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七宗醉
05-25
睡眠质量差了
七宗醉
2022-12-29
$百果园集团(02411)$
除了贵没什么毛病,不过贵不是它的缺点,是我口袋的缺点。
$百果园集团(02411)$
七宗醉
2022-10-10
这都能赢?[思考]
美股虽弱,但难阻A股反转
七宗醉
2022-07-21
$纳斯达克(.IXIC)$
会
七宗醉
2022-06-15
$Sundial Growers Inc.(SNDL)$
上次一刀是一年前了?感觉要合股了。
七宗醉
2022-06-11
6月11号怎么度过我不知道,但是我是坐在椅上从看老虎开始。
@小虎活动:🔥老虎八周年,天天有惊喜🎁
七宗醉
2022-06-10
$中国有赞(08083)$
1.68入手,被套了一段,前几天1.4出了一半,没想到今天这么猛。今天能拉到0.3吗。
七宗醉
2022-05-13
被锤阿里不如狗,很快市值向美团看齐了。
$阿里巴巴-SW(09988)$
$美团-W(03690)$
七宗醉
2022-03-21
$拼多多(PDD)$
佩服佩服,拉到50再跳水吧。增速放缓,差不多到头了。接下来该讲讲怎么盈利的故事了。
七宗醉
2022-01-27
$特斯拉(TSLA)$
多少能入手,各位大神?
七宗醉
2022-01-27
$小米集团-W(01810)$
15——13——10——8
七宗醉
2022-01-24
$小米集团-W(01810)$
2021虎韭最爱Top1,完了😩,韭菜不死,空头不止。上一次雪崩到起飞花了一年半,按这么算还得套半年。
$快手-W(01024)$
$阿里巴巴-SW(09988)$
七宗醉
2022-01-14
$中国有赞(08083)$
什么时候跌到2毛,手痒想进点货。[贱笑]
七宗醉
2021-12-29
$滴滴(DIDI)$
美股有两个幻觉:一个是你以为大盘股高到不会涨了,另一个是你以为中概股低到不会跌了。
$苹果(AAPL)$
$阿里巴巴(BABA)$
七宗醉
2021-12-23
$小米集团-W(01810)$
下周发布完小米12,踩上30天线,又可以做空了?[喷血] 跟小米八字不合,做多没赚过。
七宗醉
2021-12-03
$阿里巴巴(BABA)$
投降输一半可以吗?
$百度(BIDU)$
$滴滴(DIDI)$
七宗醉
2021-12-02
$Camber Energy(CEI)$
来吧,倒转地球
七宗醉
2021-11-30
$顺丰同城(09699)$
对不起,我不是针对你,我是说这次的新股都是垃圾!港股打新已经萎靡好久了,天时地利人和样样不沾,南水北逃。不知道是不是年底kpi没完成,港交所今天突然打出一招崆峒派镇山绝学七伤拳,所谓一面七伤,七者皆伤。赚钱的新股是相似的,破发的新股却各有各的特色。这七支新股,怎么看都像年底冲业绩割韭菜的,但好像又各有各的割法。
$微博-SW(09898)$
$凯莱英(06821)$
这两支都是二婚上市,鸡肋,估计不会大跌大涨,风险不小,赚头也不大,没啥意思。顺丰同城应该跟达达这些差不多吧,京东勿留,顺丰腰斩,百世献世。这些物流快递配送好像表现都不咋地,估值也不便宜,就不当敢死队了。剩下的四个更是矮子里找高个,难!北海康城-B,带B的不打;德商产投服务,名不见经传的小物业,不打。做眼镜的康耐特光学和做连锁中医馆的固生堂,基本面看起来要好点?不过也没什么想象空间。如今这个打新世道,百股凋零,不稀缺不热门就是原罪了,赢的概率比不上鱼虾蟹吧。截止到现在,看了一眼老虎和隔壁,这七个小矮人没有一个是足额认购的,看来这波冲业绩不叫好也不卖座。周星驰《功夫》:没一个能打的,是你们不争气,今天的打新取消。以上纯属个人瞎掰。
七宗醉
2021-11-26
$拼多多(PDD)$
感觉任何时候做空中概股都是正确的,持仓的
$阿里巴巴(BABA)$
$百度(BIDU)$
$百世集团(BEST)$
跌跌不休,幸好也没补仓。倒是抄底
$Moderna, Inc.(MRNA)$
这些,大跌这么多一下子又满血复活。还是坚定远离中概了,伤心我心可以,但不可以伤我钱包。
七宗醉
2021-11-18
再惨一点就好了,财报了大人继续锤你。
阿里巴巴2022财年第二季度营收2006.9亿元,不及预期
去老虎APP查看更多动态
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除了贵没什么毛病,不过贵不是它的缺点,是我口袋的缺点。$百果园集团(02411)$","images":[{"img":"https://static.tigerbbs.com/2c03f600a280073a74c6f2bd955c59c7","width":"807","height":"584"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621224000","isVote":1,"tweetType":1,"viewCount":1927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":666914755,"gmtCreate":1665371453277,"gmtModify":1665371456016,"author":{"id":"3488290838585951","authorId":"3488290838585951","authorIdStr":"3488290838585951","name":"七宗醉","avatar":"https://static.tigerbbs.com/6327546bce96ec8ed5bca351b1e662ee","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这都能赢?[思考] ","listText":"这都能赢?[思考] ","text":"这都能赢?[思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666914755","repostId":"1137925561","repostType":2,"repost":{"id":"1137925561","pubTimestamp":1665369382,"share":"https://www.laohu8.com/m/news/1137925561?lang=&edition=full","pubTime":"2022-10-10 10:36","market":"sh","language":"zh","title":"美股虽弱,但难阻A股反转","url":"https://stock-news.laohu8.com/highlight/detail?id=1137925561","media":"格隆汇","summary":"展望4季度,拐点临近,当下市场已进入较好布局期。","content":"<html><head></head><body><p>作者:樊继拓 等</p><p><b>相比1-4月的调整,8月底以来,投资者对海外风险的关注度更高,认为海外风险甚至可能会影响A股反转。国内经济风险(疫情、房地产下行)虽然依然存在,但是下行的速度慢很多,而且存在稳增长、房地产政策宽松等对冲性利好。2000-2002年和2007-2008年,伴随着美国经济较大级别的衰退和美股的大熊市,A股也是大级别熊市,但这一次A股估值远低于2000年和2007年,美股风险可能只是个纸老虎。目前A股的经济、投资者仓位、估值、汇率环境非常类似2019年8月初的低点,后续可能会再次出现V型反转,建议投资者积极做多。配置上我们认为,市场的风格正在往价值转变,这一转变至少是季度的,甚至有很大的概率演变为年度的风格转变。</b></p><p><b>(1)国内风险可控,投资者担心美股的风险。</b>相比较1-4月的调整,8月底以来,投资者对海外风险的关注度更高。国内的经济风险(疫情、房地产下行)虽然依然存在,但是下行的速度慢很多,而且存在稳增长、房地产政策宽松等对冲性利好。美国经济所面临的利率大幅上行、通胀波动大、经济衰退等风险,很多都是十年甚至几十年一遇的,这已经成为影响A股反转的最后障碍。从美股的调整幅度来看,2010到2021年,除了疫情期间,其他历次经济小级别衰退(可以理解为软着陆),美股调整幅度均不超过20%。而年初以来,标普500最大回撤幅度高达25%,基本上已经意味着资本市场认为,美国经济很难软着陆。</p><p><img src=\"https://static.tigerbbs.com/b2e8553e0c68b5dcdfeeb34a8a7c82fe\" tg-width=\"501\" tg-height=\"594\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>现在的关键是,对A股的影响会有多大?2000-2002年和2007-2008年,伴随着美国经济较大级别的衰退和美股的大熊市,A股也是大级别熊市。2000-2002年,标普500最大跌幅-49%,上证综指最大跌幅-41%;2007-2008年,标普500最大跌幅-57%,上证综指最大跌幅-72%,这次甚至A股的跌幅更大。</p><p><img src=\"https://static.tigerbbs.com/ee501ed7b9b59111257b74af011c9dd1\" tg-width=\"662\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>(2)但这一次中美股市所处的估值位置完全不同,美股风险可能只是个纸老虎。</b>之所以2000-2002、2007-2008年,A股比美股调整更剧烈,背后很重要的原因是2000年底和2007年底,A股本身处在估值泡沫化的顶点,但这一次A股股市是处在历史很低的位置。</p><p><img src=\"https://static.tigerbbs.com/6c243c96cd4d66eecf3d90e806ce0c19\" tg-width=\"636\" tg-height=\"389\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>更低的估值意味着,虽然美股调整对A股的负面影响还在,但已经非常小了。从2009-2021年美国历次小级别熊市对A股影响幅度,已经能看到类似的结论了。2011、2015、2018和2020年,美国经历过4次小级别熊市,前两次恰好是A股估值处在高位,后两次A股估值处在低位,后两次对A股的影响非常小。</p><p><img src=\"https://static.tigerbbs.com/ea755fed81faf5026bb18a9563d2981a\" tg-width=\"627\" tg-height=\"399\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>(3)美国经济会影响出口,但这是滞后指标。</b>从基本面的角度,投资者担心如果海外衰退,可能会导致出口下滑,从而压制国内的经济。我们认为,这一影响肯定是存在的。但由于2000年以来,中国经济的历次周期都是早于欧美的,所以出口大多是经济的滞后指标。经济下滑的时候,出口滞后下滑,经济企稳的时候,出口滞后企稳。股市的企稳主要取决于国内经济的韧性,随着稳增长的推进,房地产政策正在不断宽松,信贷社融的改善虽然有所反复,但大方向上,依然是在改善的。</p><p><img src=\"https://static.tigerbbs.com/e2a3e90e802fc588da40abd8d6472d6a\" tg-width=\"496\" tg-height=\"416\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><img src=\"https://static.tigerbbs.com/4f4fdc811b0f338929362726c2b5829a\" tg-width=\"501\" tg-height=\"419\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>(4)策略观点:可能会再次V型反转。</b>7月以后,经济预期再次回落,导致上证50等指数最先开始走弱,8月下旬开始,由于疫情、美股调整、风格转变等影响,指数再次走弱。我们认为指数层面的调整已经接近尾声,但风格转变可能才刚刚开始。10月开始,在稳增长等因素的驱动下,指数有可能止跌再次V型反转。整体上来看,2022年7月-2023年中,指数将会是宽幅震荡。</p><p><img src=\"https://static.tigerbbs.com/4d8113bfff648a82888401a8a93e6240\" tg-width=\"684\" tg-height=\"432\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><img src=\"https://static.tigerbbs.com/4eb729e7b7ecfe937485a1ff55097d2d\" tg-width=\"800\" tg-height=\"454\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>行业配置建议:全面增配价值股。</b>8月开始,我们不断提示“提前开始风格转换”,部分投资者认为长期产业逻辑、当期景气度比估值更重要,犹豫不决的投资者依然很多。需要警惕的是,即使是2016年白酒牛市和2019年半导体牛市,在风格转变初期的时候,风格变化也是领先业绩的。当下的风格转变至少是季度的,甚至有很大的概率发展为年度风格变化。<b>(1)成长股的季度性反弹已经结束,建议配置上转向价值股。</b>由于市场年度的风格是拉锯期,所以价值成长会伴随指数的涨跌出现快速的变化,4-8月成长的反弹类似2015年Q4和2019年Q1,季度涨幅过后可能会休整一个季度。如果明年初经济改善或成长业绩出现不好的变化,则时间可能更久。三季报期间可能会有成长股小的喘息窗口,时间和级别会比4-8月小很多。<b>(2)可以在半年内超配金融地产。</b>银行地产的超额收益大多出现在经济下降后期到经济回升早期,在经济确定改善之前,反而更容易产生超额收益。非银估值位置更好,但近期正面催化剂较少,启动时间可能比银行地产略晚,但依然建议超配。<b>(3)消费的逻辑演绎还不充分。</b>疫情后投资者开始逐渐预期经济恢复,这一恢复的过程虽然受到房地产销售的波折,但大方向上还能持续。建议优先关注疫后产能格局优化的酒店、航空,后续等待稳增长效果,逐渐增配和经济相关度高的家电等。<b>(4)周期股长期逻辑完美,短期正在承受美国经济可能会衰退的影响。</b></p><p><img src=\"https://static.tigerbbs.com/00271d7cc42cca1b7993dd3b602f975c\" tg-width=\"563\" tg-height=\"396\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股虽弱,但难阻A股反转</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; 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8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股虽弱,但难阻A股反转\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-10 10:36 北京时间 <a href=https://www.gelonghui.com/p/555509><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:樊继拓 等相比1-4月的调整,8月底以来,投资者对海外风险的关注度更高,认为海外风险甚至可能会影响A股反转。国内经济风险(疫情、房地产下行)虽然依然存在,但是下行的速度慢很多,而且存在稳增长、房地产政策宽松等对冲性利好。2000-2002年和2007-2008年,伴随着美国经济较大级别的衰退和美股的大熊市,A股也是大级别熊市,但这一次A股估值远低于2000年和2007年,美股风险可能只是个...</p>\n\n<a href=\"https://www.gelonghui.com/p/555509\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb2ed00ac5de2097917e40947bc4a36a","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://www.gelonghui.com/p/555509","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"1137925561","content_text":"作者:樊继拓 等相比1-4月的调整,8月底以来,投资者对海外风险的关注度更高,认为海外风险甚至可能会影响A股反转。国内经济风险(疫情、房地产下行)虽然依然存在,但是下行的速度慢很多,而且存在稳增长、房地产政策宽松等对冲性利好。2000-2002年和2007-2008年,伴随着美国经济较大级别的衰退和美股的大熊市,A股也是大级别熊市,但这一次A股估值远低于2000年和2007年,美股风险可能只是个纸老虎。目前A股的经济、投资者仓位、估值、汇率环境非常类似2019年8月初的低点,后续可能会再次出现V型反转,建议投资者积极做多。配置上我们认为,市场的风格正在往价值转变,这一转变至少是季度的,甚至有很大的概率演变为年度的风格转变。(1)国内风险可控,投资者担心美股的风险。相比较1-4月的调整,8月底以来,投资者对海外风险的关注度更高。国内的经济风险(疫情、房地产下行)虽然依然存在,但是下行的速度慢很多,而且存在稳增长、房地产政策宽松等对冲性利好。美国经济所面临的利率大幅上行、通胀波动大、经济衰退等风险,很多都是十年甚至几十年一遇的,这已经成为影响A股反转的最后障碍。从美股的调整幅度来看,2010到2021年,除了疫情期间,其他历次经济小级别衰退(可以理解为软着陆),美股调整幅度均不超过20%。而年初以来,标普500最大回撤幅度高达25%,基本上已经意味着资本市场认为,美国经济很难软着陆。现在的关键是,对A股的影响会有多大?2000-2002年和2007-2008年,伴随着美国经济较大级别的衰退和美股的大熊市,A股也是大级别熊市。2000-2002年,标普500最大跌幅-49%,上证综指最大跌幅-41%;2007-2008年,标普500最大跌幅-57%,上证综指最大跌幅-72%,这次甚至A股的跌幅更大。(2)但这一次中美股市所处的估值位置完全不同,美股风险可能只是个纸老虎。之所以2000-2002、2007-2008年,A股比美股调整更剧烈,背后很重要的原因是2000年底和2007年底,A股本身处在估值泡沫化的顶点,但这一次A股股市是处在历史很低的位置。更低的估值意味着,虽然美股调整对A股的负面影响还在,但已经非常小了。从2009-2021年美国历次小级别熊市对A股影响幅度,已经能看到类似的结论了。2011、2015、2018和2020年,美国经历过4次小级别熊市,前两次恰好是A股估值处在高位,后两次A股估值处在低位,后两次对A股的影响非常小。(3)美国经济会影响出口,但这是滞后指标。从基本面的角度,投资者担心如果海外衰退,可能会导致出口下滑,从而压制国内的经济。我们认为,这一影响肯定是存在的。但由于2000年以来,中国经济的历次周期都是早于欧美的,所以出口大多是经济的滞后指标。经济下滑的时候,出口滞后下滑,经济企稳的时候,出口滞后企稳。股市的企稳主要取决于国内经济的韧性,随着稳增长的推进,房地产政策正在不断宽松,信贷社融的改善虽然有所反复,但大方向上,依然是在改善的。(4)策略观点:可能会再次V型反转。7月以后,经济预期再次回落,导致上证50等指数最先开始走弱,8月下旬开始,由于疫情、美股调整、风格转变等影响,指数再次走弱。我们认为指数层面的调整已经接近尾声,但风格转变可能才刚刚开始。10月开始,在稳增长等因素的驱动下,指数有可能止跌再次V型反转。整体上来看,2022年7月-2023年中,指数将会是宽幅震荡。行业配置建议:全面增配价值股。8月开始,我们不断提示“提前开始风格转换”,部分投资者认为长期产业逻辑、当期景气度比估值更重要,犹豫不决的投资者依然很多。需要警惕的是,即使是2016年白酒牛市和2019年半导体牛市,在风格转变初期的时候,风格变化也是领先业绩的。当下的风格转变至少是季度的,甚至有很大的概率发展为年度风格变化。(1)成长股的季度性反弹已经结束,建议配置上转向价值股。由于市场年度的风格是拉锯期,所以价值成长会伴随指数的涨跌出现快速的变化,4-8月成长的反弹类似2015年Q4和2019年Q1,季度涨幅过后可能会休整一个季度。如果明年初经济改善或成长业绩出现不好的变化,则时间可能更久。三季报期间可能会有成长股小的喘息窗口,时间和级别会比4-8月小很多。(2)可以在半年内超配金融地产。银行地产的超额收益大多出现在经济下降后期到经济回升早期,在经济确定改善之前,反而更容易产生超额收益。非银估值位置更好,但近期正面催化剂较少,启动时间可能比银行地产略晚,但依然建议超配。(3)消费的逻辑演绎还不充分。疫情后投资者开始逐渐预期经济恢复,这一恢复的过程虽然受到房地产销售的波折,但大方向上还能持续。建议优先关注疫后产能格局优化的酒店、航空,后续等待稳增长效果,逐渐增配和经济相关度高的家电等。(4)周期股长期逻辑完美,短期正在承受美国经济可能会衰退的影响。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686249880,"gmtCreate":1658370918042,"gmtModify":1704869753055,"author":{"id":"3488290838585951","authorId":"3488290838585951","authorIdStr":"3488290838585951","name":"七宗醉","avatar":"https://static.tigerbbs.com/6327546bce96ec8ed5bca351b1e662ee","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/CEI\">$Camber Energy(CEI)$</a>来吧,倒转地球","text":"$Camber Energy(CEI)$来吧,倒转地球","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603143942","isVote":1,"tweetType":1,"viewCount":1489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609636243,"gmtCreate":1638276822629,"gmtModify":1638277719027,"author":{"id":"3488290838585951","authorId":"3488290838585951","authorIdStr":"3488290838585951","name":"七宗醉","avatar":"https://static.tigerbbs.com/6327546bce96ec8ed5bca351b1e662ee","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09699\">$顺丰同城(09699)$</a>对不起,我不是针对你,我是说这次的新股都是垃圾!港股打新已经萎靡好久了,天时地利人和样样不沾,南水北逃。不知道是不是年底kpi没完成,港交所今天突然打出一招崆峒派镇山绝学七伤拳,所谓一面七伤,七者皆伤。赚钱的新股是相似的,破发的新股却各有各的特色。这七支新股,怎么看都像年底冲业绩割韭菜的,但好像又各有各的割法。<a href=\"https://laohu8.com/S/09898\">$微博-SW(09898)$</a><a href=\"https://laohu8.com/S/06821\">$凯莱英(06821)$</a>这两支都是二婚上市,鸡肋,估计不会大跌大涨,风险不小,赚头也不大,没啥意思。顺丰同城应该跟达达这些差不多吧,京东勿留,顺丰腰斩,百世献世。这些物流快递配送好像表现都不咋地,估值也不便宜,就不当敢死队了。剩下的四个更是矮子里找高个,难!北海康城-B,带B的不打;德商产投服务,名不见经传的小物业,不打。做眼镜的康耐特光学和做连锁中医馆的固生堂,基本面看起来要好点?不过也没什么想象空间。如今这个打新世道,百股凋零,不稀缺不热门就是原罪了,赢的概率比不上鱼虾蟹吧。截止到现在,看了一眼老虎和隔壁,这七个小矮人没有一个是足额认购的,看来这波冲业绩不叫好也不卖座。周星驰《功夫》:没一个能打的,是你们不争气,今天的打新取消。以上纯属个人瞎掰。","listText":"<a href=\"https://laohu8.com/S/09699\">$顺丰同城(09699)$</a>对不起,我不是针对你,我是说这次的新股都是垃圾!港股打新已经萎靡好久了,天时地利人和样样不沾,南水北逃。不知道是不是年底kpi没完成,港交所今天突然打出一招崆峒派镇山绝学七伤拳,所谓一面七伤,七者皆伤。赚钱的新股是相似的,破发的新股却各有各的特色。这七支新股,怎么看都像年底冲业绩割韭菜的,但好像又各有各的割法。<a href=\"https://laohu8.com/S/09898\">$微博-SW(09898)$</a><a href=\"https://laohu8.com/S/06821\">$凯莱英(06821)$</a>这两支都是二婚上市,鸡肋,估计不会大跌大涨,风险不小,赚头也不大,没啥意思。顺丰同城应该跟达达这些差不多吧,京东勿留,顺丰腰斩,百世献世。这些物流快递配送好像表现都不咋地,估值也不便宜,就不当敢死队了。剩下的四个更是矮子里找高个,难!北海康城-B,带B的不打;德商产投服务,名不见经传的小物业,不打。做眼镜的康耐特光学和做连锁中医馆的固生堂,基本面看起来要好点?不过也没什么想象空间。如今这个打新世道,百股凋零,不稀缺不热门就是原罪了,赢的概率比不上鱼虾蟹吧。截止到现在,看了一眼老虎和隔壁,这七个小矮人没有一个是足额认购的,看来这波冲业绩不叫好也不卖座。周星驰《功夫》:没一个能打的,是你们不争气,今天的打新取消。以上纯属个人瞎掰。","text":"$顺丰同城(09699)$对不起,我不是针对你,我是说这次的新股都是垃圾!港股打新已经萎靡好久了,天时地利人和样样不沾,南水北逃。不知道是不是年底kpi没完成,港交所今天突然打出一招崆峒派镇山绝学七伤拳,所谓一面七伤,七者皆伤。赚钱的新股是相似的,破发的新股却各有各的特色。这七支新股,怎么看都像年底冲业绩割韭菜的,但好像又各有各的割法。$微博-SW(09898)$$凯莱英(06821)$这两支都是二婚上市,鸡肋,估计不会大跌大涨,风险不小,赚头也不大,没啥意思。顺丰同城应该跟达达这些差不多吧,京东勿留,顺丰腰斩,百世献世。这些物流快递配送好像表现都不咋地,估值也不便宜,就不当敢死队了。剩下的四个更是矮子里找高个,难!北海康城-B,带B的不打;德商产投服务,名不见经传的小物业,不打。做眼镜的康耐特光学和做连锁中医馆的固生堂,基本面看起来要好点?不过也没什么想象空间。如今这个打新世道,百股凋零,不稀缺不热门就是原罪了,赢的概率比不上鱼虾蟹吧。截止到现在,看了一眼老虎和隔壁,这七个小矮人没有一个是足额认购的,看来这波冲业绩不叫好也不卖座。周星驰《功夫》:没一个能打的,是你们不争气,今天的打新取消。以上纯属个人瞎掰。","images":[{"img":"https://static.tigerbbs.com/94dbe8c695a512c69995cbae8eae6ab6","width":"938","height":"1242"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609636243","isVote":1,"tweetType":1,"viewCount":2855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":877597771,"gmtCreate":1637940892420,"gmtModify":1638065080839,"author":{"id":"3488290838585951","authorId":"3488290838585951","authorIdStr":"3488290838585951","name":"七宗醉","avatar":"https://static.tigerbbs.com/6327546bce96ec8ed5bca351b1e662ee","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>感觉任何时候做空中概股都是正确的,持仓的 <a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BEST\">$百世集团(BEST)$</a> 跌跌不休,幸好也没补仓。倒是抄底<a target=\"_blank\" href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a> 这些,大跌这么多一下子又满血复活。还是坚定远离中概了,伤心我心可以,但不可以伤我钱包。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>感觉任何时候做空中概股都是正确的,持仓的 <a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BEST\">$百世集团(BEST)$</a> 跌跌不休,幸好也没补仓。倒是抄底<a target=\"_blank\" href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a> 这些,大跌这么多一下子又满血复活。还是坚定远离中概了,伤心我心可以,但不可以伤我钱包。","text":"$拼多多(PDD)$感觉任何时候做空中概股都是正确的,持仓的 $阿里巴巴(BABA)$ $百度(BIDU)$ $百世集团(BEST)$ 跌跌不休,幸好也没补仓。倒是抄底$Moderna, Inc.(MRNA)$ 这些,大跌这么多一下子又满血复活。还是坚定远离中概了,伤心我心可以,但不可以伤我钱包。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":59,"commentSize":11,"repostSize":1,"link":"https://laohu8.com/post/877597771","isVote":1,"tweetType":1,"viewCount":7850,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3453028654788838","authorId":"3453028654788838","authorIdStr":"3453028654788838","name":"美股零零七","avatar":"https://static.tigerbbs.com/4bf466fe6527dbebb7ecb1cfb6eb078b","crmLevel":2,"crmLevelSwitch":0},"content":"一顿操作猛如虎","text":"一顿操作猛如虎","html":"一顿操作猛如虎"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878767011,"gmtCreate":1637235187397,"gmtModify":1637235187397,"author":{"id":"3488290838585951","authorId":"3488290838585951","authorIdStr":"3488290838585951","name":"七宗醉","avatar":"https://static.tigerbbs.com/6327546bce96ec8ed5bca351b1e662ee","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"再惨一点就好了,财报了大人继续锤你。","listText":"再惨一点就好了,财报了大人继续锤你。","text":"再惨一点就好了,财报了大人继续锤你。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878767011","repostId":"1167206707","repostType":2,"repost":{"id":"1167206707","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":1637234709,"share":"https://www.laohu8.com/m/news/1167206707?lang=&edition=full","pubTime":"2021-11-18 19:25","market":"hk","language":"zh","title":"阿里巴巴2022财年第二季度营收2006.9亿元,不及预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1167206707","media":"老虎资讯综合","summary":"预计2022财年的总收入同比增长为20%至23%,此前预计为30%。","content":"<p>11月18日(周四),<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>公布2022财年Q2财报。财报发布后,阿里美股盘前股价直线“跳水”。</p>\n<p><img src=\"https://static.tigerbbs.com/5014ed9d8c961be250091276efaaefd6\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"></p>\n<p><b>主要业绩</b></p>\n<p><b>第二季度营收2,006.9亿元人民币,同比增加29%,市场预估2,061.7亿元人民币。</b></p>\n<p><b>第二季度调整后净利润285.2亿元人民币,同比减少39%。</b></p>\n<p>第二季度调整后息税折旧及摊销前利润348.4亿元人民币,同比减少27%,分析师预估401.9亿元人民币。</p>\n<p>第二季度调整后每ADS收益11.20元人民币,分析师预估12.37元人民币。</p>\n<p>阿里巴巴宣布调整收入指引,<b>预计2022财年的总收入同比增长为20%至23%,此前预计为30%</b>。阿里巴巴同时表示,公司将以长周期思维坚定投入社会发展所需,用高质量发展为生态健康和未来发展打开更大空间。</p>\n<p><b>业务表现</b></p>\n<p><b>截至9月30日季度,全球年度活跃消费者达到约12.4亿,全球消费者单季增长6200万;</b></p>\n<p>截至2021年9月30日止三个月,来自中国零售商业的收入为人民币1268.27亿元,相较2020年同期的人民币954.70亿元增长33%。</p>\n<p>截至2021年9月30日止12个月,中国零售市场及新零售业务的年度活跃消费者约8.63亿。</p>\n<p>截至2021年9月30日,阿里巴巴生态体系的全球年度活跃消费者达到约12.4亿,同比增加约6200万。其中9.53亿消费者来自中国市场,2.85亿消费者来自海外,反映了持续投入的结果。</p>\n<p>阿里云季度营收达200.07亿元,同比增长33%,超过市场预期的190.86亿。同时,阿里云历经十多年投入,实现稳定盈利。该季度内,经调整EBITA利润3.96亿元,是阿里云连续第四个季度实现盈利。</p>\n<p><b>股份回购</b></p>\n<p>阿里巴巴:于9月份季度,我们根据本公司的股份回购计划,以约5,147.5百万美元回购了约26.9百万股美国存托股(相等于约214.9百万股普通股)。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿里巴巴2022财年第二季度营收2006.9亿元,不及预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-11-18 19:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月18日(周四),<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>公布2022财年Q2财报。财报发布后,阿里美股盘前股价直线“跳水”。</p>\n<p><img src=\"https://static.tigerbbs.com/5014ed9d8c961be250091276efaaefd6\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"></p>\n<p><b>主要业绩</b></p>\n<p><b>第二季度营收2,006.9亿元人民币,同比增加29%,市场预估2,061.7亿元人民币。</b></p>\n<p><b>第二季度调整后净利润285.2亿元人民币,同比减少39%。</b></p>\n<p>第二季度调整后息税折旧及摊销前利润348.4亿元人民币,同比减少27%,分析师预估401.9亿元人民币。</p>\n<p>第二季度调整后每ADS收益11.20元人民币,分析师预估12.37元人民币。</p>\n<p>阿里巴巴宣布调整收入指引,<b>预计2022财年的总收入同比增长为20%至23%,此前预计为30%</b>。阿里巴巴同时表示,公司将以长周期思维坚定投入社会发展所需,用高质量发展为生态健康和未来发展打开更大空间。</p>\n<p><b>业务表现</b></p>\n<p><b>截至9月30日季度,全球年度活跃消费者达到约12.4亿,全球消费者单季增长6200万;</b></p>\n<p>截至2021年9月30日止三个月,来自中国零售商业的收入为人民币1268.27亿元,相较2020年同期的人民币954.70亿元增长33%。</p>\n<p>截至2021年9月30日止12个月,中国零售市场及新零售业务的年度活跃消费者约8.63亿。</p>\n<p>截至2021年9月30日,阿里巴巴生态体系的全球年度活跃消费者达到约12.4亿,同比增加约6200万。其中9.53亿消费者来自中国市场,2.85亿消费者来自海外,反映了持续投入的结果。</p>\n<p>阿里云季度营收达200.07亿元,同比增长33%,超过市场预期的190.86亿。同时,阿里云历经十多年投入,实现稳定盈利。该季度内,经调整EBITA利润3.96亿元,是阿里云连续第四个季度实现盈利。</p>\n<p><b>股份回购</b></p>\n<p>阿里巴巴:于9月份季度,我们根据本公司的股份回购计划,以约5,147.5百万美元回购了约26.9百万股美国存托股(相等于约214.9百万股普通股)。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"09988":"阿里巴巴-SW","BABA":"阿里巴巴"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167206707","content_text":"11月18日(周四),阿里巴巴公布2022财年Q2财报。财报发布后,阿里美股盘前股价直线“跳水”。\n\n主要业绩\n第二季度营收2,006.9亿元人民币,同比增加29%,市场预估2,061.7亿元人民币。\n第二季度调整后净利润285.2亿元人民币,同比减少39%。\n第二季度调整后息税折旧及摊销前利润348.4亿元人民币,同比减少27%,分析师预估401.9亿元人民币。\n第二季度调整后每ADS收益11.20元人民币,分析师预估12.37元人民币。\n阿里巴巴宣布调整收入指引,预计2022财年的总收入同比增长为20%至23%,此前预计为30%。阿里巴巴同时表示,公司将以长周期思维坚定投入社会发展所需,用高质量发展为生态健康和未来发展打开更大空间。\n业务表现\n截至9月30日季度,全球年度活跃消费者达到约12.4亿,全球消费者单季增长6200万;\n截至2021年9月30日止三个月,来自中国零售商业的收入为人民币1268.27亿元,相较2020年同期的人民币954.70亿元增长33%。\n截至2021年9月30日止12个月,中国零售市场及新零售业务的年度活跃消费者约8.63亿。\n截至2021年9月30日,阿里巴巴生态体系的全球年度活跃消费者达到约12.4亿,同比增加约6200万。其中9.53亿消费者来自中国市场,2.85亿消费者来自海外,反映了持续投入的结果。\n阿里云季度营收达200.07亿元,同比增长33%,超过市场预期的190.86亿。同时,阿里云历经十多年投入,实现稳定盈利。该季度内,经调整EBITA利润3.96亿元,是阿里云连续第四个季度实现盈利。\n股份回购\n阿里巴巴:于9月份季度,我们根据本公司的股份回购计划,以约5,147.5百万美元回购了约26.9百万股美国存托股(相等于约214.9百万股普通股)。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":877597771,"gmtCreate":1637940892420,"gmtModify":1638065080839,"author":{"id":"3488290838585951","authorId":"3488290838585951","authorIdStr":"3488290838585951","name":"七宗醉","avatar":"https://static.tigerbbs.com/6327546bce96ec8ed5bca351b1e662ee","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>感觉任何时候做空中概股都是正确的,持仓的 <a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BEST\">$百世集团(BEST)$</a> 跌跌不休,幸好也没补仓。倒是抄底<a target=\"_blank\" href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a> 这些,大跌这么多一下子又满血复活。还是坚定远离中概了,伤心我心可以,但不可以伤我钱包。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>感觉任何时候做空中概股都是正确的,持仓的 <a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BEST\">$百世集团(BEST)$</a> 跌跌不休,幸好也没补仓。倒是抄底<a target=\"_blank\" href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a> 这些,大跌这么多一下子又满血复活。还是坚定远离中概了,伤心我心可以,但不可以伤我钱包。","text":"$拼多多(PDD)$感觉任何时候做空中概股都是正确的,持仓的 $阿里巴巴(BABA)$ $百度(BIDU)$ $百世集团(BEST)$ 跌跌不休,幸好也没补仓。倒是抄底$Moderna, Inc.(MRNA)$ 这些,大跌这么多一下子又满血复活。还是坚定远离中概了,伤心我心可以,但不可以伤我钱包。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":59,"commentSize":11,"repostSize":1,"link":"https://laohu8.com/post/877597771","isVote":1,"tweetType":1,"viewCount":7850,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3453028654788838","authorId":"3453028654788838","authorIdStr":"3453028654788838","name":"美股零零七","avatar":"https://static.tigerbbs.com/4bf466fe6527dbebb7ecb1cfb6eb078b","crmLevel":2,"crmLevelSwitch":0},"content":"一顿操作猛如虎","text":"一顿操作猛如虎","html":"一顿操作猛如虎"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639215973,"gmtCreate":1643298930155,"gmtModify":1643324927707,"author":{"id":"3488290838585951","authorId":"3488290838585951","authorIdStr":"3488290838585951","name":"七宗醉","avatar":"https://static.tigerbbs.com/6327546bce96ec8ed5bca351b1e662ee","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>多少能入手,各位大神?","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>多少能入手,各位大神?","text":"$特斯拉(TSLA)$多少能入手,各位大神?","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":19,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/639215973","isVote":1,"tweetType":1,"viewCount":9591,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3485545353933176","authorId":"3485545353933176","authorIdStr":"3485545353933176","name":"小草123","avatar":"https://static.tigerbbs.com/cd878552f155de8b616b4af1199ec3cb","crmLevel":5,"crmLevelSwitch":1},"content":"我900开仓了4股,750会继续加8股,再跌到600加20。一路加呗,特斯拉又跑不掉。","text":"我900开仓了4股,750会继续加8股,再跌到600加20。一路加呗,特斯拉又跑不掉。","html":"我900开仓了4股,750会继续加8股,再跌到600加20。一路加呗,特斯拉又跑不掉。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692017991,"gmtCreate":1640791367064,"gmtModify":1640791422837,"author":{"id":"3488290838585951","authorId":"3488290838585951","authorIdStr":"3488290838585951","name":"七宗醉","avatar":"https://static.tigerbbs.com/6327546bce96ec8ed5bca351b1e662ee","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>美股有两个幻觉:一个是你以为大盘股高到不会涨了,另一个是你以为中概股低到不会跌了。<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>","listText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>美股有两个幻觉:一个是你以为大盘股高到不会涨了,另一个是你以为中概股低到不会跌了。<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>","text":"$滴滴(DIDI)$美股有两个幻觉:一个是你以为大盘股高到不会涨了,另一个是你以为中概股低到不会跌了。$苹果(AAPL)$$阿里巴巴(BABA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/692017991","isVote":1,"tweetType":1,"viewCount":7731,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568767702338736","authorId":"3568767702338736","authorIdStr":"3568767702338736","name":"skjfhdn","avatar":"https://static.tigerbbs.com/c55ecd408fadb198176c759d6ca7af74","crmLevel":7,"crmLevelSwitch":0},"content":"分析太到位了 还有一点 就是中概股从不跟大盘走 但是大盘一跌 马上跟跌[笑哭]","text":"分析太到位了 还有一点 就是中概股从不跟大盘走 但是大盘一跌 马上跟跌[笑哭]","html":"分析太到位了 还有一点 就是中概股从不跟大盘走 但是大盘一跌 马上跟跌[笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601439432,"gmtCreate":1638545654233,"gmtModify":1638545654233,"author":{"id":"3488290838585951","authorId":"3488290838585951","authorIdStr":"3488290838585951","name":"七宗醉","avatar":"https://static.tigerbbs.com/6327546bce96ec8ed5bca351b1e662ee","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>投降输一半可以吗?<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>投降输一半可以吗?<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>","text":"$阿里巴巴(BABA)$投降输一半可以吗?$百度(BIDU)$ $滴滴(DIDI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/601439432","isVote":1,"tweetType":1,"viewCount":5283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861761854,"gmtCreate":1632539226378,"gmtModify":1632539226378,"author":{"id":"3488290838585951","authorId":"3488290838585951","authorIdStr":"3488290838585951","name":"七宗醉","avatar":"https://static.tigerbbs.com/6327546bce96ec8ed5bca351b1e662ee","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> I believe this stock is near the end of this long correction as we approach W-5 of C. If W-1 = W-5 will be fulfilled we can expect $BABA to bottom around $140. From there it should start a multi-year bull run for W-3 of the largest degree.(转)","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> I believe this stock is near the end of this long correction as we approach W-5 of C. If W-1 = W-5 will be fulfilled we can expect $BABA to bottom around $140. From there it should start a multi-year bull run for W-3 of the largest degree.(转)","text":"$阿里巴巴(BABA)$ I believe this stock is near the end of this long correction as we approach W-5 of C. If W-1 = W-5 will be fulfilled we can expect $BABA to bottom around $140. From there it should start a multi-year bull run for W-3 of the largest degree.(转)","images":[{"img":"https://static.tigerbbs.com/4d501aba3c98b92e42b5d1aea7a16e15"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/861761854","isVote":1,"tweetType":1,"viewCount":11051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":955836230,"gmtCreate":1592361354120,"gmtModify":1704198993478,"author":{"id":"3488290838585951","authorId":"3488290838585951","authorIdStr":"3488290838585951","name":"七宗醉","avatar":"https://static.tigerbbs.com/6327546bce96ec8ed5bca351b1e662ee","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09997\">$康基医疗(09997)$</a>啥时候有额度?客服给句话。<a href=\"https://laohu8.com/S/06078\">$海吉亚医疗(06078)$</a>","listText":"<a href=\"https://laohu8.com/S/09997\">$康基医疗(09997)$</a>啥时候有额度?客服给句话。<a href=\"https://laohu8.com/S/06078\">$海吉亚医疗(06078)$</a>","text":"$康基医疗(09997)$啥时候有额度?客服给句话。$海吉亚医疗(06078)$","images":[{"img":"https://static.tigerbbs.com/4e91817ebb665d652654b55c32cd4f49","width":"500","height":"330"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/955836230","isVote":1,"tweetType":1,"viewCount":4224,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474404816075497","authorId":"3474404816075497","authorIdStr":"3474404816075497","name":"CJ","avatar":"https://static.tigerbbs.com/de2d0bfd1e568ed0ff516da527adfab3","crmLevel":3,"crmLevelSwitch":1},"content":"不会有额度了","text":"不会有额度了","html":"不会有额度了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":833068440,"gmtCreate":1629189969880,"gmtModify":1629189969880,"author":{"id":"3488290838585951","authorId":"3488290838585951","authorIdStr":"3488290838585951","name":"七宗醉","avatar":"https://static.tigerbbs.com/6327546bce96ec8ed5bca351b1e662ee","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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19:25","market":"hk","language":"zh","title":"阿里巴巴2022财年第二季度营收2006.9亿元,不及预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1167206707","media":"老虎资讯综合","summary":"预计2022财年的总收入同比增长为20%至23%,此前预计为30%。","content":"<p>11月18日(周四),<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>公布2022财年Q2财报。财报发布后,阿里美股盘前股价直线“跳水”。</p>\n<p><img src=\"https://static.tigerbbs.com/5014ed9d8c961be250091276efaaefd6\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"></p>\n<p><b>主要业绩</b></p>\n<p><b>第二季度营收2,006.9亿元人民币,同比增加29%,市场预估2,061.7亿元人民币。</b></p>\n<p><b>第二季度调整后净利润285.2亿元人民币,同比减少39%。</b></p>\n<p>第二季度调整后息税折旧及摊销前利润348.4亿元人民币,同比减少27%,分析师预估401.9亿元人民币。</p>\n<p>第二季度调整后每ADS收益11.20元人民币,分析师预估12.37元人民币。</p>\n<p>阿里巴巴宣布调整收入指引,<b>预计2022财年的总收入同比增长为20%至23%,此前预计为30%</b>。阿里巴巴同时表示,公司将以长周期思维坚定投入社会发展所需,用高质量发展为生态健康和未来发展打开更大空间。</p>\n<p><b>业务表现</b></p>\n<p><b>截至9月30日季度,全球年度活跃消费者达到约12.4亿,全球消费者单季增长6200万;</b></p>\n<p>截至2021年9月30日止三个月,来自中国零售商业的收入为人民币1268.27亿元,相较2020年同期的人民币954.70亿元增长33%。</p>\n<p>截至2021年9月30日止12个月,中国零售市场及新零售业务的年度活跃消费者约8.63亿。</p>\n<p>截至2021年9月30日,阿里巴巴生态体系的全球年度活跃消费者达到约12.4亿,同比增加约6200万。其中9.53亿消费者来自中国市场,2.85亿消费者来自海外,反映了持续投入的结果。</p>\n<p>阿里云季度营收达200.07亿元,同比增长33%,超过市场预期的190.86亿。同时,阿里云历经十多年投入,实现稳定盈利。该季度内,经调整EBITA利润3.96亿元,是阿里云连续第四个季度实现盈利。</p>\n<p><b>股份回购</b></p>\n<p>阿里巴巴:于9月份季度,我们根据本公司的股份回购计划,以约5,147.5百万美元回购了约26.9百万股美国存托股(相等于约214.9百万股普通股)。</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>阿里巴巴2022财年第二季度营收2006.9亿元,不及预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿里巴巴2022财年第二季度营收2006.9亿元,不及预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-11-18 19:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月18日(周四),<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>公布2022财年Q2财报。财报发布后,阿里美股盘前股价直线“跳水”。</p>\n<p><img src=\"https://static.tigerbbs.com/5014ed9d8c961be250091276efaaefd6\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"></p>\n<p><b>主要业绩</b></p>\n<p><b>第二季度营收2,006.9亿元人民币,同比增加29%,市场预估2,061.7亿元人民币。</b></p>\n<p><b>第二季度调整后净利润285.2亿元人民币,同比减少39%。</b></p>\n<p>第二季度调整后息税折旧及摊销前利润348.4亿元人民币,同比减少27%,分析师预估401.9亿元人民币。</p>\n<p>第二季度调整后每ADS收益11.20元人民币,分析师预估12.37元人民币。</p>\n<p>阿里巴巴宣布调整收入指引,<b>预计2022财年的总收入同比增长为20%至23%,此前预计为30%</b>。阿里巴巴同时表示,公司将以长周期思维坚定投入社会发展所需,用高质量发展为生态健康和未来发展打开更大空间。</p>\n<p><b>业务表现</b></p>\n<p><b>截至9月30日季度,全球年度活跃消费者达到约12.4亿,全球消费者单季增长6200万;</b></p>\n<p>截至2021年9月30日止三个月,来自中国零售商业的收入为人民币1268.27亿元,相较2020年同期的人民币954.70亿元增长33%。</p>\n<p>截至2021年9月30日止12个月,中国零售市场及新零售业务的年度活跃消费者约8.63亿。</p>\n<p>截至2021年9月30日,阿里巴巴生态体系的全球年度活跃消费者达到约12.4亿,同比增加约6200万。其中9.53亿消费者来自中国市场,2.85亿消费者来自海外,反映了持续投入的结果。</p>\n<p>阿里云季度营收达200.07亿元,同比增长33%,超过市场预期的190.86亿。同时,阿里云历经十多年投入,实现稳定盈利。该季度内,经调整EBITA利润3.96亿元,是阿里云连续第四个季度实现盈利。</p>\n<p><b>股份回购</b></p>\n<p>阿里巴巴:于9月份季度,我们根据本公司的股份回购计划,以约5,147.5百万美元回购了约26.9百万股美国存托股(相等于约214.9百万股普通股)。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"09988":"阿里巴巴-SW","BABA":"阿里巴巴"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167206707","content_text":"11月18日(周四),阿里巴巴公布2022财年Q2财报。财报发布后,阿里美股盘前股价直线“跳水”。\n\n主要业绩\n第二季度营收2,006.9亿元人民币,同比增加29%,市场预估2,061.7亿元人民币。\n第二季度调整后净利润285.2亿元人民币,同比减少39%。\n第二季度调整后息税折旧及摊销前利润348.4亿元人民币,同比减少27%,分析师预估401.9亿元人民币。\n第二季度调整后每ADS收益11.20元人民币,分析师预估12.37元人民币。\n阿里巴巴宣布调整收入指引,预计2022财年的总收入同比增长为20%至23%,此前预计为30%。阿里巴巴同时表示,公司将以长周期思维坚定投入社会发展所需,用高质量发展为生态健康和未来发展打开更大空间。\n业务表现\n截至9月30日季度,全球年度活跃消费者达到约12.4亿,全球消费者单季增长6200万;\n截至2021年9月30日止三个月,来自中国零售商业的收入为人民币1268.27亿元,相较2020年同期的人民币954.70亿元增长33%。\n截至2021年9月30日止12个月,中国零售市场及新零售业务的年度活跃消费者约8.63亿。\n截至2021年9月30日,阿里巴巴生态体系的全球年度活跃消费者达到约12.4亿,同比增加约6200万。其中9.53亿消费者来自中国市场,2.85亿消费者来自海外,反映了持续投入的结果。\n阿里云季度营收达200.07亿元,同比增长33%,超过市场预期的190.86亿。同时,阿里云历经十多年投入,实现稳定盈利。该季度内,经调整EBITA利润3.96亿元,是阿里云连续第四个季度实现盈利。\n股份回购\n阿里巴巴:于9月份季度,我们根据本公司的股份回购计划,以约5,147.5百万美元回购了约26.9百万股美国存托股(相等于约214.9百万股普通股)。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856676783,"gmtCreate":1635177210174,"gmtModify":1635177210174,"author":{"id":"3488290838585951","authorId":"3488290838585951","authorIdStr":"3488290838585951","name":"七宗醉","avatar":"https://static.tigerbbs.com/6327546bce96ec8ed5bca351b1e662ee","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>今晚特斯拉都得管你叫声“哥” <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>今晚特斯拉都得管你叫声“哥” <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"$小鹏汽车(XPEV)$今晚特斯拉都得管你叫声“哥” $特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/856676783","isVote":1,"tweetType":1,"viewCount":1886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}