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小脑斧大王
比大西几还厉害
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小脑斧大王
03-28
必跌
小脑斧大王
2021-09-24
$快手-W(01024)$
资不抵债的公司最近都要小心啊,随时暴
小脑斧大王
2021-09-21
$恒大汽车(00708)$
积重难返就是这个意思
小脑斧大王
2021-09-18
$快手-W(01024)$
谁能告诉我快手的负债都是些啥
小脑斧大王
2021-09-02
$快手-W(01024)$
估计要约谈抖音和快手了
小脑斧大王
2021-08-05
此文一发必然是要大跌了,软文!心里有鬼
股票解禁前夜,跟快手几位员工聊了聊:走,还是留?
小脑斧大王
2021-07-28
$快手-W(01024)$
快手负债率也太高了吧,亏损一直扩大,啥时候能还得起钱哦
小脑斧大王
2021-02-19
$国美零售(00493)$
听说马上公布老黄任职董事局主席了
小脑斧大王
2021-01-29
$游戏驿站(GME)$
我的战斗结束了[龇牙]
小脑斧大王
2021-01-15
$小米集团-W(01810)$
感谢川普送钱[龇牙]
小脑斧大王
2021-01-15
$小米集团-W(01810)$
我也不知道说啥好,今天可能要赚钱了吧
小脑斧大王
2021-01-04
$蔚来(NIO)$
今天空它是个正道
小脑斧大王
2020-12-22
$国美零售(00493)$
听说国美要造车
小脑斧大王
2020-12-03
$国美零售(00493)$
现在是明牌,耐心等明年2月16吧,老黄是保释不能抛头露面,还要定期报到[龇牙]
小脑斧大王
2020-11-25
$特斯拉(TSLA)$
空他,涨幅太多结合利空消息
小脑斧大王
2020-11-24
$小鹏汽车(XPEV)$
原油大涨对电车不利啊
小脑斧大王
2020-11-24
$小鹏汽车(XPEV)$
快跑吧
小脑斧大王
2020-11-24
$小鹏汽车(XPEV)$
接下来就真的是比看谁跑得快了[龇牙]
小脑斧大王
2020-11-19
$蛋壳公寓(DNK)$
政府出公告了,会不会停牌
小脑斧大王
2020-11-17
$君实生物(01877)$
CFO都开始避险离职了,这货完蛋了,兽爷威武
去老虎APP查看更多动态
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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, 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 <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":2024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803253369,"gmtCreate":1627443474351,"gmtModify":1627443474351,"author":{"id":"3515122840110942","authorId":"3515122840110942","name":"小脑斧大王","avatar":"https://static.tigerbbs.com/c661f4ee7d59f0295c79c6f97ba10e59","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515122840110942","authorIdStr":"3515122840110942"},"themes":[],"htmlText":"<a 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