徐导的个人主页 - 老虎社区

徐导

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IP属地：北京

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10-18

$上证指数(000001.SH)$ 猛！

10-07

$腾讯控股(00700)$ 明天就500了

10-02

$腾讯控股(00700)$ 该回调了吧

09-26

$上证指数(000001.SH)$ 开茅台吧

09-24

$腾讯控股(00700)$ 加油

09-04

$升能集团(02459)$ 买少了

08-12

$腾讯控股(00700)$ 重回400不是问题

07-31

$英伟达(NVDA)$ 该休息了

07-12

$新东方-S(09901)$ 得加油啊

06-21

$腾讯控股(00700)$ 375我就进

06-17

$腾讯控股(00700)$ 回到375我再进

06-06

$腾讯控股(00700)$ 好好好，白天诱多是吧？

02-09

$默沙东(MRK)$ 虽然慢，但yyds

2023-09-05

$Grab Holdings(GRAB)$ 旅游开放了，加油

2021-07-26

每次读微信读pdf都强制要求下载qq浏览器，能不能管管

抱歉，原内容已删除

2021-07-07

$爱帝宫(00286)$啥时候回到1块，我再收到

2021-05-31

一加仑＝3.78升。再折合人民币，小丑竟是小编自己。

抱歉，原内容已删除

2021-04-06

贾大骗子出山了

抱歉，原内容已删除

2021-04-01

还行吧，算是卖到了最高点。

2021-03-02

$秦淮数据(CD)$属猴的么？

去老虎APP查看更多动态

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加油","images":[{"img":"https://static.tigerbbs.com/45b098d58a096688369e5b336fec3c4e","width":"896","height":"1549"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352853234340160","isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":345766584426736,"gmtCreate":1725416414589,"gmtModify":1725416416862,"author":{"id":"3486333657339054","authorId":"3486333657339054","name":"徐导","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3486333657339054","authorIdStr":"3486333657339054"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02459\">$升能集团(02459)$ </a> 买少了","listText":"<a href=\"https://laohu8.com/S/02459\">$升能集团(02459)$ </a> 买少了","text":"$升能集团(02459)$ 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重回400不是问题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337604488626240","isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333459488374824,"gmtCreate":1722438577324,"gmtModify":1722438578607,"author":{"id":"3486333657339054","authorId":"3486333657339054","name":"徐导","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3486333657339054","authorIdStr":"3486333657339054"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 该休息了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 该休息了","text":"$英伟达(NVDA)$ 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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\">2021-01-12 11:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>今日上午，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>银企战略合作签约仪式在广州小鹏汽车总部举行。小鹏汽车宣布与中国<a href=\"https://laohu8.com/S/01288\">农业银行</a>广东省分行、<a href=\"https://laohu8.com/S/03988\">中国银行</a>广东省分行、中国<a href=\"https://laohu8.com/S/00939\">建设银行</a>广东省分行、<a href=\"https://laohu8.com/S/00998\">中信银行</a>广州分行、以及广州农村商业银行等五家银行。在战略合作基础上，五家银行将联合向小鹏汽车提供授信额度合计人民币128亿元，以支持小鹏汽车的业务运营及生产、销服体系的建设。</p><p>小鹏汽车董事长、CEO何小鹏表示，此次银企战略合作对于进一步提升小鹏汽车的现金使用效率和成本管理具有重要意义。相信此次战略合作关系的签订，将有力促进银企之间的持续发展与广泛合作，共同探索未来交通方式的变革。</p><p><img src=\"https://static.tigerbbs.com/1221134918834a03333deccf9396cda4\" tg-width=\"840\" tg-height=\"470\"></p><p></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4aa4c2246df411f68e16a21f6d365311","relate_stocks":{"XPEV":"小鹏汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145602644","content_text":"今日上午，小鹏汽车银企战略合作签约仪式在广州小鹏汽车总部举行。小鹏汽车宣布与中国农业银行广东省分行、中国银行广东省分行、中国建设银行广东省分行、中信银行广州分行、以及广州农村商业银行等五家银行。在战略合作基础上，五家银行将联合向小鹏汽车提供授信额度合计人民币128亿元，以支持小鹏汽车的业务运营及生产、销服体系的建设。小鹏汽车董事长、CEO何小鹏表示，此次银企战略合作对于进一步提升小鹏汽车的现金使用效率和成本管理具有重要意义。相信此次战略合作关系的签订，将有力促进银企之间的持续发展与广泛合作，共同探索未来交通方式的变革。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1825,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3506462233722179","authorId":"3506462233722179","name":"请输入昵称已阅读","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3506462233722179","authorIdStr":"3506462233722179"},"content":"三个中最有前途的，😃","text":"三个中最有前途的，😃","html":"三个中最有前途的，😃"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396690536,"gmtCreate":1607094522025,"gmtModify":1703846448783,"author":{"id":"3486333657339054","authorId":"3486333657339054","name":"徐导","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3486333657339054","authorIdStr":"3486333657339054"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/YQ\">$一起教育科技(YQ)$</a>盘前猴市么…一会儿11，一会儿13的","text":"$一起教育科技(YQ)$盘前猴市么…一会儿11，一会儿13的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/396690536","isVote":1,"tweetType":1,"viewCount":844,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":977188782,"gmtCreate":1601477287646,"gmtModify":1703824478526,"author":{"id":"3486333657339054","authorId":"3486333657339054","name":"徐导","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3486333657339054","authorIdStr":"3486333657339054"},"themes":[],"htmlText":"你也不公布中签啊，啥效率","listText":"你也不公布中签啊，啥效率","text":"你也不公布中签啊，啥效率","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/977188782","repostId":"1105282246","repostType":4,"repost":{"id":"1105282246","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":1601477083,"share":"https://www.laohu8.com/m/news/1105282246?lang=&edition=full","pubTime":"2020-09-30 22:44","market":"us","language":"zh","title":"“中东小腾讯” Yalla实至名归！上市首日上涨41%","url":"https://stock-news.laohu8.com/highlight/detail?id=1105282246","media":"老虎资讯综合","summary":"今日，Yalla上市首日大涨41%，“中东小腾讯” Yalla实至名归！从时间进程上看，Yalla的这趟IPO之旅历时不足一月，可谓十分迅速。Yalla发行价为7.5美金，发行1860万股ADS，不含","content":"<p>今日，Yalla上市首日大涨41%，“中东小腾讯” Yalla实至名归！</p><p><img src=\"https://static.tigerbbs.com/625422e6b5fd2dcb6d41e54d428f1bd7\" tg-width=\"828\" tg-height=\"1618\"></p><p>从时间进程上看，Yalla的这趟IPO之旅历时不足一月，可谓十分迅速。</p><p>Yalla发行价为7.5美金，发行1860万股ADS，不含绿鞋机制融资1.395亿美元。</p><p>Yalla本次IPO的募集资金，将用于Yalla的品牌推广、用户拉新、进行技术研发、改善用户体验以及一般企业用途。</p><p><b>一、本土龙头地位根深蒂固，旨在打造极致用户体验</b></p><p>资料显示，Yalla成立于2016年，公司总部设在阿联酋，研发部门设在中国杭州，专业客服团队遍布多地，<b>是目前MENA（中东及北非）地区为数不多的头部社交媒体公司。</b></p><p><b>且特别的是，Yalla的基因不同于出海企业，其实际上是一家本地化能力相当突出的本地企业。</b>据了解，Yalla的核心初创团队已在中东地区工作多年，其创始人兼CEO杨涛曾担<a href=\"https://laohu8.com/S/000063\">中兴通讯</a>阿布扎比（阿联酋最大的酋长国）分公司总经理，在当地工作长达15年；董事兼总裁Saifi Ismail长居迪拜，曾在阿联酋电信公司任职；独立董事Osman Sultan在酋长国综合通讯公司担任创始CEO长达12年，掌握着丰富的运营商资源。</p><p>IPO后，杨涛将继续拥有42.5%的股份和86.5%的投票权；联合创始人许剑峰将持有8.5%的股份和2.0%的投票权；外部投资方中，兰馨亚洲投资集团、<a href=\"https://laohu8.com/S/SHI.UK\">SIG</a>海纳亚洲创投基金的持股比例将分别为19.0%及6.3%。</p><p><img src=\"https://static.tigerbbs.com/aceb94d4047c2a4d44dd43ae07758b3e\" tg-width=\"483\" tg-height=\"194\"></p><p>（来源：公司招股书）</p><p><b>目前，Yalla已经打造出两款成功的产品——Yalla及Yalla Ludo。</b></p><p>Yalla主打在线语音社交，以“多人语音聊天室”为特色，用户可以通过话题标签、国家选择房间，进行多对多的语音交流。<b>至今，Yalla已覆盖全球100多个国家且广受欢迎，</b>据Frost &amp; Sullivan的报告，以2020年H1的收入计，其是MENA最大的以语音为中心的社交网络和娱乐平台；以2020年Q2的下载量计，其是巴林、科威特、阿曼、卡塔尔、沙特、阿联酋等7个国家排名第一的娱乐类移动应用。</p><p>Yalla Ludo主打交互式游戏，该平台向用户提供Ludo(飞行棋)、Domino(多米诺骨牌)两款桌面游戏。较一般的游戏产品而言，<b>Yalla Ludo通过融入Yalla语音社交的核心功能，兼具社交产品属性，用户增长效果较好。</b>同据Frost &amp; Sullivan的报告，2020年Q2期间，Yalla Ludo在沙特阿拉伯和阿曼的游戏类别中排名前十，成为阿联酋、沙特阿拉伯及科威特iOS应用商店下载最多的游戏应用程序。</p><p><b>此外，从产品理念上看，Yalla旨在打造极致用户体验。</b>其一，Yalla的产品非常注重细节设计，基于本地化能力来附和用户的使用习惯，能够较好满足用户的日常需求；其二，Yalla倾向于维护用户平等身份，注重每个语区的地区文化，鼓励用户们大胆踊跃地分享、参与，并通过在每个传统节日举办活动以带给用户高度文化归属感和认同感。目前，其已形成活跃、高粘且健康的社区氛围及差异化的产品竞力；其三，Yalla目前所有的产品不设任何广告，遵循用户体验最优原则，收入主要来源于用户对虚拟物品的消费和升级服务；其四，Yalla呈现产品国际化趋势，目前可支持8种语言，除阿拉伯语市场外，还兼顾土耳其语、西班牙语、葡萄牙语市场，随着产品覆盖率提高，产品多样性与丰富性随之加强。</p><p>上述内容反映出：Yalla本地气息浓厚，已然逐步拉开与众多出海竞争者之间的领先距离，牢牢占据领域内龙头的地位。但是，Yalla的野心不仅于此，其试图通过打造极致用户体验，深度链接用户以构建竞争壁垒，实现边界扩张。</p><p><b>二、主要财务、运营指标表现亮眼，整体发展势头强劲</b></p><p>近两年来，Yalla得到快速而稳健的发展，主要财务及运营指标均得以反应，呈现出不断向好，且增长强劲的势头。</p><p>招股书显示，<b>2019年，Yalla实现营业收入6346万美元，同比增长49.8%；2020年上半年，Yalla实现营业收入5280万美元，同比增长99.6%。</b>对应的，Yalla整体盈利能力得到持续提升，2018年-2020年上半年，该公司净利润分别达到2024万美元、2893万美元、2520万美元，今年上半年更是同比实现翻倍式增长。</p><p><img src=\"https://static.tigerbbs.com/73b8033ccb3937580d5c2fbfda6c966b\" tg-width=\"496\" tg-height=\"252\"></p><p>（来源：公司招股书）</p><p>与此同时，2018年-2020上半年期末，Yalla现金及现金等价物余额不断提升，分别达到1702万美元、4530万美元和5854万美元；资产质量持续改善，股东权益总额转正且大幅增长，最新报期约为3503万美元。</p><p><b>运营数据而言，Yalla的平均MAU近几年实现显著增长。</b>从截至2018年第四季度的217万增加到2019年第四季度的415万，增长了90.9%，从截至2019年第二季度的256万增加到2020年第二季度的1246万，增长了387.3%。其中，付费用户数量自2018年第四季度的45万人逐步增到2020年第二季度的536万人，于一年半间完成10倍跃升。</p><p><img src=\"https://static.tigerbbs.com/baa3d00f808e5284db3aedd237e3f76c\" tg-width=\"500\" tg-height=\"145\"></p><p>（来源：公司招股书）</p><p>具体到产品层面，2020年Q2期间，近484万用户在Yalla的语音聊天室上累计在线约3.1亿小时，近763万用户在Yalla Ludo的游戏平台上进行约4.1亿轮休闲游戏。且Yalla和Yalla Ludo的活跃用户平均每天分别花费4.5小时和1.4小时左右，对应ARPPU值分别为26.9美元、0.6美元。<b>综合看到，Yalla凭借固有优势，维持高粘性，展现高变现能力；Yalla Ludo异军突起,展现强势引流能力，爆发潜力十足。</b></p><p><b>三、未来成长性与确定性兼具，加速成为最具潜力玩家</b></p><p><b>前景展望而言，Yalla极大可能延续目前向好发展的趋势，加速成长为MENA，乃至全球范围社交娱乐赛道中最具潜力的玩家之一。</b></p><p>关于这一论点，可从以下几个角度来理解：</p><p><b>1．身处高价值赛道，可挖掘市场空间大</b></p><p>首先需要明确的是，社交、游戏是当前最直接、最具潜力的两个变现通道。社交的刚需性决定了社交流量的高频、高价值，头部社交产品即等于稳定的流量入口，游戏产品，尤其受益于“宅经济”等因素，近来展示出不俗的商品力。在这样的赛道中，高流量即等于高创收、高价值。</p><p>而Yalla不仅仅拥有高流量，其占据龙头地位的MENA地区更是需求高增长、高付费意愿地域，这意味着Yalla的增量空间更加理想，价值更加明确。</p><p>进一步来看，受制高温天气、文化等因素，MENA地区缺乏离线社交网络和娱乐选择，然而向MENA地区用户提供的应用程序数量相对有限，需求端存在明显的需求缺口。与此同时，MENA地区的总人口中位年龄较全球平均水平及全球众多其他国家和地区相比更年轻，且人均名义GDP较高，移动互联网普及率较高，社会福利水平较高，显然是一个充满机会的市场。</p><p>据Frost&amp;Sullivan的报告，<b>MENA地区的在线社交网络和娱乐市场规模预计自2019年至2024年仍将保持18.3%的CAGR，至2024年将达到135亿美元。</b></p><p><img src=\"https://static.tigerbbs.com/2243a6c91087307d17f5948c26743e26\" tg-width=\"446\" tg-height=\"144\"></p><p>（来源：公司招股书）</p><p>除此之外，Yalla愈发呈现产品国际化趋势，其目前可支持8种语言，截至2020年Q2期末，Yalla 54.6%的注册用户安装阿拉伯语版本，剩余45.4%的用户则安装了非阿拉伯语版本。</p><p>无论从MENA地区、还是国际化趋势的角度来看，Yalla皆存在不小的场景扩张机会，由此预见其可挖掘市场空间可观。</p><p><b>2．MENA市场存在进入壁垒，本地化成决胜要素</b></p><p>同时，MENA地区虽然是一个充满机会的市场，但实际上并不乏进入壁垒，语言、阅读习惯、宗教、品质化追求等等因素，尤为拔高了MENA市场的门坎。也意味着，本地化能力会是该市场竞争中的决胜要素。</p><p><b>Yalla之所以能在MENA地区取得现有成绩，核心依托的就是深谙MENA文化的能力。</b>Yalla的管理团队在MENA地区拥有丰富生活、工作背景，同时还融入了本地员工团队以深入了解用户行为和偏好，从产品理念到细节设计，充分发挥本地化赋能优势。基于MENA地区的社交相对低调保守，大多数居民的重要社交活动就是悠闲聊天，Yalla即在社交网络上复制MENA地区人民的日常生活，并尊重该地区的文化和用户行为，率先开发以语音为中心的移动社交网络和娱乐平台，前瞻性地完成最佳细分赛道精准卡位，并在细节上持续深挖，旨在打造极致用户体验。</p><p><b>目前来看，这种纵深本地的经验和组织架构独特而难以复制，足以形成很高的竞争壁垒。</b>因此可以预见，本地化能力未来有望继续发挥作用，助力Yalla在该领域竞争中进一步瓜分市场，实现强者恒强。</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>“中东小腾讯” 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.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“中东小腾讯” Yalla实至名归！上市首日上涨41%\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\">2020-09-30 22:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>今日，Yalla上市首日大涨41%，“中东小腾讯” Yalla实至名归！</p><p><img src=\"https://static.tigerbbs.com/625422e6b5fd2dcb6d41e54d428f1bd7\" tg-width=\"828\" tg-height=\"1618\"></p><p>从时间进程上看，Yalla的这趟IPO之旅历时不足一月，可谓十分迅速。</p><p>Yalla发行价为7.5美金，发行1860万股ADS，不含绿鞋机制融资1.395亿美元。</p><p>Yalla本次IPO的募集资金，将用于Yalla的品牌推广、用户拉新、进行技术研发、改善用户体验以及一般企业用途。</p><p><b>一、本土龙头地位根深蒂固，旨在打造极致用户体验</b></p><p>资料显示，Yalla成立于2016年，公司总部设在阿联酋，研发部门设在中国杭州，专业客服团队遍布多地，<b>是目前MENA（中东及北非）地区为数不多的头部社交媒体公司。</b></p><p><b>且特别的是，Yalla的基因不同于出海企业，其实际上是一家本地化能力相当突出的本地企业。</b>据了解，Yalla的核心初创团队已在中东地区工作多年，其创始人兼CEO杨涛曾担<a href=\"https://laohu8.com/S/000063\">中兴通讯</a>阿布扎比（阿联酋最大的酋长国）分公司总经理，在当地工作长达15年；董事兼总裁Saifi Ismail长居迪拜，曾在阿联酋电信公司任职；独立董事Osman Sultan在酋长国综合通讯公司担任创始CEO长达12年，掌握着丰富的运营商资源。</p><p>IPO后，杨涛将继续拥有42.5%的股份和86.5%的投票权；联合创始人许剑峰将持有8.5%的股份和2.0%的投票权；外部投资方中，兰馨亚洲投资集团、<a href=\"https://laohu8.com/S/SHI.UK\">SIG</a>海纳亚洲创投基金的持股比例将分别为19.0%及6.3%。</p><p><img src=\"https://static.tigerbbs.com/aceb94d4047c2a4d44dd43ae07758b3e\" tg-width=\"483\" tg-height=\"194\"></p><p>（来源：公司招股书）</p><p><b>目前，Yalla已经打造出两款成功的产品——Yalla及Yalla Ludo。</b></p><p>Yalla主打在线语音社交，以“多人语音聊天室”为特色，用户可以通过话题标签、国家选择房间，进行多对多的语音交流。<b>至今，Yalla已覆盖全球100多个国家且广受欢迎，</b>据Frost &amp; Sullivan的报告，以2020年H1的收入计，其是MENA最大的以语音为中心的社交网络和娱乐平台；以2020年Q2的下载量计，其是巴林、科威特、阿曼、卡塔尔、沙特、阿联酋等7个国家排名第一的娱乐类移动应用。</p><p>Yalla Ludo主打交互式游戏，该平台向用户提供Ludo(飞行棋)、Domino(多米诺骨牌)两款桌面游戏。较一般的游戏产品而言，<b>Yalla Ludo通过融入Yalla语音社交的核心功能，兼具社交产品属性，用户增长效果较好。</b>同据Frost &amp; Sullivan的报告，2020年Q2期间，Yalla Ludo在沙特阿拉伯和阿曼的游戏类别中排名前十，成为阿联酋、沙特阿拉伯及科威特iOS应用商店下载最多的游戏应用程序。</p><p><b>此外，从产品理念上看，Yalla旨在打造极致用户体验。</b>其一，Yalla的产品非常注重细节设计，基于本地化能力来附和用户的使用习惯，能够较好满足用户的日常需求；其二，Yalla倾向于维护用户平等身份，注重每个语区的地区文化，鼓励用户们大胆踊跃地分享、参与，并通过在每个传统节日举办活动以带给用户高度文化归属感和认同感。目前，其已形成活跃、高粘且健康的社区氛围及差异化的产品竞力；其三，Yalla目前所有的产品不设任何广告，遵循用户体验最优原则，收入主要来源于用户对虚拟物品的消费和升级服务；其四，Yalla呈现产品国际化趋势，目前可支持8种语言，除阿拉伯语市场外，还兼顾土耳其语、西班牙语、葡萄牙语市场，随着产品覆盖率提高，产品多样性与丰富性随之加强。</p><p>上述内容反映出：Yalla本地气息浓厚，已然逐步拉开与众多出海竞争者之间的领先距离，牢牢占据领域内龙头的地位。但是，Yalla的野心不仅于此，其试图通过打造极致用户体验，深度链接用户以构建竞争壁垒，实现边界扩张。</p><p><b>二、主要财务、运营指标表现亮眼，整体发展势头强劲</b></p><p>近两年来，Yalla得到快速而稳健的发展，主要财务及运营指标均得以反应，呈现出不断向好，且增长强劲的势头。</p><p>招股书显示，<b>2019年，Yalla实现营业收入6346万美元，同比增长49.8%；2020年上半年，Yalla实现营业收入5280万美元，同比增长99.6%。</b>对应的，Yalla整体盈利能力得到持续提升，2018年-2020年上半年，该公司净利润分别达到2024万美元、2893万美元、2520万美元，今年上半年更是同比实现翻倍式增长。</p><p><img src=\"https://static.tigerbbs.com/73b8033ccb3937580d5c2fbfda6c966b\" tg-width=\"496\" tg-height=\"252\"></p><p>（来源：公司招股书）</p><p>与此同时，2018年-2020上半年期末，Yalla现金及现金等价物余额不断提升，分别达到1702万美元、4530万美元和5854万美元；资产质量持续改善，股东权益总额转正且大幅增长，最新报期约为3503万美元。</p><p><b>运营数据而言，Yalla的平均MAU近几年实现显著增长。</b>从截至2018年第四季度的217万增加到2019年第四季度的415万，增长了90.9%，从截至2019年第二季度的256万增加到2020年第二季度的1246万，增长了387.3%。其中，付费用户数量自2018年第四季度的45万人逐步增到2020年第二季度的536万人，于一年半间完成10倍跃升。</p><p><img src=\"https://static.tigerbbs.com/baa3d00f808e5284db3aedd237e3f76c\" tg-width=\"500\" tg-height=\"145\"></p><p>（来源：公司招股书）</p><p>具体到产品层面，2020年Q2期间，近484万用户在Yalla的语音聊天室上累计在线约3.1亿小时，近763万用户在Yalla Ludo的游戏平台上进行约4.1亿轮休闲游戏。且Yalla和Yalla Ludo的活跃用户平均每天分别花费4.5小时和1.4小时左右，对应ARPPU值分别为26.9美元、0.6美元。<b>综合看到，Yalla凭借固有优势，维持高粘性，展现高变现能力；Yalla Ludo异军突起,展现强势引流能力，爆发潜力十足。</b></p><p><b>三、未来成长性与确定性兼具，加速成为最具潜力玩家</b></p><p><b>前景展望而言，Yalla极大可能延续目前向好发展的趋势，加速成长为MENA，乃至全球范围社交娱乐赛道中最具潜力的玩家之一。</b></p><p>关于这一论点，可从以下几个角度来理解：</p><p><b>1．身处高价值赛道，可挖掘市场空间大</b></p><p>首先需要明确的是，社交、游戏是当前最直接、最具潜力的两个变现通道。社交的刚需性决定了社交流量的高频、高价值，头部社交产品即等于稳定的流量入口，游戏产品，尤其受益于“宅经济”等因素，近来展示出不俗的商品力。在这样的赛道中，高流量即等于高创收、高价值。</p><p>而Yalla不仅仅拥有高流量，其占据龙头地位的MENA地区更是需求高增长、高付费意愿地域，这意味着Yalla的增量空间更加理想，价值更加明确。</p><p>进一步来看，受制高温天气、文化等因素，MENA地区缺乏离线社交网络和娱乐选择，然而向MENA地区用户提供的应用程序数量相对有限，需求端存在明显的需求缺口。与此同时，MENA地区的总人口中位年龄较全球平均水平及全球众多其他国家和地区相比更年轻，且人均名义GDP较高，移动互联网普及率较高，社会福利水平较高，显然是一个充满机会的市场。</p><p>据Frost&amp;Sullivan的报告，<b>MENA地区的在线社交网络和娱乐市场规模预计自2019年至2024年仍将保持18.3%的CAGR，至2024年将达到135亿美元。</b></p><p><img src=\"https://static.tigerbbs.com/2243a6c91087307d17f5948c26743e26\" tg-width=\"446\" tg-height=\"144\"></p><p>（来源：公司招股书）</p><p>除此之外，Yalla愈发呈现产品国际化趋势，其目前可支持8种语言，截至2020年Q2期末，Yalla 54.6%的注册用户安装阿拉伯语版本，剩余45.4%的用户则安装了非阿拉伯语版本。</p><p>无论从MENA地区、还是国际化趋势的角度来看，Yalla皆存在不小的场景扩张机会，由此预见其可挖掘市场空间可观。</p><p><b>2．MENA市场存在进入壁垒，本地化成决胜要素</b></p><p>同时，MENA地区虽然是一个充满机会的市场，但实际上并不乏进入壁垒，语言、阅读习惯、宗教、品质化追求等等因素，尤为拔高了MENA市场的门坎。也意味着，本地化能力会是该市场竞争中的决胜要素。</p><p><b>Yalla之所以能在MENA地区取得现有成绩，核心依托的就是深谙MENA文化的能力。</b>Yalla的管理团队在MENA地区拥有丰富生活、工作背景，同时还融入了本地员工团队以深入了解用户行为和偏好，从产品理念到细节设计，充分发挥本地化赋能优势。基于MENA地区的社交相对低调保守，大多数居民的重要社交活动就是悠闲聊天，Yalla即在社交网络上复制MENA地区人民的日常生活，并尊重该地区的文化和用户行为，率先开发以语音为中心的移动社交网络和娱乐平台，前瞻性地完成最佳细分赛道精准卡位，并在细节上持续深挖，旨在打造极致用户体验。</p><p><b>目前来看，这种纵深本地的经验和组织架构独特而难以复制，足以形成很高的竞争壁垒。</b>因此可以预见，本地化能力未来有望继续发挥作用，助力Yalla在该领域竞争中进一步瓜分市场，实现强者恒强。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/540944620dffeb744f88fc1b2bfd3dcf","relate_stocks":{"YALA":"雅乐科技"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105282246","content_text":"今日，Yalla上市首日大涨41%，“中东小腾讯” Yalla实至名归！从时间进程上看，Yalla的这趟IPO之旅历时不足一月，可谓十分迅速。Yalla发行价为7.5美金，发行1860万股ADS，不含绿鞋机制融资1.395亿美元。Yalla本次IPO的募集资金，将用于Yalla的品牌推广、用户拉新、进行技术研发、改善用户体验以及一般企业用途。一、本土龙头地位根深蒂固，旨在打造极致用户体验资料显示，Yalla成立于2016年，公司总部设在阿联酋，研发部门设在中国杭州，专业客服团队遍布多地，是目前MENA（中东及北非）地区为数不多的头部社交媒体公司。且特别的是，Yalla的基因不同于出海企业，其实际上是一家本地化能力相当突出的本地企业。据了解，Yalla的核心初创团队已在中东地区工作多年，其创始人兼CEO杨涛曾担中兴通讯阿布扎比（阿联酋最大的酋长国）分公司总经理，在当地工作长达15年；董事兼总裁Saifi Ismail长居迪拜，曾在阿联酋电信公司任职；独立董事Osman Sultan在酋长国综合通讯公司担任创始CEO长达12年，掌握着丰富的运营商资源。IPO后，杨涛将继续拥有42.5%的股份和86.5%的投票权；联合创始人许剑峰将持有8.5%的股份和2.0%的投票权；外部投资方中，兰馨亚洲投资集团、SIG海纳亚洲创投基金的持股比例将分别为19.0%及6.3%。（来源：公司招股书）目前，Yalla已经打造出两款成功的产品——Yalla及Yalla Ludo。Yalla主打在线语音社交，以“多人语音聊天室”为特色，用户可以通过话题标签、国家选择房间，进行多对多的语音交流。至今，Yalla已覆盖全球100多个国家且广受欢迎，据Frost & Sullivan的报告，以2020年H1的收入计，其是MENA最大的以语音为中心的社交网络和娱乐平台；以2020年Q2的下载量计，其是巴林、科威特、阿曼、卡塔尔、沙特、阿联酋等7个国家排名第一的娱乐类移动应用。Yalla Ludo主打交互式游戏，该平台向用户提供Ludo(飞行棋)、Domino(多米诺骨牌)两款桌面游戏。较一般的游戏产品而言，Yalla Ludo通过融入Yalla语音社交的核心功能，兼具社交产品属性，用户增长效果较好。同据Frost & Sullivan的报告，2020年Q2期间，Yalla Ludo在沙特阿拉伯和阿曼的游戏类别中排名前十，成为阿联酋、沙特阿拉伯及科威特iOS应用商店下载最多的游戏应用程序。此外，从产品理念上看，Yalla旨在打造极致用户体验。其一，Yalla的产品非常注重细节设计，基于本地化能力来附和用户的使用习惯，能够较好满足用户的日常需求；其二，Yalla倾向于维护用户平等身份，注重每个语区的地区文化，鼓励用户们大胆踊跃地分享、参与，并通过在每个传统节日举办活动以带给用户高度文化归属感和认同感。目前，其已形成活跃、高粘且健康的社区氛围及差异化的产品竞力；其三，Yalla目前所有的产品不设任何广告，遵循用户体验最优原则，收入主要来源于用户对虚拟物品的消费和升级服务；其四，Yalla呈现产品国际化趋势，目前可支持8种语言，除阿拉伯语市场外，还兼顾土耳其语、西班牙语、葡萄牙语市场，随着产品覆盖率提高，产品多样性与丰富性随之加强。上述内容反映出：Yalla本地气息浓厚，已然逐步拉开与众多出海竞争者之间的领先距离，牢牢占据领域内龙头的地位。但是，Yalla的野心不仅于此，其试图通过打造极致用户体验，深度链接用户以构建竞争壁垒，实现边界扩张。二、主要财务、运营指标表现亮眼，整体发展势头强劲近两年来，Yalla得到快速而稳健的发展，主要财务及运营指标均得以反应，呈现出不断向好，且增长强劲的势头。招股书显示，2019年，Yalla实现营业收入6346万美元，同比增长49.8%；2020年上半年，Yalla实现营业收入5280万美元，同比增长99.6%。对应的，Yalla整体盈利能力得到持续提升，2018年-2020年上半年，该公司净利润分别达到2024万美元、2893万美元、2520万美元，今年上半年更是同比实现翻倍式增长。（来源：公司招股书）与此同时，2018年-2020上半年期末，Yalla现金及现金等价物余额不断提升，分别达到1702万美元、4530万美元和5854万美元；资产质量持续改善，股东权益总额转正且大幅增长，最新报期约为3503万美元。运营数据而言，Yalla的平均MAU近几年实现显著增长。从截至2018年第四季度的217万增加到2019年第四季度的415万，增长了90.9%，从截至2019年第二季度的256万增加到2020年第二季度的1246万，增长了387.3%。其中，付费用户数量自2018年第四季度的45万人逐步增到2020年第二季度的536万人，于一年半间完成10倍跃升。（来源：公司招股书）具体到产品层面，2020年Q2期间，近484万用户在Yalla的语音聊天室上累计在线约3.1亿小时，近763万用户在Yalla 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href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$</a>老虎买富途，涨势猛如虎。","text":"$富途控股(FUTU)$老虎买富途，涨势猛如虎。","images":[{"img":"https://static.tigerbbs.com/205e288d79f2c757339cb14c841a25e1","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307745135","isVote":1,"tweetType":1,"viewCount":937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":332976971,"gmtCreate":1610322617493,"gmtModify":1703743479598,"author":{"id":"3486333657339054","authorId":"3486333657339054","name":"徐导","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3486333657339054","authorIdStr":"3486333657339054"},"themes":[],"htmlText":"保密形式保了个寂寞？","listText":"保密形式保了个寂寞？","text":"保密形式保了个寂寞？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332976971","repostId":"1117750088","repostType":4,"repost":{"id":"1117750088","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":1610318453,"share":"https://www.laohu8.com/m/news/1117750088?lang=&edition=full","pubTime":"2021-01-11 06:40","market":"us","language":"zh","title":"消息称B站已以保密形式入表，向港交所申请第二上市","url":"https://stock-news.laohu8.com/highlight/detail?id=1117750088","media":"老虎资讯综合","summary":"据路透社旗下媒体IFR：哔哩哔哩已以保密形式入表，向港交所申请在香港第二上市，初步计划3月招股，筹资金额由20亿美元(约156亿港元)加码至25-30亿美元(约195-234亿港元)。哔哩哔哩于201","content":"<p>据路透社旗下媒体IFR：<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>已以保密形式入表，向港交所申请在香港第二上市，初步计划3月招股，筹资金额由20亿美元(约156亿港元)加码至25-30亿美元(约195-234亿港元)。</p><p>哔哩哔哩于2018年在纳斯达克上市，每股美国存托股票（ADS）11.50美元，筹集了4.83亿美元。该公司股价上周五收于每股118.47美元，较首次公开发行（IPO）以来上涨了900％以上。</p><p><img src=\"https://static.tigerbbs.com/62354acdffbd54236206992cb5f40a68\" tg-width=\"840\" tg-height=\"470\"></p><p>1月5日时CNBC曾报道，中国视频平台<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>正在为在香港第二次上市做准备，该次IPO可能筹集超过20亿美元的资金，高于去年的预期，可能会在当周末或下周初申请香港公开发售。</p><p>该视频平台针对中国的年轻一代，而手机游戏是其最大的收入来源。哔哩哔哩还主持直播节目，在此期间用户可以购买虚拟物品，它还从广告中赚钱。</p><p>根据官方收入发布的财务数据，2020年第三季度的收入为32.2亿元人民币（4.751亿美元），同比增长74％。</p><p>哔哩哔哩不是依靠Netflix风格的节目，而是依靠用户生成的内容，类似于YouTube。</p><p>今年，哔哩哔哩一直致力于通过增加内容服务来扩大用户群。今年8月，该公司与英雄联盟（League of Legends）的拥有者视频游戏开发商Riot Games签署了一项协议，以在中国转播其全球赛事。</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>消息称B站已以保密形式入表，向港交所申请第二上市</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; 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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消息称B站已以保密形式入表，向港交所申请第二上市\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\">2021-01-11 06:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>据路透社旗下媒体IFR：<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>已以保密形式入表，向港交所申请在香港第二上市，初步计划3月招股，筹资金额由20亿美元(约156亿港元)加码至25-30亿美元(约195-234亿港元)。</p><p>哔哩哔哩于2018年在纳斯达克上市，每股美国存托股票（ADS）11.50美元，筹集了4.83亿美元。该公司股价上周五收于每股118.47美元，较首次公开发行（IPO）以来上涨了900％以上。</p><p><img src=\"https://static.tigerbbs.com/62354acdffbd54236206992cb5f40a68\" tg-width=\"840\" tg-height=\"470\"></p><p>1月5日时CNBC曾报道，中国视频平台<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>正在为在香港第二次上市做准备，该次IPO可能筹集超过20亿美元的资金，高于去年的预期，可能会在当周末或下周初申请香港公开发售。</p><p>该视频平台针对中国的年轻一代，而手机游戏是其最大的收入来源。哔哩哔哩还主持直播节目，在此期间用户可以购买虚拟物品，它还从广告中赚钱。</p><p>根据官方收入发布的财务数据，2020年第三季度的收入为32.2亿元人民币（4.751亿美元），同比增长74％。</p><p>哔哩哔哩不是依靠Netflix风格的节目，而是依靠用户生成的内容，类似于YouTube。</p><p>今年，哔哩哔哩一直致力于通过增加内容服务来扩大用户群。今年8月，该公司与英雄联盟（League of Legends）的拥有者视频游戏开发商Riot Games签署了一项协议，以在中国转播其全球赛事。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e30ab0ee16faafeea2be8f8bba49e5f3","relate_stocks":{"BILI":"哔哩哔哩"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117750088","content_text":"据路透社旗下媒体IFR：哔哩哔哩已以保密形式入表，向港交所申请在香港第二上市，初步计划3月招股，筹资金额由20亿美元(约156亿港元)加码至25-30亿美元(约195-234亿港元)。哔哩哔哩于2018年在纳斯达克上市，每股美国存托股票（ADS）11.50美元，筹集了4.83亿美元。该公司股价上周五收于每股118.47美元，较首次公开发行（IPO）以来上涨了900％以上。1月5日时CNBC曾报道，中国视频平台哔哩哔哩正在为在香港第二次上市做准备，该次IPO可能筹集超过20亿美元的资金，高于去年的预期，可能会在当周末或下周初申请香港公开发售。该视频平台针对中国的年轻一代，而手机游戏是其最大的收入来源。哔哩哔哩还主持直播节目，在此期间用户可以购买虚拟物品，它还从广告中赚钱。根据官方收入发布的财务数据，2020年第三季度的收入为32.2亿元人民币（4.751亿美元），同比增长74％。哔哩哔哩不是依靠Netflix风格的节目，而是依靠用户生成的内容，类似于YouTube。今年，哔哩哔哩一直致力于通过增加内容服务来扩大用户群。今年8月，该公司与英雄联盟（League of Legends）的拥有者视频游戏开发商Riot Games签署了一项协议，以在中国转播其全球赛事。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306465326,"gmtCreate":1604453280965,"gmtModify":1703833182679,"author":{"id":"3486333657339054","authorId":"3486333657339054","name":"徐导","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3486333657339054","authorIdStr":"3486333657339054"},"themes":[],"htmlText":"隔壁富途退换所有费用，老虎你怎么看？","listText":"隔壁富途退换所有费用，老虎你怎么看？","text":"隔壁富途退换所有费用，老虎你怎么看？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306465326","repostId":"1107541775","repostType":4,"repost":{"id":"1107541775","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":1604452849,"share":"https://www.laohu8.com/m/news/1107541775?lang=&edition=full","pubTime":"2020-11-04 09:20","market":"hk","language":"zh","title":"蚂蚁集团暂缓上市！阿里巴巴港股暴跌9.27%","url":"https://stock-news.laohu8.com/highlight/detail?id=1107541775","media":"老虎资讯综合","summary":"11月4日，港股阿里巴巴股价暴跌9.27%，报272港元。隔夜美股收盘，阿里巴巴股价大跌8.13%，报285.57美元，市值跌超600亿美元。消息面，上交所和港交所发布公告称，暂缓蚂蚁科技集团股份有限","content":"<p>11月4日，港股<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>股价暴跌9.27%，报272港元。隔夜美股收盘，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>股价大跌8.13%，报285.57美元，市值跌超600亿美元。消息面，上交所和港交所发布公告称，暂缓蚂蚁科技集团股份有限公司上市。</p><p><img src=\"https://static.tigerbbs.com/7f9075c167dedd7f4b3b4eee4addb971\" tg-width=\"1242\" tg-height=\"2594\"></p><p>11月3日晚间，上交所和港交所发布公告称，暂缓蚂蚁科技集团股份有限公司上市。</p><p>对此，<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>回应：蚂蚁集团会深入落实约谈意见，继续沿着“稳妥创新、拥抱监管、服务实体、开放共赢”的十六字指导方针，继续提升普惠服务能力，助力经济和民生发展。</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>蚂蚁集团暂缓上市！阿里巴巴港股暴跌9.27%</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蚂蚁集团暂缓上市！阿里巴巴港股暴跌9.27%\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\">2020-11-04 09:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月4日，港股<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>股价暴跌9.27%，报272港元。隔夜美股收盘，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>股价大跌8.13%，报285.57美元，市值跌超600亿美元。消息面，上交所和港交所发布公告称，暂缓蚂蚁科技集团股份有限公司上市。</p><p><img src=\"https://static.tigerbbs.com/7f9075c167dedd7f4b3b4eee4addb971\" tg-width=\"1242\" tg-height=\"2594\"></p><p>11月3日晚间，上交所和港交所发布公告称，暂缓蚂蚁科技集团股份有限公司上市。</p><p>对此，<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>回应：蚂蚁集团会深入落实约谈意见，继续沿着“稳妥创新、拥抱监管、服务实体、开放共赢”的十六字指导方针，继续提升普惠服务能力，助力经济和民生发展。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f89f699741c0708c1070b0cabb1afd95","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107541775","content_text":"11月4日，港股阿里巴巴股价暴跌9.27%，报272港元。隔夜美股收盘，阿里巴巴股价大跌8.13%，报285.57美元，市值跌超600亿美元。消息面，上交所和港交所发布公告称，暂缓蚂蚁科技集团股份有限公司上市。11月3日晚间，上交所和港交所发布公告称，暂缓蚂蚁科技集团股份有限公司上市。对此，蚂蚁集团回应：蚂蚁集团会深入落实约谈意见，继续沿着“稳妥创新、拥抱监管、服务实体、开放共赢”的十六字指导方针，继续提升普惠服务能力，助力经济和民生发展。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357403310059752,"gmtCreate":1728266134267,"gmtModify":1728266135699,"author":{"id":"3486333657339054","authorId":"3486333657339054","name":"徐导","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3486333657339054","authorIdStr":"3486333657339054"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a><v-v data-views=\"1\"></v-v> 明天就500了","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a><v-v data-views=\"1\"></v-v> 明天就500了","text":"$腾讯控股(00700)$ 明天就500了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357403310059752","isVote":1,"tweetType":1,"viewCount":656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":140819512,"gmtCreate":1625645569136,"gmtModify":1625645569136,"author":{"id":"3486333657339054","authorId":"3486333657339054","name":"徐导","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3486333657339054","authorIdStr":"3486333657339054"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00286\">$爱帝宫(00286)$</a>啥时候回到1块，我再收到","listText":"<a 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10:44","market":"us","language":"zh","title":"FF向美国证监会提交上市文件,最快5月登陆纳斯达克","url":"https://stock-news.laohu8.com/highlight/detail?id=1104986009","media":"澎湃新闻","summary":"美国时间4月5日，即将与PSAC完成合并交易并以股票代码“FFIE”在纳斯达克交易的Faraday Future(法拉第未来，简称FF)正式向美国证监会提交S4上市文件。作为美国证监会企业挂牌上市流程","content":"<div>\n<p>美国时间4月5日，即将与PSAC完成合并交易并以股票代码“FFIE”在纳斯达克交易的Faraday Future(法拉第未来，简称FF)正式向美国证监会提交S4上市文件。作为美国证监会企业挂牌上市流程中最重要法律登记文件，S4文件的提交标志FF预计二季度登陆纳斯达克进入倒计时，上市交易流程或将在5月份之内完成。该文件显示，FF预计在2022年交付首批量产电动车，并预计在2025年累计交付超45万辆...</p>\n\n<a href=\"https://baijiahao.baidu.com/s?id=1696256836727043475&wfr=spider&for=pc\">Web Link</a>\n\n</div>\n","source":"pengpai_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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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\">\nFF向美国证监会提交上市文件,最快5月登陆纳斯达克\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-06 10:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://baijiahao.baidu.com/s?id=1696256836727043475&wfr=spider&for=pc><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国时间4月5日，即将与PSAC完成合并交易并以股票代码“FFIE”在纳斯达克交易的Faraday Future(法拉第未来，简称FF)正式向美国证监会提交S4上市文件。作为美国证监会企业挂牌上市流程中最重要法律登记文件，S4文件的提交标志FF预计二季度登陆纳斯达克进入倒计时，上市交易流程或将在5月份之内完成。该文件显示，FF预计在2022年交付首批量产电动车，并预计在2025年累计交付超45万辆...</p>\n\n<a href=\"https://baijiahao.baidu.com/s?id=1696256836727043475&wfr=spider&for=pc\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1a3754f388f30b5f7e5d59651613a82b","relate_stocks":{},"source_url":"https://baijiahao.baidu.com/s?id=1696256836727043475&wfr=spider&for=pc","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104986009","content_text":"美国时间4月5日，即将与PSAC完成合并交易并以股票代码“FFIE”在纳斯达克交易的Faraday Future(法拉第未来，简称FF)正式向美国证监会提交S4上市文件。作为美国证监会企业挂牌上市流程中最重要法律登记文件，S4文件的提交标志FF预计二季度登陆纳斯达克进入倒计时，上市交易流程或将在5月份之内完成。该文件显示，FF预计在2022年交付首批量产电动车，并预计在2025年累计交付超45万辆。Property Solutions Acquisitions (PSAC)的董事会高度认可FF的公司愿景、管理团队、高端技术以及FF拥有的超800项智能电动车专利。根据FF此前的官方消息显示，FF旗下首款旗舰车型FF 91计划在SPAC上市交易完成后约十二个月内推出。此外，文件显示FF目前继续拥有其位于美国加州汉福德工厂的使用权，预计未来FF会使用该工厂作为主要基地在美国生产电动汽车产品。随着S4文件的披露，供应商信托，债转股模式等FF运行的核心商业信息浮出水面。接近此次上市交易的人士表示：“这次S4文件披露了FF的供应商信托和债转股模式，许多核心供应商都很看好FF的未来发展，于是通过FF独有的供应商信托持股计划将债权转变为股权。”据了解，此次S4文件披露了高达1.16亿美元的供应商信托持股计划，将供应链和FF有机整合在一起，打破了电动车行业供应链上下游的传统关系模式，同时扫清了之前的债务包袱，从而保证了FF之后的融资可以全部用到研发生产等正向投入中。此外，FF创始人贾跃亭2019年在美国提交个人破产重组申请，将其个人资产通过债权人信托的方式转让给债权人，让债权人成为FF的股东。本次提交的S4文件中也提到了这一事项。从S4文件所披露的股权结构来看，FF原有股东以及债权人（通过债转股）将在交易后继续占有公司大部分股权，股权比例达到66%。“此次向SEC提交S4文件，也标志着FF厘清消化了过往由于种种原因造成的债务等历史包袱，轻装上阵将有利于FF集中资源实现对于投资人和用户的承诺。”上述接近此次交易的人士分析表示。根据S4文件显示，FF已经通过了2020年的财务审计，这标志着FF过往的债务等负面因素已经从审计和财务层面全部厘清。S4文件还披露了PSAC董事会批准通过的FF股票激励计划。根据该激励计划，2021年FF全体员工悉数有资格获得激励性及非限制性股票期权以及业绩奖等奖励。近日，中国汽车行业的领军人物陈雪峰上任FF中国区CEO、加上近期持续不断的中高层顶级人才加盟，都是FF合伙人制度吸引力的重要体现。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365937506,"gmtCreate":1614688284905,"gmtModify":1703479869467,"author":{"id":"3486333657339054","authorId":"3486333657339054","name":"徐导","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3486333657339054","authorIdStr":"3486333657339054"},"themes":[],"htmlText":"<a 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买少了","images":[{"img":"https://static.tigerbbs.com/dde7ac7bba6b48e4bcf6e7196e054bca","width":"896","height":"1549"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345766584426736","isVote":1,"tweetType":1,"viewCount":571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":306967958,"gmtCreate":1604215804174,"gmtModify":1703832242964,"author":{"id":"3486333657339054","authorId":"3486333657339054","name":"徐导","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3486333657339054","authorIdStr":"3486333657339054"},"themes":[],"htmlText":"又骗我打新","listText":"又骗我打新","text":"又骗我打新","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306967958","repostId":"1186759766","repostType":4,"repost":{"id":"1186759766","pubTimestamp":1604215411,"share":"https://www.laohu8.com/m/news/1186759766?lang=&edition=full","pubTime":"2020-11-01 15:23","market":"hk","language":"zh","title":"快手最早下周向港交所提交招股书，腾讯、阿里系均将认购","url":"https://stock-news.laohu8.com/highlight/detail?id=1186759766","media":"新京报网","summary":"11月1日，多位独立消息人士向新京报贝壳财经独家证实，快手最早将于下周在香港联交所公开递交招股书，最快今年年底或明年初完成首次公开募股。腾讯、阿里系(或云锋基金）均会在此轮公开募股中进行认购，腾讯为基","content":"<div>\n<p>11月1日，多位独立消息人士向新京报贝壳财经独家证实，快手最早将于下周在香港联交所公开递交招股书，最快今年年底或明年初完成首次公开募股。腾讯、阿里系(或云锋基金）均会在此轮公开募股中进行认购，腾讯为基石投资者，阿里系(或云锋基金）亦在争取认购更多份额。一位券商二级市场分析师及多位接近快手人士向贝壳财经证实了上述消息。“腾讯是基石投资者”，“阿里系(云锋基金）也有认购一定份额，并且争取多投”，其中...</p>\n\n<a href=\"http://www.bjnews.com.cn/finance/2020/11/01/783439.html?from=timeline&isappinstalled=0\">Web Link</a>\n\n</div>\n","source":"XJBW","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\" 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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快手最早下周向港交所提交招股书，腾讯、阿里系均将认购\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-01 15:23 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.bjnews.com.cn/finance/2020/11/01/783439.html?from=timeline&isappinstalled=0><strong>新京报网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>11月1日，多位独立消息人士向新京报贝壳财经独家证实，快手最早将于下周在香港联交所公开递交招股书，最快今年年底或明年初完成首次公开募股。腾讯、阿里系(或云锋基金）均会在此轮公开募股中进行认购，腾讯为基石投资者，阿里系(或云锋基金）亦在争取认购更多份额。一位券商二级市场分析师及多位接近快手人士向贝壳财经证实了上述消息。“腾讯是基石投资者”，“阿里系(云锋基金）也有认购一定份额，并且争取多投”，其中...</p>\n\n<a href=\"http://www.bjnews.com.cn/finance/2020/11/01/783439.html?from=timeline&isappinstalled=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a1f148d933dd84a0e7549412b107c61f","relate_stocks":{"01024":"快手-W"},"source_url":"http://www.bjnews.com.cn/finance/2020/11/01/783439.html?from=timeline&isappinstalled=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186759766","content_text":"11月1日，多位独立消息人士向新京报贝壳财经独家证实，快手最早将于下周在香港联交所公开递交招股书，最快今年年底或明年初完成首次公开募股。腾讯、阿里系(或云锋基金）均会在此轮公开募股中进行认购，腾讯为基石投资者，阿里系(或云锋基金）亦在争取认购更多份额。一位券商二级市场分析师及多位接近快手人士向贝壳财经证实了上述消息。“腾讯是基石投资者”，“阿里系(云锋基金）也有认购一定份额，并且争取多投”，其中一位接近快手人士对贝壳财经说。“阿里系投主要是为了给电商提供流量”，另一位接近快手的人士称。“快手此前是按照USGAAP(美国通用会计准则）准备帐目的，但现在计划香港上市，最快年内完成。”一位短视频直播领域资深人士告诉贝壳财经。此前媒体报道称，快手计划募资额50亿美元，估值约500亿美元，美银美林和摩根斯坦利为保荐人。去年8月，快手获得上市前最后一轮股权融资。 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