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我孙阳仔
2021-08-23
[强]
@小虎周报:财报季尾声：关注小米、京东、拼多多、小鹏、比亚迪
我孙阳仔
2021-08-21
[强]
@老虎专刊:🏆 Posts of the Week (Aug 16 - Aug 20)
我孙阳仔
2021-07-24
[强]
@直击业绩会:Snap2021年Q2业绩电话会议分析师问答
我孙阳仔
2021-06-23
[微笑] [微笑]
@小虎AV:来自YouTube博主Y君美股投资-Y.G.Investment：整理的芒格在几个不同的场合谈及马斯克和特斯拉。芒格认为特斯拉已经创造了远超他人都预期的成就，马斯克本人极具风险性。 但是芒格也并不认可马斯克喜欢在推特上吹股票的行为。他称自己永远不会买也不会做空特斯拉[眼眼]$特斯拉(TSLA)$
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","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/835533572","repostId":"835194802","repostType":1,"repost":{"id":835194802,"gmtCreate":1629691660202,"gmtModify":1629702728041,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"财报季尾声：关注小米、京东、拼多多、小鹏、比亚迪","htmlText":"美股Q2财报季已接近尾声，本周港股市场迎来中报密集披露期，因政策监管担忧引发大规模抛售的互联网公司将陆续公布业绩，此背景下，本轮业绩至关重要。 港股值得关注的公司有：小米、快手、比亚迪、京东健康、泡泡玛特、时代天使、海底捞、九毛九等。 美股方面，同样关注京东、拼多多、小鹏汽车、逸仙电商等明星中概股。 <a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 彭博预计，京东2021年二季度总营收同比增长24%，调整后净利35.24亿元，同比下降40.4%。 京东商城主营业务增长强劲，家电、3C等品类的复苏有望带动收入端实现超预期增长。官方数据显示，今年618期间京东商品交易总额同比增长28%，虽然低于2020年34%的同比增速，但考虑到去年新冠疫情爆发后受抑制需求释放导致基数较高，整体表现仍较为强劲。 与去年同期相比，京东在4月至6月期间的佣金、营销和物流服务收入贡献也在提高，而这一数字在第一季度飙升了73%，占第一季度总收入的14%，而去年同期为12%。 二季度，京东APP日活跃用户保持20%的增长，基本延续了稳定的用户增长势头。 此外，京东加大了对新业务(京喜)的投资，社区团购业务显著放量，市场预计Q2京喜拼拼整体GMV约为37亿元，环比增长超3倍，但持续投入导致新业务亏损可能比去年同期更严重，这将继续拖累公司利润率水平。 <a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 小米集团将于周三公布中期业绩。根据彭博一致预期，预计小米Q2营收为841.44亿元，同比增长57.2%；调整后净利润为54.24亿元，同比增长60.8%。 IDC数据显示，2021Q2小米智能手机出货量同比增长86.3%至5300万台，超越苹","listText":"美股Q2财报季已接近尾声，本周港股市场迎来中报密集披露期，因政策监管担忧引发大规模抛售的互联网公司将陆续公布业绩，此背景下，本轮业绩至关重要。 港股值得关注的公司有：小米、快手、比亚迪、京东健康、泡泡玛特、时代天使、海底捞、九毛九等。 美股方面，同样关注京东、拼多多、小鹏汽车、逸仙电商等明星中概股。 <a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 彭博预计，京东2021年二季度总营收同比增长24%，调整后净利35.24亿元，同比下降40.4%。 京东商城主营业务增长强劲，家电、3C等品类的复苏有望带动收入端实现超预期增长。官方数据显示，今年618期间京东商品交易总额同比增长28%，虽然低于2020年34%的同比增速，但考虑到去年新冠疫情爆发后受抑制需求释放导致基数较高，整体表现仍较为强劲。 与去年同期相比，京东在4月至6月期间的佣金、营销和物流服务收入贡献也在提高，而这一数字在第一季度飙升了73%，占第一季度总收入的14%，而去年同期为12%。 二季度，京东APP日活跃用户保持20%的增长，基本延续了稳定的用户增长势头。 此外，京东加大了对新业务(京喜)的投资，社区团购业务显著放量，市场预计Q2京喜拼拼整体GMV约为37亿元，环比增长超3倍，但持续投入导致新业务亏损可能比去年同期更严重，这将继续拖累公司利润率水平。 <a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 小米集团将于周三公布中期业绩。根据彭博一致预期，预计小米Q2营收为841.44亿元，同比增长57.2%；调整后净利润为54.24亿元，同比增长60.8%。 IDC数据显示，2021Q2小米智能手机出货量同比增长86.3%至5300万台，超越苹","text":"美股Q2财报季已接近尾声，本周港股市场迎来中报密集披露期，因政策监管担忧引发大规模抛售的互联网公司将陆续公布业绩，此背景下，本轮业绩至关重要。 港股值得关注的公司有：小米、快手、比亚迪、京东健康、泡泡玛特、时代天使、海底捞、九毛九等。 美股方面，同样关注京东、拼多多、小鹏汽车、逸仙电商等明星中概股。 $京东(JD)$ 彭博预计，京东2021年二季度总营收同比增长24%，调整后净利35.24亿元，同比下降40.4%。 京东商城主营业务增长强劲，家电、3C等品类的复苏有望带动收入端实现超预期增长。官方数据显示，今年618期间京东商品交易总额同比增长28%，虽然低于2020年34%的同比增速，但考虑到去年新冠疫情爆发后受抑制需求释放导致基数较高，整体表现仍较为强劲。 与去年同期相比，京东在4月至6月期间的佣金、营销和物流服务收入贡献也在提高，而这一数字在第一季度飙升了73%，占第一季度总收入的14%，而去年同期为12%。 二季度，京东APP日活跃用户保持20%的增长，基本延续了稳定的用户增长势头。 此外，京东加大了对新业务(京喜)的投资，社区团购业务显著放量，市场预计Q2京喜拼拼整体GMV约为37亿元，环比增长超3倍，但持续投入导致新业务亏损可能比去年同期更严重，这将继续拖累公司利润率水平。 $小米集团-W(01810)$ 小米集团将于周三公布中期业绩。根据彭博一致预期，预计小米Q2营收为841.44亿元，同比增长57.2%；调整后净利润为54.24亿元，同比增长60.8%。 IDC数据显示，2021Q2小米智能手机出货量同比增长86.3%至5300万台，超越苹","images":[{"img":"https://static.tigerbbs.com/e274bad5a28ff687e9f7cc3584abeebc","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/835194802","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836759947,"gmtCreate":1629527400489,"gmtModify":1629527400489,"author":{"id":"10000000000004581","authorId":"10000000000004581","name":"我孙阳仔","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000004581","authorIdStr":"10000000000004581"},"themes":[],"title":"","htmlText":"[强] ","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836759947","repostId":"836369509","repostType":1,"repost":{"id":836369509,"gmtCreate":1629456399398,"gmtModify":1630062966565,"author":{"id":"35433028694349","authorId":"35433028694349","name":"老虎专刊","avatar":"https://static.laohu8.com/e0b93d50cf0df54ce7b1b746f78db36c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"35433028694349","authorIdStr":"35433028694349"},"themes":[],"title":"🏆 Posts of the Week (Aug 16 - Aug 20)","htmlText":"Roarrr!!! Dear Tigees 🐯, Welcome to our new column: Posts of the Week! 🚀🚀🚀🚀🚀🚀🚀🚀 Our purpose of this column is to encourage more tigees to actively join our discussion in the community and improve together! As you know, we have many tigees who love to share thoughts, opinions and discuss trading insights with others by writing posts & articles. Therefore, in this column, we select 🔥 the best English posts/articles 🔥once a week, and share them with all tigees in the community! About the Rewards: Tigees whose posts get selected will be given 1,000 Tiger coins each! 💰💰💰💰 Top Posts of this Week Congratulations to all these tigees! 👏👏👏 Let's take a look at their posts, and welcome to","listText":"Roarrr!!! Dear Tigees 🐯, Welcome to our new column: Posts of the Week! 🚀🚀🚀🚀🚀🚀🚀🚀 Our purpose of this column is to encourage more tigees to actively join our discussion in the community and improve together! As you know, we have many tigees who love to share thoughts, opinions and discuss trading insights with others by writing posts & articles. Therefore, in this column, we select 🔥 the best English posts/articles 🔥once a week, and share them with all tigees in the community! About the Rewards: Tigees whose posts get selected will be given 1,000 Tiger coins each! 💰💰💰💰 Top Posts of this Week Congratulations to all these tigees! 👏👏👏 Let's take a look at their posts, and welcome to","text":"Roarrr!!! Dear Tigees 🐯, Welcome to our new column: Posts of the Week! 🚀🚀🚀🚀🚀🚀🚀🚀 Our purpose of this column is to encourage more tigees to actively join our discussion in the community and improve together! As you know, we have many tigees who love to share thoughts, opinions and discuss trading insights with others by writing posts & articles. Therefore, in this column, we select 🔥 the best English posts/articles 🔥once a week, and share them with all tigees in the community! About the Rewards: Tigees whose posts get selected will be given 1,000 Tiger coins each! 💰💰💰💰 Top Posts of this Week Congratulations to all these tigees! 👏👏👏 Let's take a look at their posts, and welcome to","images":[{"img":"https://static.tigerbbs.com/b700024c3cbe66fe98f131e878a91ed0","width":"725","height":"436"},{"img":"https://static.tigerbbs.com/405473f053f2790aeefa065558497f17","width":"887","height":"564"},{"img":"https://static.tigerbbs.com/a64f6ee116806d9c7dd99867c13d6bee","width":"1280","height":"4083"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836369509","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":174546964,"gmtCreate":1627116300558,"gmtModify":1627116300558,"author":{"id":"10000000000004581","authorId":"10000000000004581","name":"我孙阳仔","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000004581","authorIdStr":"10000000000004581"},"themes":[],"title":"","htmlText":"[强] ","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174546964","repostId":"175212941","repostType":1,"repost":{"id":175212941,"gmtCreate":1627033951280,"gmtModify":1627119900342,"author":{"id":"3515627051568386","authorId":"3515627051568386","name":"直击业绩会","avatar":"https://static.tigerbbs.com/6cc211c0c1b0a527888a896b6b9b0e33","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515627051568386","authorIdStr":"3515627051568386"},"themes":[],"title":"Snap2021年Q2业绩电话会议分析师问答","htmlText":"<a href=\"https://laohu8.com/S/SNAP\">$Snap Inc(SNAP)$</a> 道格·奥姆斯-摩根-分析师 感谢您提出问题。杰瑞米的一个问题。平均有效每千次展示费用同比增长超过 120%，这与更高的需求和投资回报率以及产品和地理组合的转变有关。我意识到 eCPM 是 Snap 的输出，而不是广告商支付价格的纯粹指标，但我们也听说了很多关于在线广告市场价格上涨的信息。所以只是想了解一下您是否认为价格通胀存在任何风险以及您如何看待未来的可持续性？ 德里克安徒生——首席财务官 当然。嘿，道格，我是德里克。我可以在 CPM 问题上回答这个问题。你说得对。[技术问题] 我认为第二季度的 eCPM 同比增长了 122%。我们确实将 eCPM 至少部分视为我们增长的现阶段的产出指标，我们预计它可能会随着我们业务的发展而波动。也就是说，特别是在第二季度，我们确实看到 eCPM 的上升是由几个因素驱动的。其中之一就是我们所经历的整体广告需求的快速增长，同比增长了 116% [技术问题]。向更高 eCPM 产品的组合转变也是一个因素，例如动态广告，其收入在第二季度连续翻了一番。然后我们确实看到一些地区出现了混合变化，北美也以相对较高的速度增长。 然而，随着时间的推移，会出现几种相互竞争的力量，其中许多是我们可以影响的。它们可以对 eCMP 施加下行压力，包括： 一个是我们整个社区的增长，我们已经看到最近几个季度的增长加速，最近一个季度全球 DAU 同比增长达到 23%； 其次，通过扩大我们应用程序中高度参与区域的 [Phonetic] 货币化，有可能扩大我们的库存机会。示例包括相机，考虑到我们的应用程序对相机开放，我们的观众每天创建数十亿张快照。相机的库存潜力已经非常巨大。因此，我们正在大力投资我们的能力以抓住这个机会，正如您在我们最近的产品公告和及时收购中所","listText":"<a href=\"https://laohu8.com/S/SNAP\">$Snap Inc(SNAP)$</a> 道格·奥姆斯-摩根-分析师 感谢您提出问题。杰瑞米的一个问题。平均有效每千次展示费用同比增长超过 120%，这与更高的需求和投资回报率以及产品和地理组合的转变有关。我意识到 eCPM 是 Snap 的输出，而不是广告商支付价格的纯粹指标，但我们也听说了很多关于在线广告市场价格上涨的信息。所以只是想了解一下您是否认为价格通胀存在任何风险以及您如何看待未来的可持续性？ 德里克安徒生——首席财务官 当然。嘿，道格，我是德里克。我可以在 CPM 问题上回答这个问题。你说得对。[技术问题] 我认为第二季度的 eCPM 同比增长了 122%。我们确实将 eCPM 至少部分视为我们增长的现阶段的产出指标，我们预计它可能会随着我们业务的发展而波动。也就是说，特别是在第二季度，我们确实看到 eCPM 的上升是由几个因素驱动的。其中之一就是我们所经历的整体广告需求的快速增长，同比增长了 116% [技术问题]。向更高 eCPM 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","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836759947","repostId":"836369509","repostType":1,"repost":{"id":836369509,"gmtCreate":1629456399398,"gmtModify":1630062966565,"author":{"id":"35433028694349","authorId":"35433028694349","name":"老虎专刊","avatar":"https://static.laohu8.com/e0b93d50cf0df54ce7b1b746f78db36c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"35433028694349","authorIdStr":"35433028694349"},"themes":[],"title":"🏆 Posts of the Week (Aug 16 - Aug 20)","htmlText":"Roarrr!!! Dear Tigees 🐯, Welcome to our new column: Posts of the Week! 🚀🚀🚀🚀🚀🚀🚀🚀 Our purpose of this column is to encourage more tigees to actively join our discussion in the community and improve together! As you know, we have many tigees who love to share thoughts, opinions and discuss trading insights with others by writing posts & articles. Therefore, in this column, we select 🔥 the best English posts/articles 🔥once a week, and share them with all tigees in the community! About the Rewards: Tigees whose posts get selected will be given 1,000 Tiger coins each! 💰💰💰💰 Top Posts of this Week Congratulations to all these tigees! 👏👏👏 Let's take a look at their posts, and welcome to","listText":"Roarrr!!! Dear Tigees 🐯, Welcome to our new column: Posts of the Week! 🚀🚀🚀🚀🚀🚀🚀🚀 Our purpose of this column is to encourage more tigees to actively join our discussion in the community and improve together! As you know, we have many tigees who love to share thoughts, opinions and discuss trading insights with others by writing posts & articles. Therefore, in this column, we select 🔥 the best English posts/articles 🔥once a week, and share them with all tigees in the community! About the Rewards: Tigees whose posts get selected will be given 1,000 Tiger coins each! 💰💰💰💰 Top Posts of this Week Congratulations to all these tigees! 👏👏👏 Let's take a look at their posts, and welcome to","text":"Roarrr!!! Dear Tigees 🐯, Welcome to our new column: Posts of the Week! 🚀🚀🚀🚀🚀🚀🚀🚀 Our purpose of this column is to encourage more tigees to actively join our discussion in the community and improve together! As you know, we have many tigees who love to share thoughts, opinions and discuss trading insights with others by writing posts & articles. Therefore, in this column, we select 🔥 the best English posts/articles 🔥once a week, and share them with all tigees in the community! About the Rewards: Tigees whose posts get selected will be given 1,000 Tiger coins each! 💰💰💰💰 Top Posts of this Week Congratulations to all these tigees! 👏👏👏 Let's take a look at their posts, and welcome to","images":[{"img":"https://static.tigerbbs.com/b700024c3cbe66fe98f131e878a91ed0","width":"725","height":"436"},{"img":"https://static.tigerbbs.com/405473f053f2790aeefa065558497f17","width":"887","height":"564"},{"img":"https://static.tigerbbs.com/a64f6ee116806d9c7dd99867c13d6bee","width":"1280","height":"4083"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836369509","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":174546964,"gmtCreate":1627116300558,"gmtModify":1627116300558,"author":{"id":"10000000000004581","authorId":"10000000000004581","name":"我孙阳仔","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000004581","authorIdStr":"10000000000004581"},"themes":[],"title":"","htmlText":"[强] ","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174546964","repostId":"175212941","repostType":1,"repost":{"id":175212941,"gmtCreate":1627033951280,"gmtModify":1627119900342,"author":{"id":"3515627051568386","authorId":"3515627051568386","name":"直击业绩会","avatar":"https://static.tigerbbs.com/6cc211c0c1b0a527888a896b6b9b0e33","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515627051568386","authorIdStr":"3515627051568386"},"themes":[],"title":"Snap2021年Q2业绩电话会议分析师问答","htmlText":"<a href=\"https://laohu8.com/S/SNAP\">$Snap Inc(SNAP)$</a> 道格·奥姆斯-摩根-分析师 感谢您提出问题。杰瑞米的一个问题。平均有效每千次展示费用同比增长超过 120%，这与更高的需求和投资回报率以及产品和地理组合的转变有关。我意识到 eCPM 是 Snap 的输出，而不是广告商支付价格的纯粹指标，但我们也听说了很多关于在线广告市场价格上涨的信息。所以只是想了解一下您是否认为价格通胀存在任何风险以及您如何看待未来的可持续性？ 德里克安徒生——首席财务官 当然。嘿，道格，我是德里克。我可以在 CPM 问题上回答这个问题。你说得对。[技术问题] 我认为第二季度的 eCPM 同比增长了 122%。我们确实将 eCPM 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货币化，有可能扩大我们的库存机会。示例包括相机，考虑到我们的应用程序对相机开放，我们的观众每天创建数十亿张快照。相机的库存潜力已经非常巨大。因此，我们正在大力投资我们的能力以抓住这个机会，正如您在我们最近的产品公告和及时收购中所","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175212941","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":123847343,"gmtCreate":1624418100682,"gmtModify":1624418100682,"author":{"id":"10000000000004581","authorId":"10000000000004581","name":"我孙阳仔","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000004581","authorIdStr":"10000000000004581"},"themes":[],"title":"","htmlText":"[微笑] [微笑] ","listText":"[微笑] [微笑] ","text":"[微笑] 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