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trueAron
2021-12-09
123
@美股指南:简单聊聊 东南亚小腾讯 Sea
trueAron
2021-02-02
$RLX科技(RLX)$
像这种刚上市的公司,上季度和年度的财报,有要求披露的时间吗?
trueAron
2020-12-23
这篇文章不错,转发给大家看看
直播:蔚来NIO Day将至,如何用期权提前布局?
trueAron
2020-02-25
“蔚来”大有可为!
$蔚来(NIO)$ 蔚来之前的短板一直是融资问题,可以说是它的燃眉之急,现金流问题对于现在的蔚来来说,关乎生死。前段时间2亿美元的融资之后,蔚来股价一直稳在4块左右就是因为市场还是对蔚来能否活下来心存顾虑。 现在蔚来获得百亿规模的融资,那么什么传统车企控股蔚来,临阵换帅这样的传言也就不攻自破,接下来这一年,蔚来最重要的事情其实就是一件事:迎接特斯拉model3+X的挑战。特斯拉有着比蔚来更强的产品力,更高的品牌价值,更完整的产品线,可想而知蔚来的压力是巨大的,其作为国产阵营的种子级选手,自然避免不了被人们拿来和特斯拉做比较,尽管李斌一直不承认这样的说法,但是其势必要代表中国品牌迎战这只“大鲶鱼”。 我认为蔚来在接下来的一年最重要的几件事: 1、提高产品力(从NP,续航,新平台的角度); 2、提高营收(从毛利率、成本、营收的角度); 3、扩大线下销售渠道; 4、提高抗击抹黑,危机处理,品牌塑造的能力。 以上几点,每一点有新的成绩出来,都将会推动蔚来的股价增高,3月3号的财报,拭目以待!
“蔚来”大有可为!
trueAron
2020-02-04
$蔚来(NIO)$ 抓紧时间建仓了,财报肯$蔚来(NIO)$ 定要起飞了
trueAron
2020-01-11
2020.01.11 复盘笔记 by trueAron
2020-01-11 成本 现价 浮动收益 蔚来(NIO) 3.84 3.50 -8.79% 坚持价值投资吧,愿赌服输。
2020.01.11 复盘笔记 by trueAron
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东南亚小腾讯 Sea","htmlText":"摘要: 这几天一直在看Sea的一些财报情况, 11月16号财报后,从高点回调了30%左右。从周线图上看也跌破了趋势。从业务增长来看, 三大业务里面的电商和金融都在高速增长, 数字化娱乐平台Garena增长在逐步放缓, 这个也是这次回调的一个重要原因了。本文首发于公众号: 美股指南 2021Q3 财报情况11月16日Sea公布了2021年第三季度财报。财报显示,Sea 第三季度营收为26.89亿美元,同比增长121.8%。净亏损为5.71亿美元,去年同期净亏损为4.25亿美元。Sea第三季度营收成本为16.80亿美元,去年同期为8.05亿美元;毛利润为10亿美元,同比增长147.5%。按业务划分,Sea第三季度数字娱乐业务营收同比增长93.2%至10.99亿美元,电子商务和其他服务营收同比增长167.6%至13.10亿美元,商品销售业务营收同比增长81.9%至2.80亿美元。Sea旗下数字化娱乐平台Garena第三季度活跃用户数达7.29亿,同比增长27%,季度付费用户达9320万,同比增长43%。Sea旗下电子商务平台Shopee第三季度GMV同比增长81%至168亿美元,总订单量同比增长123%至17亿美元。Sea旗下数字金融服务平台SeaMoney第三季度移动钱包付费用户数达3930万,较去年同期增长120%。非GAAP准则下,Sea第三季度调整后 EBITDA为亏损1.655亿美元,去年同期为收益1.204亿美元。展望未来,Sea上调今年电子商务营收指引,预计2021年电子商务营收区间为50亿美元—52亿美元,此前为47亿美元—49亿美元。金融业务Fintech这里重点聊聊金融业务Fintech, 因为Fintech很可能是Sea 下一个增长引擎。Sea目前有三个业务部门: Fintech(金融)、Garena(游戏)、 Shopee(电商) 。Fintech业务在S","listText":"摘要: 这几天一直在看Sea的一些财报情况, 11月16号财报后,从高点回调了30%左右。从周线图上看也跌破了趋势。从业务增长来看, 三大业务里面的电商和金融都在高速增长, 数字化娱乐平台Garena增长在逐步放缓, 这个也是这次回调的一个重要原因了。本文首发于公众号: 美股指南 2021Q3 财报情况11月16日Sea公布了2021年第三季度财报。财报显示,Sea 第三季度营收为26.89亿美元,同比增长121.8%。净亏损为5.71亿美元,去年同期净亏损为4.25亿美元。Sea第三季度营收成本为16.80亿美元,去年同期为8.05亿美元;毛利润为10亿美元,同比增长147.5%。按业务划分,Sea第三季度数字娱乐业务营收同比增长93.2%至10.99亿美元,电子商务和其他服务营收同比增长167.6%至13.10亿美元,商品销售业务营收同比增长81.9%至2.80亿美元。Sea旗下数字化娱乐平台Garena第三季度活跃用户数达7.29亿,同比增长27%,季度付费用户达9320万,同比增长43%。Sea旗下电子商务平台Shopee第三季度GMV同比增长81%至168亿美元,总订单量同比增长123%至17亿美元。Sea旗下数字金融服务平台SeaMoney第三季度移动钱包付费用户数达3930万,较去年同期增长120%。非GAAP准则下,Sea第三季度调整后 EBITDA为亏损1.655亿美元,去年同期为收益1.204亿美元。展望未来,Sea上调今年电子商务营收指引,预计2021年电子商务营收区间为50亿美元—52亿美元,此前为47亿美元—49亿美元。金融业务Fintech这里重点聊聊金融业务Fintech, 因为Fintech很可能是Sea 下一个增长引擎。Sea目前有三个业务部门: Fintech(金融)、Garena(游戏)、 Shopee(电商) 。Fintech业务在S","text":"摘要: 这几天一直在看Sea的一些财报情况, 11月16号财报后,从高点回调了30%左右。从周线图上看也跌破了趋势。从业务增长来看, 三大业务里面的电商和金融都在高速增长, 数字化娱乐平台Garena增长在逐步放缓, 这个也是这次回调的一个重要原因了。本文首发于公众号: 美股指南 2021Q3 财报情况11月16日Sea公布了2021年第三季度财报。财报显示,Sea 第三季度营收为26.89亿美元,同比增长121.8%。净亏损为5.71亿美元,去年同期净亏损为4.25亿美元。Sea第三季度营收成本为16.80亿美元,去年同期为8.05亿美元;毛利润为10亿美元,同比增长147.5%。按业务划分,Sea第三季度数字娱乐业务营收同比增长93.2%至10.99亿美元,电子商务和其他服务营收同比增长167.6%至13.10亿美元,商品销售业务营收同比增长81.9%至2.80亿美元。Sea旗下数字化娱乐平台Garena第三季度活跃用户数达7.29亿,同比增长27%,季度付费用户达9320万,同比增长43%。Sea旗下电子商务平台Shopee第三季度GMV同比增长81%至168亿美元,总订单量同比增长123%至17亿美元。Sea旗下数字金融服务平台SeaMoney第三季度移动钱包付费用户数达3930万,较去年同期增长120%。非GAAP准则下,Sea第三季度调整后 EBITDA为亏损1.655亿美元,去年同期为收益1.204亿美元。展望未来,Sea上调今年电子商务营收指引,预计2021年电子商务营收区间为50亿美元—52亿美元,此前为47亿美元—49亿美元。金融业务Fintech这里重点聊聊金融业务Fintech, 因为Fintech很可能是Sea 下一个增长引擎。Sea目前有三个业务部门: Fintech(金融)、Garena(游戏)、 Shopee(电商) 。Fintech业务在S","images":[{"img":"https://static.tigerbbs.com/6d5432694aaeca752d3b9f7b274d3b34","width":"688","height":"466"},{"img":"https://static.tigerbbs.com/9bca806bbce21d3b06abc909ceabba65","width":"688","height":"161"},{"img":"https://static.tigerbbs.com/432bbebb6f98f585c6d032a5aa6ec8d6","width":"688","height":"320"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602332525","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314038634,"gmtCreate":1612279509028,"gmtModify":1703759875513,"author":{"id":"3522131762567269","authorId":"3522131762567269","name":"trueAron","avatar":"https://static.tigerbbs.com/049ff9cdc7812684b1b7407cc826fb18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3522131762567269","authorIdStr":"3522131762567269"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>像这种刚上市的公司,上季度和年度的财报,有要求披露的时间吗?","text":"$RLX科技(RLX)$像这种刚上市的公司,上季度和年度的财报,有要求披露的时间吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314038634","isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339067104,"gmtCreate":1608726235008,"gmtModify":1703736406599,"author":{"id":"3522131762567269","authorId":"3522131762567269","name":"trueAron","avatar":"https://static.tigerbbs.com/049ff9cdc7812684b1b7407cc826fb18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3522131762567269","authorIdStr":"3522131762567269"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339067104","repostId":"16080133705144","repostType":17,"repost":{"id":444,"live_id":"16080133705144","type":0,"live_form":0,"category_id":5,"category_name":"大咖热评","material_type":0,"regions":[1],"title":"蔚来NIO 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蔚来之前的短板一直是融资问题,可以说是它的燃眉之急,现金流问题对于现在的蔚来来说,关乎生死。前段时间2亿美元的融资之后,蔚来股价一直稳在4块左右就是因为市场还是对蔚来能否活下来心存顾虑。 现在蔚来获得百亿规模的融资,那么什么传统车企控股蔚来,临阵换帅这样的传言也就不攻自破,接下来这一年,蔚来最重要的事情其实就是一件事:迎接特斯拉model3+X的挑战。特斯拉有着比蔚来更强的产品力,更高的品牌价值,更完整的产品线,可想而知蔚来的压力是巨大的,其作为国产阵营的种子级选手,自然避免不了被人们拿来和特斯拉做比较,尽管李斌一直不承认这样的说法,但是其势必要代表中国品牌迎战这只“大鲶鱼”。 我认为蔚来在接下来的一年最重要的几件事: 1、提高产品力(从NP,续航,新平台的角度); 2、提高营收(从毛利率、成本、营收的角度); 3、扩大线下销售渠道; 4、提高抗击抹黑,危机处理,品牌塑造的能力。 以上几点,每一点有新的成绩出来,都将会推动蔚来的股价增高,3月3号的财报,拭目以待!","listText":"$蔚来(NIO)$ 蔚来之前的短板一直是融资问题,可以说是它的燃眉之急,现金流问题对于现在的蔚来来说,关乎生死。前段时间2亿美元的融资之后,蔚来股价一直稳在4块左右就是因为市场还是对蔚来能否活下来心存顾虑。 现在蔚来获得百亿规模的融资,那么什么传统车企控股蔚来,临阵换帅这样的传言也就不攻自破,接下来这一年,蔚来最重要的事情其实就是一件事:迎接特斯拉model3+X的挑战。特斯拉有着比蔚来更强的产品力,更高的品牌价值,更完整的产品线,可想而知蔚来的压力是巨大的,其作为国产阵营的种子级选手,自然避免不了被人们拿来和特斯拉做比较,尽管李斌一直不承认这样的说法,但是其势必要代表中国品牌迎战这只“大鲶鱼”。 我认为蔚来在接下来的一年最重要的几件事: 1、提高产品力(从NP,续航,新平台的角度); 2、提高营收(从毛利率、成本、营收的角度); 3、扩大线下销售渠道; 4、提高抗击抹黑,危机处理,品牌塑造的能力。 以上几点,每一点有新的成绩出来,都将会推动蔚来的股价增高,3月3号的财报,拭目以待!","text":"$蔚来(NIO)$ 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以上几点,每一点有新的成绩出来,都将会推动蔚来的股价增高,3月3号的财报,拭目以待!","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/980765372","isVote":1,"tweetType":1,"viewCount":2881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314038634,"gmtCreate":1612279509028,"gmtModify":1703759875513,"author":{"id":"3522131762567269","authorId":"3522131762567269","name":"trueAron","avatar":"https://static.tigerbbs.com/049ff9cdc7812684b1b7407cc826fb18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3522131762567269","idStr":"3522131762567269"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>像这种刚上市的公司,上季度和年度的财报,有要求披露的时间吗?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>像这种刚上市的公司,上季度和年度的财报,有要求披露的时间吗?","text":"$RLX科技(RLX)$像这种刚上市的公司,上季度和年度的财报,有要求披露的时间吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314038634","isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602163607,"gmtCreate":1638983954010,"gmtModify":1638983954010,"author":{"id":"3522131762567269","authorId":"3522131762567269","name":"trueAron","avatar":"https://static.tigerbbs.com/049ff9cdc7812684b1b7407cc826fb18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3522131762567269","idStr":"3522131762567269"},"themes":[],"htmlText":"123","listText":"123","text":"123","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602163607","repostId":"602332525","repostType":1,"repost":{"id":602332525,"gmtCreate":1638970537919,"gmtModify":1710321802562,"author":{"id":"3462925010227720","authorId":"3462925010227720","name":"美股指南","avatar":"https://static.tigerbbs.com/f6e9d8a801c1c5de174d8280c281720b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3462925010227720","idStr":"3462925010227720"},"themes":[],"title":"简单聊聊 东南亚小腾讯 Sea","htmlText":"摘要: 这几天一直在看Sea的一些财报情况, 11月16号财报后,从高点回调了30%左右。从周线图上看也跌破了趋势。从业务增长来看, 三大业务里面的电商和金融都在高速增长, 数字化娱乐平台Garena增长在逐步放缓, 这个也是这次回调的一个重要原因了。本文首发于公众号: 美股指南 2021Q3 财报情况11月16日Sea公布了2021年第三季度财报。财报显示,Sea 第三季度营收为26.89亿美元,同比增长121.8%。净亏损为5.71亿美元,去年同期净亏损为4.25亿美元。Sea第三季度营收成本为16.80亿美元,去年同期为8.05亿美元;毛利润为10亿美元,同比增长147.5%。按业务划分,Sea第三季度数字娱乐业务营收同比增长93.2%至10.99亿美元,电子商务和其他服务营收同比增长167.6%至13.10亿美元,商品销售业务营收同比增长81.9%至2.80亿美元。Sea旗下数字化娱乐平台Garena第三季度活跃用户数达7.29亿,同比增长27%,季度付费用户达9320万,同比增长43%。Sea旗下电子商务平台Shopee第三季度GMV同比增长81%至168亿美元,总订单量同比增长123%至17亿美元。Sea旗下数字金融服务平台SeaMoney第三季度移动钱包付费用户数达3930万,较去年同期增长120%。非GAAP准则下,Sea第三季度调整后 EBITDA为亏损1.655亿美元,去年同期为收益1.204亿美元。展望未来,Sea上调今年电子商务营收指引,预计2021年电子商务营收区间为50亿美元—52亿美元,此前为47亿美元—49亿美元。金融业务Fintech这里重点聊聊金融业务Fintech, 因为Fintech很可能是Sea 下一个增长引擎。Sea目前有三个业务部门: Fintech(金融)、Garena(游戏)、 Shopee(电商) 。Fintech业务在S","listText":"摘要: 这几天一直在看Sea的一些财报情况, 11月16号财报后,从高点回调了30%左右。从周线图上看也跌破了趋势。从业务增长来看, 三大业务里面的电商和金融都在高速增长, 数字化娱乐平台Garena增长在逐步放缓, 这个也是这次回调的一个重要原因了。本文首发于公众号: 美股指南 2021Q3 财报情况11月16日Sea公布了2021年第三季度财报。财报显示,Sea 第三季度营收为26.89亿美元,同比增长121.8%。净亏损为5.71亿美元,去年同期净亏损为4.25亿美元。Sea第三季度营收成本为16.80亿美元,去年同期为8.05亿美元;毛利润为10亿美元,同比增长147.5%。按业务划分,Sea第三季度数字娱乐业务营收同比增长93.2%至10.99亿美元,电子商务和其他服务营收同比增长167.6%至13.10亿美元,商品销售业务营收同比增长81.9%至2.80亿美元。Sea旗下数字化娱乐平台Garena第三季度活跃用户数达7.29亿,同比增长27%,季度付费用户达9320万,同比增长43%。Sea旗下电子商务平台Shopee第三季度GMV同比增长81%至168亿美元,总订单量同比增长123%至17亿美元。Sea旗下数字金融服务平台SeaMoney第三季度移动钱包付费用户数达3930万,较去年同期增长120%。非GAAP准则下,Sea第三季度调整后 EBITDA为亏损1.655亿美元,去年同期为收益1.204亿美元。展望未来,Sea上调今年电子商务营收指引,预计2021年电子商务营收区间为50亿美元—52亿美元,此前为47亿美元—49亿美元。金融业务Fintech这里重点聊聊金融业务Fintech, 因为Fintech很可能是Sea 下一个增长引擎。Sea目前有三个业务部门: Fintech(金融)、Garena(游戏)、 Shopee(电商) 。Fintech业务在S","text":"摘要: 这几天一直在看Sea的一些财报情况, 11月16号财报后,从高点回调了30%左右。从周线图上看也跌破了趋势。从业务增长来看, 三大业务里面的电商和金融都在高速增长, 数字化娱乐平台Garena增长在逐步放缓, 这个也是这次回调的一个重要原因了。本文首发于公众号: 美股指南 2021Q3 财报情况11月16日Sea公布了2021年第三季度财报。财报显示,Sea 第三季度营收为26.89亿美元,同比增长121.8%。净亏损为5.71亿美元,去年同期净亏损为4.25亿美元。Sea第三季度营收成本为16.80亿美元,去年同期为8.05亿美元;毛利润为10亿美元,同比增长147.5%。按业务划分,Sea第三季度数字娱乐业务营收同比增长93.2%至10.99亿美元,电子商务和其他服务营收同比增长167.6%至13.10亿美元,商品销售业务营收同比增长81.9%至2.80亿美元。Sea旗下数字化娱乐平台Garena第三季度活跃用户数达7.29亿,同比增长27%,季度付费用户达9320万,同比增长43%。Sea旗下电子商务平台Shopee第三季度GMV同比增长81%至168亿美元,总订单量同比增长123%至17亿美元。Sea旗下数字金融服务平台SeaMoney第三季度移动钱包付费用户数达3930万,较去年同期增长120%。非GAAP准则下,Sea第三季度调整后 EBITDA为亏损1.655亿美元,去年同期为收益1.204亿美元。展望未来,Sea上调今年电子商务营收指引,预计2021年电子商务营收区间为50亿美元—52亿美元,此前为47亿美元—49亿美元。金融业务Fintech这里重点聊聊金融业务Fintech, 因为Fintech很可能是Sea 下一个增长引擎。Sea目前有三个业务部门: Fintech(金融)、Garena(游戏)、 Shopee(电商) 。Fintech业务在S","images":[{"img":"https://static.tigerbbs.com/6d5432694aaeca752d3b9f7b274d3b34","width":"688","height":"466"},{"img":"https://static.tigerbbs.com/9bca806bbce21d3b06abc909ceabba65","width":"688","height":"161"},{"img":"https://static.tigerbbs.com/432bbebb6f98f585c6d032a5aa6ec8d6","width":"688","height":"320"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602332525","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339067104,"gmtCreate":1608726235008,"gmtModify":1703736406599,"author":{"id":"3522131762567269","authorId":"3522131762567269","name":"trueAron","avatar":"https://static.tigerbbs.com/049ff9cdc7812684b1b7407cc826fb18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3522131762567269","idStr":"3522131762567269"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339067104","repostId":"16080133705144","repostType":17,"repost":{"id":444,"live_id":"16080133705144","type":0,"live_form":0,"category_id":5,"category_name":"大咖热评","material_type":0,"regions":[1],"title":"蔚来NIO Day将至,如何用期权提前布局?","title_en":"","status":3,"abstract_en":[],"description_html":"","description_html_en":"","source_url":"https://lpl27170.laohu8.com/live/yanyan.m3u8","video_url":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/0d1d8c745285890811717556386/yEYLwZYewkQA.mp4","live_img_url":"https://static.tigerbbs.com/16dfa14aac955920386d7418932c0a4e","live_img_url_en":"","activate_content":true,"expected_time":1608724800848,"time_remain":-126823707454,"start_time":0,"end_time":0,"user_counter":"122481","symbols":[],"speaker_info":[],"abstract":["蔚来NIO Day将于2021年1月9日举行,对投资的影响几何?期权小白该如何提前布局博取收益呢?","【讲师介绍】李燕燕:“期权波动区间理论”开创者,兴盛万家信息咨询有限公司期权事业部总经理,多家大型券商和期货公司特邀期权讲师,拥有超过十年期权实战经验。","【内容要点】1.蔚来日对期权走势的影响分析 2.期权小白如何提前布局 3.期权的后续行动"]},"isVote":1,"tweetType":1,"viewCount":812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}