愿仗剑走天涯的个人主页 - 老虎社区

愿仗剑走天涯

愿仗剑走天涯

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IP属地：浙江

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愿仗剑走天涯

2021-12-29

这名字可以

愿仗剑走天涯

2021-12-16

$恒大汽车(00708)$还有多少人记得我4月14日讲的笑话？又有多少人听进去了？[可爱] [可爱] [可爱]

愿仗剑走天涯

2021-12-01

$拼多多(PDD)$还有多少人记得我年初阅读量几万+的摇旗呐喊？

愿仗剑走天涯

2021-08-26

开始用营销来疯狂砸量，就说明出问题了，优秀的产品不需要这么重的营销成本。

日亏3.5个亿！快手上半年巨亏648亿元 “元凶”是它

愿仗剑走天涯

2021-08-23

毕竟有些大佬的钱被套了，机构能帮一把就帮一把不是？至于你阿里的股价，他们才不管呢[龇牙] [龇牙] [龇牙]

阿里被近70%外资机构“看多”，抄底机会来了？

愿仗剑走天涯

2021-08-10

从今天开始持有，若干年后，你手上拿的就是苹果。

雷军：小米赠送首批用户1999元红包约3.7亿

愿仗剑走天涯

2021-08-05

快手不太可能做起来，这个公司终究是个过渡阶段的昙花一现。

股票解禁前夜，跟快手几位员工聊了聊：走，还是留？

愿仗剑走天涯

2021-08-03

跟游戏没太大关系，欧美那么多游戏公司，也没见很多孩子沉迷。跟报复性熬夜类似，孩子沉迷游戏（尤其是我网游）更多的是对现实生活、学业压力的一种自我防御和保护，该考虑的是如何让他们快乐成长，快乐学习。

抱歉，原内容已删除

愿仗剑走天涯

2021-07-19

$恒大汽车(00708)$还记得我讲的笑话吗？[可爱]

@愿仗剑走天涯:$小米集团-W(01810)$讲个笑话，$恒大汽车(00708)$市值跟小米差不多。[龇牙]

愿仗剑走天涯

2021-07-06

说张一跪的人都是没看完这篇文章的人。

抱歉，原内容已删除

愿仗剑走天涯

2021-07-06

这篇文章不错，转发给大家看看

抱歉，原内容已删除

愿仗剑走天涯

2021-06-25

这说明了一个趋势，早些年不论是macOS尝试跑在iPad/iPhone上，还是windows尝试跑在Arm上（还记得Surface早期系列吗）在方向上走不通，苹果开始选择将App Store上丰富的生态超生产力设备上迁移（统一M1芯片），windows则开始尝试WSL（windows subsystem Linux）再到现在的直接拿来Android，这个相反的方向能走得通吗，我们拭目以待[贱笑]。

抱歉，原内容已删除

愿仗剑走天涯

2021-05-27

$小米集团-W(01810)$这个点儿做空小米？不是傻就是蠢。

愿仗剑走天涯

2021-05-25

这篇文章不错，转发给大家看看

Roblox深度报告：Metaverse第一股，元宇宙引领者

愿仗剑走天涯

2021-05-10

$拼多多(PDD)$还有多少人记得《拼多多最后的狂欢》？[贱笑] [贱笑] [贱笑]

愿仗剑走天涯

2021-05-06

流水不争先，争的是滔滔不绝。

抱歉，原内容已删除

愿仗剑走天涯

2021-05-06

$小米集团-W(01810)$小米公司第一季度欧洲智能手机市场份额首次达到第二

愿仗剑走天涯

2021-04-30

$小米集团-W(01810)$走出了正弦曲线的趋势，太优美了[捂脸] [捂脸]

愿仗剑走天涯

2021-04-29

$百度(BIDU)$不担心百度的技术能力，不担心其造车的决心，最担心其实是百度起了个大早，赶了个晚集。

愿仗剑走天涯

2021-04-21

$恒大汽车(00708)$我上周说的笑话大家还记得吗[龇牙] [龇牙]

去老虎APP查看更多动态

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09:11","market":"hk","language":"zh","title":"日亏3.5个亿！快手上半年巨亏648亿元 “元凶”是它","url":"https://stock-news.laohu8.com/highlight/detail?id=2162052252","media":"国际金融报","summary":"【日亏3.5个亿！快手上半年巨亏648亿元 “元凶”是它】财报显示，由于2021年2月完成首次公开发售，因此2021年第二季度的可转换可赎回优先股公允价值变动为0，而一季度录得亏损近513亿元，这直接导致上半年账面亏损共计648亿元。据了解，可转换可赎回优先股(下称“优先股”)是一种介于普通股和债券之间的混合型证券。优先股在资产负债表上，归类为负债，且以公允价值计量。换言之，由于公司业绩和估值的上升，优先股的价值增长，反而在财务上体现为负债增加。（国际金融报）","content":"<div>\n<p>8月25日，快手揭晓了2021年上半年及第二季度业绩。\n财报显示，2021年第二季度，快手实现营业收入为191.38亿元，同比增长48.8%，同期净亏损为70.4亿元，相较去年同期的376亿元收窄81.3%。\n整体来看，2021年上半年，快手实现营业收入362亿元，同比上涨42.8%，净亏损则高达648亿元，同比收窄4.9%。据此计算，今年上半年，快手日均亏损额超过3.5亿元。\n近年来，短视频赛道...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202108262064877482_0.html\">Web Link</a>\n\n</div>\n","source":"eastmoney_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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}\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日亏3.5个亿！快手上半年巨亏648亿元 “元凶”是它\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-26 09:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202108262064877482_0.html><strong>国际金融报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月25日，快手揭晓了2021年上半年及第二季度业绩。\n财报显示，2021年第二季度，快手实现营业收入为191.38亿元，同比增长48.8%，同期净亏损为70.4亿元，相较去年同期的376亿元收窄81.3%。\n整体来看，2021年上半年，快手实现营业收入362亿元，同比上涨42.8%，净亏损则高达648亿元，同比收窄4.9%。据此计算，今年上半年，快手日均亏损额超过3.5亿元。\n近年来，短视频赛道...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202108262064877482_0.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0f3ec872fdbb6fb41fb4018d22ea4677","relate_stocks":{"01024":"快手-W"},"source_url":"http://finance.eastmoney.com/a/202108262064877482_0.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162052252","content_text":"8月25日，快手揭晓了2021年上半年及第二季度业绩。\n财报显示，2021年第二季度，快手实现营业收入为191.38亿元，同比增长48.8%，同期净亏损为70.4亿元，相较去年同期的376亿元收窄81.3%。\n整体来看，2021年上半年，快手实现营业收入362亿元，同比上涨42.8%，净亏损则高达648亿元，同比收窄4.9%。据此计算，今年上半年，快手日均亏损额超过3.5亿元。\n近年来，短视频赛道发展迅猛，作为领域龙头之一，自今年2月上市以来，快手一直备受关注，因此，上半年亏损超600亿消息出来后，迅速引发市场关注。\n日亏3.5个亿\n今年第二季度，快手线上营销服务收入同比增长156.2%至99.6亿元。上半年，该项业务的整体收入为185.2亿元，较去年同期的71.6亿元大幅增长158.7%。从收入占比来看，线上营销服务收入已经取代直播成为快手的第一大主营业务，占比由去年上半年的28%大幅提升至51%。\n相比之下，快手的直播业务则出现下滑。具体来看，第二季度实现收入71.9亿元，同比下降13.8%，上半年整体收入为144.4亿元，同比下滑16.8%。\n此外，包括电商在内的其他服务收入今年上半年创收31.9亿元，大幅增长293.8%。据财报披露，今年上半年，平台电商交易总额达到2639.6亿元，约为去年同期的2.5倍。其中，快手小店作为快手电商业务的闭环模式，对电商交易总额的贡献率从2020年同期的66.4%增长至2021年第二季度的90.7%。\n用户数据方面，快手平均日活跃用户同比增长11.9%至2.932亿人，日均使用时长达到106.9分钟，同比增长25.2%。截至2021年第二季度末，快手互关用户对数达126亿对，同比增长60%。另外，海外市场月活跃用户已超过1.8亿人。\n那么，究竟是什么导致了快手出现巨亏？\n财报显示，由于2021年2月完成首次公开发售，因此2021年第二季度的可转换可赎回优先股公允价值变动为0，而一季度录得亏损近513亿元，这直接导致上半年账面亏损共计648亿元。\n据了解，可转换可赎回优先股(下称“优先股”)是一种介于普通股和债券之间的混合型证券。优先股在资产负债表上，归类为负债，且以公允价值计量。换言之，由于公司业绩和估值的上升，优先股的价值增长，反而在财务上体现为负债增加。\n不过，若不考虑优先股的公允价值变动及以股份为基础的薪酬开支，今年上半年，快手的经调整净亏损仍达到96.9亿元，同比扩大54.2%。\n对于快手的持续亏损，IT产业时评人张书乐在接受《国际金融报》记者采访时表示，“短视频各平台内容上的同质化、用户维度的泛大众化越发明显，快手和抖音的内容差异、用户差异也几近为零，这逼迫快手只能用烧钱的方式确保自身和抖音之间的差距不被扩大，并探索新的护城河，如农产品带货等，这给快手带来了极大的资金压力，也进而造成了一定的亏损。”\n市值半年缩水1.4万亿港元\n作为短视频赛道的龙头之一，快手自官宣上市之日起便备受关注。彼时，快手还创下了港股史上申购人数最多的IPO纪录，不少投资者手握现金，争先恐后地上车。\n上市之初，快手的股价连续飙升，市值一度突破1.7万亿港元，成为中国第五大互联网上市公司，造就了资本市场的又一个造富神话。\n然而，好景不长，在股价达到417.8港元的峰值之后，快手便进入下跌通道。截至8月25日收盘，快手报77.5港元，较顶点时期相比降幅达80%以上，总市值缩水1.4万亿港元。\n值得一提的是，似是为了回应股价震荡的质疑声，8月6日，快手日报官方微信公众号推送了一条题为“潮起潮落是什么都不为”的推文。文中，快手以歌单的形式写道：“朋友，冷静面对非理性震荡，潮起潮落是什么都不为，明天会更好。”文末，快手还强调了“长期主义”，并配以近千个“长”字。\n在业内人士看来，此前的市场过于疯狂，快手市值的走低是回归常态的表现。\n张书乐告诉记者，现在短视频领域基本处在剩者为王的状态，头部基本被抖音、快手和微信视频号锁定，其盈利模式也基本显现，且转换率在用户密度和用户维度都极大的情况下较传统内容分发平台要高。\n“但快手过去走土味的差异化模式却难以为继。”张书乐直言，如果不能走出同质化状态，快手将变成一个高仿版抖音，并在赢家通吃的互联网游戏规则中逐步被抖音拉开差距，因此其市值走低也说明资本市场对其“失望”，也是一个合理的市场认知和对其现状的较准确估算。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":835112522,"gmtCreate":1629693073566,"gmtModify":1629693073566,"author":{"id":"3504005467262804","authorId":"3504005467262804","name":"愿仗剑走天涯","avatar":"https://static.tigerbbs.com/955252145e76f8af604658ce25b7a84a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3504005467262804","idStr":"3504005467262804"},"themes":[],"htmlText":"毕竟有些大佬的钱被套了，机构能帮一把就帮一把不是？至于你阿里的股价，他们才不管呢[龇牙]&nbsp;[龇牙]&nbsp;[龇牙]&nbsp;","listText":"毕竟有些大佬的钱被套了，机构能帮一把就帮一把不是？至于你阿里的股价，他们才不管呢[龇牙]&nbsp;[龇牙]&nbsp;[龇牙]&nbsp;","text":"毕竟有些大佬的钱被套了，机构能帮一把就帮一把不是？至于你阿里的股价，他们才不管呢[龇牙] [龇牙] [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/835112522","repostId":"2161474406","repostType":4,"repost":{"id":"2161474406","pubTimestamp":1629684482,"share":"https://www.laohu8.com/m/news/2161474406?lang=&edition=full","pubTime":"2021-08-23 10:08","market":"hk","language":"zh","title":"阿里被近70%外资机构“看多”，抄底机会来了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2161474406","media":"证券市场红周刊","summary":"受监管阴影等因素影响的互联网电商巨头——阿里巴巴，股价不断创下年内新低，市值大幅缩水。但据阿里的美股二季度机构持仓来看，在1757家持仓机构中，约7成机构给予了阿里“赞成票”，对于阿里的未来预期，机构","content":"<p>受监管阴影等因素影响的互联网电商巨头——<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>，股价不断创下年内新低，市值大幅缩水。但据阿里的美股二季度机构持仓来看，在1757家持仓机构中，约7成机构给予了阿里“赞成票”，对于阿里的未来预期，机构的态度远未“如此悲观。” 在机构来看，受“监管导致的偏好下降”已获充分反映，另有观点认为，阿里“目前估值已经颇具吸引力”，但“抄底时机”还为时尚早。</p>\n<p><b>二季度外资机构近7成“看多”阿里</b></p>\n<p><b><a href=\"https://laohu8.com/S/GS\">高盛</a>、施罗德、摩根等机构增持</b></p>\n<p>截至美东时间8月19日收盘（下同），美股机构披露的持仓数据显示，二季度，机构对阿里的调仓整体偏“乐观”。</p>\n<p>如13F最新披露数据显示，截至二季度末，共有1757家机构持仓阿里，与第一季度1749家的持仓数量基本持平。进一步来看，在二季度1757家持仓阿里机构中，给予增持、持仓未变、新进的机构家数分别为703、245、248，合计为1196家，占二季度持仓阿里机构比例为68%。与之相对，减持、清仓的机构分别为561、240家。</p>\n<p>受股价重挫影响，二季度末，机构持仓阿里的总市值为1495亿美元，该持仓市值水平已经降至近五个季度最低水平。此外，机构的持仓占比也在不断下降，最新的持股比例为24.34%。</p>\n<p>纵向对比来看，截至2020-6-30，机构持仓阿里占比为44.11%，持仓市值为2552亿美元；截至2020-09-30，机构持仓阿里占比和市值分别为40.73%与3212亿美元；截至2020-12-31，持股占比和市值分别为36.19%与2283亿美元；截至2021-3-30则分别为32.55%与2000亿美元。</p>\n<p>图1 机构近五个季度持仓阿里</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164254152v1546m6vw5iwjn6\" tg-width=\"960\" tg-height=\"565\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源：Wind</p>\n<p>从增持名单来看，高盛（GOLDMAN SACHS GROUP INC）目前持仓阿里市值最高，达69亿美元，二季度，高盛增仓阿里23.86%，目前，为高盛二季度第五大重仓股。（注：高盛二季度总持仓市值为4463亿美元）</p>\n<p>值得一提的是，高盛对阿里的增持并非短期动作，而是“长情行为”。据Wind数据显示，曾在2014年3季度，高盛即建仓阿里，当时持仓仅23,032.2万美元，截至今年2季度末，已连续持仓达25个季度，且在其间不断增仓。</p>\n<p>图2 高盛持仓阿里巴巴</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164304962v1549gnmmmnlcik\" tg-width=\"794\" tg-height=\"230\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源：Wind</p>\n<p>另外，二季度对阿里进行增持且持仓市值居前的公司还包括SCHRODER INVESTMENT MANAGEMENT GROUP（施罗德投资管理集团）、MORGAN STANLEY（<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>）、PRIMECAP管理公司等。</p>\n<p>表1 二季度主要增仓阿里机构（部分）</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164305849v154jrxrz96v7ym\" tg-width=\"588\" tg-height=\"884\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源：Wind</p>\n<p>与之相对，二季度，共有561家机构对阿里进行了减仓。统计显示，减仓幅度＜20%的公司332家，减仓幅度在20%~50%的公司有136家。减仓幅度＞50%的机构有93家，其中有39家机构减仓超过80%，如BLACKROCK INC.（<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>）减仓达88.28 %，持仓市值由今年一季度末的190.1亿美元降至22.3亿美元。此外，STATE STREET CORP（美国<a href=\"https://laohu8.com/S/STT\">道富银行</a>）减仓幅度同样高达86.23 %；</p>\n<p>表2 二季度主要减仓阿里机构（部分）</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164312662v154fvtq2a3wmt8\" tg-width=\"633\" tg-height=\"835\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源：Wind</p>\n<p><b>股价“腰斩”市值缩水超4000亿美元</b></p>\n<p>“监管”充分反映估值已具“吸引力</p>\n<p>截至美东时间8月19日收盘，阿里巴巴(BABA.US)当日重挫6.85%，刷新年内新低，今年以来，阿里累计跌幅已经达到了31%。而自去年10月27日高点至今，累计跌幅已近50%，几近“腰斩”。</p>\n<p>图3 阿里股价表现</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164323739v154cu4vh1o2d6g\" tg-width=\"1080\" tg-height=\"471\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源：Wind</p>\n<p>伴随股价下跌，阿里市值大幅缩水。目前来看，阿里最新市值为约4364亿美元，相较于年初6243亿美元缩水1879亿美元，相较于去年10月27日高点8507亿美元市值缩水4143亿美元。</p>\n<p>图4 阿里市值变化（亿美元）</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164325203v154avjz8v2h2jh\" tg-width=\"803\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源：Wind</p>\n<p>进一步来看，阿里估值水平也出现进一步下降。今年以来，阿里估值多保持在20倍~30倍之间，最新估值仅在20倍左右。</p>\n<p>图5 阿里估值水平变化</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164331028v15445zmhdffl5o\" tg-width=\"814\" tg-height=\"301\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源：Wind</p>\n<p><b>阿里长线投资价值逐步凸显</b></p>\n<p><b>但不建议贸然“抄底”</b></p>\n<p>与二季度多数投资机构对阿里持有“积极态度”相通，券商也同样给予阿里“乐观预判”。</p>\n<p>如<a href=\"https://laohu8.com/S/600030\">中信证券</a>，据其8月上旬发布的研究报告指出，阿里巴巴发布FY2022Q1业绩，核心商业稳健增长，其认为，股价经过持续调整，已反映公司新业务投入对业绩增长影响的悲观预期，及监管风险带来的估值偏好下降。而伴随着阿里巴巴新业务的不断推进，公司的技术和服务能力呈现明显提升态势，公司依然具有较好的相对竞争优势，维持对公司中长期发展的乐观判断。</p>\n<p><a href=\"https://laohu8.com/S/600999\">招商证券</a>(香港) 认为，由于监管机构禁止通过价格倾销来促销，竞争环境变得更加公平，而阿里的优势如充足的现金储备，以及强大的供应链能力（如<a href=\"https://laohu8.com/S/06808\">高鑫零售</a>在生鲜、快消品类的供给）则更能被凸显。此外，阿里承诺将着眼于长期价值，并将加大在供应链、履约能力和基础设施上的投入。</p>\n<p>有观点认为，阿里“目前估值已经颇具吸引力”，但“抄底时机”还为时尚早。如雪球大V@陈达美股投资表示，阿里的估值创新低，“但不会贸然抄底...”。</p>\n<p>而从《红周刊》采访的多位投资人反馈来看，对于阿里的长期投资价值 ，“看多”的占绝大多数，但短期而言，风险偏好降低带来的波动或仍将持续。</p>\n<p>这也可能就会导致，虽然投资需要“做时间的朋友”是个人尽皆知的良言，但实操中真正能做到的可能仍是少数。</p>","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>阿里被近70%外资机构“看多”，抄底机会来了？</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阿里被近70%外资机构“看多”，抄底机会来了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 10:08 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108221643477c31a0c8&s=b><strong>证券市场红周刊</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>受监管阴影等因素影响的互联网电商巨头——阿里巴巴，股价不断创下年内新低，市值大幅缩水。但据阿里的美股二季度机构持仓来看，在1757家持仓机构中，约7成机构给予了阿里“赞成票”，对于阿里的未来预期，机构的态度远未“如此悲观。” 在机构来看，受“监管导致的偏好下降”已获充分反映，另有观点认为，阿里“目前估值已经颇具吸引力”，但“抄底时机”还为时尚早。\n二季度外资机构近7成“看多”阿里\n高盛、施罗德、...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108221643477c31a0c8&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108221643477c31a0c8&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2161474406","content_text":"受监管阴影等因素影响的互联网电商巨头——阿里巴巴，股价不断创下年内新低，市值大幅缩水。但据阿里的美股二季度机构持仓来看，在1757家持仓机构中，约7成机构给予了阿里“赞成票”，对于阿里的未来预期，机构的态度远未“如此悲观。” 在机构来看，受“监管导致的偏好下降”已获充分反映，另有观点认为，阿里“目前估值已经颇具吸引力”，但“抄底时机”还为时尚早。\n二季度外资机构近7成“看多”阿里\n高盛、施罗德、摩根等机构增持\n截至美东时间8月19日收盘（下同），美股机构披露的持仓数据显示，二季度，机构对阿里的调仓整体偏“乐观”。\n如13F最新披露数据显示，截至二季度末，共有1757家机构持仓阿里，与第一季度1749家的持仓数量基本持平。进一步来看，在二季度1757家持仓阿里机构中，给予增持、持仓未变、新进的机构家数分别为703、245、248，合计为1196家，占二季度持仓阿里机构比例为68%。与之相对，减持、清仓的机构分别为561、240家。\n受股价重挫影响，二季度末，机构持仓阿里的总市值为1495亿美元，该持仓市值水平已经降至近五个季度最低水平。此外，机构的持仓占比也在不断下降，最新的持股比例为24.34%。\n纵向对比来看，截至2020-6-30，机构持仓阿里占比为44.11%，持仓市值为2552亿美元；截至2020-09-30，机构持仓阿里占比和市值分别为40.73%与3212亿美元；截至2020-12-31，持股占比和市值分别为36.19%与2283亿美元；截至2021-3-30则分别为32.55%与2000亿美元。\n图1 机构近五个季度持仓阿里\n\n数据来源：Wind\n从增持名单来看，高盛（GOLDMAN SACHS GROUP INC）目前持仓阿里市值最高，达69亿美元，二季度，高盛增仓阿里23.86%，目前，为高盛二季度第五大重仓股。（注：高盛二季度总持仓市值为4463亿美元）\n值得一提的是，高盛对阿里的增持并非短期动作，而是“长情行为”。据Wind数据显示，曾在2014年3季度，高盛即建仓阿里，当时持仓仅23,032.2万美元，截至今年2季度末，已连续持仓达25个季度，且在其间不断增仓。\n图2 高盛持仓阿里巴巴\n\n数据来源：Wind\n另外，二季度对阿里进行增持且持仓市值居前的公司还包括SCHRODER INVESTMENT MANAGEMENT GROUP（施罗德投资管理集团）、MORGAN STANLEY（摩根士丹利）、PRIMECAP管理公司等。\n表1 二季度主要增仓阿里机构（部分）\n\n数据来源：Wind\n与之相对，二季度，共有561家机构对阿里进行了减仓。统计显示，减仓幅度＜20%的公司332家，减仓幅度在20%~50%的公司有136家。减仓幅度＞50%的机构有93家，其中有39家机构减仓超过80%，如BLACKROCK INC.（贝莱德）减仓达88.28 %，持仓市值由今年一季度末的190.1亿美元降至22.3亿美元。此外，STATE STREET CORP（美国道富银行）减仓幅度同样高达86.23 %；\n表2 二季度主要减仓阿里机构（部分）\n\n数据来源：Wind\n股价“腰斩”市值缩水超4000亿美元\n“监管”充分反映估值已具“吸引力\n截至美东时间8月19日收盘，阿里巴巴(BABA.US)当日重挫6.85%，刷新年内新低，今年以来，阿里累计跌幅已经达到了31%。而自去年10月27日高点至今，累计跌幅已近50%，几近“腰斩”。\n图3 阿里股价表现\n\n数据来源：Wind\n伴随股价下跌，阿里市值大幅缩水。目前来看，阿里最新市值为约4364亿美元，相较于年初6243亿美元缩水1879亿美元，相较于去年10月27日高点8507亿美元市值缩水4143亿美元。\n图4 阿里市值变化（亿美元）\n\n数据来源：Wind\n进一步来看，阿里估值水平也出现进一步下降。今年以来，阿里估值多保持在20倍~30倍之间，最新估值仅在20倍左右。\n图5 阿里估值水平变化\n\n数据来源：Wind\n阿里长线投资价值逐步凸显\n但不建议贸然“抄底”\n与二季度多数投资机构对阿里持有“积极态度”相通，券商也同样给予阿里“乐观预判”。\n如中信证券，据其8月上旬发布的研究报告指出，阿里巴巴发布FY2022Q1业绩，核心商业稳健增长，其认为，股价经过持续调整，已反映公司新业务投入对业绩增长影响的悲观预期，及监管风险带来的估值偏好下降。而伴随着阿里巴巴新业务的不断推进，公司的技术和服务能力呈现明显提升态势，公司依然具有较好的相对竞争优势，维持对公司中长期发展的乐观判断。\n招商证券(香港) 认为，由于监管机构禁止通过价格倾销来促销，竞争环境变得更加公平，而阿里的优势如充足的现金储备，以及强大的供应链能力（如高鑫零售在生鲜、快消品类的供给）则更能被凸显。此外，阿里承诺将着眼于长期价值，并将加大在供应链、履约能力和基础设施上的投入。\n有观点认为，阿里“目前估值已经颇具吸引力”，但“抄底时机”还为时尚早。如雪球大V@陈达美股投资表示，阿里的估值创新低，“但不会贸然抄底...”。\n而从《红周刊》采访的多位投资人反馈来看，对于阿里的长期投资价值 ，“看多”的占绝大多数，但短期而言，风险偏好降低带来的波动或仍将持续。\n这也可能就会导致，虽然投资需要“做时间的朋友”是个人尽皆知的良言，但实操中真正能做到的可能仍是少数。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":892035726,"gmtCreate":1628609981665,"gmtModify":1628609981665,"author":{"id":"3504005467262804","authorId":"3504005467262804","name":"愿仗剑走天涯","avatar":"https://static.tigerbbs.com/955252145e76f8af604658ce25b7a84a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3504005467262804","idStr":"3504005467262804"},"themes":[],"htmlText":"从今天开始持有，若干年后，你手上拿的就是苹果。","listText":"从今天开始持有，若干年后，你手上拿的就是苹果。","text":"从今天开始持有，若干年后，你手上拿的就是苹果。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892035726","repostId":"1175670496","repostType":4,"repost":{"id":"1175670496","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":1628606465,"share":"https://www.laohu8.com/m/news/1175670496?lang=&edition=full","pubTime":"2021-08-10 22:41","market":"other","language":"zh","title":"雷军：小米赠送首批用户1999元红包约3.7亿","url":"https://stock-news.laohu8.com/highlight/detail?id=1175670496","media":"老虎资讯综合","summary":"雷军：我们正式决定，向小米手机首批18.46万用户，每人赠送1999元红包。1999元红包，代表了小米三万六千名员工感恩的心，我们会永远感恩所有帮助过我们的米粉朋友们和合作伙伴们。\n\n8月10日晚间消","content":"<blockquote>\n 雷军：我们正式决定，向小米手机首批18.46万用户，每人赠送1999元红包。1999元红包，代表了小米三万六千名员工感恩的心，我们会永远感恩所有帮助过我们的米粉朋友们和合作伙伴们。\n</blockquote>\n<p>8月10日晚间消息，在今日举行的2021雷军年度演讲暨小米秋季新品发布会上，小米发布了MIX4、小米平板5等多款新品。</p>\n<p>雷军透露，十年前小米1开售，1999元，18.46万台，3.7亿元，这是小米的第一笔收入。有了这一笔收入，小米才能滚动发展，才有了今天的世界500强和全球第二。</p>\n<p>他宣布，向小米手机1用户每人赠送1999元红包。“这代表了小米三万六千名员工感恩的心，我们会永远感恩所有帮助过我们的米粉朋友们和合作伙伴们。”雷军说。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>雷军：小米赠送首批用户1999元红包约3.7亿</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雷军：小米赠送首批用户1999元红包约3.7亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-10 22:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 雷军：我们正式决定，向小米手机首批18.46万用户，每人赠送1999元红包。1999元红包，代表了小米三万六千名员工感恩的心，我们会永远感恩所有帮助过我们的米粉朋友们和合作伙伴们。\n</blockquote>\n<p>8月10日晚间消息，在今日举行的2021雷军年度演讲暨小米秋季新品发布会上，小米发布了MIX4、小米平板5等多款新品。</p>\n<p>雷军透露，十年前小米1开售，1999元，18.46万台，3.7亿元，这是小米的第一笔收入。有了这一笔收入，小米才能滚动发展，才有了今天的世界500强和全球第二。</p>\n<p>他宣布，向小米手机1用户每人赠送1999元红包。“这代表了小米三万六千名员工感恩的心，我们会永远感恩所有帮助过我们的米粉朋友们和合作伙伴们。”雷军说。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bb44f0df3fb7312ee913474e800cc495","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175670496","content_text":"雷军：我们正式决定，向小米手机首批18.46万用户，每人赠送1999元红包。1999元红包，代表了小米三万六千名员工感恩的心，我们会永远感恩所有帮助过我们的米粉朋友们和合作伙伴们。\n\n8月10日晚间消息，在今日举行的2021雷军年度演讲暨小米秋季新品发布会上，小米发布了MIX4、小米平板5等多款新品。\n雷军透露，十年前小米1开售，1999元，18.46万台，3.7亿元，这是小米的第一笔收入。有了这一笔收入，小米才能滚动发展，才有了今天的世界500强和全球第二。\n他宣布，向小米手机1用户每人赠送1999元红包。“这代表了小米三万六千名员工感恩的心，我们会永远感恩所有帮助过我们的米粉朋友们和合作伙伴们。”雷军说。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":899034454,"gmtCreate":1628141401578,"gmtModify":1628141401578,"author":{"id":"3504005467262804","authorId":"3504005467262804","name":"愿仗剑走天涯","avatar":"https://static.tigerbbs.com/955252145e76f8af604658ce25b7a84a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3504005467262804","idStr":"3504005467262804"},"themes":[],"htmlText":"快手不太可能做起来，这个公司终究是个过渡阶段的昙花一现。","listText":"快手不太可能做起来，这个公司终究是个过渡阶段的昙花一现。","text":"快手不太可能做起来，这个公司终究是个过渡阶段的昙花一现。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899034454","repostId":"1189214910","repostType":2,"repost":{"id":"1189214910","pubTimestamp":1628081110,"share":"https://www.laohu8.com/m/news/1189214910?lang=&edition=full","pubTime":"2021-08-04 20:45","market":"hk","language":"zh","title":"股票解禁前夜，跟快手几位员工聊了聊：走，还是留？","url":"https://stock-news.laohu8.com/highlight/detail?id=1189214910","media":"开柒","summary":"解禁后怎么处理股票，既要对现实回报进行考量，也要个人对公司发展趋势做出预判。","content":"<p>话说，最近好多互联网大厂都处于风口浪尖，股价震荡，员工们也都有些心有戚戚然。而其中，快手的童鞋们估计也是纠结的代表——眼看着禁售期马上结束了，但当前的快手股价却远不及预期。</p>\n<p>当然，快手的下跌也不是个例，大环境如此嘛。环顾互联网行业整体，从二级市场的反馈来看并不平静。7月27日，恒生指数下跌超过4%，互联网股集中的恒生科技指数大跌7.97%，创出该指数发布以来史上最大单日跌幅。</p>\n<p><img src=\"https://static.tigerbbs.com/8ce7fc1c88b321e90886c2b7c303250b\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>八姐恰好有几个在快手的盆友，俺也趁机安慰了一下他们。有的快手盆友说，说不郁闷是假的。毕竟，在业务基本面稳定的情况下，总觉得快手应该匹配更好的市值，万万没想到市场的降温来得这么快。</p>\n<p>不过，几乎八姐询问的所有童鞋都说，他们并不着急卖股票，毕竟，现在快手的股价低得超过了他们心理预期，基于对公司中长期发展的预判，可以再等等。</p>\n<p>当然，也有快手的盆友过来纠结的问八姐：你说，公司股价不会一路再向下吧？八姐也不是神仙，不过，俺觉得吧，正常来说，所有的美股和港股上市公司都会有“解禁低迷期”，也就是说，在180天的解禁前后，会出现股价的低迷，甚至这种低迷会持续到解禁后的半年。但只要公司基本面向好，长期来看，公司股价仍有上涨空间。</p>\n<p><img src=\"https://static.tigerbbs.com/ee90e1cd21c433c51583304cc9925217\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>以同样在港股上市的小米为例，小米是2018年7月9日上市的，当时发行价18港元，而到了半年后的解禁日，小米股价创下上市以来新低，以11.1港元收盘，解禁次日，盘中触及上市以来股价最低点9.44港币。甚至，在随后的整个2019年一整年，股价继续低迷。八姐记得，当时俺跟小米的童鞋吃饭，一大揶揄的话题就是，你看看，你拼死拼活的好几年996，拿到的股票还不够在北五环买个房子的。</p>\n<p>但小米在去年开始了猛涨，一度较发行价涨了一倍多，即便近期股价调整后，也较发行价高出50%。所以，八姐觉得，不要郁闷，只要拿得住股票，做价值投资，没准哪天你又赚大了。</p>\n<p><img src=\"https://static.tigerbbs.com/ba2e3e1ba204d89af7c2afa60b0be6bd\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>（小米股价走势图）</p>\n<p>而且就快手的员工股票而言，参照IPO时的招股书信息来看（除高管外的普通员工）约有7015名普通员工，获得4.23亿股购股权，平均下来每人约可获得6万股的回报，即便是按照现在的股价，那平均每人也是超过500万元。考虑到归属时间、离职等因素导致的未完全归属情形，解禁后并不意味着这些股票马上就能变现，但长期来看，仍是一笔比较可观的回报。所以，别着急。</p>\n<p>从外界对快手二季度的业绩预期来看，当前快手处在用户增长淡季，&nbsp;&nbsp;营销费用预计仍会维持在较高水平。但与此同时，八姐觉得，还应当拉长时间线向后看。</p>\n<p>比如，在用户增长方面，快手二季度活跃用户增长放缓可能与一季度春节拉新增长高强相关，但在第三季度，快手在奥运方面的投入可能令其获得更多的新增用户。</p>\n<p><img src=\"https://static.tigerbbs.com/5082e7fab8a2404dedc71564b576fba6\" tg-width=\"1080\" tg-height=\"1045\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>再比如，快手的电商、广告业务发展的巨大增长潜力。投行杰富瑞（Jeffries）就在研报中指出，从长期发展来看，公域的扩容十分关键。受益于线上营销及电商业务的强劲增长动力，预计快手二季度总收入同比将增长44%至186亿元人民币。今年一季度，快手财报数据显示，线上营销服务收入为86亿元，对总收入的贡献占比首次超过50%。这一趋势有望在二季度延续。</p>\n<p>另外，快手的海外增长也值得关注，尽管快手在海外部分的投入，被不少分析者认为令快手亏损扩大，但在对快手整体价值进行预估的时候，不少人却忽略了海外的成长空间。中金等机构分析认为，当前海外短视频渗透率不及国内，面临相对宽松的竞争环境，快手将因地制宜，通过特定内容矩阵吸引目标用户，并基于内容实现“破圈”。</p>\n<p>总之，八姐觉得吧，解禁后怎么处理股票，既要对现实回报进行考量，也要个人对公司发展趋势做出预判。</p>\n<p>不久前，QM刚刚发布了半年报告，截止2021年6月，短视频APP行业月活跃用户规模排名中，抖音、快手、快手极速版、抖音极速版分别占据前四。在一个非“赢家通吃”的竞争市场，快手的机会还是很大的。</p>\n<p>受到市场传言等各种因素影响，快手当前的市值仅为580亿美元上下，八姐认为，这个价格真心不算高啊。对于快手的童鞋来说，说不定一年后再来看，把股票留着才是一个正确的决定。</p>","source":"kq","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>股票解禁前夜，跟快手几位员工聊了聊：走，还是留？</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股票解禁前夜，跟快手几位员工聊了聊：走，还是留？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 20:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/MfeBQziNmMjdX-4YH8ByPQ><strong>开柒</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>话说，最近好多互联网大厂都处于风口浪尖，股价震荡，员工们也都有些心有戚戚然。而其中，快手的童鞋们估计也是纠结的代表——眼看着禁售期马上结束了，但当前的快手股价却远不及预期。\n当然，快手的下跌也不是个例，大环境如此嘛。环顾互联网行业整体，从二级市场的反馈来看并不平静。7月27日，恒生指数下跌超过4%，互联网股集中的恒生科技指数大跌7.97%，创出该指数发布以来史上最大单日跌幅。\n\n八姐恰好有几个在...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/MfeBQziNmMjdX-4YH8ByPQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3755fdda80ee4878d06bf1bcbfdbf496","relate_stocks":{"01024":"快手-W"},"source_url":"https://mp.weixin.qq.com/s/MfeBQziNmMjdX-4YH8ByPQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189214910","content_text":"话说，最近好多互联网大厂都处于风口浪尖，股价震荡，员工们也都有些心有戚戚然。而其中，快手的童鞋们估计也是纠结的代表——眼看着禁售期马上结束了，但当前的快手股价却远不及预期。\n当然，快手的下跌也不是个例，大环境如此嘛。环顾互联网行业整体，从二级市场的反馈来看并不平静。7月27日，恒生指数下跌超过4%，互联网股集中的恒生科技指数大跌7.97%，创出该指数发布以来史上最大单日跌幅。\n\n八姐恰好有几个在快手的盆友，俺也趁机安慰了一下他们。有的快手盆友说，说不郁闷是假的。毕竟，在业务基本面稳定的情况下，总觉得快手应该匹配更好的市值，万万没想到市场的降温来得这么快。\n不过，几乎八姐询问的所有童鞋都说，他们并不着急卖股票，毕竟，现在快手的股价低得超过了他们心理预期，基于对公司中长期发展的预判，可以再等等。\n当然，也有快手的盆友过来纠结的问八姐：你说，公司股价不会一路再向下吧？八姐也不是神仙，不过，俺觉得吧，正常来说，所有的美股和港股上市公司都会有“解禁低迷期”，也就是说，在180天的解禁前后，会出现股价的低迷，甚至这种低迷会持续到解禁后的半年。但只要公司基本面向好，长期来看，公司股价仍有上涨空间。\n\n以同样在港股上市的小米为例，小米是2018年7月9日上市的，当时发行价18港元，而到了半年后的解禁日，小米股价创下上市以来新低，以11.1港元收盘，解禁次日，盘中触及上市以来股价最低点9.44港币。甚至，在随后的整个2019年一整年，股价继续低迷。八姐记得，当时俺跟小米的童鞋吃饭，一大揶揄的话题就是，你看看，你拼死拼活的好几年996，拿到的股票还不够在北五环买个房子的。\n但小米在去年开始了猛涨，一度较发行价涨了一倍多，即便近期股价调整后，也较发行价高出50%。所以，八姐觉得，不要郁闷，只要拿得住股票，做价值投资，没准哪天你又赚大了。\n\n（小米股价走势图）\n而且就快手的员工股票而言，参照IPO时的招股书信息来看（除高管外的普通员工）约有7015名普通员工，获得4.23亿股购股权，平均下来每人约可获得6万股的回报，即便是按照现在的股价，那平均每人也是超过500万元。考虑到归属时间、离职等因素导致的未完全归属情形，解禁后并不意味着这些股票马上就能变现，但长期来看，仍是一笔比较可观的回报。所以，别着急。\n从外界对快手二季度的业绩预期来看，当前快手处在用户增长淡季，  营销费用预计仍会维持在较高水平。但与此同时，八姐觉得，还应当拉长时间线向后看。\n比如，在用户增长方面，快手二季度活跃用户增长放缓可能与一季度春节拉新增长高强相关，但在第三季度，快手在奥运方面的投入可能令其获得更多的新增用户。\n\n再比如，快手的电商、广告业务发展的巨大增长潜力。投行杰富瑞（Jeffries）就在研报中指出，从长期发展来看，公域的扩容十分关键。受益于线上营销及电商业务的强劲增长动力，预计快手二季度总收入同比将增长44%至186亿元人民币。今年一季度，快手财报数据显示，线上营销服务收入为86亿元，对总收入的贡献占比首次超过50%。这一趋势有望在二季度延续。\n另外，快手的海外增长也值得关注，尽管快手在海外部分的投入，被不少分析者认为令快手亏损扩大，但在对快手整体价值进行预估的时候，不少人却忽略了海外的成长空间。中金等机构分析认为，当前海外短视频渗透率不及国内，面临相对宽松的竞争环境，快手将因地制宜，通过特定内容矩阵吸引目标用户，并基于内容实现“破圈”。\n总之，八姐觉得吧，解禁后怎么处理股票，既要对现实回报进行考量，也要个人对公司发展趋势做出预判。\n不久前，QM刚刚发布了半年报告，截止2021年6月，短视频APP行业月活跃用户规模排名中，抖音、快手、快手极速版、抖音极速版分别占据前四。在一个非“赢家通吃”的竞争市场，快手的机会还是很大的。\n受到市场传言等各种因素影响，快手当前的市值仅为580亿美元上下，八姐认为，这个价格真心不算高啊。对于快手的童鞋来说，说不定一年后再来看，把股票留着才是一个正确的决定。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":804667192,"gmtCreate":1627954661116,"gmtModify":1627954661116,"author":{"id":"3504005467262804","authorId":"3504005467262804","name":"愿仗剑走天涯","avatar":"https://static.tigerbbs.com/955252145e76f8af604658ce25b7a84a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3504005467262804","idStr":"3504005467262804"},"themes":[],"htmlText":"跟游戏没太大关系，欧美那么多游戏公司，也没见很多孩子沉迷。跟报复性熬夜类似，孩子沉迷游戏（尤其是我网游）更多的是对现实生活、学业压力的一种自我防御和保护，该考虑的是如何让他们快乐成长，快乐学习。","listText":"跟游戏没太大关系，欧美那么多游戏公司，也没见很多孩子沉迷。跟报复性熬夜类似，孩子沉迷游戏（尤其是我网游）更多的是对现实生活、学业压力的一种自我防御和保护，该考虑的是如何让他们快乐成长，快乐学习。","text":"跟游戏没太大关系，欧美那么多游戏公司，也没见很多孩子沉迷。跟报复性熬夜类似，孩子沉迷游戏（尤其是我网游）更多的是对现实生活、学业压力的一种自我防御和保护，该考虑的是如何让他们快乐成长，快乐学习。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/804667192","repostId":"1121813214","repostType":4,"isVote":1,"tweetType":1,"viewCount":2090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":173489844,"gmtCreate":1626679452488,"gmtModify":1626679452488,"author":{"id":"3504005467262804","authorId":"3504005467262804","name":"愿仗剑走天涯","avatar":"https://static.tigerbbs.com/955252145e76f8af604658ce25b7a84a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3504005467262804","idStr":"3504005467262804"},"themes":[],"htmlText":"<a 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Store上丰富的生态超生产力设备上迁移（统一M1芯片），windows则开始尝试WSL（windows subsystem Linux）再到现在的直接拿来Android，这个相反的方向能走得通吗，我们拭目以待[贱笑]。","listText":"这说明了一个趋势，早些年不论是macOS尝试跑在iPad/iPhone上，还是windows尝试跑在Arm上（还记得Surface早期系列吗）在方向上走不通，苹果开始选择将App Store上丰富的生态超生产力设备上迁移（统一M1芯片），windows则开始尝试WSL（windows subsystem Linux）再到现在的直接拿来Android，这个相反的方向能走得通吗，我们拭目以待[贱笑]。","text":"这说明了一个趋势，早些年不论是macOS尝试跑在iPad/iPhone上，还是windows尝试跑在Arm上（还记得Surface早期系列吗）在方向上走不通，苹果开始选择将App Store上丰富的生态超生产力设备上迁移（统一M1芯片），windows则开始尝试WSL（windows subsystem Linux）再到现在的直接拿来Android，这个相反的方向能走得通吗，我们拭目以待[贱笑]。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/126828712","repostId":"1182915557","repostType":4,"isVote":1,"tweetType":1,"viewCount":1350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":132557551,"gmtCreate":1622102713073,"gmtModify":1622102768827,"author":{"id":"3504005467262804","authorId":"3504005467262804","name":"愿仗剑走天涯","avatar":"https://static.tigerbbs.com/955252145e76f8af604658ce25b7a84a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3504005467262804","idStr":"3504005467262804"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>这个点儿做空小米？不是傻就是蠢。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>这个点儿做空小米？不是傻就是蠢。","text":"$小米集团-W(01810)$这个点儿做空小米？不是傻就是蠢。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/132557551","isVote":1,"tweetType":1,"viewCount":1472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":138556119,"gmtCreate":1621950779431,"gmtModify":1621950779431,"author":{"id":"3504005467262804","authorId":"3504005467262804","name":"愿仗剑走天涯","avatar":"https://static.tigerbbs.com/955252145e76f8af604658ce25b7a84a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3504005467262804","idStr":"3504005467262804"},"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/138556119","repostId":"1199482586","repostType":4,"repost":{"id":"1199482586","pubTimestamp":1621950223,"share":"https://www.laohu8.com/m/news/1199482586?lang=&edition=full","pubTime":"2021-05-25 21:43","market":"us","language":"zh","title":"Roblox深度报告：Metaverse第一股，元宇宙引领者","url":"https://stock-news.laohu8.com/highlight/detail?id=1199482586","media":" 风研海外","summary":"核心观点Roblox:游戏UGC平台的先驱者和领头人：全球最大的互动社区之一及大型多人游戏创作平台。通过游戏将全世界连接在一起，让任何人都能探索全球社区开发者建立的数千万个沉浸式 3D游戏，提供一个想","content":"<p><b>核心观点</b></p><p><b>Roblox:游戏UGC平台的先驱者和领头人</b>：全球最大的互动社区之一及大型多人游戏创作平台。通过游戏将全世界连接在一起，让任何人都能探索全球社区开发者建立的数千万个沉浸式 3D游戏，提供一个想象、创造以及与朋友同乐的空间。</p><p><b>高活跃度+高沉浸时长+稳定付费率提升</b>：Roblox如何做到？</p><p><b>UGC内容生态+社交属性构筑双飞轮效应</b></p><p>成长逻辑：</p><p><b>●DAU增长</b>，1）核心用户5-24岁渗透率持续增长；2）欧美以外的市场渗透率持续提升；<b>ARPU增长</b>，1）时间黏性+优质内容生态扩张驱动单用户收益提升；2）平均年龄提升提高付费水平</p><p><b>●DAU/流水预测：</b>保守预期下，25E DAU 8910万，同比增速15.3%，20-25E年CAGR 22.4%；25E 流水71.6亿美金，同比增长17.6%，20-25E年CAGR 30.6%；25E ABPDAU 80.3美金，同比增长2%。</p><p>第二增长曲线：</p><p>●1）<b>中国市场开发，25E有2.5亿-7.4亿Ebitda空间</b>。25E在核心用户TAM渗透率达到5%，对应1200万DAU，和$80.3 ABPDAU，对应9.7亿美金收入。</p><p>●2）<b>广告空间</b>，保守预期下，Roblox每小时广告收入$0.03，为社交媒体平均的1/5，对应<b>22亿广告收入，8.9亿广告Ebitda</b>；算上广告第二增长曲线后，25E Ebitda为2289，增长幅度63.2%，利润率为24.4%。中性预期下，Roblox每小时广告收入$0.05，为社交媒体平均40%，对应<b>44亿广告收入，17.7亿广告Ebitda</b>；算上广告第二增长曲线后，25E Ebitda为3175，增长幅度126.3%，利润率为33.9%。</p><p>●<b>以CPM验证广告空间</b>：保守预期下，Roblox CPM平均收费为$4.24，为社交媒体平均60% （考虑到使用时长和用户黏性，我们认为真实CPM收费会高于社交媒体平均），对应<b>21.7亿广告收入，8.7亿广告Ebitda</b>；算上广告第二增长曲线后，25E Ebitda为22.7，增长幅度61.9%，利润率为24.2%。</p><p><b><i>风险提示：内容生态构筑风险；未来UGC游戏平台面临竞争风险；测算DAU或ABPDAU增长不及预期- 1）变现能力提升不及预期2）用户扩张不及预期；第二增长曲线不及预期– 1）中国市场发展缓慢2）广告商业化进度缓慢</i></b><img src=\"https://static.tigerbbs.com/aaa2c8053a9ecb678f3a58c338dc50b9\" tg-width=\"1021\" tg-height=\"680\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/1752f87b813ecdc11e16caede086abfb\" tg-width=\"1021\" tg-height=\"680\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/4ff2e3bca2bf7ef8f115bf1c93452047\" tg-width=\"1021\" tg-height=\"680\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/a014dbd744e7db4af8375a141182bb9f\" tg-width=\"1021\" 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#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\">\nRoblox深度报告：Metaverse第一股，元宇宙引领者\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 21:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/MOwtFbDJfT4yEVjyVQcvSQ><strong> 风研海外</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>核心观点Roblox:游戏UGC平台的先驱者和领头人：全球最大的互动社区之一及大型多人游戏创作平台。通过游戏将全世界连接在一起，让任何人都能探索全球社区开发者建立的数千万个沉浸式 3D游戏，提供一个想象、创造以及与朋友同乐的空间。高活跃度+高沉浸时长+稳定付费率提升：Roblox如何做到？UGC内容生态+社交属性构筑双飞轮效应成长逻辑：●DAU增长，1）核心用户5-24岁渗透率持续增长；2）欧美...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/MOwtFbDJfT4yEVjyVQcvSQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/140fc6c1463a498e65d516de4ff7fe68","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/MOwtFbDJfT4yEVjyVQcvSQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199482586","content_text":"核心观点Roblox:游戏UGC平台的先驱者和领头人：全球最大的互动社区之一及大型多人游戏创作平台。通过游戏将全世界连接在一起，让任何人都能探索全球社区开发者建立的数千万个沉浸式 3D游戏，提供一个想象、创造以及与朋友同乐的空间。高活跃度+高沉浸时长+稳定付费率提升：Roblox如何做到？UGC内容生态+社交属性构筑双飞轮效应成长逻辑：●DAU增长，1）核心用户5-24岁渗透率持续增长；2）欧美以外的市场渗透率持续提升；ARPU增长，1）时间黏性+优质内容生态扩张驱动单用户收益提升；2）平均年龄提升提高付费水平●DAU/流水预测：保守预期下，25E DAU 8910万，同比增速15.3%，20-25E年CAGR 22.4%；25E 流水71.6亿美金，同比增长17.6%，20-25E年CAGR 30.6%；25E ABPDAU 80.3美金，同比增长2%。第二增长曲线：●1）中国市场开发，25E有2.5亿-7.4亿Ebitda空间。25E在核心用户TAM渗透率达到5%，对应1200万DAU，和$80.3 ABPDAU，对应9.7亿美金收入。●2）广告空间，保守预期下，Roblox每小时广告收入$0.03，为社交媒体平均的1/5，对应22亿广告收入，8.9亿广告Ebitda；算上广告第二增长曲线后，25E Ebitda为2289，增长幅度63.2%，利润率为24.4%。中性预期下，Roblox每小时广告收入$0.05，为社交媒体平均40%，对应44亿广告收入，17.7亿广告Ebitda；算上广告第二增长曲线后，25E Ebitda为3175，增长幅度126.3%，利润率为33.9%。●以CPM验证广告空间：保守预期下，Roblox CPM平均收费为$4.24，为社交媒体平均60% （考虑到使用时长和用户黏性，我们认为真实CPM收费会高于社交媒体平均），对应21.7亿广告收入，8.7亿广告Ebitda；算上广告第二增长曲线后，25E Ebitda为22.7，增长幅度61.9%，利润率为24.2%。风险提示：内容生态构筑风险；未来UGC游戏平台面临竞争风险；测算DAU或ABPDAU增长不及预期- 1）变现能力提升不及预期2）用户扩张不及预期；第二增长曲线不及预期– 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[贱笑]","images":[{"img":"https://static.tigerbbs.com/24209c508bb2b7fa5b4754076fc8102c","width":"828","height":"797"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/199038866","isVote":1,"tweetType":1,"viewCount":1811,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3513498855058562","authorId":"3513498855058562","name":"入水而深","avatar":"https://static.tigerbbs.com/30b644c79526908bc0a40a5cd89a6a67","crmLevel":3,"crmLevelSwitch":0,"idStr":"3513498855058562","authorIdStr":"3513498855058562"},"content":"答案只有两，因为有无数。真别以为是自己分析对","text":"答案只有两，因为有无数。真别以为是自己分析对","html":"答案只有两，因为有无数。真别以为是自己分析对"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":356226075,"gmtCreate":1616780671897,"gmtModify":1616780671897,"author":{"id":"3504005467262804","authorId":"3504005467262804","name":"愿仗剑走天涯","avatar":"https://static.tigerbbs.com/955252145e76f8af604658ce25b7a84a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3504005467262804","authorIdStr":"3504005467262804"},"themes":[],"htmlText":"<a 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[可爱]","images":[{"img":"https://static.tigerbbs.com/0a2c6f7260e98aea5d2eafa5a4cb44b9","width":"1125","height":"1265"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/607714650","isVote":1,"tweetType":1,"viewCount":3608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":126828712,"gmtCreate":1624551960736,"gmtModify":1624551960736,"author":{"id":"3504005467262804","authorId":"3504005467262804","name":"愿仗剑走天涯","avatar":"https://static.tigerbbs.com/955252145e76f8af604658ce25b7a84a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3504005467262804","authorIdStr":"3504005467262804"},"themes":[],"htmlText":"这说明了一个趋势，早些年不论是macOS尝试跑在iPad/iPhone上，还是windows尝试跑在Arm上（还记得Surface早期系列吗）在方向上走不通，苹果开始选择将App Store上丰富的生态超生产力设备上迁移（统一M1芯片），windows则开始尝试WSL（windows subsystem 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>这个点儿做空小米？不是傻就是蠢。","text":"$小米集团-W(01810)$这个点儿做空小米？不是傻就是蠢。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/132557551","isVote":1,"tweetType":1,"viewCount":1472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342124949,"gmtCreate":1618192230581,"gmtModify":1618192230581,"author":{"id":"3504005467262804","authorId":"3504005467262804","name":"愿仗剑走天涯","avatar":"https://static.tigerbbs.com/955252145e76f8af604658ce25b7a84a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3504005467262804","authorIdStr":"3504005467262804"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>很多人不理解为什么涨，打个比方，你犯了个大错，结果爹妈就拍了拍你的手心，说下次注意，你还不值得庆幸吗？180亿，呵呵，千金散去还复来，毛毛雨。","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>很多人不理解为什么涨，打个比方，你犯了个大错，结果爹妈就拍了拍你的手心，说下次注意，你还不值得庆幸吗？180亿，呵呵，千金散去还复来，毛毛雨。","text":"$阿里巴巴-SW(09988)$很多人不理解为什么涨，打个比方，你犯了个大错，结果爹妈就拍了拍你的手心，说下次注意，你还不值得庆幸吗？180亿，呵呵，千金散去还复来，毛毛雨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/342124949","isVote":1,"tweetType":1,"viewCount":1881,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3519172864245836","authorId":"3519172864245836","name":"第六天魇王","avatar":"https://static.tigerbbs.com/410fb525d267338cc3b714e7cb7918e4","crmLevel":2,"crmLevelSwitch":0,"idStr":"3519172864245836","authorIdStr":"3519172864245836"},"content":"然而**丝们把钱看的比命还重要，罚款=要了他们的命=要了阿里的命，这就是他们的逻辑","text":"然而**丝们把钱看的比命还重要，罚款=要了他们的命=要了阿里的命，这就是他们的逻辑","html":"然而**丝们把钱看的比命还重要，罚款=要了他们的命=要了阿里的命，这就是他们的逻辑"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373342006,"gmtCreate":1618825579205,"gmtModify":1618825579205,"author":{"id":"3504005467262804","authorId":"3504005467262804","name":"愿仗剑走天涯","avatar":"https://static.tigerbbs.com/955252145e76f8af604658ce25b7a84a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3504005467262804","authorIdStr":"3504005467262804"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>盘前虚晃一刀？","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>盘前虚晃一刀？","text":"$百度(BIDU)$盘前虚晃一刀？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/373342006","isVote":1,"tweetType":1,"viewCount":1913,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548933020546428","authorId":"3548933020546428","name":"tonychown","avatar":"https://static.tigerbbs.com/3c98ce006517da29c1850bcb1369b8fc","crmLevel":2,"crmLevelSwitch":0,"idStr":"3548933020546428","authorIdStr":"3548933020546428"},"content":"今天能大涨不？","text":"今天能大涨不？","html":"今天能大涨不？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":899034454,"gmtCreate":1628141401578,"gmtModify":1628141401578,"author":{"id":"3504005467262804","authorId":"3504005467262804","name":"愿仗剑走天涯","avatar":"https://static.tigerbbs.com/955252145e76f8af604658ce25b7a84a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3504005467262804","authorIdStr":"3504005467262804"},"themes":[],"htmlText":"快手不太可能做起来，这个公司终究是个过渡阶段的昙花一现。","listText":"快手不太可能做起来，这个公司终究是个过渡阶段的昙花一现。","text":"快手不太可能做起来，这个公司终究是个过渡阶段的昙花一现。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899034454","repostId":"1189214910","repostType":2,"repost":{"id":"1189214910","pubTimestamp":1628081110,"share":"https://www.laohu8.com/m/news/1189214910?lang=&edition=full","pubTime":"2021-08-04 20:45","market":"hk","language":"zh","title":"股票解禁前夜，跟快手几位员工聊了聊：走，还是留？","url":"https://stock-news.laohu8.com/highlight/detail?id=1189214910","media":"开柒","summary":"解禁后怎么处理股票，既要对现实回报进行考量，也要个人对公司发展趋势做出预判。","content":"<p>话说，最近好多互联网大厂都处于风口浪尖，股价震荡，员工们也都有些心有戚戚然。而其中，快手的童鞋们估计也是纠结的代表——眼看着禁售期马上结束了，但当前的快手股价却远不及预期。</p>\n<p>当然，快手的下跌也不是个例，大环境如此嘛。环顾互联网行业整体，从二级市场的反馈来看并不平静。7月27日，恒生指数下跌超过4%，互联网股集中的恒生科技指数大跌7.97%，创出该指数发布以来史上最大单日跌幅。</p>\n<p><img src=\"https://static.tigerbbs.com/8ce7fc1c88b321e90886c2b7c303250b\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>八姐恰好有几个在快手的盆友，俺也趁机安慰了一下他们。有的快手盆友说，说不郁闷是假的。毕竟，在业务基本面稳定的情况下，总觉得快手应该匹配更好的市值，万万没想到市场的降温来得这么快。</p>\n<p>不过，几乎八姐询问的所有童鞋都说，他们并不着急卖股票，毕竟，现在快手的股价低得超过了他们心理预期，基于对公司中长期发展的预判，可以再等等。</p>\n<p>当然，也有快手的盆友过来纠结的问八姐：你说，公司股价不会一路再向下吧？八姐也不是神仙，不过，俺觉得吧，正常来说，所有的美股和港股上市公司都会有“解禁低迷期”，也就是说，在180天的解禁前后，会出现股价的低迷，甚至这种低迷会持续到解禁后的半年。但只要公司基本面向好，长期来看，公司股价仍有上涨空间。</p>\n<p><img src=\"https://static.tigerbbs.com/ee90e1cd21c433c51583304cc9925217\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>以同样在港股上市的小米为例，小米是2018年7月9日上市的，当时发行价18港元，而到了半年后的解禁日，小米股价创下上市以来新低，以11.1港元收盘，解禁次日，盘中触及上市以来股价最低点9.44港币。甚至，在随后的整个2019年一整年，股价继续低迷。八姐记得，当时俺跟小米的童鞋吃饭，一大揶揄的话题就是，你看看，你拼死拼活的好几年996，拿到的股票还不够在北五环买个房子的。</p>\n<p>但小米在去年开始了猛涨，一度较发行价涨了一倍多，即便近期股价调整后，也较发行价高出50%。所以，八姐觉得，不要郁闷，只要拿得住股票，做价值投资，没准哪天你又赚大了。</p>\n<p><img src=\"https://static.tigerbbs.com/ba2e3e1ba204d89af7c2afa60b0be6bd\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>（小米股价走势图）</p>\n<p>而且就快手的员工股票而言，参照IPO时的招股书信息来看（除高管外的普通员工）约有7015名普通员工，获得4.23亿股购股权，平均下来每人约可获得6万股的回报，即便是按照现在的股价，那平均每人也是超过500万元。考虑到归属时间、离职等因素导致的未完全归属情形，解禁后并不意味着这些股票马上就能变现，但长期来看，仍是一笔比较可观的回报。所以，别着急。</p>\n<p>从外界对快手二季度的业绩预期来看，当前快手处在用户增长淡季，&nbsp;&nbsp;营销费用预计仍会维持在较高水平。但与此同时，八姐觉得，还应当拉长时间线向后看。</p>\n<p>比如，在用户增长方面，快手二季度活跃用户增长放缓可能与一季度春节拉新增长高强相关，但在第三季度，快手在奥运方面的投入可能令其获得更多的新增用户。</p>\n<p><img src=\"https://static.tigerbbs.com/5082e7fab8a2404dedc71564b576fba6\" tg-width=\"1080\" tg-height=\"1045\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>再比如，快手的电商、广告业务发展的巨大增长潜力。投行杰富瑞（Jeffries）就在研报中指出，从长期发展来看，公域的扩容十分关键。受益于线上营销及电商业务的强劲增长动力，预计快手二季度总收入同比将增长44%至186亿元人民币。今年一季度，快手财报数据显示，线上营销服务收入为86亿元，对总收入的贡献占比首次超过50%。这一趋势有望在二季度延续。</p>\n<p>另外，快手的海外增长也值得关注，尽管快手在海外部分的投入，被不少分析者认为令快手亏损扩大，但在对快手整体价值进行预估的时候，不少人却忽略了海外的成长空间。中金等机构分析认为，当前海外短视频渗透率不及国内，面临相对宽松的竞争环境，快手将因地制宜，通过特定内容矩阵吸引目标用户，并基于内容实现“破圈”。</p>\n<p>总之，八姐觉得吧，解禁后怎么处理股票，既要对现实回报进行考量，也要个人对公司发展趋势做出预判。</p>\n<p>不久前，QM刚刚发布了半年报告，截止2021年6月，短视频APP行业月活跃用户规模排名中，抖音、快手、快手极速版、抖音极速版分别占据前四。在一个非“赢家通吃”的竞争市场，快手的机会还是很大的。</p>\n<p>受到市场传言等各种因素影响，快手当前的市值仅为580亿美元上下，八姐认为，这个价格真心不算高啊。对于快手的童鞋来说，说不定一年后再来看，把股票留着才是一个正确的决定。</p>","source":"kq","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股票解禁前夜，跟快手几位员工聊了聊：走，还是留？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 20:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/MfeBQziNmMjdX-4YH8ByPQ><strong>开柒</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>话说，最近好多互联网大厂都处于风口浪尖，股价震荡，员工们也都有些心有戚戚然。而其中，快手的童鞋们估计也是纠结的代表——眼看着禁售期马上结束了，但当前的快手股价却远不及预期。\n当然，快手的下跌也不是个例，大环境如此嘛。环顾互联网行业整体，从二级市场的反馈来看并不平静。7月27日，恒生指数下跌超过4%，互联网股集中的恒生科技指数大跌7.97%，创出该指数发布以来史上最大单日跌幅。\n\n八姐恰好有几个在...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/MfeBQziNmMjdX-4YH8ByPQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3755fdda80ee4878d06bf1bcbfdbf496","relate_stocks":{"01024":"快手-W"},"source_url":"https://mp.weixin.qq.com/s/MfeBQziNmMjdX-4YH8ByPQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189214910","content_text":"话说，最近好多互联网大厂都处于风口浪尖，股价震荡，员工们也都有些心有戚戚然。而其中，快手的童鞋们估计也是纠结的代表——眼看着禁售期马上结束了，但当前的快手股价却远不及预期。\n当然，快手的下跌也不是个例，大环境如此嘛。环顾互联网行业整体，从二级市场的反馈来看并不平静。7月27日，恒生指数下跌超过4%，互联网股集中的恒生科技指数大跌7.97%，创出该指数发布以来史上最大单日跌幅。\n\n八姐恰好有几个在快手的盆友，俺也趁机安慰了一下他们。有的快手盆友说，说不郁闷是假的。毕竟，在业务基本面稳定的情况下，总觉得快手应该匹配更好的市值，万万没想到市场的降温来得这么快。\n不过，几乎八姐询问的所有童鞋都说，他们并不着急卖股票，毕竟，现在快手的股价低得超过了他们心理预期，基于对公司中长期发展的预判，可以再等等。\n当然，也有快手的盆友过来纠结的问八姐：你说，公司股价不会一路再向下吧？八姐也不是神仙，不过，俺觉得吧，正常来说，所有的美股和港股上市公司都会有“解禁低迷期”，也就是说，在180天的解禁前后，会出现股价的低迷，甚至这种低迷会持续到解禁后的半年。但只要公司基本面向好，长期来看，公司股价仍有上涨空间。\n\n以同样在港股上市的小米为例，小米是2018年7月9日上市的，当时发行价18港元，而到了半年后的解禁日，小米股价创下上市以来新低，以11.1港元收盘，解禁次日，盘中触及上市以来股价最低点9.44港币。甚至，在随后的整个2019年一整年，股价继续低迷。八姐记得，当时俺跟小米的童鞋吃饭，一大揶揄的话题就是，你看看，你拼死拼活的好几年996，拿到的股票还不够在北五环买个房子的。\n但小米在去年开始了猛涨，一度较发行价涨了一倍多，即便近期股价调整后，也较发行价高出50%。所以，八姐觉得，不要郁闷，只要拿得住股票，做价值投资，没准哪天你又赚大了。\n\n（小米股价走势图）\n而且就快手的员工股票而言，参照IPO时的招股书信息来看（除高管外的普通员工）约有7015名普通员工，获得4.23亿股购股权，平均下来每人约可获得6万股的回报，即便是按照现在的股价，那平均每人也是超过500万元。考虑到归属时间、离职等因素导致的未完全归属情形，解禁后并不意味着这些股票马上就能变现，但长期来看，仍是一笔比较可观的回报。所以，别着急。\n从外界对快手二季度的业绩预期来看，当前快手处在用户增长淡季，  营销费用预计仍会维持在较高水平。但与此同时，八姐觉得，还应当拉长时间线向后看。\n比如，在用户增长方面，快手二季度活跃用户增长放缓可能与一季度春节拉新增长高强相关，但在第三季度，快手在奥运方面的投入可能令其获得更多的新增用户。\n\n再比如，快手的电商、广告业务发展的巨大增长潜力。投行杰富瑞（Jeffries）就在研报中指出，从长期发展来看，公域的扩容十分关键。受益于线上营销及电商业务的强劲增长动力，预计快手二季度总收入同比将增长44%至186亿元人民币。今年一季度，快手财报数据显示，线上营销服务收入为86亿元，对总收入的贡献占比首次超过50%。这一趋势有望在二季度延续。\n另外，快手的海外增长也值得关注，尽管快手在海外部分的投入，被不少分析者认为令快手亏损扩大，但在对快手整体价值进行预估的时候，不少人却忽略了海外的成长空间。中金等机构分析认为，当前海外短视频渗透率不及国内，面临相对宽松的竞争环境，快手将因地制宜，通过特定内容矩阵吸引目标用户，并基于内容实现“破圈”。\n总之，八姐觉得吧，解禁后怎么处理股票，既要对现实回报进行考量，也要个人对公司发展趋势做出预判。\n不久前，QM刚刚发布了半年报告，截止2021年6月，短视频APP行业月活跃用户规模排名中，抖音、快手、快手极速版、抖音极速版分别占据前四。在一个非“赢家通吃”的竞争市场，快手的机会还是很大的。\n受到市场传言等各种因素影响，快手当前的市值仅为580亿美元上下，八姐认为，这个价格真心不算高啊。对于快手的童鞋来说，说不定一年后再来看，把股票留着才是一个正确的决定。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":105357115,"gmtCreate":1620273004037,"gmtModify":1620273004037,"author":{"id":"3504005467262804","authorId":"3504005467262804","name":"愿仗剑走天涯","avatar":"https://static.tigerbbs.com/955252145e76f8af604658ce25b7a84a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3504005467262804","authorIdStr":"3504005467262804"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米公司第一季度欧洲智能手机市场份额首次达到第二","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米公司第一季度欧洲智能手机市场份额首次达到第二","text":"$小米集团-W(01810)$小米公司第一季度欧洲智能手机市场份额首次达到第二","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/105357115","isVote":1,"tweetType":1,"viewCount":1257,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3469164281621359","authorId":"3469164281621359","name":"小米的韭菜1号","avatar":"https://static.tigerbbs.com/5b8820b392028ef580ce3c3a04f35605","crmLevel":2,"crmLevelSwitch":0,"idStr":"3469164281621359","authorIdStr":"3469164281621359"},"content":"第一也没用，股价就是不涨","text":"第一也没用，股价就是不涨","html":"第一也没用，股价就是不涨"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":892035726,"gmtCreate":1628609981665,"gmtModify":1628609981665,"author":{"id":"3504005467262804","authorId":"3504005467262804","name":"愿仗剑走天涯","avatar":"https://static.tigerbbs.com/955252145e76f8af604658ce25b7a84a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3504005467262804","authorIdStr":"3504005467262804"},"themes":[],"htmlText":"从今天开始持有，若干年后，你手上拿的就是苹果。","listText":"从今天开始持有，若干年后，你手上拿的就是苹果。","text":"从今天开始持有，若干年后，你手上拿的就是苹果。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892035726","repostId":"1175670496","repostType":4,"repost":{"id":"1175670496","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":1628606465,"share":"https://www.laohu8.com/m/news/1175670496?lang=&edition=full","pubTime":"2021-08-10 22:41","market":"other","language":"zh","title":"雷军：小米赠送首批用户1999元红包约3.7亿","url":"https://stock-news.laohu8.com/highlight/detail?id=1175670496","media":"老虎资讯综合","summary":"雷军：我们正式决定，向小米手机首批18.46万用户，每人赠送1999元红包。1999元红包，代表了小米三万六千名员工感恩的心，我们会永远感恩所有帮助过我们的米粉朋友们和合作伙伴们。\n\n8月10日晚间消","content":"<blockquote>\n 雷军：我们正式决定，向小米手机首批18.46万用户，每人赠送1999元红包。1999元红包，代表了小米三万六千名员工感恩的心，我们会永远感恩所有帮助过我们的米粉朋友们和合作伙伴们。\n</blockquote>\n<p>8月10日晚间消息，在今日举行的2021雷军年度演讲暨小米秋季新品发布会上，小米发布了MIX4、小米平板5等多款新品。</p>\n<p>雷军透露，十年前小米1开售，1999元，18.46万台，3.7亿元，这是小米的第一笔收入。有了这一笔收入，小米才能滚动发展，才有了今天的世界500强和全球第二。</p>\n<p>他宣布，向小米手机1用户每人赠送1999元红包。“这代表了小米三万六千名员工感恩的心，我们会永远感恩所有帮助过我们的米粉朋友们和合作伙伴们。”雷军说。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n雷军：小米赠送首批用户1999元红包约3.7亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-10 22:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 雷军：我们正式决定，向小米手机首批18.46万用户，每人赠送1999元红包。1999元红包，代表了小米三万六千名员工感恩的心，我们会永远感恩所有帮助过我们的米粉朋友们和合作伙伴们。\n</blockquote>\n<p>8月10日晚间消息，在今日举行的2021雷军年度演讲暨小米秋季新品发布会上，小米发布了MIX4、小米平板5等多款新品。</p>\n<p>雷军透露，十年前小米1开售，1999元，18.46万台，3.7亿元，这是小米的第一笔收入。有了这一笔收入，小米才能滚动发展，才有了今天的世界500强和全球第二。</p>\n<p>他宣布，向小米手机1用户每人赠送1999元红包。“这代表了小米三万六千名员工感恩的心，我们会永远感恩所有帮助过我们的米粉朋友们和合作伙伴们。”雷军说。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bb44f0df3fb7312ee913474e800cc495","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175670496","content_text":"雷军：我们正式决定，向小米手机首批18.46万用户，每人赠送1999元红包。1999元红包，代表了小米三万六千名员工感恩的心，我们会永远感恩所有帮助过我们的米粉朋友们和合作伙伴们。\n\n8月10日晚间消息，在今日举行的2021雷军年度演讲暨小米秋季新品发布会上，小米发布了MIX4、小米平板5等多款新品。\n雷军透露，十年前小米1开售，1999元，18.46万台，3.7亿元，这是小米的第一笔收入。有了这一笔收入，小米才能滚动发展，才有了今天的世界500强和全球第二。\n他宣布，向小米手机1用户每人赠送1999元红包。“这代表了小米三万六千名员工感恩的心，我们会永远感恩所有帮助过我们的米粉朋友们和合作伙伴们。”雷军说。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":173489844,"gmtCreate":1626679452488,"gmtModify":1626679452488,"author":{"id":"3504005467262804","authorId":"3504005467262804","name":"愿仗剑走天涯","avatar":"https://static.tigerbbs.com/955252145e76f8af604658ce25b7a84a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3504005467262804","authorIdStr":"3504005467262804"},"themes":[],"htmlText":"<a 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19:01","market":"us","language":"zh","title":"英特尔一度跌4.6％，苹果正开发新Mac芯片旨在超越英特尔的部件","url":"https://stock-news.laohu8.com/highlight/detail?id=1123567434","media":"老虎资讯综合","summary":"12月7日讯，市场消息称，苹果正计划最早于2021年推出一系列新Mac处理器，旨在超越英特尔速度最快的芯片。知情人士称，苹果的芯片工程师正在打造M1定制芯片的几款后续产品，如果它们的表现达到预期，将大","content":"<p>12月7日讯，市场消息称，苹果正计划最早于2021年推出一系列新Mac处理器，旨在超越英特尔速度最快的芯片。</p><p>知情人士称，苹果的芯片工程师正在打造M1定制芯片的几款后续产品，如果它们的表现达到预期，将大大超过运行英特尔芯片最新电脑的性能。</p><p>知情者表示，该公司的下一批芯片计划最早在春季和秋季发布，计划将其用于MacBookPro的升级版、入门级和高端的iMac台式机以及随后推出的一款新MacPro台式机。苹果的一位发言人拒绝置评。</p><p>截至发稿，英特尔盘前一度跌4.6％，现跌幅收窄至3.8%。苹果盘前微跌0.02%。</p><p><img src=\"https://static.tigerbbs.com/7fb15c5e8f7774f928c526dc4caf8506\" tg-width=\"568\" tg-height=\"455\"><img src=\"https://static.tigerbbs.com/2a17df5756a870e15d381e558fc870a0\" tg-width=\"929\" tg-height=\"455\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英特尔一度跌4.6％，苹果正开发新Mac芯片旨在超越英特尔的部件</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英特尔一度跌4.6％，苹果正开发新Mac芯片旨在超越英特尔的部件\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\">2020-12-07 19:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月7日讯，市场消息称，苹果正计划最早于2021年推出一系列新Mac处理器，旨在超越英特尔速度最快的芯片。</p><p>知情人士称，苹果的芯片工程师正在打造M1定制芯片的几款后续产品，如果它们的表现达到预期，将大大超过运行英特尔芯片最新电脑的性能。</p><p>知情者表示，该公司的下一批芯片计划最早在春季和秋季发布，计划将其用于MacBookPro的升级版、入门级和高端的iMac台式机以及随后推出的一款新MacPro台式机。苹果的一位发言人拒绝置评。</p><p>截至发稿，英特尔盘前一度跌4.6％，现跌幅收窄至3.8%。苹果盘前微跌0.02%。</p><p><img src=\"https://static.tigerbbs.com/7fb15c5e8f7774f928c526dc4caf8506\" tg-width=\"568\" tg-height=\"455\"><img src=\"https://static.tigerbbs.com/2a17df5756a870e15d381e558fc870a0\" tg-width=\"929\" tg-height=\"455\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123567434","content_text":"12月7日讯，市场消息称，苹果正计划最早于2021年推出一系列新Mac处理器，旨在超越英特尔速度最快的芯片。知情人士称，苹果的芯片工程师正在打造M1定制芯片的几款后续产品，如果它们的表现达到预期，将大大超过运行英特尔芯片最新电脑的性能。知情者表示，该公司的下一批芯片计划最早在春季和秋季发布，计划将其用于MacBookPro的升级版、入门级和高端的iMac台式机以及随后推出的一款新MacPro台式机。苹果的一位发言人拒绝置评。截至发稿，英特尔盘前一度跌4.6％，现跌幅收窄至3.8%。苹果盘前微跌0.02%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":965,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":810162125,"gmtCreate":1629953258767,"gmtModify":1629953258767,"author":{"id":"3504005467262804","authorId":"3504005467262804","name":"愿仗剑走天涯","avatar":"https://static.tigerbbs.com/955252145e76f8af604658ce25b7a84a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3504005467262804","authorIdStr":"3504005467262804"},"themes":[],"htmlText":"开始用营销来疯狂砸量，就说明出问题了，优秀的产品不需要这么重的营销成本。","listText":"开始用营销来疯狂砸量，就说明出问题了，优秀的产品不需要这么重的营销成本。","text":"开始用营销来疯狂砸量，就说明出问题了，优秀的产品不需要这么重的营销成本。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/810162125","repostId":"2162052252","repostType":4,"isVote":1,"tweetType":1,"viewCount":2451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}