松鼠打盹的个人主页 - 老虎社区

松鼠打盹

松鼠打盹

智力庸常、不求速富、只做价值投资、只做中长期投资。

IP属地：广东

51关注

2粉丝

1主题

0勋章

2022-02-10

不能这样啊你这样的做法是建立别人的亏损上面的不是双赢是你赢海底捞亏$海底捞(06862)$

海底捞自制锅底需额外收费？回应：各门店据实际情况决定网友：自制锅底不是海底捞“特色”么？

2022-01-19

$小鹏汽车(XPEV)$怎么回事？是被华为吓到了吗？

2022-01-13

$晶科能源(JKS)$市值就一百多亿直接融资就融100亿

2021-12-10

$爱奇艺(IQ)$到现在才成交不到500万美元真的是没有人感兴趣了吗？谁是凶手还不错啊会火🔥的

2020-11-12

很及时谢谢

拼多多财报前瞻：高盛“背书”，Q3业绩稳了？

2020-08-14

这篇文章不错，转发给大家看

技术分析入门：

2020-08-07

这什么垃圾估价

【券商聚焦】麦格里予中芯国际(00981)优于大市评级目标价14.15港元

2020-03-18

$美团点评-W(03690)$跟美团有什么关系？跌这么多

2020-03-02

$小米集团-W(01810)$ 盘后竞价是什么成交逻辑？

2020-02-28

$小米集团-W(01810)$ 竞价这个交易量是什么意思？

2020-02-21

好文章感谢

5G消费电子开启新赛道小米/华为/苹果新机供应链前瞻

2020-01-27

这篇文章不错，转发给大家看

抱歉，原内容已删除

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3517568047696404","uuid":"3517568047696404","gmtCreate":1554474026960,"gmtModify":1604674529799,"name":"松鼠打盹","pinyin":"ssddsongshudadun","introduction":"","introductionEn":"","signature":"智力庸常、不求速富、只做价值投资、只做中长期投资。","avatar":"https://static.tigerbbs.com/2fbfd3ef53d4fdd2a97deee8f032b5cc","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":51,"tweetSize":12,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5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":17,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.05","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.23","exceedPercentage":"93.39%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"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":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.65%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":6,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":631354664,"gmtCreate":1644499773163,"gmtModify":1644499773163,"author":{"id":"3517568047696404","authorId":"3517568047696404","name":"松鼠打盹","avatar":"https://static.tigerbbs.com/2fbfd3ef53d4fdd2a97deee8f032b5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517568047696404","authorIdStr":"3517568047696404"},"themes":[],"htmlText":"不能这样啊 你这样的做法是建立别人的亏损上面的&nbsp; 不是双赢&nbsp; 是你赢海底捞亏<a href=\"https://laohu8.com/S/06862\">$海底捞(06862)$</a>","listText":"不能这样啊 你这样的做法是建立别人的亏损上面的&nbsp; 不是双赢&nbsp; 是你赢海底捞亏<a href=\"https://laohu8.com/S/06862\">$海底捞(06862)$</a>","text":"不能这样啊 你这样的做法是建立别人的亏损上面的 不是双赢 是你赢海底捞亏$海底捞(06862)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631354664","repostId":"2210598455","repostType":2,"repost":{"id":"2210598455","pubTimestamp":1644485640,"share":"https://www.laohu8.com/m/news/2210598455?lang=&edition=full","pubTime":"2022-02-10 17:34","market":"hk","language":"zh","title":"海底捞自制锅底需额外收费？回应：各门店据实际情况决定 网友：自制锅底不是海底捞“特色”么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2210598455","media":"经济网","summary":"近日，有网友称海底捞自制锅底需额外收费。该网友介绍，自己在一家海底捞餐厅用餐时，用自选小料和清汤锅自制锅底，却被服务员告知，自制锅底需要额外收一个锅底的钱，经过交涉，店家最终没有收取该网友自制锅底费用...","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.06862&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　近日，有网友称<span><a href=\"https://laohu8.com/S/06862\">海底捞</a></span>自制锅底需额外收费。该网友介绍，自己在一家<span href=\"http://quote.eastmoney.com/unify/r/116.06862\" target=\"_blank\" web=\"1\">海底捞</span>餐厅用餐时，用自选小料和清汤锅自制锅底，却被服务员告知，自制锅底需要额外收一个锅底的钱，经过交涉，店家最终没有收取该网友自制锅底费用。</p>\n<center><img src=\"https://dfscdn.dfcfw.com/download/D25389852402646863224_w833h561.jpg\"/></center><p>　　但有不少网友表示，自己的自制锅底确实是额外收费的。</p>\n<center><img src=\"https://dfscdn.dfcfw.com/download/D24640525340897638671_w535h158.jpg\"/></center><p>　　对此，有媒体致电上海<span href=\"http://quote.eastmoney.com/unify/r/116.06862\" target=\"_blank\" web=\"1\">海底捞</span>门店，对方均表示，目前全国海底捞对自制锅底的行为，并未作出统一规定，由门店根据实际情况决定。</p>\n<p>　　据了解，在小红书上“挑战XX元吃海底捞”的攻略在随处可见。此前更有“一家三口17元吃海底捞”的事件曾引起了网友的激烈讨论。</p>\n<p>　　据媒体报道，在小红书上检索了100个曾到过海底捞“薅羊毛”的相关经历，统计了他们吃一顿海底捞的花费。结果显示平均消费为54.7元，其中分布最多的是0-20元和21-50元两个区间。值得注意的是，这个数字是一餐总共的花费，而不是人均消费。而海底捞2020年公布数据显示，这是一家人均消费为110元的火锅店。</p>\n<p>　　对于去海底捞“薅羊毛”的做法，引起了网友热议。</p>\n<p>　　有网友称，学会了，但是不太好意思这么干。</p>\n<p>　　有的网友表示，自己调制锅底其实没什么问题，不要浪费就行了。很多人就是一时心热，跟着网上的学自制锅底，最后都浪费了。</p>\n<p>　　有网友称，去吃海底捞不就是纯为了服务和好玩吗？不然有什么其它特色么？再说海底捞的锅底是很贵的，4宫格一格就要35左右。</p>\n<p>　　有的网友称，开门做生意，也不是每一单都赚钱的。不过要都是自带食材，自制锅底，什么餐厅都受不了啊。</p>\n<p>　　也有网友称，难道自制锅底不是海底捞的营销么？我身边朋友去海底捞基本都是点一做二或者点二做一。自制的比海底捞的还好吃，辣锅锅底还是海底捞小哥教我调的。商家自己允许且支持怎么就薅羊毛了，再者说，海底捞半份菜的价格都赶上一些火锅店整份菜价了。</p>\n<p>　　还有网友直言，现在海底捞的价格真的有点虚高。</p><p>（文章来源：经济网）</p>\n</div></body></html>","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>海底捞自制锅底需额外收费？回应：各门店据实际情况决定 网友：自制锅底不是海底捞“特色”么？</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海底捞自制锅底需额外收费？回应：各门店据实际情况决定 网友：自制锅底不是海底捞“特色”么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-10 17:34 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202202102272756187.html><strong>经济网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，有网友称海底捞自制锅底需额外收费。该网友介绍，自己在一家海底捞餐厅用餐时，用自选小料和清汤锅自制锅底，却被服务员告知，自制锅底需要额外收一个锅底的钱，经过交涉，店家最终没有收取该网友自制锅底费用。\n　　但有不少网友表示，自己的自制锅底确实是额外收费的。\n　　对此，有媒体致电上海海底捞门店，对方均表示，目前全国海底捞对自制锅底的行为，并未作出统一规定，由门店根据实际情况决定。\n　　据了解，在...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202202102272756187.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1604":"节假日概念","BK1591":"就地过年概念","BK1589":"北水核心资产","06862":"海底捞","BK1233":"餐馆","BK1583":"高瓴概念"},"source_url":"http://finance.eastmoney.com/a/202202102272756187.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210598455","content_text":"近日，有网友称海底捞自制锅底需额外收费。该网友介绍，自己在一家海底捞餐厅用餐时，用自选小料和清汤锅自制锅底，却被服务员告知，自制锅底需要额外收一个锅底的钱，经过交涉，店家最终没有收取该网友自制锅底费用。\n　　但有不少网友表示，自己的自制锅底确实是额外收费的。\n　　对此，有媒体致电上海海底捞门店，对方均表示，目前全国海底捞对自制锅底的行为，并未作出统一规定，由门店根据实际情况决定。\n　　据了解，在小红书上“挑战XX元吃海底捞”的攻略在随处可见。此前更有“一家三口17元吃海底捞”的事件曾引起了网友的激烈讨论。\n　　据媒体报道，在小红书上检索了100个曾到过海底捞“薅羊毛”的相关经历，统计了他们吃一顿海底捞的花费。结果显示平均消费为54.7元，其中分布最多的是0-20元和21-50元两个区间。值得注意的是，这个数字是一餐总共的花费，而不是人均消费。而海底捞2020年公布数据显示，这是一家人均消费为110元的火锅店。\n　　对于去海底捞“薅羊毛”的做法，引起了网友热议。\n　　有网友称，学会了，但是不太好意思这么干。\n　　有的网友表示，自己调制锅底其实没什么问题，不要浪费就行了。很多人就是一时心热，跟着网上的学自制锅底，最后都浪费了。\n　　有网友称，去吃海底捞不就是纯为了服务和好玩吗？不然有什么其它特色么？再说海底捞的锅底是很贵的，4宫格一格就要35左右。\n　　有的网友称，开门做生意，也不是每一单都赚钱的。不过要都是自带食材，自制锅底，什么餐厅都受不了啊。\n　　也有网友称，难道自制锅底不是海底捞的营销么？我身边朋友去海底捞基本都是点一做二或者点二做一。自制的比海底捞的还好吃，辣锅锅底还是海底捞小哥教我调的。商家自己允许且支持怎么就薅羊毛了，再者说，海底捞半份菜的价格都赶上一些火锅店整份菜价了。\n　　还有网友直言，现在海底捞的价格真的有点虚高。（文章来源：经济网）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697755911,"gmtCreate":1642603663910,"gmtModify":1642603663910,"author":{"id":"3517568047696404","authorId":"3517568047696404","name":"松鼠打盹","avatar":"https://static.tigerbbs.com/2fbfd3ef53d4fdd2a97deee8f032b5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517568047696404","authorIdStr":"3517568047696404"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>怎么回事？是被华为吓到了吗？","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>怎么回事？是被华为吓到了吗？","text":"$小鹏汽车(XPEV)$怎么回事？是被华为吓到了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697755911","isVote":1,"tweetType":1,"viewCount":1527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694485445,"gmtCreate":1642079030721,"gmtModify":1642079030721,"author":{"id":"3517568047696404","authorId":"3517568047696404","name":"松鼠打盹","avatar":"https://static.tigerbbs.com/2fbfd3ef53d4fdd2a97deee8f032b5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517568047696404","authorIdStr":"3517568047696404"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JKS\">$晶科能源(JKS)$</a>市值就一百多亿&nbsp; 直接融资就融100亿","listText":"<a href=\"https://laohu8.com/S/JKS\">$晶科能源(JKS)$</a>市值就一百多亿&nbsp; 直接融资就融100亿","text":"$晶科能源(JKS)$市值就一百多亿 直接融资就融100亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694485445","isVote":1,"tweetType":1,"viewCount":2013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605846071,"gmtCreate":1639148097296,"gmtModify":1639148097296,"author":{"id":"3517568047696404","authorId":"3517568047696404","name":"松鼠打盹","avatar":"https://static.tigerbbs.com/2fbfd3ef53d4fdd2a97deee8f032b5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517568047696404","authorIdStr":"3517568047696404"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a>到现在才成交不到500万美元&nbsp; 真的是没有人感兴趣了吗？谁是凶手还不错啊 会火🔥的","listText":"<a href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a>到现在才成交不到500万美元&nbsp; 真的是没有人感兴趣了吗？谁是凶手还不错啊 会火🔥的","text":"$爱奇艺(IQ)$到现在才成交不到500万美元 真的是没有人感兴趣了吗？谁是凶手还不错啊 会火🔥的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/605846071","isVote":1,"tweetType":1,"viewCount":1774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304963503,"gmtCreate":1605110525602,"gmtModify":1703836304994,"author":{"id":"3517568047696404","authorId":"3517568047696404","name":"松鼠打盹","avatar":"https://static.tigerbbs.com/2fbfd3ef53d4fdd2a97deee8f032b5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517568047696404","authorIdStr":"3517568047696404"},"themes":[],"htmlText":"很及时 谢谢","listText":"很及时 谢谢","text":"很及时 谢谢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304963503","repostId":"1126003754","repostType":2,"repost":{"id":"1126003754","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":1605069982,"share":"https://www.laohu8.com/m/news/1126003754?lang=&edition=full","pubTime":"2020-11-11 12:46","market":"us","language":"zh","title":"拼多多财报前瞻：高盛“背书”，Q3业绩稳了？","url":"https://stock-news.laohu8.com/highlight/detail?id=1126003754","media":"老虎资讯综合","summary":"近日电商股是市场关注的焦点，不仅因为双十一购物节，还因为市场监管总局的一纸《关于平台经济领域的反垄断指南（征求意见稿）》。伴随电商股的剧烈波动，拼多多将于11月12日美股盘前发布2020年第三季度财务","content":"<p>近日电商股是市场关注的焦点，不仅因为双十一购物节，还因为市场监管总局的一纸《关于平台经济领域的反垄断指南（征求意见稿）》。伴随电商股的剧烈波动，拼多多将于11月12日美股盘前发布2020年第三季度财务报告，这也给拼多多带来了更多的变数。不过，上周高盛发布的报告，似乎是一颗定心丸。有了高盛的“背书”，拼多多Q3业绩稳了吗？</p><p><b>二季度业绩回顾</b></p><p>二季度拼多多交上了一份喜忧参半的财报。公司从疫情的冲击中恢复过来，营收同比增长67%，好于一季度的43%，不过该增速未达到分析师的预期；此外，公司的净亏损同比大幅收窄。运营方面，拼多多二季度GMV增速放缓，但用户基础稳步扩大，目前已超越京东，紧追阿里。具体财务数据如下：</p><p>营收方面，拼多多第二季度<b>营收</b>为121.93亿元，较去年同期的72.90亿元增长67%，但不及市场预期。</p><p><img src=\"https://static.tigerbbs.com/c0c6af2dc326f5eae95655df0c923296\" tg-width=\"526\" tg-height=\"416\"></p><p>非通用会计准则下，拼多多二季度归属于普通股股东的<b>净亏损</b>为7724万元，较去年同期的亏损4.11亿元大幅收窄。</p><p><img src=\"https://static.tigerbbs.com/5d6ea0469c67ea0ef2035d8cfa8b2267\" tg-width=\"766\" tg-height=\"601\"></p><p>此外，最能代表拼多多“后来者狂奔追赶”的指标<b>GMV</b>，这一季度只增长了47.6%，这样的增长对拼多多来说已经属于非常低的水平，上一季度的增速为90%。</p><p><img src=\"https://static.tigerbbs.com/1002701c51f575b93cec7b9f8cbb9a11\" tg-width=\"776\" tg-height=\"558\"></p><p><b>活跃用户</b>方面，截至2020年6月30日，拼多多年活跃买家数达6.832亿，较去年同期的4.832亿增长41%，一年净增了2亿。其中，二季度单更是新增5510万，创上市以来最大单季增长。</p><p><img src=\"https://static.tigerbbs.com/67284e1b23445888250a7075ed41bd3b\" tg-width=\"756\" tg-height=\"551\"></p><p><b>三季度财报看点前瞻</b></p><p>三季度一直以来都是电商的淡季，主要是因为618和双十一都不在此财务周期。而三季度最大的看点，恐怕要数活跃用户能否超越阿里。</p><p>从二季度的财报看，拼多多用户依然保持高速增长，二季度新增5510万的最大单季涨幅，将京东和阿里甩在身后，在活跃用户上继续大幅缩小与电商巨头的用户数差距。同一季度内，京东年活跃用户新增3000万至4.2亿，阿里国内市场新增1600万至7.42亿。此前，高盛预计，拼多多三季度月活跃用户将首次迈过7亿大关，增长至7.18亿，与阿里巴巴的差距进一步缩小。</p><p><b>其次，拼多多三季度上线社区团购平台“多多买菜”。</b>事实上，社区团购的赛道早在2018年就在一级市场热起来了，拼多多也曾先后推出“拼小站”项目和“快团团”，两次入局社区团购，本次推出的“多多买菜”是第三次攻入该赛道。</p><p>&nbsp;互联网怪盗团撰文表示，对于拼多多而言，社区团购简直是一个绝妙的新增长引擎，它几乎完全符合拼多多既有的用户画像和运营策略，可以无缝移植过去几年拼多多拥有的一切优势：</p><ul><li>&nbsp;社区团购的主力消费人群是大妈（也有一部分大爷），这些人早已被拼多多牢牢掌控了；哪怕是不用拼多多的大妈，也会一天到晚使用微信。所以，社区团购的胜利者注定是“腾讯系”公司，至少是能够自由使用微信流量的公司。</li><li>社区团购的核心是社交链——你购买的是每日必需品，简直就是在与别人共享生活，对于强社交的需求甚至高于拼多多原有业务。从这个角度看，拼多多于2020年初推出拼小圈，也是为发展社区团购布下的棋子之一。</li><li>在现阶段，社区团购的核心是生鲜（农产品）和日用品，而这恰好是拼多多的强项，也非常符合拼多多的“白牌爆款”逻辑——我们可以认为，绝大部分农产品都是白牌，而绝大多数日用品都符合单品爆款逻辑。</li></ul><ul><li>拼多多对整个消费品供应链的掌控还远远无法与阿里、京东相提并论，但是它对农产品供应链的掌控已经比较好了。今年以来，拼多多进一步加强了对农产品供应链的投资，喊出了“2025年农产品GMV破万亿”的口号。市场一直觉得这个目标不可理喻，但是如果社区团购做起来，那就完全可以理解了。</li></ul><p>高盛预计，拼多多今年第三季度GMV（成交总额）将达4210亿元人民币，同比增长69%，较市场预期高12%。高盛报告还指出，随着“多多买菜”开始发力，用户的购买频率和黏性进一步提高，助推了拼多多用户的总使用时长。</p><p><b>彭博社一致预期</b></p><p>彭博社预期，三季度拼多多营收121.81亿元，同比增长62.1%；调整后净亏损12.7亿元，调整后每股亏损1.24元。</p><p><img src=\"https://static.tigerbbs.com/973b74895373a16ebacc8f1c803f1860\" tg-width=\"1918\" tg-height=\"724\"></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>拼多多财报前瞻：高盛“背书”，Q3业绩稳了？</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拼多多财报前瞻：高盛“背书”，Q3业绩稳了？\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\">2020-11-11 12:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>近日电商股是市场关注的焦点，不仅因为双十一购物节，还因为市场监管总局的一纸《关于平台经济领域的反垄断指南（征求意见稿）》。伴随电商股的剧烈波动，拼多多将于11月12日美股盘前发布2020年第三季度财务报告，这也给拼多多带来了更多的变数。不过，上周高盛发布的报告，似乎是一颗定心丸。有了高盛的“背书”，拼多多Q3业绩稳了吗？</p><p><b>二季度业绩回顾</b></p><p>二季度拼多多交上了一份喜忧参半的财报。公司从疫情的冲击中恢复过来，营收同比增长67%，好于一季度的43%，不过该增速未达到分析师的预期；此外，公司的净亏损同比大幅收窄。运营方面，拼多多二季度GMV增速放缓，但用户基础稳步扩大，目前已超越京东，紧追阿里。具体财务数据如下：</p><p>营收方面，拼多多第二季度<b>营收</b>为121.93亿元，较去年同期的72.90亿元增长67%，但不及市场预期。</p><p><img src=\"https://static.tigerbbs.com/c0c6af2dc326f5eae95655df0c923296\" tg-width=\"526\" tg-height=\"416\"></p><p>非通用会计准则下，拼多多二季度归属于普通股股东的<b>净亏损</b>为7724万元，较去年同期的亏损4.11亿元大幅收窄。</p><p><img src=\"https://static.tigerbbs.com/5d6ea0469c67ea0ef2035d8cfa8b2267\" tg-width=\"766\" tg-height=\"601\"></p><p>此外，最能代表拼多多“后来者狂奔追赶”的指标<b>GMV</b>，这一季度只增长了47.6%，这样的增长对拼多多来说已经属于非常低的水平，上一季度的增速为90%。</p><p><img src=\"https://static.tigerbbs.com/1002701c51f575b93cec7b9f8cbb9a11\" tg-width=\"776\" tg-height=\"558\"></p><p><b>活跃用户</b>方面，截至2020年6月30日，拼多多年活跃买家数达6.832亿，较去年同期的4.832亿增长41%，一年净增了2亿。其中，二季度单更是新增5510万，创上市以来最大单季增长。</p><p><img src=\"https://static.tigerbbs.com/67284e1b23445888250a7075ed41bd3b\" tg-width=\"756\" tg-height=\"551\"></p><p><b>三季度财报看点前瞻</b></p><p>三季度一直以来都是电商的淡季，主要是因为618和双十一都不在此财务周期。而三季度最大的看点，恐怕要数活跃用户能否超越阿里。</p><p>从二季度的财报看，拼多多用户依然保持高速增长，二季度新增5510万的最大单季涨幅，将京东和阿里甩在身后，在活跃用户上继续大幅缩小与电商巨头的用户数差距。同一季度内，京东年活跃用户新增3000万至4.2亿，阿里国内市场新增1600万至7.42亿。此前，高盛预计，拼多多三季度月活跃用户将首次迈过7亿大关，增长至7.18亿，与阿里巴巴的差距进一步缩小。</p><p><b>其次，拼多多三季度上线社区团购平台“多多买菜”。</b>事实上，社区团购的赛道早在2018年就在一级市场热起来了，拼多多也曾先后推出“拼小站”项目和“快团团”，两次入局社区团购，本次推出的“多多买菜”是第三次攻入该赛道。</p><p>&nbsp;互联网怪盗团撰文表示，对于拼多多而言，社区团购简直是一个绝妙的新增长引擎，它几乎完全符合拼多多既有的用户画像和运营策略，可以无缝移植过去几年拼多多拥有的一切优势：</p><ul><li>&nbsp;社区团购的主力消费人群是大妈（也有一部分大爷），这些人早已被拼多多牢牢掌控了；哪怕是不用拼多多的大妈，也会一天到晚使用微信。所以，社区团购的胜利者注定是“腾讯系”公司，至少是能够自由使用微信流量的公司。</li><li>社区团购的核心是社交链——你购买的是每日必需品，简直就是在与别人共享生活，对于强社交的需求甚至高于拼多多原有业务。从这个角度看，拼多多于2020年初推出拼小圈，也是为发展社区团购布下的棋子之一。</li><li>在现阶段，社区团购的核心是生鲜（农产品）和日用品，而这恰好是拼多多的强项，也非常符合拼多多的“白牌爆款”逻辑——我们可以认为，绝大部分农产品都是白牌，而绝大多数日用品都符合单品爆款逻辑。</li></ul><ul><li>拼多多对整个消费品供应链的掌控还远远无法与阿里、京东相提并论，但是它对农产品供应链的掌控已经比较好了。今年以来，拼多多进一步加强了对农产品供应链的投资，喊出了“2025年农产品GMV破万亿”的口号。市场一直觉得这个目标不可理喻，但是如果社区团购做起来，那就完全可以理解了。</li></ul><p>高盛预计，拼多多今年第三季度GMV（成交总额）将达4210亿元人民币，同比增长69%，较市场预期高12%。高盛报告还指出，随着“多多买菜”开始发力，用户的购买频率和黏性进一步提高，助推了拼多多用户的总使用时长。</p><p><b>彭博社一致预期</b></p><p>彭博社预期，三季度拼多多营收121.81亿元，同比增长62.1%；调整后净亏损12.7亿元，调整后每股亏损1.24元。</p><p><img src=\"https://static.tigerbbs.com/973b74895373a16ebacc8f1c803f1860\" tg-width=\"1918\" tg-height=\"724\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6ae592b8e0da3ebec267f267bb1d6bdf","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126003754","content_text":"近日电商股是市场关注的焦点，不仅因为双十一购物节，还因为市场监管总局的一纸《关于平台经济领域的反垄断指南（征求意见稿）》。伴随电商股的剧烈波动，拼多多将于11月12日美股盘前发布2020年第三季度财务报告，这也给拼多多带来了更多的变数。不过，上周高盛发布的报告，似乎是一颗定心丸。有了高盛的“背书”，拼多多Q3业绩稳了吗？二季度业绩回顾二季度拼多多交上了一份喜忧参半的财报。公司从疫情的冲击中恢复过来，营收同比增长67%，好于一季度的43%，不过该增速未达到分析师的预期；此外，公司的净亏损同比大幅收窄。运营方面，拼多多二季度GMV增速放缓，但用户基础稳步扩大，目前已超越京东，紧追阿里。具体财务数据如下：营收方面，拼多多第二季度营收为121.93亿元，较去年同期的72.90亿元增长67%，但不及市场预期。非通用会计准则下，拼多多二季度归属于普通股股东的净亏损为7724万元，较去年同期的亏损4.11亿元大幅收窄。此外，最能代表拼多多“后来者狂奔追赶”的指标GMV，这一季度只增长了47.6%，这样的增长对拼多多来说已经属于非常低的水平，上一季度的增速为90%。活跃用户方面，截至2020年6月30日，拼多多年活跃买家数达6.832亿，较去年同期的4.832亿增长41%，一年净增了2亿。其中，二季度单更是新增5510万，创上市以来最大单季增长。三季度财报看点前瞻三季度一直以来都是电商的淡季，主要是因为618和双十一都不在此财务周期。而三季度最大的看点，恐怕要数活跃用户能否超越阿里。从二季度的财报看，拼多多用户依然保持高速增长，二季度新增5510万的最大单季涨幅，将京东和阿里甩在身后，在活跃用户上继续大幅缩小与电商巨头的用户数差距。同一季度内，京东年活跃用户新增3000万至4.2亿，阿里国内市场新增1600万至7.42亿。此前，高盛预计，拼多多三季度月活跃用户将首次迈过7亿大关，增长至7.18亿，与阿里巴巴的差距进一步缩小。其次，拼多多三季度上线社区团购平台“多多买菜”。事实上，社区团购的赛道早在2018年就在一级市场热起来了，拼多多也曾先后推出“拼小站”项目和“快团团”，两次入局社区团购，本次推出的“多多买菜”是第三次攻入该赛道。 互联网怪盗团撰文表示，对于拼多多而言，社区团购简直是一个绝妙的新增长引擎，它几乎完全符合拼多多既有的用户画像和运营策略，可以无缝移植过去几年拼多多拥有的一切优势： 社区团购的主力消费人群是大妈（也有一部分大爷），这些人早已被拼多多牢牢掌控了；哪怕是不用拼多多的大妈，也会一天到晚使用微信。所以，社区团购的胜利者注定是“腾讯系”公司，至少是能够自由使用微信流量的公司。社区团购的核心是社交链——你购买的是每日必需品，简直就是在与别人共享生活，对于强社交的需求甚至高于拼多多原有业务。从这个角度看，拼多多于2020年初推出拼小圈，也是为发展社区团购布下的棋子之一。在现阶段，社区团购的核心是生鲜（农产品）和日用品，而这恰好是拼多多的强项，也非常符合拼多多的“白牌爆款”逻辑——我们可以认为，绝大部分农产品都是白牌，而绝大多数日用品都符合单品爆款逻辑。拼多多对整个消费品供应链的掌控还远远无法与阿里、京东相提并论，但是它对农产品供应链的掌控已经比较好了。今年以来，拼多多进一步加强了对农产品供应链的投资，喊出了“2025年农产品GMV破万亿”的口号。市场一直觉得这个目标不可理喻，但是如果社区团购做起来，那就完全可以理解了。高盛预计，拼多多今年第三季度GMV（成交总额）将达4210亿元人民币，同比增长69%，较市场预期高12%。高盛报告还指出，随着“多多买菜”开始发力，用户的购买频率和黏性进一步提高，助推了拼多多用户的总使用时长。彭博社一致预期彭博社预期，三季度拼多多营收121.81亿元，同比增长62.1%；调整后净亏损12.7亿元，调整后每股亏损1.24元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":947555644,"gmtCreate":1597367880188,"gmtModify":1704215605288,"author":{"id":"3517568047696404","authorId":"3517568047696404","name":"松鼠打盹","avatar":"https://static.tigerbbs.com/2fbfd3ef53d4fdd2a97deee8f032b5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517568047696404","authorIdStr":"3517568047696404"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/947555644","repostId":"20181128065522303","repostType":13,"repost":{"supObjectId":"C20181129021508647","supType":16,"gid":"C20181129021508647","title":"技术分析入门","desc":"资深交易者带你学习技术分析","level":0,"speaker":"PPT金融","content":"<p><b>主讲人：</b></p><p>PPT金融创始人&nbsp;Michael</p>","url":"https://static.tigerbbs.com/a339668b93a602aaadf9d4096148ebe7","link":"https://laohu8.com/RN?name=RNCollege&page=%2Fcollege%2Fcourse&rndata=%7B%22gid%22%3A%22C20181129021508647%22%7D","cate_info":{"column_gid":"C20181129021508647","gid":"K20200706093439259","cate_name":"新手必看","desc":"打开投资小白的理财大门","status":0},"is_hot":false,"sup_object_id":"C20181129021508647","sup_type":"C20181129021508647"},"isVote":1,"tweetType":1,"viewCount":1422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":944302771,"gmtCreate":1596764426693,"gmtModify":1704213513619,"author":{"id":"3517568047696404","authorId":"3517568047696404","name":"松鼠打盹","avatar":"https://static.tigerbbs.com/2fbfd3ef53d4fdd2a97deee8f032b5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517568047696404","authorIdStr":"3517568047696404"},"themes":[],"htmlText":"这什么垃圾估价","listText":"这什么垃圾估价","text":"这什么垃圾估价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/944302771","repostId":"2057575321","repostType":2,"repost":{"id":"2057575321","pubTimestamp":1596764143,"share":"https://www.laohu8.com/m/news/2057575321?lang=&edition=full","pubTime":"2020-08-07 09:35","market":"hk","language":"zh","title":"【券商聚焦】麦格里予中芯国际(00981)优于大市评级 目标价14.15港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2057575321","media":"凤凰网港股","summary":"凤凰网港股|麦格里发研报指，中芯国际二季度收入9.38亿美元，环比升4%，同比升19%，符合市场预期。期内，毛利率26.5%，高于预期26.2%，在指引区间（26-28%）之内。研报续指，公司运营成本","content":"<html><body><article><p>凤凰网港股|麦格里发研报指，<a href=\"https://laohu8.com/S/00981\">中芯国际</a>二季度收入9.38亿美元，环比升4%，同比升19%，符合市场预期。期内，毛利率26.5%，高于预期26.2%，在指引区间（26-28%）之内。</p><p>研报续指，公司运营成本从首季的27.2%降至次季收入的23.7%，致使7个季度亏损后的营业利润2600万美元，优于麦格理预期的1400万美元，低于市场预期的5600万美元。 期内公司净收入1.38亿美元，高于麦格理/市场预期的1.1亿美元/9千万美元。</p><p>该行预计，公司第三季度毛利率为19-21%，而麦格理/共识预计23%。这意味着<a href=\"https://laohu8.com/S/688981\">中芯国际</a>将在中期恢复至3600万美元的经营损失，而麦格理/市场共识预计的经营利润为5100万美元/5800万美元。</p><p>该行予中芯国际优于大市评级，目标价14.15港元。</p></article></body></html>","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>【券商聚焦】麦格里予中芯国际(00981)优于大市评级 目标价14.15港元</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【券商聚焦】麦格里予中芯国际(00981)优于大市评级 目标价14.15港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-08-07 09:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008070935537b242575&s=b><strong>凤凰网港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>凤凰网港股|麦格里发研报指，中芯国际二季度收入9.38亿美元，环比升4%，同比升19%，符合市场预期。期内，毛利率26.5%，高于预期26.2%，在指引区间（26-28%）之内。研报续指，公司运营成本从首季的27.2%降至次季收入的23.7%，致使7个季度亏损后的营业利润2600万美元，优于麦格理预期的1400万美元，低于市场预期的5600万美元。 期内公司净收入1.38亿美元，高于麦格理/市场...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008070935537b242575&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/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"688981":"中芯国际","00981":"中芯国际"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008070935537b242575&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2057575321","content_text":"凤凰网港股|麦格里发研报指，中芯国际二季度收入9.38亿美元，环比升4%，同比升19%，符合市场预期。期内，毛利率26.5%，高于预期26.2%，在指引区间（26-28%）之内。研报续指，公司运营成本从首季的27.2%降至次季收入的23.7%，致使7个季度亏损后的营业利润2600万美元，优于麦格理预期的1400万美元，低于市场预期的5600万美元。 期内公司净收入1.38亿美元，高于麦格理/市场预期的1.1亿美元/9千万美元。该行预计，公司第三季度毛利率为19-21%，而麦格理/共识预计23%。这意味着中芯国际将在中期恢复至3600万美元的经营损失，而麦格理/市场共识预计的经营利润为5100万美元/5800万美元。该行予中芯国际优于大市评级，目标价14.15港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":967993746,"gmtCreate":1584518365685,"gmtModify":1704354556855,"author":{"id":"3517568047696404","authorId":"3517568047696404","name":"松鼠打盹","avatar":"https://static.tigerbbs.com/2fbfd3ef53d4fdd2a97deee8f032b5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517568047696404","authorIdStr":"3517568047696404"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a>跟美团有什么关系？跌这么多","listText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a>跟美团有什么关系？跌这么多","text":"$美团点评-W(03690)$跟美团有什么关系？跌这么多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/967993746","isVote":1,"tweetType":1,"viewCount":1905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":983970747,"gmtCreate":1583137946889,"gmtModify":1704348715691,"author":{"id":"3517568047696404","authorId":"3517568047696404","name":"松鼠打盹","avatar":"https://static.tigerbbs.com/2fbfd3ef53d4fdd2a97deee8f032b5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517568047696404","authorIdStr":"3517568047696404"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>&nbsp;盘后竞价是什么成交逻辑？","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>&nbsp;盘后竞价是什么成交逻辑？","text":"$小米集团-W(01810)$ 盘后竞价是什么成交逻辑？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/983970747","isVote":1,"tweetType":1,"viewCount":3278,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3486943967603425","authorId":"3486943967603425","name":"天曉知","avatar":"https://static.tigerbbs.com/ababf7feb3a8ded764626e83419595a3","crmLevel":1,"crmLevelSwitch":0,"idStr":"3486943967603425","authorIdStr":"3486943967603425"},"content":"大戶玩意。。","text":"大戶玩意。。","html":"大戶玩意。。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":989580874,"gmtCreate":1582877083398,"gmtModify":1704348095937,"author":{"id":"3517568047696404","authorId":"3517568047696404","name":"松鼠打盹","avatar":"https://static.tigerbbs.com/2fbfd3ef53d4fdd2a97deee8f032b5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517568047696404","authorIdStr":"3517568047696404"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>&nbsp;竞价这个交易量是什么意思？","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>&nbsp;竞价这个交易量是什么意思？","text":"$小米集团-W(01810)$ 竞价这个交易量是什么意思？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/989580874","isVote":1,"tweetType":1,"viewCount":4274,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3486943967603425","authorId":"3486943967603425","name":"天曉知","avatar":"https://static.tigerbbs.com/ababf7feb3a8ded764626e83419595a3","crmLevel":1,"crmLevelSwitch":0,"idStr":"3486943967603425","authorIdStr":"3486943967603425"},"content":"恆指全日總成交1600憶，都2，3年未出現過。","text":"恆指全日總成交1600憶，都2，3年未出現過。","html":"恆指全日總成交1600憶，都2，3年未出現過。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":980343569,"gmtCreate":1582215578351,"gmtModify":1704346140824,"author":{"id":"3517568047696404","authorId":"3517568047696404","name":"松鼠打盹","avatar":"https://static.tigerbbs.com/2fbfd3ef53d4fdd2a97deee8f032b5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517568047696404","authorIdStr":"3517568047696404"},"themes":[],"htmlText":"好文章&nbsp; 感谢","listText":"好文章&nbsp; 感谢","text":"好文章 感谢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/980343569","repostId":"2012101550","repostType":2,"repost":{"id":"2012101550","pubTimestamp":1582201097,"share":"https://www.laohu8.com/m/news/2012101550?lang=&edition=full","pubTime":"2020-02-20 20:18","market":"sh","language":"zh","title":"5G消费电子开启新赛道 小米/华为/苹果新机供应链前瞻","url":"https://stock-news.laohu8.com/highlight/detail?id=2012101550","media":"证券市场红周刊","summary":"文|李沐遥5G时代下，通信技术升级所引发的电子产品更新换代的战况愈演愈烈。消费电子产业又将迎来怎样的新迭代周期？7nm工艺处理器、UFS3.0、Wifi6成5G手机新赛道？2月12日三星发布GalaxyS2 ...","content":"<html><body><div>\n<p>　　<strong>文|李沐遥</strong></p><p>　　5G时代下，通信技术升级所引发的电子产品更新换代的战况愈演愈烈。消费电子产业又将迎来怎样的新迭代周期？</p><p>　　<strong>7nm工艺处理器、UFS3.0、Wifi6</strong></p><p>　　<strong>成5G手机新赛道？</strong></p><p>　　2月12日<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>发布GalaxyS20系列，2月13日小米10全网发布，2月25日VIVO子品牌IQOO35G旗舰也将发布，从目前公布的性能配置5G旗舰手机的锁定几大关键词：7nm工艺5G双模处理器、LPDDR5、UFS3.0/3.1、120Hz屏幕刷新率、4500mAh+电池。</p><p>　　追求更高端的处理器、更快速的内存闪存性能，超高清的手机屏幕、更高容量电池、优良的拍照及摄像功能、更强的快充及散热性；意味着2020年的5G智能手机领域以上特性将成为厂商共同追求的目标，由此迸发的产业链需求不可小觑。</p><p>　　<strong>重头戏在下半年：</strong></p><p>　　华为的下一代麒麟芯片1020(5nm工艺)晶体管数量或达120亿个，预计下半年的Mate40系列，则会首发麒麟1020处理器。性能相较于麒麟990增幅超过50%，而<a href=\"https://laohu8.com/S/QCOM\">高通</a>骁龙865较前代骁龙855性能只提升了25%。</p><p>　　<a href=\"https://laohu8.com/S/AAPL\">苹果</a>A14(5nm工艺)晶体管数量或达125亿个，下半年的iPhone12系列苹果手机，将成为5nm芯片的第一批手机。苹果A14处理器支持5G网络，此外还开发了inFO天线封装技术，单单这一项技术就能在提高15%的性能同时减少15%的热阻。</p><p>　　芯片制程越低，同样面积的芯片，晶体管就越多，性能越强。因此从处理器的性能上，或将形成：</p><p>　　苹果A14&gt;麒麟1020&gt;骁龙865。</p><p>　　目前晶圆代工龙头<a href=\"https://laohu8.com/S/TSM\">台积电</a>5纳米制程将于第二季正式进入量产。2月20日，据设备业者消息，下半年台积电5纳米接单已满！除了苹果新一代A14应用处理器，还包括华为海思新款5G规格Kirin手机芯片，以及高通5G数据机芯片X60及新一代骁龙875手机芯片。</p><p>　　<strong>二级市场涨幅表现：GaN&gt;wifi6&gt;面板</strong></p><p>　　喜新厌旧(GaN、WiFi6都是新概念)是市场的一贯作风，小米新技术也带来了相关上市公司二级市场的最近强势表现。</p><p>　　<strong>相关公司A股如下：</strong></p><p>　　<strong>2月13日至今，三大概念代表股涨幅：</strong></p><p>　　 GaN：<a href=\"https://laohu8.com/S/002255\">海陆重工</a>（002255）5连板，<a href=\"https://laohu8.com/S/002023\">海特高新</a>（002023）6个交易日涨幅64.97%。</p><p>　　 WiFi6：<a href=\"https://laohu8.com/S/603068\">博通集成</a>（603068）最高涨幅41.39%，<a href=\"https://laohu8.com/S/300504\">天邑股份</a>（300504）最高31%。</p><p>　　<strong>面板：<a href=\"https://laohu8.com/S/000100\">TCL科技</a>20.72%</strong></p><p>　　<strong>这里聊聊wifi6</strong></p><p>　　2018年10月4日，WiFi联盟宣布将下一代WiFi技术802.11AX更名为WiFi6</p><p>　　<strong>早期的WiFi出现年份和全新的WiFi名称：</strong></p><p>　　802.11b—Wifi1(1999)</p><p>　　802.11a—Wifi2(1999)</p><p>　　802.11g—Wifi3(2003)</p><p>　　802.11n—Wifi4(2009)</p><p>　　802.11ac—Wifi5(2014)</p><p>　　具体技术细节不表，一句话概括就是对于80Ghz信道上的单个空间流，WiFi5的理论速度是866MB/s，WiFi6的理论速度是1201MB/s。它的传输更快了，</p><p>　　但是使用WiFi6，必须进行硬件升级，意味着消费者要自己购买WiFi6路由器，但在国内WiFi6的产业链不成熟，且WiFi6具备的特性5G基本具备，但5G具有的性能WiFi6不具备的情况下，其普及速度一定比5G要慢。(WIFI6技术全球最顶级的厂家是美国的<a href=\"https://laohu8.com/S/AVGO\">博通</a>全球市占率超过70%)所以，相比之下，追求更高清面板、布局GaN技术，是华为、OPPO、三星、苹果都会做的事儿。</p><p>　　<strong>手机厂商的上游供应商</strong></p><p>　　4G时代，智能机市场已经逐渐饱和。2016年开始，手机出货增速首次下滑到5%以下。2018年，全球智能手机出货量为14.06亿部，同比下滑4.04%。5G换机潮带来的是手机销量的回暖，这对上游产业链相关公司业绩是一大刺激。</p><p>　　<strong>智能手机产业链包括：</strong></p><p>　　上游：主要包括操作系统开发商、芯片开发商及元器件供应商。</p><p>　　中游：主要包括手机设计公司、智能手机生产企业等。</p><p>　　下游：手机销售厂商等。</p><p>　　2019年出货量前5大智能手机厂商：三星、华为、苹果、小米、OPPO。</p><p>　　无论是哪家厂商，都跳不出这个圈子。</p><p>　　<strong> A股中产业链对应公司：</strong></p><p>　　<strong>摄像头模组：<a href=\"https://laohu8.com/S/002456\">欧菲光</a></strong></p><p>　　<strong>内存NOR FLASH：<a href=\"https://laohu8.com/S/603986\">兆易创新</a></strong></p><p>　　<strong>芯片封装：<a href=\"https://laohu8.com/S/600584\">长电科技</a>、<a href=\"https://laohu8.com/S/002185\">华天科技</a>、<a href=\"https://laohu8.com/S/002156\">通富微电</a></strong></p><p>　　<strong>显示屏材料：<a href=\"https://laohu8.com/S/000413\">东旭光电</a></strong></p><p>　　<strong>显示屏设备：<a href=\"https://laohu8.com/S/300567\">精测电子</a>、<a href=\"https://laohu8.com/S/300545\">联得装备</a>、<a href=\"https://laohu8.com/S/002008\">大族激光</a></strong></p><p>　　<strong>显示屏面板：<a href=\"https://laohu8.com/S/000725\">京东方A</a>、TCL科技、<a href=\"https://laohu8.com/S/000050\">深天马A</a> </strong></p><p>　　<strong>射频：<a href=\"https://laohu8.com/S/300782\">卓胜微</a></strong></p><p>　　<strong>天线：<a href=\"https://laohu8.com/S/300136\">信维通信</a>、<a href=\"https://laohu8.com/S/300322\">硕贝德</a>、<a href=\"https://laohu8.com/S/002475\">立讯精密</a></strong></p><p>　　<strong> FPC/PCB：<a href=\"https://laohu8.com/S/002938\">鹏鼎控股</a>、<a href=\"https://laohu8.com/S/002384\">东山精密</a>、<a href=\"https://laohu8.com/S/002916\">深南电路</a></strong></p><p>　　<strong>手机组装：<a href=\"https://laohu8.com/S/600745\">闻泰科技</a>、<a href=\"https://laohu8.com/S/000021\">深科技</a></strong></p><p>　　<strong>电池组装：<a href=\"https://laohu8.com/S/000049\">德赛电池</a>、<a href=\"https://laohu8.com/S/300207\">欣旺达</a></strong></p><p>　　外壳：<a href=\"https://laohu8.com/S/300115\">长盈精密</a>（300115）、<a href=\"https://laohu8.com/S/002600\">领益智造</a>（002600）、<a href=\"https://laohu8.com/S/002681\">奋达科技</a>（002681）、<a href=\"https://laohu8.com/S/603626\">科森科技</a>（603626）、<a href=\"https://laohu8.com/S/002426\">胜利精密</a>（002426）、<a href=\"https://laohu8.com/S/300433\">蓝思科技</a>（300433）、<a href=\"https://laohu8.com/S/300256\">星星科技</a>（300256）</p><p>　　<strong>需要强调的是：</strong></p><p>　　1、以上都是明牌，5G手机后面应用到的新科技，需要时刻。</p><p>　　2、5G手机放量是个缓慢的过程，更大的比拼还在后面，因此留给产业链上游公司业绩释放也是缓慢的过程。同时需要注意的是，新技术的突破也在不断刷新，科技型公司原则上市没有护城河的，一旦新技术的突破和替代都将对行业格局产生较大影响，股票价格持续泡沫过程中，需注意投资风险。</p><p>　　》 </p><p>　　<strong>↓ </strong></p><p><img src=\"http://e.thsi.cn/img/e106515a840f58ba\"/></p><strong></strong> <p><strong>关注<a href=\"https://laohu8.com/S/300033\">同花顺</a>财经（ths518），获取更多机会</strong></p>\n<span></span>\n</div></body></html>","source":"tonghuashun","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>5G消费电子开启新赛道 小米/华为/苹果新机供应链前瞻</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\">\n5G消费电子开启新赛道 小米/华为/苹果新机供应链前瞻\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-02-20 20:18 北京时间&nbsp;&nbsp;&nbsp;<a href=http://stock.10jqka.com.cn/usstock/20200220/c617689171.shtml><strong>证券市场红周刊</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文|李沐遥　　5G时代下，通信技术升级所引发的电子产品更新换代的战况愈演愈烈。消费电子产业又将迎来怎样的新迭代周期？　　7nm工艺处理器、UFS3.0、Wifi6　　成5G手机新赛道？　　2月12日三星发布GalaxyS20系列，2月13日小米10全网发布，2月25日VIVO子品牌IQOO35G旗舰也将发布，从目前公布的性能配置5G旗舰手机的锁定几大关键词：7nm工艺5G双模处理器、LPDDR5、...</p>\n\n<a href=\"http://stock.10jqka.com.cn/usstock/20200220/c617689171.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b404fb9c9ce943d48d73d9e4b47bb53c","relate_stocks":{"09086":"华夏纳指-U","03086":"华夏纳指","AAPL":"苹果","01810":"小米集团-W"},"source_url":"http://stock.10jqka.com.cn/usstock/20200220/c617689171.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/f0343184bd9b9c963ed02b302442e2b8","article_id":"2012101550","content_text":"文|李沐遥　　5G时代下，通信技术升级所引发的电子产品更新换代的战况愈演愈烈。消费电子产业又将迎来怎样的新迭代周期？　　7nm工艺处理器、UFS3.0、Wifi6　　成5G手机新赛道？　　2月12日三星发布GalaxyS20系列，2月13日小米10全网发布，2月25日VIVO子品牌IQOO35G旗舰也将发布，从目前公布的性能配置5G旗舰手机的锁定几大关键词：7nm工艺5G双模处理器、LPDDR5、UFS3.0/3.1、120Hz屏幕刷新率、4500mAh+电池。　　追求更高端的处理器、更快速的内存闪存性能，超高清的手机屏幕、更高容量电池、优良的拍照及摄像功能、更强的快充及散热性；意味着2020年的5G智能手机领域以上特性将成为厂商共同追求的目标，由此迸发的产业链需求不可小觑。　　重头戏在下半年：　　华为的下一代麒麟芯片1020(5nm工艺)晶体管数量或达120亿个，预计下半年的Mate40系列，则会首发麒麟1020处理器。性能相较于麒麟990增幅超过50%，而高通骁龙865较前代骁龙855性能只提升了25%。　　苹果A14(5nm工艺)晶体管数量或达125亿个，下半年的iPhone12系列苹果手机，将成为5nm芯片的第一批手机。苹果A14处理器支持5G网络，此外还开发了inFO天线封装技术，单单这一项技术就能在提高15%的性能同时减少15%的热阻。　　芯片制程越低，同样面积的芯片，晶体管就越多，性能越强。因此从处理器的性能上，或将形成：　　苹果A14>麒麟1020>骁龙865。　　目前晶圆代工龙头台积电5纳米制程将于第二季正式进入量产。2月20日，据设备业者消息，下半年台积电5纳米接单已满！除了苹果新一代A14应用处理器，还包括华为海思新款5G规格Kirin手机芯片，以及高通5G数据机芯片X60及新一代骁龙875手机芯片。　　二级市场涨幅表现：GaN>wifi6>面板　　喜新厌旧(GaN、WiFi6都是新概念)是市场的一贯作风，小米新技术也带来了相关上市公司二级市场的最近强势表现。　　相关公司A股如下：　　2月13日至今，三大概念代表股涨幅：　　 GaN：海陆重工（002255）5连板，海特高新（002023）6个交易日涨幅64.97%。　　 WiFi6：博通集成（603068）最高涨幅41.39%，天邑股份（300504）最高31%。　　面板：TCL科技20.72%　　这里聊聊wifi6　　2018年10月4日，WiFi联盟宣布将下一代WiFi技术802.11AX更名为WiFi6　　早期的WiFi出现年份和全新的WiFi名称：　　802.11b—Wifi1(1999)　　802.11a—Wifi2(1999)　　802.11g—Wifi3(2003)　　802.11n—Wifi4(2009)　　802.11ac—Wifi5(2014)　　具体技术细节不表，一句话概括就是对于80Ghz信道上的单个空间流，WiFi5的理论速度是866MB/s，WiFi6的理论速度是1201MB/s。它的传输更快了，　　但是使用WiFi6，必须进行硬件升级，意味着消费者要自己购买WiFi6路由器，但在国内WiFi6的产业链不成熟，且WiFi6具备的特性5G基本具备，但5G具有的性能WiFi6不具备的情况下，其普及速度一定比5G要慢。(WIFI6技术全球最顶级的厂家是美国的博通全球市占率超过70%)所以，相比之下，追求更高清面板、布局GaN技术，是华为、OPPO、三星、苹果都会做的事儿。　　手机厂商的上游供应商　　4G时代，智能机市场已经逐渐饱和。2016年开始，手机出货增速首次下滑到5%以下。2018年，全球智能手机出货量为14.06亿部，同比下滑4.04%。5G换机潮带来的是手机销量的回暖，这对上游产业链相关公司业绩是一大刺激。　　智能手机产业链包括：　　上游：主要包括操作系统开发商、芯片开发商及元器件供应商。　　中游：主要包括手机设计公司、智能手机生产企业等。　　下游：手机销售厂商等。　　2019年出货量前5大智能手机厂商：三星、华为、苹果、小米、OPPO。　　无论是哪家厂商，都跳不出这个圈子。　　 A股中产业链对应公司：　　摄像头模组：欧菲光　　内存NOR FLASH：兆易创新　　芯片封装：长电科技、华天科技、通富微电　　显示屏材料：东旭光电　　显示屏设备：精测电子、联得装备、大族激光　　显示屏面板：京东方A、TCL科技、深天马A 　　射频：卓胜微　　天线：信维通信、硕贝德、立讯精密　　 FPC/PCB：鹏鼎控股、东山精密、深南电路　　手机组装：闻泰科技、深科技　　电池组装：德赛电池、欣旺达　　外壳：长盈精密（300115）、领益智造（002600）、奋达科技（002681）、科森科技（603626）、胜利精密（002426）、蓝思科技（300433）、星星科技（300256）　　需要强调的是：　　1、以上都是明牌，5G手机后面应用到的新科技，需要时刻。　　2、5G手机放量是个缓慢的过程，更大的比拼还在后面，因此留给产业链上游公司业绩释放也是缓慢的过程。同时需要注意的是，新技术的突破也在不断刷新，科技型公司原则上市没有护城河的，一旦新技术的突破和替代都将对行业格局产生较大影响，股票价格持续泡沫过程中，需注意投资风险。　　》 　　↓  关注同花顺财经（ths518），获取更多机会","news_type":1},"isVote":1,"tweetType":1,"viewCount":1522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":912138405,"gmtCreate":1580098925807,"gmtModify":1704340787386,"author":{"id":"3517568047696404","authorId":"3517568047696404","name":"松鼠打盹","avatar":"https://static.tigerbbs.com/2fbfd3ef53d4fdd2a97deee8f032b5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517568047696404","authorIdStr":"3517568047696404"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/912138405","repostId":"912076177","repostType":1,"isVote":1,"tweetType":1,"viewCount":674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":989580874,"gmtCreate":1582877083398,"gmtModify":1704348095937,"author":{"id":"3517568047696404","authorId":"3517568047696404","name":"松鼠打盹","avatar":"https://static.tigerbbs.com/2fbfd3ef53d4fdd2a97deee8f032b5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517568047696404","authorIdStr":"3517568047696404"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>&nbsp;竞价这个交易量是什么意思？","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>&nbsp;竞价这个交易量是什么意思？","text":"$小米集团-W(01810)$ 竞价这个交易量是什么意思？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/989580874","isVote":1,"tweetType":1,"viewCount":4274,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3486943967603425","authorId":"3486943967603425","name":"天曉知","avatar":"https://static.tigerbbs.com/ababf7feb3a8ded764626e83419595a3","crmLevel":1,"crmLevelSwitch":0,"idStr":"3486943967603425","authorIdStr":"3486943967603425"},"content":"恆指全日總成交1600憶，都2，3年未出現過。","text":"恆指全日總成交1600憶，都2，3年未出現過。","html":"恆指全日總成交1600憶，都2，3年未出現過。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605846071,"gmtCreate":1639148097296,"gmtModify":1639148097296,"author":{"id":"3517568047696404","authorId":"3517568047696404","name":"松鼠打盹","avatar":"https://static.tigerbbs.com/2fbfd3ef53d4fdd2a97deee8f032b5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517568047696404","authorIdStr":"3517568047696404"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a>到现在才成交不到500万美元&nbsp; 真的是没有人感兴趣了吗？谁是凶手还不错啊 会火🔥的","listText":"<a href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a>到现在才成交不到500万美元&nbsp; 真的是没有人感兴趣了吗？谁是凶手还不错啊 会火🔥的","text":"$爱奇艺(IQ)$到现在才成交不到500万美元 真的是没有人感兴趣了吗？谁是凶手还不错啊 会火🔥的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/605846071","isVote":1,"tweetType":1,"viewCount":1774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":983970747,"gmtCreate":1583137946889,"gmtModify":1704348715691,"author":{"id":"3517568047696404","authorId":"3517568047696404","name":"松鼠打盹","avatar":"https://static.tigerbbs.com/2fbfd3ef53d4fdd2a97deee8f032b5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517568047696404","authorIdStr":"3517568047696404"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>&nbsp;盘后竞价是什么成交逻辑？","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>&nbsp;盘后竞价是什么成交逻辑？","text":"$小米集团-W(01810)$ 盘后竞价是什么成交逻辑？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/983970747","isVote":1,"tweetType":1,"viewCount":3278,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3486943967603425","authorId":"3486943967603425","name":"天曉知","avatar":"https://static.tigerbbs.com/ababf7feb3a8ded764626e83419595a3","crmLevel":1,"crmLevelSwitch":0,"idStr":"3486943967603425","authorIdStr":"3486943967603425"},"content":"大戶玩意。。","text":"大戶玩意。。","html":"大戶玩意。。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631354664,"gmtCreate":1644499773163,"gmtModify":1644499773163,"author":{"id":"3517568047696404","authorId":"3517568047696404","name":"松鼠打盹","avatar":"https://static.tigerbbs.com/2fbfd3ef53d4fdd2a97deee8f032b5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517568047696404","authorIdStr":"3517568047696404"},"themes":[],"htmlText":"不能这样啊 你这样的做法是建立别人的亏损上面的&nbsp; 不是双赢&nbsp; 是你赢海底捞亏<a href=\"https://laohu8.com/S/06862\">$海底捞(06862)$</a>","listText":"不能这样啊 你这样的做法是建立别人的亏损上面的&nbsp; 不是双赢&nbsp; 是你赢海底捞亏<a href=\"https://laohu8.com/S/06862\">$海底捞(06862)$</a>","text":"不能这样啊 你这样的做法是建立别人的亏损上面的 不是双赢 是你赢海底捞亏$海底捞(06862)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631354664","repostId":"2210598455","repostType":2,"isVote":1,"tweetType":1,"viewCount":1634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697755911,"gmtCreate":1642603663910,"gmtModify":1642603663910,"author":{"id":"3517568047696404","authorId":"3517568047696404","name":"松鼠打盹","avatar":"https://static.tigerbbs.com/2fbfd3ef53d4fdd2a97deee8f032b5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517568047696404","authorIdStr":"3517568047696404"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>怎么回事？是被华为吓到了吗？","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>怎么回事？是被华为吓到了吗？","text":"$小鹏汽车(XPEV)$怎么回事？是被华为吓到了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697755911","isVote":1,"tweetType":1,"viewCount":1527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694485445,"gmtCreate":1642079030721,"gmtModify":1642079030721,"author":{"id":"3517568047696404","authorId":"3517568047696404","name":"松鼠打盹","avatar":"https://static.tigerbbs.com/2fbfd3ef53d4fdd2a97deee8f032b5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517568047696404","authorIdStr":"3517568047696404"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JKS\">$晶科能源(JKS)$</a>市值就一百多亿&nbsp; 直接融资就融100亿","listText":"<a href=\"https://laohu8.com/S/JKS\">$晶科能源(JKS)$</a>市值就一百多亿&nbsp; 直接融资就融100亿","text":"$晶科能源(JKS)$市值就一百多亿 直接融资就融100亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694485445","isVote":1,"tweetType":1,"viewCount":2013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304963503,"gmtCreate":1605110525602,"gmtModify":1703836304994,"author":{"id":"3517568047696404","authorId":"3517568047696404","name":"松鼠打盹","avatar":"https://static.tigerbbs.com/2fbfd3ef53d4fdd2a97deee8f032b5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517568047696404","authorIdStr":"3517568047696404"},"themes":[],"htmlText":"很及时 谢谢","listText":"很及时 谢谢","text":"很及时 谢谢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304963503","repostId":"1126003754","repostType":2,"isVote":1,"tweetType":1,"viewCount":1923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":947555644,"gmtCreate":1597367880188,"gmtModify":1704215605288,"author":{"id":"3517568047696404","authorId":"3517568047696404","name":"松鼠打盹","avatar":"https://static.tigerbbs.com/2fbfd3ef53d4fdd2a97deee8f032b5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517568047696404","authorIdStr":"3517568047696404"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/947555644","repostId":"20181128065522303","repostType":13,"repost":{"supObjectId":"C20181129021508647","supType":16,"gid":"C20181129021508647","title":"技术分析入门","desc":"资深交易者带你学习技术分析","level":0,"speaker":"PPT金融","content":"<p><b>主讲人：</b></p><p>PPT金融创始人&nbsp;Michael</p>","url":"https://static.tigerbbs.com/a339668b93a602aaadf9d4096148ebe7","link":"https://laohu8.com/RN?name=RNCollege&page=%2Fcollege%2Fcourse&rndata=%7B%22gid%22%3A%22C20181129021508647%22%7D","cate_info":{"column_gid":"C20181129021508647","gid":"K20200706093439259","cate_name":"新手必看","desc":"打开投资小白的理财大门","status":0},"is_hot":false,"sup_object_id":"C20181129021508647","sup_type":"C20181129021508647"},"isVote":1,"tweetType":1,"viewCount":1422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":944302771,"gmtCreate":1596764426693,"gmtModify":1704213513619,"author":{"id":"3517568047696404","authorId":"3517568047696404","name":"松鼠打盹","avatar":"https://static.tigerbbs.com/2fbfd3ef53d4fdd2a97deee8f032b5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517568047696404","authorIdStr":"3517568047696404"},"themes":[],"htmlText":"这什么垃圾估价","listText":"这什么垃圾估价","text":"这什么垃圾估价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/944302771","repostId":"2057575321","repostType":2,"isVote":1,"tweetType":1,"viewCount":1736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":967993746,"gmtCreate":1584518365685,"gmtModify":1704354556855,"author":{"id":"3517568047696404","authorId":"3517568047696404","name":"松鼠打盹","avatar":"https://static.tigerbbs.com/2fbfd3ef53d4fdd2a97deee8f032b5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517568047696404","authorIdStr":"3517568047696404"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a>跟美团有什么关系？跌这么多","listText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a>跟美团有什么关系？跌这么多","text":"$美团点评-W(03690)$跟美团有什么关系？跌这么多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/967993746","isVote":1,"tweetType":1,"viewCount":1905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":980343569,"gmtCreate":1582215578351,"gmtModify":1704346140824,"author":{"id":"3517568047696404","authorId":"3517568047696404","name":"松鼠打盹","avatar":"https://static.tigerbbs.com/2fbfd3ef53d4fdd2a97deee8f032b5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517568047696404","authorIdStr":"3517568047696404"},"themes":[],"htmlText":"好文章&nbsp; 感谢","listText":"好文章&nbsp; 感谢","text":"好文章 感谢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/980343569","repostId":"2012101550","repostType":2,"isVote":1,"tweetType":1,"viewCount":1522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":912138405,"gmtCreate":1580098925807,"gmtModify":1704340787386,"author":{"id":"3517568047696404","authorId":"3517568047696404","name":"松鼠打盹","avatar":"https://static.tigerbbs.com/2fbfd3ef53d4fdd2a97deee8f032b5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517568047696404","authorIdStr":"3517568047696404"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/912138405","repostId":"912076177","repostType":1,"isVote":1,"tweetType":1,"viewCount":674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}