徐泽的个人主页 - 老虎社区

徐泽

美股爱好者

IP属地：北京

41关注

2粉丝

6主题

0勋章

10-08

$老虎证券(TIGR)$ 牛市回头调整一下，太正常不过了，这波中国政策牛前菜而已，本轮牛市两大主线，一个是大科技，包括军工制造业，半导体在内，另外一个就是券商为代表的大消费类。

2021-10-28

我相信政府不可能希望我们去用美国盈透证券，甚至于一个印度阿三的券商提供的服务！加油💪老虎。加油天华。[得意] [得意]

@老虎国际:【声明】

2021-10-14

老虎棒棒哒。

老虎集团回应：视合法合规为生命线，已就《个人信息保护法》组织多轮学习

2021-09-19

在投资的这条这条路上有很多书籍值得推荐阅读。比如早期的道氏理论，后来阅读到的巴菲特之道，滚雪球，都受益匪浅，受益良多！不过我最想推荐的还是<段永平投资问答录>，特别适合于没有亲自参与过创办企业的投资者来阅读！该书将诠释了“什么叫好的商业模式，优秀的企业家，”前两条才是投资最重要的标准，最后才是恰当的投资价钱！也第一次让我深化了对于企业文化的关注，也就是对于"利润之上的追求"，以产品为中心，这才是互联网发展的本质！推荐给虎友们！@老虎专刊

2021-04-24

这篇文章不错，转发给大家看

抱歉，原内容已删除

2021-02-16

这篇文章不错，转发给大家看

@我是大夫:市场对小米忧虑过度了

2020-10-09

$大立科技(002214)$大立科技40元人民币属于合理估值

2020-08-28

$小鹏汽车(XPEV)$超出预期，中了15股，感谢老虎🐯

2020-08-14

$贝壳找房(BEKE)$美港股打新，就在老虎证券

2020-01-27

$搜狐(SOHU)$ 为什么如此不振呢

2019-12-29

$三六零(601360)$ 是不是要有解禁期到了？

2019-08-27

$小米集团-W(01810)$ 老板都不看好的股票

2019-05-17

$如涵控股(RUHN)$ 直接跌到退市回家吧

2019-04-09

$如涵控股(RUHN)$谢谢让我们做空[微笑][微笑][微笑]

2019-04-03

$如涵控股(RUHN)$好垃圾

2019-04-01

$老虎证券(TIGR)$这只虎已经疯了

2019-03-26

$富途控股(FHL)$富途太烂了。还是老虎靠谱啊。全是长线基金投资。稳定

2019-03-22

我们永远做创业者背后的创业者，恭祝老虎证券(TIGR)$成功登录纳斯达克！有幸见证！

去老虎APP查看更多动态

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牛市回头调整一下，太正常不过了，这波中国政策牛前菜而已，本轮牛市两大主线，一个是大科技，包括军工制造业，半导体在内，另外一个就是券商为代表的大消费类。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/357773069091096","isVote":1,"tweetType":1,"viewCount":7866,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3432280215840950","authorId":"3432280215840950","name":"TIMH","avatar":"https://static.tigerbbs.com/b337ef5e96dc3a50b4071d9a1598319a","crmLevel":8,"crmLevelSwitch":1,"idStr":"3432280215840950","authorIdStr":"3432280215840950"},"content":"不理解老虎证券的逻辑，老虎的收入主要是佣金，老外又不能通过老虎下单买A股，何来的业绩暴增","text":"不理解老虎证券的逻辑，老虎的收入主要是佣金，老外又不能通过老虎下单买A股，何来的业绩暴增","html":"不理解老虎证券的逻辑，老虎的收入主要是佣金，老外又不能通过老虎下单买A股，何来的业绩暴增"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854384197,"gmtCreate":1635420162360,"gmtModify":1635421299543,"author":{"id":"3515205366550224","authorId":"3515205366550224","name":"徐泽","avatar":"https://static.tigerbbs.com/5fe6fe9b1a6c9eb03af1c00fa6245ee3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515205366550224","authorIdStr":"3515205366550224"},"themes":[],"htmlText":"我相信政府不可能希望我们去用美国盈透证券，甚至于一个印度阿三的券商提供的服务！加油💪老虎。加油天华。[得意]&nbsp;[得意]&nbsp;","listText":"我相信政府不可能希望我们去用美国盈透证券，甚至于一个印度阿三的券商提供的服务！加油💪老虎。加油天华。[得意]&nbsp;[得意]&nbsp;","text":"我相信政府不可能希望我们去用美国盈透证券，甚至于一个印度阿三的券商提供的服务！加油💪老虎。加油天华。[得意] [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854384197","repostId":"854332882","repostType":1,"repost":{"id":854332882,"gmtCreate":1635418468342,"gmtModify":1635421286487,"author":{"id":"36992157811200","authorId":"36992157811200","name":"老虎国际","avatar":"https://static.tigerbbs.com/801219a1b6ce93d3dd574afc3dcc9be9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36992157811200","authorIdStr":"36992157811200"},"themes":[],"title":"【声明】","htmlText":"近日注意到有关媒体报道，感谢大家对老虎的关注，老虎集团一直视合法合规运营为集团的生命线，我们积极和全球的监管机构保持沟通，坚守合规底线，服从各级监管要求。 老虎证券和其他美国、中国香港券商业务模式一样，严格遵守全球各地监管要求，我们并没有任何法律合规上的变化和创新，只是通过中国科技力量提升用户体验。目前，我们在中国香港地区、新加坡、新西兰、澳大利亚、美国等多地持有证券牌照，80%以上的增量入金客户来自海外，我们始终严格遵守相关的监管要求，保障客户资产安全。","listText":"近日注意到有关媒体报道，感谢大家对老虎的关注，老虎集团一直视合法合规运营为集团的生命线，我们积极和全球的监管机构保持沟通，坚守合规底线，服从各级监管要求。 老虎证券和其他美国、中国香港券商业务模式一样，严格遵守全球各地监管要求，我们并没有任何法律合规上的变化和创新，只是通过中国科技力量提升用户体验。目前，我们在中国香港地区、新加坡、新西兰、澳大利亚、美国等多地持有证券牌照，80%以上的增量入金客户来自海外，我们始终严格遵守相关的监管要求，保障客户资产安全。","text":"近日注意到有关媒体报道，感谢大家对老虎的关注，老虎集团一直视合法合规运营为集团的生命线，我们积极和全球的监管机构保持沟通，坚守合规底线，服从各级监管要求。 老虎证券和其他美国、中国香港券商业务模式一样，严格遵守全球各地监管要求，我们并没有任何法律合规上的变化和创新，只是通过中国科技力量提升用户体验。目前，我们在中国香港地区、新加坡、新西兰、澳大利亚、美国等多地持有证券牌照，80%以上的增量入金客户来自海外，我们始终严格遵守相关的监管要求，保障客户资产安全。","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854332882","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825679424,"gmtCreate":1634224250312,"gmtModify":1634224250312,"author":{"id":"3515205366550224","authorId":"3515205366550224","name":"徐泽","avatar":"https://static.tigerbbs.com/5fe6fe9b1a6c9eb03af1c00fa6245ee3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515205366550224","authorIdStr":"3515205366550224"},"themes":[],"htmlText":"老虎棒棒哒。","listText":"老虎棒棒哒。","text":"老虎棒棒哒。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825679424","repostId":"1139482745","repostType":2,"repost":{"id":"1139482745","pubTimestamp":1634217008,"share":"https://www.laohu8.com/m/news/1139482745?lang=&edition=full","pubTime":"2021-10-14 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href=https://wap.stcn.com/zqsbapp/kuaixun/202110/t20211014_3761445.html><strong>证券时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>证券时报讯，10月14日，针对互联网券商收集个人信息是否安全的相关报道，老虎集团也在当晚作出了特别说明。老虎表示，该公司一直视合法合规为集团运营的生命线，高度重视个人信息保护和数据安全。2019年7月，在收到App专项治理工作组发出的意见后，老虎立即成立特别行动小组，与专项工作组进行深入沟通、积极配合，并已于2019年8月17日按照要求完成所有工作。据了解，过去几年，老虎在个人信息保护和数据安全...</p>\n\n<a href=\"https://wap.stcn.com/zqsbapp/kuaixun/202110/t20211014_3761445.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4eb8717d5f99acf9a964a1268bca53d6","relate_stocks":{"TIGR":"老虎证券"},"source_url":"https://wap.stcn.com/zqsbapp/kuaixun/202110/t20211014_3761445.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139482745","content_text":"证券时报讯，10月14日，针对互联网券商收集个人信息是否安全的相关报道，老虎集团也在当晚作出了特别说明。老虎表示，该公司一直视合法合规为集团运营的生命线，高度重视个人信息保护和数据安全。2019年7月，在收到App专项治理工作组发出的意见后，老虎立即成立特别行动小组，与专项工作组进行深入沟通、积极配合，并已于2019年8月17日按照要求完成所有工作。据了解，过去几年，老虎在个人信息保护和数据安全方面已经获得多项国内国际权威认证。“我们高度重视近期将要施行的《个人信息保护法》，已在集团内部组织了多轮学习、培训和考核，并聘请了专业律师和外部专家提供相应指导意见，落实到集团各项业务运营中。”老虎称，集团内部将持续强化对相关法律法规的学习和培训，密切追踪最新监管规定，定期自审自查，切实落实国家相关法律法规要求，严格保障用户个人信息安全。责任编辑： 宋腾虎","news_type":1},"isVote":1,"tweetType":1,"viewCount":1905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":887823832,"gmtCreate":1632018903226,"gmtModify":1632020864629,"author":{"id":"3515205366550224","authorId":"3515205366550224","name":"徐泽","avatar":"https://static.tigerbbs.com/5fe6fe9b1a6c9eb03af1c00fa6245ee3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515205366550224","authorIdStr":"3515205366550224"},"themes":[],"htmlText":"在投资的这条这条路上有很多书籍值得推荐阅读。比如早期的道氏理论，后来阅读到的巴菲特之道，滚雪球，都受益匪浅，受益良多！不过我最想推荐的还是&lt;段永平投资问答录&gt;，特别适合于没有亲自参与过创办企业的投资者来阅读！该书将诠释了“什么叫好的商业模式，优秀的企业家，”前两条才是投资最重要的标准，最后才是恰当的投资价钱！也第一次让我深化了对于企业文化的关注，也就是对于\"利润之上的追求\"，以产品为中心，这才是互联网发展的本质！推荐给虎友们！<a 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href=\"https://laohu8.com/U/35433028694349\">@老虎专刊</a>","text":"在投资的这条这条路上有很多书籍值得推荐阅读。比如早期的道氏理论，后来阅读到的巴菲特之道，滚雪球，都受益匪浅，受益良多！不过我最想推荐的还是<段永平投资问答录>，特别适合于没有亲自参与过创办企业的投资者来阅读！该书将诠释了“什么叫好的商业模式，优秀的企业家，”前两条才是投资最重要的标准，最后才是恰当的投资价钱！也第一次让我深化了对于企业文化的关注，也就是对于\"利润之上的追求\"，以产品为中心，这才是互联网发展的本质！推荐给虎友们！@老虎专刊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/887823832","isVote":1,"tweetType":1,"viewCount":2044,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372222764,"gmtCreate":1619222733158,"gmtModify":1619222733158,"author":{"id":"3515205366550224","authorId":"3515205366550224","name":"徐泽","avatar":"https://static.tigerbbs.com/5fe6fe9b1a6c9eb03af1c00fa6245ee3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515205366550224","authorIdStr":"3515205366550224"},"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":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372222764","repostId":"1154356161","repostType":2,"isVote":1,"tweetType":1,"viewCount":1430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382590146,"gmtCreate":1613462621585,"gmtModify":1613462621585,"author":{"id":"3515205366550224","authorId":"3515205366550224","name":"徐泽","avatar":"https://static.tigerbbs.com/5fe6fe9b1a6c9eb03af1c00fa6245ee3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515205366550224","authorIdStr":"3515205366550224"},"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/382590146","repostId":"382887022","repostType":1,"repost":{"id":382887022,"gmtCreate":1613427349966,"gmtModify":1613453864656,"author":{"id":"3451725711716572","authorId":"3451725711716572","name":"我是大夫","avatar":"https://static.tigerbbs.com/9fcd00e92ccccb5a053f3719276231bc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451725711716572","authorIdStr":"3451725711716572"},"themes":[],"title":"市场对小米忧虑过度了","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米手机四季度出货量4300万部，同比增长32%，全球市场占有率11.2%，位居第三。米11发布21天后销量破百万。这些数据是很不错的，小米还发布了未来感十足的无线充电和四曲面概念机，但市场最近却很不买账，主要还是担心美国升级制裁和投资人被迫抛售造成压力。据估计，美资持股在150亿美元左右。 我在上一篇关于小米的文章里说过，特朗普如果成心要把小米整死，就直接一步到位列入商务部黑名单，像华为那样断芯片、断系统。特朗普都没做的事，拜登更不会做，做减法的可能性反而更大。之前不是表示要重新审查前政府的制裁措施吗，最近又主动向法院申请暂停审理WeChat案。小米也在法院起诉了，我觉得胜诉概率很大，毕竟涉军这个理由实在是鬼扯的离谱。 小米正处于上升通道，手机在国内外均保持快速增长。目前全球只有台积电和三星能生产5nm芯片，台积电月产7万块，但80%被苹果拿走；三星月产1万以内，良品率差一些且大部分要自用。所以，谁能拿到台积电和三星用剩余产能为高通、联发科代工的5nm芯片，谁今年在5G高端手机上就有先发优势。高通既是小米合作伙伴，又是小米股东，小米总裁王翔曾经在高通供职多年。小米无疑是高端芯片优势最大的国内手机商。 不过，小米在手机上仍然面临非常激烈的竞争。Iphone销量大增表明苹果正在承接华为腾出高端市场；主打性价比的Realme增长迅猛，OPPO合并Realme四季度出货量其实超过了小米。高中低端市场，小米都面临强有力的竞争对手。有时候我在想，雷军定下的手机利润率不超过5%，是不是因为5%就是小米手机能实现的利润极限。今年公司的出货目标是3亿部，如果能实现将是一个非常不错的成绩。 线下店扩张最有利于IoT产品，因为这些产品更需要、也更依赖实物展示以吸引消费者，相信今年Io","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米手机四季度出货量4300万部，同比增长32%，全球市场占有率11.2%，位居第三。米11发布21天后销量破百万。这些数据是很不错的，小米还发布了未来感十足的无线充电和四曲面概念机，但市场最近却很不买账，主要还是担心美国升级制裁和投资人被迫抛售造成压力。据估计，美资持股在150亿美元左右。 我在上一篇关于小米的文章里说过，特朗普如果成心要把小米整死，就直接一步到位列入商务部黑名单，像华为那样断芯片、断系统。特朗普都没做的事，拜登更不会做，做减法的可能性反而更大。之前不是表示要重新审查前政府的制裁措施吗，最近又主动向法院申请暂停审理WeChat案。小米也在法院起诉了，我觉得胜诉概率很大，毕竟涉军这个理由实在是鬼扯的离谱。 小米正处于上升通道，手机在国内外均保持快速增长。目前全球只有台积电和三星能生产5nm芯片，台积电月产7万块，但80%被苹果拿走；三星月产1万以内，良品率差一些且大部分要自用。所以，谁能拿到台积电和三星用剩余产能为高通、联发科代工的5nm芯片，谁今年在5G高端手机上就有先发优势。高通既是小米合作伙伴，又是小米股东，小米总裁王翔曾经在高通供职多年。小米无疑是高端芯片优势最大的国内手机商。 不过，小米在手机上仍然面临非常激烈的竞争。Iphone销量大增表明苹果正在承接华为腾出高端市场；主打性价比的Realme增长迅猛，OPPO合并Realme四季度出货量其实超过了小米。高中低端市场，小米都面临强有力的竞争对手。有时候我在想，雷军定下的手机利润率不超过5%，是不是因为5%就是小米手机能实现的利润极限。今年公司的出货目标是3亿部，如果能实现将是一个非常不错的成绩。 线下店扩张最有利于IoT产品，因为这些产品更需要、也更依赖实物展示以吸引消费者，相信今年Io","text":"$小米集团-W(01810)$小米手机四季度出货量4300万部，同比增长32%，全球市场占有率11.2%，位居第三。米11发布21天后销量破百万。这些数据是很不错的，小米还发布了未来感十足的无线充电和四曲面概念机，但市场最近却很不买账，主要还是担心美国升级制裁和投资人被迫抛售造成压力。据估计，美资持股在150亿美元左右。 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是不是要有解禁期到了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/913622574","isVote":1,"tweetType":1,"viewCount":1246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":451672,"gmtCreate":1554129842946,"gmtModify":1704795967260,"author":{"id":"3515205366550224","authorId":"3515205366550224","name":"徐泽","avatar":"https://static.tigerbbs.com/5fe6fe9b1a6c9eb03af1c00fa6245ee3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3515205366550224","idStr":"3515205366550224"},"themes":[],"htmlText":"$老虎证券(TIGR)$这只虎已经疯了","listText":"$老虎证券(TIGR)$这只虎已经疯了","text":"$老虎证券(TIGR)$这只虎已经疯了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/451672","isVote":1,"tweetType":1,"viewCount":1727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":887823832,"gmtCreate":1632018903226,"gmtModify":1632020864629,"author":{"id":"3515205366550224","authorId":"3515205366550224","name":"徐泽","avatar":"https://static.tigerbbs.com/5fe6fe9b1a6c9eb03af1c00fa6245ee3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3515205366550224","idStr":"3515205366550224"},"themes":[],"htmlText":"在投资的这条这条路上有很多书籍值得推荐阅读。比如早期的道氏理论，后来阅读到的巴菲特之道，滚雪球，都受益匪浅，受益良多！不过我最想推荐的还是&lt;段永平投资问答录&gt;，特别适合于没有亲自参与过创办企业的投资者来阅读！该书将诠释了“什么叫好的商业模式，优秀的企业家，”前两条才是投资最重要的标准，最后才是恰当的投资价钱！也第一次让我深化了对于企业文化的关注，也就是对于\"利润之上的追求\"，以产品为中心，这才是互联网发展的本质！推荐给虎友们！<a 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[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854384197","repostId":"854332882","repostType":1,"repost":{"id":854332882,"gmtCreate":1635418468342,"gmtModify":1635421286487,"author":{"id":"36992157811200","authorId":"36992157811200","name":"老虎国际","avatar":"https://static.tigerbbs.com/801219a1b6ce93d3dd574afc3dcc9be9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36992157811200","idStr":"36992157811200"},"themes":[],"title":"【声明】","htmlText":"近日注意到有关媒体报道，感谢大家对老虎的关注，老虎集团一直视合法合规运营为集团的生命线，我们积极和全球的监管机构保持沟通，坚守合规底线，服从各级监管要求。 老虎证券和其他美国、中国香港券商业务模式一样，严格遵守全球各地监管要求，我们并没有任何法律合规上的变化和创新，只是通过中国科技力量提升用户体验。目前，我们在中国香港地区、新加坡、新西兰、澳大利亚、美国等多地持有证券牌照，80%以上的增量入金客户来自海外，我们始终严格遵守相关的监管要求，保障客户资产安全。","listText":"近日注意到有关媒体报道，感谢大家对老虎的关注，老虎集团一直视合法合规运营为集团的生命线，我们积极和全球的监管机构保持沟通，坚守合规底线，服从各级监管要求。 老虎证券和其他美国、中国香港券商业务模式一样，严格遵守全球各地监管要求，我们并没有任何法律合规上的变化和创新，只是通过中国科技力量提升用户体验。目前，我们在中国香港地区、新加坡、新西兰、澳大利亚、美国等多地持有证券牌照，80%以上的增量入金客户来自海外，我们始终严格遵守相关的监管要求，保障客户资产安全。","text":"近日注意到有关媒体报道，感谢大家对老虎的关注，老虎集团一直视合法合规运营为集团的生命线，我们积极和全球的监管机构保持沟通，坚守合规底线，服从各级监管要求。 老虎证券和其他美国、中国香港券商业务模式一样，严格遵守全球各地监管要求，我们并没有任何法律合规上的变化和创新，只是通过中国科技力量提升用户体验。目前，我们在中国香港地区、新加坡、新西兰、澳大利亚、美国等多地持有证券牌照，80%以上的增量入金客户来自海外，我们始终严格遵守相关的监管要求，保障客户资产安全。","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854332882","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372222764,"gmtCreate":1619222733158,"gmtModify":1619222733158,"author":{"id":"3515205366550224","authorId":"3515205366550224","name":"徐泽","avatar":"https://static.tigerbbs.com/5fe6fe9b1a6c9eb03af1c00fa6245ee3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3515205366550224","idStr":"3515205366550224"},"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":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372222764","repostId":"1154356161","repostType":2,"repost":{"id":"1154356161","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1619165140,"share":"https://www.laohu8.com/m/news/1154356161?lang=&edition=full","pubTime":"2021-04-23 16:05","market":"us","language":"zh","title":"高盛首次发布知乎研报：未来有64%上涨空间","url":"https://stock-news.laohu8.com/highlight/detail?id=1154356161","media":"华尔街见闻","summary":"高盛认为，知乎未来两年的营收复合年增长率将高达97%。","content":"<p>作者：王煜梦</p><p>继瑞信给了<a href=\"https://laohu8.com/S/ZH\">知乎</a>高达14.1美元的目标价后，<a href=\"https://laohu8.com/S/GS\">高盛</a>也在研报中覆盖知乎，将目标价定为15.6美元，预计未来会有64%的上涨空间。</p><p>高盛预测，<b>2020-2023年知乎营收复合年增长率将高达97%，破局在即，会在2023年实现营利</b>。</p><p><img src=\"https://static.tigerbbs.com/d34871c6f04e1d12f92871474f50b635\" tg-width=\"2615\" tg-height=\"1030\" referrerpolicy=\"no-referrer\"></p><p><b>没有竞品，为用户量增长预备空间</b></p><p>当下，大部分平台内容仍以娱乐为中心，知乎凭借高质量的用户群和较专业的内容占据了有利地位。</p><p>据高盛分析，知乎经过十多年的数据积累，再叠加NPL（自然语言处理）、知识图谱等AI技术支撑，已经在内容输送上建立了独有的核心竞争力，新进入者很难复制。</p><p>今年2月，字节的悟空问答关闭后，已没有任何问答平台能与知乎叫板。</p><p>目前知乎的MAU为7570万，而高盛估计，还有4-5亿的潜在用户可以争取。</p><p>2020年四季度，知乎的潜在用户转化率为16.1%，高盛相信增长势头会继续保持，在2023年实现1.75亿的MAU。</p><p><img src=\"https://static.tigerbbs.com/afe855e4946235e0f55096347239e784\" tg-width=\"2463\" tg-height=\"939\" referrerpolicy=\"no-referrer\"></p><p><b>双管齐下，上下层市场一起抓</b></p><p>在高盛看来，知乎仍处于发展的前期阶段，经过盈利模式的升级，其商业变现能力会有质的提升。</p><p>知乎的升级方案里有两个重点：</p><p><b>1.开发中视频，吸引低线城市用户</b></p><p>内容全部是文字，这是知乎一直以来的痛点，相当于先给用户设下了门槛。</p><p>为了增加下沉市场的渗透率，吸引更多用户，知乎的战略是将文本内容视频化。</p><p>高盛认为，知乎以往的内容积累能为视频化提供巨量素材，AI技术会自动识别文字和图片来生成视频，并配音配字。</p><p>成本支出会让毛利率在2022年暂时下降到49.9%，但2023年即回升至55.8%。</p><p><img src=\"https://static.tigerbbs.com/cfb86aad2d4e6259fbe396c72fbb6888\" tg-width=\"1917\" tg-height=\"1058\" referrerpolicy=\"no-referrer\"></p><p>利率下跌有限，成本并不算高，高盛相信知乎成为多格式平台后会覆盖更大市场，开拓利润空间。</p><p><b>2.优化内容供给，增加付费用户</b></p><p>知乎正持续改进推荐算法，更好地为用户匹配感兴趣的内容和广告，并进一步细化内容与索引的分类，满足仅特定领域感兴趣的客户。</p><p>此外，知乎将自行培育一些创作者，并提高全平台创作者的收入，增加优质内容供给，吸引更多付费用户。</p><p>高盛认为此举能继续增强知乎的竞争力，并对高端用户群的增长产生长期性、可控性的影响。</p><p>预计到2023年，会员付费比例将达到7.5%，平均每会员付费11.2元。</p><p><img src=\"https://static.tigerbbs.com/e02f7dc8c5871a84374e0828f164b673\" tg-width=\"2603\" tg-height=\"1095\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE 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}\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高盛首次发布知乎研报：未来有64%上涨空间\n</h2>\n\n<h4 class=\"meta\">\n\n2021-04-23 16:05 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：王煜梦继瑞信给了知乎高达14.1美元的目标价后，高盛也在研报中覆盖知乎，将目标价定为15.6美元，预计未来会有64%的上涨空间。高盛预测，2020-2023年知乎营收复合年增长率将高达97%，破局在即，会在2023年实现营利。没有竞品，为用户量增长预备空间当下，大部分平台内容仍以娱乐为中心，知乎凭借高质量的用户群和较专业的内容占据了有利地位。据高盛分析，知乎经过十多年的数据积累，再叠加NPL...</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/afa270f33c9ea4a075e4df293390fa0a","relate_stocks":{"ZH":"知乎"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154356161","content_text":"作者：王煜梦继瑞信给了知乎高达14.1美元的目标价后，高盛也在研报中覆盖知乎，将目标价定为15.6美元，预计未来会有64%的上涨空间。高盛预测，2020-2023年知乎营收复合年增长率将高达97%，破局在即，会在2023年实现营利。没有竞品，为用户量增长预备空间当下，大部分平台内容仍以娱乐为中心，知乎凭借高质量的用户群和较专业的内容占据了有利地位。据高盛分析，知乎经过十多年的数据积累，再叠加NPL（自然语言处理）、知识图谱等AI技术支撑，已经在内容输送上建立了独有的核心竞争力，新进入者很难复制。今年2月，字节的悟空问答关闭后，已没有任何问答平台能与知乎叫板。目前知乎的MAU为7570万，而高盛估计，还有4-5亿的潜在用户可以争取。2020年四季度，知乎的潜在用户转化率为16.1%，高盛相信增长势头会继续保持，在2023年实现1.75亿的MAU。双管齐下，上下层市场一起抓在高盛看来，知乎仍处于发展的前期阶段，经过盈利模式的升级，其商业变现能力会有质的提升。知乎的升级方案里有两个重点：1.开发中视频，吸引低线城市用户内容全部是文字，这是知乎一直以来的痛点，相当于先给用户设下了门槛。为了增加下沉市场的渗透率，吸引更多用户，知乎的战略是将文本内容视频化。高盛认为，知乎以往的内容积累能为视频化提供巨量素材，AI技术会自动识别文字和图片来生成视频，并配音配字。成本支出会让毛利率在2022年暂时下降到49.9%，但2023年即回升至55.8%。利率下跌有限，成本并不算高，高盛相信知乎成为多格式平台后会覆盖更大市场，开拓利润空间。2.优化内容供给，增加付费用户知乎正持续改进推荐算法，更好地为用户匹配感兴趣的内容和广告，并进一步细化内容与索引的分类，满足仅特定领域感兴趣的客户。此外，知乎将自行培育一些创作者，并提高全平台创作者的收入，增加优质内容供给，吸引更多付费用户。高盛认为此举能继续增强知乎的竞争力，并对高端用户群的增长产生长期性、可控性的影响。预计到2023年，会员付费比例将达到7.5%，平均每会员付费11.2元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":947529337,"gmtCreate":1597362654529,"gmtModify":1704215582545,"author":{"id":"3515205366550224","authorId":"3515205366550224","name":"徐泽","avatar":"https://static.tigerbbs.com/5fe6fe9b1a6c9eb03af1c00fa6245ee3","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3515205366550224","idStr":"3515205366550224"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米手机四季度出货量4300万部，同比增长32%，全球市场占有率11.2%，位居第三。米11发布21天后销量破百万。这些数据是很不错的，小米还发布了未来感十足的无线充电和四曲面概念机，但市场最近却很不买账，主要还是担心美国升级制裁和投资人被迫抛售造成压力。据估计，美资持股在150亿美元左右。 我在上一篇关于小米的文章里说过，特朗普如果成心要把小米整死，就直接一步到位列入商务部黑名单，像华为那样断芯片、断系统。特朗普都没做的事，拜登更不会做，做减法的可能性反而更大。之前不是表示要重新审查前政府的制裁措施吗，最近又主动向法院申请暂停审理WeChat案。小米也在法院起诉了，我觉得胜诉概率很大，毕竟涉军这个理由实在是鬼扯的离谱。 小米正处于上升通道，手机在国内外均保持快速增长。目前全球只有台积电和三星能生产5nm芯片，台积电月产7万块，但80%被苹果拿走；三星月产1万以内，良品率差一些且大部分要自用。所以，谁能拿到台积电和三星用剩余产能为高通、联发科代工的5nm芯片，谁今年在5G高端手机上就有先发优势。高通既是小米合作伙伴，又是小米股东，小米总裁王翔曾经在高通供职多年。小米无疑是高端芯片优势最大的国内手机商。 不过，小米在手机上仍然面临非常激烈的竞争。Iphone销量大增表明苹果正在承接华为腾出高端市场；主打性价比的Realme增长迅猛，OPPO合并Realme四季度出货量其实超过了小米。高中低端市场，小米都面临强有力的竞争对手。有时候我在想，雷军定下的手机利润率不超过5%，是不是因为5%就是小米手机能实现的利润极限。今年公司的出货目标是3亿部，如果能实现将是一个非常不错的成绩。 线下店扩张最有利于IoT产品，因为这些产品更需要、也更依赖实物展示以吸引消费者，相信今年Io","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米手机四季度出货量4300万部，同比增长32%，全球市场占有率11.2%，位居第三。米11发布21天后销量破百万。这些数据是很不错的，小米还发布了未来感十足的无线充电和四曲面概念机，但市场最近却很不买账，主要还是担心美国升级制裁和投资人被迫抛售造成压力。据估计，美资持股在150亿美元左右。 我在上一篇关于小米的文章里说过，特朗普如果成心要把小米整死，就直接一步到位列入商务部黑名单，像华为那样断芯片、断系统。特朗普都没做的事，拜登更不会做，做减法的可能性反而更大。之前不是表示要重新审查前政府的制裁措施吗，最近又主动向法院申请暂停审理WeChat案。小米也在法院起诉了，我觉得胜诉概率很大，毕竟涉军这个理由实在是鬼扯的离谱。 小米正处于上升通道，手机在国内外均保持快速增长。目前全球只有台积电和三星能生产5nm芯片，台积电月产7万块，但80%被苹果拿走；三星月产1万以内，良品率差一些且大部分要自用。所以，谁能拿到台积电和三星用剩余产能为高通、联发科代工的5nm芯片，谁今年在5G高端手机上就有先发优势。高通既是小米合作伙伴，又是小米股东，小米总裁王翔曾经在高通供职多年。小米无疑是高端芯片优势最大的国内手机商。 不过，小米在手机上仍然面临非常激烈的竞争。Iphone销量大增表明苹果正在承接华为腾出高端市场；主打性价比的Realme增长迅猛，OPPO合并Realme四季度出货量其实超过了小米。高中低端市场，小米都面临强有力的竞争对手。有时候我在想，雷军定下的手机利润率不超过5%，是不是因为5%就是小米手机能实现的利润极限。今年公司的出货目标是3亿部，如果能实现将是一个非常不错的成绩。 线下店扩张最有利于IoT产品，因为这些产品更需要、也更依赖实物展示以吸引消费者，相信今年Io","text":"$小米集团-W(01810)$小米手机四季度出货量4300万部，同比增长32%，全球市场占有率11.2%，位居第三。米11发布21天后销量破百万。这些数据是很不错的，小米还发布了未来感十足的无线充电和四曲面概念机，但市场最近却很不买账，主要还是担心美国升级制裁和投资人被迫抛售造成压力。据估计，美资持股在150亿美元左右。 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