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挣点奶粉钱
2021-03-15
$小米集团-W(01810)$
不能用杠杆了?
挣点奶粉钱
2021-03-10
$中芯国际(00981)$
想从中芯国际赚点钱真难
挣点奶粉钱
2020-12-08
$京东健康(06618)$
已出[龇牙]
挣点奶粉钱
2020-12-04
用屁股写新闻,财报利润表没看就瞎几把写,本季度税前利润12亿多,税收1.69亿,税后利润10.8亿,上个季度税前利润8亿多,税收-17亿,税后利润26亿,上季度应该是返税了
净利环比缩水过半,Salesforce龙头地位不保?
挣点奶粉钱
2020-11-04
$小米集团-W(01810)$
今天你是最靓的仔
挣点奶粉钱
2020-08-18
老虎证券也能评级了,给花旗“卖出”评级,相互伤害下[开心]
花旗给予老虎证券“买入”评级,目标价上调至6.7美元
挣点奶粉钱
2020-07-30
$理想汽车(LI)$
10股!
挣点奶粉钱
2020-04-02
$跟谁学(GSX)$
空空空
挣点奶粉钱
2020-03-12
$恒生指数(HSI)$
你为什么那么腊鸡
挣点奶粉钱
2020-01-03
$金矿指数三倍做多ETF(JNUG)$
这两天黄金涨了这么多 这货咋涨不起来
挣点奶粉钱
2019-10-25
$有道(DAO)$
开盘卖还是持有几天
挣点奶粉钱
2019-03-26
$纳斯达克(.IXIC)$高开低走
挣点奶粉钱
2018-11-23
$美团点评-W(03690)$看不到盘前
挣点奶粉钱
2018-11-17
$三倍做多FTSE中国ETF-Direxion(YINN)$ 发生什么了
挣点奶粉钱
2018-11-17
发生什么了,突然猛拉
挣点奶粉钱
2018-10-12
$苹果(AAPL)$价内的末日期权,下周到期,是行权好还是卖出好
挣点奶粉钱
2018-10-11
$上证指数(000001.SH)$这算不算跑赢道琼斯
挣点奶粉钱
2018-09-21
$特斯拉(TSLA)$最近的一次高管离职与特斯拉人事调整有关,应该是被边缘化了,这么看来可能还会有其他高管离职,不过不影响公司。
挣点奶粉钱
2018-08-18
$苹果(AAPL)$ 拉大盘神器
挣点奶粉钱
2018-07-30
$Opera(OPRA)$走势参考映客,你懂的
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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>不能用杠杆了?","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>不能用杠杆了?","text":"$小米集团-W(01810)$不能用杠杆了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/322311724","isVote":1,"tweetType":1,"viewCount":2785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323569547,"gmtCreate":1615356573489,"gmtModify":1703487818231,"author":{"id":"3444783099693323","authorId":"3444783099693323","name":"挣点奶粉钱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>想从中芯国际赚点钱真难","listText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>想从中芯国际赚点钱真难","text":"$中芯国际(00981)$想从中芯国际赚点钱真难","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323569547","isVote":1,"tweetType":1,"viewCount":985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392815004,"gmtCreate":1607419710008,"gmtModify":1703847738851,"author":{"id":"3444783099693323","authorId":"3444783099693323","name":"挣点奶粉钱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06618\">$京东健康(06618)$</a>已出[龇牙] ","listText":"<a href=\"https://laohu8.com/S/06618\">$京东健康(06618)$</a>已出[龇牙] ","text":"$京东健康(06618)$已出[龇牙]","images":[{"img":"https://static.tigerbbs.com/b33ec5e989f135ab9d37d95df724d27c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392815004","isVote":1,"tweetType":1,"viewCount":1553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":396388265,"gmtCreate":1607042229857,"gmtModify":1703846082200,"author":{"id":"3444783099693323","authorId":"3444783099693323","name":"挣点奶粉钱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"用屁股写新闻,财报利润表没看就瞎几把写,本季度税前利润12亿多,税收1.69亿,税后利润10.8亿,上个季度税前利润8亿多,税收-17亿,税后利润26亿,上季度应该是返税了","listText":"用屁股写新闻,财报利润表没看就瞎几把写,本季度税前利润12亿多,税收1.69亿,税后利润10.8亿,上个季度税前利润8亿多,税收-17亿,税后利润26亿,上季度应该是返税了","text":"用屁股写新闻,财报利润表没看就瞎几把写,本季度税前利润12亿多,税收1.69亿,税后利润10.8亿,上个季度税前利润8亿多,税收-17亿,税后利润26亿,上季度应该是返税了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/396388265","repostId":"1123369516","repostType":2,"repost":{"id":"1123369516","weMediaInfo":{"introduction":"美股研究社,一个专注研究美股的平台,专业的美股投资人都在这。想了解美国股市行情、美股开户、美股资讯、美股公司;想获得一手美股重磅信息;想加入美股交流社群,敬请关注我们吧。","home_visible":0,"media_name":"美股研究社","id":"1074069735","head_image":"https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6"},"pubTimestamp":1606991585,"share":"https://www.laohu8.com/m/news/1123369516?lang=&edition=full","pubTime":"2020-12-03 18:33","market":"us","language":"zh","title":"净利环比缩水过半,Salesforce龙头地位不保?","url":"https://stock-news.laohu8.com/highlight/detail?id=1123369516","media":"美股研究社","summary":"自Salesforce传出收购Slack消息,可称得上是11月底的美股的大事件。受到此消息的刺激,上周三Slack股价上涨接近38%,Salesforce当天股价收盘则下跌5%。12月1日美股盘后,S","content":"<p>自Salesforce传出收购Slack消息,可称得上是11月底的美股的大事件。受到此消息的刺激,上周三Slack股价上涨接近38%,Salesforce当天股价收盘则下跌5%。</p><p>12月1日美股盘后,Salesforce发布了2021财年第三财季的财务报告。营收增速同环比均下滑,净利润实现同比扭亏为盈但环比下滑幅度过半。财报发布后,Salesforce盘后股价下跌4.83%。</p><p>截止美股研究社发稿,Salesforce每股报229.70美元,总市值为2196.29亿美元。</p><p><img src=\"https://static.tigerbbs.com/d8076c15496b983e2e9f2eba669d2fdb\" tg-width=\"657\" tg-height=\"701\"></p><p>自今年7月10日Salesforce市值超越甲骨文后,截止美股研究社发稿,Salesforce与甲骨文的总市值差距扩大至近500亿美元。在一路高涨的Saas赛道,Salesforce可谓是排头兵,无论市值还是盈利能力都在众多Saas兄弟中排在前列。</p><p>意向收购Slack的Salesforce,其与微软在CRM领域的竞争恐怕会更加白热化。在与巨头微软的竞争中,Salesforce该如何出奇制胜呢?这份最新的三季度财报,又透露着哪些信号呢?</p><p><b>营收增速创近七季度新低,CRM“龙头”面临挑战不少</b></p><p>据Salesforce本季度的财报数据显示,本季度总营收为54.19亿美元,与上年同期的45.15亿美元相比,同比上涨幅度为20%;与今年二季度的51.51亿美元相比,环比上涨5.2%。</p><p>结合19Q1-20Q3(以自然季度计算)的营收数据,虽营收额同环比增长,但本季度Salesforce的营收增速为七个季度最低,这或许也是造成盘后股价下跌的原因之一。</p><p><img src=\"https://static.tigerbbs.com/0d40c4f3d46bcd27466c6eaf108eb4cd\" tg-width=\"1080\" tg-height=\"453\"></p><p>具体到业务组成,本季度订阅和支持收入为50.9亿美元,同比涨幅为20%;专业服务和其他收入为3.3亿美元,同比涨幅为22%。</p><p>上一季度订阅和支持收入同比涨幅为29%,这一季度下降9个百分点,而该部分收入占季度总收入的比重为94%,且连续几个季度均为这一比例。因而美股研究社认为三季度Salesforce总收入的同比下滑,与其订阅和支持业务的同比增速放缓紧密相关。</p><p>Salesforce的订阅业务大致分为销售云、服务云、平台业务和营销和商业云,其中销售云和服务云为Salesforce的核心业务,年初受“黑天鹅”事件影响得到了较大增长。但经过一二季度的利好刺激后,三季度市场需求已逐步回落。</p><p>而在整体经济增长疲软的大背景下,因企业减少营销开支的原因,营销和商业云的业绩增长有所回落。在销售云和服务云利好因素逐渐退散,营销和商业云需求疲软的背景下,本季度Salesforce的营收下滑也在情理之中了。</p><p>美股研究社认为,三季度20%的收入增速,并非Salesforce业绩出现滑坡的迹象,更多的是常态范围内的正常波动。Salesforce在CRM领域的市场龙头地位还是较为稳固的。</p><p>不过,虽然在这一领域的优势地位犹存,但Salesforce业务收入增长面临的挑战犹存。订阅收入的占比高达90%,而企业云服务订阅也是众多科技巨头正在发力的赛道。</p><p>据统计,2019年全球CRM市场,Salesforce以18.4%的市场份额名列第一,SAP和甲骨文分别以5.3%和5.2%的市场渗透率名列其后。</p><p>Salesforce拥有庞大的CRM客户群,并且以中大型企业为主。但并非所有的大企业都会选择Salesforce,甲骨文的数据库优势结合CRM技术也被一些大客户所看重。二季度麦当劳将其北美财务系统迁移到甲骨文的Cloud Infrastructure平台;北美最大的杂货店之一Albertsons正在采用甲骨文的Cloud HCM数据服务。</p><p>CRM市场已经相当成熟,但增长跑道依然非常强劲,据统计,未来4年的复合年增长率预计将接近13%,增量市场赛道,为争夺市场份额的斗争必不可少。</p><p><b>高昂营销费仍难“缩衣节食”,吸金能力尚不敌甲骨文</b></p><p>Salesforce的平台业务营收虽占比不高,但是其最近着力发展的部分,近几年在大力展开收购,以打造其生态链。频繁的收购举动也有可能会成为Salesforce现金流的沉重包袱。</p><p>三季度的财报数据显示,截止2020年10月31日,Salesforce的现金及现金等价物的数额为37.24亿美元,截止今年1月31日,这一数字为41.45亿美元。虽现金存货依旧较为坚挺,但减少的趋势是值得关注的。</p><p>与其他Saas企业一致,Salesforce在广告营销费用的投入并不低,这是处于快速发展赛道的Saas企业的“通病”,就连体量已经位居首位的Salesforce也不能免俗。</p><p>据财报数据,三季度Salesforce的总营业费用为38.01亿美元,相较于上年同期的33.14亿美元,同比增长14.7%,环比增长3.8%。</p><p><img src=\"https://static.tigerbbs.com/6fc275c743a94e37ca34bd2efa651984\" tg-width=\"1080\" tg-height=\"499\"></p><p>其中,本季度的市场营销和销售支出为23.77亿美元,与上年同期的20.63亿美元相比,同比涨幅为15.2%。占季度总营收的比例为43.9%。</p><p>营销端的巨大投入,一方面会带动用户数的增加,保持较为健康的续约率,拉动企业的营收增长。但另一方面,也意味着巨大的销售费用可能会影响Salesforce的盈利能力,进而限制公司利润率的增长。</p><p>本季度Salesforce的净利润表现为10.81亿美元,与上年同期的净亏损1.09亿美元相比,实现扭亏为盈,同比涨幅超10倍。但环比情况不容乐观,与上一季度的净利润26.25亿美元相比,环比下滑58.8%。</p><p><img src=\"https://static.tigerbbs.com/526d203a87f3a120d91ecec4e5a769e2\" tg-width=\"1074\" tg-height=\"491\"></p><p>而净利润的环比下滑也引发了资本市场的担忧。在营销费用占比过半且后续并无削减的情况下,大手笔的并购对于Salesforce今后利润空间缩减的影响或许会愈来愈大。目前收购Slack的具体数额还未定,但从Slack目前250亿美元的市值看,收购价格并不会太低。</p><p>与竞争对手甲骨文相比,Salesforce的“赚钱能力”还是略显不足。据三季度财报数据,Salesforce的毛利率为74.26%,甲骨文二季度云业务的毛利率为86%。</p><p><img src=\"https://static.tigerbbs.com/730479f654db06abcac0bf98b0940f74\" tg-width=\"1080\" tg-height=\"469\"></p><p>此外,从精度更高的运营利润率上看,三季度Salesforce的GAAP营业利润率为4.1%,非GAAP营业利润率为19.8%。</p><p>与之相对的是,甲骨文2021财年一季度的GAAP营业利润率为34%,非GAAP营业利润率为45%。</p><p>盈利能力是考量企业运营成效的一个关键指标。Salesforce虽市值超越甲骨文,在业务的收入增速层面高于甲骨文,但在各部分业务的利润转化效率上仍较低。而经营效率和盈利能力的提升需要时间积累,未来考察Salesforce时,其盈利能力将是市场考量重点。</p><p><b>收购slack后战火愈烧愈烈,Salesforce抗衡微软胜算会如何?</b></p><p>自今年年初至今,Salesforce的股价涨幅为48.4%,同期标普500指数涨幅为13.72%。搭载上Saas版块火箭般蹿升速度,Salesforce的股价也实现了不错的涨幅。</p><p>Slack所在的企业协同办公赛道,也是微软的深耕市场。2016年曾有消息,Microsoft拟以80亿收购Slack但最终没有达成协议。同年微软推出了类似产品Teams,并依仗Office产品客户群快速获客,虽然最终没有干掉Slack,但仍快速抢到了一定市场份额,成为Slack的主要竞争者。</p><p>据2019年10月的一份报告,Teams的日活用户数已经达到1.15亿,Slack的日活用户数为1200万,二者规模相差近十倍。</p><p>Salesforce收购Slack后,与微软的竞争将显而易见地更为激烈。Salesforce此次收购slack的目的,犹如微软开发Teams的目的,都是通过这个<b>作为其他应用的流量入口。</b></p><p><img src=\"https://static.tigerbbs.com/ac0c3b346227e34f487a05f0e7c0216d\" tg-width=\"833\" tg-height=\"609\"></p><p>但对Salesforce来说,<b>Slack的应用范围还比较局限在企业内部,如何打通对外的沟通,</b>才是Salesforce最应关注的部分,而这也是此前Salesforce有意收购Twitter的根结所在。</p><p>此外,<b>Salesforce与微软相比,缺乏的是基础的云技术。</b>目前Salesforce在不同的云业务使用不同的云技术服务商,利用基础设施云交易来加强与各方的合作关系。</p><p>2017年为加强与Alphabet公司的合作,Salesforce将其程序与谷歌分析(Google Analytics)连接,表示它将在谷歌云平台上托管部分核心业务,并将谷歌列为“首选公共云提供商”。</p><p>到了2018年,Salesforce的“首选公共云提供商”变成了IBM,将IBM的人工智能与Salesforce软件捆绑。除了谷歌和IBM,Salesforce还曾与亚马逊AWS有业务往来。</p><p><b>而随着Salesforce的Saas级云服务平台的日益壮大,未来是否会向底层的基础云技术层面发力,</b>以加强平台业务的连贯性,或许是增强Salesforce未来竞争力的一个发展方向。但基础云技术目前几乎被亚马逊、谷歌、微软等巨头垄断,Salesforce入局成为头部玩家的概率微乎其微。</p><p><b>若想今后与微软的竞争中取得一定优势,美股研究社认为与谷歌合作或许是一个摆在台面上的可选项。</b>今年1月,据外媒报道,谷歌有收购Salesforce的潜在意向,收购价高达2500亿美元。如果收购成真,谷歌有望在2023年成为全球第二大云服务商。</p><p>但从6月开始的反垄断调查后,这一意向成为了泡影。不过,这一意向倒是反映了谷歌在云服务业务上的野心,与微软AWS相比,谷歌云的全球市场份额还是落后不少。</p><p>虽收购无望,但与谷歌展开合作仍是可行的。这能够显著增强Salesforce在今后与微软竞争的砝码,而对于谷歌而言,也可以借助Salesforce在CRM领域的领先地位赋能谷歌云的发展,与微软Azure进一步抢占云计算市场。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>净利环比缩水过半,Salesforce龙头地位不保?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n净利环比缩水过半,Salesforce龙头地位不保?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股研究社 </p>\n<p class=\"h-time\">2020-12-03 18:33</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>自Salesforce传出收购Slack消息,可称得上是11月底的美股的大事件。受到此消息的刺激,上周三Slack股价上涨接近38%,Salesforce当天股价收盘则下跌5%。</p><p>12月1日美股盘后,Salesforce发布了2021财年第三财季的财务报告。营收增速同环比均下滑,净利润实现同比扭亏为盈但环比下滑幅度过半。财报发布后,Salesforce盘后股价下跌4.83%。</p><p>截止美股研究社发稿,Salesforce每股报229.70美元,总市值为2196.29亿美元。</p><p><img src=\"https://static.tigerbbs.com/d8076c15496b983e2e9f2eba669d2fdb\" tg-width=\"657\" tg-height=\"701\"></p><p>自今年7月10日Salesforce市值超越甲骨文后,截止美股研究社发稿,Salesforce与甲骨文的总市值差距扩大至近500亿美元。在一路高涨的Saas赛道,Salesforce可谓是排头兵,无论市值还是盈利能力都在众多Saas兄弟中排在前列。</p><p>意向收购Slack的Salesforce,其与微软在CRM领域的竞争恐怕会更加白热化。在与巨头微软的竞争中,Salesforce该如何出奇制胜呢?这份最新的三季度财报,又透露着哪些信号呢?</p><p><b>营收增速创近七季度新低,CRM“龙头”面临挑战不少</b></p><p>据Salesforce本季度的财报数据显示,本季度总营收为54.19亿美元,与上年同期的45.15亿美元相比,同比上涨幅度为20%;与今年二季度的51.51亿美元相比,环比上涨5.2%。</p><p>结合19Q1-20Q3(以自然季度计算)的营收数据,虽营收额同环比增长,但本季度Salesforce的营收增速为七个季度最低,这或许也是造成盘后股价下跌的原因之一。</p><p><img src=\"https://static.tigerbbs.com/0d40c4f3d46bcd27466c6eaf108eb4cd\" tg-width=\"1080\" tg-height=\"453\"></p><p>具体到业务组成,本季度订阅和支持收入为50.9亿美元,同比涨幅为20%;专业服务和其他收入为3.3亿美元,同比涨幅为22%。</p><p>上一季度订阅和支持收入同比涨幅为29%,这一季度下降9个百分点,而该部分收入占季度总收入的比重为94%,且连续几个季度均为这一比例。因而美股研究社认为三季度Salesforce总收入的同比下滑,与其订阅和支持业务的同比增速放缓紧密相关。</p><p>Salesforce的订阅业务大致分为销售云、服务云、平台业务和营销和商业云,其中销售云和服务云为Salesforce的核心业务,年初受“黑天鹅”事件影响得到了较大增长。但经过一二季度的利好刺激后,三季度市场需求已逐步回落。</p><p>而在整体经济增长疲软的大背景下,因企业减少营销开支的原因,营销和商业云的业绩增长有所回落。在销售云和服务云利好因素逐渐退散,营销和商业云需求疲软的背景下,本季度Salesforce的营收下滑也在情理之中了。</p><p>美股研究社认为,三季度20%的收入增速,并非Salesforce业绩出现滑坡的迹象,更多的是常态范围内的正常波动。Salesforce在CRM领域的市场龙头地位还是较为稳固的。</p><p>不过,虽然在这一领域的优势地位犹存,但Salesforce业务收入增长面临的挑战犹存。订阅收入的占比高达90%,而企业云服务订阅也是众多科技巨头正在发力的赛道。</p><p>据统计,2019年全球CRM市场,Salesforce以18.4%的市场份额名列第一,SAP和甲骨文分别以5.3%和5.2%的市场渗透率名列其后。</p><p>Salesforce拥有庞大的CRM客户群,并且以中大型企业为主。但并非所有的大企业都会选择Salesforce,甲骨文的数据库优势结合CRM技术也被一些大客户所看重。二季度麦当劳将其北美财务系统迁移到甲骨文的Cloud Infrastructure平台;北美最大的杂货店之一Albertsons正在采用甲骨文的Cloud HCM数据服务。</p><p>CRM市场已经相当成熟,但增长跑道依然非常强劲,据统计,未来4年的复合年增长率预计将接近13%,增量市场赛道,为争夺市场份额的斗争必不可少。</p><p><b>高昂营销费仍难“缩衣节食”,吸金能力尚不敌甲骨文</b></p><p>Salesforce的平台业务营收虽占比不高,但是其最近着力发展的部分,近几年在大力展开收购,以打造其生态链。频繁的收购举动也有可能会成为Salesforce现金流的沉重包袱。</p><p>三季度的财报数据显示,截止2020年10月31日,Salesforce的现金及现金等价物的数额为37.24亿美元,截止今年1月31日,这一数字为41.45亿美元。虽现金存货依旧较为坚挺,但减少的趋势是值得关注的。</p><p>与其他Saas企业一致,Salesforce在广告营销费用的投入并不低,这是处于快速发展赛道的Saas企业的“通病”,就连体量已经位居首位的Salesforce也不能免俗。</p><p>据财报数据,三季度Salesforce的总营业费用为38.01亿美元,相较于上年同期的33.14亿美元,同比增长14.7%,环比增长3.8%。</p><p><img src=\"https://static.tigerbbs.com/6fc275c743a94e37ca34bd2efa651984\" tg-width=\"1080\" tg-height=\"499\"></p><p>其中,本季度的市场营销和销售支出为23.77亿美元,与上年同期的20.63亿美元相比,同比涨幅为15.2%。占季度总营收的比例为43.9%。</p><p>营销端的巨大投入,一方面会带动用户数的增加,保持较为健康的续约率,拉动企业的营收增长。但另一方面,也意味着巨大的销售费用可能会影响Salesforce的盈利能力,进而限制公司利润率的增长。</p><p>本季度Salesforce的净利润表现为10.81亿美元,与上年同期的净亏损1.09亿美元相比,实现扭亏为盈,同比涨幅超10倍。但环比情况不容乐观,与上一季度的净利润26.25亿美元相比,环比下滑58.8%。</p><p><img src=\"https://static.tigerbbs.com/526d203a87f3a120d91ecec4e5a769e2\" tg-width=\"1074\" tg-height=\"491\"></p><p>而净利润的环比下滑也引发了资本市场的担忧。在营销费用占比过半且后续并无削减的情况下,大手笔的并购对于Salesforce今后利润空间缩减的影响或许会愈来愈大。目前收购Slack的具体数额还未定,但从Slack目前250亿美元的市值看,收购价格并不会太低。</p><p>与竞争对手甲骨文相比,Salesforce的“赚钱能力”还是略显不足。据三季度财报数据,Salesforce的毛利率为74.26%,甲骨文二季度云业务的毛利率为86%。</p><p><img src=\"https://static.tigerbbs.com/730479f654db06abcac0bf98b0940f74\" tg-width=\"1080\" tg-height=\"469\"></p><p>此外,从精度更高的运营利润率上看,三季度Salesforce的GAAP营业利润率为4.1%,非GAAP营业利润率为19.8%。</p><p>与之相对的是,甲骨文2021财年一季度的GAAP营业利润率为34%,非GAAP营业利润率为45%。</p><p>盈利能力是考量企业运营成效的一个关键指标。Salesforce虽市值超越甲骨文,在业务的收入增速层面高于甲骨文,但在各部分业务的利润转化效率上仍较低。而经营效率和盈利能力的提升需要时间积累,未来考察Salesforce时,其盈利能力将是市场考量重点。</p><p><b>收购slack后战火愈烧愈烈,Salesforce抗衡微软胜算会如何?</b></p><p>自今年年初至今,Salesforce的股价涨幅为48.4%,同期标普500指数涨幅为13.72%。搭载上Saas版块火箭般蹿升速度,Salesforce的股价也实现了不错的涨幅。</p><p>Slack所在的企业协同办公赛道,也是微软的深耕市场。2016年曾有消息,Microsoft拟以80亿收购Slack但最终没有达成协议。同年微软推出了类似产品Teams,并依仗Office产品客户群快速获客,虽然最终没有干掉Slack,但仍快速抢到了一定市场份额,成为Slack的主要竞争者。</p><p>据2019年10月的一份报告,Teams的日活用户数已经达到1.15亿,Slack的日活用户数为1200万,二者规模相差近十倍。</p><p>Salesforce收购Slack后,与微软的竞争将显而易见地更为激烈。Salesforce此次收购slack的目的,犹如微软开发Teams的目的,都是通过这个<b>作为其他应用的流量入口。</b></p><p><img src=\"https://static.tigerbbs.com/ac0c3b346227e34f487a05f0e7c0216d\" tg-width=\"833\" tg-height=\"609\"></p><p>但对Salesforce来说,<b>Slack的应用范围还比较局限在企业内部,如何打通对外的沟通,</b>才是Salesforce最应关注的部分,而这也是此前Salesforce有意收购Twitter的根结所在。</p><p>此外,<b>Salesforce与微软相比,缺乏的是基础的云技术。</b>目前Salesforce在不同的云业务使用不同的云技术服务商,利用基础设施云交易来加强与各方的合作关系。</p><p>2017年为加强与Alphabet公司的合作,Salesforce将其程序与谷歌分析(Google Analytics)连接,表示它将在谷歌云平台上托管部分核心业务,并将谷歌列为“首选公共云提供商”。</p><p>到了2018年,Salesforce的“首选公共云提供商”变成了IBM,将IBM的人工智能与Salesforce软件捆绑。除了谷歌和IBM,Salesforce还曾与亚马逊AWS有业务往来。</p><p><b>而随着Salesforce的Saas级云服务平台的日益壮大,未来是否会向底层的基础云技术层面发力,</b>以加强平台业务的连贯性,或许是增强Salesforce未来竞争力的一个发展方向。但基础云技术目前几乎被亚马逊、谷歌、微软等巨头垄断,Salesforce入局成为头部玩家的概率微乎其微。</p><p><b>若想今后与微软的竞争中取得一定优势,美股研究社认为与谷歌合作或许是一个摆在台面上的可选项。</b>今年1月,据外媒报道,谷歌有收购Salesforce的潜在意向,收购价高达2500亿美元。如果收购成真,谷歌有望在2023年成为全球第二大云服务商。</p><p>但从6月开始的反垄断调查后,这一意向成为了泡影。不过,这一意向倒是反映了谷歌在云服务业务上的野心,与微软AWS相比,谷歌云的全球市场份额还是落后不少。</p><p>虽收购无望,但与谷歌展开合作仍是可行的。这能够显著增强Salesforce在今后与微软竞争的砝码,而对于谷歌而言,也可以借助Salesforce在CRM领域的领先地位赋能谷歌云的发展,与微软Azure进一步抢占云计算市场。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ac0c3b346227e34f487a05f0e7c0216d","relate_stocks":{"CRM":"赛富时"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123369516","content_text":"自Salesforce传出收购Slack消息,可称得上是11月底的美股的大事件。受到此消息的刺激,上周三Slack股价上涨接近38%,Salesforce当天股价收盘则下跌5%。12月1日美股盘后,Salesforce发布了2021财年第三财季的财务报告。营收增速同环比均下滑,净利润实现同比扭亏为盈但环比下滑幅度过半。财报发布后,Salesforce盘后股价下跌4.83%。截止美股研究社发稿,Salesforce每股报229.70美元,总市值为2196.29亿美元。自今年7月10日Salesforce市值超越甲骨文后,截止美股研究社发稿,Salesforce与甲骨文的总市值差距扩大至近500亿美元。在一路高涨的Saas赛道,Salesforce可谓是排头兵,无论市值还是盈利能力都在众多Saas兄弟中排在前列。意向收购Slack的Salesforce,其与微软在CRM领域的竞争恐怕会更加白热化。在与巨头微软的竞争中,Salesforce该如何出奇制胜呢?这份最新的三季度财报,又透露着哪些信号呢?营收增速创近七季度新低,CRM“龙头”面临挑战不少据Salesforce本季度的财报数据显示,本季度总营收为54.19亿美元,与上年同期的45.15亿美元相比,同比上涨幅度为20%;与今年二季度的51.51亿美元相比,环比上涨5.2%。结合19Q1-20Q3(以自然季度计算)的营收数据,虽营收额同环比增长,但本季度Salesforce的营收增速为七个季度最低,这或许也是造成盘后股价下跌的原因之一。具体到业务组成,本季度订阅和支持收入为50.9亿美元,同比涨幅为20%;专业服务和其他收入为3.3亿美元,同比涨幅为22%。上一季度订阅和支持收入同比涨幅为29%,这一季度下降9个百分点,而该部分收入占季度总收入的比重为94%,且连续几个季度均为这一比例。因而美股研究社认为三季度Salesforce总收入的同比下滑,与其订阅和支持业务的同比增速放缓紧密相关。Salesforce的订阅业务大致分为销售云、服务云、平台业务和营销和商业云,其中销售云和服务云为Salesforce的核心业务,年初受“黑天鹅”事件影响得到了较大增长。但经过一二季度的利好刺激后,三季度市场需求已逐步回落。而在整体经济增长疲软的大背景下,因企业减少营销开支的原因,营销和商业云的业绩增长有所回落。在销售云和服务云利好因素逐渐退散,营销和商业云需求疲软的背景下,本季度Salesforce的营收下滑也在情理之中了。美股研究社认为,三季度20%的收入增速,并非Salesforce业绩出现滑坡的迹象,更多的是常态范围内的正常波动。Salesforce在CRM领域的市场龙头地位还是较为稳固的。不过,虽然在这一领域的优势地位犹存,但Salesforce业务收入增长面临的挑战犹存。订阅收入的占比高达90%,而企业云服务订阅也是众多科技巨头正在发力的赛道。据统计,2019年全球CRM市场,Salesforce以18.4%的市场份额名列第一,SAP和甲骨文分别以5.3%和5.2%的市场渗透率名列其后。Salesforce拥有庞大的CRM客户群,并且以中大型企业为主。但并非所有的大企业都会选择Salesforce,甲骨文的数据库优势结合CRM技术也被一些大客户所看重。二季度麦当劳将其北美财务系统迁移到甲骨文的Cloud Infrastructure平台;北美最大的杂货店之一Albertsons正在采用甲骨文的Cloud HCM数据服务。CRM市场已经相当成熟,但增长跑道依然非常强劲,据统计,未来4年的复合年增长率预计将接近13%,增量市场赛道,为争夺市场份额的斗争必不可少。高昂营销费仍难“缩衣节食”,吸金能力尚不敌甲骨文Salesforce的平台业务营收虽占比不高,但是其最近着力发展的部分,近几年在大力展开收购,以打造其生态链。频繁的收购举动也有可能会成为Salesforce现金流的沉重包袱。三季度的财报数据显示,截止2020年10月31日,Salesforce的现金及现金等价物的数额为37.24亿美元,截止今年1月31日,这一数字为41.45亿美元。虽现金存货依旧较为坚挺,但减少的趋势是值得关注的。与其他Saas企业一致,Salesforce在广告营销费用的投入并不低,这是处于快速发展赛道的Saas企业的“通病”,就连体量已经位居首位的Salesforce也不能免俗。据财报数据,三季度Salesforce的总营业费用为38.01亿美元,相较于上年同期的33.14亿美元,同比增长14.7%,环比增长3.8%。其中,本季度的市场营销和销售支出为23.77亿美元,与上年同期的20.63亿美元相比,同比涨幅为15.2%。占季度总营收的比例为43.9%。营销端的巨大投入,一方面会带动用户数的增加,保持较为健康的续约率,拉动企业的营收增长。但另一方面,也意味着巨大的销售费用可能会影响Salesforce的盈利能力,进而限制公司利润率的增长。本季度Salesforce的净利润表现为10.81亿美元,与上年同期的净亏损1.09亿美元相比,实现扭亏为盈,同比涨幅超10倍。但环比情况不容乐观,与上一季度的净利润26.25亿美元相比,环比下滑58.8%。而净利润的环比下滑也引发了资本市场的担忧。在营销费用占比过半且后续并无削减的情况下,大手笔的并购对于Salesforce今后利润空间缩减的影响或许会愈来愈大。目前收购Slack的具体数额还未定,但从Slack目前250亿美元的市值看,收购价格并不会太低。与竞争对手甲骨文相比,Salesforce的“赚钱能力”还是略显不足。据三季度财报数据,Salesforce的毛利率为74.26%,甲骨文二季度云业务的毛利率为86%。此外,从精度更高的运营利润率上看,三季度Salesforce的GAAP营业利润率为4.1%,非GAAP营业利润率为19.8%。与之相对的是,甲骨文2021财年一季度的GAAP营业利润率为34%,非GAAP营业利润率为45%。盈利能力是考量企业运营成效的一个关键指标。Salesforce虽市值超越甲骨文,在业务的收入增速层面高于甲骨文,但在各部分业务的利润转化效率上仍较低。而经营效率和盈利能力的提升需要时间积累,未来考察Salesforce时,其盈利能力将是市场考量重点。收购slack后战火愈烧愈烈,Salesforce抗衡微软胜算会如何?自今年年初至今,Salesforce的股价涨幅为48.4%,同期标普500指数涨幅为13.72%。搭载上Saas版块火箭般蹿升速度,Salesforce的股价也实现了不错的涨幅。Slack所在的企业协同办公赛道,也是微软的深耕市场。2016年曾有消息,Microsoft拟以80亿收购Slack但最终没有达成协议。同年微软推出了类似产品Teams,并依仗Office产品客户群快速获客,虽然最终没有干掉Slack,但仍快速抢到了一定市场份额,成为Slack的主要竞争者。据2019年10月的一份报告,Teams的日活用户数已经达到1.15亿,Slack的日活用户数为1200万,二者规模相差近十倍。Salesforce收购Slack后,与微软的竞争将显而易见地更为激烈。Salesforce此次收购slack的目的,犹如微软开发Teams的目的,都是通过这个作为其他应用的流量入口。但对Salesforce来说,Slack的应用范围还比较局限在企业内部,如何打通对外的沟通,才是Salesforce最应关注的部分,而这也是此前Salesforce有意收购Twitter的根结所在。此外,Salesforce与微软相比,缺乏的是基础的云技术。目前Salesforce在不同的云业务使用不同的云技术服务商,利用基础设施云交易来加强与各方的合作关系。2017年为加强与Alphabet公司的合作,Salesforce将其程序与谷歌分析(Google Analytics)连接,表示它将在谷歌云平台上托管部分核心业务,并将谷歌列为“首选公共云提供商”。到了2018年,Salesforce的“首选公共云提供商”变成了IBM,将IBM的人工智能与Salesforce软件捆绑。除了谷歌和IBM,Salesforce还曾与亚马逊AWS有业务往来。而随着Salesforce的Saas级云服务平台的日益壮大,未来是否会向底层的基础云技术层面发力,以加强平台业务的连贯性,或许是增强Salesforce未来竞争力的一个发展方向。但基础云技术目前几乎被亚马逊、谷歌、微软等巨头垄断,Salesforce入局成为头部玩家的概率微乎其微。若想今后与微软的竞争中取得一定优势,美股研究社认为与谷歌合作或许是一个摆在台面上的可选项。今年1月,据外媒报道,谷歌有收购Salesforce的潜在意向,收购价高达2500亿美元。如果收购成真,谷歌有望在2023年成为全球第二大云服务商。但从6月开始的反垄断调查后,这一意向成为了泡影。不过,这一意向倒是反映了谷歌在云服务业务上的野心,与微软AWS相比,谷歌云的全球市场份额还是落后不少。虽收购无望,但与谷歌展开合作仍是可行的。这能够显著增强Salesforce在今后与微软竞争的砝码,而对于谷歌而言,也可以借助Salesforce在CRM领域的领先地位赋能谷歌云的发展,与微软Azure进一步抢占云计算市场。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306783070,"gmtCreate":1604472722090,"gmtModify":1703833296302,"author":{"id":"3444783099693323","authorId":"3444783099693323","name":"挣点奶粉钱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>今天你是最靓的仔","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>今天你是最靓的仔","text":"$小米集团-W(01810)$今天你是最靓的仔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306783070","isVote":1,"tweetType":1,"viewCount":1534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":970847510,"gmtCreate":1597749085330,"gmtModify":1704216567718,"author":{"id":"3444783099693323","authorId":"3444783099693323","name":"挣点奶粉钱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"老虎证券也能评级了,给花旗“卖出”评级,相互伤害下[开心] ","listText":"老虎证券也能评级了,给花旗“卖出”评级,相互伤害下[开心] ","text":"老虎证券也能评级了,给花旗“卖出”评级,相互伤害下[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/970847510","repostId":"1156892307","repostType":2,"repost":{"id":"1156892307","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1596074845,"share":"https://www.laohu8.com/m/news/1156892307?lang=&edition=full","pubTime":"2020-07-30 10:07","market":"us","language":"zh","title":"花旗给予老虎证券“买入”评级,目标价上调至6.7美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1156892307","media":"老虎资讯综合","summary":"7月29日花旗发布报告,给予老虎证券买入评级,并将目标价由3.5美元上调至6.7美元。\n花旗认为,老虎证券用户将继续保持高速增长。一方面,老虎证券拥有良好的用户体验、高效的交易执行,以及强大的创新、研","content":"<p>7月29日<a href=\"https://laohu8.com/S/C\">花旗</a>发布报告,给予<a href=\"https://laohu8.com/S/TIGR\">老虎证券</a>买入评级,并将目标价由3.5美元上调至6.7美元。</p>\n<p><b>花旗认为,老虎证券用户将继续保持高速增长。</b>一方面,老虎证券拥有良好的用户体验、高效的交易执行,以及强大的创新、研发能力。另外一方面,新冠疫情给行业带来发展契机,加之客户加速从线下转至线上,以及港、美股投资需求的增加,花旗预计老虎将在即将带来的季度和财年内,保持强劲的用户增长。</p>\n<p><b>此外,高客户留存以及良好的获利能力将支撑公司长期盈利增长。</b>花旗称,老虎证券的客户留存率始终保持在高于95%的较高水平。在商业化方面,老虎推出了现金管理业务、订阅及咨询服务,并计划在2020年第三季度开展自我清算,这将使得公司的营收更多元,提升公司的获利能力。</p>\n<p>花旗称,我们将老虎券商评为“买入”级。因为,<b>老虎证券具有明确的市场领导地位,</b>在美国证券经纪业务中为中国投资者奠定了坚实的基础;<b>其次,全面的牌照为公司全球业务扩张开辟了道路。</b>这将为公司增长带来新的动力,从而抵消增长放缓和在严格资本管制下,境内用户的增长。</p>\n<p>此外,全球扩张仍处于初期阶段,但近期由于市场波动很大,收益风险持续存在。花旗称,可能阻止股价上行的风险包括:1)在竞争加剧的情况下,经纪佣金率低于预期; 2)海外扩张不及预期;3)若国内监管机构进一步收紧资本,客户资产增长将超出预期控制;4)更改或终止与<a href=\"https://laohu8.com/S/IBKR\">盈透证券</a>的合伙关系;5)糟糕的市场表现将损害该公司的经纪佣金收入、利息收入的增长,并有可能导致客户流失。</p>\n<p>截至7月29日,老虎证券美股收盘报5.25美元,较花旗最新给出的目标价仍有28%的上涨空间。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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}\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n花旗给予老虎证券“买入”评级,目标价上调至6.7美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-07-30 10:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月29日<a href=\"https://laohu8.com/S/C\">花旗</a>发布报告,给予<a href=\"https://laohu8.com/S/TIGR\">老虎证券</a>买入评级,并将目标价由3.5美元上调至6.7美元。</p>\n<p><b>花旗认为,老虎证券用户将继续保持高速增长。</b>一方面,老虎证券拥有良好的用户体验、高效的交易执行,以及强大的创新、研发能力。另外一方面,新冠疫情给行业带来发展契机,加之客户加速从线下转至线上,以及港、美股投资需求的增加,花旗预计老虎将在即将带来的季度和财年内,保持强劲的用户增长。</p>\n<p><b>此外,高客户留存以及良好的获利能力将支撑公司长期盈利增长。</b>花旗称,老虎证券的客户留存率始终保持在高于95%的较高水平。在商业化方面,老虎推出了现金管理业务、订阅及咨询服务,并计划在2020年第三季度开展自我清算,这将使得公司的营收更多元,提升公司的获利能力。</p>\n<p>花旗称,我们将老虎券商评为“买入”级。因为,<b>老虎证券具有明确的市场领导地位,</b>在美国证券经纪业务中为中国投资者奠定了坚实的基础;<b>其次,全面的牌照为公司全球业务扩张开辟了道路。</b>这将为公司增长带来新的动力,从而抵消增长放缓和在严格资本管制下,境内用户的增长。</p>\n<p>此外,全球扩张仍处于初期阶段,但近期由于市场波动很大,收益风险持续存在。花旗称,可能阻止股价上行的风险包括:1)在竞争加剧的情况下,经纪佣金率低于预期; 2)海外扩张不及预期;3)若国内监管机构进一步收紧资本,客户资产增长将超出预期控制;4)更改或终止与<a href=\"https://laohu8.com/S/IBKR\">盈透证券</a>的合伙关系;5)糟糕的市场表现将损害该公司的经纪佣金收入、利息收入的增长,并有可能导致客户流失。</p>\n<p>截至7月29日,老虎证券美股收盘报5.25美元,较花旗最新给出的目标价仍有28%的上涨空间。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4bfb10b06725af696d5ea08c128fdad5","relate_stocks":{"TIGR":"老虎证券"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156892307","content_text":"7月29日花旗发布报告,给予老虎证券买入评级,并将目标价由3.5美元上调至6.7美元。\n花旗认为,老虎证券用户将继续保持高速增长。一方面,老虎证券拥有良好的用户体验、高效的交易执行,以及强大的创新、研发能力。另外一方面,新冠疫情给行业带来发展契机,加之客户加速从线下转至线上,以及港、美股投资需求的增加,花旗预计老虎将在即将带来的季度和财年内,保持强劲的用户增长。\n此外,高客户留存以及良好的获利能力将支撑公司长期盈利增长。花旗称,老虎证券的客户留存率始终保持在高于95%的较高水平。在商业化方面,老虎推出了现金管理业务、订阅及咨询服务,并计划在2020年第三季度开展自我清算,这将使得公司的营收更多元,提升公司的获利能力。\n花旗称,我们将老虎券商评为“买入”级。因为,老虎证券具有明确的市场领导地位,在美国证券经纪业务中为中国投资者奠定了坚实的基础;其次,全面的牌照为公司全球业务扩张开辟了道路。这将为公司增长带来新的动力,从而抵消增长放缓和在严格资本管制下,境内用户的增长。\n此外,全球扩张仍处于初期阶段,但近期由于市场波动很大,收益风险持续存在。花旗称,可能阻止股价上行的风险包括:1)在竞争加剧的情况下,经纪佣金率低于预期; 2)海外扩张不及预期;3)若国内监管机构进一步收紧资本,客户资产增长将超出预期控制;4)更改或终止与盈透证券的合伙关系;5)糟糕的市场表现将损害该公司的经纪佣金收入、利息收入的增长,并有可能导致客户流失。\n截至7月29日,老虎证券美股收盘报5.25美元,较花旗最新给出的目标价仍有28%的上涨空间。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":942874228,"gmtCreate":1596121355464,"gmtModify":1704211239023,"author":{"id":"3444783099693323","authorId":"3444783099693323","name":"挣点奶粉钱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>10股!","listText":"<a 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