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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
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
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
2023-08-15
港股割起韭菜来也是毫不手软[流泪] [流泪] [流泪]
港股异动丨361度绩后跳水大跌23% 股价创逾一个月新低
优质果冻
2022-07-07
写这文章的人缺乏常识吧?比特币造富的程度黄金能比吗?
比特币:曾经的“数字黄金”,如今的“数字钻石”?
优质果冻
2022-06-29
耐克目前的产品力,真的很难说服我来给他买单[呆住]
抱歉,原内容已删除
优质果冻
2021-12-30
不太懂,有啥炫耀的?
优质果冻
2021-09-08
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
361度再现增长 值博率更胜安踏李宁?
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
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
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
2020-03-11
$老虎证券(TIGR)$
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
2020-02-28
$道琼斯(.DJI)$
6天跌了4500点,叹为观止
优质果冻
2020-02-23
$李宁(02331)$
市盈率相当高了
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
2020-02-17
$蔚来(NIO)$
下去下去再回来
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
2020-02-12
$赣锋锂业(01772)$
没想到,长成这个德性
优质果冻
2020-02-07
$特斯拉(TSLA)$
还会不会继续飞?
优质果冻
2020-02-05
$中国鼎益丰(00612)$
昨天获利的短线撤退了
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 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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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}\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,"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":1556,"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 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":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 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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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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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/917863713","isVote":1,"tweetType":1,"viewCount":1412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":912369999,"gmtCreate":1579964556011,"gmtModify":1704340695120,"author":{"id":"3440514526131636","authorId":"3440514526131636","name":"优质果冻","avatar":"https://static.laohu8.com/3ffb50daae53ead42f2d270b5c62cdde","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3440514526131636","idStr":"3440514526131636"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01277\">$力量能源(01277)$</a> 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。","listText":"<a href=\"https://laohu8.com/S/01277\">$力量能源(01277)$</a> 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。","text":"$力量能源(01277)$ 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。","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,"authorIdStr":"3550717248961393","idStr":"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,"authorIdStr":"3440514526131636","idStr":"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,"authorIdStr":"3440514526131636","idStr":"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":1556,"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,"authorIdStr":"3440514526131636","idStr":"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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