JC6333的个人主页 - 老虎社区

JC6333

JC6333

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2023-11-18

看空中国

马云办公室：坚定看好阿里，仍会长期持有阿里股票

2023-07-04

$特斯拉(TSLA)$ 可以回调了

2023-05-06

产品不够好

Beyond Meat: No Pricing Power, Therefore No Competitive Advantage

2023-03-30

可以卖了

美光科技盘初持续拉升，绩后多家大行上调其目标价

2023-03-23

垄断的行业都能亏，国企什么时候要再改革

上海石化：2022年转亏至28.72亿元，累计加工原油下降24.11%

2023-03-06

model s 和 et7 选哪个？

特斯拉下调Model S/X在美起售价

2023-03-04

坚定理想，蔚来可期[开心]

2023-03-02

$蔚来(NIO)$ 蔚来经营并不低碳，和特斯拉比可以算落后产能了

2023-03-02

$蔚来(NIO)$ 时间不多了

2023-03-01

烧这么多钱还是L2

蔚来：研发费用保持在每个季度30-35亿元

2023-03-01

$蔚来(NIO)$ 烧钱游戏

2022-11-05

$尚德机构(STG)$网上一堆维权退费的，竟然没人管，诈骗还能上市也是牛。

2022-05-11

$尚德机构(STG)$弱的懒的空它

2022-04-25

放水？

央行召集金融机构与12家房企开会，内容涉及并购业务纾困

2021-08-28

$阿里巴巴(BABA)$互联网企业已经失宠，房地产就是前车之鉴

2021-08-24

回购数额不大吗

腾讯今日回购2.26万股股票为连续第四个交易日进行回购

2020-08-20

$卡隆石油(CPE)$准备抄底，赌了

2020-07-27

$尚德机构(STG)$快退市还有人敢买...

2020-07-27

丧德机构！！

2020-06-08

$瑞幸咖啡(LK)$开始泻了

去老虎APP查看更多动态

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22:21","market":"us","language":"zh","title":"马云办公室：坚定看好阿里，仍会长期持有阿里股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1193359513","media":"老虎资讯综合","summary":"11月17日晚，针对马云家族信托计划减持阿里股票，马云办公室律师明确回应，这次披露的出售计划是一个远期规划。马云坚定看好阿里，当前股价远低于阿里实际价值，仍会坚定持有阿里股票。 ","content":"<html><head></head><body><p>11月17日晚，针对马云家族信托计划减持阿里股票，马云办公室律师明确回应，这次披露的出售计划是一个远期规划。马云坚定看好阿里，当前股价远低于阿里实际价值，仍会坚定持有阿里股票。</p><p>11月14日，美国证券交易委员会（SEC）披露的文件显示，马云家族信托下的两个BVI公司（在英属维尔京群岛注册的离岸公司）计划在11月21日分别售出约500万股阿里巴巴创始人股份。涉及市值约为8.7亿美元（折合人民币约为63亿元）。</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>马云办公室：坚定看好阿里，仍会长期持有阿里股票</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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22:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月17日晚，针对马云家族信托计划减持阿里股票，马云办公室律师明确回应，这次披露的出售计划是一个远期规划。马云坚定看好阿里，当前股价远低于阿里实际价值，仍会坚定持有阿里股票。</p><p>11月14日，美国证券交易委员会（SEC）披露的文件显示，马云家族信托下的两个BVI公司（在英属维尔京群岛注册的离岸公司）计划在11月21日分别售出约500万股阿里巴巴创始人股份。涉及市值约为8.7亿美元（折合人民币约为63亿元）。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ca2161e8ddb469de4171b1fb09459c6b","relate_stocks":{"09988":"阿里巴巴-SW","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193359513","content_text":"11月17日晚，针对马云家族信托计划减持阿里股票，马云办公室律师明确回应，这次披露的出售计划是一个远期规划。马云坚定看好阿里，当前股价远低于阿里实际价值，仍会坚定持有阿里股票。11月14日，美国证券交易委员会（SEC）披露的文件显示，马云家族信托下的两个BVI公司（在英属维尔京群岛注册的离岸公司）计划在11月21日分别售出约500万股阿里巴巴创始人股份。涉及市值约为8.7亿美元（折合人民币约为63亿元）。","news_type":1},"isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":194074015650032,"gmtCreate":1688420158042,"gmtModify":1688420159063,"author":{"id":"3499668592771630","authorId":"3499668592771630","name":"JC6333","avatar":"https://static.tigerbbs.com/695a42743b611580d7e187d260dd409b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 可以回调了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 可以回调了","text":"$特斯拉(TSLA)$ 可以回调了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194074015650032","isVote":1,"tweetType":1,"viewCount":686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":656972930,"gmtCreate":1683316934521,"gmtModify":1683316936078,"author":{"id":"3499668592771630","authorId":"3499668592771630","name":"JC6333","avatar":"https://static.tigerbbs.com/695a42743b611580d7e187d260dd409b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"产品不够好","listText":"产品不够好","text":"产品不够好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/656972930","repostId":"2332988902","repostType":2,"repost":{"id":"2332988902","pubTimestamp":1682981015,"share":"https://www.laohu8.com/m/news/2332988902?lang=&edition=full","pubTime":"2023-05-02 06:43","market":"us","language":"en","title":"Beyond Meat: No Pricing Power, Therefore No Competitive Advantage","url":"https://stock-news.laohu8.com/highlight/detail?id=2332988902","media":"seekingalpha","summary":"Joe Raedle Thesis Negative gross margins and negative sales growth are two things that many authors ","content":"<html><body><p><figure><picture><img height=\"1024px\" 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/1443368532/image_1443368532.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1443368532/image_1443368532.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1443368532/image_1443368532.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1443368532/image_1443368532.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1443368532/image_1443368532.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1443368532/image_1443368532.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1443368532/image_1443368532.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1443368532/image_1443368532.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1443368532/image_1443368532.jpg?io=getty-c-w240 240w\" width=\"1536px\"/></picture><figcaption><p>Joe Raedle</p></figcaption></figure></p> <h2>Thesis</h2> <p>Negative gross margins and negative sales growth are two things that many authors have written about in the past, but I think not many have gone to the root cause. Despite high brand awareness, Beyond Meat (<span>NASDAQ:BYND</span><span>) is still struggling to achieve positive business metrics. So I would argue that the problems stem from a lack of competitive advantage and mismanagement. I will discuss this in more detail in the next few chapters.</span></p> <h2>Analysis</h2> <p>As I mentioned in the thesis chapter, the negative gross margins and the negative revenue growth are terrible and the negative FCF of around $390m is therefore likely to lead to new capital being raised. With only $309.9m in cash and ST investments, new capital will be probably be needed and this could be in the form of new shares being issued<span> or via debt from banks. But will they get a new loan from a bank with such poor financials? Banks are not VC or PE investors, they only care about getting their money back plus their interest, but Beyond Meat could be a company where this could be difficult. So I think bank loans are pretty unlikely and fundraising rounds are more likely.</span></p> <p>I think the most likely scenario is that a larger competitor will probably acquire Beyond Meat. I mean, they have really good brand awareness with 70% in the US and 39% of people who use meat substitutes use them. But it looks like they won't be able to capitalize on that at the moment, because they don't have pricing power, as we saw in 2022. They could not raise prices and still get people to buy their products. A company with a competitive advantage would have been able to pass on the higher prices caused by inflation.</p> <p>Since people who are already vegetarians would probably like Beyond Meat anyway, their target audience is meat eaters, whom they try to convince that their products taste like real meat and are better for the environment. And because food is a matter of taste, some people like it and some people don't. I myself find a Beyond Burger quite okay.</p> <p>Also, the plan to establish Beyond Meat by showing that their meat is used as an ingredient probably helped them achieve the 70% brand awareness, which was quite a nice strategy. After all, you don't normally see the name of the company whose meat/meat alternative is used on a restaurant menu. And that leads to Beyond Meat's greatest asset at the moment, its brand equity.</p> <p>But they were unable to capitalize on this as inventories rose and sales fell, coupled with supply chain problems. So there are two possibilities: either the product is not good enough to convince consumers to buy it a second time, or they only have brand awareness because people have seen the name but never tried their product. And I would say the latter is the cause, because I think the product is fine.</p> <p>The plant-based meat market is also expected to grow from $11 billion in 2022 to $33 billion in 2027. This is a huge opportunity for companies in the sector.</p> <p><figure contenteditable=\"false\"><picture><img contenteditable=\"true\" height=\"167\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/5/1/57953689-16829466672377207.jpg\" width=\"566\"/></picture><figcaption><p>Glassdoor.com</p></figcaption></figure></p> <p>The management ratings on Glassdoor are not very good and indicate that there is room for improvement.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"true\" height=\"140\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/5/1/57953689-1682946862813671.jpg\" width=\"640\"/></span><figcaption><p>Glassdoor.com</p></figcaption></figure></p> <p>Criticisms often include a lack of focus and management, as you can see in the picture above. But we have to remember that people who have a bad experience are more likely to write a review than someone who has a good experience. But the reviews could act as a helpful guide.</p> <p><figure contenteditable=\"false\"><picture><img contenteditable=\"true\" height=\"172\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/5/1/57953689-16829471479806535.jpg\" width=\"580\"/></picture><figcaption><p>Glassdoor</p></figcaption></figure></p> <p>But compared to one of their main competitors, Impossible Foods, they still have the better overall ratings and the criticisms are almost the same. So from this point of view I would not favor Impossible as the better competitor, as is often the case in comparisons. Beyond Meat has better brand awareness and market share and the management seems to be at least on a par. Also, there is not much information available about Impossible as it is a private company.</p> <p>But I think the biggest competitor in this space and probably the best company is Morningstar Farms, which is a division of Kellogg's (K). There were some plans to spin it off in 2022, but earlier this year they decided to keep the company in their portfolio. Part of the reason for this decision was that the multiples for Beyond Meat had come down quite sharply and the environment for a spin-off had changed. However, during this process it became clear that Morningstar was already profitable compared to Beyond Meat.</p> <h2>Future</h2> <p>I think the most likely scenario is that Beyond Meat will be acquired and I think Tyson Foods (TSN) is the most obvious candidate. Through their Tyson Foods venture capital fund, they participated in the recent fundraising, so I think it is highly likely that they will increase their stake in the next likely fundraising rounds. And I think it would be a good move because they can help them with their supply chain issues and there are probably synergies with Raised &amp; Rooted. But whether this will benefit shareholders in the short term is another question, as I do not think it will lead to quick shareholder gains. It is more of a long-term story.</p> <p>The often quoted positive FCF in H2 2023 is, in my opinion, a very challenging target that I do not think they will achieve. Or I think it will be achieved through the massive use of adjustments that companies often make these days. But a positive FCF, if achieved, would have a real impact on the company's prospects. At the moment, I would argue that there is still room for the share price to fall to a range of $5-$7, which is where I would place the company if we take into account the brand equity.</p> <p>However, a positive FCF would justify the current share price and even give it some upside, as the market has plenty of room to grow and Beyond Meat has a brand name that many people recognize. I mean even here on Seeking Alpha it has 80k followers which is quite a lot and shows that a lot of people are interested in this company.</p> <h2>Conclusion</h2> <p>Beyond Meat is far from a value investment, and I would argue that the possibility of achieving fantastic returns over a 10-year period is quite low. And at the moment there is not much of a safety net, and even at this point the share price could fall another 50%. However, there is a small chance that this will be a better company in 5 years' time.</p> <div></div> <p>But buying shares at this time would be more of a gamble than an investment, as there are so many variables that could affect the business in the near future alone, and it is almost impossible to predict a safe path for the future. Also, the financial situation for Beyond Meat is quite dangerous at the moment and the only real value at this point is the brand and what another company would pay for it.</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>Beyond Meat: No Pricing Power, Therefore No Competitive Advantage</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\">\nBeyond Meat: No Pricing Power, Therefore No Competitive Advantage\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-02 06:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4598637-beyond-meat-no-pricing-power-no-competitive-advantage><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Joe Raedle Thesis Negative gross margins and negative sales growth are two things that many authors have written about in the past, but I think not many have gone to the root cause. Despite high brand...</p>\n\n<a href=\"https://seekingalpha.com/article/4598637-beyond-meat-no-pricing-power-no-competitive-advantage\">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/1443368532/image_1443368532.jpg","relate_stocks":{"K":"家乐氏","BK4585":"ETF&股票定投概念","BK4504":"桥水持仓","BK4588":"碎股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4212":"包装食品与肉类","PW":"Power REIT","BK4234":"特殊用途房地产信托","BK4084":"特种房地产投资信托","TSN":"泰森食品","BK4548":"巴美列捷福持仓","BYND":"Beyond Meat, Inc."},"source_url":"https://seekingalpha.com/article/4598637-beyond-meat-no-pricing-power-no-competitive-advantage","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2332988902","content_text":"Joe Raedle Thesis Negative gross margins and negative sales growth are two things that many authors have written about in the past, but I think not many have gone to the root cause. Despite high brand awareness, Beyond Meat (NASDAQ:BYND) is still struggling to achieve positive business metrics. So I would argue that the problems stem from a lack of competitive advantage and mismanagement. I will discuss this in more detail in the next few chapters. Analysis As I mentioned in the thesis chapter, the negative gross margins and the negative revenue growth are terrible and the negative FCF of around $390m is therefore likely to lead to new capital being raised. With only $309.9m in cash and ST investments, new capital will be probably be needed and this could be in the form of new shares being issued or via debt from banks. But will they get a new loan from a bank with such poor financials? Banks are not VC or PE investors, they only care about getting their money back plus their interest, but Beyond Meat could be a company where this could be difficult. So I think bank loans are pretty unlikely and fundraising rounds are more likely. I think the most likely scenario is that a larger competitor will probably acquire Beyond Meat. I mean, they have really good brand awareness with 70% in the US and 39% of people who use meat substitutes use them. But it looks like they won't be able to capitalize on that at the moment, because they don't have pricing power, as we saw in 2022. They could not raise prices and still get people to buy their products. A company with a competitive advantage would have been able to pass on the higher prices caused by inflation. Since people who are already vegetarians would probably like Beyond Meat anyway, their target audience is meat eaters, whom they try to convince that their products taste like real meat and are better for the environment. And because food is a matter of taste, some people like it and some people don't. I myself find a Beyond Burger quite okay. Also, the plan to establish Beyond Meat by showing that their meat is used as an ingredient probably helped them achieve the 70% brand awareness, which was quite a nice strategy. After all, you don't normally see the name of the company whose meat/meat alternative is used on a restaurant menu. And that leads to Beyond Meat's greatest asset at the moment, its brand equity. But they were unable to capitalize on this as inventories rose and sales fell, coupled with supply chain problems. So there are two possibilities: either the product is not good enough to convince consumers to buy it a second time, or they only have brand awareness because people have seen the name but never tried their product. And I would say the latter is the cause, because I think the product is fine. The plant-based meat market is also expected to grow from $11 billion in 2022 to $33 billion in 2027. This is a huge opportunity for companies in the sector. Glassdoor.com The management ratings on Glassdoor are not very good and indicate that there is room for improvement. Glassdoor.com Criticisms often include a lack of focus and management, as you can see in the picture above. But we have to remember that people who have a bad experience are more likely to write a review than someone who has a good experience. But the reviews could act as a helpful guide. Glassdoor But compared to one of their main competitors, Impossible Foods, they still have the better overall ratings and the criticisms are almost the same. So from this point of view I would not favor Impossible as the better competitor, as is often the case in comparisons. Beyond Meat has better brand awareness and market share and the management seems to be at least on a par. Also, there is not much information available about Impossible as it is a private company. But I think the biggest competitor in this space and probably the best company is Morningstar Farms, which is a division of Kellogg's (K). There were some plans to spin it off in 2022, but earlier this year they decided to keep the company in their portfolio. Part of the reason for this decision was that the multiples for Beyond Meat had come down quite sharply and the environment for a spin-off had changed. However, during this process it became clear that Morningstar was already profitable compared to Beyond Meat. Future I think the most likely scenario is that Beyond Meat will be acquired and I think Tyson Foods (TSN) is the most obvious candidate. Through their Tyson Foods venture capital fund, they participated in the recent fundraising, so I think it is highly likely that they will increase their stake in the next likely fundraising rounds. And I think it would be a good move because they can help them with their supply chain issues and there are probably synergies with Raised & Rooted. But whether this will benefit shareholders in the short term is another question, as I do not think it will lead to quick shareholder gains. It is more of a long-term story. The often quoted positive FCF in H2 2023 is, in my opinion, a very challenging target that I do not think they will achieve. Or I think it will be achieved through the massive use of adjustments that companies often make these days. But a positive FCF, if achieved, would have a real impact on the company's prospects. At the moment, I would argue that there is still room for the share price to fall to a range of $5-$7, which is where I would place the company if we take into account the brand equity. However, a positive FCF would justify the current share price and even give it some upside, as the market has plenty of room to grow and Beyond Meat has a brand name that many people recognize. I mean even here on Seeking Alpha it has 80k followers which is quite a lot and shows that a lot of people are interested in this company. Conclusion Beyond Meat is far from a value investment, and I would argue that the possibility of achieving fantastic returns over a 10-year period is quite low. And at the moment there is not much of a safety net, and even at this point the share price could fall another 50%. However, there is a small chance that this will be a better company in 5 years' time.  But buying shares at this time would be more of a gamble than an investment, as there are so many variables that could affect the business in the near future alone, and it is almost impossible to predict a safe path for the future. Also, the financial situation for Beyond Meat is quite dangerous at the moment and the only real value at this point is the brand and what another company would pay for it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659590426,"gmtCreate":1680116043766,"gmtModify":1680116046195,"author":{"id":"3499668592771630","authorId":"3499668592771630","name":"JC6333","avatar":"https://static.tigerbbs.com/695a42743b611580d7e187d260dd409b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"可以卖了","listText":"可以卖了","text":"可以卖了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659590426","repostId":"1113591522","repostType":4,"repost":{"id":"1113591522","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1680097680,"share":"https://www.laohu8.com/m/news/1113591522?lang=&edition=full","pubTime":"2023-03-29 21:48","market":"other","language":"zh","title":"美光科技盘初持续拉升，绩后多家大行上调其目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=1113591522","media":"老虎资讯综合","summary":"3月29日，美光科技盘初持续拉升，现涨超7%，公司称内存市场已触底，库存余额在上一季度已达峰值。3月28日(周二)美股盘后，美光科技公布了2023财年第二季度业绩。多家华尔街大行上调了对该股的目标价，","content":"<html><head></head><body><p>3月29日，<a href=\"https://laohu8.com/S/MU\">美光科技</a>盘初持续拉升，现涨超7%，公司称内存市场已触底，库存余额在上一季度已达峰值。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4489df5fc06de8cac6599761d85b662f\" tg-width=\"560\" tg-height=\"240\"/></p><p>3月28日(周二)美股盘后，<a href=\"https://laohu8.com/S/MU\">美光科技</a>公布了2023财年第二季度业绩。多家华尔街大行上调了对该股的目标价，指出该公司的低迷程度比预期的要深，但同时表示复苏即将到来。</p><p>财报显示，美光科技Q2营收同比下降约53%，至36.9亿美元，低于分析师预期的37.3亿美元。净亏损为23亿美元，上年同期净利润22.6亿美元。摊薄后每股亏损2.12美元，上年同期每股收益2.00美元;调整后每股亏损1.91美元，高于分析师预期的1.65美元，上年同期每股收益2.14美元。值得一提的是，美光科技在Q2减记了14.3亿美元的库存，这对摊薄后的每股收益造成了1.34美元的负面影响。</p><p>此外，该公司预计第三季度营收为37亿美元，上下浮动2亿美元，与分析师的平均预期相符;预计Non-GAAP摊薄后每股亏损1.58美元，上下浮动0.07美元，市场预期为每股亏损0.90美元。</p><p>以下是各行对美光科技的观点：</p><p><strong><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师Harlan Sur将美光科技目标价由65美元上调至75美元，并重申对该股“增持”评级。</strong>分析师称，该公司在应对过剩库存方面取得了良好进展，但仍有更多工作要做。分析师表示：“随着该公司努力度过最严重的内存市场低迷期之一，隧道尽头的一丝曙光开始出现。广泛终端市场的库存水平持续改善，预计下半年需求将出现增长。”分析师还补充称，随着时间推移，该股股价可能继续朝着“积极的方向”移动。在该公司大幅削减供应、减记库存和需求环境改善后，投资者对其下半年的营收和价格复苏有所预期。</p><p><strong><a href=\"https://laohu8.com/S/BAC\">美国银行</a>分析师Vivek Arya将美光科技目标价由58美元上调至68美元，并维持对该股“中性”评级。</strong>分析师表示，尽管“没有快速解决方案”，但看起来内存市场的疲软正在开始消退。分析师指出，随着该公司在个人电脑/智能手机方面的库存改善，新的数据中心/人工智能周期将有助于推动内存需求，第二财季应该标志着这个周期的底部。分析师还认为，虽然DRAM和NAND的短期环境“充满挑战”，但该公司可能会受益于企业回流和美国《芯片法案》，因其是唯一一家总部位于美国的领先内存生产商。</p><p><strong>巴克莱分析师Tom O&#39;Malley予美光科技“增持”评级，目标价为70美元。</strong>分析师指出，几个终端市场的持续疲软推迟了美光科技的复苏，导致该公司的账面价值下降，但该公司“定位良好”，尤其是在数据中心业务改善的情况下。分析师称：“我们认为，该股仍然表现良好，而且符合人工智能的主题，这是下一个财年里数据中心业务的真正推动力。”</p><p><strong>Baird分析师Tristan Gerra将美光科技目标价由45美元上调至60美元，并维持对该股“中性”评级。</strong>分析师表示，从毛利率和库存减记规模等各种指标来看，该公司第二财季正处于低谷，而由于该公司采取了积极行动，降低了资本支出和利用率，并进一步削减运营支出，其出货量恢复增长。分析师还指出，美光科技目前的股价较有形账面价值有40%的溢价，而经济衰退的可能性正在上升。</p><p><strong>Susquehanna分析师Mehdi Hosseini将美光科技目标价由65美元上调至90美元，并维持对该股的正面评级。</strong>分析师认为，该公司可能会在第三财季呈现出最坏的经营亏损情况，鉴于更新的目标价，该股近期至中期的风险/回报状况是有吸引力的。</p><p><strong>Cowen分析师Krish Sankar将美光科技目标价由66美元上调至70美元，并维持对该股的“跑赢大盘”评级。</strong>分析师表示，该公司Q2业绩基本符合其预期，进一步减产对内存行业有利，且该公司似乎在裁员方面处于领先地位。</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>美光科技盘初持续拉升，绩后多家大行上调其目标价</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; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美光科技盘初持续拉升，绩后多家大行上调其目标价\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 21:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月29日，<a href=\"https://laohu8.com/S/MU\">美光科技</a>盘初持续拉升，现涨超7%，公司称内存市场已触底，库存余额在上一季度已达峰值。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4489df5fc06de8cac6599761d85b662f\" tg-width=\"560\" tg-height=\"240\"/></p><p>3月28日(周二)美股盘后，<a href=\"https://laohu8.com/S/MU\">美光科技</a>公布了2023财年第二季度业绩。多家华尔街大行上调了对该股的目标价，指出该公司的低迷程度比预期的要深，但同时表示复苏即将到来。</p><p>财报显示，美光科技Q2营收同比下降约53%，至36.9亿美元，低于分析师预期的37.3亿美元。净亏损为23亿美元，上年同期净利润22.6亿美元。摊薄后每股亏损2.12美元，上年同期每股收益2.00美元;调整后每股亏损1.91美元，高于分析师预期的1.65美元，上年同期每股收益2.14美元。值得一提的是，美光科技在Q2减记了14.3亿美元的库存，这对摊薄后的每股收益造成了1.34美元的负面影响。</p><p>此外，该公司预计第三季度营收为37亿美元，上下浮动2亿美元，与分析师的平均预期相符;预计Non-GAAP摊薄后每股亏损1.58美元，上下浮动0.07美元，市场预期为每股亏损0.90美元。</p><p>以下是各行对美光科技的观点：</p><p><strong><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师Harlan Sur将美光科技目标价由65美元上调至75美元，并重申对该股“增持”评级。</strong>分析师称，该公司在应对过剩库存方面取得了良好进展，但仍有更多工作要做。分析师表示：“随着该公司努力度过最严重的内存市场低迷期之一，隧道尽头的一丝曙光开始出现。广泛终端市场的库存水平持续改善，预计下半年需求将出现增长。”分析师还补充称，随着时间推移，该股股价可能继续朝着“积极的方向”移动。在该公司大幅削减供应、减记库存和需求环境改善后，投资者对其下半年的营收和价格复苏有所预期。</p><p><strong><a href=\"https://laohu8.com/S/BAC\">美国银行</a>分析师Vivek Arya将美光科技目标价由58美元上调至68美元，并维持对该股“中性”评级。</strong>分析师表示，尽管“没有快速解决方案”，但看起来内存市场的疲软正在开始消退。分析师指出，随着该公司在个人电脑/智能手机方面的库存改善，新的数据中心/人工智能周期将有助于推动内存需求，第二财季应该标志着这个周期的底部。分析师还认为，虽然DRAM和NAND的短期环境“充满挑战”，但该公司可能会受益于企业回流和美国《芯片法案》，因其是唯一一家总部位于美国的领先内存生产商。</p><p><strong>巴克莱分析师Tom O&#39;Malley予美光科技“增持”评级，目标价为70美元。</strong>分析师指出，几个终端市场的持续疲软推迟了美光科技的复苏，导致该公司的账面价值下降，但该公司“定位良好”，尤其是在数据中心业务改善的情况下。分析师称：“我们认为，该股仍然表现良好，而且符合人工智能的主题，这是下一个财年里数据中心业务的真正推动力。”</p><p><strong>Baird分析师Tristan Gerra将美光科技目标价由45美元上调至60美元，并维持对该股“中性”评级。</strong>分析师表示，从毛利率和库存减记规模等各种指标来看，该公司第二财季正处于低谷，而由于该公司采取了积极行动，降低了资本支出和利用率，并进一步削减运营支出，其出货量恢复增长。分析师还指出，美光科技目前的股价较有形账面价值有40%的溢价，而经济衰退的可能性正在上升。</p><p><strong>Susquehanna分析师Mehdi Hosseini将美光科技目标价由65美元上调至90美元，并维持对该股的正面评级。</strong>分析师认为，该公司可能会在第三财季呈现出最坏的经营亏损情况，鉴于更新的目标价，该股近期至中期的风险/回报状况是有吸引力的。</p><p><strong>Cowen分析师Krish Sankar将美光科技目标价由66美元上调至70美元，并维持对该股的“跑赢大盘”评级。</strong>分析师表示，该公司Q2业绩基本符合其预期，进一步减产对内存行业有利，且该公司似乎在裁员方面处于领先地位。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"BK4527":"明星科技股","BK4585":"ETF&股票定投概念","BK4579":"人工智能","BK4141":"半导体产品","BK4588":"碎股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4512":"苹果概念","BK4554":"元宇宙及AR概念","BK4566":"资本集团","BK4575":"芯片概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","MU":"美光科技","LU2286300806.USD":"Allianz Cyber Security AT Acc USD"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113591522","content_text":"3月29日，美光科技盘初持续拉升，现涨超7%，公司称内存市场已触底，库存余额在上一季度已达峰值。3月28日(周二)美股盘后，美光科技公布了2023财年第二季度业绩。多家华尔街大行上调了对该股的目标价，指出该公司的低迷程度比预期的要深，但同时表示复苏即将到来。财报显示，美光科技Q2营收同比下降约53%，至36.9亿美元，低于分析师预期的37.3亿美元。净亏损为23亿美元，上年同期净利润22.6亿美元。摊薄后每股亏损2.12美元，上年同期每股收益2.00美元;调整后每股亏损1.91美元，高于分析师预期的1.65美元，上年同期每股收益2.14美元。值得一提的是，美光科技在Q2减记了14.3亿美元的库存，这对摊薄后的每股收益造成了1.34美元的负面影响。此外，该公司预计第三季度营收为37亿美元，上下浮动2亿美元，与分析师的平均预期相符;预计Non-GAAP摊薄后每股亏损1.58美元，上下浮动0.07美元，市场预期为每股亏损0.90美元。以下是各行对美光科技的观点：摩根大通分析师Harlan Sur将美光科技目标价由65美元上调至75美元，并重申对该股“增持”评级。分析师称，该公司在应对过剩库存方面取得了良好进展，但仍有更多工作要做。分析师表示：“随着该公司努力度过最严重的内存市场低迷期之一，隧道尽头的一丝曙光开始出现。广泛终端市场的库存水平持续改善，预计下半年需求将出现增长。”分析师还补充称，随着时间推移，该股股价可能继续朝着“积极的方向”移动。在该公司大幅削减供应、减记库存和需求环境改善后，投资者对其下半年的营收和价格复苏有所预期。美国银行分析师Vivek Arya将美光科技目标价由58美元上调至68美元，并维持对该股“中性”评级。分析师表示，尽管“没有快速解决方案”，但看起来内存市场的疲软正在开始消退。分析师指出，随着该公司在个人电脑/智能手机方面的库存改善，新的数据中心/人工智能周期将有助于推动内存需求，第二财季应该标志着这个周期的底部。分析师还认为，虽然DRAM和NAND的短期环境“充满挑战”，但该公司可能会受益于企业回流和美国《芯片法案》，因其是唯一一家总部位于美国的领先内存生产商。巴克莱分析师Tom O'Malley予美光科技“增持”评级，目标价为70美元。分析师指出，几个终端市场的持续疲软推迟了美光科技的复苏，导致该公司的账面价值下降，但该公司“定位良好”，尤其是在数据中心业务改善的情况下。分析师称：“我们认为，该股仍然表现良好，而且符合人工智能的主题，这是下一个财年里数据中心业务的真正推动力。”Baird分析师Tristan Gerra将美光科技目标价由45美元上调至60美元，并维持对该股“中性”评级。分析师表示，从毛利率和库存减记规模等各种指标来看，该公司第二财季正处于低谷，而由于该公司采取了积极行动，降低了资本支出和利用率，并进一步削减运营支出，其出货量恢复增长。分析师还指出，美光科技目前的股价较有形账面价值有40%的溢价，而经济衰退的可能性正在上升。Susquehanna分析师Mehdi Hosseini将美光科技目标价由65美元上调至90美元，并维持对该股的正面评级。分析师认为，该公司可能会在第三财季呈现出最坏的经营亏损情况，鉴于更新的目标价，该股近期至中期的风险/回报状况是有吸引力的。Cowen分析师Krish Sankar将美光科技目标价由66美元上调至70美元，并维持对该股的“跑赢大盘”评级。分析师表示，该公司Q2业绩基本符合其预期，进一步减产对内存行业有利，且该公司似乎在裁员方面处于领先地位。","news_type":1},"isVote":1,"tweetType":1,"viewCount":662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650764352,"gmtCreate":1679513536276,"gmtModify":1679513537872,"author":{"id":"3499668592771630","authorId":"3499668592771630","name":"JC6333","avatar":"https://static.tigerbbs.com/695a42743b611580d7e187d260dd409b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"垄断的行业都能亏，国企什么时候要再改革","listText":"垄断的行业都能亏，国企什么时候要再改革","text":"垄断的行业都能亏，国企什么时候要再改革","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650764352","repostId":"2321950755","repostType":2,"repost":{"id":"2321950755","pubTimestamp":1679486322,"share":"https://www.laohu8.com/m/news/2321950755?lang=&edition=full","pubTime":"2023-03-22 19:58","market":"sh","language":"zh","title":"上海石化：2022年转亏至28.72亿元，累计加工原油下降24.11%","url":"https://stock-news.laohu8.com/highlight/detail?id=2321950755","media":"界面","summary":"上海石化3月22日公告，2022年，公司实现营业收入825.18亿元，同比下滑7.57%；净亏28.72亿元，同比由盈转亏。截至2022年12月31日止，集团累计加工原油1044.53万吨（其中来料加工37.83万吨），同比下降24.11%，主要受市场需求不旺及公司装置事故影响。2022全年原油加工成本为4,682.50元/吨，比上年同期增加1,450.21元/吨，上升44.87%。全年原油加工总成本比上年同期增加39.56亿元，上升9.16%，占总销售成本的61.81%。","content":"<div>\n<p>上海石化3月22日公告，2022年，公司实现营业收入825.18亿元，同比下滑7.57%；净亏28.72亿元，同比由盈转亏。截至2022年12月31日止，集团累计加工原油1044.53万吨（其中来料加工37.83万吨），同比下降24.11%，主要受市场需求不旺及公司装置事故影响。2022全年原油加工成本为4,682.50元/吨，比上年同期增加1,450.21元/吨，上升44.87%。全年原油加工...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023032219584282bd18e7&s=b\">Web Link</a>\n\n</div>\n","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>上海石化：2022年转亏至28.72亿元，累计加工原油下降24.11%</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; 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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上海石化：2022年转亏至28.72亿元，累计加工原油下降24.11%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-22 19:58 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023032219584282bd18e7&s=b><strong>界面</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>上海石化3月22日公告，2022年，公司实现营业收入825.18亿元，同比下滑7.57%；净亏28.72亿元，同比由盈转亏。截至2022年12月31日止，集团累计加工原油1044.53万吨（其中来料加工37.83万吨），同比下降24.11%，主要受市场需求不旺及公司装置事故影响。2022全年原油加工成本为4,682.50元/吨，比上年同期增加1,450.21元/吨，上升44.87%。全年原油加工...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023032219584282bd18e7&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"600688":"上海石化","BK0188":"融资融券","BK0025":"油气改革","BK0006":"大央企重组","BK0012":"证金概念","BK0187":"一线龙头","BK0275":"燃料加工","BK0196":"行业龙头","BK0010":"央企","BK0028":"国家队","BK0183":"MSCI概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023032219584282bd18e7&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2321950755","content_text":"上海石化3月22日公告，2022年，公司实现营业收入825.18亿元，同比下滑7.57%；净亏28.72亿元，同比由盈转亏。截至2022年12月31日止，集团累计加工原油1044.53万吨（其中来料加工37.83万吨），同比下降24.11%，主要受市场需求不旺及公司装置事故影响。2022全年原油加工成本为4,682.50元/吨，比上年同期增加1,450.21元/吨，上升44.87%。全年原油加工总成本比上年同期增加39.56亿元，上升9.16%，占总销售成本的61.81%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627190470,"gmtCreate":1678094108090,"gmtModify":1678094109693,"author":{"id":"3499668592771630","authorId":"3499668592771630","name":"JC6333","avatar":"https://static.tigerbbs.com/695a42743b611580d7e187d260dd409b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"model s 和 et7 选哪个？","listText":"model s 和 et7 选哪个？","text":"model s 和 et7 选哪个？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627190470","repostId":"1138821953","repostType":4,"repost":{"id":"1138821953","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1678072412,"share":"https://www.laohu8.com/m/news/1138821953?lang=&edition=full","pubTime":"2023-03-06 11:13","market":"us","language":"zh","title":"特斯拉下调Model S/X在美起售价","url":"https://stock-news.laohu8.com/highlight/detail?id=1138821953","media":"老虎资讯综合","summary":"3月6日，特斯拉下调Model S/X在美起售价，Model S现价89,990美元(原价94,990美元)，Model S Plaid现价109,990美元(原价114,990美元)；Model X","content":"<html><head></head><body><p>3月6日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>下调Model S/X在美起售价，Model S现价89,990美元(原价94,990美元)，Model S Plaid现价109,990美元(原价114,990美元)；Model X现价99,990美元(原价109,990美元)，Model X Plaid现价109,990美元(原价119,990美元)。</p><p><img src=\"https://static.tigerbbs.com/55ede31939bb04be80cf353a717cab4a\" tg-width=\"632\" tg-height=\"290\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></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>特斯拉下调Model S/X在美起售价</title>\n<style 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href=\"https://laohu8.com/S/TSLA\">特斯拉</a>下调Model S/X在美起售价，Model S现价89,990美元(原价94,990美元)，Model S Plaid现价109,990美元(原价114,990美元)；Model X现价99,990美元(原价109,990美元)，Model X Plaid现价109,990美元(原价119,990美元)。</p><p><img src=\"https://static.tigerbbs.com/55ede31939bb04be80cf353a717cab4a\" tg-width=\"632\" tg-height=\"290\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e0d9f23e003547a93295253f05b6a55","relate_stocks":{"LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4527":"明星科技股","BK4588":"碎股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY 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Plaid现价109,990美元(原价119,990美元)。","news_type":1},"isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627949768,"gmtCreate":1677878231254,"gmtModify":1677878232823,"author":{"id":"3499668592771630","authorId":"3499668592771630","name":"JC6333","avatar":"https://static.tigerbbs.com/695a42743b611580d7e187d260dd409b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"坚定理想，蔚来可期[开心]&nbsp;","listText":"坚定理想，蔚来可期[开心]&nbsp;","text":"坚定理想，蔚来可期[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627949768","isVote":1,"tweetType":1,"viewCount":885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624763898,"gmtCreate":1677722295114,"gmtModify":1677722296491,"author":{"id":"3499668592771630","authorId":"3499668592771630","name":"JC6333","avatar":"https://static.tigerbbs.com/695a42743b611580d7e187d260dd409b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>蔚来经营并不低碳，和特斯拉比可以算落后产能了","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>蔚来经营并不低碳，和特斯拉比可以算落后产能了","text":"$蔚来(NIO)$ 蔚来经营并不低碳，和特斯拉比可以算落后产能了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624763898","isVote":1,"tweetType":1,"viewCount":665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624718471,"gmtCreate":1677700062393,"gmtModify":1677700064557,"author":{"id":"3499668592771630","authorId":"3499668592771630","name":"JC6333","avatar":"https://static.tigerbbs.com/695a42743b611580d7e187d260dd409b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>时间不多了","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>时间不多了","text":"$蔚来(NIO)$ 时间不多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624718471","isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624799735,"gmtCreate":1677678841327,"gmtModify":1677678843441,"author":{"id":"3499668592771630","authorId":"3499668592771630","name":"JC6333","avatar":"https://static.tigerbbs.com/695a42743b611580d7e187d260dd409b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"烧这么多钱还是L2","listText":"烧这么多钱还是L2","text":"烧这么多钱还是L2","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624799735","repostId":"2316614161","repostType":2,"repost":{"id":"2316614161","pubTimestamp":1677675660,"share":"https://www.laohu8.com/m/news/2316614161?lang=&edition=full","pubTime":"2023-03-01 21:01","market":"hk","language":"zh","title":"蔚来：研发费用保持在每个季度30-35亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2316614161","media":"第一财经","summary":"据蔚来财报电话会，蔚来方面表示，研发费用保持在每个季度30-35亿元；SG&A随着NT2产品在Q2逐步上市，有望提高营收，因此SG&A占营收比重会有所下降。另外，SG&A包含欧洲市场的投入，目前处于早期阶段，投入较大。","content":"<div>\n<p>据蔚来财报电话会，蔚来方面表示，研发费用保持在每个季度30-35亿元；SG&A随着NT2产品在Q2逐步上市，有望提高营收，因此SG&A占营收比重会有所下降。另外，SG&A包含欧洲市场的投入，目前处于早期阶段，投入较大。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202303012101478351df6a&s=b\">Web Link</a>\n\n</div>\n","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>蔚来：研发费用保持在每个季度30-35亿元</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202303012101478351df6a&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1588":"回港中概股","BK1119":"汽车制造商","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202303012101478351df6a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2316614161","content_text":"据蔚来财报电话会，蔚来方面表示，研发费用保持在每个季度30-35亿元；SG&A随着NT2产品在Q2逐步上市，有望提高营收，因此SG&A占营收比重会有所下降。另外，SG&A包含欧洲市场的投入，目前处于早期阶段，投入较大。","news_type":1},"isVote":1,"tweetType":1,"viewCount":978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624405258,"gmtCreate":1677611587375,"gmtModify":1677611588355,"author":{"id":"3499668592771630","authorId":"3499668592771630","name":"JC6333","avatar":"https://static.tigerbbs.com/695a42743b611580d7e187d260dd409b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/STG\">$尚德机构(STG)$</a>弱的懒的空它","text":"$尚德机构(STG)$弱的懒的空它","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612140891","isVote":1,"tweetType":1,"viewCount":1755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618350284,"gmtCreate":1650879136752,"gmtModify":1650879136752,"author":{"id":"3499668592771630","authorId":"3499668592771630","name":"JC6333","avatar":"https://static.tigerbbs.com/695a42743b611580d7e187d260dd409b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"放水？","listText":"放水？","text":"放水？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618350284","repostId":"1175248844","repostType":4,"repost":{"id":"1175248844","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1650870303,"share":"https://www.laohu8.com/m/news/1175248844?lang=&edition=full","pubTime":"2022-04-25 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15:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>网传央行召集商业银行及多家房地产公司开会，内容涉及房地产并购等问题，参会的主要有<a href=\"https://laohu8.com/S/00813\">世茂集团</a>、<a href=\"https://laohu8.com/S/02772\">中梁控股</a>、恒大集团、佳兆业等12家房企。</p><p>接近中梁人士证实，消息属实，确实开会了。会议主要谈的是不良资产处置问题。</p><p><a href=\"https://laohu8.com/S/000671\">阳光城</a>一位人士告诉记者，的确有会议。根据网络流出的会议内容，对12家房企“四证不全”项目、涉及并购贷款置换土地出让金项目等合规性要求有所放松；存量逾期补充增信后可以进行展期；要求开发贷全力支持房企，但是资金务必封闭管理；此外，需要保证按揭的发放。 （中证报）</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c3c5822c22b6cfd1d0ae2625b7bc085e","relate_stocks":{"09668":"渤海银行","09979":"绿城管理控股","00813":"世茂集团","02772":"中梁控股","BK1240":"房地产开发","BK1148":"建筑与工程","BK1555":"内房股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175248844","content_text":"网传央行召集商业银行及多家房地产公司开会，内容涉及房地产并购等问题，参会的主要有世茂集团、中梁控股、恒大集团、佳兆业等12家房企。接近中梁人士证实，消息属实，确实开会了。会议主要谈的是不良资产处置问题。阳光城一位人士告诉记者，的确有会议。根据网络流出的会议内容，对12家房企“四证不全”项目、涉及并购贷款置换土地出让金项目等合规性要求有所放松；存量逾期补充增信后可以进行展期；要求开发贷全力支持房企，但是资金务必封闭管理；此外，需要保证按揭的发放。 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type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马云办公室：坚定看好阿里，仍会长期持有阿里股票\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\">2023-11-17 22:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月17日晚，针对马云家族信托计划减持阿里股票，马云办公室律师明确回应，这次披露的出售计划是一个远期规划。马云坚定看好阿里，当前股价远低于阿里实际价值，仍会坚定持有阿里股票。</p><p>11月14日，美国证券交易委员会（SEC）披露的文件显示，马云家族信托下的两个BVI公司（在英属维尔京群岛注册的离岸公司）计划在11月21日分别售出约500万股阿里巴巴创始人股份。涉及市值约为8.7亿美元（折合人民币约为63亿元）。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ca2161e8ddb469de4171b1fb09459c6b","relate_stocks":{"09988":"阿里巴巴-SW","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193359513","content_text":"11月17日晚，针对马云家族信托计划减持阿里股票，马云办公室律师明确回应，这次披露的出售计划是一个远期规划。马云坚定看好阿里，当前股价远低于阿里实际价值，仍会坚定持有阿里股票。11月14日，美国证券交易委员会（SEC）披露的文件显示，马云家族信托下的两个BVI公司（在英属维尔京群岛注册的离岸公司）计划在11月21日分别售出约500万股阿里巴巴创始人股份。涉及市值约为8.7亿美元（折合人民币约为63亿元）。","news_type":1},"isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":194074015650032,"gmtCreate":1688420158042,"gmtModify":1688420159063,"author":{"id":"3499668592771630","authorId":"3499668592771630","name":"JC6333","avatar":"https://static.tigerbbs.com/695a42743b611580d7e187d260dd409b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 可以回调了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 可以回调了","text":"$特斯拉(TSLA)$ 可以回调了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194074015650032","isVote":1,"tweetType":1,"viewCount":686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":656972930,"gmtCreate":1683316934521,"gmtModify":1683316936078,"author":{"id":"3499668592771630","authorId":"3499668592771630","name":"JC6333","avatar":"https://static.tigerbbs.com/695a42743b611580d7e187d260dd409b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"产品不够好","listText":"产品不够好","text":"产品不够好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/656972930","repostId":"2332988902","repostType":2,"repost":{"id":"2332988902","pubTimestamp":1682981015,"share":"https://www.laohu8.com/m/news/2332988902?lang=&edition=full","pubTime":"2023-05-02 06:43","market":"us","language":"en","title":"Beyond Meat: No Pricing Power, Therefore No Competitive Advantage","url":"https://stock-news.laohu8.com/highlight/detail?id=2332988902","media":"seekingalpha","summary":"Joe Raedle Thesis Negative gross margins and negative sales growth are two things that many authors ","content":"<html><body><p><figure><picture><img height=\"1024px\" 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/1443368532/image_1443368532.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1443368532/image_1443368532.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1443368532/image_1443368532.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1443368532/image_1443368532.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1443368532/image_1443368532.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1443368532/image_1443368532.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1443368532/image_1443368532.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1443368532/image_1443368532.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1443368532/image_1443368532.jpg?io=getty-c-w240 240w\" width=\"1536px\"/></picture><figcaption><p>Joe Raedle</p></figcaption></figure></p> <h2>Thesis</h2> <p>Negative gross margins and negative sales growth are two things that many authors have written about in the past, but I think not many have gone to the root cause. Despite high brand awareness, Beyond Meat (<span>NASDAQ:BYND</span><span>) is still struggling to achieve positive business metrics. So I would argue that the problems stem from a lack of competitive advantage and mismanagement. I will discuss this in more detail in the next few chapters.</span></p> <h2>Analysis</h2> <p>As I mentioned in the thesis chapter, the negative gross margins and the negative revenue growth are terrible and the negative FCF of around $390m is therefore likely to lead to new capital being raised. With only $309.9m in cash and ST investments, new capital will be probably be needed and this could be in the form of new shares being issued<span> or via debt from banks. But will they get a new loan from a bank with such poor financials? Banks are not VC or PE investors, they only care about getting their money back plus their interest, but Beyond Meat could be a company where this could be difficult. So I think bank loans are pretty unlikely and fundraising rounds are more likely.</span></p> <p>I think the most likely scenario is that a larger competitor will probably acquire Beyond Meat. I mean, they have really good brand awareness with 70% in the US and 39% of people who use meat substitutes use them. But it looks like they won't be able to capitalize on that at the moment, because they don't have pricing power, as we saw in 2022. They could not raise prices and still get people to buy their products. A company with a competitive advantage would have been able to pass on the higher prices caused by inflation.</p> <p>Since people who are already vegetarians would probably like Beyond Meat anyway, their target audience is meat eaters, whom they try to convince that their products taste like real meat and are better for the environment. And because food is a matter of taste, some people like it and some people don't. I myself find a Beyond Burger quite okay.</p> <p>Also, the plan to establish Beyond Meat by showing that their meat is used as an ingredient probably helped them achieve the 70% brand awareness, which was quite a nice strategy. After all, you don't normally see the name of the company whose meat/meat alternative is used on a restaurant menu. And that leads to Beyond Meat's greatest asset at the moment, its brand equity.</p> <p>But they were unable to capitalize on this as inventories rose and sales fell, coupled with supply chain problems. So there are two possibilities: either the product is not good enough to convince consumers to buy it a second time, or they only have brand awareness because people have seen the name but never tried their product. And I would say the latter is the cause, because I think the product is fine.</p> <p>The plant-based meat market is also expected to grow from $11 billion in 2022 to $33 billion in 2027. This is a huge opportunity for companies in the sector.</p> <p><figure contenteditable=\"false\"><picture><img contenteditable=\"true\" height=\"167\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/5/1/57953689-16829466672377207.jpg\" width=\"566\"/></picture><figcaption><p>Glassdoor.com</p></figcaption></figure></p> <p>The management ratings on Glassdoor are not very good and indicate that there is room for improvement.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"true\" height=\"140\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/5/1/57953689-1682946862813671.jpg\" width=\"640\"/></span><figcaption><p>Glassdoor.com</p></figcaption></figure></p> <p>Criticisms often include a lack of focus and management, as you can see in the picture above. But we have to remember that people who have a bad experience are more likely to write a review than someone who has a good experience. But the reviews could act as a helpful guide.</p> <p><figure contenteditable=\"false\"><picture><img contenteditable=\"true\" height=\"172\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/5/1/57953689-16829471479806535.jpg\" width=\"580\"/></picture><figcaption><p>Glassdoor</p></figcaption></figure></p> <p>But compared to one of their main competitors, Impossible Foods, they still have the better overall ratings and the criticisms are almost the same. So from this point of view I would not favor Impossible as the better competitor, as is often the case in comparisons. Beyond Meat has better brand awareness and market share and the management seems to be at least on a par. Also, there is not much information available about Impossible as it is a private company.</p> <p>But I think the biggest competitor in this space and probably the best company is Morningstar Farms, which is a division of Kellogg's (K). There were some plans to spin it off in 2022, but earlier this year they decided to keep the company in their portfolio. Part of the reason for this decision was that the multiples for Beyond Meat had come down quite sharply and the environment for a spin-off had changed. However, during this process it became clear that Morningstar was already profitable compared to Beyond Meat.</p> <h2>Future</h2> <p>I think the most likely scenario is that Beyond Meat will be acquired and I think Tyson Foods (TSN) is the most obvious candidate. Through their Tyson Foods venture capital fund, they participated in the recent fundraising, so I think it is highly likely that they will increase their stake in the next likely fundraising rounds. And I think it would be a good move because they can help them with their supply chain issues and there are probably synergies with Raised &amp; Rooted. But whether this will benefit shareholders in the short term is another question, as I do not think it will lead to quick shareholder gains. It is more of a long-term story.</p> <p>The often quoted positive FCF in H2 2023 is, in my opinion, a very challenging target that I do not think they will achieve. Or I think it will be achieved through the massive use of adjustments that companies often make these days. But a positive FCF, if achieved, would have a real impact on the company's prospects. At the moment, I would argue that there is still room for the share price to fall to a range of $5-$7, which is where I would place the company if we take into account the brand equity.</p> <p>However, a positive FCF would justify the current share price and even give it some upside, as the market has plenty of room to grow and Beyond Meat has a brand name that many people recognize. I mean even here on Seeking Alpha it has 80k followers which is quite a lot and shows that a lot of people are interested in this company.</p> <h2>Conclusion</h2> <p>Beyond Meat is far from a value investment, and I would argue that the possibility of achieving fantastic returns over a 10-year period is quite low. And at the moment there is not much of a safety net, and even at this point the share price could fall another 50%. However, there is a small chance that this will be a better company in 5 years' time.</p> <div></div> <p>But buying shares at this time would be more of a gamble than an investment, as there are so many variables that could affect the business in the near future alone, and it is almost impossible to predict a safe path for the future. Also, the financial situation for Beyond Meat is quite dangerous at the moment and the only real value at this point is the brand and what another company would pay for it.</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>Beyond Meat: No Pricing Power, Therefore No Competitive Advantage</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\">\nBeyond Meat: No Pricing Power, Therefore No Competitive Advantage\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-02 06:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4598637-beyond-meat-no-pricing-power-no-competitive-advantage><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Joe Raedle Thesis Negative gross margins and negative sales growth are two things that many authors have written about in the past, but I think not many have gone to the root cause. Despite high brand...</p>\n\n<a href=\"https://seekingalpha.com/article/4598637-beyond-meat-no-pricing-power-no-competitive-advantage\">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/1443368532/image_1443368532.jpg","relate_stocks":{"K":"家乐氏","BK4585":"ETF&股票定投概念","BK4504":"桥水持仓","BK4588":"碎股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4212":"包装食品与肉类","PW":"Power REIT","BK4234":"特殊用途房地产信托","BK4084":"特种房地产投资信托","TSN":"泰森食品","BK4548":"巴美列捷福持仓","BYND":"Beyond Meat, Inc."},"source_url":"https://seekingalpha.com/article/4598637-beyond-meat-no-pricing-power-no-competitive-advantage","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2332988902","content_text":"Joe Raedle Thesis Negative gross margins and negative sales growth are two things that many authors have written about in the past, but I think not many have gone to the root cause. Despite high brand awareness, Beyond Meat (NASDAQ:BYND) is still struggling to achieve positive business metrics. So I would argue that the problems stem from a lack of competitive advantage and mismanagement. I will discuss this in more detail in the next few chapters. Analysis As I mentioned in the thesis chapter, the negative gross margins and the negative revenue growth are terrible and the negative FCF of around $390m is therefore likely to lead to new capital being raised. With only $309.9m in cash and ST investments, new capital will be probably be needed and this could be in the form of new shares being issued or via debt from banks. But will they get a new loan from a bank with such poor financials? Banks are not VC or PE investors, they only care about getting their money back plus their interest, but Beyond Meat could be a company where this could be difficult. So I think bank loans are pretty unlikely and fundraising rounds are more likely. I think the most likely scenario is that a larger competitor will probably acquire Beyond Meat. I mean, they have really good brand awareness with 70% in the US and 39% of people who use meat substitutes use them. But it looks like they won't be able to capitalize on that at the moment, because they don't have pricing power, as we saw in 2022. They could not raise prices and still get people to buy their products. A company with a competitive advantage would have been able to pass on the higher prices caused by inflation. Since people who are already vegetarians would probably like Beyond Meat anyway, their target audience is meat eaters, whom they try to convince that their products taste like real meat and are better for the environment. And because food is a matter of taste, some people like it and some people don't. I myself find a Beyond Burger quite okay. Also, the plan to establish Beyond Meat by showing that their meat is used as an ingredient probably helped them achieve the 70% brand awareness, which was quite a nice strategy. After all, you don't normally see the name of the company whose meat/meat alternative is used on a restaurant menu. And that leads to Beyond Meat's greatest asset at the moment, its brand equity. But they were unable to capitalize on this as inventories rose and sales fell, coupled with supply chain problems. So there are two possibilities: either the product is not good enough to convince consumers to buy it a second time, or they only have brand awareness because people have seen the name but never tried their product. And I would say the latter is the cause, because I think the product is fine. The plant-based meat market is also expected to grow from $11 billion in 2022 to $33 billion in 2027. This is a huge opportunity for companies in the sector. Glassdoor.com The management ratings on Glassdoor are not very good and indicate that there is room for improvement. Glassdoor.com Criticisms often include a lack of focus and management, as you can see in the picture above. But we have to remember that people who have a bad experience are more likely to write a review than someone who has a good experience. But the reviews could act as a helpful guide. Glassdoor But compared to one of their main competitors, Impossible Foods, they still have the better overall ratings and the criticisms are almost the same. So from this point of view I would not favor Impossible as the better competitor, as is often the case in comparisons. Beyond Meat has better brand awareness and market share and the management seems to be at least on a par. Also, there is not much information available about Impossible as it is a private company. But I think the biggest competitor in this space and probably the best company is Morningstar Farms, which is a division of Kellogg's (K). There were some plans to spin it off in 2022, but earlier this year they decided to keep the company in their portfolio. Part of the reason for this decision was that the multiples for Beyond Meat had come down quite sharply and the environment for a spin-off had changed. However, during this process it became clear that Morningstar was already profitable compared to Beyond Meat. Future I think the most likely scenario is that Beyond Meat will be acquired and I think Tyson Foods (TSN) is the most obvious candidate. Through their Tyson Foods venture capital fund, they participated in the recent fundraising, so I think it is highly likely that they will increase their stake in the next likely fundraising rounds. And I think it would be a good move because they can help them with their supply chain issues and there are probably synergies with Raised & Rooted. But whether this will benefit shareholders in the short term is another question, as I do not think it will lead to quick shareholder gains. It is more of a long-term story. The often quoted positive FCF in H2 2023 is, in my opinion, a very challenging target that I do not think they will achieve. Or I think it will be achieved through the massive use of adjustments that companies often make these days. But a positive FCF, if achieved, would have a real impact on the company's prospects. At the moment, I would argue that there is still room for the share price to fall to a range of $5-$7, which is where I would place the company if we take into account the brand equity. However, a positive FCF would justify the current share price and even give it some upside, as the market has plenty of room to grow and Beyond Meat has a brand name that many people recognize. I mean even here on Seeking Alpha it has 80k followers which is quite a lot and shows that a lot of people are interested in this company. Conclusion Beyond Meat is far from a value investment, and I would argue that the possibility of achieving fantastic returns over a 10-year period is quite low. And at the moment there is not much of a safety net, and even at this point the share price could fall another 50%. However, there is a small chance that this will be a better company in 5 years' time.  But buying shares at this time would be more of a gamble than an investment, as there are so many variables that could affect the business in the near future alone, and it is almost impossible to predict a safe path for the future. Also, the financial situation for Beyond Meat is quite dangerous at the moment and the only real value at this point is the brand and what another company would pay for it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659590426,"gmtCreate":1680116043766,"gmtModify":1680116046195,"author":{"id":"3499668592771630","authorId":"3499668592771630","name":"JC6333","avatar":"https://static.tigerbbs.com/695a42743b611580d7e187d260dd409b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"可以卖了","listText":"可以卖了","text":"可以卖了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659590426","repostId":"1113591522","repostType":4,"repost":{"id":"1113591522","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1680097680,"share":"https://www.laohu8.com/m/news/1113591522?lang=&edition=full","pubTime":"2023-03-29 21:48","market":"other","language":"zh","title":"美光科技盘初持续拉升，绩后多家大行上调其目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=1113591522","media":"老虎资讯综合","summary":"3月29日，美光科技盘初持续拉升，现涨超7%，公司称内存市场已触底，库存余额在上一季度已达峰值。3月28日(周二)美股盘后，美光科技公布了2023财年第二季度业绩。多家华尔街大行上调了对该股的目标价，","content":"<html><head></head><body><p>3月29日，<a href=\"https://laohu8.com/S/MU\">美光科技</a>盘初持续拉升，现涨超7%，公司称内存市场已触底，库存余额在上一季度已达峰值。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4489df5fc06de8cac6599761d85b662f\" tg-width=\"560\" tg-height=\"240\"/></p><p>3月28日(周二)美股盘后，<a href=\"https://laohu8.com/S/MU\">美光科技</a>公布了2023财年第二季度业绩。多家华尔街大行上调了对该股的目标价，指出该公司的低迷程度比预期的要深，但同时表示复苏即将到来。</p><p>财报显示，美光科技Q2营收同比下降约53%，至36.9亿美元，低于分析师预期的37.3亿美元。净亏损为23亿美元，上年同期净利润22.6亿美元。摊薄后每股亏损2.12美元，上年同期每股收益2.00美元;调整后每股亏损1.91美元，高于分析师预期的1.65美元，上年同期每股收益2.14美元。值得一提的是，美光科技在Q2减记了14.3亿美元的库存，这对摊薄后的每股收益造成了1.34美元的负面影响。</p><p>此外，该公司预计第三季度营收为37亿美元，上下浮动2亿美元，与分析师的平均预期相符;预计Non-GAAP摊薄后每股亏损1.58美元，上下浮动0.07美元，市场预期为每股亏损0.90美元。</p><p>以下是各行对美光科技的观点：</p><p><strong><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师Harlan Sur将美光科技目标价由65美元上调至75美元，并重申对该股“增持”评级。</strong>分析师称，该公司在应对过剩库存方面取得了良好进展，但仍有更多工作要做。分析师表示：“随着该公司努力度过最严重的内存市场低迷期之一，隧道尽头的一丝曙光开始出现。广泛终端市场的库存水平持续改善，预计下半年需求将出现增长。”分析师还补充称，随着时间推移，该股股价可能继续朝着“积极的方向”移动。在该公司大幅削减供应、减记库存和需求环境改善后，投资者对其下半年的营收和价格复苏有所预期。</p><p><strong><a href=\"https://laohu8.com/S/BAC\">美国银行</a>分析师Vivek Arya将美光科技目标价由58美元上调至68美元，并维持对该股“中性”评级。</strong>分析师表示，尽管“没有快速解决方案”，但看起来内存市场的疲软正在开始消退。分析师指出，随着该公司在个人电脑/智能手机方面的库存改善，新的数据中心/人工智能周期将有助于推动内存需求，第二财季应该标志着这个周期的底部。分析师还认为，虽然DRAM和NAND的短期环境“充满挑战”，但该公司可能会受益于企业回流和美国《芯片法案》，因其是唯一一家总部位于美国的领先内存生产商。</p><p><strong>巴克莱分析师Tom O&#39;Malley予美光科技“增持”评级，目标价为70美元。</strong>分析师指出，几个终端市场的持续疲软推迟了美光科技的复苏，导致该公司的账面价值下降，但该公司“定位良好”，尤其是在数据中心业务改善的情况下。分析师称：“我们认为，该股仍然表现良好，而且符合人工智能的主题，这是下一个财年里数据中心业务的真正推动力。”</p><p><strong>Baird分析师Tristan Gerra将美光科技目标价由45美元上调至60美元，并维持对该股“中性”评级。</strong>分析师表示，从毛利率和库存减记规模等各种指标来看，该公司第二财季正处于低谷，而由于该公司采取了积极行动，降低了资本支出和利用率，并进一步削减运营支出，其出货量恢复增长。分析师还指出，美光科技目前的股价较有形账面价值有40%的溢价，而经济衰退的可能性正在上升。</p><p><strong>Susquehanna分析师Mehdi Hosseini将美光科技目标价由65美元上调至90美元，并维持对该股的正面评级。</strong>分析师认为，该公司可能会在第三财季呈现出最坏的经营亏损情况，鉴于更新的目标价，该股近期至中期的风险/回报状况是有吸引力的。</p><p><strong>Cowen分析师Krish Sankar将美光科技目标价由66美元上调至70美元，并维持对该股的“跑赢大盘”评级。</strong>分析师表示，该公司Q2业绩基本符合其预期，进一步减产对内存行业有利，且该公司似乎在裁员方面处于领先地位。</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>美光科技盘初持续拉升，绩后多家大行上调其目标价</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美光科技盘初持续拉升，绩后多家大行上调其目标价\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 21:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月29日，<a href=\"https://laohu8.com/S/MU\">美光科技</a>盘初持续拉升，现涨超7%，公司称内存市场已触底，库存余额在上一季度已达峰值。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4489df5fc06de8cac6599761d85b662f\" tg-width=\"560\" tg-height=\"240\"/></p><p>3月28日(周二)美股盘后，<a href=\"https://laohu8.com/S/MU\">美光科技</a>公布了2023财年第二季度业绩。多家华尔街大行上调了对该股的目标价，指出该公司的低迷程度比预期的要深，但同时表示复苏即将到来。</p><p>财报显示，美光科技Q2营收同比下降约53%，至36.9亿美元，低于分析师预期的37.3亿美元。净亏损为23亿美元，上年同期净利润22.6亿美元。摊薄后每股亏损2.12美元，上年同期每股收益2.00美元;调整后每股亏损1.91美元，高于分析师预期的1.65美元，上年同期每股收益2.14美元。值得一提的是，美光科技在Q2减记了14.3亿美元的库存，这对摊薄后的每股收益造成了1.34美元的负面影响。</p><p>此外，该公司预计第三季度营收为37亿美元，上下浮动2亿美元，与分析师的平均预期相符;预计Non-GAAP摊薄后每股亏损1.58美元，上下浮动0.07美元，市场预期为每股亏损0.90美元。</p><p>以下是各行对美光科技的观点：</p><p><strong><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师Harlan Sur将美光科技目标价由65美元上调至75美元，并重申对该股“增持”评级。</strong>分析师称，该公司在应对过剩库存方面取得了良好进展，但仍有更多工作要做。分析师表示：“随着该公司努力度过最严重的内存市场低迷期之一，隧道尽头的一丝曙光开始出现。广泛终端市场的库存水平持续改善，预计下半年需求将出现增长。”分析师还补充称，随着时间推移，该股股价可能继续朝着“积极的方向”移动。在该公司大幅削减供应、减记库存和需求环境改善后，投资者对其下半年的营收和价格复苏有所预期。</p><p><strong><a href=\"https://laohu8.com/S/BAC\">美国银行</a>分析师Vivek Arya将美光科技目标价由58美元上调至68美元，并维持对该股“中性”评级。</strong>分析师表示，尽管“没有快速解决方案”，但看起来内存市场的疲软正在开始消退。分析师指出，随着该公司在个人电脑/智能手机方面的库存改善，新的数据中心/人工智能周期将有助于推动内存需求，第二财季应该标志着这个周期的底部。分析师还认为，虽然DRAM和NAND的短期环境“充满挑战”，但该公司可能会受益于企业回流和美国《芯片法案》，因其是唯一一家总部位于美国的领先内存生产商。</p><p><strong>巴克莱分析师Tom O&#39;Malley予美光科技“增持”评级，目标价为70美元。</strong>分析师指出，几个终端市场的持续疲软推迟了美光科技的复苏，导致该公司的账面价值下降，但该公司“定位良好”，尤其是在数据中心业务改善的情况下。分析师称：“我们认为，该股仍然表现良好，而且符合人工智能的主题，这是下一个财年里数据中心业务的真正推动力。”</p><p><strong>Baird分析师Tristan Gerra将美光科技目标价由45美元上调至60美元，并维持对该股“中性”评级。</strong>分析师表示，从毛利率和库存减记规模等各种指标来看，该公司第二财季正处于低谷，而由于该公司采取了积极行动，降低了资本支出和利用率，并进一步削减运营支出，其出货量恢复增长。分析师还指出，美光科技目前的股价较有形账面价值有40%的溢价，而经济衰退的可能性正在上升。</p><p><strong>Susquehanna分析师Mehdi Hosseini将美光科技目标价由65美元上调至90美元，并维持对该股的正面评级。</strong>分析师认为，该公司可能会在第三财季呈现出最坏的经营亏损情况，鉴于更新的目标价，该股近期至中期的风险/回报状况是有吸引力的。</p><p><strong>Cowen分析师Krish Sankar将美光科技目标价由66美元上调至70美元，并维持对该股的“跑赢大盘”评级。</strong>分析师表示，该公司Q2业绩基本符合其预期，进一步减产对内存行业有利，且该公司似乎在裁员方面处于领先地位。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"BK4527":"明星科技股","BK4585":"ETF&股票定投概念","BK4579":"人工智能","BK4141":"半导体产品","BK4588":"碎股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4512":"苹果概念","BK4554":"元宇宙及AR概念","BK4566":"资本集团","BK4575":"芯片概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","MU":"美光科技","LU2286300806.USD":"Allianz Cyber Security AT Acc USD"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113591522","content_text":"3月29日，美光科技盘初持续拉升，现涨超7%，公司称内存市场已触底，库存余额在上一季度已达峰值。3月28日(周二)美股盘后，美光科技公布了2023财年第二季度业绩。多家华尔街大行上调了对该股的目标价，指出该公司的低迷程度比预期的要深，但同时表示复苏即将到来。财报显示，美光科技Q2营收同比下降约53%，至36.9亿美元，低于分析师预期的37.3亿美元。净亏损为23亿美元，上年同期净利润22.6亿美元。摊薄后每股亏损2.12美元，上年同期每股收益2.00美元;调整后每股亏损1.91美元，高于分析师预期的1.65美元，上年同期每股收益2.14美元。值得一提的是，美光科技在Q2减记了14.3亿美元的库存，这对摊薄后的每股收益造成了1.34美元的负面影响。此外，该公司预计第三季度营收为37亿美元，上下浮动2亿美元，与分析师的平均预期相符;预计Non-GAAP摊薄后每股亏损1.58美元，上下浮动0.07美元，市场预期为每股亏损0.90美元。以下是各行对美光科技的观点：摩根大通分析师Harlan Sur将美光科技目标价由65美元上调至75美元，并重申对该股“增持”评级。分析师称，该公司在应对过剩库存方面取得了良好进展，但仍有更多工作要做。分析师表示：“随着该公司努力度过最严重的内存市场低迷期之一，隧道尽头的一丝曙光开始出现。广泛终端市场的库存水平持续改善，预计下半年需求将出现增长。”分析师还补充称，随着时间推移，该股股价可能继续朝着“积极的方向”移动。在该公司大幅削减供应、减记库存和需求环境改善后，投资者对其下半年的营收和价格复苏有所预期。美国银行分析师Vivek Arya将美光科技目标价由58美元上调至68美元，并维持对该股“中性”评级。分析师表示，尽管“没有快速解决方案”，但看起来内存市场的疲软正在开始消退。分析师指出，随着该公司在个人电脑/智能手机方面的库存改善，新的数据中心/人工智能周期将有助于推动内存需求，第二财季应该标志着这个周期的底部。分析师还认为，虽然DRAM和NAND的短期环境“充满挑战”，但该公司可能会受益于企业回流和美国《芯片法案》，因其是唯一一家总部位于美国的领先内存生产商。巴克莱分析师Tom O'Malley予美光科技“增持”评级，目标价为70美元。分析师指出，几个终端市场的持续疲软推迟了美光科技的复苏，导致该公司的账面价值下降，但该公司“定位良好”，尤其是在数据中心业务改善的情况下。分析师称：“我们认为，该股仍然表现良好，而且符合人工智能的主题，这是下一个财年里数据中心业务的真正推动力。”Baird分析师Tristan Gerra将美光科技目标价由45美元上调至60美元，并维持对该股“中性”评级。分析师表示，从毛利率和库存减记规模等各种指标来看，该公司第二财季正处于低谷，而由于该公司采取了积极行动，降低了资本支出和利用率，并进一步削减运营支出，其出货量恢复增长。分析师还指出，美光科技目前的股价较有形账面价值有40%的溢价，而经济衰退的可能性正在上升。Susquehanna分析师Mehdi Hosseini将美光科技目标价由65美元上调至90美元，并维持对该股的正面评级。分析师认为，该公司可能会在第三财季呈现出最坏的经营亏损情况，鉴于更新的目标价，该股近期至中期的风险/回报状况是有吸引力的。Cowen分析师Krish Sankar将美光科技目标价由66美元上调至70美元，并维持对该股的“跑赢大盘”评级。分析师表示，该公司Q2业绩基本符合其预期，进一步减产对内存行业有利，且该公司似乎在裁员方面处于领先地位。","news_type":1},"isVote":1,"tweetType":1,"viewCount":662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650764352,"gmtCreate":1679513536276,"gmtModify":1679513537872,"author":{"id":"3499668592771630","authorId":"3499668592771630","name":"JC6333","avatar":"https://static.tigerbbs.com/695a42743b611580d7e187d260dd409b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"垄断的行业都能亏，国企什么时候要再改革","listText":"垄断的行业都能亏，国企什么时候要再改革","text":"垄断的行业都能亏，国企什么时候要再改革","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650764352","repostId":"2321950755","repostType":2,"repost":{"id":"2321950755","pubTimestamp":1679486322,"share":"https://www.laohu8.com/m/news/2321950755?lang=&edition=full","pubTime":"2023-03-22 19:58","market":"sh","language":"zh","title":"上海石化：2022年转亏至28.72亿元，累计加工原油下降24.11%","url":"https://stock-news.laohu8.com/highlight/detail?id=2321950755","media":"界面","summary":"上海石化3月22日公告，2022年，公司实现营业收入825.18亿元，同比下滑7.57%；净亏28.72亿元，同比由盈转亏。截至2022年12月31日止，集团累计加工原油1044.53万吨（其中来料加工37.83万吨），同比下降24.11%，主要受市场需求不旺及公司装置事故影响。2022全年原油加工成本为4,682.50元/吨，比上年同期增加1,450.21元/吨，上升44.87%。全年原油加工总成本比上年同期增加39.56亿元，上升9.16%，占总销售成本的61.81%。","content":"<div>\n<p>上海石化3月22日公告，2022年，公司实现营业收入825.18亿元，同比下滑7.57%；净亏28.72亿元，同比由盈转亏。截至2022年12月31日止，集团累计加工原油1044.53万吨（其中来料加工37.83万吨），同比下降24.11%，主要受市场需求不旺及公司装置事故影响。2022全年原油加工成本为4,682.50元/吨，比上年同期增加1,450.21元/吨，上升44.87%。全年原油加工...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023032219584282bd18e7&s=b\">Web Link</a>\n\n</div>\n","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>上海石化：2022年转亏至28.72亿元，累计加工原油下降24.11%</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; 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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上海石化：2022年转亏至28.72亿元，累计加工原油下降24.11%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-22 19:58 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023032219584282bd18e7&s=b><strong>界面</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>上海石化3月22日公告，2022年，公司实现营业收入825.18亿元，同比下滑7.57%；净亏28.72亿元，同比由盈转亏。截至2022年12月31日止，集团累计加工原油1044.53万吨（其中来料加工37.83万吨），同比下降24.11%，主要受市场需求不旺及公司装置事故影响。2022全年原油加工成本为4,682.50元/吨，比上年同期增加1,450.21元/吨，上升44.87%。全年原油加工...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023032219584282bd18e7&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"600688":"上海石化","BK0188":"融资融券","BK0025":"油气改革","BK0006":"大央企重组","BK0012":"证金概念","BK0187":"一线龙头","BK0275":"燃料加工","BK0196":"行业龙头","BK0010":"央企","BK0028":"国家队","BK0183":"MSCI概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023032219584282bd18e7&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2321950755","content_text":"上海石化3月22日公告，2022年，公司实现营业收入825.18亿元，同比下滑7.57%；净亏28.72亿元，同比由盈转亏。截至2022年12月31日止，集团累计加工原油1044.53万吨（其中来料加工37.83万吨），同比下降24.11%，主要受市场需求不旺及公司装置事故影响。2022全年原油加工成本为4,682.50元/吨，比上年同期增加1,450.21元/吨，上升44.87%。全年原油加工总成本比上年同期增加39.56亿元，上升9.16%，占总销售成本的61.81%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627190470,"gmtCreate":1678094108090,"gmtModify":1678094109693,"author":{"id":"3499668592771630","authorId":"3499668592771630","name":"JC6333","avatar":"https://static.tigerbbs.com/695a42743b611580d7e187d260dd409b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"model s 和 et7 选哪个？","listText":"model s 和 et7 选哪个？","text":"model s 和 et7 选哪个？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627190470","repostId":"1138821953","repostType":4,"repost":{"id":"1138821953","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1678072412,"share":"https://www.laohu8.com/m/news/1138821953?lang=&edition=full","pubTime":"2023-03-06 11:13","market":"us","language":"zh","title":"特斯拉下调Model S/X在美起售价","url":"https://stock-news.laohu8.com/highlight/detail?id=1138821953","media":"老虎资讯综合","summary":"3月6日，特斯拉下调Model S/X在美起售价，Model S现价89,990美元(原价94,990美元)，Model S Plaid现价109,990美元(原价114,990美元)；Model X","content":"<html><head></head><body><p>3月6日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>下调Model S/X在美起售价，Model S现价89,990美元(原价94,990美元)，Model S Plaid现价109,990美元(原价114,990美元)；Model X现价99,990美元(原价109,990美元)，Model X Plaid现价109,990美元(原价119,990美元)。</p><p><img src=\"https://static.tigerbbs.com/55ede31939bb04be80cf353a717cab4a\" tg-width=\"632\" tg-height=\"290\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></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>特斯拉下调Model S/X在美起售价</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉下调Model S/X在美起售价\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\">2023-03-06 11:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月6日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>下调Model S/X在美起售价，Model S现价89,990美元(原价94,990美元)，Model S Plaid现价109,990美元(原价114,990美元)；Model X现价99,990美元(原价109,990美元)，Model X Plaid现价109,990美元(原价119,990美元)。</p><p><img src=\"https://static.tigerbbs.com/55ede31939bb04be80cf353a717cab4a\" tg-width=\"632\" tg-height=\"290\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e0d9f23e003547a93295253f05b6a55","relate_stocks":{"LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4527":"明星科技股","BK4588":"碎股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY 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Plaid现价109,990美元(原价119,990美元)。","news_type":1},"isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627949768,"gmtCreate":1677878231254,"gmtModify":1677878232823,"author":{"id":"3499668592771630","authorId":"3499668592771630","name":"JC6333","avatar":"https://static.tigerbbs.com/695a42743b611580d7e187d260dd409b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"坚定理想，蔚来可期[开心]&nbsp;","listText":"坚定理想，蔚来可期[开心]&nbsp;","text":"坚定理想，蔚来可期[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627949768","isVote":1,"tweetType":1,"viewCount":885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624763898,"gmtCreate":1677722295114,"gmtModify":1677722296491,"author":{"id":"3499668592771630","authorId":"3499668592771630","name":"JC6333","avatar":"https://static.tigerbbs.com/695a42743b611580d7e187d260dd409b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>蔚来经营并不低碳，和特斯拉比可以算落后产能了","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>蔚来经营并不低碳，和特斯拉比可以算落后产能了","text":"$蔚来(NIO)$ 蔚来经营并不低碳，和特斯拉比可以算落后产能了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624763898","isVote":1,"tweetType":1,"viewCount":665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624799735,"gmtCreate":1677678841327,"gmtModify":1677678843441,"author":{"id":"3499668592771630","authorId":"3499668592771630","name":"JC6333","avatar":"https://static.tigerbbs.com/695a42743b611580d7e187d260dd409b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"烧这么多钱还是L2","listText":"烧这么多钱还是L2","text":"烧这么多钱还是L2","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624799735","repostId":"2316614161","repostType":2,"repost":{"id":"2316614161","pubTimestamp":1677675660,"share":"https://www.laohu8.com/m/news/2316614161?lang=&edition=full","pubTime":"2023-03-01 21:01","market":"hk","language":"zh","title":"蔚来：研发费用保持在每个季度30-35亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2316614161","media":"第一财经","summary":"据蔚来财报电话会，蔚来方面表示，研发费用保持在每个季度30-35亿元；SG&A随着NT2产品在Q2逐步上市，有望提高营收，因此SG&A占营收比重会有所下降。另外，SG&A包含欧洲市场的投入，目前处于早期阶段，投入较大。","content":"<div>\n<p>据蔚来财报电话会，蔚来方面表示，研发费用保持在每个季度30-35亿元；SG&A随着NT2产品在Q2逐步上市，有望提高营收，因此SG&A占营收比重会有所下降。另外，SG&A包含欧洲市场的投入，目前处于早期阶段，投入较大。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202303012101478351df6a&s=b\">Web Link</a>\n\n</div>\n","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>蔚来：研发费用保持在每个季度30-35亿元</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n蔚来：研发费用保持在每个季度30-35亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-01 21:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202303012101478351df6a&s=b><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据蔚来财报电话会，蔚来方面表示，研发费用保持在每个季度30-35亿元；SG&A随着NT2产品在Q2逐步上市，有望提高营收，因此SG&A占营收比重会有所下降。另外，SG&A包含欧洲市场的投入，目前处于早期阶段，投入较大。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202303012101478351df6a&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1588":"回港中概股","BK1119":"汽车制造商","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202303012101478351df6a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2316614161","content_text":"据蔚来财报电话会，蔚来方面表示，研发费用保持在每个季度30-35亿元；SG&A随着NT2产品在Q2逐步上市，有望提高营收，因此SG&A占营收比重会有所下降。另外，SG&A包含欧洲市场的投入，目前处于早期阶段，投入较大。","news_type":1},"isVote":1,"tweetType":1,"viewCount":978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624405258,"gmtCreate":1677611587375,"gmtModify":1677611588355,"author":{"id":"3499668592771630","authorId":"3499668592771630","name":"JC6333","avatar":"https://static.tigerbbs.com/695a42743b611580d7e187d260dd409b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a 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15:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>网传央行召集商业银行及多家房地产公司开会，内容涉及房地产并购等问题，参会的主要有<a href=\"https://laohu8.com/S/00813\">世茂集团</a>、<a href=\"https://laohu8.com/S/02772\">中梁控股</a>、恒大集团、佳兆业等12家房企。</p><p>接近中梁人士证实，消息属实，确实开会了。会议主要谈的是不良资产处置问题。</p><p><a href=\"https://laohu8.com/S/000671\">阳光城</a>一位人士告诉记者，的确有会议。根据网络流出的会议内容，对12家房企“四证不全”项目、涉及并购贷款置换土地出让金项目等合规性要求有所放松；存量逾期补充增信后可以进行展期；要求开发贷全力支持房企，但是资金务必封闭管理；此外，需要保证按揭的发放。 （中证报）</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c3c5822c22b6cfd1d0ae2625b7bc085e","relate_stocks":{"09668":"渤海银行","09979":"绿城管理控股","00813":"世茂集团","02772":"中梁控股","BK1240":"房地产开发","BK1148":"建筑与工程","BK1555":"内房股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175248844","content_text":"网传央行召集商业银行及多家房地产公司开会，内容涉及房地产并购等问题，参会的主要有世茂集团、中梁控股、恒大集团、佳兆业等12家房企。接近中梁人士证实，消息属实，确实开会了。会议主要谈的是不良资产处置问题。阳光城一位人士告诉记者，的确有会议。根据网络流出的会议内容，对12家房企“四证不全”项目、涉及并购贷款置换土地出让金项目等合规性要求有所放松；存量逾期补充增信后可以进行展期；要求开发贷全力支持房企，但是资金务必封闭管理；此外，需要保证按揭的发放。 （中证报）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":834212258,"gmtCreate":1629806109574,"gmtModify":1629806109574,"author":{"id":"3499668592771630","authorId":"3499668592771630","name":"JC6333","avatar":"https://static.tigerbbs.com/695a42743b611580d7e187d260dd409b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"回购数额不大吗","listText":"回购数额不大吗","text":"回购数额不大吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834212258","repostId":"2161308364","repostType":2,"repost":{"id":"2161308364","pubTimestamp":1629804480,"share":"https://www.laohu8.com/m/news/2161308364?lang=&edition=full","pubTime":"2021-08-24 19:28","market":"us","language":"zh","title":"腾讯今日回购2.26万股股票 为连续第四个交易日进行回购","url":"https://stock-news.laohu8.com/highlight/detail?id=2161308364","media":"界面新闻","summary":"腾讯今日回购2.26万股股票，回购价格每股450.6-451.6港元，为连续第四个交易日进行回购。","content":"<div>\n<p>腾讯今日回购2.26万股股票，回购价格每股450.6-451.6港元，为连续第四个交易日进行回购。 （文章来源：界面新闻）</p>\n\n<a href=\"http://hk.eastmoney.com/a/202108242062362527.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\" />\n<title>腾讯今日回购2.26万股股票 为连续第四个交易日进行回购</title>\n<style 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