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废都酱
2021-11-02
不能只看最近三个月走势就得出百世最强的结论啊,倒退到上市起百世无疑是走势最差的,遇到收购探底回升不很正常吗?
老虎点评:股价诡异“跳水”,百世集团发生了什么?
废都酱
2021-10-14
$老虎证券(TIGR)$
5块的本,38跌到27跑的,看现在这架势是打算回到原点接我?我倒是不介意,怕是股友们心凉,老虎绝对算优质中概了
废都酱
2021-08-18
$百世集团(BEST)$
看了看股东持股情况,我是不慌,阿里、周韶宁、Cr、高盛,这几个持股达到2.52亿股,纹丝不动;机构持股方面,从之前上百家降到25家(东方财富网看的),持股数从8000万股降到700股,目前是高度散户化,但是下跌空间也就到这。大股东不会这个价格出,阿里更不会贴钱养了这么多年打包卖给别人,否则等于自行交出快递行业的定价权,如果2006年就要网购就知道,是否包邮甚至能决定一单小买卖的生死。电商行业业绩要好看,就必须不断打压快递每单价格,所以百世目前还不会死。技术方面,绿柱极长,接下来通常会好些,除非美股全面崩盘。
废都酱
2021-07-29
$滴滴(DIDI)$
作为滴滴曾经的忠实用户,目前曹操和T3用户。如果六部委审核滴滴毫无问题,可能用回滴滴;如果有问题,滴滴通过私有化做了美国人的狗,那么我永远不会用任何滴滴,联想相关产品,欢迎有钱人私有化一具尸体。
废都酱
2021-06-26
$百世集团(BEST)$
洗筹呢,这么一目了然的,看五日线,前天巨量拉高,这两天只有少量垃抬就能维持前天价格,如果要出货要么边放量边拉,只拉,没出货,你说还有其他解释吗?
废都酱
2021-06-02
$AMC院线(AMC)$
求教游戏驿站大赚的大佬,这个AMC在什么时候做空合适?游戏驿站400也掉下来了,AMC不可能是没有天花板的吧?
废都酱
2021-04-23
$比特币基金(GBTC)$
请教,把环球账户转入综合账户是否就能买比特币基金的put?
废都酱
2021-04-15
$老虎证券(TIGR)$
20元这个鱼钩钓上了多少饵啊,我已经两次跃跃欲试了,还没下手。
废都酱
2021-04-07
$第一高中教育(FHS)$
感觉这财报可以啊,全年净利润8090万,除以股本再除以汇率,折合每股收益0.43刀,按现价7.15/0.43,才16倍的PE,当然如果中概股继续软下去,可能可以拿到十倍PE的筹码,只要生源稳住基本是稳赚的买卖了。
废都酱
2021-03-26
$跟谁学(GSX)$
拉总不暴拉一波之前我不敢做空,拉总快回来!
废都酱
2021-03-25
$耐克(NKE)$
过分了,盘前干掉五个点,也不给我进场做空耐克的空间,为新疆棉出一口恶气。
废都酱
2021-03-23
$跟谁学(GSX)$
去年输给拉总一笔,现在拿回来,拉总🐮
废都酱
2021-03-23
$蓝帽子(BHAT)$
一季度挂财报信息挂了好几次都没发,别再挂这误导人的信息地雷了![愤怒]
废都酱
2021-03-15
$老虎证券(TIGR)$
自选股你跌幅第一,你可以的。
废都酱
2021-03-12
$蓝帽子(BHAT)$
别跌拉,再跌开盘不是没涨了?
废都酱
2021-03-10
$跟谁学(GSX)$
跟谁学真是好股,我买一个靠谱的正股,配一个跟谁学的put,无论大盘涨跌我都不会亏
废都酱
2021-03-09
2025年的PE,真敢开口啊
抱歉,原内容已删除
废都酱
2021-03-04
整理了一下去年十大IPO闭眼买入的收益率
废都酱
2021-03-04
$500彩票网(WBAI)$
做空利率207%是什么情况,高利贷才借的到票?
废都酱
2021-01-28
$游戏驿站(GME)$
不许买也太秀了,美国证监会这是开一个后门送对冲基金跑路啊,就问散户面临穿仓啥时候有过这待遇?
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lag":false,"idStr":"3485486991134551","authorIdStr":"3485486991134551"},"themes":[],"htmlText":"不能只看最近三个月走势就得出百世最强的结论啊,倒退到上市起百世无疑是走势最差的,遇到收购探底回升不很正常吗?","listText":"不能只看最近三个月走势就得出百世最强的结论啊,倒退到上市起百世无疑是走势最差的,遇到收购探底回升不很正常吗?","text":"不能只看最近三个月走势就得出百世最强的结论啊,倒退到上市起百世无疑是走势最差的,遇到收购探底回升不很正常吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843387645","repostId":"1106138088","repostType":2,"repost":{"id":"1106138088","kind":"news","weMediaInfo":{"introduction":"提供来自华尔街的观点,观察市场,提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1635555551,"share":"https://www.laohu8.com/m/news/1106138088?lang=&edition=full","pubTime":"2021-10-30 08:59","market":"us","language":"zh","title":"老虎点评:股价诡异“跳水”,百世集团发生了什么?","url":"https://stock-news.laohu8.com/highlight/detail?id=1106138088","media":"老虎锐评","summary":"周五,标普、纳斯达克同创新高,中概股整体下挫,互联网券商领跌。","content":"<p>周五,标普、纳斯达克同创新高,中概股整体下挫,互联网券商领跌。</p>\n<p><b><a href=\"https://laohu8.com/S/BEST\">百世集团</a>中国业务被收购,股价却坐了过山车</b></p>\n<p>百世盘前发出公告:极兔以68亿元人民币收购百世中国区业务。股价从开盘最高上涨40%($2.97),一路下行到收盘跌23%($1.61),日内振幅高达60%。无论是跌幅还是振幅,明显超过今天中概整体水平(KWEB跌3%)。一个表面上的利好消息最后成为利差消息,是简单的利好出货吗?</p>\n<p><img src=\"https://static.tigerbbs.com/1a7cffffa62c40ca3e8f6879c34f9a9e\" tg-width=\"492\" tg-height=\"214\" referrerpolicy=\"no-referrer\"></p>\n<p>先从基本面来看,这笔交易是否合算。</p>\n<p>根据百世的公告,极兔的68亿人民币作价,是针对百世中国业务的“Enterprise Value”(企业价值),而不是“Market Cap”(市值)。有新闻说“百世在集团总市值仅有8亿美元的情况下,以11亿美元出售国内业务,的确是一笔划算的买卖。”这个说法是错误的。</p>\n<p>根据百世目前持有的现金、债务以及少数权益,昨天收盘后的整体企业价值是$18亿。所以问题就变成了,百世的中国快递业务(express delivery business),究竟占比多少?</p>\n<p>根据公司最新的2季度财报,中国区的快递业务收入占比总体58%。无论是同比,还是占整体收入的相对比例,中国区的快递业务都出现了很大的下滑。</p>\n<p><img src=\"https://static.tigerbbs.com/149d6a235a6add8851b0526d4597db3e\" tg-width=\"409\" tg-height=\"179\" referrerpolicy=\"no-referrer\"></p>\n<p>按照昨天收盘$18亿的企业价值计算,58%的业务线的企业价值差不多$10.4亿(假设现金/债务/少数人权益按照同等比例在业务线划分)。极兔给的价格是68亿人民币,按照最新汇率6.4来看是$10.6亿,完美吻合。也就是说,这笔生意从昨天收盘价来看,很公平,谁也没占谁便宜。</p>\n<p>有点奇怪,昨天百世的收盘价收到了极兔的报价?这只股票2个月前只有不到昨天收盘价的50%,这2个月突飞猛进涨了100%。如果极兔的$10.6亿报价是根据昨天收盘价来给出,那么百世居然能够不到24小是就发声明宣布同意?</p>\n<p>我们再来看看百世最近3个月的股价表现。作为对比,我把其它快递公司的股价表现也放在同一张图。从上到下依次是——白线百世,橙色韵达,蓝色申通,紫色德邦,黄色顺丰。百世的股价可谓是傲视群雄。最近3个月百世有什么利好的消息吗?没看见。</p>\n<p><img src=\"https://static.tigerbbs.com/eac43647f4f5c2f7e19799fdab3e80a5\" tg-width=\"790\" tg-height=\"408\" referrerpolicy=\"no-referrer\"></p>\n<p>写到这里就不难理解:1,为何昨天的收盘价和极兔给的报价如此靠近;2,为何今天利好消息一出卖单就大笔涌入股价一泻千里。当然,还有一种可能性,就是极兔恰好根据百世昨晚收盘价决定临时报价,报的价迅速得到百世的同意,今早好消息出来市场利好出货…这样的巧合还是有可能,唯一不肯定的就是如此急速下挫的股价,就算提前埋伏,能赚到钱吗?</p>\n<p><b>公司新闻</b></p>\n<p><b><a href=\"https://laohu8.com/S/PFE\">辉瑞</a>(PFE)& BioNTech(BNTX):美国FDA批准了为5-11岁儿童接种疫苗的紧急使用授权。 </b></p>\n<p><b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA):汽车租赁平台Hertz表示或将<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>订单量增加至20万辆。 </b></p>\n<p><b><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN):宣布对电动汽车公司Rivian持股20%。</b>Rivian本月早些时候递交IPO招股说明书。<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>已与Rivian签订到2030年订购10万车辆的协议。</p>\n<p><b> <a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT):超越<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL)成为全球市值最高的公司。 </b></p>\n<p><b>Netflix(NFLX):剧版《三体》公布首批演员名单。</b>《少年的你》导演曾国祥将执导本剧的第1集并担任本剧的联合制作人。Netflix版《三体》改编自刘慈欣小说,由《权力的游戏》主创David Benioff和D.B.Weiss担任剧集制片人,刘慈欣和英译者刘宇昆担任顾问制作人。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>老虎点评:股价诡异“跳水”,百世集团发生了什么?</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n老虎点评:股价诡异“跳水”,百世集团发生了什么?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\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\">老虎锐评 </p>\n<p class=\"h-time\">2021-10-30 08:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周五,标普、纳斯达克同创新高,中概股整体下挫,互联网券商领跌。</p>\n<p><b><a href=\"https://laohu8.com/S/BEST\">百世集团</a>中国业务被收购,股价却坐了过山车</b></p>\n<p>百世盘前发出公告:极兔以68亿元人民币收购百世中国区业务。股价从开盘最高上涨40%($2.97),一路下行到收盘跌23%($1.61),日内振幅高达60%。无论是跌幅还是振幅,明显超过今天中概整体水平(KWEB跌3%)。一个表面上的利好消息最后成为利差消息,是简单的利好出货吗?</p>\n<p><img src=\"https://static.tigerbbs.com/1a7cffffa62c40ca3e8f6879c34f9a9e\" tg-width=\"492\" tg-height=\"214\" referrerpolicy=\"no-referrer\"></p>\n<p>先从基本面来看,这笔交易是否合算。</p>\n<p>根据百世的公告,极兔的68亿人民币作价,是针对百世中国业务的“Enterprise Value”(企业价值),而不是“Market Cap”(市值)。有新闻说“百世在集团总市值仅有8亿美元的情况下,以11亿美元出售国内业务,的确是一笔划算的买卖。”这个说法是错误的。</p>\n<p>根据百世目前持有的现金、债务以及少数权益,昨天收盘后的整体企业价值是$18亿。所以问题就变成了,百世的中国快递业务(express delivery business),究竟占比多少?</p>\n<p>根据公司最新的2季度财报,中国区的快递业务收入占比总体58%。无论是同比,还是占整体收入的相对比例,中国区的快递业务都出现了很大的下滑。</p>\n<p><img src=\"https://static.tigerbbs.com/149d6a235a6add8851b0526d4597db3e\" tg-width=\"409\" tg-height=\"179\" referrerpolicy=\"no-referrer\"></p>\n<p>按照昨天收盘$18亿的企业价值计算,58%的业务线的企业价值差不多$10.4亿(假设现金/债务/少数人权益按照同等比例在业务线划分)。极兔给的价格是68亿人民币,按照最新汇率6.4来看是$10.6亿,完美吻合。也就是说,这笔生意从昨天收盘价来看,很公平,谁也没占谁便宜。</p>\n<p>有点奇怪,昨天百世的收盘价收到了极兔的报价?这只股票2个月前只有不到昨天收盘价的50%,这2个月突飞猛进涨了100%。如果极兔的$10.6亿报价是根据昨天收盘价来给出,那么百世居然能够不到24小是就发声明宣布同意?</p>\n<p>我们再来看看百世最近3个月的股价表现。作为对比,我把其它快递公司的股价表现也放在同一张图。从上到下依次是——白线百世,橙色韵达,蓝色申通,紫色德邦,黄色顺丰。百世的股价可谓是傲视群雄。最近3个月百世有什么利好的消息吗?没看见。</p>\n<p><img src=\"https://static.tigerbbs.com/eac43647f4f5c2f7e19799fdab3e80a5\" tg-width=\"790\" tg-height=\"408\" referrerpolicy=\"no-referrer\"></p>\n<p>写到这里就不难理解:1,为何昨天的收盘价和极兔给的报价如此靠近;2,为何今天利好消息一出卖单就大笔涌入股价一泻千里。当然,还有一种可能性,就是极兔恰好根据百世昨晚收盘价决定临时报价,报的价迅速得到百世的同意,今早好消息出来市场利好出货…这样的巧合还是有可能,唯一不肯定的就是如此急速下挫的股价,就算提前埋伏,能赚到钱吗?</p>\n<p><b>公司新闻</b></p>\n<p><b><a href=\"https://laohu8.com/S/PFE\">辉瑞</a>(PFE)& BioNTech(BNTX):美国FDA批准了为5-11岁儿童接种疫苗的紧急使用授权。 </b></p>\n<p><b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA):汽车租赁平台Hertz表示或将<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>订单量增加至20万辆。 </b></p>\n<p><b><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN):宣布对电动汽车公司Rivian持股20%。</b>Rivian本月早些时候递交IPO招股说明书。<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>已与Rivian签订到2030年订购10万车辆的协议。</p>\n<p><b> <a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT):超越<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL)成为全球市值最高的公司。 </b></p>\n<p><b>Netflix(NFLX):剧版《三体》公布首批演员名单。</b>《少年的你》导演曾国祥将执导本剧的第1集并担任本剧的联合制作人。Netflix版《三体》改编自刘慈欣小说,由《权力的游戏》主创David Benioff和D.B.Weiss担任剧集制片人,刘慈欣和英译者刘宇昆担任顾问制作人。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e51dca4aea5a4f4975d48e2264c0446","relate_stocks":{"BEST":"百世集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106138088","content_text":"周五,标普、纳斯达克同创新高,中概股整体下挫,互联网券商领跌。\n百世集团中国业务被收购,股价却坐了过山车\n百世盘前发出公告:极兔以68亿元人民币收购百世中国区业务。股价从开盘最高上涨40%($2.97),一路下行到收盘跌23%($1.61),日内振幅高达60%。无论是跌幅还是振幅,明显超过今天中概整体水平(KWEB跌3%)。一个表面上的利好消息最后成为利差消息,是简单的利好出货吗?\n\n先从基本面来看,这笔交易是否合算。\n根据百世的公告,极兔的68亿人民币作价,是针对百世中国业务的“Enterprise Value”(企业价值),而不是“Market Cap”(市值)。有新闻说“百世在集团总市值仅有8亿美元的情况下,以11亿美元出售国内业务,的确是一笔划算的买卖。”这个说法是错误的。\n根据百世目前持有的现金、债务以及少数权益,昨天收盘后的整体企业价值是$18亿。所以问题就变成了,百世的中国快递业务(express delivery business),究竟占比多少?\n根据公司最新的2季度财报,中国区的快递业务收入占比总体58%。无论是同比,还是占整体收入的相对比例,中国区的快递业务都出现了很大的下滑。\n\n按照昨天收盘$18亿的企业价值计算,58%的业务线的企业价值差不多$10.4亿(假设现金/债务/少数人权益按照同等比例在业务线划分)。极兔给的价格是68亿人民币,按照最新汇率6.4来看是$10.6亿,完美吻合。也就是说,这笔生意从昨天收盘价来看,很公平,谁也没占谁便宜。\n有点奇怪,昨天百世的收盘价收到了极兔的报价?这只股票2个月前只有不到昨天收盘价的50%,这2个月突飞猛进涨了100%。如果极兔的$10.6亿报价是根据昨天收盘价来给出,那么百世居然能够不到24小是就发声明宣布同意?\n我们再来看看百世最近3个月的股价表现。作为对比,我把其它快递公司的股价表现也放在同一张图。从上到下依次是——白线百世,橙色韵达,蓝色申通,紫色德邦,黄色顺丰。百世的股价可谓是傲视群雄。最近3个月百世有什么利好的消息吗?没看见。\n\n写到这里就不难理解:1,为何昨天的收盘价和极兔给的报价如此靠近;2,为何今天利好消息一出卖单就大笔涌入股价一泻千里。当然,还有一种可能性,就是极兔恰好根据百世昨晚收盘价决定临时报价,报的价迅速得到百世的同意,今早好消息出来市场利好出货…这样的巧合还是有可能,唯一不肯定的就是如此急速下挫的股价,就算提前埋伏,能赚到钱吗?\n公司新闻\n辉瑞(PFE)& BioNTech(BNTX):美国FDA批准了为5-11岁儿童接种疫苗的紧急使用授权。 \n特斯拉(TSLA):汽车租赁平台Hertz表示或将特斯拉订单量增加至20万辆。 \n亚马逊(AMZN):宣布对电动汽车公司Rivian持股20%。Rivian本月早些时候递交IPO招股说明书。亚马逊已与Rivian签订到2030年订购10万车辆的协议。\n 微软(MSFT):超越苹果(AAPL)成为全球市值最高的公司。 \nNetflix(NFLX):剧版《三体》公布首批演员名单。《少年的你》导演曾国祥将执导本剧的第1集并担任本剧的联合制作人。Netflix版《三体》改编自刘慈欣小说,由《权力的游戏》主创David Benioff和D.B.Weiss担任剧集制片人,刘慈欣和英译者刘宇昆担任顾问制作人。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1880,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825680866,"gmtCreate":1634221574353,"gmtModify":1634221585593,"author":{"id":"3485486991134551","authorId":"3485486991134551","name":"废都酱","avatar":"https://static.tigerbbs.com/86aef194992d7bdc5ecbe43c1f30060b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3485486991134551","authorIdStr":"3485486991134551"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 5块的本,38跌到27跑的,看现在这架势是打算回到原点接我?我倒是不介意,怕是股友们心凉,老虎绝对算优质中概了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 5块的本,38跌到27跑的,看现在这架势是打算回到原点接我?我倒是不介意,怕是股友们心凉,老虎绝对算优质中概了","text":"$老虎证券(TIGR)$ 5块的本,38跌到27跑的,看现在这架势是打算回到原点接我?我倒是不介意,怕是股友们心凉,老虎绝对算优质中概了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/825680866","isVote":1,"tweetType":1,"viewCount":7193,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578616859698295","authorId":"3578616859698295","name":"迪迪宝","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3578616859698295","authorIdStr":"3578616859698295"},"content":"都这份上还优质啊","text":"都这份上还优质啊","html":"都这份上还优质啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":831981863,"gmtCreate":1629279720152,"gmtModify":1629300086674,"author":{"id":"3485486991134551","authorId":"3485486991134551","name":"废都酱","avatar":"https://static.tigerbbs.com/86aef194992d7bdc5ecbe43c1f30060b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3485486991134551","authorIdStr":"3485486991134551"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BEST\">$百世集团(BEST)$</a>看了看股东持股情况,我是不慌,阿里、周韶宁、Cr、高盛,这几个持股达到2.52亿股,纹丝不动;机构持股方面,从之前上百家降到25家(东方财富网看的),持股数从8000万股降到700股,目前是高度散户化,但是下跌空间也就到这。大股东不会这个价格出,阿里更不会贴钱养了这么多年打包卖给别人,否则等于自行交出快递行业的定价权,如果2006年就要网购就知道,是否包邮甚至能决定一单小买卖的生死。电商行业业绩要好看,就必须不断打压快递每单价格,所以百世目前还不会死。技术方面,绿柱极长,接下来通常会好些,除非美股全面崩盘。","listText":"<a href=\"https://laohu8.com/S/BEST\">$百世集团(BEST)$</a>看了看股东持股情况,我是不慌,阿里、周韶宁、Cr、高盛,这几个持股达到2.52亿股,纹丝不动;机构持股方面,从之前上百家降到25家(东方财富网看的),持股数从8000万股降到700股,目前是高度散户化,但是下跌空间也就到这。大股东不会这个价格出,阿里更不会贴钱养了这么多年打包卖给别人,否则等于自行交出快递行业的定价权,如果2006年就要网购就知道,是否包邮甚至能决定一单小买卖的生死。电商行业业绩要好看,就必须不断打压快递每单价格,所以百世目前还不会死。技术方面,绿柱极长,接下来通常会好些,除非美股全面崩盘。","text":"$百世集团(BEST)$看了看股东持股情况,我是不慌,阿里、周韶宁、Cr、高盛,这几个持股达到2.52亿股,纹丝不动;机构持股方面,从之前上百家降到25家(东方财富网看的),持股数从8000万股降到700股,目前是高度散户化,但是下跌空间也就到这。大股东不会这个价格出,阿里更不会贴钱养了这么多年打包卖给别人,否则等于自行交出快递行业的定价权,如果2006年就要网购就知道,是否包邮甚至能决定一单小买卖的生死。电商行业业绩要好看,就必须不断打压快递每单价格,所以百世目前还不会死。技术方面,绿柱极长,接下来通常会好些,除非美股全面崩盘。","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":7,"commentSize":12,"repostSize":2,"link":"https://laohu8.com/post/831981863","isVote":1,"tweetType":1,"viewCount":21760,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3485486991134551","authorId":"3485486991134551","name":"废都酱","avatar":"https://static.tigerbbs.com/86aef194992d7bdc5ecbe43c1f30060b","crmLevel":2,"crmLevelSwitch":0,"idStr":"3485486991134551","authorIdStr":"3485486991134551"},"content":"顺道一提,阿里巴巴是在2020年第二季度增持百世,2400万股大约花费1.2—1.5亿刀,如果是按现在的价格,等于能吃下全流通的股权了。","text":"顺道一提,阿里巴巴是在2020年第二季度增持百世,2400万股大约花费1.2—1.5亿刀,如果是按现在的价格,等于能吃下全流通的股权了。","html":"顺道一提,阿里巴巴是在2020年第二季度增持百世,2400万股大约花费1.2—1.5亿刀,如果是按现在的价格,等于能吃下全流通的股权了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808942584,"gmtCreate":1627553512648,"gmtModify":1627553512648,"author":{"id":"3485486991134551","authorId":"3485486991134551","name":"废都酱","avatar":"https://static.tigerbbs.com/86aef194992d7bdc5ecbe43c1f30060b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3485486991134551","authorIdStr":"3485486991134551"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>作为滴滴曾经的忠实用户,目前曹操和T3用户。如果六部委审核滴滴毫无问题,可能用回滴滴;如果有问题,滴滴通过私有化做了美国人的狗,那么我永远不会用任何滴滴,联想相关产品,欢迎有钱人私有化一具尸体。","listText":"<a 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href=\"https://laohu8.com/S/GBTC\">$比特币基金(GBTC)$</a>请教,把环球账户转入综合账户是否就能买比特币基金的put?","text":"$比特币基金(GBTC)$请教,把环球账户转入综合账户是否就能买比特币基金的put?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/376769364","isVote":1,"tweetType":1,"viewCount":3295,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"8529261215475","authorId":"8529261215475","name":"逸禅","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"8529261215475","authorIdStr":"8529261215475"},"content":"综合账户也没有期权,因为这个是没有上市的托管基金,类似中国的三板市场。","text":"综合账户也没有期权,因为这个是没有上市的托管基金,类似中国的三板市场。","html":"综合账户也没有期权,因为这个是没有上市的托管基金,类似中国的三板市场。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":970860078,"gmtCreate":1597740684794,"gmtModify":1704216515117,"author":{"id":"3485486991134551","authorId":"3485486991134551","name":"废都酱","avatar":"https://static.tigerbbs.com/86aef194992d7bdc5ecbe43c1f30060b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3485486991134551","authorIdStr":"3485486991134551"},"themes":[],"htmlText":"被承销IPO的企业高管是否直接会开老虎账户并托管股票?如果这样可以吸纳很多财富新贵啊","listText":"被承销IPO的企业高管是否直接会开老虎账户并托管股票?如果这样可以吸纳很多财富新贵啊","text":"被承销IPO的企业高管是否直接会开老虎账户并托管股票?如果这样可以吸纳很多财富新贵啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/970860078","repostId":"1154157400","repostType":2,"repost":{"id":"1154157400","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":1597737711,"share":"https://www.laohu8.com/m/news/1154157400?lang=&edition=full","pubTime":"2020-08-18 16:01","market":"us","language":"zh","title":"老虎证券Q2营收3010万美元同比大增121.8%,用户及资产规模创史上最快增速","url":"https://stock-news.laohu8.com/highlight/detail?id=1154157400","media":"老虎资讯综合","summary":"美国东部时间8月18日盘前,老虎证券 发布了截至2020年6月30日的第二季度未经审计的财务报告。报告期内,经纪业务持续爆发增长推动公司业绩跃上新台阶,营收达3010万美元,同比大增121.8%,连续","content":"<p>美国东部时间8月18日盘前,<a href=\"https://laohu8.com/S/TIGR\">老虎证券</a> 发布了截至2020年6月30日的第二季度未经审计的财务报告。报告期内,经纪业务持续爆发增长推动公司业绩跃上新台阶,营收达3010万美元,同比大增121.8%,连续两季度实现盈利。营业利润达到510.7万美元,环比增长1.7倍。本季度开户客户净增9.1万达到83.4万,入金客户净增3.4万达到16.8万,创下史上最快季度增速。客户资产总额达到83亿美元,同比增长132.9%,环比增长50.8%,同样创下历史新高。</p><p>老虎证券创始人及CEO巫天华表示:“今年二季度我们实现了创业以来的最快增速,开户、入金数增长超出预期,这主要得益于经纪、投行、ESOP业务三驾马车齐头并进:第一,我们在经纪业务上坚持产品研发的长期投入,不断为用户提供更丰富的交易品种和功能,比如期货的深度行情、GTC订单以及热门行业热力图等,拥有极为良好的口碑;第二,投行一侧上半年老虎参与13宗IPO,也是承销最多中国公司赴美上市的券商。这使我们能够为客户提供像金山云、声网、传奇生物、燃石生物这样的独家美股打新机会。第三,ESOP今年以来已签约理想汽车、金山云、蛋壳公寓、荔枝等超半数新上市中概公司,成为新经济企业实施股权激励的首选合作伙伴。ESOP二季度贡献超10%新增入金客户,持续助力经纪业务。今年下半年,我们还将不断深耕B端业务,推动用户和营收持续增长。此外,从二季度开始我们已开始对部分美股订单进行自清算,未来还将逐步扩大自清算规模,降低清算成本。”</p><p> 财报发布当天,老虎证券同时公布,公司自今年4月1日开始进行股票回购,截止8月17日已回购约69.5万股ADS(美国存托凭证),总额约为220万美元。</p><p><b>美股独家打新助力经纪业务持续爆发 入金客户净增3.4万</b></p><p>二季度老虎证券营收达到创纪录的3010万美元,比去年同期增长121.8%。其中,佣金收入约为1884万美元,同比增长超过178.2%。利息相关收入为876万,同比增长69.2%。公司整体交易规模达468亿美元,同比增长91.9%。公司开户客户数净增约9.1万,入金客户净增约3.4万,季度净增客户数是去年同期的4.6倍,创下单季度新增客户数新高。受益于品牌影响力的持续扩大、用户信任度加深,公司客户资产总额达到83亿美元,同比增长132.9%,同样创下历史新高。</p><p>二季度美股再度迎来打新盛况,老虎证券推出金山云、传奇生物、声网、燃石医学等7个美股打新项目,其中5个为老虎独家,优质项目资源和分配份额上的绝对优势,也为老虎赢得了大量新增客户。</p><p><b>投行上半年承销最多中概美股IPO ESOP拿下超五成新上市中概公司</b></p><p>二季度,公司以投行、ESOP等机构业务为主的其他收入达250万美元,同比增长54.1%,持续稳健发展。</p><p>投行一侧,老虎继续领跑中资投行。尽管美股的大环境面临诸多不确定因素,但中国公司赴美IPO热情不减。二季度公司共参与7宗中概美股IPO承销和分销,包括金山云、达达、声网、燃石医学、传奇生物、优克联、亿邦国际。</p><p>与此同时,老虎也正逐步涉水中概股以外的IPO发行,拓展业务边界。6月网易回港二次上市,老虎证券(美国)是其国际配售中唯一的互联网券商,作为联席帐薄管理人贡献了近50亿港币机构订单。同月,华纳音乐在美上市,老虎证券也是其承销团中唯一一家华人背景的互联网券商,这也是继参与Zoom IPO后,老虎证券再次出击美国本土公司的上市发行项目。 </p><p>而从上半年来看,Bloomberg及SEC Edgar Data的数据显示,截止6月底共16家中国企业赴美IPO,其中老虎证券参与11家,承销6家,是该期承销最多中国公司赴美上市的券商,公司已逐渐成为中国公司赴美上市的标配投行。</p><p>B端的ESOP(员工期权管理计划)业务同样保持着高速增长,二季度公司新增签约16家企业,包括金山云、脉脉、高思教育、库客音乐、火花思维等知名公司。值得一提的是,在美股一侧今年老虎ESOP已拿下超半数新上市中概公司,市占率达52.9%,遥遥领先其他ESOP供应商。而在港股一侧,小米、爱康医疗等明星企业也是老虎的签约客户。与此同时,ESOP反哺经纪业务的作用持续凸显,二季度新增入金客户中约有超10%来自ESOP客户 。</p><p><b>财富管理稳步发展 基金超市用户增长超15倍</b></p><p>在客户投资理财需求不断快速增强的背景下,老虎证券今年在财富管理一侧正呈现“加速跑”的势头。</p><p>此前公司推出的创新型现金管理增值服务“闲钱管家(Cash Plus)”,类似海外版“余额宝”。该服务在二季度完成整体功能升级,不仅取消了转入金额限制,而且新增了“快速转出”功能,大大提升了资金流动性及利用率,其资产规模及使用人数较第一季度末均增长逾两倍。</p><p>此外,公司在一季度推出的“基金超市(Fund Mall)”,旨在为投资者提供一站式的全球基金投资服务。截至第二季度末,基金超市已与近30家全球知名基金管理公司达成合作,上线逾100支全球知名公募基金,行业配置方面扩充至人工智能、新能源、基建、农产品等多行业基金产品,覆盖了美国、欧洲、亚太、大中华等全球市场。</p><p><b>新增五块重磅牌照 全业务券商布局加快</b></p><p>业绩不断翻番的同时,老虎证券作为头部互联网券商正在加快布局全牌照。近日,其美国全资子公司拿下由美国金融业监管局(FINRA)颁发的包括投研、证券自营交易、美国政府证券经纪商、销售公司债券的经纪商或者交易商、15-6(协助外国经纪商分发其研究报告给美国机构客户和执行外国证券交易)在内的5张美国金融牌照,进一步拓宽业务边界。</p><p>此前,老虎证券在美国已持有经纪牌照、投行牌照、注册投资顾问牌照、自清算牌照以及期货牌照等15块牌照,此次将5块新牌照揽入囊中,意味着其逐渐形成从经纪业务、投研、证券发行和承销、自营投资、财富管理到清算的业务闭环。</p><p>目前,老虎证券在美国、澳大利亚、新加坡等国家和地区共获得24块证券牌照或资质,为中资美股券商中持牌最多样化的券商。 </p><p>巫天华表示:“作为新兴科技券商,老虎的业务版图早已不局限于美港股零售经纪业务,机构经纪业务、投行、财富管理等其他业务的营收比重正逐步增加。随着重量级牌照的获批,我们将进一步增强我们核心经纪业务、投行的服务能力和服务半径。”</p><p><img src=\"https://static.tigerbbs.com/da8df89ab8795051c99cf0bac04b589d\" tg-width=\"750\" tg-height=\"15253\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>老虎证券Q2营收3010万美元同比大增121.8%,用户及资产规模创史上最快增速</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; 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.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老虎证券Q2营收3010万美元同比大增121.8%,用户及资产规模创史上最快增速\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-08-18 16:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美国东部时间8月18日盘前,<a href=\"https://laohu8.com/S/TIGR\">老虎证券</a> 发布了截至2020年6月30日的第二季度未经审计的财务报告。报告期内,经纪业务持续爆发增长推动公司业绩跃上新台阶,营收达3010万美元,同比大增121.8%,连续两季度实现盈利。营业利润达到510.7万美元,环比增长1.7倍。本季度开户客户净增9.1万达到83.4万,入金客户净增3.4万达到16.8万,创下史上最快季度增速。客户资产总额达到83亿美元,同比增长132.9%,环比增长50.8%,同样创下历史新高。</p><p>老虎证券创始人及CEO巫天华表示:“今年二季度我们实现了创业以来的最快增速,开户、入金数增长超出预期,这主要得益于经纪、投行、ESOP业务三驾马车齐头并进:第一,我们在经纪业务上坚持产品研发的长期投入,不断为用户提供更丰富的交易品种和功能,比如期货的深度行情、GTC订单以及热门行业热力图等,拥有极为良好的口碑;第二,投行一侧上半年老虎参与13宗IPO,也是承销最多中国公司赴美上市的券商。这使我们能够为客户提供像金山云、声网、传奇生物、燃石生物这样的独家美股打新机会。第三,ESOP今年以来已签约理想汽车、金山云、蛋壳公寓、荔枝等超半数新上市中概公司,成为新经济企业实施股权激励的首选合作伙伴。ESOP二季度贡献超10%新增入金客户,持续助力经纪业务。今年下半年,我们还将不断深耕B端业务,推动用户和营收持续增长。此外,从二季度开始我们已开始对部分美股订单进行自清算,未来还将逐步扩大自清算规模,降低清算成本。”</p><p> 财报发布当天,老虎证券同时公布,公司自今年4月1日开始进行股票回购,截止8月17日已回购约69.5万股ADS(美国存托凭证),总额约为220万美元。</p><p><b>美股独家打新助力经纪业务持续爆发 入金客户净增3.4万</b></p><p>二季度老虎证券营收达到创纪录的3010万美元,比去年同期增长121.8%。其中,佣金收入约为1884万美元,同比增长超过178.2%。利息相关收入为876万,同比增长69.2%。公司整体交易规模达468亿美元,同比增长91.9%。公司开户客户数净增约9.1万,入金客户净增约3.4万,季度净增客户数是去年同期的4.6倍,创下单季度新增客户数新高。受益于品牌影响力的持续扩大、用户信任度加深,公司客户资产总额达到83亿美元,同比增长132.9%,同样创下历史新高。</p><p>二季度美股再度迎来打新盛况,老虎证券推出金山云、传奇生物、声网、燃石医学等7个美股打新项目,其中5个为老虎独家,优质项目资源和分配份额上的绝对优势,也为老虎赢得了大量新增客户。</p><p><b>投行上半年承销最多中概美股IPO ESOP拿下超五成新上市中概公司</b></p><p>二季度,公司以投行、ESOP等机构业务为主的其他收入达250万美元,同比增长54.1%,持续稳健发展。</p><p>投行一侧,老虎继续领跑中资投行。尽管美股的大环境面临诸多不确定因素,但中国公司赴美IPO热情不减。二季度公司共参与7宗中概美股IPO承销和分销,包括金山云、达达、声网、燃石医学、传奇生物、优克联、亿邦国际。</p><p>与此同时,老虎也正逐步涉水中概股以外的IPO发行,拓展业务边界。6月网易回港二次上市,老虎证券(美国)是其国际配售中唯一的互联网券商,作为联席帐薄管理人贡献了近50亿港币机构订单。同月,华纳音乐在美上市,老虎证券也是其承销团中唯一一家华人背景的互联网券商,这也是继参与Zoom IPO后,老虎证券再次出击美国本土公司的上市发行项目。 </p><p>而从上半年来看,Bloomberg及SEC Edgar Data的数据显示,截止6月底共16家中国企业赴美IPO,其中老虎证券参与11家,承销6家,是该期承销最多中国公司赴美上市的券商,公司已逐渐成为中国公司赴美上市的标配投行。</p><p>B端的ESOP(员工期权管理计划)业务同样保持着高速增长,二季度公司新增签约16家企业,包括金山云、脉脉、高思教育、库客音乐、火花思维等知名公司。值得一提的是,在美股一侧今年老虎ESOP已拿下超半数新上市中概公司,市占率达52.9%,遥遥领先其他ESOP供应商。而在港股一侧,小米、爱康医疗等明星企业也是老虎的签约客户。与此同时,ESOP反哺经纪业务的作用持续凸显,二季度新增入金客户中约有超10%来自ESOP客户 。</p><p><b>财富管理稳步发展 基金超市用户增长超15倍</b></p><p>在客户投资理财需求不断快速增强的背景下,老虎证券今年在财富管理一侧正呈现“加速跑”的势头。</p><p>此前公司推出的创新型现金管理增值服务“闲钱管家(Cash Plus)”,类似海外版“余额宝”。该服务在二季度完成整体功能升级,不仅取消了转入金额限制,而且新增了“快速转出”功能,大大提升了资金流动性及利用率,其资产规模及使用人数较第一季度末均增长逾两倍。</p><p>此外,公司在一季度推出的“基金超市(Fund Mall)”,旨在为投资者提供一站式的全球基金投资服务。截至第二季度末,基金超市已与近30家全球知名基金管理公司达成合作,上线逾100支全球知名公募基金,行业配置方面扩充至人工智能、新能源、基建、农产品等多行业基金产品,覆盖了美国、欧洲、亚太、大中华等全球市场。</p><p><b>新增五块重磅牌照 全业务券商布局加快</b></p><p>业绩不断翻番的同时,老虎证券作为头部互联网券商正在加快布局全牌照。近日,其美国全资子公司拿下由美国金融业监管局(FINRA)颁发的包括投研、证券自营交易、美国政府证券经纪商、销售公司债券的经纪商或者交易商、15-6(协助外国经纪商分发其研究报告给美国机构客户和执行外国证券交易)在内的5张美国金融牌照,进一步拓宽业务边界。</p><p>此前,老虎证券在美国已持有经纪牌照、投行牌照、注册投资顾问牌照、自清算牌照以及期货牌照等15块牌照,此次将5块新牌照揽入囊中,意味着其逐渐形成从经纪业务、投研、证券发行和承销、自营投资、财富管理到清算的业务闭环。</p><p>目前,老虎证券在美国、澳大利亚、新加坡等国家和地区共获得24块证券牌照或资质,为中资美股券商中持牌最多样化的券商。 </p><p>巫天华表示:“作为新兴科技券商,老虎的业务版图早已不局限于美港股零售经纪业务,机构经纪业务、投行、财富管理等其他业务的营收比重正逐步增加。随着重量级牌照的获批,我们将进一步增强我们核心经纪业务、投行的服务能力和服务半径。”</p><p><img src=\"https://static.tigerbbs.com/da8df89ab8795051c99cf0bac04b589d\" tg-width=\"750\" tg-height=\"15253\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7f2ebafd9b9e78fcb0ae6a9f5287f8c1","relate_stocks":{"TIGR":"老虎证券"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154157400","content_text":"美国东部时间8月18日盘前,老虎证券 发布了截至2020年6月30日的第二季度未经审计的财务报告。报告期内,经纪业务持续爆发增长推动公司业绩跃上新台阶,营收达3010万美元,同比大增121.8%,连续两季度实现盈利。营业利润达到510.7万美元,环比增长1.7倍。本季度开户客户净增9.1万达到83.4万,入金客户净增3.4万达到16.8万,创下史上最快季度增速。客户资产总额达到83亿美元,同比增长132.9%,环比增长50.8%,同样创下历史新高。老虎证券创始人及CEO巫天华表示:“今年二季度我们实现了创业以来的最快增速,开户、入金数增长超出预期,这主要得益于经纪、投行、ESOP业务三驾马车齐头并进:第一,我们在经纪业务上坚持产品研发的长期投入,不断为用户提供更丰富的交易品种和功能,比如期货的深度行情、GTC订单以及热门行业热力图等,拥有极为良好的口碑;第二,投行一侧上半年老虎参与13宗IPO,也是承销最多中国公司赴美上市的券商。这使我们能够为客户提供像金山云、声网、传奇生物、燃石生物这样的独家美股打新机会。第三,ESOP今年以来已签约理想汽车、金山云、蛋壳公寓、荔枝等超半数新上市中概公司,成为新经济企业实施股权激励的首选合作伙伴。ESOP二季度贡献超10%新增入金客户,持续助力经纪业务。今年下半年,我们还将不断深耕B端业务,推动用户和营收持续增长。此外,从二季度开始我们已开始对部分美股订单进行自清算,未来还将逐步扩大自清算规模,降低清算成本。” 财报发布当天,老虎证券同时公布,公司自今年4月1日开始进行股票回购,截止8月17日已回购约69.5万股ADS(美国存托凭证),总额约为220万美元。美股独家打新助力经纪业务持续爆发 入金客户净增3.4万二季度老虎证券营收达到创纪录的3010万美元,比去年同期增长121.8%。其中,佣金收入约为1884万美元,同比增长超过178.2%。利息相关收入为876万,同比增长69.2%。公司整体交易规模达468亿美元,同比增长91.9%。公司开户客户数净增约9.1万,入金客户净增约3.4万,季度净增客户数是去年同期的4.6倍,创下单季度新增客户数新高。受益于品牌影响力的持续扩大、用户信任度加深,公司客户资产总额达到83亿美元,同比增长132.9%,同样创下历史新高。二季度美股再度迎来打新盛况,老虎证券推出金山云、传奇生物、声网、燃石医学等7个美股打新项目,其中5个为老虎独家,优质项目资源和分配份额上的绝对优势,也为老虎赢得了大量新增客户。投行上半年承销最多中概美股IPO ESOP拿下超五成新上市中概公司二季度,公司以投行、ESOP等机构业务为主的其他收入达250万美元,同比增长54.1%,持续稳健发展。投行一侧,老虎继续领跑中资投行。尽管美股的大环境面临诸多不确定因素,但中国公司赴美IPO热情不减。二季度公司共参与7宗中概美股IPO承销和分销,包括金山云、达达、声网、燃石医学、传奇生物、优克联、亿邦国际。与此同时,老虎也正逐步涉水中概股以外的IPO发行,拓展业务边界。6月网易回港二次上市,老虎证券(美国)是其国际配售中唯一的互联网券商,作为联席帐薄管理人贡献了近50亿港币机构订单。同月,华纳音乐在美上市,老虎证券也是其承销团中唯一一家华人背景的互联网券商,这也是继参与Zoom IPO后,老虎证券再次出击美国本土公司的上市发行项目。 而从上半年来看,Bloomberg及SEC Edgar Data的数据显示,截止6月底共16家中国企业赴美IPO,其中老虎证券参与11家,承销6家,是该期承销最多中国公司赴美上市的券商,公司已逐渐成为中国公司赴美上市的标配投行。B端的ESOP(员工期权管理计划)业务同样保持着高速增长,二季度公司新增签约16家企业,包括金山云、脉脉、高思教育、库客音乐、火花思维等知名公司。值得一提的是,在美股一侧今年老虎ESOP已拿下超半数新上市中概公司,市占率达52.9%,遥遥领先其他ESOP供应商。而在港股一侧,小米、爱康医疗等明星企业也是老虎的签约客户。与此同时,ESOP反哺经纪业务的作用持续凸显,二季度新增入金客户中约有超10%来自ESOP客户 。财富管理稳步发展 基金超市用户增长超15倍在客户投资理财需求不断快速增强的背景下,老虎证券今年在财富管理一侧正呈现“加速跑”的势头。此前公司推出的创新型现金管理增值服务“闲钱管家(Cash Plus)”,类似海外版“余额宝”。该服务在二季度完成整体功能升级,不仅取消了转入金额限制,而且新增了“快速转出”功能,大大提升了资金流动性及利用率,其资产规模及使用人数较第一季度末均增长逾两倍。此外,公司在一季度推出的“基金超市(Fund Mall)”,旨在为投资者提供一站式的全球基金投资服务。截至第二季度末,基金超市已与近30家全球知名基金管理公司达成合作,上线逾100支全球知名公募基金,行业配置方面扩充至人工智能、新能源、基建、农产品等多行业基金产品,覆盖了美国、欧洲、亚太、大中华等全球市场。新增五块重磅牌照 全业务券商布局加快业绩不断翻番的同时,老虎证券作为头部互联网券商正在加快布局全牌照。近日,其美国全资子公司拿下由美国金融业监管局(FINRA)颁发的包括投研、证券自营交易、美国政府证券经纪商、销售公司债券的经纪商或者交易商、15-6(协助外国经纪商分发其研究报告给美国机构客户和执行外国证券交易)在内的5张美国金融牌照,进一步拓宽业务边界。此前,老虎证券在美国已持有经纪牌照、投行牌照、注册投资顾问牌照、自清算牌照以及期货牌照等15块牌照,此次将5块新牌照揽入囊中,意味着其逐渐形成从经纪业务、投研、证券发行和承销、自营投资、财富管理到清算的业务闭环。目前,老虎证券在美国、澳大利亚、新加坡等国家和地区共获得24块证券牌照或资质,为中资美股券商中持牌最多样化的券商。 巫天华表示:“作为新兴科技券商,老虎的业务版图早已不局限于美港股零售经纪业务,机构经纪业务、投行、财富管理等其他业务的营收比重正逐步增加。随着重量级牌照的获批,我们将进一步增强我们核心经纪业务、投行的服务能力和服务半径。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"109921353127640","authorId":"109921353127640","name":"降龙无悔","avatar":"https://static.tigerbbs.com/dea6a6ad82f509f07f16471ea9a8e919","crmLevel":2,"crmLevelSwitch":0,"idStr":"109921353127640","authorIdStr":"109921353127640"},"content":"高管都是很少交易的,收不了多少手续费,只有大量那种,25000美金以上客户,才有钱赚","text":"高管都是很少交易的,收不了多少手续费,只有大量那种,25000美金以上客户,才有钱赚","html":"高管都是很少交易的,收不了多少手续费,只有大量那种,25000美金以上客户,才有钱赚"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353619412,"gmtCreate":1616490609836,"gmtModify":1616490609836,"author":{"id":"3485486991134551","authorId":"3485486991134551","name":"废都酱","avatar":"https://static.tigerbbs.com/86aef194992d7bdc5ecbe43c1f30060b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3485486991134551","authorIdStr":"3485486991134551"},"themes":[],"htmlText":"<a 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