+关注
南山小鱼人
老虎证券首席交易员
IP属地:广东
290
关注
36
粉丝
12
主题
0
勋章
主贴
热门
南山小鱼人
08-05
$PLTR 20240809 22.0 PUT$
财报前跑了,交易提前结束
南山小鱼人
08-05
巴老爷子又卖在了最高点 [捂脸]
南山小鱼人
08-02
[捂脸] [捂脸] [捂脸],踩错了交易窗口
南山小鱼人
08-02
至暗时刻
英特尔Q3指引不及预期!将裁员超15%、暂停派息
南山小鱼人
07-29
$拼多多(PDD)$
怎么说呢,广州那事闹的不愉快
南山小鱼人
07-14
$特斯拉(TSLA)$
老马真识途了,牛[666]
南山小鱼人
07-14
$Meta Platforms(META)$
开始认怂
南山小鱼人
07-13
有趣
浑水创始人布洛克:一些地区性银行看起来有趣,值得做空!
南山小鱼人
07-11
我的职业是解决方案,所以我会优先关注固定的信息源,比如 各大中概股吃瓜公众号,晚点公众号,远川研究所,还有一些小宇宙微信群等等,当然一亩三分地和小红书也偶尔看,最多的还是老虎了,看榜单和几个标的的最新新闻
南山小鱼人
07-10
这篇文章不错,转发给大家看看
@小虎活动:【老虎十周年】探索宝藏功能,赢1010美元奖励
南山小鱼人
06-26
2022年12月30号,证监会推进非法跨境展业整治工作,一言难 [难过]
南山小鱼人
06-25
$京东(JD)$
JD百亿补贴,水果生鲜频道 ,这段时间跟不要钱一样,简直了,从没见过这样的价格
南山小鱼人
05-18
$Faraday Future(FFIE)$
难受了
南山小鱼人
05-18
$Faraday Future(FFIE)$
新鲜的韭菜直接落地成盒
南山小鱼人
05-02
@发发虎
@迈克白
好活动,来参与
南山小鱼人
04-20
活动时间 666 [哟哟]
南山小鱼人
03-21
巨量离场,500w put交割 会roll到下一个高点 [财迷]
南山小鱼人
03-15
$RLX科技(RLX)$
坑,小票期权流动性太差了,成废纸了
南山小鱼人
03-15
不对劲,明明已经宣布回购了
抱歉,原内容已删除
南山小鱼人
03-14
要的,ai
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3559984961569694,"uuid":"3559984961569694","gmtCreate":1596891402357,"gmtModify":1691026532809,"name":"南山小鱼人","pinyin":"nsxyrnanshanxiaoyuren","introduction":"","introductionEn":"","signature":"老虎证券首席交易员","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":36,"headSize":290,"tweetSize":179,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":12,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"45aa8c9032204ad8bee19bb27da4edb8-2","templateUuid":"45aa8c9032204ad8bee19bb27da4edb8","name":"交易笔数","description":"累计达500笔","bigImgUrl":"https://static.tigerbbs.com/2a7aad6bbb003528533cf7367bf71a7d","smallImgUrl":"https://static.tigerbbs.com/545c65027673fd17e3ac5c2df0917fc4","grayImgUrl":"https://static.tigerbbs.com/4875da396980e5cdbae95a7cbf265454","redirectLinkEnabled":1,"redirectLink":"https://www.itigerup.com/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.08.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5100},{"badgeId":"d5d1b81d9a9a4306a42a1560851c3454-5","templateUuid":"d5d1b81d9a9a4306a42a1560851c3454","name":"实盘挑战","description":"累计达10个月","bigImgUrl":"https://static.tigerbbs.com/de3f2938b1f9dddd923333ef958535f5","smallImgUrl":"https://static.tigerbbs.com/a6b8bf4481e36ae8a863eae5098461e6","grayImgUrl":"https://static.tigerbbs.com/91c1c1e4d3607b46e414ab97cc6dd982","redirectLinkEnabled":1,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.03","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5600},{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"80.10%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.05.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.26","exceedPercentage":"93.34%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":7,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.26","exceedPercentage":"93.48%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},"individualDisplayBadges":null,"crmLevel":3,"crmLevelSwitch":1,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":34,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":335194126840000,"gmtCreate":1722866370298,"gmtModify":1722866372067,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/PLTR 20240809 22.0 PUT\">$PLTR 20240809 22.0 PUT$ </a> 财报前跑了,交易提前结束","listText":"<a href=\"https://laohu8.com/OPT/PLTR 20240809 22.0 PUT\">$PLTR 20240809 22.0 PUT$ </a> 财报前跑了,交易提前结束","text":"$PLTR 20240809 22.0 PUT$ 财报前跑了,交易提前结束","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335194126840000","isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335160475566288,"gmtCreate":1722832806705,"gmtModify":1722832809026,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"巴老爷子又卖在了最高点 [捂脸]","listText":"巴老爷子又卖在了最高点 [捂脸]","text":"巴老爷子又卖在了最高点 [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335160475566288","isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334134807920648,"gmtCreate":1722608820584,"gmtModify":1722608824664,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"[捂脸] [捂脸] [捂脸],踩错了交易窗口","listText":"[捂脸] [捂脸] [捂脸],踩错了交易窗口","text":"[捂脸] [捂脸] [捂脸],踩错了交易窗口","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334134807920648","isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334123996307560,"gmtCreate":1722606183041,"gmtModify":1722606184619,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"至暗时刻","listText":"至暗时刻","text":"至暗时刻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334123996307560","repostId":"1172250701","repostType":2,"repost":{"id":"1172250701","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":1722548916,"share":"https://www.laohu8.com/m/news/1172250701?lang=&edition=full","pubTime":"2024-08-02 05:48","market":"us","language":"zh","title":"英特尔Q3指引不及预期!将裁员超15%、暂停派息","url":"https://stock-news.laohu8.com/highlight/detail?id=1172250701","media":"老虎资讯综合","summary":"8月2日,$英特尔$发布2024年第二季度业绩。预计第三季度经调整毛利率38%,市场预估45.5%,预计第三季度调整后每股亏损0.030美元。英特尔宣布100亿美元成本削减计划,将裁员超过15%,四季度开始暂停派息。财报公布后,英特尔盘后加速下跌,一度跌至20%。","content":"<html><head></head><body><p>8月2日,<a href=\"https://laohu8.com/S/INTC\">英特尔</a>发布2024年第二季度业绩。财报显示,第二季度营收128.3亿美元,市场预期130亿美元,去年同期129亿美元;净亏损16.1亿美元,市场预期净亏损3.75亿美元,去年同期净利润14.81亿美元;每股亏损0.38美元,市场预期每股亏损0.08美元,去年同期每股收益0.35美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f98d805b4a85574cff7f97b40aaa6881\" title=\"\" tg-width=\"781\" tg-height=\"597\"/></p><p>预计第三季度营收125亿美元至135亿美元,分析师预期143.8亿美元;</p><p>预计第三财季调整后每股亏损0.03美元,分析师预期每股盈利0.3美元;</p><p>预计第三财季经调整毛利率38%,分析师预期45.5%;</p><p>英特尔表示,计划将其约11万名员工裁员15%以上。声明称,该公司还将从第四季度开始暂停向股东支付股息,并将在“现金流改善到可持续的更高水平”之前继续暂停。该公司自1992年以来一直支付股息。这一业绩结果突显出英特尔的逆风。该公司在半导体行业占据了数十年的主导地位,现在被迫宣传削减成本的措施,并保证能够为增长计划提供资金。</p><p>财报公布后,英特尔盘后加速下跌,一度跌至20%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56618bb02e0393274af4a394f8786d84\" title=\"\" tg-width=\"859\" tg-height=\"837\"/></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>英特尔Q3指引不及预期!将裁员超15%、暂停派息</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; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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英特尔Q3指引不及预期!将裁员超15%、暂停派息\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\">2024-08-02 05:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月2日,<a href=\"https://laohu8.com/S/INTC\">英特尔</a>发布2024年第二季度业绩。财报显示,第二季度营收128.3亿美元,市场预期130亿美元,去年同期129亿美元;净亏损16.1亿美元,市场预期净亏损3.75亿美元,去年同期净利润14.81亿美元;每股亏损0.38美元,市场预期每股亏损0.08美元,去年同期每股收益0.35美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f98d805b4a85574cff7f97b40aaa6881\" title=\"\" tg-width=\"781\" tg-height=\"597\"/></p><p>预计第三季度营收125亿美元至135亿美元,分析师预期143.8亿美元;</p><p>预计第三财季调整后每股亏损0.03美元,分析师预期每股盈利0.3美元;</p><p>预计第三财季经调整毛利率38%,分析师预期45.5%;</p><p>英特尔表示,计划将其约11万名员工裁员15%以上。声明称,该公司还将从第四季度开始暂停向股东支付股息,并将在“现金流改善到可持续的更高水平”之前继续暂停。该公司自1992年以来一直支付股息。这一业绩结果突显出英特尔的逆风。该公司在半导体行业占据了数十年的主导地位,现在被迫宣传削减成本的措施,并保证能够为增长计划提供资金。</p><p>财报公布后,英特尔盘后加速下跌,一度跌至20%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56618bb02e0393274af4a394f8786d84\" title=\"\" tg-width=\"859\" tg-height=\"837\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4579":"人工智能","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4588":"碎股","BK4141":"半导体产品","BK4512":"苹果概念","BK4527":"明星科技股","BK4529":"IDC概念","BK4575":"芯片概念","BK4554":"元宇宙及AR概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","INTC":"英特尔","BK4515":"5G概念","BK4535":"淡马锡持仓","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4534":"瑞士信贷持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172250701","content_text":"8月2日,英特尔发布2024年第二季度业绩。财报显示,第二季度营收128.3亿美元,市场预期130亿美元,去年同期129亿美元;净亏损16.1亿美元,市场预期净亏损3.75亿美元,去年同期净利润14.81亿美元;每股亏损0.38美元,市场预期每股亏损0.08美元,去年同期每股收益0.35美元。预计第三季度营收125亿美元至135亿美元,分析师预期143.8亿美元;预计第三财季调整后每股亏损0.03美元,分析师预期每股盈利0.3美元;预计第三财季经调整毛利率38%,分析师预期45.5%;英特尔表示,计划将其约11万名员工裁员15%以上。声明称,该公司还将从第四季度开始暂停向股东支付股息,并将在“现金流改善到可持续的更高水平”之前继续暂停。该公司自1992年以来一直支付股息。这一业绩结果突显出英特尔的逆风。该公司在半导体行业占据了数十年的主导地位,现在被迫宣传削减成本的措施,并保证能够为增长计划提供资金。财报公布后,英特尔盘后加速下跌,一度跌至20%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332670052135216,"gmtCreate":1722244327475,"gmtModify":1722244328778,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 怎么说呢,广州那事闹的不愉快","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 怎么说呢,广州那事闹的不愉快","text":"$拼多多(PDD)$ 怎么说呢,广州那事闹的不愉快","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332670052135216","isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327256386158936,"gmtCreate":1720928277208,"gmtModify":1720928278930,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 老马真识途了,牛[666] ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 老马真识途了,牛[666] ","text":"$特斯拉(TSLA)$ 老马真识途了,牛[666]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327256386158936","isVote":1,"tweetType":1,"viewCount":1861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327253225463824,"gmtCreate":1720927410327,"gmtModify":1720927411860,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$ </a> 开始认怂","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$ </a> 开始认怂","text":"$Meta Platforms(META)$ 开始认怂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/327253225463824","isVote":1,"tweetType":1,"viewCount":1272,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3540208402143371","authorId":"3540208402143371","authorIdStr":"3540208402143371","name":"大盘5000点见","avatar":"https://static.tigerbbs.com/ac6f54af8c0ad1edf3a65bb7d04ad40f","crmLevel":5,"crmLevelSwitch":0},"content":"川普要是上了 meta是不是得下了","text":"川普要是上了 meta是不是得下了","html":"川普要是上了 meta是不是得下了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326871268376584,"gmtCreate":1720834264812,"gmtModify":1720834266617,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"有趣","listText":"有趣","text":"有趣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326871268376584","repostId":"1176502249","repostType":4,"repost":{"id":"1176502249","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":1720794824,"share":"https://www.laohu8.com/m/news/1176502249?lang=&edition=full","pubTime":"2024-07-12 22:33","market":"us","language":"zh","title":"浑水创始人布洛克:一些地区性银行看起来有趣,值得做空!","url":"https://stock-news.laohu8.com/highlight/detail?id=1176502249","media":"老虎资讯综合","summary":"浑水创始人布洛克:一些地区性银行看起来有趣,值得做空!","content":"浑水创始人布洛克:一些地区性银行看起来有趣,值得做空!","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>7x24快讯</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; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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\">\n7x24快讯\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\">2024-07-12 22:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n浑水创始人布洛克:一些地区性银行看起来有趣,值得做空!\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176502249","content_text":"浑水创始人布洛克:一些地区性银行看起来有趣,值得做空!","news_type":1},"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326420765753568,"gmtCreate":1720694172510,"gmtModify":1720702645602,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"我的职业是解决方案,所以我会优先关注固定的信息源,比如 各大中概股吃瓜公众号,晚点公众号,远川研究所,还有一些小宇宙微信群等等,当然一亩三分地和小红书也偶尔看,最多的还是老虎了,看榜单和几个标的的最新新闻","listText":"我的职业是解决方案,所以我会优先关注固定的信息源,比如 各大中概股吃瓜公众号,晚点公众号,远川研究所,还有一些小宇宙微信群等等,当然一亩三分地和小红书也偶尔看,最多的还是老虎了,看榜单和几个标的的最新新闻","text":"我的职业是解决方案,所以我会优先关注固定的信息源,比如 各大中概股吃瓜公众号,晚点公众号,远川研究所,还有一些小宇宙微信群等等,当然一亩三分地和小红书也偶尔看,最多的还是老虎了,看榜单和几个标的的最新新闻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326420765753568","isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326144840175864,"gmtCreate":1720626810252,"gmtModify":1720626811884,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326144840175864","repostId":"313599924174896","repostType":1,"repost":{"id":313599924174896,"gmtCreate":1717584697329,"gmtModify":1719558606394,"author":{"id":"36984908995200","authorId":"36984908995200","authorIdStr":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/4f487d6799e86204e80dfde72e6040c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"【老虎十周年】探索宝藏功能,赢1010美元奖励","htmlText":"🎉获奖攻略已送达,解锁最高价值USD 1010 代金券!🎉我们的独家周年庆活动现已上线,快来加入我们的狂欢吧!不仅可以探索我们独特的科技驱动功能,还有机会赢取丰厚的奖励。🏆 获奖攻略 🏆1探索独家功能:点击查看您感兴趣的独家功能。观看功能介绍视频,完成相应任务。2表达您的喜爱:点赞您喜爱的功能。如果您点赞的功能最终排名前三,即可瓜分额外大奖!3收集并获胜:完成特殊任务以获得碎片。集齐所有碎片可兑换高价值奖励!💡 小提示:完成高亮任务可获得额外奖励和大额积分! 准备好开始了吗?探索越多,赢得越多!🌟 不要错过——<a href=\"https://www.atigrvibe.com/activity/market/2024/10th-anniversary?adcode=AC1718801378204UpxuOu#/\" target=\"_blank\">立即参与</a>,充分利用这个激动人心的机会!<a href=\"https://www.itigerup.com/activity/forapp/rules/?id=DecadeTBNZ\" target=\"_blank\">*活动受规则和条款约束</a> <a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>","listText":"🎉获奖攻略已送达,解锁最高价值USD 1010 代金券!🎉我们的独家周年庆活动现已上线,快来加入我们的狂欢吧!不仅可以探索我们独特的科技驱动功能,还有机会赢取丰厚的奖励。🏆 获奖攻略 🏆1探索独家功能:点击查看您感兴趣的独家功能。观看功能介绍视频,完成相应任务。2表达您的喜爱:点赞您喜爱的功能。如果您点赞的功能最终排名前三,即可瓜分额外大奖!3收集并获胜:完成特殊任务以获得碎片。集齐所有碎片可兑换高价值奖励!💡 小提示:完成高亮任务可获得额外奖励和大额积分! 准备好开始了吗?探索越多,赢得越多!🌟 不要错过——<a href=\"https://www.atigrvibe.com/activity/market/2024/10th-anniversary?adcode=AC1718801378204UpxuOu#/\" target=\"_blank\">立即参与</a>,充分利用这个激动人心的机会!<a href=\"https://www.itigerup.com/activity/forapp/rules/?id=DecadeTBNZ\" target=\"_blank\">*活动受规则和条款约束</a> <a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>","text":"🎉获奖攻略已送达,解锁最高价值USD 1010 代金券!🎉我们的独家周年庆活动现已上线,快来加入我们的狂欢吧!不仅可以探索我们独特的科技驱动功能,还有机会赢取丰厚的奖励。🏆 获奖攻略 🏆1探索独家功能:点击查看您感兴趣的独家功能。观看功能介绍视频,完成相应任务。2表达您的喜爱:点赞您喜爱的功能。如果您点赞的功能最终排名前三,即可瓜分额外大奖!3收集并获胜:完成特殊任务以获得碎片。集齐所有碎片可兑换高价值奖励!💡 小提示:完成高亮任务可获得额外奖励和大额积分! 准备好开始了吗?探索越多,赢得越多!🌟 不要错过——立即参与,充分利用这个激动人心的机会!*活动受规则和条款约束 $老虎证券(TIGR)$","images":[{"img":"https://static.tigerbbs.com/c0fd351eaeeaa2ea34fa138ca293cb57","width":"2000","height":"2000"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313599924174896","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320700678733920,"gmtCreate":1719331710877,"gmtModify":1719332147894,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"2022年12月30号,证监会推进非法跨境展业整治工作,一言难 [难过]","listText":"2022年12月30号,证监会推进非法跨境展业整治工作,一言难 [难过]","text":"2022年12月30号,证监会推进非法跨境展业整治工作,一言难 [难过]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320700678733920","isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320402769363088,"gmtCreate":1719256212454,"gmtModify":1719256213911,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$ </a><v-v data-views=\"1\"></v-v> JD百亿补贴,水果生鲜频道 ,这段时间跟不要钱一样,简直了,从没见过这样的价格","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$ </a><v-v data-views=\"1\"></v-v> JD百亿补贴,水果生鲜频道 ,这段时间跟不要钱一样,简直了,从没见过这样的价格","text":"$京东(JD)$ JD百亿补贴,水果生鲜频道 ,这段时间跟不要钱一样,简直了,从没见过这样的价格","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320402769363088","isVote":1,"tweetType":1,"viewCount":1144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306958664298784,"gmtCreate":1715975759229,"gmtModify":1715975762365,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a><v-v data-views=\"0\"></v-v> 难受了","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a><v-v data-views=\"0\"></v-v> 难受了","text":"$Faraday Future(FFIE)$ 难受了","images":[{"img":"https://static.tigerbbs.com/73a021029ac51ec89a91264794c8545b","width":"1056","height":"610"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/306958664298784","isVote":1,"tweetType":1,"viewCount":5621,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572143005600459","authorId":"3572143005600459","authorIdStr":"3572143005600459","name":"FreeHead","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"你这是啥。杠杆做多?","text":"你这是啥。杠杆做多?","html":"你这是啥。杠杆做多?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":306952089358400,"gmtCreate":1715974044847,"gmtModify":1715974046316,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a><v-v data-views=\"0\"></v-v> 新鲜的韭菜直接落地成盒","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a><v-v data-views=\"0\"></v-v> 新鲜的韭菜直接落地成盒","text":"$Faraday Future(FFIE)$ 新鲜的韭菜直接落地成盒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306952089358400","isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301651002491184,"gmtCreate":1714651448626,"gmtModify":1714651454150,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/U/3527667609076620\"> @发发虎 </a> <a href=\"https://laohu8.com/U/3434053596329448\"> @迈克白 </a> 好活动,来参与","listText":"<a href=\"https://laohu8.com/U/3527667609076620\"> @发发虎 </a> <a href=\"https://laohu8.com/U/3434053596329448\"> @迈克白 </a> 好活动,来参与","text":"@发发虎 @迈克白 好活动,来参与","images":[{"img":"https://static.tigerbbs.com/d5233fe4768f367d654c47c3f5b0ba90"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301651002491184","isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":297208327999776,"gmtCreate":1713589363115,"gmtModify":1713589364873,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"活动时间 666 [哟哟]","listText":"活动时间 666 [哟哟]","text":"活动时间 666 [哟哟]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/297208327999776","isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286656988369200,"gmtCreate":1710995240675,"gmtModify":1710995242556,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"巨量离场,500w put交割 会roll到下一个高点 [财迷]","listText":"巨量离场,500w put交割 会roll到下一个高点 [财迷]","text":"巨量离场,500w put交割 会roll到下一个高点 [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286656988369200","isVote":1,"tweetType":1,"viewCount":1054,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284695620849808,"gmtCreate":1710511473510,"gmtModify":1710511474575,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$ </a> 坑,小票期权流动性太差了,成废纸了","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$ </a> 坑,小票期权流动性太差了,成废纸了","text":"$RLX科技(RLX)$ 坑,小票期权流动性太差了,成废纸了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/284695620849808","isVote":1,"tweetType":1,"viewCount":1204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284634277650560,"gmtCreate":1710496589578,"gmtModify":1710496591382,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"不对劲,明明已经宣布回购了","listText":"不对劲,明明已经宣布回购了","text":"不对劲,明明已经宣布回购了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/284634277650560","repostId":"1109991537","repostType":2,"isVote":1,"tweetType":1,"viewCount":858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284185373257944,"gmtCreate":1710406770924,"gmtModify":1710406775474,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"要的,ai","listText":"要的,ai","text":"要的,ai","images":[{"img":"https://static.tigerbbs.com/993096076da36306884ecf08696ed3cf"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/284185373257944","isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":214509141143600,"gmtCreate":1693407362202,"gmtModify":1693407364200,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"怎么说[抱拳] [抱拳] [抱拳] ","listText":"怎么说[抱拳] [抱拳] [抱拳] ","text":"怎么说[抱拳] [抱拳] [抱拳]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/214509141143600","isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":273791821639808,"gmtCreate":1707881522047,"gmtModify":1707881524111,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"巧了,刚看完《中国合伙人》,个人的实力+时代的步伐,成就了新东方","listText":"巧了,刚看完《中国合伙人》,个人的实力+时代的步伐,成就了新东方","text":"巧了,刚看完《中国合伙人》,个人的实力+时代的步伐,成就了新东方","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/273791821639808","repostId":"1163384679","repostType":2,"repost":{"id":"1163384679","weMediaInfo":{"introduction":"博闻雅识,非凡之客。","home_visible":1,"media_name":"市界","id":"1019100707","head_image":"https://static.tigerbbs.com/f7aa5576660d42f195013ced4567a7f3"},"pubTimestamp":1707794838,"share":"https://www.laohu8.com/m/news/1163384679?lang=&edition=full","pubTime":"2024-02-13 11:27","market":"us","language":"zh","title":"俞敏洪,杀伐决断30年","url":"https://stock-news.laohu8.com/highlight/detail?id=1163384679","media":"市界","summary":"即便方甄选2024财年中期净利润同比下滑近六成,俞敏洪仍不后悔自己的决定。从创立新东方至今,俞敏洪自称在商场中杀伐决断了30年,他建议股东们:跟着东方甄选,要稍微有点耐心。在不被看好的前提下,俞敏洪的做法却越发“离谱”,10月上线付费会员制度,官方宣传称,消费者花199元/年成为会员后,即可享受各种会员专属权益。财报显示,截至2023年11月30日止六个月,公司GMV达到57亿元。","content":"<html><head></head><body><blockquote><p>过去一年,一些企业家在激烈竞争中积极应变,带领企业穿越重重风浪,展现出了卓越的韧性和领导力。在龙年春节期间,「市界」特别推出“这一年”专题,探寻诸多企业家惊心动魄的商业故事,希望为大家提供一些宝贵的经验和启示。</p></blockquote><p>“还得是老俞,芳龄已经六十几,天天直播说对不起。”在最近举行的<a href=\"https://laohu8.com/S/EDU\">新东方</a>年会上,员工唱出了如是感慨。</p><p>自去年年底小作文风波后,俞敏洪就开启了道歉模式。为内部管理道歉,为舆论发酵道歉,为<a href=\"https://laohu8.com/S/01797\">东方甄选</a>直播间拉黑网友道歉。</p><p>然而,道歉不影响俞敏洪“去董”“出抖”的决心,这是俞敏洪2023年的重头戏。</p><p>即便方甄选2024财年中期(截至2023年11月止六个月)净利润同比下滑近六成,俞敏洪仍不后悔自己的决定。他坚定地表示,“开发App当然非常有必要”“业绩不能只依赖董宇辉”。</p><p>这样的态度并非意料之外。从创立新东方至今,俞敏洪自称在商场中杀伐决断了30年,他建议股东们:跟着东方甄选,要稍微有点耐心。</p><p><strong>向董宇辉妥协后</strong></p><p>虽然身份上升为东方甄选高级合伙人、新东方董事长文化助理,董宇辉还是要亲自在“与辉同行”中直播卖货。</p><p>用俞敏洪的话说,“与辉同行”是为了发挥董宇辉更多的特长,专门给他成立的独立工作室。这一独立可不了得,1月9日晚开播首日,丈母娘和粉丝们疯狂贡献了1.5亿元销售额、300万涨粉、13亿点赞。</p><p>相反,董宇辉带火的老阵地东方甄选则显得黯淡许多,当日销售额仅约1000万~2500万元。开播第四天,“与辉同行”更是发公告称“没东西卖了,停播一天”。</p><p>截至发稿,成立一年多的东方甄选抖音账号粉丝量为3106.4万,开播一个多月的与辉同行粉丝量达到1596.8万,董宇辉个人账号粉丝2452万,后两者粉丝量总和已超过东方甄选。两边的强烈对比,令俞敏洪不得不出面解释称,不少粉丝同时是与辉同行账号和东方甄选两边账号的粉丝,而且,从销量来看,尽管东方甄选日常的流量不如与辉同行高,但是东方甄选的销量较为稳定。</p><p>“董宇辉让一贯被欺负的打工人扬眉吐气了一把。”不少网友纷纷表示。</p><p>然而也有人认为,董宇辉的岗位变化,意味着被边缘化,被捧杀,是一种架空。</p><p>曾在新东方担任过项目经理的前员工向澎湃新闻透露,“董宇辉事件,是新东方历史上第一次向‘名师’妥协。这也会是俞敏洪最后一次妥协。他不能接受被一个所谓的知名主播钳制。”</p><p>为此,董宇辉专门做了回应称,未来在东方甄选出镜会变少,“但这不是架空”。他表示,东方甄选现在以销售业绩为主,而之所以单独出来新账号,是为了将之前的文化基调坚持下去。</p><p>值得注意的是,俞敏洪虽然给董宇辉成立了独立工作室,赋予他充分的管理权限和决策权限,不硬性考核收入和利润,但天眼查App显示,与辉同行目前由新<a href=\"https://laohu8.com/S/600811\">东方集团</a>下属公司100%控股,实控人也是俞敏洪。</p><p>董宇辉的另一身份是新东方文旅集团副总裁。文旅是俞敏洪早就要做的一项业务,他不只一次提到,“东方甄选是带货平台,这是有天花板的。未来将布局文旅产业。”</p><p>早在2022年11月,“东方甄选看世界”账号开通运营,不久后,董宇辉就现身直播间,趁着刘亦菲《去有风的地方》热播,走到丽江街头卖起了6天5晚3398元的旅游套餐。</p><p>2023年7月,斥资10亿元注册成立的新东方文旅诞生。彼时,大家对于东方甄选的做法存在太多疑问。只是观察到文旅业务的目标客群瞄准了“中老年”,例如推出的欧洲文艺复兴旅行线路,面向55-65岁中老年人士,14天12晚,48888元/人。</p><p>俞敏洪倒是想得很简单,“自己做文旅是因为想玩,喜欢旅游。说不定在玩的过程中,文旅就做成了。”</p><p>中娱智库创始人兼首席分析师高东旭,将文旅公司定义为新东方以轻资产为主的第三次创业。他认为,中产老年人群体存在几个特点:付费能力较强,消费范围广泛,对于旅游的诉求不只是观光,还有社交、知识普及、文化普及、健康休闲等。</p><p>“但同时,他们对于价格的敏感度和谨慎性也更强,对于新东方来讲,如何引导中老年人群认同自己的服务,是个挑战,需要不断进行产品的测试。”</p><p>从行业背景上看,高东旭认为,当前的旅游市场存在很多乱象,服务提升空间大。新东方作为后来者入局,既是搅局者,也可以是规则的建立者。未来,形成教育服务、生活服务和文旅服务三大赛道后,新东方的护城河也将获得拓展。</p><p>不过,在高东旭看来,文旅业务的探索需要时间,“或者真正能形成收入,要到2024年上半年了。”他告诉「市界」。</p><p>一位长期关注东方甄选的电商人士也表达担忧称,“董宇辉上任文旅后,规划是什么样子的?个人魅力与个人管理能力是不是一回事?”</p><p>“这一点,从俞敏洪和董宇辉合体直播的那次就能看出来。”他进一步称,“大部分人都能从直播中感受到董宇辉身上的书生气息。以前他当过教研组组长,管过教研团队,但更多靠专业知识让大家信服,这跟企业经营管理还是有很大区别的。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6446769682a627a270442e1e806fbd37\" alt=\"▲(俞敏洪董宇辉合体直播截图)\" title=\"▲(俞敏洪董宇辉合体直播截图)\" tg-width=\"1080\" tg-height=\"825\"/><span>▲(俞敏洪董宇辉合体直播截图)</span></p><p>截至发稿,东方甄选看世界账号粉丝只有300多万,虽然账号描述是在卖旅游产品,但橱窗里挂着的都是零食、水果、日用品等传统电商产品。文旅业务所取得的成绩也未在2024财年中报中有所体现。「市界」询问东方甄选方面,对方表示“不作回应。”</p><p><strong>自立门户</strong></p><p>2023年围绕俞敏洪身上的争议,还有“出走”抖音一事,影响度仅次于小作文。</p><p>“基于外部平台建立起来的热闹的商业模式,有很强的脆弱性,要夯实长期发展的基础,我们还有很长的路要走。”俞敏洪表示。</p><p>2022年4月,俞敏洪上架“东方甄选App”,悄悄迈出自立门户第一步。</p><p>对于东方甄选App开直播脱离抖音一事,俞敏洪最开始的反应未承认也未否认,他用了一种“高级语言”解释:东方甄选和抖音的关系非常好,彼此之间是互相成就和合作的关系,也是一种依赖关系。东方甄选需要抖音,抖音也需要东方甄选。创建自己的平台,是公司进取的正常行为,望大家不要过度解读。</p><p>2023年7月,“东方甄选自营产品”抖音号因触发平台规则被停业。时任东方甄选CEO孙东旭借机将流量往自家App上引,并给出85折促销力度。</p><p>按官方公布的数字,App促销三天卖出了8000万元货,累计超过100万客户。在此期间,东方甄选App下载量一度超过抖音。</p><p>然而,一些直播界人士却不怎么认同俞敏洪的“出走”。“你在我这里赚钱还想拆我的台另起炉灶,说直白些就是不讲武德。”某大型MCN机构员工比喻称。</p><p>在不被看好的前提下,俞敏洪的做法却越发“离谱”,10月上线付费会员制度,官方宣传称,消费者花199元/年成为会员后,即可享受各种会员专属权益。而同样是付费会员,淘宝88 VIP会员价格为88元/年和168元/年,<a href=\"https://laohu8.com/S/JD\">京东</a>PLUS为99元/年。东方甄选比两者都贵。</p><p>如今,距离东方甄选App上架已有近两年时间,独立效果如何?</p><p>东方甄选App的具体下载量未知,「市界」通过第三方“蝉应用”竞品对比发现,东方甄选在iOS免费下载总榜排名500名以外,购物分类榜排名第56名。参考来看,同在购物榜上的<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>排在第23名,<a href=\"https://laohu8.com/S/NTES\">网易</a>严选第42名,丝芙兰第53名。</p><p>财报显示,截至2023年11月30日止六个月,公司GMV达到57亿元。东方甄选称,“我们在淘宝、微信小程序及自有应用程序推出直播渠道。而来自抖音的GMV占绝大部分。”</p><p>「市界」对比财报发现,2023财年上半年至2024财年上半年,东方甄选总GMV由48亿元增加至57亿元,来自抖音的订单数量分别为7020万元和5960万元,逐渐变少。如果产品平均单价变化不大,这从侧面说明来自其它渠道的订单可能在增加。</p><p>东方甄选为独立所付出的代价,在财报中可以窥见一二。2024财年中报,虽然营收在增长,公司净利润却同比大幅下滑57.4%,从5.85亿元降至2.49亿元。问题出在各项成本开支的增加。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9c7250518f6ea56c11229b5c1f66824\" alt=\"▲(图/东方甄选财报)\" title=\"▲(图/东方甄选财报)\" tg-width=\"1080\" tg-height=\"704\"/><span>▲(图/东方甄选财报)</span></p><p>报告期内,东方甄选总营收成本同比增加55%,毛利率从47.2%减少至39.1%,主要由于公司业务大幅增长导致自营产品的存货成本及运输成本增加所致;销售及营销开支骤增145.6%,主要由于公司自营产品及直播业务营运招聘及吸引更多人才导致员工成本增加所致;研发开支也增加56.5%,源于公司对自有品牌和直播电商业务的互联网技术系统和应用进行了投资,导致员工成本增加所致。</p><p>财报显示,半年前,东方甄选整体自营品及直播团队人数为1103人,其中供应链和产品团队为346人。半年后,人数分别涨至1587人和643人。自营产品数量从120+增加至264+,自营产品占比从66.67%提升至78.83%。</p><p><strong>第N次危机</strong></p><p>作为“老一辈”企业家,俞敏洪今年62岁了。在掌舵新东方的过程中,经历了各种大风大浪。</p><p>早期1995年,俞敏洪与徐小平、王强共同踏进“中国合伙人”时代,五年后,分散的体制以及随之出现的内耗开始制约新东方的发展,权力之争拉开帷幕,最终结果是徐小平、王强离开新东方管理层,包凡一、胡敏等一批创业元老也陆续退出。</p><p>留下来的俞敏洪是绝对权力者,2006年带领新东方成功在<a href=\"https://laohu8.com/S/NYSE\">纽交所</a>挂牌,成为国内第一家赴美上市的教育企业。</p><p>然而,上市只是万里长征第一步。2012年,浑水公司重磅发布长达百页的研究报告,突袭新东方。报告指出新东方涉嫌欺瞒投资者,刻意隐瞒加盟店信息,并在财报上存在多处造假,对新东方股票给予“强烈卖出”建议。</p><p>新东方股价大跌,俞敏洪火速发布各种澄清,试图挽回股价。多年以后的2022年,俞敏洪再谈及此事时,拿瑞幸造假做案例称,<a href=\"https://laohu8.com/S/LK\">瑞幸咖啡</a>的出现原本是一件好事,但造假导致公司濒临倒闭,而且对中国企业和企业家在世界人民心中的形象,带来了很多负面影响。</p><p>他转而提到,新东方也曾遭到浑水的做空,但自己当时比较从容。俞敏洪强调,新东方在上市前几年,就完全摒弃了财务数据上的虚假,2006年上市到现在,新东方不可能有虚假的东西,即便后来遭到很多调查,“调查的结果依然显示新东方一切完美”。</p><p>新东方上市的前一年,专注在线教育的品牌“新东方在线”于2005年成立,也即东方甄选的前身,继而在2019年成功登陆港交所,成为在线教育第一股。</p><p>天有不测风云,本以为广阔空间大有可为的在线教育,在2021年迎来重创。整个新东方集团未能幸免,业绩和股价纷纷坠至冰点。</p><p>寻找求生之路程迫在眉睫。这对于俞敏洪而言不是第一次。在早年新东方最初组织结构调整转型的时候,俞敏洪曾在好几年的时间里根本就睡不着觉。他自曝“10年吃了3000片安眠药”,最多的时候一个晚上要吃4片。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28a003370bb6b6a2fc4ddaba3a2611d4\" alt=\"\" title=\"\" tg-width=\"800\" tg-height=\"544\"/></p><p>这一次面对双减,俞敏洪开启了大刀阔斧的改革。他在个人公众号“老俞闲话”详细地做出总结:2021年新东方市值下跌90%,营收减少80%,员工辞退6万人,退学费、员工辞退N+1(赔偿)、教学点退租等现金支出近200亿元。</p><p>几个数字足以向外界呈现这家老牌教育企业所受的重创。</p><p>与此同时,新东方捐近25万套课桌椅给乡村学校的消息,又让俞敏洪在略显悲壮之余,收获赞美的掌声。</p><p>2021年胡润百富榜中,俞敏洪排名下滑了776位至第973位,财富由260亿元缩水至75亿元。</p><p>卖完桌椅,赔完钱,苍老了许多的俞敏洪宣布,新东方计划未来成立一个大型的农业平台,自己将会和几百位老师通过直播带货,帮助<a href=\"https://laohu8.com/S/000061\">农产品</a>销售,支持乡村振兴事业。</p><p>后来的事情大家都知道了。新东方在线摇身一变成为一家直播卖货公司,股价从2块多港元拉到75港元,一年半狂卖货157亿,一炮而红后索性改名东方甄选。不久前,却在直播界和资本市场再次遭遇新一轮质疑、波动。</p><p>在近日的2024北大创业者峰会上,俞敏洪谈及引起广泛关注的东方甄选风波,直言自己在处理问题时杀伐决断的能力不足,但关键时刻也会采取果断行动,就如“猪被逼到墙角也会咬人”。</p><p>然而,在最新财报电话会议上,他又称,“我在商场中杀伐决断了30年,30年来大家一直信任新东方。而东方甄选成立到现在不过两年的时间。希望大家能够给我、也给我们的团队更多的耐心和鼓励。”</p><p>此前,他在多个公开场合都曾表达心迹称,“最后悔的就是上市”。他的理由,是怕上市破坏了他一直追求的“做事情的从容和理想”。如今这种从容和理想,在养活公司员工面前,多了一份赚钱的责任。</p><p>很多人一开始并不相信教育的理想主义与商业机构的盈利本质可以很好地结合在一起,甚至最终会被资本的追逐所主导。如今,经历完最原始的合伙人风波,再到如今的去董化、独立化等考验,这个问题被印证了吗?</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>俞敏洪,杀伐决断30年</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; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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俞敏洪,杀伐决断30年\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1019100707\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f7aa5576660d42f195013ced4567a7f3);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">市界 </p>\n<p class=\"h-time\">2024-02-13 11:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>过去一年,一些企业家在激烈竞争中积极应变,带领企业穿越重重风浪,展现出了卓越的韧性和领导力。在龙年春节期间,「市界」特别推出“这一年”专题,探寻诸多企业家惊心动魄的商业故事,希望为大家提供一些宝贵的经验和启示。</p></blockquote><p>“还得是老俞,芳龄已经六十几,天天直播说对不起。”在最近举行的<a href=\"https://laohu8.com/S/EDU\">新东方</a>年会上,员工唱出了如是感慨。</p><p>自去年年底小作文风波后,俞敏洪就开启了道歉模式。为内部管理道歉,为舆论发酵道歉,为<a href=\"https://laohu8.com/S/01797\">东方甄选</a>直播间拉黑网友道歉。</p><p>然而,道歉不影响俞敏洪“去董”“出抖”的决心,这是俞敏洪2023年的重头戏。</p><p>即便方甄选2024财年中期(截至2023年11月止六个月)净利润同比下滑近六成,俞敏洪仍不后悔自己的决定。他坚定地表示,“开发App当然非常有必要”“业绩不能只依赖董宇辉”。</p><p>这样的态度并非意料之外。从创立新东方至今,俞敏洪自称在商场中杀伐决断了30年,他建议股东们:跟着东方甄选,要稍微有点耐心。</p><p><strong>向董宇辉妥协后</strong></p><p>虽然身份上升为东方甄选高级合伙人、新东方董事长文化助理,董宇辉还是要亲自在“与辉同行”中直播卖货。</p><p>用俞敏洪的话说,“与辉同行”是为了发挥董宇辉更多的特长,专门给他成立的独立工作室。这一独立可不了得,1月9日晚开播首日,丈母娘和粉丝们疯狂贡献了1.5亿元销售额、300万涨粉、13亿点赞。</p><p>相反,董宇辉带火的老阵地东方甄选则显得黯淡许多,当日销售额仅约1000万~2500万元。开播第四天,“与辉同行”更是发公告称“没东西卖了,停播一天”。</p><p>截至发稿,成立一年多的东方甄选抖音账号粉丝量为3106.4万,开播一个多月的与辉同行粉丝量达到1596.8万,董宇辉个人账号粉丝2452万,后两者粉丝量总和已超过东方甄选。两边的强烈对比,令俞敏洪不得不出面解释称,不少粉丝同时是与辉同行账号和东方甄选两边账号的粉丝,而且,从销量来看,尽管东方甄选日常的流量不如与辉同行高,但是东方甄选的销量较为稳定。</p><p>“董宇辉让一贯被欺负的打工人扬眉吐气了一把。”不少网友纷纷表示。</p><p>然而也有人认为,董宇辉的岗位变化,意味着被边缘化,被捧杀,是一种架空。</p><p>曾在新东方担任过项目经理的前员工向澎湃新闻透露,“董宇辉事件,是新东方历史上第一次向‘名师’妥协。这也会是俞敏洪最后一次妥协。他不能接受被一个所谓的知名主播钳制。”</p><p>为此,董宇辉专门做了回应称,未来在东方甄选出镜会变少,“但这不是架空”。他表示,东方甄选现在以销售业绩为主,而之所以单独出来新账号,是为了将之前的文化基调坚持下去。</p><p>值得注意的是,俞敏洪虽然给董宇辉成立了独立工作室,赋予他充分的管理权限和决策权限,不硬性考核收入和利润,但天眼查App显示,与辉同行目前由新<a href=\"https://laohu8.com/S/600811\">东方集团</a>下属公司100%控股,实控人也是俞敏洪。</p><p>董宇辉的另一身份是新东方文旅集团副总裁。文旅是俞敏洪早就要做的一项业务,他不只一次提到,“东方甄选是带货平台,这是有天花板的。未来将布局文旅产业。”</p><p>早在2022年11月,“东方甄选看世界”账号开通运营,不久后,董宇辉就现身直播间,趁着刘亦菲《去有风的地方》热播,走到丽江街头卖起了6天5晚3398元的旅游套餐。</p><p>2023年7月,斥资10亿元注册成立的新东方文旅诞生。彼时,大家对于东方甄选的做法存在太多疑问。只是观察到文旅业务的目标客群瞄准了“中老年”,例如推出的欧洲文艺复兴旅行线路,面向55-65岁中老年人士,14天12晚,48888元/人。</p><p>俞敏洪倒是想得很简单,“自己做文旅是因为想玩,喜欢旅游。说不定在玩的过程中,文旅就做成了。”</p><p>中娱智库创始人兼首席分析师高东旭,将文旅公司定义为新东方以轻资产为主的第三次创业。他认为,中产老年人群体存在几个特点:付费能力较强,消费范围广泛,对于旅游的诉求不只是观光,还有社交、知识普及、文化普及、健康休闲等。</p><p>“但同时,他们对于价格的敏感度和谨慎性也更强,对于新东方来讲,如何引导中老年人群认同自己的服务,是个挑战,需要不断进行产品的测试。”</p><p>从行业背景上看,高东旭认为,当前的旅游市场存在很多乱象,服务提升空间大。新东方作为后来者入局,既是搅局者,也可以是规则的建立者。未来,形成教育服务、生活服务和文旅服务三大赛道后,新东方的护城河也将获得拓展。</p><p>不过,在高东旭看来,文旅业务的探索需要时间,“或者真正能形成收入,要到2024年上半年了。”他告诉「市界」。</p><p>一位长期关注东方甄选的电商人士也表达担忧称,“董宇辉上任文旅后,规划是什么样子的?个人魅力与个人管理能力是不是一回事?”</p><p>“这一点,从俞敏洪和董宇辉合体直播的那次就能看出来。”他进一步称,“大部分人都能从直播中感受到董宇辉身上的书生气息。以前他当过教研组组长,管过教研团队,但更多靠专业知识让大家信服,这跟企业经营管理还是有很大区别的。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6446769682a627a270442e1e806fbd37\" alt=\"▲(俞敏洪董宇辉合体直播截图)\" title=\"▲(俞敏洪董宇辉合体直播截图)\" tg-width=\"1080\" tg-height=\"825\"/><span>▲(俞敏洪董宇辉合体直播截图)</span></p><p>截至发稿,东方甄选看世界账号粉丝只有300多万,虽然账号描述是在卖旅游产品,但橱窗里挂着的都是零食、水果、日用品等传统电商产品。文旅业务所取得的成绩也未在2024财年中报中有所体现。「市界」询问东方甄选方面,对方表示“不作回应。”</p><p><strong>自立门户</strong></p><p>2023年围绕俞敏洪身上的争议,还有“出走”抖音一事,影响度仅次于小作文。</p><p>“基于外部平台建立起来的热闹的商业模式,有很强的脆弱性,要夯实长期发展的基础,我们还有很长的路要走。”俞敏洪表示。</p><p>2022年4月,俞敏洪上架“东方甄选App”,悄悄迈出自立门户第一步。</p><p>对于东方甄选App开直播脱离抖音一事,俞敏洪最开始的反应未承认也未否认,他用了一种“高级语言”解释:东方甄选和抖音的关系非常好,彼此之间是互相成就和合作的关系,也是一种依赖关系。东方甄选需要抖音,抖音也需要东方甄选。创建自己的平台,是公司进取的正常行为,望大家不要过度解读。</p><p>2023年7月,“东方甄选自营产品”抖音号因触发平台规则被停业。时任东方甄选CEO孙东旭借机将流量往自家App上引,并给出85折促销力度。</p><p>按官方公布的数字,App促销三天卖出了8000万元货,累计超过100万客户。在此期间,东方甄选App下载量一度超过抖音。</p><p>然而,一些直播界人士却不怎么认同俞敏洪的“出走”。“你在我这里赚钱还想拆我的台另起炉灶,说直白些就是不讲武德。”某大型MCN机构员工比喻称。</p><p>在不被看好的前提下,俞敏洪的做法却越发“离谱”,10月上线付费会员制度,官方宣传称,消费者花199元/年成为会员后,即可享受各种会员专属权益。而同样是付费会员,淘宝88 VIP会员价格为88元/年和168元/年,<a href=\"https://laohu8.com/S/JD\">京东</a>PLUS为99元/年。东方甄选比两者都贵。</p><p>如今,距离东方甄选App上架已有近两年时间,独立效果如何?</p><p>东方甄选App的具体下载量未知,「市界」通过第三方“蝉应用”竞品对比发现,东方甄选在iOS免费下载总榜排名500名以外,购物分类榜排名第56名。参考来看,同在购物榜上的<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>排在第23名,<a href=\"https://laohu8.com/S/NTES\">网易</a>严选第42名,丝芙兰第53名。</p><p>财报显示,截至2023年11月30日止六个月,公司GMV达到57亿元。东方甄选称,“我们在淘宝、微信小程序及自有应用程序推出直播渠道。而来自抖音的GMV占绝大部分。”</p><p>「市界」对比财报发现,2023财年上半年至2024财年上半年,东方甄选总GMV由48亿元增加至57亿元,来自抖音的订单数量分别为7020万元和5960万元,逐渐变少。如果产品平均单价变化不大,这从侧面说明来自其它渠道的订单可能在增加。</p><p>东方甄选为独立所付出的代价,在财报中可以窥见一二。2024财年中报,虽然营收在增长,公司净利润却同比大幅下滑57.4%,从5.85亿元降至2.49亿元。问题出在各项成本开支的增加。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9c7250518f6ea56c11229b5c1f66824\" alt=\"▲(图/东方甄选财报)\" title=\"▲(图/东方甄选财报)\" tg-width=\"1080\" tg-height=\"704\"/><span>▲(图/东方甄选财报)</span></p><p>报告期内,东方甄选总营收成本同比增加55%,毛利率从47.2%减少至39.1%,主要由于公司业务大幅增长导致自营产品的存货成本及运输成本增加所致;销售及营销开支骤增145.6%,主要由于公司自营产品及直播业务营运招聘及吸引更多人才导致员工成本增加所致;研发开支也增加56.5%,源于公司对自有品牌和直播电商业务的互联网技术系统和应用进行了投资,导致员工成本增加所致。</p><p>财报显示,半年前,东方甄选整体自营品及直播团队人数为1103人,其中供应链和产品团队为346人。半年后,人数分别涨至1587人和643人。自营产品数量从120+增加至264+,自营产品占比从66.67%提升至78.83%。</p><p><strong>第N次危机</strong></p><p>作为“老一辈”企业家,俞敏洪今年62岁了。在掌舵新东方的过程中,经历了各种大风大浪。</p><p>早期1995年,俞敏洪与徐小平、王强共同踏进“中国合伙人”时代,五年后,分散的体制以及随之出现的内耗开始制约新东方的发展,权力之争拉开帷幕,最终结果是徐小平、王强离开新东方管理层,包凡一、胡敏等一批创业元老也陆续退出。</p><p>留下来的俞敏洪是绝对权力者,2006年带领新东方成功在<a href=\"https://laohu8.com/S/NYSE\">纽交所</a>挂牌,成为国内第一家赴美上市的教育企业。</p><p>然而,上市只是万里长征第一步。2012年,浑水公司重磅发布长达百页的研究报告,突袭新东方。报告指出新东方涉嫌欺瞒投资者,刻意隐瞒加盟店信息,并在财报上存在多处造假,对新东方股票给予“强烈卖出”建议。</p><p>新东方股价大跌,俞敏洪火速发布各种澄清,试图挽回股价。多年以后的2022年,俞敏洪再谈及此事时,拿瑞幸造假做案例称,<a href=\"https://laohu8.com/S/LK\">瑞幸咖啡</a>的出现原本是一件好事,但造假导致公司濒临倒闭,而且对中国企业和企业家在世界人民心中的形象,带来了很多负面影响。</p><p>他转而提到,新东方也曾遭到浑水的做空,但自己当时比较从容。俞敏洪强调,新东方在上市前几年,就完全摒弃了财务数据上的虚假,2006年上市到现在,新东方不可能有虚假的东西,即便后来遭到很多调查,“调查的结果依然显示新东方一切完美”。</p><p>新东方上市的前一年,专注在线教育的品牌“新东方在线”于2005年成立,也即东方甄选的前身,继而在2019年成功登陆港交所,成为在线教育第一股。</p><p>天有不测风云,本以为广阔空间大有可为的在线教育,在2021年迎来重创。整个新东方集团未能幸免,业绩和股价纷纷坠至冰点。</p><p>寻找求生之路程迫在眉睫。这对于俞敏洪而言不是第一次。在早年新东方最初组织结构调整转型的时候,俞敏洪曾在好几年的时间里根本就睡不着觉。他自曝“10年吃了3000片安眠药”,最多的时候一个晚上要吃4片。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28a003370bb6b6a2fc4ddaba3a2611d4\" alt=\"\" title=\"\" tg-width=\"800\" tg-height=\"544\"/></p><p>这一次面对双减,俞敏洪开启了大刀阔斧的改革。他在个人公众号“老俞闲话”详细地做出总结:2021年新东方市值下跌90%,营收减少80%,员工辞退6万人,退学费、员工辞退N+1(赔偿)、教学点退租等现金支出近200亿元。</p><p>几个数字足以向外界呈现这家老牌教育企业所受的重创。</p><p>与此同时,新东方捐近25万套课桌椅给乡村学校的消息,又让俞敏洪在略显悲壮之余,收获赞美的掌声。</p><p>2021年胡润百富榜中,俞敏洪排名下滑了776位至第973位,财富由260亿元缩水至75亿元。</p><p>卖完桌椅,赔完钱,苍老了许多的俞敏洪宣布,新东方计划未来成立一个大型的农业平台,自己将会和几百位老师通过直播带货,帮助<a href=\"https://laohu8.com/S/000061\">农产品</a>销售,支持乡村振兴事业。</p><p>后来的事情大家都知道了。新东方在线摇身一变成为一家直播卖货公司,股价从2块多港元拉到75港元,一年半狂卖货157亿,一炮而红后索性改名东方甄选。不久前,却在直播界和资本市场再次遭遇新一轮质疑、波动。</p><p>在近日的2024北大创业者峰会上,俞敏洪谈及引起广泛关注的东方甄选风波,直言自己在处理问题时杀伐决断的能力不足,但关键时刻也会采取果断行动,就如“猪被逼到墙角也会咬人”。</p><p>然而,在最新财报电话会议上,他又称,“我在商场中杀伐决断了30年,30年来大家一直信任新东方。而东方甄选成立到现在不过两年的时间。希望大家能够给我、也给我们的团队更多的耐心和鼓励。”</p><p>此前,他在多个公开场合都曾表达心迹称,“最后悔的就是上市”。他的理由,是怕上市破坏了他一直追求的“做事情的从容和理想”。如今这种从容和理想,在养活公司员工面前,多了一份赚钱的责任。</p><p>很多人一开始并不相信教育的理想主义与商业机构的盈利本质可以很好地结合在一起,甚至最终会被资本的追逐所主导。如今,经历完最原始的合伙人风波,再到如今的去董化、独立化等考验,这个问题被印证了吗?</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a425ff7a158cf3a277bac42053327f3e","relate_stocks":{"SG9999001093.SGD":"United Greater China Fund A Acc SGD","01797":"东方甄选","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0359201612.USD":"贝莱德中国基金A2","EDU":"新东方","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","09901":"新东方-S","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0823426308.USD":"法巴中国股票基金","BK4204":"教育服务","SG9999002950.SGD":"United Asian Growth Opportunities SGD","BK1516":"腾讯概念","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4506":"内地教育股","BK4509":"腾讯概念","BK1588":"回港中概股","BK4535":"淡马锡持仓","LU0823426480.USD":"法巴中国股票经典Dis"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163384679","content_text":"过去一年,一些企业家在激烈竞争中积极应变,带领企业穿越重重风浪,展现出了卓越的韧性和领导力。在龙年春节期间,「市界」特别推出“这一年”专题,探寻诸多企业家惊心动魄的商业故事,希望为大家提供一些宝贵的经验和启示。“还得是老俞,芳龄已经六十几,天天直播说对不起。”在最近举行的新东方年会上,员工唱出了如是感慨。自去年年底小作文风波后,俞敏洪就开启了道歉模式。为内部管理道歉,为舆论发酵道歉,为东方甄选直播间拉黑网友道歉。然而,道歉不影响俞敏洪“去董”“出抖”的决心,这是俞敏洪2023年的重头戏。即便方甄选2024财年中期(截至2023年11月止六个月)净利润同比下滑近六成,俞敏洪仍不后悔自己的决定。他坚定地表示,“开发App当然非常有必要”“业绩不能只依赖董宇辉”。这样的态度并非意料之外。从创立新东方至今,俞敏洪自称在商场中杀伐决断了30年,他建议股东们:跟着东方甄选,要稍微有点耐心。向董宇辉妥协后虽然身份上升为东方甄选高级合伙人、新东方董事长文化助理,董宇辉还是要亲自在“与辉同行”中直播卖货。用俞敏洪的话说,“与辉同行”是为了发挥董宇辉更多的特长,专门给他成立的独立工作室。这一独立可不了得,1月9日晚开播首日,丈母娘和粉丝们疯狂贡献了1.5亿元销售额、300万涨粉、13亿点赞。相反,董宇辉带火的老阵地东方甄选则显得黯淡许多,当日销售额仅约1000万~2500万元。开播第四天,“与辉同行”更是发公告称“没东西卖了,停播一天”。截至发稿,成立一年多的东方甄选抖音账号粉丝量为3106.4万,开播一个多月的与辉同行粉丝量达到1596.8万,董宇辉个人账号粉丝2452万,后两者粉丝量总和已超过东方甄选。两边的强烈对比,令俞敏洪不得不出面解释称,不少粉丝同时是与辉同行账号和东方甄选两边账号的粉丝,而且,从销量来看,尽管东方甄选日常的流量不如与辉同行高,但是东方甄选的销量较为稳定。“董宇辉让一贯被欺负的打工人扬眉吐气了一把。”不少网友纷纷表示。然而也有人认为,董宇辉的岗位变化,意味着被边缘化,被捧杀,是一种架空。曾在新东方担任过项目经理的前员工向澎湃新闻透露,“董宇辉事件,是新东方历史上第一次向‘名师’妥协。这也会是俞敏洪最后一次妥协。他不能接受被一个所谓的知名主播钳制。”为此,董宇辉专门做了回应称,未来在东方甄选出镜会变少,“但这不是架空”。他表示,东方甄选现在以销售业绩为主,而之所以单独出来新账号,是为了将之前的文化基调坚持下去。值得注意的是,俞敏洪虽然给董宇辉成立了独立工作室,赋予他充分的管理权限和决策权限,不硬性考核收入和利润,但天眼查App显示,与辉同行目前由新东方集团下属公司100%控股,实控人也是俞敏洪。董宇辉的另一身份是新东方文旅集团副总裁。文旅是俞敏洪早就要做的一项业务,他不只一次提到,“东方甄选是带货平台,这是有天花板的。未来将布局文旅产业。”早在2022年11月,“东方甄选看世界”账号开通运营,不久后,董宇辉就现身直播间,趁着刘亦菲《去有风的地方》热播,走到丽江街头卖起了6天5晚3398元的旅游套餐。2023年7月,斥资10亿元注册成立的新东方文旅诞生。彼时,大家对于东方甄选的做法存在太多疑问。只是观察到文旅业务的目标客群瞄准了“中老年”,例如推出的欧洲文艺复兴旅行线路,面向55-65岁中老年人士,14天12晚,48888元/人。俞敏洪倒是想得很简单,“自己做文旅是因为想玩,喜欢旅游。说不定在玩的过程中,文旅就做成了。”中娱智库创始人兼首席分析师高东旭,将文旅公司定义为新东方以轻资产为主的第三次创业。他认为,中产老年人群体存在几个特点:付费能力较强,消费范围广泛,对于旅游的诉求不只是观光,还有社交、知识普及、文化普及、健康休闲等。“但同时,他们对于价格的敏感度和谨慎性也更强,对于新东方来讲,如何引导中老年人群认同自己的服务,是个挑战,需要不断进行产品的测试。”从行业背景上看,高东旭认为,当前的旅游市场存在很多乱象,服务提升空间大。新东方作为后来者入局,既是搅局者,也可以是规则的建立者。未来,形成教育服务、生活服务和文旅服务三大赛道后,新东方的护城河也将获得拓展。不过,在高东旭看来,文旅业务的探索需要时间,“或者真正能形成收入,要到2024年上半年了。”他告诉「市界」。一位长期关注东方甄选的电商人士也表达担忧称,“董宇辉上任文旅后,规划是什么样子的?个人魅力与个人管理能力是不是一回事?”“这一点,从俞敏洪和董宇辉合体直播的那次就能看出来。”他进一步称,“大部分人都能从直播中感受到董宇辉身上的书生气息。以前他当过教研组组长,管过教研团队,但更多靠专业知识让大家信服,这跟企业经营管理还是有很大区别的。”▲(俞敏洪董宇辉合体直播截图)截至发稿,东方甄选看世界账号粉丝只有300多万,虽然账号描述是在卖旅游产品,但橱窗里挂着的都是零食、水果、日用品等传统电商产品。文旅业务所取得的成绩也未在2024财年中报中有所体现。「市界」询问东方甄选方面,对方表示“不作回应。”自立门户2023年围绕俞敏洪身上的争议,还有“出走”抖音一事,影响度仅次于小作文。“基于外部平台建立起来的热闹的商业模式,有很强的脆弱性,要夯实长期发展的基础,我们还有很长的路要走。”俞敏洪表示。2022年4月,俞敏洪上架“东方甄选App”,悄悄迈出自立门户第一步。对于东方甄选App开直播脱离抖音一事,俞敏洪最开始的反应未承认也未否认,他用了一种“高级语言”解释:东方甄选和抖音的关系非常好,彼此之间是互相成就和合作的关系,也是一种依赖关系。东方甄选需要抖音,抖音也需要东方甄选。创建自己的平台,是公司进取的正常行为,望大家不要过度解读。2023年7月,“东方甄选自营产品”抖音号因触发平台规则被停业。时任东方甄选CEO孙东旭借机将流量往自家App上引,并给出85折促销力度。按官方公布的数字,App促销三天卖出了8000万元货,累计超过100万客户。在此期间,东方甄选App下载量一度超过抖音。然而,一些直播界人士却不怎么认同俞敏洪的“出走”。“你在我这里赚钱还想拆我的台另起炉灶,说直白些就是不讲武德。”某大型MCN机构员工比喻称。在不被看好的前提下,俞敏洪的做法却越发“离谱”,10月上线付费会员制度,官方宣传称,消费者花199元/年成为会员后,即可享受各种会员专属权益。而同样是付费会员,淘宝88 VIP会员价格为88元/年和168元/年,京东PLUS为99元/年。东方甄选比两者都贵。如今,距离东方甄选App上架已有近两年时间,独立效果如何?东方甄选App的具体下载量未知,「市界」通过第三方“蝉应用”竞品对比发现,东方甄选在iOS免费下载总榜排名500名以外,购物分类榜排名第56名。参考来看,同在购物榜上的亚马逊排在第23名,网易严选第42名,丝芙兰第53名。财报显示,截至2023年11月30日止六个月,公司GMV达到57亿元。东方甄选称,“我们在淘宝、微信小程序及自有应用程序推出直播渠道。而来自抖音的GMV占绝大部分。”「市界」对比财报发现,2023财年上半年至2024财年上半年,东方甄选总GMV由48亿元增加至57亿元,来自抖音的订单数量分别为7020万元和5960万元,逐渐变少。如果产品平均单价变化不大,这从侧面说明来自其它渠道的订单可能在增加。东方甄选为独立所付出的代价,在财报中可以窥见一二。2024财年中报,虽然营收在增长,公司净利润却同比大幅下滑57.4%,从5.85亿元降至2.49亿元。问题出在各项成本开支的增加。▲(图/东方甄选财报)报告期内,东方甄选总营收成本同比增加55%,毛利率从47.2%减少至39.1%,主要由于公司业务大幅增长导致自营产品的存货成本及运输成本增加所致;销售及营销开支骤增145.6%,主要由于公司自营产品及直播业务营运招聘及吸引更多人才导致员工成本增加所致;研发开支也增加56.5%,源于公司对自有品牌和直播电商业务的互联网技术系统和应用进行了投资,导致员工成本增加所致。财报显示,半年前,东方甄选整体自营品及直播团队人数为1103人,其中供应链和产品团队为346人。半年后,人数分别涨至1587人和643人。自营产品数量从120+增加至264+,自营产品占比从66.67%提升至78.83%。第N次危机作为“老一辈”企业家,俞敏洪今年62岁了。在掌舵新东方的过程中,经历了各种大风大浪。早期1995年,俞敏洪与徐小平、王强共同踏进“中国合伙人”时代,五年后,分散的体制以及随之出现的内耗开始制约新东方的发展,权力之争拉开帷幕,最终结果是徐小平、王强离开新东方管理层,包凡一、胡敏等一批创业元老也陆续退出。留下来的俞敏洪是绝对权力者,2006年带领新东方成功在纽交所挂牌,成为国内第一家赴美上市的教育企业。然而,上市只是万里长征第一步。2012年,浑水公司重磅发布长达百页的研究报告,突袭新东方。报告指出新东方涉嫌欺瞒投资者,刻意隐瞒加盟店信息,并在财报上存在多处造假,对新东方股票给予“强烈卖出”建议。新东方股价大跌,俞敏洪火速发布各种澄清,试图挽回股价。多年以后的2022年,俞敏洪再谈及此事时,拿瑞幸造假做案例称,瑞幸咖啡的出现原本是一件好事,但造假导致公司濒临倒闭,而且对中国企业和企业家在世界人民心中的形象,带来了很多负面影响。他转而提到,新东方也曾遭到浑水的做空,但自己当时比较从容。俞敏洪强调,新东方在上市前几年,就完全摒弃了财务数据上的虚假,2006年上市到现在,新东方不可能有虚假的东西,即便后来遭到很多调查,“调查的结果依然显示新东方一切完美”。新东方上市的前一年,专注在线教育的品牌“新东方在线”于2005年成立,也即东方甄选的前身,继而在2019年成功登陆港交所,成为在线教育第一股。天有不测风云,本以为广阔空间大有可为的在线教育,在2021年迎来重创。整个新东方集团未能幸免,业绩和股价纷纷坠至冰点。寻找求生之路程迫在眉睫。这对于俞敏洪而言不是第一次。在早年新东方最初组织结构调整转型的时候,俞敏洪曾在好几年的时间里根本就睡不着觉。他自曝“10年吃了3000片安眠药”,最多的时候一个晚上要吃4片。这一次面对双减,俞敏洪开启了大刀阔斧的改革。他在个人公众号“老俞闲话”详细地做出总结:2021年新东方市值下跌90%,营收减少80%,员工辞退6万人,退学费、员工辞退N+1(赔偿)、教学点退租等现金支出近200亿元。几个数字足以向外界呈现这家老牌教育企业所受的重创。与此同时,新东方捐近25万套课桌椅给乡村学校的消息,又让俞敏洪在略显悲壮之余,收获赞美的掌声。2021年胡润百富榜中,俞敏洪排名下滑了776位至第973位,财富由260亿元缩水至75亿元。卖完桌椅,赔完钱,苍老了许多的俞敏洪宣布,新东方计划未来成立一个大型的农业平台,自己将会和几百位老师通过直播带货,帮助农产品销售,支持乡村振兴事业。后来的事情大家都知道了。新东方在线摇身一变成为一家直播卖货公司,股价从2块多港元拉到75港元,一年半狂卖货157亿,一炮而红后索性改名东方甄选。不久前,却在直播界和资本市场再次遭遇新一轮质疑、波动。在近日的2024北大创业者峰会上,俞敏洪谈及引起广泛关注的东方甄选风波,直言自己在处理问题时杀伐决断的能力不足,但关键时刻也会采取果断行动,就如“猪被逼到墙角也会咬人”。然而,在最新财报电话会议上,他又称,“我在商场中杀伐决断了30年,30年来大家一直信任新东方。而东方甄选成立到现在不过两年的时间。希望大家能够给我、也给我们的团队更多的耐心和鼓励。”此前,他在多个公开场合都曾表达心迹称,“最后悔的就是上市”。他的理由,是怕上市破坏了他一直追求的“做事情的从容和理想”。如今这种从容和理想,在养活公司员工面前,多了一份赚钱的责任。很多人一开始并不相信教育的理想主义与商业机构的盈利本质可以很好地结合在一起,甚至最终会被资本的追逐所主导。如今,经历完最原始的合伙人风波,再到如今的去董化、独立化等考验,这个问题被印证了吗?","news_type":1},"isVote":1,"tweetType":1,"viewCount":1232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":224610446229520,"gmtCreate":1695844533934,"gmtModify":1695844537553,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/QQQ 20230927 354.0 PUT\">$QQQ 20230927 354.0 PUT$ </a> 恐怖的期权交易,day trader太刺激了 vwap和ema5没啥用,还是MACD好使。 macd 叠加1分钟vol和3分钟vol和5分钟vol,你就能判断 期权标的 快要反转的节点 qqq末日期权,交易有感(20230927)","listText":"<a href=\"https://laohu8.com/OPT/QQQ 20230927 354.0 PUT\">$QQQ 20230927 354.0 PUT$ </a> 恐怖的期权交易,day trader太刺激了 vwap和ema5没啥用,还是MACD好使。 macd 叠加1分钟vol和3分钟vol和5分钟vol,你就能判断 期权标的 快要反转的节点 qqq末日期权,交易有感(20230927)","text":"$QQQ 20230927 354.0 PUT$ 恐怖的期权交易,day trader太刺激了 vwap和ema5没啥用,还是MACD好使。 macd 叠加1分钟vol和3分钟vol和5分钟vol,你就能判断 期权标的 快要反转的节点 qqq末日期权,交易有感(20230927)","images":[{"img":"https://static.tigerbbs.com/d8e79397353c793fb28d808f4614e6b6","width":"894","height":"1508"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/224610446229520","isVote":1,"tweetType":1,"viewCount":854,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1},"content":"今天的qqq太🐶了,一出场就是u型滑梯,完了美di快中午再搞一根大阳柱,误以为放量上涨了,冲进去买call即炮灰,等午后再被put锤着打,结果,等到人困马乏时,再开启垂直上涨通道,全程不超过半小时,最后在逃生门快关闭时出来了,总结一句话,不要轻易放弃,相信macd和vol1分钟数据。","text":"今天的qqq太🐶了,一出场就是u型滑梯,完了美di快中午再搞一根大阳柱,误以为放量上涨了,冲进去买call即炮灰,等午后再被put锤着打,结果,等到人困马乏时,再开启垂直上涨通道,全程不超过半小时,最后在逃生门快关闭时出来了,总结一句话,不要轻易放弃,相信macd和vol1分钟数据。","html":"今天的qqq太🐶了,一出场就是u型滑梯,完了美di快中午再搞一根大阳柱,误以为放量上涨了,冲进去买call即炮灰,等午后再被put锤着打,结果,等到人困马乏时,再开启垂直上涨通道,全程不超过半小时,最后在逃生门快关闭时出来了,总结一句话,不要轻易放弃,相信macd和vol1分钟数据。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":626093014,"gmtCreate":1673530775038,"gmtModify":1673530777794,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"今天晚上空就对了, 市场都已经price in了,如果预期6.5,那就是利好尽出,利空的。如果预期不符,那就是市场波动,也是李(利空的","listText":"今天晚上空就对了, 市场都已经price in了,如果预期6.5,那就是利好尽出,利空的。如果预期不符,那就是市场波动,也是李(利空的","text":"今天晚上空就对了, 市场都已经price in了,如果预期6.5,那就是利好尽出,利空的。如果预期不符,那就是市场波动,也是李(利空的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/626093014","repostId":"628727755","repostType":1,"repost":{"id":628727755,"gmtCreate":1673507314777,"gmtModify":1673507372633,"author":{"id":"3440721572920950","authorId":"3440721572920950","authorIdStr":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"12月CPI投资要点:病还没好,康复Party已经参加了?","htmlText":"本周最大的宏观事件就是今天(1月12日)要公布的12月CPI数据了。全球投资者都需要关注这个数据,因为它是给美联储货币政策提供最重要导向的数据。市场进入本周之后,不但交易活跃,而且还挺乐观。<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 三天涨了3.4%,已然将“CPI走低、通胀进一步好转”的预期写进价格里。为什么投资者能做如此超前乐观的预期?第一、数据滞后性。就业指标和CPI指数都是滞后的经济数据。例如,组成CPI的几个大项目中——能源价格已经开始回调,22年12月石油价格甚至同比低于21年12月,食品价格虽然坚挺,但环比增速也从年中的高点回落,服务价格中占比最高的房租,租房市场反应到CPI中一般有一个季度左右的滞后,而22年中以后由于银行利率的升高,房贷市场下降,租房市场曾经有一段时期的火爆,不过也因多行业的裁员、劳动参与率低等环境下没有继续上涨的动力,但房租也没有下降的趋势,应该是一个能保持平稳的趋势。其他更偏可选消费测的方面,除了交通服务相关的增速较高(但比例不高),甚至有同比下降的(二手车等)第二、美联储很透明。虽然包括鲍威尔在内的美联储高管,无论是FOMC会议、在外公开讲话,都想要尽可能地对市场保持一定政策新鲜感(不想让市场引领政策),但是在2022年,几乎每次都是市场把联储官员猜得一干二净。即便有几次美联储官员嘴硬,到头来身体还是很诚实的。眼下美联储的态度是:不能当做通胀问题完全解决,即使滞后一点,也需要在看到滞后数据有明显下降之后再考虑软化紧缩政策。事实上,最终不管是不是5%的顶点,美联储都会在通胀回落之后开始退坡。比如23年下半年若CPI降至7%以下,稳定下降,那美联储不可能置若罔闻,硬性将利率保持在5%以上,这与他们长期目标2%不符。所以,美联储能做什么操作,市场完全就可以根据数据指标来先行观","listText":"本周最大的宏观事件就是今天(1月12日)要公布的12月CPI数据了。全球投资者都需要关注这个数据,因为它是给美联储货币政策提供最重要导向的数据。市场进入本周之后,不但交易活跃,而且还挺乐观。<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 三天涨了3.4%,已然将“CPI走低、通胀进一步好转”的预期写进价格里。为什么投资者能做如此超前乐观的预期?第一、数据滞后性。就业指标和CPI指数都是滞后的经济数据。例如,组成CPI的几个大项目中——能源价格已经开始回调,22年12月石油价格甚至同比低于21年12月,食品价格虽然坚挺,但环比增速也从年中的高点回落,服务价格中占比最高的房租,租房市场反应到CPI中一般有一个季度左右的滞后,而22年中以后由于银行利率的升高,房贷市场下降,租房市场曾经有一段时期的火爆,不过也因多行业的裁员、劳动参与率低等环境下没有继续上涨的动力,但房租也没有下降的趋势,应该是一个能保持平稳的趋势。其他更偏可选消费测的方面,除了交通服务相关的增速较高(但比例不高),甚至有同比下降的(二手车等)第二、美联储很透明。虽然包括鲍威尔在内的美联储高管,无论是FOMC会议、在外公开讲话,都想要尽可能地对市场保持一定政策新鲜感(不想让市场引领政策),但是在2022年,几乎每次都是市场把联储官员猜得一干二净。即便有几次美联储官员嘴硬,到头来身体还是很诚实的。眼下美联储的态度是:不能当做通胀问题完全解决,即使滞后一点,也需要在看到滞后数据有明显下降之后再考虑软化紧缩政策。事实上,最终不管是不是5%的顶点,美联储都会在通胀回落之后开始退坡。比如23年下半年若CPI降至7%以下,稳定下降,那美联储不可能置若罔闻,硬性将利率保持在5%以上,这与他们长期目标2%不符。所以,美联储能做什么操作,市场完全就可以根据数据指标来先行观","text":"本周最大的宏观事件就是今天(1月12日)要公布的12月CPI数据了。全球投资者都需要关注这个数据,因为它是给美联储货币政策提供最重要导向的数据。市场进入本周之后,不但交易活跃,而且还挺乐观。$纳斯达克(.IXIC)$ 三天涨了3.4%,已然将“CPI走低、通胀进一步好转”的预期写进价格里。为什么投资者能做如此超前乐观的预期?第一、数据滞后性。就业指标和CPI指数都是滞后的经济数据。例如,组成CPI的几个大项目中——能源价格已经开始回调,22年12月石油价格甚至同比低于21年12月,食品价格虽然坚挺,但环比增速也从年中的高点回落,服务价格中占比最高的房租,租房市场反应到CPI中一般有一个季度左右的滞后,而22年中以后由于银行利率的升高,房贷市场下降,租房市场曾经有一段时期的火爆,不过也因多行业的裁员、劳动参与率低等环境下没有继续上涨的动力,但房租也没有下降的趋势,应该是一个能保持平稳的趋势。其他更偏可选消费测的方面,除了交通服务相关的增速较高(但比例不高),甚至有同比下降的(二手车等)第二、美联储很透明。虽然包括鲍威尔在内的美联储高管,无论是FOMC会议、在外公开讲话,都想要尽可能地对市场保持一定政策新鲜感(不想让市场引领政策),但是在2022年,几乎每次都是市场把联储官员猜得一干二净。即便有几次美联储官员嘴硬,到头来身体还是很诚实的。眼下美联储的态度是:不能当做通胀问题完全解决,即使滞后一点,也需要在看到滞后数据有明显下降之后再考虑软化紧缩政策。事实上,最终不管是不是5%的顶点,美联储都会在通胀回落之后开始退坡。比如23年下半年若CPI降至7%以下,稳定下降,那美联储不可能置若罔闻,硬性将利率保持在5%以上,这与他们长期目标2%不符。所以,美联储能做什么操作,市场完全就可以根据数据指标来先行观","images":[{"img":"https://static.tigerbbs.com/b4db0e658139980b34ca2f3c1364a8f0","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/3b65b866da2584e7f68643147722d6f8","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/ae89944ab09916eedd56a9288be4589c","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628727755","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":2518,"gmtBegin":1673507453402,"gmtEnd":1673526561776,"type":1,"upper":1,"title":"你觉得12月CPI数据会?","choices":[{"id":9408,"sort":1,"name":"低于预期的6.5%(好转)","userSize":22,"voted":false},{"id":9409,"sort":2,"name":"与预期基本持平(好转)","userSize":13,"voted":false},{"id":9410,"sort":3,"name":"高于预期的6.5%(恶化)","userSize":12,"voted":false}]},"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":270778656174128,"gmtCreate":1707145832318,"gmtModify":1707205195979,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$ </a> 擦,全是博财报的 1张,看meta看傻了[笑哭] ","listText":"<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$ </a> 擦,全是博财报的 1张,看meta看傻了[笑哭] ","text":"$礼来(LLY)$ 擦,全是博财报的 1张,看meta看傻了[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/270778656174128","isVote":1,"tweetType":1,"viewCount":1278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284695620849808,"gmtCreate":1710511473510,"gmtModify":1710511474575,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$ </a> 坑,小票期权流动性太差了,成废纸了","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$ </a> 坑,小票期权流动性太差了,成废纸了","text":"$RLX科技(RLX)$ 坑,小票期权流动性太差了,成废纸了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/284695620849808","isVote":1,"tweetType":1,"viewCount":1204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284634277650560,"gmtCreate":1710496589578,"gmtModify":1710496591382,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"不对劲,明明已经宣布回购了","listText":"不对劲,明明已经宣布回购了","text":"不对劲,明明已经宣布回购了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/284634277650560","repostId":"1109991537","repostType":2,"repost":{"id":"1109991537","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":1710453702,"share":"https://www.laohu8.com/m/news/1109991537?lang=&edition=full","pubTime":"2024-03-15 06:01","market":"us","language":"zh","title":"Adobe业绩指引逊于预期,股价盘后跌近10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1109991537","media":"华尔街见闻","summary":"美国跨国电脑软件公司$Adobe$第一财季营收和利润均超预期,但第二财季业绩指引略低于预期,导致Adobe美股盘后跌近10%。财报数据显示,Adobe第一财季营收和利润均超预期,几乎所有业务都实现了同比增长,特别是数字媒体和文档云业务同比大幅增长。具体来看,Adobe预计第二财季营收52.5亿-53.0亿美元,逊于分析师预期53.1亿美元;调整后EPS为4.35-4.40美元,与分析师预期的4.38美元基本持平。此外,Adobe宣布250亿美元股票回购计划。","content":"<html><head></head><body><p>美国跨国电脑软件公司<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>第一财季营收和利润均超预期,但第二财季业绩指引略低于预期,导致Adobe美股盘后跌近10%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/245dae6dd69464b573cd1cc269c3b4d5\" title=\"\" tg-width=\"871\" tg-height=\"831\"/></p><p><strong>Q1业绩好于预期</strong></p><p style=\"text-align: justify;\">3月15日隔夜,Adobe公布了截止3月31日的Q1季度财报。<strong>财报数据显示,</strong>Adobe第一财季营收和调整后EPS均超预期,几乎所有业务都实现了同比增长,特别是数字媒体和文档云业务同比大幅增长。</p><p style=\"text-align: justify;\">数据显示,Adobe第一财季总营收达51.8亿美元,同比增长11%,超过了分析师预的51.4亿美元;调整后EPS为4.48美元,同比增长17.89%,高于分析师预期4.38美元。</p><p style=\"text-align: justify;\"><strong>分部门来看,</strong>数字媒体营收为38.2亿美元,同比增长12%,超过了市场预期的37.9亿美元;创意收入为3.07亿美元,同比增长11%,略高于市场预期的3.06亿美元;文档云收入为7.5亿美元,同比增长18%,超出了市场预期的7.276亿美元。</p><p style=\"text-align: justify;\">数字体验收入为12.9亿美元,同比增长9.3%,略高于市场预期的12.8亿美元;订阅收入为4.92亿美元,同比增长12%,超过了市场预期的4.87亿美元;产品收入为1.19亿美元,同比下降0.8%,但仍高于市场预期的1.145亿美元;</p><p><strong>Q2业绩指引逊于预期</strong></p><p style=\"text-align: justify;\"><strong>在各项业务大幅增长的同时,Adobe却提出了逊于市场预期的业绩指引。</strong></p><p style=\"text-align: justify;\">具体来看,Adobe预计第二财季营收52.5亿-53.0亿美元,<strong>逊于分析师预期53.1亿美元</strong>;调整后EPS为4.35-4.40美元,与分析师预期的4.38美元基本持平,这意味着营收和调整后EPS</p><p style=\"text-align: justify;\">分部门来看,数字媒体营收38.7亿-39亿美元,<strong>低于分析师预期39.1亿美元</strong>;数字体验营收13.1亿美元-13.3亿美元,与分析师预期的13.3亿美元基本持平;数字体验订阅营收11.7亿美元-11.9亿美元,与分析师预期的11.8亿美元基本持平;数字媒体的新增年化经常性收入约为4.4亿美元,低于市场预期的4.591亿美元。</p><p style=\"text-align: justify;\">对Adobe来说,公司Q2指引逊于预期,未能满足市场对AI给Adobe带来更大增长的预期。</p><p style=\"text-align: justify;\">此外,Adobe宣布250亿美元股票回购计划。</p><p><strong>AI竞争格局加剧</strong></p><p style=\"text-align: justify;\">2023年头几个月,由于Dall-E等早期AI图像创作工具的竞争威胁,Adobe的股价一直处于低迷状态。2023年3月,Adobe首次推出自家AI工具Firefly后,股价开始反弹。2023年,Adobe飙升近77%。</p><p style=\"text-align: justify;\">2024年2月,随着OpenAI宣布推出文生视频工具Sora,Adobe面临的挑战加剧,Adobe股价转跌。毕竟,Sora的出现,意味着视频生成门槛大幅降低,已有的视频制作工具可能被颠覆。</p><p style=\"text-align: justify;\">今年迄今,Adobe股票下跌4%,大幅跑输同期标普500指数的8%。</p><p style=\"text-align: justify;\">尽管如此,分析师认为,目前的AI模型还远未达到能够生成完美像素内容,同时还需在伦理和法律框架内操作,确保创作者得到合理补偿。瑞银分析师Karl Keirstead指出,目前Sora还不太可能取代传统视频创作工具或对Adobe的主要产品造成冲击。</p><p style=\"text-align: justify;\">面对竞争,Adobe公司数字媒体业务部门总裁David Wadhwani在财报电话会议中指出:</p><blockquote><p style=\"text-align: justify;\">“Adobe Express应用程序、Firefly Services AI产品和新的Acrobat助手的<strong>产品增强和新推出的功能</strong>将会在今年下半年带动Adobe数字媒体业务的年化经常性收入(ARR)加速增长。”</p><p style=\"text-align: justify;\">“<strong>Adobe将与OpenAI合作开发Sora。</strong>”</p><p style=\"text-align: justify;\">“随着越来越多的人需要生成视频片段,他们对编辑这些内容的需求也会增加,不仅Adobe将会开发自己的模型,同时也预计其他公司会开发自己的模型。”</p></blockquote><p style=\"text-align: justify;\">值得注意的是,Adobe原本计划以200亿美元收购设计软件初创公司Figma,但由于监管因素导致该交易被终止。作为交易终止的结果,Adobe支付了Figma 10亿美元的终止费用。</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>Adobe业绩指引逊于预期,股价盘后跌近10%</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; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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\">\nAdobe业绩指引逊于预期,股价盘后跌近10%\n</h2>\n\n<h4 class=\"meta\">\n\n2024-03-15 06:01 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国跨国电脑软件公司Adobe第一财季营收和利润均超预期,但第二财季业绩指引略低于预期,导致Adobe美股盘后跌近10%。Q1业绩好于预期3月15日隔夜,Adobe公布了截止3月31日的Q1季度财报。财报数据显示,Adobe第一财季营收和调整后EPS均超预期,几乎所有业务都实现了同比增长,特别是数字媒体和文档云业务同比大幅增长。数据显示,Adobe第一财季总营收达51.8亿美元,同比增长11%,...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/25521ade5d68ef5b0f2f7b2e1e3894bd","relate_stocks":{"LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","SG9999001424.SGD":"United E-Commerce Fund SGD","BK4023":"应用软件","BK4554":"元宇宙及AR概念","ADBE":"Adobe","BK4567":"ESG概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","LU0061474960.USD":"天利环球焦点基金AU Acc","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109991537","content_text":"美国跨国电脑软件公司Adobe第一财季营收和利润均超预期,但第二财季业绩指引略低于预期,导致Adobe美股盘后跌近10%。Q1业绩好于预期3月15日隔夜,Adobe公布了截止3月31日的Q1季度财报。财报数据显示,Adobe第一财季营收和调整后EPS均超预期,几乎所有业务都实现了同比增长,特别是数字媒体和文档云业务同比大幅增长。数据显示,Adobe第一财季总营收达51.8亿美元,同比增长11%,超过了分析师预的51.4亿美元;调整后EPS为4.48美元,同比增长17.89%,高于分析师预期4.38美元。分部门来看,数字媒体营收为38.2亿美元,同比增长12%,超过了市场预期的37.9亿美元;创意收入为3.07亿美元,同比增长11%,略高于市场预期的3.06亿美元;文档云收入为7.5亿美元,同比增长18%,超出了市场预期的7.276亿美元。数字体验收入为12.9亿美元,同比增长9.3%,略高于市场预期的12.8亿美元;订阅收入为4.92亿美元,同比增长12%,超过了市场预期的4.87亿美元;产品收入为1.19亿美元,同比下降0.8%,但仍高于市场预期的1.145亿美元;Q2业绩指引逊于预期在各项业务大幅增长的同时,Adobe却提出了逊于市场预期的业绩指引。具体来看,Adobe预计第二财季营收52.5亿-53.0亿美元,逊于分析师预期53.1亿美元;调整后EPS为4.35-4.40美元,与分析师预期的4.38美元基本持平,这意味着营收和调整后EPS分部门来看,数字媒体营收38.7亿-39亿美元,低于分析师预期39.1亿美元;数字体验营收13.1亿美元-13.3亿美元,与分析师预期的13.3亿美元基本持平;数字体验订阅营收11.7亿美元-11.9亿美元,与分析师预期的11.8亿美元基本持平;数字媒体的新增年化经常性收入约为4.4亿美元,低于市场预期的4.591亿美元。对Adobe来说,公司Q2指引逊于预期,未能满足市场对AI给Adobe带来更大增长的预期。此外,Adobe宣布250亿美元股票回购计划。AI竞争格局加剧2023年头几个月,由于Dall-E等早期AI图像创作工具的竞争威胁,Adobe的股价一直处于低迷状态。2023年3月,Adobe首次推出自家AI工具Firefly后,股价开始反弹。2023年,Adobe飙升近77%。2024年2月,随着OpenAI宣布推出文生视频工具Sora,Adobe面临的挑战加剧,Adobe股价转跌。毕竟,Sora的出现,意味着视频生成门槛大幅降低,已有的视频制作工具可能被颠覆。今年迄今,Adobe股票下跌4%,大幅跑输同期标普500指数的8%。尽管如此,分析师认为,目前的AI模型还远未达到能够生成完美像素内容,同时还需在伦理和法律框架内操作,确保创作者得到合理补偿。瑞银分析师Karl Keirstead指出,目前Sora还不太可能取代传统视频创作工具或对Adobe的主要产品造成冲击。面对竞争,Adobe公司数字媒体业务部门总裁David Wadhwani在财报电话会议中指出:“Adobe Express应用程序、Firefly Services AI产品和新的Acrobat助手的产品增强和新推出的功能将会在今年下半年带动Adobe数字媒体业务的年化经常性收入(ARR)加速增长。”“Adobe将与OpenAI合作开发Sora。”“随着越来越多的人需要生成视频片段,他们对编辑这些内容的需求也会增加,不仅Adobe将会开发自己的模型,同时也预计其他公司会开发自己的模型。”值得注意的是,Adobe原本计划以200亿美元收购设计软件初创公司Figma,但由于监管因素导致该交易被终止。作为交易终止的结果,Adobe支付了Figma 10亿美元的终止费用。","news_type":1},"isVote":1,"tweetType":1,"viewCount":858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284185373257944,"gmtCreate":1710406770924,"gmtModify":1710406775474,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"要的,ai","listText":"要的,ai","text":"要的,ai","images":[{"img":"https://static.tigerbbs.com/993096076da36306884ecf08696ed3cf"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/284185373257944","isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":306958664298784,"gmtCreate":1715975759229,"gmtModify":1715975762365,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a><v-v data-views=\"0\"></v-v> 难受了","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a><v-v data-views=\"0\"></v-v> 难受了","text":"$Faraday Future(FFIE)$ 难受了","images":[{"img":"https://static.tigerbbs.com/73a021029ac51ec89a91264794c8545b","width":"1056","height":"610"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/306958664298784","isVote":1,"tweetType":1,"viewCount":5621,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572143005600459","authorId":"3572143005600459","authorIdStr":"3572143005600459","name":"FreeHead","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"你这是啥。杠杆做多?","text":"你这是啥。杠杆做多?","html":"你这是啥。杠杆做多?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":821911140,"gmtCreate":1633684845405,"gmtModify":1633684845405,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CEI\">$Camber Energy(CEI)$</a>坐井观天","listText":"<a href=\"https://laohu8.com/S/CEI\">$Camber Energy(CEI)$</a>坐井观天","text":"$Camber Energy(CEI)$坐井观天","images":[{"img":"https://static.tigerbbs.com/02bb961f5236f81a149db7653768491b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/821911140","isVote":1,"tweetType":1,"viewCount":1808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":637937235,"gmtCreate":1647853266414,"gmtModify":1647853266414,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CEA\">$东方航空(CEA)$</a>空它,换一世安宁[喷血] ","listText":"<a href=\"https://laohu8.com/S/CEA\">$东方航空(CEA)$</a>空它,换一世安宁[喷血] ","text":"$东方航空(CEA)$空它,换一世安宁[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/637937235","isVote":1,"tweetType":1,"viewCount":2926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327256386158936,"gmtCreate":1720928277208,"gmtModify":1720928278930,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 老马真识途了,牛[666] ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 老马真识途了,牛[666] ","text":"$特斯拉(TSLA)$ 老马真识途了,牛[666]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327256386158936","isVote":1,"tweetType":1,"viewCount":1861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327253225463824,"gmtCreate":1720927410327,"gmtModify":1720927411860,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$ </a> 开始认怂","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$ </a> 开始认怂","text":"$Meta Platforms(META)$ 开始认怂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/327253225463824","isVote":1,"tweetType":1,"viewCount":1272,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3540208402143371","authorId":"3540208402143371","authorIdStr":"3540208402143371","name":"大盘5000点见","avatar":"https://static.tigerbbs.com/ac6f54af8c0ad1edf3a65bb7d04ad40f","crmLevel":5,"crmLevelSwitch":0},"content":"川普要是上了 meta是不是得下了","text":"川普要是上了 meta是不是得下了","html":"川普要是上了 meta是不是得下了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847848360,"gmtCreate":1636508820239,"gmtModify":1636508820239,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>好不容易高兴一次,你却让我输的这么彻底,哈哈哈呵呵,焯[无语] ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>好不容易高兴一次,你却让我输的这么彻底,哈哈哈呵呵,焯[无语] ","text":"$特斯拉(TSLA)$好不容易高兴一次,你却让我输的这么彻底,哈哈哈呵呵,焯[无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847848360","isVote":1,"tweetType":1,"viewCount":1005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":210262304231640,"gmtCreate":1692353949621,"gmtModify":1692353950426,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YANG\">$三倍做空富时中国ETF-Direxion(YANG)$ </a> 买入[抱拳] ","listText":"<a href=\"https://laohu8.com/S/YANG\">$三倍做空富时中国ETF-Direxion(YANG)$ </a> 买入[抱拳] ","text":"$三倍做空富时中国ETF-Direxion(YANG)$ 买入[抱拳]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/210262304231640","isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628526079,"gmtCreate":1673356430992,"gmtModify":1673357753488,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HKD\">$尚乘数科(HKD)$ </a>新玩法 $尚乘数科(HKD.US)$ 最近我学会了一个玩法,大家可以尝试一下。 针对hkd,盘前我先挂卖盘20*5股,紧接着再挂买盘21*5股,接下来会发生什么神奇的事情呢,也许这就是盘前走高的细节,拿捏/吃瓜","listText":"<a href=\"https://laohu8.com/S/HKD\">$尚乘数科(HKD)$ </a>新玩法 $尚乘数科(HKD.US)$ 最近我学会了一个玩法,大家可以尝试一下。 针对hkd,盘前我先挂卖盘20*5股,紧接着再挂买盘21*5股,接下来会发生什么神奇的事情呢,也许这就是盘前走高的细节,拿捏/吃瓜","text":"$尚乘数科(HKD)$ 新玩法 $尚乘数科(HKD.US)$ 最近我学会了一个玩法,大家可以尝试一下。 针对hkd,盘前我先挂卖盘20*5股,紧接着再挂买盘21*5股,接下来会发生什么神奇的事情呢,也许这就是盘前走高的细节,拿捏/吃瓜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/628526079","isVote":1,"tweetType":1,"viewCount":5725,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4135341184423600","authorId":"4135341184423600","authorIdStr":"4135341184423600","name":"kasea","avatar":"https://static.tigerbbs.com/a7ad72ac8f825be1aa2282fb4a810bf9","crmLevel":8,"crmLevelSwitch":0},"content":"会发生什么呀?","text":"会发生什么呀?","html":"会发生什么呀?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662408421,"gmtCreate":1666682612063,"gmtModify":1666682614551,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>靴子落地,利好","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>靴子落地,利好","text":"$RLX科技(RLX)$靴子落地,利好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/662408421","isVote":1,"tweetType":1,"viewCount":1901,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666674887,"gmtCreate":1665649152149,"gmtModify":1665649153232,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>[财迷] 亏到家了","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>[财迷] 亏到家了","text":"$哔哩哔哩(BILI)$[财迷] 亏到家了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666674887","isVote":1,"tweetType":1,"viewCount":5714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685077329,"gmtCreate":1659362062064,"gmtModify":1659362062064,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$</a>做空是输,买入中概股也是输,我[喷血] ","listText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$</a>做空是输,买入中概股也是输,我[喷血] ","text":"$纳指三倍做空ETF(SQQQ)$做空是输,买入中概股也是输,我[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/685077329","isVote":1,"tweetType":1,"viewCount":814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634317286,"gmtCreate":1647352519720,"gmtModify":1647352519720,"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CTK\">$触宝(CTK)$</a>买了一点","listText":"<a href=\"https://laohu8.com/S/CTK\">$触宝(CTK)$</a>买了一点","text":"$触宝(CTK)$买了一点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/634317286","isVote":1,"tweetType":1,"viewCount":1542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}