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花式
03-21
$拼多多(PDD)$
本季度财报详细解读 一、主站才是真正胜负手 一如既往,四季度拼多多宣布实现总营收约889亿人民币,比预期大幅高出约90亿,再一次交付了相当炸裂的超预期表现。乍看之下,交易性收入(transaction service)比高了近60亿,换言之,营收确认在交易性收入中的Temu业务依旧是总营收大幅超预期的主要原因。 不过海豚君认为,这主要是市场预期对Temu收入口径的把握仍不准,而海豚君按照上次财报分析的方法来估算,基本把交易性收入的预期拉到了400亿以上,与财报实际答卷精准咬合。因此,我们认为Temu本季交付的营收实际上是大体符合调研数据中体现的经营情况的。 另一方面,反映主站经营情况的广告收入本季为487亿,同比增长57%,同样是明显高于市场预期的460亿,和约49%的同比增速。且由于广告收入目前应当不存在Temu的影响,海豚投研认为,主站广告收入实打实的超预期,才是本季营收端真正的亮点。 另外,再加上也确认在交易性收入中的,主站的支付手续费收入和主站百亿补贴频道贡献的佣金收入(随着品牌商品GMV占比的提升,主站佣金收入比重的也是在走高的),我们初步估算的拼多多主站整体的收入(包括广告和佣金)已接近570亿,同比增长近60%。横向对比另一家平台型电商龙头-淘天同期的921亿客户管理收入,可见拼多多主站收入已大约是淘天CMR的62%。再度验证了拼多多从单位GMV中获取的广告收入的能比淘天更强的现实。 从变现率的角度,据我们的推算,多多主站业务广告+佣金本季的综合变现率可能已经达到了4.4%上下,同比大约提升了0.6pct。拼多多一边卖着国内龙头电商平台中价格最低的商品,一边却有着当前国内电商平台中最强的变现能力,这看似矛盾的现实背后的原因包括: 1)拼多
花式
2018-06-25
今晚必跌,买期权,赚个%30,跑路,我没t加0可惜了
$特斯拉(TSLA)$ ,特朗谱铁心要打,特斯拉x和s,3,会部分失去中国市场,排除3盈利不级去年,国产化还要一年的烧钱,刚开除4100名员工,要额外烧2个月的工资,m3就算达到5000辆,现在也是亏钱,至少到9月份才有可能盈利,一但盈利,y又要烧钱,y烧完,卡车烧,卡车烧完,跑车烧,而且钢铁涨价,成本上升,利润低,人民币又贬值不利于进口,所以2季度估计最烧钱的一个季度,产量5000已经在股价提前370体现出来,就算达到,市场反应情绪肯定不高,在加上美国补贴快完了,这也是不生产廉价的m3的原因,如果贸易站上升,会引起市场抵触心理,就和当时日本和韩国一样,加上国产电动车也在一直追敢,其他牌子电动车也在追敢,留给特斯拉时间不多。得出结论,现在局势不明,别盲目做多!
今晚必跌,买期权,赚个%30,跑路,我没t加0可惜了
花式
2018-07-27
拼多多真实体验
$拼多多(PDD)$ %50假货,你们怎么看 上市前特地在拼多多买了不东西,刚开始觉得东西好便宜,就一下子买了20件这样子,买了9.9包邮2斤的米锅巴,吃一口给全扔了,太难吃了,比干吃米饭还难吃,可能在吃之前吃了一块沙琪玛。 买了16.88,5斤的小米蕉,买来发现个头比图片小了点,然后全青,放一天全变成黄色,敢说没放催熟剂?然后香蕉上有一股药味。 买了86块的原切牛排,说是10块130克,结果只有100克,另外30克是酱料,结果一煎水份好多,实际厚度只有官方图片一半大小,明显不是一张图,是我吃过最薄的原切牛排。 买了9.9包邮5斤的梨子,当块坏了两个,其他个头有大有小,有熟和没熟的,然后现在商家已经下线物品了.....商家这是在当辣鸡卖!只能说物有所值,算上包邮值这个价,不过超市里的坏果,只要1块1斤^o^。 然后不小心买了减肥的食物,是什么梅子来着,这东西和食物放在一起,害得我认为是什么好吃的,等我买回来才发现是减肥用的,中午吃了3个,傍晚吃了一个,结果就开闹肚子,一直到凌晨2点才睡,我这是在吃泻药💊,这和着凉肚子疼一样,大家都休验过吧,难受要命!拼多多为什么要把食物和药放在一块?那是不是我把伟哥和食物放在一块,然后说经常吃能壮阳,是不是也能卖?。 买了一条25块的牛仔裤,是花花公子的,想都不用想肯定是假的,关键好评还返现5元,收到货后看了一面料,感觉有点粗,不过穿个3年是没问题,才20块,物有所值,只不过我裤子很多,有更好的选择,应该不会穿了。 剩下的其他东西都不错,性价比高。本来想在拼多多买个320多松下剃须刀,后来在淘宝查了一下价格,淘宝皇冠店最低278,旗舰店是344,后来就在旗舰店买了,然后第二天旗舰店就涨到399,是不是为了给代理让价?还是成本上涨了,没人知道为什么! 从软件的切换速度来看,拼多多速度最快,淘宝稍微次之,京东最差,这也是不喜欢在京东买东
拼多多真实体验
花式
2018-08-03
$苹果(AAPL)$ 人生中最后悔的事 就是卖出苹果!都不知道为什么要卖,又不是末日!
花式
2018-06-29
相信自己的判断,落地为安
$阿里巴巴(BABA)$ 什么原因呢?我乱猜的!
相信自己的判断,落地为安
花式
03-22
$拼多多(PDD)$
跟着大佬买,别墅靠大海?3月20号,9个put,1个call
花式
2018-06-25
还有3手的put跑那去了,有人知道吗,这3手是赚钱的put
是不是系统自动就不显示了
还有3手的put跑那去了,有人知道吗,这3手是赚钱的put
花式
2019-03-27
$蔚来(NIO)$ 赚一倍,赶紧跑路,以后涨跌于我无关,那天大跌时,我是看特斯拉那边消息进来的,我之前并没关注蔚来,算是白捡的钱,反正我是学到了,根本不要去预测股市,没用,买这种已经出来的消息,保险多了
花式
2018-08-15
$阿里巴巴(BABA)$ 今晚要破170?
花式
2017-08-16
请问下
$苹果(AAPL)$期权提前卖掉,会影响利息吗?
请问下
花式
2018-08-14
$京东(JD)$ 为什么不等我啊 打算财报前做空的,现在财报前一顿跌,叫我怎么做呢
花式
2018-06-25
必跌330
$特斯拉(TSLA)$ ,和上次套路一样
必跌330
花式
2018-06-23
最后5分钟,多空大战
$苹果(AAPL)$ 最后5分钟当时185的put才0.01,只要低于185,每0.01翻一倍,那假如机构大量抛售,赚put钱,那岂不是可以操纵股市!
最后5分钟,多空大战
花式
2017-08-21
苹果可以抄底了,i8发布,必涨
$苹果(AAPL)$,可以买入了
苹果可以抄底了,i8发布,必涨
花式
2018-08-14
$京东(JD)$ 大家问我怎么做,堵啊 看跌25,赌一把
花式
2018-07-02
按这速度
$特斯拉(TSLA)$ 跌破300指日可待!
按这速度
花式
2017-08-16
我堵啊里涨!
$阿里巴巴(BABA)$,涨!
我堵啊里涨!
花式
2018-08-14
$唯品会(VIPS)$ 还要跌,已经下调评级了
花式
2018-07-01
江山易改本性难移,你对一个胖子说少吃一点就能减肥,有用吗?
$阿里巴巴(BABA)$ 魏亮宸:没有谁能预测未来,但却可以改变未来 昨天和大家聊过什么是个人理财,希望大家能树立一个正确的投资观念,希望大家能明白投资从来不是一件简单的事情,在任何市场,只要是涉及到金钱的,本质都是在和人博弈,特别是金融市场。 之前有说到过一个观点,永远只会是少部分人赚大部分人的钱,那么我们来分析一下最基本的三点:1.你是否专业技术比大部分人强?2.你是否比大部分人消息接受的快?3.你是否比大多数人有钱?这里对比一下自身,是否具备这其中之一?如果没有,那么你凭什么去赚取大部分人的钱? 上面的问题留给你们反思了,因为每个人所处的环境和处境都不一样,我没有办法去评论,有些问题还是需要结合自身去看,下面我聊聊投资决策上经常出现的人性弱点。 投资决策的人性弱点 1、损失厌恶: 人们总是喜欢确定的收益,讨厌确定的损失。 假定你打开交易软件,发现上周投资的某只股票毫无征兆的涨得非常好,盈利超过50%(持仓成本为16元/股,现在涨到了24元/股),你会如何操作? 大部分人的第一反应是获利退出,落袋为安,部分老手可能会选择部分卖出,收回本金和部分利润,留着剩下的一部分利润在股票里,再博一把。 在这里,无论是全部卖出,落袋为安,还是部分卖出,收回本金,反应了人们在盈利情况下,对于风险(不确定性)的厌恶。 人们会一直保持风险厌恶吗?不一定! 还是上面的例子,假定股价不是大涨,而是大跌了50%,(持仓成本为16元/每股,现在跌到8元/股),你会如何操作呢? 心理学家发现,大部人会选择继续持有,等待反弹。因为此刻卖出,意味着浮亏变为实亏,这是一般人不愿意接受的,为了避免确定的损失,人们甚至变得更加愿意承担风险,持有股票,期待反弹。最后,盈利(赚1000元)带来的快乐程度要小于同等额度亏损(亏1000元)带来的痛苦。如此也解释了,为什么很多散户手里的好票拿不住,
江山易改本性难移,你对一个胖子说少吃一点就能减肥,有用吗?
花式
2023-08-24
$英伟达(NVDA)$
杀期权的,下周就能涨了
去老虎APP查看更多动态
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跟着大佬买,别墅靠大海?3月20号,9个put,1个call","images":[{"img":"https://static.tigerbbs.com/0b40774b08fdf3a89c7d844b92c819eb","width":"1290","height":"2796"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/287014986215712","isVote":1,"tweetType":1,"viewCount":1596,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3464324161064700","authorId":"3464324161064700","authorIdStr":"3464324161064700","name":"花式","avatar":"https://static.laohu8.com/608828e79384008b6eef411c40b5bfe1","crmLevel":7,"crmLevelSwitch":0},"content":"所有新闻都说拼多多好,除了高盛,所有分析师都说拼多多好,都提高他的价值,可是为什么股票一直跌呢?难道这些新闻都是忽悠散户持仓,然后机构跑路吗?","text":"所有新闻都说拼多多好,除了高盛,所有分析师都说拼多多好,都提高他的价值,可是为什么股票一直跌呢?难道这些新闻都是忽悠散户持仓,然后机构跑路吗?","html":"所有新闻都说拼多多好,除了高盛,所有分析师都说拼多多好,都提高他的价值,可是为什么股票一直跌呢?难道这些新闻都是忽悠散户持仓,然后机构跑路吗?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":286689983959296,"gmtCreate":1711012716031,"gmtModify":1711012875304,"author":{"id":"3464324161064700","authorId":"3464324161064700","authorIdStr":"3464324161064700","name":"花式","avatar":"https://static.laohu8.com/608828e79384008b6eef411c40b5bfe1","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 本季度财报详细解读 一、主站才是真正胜负手 一如既往,四季度拼多多宣布实现总营收约889亿人民币,比预期大幅高出约90亿,再一次交付了相当炸裂的超预期表现。乍看之下,交易性收入(transaction service)比高了近60亿,换言之,营收确认在交易性收入中的Temu业务依旧是总营收大幅超预期的主要原因。 不过海豚君认为,这主要是市场预期对Temu收入口径的把握仍不准,而海豚君按照上次财报分析的方法来估算,基本把交易性收入的预期拉到了400亿以上,与财报实际答卷精准咬合。因此,我们认为Temu本季交付的营收实际上是大体符合调研数据中体现的经营情况的。 另一方面,反映主站经营情况的广告收入本季为487亿,同比增长57%,同样是明显高于市场预期的460亿,和约49%的同比增速。且由于广告收入目前应当不存在Temu的影响,海豚投研认为,主站广告收入实打实的超预期,才是本季营收端真正的亮点。 另外,再加上也确认在交易性收入中的,主站的支付手续费收入和主站百亿补贴频道贡献的佣金收入(随着品牌商品GMV占比的提升,主站佣金收入比重的也是在走高的),我们初步估算的拼多多主站整体的收入(包括广告和佣金)已接近570亿,同比增长近60%。横向对比另一家平台型电商龙头-淘天同期的921亿客户管理收入,可见拼多多主站收入已大约是淘天CMR的62%。再度验证了拼多多从单位GMV中获取的广告收入的能比淘天更强的现实。 从变现率的角度,据我们的推算,多多主站业务广告+佣金本季的综合变现率可能已经达到了4.4%上下,同比大约提升了0.6pct。拼多多一边卖着国内龙头电商平台中价格最低的商品,一边却有着当前国内电商平台中最强的变现能力,这看似矛盾的现实背后的原因包括: 1)拼多","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 本季度财报详细解读 一、主站才是真正胜负手 一如既往,四季度拼多多宣布实现总营收约889亿人民币,比预期大幅高出约90亿,再一次交付了相当炸裂的超预期表现。乍看之下,交易性收入(transaction service)比高了近60亿,换言之,营收确认在交易性收入中的Temu业务依旧是总营收大幅超预期的主要原因。 不过海豚君认为,这主要是市场预期对Temu收入口径的把握仍不准,而海豚君按照上次财报分析的方法来估算,基本把交易性收入的预期拉到了400亿以上,与财报实际答卷精准咬合。因此,我们认为Temu本季交付的营收实际上是大体符合调研数据中体现的经营情况的。 另一方面,反映主站经营情况的广告收入本季为487亿,同比增长57%,同样是明显高于市场预期的460亿,和约49%的同比增速。且由于广告收入目前应当不存在Temu的影响,海豚投研认为,主站广告收入实打实的超预期,才是本季营收端真正的亮点。 另外,再加上也确认在交易性收入中的,主站的支付手续费收入和主站百亿补贴频道贡献的佣金收入(随着品牌商品GMV占比的提升,主站佣金收入比重的也是在走高的),我们初步估算的拼多多主站整体的收入(包括广告和佣金)已接近570亿,同比增长近60%。横向对比另一家平台型电商龙头-淘天同期的921亿客户管理收入,可见拼多多主站收入已大约是淘天CMR的62%。再度验证了拼多多从单位GMV中获取的广告收入的能比淘天更强的现实。 从变现率的角度,据我们的推算,多多主站业务广告+佣金本季的综合变现率可能已经达到了4.4%上下,同比大约提升了0.6pct。拼多多一边卖着国内龙头电商平台中价格最低的商品,一边却有着当前国内电商平台中最强的变现能力,这看似矛盾的现实背后的原因包括: 1)拼多","text":"$拼多多(PDD)$ 本季度财报详细解读 一、主站才是真正胜负手 一如既往,四季度拼多多宣布实现总营收约889亿人民币,比预期大幅高出约90亿,再一次交付了相当炸裂的超预期表现。乍看之下,交易性收入(transaction service)比高了近60亿,换言之,营收确认在交易性收入中的Temu业务依旧是总营收大幅超预期的主要原因。 不过海豚君认为,这主要是市场预期对Temu收入口径的把握仍不准,而海豚君按照上次财报分析的方法来估算,基本把交易性收入的预期拉到了400亿以上,与财报实际答卷精准咬合。因此,我们认为Temu本季交付的营收实际上是大体符合调研数据中体现的经营情况的。 另一方面,反映主站经营情况的广告收入本季为487亿,同比增长57%,同样是明显高于市场预期的460亿,和约49%的同比增速。且由于广告收入目前应当不存在Temu的影响,海豚投研认为,主站广告收入实打实的超预期,才是本季营收端真正的亮点。 另外,再加上也确认在交易性收入中的,主站的支付手续费收入和主站百亿补贴频道贡献的佣金收入(随着品牌商品GMV占比的提升,主站佣金收入比重的也是在走高的),我们初步估算的拼多多主站整体的收入(包括广告和佣金)已接近570亿,同比增长近60%。横向对比另一家平台型电商龙头-淘天同期的921亿客户管理收入,可见拼多多主站收入已大约是淘天CMR的62%。再度验证了拼多多从单位GMV中获取的广告收入的能比淘天更强的现实。 从变现率的角度,据我们的推算,多多主站业务广告+佣金本季的综合变现率可能已经达到了4.4%上下,同比大约提升了0.6pct。拼多多一边卖着国内龙头电商平台中价格最低的商品,一边却有着当前国内电商平台中最强的变现能力,这看似矛盾的现实背后的原因包括: 1)拼多","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":1,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/286689983959296","isVote":1,"tweetType":1,"viewCount":2170,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274694556928","authorId":"3479274694556928","authorIdStr":"3479274694556928","name":"栋哥","avatar":"https://static.laohu8.com/picture20","crmLevel":1,"crmLevelSwitch":0},"content":"整体毛利润同比下滑不可怕,只要成长性还在","text":"整体毛利润同比下滑不可怕,只要成长性还在","html":"整体毛利润同比下滑不可怕,只要成长性还在"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284309371457840,"gmtCreate":1710442245843,"gmtModify":1710442248503,"author":{"id":"3464324161064700","authorId":"3464324161064700","authorIdStr":"3464324161064700","name":"花式","avatar":"https://static.laohu8.com/608828e79384008b6eef411c40b5bfe1","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"华尔街说的算。","listText":"华尔街说的算。","text":"华尔街说的算。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/284309371457840","repostId":"1167455125","repostType":2,"repost":{"id":"1167455125","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":1710366870,"share":"https://www.laohu8.com/m/news/1167455125?lang=&edition=full","pubTime":"2024-03-14 05:54","market":"us","language":"zh","title":"UiPath Q4营收高于预期,第一财季营收指引不及预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1167455125","media":"老虎资讯综合","summary":"3月14日,应用软件公司$UiPath(PATH)$第四财季总体营收4.053亿美元,分析师预期3.839亿美元;第四财季调整后每股收益0.22美元,分析师预期0.16美元;预计第一财季营收3.30亿-3.35亿美元,分析师预期3.472亿美元;预计2025年营收大约15.6亿美元,分析师预期15.3亿美元。财报发布后,UiPath美股盘后一度跌近3%,随后转涨。","content":"<html><head></head><body><p>3月14日,应用软件公司<a href=\"https://laohu8.com/S/PATH\">UiPath</a>第四财季总体营收4.053亿美元,分析师预期3.839亿美元;第四财季调整后每股收益0.22美元,分析师预期0.16美元;预计第一财季营收3.30亿-3.35亿美元,分析师预期3.472亿美元;预计2025年营收大约15.6亿美元,分析师预期15.3亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfef6b0e8e21d9d43e266eef6c141ed6\" tg-width=\"814\" tg-height=\"741\"/></p><p>财报发布后,UiPath美股盘后一度跌近3%,随后转涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b1fb1454354a8f7aafe31a00c18c49a\" tg-width=\"871\" tg-height=\"828\"/></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>UiPath Q4营收高于预期,第一财季营收指引不及预期</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{ 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}\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\">\nUiPath Q4营收高于预期,第一财季营收指引不及预期\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\">2024-03-14 05:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月14日,应用软件公司<a href=\"https://laohu8.com/S/PATH\">UiPath</a>第四财季总体营收4.053亿美元,分析师预期3.839亿美元;第四财季调整后每股收益0.22美元,分析师预期0.16美元;预计第一财季营收3.30亿-3.35亿美元,分析师预期3.472亿美元;预计2025年营收大约15.6亿美元,分析师预期15.3亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfef6b0e8e21d9d43e266eef6c141ed6\" tg-width=\"814\" tg-height=\"741\"/></p><p>财报发布后,UiPath美股盘后一度跌近3%,随后转涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b1fb1454354a8f7aafe31a00c18c49a\" tg-width=\"871\" tg-height=\"828\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/caa3dc6feeb21af84f5e21f88469b80a","relate_stocks":{"PATH":"UiPath","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓","BK4585":"ETF&股票定投概念","BK4097":"系统软件","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4539":"次新股","BK4588":"碎股","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167455125","content_text":"3月14日,应用软件公司UiPath第四财季总体营收4.053亿美元,分析师预期3.839亿美元;第四财季调整后每股收益0.22美元,分析师预期0.16美元;预计第一财季营收3.30亿-3.35亿美元,分析师预期3.472亿美元;预计2025年营收大约15.6亿美元,分析师预期15.3亿美元。财报发布后,UiPath美股盘后一度跌近3%,随后转涨。","news_type":1},"isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":277184564944984,"gmtCreate":1708701162157,"gmtModify":1708701163992,"author":{"id":"3464324161064700","authorId":"3464324161064700","authorIdStr":"3464324161064700","name":"花式","avatar":"https://static.laohu8.com/608828e79384008b6eef411c40b5bfe1","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"太吓人了","listText":"太吓人了","text":"太吓人了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/277184564944984","repostId":"1186335586","repostType":2,"repost":{"id":"1186335586","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":1708639821,"share":"https://www.laohu8.com/m/news/1186335586?lang=&edition=full","pubTime":"2024-02-23 06:10","market":"us","language":"zh","title":"英伟达市值暴拉2770亿美元,等于两个高盛!分析师:AI派对才开始","url":"https://stock-news.laohu8.com/highlight/detail?id=1186335586","media":"华尔街见闻","summary":"分析师称AI派对才开始,英伟达股价最终可能涨至四位数。周四,英伟达股价继续暴涨,收盘涨1.46%,报785.38美元。周四的大涨也让英伟达创下美股单个交易日的市值增幅最高纪录,刷新Meta在2月2日创下的1970亿美元市值增幅。2770亿美元的市值增幅相当于一整个$奈飞$或一整个Adobe,或者半个摩根大通或两个高盛。","content":"<html><head></head><body><blockquote><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>收盘大涨16.4%,创历史新高,并创下美股单个交易日市值增幅纪录。分析师称AI派对才开始,英伟达股价最终可能涨至四位数。黄仁勋的身家升至彭博亿万富豪指数的第21位。</p></blockquote><p style=\"text-align: justify;\">周三发布劲爆业绩的英伟达隔日继续猛拉,美股周四收盘涨幅超过16.4%,刷新股价最高纪录,市值猛增2770亿美元,相当于增加了一个整个的Netflix或一个整个的<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>,或者接近半个<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>或两个<a href=\"https://laohu8.com/S/GS\">高盛</a>!</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4075e02668320c2ea87da5deedab264\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">英伟达四季度财报显示,该公司营收和利润同比暴增并超出分析师预期,并表示生成式AI已经达到“引爆点”,该公司新一代产品将继续供不应求,刺激英伟达股价周三盘后大涨10%。周四,英伟达股价继续暴涨,收盘涨16.4%,报785.38美元。相比之下,一年前的今天,英伟达股价只有207美元。</p><p style=\"text-align: justify;\">根据<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师约瑟夫·摩尔的说法,英伟达击碎了市场的高预期。</p><blockquote><p style=\"text-align: justify;\">“我们之前从未见过季度营收超过业绩指引20亿美元的增幅,直到英伟达几个季度前做到了,但这在AI狂潮期间已成为常态。AI需求的强劲持续令人印象深刻。”</p></blockquote><p style=\"text-align: justify;\">周四的大涨也让英伟达创下美股单个交易日的市值增幅最高纪录,刷新Meta在2月2日创下的1970亿美元市值增幅。2770亿美元的市值增幅相当于一整个<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>或一整个Adobe,或者半个摩根大通或两个高盛。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64590981ea715301cd8c2f544443d5ff\" tg-width=\"653\" tg-height=\"457\"/></p><p style=\"text-align: justify;\">而宣布AI已触及“引爆点”的英伟达CEO黄仁勋,也通过英伟达这波大涨,有望跻身全球富豪排行榜前20名。数据显示,黄仁勋目前的净资产为681亿美元,周四一天就提升了85亿美元,超越美国工业巨头Charles Koch和中国饮用水大亨钟睒睒,升至彭博亿万富豪指数的第21位。而就在去年初,他还只是以135亿美元的净资产排名第128位。</p><p style=\"text-align: justify;\">韦德布什资深股票分析师Dan Ives表示,黄仁勋是AI教父,英伟达四季度的业绩是多年来最重要的一份企业财报,<strong>从需求峰值等角度来看,这场AI派对才刚刚开始。</strong>他表示,这一轮庞大的支出潮将会涌向其余科技企业,“在我们看来,将会继续推升科技牛市”。</p><p style=\"text-align: justify;\">Ives称,<strong>未来两三年,可能AMD等企业会参与竞争,但眼下英伟达是“唯一的玩家”。他认为,其股价最终有可能涨至四位数。</strong></p><p style=\"text-align: justify;\">媒体分析,一系列超出预期的结果意味着从市盈率来看,英伟达的股票正变得更加便宜。还有分析师表示,英伟达现在简直就是在印钞,“而且从这里继续增长的前景仍然看起来很稳固。”</p><p style=\"text-align: justify;\">人工智能算力需求激增无疑是刺激英伟达连创纪录的原因。华尔街见闻此前报道,黄仁勋在周三的财报电话会议表示,加速计算和生成式AI已经达到了引爆点。全球各地的公司、行业和国家的需求正在激增,由于生成式AI以及整个行业的计算硬件需求从CPU向英伟达制造的加速器的转移,对该公司GPU的需求将保持高涨。</p><p style=\"text-align: justify;\">英伟达CFO科莱特·克雷斯则表示,公司下一代产品的市场需求远超过供给水平,尤其是该公司预计今年晚些时候发货的新一代芯片B100。他表示,“构建和部署AI解决方案已经触及几乎每一个行业”,预计数据中心基础设施规模将在五年内翻番。</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>英伟达市值暴拉2770亿美元,等于两个高盛!分析师:AI派对才开始</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{ 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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英伟达市值暴拉2770亿美元,等于两个高盛!分析师:AI派对才开始\n</h2>\n\n<h4 class=\"meta\">\n\n2024-02-23 06:10 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达收盘大涨16.4%,创历史新高,并创下美股单个交易日市值增幅纪录。分析师称AI派对才开始,英伟达股价最终可能涨至四位数。黄仁勋的身家升至彭博亿万富豪指数的第21位。周三发布劲爆业绩的英伟达隔日继续猛拉,美股周四收盘涨幅超过16.4%,刷新股价最高纪录,市值猛增2770亿美元,相当于增加了一个整个的Netflix或一个整个的Adobe,或者接近半个摩根大通或两个高盛!英伟达四季度财报显示,该...</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/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","NVDA":"英伟达","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","GS":"高盛","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","NFLX":"奈飞","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4552":"Archegos爆仓风波概念","BK4551":"寇图资本持仓","BK4581":"高盛持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186335586","content_text":"英伟达收盘大涨16.4%,创历史新高,并创下美股单个交易日市值增幅纪录。分析师称AI派对才开始,英伟达股价最终可能涨至四位数。黄仁勋的身家升至彭博亿万富豪指数的第21位。周三发布劲爆业绩的英伟达隔日继续猛拉,美股周四收盘涨幅超过16.4%,刷新股价最高纪录,市值猛增2770亿美元,相当于增加了一个整个的Netflix或一个整个的Adobe,或者接近半个摩根大通或两个高盛!英伟达四季度财报显示,该公司营收和利润同比暴增并超出分析师预期,并表示生成式AI已经达到“引爆点”,该公司新一代产品将继续供不应求,刺激英伟达股价周三盘后大涨10%。周四,英伟达股价继续暴涨,收盘涨16.4%,报785.38美元。相比之下,一年前的今天,英伟达股价只有207美元。根据摩根士丹利分析师约瑟夫·摩尔的说法,英伟达击碎了市场的高预期。“我们之前从未见过季度营收超过业绩指引20亿美元的增幅,直到英伟达几个季度前做到了,但这在AI狂潮期间已成为常态。AI需求的强劲持续令人印象深刻。”周四的大涨也让英伟达创下美股单个交易日的市值增幅最高纪录,刷新Meta在2月2日创下的1970亿美元市值增幅。2770亿美元的市值增幅相当于一整个奈飞或一整个Adobe,或者半个摩根大通或两个高盛。而宣布AI已触及“引爆点”的英伟达CEO黄仁勋,也通过英伟达这波大涨,有望跻身全球富豪排行榜前20名。数据显示,黄仁勋目前的净资产为681亿美元,周四一天就提升了85亿美元,超越美国工业巨头Charles Koch和中国饮用水大亨钟睒睒,升至彭博亿万富豪指数的第21位。而就在去年初,他还只是以135亿美元的净资产排名第128位。韦德布什资深股票分析师Dan Ives表示,黄仁勋是AI教父,英伟达四季度的业绩是多年来最重要的一份企业财报,从需求峰值等角度来看,这场AI派对才刚刚开始。他表示,这一轮庞大的支出潮将会涌向其余科技企业,“在我们看来,将会继续推升科技牛市”。Ives称,未来两三年,可能AMD等企业会参与竞争,但眼下英伟达是“唯一的玩家”。他认为,其股价最终有可能涨至四位数。媒体分析,一系列超出预期的结果意味着从市盈率来看,英伟达的股票正变得更加便宜。还有分析师表示,英伟达现在简直就是在印钞,“而且从这里继续增长的前景仍然看起来很稳固。”人工智能算力需求激增无疑是刺激英伟达连创纪录的原因。华尔街见闻此前报道,黄仁勋在周三的财报电话会议表示,加速计算和生成式AI已经达到了引爆点。全球各地的公司、行业和国家的需求正在激增,由于生成式AI以及整个行业的计算硬件需求从CPU向英伟达制造的加速器的转移,对该公司GPU的需求将保持高涨。英伟达CFO科莱特·克雷斯则表示,公司下一代产品的市场需求远超过供给水平,尤其是该公司预计今年晚些时候发货的新一代芯片B100。他表示,“构建和部署AI解决方案已经触及几乎每一个行业”,预计数据中心基础设施规模将在五年内翻番。","news_type":1},"isVote":1,"tweetType":1,"viewCount":817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":234732834226344,"gmtCreate":1698335738496,"gmtModify":1698336298666,"author":{"id":"3464324161064700","authorId":"3464324161064700","authorIdStr":"3464324161064700","name":"花式","avatar":"https://static.laohu8.com/608828e79384008b6eef411c40b5bfe1","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"吹牛逼不交税,具体电池参数都没有,一切靠感觉","listText":"吹牛逼不交税,具体电池参数都没有,一切靠感觉","text":"吹牛逼不交税,具体电池参数都没有,一切靠感觉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/234732834226344","repostId":"2378852229","repostType":2,"repost":{"id":"2378852229","pubTimestamp":1698330613,"share":"https://www.laohu8.com/m/news/2378852229?lang=&edition=full","pubTime":"2023-10-26 22:30","market":"us","language":"en","title":"QuantumScape (QS) Q3 2023: prototype solid-state test cells exceed performance targets","url":"https://stock-news.laohu8.com/highlight/detail?id=2378852229","media":"Electrek","summary":"Following the close of Q3 2023, solid-state battery developer QuantumScape has updated the public to its progress the last three months, which includes some encouraging results. In addition to catching a peep at mockups of its production-intent QSE-5 cell design, QuantumScape’s prototype has done better than expected with one automotive OEM in particular. Are solid-state EVs closer than we imagined? QuantumScape says maybe, but it still has some work to do.","content":"<html><body><div>\n<figure>\n<img fetchpriority=\"high\" height=\"700\" src=\"https://electrek.co/wp-content/uploads/sites/3/2023/10/QuantumScape-Q3-solid-state-battery.jpg?quality=82&strip=all&w=1400\" srcset=\"https://i0.wp.com/electrek.co/wp-content/uploads/sites/3/2023/10/QuantumScape-Q3-solid-state-battery.jpg?w=320&quality=82&strip=all&ssl=1 320w, https://i0.wp.com/electrek.co/wp-content/uploads/sites/3/2023/10/QuantumScape-Q3-solid-state-battery.jpg?w=640&quality=82&strip=all&ssl=1 640w, https://i0.wp.com/electrek.co/wp-content/uploads/sites/3/2023/10/QuantumScape-Q3-solid-state-battery.jpg?w=1024&quality=82&strip=all&ssl=1 1024w, https://i0.wp.com/electrek.co/wp-content/uploads/sites/3/2023/10/QuantumScape-Q3-solid-state-battery.jpg?w=1500&quality=82&strip=all&ssl=1 1500w\" width=\"1400\"/>\n</figure>\n<p>Following the close of Q3 2023, solid-state battery developer QuantumScape has updated the public to its progress the last three months, which includes some encouraging results. In addition to catching a peep at mockups of its production-intent QSE-5 cell design, QuantumScape’s prototype has done better than expected with one automotive OEM in particular. Are solid-state EVs closer than we imagined? QuantumScape says maybe, but it still has some work to do.</p>\n<span></span><ins></ins>\n<p>If you don’t know the name QuantumScape ($QS) by now, you should probably start educating yourself (don’t worry, we have plenty of previous coverage for you to study). The advanced battery technology company has been working for over a decade to develop scalable, energy-dense solid-state battery cells that can one day achieve cost parity with traditional lithium-ion cells popular in current EV models.</p>\n<p>While there are plenty of competitors out there chasing a future powered by safer and more efficient solid-state cells, QuantumScape hit its own major breakthrough in 2020 by utilizing a proprietary ceramic separator. This technology led to single-layer prototype cell testing, followed by 10-layer cells, then 16-layer prototypes.</p>\n<p>By Q2 of 2022, QuantumScape’s solid-state had expanded to 24 layers, setting the stage for vigorous internal testing and the beginning of a three-step journey (A, B, and C prototype cells) before entering automotive qualification and (hopefully) commercialized production.</p>\n<p>In December of 2022, QuantumScape began delivering the first 24-layer A0 prototype cells to automotive partners to test themselves, and by Q1 of 2023, testing had been completed by at least one unnamed EV OEM.</p>\n<p>At that same time, QuantumScape shared that its first commercial solid-state product will be an ~5 Ah cell called QSE-5 (seen above), which also began shipping to OEM partners as of Q2 2023. Now, QuantumScape has posted its Q3 2023 report, and A0 prototype testing has delivered results that were better than expected.</p>\n<figure><img decoding=\"async\" fetchpriority=\"high\" height=\"700\" sizes=\"(max-width: 1400px) 100vw, 1400px\" src=\"https://electrek.co/wp-content/uploads/sites/3/2023/10/QuantumScape-Q3-solid-state-QSE-5.jpg?quality=82&strip=all&w=1024\" srcset=\"https://electrek.co/wp-content/uploads/sites/3/2023/10/QuantumScape-Q3-solid-state-QSE-5.jpg 1400w, https://electrek.co/wp-content/uploads/sites/3/2023/10/QuantumScape-Q3-solid-state-QSE-5.jpg?resize=150,75 150w, https://electrek.co/wp-content/uploads/sites/3/2023/10/QuantumScape-Q3-solid-state-QSE-5.jpg?resize=300,150 300w, https://electrek.co/wp-content/uploads/sites/3/2023/10/QuantumScape-Q3-solid-state-QSE-5.jpg?resize=768,384 768w, https://electrek.co/wp-content/uploads/sites/3/2023/10/QuantumScape-Q3-solid-state-QSE-5.jpg?resize=1024,512 1024w, https://electrek.co/wp-content/uploads/sites/3/2023/10/QuantumScape-Q3-solid-state-QSE-5.jpg?resize=350,175 350w, https://electrek.co/wp-content/uploads/sites/3/2023/10/QuantumScape-Q3-solid-state-QSE-5.jpg?resize=140,70 140w, https://electrek.co/wp-content/uploads/sites/3/2023/10/QuantumScape-Q3-solid-state-QSE-5.jpg?resize=290,145 290w\" width=\"1400\"/><figcaption>A mockup of QuantumScape’s QSE-5 solid-state cell with FlexFrame / Credit: QuantumScape</figcaption></figure>\n<h2>QuantumScape rolls in Q3, shares FlexFrame format</h2>\n<p>As previously mentioned, QuantumScape’s first planned commercial product will be a solid-state cell called the QSE-5, based upon the aforementioned A0 prototype cells. QS states that the cell consists of a unique format it calls FlexFrame, which combines the conventional pouch and prismatic cell designs in order to address the “uniaxial expansion of lithium metal as it plates and strips during charging and discharging.”</p>\n<p>The battery developer shared that a primary goal for 2023 is to improve the packaging of its QSE-5 cells compared to the A0 prototypes, as the former will contain higher-loading cathodes than the former, sustaining higher current densities built with tighter margins, putting more stress on the cell.</p>\n<p>For comparison, QuantumScape says the QSE-5 cells are designed to deliver a capacity around 5 amp-hours (Ah), while 2170 battery designs currently used by some of the top EV automakers offer an average capacity of around 4.5–5 Ah. In this case, QuantumScape sits on the cusp of performance parity if not better, using smaller, lighter, and safer cells.</p>\n<p>Switching back to the A0 prototypes that will enable the production of the QSE-5 cells someday, QuantumScape provided further room for optimism in its Q3 2023 report. The company states that although its commercial target for its solid-state cells remains at 80% energy retention through 800 charge cycles, one prospective automotive customer found much better results testing the A0 cells.</p>\n<p>Those labs completed over 1,000 full cycle equivalents and achieved over 95% discharge energy retention using test conditions of C/3 charge and C/2 discharge with QuantumScape’s standard temperature and pressure conditions, and 100% depth of discharge. In the Q3 report, QuantumScape patted itself on the back for this encouraging result, but isn’t shopping for yachts any time soon – there is still plenty of room for improvement. Per the company:</p>\n<blockquote>\n<p>We emphasize that this is the best-performing cell and we have work to do on aspects such as reliability. Nonetheless, this is an exceptional result. We are not aware of any automotive-format lithium-metal battery that has shown such high discharge energy retention over a comparable cycle count, at room temperature and modest pressure, regardless of C-rate. We believe that no competing electrolyte — solid or liquid — has demonstrated sufficient stability with lithium metal to achieve this, and that this result sets a new high-water mark for lithium-metal battery performance.</p>\n</blockquote>\n<figure><img decoding=\"async\" height=\"700\" sizes=\"(max-width: 1400px) 100vw, 1400px\" src=\"https://electrek.co/wp-content/uploads/sites/3/2023/10/QuantumScape-Q3-prototype-life-cycle.jpg?quality=82&strip=all&w=1024\" srcset=\"https://electrek.co/wp-content/uploads/sites/3/2023/10/QuantumScape-Q3-prototype-life-cycle.jpg 1400w, https://electrek.co/wp-content/uploads/sites/3/2023/10/QuantumScape-Q3-prototype-life-cycle.jpg?resize=150,75 150w, https://electrek.co/wp-content/uploads/sites/3/2023/10/QuantumScape-Q3-prototype-life-cycle.jpg?resize=300,150 300w, https://electrek.co/wp-content/uploads/sites/3/2023/10/QuantumScape-Q3-prototype-life-cycle.jpg?resize=768,384 768w, https://electrek.co/wp-content/uploads/sites/3/2023/10/QuantumScape-Q3-prototype-life-cycle.jpg?resize=1024,512 1024w, https://electrek.co/wp-content/uploads/sites/3/2023/10/QuantumScape-Q3-prototype-life-cycle.jpg?resize=350,175 350w, https://electrek.co/wp-content/uploads/sites/3/2023/10/QuantumScape-Q3-prototype-life-cycle.jpg?resize=140,70 140w, https://electrek.co/wp-content/uploads/sites/3/2023/10/QuantumScape-Q3-prototype-life-cycle.jpg?resize=290,145 290w\" width=\"1400\"/><figcaption>Credit: QuantumScape Q3 Report</figcaption></figure>\n<p>Looking ahead, QuantumScape states that its work beyond Q3 2023 will remain focused on QSE-5 development, which could find much success in several applications serving all vehicles from passenger EVs, to commercial trucks, motorcycles, and even consumer electronics. In regard to electronics, QuantumScape’s Q3 report states that the company’s single-layer solid-state cells have now achieved between 1,500 to 2,000 cycles with approximately 80% discharge energy retention with zero externally applied pressure. For comparison, QS states that 500 to 1,000 charge-discharge cycles represents the key life cycle threshold for most consumer electronics applications.</p>\n<p>On the manufacturing side, QuantumScape has completed equipment installation for its “Raptor” fast separator heat treatment process (3x as fast as previous processes) and remains on track to deploy the process by year’s end. It also continues to make progress in implementing its “Cobra” process to support the QSE-5 B0 prototype production in the future.</p>\n<p>Financials look good as well. The Q3 report detailed $1.1 billion in liquidity as QuantumScape raised $300 million in gross proceeds the past three months. The company’s current forecast offers enough runway to continue solid-state cell development into 2026. Per QuantumScape:</p>\n<blockquote>\n<p>Our focus for 2023 is simple: turn the corner from prototype to product. Our key milestones are all aimed at advancing product development to build a sufficient level of technical and manufacturing maturity to enable initial production of QSE-5. With just a few months remaining in the year, we are maintaining aggressive near-term schedules and remain focused on bringing a potentially disruptive first product to market in the near future.</p>\n<p>But strategically, our mission is bigger than a series of near-term objectives. We have been pursuing a next-generation electric vehicle battery for over a decade, and with a mission as challenging and as important as this, long-term thinking is indispensable. Moreover, the market opportunity for our technology platform is massive, potentially in the hundreds of billions of dollars annually for decades to come.</p>\n</blockquote>\n</div></body></html>","source":"electrek_highlight","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>QuantumScape (QS) Q3 2023: prototype solid-state test cells exceed performance targets</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\">\nQuantumScape (QS) Q3 2023: prototype solid-state test cells exceed performance targets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-26 22:30 GMT+8 <a href=https://electrek.co/2023/10/26/quantumscape-qs-q3-2023-prototype-solid-state-cells-exceed-targets/><strong>Electrek</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Following the close of Q3 2023, solid-state battery developer QuantumScape has updated the public to its progress the last three months, which includes some encouraging results. In addition to ...</p>\n\n<a href=\"https://electrek.co/2023/10/26/quantumscape-qs-q3-2023-prototype-solid-state-cells-exceed-targets/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://electrek.co/wp-content/uploads/sites/3/2023/10/QuantumScape-Q3-solid-state-battery.jpg?quality=82&strip=all&w=1400","relate_stocks":{"BK4540":"固态电池","QS":"Quantumscape Corp.","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4545":"锂电池","BK4124":"机动车零配件与设备","BK4551":"寇图资本持仓","LU0823414478.USD":"法巴经典能源转换基金","BK4561":"索罗斯持仓"},"source_url":"https://electrek.co/2023/10/26/quantumscape-qs-q3-2023-prototype-solid-state-cells-exceed-targets/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2378852229","content_text":"Following the close of Q3 2023, solid-state battery developer QuantumScape has updated the public to its progress the last three months, which includes some encouraging results. In addition to catching a peep at mockups of its production-intent QSE-5 cell design, QuantumScape’s prototype has done better than expected with one automotive OEM in particular. Are solid-state EVs closer than we imagined? QuantumScape says maybe, but it still has some work to do.\n\nIf you don’t know the name QuantumScape ($QS) by now, you should probably start educating yourself (don’t worry, we have plenty of previous coverage for you to study). The advanced battery technology company has been working for over a decade to develop scalable, energy-dense solid-state battery cells that can one day achieve cost parity with traditional lithium-ion cells popular in current EV models.\nWhile there are plenty of competitors out there chasing a future powered by safer and more efficient solid-state cells, QuantumScape hit its own major breakthrough in 2020 by utilizing a proprietary ceramic separator. This technology led to single-layer prototype cell testing, followed by 10-layer cells, then 16-layer prototypes.\nBy Q2 of 2022, QuantumScape’s solid-state had expanded to 24 layers, setting the stage for vigorous internal testing and the beginning of a three-step journey (A, B, and C prototype cells) before entering automotive qualification and (hopefully) commercialized production.\nIn December of 2022, QuantumScape began delivering the first 24-layer A0 prototype cells to automotive partners to test themselves, and by Q1 of 2023, testing had been completed by at least one unnamed EV OEM.\nAt that same time, QuantumScape shared that its first commercial solid-state product will be an ~5 Ah cell called QSE-5 (seen above), which also began shipping to OEM partners as of Q2 2023. Now, QuantumScape has posted its Q3 2023 report, and A0 prototype testing has delivered results that were better than expected.\nA mockup of QuantumScape’s QSE-5 solid-state cell with FlexFrame / Credit: QuantumScape\nQuantumScape rolls in Q3, shares FlexFrame format\nAs previously mentioned, QuantumScape’s first planned commercial product will be a solid-state cell called the QSE-5, based upon the aforementioned A0 prototype cells. QS states that the cell consists of a unique format it calls FlexFrame, which combines the conventional pouch and prismatic cell designs in order to address the “uniaxial expansion of lithium metal as it plates and strips during charging and discharging.”\nThe battery developer shared that a primary goal for 2023 is to improve the packaging of its QSE-5 cells compared to the A0 prototypes, as the former will contain higher-loading cathodes than the former, sustaining higher current densities built with tighter margins, putting more stress on the cell.\nFor comparison, QuantumScape says the QSE-5 cells are designed to deliver a capacity around 5 amp-hours (Ah), while 2170 battery designs currently used by some of the top EV automakers offer an average capacity of around 4.5–5 Ah. In this case, QuantumScape sits on the cusp of performance parity if not better, using smaller, lighter, and safer cells.\nSwitching back to the A0 prototypes that will enable the production of the QSE-5 cells someday, QuantumScape provided further room for optimism in its Q3 2023 report. The company states that although its commercial target for its solid-state cells remains at 80% energy retention through 800 charge cycles, one prospective automotive customer found much better results testing the A0 cells.\nThose labs completed over 1,000 full cycle equivalents and achieved over 95% discharge energy retention using test conditions of C/3 charge and C/2 discharge with QuantumScape’s standard temperature and pressure conditions, and 100% depth of discharge. In the Q3 report, QuantumScape patted itself on the back for this encouraging result, but isn’t shopping for yachts any time soon – there is still plenty of room for improvement. Per the company:\n\nWe emphasize that this is the best-performing cell and we have work to do on aspects such as reliability. Nonetheless, this is an exceptional result. We are not aware of any automotive-format lithium-metal battery that has shown such high discharge energy retention over a comparable cycle count, at room temperature and modest pressure, regardless of C-rate. We believe that no competing electrolyte — solid or liquid — has demonstrated sufficient stability with lithium metal to achieve this, and that this result sets a new high-water mark for lithium-metal battery performance.\n\nCredit: QuantumScape Q3 Report\nLooking ahead, QuantumScape states that its work beyond Q3 2023 will remain focused on QSE-5 development, which could find much success in several applications serving all vehicles from passenger EVs, to commercial trucks, motorcycles, and even consumer electronics. In regard to electronics, QuantumScape’s Q3 report states that the company’s single-layer solid-state cells have now achieved between 1,500 to 2,000 cycles with approximately 80% discharge energy retention with zero externally applied pressure. For comparison, QS states that 500 to 1,000 charge-discharge cycles represents the key life cycle threshold for most consumer electronics applications.\nOn the manufacturing side, QuantumScape has completed equipment installation for its “Raptor” fast separator heat treatment process (3x as fast as previous processes) and remains on track to deploy the process by year’s end. It also continues to make progress in implementing its “Cobra” process to support the QSE-5 B0 prototype production in the future.\nFinancials look good as well. The Q3 report detailed $1.1 billion in liquidity as QuantumScape raised $300 million in gross proceeds the past three months. 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买了9.9包邮5斤的梨子,当块坏了两个,其他个头有大有小,有熟和没熟的,然后现在商家已经下线物品了.....商家这是在当辣鸡卖!只能说物有所值,算上包邮值这个价,不过超市里的坏果,只要1块1斤^o^。 然后不小心买了减肥的食物,是什么梅子来着,这东西和食物放在一起,害得我认为是什么好吃的,等我买回来才发现是减肥用的,中午吃了3个,傍晚吃了一个,结果就开闹肚子,一直到凌晨2点才睡,我这是在吃泻药💊,这和着凉肚子疼一样,大家都休验过吧,难受要命!拼多多为什么要把食物和药放在一块?那是不是我把伟哥和食物放在一块,然后说经常吃能壮阳,是不是也能卖?。 买了一条25块的牛仔裤,是花花公子的,想都不用想肯定是假的,关键好评还返现5元,收到货后看了一面料,感觉有点粗,不过穿个3年是没问题,才20块,物有所值,只不过我裤子很多,有更好的选择,应该不会穿了。 剩下的其他东西都不错,性价比高。本来想在拼多多买个320多松下剃须刀,后来在淘宝查了一下价格,淘宝皇冠店最低278,旗舰店是344,后来就在旗舰店买了,然后第二天旗舰店就涨到399,是不是为了给代理让价?还是成本上涨了,没人知道为什么! 从软件的切换速度来看,拼多多速度最快,淘宝稍微次之,京东最差,这也是不喜欢在京东买东","listText":"$拼多多(PDD)$ %50假货,你们怎么看 上市前特地在拼多多买了不东西,刚开始觉得东西好便宜,就一下子买了20件这样子,买了9.9包邮2斤的米锅巴,吃一口给全扔了,太难吃了,比干吃米饭还难吃,可能在吃之前吃了一块沙琪玛。 买了16.88,5斤的小米蕉,买来发现个头比图片小了点,然后全青,放一天全变成黄色,敢说没放催熟剂?然后香蕉上有一股药味。 买了86块的原切牛排,说是10块130克,结果只有100克,另外30克是酱料,结果一煎水份好多,实际厚度只有官方图片一半大小,明显不是一张图,是我吃过最薄的原切牛排。 买了9.9包邮5斤的梨子,当块坏了两个,其他个头有大有小,有熟和没熟的,然后现在商家已经下线物品了.....商家这是在当辣鸡卖!只能说物有所值,算上包邮值这个价,不过超市里的坏果,只要1块1斤^o^。 然后不小心买了减肥的食物,是什么梅子来着,这东西和食物放在一起,害得我认为是什么好吃的,等我买回来才发现是减肥用的,中午吃了3个,傍晚吃了一个,结果就开闹肚子,一直到凌晨2点才睡,我这是在吃泻药💊,这和着凉肚子疼一样,大家都休验过吧,难受要命!拼多多为什么要把食物和药放在一块?那是不是我把伟哥和食物放在一块,然后说经常吃能壮阳,是不是也能卖?。 买了一条25块的牛仔裤,是花花公子的,想都不用想肯定是假的,关键好评还返现5元,收到货后看了一面料,感觉有点粗,不过穿个3年是没问题,才20块,物有所值,只不过我裤子很多,有更好的选择,应该不会穿了。 剩下的其他东西都不错,性价比高。本来想在拼多多买个320多松下剃须刀,后来在淘宝查了一下价格,淘宝皇冠店最低278,旗舰店是344,后来就在旗舰店买了,然后第二天旗舰店就涨到399,是不是为了给代理让价?还是成本上涨了,没人知道为什么! 从软件的切换速度来看,拼多多速度最快,淘宝稍微次之,京东最差,这也是不喜欢在京东买东","text":"$拼多多(PDD)$ %50假货,你们怎么看 上市前特地在拼多多买了不东西,刚开始觉得东西好便宜,就一下子买了20件这样子,买了9.9包邮2斤的米锅巴,吃一口给全扔了,太难吃了,比干吃米饭还难吃,可能在吃之前吃了一块沙琪玛。 买了16.88,5斤的小米蕉,买来发现个头比图片小了点,然后全青,放一天全变成黄色,敢说没放催熟剂?然后香蕉上有一股药味。 买了86块的原切牛排,说是10块130克,结果只有100克,另外30克是酱料,结果一煎水份好多,实际厚度只有官方图片一半大小,明显不是一张图,是我吃过最薄的原切牛排。 买了9.9包邮5斤的梨子,当块坏了两个,其他个头有大有小,有熟和没熟的,然后现在商家已经下线物品了.....商家这是在当辣鸡卖!只能说物有所值,算上包邮值这个价,不过超市里的坏果,只要1块1斤^o^。 然后不小心买了减肥的食物,是什么梅子来着,这东西和食物放在一起,害得我认为是什么好吃的,等我买回来才发现是减肥用的,中午吃了3个,傍晚吃了一个,结果就开闹肚子,一直到凌晨2点才睡,我这是在吃泻药💊,这和着凉肚子疼一样,大家都休验过吧,难受要命!拼多多为什么要把食物和药放在一块?那是不是我把伟哥和食物放在一块,然后说经常吃能壮阳,是不是也能卖?。 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跌破300指日可待!","listText":"$特斯拉(TSLA)$ 跌破300指日可待!","text":"$特斯拉(TSLA)$ 跌破300指日可待!","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/212282","isVote":1,"tweetType":1,"viewCount":1117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":211564,"gmtCreate":1530400447421,"gmtModify":1704895881601,"author":{"id":"3464324161064700","authorId":"3464324161064700","authorIdStr":"3464324161064700","name":"花式","avatar":"https://static.laohu8.com/608828e79384008b6eef411c40b5bfe1","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"江山易改本性难移,你对一个胖子说少吃一点就能减肥,有用吗?","htmlText":"$阿里巴巴(BABA)$ 魏亮宸:没有谁能预测未来,但却可以改变未来 昨天和大家聊过什么是个人理财,希望大家能树立一个正确的投资观念,希望大家能明白投资从来不是一件简单的事情,在任何市场,只要是涉及到金钱的,本质都是在和人博弈,特别是金融市场。 之前有说到过一个观点,永远只会是少部分人赚大部分人的钱,那么我们来分析一下最基本的三点:1.你是否专业技术比大部分人强?2.你是否比大部分人消息接受的快?3.你是否比大多数人有钱?这里对比一下自身,是否具备这其中之一?如果没有,那么你凭什么去赚取大部分人的钱? 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大部分人的第一反应是获利退出,落袋为安,部分老手可能会选择部分卖出,收回本金和部分利润,留着剩下的一部分利润在股票里,再博一把。 在这里,无论是全部卖出,落袋为安,还是部分卖出,收回本金,反应了人们在盈利情况下,对于风险(不确定性)的厌恶。 人们会一直保持风险厌恶吗?不一定! 还是上面的例子,假定股价不是大涨,而是大跌了50%,(持仓成本为16元/每股,现在跌到8元/股),你会如何操作呢? 心理学家发现,大部人会选择继续持有,等待反弹。因为此刻卖出,意味着浮亏变为实亏,这是一般人不愿意接受的,为了避免确定的损失,人们甚至变得更加愿意承担风险,持有股票,期待反弹。最后,盈利(赚1000元)带来的快乐程度要小于同等额度亏损(亏1000元)带来的痛苦。如此也解释了,为什么很多散户手里的好票拿不住,","text":"$阿里巴巴(BABA)$ 魏亮宸:没有谁能预测未来,但却可以改变未来 昨天和大家聊过什么是个人理财,希望大家能树立一个正确的投资观念,希望大家能明白投资从来不是一件简单的事情,在任何市场,只要是涉及到金钱的,本质都是在和人博弈,特别是金融市场。 之前有说到过一个观点,永远只会是少部分人赚大部分人的钱,那么我们来分析一下最基本的三点:1.你是否专业技术比大部分人强?2.你是否比大部分人消息接受的快?3.你是否比大多数人有钱?这里对比一下自身,是否具备这其中之一?如果没有,那么你凭什么去赚取大部分人的钱? 上面的问题留给你们反思了,因为每个人所处的环境和处境都不一样,我没有办法去评论,有些问题还是需要结合自身去看,下面我聊聊投资决策上经常出现的人性弱点。 投资决策的人性弱点 1、损失厌恶: 人们总是喜欢确定的收益,讨厌确定的损失。 假定你打开交易软件,发现上周投资的某只股票毫无征兆的涨得非常好,盈利超过50%(持仓成本为16元/股,现在涨到了24元/股),你会如何操作? 大部分人的第一反应是获利退出,落袋为安,部分老手可能会选择部分卖出,收回本金和部分利润,留着剩下的一部分利润在股票里,再博一把。 在这里,无论是全部卖出,落袋为安,还是部分卖出,收回本金,反应了人们在盈利情况下,对于风险(不确定性)的厌恶。 人们会一直保持风险厌恶吗?不一定! 还是上面的例子,假定股价不是大涨,而是大跌了50%,(持仓成本为16元/每股,现在跌到8元/股),你会如何操作呢? 心理学家发现,大部人会选择继续持有,等待反弹。因为此刻卖出,意味着浮亏变为实亏,这是一般人不愿意接受的,为了避免确定的损失,人们甚至变得更加愿意承担风险,持有股票,期待反弹。最后,盈利(赚1000元)带来的快乐程度要小于同等额度亏损(亏1000元)带来的痛苦。如此也解释了,为什么很多散户手里的好票拿不住,","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/211564","isVote":1,"tweetType":1,"viewCount":2387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":211282,"gmtCreate":1530280342456,"gmtModify":1704895850325,"author":{"id":"3464324161064700","authorId":"3464324161064700","authorIdStr":"3464324161064700","name":"花式","avatar":"https://static.laohu8.com/608828e79384008b6eef411c40b5bfe1","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"相信自己的判断,落地为安","htmlText":"$阿里巴巴(BABA)$ 什么原因呢?我乱猜的!","listText":"$阿里巴巴(BABA)$ 什么原因呢?我乱猜的!","text":"$阿里巴巴(BABA)$ 什么原因呢?我乱猜的!","images":[{"img":"https://static.tigerbbs.com/c59e8fc122f9e39b5555360c79e0bb08"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/211282","isVote":1,"tweetType":1,"viewCount":2289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":286689983959296,"gmtCreate":1711012716031,"gmtModify":1711012875304,"author":{"id":"3464324161064700","authorId":"3464324161064700","authorIdStr":"3464324161064700","name":"花式","avatar":"https://static.laohu8.com/608828e79384008b6eef411c40b5bfe1","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 本季度财报详细解读 一、主站才是真正胜负手 一如既往,四季度拼多多宣布实现总营收约889亿人民币,比预期大幅高出约90亿,再一次交付了相当炸裂的超预期表现。乍看之下,交易性收入(transaction service)比高了近60亿,换言之,营收确认在交易性收入中的Temu业务依旧是总营收大幅超预期的主要原因。 不过海豚君认为,这主要是市场预期对Temu收入口径的把握仍不准,而海豚君按照上次财报分析的方法来估算,基本把交易性收入的预期拉到了400亿以上,与财报实际答卷精准咬合。因此,我们认为Temu本季交付的营收实际上是大体符合调研数据中体现的经营情况的。 另一方面,反映主站经营情况的广告收入本季为487亿,同比增长57%,同样是明显高于市场预期的460亿,和约49%的同比增速。且由于广告收入目前应当不存在Temu的影响,海豚投研认为,主站广告收入实打实的超预期,才是本季营收端真正的亮点。 另外,再加上也确认在交易性收入中的,主站的支付手续费收入和主站百亿补贴频道贡献的佣金收入(随着品牌商品GMV占比的提升,主站佣金收入比重的也是在走高的),我们初步估算的拼多多主站整体的收入(包括广告和佣金)已接近570亿,同比增长近60%。横向对比另一家平台型电商龙头-淘天同期的921亿客户管理收入,可见拼多多主站收入已大约是淘天CMR的62%。再度验证了拼多多从单位GMV中获取的广告收入的能比淘天更强的现实。 从变现率的角度,据我们的推算,多多主站业务广告+佣金本季的综合变现率可能已经达到了4.4%上下,同比大约提升了0.6pct。拼多多一边卖着国内龙头电商平台中价格最低的商品,一边却有着当前国内电商平台中最强的变现能力,这看似矛盾的现实背后的原因包括: 1)拼多","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 本季度财报详细解读 一、主站才是真正胜负手 一如既往,四季度拼多多宣布实现总营收约889亿人民币,比预期大幅高出约90亿,再一次交付了相当炸裂的超预期表现。乍看之下,交易性收入(transaction service)比高了近60亿,换言之,营收确认在交易性收入中的Temu业务依旧是总营收大幅超预期的主要原因。 不过海豚君认为,这主要是市场预期对Temu收入口径的把握仍不准,而海豚君按照上次财报分析的方法来估算,基本把交易性收入的预期拉到了400亿以上,与财报实际答卷精准咬合。因此,我们认为Temu本季交付的营收实际上是大体符合调研数据中体现的经营情况的。 另一方面,反映主站经营情况的广告收入本季为487亿,同比增长57%,同样是明显高于市场预期的460亿,和约49%的同比增速。且由于广告收入目前应当不存在Temu的影响,海豚投研认为,主站广告收入实打实的超预期,才是本季营收端真正的亮点。 另外,再加上也确认在交易性收入中的,主站的支付手续费收入和主站百亿补贴频道贡献的佣金收入(随着品牌商品GMV占比的提升,主站佣金收入比重的也是在走高的),我们初步估算的拼多多主站整体的收入(包括广告和佣金)已接近570亿,同比增长近60%。横向对比另一家平台型电商龙头-淘天同期的921亿客户管理收入,可见拼多多主站收入已大约是淘天CMR的62%。再度验证了拼多多从单位GMV中获取的广告收入的能比淘天更强的现实。 从变现率的角度,据我们的推算,多多主站业务广告+佣金本季的综合变现率可能已经达到了4.4%上下,同比大约提升了0.6pct。拼多多一边卖着国内龙头电商平台中价格最低的商品,一边却有着当前国内电商平台中最强的变现能力,这看似矛盾的现实背后的原因包括: 1)拼多","text":"$拼多多(PDD)$ 本季度财报详细解读 一、主站才是真正胜负手 一如既往,四季度拼多多宣布实现总营收约889亿人民币,比预期大幅高出约90亿,再一次交付了相当炸裂的超预期表现。乍看之下,交易性收入(transaction service)比高了近60亿,换言之,营收确认在交易性收入中的Temu业务依旧是总营收大幅超预期的主要原因。 不过海豚君认为,这主要是市场预期对Temu收入口径的把握仍不准,而海豚君按照上次财报分析的方法来估算,基本把交易性收入的预期拉到了400亿以上,与财报实际答卷精准咬合。因此,我们认为Temu本季交付的营收实际上是大体符合调研数据中体现的经营情况的。 另一方面,反映主站经营情况的广告收入本季为487亿,同比增长57%,同样是明显高于市场预期的460亿,和约49%的同比增速。且由于广告收入目前应当不存在Temu的影响,海豚投研认为,主站广告收入实打实的超预期,才是本季营收端真正的亮点。 另外,再加上也确认在交易性收入中的,主站的支付手续费收入和主站百亿补贴频道贡献的佣金收入(随着品牌商品GMV占比的提升,主站佣金收入比重的也是在走高的),我们初步估算的拼多多主站整体的收入(包括广告和佣金)已接近570亿,同比增长近60%。横向对比另一家平台型电商龙头-淘天同期的921亿客户管理收入,可见拼多多主站收入已大约是淘天CMR的62%。再度验证了拼多多从单位GMV中获取的广告收入的能比淘天更强的现实。 从变现率的角度,据我们的推算,多多主站业务广告+佣金本季的综合变现率可能已经达到了4.4%上下,同比大约提升了0.6pct。拼多多一边卖着国内龙头电商平台中价格最低的商品,一边却有着当前国内电商平台中最强的变现能力,这看似矛盾的现实背后的原因包括: 1)拼多","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":1,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/286689983959296","isVote":1,"tweetType":1,"viewCount":2170,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274694556928","authorId":"3479274694556928","authorIdStr":"3479274694556928","name":"栋哥","avatar":"https://static.laohu8.com/picture20","crmLevel":1,"crmLevelSwitch":0},"content":"整体毛利润同比下滑不可怕,只要成长性还在","text":"整体毛利润同比下滑不可怕,只要成长性还在","html":"整体毛利润同比下滑不可怕,只要成长性还在"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":208615,"gmtCreate":1529926159620,"gmtModify":1704895509748,"author":{"id":"3464324161064700","authorId":"3464324161064700","authorIdStr":"3464324161064700","name":"花式","avatar":"https://static.laohu8.com/608828e79384008b6eef411c40b5bfe1","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"今晚必跌,买期权,赚个%30,跑路,我没t加0可惜了","htmlText":"$特斯拉(TSLA)$ ,特朗谱铁心要打,特斯拉x和s,3,会部分失去中国市场,排除3盈利不级去年,国产化还要一年的烧钱,刚开除4100名员工,要额外烧2个月的工资,m3就算达到5000辆,现在也是亏钱,至少到9月份才有可能盈利,一但盈利,y又要烧钱,y烧完,卡车烧,卡车烧完,跑车烧,而且钢铁涨价,成本上升,利润低,人民币又贬值不利于进口,所以2季度估计最烧钱的一个季度,产量5000已经在股价提前370体现出来,就算达到,市场反应情绪肯定不高,在加上美国补贴快完了,这也是不生产廉价的m3的原因,如果贸易站上升,会引起市场抵触心理,就和当时日本和韩国一样,加上国产电动车也在一直追敢,其他牌子电动车也在追敢,留给特斯拉时间不多。得出结论,现在局势不明,别盲目做多!","listText":"$特斯拉(TSLA)$ ,特朗谱铁心要打,特斯拉x和s,3,会部分失去中国市场,排除3盈利不级去年,国产化还要一年的烧钱,刚开除4100名员工,要额外烧2个月的工资,m3就算达到5000辆,现在也是亏钱,至少到9月份才有可能盈利,一但盈利,y又要烧钱,y烧完,卡车烧,卡车烧完,跑车烧,而且钢铁涨价,成本上升,利润低,人民币又贬值不利于进口,所以2季度估计最烧钱的一个季度,产量5000已经在股价提前370体现出来,就算达到,市场反应情绪肯定不高,在加上美国补贴快完了,这也是不生产廉价的m3的原因,如果贸易站上升,会引起市场抵触心理,就和当时日本和韩国一样,加上国产电动车也在一直追敢,其他牌子电动车也在追敢,留给特斯拉时间不多。得出结论,现在局势不明,别盲目做多!","text":"$特斯拉(TSLA)$ ,特朗谱铁心要打,特斯拉x和s,3,会部分失去中国市场,排除3盈利不级去年,国产化还要一年的烧钱,刚开除4100名员工,要额外烧2个月的工资,m3就算达到5000辆,现在也是亏钱,至少到9月份才有可能盈利,一但盈利,y又要烧钱,y烧完,卡车烧,卡车烧完,跑车烧,而且钢铁涨价,成本上升,利润低,人民币又贬值不利于进口,所以2季度估计最烧钱的一个季度,产量5000已经在股价提前370体现出来,就算达到,市场反应情绪肯定不高,在加上美国补贴快完了,这也是不生产廉价的m3的原因,如果贸易站上升,会引起市场抵触心理,就和当时日本和韩国一样,加上国产电动车也在一直追敢,其他牌子电动车也在追敢,留给特斯拉时间不多。得出结论,现在局势不明,别盲目做多!","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/208615","isVote":1,"tweetType":1,"viewCount":1239,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3445510636879519","authorId":"3445510636879519","authorIdStr":"3445510636879519","name":"MARIODAD","avatar":"https://static.tigerbbs.com/33d78242c9d69a2bcee7d34139fac00c","crmLevel":8,"crmLevelSwitch":0},"content":"又有个聪明人,大家快来看","text":"又有个聪明人,大家快来看","html":"又有个聪明人,大家快来看"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":228719,"gmtCreate":1532669495167,"gmtModify":1704898026010,"author":{"id":"3464324161064700","authorId":"3464324161064700","authorIdStr":"3464324161064700","name":"花式","avatar":"https://static.laohu8.com/608828e79384008b6eef411c40b5bfe1","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"拼多多真实体验","htmlText":"$拼多多(PDD)$ %50假货,你们怎么看 上市前特地在拼多多买了不东西,刚开始觉得东西好便宜,就一下子买了20件这样子,买了9.9包邮2斤的米锅巴,吃一口给全扔了,太难吃了,比干吃米饭还难吃,可能在吃之前吃了一块沙琪玛。 买了16.88,5斤的小米蕉,买来发现个头比图片小了点,然后全青,放一天全变成黄色,敢说没放催熟剂?然后香蕉上有一股药味。 买了86块的原切牛排,说是10块130克,结果只有100克,另外30克是酱料,结果一煎水份好多,实际厚度只有官方图片一半大小,明显不是一张图,是我吃过最薄的原切牛排。 买了9.9包邮5斤的梨子,当块坏了两个,其他个头有大有小,有熟和没熟的,然后现在商家已经下线物品了.....商家这是在当辣鸡卖!只能说物有所值,算上包邮值这个价,不过超市里的坏果,只要1块1斤^o^。 然后不小心买了减肥的食物,是什么梅子来着,这东西和食物放在一起,害得我认为是什么好吃的,等我买回来才发现是减肥用的,中午吃了3个,傍晚吃了一个,结果就开闹肚子,一直到凌晨2点才睡,我这是在吃泻药💊,这和着凉肚子疼一样,大家都休验过吧,难受要命!拼多多为什么要把食物和药放在一块?那是不是我把伟哥和食物放在一块,然后说经常吃能壮阳,是不是也能卖?。 买了一条25块的牛仔裤,是花花公子的,想都不用想肯定是假的,关键好评还返现5元,收到货后看了一面料,感觉有点粗,不过穿个3年是没问题,才20块,物有所值,只不过我裤子很多,有更好的选择,应该不会穿了。 剩下的其他东西都不错,性价比高。本来想在拼多多买个320多松下剃须刀,后来在淘宝查了一下价格,淘宝皇冠店最低278,旗舰店是344,后来就在旗舰店买了,然后第二天旗舰店就涨到399,是不是为了给代理让价?还是成本上涨了,没人知道为什么! 从软件的切换速度来看,拼多多速度最快,淘宝稍微次之,京东最差,这也是不喜欢在京东买东","listText":"$拼多多(PDD)$ %50假货,你们怎么看 上市前特地在拼多多买了不东西,刚开始觉得东西好便宜,就一下子买了20件这样子,买了9.9包邮2斤的米锅巴,吃一口给全扔了,太难吃了,比干吃米饭还难吃,可能在吃之前吃了一块沙琪玛。 买了16.88,5斤的小米蕉,买来发现个头比图片小了点,然后全青,放一天全变成黄色,敢说没放催熟剂?然后香蕉上有一股药味。 买了86块的原切牛排,说是10块130克,结果只有100克,另外30克是酱料,结果一煎水份好多,实际厚度只有官方图片一半大小,明显不是一张图,是我吃过最薄的原切牛排。 买了9.9包邮5斤的梨子,当块坏了两个,其他个头有大有小,有熟和没熟的,然后现在商家已经下线物品了.....商家这是在当辣鸡卖!只能说物有所值,算上包邮值这个价,不过超市里的坏果,只要1块1斤^o^。 然后不小心买了减肥的食物,是什么梅子来着,这东西和食物放在一起,害得我认为是什么好吃的,等我买回来才发现是减肥用的,中午吃了3个,傍晚吃了一个,结果就开闹肚子,一直到凌晨2点才睡,我这是在吃泻药💊,这和着凉肚子疼一样,大家都休验过吧,难受要命!拼多多为什么要把食物和药放在一块?那是不是我把伟哥和食物放在一块,然后说经常吃能壮阳,是不是也能卖?。 买了一条25块的牛仔裤,是花花公子的,想都不用想肯定是假的,关键好评还返现5元,收到货后看了一面料,感觉有点粗,不过穿个3年是没问题,才20块,物有所值,只不过我裤子很多,有更好的选择,应该不会穿了。 剩下的其他东西都不错,性价比高。本来想在拼多多买个320多松下剃须刀,后来在淘宝查了一下价格,淘宝皇冠店最低278,旗舰店是344,后来就在旗舰店买了,然后第二天旗舰店就涨到399,是不是为了给代理让价?还是成本上涨了,没人知道为什么! 从软件的切换速度来看,拼多多速度最快,淘宝稍微次之,京东最差,这也是不喜欢在京东买东","text":"$拼多多(PDD)$ %50假货,你们怎么看 上市前特地在拼多多买了不东西,刚开始觉得东西好便宜,就一下子买了20件这样子,买了9.9包邮2斤的米锅巴,吃一口给全扔了,太难吃了,比干吃米饭还难吃,可能在吃之前吃了一块沙琪玛。 买了16.88,5斤的小米蕉,买来发现个头比图片小了点,然后全青,放一天全变成黄色,敢说没放催熟剂?然后香蕉上有一股药味。 买了86块的原切牛排,说是10块130克,结果只有100克,另外30克是酱料,结果一煎水份好多,实际厚度只有官方图片一半大小,明显不是一张图,是我吃过最薄的原切牛排。 买了9.9包邮5斤的梨子,当块坏了两个,其他个头有大有小,有熟和没熟的,然后现在商家已经下线物品了.....商家这是在当辣鸡卖!只能说物有所值,算上包邮值这个价,不过超市里的坏果,只要1块1斤^o^。 然后不小心买了减肥的食物,是什么梅子来着,这东西和食物放在一起,害得我认为是什么好吃的,等我买回来才发现是减肥用的,中午吃了3个,傍晚吃了一个,结果就开闹肚子,一直到凌晨2点才睡,我这是在吃泻药💊,这和着凉肚子疼一样,大家都休验过吧,难受要命!拼多多为什么要把食物和药放在一块?那是不是我把伟哥和食物放在一块,然后说经常吃能壮阳,是不是也能卖?。 买了一条25块的牛仔裤,是花花公子的,想都不用想肯定是假的,关键好评还返现5元,收到货后看了一面料,感觉有点粗,不过穿个3年是没问题,才20块,物有所值,只不过我裤子很多,有更好的选择,应该不会穿了。 剩下的其他东西都不错,性价比高。本来想在拼多多买个320多松下剃须刀,后来在淘宝查了一下价格,淘宝皇冠店最低278,旗舰店是344,后来就在旗舰店买了,然后第二天旗舰店就涨到399,是不是为了给代理让价?还是成本上涨了,没人知道为什么! 从软件的切换速度来看,拼多多速度最快,淘宝稍微次之,京东最差,这也是不喜欢在京东买东","images":[{"img":"https://static.tigerbbs.com/b1cbf9d82ec3a10fcb495e096069b93c"},{"img":"https://static.tigerbbs.com/b89ba745681d43ee604ed39ee35877b3"},{"img":"https://static.tigerbbs.com/de3f567f2b6e3a0021782fcd3d42472d"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/228719","isVote":1,"tweetType":1,"viewCount":5140,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494204942582501","authorId":"3494204942582501","authorIdStr":"3494204942582501","name":"不过如此V","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"拼多多?便宜没好货!碰过一次收到货后直接删APP!不要问我原由,…还300亿市值?","text":"拼多多?便宜没好货!碰过一次收到货后直接删APP!不要问我原由,…还300亿市值?","html":"拼多多?便宜没好货!碰过一次收到货后直接删APP!不要问我原由,…还300亿市值?"}],"imageCount":10,"langContent":"CN","totalScore":0},{"id":234235,"gmtCreate":1533233309928,"gmtModify":1704898740605,"author":{"id":"3464324161064700","authorId":"3464324161064700","authorIdStr":"3464324161064700","name":"花式","avatar":"https://static.laohu8.com/608828e79384008b6eef411c40b5bfe1","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$苹果(AAPL)$ 人生中最后悔的事 就是卖出苹果!都不知道为什么要卖,又不是末日!","listText":"$苹果(AAPL)$ 人生中最后悔的事 就是卖出苹果!都不知道为什么要卖,又不是末日!","text":"$苹果(AAPL)$ 人生中最后悔的事 就是卖出苹果!都不知道为什么要卖,又不是末日!","images":[{"img":"https://static.tigerbbs.com/7f61b7cbadc9699916d745aa993ab35f"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/234235","isVote":1,"tweetType":1,"viewCount":2645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":211282,"gmtCreate":1530280342456,"gmtModify":1704895850325,"author":{"id":"3464324161064700","authorId":"3464324161064700","authorIdStr":"3464324161064700","name":"花式","avatar":"https://static.laohu8.com/608828e79384008b6eef411c40b5bfe1","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"相信自己的判断,落地为安","htmlText":"$阿里巴巴(BABA)$ 什么原因呢?我乱猜的!","listText":"$阿里巴巴(BABA)$ 什么原因呢?我乱猜的!","text":"$阿里巴巴(BABA)$ 什么原因呢?我乱猜的!","images":[{"img":"https://static.tigerbbs.com/c59e8fc122f9e39b5555360c79e0bb08"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/211282","isVote":1,"tweetType":1,"viewCount":2289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":287014986215712,"gmtCreate":1711101042775,"gmtModify":1711101047177,"author":{"id":"3464324161064700","authorId":"3464324161064700","authorIdStr":"3464324161064700","name":"花式","avatar":"https://static.laohu8.com/608828e79384008b6eef411c40b5bfe1","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 跟着大佬买,别墅靠大海?3月20号,9个put,1个call","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 跟着大佬买,别墅靠大海?3月20号,9个put,1个call","text":"$拼多多(PDD)$ 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