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割韭菜的小散

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割韭菜的小散

05-22

想问下，是不是利好国内光伏。补贴停止后就要血拼成本，国内光伏的成本要比美国本土的低很多，就算加上关税也低

美国众议院通过特朗普税收法案，太阳能股盘前跌幅持续扩大

割韭菜的小散

04-08

不适合资金不大的小散。实际操作中，很可能损失机会成本。当你sell put的标的跌串行权价但对方不行权时候你就很难受，面对可能随时会涨上去的正股因为有sell put不敢买入正股，要不相当于放大了风险。很多时候会看着他又涨了上去自己只赚了个期权金…

割韭菜的小散

2024-09-02

苹果1997年上市，2013年第一次分红。着什么急？

拼多多囤积超380亿美元现金！超特斯拉两倍多

割韭菜的小散

2024-07-29

$拼多多(PDD)$ 咋回事？广州维权不是7月23号的事情吗，一星期才反应？

割韭菜的小散

2023-09-08

灰熊跳梁小丑

抱歉，原内容已删除

割韭菜的小散

2021-03-26

？？？？

抱歉，原内容已删除

割韭菜的小散

2021-02-05

$贝康医疗-B(02170)$牛逼我虎！说到做到，你让我中签我下周就再入金爱你

割韭菜的小散

2021-02-04

$快手科技(01024)$虎虎，你只要让我中签，我明天入金1倍仓位，说到做到

割韭菜的小散

2021-02-04

$快手科技(01024)$虎虎我爱你。你让我中签，我答应你明天就再入金1倍仓位，说到做到

割韭菜的小散

2021-02-04

$快手科技(01024)$天灵灵，地灵灵

割韭菜的小散

2020-11-10

$BioNTech SE(BNTX)$垃圾🐯，昨晚上强制平仓了一半，有没有一点心理素质，害我今天本该盈利的现在还没有回本！！！！

割韭菜的小散

2020-11-10

垃圾🐯 有没有一点心理素质！昨晚上强制平仓我的疫苗股，害我今天本应该盈利的到现在还没有回本！我保证金在你怕啥？？？

割韭菜的小散

2020-09-07

$农夫山泉(09633)$为什么显示中签了我的持仓里还没有呢

割韭菜的小散

2020-09-07

$农夫山泉(09633)$融资的公布了吗？

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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\">2025-05-22 19:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国众议院通过特朗普税收法案，太阳能股盘前跌幅持续扩大。截至发稿，Sunrun暴跌超42%，SolarEdge跌近18%，阿特斯太阳能跌超10%，第一太阳能跌5%。<strong>该法案将终止多项绿色能源补贴，其中包括取消为安装屋顶太阳能系统的纳税人提供的30%联邦税收抵免。这一补贴曾是支撑太阳能行业增长的重要因素。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24898fd72499c66441ffcaf06439974f\" tg-width=\"450\" tg-height=\"127\"/></p><p>业内人士表示，如果该法案最终获得通过，将对整个太阳能行业造成沉重打击。过去十年，美国太阳能行业增长了10倍，目前雇佣超过10万名员工。取消补贴可能会严重影响行业发展，导致就业岗位流失。</p><p>当地时间周四上午，美国总统特朗普签署的税收法案在众议院以微弱优势通过(215票对214票，一人弃权)，推进了一个庞大的数万亿美元的一揽子计划，以增加美国的债务负担为代价，避免了年底的增税。</p><p>该法案现在将提交参议院，共和党团体正在敦促进行广泛的修改。议员们计划在8月之前就批准进行投票。其中包括将美国债务上限提高4万亿美元，财政部预测，如不提高上限，美国最早可能在八月或九月出现违约，从而增加了时间表的紧迫性。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e40492b8b995a7dbdd363a84c0042b84","relate_stocks":{"SEDG":"SolarEdge Technologies, Inc.","FSLR":"第一太阳能","RUN":"Sunrun 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put的标的跌串行权价但对方不行权时候你就很难受，面对可能随时会涨上去的正股因为有sell put不敢买入正股，要不相当于放大了风险。 很多时候会看着他又涨了上去自己只赚了个期权金…","listText":"不适合资金不大的小散。实际操作中，很可能损失机会成本。当你sell put的标的跌串行权价但对方不行权时候你就很难受，面对可能随时会涨上去的正股因为有sell put不敢买入正股，要不相当于放大了风险。 很多时候会看着他又涨了上去自己只赚了个期权金…","text":"不适合资金不大的小散。实际操作中，很可能损失机会成本。当你sell put的标的跌串行权价但对方不行权时候你就很难受，面对可能随时会涨上去的正股因为有sell put不敢买入正股，要不相当于放大了风险。 很多时候会看着他又涨了上去自己只赚了个期权金…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422208351609096","isVote":1,"tweetType":1,"viewCount":843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345053447651592,"gmtCreate":1725264612069,"gmtModify":1725264614434,"author":{"id":"3550909130742029","authorId":"3550909130742029","name":"割韭菜的小散","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550909130742029","authorIdStr":"3550909130742029"},"themes":[],"htmlText":"苹果1997年上市，2013年第一次分红。 &nbsp;着什么急？","listText":"苹果1997年上市，2013年第一次分红。 &nbsp;着什么急？","text":"苹果1997年上市，2013年第一次分红。 着什么急？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345053447651592","repostId":"1111935872","repostType":2,"repost":{"id":"1111935872","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":1725256365,"share":"https://www.laohu8.com/m/news/1111935872?lang=&edition=full","pubTime":"2024-09-02 13:52","market":"us","language":"zh","title":"拼多多囤积超380亿美元现金！超特斯拉两倍多","url":"https://stock-news.laohu8.com/highlight/detail?id=1111935872","media":"老虎资讯综合","summary":"$拼多多$ 上周大跌，原因是该公司宣布不会向投资者分红。PDD持有的净现金高达380亿美元，是第二名埃隆·马斯克的特斯拉的两倍多。PDD因旗下超低价线上市场Temu的全球扩展速度、对员工和供应商的待遇以及有限的财务披露而引发争议。拼多多在第二季度产生了60亿美元的经营现金流，使其现金和短期投资总额达到390亿美元。这些现金和长期投资总额相当于拼多多1330亿美元市值的36%。","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/PDD\">拼多多</a> 上周大跌，原因是该公司宣布不会向投资者分红。根据《金融时报》的分析，PDD Holdings积累了全球上市公司中最大的一笔现金储备，而这些公司通常不支付股息或回购股票。PDD持有的净现金高达380亿美元，是第二名埃隆·马斯克的特斯拉的两倍多。</p><p>尽管PDD在过去两年里扩展到中国以外的49个市场，市值飙升，但一些投资者认为其囤积现金是一个“危险信号”，因为该公司的财务报表不够透明，沟通也很少。</p><p>这家总部位于上海的公司股价上周下跌了31%，此前在一次电话会议中，公司警告创纪录的盈利可能会下降，并表示“在可预见的未来”不会支付股息或回购股票。值得注意的是，会议上只接收了两位分析师的提问。</p><p>PDD因旗下超低价线上市场Temu的全球扩展速度、对员工和供应商的待遇以及有限的财务披露而引发争议。随着集团规模和市值的增长，PDD已与阿里巴巴相抗衡。</p><p>大多数全球大型公司都会支付股息或回购股票，即使是厌恶分红的伯克希尔·哈撒韦，今年也回购了数十亿美元的股票。</p><p>根据彭博社的数据，在MSCI可投资市场指数中，包含来自47个国家的约2800家公司，其中有151家公司账面净现金超过50亿美元。</p><p>《金融时报》的分析发现，在这些现金充裕的公司中，只有五家公司不支付股息或回购股票：PDD、特斯拉、理想汽车、欧洲支付集团Adyen和今年4月从通用电气分拆出来的电涡轮机集团GE Vernova。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/79dad6ec15e2879cb65c314a3b3be6f1\" tg-width=\"1111\" tg-height=\"642\"/></p><p>上周，多家大型中国公司宣布了股票回购计划，其中包括京东5亿美元的回购计划（京东是拼多多的长期竞争对手）、美团10亿美元的回购计划，以及安踏体育13亿美元的回购计划。</p><p>拼多多在第二季度产生了60亿美元的经营现金流，使其现金和短期投资总额达到390亿美元。</p><p>此外，公司还有93亿美元的长期投资，主要包括定期存款和债务证券，但拼多多未进一步详细说明。这些现金和长期投资总额相当于拼多多1330亿美元市值的36%。</p><p>在上周财报发布后，摩根大通的分析师在给投资者的报告中写道，“公司的披露仍然过于有限，难以理解财务数字背后的驱动因素”，并且“投资者对拼多多不明确的指导方针和投资策略感到困惑”。尽管如此，该银行仍维持对该股票的“增持”评级。</p><p>两位持有其他电商股票但未持有拼多多的对冲基金投资者表示，他们认为拼多多缺乏股票回购计划是一个“危险信号”，可能意味着存在会计问题或资产质量问题。</p><p>拼多多告诉《金融时报》：“每家公司都会根据自身的独特情况和战略考虑做出决策。仅仅因为A公司不按照B公司的方式行事就认为这是一个‘危险信号’，这种说法实在是荒谬。”</p><p>一位发言人补充说，拼多多鼓励有具体担忧的投资者与公司联系，并提到了其2018年招股说明书中致股东的一封信。</p><p>信中写道：“相信这样一家非传统公司并不容易，这家公司努力满足用户的经济和社会需求，并对社会产生积极影响。”</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>拼多多囤积超380亿美元现金！超特斯拉两倍多</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; 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13:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> <a href=\"https://laohu8.com/S/PDD\">拼多多</a> 上周大跌，原因是该公司宣布不会向投资者分红。根据《金融时报》的分析，PDD Holdings积累了全球上市公司中最大的一笔现金储备，而这些公司通常不支付股息或回购股票。PDD持有的净现金高达380亿美元，是第二名埃隆·马斯克的特斯拉的两倍多。</p><p>尽管PDD在过去两年里扩展到中国以外的49个市场，市值飙升，但一些投资者认为其囤积现金是一个“危险信号”，因为该公司的财务报表不够透明，沟通也很少。</p><p>这家总部位于上海的公司股价上周下跌了31%，此前在一次电话会议中，公司警告创纪录的盈利可能会下降，并表示“在可预见的未来”不会支付股息或回购股票。值得注意的是，会议上只接收了两位分析师的提问。</p><p>PDD因旗下超低价线上市场Temu的全球扩展速度、对员工和供应商的待遇以及有限的财务披露而引发争议。随着集团规模和市值的增长，PDD已与阿里巴巴相抗衡。</p><p>大多数全球大型公司都会支付股息或回购股票，即使是厌恶分红的伯克希尔·哈撒韦，今年也回购了数十亿美元的股票。</p><p>根据彭博社的数据，在MSCI可投资市场指数中，包含来自47个国家的约2800家公司，其中有151家公司账面净现金超过50亿美元。</p><p>《金融时报》的分析发现，在这些现金充裕的公司中，只有五家公司不支付股息或回购股票：PDD、特斯拉、理想汽车、欧洲支付集团Adyen和今年4月从通用电气分拆出来的电涡轮机集团GE Vernova。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/79dad6ec15e2879cb65c314a3b3be6f1\" tg-width=\"1111\" tg-height=\"642\"/></p><p>上周，多家大型中国公司宣布了股票回购计划，其中包括京东5亿美元的回购计划（京东是拼多多的长期竞争对手）、美团10亿美元的回购计划，以及安踏体育13亿美元的回购计划。</p><p>拼多多在第二季度产生了60亿美元的经营现金流，使其现金和短期投资总额达到390亿美元。</p><p>此外，公司还有93亿美元的长期投资，主要包括定期存款和债务证券，但拼多多未进一步详细说明。这些现金和长期投资总额相当于拼多多1330亿美元市值的36%。</p><p>在上周财报发布后，摩根大通的分析师在给投资者的报告中写道，“公司的披露仍然过于有限，难以理解财务数字背后的驱动因素”，并且“投资者对拼多多不明确的指导方针和投资策略感到困惑”。尽管如此，该银行仍维持对该股票的“增持”评级。</p><p>两位持有其他电商股票但未持有拼多多的对冲基金投资者表示，他们认为拼多多缺乏股票回购计划是一个“危险信号”，可能意味着存在会计问题或资产质量问题。</p><p>拼多多告诉《金融时报》：“每家公司都会根据自身的独特情况和战略考虑做出决策。仅仅因为A公司不按照B公司的方式行事就认为这是一个‘危险信号’，这种说法实在是荒谬。”</p><p>一位发言人补充说，拼多多鼓励有具体担忧的投资者与公司联系，并提到了其2018年招股说明书中致股东的一封信。</p><p>信中写道：“相信这样一家非传统公司并不容易，这家公司努力满足用户的经济和社会需求，并对社会产生积极影响。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6f25b8228bc6d59f194bc0946ca03bd9","relate_stocks":{"PDD":"拼多多"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111935872","content_text":"拼多多 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我的持仓里还没有呢","text":"$农夫山泉(09633)$为什么显示中签了 我的持仓里还没有呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/978718825","isVote":1,"tweetType":1,"viewCount":4242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437786063754008,"gmtCreate":1747916643112,"gmtModify":1747919159350,"author":{"id":"3550909130742029","authorId":"3550909130742029","name":"割韭菜的小散","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550909130742029","authorIdStr":"3550909130742029"},"themes":[],"htmlText":"想问下，是不是利好国内光伏。 &nbsp;补贴停止后就要血拼成本，国内光伏的成本要比美国本土的低很多，就算加上关税也低","listText":"想问下，是不是利好国内光伏。 &nbsp;补贴停止后就要血拼成本，国内光伏的成本要比美国本土的低很多，就算加上关税也低","text":"想问下，是不是利好国内光伏。 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class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24898fd72499c66441ffcaf06439974f\" tg-width=\"450\" tg-height=\"127\"/></p><p>业内人士表示，如果该法案最终获得通过，将对整个太阳能行业造成沉重打击。过去十年，美国太阳能行业增长了10倍，目前雇佣超过10万名员工。取消补贴可能会严重影响行业发展，导致就业岗位流失。</p><p>当地时间周四上午，美国总统特朗普签署的税收法案在众议院以微弱优势通过(215票对214票，一人弃权)，推进了一个庞大的数万亿美元的一揽子计划，以增加美国的债务负担为代价，避免了年底的增税。</p><p>该法案现在将提交参议院，共和党团体正在敦促进行广泛的修改。议员们计划在8月之前就批准进行投票。其中包括将美国债务上限提高4万亿美元，财政部预测，如不提高上限，美国最早可能在八月或九月出现违约，从而增加了时间表的紧迫性。</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>美国众议院通过特朗普税收法案，太阳能股盘前跌幅持续扩大</title>\n<style 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19:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国众议院通过特朗普税收法案，太阳能股盘前跌幅持续扩大。截至发稿，Sunrun暴跌超42%，SolarEdge跌近18%，阿特斯太阳能跌超10%，第一太阳能跌5%。<strong>该法案将终止多项绿色能源补贴，其中包括取消为安装屋顶太阳能系统的纳税人提供的30%联邦税收抵免。这一补贴曾是支撑太阳能行业增长的重要因素。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24898fd72499c66441ffcaf06439974f\" tg-width=\"450\" tg-height=\"127\"/></p><p>业内人士表示，如果该法案最终获得通过，将对整个太阳能行业造成沉重打击。过去十年，美国太阳能行业增长了10倍，目前雇佣超过10万名员工。取消补贴可能会严重影响行业发展，导致就业岗位流失。</p><p>当地时间周四上午，美国总统特朗普签署的税收法案在众议院以微弱优势通过(215票对214票，一人弃权)，推进了一个庞大的数万亿美元的一揽子计划，以增加美国的债务负担为代价，避免了年底的增税。</p><p>该法案现在将提交参议院，共和党团体正在敦促进行广泛的修改。议员们计划在8月之前就批准进行投票。其中包括将美国债务上限提高4万亿美元，财政部预测，如不提高上限，美国最早可能在八月或九月出现违约，从而增加了时间表的紧迫性。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e40492b8b995a7dbdd363a84c0042b84","relate_stocks":{"SEDG":"SolarEdge Technologies, Inc.","FSLR":"第一太阳能","RUN":"Sunrun 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href=\"https://laohu8.com/S/01024\">$快手科技(01024)$</a>虎虎 我爱你。 你让我中签，我答应你明天就再入金1倍仓位，说到做到","listText":"<a href=\"https://laohu8.com/S/01024\">$快手科技(01024)$</a>虎虎 我爱你。 你让我中签，我答应你明天就再入金1倍仓位，说到做到","text":"$快手科技(01024)$虎虎 我爱你。 你让我中签，我答应你明天就再入金1倍仓位，说到做到","images":[{"img":"https://static.tigerbbs.com/e99fde9de332236ce4866e3870d66c3e","width":"640","height":"948"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317304181","isVote":1,"tweetType":1,"viewCount":2855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":345053447651592,"gmtCreate":1725264612069,"gmtModify":1725264614434,"author":{"id":"3550909130742029","authorId":"3550909130742029","name":"割韭菜的小散","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550909130742029","authorIdStr":"3550909130742029"},"themes":[],"htmlText":"苹果1997年上市，2013年第一次分红。 &nbsp;着什么急？","listText":"苹果1997年上市，2013年第一次分红。 &nbsp;着什么急？","text":"苹果1997年上市，2013年第一次分红。 着什么急？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345053447651592","repostId":"1111935872","repostType":2,"repost":{"id":"1111935872","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":1725256365,"share":"https://www.laohu8.com/m/news/1111935872?lang=&edition=full","pubTime":"2024-09-02 13:52","market":"us","language":"zh","title":"拼多多囤积超380亿美元现金！超特斯拉两倍多","url":"https://stock-news.laohu8.com/highlight/detail?id=1111935872","media":"老虎资讯综合","summary":"$拼多多$ 上周大跌，原因是该公司宣布不会向投资者分红。PDD持有的净现金高达380亿美元，是第二名埃隆·马斯克的特斯拉的两倍多。PDD因旗下超低价线上市场Temu的全球扩展速度、对员工和供应商的待遇以及有限的财务披露而引发争议。拼多多在第二季度产生了60亿美元的经营现金流，使其现金和短期投资总额达到390亿美元。这些现金和长期投资总额相当于拼多多1330亿美元市值的36%。","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/PDD\">拼多多</a> 上周大跌，原因是该公司宣布不会向投资者分红。根据《金融时报》的分析，PDD Holdings积累了全球上市公司中最大的一笔现金储备，而这些公司通常不支付股息或回购股票。PDD持有的净现金高达380亿美元，是第二名埃隆·马斯克的特斯拉的两倍多。</p><p>尽管PDD在过去两年里扩展到中国以外的49个市场，市值飙升，但一些投资者认为其囤积现金是一个“危险信号”，因为该公司的财务报表不够透明，沟通也很少。</p><p>这家总部位于上海的公司股价上周下跌了31%，此前在一次电话会议中，公司警告创纪录的盈利可能会下降，并表示“在可预见的未来”不会支付股息或回购股票。值得注意的是，会议上只接收了两位分析师的提问。</p><p>PDD因旗下超低价线上市场Temu的全球扩展速度、对员工和供应商的待遇以及有限的财务披露而引发争议。随着集团规模和市值的增长，PDD已与阿里巴巴相抗衡。</p><p>大多数全球大型公司都会支付股息或回购股票，即使是厌恶分红的伯克希尔·哈撒韦，今年也回购了数十亿美元的股票。</p><p>根据彭博社的数据，在MSCI可投资市场指数中，包含来自47个国家的约2800家公司，其中有151家公司账面净现金超过50亿美元。</p><p>《金融时报》的分析发现，在这些现金充裕的公司中，只有五家公司不支付股息或回购股票：PDD、特斯拉、理想汽车、欧洲支付集团Adyen和今年4月从通用电气分拆出来的电涡轮机集团GE Vernova。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/79dad6ec15e2879cb65c314a3b3be6f1\" tg-width=\"1111\" tg-height=\"642\"/></p><p>上周，多家大型中国公司宣布了股票回购计划，其中包括京东5亿美元的回购计划（京东是拼多多的长期竞争对手）、美团10亿美元的回购计划，以及安踏体育13亿美元的回购计划。</p><p>拼多多在第二季度产生了60亿美元的经营现金流，使其现金和短期投资总额达到390亿美元。</p><p>此外，公司还有93亿美元的长期投资，主要包括定期存款和债务证券，但拼多多未进一步详细说明。这些现金和长期投资总额相当于拼多多1330亿美元市值的36%。</p><p>在上周财报发布后，摩根大通的分析师在给投资者的报告中写道，“公司的披露仍然过于有限，难以理解财务数字背后的驱动因素”，并且“投资者对拼多多不明确的指导方针和投资策略感到困惑”。尽管如此，该银行仍维持对该股票的“增持”评级。</p><p>两位持有其他电商股票但未持有拼多多的对冲基金投资者表示，他们认为拼多多缺乏股票回购计划是一个“危险信号”，可能意味着存在会计问题或资产质量问题。</p><p>拼多多告诉《金融时报》：“每家公司都会根据自身的独特情况和战略考虑做出决策。仅仅因为A公司不按照B公司的方式行事就认为这是一个‘危险信号’，这种说法实在是荒谬。”</p><p>一位发言人补充说，拼多多鼓励有具体担忧的投资者与公司联系，并提到了其2018年招股说明书中致股东的一封信。</p><p>信中写道：“相信这样一家非传统公司并不容易，这家公司努力满足用户的经济和社会需求，并对社会产生积极影响。”</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\" 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13:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> <a href=\"https://laohu8.com/S/PDD\">拼多多</a> 上周大跌，原因是该公司宣布不会向投资者分红。根据《金融时报》的分析，PDD Holdings积累了全球上市公司中最大的一笔现金储备，而这些公司通常不支付股息或回购股票。PDD持有的净现金高达380亿美元，是第二名埃隆·马斯克的特斯拉的两倍多。</p><p>尽管PDD在过去两年里扩展到中国以外的49个市场，市值飙升，但一些投资者认为其囤积现金是一个“危险信号”，因为该公司的财务报表不够透明，沟通也很少。</p><p>这家总部位于上海的公司股价上周下跌了31%，此前在一次电话会议中，公司警告创纪录的盈利可能会下降，并表示“在可预见的未来”不会支付股息或回购股票。值得注意的是，会议上只接收了两位分析师的提问。</p><p>PDD因旗下超低价线上市场Temu的全球扩展速度、对员工和供应商的待遇以及有限的财务披露而引发争议。随着集团规模和市值的增长，PDD已与阿里巴巴相抗衡。</p><p>大多数全球大型公司都会支付股息或回购股票，即使是厌恶分红的伯克希尔·哈撒韦，今年也回购了数十亿美元的股票。</p><p>根据彭博社的数据，在MSCI可投资市场指数中，包含来自47个国家的约2800家公司，其中有151家公司账面净现金超过50亿美元。</p><p>《金融时报》的分析发现，在这些现金充裕的公司中，只有五家公司不支付股息或回购股票：PDD、特斯拉、理想汽车、欧洲支付集团Adyen和今年4月从通用电气分拆出来的电涡轮机集团GE Vernova。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/79dad6ec15e2879cb65c314a3b3be6f1\" tg-width=\"1111\" tg-height=\"642\"/></p><p>上周，多家大型中国公司宣布了股票回购计划，其中包括京东5亿美元的回购计划（京东是拼多多的长期竞争对手）、美团10亿美元的回购计划，以及安踏体育13亿美元的回购计划。</p><p>拼多多在第二季度产生了60亿美元的经营现金流，使其现金和短期投资总额达到390亿美元。</p><p>此外，公司还有93亿美元的长期投资，主要包括定期存款和债务证券，但拼多多未进一步详细说明。这些现金和长期投资总额相当于拼多多1330亿美元市值的36%。</p><p>在上周财报发布后，摩根大通的分析师在给投资者的报告中写道，“公司的披露仍然过于有限，难以理解财务数字背后的驱动因素”，并且“投资者对拼多多不明确的指导方针和投资策略感到困惑”。尽管如此，该银行仍维持对该股票的“增持”评级。</p><p>两位持有其他电商股票但未持有拼多多的对冲基金投资者表示，他们认为拼多多缺乏股票回购计划是一个“危险信号”，可能意味着存在会计问题或资产质量问题。</p><p>拼多多告诉《金融时报》：“每家公司都会根据自身的独特情况和战略考虑做出决策。仅仅因为A公司不按照B公司的方式行事就认为这是一个‘危险信号’，这种说法实在是荒谬。”</p><p>一位发言人补充说，拼多多鼓励有具体担忧的投资者与公司联系，并提到了其2018年招股说明书中致股东的一封信。</p><p>信中写道：“相信这样一家非传统公司并不容易，这家公司努力满足用户的经济和社会需求，并对社会产生积极影响。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6f25b8228bc6d59f194bc0946ca03bd9","relate_stocks":{"PDD":"拼多多"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111935872","content_text":"拼多多 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