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快乐金生

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IP属地：天津

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3主题

0勋章

05-10

$Phunware, Inc.(PHUN)$ 持股三年从未做空不断补仓

05-20

$Phunware, Inc.(PHUN)$

2022-12-05

$Phunware, Inc.(PHUN)$ 这票要套人几年呀？

2023-09-28

$第一共和银行(FRCB)$ 为什么不能买也不能卖呀

2023-03-24

$Phunware, Inc.(PHUN)$ 厉害！敢买就跌

2021-10-25

$Remark Media(MARK)$原来盘前暴涨的股票是小散一买就暴跌呀？

2020-02-11

$慧择控股(HUIZ)$ 哪位大咖知道，这里打新股万一中签了，怎么付款呀？

2020-01-17

$中国恒大(03333)$ 怎么一下子跌了2元？

2021-08-23

电商平台就那么几个，你不看好京东，你看好哪一个？或者拿数据横向对比一下各自优劣给大家看看，好吗？

京东：收入向“阳”而生，利润向“死”而去

2020-08-31

$中芯国际(00981)$如果真是洗盘，这种洗盘法感觉挺不厚道

2020-06-08

$开拓药业-B(09939)$中了签，上市当天不卖就被套吗？

2020-10-30

$中芯国际(00981)$涨也别买，涨一点就是为了套你。没有散户上当自己表演是割不到钱的。

03-22

$小鹏汽车(XPEV)$ 小鹏的飞行汽车到底什么时候能出呀多少钱一架呀

2020-11-19

$赫兹(HTZGQ)$几天没看退市了，好厉害!是不是一分钱都没有了。2.77买的

2020-02-12

$慧择控股(HUIZ)$ 申购800中了100，中签率12.5%

05-21

$蔚来(NIO)$ 怎么啦？一会儿就5.5变5.16?

2023-09-21

$耀世星辉(GSMG)$ 一直在一美元以下，会被强制退市吗

2021-10-22

为什么有两个美股? DWACU 和DWAC什么区别

特朗普突然成了华尔街“最靓的仔”，这事儿靠谱吗？

2021-02-16

终于100以上了！

抱歉，原内容已删除

2020-07-24

$中芯国际(00981)$建议小散涨点就卖，别跟他玩了，否则越套越深。

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分红居然是一美分","text":"$英伟达(NVDA)$ 骨价那么高为什么分红那么少啊？ 分红居然是一美分","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346123106935056","isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338470906155064,"gmtCreate":1723644448881,"gmtModify":1723644450940,"author":{"id":"3488483117770638","authorId":"3488483117770638","name":"快乐金生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3488483117770638","idStr":"3488483117770638"},"themes":[],"htmlText":"高股息的股票让人放心长期持有。","listText":"高股息的股票让人放心长期持有。","text":"高股息的股票让人放心长期持有。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338470906155064","isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337714781401488,"gmtCreate":1723470452546,"gmtModify":1723470454421,"author":{"id":"3488483117770638","authorId":"3488483117770638","name":"快乐金生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3488483117770638","idStr":"3488483117770638"},"themes":[],"htmlText":"没明白什么意思？ 难道说这股票 因为散户买了几百股就被空军盯上了？","listText":"没明白什么意思？ 难道说这股票 因为散户买了几百股就被空军盯上了？","text":"没明白什么意思？ 难道说这股票 因为散户买了几百股就被空军盯上了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337714781401488","repostId":"2458588377","repostType":2,"repost":{"id":"2458588377","pubTimestamp":1723153504,"share":"https://www.laohu8.com/m/news/2458588377?lang=&edition=full","pubTime":"2024-08-09 05:45","market":"us","language":"en","title":"Diversified Energy Company PLC (DEC) Increases Yet Falls Behind Market: What Investors Need to Know","url":"https://stock-news.laohu8.com/highlight/detail?id=2458588377","media":"Zacks","summary":"Diversified Energy Company PLC  closed the latest trading day at $13.84, indicating a +0.8% change from the previous session's end. This change lagged the S&P 500's 2.3% gain on the day. On the other hand, the Dow registered a gain of 1.76%, and the technology-centric Nasdaq increased by 2.87%.The gas and oil production company's stock has dropped by 5.31% in the past month, falling short of the Oils-Energy sector's loss of 4.12% and outpacing the S&P 500's loss of 6.5%.The upcoming earnings release of Diversified Energy Company PLC will be of great interest to investors. The company's earnings report is expected on August 15, 2024.DEC's full-year Zacks Consensus Estimates are calling for earnings of $1.99 per share and revenue of $926.53 million. These results would represent year-over-year changes of +35.37% and +6.71%, respectively.It's also important for investors to be aware of any recent modifications to analyst estimates for Diversified Energy Company PLC. 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These results would represent year-over-year changes of +35.37% and +6.71%, respectively.</p>\n<p>It's also important for investors to be aware of any recent modifications to analyst estimates for Diversified Energy Company PLC. Recent revisions tend to reflect the latest near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the company's business outlook.</p>\n<p>Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.</p>\n<p>The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 19.92% increase. Diversified Energy Company PLC is currently sporting a Zacks Rank of #3 (Hold).</p>\n<p>With respect to valuation, Diversified Energy Company PLC is currently being traded at a Forward P/E ratio of 6.91. This signifies a discount in comparison to the average Forward P/E of 20.92 for its industry.</p>\n<p>The Alternative Energy - Other industry is part of the Oils-Energy sector. Currently, this industry holds a Zacks Industry Rank of 153, positioning it in the bottom 40% of all 250+ industries.</p>\n<p>The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.</p>\n<p>Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.</p>\n<p>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report</p>\n<p>Diversified Energy Company PLC (DEC) : Free Stock Analysis Report</p>\n<p>To read this article on Zacks.com click here.</p>\n<p>Zacks Investment Research</p></body></html>","source":"yahoofinance","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>Diversified Energy Company PLC (DEC) Increases Yet Falls Behind Market: What Investors Need to Know</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\">\nDiversified Energy Company PLC (DEC) Increases Yet Falls Behind Market: What Investors Need to Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-09 05:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/diversified-energy-company-plc-dec-214504434.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Diversified Energy Company PLC (DEC) closed the latest trading day at $13.84, indicating a +0.8% change from the previous session's end. This change lagged the S&P 500's 2.3% gain on the day. On the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/diversified-energy-company-plc-dec-214504434.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/QOfludHza1dTKV8R6Coeiw--~B/aD02MDE7dz05MDA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/48ad4265c55e3ba7a1fb9148d6e717d9","relate_stocks":{"ISBC":"投资者银行","BK4213":"石油与天然气的勘探与生产","BK4211":"区域性银行","DEC":"DIVERSIFIED ENERGY COMPANY PLC"},"source_url":"https://finance.yahoo.com/news/diversified-energy-company-plc-dec-214504434.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2458588377","content_text":"Diversified Energy Company PLC (DEC) closed the latest trading day at $13.84, indicating a +0.8% change from the previous session's end. This change lagged the S&P 500's 2.3% gain on the day. On the other hand, the Dow registered a gain of 1.76%, and the technology-centric Nasdaq increased by 2.87%.\nThe gas and oil production company's stock has dropped by 5.31% in the past month, falling short of the Oils-Energy sector's loss of 4.12% and outpacing the S&P 500's loss of 6.5%.\nThe upcoming earnings release of Diversified Energy Company PLC will be of great interest to investors. The company's earnings report is expected on August 15, 2024.\nDEC's full-year Zacks Consensus Estimates are calling for earnings of $1.99 per share and revenue of $926.53 million. These results would represent year-over-year changes of +35.37% and +6.71%, respectively.\nIt's also important for investors to be aware of any recent modifications to analyst estimates for Diversified Energy Company PLC. Recent revisions tend to reflect the latest near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the company's business outlook.\nOur research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.\nThe Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 19.92% increase. Diversified Energy Company PLC is currently sporting a Zacks Rank of #3 (Hold).\nWith respect to valuation, Diversified Energy Company PLC is currently being traded at a Forward P/E ratio of 6.91. This signifies a discount in comparison to the average Forward P/E of 20.92 for its industry.\nThe Alternative Energy - Other industry is part of the Oils-Energy sector. Currently, this industry holds a Zacks Industry Rank of 153, positioning it in the bottom 40% of all 250+ industries.\nThe Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.\nKeep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\nDiversified Energy Company PLC (DEC) : Free Stock Analysis Report\nTo read this article on Zacks.com click here.\nZacks Investment Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323551138291984,"gmtCreate":1720014202976,"gmtModify":1720014204272,"author":{"id":"3488483117770638","authorId":"3488483117770638","name":"快乐金生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3488483117770638","idStr":"3488483117770638"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$ </a> 来回好几次了，他好像过不了23， 怪怪的","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$ </a> 来回好几次了，他好像过不了23， 怪怪的","text":"$Marathon Digital Holdings Inc(MARA)$ 来回好几次了，他好像过不了23， 怪怪的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323551138291984","isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310682885980296,"gmtCreate":1716877808706,"gmtModify":1716877810647,"author":{"id":"3488483117770638","authorId":"3488483117770638","name":"快乐金生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3488483117770638","idStr":"3488483117770638"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSMG\">$耀世星辉(GSMG)$ </a> 改了名字也是骗子公司","listText":"<a href=\"https://laohu8.com/S/GSMG\">$耀世星辉(GSMG)$ </a> 改了名字也是骗子公司","text":"$耀世星辉(GSMG)$ 改了名字也是骗子公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310682885980296","isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308353415340328,"gmtCreate":1716303436952,"gmtModify":1716303438648,"author":{"id":"3488483117770638","authorId":"3488483117770638","name":"快乐金生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3488483117770638","idStr":"3488483117770638"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 怎么啦？ 一会儿就5.5变5.16?","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 怎么啦？ 一会儿就5.5变5.16?","text":"$蔚来(NIO)$ 怎么啦？ 一会儿就5.5变5.16?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/308353415340328","isVote":1,"tweetType":1,"viewCount":1191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308352726704424,"gmtCreate":1716303268828,"gmtModify":1716303270379,"author":{"id":"3488483117770638","authorId":"3488483117770638","name":"快乐金生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3488483117770638","idStr":"3488483117770638"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$ </a> 出好消息，为什么股价下调呀？","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$ </a> 出好消息，为什么股价下调呀？","text":"$Marathon Digital Holdings Inc(MARA)$ 出好消息，为什么股价下调呀？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308352726704424","isVote":1,"tweetType":1,"viewCount":647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307900544213008,"gmtCreate":1716193013315,"gmtModify":1716193016013,"author":{"id":"3488483117770638","authorId":"3488483117770638","name":"快乐金生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3488483117770638","idStr":"3488483117770638"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PHUN\">$Phunware, Inc.(PHUN)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/PHUN\">$Phunware, Inc.(PHUN)$ </a>&nbsp;","text":"$Phunware, Inc.(PHUN)$","images":[{"img":"https://static.tigerbbs.com/55e0e20bf45f1d265294aca67b7cb4ae","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/307900544213008","isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":304405126455296,"gmtCreate":1715352242335,"gmtModify":1715352243755,"author":{"id":"3488483117770638","authorId":"3488483117770638","name":"快乐金生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3488483117770638","idStr":"3488483117770638"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PHUN\">$Phunware, Inc.(PHUN)$ </a> 持股三年从未做空不断补仓","listText":"<a href=\"https://laohu8.com/S/PHUN\">$Phunware, Inc.(PHUN)$ </a> 持股三年从未做空不断补仓","text":"$Phunware, Inc.(PHUN)$ 持股三年从未做空不断补仓","images":[{"img":"https://static.tigerbbs.com/2fec1739f4199a8453956867ad857401","width":"850","height":"484"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/304405126455296","isVote":1,"tweetType":1,"viewCount":1640,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4170648728014932","authorId":"4170648728014932","name":"CallumChan","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4170648728014932","idStr":"4170648728014932"},"content":"老川帮你做空","text":"老川帮你做空","html":"老川帮你做空"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":304404749947064,"gmtCreate":1715352078625,"gmtModify":1715352080575,"author":{"id":"3488483117770638","authorId":"3488483117770638","name":"快乐金生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3488483117770638","idStr":"3488483117770638"},"themes":[],"htmlText":"持股三年，从未做空，不断补仓，希望奇迹！","listText":"持股三年，从未做空，不断补仓，希望奇迹！","text":"持股三年，从未做空，不断补仓，希望奇迹！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304404749947064","repostId":"304399478104224","repostType":1,"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304369731366976,"gmtCreate":1715343520898,"gmtModify":1715343522751,"author":{"id":"3488483117770638","authorId":"3488483117770638","name":"快乐金生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3488483117770638","idStr":"3488483117770638"},"themes":[],"htmlText":"疫情不是早就结束了吗？&nbsp;","listText":"疫情不是早就结束了吗？&nbsp;","text":"疫情不是早就结束了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304369731366976","repostId":"2434844398","repostType":2,"repost":{"id":"2434844398","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1715338729,"share":"https://www.laohu8.com/m/news/2434844398?lang=&edition=full","pubTime":"2024-05-10 18:58","market":"us","language":"en","title":"Novavax Stock Rockets over 200% as It Signs COVID-19 License Deal with Sanofi, Removes Doubt About Business Viability","url":"https://stock-news.laohu8.com/highlight/detail?id=2434844398","media":"Reuters","summary":"(Reuters) - Novavax on Friday erased doubts about its ability to remain in business and struck a licensing deal worth up to $1.2 billion with $Sanofi(GCVRZ)$ for COVID-19 vaccines in exchange for a st","content":"<html><head></head><body><p>(Reuters) - Novavax on Friday erased doubts about its ability to remain in business and struck a licensing deal worth up to $1.2 billion with <a href=\"https://laohu8.com/S/GCVRZ\">Sanofi</a> for COVID-19 vaccines in exchange for a stake that doubles the U.S. drugmaker&#39;s market value.</p><p>Novavax’s U.S.-listed shares soared over 202% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b48e5547ae5b5695bb762a993b997e33\" tg-width=\"780\" tg-height=\"633\"/></p><p>In February last year, Novavax raised doubts about its business viability after missing out on the COVID-19 vaccine windfall due to manufacturing issues that delayed filing for regulatory approval. Its COVID shot got U.S. approval in July 2022, long after Pfizer and Moderna were in use.</p><p>Novavax said it would co-commercialize its COVID-19 vaccine with French drugmaker Sanofi and develop new COVID-19-influenza combination vaccines using Novavax&#39;s Matrix-M adjuvant.</p><p>Sanofi will pay Novavax $500 million upfront and up to $700 million in development, regulatory and launch milestones, the companies said. Novavax will also get double-digit percentage royalty payments on sales of its COVID-19 and flu-COVID-19 combination vaccines.</p><p>Sanofi will take a 4.9% stake in the U.S. drugmaker for $70 million. That values Novavax at about $1.4 billion, nearly double its market capitalisation of about $628 million as of Thursday but a far cry from its peak of $20 billion in 2021.</p><p>&#34;We&#39;re excited by the prospect of combining Novavax&#39;s adjuvanted COVID-19 vaccine that has shown high efficacy and favorable tolerability, with our rich portfolio of differentiated flu vaccines (...)&#34;, Sanofi&#39;s head of vaccines R&amp;D, Jean-Francois Toussaint, said in a statement.</p><p>Novavax also reported that its net loss narrowed to $148 million in the first quarter from $294 million in the year-ago period.</p><p>Its revenue rose to $94 million from $81 million and the company said it expects full-year revenue of $400 million to $600 million.</p><p>Novavax also said plans to reduce 2025 research and development expenses to below $500 million, a portion of which it expects to recover from Sanofi under their deal. (Reporting by Tassilo Hummel; Reporting by Shubham Kalia and Utkarsh Shetti in Bangalore; Editing by Benoit Van Overstraeten and Savio D&#39;Souza)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Novavax Stock Rockets over 200% as It Signs COVID-19 License Deal with Sanofi, Removes Doubt About Business Viability</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\">\nNovavax Stock Rockets over 200% as It Signs COVID-19 License Deal with Sanofi, Removes Doubt About Business Viability\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-05-10 18:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Novavax on Friday erased doubts about its ability to remain in business and struck a licensing deal worth up to $1.2 billion with <a href=\"https://laohu8.com/S/GCVRZ\">Sanofi</a> for COVID-19 vaccines in exchange for a stake that doubles the U.S. drugmaker&#39;s market value.</p><p>Novavax’s U.S.-listed shares soared over 202% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b48e5547ae5b5695bb762a993b997e33\" tg-width=\"780\" tg-height=\"633\"/></p><p>In February last year, Novavax raised doubts about its business viability after missing out on the COVID-19 vaccine windfall due to manufacturing issues that delayed filing for regulatory approval. Its COVID shot got U.S. approval in July 2022, long after Pfizer and Moderna were in use.</p><p>Novavax said it would co-commercialize its COVID-19 vaccine with French drugmaker Sanofi and develop new COVID-19-influenza combination vaccines using Novavax&#39;s Matrix-M adjuvant.</p><p>Sanofi will pay Novavax $500 million upfront and up to $700 million in development, regulatory and launch milestones, the companies said. Novavax will also get double-digit percentage royalty payments on sales of its COVID-19 and flu-COVID-19 combination vaccines.</p><p>Sanofi will take a 4.9% stake in the U.S. drugmaker for $70 million. That values Novavax at about $1.4 billion, nearly double its market capitalisation of about $628 million as of Thursday but a far cry from its peak of $20 billion in 2021.</p><p>&#34;We&#39;re excited by the prospect of combining Novavax&#39;s adjuvanted COVID-19 vaccine that has shown high efficacy and favorable tolerability, with our rich portfolio of differentiated flu vaccines (...)&#34;, Sanofi&#39;s head of vaccines R&amp;D, Jean-Francois Toussaint, said in a statement.</p><p>Novavax also reported that its net loss narrowed to $148 million in the first quarter from $294 million in the year-ago period.</p><p>Its revenue rose to $94 million from $81 million and the company said it expects full-year revenue of $400 million to $600 million.</p><p>Novavax also said plans to reduce 2025 research and development expenses to below $500 million, a portion of which it expects to recover from Sanofi under their deal. (Reporting by Tassilo Hummel; Reporting by Shubham Kalia and Utkarsh Shetti in Bangalore; Editing by Benoit Van Overstraeten and Savio D&#39;Souza)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/1-frances-sanofi-covid-19-061951520.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2434844398","content_text":"(Reuters) - Novavax on Friday erased doubts about its ability to remain in business and struck a licensing deal worth up to $1.2 billion with Sanofi for COVID-19 vaccines in exchange for a stake that doubles the U.S. drugmaker's market value.Novavax’s U.S.-listed shares soared over 202% in premarket trading.In February last year, Novavax raised doubts about its business viability after missing out on the COVID-19 vaccine windfall due to manufacturing issues that delayed filing for regulatory approval. Its COVID shot got U.S. approval in July 2022, long after Pfizer and Moderna were in use.Novavax said it would co-commercialize its COVID-19 vaccine with French drugmaker Sanofi and develop new COVID-19-influenza combination vaccines using Novavax's Matrix-M adjuvant.Sanofi will pay Novavax $500 million upfront and up to $700 million in development, regulatory and launch milestones, the companies said. Novavax will also get double-digit percentage royalty payments on sales of its COVID-19 and flu-COVID-19 combination vaccines.Sanofi will take a 4.9% stake in the U.S. drugmaker for $70 million. That values Novavax at about $1.4 billion, nearly double its market capitalisation of about $628 million as of Thursday but a far cry from its peak of $20 billion in 2021.\"We're excited by the prospect of combining Novavax's adjuvanted COVID-19 vaccine that has shown high efficacy and favorable tolerability, with our rich portfolio of differentiated flu vaccines (...)\", Sanofi's head of vaccines R&D, Jean-Francois Toussaint, said in a statement.Novavax also reported that its net loss narrowed to $148 million in the first quarter from $294 million in the year-ago period.Its revenue rose to $94 million from $81 million and the company said it expects full-year revenue of $400 million to $600 million.Novavax also said plans to reduce 2025 research and development expenses to below $500 million, a portion of which it expects to recover from Sanofi under their deal. (Reporting by Tassilo Hummel; Reporting by Shubham Kalia and Utkarsh Shetti in Bangalore; Editing by Benoit Van Overstraeten and Savio D'Souza)","news_type":1},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300573587263568,"gmtCreate":1714401672428,"gmtModify":1714401676458,"author":{"id":"3488483117770638","authorId":"3488483117770638","name":"快乐金生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3488483117770638","idStr":"3488483117770638"},"themes":[],"htmlText":"你没有提供， 那你丧失了一个好大的机会呀","listText":"你没有提供， 那你丧失了一个好大的机会呀","text":"你没有提供， 那你丧失了一个好大的机会呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300573587263568","repostId":"2430509038","repostType":2,"repost":{"id":"2430509038","pubTimestamp":1714291270,"share":"https://www.laohu8.com/m/news/2430509038?lang=&edition=full","pubTime":"2024-04-28 16:01","market":"us","language":"zh","title":"宝武镁业：公司没有向亿航智能提供镁合金产品","url":"https://stock-news.laohu8.com/highlight/detail?id=2430509038","media":"证券之星","summary":"证券之星消息，宝武镁业(002182)04月28日在投资者关系平台上答复投资者关心的问题。投资者：董秘您好！请问我们公司有向亿航智能提供镁合金产品吗？宝武镁业董秘：您好，公司没有向亿航智能提供镁合金产品，谢谢。以上内容由证券之星根据公开信息整理，由算法生成（网信算备310104345710301240019号），与本站立场无关，如数据存在问题请联系我们。本文为数据整理，不对您构成任何投资建议，投资有风险，请谨慎决策。","content":"<html><body><article><p>证券之星消息，<a href=\"https://laohu8.com/S/002182\">宝武镁业</a>(002182)04月28日在投资者关系平台上答复投资者关心的问题。</p><p><strong>投资者：</strong>董秘您好！请问我们公司有向亿航智能提供镁合金产品吗？</p><p><strong>宝武镁业董秘：</strong>您好，公司没有向亿航智能提供镁合金产品，谢谢。</p><p>以上内容由证券之星根据公开信息整理，由算法生成（网信算备310104345710301240019号），与本站立场无关，如数据存在问题请联系我们。本文为数据整理，不对您构成任何投资建议，投资有风险，请谨慎决策。</p></article></body></html>","source":"tencent","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>宝武镁业：公司没有向亿航智能提供镁合金产品</title>\n<style 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}\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宝武镁业：公司没有向亿航智能提供镁合金产品\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-28 16:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404281603218b5d185f&s=b><strong>证券之星</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>证券之星消息，宝武镁业(002182)04月28日在投资者关系平台上答复投资者关心的问题。投资者：董秘您好！请问我们公司有向亿航智能提供镁合金产品吗？宝武镁业董秘：您好，公司没有向亿航智能提供镁合金产品，谢谢。以上内容由证券之星根据公开信息整理，由算法生成（网信算备310104345710301240019号），与本站立场无关，如数据存在问题请联系我们。本文为数据整理，不对您构成任何投资建议，投资...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404281603218b5d185f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EH":"亿航智能","BK4187":"航天航空与国防"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404281603218b5d185f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2430509038","content_text":"证券之星消息，宝武镁业(002182)04月28日在投资者关系平台上答复投资者关心的问题。投资者：董秘您好！请问我们公司有向亿航智能提供镁合金产品吗？宝武镁业董秘：您好，公司没有向亿航智能提供镁合金产品，谢谢。以上内容由证券之星根据公开信息整理，由算法生成（网信算备310104345710301240019号），与本站立场无关，如数据存在问题请联系我们。本文为数据整理，不对您构成任何投资建议，投资有风险，请谨慎决策。","news_type":1},"isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291184867795232,"gmtCreate":1712115943003,"gmtModify":1712115945716,"author":{"id":"3488483117770638","authorId":"3488483117770638","name":"快乐金生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3488483117770638","idStr":"3488483117770638"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02125\">$稻草熊娱乐(02125)$ </a> 今天为什么跌这么多出什么事儿了吗","listText":"<a href=\"https://laohu8.com/S/02125\">$稻草熊娱乐(02125)$ </a> 今天为什么跌这么多出什么事儿了吗","text":"$稻草熊娱乐(02125)$ 今天为什么跌这么多出什么事儿了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291184867795232","isVote":1,"tweetType":1,"viewCount":704,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289241862320456,"gmtCreate":1711638590470,"gmtModify":1711638592138,"author":{"id":"3488483117770638","authorId":"3488483117770638","name":"快乐金生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3488483117770638","idStr":"3488483117770638"},"themes":[],"htmlText":"惨不忍睹","listText":"惨不忍睹","text":"惨不忍睹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/289241862320456","isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289166057672848,"gmtCreate":1711620219103,"gmtModify":1711620220151,"author":{"id":"3488483117770638","authorId":"3488483117770638","name":"快乐金生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3488483117770638","idStr":"3488483117770638"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZSHGY\">$中升控股ADR(ZSHGY)$ </a> 没有买卖，自己定价？","listText":"<a href=\"https://laohu8.com/S/ZSHGY\">$中升控股ADR(ZSHGY)$ </a> 没有买卖，自己定价？","text":"$中升控股ADR(ZSHGY)$ 没有买卖，自己定价？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/289166057672848","isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288884731560224,"gmtCreate":1711552948467,"gmtModify":1711552950372,"author":{"id":"3488483117770638","authorId":"3488483117770638","name":"快乐金生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3488483117770638","idStr":"3488483117770638"},"themes":[],"htmlText":"&nbsp;能不能涨70%多没人知道， 但三年让人亏了80%却是事实。","listText":"&nbsp;能不能涨70%多没人知道， 但三年让人亏了80%却是事实。","text":"能不能涨70%多没人知道， 但三年让人亏了80%却是事实。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288884731560224","repostId":"2422126547","repostType":2,"repost":{"id":"2422126547","pubTimestamp":1711374907,"share":"https://www.laohu8.com/m/news/2422126547?lang=&edition=full","pubTime":"2024-03-25 21:55","market":"us","language":"en","title":"Wall Street Analysts See a 71.71% Upside in Phunware (PHUN): Can the Stock Really Move This High?","url":"https://stock-news.laohu8.com/highlight/detail?id=2422126547","media":"Zacks","summary":"Shares of Phunware  have gained 0.4% over the past four weeks to close the last trading session at $9.51, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $16.33 indicates a potential upside of 71.7%.The mean estimate comprises three short-term price targets with a standard deviation of $4.04. While the lowest estimate of $12 indicates a 26.2% increase from the current price level, the most optimistic analyst expects the stock to surge 110.3% to reach $20. It's very important to note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always b","content":"<html><body><p>Shares of <b>Phunware</b> (PHUN) have gained 0.4% over the past four weeks to close the last trading session at $9.51, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $16.33 indicates a potential upside of 71.7%.</p>\n<p>The mean estimate comprises three short-term price targets with a standard deviation of $4.04. While the lowest estimate of $12 indicates a 26.2% increase from the current price level, the most optimistic analyst expects the stock to surge 110.3% to reach $20. It's very important to note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.</p>\n<p>While the consensus price target is highly sought after by investors, the ability and unbiasedness of analysts in setting price targets have long been questionable. And investors making investment decisions solely based on this tool would arguably do themselves a disservice.</p>\n<p>But, for PHUN, an impressive average price target is not the only indicator of a potential upside. Strong agreement among analysts about the company's ability to report better earnings than they predicted earlier strengthens this view. While a positive trend in earnings estimate revisions doesn't gauge how much a stock could gain, it has proven to be powerful in predicting an upside.</p>\n<p><b>Here's What You May Not Know About Analysts' Price Targets</b></p>\n<p>According to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.</p>\n<p>While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?</p>\n<p>They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.</p>\n<p>However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.</p>\n<p>That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.</p>\n<p><b>Why PHUN Could Witness a Solid Upside</b></p>\n<p>There has been increasing optimism among analysts lately about the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher. And that could be a legitimate reason to expect an upside in the stock. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.</p>\n<p>Over the last 30 days, the Zacks Consensus Estimate for the current year has increased 68.9%, as three estimates have moved higher compared to no negative revision.</p>\n<p>Moreover, PHUN currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than the 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here &gt;&gt;&gt;&gt;</p>\n<p>Therefore, while the consensus price target may not be a reliable indicator of how much PHUN could gain, the direction of price movement it implies does appear to be a good guide.</p>\n<p>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report</p>\n<p>Phunware (PHUN) : Free Stock Analysis Report</p>\n<p>To read this article on Zacks.com click here.</p>\n<p>Zacks Investment Research</p></body></html>","source":"yahoofinance","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>Wall Street Analysts See a 71.71% Upside in Phunware (PHUN): Can the Stock Really Move This High?</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\">\nWall Street Analysts See a 71.71% Upside in Phunware (PHUN): Can the Stock Really Move This High?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-25 21:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/wall-street-analysts-see-71-135507250.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Phunware (PHUN) have gained 0.4% over the past four weeks to close the last trading session at $9.51, but there could still be a solid upside left in the stock if short-term price targets of...</p>\n\n<a href=\"https://finance.yahoo.com/news/wall-street-analysts-see-71-135507250.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/aMCT_Lh5K9xNn9.QUdX03w--~B/aD01ODc7dz05MDA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/17a4db66bb13bdabcbf848550a6ea15a","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/wall-street-analysts-see-71-135507250.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2422126547","content_text":"Shares of Phunware (PHUN) have gained 0.4% over the past four weeks to close the last trading session at $9.51, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $16.33 indicates a potential upside of 71.7%.\nThe mean estimate comprises three short-term price targets with a standard deviation of $4.04. While the lowest estimate of $12 indicates a 26.2% increase from the current price level, the most optimistic analyst expects the stock to surge 110.3% to reach $20. It's very important to note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.\nWhile the consensus price target is highly sought after by investors, the ability and unbiasedness of analysts in setting price targets have long been questionable. And investors making investment decisions solely based on this tool would arguably do themselves a disservice.\nBut, for PHUN, an impressive average price target is not the only indicator of a potential upside. Strong agreement among analysts about the company's ability to report better earnings than they predicted earlier strengthens this view. While a positive trend in earnings estimate revisions doesn't gauge how much a stock could gain, it has proven to be powerful in predicting an upside.\nHere's What You May Not Know About Analysts' Price Targets\nAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.\nWhile Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?\nThey usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.\nHowever, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.\nThat said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.\nWhy PHUN Could Witness a Solid Upside\nThere has been increasing optimism among analysts lately about the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher. And that could be a legitimate reason to expect an upside in the stock. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.\nOver the last 30 days, the Zacks Consensus Estimate for the current year has increased 68.9%, as three estimates have moved higher compared to no negative revision.\nMoreover, PHUN currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than the 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>\nTherefore, while the consensus price target may not be a reliable indicator of how much PHUN could gain, the direction of price movement it implies does appear to be a good guide.\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. 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Media(MARK)$原来盘前暴涨的股票是小散一买就暴跌呀？","images":[{"img":"https://static.tigerbbs.com/ca6c0298905a15c75848906c080f6dfd","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/856144401","isVote":1,"tweetType":1,"viewCount":4018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":914584458,"gmtCreate":1581404222974,"gmtModify":1704344051198,"author":{"id":"3488483117770638","authorId":"3488483117770638","name":"快乐金生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488483117770638","authorIdStr":"3488483117770638"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HUIZ\">$慧择控股(HUIZ)$</a>&nbsp;哪位大咖知道，这里打新股万一中签了，怎么付款呀？","listText":"<a href=\"https://laohu8.com/S/HUIZ\">$慧择控股(HUIZ)$</a>&nbsp;哪位大咖知道，这里打新股万一中签了，怎么付款呀？","text":"$慧择控股(HUIZ)$ 哪位大咖知道，这里打新股万一中签了，怎么付款呀？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/914584458","isVote":1,"tweetType":1,"viewCount":5267,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493917062513791","authorId":"3493917062513791","name":"Amigo_Amiga","avatar":"https://static.tigerbbs.com/b722422ba77bb8478f70f52160ae50d4","crmLevel":2,"crmLevelSwitch":1,"idStr":"3493917062513791","authorIdStr":"3493917062513791"},"content":"自动在你账户上扣钱","text":"自动在你账户上扣钱","html":"自动在你账户上扣钱"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":916390820,"gmtCreate":1579225147060,"gmtModify":1704339325179,"author":{"id":"3488483117770638","authorId":"3488483117770638","name":"快乐金生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488483117770638","authorIdStr":"3488483117770638"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03333\">$中国恒大(03333)$</a>&nbsp;怎么一下子跌了2元？","listText":"<a href=\"https://laohu8.com/S/03333\">$中国恒大(03333)$</a>&nbsp;怎么一下子跌了2元？","text":"$中国恒大(03333)$ 怎么一下子跌了2元？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/916390820","isVote":1,"tweetType":1,"viewCount":1125,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":835572502,"gmtCreate":1629729274606,"gmtModify":1629729274606,"author":{"id":"3488483117770638","authorId":"3488483117770638","name":"快乐金生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488483117770638","authorIdStr":"3488483117770638"},"themes":[],"htmlText":"电商平台就那么几个，你不看好京东，你看好哪一个？或者拿数据横向对比一下各自优劣给大家看看，好吗？","listText":"电商平台就那么几个，你不看好京东，你看好哪一个？或者拿数据横向对比一下各自优劣给大家看看，好吗？","text":"电商平台就那么几个，你不看好京东，你看好哪一个？或者拿数据横向对比一下各自优劣给大家看看，好吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/835572502","repostId":"1166730024","repostType":2,"repost":{"id":"1166730024","pubTimestamp":1629726324,"share":"https://www.laohu8.com/m/news/1166730024?lang=&edition=full","pubTime":"2021-08-23 21:45","market":"us","language":"zh","title":"京东：收入向“阳”而生，利润向“死”而去","url":"https://stock-news.laohu8.com/highlight/detail?id=1166730024","media":"海豚投研","summary":"京东于北京时间8月23日美股盘前发布了2021年第二季度财报：\na.收入实现了2538亿元，同比在行业增速只有13%的情况下它达到了26%，又又又超出了市场预期2485亿；\nb.同时，用户数还在高增长","content":"<p><a href=\"https://laohu8.com/S/JD\">京东</a>于北京时间8月23日美股盘前发布了2021年第二季度财报：</p>\n<p>a.收入实现了2538亿元，同比在行业增速只有13%的情况下它达到了26%，又又又超出了市场预期2485亿；</p>\n<p>b.同时，用户数还在高增长，截止6月底，年活买家数基本达到了5.32亿，单净增3200万，稍超海豚君的预期；</p>\n<p>c.但可惜的是，2538亿的巨额收入中换来了区区3亿经营利润，<b>不足以比京东收入中四舍五入的尾数</b>，同时明显低于市场预期的17.2亿，经营利润率0.1%。相比之下，去年同期在政府社保减免加持下，经营利润可是足足有50亿元。</p>\n<p>d.调整后的净利润46亿，虽说高于市场预期35亿，但基本是靠股权激励调出来的超预期，在海豚君看来，股权激励虽然不带来现金流出，但却是实实在在的开支，调整后的利润并不具有特别强的参考性。</p>\n<p><b>整体上，京东这两个季度业绩表现出了惊人的一致性：收入向“阳”而生，利润向“死”而去。</b></p>\n<p>之前，海豚君今年早些时候就通过一篇电商板块的综述《2021，互联网电商的“全面战争”》判断，由于行业竞争环境恶化，投资上基本是电商投资机会的小年。</p>\n<p>对于这个季度，海豚君已知京东收入是传统电商玩家的一抹亮色，只是对它的利润还抱有一丝幻想，毕竟面对已经逐步没了耐性的投资者，京东这两年一直讲要做高度自律的投入，保证收入和利润能够双线成长，但显然这个季度，京东的利润很难让人提起兴致。</p>\n<p><b>而归根利润较差的原因，大概率无外乎三个原因：</b></p>\n<ul>\n <li><p>撒给用户/商户，指向同行竞争恶化；</p></li>\n <li><p>撒给员工，大概是响应号召，带动员工共富（具体见下文分析）；</p></li>\n <li><p>物流投入，人群下沉。</p></li>\n</ul>\n<p>但这两个因素，看起来并非短期可以改善的样子，虽说社区团购投入三季度可能有所缓解，但今明年来看，市场环境依然是恶化状态。</p>\n<p><b>当然，放眼国内今年的整个电商板块，至少京东投入了，还能让收入增长起来，用户净增也不错，非要矮子里面拔将军，京东确实凑合还算个“将军”。</b></p>\n<p>以下是详细分析：</p>\n<p><b>一、毫无意外，收入再超预期</b></p>\n<p>京东营业收入本季度2538亿人民币，毫无意外的再次超出了市场预期2485亿，同比增长达到了26%，完美跑出了全社会线上零售两倍的增速。</p>\n<p><img src=\"https://static.tigerbbs.com/26e947432213e661ce8114affe820f6a\" tg-width=\"980\" tg-height=\"436\" referrerpolicy=\"no-referrer\"></p>\n<p>数据来源：公司公告，海豚投研整理</p>\n<p>只是，这两年来京东收入上一直超预期状态，收入表现较好并不算特别意外。海豚君看到，最近半个月发的大行研报也纷纷把京东的收入放在2500亿上下的位置。</p>\n<p>而海豚君更早在6月线上零售数据的分析《促销季线上零售暗藏“玄机”》中已经强调，京东大促GMV增速最近几个季度与收入的同步性比较强，这个季度由于618促销表现较好，二季度收入超预期的概率较大，<b>并预计京东收入稳稳站在2500亿以上，实际表现基本符合海豚君的预期。</b></p>\n<p><img src=\"https://static.tigerbbs.com/b1394022febeb8a5287079e8d3cab319\" tg-width=\"1004\" tg-height=\"454\" referrerpolicy=\"no-referrer\"></p>\n<p>数据来源：公司公告，海豚投研整理</p>\n<p>PS，这里先提示一下，京东上季度开始重列了京东收入和利润构成：</p>\n<p>1. 首先，<a href=\"https://laohu8.com/S/02618\">京东物流</a>的收入和利润项独立出来，与京东物流作为独立上市实体的数据一致（含物流内单收入），导致业务间重叠大幅增加。</p>\n<p>2. 其次，将京喜和京东产发从商城业务转到了新业务，导致新业务亏损急剧拉大，而商城零售业务利润率急剧提高。</p>\n<p>重新调整后，收入和利润对应大致如下：</p>\n<p><img src=\"https://static.tigerbbs.com/423075f545c8a3a238eb4d5e45f51e92\" tg-width=\"686\" tg-height=\"348\" referrerpolicy=\"no-referrer\"></p>\n<p>来源：公司财报，海豚投研整理</p>\n<p><b>1）京东商城：</b></p>\n<p>① 商城自营1P模式下的线上零售收入，这部分又按品类细分为数码家电收入与一般商品收入；</p>\n<p>② 商城平台3P模式下对POP商户收取的佣金与广告收入（不含京喜），对标阿里财报中的客户管理收入</p>\n<p><b>2）物流与其他：</b></p>\n<p>①.主要是京东物流的外单收入；</p>\n<p>②. 其他主要是海外与一些技术创新业务。</p>\n<p>其中物流与其他+3P平台收入，统一归为“平台服务收入”。</p>\n<p>这个季度，在分项的收入表现上：</p>\n<p>1. 京东收入核心来源——1P自营收入达到了2197亿人民币，同比增长23%。其中，<b>通电类的数码家电在高基数上增速依然不错，达到了20%，基本与海豚君预期一致。</b></p>\n<p><img src=\"https://static.tigerbbs.com/f0211b5266eb8f4c0ce2212fe9bc55e2\" tg-width=\"996\" tg-height=\"442\" referrerpolicy=\"no-referrer\"></p>\n<p>数据来源：公司公告，海豚投研整理</p>\n<p>而以快消品为主的一般商品，高基数之上依然在高速增长，这个季度达到了829亿，同比增长29%。</p>\n<p><img src=\"https://static.tigerbbs.com/25d7ad4346de6038dc29cf820fcae467\" tg-width=\"996\" tg-height=\"438\" referrerpolicy=\"no-referrer\"></p>\n<p>数据来源：公司公告，海豚投研整理</p>\n<p>此前，根据京东在今年的投资者会议所述，<b>未来三年日用快消品还会是拉新和GMV增长的关键，目标是商超品类销售额将在2021-2023年实现30%的复合增长速度</b>，三年维度任务依然很重。</p>\n<p>京东的自营物流+自营商品的模式优势，让公司在快消品这个品类上所向披靡，连宿敌天猫超市都在往京东超市的模式上靠拢。</p>\n<p>但快消品的不断做大，除了收入的增长，市场也会越来越关心商超类业务本身的盈利能力，这个是需要通过零售业务整体的利润表现趋势来持续观察的。</p>\n<p>2. 代表着京东开放平台业务的服务收入本季度342亿人民币，同比增长达到了49%，基本符合市场预期。</p>\n<p>其中 POP业务佣金与广告增长增速35%，对标阿里同性质的客户管理收入13.7%的增速，仍在高速增长中。</p>\n<p>后面，电商反垄断壁垒的打开，有助于京东在不断开拓新的商家，来丰富POP类SKU的供应量，<b>POP业务后续的增长不妨期待一下。</b></p>\n<p><img src=\"https://static.tigerbbs.com/f4bebd0742c48d21893af3842d5f39f1\" tg-width=\"666\" tg-height=\"300\" referrerpolicy=\"no-referrer\"></p>\n<p>数据来源：公司公告，海豚投研整理</p>\n<p>京东开放物流与其他增速持续高位增长，达到了72%，物流上跨越速运的并表持续拉升京东物流业务的增长速度。</p>\n<p><img src=\"https://static.tigerbbs.com/082628f0a996d8761ce66064c76e6ff8\" tg-width=\"666\" tg-height=\"303\" referrerpolicy=\"no-referrer\"></p>\n<p>数据来源：公司公告，海豚投研整理</p>\n<p>总体上，收入端相比目前已披露财报的阿里和<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>，甚至低迷的线上大盘来说，增长算是相当惊艳，京东强掌控下的商流与物流双供应链模式保证了京东持续高速增长。</p>\n<p><b>二、用户持续高增长</b></p>\n<p>同样，在这个电商旺季，京东的用户增长情况表现也算不错：相比一季度淡季的2800万净增年活买家数，这个季度净增达到了3200万，超出了海豚君预期的3000万，同比增长27%，明显高于阿里国内零售平台同期新增1700万规模（至8.28亿）。</p>\n<p>京东在今年的投资者大会上对全年用户目标已经立下Flag：<b>今年年活买家新增体量要追平去年的数目——一个亿</b>，上季度做到了2800万，这样上半年已经做到了6000万的净增用户，<b>似乎还很有可能超目标</b>。</p>\n<p><img src=\"https://static.tigerbbs.com/c736838a91fc6533df4e8880e6ec60cf\" tg-width=\"666\" tg-height=\"326\" referrerpolicy=\"no-referrer\"></p>\n<p>数据来源：公司公告，海豚投研整理</p>\n<p><b>三、利润表现全面“深蹲”</b></p>\n<p>（1）京东二季度毛利润为317亿元，同比增长11%；<b>这个季度应该主要是由于京喜拼拼社区团购的投入导致竞争恶化</b>，当然外部物流业务也是投入期内，成本上的开支明显超出了市场预期。</p>\n<p>这样，集团整体毛利率进一步下滑至12.5%，明显低于市场预期13.8%。</p>\n<p><img src=\"https://static.tigerbbs.com/f8f7f7d92d569dcbbfc99f2ab149849e\" tg-width=\"958\" tg-height=\"434\" referrerpolicy=\"no-referrer\"></p>\n<p>数据来源：公司公告，海豚投研整理</p>\n<p>（2）三费表现同样较弱，<b>其中花费增长最为夸张的当属销售费用和管理支出</b>，这两项同比分别增长了56%与80%，扩张速度明显超出了收入的扩张速度。</p>\n<p><b>尤其是毛利和销售费用同时恶化，强力印证了市场竞争环境的恶化，导致京东持续面临“增收不增利”的尴尬。</b></p>\n<p>其他如自营仓储费用占自营收入的比重同比表现基本稳定，说明外单依然失血严重，同时京喜拼拼等新业务更是爆亏。</p>\n<p>最终，本季度用2500+亿的海量收入仅仅换来了一个连指甲盖都不到的经营利润体量——3亿，明显不及一致预期17.2亿元，营业利润率0.12%，明显低于去年同期1.6%的水平。</p>\n<p><img src=\"https://static.tigerbbs.com/e041267b0f06af39f021f3e10c08b952\" tg-width=\"1000\" tg-height=\"512\" referrerpolicy=\"no-referrer\"></p>\n<p>数据来源：公司公告，海豚投研整理</p>\n<p>（仓储费用率为仓储费用除以1P自营零售收入的占比）</p>\n<p>为此，海豚君特地用不同的数据尝试去理解费用开支的的去处，<b>特别注意到一个点：京东这个季度的员工激励高达21亿，而去年同期只有6亿多一些。</b></p>\n<p>虽说从现金流的角度，股权激励并不给公司带来真实的现金流出，但期权的发放会稀释股本，在海豚君看来是毫无争议的费用支出，应该把它作为正常的开支来看待。</p>\n<p><b>当然，它也可以理解为京东带动员工“共富”的努力，但是支出确确实实影响到了股东能到分到的利润。</b></p>\n<p><img src=\"https://static.tigerbbs.com/bdf4a4c63c222b45b6c69dc49795c152\" tg-width=\"670\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p>\n<p>数据来源：公司公告，海豚投研整理</p>\n<p>另外，再从两个维度来佐证，<b>京东最近一直在招兵买马</b>、囤积粮仓的投入期：这个季度无论是全职员工数，还是投入使用的物流仓储面积均在相对高速的增长之中。</p>\n<p><img src=\"https://static.tigerbbs.com/b1f9e352c6b817e84e0389969e65a94c\" tg-width=\"663\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p>数据来源：公司公告，海豚投研整理</p>\n<p><img src=\"https://static.tigerbbs.com/0c2d251703f0608e0e971add3d1e3c8a\" tg-width=\"664\" tg-height=\"308\" referrerpolicy=\"no-referrer\"></p>\n<p>数据来源：公司公告，海豚投研整理</p>\n<p><b>四、分项业务：除了核心零售，其余比的是谁亏得更凶</b></p>\n<p>由于今年社区团购与京东物流在下沉市场的持续投入，市场对京东的利润表现预期较低。但海豚君了解到，从3-5年中期预期的维度，<b>京东依然把京东零售和物流业务的运营利润率指引维持在了中高个位数百分比的判断。</b></p>\n<p>但从二季度的表现来看，京东是距离这个目标越来越远的状态：</p>\n<p>按照业务细分来看：</p>\n<p>1.京东产发与京喜从商城业务转入新业务后，京东商城业务利润与去年相比基本稳定：二季度商城业务经营利润26亿，利润率2.57%，与去年同期2.56基本一致，<b>这也说明，京东传统意义上的零售业务盈利能力保持稳定。</b></p>\n<p>2.而问题主要就在于新业务：70亿的新业务收入创造了30亿的经营亏损，亏损率高达43.4%，亏损率完全不亚于爆亏的上个季度。</p>\n<p>3.物流业务（包括内外单）经营，去年二季度高达21亿的经营利润昙花一现，今年二季度直接扭转为3.6亿的亏损，亏损率1.4%。</p>\n<p>4.各业务线利润加总，再剔除掉业务之间的重合之后，最终的运营利润只有区区3亿元。</p>\n<p><b>五、小结：“赚钱”是个过不去的坎儿</b></p>\n<p>海豚君今年早些时候就通过一篇电商板块的综述《2021，互联网电商的“全面战争”》判断，由于行业竞争环境恶化，投资上基本是电商投资机会的小年。</p>\n<p>已经知道京东收入是传统电商玩家的一抹亮色，本来海豚君对它的利润还抱有一丝幻想，毕竟京东一直强调有纪律的投入，保证收入和利润能够双线成长，显然这个季度，京东的利润很难让人提起兴致。</p>\n<p>而归根利润较差的原因，无外乎这三个原因：（1）撒给用户/商户，同行竞争恶化；（2）撒给员工：响应号召，带动员工共富；（3）市场下沉，物流先行。</p>\n<p>但这三个因素，看起来并非短期可以立马改善的因素，即使是社区团购三季度可能有所缓解，但今明年来看，市场环境依然是恶化状态。</p>\n<p>当然放眼电商板块，毕竟京东投入还能让收入增长起来，用户看着也还不错，非要矮子里面拔将军，京东勉强还算可以。</p>","source":"lsy1607051923659","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>京东：收入向“阳”而生，利润向“死”而去</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; 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}\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京东：收入向“阳”而生，利润向“死”而去\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 21:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/Ekcm_fFCXE7NMK7AOXtotg><strong>海豚投研</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>京东于北京时间8月23日美股盘前发布了2021年第二季度财报：\na.收入实现了2538亿元，同比在行业增速只有13%的情况下它达到了26%，又又又超出了市场预期2485亿；\nb.同时，用户数还在高增长，截止6月底，年活买家数基本达到了5.32亿，单净增3200万，稍超海豚君的预期；\nc.但可惜的是，2538亿的巨额收入中换来了区区3亿经营利润，不足以比京东收入中四舍五入的尾数，同时明显低于市场预期...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Ekcm_fFCXE7NMK7AOXtotg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b873b4329b7b17b0926c02bec2748c1d","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/Ekcm_fFCXE7NMK7AOXtotg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166730024","content_text":"京东于北京时间8月23日美股盘前发布了2021年第二季度财报：\na.收入实现了2538亿元，同比在行业增速只有13%的情况下它达到了26%，又又又超出了市场预期2485亿；\nb.同时，用户数还在高增长，截止6月底，年活买家数基本达到了5.32亿，单净增3200万，稍超海豚君的预期；\nc.但可惜的是，2538亿的巨额收入中换来了区区3亿经营利润，不足以比京东收入中四舍五入的尾数，同时明显低于市场预期的17.2亿，经营利润率0.1%。相比之下，去年同期在政府社保减免加持下，经营利润可是足足有50亿元。\nd.调整后的净利润46亿，虽说高于市场预期35亿，但基本是靠股权激励调出来的超预期，在海豚君看来，股权激励虽然不带来现金流出，但却是实实在在的开支，调整后的利润并不具有特别强的参考性。\n整体上，京东这两个季度业绩表现出了惊人的一致性：收入向“阳”而生，利润向“死”而去。\n之前，海豚君今年早些时候就通过一篇电商板块的综述《2021，互联网电商的“全面战争”》判断，由于行业竞争环境恶化，投资上基本是电商投资机会的小年。\n对于这个季度，海豚君已知京东收入是传统电商玩家的一抹亮色，只是对它的利润还抱有一丝幻想，毕竟面对已经逐步没了耐性的投资者，京东这两年一直讲要做高度自律的投入，保证收入和利润能够双线成长，但显然这个季度，京东的利润很难让人提起兴致。\n而归根利润较差的原因，大概率无外乎三个原因：\n\n撒给用户/商户，指向同行竞争恶化；\n撒给员工，大概是响应号召，带动员工共富（具体见下文分析）；\n物流投入，人群下沉。\n\n但这两个因素，看起来并非短期可以改善的样子，虽说社区团购投入三季度可能有所缓解，但今明年来看，市场环境依然是恶化状态。\n当然，放眼国内今年的整个电商板块，至少京东投入了，还能让收入增长起来，用户净增也不错，非要矮子里面拔将军，京东确实凑合还算个“将军”。\n以下是详细分析：\n一、毫无意外，收入再超预期\n京东营业收入本季度2538亿人民币，毫无意外的再次超出了市场预期2485亿，同比增长达到了26%，完美跑出了全社会线上零售两倍的增速。\n\n数据来源：公司公告，海豚投研整理\n只是，这两年来京东收入上一直超预期状态，收入表现较好并不算特别意外。海豚君看到，最近半个月发的大行研报也纷纷把京东的收入放在2500亿上下的位置。\n而海豚君更早在6月线上零售数据的分析《促销季线上零售暗藏“玄机”》中已经强调，京东大促GMV增速最近几个季度与收入的同步性比较强，这个季度由于618促销表现较好，二季度收入超预期的概率较大，并预计京东收入稳稳站在2500亿以上，实际表现基本符合海豚君的预期。\n\n数据来源：公司公告，海豚投研整理\nPS，这里先提示一下，京东上季度开始重列了京东收入和利润构成：\n1. 首先，京东物流的收入和利润项独立出来，与京东物流作为独立上市实体的数据一致（含物流内单收入），导致业务间重叠大幅增加。\n2. 其次，将京喜和京东产发从商城业务转到了新业务，导致新业务亏损急剧拉大，而商城零售业务利润率急剧提高。\n重新调整后，收入和利润对应大致如下：\n\n来源：公司财报，海豚投研整理\n1）京东商城：\n① 商城自营1P模式下的线上零售收入，这部分又按品类细分为数码家电收入与一般商品收入；\n② 商城平台3P模式下对POP商户收取的佣金与广告收入（不含京喜），对标阿里财报中的客户管理收入\n2）物流与其他：\n①.主要是京东物流的外单收入；\n②. 其他主要是海外与一些技术创新业务。\n其中物流与其他+3P平台收入，统一归为“平台服务收入”。\n这个季度，在分项的收入表现上：\n1. 京东收入核心来源——1P自营收入达到了2197亿人民币，同比增长23%。其中，通电类的数码家电在高基数上增速依然不错，达到了20%，基本与海豚君预期一致。\n\n数据来源：公司公告，海豚投研整理\n而以快消品为主的一般商品，高基数之上依然在高速增长，这个季度达到了829亿，同比增长29%。\n\n数据来源：公司公告，海豚投研整理\n此前，根据京东在今年的投资者会议所述，未来三年日用快消品还会是拉新和GMV增长的关键，目标是商超品类销售额将在2021-2023年实现30%的复合增长速度，三年维度任务依然很重。\n京东的自营物流+自营商品的模式优势，让公司在快消品这个品类上所向披靡，连宿敌天猫超市都在往京东超市的模式上靠拢。\n但快消品的不断做大，除了收入的增长，市场也会越来越关心商超类业务本身的盈利能力，这个是需要通过零售业务整体的利润表现趋势来持续观察的。\n2. 代表着京东开放平台业务的服务收入本季度342亿人民币，同比增长达到了49%，基本符合市场预期。\n其中 POP业务佣金与广告增长增速35%，对标阿里同性质的客户管理收入13.7%的增速，仍在高速增长中。\n后面，电商反垄断壁垒的打开，有助于京东在不断开拓新的商家，来丰富POP类SKU的供应量，POP业务后续的增长不妨期待一下。\n\n数据来源：公司公告，海豚投研整理\n京东开放物流与其他增速持续高位增长，达到了72%，物流上跨越速运的并表持续拉升京东物流业务的增长速度。\n\n数据来源：公司公告，海豚投研整理\n总体上，收入端相比目前已披露财报的阿里和唯品会，甚至低迷的线上大盘来说，增长算是相当惊艳，京东强掌控下的商流与物流双供应链模式保证了京东持续高速增长。\n二、用户持续高增长\n同样，在这个电商旺季，京东的用户增长情况表现也算不错：相比一季度淡季的2800万净增年活买家数，这个季度净增达到了3200万，超出了海豚君预期的3000万，同比增长27%，明显高于阿里国内零售平台同期新增1700万规模（至8.28亿）。\n京东在今年的投资者大会上对全年用户目标已经立下Flag：今年年活买家新增体量要追平去年的数目——一个亿，上季度做到了2800万，这样上半年已经做到了6000万的净增用户，似乎还很有可能超目标。\n\n数据来源：公司公告，海豚投研整理\n三、利润表现全面“深蹲”\n（1）京东二季度毛利润为317亿元，同比增长11%；这个季度应该主要是由于京喜拼拼社区团购的投入导致竞争恶化，当然外部物流业务也是投入期内，成本上的开支明显超出了市场预期。\n这样，集团整体毛利率进一步下滑至12.5%，明显低于市场预期13.8%。\n\n数据来源：公司公告，海豚投研整理\n（2）三费表现同样较弱，其中花费增长最为夸张的当属销售费用和管理支出，这两项同比分别增长了56%与80%，扩张速度明显超出了收入的扩张速度。\n尤其是毛利和销售费用同时恶化，强力印证了市场竞争环境的恶化，导致京东持续面临“增收不增利”的尴尬。\n其他如自营仓储费用占自营收入的比重同比表现基本稳定，说明外单依然失血严重，同时京喜拼拼等新业务更是爆亏。\n最终，本季度用2500+亿的海量收入仅仅换来了一个连指甲盖都不到的经营利润体量——3亿，明显不及一致预期17.2亿元，营业利润率0.12%，明显低于去年同期1.6%的水平。\n\n数据来源：公司公告，海豚投研整理\n（仓储费用率为仓储费用除以1P自营零售收入的占比）\n为此，海豚君特地用不同的数据尝试去理解费用开支的的去处，特别注意到一个点：京东这个季度的员工激励高达21亿，而去年同期只有6亿多一些。\n虽说从现金流的角度，股权激励并不给公司带来真实的现金流出，但期权的发放会稀释股本，在海豚君看来是毫无争议的费用支出，应该把它作为正常的开支来看待。\n当然，它也可以理解为京东带动员工“共富”的努力，但是支出确确实实影响到了股东能到分到的利润。\n\n数据来源：公司公告，海豚投研整理\n另外，再从两个维度来佐证，京东最近一直在招兵买马、囤积粮仓的投入期：这个季度无论是全职员工数，还是投入使用的物流仓储面积均在相对高速的增长之中。\n\n数据来源：公司公告，海豚投研整理\n\n数据来源：公司公告，海豚投研整理\n四、分项业务：除了核心零售，其余比的是谁亏得更凶\n由于今年社区团购与京东物流在下沉市场的持续投入，市场对京东的利润表现预期较低。但海豚君了解到，从3-5年中期预期的维度，京东依然把京东零售和物流业务的运营利润率指引维持在了中高个位数百分比的判断。\n但从二季度的表现来看，京东是距离这个目标越来越远的状态：\n按照业务细分来看：\n1.京东产发与京喜从商城业务转入新业务后，京东商城业务利润与去年相比基本稳定：二季度商城业务经营利润26亿，利润率2.57%，与去年同期2.56基本一致，这也说明，京东传统意义上的零售业务盈利能力保持稳定。\n2.而问题主要就在于新业务：70亿的新业务收入创造了30亿的经营亏损，亏损率高达43.4%，亏损率完全不亚于爆亏的上个季度。\n3.物流业务（包括内外单）经营，去年二季度高达21亿的经营利润昙花一现，今年二季度直接扭转为3.6亿的亏损，亏损率1.4%。\n4.各业务线利润加总，再剔除掉业务之间的重合之后，最终的运营利润只有区区3亿元。\n五、小结：“赚钱”是个过不去的坎儿\n海豚君今年早些时候就通过一篇电商板块的综述《2021，互联网电商的“全面战争”》判断，由于行业竞争环境恶化，投资上基本是电商投资机会的小年。\n已经知道京东收入是传统电商玩家的一抹亮色，本来海豚君对它的利润还抱有一丝幻想，毕竟京东一直强调有纪律的投入，保证收入和利润能够双线成长，显然这个季度，京东的利润很难让人提起兴致。\n而归根利润较差的原因，无外乎这三个原因：（1）撒给用户/商户，同行竞争恶化；（2）撒给员工：响应号召，带动员工共富；（3）市场下沉，物流先行。\n但这三个因素，看起来并非短期可以立马改善的因素，即使是社区团购三季度可能有所缓解，但今明年来看，市场环境依然是恶化状态。\n当然放眼电商板块，毕竟京东投入还能让收入增长起来，用户看着也还不错，非要矮子里面拔将军，京东勉强还算可以。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":971330483,"gmtCreate":1598858695742,"gmtModify":1704220279743,"author":{"id":"3488483117770638","authorId":"3488483117770638","name":"快乐金生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488483117770638","authorIdStr":"3488483117770638"},"themes":[],"htmlText":"<a 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一直在一美元以下，会被强制退市吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/222275398037568","isVote":1,"tweetType":1,"viewCount":2335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851687737,"gmtCreate":1634904045226,"gmtModify":1634904045226,"author":{"id":"3488483117770638","authorId":"3488483117770638","name":"快乐金生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488483117770638","authorIdStr":"3488483117770638"},"themes":[],"htmlText":"为什么有两个美股? DWACU 和DWAC什么区别","listText":"为什么有两个美股? DWACU 和DWAC什么区别","text":"为什么有两个美股? DWACU 和DWAC什么区别","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/851687737","repostId":"1138637612","repostType":2,"repost":{"id":"1138637612","pubTimestamp":1634910511,"share":"https://www.laohu8.com/m/news/1138637612?lang=&edition=full","pubTime":"2021-10-22 21:48","market":"us","language":"zh","title":"特朗普突然成了华尔街“最靓的仔”，这事儿靠谱吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1138637612","media":"英为财情","summary":"此前一直名不见经传的DWAC究竟是何方神圣？","content":"<p>周四美股“最靓的仔”当属DWAC（<a href=\"https://laohu8.com/S/DWAC\">Digital World Acquisition Corp</a> ）莫属！周五市场又来了一个“靓仔”Phunware，它的吸金能力完全不输于DWAC，盘前一度暴涨410%。就因为它的软件此前为特朗普竞选团队提供移动应用程序。</p>\n<p>周五盘中，Phunware和DWAC更是双双暴涨，Phunware涨幅超1000%。</p>\n<p><img src=\"https://static.tigerbbs.com/36ad46d876a601978e3d9619e1f84484\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/adf312a92339b7ce77b8b705a84e1920\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>言归正传，此前一直名不见经传的DWAC究竟是何方神圣？为什么一夜之间整个华尔街的目光都向它聚集？它和充满争议和戏剧性的美国前任总统特朗普（Donald Trump）又有什么关系？</p>\n<p><b>事情要从特朗普的一个“大话”说起。</b></p>\n<p>投资者可能都还记得，在闹得沸沸扬扬的美国“国会暴乱”以后，<a href=\"https://laohu8.com/S/FB\">Facebook</a>和推特相继封锁了特朗普的账号，而这位在美国仍然备受欢迎的前总统非常不甘心，扬言将会自己创立一个新媒体平台，以和Facebook、推特这些巨头抗衡。</p>\n<p>而现在，这个“大话”要成真了！特朗普的媒体公司本周在一份新闻稿中表示，将会推出一个为“TRUTH”的新媒体平台，计划于11月面向部分用户开放测试版，并在2022年一季度开始在全美推广。</p>\n<p>而DWAC作为美股市场中的一只SPAC项目个股，将会在股东批准后，和特朗普媒体技术集团（(Trump Media &amp; Technology Group）合并上市。包括债务在内，合资公司的估值约为8.75亿美元。</p>\n<p><b>那么，什么是SPAC？DWAC是何方神圣？</b></p>\n<p>首先，老投资者可能对此已经比较熟悉，简单来说，就是我们常见的用以借壳上市的壳公司，寻求在何时时机与合适的公司合并，然后上市。已经有一系列知名企业通过这个渠道上市，如<a href=\"https://laohu8.com/S/SPCE\">维珍银河</a>等。</p>\n<p>这两年以来，SPACs逐渐成为了想要在美股上市公司的热门选择，仅最近的三季度，平均每周都有超过6家SPACs公司在美股上市。</p>\n<p>虽然SPACs面临越来越严格的监管审查，但是由于全球央行放水压低了利率，投资者仍然趋之若鹜。越来越多投资者将SPAC视作“债券的一个替代选择”，在合并前，投资者投资SPAC公司可以视为较为保守的投资，但是一旦合并成功，他们会获得一大笔收益。</p>\n<p>在这样的背景下再来看我们本文涉及的这只“妖股”——隔夜飙升的DWAC最早成立于2020年，股票总数为2900万股，在和特朗普扯上关系以前，公司的股票市值约为3亿美元，但是，在和特朗普科技公司合并的消息公布后，该股一天之内上涨超过300%，股价一夜飙升至52美元，目前市值就涨至了7.5亿美元。</p>\n<p>DWAC的CEO Patrick Orlando表示，目前这一SPAC项目中有2.93亿美元的信托资金，可以用于资助特朗普媒体的最初发展和增长。</p>\n<p>有趣的是，特朗普的野心似乎很大，不仅社媒，他还计划推出一款名为“TMTG+”的流媒体服务，和奈飞(NASDAQ:NFLX)、Disney+竞争。而且，他还会推出播客和新闻服务，与CNN和iHeart Media竞争。</p>\n<p><b>当然，对于这一系列看上去风风火火的计划，再结合特朗普往日的不靠谱形象，有一些华尔街的分析师怀疑这“应该只是炒作”，对此更多的是持有怀疑的态度。</b></p>\n<p>其一，很难量化特朗普科技公司目前的市场潜力，虽然公司提出了很多设想，而且特朗普确实曾经在推特拥有9000万的粉丝，但是这家科技公司最终会取得多大的成功，以及其潜力究竟有多大，都是一个需要时间验证的问题。</p>\n<p>其二，特朗普科技的社交媒体服务难言不会受到同行的阻力，它是一个全新平台，我们不知道会有多少内容创作者愿意转移到这个平台上。而且和现有同行相比，特朗普科技公司也很难保证用户的停留时间。</p>\n<p>其三，目前不清楚特朗普科技能不能像Facebook、Instagram和<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>那样盈利，一些潜在的广告用户可能会担心引发不必要的争议。</p>\n<p>总体而言，那些早期持有DWAC公司股票的投资者在短期内确实大赚了一笔，特朗普科技有可能确实会在未来几年建立起属于自己的帝国，但是要赌这个可能性，确实风险太大。无论如何，眼下这场“狂欢”的投机性很强，建议投资者保持观望。</p>","source":"ywcq","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>特朗普突然成了华尔街“最靓的仔”，这事儿靠谱吗？</title>\n<style 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}\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特朗普突然成了华尔街“最靓的仔”，这事儿靠谱吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-22 21:48 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cn.investing.com/analysis/article-200468418><strong>英为财情</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周四美股“最靓的仔”当属DWAC（Digital World Acquisition Corp ）莫属！周五市场又来了一个“靓仔”Phunware，它的吸金能力完全不输于DWAC，盘前一度暴涨410%。就因为它的软件此前为特朗普竞选团队提供移动应用程序。\n周五盘中，Phunware和DWAC更是双双暴涨，Phunware涨幅超1000%。\n\n言归正传，此前一直名不见经传的DWAC究竟是何方神圣？...</p>\n\n<a href=\"https://cn.investing.com/analysis/article-200468418\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cd5a3ba4057f43c447127d2fa7c90942","relate_stocks":{"DJT":"特朗普媒体科技集团"},"source_url":"https://cn.investing.com/analysis/article-200468418","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138637612","content_text":"周四美股“最靓的仔”当属DWAC（Digital World Acquisition Corp ）莫属！周五市场又来了一个“靓仔”Phunware，它的吸金能力完全不输于DWAC，盘前一度暴涨410%。就因为它的软件此前为特朗普竞选团队提供移动应用程序。\n周五盘中，Phunware和DWAC更是双双暴涨，Phunware涨幅超1000%。\n\n言归正传，此前一直名不见经传的DWAC究竟是何方神圣？为什么一夜之间整个华尔街的目光都向它聚集？它和充满争议和戏剧性的美国前任总统特朗普（Donald Trump）又有什么关系？\n事情要从特朗普的一个“大话”说起。\n投资者可能都还记得，在闹得沸沸扬扬的美国“国会暴乱”以后，Facebook和推特相继封锁了特朗普的账号，而这位在美国仍然备受欢迎的前总统非常不甘心，扬言将会自己创立一个新媒体平台，以和Facebook、推特这些巨头抗衡。\n而现在，这个“大话”要成真了！特朗普的媒体公司本周在一份新闻稿中表示，将会推出一个为“TRUTH”的新媒体平台，计划于11月面向部分用户开放测试版，并在2022年一季度开始在全美推广。\n而DWAC作为美股市场中的一只SPAC项目个股，将会在股东批准后，和特朗普媒体技术集团（(Trump Media & Technology Group）合并上市。包括债务在内，合资公司的估值约为8.75亿美元。\n那么，什么是SPAC？DWAC是何方神圣？\n首先，老投资者可能对此已经比较熟悉，简单来说，就是我们常见的用以借壳上市的壳公司，寻求在何时时机与合适的公司合并，然后上市。已经有一系列知名企业通过这个渠道上市，如维珍银河等。\n这两年以来，SPACs逐渐成为了想要在美股上市公司的热门选择，仅最近的三季度，平均每周都有超过6家SPACs公司在美股上市。\n虽然SPACs面临越来越严格的监管审查，但是由于全球央行放水压低了利率，投资者仍然趋之若鹜。越来越多投资者将SPAC视作“债券的一个替代选择”，在合并前，投资者投资SPAC公司可以视为较为保守的投资，但是一旦合并成功，他们会获得一大笔收益。\n在这样的背景下再来看我们本文涉及的这只“妖股”——隔夜飙升的DWAC最早成立于2020年，股票总数为2900万股，在和特朗普扯上关系以前，公司的股票市值约为3亿美元，但是，在和特朗普科技公司合并的消息公布后，该股一天之内上涨超过300%，股价一夜飙升至52美元，目前市值就涨至了7.5亿美元。\nDWAC的CEO Patrick Orlando表示，目前这一SPAC项目中有2.93亿美元的信托资金，可以用于资助特朗普媒体的最初发展和增长。\n有趣的是，特朗普的野心似乎很大，不仅社媒，他还计划推出一款名为“TMTG+”的流媒体服务，和奈飞(NASDAQ:NFLX)、Disney+竞争。而且，他还会推出播客和新闻服务，与CNN和iHeart Media竞争。\n当然，对于这一系列看上去风风火火的计划，再结合特朗普往日的不靠谱形象，有一些华尔街的分析师怀疑这“应该只是炒作”，对此更多的是持有怀疑的态度。\n其一，很难量化特朗普科技公司目前的市场潜力，虽然公司提出了很多设想，而且特朗普确实曾经在推特拥有9000万的粉丝，但是这家科技公司最终会取得多大的成功，以及其潜力究竟有多大，都是一个需要时间验证的问题。\n其二，特朗普科技的社交媒体服务难言不会受到同行的阻力，它是一个全新平台，我们不知道会有多少内容创作者愿意转移到这个平台上。而且和现有同行相比，特朗普科技公司也很难保证用户的停留时间。\n其三，目前不清楚特朗普科技能不能像Facebook、Instagram和Twitter那样盈利，一些潜在的广告用户可能会担心引发不必要的争议。\n总体而言，那些早期持有DWAC公司股票的投资者在短期内确实大赚了一笔，特朗普科技有可能确实会在未来几年建立起属于自己的帝国，但是要赌这个可能性，确实风险太大。无论如何，眼下这场“狂欢”的投机性很强，建议投资者保持观望。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382772606,"gmtCreate":1613487111305,"gmtModify":1613487111305,"author":{"id":"3488483117770638","authorId":"3488483117770638","name":"快乐金生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488483117770638","authorIdStr":"3488483117770638"},"themes":[],"htmlText":"终于100以上了！","listText":"终于100以上了！","text":"终于100以上了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/382772606","repostId":"382748510","repostType":1,"isVote":1,"tweetType":1,"viewCount":1193,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3517398739174795","authorId":"3517398739174795","name":"一万刀小目标","avatar":"https://static.tigerbbs.com/8659b07dbb7a59562c634720b98f7a68","crmLevel":1,"crmLevelSwitch":0,"idStr":"3517398739174795","authorIdStr":"3517398739174795"},"content":"别急，跟多多相比，东哥上涨幅度还有，现在担心就是美股是否要回调的问题，所以我今晚减仓了","text":"别急，跟多多相比，东哥上涨幅度还有，现在担心就是美股是否要回调的问题，所以我今晚减仓了","html":"别急，跟多多相比，东哥上涨幅度还有，现在担心就是美股是否要回调的问题，所以我今晚减仓了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":946960652,"gmtCreate":1595571208776,"gmtModify":1704209461645,"author":{"id":"3488483117770638","authorId":"3488483117770638","name":"快乐金生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488483117770638","authorIdStr":"3488483117770638"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>建议小散涨点就卖，别跟他玩了，否则越套越深。","listText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>建议小散涨点就卖，别跟他玩了，否则越套越深。","text":"$中芯国际(00981)$建议小散涨点就卖，别跟他玩了，否则越套越深。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/946960652","isVote":1,"tweetType":1,"viewCount":1127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}