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yoongmy
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yoongmy
2021-12-16
final countdown
@MillionaireTiger:The Final Countdown: SP500 or Nasdaq?
yoongmy
2021-11-20
分析很到位
@思辨财经:老虎财报热评:阿里减速,是暂时还是长期?
yoongmy
2021-09-27
@爱投学院:几只值得购买的电子游戏股推荐!
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countdown","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690121755","repostId":"604670714","repostType":1,"repost":{"id":604670714,"gmtCreate":1639394369736,"gmtModify":1639406323729,"author":{"id":"3527667618821228","authorId":"3527667618821228","name":"MillionaireTiger","avatar":"https://static.tigerbbs.com/8901a3026957857b6996ae953d595bee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667618821228","authorIdStr":"3527667618821228"},"themes":[],"title":"The Final Countdown: SP500 or Nasdaq?","htmlText":"Hey Tigers! How is your weekend! 🎄🎄🎄 Stocks gained some much-needed reprieve this week, with most major indexes rising over 3%. The <a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$DJIA(.DJI)$</a> led the indexes, notching a 3.86% gain this week. With a 3.6% rise this week, the <a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$S&P 500(.SPX)$</a> solidified itself as the strongest index of the year — it’s up 27.3% YTD. The only index even close is the <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$NASDAQ(.IXIC)$</a>, which is up 23.1% YTD. S&P 500 closes at an all-time high for the 67th time this year. Source: Twitter However,&nb","listText":"Hey Tigers! How is your weekend! 🎄🎄🎄 Stocks gained some much-needed reprieve this week, with most major indexes rising over 3%. The <a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$DJIA(.DJI)$</a> led the indexes, notching a 3.86% gain this week. With a 3.6% rise this week, the <a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$S&P 500(.SPX)$</a> solidified itself as the strongest index of the year — it’s up 27.3% YTD. The only index even close is the <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$NASDAQ(.IXIC)$</a>, which is up 23.1% YTD. S&P 500 closes at an all-time high for the 67th time this year. Source: Twitter However,&nb","text":"Hey Tigers! How is your weekend! 🎄🎄🎄 Stocks gained some much-needed reprieve this week, with most major indexes rising over 3%. The $DJIA(.DJI)$ led the indexes, notching a 3.86% gain this week. With a 3.6% rise this week, the $S&P 500(.SPX)$ solidified itself as the strongest index of the year — it’s up 27.3% YTD. The only index even close is the $NASDAQ(.IXIC)$, which is up 23.1% YTD. S&P 500 closes at an all-time high for the 67th time this year. Source: Twitter However,&nb","images":[{"img":"https://static.tigerbbs.com/5c3f2fd540897fac1b407dda12a885ad","width":"815","height":"815"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604670714","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872042554,"gmtCreate":1637381169178,"gmtModify":1637381169549,"author":{"id":"3549930380211206","authorId":"3549930380211206","name":"yoongmy","avatar":"https://static.tigerbbs.com/f68cb0713ff3e95f667ad0d4db12e9cb","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549930380211206","authorIdStr":"3549930380211206"},"themes":[],"htmlText":"分析很到位","listText":"分析很到位","text":"分析很到位","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872042554","repostId":"872001825","repostType":1,"repost":{"id":872001825,"gmtCreate":1637371275252,"gmtModify":1637415499428,"author":{"id":"3571026833038682","authorId":"3571026833038682","name":"思辨财经","avatar":"https://static.tigerbbs.com/26d4903b31d0aa5c76f99c3e1519f081","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571026833038682","authorIdStr":"3571026833038682"},"themes":[],"title":"老虎财报热评:阿里减速,是暂时还是长期?","htmlText":"概括总结当下阿里是非常不容易的,看空和看多似乎都有充分的理由,从舆论到我与朋友的私下辩论都是相当激烈。 看空者认为,这是一家红利不再的公司,多年来精心构筑的护城河已被短视频,被对手逐一攻破,拐点真的已现;看多者则认为,迄今为止阿里仍然是国内最大电商平台,一个行业的变革将是长期的,要以更加理性的态度看待企业,短期内阿里仍然是稳定的。 2021年Q3财报发布后,阿里美股大跌11个百分点,一时间悲观气氛重新占领上峰,阿里利空情绪蔓延在各类社交媒体中。 如今的阿里究竟怎么了,又真的要一泻千里了么?这几天我一直在追问自己,本文我们以核心零售为主要研究对象,看这家公司护城河是否真的那么不堪一击。 2021年Q3,阿里经营利润为150.06亿元,同比增长10%,但经调整后的EBITDA(息税折旧前收益)同比下降高达27%,达到348.4亿元,为多年来首次如此大幅度回调,悲观情绪由此蔓延。 那么究竟是何种因素造成的呢? 我们重点看核心零售的客户管理收入(包括广告费和佣金),见下图 在过去接近四年时间里,阿里核心电商收入增长整体处于平稳下行的周期内,这一方面有平台自身成长性的局限性问题,当平台成长至一定体量后增速变缓乃是必然规律(大基数效应),但另一方面我们也必须注意到2021年Q3该数字下滑力度确实幅度确实相当之大,过去仅有2020年Q1受疫情短暂冲击影响。 有评论将此原因归纳为:1.行业竞争的加剧,尤其是来自带货直播的冲击;2.受疫情影响,我国社消在Q3出现了较大的回调,对行业从业者带来极大的扰动。 在上图基础上,我们添加天猫GMV和社消的增长,见下图 从历史周期看,在过去相当长时间里,上述数据都遵循着:天猫GMV增长>客户管理收入增长>网上零售增长。也就是说天猫GMV跑赢了大盘,这又是阿里核心电商保持强劲增长主要原因。 在2021年Q1可以明显看到,阿里客户管理收入增长开始","listText":"概括总结当下阿里是非常不容易的,看空和看多似乎都有充分的理由,从舆论到我与朋友的私下辩论都是相当激烈。 看空者认为,这是一家红利不再的公司,多年来精心构筑的护城河已被短视频,被对手逐一攻破,拐点真的已现;看多者则认为,迄今为止阿里仍然是国内最大电商平台,一个行业的变革将是长期的,要以更加理性的态度看待企业,短期内阿里仍然是稳定的。 2021年Q3财报发布后,阿里美股大跌11个百分点,一时间悲观气氛重新占领上峰,阿里利空情绪蔓延在各类社交媒体中。 如今的阿里究竟怎么了,又真的要一泻千里了么?这几天我一直在追问自己,本文我们以核心零售为主要研究对象,看这家公司护城河是否真的那么不堪一击。 2021年Q3,阿里经营利润为150.06亿元,同比增长10%,但经调整后的EBITDA(息税折旧前收益)同比下降高达27%,达到348.4亿元,为多年来首次如此大幅度回调,悲观情绪由此蔓延。 那么究竟是何种因素造成的呢? 我们重点看核心零售的客户管理收入(包括广告费和佣金),见下图 在过去接近四年时间里,阿里核心电商收入增长整体处于平稳下行的周期内,这一方面有平台自身成长性的局限性问题,当平台成长至一定体量后增速变缓乃是必然规律(大基数效应),但另一方面我们也必须注意到2021年Q3该数字下滑力度确实幅度确实相当之大,过去仅有2020年Q1受疫情短暂冲击影响。 有评论将此原因归纳为:1.行业竞争的加剧,尤其是来自带货直播的冲击;2.受疫情影响,我国社消在Q3出现了较大的回调,对行业从业者带来极大的扰动。 在上图基础上,我们添加天猫GMV和社消的增长,见下图 从历史周期看,在过去相当长时间里,上述数据都遵循着:天猫GMV增长>客户管理收入增长>网上零售增长。也就是说天猫GMV跑赢了大盘,这又是阿里核心电商保持强劲增长主要原因。 在2021年Q1可以明显看到,阿里客户管理收入增长开始","text":"概括总结当下阿里是非常不容易的,看空和看多似乎都有充分的理由,从舆论到我与朋友的私下辩论都是相当激烈。 看空者认为,这是一家红利不再的公司,多年来精心构筑的护城河已被短视频,被对手逐一攻破,拐点真的已现;看多者则认为,迄今为止阿里仍然是国内最大电商平台,一个行业的变革将是长期的,要以更加理性的态度看待企业,短期内阿里仍然是稳定的。 2021年Q3财报发布后,阿里美股大跌11个百分点,一时间悲观气氛重新占领上峰,阿里利空情绪蔓延在各类社交媒体中。 如今的阿里究竟怎么了,又真的要一泻千里了么?这几天我一直在追问自己,本文我们以核心零售为主要研究对象,看这家公司护城河是否真的那么不堪一击。 2021年Q3,阿里经营利润为150.06亿元,同比增长10%,但经调整后的EBITDA(息税折旧前收益)同比下降高达27%,达到348.4亿元,为多年来首次如此大幅度回调,悲观情绪由此蔓延。 那么究竟是何种因素造成的呢? 我们重点看核心零售的客户管理收入(包括广告费和佣金),见下图 在过去接近四年时间里,阿里核心电商收入增长整体处于平稳下行的周期内,这一方面有平台自身成长性的局限性问题,当平台成长至一定体量后增速变缓乃是必然规律(大基数效应),但另一方面我们也必须注意到2021年Q3该数字下滑力度确实幅度确实相当之大,过去仅有2020年Q1受疫情短暂冲击影响。 有评论将此原因归纳为:1.行业竞争的加剧,尤其是来自带货直播的冲击;2.受疫情影响,我国社消在Q3出现了较大的回调,对行业从业者带来极大的扰动。 在上图基础上,我们添加天猫GMV和社消的增长,见下图 从历史周期看,在过去相当长时间里,上述数据都遵循着:天猫GMV增长>客户管理收入增长>网上零售增长。也就是说天猫GMV跑赢了大盘,这又是阿里核心电商保持强劲增长主要原因。 在2021年Q1可以明显看到,阿里客户管理收入增长开始","images":[{"img":"https://static.tigerbbs.com/184e2b0add4b5cb790be8007bb474f79","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/12d9827d47de7018d9d186df2ffdbb05","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/b136505fb7949b63457e11bfddd5af93","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872001825","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866092383,"gmtCreate":1632709685042,"gmtModify":1632798388410,"author":{"id":"3549930380211206","authorId":"3549930380211206","name":"yoongmy","avatar":"https://static.tigerbbs.com/f68cb0713ff3e95f667ad0d4db12e9cb","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549930380211206","authorIdStr":"3549930380211206"},"themes":[],"htmlText":"[强]","listText":"[强]","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/866092383","repostId":"868775613","repostType":1,"repost":{"id":868775613,"gmtCreate":1632708621332,"gmtModify":1632715082469,"author":{"id":"3540166583692073","authorId":"3540166583692073","name":"爱投学院","avatar":"https://static.tigerbbs.com/8def4c9b37e078bb8f8421d71f6603d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540166583692073","authorIdStr":"3540166583692073"},"themes":[],"title":"几只值得购买的电子游戏股推荐!","htmlText":"视频游戏股票已经走了很长一段路。从最早的乒乓球到今天最复杂的虚拟现实游戏,视频游戏几十年来一直吸引着公众的注意力。电子游戏几乎覆盖了所有人群,可以说每个人都至少拥有一款吸引他们的电子游戏。对于铁杆游戏玩家来说,这可能是在线玩《使命召唤》。对于体育迷来说,可能是 NBA 2k 或 Madden。对于公司时钟打孔器,它甚至可以是在线纸牌或弹球。就我个人而言,它是 Super Smash Bros. 和 Mario Kart。既然电子游戏如此受欢迎,那么2019 年全球电子游戏市场的价值为 1510 亿美元也就不足为奇了。这个数字也很可能在 2020 年飙升,当时人们被迫在室内连续呆几个小时。没什么可做的,电子游戏是打发时间的明显选择。因此,一位视频游戏 CEO认为,未来视频游戏的总可寻址市场 (TAM) 将比 Covid 之前更大。那么所有这些是否意味着视频游戏股票应该成为您投资组合的关键部分?也许!让我们来看看一些值得购买的顶级视频游戏股票。最值得购买的电子游戏股票注意:我不是财务顾问,只是提供我自己的研究和评论。在做出任何投资决定之前,请自行进行尽职调查。Take-Two 互动软件(纳斯达克股票代码:TTWO)在查看要购买的顶级视频游戏股票时,该行业有三个主要参与者。收入第三大的是位于纽约市的Take-Two Interactive Software。<a target=\"_blank\" href=\"https://laohu8.com/S/TTWO\">$Take-Two Interactive Software(TTWO)$</a> 拥有两大出版品牌 ROCKSTAR 和 2K。在这两个品牌之间,它拥有受欢迎的特许经营权,例如: 侠盗猎车手 赤色亡灵 午夜俱乐部 欺负 马克思佩恩 生化奇兵 NBA 2K 无主之地 值得注意的是,它最近聘请了 700 名新开发人员","listText":"视频游戏股票已经走了很长一段路。从最早的乒乓球到今天最复杂的虚拟现实游戏,视频游戏几十年来一直吸引着公众的注意力。电子游戏几乎覆盖了所有人群,可以说每个人都至少拥有一款吸引他们的电子游戏。对于铁杆游戏玩家来说,这可能是在线玩《使命召唤》。对于体育迷来说,可能是 NBA 2k 或 Madden。对于公司时钟打孔器,它甚至可以是在线纸牌或弹球。就我个人而言,它是 Super Smash Bros. 和 Mario Kart。既然电子游戏如此受欢迎,那么2019 年全球电子游戏市场的价值为 1510 亿美元也就不足为奇了。这个数字也很可能在 2020 年飙升,当时人们被迫在室内连续呆几个小时。没什么可做的,电子游戏是打发时间的明显选择。因此,一位视频游戏 CEO认为,未来视频游戏的总可寻址市场 (TAM) 将比 Covid 之前更大。那么所有这些是否意味着视频游戏股票应该成为您投资组合的关键部分?也许!让我们来看看一些值得购买的顶级视频游戏股票。最值得购买的电子游戏股票注意:我不是财务顾问,只是提供我自己的研究和评论。在做出任何投资决定之前,请自行进行尽职调查。Take-Two 互动软件(纳斯达克股票代码:TTWO)在查看要购买的顶级视频游戏股票时,该行业有三个主要参与者。收入第三大的是位于纽约市的Take-Two Interactive Software。<a target=\"_blank\" href=\"https://laohu8.com/S/TTWO\">$Take-Two Interactive Software(TTWO)$</a> 拥有两大出版品牌 ROCKSTAR 和 2K。在这两个品牌之间,它拥有受欢迎的特许经营权,例如: 侠盗猎车手 赤色亡灵 午夜俱乐部 欺负 马克思佩恩 生化奇兵 NBA 2K 无主之地 值得注意的是,它最近聘请了 700 名新开发人员","text":"视频游戏股票已经走了很长一段路。从最早的乒乓球到今天最复杂的虚拟现实游戏,视频游戏几十年来一直吸引着公众的注意力。电子游戏几乎覆盖了所有人群,可以说每个人都至少拥有一款吸引他们的电子游戏。对于铁杆游戏玩家来说,这可能是在线玩《使命召唤》。对于体育迷来说,可能是 NBA 2k 或 Madden。对于公司时钟打孔器,它甚至可以是在线纸牌或弹球。就我个人而言,它是 Super Smash Bros. 和 Mario Kart。既然电子游戏如此受欢迎,那么2019 年全球电子游戏市场的价值为 1510 亿美元也就不足为奇了。这个数字也很可能在 2020 年飙升,当时人们被迫在室内连续呆几个小时。没什么可做的,电子游戏是打发时间的明显选择。因此,一位视频游戏 CEO认为,未来视频游戏的总可寻址市场 (TAM) 将比 Covid 之前更大。那么所有这些是否意味着视频游戏股票应该成为您投资组合的关键部分?也许!让我们来看看一些值得购买的顶级视频游戏股票。最值得购买的电子游戏股票注意:我不是财务顾问,只是提供我自己的研究和评论。在做出任何投资决定之前,请自行进行尽职调查。Take-Two 互动软件(纳斯达克股票代码:TTWO)在查看要购买的顶级视频游戏股票时,该行业有三个主要参与者。收入第三大的是位于纽约市的Take-Two Interactive Software。$Take-Two Interactive Software(TTWO)$ 拥有两大出版品牌 ROCKSTAR 和 2K。在这两个品牌之间,它拥有受欢迎的特许经营权,例如: 侠盗猎车手 赤色亡灵 午夜俱乐部 欺负 马克思佩恩 生化奇兵 NBA 2K 无主之地 值得注意的是,它最近聘请了 700 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NBA 2k 或 Madden。对于公司时钟打孔器,它甚至可以是在线纸牌或弹球。就我个人而言,它是 Super Smash Bros. 和 Mario Kart。既然电子游戏如此受欢迎,那么2019 年全球电子游戏市场的价值为 1510 亿美元也就不足为奇了。这个数字也很可能在 2020 年飙升,当时人们被迫在室内连续呆几个小时。没什么可做的,电子游戏是打发时间的明显选择。因此,一位视频游戏 CEO认为,未来视频游戏的总可寻址市场 (TAM) 将比 Covid 之前更大。那么所有这些是否意味着视频游戏股票应该成为您投资组合的关键部分?也许!让我们来看看一些值得购买的顶级视频游戏股票。最值得购买的电子游戏股票注意:我不是财务顾问,只是提供我自己的研究和评论。在做出任何投资决定之前,请自行进行尽职调查。Take-Two 互动软件(纳斯达克股票代码:TTWO)在查看要购买的顶级视频游戏股票时,该行业有三个主要参与者。收入第三大的是位于纽约市的Take-Two Interactive Software。<a target=\"_blank\" href=\"https://laohu8.com/S/TTWO\">$Take-Two Interactive Software(TTWO)$</a> 拥有两大出版品牌 ROCKSTAR 和 2K。在这两个品牌之间,它拥有受欢迎的特许经营权,例如: 侠盗猎车手 赤色亡灵 午夜俱乐部 欺负 马克思佩恩 生化奇兵 NBA 2K 无主之地 值得注意的是,它最近聘请了 700 名新开发人员","listText":"视频游戏股票已经走了很长一段路。从最早的乒乓球到今天最复杂的虚拟现实游戏,视频游戏几十年来一直吸引着公众的注意力。电子游戏几乎覆盖了所有人群,可以说每个人都至少拥有一款吸引他们的电子游戏。对于铁杆游戏玩家来说,这可能是在线玩《使命召唤》。对于体育迷来说,可能是 NBA 2k 或 Madden。对于公司时钟打孔器,它甚至可以是在线纸牌或弹球。就我个人而言,它是 Super Smash Bros. 和 Mario Kart。既然电子游戏如此受欢迎,那么2019 年全球电子游戏市场的价值为 1510 亿美元也就不足为奇了。这个数字也很可能在 2020 年飙升,当时人们被迫在室内连续呆几个小时。没什么可做的,电子游戏是打发时间的明显选择。因此,一位视频游戏 CEO认为,未来视频游戏的总可寻址市场 (TAM) 将比 Covid 之前更大。那么所有这些是否意味着视频游戏股票应该成为您投资组合的关键部分?也许!让我们来看看一些值得购买的顶级视频游戏股票。最值得购买的电子游戏股票注意:我不是财务顾问,只是提供我自己的研究和评论。在做出任何投资决定之前,请自行进行尽职调查。Take-Two 互动软件(纳斯达克股票代码:TTWO)在查看要购买的顶级视频游戏股票时,该行业有三个主要参与者。收入第三大的是位于纽约市的Take-Two Interactive Software。<a target=\"_blank\" href=\"https://laohu8.com/S/TTWO\">$Take-Two Interactive Software(TTWO)$</a> 拥有两大出版品牌 ROCKSTAR 和 2K。在这两个品牌之间,它拥有受欢迎的特许经营权,例如: 侠盗猎车手 赤色亡灵 午夜俱乐部 欺负 马克思佩恩 生化奇兵 NBA 2K 无主之地 值得注意的是,它最近聘请了 700 名新开发人员","text":"视频游戏股票已经走了很长一段路。从最早的乒乓球到今天最复杂的虚拟现实游戏,视频游戏几十年来一直吸引着公众的注意力。电子游戏几乎覆盖了所有人群,可以说每个人都至少拥有一款吸引他们的电子游戏。对于铁杆游戏玩家来说,这可能是在线玩《使命召唤》。对于体育迷来说,可能是 NBA 2k 或 Madden。对于公司时钟打孔器,它甚至可以是在线纸牌或弹球。就我个人而言,它是 Super Smash Bros. 和 Mario Kart。既然电子游戏如此受欢迎,那么2019 年全球电子游戏市场的价值为 1510 亿美元也就不足为奇了。这个数字也很可能在 2020 年飙升,当时人们被迫在室内连续呆几个小时。没什么可做的,电子游戏是打发时间的明显选择。因此,一位视频游戏 CEO认为,未来视频游戏的总可寻址市场 (TAM) 将比 Covid 之前更大。那么所有这些是否意味着视频游戏股票应该成为您投资组合的关键部分?也许!让我们来看看一些值得购买的顶级视频游戏股票。最值得购买的电子游戏股票注意:我不是财务顾问,只是提供我自己的研究和评论。在做出任何投资决定之前,请自行进行尽职调查。Take-Two 互动软件(纳斯达克股票代码:TTWO)在查看要购买的顶级视频游戏股票时,该行业有三个主要参与者。收入第三大的是位于纽约市的Take-Two Interactive Software。$Take-Two Interactive Software(TTWO)$ 拥有两大出版品牌 ROCKSTAR 和 2K。在这两个品牌之间,它拥有受欢迎的特许经营权,例如: 侠盗猎车手 赤色亡灵 午夜俱乐部 欺负 马克思佩恩 生化奇兵 NBA 2K 无主之地 值得注意的是,它最近聘请了 700 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How is your weekend! 🎄🎄🎄 Stocks gained some much-needed reprieve this week, with most major indexes rising over 3%. The <a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$DJIA(.DJI)$</a> led the indexes, notching a 3.86% gain this week. With a 3.6% rise this week, the <a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$S&P 500(.SPX)$</a> solidified itself as the strongest index of the year — it’s up 27.3% YTD. The only index even close is the <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$NASDAQ(.IXIC)$</a>, which is up 23.1% YTD. S&P 500 closes at an all-time high for the 67th time this year. Source: Twitter However,&nb","listText":"Hey Tigers! How is your weekend! 🎄🎄🎄 Stocks gained some much-needed reprieve this week, with most major indexes rising over 3%. The <a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$DJIA(.DJI)$</a> led the indexes, notching a 3.86% gain this week. With a 3.6% rise this week, the <a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$S&P 500(.SPX)$</a> solidified itself as the strongest index of the year — it’s up 27.3% YTD. The only index even close is the <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$NASDAQ(.IXIC)$</a>, which is up 23.1% YTD. S&P 500 closes at an all-time high for the 67th time this year. Source: Twitter However,&nb","text":"Hey Tigers! How is your weekend! 🎄🎄🎄 Stocks gained some much-needed reprieve this week, with most major indexes rising over 3%. The $DJIA(.DJI)$ led the indexes, notching a 3.86% gain this week. With a 3.6% rise this week, the $S&P 500(.SPX)$ solidified itself as the strongest index of the year — it’s up 27.3% YTD. The only index even close is the $NASDAQ(.IXIC)$, which is up 23.1% YTD. S&P 500 closes at an all-time high for the 67th time this year. Source: Twitter However,&nb","images":[{"img":"https://static.tigerbbs.com/5c3f2fd540897fac1b407dda12a885ad","width":"815","height":"815"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604670714","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872042554,"gmtCreate":1637381169178,"gmtModify":1637381169549,"author":{"id":"3549930380211206","authorId":"3549930380211206","name":"yoongmy","avatar":"https://static.tigerbbs.com/f68cb0713ff3e95f667ad0d4db12e9cb","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549930380211206","authorIdStr":"3549930380211206"},"themes":[],"htmlText":"分析很到位","listText":"分析很到位","text":"分析很到位","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872042554","repostId":"872001825","repostType":1,"repost":{"id":872001825,"gmtCreate":1637371275252,"gmtModify":1637415499428,"author":{"id":"3571026833038682","authorId":"3571026833038682","name":"思辨财经","avatar":"https://static.tigerbbs.com/26d4903b31d0aa5c76f99c3e1519f081","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571026833038682","authorIdStr":"3571026833038682"},"themes":[],"title":"老虎财报热评:阿里减速,是暂时还是长期?","htmlText":"概括总结当下阿里是非常不容易的,看空和看多似乎都有充分的理由,从舆论到我与朋友的私下辩论都是相当激烈。 看空者认为,这是一家红利不再的公司,多年来精心构筑的护城河已被短视频,被对手逐一攻破,拐点真的已现;看多者则认为,迄今为止阿里仍然是国内最大电商平台,一个行业的变革将是长期的,要以更加理性的态度看待企业,短期内阿里仍然是稳定的。 2021年Q3财报发布后,阿里美股大跌11个百分点,一时间悲观气氛重新占领上峰,阿里利空情绪蔓延在各类社交媒体中。 如今的阿里究竟怎么了,又真的要一泻千里了么?这几天我一直在追问自己,本文我们以核心零售为主要研究对象,看这家公司护城河是否真的那么不堪一击。 2021年Q3,阿里经营利润为150.06亿元,同比增长10%,但经调整后的EBITDA(息税折旧前收益)同比下降高达27%,达到348.4亿元,为多年来首次如此大幅度回调,悲观情绪由此蔓延。 那么究竟是何种因素造成的呢? 我们重点看核心零售的客户管理收入(包括广告费和佣金),见下图 在过去接近四年时间里,阿里核心电商收入增长整体处于平稳下行的周期内,这一方面有平台自身成长性的局限性问题,当平台成长至一定体量后增速变缓乃是必然规律(大基数效应),但另一方面我们也必须注意到2021年Q3该数字下滑力度确实幅度确实相当之大,过去仅有2020年Q1受疫情短暂冲击影响。 有评论将此原因归纳为:1.行业竞争的加剧,尤其是来自带货直播的冲击;2.受疫情影响,我国社消在Q3出现了较大的回调,对行业从业者带来极大的扰动。 在上图基础上,我们添加天猫GMV和社消的增长,见下图 从历史周期看,在过去相当长时间里,上述数据都遵循着:天猫GMV增长>客户管理收入增长>网上零售增长。也就是说天猫GMV跑赢了大盘,这又是阿里核心电商保持强劲增长主要原因。 在2021年Q1可以明显看到,阿里客户管理收入增长开始","listText":"概括总结当下阿里是非常不容易的,看空和看多似乎都有充分的理由,从舆论到我与朋友的私下辩论都是相当激烈。 看空者认为,这是一家红利不再的公司,多年来精心构筑的护城河已被短视频,被对手逐一攻破,拐点真的已现;看多者则认为,迄今为止阿里仍然是国内最大电商平台,一个行业的变革将是长期的,要以更加理性的态度看待企业,短期内阿里仍然是稳定的。 2021年Q3财报发布后,阿里美股大跌11个百分点,一时间悲观气氛重新占领上峰,阿里利空情绪蔓延在各类社交媒体中。 如今的阿里究竟怎么了,又真的要一泻千里了么?这几天我一直在追问自己,本文我们以核心零售为主要研究对象,看这家公司护城河是否真的那么不堪一击。 2021年Q3,阿里经营利润为150.06亿元,同比增长10%,但经调整后的EBITDA(息税折旧前收益)同比下降高达27%,达到348.4亿元,为多年来首次如此大幅度回调,悲观情绪由此蔓延。 那么究竟是何种因素造成的呢? 我们重点看核心零售的客户管理收入(包括广告费和佣金),见下图 在过去接近四年时间里,阿里核心电商收入增长整体处于平稳下行的周期内,这一方面有平台自身成长性的局限性问题,当平台成长至一定体量后增速变缓乃是必然规律(大基数效应),但另一方面我们也必须注意到2021年Q3该数字下滑力度确实幅度确实相当之大,过去仅有2020年Q1受疫情短暂冲击影响。 有评论将此原因归纳为:1.行业竞争的加剧,尤其是来自带货直播的冲击;2.受疫情影响,我国社消在Q3出现了较大的回调,对行业从业者带来极大的扰动。 在上图基础上,我们添加天猫GMV和社消的增长,见下图 从历史周期看,在过去相当长时间里,上述数据都遵循着:天猫GMV增长>客户管理收入增长>网上零售增长。也就是说天猫GMV跑赢了大盘,这又是阿里核心电商保持强劲增长主要原因。 在2021年Q1可以明显看到,阿里客户管理收入增长开始","text":"概括总结当下阿里是非常不容易的,看空和看多似乎都有充分的理由,从舆论到我与朋友的私下辩论都是相当激烈。 看空者认为,这是一家红利不再的公司,多年来精心构筑的护城河已被短视频,被对手逐一攻破,拐点真的已现;看多者则认为,迄今为止阿里仍然是国内最大电商平台,一个行业的变革将是长期的,要以更加理性的态度看待企业,短期内阿里仍然是稳定的。 2021年Q3财报发布后,阿里美股大跌11个百分点,一时间悲观气氛重新占领上峰,阿里利空情绪蔓延在各类社交媒体中。 如今的阿里究竟怎么了,又真的要一泻千里了么?这几天我一直在追问自己,本文我们以核心零售为主要研究对象,看这家公司护城河是否真的那么不堪一击。 2021年Q3,阿里经营利润为150.06亿元,同比增长10%,但经调整后的EBITDA(息税折旧前收益)同比下降高达27%,达到348.4亿元,为多年来首次如此大幅度回调,悲观情绪由此蔓延。 那么究竟是何种因素造成的呢? 我们重点看核心零售的客户管理收入(包括广告费和佣金),见下图 在过去接近四年时间里,阿里核心电商收入增长整体处于平稳下行的周期内,这一方面有平台自身成长性的局限性问题,当平台成长至一定体量后增速变缓乃是必然规律(大基数效应),但另一方面我们也必须注意到2021年Q3该数字下滑力度确实幅度确实相当之大,过去仅有2020年Q1受疫情短暂冲击影响。 有评论将此原因归纳为:1.行业竞争的加剧,尤其是来自带货直播的冲击;2.受疫情影响,我国社消在Q3出现了较大的回调,对行业从业者带来极大的扰动。 在上图基础上,我们添加天猫GMV和社消的增长,见下图 从历史周期看,在过去相当长时间里,上述数据都遵循着:天猫GMV增长>客户管理收入增长>网上零售增长。也就是说天猫GMV跑赢了大盘,这又是阿里核心电商保持强劲增长主要原因。 在2021年Q1可以明显看到,阿里客户管理收入增长开始","images":[{"img":"https://static.tigerbbs.com/184e2b0add4b5cb790be8007bb474f79","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/12d9827d47de7018d9d186df2ffdbb05","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/b136505fb7949b63457e11bfddd5af93","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872001825","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}