饱饱饱的个人主页 - 老虎社区

饱饱饱

饱饱饱

暂无个人介绍

IP属地：重庆

35关注

17粉丝

0主题

0勋章

12-06

$英特尔(INTC)$ 刚刚那8000万股什么情况哪个大佬买的又是哪个大佬卖的

09-05

淘宝的售后我被坑惨了一条黑冰睡袋1100 一个100瓦充电宝全都是我的责任他们发过来就这样的我只是开箱没记录视频就判定我的责任

08-01

$Serve Robotics Inc.(SERV)$ 庄家是国人？？老外可不这样玩放消息炒作是A股里的套路然后上方没卖盘说明还没出货

08-01

$Serve Robotics Inc.(SERV)$ 庄家是中国人吧好熟悉的手法技术流

03-08

这是好是坏？？

抱歉，原内容已删除

2023-12-08

恒大碧桂园之前也是这样大规模派息 [惊讶] [惊讶]

抱歉，原内容已删除

2023-04-18

真有你的把关店都写的这么好看

抱歉，原内容已删除

2023-01-10

$李宁(02331)$ 这个庄家出货要出多久？？两年都出不完这种出法

2022-11-16

哈哈哈哈哈哈哈这是腾讯的人？

美团：刘炽平已辞任非执行董事

2022-03-31

$纳斯达克(.IXIC)$纳斯达克14444.44

2021-04-29

发出来给大家开心下🥺🥺

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3472731775828650","uuid":"3472731775828650","gmtCreate":1509638460805,"gmtModify":1614859704610,"name":"饱饱饱","pinyin":"bbbbaobaobao","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/3b92070bbe2ed50da522dace9bfb5930","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":17,"headSize":35,"tweetSize":13,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.04.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.12.15","exceedPercentage":"93.01%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.03.24","exceedPercentage":"93.38%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.03.24","exceedPercentage":"93.08%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},"individualDisplayBadges":null,"crmLevel":7,"crmLevelSwitch":0,"location":"重庆","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":10,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":378360566370720,"gmtCreate":1733415912447,"gmtModify":1733415916010,"author":{"id":"3472731775828650","authorId":"3472731775828650","name":"饱饱饱","avatar":"https://static.tigerbbs.com/3b92070bbe2ed50da522dace9bfb5930","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472731775828650","authorIdStr":"3472731775828650"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 刚刚那8000万股什么情况 哪个大佬买的 又是哪个大佬卖的","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 刚刚那8000万股什么情况 哪个大佬买的 又是哪个大佬卖的","text":"$英特尔(INTC)$ 刚刚那8000万股什么情况 哪个大佬买的 又是哪个大佬卖的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378360566370720","isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346109772452184,"gmtCreate":1725526249793,"gmtModify":1725526252910,"author":{"id":"3472731775828650","authorId":"3472731775828650","name":"饱饱饱","avatar":"https://static.tigerbbs.com/3b92070bbe2ed50da522dace9bfb5930","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472731775828650","authorIdStr":"3472731775828650"},"themes":[],"htmlText":"淘宝的售后我被坑惨了 一条黑冰睡袋1100 一个100瓦充电宝全都是我的责任 他们发过来就这样的 我只是开箱没记录视频就判定我的责任","listText":"淘宝的售后我被坑惨了 一条黑冰睡袋1100 一个100瓦充电宝全都是我的责任 他们发过来就这样的 我只是开箱没记录视频就判定我的责任","text":"淘宝的售后我被坑惨了 一条黑冰睡袋1100 一个100瓦充电宝全都是我的责任 他们发过来就这样的 我只是开箱没记录视频就判定我的责任","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346109772452184","isVote":1,"tweetType":1,"viewCount":953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333508406489216,"gmtCreate":1722450384740,"gmtModify":1722450386658,"author":{"id":"3472731775828650","authorId":"3472731775828650","name":"饱饱饱","avatar":"https://static.tigerbbs.com/3b92070bbe2ed50da522dace9bfb5930","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472731775828650","authorIdStr":"3472731775828650"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SERV\">$Serve Robotics Inc.(SERV)$</a> 庄家是国人？？老外可不这样玩 放消息炒作是A股里的套路 然后上方没卖盘 说明还没出货","listText":"<a href=\"https://laohu8.com/S/SERV\">$Serve Robotics Inc.(SERV)$</a> 庄家是国人？？老外可不这样玩 放消息炒作是A股里的套路 然后上方没卖盘 说明还没出货","text":"$Serve Robotics Inc.(SERV)$ 庄家是国人？？老外可不这样玩 放消息炒作是A股里的套路 然后上方没卖盘 说明还没出货","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333508406489216","isVote":1,"tweetType":1,"viewCount":891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333507701133344,"gmtCreate":1722450210085,"gmtModify":1722450211566,"author":{"id":"3472731775828650","authorId":"3472731775828650","name":"饱饱饱","avatar":"https://static.tigerbbs.com/3b92070bbe2ed50da522dace9bfb5930","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472731775828650","authorIdStr":"3472731775828650"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SERV\">$Serve Robotics Inc.(SERV)$</a> 庄家是中国人吧 好熟悉的手法 技术流","listText":"<a href=\"https://laohu8.com/S/SERV\">$Serve Robotics Inc.(SERV)$</a> 庄家是中国人吧 好熟悉的手法 技术流","text":"$Serve Robotics Inc.(SERV)$ 庄家是中国人吧 好熟悉的手法 技术流","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333507701133344","isVote":1,"tweetType":1,"viewCount":1393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282005057163568,"gmtCreate":1709877280375,"gmtModify":1709877282113,"author":{"id":"3472731775828650","authorId":"3472731775828650","name":"饱饱饱","avatar":"https://static.tigerbbs.com/3b92070bbe2ed50da522dace9bfb5930","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472731775828650","authorIdStr":"3472731775828650"},"themes":[],"htmlText":"这是好是坏？？","listText":"这是好是坏？？","text":"这是好是坏？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282005057163568","repostId":"1177403274","repostType":2,"isVote":1,"tweetType":1,"viewCount":1397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":249942771200312,"gmtCreate":1702038278458,"gmtModify":1702038280082,"author":{"id":"3472731775828650","authorId":"3472731775828650","name":"饱饱饱","avatar":"https://static.tigerbbs.com/3b92070bbe2ed50da522dace9bfb5930","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472731775828650","authorIdStr":"3472731775828650"},"themes":[],"htmlText":"恒大碧桂园之前也是这样大规模派息&nbsp;[惊讶]&nbsp;&nbsp;[惊讶]&nbsp;&nbsp;","listText":"恒大碧桂园之前也是这样大规模派息&nbsp;[惊讶]&nbsp;&nbsp;[惊讶]&nbsp;&nbsp;","text":"恒大碧桂园之前也是这样大规模派息 [惊讶] [惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/249942771200312","repostId":"1112165696","repostType":2,"isVote":1,"tweetType":1,"viewCount":1714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651841968,"gmtCreate":1681787270354,"gmtModify":1681787272469,"author":{"id":"3472731775828650","authorId":"3472731775828650","name":"饱饱饱","avatar":"https://static.tigerbbs.com/3b92070bbe2ed50da522dace9bfb5930","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472731775828650","authorIdStr":"3472731775828650"},"themes":[],"htmlText":"真有你的 把关店都写的这么好看&nbsp;","listText":"真有你的 把关店都写的这么好看&nbsp;","text":"真有你的 把关店都写的这么好看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651841968","repostId":"2328420400","repostType":2,"isVote":1,"tweetType":1,"viewCount":1646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628506420,"gmtCreate":1673321087660,"gmtModify":1673321090508,"author":{"id":"3472731775828650","authorId":"3472731775828650","name":"饱饱饱","avatar":"https://static.tigerbbs.com/3b92070bbe2ed50da522dace9bfb5930","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472731775828650","authorIdStr":"3472731775828650"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02331\">$李宁(02331)$&nbsp;</a>这个庄家出货要出多久？？ 两年都出不完这种出法","listText":"<a href=\"https://laohu8.com/S/02331\">$李宁(02331)$&nbsp;</a>这个庄家出货要出多久？？ 两年都出不完这种出法","text":"$李宁(02331)$ 这个庄家出货要出多久？？ 两年都出不完这种出法","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628506420","isVote":1,"tweetType":1,"viewCount":2179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667355079,"gmtCreate":1668590487291,"gmtModify":1668591178928,"author":{"id":"3472731775828650","authorId":"3472731775828650","name":"饱饱饱","avatar":"https://static.tigerbbs.com/3b92070bbe2ed50da522dace9bfb5930","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472731775828650","authorIdStr":"3472731775828650"},"themes":[],"htmlText":"哈哈哈哈哈哈哈这是腾讯的人？","listText":"哈哈哈哈哈哈哈这是腾讯的人？","text":"哈哈哈哈哈哈哈这是腾讯的人？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667355079","repostId":"1157803098","repostType":2,"repost":{"id":"1157803098","kind":"news","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":1668590313,"share":"https://www.laohu8.com/m/news/1157803098?lang=&edition=full","pubTime":"2022-11-16 17:18","market":"us","language":"zh","title":"美团：刘炽平已辞任非执行董事","url":"https://stock-news.laohu8.com/highlight/detail?id=1157803098","media":"老虎资讯综合","summary":"11月16日，美团-W在港交所公告，由于腾讯控股于本公司的持股拟变化，刘炽平已辞任非执行董事，并立即生效。此外，本公司知悉，腾讯目前通过多家主体间接持有约17.0%本公司发行在外的股份，宣布将向其股东","content":"<html><head></head><body><p>11月16日，<a href=\"https://laohu8.com/S/03690\">美团-W</a>在港交所公告，由于<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>于本公司的持股拟变化，刘炽平已辞任非执行董事，并立即生效。</p><p>此外，本公司知悉，腾讯目前通过多家主体间接持有约17.0%本公司发行在外的股份，宣布将向其股东分配约958,121,562股美团B类普通股。分配完成后，在此次分配中获得本公司股份的腾讯股东将成为本公司股东。美团和腾讯将维持互惠共赢的商业合作关系，包括延续现有的战略合作协议。</p><p><img src=\"https://static.tigerbbs.com/ccc3692fed2cce83013a85d9513411e1\" tg-width=\"646\" tg-height=\"703\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美团：刘炽平已辞任非执行董事</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美团：刘炽平已辞任非执行董事\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\">2022-11-16 17:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月16日，<a href=\"https://laohu8.com/S/03690\">美团-W</a>在港交所公告，由于<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>于本公司的持股拟变化，刘炽平已辞任非执行董事，并立即生效。</p><p>此外，本公司知悉，腾讯目前通过多家主体间接持有约17.0%本公司发行在外的股份，宣布将向其股东分配约958,121,562股美团B类普通股。分配完成后，在此次分配中获得本公司股份的腾讯股东将成为本公司股东。美团和腾讯将维持互惠共赢的商业合作关系，包括延续现有的战略合作协议。</p><p><img src=\"https://static.tigerbbs.com/ccc3692fed2cce83013a85d9513411e1\" tg-width=\"646\" tg-height=\"703\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e1238455e09ac8d1135014cb37eb0f4d","relate_stocks":{"LU0287142896.SGD":"Fidelity China Focus A-SGD","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0173614495.USD":"富达中国焦点A","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","00700":"腾讯控股","BK1591":"就地过年概念","03690":"美团-W","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","BK1095":"互动媒体与服务","TCEHY":"腾讯控股ADR","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157803098","content_text":"11月16日，美团-W在港交所公告，由于腾讯控股于本公司的持股拟变化，刘炽平已辞任非执行董事，并立即生效。此外，本公司知悉，腾讯目前通过多家主体间接持有约17.0%本公司发行在外的股份，宣布将向其股东分配约958,121,562股美团B类普通股。分配完成后，在此次分配中获得本公司股份的腾讯股东将成为本公司股东。美团和腾讯将维持互惠共赢的商业合作关系，包括延续现有的战略合作协议。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610452527,"gmtCreate":1648738305695,"gmtModify":1648738305695,"author":{"id":"3472731775828650","authorId":"3472731775828650","name":"饱饱饱","avatar":"https://static.tigerbbs.com/3b92070bbe2ed50da522dace9bfb5930","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472731775828650","authorIdStr":"3472731775828650"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>纳斯达克14444.44","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>纳斯达克14444.44","text":"$纳斯达克(.IXIC)$纳斯达克14444.44","images":[{"img":"https://static.tigerbbs.com/974ff8732b3f90386b0ed469cbbf1a7c","width":"828","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610452527","isVote":1,"tweetType":1,"viewCount":2056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":109519515,"gmtCreate":1619704547537,"gmtModify":1619704547537,"author":{"id":"3472731775828650","authorId":"3472731775828650","name":"饱饱饱","avatar":"https://static.tigerbbs.com/3b92070bbe2ed50da522dace9bfb5930","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472731775828650","authorIdStr":"3472731775828650"},"themes":[],"htmlText":"发出来给大家开心下🥺🥺","listText":"发出来给大家开心下🥺🥺","text":"发出来给大家开心下🥺🥺","images":[{"img":"https://static.tigerbbs.com/8b314dfb37610e8151195ead33b29f08","width":"750","height":"1334"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/109519515","isVote":1,"tweetType":1,"viewCount":3251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":109519515,"gmtCreate":1619704547537,"gmtModify":1619704547537,"author":{"id":"3472731775828650","authorId":"3472731775828650","name":"饱饱饱","avatar":"https://static.tigerbbs.com/3b92070bbe2ed50da522dace9bfb5930","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472731775828650","authorIdStr":"3472731775828650"},"themes":[],"htmlText":"发出来给大家开心下🥺🥺","listText":"发出来给大家开心下🥺🥺","text":"发出来给大家开心下🥺🥺","images":[{"img":"https://static.tigerbbs.com/8b314dfb37610e8151195ead33b29f08","width":"750","height":"1334"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/109519515","isVote":1,"tweetType":1,"viewCount":3251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":333508406489216,"gmtCreate":1722450384740,"gmtModify":1722450386658,"author":{"id":"3472731775828650","authorId":"3472731775828650","name":"饱饱饱","avatar":"https://static.tigerbbs.com/3b92070bbe2ed50da522dace9bfb5930","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472731775828650","authorIdStr":"3472731775828650"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SERV\">$Serve Robotics Inc.(SERV)$</a> 庄家是国人？？老外可不这样玩 放消息炒作是A股里的套路 然后上方没卖盘 说明还没出货","listText":"<a href=\"https://laohu8.com/S/SERV\">$Serve Robotics Inc.(SERV)$</a> 庄家是国人？？老外可不这样玩 放消息炒作是A股里的套路 然后上方没卖盘 说明还没出货","text":"$Serve Robotics Inc.(SERV)$ 庄家是国人？？老外可不这样玩 放消息炒作是A股里的套路 然后上方没卖盘 说明还没出货","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333508406489216","isVote":1,"tweetType":1,"viewCount":891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":249942771200312,"gmtCreate":1702038278458,"gmtModify":1702038280082,"author":{"id":"3472731775828650","authorId":"3472731775828650","name":"饱饱饱","avatar":"https://static.tigerbbs.com/3b92070bbe2ed50da522dace9bfb5930","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472731775828650","authorIdStr":"3472731775828650"},"themes":[],"htmlText":"恒大碧桂园之前也是这样大规模派息&nbsp;[惊讶]&nbsp;&nbsp;[惊讶]&nbsp;&nbsp;","listText":"恒大碧桂园之前也是这样大规模派息&nbsp;[惊讶]&nbsp;&nbsp;[惊讶]&nbsp;&nbsp;","text":"恒大碧桂园之前也是这样大规模派息 [惊讶] [惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/249942771200312","repostId":"1112165696","repostType":2,"repost":{"id":"1112165696","kind":"news","pubTimestamp":1702028533,"share":"https://www.laohu8.com/m/news/1112165696?lang=&edition=full","pubTime":"2023-12-08 17:42","market":"hk","language":"zh","title":"阿里分红180亿，有史以来最大额！什么信号？","url":"https://stock-news.laohu8.com/highlight/detail?id=1112165696","media":"华尔街见闻","summary":"面对全新的互联网格局，阿里给出了新的发展方向。","content":"<html><head></head><body><p>作者 | 刘宝丹 曹安浔</p><p style=\"text-align: justify;\">拼多多市值超过阿里，马云罕见内网发言打气，阿里巴巴在创业24年之后，又来到了一个关键时刻。</p><p style=\"text-align: justify;\"><strong>12月6日，阿里果断出手保卫股价，宣布派发2023财年股息，总额约25亿美元（约合人民币180亿元），这是阿里有史以来的第三次也是最大金额的一次分红。上一次还是在2010年，阿里仅派发了约11亿港元。</strong></p><p style=\"text-align: justify;\">时隔13年再次分红，背后是国内电商市场竞争日益激烈，阿里市场份额不断下滑，它需要向市场证明，自己仍然是中国电商的王者。</p><p style=\"text-align: justify;\">事实上自今年3月马云回国，阿里开启一拆六以来，就表现出强烈的进取心。在11月16日的业绩电话会上，阿里首席执行官吴泳铭首次提出面向未来十年的新战略，向投资者表明公司变革的决心。</p><p style=\"text-align: justify;\">面对全新的互联网格局，阿里给出了新的发展方向，只是重回巅峰之路，注定漫长而艰难。</p><p style=\"text-align: justify;\"><strong>捍卫股价</strong></p><p style=\"text-align: justify;\">美东时间11月30日，拼多多市值达到1958.9亿美元，超过阿里，成为目前市值最高的中概股。</p><p style=\"text-align: justify;\">6天后，为了增强投资者的信心，阿里罕见拿出“派息”这张牌，拟大手笔分红180亿人民币。</p><p style=\"text-align: justify;\">要知道，在阿里的发展历史上，派息这种事并不多见，而且如此大手笔，相较于2009年的10.1亿港元（约合人民币8.8亿元）和2010年约11亿港元（约合人民币9.4亿元），阿里此次派息额度约为前两次派息总和的10倍。</p><p style=\"text-align: justify;\">公告显示，只要在12月20日除权日前买入阿里股票，就能参与这次分红，包括登记在册的普通股持有人和美国存托股持有人派息。</p><p style=\"text-align: justify;\">目前来看，金融机构对派息给予了积极反馈。高盛、瑞银、巴克莱、花旗等多家机构近日相继发布研报，认为阿里未来战略规划清晰，加上持续加大股东回报，首次派息提振信心，重申“买入”或“增持”评级。</p><p style=\"text-align: justify;\">派息之外，阿里还在持续推动股票回购，以提升资本市场对公司未来发展的预期。</p><p style=\"text-align: justify;\">在三季度电话会上，阿里董事会主席蔡崇信介绍，公司已有的股份回购计划中，迄今仍有130 亿元美金的未使用额度。据华尔街见闻统计，今年前三季度，阿里为回购股票已耗资约67亿美元。</p><p style=\"text-align: justify;\">去年3月，阿里公布了中概股史上最大规模的股票回购计划，并在去年11月加码，计划的股份回购规模增加150亿美元至400亿美元，延长有效期至2025年3月底前，足见其提振股价的决心。</p><p style=\"text-align: justify;\">除了回购和派息，蔡崇信表示，阿里在资本管理方面的重点还包括，提升各项运营业务的投入资本回报率，将现金流投资于未来增长，将非核心资产的价值变现，这也说明，分拆后阿里的重点是提升股东回报。</p><p style=\"text-align: justify;\">创始人马云也开始声援阿里。11月16日，市场传出马云减持阿里股票的消息，当天阿里美股大幅下跌近10%。第二天，马云办公室律师明确回应，称减持是远期规划，目前一股都没有卖出，并强调“马云坚定看好阿里，当前股价远低于阿里实际价值。”</p><p style=\"text-align: justify;\">11月28日晚，在阿里内部对拼多多股价热议之际，马云现身阿里内网，祝贺拼多多的同时，他表示，坚信阿里会变，阿里会改。“AI电商时代刚刚开始，对谁都是机会，也是挑战。”</p><p style=\"text-align: justify;\">积极的资本管理背后，阿里股价近年来持续下跌，截至美东时间12月6日16点，阿里的市值为1820.7亿美元，相较于2020年历史最高点的8580.1亿美元，三年蒸发了6700多亿美元。</p><p style=\"text-align: justify;\">当然从全行业来看，阿里股价承压除了自身因素，也与近年大型机构投资者对中概股信心下降、资金流出有关。</p><p style=\"text-align: justify;\">2022年，腾讯股价一度跌回5年前，今年也在整体下跌；美团、京东目前股价较年初均已下跌超50%，处于近年低位。腾讯去年底向股东派发9.58亿股美团股票，京东也在今年3月派息约10亿美元。</p><p style=\"text-align: justify;\">从派息开始，阿里对资本市场展现了更主动的姿态，以及更多的进取心，这场中概股一哥之争从拼多多市值登顶的那一刻，就已开始了。</p><p style=\"text-align: justify;\"><strong>未来之路</strong></p><p style=\"text-align: justify;\">拼多多市值超过阿里，这给阿里人以及互联网行业带来的震撼久久未息。</p><p style=\"text-align: justify;\">无数阿里人伤感时代变了。一位前阿里员工感慨，想当年阿里上市时候多么风光，一下子催生了无数千万富翁，直接带动杭州城西房价暴涨几倍；资深投资人赵振华则表示，这是中国互联网行业的一个“分水岭”，拼多多、字节跳动等新贵，正在颠覆社交媒体和电子商务的旧有格局。</p><p style=\"text-align: justify;\">首先是消费市场风向变了。近两年，社会消费预期转弱。根据统计局数据，今年前10月，实物商品网上零售额10.3万亿元，增长8.4%，虽然略好于2022年，但相比前几年25%以上的高速增长已经大幅放缓。</p><p style=\"text-align: justify;\">与此同时，电商市场面临激烈的竞争，以拼多多、抖音、快手、小红书等为代表的新势力电商正在高速增长，不断蚕食阿里的市场份额，甚至赶超阿里市值。</p><p style=\"text-align: justify;\">与拼多多的高速扩张相比，阿里近年来增速缓慢，公司已经意识到了危机。</p><p style=\"text-align: justify;\">根据财报，拼多多今年三季度实现营收688.4亿元，同比大增94%，而淘宝天猫的同期收入增速仅为4%。</p><p style=\"text-align: justify;\">阿里还要讲出一个新的故事，才有望继续站在互联网浪潮的前沿。</p><p style=\"text-align: justify;\">阿里将重点放在了改革上。3月份，马云回国，主导阿里开启公司史上最大的组织变革，将集团拆分成六大业务板块，都要独立上市。</p><p style=\"text-align: justify;\">拆分既是为了激发各业务的活力，更能清晰反映阿里在资本市场的价值，但出乎外界预料之外的是，阿里拆分比预想中困难。</p><p style=\"text-align: justify;\">5月，阿里给出了阿里云、盒马、菜鸟的上市时间线；9月，菜鸟率先向港交所递交了上市申请文件；11月，阿里云突然宣布不再推进完全分拆，盒马上市也暂缓了。</p><p style=\"text-align: justify;\">尽管公司给出了市场低迷等理由，但投资者对阿里变革的疑虑在增加。</p><p style=\"text-align: justify;\">11月16日，吴泳铭首次作为阿里 CEO 参加业绩电话会，他全面阐释了阿里巴巴新发展阶段的战略大图，指出面向未来将有三个重要优先级方向：技术驱动的互联网平台业务，AI驱动的科技业务，全球化的商业网络。</p><p style=\"text-align: justify;\">至此，阿里未来的发展走向越来越清晰，核心点依然是用户和科技，以占据半壁江山的淘天为例，未来会坚持互联网消费平台的定位，而非零售公司。</p><p style=\"text-align: justify;\">阿里能否借着新战略重回中概股一哥，还需要时间来验证。</p><p style=\"text-align: justify;\">打败阿里的并不是另一个阿里，而是诞生于2015年的新物种拼多多，它用8年时间就超越了阿里。</p><p style=\"text-align: justify;\">这是商业模式的迭代，也是拼多多在消费低迷、市场极度内卷下仍能高速发展的内核。剥开业绩增长的表象，阿里和拼多多的竞争实际是商业模式之争，这也是投资者担忧阿里前景的深层原因。</p><p style=\"text-align: justify;\">阿里要想打败新物种，首先必须进化成新物种，这是马云所说的改变的内涵，也恰恰是阿里最大的难点。</p><p style=\"text-align: justify;\">阿里当前遇到的挑战是史无前例的，吴泳铭也拿出了坚决的态度。他在业绩会上强调，“无论过去的商业模式有多成功，我们都必须翻篇归零，唤醒重新创业的心态。”</p><p style=\"text-align: justify;\">在互联网发展的前半段，阿里是开创者，从B2B到淘宝网，从天猫到支付宝，阿里曾是中国最具创新精神的企业，但在经历了24年的发展后，阿里疲态已显，如今，阿里将如何进化是破局关键。</p><p style=\"text-align: justify;\">无论是回来的十八罗汉，还是新入职的阿里人，他们都必须面对一个归零重启的时代。阿里巴巴再次来到了命运的十字路口，它必须全力以赴。</p></body></html>","source":"live_wallstreetcn","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>阿里分红180亿，有史以来最大额！什么信号？</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阿里分红180亿，有史以来最大额！什么信号？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-08 17:42 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3703803><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 | 刘宝丹 曹安浔拼多多市值超过阿里，马云罕见内网发言打气，阿里巴巴在创业24年之后，又来到了一个关键时刻。12月6日，阿里果断出手保卫股价，宣布派发2023财年股息，总额约25亿美元（约合人民币180亿元），这是阿里有史以来的第三次也是最大金额的一次分红。上一次还是在2010年，阿里仅派发了约11亿港元。时隔13年再次分红，背后是国内电商市场竞争日益激烈，阿里市场份额不断下滑，它需要向市场...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3703803\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://wallstreetcn.com/articles/3703803","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1112165696","content_text":"作者 | 刘宝丹 曹安浔拼多多市值超过阿里，马云罕见内网发言打气，阿里巴巴在创业24年之后，又来到了一个关键时刻。12月6日，阿里果断出手保卫股价，宣布派发2023财年股息，总额约25亿美元（约合人民币180亿元），这是阿里有史以来的第三次也是最大金额的一次分红。上一次还是在2010年，阿里仅派发了约11亿港元。时隔13年再次分红，背后是国内电商市场竞争日益激烈，阿里市场份额不断下滑，它需要向市场证明，自己仍然是中国电商的王者。事实上自今年3月马云回国，阿里开启一拆六以来，就表现出强烈的进取心。在11月16日的业绩电话会上，阿里首席执行官吴泳铭首次提出面向未来十年的新战略，向投资者表明公司变革的决心。面对全新的互联网格局，阿里给出了新的发展方向，只是重回巅峰之路，注定漫长而艰难。捍卫股价美东时间11月30日，拼多多市值达到1958.9亿美元，超过阿里，成为目前市值最高的中概股。6天后，为了增强投资者的信心，阿里罕见拿出“派息”这张牌，拟大手笔分红180亿人民币。要知道，在阿里的发展历史上，派息这种事并不多见，而且如此大手笔，相较于2009年的10.1亿港元（约合人民币8.8亿元）和2010年约11亿港元（约合人民币9.4亿元），阿里此次派息额度约为前两次派息总和的10倍。公告显示，只要在12月20日除权日前买入阿里股票，就能参与这次分红，包括登记在册的普通股持有人和美国存托股持有人派息。目前来看，金融机构对派息给予了积极反馈。高盛、瑞银、巴克莱、花旗等多家机构近日相继发布研报，认为阿里未来战略规划清晰，加上持续加大股东回报，首次派息提振信心，重申“买入”或“增持”评级。派息之外，阿里还在持续推动股票回购，以提升资本市场对公司未来发展的预期。在三季度电话会上，阿里董事会主席蔡崇信介绍，公司已有的股份回购计划中，迄今仍有130 亿元美金的未使用额度。据华尔街见闻统计，今年前三季度，阿里为回购股票已耗资约67亿美元。去年3月，阿里公布了中概股史上最大规模的股票回购计划，并在去年11月加码，计划的股份回购规模增加150亿美元至400亿美元，延长有效期至2025年3月底前，足见其提振股价的决心。除了回购和派息，蔡崇信表示，阿里在资本管理方面的重点还包括，提升各项运营业务的投入资本回报率，将现金流投资于未来增长，将非核心资产的价值变现，这也说明，分拆后阿里的重点是提升股东回报。创始人马云也开始声援阿里。11月16日，市场传出马云减持阿里股票的消息，当天阿里美股大幅下跌近10%。第二天，马云办公室律师明确回应，称减持是远期规划，目前一股都没有卖出，并强调“马云坚定看好阿里，当前股价远低于阿里实际价值。”11月28日晚，在阿里内部对拼多多股价热议之际，马云现身阿里内网，祝贺拼多多的同时，他表示，坚信阿里会变，阿里会改。“AI电商时代刚刚开始，对谁都是机会，也是挑战。”积极的资本管理背后，阿里股价近年来持续下跌，截至美东时间12月6日16点，阿里的市值为1820.7亿美元，相较于2020年历史最高点的8580.1亿美元，三年蒸发了6700多亿美元。当然从全行业来看，阿里股价承压除了自身因素，也与近年大型机构投资者对中概股信心下降、资金流出有关。2022年，腾讯股价一度跌回5年前，今年也在整体下跌；美团、京东目前股价较年初均已下跌超50%，处于近年低位。腾讯去年底向股东派发9.58亿股美团股票，京东也在今年3月派息约10亿美元。从派息开始，阿里对资本市场展现了更主动的姿态，以及更多的进取心，这场中概股一哥之争从拼多多市值登顶的那一刻，就已开始了。未来之路拼多多市值超过阿里，这给阿里人以及互联网行业带来的震撼久久未息。无数阿里人伤感时代变了。一位前阿里员工感慨，想当年阿里上市时候多么风光，一下子催生了无数千万富翁，直接带动杭州城西房价暴涨几倍；资深投资人赵振华则表示，这是中国互联网行业的一个“分水岭”，拼多多、字节跳动等新贵，正在颠覆社交媒体和电子商务的旧有格局。首先是消费市场风向变了。近两年，社会消费预期转弱。根据统计局数据，今年前10月，实物商品网上零售额10.3万亿元，增长8.4%，虽然略好于2022年，但相比前几年25%以上的高速增长已经大幅放缓。与此同时，电商市场面临激烈的竞争，以拼多多、抖音、快手、小红书等为代表的新势力电商正在高速增长，不断蚕食阿里的市场份额，甚至赶超阿里市值。与拼多多的高速扩张相比，阿里近年来增速缓慢，公司已经意识到了危机。根据财报，拼多多今年三季度实现营收688.4亿元，同比大增94%，而淘宝天猫的同期收入增速仅为4%。阿里还要讲出一个新的故事，才有望继续站在互联网浪潮的前沿。阿里将重点放在了改革上。3月份，马云回国，主导阿里开启公司史上最大的组织变革，将集团拆分成六大业务板块，都要独立上市。拆分既是为了激发各业务的活力，更能清晰反映阿里在资本市场的价值，但出乎外界预料之外的是，阿里拆分比预想中困难。5月，阿里给出了阿里云、盒马、菜鸟的上市时间线；9月，菜鸟率先向港交所递交了上市申请文件；11月，阿里云突然宣布不再推进完全分拆，盒马上市也暂缓了。尽管公司给出了市场低迷等理由，但投资者对阿里变革的疑虑在增加。11月16日，吴泳铭首次作为阿里 CEO 参加业绩电话会，他全面阐释了阿里巴巴新发展阶段的战略大图，指出面向未来将有三个重要优先级方向：技术驱动的互联网平台业务，AI驱动的科技业务，全球化的商业网络。至此，阿里未来的发展走向越来越清晰，核心点依然是用户和科技，以占据半壁江山的淘天为例，未来会坚持互联网消费平台的定位，而非零售公司。阿里能否借着新战略重回中概股一哥，还需要时间来验证。打败阿里的并不是另一个阿里，而是诞生于2015年的新物种拼多多，它用8年时间就超越了阿里。这是商业模式的迭代，也是拼多多在消费低迷、市场极度内卷下仍能高速发展的内核。剥开业绩增长的表象，阿里和拼多多的竞争实际是商业模式之争，这也是投资者担忧阿里前景的深层原因。阿里要想打败新物种，首先必须进化成新物种，这是马云所说的改变的内涵，也恰恰是阿里最大的难点。阿里当前遇到的挑战是史无前例的，吴泳铭也拿出了坚决的态度。他在业绩会上强调，“无论过去的商业模式有多成功，我们都必须翻篇归零，唤醒重新创业的心态。”在互联网发展的前半段，阿里是开创者，从B2B到淘宝网，从天猫到支付宝，阿里曾是中国最具创新精神的企业，但在经历了24年的发展后，阿里疲态已显，如今，阿里将如何进化是破局关键。无论是回来的十八罗汉，还是新入职的阿里人，他们都必须面对一个归零重启的时代。阿里巴巴再次来到了命运的十字路口，它必须全力以赴。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610452527,"gmtCreate":1648738305695,"gmtModify":1648738305695,"author":{"id":"3472731775828650","authorId":"3472731775828650","name":"饱饱饱","avatar":"https://static.tigerbbs.com/3b92070bbe2ed50da522dace9bfb5930","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472731775828650","authorIdStr":"3472731775828650"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>纳斯达克14444.44","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>纳斯达克14444.44","text":"$纳斯达克(.IXIC)$纳斯达克14444.44","images":[{"img":"https://static.tigerbbs.com/974ff8732b3f90386b0ed469cbbf1a7c","width":"828","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610452527","isVote":1,"tweetType":1,"viewCount":2056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":378360566370720,"gmtCreate":1733415912447,"gmtModify":1733415916010,"author":{"id":"3472731775828650","authorId":"3472731775828650","name":"饱饱饱","avatar":"https://static.tigerbbs.com/3b92070bbe2ed50da522dace9bfb5930","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472731775828650","authorIdStr":"3472731775828650"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 刚刚那8000万股什么情况 哪个大佬买的 又是哪个大佬卖的","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 刚刚那8000万股什么情况 哪个大佬买的 又是哪个大佬卖的","text":"$英特尔(INTC)$ 刚刚那8000万股什么情况 哪个大佬买的 又是哪个大佬卖的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378360566370720","isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346109772452184,"gmtCreate":1725526249793,"gmtModify":1725526252910,"author":{"id":"3472731775828650","authorId":"3472731775828650","name":"饱饱饱","avatar":"https://static.tigerbbs.com/3b92070bbe2ed50da522dace9bfb5930","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472731775828650","authorIdStr":"3472731775828650"},"themes":[],"htmlText":"淘宝的售后我被坑惨了 一条黑冰睡袋1100 一个100瓦充电宝全都是我的责任 他们发过来就这样的 我只是开箱没记录视频就判定我的责任","listText":"淘宝的售后我被坑惨了 一条黑冰睡袋1100 一个100瓦充电宝全都是我的责任 他们发过来就这样的 我只是开箱没记录视频就判定我的责任","text":"淘宝的售后我被坑惨了 一条黑冰睡袋1100 一个100瓦充电宝全都是我的责任 他们发过来就这样的 我只是开箱没记录视频就判定我的责任","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346109772452184","isVote":1,"tweetType":1,"viewCount":953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333507701133344,"gmtCreate":1722450210085,"gmtModify":1722450211566,"author":{"id":"3472731775828650","authorId":"3472731775828650","name":"饱饱饱","avatar":"https://static.tigerbbs.com/3b92070bbe2ed50da522dace9bfb5930","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472731775828650","authorIdStr":"3472731775828650"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SERV\">$Serve Robotics Inc.(SERV)$</a> 庄家是中国人吧 好熟悉的手法 技术流","listText":"<a href=\"https://laohu8.com/S/SERV\">$Serve Robotics Inc.(SERV)$</a> 庄家是中国人吧 好熟悉的手法 技术流","text":"$Serve Robotics Inc.(SERV)$ 庄家是中国人吧 好熟悉的手法 技术流","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333507701133344","isVote":1,"tweetType":1,"viewCount":1393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282005057163568,"gmtCreate":1709877280375,"gmtModify":1709877282113,"author":{"id":"3472731775828650","authorId":"3472731775828650","name":"饱饱饱","avatar":"https://static.tigerbbs.com/3b92070bbe2ed50da522dace9bfb5930","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472731775828650","authorIdStr":"3472731775828650"},"themes":[],"htmlText":"这是好是坏？？","listText":"这是好是坏？？","text":"这是好是坏？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282005057163568","repostId":"1177403274","repostType":2,"repost":{"id":"1177403274","kind":"news","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":1709876368,"share":"https://www.laohu8.com/m/news/1177403274?lang=&edition=full","pubTime":"2024-03-08 13:39","market":"us","language":"zh","title":"台积电2月净收入1816.5亿新台币，同比增长11.3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1177403274","media":"老虎资讯综合","summary":"3月8日，$台积电(TSM)$2024年2月净收入为1816.5亿新台币，环比下降15.8%，同比增长11.3%。","content":"<html><head></head><body><p>3月8日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>2024年2月净收入为1816.5亿新台币，环比下降15.8%，同比增长11.3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a50c9fc5aaaee8de7cbd4f91a6cddace\" title=\"\" tg-width=\"680\" tg-height=\"156\"/></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>台积电2月净收入1816.5亿新台币，同比增长11.3%</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台积电2月净收入1816.5亿新台币，同比增长11.3%\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\">2024-03-08 13:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月8日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>2024年2月净收入为1816.5亿新台币，环比下降15.8%，同比增长11.3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a50c9fc5aaaee8de7cbd4f91a6cddace\" title=\"\" tg-width=\"680\" tg-height=\"156\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5","relate_stocks":{"LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","03145":"华夏亚洲高息股","TSM":"台积电","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","EWT":"台湾ETF-iShares MSCI","BK4591":"室温超导概念","BK4554":"元宇宙及AR概念","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","BK4532":"文艺复兴科技持仓","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177403274","content_text":"3月8日，台积电2024年2月净收入为1816.5亿新台币，环比下降15.8%，同比增长11.3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651841968,"gmtCreate":1681787270354,"gmtModify":1681787272469,"author":{"id":"3472731775828650","authorId":"3472731775828650","name":"饱饱饱","avatar":"https://static.tigerbbs.com/3b92070bbe2ed50da522dace9bfb5930","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472731775828650","authorIdStr":"3472731775828650"},"themes":[],"htmlText":"真有你的 把关店都写的这么好看&nbsp;","listText":"真有你的 把关店都写的这么好看&nbsp;","text":"真有你的 把关店都写的这么好看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651841968","repostId":"2328420400","repostType":2,"repost":{"id":"2328420400","kind":"highlight","pubTimestamp":1681717004,"share":"https://www.laohu8.com/m/news/2328420400?lang=&edition=full","pubTime":"2023-04-17 15:36","market":"sh","language":"zh","title":"中金：维持海伦司(09869)“跑赢行业”评级 目标价18.6港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2328420400","media":"智通财经网","summary":"中金看好海伦司(09869)后续店销恢复及盈亏平衡点下降带来的盈利兑现。","content":"<html><body><div> <p>智通财经APP获悉，中金发布研究报告称，维持<a href=\"https://laohu8.com/S/09869\">海伦司</a>(09869)“跑赢行业”评级，考虑保本点下降，上调2023年盈利预测5%至4.3亿元，2024年预测7.9亿元不变，目标价18.6港元，有57%的上行空间。该行观察海伦司转变拓店思路，更重增长质量;特许合作新模式或利于长期开店空间兑现。同时看好后续店效修复及盈利兑现带来的估值提振。</p><p>中金主要观点如下：</p><p><strong>转变拓店思路，更重增长质量。</strong></p><p>公司对2021年快速扩张下门店爬坡期延长进行反思，修正拓店思路，梳理关停约240-250家(近70%系21年以来开业门店)，2022年已关闭194家，公司规划剩余40-50家将于今年关闭(22年已计提减值)。公司21年底对开店策略进行纠偏(如谨慎加密、选择更有利选址条件以吸引客流)，该行估计2021年11月至22年8月间签约新开店1H22日销已高于整体平均、超过1H21签约新开店20%-30%;2H22新开店平均日销高于1H22和2021年新开店超30%。公司计划23年新开约200家，并对约30家店进行扩店，以在周末等旺季吸纳更多客流;公司预计扩店后人工和租金等成本增长相对低于店销增长，从而利好门店利润率。</p><p><strong>特许合作新模式或有利于长期开店空间兑现。</strong></p><p>2022年起公司开放特许经营合作模式，招募具有当地资源、熟悉商业环境的合作伙伴，各取所长实现合作共赢：分工方面，海伦司与合作方共同选址，前者投资软装和设备(标准店约80-90万元)，后者投资硬装(如标准店约40万元)及证件办理;日常经营阶段，海伦司派遣督导员统一运营管理，合作方自行承担原材料(由海伦司统一和供应商谈判价格并代采，合作方与供应商直接结算)、房租、人工、杂费等经营费用。</p><p>抽成方面，海伦司按门店销售额进行阶梯式抽成，销售额越高则抽成比例越高，以期实现海伦司对门店现金利润分成达约70%-80%、合作方投资回收期约1.5-2年。公司计划今年新开店主要采用特许经营合作模式，该行认为新模式能有效利用社会资源(如合作方提供资金、利用当地资源协助选址和客群维护)、降低门店运营成本和风险，能更快更好地布局具有广阔空间的下沉市场，从而有利于长期开店空间兑现。</p><p><strong>看好店效修复及盈利兑现。</strong></p><p>该行估计2023年3月海伦司同店日销恢复至19年同期约90%(80家)、2022年同期约104%(574家);3月营业门店整体日销约0.9万元，环比2月下降主要系甲流、天气因素和营业门店统计范围扩大等影响，但3月末门店整体日销已稳步回升。该行估计4月初营业门店达约700家，看好后续店销恢复及盈亏平衡点下降带来的盈利兑现。</p><p><strong>风险提示：</strong>门店扩张不及预期;店效恢复和业绩兑现不及预期。</p> <div></div> </div></body></html>","source":"highlight_zhitongcaijin","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>中金：维持海伦司(09869)“跑赢行业”评级 目标价18.6港元</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; 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中金：维持海伦司(09869)“跑赢行业”评级 目标价18.6港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-17 15:36 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/911647.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，中金发布研究报告称，维持海伦司(09869)“跑赢行业”评级，考虑保本点下降，上调2023年盈利预测5%至4.3亿元，2024年预测7.9亿元不变，目标价18.6港元，有57%的上行空间。该行观察海伦司转变拓店思路，更重增长质量;特许合作新模式或利于长期开店空间兑现。同时看好后续店效修复及盈利兑现带来的估值提振。中金主要观点如下：转变拓店思路，更重增长质量。公司对2021年快速...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/911647.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20230417/20230417153805_29287.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","relate_stocks":{"09869":"海伦司"},"source_url":"http://www.zhitongcaijing.com/content/detail/911647.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2328420400","content_text":"智通财经APP获悉，中金发布研究报告称，维持海伦司(09869)“跑赢行业”评级，考虑保本点下降，上调2023年盈利预测5%至4.3亿元，2024年预测7.9亿元不变，目标价18.6港元，有57%的上行空间。该行观察海伦司转变拓店思路，更重增长质量;特许合作新模式或利于长期开店空间兑现。同时看好后续店效修复及盈利兑现带来的估值提振。中金主要观点如下：转变拓店思路，更重增长质量。公司对2021年快速扩张下门店爬坡期延长进行反思，修正拓店思路，梳理关停约240-250家(近70%系21年以来开业门店)，2022年已关闭194家，公司规划剩余40-50家将于今年关闭(22年已计提减值)。公司21年底对开店策略进行纠偏(如谨慎加密、选择更有利选址条件以吸引客流)，该行估计2021年11月至22年8月间签约新开店1H22日销已高于整体平均、超过1H21签约新开店20%-30%;2H22新开店平均日销高于1H22和2021年新开店超30%。公司计划23年新开约200家，并对约30家店进行扩店，以在周末等旺季吸纳更多客流;公司预计扩店后人工和租金等成本增长相对低于店销增长，从而利好门店利润率。特许合作新模式或有利于长期开店空间兑现。2022年起公司开放特许经营合作模式，招募具有当地资源、熟悉商业环境的合作伙伴，各取所长实现合作共赢：分工方面，海伦司与合作方共同选址，前者投资软装和设备(标准店约80-90万元)，后者投资硬装(如标准店约40万元)及证件办理;日常经营阶段，海伦司派遣督导员统一运营管理，合作方自行承担原材料(由海伦司统一和供应商谈判价格并代采，合作方与供应商直接结算)、房租、人工、杂费等经营费用。抽成方面，海伦司按门店销售额进行阶梯式抽成，销售额越高则抽成比例越高，以期实现海伦司对门店现金利润分成达约70%-80%、合作方投资回收期约1.5-2年。公司计划今年新开店主要采用特许经营合作模式，该行认为新模式能有效利用社会资源(如合作方提供资金、利用当地资源协助选址和客群维护)、降低门店运营成本和风险，能更快更好地布局具有广阔空间的下沉市场，从而有利于长期开店空间兑现。看好店效修复及盈利兑现。该行估计2023年3月海伦司同店日销恢复至19年同期约90%(80家)、2022年同期约104%(574家);3月营业门店整体日销约0.9万元，环比2月下降主要系甲流、天气因素和营业门店统计范围扩大等影响，但3月末门店整体日销已稳步回升。该行估计4月初营业门店达约700家，看好后续店销恢复及盈亏平衡点下降带来的盈利兑现。风险提示：门店扩张不及预期;店效恢复和业绩兑现不及预期。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628506420,"gmtCreate":1673321087660,"gmtModify":1673321090508,"author":{"id":"3472731775828650","authorId":"3472731775828650","name":"饱饱饱","avatar":"https://static.tigerbbs.com/3b92070bbe2ed50da522dace9bfb5930","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472731775828650","authorIdStr":"3472731775828650"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02331\">$李宁(02331)$&nbsp;</a>这个庄家出货要出多久？？ 两年都出不完这种出法","listText":"<a href=\"https://laohu8.com/S/02331\">$李宁(02331)$&nbsp;</a>这个庄家出货要出多久？？ 两年都出不完这种出法","text":"$李宁(02331)$ 这个庄家出货要出多久？？ 两年都出不完这种出法","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628506420","isVote":1,"tweetType":1,"viewCount":2179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667355079,"gmtCreate":1668590487291,"gmtModify":1668591178928,"author":{"id":"3472731775828650","authorId":"3472731775828650","name":"饱饱饱","avatar":"https://static.tigerbbs.com/3b92070bbe2ed50da522dace9bfb5930","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472731775828650","authorIdStr":"3472731775828650"},"themes":[],"htmlText":"哈哈哈哈哈哈哈这是腾讯的人？","listText":"哈哈哈哈哈哈哈这是腾讯的人？","text":"哈哈哈哈哈哈哈这是腾讯的人？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667355079","repostId":"1157803098","repostType":2,"isVote":1,"tweetType":1,"viewCount":2254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}