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守望高新
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优质果冻
2023-08-17
$富敦美元货币市场基金(SGXZ99103178.USD)$
买的人多吗?大家都来分享一下?尤其买的早的朋友
优质果冻
2023-10-19
$Bitdeer Technologies Group(BTDR)$
市值直奔嘉楠科技而来,这是谁在抛售?
优质果冻
2020-01-21
$力量能源(01277)$
三年了
优质果冻
2020-03-11
$老虎证券(TIGR)$
大跌有机会我不相信老虎会倒闭,所以这时候买才是好机会。特斯拉去年没上车,今年老虎给机会
优质果冻
2020-02-04
$特斯拉(TSLA)$
机构转身舔特斯拉就如同一年多前玩命做空特斯拉搞死马斯克一个样子,都是非常的坚决
优质果冻
2020-01-27
$时代中国控股(01233)$
可惜地产股不是港股的宠儿。否则时代绝对是低估的地产股。3块多没有买,很大的失误
优质果冻
2020-02-04
$中国鼎益丰(00612)$
老虎没人关注这个票?
优质果冻
2020-01-26
$吉利汽车(00175)$
吉利过去两年都在11到18之间波动,大多数时候在12到15之间上下浮动。看今年的大环境,汽车销量不会更好,一年之内不会有什么大的爆发。
优质果冻
2020-02-14
$吉利汽车(00175)$
这不是沃尔沃第一次传出IPO的消息。2017年3月,《金融时报》报道称,沃尔沃计划从中国融资5亿美元,筹备上市。2018年,沃尔沃上市计划正式提上日程。吉利当时聘请包括花旗、高盛以及摩根士丹利等顶级投行为沃尔沃进行上市辅导,估值区间160亿至300亿美元。经过一番询价,机构投资者认为沃尔沃估值在120亿至180亿美元之间,低于吉利内部预期。沃尔沃随后以贸易环境不利、市场低迷为由,终止IPO计划。时隔不到两年,吉利试图通过重组方式,帮助沃尔沃整体上市。2月10日的吉利汽车公告显示,两家公司的讨论仍处于“初步阶段”,“没有具体的时间表和详细计划”。外界普遍认为,经历上一次无功而返,双方在关键问题上已经达成共识。“我们希望在2020年内把整合重组完成。”吉利控股集团副总裁杨学良在接受采访时表示。“沃尔沃上市是必然的,只是以什么样的形式,估值到底多少的问题。”兴业证券交运设备行业研究首席分析师王冠桥告诉《棱镜》。《棱镜》综合市场信息获悉,吉利汽车与沃尔沃实现财务并表之后,吉利汽车和沃尔沃现有的汽车业务、领克品牌80%以及极星品牌50%的资产有望注入新集团。领克是吉利和沃尔沃2017年合资成立的中高端汽车品牌,吉利汽车、沃尔沃汽车和吉利控股的持股比例分别是50%、30%和20%。极星(Polestar)成立于2015年,由吉利控股和沃尔沃按照50%:50%的比例合资成立,定位“高性能电动品牌”。一位汽车业内人士告诉《棱镜》,目前极星品牌估值约300亿元左右。吉利在声明中表示,合并之后依旧会保留吉利、沃尔沃、领克和极星品牌的独立性。鉴于吉利汽车和沃尔沃的规模,两家公司重组上市或许意味着董事会改组。在过去十年,沃尔沃虽是吉利100%持股的公司,但享有高度的管理层自治,该
优质果冻
2020-01-25
$力量能源(01277)$
力量能源作为传统行业的上市公司,目前优势是行业红利期,前期布局拥有较高的利润率和资本回报率。连续3年分红超过2分就是明证。随着煤炭产能的恢复和进口煤炭增加,煤炭价格下行,受制于产能规模,公司的绝对利润数量增长会受到影响。贵州力量煤矿的开发是否可以快去推进决定了该股未来的发展。如果规模增加,回报率不受影响。那么力量能源2020年有望有进一步的发展和增长。另外一个问题是大股东持股比例过大,影响机构和个人投资者的信心。希望力量两位老总有更好的安排帮助股价进入增长期,也算是对早期股东(买入价格一两块钱)有一个好的安排和交代。
优质果冻
2021-08-19
$361度(01361)$
中国体育品牌2021年开始爆发,经历多年的设计,渠道和产品的积累,经新疆棉事件引爆。四大品牌里安踏市值3000亿,李宁2000多亿,市盈率方面安踏100多,李宁60多,特步也有40多,361只有14不到,利润率和现金储备变现也很优异。有理由相信361的估值在修正过程中有很大的成长空间。
优质果冻
2021-08-19
但是市值不及李宁的30分之一
361度上半年业绩:营收净利双增长,但营收不及李宁三分之一
优质果冻
2020-06-07
2020/06/07 交易笔记 by 优质果冻
2020/06/07 成本 现价 浮动收益 中国智能集团(00395) 0.161 0.150 -6.64% 目前建仓做个短期波段可行
2020/06/07 交易笔记 by 优质果冻
优质果冻
2020-02-28
$道琼斯(.DJI)$
6天跌了4500点,叹为观止
优质果冻
2020-01-27
$特斯拉(TSLA)$
特斯拉选股是我去年比较失策的一个。没有对大形势和具体策略有一个准确的分析,要学的东西还很多,炒股路漫漫,逆水行舟,不进则退
优质果冻
2023-12-20
$嘉楠科技(CAN)$
嫉妒那几个翻倍的兄弟,我踏马布局太早
优质果冻
2020-02-21
$老虎证券(TIGR)$
老虎的近况虽然不咋地,但是未来的潜力毋庸置疑。坚定持有,看看能不能干出奇迹
优质果冻
2020-01-25
$中国智能集团(00395)$
最近成交量一直不低。一毛多的机会难得。不知道还会维持多久
优质果冻
2019-03-21
$力量能源(01277)$ 今天发年报,派息值得期待。市盈率3点几的公司居然无人问津。每年派息都够吃香的喝辣的,没人炒也好。闷声发财
优质果冻
2020-02-23
$李宁(02331)$
市盈率相当高了
去老虎APP查看更多动态
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[流泪] [流泪] ","listText":"港股割起韭菜来也是毫不手软[流泪] [流泪] [流泪] ","text":"港股割起韭菜来也是毫不手软[流泪] [流泪] [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209123908513976","repostId":"2359898928","repostType":2,"repost":{"id":"2359898928","pubTimestamp":1692078601,"share":"https://www.laohu8.com/m/news/2359898928?lang=&edition=full","pubTime":"2023-08-15 13:50","market":"hk","language":"zh","title":"港股异动丨361度绩后跳水大跌23% 股价创逾一个月新低","url":"https://stock-news.laohu8.com/highlight/detail?id=2359898928","media":"格隆汇资讯","summary":"361度(1361.HK)午后跳水,一度大跌23%至3.8港元,股价创今年7月13日以来逾一个月新低。361度今日午间披露2023年度中期业绩,期内实现收益43.12亿元(人民币,下同),同比增长18.0%;权益持有人应占纯利7.04亿元,同比增长27.7%;基本每股盈利34.0分。董事会已建议派发截至回顾期内的中期股息每股普通股6.5港仙(相当于人民币6.0分),派息比率达到17.6%,而上年同期不派息。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/01361\">361度</a>(1361.HK)午后跳水,一度大跌23%至3.8港元,股价创今年7月13日以来逾一个月新低。361度今日午间披露2023年度中期业绩,期内实现收益43.12亿元(人民币,下同),同比增长18.0%;权益持有人应占纯利7.04亿元,同比增长27.7%;基本每股盈利34.0分。董事会已建议派发截至回顾期内的中期股息每股普通股6.5港仙(相当于人民币6.0分),派息比率达到17.6%,而上年同期不派息。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20230815135003907v201w6b9niy106b\"/></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>港股异动丨361度绩后跳水大跌23% 股价创逾一个月新低</title>\n<style 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}\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港股异动丨361度绩后跳水大跌23% 股价创逾一个月新低\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-15 13:50 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202308151350078416efa6&s=b><strong>格隆汇资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>361度(1361.HK)午后跳水,一度大跌23%至3.8港元,股价创今年7月13日以来逾一个月新低。361度今日午间披露2023年度中期业绩,期内实现收益43.12亿元(人民币,下同),同比增长18.0%;权益持有人应占纯利7.04亿元,同比增长27.7%;基本每股盈利34.0分。董事会已建议派发截至回顾期内的中期股息每股普通股6.5港仙(相当于人民币6.0分),派息比率达到17.6%,而上年...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202308151350078416efa6&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1227":"服装、服饰与奢侈品","01361":"361度","BK1500":"做空集合股","BK1512":"体育用品"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202308151350078416efa6&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2359898928","content_text":"361度(1361.HK)午后跳水,一度大跌23%至3.8港元,股价创今年7月13日以来逾一个月新低。361度今日午间披露2023年度中期业绩,期内实现收益43.12亿元(人民币,下同),同比增长18.0%;权益持有人应占纯利7.04亿元,同比增长27.7%;基本每股盈利34.0分。董事会已建议派发截至回顾期内的中期股息每股普通股6.5港仙(相当于人民币6.0分),派息比率达到17.6%,而上年同期不派息。","news_type":1},"isVote":1,"tweetType":1,"viewCount":968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":688099357,"gmtCreate":1657205114781,"gmtModify":1704866881652,"author":{"id":"3440514526131636","authorId":"3440514526131636","name":"优质果冻","avatar":"https://static.laohu8.com/3ffb50daae53ead42f2d270b5c62cdde","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3440514526131636","authorIdStr":"3440514526131636"},"themes":[],"htmlText":"写这文章的人缺乏常识吧?比特币造富的程度黄金能比吗?","listText":"写这文章的人缺乏常识吧?比特币造富的程度黄金能比吗?","text":"写这文章的人缺乏常识吧?比特币造富的程度黄金能比吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/688099357","repostId":"1122632851","repostType":2,"repost":{"id":"1122632851","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1657199498,"share":"https://www.laohu8.com/m/news/1122632851?lang=&edition=full","pubTime":"2022-07-07 21:11","market":"us","language":"zh","title":"比特币:曾经的“数字黄金”,如今的“数字钻石”?","url":"https://stock-news.laohu8.com/highlight/detail?id=1122632851","media":"华尔街见闻","summary":"与钻石类似,营销占了比特币价值中的“大头”。随着流动性退潮引发币灾,比特币“数字黄金”神话越发黯淡。德银分析师 Laboure 和 Pozdnyakova 认为,数字货币更像是一种高度营销的商品——钻","content":"<html><head></head><body><blockquote>与钻石类似,营销占了比特币价值中的“大头”。</blockquote><p>随着流动性退潮引发币灾,比特币“数字黄金”神话越发黯淡。</p><p>德银分析师 Laboure 和 Pozdnyakova 认为,<b>数字货币更像是一种高度营销的商品——钻石,而非历经时间考验的稳定避险资产——黄金。</b></p><p>两位分析师在近期的一份研报中写道,过去十年,发达市场的量化宽松政策增加了市场的流动性,也助推了加密货币的普及。但随着美联储等主要央行收紧货币供应,<b>短期来看加密货币的“自由落体”可能会持续,比特币价格的下行压力可能“才刚刚开始”。</b></p><p>长期来看,Laboure 认为,考虑到比特币与风险资产间的高度相关性,若标普500指数回升,比特币不排除有回升的可能。</p><p>自2022年3月美联储首次加息以来,比特币已经下跌了46%,更广泛的彭博加密指数下跌了51%。年初至今,比特币跌近60%。</p><p><img src=\"https://static.tigerbbs.com/8e9e8c8dcee688ebea78b120931dad5e\" tg-width=\"677\" tg-height=\"424\" referrerpolicy=\"no-referrer\"/></p><p><b>曾经的“数字黄金”,如今的“数字钻石”?</b></p><p>历史经验表明,越是在市场波动和地缘政治风险严重的条件下,黄金的“避险属性”似乎就越得以凸显。近年来,比特币等加密货币因其“去中心化”的一度享有“数字黄金”的美名。</p><p>然而,随着流动性退潮引发币灾,比特币“数字黄金”神话黯淡。数据显示,现货黄金年内小幅下跌2.3%,而同期比特币暴跌近60%。</p><p><img src=\"https://static.tigerbbs.com/71c24bd317ae1c2f17e6a2ad6bab5f6e\" tg-width=\"564\" tg-height=\"352\" referrerpolicy=\"no-referrer\"/></p><p><b>这一背景下,德银分析师 Laboure 与 Pozdnyakova 表示,与“数字黄金”相比,用“数字钻石”来描述比特币更合适——与钻石类似,营销占了比特币价值中的“大头”。</b></p><p>为了详细阐述这一点,两位分析师讲述了钻石巨头戴比尔斯(De Beers)发家故事。研报提及,戴比尔斯通过广告宣传改变了消费者对钻石的看法,打造了 “钻石恒久远,一颗永流传”的神话。两人写道:</p><blockquote>“通过营销一个理念而不是一种产品,他们为每年720亿美元的钻石行业打下了坚实的基础,在过去80年里,他们一直统治着这个行业。钻石如此,包括比特币在内的许多商品和服务也如此。”</blockquote><p>Laboure 与 Pozdnyakova 还指出,比特币作为“支付手段”不会成为主流,原因有二,一是接受加密货币的商家数量仍然很少,二是价格波动使其不太可靠。同时,比特币作为“替代资产”的想法也不可靠,因为其与纳指、标普500等风险资产的相关性越来越高。</p><p><img src=\"https://static.tigerbbs.com/e65df4e4c4da12767c4e867aece4e19a\" tg-width=\"838\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><p><b>比特币价格背后的主要驱动因素</b></p><p>五年前,一枚比特币的价格为1000美元左右。2021年11月,一个比特币的价格已经飙升到了6.7万美元。今天,它的价格徘徊在2万美元左右。那么,其真实的价格究竟是多少呢?影响币价起伏的主要因素又是什么呢?</p><p>Laboure 认为,可从“非理性因素”与“理性因素”两个角度来看。</p><p>他认为,前者主要由心理因素主导——“比特币的价值将继续涨跌,取决于人们认为它的价值,”Laboure 认为这种现象即“小叮当效应”。换句话说,“比特币的价值完全是基于一厢情愿的想法”。</p><p>“理性因素”主要有四点:</p><blockquote><ul><li>供需关系:以比特币为例,供给是有限的,大约90%的比特币已经在市场流通。而机构、企业和消费者对比特币的需求也在增长。因此,价格存在上行压力。(换句话说,“饥饿营销”)</li><li>流动性:与整体价值和流通中的比特币数量相比,比特币的流动性较低。德银调查显示,在过去三个月中,用作支付手段的比特币数量不足所有比特币交易的2%。</li><li>持仓高度集中:0.04%的地址持有超过60%的比特币,前十个地址持有大约6%的代币。相比之下,包括 Square 和 Coinbase 等公开持有比特币的上市公司仅持有比特币总供应量的1.2%。(换句话说,有庄家)</li><li>各平台、交易所缺乏通用标准:数以百计的加密货币交易所以不同的费用和报价运作。</li></ul></blockquote><p>除此之外,Laboure 还提及,监管因素的作用也不可忽略。</p><p><img src=\"https://static.tigerbbs.com/e8b0d69e0307c92866098d4e31f2078d\" tg-width=\"1024\" tg-height=\"354\" referrerpolicy=\"no-referrer\"/></p><p><b>短期冲击剧烈,长期不排除上涨可能</b></p><p>近期,数字货币市场日益动荡,部分数字资产对冲基金和贷款机构破产消息屡屡传出。</p><p>Laboure 认为,加密货币近期的“自由落体”可能会持续下去。由于没有类似股票定价模型的通用模型对此类复杂资产进行定价,叠加数字货币市场高度分散,加密货币世界的“流动性危机”仍可能持续。</p><p>同时,考虑到美联储紧缩周期仍未结束、欧洲央行尚未启动加息政策、日本央行面临的市场压力甚至在加剧传统避险市场的动荡,叠加近期市场对经济衰退担忧加剧等宏观因素,投机市场面临的冲击非常大。Laboure 表示:</p><blockquote>“额外的宏观经济冲击可能会冲击加密货币近期的低点,并重新点燃DeFi(去中心化)生态系统的传染风险。”</blockquote><p>长期来看,Laboure 认为,考虑到比特币与风险资产间的高度相关性,若标普500指数年底回升至4750点,以2022年来比特币与该指数日频率数据下1.45的beta值计算,比特币有回升至2.7万美元上方的可能。“但即便如此,仍不到去年11月峰值的一半”,Laboure 写道。</p><p><img src=\"https://static.tigerbbs.com/3e242ed45be781ec1bcf97d559019994\" tg-width=\"842\" tg-height=\"247\" referrerpolicy=\"no-referrer\"/></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>比特币:曾经的“数字黄金”,如今的“数字钻石”?</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比特币:曾经的“数字黄金”,如今的“数字钻石”?\n</h2>\n\n<h4 class=\"meta\">\n\n2022-07-07 21:11 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>与钻石类似,营销占了比特币价值中的“大头”。随着流动性退潮引发币灾,比特币“数字黄金”神话越发黯淡。德银分析师 Laboure 和 Pozdnyakova 认为,数字货币更像是一种高度营销的商品——钻石,而非历经时间考验的稳定避险资产——黄金。两位分析师在近期的一份研报中写道,过去十年,发达市场的量化宽松政策增加了市场的流动性,也助推了加密货币的普及。但随着美联储等主要央行收紧货币供应,短期来看...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/962be253ee7459c393769e9105cb1429","relate_stocks":{"159831":"黄金","159934":"黄金ETF","518880":"黄金ETF","BK4526":"热门中概股","GDX":"黄金矿业ETF-VanEck","IAU":"黄金信托ETF(iShares)","EBON":"亿邦国际","NUGT":"二倍做多黄金矿业指数ETF-Direxion","CAN":"嘉楠科技","BK4170":"电脑硬件、储存设备及电脑周边","DUST":"二倍做空黄金矿业指数ETF-Direxion","GLD":"SPDR黄金ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122632851","content_text":"与钻石类似,营销占了比特币价值中的“大头”。随着流动性退潮引发币灾,比特币“数字黄金”神话越发黯淡。德银分析师 Laboure 和 Pozdnyakova 认为,数字货币更像是一种高度营销的商品——钻石,而非历经时间考验的稳定避险资产——黄金。两位分析师在近期的一份研报中写道,过去十年,发达市场的量化宽松政策增加了市场的流动性,也助推了加密货币的普及。但随着美联储等主要央行收紧货币供应,短期来看加密货币的“自由落体”可能会持续,比特币价格的下行压力可能“才刚刚开始”。长期来看,Laboure 认为,考虑到比特币与风险资产间的高度相关性,若标普500指数回升,比特币不排除有回升的可能。自2022年3月美联储首次加息以来,比特币已经下跌了46%,更广泛的彭博加密指数下跌了51%。年初至今,比特币跌近60%。曾经的“数字黄金”,如今的“数字钻石”?历史经验表明,越是在市场波动和地缘政治风险严重的条件下,黄金的“避险属性”似乎就越得以凸显。近年来,比特币等加密货币因其“去中心化”的一度享有“数字黄金”的美名。然而,随着流动性退潮引发币灾,比特币“数字黄金”神话黯淡。数据显示,现货黄金年内小幅下跌2.3%,而同期比特币暴跌近60%。这一背景下,德银分析师 Laboure 与 Pozdnyakova 表示,与“数字黄金”相比,用“数字钻石”来描述比特币更合适——与钻石类似,营销占了比特币价值中的“大头”。为了详细阐述这一点,两位分析师讲述了钻石巨头戴比尔斯(De Beers)发家故事。研报提及,戴比尔斯通过广告宣传改变了消费者对钻石的看法,打造了 “钻石恒久远,一颗永流传”的神话。两人写道:“通过营销一个理念而不是一种产品,他们为每年720亿美元的钻石行业打下了坚实的基础,在过去80年里,他们一直统治着这个行业。钻石如此,包括比特币在内的许多商品和服务也如此。”Laboure 与 Pozdnyakova 还指出,比特币作为“支付手段”不会成为主流,原因有二,一是接受加密货币的商家数量仍然很少,二是价格波动使其不太可靠。同时,比特币作为“替代资产”的想法也不可靠,因为其与纳指、标普500等风险资产的相关性越来越高。比特币价格背后的主要驱动因素五年前,一枚比特币的价格为1000美元左右。2021年11月,一个比特币的价格已经飙升到了6.7万美元。今天,它的价格徘徊在2万美元左右。那么,其真实的价格究竟是多少呢?影响币价起伏的主要因素又是什么呢?Laboure 认为,可从“非理性因素”与“理性因素”两个角度来看。他认为,前者主要由心理因素主导——“比特币的价值将继续涨跌,取决于人们认为它的价值,”Laboure 认为这种现象即“小叮当效应”。换句话说,“比特币的价值完全是基于一厢情愿的想法”。“理性因素”主要有四点:供需关系:以比特币为例,供给是有限的,大约90%的比特币已经在市场流通。而机构、企业和消费者对比特币的需求也在增长。因此,价格存在上行压力。(换句话说,“饥饿营销”)流动性:与整体价值和流通中的比特币数量相比,比特币的流动性较低。德银调查显示,在过去三个月中,用作支付手段的比特币数量不足所有比特币交易的2%。持仓高度集中:0.04%的地址持有超过60%的比特币,前十个地址持有大约6%的代币。相比之下,包括 Square 和 Coinbase 等公开持有比特币的上市公司仅持有比特币总供应量的1.2%。(换句话说,有庄家)各平台、交易所缺乏通用标准:数以百计的加密货币交易所以不同的费用和报价运作。除此之外,Laboure 还提及,监管因素的作用也不可忽略。短期冲击剧烈,长期不排除上涨可能近期,数字货币市场日益动荡,部分数字资产对冲基金和贷款机构破产消息屡屡传出。Laboure 认为,加密货币近期的“自由落体”可能会持续下去。由于没有类似股票定价模型的通用模型对此类复杂资产进行定价,叠加数字货币市场高度分散,加密货币世界的“流动性危机”仍可能持续。同时,考虑到美联储紧缩周期仍未结束、欧洲央行尚未启动加息政策、日本央行面临的市场压力甚至在加剧传统避险市场的动荡,叠加近期市场对经济衰退担忧加剧等宏观因素,投机市场面临的冲击非常大。Laboure 表示:“额外的宏观经济冲击可能会冲击加密货币近期的低点,并重新点燃DeFi(去中心化)生态系统的传染风险。”长期来看,Laboure 认为,考虑到比特币与风险资产间的高度相关性,若标普500指数年底回升至4750点,以2022年来比特币与该指数日频率数据下1.45的beta值计算,比特币有回升至2.7万美元上方的可能。“但即便如此,仍不到去年11月峰值的一半”,Laboure 写道。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":683711142,"gmtCreate":1656500711191,"gmtModify":1704865034323,"author":{"id":"3440514526131636","authorId":"3440514526131636","name":"优质果冻","avatar":"https://static.laohu8.com/3ffb50daae53ead42f2d270b5c62cdde","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3440514526131636","authorIdStr":"3440514526131636"},"themes":[],"htmlText":"耐克目前的产品力,真的很难说服我来给他买单[呆住] ","listText":"耐克目前的产品力,真的很难说服我来给他买单[呆住] ","text":"耐克目前的产品力,真的很难说服我来给他买单[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683711142","repostId":"1134977837","repostType":2,"isVote":1,"tweetType":1,"viewCount":1159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692970562,"gmtCreate":1640835176211,"gmtModify":1640835176211,"author":{"id":"3440514526131636","authorId":"3440514526131636","name":"优质果冻","avatar":"https://static.laohu8.com/3ffb50daae53ead42f2d270b5c62cdde","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3440514526131636","authorIdStr":"3440514526131636"},"themes":[],"htmlText":"不太懂,有啥炫耀的?","listText":"不太懂,有啥炫耀的?","text":"不太懂,有啥炫耀的?","images":[{"img":"https://static.tigerbbs.com/cb32eace703fbff32a3270455cfd5d12","width":"1228","height":"1875"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692970562","isVote":1,"tweetType":1,"viewCount":1488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":880429133,"gmtCreate":1631073861722,"gmtModify":1631073861722,"author":{"id":"3440514526131636","authorId":"3440514526131636","name":"优质果冻","avatar":"https://static.laohu8.com/3ffb50daae53ead42f2d270b5c62cdde","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3440514526131636","authorIdStr":"3440514526131636"},"themes":[],"htmlText":"一两年内赛道价值不变,361的成长性应该会跑赢行业平均水平","listText":"一两年内赛道价值不变,361的成长性应该会跑赢行业平均水平","text":"一两年内赛道价值不变,361的成长性应该会跑赢行业平均水平","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/880429133","repostId":"2165935003","repostType":2,"repost":{"id":"2165935003","pubTimestamp":1631051219,"share":"https://www.laohu8.com/m/news/2165935003?lang=&edition=full","pubTime":"2021-09-08 05:46","market":"hk","language":"zh","title":"361度再现增长 值博率更胜安踏李宁?","url":"https://stock-news.laohu8.com/highlight/detail?id=2165935003","media":"金融界","summary":"行业顺风刺激复苏去年疫情大流行,线下零售渠道大受打击,体育用品市场的增速明显减弱,361度在2020年的收入增长更由正转负。截至今年6月底,361度的门店有5,155间,当中有76.26%位于中国三线及三线以下城市。发展三线及以下地区是中国经济的长线方向之一,随着内循环、体育强国建设等有利内需扩张的措施逐步推进,361度有望受惠于强烈增长顺风。展望体育消费在国策下增长,361度的估值扩张空间吸引,有一定的长期价值。","content":"<html><body><article><p>来源:<a href=\"https://laohu8.com/S/JRJC\">金融界</a>网</p><p>体育用品股<a href=\"https://laohu8.com/S/01361\">361度</a>(SEHK:1361)公布今年上半年业绩,盈利大涨越3成,长线投资可买未?在体育用品股中会否较龙头更值博?</p><p><strong>行业顺风刺激复苏</strong></p><p>去年疫情大流行,线下零售渠道大受打击,体育用品市场的增速明显减弱,361度在2020年的收入增长更由正转负。可幸的是,随着疫情在内地控制得力,东京奥运等重大体育赛事带动运动气氛,加上有国策出炉支持体育强国建设,体育消费已持续复苏。</p><p>今年上半年,361度的营业额达31亿元(人民币.下同),同比增幅为15.7%,<span>毛利</span>及经营溢利则分别录得28%及32%升幅。</p><p><strong>定价能力明显改善</strong></p><p>去年361度的业绩表现令市场大失所望,股价更曾跌穿$1,其中表现较差的营运指标是毛利率明显受压,2020全年毛利率约为37.9%,相对疫前2019年的水平倒退2.4个百分点。</p><p>随着疫情持续缓和,分销渠道逐步回复至疫前常态,而且电商渠道贡献提升,今年上半年361度的毛利率已超越了疫前水平,达41.8%,相对2019年及2020年同期的40.9%及37.8%。</p><p>此外,销售边际大增带来规模经济效益,期内经营溢<span>利率</span>按年提升2.9个百分点至22.9%。</p><p><strong>布局下沉市场有优势</strong></p><p>361度的分店网络较集中于中国三线及三线以下城市,下沉市场布局完善。截至今年6月底,361度的门店有5,155间,当中有76.26%位于中国三线及三线以下城市。</p><p>下沉市场的消费水平当然不及一二线城市,但胜在潜力庞大,消费升级的空间更大。发展三线及以下地区是中国经济的长线方向之一,随着内循环、体育强国建设等有利内需扩张的措施逐步推进,361度有望受惠于强烈增长顺风。</p><p><strong>结语:值博率或胜于龙头</strong></p><p>虽然361度的市场地位及增长力较难媲美龙头股如安踏(SEHK:2020)及<a href=\"https://laohu8.com/S/02331\">李宁</a>(SEHK:2331),但现价估值的值博率颇吸引,目前361度市盈率只有约15倍,大幅落后于安踏及李宁的逾70倍及逾110倍。</p><p>展望体育消费在国策下增长,361度的估值扩张空间吸引,有一定的长期价值。</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>361度再现增长 值博率更胜安踏李宁?</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\">\n361度再现增长 值博率更胜安踏李宁?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-08 05:46 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021090805481379ed7c18&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源:金融界网体育用品股361度(SEHK:1361)公布今年上半年业绩,盈利大涨越3成,长线投资可买未?在体育用品股中会否较龙头更值博?行业顺风刺激复苏去年疫情大流行,线下零售渠道大受打击,体育用品市场的增速明显减弱,361度在2020年的收入增长更由正转负。可幸的是,随着疫情在内地控制得力,东京奥运等重大体育赛事带动运动气氛,加上有国策出炉支持体育强国建设,体育消费已持续复苏。今年上半年,...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021090805481379ed7c18&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/de122c692e25941610780a1604e3c57d","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021090805481379ed7c18&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2165935003","content_text":"来源:金融界网体育用品股361度(SEHK:1361)公布今年上半年业绩,盈利大涨越3成,长线投资可买未?在体育用品股中会否较龙头更值博?行业顺风刺激复苏去年疫情大流行,线下零售渠道大受打击,体育用品市场的增速明显减弱,361度在2020年的收入增长更由正转负。可幸的是,随着疫情在内地控制得力,东京奥运等重大体育赛事带动运动气氛,加上有国策出炉支持体育强国建设,体育消费已持续复苏。今年上半年,361度的营业额达31亿元(人民币.下同),同比增幅为15.7%,毛利及经营溢利则分别录得28%及32%升幅。定价能力明显改善去年361度的业绩表现令市场大失所望,股价更曾跌穿$1,其中表现较差的营运指标是毛利率明显受压,2020全年毛利率约为37.9%,相对疫前2019年的水平倒退2.4个百分点。随着疫情持续缓和,分销渠道逐步回复至疫前常态,而且电商渠道贡献提升,今年上半年361度的毛利率已超越了疫前水平,达41.8%,相对2019年及2020年同期的40.9%及37.8%。此外,销售边际大增带来规模经济效益,期内经营溢利率按年提升2.9个百分点至22.9%。布局下沉市场有优势361度的分店网络较集中于中国三线及三线以下城市,下沉市场布局完善。截至今年6月底,361度的门店有5,155间,当中有76.26%位于中国三线及三线以下城市。下沉市场的消费水平当然不及一二线城市,但胜在潜力庞大,消费升级的空间更大。发展三线及以下地区是中国经济的长线方向之一,随着内循环、体育强国建设等有利内需扩张的措施逐步推进,361度有望受惠于强烈增长顺风。结语:值博率或胜于龙头虽然361度的市场地位及增长力较难媲美龙头股如安踏(SEHK:2020)及李宁(SEHK:2331),但现价估值的值博率颇吸引,目前361度市盈率只有约15倍,大幅落后于安踏及李宁的逾70倍及逾110倍。展望体育消费在国策下增长,361度的估值扩张空间吸引,有一定的长期价值。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838087548,"gmtCreate":1629358791884,"gmtModify":1629358791884,"author":{"id":"3440514526131636","authorId":"3440514526131636","name":"优质果冻","avatar":"https://static.laohu8.com/3ffb50daae53ead42f2d270b5c62cdde","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3440514526131636","authorIdStr":"3440514526131636"},"themes":[],"htmlText":"但是市值不及李宁的30分之一","listText":"但是市值不及李宁的30分之一","text":"但是市值不及李宁的30分之一","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/838087548","repostId":"2160350917","repostType":2,"isVote":1,"tweetType":1,"viewCount":1543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":831762730,"gmtCreate":1629350491120,"gmtModify":1629350591651,"author":{"id":"3440514526131636","authorId":"3440514526131636","name":"优质果冻","avatar":"https://static.laohu8.com/3ffb50daae53ead42f2d270b5c62cdde","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3440514526131636","authorIdStr":"3440514526131636"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01361\">$361度(01361)$</a>中国体育品牌2021年开始爆发,经历多年的设计,渠道和产品的积累,经新疆棉事件引爆。四大品牌里安踏市值3000亿,李宁2000多亿,市盈率方面安踏100多,李宁60多,特步也有40多,361只有14不到,利润率和现金储备变现也很优异。有理由相信361的估值在修正过程中有很大的成长空间。","listText":"<a 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href=\"https://laohu8.com/S/01233\">$时代中国控股(01233)$</a> 可惜地产股不是港股的宠儿。否则时代绝对是低估的地产股。3块多没有买,很大的失误","listText":"<a href=\"https://laohu8.com/S/01233\">$时代中国控股(01233)$</a> 可惜地产股不是港股的宠儿。否则时代绝对是低估的地产股。3块多没有买,很大的失误","text":"$时代中国控股(01233)$ 可惜地产股不是港股的宠儿。否则时代绝对是低估的地产股。3块多没有买,很大的失误","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/912132088","isVote":1,"tweetType":1,"viewCount":691,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3468923220391500","authorId":"3468923220391500","name":"安鲁丢了","avatar":"https://static.tigerbbs.com/a91949de9ce5794578cade0558ba2c8e","crmLevel":2,"crmLevelSwitch":0,"idStr":"3468923220391500","authorIdStr":"3468923220391500"},"content":"现在也可以买 未来两年还会大涨","text":"现在也可以买 未来两年还会大涨","html":"现在也可以买 未来两年还会大涨"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":915849472,"gmtCreate":1580801541296,"gmtModify":1704342327577,"author":{"id":"3440514526131636","authorId":"3440514526131636","name":"优质果冻","avatar":"https://static.laohu8.com/3ffb50daae53ead42f2d270b5c62cdde","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3440514526131636","authorIdStr":"3440514526131636"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00612\">$中国鼎益丰(00612)$</a> 老虎没人关注这个票?","listText":"<a href=\"https://laohu8.com/S/00612\">$中国鼎益丰(00612)$</a> 老虎没人关注这个票?","text":"$中国鼎益丰(00612)$ 老虎没人关注这个票?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/915849472","isVote":1,"tweetType":1,"viewCount":1636,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3530941709485980","authorId":"3530941709485980","name":"疯疯小散","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3530941709485980","authorIdStr":"3530941709485980"},"content":"兄弟买了吗","text":"兄弟买了吗","html":"兄弟买了吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":912354343,"gmtCreate":1580029346982,"gmtModify":1704340728348,"author":{"id":"3440514526131636","authorId":"3440514526131636","name":"优质果冻","avatar":"https://static.laohu8.com/3ffb50daae53ead42f2d270b5c62cdde","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3440514526131636","authorIdStr":"3440514526131636"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a> 吉利过去两年都在11到18之间波动,大多数时候在12到15之间上下浮动。看今年的大环境,汽车销量不会更好,一年之内不会有什么大的爆发。","listText":"<a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a> 吉利过去两年都在11到18之间波动,大多数时候在12到15之间上下浮动。看今年的大环境,汽车销量不会更好,一年之内不会有什么大的爆发。","text":"$吉利汽车(00175)$ 吉利过去两年都在11到18之间波动,大多数时候在12到15之间上下浮动。看今年的大环境,汽车销量不会更好,一年之内不会有什么大的爆发。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/912354343","isVote":1,"tweetType":1,"viewCount":2025,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":917863713,"gmtCreate":1581690576632,"gmtModify":1704345014004,"author":{"id":"3440514526131636","authorId":"3440514526131636","name":"优质果冻","avatar":"https://static.laohu8.com/3ffb50daae53ead42f2d270b5c62cdde","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3440514526131636","authorIdStr":"3440514526131636"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a> 这不是沃尔沃第一次传出IPO的消息。2017年3月,《金融时报》报道称,沃尔沃计划从中国融资5亿美元,筹备上市。2018年,沃尔沃上市计划正式提上日程。吉利当时聘请包括花旗、高盛以及摩根士丹利等顶级投行为沃尔沃进行上市辅导,估值区间160亿至300亿美元。经过一番询价,机构投资者认为沃尔沃估值在120亿至180亿美元之间,低于吉利内部预期。沃尔沃随后以贸易环境不利、市场低迷为由,终止IPO计划。时隔不到两年,吉利试图通过重组方式,帮助沃尔沃整体上市。2月10日的吉利汽车公告显示,两家公司的讨论仍处于“初步阶段”,“没有具体的时间表和详细计划”。外界普遍认为,经历上一次无功而返,双方在关键问题上已经达成共识。“我们希望在2020年内把整合重组完成。”吉利控股集团副总裁杨学良在接受采访时表示。“沃尔沃上市是必然的,只是以什么样的形式,估值到底多少的问题。”兴业证券交运设备行业研究首席分析师王冠桥告诉《棱镜》。《棱镜》综合市场信息获悉,吉利汽车与沃尔沃实现财务并表之后,吉利汽车和沃尔沃现有的汽车业务、领克品牌80%以及极星品牌50%的资产有望注入新集团。领克是吉利和沃尔沃2017年合资成立的中高端汽车品牌,吉利汽车、沃尔沃汽车和吉利控股的持股比例分别是50%、30%和20%。极星(Polestar)成立于2015年,由吉利控股和沃尔沃按照50%:50%的比例合资成立,定位“高性能电动品牌”。一位汽车业内人士告诉《棱镜》,目前极星品牌估值约300亿元左右。吉利在声明中表示,合并之后依旧会保留吉利、沃尔沃、领克和极星品牌的独立性。鉴于吉利汽车和沃尔沃的规模,两家公司重组上市或许意味着董事会改组。在过去十年,沃尔沃虽是吉利100%持股的公司,但享有高度的管理层自治,该","listText":"<a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a> 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力量能源作为传统行业的上市公司,目前优势是行业红利期,前期布局拥有较高的利润率和资本回报率。连续3年分红超过2分就是明证。随着煤炭产能的恢复和进口煤炭增加,煤炭价格下行,受制于产能规模,公司的绝对利润数量增长会受到影响。贵州力量煤矿的开发是否可以快去推进决定了该股未来的发展。如果规模增加,回报率不受影响。那么力量能源2020年有望有进一步的发展和增长。另外一个问题是大股东持股比例过大,影响机构和个人投资者的信心。希望力量两位老总有更好的安排帮助股价进入增长期,也算是对早期股东(买入价格一两块钱)有一个好的安排和交代。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/912369999","isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3550717248961393","authorId":"3550717248961393","name":"勇勇小朋友","avatar":"https://static.tigerbbs.com/36a82e0e50537a01f50d28eb38e718f2","crmLevel":5,"crmLevelSwitch":0,"idStr":"3550717248961393","authorIdStr":"3550717248961393"},"content":"你有员工股吧","text":"你有员工股吧","html":"你有员工股吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":831762730,"gmtCreate":1629350491120,"gmtModify":1629350591651,"author":{"id":"3440514526131636","authorId":"3440514526131636","name":"优质果冻","avatar":"https://static.laohu8.com/3ffb50daae53ead42f2d270b5c62cdde","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3440514526131636","authorIdStr":"3440514526131636"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01361\">$361度(01361)$</a>中国体育品牌2021年开始爆发,经历多年的设计,渠道和产品的积累,经新疆棉事件引爆。四大品牌里安踏市值3000亿,李宁2000多亿,市盈率方面安踏100多,李宁60多,特步也有40多,361只有14不到,利润率和现金储备变现也很优异。有理由相信361的估值在修正过程中有很大的成长空间。","listText":"<a href=\"https://laohu8.com/S/01361\">$361度(01361)$</a>中国体育品牌2021年开始爆发,经历多年的设计,渠道和产品的积累,经新疆棉事件引爆。四大品牌里安踏市值3000亿,李宁2000多亿,市盈率方面安踏100多,李宁60多,特步也有40多,361只有14不到,利润率和现金储备变现也很优异。有理由相信361的估值在修正过程中有很大的成长空间。","text":"$361度(01361)$中国体育品牌2021年开始爆发,经历多年的设计,渠道和产品的积累,经新疆棉事件引爆。四大品牌里安踏市值3000亿,李宁2000多亿,市盈率方面安踏100多,李宁60多,特步也有40多,361只有14不到,利润率和现金储备变现也很优异。有理由相信361的估值在修正过程中有很大的成长空间。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/831762730","isVote":1,"tweetType":1,"viewCount":1469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838087548,"gmtCreate":1629358791884,"gmtModify":1629358791884,"author":{"id":"3440514526131636","authorId":"3440514526131636","name":"优质果冻","avatar":"https://static.laohu8.com/3ffb50daae53ead42f2d270b5c62cdde","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3440514526131636","authorIdStr":"3440514526131636"},"themes":[],"htmlText":"但是市值不及李宁的30分之一","listText":"但是市值不及李宁的30分之一","text":"但是市值不及李宁的30分之一","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/838087548","repostId":"2160350917","repostType":2,"repost":{"id":"2160350917","pubTimestamp":1629282408,"share":"https://www.laohu8.com/m/news/2160350917?lang=&edition=full","pubTime":"2021-08-18 18:26","market":"hk","language":"zh","title":"361度上半年业绩:营收净利双增长,但营收不及李宁三分之一","url":"https://stock-news.laohu8.com/highlight/detail?id=2160350917","media":"观察者网","summary":"8月17日,361度公布了今年上半年业绩,上半年虽然实现营收净利双增长,但营收不及李宁1/3,净利润不及李宁1/4。近期,各运动品牌相继发布2021年上半年财报,李宁表现依旧亮眼,营收净利都是一骑绝尘。截至8月17日收盘,安踏市值4330.76亿港元,李宁为2245.46亿港元,特步也有305.47亿港元,而同期361度总市值为73.19亿港元,不及特步1/4,与安踏、李宁差距较大。","content":"<html><body><article><p>8月17日,<a href=\"https://laohu8.com/S/01361\">361度</a>公布了今年上半年业绩,上半年虽然实现营收净利双增长,但营收不及<a href=\"https://laohu8.com/S/02331\">李宁</a>1/3,<span>净利润</span>不及李宁1/4。在国产四大品牌中稍显逊色。</p><p>近期,各运动品牌相继发布2021年上半年财报,李宁表现依旧亮眼,营收净利都是一骑绝尘。</p><p>8月13日,李宁发布了今年上半年中期业绩报告。报告显示,李宁收入达101.97亿元,较2020年同期大幅上升65.0%,集团权益持有人应占溢利为19.62亿元(去年全年该数据为16.98亿元,其中上半年6.83亿元),同比大涨187.2%。</p><p>8月17日,361度公布了今年上半年业绩,营收31.07亿元,增长15.7%,净利润4.01亿元,同比增长32.9%。虽然实现营收净利双增长,但营收不及李宁1/3,净利润不及李宁1/4。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13895880691/0\"/><p>361度上半年收益 图自361度2021年中期业绩</p><p>从产品来看,鞋类和服装产品依然是贡献361度销售收益的主要来源,平均批发售价分别同比下降1.4%及15.2%,销量同比分别增加24.3%及25.1%。收入贡献方面,鞋类销售占总营收的比重由42%上调至44.4%,而服装销售的比例由41%降低至37.6%。</p><p>从业务来看,361度国际业务贡献1.3%,同比增长25.2%,及其他(即鞋底销售)业务贡献0.9%的营收,儿童业务贡献16%的营收,而余下81.8%收益主要由361度核心品牌业务销量所贡献。</p><p>从城市分布来看,约76.26% 的361度门店位于三线及三线以下城市,而5.97%及17.77% 的门店分别位于中国一线及二线城市。</p><p>李宁、安踏、特步、361度被称为国产四大运动品牌。截至8月17日收盘,安踏市值4330.76亿港元,李宁为2245.46亿港元,特步也有305.47亿港元,而同期361度<span>总市值</span>为73.19亿港元,不及特步1/4,与安踏、李宁差距较大。</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>361度上半年业绩:营收净利双增长,但营收不及李宁三分之一</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\">\n361度上半年业绩:营收净利双增长,但营收不及李宁三分之一\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-18 18:26 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021081818282379e34ec2&s=b><strong>观察者网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月17日,361度公布了今年上半年业绩,上半年虽然实现营收净利双增长,但营收不及李宁1/3,净利润不及李宁1/4。在国产四大品牌中稍显逊色。近期,各运动品牌相继发布2021年上半年财报,李宁表现依旧亮眼,营收净利都是一骑绝尘。8月13日,李宁发布了今年上半年中期业绩报告。报告显示,李宁收入达101.97亿元,较2020年同期大幅上升65.0%,集团权益持有人应占溢利为19.62亿元(去年全年该...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021081818282379e34ec2&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/c90ed1c1cc12d653d0f4742d35c1431d","relate_stocks":{"01361":"361度","02331":"李宁"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021081818282379e34ec2&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2160350917","content_text":"8月17日,361度公布了今年上半年业绩,上半年虽然实现营收净利双增长,但营收不及李宁1/3,净利润不及李宁1/4。在国产四大品牌中稍显逊色。近期,各运动品牌相继发布2021年上半年财报,李宁表现依旧亮眼,营收净利都是一骑绝尘。8月13日,李宁发布了今年上半年中期业绩报告。报告显示,李宁收入达101.97亿元,较2020年同期大幅上升65.0%,集团权益持有人应占溢利为19.62亿元(去年全年该数据为16.98亿元,其中上半年6.83亿元),同比大涨187.2%。8月17日,361度公布了今年上半年业绩,营收31.07亿元,增长15.7%,净利润4.01亿元,同比增长32.9%。虽然实现营收净利双增长,但营收不及李宁1/3,净利润不及李宁1/4。361度上半年收益 图自361度2021年中期业绩从产品来看,鞋类和服装产品依然是贡献361度销售收益的主要来源,平均批发售价分别同比下降1.4%及15.2%,销量同比分别增加24.3%及25.1%。收入贡献方面,鞋类销售占总营收的比重由42%上调至44.4%,而服装销售的比例由41%降低至37.6%。从业务来看,361度国际业务贡献1.3%,同比增长25.2%,及其他(即鞋底销售)业务贡献0.9%的营收,儿童业务贡献16%的营收,而余下81.8%收益主要由361度核心品牌业务销量所贡献。从城市分布来看,约76.26% 的361度门店位于三线及三线以下城市,而5.97%及17.77% 的门店分别位于中国一线及二线城市。李宁、安踏、特步、361度被称为国产四大运动品牌。截至8月17日收盘,安踏市值4330.76亿港元,李宁为2245.46亿港元,特步也有305.47亿港元,而同期361度总市值为73.19亿港元,不及特步1/4,与安踏、李宁差距较大。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":956305910,"gmtCreate":1591542944030,"gmtModify":1704195928614,"author":{"id":"3440514526131636","authorId":"3440514526131636","name":"优质果冻","avatar":"https://static.laohu8.com/3ffb50daae53ead42f2d270b5c62cdde","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3440514526131636","authorIdStr":"3440514526131636"},"themes":[],"title":"2020/06/07 交易笔记 by 优质果冻","htmlText":"2020/06/07 成本 现价 浮动收益 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