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陆家嘴八废特
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陆家嘴八废特
2019-12-02
$蔚来(NIO)$
能起飞?
陆家嘴八废特
2020-04-15
$Aikido Pharma Inc.(AIKI)$
补了两次 依然高高在上
陆家嘴八废特
2021-06-11
今年倍受关注的重磅中概股IPO终于浮出水面。美东时间6月10日周四,中国最大网约车公司滴滴出行公布向美国证监会(SEC)递交的赴美上市文件,寻求以DIDI为股票代码在交易所挂牌交易。滴滴今年上市的消息近几个月甚嚣尘上。3月有媒体称,滴滴寻求通过IPO让公司估值至少达1000亿美元,其上市可能融资约100亿美元,创2014年阿里巴巴上市以来美国中概股最大IPO。4月媒体称,滴滴已秘密递交在美上市申请,可能估值多达700亿到1000亿美元。本周稍早,华尔街见闻文章援引媒体消息称,滴滴即将提交在美上市公开申请, 将于7月开始交易,滴滴的估值可能达到700亿美元。
陆家嘴八废特
08-26
$Faraday Future(FFIE)$
卧槽 股票呢 9000多股呢
陆家嘴八废特
2020-02-05
$特斯拉(TSLA)$
不会玩期权的人 只能看看
陆家嘴八废特
2020-01-01
$蔚来(NIO)$
新年礼物🎁
陆家嘴八废特
2021-01-12
重磅公告精选因超额配股权获悉数行使 蓝月亮集团(06993)发行1.12亿股中兴通讯(00763)拟10.35亿元转让高达通信90%股权百济神州(06160)就抗PD-1抗体百泽安®与诺华达成合作与授权协议丘钛科技(01478)12月摄像头模组销售数量合计3720.5万件 同比减少1.3%周大福(01929.HK):第三财季同店销售取得12.2%正增长361度(01361.HK):第四季度主品牌零售额同比有低单位数的增长新股上市LEGION CONSO(02129)公开发售获超购442.37倍 每股发售价0.4港元VESYNC(02148):悉数行使超额配股权 涉及4215万股重大事项因超额配股权获悉数行使 蓝月亮集团(06993)发行1.12亿股中兴通讯(00763)拟10.35亿元转让高达通信90%股权海尔智家(06690):80亿港元零息有担保可转换债券换股价调整至约18.8369港元中兴通讯(00763)拟10.35亿元转让高达通信90%股权和谐汽车(03836):Bonitas的指控基本与事实不符 预计于1月底前完成正式调查报告百济神州(06160)就抗PD-1抗体百泽安®与诺华达成合作与授权协议歌礼制药-B(01672)附属甘莱宣布THR-β激动剂ASC41在I期临床试验中取得良好数据中教控股(00839):重庆学校获教育部批准转设中汇集团(00382):华商学院已完成自一间独立学院至民办高等教育机构的转设复星医药(02196):治疗晚期实体瘤的YP01001胶囊获国药监临床试验注册审评受理长城汽车(02333)A股股价异常波动 不存在未披露事项雄岸科技(01647)与罗马集团(08072)拟共同投资区块链及加密货币项目营运数据丘钛科技(01478)12月摄像头模组销售数量合计3720.5万件 同比减少1.3%绿地香港(00337.HK)2020年销售额达545
陆家嘴八废特
2020-05-11
$如涵控股(RUHN)$
坐等开盘
陆家嘴八废特
2020-02-18
$同方康泰(01312)$
此股并非医药股 为啥昨天会涨?求大神解答
陆家嘴八废特
2020-02-05
$吉利德科学(GILD)$
持仓三天 现在的心情 难道是个套儿?[捂脸][捂脸][捂脸]
陆家嘴八废特
2020-01-29
$Vaxart, Inc(VXRT)$
庄家会玩[喷血][喷血][喷血][喷血]
陆家嘴八废特
2020-02-18
$同方康泰(01312)$
XXXOOO
陆家嘴八废特
2020-02-29
$Biocept Inc.(BIOC)$
和疫情没啥关系 却上的这么猛
陆家嘴八废特
2021-05-26
5月25日周二,负责美联储公开市场操作的纽约联储发布数据称,具有回笼流动性功能的美联储隔夜逆回购(RRP)用量规模继续飙升,当日增至4329.6亿美元,为史上第三高,也超过了去年3月新冠疫情高峰期的水平。周二隔夜逆回购用量较周一增加380亿美元,交易对手方则从昨日的54个降至48个。金融博客Zerohedge称,这代表存放在美联储的隔夜准备金在一周内增加了“惊人的”1900亿美元,也是非季末史上最高的逆回购使用量,预计早晚有一天将突破史高至逾5000亿美元。83161b1e-cfbd-4e9f-ad1d-4e3a14c0972d.jpg正回购和逆回购是美联储公开市场操作的两种手段,通过与交易对手方的协议直接投放或收回基础货币。与中国央行的公开市场操作相反,美联储通过正回购释放流动性、逆回购回收流动性。隔夜逆回购是流动性过剩时期的市场资金庇护所,隔夜逆回购利率充当美联储利率走廊下限。隔夜逆回购需求和接收量激增,正是疫情后无限量QE买债和财政刺激导致的市场流动性过剩体现。
陆家嘴八废特
2020-01-16
$蔚来(NIO)$
一个游戏而已[鬼脸]
陆家嘴八废特
2019-12-13
$LSC Communications, Inc.(LKSD)$
站稳坑位
陆家嘴八废特
2020-03-13
$Document Security Systems Inc(DSS)$
手滑下错单 导致 山顶空气好[捂脸][捂脸][捂脸][捂脸][捂脸][笑哭][笑哭][笑哭][笑哭]
陆家嘴八废特
2020-02-26
$蔚来(NIO)$
深V处 抓住 至少还是能有盈利 虽然盘前已清完
陆家嘴八废特
2020-02-19
$Myomo Inc.(MYO)$
一瞬间让我解套了? 为啥开心不起来[捂脸][捂脸]
陆家嘴八废特
2020-09-24
$阳光动力(SPI)$
2块时看到你 睡着了 一觉醒来差点昏厥
去老虎APP查看更多动态
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9000多股呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/342590169182408","isVote":1,"tweetType":1,"viewCount":2371,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3520351954744518","authorId":"3520351954744518","name":"勇敢小飞猪","avatar":"https://static.tigerbbs.com/9f23ebb4f6ce3190351f5dae06e8d48b","crmLevel":2,"crmLevelSwitch":1,"idStr":"3520351954744518","authorIdStr":"3520351954744518"},"content":"9000/80/3/40=0.9375一股也没有了吧","text":"9000/80/3/40=0.9375一股也没有了吧","html":"9000/80/3/40=0.9375一股也没有了吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306867703193800,"gmtCreate":1715953443914,"gmtModify":1715953849906,"author":{"id":"3535059300027672","authorId":"3535059300027672","name":"陆家嘴八废特","avatar":"https://static.tigerbbs.com/7ada7a9ca8bce93870f7b816f9abdd13","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535059300027672","authorIdStr":"3535059300027672"},"themes":[],"htmlText":"<a 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target=\"_blank\">营收、口碑双丰收,京东Q1笑傲华尔街!</a>》《<a href=\"https://www.laohu8.com/post/612802136\" target=\"_blank\">理想汽车Q1:最大的利好就是估值低!</a>》其中,中概股财报超预期,并不是说他们一季度业绩有多好,而是在市场极度悲观之下,最终的成绩单并没有想象中那么差劲。而腾讯控股的一季报略不及市场预期,在此轮反弹行情中,涨幅落后于其他,可见市场爱憎分明!除了一季报业绩之外,中概股政策面也是好消息频传,游戏版号二次发放、滴滴新用户重新注册,加上二季度国内经济困难,市场猜测国家不会再对互联网有","text":"说一个令人震惊的事实:美团刚刚翻倍了!三个月前,中概股遭遇流动性危机,美团日内跌幅达到惊人的17%,从那时的最低点算起,美团在今天走出了翻倍行情!快手的表现虽然差了点,但涨幅也超过了65%!还有更牛逼的新能源汽车,凭借高度景气,在3月股灾中跌幅十分克制,而市场大环境稍稍回暖,几只代表性个股,如比亚迪股份、理想汽车-W、蔚来-SW就逼近了历史新高!中概股即将走出泥潭,现在加仓还来得及吗?此次中概暴涨,个人觉得有2方面因素支撑,一是基本面企稳,二是技术面共振。基本面方面,美团、快手、阿里巴巴、京东、拼多多、小米等代表性个股的一季报超出市场预期,具体可见相应的财报分析文章:《快手Q1:世道艰难,增长不易!》《不出所料,小米一季报很惨!》《营收、口碑双丰收,京东Q1笑傲华尔街!》《理想汽车Q1:最大的利好就是估值低!》其中,中概股财报超预期,并不是说他们一季度业绩有多好,而是在市场极度悲观之下,最终的成绩单并没有想象中那么差劲。而腾讯控股的一季报略不及市场预期,在此轮反弹行情中,涨幅落后于其他,可见市场爱憎分明!除了一季报业绩之外,中概股政策面也是好消息频传,游戏版号二次发放、滴滴新用户重新注册,加上二季度国内经济困难,市场猜测国家不会再对互联网有","images":[{"img":"https://static.tigerbbs.com/ef6eecd339a6beb4ff156b45f54922cb","width":"632","height":"337"},{"img":"https://static.tigerbbs.com/c68876a77056d2ff4b15f317b512b921","width":"632","height":"206"},{"img":"https://static.tigerbbs.com/7549b8aa0c2bc2021eef3f0b04ddbc80","width":"632","height":"377"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/680097004","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680294714,"gmtCreate":1655089858140,"gmtModify":1704861063438,"author":{"id":"3535059300027672","authorId":"3535059300027672","name":"陆家嘴八废特","avatar":"https://static.tigerbbs.com/7ada7a9ca8bce93870f7b816f9abdd13","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535059300027672","authorIdStr":"3535059300027672"},"themes":[],"htmlText":"11","listText":"11","text":"11","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/680294714","repostId":"680326089","repostType":1,"repost":{"id":680326089,"gmtCreate":1654785047049,"gmtModify":1704860452803,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"期权大单异动:中概股现在还能买吗?","htmlText":"CPI之前,市场交易还是很清淡,唯独中概除外。盘前蚂蚁公司在上市和不上市之间反复横跳,带领一众中概股的走势上蹿下跳,场景蔚为壮观。昨天收盘阿里股价涨幅14%,股价接近3月反弹高点水平,其他中概股也差不多如此,所以目前这个位置的上行阻力较强,回调也是在预期之中,只是没想到会发生如此戏剧性的回调事件。从期权异动方面也可以印证一二。个股期权多空方向比较混乱,建议参考三大中概ETF的期权异动:<a target=\"_blank\" href=\"https://laohu8.com/S/FXI\">$中国大盘股ETF-iShares(FXI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/ASHR\">$德银沪深300指数ETF(ASHR)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/KWEB\">$中国海外互联网ETF-KraneShares(KWEB)$</a>首先<a target=\"_blank\" href=\"https://laohu8.com/S/FXI\">$中国大盘股ETF-iShares(FXI)$</a>成分主要为港股,包括美团阿里京东等港股科技巨头。虽然是港股ETF,但主要成分公司同时也在美股上市,方向判断具有一定的参考性。异动链中最瞩目的百万级别成交对分别为一对同时间下单的call、一对put价差组合和一个单独的put大单。 <a target=\"_blank\" href=\"https://laohu8.com/OPT/FXI%2020220715%2033.0%20CALL\">$FXI 20220715 33.0 CALL$</a>","listText":"CPI之前,市场交易还是很清淡,唯独中概除外。盘前蚂蚁公司在上市和不上市之间反复横跳,带领一众中概股的走势上蹿下跳,场景蔚为壮观。昨天收盘阿里股价涨幅14%,股价接近3月反弹高点水平,其他中概股也差不多如此,所以目前这个位置的上行阻力较强,回调也是在预期之中,只是没想到会发生如此戏剧性的回调事件。从期权异动方面也可以印证一二。个股期权多空方向比较混乱,建议参考三大中概ETF的期权异动:<a target=\"_blank\" href=\"https://laohu8.com/S/FXI\">$中国大盘股ETF-iShares(FXI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/ASHR\">$德银沪深300指数ETF(ASHR)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/KWEB\">$中国海外互联网ETF-KraneShares(KWEB)$</a>首先<a target=\"_blank\" href=\"https://laohu8.com/S/FXI\">$中国大盘股ETF-iShares(FXI)$</a>成分主要为港股,包括美团阿里京东等港股科技巨头。虽然是港股ETF,但主要成分公司同时也在美股上市,方向判断具有一定的参考性。异动链中最瞩目的百万级别成交对分别为一对同时间下单的call、一对put价差组合和一个单独的put大单。 <a target=\"_blank\" href=\"https://laohu8.com/OPT/FXI%2020220715%2033.0%20CALL\">$FXI 20220715 33.0 CALL$</a>","text":"CPI之前,市场交易还是很清淡,唯独中概除外。盘前蚂蚁公司在上市和不上市之间反复横跳,带领一众中概股的走势上蹿下跳,场景蔚为壮观。昨天收盘阿里股价涨幅14%,股价接近3月反弹高点水平,其他中概股也差不多如此,所以目前这个位置的上行阻力较强,回调也是在预期之中,只是没想到会发生如此戏剧性的回调事件。从期权异动方面也可以印证一二。个股期权多空方向比较混乱,建议参考三大中概ETF的期权异动:$中国大盘股ETF-iShares(FXI)$ $德银沪深300指数ETF(ASHR)$ $中国海外互联网ETF-KraneShares(KWEB)$首先$中国大盘股ETF-iShares(FXI)$成分主要为港股,包括美团阿里京东等港股科技巨头。虽然是港股ETF,但主要成分公司同时也在美股上市,方向判断具有一定的参考性。异动链中最瞩目的百万级别成交对分别为一对同时间下单的call、一对put价差组合和一个单独的put大单。 $FXI 20220715 33.0 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将于7月开始交易,滴滴的估值可能达到700亿美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":8,"link":"https://laohu8.com/post/181995225","isVote":1,"tweetType":1,"viewCount":15191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":180896428,"gmtCreate":1623197436464,"gmtModify":1623203509660,"author":{"id":"3535059300027672","authorId":"3535059300027672","name":"陆家嘴八废特","avatar":"https://static.tigerbbs.com/7ada7a9ca8bce93870f7b816f9abdd13","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535059300027672","authorIdStr":"3535059300027672"},"themes":[],"htmlText":"在线招聘平台「BOSS直聘」于美东时间6月4日向美国证券交易委员会(SEC)递交更新后的F-1招股说明书(即红鲱鱼版),计划于6月中上旬正式以「BZ」为证券代码在纳斯达克挂牌上市,高盛、摩根士丹利、瑞银和华兴担任联席主承销商。BOSS直聘计划在本次IPO中发行4800万股美国存托股票(ADS),发行区间为每股ADS 17至19美元。此外,承销商另享有720万股ADS的超额配售权。以此发行区间上限计算,BOSS执行「绿鞋机制」后的IPO募资规模将超10亿美元,IPO估值则超80亿美元。值得注意的是,多位知名第三方投资者有意以IPO价格购买至多价值2.75亿美元的ADS:其中,瑞银和GIC分别有意购买至多1亿美元的ADS,阿布扎比投资公司(Mubadala)则有意购买价值7500万美元的ADS。此外,现有股东红杉中国和老虎环球基金则同样有意购买价值至多1亿美元的ADS。显然,现有股东和知名国际投资机构的加码与入局,一定程度上表明其对于BOSS直聘长期价值的认可与看好,以及对高速增长的中国人才服务市场、对广大的中国中小企业服务市场的期待。IPO后,BOSS直聘创始人、董事长兼CEO赵鹏将持有17.6%的股份,并拥有76.2%的投票权。外部投资方中,今日资本在IPO后将持有10.4%的股份,为最大机构投资方;腾讯、高榕资本、策源创投、Coatue、高盛、GGV纪源资本以及和玉资本则将分别持有8.6%、6.6%、6.1%、5.5%、5.2%、4.5%和4.0%的股份。此外,BOSS直聘的过往投资方还包括红杉中国、华映资本、顺为资本等。成立于2013年的BOSS直聘为解决中小企业与广大长尾求职者未能享受到妥善求职招聘服务的痛点,通过开创直聘模式提升企业招聘与个人求职效率——直聘模式以移动端为核心、以智能匹配为基础、让求职者与企业端用户进行线上直聊。","listText":"在线招聘平台「BOSS直聘」于美东时间6月4日向美国证券交易委员会(SEC)递交更新后的F-1招股说明书(即红鲱鱼版),计划于6月中上旬正式以「BZ」为证券代码在纳斯达克挂牌上市,高盛、摩根士丹利、瑞银和华兴担任联席主承销商。BOSS直聘计划在本次IPO中发行4800万股美国存托股票(ADS),发行区间为每股ADS 17至19美元。此外,承销商另享有720万股ADS的超额配售权。以此发行区间上限计算,BOSS执行「绿鞋机制」后的IPO募资规模将超10亿美元,IPO估值则超80亿美元。值得注意的是,多位知名第三方投资者有意以IPO价格购买至多价值2.75亿美元的ADS:其中,瑞银和GIC分别有意购买至多1亿美元的ADS,阿布扎比投资公司(Mubadala)则有意购买价值7500万美元的ADS。此外,现有股东红杉中国和老虎环球基金则同样有意购买价值至多1亿美元的ADS。显然,现有股东和知名国际投资机构的加码与入局,一定程度上表明其对于BOSS直聘长期价值的认可与看好,以及对高速增长的中国人才服务市场、对广大的中国中小企业服务市场的期待。IPO后,BOSS直聘创始人、董事长兼CEO赵鹏将持有17.6%的股份,并拥有76.2%的投票权。外部投资方中,今日资本在IPO后将持有10.4%的股份,为最大机构投资方;腾讯、高榕资本、策源创投、Coatue、高盛、GGV纪源资本以及和玉资本则将分别持有8.6%、6.6%、6.1%、5.5%、5.2%、4.5%和4.0%的股份。此外,BOSS直聘的过往投资方还包括红杉中国、华映资本、顺为资本等。成立于2013年的BOSS直聘为解决中小企业与广大长尾求职者未能享受到妥善求职招聘服务的痛点,通过开创直聘模式提升企业招聘与个人求职效率——直聘模式以移动端为核心、以智能匹配为基础、让求职者与企业端用户进行线上直聊。","text":"在线招聘平台「BOSS直聘」于美东时间6月4日向美国证券交易委员会(SEC)递交更新后的F-1招股说明书(即红鲱鱼版),计划于6月中上旬正式以「BZ」为证券代码在纳斯达克挂牌上市,高盛、摩根士丹利、瑞银和华兴担任联席主承销商。BOSS直聘计划在本次IPO中发行4800万股美国存托股票(ADS),发行区间为每股ADS 17至19美元。此外,承销商另享有720万股ADS的超额配售权。以此发行区间上限计算,BOSS执行「绿鞋机制」后的IPO募资规模将超10亿美元,IPO估值则超80亿美元。值得注意的是,多位知名第三方投资者有意以IPO价格购买至多价值2.75亿美元的ADS:其中,瑞银和GIC分别有意购买至多1亿美元的ADS,阿布扎比投资公司(Mubadala)则有意购买价值7500万美元的ADS。此外,现有股东红杉中国和老虎环球基金则同样有意购买价值至多1亿美元的ADS。显然,现有股东和知名国际投资机构的加码与入局,一定程度上表明其对于BOSS直聘长期价值的认可与看好,以及对高速增长的中国人才服务市场、对广大的中国中小企业服务市场的期待。IPO后,BOSS直聘创始人、董事长兼CEO赵鹏将持有17.6%的股份,并拥有76.2%的投票权。外部投资方中,今日资本在IPO后将持有10.4%的股份,为最大机构投资方;腾讯、高榕资本、策源创投、Coatue、高盛、GGV纪源资本以及和玉资本则将分别持有8.6%、6.6%、6.1%、5.5%、5.2%、4.5%和4.0%的股份。此外,BOSS直聘的过往投资方还包括红杉中国、华映资本、顺为资本等。成立于2013年的BOSS直聘为解决中小企业与广大长尾求职者未能享受到妥善求职招聘服务的痛点,通过开创直聘模式提升企业招聘与个人求职效率——直聘模式以移动端为核心、以智能匹配为基础、让求职者与企业端用户进行线上直聊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/180896428","isVote":1,"tweetType":1,"viewCount":3770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":117354371,"gmtCreate":1623118557693,"gmtModify":1623119625927,"author":{"id":"3535059300027672","authorId":"3535059300027672","name":"陆家嘴八废特","avatar":"https://static.tigerbbs.com/7ada7a9ca8bce93870f7b816f9abdd13","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535059300027672","authorIdStr":"3535059300027672"},"themes":[],"htmlText":"国际咖啡赛道:长坡厚雪孕育巨擘,细分龙头差异竞争全球咖啡赛道空间广阔,2019年收入规模超4000亿美金。不仅孕育了星巴克这样市值超过千亿美金的行业巨擘,同时还催生了美国Dunkin、JDE Peet’s、Panera Bread、英国Costa、加拿大Tims、日本Doutor等各国不少连锁咖啡龙头,深挖其各自成长历程,差异化竞争和聚焦区域优势等发力,佼佼者市值也近百亿美金或超过100亿欧元,值得参考。星巴克成功宝典:定位与效率统一,高效扩张筑护城河星巴克通过积极打造第三空间,品牌定位与效率统一,单店模型优良,行业红利期资本助力规模化扩张,围绕顾客、员工、股东、社区等统一推动长期发展,数字化、供应链布局促转型,成为全球咖啡馆NO.1。目前在全球83个国家经营32660家门店,2019年营收/业绩265/36亿美元,估值溢价突出,上市29年股价涨400倍,最新市值达1320亿美金。中式茶饮:可比肩咖啡的大赛道,品牌龙头势能初显国内茶饮有望成为比肩欧美咖啡的优质赛道,市场空间超4000亿元,其中现制茶饮1000亿+,2015-2020年CAGR21.9%,增速领先;其中高端茶饮尤其高增长,未来3-5年预计CAGR30%+。基于对国内茶饮玩家的全图谱分析,产品、定位、区域、规模与模式等各有差异,中低端偏加盟,高端重直营,单店模型PK下龙头整体突出,高端品牌势能初显。","listText":"国际咖啡赛道:长坡厚雪孕育巨擘,细分龙头差异竞争全球咖啡赛道空间广阔,2019年收入规模超4000亿美金。不仅孕育了星巴克这样市值超过千亿美金的行业巨擘,同时还催生了美国Dunkin、JDE Peet’s、Panera Bread、英国Costa、加拿大Tims、日本Doutor等各国不少连锁咖啡龙头,深挖其各自成长历程,差异化竞争和聚焦区域优势等发力,佼佼者市值也近百亿美金或超过100亿欧元,值得参考。星巴克成功宝典:定位与效率统一,高效扩张筑护城河星巴克通过积极打造第三空间,品牌定位与效率统一,单店模型优良,行业红利期资本助力规模化扩张,围绕顾客、员工、股东、社区等统一推动长期发展,数字化、供应链布局促转型,成为全球咖啡馆NO.1。目前在全球83个国家经营32660家门店,2019年营收/业绩265/36亿美元,估值溢价突出,上市29年股价涨400倍,最新市值达1320亿美金。中式茶饮:可比肩咖啡的大赛道,品牌龙头势能初显国内茶饮有望成为比肩欧美咖啡的优质赛道,市场空间超4000亿元,其中现制茶饮1000亿+,2015-2020年CAGR21.9%,增速领先;其中高端茶饮尤其高增长,未来3-5年预计CAGR30%+。基于对国内茶饮玩家的全图谱分析,产品、定位、区域、规模与模式等各有差异,中低端偏加盟,高端重直营,单店模型PK下龙头整体突出,高端品牌势能初显。","text":"国际咖啡赛道:长坡厚雪孕育巨擘,细分龙头差异竞争全球咖啡赛道空间广阔,2019年收入规模超4000亿美金。不仅孕育了星巴克这样市值超过千亿美金的行业巨擘,同时还催生了美国Dunkin、JDE Peet’s、Panera Bread、英国Costa、加拿大Tims、日本Doutor等各国不少连锁咖啡龙头,深挖其各自成长历程,差异化竞争和聚焦区域优势等发力,佼佼者市值也近百亿美金或超过100亿欧元,值得参考。星巴克成功宝典:定位与效率统一,高效扩张筑护城河星巴克通过积极打造第三空间,品牌定位与效率统一,单店模型优良,行业红利期资本助力规模化扩张,围绕顾客、员工、股东、社区等统一推动长期发展,数字化、供应链布局促转型,成为全球咖啡馆NO.1。目前在全球83个国家经营32660家门店,2019年营收/业绩265/36亿美元,估值溢价突出,上市29年股价涨400倍,最新市值达1320亿美金。中式茶饮:可比肩咖啡的大赛道,品牌龙头势能初显国内茶饮有望成为比肩欧美咖啡的优质赛道,市场空间超4000亿元,其中现制茶饮1000亿+,2015-2020年CAGR21.9%,增速领先;其中高端茶饮尤其高增长,未来3-5年预计CAGR30%+。基于对国内茶饮玩家的全图谱分析,产品、定位、区域、规模与模式等各有差异,中低端偏加盟,高端重直营,单店模型PK下龙头整体突出,高端品牌势能初显。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/117354371","isVote":1,"tweetType":1,"viewCount":3931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":112133092,"gmtCreate":1622854846916,"gmtModify":1622854846916,"author":{"id":"3535059300027672","authorId":"3535059300027672","name":"陆家嘴八废特","avatar":"https://static.tigerbbs.com/7ada7a9ca8bce93870f7b816f9abdd13","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535059300027672","authorIdStr":"3535059300027672"},"themes":[],"htmlText":"中国最大的在线招聘平台BOSS直聘向美国证券交易委员会(SEC)更新了招股书。招股书显示,BOSS直聘计划在纳斯达克挂牌上市,代码BZ。此次IPO由高盛、摩根士丹利、瑞银、华兴担任主承销商。直聘模式获资本市场看好招股书显示,公司预计将公开发行4800万股美国存托股份(ADS),价格区间为每股ADS 17-19美元,募资约10亿美元,估值超过80亿美元。依照惯例,BOSS直聘还赋予IPO承销商最多720万股ADS超额配售权。公司本次募资将用于加大在求职招聘科技基础设施与研究上的投入,升级人工智能等有关招聘服务的技术能力;增加对新产品、新服务的投入,服务更多地区与类型用户等方面。与很多科技公司类似,BOSS直聘将实施「同股不同权」的AB股结构,即A类股票投票权为1:1,B类股票投票权为1:15。预计本轮募资完成后,创始人、董事长兼CEO赵鹏将占股17.6%,拥有76.2%投票权。招股书显示,本次公开发行意向投资者包括UBS AM, GIC, Mubadala, Sequoia, Tiger Global。知名投资机构入场,意味着全球资本市场和投资人对高速增长的中国人才服务市场、对广大的中国中小企业服务市场、对BOSS直聘这一新招聘平台和「移动+智能匹配+直聊」构成的直聘模式的高度看好。","listText":"中国最大的在线招聘平台BOSS直聘向美国证券交易委员会(SEC)更新了招股书。招股书显示,BOSS直聘计划在纳斯达克挂牌上市,代码BZ。此次IPO由高盛、摩根士丹利、瑞银、华兴担任主承销商。直聘模式获资本市场看好招股书显示,公司预计将公开发行4800万股美国存托股份(ADS),价格区间为每股ADS 17-19美元,募资约10亿美元,估值超过80亿美元。依照惯例,BOSS直聘还赋予IPO承销商最多720万股ADS超额配售权。公司本次募资将用于加大在求职招聘科技基础设施与研究上的投入,升级人工智能等有关招聘服务的技术能力;增加对新产品、新服务的投入,服务更多地区与类型用户等方面。与很多科技公司类似,BOSS直聘将实施「同股不同权」的AB股结构,即A类股票投票权为1:1,B类股票投票权为1:15。预计本轮募资完成后,创始人、董事长兼CEO赵鹏将占股17.6%,拥有76.2%投票权。招股书显示,本次公开发行意向投资者包括UBS AM, GIC, Mubadala, Sequoia, Tiger Global。知名投资机构入场,意味着全球资本市场和投资人对高速增长的中国人才服务市场、对广大的中国中小企业服务市场、对BOSS直聘这一新招聘平台和「移动+智能匹配+直聊」构成的直聘模式的高度看好。","text":"中国最大的在线招聘平台BOSS直聘向美国证券交易委员会(SEC)更新了招股书。招股书显示,BOSS直聘计划在纳斯达克挂牌上市,代码BZ。此次IPO由高盛、摩根士丹利、瑞银、华兴担任主承销商。直聘模式获资本市场看好招股书显示,公司预计将公开发行4800万股美国存托股份(ADS),价格区间为每股ADS 17-19美元,募资约10亿美元,估值超过80亿美元。依照惯例,BOSS直聘还赋予IPO承销商最多720万股ADS超额配售权。公司本次募资将用于加大在求职招聘科技基础设施与研究上的投入,升级人工智能等有关招聘服务的技术能力;增加对新产品、新服务的投入,服务更多地区与类型用户等方面。与很多科技公司类似,BOSS直聘将实施「同股不同权」的AB股结构,即A类股票投票权为1:1,B类股票投票权为1:15。预计本轮募资完成后,创始人、董事长兼CEO赵鹏将占股17.6%,拥有76.2%投票权。招股书显示,本次公开发行意向投资者包括UBS AM, GIC, Mubadala, Sequoia, Tiger Global。知名投资机构入场,意味着全球资本市场和投资人对高速增长的中国人才服务市场、对广大的中国中小企业服务市场、对BOSS直聘这一新招聘平台和「移动+智能匹配+直聊」构成的直聘模式的高度看好。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/112133092","isVote":1,"tweetType":1,"viewCount":1940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":111603608,"gmtCreate":1622677539104,"gmtModify":1622685794756,"author":{"id":"3535059300027672","authorId":"3535059300027672","name":"陆家嘴八废特","avatar":"https://static.tigerbbs.com/7ada7a9ca8bce93870f7b816f9abdd13","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535059300027672","authorIdStr":"3535059300027672"},"themes":[],"htmlText":"中国科技巨头华为(Huawei)6月2日晚在线上活动中发布自主研发的手机操作系统「鸿蒙」Harmony OS 2,也意味着搭载Harmony OS的手机已经变成面向市场的正式产品。这是该公司为摆脱美国供应商并试图挑战谷歌(Google)在智能手机软件领域主导地位的最新努力。同时,该公司还发布了智能手表、平板电脑等多款搭载Harmony OS 2的新产品。华为消费者业务CEO余承东宣布,华为各类机型将逐渐过渡到鸿蒙操作系统。苹果公司(Apple)周三表示,其App Store在2020年促进了逾6000亿美元的销售额。该数字较上年增加了24%,因新冠疫情促使许多消费者转向了手机和平板电脑。逾6000美元销售额中,5110亿美元来自通过应用程序销售的实物商品和服务,其中3830亿美元来自零售应用程序,380亿美元来自旅游应用程序,360亿美元来自食品配送和取货;860亿美元来自数字商品和服务;460亿美元来自应用内广告。该最新数据发布之际,苹果公司正因「苹果税」抽成问题面临越来越多的审查。微软公司(Microsoft)将在6月24日发布其旗舰Windows软件的新版本,首席执行官萨蒂亚·纳德拉称之为十年来个人电脑操作系统「最重大」的变革之一。微软表示,新软件将包括对设计的更改,通过Windows应用商店为创作者和开发者提供机会,并让用户更便捷地与他们关心的社区建立联系。发布会后,该软件将面向签约测试的所谓Windows Insiders推出,并可能在今年秋季广泛发布。台积电(TSMC)表示,斥资120亿美元于美国亚利桑那州建设的新芯片工厂已经动工,预计工厂将于2024年完工。亚利桑那州将成为台积电第二生产基地,该工厂将用于生产5nm工艺芯片,预计能产达20000片/月。据悉,未来10至15年内台积电还将计划建设在亚利桑洲最多6座晶圆厂。日本电子零部件企业的订单正在急剧增加。村田","listText":"中国科技巨头华为(Huawei)6月2日晚在线上活动中发布自主研发的手机操作系统「鸿蒙」Harmony OS 2,也意味着搭载Harmony OS的手机已经变成面向市场的正式产品。这是该公司为摆脱美国供应商并试图挑战谷歌(Google)在智能手机软件领域主导地位的最新努力。同时,该公司还发布了智能手表、平板电脑等多款搭载Harmony OS 2的新产品。华为消费者业务CEO余承东宣布,华为各类机型将逐渐过渡到鸿蒙操作系统。苹果公司(Apple)周三表示,其App Store在2020年促进了逾6000亿美元的销售额。该数字较上年增加了24%,因新冠疫情促使许多消费者转向了手机和平板电脑。逾6000美元销售额中,5110亿美元来自通过应用程序销售的实物商品和服务,其中3830亿美元来自零售应用程序,380亿美元来自旅游应用程序,360亿美元来自食品配送和取货;860亿美元来自数字商品和服务;460亿美元来自应用内广告。该最新数据发布之际,苹果公司正因「苹果税」抽成问题面临越来越多的审查。微软公司(Microsoft)将在6月24日发布其旗舰Windows软件的新版本,首席执行官萨蒂亚·纳德拉称之为十年来个人电脑操作系统「最重大」的变革之一。微软表示,新软件将包括对设计的更改,通过Windows应用商店为创作者和开发者提供机会,并让用户更便捷地与他们关心的社区建立联系。发布会后,该软件将面向签约测试的所谓Windows Insiders推出,并可能在今年秋季广泛发布。台积电(TSMC)表示,斥资120亿美元于美国亚利桑那州建设的新芯片工厂已经动工,预计工厂将于2024年完工。亚利桑那州将成为台积电第二生产基地,该工厂将用于生产5nm工艺芯片,预计能产达20000片/月。据悉,未来10至15年内台积电还将计划建设在亚利桑洲最多6座晶圆厂。日本电子零部件企业的订单正在急剧增加。村田","text":"中国科技巨头华为(Huawei)6月2日晚在线上活动中发布自主研发的手机操作系统「鸿蒙」Harmony OS 2,也意味着搭载Harmony OS的手机已经变成面向市场的正式产品。这是该公司为摆脱美国供应商并试图挑战谷歌(Google)在智能手机软件领域主导地位的最新努力。同时,该公司还发布了智能手表、平板电脑等多款搭载Harmony OS 2的新产品。华为消费者业务CEO余承东宣布,华为各类机型将逐渐过渡到鸿蒙操作系统。苹果公司(Apple)周三表示,其App Store在2020年促进了逾6000亿美元的销售额。该数字较上年增加了24%,因新冠疫情促使许多消费者转向了手机和平板电脑。逾6000美元销售额中,5110亿美元来自通过应用程序销售的实物商品和服务,其中3830亿美元来自零售应用程序,380亿美元来自旅游应用程序,360亿美元来自食品配送和取货;860亿美元来自数字商品和服务;460亿美元来自应用内广告。该最新数据发布之际,苹果公司正因「苹果税」抽成问题面临越来越多的审查。微软公司(Microsoft)将在6月24日发布其旗舰Windows软件的新版本,首席执行官萨蒂亚·纳德拉称之为十年来个人电脑操作系统「最重大」的变革之一。微软表示,新软件将包括对设计的更改,通过Windows应用商店为创作者和开发者提供机会,并让用户更便捷地与他们关心的社区建立联系。发布会后,该软件将面向签约测试的所谓Windows 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