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ww87669287
2021-08-02
[强]
@小虎周报:本周财报关注:阿里巴巴走出监管阴影,网约车行业(Uber、Lyft)加快复苏
ww87669287
2021-07-05
[强]
@小虎活动:【发奖】记录那些惊心动魄的交易
ww87669287
2021-07-01
[微笑]
@小虎AV:北京时间6月30日晚,滴滴正式在纽交所挂牌上市,股票代码为 "DIDI"。本次IPO中,滴滴发行价定为14美元,位于发行区间上限。以发行价计算,滴滴IPO的估值超过670亿美元。 滴滴管理层中持股比例最多的是创始人、董事长及CEO程维。他共计持有78,384,741股B类股票,持股比例在6.5%。按照14美元的发行价计算,程维的身家达到43.63亿美元,约合人民币282亿元。而对于滴滴总裁柳青来说,她共计持有B类股票19,172,128股,持股比例在1.6%,身家达到10.74亿美元,约合人民币70亿元。[眼眼]$滴滴(DIDI)$
ww87669287
2021-04-10
[强] [强]
@老虎专刊:【老虎周刊】老虎社区一周十大精华文章
去老虎APP查看更多动态
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","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805412053","repostId":"805539260","repostType":1,"repost":{"id":805539260,"gmtCreate":1627890207547,"gmtModify":1627901463891,"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":"本周财报关注:阿里巴巴走出监管阴影,网约车行业(Uber、Lyft)加快复苏","htmlText":"进入八月,美股Q2财报季仍处于密集披露期。本周将有149家标普500指数公司发布财报,包括逐渐走出监管阴影的阿里巴巴、共享出行巨头Uber、Lyft、流媒体巨头Roku、人造肉龙头Beyond Meat、移动支付公司Square等。 在已公布的296家标普500成分股公司中,二季度总收入同比增长26.8%,总盈利同比增长102%;其中89.2%的公司每股收益超出预期,87.5%的公司营收超出预期。 此外,中概教育龙头股新东方、好未来均发布公告,表示受到近期新规影响,将取消原定于下周发布的财报以及电话会议,两家公司将在后续合适的时间提供进一步更新。 由于中国对课外辅导行业进行全面整顿,未来几年,新东方和好未来的业绩只会持续恶化。短期内,成本削减无法跟随收入下降的速度,原因是在明确为学生减负的目标下,政府已宣布禁止有偿校内辅导以及节假日、双休日补课。 <a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 阿里巴巴将于8月3日美股盘前发布2022财年Q1财季(截至2021年6月底季度)的业绩报告。彭博共识预期,阿里巴巴2022年Q1财季营收为2099亿元,调整后净利润390亿元。 受制于监管压力以及国内电商行业增长放缓,阿里股价表现不佳,年内累计跌幅20%。Emarketer数据显示,去年中国电商零售增长20%,低于预测的27.5%,2021年增速预计降至18.5%,阿里核心电商业务贴合行业增长放缓趋势,并预计2022财年Q1财季中国零售市场营收同比增长36%,货币化率水平保持相对稳定,阿里市场占有率继续被京东和拼多多追赶。另外,其他收入同比增长85%,去年同期盒马和天猫超市的高基数效应或带来一定同比压力。 云业务方面,本季度阿里云营收增速将同比放缓至34%。未来,随着阿里云在早期互联网行业客户基","listText":"进入八月,美股Q2财报季仍处于密集披露期。本周将有149家标普500指数公司发布财报,包括逐渐走出监管阴影的阿里巴巴、共享出行巨头Uber、Lyft、流媒体巨头Roku、人造肉龙头Beyond Meat、移动支付公司Square等。 在已公布的296家标普500成分股公司中,二季度总收入同比增长26.8%,总盈利同比增长102%;其中89.2%的公司每股收益超出预期,87.5%的公司营收超出预期。 此外,中概教育龙头股新东方、好未来均发布公告,表示受到近期新规影响,将取消原定于下周发布的财报以及电话会议,两家公司将在后续合适的时间提供进一步更新。 由于中国对课外辅导行业进行全面整顿,未来几年,新东方和好未来的业绩只会持续恶化。短期内,成本削减无法跟随收入下降的速度,原因是在明确为学生减负的目标下,政府已宣布禁止有偿校内辅导以及节假日、双休日补课。 <a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 阿里巴巴将于8月3日美股盘前发布2022财年Q1财季(截至2021年6月底季度)的业绩报告。彭博共识预期,阿里巴巴2022年Q1财季营收为2099亿元,调整后净利润390亿元。 受制于监管压力以及国内电商行业增长放缓,阿里股价表现不佳,年内累计跌幅20%。Emarketer数据显示,去年中国电商零售增长20%,低于预测的27.5%,2021年增速预计降至18.5%,阿里核心电商业务贴合行业增长放缓趋势,并预计2022财年Q1财季中国零售市场营收同比增长36%,货币化率水平保持相对稳定,阿里市场占有率继续被京东和拼多多追赶。另外,其他收入同比增长85%,去年同期盒马和天猫超市的高基数效应或带来一定同比压力。 云业务方面,本季度阿里云营收增速将同比放缓至34%。未来,随着阿里云在早期互联网行业客户基","text":"进入八月,美股Q2财报季仍处于密集披露期。本周将有149家标普500指数公司发布财报,包括逐渐走出监管阴影的阿里巴巴、共享出行巨头Uber、Lyft、流媒体巨头Roku、人造肉龙头Beyond Meat、移动支付公司Square等。 在已公布的296家标普500成分股公司中,二季度总收入同比增长26.8%,总盈利同比增长102%;其中89.2%的公司每股收益超出预期,87.5%的公司营收超出预期。 此外,中概教育龙头股新东方、好未来均发布公告,表示受到近期新规影响,将取消原定于下周发布的财报以及电话会议,两家公司将在后续合适的时间提供进一步更新。 由于中国对课外辅导行业进行全面整顿,未来几年,新东方和好未来的业绩只会持续恶化。短期内,成本削减无法跟随收入下降的速度,原因是在明确为学生减负的目标下,政府已宣布禁止有偿校内辅导以及节假日、双休日补课。 $阿里巴巴(BABA)$ 阿里巴巴将于8月3日美股盘前发布2022财年Q1财季(截至2021年6月底季度)的业绩报告。彭博共识预期,阿里巴巴2022年Q1财季营收为2099亿元,调整后净利润390亿元。 受制于监管压力以及国内电商行业增长放缓,阿里股价表现不佳,年内累计跌幅20%。Emarketer数据显示,去年中国电商零售增长20%,低于预测的27.5%,2021年增速预计降至18.5%,阿里核心电商业务贴合行业增长放缓趋势,并预计2022财年Q1财季中国零售市场营收同比增长36%,货币化率水平保持相对稳定,阿里市场占有率继续被京东和拼多多追赶。另外,其他收入同比增长85%,去年同期盒马和天猫超市的高基数效应或带来一定同比压力。 云业务方面,本季度阿里云营收增速将同比放缓至34%。未来,随着阿里云在早期互联网行业客户基","images":[{"img":"https://static.tigerbbs.com/3d04b8d70e7dd3d4b02ad32742aa735b","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805539260","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":154310106,"gmtCreate":1625478300605,"gmtModify":1625478300605,"author":{"id":"10000000000004642","authorId":"10000000000004642","name":"ww87669287","avatar":"https://static.tigerbbs.com/6408c9950e0b8aec30f8ec7194070ded","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000004642","authorIdStr":"10000000000004642"},"themes":[],"title":"","htmlText":"[强] ","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/154310106","repostId":"154916622","repostType":1,"repost":{"id":154916622,"gmtCreate":1625468456162,"gmtModify":1631885183997,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"【发奖】记录那些惊心动魄的交易","htmlText":"在老虎七周年之际,我们举办了“记录那些惊心动魄的交易”征文活动,虎友们分享了自己在老虎的交易故事,感谢大家的积极参与~ 那么接下来就是我们最激动人心的颁奖时刻! 恭喜获得七周年礼盒虎友们: <a href=\"https://laohu8.com/U/3459993609345040\">@御剑小飞</a> <a href=\"https://laohu8.com/U/3458604342480246\">@jaychou</a> <a href=\"https://laohu8.com/U/3571739525531959\">@Mechanicss00</a> <a href=\"https://laohu8.com/U/3545213786794036\">@娴记十三妹</a> <a href=\"https://laohu8.com/U/3451627561239325\">@JohnnyB</a> <a href=\"https://laohu8.com/U/180489801557520\">@WstreetBoy</a> <a href=\"https://laohu8.com/U/3518534409433616\">@MikeLiu888</a> 请大家添加虎妞微信tigerbrokers,告知收货信息(姓名、地址、电话) 恭喜获得免佣卡的虎友们: <a href=\"https://laohu8.com/U/3522986208850234\">@爱上丑陋</a> <a href=\"https://laohu8.com/U/3580865534638075\">@晴君</a> <a href=\"https://laohu8.com/U/3581510438154815\">@QueenLT</a>","listText":"在老虎七周年之际,我们举办了“记录那些惊心动魄的交易”征文活动,虎友们分享了自己在老虎的交易故事,感谢大家的积极参与~ 那么接下来就是我们最激动人心的颁奖时刻! 恭喜获得七周年礼盒虎友们: <a href=\"https://laohu8.com/U/3459993609345040\">@御剑小飞</a> <a href=\"https://laohu8.com/U/3458604342480246\">@jaychou</a> <a href=\"https://laohu8.com/U/3571739525531959\">@Mechanicss00</a> <a href=\"https://laohu8.com/U/3545213786794036\">@娴记十三妹</a> <a href=\"https://laohu8.com/U/3451627561239325\">@JohnnyB</a> <a href=\"https://laohu8.com/U/180489801557520\">@WstreetBoy</a> <a href=\"https://laohu8.com/U/3518534409433616\">@MikeLiu888</a> 请大家添加虎妞微信tigerbrokers,告知收货信息(姓名、地址、电话) 恭喜获得免佣卡的虎友们: <a href=\"https://laohu8.com/U/3522986208850234\">@爱上丑陋</a> <a href=\"https://laohu8.com/U/3580865534638075\">@晴君</a> <a href=\"https://laohu8.com/U/3581510438154815\">@QueenLT</a>","text":"在老虎七周年之际,我们举办了“记录那些惊心动魄的交易”征文活动,虎友们分享了自己在老虎的交易故事,感谢大家的积极参与~ 那么接下来就是我们最激动人心的颁奖时刻! 恭喜获得七周年礼盒虎友们: @御剑小飞 @jaychou @Mechanicss00 @娴记十三妹 @JohnnyB @WstreetBoy @MikeLiu888 请大家添加虎妞微信tigerbrokers,告知收货信息(姓名、地址、电话) 恭喜获得免佣卡的虎友们: @爱上丑陋 @晴君 @QueenLT","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/154916622","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":158339824,"gmtCreate":1625128200868,"gmtModify":1625128200868,"author":{"id":"10000000000004642","authorId":"10000000000004642","name":"ww87669287","avatar":"https://static.tigerbbs.com/6408c9950e0b8aec30f8ec7194070ded","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000004642","authorIdStr":"10000000000004642"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158339824","repostId":"151753187","repostType":1,"repost":{"id":151753187,"gmtCreate":1625108699145,"gmtModify":1625124600290,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"title":"滴滴纽交所挂牌上市,估值超670亿美元","htmlText":"\n \n \n 北京时间6月30日晚,滴滴正式在纽交所挂牌上市,股票代码为 \"DIDI\"。本次IPO中,滴滴发行价定为14美元,位于发行区间上限。以发行价计算,滴滴IPO的估值超过670亿美元。 滴滴管理层中持股比例最多的是创始人、董事长及CEO程维。他共计持有78,384,741股B类股票,持股比例在6.5%。按照14美元的发行价计算,程维的身家达到43.63亿美元,约合人民币282亿元。而对于滴滴总裁柳青来说,她共计持有B类股票19,172,128股,持股比例在1.6%,身家达到10.74亿美元,约合人民币70亿元。[眼眼]<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>\n \n","listText":"北京时间6月30日晚,滴滴正式在纽交所挂牌上市,股票代码为 \"DIDI\"。本次IPO中,滴滴发行价定为14美元,位于发行区间上限。以发行价计算,滴滴IPO的估值超过670亿美元。 滴滴管理层中持股比例最多的是创始人、董事长及CEO程维。他共计持有78,384,741股B类股票,持股比例在6.5%。按照14美元的发行价计算,程维的身家达到43.63亿美元,约合人民币282亿元。而对于滴滴总裁柳青来说,她共计持有B类股票19,172,128股,持股比例在1.6%,身家达到10.74亿美元,约合人民币70亿元。[眼眼]<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>","text":"北京时间6月30日晚,滴滴正式在纽交所挂牌上市,股票代码为 \"DIDI\"。本次IPO中,滴滴发行价定为14美元,位于发行区间上限。以发行价计算,滴滴IPO的估值超过670亿美元。 滴滴管理层中持股比例最多的是创始人、董事长及CEO程维。他共计持有78,384,741股B类股票,持股比例在6.5%。按照14美元的发行价计算,程维的身家达到43.63亿美元,约合人民币282亿元。而对于滴滴总裁柳青来说,她共计持有B类股票19,172,128股,持股比例在1.6%,身家达到10.74亿美元,约合人民币70亿元。[眼眼]$滴滴(DIDI)$","images":[{"img":"https://static.tigerbbs.com/d568ea88d9234a76716f48e1962a8afb","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151753187","isVote":1,"tweetType":2,"object":{"id":"dc83e9fd20f74869b69576682fcdf37c","tweetId":"151753187","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/36e1afc53701925920186326682/No37T3iYMfAA.mp4","poster":"https://static.tigerbbs.com/d568ea88d9234a76716f48e1962a8afb"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346258050,"gmtCreate":1618054202470,"gmtModify":1618054202470,"author":{"id":"10000000000004642","authorId":"10000000000004642","name":"ww87669287","avatar":"https://static.tigerbbs.com/6408c9950e0b8aec30f8ec7194070ded","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000004642","authorIdStr":"10000000000004642"},"themes":[],"title":"","htmlText":"[强] [强] ","listText":"[强] [强] ","text":"[强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346258050","repostId":"346295061","repostType":1,"repost":{"id":346295061,"gmtCreate":1618041919649,"gmtModify":1618045300623,"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":"【老虎周刊】老虎社区一周十大精华文章","htmlText":"嗨,虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作,希望对您的投资有所助力。 最好发现认识志同道合的虎友,一起投资一起成长。感谢虎友们支持,祝您投资顺利! 下面进入一周榜单: <a href=\"https://laohu8.com/TW/https://laohu8.com/TW/348939529\" target=\"_blank\">Prosus减持腾讯:2018年不会重演,少量出售不改守望者角色</a> 发布者:<a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陈达美股投资</a> Prosus近日宣布,将其所持有的30.9%的腾讯股票里的一部分——也就是2%,拿来出售;这样其所持股份就从30.9%降低至28.9%。至于出售的原因,Prosus说是为了“增加财务灵活性,以便于投资于其他业务以及公司所持有的其他股票”,并承诺三年内不再减持,也重申对大鹅情有独钟。 所以这事并不复杂,我也不认为是什么大不了的事;但在国内投资者往往感觉挺严重,大股东出货就如同老佛爷出殡一样,总是一件大事,甚至还有一丝不祥——大股东是不是知道啥我不知道的所以抢跑啦?这种阴谋论的态度,我一贯是反对的。 <a href=\"https://laohu8.com/TW/https://laohu8.com/TW/341861320\" target=\"_blank\">查理芒格为什么会买阿里巴巴?</a> 发布者:<a target=\"_blank\" href=\"https://laohu8.com/U/39105730803552\">@格隆汇</a> 截至2021年第一季度,Daily Journal持有5只股票,总价值1.97亿美元。除阿里巴巴外,该公司还持有富国银行、美国银行、","listText":"嗨,虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作,希望对您的投资有所助力。 最好发现认识志同道合的虎友,一起投资一起成长。感谢虎友们支持,祝您投资顺利! 下面进入一周榜单: <a href=\"https://laohu8.com/TW/https://laohu8.com/TW/348939529\" target=\"_blank\">Prosus减持腾讯:2018年不会重演,少量出售不改守望者角色</a> 发布者:<a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陈达美股投资</a> Prosus近日宣布,将其所持有的30.9%的腾讯股票里的一部分——也就是2%,拿来出售;这样其所持股份就从30.9%降低至28.9%。至于出售的原因,Prosus说是为了“增加财务灵活性,以便于投资于其他业务以及公司所持有的其他股票”,并承诺三年内不再减持,也重申对大鹅情有独钟。 所以这事并不复杂,我也不认为是什么大不了的事;但在国内投资者往往感觉挺严重,大股东出货就如同老佛爷出殡一样,总是一件大事,甚至还有一丝不祥——大股东是不是知道啥我不知道的所以抢跑啦?这种阴谋论的态度,我一贯是反对的。 <a href=\"https://laohu8.com/TW/https://laohu8.com/TW/341861320\" target=\"_blank\">查理芒格为什么会买阿里巴巴?</a> 发布者:<a target=\"_blank\" href=\"https://laohu8.com/U/39105730803552\">@格隆汇</a> 截至2021年第一季度,Daily Journal持有5只股票,总价值1.97亿美元。除阿里巴巴外,该公司还持有富国银行、美国银行、","text":"嗨,虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作,希望对您的投资有所助力。 最好发现认识志同道合的虎友,一起投资一起成长。感谢虎友们支持,祝您投资顺利! 下面进入一周榜单: Prosus减持腾讯:2018年不会重演,少量出售不改守望者角色 发布者:@陈达美股投资 Prosus近日宣布,将其所持有的30.9%的腾讯股票里的一部分——也就是2%,拿来出售;这样其所持股份就从30.9%降低至28.9%。至于出售的原因,Prosus说是为了“增加财务灵活性,以便于投资于其他业务以及公司所持有的其他股票”,并承诺三年内不再减持,也重申对大鹅情有独钟。 所以这事并不复杂,我也不认为是什么大不了的事;但在国内投资者往往感觉挺严重,大股东出货就如同老佛爷出殡一样,总是一件大事,甚至还有一丝不祥——大股东是不是知道啥我不知道的所以抢跑啦?这种阴谋论的态度,我一贯是反对的。 查理芒格为什么会买阿里巴巴? 发布者:@格隆汇 截至2021年第一季度,Daily 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","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805412053","repostId":"805539260","repostType":1,"repost":{"id":805539260,"gmtCreate":1627890207547,"gmtModify":1627901463891,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36979109942400","idStr":"36979109942400"},"themes":[],"title":"本周财报关注:阿里巴巴走出监管阴影,网约车行业(Uber、Lyft)加快复苏","htmlText":"进入八月,美股Q2财报季仍处于密集披露期。本周将有149家标普500指数公司发布财报,包括逐渐走出监管阴影的阿里巴巴、共享出行巨头Uber、Lyft、流媒体巨头Roku、人造肉龙头Beyond Meat、移动支付公司Square等。 在已公布的296家标普500成分股公司中,二季度总收入同比增长26.8%,总盈利同比增长102%;其中89.2%的公司每股收益超出预期,87.5%的公司营收超出预期。 此外,中概教育龙头股新东方、好未来均发布公告,表示受到近期新规影响,将取消原定于下周发布的财报以及电话会议,两家公司将在后续合适的时间提供进一步更新。 由于中国对课外辅导行业进行全面整顿,未来几年,新东方和好未来的业绩只会持续恶化。短期内,成本削减无法跟随收入下降的速度,原因是在明确为学生减负的目标下,政府已宣布禁止有偿校内辅导以及节假日、双休日补课。 <a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 阿里巴巴将于8月3日美股盘前发布2022财年Q1财季(截至2021年6月底季度)的业绩报告。彭博共识预期,阿里巴巴2022年Q1财季营收为2099亿元,调整后净利润390亿元。 受制于监管压力以及国内电商行业增长放缓,阿里股价表现不佳,年内累计跌幅20%。Emarketer数据显示,去年中国电商零售增长20%,低于预测的27.5%,2021年增速预计降至18.5%,阿里核心电商业务贴合行业增长放缓趋势,并预计2022财年Q1财季中国零售市场营收同比增长36%,货币化率水平保持相对稳定,阿里市场占有率继续被京东和拼多多追赶。另外,其他收入同比增长85%,去年同期盒马和天猫超市的高基数效应或带来一定同比压力。 云业务方面,本季度阿里云营收增速将同比放缓至34%。未来,随着阿里云在早期互联网行业客户基","listText":"进入八月,美股Q2财报季仍处于密集披露期。本周将有149家标普500指数公司发布财报,包括逐渐走出监管阴影的阿里巴巴、共享出行巨头Uber、Lyft、流媒体巨头Roku、人造肉龙头Beyond Meat、移动支付公司Square等。 在已公布的296家标普500成分股公司中,二季度总收入同比增长26.8%,总盈利同比增长102%;其中89.2%的公司每股收益超出预期,87.5%的公司营收超出预期。 此外,中概教育龙头股新东方、好未来均发布公告,表示受到近期新规影响,将取消原定于下周发布的财报以及电话会议,两家公司将在后续合适的时间提供进一步更新。 由于中国对课外辅导行业进行全面整顿,未来几年,新东方和好未来的业绩只会持续恶化。短期内,成本削减无法跟随收入下降的速度,原因是在明确为学生减负的目标下,政府已宣布禁止有偿校内辅导以及节假日、双休日补课。 <a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 阿里巴巴将于8月3日美股盘前发布2022财年Q1财季(截至2021年6月底季度)的业绩报告。彭博共识预期,阿里巴巴2022年Q1财季营收为2099亿元,调整后净利润390亿元。 受制于监管压力以及国内电商行业增长放缓,阿里股价表现不佳,年内累计跌幅20%。Emarketer数据显示,去年中国电商零售增长20%,低于预测的27.5%,2021年增速预计降至18.5%,阿里核心电商业务贴合行业增长放缓趋势,并预计2022财年Q1财季中国零售市场营收同比增长36%,货币化率水平保持相对稳定,阿里市场占有率继续被京东和拼多多追赶。另外,其他收入同比增长85%,去年同期盒马和天猫超市的高基数效应或带来一定同比压力。 云业务方面,本季度阿里云营收增速将同比放缓至34%。未来,随着阿里云在早期互联网行业客户基","text":"进入八月,美股Q2财报季仍处于密集披露期。本周将有149家标普500指数公司发布财报,包括逐渐走出监管阴影的阿里巴巴、共享出行巨头Uber、Lyft、流媒体巨头Roku、人造肉龙头Beyond Meat、移动支付公司Square等。 在已公布的296家标普500成分股公司中,二季度总收入同比增长26.8%,总盈利同比增长102%;其中89.2%的公司每股收益超出预期,87.5%的公司营收超出预期。 此外,中概教育龙头股新东方、好未来均发布公告,表示受到近期新规影响,将取消原定于下周发布的财报以及电话会议,两家公司将在后续合适的时间提供进一步更新。 由于中国对课外辅导行业进行全面整顿,未来几年,新东方和好未来的业绩只会持续恶化。短期内,成本削减无法跟随收入下降的速度,原因是在明确为学生减负的目标下,政府已宣布禁止有偿校内辅导以及节假日、双休日补课。 $阿里巴巴(BABA)$ 阿里巴巴将于8月3日美股盘前发布2022财年Q1财季(截至2021年6月底季度)的业绩报告。彭博共识预期,阿里巴巴2022年Q1财季营收为2099亿元,调整后净利润390亿元。 受制于监管压力以及国内电商行业增长放缓,阿里股价表现不佳,年内累计跌幅20%。Emarketer数据显示,去年中国电商零售增长20%,低于预测的27.5%,2021年增速预计降至18.5%,阿里核心电商业务贴合行业增长放缓趋势,并预计2022财年Q1财季中国零售市场营收同比增长36%,货币化率水平保持相对稳定,阿里市场占有率继续被京东和拼多多追赶。另外,其他收入同比增长85%,去年同期盒马和天猫超市的高基数效应或带来一定同比压力。 云业务方面,本季度阿里云营收增速将同比放缓至34%。未来,随着阿里云在早期互联网行业客户基","images":[{"img":"https://static.tigerbbs.com/3d04b8d70e7dd3d4b02ad32742aa735b","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805539260","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":154310106,"gmtCreate":1625478300605,"gmtModify":1625478300605,"author":{"id":"10000000000004642","authorId":"10000000000004642","name":"ww87669287","avatar":"https://static.tigerbbs.com/6408c9950e0b8aec30f8ec7194070ded","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000004642","idStr":"10000000000004642"},"themes":[],"title":"","htmlText":"[强] ","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/154310106","repostId":"154916622","repostType":1,"repost":{"id":154916622,"gmtCreate":1625468456162,"gmtModify":1631885183997,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"【发奖】记录那些惊心动魄的交易","htmlText":"在老虎七周年之际,我们举办了“记录那些惊心动魄的交易”征文活动,虎友们分享了自己在老虎的交易故事,感谢大家的积极参与~ 那么接下来就是我们最激动人心的颁奖时刻! 恭喜获得七周年礼盒虎友们: <a href=\"https://laohu8.com/U/3459993609345040\">@御剑小飞</a> <a href=\"https://laohu8.com/U/3458604342480246\">@jaychou</a> <a href=\"https://laohu8.com/U/3571739525531959\">@Mechanicss00</a> <a href=\"https://laohu8.com/U/3545213786794036\">@娴记十三妹</a> <a href=\"https://laohu8.com/U/3451627561239325\">@JohnnyB</a> <a 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href=\"https://laohu8.com/U/3522986208850234\">@爱上丑陋</a> <a href=\"https://laohu8.com/U/3580865534638075\">@晴君</a> <a href=\"https://laohu8.com/U/3581510438154815\">@QueenLT</a>","text":"在老虎七周年之际,我们举办了“记录那些惊心动魄的交易”征文活动,虎友们分享了自己在老虎的交易故事,感谢大家的积极参与~ 那么接下来就是我们最激动人心的颁奖时刻! 恭喜获得七周年礼盒虎友们: @御剑小飞 @jaychou @Mechanicss00 @娴记十三妹 @JohnnyB @WstreetBoy @MikeLiu888 请大家添加虎妞微信tigerbrokers,告知收货信息(姓名、地址、电话) 恭喜获得免佣卡的虎友们: @爱上丑陋 @晴君 @QueenLT","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/154916622","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":158339824,"gmtCreate":1625128200868,"gmtModify":1625128200868,"author":{"id":"10000000000004642","authorId":"10000000000004642","name":"ww87669287","avatar":"https://static.tigerbbs.com/6408c9950e0b8aec30f8ec7194070ded","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000004642","idStr":"10000000000004642"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158339824","repostId":"151753187","repostType":1,"repost":{"id":151753187,"gmtCreate":1625108699145,"gmtModify":1625124600290,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3514329116425907","idStr":"3514329116425907"},"themes":[],"title":"滴滴纽交所挂牌上市,估值超670亿美元","htmlText":"\n \n \n 北京时间6月30日晚,滴滴正式在纽交所挂牌上市,股票代码为 \"DIDI\"。本次IPO中,滴滴发行价定为14美元,位于发行区间上限。以发行价计算,滴滴IPO的估值超过670亿美元。 滴滴管理层中持股比例最多的是创始人、董事长及CEO程维。他共计持有78,384,741股B类股票,持股比例在6.5%。按照14美元的发行价计算,程维的身家达到43.63亿美元,约合人民币282亿元。而对于滴滴总裁柳青来说,她共计持有B类股票19,172,128股,持股比例在1.6%,身家达到10.74亿美元,约合人民币70亿元。[眼眼]<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>\n \n","listText":"北京时间6月30日晚,滴滴正式在纽交所挂牌上市,股票代码为 \"DIDI\"。本次IPO中,滴滴发行价定为14美元,位于发行区间上限。以发行价计算,滴滴IPO的估值超过670亿美元。 滴滴管理层中持股比例最多的是创始人、董事长及CEO程维。他共计持有78,384,741股B类股票,持股比例在6.5%。按照14美元的发行价计算,程维的身家达到43.63亿美元,约合人民币282亿元。而对于滴滴总裁柳青来说,她共计持有B类股票19,172,128股,持股比例在1.6%,身家达到10.74亿美元,约合人民币70亿元。[眼眼]<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>","text":"北京时间6月30日晚,滴滴正式在纽交所挂牌上市,股票代码为 \"DIDI\"。本次IPO中,滴滴发行价定为14美元,位于发行区间上限。以发行价计算,滴滴IPO的估值超过670亿美元。 滴滴管理层中持股比例最多的是创始人、董事长及CEO程维。他共计持有78,384,741股B类股票,持股比例在6.5%。按照14美元的发行价计算,程维的身家达到43.63亿美元,约合人民币282亿元。而对于滴滴总裁柳青来说,她共计持有B类股票19,172,128股,持股比例在1.6%,身家达到10.74亿美元,约合人民币70亿元。[眼眼]$滴滴(DIDI)$","images":[{"img":"https://static.tigerbbs.com/d568ea88d9234a76716f48e1962a8afb","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151753187","isVote":1,"tweetType":2,"object":{"id":"dc83e9fd20f74869b69576682fcdf37c","tweetId":"151753187","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/36e1afc53701925920186326682/No37T3iYMfAA.mp4","poster":"https://static.tigerbbs.com/d568ea88d9234a76716f48e1962a8afb"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346258050,"gmtCreate":1618054202470,"gmtModify":1618054202470,"author":{"id":"10000000000004642","authorId":"10000000000004642","name":"ww87669287","avatar":"https://static.tigerbbs.com/6408c9950e0b8aec30f8ec7194070ded","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000004642","idStr":"10000000000004642"},"themes":[],"title":"","htmlText":"[强] [强] ","listText":"[强] [强] ","text":"[强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346258050","repostId":"346295061","repostType":1,"repost":{"id":346295061,"gmtCreate":1618041919649,"gmtModify":1618045300623,"author":{"id":"35433028694349","authorId":"35433028694349","name":"老虎专刊","avatar":"https://static.laohu8.com/e0b93d50cf0df54ce7b1b746f78db36c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"35433028694349","idStr":"35433028694349"},"themes":[],"title":"【老虎周刊】老虎社区一周十大精华文章","htmlText":"嗨,虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作,希望对您的投资有所助力。 最好发现认识志同道合的虎友,一起投资一起成长。感谢虎友们支持,祝您投资顺利! 下面进入一周榜单: <a href=\"https://laohu8.com/TW/https://laohu8.com/TW/348939529\" target=\"_blank\">Prosus减持腾讯:2018年不会重演,少量出售不改守望者角色</a> 发布者:<a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陈达美股投资</a> Prosus近日宣布,将其所持有的30.9%的腾讯股票里的一部分——也就是2%,拿来出售;这样其所持股份就从30.9%降低至28.9%。至于出售的原因,Prosus说是为了“增加财务灵活性,以便于投资于其他业务以及公司所持有的其他股票”,并承诺三年内不再减持,也重申对大鹅情有独钟。 所以这事并不复杂,我也不认为是什么大不了的事;但在国内投资者往往感觉挺严重,大股东出货就如同老佛爷出殡一样,总是一件大事,甚至还有一丝不祥——大股东是不是知道啥我不知道的所以抢跑啦?这种阴谋论的态度,我一贯是反对的。 <a href=\"https://laohu8.com/TW/https://laohu8.com/TW/341861320\" target=\"_blank\">查理芒格为什么会买阿里巴巴?</a> 发布者:<a target=\"_blank\" href=\"https://laohu8.com/U/39105730803552\">@格隆汇</a> 截至2021年第一季度,Daily Journal持有5只股票,总价值1.97亿美元。除阿里巴巴外,该公司还持有富国银行、美国银行、","listText":"嗨,虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作,希望对您的投资有所助力。 最好发现认识志同道合的虎友,一起投资一起成长。感谢虎友们支持,祝您投资顺利! 下面进入一周榜单: <a href=\"https://laohu8.com/TW/https://laohu8.com/TW/348939529\" target=\"_blank\">Prosus减持腾讯:2018年不会重演,少量出售不改守望者角色</a> 发布者:<a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陈达美股投资</a> Prosus近日宣布,将其所持有的30.9%的腾讯股票里的一部分——也就是2%,拿来出售;这样其所持股份就从30.9%降低至28.9%。至于出售的原因,Prosus说是为了“增加财务灵活性,以便于投资于其他业务以及公司所持有的其他股票”,并承诺三年内不再减持,也重申对大鹅情有独钟。 所以这事并不复杂,我也不认为是什么大不了的事;但在国内投资者往往感觉挺严重,大股东出货就如同老佛爷出殡一样,总是一件大事,甚至还有一丝不祥——大股东是不是知道啥我不知道的所以抢跑啦?这种阴谋论的态度,我一贯是反对的。 <a href=\"https://laohu8.com/TW/https://laohu8.com/TW/341861320\" target=\"_blank\">查理芒格为什么会买阿里巴巴?</a> 发布者:<a target=\"_blank\" href=\"https://laohu8.com/U/39105730803552\">@格隆汇</a> 截至2021年第一季度,Daily Journal持有5只股票,总价值1.97亿美元。除阿里巴巴外,该公司还持有富国银行、美国银行、","text":"嗨,虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作,希望对您的投资有所助力。 最好发现认识志同道合的虎友,一起投资一起成长。感谢虎友们支持,祝您投资顺利! 下面进入一周榜单: Prosus减持腾讯:2018年不会重演,少量出售不改守望者角色 发布者:@陈达美股投资 Prosus近日宣布,将其所持有的30.9%的腾讯股票里的一部分——也就是2%,拿来出售;这样其所持股份就从30.9%降低至28.9%。至于出售的原因,Prosus说是为了“增加财务灵活性,以便于投资于其他业务以及公司所持有的其他股票”,并承诺三年内不再减持,也重申对大鹅情有独钟。 所以这事并不复杂,我也不认为是什么大不了的事;但在国内投资者往往感觉挺严重,大股东出货就如同老佛爷出殡一样,总是一件大事,甚至还有一丝不祥——大股东是不是知道啥我不知道的所以抢跑啦?这种阴谋论的态度,我一贯是反对的。 查理芒格为什么会买阿里巴巴? 发布者:@格隆汇 截至2021年第一季度,Daily Journal持有5只股票,总价值1.97亿美元。除阿里巴巴外,该公司还持有富国银行、美国银行、","images":[{"img":"https://static.tigerbbs.com/bd0a89e033dce9c5bc80f505c405548a","width":"533","height":"313"},{"img":"https://static.tigerbbs.com/64a374257a1dd4b4a8d7ef3fd348d7a4","width":"1437","height":"772"},{"img":"https://static.tigerbbs.com/1a5cfdccd66550dc7beb82093321027e","width":"1280","height":"2533"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346295061","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}