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臭肉肉

臭肉肉

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0勋章

10-04

我觉得写得很准

DiDi Global May Never Achieve Its Former Glory; Downgrading To Sell

08-15

口红效应。说明巴菲特觉得萧条要来了

股神建仓Ulta收获惊喜！为什么伯克希尔会选中这只低迷的美妆股？

2022-04-15

总统必须是出生在美国的，他永远当不上

马斯克买推特的真正原因：选总统，然后征服火星

2022-04-15

总统必须是出生在美国的。他永远当不了

马斯克买推特的真正原因：选总统，然后征服火星

2021-12-03

$Grab Holdings(GRAB)$为啥刚上市就有这么多天的交易线？OTC吗？

2021-11-17

$Rivian Automotive, Inc.(RIVN)$我看大多数人都卖掉了或者看跌，今晚还得涨

2021-08-11

"新增雇员人数超过450万人"???

Coinbase第二季度净利润16.06亿美元，同比大增49倍

2021-06-22

$Coinbase Global, Inc.(COIN)$ 一看评论区都是做多的。只能说明赶紧上去做空！

2021-05-14

$Coinbase Global, Inc.(COIN)$ 别抄底了。看看之前 Direct listing 的所有股票，全部都是常年滑梯下去的

2021-05-11

日本股市筑了30年底，刚刚突破，只看过去十年？

抱歉，原内容已删除

2021-02-27

$游戏驿站(GME)$ 下周五期权145 200 250 300 400都有不少未平仓期权。火箭需要燃料，没有大空头火箭要栽，有了大空头火箭才能起飞

2021-02-25

$游戏驿站(GME)$ 昨天狂拉还是因为 gamma squeeze。所以最后一个 Halt 直接持续到盘后不让买期权了。今天开盘如果不大跌可能期权价格暴涨

2021-02-13

猫腻

抱歉，原内容已删除

2021-02-11

$特斯拉(TSLA)$ 开启下行模式

2021-02-05

$游戏驿站(GME)$ 股票跌，只能说明买的人几乎没有了，空家卖家定价。之前狂涨，说明没有人卖，多买家定价。低流通量的股票一般都很难找到自己的价值。

2021-02-04

$游戏驿站(GME)$ 18号众议院听证会

2021-02-04

空就一个字！[财迷]

2021-02-04

$游戏驿站(GME)$ 可以空了，快来空呀！109是顶！

2021-02-04

$游戏驿站(GME)$ 等大多数被套的人都放弃平仓了，就会迎来新一轮的 pump & dump 收割。巴菲特说了，股市是把钱从没耐心的人手中转移到有耐心的人手中。被套的，买够100股至少可以做covered call，赚点零花钱，说不定半年就回本了。信心十足的，拿下去以后说不定N倍，大不了企业破产归零。没那胆的，早点割肉算了当交学费。

2021-02-03

$游戏驿站(GME)$ 看新闻，新管理层上任，亚马逊来的

去老虎APP查看更多动态

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Downgrading To Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2470213905","media":"seekingalpha","summary":"When DiDi Global debuted on the NYSE in 2021, I found the company dominating the fast-growing Chinese ridesharing industry with a market share close to 95%.During the period in which DiDi's mobile app","content":"<html><body><ul><li>When DiDi Global debuted on the NYSE in 2021, I found the company dominating the fast-growing Chinese ridesharing industry with a market share close to 95%.</li><li>During the period in which DiDi's mobile apps were removed from app stores, a few aggregator platforms aggressively took market share from DiDi.</li><li>These aggregator platforms, mostly owned by large-scale tech companies, have leveled the playing field in China's ridesharing sector, limiting DiDi's growth potential.</li><li>DiDi will remain relevant in the foreseeable future, but there is reason to believe that growth will come under pressure.</li></ul><figure><picture> <img fetchpriority=\"high\" height=\"3456px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1011141192/image_1011141192.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1011141192/image_1011141192.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1011141192/image_1011141192.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1011141192/image_1011141192.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1011141192/image_1011141192.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1011141192/image_1011141192.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1011141192/image_1011141192.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1011141192/image_1011141192.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1011141192/image_1011141192.jpg?io=getty-c-w240 240w\" width=\"4608px\"/> </picture><figcaption> <p>4X-image</p></figcaption></figure><p>When I am looking for investment opportunities, there is nothing more attractive than a company that dominates a fast-growing market segment. More often than not, these companies continue to hold on to their market share in the long run, rewarding long-term shareholders handsomely in<span> the process. DiDi Global Inc. (</span>OTCPK:DIDIY<span>), when it debuted on the NYSE in 2021, was the market leader in China's booming ridesharing sector, accounting for almost 95% of total ridesharing revenue in the 12 months leading up to the IPO. I was immediately attracted to the company as DiDi's market leadership promised to steer the company in the direction of sustainable long-term profits. Unfortunately, though, DiDi found itself in a whirlwind of regulatory scrutiny soon after the IPO, alongside other Chinese tech giants such as Alibaba Group Holding Limited (</span>BABA<span>).</span></p> <p>Unlike Alibaba, which, I believe, is one of the best bargains in the market today, DiDi may never achieve its former glory as increased regulatory scrutiny has paved the way for a dramatic shift in the competitive landscape, giving birth to aggregator platforms that threaten to eat into DiDi's market share. Although I acknowledge DiDi's efforts to turn the company profitable despite decelerating growth and the possibility of a jump in stock price resulting from a potential Hong Kong listing, as a growth investor, I no longer find DiDi attractive.</p> <h2>The Rise Of Aggregator Platforms Has Permanently Impaired DiDi's Growth Potential</h2> <p>The rising competition in China's ridesharing industry has already had an impact on DiDi's growth. DiDi's market share has slipped to around 70% from a high of close to 95% four years ago, with the primary threat coming from the rise of aggregator platforms. There are a few notable aggregator platforms in China today.</p> <ol> <li>Amap, owned by Alibaba.</li> <li>Baidu Map.</li> <li>MeiTuan Dache.</li> </ol> <p>In addition to these aggregator platforms, ridehailing and ride-pooling platforms such as Dida Chuxing, Cao Cao Mobility, and T3 Go also pose a threat to DiDi. However, the rise of aggregator platforms marks a fundamental shift in the way Chinese consumers book rideshares.</p> <p>China's ridesharing market is massive. As of 2023, there were 528 million ridehailing users in China. To add some context, the total U.S. population stands at 345 million today. To cater to this massive market, a plethora of ridesharing companies have popped up in recent years. According to data from China Internet Watch, there were 337 registered ridesharing companies in the nation as of 2023. DiDi, not surprisingly, is the most popular ridesharing platform in China today.</p> <p><strong>Exhibit 1: Ridesharing usage by brand in China</strong></p> <figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/9/25/49736731-17272615645685503.png\"/> </picture><figcaption><p><span>Statisa</span></p></figcaption></figure><p>Historically, the vast majority of ridesharing platforms in China have failed to gain traction due to their financial inability to develop high-quality mobile applications to compete with DiDi. However, the rise of aggregator platforms - intermediaries that connect drivers with riders - has removed this major barrier as smaller companies can now use these platforms to reach a massive audience.</p> <p>According to data from China's Ministry of Transportation, aggregating platforms handled 232 million rides in April 2024, accounting for 26% of total orders. For comparison, in April 2023, aggregator platforms accounted for 18% of total orders. This stellar growth highlights the growing importance of aggregator platforms, and I believe this marks the beginning of a new era in China's ridesharing sector where users feel more comfortable with familiar aggregator apps owned by big tech companies.</p> <p>DiDi has already identified the threat posed by aggregator platforms. The company is now offering similar aggregator solutions by allowing competing ridesharing companies to offer their services within the DiDi mobile app. However, in Beijing, DiDi still offers only four options for riders compared to more than 60 for Alibaba-owned Amap.</p> <p><strong>Exhibit 2: Ridesharing interface of Amap</strong></p> <figure contenteditable=\"false\"><picture> <span><img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/9/25/saupload_1-s2.0-S2212012224000029-gr1_lrg_thumb1.jpg\"/></span> </picture><figcaption><p><span>Economics of Transportation</span></p></figcaption></figure><p>When we dig deeper, we find that DiDi's massive early success was driven in large part by its aggressive acquisition strategy. A key deal was the Uber China acquisition in 2016 for approximately $35 billion. One way to thwart the threat of increasing competition from aggregator apps is to acquire second-tier ridesharing companies. However, given the regulatory scrutiny faced by DiDi, the company is highly unlikely to be allowed to consolidate its market share through acquisitions in the foreseeable future.</p> <p>With little possibility of regulatory approval for a deal to acquire a second-tier ridesharing platform, DiDi is left with no option but to compete with rising aggregator platforms on its own. Making matters worse, a notable increase in competitive threats is likely in the coming years when aggregator platforms address common concerns raised by ridesharing customers such as low vehicle compliance rates and safety hazards. Although I do not believe DiDi faces an existential threat, I am convinced that aggregator platforms will limit DiDi's long-term growth potential.</p> <h2>DiDi Will Remain Relevant</h2> <p>As the largest and most popular ridesharing platform in China, DiDi will continue to remain relevant and will likely see steady revenue growth. As illustrated below, growth has decelerated in recent quarters, which, I believe, is a result of increased competitive threats and the maturing ridesharing market in China.</p> <p><strong>Exhibit 3: DiDi quarterly revenue growth</strong></p> <figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/9/25/49736731-1727263440512141.png\"/></span> </picture><figcaption><p><span>FinChat</span></p></figcaption></figure><p>DiDi, since January 2023 when its mobile apps were allowed on popular app stores, has seen a dramatic improvement in financial performance. The company broke through to profitability on an adjusted basis in 2023 with its operating margins turning a corner coinciding with stellar revenue growth last year.</p> <p>Although I believe DiDi will continue to enjoy a meaningful share of China's ridesharing market, this alone is not a good enough reason for me to invest in the company given my expectations for a prolonged period of single-digit revenue growth due to competitive pressures and market saturation.</p> <h2>Takeaway</h2> <p>DiDi Global, the leading ridesharing company in China, is under pressure from aggregator platforms that offer users a seamless, efficient way of booking taxis and hailing rides from dozens of service providers. DiDi's market share has meaningfully declined in the last few years, and I believe the company will continue to lose market share in the next five years. Although DiDi may be attractively valued compared to global ridesharing leader Uber Technologies, Inc. (UBER), I believe growth investors should avoid DiDi stock given the growth challenges the company may soon face.</p> <div></div> <p>Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</p></body></html>","source":"seekingalpha","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>DiDi Global May Never Achieve Its Former Glory; Downgrading To Sell</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\">\nDiDi Global May Never Achieve Its Former Glory; Downgrading To Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-26 02:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4723283-didi-global-may-never-achieve-its-former-glory-downgrading-sell><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When DiDi Global debuted on the NYSE in 2021, I found the company dominating the fast-growing Chinese ridesharing industry with a market share close to 95%.During the period in which DiDi's mobile ...</p>\n\n<a href=\"https://seekingalpha.com/article/4723283-didi-global-may-never-achieve-its-former-glory-downgrading-sell\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1011141192/image_1011141192.jpg","relate_stocks":{"BK4022":"陆运","DIDIY":"DiDi Global Inc.","BK4230":"旅客陆运"},"source_url":"https://seekingalpha.com/article/4723283-didi-global-may-never-achieve-its-former-glory-downgrading-sell","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2470213905","content_text":"When DiDi Global debuted on the NYSE in 2021, I found the company dominating the fast-growing Chinese ridesharing industry with a market share close to 95%.During the period in which DiDi's mobile apps were removed from app stores, a few aggregator platforms aggressively took market share from DiDi.These aggregator platforms, mostly owned by large-scale tech companies, have leveled the playing field in China's ridesharing sector, limiting DiDi's growth potential.DiDi will remain relevant in the foreseeable future, but there is reason to believe that growth will come under pressure.   4X-imageWhen I am looking for investment opportunities, there is nothing more attractive than a company that dominates a fast-growing market segment. More often than not, these companies continue to hold on to their market share in the long run, rewarding long-term shareholders handsomely in the process. DiDi Global Inc. (OTCPK:DIDIY), when it debuted on the NYSE in 2021, was the market leader in China's booming ridesharing sector, accounting for almost 95% of total ridesharing revenue in the 12 months leading up to the IPO. I was immediately attracted to the company as DiDi's market leadership promised to steer the company in the direction of sustainable long-term profits. Unfortunately, though, DiDi found itself in a whirlwind of regulatory scrutiny soon after the IPO, alongside other Chinese tech giants such as Alibaba Group Holding Limited (BABA). Unlike Alibaba, which, I believe, is one of the best bargains in the market today, DiDi may never achieve its former glory as increased regulatory scrutiny has paved the way for a dramatic shift in the competitive landscape, giving birth to aggregator platforms that threaten to eat into DiDi's market share. Although I acknowledge DiDi's efforts to turn the company profitable despite decelerating growth and the possibility of a jump in stock price resulting from a potential Hong Kong listing, as a growth investor, I no longer find DiDi attractive. The Rise Of Aggregator Platforms Has Permanently Impaired DiDi's Growth Potential The rising competition in China's ridesharing industry has already had an impact on DiDi's growth. DiDi's market share has slipped to around 70% from a high of close to 95% four years ago, with the primary threat coming from the rise of aggregator platforms. There are a few notable aggregator platforms in China today.  Amap, owned by Alibaba. Baidu Map. MeiTuan Dache.  In addition to these aggregator platforms, ridehailing and ride-pooling platforms such as Dida Chuxing, Cao Cao Mobility, and T3 Go also pose a threat to DiDi. However, the rise of aggregator platforms marks a fundamental shift in the way Chinese consumers book rideshares. China's ridesharing market is massive. As of 2023, there were 528 million ridehailing users in China. To add some context, the total U.S. population stands at 345 million today. To cater to this massive market, a plethora of ridesharing companies have popped up in recent years. According to data from China Internet Watch, there were 337 registered ridesharing companies in the nation as of 2023. DiDi, not surprisingly, is the most popular ridesharing platform in China today. Exhibit 1: Ridesharing usage by brand in China   StatisaHistorically, the vast majority of ridesharing platforms in China have failed to gain traction due to their financial inability to develop high-quality mobile applications to compete with DiDi. However, the rise of aggregator platforms - intermediaries that connect drivers with riders - has removed this major barrier as smaller companies can now use these platforms to reach a massive audience. According to data from China's Ministry of Transportation, aggregating platforms handled 232 million rides in April 2024, accounting for 26% of total orders. For comparison, in April 2023, aggregator platforms accounted for 18% of total orders. This stellar growth highlights the growing importance of aggregator platforms, and I believe this marks the beginning of a new era in China's ridesharing sector where users feel more comfortable with familiar aggregator apps owned by big tech companies. DiDi has already identified the threat posed by aggregator platforms. The company is now offering similar aggregator solutions by allowing competing ridesharing companies to offer their services within the DiDi mobile app. However, in Beijing, DiDi still offers only four options for riders compared to more than 60 for Alibaba-owned Amap. Exhibit 2: Ridesharing interface of Amap   Economics of TransportationWhen we dig deeper, we find that DiDi's massive early success was driven in large part by its aggressive acquisition strategy. A key deal was the Uber China acquisition in 2016 for approximately $35 billion. One way to thwart the threat of increasing competition from aggregator apps is to acquire second-tier ridesharing companies. However, given the regulatory scrutiny faced by DiDi, the company is highly unlikely to be allowed to consolidate its market share through acquisitions in the foreseeable future. With little possibility of regulatory approval for a deal to acquire a second-tier ridesharing platform, DiDi is left with no option but to compete with rising aggregator platforms on its own. Making matters worse, a notable increase in competitive threats is likely in the coming years when aggregator platforms address common concerns raised by ridesharing customers such as low vehicle compliance rates and safety hazards. Although I do not believe DiDi faces an existential threat, I am convinced that aggregator platforms will limit DiDi's long-term growth potential. DiDi Will Remain Relevant As the largest and most popular ridesharing platform in China, DiDi will continue to remain relevant and will likely see steady revenue growth. As illustrated below, growth has decelerated in recent quarters, which, I believe, is a result of increased competitive threats and the maturing ridesharing market in China. Exhibit 3: DiDi quarterly revenue growth   FinChatDiDi, since January 2023 when its mobile apps were allowed on popular app stores, has seen a dramatic improvement in financial performance. The company broke through to profitability on an adjusted basis in 2023 with its operating margins turning a corner coinciding with stellar revenue growth last year. Although I believe DiDi will continue to enjoy a meaningful share of China's ridesharing market, this alone is not a good enough reason for me to invest in the company given my expectations for a prolonged period of single-digit revenue growth due to competitive pressures and market saturation. Takeaway DiDi Global, the leading ridesharing company in China, is under pressure from aggregator platforms that offer users a seamless, efficient way of booking taxis and hailing rides from dozens of service providers. DiDi's market share has meaningfully declined in the last few years, and I believe the company will continue to lose market share in the next five years. Although DiDi may be attractively valued compared to global ridesharing leader Uber Technologies, Inc. (UBER), I believe growth investors should avoid DiDi stock given the growth challenges the company may soon face.  Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338746886115688,"gmtCreate":1723706037003,"gmtModify":1723706039103,"author":{"id":"3522759785535431","authorId":"3522759785535431","name":"臭肉肉","avatar":"https://static.tigerbbs.com/d533cc1e8bb5f36e835afce8aede351f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3522759785535431","idStr":"3522759785535431"},"themes":[],"htmlText":"口红效应。说明巴菲特觉得萧条要来了","listText":"口红效应。说明巴菲特觉得萧条要来了","text":"口红效应。说明巴菲特觉得萧条要来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338746886115688","repostId":"1101159549","repostType":2,"repost":{"id":"1101159549","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":1723694474,"share":"https://www.laohu8.com/m/news/1101159549?lang=&edition=full","pubTime":"2024-08-15 12:01","market":"us","language":"zh","title":"股神建仓Ulta收获惊喜！为什么伯克希尔会选中这只低迷的美妆股？","url":"https://stock-news.laohu8.com/highlight/detail?id=1101159549","media":"老虎资讯综合","summary":"伯克希尔哈撒韦公司季度持股披露中最大的惊喜是什么？是新建仓$Ulta美容$。Ulta的股票在周三盘后交易中上涨了近14%。Ulta在3月宣布了一项20亿美元的回购计划，截至5月4日还有18亿美元的资金未使用。Ulta在“大众”化妆品和高端品牌之间的独特定位是Baker看好这只股票的原因之一。截至 6 月 30 日，伯克希尔持有西方石油 2.553 亿股股份，而截至 3 月底，持有的股份为 2.48 亿股。截至第二季度末，伯克希尔持有 1.167 亿股雪佛龙股票，低于第一季度末的 1.21 亿股。","content":"<html><head></head><body><p>伯克希尔哈撒韦公司收购了 69 万股 <a href=\"https://laohu8.com/S/ULTA\">Ulta美容</a>股票，Ulta 股价盘后应声飙升。这笔投资在很多方面都符合巴菲特的战略，包括估值。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8dd31582607d536898ead58207e1c7fd\" title=\"\" tg-width=\"528\" tg-height=\"157\"/></p><p>伯克希尔哈撒韦公司季度持股披露中最大的惊喜是什么？ 是新建仓<a href=\"https://laohu8.com/S/ULTA\">Ulta美容</a>。</p><p>这家美妆连锁店的股价经历了艰难的一年，在 2024 年下跌了 32%，成为标准普尔 500 指数中表现最差的股票之一。但该股通常表现良好， <a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a> 截至第二季度末持有约 690,000 股 ULTA 股票 ，伯克希尔认为ULTA 将恢复其往日的辉煌。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/22022622a4cfd5e3632b26fb89328eae\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>Ulta的股票在周三盘后交易中上涨了近14%。</p><p>William Blair的分析师Dylan Carden认为，Ulta的股票对巴菲特有吸引力，特别是作为一个价值投资，因为它的市盈率（P/E）处于低位。</p><p>Ulta的股票目前以低两位数的市盈率交易，类似于 <a href=\"https://laohu8.com/S/JWN\">诺德斯特龙</a> 。但与 <a href=\"https://laohu8.com/S/JWN\">诺德斯特龙</a>正在失去市场份额并可能需要关闭门店不同，Ulta仍然有“值得关注的地方”，根据Carden的说法。</p><p>Carden表示：“近年来，伯克希尔的策略似乎是寻找那些被打压但具有竞争优势的公司，这些公司在自由现金流方面的收益率不错，管理团队也倾向于为股东提供回报。”</p><p>Ulta在3月宣布了一项20亿美元的回购计划，截至5月4日还有18亿美元的资金未使用。Carden认为，该公司可能会在今年晚些时候宣布派息。</p><p>今年，Ulta 的股价一直承压，部分原因是与竞争对手丝芙兰 (Sephora) 形成了新的竞争态势。Sephora在 <a href=\"https://laohu8.com/S/KSS\">柯尔百货</a> 门店开设了约 1,000 家“店中店”概念店，这对Ulta在高端化妆品市场的份额造成了压力，尽管D.A. Davidson的分析师Michael Baker表示，该公司在“大众”市场的份额仍在增长。</p><p>Ulta在“大众”化妆品和高端品牌之间的独特定位是Baker看好这只股票的原因之一。他认为，Sephora“史无前例地进军科尔百货”的势头已经基本成为过去，这意味着 Ulta 可能已经摆脱了市场份额不断增加的压力。</p><p>“长期以来，这只股票表现优异，但今年遇到了一些困难”，但这看起来只是“一个相对暂时的问题”。</p><p>William Blair的Carden补充说，他看到Sephora的典型客户和<a href=\"https://laohu8.com/S/KSS\">柯尔百货</a> 的典型客户之间“几乎没有重叠”，这就是为什么这个合作让他感到困惑。此外，他表示，Ulta在竞争中比<a href=\"https://laohu8.com/S/KSS\">柯尔百货</a> 店内的Sephora更有优势，因为目前还不清楚像<a href=\"https://laohu8.com/S/KSS\">柯尔百货</a> 这样的百货公司五年后是否还会存在。</p><p>与Carden一样，D.A. Davidson的Baker也认为Ulta的投资与巴菲特的优先事项一致。Ulta处于一个强劲的市场，竞争态势合理，其高管也以善于管理资本而闻名。</p><p>Ulta一直位列 DA Davidson 的 “Best-of-Breed Bison” 榜单，该榜单以沃伦·巴菲特的理念为蓝本，分析师们用它来甄别具有可持续商业模式的公司。</p><p>Baker表示：“这必须在估值参数上表现良好，”他和巴菲特一样都会考虑估值。他看好Ulta的股票，因为他认为公司贴现现金流的现值具有吸引力。</p><p>“这只股票的交易价格足够有余地，远低于我们认为的价值，”Baker认为随着时间的推移，该股将升值。</p><p>Baker 和 Carden 都看好 Ulta 的股票，Baker 给予其买入评级，而 Carden 则给予其跑赢大盘的评级。</p><p>伯克希尔最新的 13-F 报告显示，截至第二季度末，巴菲特持有的 Ulta 股份价值 2.663 亿美元。</p><p>这份报告的悬念较以往少了一些，因为沃伦·巴菲特领导的公司最近的业绩报告显示，该公司在第二季度大幅缩减了 <a href=\"https://laohu8.com/S/AAPL\">苹果</a> 的持股。然而，除了Ulta披露的信息外，还有其他有趣的披露。其中包括增加了对 <a href=\"https://laohu8.com/S/OXY\">西方石油</a>和 <a href=\"https://laohu8.com/S/SIRI\">Sirius XM Holdings Inc.</a> 的持股，以及减少了对 <a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>的持股。</p><p>截至 6 月 30 日，伯克希尔持有西方石油 2.553 亿股股份，而截至 3 月底，持有的股份为 2.48 亿股。伯克希尔持有 Sirius 股票 1.329 亿股，高于上一季度的 3670 万股。</p><p>截至第二季度末，伯克希尔持有 1.167 亿股雪佛龙股票，低于第一季度末的 1.21 亿股。</p><p>巴菲特此前披露，伯克希尔在第二季度清仓了 <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a> 的持股。该报告还展示了伯克希尔， <a href=\"https://laohu8.com/S/AAPL\">苹果</a> 持股的缩减规模，第二季度将其持股减少了50%。</p><p>周三提交的报告还凸显了 13-F 的局限性，该文件包含截至最近一个季度末的持股信息，但并未提供交易的具体时间信息。投资者从最近的 Form 4 文件中得知，截至 8 月 1 日，巴菲特一直在减持 <a href=\"https://laohu8.com/S/BAC\">美国银行</a> ( BAC) 股份至约 9.424 亿股，但13-F文件中仍显示的是早前的10.2亿股持仓。</p><p><em>文章源自MarketWatch《Why Warren Buffett’s Berkshire likely saw shine in Ulta’s beaten-down stock》</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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股神建仓Ulta收获惊喜！为什么伯克希尔会选中这只低迷的美妆股？\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\">2024-08-15 12:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>伯克希尔哈撒韦公司收购了 69 万股 <a href=\"https://laohu8.com/S/ULTA\">Ulta美容</a>股票，Ulta 股价盘后应声飙升。这笔投资在很多方面都符合巴菲特的战略，包括估值。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8dd31582607d536898ead58207e1c7fd\" title=\"\" tg-width=\"528\" tg-height=\"157\"/></p><p>伯克希尔哈撒韦公司季度持股披露中最大的惊喜是什么？ 是新建仓<a href=\"https://laohu8.com/S/ULTA\">Ulta美容</a>。</p><p>这家美妆连锁店的股价经历了艰难的一年，在 2024 年下跌了 32%，成为标准普尔 500 指数中表现最差的股票之一。但该股通常表现良好， <a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a> 截至第二季度末持有约 690,000 股 ULTA 股票 ，伯克希尔认为ULTA 将恢复其往日的辉煌。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/22022622a4cfd5e3632b26fb89328eae\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>Ulta的股票在周三盘后交易中上涨了近14%。</p><p>William Blair的分析师Dylan Carden认为，Ulta的股票对巴菲特有吸引力，特别是作为一个价值投资，因为它的市盈率（P/E）处于低位。</p><p>Ulta的股票目前以低两位数的市盈率交易，类似于 <a href=\"https://laohu8.com/S/JWN\">诺德斯特龙</a> 。但与 <a href=\"https://laohu8.com/S/JWN\">诺德斯特龙</a>正在失去市场份额并可能需要关闭门店不同，Ulta仍然有“值得关注的地方”，根据Carden的说法。</p><p>Carden表示：“近年来，伯克希尔的策略似乎是寻找那些被打压但具有竞争优势的公司，这些公司在自由现金流方面的收益率不错，管理团队也倾向于为股东提供回报。”</p><p>Ulta在3月宣布了一项20亿美元的回购计划，截至5月4日还有18亿美元的资金未使用。Carden认为，该公司可能会在今年晚些时候宣布派息。</p><p>今年，Ulta 的股价一直承压，部分原因是与竞争对手丝芙兰 (Sephora) 形成了新的竞争态势。Sephora在 <a href=\"https://laohu8.com/S/KSS\">柯尔百货</a> 门店开设了约 1,000 家“店中店”概念店，这对Ulta在高端化妆品市场的份额造成了压力，尽管D.A. Davidson的分析师Michael Baker表示，该公司在“大众”市场的份额仍在增长。</p><p>Ulta在“大众”化妆品和高端品牌之间的独特定位是Baker看好这只股票的原因之一。他认为，Sephora“史无前例地进军科尔百货”的势头已经基本成为过去，这意味着 Ulta 可能已经摆脱了市场份额不断增加的压力。</p><p>“长期以来，这只股票表现优异，但今年遇到了一些困难”，但这看起来只是“一个相对暂时的问题”。</p><p>William Blair的Carden补充说，他看到Sephora的典型客户和<a href=\"https://laohu8.com/S/KSS\">柯尔百货</a> 的典型客户之间“几乎没有重叠”，这就是为什么这个合作让他感到困惑。此外，他表示，Ulta在竞争中比<a href=\"https://laohu8.com/S/KSS\">柯尔百货</a> 店内的Sephora更有优势，因为目前还不清楚像<a href=\"https://laohu8.com/S/KSS\">柯尔百货</a> 这样的百货公司五年后是否还会存在。</p><p>与Carden一样，D.A. Davidson的Baker也认为Ulta的投资与巴菲特的优先事项一致。Ulta处于一个强劲的市场，竞争态势合理，其高管也以善于管理资本而闻名。</p><p>Ulta一直位列 DA Davidson 的 “Best-of-Breed Bison” 榜单，该榜单以沃伦·巴菲特的理念为蓝本，分析师们用它来甄别具有可持续商业模式的公司。</p><p>Baker表示：“这必须在估值参数上表现良好，”他和巴菲特一样都会考虑估值。他看好Ulta的股票，因为他认为公司贴现现金流的现值具有吸引力。</p><p>“这只股票的交易价格足够有余地，远低于我们认为的价值，”Baker认为随着时间的推移，该股将升值。</p><p>Baker 和 Carden 都看好 Ulta 的股票，Baker 给予其买入评级，而 Carden 则给予其跑赢大盘的评级。</p><p>伯克希尔最新的 13-F 报告显示，截至第二季度末，巴菲特持有的 Ulta 股份价值 2.663 亿美元。</p><p>这份报告的悬念较以往少了一些，因为沃伦·巴菲特领导的公司最近的业绩报告显示，该公司在第二季度大幅缩减了 <a href=\"https://laohu8.com/S/AAPL\">苹果</a> 的持股。然而，除了Ulta披露的信息外，还有其他有趣的披露。其中包括增加了对 <a href=\"https://laohu8.com/S/OXY\">西方石油</a>和 <a href=\"https://laohu8.com/S/SIRI\">Sirius XM Holdings Inc.</a> 的持股，以及减少了对 <a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>的持股。</p><p>截至 6 月 30 日，伯克希尔持有西方石油 2.553 亿股股份，而截至 3 月底，持有的股份为 2.48 亿股。伯克希尔持有 Sirius 股票 1.329 亿股，高于上一季度的 3670 万股。</p><p>截至第二季度末，伯克希尔持有 1.167 亿股雪佛龙股票，低于第一季度末的 1.21 亿股。</p><p>巴菲特此前披露，伯克希尔在第二季度清仓了 <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a> 的持股。该报告还展示了伯克希尔， <a href=\"https://laohu8.com/S/AAPL\">苹果</a> 持股的缩减规模，第二季度将其持股减少了50%。</p><p>周三提交的报告还凸显了 13-F 的局限性，该文件包含截至最近一个季度末的持股信息，但并未提供交易的具体时间信息。投资者从最近的 Form 4 文件中得知，截至 8 月 1 日，巴菲特一直在减持 <a href=\"https://laohu8.com/S/BAC\">美国银行</a> ( BAC) 股份至约 9.424 亿股，但13-F文件中仍显示的是早前的10.2亿股持仓。</p><p><em>文章源自MarketWatch《Why Warren Buffett’s Berkshire likely saw shine in Ulta’s beaten-down stock》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/10cdbf56f8dba9fff9efa63ec538d4d9","relate_stocks":{"ULTA":"Ulta美容"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101159549","content_text":"伯克希尔哈撒韦公司收购了 69 万股 Ulta美容股票，Ulta 股价盘后应声飙升。这笔投资在很多方面都符合巴菲特的战略，包括估值。伯克希尔哈撒韦公司季度持股披露中最大的惊喜是什么？ 是新建仓Ulta美容。这家美妆连锁店的股价经历了艰难的一年，在 2024 年下跌了 32%，成为标准普尔 500 指数中表现最差的股票之一。但该股通常表现良好， 伯克希尔 截至第二季度末持有约 690,000 股 ULTA 股票 ，伯克希尔认为ULTA 将恢复其往日的辉煌。Ulta的股票在周三盘后交易中上涨了近14%。William Blair的分析师Dylan Carden认为，Ulta的股票对巴菲特有吸引力，特别是作为一个价值投资，因为它的市盈率（P/E）处于低位。Ulta的股票目前以低两位数的市盈率交易，类似于 诺德斯特龙 。但与 诺德斯特龙正在失去市场份额并可能需要关闭门店不同，Ulta仍然有“值得关注的地方”，根据Carden的说法。Carden表示：“近年来，伯克希尔的策略似乎是寻找那些被打压但具有竞争优势的公司，这些公司在自由现金流方面的收益率不错，管理团队也倾向于为股东提供回报。”Ulta在3月宣布了一项20亿美元的回购计划，截至5月4日还有18亿美元的资金未使用。Carden认为，该公司可能会在今年晚些时候宣布派息。今年，Ulta 的股价一直承压，部分原因是与竞争对手丝芙兰 (Sephora) 形成了新的竞争态势。Sephora在 柯尔百货 门店开设了约 1,000 家“店中店”概念店，这对Ulta在高端化妆品市场的份额造成了压力，尽管D.A. Davidson的分析师Michael Baker表示，该公司在“大众”市场的份额仍在增长。Ulta在“大众”化妆品和高端品牌之间的独特定位是Baker看好这只股票的原因之一。他认为，Sephora“史无前例地进军科尔百货”的势头已经基本成为过去，这意味着 Ulta 可能已经摆脱了市场份额不断增加的压力。“长期以来，这只股票表现优异，但今年遇到了一些困难”，但这看起来只是“一个相对暂时的问题”。William Blair的Carden补充说，他看到Sephora的典型客户和柯尔百货 的典型客户之间“几乎没有重叠”，这就是为什么这个合作让他感到困惑。此外，他表示，Ulta在竞争中比柯尔百货 店内的Sephora更有优势，因为目前还不清楚像柯尔百货 这样的百货公司五年后是否还会存在。与Carden一样，D.A. Davidson的Baker也认为Ulta的投资与巴菲特的优先事项一致。Ulta处于一个强劲的市场，竞争态势合理，其高管也以善于管理资本而闻名。Ulta一直位列 DA Davidson 的 “Best-of-Breed Bison” 榜单，该榜单以沃伦·巴菲特的理念为蓝本，分析师们用它来甄别具有可持续商业模式的公司。Baker表示：“这必须在估值参数上表现良好，”他和巴菲特一样都会考虑估值。他看好Ulta的股票，因为他认为公司贴现现金流的现值具有吸引力。“这只股票的交易价格足够有余地，远低于我们认为的价值，”Baker认为随着时间的推移，该股将升值。Baker 和 Carden 都看好 Ulta 的股票，Baker 给予其买入评级，而 Carden 则给予其跑赢大盘的评级。伯克希尔最新的 13-F 报告显示，截至第二季度末，巴菲特持有的 Ulta 股份价值 2.663 亿美元。这份报告的悬念较以往少了一些，因为沃伦·巴菲特领导的公司最近的业绩报告显示，该公司在第二季度大幅缩减了 苹果 的持股。然而，除了Ulta披露的信息外，还有其他有趣的披露。其中包括增加了对 西方石油和 Sirius XM Holdings Inc. 的持股，以及减少了对 雪佛龙的持股。截至 6 月 30 日，伯克希尔持有西方石油 2.553 亿股股份，而截至 3 月底，持有的股份为 2.48 亿股。伯克希尔持有 Sirius 股票 1.329 亿股，高于上一季度的 3670 万股。截至第二季度末，伯克希尔持有 1.167 亿股雪佛龙股票，低于第一季度末的 1.21 亿股。巴菲特此前披露，伯克希尔在第二季度清仓了 Paramount Global 的持股。该报告还展示了伯克希尔， 苹果 持股的缩减规模，第二季度将其持股减少了50%。周三提交的报告还凸显了 13-F 的局限性，该文件包含截至最近一个季度末的持股信息，但并未提供交易的具体时间信息。投资者从最近的 Form 4 文件中得知，截至 8 月 1 日，巴菲特一直在减持 美国银行 ( BAC) 股份至约 9.424 亿股，但13-F文件中仍显示的是早前的10.2亿股持仓。文章源自MarketWatch《Why Warren Buffett’s Berkshire likely saw shine in Ulta’s beaten-down stock》","news_type":1},"isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613414950,"gmtCreate":1649997540074,"gmtModify":1649999150045,"author":{"id":"3522759785535431","authorId":"3522759785535431","name":"臭肉肉","avatar":"https://static.tigerbbs.com/d533cc1e8bb5f36e835afce8aede351f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3522759785535431","idStr":"3522759785535431"},"themes":[],"htmlText":"总统必须是出生在美国的，他永远当不上","listText":"总统必须是出生在美国的，他永远当不上","text":"总统必须是出生在美国的，他永远当不上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613414950","repostId":"1110883674","repostType":4,"repost":{"id":"1110883674","weMediaInfo":{"introduction":"创业路上关键一招。","home_visible":1,"media_name":"接招","id":"1049897162","head_image":"https://static.tigerbbs.com/27bae14b56414ca59b681e5e9b6a9596"},"pubTimestamp":1649992458,"share":"https://www.laohu8.com/m/news/1110883674?lang=&edition=full","pubTime":"2022-04-15 11:14","market":"us","language":"zh","title":"马斯克买推特的真正原因：选总统，然后征服火星","url":"https://stock-news.laohu8.com/highlight/detail?id=1110883674","media":"接招","summary":"资本和技术已经无法合力拉动太空竞赛了，必须融入国家意志才能寻求更大的突破。","content":"<html><head></head><body><p>文/方浩</p><p>前几天马斯克被曝出成为推特最大股东之后，拒绝进入董事会的举动让吃瓜群众看不懂：买了那么多股票难道就是散户炒股？</p><p>现在清楚了，马斯克是要全资收购推特，这个交易万一不被SEC批准，非董事会成员的身份可以进行恶意收购。说白了，马一龙同志这次就是吃定推特了，凡是钱能解决的问题，在全球首富面前都不叫事儿。</p><p>现在最尴尬的，不是推特管理层，而是特朗普。一年多前大选期间由于煽动民众去国会山闹事，特朗普被推特封了账号，让懂王愤恨不已，但又无可奈何，最后不得不自己创业，推出了社交媒体平台Truth Social。</p><p>一个76岁的退休老干部在社交媒体赛道做APP，难度可想而知。问题是特朗普也没办法，虽然贵为美国知名富豪，但身价可能在纽约特朗普大厦方圆十里都排不上号。马斯克不爽就买下推特的壮举，衬托得特朗普有点屌丝……</p><p>马斯克成为推特大股东的消息曝光之后，立马有共和党议员喊话，希望他进入董事会之后推特能够解禁特朗普的账号。自从败选之后，特朗普也一直跃跃欲试，准备下届大选再次应战。</p><p>而马斯克与民主党总统拜登的关系一直不咋地。过去一年无论是去汽车大厂考察还是召集汽车行业大佬们开会，都把<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和马斯克凉在了一边，当选一年多只是最近由于油价大涨才首次召见新能源汽车的扛把子马斯克。</p><p>拜登看不上马斯克，不是因为马斯克地位不够，而是有两点原因：</p><p>一是马斯克对工会的态度，特斯拉在美国本土的工厂一直没有工会组织，马斯克认为工会会影响生产效率，而这种态度与民主党的基本路线明显背道而驰；</p><p>二是马斯克多年来与共和党走的很近，2016年特朗普当选总统后，第一时间就邀请马斯克进入了总统顾问委员会，随后后来因为特朗普执意退出《巴黎气候议定书》导致马斯克退出了这个委员会，但在推特上，两人一直有来有往，特别是特朗普被推特封杀之后，马斯克还为他鸣不平。</p><p>哦，对了，特斯拉在美国最新的超级工厂就在共和党的大本营德州，工厂建成之后马斯克干脆把总部也从民主党的大本营加州搬到了德州。</p><p>所以，过去一年拜登一直把马斯克当作“叛徒”看待，不给穿小鞋就是万幸了。</p><p>马斯克给推特的报价是400多亿美元，以推特目前的盈利能力，这绝对是让董事会难以拒绝的价格。事实上，作为一家社交媒体公司，推特早就呈现出江河日下的征兆了，前有Ins、后有Tiktok，社交媒体新人胜旧人，年轻人、娱乐明星已经把推特视为美国政治广场舞的集散地。</p><p>但也正是因为推特在政治舆论的喉舌作用，才让特朗普、马斯克极为重视这个阵地。至少在选举过程中带节奏方面，还没有哪家社交媒体能强过推特。</p><p>那么，问题也就来了：马斯克准备买下推特，是为了两年后特朗普的王者归来吗？</p><p>当然不是。</p><p>先是去年12月份，马斯克在推特上发文称，“让我们设定一个年龄限制，超过这个年龄你就不能竞选政治职位。也许这个数字略低于70岁。”</p><p>然后就是半个月前，马斯克在接受媒体采访时说到：如果一个国家的政府主要由比普通人群年龄大得多的公民组成，是不健康的。他提到，美国的“领导层非常、非常老”。就差报出拜登的身份证号了。</p><p>问题在于，两年后特朗普如果再次竞选总统，都快80了，同样到了打瞌睡的年纪，根本就不符合马斯克为美国总统设定的“法定年龄”。</p><p>马斯克今年51岁，而且刚刚找了新女友，正是年富力强的人生阶段，不差钱、不差名、不差身体，差的只是实现远大抱负的跳板。这个跳板，只能是美国总统。</p><p>如果说特斯拉实现了马斯克在地球上的梦想，那么SpaceX就是马斯克实现太空梦想的手段。四个轮子在地上跑的生意好办，四个轮子在火星上跑的生意不好办。不仅仅是技术问题。</p><p>冷战时期，美国为了先于苏联实现载人登月推出了“<a href=\"https://laohu8.com/S/APOL\">阿波罗</a>计划”，从1961年计划实施到1972年成功登月，历时11年，耗资255亿美元（这可是当年的美刀啊），超过两万家企业、200多所大学和80多个科研机构参与其中，涉及总人数达到30万人。</p><p>这可是只有三、五天航程的工程，而目前从地球到火星的航程是6个月。所以，马斯克再有钱、号召力再强，殖民火星也不是一家企业就能完成的任务。只有举国体制才能实现马斯克的野心。</p><p>目前马斯克与NASA、美国军方都有合作，但顶多算是乙方与甲方的关系，为了实现载人登陆火星，让一个乙方的包工头负总责，显然是不可能的。</p><p>六十年代的阿波罗计划是肯尼迪提出的，八十年代的星球大战计划是里根提出的，所以，新一轮的太空竞赛，只有坐到美国权力机构的最高位置上，才有可能去实施。</p><p>过去半个世纪，全球化是通过技术创新+资本流动共同完成的，但现在已经到了临界点：财富完成向巨头公司的集中之后，也基本完成了国家层面的集中。公司与公司之间的竞争是无边界的，但国家与国家之间的竞争是有边界的，如果把这个边界设定在大气层以下，只能说地球太小了。</p><p>资本和技术已经无法合力拉动太空竞赛了，必须融入国家意志才能寻求更大的突破。从这个角度看，马斯克买下推特是在为竞选总统做铺垫，而做总统是为征服火星做铺垫。</p></body></html>","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>马斯克买推特的真正原因：选总统，然后征服火星</title>\n<style 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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马斯克买推特的真正原因：选总统，然后征服火星\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1049897162\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/27bae14b56414ca59b681e5e9b6a9596);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">接招 </p>\n<p class=\"h-time\">2022-04-15 11:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>文/方浩</p><p>前几天马斯克被曝出成为推特最大股东之后，拒绝进入董事会的举动让吃瓜群众看不懂：买了那么多股票难道就是散户炒股？</p><p>现在清楚了，马斯克是要全资收购推特，这个交易万一不被SEC批准，非董事会成员的身份可以进行恶意收购。说白了，马一龙同志这次就是吃定推特了，凡是钱能解决的问题，在全球首富面前都不叫事儿。</p><p>现在最尴尬的，不是推特管理层，而是特朗普。一年多前大选期间由于煽动民众去国会山闹事，特朗普被推特封了账号，让懂王愤恨不已，但又无可奈何，最后不得不自己创业，推出了社交媒体平台Truth Social。</p><p>一个76岁的退休老干部在社交媒体赛道做APP，难度可想而知。问题是特朗普也没办法，虽然贵为美国知名富豪，但身价可能在纽约特朗普大厦方圆十里都排不上号。马斯克不爽就买下推特的壮举，衬托得特朗普有点屌丝……</p><p>马斯克成为推特大股东的消息曝光之后，立马有共和党议员喊话，希望他进入董事会之后推特能够解禁特朗普的账号。自从败选之后，特朗普也一直跃跃欲试，准备下届大选再次应战。</p><p>而马斯克与民主党总统拜登的关系一直不咋地。过去一年无论是去汽车大厂考察还是召集汽车行业大佬们开会，都把<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和马斯克凉在了一边，当选一年多只是最近由于油价大涨才首次召见新能源汽车的扛把子马斯克。</p><p>拜登看不上马斯克，不是因为马斯克地位不够，而是有两点原因：</p><p>一是马斯克对工会的态度，特斯拉在美国本土的工厂一直没有工会组织，马斯克认为工会会影响生产效率，而这种态度与民主党的基本路线明显背道而驰；</p><p>二是马斯克多年来与共和党走的很近，2016年特朗普当选总统后，第一时间就邀请马斯克进入了总统顾问委员会，随后后来因为特朗普执意退出《巴黎气候议定书》导致马斯克退出了这个委员会，但在推特上，两人一直有来有往，特别是特朗普被推特封杀之后，马斯克还为他鸣不平。</p><p>哦，对了，特斯拉在美国最新的超级工厂就在共和党的大本营德州，工厂建成之后马斯克干脆把总部也从民主党的大本营加州搬到了德州。</p><p>所以，过去一年拜登一直把马斯克当作“叛徒”看待，不给穿小鞋就是万幸了。</p><p>马斯克给推特的报价是400多亿美元，以推特目前的盈利能力，这绝对是让董事会难以拒绝的价格。事实上，作为一家社交媒体公司，推特早就呈现出江河日下的征兆了，前有Ins、后有Tiktok，社交媒体新人胜旧人，年轻人、娱乐明星已经把推特视为美国政治广场舞的集散地。</p><p>但也正是因为推特在政治舆论的喉舌作用，才让特朗普、马斯克极为重视这个阵地。至少在选举过程中带节奏方面，还没有哪家社交媒体能强过推特。</p><p>那么，问题也就来了：马斯克准备买下推特，是为了两年后特朗普的王者归来吗？</p><p>当然不是。</p><p>先是去年12月份，马斯克在推特上发文称，“让我们设定一个年龄限制，超过这个年龄你就不能竞选政治职位。也许这个数字略低于70岁。”</p><p>然后就是半个月前，马斯克在接受媒体采访时说到：如果一个国家的政府主要由比普通人群年龄大得多的公民组成，是不健康的。他提到，美国的“领导层非常、非常老”。就差报出拜登的身份证号了。</p><p>问题在于，两年后特朗普如果再次竞选总统，都快80了，同样到了打瞌睡的年纪，根本就不符合马斯克为美国总统设定的“法定年龄”。</p><p>马斯克今年51岁，而且刚刚找了新女友，正是年富力强的人生阶段，不差钱、不差名、不差身体，差的只是实现远大抱负的跳板。这个跳板，只能是美国总统。</p><p>如果说特斯拉实现了马斯克在地球上的梦想，那么SpaceX就是马斯克实现太空梦想的手段。四个轮子在地上跑的生意好办，四个轮子在火星上跑的生意不好办。不仅仅是技术问题。</p><p>冷战时期，美国为了先于苏联实现载人登月推出了“<a href=\"https://laohu8.com/S/APOL\">阿波罗</a>计划”，从1961年计划实施到1972年成功登月，历时11年，耗资255亿美元（这可是当年的美刀啊），超过两万家企业、200多所大学和80多个科研机构参与其中，涉及总人数达到30万人。</p><p>这可是只有三、五天航程的工程，而目前从地球到火星的航程是6个月。所以，马斯克再有钱、号召力再强，殖民火星也不是一家企业就能完成的任务。只有举国体制才能实现马斯克的野心。</p><p>目前马斯克与NASA、美国军方都有合作，但顶多算是乙方与甲方的关系，为了实现载人登陆火星，让一个乙方的包工头负总责，显然是不可能的。</p><p>六十年代的阿波罗计划是肯尼迪提出的，八十年代的星球大战计划是里根提出的，所以，新一轮的太空竞赛，只有坐到美国权力机构的最高位置上，才有可能去实施。</p><p>过去半个世纪，全球化是通过技术创新+资本流动共同完成的，但现在已经到了临界点：财富完成向巨头公司的集中之后，也基本完成了国家层面的集中。公司与公司之间的竞争是无边界的，但国家与国家之间的竞争是有边界的，如果把这个边界设定在大气层以下，只能说地球太小了。</p><p>资本和技术已经无法合力拉动太空竞赛了，必须融入国家意志才能寻求更大的突破。从这个角度看，马斯克买下推特是在为竞选总统做铺垫，而做总统是为征服火星做铺垫。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b115c027ef135e9be92470cb38d1d5b4","relate_stocks":{"TSLA":"特斯拉","TWTR":"Twitter"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110883674","content_text":"文/方浩前几天马斯克被曝出成为推特最大股东之后，拒绝进入董事会的举动让吃瓜群众看不懂：买了那么多股票难道就是散户炒股？现在清楚了，马斯克是要全资收购推特，这个交易万一不被SEC批准，非董事会成员的身份可以进行恶意收购。说白了，马一龙同志这次就是吃定推特了，凡是钱能解决的问题，在全球首富面前都不叫事儿。现在最尴尬的，不是推特管理层，而是特朗普。一年多前大选期间由于煽动民众去国会山闹事，特朗普被推特封了账号，让懂王愤恨不已，但又无可奈何，最后不得不自己创业，推出了社交媒体平台Truth Social。一个76岁的退休老干部在社交媒体赛道做APP，难度可想而知。问题是特朗普也没办法，虽然贵为美国知名富豪，但身价可能在纽约特朗普大厦方圆十里都排不上号。马斯克不爽就买下推特的壮举，衬托得特朗普有点屌丝……马斯克成为推特大股东的消息曝光之后，立马有共和党议员喊话，希望他进入董事会之后推特能够解禁特朗普的账号。自从败选之后，特朗普也一直跃跃欲试，准备下届大选再次应战。而马斯克与民主党总统拜登的关系一直不咋地。过去一年无论是去汽车大厂考察还是召集汽车行业大佬们开会，都把特斯拉和马斯克凉在了一边，当选一年多只是最近由于油价大涨才首次召见新能源汽车的扛把子马斯克。拜登看不上马斯克，不是因为马斯克地位不够，而是有两点原因：一是马斯克对工会的态度，特斯拉在美国本土的工厂一直没有工会组织，马斯克认为工会会影响生产效率，而这种态度与民主党的基本路线明显背道而驰；二是马斯克多年来与共和党走的很近，2016年特朗普当选总统后，第一时间就邀请马斯克进入了总统顾问委员会，随后后来因为特朗普执意退出《巴黎气候议定书》导致马斯克退出了这个委员会，但在推特上，两人一直有来有往，特别是特朗普被推特封杀之后，马斯克还为他鸣不平。哦，对了，特斯拉在美国最新的超级工厂就在共和党的大本营德州，工厂建成之后马斯克干脆把总部也从民主党的大本营加州搬到了德州。所以，过去一年拜登一直把马斯克当作“叛徒”看待，不给穿小鞋就是万幸了。马斯克给推特的报价是400多亿美元，以推特目前的盈利能力，这绝对是让董事会难以拒绝的价格。事实上，作为一家社交媒体公司，推特早就呈现出江河日下的征兆了，前有Ins、后有Tiktok，社交媒体新人胜旧人，年轻人、娱乐明星已经把推特视为美国政治广场舞的集散地。但也正是因为推特在政治舆论的喉舌作用，才让特朗普、马斯克极为重视这个阵地。至少在选举过程中带节奏方面，还没有哪家社交媒体能强过推特。那么，问题也就来了：马斯克准备买下推特，是为了两年后特朗普的王者归来吗？当然不是。先是去年12月份，马斯克在推特上发文称，“让我们设定一个年龄限制，超过这个年龄你就不能竞选政治职位。也许这个数字略低于70岁。”然后就是半个月前，马斯克在接受媒体采访时说到：如果一个国家的政府主要由比普通人群年龄大得多的公民组成，是不健康的。他提到，美国的“领导层非常、非常老”。就差报出拜登的身份证号了。问题在于，两年后特朗普如果再次竞选总统，都快80了，同样到了打瞌睡的年纪，根本就不符合马斯克为美国总统设定的“法定年龄”。马斯克今年51岁，而且刚刚找了新女友，正是年富力强的人生阶段，不差钱、不差名、不差身体，差的只是实现远大抱负的跳板。这个跳板，只能是美国总统。如果说特斯拉实现了马斯克在地球上的梦想，那么SpaceX就是马斯克实现太空梦想的手段。四个轮子在地上跑的生意好办，四个轮子在火星上跑的生意不好办。不仅仅是技术问题。冷战时期，美国为了先于苏联实现载人登月推出了“阿波罗计划”，从1961年计划实施到1972年成功登月，历时11年，耗资255亿美元（这可是当年的美刀啊），超过两万家企业、200多所大学和80多个科研机构参与其中，涉及总人数达到30万人。这可是只有三、五天航程的工程，而目前从地球到火星的航程是6个月。所以，马斯克再有钱、号召力再强，殖民火星也不是一家企业就能完成的任务。只有举国体制才能实现马斯克的野心。目前马斯克与NASA、美国军方都有合作，但顶多算是乙方与甲方的关系，为了实现载人登陆火星，让一个乙方的包工头负总责，显然是不可能的。六十年代的阿波罗计划是肯尼迪提出的，八十年代的星球大战计划是里根提出的，所以，新一轮的太空竞赛，只有坐到美国权力机构的最高位置上，才有可能去实施。过去半个世纪，全球化是通过技术创新+资本流动共同完成的，但现在已经到了临界点：财富完成向巨头公司的集中之后，也基本完成了国家层面的集中。公司与公司之间的竞争是无边界的，但国家与国家之间的竞争是有边界的，如果把这个边界设定在大气层以下，只能说地球太小了。资本和技术已经无法合力拉动太空竞赛了，必须融入国家意志才能寻求更大的突破。从这个角度看，马斯克买下推特是在为竞选总统做铺垫，而做总统是为征服火星做铺垫。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613415595,"gmtCreate":1649997497318,"gmtModify":1649999146885,"author":{"id":"3522759785535431","authorId":"3522759785535431","name":"臭肉肉","avatar":"https://static.tigerbbs.com/d533cc1e8bb5f36e835afce8aede351f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3522759785535431","idStr":"3522759785535431"},"themes":[],"htmlText":"总统必须是出生在美国的。他永远当不了","listText":"总统必须是出生在美国的。他永远当不了","text":"总统必须是出生在美国的。他永远当不了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613415595","repostId":"1110883674","repostType":4,"repost":{"id":"1110883674","weMediaInfo":{"introduction":"创业路上关键一招。","home_visible":1,"media_name":"接招","id":"1049897162","head_image":"https://static.tigerbbs.com/27bae14b56414ca59b681e5e9b6a9596"},"pubTimestamp":1649992458,"share":"https://www.laohu8.com/m/news/1110883674?lang=&edition=full","pubTime":"2022-04-15 11:14","market":"us","language":"zh","title":"马斯克买推特的真正原因：选总统，然后征服火星","url":"https://stock-news.laohu8.com/highlight/detail?id=1110883674","media":"接招","summary":"资本和技术已经无法合力拉动太空竞赛了，必须融入国家意志才能寻求更大的突破。","content":"<html><head></head><body><p>文/方浩</p><p>前几天马斯克被曝出成为推特最大股东之后，拒绝进入董事会的举动让吃瓜群众看不懂：买了那么多股票难道就是散户炒股？</p><p>现在清楚了，马斯克是要全资收购推特，这个交易万一不被SEC批准，非董事会成员的身份可以进行恶意收购。说白了，马一龙同志这次就是吃定推特了，凡是钱能解决的问题，在全球首富面前都不叫事儿。</p><p>现在最尴尬的，不是推特管理层，而是特朗普。一年多前大选期间由于煽动民众去国会山闹事，特朗普被推特封了账号，让懂王愤恨不已，但又无可奈何，最后不得不自己创业，推出了社交媒体平台Truth Social。</p><p>一个76岁的退休老干部在社交媒体赛道做APP，难度可想而知。问题是特朗普也没办法，虽然贵为美国知名富豪，但身价可能在纽约特朗普大厦方圆十里都排不上号。马斯克不爽就买下推特的壮举，衬托得特朗普有点屌丝……</p><p>马斯克成为推特大股东的消息曝光之后，立马有共和党议员喊话，希望他进入董事会之后推特能够解禁特朗普的账号。自从败选之后，特朗普也一直跃跃欲试，准备下届大选再次应战。</p><p>而马斯克与民主党总统拜登的关系一直不咋地。过去一年无论是去汽车大厂考察还是召集汽车行业大佬们开会，都把<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和马斯克凉在了一边，当选一年多只是最近由于油价大涨才首次召见新能源汽车的扛把子马斯克。</p><p>拜登看不上马斯克，不是因为马斯克地位不够，而是有两点原因：</p><p>一是马斯克对工会的态度，特斯拉在美国本土的工厂一直没有工会组织，马斯克认为工会会影响生产效率，而这种态度与民主党的基本路线明显背道而驰；</p><p>二是马斯克多年来与共和党走的很近，2016年特朗普当选总统后，第一时间就邀请马斯克进入了总统顾问委员会，随后后来因为特朗普执意退出《巴黎气候议定书》导致马斯克退出了这个委员会，但在推特上，两人一直有来有往，特别是特朗普被推特封杀之后，马斯克还为他鸣不平。</p><p>哦，对了，特斯拉在美国最新的超级工厂就在共和党的大本营德州，工厂建成之后马斯克干脆把总部也从民主党的大本营加州搬到了德州。</p><p>所以，过去一年拜登一直把马斯克当作“叛徒”看待，不给穿小鞋就是万幸了。</p><p>马斯克给推特的报价是400多亿美元，以推特目前的盈利能力，这绝对是让董事会难以拒绝的价格。事实上，作为一家社交媒体公司，推特早就呈现出江河日下的征兆了，前有Ins、后有Tiktok，社交媒体新人胜旧人，年轻人、娱乐明星已经把推特视为美国政治广场舞的集散地。</p><p>但也正是因为推特在政治舆论的喉舌作用，才让特朗普、马斯克极为重视这个阵地。至少在选举过程中带节奏方面，还没有哪家社交媒体能强过推特。</p><p>那么，问题也就来了：马斯克准备买下推特，是为了两年后特朗普的王者归来吗？</p><p>当然不是。</p><p>先是去年12月份，马斯克在推特上发文称，“让我们设定一个年龄限制，超过这个年龄你就不能竞选政治职位。也许这个数字略低于70岁。”</p><p>然后就是半个月前，马斯克在接受媒体采访时说到：如果一个国家的政府主要由比普通人群年龄大得多的公民组成，是不健康的。他提到，美国的“领导层非常、非常老”。就差报出拜登的身份证号了。</p><p>问题在于，两年后特朗普如果再次竞选总统，都快80了，同样到了打瞌睡的年纪，根本就不符合马斯克为美国总统设定的“法定年龄”。</p><p>马斯克今年51岁，而且刚刚找了新女友，正是年富力强的人生阶段，不差钱、不差名、不差身体，差的只是实现远大抱负的跳板。这个跳板，只能是美国总统。</p><p>如果说特斯拉实现了马斯克在地球上的梦想，那么SpaceX就是马斯克实现太空梦想的手段。四个轮子在地上跑的生意好办，四个轮子在火星上跑的生意不好办。不仅仅是技术问题。</p><p>冷战时期，美国为了先于苏联实现载人登月推出了“<a href=\"https://laohu8.com/S/APOL\">阿波罗</a>计划”，从1961年计划实施到1972年成功登月，历时11年，耗资255亿美元（这可是当年的美刀啊），超过两万家企业、200多所大学和80多个科研机构参与其中，涉及总人数达到30万人。</p><p>这可是只有三、五天航程的工程，而目前从地球到火星的航程是6个月。所以，马斯克再有钱、号召力再强，殖民火星也不是一家企业就能完成的任务。只有举国体制才能实现马斯克的野心。</p><p>目前马斯克与NASA、美国军方都有合作，但顶多算是乙方与甲方的关系，为了实现载人登陆火星，让一个乙方的包工头负总责，显然是不可能的。</p><p>六十年代的阿波罗计划是肯尼迪提出的，八十年代的星球大战计划是里根提出的，所以，新一轮的太空竞赛，只有坐到美国权力机构的最高位置上，才有可能去实施。</p><p>过去半个世纪，全球化是通过技术创新+资本流动共同完成的，但现在已经到了临界点：财富完成向巨头公司的集中之后，也基本完成了国家层面的集中。公司与公司之间的竞争是无边界的，但国家与国家之间的竞争是有边界的，如果把这个边界设定在大气层以下，只能说地球太小了。</p><p>资本和技术已经无法合力拉动太空竞赛了，必须融入国家意志才能寻求更大的突破。从这个角度看，马斯克买下推特是在为竞选总统做铺垫，而做总统是为征服火星做铺垫。</p></body></html>","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>马斯克买推特的真正原因：选总统，然后征服火星</title>\n<style 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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马斯克买推特的真正原因：选总统，然后征服火星\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1049897162\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/27bae14b56414ca59b681e5e9b6a9596);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">接招 </p>\n<p class=\"h-time\">2022-04-15 11:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>文/方浩</p><p>前几天马斯克被曝出成为推特最大股东之后，拒绝进入董事会的举动让吃瓜群众看不懂：买了那么多股票难道就是散户炒股？</p><p>现在清楚了，马斯克是要全资收购推特，这个交易万一不被SEC批准，非董事会成员的身份可以进行恶意收购。说白了，马一龙同志这次就是吃定推特了，凡是钱能解决的问题，在全球首富面前都不叫事儿。</p><p>现在最尴尬的，不是推特管理层，而是特朗普。一年多前大选期间由于煽动民众去国会山闹事，特朗普被推特封了账号，让懂王愤恨不已，但又无可奈何，最后不得不自己创业，推出了社交媒体平台Truth Social。</p><p>一个76岁的退休老干部在社交媒体赛道做APP，难度可想而知。问题是特朗普也没办法，虽然贵为美国知名富豪，但身价可能在纽约特朗普大厦方圆十里都排不上号。马斯克不爽就买下推特的壮举，衬托得特朗普有点屌丝……</p><p>马斯克成为推特大股东的消息曝光之后，立马有共和党议员喊话，希望他进入董事会之后推特能够解禁特朗普的账号。自从败选之后，特朗普也一直跃跃欲试，准备下届大选再次应战。</p><p>而马斯克与民主党总统拜登的关系一直不咋地。过去一年无论是去汽车大厂考察还是召集汽车行业大佬们开会，都把<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和马斯克凉在了一边，当选一年多只是最近由于油价大涨才首次召见新能源汽车的扛把子马斯克。</p><p>拜登看不上马斯克，不是因为马斯克地位不够，而是有两点原因：</p><p>一是马斯克对工会的态度，特斯拉在美国本土的工厂一直没有工会组织，马斯克认为工会会影响生产效率，而这种态度与民主党的基本路线明显背道而驰；</p><p>二是马斯克多年来与共和党走的很近，2016年特朗普当选总统后，第一时间就邀请马斯克进入了总统顾问委员会，随后后来因为特朗普执意退出《巴黎气候议定书》导致马斯克退出了这个委员会，但在推特上，两人一直有来有往，特别是特朗普被推特封杀之后，马斯克还为他鸣不平。</p><p>哦，对了，特斯拉在美国最新的超级工厂就在共和党的大本营德州，工厂建成之后马斯克干脆把总部也从民主党的大本营加州搬到了德州。</p><p>所以，过去一年拜登一直把马斯克当作“叛徒”看待，不给穿小鞋就是万幸了。</p><p>马斯克给推特的报价是400多亿美元，以推特目前的盈利能力，这绝对是让董事会难以拒绝的价格。事实上，作为一家社交媒体公司，推特早就呈现出江河日下的征兆了，前有Ins、后有Tiktok，社交媒体新人胜旧人，年轻人、娱乐明星已经把推特视为美国政治广场舞的集散地。</p><p>但也正是因为推特在政治舆论的喉舌作用，才让特朗普、马斯克极为重视这个阵地。至少在选举过程中带节奏方面，还没有哪家社交媒体能强过推特。</p><p>那么，问题也就来了：马斯克准备买下推特，是为了两年后特朗普的王者归来吗？</p><p>当然不是。</p><p>先是去年12月份，马斯克在推特上发文称，“让我们设定一个年龄限制，超过这个年龄你就不能竞选政治职位。也许这个数字略低于70岁。”</p><p>然后就是半个月前，马斯克在接受媒体采访时说到：如果一个国家的政府主要由比普通人群年龄大得多的公民组成，是不健康的。他提到，美国的“领导层非常、非常老”。就差报出拜登的身份证号了。</p><p>问题在于，两年后特朗普如果再次竞选总统，都快80了，同样到了打瞌睡的年纪，根本就不符合马斯克为美国总统设定的“法定年龄”。</p><p>马斯克今年51岁，而且刚刚找了新女友，正是年富力强的人生阶段，不差钱、不差名、不差身体，差的只是实现远大抱负的跳板。这个跳板，只能是美国总统。</p><p>如果说特斯拉实现了马斯克在地球上的梦想，那么SpaceX就是马斯克实现太空梦想的手段。四个轮子在地上跑的生意好办，四个轮子在火星上跑的生意不好办。不仅仅是技术问题。</p><p>冷战时期，美国为了先于苏联实现载人登月推出了“<a href=\"https://laohu8.com/S/APOL\">阿波罗</a>计划”，从1961年计划实施到1972年成功登月，历时11年，耗资255亿美元（这可是当年的美刀啊），超过两万家企业、200多所大学和80多个科研机构参与其中，涉及总人数达到30万人。</p><p>这可是只有三、五天航程的工程，而目前从地球到火星的航程是6个月。所以，马斯克再有钱、号召力再强，殖民火星也不是一家企业就能完成的任务。只有举国体制才能实现马斯克的野心。</p><p>目前马斯克与NASA、美国军方都有合作，但顶多算是乙方与甲方的关系，为了实现载人登陆火星，让一个乙方的包工头负总责，显然是不可能的。</p><p>六十年代的阿波罗计划是肯尼迪提出的，八十年代的星球大战计划是里根提出的，所以，新一轮的太空竞赛，只有坐到美国权力机构的最高位置上，才有可能去实施。</p><p>过去半个世纪，全球化是通过技术创新+资本流动共同完成的，但现在已经到了临界点：财富完成向巨头公司的集中之后，也基本完成了国家层面的集中。公司与公司之间的竞争是无边界的，但国家与国家之间的竞争是有边界的，如果把这个边界设定在大气层以下，只能说地球太小了。</p><p>资本和技术已经无法合力拉动太空竞赛了，必须融入国家意志才能寻求更大的突破。从这个角度看，马斯克买下推特是在为竞选总统做铺垫，而做总统是为征服火星做铺垫。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b115c027ef135e9be92470cb38d1d5b4","relate_stocks":{"TSLA":"特斯拉","TWTR":"Twitter"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110883674","content_text":"文/方浩前几天马斯克被曝出成为推特最大股东之后，拒绝进入董事会的举动让吃瓜群众看不懂：买了那么多股票难道就是散户炒股？现在清楚了，马斯克是要全资收购推特，这个交易万一不被SEC批准，非董事会成员的身份可以进行恶意收购。说白了，马一龙同志这次就是吃定推特了，凡是钱能解决的问题，在全球首富面前都不叫事儿。现在最尴尬的，不是推特管理层，而是特朗普。一年多前大选期间由于煽动民众去国会山闹事，特朗普被推特封了账号，让懂王愤恨不已，但又无可奈何，最后不得不自己创业，推出了社交媒体平台Truth Social。一个76岁的退休老干部在社交媒体赛道做APP，难度可想而知。问题是特朗普也没办法，虽然贵为美国知名富豪，但身价可能在纽约特朗普大厦方圆十里都排不上号。马斯克不爽就买下推特的壮举，衬托得特朗普有点屌丝……马斯克成为推特大股东的消息曝光之后，立马有共和党议员喊话，希望他进入董事会之后推特能够解禁特朗普的账号。自从败选之后，特朗普也一直跃跃欲试，准备下届大选再次应战。而马斯克与民主党总统拜登的关系一直不咋地。过去一年无论是去汽车大厂考察还是召集汽车行业大佬们开会，都把特斯拉和马斯克凉在了一边，当选一年多只是最近由于油价大涨才首次召见新能源汽车的扛把子马斯克。拜登看不上马斯克，不是因为马斯克地位不够，而是有两点原因：一是马斯克对工会的态度，特斯拉在美国本土的工厂一直没有工会组织，马斯克认为工会会影响生产效率，而这种态度与民主党的基本路线明显背道而驰；二是马斯克多年来与共和党走的很近，2016年特朗普当选总统后，第一时间就邀请马斯克进入了总统顾问委员会，随后后来因为特朗普执意退出《巴黎气候议定书》导致马斯克退出了这个委员会，但在推特上，两人一直有来有往，特别是特朗普被推特封杀之后，马斯克还为他鸣不平。哦，对了，特斯拉在美国最新的超级工厂就在共和党的大本营德州，工厂建成之后马斯克干脆把总部也从民主党的大本营加州搬到了德州。所以，过去一年拜登一直把马斯克当作“叛徒”看待，不给穿小鞋就是万幸了。马斯克给推特的报价是400多亿美元，以推特目前的盈利能力，这绝对是让董事会难以拒绝的价格。事实上，作为一家社交媒体公司，推特早就呈现出江河日下的征兆了，前有Ins、后有Tiktok，社交媒体新人胜旧人，年轻人、娱乐明星已经把推特视为美国政治广场舞的集散地。但也正是因为推特在政治舆论的喉舌作用，才让特朗普、马斯克极为重视这个阵地。至少在选举过程中带节奏方面，还没有哪家社交媒体能强过推特。那么，问题也就来了：马斯克准备买下推特，是为了两年后特朗普的王者归来吗？当然不是。先是去年12月份，马斯克在推特上发文称，“让我们设定一个年龄限制，超过这个年龄你就不能竞选政治职位。也许这个数字略低于70岁。”然后就是半个月前，马斯克在接受媒体采访时说到：如果一个国家的政府主要由比普通人群年龄大得多的公民组成，是不健康的。他提到，美国的“领导层非常、非常老”。就差报出拜登的身份证号了。问题在于，两年后特朗普如果再次竞选总统，都快80了，同样到了打瞌睡的年纪，根本就不符合马斯克为美国总统设定的“法定年龄”。马斯克今年51岁，而且刚刚找了新女友，正是年富力强的人生阶段，不差钱、不差名、不差身体，差的只是实现远大抱负的跳板。这个跳板，只能是美国总统。如果说特斯拉实现了马斯克在地球上的梦想，那么SpaceX就是马斯克实现太空梦想的手段。四个轮子在地上跑的生意好办，四个轮子在火星上跑的生意不好办。不仅仅是技术问题。冷战时期，美国为了先于苏联实现载人登月推出了“阿波罗计划”，从1961年计划实施到1972年成功登月，历时11年，耗资255亿美元（这可是当年的美刀啊），超过两万家企业、200多所大学和80多个科研机构参与其中，涉及总人数达到30万人。这可是只有三、五天航程的工程，而目前从地球到火星的航程是6个月。所以，马斯克再有钱、号召力再强，殖民火星也不是一家企业就能完成的任务。只有举国体制才能实现马斯克的野心。目前马斯克与NASA、美国军方都有合作，但顶多算是乙方与甲方的关系，为了实现载人登陆火星，让一个乙方的包工头负总责，显然是不可能的。六十年代的阿波罗计划是肯尼迪提出的，八十年代的星球大战计划是里根提出的，所以，新一轮的太空竞赛，只有坐到美国权力机构的最高位置上，才有可能去实施。过去半个世纪，全球化是通过技术创新+资本流动共同完成的，但现在已经到了临界点：财富完成向巨头公司的集中之后，也基本完成了国家层面的集中。公司与公司之间的竞争是无边界的，但国家与国家之间的竞争是有边界的，如果把这个边界设定在大气层以下，只能说地球太小了。资本和技术已经无法合力拉动太空竞赛了，必须融入国家意志才能寻求更大的突破。从这个角度看，马斯克买下推特是在为竞选总统做铺垫，而做总统是为征服火星做铺垫。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601079776,"gmtCreate":1638464217503,"gmtModify":1638464217503,"author":{"id":"3522759785535431","authorId":"3522759785535431","name":"臭肉肉","avatar":"https://static.tigerbbs.com/d533cc1e8bb5f36e835afce8aede351f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3522759785535431","idStr":"3522759785535431"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>为啥刚上市就有这么多天的交易线？OTC吗？","listText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>为啥刚上市就有这么多天的交易线？OTC吗？","text":"$Grab Holdings(GRAB)$为啥刚上市就有这么多天的交易线？OTC吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/601079776","isVote":1,"tweetType":1,"viewCount":5128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878087031,"gmtCreate":1637124548833,"gmtModify":1637124548833,"author":{"id":"3522759785535431","authorId":"3522759785535431","name":"臭肉肉","avatar":"https://static.tigerbbs.com/d533cc1e8bb5f36e835afce8aede351f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3522759785535431","idStr":"3522759785535431"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>我看大多数人都卖掉了或者看跌，今晚还得涨","listText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>我看大多数人都卖掉了或者看跌，今晚还得涨","text":"$Rivian Automotive, Inc.(RIVN)$我看大多数人都卖掉了或者看跌，今晚还得涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878087031","isVote":1,"tweetType":1,"viewCount":2583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":892780374,"gmtCreate":1628689576598,"gmtModify":1628689576598,"author":{"id":"3522759785535431","authorId":"3522759785535431","name":"臭肉肉","avatar":"https://static.tigerbbs.com/d533cc1e8bb5f36e835afce8aede351f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3522759785535431","idStr":"3522759785535431"},"themes":[],"htmlText":"\"新增雇员人数超过450万人\"???","listText":"\"新增雇员人数超过450万人\"???","text":"\"新增雇员人数超过450万人\"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892780374","repostId":"1145468197","repostType":2,"repost":{"id":"1145468197","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":1628635945,"share":"https://www.laohu8.com/m/news/1145468197?lang=&edition=full","pubTime":"2021-08-11 06:52","market":"us","language":"zh","title":"Coinbase第二季度净利润16.06亿美元，同比大增49倍","url":"https://stock-news.laohu8.com/highlight/detail?id=1145468197","media":"老虎资讯综合","summary":"8月10日美股盘后，加密货币交易所Coinbase今日公布了该公司的2021财年第二季度财报。报告显示，Coinbase第二季度净营收为20.33亿美元，与上年同期的1.78亿美元相比大幅增长；净利润","content":"<p>8月10日美股盘后，加密货币交易所<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>今日公布了该公司的2021财年第二季度财报。报告显示，Coinbase第二季度净营收为20.33亿美元，与上年同期的1.78亿美元相比大幅增长；净利润为16.06亿美元，与上年同期的3200万美元相比增长49倍；归属于普通股股东的摊薄净利润为15.93亿美元，归属于普通股股东的每股摊薄净利润为6.42美元。</p>\n<p><img src=\"https://static.tigerbbs.com/74fc43e1ca5c47428354d846c5ff107c\" tg-width=\"1041\" tg-height=\"479\" referrerpolicy=\"no-referrer\"></p>\n<p>Coinbase第二季度净营收和每股摊薄收益均超出华尔街分析师此前预期，从而推动其盘后股价上涨近2%。</p>\n<p><img src=\"https://static.tigerbbs.com/0b69dabfb542eb0ade5c26fa871a7a84\" tg-width=\"900\" tg-height=\"819\" referrerpolicy=\"no-referrer\"></p>\n<p><b>主要业绩：</b></p>\n<p>在截至6月30日的这一财季，Coinbase的净利润为16.06亿美元，与上年同期的3200万美元相比增长49倍；归属于普通股股东的摊薄净利润为15.93亿美元，归属于普通股股东的每股摊薄净利润为6.42美元，这一业绩超出分析师预期。据<a href=\"https://laohu8.com/S/YHOO\">雅虎</a>财经频道提供的数据显示，13名分析师此前平均预期Coinbase第二季度每股摊薄收益将达2.24美元。</p>\n<p>Coinbase第二季度净营收为20.33亿美元，与上年同期的1.78亿美元相比大幅增长，也超出分析师预期。据雅虎财经频道提供的数据显示，15名分析师此前平均预期Coinbase第二季度营收将达17.7亿美元。</p>\n<p>按业务部门划分：（1）Coinbase第二季度总交易营收为19.304亿美元，相比之下上年同期为1.719亿美元。其中，来自于散户投资者的净交易营收为18.280亿美元，相比之下上年同期为1.638亿美元；来自于机构投资者的交易营收为1.024亿美元，相比之下上年同期为800万美元。（2）Coinbase第二季度总订阅和服务营收为1.026亿美元，相比之下上年同期为650万美元。其中，托管费营收为3170万美元，相比之下上年同期为310万美元；权益质押营收为3900万美元，相比之下上年同期为270万美元；赢利活动营收为1690万美元，相比之下上年同期为10万美元；利息收入为650万美元，相比之下上年同期为20万美元；其他订阅和服务营收为850万美元，相比之下上年同期为40万美元。</p>\n<p>Coinbase第二季度总运营支出为13.532亿美元，在净营收中所占比例为67%，相比之下上年同期为1.443亿美元，在净营收中所占比例为81%。其中，Coinbase第二季度交易支出为3.354亿美元，在净营收中所占比例为16%，相比之下上年同期为2340万美元，在净营收中所占比例为13%；技术和开发支出为2.915亿美元，在净营收中所占比例为14%，相比之下上年同期为6080万美元，在净营收中所占比例为34%；销售和营销支出为1.957亿美元，在净营收中所占比例为10%，相比之下上年同期为1140万美元，在净营收中所占比例为6%；总务和行政支出为2.482亿美元，在净营收中所占比例为12%，相比之下上年同期为5200万美元，在净营收中所占比例为29%；其他运营支出为2.824亿美元，在净营收中所占比例为14%，相比之下上年同期为-330万美元，在净营收中所占比例为-2%。</p>\n<p>Coinbase第二季度调整后EBITDA（即未计入利息、税项、折旧及摊销的净利润）为11.50亿美元，相比之下上年同期为6100万美元。</p>\n<p>在第二季度中，Coinbase的团队继续大规模扩大，净新增雇员人数超过450万人。截至第二季度末，Coinbase的全职员工总数为2176人。</p>\n<p>截至第二季度末，Coinbase持有的现金和现金等价物约为44亿美元，其中包括与该公司在2021年5月份发行的可转换高级债券相关的14亿美元净收益。</p>\n<p><b>　运营指标：</b></p>\n<p>Coinbase第二季度的已认证用户人数为5600万人。目前已有9000多家机构客户正在继续深化和扩大其在加密经济领域中的活动，还有超过16万个生态系统合作伙伴正在使用Coinbase的加密工具和服务与它们自己的客户进行互动。</p>\n<p>Coinbase第二季度的月度交易用户人数为880万人，相比之下上年同期为150万人，与2021年第一季度相比增长了44%。</p>\n<p>Coinbase第二季度交易量为4620亿美元，相比之下上年同期为280亿美元。其中，散户投资者的交易量为1450亿美元，相比之下上年同期为110亿美元；机构投资者的交易量为3170亿美元，相比之下上年同期为170亿美元。从各种加密资产的交易量来看，Coinbase第二季度的比特币交易量在总交易量中所占比例为24%，相比之下上年同期为57%；以太币交易量在总交易量中所占比例为26%，相比之下上年同期为15%；其他加密资产的交易量在总交易量中所占比例为50%，相比之下上年同期为28%。</p>\n<p>Coinbase第二季度平台上资产总额为1800亿美元，相比之下上年同期为280亿美元。其中，散户投资者的平台上资产为880亿美元，相比之下上年同期为150亿美元；机构投资者的平台上资产为920亿美元，相比之下上年同期为110亿美元。从各种加密资产的平台上资产来看，Coinbase第二季度的比特币平台上资产在总平台上资产中所占比例为47%，相比之下上年同期为64%；以太币平台上资产在总平台上资产中所占比例为24%，相比之下上年同期为12%；其他加密资产的平台上资产在总平台上资产中所占比例为25%，相比之下上年同期为18%。</p>\n<p><b>　业绩展望：</b></p>\n<p>Coinbase表示，7月份散户投资者的月度交易用户人数和总交易量分别为630万人和570亿美元，原因是加密资产价格和加密资产波动性相对于第二季度的水平而言大幅下降。8月份到目前为止，散户投资者的月度交易用户人数和总交易量与7月份的水平相比略有改善，但仍低于今年早些时候的水平。其结果是，该公司认为第三季度散户投资者的月度交易用户人数和总交易量将低于第二季度的水平。</p>\n<p>Coinbase对2021财年月度交易用户人数平均值的三种假设情境作出了更新，目前预计：（1）在较高的假设情境之下，月度交易用户人数的平均值预计将达800万人（相比之下2021财年第一季度时的预期为900万人）；（2）在居中的假设情境之下，月度交易用户人数的平均值预计将达700万人（与2021财年第一季度时的预期相比保持不变）；（3）在较低的假设情境之下，月度交易用户人数的平均值预计将达550万人（与2021财年第一季度时的预期相比保持不变）。</p>","collect":0,"html":"<!DOCTYPE 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{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\">\nCoinbase第二季度净利润16.06亿美元，同比大增49倍\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\">2021-08-11 06:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月10日美股盘后，加密货币交易所<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>今日公布了该公司的2021财年第二季度财报。报告显示，Coinbase第二季度净营收为20.33亿美元，与上年同期的1.78亿美元相比大幅增长；净利润为16.06亿美元，与上年同期的3200万美元相比增长49倍；归属于普通股股东的摊薄净利润为15.93亿美元，归属于普通股股东的每股摊薄净利润为6.42美元。</p>\n<p><img src=\"https://static.tigerbbs.com/74fc43e1ca5c47428354d846c5ff107c\" tg-width=\"1041\" tg-height=\"479\" referrerpolicy=\"no-referrer\"></p>\n<p>Coinbase第二季度净营收和每股摊薄收益均超出华尔街分析师此前预期，从而推动其盘后股价上涨近2%。</p>\n<p><img src=\"https://static.tigerbbs.com/0b69dabfb542eb0ade5c26fa871a7a84\" tg-width=\"900\" tg-height=\"819\" referrerpolicy=\"no-referrer\"></p>\n<p><b>主要业绩：</b></p>\n<p>在截至6月30日的这一财季，Coinbase的净利润为16.06亿美元，与上年同期的3200万美元相比增长49倍；归属于普通股股东的摊薄净利润为15.93亿美元，归属于普通股股东的每股摊薄净利润为6.42美元，这一业绩超出分析师预期。据<a href=\"https://laohu8.com/S/YHOO\">雅虎</a>财经频道提供的数据显示，13名分析师此前平均预期Coinbase第二季度每股摊薄收益将达2.24美元。</p>\n<p>Coinbase第二季度净营收为20.33亿美元，与上年同期的1.78亿美元相比大幅增长，也超出分析师预期。据雅虎财经频道提供的数据显示，15名分析师此前平均预期Coinbase第二季度营收将达17.7亿美元。</p>\n<p>按业务部门划分：（1）Coinbase第二季度总交易营收为19.304亿美元，相比之下上年同期为1.719亿美元。其中，来自于散户投资者的净交易营收为18.280亿美元，相比之下上年同期为1.638亿美元；来自于机构投资者的交易营收为1.024亿美元，相比之下上年同期为800万美元。（2）Coinbase第二季度总订阅和服务营收为1.026亿美元，相比之下上年同期为650万美元。其中，托管费营收为3170万美元，相比之下上年同期为310万美元；权益质押营收为3900万美元，相比之下上年同期为270万美元；赢利活动营收为1690万美元，相比之下上年同期为10万美元；利息收入为650万美元，相比之下上年同期为20万美元；其他订阅和服务营收为850万美元，相比之下上年同期为40万美元。</p>\n<p>Coinbase第二季度总运营支出为13.532亿美元，在净营收中所占比例为67%，相比之下上年同期为1.443亿美元，在净营收中所占比例为81%。其中，Coinbase第二季度交易支出为3.354亿美元，在净营收中所占比例为16%，相比之下上年同期为2340万美元，在净营收中所占比例为13%；技术和开发支出为2.915亿美元，在净营收中所占比例为14%，相比之下上年同期为6080万美元，在净营收中所占比例为34%；销售和营销支出为1.957亿美元，在净营收中所占比例为10%，相比之下上年同期为1140万美元，在净营收中所占比例为6%；总务和行政支出为2.482亿美元，在净营收中所占比例为12%，相比之下上年同期为5200万美元，在净营收中所占比例为29%；其他运营支出为2.824亿美元，在净营收中所占比例为14%，相比之下上年同期为-330万美元，在净营收中所占比例为-2%。</p>\n<p>Coinbase第二季度调整后EBITDA（即未计入利息、税项、折旧及摊销的净利润）为11.50亿美元，相比之下上年同期为6100万美元。</p>\n<p>在第二季度中，Coinbase的团队继续大规模扩大，净新增雇员人数超过450万人。截至第二季度末，Coinbase的全职员工总数为2176人。</p>\n<p>截至第二季度末，Coinbase持有的现金和现金等价物约为44亿美元，其中包括与该公司在2021年5月份发行的可转换高级债券相关的14亿美元净收益。</p>\n<p><b>　运营指标：</b></p>\n<p>Coinbase第二季度的已认证用户人数为5600万人。目前已有9000多家机构客户正在继续深化和扩大其在加密经济领域中的活动，还有超过16万个生态系统合作伙伴正在使用Coinbase的加密工具和服务与它们自己的客户进行互动。</p>\n<p>Coinbase第二季度的月度交易用户人数为880万人，相比之下上年同期为150万人，与2021年第一季度相比增长了44%。</p>\n<p>Coinbase第二季度交易量为4620亿美元，相比之下上年同期为280亿美元。其中，散户投资者的交易量为1450亿美元，相比之下上年同期为110亿美元；机构投资者的交易量为3170亿美元，相比之下上年同期为170亿美元。从各种加密资产的交易量来看，Coinbase第二季度的比特币交易量在总交易量中所占比例为24%，相比之下上年同期为57%；以太币交易量在总交易量中所占比例为26%，相比之下上年同期为15%；其他加密资产的交易量在总交易量中所占比例为50%，相比之下上年同期为28%。</p>\n<p>Coinbase第二季度平台上资产总额为1800亿美元，相比之下上年同期为280亿美元。其中，散户投资者的平台上资产为880亿美元，相比之下上年同期为150亿美元；机构投资者的平台上资产为920亿美元，相比之下上年同期为110亿美元。从各种加密资产的平台上资产来看，Coinbase第二季度的比特币平台上资产在总平台上资产中所占比例为47%，相比之下上年同期为64%；以太币平台上资产在总平台上资产中所占比例为24%，相比之下上年同期为12%；其他加密资产的平台上资产在总平台上资产中所占比例为25%，相比之下上年同期为18%。</p>\n<p><b>　业绩展望：</b></p>\n<p>Coinbase表示，7月份散户投资者的月度交易用户人数和总交易量分别为630万人和570亿美元，原因是加密资产价格和加密资产波动性相对于第二季度的水平而言大幅下降。8月份到目前为止，散户投资者的月度交易用户人数和总交易量与7月份的水平相比略有改善，但仍低于今年早些时候的水平。其结果是，该公司认为第三季度散户投资者的月度交易用户人数和总交易量将低于第二季度的水平。</p>\n<p>Coinbase对2021财年月度交易用户人数平均值的三种假设情境作出了更新，目前预计：（1）在较高的假设情境之下，月度交易用户人数的平均值预计将达800万人（相比之下2021财年第一季度时的预期为900万人）；（2）在居中的假设情境之下，月度交易用户人数的平均值预计将达700万人（与2021财年第一季度时的预期相比保持不变）；（3）在较低的假设情境之下，月度交易用户人数的平均值预计将达550万人（与2021财年第一季度时的预期相比保持不变）。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/046f094f74db0c19fa8736257a800fcf","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145468197","content_text":"8月10日美股盘后，加密货币交易所Coinbase今日公布了该公司的2021财年第二季度财报。报告显示，Coinbase第二季度净营收为20.33亿美元，与上年同期的1.78亿美元相比大幅增长；净利润为16.06亿美元，与上年同期的3200万美元相比增长49倍；归属于普通股股东的摊薄净利润为15.93亿美元，归属于普通股股东的每股摊薄净利润为6.42美元。\n\nCoinbase第二季度净营收和每股摊薄收益均超出华尔街分析师此前预期，从而推动其盘后股价上涨近2%。\n\n主要业绩：\n在截至6月30日的这一财季，Coinbase的净利润为16.06亿美元，与上年同期的3200万美元相比增长49倍；归属于普通股股东的摊薄净利润为15.93亿美元，归属于普通股股东的每股摊薄净利润为6.42美元，这一业绩超出分析师预期。据雅虎财经频道提供的数据显示，13名分析师此前平均预期Coinbase第二季度每股摊薄收益将达2.24美元。\nCoinbase第二季度净营收为20.33亿美元，与上年同期的1.78亿美元相比大幅增长，也超出分析师预期。据雅虎财经频道提供的数据显示，15名分析师此前平均预期Coinbase第二季度营收将达17.7亿美元。\n按业务部门划分：（1）Coinbase第二季度总交易营收为19.304亿美元，相比之下上年同期为1.719亿美元。其中，来自于散户投资者的净交易营收为18.280亿美元，相比之下上年同期为1.638亿美元；来自于机构投资者的交易营收为1.024亿美元，相比之下上年同期为800万美元。（2）Coinbase第二季度总订阅和服务营收为1.026亿美元，相比之下上年同期为650万美元。其中，托管费营收为3170万美元，相比之下上年同期为310万美元；权益质押营收为3900万美元，相比之下上年同期为270万美元；赢利活动营收为1690万美元，相比之下上年同期为10万美元；利息收入为650万美元，相比之下上年同期为20万美元；其他订阅和服务营收为850万美元，相比之下上年同期为40万美元。\nCoinbase第二季度总运营支出为13.532亿美元，在净营收中所占比例为67%，相比之下上年同期为1.443亿美元，在净营收中所占比例为81%。其中，Coinbase第二季度交易支出为3.354亿美元，在净营收中所占比例为16%，相比之下上年同期为2340万美元，在净营收中所占比例为13%；技术和开发支出为2.915亿美元，在净营收中所占比例为14%，相比之下上年同期为6080万美元，在净营收中所占比例为34%；销售和营销支出为1.957亿美元，在净营收中所占比例为10%，相比之下上年同期为1140万美元，在净营收中所占比例为6%；总务和行政支出为2.482亿美元，在净营收中所占比例为12%，相比之下上年同期为5200万美元，在净营收中所占比例为29%；其他运营支出为2.824亿美元，在净营收中所占比例为14%，相比之下上年同期为-330万美元，在净营收中所占比例为-2%。\nCoinbase第二季度调整后EBITDA（即未计入利息、税项、折旧及摊销的净利润）为11.50亿美元，相比之下上年同期为6100万美元。\n在第二季度中，Coinbase的团队继续大规模扩大，净新增雇员人数超过450万人。截至第二季度末，Coinbase的全职员工总数为2176人。\n截至第二季度末，Coinbase持有的现金和现金等价物约为44亿美元，其中包括与该公司在2021年5月份发行的可转换高级债券相关的14亿美元净收益。\n　运营指标：\nCoinbase第二季度的已认证用户人数为5600万人。目前已有9000多家机构客户正在继续深化和扩大其在加密经济领域中的活动，还有超过16万个生态系统合作伙伴正在使用Coinbase的加密工具和服务与它们自己的客户进行互动。\nCoinbase第二季度的月度交易用户人数为880万人，相比之下上年同期为150万人，与2021年第一季度相比增长了44%。\nCoinbase第二季度交易量为4620亿美元，相比之下上年同期为280亿美元。其中，散户投资者的交易量为1450亿美元，相比之下上年同期为110亿美元；机构投资者的交易量为3170亿美元，相比之下上年同期为170亿美元。从各种加密资产的交易量来看，Coinbase第二季度的比特币交易量在总交易量中所占比例为24%，相比之下上年同期为57%；以太币交易量在总交易量中所占比例为26%，相比之下上年同期为15%；其他加密资产的交易量在总交易量中所占比例为50%，相比之下上年同期为28%。\nCoinbase第二季度平台上资产总额为1800亿美元，相比之下上年同期为280亿美元。其中，散户投资者的平台上资产为880亿美元，相比之下上年同期为150亿美元；机构投资者的平台上资产为920亿美元，相比之下上年同期为110亿美元。从各种加密资产的平台上资产来看，Coinbase第二季度的比特币平台上资产在总平台上资产中所占比例为47%，相比之下上年同期为64%；以太币平台上资产在总平台上资产中所占比例为24%，相比之下上年同期为12%；其他加密资产的平台上资产在总平台上资产中所占比例为25%，相比之下上年同期为18%。\n　业绩展望：\nCoinbase表示，7月份散户投资者的月度交易用户人数和总交易量分别为630万人和570亿美元，原因是加密资产价格和加密资产波动性相对于第二季度的水平而言大幅下降。8月份到目前为止，散户投资者的月度交易用户人数和总交易量与7月份的水平相比略有改善，但仍低于今年早些时候的水平。其结果是，该公司认为第三季度散户投资者的月度交易用户人数和总交易量将低于第二季度的水平。\nCoinbase对2021财年月度交易用户人数平均值的三种假设情境作出了更新，目前预计：（1）在较高的假设情境之下，月度交易用户人数的平均值预计将达800万人（相比之下2021财年第一季度时的预期为900万人）；（2）在居中的假设情境之下，月度交易用户人数的平均值预计将达700万人（与2021财年第一季度时的预期相比保持不变）；（3）在较低的假设情境之下，月度交易用户人数的平均值预计将达550万人（与2021财年第一季度时的预期相比保持不变）。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":129143871,"gmtCreate":1624366921693,"gmtModify":1624366921693,"author":{"id":"3522759785535431","authorId":"3522759785535431","name":"臭肉肉","avatar":"https://static.tigerbbs.com/d533cc1e8bb5f36e835afce8aede351f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3522759785535431","idStr":"3522759785535431"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>&nbsp;一看评论区都是做多的。只能说明赶紧上去做空！","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>&nbsp;一看评论区都是做多的。只能说明赶紧上去做空！","text":"$Coinbase Global, Inc.(COIN)$ 一看评论区都是做多的。只能说明赶紧上去做空！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129143871","isVote":1,"tweetType":1,"viewCount":1888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198355835,"gmtCreate":1620934980727,"gmtModify":1620934980727,"author":{"id":"3522759785535431","authorId":"3522759785535431","name":"臭肉肉","avatar":"https://static.tigerbbs.com/d533cc1e8bb5f36e835afce8aede351f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3522759785535431","idStr":"3522759785535431"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, 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