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雍兴
做好期货、股票交易,赚取利润。
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雍兴
08-29
$趣活(QH)$
赚钱了没有,你搞些文字游戏,画个饼。直接说结果。不作为圈钱的公司创始人,人渣。
雍兴
08-14
$趣活(QH)$
没有比这家更坏的上市圈钱公司,一点都不作为的大股东,任由股价跌落,没有公司市值管理。发行价多高,让投资者血本无归。
雍兴
03-27
$趣活(QH)$
看这样的业绩,还想再融资,真是把股市当提款机了,股价就是最好证明,从100跌到0.06
雍兴
01-09
$趣活(QH)$
股价原来发行10美金,现在跌到”0.1美金,真他们中国的公司都是来圈钱的主。没有价值,现在还想来增发圈钱。看来到美国证券上市的门坎真低,越来越多垃圾公司。
雍兴
2023-04-01
比A股强多了,十多年还在三千多点附近徘徊。在一个市场没有赚钱效应,可以说是市场管理的危机。
外媒头条 | 白宫提议收紧中型银行监管增加压力测试
雍兴
2023-04-01
$趣活(QH)$
一群疯子,这样卖来买去,连佣金都挣不到。还交易个啥。都没有利润可图。
雍兴
2023-03-13
$趣活(QH)$
狗粮公司,股价比较拉垮。
雍兴
2023-01-25
$趣活(QH)$
疫情结束了,公司业务走上了正轨,盈利的目标也希望越大。管理层在财报上批露,真是拖拉已经成了常态。不被资本看好是有原因的,就是财报的运营。
雍兴
2022-10-11
$趣活(QH)$
公司的财务报表不准时提交,股价被按在地上磨擦又磨擦。管理层不作为的极致态度。
雍兴
2022-09-21
$趣活(QH)$
看来不久又要采取合股,10合一。真芽菜。
雍兴
2022-09-02
中国的公司去美国上市,只为圈钱的,比如:趣活 水滴,等为代表的高大上公司。
上市首日涨90倍,今又跌95%!中概股"妖"涨频现,造富还是陷阱?
雍兴
2022-08-30
年报难产,一季报胎死腹中,管理层都是饭桶,交不出报告就差等生。
趣活盘中异动 股价大跌7.52%
雍兴
2022-08-11
管理层,我呸,骗子公司。
高营收低毛利,“外卖员包工头”趣活(QH.US)何时走出亏损“怪圈”?
雍兴
2022-06-13
一堆废柴公司。
趣活股价上涨36.34% 市值涨778.95万美元
雍兴
2022-05-17
$趣活(QH)$
财报难产,估计是赔钱的壮况。
雍兴
2022-05-04
$趣活(QH)$
这么低的价格,公司可以回购股份了,给空头上来一棒。
雍兴
2022-03-14
$趣活(QH)$
看来没有救了w趣活。股价如此走式。
雍兴
2022-03-04
$趣活(QH)$
公司对股价不闻不问,现收到警示函连续30日低于1美元,不作为的公司。发行价回购股份退市吧,回中国继续上市融资。[喷血]
雍兴
2021-12-27
$趣活(QH)$
第八个交易日低于1美元,变成垃圾股了。
雍兴
2021-12-20
$趣活(QH)$
300万吸收完全部流通筹码。看你们卖啥?
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没有比这家更坏的上市圈钱公司,一点都不作为的大股东,任由股价跌落,没有公司市值管理。发行价多高,让投资者血本无归。","listText":"<a href=\"https://laohu8.com/S/QH\">$趣活(QH)$ </a> 没有比这家更坏的上市圈钱公司,一点都不作为的大股东,任由股价跌落,没有公司市值管理。发行价多高,让投资者血本无归。","text":"$趣活(QH)$ 没有比这家更坏的上市圈钱公司,一点都不作为的大股东,任由股价跌落,没有公司市值管理。发行价多高,让投资者血本无归。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338423736688936","isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288818707931272,"gmtCreate":1711551499216,"gmtModify":1711551500479,"author":{"id":"3434151822179978","authorId":"3434151822179978","name":"雍兴","avatar":"https://static.tigerbbs.com/3ef3d9bebd0761edb136b050b76008f3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3434151822179978","authorIdStr":"3434151822179978"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QH\">$趣活(QH)$ </a> 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</a>股价原来发行10美金,现在跌到”0.1美金,真他们中国的公司都是来圈钱的主。没有价值,现在还想来增发圈钱。看来到美国证券上市的门坎真低,越来越多垃圾公司。","listText":"<a href=\"https://laohu8.com/S/QH\">$趣活(QH)$ </a>股价原来发行10美金,现在跌到”0.1美金,真他们中国的公司都是来圈钱的主。没有价值,现在还想来增发圈钱。看来到美国证券上市的门坎真低,越来越多垃圾公司。","text":"$趣活(QH)$ 股价原来发行10美金,现在跌到”0.1美金,真他们中国的公司都是来圈钱的主。没有价值,现在还想来增发圈钱。看来到美国证券上市的门坎真低,越来越多垃圾公司。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/261005429293312","isVote":1,"tweetType":1,"viewCount":872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653033600,"gmtCreate":1680302131801,"gmtModify":1680302133942,"author":{"id":"3434151822179978","authorId":"3434151822179978","name":"雍兴","avatar":"https://static.tigerbbs.com/3ef3d9bebd0761edb136b050b76008f3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3434151822179978","authorIdStr":"3434151822179978"},"themes":[],"htmlText":"比A股强多了,十多年还在三千多点附近徘徊。在一个市场没有赚钱效应,可以说是市场管理的危机。","listText":"比A股强多了,十多年还在三千多点附近徘徊。在一个市场没有赚钱效应,可以说是市场管理的危机。","text":"比A股强多了,十多年还在三千多点附近徘徊。在一个市场没有赚钱效应,可以说是市场管理的危机。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653033600","repostId":"2323728250","repostType":2,"repost":{"id":"2323728250","pubTimestamp":1680218285,"share":"https://www.laohu8.com/m/news/2323728250?lang=&edition=full","pubTime":"2023-03-31 07:18","market":"us","language":"zh","title":"外媒头条 | 白宫提议收紧中型银行监管增加压力测试","url":"https://stock-news.laohu8.com/highlight/detail?id=2323728250","media":"环球市场播报","summary":" 针对导致数家银行倒闭的银行业危机,拜登政府呼吁监管机构收紧对中型银行的监管规定。 白宫周四呼吁联邦银行监管机构与财政部共同实施一系列调整以收紧规定。白宫在声明中表示,这些措施不需要得到国会批准。 波士顿联储行长Susan Collins表示,美联储需要通过进一步加息来遏制通胀。 Michael Burry承认他错判了形势。","content":"<html><head></head><body><p> <strong>全球财经媒体昨夜今晨共同关注的头条新闻主要有:</strong></p><blockquote><strong>1、白宫提议收紧对中型银行监管 增加压力测试频率</strong> <strong> </strong></blockquote><blockquote><strong>2、波士顿联储行长:美国货币政策仍需继续收紧</strong> <strong> </strong></blockquote><blockquote><strong>3、银行业债券显现十年一遇买入机会 勇敢者甚至扑向AT1债</strong> <strong> </strong></blockquote><blockquote><strong>4、货币市场基金火爆非美国经济之幸 衰退火种或已被点燃</strong> <strong> </strong></blockquote><blockquote><strong>5、喊卖的“大空头”Burry认错并恭喜逢低买入者</strong> <strong> </strong></blockquote><blockquote><strong>6、华尔街平均奖金大跌26% 创2019年以来最低水平</strong></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e6f0bab9774ca6dccbd6cf6fd2b9bf3\" title=\"\" tg-width=\"550\" tg-height=\"309\"/></p><p> <strong>白宫提议收紧对中型银行监管 增加压力测试频率</strong></p><p> 针对导致数家银行倒闭的银行业危机,拜登政府呼吁监管机构收紧对中型银行的监管规定。</p><p> 白宫周四呼吁联邦银行监管机构与财政部共同实施一系列调整以收紧规定。白宫在声明中表示,这些措施不需要得到国会批准。拟议的调整包括恢复对资产规模在1,000亿美元至2,500亿美元之间的银行(<a href=\"https://laohu8.com/S/SIVB\">硅谷银行</a>就属于这种规模)的监管措施,比如流动性规定,更严格压力测试和所谓的“生前遗嘱”(living wills)。</p><p> 白宫还呼吁:对这类规模的银行每年进行压力测试,而不是两年一次;一旦银行资产达到1,000亿美元,将缩短实施压力测试的时间;加强监管工具,确保银行可以承受利率上升的冲击。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8b6d939aa89534acedef446a859c564\" title=\"\" tg-width=\"550\" tg-height=\"309\"/></p><p> <strong>波士顿联储行长:美国货币政策仍需继续收紧</strong></p><p> 波士顿联储行长Susan Collins表示,美联储需要通过进一步加息来遏制通胀。</p><p> Collins周四在全国商业经济协会主办的会议上表示,“通胀率仍然太高,最近的指标强化了我的观点,即我们还有更多工作要做,力争将通胀率控制在与2%目标相一致的水平”。</p><p> Collins称,最近的银行业压力增加了经济前景的不确定,但更严格的贷款标准可能在晚些时候降低进一步加息必要性。她预计今年美联储不会降息,但交易员们不认同,一些人预测银行业危机将推动美国更接近衰退。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4df911bb31e9b32be2d612d4414ada23\" title=\"\" tg-width=\"500\" tg-height=\"281\"/></p><p> <strong>银行业债券显现十年一遇买入机会 勇敢者甚至扑向AT1债</strong></p><p> 在目睹了银行业债券的集体溃败后,全球信用债投资者重新杀入该市场,尽管对额外一级资本(AT1)债券仍心存疑惧。</p><p> 基金经理看到抄底良机,他们笃定随着美联储出手遏制危机蔓延,<a href=\"https://laohu8.com/S/FISI\">金融机构</a>已经渡过最艰难时刻。“如果你愿意忍受恐惧,肯定有机会,”Voya的投资组合经理Samuel Wilson周三接受电话采访时表示。“价差仍有回调空间”。</p><p> 美国金融行业债券的风险溢价周三降至171个基点,3月15日曾飙升至188基点,为2020年5月以来最高。与美国其他高评级债券相比,这类债券的风险溢价仍然异常之高,多头相信银行债券还有上涨空间,因为它们是跟踪指数的投资组合主要持仓。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85bbe104df32222a49a7ae742a639789\" title=\"\" tg-width=\"550\" tg-height=\"313\"/></p><p> <strong>货币市场基金火爆非美国经济之幸 衰退火种或已被点燃</strong></p><p> 事实证明,现在投资者最青睐的现金存放地不是银行,而是货币市场共同基金。货币市场基金的总规模已经超过5万亿美元,如果资金量增加过多过快,可能成为美国经济的一个隐患。</p><p> 货币市场基金的高利率及其在美联储加息时代的灵活性吸引了传统的银行储户资金,其实这个现象在银行业发生动荡前就已经开始了,但在几家银行接连发生倒闭后,该趋势得到进一步增强。</p><p> 巴克莱货币市场策略师Joseph Abate在报告中写道,“储户注意到了银行存款利率和货币基金利率之间的差异,我们预计流入货币基金的资金将增加数千亿美元,银行会爆发更激烈的揽储竞争。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3447109dbd565c2c9847a2ba3ca04ffb\" title=\"\" tg-width=\"550\" tg-height=\"330\"/></p><p> <strong>喊卖的“大空头”Burry认错并恭喜逢低买入者</strong></p><p> Michael Burry承认他错判了形势。这位Scion Asset Management的创始人曾在美联储2月1日决策前要交易员“卖出”股票。现在,他对自己的推特粉丝说这个建议错了,并恭喜逢低买入者将股市推高到了超过他预期的水平。</p><p> 美联储决策公布在即时“大空头”Michael Burry曾发一字神秘推:“卖”。“你们这样的BTFD一代是前所未有的,” 他写道。BTFD指趁股价下跌时买入。</p><p> Burry曾预见到2008年的房地产市场崩盘,也是Christian Bale在电影《大空头》中饰演角色的原型。他对潜在危机的预测在社交媒体上吸引了一群狂热的追随者。Burry今年1月预见到政府的刺激措施会导致通胀再度飙升,并表示美国“无论以何标准”都已处于衰退中。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/258cb167344a9adc84a694c8ee6837d6\" title=\"\" tg-width=\"550\" tg-height=\"309\"/></p><p> <strong>华尔街平均奖金大跌26% 创2019年以来最低水平</strong></p><p> 由于交易撮合业务下滑、且银行控制成本的措施拖累了薪酬,去年华尔街平均奖金下降了26%。</p><p> 根据纽约州主计长Thomas DiNapoli的分析,去年全行业奖金池降至了337亿美元,比2021年下降21%。这意味着纽约证券行业一般员工的奖金降至了176,700美元,为2019年以来的最低水平。</p><p> “26%的降幅使平均奖金更接近金融业从业者在疫情前收到的数额,”DiNapoli在一份声明中说。“虽然奖金减少会影响州和市的所得税收入,但我们的经济复苏并不完全取决于华尔街。休闲和餐饮招待、零售、餐馆和建筑业的就业必须继续改善,城市和州才能完全复苏。”</p></body></html>","source":"sina_us","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>外媒头条 | 白宫提议收紧中型银行监管增加压力测试</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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外媒头条 | 白宫提议收紧中型银行监管增加压力测试\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-31 07:18 北京时间 <a href=https://finance.sina.com.cn/tob/2023-03-31/doc-imynsyiv0444525.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有:1、白宫提议收紧对中型银行监管 增加压力测试频率 2、波士顿联储行长:美国货币政策仍需继续收紧 3、银行业债券显现十年一遇买入机会 勇敢者甚至扑向AT1债 4、货币市场基金火爆非美国经济之幸 衰退火种或已被点燃 5、喊卖的“大空头”Burry认错并恭喜逢低买入者 6、华尔街平均奖金大跌26% 创2019年以来...</p>\n\n<a href=\"https://finance.sina.com.cn/tob/2023-03-31/doc-imynsyiv0444525.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6e6f0bab9774ca6dccbd6cf6fd2b9bf3","relate_stocks":{},"source_url":"https://finance.sina.com.cn/tob/2023-03-31/doc-imynsyiv0444525.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323728250","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有:1、白宫提议收紧对中型银行监管 增加压力测试频率 2、波士顿联储行长:美国货币政策仍需继续收紧 3、银行业债券显现十年一遇买入机会 勇敢者甚至扑向AT1债 4、货币市场基金火爆非美国经济之幸 衰退火种或已被点燃 5、喊卖的“大空头”Burry认错并恭喜逢低买入者 6、华尔街平均奖金大跌26% 创2019年以来最低水平 白宫提议收紧对中型银行监管 增加压力测试频率 针对导致数家银行倒闭的银行业危机,拜登政府呼吁监管机构收紧对中型银行的监管规定。 白宫周四呼吁联邦银行监管机构与财政部共同实施一系列调整以收紧规定。白宫在声明中表示,这些措施不需要得到国会批准。拟议的调整包括恢复对资产规模在1,000亿美元至2,500亿美元之间的银行(硅谷银行就属于这种规模)的监管措施,比如流动性规定,更严格压力测试和所谓的“生前遗嘱”(living wills)。 白宫还呼吁:对这类规模的银行每年进行压力测试,而不是两年一次;一旦银行资产达到1,000亿美元,将缩短实施压力测试的时间;加强监管工具,确保银行可以承受利率上升的冲击。 波士顿联储行长:美国货币政策仍需继续收紧 波士顿联储行长Susan Collins表示,美联储需要通过进一步加息来遏制通胀。 Collins周四在全国商业经济协会主办的会议上表示,“通胀率仍然太高,最近的指标强化了我的观点,即我们还有更多工作要做,力争将通胀率控制在与2%目标相一致的水平”。 Collins称,最近的银行业压力增加了经济前景的不确定,但更严格的贷款标准可能在晚些时候降低进一步加息必要性。她预计今年美联储不会降息,但交易员们不认同,一些人预测银行业危机将推动美国更接近衰退。 银行业债券显现十年一遇买入机会 勇敢者甚至扑向AT1债 在目睹了银行业债券的集体溃败后,全球信用债投资者重新杀入该市场,尽管对额外一级资本(AT1)债券仍心存疑惧。 基金经理看到抄底良机,他们笃定随着美联储出手遏制危机蔓延,金融机构已经渡过最艰难时刻。“如果你愿意忍受恐惧,肯定有机会,”Voya的投资组合经理Samuel Wilson周三接受电话采访时表示。“价差仍有回调空间”。 美国金融行业债券的风险溢价周三降至171个基点,3月15日曾飙升至188基点,为2020年5月以来最高。与美国其他高评级债券相比,这类债券的风险溢价仍然异常之高,多头相信银行债券还有上涨空间,因为它们是跟踪指数的投资组合主要持仓。 货币市场基金火爆非美国经济之幸 衰退火种或已被点燃 事实证明,现在投资者最青睐的现金存放地不是银行,而是货币市场共同基金。货币市场基金的总规模已经超过5万亿美元,如果资金量增加过多过快,可能成为美国经济的一个隐患。 货币市场基金的高利率及其在美联储加息时代的灵活性吸引了传统的银行储户资金,其实这个现象在银行业发生动荡前就已经开始了,但在几家银行接连发生倒闭后,该趋势得到进一步增强。 巴克莱货币市场策略师Joseph Abate在报告中写道,“储户注意到了银行存款利率和货币基金利率之间的差异,我们预计流入货币基金的资金将增加数千亿美元,银行会爆发更激烈的揽储竞争。” 喊卖的“大空头”Burry认错并恭喜逢低买入者 Michael Burry承认他错判了形势。这位Scion Asset Management的创始人曾在美联储2月1日决策前要交易员“卖出”股票。现在,他对自己的推特粉丝说这个建议错了,并恭喜逢低买入者将股市推高到了超过他预期的水平。 美联储决策公布在即时“大空头”Michael Burry曾发一字神秘推:“卖”。“你们这样的BTFD一代是前所未有的,” 他写道。BTFD指趁股价下跌时买入。 Burry曾预见到2008年的房地产市场崩盘,也是Christian Bale在电影《大空头》中饰演角色的原型。他对潜在危机的预测在社交媒体上吸引了一群狂热的追随者。Burry今年1月预见到政府的刺激措施会导致通胀再度飙升,并表示美国“无论以何标准”都已处于衰退中。 华尔街平均奖金大跌26% 创2019年以来最低水平 由于交易撮合业务下滑、且银行控制成本的措施拖累了薪酬,去年华尔街平均奖金下降了26%。 根据纽约州主计长Thomas DiNapoli的分析,去年全行业奖金池降至了337亿美元,比2021年下降21%。这意味着纽约证券行业一般员工的奖金降至了176,700美元,为2019年以来的最低水平。 “26%的降幅使平均奖金更接近金融业从业者在疫情前收到的数额,”DiNapoli在一份声明中说。“虽然奖金减少会影响州和市的所得税收入,但我们的经济复苏并不完全取决于华尔街。休闲和餐饮招待、零售、餐馆和建筑业的就业必须继续改善,城市和州才能完全复苏。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653090041,"gmtCreate":1680280348183,"gmtModify":1680283484756,"author":{"id":"3434151822179978","authorId":"3434151822179978","name":"雍兴","avatar":"https://static.tigerbbs.com/3ef3d9bebd0761edb136b050b76008f3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3434151822179978","authorIdStr":"3434151822179978"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QH\">$趣活(QH)$ </a>一群疯子,这样卖来买去,连佣金都挣不到。还交易个啥。都没有利润可图。","listText":"<a href=\"https://laohu8.com/S/QH\">$趣活(QH)$ </a>一群疯子,这样卖来买去,连佣金都挣不到。还交易个啥。都没有利润可图。","text":"$趣活(QH)$ 一群疯子,这样卖来买去,连佣金都挣不到。还交易个啥。都没有利润可图。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653090041","isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650000114,"gmtCreate":1678719987438,"gmtModify":1678719988977,"author":{"id":"3434151822179978","authorId":"3434151822179978","name":"雍兴","avatar":"https://static.tigerbbs.com/3ef3d9bebd0761edb136b050b76008f3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3434151822179978","authorIdStr":"3434151822179978"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QH\">$趣活(QH)$ </a>狗粮公司,股价比较拉垮。","listText":"<a href=\"https://laohu8.com/S/QH\">$趣活(QH)$ </a>狗粮公司,股价比较拉垮。","text":"$趣活(QH)$ 狗粮公司,股价比较拉垮。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650000114","isVote":1,"tweetType":1,"viewCount":1179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626542580,"gmtCreate":1674576743240,"gmtModify":1674576744585,"author":{"id":"3434151822179978","authorId":"3434151822179978","name":"雍兴","avatar":"https://static.tigerbbs.com/3ef3d9bebd0761edb136b050b76008f3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3434151822179978","authorIdStr":"3434151822179978"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QH\">$趣活(QH)$ </a>疫情结束了,公司业务走上了正轨,盈利的目标也希望越大。管理层在财报上批露,真是拖拉已经成了常态。不被资本看好是有原因的,就是财报的运营。","listText":"<a href=\"https://laohu8.com/S/QH\">$趣活(QH)$ </a>疫情结束了,公司业务走上了正轨,盈利的目标也希望越大。管理层在财报上批露,真是拖拉已经成了常态。不被资本看好是有原因的,就是财报的运营。","text":"$趣活(QH)$ 疫情结束了,公司业务走上了正轨,盈利的目标也希望越大。管理层在财报上批露,真是拖拉已经成了常态。不被资本看好是有原因的,就是财报的运营。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626542580","isVote":1,"tweetType":1,"viewCount":1414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666368480,"gmtCreate":1665447154940,"gmtModify":1665447156176,"author":{"id":"3434151822179978","authorId":"3434151822179978","name":"雍兴","avatar":"https://static.tigerbbs.com/3ef3d9bebd0761edb136b050b76008f3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3434151822179978","authorIdStr":"3434151822179978"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QH\">$趣活(QH)$</a>公司的财务报表不准时提交,股价被按在地上磨擦又磨擦。管理层不作为的极致态度。","listText":"<a href=\"https://laohu8.com/S/QH\">$趣活(QH)$</a>公司的财务报表不准时提交,股价被按在地上磨擦又磨擦。管理层不作为的极致态度。","text":"$趣活(QH)$公司的财务报表不准时提交,股价被按在地上磨擦又磨擦。管理层不作为的极致态度。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666368480","isVote":1,"tweetType":1,"viewCount":1770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":661123223,"gmtCreate":1663773420462,"gmtModify":1663773421790,"author":{"id":"3434151822179978","authorId":"3434151822179978","name":"雍兴","avatar":"https://static.tigerbbs.com/3ef3d9bebd0761edb136b050b76008f3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3434151822179978","authorIdStr":"3434151822179978"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QH\">$趣活(QH)$</a>看来不久又要采取合股,10合一。真芽菜。","listText":"<a href=\"https://laohu8.com/S/QH\">$趣活(QH)$</a>看来不久又要采取合股,10合一。真芽菜。","text":"$趣活(QH)$看来不久又要采取合股,10合一。真芽菜。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661123223","isVote":1,"tweetType":1,"viewCount":2286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":669385523,"gmtCreate":1662091116962,"gmtModify":1662091118230,"author":{"id":"3434151822179978","authorId":"3434151822179978","name":"雍兴","avatar":"https://static.tigerbbs.com/3ef3d9bebd0761edb136b050b76008f3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3434151822179978","authorIdStr":"3434151822179978"},"themes":[],"htmlText":"中国的公司去美国上市,只为圈钱的,比如:趣活 水滴,等为代表的高大上公司。","listText":"中国的公司去美国上市,只为圈钱的,比如:趣活 水滴,等为代表的高大上公司。","text":"中国的公司去美国上市,只为圈钱的,比如:趣活 水滴,等为代表的高大上公司。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/669385523","repostId":"2264240052","repostType":2,"repost":{"id":"2264240052","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯,最专业的解读分析,覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1662083849,"share":"https://www.laohu8.com/m/news/2264240052?lang=&edition=full","pubTime":"2022-09-02 09:57","market":"us","language":"zh","title":"上市首日涨90倍,今又跌95%!中概股\"妖\"涨频现,造富还是陷阱?","url":"https://stock-news.laohu8.com/highlight/detail?id=2264240052","media":"券商中国","summary":"“妖股频现”的背后,究竟是“造富盛宴”,还是“投机漩涡”?继尚乘数科、智富融资、见知教育之后,又一只“妖股”横空出世。8月31日,盈喜集团从粉单市场OTC转板纳斯达克资本市场,首日暴涨近90倍,引发市","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/38986c96ef0d66378bdc4bef43055cfa\" tg-width=\"720\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p>“妖股频现”的背后,究竟是“造富盛宴”,还是“投机漩涡”?</p><p>继<a href=\"https://laohu8.com/S/HKD\">尚乘数科</a>、智富融资、<a href=\"https://laohu8.com/S/JZ\">见知教育</a>之后,又一只“妖股”横空出世。8月31日,<a href=\"https://laohu8.com/S/ATXG\">盈喜集团</a>从粉单市场OTC转板纳斯达克资本市场,首日暴涨近90倍,引发市场高度关注。</p><p>从最新的走势看,前期“妖股”在暴涨之后,都只剩一地鸡毛。那么,近期为何频频出现上市初期暴涨暴跌的中概股?来看券商中国记者带来的报道!</p><p><b>转板上市首日大涨近90倍</b></p><p>8月31日晚,盈喜集团以ATXG为代码从粉单市场OTC转板纳斯达克资本市场。当天开盘报27美元,为该股发行价5美元的5.4倍;早盘曾收窄涨幅,股价回落到12.95美元;自午盘起大幅拉升,最终收报656.54美元,较在纳斯达克上市前一日,即本周二的OTC市场收盘价7.5美元,暴涨了8653.87%,接近90倍。</p><p>9月1日,盈喜集团开盘迅速下跌,截至收盘,下跌95.43%报30美元/股。</p><p><img src=\"https://static.tigerbbs.com/742b65493eacc66fc507d10eb8050d4e\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>公开信息显示,盈喜集团总部位于深圳,是一家专注于服装制造、物流服务、物业管理和转租以及防疫用品的综合服务提供商,旗下共有6家子公司。据该公司官网的介绍,盈喜集团于2000年进入纺织服装领域,并在2016年通过反向并购的方式,成功登陆美国资本市场。此次从美国OTC市场成功转板至纳斯达克主板IPO上市,由宏业金融上市辅导团队提供全程上市辅导和服务支持。</p><p>盈喜集团8月31日宣布,将以每股5美元的发售价格共发行500万股普通股。在未扣除承销折扣及相关费用的情况下,盈喜集团此次发行共计融资约2500万美元,股票交易代码为“ATXG”。自此,盈喜集团正式从美国OTC市场成功转板至纳斯达克主板上市。</p><p>财报显示,盈喜集团2021财年(截至2022年3月31日)营收为1269万美元,较上一财年的2473.48万美元的营收大幅下降48.7%。具体而言,该公司服装制造业务2021财年收入为约250万美元,在总收入中占比约为19.9%;物流服务业务收入为约530万美元,约占总收入的42%;物业管理和转租业务收入为430万美元,约占总收入的33.6%;防疫用品业务收入为60万美元,约占总收入的5.2%。</p><p><b>前度妖股股价大幅回落</b></p><p>值得一提的是,在盈喜集团之前,近两个月时间在美上市的中概股尚乘数科、智富融资、见知教育上市初期也都出现暴涨,但从最新股价看,都只是“昙花一现”。</p><p>具体来看,7月15日登陆纽约证券交易所的尚乘数科,上市后股价一路飙涨,13个交易日后,股价从发行价的7.8美元最高涨至2555.3美元,涨幅超300倍。以当日收盘1679美元的收盘价计算,该公司总市值高达3106.91亿美元(约合人民币2.1万亿元),已超越<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>,排名中概股第二位,仅次于<a href=\"https://laohu8.com/S/TSM\">台积电</a>,市值近乎于5个<a href=\"https://laohu8.com/S/PDD\">拼多多</a>。</p><p>尚乘数科一度被市场认为是“李嘉诚概念股”,而随着李嘉诚旗下长江实业发布新闻稿撇清与尚乘数科关系,称“长江集团旗下公司没有直接持有尚乘数科之股权,亦与该公司没有任何业务往来”。尚乘数科股价随后开始回落,截至9月1日收盘,已回落至112.2美元/股。</p><p><img src=\"https://static.tigerbbs.com/cf606c25fd6c50971dd8a20da8a4eb53\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>8月5日在美上市的智富融资上市首日一度暴涨超52倍,其IPO发行价仅为4美元,当日内最高触及235.95美元,盘中多次触发熔断。据悉,智富融资是一家在中国香港的金融服务提供商,主要从事提供企业融资咨询服务和承销服务。公告显示,该公司仅有9名员工,但股价在8月8日最高一度冲至249.94美元。截至9月1日收盘,该公司股价已回落至6.53美元/股。8月26日,中概股见知教育赴美上市。该公司是一家在线职业教育服务商,曾于2016年5月在新三板挂牌上市,不过上市一年多后便退市了。随后,四次向港交所递交招股书都以失败告终,最终转战美股。该公司IPO由尚乘环球承销,后者正是尚乘数科7月美国上市的承销商。</p><p><img src=\"https://static.tigerbbs.com/497cb81c783b3c401db016d21deee873\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>见知教育上市首日刚开盘不久,股价一飞冲天,最高触及186.01美元,一度暴涨3100%。不过,随后股价大幅回落,截至当日收盘,见知教育收涨275%,报18.75美元,仅为盘中最高价的12%不到。随后的几个交易日,该股持续下跌,截至9月1日收盘已回落至5.5美元/股,较上市首日186.01美元的最高价,已下跌97%。</p><p><img src=\"https://static.tigerbbs.com/bd3b416cbb82f036de112f589fe5d816\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>中概股为何频频被爆炒?</b></p><p>引人思考的是,今年以来,一边是被投资者熟知的热门中概股股价“跌跌不休”,一边是冷门中概股上演“史诗级暴涨”,背后有何玄机?</p><p>多位市场人士表示,接连多只中概股上市后暴涨背后,或是资金的炒作行为,是一种短期的场内资本达成共识的结果。</p><p>富途投研团队认为,海外IPO新股没有历史筹码,关注度由低走高过程中,容易引起市场情绪的集中催化;当前市场缺乏赚钱热点,短炒资金集中炒作,投资者应该优先考虑风险因素。</p><p>另有市场人士分析,尚乘数科和智富融资两只中概股被“爆炒”背后,可能是诸多因素交织促成的:首先,这两只股票上市的大背景是美国证券监管机构正加强对中概股施压,借由中概股公司的审计底稿问题将上百家中概股列入预摘牌名单。去年至今,受美国监管部门政策影响,赴美上市的中概股大幅减少,市场上投资标的较少。这些因素导致资金无处可去的同时,也使得IPO标的供应不足,客观上成为引爆上述新上市中概股炒作的导火索。</p><p>另一方面,两只股票来自香港,带有大中华区概念,而且流通盘都很小,容易操纵。以尚乘数科为例,上市后流通股最多只有1840万股,占总股本的约10%。</p><p>“流通量小的股票是比较容易控盘,技术上的确可以做到这样的暴涨暴跌。”深圳一位私募人士在接受券商中国记者采访时表示,但市场上大部分专业投资机构并不会参与这类股票的买卖,建议普通投资者谨慎对待。</p><p>此外,值得注意的是,关于中概股整体的投资环境正在发生向好的变化。中国证监会、财政部与美国公众公司会计监督委员会(PCAOB)8月26日签署审计监管合作协议,将于近期启动相关合作事项。</p><p>有专家表示,中美签署合作协议将有助于降低中概股公司退市风险,这标志着中美跨境监管合作迈出重要一步,对于两国资本市场、上市公司和全球投资者有利,是多赢的选择,也有助于为企业依法依规开展跨境上市活动营造良好的监管环境,表明中美跨境监管合作依然是大方向,向市场释放了积极信号。</p></body></html>","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>上市首日涨90倍,今又跌95%!中概股\"妖\"涨频现,造富还是陷阱? </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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上市首日涨90倍,今又跌95%!中概股\"妖\"涨频现,造富还是陷阱? \n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2022-09-02 09:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><img src=\"https://static.tigerbbs.com/38986c96ef0d66378bdc4bef43055cfa\" tg-width=\"720\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p>“妖股频现”的背后,究竟是“造富盛宴”,还是“投机漩涡”?</p><p>继<a href=\"https://laohu8.com/S/HKD\">尚乘数科</a>、智富融资、<a href=\"https://laohu8.com/S/JZ\">见知教育</a>之后,又一只“妖股”横空出世。8月31日,<a href=\"https://laohu8.com/S/ATXG\">盈喜集团</a>从粉单市场OTC转板纳斯达克资本市场,首日暴涨近90倍,引发市场高度关注。</p><p>从最新的走势看,前期“妖股”在暴涨之后,都只剩一地鸡毛。那么,近期为何频频出现上市初期暴涨暴跌的中概股?来看券商中国记者带来的报道!</p><p><b>转板上市首日大涨近90倍</b></p><p>8月31日晚,盈喜集团以ATXG为代码从粉单市场OTC转板纳斯达克资本市场。当天开盘报27美元,为该股发行价5美元的5.4倍;早盘曾收窄涨幅,股价回落到12.95美元;自午盘起大幅拉升,最终收报656.54美元,较在纳斯达克上市前一日,即本周二的OTC市场收盘价7.5美元,暴涨了8653.87%,接近90倍。</p><p>9月1日,盈喜集团开盘迅速下跌,截至收盘,下跌95.43%报30美元/股。</p><p><img src=\"https://static.tigerbbs.com/742b65493eacc66fc507d10eb8050d4e\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>公开信息显示,盈喜集团总部位于深圳,是一家专注于服装制造、物流服务、物业管理和转租以及防疫用品的综合服务提供商,旗下共有6家子公司。据该公司官网的介绍,盈喜集团于2000年进入纺织服装领域,并在2016年通过反向并购的方式,成功登陆美国资本市场。此次从美国OTC市场成功转板至纳斯达克主板IPO上市,由宏业金融上市辅导团队提供全程上市辅导和服务支持。</p><p>盈喜集团8月31日宣布,将以每股5美元的发售价格共发行500万股普通股。在未扣除承销折扣及相关费用的情况下,盈喜集团此次发行共计融资约2500万美元,股票交易代码为“ATXG”。自此,盈喜集团正式从美国OTC市场成功转板至纳斯达克主板上市。</p><p>财报显示,盈喜集团2021财年(截至2022年3月31日)营收为1269万美元,较上一财年的2473.48万美元的营收大幅下降48.7%。具体而言,该公司服装制造业务2021财年收入为约250万美元,在总收入中占比约为19.9%;物流服务业务收入为约530万美元,约占总收入的42%;物业管理和转租业务收入为430万美元,约占总收入的33.6%;防疫用品业务收入为60万美元,约占总收入的5.2%。</p><p><b>前度妖股股价大幅回落</b></p><p>值得一提的是,在盈喜集团之前,近两个月时间在美上市的中概股尚乘数科、智富融资、见知教育上市初期也都出现暴涨,但从最新股价看,都只是“昙花一现”。</p><p>具体来看,7月15日登陆纽约证券交易所的尚乘数科,上市后股价一路飙涨,13个交易日后,股价从发行价的7.8美元最高涨至2555.3美元,涨幅超300倍。以当日收盘1679美元的收盘价计算,该公司总市值高达3106.91亿美元(约合人民币2.1万亿元),已超越<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>,排名中概股第二位,仅次于<a href=\"https://laohu8.com/S/TSM\">台积电</a>,市值近乎于5个<a href=\"https://laohu8.com/S/PDD\">拼多多</a>。</p><p>尚乘数科一度被市场认为是“李嘉诚概念股”,而随着李嘉诚旗下长江实业发布新闻稿撇清与尚乘数科关系,称“长江集团旗下公司没有直接持有尚乘数科之股权,亦与该公司没有任何业务往来”。尚乘数科股价随后开始回落,截至9月1日收盘,已回落至112.2美元/股。</p><p><img src=\"https://static.tigerbbs.com/cf606c25fd6c50971dd8a20da8a4eb53\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>8月5日在美上市的智富融资上市首日一度暴涨超52倍,其IPO发行价仅为4美元,当日内最高触及235.95美元,盘中多次触发熔断。据悉,智富融资是一家在中国香港的金融服务提供商,主要从事提供企业融资咨询服务和承销服务。公告显示,该公司仅有9名员工,但股价在8月8日最高一度冲至249.94美元。截至9月1日收盘,该公司股价已回落至6.53美元/股。8月26日,中概股见知教育赴美上市。该公司是一家在线职业教育服务商,曾于2016年5月在新三板挂牌上市,不过上市一年多后便退市了。随后,四次向港交所递交招股书都以失败告终,最终转战美股。该公司IPO由尚乘环球承销,后者正是尚乘数科7月美国上市的承销商。</p><p><img src=\"https://static.tigerbbs.com/497cb81c783b3c401db016d21deee873\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>见知教育上市首日刚开盘不久,股价一飞冲天,最高触及186.01美元,一度暴涨3100%。不过,随后股价大幅回落,截至当日收盘,见知教育收涨275%,报18.75美元,仅为盘中最高价的12%不到。随后的几个交易日,该股持续下跌,截至9月1日收盘已回落至5.5美元/股,较上市首日186.01美元的最高价,已下跌97%。</p><p><img src=\"https://static.tigerbbs.com/bd3b416cbb82f036de112f589fe5d816\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>中概股为何频频被爆炒?</b></p><p>引人思考的是,今年以来,一边是被投资者熟知的热门中概股股价“跌跌不休”,一边是冷门中概股上演“史诗级暴涨”,背后有何玄机?</p><p>多位市场人士表示,接连多只中概股上市后暴涨背后,或是资金的炒作行为,是一种短期的场内资本达成共识的结果。</p><p>富途投研团队认为,海外IPO新股没有历史筹码,关注度由低走高过程中,容易引起市场情绪的集中催化;当前市场缺乏赚钱热点,短炒资金集中炒作,投资者应该优先考虑风险因素。</p><p>另有市场人士分析,尚乘数科和智富融资两只中概股被“爆炒”背后,可能是诸多因素交织促成的:首先,这两只股票上市的大背景是美国证券监管机构正加强对中概股施压,借由中概股公司的审计底稿问题将上百家中概股列入预摘牌名单。去年至今,受美国监管部门政策影响,赴美上市的中概股大幅减少,市场上投资标的较少。这些因素导致资金无处可去的同时,也使得IPO标的供应不足,客观上成为引爆上述新上市中概股炒作的导火索。</p><p>另一方面,两只股票来自香港,带有大中华区概念,而且流通盘都很小,容易操纵。以尚乘数科为例,上市后流通股最多只有1840万股,占总股本的约10%。</p><p>“流通量小的股票是比较容易控盘,技术上的确可以做到这样的暴涨暴跌。”深圳一位私募人士在接受券商中国记者采访时表示,但市场上大部分专业投资机构并不会参与这类股票的买卖,建议普通投资者谨慎对待。</p><p>此外,值得注意的是,关于中概股整体的投资环境正在发生向好的变化。中国证监会、财政部与美国公众公司会计监督委员会(PCAOB)8月26日签署审计监管合作协议,将于近期启动相关合作事项。</p><p>有专家表示,中美签署合作协议将有助于降低中概股公司退市风险,这标志着中美跨境监管合作迈出重要一步,对于两国资本市场、上市公司和全球投资者有利,是多赢的选择,也有助于为企业依法依规开展跨境上市活动营造良好的监管环境,表明中美跨境监管合作依然是大方向,向市场释放了积极信号。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38986c96ef0d66378bdc4bef43055cfa","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2264240052","content_text":"“妖股频现”的背后,究竟是“造富盛宴”,还是“投机漩涡”?继尚乘数科、智富融资、见知教育之后,又一只“妖股”横空出世。8月31日,盈喜集团从粉单市场OTC转板纳斯达克资本市场,首日暴涨近90倍,引发市场高度关注。从最新的走势看,前期“妖股”在暴涨之后,都只剩一地鸡毛。那么,近期为何频频出现上市初期暴涨暴跌的中概股?来看券商中国记者带来的报道!转板上市首日大涨近90倍8月31日晚,盈喜集团以ATXG为代码从粉单市场OTC转板纳斯达克资本市场。当天开盘报27美元,为该股发行价5美元的5.4倍;早盘曾收窄涨幅,股价回落到12.95美元;自午盘起大幅拉升,最终收报656.54美元,较在纳斯达克上市前一日,即本周二的OTC市场收盘价7.5美元,暴涨了8653.87%,接近90倍。9月1日,盈喜集团开盘迅速下跌,截至收盘,下跌95.43%报30美元/股。公开信息显示,盈喜集团总部位于深圳,是一家专注于服装制造、物流服务、物业管理和转租以及防疫用品的综合服务提供商,旗下共有6家子公司。据该公司官网的介绍,盈喜集团于2000年进入纺织服装领域,并在2016年通过反向并购的方式,成功登陆美国资本市场。此次从美国OTC市场成功转板至纳斯达克主板IPO上市,由宏业金融上市辅导团队提供全程上市辅导和服务支持。盈喜集团8月31日宣布,将以每股5美元的发售价格共发行500万股普通股。在未扣除承销折扣及相关费用的情况下,盈喜集团此次发行共计融资约2500万美元,股票交易代码为“ATXG”。自此,盈喜集团正式从美国OTC市场成功转板至纳斯达克主板上市。财报显示,盈喜集团2021财年(截至2022年3月31日)营收为1269万美元,较上一财年的2473.48万美元的营收大幅下降48.7%。具体而言,该公司服装制造业务2021财年收入为约250万美元,在总收入中占比约为19.9%;物流服务业务收入为约530万美元,约占总收入的42%;物业管理和转租业务收入为430万美元,约占总收入的33.6%;防疫用品业务收入为60万美元,约占总收入的5.2%。前度妖股股价大幅回落值得一提的是,在盈喜集团之前,近两个月时间在美上市的中概股尚乘数科、智富融资、见知教育上市初期也都出现暴涨,但从最新股价看,都只是“昙花一现”。具体来看,7月15日登陆纽约证券交易所的尚乘数科,上市后股价一路飙涨,13个交易日后,股价从发行价的7.8美元最高涨至2555.3美元,涨幅超300倍。以当日收盘1679美元的收盘价计算,该公司总市值高达3106.91亿美元(约合人民币2.1万亿元),已超越阿里巴巴,排名中概股第二位,仅次于台积电,市值近乎于5个拼多多。尚乘数科一度被市场认为是“李嘉诚概念股”,而随着李嘉诚旗下长江实业发布新闻稿撇清与尚乘数科关系,称“长江集团旗下公司没有直接持有尚乘数科之股权,亦与该公司没有任何业务往来”。尚乘数科股价随后开始回落,截至9月1日收盘,已回落至112.2美元/股。8月5日在美上市的智富融资上市首日一度暴涨超52倍,其IPO发行价仅为4美元,当日内最高触及235.95美元,盘中多次触发熔断。据悉,智富融资是一家在中国香港的金融服务提供商,主要从事提供企业融资咨询服务和承销服务。公告显示,该公司仅有9名员工,但股价在8月8日最高一度冲至249.94美元。截至9月1日收盘,该公司股价已回落至6.53美元/股。8月26日,中概股见知教育赴美上市。该公司是一家在线职业教育服务商,曾于2016年5月在新三板挂牌上市,不过上市一年多后便退市了。随后,四次向港交所递交招股书都以失败告终,最终转战美股。该公司IPO由尚乘环球承销,后者正是尚乘数科7月美国上市的承销商。见知教育上市首日刚开盘不久,股价一飞冲天,最高触及186.01美元,一度暴涨3100%。不过,随后股价大幅回落,截至当日收盘,见知教育收涨275%,报18.75美元,仅为盘中最高价的12%不到。随后的几个交易日,该股持续下跌,截至9月1日收盘已回落至5.5美元/股,较上市首日186.01美元的最高价,已下跌97%。中概股为何频频被爆炒?引人思考的是,今年以来,一边是被投资者熟知的热门中概股股价“跌跌不休”,一边是冷门中概股上演“史诗级暴涨”,背后有何玄机?多位市场人士表示,接连多只中概股上市后暴涨背后,或是资金的炒作行为,是一种短期的场内资本达成共识的结果。富途投研团队认为,海外IPO新股没有历史筹码,关注度由低走高过程中,容易引起市场情绪的集中催化;当前市场缺乏赚钱热点,短炒资金集中炒作,投资者应该优先考虑风险因素。另有市场人士分析,尚乘数科和智富融资两只中概股被“爆炒”背后,可能是诸多因素交织促成的:首先,这两只股票上市的大背景是美国证券监管机构正加强对中概股施压,借由中概股公司的审计底稿问题将上百家中概股列入预摘牌名单。去年至今,受美国监管部门政策影响,赴美上市的中概股大幅减少,市场上投资标的较少。这些因素导致资金无处可去的同时,也使得IPO标的供应不足,客观上成为引爆上述新上市中概股炒作的导火索。另一方面,两只股票来自香港,带有大中华区概念,而且流通盘都很小,容易操纵。以尚乘数科为例,上市后流通股最多只有1840万股,占总股本的约10%。“流通量小的股票是比较容易控盘,技术上的确可以做到这样的暴涨暴跌。”深圳一位私募人士在接受券商中国记者采访时表示,但市场上大部分专业投资机构并不会参与这类股票的买卖,建议普通投资者谨慎对待。此外,值得注意的是,关于中概股整体的投资环境正在发生向好的变化。中国证监会、财政部与美国公众公司会计监督委员会(PCAOB)8月26日签署审计监管合作协议,将于近期启动相关合作事项。有专家表示,中美签署合作协议将有助于降低中概股公司退市风险,这标志着中美跨境监管合作迈出重要一步,对于两国资本市场、上市公司和全球投资者有利,是多赢的选择,也有助于为企业依法依规开展跨境上市活动营造良好的监管环境,表明中美跨境监管合作依然是大方向,向市场释放了积极信号。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":660430330,"gmtCreate":1661855224225,"gmtModify":1661855224225,"author":{"id":"3434151822179978","authorId":"3434151822179978","name":"雍兴","avatar":"https://static.tigerbbs.com/3ef3d9bebd0761edb136b050b76008f3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3434151822179978","authorIdStr":"3434151822179978"},"themes":[],"htmlText":"年报难产,一季报胎死腹中,管理层都是饭桶,交不出报告就差等生。","listText":"年报难产,一季报胎死腹中,管理层都是饭桶,交不出报告就差等生。","text":"年报难产,一季报胎死腹中,管理层都是饭桶,交不出报告就差等生。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/660430330","repostId":"2263210303","repostType":2,"repost":{"id":"2263210303","pubTimestamp":1661779920,"share":"https://www.laohu8.com/m/news/2263210303?lang=&edition=full","pubTime":"2022-08-29 21:32","market":"us","language":"zh","title":"趣活盘中异动 股价大跌7.52%","url":"https://stock-news.laohu8.com/highlight/detail?id=2263210303","media":"自选股智能写手","summary":"北京时间2022年08月29日21时32分,趣活股票出现波动,股价快速下跌7.52%。截至发稿,该股报3.69美元/股,成交量2348股,换手率0.05%,振幅4.01%。机构评级方面,在所有1家参与评级的机构中,100%的券商给予买入建议,无券商给予持有、卖出建议。趣活股票所在的软件服务行业中,整体跌幅为1.13%。","content":"<html><body><article><p>北京时间2022年08月29日21时32分,<a href=\"https://laohu8.com/S/QH\">趣活</a>(QH.us)股票出现波动,股价快速下跌7.52%。截至发稿,该股报3.69美元/股,成交量2348股,<span>换手率</span>0.05%,振幅4.01%。</p><p>最近的财报数据显示,该股实现<span>营业收入</span>1.71亿美元,<span>净利润</span>3.85百万美元,<span>每股收益</span>0.87美元,<span>毛利</span>7.78百万美元,市盈率-1.61倍。</p><p>机构评级方面,在所有1家参与评级的机构中,100%的券商给予买入建议,无券商给予持有、卖出建议。</p><p>趣活股票所在的软件服务行业中,整体跌幅为1.13%。其相关个股中,Olb Group Inc、<a href=\"https://laohu8.com/S/AHI\">Advanced Human Imaging Ltd</a>、<a href=\"https://laohu8.com/S/SWVL\">Swvl Holdings</a> Corp C/Wts 31/03/2027 (To Pur Com)涨幅较大,Olb Group Inc、Exela Technologies Inc、Cuentas Inc较为活跃,换手率分别为122.32%、1.95%、1.87%,振幅较大的相关个股有Cuentas Inc、<a href=\"https://laohu8.com/S/KBNT\">Kubient</a> Inc、Olb Group Inc,振幅分别为12.99%、12.84%、11.24%。</p><p>趣活公司简介:趣活科技公司是中国的一家劳动力运营解决方案平台。该公司为具有电子商务风险的行业中的<span>蓝筹股</span>按需消费服务企业提供技术支持的端到端运营解决方案,包括食品配送、代驾服务、客房服务和自行车共享。它的全部收入来自中国。其收入分为按需交付解决方案;共享自行车维护解决方案;乘车解决方案;客房服务和其他服务。按需交付解决方案是公司的主要收入驱动因素。</p><p>(以上内容为自选股<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>机器写手Money Call完成,仅作为用户看盘参考,不作为交易依据。)</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>趣活盘中异动 股价大跌7.52%</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趣活盘中异动 股价大跌7.52%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-29 21:32 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20220829213201832a5f6e&s=b><strong>自选股智能写手</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间2022年08月29日21时32分,趣活(QH.us)股票出现波动,股价快速下跌7.52%。截至发稿,该股报3.69美元/股,成交量2348股,换手率0.05%,振幅4.01%。最近的财报数据显示,该股实现营业收入1.71亿美元,净利润3.85百万美元,每股收益0.87美元,毛利7.78百万美元,市盈率-1.61倍。机构评级方面,在所有1家参与评级的机构中,100%的券商给予买入建议,无...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20220829213201832a5f6e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20220829213201832a5f6e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2263210303","content_text":"北京时间2022年08月29日21时32分,趣活(QH.us)股票出现波动,股价快速下跌7.52%。截至发稿,该股报3.69美元/股,成交量2348股,换手率0.05%,振幅4.01%。最近的财报数据显示,该股实现营业收入1.71亿美元,净利润3.85百万美元,每股收益0.87美元,毛利7.78百万美元,市盈率-1.61倍。机构评级方面,在所有1家参与评级的机构中,100%的券商给予买入建议,无券商给予持有、卖出建议。趣活股票所在的软件服务行业中,整体跌幅为1.13%。其相关个股中,Olb Group Inc、Advanced Human Imaging Ltd、Swvl Holdings Corp C/Wts 31/03/2027 (To Pur Com)涨幅较大,Olb Group Inc、Exela Technologies Inc、Cuentas Inc较为活跃,换手率分别为122.32%、1.95%、1.87%,振幅较大的相关个股有Cuentas Inc、Kubient Inc、Olb Group Inc,振幅分别为12.99%、12.84%、11.24%。趣活公司简介:趣活科技公司是中国的一家劳动力运营解决方案平台。该公司为具有电子商务风险的行业中的蓝筹股按需消费服务企业提供技术支持的端到端运营解决方案,包括食品配送、代驾服务、客房服务和自行车共享。它的全部收入来自中国。其收入分为按需交付解决方案;共享自行车维护解决方案;乘车解决方案;客房服务和其他服务。按需交付解决方案是公司的主要收入驱动因素。(以上内容为自选股智能机器写手Money Call完成,仅作为用户看盘参考,不作为交易依据。)","news_type":1},"isVote":1,"tweetType":1,"viewCount":1613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684163775,"gmtCreate":1660151364102,"gmtModify":1660152496521,"author":{"id":"3434151822179978","authorId":"3434151822179978","name":"雍兴","avatar":"https://static.tigerbbs.com/3ef3d9bebd0761edb136b050b76008f3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3434151822179978","authorIdStr":"3434151822179978"},"themes":[],"htmlText":"管理层,我呸,骗子公司。","listText":"管理层,我呸,骗子公司。","text":"管理层,我呸,骗子公司。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684163775","repostId":"2258318213","repostType":2,"repost":{"id":"2258318213","pubTimestamp":1660133101,"share":"https://www.laohu8.com/m/news/2258318213?lang=&edition=full","pubTime":"2022-08-10 20:05","market":"hk","language":"zh","title":"高营收低毛利,“外卖员包工头”趣活(QH.US)何时走出亏损“怪圈”?","url":"https://stock-news.laohu8.com/highlight/detail?id=2258318213","media":"智通财经","summary":"在疫情为一众外卖企业带来业绩利好的同时,一家本应受益于外卖行业的中概股股价却迟迟没有起色。这样看来,2021年趣活归母净利润大概率依然亏损。对此,趣活给出的解释是业务扩张所致的“战略性亏损”。截至2020年年底,公司现金及现金等价物为9781万元,流动负债为4.662亿元。从营收来看,趣活一直对即时配送业务有着重度依赖。留给趣活的时间已经不多了,无论是“难产”的年报,还是手中的现金。","content":"<html><body><p>在疫情为一众外卖企业带来业绩利好的同时,一家本应受益于外卖行业的中概股股价却迟迟没有起色。</p><p>于2020年登陆纳斯达克的<a href=\"https://laohu8.com/S/QH\">趣活</a>(QH.US)一直被称为灵活用工市场的“包工头”,为包括美团、饿了么、滴滴在内的大型生活服务平台提供灵活用工解决方案,业务涵盖外卖即时配送、网约车司机管理、保洁家政、共享单车运维等多个场景。</p><p>两年前,当趣活推开美股的大门时,也曾拥有“高光时刻”:上市首日开盘价15.31美元/股,盘中一度暴涨102.6%,并三度触发熔断。但随后就一路下行,截至8月10日股价为0.43美元,较开盘价已经跌去97%。</p><p>2021年7月,七部门联合印发《关于落实网络餐饮平台责任切实维护外卖送餐员权益的指导意见》(简称《意见》),对外卖员社保缴纳、准时率确定以及订单饱和度等七方面提出要求。新政落地,无疑为趣活的未来增添了更多变数。</p><p>前三季度净利下降913% 只增营收不增利?</p><p>从趣活往年披露的业绩来看,公司近年来一直面临着“增收不增利”的困境。在2017-2020年间,公司营收分别为6.548亿元、14.74亿元、20.56亿元和25.81亿元,尽管持续增长,但增速有所放缓,年同比增长率从2018年的125.11%下降至2020年的25.54%。</p><p>据智通财经APP了解,营收增长的同时,公司的利润水平却不太稳定,在2020年才首次实现扭亏为盈。</p><p><img src=\"https://img.zhitongcaijing.com/image/20220810/1660133299813468.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1660133299813468.png\"/></p><p><img src=\"https://img.zhitongcaijing.com/image/20220810/1660133305530101.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1660133305530101.png\"/></p><p>2021年公司是否能够延续业绩好转的势头,将成为投资者关注的重点。虽然目前趣活还未披露2021年全年财报,但从前三季度的数据中却可以猜测一二。</p><p>2021年前三季度,公司营收分别为8.465亿元、9.918亿元和11.05亿元,归母净利润分别为-8053万元、-3095万元和2492万元。以前三季度整体业绩计算,前三季度营收增长72%至29.4亿元,归母净利下降913%亏损8656万元。第四季度,趣活需要录得至少8999万元的净利润,才能够在全年净利润上收获同比增长。这样看来,2021年趣活归母净利润大概率依然亏损。</p><p>值得一提的是,在2021年一季度,公司亏损的8053万元几乎是2018年全年亏损的两倍。如此大笔投入所为何事?对此,趣活给出的解释是业务扩张所致的“战略性亏损”。</p><p>公司方面表示,2021年第一季度公司战略性亏损,主要是为了利用自身头部优势快速增加市场份额,利用持续运营来逐步增厚利润;而在第三季度,业务扩张导致公司成本增加,招聘费用和设备成本均有所上升,该季度收入成本为10.6亿元,同比增长53%,高于同期的营收增长率。</p><p>除了营收的稳健增长外,业务和用户数量方面的良好表现也可以作为公司这一说法的佐证。据披露,截至2021年10月,趣活全平台注册人数高达38万,Q3平均每月送货订单数量为5310万份,同比增长59%;趣活的服务范围已拓展至全国131个城市的1231个商圈,去年同期为81个城市的1067个商圈。</p><p>研发费用亦是拖累公司利润的因素之一。2017-2020年,公司研发费用分别为322.2万元、670.2万元、973万元和1310万元,呈逐步增长趋势。</p><p>从长远发展来看,无论是业务扩张还是研发费用的增长,都可以为公司带来长期利好。美中不足的是,公司盈利能力始终差强人意:2017-2020年,公司销售毛利率分别为4.37%、7.91%、7.89%和7.46%,处于较低水平。</p><p>实际上,偏低的毛利率也与公司自身定位有着一定关系。公开资料显示,趣活的客户群体包括美团、饿了么、滴滴、KFC、安歆集团等行业龙头,而趣活的业务本质则是为客户提供劳力的中介平台,其议价能力相对有限。</p><p>据智通财经APP了解,公司财务状况也较为吃紧。截至2020年年底,公司现金及现金等价物为9781万元,流动负债为4.662亿元。</p><p>营收来源单一 业务多元化尚处起步</p><p>在业务结构方面,“业务结构单一”已经成为长期摆在趣活面前的重大难题。</p><p>从营收来看,趣活一直对即时配送业务有着重度依赖。2021年第三季度,公司即时配送解决方案业务营收为10.5亿元,营收占比为95%。此前的2017年至2019年,趣活即时餐饮配送的收入占比分别为100%、98%和98.6%。</p><p>在疫情影响下,即时配送业务录得了同比增长38%的较高增速,并将原餐饮即时配送业务拓展到商超零售配送,目前已覆盖外卖配送、集约配送、买菜配送、校园配送、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>取餐柜业务等多服务场景。</p><p>在主业之外,趣活正不断拓宽业务边界,挖掘更多增长曲线。其中,移动服务解决方案业务(包括共享单车、网约车和货运服务等)营收为3460万元,同比增长365%;家政及住宿解决方案业务营收2190万元,同比增长538%,主要得益于趣活以1.33亿元收购了专为酒店、民宿提供灵活用工的互联网平台来来信息科技(深圳)有限公司,将业务拓展到了酒店保洁场景。</p><p>趣活正力图把家政服务打造成为公司新的增长点。2021年早些时候,趣活宣布与社区物联网服务平台格美特合作,推出了面向社区家庭的服务平台“来真格”,希望把家政服务业务从酒店、餐厅拓展到社区家政服务领域。</p><p>从行业增速来看,趣活显然找到了一个蓬勃发展的新风口。艾媒咨询报告显示,2015年至2020年中国家政服务业市场规模逐年稳步增长,2015-2020年间同比增速约为26.0%,2021年已突破1亿元,2022年潜在市场规模预计达10890万元。</p><p>据智通财经APP了解,在政策端方面,国家发改委日前发布《促进家政服务业提质扩容2022年工作要点》,围绕提高社区家政服务便利高效性、聚焦重点人群加大服务供给等方面提出了进一步要求,推动家政服务业高质量发展。</p><p><img src=\"https://img.zhitongcaijing.com/image/20220810/1660133326901087.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1660133326901087.png\"/></p><p>在居民收入水平提高、老龄化程度加深、二胎政策等多重因素的影响下,家政服务显然是一个潜力巨大的朝阳产业,并且存在较大的人才缺口。不过,从to B转向to C,并没有那么简单。</p><p>与送外卖仅需要一辆车、一部手机不同,家政服务从业人员需要标准化的培训体系与技术指导,参差不齐的家政服务员质量所导致的用户投诉率高、宣传与实际不符等问题是许多尝试过家政服务的消费者的痛点。</p><p>此外,在行业发展不规范、集中度低、缺乏龙头企业的市场现状下,以“烧钱”的价格战打法吸引客户也是许多新进者常用的手段,而这无疑会加剧趣活的利润压力。</p><p>小结</p><p>综合趣活各方面业务来看,尽管公司在多元化收入方面已经做出努力,但新兴业务营收占比依然较小,还有很长一段路要走。目前,公司股价受到中概股整体信心下降、业绩表现不太乐观的双重压力,而在政策端方面,《意见》提出要合理确定企业与劳动者的权利义务,也将一定程度上压缩公司的利润空间。</p><p>留给趣活的时间已经不多了,无论是“难产”的年报,还是手中的现金。</p></body></html>","source":"stock_zhitongcaijing","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>高营收低毛利,“外卖员包工头”趣活(QH.US)何时走出亏损“怪圈”?</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高营收低毛利,“外卖员包工头”趣活(QH.US)何时走出亏损“怪圈”?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-10 20:05 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/769327.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在疫情为一众外卖企业带来业绩利好的同时,一家本应受益于外卖行业的中概股股价却迟迟没有起色。于2020年登陆纳斯达克的趣活(QH.US)一直被称为灵活用工市场的“包工头”,为包括美团、饿了么、滴滴在内的大型生活服务平台提供灵活用工解决方案,业务涵盖外卖即时配送、网约车司机管理、保洁家政、共享单车运维等多个场景。两年前,当趣活推开美股的大门时,也曾拥有“高光时刻”:上市首日开盘价15.31美元/股,...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/769327.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QH":"趣活"},"source_url":"http://www.zhitongcaijing.com/content/detail/769327.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2258318213","content_text":"在疫情为一众外卖企业带来业绩利好的同时,一家本应受益于外卖行业的中概股股价却迟迟没有起色。于2020年登陆纳斯达克的趣活(QH.US)一直被称为灵活用工市场的“包工头”,为包括美团、饿了么、滴滴在内的大型生活服务平台提供灵活用工解决方案,业务涵盖外卖即时配送、网约车司机管理、保洁家政、共享单车运维等多个场景。两年前,当趣活推开美股的大门时,也曾拥有“高光时刻”:上市首日开盘价15.31美元/股,盘中一度暴涨102.6%,并三度触发熔断。但随后就一路下行,截至8月10日股价为0.43美元,较开盘价已经跌去97%。2021年7月,七部门联合印发《关于落实网络餐饮平台责任切实维护外卖送餐员权益的指导意见》(简称《意见》),对外卖员社保缴纳、准时率确定以及订单饱和度等七方面提出要求。新政落地,无疑为趣活的未来增添了更多变数。前三季度净利下降913% 只增营收不增利?从趣活往年披露的业绩来看,公司近年来一直面临着“增收不增利”的困境。在2017-2020年间,公司营收分别为6.548亿元、14.74亿元、20.56亿元和25.81亿元,尽管持续增长,但增速有所放缓,年同比增长率从2018年的125.11%下降至2020年的25.54%。据智通财经APP了解,营收增长的同时,公司的利润水平却不太稳定,在2020年才首次实现扭亏为盈。2021年公司是否能够延续业绩好转的势头,将成为投资者关注的重点。虽然目前趣活还未披露2021年全年财报,但从前三季度的数据中却可以猜测一二。2021年前三季度,公司营收分别为8.465亿元、9.918亿元和11.05亿元,归母净利润分别为-8053万元、-3095万元和2492万元。以前三季度整体业绩计算,前三季度营收增长72%至29.4亿元,归母净利下降913%亏损8656万元。第四季度,趣活需要录得至少8999万元的净利润,才能够在全年净利润上收获同比增长。这样看来,2021年趣活归母净利润大概率依然亏损。值得一提的是,在2021年一季度,公司亏损的8053万元几乎是2018年全年亏损的两倍。如此大笔投入所为何事?对此,趣活给出的解释是业务扩张所致的“战略性亏损”。公司方面表示,2021年第一季度公司战略性亏损,主要是为了利用自身头部优势快速增加市场份额,利用持续运营来逐步增厚利润;而在第三季度,业务扩张导致公司成本增加,招聘费用和设备成本均有所上升,该季度收入成本为10.6亿元,同比增长53%,高于同期的营收增长率。除了营收的稳健增长外,业务和用户数量方面的良好表现也可以作为公司这一说法的佐证。据披露,截至2021年10月,趣活全平台注册人数高达38万,Q3平均每月送货订单数量为5310万份,同比增长59%;趣活的服务范围已拓展至全国131个城市的1231个商圈,去年同期为81个城市的1067个商圈。研发费用亦是拖累公司利润的因素之一。2017-2020年,公司研发费用分别为322.2万元、670.2万元、973万元和1310万元,呈逐步增长趋势。从长远发展来看,无论是业务扩张还是研发费用的增长,都可以为公司带来长期利好。美中不足的是,公司盈利能力始终差强人意:2017-2020年,公司销售毛利率分别为4.37%、7.91%、7.89%和7.46%,处于较低水平。实际上,偏低的毛利率也与公司自身定位有着一定关系。公开资料显示,趣活的客户群体包括美团、饿了么、滴滴、KFC、安歆集团等行业龙头,而趣活的业务本质则是为客户提供劳力的中介平台,其议价能力相对有限。据智通财经APP了解,公司财务状况也较为吃紧。截至2020年年底,公司现金及现金等价物为9781万元,流动负债为4.662亿元。营收来源单一 业务多元化尚处起步在业务结构方面,“业务结构单一”已经成为长期摆在趣活面前的重大难题。从营收来看,趣活一直对即时配送业务有着重度依赖。2021年第三季度,公司即时配送解决方案业务营收为10.5亿元,营收占比为95%。此前的2017年至2019年,趣活即时餐饮配送的收入占比分别为100%、98%和98.6%。在疫情影响下,即时配送业务录得了同比增长38%的较高增速,并将原餐饮即时配送业务拓展到商超零售配送,目前已覆盖外卖配送、集约配送、买菜配送、校园配送、智能取餐柜业务等多服务场景。在主业之外,趣活正不断拓宽业务边界,挖掘更多增长曲线。其中,移动服务解决方案业务(包括共享单车、网约车和货运服务等)营收为3460万元,同比增长365%;家政及住宿解决方案业务营收2190万元,同比增长538%,主要得益于趣活以1.33亿元收购了专为酒店、民宿提供灵活用工的互联网平台来来信息科技(深圳)有限公司,将业务拓展到了酒店保洁场景。趣活正力图把家政服务打造成为公司新的增长点。2021年早些时候,趣活宣布与社区物联网服务平台格美特合作,推出了面向社区家庭的服务平台“来真格”,希望把家政服务业务从酒店、餐厅拓展到社区家政服务领域。从行业增速来看,趣活显然找到了一个蓬勃发展的新风口。艾媒咨询报告显示,2015年至2020年中国家政服务业市场规模逐年稳步增长,2015-2020年间同比增速约为26.0%,2021年已突破1亿元,2022年潜在市场规模预计达10890万元。据智通财经APP了解,在政策端方面,国家发改委日前发布《促进家政服务业提质扩容2022年工作要点》,围绕提高社区家政服务便利高效性、聚焦重点人群加大服务供给等方面提出了进一步要求,推动家政服务业高质量发展。在居民收入水平提高、老龄化程度加深、二胎政策等多重因素的影响下,家政服务显然是一个潜力巨大的朝阳产业,并且存在较大的人才缺口。不过,从to B转向to C,并没有那么简单。与送外卖仅需要一辆车、一部手机不同,家政服务从业人员需要标准化的培训体系与技术指导,参差不齐的家政服务员质量所导致的用户投诉率高、宣传与实际不符等问题是许多尝试过家政服务的消费者的痛点。此外,在行业发展不规范、集中度低、缺乏龙头企业的市场现状下,以“烧钱”的价格战打法吸引客户也是许多新进者常用的手段,而这无疑会加剧趣活的利润压力。小结综合趣活各方面业务来看,尽管公司在多元化收入方面已经做出努力,但新兴业务营收占比依然较小,还有很长一段路要走。目前,公司股价受到中概股整体信心下降、业绩表现不太乐观的双重压力,而在政策端方面,《意见》提出要合理确定企业与劳动者的权利义务,也将一定程度上压缩公司的利润空间。留给趣活的时间已经不多了,无论是“难产”的年报,还是手中的现金。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680531268,"gmtCreate":1655131016858,"gmtModify":1704861243884,"author":{"id":"3434151822179978","authorId":"3434151822179978","name":"雍兴","avatar":"https://static.tigerbbs.com/3ef3d9bebd0761edb136b050b76008f3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3434151822179978","authorIdStr":"3434151822179978"},"themes":[],"htmlText":"一堆废柴公司。","listText":"一堆废柴公司。","text":"一堆废柴公司。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/680531268","repostId":"2241070187","repostType":2,"repost":{"id":"2241070187","pubTimestamp":1654608669,"share":"https://www.laohu8.com/m/news/2241070187?lang=&edition=full","pubTime":"2022-06-07 21:31","market":"us","language":"zh","title":"趣活股价上涨36.34% 市值涨778.95万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2241070187","media":"自选股智能写手","summary":"北京时间2022年06月07日21时31分,趣活股票出现异动,股价快速上涨36.34%。截至发稿,该股报0.484美元/股,成交量5.1505万股,换手率0.12%,振幅48.73%。趣活股票所在的软件服务行业中,整体跌幅为0.87%。其相关个股中,趣活、My Size Inc、Gitlab Inc涨幅较大,宏桥高科、Bynd Cannasoft Enterprises Inc、Riot Blockchain Inc较为活跃,换手率分别为2.41%、0.74%、0.70%,振幅较大的相关个股有趣活、Fast Radius Inc、Bynd Cannasoft Enterprises Inc,振幅分别为48.73%、13.44%、10.37%。","content":"<html><body><article><p>北京时间2022年06月07日21时31分,<a href=\"https://laohu8.com/S/QH\">趣活</a>(QH.us)股票出现异动,股价快速上涨36.34%。截至发稿,该股报0.484美元/股,成交量5.1505万股,<span>换手率</span>0.12%,振幅48.73%。</p><p>最近的财报数据显示,该股实现<span>营业收入</span>1.71亿美元,<span>净利润</span>3.85百万美元,<span>每股收益</span>0.09美元,<span>毛利</span>7.78百万美元,市盈率-2.03倍。</p><p>机构评级方面,在所有1家参与评级的机构中,100%的券商给予买入建议,无券商给予持有、卖出建议。</p><p>趣活股票所在的软件服务行业中,整体跌幅为0.87%。其相关个股中,趣活、My Size Inc、Gitlab Inc涨幅较大,<a href=\"https://laohu8.com/S/PBTS\">宏桥高科</a>、Bynd Cannasoft Enterprises Inc、Riot Blockchain Inc较为活跃,换手率分别为2.41%、0.74%、0.70%,振幅较大的相关个股有趣活、Fast Radius Inc、Bynd Cannasoft Enterprises Inc,振幅分别为48.73%、13.44%、10.37%。</p><p>趣活公司简介:趣活科技公司是中国的一家劳动力运营解决方案平台。该公司为具有电子商务风险的行业中的<span>蓝筹股</span>按需消费服务企业提供技术支持的端到端运营解决方案,包括食品配送、代驾服务、客房服务和自行车共享。它的全部收入来自中国。其收入分为按需交付解决方案;共享自行车维护解决方案;乘车解决方案;客房服务和其他服务。按需交付解决方案是公司的主要收入驱动因素。</p><p>(以上内容为自选股<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>机器写手Money Call完成,仅作为用户看盘参考,不作为交易依据。)</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>趣活股价上涨36.34% 市值涨778.95万美元</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022060721311081f67030&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022060721311081f67030&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2241070187","content_text":"北京时间2022年06月07日21时31分,趣活(QH.us)股票出现异动,股价快速上涨36.34%。截至发稿,该股报0.484美元/股,成交量5.1505万股,换手率0.12%,振幅48.73%。最近的财报数据显示,该股实现营业收入1.71亿美元,净利润3.85百万美元,每股收益0.09美元,毛利7.78百万美元,市盈率-2.03倍。机构评级方面,在所有1家参与评级的机构中,100%的券商给予买入建议,无券商给予持有、卖出建议。趣活股票所在的软件服务行业中,整体跌幅为0.87%。其相关个股中,趣活、My Size Inc、Gitlab Inc涨幅较大,宏桥高科、Bynd Cannasoft Enterprises Inc、Riot Blockchain Inc较为活跃,换手率分别为2.41%、0.74%、0.70%,振幅较大的相关个股有趣活、Fast Radius Inc、Bynd Cannasoft Enterprises 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