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卢瑟
2020-11-20
$跟谁学(GSX)$
我学经营非常稳健,不花钱营销营收增长3倍,花20亿营销营收还是增长3倍,听懂掌声
卢瑟
03-01
$Faraday Future(FFIE)$
有没有专业人士解释一下3合1是什么操作?合完以后也满足不了上市条件啊
卢瑟
2020-11-23
$百度(BIDU)$
李彦宏的神操作:辛辛苦苦忙活3个月,终于成功地花30多亿让自己的市值亏了40多亿
卢瑟
2021-03-05
$跟谁学(GSX)$
空头服不服?你以为你是来薅羊毛的,没想到韭菜竟然是自己
卢瑟
2020-08-04
$跟谁学(GSX)$
想问问拉总到底能不能卖出?即使没作假这公司值不值这么多钱拉总心知肚明,我不相信他可以减持会不减持,还是有其他原因?马云看到阿里创新高都忍不住减持了
卢瑟
2020-12-07
$跟谁学(GSX)$
老一批空头基本走了,庄家赶紧来给新来的傻空上一课吧
卢瑟
2020-11-05
$跟谁学(GSX)$
季报前加速拉升出货
卢瑟
2020-07-02
$纳斯达克(.IXIC)$
全世界都重视疫情,就美国不当回事,怪了
卢瑟
2020-11-25
$跟谁学(GSX)$
短期利空出尽,继续高度控盘,无解的股,做空者不想交学费就远离此股
卢瑟
2020-09-30
$跟谁学(GSX)$
狗庄,我承认你赢了,100多把我洗出去了
卢瑟
2020-07-29
$跟谁学(GSX)$
新东方在线亏8亿,我们跟谁学还能盈利,实在太牛了
卢瑟
2020-07-28
$跟谁学(GSX)$
真是卑鄙,之前92都没强平,现在因为提高了保证金又被强平了
卢瑟
2020-07-10
$跟谁学(GSX)$
最近一直说是诱空逼空,我理解大概是这样子,庄家第一阶段先大量买入某只股票,把股价拉到5倍,期间不断借出股票,吸引很多空头开仓,然后继续拉到10倍,一边拉爆空头一边要回借出的股票,迫使空头高位接货。如果这样的操作可以成立,那貌似所有中小市值的股都可以用这一套操作,岂不是百战百胜?
卢瑟
2020-09-28
$跟谁学(GSX)$
近3000万股空单,不扎太浪费了
卢瑟
2021-02-17
$跟谁学(GSX)$
又是一样的走势,高度控盘,空头颤抖吧
卢瑟
2020-12-07
$跟谁学(GSX)$
几位价值投资者,而不是机构,看懂了吗?不出所料就是原股东的关联人士
卢瑟
2020-10-14
$跟谁学(GSX)$
嗯,竞争对手都在融资,我们的拉总却用公司资金回购,因为我们获客是不用成本的
卢瑟
2020-06-03
$纳斯达克(.IXIC)$
哪个资深美股玩家能解释一下,疫情加暴动,什么理由支撑美股逼近历史高位?疫情前已经说美国十年牛市要结束了,疫情中居然又涨起来了?
卢瑟
2020-07-09
$跟谁学(GSX)$
天天诱空,还有中计的韭菜吗[开心]
去老虎APP查看更多动态
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19:22","market":"us","language":"zh","title":"法拉第未来宣布ATM股票发行计划","url":"https://stock-news.laohu8.com/highlight/detail?id=1158814750","media":"老虎资讯综合","summary":"法拉第未来9月27日宣布,公司已签订ATM股权发行销售协议,根据该协议,公司可不时发行和通过承销代理销售总价值不超过9千万美元的A类普通股。受此消息影响,法拉第未来盘前一度重挫40%。","content":"<html><head></head><body><p>9月27日,法拉第未来宣布,公司已签订ATM股权发行销售协议,根据该协议,公司可不时发行和通过承销代理销售总价值不超过9千万美元的A类普通股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e0a9d28abd693e10dd8f05491dc02b49\" tg-width=\"1155\" tg-height=\"763\"/></p><p>受此消息影响,法拉第未来盘前一度重挫40%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50bf048b855f25707c6182b10ff51c00\" title=\"\" tg-width=\"858\" tg-height=\"831\"/></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 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font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n法拉第未来宣布ATM股票发行计划\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\">2023-09-27 19:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月27日,法拉第未来宣布,公司已签订ATM股权发行销售协议,根据该协议,公司可不时发行和通过承销代理销售总价值不超过9千万美元的A类普通股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e0a9d28abd693e10dd8f05491dc02b49\" tg-width=\"1155\" tg-height=\"763\"/></p><p>受此消息影响,法拉第未来盘前一度重挫40%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50bf048b855f25707c6182b10ff51c00\" title=\"\" tg-width=\"858\" tg-height=\"831\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78ac86bdab506d9898920e00d5d818b2","relate_stocks":{"FFIE":"Faraday Future"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158814750","content_text":"9月27日,法拉第未来宣布,公司已签订ATM股权发行销售协议,根据该协议,公司可不时发行和通过承销代理销售总价值不超过9千万美元的A类普通股。受此消息影响,法拉第未来盘前一度重挫40%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":204023730159680,"gmtCreate":1690848701866,"gmtModify":1690853324207,"author":{"id":"3539749805673084","authorId":"3539749805673084","name":"卢瑟","avatar":"https://static.tigerbbs.com/7e4f41e84cc0db6ca77dc77ae22e023b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"**现在都156,目标价149去死吧","listText":"**现在都156,目标价149去死吧","text":"**现在都156,目标价149去死吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/204023730159680","repostId":"2355672754","repostType":2,"repost":{"id":"2355672754","pubTimestamp":1690777661,"share":"https://www.laohu8.com/m/news/2355672754?lang=&edition=full","pubTime":"2023-07-31 12:27","market":"us","language":"zh","title":"野村证券预计百度(BIDU.O)第二季度核心收入同比增长11% 目标价上调至149美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2355672754","media":"老虎证券","summary":"【野村证券预计百度(BIDU.O)第二季度核心收入同比增长11% 目标价上调至149美元】金十数据7月31日讯,野村发表研究报告,预期百度(BIDU.O)第二季度业绩将超预期,预计期内核心收入同比增长11%至258亿元人民币,与市场预期的257亿元人民币相若,主要受广告业务同比增长12%及环比增长15%所推动。野村证券预期,市场关注百度广告及人工智能云业务的前景,以及对文心一言的更新进展。对百度美股目标价由141美元上调至149美元,维持美股“中性”评级,认为百度下半年广告前景依然不稳定。","content":"<html><body><article><p>【野村证券预计<a href=\"https://laohu8.com/S/BIDU\">百度</a>(BIDU.O)第二季度核心收入同比增长11% 目标价上调至149美元】金十数据7月31日讯,野村发表研究报告,预期百度(BIDU.O)第二季度业绩将超预期,预计期内核心收入同比增长11%至258亿元人民币,与市场预期的257亿元人民币相若,主要受广告业务同比增长12%及环比增长15%所推动。野村证券预期,市场关注百度广告及人工智能云业务的前景,以及对文心一言的更新进展。对百度美股目标价由141美元上调至149美元,维持美股“中性”评级,认为百度下半年广告前景依然不稳定。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>野村证券预计百度(BIDU.O)第二季度核心收入同比增长11% 目标价上调至149美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n野村证券预计百度(BIDU.O)第二季度核心收入同比增长11% 目标价上调至149美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-31 12:27 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023073112421583f00595&s=b><strong>老虎证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【野村证券预计百度(BIDU.O)第二季度核心收入同比增长11% 目标价上调至149美元】金十数据7月31日讯,野村发表研究报告,预期百度(BIDU.O)第二季度业绩将超预期,预计期内核心收入同比增长11%至258亿元人民币,与市场预期的257亿元人民币相若,主要受广告业务同比增长12%及环比增长15%所推动。野村证券预期,市场关注百度广告及人工智能云业务的前景,以及对文心一言的更新进展。对百度...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023073112421583f00595&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09888":"百度集团-SW","BIDU":"百度"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023073112421583f00595&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2355672754","content_text":"【野村证券预计百度(BIDU.O)第二季度核心收入同比增长11% 目标价上调至149美元】金十数据7月31日讯,野村发表研究报告,预期百度(BIDU.O)第二季度业绩将超预期,预计期内核心收入同比增长11%至258亿元人民币,与市场预期的257亿元人民币相若,主要受广告业务同比增长12%及环比增长15%所推动。野村证券预期,市场关注百度广告及人工智能云业务的前景,以及对文心一言的更新进展。对百度美股目标价由141美元上调至149美元,维持美股“中性”评级,认为百度下半年广告前景依然不稳定。","news_type":1},"isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685377803,"gmtCreate":1659461919204,"gmtModify":1659461919204,"author":{"id":"3539749805673084","authorId":"3539749805673084","name":"卢瑟","avatar":"https://static.tigerbbs.com/7e4f41e84cc0db6ca77dc77ae22e023b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"赚啥?老股没解禁卖不掉","listText":"赚啥?老股没解禁卖不掉","text":"赚啥?老股没解禁卖不掉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685377803","repostId":"1104628569","repostType":2,"repost":{"id":"1104628569","pubTimestamp":1659403730,"share":"https://www.laohu8.com/m/news/1104628569?lang=&edition=full","pubTime":"2022-08-02 09:28","market":"us","language":"zh","title":"94岁李嘉诚,发了最荒唐的一笔横财","url":"https://stock-news.laohu8.com/highlight/detail?id=1104628569","media":"创投智库","summary":"“妖股”来了。上市仅半个月,股价飙升94倍,每股从7.8美元火箭式上升至742美元——中概股尚乘数科在资本市场的吸金表现,引人注目。7月15日,这家数字金融服务提供商在纽约首次公开募股,募集了约1.2","content":"<html><head></head><body><p>“妖股”来了。</p><p>上市仅半个月,股价飙升94倍,每股从7.8美元火箭式上升至742美元——中概股<a href=\"https://laohu8.com/S/HKD\">尚乘数科</a>在资本市场的吸金表现,引人注目。</p><p>7月15日,这家数字金融服务提供商在纽约首次公开募股,募集了约1.25亿美元(合人民币8.4亿元),成为2022年至今纽交所最大的中概股IPO。</p><p><a href=\"https://laohu8.com/S/HKD\">尚乘数科</a>背后,站着身家365亿美元的金融大鳄李嘉诚。母公司尚乘集团由李嘉诚的长江实业集团、和记黄埔创立,至今已有19年。</p><p>截至8月1日美股收盘,尚乘数科市值超1373亿美元,在一众中概股里面,尚乘数科市值排名第三,仅次于<a href=\"https://laohu8.com/S/TSM\">台积电</a>和<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>。</p><p>市盈率更是惊人,超4000倍,将其他金融科技股远远甩开。不足2亿元的营收,何以撑起1373亿美元市值?</p><p><b>李嘉诚站台</b></p><p>多名分析师告诉《21CBR》记者,尚乘数科股价一路飙升,“炒作成分比较高”。</p><p>矛盾在于,尚乘数科由<a href=\"https://laohu8.com/S/AMTD\">尚乘国际</a>分拆而来,后者2019年及2020年分别在美国、新加坡两地上市,目前市值不过9.6亿美元左右。</p><p>尚乘数科、<a href=\"https://laohu8.com/S/AMTD\">尚乘国际</a>均由尚乘集团分拆而来。</p><p>尚乘集团成立于2003年,涉足金融服务、数码科技、艺术文化及娱乐等领域。创始股东之一正是李嘉诚的长江实业集团及和记黄埔。</p><p>尚乘集团现持有尚乘国际86.7%股权,但其股权结构未披露,因此,这场炒作中,无法确切知道李嘉诚“横财”数额。如果其持股比超过25%,现值就是千亿。</p><p><img src=\"https://static.tigerbbs.com/b00026b9ae64f736ed7afc28371db358\" tg-width=\"678\" tg-height=\"448\" referrerpolicy=\"no-referrer\"/></p><p>来源:<a href=\"https://laohu8.com/S/000681\">视觉中国</a></p><p>今年初,尚乘国际以12亿美元收购尚乘数科控股权。通过此举,尚乘集团董事局主席蔡志坚成功实现IDEA中两大重要板块加总上市。</p><p>尚乘数科即代表Digital数字化,旗下拥有或策略投资了亚洲稀缺的金融牌照,连接东南亚与大中华区,提供一站式数字金融服务。</p><p>这一优势吸引了更多资金注入。</p><p>尚乘数科的股东还包括大湾区共同家园基金、亚洲最大独立资产管理公司之一惠理、前阿里CEO卫哲创立的嘉御基金等。</p><p>强兵助阵下,公司逐步完善了投资版图。</p><p>包括互联网医疗平台微医、人工智能公司Appier的早期投资,收购了首家由新加坡金管局监管沙盒成功孵化创立的数字保险经纪公司PolicyPal等。</p><p>有市场分析认为,暴涨的股价是一次短中期场内资本达成共识的结果。</p><p><img src=\"https://static.tigerbbs.com/132ed927e8169bf3f7a279034f7108c1\" tg-width=\"724\" tg-height=\"918\" referrerpolicy=\"no-referrer\"/></p><p>“资本尤其是国际资本,没有比抱大腿更划算的选择。”一名私募公司从业人员向《21CBR》表示,“跟巴神、跟李嘉诚,虽然不是第一手,至少比其他流向靠谱许多。”</p><p>从近几日交易量来看,公司单日交易量均为几十万股。“按照公司1.85亿的总股本,1%也将近200万股。”金融科技行业观察人士史文瑞认为,公司股东或者关联交易方的可能性很大。</p><p>“海外IPO新股没有历史筹码,关注度由低走高过程中,容易引起市场情绪的集中催化。当前市场缺乏赚钱热点,短炒资金集中炒作尚乘数科。”有知名券商向《21CBR》表示,投资者应该优先考虑风险因素。</p><p><b>利润率高企</b></p><p>尚乘数科主营数字金融服务,业务包括四大板块:数字金融服务,蛛网生态系统解决方案,数字媒体、内容和营销,及数字投资业务。</p><p>招股书显示,2019-2021财年,尚乘数科总收入分别约为1455.4万、1.68亿和1.96亿港元;期内利润分别为2154.4万、1.58亿及1.72亿港元;利润率保持高达87%以上。</p><p>数字金融服务业务和蛛网生态系统解决方案业务的费用和佣金,是尚乘数科的主要收入来源。</p><p>蛛网生态系统解决方案,主要起到多方资源连接和再赋能作用。2021财年,该业务贡献总营收的80%,达1.57亿港元。</p><p>官方称,来自数字和传统金融行业、科技行业、学术机构等不同领域的合作伙伴,都可以在蛛网生态系统中实现连接,系统可以为客户提供资本、技术、指导和其他资源,加速和增强其业务的数字化转型。</p><p><img src=\"https://static.tigerbbs.com/4bf07c4fb53f47d2c750b418fa099675\" tg-width=\"832\" tg-height=\"554\" referrerpolicy=\"no-referrer\"/></p><p>会费计划则可以增强生态系统中合作伙伴的连接性。</p><p>在数字媒体、内容和营销方面,2020年上映的电影《拆弹专家2》是尚乘数科正式涉足数字影视文化行业,参与制作的第一部电影。这笔投资收获超13亿票房的回报。</p><p>值得注意的是,报告期内,尚乘数科公允价值变动(FVTPL)分别增加了1932万、4359万和7029万港元。</p><p><img src=\"https://static.tigerbbs.com/bf8589ae03998a3d8b0927e6790e807d\" tg-width=\"828\" tg-height=\"606\" referrerpolicy=\"no-referrer\"/></p><p>由于成本较低,利润率受FVTPL加持直逼90%。但即使剔除这部分收入,公司的净利润率也超过60%,远高于行业20%左右的均值。</p><p>吊诡的是,2021年尚乘数科的营收尚不足2亿港元,资本市场上却连续拉高半月余。单看业绩指标,实在难以支撑公司5000亿的市值。</p><p>这一市值,现为李嘉诚旗舰长和的约3倍,而后者去年营收为2800亿港币。</p><p><b>投资广撒网</b></p><p>于尚乘数科而言,经历短线“非理性”上涨后,关键是拿出更具说服力的成绩。</p><p>难题不少。</p><p>截至2022年2月,尚乘数科营收增速低至4%。而2021财年的年收入增速约为17%。</p><p>金融科技赛道监管渐严,区域市场的合法合规问题摆在眼前。</p><p>“当提供新产品和服务,与更广泛市场客户进行交易将暴露更多风险。”招股书中提到,接下来公司目标是继续向东南亚等地区扩张,在新加坡成立银行且合并到报表——这些都有待监管部门批准。</p><p>公司明确表示,将在数字金融服务行业进行收购、换股、投资、合资或组建其他战略联盟。</p><p><img src=\"https://static.tigerbbs.com/cd9c52fbd318960b7ee476ebbb5621da\" tg-width=\"832\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/></p><p>比如,2020年6月拿下新加坡在线融资平台CapBridge Financial Pte Ltd.的控股权,同年收购新加坡一家提供一站式二维码支付的聚合商和支付网关提供商等。</p><p>“我们使用自有资金进行投资,预计在相当长一段时间内不会从这些投资中获益。”尚乘数科方面承认。</p><p>何时收回投资成本,尚难以预计,但这恰是构建区域性金融服务生态体系的关键。</p><p><img src=\"https://static.tigerbbs.com/779fb90aa900c2f5d78ccf04fc1181a1\" tg-width=\"780\" tg-height=\"424\" referrerpolicy=\"no-referrer\"/></p><p>目前,尚乘数科所投企业均有较好投资收益。</p><p>截至2022年2月,公司用于投资活动的现金净额为3.476亿港元,归因于应收集团公司的款项变动3.460亿港元。投资活动产生的现金净额为1.282亿港元,其中收回投资所得款项7780万和5060万港元,来自收购子公司的净现金流入2070万港元。</p><p><img src=\"https://static.tigerbbs.com/c8d8b77a1d4a528b671f7f79ad643b9c\" tg-width=\"812\" tg-height=\"302\" referrerpolicy=\"no-referrer\"/></p><p>一定程度上,公司在不断强化投资组合的过程中,维持着较好的营业水平。</p><p>“继续在亚洲及其他地区识别和融合有前途的数字金融参与者,才能补充当前的服务和能力。”尚乘数科对未来战略执行展望道。</p><p>而对于李嘉诚而言,商海扑腾数十年,想必非常了然,尚乘前景再好,现在1373亿美元市值的荒唐。</p></body></html>","source":"lsy1659403108223","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\n94岁李嘉诚,发了最荒唐的一笔横财\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-02 09:28 北京时间 <a href=https://mp.weixin.qq.com/s/Xo02ilta3IMfe6RPRjKbVg><strong>创投智库</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“妖股”来了。上市仅半个月,股价飙升94倍,每股从7.8美元火箭式上升至742美元——中概股尚乘数科在资本市场的吸金表现,引人注目。7月15日,这家数字金融服务提供商在纽约首次公开募股,募集了约1.25亿美元(合人民币8.4亿元),成为2022年至今纽交所最大的中概股IPO。尚乘数科背后,站着身家365亿美元的金融大鳄李嘉诚。母公司尚乘集团由李嘉诚的长江实业集团、和记黄埔创立,至今已有19年。截至...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Xo02ilta3IMfe6RPRjKbVg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b00026b9ae64f736ed7afc28371db358","relate_stocks":{"BK1569":"长和系","BK1230":"工业集团企业","BK1601":"香港本地股","00001":"长和","BK1521":"挪威政府全球养老基金持仓","BK1500":"做空集合股","HKD":"尚乘数科"},"source_url":"https://mp.weixin.qq.com/s/Xo02ilta3IMfe6RPRjKbVg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104628569","content_text":"“妖股”来了。上市仅半个月,股价飙升94倍,每股从7.8美元火箭式上升至742美元——中概股尚乘数科在资本市场的吸金表现,引人注目。7月15日,这家数字金融服务提供商在纽约首次公开募股,募集了约1.25亿美元(合人民币8.4亿元),成为2022年至今纽交所最大的中概股IPO。尚乘数科背后,站着身家365亿美元的金融大鳄李嘉诚。母公司尚乘集团由李嘉诚的长江实业集团、和记黄埔创立,至今已有19年。截至8月1日美股收盘,尚乘数科市值超1373亿美元,在一众中概股里面,尚乘数科市值排名第三,仅次于台积电和阿里巴巴。市盈率更是惊人,超4000倍,将其他金融科技股远远甩开。不足2亿元的营收,何以撑起1373亿美元市值?李嘉诚站台多名分析师告诉《21CBR》记者,尚乘数科股价一路飙升,“炒作成分比较高”。矛盾在于,尚乘数科由尚乘国际分拆而来,后者2019年及2020年分别在美国、新加坡两地上市,目前市值不过9.6亿美元左右。尚乘数科、尚乘国际均由尚乘集团分拆而来。尚乘集团成立于2003年,涉足金融服务、数码科技、艺术文化及娱乐等领域。创始股东之一正是李嘉诚的长江实业集团及和记黄埔。尚乘集团现持有尚乘国际86.7%股权,但其股权结构未披露,因此,这场炒作中,无法确切知道李嘉诚“横财”数额。如果其持股比超过25%,现值就是千亿。来源:视觉中国今年初,尚乘国际以12亿美元收购尚乘数科控股权。通过此举,尚乘集团董事局主席蔡志坚成功实现IDEA中两大重要板块加总上市。尚乘数科即代表Digital数字化,旗下拥有或策略投资了亚洲稀缺的金融牌照,连接东南亚与大中华区,提供一站式数字金融服务。这一优势吸引了更多资金注入。尚乘数科的股东还包括大湾区共同家园基金、亚洲最大独立资产管理公司之一惠理、前阿里CEO卫哲创立的嘉御基金等。强兵助阵下,公司逐步完善了投资版图。包括互联网医疗平台微医、人工智能公司Appier的早期投资,收购了首家由新加坡金管局监管沙盒成功孵化创立的数字保险经纪公司PolicyPal等。有市场分析认为,暴涨的股价是一次短中期场内资本达成共识的结果。“资本尤其是国际资本,没有比抱大腿更划算的选择。”一名私募公司从业人员向《21CBR》表示,“跟巴神、跟李嘉诚,虽然不是第一手,至少比其他流向靠谱许多。”从近几日交易量来看,公司单日交易量均为几十万股。“按照公司1.85亿的总股本,1%也将近200万股。”金融科技行业观察人士史文瑞认为,公司股东或者关联交易方的可能性很大。“海外IPO新股没有历史筹码,关注度由低走高过程中,容易引起市场情绪的集中催化。当前市场缺乏赚钱热点,短炒资金集中炒作尚乘数科。”有知名券商向《21CBR》表示,投资者应该优先考虑风险因素。利润率高企尚乘数科主营数字金融服务,业务包括四大板块:数字金融服务,蛛网生态系统解决方案,数字媒体、内容和营销,及数字投资业务。招股书显示,2019-2021财年,尚乘数科总收入分别约为1455.4万、1.68亿和1.96亿港元;期内利润分别为2154.4万、1.58亿及1.72亿港元;利润率保持高达87%以上。数字金融服务业务和蛛网生态系统解决方案业务的费用和佣金,是尚乘数科的主要收入来源。蛛网生态系统解决方案,主要起到多方资源连接和再赋能作用。2021财年,该业务贡献总营收的80%,达1.57亿港元。官方称,来自数字和传统金融行业、科技行业、学术机构等不同领域的合作伙伴,都可以在蛛网生态系统中实现连接,系统可以为客户提供资本、技术、指导和其他资源,加速和增强其业务的数字化转型。会费计划则可以增强生态系统中合作伙伴的连接性。在数字媒体、内容和营销方面,2020年上映的电影《拆弹专家2》是尚乘数科正式涉足数字影视文化行业,参与制作的第一部电影。这笔投资收获超13亿票房的回报。值得注意的是,报告期内,尚乘数科公允价值变动(FVTPL)分别增加了1932万、4359万和7029万港元。由于成本较低,利润率受FVTPL加持直逼90%。但即使剔除这部分收入,公司的净利润率也超过60%,远高于行业20%左右的均值。吊诡的是,2021年尚乘数科的营收尚不足2亿港元,资本市场上却连续拉高半月余。单看业绩指标,实在难以支撑公司5000亿的市值。这一市值,现为李嘉诚旗舰长和的约3倍,而后者去年营收为2800亿港币。投资广撒网于尚乘数科而言,经历短线“非理性”上涨后,关键是拿出更具说服力的成绩。难题不少。截至2022年2月,尚乘数科营收增速低至4%。而2021财年的年收入增速约为17%。金融科技赛道监管渐严,区域市场的合法合规问题摆在眼前。“当提供新产品和服务,与更广泛市场客户进行交易将暴露更多风险。”招股书中提到,接下来公司目标是继续向东南亚等地区扩张,在新加坡成立银行且合并到报表——这些都有待监管部门批准。公司明确表示,将在数字金融服务行业进行收购、换股、投资、合资或组建其他战略联盟。比如,2020年6月拿下新加坡在线融资平台CapBridge Financial Pte Ltd.的控股权,同年收购新加坡一家提供一站式二维码支付的聚合商和支付网关提供商等。“我们使用自有资金进行投资,预计在相当长一段时间内不会从这些投资中获益。”尚乘数科方面承认。何时收回投资成本,尚难以预计,但这恰是构建区域性金融服务生态体系的关键。目前,尚乘数科所投企业均有较好投资收益。截至2022年2月,公司用于投资活动的现金净额为3.476亿港元,归因于应收集团公司的款项变动3.460亿港元。投资活动产生的现金净额为1.282亿港元,其中收回投资所得款项7780万和5060万港元,来自收购子公司的净现金流入2070万港元。一定程度上,公司在不断强化投资组合的过程中,维持着较好的营业水平。“继续在亚洲及其他地区识别和融合有前途的数字金融参与者,才能补充当前的服务和能力。”尚乘数科对未来战略执行展望道。而对于李嘉诚而言,商海扑腾数十年,想必非常了然,尚乘前景再好,现在1373亿美元市值的荒唐。","news_type":1},"isVote":1,"tweetType":1,"viewCount":867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":688709738,"gmtCreate":1657816287628,"gmtModify":1704868402542,"author":{"id":"3539749805673084","authorId":"3539749805673084","name":"卢瑟","avatar":"https://static.tigerbbs.com/7e4f41e84cc0db6ca77dc77ae22e023b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"根本原因是外观内饰没做好而已,现阶段电动车没啥技术,就一组装厂,看谁表面功夫做得好","listText":"根本原因是外观内饰没做好而已,现阶段电动车没啥技术,就一组装厂,看谁表面功夫做得好","text":"根本原因是外观内饰没做好而已,现阶段电动车没啥技术,就一组装厂,看谁表面功夫做得好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/688709738","repostId":"2251811373","repostType":2,"repost":{"id":"2251811373","pubTimestamp":1657778152,"share":"https://www.laohu8.com/m/news/2251811373?lang=&edition=full","pubTime":"2022-07-14 13:55","market":"us","language":"zh","title":"上半年交付2万余辆,掉队的威马到底哪里出了问题?","url":"https://stock-news.laohu8.com/highlight/detail?id=2251811373","media":"界面新闻","summary":"7月13日,威马汽车最新的销量数据出炉了。据中汽中心数据,1至6月威马累计交付量为21738辆(上险数),同比增长62.2%。以二梯队的零跑和哪吒为参照,今年上半年零跑汽车累积交付51994辆,同比增长265%,哪吒汽车为63131辆,同比增长199%。事实上,早在2021年上半年时威马就饱受“掉队质疑”。而今年以来,威马掉队的幅度还在变得更大。","content":"<div>\n<p>图片来源:视觉中国\n\n7月13日,威马汽车最新的销量数据出炉了。据中汽中心数据,1至6月威马累计交付量为21738辆(上险数),同比增长62.2%。\n超6成的增长率乍听起来似乎不算差,但和同行对比就显出了差距。以二梯队的零跑和哪吒为参照,今年上半年零跑汽车累积交付51994辆,同比增长265%,哪吒汽车为63131辆,同比增长199%。\n新能源汽车仍处于高速增长阶段,在去年交付基数较小的情况下,...</p>\n\n<a href=\"https://tech.sina.cn/it/2022-07-14/detail-imizmscv1509096.d.html?vt=4\">Web Link</a>\n\n</div>\n","source":"sina_tech","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>上半年交付2万余辆,掉队的威马到底哪里出了问题?</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; 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.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上半年交付2万余辆,掉队的威马到底哪里出了问题?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-14 13:55 北京时间 <a href=https://tech.sina.cn/it/2022-07-14/detail-imizmscv1509096.d.html?vt=4><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>图片来源:视觉中国\n\n7月13日,威马汽车最新的销量数据出炉了。据中汽中心数据,1至6月威马累计交付量为21738辆(上险数),同比增长62.2%。\n超6成的增长率乍听起来似乎不算差,但和同行对比就显出了差距。以二梯队的零跑和哪吒为参照,今年上半年零跑汽车累积交付51994辆,同比增长265%,哪吒汽车为63131辆,同比增长199%。\n新能源汽车仍处于高速增长阶段,在去年交付基数较小的情况下,...</p>\n\n<a href=\"https://tech.sina.cn/it/2022-07-14/detail-imizmscv1509096.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://n.sinaimg.cn/finance/transform/667/w400h267/20220714/c6e3-1e3153e41e44ca3751e56f38a48cae33.jpg","relate_stocks":{"09866":"蔚来-SW","BK4514":"搜索引擎","09868":"小鹏汽车-W","QNETCN":"纳斯达克中美互联网老虎指数","BK4532":"文艺复兴科技持仓","BK1575":"同股不同权","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BIDU":"百度","XPEV":"小鹏汽车","NIO":"蔚来","BK1539":"汽车股","BK4509":"腾讯概念","BK1588":"回港中概股","BK4535":"淡马锡持仓","BK4579":"人工智能","BK4077":"互动媒体与服务","NIO.SI":"蔚来","BK1119":"汽车制造商","BK4526":"热门中概股","BK1587":"次新股","BK4552":"Archegos爆仓风波概念","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓"},"source_url":"https://tech.sina.cn/it/2022-07-14/detail-imizmscv1509096.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2251811373","content_text":"图片来源:视觉中国\n\n7月13日,威马汽车最新的销量数据出炉了。据中汽中心数据,1至6月威马累计交付量为21738辆(上险数),同比增长62.2%。\n超6成的增长率乍听起来似乎不算差,但和同行对比就显出了差距。以二梯队的零跑和哪吒为参照,今年上半年零跑汽车累积交付51994辆,同比增长265%,哪吒汽车为63131辆,同比增长199%。\n新能源汽车仍处于高速增长阶段,在去年交付基数较小的情况下,同比增长率更像是掩盖销量乏力的一块遮羞布。但如今就连这块遮羞布也盖不住了。\n事实上,早在2021年上半年时威马就饱受“掉队质疑”。创始人沈晖当时回应说:“新能源赛道是一个长期的赛道,打个比喻,就像是踢足球,现在上半场头15分钟都没有打完,谁胜谁负还不知道”。\n根据威马公布的数据,其2021年上半年累计销量约1.57万辆,同一时间段新势力头部蔚来、小鹏和理想的交付量分别为4.19万、3.07万和3.02万辆。\n如今一年过去,威马的情况并没有好转。威马在6月递交的赴港上市招股书中提到过去一年的交付量约4.42万辆,“较2020年翻了一番多”。\n但如果把威马放到过去造车“四小龙”的身份去看,这个成绩可能就令人难以满意了。在2021年新势力销量的排名中,威马的成绩排在哪吒汽车之后,仅比第六的零跑有微弱的优势。\n而今年以来,威马掉队的幅度还在变得更大。2万出头的交付量,较之头部的“蔚小理”、哪吒、零跑等品牌已经差了一倍多,这几家上半年的交付量都超过5万辆,小鹏甚至接近7万辆。\n销售端的乏力加剧了威马的财务压力。据其招股书,2021年威马营收为47.4亿元,但亏损却高达82.1亿元。这两项数据意味着,威马平均每卖一辆车仅能收入10.7万元,却要亏损18.6万元。\n威马的毛利率也印证了这一点,2019至2021年威马的毛利率分别为-58.3%、-43.5%以及-41.1%。距离盈亏平衡尚有较大差距,在未来一段时间,威马恐怕还将继续亏损状态。\n2020年底,威马曾试图在科创板上市,但此后无疾而终,此番奔赴香港上市,也是其烧钱太狠亟需输血的表现。据其招股书,截至2021年12月31日,威马所持现金及现金等价物仅为41.6亿元,相比之下,已经上市的“蔚小理”则高达数百亿。\n从当初的“四小龙”,到如今声量日益式微,威马究竟出了什么问题?\n“现有产品竞争力不足其实是他们起不来的根本原因。”一位不愿具名的汽车行业分析师告诉界面新闻,威马的EX5、W6作为其当前主消产品,面向15至25万元的大众市场,但很难通过纯电技术路线实现与燃油车的价格平权。\n背靠主流市场曾是威马的标签之一,这一细分市场空间广大,让威马一度具备充足的潜力。但现实是,面对主流市场的充分竞争,威马却并无优势。\n“威马的产品定位面临主流企业的双向竞争。”在上述人士看来,一方面大众、丰田、日产、通用等主流外资品牌,在燃油车和混动领域深度耕耘,并具备品牌沉淀;另一方面,15至25万元的市场也是比亚迪、吉利、长城、上汽等自主品牌发力的方向。\n汽车正从燃油车向新能源加速转型,产品的智能水平被消费者越来越看重。在新势力中,小鹏更是将智能化水平作为其核心卖点之一。\n而威马依然依托于百度的自动驾驶方案,“在产品工程及应用功能方面领先性不足,”上述分析人士称,“百度自动驾驶在robotaxi是比较强的,但是从高阶技术降维到ADAS(高级驾驶辅助系统)领域,工程落地能力和量产后迭代应用开发其实是非常慢的。”\n如今,百度已经亲自下场造车,其首款产品预计在2023年交付,定价20万元左右,直指“主流市场”。未来威马和百度的关系将更加微妙。为了削弱电池巨头对电池的控制,蔚来甚至已经研究起了电芯,而威马的大脑却还在竞争对手手里。\n在销售方式上,威马也存在一些问题。早期威马曾采用直营+授权的模式,但随着销售不达预期,威马对高层进行了人事调整,原威马联合创始人、战略规划高级副总裁陆斌被调离销售公司,威马由此转向传统的经销商模式。\n在这一模式下,威马开始向供应商压库,存转移自己的资金和销售压力,并推出“千城千店”计划。结果就是旧的经销商退场,新的经销商又不愿进来。此后一些威马高层投资开店,凭借较低的拿车价格,他们能够以低于市场的价格进行销售,这让威马的经销体系变得更加混乱。\n奔赴港股或许是威马脱离困境的一剂解药,一方面能够获得大笔资金,另一方面,如果顺利还能成为“蔚小理”之后第四家上市的新势力车企,重振其“四小龙”时代的荣光。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":689040313,"gmtCreate":1655303033833,"gmtModify":1704861857633,"author":{"id":"3539749805673084","authorId":"3539749805673084","name":"卢瑟","avatar":"https://static.tigerbbs.com/7e4f41e84cc0db6ca77dc77ae22e023b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"收了多少广告费?这样的文章都敢写","listText":"收了多少广告费?这样的文章都敢写","text":"收了多少广告费?这样的文章都敢写","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/689040313","repostId":"2243463956","repostType":2,"repost":{"id":"2243463956","pubTimestamp":1655259659,"share":"https://www.laohu8.com/m/news/2243463956?lang=&edition=full","pubTime":"2022-06-15 10:20","market":"us","language":"zh","title":"涂鸦智能2022年Q1财报:业绩表现符合市场预期,SaaS营收增长强劲","url":"https://stock-news.laohu8.com/highlight/detail?id=2243463956","media":"美股研究社","summary":"财报显示,涂鸦智能2022年第一季度业绩表现符合市场预期,整体毛利率保持平稳。2022年第一季度总营收为5,530万美元,其中,SaaS及其他营收为580万美元,同比增长约146.7%。2022年第一季度,平台注册开发者数量继续保持强劲增长势头。其中,在主营业务IoT PaaS板块,2022年第一季度,IoT PaaS服务客户总数同比增长21%。截至2022年3月31日,涂鸦智能现金及现金等价物与短期投资合计金额为9.84亿美元,运营资金充足,为长期发展提供稳定支持。","content":"<html><body><article><p>美股研究社获悉,据<a href=\"https://laohu8.com/S/TUYA\">涂鸦智能</a>官方披露,美国时间6月14日,全球化IoT开发平台服务商涂鸦<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>(NYSE: TUYA)公布了2022年Q1未经审计的财报。</p><p>财报显示,涂鸦智能2022年第一季度业绩表现符合市场预期,整体毛利率保持平稳。2022年第一季度总营收为5,530万美元,其中,SaaS及其他营收为580万美元,同比增长约146.7%。</p><p>从营收版块来看,在SaaS及其他营收板块,涂鸦智能2022年第一季度营收同比增长约146.7%至580万美元,市场表现强劲,拥有极具前景的发展空间。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/15008847584/0\"/><p>2022年第一季度,平台注册开发者数量继续保持强劲增长势头。截至2022年3月31日,开发者数量超58.2万,较2021年底的约51万增加了14.1%。越来越多开发者促成了IoT生态繁荣的同时,IoT PaaS业务覆盖品类也更加均衡:电工照明占总体约4成,消费摄像头及传感占比约25%,厨电、宠物等各类电器占比约20%,以及其他新兴类别占比超15%。</p><p>第一季度客户总数约3,900家,同比增加29%。其中,在主营业务IoT PaaS板块,2022年第一季度,IoT PaaS服务客户总数同比增长21%。过去连续12个月贡献超过10万美元收入的涂鸦智能IoT PaaS优质客户(Premium customer)303个,合计贡献了约85.6%的IoT PaaS收入。</p><p>截至2022年3月31日的过去12个月内,涂鸦智能IoT PaaS业务的净收入扩张率(DBNER)为122%,自追踪该指标以来已连续十个季度优于行业水平。</p><p>2022年初,涂鸦智能推出了IoT平台<span>私有化</span>部署解决方案Cube,此外,涂鸦智能还在Q1推出了毫米波雷达解决方案、赋能设备打通全球生态的智能语音方案AFI(Alexa for IoT)和保障安全合规的IoT安全运营平台Tuya Sage等产品,助力全球合作伙伴赢得智能商业机遇。</p><p>截至2022年3月31日,涂鸦智能<span>现金及现金等价物</span>与短期投资合计金额为9.84亿美元,运营资金充足,为长期发展提供稳定支持。第一季度,涂鸦以ADS形式<span>回购</span>约2,500万美元的股份,彰显了管理层对企业发展的长期信心。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/15008847591/0\"/><p>涂鸦智能创始人兼CEO王学集表示:“尽管全球高通胀持续居高不下,并且暂无特别好转的迹象,我们将会专注提升运营效率,扩大客户基础,多元化收益流,以更好地支持我们未来的成长。”</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n涂鸦智能2022年Q1财报:业绩表现符合市场预期,SaaS营收增长强劲\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-15 10:20 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022061510231281fa222b&s=b><strong>美股研究社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美股研究社获悉,据涂鸦智能官方披露,美国时间6月14日,全球化IoT开发平台服务商涂鸦智能(NYSE: TUYA)公布了2022年Q1未经审计的财报。财报显示,涂鸦智能2022年第一季度业绩表现符合市场预期,整体毛利率保持平稳。2022年第一季度总营收为5,530万美元,其中,SaaS及其他营收为580万美元,同比增长约146.7%。从营收版块来看,在SaaS及其他营收板块,涂鸦智能2022年...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022061510231281fa222b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02391":"涂鸦智能-W","TUYA":"涂鸦智能"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022061510231281fa222b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2243463956","content_text":"美股研究社获悉,据涂鸦智能官方披露,美国时间6月14日,全球化IoT开发平台服务商涂鸦智能(NYSE: TUYA)公布了2022年Q1未经审计的财报。财报显示,涂鸦智能2022年第一季度业绩表现符合市场预期,整体毛利率保持平稳。2022年第一季度总营收为5,530万美元,其中,SaaS及其他营收为580万美元,同比增长约146.7%。从营收版块来看,在SaaS及其他营收板块,涂鸦智能2022年第一季度营收同比增长约146.7%至580万美元,市场表现强劲,拥有极具前景的发展空间。2022年第一季度,平台注册开发者数量继续保持强劲增长势头。截至2022年3月31日,开发者数量超58.2万,较2021年底的约51万增加了14.1%。越来越多开发者促成了IoT生态繁荣的同时,IoT PaaS业务覆盖品类也更加均衡:电工照明占总体约4成,消费摄像头及传感占比约25%,厨电、宠物等各类电器占比约20%,以及其他新兴类别占比超15%。第一季度客户总数约3,900家,同比增加29%。其中,在主营业务IoT PaaS板块,2022年第一季度,IoT PaaS服务客户总数同比增长21%。过去连续12个月贡献超过10万美元收入的涂鸦智能IoT PaaS优质客户(Premium customer)303个,合计贡献了约85.6%的IoT PaaS收入。截至2022年3月31日的过去12个月内,涂鸦智能IoT PaaS业务的净收入扩张率(DBNER)为122%,自追踪该指标以来已连续十个季度优于行业水平。2022年初,涂鸦智能推出了IoT平台私有化部署解决方案Cube,此外,涂鸦智能还在Q1推出了毫米波雷达解决方案、赋能设备打通全球生态的智能语音方案AFI(Alexa for IoT)和保障安全合规的IoT安全运营平台Tuya 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08:22","market":"hk","language":"zh","title":"老韭记|“双减”落地那夜 我满心欢喜“抄底”了新东方","url":"https://stock-news.laohu8.com/highlight/detail?id=2167056370","media":"港湾商业观察","summary":"编者按:“一个投机者有很多敌人,很多敌人来源于自身,并干扰交易者的思维,一个人或许拥有独特的头脑并终生习惯于独立思考,然而当面对一个极有利的劝诱时仍然是脆弱的。”这句话出自《股票作手回忆录》,作者杰西利弗莫尔已被全球投资者膜拜近百年。有人称他是美国投机之王,有人奉他为世界第一位牛散,至今华尔街仍旧有无数人将其尊为信仰。。。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.09901&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=106.EDU&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p> 编者按:“一个投机者有很多敌人,很多敌人来源于自身,并干扰交易者的思维,一个人或许拥有独特的头脑并终生习惯于独立思考,然而当面对一个极有利的劝诱时仍然是脆弱的。” </p><p> 这句话出自《股票作手回忆录》,作者杰西利弗莫尔已被全球投资者膜拜近百年。有人称他是美国投机之王,有人奉他为世界第一位牛散,至今华尔街仍旧有无数人将其尊为信仰。。。 </p><p> 在庞大的股票市场与日复一日齿轮般转动的巨量交易面前,单个投资者的渺小总如沧海一粟,微不足道。的确,从资金量的角度,“韭菜”的交易难以撬动任何一家上市公司的股价,“散户血洗华尔街”的美好故事也更像是特定时间下的机缘巧合。 </p><p> 然而,恰恰是这些一个个勇往直前的投资者或投机者才真正形成了市场的规模,市场的情绪,以及市场的预期。 </p><p> 而在我国资本市场,或广义上的投资领域,似乎更多人都已习惯了“韭菜”的称呼,当我们在谈论“韭菜”时到底是在谈论一种情绪,还是自嘲,又或是一种无奈又消极的消遣精神,无论如何,每一个个体命运下的“韭菜”,仍值得时代去关注,去记录。 </p><p> 归根结底,“韭菜”的故事往往能映衬出最真实的股市,股民的众生相聚集在一起,便拼凑出近30年的资本市场史。正如“世界第一牛散”杰西利弗莫尔所言,每一位散户都有来源于自身的“敌人”,《港湾商业观察》将持续推出“老韭记”系列,分享散户值得诉说的故事,记录股市中的点滴。杰西利弗莫尔或许是第一位将股市经历记录在册的“散户”,但他不会是最后一个。 </p><p> <strong>《港湾商业观察》 乔锐</strong></p><p> 刚刚过去的教师节,一张<span><a href=\"https://laohu8.com/S/EDU\">新东方</a></span><span></span>创始人俞敏洪的长文截图流传开来:每年都会给全体教师写信表示感谢的俞敏洪,今年不敢给老师们写信了,因为很多老师都已失业,并且未来还会有更多的老师从<span target=\"_blank\" web=\"1\">新东方</span>离开。 </p><p> 仅仅数日之后,最新消息是<span target=\"_blank\" web=\"1\">新东方</span>在线副总裁、东方优播CEO朱宇已经决定全面关闭K12业务,并将在扫尾工作结束后,去山区支教1-2年时间。 </p><center><img src=\"https://dfscdn.dfcfw.com/download/D24800881409995650818.jpg\" width=\"100%\"/></center><p> 按照常识,一家上市公司高层接连搞出“大动静”,就像一块块巨石落入湖面一般,将在二级市场造起波浪。但对于新东方来说,其二级市场股价似乎自“双减”落地后,便失去了活力。 </p><p> “我目前满仓新东方(根据受访者实际交易,此处仅指‘EDU.US’)。俞敏洪发文我有关注,但不会对我的交易策略影响丝毫。”与《港湾商业观察》谈及本次交易,于阳信心满满:“我是7月23日美股开盘当晚建仓新东方的,当天下午看到网传一份‘双减’文件,我就已经做好了‘一把梭’的准备。” </p><center><img src=\"https://dfscdn.dfcfw.com/download/D25761727266181858887.jpg\" width=\"580\"/></center><p> 面对目前账面数万元的浮亏,经历过2015年“千股跌停”的于阳表现出前所未有的淡定:“建仓时候都想好了,我要怀着比俞敏洪本人都强烈的信心持有新东方。” </p><p> 于阳时常和朋友半开玩笑称,这是一只买完之后可以把炒股软件卸载掉,三、五年之后再拿出来提钱的股票。谈到心理预期的收益率,于阳却三缄其口:“各方面经济需求都比较高,涨一步看一步吧。” </p><p> “老股民”于阳驰骋股海的这些年,被他本人评价为“又上了一次学”:从巴菲特、索罗斯、达里奥,到史蒂夫·尼森、纳西姆·尼古拉斯·塔勒布,无论是价值投资还是技术分析的书籍,都被于阳抱回家里,边读边实践。 </p><p> “现在倦了,可能是天赋比努力重要吧,我觉得那些知识对我炒股帮助并不大。”对于阳来说,打开他炒股<span><a href=\"https://laohu8.com/S/600628\">新世界</a></span><span></span>大门的是一本相对较为冷门的书籍,安德烈·科斯托拉尼写的《大投机家》,于阳说,读到“有钱的人,可以投机,钱少的人,不可以投机,根本没钱的人,必须投机”时,他热血沸腾,认为自己必须投机。 </p><p> 新东方,便是他所认定的投机机会。“好多人对投机这个词理解片面,我认为投机就是抓住好公司大跌的时机,然后耐心等待。” </p><p> 如果非要打破砂锅问到底,于阳买入新东方始于他对俞敏洪的个人崇拜。 </p><p> 6月24日,俞敏洪现身“十三邀”,与许知远交谈中,俞敏洪那句“<strong>我确实有某种教育理想,但被生活和工作弄得焦头烂额</strong>”,引发了于阳强烈的共鸣:“没有基本面研究,没有技术面分析,买这只股票就是单纯相信俞敏洪个人。” </p><center><img src=\"https://dfscdn.dfcfw.com/download/D24693345066416760412.jpg\" width=\"580\"/></center><p> (来源:<span><a href=\"https://laohu8.com/S/300059\">东方财富</a></span><span></span>) </p><p> 于阳抄底后第二个交易日,新东方当日跌幅33.79%,随后一直保持着低位横盘的态势。俞敏洪在十三邀中说,“因为怀疑,所以我做新东方不那么带劲”,于阳和《港湾商业观察》说,“因为相信,所以我还会等。” </p><p> 新东方的阵痛,是教育行业的其中缩影。而今,这个行业似乎普遍流传着:<strong>您被裁了吗?您拿到N+了吗?如果您拿到了N+赔偿,那一定要谢天谢地谢东家,这可真是运气好</strong>。 </p><p> 近两年来看,数千亿狂飙下的融资额,多少让教育领域的发展呈泡沫趋势,一方面是铺天盖地的营销宣传,以深圳为例,在K12最火的去年与前年,这些教育机构所贡献的户外广告,占据了这个城市大街小巷,烧钱,那可真是烧得凶啊,果不其然,当所有的广告与营销都在谈论K12时,就如同在1929年华尔街股市泡沫前夕,<strong>“洛克菲勒与擦鞋童”</strong><strong>的那则故事</strong>。 </p><p> 另一方面,持续攀高的人力成本,人力大战,应届生动辄数十万的薪资成本,其实另一个角度也早就把“游戏”提前透支,榨干了。畸形的高成本运营,本质上早就不符合行业的健康发展。 </p><p> 被套之下,于阳选择了相信与等待。然而,他开玩笑说,“如果蓝翔技校上市了的话,可能是目前最值得价值投资的标的。” </p><p> 不禁想起蓝翔技校校长的那句话:我们蓝翔技校,就是实打实的学本领,不玩虚的,你学挖机就把地挖好,你学厨师就把菜炒好,你学裁缝就把衣服做好,如果你不踏踏实实学本领,那跟清华北大的学生有什么区别?</p><p>(文章来源:港湾商业观察)</p>\n</div></body></html>","source":"eastmoney_highlight","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>老韭记|“双减”落地那夜 我满心欢喜“抄底”了新东方</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n老韭记|“双减”落地那夜 我满心欢喜“抄底”了新东方\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-15 08:22 北京时间 <a href=http://finance.eastmoney.com/a/202109152100138281_0.html><strong>港湾商业观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>编者按:“一个投机者有很多敌人,很多敌人来源于自身,并干扰交易者的思维,一个人或许拥有独特的头脑并终生习惯于独立思考,然而当面对一个极有利的劝诱时仍然是脆弱的。” 这句话出自《股票作手回忆录》,作者杰西利弗莫尔已被全球投资者膜拜近百年。有人称他是美国投机之王,有人奉他为世界第一位牛散,至今华尔街仍旧有无数人将其尊为信仰。。。 在庞大的股票市场与日复一日齿轮般转动的巨量交易面前,单个投资者的...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202109152100138281_0.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0449833ee4bd3e2db783cdd1924d9ddc","relate_stocks":{"EDU":"新东方","09901":"新东方-S"},"source_url":"http://finance.eastmoney.com/a/202109152100138281_0.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167056370","content_text":"编者按:“一个投机者有很多敌人,很多敌人来源于自身,并干扰交易者的思维,一个人或许拥有独特的头脑并终生习惯于独立思考,然而当面对一个极有利的劝诱时仍然是脆弱的。” 这句话出自《股票作手回忆录》,作者杰西利弗莫尔已被全球投资者膜拜近百年。有人称他是美国投机之王,有人奉他为世界第一位牛散,至今华尔街仍旧有无数人将其尊为信仰。。。 在庞大的股票市场与日复一日齿轮般转动的巨量交易面前,单个投资者的渺小总如沧海一粟,微不足道。的确,从资金量的角度,“韭菜”的交易难以撬动任何一家上市公司的股价,“散户血洗华尔街”的美好故事也更像是特定时间下的机缘巧合。 然而,恰恰是这些一个个勇往直前的投资者或投机者才真正形成了市场的规模,市场的情绪,以及市场的预期。 而在我国资本市场,或广义上的投资领域,似乎更多人都已习惯了“韭菜”的称呼,当我们在谈论“韭菜”时到底是在谈论一种情绪,还是自嘲,又或是一种无奈又消极的消遣精神,无论如何,每一个个体命运下的“韭菜”,仍值得时代去关注,去记录。 归根结底,“韭菜”的故事往往能映衬出最真实的股市,股民的众生相聚集在一起,便拼凑出近30年的资本市场史。正如“世界第一牛散”杰西利弗莫尔所言,每一位散户都有来源于自身的“敌人”,《港湾商业观察》将持续推出“老韭记”系列,分享散户值得诉说的故事,记录股市中的点滴。杰西利弗莫尔或许是第一位将股市经历记录在册的“散户”,但他不会是最后一个。 《港湾商业观察》 乔锐 刚刚过去的教师节,一张新东方创始人俞敏洪的长文截图流传开来:每年都会给全体教师写信表示感谢的俞敏洪,今年不敢给老师们写信了,因为很多老师都已失业,并且未来还会有更多的老师从新东方离开。 仅仅数日之后,最新消息是新东方在线副总裁、东方优播CEO朱宇已经决定全面关闭K12业务,并将在扫尾工作结束后,去山区支教1-2年时间。 按照常识,一家上市公司高层接连搞出“大动静”,就像一块块巨石落入湖面一般,将在二级市场造起波浪。但对于新东方来说,其二级市场股价似乎自“双减”落地后,便失去了活力。 “我目前满仓新东方(根据受访者实际交易,此处仅指‘EDU.US’)。俞敏洪发文我有关注,但不会对我的交易策略影响丝毫。”与《港湾商业观察》谈及本次交易,于阳信心满满:“我是7月23日美股开盘当晚建仓新东方的,当天下午看到网传一份‘双减’文件,我就已经做好了‘一把梭’的准备。” 面对目前账面数万元的浮亏,经历过2015年“千股跌停”的于阳表现出前所未有的淡定:“建仓时候都想好了,我要怀着比俞敏洪本人都强烈的信心持有新东方。” 于阳时常和朋友半开玩笑称,这是一只买完之后可以把炒股软件卸载掉,三、五年之后再拿出来提钱的股票。谈到心理预期的收益率,于阳却三缄其口:“各方面经济需求都比较高,涨一步看一步吧。” “老股民”于阳驰骋股海的这些年,被他本人评价为“又上了一次学”:从巴菲特、索罗斯、达里奥,到史蒂夫·尼森、纳西姆·尼古拉斯·塔勒布,无论是价值投资还是技术分析的书籍,都被于阳抱回家里,边读边实践。 “现在倦了,可能是天赋比努力重要吧,我觉得那些知识对我炒股帮助并不大。”对于阳来说,打开他炒股新世界大门的是一本相对较为冷门的书籍,安德烈·科斯托拉尼写的《大投机家》,于阳说,读到“有钱的人,可以投机,钱少的人,不可以投机,根本没钱的人,必须投机”时,他热血沸腾,认为自己必须投机。 新东方,便是他所认定的投机机会。“好多人对投机这个词理解片面,我认为投机就是抓住好公司大跌的时机,然后耐心等待。” 如果非要打破砂锅问到底,于阳买入新东方始于他对俞敏洪的个人崇拜。 6月24日,俞敏洪现身“十三邀”,与许知远交谈中,俞敏洪那句“我确实有某种教育理想,但被生活和工作弄得焦头烂额”,引发了于阳强烈的共鸣:“没有基本面研究,没有技术面分析,买这只股票就是单纯相信俞敏洪个人。” (来源:东方财富) 于阳抄底后第二个交易日,新东方当日跌幅33.79%,随后一直保持着低位横盘的态势。俞敏洪在十三邀中说,“因为怀疑,所以我做新东方不那么带劲”,于阳和《港湾商业观察》说,“因为相信,所以我还会等。” 新东方的阵痛,是教育行业的其中缩影。而今,这个行业似乎普遍流传着:您被裁了吗?您拿到N+了吗?如果您拿到了N+赔偿,那一定要谢天谢地谢东家,这可真是运气好。 近两年来看,数千亿狂飙下的融资额,多少让教育领域的发展呈泡沫趋势,一方面是铺天盖地的营销宣传,以深圳为例,在K12最火的去年与前年,这些教育机构所贡献的户外广告,占据了这个城市大街小巷,烧钱,那可真是烧得凶啊,果不其然,当所有的广告与营销都在谈论K12时,就如同在1929年华尔街股市泡沫前夕,“洛克菲勒与擦鞋童”的那则故事。 另一方面,持续攀高的人力成本,人力大战,应届生动辄数十万的薪资成本,其实另一个角度也早就把“游戏”提前透支,榨干了。畸形的高成本运营,本质上早就不符合行业的健康发展。 被套之下,于阳选择了相信与等待。然而,他开玩笑说,“如果蓝翔技校上市了的话,可能是目前最值得价值投资的标的。” 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