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Benson_7377

Benson_7377

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IP属地：上海

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0勋章

2022-12-15

跟她就死

坚定看多！“木头姐”再次抄底特斯拉和Coinbase

2022-01-07

大脸了，3.一股都没有

3 Cathie Wood Loser Stocks That Could Be 2022 Winners

2021-09-17

中信不说我还想买，它发话了，肯定不能买

容联云(RAAS.US)：“CC+CRM+SCRM”闭环生态渐成型，获各大行提升目标价

2020-11-30

$晶科能源(JKS)$sb,公布假财报日期坑人，小心再骗一次

2020-11-17

$晶科能源(JKS)$这不是欺诈吗？说好的财报不发，误发人啊

2020-11-17

$晶科能源(JKS)$财报呢。。。，

2020-11-17

$晶科能源(JKS)$他妈的财报呢

2020-05-19

$宏道资讯(BVSNQ)$我有做空3000股，谁有做多的，想平联系我一起想办法

2019-08-09

$老虎证券(TIGR)$ 注意多次出现挂1手卖盘，明显是想打下来吸筹嘛

2019-08-09

$老虎证券(TIGR)$ 明显感觉要发力了，总得逐步加码，耐心等待⌛️

2019-08-09

$老虎证券(TIGR)$ 在努力拉起，是有希望的

2019-07-24

$老虎证券(TIGR)$ 跌破4再买吧

去老虎APP查看更多动态

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13:43","market":"us","language":"zh","title":"坚定看多！“木头姐”再次抄底特斯拉和Coinbase","url":"https://stock-news.laohu8.com/highlight/detail?id=2291705815","media":"环球市场播报","summary":"凯茜·伍德（Cathie Wood）的基金周三买入了特斯拉和Coinbase的更多股份，强调了她的信念，即电动汽车和加密货币是未来的主要趋势。伍德旗下包括方舟创新ETF（ARKK）在内的所有基金当天买","content":"<html><head></head><body><p>凯茜·伍德（Cathie Wood）的基金周三买入了<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和Coinbase的更多股份，强调了她的信念，即电动汽车和加密货币是未来的主要趋势。</p><p>伍德旗下包括方舟创新ETF（ARKK）在内的所有基金当天买入了特斯拉近7.5万股股票，以及约29.7万股Coinbase股票，延续了自去年10月开始的逢低买入趋势。</p><p>尽管加密货币帝国FTX的崩溃引发了市场前所未有的波动，将Coinbase的股价周二推至创纪录低点，周三略有反弹，但方舟仍在继续买入Coinbase。</p><p>与此同时，特斯拉的股价处于两年多来的最低点，原因是人们担心潜在的经济衰退、美联储的鹰派立场以及创始人埃隆·马斯克继续减持该电动汽车制造商的股份。</p></body></html>","source":"sina_us","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 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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坚定看多！“木头姐”再次抄底特斯拉和Coinbase\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-15 13:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2022-12-15/doc-imxwttiv9772502.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>凯茜·伍德（Cathie Wood）的基金周三买入了特斯拉和Coinbase的更多股份，强调了她的信念，即电动汽车和加密货币是未来的主要趋势。伍德旗下包括方舟创新ETF（ARKK）在内的所有基金当天买入了特斯拉近7.5万股股票，以及约29.7万股Coinbase股票，延续了自去年10月开始的逢低买入趋势。尽管加密货币帝国FTX的崩溃引发了市场前所未有的波动，将Coinbase的股价周二推至创纪录...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-12-15/doc-imxwttiv9772502.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/1c5f852a03ae51e0b36d443ba682fdf3","relate_stocks":{"LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4551":"寇图资本持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4574":"无人驾驶","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4581":"高盛持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4112":"金融交易所和数据","BK4548":"巴美列捷福持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4539":"次新股","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","TSLA":"特斯拉","LU0823411888.USD":"法巴消费创新基金 Cap","BK4554":"元宇宙及AR概念","COIN":"Coinbase Global, Inc.","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4535":"淡马锡持仓","BK4527":"明星科技股","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4550":"红杉资本持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-12-15/doc-imxwttiv9772502.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291705815","content_text":"凯茜·伍德（Cathie Wood）的基金周三买入了特斯拉和Coinbase的更多股份，强调了她的信念，即电动汽车和加密货币是未来的主要趋势。伍德旗下包括方舟创新ETF（ARKK）在内的所有基金当天买入了特斯拉近7.5万股股票，以及约29.7万股Coinbase股票，延续了自去年10月开始的逢低买入趋势。尽管加密货币帝国FTX的崩溃引发了市场前所未有的波动，将Coinbase的股价周二推至创纪录低点，周三略有反弹，但方舟仍在继续买入Coinbase。与此同时，特斯拉的股价处于两年多来的最低点，原因是人们担心潜在的经济衰退、美联储的鹰派立场以及创始人埃隆·马斯克继续减持该电动汽车制造商的股份。","news_type":1},"isVote":1,"tweetType":1,"viewCount":868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695272231,"gmtCreate":1641485934026,"gmtModify":1641485934026,"author":{"id":"3521641359092856","authorId":"3521641359092856","name":"Benson_7377","avatar":"https://static.tigerbbs.com/fee9458c29cdccf10af7ec01155dc7f0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521641359092856","authorIdStr":"3521641359092856"},"themes":[],"htmlText":"大脸了，3.一股都没有","listText":"大脸了，3.一股都没有","text":"大脸了，3.一股都没有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695272231","repostId":"2200472854","repostType":2,"repost":{"id":"2200472854","kind":"highlight","pubTimestamp":1641191260,"share":"https://www.laohu8.com/m/news/2200472854?lang=&edition=full","pubTime":"2022-01-03 14:27","market":"us","language":"en","title":"3 Cathie Wood Loser Stocks That Could Be 2022 Winners","url":"https://stock-news.laohu8.com/highlight/detail?id=2200472854","media":"Motley Fool","summary":"It's been a tough year for Cathie Wood, but 2022 could be shaping up for a rebound.","content":"<html><head></head><body><p>Famed innovation investor Cathie Wood&#39;s flagship <b><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a></b> had a 2021 to forget, down 22% over the past year, while the <b>Nasdaq </b>has galloped 61% higher. Many of her favorite stock picks have busted, and investors might be questioning whether she&#39;s lost her touch.</p><p>Fear not; success in the stock market rarely moves in a straight line. I&#39;ve identified three Cathie Wood favorites that have had rough years but are poised to snap back into winning form in 2022.</p><h2>1. Teladoc</h2><p>ARK&#39;s bet on telehealth company <b>Teladoc Health</b> (NYSE:TDOC) has been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of its largest ideas in 2021. The stock has fallen a whopping 70% from its highs earlier this year, yet Teladoc still represents approximately 5.8% of the market value in ARK&#39;s Innovation ETF, the fund&#39;s third-highest weighting.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b2eb5fe0b44d84e06255dac0a0e72de\" tg-width=\"700\" tg-height=\"456\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images</span></p><p>Teladoc&#39;s revenue growth rapidly picked up during the height of lockdowns when people were less willing or able to go to a physical doctor&#39;s office. Revenue growth soared to a triple-figure pace, so it&#39;s only natural that growth would revert lower again as lockdowns ended; it&#39;s hard to maintain triple-digit growth! But the market has sold the stock off anyway, potentially thinking that the business was reliant on COVID for its growth.</p><p>Ironically, the stock has sold off so much that it&#39;s now cheaper than before COVID, with a price-to-sales ratio of just over seven. Meanwhile, management has guided for 25% to 30% revenue growth per year through 2024, meaning that the company will build on its COVID-driven growth instead of giving it back.</p><p>In other words, the growth Teladoc saw during the pandemic is here to stay, and the company will add to it in the years to come. With a compressed valuation, investors could see the stock begin to reflect the expected growth over the next several years.</p><h2>2. Roku</h2><p>Streaming is another big idea at ARK, and smartTV and ad-tech platform <b>Roku</b> (NASDAQ:ROKU) is arguably the king of the streaming world. The stock is down more than 50% from its highs and carries the second-highest weighting in ARK&#39;s Innovation ETF at just over 6%.</p><p>Roku&#39;s had a similar problem to Teladoc; it saw growth accelerate during lockdowns, and investor sentiment is turning on Roku now that growth is slowing in the face of the higher 2020 figures it&#39;s had to follow. Its most recent quarter, 2021&#39;s third quarter, saw 23% account growth year over year, one of its lowest-growth quarters in years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8f112929e596b1c2a87363b0151ec11\" tg-width=\"720\" tg-height=\"449\" width=\"100%\" height=\"auto\"/><span>ROKU Revenue (Quarterly YoY Growth) data by YCharts</span></p><p>The stock&#39;s valuation has come back down to &#34;normal&#34; after the sell-off, yet the business seems strong moving forward. User growth may slow some, but Roku is in the early stages of its international expansion, so there is still a long runway to pick up new users.</p><p>Meanwhile, average revenue per user (ARPU) grew 49% year over year in 2021 Q3, showing that Roku&#39;s momentum in making money from its user base remains strong. Investors could see continued organic growth begin to drive the share price once again, now that the froth in the stock&#39;s valuation has burned off.</p><h2>3. Coinbase</h2><p>Cryptocurrency remains a new and exciting industry for investors. ARK has been adding shares of cryptocurrency technology company <b>Coinbase Global</b> (NASDAQ:COIN) to the ARK Innovation ETF since the company&#39;s IPO earlier this year. The stock is the fifth-highest weighting in the fund, at roughly 5%.</p><p>The stock is down about 40% since hitting highs a couple of months ago, and the company&#39;s rapid growth has pushed the stock&#39;s P/S ratio down throughout the year. Coinbase generated $1.2 billion in net revenue in 2021 Q3, a more than fourfold increase year over year.</p><p>Cryptocurrencies can be volatile at times, and Coinbase&#39;s core business is its exchange, where it gets revenue from cryptocurrency trades on its platform. The mystery surrounding cryptocurrency and its long-term outlook could make investors a little uncertain of Coinbase, which might explain some of the sell-off the stock has seen, despite its growth.</p><p>But a compressing valuation leaves more room for upside as Coinbase continues to grow. If cryptocurrency adoption continues, Coinbase will be one of the best stocks for exposure to the sector&#39;s growth. Meanwhile, non-fungible tokens (NFTs) are rising in popularity, and Coinbase&#39;s looming NFT marketplace could be a catalyst that helps push the stock upward in 2022.</p></body></html>","source":"fool_stock","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>3 Cathie Wood Loser Stocks That Could Be 2022 Winners</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\">\n3 Cathie Wood Loser Stocks That Could Be 2022 Winners\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-03 14:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/02/3-cathie-wood-loser-stocks-that-could-be-2022-winn/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Famed innovation investor Cathie Wood's flagship ARK Innovation ETF had a 2021 to forget, down 22% over the past year, while the Nasdaq has galloped 61% higher. Many of her favorite stock picks have ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/02/3-cathie-wood-loser-stocks-that-could-be-2022-winn/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","COIN":"Coinbase Global, Inc.","TDOC":"Teladoc Health Inc."},"source_url":"https://www.fool.com/investing/2022/01/02/3-cathie-wood-loser-stocks-that-could-be-2022-winn/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2200472854","content_text":"Famed innovation investor Cathie Wood's flagship ARK Innovation ETF had a 2021 to forget, down 22% over the past year, while the Nasdaq has galloped 61% higher. Many of her favorite stock picks have busted, and investors might be questioning whether she's lost her touch.Fear not; success in the stock market rarely moves in a straight line. I've identified three Cathie Wood favorites that have had rough years but are poised to snap back into winning form in 2022.1. TeladocARK's bet on telehealth company Teladoc Health (NYSE:TDOC) has been one of its largest ideas in 2021. The stock has fallen a whopping 70% from its highs earlier this year, yet Teladoc still represents approximately 5.8% of the market value in ARK's Innovation ETF, the fund's third-highest weighting.Image source: Getty ImagesTeladoc's revenue growth rapidly picked up during the height of lockdowns when people were less willing or able to go to a physical doctor's office. Revenue growth soared to a triple-figure pace, so it's only natural that growth would revert lower again as lockdowns ended; it's hard to maintain triple-digit growth! But the market has sold the stock off anyway, potentially thinking that the business was reliant on COVID for its growth.Ironically, the stock has sold off so much that it's now cheaper than before COVID, with a price-to-sales ratio of just over seven. Meanwhile, management has guided for 25% to 30% revenue growth per year through 2024, meaning that the company will build on its COVID-driven growth instead of giving it back.In other words, the growth Teladoc saw during the pandemic is here to stay, and the company will add to it in the years to come. With a compressed valuation, investors could see the stock begin to reflect the expected growth over the next several years.2. RokuStreaming is another big idea at ARK, and smartTV and ad-tech platform Roku (NASDAQ:ROKU) is arguably the king of the streaming world. The stock is down more than 50% from its highs and carries the second-highest weighting in ARK's Innovation ETF at just over 6%.Roku's had a similar problem to Teladoc; it saw growth accelerate during lockdowns, and investor sentiment is turning on Roku now that growth is slowing in the face of the higher 2020 figures it's had to follow. Its most recent quarter, 2021's third quarter, saw 23% account growth year over year, one of its lowest-growth quarters in years.ROKU Revenue (Quarterly YoY Growth) data by YChartsThe stock's valuation has come back down to \"normal\" after the sell-off, yet the business seems strong moving forward. User growth may slow some, but Roku is in the early stages of its international expansion, so there is still a long runway to pick up new users.Meanwhile, average revenue per user (ARPU) grew 49% year over year in 2021 Q3, showing that Roku's momentum in making money from its user base remains strong. Investors could see continued organic growth begin to drive the share price once again, now that the froth in the stock's valuation has burned off.3. CoinbaseCryptocurrency remains a new and exciting industry for investors. ARK has been adding shares of cryptocurrency technology company Coinbase Global (NASDAQ:COIN) to the ARK Innovation ETF since the company's IPO earlier this year. The stock is the fifth-highest weighting in the fund, at roughly 5%.The stock is down about 40% since hitting highs a couple of months ago, and the company's rapid growth has pushed the stock's P/S ratio down throughout the year. Coinbase generated $1.2 billion in net revenue in 2021 Q3, a more than fourfold increase year over year.Cryptocurrencies can be volatile at times, and Coinbase's core business is its exchange, where it gets revenue from cryptocurrency trades on its platform. The mystery surrounding cryptocurrency and its long-term outlook could make investors a little uncertain of Coinbase, which might explain some of the sell-off the stock has seen, despite its growth.But a compressing valuation leaves more room for upside as Coinbase continues to grow. If cryptocurrency adoption continues, Coinbase will be one of the best stocks for exposure to the sector's growth. Meanwhile, non-fungible tokens (NFTs) are rising in popularity, and Coinbase's looming NFT marketplace could be a catalyst that helps push the stock upward in 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":884292214,"gmtCreate":1631891569138,"gmtModify":1631930917959,"author":{"id":"3521641359092856","authorId":"3521641359092856","name":"Benson_7377","avatar":"https://static.tigerbbs.com/fee9458c29cdccf10af7ec01155dc7f0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521641359092856","authorIdStr":"3521641359092856"},"themes":[],"htmlText":"中信不说我还想买，它发话了，肯定不能买","listText":"中信不说我还想买，它发话了，肯定不能买","text":"中信不说我还想买，它发话了，肯定不能买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/884292214","repostId":"2167030077","repostType":2,"repost":{"id":"2167030077","kind":"news","pubTimestamp":1631524067,"share":"https://www.laohu8.com/m/news/2167030077?lang=&edition=full","pubTime":"2021-09-13 17:07","market":"hk","language":"zh","title":"容联云(RAAS.US)：“CC+CRM+SCRM”闭环生态渐成型，获各大行提升目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=2167030077","media":"格隆汇","summary":"在报告中，大行纷纷上调了目标价，并皆给予买入评级。一直以来，容联云身上“标签”众多。中信证券指出，2021年第一季度容联云的CC和UC&C业务的总收入1.022亿元首次超过CPaaS业务的收入1.017亿元。第一个增长点，是云CC业务增加CRM和SCRM的内涵。中信证券指出，容联云依靠“内生式增长+外延式扩张”战略，打造了企业 SCRM-CC-CRM 闭环。","content":"<html><body><p><span>近期，多个大行更新了<a href=\"https://laohu8.com/S/RAAS\">容联云</a>的跟踪报告。在报告中，大行纷纷上调了目标价，并皆给予买入评级。</span></p><p><b>一直以来，容联云身上“标签”众多。容联云既是中国SaaS企业赴美上市第一股，又是中国最大的多业务云通讯服务商。</b><span>因其兼具稀缺性与领先优势，一直备受资本市场关注，这也是其获得多家大行覆盖的原因。</span></p><p><span>而当前大行对于目标价的调整，是否说明基本面在产生较大变化，因此并带来价值重估？</span></p><p><span>我们一起来看看。</span></p><p><font color=\"#ff0000\"> <b>一、一个关键的结构升级：</b></font></p><p><font color=\"#ff0000\"><b>从CPaaS到聚焦CC及UC&amp;C</b></font></p><p><span>公司以云计算的方式，为企业客户提供通讯方面的</span><span>PaaS</span><span>和</span><span>SaaS</span><span>服务，主要业务板块包括</span><span>CPaaS</span><span>通讯能力（语音、短信等）、</span><span>CC</span><span>（<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>云客服与云联络中心）和</span><span>UC&amp;C</span><span>（</span><span>IM</span><span>及企业移动门户、双录、视觉智能）。</span></p><p><span>中国云通信市场正在黄金发展期，渗透率正在快速提高，尤其是</span><span>CC</span><span>和</span><span>UC&amp;C</span><span>赛道的增速十分突出。根据</span><span>CIC</span><span>数据显示，</span><span>2019</span><span>年中国云通信市场规模达</span><span>357</span><span>亿元，</span><span>2015</span><span>年</span><span>-2019</span><span>年间的</span><span>CAGR</span><span>达</span><span>21.7%</span><span>。预计</span><span>2019</span><span>至</span><span>2024</span><span>年云通信市场规模的</span><span>CAGR</span><span>将达</span><span>23.3%</span><span>，并突破千亿规模。其中，</span><span>2019</span><span>年</span><span>-2024</span><span>年，云客服</span><span>CC</span><span>市场规模的</span><span>CAGR</span><span>达</span><span>34.1%</span><span>，音视频通信</span><span>UC&amp;C</span><span>业务的</span><span>CAGR</span><span>达</span><span>34.1%</span><span>，这两个市场已度过培育期，正在迎来高速成长期，能把握行业机遇的玩家，有望得到高成长性作为回报。</span></p><p><span><a href=\"https://laohu8.com/S/600030\">中信证券</a>指出，公司未来发力点着重在智能云客服与云联络中心（</span><span>CC</span><span>）业务，提供</span><span> All in One </span><span>全渠道智能联络中心。从财务数据来看，</span><span>2018</span><span>年</span><span>-2020</span><span>年</span><span>CC</span><span>业务在的收入的</span><span>CAGR</span><span>达</span><span>37.5%</span><span>，</span><span>2021</span><span>年一、二季度成长再提速，收入同比增长分别高达</span><span>63.4%/</span><span>高达</span><span>105.11%</span><span>。。<a href=\"https://laohu8.com/S/06030\">中信证券</a>指出，</span><span>2021</span><span>年第一季度容联云的</span><span>CC</span><span>和</span><span>UC&amp;C</span><span>业务的总收入</span><span>1.022</span><span>亿元首次超过</span><span>CPaaS</span><span>业务的收入</span><span>1.017</span><span>亿元。这或能说明，</span><b>CC和UC&amp;C业务已经替代CPaaS，成为容联云更强劲的成长引擎。</b></p><p>这是一个值得投资者注意的关键性改变。容联云除了会获得更高收入增速外，还会迎来更高的盈利水平。</p><p><b>财务数据亦可印证此趋势下——公司的毛利率持续提升。</b>这是由于云CC业务和云UC&amp;C业务的毛利率，远高于CPaaS解决方案。CPaaS受制于移动网络运营商的电信资源成本较高，而CC业务与UC&amp;C业务具备高标准化与高议价能力。2020年云CC业务毛利率/云UC&amp;C业务的毛利率分别为55.8%/45.4%，高出CPaaS业务26.9/16.5个百分点。</p><p><a href=\"https://laohu8.com/S/601066\">中信建投</a>预计，未来两年中这两个业务会有望保持40%以上的增速。而随着高毛利率业务占比的持续提升，公司整体盈利水平也会持续提升。</p><p><font color=\"#ff0000\"><b>二、两个新增长点：</b></font></p><p><font color=\"#ff0000\"><b>CC+CRM+SCRM闭环逐步成型，以及“出海”布局加速</b></font><span> </span></p><p>具体来看，容联云迎来两个新的增长点。</p><p><b>第一个增长点，是云CC业务增加CRM和SCRM的内涵。</b></p><p>中信证券指出，容联云依靠“内生式增长+外延式扩张”战略，打造了企业 SCRM-CC-CRM 闭环。首先，容联云进行内生品牌升级，拓展业务版图。早前，公司推出了自己的品牌“聚客”SCRM， 为企业提供营销+获客+转化的全链路式服务。2021 年 6 月，公司正式完成从 “容联云通讯”到“容联云”的品牌升级，旗下业务包含新营销服务云、产业数字云以及政企智能云三大板块。</p><p>此外，公司于2021年3月收购了领先的CRM软件提供商EliteCRM的全部股权。容联云与EliteCRM在产品、市场、渠道等层面可深度融合，共同打造串联企业生产管理、市场营销、运营服务的全生命周期SaaS产品，输出高效的场景化智能云通讯解决方案，助力政府、企业等组织机构数字化改造升级。中信建投指出，当前容联云与EliteCRM的整合在产品层面基本完成，并已经收到良好的整合效果。中信证券亦评价双方的整合，搭建了业务互补，通过建立多样化的产品关联，\n提高企业从流量到线索再到成单的转换率。</p><p>CC业务迎来客户基数的提升。银行、券商和汽车金融等高价值领域的客户增长十分可观。容联云加速与<a href=\"https://laohu8.com/S/00700\">腾讯</a>合作，CC产品上架腾讯云“联合开发产品”，UC&amp;C还将与腾讯云一起探索新客户。第三季度，七陌云还即将发布与企业微信客服入口对接的新产品。</p><p>在多因素推动下，CC业务在二季度单季度的收入首次突破1亿元，展现出强劲的增长势头。</p><p><b>第二个增长点是，容联云已成为国际品牌，全球市场份额持续提升，“出海”布局逐渐成形。</b>今年7月，2021世界人工智能大会（“WAIC 2021”）开启。容联云作为大会的合作伙伴，在大会上正式发布赋能企业智能化营销、运营、管理的“容犀<a href=\"https://laohu8.com/S/300024\">机器人</a>”，全面展示覆盖客户全生命周期的 CC 解决方案。此外，根据中信证券，公司已加速海外市场开拓，开启马来西亚以及菲律宾市场的落地业务， 并在已开发的日本市场中，基于CC 叠加 CRM 以及 CPaaS等业务扩大市场规模。</p><p>根据<a href=\"https://laohu8.com/S/C\">花旗</a>，预计第三季度容联云的营收达2.75-2.78亿元人民币，同比增长44-45%。</p><p>大行卖方分析师一致性看多，能从侧面证明，容联云步入的成长新阶段，得到资本市场的看好。笔者认为，容联云与美国云通信领导者Twilio相似度较高。从Twilio的成长路径来看，其亦是先立足于CPaaS，后推出Twilio Flex云联络中心和营销活动解决方案。在此阶段，Twilio行驶在成长的快车道，伴随着股价的迅速抬升。因此笔者认为，容联云的后市表现，值得期待。</p></body></html>","source":"stock_gelonghui","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>容联云(RAAS.US)：“CC+CRM+SCRM”闭环生态渐成型，获各大行提升目标价</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容联云(RAAS.US)：“CC+CRM+SCRM”闭环生态渐成型，获各大行提升目标价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-13 17:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/news/detail.html?id=613975><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期，多个大行更新了容联云的跟踪报告。在报告中，大行纷纷上调了目标价，并皆给予买入评级。一直以来，容联云身上“标签”众多。容联云既是中国SaaS企业赴美上市第一股，又是中国最大的多业务云通讯服务商。因其兼具稀缺性与领先优势，一直备受资本市场关注，这也是其获得多家大行覆盖的原因。而当前大行对于目标价的调整，是否说明基本面在产生较大变化，因此并带来价值重估？我们一起来看看。 一、一个关键的结构升级：从...</p>\n\n<a href=\"https://www.gelonghui.com/news/detail.html?id=613975\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1c0bfebcb37e1240d16377a06ed99d55","relate_stocks":{},"source_url":"https://www.gelonghui.com/news/detail.html?id=613975","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167030077","content_text":"近期，多个大行更新了容联云的跟踪报告。在报告中，大行纷纷上调了目标价，并皆给予买入评级。一直以来，容联云身上“标签”众多。容联云既是中国SaaS企业赴美上市第一股，又是中国最大的多业务云通讯服务商。因其兼具稀缺性与领先优势，一直备受资本市场关注，这也是其获得多家大行覆盖的原因。而当前大行对于目标价的调整，是否说明基本面在产生较大变化，因此并带来价值重估？我们一起来看看。 一、一个关键的结构升级：从CPaaS到聚焦CC及UC&C公司以云计算的方式，为企业客户提供通讯方面的PaaS和SaaS服务，主要业务板块包括CPaaS通讯能力（语音、短信等）、CC（智能云客服与云联络中心）和UC&C（IM及企业移动门户、双录、视觉智能）。中国云通信市场正在黄金发展期，渗透率正在快速提高，尤其是CC和UC&C赛道的增速十分突出。根据CIC数据显示，2019年中国云通信市场规模达357亿元，2015年-2019年间的CAGR达21.7%。预计2019至2024年云通信市场规模的CAGR将达23.3%，并突破千亿规模。其中，2019年-2024年，云客服CC市场规模的CAGR达34.1%，音视频通信UC&C业务的CAGR达34.1%，这两个市场已度过培育期，正在迎来高速成长期，能把握行业机遇的玩家，有望得到高成长性作为回报。中信证券指出，公司未来发力点着重在智能云客服与云联络中心（CC）业务，提供 All in One 全渠道智能联络中心。从财务数据来看，2018年-2020年CC业务在的收入的CAGR达37.5%，2021年一、二季度成长再提速，收入同比增长分别高达63.4%/高达105.11%。。中信证券指出，2021年第一季度容联云的CC和UC&C业务的总收入1.022亿元首次超过CPaaS业务的收入1.017亿元。这或能说明，CC和UC&C业务已经替代CPaaS，成为容联云更强劲的成长引擎。这是一个值得投资者注意的关键性改变。容联云除了会获得更高收入增速外，还会迎来更高的盈利水平。财务数据亦可印证此趋势下——公司的毛利率持续提升。这是由于云CC业务和云UC&C业务的毛利率，远高于CPaaS解决方案。CPaaS受制于移动网络运营商的电信资源成本较高，而CC业务与UC&C业务具备高标准化与高议价能力。2020年云CC业务毛利率/云UC&C业务的毛利率分别为55.8%/45.4%，高出CPaaS业务26.9/16.5个百分点。中信建投预计，未来两年中这两个业务会有望保持40%以上的增速。而随着高毛利率业务占比的持续提升，公司整体盈利水平也会持续提升。二、两个新增长点：CC+CRM+SCRM闭环逐步成型，以及“出海”布局加速 具体来看，容联云迎来两个新的增长点。第一个增长点，是云CC业务增加CRM和SCRM的内涵。中信证券指出，容联云依靠“内生式增长+外延式扩张”战略，打造了企业 SCRM-CC-CRM 闭环。首先，容联云进行内生品牌升级，拓展业务版图。早前，公司推出了自己的品牌“聚客”SCRM， 为企业提供营销+获客+转化的全链路式服务。2021 年 6 月，公司正式完成从 “容联云通讯”到“容联云”的品牌升级，旗下业务包含新营销服务云、产业数字云以及政企智能云三大板块。此外，公司于2021年3月收购了领先的CRM软件提供商EliteCRM的全部股权。容联云与EliteCRM在产品、市场、渠道等层面可深度融合，共同打造串联企业生产管理、市场营销、运营服务的全生命周期SaaS产品，输出高效的场景化智能云通讯解决方案，助力政府、企业等组织机构数字化改造升级。中信建投指出，当前容联云与EliteCRM的整合在产品层面基本完成，并已经收到良好的整合效果。中信证券亦评价双方的整合，搭建了业务互补，通过建立多样化的产品关联，\n提高企业从流量到线索再到成单的转换率。CC业务迎来客户基数的提升。银行、券商和汽车金融等高价值领域的客户增长十分可观。容联云加速与腾讯合作，CC产品上架腾讯云“联合开发产品”，UC&C还将与腾讯云一起探索新客户。第三季度，七陌云还即将发布与企业微信客服入口对接的新产品。在多因素推动下，CC业务在二季度单季度的收入首次突破1亿元，展现出强劲的增长势头。第二个增长点是，容联云已成为国际品牌，全球市场份额持续提升，“出海”布局逐渐成形。今年7月，2021世界人工智能大会（“WAIC 2021”）开启。容联云作为大会的合作伙伴，在大会上正式发布赋能企业智能化营销、运营、管理的“容犀机器人”，全面展示覆盖客户全生命周期的 CC 解决方案。此外，根据中信证券，公司已加速海外市场开拓，开启马来西亚以及菲律宾市场的落地业务， 并在已开发的日本市场中，基于CC 叠加 CRM 以及 CPaaS等业务扩大市场规模。根据花旗，预计第三季度容联云的营收达2.75-2.78亿元人民币，同比增长44-45%。大行卖方分析师一致性看多，能从侧面证明，容联云步入的成长新阶段，得到资本市场的看好。笔者认为，容联云与美国云通信领导者Twilio相似度较高。从Twilio的成长路径来看，其亦是先立足于CPaaS，后推出Twilio Flex云联络中心和营销活动解决方案。在此阶段，Twilio行驶在成长的快车道，伴随着股价的迅速抬升。因此笔者认为，容联云的后市表现，值得期待。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391577277,"gmtCreate":1606743413899,"gmtModify":1703844110040,"author":{"id":"3521641359092856","authorId":"3521641359092856","name":"Benson_7377","avatar":"https://static.tigerbbs.com/fee9458c29cdccf10af7ec01155dc7f0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521641359092856","authorIdStr":"3521641359092856"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JKS\">$晶科能源(JKS)$</a>sb,公布假财报日期坑人，小心再骗一次","listText":"<a 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17:07","market":"hk","language":"zh","title":"容联云(RAAS.US)：“CC+CRM+SCRM”闭环生态渐成型，获各大行提升目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=2167030077","media":"格隆汇","summary":"在报告中，大行纷纷上调了目标价，并皆给予买入评级。一直以来，容联云身上“标签”众多。中信证券指出，2021年第一季度容联云的CC和UC&C业务的总收入1.022亿元首次超过CPaaS业务的收入1.017亿元。第一个增长点，是云CC业务增加CRM和SCRM的内涵。中信证券指出，容联云依靠“内生式增长+外延式扩张”战略，打造了企业 SCRM-CC-CRM 闭环。","content":"<html><body><p><span>近期，多个大行更新了<a href=\"https://laohu8.com/S/RAAS\">容联云</a>的跟踪报告。在报告中，大行纷纷上调了目标价，并皆给予买入评级。</span></p><p><b>一直以来，容联云身上“标签”众多。容联云既是中国SaaS企业赴美上市第一股，又是中国最大的多业务云通讯服务商。</b><span>因其兼具稀缺性与领先优势，一直备受资本市场关注，这也是其获得多家大行覆盖的原因。</span></p><p><span>而当前大行对于目标价的调整，是否说明基本面在产生较大变化，因此并带来价值重估？</span></p><p><span>我们一起来看看。</span></p><p><font color=\"#ff0000\"> <b>一、一个关键的结构升级：</b></font></p><p><font color=\"#ff0000\"><b>从CPaaS到聚焦CC及UC&amp;C</b></font></p><p><span>公司以云计算的方式，为企业客户提供通讯方面的</span><span>PaaS</span><span>和</span><span>SaaS</span><span>服务，主要业务板块包括</span><span>CPaaS</span><span>通讯能力（语音、短信等）、</span><span>CC</span><span>（<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>云客服与云联络中心）和</span><span>UC&amp;C</span><span>（</span><span>IM</span><span>及企业移动门户、双录、视觉智能）。</span></p><p><span>中国云通信市场正在黄金发展期，渗透率正在快速提高，尤其是</span><span>CC</span><span>和</span><span>UC&amp;C</span><span>赛道的增速十分突出。根据</span><span>CIC</span><span>数据显示，</span><span>2019</span><span>年中国云通信市场规模达</span><span>357</span><span>亿元，</span><span>2015</span><span>年</span><span>-2019</span><span>年间的</span><span>CAGR</span><span>达</span><span>21.7%</span><span>。预计</span><span>2019</span><span>至</span><span>2024</span><span>年云通信市场规模的</span><span>CAGR</span><span>将达</span><span>23.3%</span><span>，并突破千亿规模。其中，</span><span>2019</span><span>年</span><span>-2024</span><span>年，云客服</span><span>CC</span><span>市场规模的</span><span>CAGR</span><span>达</span><span>34.1%</span><span>，音视频通信</span><span>UC&amp;C</span><span>业务的</span><span>CAGR</span><span>达</span><span>34.1%</span><span>，这两个市场已度过培育期，正在迎来高速成长期，能把握行业机遇的玩家，有望得到高成长性作为回报。</span></p><p><span><a href=\"https://laohu8.com/S/600030\">中信证券</a>指出，公司未来发力点着重在智能云客服与云联络中心（</span><span>CC</span><span>）业务，提供</span><span> All in One </span><span>全渠道智能联络中心。从财务数据来看，</span><span>2018</span><span>年</span><span>-2020</span><span>年</span><span>CC</span><span>业务在的收入的</span><span>CAGR</span><span>达</span><span>37.5%</span><span>，</span><span>2021</span><span>年一、二季度成长再提速，收入同比增长分别高达</span><span>63.4%/</span><span>高达</span><span>105.11%</span><span>。。<a href=\"https://laohu8.com/S/06030\">中信证券</a>指出，</span><span>2021</span><span>年第一季度容联云的</span><span>CC</span><span>和</span><span>UC&amp;C</span><span>业务的总收入</span><span>1.022</span><span>亿元首次超过</span><span>CPaaS</span><span>业务的收入</span><span>1.017</span><span>亿元。这或能说明，</span><b>CC和UC&amp;C业务已经替代CPaaS，成为容联云更强劲的成长引擎。</b></p><p>这是一个值得投资者注意的关键性改变。容联云除了会获得更高收入增速外，还会迎来更高的盈利水平。</p><p><b>财务数据亦可印证此趋势下——公司的毛利率持续提升。</b>这是由于云CC业务和云UC&amp;C业务的毛利率，远高于CPaaS解决方案。CPaaS受制于移动网络运营商的电信资源成本较高，而CC业务与UC&amp;C业务具备高标准化与高议价能力。2020年云CC业务毛利率/云UC&amp;C业务的毛利率分别为55.8%/45.4%，高出CPaaS业务26.9/16.5个百分点。</p><p><a href=\"https://laohu8.com/S/601066\">中信建投</a>预计，未来两年中这两个业务会有望保持40%以上的增速。而随着高毛利率业务占比的持续提升，公司整体盈利水平也会持续提升。</p><p><font color=\"#ff0000\"><b>二、两个新增长点：</b></font></p><p><font color=\"#ff0000\"><b>CC+CRM+SCRM闭环逐步成型，以及“出海”布局加速</b></font><span> </span></p><p>具体来看，容联云迎来两个新的增长点。</p><p><b>第一个增长点，是云CC业务增加CRM和SCRM的内涵。</b></p><p>中信证券指出，容联云依靠“内生式增长+外延式扩张”战略，打造了企业 SCRM-CC-CRM 闭环。首先，容联云进行内生品牌升级，拓展业务版图。早前，公司推出了自己的品牌“聚客”SCRM， 为企业提供营销+获客+转化的全链路式服务。2021 年 6 月，公司正式完成从 “容联云通讯”到“容联云”的品牌升级，旗下业务包含新营销服务云、产业数字云以及政企智能云三大板块。</p><p>此外，公司于2021年3月收购了领先的CRM软件提供商EliteCRM的全部股权。容联云与EliteCRM在产品、市场、渠道等层面可深度融合，共同打造串联企业生产管理、市场营销、运营服务的全生命周期SaaS产品，输出高效的场景化智能云通讯解决方案，助力政府、企业等组织机构数字化改造升级。中信建投指出，当前容联云与EliteCRM的整合在产品层面基本完成，并已经收到良好的整合效果。中信证券亦评价双方的整合，搭建了业务互补，通过建立多样化的产品关联，\n提高企业从流量到线索再到成单的转换率。</p><p>CC业务迎来客户基数的提升。银行、券商和汽车金融等高价值领域的客户增长十分可观。容联云加速与<a href=\"https://laohu8.com/S/00700\">腾讯</a>合作，CC产品上架腾讯云“联合开发产品”，UC&amp;C还将与腾讯云一起探索新客户。第三季度，七陌云还即将发布与企业微信客服入口对接的新产品。</p><p>在多因素推动下，CC业务在二季度单季度的收入首次突破1亿元，展现出强劲的增长势头。</p><p><b>第二个增长点是，容联云已成为国际品牌，全球市场份额持续提升，“出海”布局逐渐成形。</b>今年7月，2021世界人工智能大会（“WAIC 2021”）开启。容联云作为大会的合作伙伴，在大会上正式发布赋能企业智能化营销、运营、管理的“容犀<a href=\"https://laohu8.com/S/300024\">机器人</a>”，全面展示覆盖客户全生命周期的 CC 解决方案。此外，根据中信证券，公司已加速海外市场开拓，开启马来西亚以及菲律宾市场的落地业务， 并在已开发的日本市场中，基于CC 叠加 CRM 以及 CPaaS等业务扩大市场规模。</p><p>根据<a href=\"https://laohu8.com/S/C\">花旗</a>，预计第三季度容联云的营收达2.75-2.78亿元人民币，同比增长44-45%。</p><p>大行卖方分析师一致性看多，能从侧面证明，容联云步入的成长新阶段，得到资本市场的看好。笔者认为，容联云与美国云通信领导者Twilio相似度较高。从Twilio的成长路径来看，其亦是先立足于CPaaS，后推出Twilio Flex云联络中心和营销活动解决方案。在此阶段，Twilio行驶在成长的快车道，伴随着股价的迅速抬升。因此笔者认为，容联云的后市表现，值得期待。</p></body></html>","source":"stock_gelonghui","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>容联云(RAAS.US)：“CC+CRM+SCRM”闭环生态渐成型，获各大行提升目标价</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容联云(RAAS.US)：“CC+CRM+SCRM”闭环生态渐成型，获各大行提升目标价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-13 17:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/news/detail.html?id=613975><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期，多个大行更新了容联云的跟踪报告。在报告中，大行纷纷上调了目标价，并皆给予买入评级。一直以来，容联云身上“标签”众多。容联云既是中国SaaS企业赴美上市第一股，又是中国最大的多业务云通讯服务商。因其兼具稀缺性与领先优势，一直备受资本市场关注，这也是其获得多家大行覆盖的原因。而当前大行对于目标价的调整，是否说明基本面在产生较大变化，因此并带来价值重估？我们一起来看看。 一、一个关键的结构升级：从...</p>\n\n<a href=\"https://www.gelonghui.com/news/detail.html?id=613975\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1c0bfebcb37e1240d16377a06ed99d55","relate_stocks":{},"source_url":"https://www.gelonghui.com/news/detail.html?id=613975","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167030077","content_text":"近期，多个大行更新了容联云的跟踪报告。在报告中，大行纷纷上调了目标价，并皆给予买入评级。一直以来，容联云身上“标签”众多。容联云既是中国SaaS企业赴美上市第一股，又是中国最大的多业务云通讯服务商。因其兼具稀缺性与领先优势，一直备受资本市场关注，这也是其获得多家大行覆盖的原因。而当前大行对于目标价的调整，是否说明基本面在产生较大变化，因此并带来价值重估？我们一起来看看。 一、一个关键的结构升级：从CPaaS到聚焦CC及UC&C公司以云计算的方式，为企业客户提供通讯方面的PaaS和SaaS服务，主要业务板块包括CPaaS通讯能力（语音、短信等）、CC（智能云客服与云联络中心）和UC&C（IM及企业移动门户、双录、视觉智能）。中国云通信市场正在黄金发展期，渗透率正在快速提高，尤其是CC和UC&C赛道的增速十分突出。根据CIC数据显示，2019年中国云通信市场规模达357亿元，2015年-2019年间的CAGR达21.7%。预计2019至2024年云通信市场规模的CAGR将达23.3%，并突破千亿规模。其中，2019年-2024年，云客服CC市场规模的CAGR达34.1%，音视频通信UC&C业务的CAGR达34.1%，这两个市场已度过培育期，正在迎来高速成长期，能把握行业机遇的玩家，有望得到高成长性作为回报。中信证券指出，公司未来发力点着重在智能云客服与云联络中心（CC）业务，提供 All in One 全渠道智能联络中心。从财务数据来看，2018年-2020年CC业务在的收入的CAGR达37.5%，2021年一、二季度成长再提速，收入同比增长分别高达63.4%/高达105.11%。。中信证券指出，2021年第一季度容联云的CC和UC&C业务的总收入1.022亿元首次超过CPaaS业务的收入1.017亿元。这或能说明，CC和UC&C业务已经替代CPaaS，成为容联云更强劲的成长引擎。这是一个值得投资者注意的关键性改变。容联云除了会获得更高收入增速外，还会迎来更高的盈利水平。财务数据亦可印证此趋势下——公司的毛利率持续提升。这是由于云CC业务和云UC&C业务的毛利率，远高于CPaaS解决方案。CPaaS受制于移动网络运营商的电信资源成本较高，而CC业务与UC&C业务具备高标准化与高议价能力。2020年云CC业务毛利率/云UC&C业务的毛利率分别为55.8%/45.4%，高出CPaaS业务26.9/16.5个百分点。中信建投预计，未来两年中这两个业务会有望保持40%以上的增速。而随着高毛利率业务占比的持续提升，公司整体盈利水平也会持续提升。二、两个新增长点：CC+CRM+SCRM闭环逐步成型，以及“出海”布局加速 具体来看，容联云迎来两个新的增长点。第一个增长点，是云CC业务增加CRM和SCRM的内涵。中信证券指出，容联云依靠“内生式增长+外延式扩张”战略，打造了企业 SCRM-CC-CRM 闭环。首先，容联云进行内生品牌升级，拓展业务版图。早前，公司推出了自己的品牌“聚客”SCRM， 为企业提供营销+获客+转化的全链路式服务。2021 年 6 月，公司正式完成从 “容联云通讯”到“容联云”的品牌升级，旗下业务包含新营销服务云、产业数字云以及政企智能云三大板块。此外，公司于2021年3月收购了领先的CRM软件提供商EliteCRM的全部股权。容联云与EliteCRM在产品、市场、渠道等层面可深度融合，共同打造串联企业生产管理、市场营销、运营服务的全生命周期SaaS产品，输出高效的场景化智能云通讯解决方案，助力政府、企业等组织机构数字化改造升级。中信建投指出，当前容联云与EliteCRM的整合在产品层面基本完成，并已经收到良好的整合效果。中信证券亦评价双方的整合，搭建了业务互补，通过建立多样化的产品关联，\n提高企业从流量到线索再到成单的转换率。CC业务迎来客户基数的提升。银行、券商和汽车金融等高价值领域的客户增长十分可观。容联云加速与腾讯合作，CC产品上架腾讯云“联合开发产品”，UC&C还将与腾讯云一起探索新客户。第三季度，七陌云还即将发布与企业微信客服入口对接的新产品。在多因素推动下，CC业务在二季度单季度的收入首次突破1亿元，展现出强劲的增长势头。第二个增长点是，容联云已成为国际品牌，全球市场份额持续提升，“出海”布局逐渐成形。今年7月，2021世界人工智能大会（“WAIC 2021”）开启。容联云作为大会的合作伙伴，在大会上正式发布赋能企业智能化营销、运营、管理的“容犀机器人”，全面展示覆盖客户全生命周期的 CC 解决方案。此外，根据中信证券，公司已加速海外市场开拓，开启马来西亚以及菲律宾市场的落地业务， 并在已开发的日本市场中，基于CC 叠加 CRM 以及 CPaaS等业务扩大市场规模。根据花旗，预计第三季度容联云的营收达2.75-2.78亿元人民币，同比增长44-45%。大行卖方分析师一致性看多，能从侧面证明，容联云步入的成长新阶段，得到资本市场的看好。笔者认为，容联云与美国云通信领导者Twilio相似度较高。从Twilio的成长路径来看，其亦是先立足于CPaaS，后推出Twilio Flex云联络中心和营销活动解决方案。在此阶段，Twilio行驶在成长的快车道，伴随着股价的迅速抬升。因此笔者认为，容联云的后市表现，值得期待。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391577277,"gmtCreate":1606743413899,"gmtModify":1703844110040,"author":{"id":"3521641359092856","authorId":"3521641359092856","name":"Benson_7377","avatar":"https://static.tigerbbs.com/fee9458c29cdccf10af7ec01155dc7f0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521641359092856","authorIdStr":"3521641359092856"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JKS\">$晶科能源(JKS)$</a>sb,公布假财报日期坑人，小心再骗一次","listText":"<a 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明显感觉要发力了，总得逐步加码，耐心等待⌛️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/992251279","isVote":1,"tweetType":1,"viewCount":1454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":992251110,"gmtCreate":1565361878330,"gmtModify":1704712466564,"author":{"id":"3521641359092856","authorId":"3521641359092856","name":"Benson_7377","avatar":"https://static.tigerbbs.com/fee9458c29cdccf10af7ec01155dc7f0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521641359092856","authorIdStr":"3521641359092856"},"themes":[],"htmlText":"$老虎证券(TIGR)$ 在努力拉起，是有希望的","listText":"$老虎证券(TIGR)$ 在努力拉起，是有希望的","text":"$老虎证券(TIGR)$ 在努力拉起，是有希望的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/992251110","isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623352362,"gmtCreate":1671083917757,"gmtModify":1671083919336,"author":{"id":"3521641359092856","authorId":"3521641359092856","name":"Benson_7377","avatar":"https://static.tigerbbs.com/fee9458c29cdccf10af7ec01155dc7f0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521641359092856","authorIdStr":"3521641359092856"},"themes":[],"htmlText":"跟她就死","listText":"跟她就死","text":"跟她就死","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623352362","repostId":"2291705815","repostType":4,"repost":{"id":"2291705815","kind":"highlight","pubTimestamp":1671083011,"share":"https://www.laohu8.com/m/news/2291705815?lang=&edition=full","pubTime":"2022-12-15 13:43","market":"us","language":"zh","title":"坚定看多！“木头姐”再次抄底特斯拉和Coinbase","url":"https://stock-news.laohu8.com/highlight/detail?id=2291705815","media":"环球市场播报","summary":"凯茜·伍德（Cathie Wood）的基金周三买入了特斯拉和Coinbase的更多股份，强调了她的信念，即电动汽车和加密货币是未来的主要趋势。伍德旗下包括方舟创新ETF（ARKK）在内的所有基金当天买","content":"<html><head></head><body><p>凯茜·伍德（Cathie Wood）的基金周三买入了<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和Coinbase的更多股份，强调了她的信念，即电动汽车和加密货币是未来的主要趋势。</p><p>伍德旗下包括方舟创新ETF（ARKK）在内的所有基金当天买入了特斯拉近7.5万股股票，以及约29.7万股Coinbase股票，延续了自去年10月开始的逢低买入趋势。</p><p>尽管加密货币帝国FTX的崩溃引发了市场前所未有的波动，将Coinbase的股价周二推至创纪录低点，周三略有反弹，但方舟仍在继续买入Coinbase。</p><p>与此同时，特斯拉的股价处于两年多来的最低点，原因是人们担心潜在的经济衰退、美联储的鹰派立场以及创始人埃隆·马斯克继续减持该电动汽车制造商的股份。</p></body></html>","source":"sina_us","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 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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坚定看多！“木头姐”再次抄底特斯拉和Coinbase\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-15 13:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2022-12-15/doc-imxwttiv9772502.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>凯茜·伍德（Cathie Wood）的基金周三买入了特斯拉和Coinbase的更多股份，强调了她的信念，即电动汽车和加密货币是未来的主要趋势。伍德旗下包括方舟创新ETF（ARKK）在内的所有基金当天买入了特斯拉近7.5万股股票，以及约29.7万股Coinbase股票，延续了自去年10月开始的逢低买入趋势。尽管加密货币帝国FTX的崩溃引发了市场前所未有的波动，将Coinbase的股价周二推至创纪录...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-12-15/doc-imxwttiv9772502.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/1c5f852a03ae51e0b36d443ba682fdf3","relate_stocks":{"LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4551":"寇图资本持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4574":"无人驾驶","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM 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SGD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4535":"淡马锡持仓","BK4527":"明星科技股","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4550":"红杉资本持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-12-15/doc-imxwttiv9772502.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291705815","content_text":"凯茜·伍德（Cathie Wood）的基金周三买入了特斯拉和Coinbase的更多股份，强调了她的信念，即电动汽车和加密货币是未来的主要趋势。伍德旗下包括方舟创新ETF（ARKK）在内的所有基金当天买入了特斯拉近7.5万股股票，以及约29.7万股Coinbase股票，延续了自去年10月开始的逢低买入趋势。尽管加密货币帝国FTX的崩溃引发了市场前所未有的波动，将Coinbase的股价周二推至创纪录低点，周三略有反弹，但方舟仍在继续买入Coinbase。与此同时，特斯拉的股价处于两年多来的最低点，原因是人们担心潜在的经济衰退、美联储的鹰派立场以及创始人埃隆·马斯克继续减持该电动汽车制造商的股份。","news_type":1},"isVote":1,"tweetType":1,"viewCount":868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695272231,"gmtCreate":1641485934026,"gmtModify":1641485934026,"author":{"id":"3521641359092856","authorId":"3521641359092856","name":"Benson_7377","avatar":"https://static.tigerbbs.com/fee9458c29cdccf10af7ec01155dc7f0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521641359092856","authorIdStr":"3521641359092856"},"themes":[],"htmlText":"大脸了，3.一股都没有","listText":"大脸了，3.一股都没有","text":"大脸了，3.一股都没有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695272231","repostId":"2200472854","repostType":2,"repost":{"id":"2200472854","kind":"highlight","pubTimestamp":1641191260,"share":"https://www.laohu8.com/m/news/2200472854?lang=&edition=full","pubTime":"2022-01-03 14:27","market":"us","language":"en","title":"3 Cathie Wood Loser Stocks That Could Be 2022 Winners","url":"https://stock-news.laohu8.com/highlight/detail?id=2200472854","media":"Motley Fool","summary":"It's been a tough year for Cathie Wood, but 2022 could be shaping up for a rebound.","content":"<html><head></head><body><p>Famed innovation investor Cathie Wood&#39;s flagship <b><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a></b> had a 2021 to forget, down 22% over the past year, while the <b>Nasdaq </b>has galloped 61% higher. Many of her favorite stock picks have busted, and investors might be questioning whether she&#39;s lost her touch.</p><p>Fear not; success in the stock market rarely moves in a straight line. I&#39;ve identified three Cathie Wood favorites that have had rough years but are poised to snap back into winning form in 2022.</p><h2>1. Teladoc</h2><p>ARK&#39;s bet on telehealth company <b>Teladoc Health</b> (NYSE:TDOC) has been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of its largest ideas in 2021. The stock has fallen a whopping 70% from its highs earlier this year, yet Teladoc still represents approximately 5.8% of the market value in ARK&#39;s Innovation ETF, the fund&#39;s third-highest weighting.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b2eb5fe0b44d84e06255dac0a0e72de\" tg-width=\"700\" tg-height=\"456\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images</span></p><p>Teladoc&#39;s revenue growth rapidly picked up during the height of lockdowns when people were less willing or able to go to a physical doctor&#39;s office. Revenue growth soared to a triple-figure pace, so it&#39;s only natural that growth would revert lower again as lockdowns ended; it&#39;s hard to maintain triple-digit growth! But the market has sold the stock off anyway, potentially thinking that the business was reliant on COVID for its growth.</p><p>Ironically, the stock has sold off so much that it&#39;s now cheaper than before COVID, with a price-to-sales ratio of just over seven. Meanwhile, management has guided for 25% to 30% revenue growth per year through 2024, meaning that the company will build on its COVID-driven growth instead of giving it back.</p><p>In other words, the growth Teladoc saw during the pandemic is here to stay, and the company will add to it in the years to come. With a compressed valuation, investors could see the stock begin to reflect the expected growth over the next several years.</p><h2>2. Roku</h2><p>Streaming is another big idea at ARK, and smartTV and ad-tech platform <b>Roku</b> (NASDAQ:ROKU) is arguably the king of the streaming world. The stock is down more than 50% from its highs and carries the second-highest weighting in ARK&#39;s Innovation ETF at just over 6%.</p><p>Roku&#39;s had a similar problem to Teladoc; it saw growth accelerate during lockdowns, and investor sentiment is turning on Roku now that growth is slowing in the face of the higher 2020 figures it&#39;s had to follow. Its most recent quarter, 2021&#39;s third quarter, saw 23% account growth year over year, one of its lowest-growth quarters in years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8f112929e596b1c2a87363b0151ec11\" tg-width=\"720\" tg-height=\"449\" width=\"100%\" height=\"auto\"/><span>ROKU Revenue (Quarterly YoY Growth) data by YCharts</span></p><p>The stock&#39;s valuation has come back down to &#34;normal&#34; after the sell-off, yet the business seems strong moving forward. User growth may slow some, but Roku is in the early stages of its international expansion, so there is still a long runway to pick up new users.</p><p>Meanwhile, average revenue per user (ARPU) grew 49% year over year in 2021 Q3, showing that Roku&#39;s momentum in making money from its user base remains strong. Investors could see continued organic growth begin to drive the share price once again, now that the froth in the stock&#39;s valuation has burned off.</p><h2>3. Coinbase</h2><p>Cryptocurrency remains a new and exciting industry for investors. ARK has been adding shares of cryptocurrency technology company <b>Coinbase Global</b> (NASDAQ:COIN) to the ARK Innovation ETF since the company&#39;s IPO earlier this year. The stock is the fifth-highest weighting in the fund, at roughly 5%.</p><p>The stock is down about 40% since hitting highs a couple of months ago, and the company&#39;s rapid growth has pushed the stock&#39;s P/S ratio down throughout the year. Coinbase generated $1.2 billion in net revenue in 2021 Q3, a more than fourfold increase year over year.</p><p>Cryptocurrencies can be volatile at times, and Coinbase&#39;s core business is its exchange, where it gets revenue from cryptocurrency trades on its platform. The mystery surrounding cryptocurrency and its long-term outlook could make investors a little uncertain of Coinbase, which might explain some of the sell-off the stock has seen, despite its growth.</p><p>But a compressing valuation leaves more room for upside as Coinbase continues to grow. If cryptocurrency adoption continues, Coinbase will be one of the best stocks for exposure to the sector&#39;s growth. Meanwhile, non-fungible tokens (NFTs) are rising in popularity, and Coinbase&#39;s looming NFT marketplace could be a catalyst that helps push the stock upward in 2022.</p></body></html>","source":"fool_stock","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>3 Cathie Wood Loser Stocks That Could Be 2022 Winners</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\">\n3 Cathie Wood Loser Stocks That Could Be 2022 Winners\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-03 14:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/02/3-cathie-wood-loser-stocks-that-could-be-2022-winn/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Famed innovation investor Cathie Wood's flagship ARK Innovation ETF had a 2021 to forget, down 22% over the past year, while the Nasdaq has galloped 61% higher. Many of her favorite stock picks have ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/02/3-cathie-wood-loser-stocks-that-could-be-2022-winn/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","COIN":"Coinbase Global, Inc.","TDOC":"Teladoc Health Inc."},"source_url":"https://www.fool.com/investing/2022/01/02/3-cathie-wood-loser-stocks-that-could-be-2022-winn/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2200472854","content_text":"Famed innovation investor Cathie Wood's flagship ARK Innovation ETF had a 2021 to forget, down 22% over the past year, while the Nasdaq has galloped 61% higher. Many of her favorite stock picks have busted, and investors might be questioning whether she's lost her touch.Fear not; success in the stock market rarely moves in a straight line. I've identified three Cathie Wood favorites that have had rough years but are poised to snap back into winning form in 2022.1. TeladocARK's bet on telehealth company Teladoc Health (NYSE:TDOC) has been one of its largest ideas in 2021. The stock has fallen a whopping 70% from its highs earlier this year, yet Teladoc still represents approximately 5.8% of the market value in ARK's Innovation ETF, the fund's third-highest weighting.Image source: Getty ImagesTeladoc's revenue growth rapidly picked up during the height of lockdowns when people were less willing or able to go to a physical doctor's office. Revenue growth soared to a triple-figure pace, so it's only natural that growth would revert lower again as lockdowns ended; it's hard to maintain triple-digit growth! But the market has sold the stock off anyway, potentially thinking that the business was reliant on COVID for its growth.Ironically, the stock has sold off so much that it's now cheaper than before COVID, with a price-to-sales ratio of just over seven. Meanwhile, management has guided for 25% to 30% revenue growth per year through 2024, meaning that the company will build on its COVID-driven growth instead of giving it back.In other words, the growth Teladoc saw during the pandemic is here to stay, and the company will add to it in the years to come. With a compressed valuation, investors could see the stock begin to reflect the expected growth over the next several years.2. RokuStreaming is another big idea at ARK, and smartTV and ad-tech platform Roku (NASDAQ:ROKU) is arguably the king of the streaming world. The stock is down more than 50% from its highs and carries the second-highest weighting in ARK's Innovation ETF at just over 6%.Roku's had a similar problem to Teladoc; it saw growth accelerate during lockdowns, and investor sentiment is turning on Roku now that growth is slowing in the face of the higher 2020 figures it's had to follow. Its most recent quarter, 2021's third quarter, saw 23% account growth year over year, one of its lowest-growth quarters in years.ROKU Revenue (Quarterly YoY Growth) data by YChartsThe stock's valuation has come back down to \"normal\" after the sell-off, yet the business seems strong moving forward. User growth may slow some, but Roku is in the early stages of its international expansion, so there is still a long runway to pick up new users.Meanwhile, average revenue per user (ARPU) grew 49% year over year in 2021 Q3, showing that Roku's momentum in making money from its user base remains strong. Investors could see continued organic growth begin to drive the share price once again, now that the froth in the stock's valuation has burned off.3. CoinbaseCryptocurrency remains a new and exciting industry for investors. ARK has been adding shares of cryptocurrency technology company Coinbase Global (NASDAQ:COIN) to the ARK Innovation ETF since the company's IPO earlier this year. The stock is the fifth-highest weighting in the fund, at roughly 5%.The stock is down about 40% since hitting highs a couple of months ago, and the company's rapid growth has pushed the stock's P/S ratio down throughout the year. Coinbase generated $1.2 billion in net revenue in 2021 Q3, a more than fourfold increase year over year.Cryptocurrencies can be volatile at times, and Coinbase's core business is its exchange, where it gets revenue from cryptocurrency trades on its platform. The mystery surrounding cryptocurrency and its long-term outlook could make investors a little uncertain of Coinbase, which might explain some of the sell-off the stock has seen, despite its growth.But a compressing valuation leaves more room for upside as Coinbase continues to grow. If cryptocurrency adoption continues, Coinbase will be one of the best stocks for exposure to the sector's growth. Meanwhile, non-fungible tokens (NFTs) are rising in popularity, and Coinbase's looming NFT marketplace could be a catalyst that helps push the stock upward in 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}