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飞哥非哥
医疗、电子、增强现实等方面的新产品研发
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飞哥非哥
2019-03-27
$宜人贷(YRD)$$老虎证券(TIGR)$ $拍拍贷(PPDF)$ $蝙蝠集团(GLG)$ $和信贷(HX)$ 刚才有朋友问我为什么这几天总是暗推大陆理财股票,简单说几点: 1、弹坑理论,也就是刚刚被炸过的地方最安全,有人想它死的、能力差的、不合规的、运气不好的公司都死了,剩下的就安全了。 2、股价大幅度下降了,而且少了很多很多竞争者,日子反而会更好过。 3、已经有好几家同类公司已经公布业绩,四季度均在明显恢复。 4、经过去年的灾难,这些公司均在置入优良资产或回购股票,而市场需求是基本不变的。 5、综上,难道这些股票还有下跌的理由吗?除非庄家忽悠做空,但目的就是收集筹码。 6、虽然不是百分之百盈利,如果这样的机会如果还不敢冒险,那还炒什么股票呢[可爱]
飞哥非哥
2021-04-21
$一起教育科技(YQ)$
跌到3-5元,如果天朝小朋友被各种补课残害的现象还没有改观的话,可以抄底做一波,但长线不行,我始终相信天朝的小孩不会这么不幸,快乐的童年必须回归! 我现在最骄傲的就是我的童年,还有我小孩的童年被我引导的都不怎么把学习成绩当一回事,每当考试成绩差一些,我就鼓励:恭喜,又给以后留下了进步的空间! 人生就是百十年,纯真的、无忧无虑的快乐童年是人生最重要的,大部分的人长大后直到老年再也不会有那样的快乐了
$跟谁学(GSX)$
飞哥非哥
2021-01-26
$赤子城科技(09911)$
$Yalla Group(YALA)$
$老虎证券(TIGR)$
跟踪赤子城2-3个月了,特破前一天还加了一点货,还是掌握的不错。一直认为赤子城是最合适对标YALA的股票,业务几乎一样,都是游戏加社交,主战场也重叠不少地区,控股的都是国人……,看数据赤子城更胜一筹,而且赤子城前期和最近得好多大奖,总之非常值得期待。 再看股价,一个3元港币,也就0.4美元左右,而yala现价是24-26美金了,要说没有一个巨大的机会,很难让人接受吧? 机构、庄家会放过这样的机会吗? 当然上涨一定是曲折的,各自设定目标吧,yala我是16元左右就跑了,老虎证券也是10元不到就跑了大部分,赤子城看看情况,希望跑迟一点[微笑]
飞哥非哥
2021-03-05
$赤子城科技(09911)$
$Yalla Group(YALA)$
看在赤子城收入增长到去年300%的面子上(19年3.9亿,20年11亿,股价刚好倒过来,11元多跌到3.9元!),尝试少量适当抄底,希望继续下跌空间不大,反正拿得住就行。
飞哥非哥
2020-08-18
$老虎证券(TIGR)$
谁有巫总的邮箱、微信等联系方式,我给他几个建议和一个忠告,老虎的问题比较特出,只要抓住重点解决起来也不难,我有9.3层把握让老虎业绩短时间内大幅增长,大幅!股价自然是水涨船高; 忠告是发现老虎有个致命问题,致命!如不尽快解决我都不敢长期持有老虎股票,甚至不敢呆着老虎,要转到其它证券公司。
飞哥非哥
2019-05-16
$蝙蝠集团(GLG)$ $九洲大药房(CJJD)$$老虎证券(TIGR)$ $小赢科技(XYF)$ 第二轮进入这些经过大跌调整,业绩有保障的股票,尤其是蝙蝠和大药房还有新投资机构按现在股价大约三倍的价钱在大跌前购买大量股票,另外鉴于通讯4G、5G机房设备HW被美国切断关键配件供应链,预计$诺基亚(NOK)$ 少了一个最大的竞争对手,下半年开始业绩会大幅好转,提前介入。
飞哥非哥
2021-01-29
$游戏驿站(GME)$
$老虎证券(TIGR)$
$AMC院线(AMC)$
空头的悲哀在于他要出局之前还必须要变成“多头”买回自己做空的股票,不管有多贵都要认,今天到期的大幅盈利的call单那么多,那些卖出call单的做空者该有多惨啊!
飞哥非哥
2019-03-29
$宜人贷(YRD)$ $拍拍贷(PPDF)$ $和信贷(HX)$ $蝙蝠集团(GLG)$ 看到不少反应公司服务质量问题的,把这里当315平台呀,醉翁之意不在酒吧?问过老虎吗?yrd财经网有论坛; baidu也有贴吧,去那里影响大一些。股友何必为难股友呢,攒点钱不容易呀[微笑] 我的结论是公司问题肯定不少,但上涨的潜力更大!
飞哥非哥
2021-10-25
$Phunware, Inc.(PHUN)$
等APP上线后,这个股票市值绝对超过50亿美金,川普真相社交平台的技术都是 $Phunware, Inc.(PHUN)$ 来运作,业务稳当,前景不可限量,或者被真相社交平台溢价收购也是可能的。
飞哥非哥
2021-02-04
$Onconova Therapeutics, Inc.(ONTX)$
$老虎证券(TIGR)$
$Yalla Group(YALA)$
癌症新药出来,不要求涨回原价5000元,小盘股涨回400美元就行。
飞哥非哥
2022-04-26
$安高盟(AGMH)$
转亏为赢,而且0.17的收益算很不错了,期待进一步表现。
飞哥非哥
2019-04-12
$蝙蝠集团(GLG)$ $宜人贷(YRD)$ $拍拍贷(PPDF)$ 蝙蝠这个股票居然可以从涨97%到跌13%,换手率差不多1000%,看来天朝散客不少,从走势来开,3.2左右一刀切下来的行为应该是某个狠庄的行为,看好的朋友可以做T,以后绝对还有机会! 昨天本来打算部分做T,但看到涨的太厉害,从2.8-3.9范围分步全出了,不过后来补仓早了一点,2.6多就开始分布补仓了,现在成本2元,跟原来成本差不多,依然看好蝙蝠价值,记住所谓价值,是可以从很多方面评估的。 宜人贷和啪啪也减仓一部分。
飞哥非哥
2021-07-15
$Bit Digital,Inc(BTBT)$
$第九城市(NCTY)$
虽然比特币从5万多价格下跌了30-40%,fil也跌了不少,但比特币挖矿难度也下降了近30%,看好二季度业绩,即使继续跌也预计离底部不远,大陆最不利的消息应该基本上出了,以后反弹高度必须远远超过现价,所以坚持逐步建仓,保守一点先少量建……
飞哥非哥
2020-01-31
$信也科技(FINV)$
$小赢科技(XYF)$
$老虎证券(TIGR)$
$和信贷(HX)$
$宜人贷(YRD)$
做股票要学会观察,国内科技互金有明显放松迹象,北京电视台初一春晚就是由科技互金公司全程赞助,还置入理财节目多个(有心人可以回看),这是近三年来首次出现的,上一次还是16年春节后CCTV的天气预报置入的汇中理财广告,看来整顿已经告一段落,留下的应该基本都是没问题了,而且少了几千个竞争对手机会来了。 虽然近期的武汉肺炎会有短期影响,不过或许可以捡到更便宜的货,反正多种股票逢低分次建仓必有不错的回报。
飞哥非哥
2019-08-02
$老虎证券(TIGR)$
4.01下手补仓,辛辛苦苦做美股赚了的钱都被老虎证券赔回去了,再不争气,只能说明没缘分,只能离开老虎了。
飞哥非哥
2019-03-27
$宜人贷(YRD)$为什么我发帖显示成功,却看不到? 其他股票发的贴立马可以看到,只是说到yrd最大利好是宜信做的最好的宜信财富板块置入。不给说吗?
飞哥非哥
2023-02-22
$Unity Software Inc.(U)$
关于这个股票,我的观点是,不管目前业绩如何,都要留一点在手上,以防脱手而去,这是一个永远不会饱和的行业,对于大平台的2D、3D游戏、电影电视的特技、元宇宙,U都是最优秀的引擎,而不是最优秀之一。如果仅仅是要体现一些利润出来,其实减少一点创新投入就行。
飞哥非哥
2021-10-25
$Phunware, Inc.(PHUN)$
相信川普的号召力!
飞哥非哥
2019-09-05
$老虎证券(TIGR)$
国家今天公布中信证券、华泰、招商证券三家公司可以直接受理外汇结汇售汇,证券行业终将迎来开放,老虎证券已然先走一步,已经拿到好几个国家的执照,还是盈透的双向合作方(盈透客户不少反过来挂靠老虎),前程不可限量。最近应该有一波行情,另外三季度开始盈利也是大概率事件,高看10元左右,跟另外一家持平。个人意见!
飞哥非哥
2019-03-28
$和信贷(HX)$$拍拍贷(PPDF)$ $宜人贷(YRD)$ 团贷网根本不是做p2p,真正做p2p的公司也不过手客户资金,别有用心的人才故意牵在一起,我即服这些故意扯的人也服那些轻易就真信的人
去老虎APP查看更多动态
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18:34","market":"us","language":"zh","title":"小米三季度继续高歌猛进 卢伟冰:增长只是刚刚开始","url":"https://stock-news.laohu8.com/highlight/detail?id=2484291979","media":"新京报","summary":"11月18日晚间,小米集团发布第三季报显示,公司营收925.1亿元,同比增长30.5%;集团经调整净利润为63亿元,同比增长4.4%。智能电动车等创新业务收入97亿元,毛利率17.1%。11月18日,小米汽车提前完成10万台交付目标,2024全年将冲刺13万台交付目标。","content":"<div>\n<p>11月18日晚间,小米集团发布第三季报显示,公司营收925.1亿元,同比增长30.5%;集团经调整净利润为63亿元,同比增长4.4%。智能电动车等创新业务收入97亿元,毛利率17.1%。11月18日,小米汽车提前完成10万台交付目标,2024全年将冲刺13万台交付目标。 在业绩电话会上,小米集团合伙人兼总裁卢伟冰表示,“小米站上了新的起点,现在的增长只是刚刚开始,随着汽车交付规模上来,未来‘...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202411193244383995.html\">Web Link</a>\n\n</div>\n","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小米三季度继续高歌猛进 卢伟冰:增长只是刚刚开始\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-19 18:34 北京时间 <a href=http://finance.eastmoney.com/a/202411193244383995.html><strong>新京报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>11月18日晚间,小米集团发布第三季报显示,公司营收925.1亿元,同比增长30.5%;集团经调整净利润为63亿元,同比增长4.4%。智能电动车等创新业务收入97亿元,毛利率17.1%。11月18日,小米汽车提前完成10万台交付目标,2024全年将冲刺13万台交付目标。 在业绩电话会上,小米集团合伙人兼总裁卢伟冰表示,“小米站上了新的起点,现在的增长只是刚刚开始,随着汽车交付规模上来,未来‘...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202411193244383995.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","01810":"小米集团-W","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","BK1523":"武汉本地概念股","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","BK1193":"电脑硬件、储存设备及电脑周边","BK1589":"北水核心资产","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK1521":"挪威政府全球养老基金持仓","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","BK1506":"5G概念","BK1575":"同股不同权","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU0417516902.SGD":"Allianz 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(EUR) ACC A","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC"},"source_url":"http://finance.eastmoney.com/a/202411193244383995.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2484291979","content_text":"11月18日晚间,小米集团发布第三季报显示,公司营收925.1亿元,同比增长30.5%;集团经调整净利润为63亿元,同比增长4.4%。智能电动车等创新业务收入97亿元,毛利率17.1%。11月18日,小米汽车提前完成10万台交付目标,2024全年将冲刺13万台交付目标。 在业绩电话会上,小米集团合伙人兼总裁卢伟冰表示,“小米站上了新的起点,现在的增长只是刚刚开始,随着汽车交付规模上来,未来‘人车家全生态’打开的增长空间会非常广阔。第四季度预计所有业务板块同比均会实现继续增长,2025年全年‘人车家全生态’战略会进一步深化,集团经营会有进一步的突破。” 营收连续三个季度高歌猛进,高端化持续突破 本季度,小米集团“人车家全生态”全面发力,创下史上最强业绩,总收入达925亿元,同比增长30.5%,连续三个季度高歌猛进;经调整净利润为63亿元,同比增长4.4%,维持历史高位。 放眼前三季度,小米集团总营收2569亿元,同比增长29.9%;经调整净利润189.2亿元,同比增长31.7%;业绩持续放量。 这得益于小米高端化战略取得巨大进展。智能手机高端市场份额持续增长,IoT业务高端品类量价齐升,智能大家电和平板产品表现出色。Xiaomi SU7 Ultra站上80万元以上定价区间,全面提拉汽车高端品牌价值感。 卢伟冰表示,“人车家全生态”释放增长动能,手机高价位段份额持续有提升,新数字旗舰小米15销量已经超100万台;IoT业务已经成为强增长曲线,大家电这个季度表现仍然强劲;互联网盈利能力非常稳健,毛利率同比又有提升;汽车业务超管理层预期,小米SU7的交付能力刷新行业很多纪录,提前完成全年10万台交付。 中金公司研报提到,小米集团第三季度营收较该行预期高出2.1%;经调整净利润较该行预期高出3.1%,主要系互联网及IoT业务收入超预期,互联网及汽车业务毛利率超预期。智能手机出货量稳中有升,中国市场高端手机份额表现亮眼。 “高端化是小米发展的必由之路,高端化战略在小米内部叫做牵引战略,而高端化的战略的前提是大力投入核心业务,需要战略决心和战略耐心。在核心能力的积累之下,小米面对激烈的竞争环境和成本上涨压力交出了一份非常完美的答卷。”卢伟冰表示。 新旧业务持续爆发增长动能,三大增长曲线成型 今年“双11”,小米全渠道累计支付金额突破319亿元,创下历史新高。小米15系列发布后持续热销,刷新数字旗舰首销记录。同时,小米服务也全面升级,家电上门安装服务总量同比提升80%,均单时效1.5天。以旧换新“送拆装”一体化服务全国上线,覆盖区县2989个,用户满意度高达98%。 小米智能手机业务第三季度收入实现475亿元,同比增长13.9%,全球智能手机出货量增至4310万台。据Canalys数据,按智能手机出货量计,小米在全球市场连续17个季度排名前三,其中在52个市场排名前三,69个市场排名前五,在中国市场排名升至第四,市占率14.7%,连续3个季度提升。 高端智能手机产品力持续强劲爆发,小米15系列比上一代更快速度实现了100万台出货量突破。小米MIX Flip于今年7月发布。据IDC数据,第三季度小米在国内折叠屏市场份额断层第三,达17.2%,相较上个季度,小米折叠屏手机销量实现了环比1128.6%的爆发式增长。 第三季度,小米空冰洗实现强劲增长,按出货量计,空调出货量超170万台,同比增长超55%;冰箱出货量超81万台,同比增长超20%;洗衣机出货量超48万台,同比增长超50%。今年“双11”,米家洗衣机分区洗洗烘15kg获京东分区洗销量第一。大家电已经成为小米新增长曲线。 小米IoT与生活消费产品业务同样成绩斐然,第三季度业务收入261亿元,同比增长26.3%,毛利率创历史新高,达20.8%。小米生态持续向更多用户释放吸引力,截至2024年9月30日,小米AIoT平台已连接IoT设备(不包括智能手机、平板及笔记本电脑)数达8.61亿,同比增长23.2%。 其中,拥有五件及以上连接至小米AIoT平台的设备(不包括智能手机、平板及笔记本电脑)用户数达1710万,同比增长24.9%。2024年9月,米家App月活跃用户数超1亿,同比增长19.2%,小爱同学月活跃用户数同比增长8.5%至1.35亿。 小米手机、大家电持续增长的同时,小米汽车作为新晋业务,也迸发强劲动力。第三季度,小米智能电动汽车等创新业务收入为97亿元,正逐步向百亿规模逼近,毛利率提升至17.1%。本季度小米汽车产能持续提升,Xiaomi SU7系列新车交付达39790辆,呈现较好增长态势,带动小米单车亏损进一步收窄。 2024年10月,小米汽车工厂单月生产量及新车交付量均破20000辆。2024年11月13日,Xiaomi SU7第10万台整车完成下线,创造新车企10万台最快下线纪录,2024年11月18日,Xiaomi SU7提前完成10万台交付目标,足见小米汽车交付能力。2024全年小米汽车将全力冲刺13万辆交付新目标。 此外,小米汽车销售服务网络加快扩增。截至2024年9月30日,已在中国38个城市开业127家汽车销售门店,有望推动汽车更快交付。 “小米已经完成布局三条增长曲线。以手机、平板和可穿戴为核心的个人设备是第一条增长曲线,已经进入产业的成熟期,增长空间还非常大。以空调、冰箱、洗衣机为核心的家庭设备是第二条增长曲线,产业虽然传统,但创新的空间依然巨大。以汽车为核心的出行设备是第三条增长曲线,产业还在巨大的变革当中,有着无限的广阔的发展空间。”卢伟冰表示。 持续深耕底层核心技术,明确“三大铁律” “小米真听劝”,这是网友评价米家双区洗双洗烘洗衣机时说的最多的话。基于自研技术实力的不断增强,小米科技家电也向高端全面升级。2024年10月,小米发布双区洗双洗烘洗衣机和上出风口空调,“引爆”大家电行业,吸引众多女性用户。 10月27日,小米智能家电实验中心在武汉正式揭牌,总投资人民币1.2亿元,总面积超10000平方米,配有47间实验室,是集研发、测试、办公于一体的综合性产品开发基地。 小米“以用户为中心”,更是以强大研发投入作为支撑。小米持续在AI、OS和芯片领域投入研发。第三季度小米研发支出达60亿元,同比增长19.9%。截至2024年9月30日,研发人员总数达20436人,环比增加2146人。累计获得全球专利超4.1万件。 小米硬核科技成果有了源头活水。11月14日,小米汽车正式发布智能底盘预研技术,展示了小米全主动悬架、超级四电机系统、48V线控制动和48V线控转向四项核心技术。仅仅一年时间,小米汽车就发布了三代底盘技术,真正做到了量产一代、发布一代、预研一代。 与此同时,小米智能驾驶全面接入端到端大模型,并取名为HAD,2024年12月底开始推送先锋版。截至11月14日,小米智驾活跃率超85%,总行驶里程超8000万公里,NOA里程占智驾里程82.4%。10月30 日,Xiaomi SU7 Pro和Xiaomi SU7 Max还将开启分批全量推送城市领航辅助功能(城市NOA)。小米智能驾驶进入全新阶段。 招商国际认为,“在小米‘人车家全生态’体系下,受益于全球份额提升及AI应用落地,小米手机、AIoT基本盘业务将持续保持强劲,EV业务将实现快速成长。”花旗、汇丰等多家头部机构也均给予小米“买入”评级。 “小米方法论和小米高端化方法论的成功,就是以用户为中心,踏踏实实做爆品,有的厂商用很多个产品来包围,后来发现好像没用,我们做产品和其他人做产品不太一样,我们不认为多生孩子好打架,把一款产品做好,把一款产品做爆,这是关键。”卢伟冰提到,小米明确了技术为本、性价比为纲,永远做最酷的产品三大铁律。(文章来源:新京报)","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367775138468056,"gmtCreate":1730829356527,"gmtModify":1730829359322,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493163577009875","authorIdStr":"3493163577009875"},"themes":[],"htmlText":"川普,马斯克必胜!智慧与正义!","listText":"川普,马斯克必胜!智慧与正义!","text":"川普,马斯克必胜!智慧与正义!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367775138468056","isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350784205004984,"gmtCreate":1726666160767,"gmtModify":1726666163099,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493163577009875","authorIdStr":"3493163577009875"},"themes":[],"htmlText":"0.25% 大概率是25个基点","listText":"0.25% 大概率是25个基点","text":"0.25% 大概率是25个基点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350784205004984","isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346326169018432,"gmtCreate":1725589449906,"gmtModify":1725589451898,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493163577009875","authorIdStr":"3493163577009875"},"themes":[],"htmlText":"稳定收益的股票","listText":"稳定收益的股票","text":"稳定收益的股票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346326169018432","repostId":"2464019648","repostType":2,"repost":{"id":"2464019648","kind":"news","pubTimestamp":1725205009,"share":"https://www.laohu8.com/m/news/2464019648?lang=&edition=full","pubTime":"2024-09-01 23:36","market":"sh","language":"zh","title":"【华创交运*业绩点评】厦门国贸:1H24归母净利润8.4亿,主业短期承压,持续看好大宗供应链龙头转型广阔空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2464019648","media":"华创交运与供应...","summary":"公司公告2024年半年报业绩:1H24归母净利润8.4亿,同比-47%。具体内容详见华创证券研究所2024年9月1日发布的报告《厦门国贸:1H24归母净利润8.4亿,主业短期承压,持续看好大宗供应链龙头转型广阔空间》法律声明:华创证券研究所定位为面向专业投资者的研究团队,本资料仅适用于经认可的专业投资者,仅供在新媒体背景下研究观点的及时交流。","content":"<html><body><article><p>根据《证券期货投资者适当性管理办法》及配套指引,本资料仅面向华创证券客户中的<a href=\"https://laohu8.com/S/FISI\">金融机构</a>专业投资者,请勿对本资料进行任何形式的转发。若您不是华创证券客户中的金融机构专业投资者,请勿订阅、接收或使用本资料中的信息。本资料难以设置访问权限,若给您造成不便,敬请谅解。感谢您的理解与配合。<strong>公司公告2024年半年报业绩:1H24归母<span>净利润</span>8.4亿,同比-47%。</strong><strong>1)<span>营业收入</span></strong>:1H24实现1952亿元,同比-28%。其中24Q2实现983亿元,同比-34%;环比+1%。<strong>2)<span>毛利</span></strong>:1H24实现35.4亿元,同比+13%,毛利率1.8%,同比+0.7pct。其中24Q2实现19.0亿元,同比+61%,毛利率1.9%,同比+1.1pct。<strong>3)归母净利润</strong>:1H24实现8.4亿元,同比-47%,归母净<span>利率</span>0.4%,同比-0.2pct;其中24Q2实现4.3亿元,同比-49%,归母净利率0.4%,同比-0.1pct。根据公司公告,公司归母净利承压主要由于上年同期公司转让国贸期货和启润资本的部分股权以及主营类金融业务的子公司股权增加了归属于上市公司股东的净利润约2.81亿元;以及报告期国际外部环境复杂严峻、国内有效需求相对疲弱,公司供应链管理业务中部分品种因市场行情因素出现经营业绩下滑。<strong>分业务看,</strong>1H24供应链业务、健康科技业务、房地产与金融服务业务营业收入分别为1946、5.6、0.6亿元,其中供应链业务海外收入为342亿元。<strong>1)供应链业务:</strong>1H24占比99.7%。营业收入同比-27.8%。毛利率为1.7%,同比+0.6pct,主要由于1H24公司在铁矿石、煤炭、原油、木材等多个品种新增拓展长协资源,有效增厚毛利;新能源板块加强产业链布局,合作客户超过200家,其中产业客户占比超过90%;并合资成立湖北国贸新材料有限公司拓展光伏铝型材加工业务。<strong>分品类看,</strong>金属及金属矿产、能源化工、农林牧渔1H24营业收入分别为997、505、423亿元,同比-27.5%、-36.0%、-11.3%;经营货量同比-32.9%、-35.3%、-8.8%;期现结合毛利率分别为1.66%、2.18%、2.11%,同比分别+0.17pts、+0.99pts、+0.92pct。<strong>2)健康科技业务</strong><strong>:</strong>1H24公司健康科技业务实现营业收入5.6亿元,同比增长91.4%,毛利率39.8%,同比+33.89pct。公司医疗器械供应链板块已在上海、河南、湖北、北京、内蒙古设立SPD公司,基本形成全国核心区域SPD业务布局。旗下的微创外科手术整体解决方案提供商派尔特医疗上半年强化新产品研发,新增取得5个新产品的首次注册证书;积极开拓海外市场,已在80多个国家及地区建立了销售网络。1H24派尔特医疗实现营收3.1亿元,同比+33.7%,境外收入占比超45%,归母净利6684万元,同比+108.3%。<strong>3)金融与地产:</strong>1H24金融与地产业务营收0.6亿元,占全部营业收入 0.03%,同比下降97.5%,毛利率同比+22pct。主要由于公司地产结算收入大幅下降所致。自2021年公司转让<a href=\"https://laohu8.com/S/600755\">厦门国贸</a>房地产有限公司和厦门国贸发展有限公司股权之后,公司逐步退出了房地产行业。毛利率提升主要由于1H23金融服务业务中子公司启润资本毛利率较低。<strong>公司持续推动产业化、国际化、数字化战略。</strong><strong>1)延伸产业链布局,打造新增长曲线。</strong>延伸产业链布局,持续开发新兴业务品类及成熟业务板块中的高附加值品类,积极布局天然气、石英砂/石等新品种资源,打造新增长曲线。<strong>2)深化国际化发展,推动关键物流节点布局。</strong>公司已在东南亚、中亚、中东、南美等地设立20余家主要子公司,海外团队建设逐步完善。1H24公司新设立越南平台公司,主要拓展钢铁业务;新设立德国办事处,积极拓展新能源业务。截至1H24公司在意大利、赞比亚、坦桑尼亚等国家签约16个海外仓;海外物流项目稳步发展,西非海上转运项目完成过驳转运总量近500万吨,印尼ARK浮吊和驳船作业量总计超600万吨。<strong>3)迭代数字化应用,持续提升经营管理效能。</strong>1H24公司多个供应链业务品种数字化系统实现迭代升级,新增上线煤炭业务数字化系统,持续提升经营管理效能,不断强化中后台管理能力;截至1H24公司“国贸云链”累计订单超8万笔,成交金额超260亿元;“金贸通”平台客户累计用信约25亿元,与金融机构合作开发的“未来提货权”供应链金融产品实现首笔成功放款。<strong>我们持续看好公司作为大宗供应链龙头转型逻辑逐步兑现与公司战略聚焦带来的价值提升。</strong>我们此前提出了“纵向流量+横向变现”的投资研究框架:1)收入端,纵向流量稳定增长:格局红利、龙头份额集中+新品类扩张。2)利润率端,提质增效,横向变现能力持续增强:高利润率品类拓展+物流布局带来高周转降本增效+高利润率一体化项目运营丰富收益。<strong>投资建议:</strong><strong>1)盈利预测:</strong>基于大宗商品需求恢复弱于预期,我们预计2024-2026年盈利预测分别为18.6、20.4、22.8亿元,对应EPS分别为0.84、0.92、1.03元,对应PE分别为7、6、6倍。<strong>2)高股息品种。</strong>公司在23年提升<span>分红</span>比例至57.6%,作为低估值、高股息标的,我们认为一旦市场对经济预期转暖,公司将具备进可攻、退可守的强配置价值。维持“强推”评级。<strong>风险提示:大宗商品需求大幅下降,经济出现下滑。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20240901233758348v163r9e8j64mims\"/><p><strong>具体内容详见华创证券研究所2024年9月1日发布的报告</strong>《<strong>厦门国贸:1H24归母净利润8.4亿,主业短期承压,持续看好大宗供应链龙头转型广阔空间》</strong></p><p><strong>法律声明:</strong>华创证券研究所定位为面向专业投资者的研究团队,本资料仅适用于经认可的专业投资者,仅供在新媒体背景下研究观点的及时交流。华创证券不因任何订阅本资料的行为而将订阅人视为公司的客户。普通投资者若使用本资料,有可能因缺乏解读服务而对报告中的关键假设、评级、目标价等内容产生理解上的歧义,进而造成投资损失。本资料来自华创证券研究所已经发布的研究报告,若对报告的摘编产生歧义,应以报告发布当日的完整内容为准。须注意的是,本资料仅代表报告发布当日的判断,相关的分析意见及推测可能会根据华创证券研究所后续发布的研究报告在不发出通知的情形下做出更改。华创证券的其他业务部门或附属机构可能独立做出与本资料的意见或建议不一致的投资决策。本资料所指的证券或金融工具的价格、价值及收入可涨可跌,以往的表现不应作为日后表现的显示及担保。本资料仅供订阅人参考之用,不是或不应被视为出售、购买或认购证券或其它金融工具的要约或要约邀请。订阅人不应单纯依靠本资料的信息而取代自身的独立判断,应自主作出投资决策并自行承担投资风险。华创证券不对使用本资料涉及的信息所产生的任何直接或间接损失或与此有关的其他损失承担任何责任。本资料所载的证券市场研究信息通常基于特定的假设条件,提供中长期的价值判断,或者依据“相对指数表现”给出投资建议,并不涉及对具体证券或金融工具在具体价位、具体时点、具体市场表现的判断,因此不能够等同于带有针对性的、指导具体投资的操作意见。普通个人投资者如需使用本资料,须寻求专业投资顾问的指导及相关的后续解读服务。若因不当使用相关信息而造成任何直接或间接损失,华创证券对此不承担任何形式的责任。未经华创证券事先书面授权,任何机构或个人不得以任何方式修改、发送或者复制本资料的内容。华创证券未曾对任何网络、平面媒体做出过允许转载的日常授权。除经华创证券认可的媒体约稿等情况外,其他一切转载行为均属违法。如因侵权行为给华创证券造成任何直接或间接的损失,华创证券保留追究相关法律责任的权利。订阅人若有任何疑问,或欲获得完整报告内容,敬请联系华创证券的机构销售部门,或者发送邮件至jiedu@hcyjs.com。</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>【华创交运*业绩点评】厦门国贸:1H24归母净利润8.4亿,主业短期承压,持续看好大宗供应链龙头转型广阔空间</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{ 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class=\"title\">\n【华创交运*业绩点评】厦门国贸:1H24归母净利润8.4亿,主业短期承压,持续看好大宗供应链龙头转型广阔空间\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-01 23:36 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024090123380595d95581&s=b><strong>华创交运与供应...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据《证券期货投资者适当性管理办法》及配套指引,本资料仅面向华创证券客户中的金融机构专业投资者,请勿对本资料进行任何形式的转发。若您不是华创证券客户中的金融机构专业投资者,请勿订阅、接收或使用本资料中的信息。本资料难以设置访问权限,若给您造成不便,敬请谅解。感谢您的理解与配合。公司公告2024年半年报业绩:1H24归母净利润8.4亿,同比-47%。1)营业收入:1H24实现1952亿元,同比-...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024090123380595d95581&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"600755":"厦门国贸"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024090123380595d95581&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2464019648","content_text":"根据《证券期货投资者适当性管理办法》及配套指引,本资料仅面向华创证券客户中的金融机构专业投资者,请勿对本资料进行任何形式的转发。若您不是华创证券客户中的金融机构专业投资者,请勿订阅、接收或使用本资料中的信息。本资料难以设置访问权限,若给您造成不便,敬请谅解。感谢您的理解与配合。公司公告2024年半年报业绩:1H24归母净利润8.4亿,同比-47%。1)营业收入:1H24实现1952亿元,同比-28%。其中24Q2实现983亿元,同比-34%;环比+1%。2)毛利:1H24实现35.4亿元,同比+13%,毛利率1.8%,同比+0.7pct。其中24Q2实现19.0亿元,同比+61%,毛利率1.9%,同比+1.1pct。3)归母净利润:1H24实现8.4亿元,同比-47%,归母净利率0.4%,同比-0.2pct;其中24Q2实现4.3亿元,同比-49%,归母净利率0.4%,同比-0.1pct。根据公司公告,公司归母净利承压主要由于上年同期公司转让国贸期货和启润资本的部分股权以及主营类金融业务的子公司股权增加了归属于上市公司股东的净利润约2.81亿元;以及报告期国际外部环境复杂严峻、国内有效需求相对疲弱,公司供应链管理业务中部分品种因市场行情因素出现经营业绩下滑。分业务看,1H24供应链业务、健康科技业务、房地产与金融服务业务营业收入分别为1946、5.6、0.6亿元,其中供应链业务海外收入为342亿元。1)供应链业务:1H24占比99.7%。营业收入同比-27.8%。毛利率为1.7%,同比+0.6pct,主要由于1H24公司在铁矿石、煤炭、原油、木材等多个品种新增拓展长协资源,有效增厚毛利;新能源板块加强产业链布局,合作客户超过200家,其中产业客户占比超过90%;并合资成立湖北国贸新材料有限公司拓展光伏铝型材加工业务。分品类看,金属及金属矿产、能源化工、农林牧渔1H24营业收入分别为997、505、423亿元,同比-27.5%、-36.0%、-11.3%;经营货量同比-32.9%、-35.3%、-8.8%;期现结合毛利率分别为1.66%、2.18%、2.11%,同比分别+0.17pts、+0.99pts、+0.92pct。2)健康科技业务:1H24公司健康科技业务实现营业收入5.6亿元,同比增长91.4%,毛利率39.8%,同比+33.89pct。公司医疗器械供应链板块已在上海、河南、湖北、北京、内蒙古设立SPD公司,基本形成全国核心区域SPD业务布局。旗下的微创外科手术整体解决方案提供商派尔特医疗上半年强化新产品研发,新增取得5个新产品的首次注册证书;积极开拓海外市场,已在80多个国家及地区建立了销售网络。1H24派尔特医疗实现营收3.1亿元,同比+33.7%,境外收入占比超45%,归母净利6684万元,同比+108.3%。3)金融与地产:1H24金融与地产业务营收0.6亿元,占全部营业收入 0.03%,同比下降97.5%,毛利率同比+22pct。主要由于公司地产结算收入大幅下降所致。自2021年公司转让厦门国贸房地产有限公司和厦门国贸发展有限公司股权之后,公司逐步退出了房地产行业。毛利率提升主要由于1H23金融服务业务中子公司启润资本毛利率较低。公司持续推动产业化、国际化、数字化战略。1)延伸产业链布局,打造新增长曲线。延伸产业链布局,持续开发新兴业务品类及成熟业务板块中的高附加值品类,积极布局天然气、石英砂/石等新品种资源,打造新增长曲线。2)深化国际化发展,推动关键物流节点布局。公司已在东南亚、中亚、中东、南美等地设立20余家主要子公司,海外团队建设逐步完善。1H24公司新设立越南平台公司,主要拓展钢铁业务;新设立德国办事处,积极拓展新能源业务。截至1H24公司在意大利、赞比亚、坦桑尼亚等国家签约16个海外仓;海外物流项目稳步发展,西非海上转运项目完成过驳转运总量近500万吨,印尼ARK浮吊和驳船作业量总计超600万吨。3)迭代数字化应用,持续提升经营管理效能。1H24公司多个供应链业务品种数字化系统实现迭代升级,新增上线煤炭业务数字化系统,持续提升经营管理效能,不断强化中后台管理能力;截至1H24公司“国贸云链”累计订单超8万笔,成交金额超260亿元;“金贸通”平台客户累计用信约25亿元,与金融机构合作开发的“未来提货权”供应链金融产品实现首笔成功放款。我们持续看好公司作为大宗供应链龙头转型逻辑逐步兑现与公司战略聚焦带来的价值提升。我们此前提出了“纵向流量+横向变现”的投资研究框架:1)收入端,纵向流量稳定增长:格局红利、龙头份额集中+新品类扩张。2)利润率端,提质增效,横向变现能力持续增强:高利润率品类拓展+物流布局带来高周转降本增效+高利润率一体化项目运营丰富收益。投资建议:1)盈利预测:基于大宗商品需求恢复弱于预期,我们预计2024-2026年盈利预测分别为18.6、20.4、22.8亿元,对应EPS分别为0.84、0.92、1.03元,对应PE分别为7、6、6倍。2)高股息品种。公司在23年提升分红比例至57.6%,作为低估值、高股息标的,我们认为一旦市场对经济预期转暖,公司将具备进可攻、退可守的强配置价值。维持“强推”评级。风险提示:大宗商品需求大幅下降,经济出现下滑。具体内容详见华创证券研究所2024年9月1日发布的报告《厦门国贸:1H24归母净利润8.4亿,主业短期承压,持续看好大宗供应链龙头转型广阔空间》法律声明:华创证券研究所定位为面向专业投资者的研究团队,本资料仅适用于经认可的专业投资者,仅供在新媒体背景下研究观点的及时交流。华创证券不因任何订阅本资料的行为而将订阅人视为公司的客户。普通投资者若使用本资料,有可能因缺乏解读服务而对报告中的关键假设、评级、目标价等内容产生理解上的歧义,进而造成投资损失。本资料来自华创证券研究所已经发布的研究报告,若对报告的摘编产生歧义,应以报告发布当日的完整内容为准。须注意的是,本资料仅代表报告发布当日的判断,相关的分析意见及推测可能会根据华创证券研究所后续发布的研究报告在不发出通知的情形下做出更改。华创证券的其他业务部门或附属机构可能独立做出与本资料的意见或建议不一致的投资决策。本资料所指的证券或金融工具的价格、价值及收入可涨可跌,以往的表现不应作为日后表现的显示及担保。本资料仅供订阅人参考之用,不是或不应被视为出售、购买或认购证券或其它金融工具的要约或要约邀请。订阅人不应单纯依靠本资料的信息而取代自身的独立判断,应自主作出投资决策并自行承担投资风险。华创证券不对使用本资料涉及的信息所产生的任何直接或间接损失或与此有关的其他损失承担任何责任。本资料所载的证券市场研究信息通常基于特定的假设条件,提供中长期的价值判断,或者依据“相对指数表现”给出投资建议,并不涉及对具体证券或金融工具在具体价位、具体时点、具体市场表现的判断,因此不能够等同于带有针对性的、指导具体投资的操作意见。普通个人投资者如需使用本资料,须寻求专业投资顾问的指导及相关的后续解读服务。若因不当使用相关信息而造成任何直接或间接损失,华创证券对此不承担任何形式的责任。未经华创证券事先书面授权,任何机构或个人不得以任何方式修改、发送或者复制本资料的内容。华创证券未曾对任何网络、平面媒体做出过允许转载的日常授权。除经华创证券认可的媒体约稿等情况外,其他一切转载行为均属违法。如因侵权行为给华创证券造成任何直接或间接的损失,华创证券保留追究相关法律责任的权利。订阅人若有任何疑问,或欲获得完整报告内容,敬请联系华创证券的机构销售部门,或者发送邮件至jiedu@hcyjs.com。","news_type":1},"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337852408566032,"gmtCreate":1723504153275,"gmtModify":1723504154727,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493163577009875","authorIdStr":"3493163577009875"},"themes":[],"htmlText":"为人类健康努力<a href=\"https://laohu8.com/S/INAB\">$IN8bio, Inc.(INAB)$ </a> ","listText":"为人类健康努力<a href=\"https://laohu8.com/S/INAB\">$IN8bio, Inc.(INAB)$ </a> ","text":"为人类健康努力$IN8bio, Inc.(INAB)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337852408566032","repostId":"2458409604","repostType":2,"repost":{"id":"2458409604","kind":"highlight","pubTimestamp":1723464300,"share":"https://www.laohu8.com/m/news/2458409604?lang=&edition=full","pubTime":"2024-08-12 20:05","market":"us","language":"en","title":"IN8bio Solidifies Position as a Clinical Leader of Gamma-Delta T Cell Therapy in Oncology with 100% of Treated AML Patients in Complete Remission and Receives FDA Guidance for Registrational Trial of INB-100","url":"https://stock-news.laohu8.com/highlight/detail?id=2458409604","media":"GlobeNewswire","summary":"Received FDA guidance on the registrational path for INB-100 in acute myeloid leukemia , an investigational allogeneic gamma-delta T cell therapy, with IND submission anticipated in Q1 2025.Early clinical data from investigator sponsored trials demonstrates prolonged relapse-free survival across both AML and glioblastoma programs, compared to current standard-of-care, with both programs advancing to Phase 2 clinical development.Solidifying position as a leader in gamma-delta T cell therapy for oncology as the first company to report improvements in relapse-free survival in both solid and hematological cancers with allogeneic or autologous gamma-delta T cells.Conference call and webcast to be hosted today at 8:30 a.m. ET. Use this link to participate. A listen-only version of the webcast is available here.Every AML patient treated with INB-100 remains in complete remission , and patients across both trials have exceeded expected progression-free survival to date. These data continue t","content":"<html><body><img hspace=\"5\" src=\"https://s.yimg.com/uu/api/res/1.2/rUdegrSOeOFk4PkDGTiJoQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/globenewswire.com/2eaff8c6754066d4f7498c1179b53d18\" title=\"IN8bioLogo.jpg\" vspace=\"5\"/>\n<ul>\n<li>Received FDA guidance on the registrational path for INB-100 in acute myeloid leukemia (AML), an investigational allogeneic gamma-delta T cell therapy, with IND submission anticipated in Q1 2025.</li>\n</ul>\n<ul>\n<li>Early clinical data from investigator sponsored trials demonstrates prolonged relapse-free survival across both AML and glioblastoma (GBM) programs, compared to current standard-of-care, with both programs advancing to Phase 2 clinical development.</li>\n</ul>\n<ul type=\"disc\">\n<li>Solidifying position as a leader in gamma-delta T cell therapy for oncology as the first company to report improvements in relapse-free survival in both solid and hematological cancers with allogeneic or autologous gamma-delta T cells.</li>\n</ul>\n<ul type=\"disc\">\n<li>Conference call and webcast to be hosted today at 8:30 a.m. ET. Use this link to participate. A listen-only version of the webcast is available here.<br/></li>\n</ul>\n<p>NEW YORK, Aug. 12, 2024 (GLOBE NEWSWIRE) -- <strong><u><a href=\"https://laohu8.com/S/INAB\">IN8bio, Inc.</a></u></strong><strong> (Nasdaq: INAB)</strong>, a leading clinical-stage biopharmaceutical company developing innovative gamma-delta T cell therapies for cancer, today announced updated positive clinical data from both of the Company’s Phase 1 investigator-sponsored trials of INB-100 for hematological malignancies and INB-200 for GBM. The Company has also completed a Type B meeting with the FDA and received guidance on the registrational path to advance INB-100 for the treatment of AML.</p>\n<p>Every AML patient treated with INB-100 remains in complete remission (CR), and patients across both trials have exceeded expected progression-free survival (PFS) to date. These data continue to demonstrate the broad clinical potential of gamma-delta T cells for difficult-to-treat cancers and provides support for the advancement of these therapies into Phase 2 trials.</p>\n<p>As of August 1, 2024, no new relapses have been reported since the clinical updates provided at the American Society of Clinical Oncology (ASCO) and the European Hematology Association (EHA) annual meetings.</p>\n<p>“Our gamma-delta T cell therapies, engineered with our industry-leading manufacturing technology, continue to demonstrate their potential to eliminate residual cancer cells and to revolutionize cancer treatment,” said William Ho, CEO and co-founder of IN8bio. “The safety profile of gamma-delta T cells has been manageable and well-tolerated across both indications with no significant cell therapy-related toxicities reported to date in any patients across these Phase 1 trials.”</p>\n<p><strong>Program Details as of August 1, 2024:</strong></p>\n<p><strong>INB-100 for AML </strong></p>\n<ul type=\"disc\">\n<li><strong>FDA Guidance on Registrational Program</strong>: Following a Type B meeting with the FDA earlier this summer, IN8bio received regulatory guidance on advancing INB-100 for the treatment of AML as a post-transplant maintenance therapy, with relapse-free survival as the primary endpoint. To date, 100% of AML patients treated with INB-100 are in long-term CR, providing a promising path for the registrational trial. IN8bio plans to submit an Investigational New Drug (IND) application to the FDA in Q1 2025. Pending clearance, the Company could initiate a registrational trial for AML in 2025.<br/></li>\n<li><strong>100% 1-year Relapse-Free Survival:</strong> All patients dosed in the Phase 1 investigator-sponsored trial continue to demonstrate relapse-free survival beyond one year. These patients are mostly classified as high-risk, a category where ~25% would typically be expected to relapse within 100 days post-transplant and up to 50% by one year.<br/></li>\n<li><strong>AML Patient Outcomes:</strong> 100% of AML patients remain relapse-free after receiving their dose of INB-100. There have been no new relapses reported since the last update with a data cut-off on May 15, 2024. The previously reported patients with other leukemic diagnoses (ALL and MDS/MPN overlap with concurrent TP53 mutations) who relapsed are still alive. The proposed Phase 2 registrational trial will only include patients with AML, a highly aggressive leukemia with high relapse rates, where Phase 1 results to date have shown the most promising long-term responses.<br/></li>\n<li><strong>Expansion Cohort: </strong>Enrollment in expansion cohort is ongoing, and all treated patients remain in CR, with several having been evaluated for at least 90 days post-transplant and the longest nearing seven months. Full enrollment of the 10-patient expansion cohort is expected by the end of 2024, with long-term follow up results anticipated in 2025.<br/></li>\n<li><strong>Gamma-Delta T Cell Persistence:</strong> A significant increase in dose-dependent long-term expansion and persistence of circulating gamma-delta T cells continues to be observed up to day 365 post-infusion. This marks the first instance of an allogeneic cellular therapy demonstrating both persistence and expansion over this extended time frame. Cell persistence potentially allows for the gamma-delta T cells to conduct longer immune surveillance to prevent relapse.<br/></li>\n</ul>\n<p><strong>INB-200 for GBM</strong></p>\n<ul type=\"disc\">\n<li><strong>Novel Cellular Therapy Approach: </strong>IN8bio’s proprietary drug-resistant immunotherapy (DRI) technology combines standard-of-care chemotherapy with gene-edited, chemotherapy-resistant gamma-delta T cells. Initial data points to a potential dose response across the three cohorts with dose-escalation ranging from a single dose in cohort 1, three doses in cohort 2, and up to six repeat doses in cohort 3. All patients in cohort 1 eventually relapsed. There have been no new relapses with a range of remission from 9.5 to 37.9 months in cohorts 2 and 3 to date. Multiple patients in these higher repeat dose cohorts have now exceeded the overall survival expected with standard-of-care alone relative to historical data. <br/><br/><br/></li>\n<li><strong>MGMT-unmethylated GBM patients</strong>: Several patients in this group, who are typically poor responders and generally unresponsive to chemotherapy, have remained in remission longer than expected. Notably, one patient who received six doses of INB-200 has been in remission for over a year. Updated clinical data from this trial is expected to be presented in Q4 2024.<br/><br/><br/></li>\n<li><strong>INB-400 in Phase 2 trial:</strong> This study is investigating six doses of autologous gamma-delta T cells in front-line GBM treatment in combination with standard-of-care. The trial is actively enrolling and treating patients at multiple leading cancer centers across the United States.<br/></li>\n</ul>\n<p>Mr. Ho, also commented, “These therapies take advantage of the gamma-delta T cells’ natural ability to target the heterogeneity of cancers, prevent immune escape and disease relapse. Multiple patients have now remained in progression-free remissions longer than expected with many now exceeding expected overall survival, based on historical data. The safety profile and long-term remissions observed with both INB-100 and INB-200, now exceeding three years, across two difficult indications, suggest a significant potential advancement for cellular therapies for cancer. With these compelling results to date, IN8bio stands at the forefront of innovation in oncology and gamma-delta T cell development.”</p>\n<p><strong>Conference Call Details</strong></p>\n<p>IN8bio will host a conference call and webcast today, Monday, August 12, 2024, at 8:30 am ET. The webcast can be accessed by clicking this link and can also be accessed on the Events & Presentations page of the Company’s website. To participate in the live call, please register using this link. It is recommended that participants register at least 15 minutes in advance of the call. Once registered, participants will be informed of the dial-in number and will be provided a unique PIN.</p>\n<p><strong>About IN8bio</strong></p>\n<p>IN8bio is a clinical-stage biopharmaceutical company developing gamma-delta T cell-based immunotherapies for cancer patients. Gamma-delta T cells are a specialized population of T cells that possess unique properties, including the ability to differentiate between healthy and diseased tissue. The company’s lead program INB-400 is in a Phase 2 trial in GBM. Additional programs include Phase 1 trials in solid and hematologic tumors, including INB-200 for GBM and INB-100 for patients with hematologic malignancies undergoing transplantation. For more information about IN8bio, visit <u>www.IN8bio.com</u>.</p>\n<p><strong>Forward Looking Statements</strong></p>\n<p>This press release may contain forward-looking statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These statements may be identified by words such as “aims,” “anticipates,” “believes,” “could,” “estimates,” “expects,” “forecasts,” “goal,” “intends,” “may,” “plans,” “possible,” “potential,” “seeks,” “will” and variations of these words or similar expressions that are intended to identify forward-looking statements, although not all forward-looking statements contain these words. Forward-looking statements in this press release include, but are not limited to, statements regarding: IN8bio’s ability to continue advancing our gamma-delta T-cell programs; the broad clinical potential of gamma-delta T cell therapies to revolutionize cancer treatment; the ability of INB-100 and INB-200 to target difficult to treat cancers and to continue to demonstrate an improvement in relapse free survival across both AML and GBM; the timing and success of IN8bio’s interactions with regulatory agencies, including the FDA; and IN8bio’s ability to achieve anticipated milestones, including expected presentations and data readouts from its trials, enrollment of additional patients in its clinical trials, advancement of clinical development plans and submission of INDs. IN8bio may not actually achieve the plans, intentions or expectations disclosed in these forward-looking statements, and you should not place undue reliance on these forward-looking statements. Actual results or events could differ materially from the plans, intentions and expectations disclosed in these forward-looking statements as a result of various factors, including: risks to site initiation, clinical trial commencement, patient enrollment and follow-up, as well as IN8bio’s ability to meet anticipated deadlines and milestones, presented by public health crises as well as rising inflation and regulatory developments; uncertainties inherent in the initiation and completion of preclinical studies and clinical trials and clinical development of IN8bio’s product candidates; the risk that IN8bio may not realize the intended benefits of its DeltEx platform; availability and timing of results from preclinical studies and clinical trials; whether the outcomes of preclinical studies will be predictive of clinical trial results; whether initial or interim results from a clinical trial will be predictive of the final results of the trial or the results of future trials; the risk that trials and studies may be delayed and may not have satisfactory outcomes; potential adverse effects arising from the testing or use of IN8bio’s product candidates; expectations for regulatory approvals to conduct trials or to market products; IN8bio’s reliance on third parties, including licensors and clinical research organizations; and other important factors, any of which could cause our actual results to differ from those contained in the forward-looking statements, are described in greater detail in the section entitled “Risk Factors” in our Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission (SEC) on August 8, 2024, as well as in other filings IN8bio may make with the SEC in the future. Any forward-looking statements contained in this press release speak only as of the date hereof, and IN8bio expressly disclaims any obligation to update any forward-looking statements contained herein, whether because of any new information, future events,</p>\n<p>Corporate Contact:</p>\n<p>IN8bio, Inc.<br/>Glenn Schulman, PharmD, MPH<br/>203.494.7411<br/>gdschulman@IN8bio.com<br/><br/><br/></p>\n<p>Investors Contact<br/>Meru Advisors<br/>Lee M. Stern<br/>lstern@meruadvisors.com<br/><br/><br/></p>\n<p>Media Contact<br/>Kimberly Ha<br/>KKH Advisors<br/>917.291.5744<br/>kimberly.ha@kkhadvisors.com<br/><br/><br/><br/></p>\n<br/></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>IN8bio Solidifies Position as a Clinical Leader of Gamma-Delta T Cell Therapy in Oncology with 100% of Treated AML Patients in Complete Remission and Receives FDA Guidance for Registrational Trial of INB-100</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\">\nIN8bio Solidifies Position as a Clinical Leader of Gamma-Delta T Cell Therapy in Oncology with 100% of Treated AML Patients in Complete Remission and Receives FDA Guidance for Registrational Trial of INB-100\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-12 20:05 GMT+8 <a href=https://finance.yahoo.com/news/in8bio-solidifies-position-clinical-leader-120500289.html><strong>GlobeNewswire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Received FDA guidance on the registrational path for INB-100 in acute myeloid leukemia (AML), an investigational allogeneic gamma-delta T cell therapy, with IND submission anticipated in Q1 2025.\n\n\n...</p>\n\n<a href=\"https://finance.yahoo.com/news/in8bio-solidifies-position-clinical-leader-120500289.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/q1aLUvDIPjpm1dRcpp7cyw--~B/aD01NjM7dz0xMTM2O2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/globenewswire.com/5d6ee3f35b7ad09d7aba87e526c16190","relate_stocks":{"BK4161":"工业机械","PFS":"Provident Financial Services Inc","INAB":"IN8bio, Inc.","BK4195":"互助储蓄与抵押信贷金融服务","CR":"crane","BK4585":"ETF&股票定投概念","BK4139":"生物科技","BK4209":"餐馆","BK4539":"次新股","BK4504":"桥水持仓","BK4588":"碎股","DRI":"达登饭店","BK4211":"区域性银行","INB":"Cohen & Steers Global Income Bui"},"source_url":"https://finance.yahoo.com/news/in8bio-solidifies-position-clinical-leader-120500289.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2458409604","content_text":"Received FDA guidance on the registrational path for INB-100 in acute myeloid leukemia (AML), an investigational allogeneic gamma-delta T cell therapy, with IND submission anticipated in Q1 2025.\n\n\nEarly clinical data from investigator sponsored trials demonstrates prolonged relapse-free survival across both AML and glioblastoma (GBM) programs, compared to current standard-of-care, with both programs advancing to Phase 2 clinical development.\n\n\nSolidifying position as a leader in gamma-delta T cell therapy for oncology as the first company to report improvements in relapse-free survival in both solid and hematological cancers with allogeneic or autologous gamma-delta T cells.\n\n\nConference call and webcast to be hosted today at 8:30 a.m. ET. Use this link to participate. A listen-only version of the webcast is available here.\n\nNEW YORK, Aug. 12, 2024 (GLOBE NEWSWIRE) -- IN8bio, Inc. (Nasdaq: INAB), a leading clinical-stage biopharmaceutical company developing innovative gamma-delta T cell therapies for cancer, today announced updated positive clinical data from both of the Company’s Phase 1 investigator-sponsored trials of INB-100 for hematological malignancies and INB-200 for GBM. The Company has also completed a Type B meeting with the FDA and received guidance on the registrational path to advance INB-100 for the treatment of AML.\nEvery AML patient treated with INB-100 remains in complete remission (CR), and patients across both trials have exceeded expected progression-free survival (PFS) to date. These data continue to demonstrate the broad clinical potential of gamma-delta T cells for difficult-to-treat cancers and provides support for the advancement of these therapies into Phase 2 trials.\nAs of August 1, 2024, no new relapses have been reported since the clinical updates provided at the American Society of Clinical Oncology (ASCO) and the European Hematology Association (EHA) annual meetings.\n“Our gamma-delta T cell therapies, engineered with our industry-leading manufacturing technology, continue to demonstrate their potential to eliminate residual cancer cells and to revolutionize cancer treatment,” said William Ho, CEO and co-founder of IN8bio. “The safety profile of gamma-delta T cells has been manageable and well-tolerated across both indications with no significant cell therapy-related toxicities reported to date in any patients across these Phase 1 trials.”\nProgram Details as of August 1, 2024:\nINB-100 for AML \n\nFDA Guidance on Registrational Program: Following a Type B meeting with the FDA earlier this summer, IN8bio received regulatory guidance on advancing INB-100 for the treatment of AML as a post-transplant maintenance therapy, with relapse-free survival as the primary endpoint. To date, 100% of AML patients treated with INB-100 are in long-term CR, providing a promising path for the registrational trial. IN8bio plans to submit an Investigational New Drug (IND) application to the FDA in Q1 2025. Pending clearance, the Company could initiate a registrational trial for AML in 2025.\n100% 1-year Relapse-Free Survival: All patients dosed in the Phase 1 investigator-sponsored trial continue to demonstrate relapse-free survival beyond one year. These patients are mostly classified as high-risk, a category where ~25% would typically be expected to relapse within 100 days post-transplant and up to 50% by one year.\nAML Patient Outcomes: 100% of AML patients remain relapse-free after receiving their dose of INB-100. There have been no new relapses reported since the last update with a data cut-off on May 15, 2024. The previously reported patients with other leukemic diagnoses (ALL and MDS/MPN overlap with concurrent TP53 mutations) who relapsed are still alive. The proposed Phase 2 registrational trial will only include patients with AML, a highly aggressive leukemia with high relapse rates, where Phase 1 results to date have shown the most promising long-term responses.\nExpansion Cohort: Enrollment in expansion cohort is ongoing, and all treated patients remain in CR, with several having been evaluated for at least 90 days post-transplant and the longest nearing seven months. Full enrollment of the 10-patient expansion cohort is expected by the end of 2024, with long-term follow up results anticipated in 2025.\nGamma-Delta T Cell Persistence: A significant increase in dose-dependent long-term expansion and persistence of circulating gamma-delta T cells continues to be observed up to day 365 post-infusion. This marks the first instance of an allogeneic cellular therapy demonstrating both persistence and expansion over this extended time frame. Cell persistence potentially allows for the gamma-delta T cells to conduct longer immune surveillance to prevent relapse.\n\nINB-200 for GBM\n\nNovel Cellular Therapy Approach: IN8bio’s proprietary drug-resistant immunotherapy (DRI) technology combines standard-of-care chemotherapy with gene-edited, chemotherapy-resistant gamma-delta T cells. Initial data points to a potential dose response across the three cohorts with dose-escalation ranging from a single dose in cohort 1, three doses in cohort 2, and up to six repeat doses in cohort 3. All patients in cohort 1 eventually relapsed. There have been no new relapses with a range of remission from 9.5 to 37.9 months in cohorts 2 and 3 to date. Multiple patients in these higher repeat dose cohorts have now exceeded the overall survival expected with standard-of-care alone relative to historical data. \nMGMT-unmethylated GBM patients: Several patients in this group, who are typically poor responders and generally unresponsive to chemotherapy, have remained in remission longer than expected. Notably, one patient who received six doses of INB-200 has been in remission for over a year. Updated clinical data from this trial is expected to be presented in Q4 2024.\nINB-400 in Phase 2 trial: This study is investigating six doses of autologous gamma-delta T cells in front-line GBM treatment in combination with standard-of-care. The trial is actively enrolling and treating patients at multiple leading cancer centers across the United States.\n\nMr. Ho, also commented, “These therapies take advantage of the gamma-delta T cells’ natural ability to target the heterogeneity of cancers, prevent immune escape and disease relapse. Multiple patients have now remained in progression-free remissions longer than expected with many now exceeding expected overall survival, based on historical data. The safety profile and long-term remissions observed with both INB-100 and INB-200, now exceeding three years, across two difficult indications, suggest a significant potential advancement for cellular therapies for cancer. With these compelling results to date, IN8bio stands at the forefront of innovation in oncology and gamma-delta T cell development.”\nConference Call Details\nIN8bio will host a conference call and webcast today, Monday, August 12, 2024, at 8:30 am ET. The webcast can be accessed by clicking this link and can also be accessed on the Events & Presentations page of the Company’s website. To participate in the live call, please register using this link. It is recommended that participants register at least 15 minutes in advance of the call. Once registered, participants will be informed of the dial-in number and will be provided a unique PIN.\nAbout IN8bio\nIN8bio is a clinical-stage biopharmaceutical company developing gamma-delta T cell-based immunotherapies for cancer patients. Gamma-delta T cells are a specialized population of T cells that possess unique properties, including the ability to differentiate between healthy and diseased tissue. The company’s lead program INB-400 is in a Phase 2 trial in GBM. Additional programs include Phase 1 trials in solid and hematologic tumors, including INB-200 for GBM and INB-100 for patients with hematologic malignancies undergoing transplantation. For more information about IN8bio, visit www.IN8bio.com.\nForward Looking Statements\nThis press release may contain forward-looking statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These statements may be identified by words such as “aims,” “anticipates,” “believes,” “could,” “estimates,” “expects,” “forecasts,” “goal,” “intends,” “may,” “plans,” “possible,” “potential,” “seeks,” “will” and variations of these words or similar expressions that are intended to identify forward-looking statements, although not all forward-looking statements contain these words. Forward-looking statements in this press release include, but are not limited to, statements regarding: IN8bio’s ability to continue advancing our gamma-delta T-cell programs; the broad clinical potential of gamma-delta T cell therapies to revolutionize cancer treatment; the ability of INB-100 and INB-200 to target difficult to treat cancers and to continue to demonstrate an improvement in relapse free survival across both AML and GBM; the timing and success of IN8bio’s interactions with regulatory agencies, including the FDA; and IN8bio’s ability to achieve anticipated milestones, including expected presentations and data readouts from its trials, enrollment of additional patients in its clinical trials, advancement of clinical development plans and submission of INDs. IN8bio may not actually achieve the plans, intentions or expectations disclosed in these forward-looking statements, and you should not place undue reliance on these forward-looking statements. Actual results or events could differ materially from the plans, intentions and expectations disclosed in these forward-looking statements as a result of various factors, including: risks to site initiation, clinical trial commencement, patient enrollment and follow-up, as well as IN8bio’s ability to meet anticipated deadlines and milestones, presented by public health crises as well as rising inflation and regulatory developments; uncertainties inherent in the initiation and completion of preclinical studies and clinical trials and clinical development of IN8bio’s product candidates; the risk that IN8bio may not realize the intended benefits of its DeltEx platform; availability and timing of results from preclinical studies and clinical trials; whether the outcomes of preclinical studies will be predictive of clinical trial results; whether initial or interim results from a clinical trial will be predictive of the final results of the trial or the results of future trials; the risk that trials and studies may be delayed and may not have satisfactory outcomes; potential adverse effects arising from the testing or use of IN8bio’s product candidates; expectations for regulatory approvals to conduct trials or to market products; IN8bio’s reliance on third parties, including licensors and clinical research organizations; and other important factors, any of which could cause our actual results to differ from those contained in the forward-looking statements, are described in greater detail in the section entitled “Risk Factors” in our Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission (SEC) on August 8, 2024, as well as in other filings IN8bio may make with the SEC in the future. Any forward-looking statements contained in this press release speak only as of the date hereof, and IN8bio expressly disclaims any obligation to update any forward-looking statements contained herein, whether because of any new information, future events,\nCorporate Contact:\nIN8bio, Inc.Glenn Schulman, PharmD, MPH203.494.7411gdschulman@IN8bio.com\nInvestors ContactMeru AdvisorsLee M. Sternlstern@meruadvisors.com\nMedia ContactKimberly HaKKH Advisors917.291.5744kimberly.ha@kkhadvisors.com","news_type":1},"isVote":1,"tweetType":1,"viewCount":901,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314386985058568,"gmtCreate":1717785958186,"gmtModify":1717785961533,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493163577009875","authorIdStr":"3493163577009875"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/APP\">$AppLovin Corporation(APP)$ </a>现在到了收购<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$ </a>最好的时机,再度出手吧!!一股换两股甚至2.5股,所有持有<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$ </a>的人都愿意!","listText":"<a href=\"https://laohu8.com/S/APP\">$AppLovin Corporation(APP)$ </a>现在到了收购<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$ </a>最好的时机,再度出手吧!!一股换两股甚至2.5股,所有持有<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$ </a>的人都愿意!","text":"$AppLovin Corporation(APP)$ 现在到了收购$Unity Software Inc.(U)$ 最好的时机,再度出手吧!!一股换两股甚至2.5股,所有持有$Unity Software Inc.(U)$ 的人都愿意!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314386985058568","isVote":1,"tweetType":1,"viewCount":1445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285643779698696,"gmtCreate":1710755572963,"gmtModify":1710755574220,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493163577009875","authorIdStr":"3493163577009875"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AIXI\">$小i机器人(AIXI)$ </a>马斯克开源人工智能大模型对AIxi是特大利好呀!!!刚好用于落地做应用市场,好好表现一下!","listText":"<a href=\"https://laohu8.com/S/AIXI\">$小i机器人(AIXI)$ </a>马斯克开源人工智能大模型对AIxi是特大利好呀!!!刚好用于落地做应用市场,好好表现一下!","text":"$小i机器人(AIXI)$ 马斯克开源人工智能大模型对AIxi是特大利好呀!!!刚好用于落地做应用市场,好好表现一下!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285643779698696","isVote":1,"tweetType":1,"viewCount":3914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254282098028656,"gmtCreate":1703116987281,"gmtModify":1703116989705,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493163577009875","authorIdStr":"3493163577009875"},"themes":[],"htmlText":"分析的通透","listText":"分析的通透","text":"分析的通透","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254282098028656","repostId":"2391761082","repostType":2,"repost":{"id":"2391761082","kind":"highlight","pubTimestamp":1702682620,"share":"https://www.laohu8.com/m/news/2391761082?lang=&edition=full","pubTime":"2023-12-16 07:23","market":"us","language":"en","title":"Green Plains Partners: Can Its Nearly 14% Dividend Yield Be Sustainable?","url":"https://stock-news.laohu8.com/highlight/detail?id=2391761082","media":"seekingalpha","summary":"Green Plains Partners LP warrants a buy rating for its high dividend yield and sustainability.The ethanol market is expected to see significant growth, benefiting GPP's revenue from storage and transp","content":"<html><body><ul><li><a href=\"https://laohu8.com/S/GPP\">Green Plains Partners LP</a> warrants a buy rating for its high dividend yield and sustainability.</li><li>The ethanol market is expected to see significant growth, benefiting GPP's revenue from storage and transportation.</li><li>Despite potential risks, GPP has stable fundamentals and low volatility, making it a solid choice for dividend investors.</li></ul><figure><picture> <img height=\"864px\" loading=\"lazy\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1455394964/image_1455394964.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1455394964/image_1455394964.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1455394964/image_1455394964.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1455394964/image_1455394964.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1455394964/image_1455394964.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1455394964/image_1455394964.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1455394964/image_1455394964.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1455394964/image_1455394964.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1455394964/image_1455394964.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>Jair Ferreira Belafacce/iStock via Getty Images</p></figcaption></figure><h2><strong>Investment Thesis</strong></h2> <p>Green Plains Partners LP (NASDAQ: <span>NASDAQ:GPP</span>) warrants a buy rating for its high dividend yield and sustainability. Despite a high payout ratio, the company’s dividend payments appear to be safe due to forecasted industry growth, GPP’s consistent unlevered cash flow, and its<span> control over debt. Downsides to GPP are the company’s share price performance as well as unremarkable growth. Despite these drawbacks, GPP is worth buying for dividend income seekers.</span></p> <h2><strong>Company Overview and Competitors</strong></h2> <p>Green Plains Partners was founded in 2005 and is a company that develops, stores, and transports biofuels such as ethanol. Ethanol is an additive to gasoline and has numerous other applications including medical uses and alcoholic beverages. The company owns or leases 27 storage tanks in addition to 19 trucks and tankers for transportation. GPP’s parent company is Green Plains Inc. (GPRE<span>) which owns an almost 49% stake in the company and has multiple commercial agreements that greatly benefit GPP. For comparison purposes, peer competitors examined are StealthGas Inc. (</span>GASS<span>), <a href=\"https://laohu8.com/S/MMLP\">Martin Midstream Partners L.P.</a> (</span>MMLP<span>), Plains All American Pipeline, L.P. (</span>PAA<span>), and Global Partners LP (</span>GLP<span>).</span></p> <figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/12/15/59428263-1702642254823759.png\"/></span><figcaption><p>GPP and Peer Competitor 5-Year Price Return <span>(Seeking Alpha)</span></p></figcaption></figure><p>Historically, GPP’s share price has seen a slight CAGR decline. Even going back to 2015, GPP traded at just under $15 per share. At the time of this article GPP is at $13.65 per share. However, as I will cover later, GPP offers a considerable dividend yield. Therefore, while not a stock for growth investors, it is very appealing for income seekers that are willing to accept essentially a flat share price in exchange for high dividend yield.</p> <h2><strong>Outlook for Industry</strong></h2> <p>The ethanol market is expected to see a 4.6% CAGR between 2023 and 2033. The U.S. is the world’s largest ethanol producer in 2021 at 53% of the world’s supply. Overall demand for ethanol will likely have a direct impact on GPP since it gains revenue from the storage and transportation of biofuels.</p> <p>The key dampener on future demand will likely be electric vehicles taking a larger portion of the overall car and truck market. Because gasoline takes a portion of ethanol market share, this will have an impact on GPP. However, gas-powered cars and trucks are expected to see an increase until mid-2020s and then a gradual decline. This trend will continue until EV sales surpass gas vehicles in late 2030s.</p> <figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/12/15/59428263-17026422545982134.png\"/></span><figcaption><p>Gas, Electric, and Hybrid Vehicle Demand Forecast <span>(BloombergNEF)</span></p></figcaption></figure><p>Despite the reduction in gas-powered vehicles, overall demand for ethanol will remain substantial. GPP is postured to support that growth with low debt, high cash flow, and its efficient partnership with its parent company. Therefore, an investor can reasonably expect a sustainable dividend given the overall ethanol market. However, to further validate this claim, we must look at GPP’s financials more closely.</p> <h2><strong>Dividend Sustainability</strong></h2> <p>GPP provides a high dividend yield of 13.96% with an average four-year yield of 12.23%. The company has also been providing dividend payments for 8 years and has seen two years of consecutive growth. With such a high dividend yield, the key question in my mind is regarding its sustainability. To determine dividend sustainability, the most obvious metric to me is GPP’s payout ratio. While trending downward, GPP has a dividend payout ratio of greater than 100%. This is normally a red flag to me since theoretically more than 100% of the company’s income is going to the shareholder. But we must dive deeper to determine if its sustainable.</p> <p>Green Plains Partners Dividend Payout Metrics (2022 Q4 through 2023 Q3)</p> <span><span><span></span><table> <tr> <td><p>Dividend Payout Metric</p></td> <td><p>2022 Q4</p></td> <td><p>2023 Q1</p></td> <td><p>2023 Q2</p></td> <td><p>2023 Q3</p></td> </tr> <tr> <td><p>Payout Ratio</p></td> <td><p>166.60%</p></td> <td><p>108.88%</p></td> <td><p>115.49%</p></td> <td><p>114.79%</p></td> </tr> <tr> <td><p>Dividend per share</p></td> <td><p>$0.46</p></td> <td><p>$0.46</p></td> <td><p>$0.46</p></td> <td><p>$0.46</p></td> </tr> <tr> <td><p>Common Dividends Paid</p></td> <td><p>$15.7M</p></td> <td><p>$10.6M</p></td> <td><p>$10.6M</p></td> <td><p>$10.6M</p></td> </tr> </table> <span></span></span><button><svg viewbox=\"0 0 16 16\" xmlns=\"http://www.w3.org/2000/svg\"><path clip-rule=\"evenodd\" d=\"M16 11a5 5 0 0 1-5 5H5a5 5 0 0 1-5-5V5a5 5 0 0 1 5-5h6a5 5 0 0 1 5 5v6zm-4.5-2.5h2v-6h-6v2h4v4zm-9-1h2v4h4v2h-6v-6z\" fill-rule=\"evenodd\"></path></svg>Click to enlarge</button></span> <p>Source: Seeking Alpha, 14 Dec 23</p> <p>Despite a high payout ratio, GPP has been able to maintain a consistent asset to liability ratio. Furthermore, its cash position is higher than the previous two quarters. Finally, the company has net debt that is controllable. These metrics match with what GPP reports in its annual report that it can achieve sustainable cash flows through the agreements it has established. In these agreements, there are minimum commitments in its rail, storage, and transportation services that provide consistent cash flow.</p> <h3>GPP Assets and Liabilities Metrics (2022 Q4 through 2023 Q3)</h3> <span><span><span></span><table> <tr> <td></td> <td><p>2022 Q4</p></td> <td><p>2023 Q1</p></td> <td><p>2023 Q2</p></td> <td><p>2023 Q3</p></td> </tr> <tr> <td><p>Total Assets</p></td> <td><p>$121.4M</p></td> <td><p>$137.8M</p></td> <td><p>$127.5M</p></td> <td><p>$120.3M</p></td> </tr> <tr> <td><p>Total Liabilities</p></td> <td><p>$120.7M</p></td> <td><p>$137.8M</p></td> <td><p>$129.0M</p></td> <td><p>$121.4M</p></td> </tr> <tr> <td><p>Net Debt</p></td> <td><p>$86.7M</p></td> <td><p>$101.7M</p></td> <td><p>$98.4M</p></td> <td><p>$87.0M</p></td> </tr> <tr> <td><p>Cash and Equivalents</p></td> <td><p>$20.2M</p></td> <td><p>$18.1M</p></td> <td><p>$15.6M</p></td> <td><p>$19.1M</p></td> </tr> </table> <span></span></span><button><svg viewbox=\"0 0 16 16\" xmlns=\"http://www.w3.org/2000/svg\"><path clip-rule=\"evenodd\" d=\"M16 11a5 5 0 0 1-5 5H5a5 5 0 0 1-5-5V5a5 5 0 0 1 5-5h6a5 5 0 0 1 5 5v6zm-4.5-2.5h2v-6h-6v2h4v4zm-9-1h2v4h4v2h-6v-6z\" fill-rule=\"evenodd\"></path></svg>Click to enlarge</button></span> <p>Source: Seeking Alpha, 14 Dec 23</p> <p>Therefore, while GPP has a high payout ratio, I conclude that it has multiple indications for being sustainable. To explore another aspect of its dividend sustainability we must look at the company’s growth and profitability. As one might expect, a company with such a high dividend yield has little to reinvest into its own growth.</p> <h2><strong>Growth and Profitability</strong></h2> <p>Any company could be providing a high dividend yield only to be dropping precipitously in share price due to increasing debt and declining cash reserves. However, this has not been the case with GPP. The company has demonstrated consistent revenue and net income as well as a high net income margin of 45.54%.</p> <h3>Growth and Profitability Metrics for GPP</h3> <span><span><span></span><table> <tr> <td></td> <td><p>2022 Q4</p></td> <td><p>2023 Q1</p></td> <td><p>2023 Q2</p></td> <td><p>2023 Q3</p></td> </tr> <tr> <td><p>Revenues</p></td> <td><p>$20.9M</p></td> <td><p>$20.8M</p></td> <td><p>$20.5M</p></td> <td><p>$20.1M</p></td> </tr> <tr> <td><p>Net income</p></td> <td><p>$9.4M</p></td> <td><p>$9.7M</p></td> <td><p>$9.2M</p></td> <td><p>$9.2M</p></td> </tr> <tr> <td><p>YoY Revenue Growth</p></td> <td><p>9.70%</p></td> <td><p>8.77%</p></td> <td><p>4.42%</p></td> <td><p>0.39%</p></td> </tr> </table> <span></span></span><button><svg viewbox=\"0 0 16 16\" xmlns=\"http://www.w3.org/2000/svg\"><path clip-rule=\"evenodd\" d=\"M16 11a5 5 0 0 1-5 5H5a5 5 0 0 1-5-5V5a5 5 0 0 1 5-5h6a5 5 0 0 1 5 5v6zm-4.5-2.5h2v-6h-6v2h4v4zm-9-1h2v4h4v2h-6v-6z\" fill-rule=\"evenodd\"></path></svg>Click to enlarge</button></span> <p>Source: Seeking Alpha, 14 Dec 23</p> <p>While GPP has maintained consistent revenue and net income, my only area for concern is its YoY revenue growth over the last four quarters. However, this is not out of the ordinary for high-dividend companies. Because GPP is not utilizing its profits for expanding storage facilities and vehicles, muted revenue growth is fairly expected.</p> <h2><strong>Company Outlook and Valuation</strong></h2> <p>With a current share price of $13.65 at the time of this article, GPP is currently in roughly the middle of its 52-week range ($11.72 to $16.25). Green Plains has demonstrated a YTD price return of almost 6% but has historically been essentially flat. This is not surprising considering so much of the company’s profit are returned to shareholders in the form of dividends versus investment for future growth.</p> <figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/12/15/59428263-17026422547219586.png\"/></span><figcaption><p>YTD Price Return: GPP and Peer Competitors <span>(Seeking Alpha)</span></p></figcaption></figure><p>Compared to the peer competitors analyzed, GPP is priced a bit on the higher side as seen in its price/sales and price/cash flow. However, given its high dividend yield and stability, one can reasonably expect GPP’s share price to not see any major gains or losses. That is, unless a major risk factor unfolds like recession or other impact to the ethanol industry.</p> <h3>Valuation Metrics for GPP and Peer Competitors</h3> <span><span><span></span><table> <tr> <td></td> <td><p><strong>GPP</strong></p></td> <td><p>GASS</p></td> <td><p>MMLP</p></td> <td><p>PAA</p></td> <td><p>GLP</p></td> </tr> <tr> <td><p>EV/EBITDA FWD</p></td> <td><p><strong>7.44</strong></p></td> <td><p>3.45</p></td> <td><p>6.06</p></td> <td><p>9.07</p></td> <td><p>8.28</p></td> </tr> <tr> <td><p>Price/Sales TTM</p></td> <td><p><strong>3.51</strong></p></td> <td><p>1.57</p></td> <td><p>0.11</p></td> <td><p>0.21</p></td> <td><p>0.08</p></td> </tr> <tr> <td><p>Price/Cash Flow TTM</p></td> <td><p><strong>6.28</strong></p></td> <td><p>2.95</p></td> <td><p>0.70</p></td> <td><p>5.07</p></td> <td><p>5.24</p></td> </tr> <tr> <td><p>P/E GAAP TTM</p></td> <td><p><strong>7.72</strong></p></td> <td><p>4.79</p></td> <td><p>N/A</p></td> <td><p>11.05</p></td> <td><p>9.76</p></td> </tr> </table> <span></span></span><button><svg viewbox=\"0 0 16 16\" xmlns=\"http://www.w3.org/2000/svg\"><path clip-rule=\"evenodd\" d=\"M16 11a5 5 0 0 1-5 5H5a5 5 0 0 1-5-5V5a5 5 0 0 1 5-5h6a5 5 0 0 1 5 5v6zm-4.5-2.5h2v-6h-6v2h4v4zm-9-1h2v4h4v2h-6v-6z\" fill-rule=\"evenodd\"></path></svg>Click to enlarge</button></span> <p>Source: Seeking Alpha, 14 Dec 23</p> <p>Perhaps more important than its share price growth is its expected dividend. While I do not expect GPP to increase its dividend, I believe it is safe through 2024 due to the multiple fundamental factors already covered in this article. Therefore, GPP is a solid choice, particularly for dividend investors.</p> <h2><strong>Volatility and Risks to Investors</strong></h2> <p>There are multiple risks to GPP’s share price and dividend sustainability. The first is economic recession. Because ethanol is used in gasoline, any recession-induced decline in gasoline demand will impact the ethanol industry. In April 2020, during the COVID-19 pandemic, demand for gasoline fell 37% below its April 2019 level leading to a 53% decline in the price index for gasoline.</p> <p>The second primary risk is electric vehicle production replacing gas vehicles. This is more a certainty than a risk as already covered. However, the shift from gasoline-powered vehicles is not a rapid change, but gradual shift spanning decades. Additionally, as discussed, gasoline only represents a portion of overall ethanol demand.</p> <p>The third primary risk lies with the crops that produce ethanol. Fuel ethanol is predominantly produced by the sugar of grains like corn, sorghum, and barley. While the corn industry, for example, is robust, impacts to the crop will likely have a direct impact on ethanol supply.</p> <p>Even if one of these risk factors becomes reality, GPP has stable fundamentals that indicate low volatility. GPP also has a relatively low 60-month beta value of 0.71, indicating low volatility compared to the market overall. This beta value is lower than all four peer competitors analyzed. Therefore, while GPP may decrease its dividend in the event of declining revenue, I find it highly unlikely that the company would eliminate the dividend entirely.</p> <h2><strong>Concluding Summary</strong></h2> <p>GPP warrants a buy rating for me due to its high dividend yield that appears to be safe given the companies steady income, controlled debt, and consistent cash flow. The company’s stock is not suitable for growth investors due to its slow decline in share price historically. However, given the dividend growth CAGR and relative safety, GPP should be considered by income-seeking investors.</p> <div></div> <p>Given GPP’s commercial agreements with its parent company, Global Plains Inc., the company appears well suited to take advantage of the 4.6% expected CAGR for the ethanol industry. While gasoline-powered vehicles will eventually decline in comparison to electric vehicles, numerous applications for ethanol will continue to exist.</p></body></html>","source":"seekingalpha","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>Green Plains Partners: Can Its Nearly 14% Dividend Yield Be Sustainable?</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\">\nGreen Plains Partners: Can Its Nearly 14% Dividend Yield Be Sustainable?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-16 07:23 GMT+8 <a href=https://seekingalpha.com/article/4658163-green-plains-partners-can-its-nearly-14-percent-dividend-yield-be-sustainable><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Green Plains Partners LP warrants a buy rating for its high dividend yield and sustainability.The ethanol market is expected to see significant growth, benefiting GPP's revenue from storage and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4658163-green-plains-partners-can-its-nearly-14-percent-dividend-yield-be-sustainable\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1455394964/image_1455394964.jpg","relate_stocks":{"BK4590":"PTP","BK4138":"石油与天然气的炼制和营销","BK4144":"石油与天然气的储存和运输","LU0823414478.USD":"法巴经典能源转换基金","GPRE":"绿色平原能源","GLP":"全球合伙","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","GPP":"Green Plains Partners LP","PAA":"Plains All American Pipeline L.P","MMLP":"Martin Midstream Partners L.P.","GASS":"斯蒂加斯海运"},"source_url":"https://seekingalpha.com/article/4658163-green-plains-partners-can-its-nearly-14-percent-dividend-yield-be-sustainable","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2391761082","content_text":"Green Plains Partners LP warrants a buy rating for its high dividend yield and sustainability.The ethanol market is expected to see significant growth, benefiting GPP's revenue from storage and transportation.Despite potential risks, GPP has stable fundamentals and low volatility, making it a solid choice for dividend investors. Jair Ferreira Belafacce/iStock via Getty ImagesInvestment Thesis Green Plains Partners LP (NASDAQ: NASDAQ:GPP) warrants a buy rating for its high dividend yield and sustainability. Despite a high payout ratio, the company’s dividend payments appear to be safe due to forecasted industry growth, GPP’s consistent unlevered cash flow, and its control over debt. Downsides to GPP are the company’s share price performance as well as unremarkable growth. Despite these drawbacks, GPP is worth buying for dividend income seekers. Company Overview and Competitors Green Plains Partners was founded in 2005 and is a company that develops, stores, and transports biofuels such as ethanol. Ethanol is an additive to gasoline and has numerous other applications including medical uses and alcoholic beverages. The company owns or leases 27 storage tanks in addition to 19 trucks and tankers for transportation. GPP’s parent company is Green Plains Inc. (GPRE) which owns an almost 49% stake in the company and has multiple commercial agreements that greatly benefit GPP. For comparison purposes, peer competitors examined are StealthGas Inc. (GASS), Martin Midstream Partners L.P. (MMLP), Plains All American Pipeline, L.P. (PAA), and Global Partners LP (GLP). GPP and Peer Competitor 5-Year Price Return (Seeking Alpha)Historically, GPP’s share price has seen a slight CAGR decline. Even going back to 2015, GPP traded at just under $15 per share. At the time of this article GPP is at $13.65 per share. However, as I will cover later, GPP offers a considerable dividend yield. Therefore, while not a stock for growth investors, it is very appealing for income seekers that are willing to accept essentially a flat share price in exchange for high dividend yield. Outlook for Industry The ethanol market is expected to see a 4.6% CAGR between 2023 and 2033. The U.S. is the world’s largest ethanol producer in 2021 at 53% of the world’s supply. Overall demand for ethanol will likely have a direct impact on GPP since it gains revenue from the storage and transportation of biofuels. The key dampener on future demand will likely be electric vehicles taking a larger portion of the overall car and truck market. Because gasoline takes a portion of ethanol market share, this will have an impact on GPP. However, gas-powered cars and trucks are expected to see an increase until mid-2020s and then a gradual decline. This trend will continue until EV sales surpass gas vehicles in late 2030s. Gas, Electric, and Hybrid Vehicle Demand Forecast (BloombergNEF)Despite the reduction in gas-powered vehicles, overall demand for ethanol will remain substantial. GPP is postured to support that growth with low debt, high cash flow, and its efficient partnership with its parent company. Therefore, an investor can reasonably expect a sustainable dividend given the overall ethanol market. However, to further validate this claim, we must look at GPP’s financials more closely. Dividend Sustainability GPP provides a high dividend yield of 13.96% with an average four-year yield of 12.23%. The company has also been providing dividend payments for 8 years and has seen two years of consecutive growth. With such a high dividend yield, the key question in my mind is regarding its sustainability. To determine dividend sustainability, the most obvious metric to me is GPP’s payout ratio. While trending downward, GPP has a dividend payout ratio of greater than 100%. This is normally a red flag to me since theoretically more than 100% of the company’s income is going to the shareholder. But we must dive deeper to determine if its sustainable. Green Plains Partners Dividend Payout Metrics (2022 Q4 through 2023 Q3) Dividend Payout Metric 2022 Q4 2023 Q1 2023 Q2 2023 Q3 Payout Ratio 166.60% 108.88% 115.49% 114.79% Dividend per share $0.46 $0.46 $0.46 $0.46 Common Dividends Paid $15.7M $10.6M $10.6M $10.6M Click to enlarge Source: Seeking Alpha, 14 Dec 23 Despite a high payout ratio, GPP has been able to maintain a consistent asset to liability ratio. Furthermore, its cash position is higher than the previous two quarters. Finally, the company has net debt that is controllable. These metrics match with what GPP reports in its annual report that it can achieve sustainable cash flows through the agreements it has established. In these agreements, there are minimum commitments in its rail, storage, and transportation services that provide consistent cash flow. GPP Assets and Liabilities Metrics (2022 Q4 through 2023 Q3) 2022 Q4 2023 Q1 2023 Q2 2023 Q3 Total Assets $121.4M $137.8M $127.5M $120.3M Total Liabilities $120.7M $137.8M $129.0M $121.4M Net Debt $86.7M $101.7M $98.4M $87.0M Cash and Equivalents $20.2M $18.1M $15.6M $19.1M Click to enlarge Source: Seeking Alpha, 14 Dec 23 Therefore, while GPP has a high payout ratio, I conclude that it has multiple indications for being sustainable. To explore another aspect of its dividend sustainability we must look at the company’s growth and profitability. As one might expect, a company with such a high dividend yield has little to reinvest into its own growth. Growth and Profitability Any company could be providing a high dividend yield only to be dropping precipitously in share price due to increasing debt and declining cash reserves. However, this has not been the case with GPP. The company has demonstrated consistent revenue and net income as well as a high net income margin of 45.54%. Growth and Profitability Metrics for GPP 2022 Q4 2023 Q1 2023 Q2 2023 Q3 Revenues $20.9M $20.8M $20.5M $20.1M Net income $9.4M $9.7M $9.2M $9.2M YoY Revenue Growth 9.70% 8.77% 4.42% 0.39% Click to enlarge Source: Seeking Alpha, 14 Dec 23 While GPP has maintained consistent revenue and net income, my only area for concern is its YoY revenue growth over the last four quarters. However, this is not out of the ordinary for high-dividend companies. Because GPP is not utilizing its profits for expanding storage facilities and vehicles, muted revenue growth is fairly expected. Company Outlook and Valuation With a current share price of $13.65 at the time of this article, GPP is currently in roughly the middle of its 52-week range ($11.72 to $16.25). Green Plains has demonstrated a YTD price return of almost 6% but has historically been essentially flat. This is not surprising considering so much of the company’s profit are returned to shareholders in the form of dividends versus investment for future growth. YTD Price Return: GPP and Peer Competitors (Seeking Alpha)Compared to the peer competitors analyzed, GPP is priced a bit on the higher side as seen in its price/sales and price/cash flow. However, given its high dividend yield and stability, one can reasonably expect GPP’s share price to not see any major gains or losses. That is, unless a major risk factor unfolds like recession or other impact to the ethanol industry. Valuation Metrics for GPP and Peer Competitors GPP GASS MMLP PAA GLP EV/EBITDA FWD 7.44 3.45 6.06 9.07 8.28 Price/Sales TTM 3.51 1.57 0.11 0.21 0.08 Price/Cash Flow TTM 6.28 2.95 0.70 5.07 5.24 P/E GAAP TTM 7.72 4.79 N/A 11.05 9.76 Click to enlarge Source: Seeking Alpha, 14 Dec 23 Perhaps more important than its share price growth is its expected dividend. While I do not expect GPP to increase its dividend, I believe it is safe through 2024 due to the multiple fundamental factors already covered in this article. Therefore, GPP is a solid choice, particularly for dividend investors. Volatility and Risks to Investors There are multiple risks to GPP’s share price and dividend sustainability. The first is economic recession. Because ethanol is used in gasoline, any recession-induced decline in gasoline demand will impact the ethanol industry. In April 2020, during the COVID-19 pandemic, demand for gasoline fell 37% below its April 2019 level leading to a 53% decline in the price index for gasoline. The second primary risk is electric vehicle production replacing gas vehicles. This is more a certainty than a risk as already covered. However, the shift from gasoline-powered vehicles is not a rapid change, but gradual shift spanning decades. Additionally, as discussed, gasoline only represents a portion of overall ethanol demand. The third primary risk lies with the crops that produce ethanol. Fuel ethanol is predominantly produced by the sugar of grains like corn, sorghum, and barley. While the corn industry, for example, is robust, impacts to the crop will likely have a direct impact on ethanol supply. Even if one of these risk factors becomes reality, GPP has stable fundamentals that indicate low volatility. GPP also has a relatively low 60-month beta value of 0.71, indicating low volatility compared to the market overall. This beta value is lower than all four peer competitors analyzed. Therefore, while GPP may decrease its dividend in the event of declining revenue, I find it highly unlikely that the company would eliminate the dividend entirely. Concluding Summary GPP warrants a buy rating for me due to its high dividend yield that appears to be safe given the companies steady income, controlled debt, and consistent cash flow. The company’s stock is not suitable for growth investors due to its slow decline in share price historically. However, given the dividend growth CAGR and relative safety, GPP should be considered by income-seeking investors. Given GPP’s commercial agreements with its parent company, Global Plains Inc., the company appears well suited to take advantage of the 4.6% expected CAGR for the ethanol industry. While gasoline-powered vehicles will eventually decline in comparison to electric vehicles, numerous applications for ethanol will continue to exist.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":224667246805064,"gmtCreate":1695858491945,"gmtModify":1695858493809,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493163577009875","authorIdStr":"3493163577009875"},"themes":[],"htmlText":" 先讲个故事: 那个人太不像话了,以前每次碰到他都会给5个刀给我,从昨天开始居然说他也要向家人交代,以后每次只能给我2.5刀了!要是有给的更多的人,真不想碰到他了,有吗?居然还是他给的最多![捂脸] <a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$ </a> 一个公司上市了就像一个人结婚了,从此有了对股东和家人的责任,年年花天酒地、入不敷出那是不行的,一个全球占最大份额的全平台游戏引擎股价从200多跌到20多,说明它原先够优秀够廉价,居然不准他为了盈利涨一点点价?何况涨价后还是最便宜的,骂他不跟用户充分沟通,那些大用户也没沟通翻脸不认人破口大骂就有理了?","listText":" 先讲个故事: 那个人太不像话了,以前每次碰到他都会给5个刀给我,从昨天开始居然说他也要向家人交代,以后每次只能给我2.5刀了!要是有给的更多的人,真不想碰到他了,有吗?居然还是他给的最多![捂脸] <a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$ </a> 一个公司上市了就像一个人结婚了,从此有了对股东和家人的责任,年年花天酒地、入不敷出那是不行的,一个全球占最大份额的全平台游戏引擎股价从200多跌到20多,说明它原先够优秀够廉价,居然不准他为了盈利涨一点点价?何况涨价后还是最便宜的,骂他不跟用户充分沟通,那些大用户也没沟通翻脸不认人破口大骂就有理了?","text":"先讲个故事: 那个人太不像话了,以前每次碰到他都会给5个刀给我,从昨天开始居然说他也要向家人交代,以后每次只能给我2.5刀了!要是有给的更多的人,真不想碰到他了,有吗?居然还是他给的最多![捂脸] $Unity Software Inc.(U)$ 一个公司上市了就像一个人结婚了,从此有了对股东和家人的责任,年年花天酒地、入不敷出那是不行的,一个全球占最大份额的全平台游戏引擎股价从200多跌到20多,说明它原先够优秀够廉价,居然不准他为了盈利涨一点点价?何况涨价后还是最便宜的,骂他不跟用户充分沟通,那些大用户也没沟通翻脸不认人破口大骂就有理了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/224667246805064","repostId":"1133121639","repostType":2,"repost":{"id":"1133121639","kind":"news","pubTimestamp":1695727778,"share":"https://www.laohu8.com/m/news/1133121639?lang=&edition=full","pubTime":"2023-09-26 19:29","market":"us","language":"zh","title":"收费新规2周后:依旧在使用Unity的开发者们","url":"https://stock-news.laohu8.com/highlight/detail?id=1133121639","media":"触乐","summary":"2004年,Unity诞生于丹麦哥本哈根的一座地下室。2023年9月12日,Unity官方宣布将执行新的收费标准。类似的言论在国内游戏行业内甚嚣尘上,逐渐形成针对Unity的舆论风暴。9月18日,Unity发布道歉声明,表示将会对新收费方案进行调整。9月23日,Unity官方发布《致社区》的公开信,并表示对9月12日发布的收费标准进行更改。这种“驯化”在中国市场尤甚,中国区的Unity的开发者数量占全球第一位。但同样的机型,游玩用Unity制作的《原神》却流畅无比。","content":"<html><head></head><body><blockquote><p><strong>简单点来说,不止是Unity的营利出现问题,想通过涨价寻求突破——而是大家都没钱了,或者是陷入某种行业困境。大家的情绪如果没有在Unity上爆发,也会选择下一个载体,但在最后的最后,一切都将回归平常。</strong></p></blockquote><p style=\"text-align: justify;\">2004年,Unity诞生于丹麦哥本哈根的一座地下室。</p><p style=\"text-align: justify;\">它的诞生环境十分简陋,开发团队里也只有几个年轻人。伴随着“让全天下游戏开发者都能用上一款成本低廉与容易上手的游戏引擎”这句话,Unity开始了它的使命。从2005年在<a href=\"https://laohu8.com/S/AAPL\">苹果</a>全球开发者大会上初次亮相到2023年占据功能性游戏引擎45%的全球市场份额,Unity在一定程度上站在了时代的风口。在很多人的脑中,这看起来像是一个关于付出与收获、信仰与感动的故事。</p><p style=\"text-align: justify;\">2023年9月12日,Unity官方宣布将执行新的收费标准。除了原有按年收费提供分档式引擎服务的收费标准,还会额外附加一项按“安装量”收费。例如个人版制作游戏的收入达到20万美元或安装量达到20万次后,每次安装将收取开发者0.2美元,专业版、企业版的收费会低一些,但也是笔不小的额外开支。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4a370f73f3a8d90aa9b053cfb34586d\" alt=\"9月12日Unity所发布的收费标准详表\" title=\"9月12日Unity所发布的收费标准详表\" tg-width=\"749\" tg-height=\"955\"/><span>9月12日Unity所发布的收费标准详表</span></p><p style=\"text-align: justify;\">人们总是会倾向于相信头部企业在行业的发展中能起到示范效应,但Unity的这一决策似乎有许多让人能一眼瞧出来的明显漏洞。</p><p style=\"text-align: justify;\">Unity在关于消费标准更改的回应中提到,他们具有专利数据模型,可以检测盗版安装的数量,玩家在同一设备上进行删除与再安装不会重复计费。但据<a href=\"https://laohu8.com/S/ZH\">知乎</a>答主、音游《Cytoid》制作人分析,Unity并不具备“百分百防贼”的技术能力。“Unity完全有商业动机去不解决恶意安装量的问题,因为钱最后都会到他们口袋里,算准了大多数公司根本无法与Unity的法务部门抗衡。”类似的言论在国内游戏行业内甚嚣尘上,逐渐形成针对Unity的舆论风暴。</p><p style=\"text-align: justify;\">Unity没能坚持过新收费方案发布的首周。9月18日,Unity发布道歉声明,表示将会对新收费方案进行调整。9月23日,Unity官方发布《致社区》的公开信,并表示对9月12日发布的收费标准进行更改(以下简称更改版本)。</p><p style=\"text-align: justify;\">更改内容不多:降低Unity个人版的免费使用门槛且不对其征收安装费;使用旧版本Unity开发、目前在研和年收入低于100万美元的项目不用缴纳安装费;对于追求“薄利多销”的高安装量项目,可以选择另外一套按收入分成的收费方案。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c7e81be0ff6959b17e3649d737868ba\" alt=\"道歉信由Unity Create负责人Marc Whitten发布\" title=\"道歉信由Unity Create负责人Marc Whitten发布\" tg-width=\"845\" tg-height=\"962\"/><span>道歉信由Unity Create负责人Marc Whitten发布</span></p><p style=\"text-align: justify;\">现在看来,这好像是一个“勇者成为恶龙后被(从业者)击败”的俗套故事。</p><p style=\"text-align: justify;\">短短11天时间,Unity的态度便发生了相当大的转变,而对于最近国内的游戏行业来说,这可能是最热门的话题,几乎每个人在工位上午休时都会和身边的同事聊一聊。</p><p style=\"text-align: justify;\">触乐网也采访了一些游戏行业从业者。从他们饱含情绪的言语中,我们能直观感受到Unity的新收费方案对于行业来说为什么算得上是地震。</p><p><strong>被“驯化”的年轻一代与市场</strong></p><p style=\"text-align: justify;\">对于全球广阔的游戏市场来说,十年来Unity一直处于霸主地位。用霸主一词来形容Unity,不仅仅是因为他远超第二的市场占有率与引擎本身的泛用性与便利性,更多地是因为它对从业者一直在进行良性“驯化”。</p><p style=\"text-align: justify;\">这种“驯化”在中国市场尤甚,中国区的Unity的开发者数量占全球第一位。以策划岗位为例,如果一名完全没有任何游戏行业从业经验的新人想入行做游戏策划,学习的第一款引擎往往是Unity。</p><p style=\"text-align: justify;\">一是国内新人的视野往往存在局限性。在国内,游戏设计类专业只在少数的几所大学内开设,大部分游戏开发者都是非科班出身。对于新人来说,在入行前,游戏设计的知识只能靠网络自学。中文互联网上有大量Unity的学习文档,而其他引擎的文档相较之下少之又少。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a60493adec4336b8317cda6da3043aca\" alt=\"B站上Unity有着充足的教学资源\" title=\"B站上Unity有着充足的教学资源\" tg-width=\"1080\" tg-height=\"493\"/><span>B站上Unity有着充足的教学资源</span></p><p style=\"text-align: justify;\">在国内的游戏市场上,有许多知名的作品都由Unity开发,比如《王者荣耀》和《原神》。而《原神》对Unity进行“魔改”一事在业内家喻户晓,这也证明了Unity拥有高度的拓展性。对于一名希望进入游戏行业的新人而言,选择Unity不但代表就业面选择更广,进入有前途项目组的概率也更大。</p><p style=\"text-align: justify;\">二是国内获取信息的渠道存在一定的诱导性。在社交网络上,受大数据推送影响,想入行的新人总能看见这样的广告——点击免费参加“游戏开发5天训练营”,小白也能从零做出一款游戏Demo——富有诱惑性的宣传语配上《空洞骑士》的CG,令新人看了心旷神怡。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70d7add9b994e6752ae3e75c441301f0\" alt=\"在知乎上常常能见到Unity教学课程的宣传广告\" title=\"在知乎上常常能见到Unity教学课程的宣传广告\" tg-width=\"651\" tg-height=\"667\"/><span>在知乎上常常能见到Unity教学课程的宣传广告</span></p><p style=\"text-align: justify;\">在招聘软件或者游戏公司官方招聘网站上策划岗显示的“岗位要求”里,总能看到“擅长使用Unity者优先”的条目;几乎每一个游戏行业校招群里,往往能看见有那么一两位有着“多年”开发经验的大学生频繁地向群友们传授使用Unity的经验。</p><p style=\"text-align: justify;\">在北京一家中型厂商做过剧情策划的23届校招生小王暗自庆幸,他大三时在B站自学过几个月的Unity。小王告诉触乐:“现在的公司都要求策划会Unity,剧情策划也不例外,比如做任务配置要用到程序写的各种编辑器,做剧情动画演出则是要懂插件Timeline。我刚入行的时候觉得这些难如登天,可真上手学上几个星期立马就会,我没用过其他引擎,但是我觉得Unity对于新人来说应该算很友好、很好学。”</p><p style=\"text-align: justify;\">和大众想象的不同,游戏行业的剧情设计师和影视行业的编剧并不一样。虽然影视行业的编剧也需要懂镜头语言或灯光布景等影视学知识,但在执行中通常不需要具体操作,只需要在剧本里体现出理论上的指导。而对于剧情策划或文案策划而言,“会写”只是最基础的要求,大部分策划在工作中必然要和引擎打交道。“公司在招剧情策划的时候只考察剧情设计能力,没有办法考察是否会引擎,之前招了几个北电背景的进来,一个通过试用期的都没有。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9b4dff90d00b951e93bd22bd04e01efd\" alt=\"图为Unity引擎界面\" title=\"图为Unity引擎界面\" tg-width=\"1080\" tg-height=\"608\"/><span>图为Unity引擎界面</span></p><p style=\"text-align: justify;\">Unity从发布收费新规,到道歉,再到发布更改版本,小王的态度始终如一。“变更就变更呗,现在大环境不好,找到工作就不错了。我打算现在先安心学Unity,我也害怕接触其他的引擎软件后发现自己学不会,然后变得焦虑起来,影响自己的工作。”</p><p style=\"text-align: justify;\">小兔子今年刚大学毕业,在厦门一家中型厂商做战斗策划,他和小王一样,也觉得这事儿无所谓。不过相较之下,他的无所谓看起来更有底气。小兔子本科就读于英国某所知名大学的计算机专业,在校期间积累了充足的Unity和UE使用经验。9月12日,他对Unity的收费新规进行预言:“只不过是掀屋顶再开窗,现在说一个很离谱的方案,在引起舆论效应后再采取常规涨价策略,唯一的坏处是会引起信任危机。”</p><p style=\"text-align: justify;\">“在短期看来,Unity还是更适合新人入门的选项,其他引擎多少都存在一些问题。例如UE存在相当的优化问题,移动端开发成本大,这是商业性上的欠缺。国内不少的UE项目组都缺人,但都是需要至少3年以上经验的人,他们瞧都不会瞧一眼新人。”</p><p style=\"text-align: justify;\">小兔子所言不假,且在市场上就有直观的示例。例如二次元开放世界《幻塔》使用UE引擎进行制作,小兔子使用2年前某一线品牌旗舰机机型进行游玩,常有卡顿和闪退现象,手机发热严重。但同样的机型,游玩用Unity制作的《原神》却流畅无比。根据B站“Up国产二次元手游观察”收集数据并估测,《幻塔》的PC营收远超移动端,也佐证了优化差问题直接影响了用户数据。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da9be0ab69b8528337242024e08da3c0\" alt=\"在视频中,基本只有《幻塔》的数据以移动端总额进行对比估算\" title=\"在视频中,基本只有《幻塔》的数据以移动端总额进行对比估算\" tg-width=\"1080\" tg-height=\"608\"/><span>在视频中,基本只有《幻塔》的数据以移动端总额进行对比估算</span></p><p style=\"text-align: justify;\">无论是对于“只知手游,不知端游”的中国市场,还是对于满怀热情的行业新人,Unity都自动地成为了最优解。</p><p style=\"text-align: justify;\">更改版本发布后,小兔子表示感慨:“对于小型游戏来说,Unity甚至还降价了,不过就算Unity引起了信任危机也没什么用,目前全世界最厉害的商业化引擎就是Unity和UE,可能有人觉得Unity要不行了,其他游戏引擎要崛起了,但让我举个直观的例子。大家都知道显卡界N卡和A卡是两大巨头,但假如有一天N卡性价比变得特别差,突然有人跳出来告诉你,Intel显卡要把N卡比下去了,你觉得好笑不?”</p><p><strong>最棒的商业化引擎</strong></p><p style=\"text-align: justify;\">不仅仅是小兔子,大多数受访者都持有同样的观点:Unity和UE是最好的商业化引擎,且不可被替代。这两者分别抢占了业内开发的中小体量级和大体量级生态位。例如UE从1998年的初代引擎到现在的UE5,已经完成了整整25年的技术积累,如果有开发者想拉团队做个类似《黑神话:悟空》的大体量游戏,那首选引擎便是UE5,当然也可以使用Unity,只是适配度可能没那么高。除了体量适配度,还有引擎的表现风格也存在区别:例如许多二次元游戏都会使用Unity进行开发,Unity具有偏复古或者赛璐璐的“二次元味道”,而UE更加写实且有现代感。</p><p style=\"text-align: justify;\">“最好”这一认定要归功于这两款引擎强大的功能性,这点用实例便可说明——许多大厂使用自研引擎,这给非从业者造成了引擎不容易造成“垄断”的错觉。而自研引擎的存在只是为了解决大厂特定的需求,如果不是,这个自研引擎只能是负作用。例如开发过“上古卷轴”系列和《星空》的美国游戏公司贝塞斯达与引擎打了几十年的交道,其自研引擎能使小型物件完成精确物理碰撞,这一点Unity和UE目前都难以做到,但这两款引擎的泛用性远高于贝塞斯达的自研引擎。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e94cc82cf05bfd5cf2e907273e7b2150\" alt=\"大型厂商的自研引擎或多或少都会有些“老毛病”\" title=\"大型厂商的自研引擎或多或少都会有些“老毛病”\" tg-width=\"1080\" tg-height=\"514\"/><span>大型厂商的自研引擎或多或少都会有些“老毛病”</span></p><p style=\"text-align: justify;\">可能多年后会出现功能性更强大,适用范围更广的引擎取代Unity和UE,但绝不是现在。</p><p style=\"text-align: justify;\">北京祖龙的一名从业近10年的全栈研发人员小伟在某个UE项目组工作,他告诉触乐:“我相比其他人要幸运许多,像祖龙这样本来以UE为科技树的公司可能会在之后的游戏市场中占据更大的优势。工作年限长的研发人员普遍会研究多个引擎,不用担心出去之后因为技术面窄而找不到工作。”</p><p style=\"text-align: justify;\">“革新性”是小伟在交流过程中提到最多的词,它被以一种感性的语气提出。例如小伟提到UE5“界面酷、逼格高”,它真的带给了开发者“在做能改变世界的游戏”的错觉,这听起来更多的像是一种玩笑话,但小伟对UE的喜爱也是显然易见的。</p><p style=\"text-align: justify;\">“其实我也不知道为什么其他大中厂都在Unity上狠下功夫的时候,祖龙要选择UE,只可能是它胆肥,想赌一赌……这只是我的猜想,我也不知道高层的真实意图。”小伟对我说。</p><p style=\"text-align: justify;\">在业内,研发人员一般有两种上升途径,一种是做“主XX”“制作人”等需要大量时间来进行管理的岗位,另外一种是专精某一方向的“专家”。小伟属于后者,他只需要5天就能快速掌握一款引擎的基础,完全不会受Unity涨价事件的任何影响。他在过去的大多数时候都待在使用Unity的项目组内,因做了很多毫无艺术性的商业化游戏而对Unity厌恶无比。来到祖龙后,他觉得用UE才是在“真正地做游戏”。</p><p style=\"text-align: justify;\">就像上半年在行业内引发轰动的AI绘画一样,起初大家只觉得是个“乐子”。当有公司在铺设好AI工作流后裁掉大批美术人员时,基层的研发人员们就很难再笑得出来了,不知这达摩克里斯之剑何时会落到自己头上。有着这一经历的基层研发人员们显然有了更高的危机意识,行业内的任何风吹草动,他们都会格外关注。</p><p style=\"text-align: justify;\">一些敏锐的从业者早早便意识到只会Unity是一种把路走窄的高风险行为。某大厂的初级系统策划小华去年开始学习UE,他称UE给他带来了诸多惊喜。“我的项目使用的是Unity引擎,可我觉得UE如果能解决掉一些‘硬伤’,那未来肯定能成为最棒的功能性引擎。我听说新人直接上手UE5比较难,便从UE4开始学起。有时晚上还没到下班的时间,Leader路过看我在学UE,只要我工作做完了,他也不会反对。”</p><p style=\"text-align: justify;\">到现在,小华已经能做比较有体验感的关卡Demo。“我是个对写代码比较抗拒的人,编程能力比较差。但是UE和Unity不一样,它的可视化蓝图功让我能轻松实现一些创意。对于策划来说,能实现创意就是最有成就感的事情。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/43264ec1d97d7df6ceb5744409d3c4dc\" alt=\"图示UE5蓝图功能\" title=\"图示UE5蓝图功能\" tg-width=\"1080\" tg-height=\"711\"/><span>图示UE5蓝图功能</span></p><p style=\"text-align: justify;\">在更改版本发布后,小伟和小华对此依旧毫无看法。触乐网还采访了一些其他非核心领导层的研发人员,他们态度统一:这些都是领导层该关心的。</p><p><strong>蝴蝶效应</strong></p><p style=\"text-align: justify;\">相较于普通研发员工,游戏企业的领导层对此次事件的细节更为关注。</p><p style=\"text-align: justify;\">武汉风域游戏的CEO疾风是受访者中受影响最严重的。收费标准变更给他带来了一些直接损失,在谈到公司正在开发的项目时,他显得有些疲惫。“我们公司一直在做一些小体量的美少女Galgame,追求快速上线和快速盈利。之前的项目我们都是用便利、有模板且可视化的Ren'Py和GameCreator,这两款引擎虽然很适合用来做Galgame,但是上限低,有很多功能实现不了,所以我们现在的新项目在用Unity,可没想到它突然说要根据安装量收费。虽然它嘴上说着只有10%的人会受到影响,但那又怎么可能?”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48ea697bafb632e3a81daf1694bfd94e\" alt=\"知名meta游戏《Doki Doki Literature Club!》用类似Ren'Py的引擎进行制作\" title=\"知名meta游戏《Doki Doki Literature Club!》用类似Ren'Py的引擎进行制作\" tg-width=\"1080\" tg-height=\"608\"/><span>知名meta游戏《Doki Doki Literature Club!》用类似Ren'Py的引擎进行制作</span></p><p style=\"text-align: justify;\">从22年中开始,风域游戏便很难从外界找到投资,疾风称“随着大环境逐渐变差,资方也越来越谨慎”,而Unity更改收费标准对于风域游戏来说无疑是雪上加霜。“涨价这种事我没办法接受,大家(国内的从业者们)现在已经很难过了。在行业外的人眼里可能看到的只是小小的百分比数字变动,但他们没想过开一个工作室或开一家公司成本与支出是多么繁琐。”</p><p style=\"text-align: justify;\">“租写字楼要钱吧?要交网费吧?要给员工们发工资吧?要发餐补吧?外包又是一大笔吧?发平台要交手续费吧?公司盈利要给国家缴税吧?最后有多少钱能给到Unity?这是完全没算过账的人才会觉得涨价是合理的。如果说我们以前还可以苟活,现在就是活不了。”</p><p style=\"text-align: justify;\">更改版本发布后,尽管对Unity颇有怨言,但疾风打算继续观望一阵子,毕竟对于他来说,Unity确实很好用。</p><p style=\"text-align: justify;\">拥有19年从业经验的前莉莉丝制作人老樊也曾对新收费方案表示担忧,他正在创业期,手头有一款半公益的项目,所用引擎也是Unity。这一项目需要“跑量”,也就是薄利多销,这显然让他的游戏进入了Unity的收费名单中。“一款游戏如果选择了薄利多销的形式,达到20万安装量简直轻轻松松。但是每个用户能带来多少收益?再扣一大笔游戏宣发的费用,那我不就成倒贴钱做慈善了?”</p><p style=\"text-align: justify;\">老樊试着向我分析为什么Unity会突然做出这种行为。“Unity的CEO有问题,他就贪别人兜里的这点小钱。他以前当EA的CEO时就有这种倾向,搞‘微交易’,这里偷一点,那里摸一点,还出过‘战地玩家每换一次弹夹就要付费1美分’的烂主意。可能Unity现在内部资金出了问题,可能各个部门目前收支不平衡,这些都是CEO要去解决的,他最后却采取了直接涨价的措施,就像暴雪的那名叫考迪克的CEO一样。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2df2d5d427286ffc28fc62b653c03cc4\" alt=\"现Unity CEO约翰·里奇蒂洛在EA担任过6年的CEO\" title=\"现Unity CEO约翰·里奇蒂洛在EA担任过6年的CEO\" tg-width=\"800\" tg-height=\"533\"/><span>现Unity CEO约翰·里奇蒂洛在EA担任过6年的CEO</span></p><p style=\"text-align: justify;\">从老樊的话语中,我们能直观感受到这种在行业内有足够话语权的人所做出的决策,能对行业造成多么大的影响。</p><p style=\"text-align: justify;\">更改版本发布后,老樊一改态度,在谈论Unity的前景时变得温声细语起来。“对于个人开发者来说,Unity目前还是最优解,而且再也不用在开头放Unity的Logo,许多小体量游戏其实都达不到更改版本的收费门槛;但对于大厂游戏或者有能力的开发者来说,更改版本显得不太友好。如果收入能达到足够的水平,为什么不拿着分给Unity的钱,投入到自研引擎中去呢?”</p><p style=\"text-align: justify;\">老樊表示,在他的团队缺乏足够的人才和技术积累的情况下,暂时还是会考虑Unity。一旦有了积累,要赚更多的钱,就不得不选择其他引擎。毕竟对于小型团队来说,团队整体的利润才是重中之重。</p><p style=\"text-align: justify;\">面对Unity,大厂有足够的底蕴和自研能力忽视掉头部引擎的涨价行为,但游戏行业的大部分企业只有中小型规模,它们在引擎这一环节上缺乏相当的抗风险能力。</p><p style=\"text-align: justify;\">而且目前国内游戏行业依旧面临着寒冬,可能Unity接下来的任何一句话,都会引发巨大的蝴蝶效应。</p><p><strong>结语</strong></p><p style=\"text-align: justify;\">虽然选择道歉,甚至“降价”,但Unity没办法抹消掉此次事件对游戏开发者们造成的心理阴影。毕竟朝令夕改最为可怖,就像那些“塌房”的明星一样,信任危机一旦开始便不可能停下,只能任其随时间流逝。</p><p style=\"text-align: justify;\">在受访者中,有人讲了个老段子比喻这件事:厨师老王开饭店一年花费租金20万,生意十分火爆,房东看了觉得不爽,合同还没到期就要求把租金提高到30万,老王选择立马退租走人。此后有一些商家想来此地做生意,但在听说了房东的事迹后都选择避开这间店铺,房东不得已只能把租金降到15万,但问津者寥寥。</p><p style=\"text-align: justify;\">Unity和段子里的房东有一些相像,但Unity显然有更多资本。段子跟现实最显著的差别在于Unity根本不愁没人使用。纵使从业者们需要的是从前那个“希望全天下游戏开发者都能更便捷地开发游戏”的Unity,而不是现在无理由涨租金的房东,他们其实别无选择。</p><p style=\"text-align: justify;\">满怀热情的行业新人们会选择Unity,无论是追求找工作的容易度还是追求职业的上限,Unity都是最优选;工作多年的老研发人员会选择Unity,用哪款引擎对他们而言无足轻重;对于缺技术与人才积累的中小型企业,其决策层依旧会优先考虑Unity。</p><p style=\"text-align: justify;\">有些人认为Unity作为头部引擎厂商,正在进行垄断行为。2周来,社交网络上针对Unity的情绪化发言频频不断。于情而言Unity有错,它没有起到头部的示范效应,任何一个行业的头部企业在施展商业手段时,都要考虑到其所应承担的某种“行业义务”;于理而言错不止在Unity,虽然产业分工的精细化导致人们更依赖引擎工具是历史的必然,《Doom启示录》里上世纪90年代的励志故事难以在头部资源更集聚的2023年被复刻,但一家公司的错误决策能导致整个行业震动,足以说明行业的某几处生产链条已锈迹斑斑。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd975f8f83f130e11ae5f4d0cd97cb6c\" alt=\"1993年12月10日上线的《Doom》使用id Tech 1引擎制作,这是世界上第一款现代化的通用游戏引擎\" title=\"1993年12月10日上线的《Doom》使用id Tech 1引擎制作,这是世界上第一款现代化的通用游戏引擎\" tg-width=\"1080\" tg-height=\"810\"/><span>1993年12月10日上线的《Doom》使用id Tech 1引擎制作,这是世界上第一款现代化的通用游戏引擎</span></p><p style=\"text-align: justify;\">简单点来说,不止是Unity的营利出现问题,想通过涨价寻求突破——而是大家都没钱了,或者是陷入某种行业困境。大家的情绪如果没有在Unity上爆发,也会选择下一个载体,但在最后的最后,一切都将回归平常。</p></body></html>","source":"lsy1619433481953","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>收费新规2周后:依旧在使用Unity的开发者们</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{ 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}\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收费新规2周后:依旧在使用Unity的开发者们\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-26 19:29 北京时间 <a href=https://mp.weixin.qq.com/s?__biz=MzA4MDIxNzkyNA==&mid=2658891030&idx=1&sn=47d7b58dff1eeb285f09d886a72ad6cc&chksm=8428473db35fce2b9180b5dbf9d2afd83220ab6ca7bf0001070b29e955f8b1a2bb1cbe046d4f&scene=0&xtrack=1#rd><strong>触乐</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>简单点来说,不止是Unity的营利出现问题,想通过涨价寻求突破——而是大家都没钱了,或者是陷入某种行业困境。大家的情绪如果没有在Unity上爆发,也会选择下一个载体,但在最后的最后,一切都将回归平常。2004年,Unity诞生于丹麦哥本哈根的一座地下室。它的诞生环境十分简陋,开发团队里也只有几个年轻人。伴随着“让全天下游戏开发者都能用上一款成本低廉与容易上手的游戏引擎”这句话,Unity开始了它的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzA4MDIxNzkyNA==&mid=2658891030&idx=1&sn=47d7b58dff1eeb285f09d886a72ad6cc&chksm=8428473db35fce2b9180b5dbf9d2afd83220ab6ca7bf0001070b29e955f8b1a2bb1cbe046d4f&scene=0&xtrack=1#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1e6ea341252c0b95fe4d82d61aa200e6","relate_stocks":{"U":"Unity Software Inc."},"source_url":"https://mp.weixin.qq.com/s?__biz=MzA4MDIxNzkyNA==&mid=2658891030&idx=1&sn=47d7b58dff1eeb285f09d886a72ad6cc&chksm=8428473db35fce2b9180b5dbf9d2afd83220ab6ca7bf0001070b29e955f8b1a2bb1cbe046d4f&scene=0&xtrack=1#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133121639","content_text":"简单点来说,不止是Unity的营利出现问题,想通过涨价寻求突破——而是大家都没钱了,或者是陷入某种行业困境。大家的情绪如果没有在Unity上爆发,也会选择下一个载体,但在最后的最后,一切都将回归平常。2004年,Unity诞生于丹麦哥本哈根的一座地下室。它的诞生环境十分简陋,开发团队里也只有几个年轻人。伴随着“让全天下游戏开发者都能用上一款成本低廉与容易上手的游戏引擎”这句话,Unity开始了它的使命。从2005年在苹果全球开发者大会上初次亮相到2023年占据功能性游戏引擎45%的全球市场份额,Unity在一定程度上站在了时代的风口。在很多人的脑中,这看起来像是一个关于付出与收获、信仰与感动的故事。2023年9月12日,Unity官方宣布将执行新的收费标准。除了原有按年收费提供分档式引擎服务的收费标准,还会额外附加一项按“安装量”收费。例如个人版制作游戏的收入达到20万美元或安装量达到20万次后,每次安装将收取开发者0.2美元,专业版、企业版的收费会低一些,但也是笔不小的额外开支。9月12日Unity所发布的收费标准详表人们总是会倾向于相信头部企业在行业的发展中能起到示范效应,但Unity的这一决策似乎有许多让人能一眼瞧出来的明显漏洞。Unity在关于消费标准更改的回应中提到,他们具有专利数据模型,可以检测盗版安装的数量,玩家在同一设备上进行删除与再安装不会重复计费。但据知乎答主、音游《Cytoid》制作人分析,Unity并不具备“百分百防贼”的技术能力。“Unity完全有商业动机去不解决恶意安装量的问题,因为钱最后都会到他们口袋里,算准了大多数公司根本无法与Unity的法务部门抗衡。”类似的言论在国内游戏行业内甚嚣尘上,逐渐形成针对Unity的舆论风暴。Unity没能坚持过新收费方案发布的首周。9月18日,Unity发布道歉声明,表示将会对新收费方案进行调整。9月23日,Unity官方发布《致社区》的公开信,并表示对9月12日发布的收费标准进行更改(以下简称更改版本)。更改内容不多:降低Unity个人版的免费使用门槛且不对其征收安装费;使用旧版本Unity开发、目前在研和年收入低于100万美元的项目不用缴纳安装费;对于追求“薄利多销”的高安装量项目,可以选择另外一套按收入分成的收费方案。道歉信由Unity Create负责人Marc Whitten发布现在看来,这好像是一个“勇者成为恶龙后被(从业者)击败”的俗套故事。短短11天时间,Unity的态度便发生了相当大的转变,而对于最近国内的游戏行业来说,这可能是最热门的话题,几乎每个人在工位上午休时都会和身边的同事聊一聊。触乐网也采访了一些游戏行业从业者。从他们饱含情绪的言语中,我们能直观感受到Unity的新收费方案对于行业来说为什么算得上是地震。被“驯化”的年轻一代与市场对于全球广阔的游戏市场来说,十年来Unity一直处于霸主地位。用霸主一词来形容Unity,不仅仅是因为他远超第二的市场占有率与引擎本身的泛用性与便利性,更多地是因为它对从业者一直在进行良性“驯化”。这种“驯化”在中国市场尤甚,中国区的Unity的开发者数量占全球第一位。以策划岗位为例,如果一名完全没有任何游戏行业从业经验的新人想入行做游戏策划,学习的第一款引擎往往是Unity。一是国内新人的视野往往存在局限性。在国内,游戏设计类专业只在少数的几所大学内开设,大部分游戏开发者都是非科班出身。对于新人来说,在入行前,游戏设计的知识只能靠网络自学。中文互联网上有大量Unity的学习文档,而其他引擎的文档相较之下少之又少。B站上Unity有着充足的教学资源在国内的游戏市场上,有许多知名的作品都由Unity开发,比如《王者荣耀》和《原神》。而《原神》对Unity进行“魔改”一事在业内家喻户晓,这也证明了Unity拥有高度的拓展性。对于一名希望进入游戏行业的新人而言,选择Unity不但代表就业面选择更广,进入有前途项目组的概率也更大。二是国内获取信息的渠道存在一定的诱导性。在社交网络上,受大数据推送影响,想入行的新人总能看见这样的广告——点击免费参加“游戏开发5天训练营”,小白也能从零做出一款游戏Demo——富有诱惑性的宣传语配上《空洞骑士》的CG,令新人看了心旷神怡。在知乎上常常能见到Unity教学课程的宣传广告在招聘软件或者游戏公司官方招聘网站上策划岗显示的“岗位要求”里,总能看到“擅长使用Unity者优先”的条目;几乎每一个游戏行业校招群里,往往能看见有那么一两位有着“多年”开发经验的大学生频繁地向群友们传授使用Unity的经验。在北京一家中型厂商做过剧情策划的23届校招生小王暗自庆幸,他大三时在B站自学过几个月的Unity。小王告诉触乐:“现在的公司都要求策划会Unity,剧情策划也不例外,比如做任务配置要用到程序写的各种编辑器,做剧情动画演出则是要懂插件Timeline。我刚入行的时候觉得这些难如登天,可真上手学上几个星期立马就会,我没用过其他引擎,但是我觉得Unity对于新人来说应该算很友好、很好学。”和大众想象的不同,游戏行业的剧情设计师和影视行业的编剧并不一样。虽然影视行业的编剧也需要懂镜头语言或灯光布景等影视学知识,但在执行中通常不需要具体操作,只需要在剧本里体现出理论上的指导。而对于剧情策划或文案策划而言,“会写”只是最基础的要求,大部分策划在工作中必然要和引擎打交道。“公司在招剧情策划的时候只考察剧情设计能力,没有办法考察是否会引擎,之前招了几个北电背景的进来,一个通过试用期的都没有。”图为Unity引擎界面Unity从发布收费新规,到道歉,再到发布更改版本,小王的态度始终如一。“变更就变更呗,现在大环境不好,找到工作就不错了。我打算现在先安心学Unity,我也害怕接触其他的引擎软件后发现自己学不会,然后变得焦虑起来,影响自己的工作。”小兔子今年刚大学毕业,在厦门一家中型厂商做战斗策划,他和小王一样,也觉得这事儿无所谓。不过相较之下,他的无所谓看起来更有底气。小兔子本科就读于英国某所知名大学的计算机专业,在校期间积累了充足的Unity和UE使用经验。9月12日,他对Unity的收费新规进行预言:“只不过是掀屋顶再开窗,现在说一个很离谱的方案,在引起舆论效应后再采取常规涨价策略,唯一的坏处是会引起信任危机。”“在短期看来,Unity还是更适合新人入门的选项,其他引擎多少都存在一些问题。例如UE存在相当的优化问题,移动端开发成本大,这是商业性上的欠缺。国内不少的UE项目组都缺人,但都是需要至少3年以上经验的人,他们瞧都不会瞧一眼新人。”小兔子所言不假,且在市场上就有直观的示例。例如二次元开放世界《幻塔》使用UE引擎进行制作,小兔子使用2年前某一线品牌旗舰机机型进行游玩,常有卡顿和闪退现象,手机发热严重。但同样的机型,游玩用Unity制作的《原神》却流畅无比。根据B站“Up国产二次元手游观察”收集数据并估测,《幻塔》的PC营收远超移动端,也佐证了优化差问题直接影响了用户数据。在视频中,基本只有《幻塔》的数据以移动端总额进行对比估算无论是对于“只知手游,不知端游”的中国市场,还是对于满怀热情的行业新人,Unity都自动地成为了最优解。更改版本发布后,小兔子表示感慨:“对于小型游戏来说,Unity甚至还降价了,不过就算Unity引起了信任危机也没什么用,目前全世界最厉害的商业化引擎就是Unity和UE,可能有人觉得Unity要不行了,其他游戏引擎要崛起了,但让我举个直观的例子。大家都知道显卡界N卡和A卡是两大巨头,但假如有一天N卡性价比变得特别差,突然有人跳出来告诉你,Intel显卡要把N卡比下去了,你觉得好笑不?”最棒的商业化引擎不仅仅是小兔子,大多数受访者都持有同样的观点:Unity和UE是最好的商业化引擎,且不可被替代。这两者分别抢占了业内开发的中小体量级和大体量级生态位。例如UE从1998年的初代引擎到现在的UE5,已经完成了整整25年的技术积累,如果有开发者想拉团队做个类似《黑神话:悟空》的大体量游戏,那首选引擎便是UE5,当然也可以使用Unity,只是适配度可能没那么高。除了体量适配度,还有引擎的表现风格也存在区别:例如许多二次元游戏都会使用Unity进行开发,Unity具有偏复古或者赛璐璐的“二次元味道”,而UE更加写实且有现代感。“最好”这一认定要归功于这两款引擎强大的功能性,这点用实例便可说明——许多大厂使用自研引擎,这给非从业者造成了引擎不容易造成“垄断”的错觉。而自研引擎的存在只是为了解决大厂特定的需求,如果不是,这个自研引擎只能是负作用。例如开发过“上古卷轴”系列和《星空》的美国游戏公司贝塞斯达与引擎打了几十年的交道,其自研引擎能使小型物件完成精确物理碰撞,这一点Unity和UE目前都难以做到,但这两款引擎的泛用性远高于贝塞斯达的自研引擎。大型厂商的自研引擎或多或少都会有些“老毛病”可能多年后会出现功能性更强大,适用范围更广的引擎取代Unity和UE,但绝不是现在。北京祖龙的一名从业近10年的全栈研发人员小伟在某个UE项目组工作,他告诉触乐:“我相比其他人要幸运许多,像祖龙这样本来以UE为科技树的公司可能会在之后的游戏市场中占据更大的优势。工作年限长的研发人员普遍会研究多个引擎,不用担心出去之后因为技术面窄而找不到工作。”“革新性”是小伟在交流过程中提到最多的词,它被以一种感性的语气提出。例如小伟提到UE5“界面酷、逼格高”,它真的带给了开发者“在做能改变世界的游戏”的错觉,这听起来更多的像是一种玩笑话,但小伟对UE的喜爱也是显然易见的。“其实我也不知道为什么其他大中厂都在Unity上狠下功夫的时候,祖龙要选择UE,只可能是它胆肥,想赌一赌……这只是我的猜想,我也不知道高层的真实意图。”小伟对我说。在业内,研发人员一般有两种上升途径,一种是做“主XX”“制作人”等需要大量时间来进行管理的岗位,另外一种是专精某一方向的“专家”。小伟属于后者,他只需要5天就能快速掌握一款引擎的基础,完全不会受Unity涨价事件的任何影响。他在过去的大多数时候都待在使用Unity的项目组内,因做了很多毫无艺术性的商业化游戏而对Unity厌恶无比。来到祖龙后,他觉得用UE才是在“真正地做游戏”。就像上半年在行业内引发轰动的AI绘画一样,起初大家只觉得是个“乐子”。当有公司在铺设好AI工作流后裁掉大批美术人员时,基层的研发人员们就很难再笑得出来了,不知这达摩克里斯之剑何时会落到自己头上。有着这一经历的基层研发人员们显然有了更高的危机意识,行业内的任何风吹草动,他们都会格外关注。一些敏锐的从业者早早便意识到只会Unity是一种把路走窄的高风险行为。某大厂的初级系统策划小华去年开始学习UE,他称UE给他带来了诸多惊喜。“我的项目使用的是Unity引擎,可我觉得UE如果能解决掉一些‘硬伤’,那未来肯定能成为最棒的功能性引擎。我听说新人直接上手UE5比较难,便从UE4开始学起。有时晚上还没到下班的时间,Leader路过看我在学UE,只要我工作做完了,他也不会反对。”到现在,小华已经能做比较有体验感的关卡Demo。“我是个对写代码比较抗拒的人,编程能力比较差。但是UE和Unity不一样,它的可视化蓝图功让我能轻松实现一些创意。对于策划来说,能实现创意就是最有成就感的事情。”图示UE5蓝图功能在更改版本发布后,小伟和小华对此依旧毫无看法。触乐网还采访了一些其他非核心领导层的研发人员,他们态度统一:这些都是领导层该关心的。蝴蝶效应相较于普通研发员工,游戏企业的领导层对此次事件的细节更为关注。武汉风域游戏的CEO疾风是受访者中受影响最严重的。收费标准变更给他带来了一些直接损失,在谈到公司正在开发的项目时,他显得有些疲惫。“我们公司一直在做一些小体量的美少女Galgame,追求快速上线和快速盈利。之前的项目我们都是用便利、有模板且可视化的Ren'Py和GameCreator,这两款引擎虽然很适合用来做Galgame,但是上限低,有很多功能实现不了,所以我们现在的新项目在用Unity,可没想到它突然说要根据安装量收费。虽然它嘴上说着只有10%的人会受到影响,但那又怎么可能?”知名meta游戏《Doki Doki Literature Club!》用类似Ren'Py的引擎进行制作从22年中开始,风域游戏便很难从外界找到投资,疾风称“随着大环境逐渐变差,资方也越来越谨慎”,而Unity更改收费标准对于风域游戏来说无疑是雪上加霜。“涨价这种事我没办法接受,大家(国内的从业者们)现在已经很难过了。在行业外的人眼里可能看到的只是小小的百分比数字变动,但他们没想过开一个工作室或开一家公司成本与支出是多么繁琐。”“租写字楼要钱吧?要交网费吧?要给员工们发工资吧?要发餐补吧?外包又是一大笔吧?发平台要交手续费吧?公司盈利要给国家缴税吧?最后有多少钱能给到Unity?这是完全没算过账的人才会觉得涨价是合理的。如果说我们以前还可以苟活,现在就是活不了。”更改版本发布后,尽管对Unity颇有怨言,但疾风打算继续观望一阵子,毕竟对于他来说,Unity确实很好用。拥有19年从业经验的前莉莉丝制作人老樊也曾对新收费方案表示担忧,他正在创业期,手头有一款半公益的项目,所用引擎也是Unity。这一项目需要“跑量”,也就是薄利多销,这显然让他的游戏进入了Unity的收费名单中。“一款游戏如果选择了薄利多销的形式,达到20万安装量简直轻轻松松。但是每个用户能带来多少收益?再扣一大笔游戏宣发的费用,那我不就成倒贴钱做慈善了?”老樊试着向我分析为什么Unity会突然做出这种行为。“Unity的CEO有问题,他就贪别人兜里的这点小钱。他以前当EA的CEO时就有这种倾向,搞‘微交易’,这里偷一点,那里摸一点,还出过‘战地玩家每换一次弹夹就要付费1美分’的烂主意。可能Unity现在内部资金出了问题,可能各个部门目前收支不平衡,这些都是CEO要去解决的,他最后却采取了直接涨价的措施,就像暴雪的那名叫考迪克的CEO一样。”现Unity CEO约翰·里奇蒂洛在EA担任过6年的CEO从老樊的话语中,我们能直观感受到这种在行业内有足够话语权的人所做出的决策,能对行业造成多么大的影响。更改版本发布后,老樊一改态度,在谈论Unity的前景时变得温声细语起来。“对于个人开发者来说,Unity目前还是最优解,而且再也不用在开头放Unity的Logo,许多小体量游戏其实都达不到更改版本的收费门槛;但对于大厂游戏或者有能力的开发者来说,更改版本显得不太友好。如果收入能达到足够的水平,为什么不拿着分给Unity的钱,投入到自研引擎中去呢?”老樊表示,在他的团队缺乏足够的人才和技术积累的情况下,暂时还是会考虑Unity。一旦有了积累,要赚更多的钱,就不得不选择其他引擎。毕竟对于小型团队来说,团队整体的利润才是重中之重。面对Unity,大厂有足够的底蕴和自研能力忽视掉头部引擎的涨价行为,但游戏行业的大部分企业只有中小型规模,它们在引擎这一环节上缺乏相当的抗风险能力。而且目前国内游戏行业依旧面临着寒冬,可能Unity接下来的任何一句话,都会引发巨大的蝴蝶效应。结语虽然选择道歉,甚至“降价”,但Unity没办法抹消掉此次事件对游戏开发者们造成的心理阴影。毕竟朝令夕改最为可怖,就像那些“塌房”的明星一样,信任危机一旦开始便不可能停下,只能任其随时间流逝。在受访者中,有人讲了个老段子比喻这件事:厨师老王开饭店一年花费租金20万,生意十分火爆,房东看了觉得不爽,合同还没到期就要求把租金提高到30万,老王选择立马退租走人。此后有一些商家想来此地做生意,但在听说了房东的事迹后都选择避开这间店铺,房东不得已只能把租金降到15万,但问津者寥寥。Unity和段子里的房东有一些相像,但Unity显然有更多资本。段子跟现实最显著的差别在于Unity根本不愁没人使用。纵使从业者们需要的是从前那个“希望全天下游戏开发者都能更便捷地开发游戏”的Unity,而不是现在无理由涨租金的房东,他们其实别无选择。满怀热情的行业新人们会选择Unity,无论是追求找工作的容易度还是追求职业的上限,Unity都是最优选;工作多年的老研发人员会选择Unity,用哪款引擎对他们而言无足轻重;对于缺技术与人才积累的中小型企业,其决策层依旧会优先考虑Unity。有些人认为Unity作为头部引擎厂商,正在进行垄断行为。2周来,社交网络上针对Unity的情绪化发言频频不断。于情而言Unity有错,它没有起到头部的示范效应,任何一个行业的头部企业在施展商业手段时,都要考虑到其所应承担的某种“行业义务”;于理而言错不止在Unity,虽然产业分工的精细化导致人们更依赖引擎工具是历史的必然,《Doom启示录》里上世纪90年代的励志故事难以在头部资源更集聚的2023年被复刻,但一家公司的错误决策能导致整个行业震动,足以说明行业的某几处生产链条已锈迹斑斑。1993年12月10日上线的《Doom》使用id Tech 1引擎制作,这是世界上第一款现代化的通用游戏引擎简单点来说,不止是Unity的营利出现问题,想通过涨价寻求突破——而是大家都没钱了,或者是陷入某种行业困境。大家的情绪如果没有在Unity上爆发,也会选择下一个载体,但在最后的最后,一切都将回归平常。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":220313271382152,"gmtCreate":1694808729486,"gmtModify":1694808730708,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493163577009875","authorIdStr":"3493163577009875"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3576468087813074\">@苹果拥护者</a>: <a href=\"https://laohu8.com/S/U\"> $Unity Software Inc.(U)$ </a> 通过硬件ID识别,即使你重新安装系统,服务器也能识别是否是重复安装,同理,欺诈性安装更能识别。如果同时记录几个硬件的ID,则即使你换了个别硬件也还能识别,比如硬盘序列号、网络物理序列号、CPU序列号等,这些都具备全球唯一性特征。//<a href=\"https://laohu8.com/U/3576468087813074\">@苹果拥护者</a>:1、所有休闲游戏都会和unity说拜拜 2、欺诈安装你如何识别?如何合作? 3、重复安装不同端口安装你又如何识别?这些都是无法识别的东西","listText":"Replying to <a href=\"https://laohu8.com/U/3576468087813074\">@苹果拥护者</a>: <a href=\"https://laohu8.com/S/U\"> $Unity Software Inc.(U)$ </a> 通过硬件ID识别,即使你重新安装系统,服务器也能识别是否是重复安装,同理,欺诈性安装更能识别。如果同时记录几个硬件的ID,则即使你换了个别硬件也还能识别,比如硬盘序列号、网络物理序列号、CPU序列号等,这些都具备全球唯一性特征。//<a href=\"https://laohu8.com/U/3576468087813074\">@苹果拥护者</a>:1、所有休闲游戏都会和unity说拜拜 2、欺诈安装你如何识别?如何合作? 3、重复安装不同端口安装你又如何识别?这些都是无法识别的东西","text":"Replying to @苹果拥护者: $Unity Software Inc.(U)$ 通过硬件ID识别,即使你重新安装系统,服务器也能识别是否是重复安装,同理,欺诈性安装更能识别。如果同时记录几个硬件的ID,则即使你换了个别硬件也还能识别,比如硬盘序列号、网络物理序列号、CPU序列号等,这些都具备全球唯一性特征。//@苹果拥护者:1、所有休闲游戏都会和unity说拜拜 2、欺诈安装你如何识别?如何合作? 3、重复安装不同端口安装你又如何识别?这些都是无法识别的东西","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/220313271382152","repostId":"219725793951752","repostType":1,"repost":{"id":219725793951752,"gmtCreate":1694680028328,"gmtModify":1694680813609,"author":{"id":"3574917796328560","authorId":"3574917796328560","name":"钛媒体APP","avatar":"https://static.tigerbbs.com/a30e6edce861fd1d3d0c1268a2d83b40","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574917796328560","authorIdStr":"3574917796328560"},"themes":[],"title":"Unity回应:Runtime模式仅针对新安装游戏收取费用,90%以上客户不受影响","htmlText":"钛媒体App获悉,针对实时3D内容创作与运营平台Unity计划收取额外Runtime费用模式争议话题,9月14日下午,Unity公司在向钛媒体App展示的一份澄清回应称: 明年1月1日起的Runtime费用模式仅针对新安装游戏收取费用,需要同时满足安装量和收入两个门槛,而不是持续性支付永久性许可权使用费。 Unity强调,公司90%以上的客户都不会受到这一变化的影响,受影响部分是在游戏下载量、收入规模较大,且符合Unity Runtime费用模式门槛的客户。 据悉,美国时间9月12日,Unity公司宣布了一项调整,称满足相关条件下,从2024年1月1日起开始额外收取“Unity Runtime Fee费用”,该费用将根据游戏安装数量而定(不同订阅服务指标不同),主要原则是基于用户安装游戏的频率以及相关游戏的收入。 Unity Create总裁Marc Whitten表示,Unity此次推出Runtime的核心点,只是确保公司y与开发者之间拥有正确的价值交换,以便更好投资发展引擎技术,并且确保Unity能够为人们提供制作出色游戏软件工具。他强调,Unity正在倾听开发者声音,确保提供最好的服务。 事实上,在此之前,Unity主要依靠薄利多销的包月收费模式获得收入,但该公司的收入低于核心产品价值,而且远低于Adobe、英伟达、高通、Arm等同类型技术、同类商业模式企业。而Unity公司的发展核心,依然是收入来源和游戏规模的高速增长。 (详见钛媒体App前文:《Unity中国:团结引擎9月起内测,AI 技术将渗透游戏开发全过程》) 今年8月Unity(NYSE: U)发布的2023财年第二季度财报显示,营收5.33亿美元,同比增长80%,好于外界预期的5.15亿美元,但同期净亏损为1.93亿美元。相比之下,拥有图像和 AI 引擎技术的英伟达,二季度营收达135.1亿美元","listText":"钛媒体App获悉,针对实时3D内容创作与运营平台Unity计划收取额外Runtime费用模式争议话题,9月14日下午,Unity公司在向钛媒体App展示的一份澄清回应称: 明年1月1日起的Runtime费用模式仅针对新安装游戏收取费用,需要同时满足安装量和收入两个门槛,而不是持续性支付永久性许可权使用费。 Unity强调,公司90%以上的客户都不会受到这一变化的影响,受影响部分是在游戏下载量、收入规模较大,且符合Unity Runtime费用模式门槛的客户。 据悉,美国时间9月12日,Unity公司宣布了一项调整,称满足相关条件下,从2024年1月1日起开始额外收取“Unity Runtime Fee费用”,该费用将根据游戏安装数量而定(不同订阅服务指标不同),主要原则是基于用户安装游戏的频率以及相关游戏的收入。 Unity Create总裁Marc Whitten表示,Unity此次推出Runtime的核心点,只是确保公司y与开发者之间拥有正确的价值交换,以便更好投资发展引擎技术,并且确保Unity能够为人们提供制作出色游戏软件工具。他强调,Unity正在倾听开发者声音,确保提供最好的服务。 事实上,在此之前,Unity主要依靠薄利多销的包月收费模式获得收入,但该公司的收入低于核心产品价值,而且远低于Adobe、英伟达、高通、Arm等同类型技术、同类商业模式企业。而Unity公司的发展核心,依然是收入来源和游戏规模的高速增长。 (详见钛媒体App前文:《Unity中国:团结引擎9月起内测,AI 技术将渗透游戏开发全过程》) 今年8月Unity(NYSE: U)发布的2023财年第二季度财报显示,营收5.33亿美元,同比增长80%,好于外界预期的5.15亿美元,但同期净亏损为1.93亿美元。相比之下,拥有图像和 AI 引擎技术的英伟达,二季度营收达135.1亿美元","text":"钛媒体App获悉,针对实时3D内容创作与运营平台Unity计划收取额外Runtime费用模式争议话题,9月14日下午,Unity公司在向钛媒体App展示的一份澄清回应称: 明年1月1日起的Runtime费用模式仅针对新安装游戏收取费用,需要同时满足安装量和收入两个门槛,而不是持续性支付永久性许可权使用费。 Unity强调,公司90%以上的客户都不会受到这一变化的影响,受影响部分是在游戏下载量、收入规模较大,且符合Unity Runtime费用模式门槛的客户。 据悉,美国时间9月12日,Unity公司宣布了一项调整,称满足相关条件下,从2024年1月1日起开始额外收取“Unity Runtime Fee费用”,该费用将根据游戏安装数量而定(不同订阅服务指标不同),主要原则是基于用户安装游戏的频率以及相关游戏的收入。 Unity Create总裁Marc Whitten表示,Unity此次推出Runtime的核心点,只是确保公司y与开发者之间拥有正确的价值交换,以便更好投资发展引擎技术,并且确保Unity能够为人们提供制作出色游戏软件工具。他强调,Unity正在倾听开发者声音,确保提供最好的服务。 事实上,在此之前,Unity主要依靠薄利多销的包月收费模式获得收入,但该公司的收入低于核心产品价值,而且远低于Adobe、英伟达、高通、Arm等同类型技术、同类商业模式企业。而Unity公司的发展核心,依然是收入来源和游戏规模的高速增长。 (详见钛媒体App前文:《Unity中国:团结引擎9月起内测,AI 技术将渗透游戏开发全过程》) 今年8月Unity(NYSE: U)发布的2023财年第二季度财报显示,营收5.33亿美元,同比增长80%,好于外界预期的5.15亿美元,但同期净亏损为1.93亿美元。相比之下,拥有图像和 AI 引擎技术的英伟达,二季度营收达135.1亿美元","images":[{"img":"https://static.tigerbbs.com/f5ac684d420447d58ab8ee8c76e69a1b"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/219725793951752","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2339,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576468087813074","authorId":"3576468087813074","name":"苹果拥护者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3576468087813074","authorIdStr":"3576468087813074"},"content":"居然是回复我的[开心]。这样给你说吧,我是个用unity的开发者。欺诈性安装是无法识别的,连苹果都无法做到的事,你认为unity可以做到?你说的这些序号都是可以完全伪造的。","text":"居然是回复我的[开心]。这样给你说吧,我是个用unity的开发者。欺诈性安装是无法识别的,连苹果都无法做到的事,你认为unity可以做到?你说的这些序号都是可以完全伪造的。","html":"居然是回复我的[开心]。这样给你说吧,我是个用unity的开发者。欺诈性安装是无法识别的,连苹果都无法做到的事,你认为unity可以做到?你说的这些序号都是可以完全伪造的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":207247184244744,"gmtCreate":1691626398584,"gmtModify":1691626400123,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493163577009875","authorIdStr":"3493163577009875"},"themes":[],"htmlText":"利用好已经拥有的市场先发优势,抓住今年AI大爆发机会,未来可期!","listText":"利用好已经拥有的市场先发优势,抓住今年AI大爆发机会,未来可期!","text":"利用好已经拥有的市场先发优势,抓住今年AI大爆发机会,未来可期!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/207247184244744","isVote":1,"tweetType":1,"viewCount":1605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":204759490068728,"gmtCreate":1691021446548,"gmtModify":1691021448228,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493163577009875","authorIdStr":"3493163577009875"},"themes":[],"htmlText":"是的,现金收入那么多,净资产每股65美金,居然不分红,不然股价立马翻1-2倍。","listText":"是的,现金收入那么多,净资产每股65美金,居然不分红,不然股价立马翻1-2倍。","text":"是的,现金收入那么多,净资产每股65美金,居然不分红,不然股价立马翻1-2倍。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/204759490068728","repostId":"652521578","repostType":1,"repost":{"id":652521578,"gmtCreate":1684766941294,"gmtModify":1684767824130,"author":{"id":"171831165131674","authorId":"171831165131674","name":"为而不争001","avatar":"https://static.tigerbbs.com/eaabc3dc32cfa8a4b00d43c9fd309645","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"171831165131674","authorIdStr":"171831165131674"},"themes":[],"htmlText":"<a 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16:00","market":"us","language":"zh","title":"老虎国际全年营收2.3亿美元,连续三年盈利","url":"https://stock-news.laohu8.com/highlight/detail?id=1103935301","media":"老虎资讯综合","summary":"美国东部时间3月29日美股盘前,老虎国际(NASDAQ:$TIGR)公布截至2022年12月31日的第四季度及全年未经审计财务数据。财务数据显示,老虎国际第四季度营收6,385万美元,环比上涨15.2","content":"<html><head></head><body><p>美国东部时间3月29日美股盘前,<a href=\"https://laohu8.com/S/TIGR\">老虎国际</a>(NASDAQ:$TIGR)公布截至2022年12月31日的第四季度及全年未经审计财务数据。财务数据显示,老虎国际第四季度营收6,385万美元,环比上涨15.2%,归属于母公司的Non-GAAP净利润为452万美元。2022全年,公司营收近2.3亿美元,归属于母公司的Non-GAAP净利润1,268万美元,连续三年保持盈利。</p><p>第四季度,老虎国际全球开户客户数新增3.8万,突破200万大关;季度新增入金客户2.7万至78.2万,全年共新增入金客户10.8万,超额完成年内新增入金客户10万的目标指引。期内公司总交易额685亿美元,其中股票交易规模205亿美元;期权与期货合约交易约743.2万份。客户总资产规模约140亿美元,环比上涨8.1%,客户净入金超14亿美元,有资产客户留存率维持在98%高位。</p><p>老虎国际创始人及CEO巫天华表示:“四季度,受美联储加息影响,利息相关收入同比与环比双双增长,营收环比持续攀升,净利润同比大幅增长。回顾全年,我们坚持技术投入、降本增效,清算相关成本同比减半,Non-GAAP净利润已连续三年保持盈利。尽管面临严峻的市场环境,公司仍保持了良好的业绩表现。”</p><p>“运营方面,公司年度入金目标指引超额完成,国际化战略再下一城,年内顺利进入香港市场展业,将极具性价比的全球投资产品带给本地投资者。产品技术层面,我们重磅推出美股碎股和定投功能,将进一步帮助公司达成客户增长和提高用户粘性的长期目标。展望未来,我们相信新一年市场环境将有所改善。公司将继续投入研发资源,提升组织效能,在各市场合规经营,巩固和深化本地市场竞争优势,将创新、优质、普惠的金融科技产品带给全球投资者。”巫天华补充道。</p><p><strong>Tiger Trade已成为新加坡国民投资理财App之一,每三位成年人中约有一位使用</strong></p><p>公司在核心新加坡市场不断加强本地布局并获得客户信赖,旗下Tiger Trade已成为新加坡国民投资理财App之一。截至2022年底,每三个新加坡20岁以上成年常住人口中约有一位使用过Tiger Trade。本季新加坡新增客户平均净入金额近12,000美元,连续三季度保持增长,公司在该市场的吸纳优质客户的能力不断增强。Tiger Trade亦成为本地最主要的新加坡股票交易平台之一,本季平台交易超过10.2亿股,交易额超5.4亿美元(约合7.27亿新加坡元),同比增长约56%。</p><p>四季度,公司持续深化与新加坡本地知名金融机构合作关系,与大华资产管理公司(UOBAM)共同发布了首个联合固定期限债券基金(the United Fixed Maturity Bond Fund 1)。该产品为年化收益率高达4.95%的三年期限投资级债券,由大华资管亚洲固收资产团队管理,旨在帮助客户在加息的宏观环境下锁定回报。产品不收取认购费与管理费,在Tiger Trade平台独家发售,获得大量本地客户认购。</p><p>四季度,公司正式进入香港市场展业,以其高性价比的产品和服务迅速在市场中崭露头角。香港居民可通过Tiger Trade一个账户交易港股、窝轮、牛熊证、美股、ETF等全球主要市场的金融产品,一站式解决投资需求。同时,公司可为香港投资者在港股IPO的公开配售和国际配售申购中提供最高20倍杠杆支持,帮助投资者在有限的资金下参与到更多的投资机会中。</p><p>公司在澳大利亚市场持续获得业界认可。得益于为本地投资者提供实时市场数据、动态交易、市场分析和投教内容等丰富的功能和具有竞争力的交易费率,公司本季获得本地知名财经评比媒体Canstar在“国际股票投资”领域的5星评级。</p><p><strong>坚定技术投入,推出美股定投与碎股交易助力客户面对市场波动</strong></p><p>四季度老虎国际佣金收入为2,493万美元;利息相关收入达3,313万美元,同比增长46.9%;全年利息相关收入9,305万,同比增长16.9%。全年执行与清算成本同比降低49.9%,自清算系统改善运营成本显著。</p><p>产品功能方面,公司在全球范围上线美股定投计划(Automatic Investment Plan),基于三季度推出的碎股功能和自清算体系,将投资门槛再次降低至1美元,支持标普500股票和美股ETF交易。该功能可帮助投资者通过平均买入成本的投资策略,理性面对市场波动,实现资产长期增值。美股碎股和定投功能是公司2022年在交易技术和服务方面持续创新的成果,将有效帮助公司达成客户增长和提升用户粘性和留存的长期目标。此外,基于人工智能和大数据技术,公司开发个股财报预测功能,支持预测标的未来三年表现,向Tiger Trade用户独家免费开放。</p><p><strong>现金管理产品“老虎钱袋子”受青睐,年化收益率达4.7%</strong></p><p>财富管理业务方面,本季度持续优化现金管理服务“老虎钱袋子(Tiger Vault)”。目前,客户的现金管理持仓与股票、基金、期权等购买力完全打通,并支持自动申赎。截至目前,“老虎钱袋子”七日年化收益率历史表现可达4.7%*,在同类型产品中表现优异。四季度,老虎钱袋子资产管理规模环比增长132.7%,持仓人数环比增长104.6%;财富管理业务整体资产管理规模环比增长103.1%,持仓人数环比增长62.0%。</p><p>在投资者教育层面,老虎不断洞察投资者需求,推出从入门到高阶不同系列课程,涵盖港股、美股、金融衍生品、ETF、估值分析、财报解读等多个模块。同时,公司与新加坡交易所(SGX)达成长期合作,联合渣打银行等知名机构,持续推出热点解读、行业剖析等系列直播,受到投资者追捧。</p><p><strong>投行美股承销位列全球第三,ESOP“咨询+SaaS”模式推动股权管理数字化</strong></p><p>四季度,老虎国际包括投行及员工股权激励服务(ESOP)等企业服务在内的其他收入达580万美元,环比上涨46.4%,全年其他收入共计2,419万美元。四季度港股IPO市场回暖,老虎国际共承销14个港股IPO,超过公司前三季度港股承销项目总和。全年投行共承销港美股项目48个。Wind数据显示,就2022全年美股IPO承销企业数量而言,老虎国际在全球投行中位列第三;凭借在SPAC项目中突出的承销能力,老虎在多元金融行业IPO承销商中位列第二,年内亦担任港交所新规生效后的第二家SPAC公司Vision Deal的上市承销商。</p><p>ESOP方面,公司旗下原“老虎ESOP”四季度起以独立品牌“一心向上”运作,季内新增26家企业客户,全年共新增106家,累计服务客户达419家,同比增长34%。2022年,一心向上搭建起股权激励咨询业务,以“咨询+SaaS”全流程服务模式推动全行业股权管理数字化转型。在产品和服务层面,一心向上持续探索A股系统功能,上线量价调整功能获得客户青睐;在港美股服务侧,一心向上也为客户提供股权激励外汇登记和税务备案等增值服务。</p><p>企业号侧,季内快狗打车、百果园、瑞尔集团等知名公司入驻,全年共新增71家企业客户至366家。四季度,线下企业实地走访服务“小虎调研团”走进特斯拉中心和百度Apollo Park,已成为备受企业客户推崇的金牌项目。线上传播方面,企业号为客户提供业绩会转播、高管访谈、闭门私享会、社区定制化活动和专属流量激励,全方位助力企业品牌高效触达投资者。企业号凭借线下体验与线上传播相结合的方式,已成为港美股上市公司优选的公众与投资者沟通渠道之一。</p><p>-正文完-</p><p>*注:4.7%是钱袋子内基金SGXZ99103178份额于2023/3/24的7日年化收益率,历史数据不代表未来收益。</p><p>免责声明:投资有风险,入市需谨慎。本文内容不构成任何投资建议。</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>老虎国际全年营收2.3亿美元,连续三年盈利</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n老虎国际全年营收2.3亿美元,连续三年盈利\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\">2023-03-29 16:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国东部时间3月29日美股盘前,<a href=\"https://laohu8.com/S/TIGR\">老虎国际</a>(NASDAQ:$TIGR)公布截至2022年12月31日的第四季度及全年未经审计财务数据。财务数据显示,老虎国际第四季度营收6,385万美元,环比上涨15.2%,归属于母公司的Non-GAAP净利润为452万美元。2022全年,公司营收近2.3亿美元,归属于母公司的Non-GAAP净利润1,268万美元,连续三年保持盈利。</p><p>第四季度,老虎国际全球开户客户数新增3.8万,突破200万大关;季度新增入金客户2.7万至78.2万,全年共新增入金客户10.8万,超额完成年内新增入金客户10万的目标指引。期内公司总交易额685亿美元,其中股票交易规模205亿美元;期权与期货合约交易约743.2万份。客户总资产规模约140亿美元,环比上涨8.1%,客户净入金超14亿美元,有资产客户留存率维持在98%高位。</p><p>老虎国际创始人及CEO巫天华表示:“四季度,受美联储加息影响,利息相关收入同比与环比双双增长,营收环比持续攀升,净利润同比大幅增长。回顾全年,我们坚持技术投入、降本增效,清算相关成本同比减半,Non-GAAP净利润已连续三年保持盈利。尽管面临严峻的市场环境,公司仍保持了良好的业绩表现。”</p><p>“运营方面,公司年度入金目标指引超额完成,国际化战略再下一城,年内顺利进入香港市场展业,将极具性价比的全球投资产品带给本地投资者。产品技术层面,我们重磅推出美股碎股和定投功能,将进一步帮助公司达成客户增长和提高用户粘性的长期目标。展望未来,我们相信新一年市场环境将有所改善。公司将继续投入研发资源,提升组织效能,在各市场合规经营,巩固和深化本地市场竞争优势,将创新、优质、普惠的金融科技产品带给全球投资者。”巫天华补充道。</p><p><strong>Tiger Trade已成为新加坡国民投资理财App之一,每三位成年人中约有一位使用</strong></p><p>公司在核心新加坡市场不断加强本地布局并获得客户信赖,旗下Tiger Trade已成为新加坡国民投资理财App之一。截至2022年底,每三个新加坡20岁以上成年常住人口中约有一位使用过Tiger Trade。本季新加坡新增客户平均净入金额近12,000美元,连续三季度保持增长,公司在该市场的吸纳优质客户的能力不断增强。Tiger Trade亦成为本地最主要的新加坡股票交易平台之一,本季平台交易超过10.2亿股,交易额超5.4亿美元(约合7.27亿新加坡元),同比增长约56%。</p><p>四季度,公司持续深化与新加坡本地知名金融机构合作关系,与大华资产管理公司(UOBAM)共同发布了首个联合固定期限债券基金(the United Fixed Maturity Bond Fund 1)。该产品为年化收益率高达4.95%的三年期限投资级债券,由大华资管亚洲固收资产团队管理,旨在帮助客户在加息的宏观环境下锁定回报。产品不收取认购费与管理费,在Tiger Trade平台独家发售,获得大量本地客户认购。</p><p>四季度,公司正式进入香港市场展业,以其高性价比的产品和服务迅速在市场中崭露头角。香港居民可通过Tiger Trade一个账户交易港股、窝轮、牛熊证、美股、ETF等全球主要市场的金融产品,一站式解决投资需求。同时,公司可为香港投资者在港股IPO的公开配售和国际配售申购中提供最高20倍杠杆支持,帮助投资者在有限的资金下参与到更多的投资机会中。</p><p>公司在澳大利亚市场持续获得业界认可。得益于为本地投资者提供实时市场数据、动态交易、市场分析和投教内容等丰富的功能和具有竞争力的交易费率,公司本季获得本地知名财经评比媒体Canstar在“国际股票投资”领域的5星评级。</p><p><strong>坚定技术投入,推出美股定投与碎股交易助力客户面对市场波动</strong></p><p>四季度老虎国际佣金收入为2,493万美元;利息相关收入达3,313万美元,同比增长46.9%;全年利息相关收入9,305万,同比增长16.9%。全年执行与清算成本同比降低49.9%,自清算系统改善运营成本显著。</p><p>产品功能方面,公司在全球范围上线美股定投计划(Automatic Investment Plan),基于三季度推出的碎股功能和自清算体系,将投资门槛再次降低至1美元,支持标普500股票和美股ETF交易。该功能可帮助投资者通过平均买入成本的投资策略,理性面对市场波动,实现资产长期增值。美股碎股和定投功能是公司2022年在交易技术和服务方面持续创新的成果,将有效帮助公司达成客户增长和提升用户粘性和留存的长期目标。此外,基于人工智能和大数据技术,公司开发个股财报预测功能,支持预测标的未来三年表现,向Tiger Trade用户独家免费开放。</p><p><strong>现金管理产品“老虎钱袋子”受青睐,年化收益率达4.7%</strong></p><p>财富管理业务方面,本季度持续优化现金管理服务“老虎钱袋子(Tiger Vault)”。目前,客户的现金管理持仓与股票、基金、期权等购买力完全打通,并支持自动申赎。截至目前,“老虎钱袋子”七日年化收益率历史表现可达4.7%*,在同类型产品中表现优异。四季度,老虎钱袋子资产管理规模环比增长132.7%,持仓人数环比增长104.6%;财富管理业务整体资产管理规模环比增长103.1%,持仓人数环比增长62.0%。</p><p>在投资者教育层面,老虎不断洞察投资者需求,推出从入门到高阶不同系列课程,涵盖港股、美股、金融衍生品、ETF、估值分析、财报解读等多个模块。同时,公司与新加坡交易所(SGX)达成长期合作,联合渣打银行等知名机构,持续推出热点解读、行业剖析等系列直播,受到投资者追捧。</p><p><strong>投行美股承销位列全球第三,ESOP“咨询+SaaS”模式推动股权管理数字化</strong></p><p>四季度,老虎国际包括投行及员工股权激励服务(ESOP)等企业服务在内的其他收入达580万美元,环比上涨46.4%,全年其他收入共计2,419万美元。四季度港股IPO市场回暖,老虎国际共承销14个港股IPO,超过公司前三季度港股承销项目总和。全年投行共承销港美股项目48个。Wind数据显示,就2022全年美股IPO承销企业数量而言,老虎国际在全球投行中位列第三;凭借在SPAC项目中突出的承销能力,老虎在多元金融行业IPO承销商中位列第二,年内亦担任港交所新规生效后的第二家SPAC公司Vision Deal的上市承销商。</p><p>ESOP方面,公司旗下原“老虎ESOP”四季度起以独立品牌“一心向上”运作,季内新增26家企业客户,全年共新增106家,累计服务客户达419家,同比增长34%。2022年,一心向上搭建起股权激励咨询业务,以“咨询+SaaS”全流程服务模式推动全行业股权管理数字化转型。在产品和服务层面,一心向上持续探索A股系统功能,上线量价调整功能获得客户青睐;在港美股服务侧,一心向上也为客户提供股权激励外汇登记和税务备案等增值服务。</p><p>企业号侧,季内快狗打车、百果园、瑞尔集团等知名公司入驻,全年共新增71家企业客户至366家。四季度,线下企业实地走访服务“小虎调研团”走进特斯拉中心和百度Apollo Park,已成为备受企业客户推崇的金牌项目。线上传播方面,企业号为客户提供业绩会转播、高管访谈、闭门私享会、社区定制化活动和专属流量激励,全方位助力企业品牌高效触达投资者。企业号凭借线下体验与线上传播相结合的方式,已成为港美股上市公司优选的公众与投资者沟通渠道之一。</p><p>-正文完-</p><p>*注:4.7%是钱袋子内基金SGXZ99103178份额于2023/3/24的7日年化收益率,历史数据不代表未来收益。</p><p>免责声明:投资有风险,入市需谨慎。本文内容不构成任何投资建议。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4dc07ee61db7080412aa8876596e51c5","relate_stocks":{"TIGR":"老虎证券"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103935301","content_text":"美国东部时间3月29日美股盘前,老虎国际(NASDAQ:$TIGR)公布截至2022年12月31日的第四季度及全年未经审计财务数据。财务数据显示,老虎国际第四季度营收6,385万美元,环比上涨15.2%,归属于母公司的Non-GAAP净利润为452万美元。2022全年,公司营收近2.3亿美元,归属于母公司的Non-GAAP净利润1,268万美元,连续三年保持盈利。第四季度,老虎国际全球开户客户数新增3.8万,突破200万大关;季度新增入金客户2.7万至78.2万,全年共新增入金客户10.8万,超额完成年内新增入金客户10万的目标指引。期内公司总交易额685亿美元,其中股票交易规模205亿美元;期权与期货合约交易约743.2万份。客户总资产规模约140亿美元,环比上涨8.1%,客户净入金超14亿美元,有资产客户留存率维持在98%高位。老虎国际创始人及CEO巫天华表示:“四季度,受美联储加息影响,利息相关收入同比与环比双双增长,营收环比持续攀升,净利润同比大幅增长。回顾全年,我们坚持技术投入、降本增效,清算相关成本同比减半,Non-GAAP净利润已连续三年保持盈利。尽管面临严峻的市场环境,公司仍保持了良好的业绩表现。”“运营方面,公司年度入金目标指引超额完成,国际化战略再下一城,年内顺利进入香港市场展业,将极具性价比的全球投资产品带给本地投资者。产品技术层面,我们重磅推出美股碎股和定投功能,将进一步帮助公司达成客户增长和提高用户粘性的长期目标。展望未来,我们相信新一年市场环境将有所改善。公司将继续投入研发资源,提升组织效能,在各市场合规经营,巩固和深化本地市场竞争优势,将创新、优质、普惠的金融科技产品带给全球投资者。”巫天华补充道。Tiger Trade已成为新加坡国民投资理财App之一,每三位成年人中约有一位使用公司在核心新加坡市场不断加强本地布局并获得客户信赖,旗下Tiger Trade已成为新加坡国民投资理财App之一。截至2022年底,每三个新加坡20岁以上成年常住人口中约有一位使用过Tiger Trade。本季新加坡新增客户平均净入金额近12,000美元,连续三季度保持增长,公司在该市场的吸纳优质客户的能力不断增强。Tiger Trade亦成为本地最主要的新加坡股票交易平台之一,本季平台交易超过10.2亿股,交易额超5.4亿美元(约合7.27亿新加坡元),同比增长约56%。四季度,公司持续深化与新加坡本地知名金融机构合作关系,与大华资产管理公司(UOBAM)共同发布了首个联合固定期限债券基金(the United Fixed Maturity Bond Fund 1)。该产品为年化收益率高达4.95%的三年期限投资级债券,由大华资管亚洲固收资产团队管理,旨在帮助客户在加息的宏观环境下锁定回报。产品不收取认购费与管理费,在Tiger Trade平台独家发售,获得大量本地客户认购。四季度,公司正式进入香港市场展业,以其高性价比的产品和服务迅速在市场中崭露头角。香港居民可通过Tiger Trade一个账户交易港股、窝轮、牛熊证、美股、ETF等全球主要市场的金融产品,一站式解决投资需求。同时,公司可为香港投资者在港股IPO的公开配售和国际配售申购中提供最高20倍杠杆支持,帮助投资者在有限的资金下参与到更多的投资机会中。公司在澳大利亚市场持续获得业界认可。得益于为本地投资者提供实时市场数据、动态交易、市场分析和投教内容等丰富的功能和具有竞争力的交易费率,公司本季获得本地知名财经评比媒体Canstar在“国际股票投资”领域的5星评级。坚定技术投入,推出美股定投与碎股交易助力客户面对市场波动四季度老虎国际佣金收入为2,493万美元;利息相关收入达3,313万美元,同比增长46.9%;全年利息相关收入9,305万,同比增长16.9%。全年执行与清算成本同比降低49.9%,自清算系统改善运营成本显著。产品功能方面,公司在全球范围上线美股定投计划(Automatic Investment Plan),基于三季度推出的碎股功能和自清算体系,将投资门槛再次降低至1美元,支持标普500股票和美股ETF交易。该功能可帮助投资者通过平均买入成本的投资策略,理性面对市场波动,实现资产长期增值。美股碎股和定投功能是公司2022年在交易技术和服务方面持续创新的成果,将有效帮助公司达成客户增长和提升用户粘性和留存的长期目标。此外,基于人工智能和大数据技术,公司开发个股财报预测功能,支持预测标的未来三年表现,向Tiger Trade用户独家免费开放。现金管理产品“老虎钱袋子”受青睐,年化收益率达4.7%财富管理业务方面,本季度持续优化现金管理服务“老虎钱袋子(Tiger Vault)”。目前,客户的现金管理持仓与股票、基金、期权等购买力完全打通,并支持自动申赎。截至目前,“老虎钱袋子”七日年化收益率历史表现可达4.7%*,在同类型产品中表现优异。四季度,老虎钱袋子资产管理规模环比增长132.7%,持仓人数环比增长104.6%;财富管理业务整体资产管理规模环比增长103.1%,持仓人数环比增长62.0%。在投资者教育层面,老虎不断洞察投资者需求,推出从入门到高阶不同系列课程,涵盖港股、美股、金融衍生品、ETF、估值分析、财报解读等多个模块。同时,公司与新加坡交易所(SGX)达成长期合作,联合渣打银行等知名机构,持续推出热点解读、行业剖析等系列直播,受到投资者追捧。投行美股承销位列全球第三,ESOP“咨询+SaaS”模式推动股权管理数字化四季度,老虎国际包括投行及员工股权激励服务(ESOP)等企业服务在内的其他收入达580万美元,环比上涨46.4%,全年其他收入共计2,419万美元。四季度港股IPO市场回暖,老虎国际共承销14个港股IPO,超过公司前三季度港股承销项目总和。全年投行共承销港美股项目48个。Wind数据显示,就2022全年美股IPO承销企业数量而言,老虎国际在全球投行中位列第三;凭借在SPAC项目中突出的承销能力,老虎在多元金融行业IPO承销商中位列第二,年内亦担任港交所新规生效后的第二家SPAC公司Vision Deal的上市承销商。ESOP方面,公司旗下原“老虎ESOP”四季度起以独立品牌“一心向上”运作,季内新增26家企业客户,全年共新增106家,累计服务客户达419家,同比增长34%。2022年,一心向上搭建起股权激励咨询业务,以“咨询+SaaS”全流程服务模式推动全行业股权管理数字化转型。在产品和服务层面,一心向上持续探索A股系统功能,上线量价调整功能获得客户青睐;在港美股服务侧,一心向上也为客户提供股权激励外汇登记和税务备案等增值服务。企业号侧,季内快狗打车、百果园、瑞尔集团等知名公司入驻,全年共新增71家企业客户至366家。四季度,线下企业实地走访服务“小虎调研团”走进特斯拉中心和百度Apollo Park,已成为备受企业客户推崇的金牌项目。线上传播方面,企业号为客户提供业绩会转播、高管访谈、闭门私享会、社区定制化活动和专属流量激励,全方位助力企业品牌高效触达投资者。企业号凭借线下体验与线上传播相结合的方式,已成为港美股上市公司优选的公众与投资者沟通渠道之一。-正文完-*注:4.7%是钱袋子内基金SGXZ99103178份额于2023/3/24的7日年化收益率,历史数据不代表未来收益。免责声明:投资有风险,入市需谨慎。本文内容不构成任何投资建议。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650558832,"gmtCreate":1679391834726,"gmtModify":1679391946085,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493163577009875","authorIdStr":"3493163577009875"},"themes":[],"htmlText":"这次救市其实给足信心就够了,银行也不是真的亏钱了,只是困在没到期的长期债券上面的钱比例多了一点,缺乏活钱,而且美国长债的利息普遍较高,只要不是提前卖出并不会亏钱。 这次危机是美联储加息速度太快造成的,降通胀在非常时期必须给与足够的时间,下药不能太猛,这一届政府搞经济水平比老川还是菜一些,记得老川在位时经常合理干涉一下美联储,劝他们不要动不动就加息,所以经济发展几乎是历届政府最好的一届,不过现在政府和大银行出手解决了流动性问题,只要美联储明天宣布3月开始少加息甚至暂停加息,市场信心就会大幅挽回。<a href=\"https://laohu8.com/S/FRC\"> $第一共和银行(FRC)$ </a><a href=\"https://laohu8.com/S/U\"> $Unity Software Inc.(U)$ </a><a href=\"https://laohu8.com/S/TIGR\"> $老虎证券(TIGR)$ </a>","listText":"这次救市其实给足信心就够了,银行也不是真的亏钱了,只是困在没到期的长期债券上面的钱比例多了一点,缺乏活钱,而且美国长债的利息普遍较高,只要不是提前卖出并不会亏钱。 这次危机是美联储加息速度太快造成的,降通胀在非常时期必须给与足够的时间,下药不能太猛,这一届政府搞经济水平比老川还是菜一些,记得老川在位时经常合理干涉一下美联储,劝他们不要动不动就加息,所以经济发展几乎是历届政府最好的一届,不过现在政府和大银行出手解决了流动性问题,只要美联储明天宣布3月开始少加息甚至暂停加息,市场信心就会大幅挽回。<a href=\"https://laohu8.com/S/FRC\"> $第一共和银行(FRC)$ </a><a href=\"https://laohu8.com/S/U\"> $Unity Software Inc.(U)$ </a><a href=\"https://laohu8.com/S/TIGR\"> $老虎证券(TIGR)$ </a>","text":"这次救市其实给足信心就够了,银行也不是真的亏钱了,只是困在没到期的长期债券上面的钱比例多了一点,缺乏活钱,而且美国长债的利息普遍较高,只要不是提前卖出并不会亏钱。 这次危机是美联储加息速度太快造成的,降通胀在非常时期必须给与足够的时间,下药不能太猛,这一届政府搞经济水平比老川还是菜一些,记得老川在位时经常合理干涉一下美联储,劝他们不要动不动就加息,所以经济发展几乎是历届政府最好的一届,不过现在政府和大银行出手解决了流动性问题,只要美联储明天宣布3月开始少加息甚至暂停加息,市场信心就会大幅挽回。 $第一共和银行(FRC)$ $Unity Software Inc.(U)$ $老虎证券(TIGR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/650558832","repostId":"650589828","repostType":1,"repost":{"id":650589828,"gmtCreate":1679378034065,"gmtModify":1679378062086,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"危急存亡!拜登紧急求助,股神巴菲特再度出手救市?","htmlText":"硅谷银行的倒闭,在美股市场掀起惊涛骇浪,<a href=\"https://laohu8.com/S/FRC\">$第一共和银行(FRC)$</a> 首当其冲,即便有华尔街“天团”联合输血300亿美元,也没能成功从死亡线上成功出逃,现在还在苦苦挣扎。市场瑟瑟发抖,风暴仍未停歇。3月14日,拜登发表讲话,安抚民心:“我们的银行系统是安全的”。转身,他就向巴菲特发出了求助信号。3月19日,报道称过去一周,拜登团队与巴菲特进行了多次对话,通话内容包括请求巴菲特以某种方式投资于美国地区银行业。同时网友发现,3月17日,有超过20架私人飞机降落在巴菲特的伯克希尔.哈撒韦总部——奥马哈,这些飞机“从区域银行的总部、滑雪胜地(瑞士)和华盛顿”起飞,多组抵达,有时几乎在同一时间着陆。有小道消息,巴菲特管家称,这还是第一次见到这么多银行家同时登门。流水的危机,铁打的股神。股神救市,早有先例。在2008年金融危机,巴菲特向<a href=\"https://laohu8.com/S/GS\">$高盛(GS)$</a> 提供了50亿美元的救命资金,并且在纽约时报写了篇《我在买美国股票》的文,撰文挺市。 2011年美国主权债务危机,巴菲特再度向<a href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> 注资。作为股市顶流,在整个金融市场上拥有举足轻重的地位,而且伯克希尔现在有近1300亿美元的现金,富可敌国,绝对是拯救美国区域银行的不二人选!从巴菲特以往的持仓看,他对金融股的钟爱由来已久,但在2022年Q4,巴菲特大砍银行股持仓,几乎清仓了<a href=\"https://laohu8.com/S/USB\">$美国合众银行(USB)$</a> ,并砍掉近60%的<a href=\"https://laohu8.com/S/BK\">$纽约梅隆银行(BK)$<</a>","listText":"硅谷银行的倒闭,在美股市场掀起惊涛骇浪,<a href=\"https://laohu8.com/S/FRC\">$第一共和银行(FRC)$</a> 首当其冲,即便有华尔街“天团”联合输血300亿美元,也没能成功从死亡线上成功出逃,现在还在苦苦挣扎。市场瑟瑟发抖,风暴仍未停歇。3月14日,拜登发表讲话,安抚民心:“我们的银行系统是安全的”。转身,他就向巴菲特发出了求助信号。3月19日,报道称过去一周,拜登团队与巴菲特进行了多次对话,通话内容包括请求巴菲特以某种方式投资于美国地区银行业。同时网友发现,3月17日,有超过20架私人飞机降落在巴菲特的伯克希尔.哈撒韦总部——奥马哈,这些飞机“从区域银行的总部、滑雪胜地(瑞士)和华盛顿”起飞,多组抵达,有时几乎在同一时间着陆。有小道消息,巴菲特管家称,这还是第一次见到这么多银行家同时登门。流水的危机,铁打的股神。股神救市,早有先例。在2008年金融危机,巴菲特向<a href=\"https://laohu8.com/S/GS\">$高盛(GS)$</a> 提供了50亿美元的救命资金,并且在纽约时报写了篇《我在买美国股票》的文,撰文挺市。 2011年美国主权债务危机,巴菲特再度向<a href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> 注资。作为股市顶流,在整个金融市场上拥有举足轻重的地位,而且伯克希尔现在有近1300亿美元的现金,富可敌国,绝对是拯救美国区域银行的不二人选!从巴菲特以往的持仓看,他对金融股的钟爱由来已久,但在2022年Q4,巴菲特大砍银行股持仓,几乎清仓了<a href=\"https://laohu8.com/S/USB\">$美国合众银行(USB)$</a> ,并砍掉近60%的<a href=\"https://laohu8.com/S/BK\">$纽约梅隆银行(BK)$<</a>","text":"硅谷银行的倒闭,在美股市场掀起惊涛骇浪,$第一共和银行(FRC)$ 首当其冲,即便有华尔街“天团”联合输血300亿美元,也没能成功从死亡线上成功出逃,现在还在苦苦挣扎。市场瑟瑟发抖,风暴仍未停歇。3月14日,拜登发表讲话,安抚民心:“我们的银行系统是安全的”。转身,他就向巴菲特发出了求助信号。3月19日,报道称过去一周,拜登团队与巴菲特进行了多次对话,通话内容包括请求巴菲特以某种方式投资于美国地区银行业。同时网友发现,3月17日,有超过20架私人飞机降落在巴菲特的伯克希尔.哈撒韦总部——奥马哈,这些飞机“从区域银行的总部、滑雪胜地(瑞士)和华盛顿”起飞,多组抵达,有时几乎在同一时间着陆。有小道消息,巴菲特管家称,这还是第一次见到这么多银行家同时登门。流水的危机,铁打的股神。股神救市,早有先例。在2008年金融危机,巴菲特向$高盛(GS)$ 提供了50亿美元的救命资金,并且在纽约时报写了篇《我在买美国股票》的文,撰文挺市。 2011年美国主权债务危机,巴菲特再度向$美国银行(BAC)$ 注资。作为股市顶流,在整个金融市场上拥有举足轻重的地位,而且伯克希尔现在有近1300亿美元的现金,富可敌国,绝对是拯救美国区域银行的不二人选!从巴菲特以往的持仓看,他对金融股的钟爱由来已久,但在2022年Q4,巴菲特大砍银行股持仓,几乎清仓了$美国合众银行(USB)$ ,并砍掉近60%的$纽约梅隆银行(BK)$<","images":[{"img":"https://static.tigerbbs.com/bac7c27f615d04d5acf73d8a80072a04","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650589828","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2788,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548215771467556","authorId":"3548215771467556","name":"业余者123456","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3548215771467556","authorIdStr":"3548215771467556"},"content":"记住了,资本都是逐利的,老巴同志真的那么慷慨的救市吗,也是有利可图才行,","text":"记住了,资本都是逐利的,老巴同志真的那么慷慨的救市吗,也是有利可图才行,","html":"记住了,资本都是逐利的,老巴同志真的那么慷慨的救市吗,也是有利可图才行,"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627494940,"gmtCreate":1678495130380,"gmtModify":1678495131952,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493163577009875","authorIdStr":"3493163577009875"},"themes":[],"htmlText":"全球股市: 惨不忍赌!","listText":"全球股市: 惨不忍赌!","text":"全球股市: 惨不忍赌!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627494940","repostId":"627555370","repostType":1,"repost":{"id":627555370,"gmtCreate":1678447612890,"gmtModify":1678447648805,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"【有奖活动】用一个词来形容这一周的股市","htmlText":"如果用一个词来形容本周的股市,你会希望是什么?疯狂星期五又来了,小虎君又来给大家发福利了,欢迎大家在评论区留言,参与互动,赢取虎币与老虎周边。这一周的股市表现相对波动较大。整体而言,美国股市三大指数均出现波动,且波动较为明显。受鲍威尔讲话影响,周二美国股市小幅下挫,标普500指数和道琼斯工业平均指数分别下跌1.53%和1.72%,纳斯达克综合指数下跌1.25%。美联储主席鲍威尔在美国参议院银行委员会的听证会上作证,警告今年初的强劲数据可能促使联储不再继续放缓、而是加快加息的脚步,最终利率可能超过联储之前预期水平。就在市场消化这一消息的过程中,受到影响流动性危机影响,美国股市再次下跌,标普500指数和道琼斯工业平均指数分别下跌1.85%和1.66%,纳斯达克综合指数下跌2.05%。周三,专注于投资加密货币的银行Silvergate关门大吉。但更大的雷爆在周四,硅谷银行出现流动性危机,这把投资者吓坏了,市场最担心的是,科技泡沫的破灭恐怕会传导至美国的金融体系,从而互联网泡沫破裂甚至金融危机将会重演。而周五的剧情还在上演,如果用一个词形容这一周的股市,你觉得哪个词较为贴切?为什么呢?【参与方式】在评论区留言!同时转发本贴!用一个词来形容这一周的股市,可以是诗词,也可以是影视台词,还可以是表情包。题材不限,请发挥你的想象力【评奖及发放规则】客观评分(50%):根据回复的互动&点赞数主观评分(50%):根据作品质量进行评审打分【活动时间】活动持续到3月17日【活动奖品】凡是在评论区发表作品,均可获得50虎币,评论区互动最高的1个虎友还有机会获得小虎周边一个。快来艾特你的朋友一起参与吧~<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>","listText":"如果用一个词来形容本周的股市,你会希望是什么?疯狂星期五又来了,小虎君又来给大家发福利了,欢迎大家在评论区留言,参与互动,赢取虎币与老虎周边。这一周的股市表现相对波动较大。整体而言,美国股市三大指数均出现波动,且波动较为明显。受鲍威尔讲话影响,周二美国股市小幅下挫,标普500指数和道琼斯工业平均指数分别下跌1.53%和1.72%,纳斯达克综合指数下跌1.25%。美联储主席鲍威尔在美国参议院银行委员会的听证会上作证,警告今年初的强劲数据可能促使联储不再继续放缓、而是加快加息的脚步,最终利率可能超过联储之前预期水平。就在市场消化这一消息的过程中,受到影响流动性危机影响,美国股市再次下跌,标普500指数和道琼斯工业平均指数分别下跌1.85%和1.66%,纳斯达克综合指数下跌2.05%。周三,专注于投资加密货币的银行Silvergate关门大吉。但更大的雷爆在周四,硅谷银行出现流动性危机,这把投资者吓坏了,市场最担心的是,科技泡沫的破灭恐怕会传导至美国的金融体系,从而互联网泡沫破裂甚至金融危机将会重演。而周五的剧情还在上演,如果用一个词形容这一周的股市,你觉得哪个词较为贴切?为什么呢?【参与方式】在评论区留言!同时转发本贴!用一个词来形容这一周的股市,可以是诗词,也可以是影视台词,还可以是表情包。题材不限,请发挥你的想象力【评奖及发放规则】客观评分(50%):根据回复的互动&点赞数主观评分(50%):根据作品质量进行评审打分【活动时间】活动持续到3月17日【活动奖品】凡是在评论区发表作品,均可获得50虎币,评论区互动最高的1个虎友还有机会获得小虎周边一个。快来艾特你的朋友一起参与吧~<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>","text":"如果用一个词来形容本周的股市,你会希望是什么?疯狂星期五又来了,小虎君又来给大家发福利了,欢迎大家在评论区留言,参与互动,赢取虎币与老虎周边。这一周的股市表现相对波动较大。整体而言,美国股市三大指数均出现波动,且波动较为明显。受鲍威尔讲话影响,周二美国股市小幅下挫,标普500指数和道琼斯工业平均指数分别下跌1.53%和1.72%,纳斯达克综合指数下跌1.25%。美联储主席鲍威尔在美国参议院银行委员会的听证会上作证,警告今年初的强劲数据可能促使联储不再继续放缓、而是加快加息的脚步,最终利率可能超过联储之前预期水平。就在市场消化这一消息的过程中,受到影响流动性危机影响,美国股市再次下跌,标普500指数和道琼斯工业平均指数分别下跌1.85%和1.66%,纳斯达克综合指数下跌2.05%。周三,专注于投资加密货币的银行Silvergate关门大吉。但更大的雷爆在周四,硅谷银行出现流动性危机,这把投资者吓坏了,市场最担心的是,科技泡沫的破灭恐怕会传导至美国的金融体系,从而互联网泡沫破裂甚至金融危机将会重演。而周五的剧情还在上演,如果用一个词形容这一周的股市,你觉得哪个词较为贴切?为什么呢?【参与方式】在评论区留言!同时转发本贴!用一个词来形容这一周的股市,可以是诗词,也可以是影视台词,还可以是表情包。题材不限,请发挥你的想象力【评奖及发放规则】客观评分(50%):根据回复的互动&点赞数主观评分(50%):根据作品质量进行评审打分【活动时间】活动持续到3月17日【活动奖品】凡是在评论区发表作品,均可获得50虎币,评论区互动最高的1个虎友还有机会获得小虎周边一个。快来艾特你的朋友一起参与吧~$老虎证券(TIGR)$","images":[{"img":"https://static.tigerbbs.com/f27564cdc34a17a0ac11a0917622e215","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627555370","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":446354,"gmtCreate":1553701529180,"gmtModify":1704795292758,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3493163577009875","idStr":"3493163577009875"},"themes":[],"htmlText":"$宜人贷(YRD)$$老虎证券(TIGR)$ 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对生活压力的逃避罢了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313000703,"gmtCreate":1611630500202,"gmtModify":1703751751797,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3493163577009875","idStr":"3493163577009875"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09911\">$赤子城科技(09911)$</a><a href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$</a><a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 跟踪赤子城2-3个月了,特破前一天还加了一点货,还是掌握的不错。一直认为赤子城是最合适对标YALA的股票,业务几乎一样,都是游戏加社交,主战场也重叠不少地区,控股的都是国人……,看数据赤子城更胜一筹,而且赤子城前期和最近得好多大奖,总之非常值得期待。 再看股价,一个3元港币,也就0.4美元左右,而yala现价是24-26美金了,要说没有一个巨大的机会,很难让人接受吧? 机构、庄家会放过这样的机会吗? 当然上涨一定是曲折的,各自设定目标吧,yala我是16元左右就跑了,老虎证券也是10元不到就跑了大部分,赤子城看看情况,希望跑迟一点[微笑] ","listText":"<a href=\"https://laohu8.com/S/09911\">$赤子城科技(09911)$</a><a href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$</a><a 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当然上涨一定是曲折的,各自设定目标吧,yala我是16元左右就跑了,老虎证券也是10元不到就跑了大部分,赤子城看看情况,希望跑迟一点[微笑]","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":9,"commentSize":2,"repostSize":2,"link":"https://laohu8.com/post/313000703","isVote":1,"tweetType":1,"viewCount":10852,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3542699457221316","authorId":"3542699457221316","name":"小狼666","avatar":"https://static.tigerbbs.com/82441e1e6d502bf29134c88427988379","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3542699457221316","idStr":"3542699457221316"},"content":"这个光比较单价还是不太合适的,还是要看看市盈率和成长性的","text":"这个光比较单价还是不太合适的,还是要看看市盈率和成长性的","html":"这个光比较单价还是不太合适的,还是要看看市盈率和成长性的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367316918,"gmtCreate":1614909830734,"gmtModify":1703482840522,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3493163577009875","idStr":"3493163577009875"},"themes":[],"htmlText":"<a 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baidu也有贴吧,去那里影响大一些。股友何必为难股友呢,攒点钱不容易呀[微笑] 我的结论是公司问题肯定不少,但上涨的潜力更大!","listText":"$宜人贷(YRD)$ $拍拍贷(PPDF)$ $和信贷(HX)$ $蝙蝠集团(GLG)$ 看到不少反应公司服务质量问题的,把这里当315平台呀,醉翁之意不在酒吧?问过老虎吗?yrd财经网有论坛; baidu也有贴吧,去那里影响大一些。股友何必为难股友呢,攒点钱不容易呀[微笑] 我的结论是公司问题肯定不少,但上涨的潜力更大!","text":"$宜人贷(YRD)$ $拍拍贷(PPDF)$ $和信贷(HX)$ $蝙蝠集团(GLG)$ 看到不少反应公司服务质量问题的,把这里当315平台呀,醉翁之意不在酒吧?问过老虎吗?yrd财经网有论坛; baidu也有贴吧,去那里影响大一些。股友何必为难股友呢,攒点钱不容易呀[微笑] 我的结论是公司问题肯定不少,但上涨的潜力更大!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/449609","isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498604367776814","authorId":"3498604367776814","name":"小股神一枚","avatar":"https://static.tigerbbs.com/47ac1c7e059dc7af52698eb5e02bbddb","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3498604367776814","idStr":"3498604367776814"},"content":"我也发现了、股票涨一点就有人上来喷!我们这是炒股的地方……别一天天瞎折腾","text":"我也发现了、股票涨一点就有人上来喷!我们这是炒股的地方……别一天天瞎折腾","html":"我也发现了、股票涨一点就有人上来喷!我们这是炒股的地方……别一天天瞎折腾"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856384324,"gmtCreate":1635151412955,"gmtModify":1635152108760,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3493163577009875","idStr":"3493163577009875"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PHUN\">$Phunware, Inc.(PHUN)$</a>等APP上线后,这个股票市值绝对超过50亿美金,川普真相社交平台的技术都是 $Phunware, Inc.(PHUN)$ 来运作,业务稳当,前景不可限量,或者被真相社交平台溢价收购也是可能的。","listText":"<a href=\"https://laohu8.com/S/PHUN\">$Phunware, Inc.(PHUN)$</a>等APP上线后,这个股票市值绝对超过50亿美金,川普真相社交平台的技术都是 $Phunware, Inc.(PHUN)$ 来运作,业务稳当,前景不可限量,或者被真相社交平台溢价收购也是可能的。","text":"$Phunware, Inc.(PHUN)$等APP上线后,这个股票市值绝对超过50亿美金,川普真相社交平台的技术都是 $Phunware, Inc.(PHUN)$ 来运作,业务稳当,前景不可限量,或者被真相社交平台溢价收购也是可能的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/856384324","isVote":1,"tweetType":1,"viewCount":3597,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"11965178738539","authorId":"11965178738539","name":"跌跌跌888","avatar":"https://static.tigerbbs.com/b29056b74f08abbc89687e10a0bf2f02","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"11965178738539","idStr":"11965178738539"},"content":"谁说的是这家公司做的技术?","text":"谁说的是这家公司做的技术?","html":"谁说的是这家公司做的技术?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314730784,"gmtCreate":1612371764148,"gmtModify":1703761107976,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3493163577009875","idStr":"3493163577009875"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ONTX\">$Onconova Therapeutics, Inc.(ONTX)$</a><a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a><a href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$</a>癌症新药出来,不要求涨回原价5000元,小盘股涨回400美元就行。","listText":"<a href=\"https://laohu8.com/S/ONTX\">$Onconova Therapeutics, Inc.(ONTX)$</a><a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a><a href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$</a>癌症新药出来,不要求涨回原价5000元,小盘股涨回400美元就行。","text":"$Onconova Therapeutics, Inc.(ONTX)$$老虎证券(TIGR)$$Yalla Group(YALA)$癌症新药出来,不要求涨回原价5000元,小盘股涨回400美元就行。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/314730784","isVote":1,"tweetType":1,"viewCount":6697,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565008982518934","authorId":"3565008982518934","name":"蔡小虎","avatar":"https://static.tigerbbs.com/17cd8f7d28cf053c7d51a9cdc2aeb9a6","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3565008982518934","idStr":"3565008982518934"},"content":"为什么说涨回原价5000元,上市不是15元吗?","text":"为什么说涨回原价5000元,上市不是15元吗?","html":"为什么说涨回原价5000元,上市不是15元吗?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618853467,"gmtCreate":1650974119092,"gmtModify":1650974119092,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3493163577009875","idStr":"3493163577009875"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AGMH\">$安高盟(AGMH)$</a>转亏为赢,而且0.17的收益算很不错了,期待进一步表现。","listText":"<a href=\"https://laohu8.com/S/AGMH\">$安高盟(AGMH)$</a>转亏为赢,而且0.17的收益算很不错了,期待进一步表现。","text":"$安高盟(AGMH)$转亏为赢,而且0.17的收益算很不错了,期待进一步表现。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618853467","isVote":1,"tweetType":1,"viewCount":2444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":466514,"gmtCreate":1555028091424,"gmtModify":1704797865708,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3493163577009875","idStr":"3493163577009875"},"themes":[],"htmlText":"$蝙蝠集团(GLG)$ $宜人贷(YRD)$ $拍拍贷(PPDF)$ 蝙蝠这个股票居然可以从涨97%到跌13%,换手率差不多1000%,看来天朝散客不少,从走势来开,3.2左右一刀切下来的行为应该是某个狠庄的行为,看好的朋友可以做T,以后绝对还有机会! 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Digital,Inc(BTBT)$</a><a href=\"https://laohu8.com/S/NCTY\">$第九城市(NCTY)$</a>虽然比特币从5万多价格下跌了30-40%,fil也跌了不少,但比特币挖矿难度也下降了近30%,看好二季度业绩,即使继续跌也预计离底部不远,大陆最不利的消息应该基本上出了,以后反弹高度必须远远超过现价,所以坚持逐步建仓,保守一点先少量建……","listText":"<a href=\"https://laohu8.com/S/BTBT\">$Bit Digital,Inc(BTBT)$</a><a href=\"https://laohu8.com/S/NCTY\">$第九城市(NCTY)$</a>虽然比特币从5万多价格下跌了30-40%,fil也跌了不少,但比特币挖矿难度也下降了近30%,看好二季度业绩,即使继续跌也预计离底部不远,大陆最不利的消息应该基本上出了,以后反弹高度必须远远超过现价,所以坚持逐步建仓,保守一点先少量建……","text":"$Bit Digital,Inc(BTBT)$$第九城市(NCTY)$虽然比特币从5万多价格下跌了30-40%,fil也跌了不少,但比特币挖矿难度也下降了近30%,看好二季度业绩,即使继续跌也预计离底部不远,大陆最不利的消息应该基本上出了,以后反弹高度必须远远超过现价,所以坚持逐步建仓,保守一点先少量建……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/147836599","isVote":1,"tweetType":1,"viewCount":6409,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3587010301156504","authorId":"3587010301156504","name":"Hzlsf","avatar":"https://static.tigerbbs.com/cf79d10ece69deb1be72654e18969250","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3587010301156504","idStr":"3587010301156504"},"content":"老千股没有底的","text":"老千股没有底的","html":"老千股没有底的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":912779733,"gmtCreate":1580476704322,"gmtModify":1704341664740,"author":{"id":"3493163577009875","authorId":"3493163577009875","name":"飞哥非哥","avatar":"https://static.tigerbbs.com/be30ffbb0d97fa29b176343faa31b553","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3493163577009875","idStr":"3493163577009875"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FINV\">$信也科技(FINV)$</a> <a href=\"https://laohu8.com/S/XYF\">$小赢科技(XYF)$</a> <a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> <a href=\"https://laohu8.com/S/HX\">$和信贷(HX)$</a><a href=\"https://laohu8.com/S/YRD\">$宜人贷(YRD)$</a> 做股票要学会观察,国内科技互金有明显放松迹象,北京电视台初一春晚就是由科技互金公司全程赞助,还置入理财节目多个(有心人可以回看),这是近三年来首次出现的,上一次还是16年春节后CCTV的天气预报置入的汇中理财广告,看来整顿已经告一段落,留下的应该基本都是没问题了,而且少了几千个竞争对手机会来了。 虽然近期的武汉肺炎会有短期影响,不过或许可以捡到更便宜的货,反正多种股票逢低分次建仓必有不错的回报。","listText":"<a href=\"https://laohu8.com/S/FINV\">$信也科技(FINV)$</a> <a href=\"https://laohu8.com/S/XYF\">$小赢科技(XYF)$</a> <a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> <a href=\"https://laohu8.com/S/HX\">$和信贷(HX)$</a><a href=\"https://laohu8.com/S/YRD\">$宜人贷(YRD)$</a> 做股票要学会观察,国内科技互金有明显放松迹象,北京电视台初一春晚就是由科技互金公司全程赞助,还置入理财节目多个(有心人可以回看),这是近三年来首次出现的,上一次还是16年春节后CCTV的天气预报置入的汇中理财广告,看来整顿已经告一段落,留下的应该基本都是没问题了,而且少了几千个竞争对手机会来了。 虽然近期的武汉肺炎会有短期影响,不过或许可以捡到更便宜的货,反正多种股票逢低分次建仓必有不错的回报。","text":"$信也科技(FINV)$ $小赢科技(XYF)$ $老虎证券(TIGR)$ 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href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 4.01下手补仓,辛辛苦苦做美股赚了的钱都被老虎证券赔回去了,再不争气,只能说明没缘分,只能离开老虎了。","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 4.01下手补仓,辛辛苦苦做美股赚了的钱都被老虎证券赔回去了,再不争气,只能说明没缘分,只能离开老虎了。","text":"$老虎证券(TIGR)$ 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