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唐米半
老韭菜曾经走过……
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唐米半
11-07
@ARM与@高通在半导体行业各具优势。ARM以其低功耗、高性能的处理器架构广泛应用于移动设备、物联网等领域,近年来在AI领域也取得显著进展,行业壁垒较高,财务表现强劲高通则在无线通信技术方面领先,其Snapdragon处理器在智能手机市场占据重要地位,同时持续投入AI、5G等研发,财务状况稳健,但芯片发展前景因与ARM纷争而存在一定不确定性,两家公司都拥有强大的技术实力和市场份额,但可能一定程度上偏向ARM。
唐米半
11-07
@ARM与@高通在半导体行业各具优势。ARM以其低功耗、高性能的处理器架构广泛应用于移动设备、物联网等领域,近年来在AI领域也取得显著进展,行业壁垒较高,财务表现强劲高通则在无线通信技术方面领先,其Snapdragon处理器在智能手机市场占据重要地位,同时持续投入AI、5G等研发,财务状况稳健,但芯片发展前景因与ARM纷争而存在一定不确定性,两家公司都拥有强大的技术实力和市场份额,但可能一定程度上偏向ARM。
唐米半
10-08
$A50指数主连 2410(CNmain)$
唐米半
10-04
一大早看到一个灌水大王……毫无营养的回复,占用公共资源。大家都来抵制吧
一大早看到一个灌水大王……毫无营养的回复,占用公共资源。大家都来抵制吧
唐米半
10-03
并没有衰退,慢慢的软着陆,看5900~6000之间能接受的
唐米半
10-01
卡片大作战
唐米半
10-01
卡片大作战在哪个地方?
唐米半
10-01
老虎卡片大作战
唐米半
09-27
$高通(QCOM)$
无风不起浪,有风来大概率猪也会飞一波
唐米半
09-18
[开心] [开心] [开心] [爱心] [比心] [握手] [爱心] [弱] [美金] [鼓掌] 中秋快乐
@小虎活动:【中秋节特别活动】用EMOJI留下你的中秋祝福
唐米半
08-31
看好
@亿航智能
走着瞧,这个新赛道刚开始
唐米半
08-21
还是TMD做空一切中X资产的节奏……虽然不可能变委内瑞拉之类,但资本市场不容乐观呀
京东盘后跌超9%,媒体称大股东沃尔玛寻求抛售1.4亿股
唐米半
07-17
$美光科技(MU)$
还不够极端,有筹码你就继续空
唐米半
06-22
抽到一只吉祥小胖虎,不知道是公的还是母的?
@小虎交易笔记
@石头Stone
唐米半
04-02
17.2%附近开盘有可能…但大概率高开低走,不改做空居多之格局…
唐米半
02-06
请教一下如何顺势顺势顺势做多或做空美股标的,并用期权辅助加速收益?
唐米半
2023-09-30
苍蝇永远不会盯无缝的坏蛋……这是自然定律
抱歉,原内容已删除
唐米半
2023-06-15
跟屁虫跟屁虫跟屁虫!!!鉴定完毕。
香港金管局跟随美联储暂停加息,将基准利率维持在5.5%不变
唐米半
2022-08-26
在后面的行情中再找机会空……
又见大妖股!中概股见知教育首日暴涨超3100%
唐米半
2021-04-09
这篇文章不错,转发给大家看
石头科技遇成长阵痛:IPO募投项目延缓、业绩增速创新低、股东减持
去老虎APP查看更多动态
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href=\"https://laohu8.com/U/3545283030659470\"> @亿航智能 </a>走着瞧,这个新赛道刚开始","listText":"看好<a href=\"https://laohu8.com/U/3545283030659470\"> @亿航智能 </a>走着瞧,这个新赛道刚开始","text":"看好 @亿航智能 走着瞧,这个新赛道刚开始","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344165131145600","isVote":1,"tweetType":1,"viewCount":881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340648457158888,"gmtCreate":1724196529573,"gmtModify":1724204601926,"author":{"id":"3516188019373099","authorId":"3516188019373099","name":"唐米半","avatar":"https://static.tigerbbs.com/1d0b7ac56778b5f9cc2724c4a0d12d56","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3516188019373099","authorIdStr":"3516188019373099"},"themes":[],"htmlText":"还是TMD做空一切中X资产的节奏……虽然不可能变委内瑞拉之类,但资本市场不容乐观呀","listText":"还是TMD做空一切中X资产的节奏……虽然不可能变委内瑞拉之类,但资本市场不容乐观呀","text":"还是TMD做空一切中X资产的节奏……虽然不可能变委内瑞拉之类,但资本市场不容乐观呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340648457158888","repostId":"1185318595","repostType":4,"repost":{"id":"1185318595","kind":"news","pubTimestamp":1724194854,"share":"https://www.laohu8.com/m/news/1185318595?lang=&edition=full","pubTime":"2024-08-21 07:00","market":"us","language":"zh","title":"京东盘后跌超9%,媒体称大股东沃尔玛寻求抛售1.4亿股","url":"https://stock-news.laohu8.com/highlight/detail?id=1185318595","media":"华尔街见闻","summary":"媒体称,沃尔玛对出售1.445亿股京东股票的交易报价最低每股24.85美元,较周二京东收盘折价11.8%。以周二收盘价计算,沃尔玛此次抛售的报价相当于较周二折价高达11.8%,以报价低端计算,沃尔玛的最低折价也有8.3%。有媒体称,沃尔玛计划出售的1.445亿股来自2016年该公司出售1号店获得的京东股权。本周二爆出沃尔玛寻求抛售超1亿股的消息前,京东上周四刚刚公布了优于预期的二季度财报。","content":"<html><head></head><body><blockquote><p><strong>媒体称,沃尔玛对出售1.445亿股京东股票的交易报价最低每股24.85美元,较周二京东收盘折价11.8%。</strong></p></blockquote><p style=\"text-align: justify;\">8月21日,美股盘后,在美上市中概股京东盘后暴跌,跌幅一度超过10%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c77dc65ea1063bd7f82042fe2deaa534\" title=\"\" tg-width=\"894\" tg-height=\"540\"/></p><p style=\"text-align: justify;\">盘后京东并未有任何正式公告。有媒体援引知情者消息称,京东最大的企业持股股东沃尔玛要出售1.445亿股京东股票,对这笔大宗交易的报价每股24.85美元至25.85美元,摩根士丹利是接受沃尔玛这笔交易委托的证券经纪商。</p><p style=\"text-align: justify;\">沃尔玛和京东的公司代表都未对上述消息置评。若消息属实,按消息所说的报价高端成交,沃尔玛这笔交易的金额将达到37.4亿美元,即使按低端成交,沃尔玛也将收获35.9亿美元。</p><p style=\"text-align: justify;\">周二当天,京东收跌近4.6%,跌离本周一连涨第三个交易日所创的6月12日以来收盘高位。以周二收盘价计算,沃尔玛此次抛售的报价相当于较周二折价高达11.8%,以报价低端计算,沃尔玛的最低折价也有8.3%。</p><p style=\"text-align: justify;\">作为持股京东超过5%的大股东,沃尔玛目前没有任何递交美国证监会SEC的文件披露周二媒体所说的减持交易计划。</p><p style=\"text-align: justify;\">有媒体称,沃尔玛计划出售的1.445亿股来自2016年该公司出售1号店获得的京东股权。</p><p style=\"text-align: justify;\">2016年6月,京东和沃尔玛共同宣布达成深度战略合作,沃尔玛旗下的1号店并入京东,同时沃尔玛获得京东约5%股权。根据双方当时达成的协议,沃尔玛获得京东新发行的约1.45亿A类普通股,约为京东发行总股本数的5%,以京东当时股价计算,这笔交易价格约为15亿美元。</p><p style=\"text-align: justify;\">此后,沃尔玛持有的京东股份很快攀升,2016年10月,持股占比就超过了10%。</p><p style=\"text-align: justify;\">京东今年稍早发布的2023年年报显示,截至今年3月31日,京东创始人刘强东合计持有京东11.2%的股权,以及70.5%的投票权,沃尔玛持有9.4%股权,及3.1%的投票权。</p><p style=\"text-align: justify;\">相比一年前的去年2月末,刘强东对京东持有的京东股权下降1.5个百分点,投票权下降3.4个百分点,沃尔玛的持股数不变,而持股比例提高了0.2个百分点,投票权增加0.3个百分点。</p><p style=\"text-align: justify;\">本周二爆出沃尔玛寻求抛售超1亿股的消息前,京东上周四刚刚公布了优于预期的二季度财报。</p><p style=\"text-align: justify;\">二季度京东营业收入2914.0亿元人民币,同比增长1.2%,高于分析师预期的2905.1亿元,当季调整后息税折旧及摊销前利润(EBITDA)135.3亿元,同比增加30%,远超分析师预期的116.9亿元。</p><p style=\"text-align: justify;\">财报后,京东美股上周五大幅收涨近8.5%,京东港股涨约9%。</p><p style=\"text-align: justify;\">虽然京东二季度财报总体利好,但摩根士丹利此后发布报告指出,在消费疲软和电子商务竞争日趋激烈的背景下,京东的营收同比增长仅为1.2%,这应引起市场关注。</p><p style=\"text-align: justify;\">摩根士丹利报告称,上半年,京东和京东零售的营收同比增长3.9%,略高于中国国家统计局公布的上半年中国社会消费品零售总额增速3.7%。报告预计,下半年京东的收入增长不会有显著恢复。第三季度和第四季度,京东零售的营收将分别增长4.4%和4.7%,全年预计增长4.2%。</p><p style=\"text-align: justify;\">同时,摩根士丹利谨慎地下调了京东的营收预期,对京东2025年和2026年的营收预期分别减少5%和10%,反映摩根士丹利对京东在激烈行业竞争中恢复增长势头的保守看法。</p></body></html>","source":"wallstreetcn","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\" 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#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京东盘后跌超9%,媒体称大股东沃尔玛寻求抛售1.4亿股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-21 07:00 北京时间 <a href=https://wallstreetcn.com/articles/3724973><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>媒体称,沃尔玛对出售1.445亿股京东股票的交易报价最低每股24.85美元,较周二京东收盘折价11.8%。8月21日,美股盘后,在美上市中概股京东盘后暴跌,跌幅一度超过10%。盘后京东并未有任何正式公告。有媒体援引知情者消息称,京东最大的企业持股股东沃尔玛要出售1.445亿股京东股票,对这笔大宗交易的报价每股24.85美元至25.85美元,摩根士丹利是接受沃尔玛这笔交易委托的证券经纪商。沃尔玛和...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3724973\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a72301ea5d8267c09fcf464583b3af41","relate_stocks":{"09618":"京东集团-SW","JD":"京东"},"source_url":"https://wallstreetcn.com/articles/3724973","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185318595","content_text":"媒体称,沃尔玛对出售1.445亿股京东股票的交易报价最低每股24.85美元,较周二京东收盘折价11.8%。8月21日,美股盘后,在美上市中概股京东盘后暴跌,跌幅一度超过10%。盘后京东并未有任何正式公告。有媒体援引知情者消息称,京东最大的企业持股股东沃尔玛要出售1.445亿股京东股票,对这笔大宗交易的报价每股24.85美元至25.85美元,摩根士丹利是接受沃尔玛这笔交易委托的证券经纪商。沃尔玛和京东的公司代表都未对上述消息置评。若消息属实,按消息所说的报价高端成交,沃尔玛这笔交易的金额将达到37.4亿美元,即使按低端成交,沃尔玛也将收获35.9亿美元。周二当天,京东收跌近4.6%,跌离本周一连涨第三个交易日所创的6月12日以来收盘高位。以周二收盘价计算,沃尔玛此次抛售的报价相当于较周二折价高达11.8%,以报价低端计算,沃尔玛的最低折价也有8.3%。作为持股京东超过5%的大股东,沃尔玛目前没有任何递交美国证监会SEC的文件披露周二媒体所说的减持交易计划。有媒体称,沃尔玛计划出售的1.445亿股来自2016年该公司出售1号店获得的京东股权。2016年6月,京东和沃尔玛共同宣布达成深度战略合作,沃尔玛旗下的1号店并入京东,同时沃尔玛获得京东约5%股权。根据双方当时达成的协议,沃尔玛获得京东新发行的约1.45亿A类普通股,约为京东发行总股本数的5%,以京东当时股价计算,这笔交易价格约为15亿美元。此后,沃尔玛持有的京东股份很快攀升,2016年10月,持股占比就超过了10%。京东今年稍早发布的2023年年报显示,截至今年3月31日,京东创始人刘强东合计持有京东11.2%的股权,以及70.5%的投票权,沃尔玛持有9.4%股权,及3.1%的投票权。相比一年前的去年2月末,刘强东对京东持有的京东股权下降1.5个百分点,投票权下降3.4个百分点,沃尔玛的持股数不变,而持股比例提高了0.2个百分点,投票权增加0.3个百分点。本周二爆出沃尔玛寻求抛售超1亿股的消息前,京东上周四刚刚公布了优于预期的二季度财报。二季度京东营业收入2914.0亿元人民币,同比增长1.2%,高于分析师预期的2905.1亿元,当季调整后息税折旧及摊销前利润(EBITDA)135.3亿元,同比增加30%,远超分析师预期的116.9亿元。财报后,京东美股上周五大幅收涨近8.5%,京东港股涨约9%。虽然京东二季度财报总体利好,但摩根士丹利此后发布报告指出,在消费疲软和电子商务竞争日趋激烈的背景下,京东的营收同比增长仅为1.2%,这应引起市场关注。摩根士丹利报告称,上半年,京东和京东零售的营收同比增长3.9%,略高于中国国家统计局公布的上半年中国社会消费品零售总额增速3.7%。报告预计,下半年京东的收入增长不会有显著恢复。第三季度和第四季度,京东零售的营收将分别增长4.4%和4.7%,全年预计增长4.2%。同时,摩根士丹利谨慎地下调了京东的营收预期,对京东2025年和2026年的营收预期分别减少5%和10%,反映摩根士丹利对京东在激烈行业竞争中恢复增长势头的保守看法。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328428488724712,"gmtCreate":1721225820781,"gmtModify":1721225821989,"author":{"id":"3516188019373099","authorId":"3516188019373099","name":"唐米半","avatar":"https://static.tigerbbs.com/1d0b7ac56778b5f9cc2724c4a0d12d56","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3516188019373099","authorIdStr":"3516188019373099"},"themes":[],"htmlText":"<a 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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香港金管局跟随美联储暂停加息,将基准利率维持在5.5%不变\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\">2023-06-15 07:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月15日讯,香港金管局跟随美联储暂停加息,将基准利率维持在5.5%不变。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/76efd0a7c4e562b4c38bf99a616e8fc9","relate_stocks":{"HSTECH":"恒生科技指数","HSCEI":"国企指数","HSI":"恒生指数","HSCCI":"红筹指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163206475","content_text":"6月15日讯,香港金管局跟随美联储暂停加息,将基准利率维持在5.5%不变。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":660881028,"gmtCreate":1661524440567,"gmtModify":1661524440567,"author":{"id":"3516188019373099","authorId":"3516188019373099","name":"唐米半","avatar":"https://static.tigerbbs.com/1d0b7ac56778b5f9cc2724c4a0d12d56","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3516188019373099","authorIdStr":"3516188019373099"},"themes":[],"htmlText":"在后面的行情中再找机会空……","listText":"在后面的行情中再找机会空……","text":"在后面的行情中再找机会空……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/660881028","repostId":"1154194599","repostType":2,"repost":{"id":"1154194599","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":1661522913,"share":"https://www.laohu8.com/m/news/1154194599?lang=&edition=full","pubTime":"2022-08-26 22:08","market":"us","language":"zh","title":"又见大妖股!中概股见知教育首日暴涨超3100%","url":"https://stock-news.laohu8.com/highlight/detail?id=1154194599","media":"老虎资讯综合","summary":"8月26日,又见大妖股!中概股见知教育首日上市,触发熔断后恢复交易,股价暴涨超31倍,报160美元,IPO价为5美元/股。见知教育是一家在线职业教育服务商,依托云计算、大数据、人工智能等技术,为国内高","content":"<html><head></head><body><p>8月26日,又见大妖股!中概股见知教育首日上市,触发熔断后恢复交易,股价暴涨超31倍,报160美元,IPO价为5美元/股。</p><p><img src=\"https://static.tigerbbs.com/513b3d4c46b91bd25d7b22c538b2e5d6\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>见知教育是一家在线职业教育服务商,依托云计算、大数据、人工智能等技术,为国内高等院校及其他机构客户提供数字教育内容和智能教育解决方案。集团总部位于北京,并在上海、广州建立分子公司。集团布局全国,已构建了遍布全国10余省市的高校服务网络与3大云服务中心,打造多层次运营体系,形成高校、互联网、产业融合的创新型教育服务生态体系。</p><p><b>成立于2011年的见知教育,前身为森途教育,曾于2016年5月在新三板挂牌上市,不过上市一年多后便退市了。随后,见知教育便开始了“屡战屡败,屡败屡战”的上市之路,先后于2018年10月3日、2019年4月30日、2020年2月28日,2020年9月18日,四次向港交所递交招股书却都以失败而告终。</b></p><p>又经过了一年的准备,见知教育这次选择转战美股,于2021年7月13日正式向美国证券交易委员会(SEC)递交招股书,希望在纳斯达克上市,股票代码为JZ。但赴美上市之路同样坎坷,见知教育已向SEC更新了十多次招股说明书。</p><p>直到今天,见知教育终于成功登陆美股,但也在开盘后不久狂涨,成为了投资者眼中的“妖股”。</p><p><b>毛利率逐年下滑,现金流不足</b></p><p>财务数据显示,见知教育2020年营业收入同比增长13.1%至4.05亿元,2021年营业收入同比增长16.87%至4.73亿元,净利润分别为0.869亿元、0.529亿元。</p><p><b>从毛利率方面来看,其营收与毛利之间正在形成剪刀差,2019至2021年分别为36.5%、31.9%、22%,且下滑幅度呈加速趋势。</b>公司招股书解释称,2020年毛利率的下滑是因为教育内容成本开支的上升以及毛利率相对较低的教育内容服务业务收入占比的提升;而2021年毛利率的下滑是因为教育内容成本的上升以及IT相关解决方案中低毛利业务设备的采购和组装收入的增长。</p><p>而之所以在过去几年一再寻求上市,很大程度上是因为公司现金流逐渐枯竭,急需融资来获得更多资金。</p><p>根据招股书,截至2019年末,见知教育所拥有的现金及现金等价物余额为8826.8万元,到2020年末,骤减76.27%至2094.9万元。截至2021年3月31日,见知教育剩余现金为3366万元,或将难以支撑其高企的研发迭代费用,发展速度也势必会受限。</p></body></html>","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又见大妖股!中概股见知教育首日暴涨超3100% \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\">2022-08-26 22:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月26日,又见大妖股!中概股见知教育首日上市,触发熔断后恢复交易,股价暴涨超31倍,报160美元,IPO价为5美元/股。</p><p><img src=\"https://static.tigerbbs.com/513b3d4c46b91bd25d7b22c538b2e5d6\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>见知教育是一家在线职业教育服务商,依托云计算、大数据、人工智能等技术,为国内高等院校及其他机构客户提供数字教育内容和智能教育解决方案。集团总部位于北京,并在上海、广州建立分子公司。集团布局全国,已构建了遍布全国10余省市的高校服务网络与3大云服务中心,打造多层次运营体系,形成高校、互联网、产业融合的创新型教育服务生态体系。</p><p><b>成立于2011年的见知教育,前身为森途教育,曾于2016年5月在新三板挂牌上市,不过上市一年多后便退市了。随后,见知教育便开始了“屡战屡败,屡败屡战”的上市之路,先后于2018年10月3日、2019年4月30日、2020年2月28日,2020年9月18日,四次向港交所递交招股书却都以失败而告终。</b></p><p>又经过了一年的准备,见知教育这次选择转战美股,于2021年7月13日正式向美国证券交易委员会(SEC)递交招股书,希望在纳斯达克上市,股票代码为JZ。但赴美上市之路同样坎坷,见知教育已向SEC更新了十多次招股说明书。</p><p>直到今天,见知教育终于成功登陆美股,但也在开盘后不久狂涨,成为了投资者眼中的“妖股”。</p><p><b>毛利率逐年下滑,现金流不足</b></p><p>财务数据显示,见知教育2020年营业收入同比增长13.1%至4.05亿元,2021年营业收入同比增长16.87%至4.73亿元,净利润分别为0.869亿元、0.529亿元。</p><p><b>从毛利率方面来看,其营收与毛利之间正在形成剪刀差,2019至2021年分别为36.5%、31.9%、22%,且下滑幅度呈加速趋势。</b>公司招股书解释称,2020年毛利率的下滑是因为教育内容成本开支的上升以及毛利率相对较低的教育内容服务业务收入占比的提升;而2021年毛利率的下滑是因为教育内容成本的上升以及IT相关解决方案中低毛利业务设备的采购和组装收入的增长。</p><p>而之所以在过去几年一再寻求上市,很大程度上是因为公司现金流逐渐枯竭,急需融资来获得更多资金。</p><p>根据招股书,截至2019年末,见知教育所拥有的现金及现金等价物余额为8826.8万元,到2020年末,骤减76.27%至2094.9万元。截至2021年3月31日,见知教育剩余现金为3366万元,或将难以支撑其高企的研发迭代费用,发展速度也势必会受限。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c5f6cd84096ca9b3b893fb788b76d134","relate_stocks":{"JZ":"见知教育"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154194599","content_text":"8月26日,又见大妖股!中概股见知教育首日上市,触发熔断后恢复交易,股价暴涨超31倍,报160美元,IPO价为5美元/股。见知教育是一家在线职业教育服务商,依托云计算、大数据、人工智能等技术,为国内高等院校及其他机构客户提供数字教育内容和智能教育解决方案。集团总部位于北京,并在上海、广州建立分子公司。集团布局全国,已构建了遍布全国10余省市的高校服务网络与3大云服务中心,打造多层次运营体系,形成高校、互联网、产业融合的创新型教育服务生态体系。成立于2011年的见知教育,前身为森途教育,曾于2016年5月在新三板挂牌上市,不过上市一年多后便退市了。随后,见知教育便开始了“屡战屡败,屡败屡战”的上市之路,先后于2018年10月3日、2019年4月30日、2020年2月28日,2020年9月18日,四次向港交所递交招股书却都以失败而告终。又经过了一年的准备,见知教育这次选择转战美股,于2021年7月13日正式向美国证券交易委员会(SEC)递交招股书,希望在纳斯达克上市,股票代码为JZ。但赴美上市之路同样坎坷,见知教育已向SEC更新了十多次招股说明书。直到今天,见知教育终于成功登陆美股,但也在开盘后不久狂涨,成为了投资者眼中的“妖股”。毛利率逐年下滑,现金流不足财务数据显示,见知教育2020年营业收入同比增长13.1%至4.05亿元,2021年营业收入同比增长16.87%至4.73亿元,净利润分别为0.869亿元、0.529亿元。从毛利率方面来看,其营收与毛利之间正在形成剪刀差,2019至2021年分别为36.5%、31.9%、22%,且下滑幅度呈加速趋势。公司招股书解释称,2020年毛利率的下滑是因为教育内容成本开支的上升以及毛利率相对较低的教育内容服务业务收入占比的提升;而2021年毛利率的下滑是因为教育内容成本的上升以及IT相关解决方案中低毛利业务设备的采购和组装收入的增长。而之所以在过去几年一再寻求上市,很大程度上是因为公司现金流逐渐枯竭,急需融资来获得更多资金。根据招股书,截至2019年末,见知教育所拥有的现金及现金等价物余额为8826.8万元,到2020年末,骤减76.27%至2094.9万元。截至2021年3月31日,见知教育剩余现金为3366万元,或将难以支撑其高企的研发迭代费用,发展速度也势必会受限。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348542585,"gmtCreate":1617945760847,"gmtModify":1617945760847,"author":{"id":"3516188019373099","authorId":"3516188019373099","name":"唐米半","avatar":"https://static.tigerbbs.com/1d0b7ac56778b5f9cc2724c4a0d12d56","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3516188019373099","authorIdStr":"3516188019373099"},"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":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348542585","repostId":"2125722365","repostType":2,"repost":{"id":"2125722365","kind":"news","pubTimestamp":1617843570,"share":"https://www.laohu8.com/m/news/2125722365?lang=&edition=full","pubTime":"2021-04-08 08:59","market":"sh","language":"zh","title":"石头科技遇成长阵痛:IPO募投项目延缓、业绩增速创新低、股东减持","url":"https://stock-news.laohu8.com/highlight/detail?id=2125722365","media":"中国家电网","summary":"石头科技遇成长阵痛:IPO募投项目延缓、业绩增速创新低、股东减持 来源:蓝鲸tmt石头科技产品类别单一,在家用扫地机器人领域的技术与其他企业相比并无明显优势;在离开小米后,消费者或短期内不能认可石头品牌,若石头科技在未来不能找到新的业绩增长点,发展将充满危机。除商用机器人项目,石头科技另有多个原本预计今年达到可使用状态的IPO募投项目也都将顺延到明年,包括原新一代扫地机器人项目、石头智连数据平台开发项目。","content":"<html><body><p>原标题:<a href=\"https://laohu8.com/S/688169\">石头科技</a>遇成长阵痛:IPO募投项目延缓、业绩增速创新低、股东减持 来源:蓝鲸tmt</p><p>石头科技产品类别单一,在家用扫地<a href=\"https://laohu8.com/S/300024\">机器人</a>领域的技术与其他企业相比并无明显优势;在离开小米后,消费者或短期内不能认可石头品牌,若石头科技在未来不能找到新的业绩增长点,发展将充满危机。</p><p>近日,石头科技发布调整募集资金投资项目实施进度公告称,多个原本预计今年达到可使用状态的IPO募投项目将延至2022年。此前,石头科技计划新一代扫地机器人项目、石头智连数据平台开发项目将于2021年4月份达到可使用状态,而商用清洁机器人产品开发项目于9月可使用。</p><p>至于延缓原因,公告称,石头科技新一代扫地机器人项目仍有技术难点尚需攻克,而商用清洁机器人产品产品研发难度较大且周期较长,对技术研发人员技能要求较高。这意味着,石头科技的技术储备仍然不足。</p><p>作为小米的生态链企业,石头科技近年来深陷依赖小米的处境。为了改变这一现状,石头不断主推自有品牌,“去小米化”初显成效。但与此同时,石头科技开始面临新的难题,其2020年迎来业绩增速新低,陷入转型阵痛。</p><p>此外,上市已一年的石头科技曾顶着“发行价第一”的光环在上市首日大涨近一倍,被称为“疯狂的石头”。但记者注意到,在股票解禁后,石头科技的股东开始大额减持。</p><p>业内人士表示,石头科技产品类别单一,在家用扫地机器人领域的技术与其他企业相比并无明显优势;在离开小米后,消费者或短期内不能认可石头品牌,若石头科技在未来不能找到新的业绩增长点,发展将充满危机。</p><p>家用机器人市占率排名靠后,商用扫地机器人延期问世</p><p>与小米的关系渐行渐远后,在市占率上,石头科技尚不及小米。在家用扫地机器人领域,根据奥维云盘数据显示,一季度石头科技线上市占率10.81%,排名第四;而在线下,石头科技市占率仅为0.31%。</p><p>从目前扫地机器人的格局来看,多名业内人士对记者表示,在全球范围内,石头科技不仅有<a href=\"https://laohu8.com/S/603486\">科沃斯</a>这样的对手,戴森、小米、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、<a href=\"https://laohu8.com/S/PC\">松下</a>、海尔等类消费电子和家电公司也都在该领域持续发力;<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>云鲸也逐渐发展起来,线上市占率已经超过了石头科技。</p><p>资深产业经济观察家梁振鹏称,扫地机器人品类整体技术水平比较低下,还远远没有达到<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>化水平比较高的程度,也远不能满足用户的需求,石头科技的扫地机器人也没有显现出与其他竞争对手有很大的不同,“很多用户把扫地机器人买回家之后,都成了一个玩具,真正清洁还要依靠吸尘器。”</p><p>为了寻求新的增长点,石头科技开始加大对商用清洁机器人的研发。2020年9月,石头科技在互动平台表示,旗下商用清洁机器人研发工作已经完成,处于测试阶段。石头科技称,商用清洁机器人是公司募集资金投资建设项目,主要应用于商场、大型超市、办公楼、机场等大型室内空间,公共领域的清扫。</p><p>多名业内人士对记者表示,随着人工成本的不断上升,长期看,商用清洁机器人是非常有发展潜力的品类,石头科技也被市场及业内寄予较大希望。</p><p>然而石头科技的商用扫地机器人却面临延期问市的囧境。4月1日,石头科技发布公告称,将调整募集资金投资项目实施进度,商用清洁机器人产品开发项目完成时间将从今年9月推迟至2022年9月。该项目计划总投资2.88亿元,使用募集资金投资2.8亿元,目前已完成投资1.71亿元。</p><p>石头科技在公告中坦承,商用清洁机器人产品研发难度较大且周期较长,对技术研发人员技能要求较高;整个商用机器人行业尚处于早期发展阶段,软件开发和结构设计等方面技术人才较为稀缺。因研发人员的扩充未达到预计速度,一定程度上影响了项目开发进度;同时2020年初因疫情原因,原计划与产品试制相对应的研发和试制计划也受到了一定影响,项目开发进度相应顺延。</p><p>除商用机器人项目,石头科技另有多个原本预计今年达到可使用状态的IPO募投项目也都将顺延到明年,包括原新一代扫地机器人项目、石头智连数据平台开发项目。</p><p>梁振鹏表示,“目前,石头科技并没有找到新的有效增长营业额与利润的方式,这对石头科技是一件很危险的事情,当扫地机器人市场一旦趋于饱和,明显发生萎缩的时候,石头科技的业绩便会快速下降。”</p><p>“去小米化”后现阵痛,2020年业绩增速创新低</p><p>作为小米生态链企业,石头科技的发展离不开小米。业内人士表示,石头科技凭借小米在品牌、渠道、供应链等方面的支持起家,业绩和市场占有率得到快速提升,在业内迅速崭露头角。2016年小米推出由石头科技代为开发的“米家智能扫地机器人”,也是石头科技2016年的主要收入来源。</p><p>随后,石头科技开始逐渐发展其自有品牌,在中高端市场推出石头品牌,在低端市场推出小瓦品牌;而米家品牌主打性价比。</p><p>多名业内人士表示,石头科技正像华米与极米一样,寻求“去小米化”。但石头科技董事长昌敬却在此前接受媒体采访时表示,所谓的“去小米化”是表象,本质上是先期通过小米活下来,然后自然而然寻求独立发展。</p><p>招股书显示,石头科技与小米集团的关联交易比重在逐年大幅下降。2016年、2017年、2018年及2019年1-6月,石头科技与小米集团的关联交易金额为分别为1.83亿元、10.1亿元、15.29亿元和9.14亿元,占主营业务收入的比重分别为100%、90.36%、50.17%和43.01%。</p><p>而石头科技财报数据显示,到了2020年1-6月,石头科技公司共销售96.6万台扫地机器人,实现销售收入17亿元。其中,自有品牌扫地机器人实现销售75.3万台,实现销售收入14.9亿万元,收入占比提升至83.62%。自此,石头科技与小米从合作关系变为竞合关系。</p><p>尽管“去小米化”成效开始凸显,但受小米定制产品订单减少影响,石头科技不得不面临转型阵痛。2020年1-6月,石头科技实现营业收入17.76亿元,同比减少16.42%;2020年二季度,石头科技整体销售收入较上年同期下降7.44%。</p><p>2021年2月,石头科技公布了2020年度业绩快报,但财报详情至今未公布。记者注意到,2020年度石头科技的营收与净利增速均创下年度新低。</p><p>对此,梁振鹏分析称:“离开小米的销售渠道支撑之后,消费者或很难认可石头的自主品牌,未来发展充满危机。”</p><p>解禁后股东大额减持引发股价暴跌,</p><p>未来成长性引担忧</p><p>石头科技于2020年2月21日登陆科创板,彼时其IPO价格为271.12元/股,顶着“发行价第一”的光环。</p><p>在上市首日,石头科技报收497.9元/股,涨幅高达83.65%,被外界称为“疯狂的石头”。10个月后,石头科技股价破千,成为科创板首支千元股。</p><p>2月22日,随着其上市一周年的到来,石头科技迎来2858.87万股解禁,占公司总股本的42.87%,解禁市值为317.22亿元,为上市以来最大规模解禁。</p><p>当日,石头科技发布公告称,公司股东及董监高等十名股东拟通过询价转让、集中竞价或大宗交易的方式减持合计不超过739.75万股,不超过11.1%,减持原因均为“自身资金需求”。</p><p>受到股票解禁流通的影响,石头科技2月22日开盘大跌,跌破千亿元,午后延续跌势,报收于966.02元/股,跌幅12.97%,较上一个交易日蒸发近百亿。</p><p>值得注意的是,在10名减持的股东中,顺为资本与天津金米也在其中,合计减持约183.33万股,比例合计约2.75%。</p><p>据悉,在本轮减持之前,顺为资本和天津金米分别持有石头科技9.64%和8.89%股份,为第二和第三大股东。如果按照石头科技2月22日收盘价来计算,二者减持金额高达17亿元。</p><p>针对小米系股东减持石头科技的原因,多名投资界人士对记者分析称,一方面是石头科技上市以来股价较发行价翻了近4倍,给投资者带来巨大收益;另一方面,石头科技不断推自有品牌,对小米依赖度大幅降低,两者关系逐渐由合作向竞争转移。</p><p>另有券商人士认为,石头科技与小米共享专利,也没有自己的专有渠道,在缺少小米支撑后短期内很难建立比较高的竞争壁垒。股东大额减持的行为,或许也在一定程度上透露出他们对于石头科技未来成长性的担忧。</p></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2021-04-08 08:59 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-04-08/doc-ikmyaawa8443624.shtml><strong>中国家电网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:石头科技遇成长阵痛:IPO募投项目延缓、业绩增速创新低、股东减持 来源:蓝鲸tmt石头科技产品类别单一,在家用扫地机器人领域的技术与其他企业相比并无明显优势;在离开小米后,消费者或短期内不能认可石头品牌,若石头科技在未来不能找到新的业绩增长点,发展将充满危机。近日,石头科技发布调整募集资金投资项目实施进度公告称,多个原本预计今年达到可使用状态的IPO募投项目将延至2022年。此前,石头科技...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-04-08/doc-ikmyaawa8443624.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6fbf01f7f05b8e19310c373e91afb92e","relate_stocks":{"688169":"石头科技"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-04-08/doc-ikmyaawa8443624.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2125722365","content_text":"原标题:石头科技遇成长阵痛:IPO募投项目延缓、业绩增速创新低、股东减持 来源:蓝鲸tmt石头科技产品类别单一,在家用扫地机器人领域的技术与其他企业相比并无明显优势;在离开小米后,消费者或短期内不能认可石头品牌,若石头科技在未来不能找到新的业绩增长点,发展将充满危机。近日,石头科技发布调整募集资金投资项目实施进度公告称,多个原本预计今年达到可使用状态的IPO募投项目将延至2022年。此前,石头科技计划新一代扫地机器人项目、石头智连数据平台开发项目将于2021年4月份达到可使用状态,而商用清洁机器人产品开发项目于9月可使用。至于延缓原因,公告称,石头科技新一代扫地机器人项目仍有技术难点尚需攻克,而商用清洁机器人产品产品研发难度较大且周期较长,对技术研发人员技能要求较高。这意味着,石头科技的技术储备仍然不足。作为小米的生态链企业,石头科技近年来深陷依赖小米的处境。为了改变这一现状,石头不断主推自有品牌,“去小米化”初显成效。但与此同时,石头科技开始面临新的难题,其2020年迎来业绩增速新低,陷入转型阵痛。此外,上市已一年的石头科技曾顶着“发行价第一”的光环在上市首日大涨近一倍,被称为“疯狂的石头”。但记者注意到,在股票解禁后,石头科技的股东开始大额减持。业内人士表示,石头科技产品类别单一,在家用扫地机器人领域的技术与其他企业相比并无明显优势;在离开小米后,消费者或短期内不能认可石头品牌,若石头科技在未来不能找到新的业绩增长点,发展将充满危机。家用机器人市占率排名靠后,商用扫地机器人延期问世与小米的关系渐行渐远后,在市占率上,石头科技尚不及小米。在家用扫地机器人领域,根据奥维云盘数据显示,一季度石头科技线上市占率10.81%,排名第四;而在线下,石头科技市占率仅为0.31%。从目前扫地机器人的格局来看,多名业内人士对记者表示,在全球范围内,石头科技不仅有科沃斯这样的对手,戴森、小米、三星、松下、海尔等类消费电子和家电公司也都在该领域持续发力;创业公司云鲸也逐渐发展起来,线上市占率已经超过了石头科技。资深产业经济观察家梁振鹏称,扫地机器人品类整体技术水平比较低下,还远远没有达到智能化水平比较高的程度,也远不能满足用户的需求,石头科技的扫地机器人也没有显现出与其他竞争对手有很大的不同,“很多用户把扫地机器人买回家之后,都成了一个玩具,真正清洁还要依靠吸尘器。”为了寻求新的增长点,石头科技开始加大对商用清洁机器人的研发。2020年9月,石头科技在互动平台表示,旗下商用清洁机器人研发工作已经完成,处于测试阶段。石头科技称,商用清洁机器人是公司募集资金投资建设项目,主要应用于商场、大型超市、办公楼、机场等大型室内空间,公共领域的清扫。多名业内人士对记者表示,随着人工成本的不断上升,长期看,商用清洁机器人是非常有发展潜力的品类,石头科技也被市场及业内寄予较大希望。然而石头科技的商用扫地机器人却面临延期问市的囧境。4月1日,石头科技发布公告称,将调整募集资金投资项目实施进度,商用清洁机器人产品开发项目完成时间将从今年9月推迟至2022年9月。该项目计划总投资2.88亿元,使用募集资金投资2.8亿元,目前已完成投资1.71亿元。石头科技在公告中坦承,商用清洁机器人产品研发难度较大且周期较长,对技术研发人员技能要求较高;整个商用机器人行业尚处于早期发展阶段,软件开发和结构设计等方面技术人才较为稀缺。因研发人员的扩充未达到预计速度,一定程度上影响了项目开发进度;同时2020年初因疫情原因,原计划与产品试制相对应的研发和试制计划也受到了一定影响,项目开发进度相应顺延。除商用机器人项目,石头科技另有多个原本预计今年达到可使用状态的IPO募投项目也都将顺延到明年,包括原新一代扫地机器人项目、石头智连数据平台开发项目。梁振鹏表示,“目前,石头科技并没有找到新的有效增长营业额与利润的方式,这对石头科技是一件很危险的事情,当扫地机器人市场一旦趋于饱和,明显发生萎缩的时候,石头科技的业绩便会快速下降。”“去小米化”后现阵痛,2020年业绩增速创新低作为小米生态链企业,石头科技的发展离不开小米。业内人士表示,石头科技凭借小米在品牌、渠道、供应链等方面的支持起家,业绩和市场占有率得到快速提升,在业内迅速崭露头角。2016年小米推出由石头科技代为开发的“米家智能扫地机器人”,也是石头科技2016年的主要收入来源。随后,石头科技开始逐渐发展其自有品牌,在中高端市场推出石头品牌,在低端市场推出小瓦品牌;而米家品牌主打性价比。多名业内人士表示,石头科技正像华米与极米一样,寻求“去小米化”。但石头科技董事长昌敬却在此前接受媒体采访时表示,所谓的“去小米化”是表象,本质上是先期通过小米活下来,然后自然而然寻求独立发展。招股书显示,石头科技与小米集团的关联交易比重在逐年大幅下降。2016年、2017年、2018年及2019年1-6月,石头科技与小米集团的关联交易金额为分别为1.83亿元、10.1亿元、15.29亿元和9.14亿元,占主营业务收入的比重分别为100%、90.36%、50.17%和43.01%。而石头科技财报数据显示,到了2020年1-6月,石头科技公司共销售96.6万台扫地机器人,实现销售收入17亿元。其中,自有品牌扫地机器人实现销售75.3万台,实现销售收入14.9亿万元,收入占比提升至83.62%。自此,石头科技与小米从合作关系变为竞合关系。尽管“去小米化”成效开始凸显,但受小米定制产品订单减少影响,石头科技不得不面临转型阵痛。2020年1-6月,石头科技实现营业收入17.76亿元,同比减少16.42%;2020年二季度,石头科技整体销售收入较上年同期下降7.44%。2021年2月,石头科技公布了2020年度业绩快报,但财报详情至今未公布。记者注意到,2020年度石头科技的营收与净利增速均创下年度新低。对此,梁振鹏分析称:“离开小米的销售渠道支撑之后,消费者或很难认可石头的自主品牌,未来发展充满危机。”解禁后股东大额减持引发股价暴跌,未来成长性引担忧石头科技于2020年2月21日登陆科创板,彼时其IPO价格为271.12元/股,顶着“发行价第一”的光环。在上市首日,石头科技报收497.9元/股,涨幅高达83.65%,被外界称为“疯狂的石头”。10个月后,石头科技股价破千,成为科创板首支千元股。2月22日,随着其上市一周年的到来,石头科技迎来2858.87万股解禁,占公司总股本的42.87%,解禁市值为317.22亿元,为上市以来最大规模解禁。当日,石头科技发布公告称,公司股东及董监高等十名股东拟通过询价转让、集中竞价或大宗交易的方式减持合计不超过739.75万股,不超过11.1%,减持原因均为“自身资金需求”。受到股票解禁流通的影响,石头科技2月22日开盘大跌,跌破千亿元,午后延续跌势,报收于966.02元/股,跌幅12.97%,较上一个交易日蒸发近百亿。值得注意的是,在10名减持的股东中,顺为资本与天津金米也在其中,合计减持约183.33万股,比例合计约2.75%。据悉,在本轮减持之前,顺为资本和天津金米分别持有石头科技9.64%和8.89%股份,为第二和第三大股东。如果按照石头科技2月22日收盘价来计算,二者减持金额高达17亿元。针对小米系股东减持石头科技的原因,多名投资界人士对记者分析称,一方面是石头科技上市以来股价较发行价翻了近4倍,给投资者带来巨大收益;另一方面,石头科技不断推自有品牌,对小米依赖度大幅降低,两者关系逐渐由合作向竞争转移。另有券商人士认为,石头科技与小米共享专利,也没有自己的专有渠道,在缺少小米支撑后短期内很难建立比较高的竞争壁垒。股东大额减持的行为,或许也在一定程度上透露出他们对于石头科技未来成长性的担忧。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":903019951,"gmtCreate":1556720266873,"gmtModify":1704801038977,"author":{"id":"3516188019373099","authorId":"3516188019373099","name":"唐米半","avatar":"https://static.tigerbbs.com/1d0b7ac56778b5f9cc2724c4a0d12d56","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3516188019373099","idStr":"3516188019373099"},"themes":[],"htmlText":"大家来围观,猜一猜: 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隔壁的股价143了,老虎能不能有人家的那个零头呀?!铁什么时候才能练成钢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/383649329","isVote":1,"tweetType":1,"viewCount":4610,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3562154670882925","authorId":"3562154670882925","name":"DDbg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3562154670882925","idStr":"3562154670882925"},"content":"近期低点开始涨幅老虎比隔壁大,这是多么急着发财的韭菜?两个月400%涨幅,还不行?","text":"近期低点开始涨幅老虎比隔壁大,这是多么急着发财的韭菜?两个月400%涨幅,还不行?","html":"近期低点开始涨幅老虎比隔壁大,这是多么急着发财的韭菜?两个月400%涨幅,还不行?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":225358879080552,"gmtCreate":1696027257705,"gmtModify":1696027259205,"author":{"id":"3516188019373099","authorId":"3516188019373099","name":"唐米半","avatar":"https://static.tigerbbs.com/1d0b7ac56778b5f9cc2724c4a0d12d56","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3516188019373099","idStr":"3516188019373099"},"themes":[],"htmlText":"苍蝇永远不会盯无缝的坏蛋……这是自然定律","listText":"苍蝇永远不会盯无缝的坏蛋……这是自然定律","text":"苍蝇永远不会盯无缝的坏蛋……这是自然定律","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/225358879080552","repostId":"1156106620","repostType":2,"repost":{"id":"1156106620","kind":"news","pubTimestamp":1696002672,"share":"https://www.laohu8.com/m/news/1156106620?lang=&edition=full","pubTime":"2023-09-29 23:51","market":"us","language":"zh","title":"大健云仓回应做空报告:包含许多不准确、不完整及误导性陈述","url":"https://stock-news.laohu8.com/highlight/detail?id=1156106620","media":"智通财经网","summary":"大健云仓是从事大件商品出口的B2B交易平台。","content":"<html><head></head><body><p>周五,大健云仓盘中涨幅超13%。昨日,大健云仓在一份做空报告发布后收跌18.8%。大健云仓周五表示,这份做空报告包含许多不准确、不完整及误导性的陈述。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f253f1c9bebdabb799c7da16a162955d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">据悉,大健云仓是从事大件商品出口的B2B交易平台,是全球专业的国际贸易数字化服务商。Culper Research在其做空报告中表示,该公司的业务只是其声称的一小部分。</p><p style=\"text-align: justify;\">大健云仓在一份回应Culper Research的做空报告的声明中表示:“这份报告表明,Culper Research从根本上缺乏对公司业务和财务状况的了解。”“公司正在考虑索赔,并考虑采取适当行动以保护所有股东的利益。”</p><p style=\"text-align: justify;\">大健云仓表示,计划在“适当的时候”根据美国证券交易委员会(SEC)和纳斯达克的相关规则和规定进行进一步披露,以“确保及时、准确地向股东和公众传达相关信息”。</p><p style=\"text-align: justify;\">大健云仓于去年8月在纳斯达克上市,上市前两日累计涨超230%。不过,该股目前已较其历史高点大幅回调。</p></body></html>","source":"highlight_zhitongcaijin","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>大健云仓回应做空报告:包含许多不准确、不完整及误导性陈述</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大健云仓回应做空报告:包含许多不准确、不完整及误导性陈述\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-29 23:51 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1001919.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周五,大健云仓盘中涨幅超13%。昨日,大健云仓在一份做空报告发布后收跌18.8%。大健云仓周五表示,这份做空报告包含许多不准确、不完整及误导性的陈述。据悉,大健云仓是从事大件商品出口的B2B交易平台,是全球专业的国际贸易数字化服务商。Culper Research在其做空报告中表示,该公司的业务只是其声称的一小部分。大健云仓在一份回应Culper Research的做空报告的声明中表示:“这份报告...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1001919.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/4d16168dc13ad591c83eb468132849db","relate_stocks":{"GCT":"大健云仓"},"source_url":"https://www.zhitongcaijing.com/content/detail/1001919.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1156106620","content_text":"周五,大健云仓盘中涨幅超13%。昨日,大健云仓在一份做空报告发布后收跌18.8%。大健云仓周五表示,这份做空报告包含许多不准确、不完整及误导性的陈述。据悉,大健云仓是从事大件商品出口的B2B交易平台,是全球专业的国际贸易数字化服务商。Culper Research在其做空报告中表示,该公司的业务只是其声称的一小部分。大健云仓在一份回应Culper Research的做空报告的声明中表示:“这份报告表明,Culper Research从根本上缺乏对公司业务和财务状况的了解。”“公司正在考虑索赔,并考虑采取适当行动以保护所有股东的利益。”大健云仓表示,计划在“适当的时候”根据美国证券交易委员会(SEC)和纳斯达克的相关规则和规定进行进一步披露,以“确保及时、准确地向股东和公众传达相关信息”。大健云仓于去年8月在纳斯达克上市,上市前两日累计涨超230%。不过,该股目前已较其历史高点大幅回调。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1637,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4129325794847420","authorId":"4129325794847420","name":"JinxTq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4129325794847420","idStr":"4129325794847420"},"content":"你们家夏天有苍蝇是因为家里有坏蛋么 [开心]","text":"你们家夏天有苍蝇是因为家里有坏蛋么 [开心]","html":"你们家夏天有苍蝇是因为家里有坏蛋么 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