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蛋炒饭啊
长期收入型平衡价值投资
IP属地:浙江
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蛋炒饭啊
2021-09-17
$老虎证券(TIGR)$
睡了,好困[冷漠]
蛋炒饭啊
2021-09-16
$腾讯控股ADR(TCEHY)$
老虎容许盘前交易吗?这个ADR
蛋炒饭啊
2021-09-09
$老虎证券(TIGR)$
来吧!嗨起来,不论向下或者上
蛋炒饭啊
2021-09-08
$老虎证券(TIGR)$
大家都觉得财报不会好,那么财报前跌一下也无妨,发布后18[吃瓜]
蛋炒饭啊
2021-09-08
$老虎证券(TIGR)$
富途财报还不错,毕竟大头在香港,老虎的港牌多会下来?除美国和香港,年内是否还有第三地的业务拓展?澳大利亚和新西兰感觉聊胜于无啊!客户很多吗?
蛋炒饭啊
2021-09-04
$老虎证券(TIGR)$
国泰竟然不给老虎融资额度,富途都有[白眼] 没杠杆
蛋炒饭啊
2021-06-23
🥧🥧🥧🥧🥧🥧🥧🥧🥧🥧🥧
蛋炒饭啊
2021-02-19
$Sundial Growers Inc.(SNDL)$
入场,护盘[捂脸]
蛋炒饭啊
2020-09-03
[开心] [开心] [开心] [开心] [难过] [无语] [无语] [无语] [无语] [无语] [无语] [无语] [无语] [无语] [无语] [无语] [无语] [无语] [无语] [无语] [无语] [无语] [无语] [无语] [无语] [财迷] [无语] [无语] [无语] [财迷] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住]
蛋炒饭啊
2020-07-15
[微笑]
陆正耀“出局”,瑞幸咖啡在美国粉单市场涨逾12%
蛋炒饭啊
2020-02-17
[微笑]
抗疫点燃在线医疗,用户暴增10倍,平安好医生2019年营收暴增52%
蛋炒饭啊
2020-02-08
[微笑]
@爱发红包的虎妞:不能聚餐的元宵节,大家准备怎么度过呢?
蛋炒饭啊
2020-01-10
**中金,大小魔不错
携程已就回港二次上市事宜与中金等投行洽谈
蛋炒饭啊
2019-12-07
1
花旗:蔚来(NIO.US)净利润预期面临大幅下滑风险 目标价6.8美元
蛋炒饭啊
2019-09-11
[财迷]
@我是菲特:我叫仓嘉措,我是一个老实(gu)人(ming),不抽烟,不酗酒,上班搬砖辛辛苦苦赚钱,盼着能早日一夜致富。每天看股票都在看红多少,合计着月底换车还是买块儿表,谁知一如股市深似海,从此存款告别万元户,却在股市中不断扩展了自己的认知领域。作为一个合格的股民,不仅仅要及时读懂各种货币政策、宏观经济、国际关系等宏观消息 ,还要时刻猪肉、工业大麻和各种横空出世的黑科技。从柔性屏、OLED、边缘计算、数字孪生到网络切片、异构计算、物联网。A股科研知识更新的速度常常让理工科出身的我摸不清头脑。市场上涨的时候总是没踏准,下跌的时候却从未落下,白天不懂夜的黑,空仓不懂满仓的泪在股市摸爬滚打十年有余,侠之大者、为国接盘,在接盘这件事上,我为国家做出了重大贡献。我叫仓嘉措,A股教会了我重新做人。锄禾日当午,瞅瞅K线图。看看盘中餐,确定还炒股?鲁迅说:世上本没有跌停,割肉的人多了,就成了跌停。
蛋炒饭啊
2019-07-27
$万达体育(WSG)$ 头次遇上竞价这么低的,嗝屁了
蛋炒饭啊
2019-07-26
$万达体育(WSG)$ 集合竞价怎么也没有?发行失败?
蛋炒饭啊
2019-07-17
$斗鱼(DOYU)$ 尼玛的,竟然一股都不给$斗鱼(DOYU)$ O(∩_∩)O
蛋炒饭啊
2019-06-20
$Slack Technologies(WORK)$ 好瞌睡,妹的,不会12点开吧!
蛋炒饭啊
2019-06-20
$Slack Technologies(WORK)$ 额,等等等
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/LK\">瑞幸咖啡</a>的控制权。</b></p><p>消息人士称,英属维尔京群岛法院在7月9日已同意多家银行的申请,清算陆正耀家族信托控制的Haode Investment Inc,并指定毕马威会计师事务所作为资产清算人。陆正耀可在14天内上诉,他本人并未作出回应。</p><p>根据法院的判决,中国私募股权公司大钲资本(Centurium Capital)是瑞幸早期的支持者,由于持有B类股的投票权是普通股的10倍,大钲资本在瑞幸拥有最大的投票权。<b>据消息人士和根据瑞幸公开文件做出的计算,大钲资本目前控制着瑞幸约43%的投票权</b>。</p><p>瑞幸咖啡周一宣布,上周的股东大会已免去陆正耀董事长与董事职位,由郭谨一代替其职位。郭谨一原本是陆正耀的助理,他还将担任瑞幸的永久CEO。</p>","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>陆正耀“出局”,瑞幸咖啡在美国粉单市场涨逾12%</title>\n<style 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href=\"https://laohu8.com/S/LK\">瑞幸咖啡</a>在美国粉单市场涨逾12%,暂报3.25美元。</p><p><b>据华尔街日报援引消息人士,根据英属维尔京群岛法院近期的裁决,陆正耀已失去对<a href=\"https://laohu8.com/S/LK\">瑞幸咖啡</a>的控制权。</b></p><p>消息人士称,英属维尔京群岛法院在7月9日已同意多家银行的申请,清算陆正耀家族信托控制的Haode Investment Inc,并指定毕马威会计师事务所作为资产清算人。陆正耀可在14天内上诉,他本人并未作出回应。</p><p>根据法院的判决,中国私募股权公司大钲资本(Centurium Capital)是瑞幸早期的支持者,由于持有B类股的投票权是普通股的10倍,大钲资本在瑞幸拥有最大的投票权。<b>据消息人士和根据瑞幸公开文件做出的计算,大钲资本目前控制着瑞幸约43%的投票权</b>。</p><p>瑞幸咖啡周一宣布,上周的股东大会已免去陆正耀董事长与董事职位,由郭谨一代替其职位。郭谨一原本是陆正耀的助理,他还将担任瑞幸的永久CEO。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/65c6455ef80d23573ed85d61bbc37d01","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178104251","content_text":"7月14日,瑞幸咖啡在美国粉单市场涨逾12%,暂报3.25美元。据华尔街日报援引消息人士,根据英属维尔京群岛法院近期的裁决,陆正耀已失去对瑞幸咖啡的控制权。消息人士称,英属维尔京群岛法院在7月9日已同意多家银行的申请,清算陆正耀家族信托控制的Haode Investment Inc,并指定毕马威会计师事务所作为资产清算人。陆正耀可在14天内上诉,他本人并未作出回应。根据法院的判决,中国私募股权公司大钲资本(Centurium Capital)是瑞幸早期的支持者,由于持有B类股的投票权是普通股的10倍,大钲资本在瑞幸拥有最大的投票权。据消息人士和根据瑞幸公开文件做出的计算,大钲资本目前控制着瑞幸约43%的投票权。瑞幸咖啡周一宣布,上周的股东大会已免去陆正耀董事长与董事职位,由郭谨一代替其职位。郭谨一原本是陆正耀的助理,他还将担任瑞幸的永久CEO。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":917211490,"gmtCreate":1581872845810,"gmtModify":1704345255445,"author":{"id":"3433022049707120","authorId":"3433022049707120","name":"蛋炒饭啊","avatar":"https://static.laohu8.com/a839a7c6024ed3415f286deda91732ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3433022049707120","authorIdStr":"3433022049707120"},"themes":[],"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/917211490","repostId":"2011994727","repostType":2,"repost":{"id":"2011994727","kind":"news","pubTimestamp":1581858309,"share":"https://www.laohu8.com/m/news/2011994727?lang=&edition=full","pubTime":"2020-02-16 21:05","market":"hk","language":"zh","title":"抗疫点燃在线医疗,用户暴增10倍,平安好医生2019年营收暴增52%","url":"https://stock-news.laohu8.com/highlight/detail?id=2011994727","media":"懂财帝","summary":"、懂财帝原创 ·作者 | 逸 凡若干年后,当平安好医生董事长兼CEO王涛回望2020年开年的那场大雪时,他一定不会忘记,那场突入其来的疫情,彷佛把整个公司带入的一场超级压力测试。那一年的2月11日,他","content":"<html><body><article><p>、</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200216212426085v2461gw99wia5v9\"/><p>懂财帝原创 ·作者 | 逸 凡</p><p>若干年后,当<a href=\"https://laohu8.com/S/01833\">平安好医生</a>董事长兼CEO王涛回望2020年开年的那场大雪时,他一定不会忘记,那场突入其来的疫情,彷佛把整个公司带入的一场超级压力测试。</p><p>那一年的2月11日,他带着公司的三位高管全部带上口罩,对国内外数千媒体记者和投资者,讲述这场互联网医疗元年的惊心动魄的巨变。</p><p>这是一段值得写进历史的岁月。</p><p>确诊人数超过6.6万,牵涉14亿国人的新型冠状肺炎,医疗资源彻底失衡,……这是一场必须战胜的危难。</p><p>危难中倒逼建立新的医疗生态——互联网医疗呈现爆发式的生长,于混乱与磨砺中,中国乃至全球的互联网医疗龙头由此悄然脱颖而出。</p><p><strong>这里有全球单个国家最庞大的移动互联网网民,最完善的移动支付、AI等数字化基础设施,为龙头诞生提供了土壤和空气。</strong></p><p>而这次疫情,似乎像是一种特殊的催化剂。</p><p>《黑天鹅》作者纳西姆·塔勒布说,真正能够保证有效生存的思维必须是「反脆弱的」,能够在不断受挫中受益,能够不确定地应对不确定性。</p><p>正是这样,中国生长出超级互联网医疗龙头。11亿人次涌入,注册用户暴增十倍……平安好医生迎接新的产业暴风。</p><p><strong>“战疫”中的互联网医疗元年</strong></p><p>2020年1月13日,武汉市政府突然启动“封城”。1月14日,跟随封城的数量暴增至13个,涉及3600万民众。</p><p>华夏大地,放佛被按下了暂停键。国人忐忑不安,看不见的硝烟弥漫。湖北境内医院医生资源告急,百姓人心慌慌,全国人民焦虑不安。</p><p>14亿人闭门不出,从前线下求医问诊,这次长达23天,乃至数月将持续走向线上。</p><p>国人寻医问药的方式,彻底改变。</p><p>若干年有人回望时或许感叹,<strong>这是中国互联网医疗真正的元年。</strong></p><p>汹涌的疫情,把王涛推向了浪潮之尖。</p><p>王涛回忆,1月份中旬的一天,当时平安好医生内部正在排节假日的值班表,疫情突然爆发了。</p><p>王涛和高管们商议并作了一个重大决定,决定成立战役指挥部,迎战汹涌而来的疫情,并开始组织口罩、防护服等医用物资捐献。</p><p>与此同时,公司自下而上形成一股强大力量。平台千余名医生主动放弃休假,迅速开展义诊,技术团队火速新回到岗位……</p><p>几乎同时,阿里、<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、微医等各大平台都纷纷开通线上问诊。</p><p><strong>但此时,处于流感高发季节,线下医生,成为稀缺资源。</strong></p><p>而各大互联网医疗平台,只搭建平台,没有自建医疗资源,大多只能介入兼职、公职医生——而这时,是他们最忙碌的时刻。一半互联网平台中,一侧存在庞大的用户需求,但是另一侧医生资源空缺。</p><p>而只有平安好医生有1400名自建医生,并在过去几年培养出超级大数据、具有辅助能力的AI<a href=\"https://laohu8.com/S/300024\">机器人</a>。</p><p>于是,<strong>海量的人流涌向平安好医生。</strong></p><p>据统计,疫情期间,平安好医生APP在线咨询量大增,平台访问人次达11.1亿,APP新注册用户量增长10倍,APP新增用户日均问诊量是平时的9倍,相关视频累计播放量超9800万。</p><p>平均算下来,平安好医生1400多名全职医生每人每天服务的患者数量惊人。</p><p><strong>这是因为,其背后AI团队的支持起了巨大作用。公司AI团队为疫情开发了专门的AI模型,助力医生们更高效地解决问题。</strong></p><p>由于过去4年的历练,平安好医生在医生的储备、医疗物资的储备、AI系统经受住了巨大的网络洪流考验。</p><p><strong>强者恒强。</strong>平安好医生迅速从同行中脱颖而出,并跨界获得与政府、超级平台企业合作。</p><p>疫情爆发两周后,平安好医生迅速与各地政府合作,还与<a href=\"https://laohu8.com/S/BIDU\">百度</a>、微信等平台展开合作。</p><p>平安好医生和武汉市、福建省、北京市、重庆市在内的56个省、市、地区政府的相关机构展开合作,提供新冠肺炎在线问诊服务。</p><p>此外,平安好医生与百度、企业微信、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、美团点评、快手、<a href=\"https://laohu8.com/S/WB\">微博</a>、墨迹天气、知乎、喜马拉雅、高铁管家等超30家行业龙头对接,输出24小时在线问诊服务,提供疫情动态及医学科普内容。</p><p><strong>王涛感叹:“一场疫情,让我们在过去可能要走几年才能走完的路,在这两周就走完了。互联网医疗的春天来了。”</strong></p><p><strong>王者的底牌</strong></p><p>春江水暖。</p><p><strong>资本市场具有最敏锐的嗅觉。</strong>过去一年,平安好医生在大盘横盘的情况下,估值翻了一倍多,成为港股为数不多的翻倍股。</p><p>过去一个月以来,平安好医生实现累计涨幅超过30%,也远远跑赢同类医疗医药板块股票涨幅。</p><p>平安好医生,是唯一一家互联网医疗企业被纳入MSCI中国指数,同时ESG首次给予MSCI-BBB评级。</p><p>2月11日,平安好医生公布2019年年报,远远超越资本市场预期。</p><p>2019年,平安好医生实现营业收入50.65亿元,同比增长51.8%。公司净亏损收窄至7.47亿元,同比下降18.2%,净亏损率由2018年同期的27.4%下降12.7个百分点至14.7%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200216212426611v246fptb2ginyge\"/><p>尤为值得关注的是,其核心业务——在线医疗贡献收入8.58亿元,增速达到108.9%,其占公司整体收入的比重从2018年的12.3%上升到2019年的16.9%。</p><p>2019年,平安好医生总注册用户数达到3.15亿人,较2018年末增加5000万人。</p><p>其中,月活跃用户达到6690万,付费用户达到296.9万人,分别同比增长22.3%和26.0%。</p><p>2019年,年度平均付费用户转化率为4%,较去年同期的3.6%提升0.4个百分点,日均咨询量为72.9万,同比增长36.3%。</p><p>2019年下半年,平安好医生推出战略级产品——“私家医生”。</p><p>这项产品,借助现有会员产品积累的经验和不断完善的生态系统,通过一对一专属私家医生和全国排名前100家知名医院的名医组成的专家团,为用户提供7x24在线问诊咨询、名医二次诊疗意见、线下医院门诊就医安排、健康管理、慢病管理等全方位的主动式医疗健康服务。</p><p>2019年,平安好医生的会员产品增长稳健,收入超4亿元。</p><p>其中,私家医生用户反馈优于平均,用户满意度达到99.85%,月人均问诊量是普通用户的2.7倍,健康课程参与率是普通用户的4倍,处方支付转化率是普通用户的2.3倍,商城下单量是普通用户的2倍。</p><p><strong>拉回行业视野,重新审视中国互联网医疗格局。</strong></p><p><strong>2019年乃至前几年,中国倒下了数千家互联网医疗公司。为何平安好医生能逆市崛起?</strong></p><p>这是因为,早在2014年,平安好医生董事长兼CEO王涛创业时,就洞悉了互联网医疗的第一大痛点:好医生被患者团团围住,没有业余时间在互联网上接受问诊。</p><p>2014年,他把创业项目取名“平安好医生”。花费重资构建最好的医生,在互联网免费为患者看病。这是王涛破解互联网医疗复杂链路的最大的一个动作。</p><p>王涛的构想:让每个家庭拥有一个家庭医生;让每人拥有一份电子健康档案;让每人拥有一个健康管理计划。由此,平安好医生打造全球最大的一站式医疗健康生态系统,用科技让人类更健康作为使命。</p><p>2015年开始,王涛着手布局AI Doctor,重资投入30亿进入AI Doctor。AI Doctor是一个重大的突破,高效辅助平安好医生的自有医疗团队,提升了在线服务效率和保证服务质量。</p><p>AI Doctor能做大量基础性工作:语音和图文交互、引导用户准确描述病症,形成结构化病史,提供智能诊断方案供后端专科医生参考。AI Doctor比人工更全面、耐心,基于大数据积累,它提供更加客观的诊断。</p><p>截至2019年财年,平安好医生注册人数达到3.15亿人,其用户活跃度和粘性位居行业第一,遥遥领先同行 。</p><p>平安好医生自有医生团队1400人,外部签约医生有5000多人。</p><p><strong>而平安好医生凭借“AI+Docter”模式,人工智能看小病,建立患者档案,是一般普通医生效率的100倍、200倍。</strong></p><p><strong>这是平安好医生的底牌,也是平安好医生能够在抗疫期间发挥如此大的作用的根本秘密。</strong></p><p>而疫情终归散去,互联网医疗将回归常态。</p><p>王涛早已设想好了未来,平安好医生计划将AI体系开放给外部的医生,这样做是为了在发生疫情的情况下,能迅速的招募外部医生志愿者,使用平安好医生的在线系统共同接诊。2020年,平安好医生将继续招募符合资质的医生。</p><p>平安好医生试图通过“AI+在线医生”模式,构建中国分级诊疗模式,构建中国新型医疗生态网络。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200216212427152v2460htnwzkam2o\"/><p><strong>赋能者与连接者</strong></p><p>大象无形,大音稀声。</p><p>此次抗疫,“第二战场”的互联网医疗发挥着巨大作用,以互联网为载体的在线诊疗正在改变这这场战役的形势。</p><p>国家卫健委也充分肯定互联网医疗的积极作用并发出《通知》,明确要求进一步完善“互联网+医疗健康”服务功能。</p><p>而根据《“健康中国2030”规划纲要》明确将发展健康产业作为健康中国建设五大任务之一,并提出将健康产业发展成为国民经济支柱性产业的战略目标。</p><p>到2030年,“健康中国”带来的健康产业市场规模将超过16万亿,约为2018年健康产业市场规模的2.3倍。</p><p><strong>医疗健康正迎来超级东风,而平安好医生想的更远。</strong></p><p><strong>互联网,就像水和电,不仅成为当代数字时代的基础设施,也成为维持中国14亿人生产、甚至生命所必需的物质和能量。</strong></p><p>龙头平安好医生,已经构建了互联网医疗的样本,它正试图成为超级连接器——连接人与人,连接人与服务,连接人与商业<strong>。</strong></p><p>它的一下一步,是生态构建者、连接者、赋能者。平安好医生已经开始了一步步尝试。</p><p>其一,构建扩大互联网医疗服务平台。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200216212427872v246mdk89chk4qf\"/><p>2019年12月,平安好医生与福建省福州市卫生健康委员会达成合作,共建福州市区域互联网医院服务平台。</p><p>截至2019年12月30日,平安好医生医疗健康网络覆盖超3000家医院、超150家医美机构、430家中医诊所、超2000家体检中心、近1800家齿科机构、超4.8万家诊所及9.4万家合作药店。</p><p>平安好医生向各地政府输出技术,并负责运营,逐步构建更大的医疗生态。</p><p>其二,赋能药店,打通线下,“互联网医疗+药店”的创新服务模式,实现“医+药”服务闭环,打造药店零售新业态。</p><p>2019年,平安好医生将“线下扫码,线上问诊”的服务铺设进药店。截至2019年底,平安好医生合作药店数9.4万家,覆盖中国32个省,375个城市,而2018年底这个数字为1.5万家。</p><p>其三,公司对外输出自身领先的AI医疗科技、成熟的产品以及运营方式,通过“医院云”、“诊所云”打造受众更广的医疗健康生态系统。</p><p>平安好医生年报透露,公司将加大云生态的布局,进一步拓展合作内容,包括但不限于会员服务的推广,为线下医疗机构提供增值线上服务,在生态圈内纳入更多合作伙伴。</p><p>而更多的尝试还在路上。</p><p>未来,平安好医生将成整个互联网医疗的基础设施,不仅连接医生、用户、患者、药品、供应链、药店……等一切元素,并为生态提供云服务、AI服务等。</p><p><strong>一个超级互联网医疗龙头,正在华夏大地悄然生长。</strong></p><p>- END -</p></article></body></html>","source":"tencent","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\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020021621242979118228&s=b><strong>懂财帝</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>、懂财帝原创 ·作者 | 逸 凡若干年后,当平安好医生董事长兼CEO王涛回望2020年开年的那场大雪时,他一定不会忘记,那场突入其来的疫情,彷佛把整个公司带入的一场超级压力测试。那一年的2月11日,他带着公司的三位高管全部带上口罩,对国内外数千媒体记者和投资者,讲述这场互联网医疗元年的惊心动魄的巨变。这是一段值得写进历史的岁月。确诊人数超过6.6万,牵涉14亿国人的新型冠状肺炎,医疗资源彻底失衡,...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020021621242979118228&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bc7ad619aa7e42a7db4703997b65806b","relate_stocks":{"01833":"平安好医生"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020021621242979118228&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2011994727","content_text":"、懂财帝原创 ·作者 | 逸 凡若干年后,当平安好医生董事长兼CEO王涛回望2020年开年的那场大雪时,他一定不会忘记,那场突入其来的疫情,彷佛把整个公司带入的一场超级压力测试。那一年的2月11日,他带着公司的三位高管全部带上口罩,对国内外数千媒体记者和投资者,讲述这场互联网医疗元年的惊心动魄的巨变。这是一段值得写进历史的岁月。确诊人数超过6.6万,牵涉14亿国人的新型冠状肺炎,医疗资源彻底失衡,……这是一场必须战胜的危难。危难中倒逼建立新的医疗生态——互联网医疗呈现爆发式的生长,于混乱与磨砺中,中国乃至全球的互联网医疗龙头由此悄然脱颖而出。这里有全球单个国家最庞大的移动互联网网民,最完善的移动支付、AI等数字化基础设施,为龙头诞生提供了土壤和空气。而这次疫情,似乎像是一种特殊的催化剂。《黑天鹅》作者纳西姆·塔勒布说,真正能够保证有效生存的思维必须是「反脆弱的」,能够在不断受挫中受益,能够不确定地应对不确定性。正是这样,中国生长出超级互联网医疗龙头。11亿人次涌入,注册用户暴增十倍……平安好医生迎接新的产业暴风。“战疫”中的互联网医疗元年2020年1月13日,武汉市政府突然启动“封城”。1月14日,跟随封城的数量暴增至13个,涉及3600万民众。华夏大地,放佛被按下了暂停键。国人忐忑不安,看不见的硝烟弥漫。湖北境内医院医生资源告急,百姓人心慌慌,全国人民焦虑不安。14亿人闭门不出,从前线下求医问诊,这次长达23天,乃至数月将持续走向线上。国人寻医问药的方式,彻底改变。若干年有人回望时或许感叹,这是中国互联网医疗真正的元年。汹涌的疫情,把王涛推向了浪潮之尖。王涛回忆,1月份中旬的一天,当时平安好医生内部正在排节假日的值班表,疫情突然爆发了。王涛和高管们商议并作了一个重大决定,决定成立战役指挥部,迎战汹涌而来的疫情,并开始组织口罩、防护服等医用物资捐献。与此同时,公司自下而上形成一股强大力量。平台千余名医生主动放弃休假,迅速开展义诊,技术团队火速新回到岗位……几乎同时,阿里、腾讯、京东、微医等各大平台都纷纷开通线上问诊。但此时,处于流感高发季节,线下医生,成为稀缺资源。而各大互联网医疗平台,只搭建平台,没有自建医疗资源,大多只能介入兼职、公职医生——而这时,是他们最忙碌的时刻。一半互联网平台中,一侧存在庞大的用户需求,但是另一侧医生资源空缺。而只有平安好医生有1400名自建医生,并在过去几年培养出超级大数据、具有辅助能力的AI机器人。于是,海量的人流涌向平安好医生。据统计,疫情期间,平安好医生APP在线咨询量大增,平台访问人次达11.1亿,APP新注册用户量增长10倍,APP新增用户日均问诊量是平时的9倍,相关视频累计播放量超9800万。平均算下来,平安好医生1400多名全职医生每人每天服务的患者数量惊人。这是因为,其背后AI团队的支持起了巨大作用。公司AI团队为疫情开发了专门的AI模型,助力医生们更高效地解决问题。由于过去4年的历练,平安好医生在医生的储备、医疗物资的储备、AI系统经受住了巨大的网络洪流考验。强者恒强。平安好医生迅速从同行中脱颖而出,并跨界获得与政府、超级平台企业合作。疫情爆发两周后,平安好医生迅速与各地政府合作,还与百度、微信等平台展开合作。平安好医生和武汉市、福建省、北京市、重庆市在内的56个省、市、地区政府的相关机构展开合作,提供新冠肺炎在线问诊服务。此外,平安好医生与百度、企业微信、拼多多、美团点评、快手、微博、墨迹天气、知乎、喜马拉雅、高铁管家等超30家行业龙头对接,输出24小时在线问诊服务,提供疫情动态及医学科普内容。王涛感叹:“一场疫情,让我们在过去可能要走几年才能走完的路,在这两周就走完了。互联网医疗的春天来了。”王者的底牌春江水暖。资本市场具有最敏锐的嗅觉。过去一年,平安好医生在大盘横盘的情况下,估值翻了一倍多,成为港股为数不多的翻倍股。过去一个月以来,平安好医生实现累计涨幅超过30%,也远远跑赢同类医疗医药板块股票涨幅。平安好医生,是唯一一家互联网医疗企业被纳入MSCI中国指数,同时ESG首次给予MSCI-BBB评级。2月11日,平安好医生公布2019年年报,远远超越资本市场预期。2019年,平安好医生实现营业收入50.65亿元,同比增长51.8%。公司净亏损收窄至7.47亿元,同比下降18.2%,净亏损率由2018年同期的27.4%下降12.7个百分点至14.7%。尤为值得关注的是,其核心业务——在线医疗贡献收入8.58亿元,增速达到108.9%,其占公司整体收入的比重从2018年的12.3%上升到2019年的16.9%。2019年,平安好医生总注册用户数达到3.15亿人,较2018年末增加5000万人。其中,月活跃用户达到6690万,付费用户达到296.9万人,分别同比增长22.3%和26.0%。2019年,年度平均付费用户转化率为4%,较去年同期的3.6%提升0.4个百分点,日均咨询量为72.9万,同比增长36.3%。2019年下半年,平安好医生推出战略级产品——“私家医生”。这项产品,借助现有会员产品积累的经验和不断完善的生态系统,通过一对一专属私家医生和全国排名前100家知名医院的名医组成的专家团,为用户提供7x24在线问诊咨询、名医二次诊疗意见、线下医院门诊就医安排、健康管理、慢病管理等全方位的主动式医疗健康服务。2019年,平安好医生的会员产品增长稳健,收入超4亿元。其中,私家医生用户反馈优于平均,用户满意度达到99.85%,月人均问诊量是普通用户的2.7倍,健康课程参与率是普通用户的4倍,处方支付转化率是普通用户的2.3倍,商城下单量是普通用户的2倍。拉回行业视野,重新审视中国互联网医疗格局。2019年乃至前几年,中国倒下了数千家互联网医疗公司。为何平安好医生能逆市崛起?这是因为,早在2014年,平安好医生董事长兼CEO王涛创业时,就洞悉了互联网医疗的第一大痛点:好医生被患者团团围住,没有业余时间在互联网上接受问诊。2014年,他把创业项目取名“平安好医生”。花费重资构建最好的医生,在互联网免费为患者看病。这是王涛破解互联网医疗复杂链路的最大的一个动作。王涛的构想:让每个家庭拥有一个家庭医生;让每人拥有一份电子健康档案;让每人拥有一个健康管理计划。由此,平安好医生打造全球最大的一站式医疗健康生态系统,用科技让人类更健康作为使命。2015年开始,王涛着手布局AI Doctor,重资投入30亿进入AI Doctor。AI Doctor是一个重大的突破,高效辅助平安好医生的自有医疗团队,提升了在线服务效率和保证服务质量。AI Doctor能做大量基础性工作:语音和图文交互、引导用户准确描述病症,形成结构化病史,提供智能诊断方案供后端专科医生参考。AI Doctor比人工更全面、耐心,基于大数据积累,它提供更加客观的诊断。截至2019年财年,平安好医生注册人数达到3.15亿人,其用户活跃度和粘性位居行业第一,遥遥领先同行 。平安好医生自有医生团队1400人,外部签约医生有5000多人。而平安好医生凭借“AI+Docter”模式,人工智能看小病,建立患者档案,是一般普通医生效率的100倍、200倍。这是平安好医生的底牌,也是平安好医生能够在抗疫期间发挥如此大的作用的根本秘密。而疫情终归散去,互联网医疗将回归常态。王涛早已设想好了未来,平安好医生计划将AI体系开放给外部的医生,这样做是为了在发生疫情的情况下,能迅速的招募外部医生志愿者,使用平安好医生的在线系统共同接诊。2020年,平安好医生将继续招募符合资质的医生。平安好医生试图通过“AI+在线医生”模式,构建中国分级诊疗模式,构建中国新型医疗生态网络。赋能者与连接者大象无形,大音稀声。此次抗疫,“第二战场”的互联网医疗发挥着巨大作用,以互联网为载体的在线诊疗正在改变这这场战役的形势。国家卫健委也充分肯定互联网医疗的积极作用并发出《通知》,明确要求进一步完善“互联网+医疗健康”服务功能。而根据《“健康中国2030”规划纲要》明确将发展健康产业作为健康中国建设五大任务之一,并提出将健康产业发展成为国民经济支柱性产业的战略目标。到2030年,“健康中国”带来的健康产业市场规模将超过16万亿,约为2018年健康产业市场规模的2.3倍。医疗健康正迎来超级东风,而平安好医生想的更远。互联网,就像水和电,不仅成为当代数字时代的基础设施,也成为维持中国14亿人生产、甚至生命所必需的物质和能量。龙头平安好医生,已经构建了互联网医疗的样本,它正试图成为超级连接器——连接人与人,连接人与服务,连接人与商业。它的一下一步,是生态构建者、连接者、赋能者。平安好医生已经开始了一步步尝试。其一,构建扩大互联网医疗服务平台。2019年12月,平安好医生与福建省福州市卫生健康委员会达成合作,共建福州市区域互联网医院服务平台。截至2019年12月30日,平安好医生医疗健康网络覆盖超3000家医院、超150家医美机构、430家中医诊所、超2000家体检中心、近1800家齿科机构、超4.8万家诊所及9.4万家合作药店。平安好医生向各地政府输出技术,并负责运营,逐步构建更大的医疗生态。其二,赋能药店,打通线下,“互联网医疗+药店”的创新服务模式,实现“医+药”服务闭环,打造药店零售新业态。2019年,平安好医生将“线下扫码,线上问诊”的服务铺设进药店。截至2019年底,平安好医生合作药店数9.4万家,覆盖中国32个省,375个城市,而2018年底这个数字为1.5万家。其三,公司对外输出自身领先的AI医疗科技、成熟的产品以及运营方式,通过“医院云”、“诊所云”打造受众更广的医疗健康生态系统。平安好医生年报透露,公司将加大云生态的布局,进一步拓展合作内容,包括但不限于会员服务的推广,为线下医疗机构提供增值线上服务,在生态圈内纳入更多合作伙伴。而更多的尝试还在路上。未来,平安好医生将成整个互联网医疗的基础设施,不仅连接医生、用户、患者、药品、供应链、药店……等一切元素,并为生态提供云服务、AI服务等。一个超级互联网医疗龙头,正在华夏大地悄然生长。- 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“远程办公”的第一周,宅在家里的半个月,就这么过去了。然而“提前退休”的这段日子并不美丽,曾经期待放假的盆友们纷纷感到抓狂,更有人放言称:工作“996”,远程“007”,希望立即、马上恢复正常上班!这其中有不少人,忙碌之余通过打磨厨艺/隔窗观看小区的风景,来放松自己。 在家宅的久了,看楼下的绿化带都是一道靓丽的风景线。虽然不能聚餐,但大家也不要放弃美食呀!对于所有的吃货来说,“减少外出、不串门”,是最难让人忘怀的记忆,多地餐饮业集体暂停营业,很多餐饮巨头也纷纷表示遭受了巨大的打击。看到“海底捞亏损超7亿”,担忧的夜不能寐,不管怎样请记住,我会在背后永远支持你,加油!<a target=\"_blank\" href=\"https://laohu8.com/S/06862\">$海底捞(06862)$</a> 当然,没有了火锅+麻小+烧烤,还是可以趁着这个机会研究研究美食,提升下自己的厨艺呀!虎妞最大的缺点就是效率太高,说做就做,这不,迅速上抖音找了一道“酸奶松饼”,看起来够美味(主要是简单)! 虽然我做的成品外观有些差强人意,但是味道还是极好的!不知道为啥,相亲对象失联了…仔细算算,已经半个多月没有氪喜茶/coco/奈雪/星巴克/瑞幸了,不由得感到萎靡不振,还好虽然快递限制较多,京东自营还是很给力的,入了包珍珠,自煮奶茶也是极好的(这是真的!)<a target=\"_blank\" href=\"https://laohu8.com/S/SBUX\">$星巴克(SBUX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>$京东(JD) 一些虎友很是同情我的生活,","listText":"有灯无月不娱人,有月无灯不算春。元宵节将至,受疫情的形象,这注定是个“特别”的上元之日,希望虎友们调整好心态,共同祝愿早日战“疫”成功。 “远程办公”的第一周,宅在家里的半个月,就这么过去了。然而“提前退休”的这段日子并不美丽,曾经期待放假的盆友们纷纷感到抓狂,更有人放言称:工作“996”,远程“007”,希望立即、马上恢复正常上班!这其中有不少人,忙碌之余通过打磨厨艺/隔窗观看小区的风景,来放松自己。 在家宅的久了,看楼下的绿化带都是一道靓丽的风景线。虽然不能聚餐,但大家也不要放弃美食呀!对于所有的吃货来说,“减少外出、不串门”,是最难让人忘怀的记忆,多地餐饮业集体暂停营业,很多餐饮巨头也纷纷表示遭受了巨大的打击。看到“海底捞亏损超7亿”,担忧的夜不能寐,不管怎样请记住,我会在背后永远支持你,加油!<a target=\"_blank\" href=\"https://laohu8.com/S/06862\">$海底捞(06862)$</a> 当然,没有了火锅+麻小+烧烤,还是可以趁着这个机会研究研究美食,提升下自己的厨艺呀!虎妞最大的缺点就是效率太高,说做就做,这不,迅速上抖音找了一道“酸奶松饼”,看起来够美味(主要是简单)! 虽然我做的成品外观有些差强人意,但是味道还是极好的!不知道为啥,相亲对象失联了…仔细算算,已经半个多月没有氪喜茶/coco/奈雪/星巴克/瑞幸了,不由得感到萎靡不振,还好虽然快递限制较多,京东自营还是很给力的,入了包珍珠,自煮奶茶也是极好的(这是真的!)<a target=\"_blank\" href=\"https://laohu8.com/S/SBUX\">$星巴克(SBUX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>$京东(JD) 一些虎友很是同情我的生活,","text":"有灯无月不娱人,有月无灯不算春。元宵节将至,受疫情的形象,这注定是个“特别”的上元之日,希望虎友们调整好心态,共同祝愿早日战“疫”成功。 “远程办公”的第一周,宅在家里的半个月,就这么过去了。然而“提前退休”的这段日子并不美丽,曾经期待放假的盆友们纷纷感到抓狂,更有人放言称:工作“996”,远程“007”,希望立即、马上恢复正常上班!这其中有不少人,忙碌之余通过打磨厨艺/隔窗观看小区的风景,来放松自己。 在家宅的久了,看楼下的绿化带都是一道靓丽的风景线。虽然不能聚餐,但大家也不要放弃美食呀!对于所有的吃货来说,“减少外出、不串门”,是最难让人忘怀的记忆,多地餐饮业集体暂停营业,很多餐饮巨头也纷纷表示遭受了巨大的打击。看到“海底捞亏损超7亿”,担忧的夜不能寐,不管怎样请记住,我会在背后永远支持你,加油!$海底捞(06862)$ 当然,没有了火锅+麻小+烧烤,还是可以趁着这个机会研究研究美食,提升下自己的厨艺呀!虎妞最大的缺点就是效率太高,说做就做,这不,迅速上抖音找了一道“酸奶松饼”,看起来够美味(主要是简单)! 虽然我做的成品外观有些差强人意,但是味道还是极好的!不知道为啥,相亲对象失联了…仔细算算,已经半个多月没有氪喜茶/coco/奈雪/星巴克/瑞幸了,不由得感到萎靡不振,还好虽然快递限制较多,京东自营还是很给力的,入了包珍珠,自煮奶茶也是极好的(这是真的!)$星巴克(SBUX)$ $瑞幸咖啡(LK)$$京东(JD) 一些虎友很是同情我的生活,","images":[{"img":"https://static.tigerbbs.com/33fce194b515668e6385bc21d574a355"},{"img":"https://static.tigerbbs.com/31e363666030dd27035775a105cbaf03"},{"img":"https://static.tigerbbs.com/b9c862de07bdad485af8386e96dd8ced"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/914108907","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":918385456,"gmtCreate":1578663810975,"gmtModify":1704338074640,"author":{"id":"3433022049707120","authorId":"3433022049707120","name":"蛋炒饭啊","avatar":"https://static.laohu8.com/a839a7c6024ed3415f286deda91732ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3433022049707120","authorIdStr":"3433022049707120"},"themes":[],"htmlText":"**中金,大小魔不错","listText":"**中金,大小魔不错","text":"**中金,大小魔不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/918385456","repostId":"1174262469","repostType":4,"repost":{"id":"1174262469","kind":"news","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":1578647451,"share":"https://www.laohu8.com/m/news/1174262469?lang=&edition=full","pubTime":"2020-01-10 17:10","market":"hk","language":"zh","title":"携程已就回港二次上市事宜与中金等投行洽谈","url":"https://stock-news.laohu8.com/highlight/detail?id=1174262469","media":"老虎资讯综合","summary":"阿里巴巴的回归,助长了其他内地科技公司二次上市的信心。","content":"<p><a href=\"https://laohu8.com/S/TCOM\">携程</a>已经就回港二次上市事宜与<a href=\"https://laohu8.com/S/03908\">中金公司</a>、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>进行洽谈。</p><p><span>1月2日,据彭博社报道,<a href=\"https://laohu8.com/S/00388\">香港交易所</a>正在与包括携程、$<a href=\"https://laohu8.com/S/NTES\">网易</a>(NTES)$在内的科技股龙头讨论在香港二次上市事宜。$<a href=\"https://laohu8.com/S/BIDU\">百度</a>(BIDU)$也在近日对赴港二次上市进行内部评估。</span></p><p><span>港交所去年风光无限,以3155亿港元的募资额在全球IPO拔得头筹,2019年11月,港股迎来了明星$<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(09988)$,其二次上市后,募资达到了1012亿港元,占到了香港IPO全年募资总额的32%。阿里巴巴的回归,助长了其他内地科技公司二次上市的信心,港交所也曾经透露,阿里上市后,前来咨询的企业多出了许多。</span></p><p><img src=\"https://static.tigerbbs.com/2dc87dc3ebba2f43fd094b3c8af91d6e\" /></p><p><span>港交所的上市潮始于2018年。当年4月,港交所启动了颠覆性的两项改革:放开同股不同权架构的公司在港交所上市;允许未盈利的生物科技公司赴港上市。 也正是在那一年,小米、美团点评等内地科技公司争先恐后赴港,赶在资本寒冬彻底降临前完成了IPO。当然,在2018年,更多的企业选择了纳斯达克和纽交所。</span></p><p><span>时间进入2019年,美股风云突变。10月初,据路透社报道,纳斯达克最近收紧了中国中小企业IPO的限制,申请的通过时间也拉长。背后的原因,是炒作这些中概股的资金,很多来自中国,而非美国的投资者。纳斯达克可能限制他们发行股份。几乎同时,彭博社援引三名消息人士称,特朗普政府考虑采取措施,让在美股上市的中国公司退市。消息传来,阿里巴巴市值蒸发了235亿美元。</span></p><p><span>虽然此后纳斯达克CEO阿德纳·弗里德曼表示“特朗普政府收回了那份声明,也就是说专门限制中概股的举动是不被考虑的。”</span></p><p><span>然而,这些不确定性也足以让中概股惶然。这可能也是它们回归的重要原因。普华永道的报告预测,2020年香港IPO市场将继续活跃,预计全年集资总额可达2300亿-2600亿港元。</span></p>","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>携程已就回港二次上市事宜与中金等投行洽谈</title>\n<style 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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携程已就回港二次上市事宜与中金等投行洽谈\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\">2020-01-10 17:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/TCOM\">携程</a>已经就回港二次上市事宜与<a href=\"https://laohu8.com/S/03908\">中金公司</a>、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>进行洽谈。</p><p><span>1月2日,据彭博社报道,<a href=\"https://laohu8.com/S/00388\">香港交易所</a>正在与包括携程、$<a href=\"https://laohu8.com/S/NTES\">网易</a>(NTES)$在内的科技股龙头讨论在香港二次上市事宜。$<a href=\"https://laohu8.com/S/BIDU\">百度</a>(BIDU)$也在近日对赴港二次上市进行内部评估。</span></p><p><span>港交所去年风光无限,以3155亿港元的募资额在全球IPO拔得头筹,2019年11月,港股迎来了明星$<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(09988)$,其二次上市后,募资达到了1012亿港元,占到了香港IPO全年募资总额的32%。阿里巴巴的回归,助长了其他内地科技公司二次上市的信心,港交所也曾经透露,阿里上市后,前来咨询的企业多出了许多。</span></p><p><img src=\"https://static.tigerbbs.com/2dc87dc3ebba2f43fd094b3c8af91d6e\" /></p><p><span>港交所的上市潮始于2018年。当年4月,港交所启动了颠覆性的两项改革:放开同股不同权架构的公司在港交所上市;允许未盈利的生物科技公司赴港上市。 也正是在那一年,小米、美团点评等内地科技公司争先恐后赴港,赶在资本寒冬彻底降临前完成了IPO。当然,在2018年,更多的企业选择了纳斯达克和纽交所。</span></p><p><span>时间进入2019年,美股风云突变。10月初,据路透社报道,纳斯达克最近收紧了中国中小企业IPO的限制,申请的通过时间也拉长。背后的原因,是炒作这些中概股的资金,很多来自中国,而非美国的投资者。纳斯达克可能限制他们发行股份。几乎同时,彭博社援引三名消息人士称,特朗普政府考虑采取措施,让在美股上市的中国公司退市。消息传来,阿里巴巴市值蒸发了235亿美元。</span></p><p><span>虽然此后纳斯达克CEO阿德纳·弗里德曼表示“特朗普政府收回了那份声明,也就是说专门限制中概股的举动是不被考虑的。”</span></p><p><span>然而,这些不确定性也足以让中概股惶然。这可能也是它们回归的重要原因。普华永道的报告预测,2020年香港IPO市场将继续活跃,预计全年集资总额可达2300亿-2600亿港元。</span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1da50c4560325761eecdc4362108a54c","relate_stocks":{"TCOM":"携程网","NTES":"网易","HSI":"恒生指数","BIDU":"百度"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174262469","content_text":"携程已经就回港二次上市事宜与中金公司、摩根大通、摩根士丹利进行洽谈。1月2日,据彭博社报道,香港交易所正在与包括携程、$网易(NTES)$在内的科技股龙头讨论在香港二次上市事宜。$百度(BIDU)$也在近日对赴港二次上市进行内部评估。港交所去年风光无限,以3155亿港元的募资额在全球IPO拔得头筹,2019年11月,港股迎来了明星$阿里巴巴(09988)$,其二次上市后,募资达到了1012亿港元,占到了香港IPO全年募资总额的32%。阿里巴巴的回归,助长了其他内地科技公司二次上市的信心,港交所也曾经透露,阿里上市后,前来咨询的企业多出了许多。港交所的上市潮始于2018年。当年4月,港交所启动了颠覆性的两项改革:放开同股不同权架构的公司在港交所上市;允许未盈利的生物科技公司赴港上市。 也正是在那一年,小米、美团点评等内地科技公司争先恐后赴港,赶在资本寒冬彻底降临前完成了IPO。当然,在2018年,更多的企业选择了纳斯达克和纽交所。时间进入2019年,美股风云突变。10月初,据路透社报道,纳斯达克最近收紧了中国中小企业IPO的限制,申请的通过时间也拉长。背后的原因,是炒作这些中概股的资金,很多来自中国,而非美国的投资者。纳斯达克可能限制他们发行股份。几乎同时,彭博社援引三名消息人士称,特朗普政府考虑采取措施,让在美股上市的中国公司退市。消息传来,阿里巴巴市值蒸发了235亿美元。虽然此后纳斯达克CEO阿德纳·弗里德曼表示“特朗普政府收回了那份声明,也就是说专门限制中概股的举动是不被考虑的。”然而,这些不确定性也足以让中概股惶然。这可能也是它们回归的重要原因。普华永道的报告预测,2020年香港IPO市场将继续活跃,预计全年集资总额可达2300亿-2600亿港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":910168469,"gmtCreate":1575675094351,"gmtModify":1704729906232,"author":{"id":"3433022049707120","authorId":"3433022049707120","name":"蛋炒饭啊","avatar":"https://static.laohu8.com/a839a7c6024ed3415f286deda91732ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3433022049707120","authorIdStr":"3433022049707120"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/910168469","repostId":"1989178832","repostType":2,"repost":{"id":"1989178832","kind":"news","pubTimestamp":1575613990,"share":"https://www.laohu8.com/m/news/1989178832?lang=&edition=full","pubTime":"2019-12-06 14:33","market":"us","language":"zh","title":"花旗:蔚来(NIO.US)净利润预期面临大幅下滑风险 目标价6.8美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1989178832","media":"智通财经","summary":"智通财经APP获悉,花旗发布研报称,因蔚来(NIO.US)尚未达到盈亏平衡,以2.5xFY19E市盈率计,该行给出目标价6.8美元。鉴于公司的初创定位、产品交付处于早期阶段、运营风险及原始投资者未来出","content":"<html><body><article><p>智通财经APP获悉,<a href=\"https://laohu8.com/S/C\">花旗</a>发布研报称,因<a href=\"https://laohu8.com/S/NIO\">蔚来</a>(NIO.US)尚未达到盈亏平衡,以2.5xFY19E市盈率计,该行给出目标价6.8美元。鉴于公司的初创定位、产品交付处于早期阶段、运营风险及原始投资者未来出售股份等风险,以及股票交易历史相对较短(2018年9月上市),将其股票评级定为“高风险”。</p><p>蔚来昨日公布数据,11月交付了2528辆(同比下滑18%,环比持平),2019年前11个月的交付量达到17395台(同比增长117%)。</p><p>据花旗计算,在更保守的情况下,若蔚来12月交付2700辆车(与11月一样同比下滑18%),意味着全年净利润将面临下滑18%的风险。而若蔚来12月交付量与上年同期持平,那么其净利润的下滑风险将为17%。若其12月交付量同比增长30……,则净利润的下跌风险收窄至16%。</p><p>考虑到该公司和新能源汽车行业在短期内将面临的阻力,该行认为,与蔚来之前给出的2020年目标相比,交付40-45k辆(同比增长2-2.5倍)似乎是一个更为现实的目标。基于分析,该交付量假设意味着当前对蔚来2020年净利润的预测将下调158%-173%。</p><p>花旗认为,若2020年上半年政府没有出台刺激措施,则B级纯电动汽车(比如ES6)在短期内可能会继续跑赢整个新能源汽车行业,因市场对中型纯电动汽车的需求较为稳定,且本身基数较低。2019年10月,中国的B级纯电动汽车销量同比增长16倍,而其他所有车销量均出现同比下滑。</p><p>值得注意的是,若<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>将其国产Model 3的价格定在28万元以下这样充满竞争力的价格,那么从2020年下半年开始,特斯拉在中国相对较新的市场布局可能会给蔚来和其他<a href=\"https://laohu8.com/S/DLX\">豪华</a>纯电汽车的销售造成压力。</p><p>最后,但并非最不重要的一点是,花旗强调,若蔚来能找到新的投资者来填补下一季度的现金流缺口,这将成为其估值复苏的催化剂。</p><p>此外,可能阻止蔚来股价达到花旗目标价的主要风险因素包括:未能大规模的设计并制造符合质量要求的汽车;竞争加剧;需求低于预期;无法为客户提供符合标准的服务以牟利;及产品质量问题。</p></article></body></html>","source":"tencent","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>花旗:蔚来(NIO.US)净利润预期面临大幅下滑风险 目标价6.8美元</title>\n<style 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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花旗:蔚来(NIO.US)净利润预期面临大幅下滑风险 目标价6.8美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2019-12-06 14:33 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2019120614404364a3fd83&s=b><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,花旗发布研报称,因蔚来(NIO.US)尚未达到盈亏平衡,以2.5xFY19E市盈率计,该行给出目标价6.8美元。鉴于公司的初创定位、产品交付处于早期阶段、运营风险及原始投资者未来出售股份等风险,以及股票交易历史相对较短(2018年9月上市),将其股票评级定为“高风险”。蔚来昨日公布数据,11月交付了2528辆(同比下滑18%,环比持平),2019年前11个月的交付量达到...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2019120614404364a3fd83&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/eebab619623966f6e7115434f653b888","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2019120614404364a3fd83&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"1989178832","content_text":"智通财经APP获悉,花旗发布研报称,因蔚来(NIO.US)尚未达到盈亏平衡,以2.5xFY19E市盈率计,该行给出目标价6.8美元。鉴于公司的初创定位、产品交付处于早期阶段、运营风险及原始投资者未来出售股份等风险,以及股票交易历史相对较短(2018年9月上市),将其股票评级定为“高风险”。蔚来昨日公布数据,11月交付了2528辆(同比下滑18%,环比持平),2019年前11个月的交付量达到17395台(同比增长117%)。据花旗计算,在更保守的情况下,若蔚来12月交付2700辆车(与11月一样同比下滑18%),意味着全年净利润将面临下滑18%的风险。而若蔚来12月交付量与上年同期持平,那么其净利润的下滑风险将为17%。若其12月交付量同比增长30……,则净利润的下跌风险收窄至16%。考虑到该公司和新能源汽车行业在短期内将面临的阻力,该行认为,与蔚来之前给出的2020年目标相比,交付40-45k辆(同比增长2-2.5倍)似乎是一个更为现实的目标。基于分析,该交付量假设意味着当前对蔚来2020年净利润的预测将下调158%-173%。花旗认为,若2020年上半年政府没有出台刺激措施,则B级纯电动汽车(比如ES6)在短期内可能会继续跑赢整个新能源汽车行业,因市场对中型纯电动汽车的需求较为稳定,且本身基数较低。2019年10月,中国的B级纯电动汽车销量同比增长16倍,而其他所有车销量均出现同比下滑。值得注意的是,若特斯拉将其国产Model 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