小虎北极熊
2021-07-07
没了人才就没了财富!
@捷克Jack:
人瑞人才腰斩,揭示一个老生常谈的个股风险
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
小虎北极熊
2021-07-08
小虎北极熊
谁追尾,一定很幸福!
2461fbaf
2021-07-07
2461fbaf
不错
什么也没有了~
APP内打开
发表看法
2
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":140101735,"tweetId":"140101735","gmtCreate":1625634172427,"gmtModify":1625634172427,"author":{"id":3580432238496645,"idStr":"3580432238496645","authorId":3580432238496645,"authorIdStr":"3580432238496645","name":"小虎北极熊","avatar":"https://static.tigerbbs.com/05881c41cbde8a82e60d78c4c0a07886","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[],"fanSize":33,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>没了人才就没了财富!</p></body></html>","htmlText":"<html><head></head><body><p>没了人才就没了财富!</p></body></html>","text":"没了人才就没了财富!","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/140101735","repostId":156362156,"repostType":1,"repost":{"magic":2,"id":156362156,"tweetId":"156362156","gmtCreate":1625196331671,"gmtModify":1625223643938,"author":{"id":212008496769156,"idStr":"212008496769156","authorId":212008496769156,"authorIdStr":"212008496769156","name":"捷克Jack","avatar":"https://static.tigerbbs.com/7cc48e563d37c21562541a2874ce20e4","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":3,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"f48104d3aff74204841356e6c91c4d07-1","templateUuid":"f48104d3aff74204841356e6c91c4d07","name":"周度最佳创作者","description":"每周获得最佳精华帖的创作者","bigImgUrl":"https://static.tigerbbs.com/271475ceaf67d40016c8cfa16c08c8b3","smallImgUrl":"https://static.tigerbbs.com/5a6336061b9ba82ba9177c7ec476f5f2","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":3,"allocatedDate":"2022.07.05","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者:发表过3篇及以上精华帖,且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.05","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":18954,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/57891ce29e9996bb1ade982f1ec78d7c","width":"951","height":"258"},{"img":"https://static.tigerbbs.com/9bfca5a2f37bdac3069e7aa6a7d0519c","width":"940","height":"420"},{"img":"https://static.tigerbbs.com/4047690fd35fbe636541ead3137f3d7b","width":"932","height":"143"}],"coverImages":[{"img":"https://static.tigerbbs.com/57891ce29e9996bb1ade982f1ec78d7c","width":"951","height":"258"},{"img":"https://static.tigerbbs.com/9bfca5a2f37bdac3069e7aa6a7d0519c","width":"940","height":"420"},{"img":"https://static.tigerbbs.com/4047690fd35fbe636541ead3137f3d7b","width":"932","height":"143"}],"title":"人瑞人才腰斩,揭示一个老生常谈的个股风险","extraTitle":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/06919\">$人瑞人才(06919)$</a> 今天早盘近乎腰斩了,这是港股美股市场不常见但时有发生的事。</p> <p>但这事并不蹊跷,因为公司在上个交易日结束给出了原因——大客户取消了2022年1月之后的订单。</p> <p><img src=\"https://static.tigerbbs.com/9bfca5a2f37bdac3069e7aa6a7d0519c\" tg-width=\"940\" tg-height=\"420\"><img src=\"https://static.tigerbbs.com/57891ce29e9996bb1ade982f1ec78d7c\" tg-width=\"951\" tg-height=\"258\"></p> <p>要命的是,这位大客户,在2020年占了公司收入的37.6%。</p> <p><img src=\"https://static.tigerbbs.com/4047690fd35fbe636541ead3137f3d7b\" tg-width=\"932\" tg-height=\"143\">那这位大客户是谁呢?</p> <p>公司虽然没有在这份公告中点名道姓(毕竟也相当于披露了对方信息),但是根据公司此前的招股书和财报,人瑞人才主要的客户集中与IT行业等新经济领域,并且有这个实力给公司提供超过三分之一营收体量的公司,应该只有它了——</p> <p>字节跳动。</p> <p>字节跳动在今年以来就减少了扩招,并且更大程度上的使用内部的招聘系统来解决用工问题。不仅可能省点成本,也方便管理自己的信息。</p> <p>而字节缩减招聘规模,看似正常,也反映了公司一定程度上在业务上的扩展进入第二阶段。</p> <p>对二级市场的投资者来说,这样的大客户风险也是现在需要着重考虑的风险。</p> <p>像物业公司那样,大量依赖于地产母公司来获得收益;抑或像<a href=\"https://laohu8.com/S/06618\">$京东健康(06618)$</a> 这样本身业务就付托在母公司的生态上的,尚且还不至于存在停止合作的风险,大不了就是增长停滞。而这些依赖于外部公司的,则需要重点考虑。</p> <p>大家可以看看自己手上的票,哪些是非常依赖于主要产品/主要客户的,需要同时去考虑这个产品/客户的发展能力。</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/06919\">$人瑞人才(06919)$</a> 今天早盘近乎腰斩了,这是港股美股市场不常见但时有发生的事。</p> <p>但这事并不蹊跷,因为公司在上个交易日结束给出了原因——大客户取消了2022年1月之后的订单。</p> <p><img src=\"https://static.tigerbbs.com/9bfca5a2f37bdac3069e7aa6a7d0519c\" tg-width=\"940\" tg-height=\"420\"><img src=\"https://static.tigerbbs.com/57891ce29e9996bb1ade982f1ec78d7c\" tg-width=\"951\" tg-height=\"258\"></p> <p>要命的是,这位大客户,在2020年占了公司收入的37.6%。</p> <p><img src=\"https://static.tigerbbs.com/4047690fd35fbe636541ead3137f3d7b\" tg-width=\"932\" tg-height=\"143\">那这位大客户是谁呢?</p> <p>公司虽然没有在这份公告中点名道姓(毕竟也相当于披露了对方信息),但是根据公司此前的招股书和财报,人瑞人才主要的客户集中与IT行业等新经济领域,并且有这个实力给公司提供超过三分之一营收体量的公司,应该只有它了——</p> <p>字节跳动。</p> <p>字节跳动在今年以来就减少了扩招,并且更大程度上的使用内部的招聘系统来解决用工问题。不仅可能省点成本,也方便管理自己的信息。</p> <p>而字节缩减招聘规模,看似正常,也反映了公司一定程度上在业务上的扩展进入第二阶段。</p> <p>对二级市场的投资者来说,这样的大客户风险也是现在需要着重考虑的风险。</p> <p>像物业公司那样,大量依赖于地产母公司来获得收益;抑或像<a href=\"https://laohu8.com/S/06618\">$京东健康(06618)$</a> 这样本身业务就付托在母公司的生态上的,尚且还不至于存在停止合作的风险,大不了就是增长停滞。而这些依赖于外部公司的,则需要重点考虑。</p> <p>大家可以看看自己手上的票,哪些是非常依赖于主要产品/主要客户的,需要同时去考虑这个产品/客户的发展能力。</p></body></html>","text":"$人瑞人才(06919)$ 今天早盘近乎腰斩了,这是港股美股市场不常见但时有发生的事。 但这事并不蹊跷,因为公司在上个交易日结束给出了原因——大客户取消了2022年1月之后的订单。 要命的是,这位大客户,在2020年占了公司收入的37.6%。 那这位大客户是谁呢? 公司虽然没有在这份公告中点名道姓(毕竟也相当于披露了对方信息),但是根据公司此前的招股书和财报,人瑞人才主要的客户集中与IT行业等新经济领域,并且有这个实力给公司提供超过三分之一营收体量的公司,应该只有它了—— 字节跳动。 字节跳动在今年以来就减少了扩招,并且更大程度上的使用内部的招聘系统来解决用工问题。不仅可能省点成本,也方便管理自己的信息。 而字节缩减招聘规模,看似正常,也反映了公司一定程度上在业务上的扩展进入第二阶段。 对二级市场的投资者来说,这样的大客户风险也是现在需要着重考虑的风险。 像物业公司那样,大量依赖于地产母公司来获得收益;抑或像$京东健康(06618)$ 这样本身业务就付托在母公司的生态上的,尚且还不至于存在停止合作的风险,大不了就是增长停滞。而这些依赖于外部公司的,则需要重点考虑。 大家可以看看自己手上的票,哪些是非常依赖于主要产品/主要客户的,需要同时去考虑这个产品/客户的发展能力。","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/156362156","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["06919","06618"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":986,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":313,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":19,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":5156091,"commentId":"5156091","gmtCreate":1625710025512,"gmtModify":1625710025512,"authorId":3580432238496645,"author":{"id":3580432238496645,"idStr":"3580432238496645","authorId":3580432238496645,"name":"小虎北极熊","avatar":"https://static.tigerbbs.com/05881c41cbde8a82e60d78c4c0a07886","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":140101735,"objectIdStr":"140101735","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"谁追尾,一定很幸福!","text":"谁追尾,一定很幸福!","html":"谁追尾,一定很幸福!","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":5146960,"commentId":"5146960","gmtCreate":1625641861057,"gmtModify":1625641861057,"authorId":69262229036892,"author":{"id":69262229036892,"idStr":"69262229036892","authorId":69262229036892,"name":"2461fbaf","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":140101735,"objectIdStr":"140101735","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"不错","text":"不错","html":"不错","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/140101735"}
精彩评论