王兰平的个人主页 - 老虎社区

王兰平

王兰平

暂无个人介绍

IP属地：北京

136关注

5粉丝

1主题

0勋章

2021-08-20

这篇文章不错，转发给大家看看

@贝拉聊财金: 📈 📉 第521期：股市动荡！热股速评！Salesforce～ AMC～DraftKings ～JFrog ~ ➟ ➠【贝拉读书笔记更新】-- 腾讯（TCEHY） ➣ 阿里巴巴（BABA）美团...

2021-03-01

终于起色了

2021-01-28

$RLX科技(RLX)$跌就追加

2021-01-09

看好蔚来，用户体验做的完美

2020-12-30

$拼多多(PDD)$神股

2020-12-04

挺好

@价值称重机:Square价值投资分析报告

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3508984198358779,"uuid":"3508984198358779","gmtCreate":1596527081277,"gmtModify":1601860965887,"name":"王兰平","pinyin":"wlpwanglanping","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/7c296d751704b329faf89f90bafb9da4","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":5,"headSize":136,"tweetSize":6,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"60.52%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.05.02","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"80.57%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":838448212,"gmtCreate":1629425984236,"gmtModify":1629425984236,"author":{"id":"3508984198358779","authorId":"3508984198358779","authorIdStr":"3508984198358779","name":"王兰平","avatar":"https://static.tigerbbs.com/7c296d751704b329faf89f90bafb9da4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"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/838448212","repostId":"892185185","repostType":1,"repost":{"id":892185185,"gmtCreate":1628643982044,"gmtModify":1628675495906,"author":{"id":"9000000000000112","authorId":"9000000000000112","authorIdStr":"9000000000000112","name":"贝拉聊财金","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"","htmlText":"\n \n \n  📈 📉 第521期：股市动荡！热股速评！Salesforce～ AMC～DraftKings ～JFrog ~ ➟ ➠【贝拉读书笔记更新】-- 腾讯 （TCEHY） ➣ 阿里巴巴（BABA）美团...\n \n","listText":"📈 📉 第521期：股市动荡！热股速评！Salesforce～ AMC～DraftKings ～JFrog ~ ➟ ➠【贝拉读书笔记更新】-- 腾讯 （TCEHY） ➣ 阿里巴巴（BABA）美团...","text":"📈 📉 第521期：股市动荡！热股速评！Salesforce～ AMC～DraftKings ～JFrog ~ ➟ ➠【贝拉读书笔记更新】-- 腾讯 （TCEHY） ➣ 阿里巴巴（BABA）美团...","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892185185","isVote":1,"tweetType":2,"object":{"id":"947c385f30a6479583d6b082c17ff3d2","tweetId":"892185185","title":"📈 📉 第521期：股市动荡！热股速评！Salesforce～ AMC～DraftKings ～JFrog ~ ➟ ➠【贝拉读书笔记更新】-- 腾讯 （TCEHY） ➣ 阿里巴巴（BABA）美团...","videoUrl":"http://v.tigerbbs.com/1628643978990639d7694e3d4ab0204e2a59552a202ac.mp4","poster":"https://static.tigerbbs.com/c57cfb98d91d7630aab3e4473639d45a","shareLink":"http://v.tigerbbs.com/1628643978990639d7694e3d4ab0204e2a59552a202ac.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362127794,"gmtCreate":1614609277718,"gmtModify":1703478819570,"author":{"id":"3508984198358779","authorId":"3508984198358779","authorIdStr":"3508984198358779","name":"王兰平","avatar":"https://static.tigerbbs.com/7c296d751704b329faf89f90bafb9da4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"终于起色了","listText":"终于起色了","text":"终于起色了","images":[{"img":"https://static.tigerbbs.com/7e8c4907813117af2c646962a19c75c6","width":"1125","height":"3386"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362127794","isVote":1,"tweetType":1,"viewCount":1356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":311101800,"gmtCreate":1611764975100,"gmtModify":1703753563121,"author":{"id":"3508984198358779","authorId":"3508984198358779","authorIdStr":"3508984198358779","name":"王兰平","avatar":"https://static.tigerbbs.com/7c296d751704b329faf89f90bafb9da4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>跌就追加","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>跌就追加","text":"$RLX科技(RLX)$跌就追加","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311101800","isVote":1,"tweetType":1,"viewCount":1876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336710382,"gmtCreate":1610153861646,"gmtModify":1703743109343,"author":{"id":"3508984198358779","authorId":"3508984198358779","authorIdStr":"3508984198358779","name":"王兰平","avatar":"https://static.tigerbbs.com/7c296d751704b329faf89f90bafb9da4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"看好蔚来，用户体验做的完美","listText":"看好蔚来，用户体验做的完美","text":"看好蔚来，用户体验做的完美","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/336710382","isVote":1,"tweetType":1,"viewCount":1920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333671431,"gmtCreate":1609260547523,"gmtModify":1703738532371,"author":{"id":"3508984198358779","authorId":"3508984198358779","authorIdStr":"3508984198358779","name":"王兰平","avatar":"https://static.tigerbbs.com/7c296d751704b329faf89f90bafb9da4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>神股","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>神股","text":"$拼多多(PDD)$神股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333671431","isVote":1,"tweetType":1,"viewCount":2041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396382403,"gmtCreate":1607043018802,"gmtModify":1703846084800,"author":{"id":"3508984198358779","authorId":"3508984198358779","authorIdStr":"3508984198358779","name":"王兰平","avatar":"https://static.tigerbbs.com/7c296d751704b329faf89f90bafb9da4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"挺好","listText":"挺好","text":"挺好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/396382403","repostId":"396001950","repostType":1,"repost":{"id":396001950,"gmtCreate":1606981221070,"gmtModify":1703845756132,"author":{"id":"3570072734093233","authorId":"3570072734093233","authorIdStr":"3570072734093233","name":"价值称重机","avatar":"https://static.tigerbbs.com/0cb039e0d9c278ae30a1a9a4f15bce08","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"Square价值投资分析报告","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SQ\">$Square, Inc(SQ)$</a>&nbsp;&nbsp;日期2020年12月3日&nbsp;&nbsp;现在股价：202&nbsp;&nbsp;现在市值：910.89 亿（注明：本文章不含任何投资建议，读者需自行承担投资风险）本人公众号：价值称重机&nbsp;&nbsp;&nbsp;&nbsp;公司的营收主要由以收单业务和SAAS为主的卖家生态和以电子钱包Cash APP的买家业务组成，两个生态分别都有订阅收费和基于GPV（Gross Payment Volume）收费的模式。目前来看，公司的基于交易的业务（包含卖家和Cash APP）、Cash APP的订阅业务、卖家的SAAS业务还有比特币业务的营收占比分别为36%、40%、11%和3%。（这里交易业务和比特币业务是基于毛利来计算以便更加准确反应公司的真实业绩驱动因素）下面将会解析公司未来业绩增长的驱动因素。一、行业长期驱动因素1. 行业空间大根据公司披露，卖家和买家目前在美国的TAM分别为850亿美元和600亿美元。从更加直观的渗透率来看的话：&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;根据商家的数量上看，Square商家目前的渗透率大概在5%左右，而美国的电子钱包在线下的渗透率也是大约在5%（远低于银行卡和现金的渗透率）。&nbsp;&nbsp;&nbsp;&nbsp;关于第三方支付的竞争格局来看，在线上，Paypal拥有绝对优势，占有55% 的份额, 紧接着是Stripe为18%，Square 仅仅有3%左右。但是在网上商店提供商市场份额来看，Square拥有很大优势，占比为20%。所以根据以上的数据可以得出，Paypal主要是通过亚马逊和ebay这种中心化电商平台得以占领主要份","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SQ\">$Square, Inc(SQ)$</a>&nbsp;&nbsp;日期2020年12月3日&nbsp;&nbsp;现在股价：202&nbsp;&nbsp;现在市值：910.89 亿（注明：本文章不含任何投资建议，读者需自行承担投资风险）本人公众号：价值称重机&nbsp;&nbsp;&nbsp;&nbsp;公司的营收主要由以收单业务和SAAS为主的卖家生态和以电子钱包Cash APP的买家业务组成，两个生态分别都有订阅收费和基于GPV（Gross Payment Volume）收费的模式。目前来看，公司的基于交易的业务（包含卖家和Cash APP）、Cash APP的订阅业务、卖家的SAAS业务还有比特币业务的营收占比分别为36%、40%、11%和3%。（这里交易业务和比特币业务是基于毛利来计算以便更加准确反应公司的真实业绩驱动因素）下面将会解析公司未来业绩增长的驱动因素。一、行业长期驱动因素1. 行业空间大根据公司披露，卖家和买家目前在美国的TAM分别为850亿美元和600亿美元。从更加直观的渗透率来看的话：&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;根据商家的数量上看，Square商家目前的渗透率大概在5%左右，而美国的电子钱包在线下的渗透率也是大约在5%（远低于银行卡和现金的渗透率）。&nbsp;&nbsp;&nbsp;&nbsp;关于第三方支付的竞争格局来看，在线上，Paypal拥有绝对优势，占有55% 的份额, 紧接着是Stripe为18%，Square 仅仅有3%左右。但是在网上商店提供商市场份额来看，Square拥有很大优势，占比为20%。所以根据以上的数据可以得出，Paypal主要是通过亚马逊和ebay这种中心化电商平台得以占领主要份","text":"$Square, Inc(SQ)$ 日期2020年12月3日 现在股价：202 现在市值：910.89 亿（注明：本文章不含任何投资建议，读者需自行承担投资风险）本人公众号：价值称重机 公司的营收主要由以收单业务和SAAS为主的卖家生态和以电子钱包Cash APP的买家业务组成，两个生态分别都有订阅收费和基于GPV（Gross Payment Volume）收费的模式。目前来看，公司的基于交易的业务（包含卖家和Cash APP）、Cash APP的订阅业务、卖家的SAAS业务还有比特币业务的营收占比分别为36%、40%、11%和3%。（这里交易业务和比特币业务是基于毛利来计算以便更加准确反应公司的真实业绩驱动因素）下面将会解析公司未来业绩增长的驱动因素。一、行业长期驱动因素1. 行业空间大根据公司披露，卖家和买家目前在美国的TAM分别为850亿美元和600亿美元。从更加直观的渗透率来看的话： 根据商家的数量上看，Square商家目前的渗透率大概在5%左右，而美国的电子钱包在线下的渗透率也是大约在5%（远低于银行卡和现金的渗透率）。 关于第三方支付的竞争格局来看，在线上，Paypal拥有绝对优势，占有55% 的份额, 紧接着是Stripe为18%，Square 仅仅有3%左右。但是在网上商店提供商市场份额来看，Square拥有很大优势，占比为20%。所以根据以上的数据可以得出，Paypal主要是通过亚马逊和ebay这种中心化电商平台得以占领主要份","images":[{"img":"https://static.tigerbbs.com/d1a7a17a82f2e7b6b476cd081402c1a0","width":"674","height":"312"},{"img":"https://static.tigerbbs.com/c83c04a4c6091d9cbed39c1d7b64a67f","width":"680","height":"530"},{"img":"https://static.tigerbbs.com/0125c224e57f0f23330ac4e4d4c213a8","width":"584","height":"405"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/396001950","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":19,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2546,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","authorIdStr":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0},"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}],"hots":[{"id":336710382,"gmtCreate":1610153861646,"gmtModify":1703743109343,"author":{"id":"3508984198358779","authorId":"3508984198358779","authorIdStr":"3508984198358779","name":"王兰平","avatar":"https://static.tigerbbs.com/7c296d751704b329faf89f90bafb9da4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"看好蔚来，用户体验做的完美","listText":"看好蔚来，用户体验做的完美","text":"看好蔚来，用户体验做的完美","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/336710382","isVote":1,"tweetType":1,"viewCount":1920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333671431,"gmtCreate":1609260547523,"gmtModify":1703738532371,"author":{"id":"3508984198358779","authorId":"3508984198358779","authorIdStr":"3508984198358779","name":"王兰平","avatar":"https://static.tigerbbs.com/7c296d751704b329faf89f90bafb9da4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>神股","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>神股","text":"$拼多多(PDD)$神股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333671431","isVote":1,"tweetType":1,"viewCount":2041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396382403,"gmtCreate":1607043018802,"gmtModify":1703846084800,"author":{"id":"3508984198358779","authorId":"3508984198358779","authorIdStr":"3508984198358779","name":"王兰平","avatar":"https://static.tigerbbs.com/7c296d751704b329faf89f90bafb9da4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"挺好","listText":"挺好","text":"挺好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/396382403","repostId":"396001950","repostType":1,"repost":{"id":396001950,"gmtCreate":1606981221070,"gmtModify":1703845756132,"author":{"id":"3570072734093233","authorId":"3570072734093233","authorIdStr":"3570072734093233","name":"价值称重机","avatar":"https://static.tigerbbs.com/0cb039e0d9c278ae30a1a9a4f15bce08","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"Square价值投资分析报告","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SQ\">$Square, Inc(SQ)$</a>&nbsp;&nbsp;日期2020年12月3日&nbsp;&nbsp;现在股价：202&nbsp;&nbsp;现在市值：910.89 亿（注明：本文章不含任何投资建议，读者需自行承担投资风险）本人公众号：价值称重机&nbsp;&nbsp;&nbsp;&nbsp;公司的营收主要由以收单业务和SAAS为主的卖家生态和以电子钱包Cash APP的买家业务组成，两个生态分别都有订阅收费和基于GPV（Gross Payment Volume）收费的模式。目前来看，公司的基于交易的业务（包含卖家和Cash APP）、Cash APP的订阅业务、卖家的SAAS业务还有比特币业务的营收占比分别为36%、40%、11%和3%。（这里交易业务和比特币业务是基于毛利来计算以便更加准确反应公司的真实业绩驱动因素）下面将会解析公司未来业绩增长的驱动因素。一、行业长期驱动因素1. 行业空间大根据公司披露，卖家和买家目前在美国的TAM分别为850亿美元和600亿美元。从更加直观的渗透率来看的话：&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;根据商家的数量上看，Square商家目前的渗透率大概在5%左右，而美国的电子钱包在线下的渗透率也是大约在5%（远低于银行卡和现金的渗透率）。&nbsp;&nbsp;&nbsp;&nbsp;关于第三方支付的竞争格局来看，在线上，Paypal拥有绝对优势，占有55% 的份额, 紧接着是Stripe为18%，Square 仅仅有3%左右。但是在网上商店提供商市场份额来看，Square拥有很大优势，占比为20%。所以根据以上的数据可以得出，Paypal主要是通过亚马逊和ebay这种中心化电商平台得以占领主要份","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SQ\">$Square, Inc(SQ)$</a>&nbsp;&nbsp;日期2020年12月3日&nbsp;&nbsp;现在股价：202&nbsp;&nbsp;现在市值：910.89 亿（注明：本文章不含任何投资建议，读者需自行承担投资风险）本人公众号：价值称重机&nbsp;&nbsp;&nbsp;&nbsp;公司的营收主要由以收单业务和SAAS为主的卖家生态和以电子钱包Cash APP的买家业务组成，两个生态分别都有订阅收费和基于GPV（Gross Payment Volume）收费的模式。目前来看，公司的基于交易的业务（包含卖家和Cash APP）、Cash APP的订阅业务、卖家的SAAS业务还有比特币业务的营收占比分别为36%、40%、11%和3%。（这里交易业务和比特币业务是基于毛利来计算以便更加准确反应公司的真实业绩驱动因素）下面将会解析公司未来业绩增长的驱动因素。一、行业长期驱动因素1. 行业空间大根据公司披露，卖家和买家目前在美国的TAM分别为850亿美元和600亿美元。从更加直观的渗透率来看的话：&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;根据商家的数量上看，Square商家目前的渗透率大概在5%左右，而美国的电子钱包在线下的渗透率也是大约在5%（远低于银行卡和现金的渗透率）。&nbsp;&nbsp;&nbsp;&nbsp;关于第三方支付的竞争格局来看，在线上，Paypal拥有绝对优势，占有55% 的份额, 紧接着是Stripe为18%，Square 仅仅有3%左右。但是在网上商店提供商市场份额来看，Square拥有很大优势，占比为20%。所以根据以上的数据可以得出，Paypal主要是通过亚马逊和ebay这种中心化电商平台得以占领主要份","text":"$Square, Inc(SQ)$ 日期2020年12月3日 现在股价：202 现在市值：910.89 亿（注明：本文章不含任何投资建议，读者需自行承担投资风险）本人公众号：价值称重机 公司的营收主要由以收单业务和SAAS为主的卖家生态和以电子钱包Cash APP的买家业务组成，两个生态分别都有订阅收费和基于GPV（Gross Payment Volume）收费的模式。目前来看，公司的基于交易的业务（包含卖家和Cash APP）、Cash APP的订阅业务、卖家的SAAS业务还有比特币业务的营收占比分别为36%、40%、11%和3%。（这里交易业务和比特币业务是基于毛利来计算以便更加准确反应公司的真实业绩驱动因素）下面将会解析公司未来业绩增长的驱动因素。一、行业长期驱动因素1. 行业空间大根据公司披露，卖家和买家目前在美国的TAM分别为850亿美元和600亿美元。从更加直观的渗透率来看的话： 根据商家的数量上看，Square商家目前的渗透率大概在5%左右，而美国的电子钱包在线下的渗透率也是大约在5%（远低于银行卡和现金的渗透率）。 关于第三方支付的竞争格局来看，在线上，Paypal拥有绝对优势，占有55% 的份额, 紧接着是Stripe为18%，Square 仅仅有3%左右。但是在网上商店提供商市场份额来看，Square拥有很大优势，占比为20%。所以根据以上的数据可以得出，Paypal主要是通过亚马逊和ebay这种中心化电商平台得以占领主要份","images":[{"img":"https://static.tigerbbs.com/d1a7a17a82f2e7b6b476cd081402c1a0","width":"674","height":"312"},{"img":"https://static.tigerbbs.com/c83c04a4c6091d9cbed39c1d7b64a67f","width":"680","height":"530"},{"img":"https://static.tigerbbs.com/0125c224e57f0f23330ac4e4d4c213a8","width":"584","height":"405"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/396001950","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":19,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2546,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","authorIdStr":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0},"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":311101800,"gmtCreate":1611764975100,"gmtModify":1703753563121,"author":{"id":"3508984198358779","authorId":"3508984198358779","authorIdStr":"3508984198358779","name":"王兰平","avatar":"https://static.tigerbbs.com/7c296d751704b329faf89f90bafb9da4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>跌就追加","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>跌就追加","text":"$RLX科技(RLX)$跌就追加","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311101800","isVote":1,"tweetType":1,"viewCount":1876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838448212,"gmtCreate":1629425984236,"gmtModify":1629425984236,"author":{"id":"3508984198358779","authorId":"3508984198358779","authorIdStr":"3508984198358779","name":"王兰平","avatar":"https://static.tigerbbs.com/7c296d751704b329faf89f90bafb9da4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"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/838448212","repostId":"892185185","repostType":1,"repost":{"id":892185185,"gmtCreate":1628643982044,"gmtModify":1628675495906,"author":{"id":"9000000000000112","authorId":"9000000000000112","authorIdStr":"9000000000000112","name":"贝拉聊财金","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"","htmlText":"\n \n \n  📈 📉 第521期：股市动荡！热股速评！Salesforce～ AMC～DraftKings ～JFrog ~ ➟ ➠【贝拉读书笔记更新】-- 腾讯 （TCEHY） ➣ 阿里巴巴（BABA）美团...\n \n","listText":"📈 📉 第521期：股市动荡！热股速评！Salesforce～ AMC～DraftKings ～JFrog ~ ➟ ➠【贝拉读书笔记更新】-- 腾讯 （TCEHY） ➣ 阿里巴巴（BABA）美团...","text":"📈 📉 第521期：股市动荡！热股速评！Salesforce～ AMC～DraftKings ～JFrog ~ ➟ ➠【贝拉读书笔记更新】-- 腾讯 （TCEHY） ➣ 阿里巴巴（BABA）美团...","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892185185","isVote":1,"tweetType":2,"object":{"id":"947c385f30a6479583d6b082c17ff3d2","tweetId":"892185185","title":"📈 📉 第521期：股市动荡！热股速评！Salesforce～ AMC～DraftKings ～JFrog ~ ➟ ➠【贝拉读书笔记更新】-- 腾讯 （TCEHY） ➣ 阿里巴巴（BABA）美团...","videoUrl":"http://v.tigerbbs.com/1628643978990639d7694e3d4ab0204e2a59552a202ac.mp4","poster":"https://static.tigerbbs.com/c57cfb98d91d7630aab3e4473639d45a","shareLink":"http://v.tigerbbs.com/1628643978990639d7694e3d4ab0204e2a59552a202ac.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362127794,"gmtCreate":1614609277718,"gmtModify":1703478819570,"author":{"id":"3508984198358779","authorId":"3508984198358779","authorIdStr":"3508984198358779","name":"王兰平","avatar":"https://static.tigerbbs.com/7c296d751704b329faf89f90bafb9da4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"终于起色了","listText":"终于起色了","text":"终于起色了","images":[{"img":"https://static.tigerbbs.com/7e8c4907813117af2c646962a19c75c6","width":"1125","height":"3386"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362127794","isVote":1,"tweetType":1,"viewCount":1356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}