风轻云淡青蜂侠的个人主页 - 老虎社区

风轻云淡青蜂侠

暂无个人介绍

IP属地：北京

32关注

0粉丝

0主题

0勋章

风轻云淡青蜂侠

07-11

$DiDi Global Inc.(DIDIY)$ 滴滴无人车技术并不差，关键指标上国内仅次于小马的水平。对robotaxi这个赛道来说，最关键的是稳，别出现uber或者cruise那样归零的事故是最重要的，萝卜那点单量完全不够看，现在都是一帮帐都算不明白的自媒体在那yy

风轻云淡青蜂侠

2022-08-29

$拼多多(PDD)$多多这业绩跟sh有很大关系吧，感觉并不可持续

风轻云淡青蜂侠

2021-08-10

$海底捞(06862)$多头太猖狂，空头要顶住呀

风轻云淡青蜂侠

2020-11-24

$小鹏汽车(XPEV)$做空——逼空——平仓——股价继续上涨，对高度控盘的庄股来说，空头形不成合力，太容易被绞杀被收割

风轻云淡青蜂侠

2020-11-17

应该分析下股价暴涨对股权激励成本的影响，可能发的股份数没有太多，但是股价涨了太多

@阿鑫No1:拼多多三季报：怎么看Non-GAAP净利润盈利？兼谈股权激励

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3474336170012293","uuid":"3474336170012293","gmtCreate":1511242843629,"gmtModify":1720708643110,"name":"风轻云淡青蜂侠","pinyin":"fqydqfxfengqingyundanqingfengxia","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":32,"tweetSize":5,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1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":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"81.00%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"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":"2023.05.15","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"80.10%","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":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":326481426424024,"gmtCreate":1720708971624,"gmtModify":1720708973430,"author":{"id":"3474336170012293","authorId":"3474336170012293","name":"风轻云淡青蜂侠","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474336170012293","authorIdStr":"3474336170012293"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$ &nbsp;</a>滴滴无人车技术并不差，关键指标上国内仅次于小马的水平。对robotaxi这个赛道来说，最关键的是稳，别出现uber或者cruise那样归零的事故是最重要的，萝卜那点单量完全不够看，现在都是一帮帐都算不明白的自媒体在那yy","listText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$ &nbsp;</a>滴滴无人车技术并不差，关键指标上国内仅次于小马的水平。对robotaxi这个赛道来说，最关键的是稳，别出现uber或者cruise那样归零的事故是最重要的，萝卜那点单量完全不够看，现在都是一帮帐都算不明白的自媒体在那yy","text":"$DiDi Global Inc.(DIDIY)$ 滴滴无人车技术并不差，关键指标上国内仅次于小马的水平。对robotaxi这个赛道来说，最关键的是稳，别出现uber或者cruise那样归零的事故是最重要的，萝卜那点单量完全不够看，现在都是一帮帐都算不明白的自媒体在那yy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/326481426424024","isVote":1,"tweetType":1,"viewCount":3480,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493193516591958","authorId":"3493193516591958","name":"背着灯笼","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3493193516591958","authorIdStr":"3493193516591958"},"content":"无论如何，打车市场要重新分蛋糕了，现在滴滴一家独大，以后可不好说了，","text":"无论如何，打车市场要重新分蛋糕了，现在滴滴一家独大，以后可不好说了，","html":"无论如何，打车市场要重新分蛋糕了，现在滴滴一家独大，以后可不好说了，"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":660502414,"gmtCreate":1661785334039,"gmtModify":1661785334039,"author":{"id":"3474336170012293","authorId":"3474336170012293","name":"风轻云淡青蜂侠","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474336170012293","authorIdStr":"3474336170012293"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>多多这业绩跟sh有很大关系吧，感觉并不可持续","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>多多这业绩跟sh有很大关系吧，感觉并不可持续","text":"$拼多多(PDD)$多多这业绩跟sh有很大关系吧，感觉并不可持续","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/660502414","isVote":1,"tweetType":1,"viewCount":2563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":896176617,"gmtCreate":1628564842639,"gmtModify":1628564842639,"author":{"id":"3474336170012293","authorId":"3474336170012293","name":"风轻云淡青蜂侠","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474336170012293","authorIdStr":"3474336170012293"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06862\">$海底捞(06862)$</a>多头太猖狂，空头要顶住呀","listText":"<a href=\"https://laohu8.com/S/06862\">$海底捞(06862)$</a>多头太猖狂，空头要顶住呀","text":"$海底捞(06862)$多头太猖狂，空头要顶住呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896176617","isVote":1,"tweetType":1,"viewCount":1701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399488872,"gmtCreate":1606175313596,"gmtModify":1703841387309,"author":{"id":"3474336170012293","authorId":"3474336170012293","name":"风轻云淡青蜂侠","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474336170012293","authorIdStr":"3474336170012293"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>做空——逼空——平仓——股价继续上涨，对高度控盘的庄股来说，空头形不成合力，太容易被绞杀被收割","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>做空——逼空——平仓——股价继续上涨，对高度控盘的庄股来说，空头形不成合力，太容易被绞杀被收割","text":"$小鹏汽车(XPEV)$做空——逼空——平仓——股价继续上涨，对高度控盘的庄股来说，空头形不成合力，太容易被绞杀被收割","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399488872","isVote":1,"tweetType":1,"viewCount":1710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307414129,"gmtCreate":1605621144361,"gmtModify":1703838616628,"author":{"id":"3474336170012293","authorId":"3474336170012293","name":"风轻云淡青蜂侠","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474336170012293","authorIdStr":"3474336170012293"},"themes":[],"htmlText":"应该分析下股价暴涨对股权激励成本的影响，可能发的股份数没有太多，但是股价涨了太多","listText":"应该分析下股价暴涨对股权激励成本的影响，可能发的股份数没有太多，但是股价涨了太多","text":"应该分析下股价暴涨对股权激励成本的影响，可能发的股份数没有太多，但是股价涨了太多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/307414129","repostId":"307940521","repostType":1,"repost":{"id":307940521,"gmtCreate":1605421783563,"gmtModify":1703837694013,"author":{"id":"3455107317378325","authorId":"3455107317378325","name":"阿鑫No1","avatar":"https://static.tigerbbs.com/1cec92254de6221978b7edcd12458e0a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3455107317378325","authorIdStr":"3455107317378325"},"themes":[],"title":"拼多多三季报：怎么看Non-GAAP净利润盈利？兼谈股权激励","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>&nbsp;$拼多多2020年三季报公布之后，当晚PDD股价大涨，很值得关注的是\"归属于普通股股东的Non-GAAP净利润\"实现首次盈利。和我的几个朋友聊到这个话题，发现大家都不太理解Non-GAAP净利润是什么意思，借机写个文章聊聊相关的几个问题。 什么是GAAP和Non-GAAP？为什么会有这么多种利润？ GAAP和Non-GAAP相差的股权激励是个什么？ 股权激励对拼多多、阿里巴巴有多大的影响？ 1. 什么是GAAP和Non-GAAP？为什么有这么多种利润？GAAP指的是通用会计准则（Generally accepted accounting principles），Non-GAAP指的是不遵守通用会计准则。上市公司众多，为了让每家公司之间可以比较，所有的美股上市公司都要求披露GAAP标准下的净利润等财务指标。一般来说，GAAP是强制披露的。为了让投资者更方便了解公司的运营情况，一些公司会自愿披露一些非标准的指标，包括Non-GAAP净利润。但因为是非标准且自愿披露的，虽然都叫Non-GAAP净利润，每家公司的这个指标的定义可能并不相同。而且通常Non-GAAP的指标都会比GAAP的指标更好看。具体到拼多多来说，它是将股权激励等没有实际现金流支出的费用加回到GAAP净利润中，得到Non-GAAP净利润。直接上财报看，A行是GAAP标准下\"归","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>&nbsp;$拼多多2020年三季报公布之后，当晚PDD股价大涨，很值得关注的是\"归属于普通股股东的Non-GAAP净利润\"实现首次盈利。和我的几个朋友聊到这个话题，发现大家都不太理解Non-GAAP净利润是什么意思，借机写个文章聊聊相关的几个问题。 什么是GAAP和Non-GAAP？为什么会有这么多种利润？ GAAP和Non-GAAP相差的股权激励是个什么？ 股权激励对拼多多、阿里巴巴有多大的影响？ 1. 什么是GAAP和Non-GAAP？为什么有这么多种利润？GAAP指的是通用会计准则（Generally accepted accounting principles），Non-GAAP指的是不遵守通用会计准则。上市公司众多，为了让每家公司之间可以比较，所有的美股上市公司都要求披露GAAP标准下的净利润等财务指标。一般来说，GAAP是强制披露的。为了让投资者更方便了解公司的运营情况，一些公司会自愿披露一些非标准的指标，包括Non-GAAP净利润。但因为是非标准且自愿披露的，虽然都叫Non-GAAP净利润，每家公司的这个指标的定义可能并不相同。而且通常Non-GAAP的指标都会比GAAP的指标更好看。具体到拼多多来说，它是将股权激励等没有实际现金流支出的费用加回到GAAP净利润中，得到Non-GAAP净利润。直接上财报看，A行是GAAP标准下\"归","text":"$拼多多(PDD)$ $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ $拼多多2020年三季报公布之后，当晚PDD股价大涨，很值得关注的是\"归属于普通股股东的Non-GAAP净利润\"实现首次盈利。和我的几个朋友聊到这个话题，发现大家都不太理解Non-GAAP净利润是什么意思，借机写个文章聊聊相关的几个问题。 什么是GAAP和Non-GAAP？为什么会有这么多种利润？ GAAP和Non-GAAP相差的股权激励是个什么？ 股权激励对拼多多、阿里巴巴有多大的影响？ 1. 什么是GAAP和Non-GAAP？为什么有这么多种利润？GAAP指的是通用会计准则（Generally accepted accounting principles），Non-GAAP指的是不遵守通用会计准则。上市公司众多，为了让每家公司之间可以比较，所有的美股上市公司都要求披露GAAP标准下的净利润等财务指标。一般来说，GAAP是强制披露的。为了让投资者更方便了解公司的运营情况，一些公司会自愿披露一些非标准的指标，包括Non-GAAP净利润。但因为是非标准且自愿披露的，虽然都叫Non-GAAP净利润，每家公司的这个指标的定义可能并不相同。而且通常Non-GAAP的指标都会比GAAP的指标更好看。具体到拼多多来说，它是将股权激励等没有实际现金流支出的费用加回到GAAP净利润中，得到Non-GAAP净利润。直接上财报看，A行是GAAP标准下\"归","images":[{"img":"https://static.tigerbbs.com/ae82a022cde0e5b9f27864a06085fcac","width":"688","height":"447"},{"img":"https://static.tigerbbs.com/86c3f1e775d365607c7ae76fcacf63d2","width":"688","height":"341"},{"img":"https://static.tigerbbs.com/04e110286f470ce379fae9ea43406f18","width":"688","height":"379"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307940521","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2162,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":326481426424024,"gmtCreate":1720708971624,"gmtModify":1720708973430,"author":{"id":"3474336170012293","authorId":"3474336170012293","name":"风轻云淡青蜂侠","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474336170012293","authorIdStr":"3474336170012293"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$ &nbsp;</a>滴滴无人车技术并不差，关键指标上国内仅次于小马的水平。对robotaxi这个赛道来说，最关键的是稳，别出现uber或者cruise那样归零的事故是最重要的，萝卜那点单量完全不够看，现在都是一帮帐都算不明白的自媒体在那yy","listText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$ &nbsp;</a>滴滴无人车技术并不差，关键指标上国内仅次于小马的水平。对robotaxi这个赛道来说，最关键的是稳，别出现uber或者cruise那样归零的事故是最重要的，萝卜那点单量完全不够看，现在都是一帮帐都算不明白的自媒体在那yy","text":"$DiDi Global Inc.(DIDIY)$ 滴滴无人车技术并不差，关键指标上国内仅次于小马的水平。对robotaxi这个赛道来说，最关键的是稳，别出现uber或者cruise那样归零的事故是最重要的，萝卜那点单量完全不够看，现在都是一帮帐都算不明白的自媒体在那yy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/326481426424024","isVote":1,"tweetType":1,"viewCount":3480,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493193516591958","authorId":"3493193516591958","name":"背着灯笼","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3493193516591958","authorIdStr":"3493193516591958"},"content":"无论如何，打车市场要重新分蛋糕了，现在滴滴一家独大，以后可不好说了，","text":"无论如何，打车市场要重新分蛋糕了，现在滴滴一家独大，以后可不好说了，","html":"无论如何，打车市场要重新分蛋糕了，现在滴滴一家独大，以后可不好说了，"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":660502414,"gmtCreate":1661785334039,"gmtModify":1661785334039,"author":{"id":"3474336170012293","authorId":"3474336170012293","name":"风轻云淡青蜂侠","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474336170012293","authorIdStr":"3474336170012293"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>多多这业绩跟sh有很大关系吧，感觉并不可持续","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>多多这业绩跟sh有很大关系吧，感觉并不可持续","text":"$拼多多(PDD)$多多这业绩跟sh有很大关系吧，感觉并不可持续","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/660502414","isVote":1,"tweetType":1,"viewCount":2563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399488872,"gmtCreate":1606175313596,"gmtModify":1703841387309,"author":{"id":"3474336170012293","authorId":"3474336170012293","name":"风轻云淡青蜂侠","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474336170012293","authorIdStr":"3474336170012293"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>做空——逼空——平仓——股价继续上涨，对高度控盘的庄股来说，空头形不成合力，太容易被绞杀被收割","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>做空——逼空——平仓——股价继续上涨，对高度控盘的庄股来说，空头形不成合力，太容易被绞杀被收割","text":"$小鹏汽车(XPEV)$做空——逼空——平仓——股价继续上涨，对高度控盘的庄股来说，空头形不成合力，太容易被绞杀被收割","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399488872","isVote":1,"tweetType":1,"viewCount":1710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":896176617,"gmtCreate":1628564842639,"gmtModify":1628564842639,"author":{"id":"3474336170012293","authorId":"3474336170012293","name":"风轻云淡青蜂侠","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474336170012293","authorIdStr":"3474336170012293"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06862\">$海底捞(06862)$</a>多头太猖狂，空头要顶住呀","listText":"<a href=\"https://laohu8.com/S/06862\">$海底捞(06862)$</a>多头太猖狂，空头要顶住呀","text":"$海底捞(06862)$多头太猖狂，空头要顶住呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896176617","isVote":1,"tweetType":1,"viewCount":1701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307414129,"gmtCreate":1605621144361,"gmtModify":1703838616628,"author":{"id":"3474336170012293","authorId":"3474336170012293","name":"风轻云淡青蜂侠","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474336170012293","authorIdStr":"3474336170012293"},"themes":[],"htmlText":"应该分析下股价暴涨对股权激励成本的影响，可能发的股份数没有太多，但是股价涨了太多","listText":"应该分析下股价暴涨对股权激励成本的影响，可能发的股份数没有太多，但是股价涨了太多","text":"应该分析下股价暴涨对股权激励成本的影响，可能发的股份数没有太多，但是股价涨了太多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/307414129","repostId":"307940521","repostType":1,"repost":{"id":307940521,"gmtCreate":1605421783563,"gmtModify":1703837694013,"author":{"id":"3455107317378325","authorId":"3455107317378325","name":"阿鑫No1","avatar":"https://static.tigerbbs.com/1cec92254de6221978b7edcd12458e0a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3455107317378325","authorIdStr":"3455107317378325"},"themes":[],"title":"拼多多三季报：怎么看Non-GAAP净利润盈利？兼谈股权激励","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>&nbsp;$拼多多2020年三季报公布之后，当晚PDD股价大涨，很值得关注的是\"归属于普通股股东的Non-GAAP净利润\"实现首次盈利。和我的几个朋友聊到这个话题，发现大家都不太理解Non-GAAP净利润是什么意思，借机写个文章聊聊相关的几个问题。 什么是GAAP和Non-GAAP？为什么会有这么多种利润？ GAAP和Non-GAAP相差的股权激励是个什么？ 股权激励对拼多多、阿里巴巴有多大的影响？ 1. 什么是GAAP和Non-GAAP？为什么有这么多种利润？GAAP指的是通用会计准则（Generally accepted accounting principles），Non-GAAP指的是不遵守通用会计准则。上市公司众多，为了让每家公司之间可以比较，所有的美股上市公司都要求披露GAAP标准下的净利润等财务指标。一般来说，GAAP是强制披露的。为了让投资者更方便了解公司的运营情况，一些公司会自愿披露一些非标准的指标，包括Non-GAAP净利润。但因为是非标准且自愿披露的，虽然都叫Non-GAAP净利润，每家公司的这个指标的定义可能并不相同。而且通常Non-GAAP的指标都会比GAAP的指标更好看。具体到拼多多来说，它是将股权激励等没有实际现金流支出的费用加回到GAAP净利润中，得到Non-GAAP净利润。直接上财报看，A行是GAAP标准下\"归","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>&nbsp;$拼多多2020年三季报公布之后，当晚PDD股价大涨，很值得关注的是\"归属于普通股股东的Non-GAAP净利润\"实现首次盈利。和我的几个朋友聊到这个话题，发现大家都不太理解Non-GAAP净利润是什么意思，借机写个文章聊聊相关的几个问题。 什么是GAAP和Non-GAAP？为什么会有这么多种利润？ GAAP和Non-GAAP相差的股权激励是个什么？ 股权激励对拼多多、阿里巴巴有多大的影响？ 1. 什么是GAAP和Non-GAAP？为什么有这么多种利润？GAAP指的是通用会计准则（Generally accepted accounting principles），Non-GAAP指的是不遵守通用会计准则。上市公司众多，为了让每家公司之间可以比较，所有的美股上市公司都要求披露GAAP标准下的净利润等财务指标。一般来说，GAAP是强制披露的。为了让投资者更方便了解公司的运营情况，一些公司会自愿披露一些非标准的指标，包括Non-GAAP净利润。但因为是非标准且自愿披露的，虽然都叫Non-GAAP净利润，每家公司的这个指标的定义可能并不相同。而且通常Non-GAAP的指标都会比GAAP的指标更好看。具体到拼多多来说，它是将股权激励等没有实际现金流支出的费用加回到GAAP净利润中，得到Non-GAAP净利润。直接上财报看，A行是GAAP标准下\"归","text":"$拼多多(PDD)$ $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ $拼多多2020年三季报公布之后，当晚PDD股价大涨，很值得关注的是\"归属于普通股股东的Non-GAAP净利润\"实现首次盈利。和我的几个朋友聊到这个话题，发现大家都不太理解Non-GAAP净利润是什么意思，借机写个文章聊聊相关的几个问题。 什么是GAAP和Non-GAAP？为什么会有这么多种利润？ GAAP和Non-GAAP相差的股权激励是个什么？ 股权激励对拼多多、阿里巴巴有多大的影响？ 1. 什么是GAAP和Non-GAAP？为什么有这么多种利润？GAAP指的是通用会计准则（Generally accepted accounting principles），Non-GAAP指的是不遵守通用会计准则。上市公司众多，为了让每家公司之间可以比较，所有的美股上市公司都要求披露GAAP标准下的净利润等财务指标。一般来说，GAAP是强制披露的。为了让投资者更方便了解公司的运营情况，一些公司会自愿披露一些非标准的指标，包括Non-GAAP净利润。但因为是非标准且自愿披露的，虽然都叫Non-GAAP净利润，每家公司的这个指标的定义可能并不相同。而且通常Non-GAAP的指标都会比GAAP的指标更好看。具体到拼多多来说，它是将股权激励等没有实际现金流支出的费用加回到GAAP净利润中，得到Non-GAAP净利润。直接上财报看，A行是GAAP标准下\"归","images":[{"img":"https://static.tigerbbs.com/ae82a022cde0e5b9f27864a06085fcac","width":"688","height":"447"},{"img":"https://static.tigerbbs.com/86c3f1e775d365607c7ae76fcacf63d2","width":"688","height":"341"},{"img":"https://static.tigerbbs.com/04e110286f470ce379fae9ea43406f18","width":"688","height":"379"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307940521","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2162,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}