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山子0201
2021-08-13
[微笑] [微笑]
@孟浩:【财报解读】增速放缓,你对蔚来还有信心吗?
山子0201
2021-08-10
[思考]
@直击业绩会:本周公司业绩会直播预告一览(8月9日-8月13日)
山子0201
2021-07-24
[微笑]
@话题虎:东京奥运会开幕啦!送上赛程表!你在看吗?
山子0201
2021-04-30
[微笑]
@孟浩:力压华为,高通或成5G时代最大赢家
去老虎APP查看更多动态
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[微笑] ","listText":"[微笑] [微笑] ","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894675445","repostId":"895470993","repostType":1,"repost":{"id":895470993,"gmtCreate":1628769877209,"gmtModify":1716217869353,"author":{"id":"58341441844653","authorId":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72cb6e0fea0279b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"58341441844653","authorIdStr":"58341441844653"},"themes":[],"title":"【财报解读】增速放缓,你对蔚来还有信心吗?","htmlText":"8月12日美股盘后,蔚来发布2021年第2季度财报,其中营收、净亏损均优于预期。不过考虑到芯片短缺等影响,蔚来对2季度的交付和收入指引较为保守,蔚来财报后,微涨1%左右。<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 财报显示 蔚来的营收,交付数据乃至每股收益均超过分析师预期。NIO 在第二季度交付了21896辆汽车,其中交付了4433辆ES8 ,9,935辆 ES6s和7,528辆 EC6s,同比增长119%,环比增长9.2%蔚来预计Q3交付指引为23000-25000台,环比增长5.5-14.2%;总营收预计介于89.13亿元(约合13.80亿美元)至96.31亿元(约合14.92亿美元)之间,同比增长大约96.9%至112.8%,环比增长约5.5%至14.0%。 营收大超预期 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从交付数据来看,蔚来在第二季度交付了21896辆汽车,其中交付了4433辆ES8 ,9,935辆 ES6s和7,528辆 EC6s,同比增长119%,环比增长9.2%。如果按照上季度的ASP(平均售价)来算,超预期是板上钉钉的,所以这个数据并不算令人意外吧 Q3指引有点低 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","listText":"[思考] ","text":"[思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896621992","repostId":"898668544","repostType":1,"repost":{"id":898668544,"gmtCreate":1628494095584,"gmtModify":1628498700175,"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":"本周公司业绩会直播预告一览(8月9日-8月13日)","htmlText":"Hello 虎友们,大家下午好,本周共5场业绩会直播,分别是<a target=\"_blank\" href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/DIS\">$迪士尼(DIS)$</a> ,此外还有一场2021雷军年度演讲直播~欢迎大家预约收听~ 直播预约入口: 8月10日19:30 <a href=\"https://laohu8.com/RN?name=RNLive&rndata={"liveId":"16279571017104"}\" target=\"_blank\">点我预约雷军演讲直播</a> 8月10日20:00<a href=\"https://laohu8.com/RN?name=RNLive&rndata={"liveId":"16280606572618"}\" target=\"_blank\">点我预约Yalla直播!</a> 8月11日09:30","listText":"Hello 虎友们,大家下午好,本周共5场业绩会直播,分别是<a target=\"_blank\" href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/DIS\">$迪士尼(DIS)$</a> ,此外还有一场2021雷军年度演讲直播~欢迎大家预约收听~ 直播预约入口: 8月10日19:30 <a href=\"https://laohu8.com/RN?name=RNLive&rndata={"liveId":"16279571017104"}\" target=\"_blank\">点我预约雷军演讲直播</a> 8月10日20:00<a href=\"https://laohu8.com/RN?name=RNLive&rndata={"liveId":"16280606572618"}\" target=\"_blank\">点我预约Yalla直播!</a> 8月11日09:30","text":"Hello 虎友们,大家下午好,本周共5场业绩会直播,分别是$Yalla Group(YALA)$ 、$Coinbase Global, Inc.(COIN)$ 、$蔚来(NIO)$ 、$百度(BIDU)$ 、$迪士尼(DIS)$ ,此外还有一场2021雷军年度演讲直播~欢迎大家预约收听~ 直播预约入口: 8月10日19:30 点我预约雷军演讲直播 8月10日20:00点我预约Yalla直播! 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","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174273553","repostId":"175589429","repostType":1,"repost":{"id":175589429,"gmtCreate":1627041487257,"gmtModify":1627048011887,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"东京奥运会开幕啦!送上赛程表!你在看吗?","htmlText":"开幕啦 开幕啦 不过从朋友圈的感觉上看,好像大家对这届奥运会的关注度好低,而且开幕式节目的风评也一般般,是我的错觉吗? 废话不多说啦,希望中国军团踊跃夺金! 赛程表如下:相关阅读: <a href=\"https://laohu8.com/TW/172363055\" target=\"_blank\">史上最独特的奥运会即将开幕,你期待吗?</a>","listText":"开幕啦 开幕啦 不过从朋友圈的感觉上看,好像大家对这届奥运会的关注度好低,而且开幕式节目的风评也一般般,是我的错觉吗? 废话不多说啦,希望中国军团踊跃夺金! 赛程表如下:相关阅读: <a href=\"https://laohu8.com/TW/172363055\" target=\"_blank\">史上最独特的奥运会即将开幕,你期待吗?</a>","text":"开幕啦 开幕啦 不过从朋友圈的感觉上看,好像大家对这届奥运会的关注度好低,而且开幕式节目的风评也一般般,是我的错觉吗? 废话不多说啦,希望中国军团踊跃夺金! 赛程表如下:相关阅读: 史上最独特的奥运会即将开幕,你期待吗?","images":[{"img":"https://static.tigerbbs.com/232f710e381d71eab3d4340763b2a70d","width":"1000","height":"2600"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175589429","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":103950393,"gmtCreate":1619744401612,"gmtModify":1619744401612,"author":{"id":"10000000000010221","authorId":"10000000000010221","name":"山子0201","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010221","authorIdStr":"10000000000010221"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/103950393","repostId":"109573893","repostType":1,"repost":{"id":109573893,"gmtCreate":1619707145108,"gmtModify":1619733451763,"author":{"id":"58341441844653","authorId":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72cb6e0fea0279b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"58341441844653","authorIdStr":"58341441844653"},"themes":[],"title":"力压华为,高通或成5G时代最大赢家","htmlText":"4月28日,高通发布了2021财年第二财季财报。其中营收和净利润均大超预期,受此消息影响,高通开盘一路大涨至6%。 财报显示: 高通经调整后的每股盈余为1.90美元,高于华尔街分析师预估分别为1.67美元 营收为79.3亿美元,高于华尔街分析师预估76.2亿美元,高通自身预计的中值分别为1.65美元和76亿美元。 去年由于冠状病毒的出现,手机需求下降,这使得今年手机市场比以往增长更快。该公司首席财务官阿卡什•帕尔基瓦拉(Akash Palkhiwala)在与分析师举行的电话会议上表示,中国强劲的手机出货量也提振了业绩。除了本季度以外,在第一财季时,公司收入也出现了大幅增长,涨幅达63%。 具体来看: 高通营收为79.3亿美元,同比增长52%,高于华尔街分析师预估76.2亿美元。高通的两大业务营收专利授权业务 (QTL, Qualcomm Technology Licensing) 以及芯片/软件业务 (QCT, Qualcomm CDMA Technologies) 均实现同比增长。 专利授权业务(QTL)当季收入16.1亿美元,同比增长51%。这部分业务大增主要是因为苹果和华为与高通达成和解。高通与苹果的和解除了给2019财年3季度带来一次性收入之外,苹果此后每年都要向高通缴纳专利费。而与华为的和解同样能得到相关的专利费。 当季最大收入源基带芯片(QCT)收入62.8亿美元,同比增长53%。此外,高通还在本次财报披露了芯片业务的细分领域收入及占比,其中手机相关的芯片业务营收达40亿,同比增长53%。这部分业务大增主要是因为手机芯片大卖。第二财季,高通用于过滤和放大无线电信号的射频芯片销售额增长了39%,达到9.03亿美元。汽车业务营收为2.40亿美元,上年同期为1.70亿美元,同比增长40%;物联网业务营收为10.73亿美元,上年同期为6.27亿美元,同比增长71%。 高","listText":"4月28日,高通发布了2021财年第二财季财报。其中营收和净利润均大超预期,受此消息影响,高通开盘一路大涨至6%。 财报显示: 高通经调整后的每股盈余为1.90美元,高于华尔街分析师预估分别为1.67美元 营收为79.3亿美元,高于华尔街分析师预估76.2亿美元,高通自身预计的中值分别为1.65美元和76亿美元。 去年由于冠状病毒的出现,手机需求下降,这使得今年手机市场比以往增长更快。该公司首席财务官阿卡什•帕尔基瓦拉(Akash Palkhiwala)在与分析师举行的电话会议上表示,中国强劲的手机出货量也提振了业绩。除了本季度以外,在第一财季时,公司收入也出现了大幅增长,涨幅达63%。 具体来看: 高通营收为79.3亿美元,同比增长52%,高于华尔街分析师预估76.2亿美元。高通的两大业务营收专利授权业务 (QTL, Qualcomm Technology Licensing) 以及芯片/软件业务 (QCT, Qualcomm CDMA Technologies) 均实现同比增长。 专利授权业务(QTL)当季收入16.1亿美元,同比增长51%。这部分业务大增主要是因为苹果和华为与高通达成和解。高通与苹果的和解除了给2019财年3季度带来一次性收入之外,苹果此后每年都要向高通缴纳专利费。而与华为的和解同样能得到相关的专利费。 当季最大收入源基带芯片(QCT)收入62.8亿美元,同比增长53%。此外,高通还在本次财报披露了芯片业务的细分领域收入及占比,其中手机相关的芯片业务营收达40亿,同比增长53%。这部分业务大增主要是因为手机芯片大卖。第二财季,高通用于过滤和放大无线电信号的射频芯片销售额增长了39%,达到9.03亿美元。汽车业务营收为2.40亿美元,上年同期为1.70亿美元,同比增长40%;物联网业务营收为10.73亿美元,上年同期为6.27亿美元,同比增长71%。 高","text":"4月28日,高通发布了2021财年第二财季财报。其中营收和净利润均大超预期,受此消息影响,高通开盘一路大涨至6%。 财报显示: 高通经调整后的每股盈余为1.90美元,高于华尔街分析师预估分别为1.67美元 营收为79.3亿美元,高于华尔街分析师预估76.2亿美元,高通自身预计的中值分别为1.65美元和76亿美元。 去年由于冠状病毒的出现,手机需求下降,这使得今年手机市场比以往增长更快。该公司首席财务官阿卡什•帕尔基瓦拉(Akash Palkhiwala)在与分析师举行的电话会议上表示,中国强劲的手机出货量也提振了业绩。除了本季度以外,在第一财季时,公司收入也出现了大幅增长,涨幅达63%。 具体来看: 高通营收为79.3亿美元,同比增长52%,高于华尔街分析师预估76.2亿美元。高通的两大业务营收专利授权业务 (QTL, Qualcomm Technology Licensing) 以及芯片/软件业务 (QCT, Qualcomm CDMA Technologies) 均实现同比增长。 专利授权业务(QTL)当季收入16.1亿美元,同比增长51%。这部分业务大增主要是因为苹果和华为与高通达成和解。高通与苹果的和解除了给2019财年3季度带来一次性收入之外,苹果此后每年都要向高通缴纳专利费。而与华为的和解同样能得到相关的专利费。 当季最大收入源基带芯片(QCT)收入62.8亿美元,同比增长53%。此外,高通还在本次财报披露了芯片业务的细分领域收入及占比,其中手机相关的芯片业务营收达40亿,同比增长53%。这部分业务大增主要是因为手机芯片大卖。第二财季,高通用于过滤和放大无线电信号的射频芯片销售额增长了39%,达到9.03亿美元。汽车业务营收为2.40亿美元,上年同期为1.70亿美元,同比增长40%;物联网业务营收为10.73亿美元,上年同期为6.27亿美元,同比增长71%。 高","images":[{"img":"https://static.tigerbbs.com/9b92dd966cb735d6485418df255b1f51","width":"2690","height":"1485"},{"img":"https://static.tigerbbs.com/fa1f1b53ba1017217333e96d93c6d7a2","width":"2740","height":"1581"},{"img":"https://static.tigerbbs.com/195eb433ccae7fd58807c92cf6bb731d","width":"1362","height":"328"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109573893","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":894675445,"gmtCreate":1628825400487,"gmtModify":1628825400487,"author":{"id":"10000000000010221","authorId":"10000000000010221","name":"山子0201","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010221","authorIdStr":"10000000000010221"},"themes":[],"title":"","htmlText":"[微笑] [微笑] ","listText":"[微笑] [微笑] ","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894675445","repostId":"895470993","repostType":1,"repost":{"id":895470993,"gmtCreate":1628769877209,"gmtModify":1716217869353,"author":{"id":"58341441844653","authorId":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72cb6e0fea0279b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"58341441844653","authorIdStr":"58341441844653"},"themes":[],"title":"【财报解读】增速放缓,你对蔚来还有信心吗?","htmlText":"8月12日美股盘后,蔚来发布2021年第2季度财报,其中营收、净亏损均优于预期。不过考虑到芯片短缺等影响,蔚来对2季度的交付和收入指引较为保守,蔚来财报后,微涨1%左右。<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 财报显示 蔚来的营收,交付数据乃至每股收益均超过分析师预期。NIO 在第二季度交付了21896辆汽车,其中交付了4433辆ES8 ,9,935辆 ES6s和7,528辆 EC6s,同比增长119%,环比增长9.2%蔚来预计Q3交付指引为23000-25000台,环比增长5.5-14.2%;总营收预计介于89.13亿元(约合13.80亿美元)至96.31亿元(约合14.92亿美元)之间,同比增长大约96.9%至112.8%,环比增长约5.5%至14.0%。 营收大超预期 蔚来汽车2021年第2季度总收入约为84.48亿元,同比增长127%。超彭博分析师预期的83亿元。其中,2021年第2季度汽车销售额为79.11亿元(11.303亿美元),同比增长127%,环比增长6.8%。财报营收符合预期,毕竟对于经常关注蔚来的朋友来说,蔚来财报前,大家就已经预估的七七八八了,基本算是亮出了明牌,毕竟蔚来的汽车销售额一般占据总营收的90%以上,而蔚来每个月又会公布汽车交付数据。 从交付数据来看,蔚来在第二季度交付了21896辆汽车,其中交付了4433辆ES8 ,9,935辆 ES6s和7,528辆 EC6s,同比增长119%,环比增长9.2%。如果按照上季度的ASP(平均售价)来算,超预期是板上钉钉的,所以这个数据并不算令人意外吧 Q3指引有点低 相对来说市场更关注蔚来对于3季度的指引,蔚来预计Q3交付指引为23000-25000台,环比增长5.5-14.2%;总营收预计介于89.13亿元(约合13.80亿美元)至96.31亿","listText":"8月12日美股盘后,蔚来发布2021年第2季度财报,其中营收、净亏损均优于预期。不过考虑到芯片短缺等影响,蔚来对2季度的交付和收入指引较为保守,蔚来财报后,微涨1%左右。<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 财报显示 蔚来的营收,交付数据乃至每股收益均超过分析师预期。NIO 在第二季度交付了21896辆汽车,其中交付了4433辆ES8 ,9,935辆 ES6s和7,528辆 EC6s,同比增长119%,环比增长9.2%蔚来预计Q3交付指引为23000-25000台,环比增长5.5-14.2%;总营收预计介于89.13亿元(约合13.80亿美元)至96.31亿元(约合14.92亿美元)之间,同比增长大约96.9%至112.8%,环比增长约5.5%至14.0%。 营收大超预期 蔚来汽车2021年第2季度总收入约为84.48亿元,同比增长127%。超彭博分析师预期的83亿元。其中,2021年第2季度汽车销售额为79.11亿元(11.303亿美元),同比增长127%,环比增长6.8%。财报营收符合预期,毕竟对于经常关注蔚来的朋友来说,蔚来财报前,大家就已经预估的七七八八了,基本算是亮出了明牌,毕竟蔚来的汽车销售额一般占据总营收的90%以上,而蔚来每个月又会公布汽车交付数据。 从交付数据来看,蔚来在第二季度交付了21896辆汽车,其中交付了4433辆ES8 ,9,935辆 ES6s和7,528辆 EC6s,同比增长119%,环比增长9.2%。如果按照上季度的ASP(平均售价)来算,超预期是板上钉钉的,所以这个数据并不算令人意外吧 Q3指引有点低 相对来说市场更关注蔚来对于3季度的指引,蔚来预计Q3交付指引为23000-25000台,环比增长5.5-14.2%;总营收预计介于89.13亿元(约合13.80亿美元)至96.31亿","text":"8月12日美股盘后,蔚来发布2021年第2季度财报,其中营收、净亏损均优于预期。不过考虑到芯片短缺等影响,蔚来对2季度的交付和收入指引较为保守,蔚来财报后,微涨1%左右。$蔚来(NIO)$ 财报显示 蔚来的营收,交付数据乃至每股收益均超过分析师预期。NIO 在第二季度交付了21896辆汽车,其中交付了4433辆ES8 ,9,935辆 ES6s和7,528辆 EC6s,同比增长119%,环比增长9.2%蔚来预计Q3交付指引为23000-25000台,环比增长5.5-14.2%;总营收预计介于89.13亿元(约合13.80亿美元)至96.31亿元(约合14.92亿美元)之间,同比增长大约96.9%至112.8%,环比增长约5.5%至14.0%。 营收大超预期 蔚来汽车2021年第2季度总收入约为84.48亿元,同比增长127%。超彭博分析师预期的83亿元。其中,2021年第2季度汽车销售额为79.11亿元(11.303亿美元),同比增长127%,环比增长6.8%。财报营收符合预期,毕竟对于经常关注蔚来的朋友来说,蔚来财报前,大家就已经预估的七七八八了,基本算是亮出了明牌,毕竟蔚来的汽车销售额一般占据总营收的90%以上,而蔚来每个月又会公布汽车交付数据。 从交付数据来看,蔚来在第二季度交付了21896辆汽车,其中交付了4433辆ES8 ,9,935辆 ES6s和7,528辆 EC6s,同比增长119%,环比增长9.2%。如果按照上季度的ASP(平均售价)来算,超预期是板上钉钉的,所以这个数据并不算令人意外吧 Q3指引有点低 相对来说市场更关注蔚来对于3季度的指引,蔚来预计Q3交付指引为23000-25000台,环比增长5.5-14.2%;总营收预计介于89.13亿元(约合13.80亿美元)至96.31亿","images":[{"img":"https://static.tigerbbs.com/2885798f86e3342498a50730ceab32c1","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/b5e385223a34236cc56d2bbc3f20892f","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/364f07183651f326283c15ce99d5e43d","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895470993","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":896621992,"gmtCreate":1628579700416,"gmtModify":1628579700416,"author":{"id":"10000000000010221","authorId":"10000000000010221","name":"山子0201","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010221","authorIdStr":"10000000000010221"},"themes":[],"title":"","htmlText":"[思考] 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href=\"https://laohu8.com/S/DIS\">$迪士尼(DIS)$</a> ,此外还有一场2021雷军年度演讲直播~欢迎大家预约收听~ 直播预约入口: 8月10日19:30 <a href=\"https://laohu8.com/RN?name=RNLive&rndata={"liveId":"16279571017104"}\" target=\"_blank\">点我预约雷军演讲直播</a> 8月10日20:00<a href=\"https://laohu8.com/RN?name=RNLive&rndata={"liveId":"16280606572618"}\" target=\"_blank\">点我预约Yalla直播!</a> 8月11日09:30","listText":"Hello 虎友们,大家下午好,本周共5场业绩会直播,分别是<a target=\"_blank\" href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/DIS\">$迪士尼(DIS)$</a> ,此外还有一场2021雷军年度演讲直播~欢迎大家预约收听~ 直播预约入口: 8月10日19:30 <a href=\"https://laohu8.com/RN?name=RNLive&rndata={"liveId":"16279571017104"}\" target=\"_blank\">点我预约雷军演讲直播</a> 8月10日20:00<a href=\"https://laohu8.com/RN?name=RNLive&rndata={"liveId":"16280606572618"}\" target=\"_blank\">点我预约Yalla直播!</a> 8月11日09:30","text":"Hello 虎友们,大家下午好,本周共5场业绩会直播,分别是$Yalla Group(YALA)$ 、$Coinbase Global, Inc.(COIN)$ 、$蔚来(NIO)$ 、$百度(BIDU)$ 、$迪士尼(DIS)$ ,此外还有一场2021雷军年度演讲直播~欢迎大家预约收听~ 直播预约入口: 8月10日19:30 点我预约雷军演讲直播 8月10日20:00点我预约Yalla直播! 8月11日09:30","images":[{"img":"https://static.tigerbbs.com/a6c0331cb47ab2df6abcdddd19248e45","width":"1107","height":"327"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898668544","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":174273553,"gmtCreate":1627106400472,"gmtModify":1627106400472,"author":{"id":"10000000000010221","authorId":"10000000000010221","name":"山子0201","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010221","authorIdStr":"10000000000010221"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174273553","repostId":"175589429","repostType":1,"repost":{"id":175589429,"gmtCreate":1627041487257,"gmtModify":1627048011887,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"东京奥运会开幕啦!送上赛程表!你在看吗?","htmlText":"开幕啦 开幕啦 不过从朋友圈的感觉上看,好像大家对这届奥运会的关注度好低,而且开幕式节目的风评也一般般,是我的错觉吗? 废话不多说啦,希望中国军团踊跃夺金! 赛程表如下:相关阅读: <a href=\"https://laohu8.com/TW/172363055\" target=\"_blank\">史上最独特的奥运会即将开幕,你期待吗?</a>","listText":"开幕啦 开幕啦 不过从朋友圈的感觉上看,好像大家对这届奥运会的关注度好低,而且开幕式节目的风评也一般般,是我的错觉吗? 废话不多说啦,希望中国军团踊跃夺金! 赛程表如下:相关阅读: <a href=\"https://laohu8.com/TW/172363055\" target=\"_blank\">史上最独特的奥运会即将开幕,你期待吗?</a>","text":"开幕啦 开幕啦 不过从朋友圈的感觉上看,好像大家对这届奥运会的关注度好低,而且开幕式节目的风评也一般般,是我的错觉吗? 废话不多说啦,希望中国军团踊跃夺金! 赛程表如下:相关阅读: 史上最独特的奥运会即将开幕,你期待吗?","images":[{"img":"https://static.tigerbbs.com/232f710e381d71eab3d4340763b2a70d","width":"1000","height":"2600"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175589429","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":103950393,"gmtCreate":1619744401612,"gmtModify":1619744401612,"author":{"id":"10000000000010221","authorId":"10000000000010221","name":"山子0201","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010221","authorIdStr":"10000000000010221"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/103950393","repostId":"109573893","repostType":1,"repost":{"id":109573893,"gmtCreate":1619707145108,"gmtModify":1619733451763,"author":{"id":"58341441844653","authorId":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72cb6e0fea0279b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"58341441844653","authorIdStr":"58341441844653"},"themes":[],"title":"力压华为,高通或成5G时代最大赢家","htmlText":"4月28日,高通发布了2021财年第二财季财报。其中营收和净利润均大超预期,受此消息影响,高通开盘一路大涨至6%。 财报显示: 高通经调整后的每股盈余为1.90美元,高于华尔街分析师预估分别为1.67美元 营收为79.3亿美元,高于华尔街分析师预估76.2亿美元,高通自身预计的中值分别为1.65美元和76亿美元。 去年由于冠状病毒的出现,手机需求下降,这使得今年手机市场比以往增长更快。该公司首席财务官阿卡什•帕尔基瓦拉(Akash Palkhiwala)在与分析师举行的电话会议上表示,中国强劲的手机出货量也提振了业绩。除了本季度以外,在第一财季时,公司收入也出现了大幅增长,涨幅达63%。 具体来看: 高通营收为79.3亿美元,同比增长52%,高于华尔街分析师预估76.2亿美元。高通的两大业务营收专利授权业务 (QTL, Qualcomm Technology Licensing) 以及芯片/软件业务 (QCT, Qualcomm CDMA Technologies) 均实现同比增长。 专利授权业务(QTL)当季收入16.1亿美元,同比增长51%。这部分业务大增主要是因为苹果和华为与高通达成和解。高通与苹果的和解除了给2019财年3季度带来一次性收入之外,苹果此后每年都要向高通缴纳专利费。而与华为的和解同样能得到相关的专利费。 当季最大收入源基带芯片(QCT)收入62.8亿美元,同比增长53%。此外,高通还在本次财报披露了芯片业务的细分领域收入及占比,其中手机相关的芯片业务营收达40亿,同比增长53%。这部分业务大增主要是因为手机芯片大卖。第二财季,高通用于过滤和放大无线电信号的射频芯片销售额增长了39%,达到9.03亿美元。汽车业务营收为2.40亿美元,上年同期为1.70亿美元,同比增长40%;物联网业务营收为10.73亿美元,上年同期为6.27亿美元,同比增长71%。 高","listText":"4月28日,高通发布了2021财年第二财季财报。其中营收和净利润均大超预期,受此消息影响,高通开盘一路大涨至6%。 财报显示: 高通经调整后的每股盈余为1.90美元,高于华尔街分析师预估分别为1.67美元 营收为79.3亿美元,高于华尔街分析师预估76.2亿美元,高通自身预计的中值分别为1.65美元和76亿美元。 去年由于冠状病毒的出现,手机需求下降,这使得今年手机市场比以往增长更快。该公司首席财务官阿卡什•帕尔基瓦拉(Akash Palkhiwala)在与分析师举行的电话会议上表示,中国强劲的手机出货量也提振了业绩。除了本季度以外,在第一财季时,公司收入也出现了大幅增长,涨幅达63%。 具体来看: 高通营收为79.3亿美元,同比增长52%,高于华尔街分析师预估76.2亿美元。高通的两大业务营收专利授权业务 (QTL, Qualcomm Technology Licensing) 以及芯片/软件业务 (QCT, Qualcomm CDMA Technologies) 均实现同比增长。 专利授权业务(QTL)当季收入16.1亿美元,同比增长51%。这部分业务大增主要是因为苹果和华为与高通达成和解。高通与苹果的和解除了给2019财年3季度带来一次性收入之外,苹果此后每年都要向高通缴纳专利费。而与华为的和解同样能得到相关的专利费。 当季最大收入源基带芯片(QCT)收入62.8亿美元,同比增长53%。此外,高通还在本次财报披露了芯片业务的细分领域收入及占比,其中手机相关的芯片业务营收达40亿,同比增长53%。这部分业务大增主要是因为手机芯片大卖。第二财季,高通用于过滤和放大无线电信号的射频芯片销售额增长了39%,达到9.03亿美元。汽车业务营收为2.40亿美元,上年同期为1.70亿美元,同比增长40%;物联网业务营收为10.73亿美元,上年同期为6.27亿美元,同比增长71%。 高","text":"4月28日,高通发布了2021财年第二财季财报。其中营收和净利润均大超预期,受此消息影响,高通开盘一路大涨至6%。 财报显示: 高通经调整后的每股盈余为1.90美元,高于华尔街分析师预估分别为1.67美元 营收为79.3亿美元,高于华尔街分析师预估76.2亿美元,高通自身预计的中值分别为1.65美元和76亿美元。 去年由于冠状病毒的出现,手机需求下降,这使得今年手机市场比以往增长更快。该公司首席财务官阿卡什•帕尔基瓦拉(Akash Palkhiwala)在与分析师举行的电话会议上表示,中国强劲的手机出货量也提振了业绩。除了本季度以外,在第一财季时,公司收入也出现了大幅增长,涨幅达63%。 具体来看: 高通营收为79.3亿美元,同比增长52%,高于华尔街分析师预估76.2亿美元。高通的两大业务营收专利授权业务 (QTL, Qualcomm Technology Licensing) 以及芯片/软件业务 (QCT, Qualcomm CDMA Technologies) 均实现同比增长。 专利授权业务(QTL)当季收入16.1亿美元,同比增长51%。这部分业务大增主要是因为苹果和华为与高通达成和解。高通与苹果的和解除了给2019财年3季度带来一次性收入之外,苹果此后每年都要向高通缴纳专利费。而与华为的和解同样能得到相关的专利费。 当季最大收入源基带芯片(QCT)收入62.8亿美元,同比增长53%。此外,高通还在本次财报披露了芯片业务的细分领域收入及占比,其中手机相关的芯片业务营收达40亿,同比增长53%。这部分业务大增主要是因为手机芯片大卖。第二财季,高通用于过滤和放大无线电信号的射频芯片销售额增长了39%,达到9.03亿美元。汽车业务营收为2.40亿美元,上年同期为1.70亿美元,同比增长40%;物联网业务营收为10.73亿美元,上年同期为6.27亿美元,同比增长71%。 高","images":[{"img":"https://static.tigerbbs.com/9b92dd966cb735d6485418df255b1f51","width":"2690","height":"1485"},{"img":"https://static.tigerbbs.com/fa1f1b53ba1017217333e96d93c6d7a2","width":"2740","height":"1581"},{"img":"https://static.tigerbbs.com/195eb433ccae7fd58807c92cf6bb731d","width":"1362","height":"328"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109573893","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}