时间和忍耐两者缺一不可的个人主页 - 老虎社区

时间和忍耐两者缺一不可

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IP属地：甘肃

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时间和忍耐两者缺一不可

2023-07-13

$白银主连 2309(SImain)$ 准备收割

时间和忍耐两者缺一不可

2023-05-03

$碳博士控股(TANH)$ 市值最少涨到5亿

时间和忍耐两者缺一不可

2023-01-07

$碳博士控股(TANH)$ 兄弟们明天翻倍✌

时间和忍耐两者缺一不可

2022-11-11

$碳博士控股(TANH)$ 不到100不出

时间和忍耐两者缺一不可

2022-11-11

$亚马逊(AMZN)$ 85我等你哦

时间和忍耐两者缺一不可

2022-09-01

$盈喜集团(ATXG)$谁进谁死😂

时间和忍耐两者缺一不可

2022-04-30

$谷歌A(GOOGL)$当亚马逊不行时下一个启航会是谁

时间和忍耐两者缺一不可

2022-04-29

$GOOGL 20220429 2440.0 CALL$ 考主升浪我走了🌚

时间和忍耐两者缺一不可

2022-04-27

$谷歌A(GOOGL)$怎么感觉它今晚还要下跌4个点[捂脸]

时间和忍耐两者缺一不可

2022-04-23

$谷歌A(GOOGL)$看收盘时的表演

时间和忍耐两者缺一不可

2022-04-23

$亚马逊(AMZN)$收盘前大跌[捂脸]

时间和忍耐两者缺一不可

2022-04-20

想一想如果中美开战特斯拉的无人驾驶直接送你上西天🙀

时间和忍耐两者缺一不可

2022-03-10

$亚马逊(AMZN)$一百亿多吗都不到百分之一

时间和忍耐两者缺一不可

2022-02-19

$谷歌A(GOOGL)$今晚大跌眼镜

时间和忍耐两者缺一不可

2022-02-17

严重高估

主动投资大佬Daniel Loeb：亚马逊被低估了1万亿美元

时间和忍耐两者缺一不可

2022-02-17

都不可能除非货币贬值

Apple, Amazon, Microsoft or Tesla: Which Will Reach $5 Trillion First?

时间和忍耐两者缺一不可

2022-02-06

感觉老板套现了！不然没有一个人会这样

4个月股价跌九成？营收19亿销售费用23亿,强监管下高途路在何方？

时间和忍耐两者缺一不可

2021-01-20

$NQ100指数主连(NQmain)$ 看来要高开低走了

时间和忍耐两者缺一不可

2020-11-06

$谷歌A(GOOGL)$今晚大跌才合适

时间和忍耐两者缺一不可

2020-10-30

$特斯拉(TSLA)$有些人就是这样喜欢信别人

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a>今晚大跌眼镜","text":"$谷歌A(GOOGL)$今晚大跌眼镜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638633979","isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638108265,"gmtCreate":1645105163988,"gmtModify":1645105163988,"author":{"id":"3444560644772091","authorId":"3444560644772091","name":"时间和忍耐两者缺一不可","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"严重高估","listText":"严重高估","text":"严重高估","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638108265","repostId":"2212180126","repostType":4,"repost":{"id":"2212180126","pubTimestamp":1645093866,"share":"https://www.laohu8.com/m/news/2212180126?lang=&edition=full","pubTime":"2022-02-17 18:31","market":"us","language":"zh","title":"主动投资大佬Daniel Loeb：亚马逊被低估了1万亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2212180126","media":"华尔街见闻","summary":"周三，对冲基金Third Point LLC创始人、主动投资大佬Daniel Loeb，在与投资者的一场私人电话会议上表示，他认为市场没有充分认识到亚马逊的两项主营业务的全部价值，导致其被整体低估了约","content":"<html><head></head><body><p>周三，对冲基金Third Point LLC创始人、主动投资大佬Daniel Loeb，在与投资者的一场私人电话会议上表示，<b>他认为市场没有充分认识到<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>的两项主营业务的全部价值，导致其被整体低估了约1万亿美元。</b></p><p>《华尔街日报》援引知情人士透露，Loeb对Third Point的投资者表示，亚马逊的核心电商业务和云计算业务仍在快速发展中，他认为亚马逊目前正处在重要的转折点，并押注亚马逊新上任的管理层将开创新局面。</p><p>在这场电话会议上，Loeb还指出，<b>单就亚马逊的云计算业务的价值就超过1.5万亿美元，几乎相当于亚马逊当前1.6万亿美元的市值。</b>此外，亚马逊的零售业务还可能价值约1万亿美元。</p><p>总的来说，Loeb认为亚马逊的市值至少应该有2.5万亿美元。然而目前来看，美股市场上只有<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的市值超过了这个数。</p><p>根据Third Point本周早些时候提交的13F报告，截至2021年底，其持有的亚马逊股份价值高达7.84亿美元，占投资组合的5.47%。</p><p>亚马逊是Third Point目前所持有的第四大标的，三个月前该对冲基金还增持了相关股份。</p><h2>垄断？分拆？</h2><p>此前，美国国会一直将亚马逊、苹果、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet和Meta等科技巨头视为垄断焦点，并针对其市场垄断行为进行了大量的调查。</p><p>华尔街见闻稍早提及，美国参议院在上个月投票通过了继续推进反垄断议案，使得该重磅法案向获得国会通过又迈进了一步。</p><p><b>该反垄断法案中，有一项旨在使上述科技巨头有效地分拆，或放弃其自有品牌产品的生产线。</b></p><p><b>Loeb对此分析称，如果亚马逊剥离云计算业务，可能将有助于缓解监管机构对其市场影响力的担忧。</b></p><p>尽管目前来看，云计算业务在亚马逊的收入中所占比例不到13%，但却被认为是亚马逊未来真正的“摇钱树”。</p><p>亚马逊在2006年就推出云计算业务，在<a href=\"https://laohu8.com/S/MSFT\">微软</a>和谷歌等竞争对手开始提供相关服务之前，已经拥有了领先一年的优势。</p><p>根据研究公司Gartner Inc.的数据，如今亚马逊的云计算业务已经成长为全球最大的云计算供应商。<b>如果分拆出来，它可能将直接成为全球的大型科技公司之一。</b></p><p>但是，亚马逊历来对要求将其拆分的呼声不屑一顾，称关于反垄断的边缘概念“只会破坏小企业并伤害消费者”。</p><p>受益于疫情所推动的在线购物浪潮，亚马逊的股价在2020年飙升了76%，虽然近期亚马逊的整体营收增速略微出现放缓，但是云计算业务的收入仍比上年同期暴增近39%。</p><p>值得一提的是，长期负责亚马逊云计算业务的Andy Jassy，于去年7月开始接替创始人贝索斯担任亚马逊CEO。</p></body></html>","source":"wallstreetcn_api","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>主动投资大佬Daniel Loeb：亚马逊被低估了1万亿美元</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; 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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主动投资大佬Daniel Loeb：亚马逊被低估了1万亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-17 18:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3652137><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周三，对冲基金Third Point LLC创始人、主动投资大佬Daniel Loeb，在与投资者的一场私人电话会议上表示，他认为市场没有充分认识到亚马逊的两项主营业务的全部价值，导致其被整体低估了约1万亿美元。《华尔街日报》援引知情人士透露，Loeb对Third Point的投资者表示，亚马逊的核心电商业务和云计算业务仍在快速发展中，他认为亚马逊目前正处在重要的转折点，并押注亚马逊新上任的管理层...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3652137\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fe94fc940e9c4fcf157bb67f28e9ff8e","relate_stocks":{"BK4507":"流媒体概念","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4548":"巴美列捷福持仓","BK4524":"宅经济概念","BK4559":"巴菲特持仓","BK4535":"淡马锡持仓","BK4561":"索罗斯持仓","BK4551":"寇图资本持仓","BK4527":"明星科技股","AMZN":"亚马逊","BK4534":"瑞士信贷持仓","BK4538":"云计算"},"source_url":"https://wallstreetcn.com/articles/3652137","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2212180126","content_text":"周三，对冲基金Third Point LLC创始人、主动投资大佬Daniel Loeb，在与投资者的一场私人电话会议上表示，他认为市场没有充分认识到亚马逊的两项主营业务的全部价值，导致其被整体低估了约1万亿美元。《华尔街日报》援引知情人士透露，Loeb对Third Point的投资者表示，亚马逊的核心电商业务和云计算业务仍在快速发展中，他认为亚马逊目前正处在重要的转折点，并押注亚马逊新上任的管理层将开创新局面。在这场电话会议上，Loeb还指出，单就亚马逊的云计算业务的价值就超过1.5万亿美元，几乎相当于亚马逊当前1.6万亿美元的市值。此外，亚马逊的零售业务还可能价值约1万亿美元。总的来说，Loeb认为亚马逊的市值至少应该有2.5万亿美元。然而目前来看，美股市场上只有苹果的市值超过了这个数。根据Third Point本周早些时候提交的13F报告，截至2021年底，其持有的亚马逊股份价值高达7.84亿美元，占投资组合的5.47%。亚马逊是Third Point目前所持有的第四大标的，三个月前该对冲基金还增持了相关股份。垄断？分拆？此前，美国国会一直将亚马逊、苹果、谷歌母公司Alphabet和Meta等科技巨头视为垄断焦点，并针对其市场垄断行为进行了大量的调查。华尔街见闻稍早提及，美国参议院在上个月投票通过了继续推进反垄断议案，使得该重磅法案向获得国会通过又迈进了一步。该反垄断法案中，有一项旨在使上述科技巨头有效地分拆，或放弃其自有品牌产品的生产线。Loeb对此分析称，如果亚马逊剥离云计算业务，可能将有助于缓解监管机构对其市场影响力的担忧。尽管目前来看，云计算业务在亚马逊的收入中所占比例不到13%，但却被认为是亚马逊未来真正的“摇钱树”。亚马逊在2006年就推出云计算业务，在微软和谷歌等竞争对手开始提供相关服务之前，已经拥有了领先一年的优势。根据研究公司Gartner Inc.的数据，如今亚马逊的云计算业务已经成长为全球最大的云计算供应商。如果分拆出来，它可能将直接成为全球的大型科技公司之一。但是，亚马逊历来对要求将其拆分的呼声不屑一顾，称关于反垄断的边缘概念“只会破坏小企业并伤害消费者”。受益于疫情所推动的在线购物浪潮，亚马逊的股价在2020年飙升了76%，虽然近期亚马逊的整体营收增速略微出现放缓，但是云计算业务的收入仍比上年同期暴增近39%。值得一提的是，长期负责亚马逊云计算业务的Andy Jassy，于去年7月开始接替创始人贝索斯担任亚马逊CEO。","news_type":1},"isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638961620,"gmtCreate":1645036559592,"gmtModify":1645036559592,"author":{"id":"3444560644772091","authorId":"3444560644772091","name":"时间和忍耐两者缺一不可","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"都不可能除非货币贬值","listText":"都不可能除非货币贬值","text":"都不可能除非货币贬值","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638961620","repostId":"1161161615","repostType":2,"repost":{"id":"1161161615","pubTimestamp":1645008518,"share":"https://www.laohu8.com/m/news/1161161615?lang=&edition=full","pubTime":"2022-02-16 18:48","market":"us","language":"en","title":"Apple, Amazon, Microsoft or Tesla: Which Will Reach $5 Trillion First?","url":"https://stock-news.laohu8.com/highlight/detail?id=1161161615","media":"TheStreet","summary":"Apple crossed the $3 trillion market capitalization mark earlier this year, but when will it reach $5 trillion?","content":"<html><head></head><body><p>Apple crossed the $3 trillion market capitalization mark earlier this year, but when will it reach $5 trillion?</p><p>Next stop, $5 trillion.</p><p>Apple may no longer be a $3 trillion company after reaching that milestone earlier this year, but it is in lead to become the first company with a $5 trillion valuation.</p><p>A record high stock market has made possible market capitalizations that were once thought to be impossible.</p><p>Japan, the world&#39;s third biggest economy has a gross domestic product of $4.872 trillion, meaning a handful of American companies could one day be worth more that the entire output of economic powerhouses like Japan and Germany.</p><p>In this environment, Apple, which currently has a $2.82 billion valuation, isn&#39;t the only company within shooting distance of the $5 trillion mark.</p><p>A new research report by XTB.com predicts when the world&#39;s biggest companies might hit the milestone using historical market cap data and new research.</p><p><b>Standings In the Race to $5 Trillion</b></p><p>After beating everyone else to $3 trillion, Apple is also the leading candidate to get to $5 trillion, with an estimated year of 2028 for the company to cross that threshold.</p><p>Rival tech company Microsoft ($2.25 trillion) and Amazon ($1.59 trillion) are both projected to reach the mark in 2035.</p><p>Carmaker Tesla ($953.34 billion) and chipmaker Nvidia ($660 billion) are both estimated to reach $5 trillion in 2066.</p><p>Fellow semiconductor company Taiwan Semiconductor(<b>TSM</b>) ($645.76 billion) is scheduled to move next in 2078. It would be the first company based outside the U.S. to reach the goal.</p><p>Tencent Holdings ($596 billion) will become a $5 trillion company getting on the board in 2083, according XTB.com.</p><p>The study does not mention Alphabet, parent company of Google, whose valuation is currently close to $1.81 trillion.</p><p><b>Growth Prospects That Get You to $5 Trillion</b></p><p>It will take some serious work for Apple, already the world&#39;s most valuable company, to double its market cap over the next six years.</p><p>The most accessible growth opportunity for the company is already being produced by Apple, according to a recent Wells Fargo analyst note on the company.</p><p>&#34;While Apple&#39;s Mac revenue only accounts for about 10% of total revenue, we have seen Apple become increasingly vocal about the adoption of Macs in the enterprise space,&#34; analyst Aaron Rakers said.</p><p>&#34;When this productivity increase is scaled across a large enterprise/organization with hundreds of developers, the savings could justify upgrading entire fleets of Macs, perhaps sooner than dictated by the typical three-to-four-year upgrade cycle.&#34;</p><p>Meanwhile Microsoft is making big bets on gaming as a growth driver in the near-term.</p><p>Microsoft paid $75 billion, including debt, to buyvideo game studio Activision last month.</p><p>&#34;Gaming is the most dynamic and exciting category in entertainment across all platforms today and will play a key role in the development of metaverse platforms,” said Microsoft CEO Satya Nadella.</p><p>Amazon has its fingers in everything. It&#39;s mainstay package delivery business continues to expand as the company saw its net income nearly double from last year to $14.3 billion.</p><p>But its Amazon Web Services business could be the biggest factor in getting the company to $5 trillion.</p><p>AWS saw its operating income rise 48.5% year over year to $5.3 billion.</p><p>Additionally, the company raised the price of its Prime delivery service to $14.99 from $12.99 per month with the new price slated to go into effect this week.</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>Apple, Amazon, Microsoft or Tesla: Which Will Reach $5 Trillion First?</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\">\nApple, Amazon, Microsoft or Tesla: Which Will Reach $5 Trillion First?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-16 18:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/apple-amazon-microsoft-or-tesla-which-will-reach-5-trillion-first><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple crossed the $3 trillion market capitalization mark earlier this year, but when will it reach $5 trillion?Next stop, $5 trillion.Apple may no longer be a $3 trillion company after reaching that ...</p>\n\n<a href=\"https://www.thestreet.com/investing/apple-amazon-microsoft-or-tesla-which-will-reach-5-trillion-first\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","TSLA":"特斯拉","AAPL":"苹果","AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/investing/apple-amazon-microsoft-or-tesla-which-will-reach-5-trillion-first","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161161615","content_text":"Apple crossed the $3 trillion market capitalization mark earlier this year, but when will it reach $5 trillion?Next stop, $5 trillion.Apple may no longer be a $3 trillion company after reaching that milestone earlier this year, but it is in lead to become the first company with a $5 trillion valuation.A record high stock market has made possible market capitalizations that were once thought to be impossible.Japan, the world's third biggest economy has a gross domestic product of $4.872 trillion, meaning a handful of American companies could one day be worth more that the entire output of economic powerhouses like Japan and Germany.In this environment, Apple, which currently has a $2.82 billion valuation, isn't the only company within shooting distance of the $5 trillion mark.A new research report by XTB.com predicts when the world's biggest companies might hit the milestone using historical market cap data and new research.Standings In the Race to $5 TrillionAfter beating everyone else to $3 trillion, Apple is also the leading candidate to get to $5 trillion, with an estimated year of 2028 for the company to cross that threshold.Rival tech company Microsoft ($2.25 trillion) and Amazon ($1.59 trillion) are both projected to reach the mark in 2035.Carmaker Tesla ($953.34 billion) and chipmaker Nvidia ($660 billion) are both estimated to reach $5 trillion in 2066.Fellow semiconductor company Taiwan Semiconductor(TSM) ($645.76 billion) is scheduled to move next in 2078. It would be the first company based outside the U.S. to reach the goal.Tencent Holdings ($596 billion) will become a $5 trillion company getting on the board in 2083, according XTB.com.The study does not mention Alphabet, parent company of Google, whose valuation is currently close to $1.81 trillion.Growth Prospects That Get You to $5 TrillionIt will take some serious work for Apple, already the world's most valuable company, to double its market cap over the next six years.The most accessible growth opportunity for the company is already being produced by Apple, according to a recent Wells Fargo analyst note on the company.\"While Apple's Mac revenue only accounts for about 10% of total revenue, we have seen Apple become increasingly vocal about the adoption of Macs in the enterprise space,\" analyst Aaron Rakers said.\"When this productivity increase is scaled across a large enterprise/organization with hundreds of developers, the savings could justify upgrading entire fleets of Macs, perhaps sooner than dictated by the typical three-to-four-year upgrade cycle.\"Meanwhile Microsoft is making big bets on gaming as a growth driver in the near-term.Microsoft paid $75 billion, including debt, to buyvideo game studio Activision last month.\"Gaming is the most dynamic and exciting category in entertainment across all platforms today and will play a key role in the development of metaverse platforms,” said Microsoft CEO Satya Nadella.Amazon has its fingers in everything. It's mainstay package delivery business continues to expand as the company saw its net income nearly double from last year to $14.3 billion.But its Amazon Web Services business could be the biggest factor in getting the company to $5 trillion.AWS saw its operating income rise 48.5% year over year to $5.3 billion.Additionally, the company raised the price of its Prime delivery service to $14.99 from $12.99 per month with the new price slated to go into effect this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633295129,"gmtCreate":1644077031559,"gmtModify":1644077031559,"author":{"id":"3444560644772091","authorId":"3444560644772091","name":"时间和忍耐两者缺一不可","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"感觉老板套现了！不然没有一个人会这样","listText":"感觉老板套现了！不然没有一个人会这样","text":"感觉老板套现了！不然没有一个人会这样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633295129","repostId":"2140477719","repostType":2,"repost":{"id":"2140477719","pubTimestamp":1622796356,"share":"https://www.laohu8.com/m/news/2140477719?lang=&edition=full","pubTime":"2021-06-04 16:45","market":"us","language":"zh","title":"4个月股价跌九成？营收19亿销售费用23亿,强监管下高途路在何方？","url":"https://stock-news.laohu8.com/highlight/detail?id=2140477719","media":"投资时报","summary":"不过海淀区教委5月25日发布消息予以否认。数据显示，其报告期内实现净营收19.403亿元，较上年同期的12.976亿元增长49.5%。营业费用也从上年同期的9.224亿元同比暴增211.30%至28.714亿元。整体来看，今年一季度，高途集团净亏损14.259亿元，2020年同期为净利润1.480亿元。截至2021年3月末，高途集团有现金及现金等价物、短期投资和长期投资合计为59.092亿元，上年同期为82.172亿元。也即，三天之内，高途集团被两家不同的主管机构处罚两次。","content":"<html><body><p><font><a href=\"https://laohu8.com/S/GOTU\">高途</a>集团2021年一季度销售费用为22.89亿元，同比增加202.3%，占营业费用比例高达79.71%，该项费用甚至高于当期19.4亿元净营收</font></p><p><img src=\"http://k.sinaimg.cn/n/sinakd20116/150/w1000h750/20210604/673b-kracxeq2719734.png/w720fin.jpg\"/></p><p><font>《投资时报》研究员 卓玛</font></p><p>高考在即，中考在望，新一年暑假也即将到来。但与往年暑期前不同的是，众多校外培训机构在近期悄然撤下了此前狂轰滥炸的楼宇广告，显得低调不少，这与近期屡屡加码的针对校外培训的监管不无关系。</p><p>5月19日，北京海淀市场监管管理局发布《教育培训行业广告发布重点内容提示书》，首次对教育培训行业的广告投放制定出标准。</p><p>5月21日，中央全面深化改革委员会会议强调，为减轻义务教育阶段学生作业负担和校外培训负担（简称“双减”），对校外培训机构要“从严治理”，严肃查处管理混乱、借机敛财、虚假宣传、与学校勾连牟利等问题的机构。</p><p>同日，北京市教育委员会、北京市地方金融监督管理局、中国人民银行营业管理部、北京银保监局四部门联合发布《北京市学科类校外培训机构预收费管理办法（试行）》，对学科类校外培训机构预收学费及存管有了明确的要求。</p><p>5月23日，海淀区教委组织部分培训机构，召开了资金监管和规范办学工作会，对培训机构的收费、广告、宣传、资金监管、合同、疫情防控等工作再次提出要求。随后，网传校外培训机构将面临“三不”——不得在假期上课、学科类及素质类培训机构不得上市、教育培训机构不得大肆进行广告宣传。不过海淀区教委5月25日发布消息予以否认。</p><p>可以看到，今年以来针对校外培训机构的整治和监管不断加强，受此影响，众多知名教育上市企业股价集体跳水。</p><p>截至6月3日美股收盘，教育龙头<a href=\"https://laohu8.com/S/EDU\">新东方</a>（EDU.N）报收于9.32美元/股，较今年2月16日盘中触达的19.97美元/股的历史最高点下跌53.33%；<a href=\"https://laohu8.com/S/TAL\">好未来</a>（TAL.N）报收于33.27美元/股，较90.96美元/股历史最高点下跌63.42%；高途集团（GOTU.N）报收于14.95美元/股，更是较今年1月27日盘中触达的149.05美元/股高点缩水89.97%。</p><p>除了股价，教育上市企业业绩也有所下滑。近日，<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>正式更名为高途集团后，发布了截至2021年3月末第一季度未经审计财务报告。该公司报告期内实现净营收19.403亿元（人民币，下同），同比增长49.5%；实现净亏损14.259亿元，而上年同期为净利润1.480亿元。</p><p><font><strong>高途集团上市以来股价走势</strong></font><font>（美元）</font></p><img src=\"http://k.sinaimg.cn/n/sinakd20116/214/w725h289/20210604/8f70-kracxeq2719964.png/w720fin.jpg\"/><p><font>数据来源：Wind</font></p><p><strong>销售费用高于净营收</strong></p><p>近日，高途集团发布2021年一季报。数据显示，其报告期内实现净营收19.403亿元，较上年同期的12.976亿元增长49.5%。同期，毛利润为13.688亿元，同比增长35.0%，但毛利率却从78.2%降至70.5%。该公司将之归结为主讲和辅导老师人数增长以及薪酬总额增加。</p><p>高途集团表示，本季度营收增长主要驱动因素是2020年第四季度K12正价课付费人次的增长，其中新获客及续班的学生人次均有大幅增长，今年第一季度的收入部分来源于2020第四季度的正价课付费人次。</p><p>财报显示，跟谁学的业务主要分为K12在线课程和语言培训、专业考试、兴趣课程及其他服务（下称其他业务）两部分，该公司收入主要来源于K12在线课程。</p><p>今年一季度，K12在线课程实现净营收18.163亿元，同比增长62.2%，占总营收的 93.6%。但该项业务的总交易额却同比下滑8.1%至10.026亿元，这主要由于正价课付费人次的同比减少。</p><p>报告期内，高途集团正价课付费人次从上年同期的77.4万人减少0.9%至76.7万人。其中，K12在线课程的正价课付费人次为63.2万人，较上年同期的64.7万人同比下滑2.3%。其他业务的正价课付费人次倒是同比增加6.3%至13.5万人，但这部分业务仅实现营收1.241亿元，不但同比减少30.1%，对总营收的贡献也较小。</p><p>值得注意的是，即便监管不断加码，高途集团以烧钱换增长的模式仍在继续，在收入增长的同时，主营业务成本和各项费用也在快速增长，并吞噬了公司利润。</p><p>数据显示，今年一季度，高途集团的主营业务成本为5.715亿元，较上年同期的2.833亿元增长101.7%，主要由于主讲老师和辅导老师薪酬、教材成本及租金费用的增加。</p><p>营业费用也从上年同期的9.224亿元同比暴增211.30%至28.714亿元。</p><p>其中，销售费用为22.887亿元，占营业费用的79.71%，上年同期该项费用还仅为7.572亿元，同比增加了202.3%，不但严重挤压了公司利润空间，该项费用甚至高于当期公司的净营收。高途集团表示，销售费用的增长主要源于为扩大用户规模及提高品牌知名度增加市场推广费用，以及销售和营销人员薪酬的增加。</p><p>整体来看，今年一季度，高途集团净亏损14.259亿元，2020年同期为净利润1.480亿元。Non-GAAP净亏损为13.294亿元，上年同期为净利润1.907亿元。</p><p>《投资时报》研究员注意到，作为在线教育头部平台，高途集团此前一直保持连续盈利，但这已经是高途集团在连续8个季度盈利后，连续第3个季度录得净亏损。</p><p>随后的分析师电话会议中，高途集团创始人、董事长兼CEO陈向东表示，在线教育的本质是教育，而不是互联网。工业化采买不再有效，在线教育正进入精细化运营的比拼。作为效率优先的公司，高途决定回归到教育本质，回归到内生性增长，在相当一段时间内回归到盈利性增长。</p><p>不过后期能否实现，以及何时实现，只能等待时间给出答案。</p><p>截至2021年3月末，高途集团有现金及现金等价物、短期投资和长期投资合计为59.092亿元，上年同期为82.172亿元。其预计，今年第二季度的净营收将为21.40亿元—21.58亿元，同比增长30%—31%。</p><p><font><strong>高途集团2021年一季度主要业绩表现</strong></font><font>（千美元）</font></p><p><img src=\"http://k.sinaimg.cn/n/sinakd20116/481/w864h417/20210604/fb83-kracxeq2720283.jpg/w720fin.jpg\"/></p><p><font>数据来源：公司2021年一季报</font></p><p><strong>处罚、裁员和业务收缩</strong></p><p>公开资料显示，高途集团的前身是成立于2014年6月的跟谁学，2019年6月，公司登陆美股市场上市。今年4月22日，跟谁学召开新闻发布会表示，由于高途课堂的业绩已占到公司营收的近90%，跟谁学已经不能代表现有业务品牌，为聚焦业务节约营销费用，公司名称统一更名为“高途集团”。5月6日，公司股票交易代码正式从GSX更换为GOTU。</p><p>事实上，更名后的高途集团发展并不顺利。</p><p>4月23日，就在宣布更名后第二天，学而思网校、高途课堂、网易有道精品课和猿辅导就因存在违规提前招生收费等问题被北京市教委通报，并责令其立即停止违规行为，限期在各自机构网站或公众号显着位置公示整改措施和结果。</p><p>4月25日，北京市市场监督管理局又发布通报称，跟谁学、学而思、<a href=\"https://laohu8.com/S/01797\">新东方在线</a>、高思四家校外教育培训机构，因存在在其官网或客户端等渠道标注原价、促销价，但原价在优惠活动前未实际成交的价格违法行为，被该局分别给予警告和50万元顶格罚款的行政处罚。</p><p>也即，三天之内，高途集团被两家不同的主管机构处罚两次。</p><p>今年以来，针对校外培训机构的处罚已有几轮，同时也有多个监管部门推出多种监管措施，前述已有涉及，诸多信息均显示监管力度不断加强。</p><p>资本层面更是早就闻风而动。</p><p>从2020年第三季度开始，知名投资机构高瓴资本就陆续减持好未来，第三和第四季度分别减持378.72万股和6.31万股。今年一季度，其清仓了好未来余下405.57万股。此外，2020年第三季度，老虎环球基金建仓高途集团，买入302.08万股，但在今年第一季度已全数清仓。</p><p>或许基于此，5月27日，有消息称，高途集团近期提出了裁员计划，重点是行政、人力、中台等职能部门，裁员比例将在20%左右。</p><p>同日，有员工在职场社交平台爆料称，陈向东在当日召开了全体员工会议，宣布高途集团小早启蒙项目被砍，团队成员数百人面临被辞，裁员原因是集团战略调整。不过，该公司针对小早启蒙项目团队成员提供内部活水计划，但员工仍需重新面试，面试不通过者将面临被裁。据悉，整个小早启蒙项目将只留下绘本教育团队约五十人被分配至创新增长部门。</p><p>公开资料显示，小早启蒙成立于2020年5月，是高途集团针对3—8岁儿童打造的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>学习服务平台，提供幼童的语文、思维、英语启蒙课程。</p><p>针对上述消息，高途集团回应表示，根据从6月1日正式开始实施的《未成年人保护法》第33条——幼儿园、校外培训机构不得对学龄前未成年人进行小学课程教育，公司决定停止小早启蒙面向3—6岁儿童的招生工作，并据此对组织架构和人员进行调整。</p><p>除了对内进行调整，对外，高途集团也有意暂停烧钱换增长的模式。</p><p>就在一季报发布后的电话会议中，陈向东表示，未来通过投放带来巨大的流量增长不再适用于教培行业，竞争的重心将转移到运营上。高途从3月份开始逐渐减少信息流投入，目前已经已经全面停止信息流投放获客，并积极开拓其他渠道。</p><p>而此轮强势监管将会对校外培训行业造成何种影响，值得持续关注。</p></body></html>","source":"sina_symbol","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>4个月股价跌九成？营收19亿销售费用23亿,强监管下高途路在何方？</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\">\n4个月股价跌九成？营收19亿销售费用23亿,强监管下高途路在何方？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-04 16:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_3815062128_e3653a70001013ne2.html><strong>投资时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高途集团2021年一季度销售费用为22.89亿元，同比增加202.3%，占营业费用比例高达79.71%，该项费用甚至高于当期19.4亿元净营收《投资时报》研究员 卓玛高考在即，中考在望，新一年暑假也即将到来。但与往年暑期前不同的是，众多校外培训机构在近期悄然撤下了此前狂轰滥炸的楼宇广告，显得低调不少，这与近期屡屡加码的针对校外培训的监管不无关系。5月19日，北京海淀市场监管管理局发布《教育培训行业...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_3815062128_e3653a70001013ne2.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/95a52bac654e212de5e6a737e01fc5ff","relate_stocks":{"GOTU":"高途"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_3815062128_e3653a70001013ne2.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2140477719","content_text":"高途集团2021年一季度销售费用为22.89亿元，同比增加202.3%，占营业费用比例高达79.71%，该项费用甚至高于当期19.4亿元净营收《投资时报》研究员 卓玛高考在即，中考在望，新一年暑假也即将到来。但与往年暑期前不同的是，众多校外培训机构在近期悄然撤下了此前狂轰滥炸的楼宇广告，显得低调不少，这与近期屡屡加码的针对校外培训的监管不无关系。5月19日，北京海淀市场监管管理局发布《教育培训行业广告发布重点内容提示书》，首次对教育培训行业的广告投放制定出标准。5月21日，中央全面深化改革委员会会议强调，为减轻义务教育阶段学生作业负担和校外培训负担（简称“双减”），对校外培训机构要“从严治理”，严肃查处管理混乱、借机敛财、虚假宣传、与学校勾连牟利等问题的机构。同日，北京市教育委员会、北京市地方金融监督管理局、中国人民银行营业管理部、北京银保监局四部门联合发布《北京市学科类校外培训机构预收费管理办法（试行）》，对学科类校外培训机构预收学费及存管有了明确的要求。5月23日，海淀区教委组织部分培训机构，召开了资金监管和规范办学工作会，对培训机构的收费、广告、宣传、资金监管、合同、疫情防控等工作再次提出要求。随后，网传校外培训机构将面临“三不”——不得在假期上课、学科类及素质类培训机构不得上市、教育培训机构不得大肆进行广告宣传。不过海淀区教委5月25日发布消息予以否认。可以看到，今年以来针对校外培训机构的整治和监管不断加强，受此影响，众多知名教育上市企业股价集体跳水。截至6月3日美股收盘，教育龙头新东方（EDU.N）报收于9.32美元/股，较今年2月16日盘中触达的19.97美元/股的历史最高点下跌53.33%；好未来（TAL.N）报收于33.27美元/股，较90.96美元/股历史最高点下跌63.42%；高途集团（GOTU.N）报收于14.95美元/股，更是较今年1月27日盘中触达的149.05美元/股高点缩水89.97%。除了股价，教育上市企业业绩也有所下滑。近日，跟谁学正式更名为高途集团后，发布了截至2021年3月末第一季度未经审计财务报告。该公司报告期内实现净营收19.403亿元（人民币，下同），同比增长49.5%；实现净亏损14.259亿元，而上年同期为净利润1.480亿元。高途集团上市以来股价走势（美元）数据来源：Wind销售费用高于净营收近日，高途集团发布2021年一季报。数据显示，其报告期内实现净营收19.403亿元，较上年同期的12.976亿元增长49.5%。同期，毛利润为13.688亿元，同比增长35.0%，但毛利率却从78.2%降至70.5%。该公司将之归结为主讲和辅导老师人数增长以及薪酬总额增加。高途集团表示，本季度营收增长主要驱动因素是2020年第四季度K12正价课付费人次的增长，其中新获客及续班的学生人次均有大幅增长，今年第一季度的收入部分来源于2020第四季度的正价课付费人次。财报显示，跟谁学的业务主要分为K12在线课程和语言培训、专业考试、兴趣课程及其他服务（下称其他业务）两部分，该公司收入主要来源于K12在线课程。今年一季度，K12在线课程实现净营收18.163亿元，同比增长62.2%，占总营收的 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