背包还是那个背包的个人主页 - 老虎社区

背包还是那个背包

背包还是那个背包

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IP属地：北京

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0勋章

背包还是那个背包

2020-11-25

$美国航空(AAL)$涨的好好的怎么又下跌📉了[捂脸]

背包还是那个背包

2020-12-18

$VESYNC(02148)$加仓啦

背包还是那个背包

2020-10-23

$名创优品(MNSO)$还有没有山顶的朋友早点下来今晚有机构朝上拉早点跑路吧

背包还是那个背包

2020-10-16

$名创优品(MNSO)$山上的朋友可以下来了

背包还是那个背包

2020-10-27

来打新的干嘛又买入[捂脸]

背包还是那个背包

2021-02-26

$诺基亚(NOK)$看着这情况哪个我都想抄底[财迷]

背包还是那个背包

2021-01-27

$AMC院线(AMC)$真好[笑哭]

背包还是那个背包

2020-12-23

$VESYNC(02148)$今天的表演到此结束了，明天依旧按照这个剧本来，宝贝[得意]

背包还是那个背包

2022-11-02

谁能告诉我这个有什么用

劳动力市场热度难降！美国10月ADP就业人数增长23.9万人，远超预期

背包还是那个背包

2020-11-27

$特斯拉(TSLA)$啥也不说[捂脸]

背包还是那个背包

2020-11-10

$美国航空(AAL)$今天不会到12吧[流泪]

背包还是那个背包

2021-01-27

$AMC院线(AMC)$下一个目标会不会是[鼓掌] $公寓投管(AIV)$

背包还是那个背包

2020-11-25

贾跃亭的ff起码10万亿美元市值一起窒息

如果贾跃亭的FF上市，市值会超过4000亿的蔚来吗？

背包还是那个背包

2020-08-27

$美国航空(AAL)$特靠谱会不会接着拿钱养着航空？

背包还是那个背包

2021-02-03

$陆金所(LU)$五日趋势看起来今天要下去[笑哭]

背包还是那个背包

2021-01-29

$诺基亚(NOK)$今天晚上是在做韭菜盒子吗？[捂脸]

背包还是那个背包

2020-08-14

$贝壳(BEKE)$怎么感觉要破发[流泪]

背包还是那个背包

2020-10-30

$陆金所(LU)$打什么新九折来拿[喷血]

背包还是那个背包

2020-10-17

$名创优品(MNSO)$今天的会议到此结束洗洗睡吧

背包还是那个背包

2020-10-16

$名创优品(MNSO)$都快点跑吧别耽误巴菲特入场又是一个十倍潜力股[财迷]

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"followedFlag":false,"authorIdStr":"3499988400537915","idStr":"3499988400537915"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353564289470752","repostId":"353407140315320","repostType":1,"repost":{"id":353407140315320,"gmtCreate":1727317816112,"gmtModify":1727317818052,"author":{"id":"3487598394018785","authorId":"3487598394018785","name":"AXe","avatar":"https://static.tigerbbs.com/0f6c899634308ca69c5da73be5740dbe","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3487598394018785","idStr":"3487598394018785"},"themes":[],"htmlText":"看好新东方，死磕新东方。","listText":"看好新东方，死磕新东方。","text":"看好新东方，死磕新东方。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353407140315320","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":233603785285720,"gmtCreate":1698042190654,"gmtModify":1698042851290,"author":{"id":"3499988400537915","authorId":"3499988400537915","name":"背包还是那个背包","avatar":"https://static.tigerbbs.com/379dc0642d9e83d425019c2125b62355","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499988400537915","idStr":"3499988400537915"},"themes":[],"htmlText":"有病吧 &nbsp;这是要拯救日本房奴于水火？","listText":"有病吧 &nbsp;这是要拯救日本房奴于水火？","text":"有病吧 这是要拯救日本房奴于水火？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/233603785285720","repostId":"1183207129","repostType":2,"repost":{"id":"1183207129","kind":"news","pubTimestamp":1698030348,"share":"https://www.laohu8.com/m/news/1183207129?lang=&edition=full","pubTime":"2023-10-23 11:05","market":"other","language":"zh","title":"中国人在日本“买房如喝水”","url":"https://stock-news.laohu8.com/highlight/detail?id=1183207129","media":"华尔街见闻","summary":"随着国内地产市场降温，大批中国人开始前往日本。","content":"<html><head></head><body><p>中国富裕阶层的资产配置已经日趋多元化，如今最时兴的策略是——去日本买房。</p><p style=\"text-align: justify;\">据媒体报道，随着国内地产市场降温，大批中国人开始前往日本，尤其是北海道二世谷和大阪道顿堀等地购买房产。</p><h2 id=\"id_625814958\" style=\"text-align: start;\">买房如喝水</h2><p style=\"text-align: justify;\">对于寻求稳定投资渠道的富裕阶层而言，日元贬值放大了日本的吸引力，为中国投资者提供了高性价比的投资机会。</p><p style=\"text-align: justify;\">一位大阪房地产经纪人对媒体表示：</p><blockquote><p style=\"text-align: justify;\"><strong>“中国人在日本买房就像买廉价汽车或其他东西一样随意。”</strong></p></blockquote><p style=\"text-align: justify;\">除了北海道，中国资金也在流入关西地区（包括大阪和京都）的房产。</p><p style=\"text-align: justify;\">据报道，中国买家尤其热衷于购买那些不受本地人欢迎的低端房产。</p><p style=\"text-align: justify;\">例如，据一位中介向媒体介绍，大阪市中心的某个评价不太好的住宅区，虽然交通便利，但交易价格却相对便宜。</p><p style=\"text-align: justify;\">虽然日本投资者可能不愿意购买该地区的房产，但该中介称，中国买家的态度则可能非常爽快。</p><p style=\"text-align: justify;\">目前，该社区有许多起价约为2000万日元（约合98万人民币）的小户型住宅和公寓在出售，而且都被中国买家抢购一空。</p><h2 id=\"id_2272105644\" style=\"text-align: start;\">不止中国 外国投资者纷纷重返日本楼市</h2><p style=\"text-align: justify;\">在中国之外，疲软的日元和日本今年令人瞩目的经济复苏，让许多外国投资者纷纷重返日本房地产市场。</p><p style=\"text-align: justify;\">房地产咨询公司Knight Frank 9月发布的报告称，随着电子商务和第三方物流业的迅速发展以及日本旅游业的回升，物流资产和酒店房地产领域呈现出显著的增长趋势，再加上廉价日元带来的低融资成本优势，令日本楼市成为理想的投资目的地。</p><p style=\"text-align: justify;\">报告还指出，<strong>在截至2023年的十年间，日本商业房地产市场已获得约162亿美元的投资，其中12%来自今年上半年，凸显了投资者兴趣明显激增。</strong></p><p style=\"text-align: justify;\">今年1月至9月，新加坡对日房地产投资近30亿美元，居于首位，其次是美国的约25亿美元和加拿大的约10亿美元。中国香港地区排在第五位，投资额约7.5亿美元。</p><p style=\"text-align: justify;\">此前，新加坡政府投资公司（GIC）便以逾8亿美元的高价收购了黑石集团在日本的六处物流资产，成为今年的最大笔交易之一。</p><p style=\"text-align: justify;\">新加坡政府投资公司首席投资官Jeffrey Jaensubhakij对媒体称，日本是一个“非常便宜”的市场，可以实现价值，而且还有很长的路要走。国际投资者也被其低廉的借贷成本所吸引，并因疫情后的旅游业繁荣而将更多资金投入酒店。</p><p style=\"text-align: justify;\">&#34;房地产服务机构仲量联行日本市场研究主管Takeshi Akagi对媒体表示：</p><blockquote><p style=\"text-align: justify;\">“纵观今年迄今为止的日本房地产投资市场，很明显它比其他国家的房地产投资市场要活跃得多。”</p></blockquote><p style=\"text-align: justify;\">Akagi称，今年上半年的数据显示，全球地产交易量下降了 54%，因为许多经济体都在努力应对通胀和利率上调等挑战。而同期日本的交易量增长了 52%。</p></body></html>","source":"live_wallstreetcn","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\" 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.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中国人在日本“买房如喝水”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-23 11:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3700213><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中国富裕阶层的资产配置已经日趋多元化，如今最时兴的策略是——去日本买房。据媒体报道，随着国内地产市场降温，大批中国人开始前往日本，尤其是北海道二世谷和大阪道顿堀等地购买房产。买房如喝水对于寻求稳定投资渠道的富裕阶层而言，日元贬值放大了日本的吸引力，为中国投资者提供了高性价比的投资机会。一位大阪房地产经纪人对媒体表示：“中国人在日本买房就像买廉价汽车或其他东西一样随意。”除了北海道，中国资金也在流入...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3700213\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a8c69a5d74128ed2383aad8a3ba2269b","relate_stocks":{"EWJ":"日本ETF-iShares MSCI"},"source_url":"https://wallstreetcn.com/articles/3700213","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1183207129","content_text":"中国富裕阶层的资产配置已经日趋多元化，如今最时兴的策略是——去日本买房。据媒体报道，随着国内地产市场降温，大批中国人开始前往日本，尤其是北海道二世谷和大阪道顿堀等地购买房产。买房如喝水对于寻求稳定投资渠道的富裕阶层而言，日元贬值放大了日本的吸引力，为中国投资者提供了高性价比的投资机会。一位大阪房地产经纪人对媒体表示：“中国人在日本买房就像买廉价汽车或其他东西一样随意。”除了北海道，中国资金也在流入关西地区（包括大阪和京都）的房产。据报道，中国买家尤其热衷于购买那些不受本地人欢迎的低端房产。例如，据一位中介向媒体介绍，大阪市中心的某个评价不太好的住宅区，虽然交通便利，但交易价格却相对便宜。虽然日本投资者可能不愿意购买该地区的房产，但该中介称，中国买家的态度则可能非常爽快。目前，该社区有许多起价约为2000万日元（约合98万人民币）的小户型住宅和公寓在出售，而且都被中国买家抢购一空。不止中国 外国投资者纷纷重返日本楼市在中国之外，疲软的日元和日本今年令人瞩目的经济复苏，让许多外国投资者纷纷重返日本房地产市场。房地产咨询公司Knight Frank 9月发布的报告称，随着电子商务和第三方物流业的迅速发展以及日本旅游业的回升，物流资产和酒店房地产领域呈现出显著的增长趋势，再加上廉价日元带来的低融资成本优势，令日本楼市成为理想的投资目的地。报告还指出，在截至2023年的十年间，日本商业房地产市场已获得约162亿美元的投资，其中12%来自今年上半年，凸显了投资者兴趣明显激增。今年1月至9月，新加坡对日房地产投资近30亿美元，居于首位，其次是美国的约25亿美元和加拿大的约10亿美元。中国香港地区排在第五位，投资额约7.5亿美元。此前，新加坡政府投资公司（GIC）便以逾8亿美元的高价收购了黑石集团在日本的六处物流资产，成为今年的最大笔交易之一。新加坡政府投资公司首席投资官Jeffrey Jaensubhakij对媒体称，日本是一个“非常便宜”的市场，可以实现价值，而且还有很长的路要走。国际投资者也被其低廉的借贷成本所吸引，并因疫情后的旅游业繁荣而将更多资金投入酒店。\"房地产服务机构仲量联行日本市场研究主管Takeshi Akagi对媒体表示：“纵观今年迄今为止的日本房地产投资市场，很明显它比其他国家的房地产投资市场要活跃得多。”Akagi称，今年上半年的数据显示，全球地产交易量下降了 54%，因为许多经济体都在努力应对通胀和利率上调等挑战。而同期日本的交易量增长了 52%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665558196,"gmtCreate":1667391457415,"gmtModify":1667391460179,"author":{"id":"3499988400537915","authorId":"3499988400537915","name":"背包还是那个背包","avatar":"https://static.tigerbbs.com/379dc0642d9e83d425019c2125b62355","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499988400537915","idStr":"3499988400537915"},"themes":[],"htmlText":"谁能告诉我 这个有什么用","listText":"谁能告诉我 这个有什么用","text":"谁能告诉我 这个有什么用","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/665558196","repostId":"1168653353","repostType":2,"repost":{"id":"1168653353","kind":"news","pubTimestamp":1667391346,"share":"https://www.laohu8.com/m/news/1168653353?lang=&edition=full","pubTime":"2022-11-02 20:15","market":"other","language":"zh","title":"劳动力市场热度难降！美国10月ADP就业人数增长23.9万人，远超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1168653353","media":"华尔街见闻 ","summary":"美联储驱动的需求破坏早期迹象显现，但只影响到劳动力市场的某些行业。就业情况很强劲，但部分行业已经开始降温，就业人数增长主要是由休闲、酒店服务业驱动，商品生产部门岗位连续第三个月下滑。11月2日周三，美","content":"<html><head></head><body><blockquote><b>美联储驱动的需求破坏早期迹象显现，但只影响到劳动力市场的某些行业。</b></blockquote><p>就业情况很强劲，但部分行业已经开始降温，就业人数增长主要是由休闲、酒店服务业驱动，商品生产部门岗位连续第三个月下滑。</p><p>11月2日周三，美国ADP研究院公布的报告显示，<b>美国10月ADP就业人数增加23.9万人，超出预期的18.5万人以及前值20.8万人（修正后19.2万人）</b>。</p><p><img src=\"https://static.tigerbbs.com/eb3ee6a4fdc1d17014c6f6cc5c9f183d\" tg-width=\"640\" tg-height=\"383\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>同时，报告显示，<b>10月工人年薪同比增长了7.7%，较上月薪资增速7.8%小幅回落。</b></p><p>另外，换工作后，雇员的年薪增长了15.2%，上月为15.7%。自2021年夏季以来一直保持两位数同比增长的换工作薪资增加幅度，在9月开始失速。</p><p><img src=\"https://static.tigerbbs.com/6b388bd67e60cb24b2cc98f953505909\" tg-width=\"640\" tg-height=\"249\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>数据发布后，美股三大股指期货小幅走低，道指期货、标普500指数期货均跌超0.1%；美国国债上涨，10年期国债收益率日内下跌0.80个基点，报至4.044%。</p><p>休闲和酒店新增带动整体就业增长</p><p><b>所有的就业增长都来自服务业，服务业增加了24.7万个就业岗位，而商品生产部门则减少了8000个就业岗位。</b></p><p><b>从具体行业来看</b>，服务业方面，休闲和酒店行业新增就业21万人，遥遥领先其他行业，该行业的工资上涨了11.2%，也高于其他行业；贸易、运输和公用事业增加了8.4万人。</p><p>新增就业人数下降的行业，包括信息行业就业减少1.7万人，金融服务类减少了1万人，专业、商务类减少了1.4万人，教育和卫生服务业就业减少了5000人，其他服务行业就业减少1000人。</p><p><b>商品生产部门新增就业连续第三个月下滑，其中降幅最大的是建筑业就业岗位，下滑2万人。</b></p><p><img src=\"https://static.tigerbbs.com/ca7245adcf7319c0387c8f0807065fae\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>从企业规模来看，几乎只有拥有50至249名员工中型企业在招人，增加了24.1万人。</p><p><img src=\"https://static.tigerbbs.com/b0a6f970aed395767b1d718ae16d01ea\" tg-width=\"640\" tg-height=\"406\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>ADP首席经济学家Nela Richardson表示：</p><blockquote>鉴于经济复苏的成熟程度，这是一个非常强劲的就业数据，但同时招聘活动并不广泛。<b>对利率敏感的商品生产商正在缩减开支，换工作的人的工资增长也较小</b>。虽然我们看到了美联储驱动的需求破坏的早期迹象，但它只影响到劳动力市场的某些领域。</blockquote><p>美联储转鸽的可能性减小？</p><p>尽管美联储努力为经济降温，但劳动力需求依然保持韧性，岗位空缺与求职人数的比率为2:1。为了抑制火热的通胀，美联储或在今晚连续第四次加息75个基点。</p><p>同时，市场也在争论，美联储在12月会议会不会转鸽，巴克莱、野村和德意志银行都认为，美联储届时仍坚持75个基点不动摇；而花旗、高盛等机构预计其届时将放缓加息幅度。</p><p>周五，美联储更加重视的非农报告即将公布，据市场预期调查中值显示，非农就业人数预计将从9月的26.3万人回落至20.5万人，失业率将从50年低点回升。</p></body></html>","source":"wallstreetcn_api","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>劳动力市场热度难降！美国10月ADP就业人数增长23.9万人，远超预期</title>\n<style 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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劳动力市场热度难降！美国10月ADP就业人数增长23.9万人，远超预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-02 20:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3673940><strong>华尔街见闻 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美联储驱动的需求破坏早期迹象显现，但只影响到劳动力市场的某些行业。就业情况很强劲，但部分行业已经开始降温，就业人数增长主要是由休闲、酒店服务业驱动，商品生产部门岗位连续第三个月下滑。11月2日周三，美国ADP研究院公布的报告显示，美国10月ADP就业人数增加23.9万人，超出预期的18.5万人以及前值20.8万人（修正后19.2万人）。同时，报告显示，10月工人年薪同比增长了7.7%，较上月薪资...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3673940\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3673940","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168653353","content_text":"美联储驱动的需求破坏早期迹象显现，但只影响到劳动力市场的某些行业。就业情况很强劲，但部分行业已经开始降温，就业人数增长主要是由休闲、酒店服务业驱动，商品生产部门岗位连续第三个月下滑。11月2日周三，美国ADP研究院公布的报告显示，美国10月ADP就业人数增加23.9万人，超出预期的18.5万人以及前值20.8万人（修正后19.2万人）。同时，报告显示，10月工人年薪同比增长了7.7%，较上月薪资增速7.8%小幅回落。另外，换工作后，雇员的年薪增长了15.2%，上月为15.7%。自2021年夏季以来一直保持两位数同比增长的换工作薪资增加幅度，在9月开始失速。数据发布后，美股三大股指期货小幅走低，道指期货、标普500指数期货均跌超0.1%；美国国债上涨，10年期国债收益率日内下跌0.80个基点，报至4.044%。休闲和酒店新增带动整体就业增长所有的就业增长都来自服务业，服务业增加了24.7万个就业岗位，而商品生产部门则减少了8000个就业岗位。从具体行业来看，服务业方面，休闲和酒店行业新增就业21万人，遥遥领先其他行业，该行业的工资上涨了11.2%，也高于其他行业；贸易、运输和公用事业增加了8.4万人。新增就业人数下降的行业，包括信息行业就业减少1.7万人，金融服务类减少了1万人，专业、商务类减少了1.4万人，教育和卫生服务业就业减少了5000人，其他服务行业就业减少1000人。商品生产部门新增就业连续第三个月下滑，其中降幅最大的是建筑业就业岗位，下滑2万人。从企业规模来看，几乎只有拥有50至249名员工中型企业在招人，增加了24.1万人。ADP首席经济学家Nela 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referrerpolicy=\"no-referrer\"></p><p>简单来说,公司正走在通过智能硬件与游戏化课程软件结合来颠覆中国音乐教育的路上,通过先渗透中国30万幼儿园、5千万学生的新市场,3年内创造出一个学生数150万,毛收入20亿、净收入6个亿、净利润超过4个亿的高增长智能教育公司,并可进一步打开C端的市场,通过直接销售智能钢琴进一步获取硬件销售收入及教学软件订阅收入。</p><p>根据公司招股书披露,中国钢琴教育市场规模在2019年即达到了390亿人民币,2015至2019年间增速22%。学过音乐的人会了解钢琴作为“乐器之王”是孩子学习音乐,特别是乐理和视唱练耳最好的入门乐器。在音乐、体育在中国教育系统中愈发重要的今天,钢琴教育面对的最大痛点为(1)教师稀缺,特别在底线城市(2)成本高昂,线下课程每课时200-500元,还需要至少投入两万元购买钢琴(3)学生,特别是幼儿,难以集中注意力并坚持练习,且因为专业性,家长辅导较为困难。经过2015年以来的研发,公司主打产品Kukey智能钢琴已能通过和幼儿园合作解决以上痛点:(1)课程模块化、自动化、规模化,仅需要普通幼师维持课堂秩序即可同时对4-7个孩子同时进行教学(2)普惠教育的价格,每月仅150元,全年900元,折算每课时仅15元(也意味着公司提价空间很大)(3)课程设计游戏化(Gamification),将游戏设计的手段应用于非游戏的场景,通过动漫画结合的教学方式引导孩子集中注意力,提高兴趣,就这种颠覆性的模式大家可参考美国智能健身器材创业公司派乐腾的成功案例 - 派乐腾通过智能硬件与游戏化的健身课程软件结合,打造了一套全新的健身体系,上市一年多以来股价已上涨超过六倍,目前市值接近460亿美金。</p><p>具体到数字上,尽管2020年受到疫情影响国内大部分幼儿园延长了休学时间,但是短短一年时间公司从覆盖43家幼儿园扩展到1300家,布置了6800台智能钢琴,学生数过万,目前已经在全国27个省份、161个城市有布局。在经济模型上,随着公司课程提价,钢琴外包量产,假设每台琴一天只有一个孩子学习一课时(实际每天至少可以两个),按照公司30%的提成,9个月即可收回钢琴成本,而一台钢琴的使用寿命至少五年,也意味着LTV或生命周期内的总价值超过7倍,内部收益率达到138%。与此同时,幼儿园可以拿到50%的提成(且不用投资买琴,老师也能拿到提成),本地的合作商也可以拿到20%的提成,皆大欢喜,既实现了音乐教育普及,也为家长、幼儿园及合作伙伴创造了价值。根据我本人的测算,公司在2023年学生人数可以达到146万人,覆盖6.1万家幼儿园,按每课时30元收费和现在的分成比例计算,净利润贡献约可超4亿人民币,且年增速仍超过100%。假设20%的渗透率,学生人数仍有超过6倍的增长空间。即使只按照0.2x PEG或20倍PE,仅智能钢琴业务就值12亿美金,对比公司现在不到3亿美金的市值,有翻4倍的空间。</p><p>抛开估值过低不谈(在线教育和软件公司估值目前基于市销率,通常在5-10x),这里也没有考虑公司其他业务的价值和未来2C业务的价值。公司创始人余赫出生于知名音乐世家,其祖父丁善德被视为二十世纪最伟大的作曲家之一,其兄弟余隆为世界知名指挥家,目前仍是上海及广</p><p>州交响乐团音乐总监、中国爱乐乐团艺术总监暨总指挥,也是北京国际音乐节的创始人(目前已被库客收购)。公司已经形成了从上游版权、到中游智能硬软件结合及下游音乐演出、比赛的闭环,未来有望打造中国音乐教育界的全产业链龙头。</p><p><img src=\"https://static.tigerbbs.com/de1fa6faaba6cf2a88502f75df0baf2e\" tg-width=\"800\" tg-height=\"486\" referrerpolicy=\"no-referrer\"></p><p><img 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n库客音乐，中国音乐教育界的派乐腾?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-09 17:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://m.sohu.com/a/449656517_120971382/?pvid=000115_3w_a><strong>环球财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>库客音乐上市“遇冷”,是市场不看好古典音乐的未来还是投资者没有看清库客音乐未来的盈利模式?翻看雪球上的新闻报道,大部分文章都纠结于公司古典音乐版权许可及订阅服务的盈利能力。其实抛开这些业务在2020年受疫情影响但基于2B生意的粘性2021年大概率会恢复不谈,似乎市场并没有关注到公司在智能音乐教育板块的布局和潜在的增长机会。我认为库克音乐有希望成为中国音乐教育界的派乐腾(健身器材娱乐化)至少价值10...</p>\n\n<a href=\"https://m.sohu.com/a/449656517_120971382/?pvid=000115_3w_a\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/85b27e74fe34a252689a2e1f84553a0e","relate_stocks":{"KUKE":"库客音乐"},"source_url":"https://m.sohu.com/a/449656517_120971382/?pvid=000115_3w_a","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160389193","content_text":"库客音乐上市“遇冷”,是市场不看好古典音乐的未来还是投资者没有看清库客音乐未来的盈利模式?翻看雪球上的新闻报道,大部分文章都纠结于公司古典音乐版权许可及订阅服务的盈利能力。其实抛开这些业务在2020年受疫情影响但基于2B生意的粘性2021年大概率会恢复不谈,似乎市场并没有关注到公司在智能音乐教育板块的布局和潜在的增长机会。我认为库克音乐有希望成为中国音乐教育界的派乐腾(健身器材娱乐化)至少价值10-20亿美金,有翻4-8倍的空间。 Peloton Interactive #在线教育#简单来说,公司正走在通过智能硬件与游戏化课程软件结合来颠覆中国音乐教育的路上,通过先渗透中国30万幼儿园、5千万学生的新市场,3年内创造出一个学生数150万,毛收入20亿、净收入6个亿、净利润超过4个亿的高增长智能教育公司,并可进一步打开C端的市场,通过直接销售智能钢琴进一步获取硬件销售收入及教学软件订阅收入。根据公司招股书披露,中国钢琴教育市场规模在2019年即达到了390亿人民币,2015至2019年间增速22%。学过音乐的人会了解钢琴作为“乐器之王”是孩子学习音乐,特别是乐理和视唱练耳最好的入门乐器。在音乐、体育在中国教育系统中愈发重要的今天,钢琴教育面对的最大痛点为(1)教师稀缺,特别在底线城市(2)成本高昂,线下课程每课时200-500元,还需要至少投入两万元购买钢琴(3)学生,特别是幼儿,难以集中注意力并坚持练习,且因为专业性,家长辅导较为困难。经过2015年以来的研发,公司主打产品Kukey智能钢琴已能通过和幼儿园合作解决以上痛点:(1)课程模块化、自动化、规模化,仅需要普通幼师维持课堂秩序即可同时对4-7个孩子同时进行教学(2)普惠教育的价格,每月仅150元,全年900元,折算每课时仅15元(也意味着公司提价空间很大)(3)课程设计游戏化(Gamification),将游戏设计的手段应用于非游戏的场景,通过动漫画结合的教学方式引导孩子集中注意力,提高兴趣,就这种颠覆性的模式大家可参考美国智能健身器材创业公司派乐腾的成功案例 - 派乐腾通过智能硬件与游戏化的健身课程软件结合,打造了一套全新的健身体系,上市一年多以来股价已上涨超过六倍,目前市值接近460亿美金。具体到数字上,尽管2020年受到疫情影响国内大部分幼儿园延长了休学时间,但是短短一年时间公司从覆盖43家幼儿园扩展到1300家,布置了6800台智能钢琴,学生数过万,目前已经在全国27个省份、161个城市有布局。在经济模型上,随着公司课程提价,钢琴外包量产,假设每台琴一天只有一个孩子学习一课时(实际每天至少可以两个),按照公司30%的提成,9个月即可收回钢琴成本,而一台钢琴的使用寿命至少五年,也意味着LTV或生命周期内的总价值超过7倍,内部收益率达到138%。与此同时,幼儿园可以拿到50%的提成(且不用投资买琴,老师也能拿到提成),本地的合作商也可以拿到20%的提成,皆大欢喜,既实现了音乐教育普及,也为家长、幼儿园及合作伙伴创造了价值。根据我本人的测算,公司在2023年学生人数可以达到146万人,覆盖6.1万家幼儿园,按每课时30元收费和现在的分成比例计算,净利润贡献约可超4亿人民币,且年增速仍超过100%。假设20%的渗透率,学生人数仍有超过6倍的增长空间。即使只按照0.2x 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这个有什么用","listText":"谁能告诉我 这个有什么用","text":"谁能告诉我 这个有什么用","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/665558196","repostId":"1168653353","repostType":2,"repost":{"id":"1168653353","kind":"news","pubTimestamp":1667391346,"share":"https://www.laohu8.com/m/news/1168653353?lang=&edition=full","pubTime":"2022-11-02 20:15","market":"other","language":"zh","title":"劳动力市场热度难降！美国10月ADP就业人数增长23.9万人，远超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1168653353","media":"华尔街见闻 ","summary":"美联储驱动的需求破坏早期迹象显现，但只影响到劳动力市场的某些行业。就业情况很强劲，但部分行业已经开始降温，就业人数增长主要是由休闲、酒店服务业驱动，商品生产部门岗位连续第三个月下滑。11月2日周三，美","content":"<html><head></head><body><blockquote><b>美联储驱动的需求破坏早期迹象显现，但只影响到劳动力市场的某些行业。</b></blockquote><p>就业情况很强劲，但部分行业已经开始降温，就业人数增长主要是由休闲、酒店服务业驱动，商品生产部门岗位连续第三个月下滑。</p><p>11月2日周三，美国ADP研究院公布的报告显示，<b>美国10月ADP就业人数增加23.9万人，超出预期的18.5万人以及前值20.8万人（修正后19.2万人）</b>。</p><p><img src=\"https://static.tigerbbs.com/eb3ee6a4fdc1d17014c6f6cc5c9f183d\" tg-width=\"640\" tg-height=\"383\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>同时，报告显示，<b>10月工人年薪同比增长了7.7%，较上月薪资增速7.8%小幅回落。</b></p><p>另外，换工作后，雇员的年薪增长了15.2%，上月为15.7%。自2021年夏季以来一直保持两位数同比增长的换工作薪资增加幅度，在9月开始失速。</p><p><img src=\"https://static.tigerbbs.com/6b388bd67e60cb24b2cc98f953505909\" tg-width=\"640\" tg-height=\"249\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>数据发布后，美股三大股指期货小幅走低，道指期货、标普500指数期货均跌超0.1%；美国国债上涨，10年期国债收益率日内下跌0.80个基点，报至4.044%。</p><p>休闲和酒店新增带动整体就业增长</p><p><b>所有的就业增长都来自服务业，服务业增加了24.7万个就业岗位，而商品生产部门则减少了8000个就业岗位。</b></p><p><b>从具体行业来看</b>，服务业方面，休闲和酒店行业新增就业21万人，遥遥领先其他行业，该行业的工资上涨了11.2%，也高于其他行业；贸易、运输和公用事业增加了8.4万人。</p><p>新增就业人数下降的行业，包括信息行业就业减少1.7万人，金融服务类减少了1万人，专业、商务类减少了1.4万人，教育和卫生服务业就业减少了5000人，其他服务行业就业减少1000人。</p><p><b>商品生产部门新增就业连续第三个月下滑，其中降幅最大的是建筑业就业岗位，下滑2万人。</b></p><p><img src=\"https://static.tigerbbs.com/ca7245adcf7319c0387c8f0807065fae\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>从企业规模来看，几乎只有拥有50至249名员工中型企业在招人，增加了24.1万人。</p><p><img src=\"https://static.tigerbbs.com/b0a6f970aed395767b1d718ae16d01ea\" tg-width=\"640\" tg-height=\"406\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>ADP首席经济学家Nela Richardson表示：</p><blockquote>鉴于经济复苏的成熟程度，这是一个非常强劲的就业数据，但同时招聘活动并不广泛。<b>对利率敏感的商品生产商正在缩减开支，换工作的人的工资增长也较小</b>。虽然我们看到了美联储驱动的需求破坏的早期迹象，但它只影响到劳动力市场的某些领域。</blockquote><p>美联储转鸽的可能性减小？</p><p>尽管美联储努力为经济降温，但劳动力需求依然保持韧性，岗位空缺与求职人数的比率为2:1。为了抑制火热的通胀，美联储或在今晚连续第四次加息75个基点。</p><p>同时，市场也在争论，美联储在12月会议会不会转鸽，巴克莱、野村和德意志银行都认为，美联储届时仍坚持75个基点不动摇；而花旗、高盛等机构预计其届时将放缓加息幅度。</p><p>周五，美联储更加重视的非农报告即将公布，据市场预期调查中值显示，非农就业人数预计将从9月的26.3万人回落至20.5万人，失业率将从50年低点回升。</p></body></html>","source":"wallstreetcn_api","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>劳动力市场热度难降！美国10月ADP就业人数增长23.9万人，远超预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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劳动力市场热度难降！美国10月ADP就业人数增长23.9万人，远超预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-02 20:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3673940><strong>华尔街见闻 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美联储驱动的需求破坏早期迹象显现，但只影响到劳动力市场的某些行业。就业情况很强劲，但部分行业已经开始降温，就业人数增长主要是由休闲、酒店服务业驱动，商品生产部门岗位连续第三个月下滑。11月2日周三，美国ADP研究院公布的报告显示，美国10月ADP就业人数增加23.9万人，超出预期的18.5万人以及前值20.8万人（修正后19.2万人）。同时，报告显示，10月工人年薪同比增长了7.7%，较上月薪资...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3673940\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3673940","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168653353","content_text":"美联储驱动的需求破坏早期迹象显现，但只影响到劳动力市场的某些行业。就业情况很强劲，但部分行业已经开始降温，就业人数增长主要是由休闲、酒店服务业驱动，商品生产部门岗位连续第三个月下滑。11月2日周三，美国ADP研究院公布的报告显示，美国10月ADP就业人数增加23.9万人，超出预期的18.5万人以及前值20.8万人（修正后19.2万人）。同时，报告显示，10月工人年薪同比增长了7.7%，较上月薪资增速7.8%小幅回落。另外，换工作后，雇员的年薪增长了15.2%，上月为15.7%。自2021年夏季以来一直保持两位数同比增长的换工作薪资增加幅度，在9月开始失速。数据发布后，美股三大股指期货小幅走低，道指期货、标普500指数期货均跌超0.1%；美国国债上涨，10年期国债收益率日内下跌0.80个基点，报至4.044%。休闲和酒店新增带动整体就业增长所有的就业增长都来自服务业，服务业增加了24.7万个就业岗位，而商品生产部门则减少了8000个就业岗位。从具体行业来看，服务业方面，休闲和酒店行业新增就业21万人，遥遥领先其他行业，该行业的工资上涨了11.2%，也高于其他行业；贸易、运输和公用事业增加了8.4万人。新增就业人数下降的行业，包括信息行业就业减少1.7万人，金融服务类减少了1万人，专业、商务类减少了1.4万人，教育和卫生服务业就业减少了5000人，其他服务行业就业减少1000人。商品生产部门新增就业连续第三个月下滑，其中降幅最大的是建筑业就业岗位，下滑2万人。从企业规模来看，几乎只有拥有50至249名员工中型企业在招人，增加了24.1万人。ADP首席经济学家Nela Richardson表示：鉴于经济复苏的成熟程度，这是一个非常强劲的就业数据，但同时招聘活动并不广泛。对利率敏感的商品生产商正在缩减开支，换工作的人的工资增长也较小。虽然我们看到了美联储驱动的需求破坏的早期迹象，但它只影响到劳动力市场的某些领域。美联储转鸽的可能性减小？尽管美联储努力为经济降温，但劳动力需求依然保持韧性，岗位空缺与求职人数的比率为2:1。为了抑制火热的通胀，美联储或在今晚连续第四次加息75个基点。同时，市场也在争论，美联储在12月会议会不会转鸽，巴克莱、野村和德意志银行都认为，美联储届时仍坚持75个基点不动摇；而花旗、高盛等机构预计其届时将放缓加息幅度。周五，美联储更加重视的非农报告即将公布，据市场预期调查中值显示，非农就业人数预计将从9月的26.3万人回落至20.5万人，失业率将从50年低点回升。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2042,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3526515817080864","authorId":"3526515817080864","name":"鱼头up","avatar":"https://static.tigerbbs.com/dc9f0243f7b8143d843e9e4a613c46d2","crmLevel":5,"crmLevelSwitch":0,"idStr":"3526515817080864","authorIdStr":"3526515817080864"},"content":"经济好，继续加息","text":"经济好，继续加息","html":"经济好，继续加息"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391921422,"gmtCreate":1606471715966,"gmtModify":1703843234253,"author":{"id":"3499988400537915","authorId":"3499988400537915","name":"背包还是那个背包","avatar":"https://static.tigerbbs.com/379dc0642d9e83d425019c2125b62355","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499988400537915","authorIdStr":"3499988400537915"},"themes":[],"htmlText":"<a 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&nbsp;一起窒息","listText":"贾跃亭的ff起码10万亿美元市值 &nbsp;一起窒息","text":"贾跃亭的ff起码10万亿美元市值 一起窒息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393280605","repostId":"1133210605","repostType":4,"repost":{"id":"1133210605","kind":"news","pubTimestamp":1606294171,"share":"https://www.laohu8.com/m/news/1133210605?lang=&edition=full","pubTime":"2020-11-25 16:49","market":"us","language":"zh","title":"如果贾跃亭的FF上市，市值会超过4000亿的蔚来吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1133210605","media":"深潜 ","summary":"按照2019胡润全球独角兽榜来分析，全球共有15家新能源汽车企业上榜，企业总市值占比2%。贾跃亭打造的FF估值就高达300亿元，在行业独角兽排名中高居全球第二。贾跃亭到底能不能回来，已经是个玄学问题了","content":"<p>按照2019胡润全球独角兽榜来分析，全球共有15家新能源汽车企业上榜，企业总市值占比2%。贾跃亭打造的FF估值就高达300亿元，在行业独角兽排名中高居全球第二。</p><p>贾跃亭到底能不能回来，已经是个玄学问题了。但在下坠的过程中，他始终不愿意放弃的，却是FF。伴随着燃油车禁售时间的陆续出台，以及全球量化宽松政策的刺激，资本也在加速寻找各种优质资产。</p><p>最近几个月，蔚来、小鹏、理想在资本市场的一路狂奔，就是这种合力下的结果。涨幅之大，也刺激着每一位投资人，也刺激着所有的造车企业。</p><p>在这种背景下，忍不住会问，<b>如果贾跃亭的FF上市，那么它的市值会不会超过4000亿的蔚来？</b>他会不会翻盘？</p><p>11月13日，这位因梦想奔赴美国造车的“贾布斯”转发了一条关于FF技术领先的微博，并表示：<b>产品和技术创新力是下一代汽车产业变革的核心价值和驱动力，FF会继续集中资源专注投入，持续为行业发挥引领作用。</b></p><p>贾跃亭在这个时间节点的发声更像是在提醒外界，论造车，我是他们的前辈；梦想，我还未放弃。</p><p>按照2019胡润全球独角兽榜来分析，全球共有15家新能源汽车企业上榜，企业总市值占比2%。贾跃亭打造的<b>FF估值就高达300亿元，在行业独角兽排名中高居全球第二。</b></p><p>可惜的是，在眼下这场造车新势力的资本盛宴中，和贾跃亭以及他身后的FF并没有太大关系。横亘在贾跃亭面前最大的两个疑问是，FF什么时候量产交付？FF还有多少钱可以烧？</p><p><b>01</b></p><p><b>FF是生不逢时，还是PPT造车？</b></p><p>在大众的视野里，贾跃亭≈下周回国，<b>FF≈PPT造车，但客观来说，FF确实拥有一些世界领先的技术专利，</b>不然也不会吸引认真造车的恒大许老板、更不会吸引那么多的车界大咖加盟。</p><p>一份来自专利数据分析公司RSIP报告证实，FF的多元化专利组合在同类技术上比包括丰田、福特和本田在内的OEM厂商更加强大。<b>RSIP认定FF的电动汽车专利组合，在关键技术上与特斯拉不相上下。</b>FF已获授权的专利有530项，大部分都与互联网、自动驾驶和智能有关。</p><p>依稀记得当年，FF 91车型亮相的时候，是多么颠覆大家的认知，无敌科幻的外观造型设计、11块液晶显示屏、反重力座椅，在那个中控大屏还未大行其道的年代，FF 91绝对是那个时代的“新物种”。</p><p>公开资料显示，FF成立于2014年4月，在2017年1月的CES上便展示了FF 91的样车。事实上，贾跃亭布局新能源汽车并不晚，在技术、生态布局等方面也一度领先。从最初手握几十亿美元，到全部烧光难以为继。FF在筹钱的路上一直磕磕碰碰，资金一次又一次的告急，FF 91始终还是没能量产落地，而这几年新能源汽车江湖已经更为复杂多变。</p><p>一方面，与FF同在2014年成立的蔚来、小鹏等造车新势力已经推出了数代量产车并成功上市。另一方面，国内外的传统车企也在全面向电动领域转型。众多新能源汽车对标的特斯拉已经在中国建立工厂，市值比大众、丰田这些百年车企之和还要多。</p><p>贾跃亭多次将FF 91的进展描述为“距离交付仅剩临门一脚”。根据贾跃亭给出的数字，自成立至今，<b>6年来，各方已累计为FF投入20亿美金，没有量产就意味着成本无从收回。</b></p><p>但即便量产，FF 91也已经错过了最好的时机，想要追赶上来真的比登天还难。作为FF 91心目中最大的“竞争对手”特斯拉来说，单从销量这一点来说，FF 91已经没有什么可比性了，当初的那些豪言壮语现在看来，也被造车新势力的后辈们一个一个去实现了。</p><p>去年，FF新任CEO毕福康曾宣称，首款车型FF 91将在2020年9月开启交付，首批交付量数百辆，售价超过20万美元。这个承诺如今看来又只能呵呵了。</p><p>最近，FF 从美国传来了好消息，公开宣布获得了美国两大金融机构提供的4500万美金（超3亿元人民币）债权融资贷款。同时，FF正在筹备以SPAC（特殊目的并购）的方式寻求美股IPO。这些利好消息的到来，真的意味着FF 91 汽车马上就能实现量产了吗？当然不是！</p><p>FF方面曾在2019年明确表示，<b>要量产还需要筹措8亿至8.5亿美元。</b>相比之下，这次的4500万美金只不过是杯水车薪罢了。如果 FF 不能尽快完成 IPO，那么加上过去积累的众多债务，FF的运营危机只会继续延续下去。</p><p><b>02</b></p><p><b>贾跃亭还能等到生命中下一个贵人吗？</b></p><p>雷军曾说过，风口上猪都能飞上天。掌舵乐视网时，贾跃亭就是风口上的猪。很可惜，贾跃亭步子跨的太大，最终拖死了乐视网，也拖垮了自己。</p><p>当然，贾跃亭成功之处在于玩砸了乐视网之后，市场对于他的评价依然不是一边倒，而是褒贬不一。</p><p>实际上，在中国的企业家圈子里对贾跃亭的评价也并非全是批评，也有一部分人选择相信并支持他，其中数融创孙宏斌最为慷慨，真金白银的掏了150亿之后，还接手了乐视网的烂摊子。贾跃亭与孙宏斌同为晋商出身，不过，“中国好老乡”的故事并没有一个圆满的结局。最终，孙宏斌承认接盘失败、“愿赌服输”。</p><p>对于接手乐视，<b>孙宏斌曾公开表示，“人有时候要敢叫日月换新天，有时候也要愿赌服输”。</b>孙宏斌表示，自己对乐视网关联交易知情，但错判之处在于，关联方欠上市公司的债务无法得到有效偿还。2018年3月14日，乐视董事长孙宏斌宣布辞职退出董事会，不再担任乐视任何职务。乐视网因巨亏于2019年5月11日暂停上市。</p><p>其次就是许家印，当贾跃亭的FF并未量产时，<b>许家印也同样花费巨资同他进行合作，但不到3个月后，两人“不合”传闻随即传来</b>。最终，2018年12月31日，贾跃亭跟恒大集团、许家印几方达成和解，最终拟定“分手细节”。而分手后的许老板则自建恒驰品牌，开启了全球“买买买”模式，今年一口气推出了六款车型，并计划明年量产上市。</p><p><b>从资本的角度而言，不存在无缘无故的投资，</b>任何一项投资，利益都是最重要的方面，所以愿意给贾跃亭这笔钱，证明市场对于他还是有最基础的认可。</p><p>但不可否认的是，大部分人、特别是投资人认为贾跃亭是阻碍FF融资的最大因素。去年9月，FF宣布，贾跃亭辞去CEO职务，出任CPUO（首席产品和用户官），由毕福康接任全球CEO。但FF依然笼罩在“贾跃亭”的阴影下，毕福康对此回应也多少显得无可奈何，“因为历史的原因，和偶尔一些坏消息，并不是所有人能够相信我们。”，“大家希望看到我们成为一家稳定的公司。”</p><p>在今年3月份，据FF官方宣布，已与美国混合动力公司US Hybrid Corporation正式达成协议，双方将在US Hybrid目前正在开发的新能源产品中合作，后者将使用FF方面所提供的电力总成系统。</p><p>在没有新的贵人雪中送炭，融资迟迟未见踪影，FF91量产又遥遥无期的背景之下，利用之前几年所拥有的部分新能源电驱动、底盘、电子架构、智能网联方面的技术积累，将它们“卖”给更多有资金、有需求的车企，及时止损实现“自我造血”。<b>从整车制造企业转型成为一家新能源工程解决方案提供商，对于当下的FF而言，或许已经成为它最好且唯一的出路。</b></p><p>造车是场既“烧钱”又残酷的资本游戏，梦想与情怀无法完全支撑起贾跃亭在这一赛道中立足。回归正题，我们还能见到贾跃亭回国的那一天吗？</p>","source":"lsy1594870105111","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>如果贾跃亭的FF上市，市值会超过4000亿的蔚来吗？</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n如果贾跃亭的FF上市，市值会超过4000亿的蔚来吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-25 16:49 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/AlmJ8q4onHAHfleRmIxu-A><strong>深潜 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>按照2019胡润全球独角兽榜来分析，全球共有15家新能源汽车企业上榜，企业总市值占比2%。贾跃亭打造的FF估值就高达300亿元，在行业独角兽排名中高居全球第二。贾跃亭到底能不能回来，已经是个玄学问题了。但在下坠的过程中，他始终不愿意放弃的，却是FF。伴随着燃油车禁售时间的陆续出台，以及全球量化宽松政策的刺激，资本也在加速寻找各种优质资产。最近几个月，蔚来、小鹏、理想在资本市场的一路狂奔，就是这种...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/AlmJ8q4onHAHfleRmIxu-A\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1a3754f388f30b5f7e5d59651613a82b","relate_stocks":{"NIO":"蔚来"},"source_url":"https://mp.weixin.qq.com/s/AlmJ8q4onHAHfleRmIxu-A","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133210605","content_text":"按照2019胡润全球独角兽榜来分析，全球共有15家新能源汽车企业上榜，企业总市值占比2%。贾跃亭打造的FF估值就高达300亿元，在行业独角兽排名中高居全球第二。贾跃亭到底能不能回来，已经是个玄学问题了。但在下坠的过程中，他始终不愿意放弃的，却是FF。伴随着燃油车禁售时间的陆续出台，以及全球量化宽松政策的刺激，资本也在加速寻找各种优质资产。最近几个月，蔚来、小鹏、理想在资本市场的一路狂奔，就是这种合力下的结果。涨幅之大，也刺激着每一位投资人，也刺激着所有的造车企业。在这种背景下，忍不住会问，如果贾跃亭的FF上市，那么它的市值会不会超过4000亿的蔚来？他会不会翻盘？11月13日，这位因梦想奔赴美国造车的“贾布斯”转发了一条关于FF技术领先的微博，并表示：产品和技术创新力是下一代汽车产业变革的核心价值和驱动力，FF会继续集中资源专注投入，持续为行业发挥引领作用。贾跃亭在这个时间节点的发声更像是在提醒外界，论造车，我是他们的前辈；梦想，我还未放弃。按照2019胡润全球独角兽榜来分析，全球共有15家新能源汽车企业上榜，企业总市值占比2%。贾跃亭打造的FF估值就高达300亿元，在行业独角兽排名中高居全球第二。可惜的是，在眼下这场造车新势力的资本盛宴中，和贾跃亭以及他身后的FF并没有太大关系。横亘在贾跃亭面前最大的两个疑问是，FF什么时候量产交付？FF还有多少钱可以烧？01FF是生不逢时，还是PPT造车？在大众的视野里，贾跃亭≈下周回国，FF≈PPT造车，但客观来说，FF确实拥有一些世界领先的技术专利，不然也不会吸引认真造车的恒大许老板、更不会吸引那么多的车界大咖加盟。一份来自专利数据分析公司RSIP报告证实，FF的多元化专利组合在同类技术上比包括丰田、福特和本田在内的OEM厂商更加强大。RSIP认定FF的电动汽车专利组合，在关键技术上与特斯拉不相上下。FF已获授权的专利有530项，大部分都与互联网、自动驾驶和智能有关。依稀记得当年，FF 91车型亮相的时候，是多么颠覆大家的认知，无敌科幻的外观造型设计、11块液晶显示屏、反重力座椅，在那个中控大屏还未大行其道的年代，FF 91绝对是那个时代的“新物种”。公开资料显示，FF成立于2014年4月，在2017年1月的CES上便展示了FF 91的样车。事实上，贾跃亭布局新能源汽车并不晚，在技术、生态布局等方面也一度领先。从最初手握几十亿美元，到全部烧光难以为继。FF在筹钱的路上一直磕磕碰碰，资金一次又一次的告急，FF 91始终还是没能量产落地，而这几年新能源汽车江湖已经更为复杂多变。一方面，与FF同在2014年成立的蔚来、小鹏等造车新势力已经推出了数代量产车并成功上市。另一方面，国内外的传统车企也在全面向电动领域转型。众多新能源汽车对标的特斯拉已经在中国建立工厂，市值比大众、丰田这些百年车企之和还要多。贾跃亭多次将FF 91的进展描述为“距离交付仅剩临门一脚”。根据贾跃亭给出的数字，自成立至今，6年来，各方已累计为FF投入20亿美金，没有量产就意味着成本无从收回。但即便量产，FF 91也已经错过了最好的时机，想要追赶上来真的比登天还难。作为FF 91心目中最大的“竞争对手”特斯拉来说，单从销量这一点来说，FF 91已经没有什么可比性了，当初的那些豪言壮语现在看来，也被造车新势力的后辈们一个一个去实现了。去年，FF新任CEO毕福康曾宣称，首款车型FF 91将在2020年9月开启交付，首批交付量数百辆，售价超过20万美元。这个承诺如今看来又只能呵呵了。最近，FF 从美国传来了好消息，公开宣布获得了美国两大金融机构提供的4500万美金（超3亿元人民币）债权融资贷款。同时，FF正在筹备以SPAC（特殊目的并购）的方式寻求美股IPO。这些利好消息的到来，真的意味着FF 91 汽车马上就能实现量产了吗？当然不是！FF方面曾在2019年明确表示，要量产还需要筹措8亿至8.5亿美元。相比之下，这次的4500万美金只不过是杯水车薪罢了。如果 FF 不能尽快完成 IPO，那么加上过去积累的众多债务，FF的运营危机只会继续延续下去。02贾跃亭还能等到生命中下一个贵人吗？雷军曾说过，风口上猪都能飞上天。掌舵乐视网时，贾跃亭就是风口上的猪。很可惜，贾跃亭步子跨的太大，最终拖死了乐视网，也拖垮了自己。当然，贾跃亭成功之处在于玩砸了乐视网之后，市场对于他的评价依然不是一边倒，而是褒贬不一。实际上，在中国的企业家圈子里对贾跃亭的评价也并非全是批评，也有一部分人选择相信并支持他，其中数融创孙宏斌最为慷慨，真金白银的掏了150亿之后，还接手了乐视网的烂摊子。贾跃亭与孙宏斌同为晋商出身，不过，“中国好老乡”的故事并没有一个圆满的结局。最终，孙宏斌承认接盘失败、“愿赌服输”。对于接手乐视，孙宏斌曾公开表示，“人有时候要敢叫日月换新天，有时候也要愿赌服输”。孙宏斌表示，自己对乐视网关联交易知情，但错判之处在于，关联方欠上市公司的债务无法得到有效偿还。2018年3月14日，乐视董事长孙宏斌宣布辞职退出董事会，不再担任乐视任何职务。乐视网因巨亏于2019年5月11日暂停上市。其次就是许家印，当贾跃亭的FF并未量产时，许家印也同样花费巨资同他进行合作，但不到3个月后，两人“不合”传闻随即传来。最终，2018年12月31日，贾跃亭跟恒大集团、许家印几方达成和解，最终拟定“分手细节”。而分手后的许老板则自建恒驰品牌，开启了全球“买买买”模式，今年一口气推出了六款车型，并计划明年量产上市。从资本的角度而言，不存在无缘无故的投资，任何一项投资，利益都是最重要的方面，所以愿意给贾跃亭这笔钱，证明市场对于他还是有最基础的认可。但不可否认的是，大部分人、特别是投资人认为贾跃亭是阻碍FF融资的最大因素。去年9月，FF宣布，贾跃亭辞去CEO职务，出任CPUO（首席产品和用户官），由毕福康接任全球CEO。但FF依然笼罩在“贾跃亭”的阴影下，毕福康对此回应也多少显得无可奈何，“因为历史的原因，和偶尔一些坏消息，并不是所有人能够相信我们。”，“大家希望看到我们成为一家稳定的公司。”在今年3月份，据FF官方宣布，已与美国混合动力公司US Hybrid Corporation正式达成协议，双方将在US 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