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潮汐7771
潮汐7771
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2022-01-12
不考虑小股东利益,不用
滴滴盘前涨超7%,传已与港交所就上市事宜进行非正式谈判
1月12日,滴滴盘前涨超7%,消息称滴滴已开始与港交所就上市事宜进行非正式谈判。有滴滴主要投资者表示,在香港上市现在对滴滴而言是至关重要,公司稍后将在美国启动退市程序,并向美国股票持有人提供与香港股票
滴滴盘前涨超7%,传已与港交所就上市事宜进行非正式谈判
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潮汐7771
潮汐7771
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2021-12-02
不容易
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潮汐7771
潮汐7771
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2021-11-18
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非常抱歉,此主贴已删除
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潮汐7771
潮汐7771
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2021-11-15
牛
美国最大公共养老金出手!加仓这些中概股
随着美国机构投资者三季度持仓情况披露,美加不少机构投资者的中概股持仓浮出水面。根据监管规定,管理他人资产规模超过1亿美元的机构投资者需在每季度结束45天内,提交13F文件,披露上一季度美股持仓。数据显
美国最大公共养老金出手!加仓这些中概股
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潮汐7771
潮汐7771
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2021-11-14
$滴滴(DIDI)$
开心
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潮汐7771
潮汐7771
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2021-11-13
$老虎证券(TIGR)$
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潮汐7771
潮汐7771
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2021-10-23
$老虎证券(TIGR)$
从入美股开始都是亏
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潮汐7771
潮汐7771
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2021-09-27
$老虎证券(TIGR)$
我那个
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潮汐7771
潮汐7771
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2021-09-20
可适当关注
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潮汐7771
潮汐7771
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2021-09-07
$老虎证券(TIGR)$
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17:04","market":"other","language":"zh","title":"滴滴盘前涨超7%,传已与港交所就上市事宜进行非正式谈判","url":"https://stock-news.laohu8.com/highlight/detail?id=1198480068","media":"老虎资讯综合","summary":"1月12日,滴滴盘前涨超7%,消息称滴滴已开始与港交所就上市事宜进行非正式谈判。有滴滴主要投资者表示,在香港上市现在对滴滴而言是至关重要,公司稍后将在美国启动退市程序,并向美国股票持有人提供与香港股票","content":"<html><head></head><body><p>1月12日,滴滴盘前涨超7%,消息称滴滴已开始与港交所就上市事宜进行非正式谈判。有滴滴主要投资者表示,在香港上市现在对滴滴而言是至关重要,公司稍后将在美国启动退市程序,并向美国股票持有人提供与香港股票的一对一互换。<img src=\"https://static.tigerbbs.com/61d9a7a45d0bd52e8a4df09b1845b37c\" tg-width=\"839\" tg-height=\"615\" referrerpolicy=\"no-referrer\"/></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>滴滴盘前涨超7%,传已与港交所就上市事宜进行非正式谈判</title>\n<style 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17:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月12日,滴滴盘前涨超7%,消息称滴滴已开始与港交所就上市事宜进行非正式谈判。有滴滴主要投资者表示,在香港上市现在对滴滴而言是至关重要,公司稍后将在美国启动退市程序,并向美国股票持有人提供与香港股票的一对一互换。<img src=\"https://static.tigerbbs.com/61d9a7a45d0bd52e8a4df09b1845b37c\" tg-width=\"839\" tg-height=\"615\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/463a20727963df517e4795f25197f6b3","relate_stocks":{"DIDI":"滴滴(已退市)"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198480068","content_text":"1月12日,滴滴盘前涨超7%,消息称滴滴已开始与港交所就上市事宜进行非正式谈判。有滴滴主要投资者表示,在香港上市现在对滴滴而言是至关重要,公司稍后将在美国启动退市程序,并向美国股票持有人提供与香港股票的一对一互换。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603581518,"gmtCreate":1638427203729,"gmtModify":1638427203729,"author":{"id":"3579415694993430","authorId":"3579415694993430","name":"潮汐7771","avatar":"https://static.tigerbbs.com/42580bb2545dd877646c352cb1cbb15b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579415694993430","idStr":"3579415694993430"},"themes":[],"htmlText":"不容易","listText":"不容易","text":"不容易","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603581518","repostId":"1149813605","repostType":4,"isVote":1,"tweetType":1,"viewCount":2741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878772121,"gmtCreate":1637239357606,"gmtModify":1637239357606,"author":{"id":"3579415694993430","authorId":"3579415694993430","name":"潮汐7771","avatar":"https://static.tigerbbs.com/42580bb2545dd877646c352cb1cbb15b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579415694993430","idStr":"3579415694993430"},"themes":[],"htmlText":"牛","listText":"牛","text":"牛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878772121","repostId":"2184837937","repostType":2,"isVote":1,"tweetType":1,"viewCount":3904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873500635,"gmtCreate":1636954920023,"gmtModify":1636954920023,"author":{"id":"3579415694993430","authorId":"3579415694993430","name":"潮汐7771","avatar":"https://static.tigerbbs.com/42580bb2545dd877646c352cb1cbb15b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579415694993430","idStr":"3579415694993430"},"themes":[],"htmlText":"牛","listText":"牛","text":"牛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873500635","repostId":"2183049560","repostType":2,"repost":{"id":"2183049560","kind":"highlight","weMediaInfo":{"introduction":"关注中国基金报,即时获取深度理财资讯","home_visible":1,"media_name":"中国基金报","id":"6","head_image":"https://static.tigerbbs.com/13b66b3e97274759989352a7b9f80611"},"pubTimestamp":1636953613,"share":"https://www.laohu8.com/m/news/2183049560?lang=&edition=full","pubTime":"2021-11-15 13:20","market":"us","language":"zh","title":"美国最大公共养老金出手!加仓这些中概股","url":"https://stock-news.laohu8.com/highlight/detail?id=2183049560","media":"中国基金报","summary":"随着美国机构投资者三季度持仓情况披露,美加不少机构投资者的中概股持仓浮出水面。根据监管规定,管理他人资产规模超过1亿美元的机构投资者需在每季度结束45天内,提交13F文件,披露上一季度美股持仓。数据显","content":"<div>\n<p>随着美国机构投资者三季度持仓情况披露,美加不少机构投资者的中概股持仓浮出水面。根据监管规定,管理他人资产规模超过1亿美元的机构投资者需在每季度结束45天内,提交13F文件,披露上一季度美股持仓。数据显示,美加顶尖养老金三季度对诸多中概股进行了加仓,还有机构趁机低吸了教育类公司。\n加州共同雇员养老金系统是美国最大的公共养老金(CalPERs)最新规模 4690亿美元。这只基金管理的资金为加州政府、...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n","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>美国最大公共养老金出手!加仓这些中概股</title>\n<style 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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美国最大公共养老金出手!加仓这些中概股\n</h2>\n\n<h4 class=\"meta\">\n\n2021-11-15 13:20 北京时间 <strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着美国机构投资者三季度持仓情况披露,美加不少机构投资者的中概股持仓浮出水面。根据监管规定,管理他人资产规模超过1亿美元的机构投资者需在每季度结束45天内,提交13F文件,披露上一季度美股持仓。数据显示,美加顶尖养老金三季度对诸多中概股进行了加仓,还有机构趁机低吸了教育类公司。\n加州共同雇员养老金系统是美国最大的公共养老金(CalPERs)最新规模 4690亿美元。这只基金管理的资金为加州政府、...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0493cf8bd88c4cf59c86cd2bad06f82b","relate_stocks":{"PDD":"拼多多","BIDU":"百度","NTES":"网易"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183049560","content_text":"随着美国机构投资者三季度持仓情况披露,美加不少机构投资者的中概股持仓浮出水面。根据监管规定,管理他人资产规模超过1亿美元的机构投资者需在每季度结束45天内,提交13F文件,披露上一季度美股持仓。数据显示,美加顶尖养老金三季度对诸多中概股进行了加仓,还有机构趁机低吸了教育类公司。\n加州共同雇员养老金系统是美国最大的公共养老金(CalPERs)最新规模 4690亿美元。这只基金管理的资金为加州政府、学校和其它公共部门的雇员的退休金。对应到中国的第二支柱- 雇主支持的养老系统,只不过它这里的雇主是公共部门或者政府。\n作为大型机构投资者,CalPERs 11月11日向美国证监会SEC提交了三季度末的持仓报告。\n截至三季度末,CalPERs的前五大重仓股为,微软、苹果、亚马逊、谷歌母公司A 类股、脸书、谷歌母公司C类股、强生、威瑞信、沃尔玛、百事。以科技、通讯等打底的做法与美国其它大型养老金较为类似。其中,前五大重仓股更是与其它大型养老金重合度极高。\n值得注意的是,三季度CalPERs加仓了众多中概股,包括网易、百度、哔哩哔哩、拼多多、中通快递、百胜中国、蔚来汽车等。\n它加仓的公司中,不少在三季度股价大幅下跌。例如,网易三季度股价下跌25.57%,同期百度下跌25.96%,拼多多下跌32.11%,哔哩哔哩下跌47.30%,百胜中国下跌11.87%,蔚来下跌29.22%。同期,中通快递录得微弱涨幅。三季度股价上涨0.20%。值得注意的是,目前CalPERs对这些公司的持仓都不算重,加仓的幅度也较小。\nCalPERs 三季度还新建仓了一批中国公司,包括滴滴、 涂鸦科技、知乎、亿航、信也科技、逸仙电子等。本季CalPERs共新进40只股票,新进公司中,中国公司占比较高。\n机构人士表示,CalPERs等养老金的动向之所以值得关注,是因为他们处于资产管理行业的“顶端”。一方面,他们拥有的资金体量比较大,因此投资动向对市场的影响显著;另一方面,它们通过委托投资等方式来影响其它投资机构。因此他们往往设定了资产管理行业的议题。例如,欧洲的养老金等“可持续投资”浪潮推动就发挥了重要作用。\n美国第三大公共养老金-纽约州普通退休基金 (New York State Common Retirement Fund)也已公布了其持仓情况。该养老金目前资产规模超过2000亿美元。截至三季度末,美股组合市值为938.03亿美元。\n纽约州普通退休基金的资金来自纽约州市政服务和其它公共部门的雇员退休金,以及消防、警察等部门雇员退休金。\n截至三季度末,该养老金前10大重仓股为微软、苹果、亚马逊、谷歌母公司C类股、脸书、谷歌母公司A类股、特斯拉、摩根大通、伯克希尔B类股、联合健康。前六大重仓股与CalPERs重合。\n三季度纽约州普通退休基金较为显著地减持了阿里巴巴, 减持23万股,减持后持有75.6万股。同期,增持了华住集团, 增持1万多股,增持后持有135.7万股。三季度华住(注:中概股非港股)股价下跌13.73%。不过,进入四季度华住股价似乎已经进入反弹通道,最新收盘价48.36美元较先前的阶段低点39.01美元显著反弹。\n加拿大魁北克储蓄投资银行(CDPQ)管理魁北克竖向公共和本公共养老金计划和保险计划,为加拿大第二大退休基金。截至2021年6月30日,CDPQ管理资产规模为3890加元约折合3099亿美元。\n截至三季度末,CDPQ美股组合市值约 469.51 亿美元。三季度末,CDPQ 对阿里巴巴的持股数量与二季度末持平。CDPQ加仓了部分其它中概股,包括百胜中国、百度、视频通讯公司ZOOM、拼多多。 值得注意的是,它还加仓了教育类公司新东方。新能源汽车造车新势力之一蔚来汽车。\n安大略省教师退休基金会(Ontario Teachers' Pension Plan,简称OTPP)是加拿大最大的单一型专业化退休金体系,该基金目前的总资产高达2047亿加元,约1631亿美元。\n三季度末,该养老金对阿里巴巴持股数量与二季度末持平。OTPP三季度减持了陆金所。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873395011,"gmtCreate":1636854891939,"gmtModify":1636854891939,"author":{"id":"3579415694993430","authorId":"3579415694993430","name":"潮汐7771","avatar":"https://static.tigerbbs.com/42580bb2545dd877646c352cb1cbb15b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579415694993430","idStr":"3579415694993430"},"themes":[],"htmlText":"<a 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