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苏他呢
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$纳指三倍做多ETF(TQQQ)$
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$DiDi Global Inc.(DIDIY)$
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2021-06-21
,哦奥!
满帮考虑IPO定价19美元/ADS,为指引区间顶部
苏他呢
2020-11-18
这算好吗
NIO Q3 Vehicle Sales $628.4M
苏他呢
2020-10-13
这篇文章不错,转发给大家看
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15:40","market":"us","language":"zh","title":"满帮考虑IPO定价19美元/ADS,为指引区间顶部","url":"https://stock-news.laohu8.com/highlight/detail?id=1120945522","media":"老虎资讯综合","summary":"市场消息:满帮集团据悉考虑将美股IPO定价设在指引区间顶部,为19美元/ADS。\n但知情人士表示,最终价格尚未正式确定,公司的计划仍有可能发生变化。\n此前,满帮集团更新的招股书显示,满帮集团拟以17至","content":"<p>市场消息:<a href=\"https://laohu8.com/S/YMM\">满帮</a>集团据悉考虑将美股IPO定价设在指引区间顶部,为19美元/ADS。</p>\n<p>但知情人士表示,最终价格尚未正式确定,公司的计划仍有可能发生变化。</p>\n<p>此前,满帮集团更新的招股书显示,满帮集团拟以17至19美元的每ADS价格发行8250万股美国存托股票,计划通过在美国的首次公开募股筹集不超过16亿美元。</p>\n<p>目前,无法立即联系到满帮集团的一位代表寻求评论。</p>\n<p><b>货运版滴滴</b></p>\n<p>满帮集团在2017年由內地两家货运平台“货车帮”及“运满满”合并而成,是连接货车司机及货主双端用户,通过大数据的智能推荐帮助双方快速完成运输交易的平台。</p>\n<p>该集团在2020年的平台总交易额(GTV)达到1738亿元人民币,是全球最大的数码货运平台。其业务覆盖了全国300多个城市,共完成7170万笔订单,平台上活跃托运人超过130万,并且超过280万卡车司机在平台上完成了运输订单,约占2020年中国1370万重型和中型卡车司机的订单总量的20%。</p>\n<p>财务数据显示,2019年与2020年,满帮集团的总净收入分别为24.7亿元与25.8亿元;净亏损分别为15.2亿元与34.7亿元,经Non-GAAP(非美国通用会计准则)调整后,2019年的净亏损为9.3千万元,2020年实现盈利2.8亿元。<img src=\"https://static.tigerbbs.com/03c8ced6da7f5d05a2b2aaaaa082a815\" tg-width=\"670\" tg-height=\"556\" referrerpolicy=\"no-referrer\"></p>\n<p><b>此次IPO前,软银持有满帮22.2%的股份,为最大机构投资方;红杉中国和全明星投资基金则分别持有7.2%和4.9%的股份,<a href=\"https://laohu8.com/S/00700\">腾讯</a>(00700)也是该公司的股东之一。</b></p>\n<p>值得注意的是,满帮现有股东富达国际有意认购1亿美元,而景顺投资则有意5亿美元的ADS。</p>\n<p>在IPO发行的同时,满帮亦将同步进行私募配售,安大略省教师退休金计划(OTPP)和阿联酋主权财富基金Mubadala将分别认购1亿美元。</p>\n<p>现有股东和知名国际投资机构的加码,在一定程度上体现了全球资本市场对公司商业模式及长期价值的信心。</p>","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>满帮考虑IPO定价19美元/ADS,为指引区间顶部</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满帮考虑IPO定价19美元/ADS,为指引区间顶部\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\">2021-06-21 15:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>市场消息:<a href=\"https://laohu8.com/S/YMM\">满帮</a>集团据悉考虑将美股IPO定价设在指引区间顶部,为19美元/ADS。</p>\n<p>但知情人士表示,最终价格尚未正式确定,公司的计划仍有可能发生变化。</p>\n<p>此前,满帮集团更新的招股书显示,满帮集团拟以17至19美元的每ADS价格发行8250万股美国存托股票,计划通过在美国的首次公开募股筹集不超过16亿美元。</p>\n<p>目前,无法立即联系到满帮集团的一位代表寻求评论。</p>\n<p><b>货运版滴滴</b></p>\n<p>满帮集团在2017年由內地两家货运平台“货车帮”及“运满满”合并而成,是连接货车司机及货主双端用户,通过大数据的智能推荐帮助双方快速完成运输交易的平台。</p>\n<p>该集团在2020年的平台总交易额(GTV)达到1738亿元人民币,是全球最大的数码货运平台。其业务覆盖了全国300多个城市,共完成7170万笔订单,平台上活跃托运人超过130万,并且超过280万卡车司机在平台上完成了运输订单,约占2020年中国1370万重型和中型卡车司机的订单总量的20%。</p>\n<p>财务数据显示,2019年与2020年,满帮集团的总净收入分别为24.7亿元与25.8亿元;净亏损分别为15.2亿元与34.7亿元,经Non-GAAP(非美国通用会计准则)调整后,2019年的净亏损为9.3千万元,2020年实现盈利2.8亿元。<img src=\"https://static.tigerbbs.com/03c8ced6da7f5d05a2b2aaaaa082a815\" tg-width=\"670\" tg-height=\"556\" referrerpolicy=\"no-referrer\"></p>\n<p><b>此次IPO前,软银持有满帮22.2%的股份,为最大机构投资方;红杉中国和全明星投资基金则分别持有7.2%和4.9%的股份,<a href=\"https://laohu8.com/S/00700\">腾讯</a>(00700)也是该公司的股东之一。</b></p>\n<p>值得注意的是,满帮现有股东富达国际有意认购1亿美元,而景顺投资则有意5亿美元的ADS。</p>\n<p>在IPO发行的同时,满帮亦将同步进行私募配售,安大略省教师退休金计划(OTPP)和阿联酋主权财富基金Mubadala将分别认购1亿美元。</p>\n<p>现有股东和知名国际投资机构的加码,在一定程度上体现了全球资本市场对公司商业模式及长期价值的信心。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/376c6b3b601c917b569a3d0c23a510e8","relate_stocks":{"YMM":"满帮"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120945522","content_text":"市场消息:满帮集团据悉考虑将美股IPO定价设在指引区间顶部,为19美元/ADS。\n但知情人士表示,最终价格尚未正式确定,公司的计划仍有可能发生变化。\n此前,满帮集团更新的招股书显示,满帮集团拟以17至19美元的每ADS价格发行8250万股美国存托股票,计划通过在美国的首次公开募股筹集不超过16亿美元。\n目前,无法立即联系到满帮集团的一位代表寻求评论。\n货运版滴滴\n满帮集团在2017年由內地两家货运平台“货车帮”及“运满满”合并而成,是连接货车司机及货主双端用户,通过大数据的智能推荐帮助双方快速完成运输交易的平台。\n该集团在2020年的平台总交易额(GTV)达到1738亿元人民币,是全球最大的数码货运平台。其业务覆盖了全国300多个城市,共完成7170万笔订单,平台上活跃托运人超过130万,并且超过280万卡车司机在平台上完成了运输订单,约占2020年中国1370万重型和中型卡车司机的订单总量的20%。\n财务数据显示,2019年与2020年,满帮集团的总净收入分别为24.7亿元与25.8亿元;净亏损分别为15.2亿元与34.7亿元,经Non-GAAP(非美国通用会计准则)调整后,2019年的净亏损为9.3千万元,2020年实现盈利2.8亿元。\n此次IPO前,软银持有满帮22.2%的股份,为最大机构投资方;红杉中国和全明星投资基金则分别持有7.2%和4.9%的股份,腾讯(00700)也是该公司的股东之一。\n值得注意的是,满帮现有股东富达国际有意认购1亿美元,而景顺投资则有意5亿美元的ADS。\n在IPO发行的同时,满帮亦将同步进行私募配售,安大略省教师退休金计划(OTPP)和阿联酋主权财富基金Mubadala将分别认购1亿美元。\n现有股东和知名国际投资机构的加码,在一定程度上体现了全球资本市场对公司商业模式及长期价值的信心。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307721524,"gmtCreate":1605647671868,"gmtModify":1703838783026,"author":{"id":"3547541106075152","authorId":"3547541106075152","name":"苏他呢","avatar":"https://static.tigerbbs.com/4e3f4d11473de86c2046fccc493a8f70","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547541106075152","authorIdStr":"3547541106075152"},"themes":[],"htmlText":"这算好吗","listText":"这算好吗","text":"这算好吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307721524","repostId":"2084159484","repostType":2,"repost":{"id":"2084159484","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1605650988,"share":"https://www.laohu8.com/m/news/2084159484?lang=&edition=full","pubTime":"2020-11-18 06:09","market":"us","language":"en","title":"NIO Q3 Vehicle Sales $628.4M","url":"https://stock-news.laohu8.com/highlight/detail?id=2084159484","media":"Benzinga","summary":"NIO Q3 Vehicle Sales $628.4M","content":"<html><body><p>NIO Q3 Vehicle Sales $628.4M</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>NIO Q3 Vehicle Sales 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$628.4M</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.benzinga.com/node/18416445","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2084159484","content_text":"NIO Q3 Vehicle Sales 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加油美股,加油半导体!","images":[{"img":"https://static.tigerbbs.com/87024f5a80d61c4d0c9abf5398c77633","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/241786760347736","isVote":1,"tweetType":1,"viewCount":1116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":193043176108224,"gmtCreate":1688139110448,"gmtModify":1688139111461,"author":{"id":"3547541106075152","authorId":"3547541106075152","name":"苏他呢","avatar":"https://static.tigerbbs.com/4e3f4d11473de86c2046fccc493a8f70","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547541106075152","idStr":"3547541106075152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$ </a>这个还可以留吗","listText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$ </a>这个还可以留吗","text":"$DiDi Global Inc.(DIDIY)$ 这个还可以留吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193043176108224","isVote":1,"tweetType":1,"viewCount":1237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":167844613,"gmtCreate":1624262162132,"gmtModify":1624262162132,"author":{"id":"3547541106075152","authorId":"3547541106075152","name":"苏他呢","avatar":"https://static.tigerbbs.com/4e3f4d11473de86c2046fccc493a8f70","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547541106075152","idStr":"3547541106075152"},"themes":[],"htmlText":",哦奥!","listText":",哦奥!","text":",哦奥!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167844613","repostId":"1120945522","repostType":4,"repost":{"id":"1120945522","kind":"news","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":1624261230,"share":"https://www.laohu8.com/m/news/1120945522?lang=&edition=full","pubTime":"2021-06-21 15:40","market":"us","language":"zh","title":"满帮考虑IPO定价19美元/ADS,为指引区间顶部","url":"https://stock-news.laohu8.com/highlight/detail?id=1120945522","media":"老虎资讯综合","summary":"市场消息:满帮集团据悉考虑将美股IPO定价设在指引区间顶部,为19美元/ADS。\n但知情人士表示,最终价格尚未正式确定,公司的计划仍有可能发生变化。\n此前,满帮集团更新的招股书显示,满帮集团拟以17至","content":"<p>市场消息:<a href=\"https://laohu8.com/S/YMM\">满帮</a>集团据悉考虑将美股IPO定价设在指引区间顶部,为19美元/ADS。</p>\n<p>但知情人士表示,最终价格尚未正式确定,公司的计划仍有可能发生变化。</p>\n<p>此前,满帮集团更新的招股书显示,满帮集团拟以17至19美元的每ADS价格发行8250万股美国存托股票,计划通过在美国的首次公开募股筹集不超过16亿美元。</p>\n<p>目前,无法立即联系到满帮集团的一位代表寻求评论。</p>\n<p><b>货运版滴滴</b></p>\n<p>满帮集团在2017年由內地两家货运平台“货车帮”及“运满满”合并而成,是连接货车司机及货主双端用户,通过大数据的智能推荐帮助双方快速完成运输交易的平台。</p>\n<p>该集团在2020年的平台总交易额(GTV)达到1738亿元人民币,是全球最大的数码货运平台。其业务覆盖了全国300多个城市,共完成7170万笔订单,平台上活跃托运人超过130万,并且超过280万卡车司机在平台上完成了运输订单,约占2020年中国1370万重型和中型卡车司机的订单总量的20%。</p>\n<p>财务数据显示,2019年与2020年,满帮集团的总净收入分别为24.7亿元与25.8亿元;净亏损分别为15.2亿元与34.7亿元,经Non-GAAP(非美国通用会计准则)调整后,2019年的净亏损为9.3千万元,2020年实现盈利2.8亿元。<img src=\"https://static.tigerbbs.com/03c8ced6da7f5d05a2b2aaaaa082a815\" tg-width=\"670\" tg-height=\"556\" referrerpolicy=\"no-referrer\"></p>\n<p><b>此次IPO前,软银持有满帮22.2%的股份,为最大机构投资方;红杉中国和全明星投资基金则分别持有7.2%和4.9%的股份,<a href=\"https://laohu8.com/S/00700\">腾讯</a>(00700)也是该公司的股东之一。</b></p>\n<p>值得注意的是,满帮现有股东富达国际有意认购1亿美元,而景顺投资则有意5亿美元的ADS。</p>\n<p>在IPO发行的同时,满帮亦将同步进行私募配售,安大略省教师退休金计划(OTPP)和阿联酋主权财富基金Mubadala将分别认购1亿美元。</p>\n<p>现有股东和知名国际投资机构的加码,在一定程度上体现了全球资本市场对公司商业模式及长期价值的信心。</p>","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>满帮考虑IPO定价19美元/ADS,为指引区间顶部</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n满帮考虑IPO定价19美元/ADS,为指引区间顶部\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\">2021-06-21 15:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>市场消息:<a href=\"https://laohu8.com/S/YMM\">满帮</a>集团据悉考虑将美股IPO定价设在指引区间顶部,为19美元/ADS。</p>\n<p>但知情人士表示,最终价格尚未正式确定,公司的计划仍有可能发生变化。</p>\n<p>此前,满帮集团更新的招股书显示,满帮集团拟以17至19美元的每ADS价格发行8250万股美国存托股票,计划通过在美国的首次公开募股筹集不超过16亿美元。</p>\n<p>目前,无法立即联系到满帮集团的一位代表寻求评论。</p>\n<p><b>货运版滴滴</b></p>\n<p>满帮集团在2017年由內地两家货运平台“货车帮”及“运满满”合并而成,是连接货车司机及货主双端用户,通过大数据的智能推荐帮助双方快速完成运输交易的平台。</p>\n<p>该集团在2020年的平台总交易额(GTV)达到1738亿元人民币,是全球最大的数码货运平台。其业务覆盖了全国300多个城市,共完成7170万笔订单,平台上活跃托运人超过130万,并且超过280万卡车司机在平台上完成了运输订单,约占2020年中国1370万重型和中型卡车司机的订单总量的20%。</p>\n<p>财务数据显示,2019年与2020年,满帮集团的总净收入分别为24.7亿元与25.8亿元;净亏损分别为15.2亿元与34.7亿元,经Non-GAAP(非美国通用会计准则)调整后,2019年的净亏损为9.3千万元,2020年实现盈利2.8亿元。<img src=\"https://static.tigerbbs.com/03c8ced6da7f5d05a2b2aaaaa082a815\" tg-width=\"670\" tg-height=\"556\" referrerpolicy=\"no-referrer\"></p>\n<p><b>此次IPO前,软银持有满帮22.2%的股份,为最大机构投资方;红杉中国和全明星投资基金则分别持有7.2%和4.9%的股份,<a href=\"https://laohu8.com/S/00700\">腾讯</a>(00700)也是该公司的股东之一。</b></p>\n<p>值得注意的是,满帮现有股东富达国际有意认购1亿美元,而景顺投资则有意5亿美元的ADS。</p>\n<p>在IPO发行的同时,满帮亦将同步进行私募配售,安大略省教师退休金计划(OTPP)和阿联酋主权财富基金Mubadala将分别认购1亿美元。</p>\n<p>现有股东和知名国际投资机构的加码,在一定程度上体现了全球资本市场对公司商业模式及长期价值的信心。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/376c6b3b601c917b569a3d0c23a510e8","relate_stocks":{"YMM":"满帮"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120945522","content_text":"市场消息:满帮集团据悉考虑将美股IPO定价设在指引区间顶部,为19美元/ADS。\n但知情人士表示,最终价格尚未正式确定,公司的计划仍有可能发生变化。\n此前,满帮集团更新的招股书显示,满帮集团拟以17至19美元的每ADS价格发行8250万股美国存托股票,计划通过在美国的首次公开募股筹集不超过16亿美元。\n目前,无法立即联系到满帮集团的一位代表寻求评论。\n货运版滴滴\n满帮集团在2017年由內地两家货运平台“货车帮”及“运满满”合并而成,是连接货车司机及货主双端用户,通过大数据的智能推荐帮助双方快速完成运输交易的平台。\n该集团在2020年的平台总交易额(GTV)达到1738亿元人民币,是全球最大的数码货运平台。其业务覆盖了全国300多个城市,共完成7170万笔订单,平台上活跃托运人超过130万,并且超过280万卡车司机在平台上完成了运输订单,约占2020年中国1370万重型和中型卡车司机的订单总量的20%。\n财务数据显示,2019年与2020年,满帮集团的总净收入分别为24.7亿元与25.8亿元;净亏损分别为15.2亿元与34.7亿元,经Non-GAAP(非美国通用会计准则)调整后,2019年的净亏损为9.3千万元,2020年实现盈利2.8亿元。\n此次IPO前,软银持有满帮22.2%的股份,为最大机构投资方;红杉中国和全明星投资基金则分别持有7.2%和4.9%的股份,腾讯(00700)也是该公司的股东之一。\n值得注意的是,满帮现有股东富达国际有意认购1亿美元,而景顺投资则有意5亿美元的ADS。\n在IPO发行的同时,满帮亦将同步进行私募配售,安大略省教师退休金计划(OTPP)和阿联酋主权财富基金Mubadala将分别认购1亿美元。\n现有股东和知名国际投资机构的加码,在一定程度上体现了全球资本市场对公司商业模式及长期价值的信心。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307721524,"gmtCreate":1605647671868,"gmtModify":1703838783026,"author":{"id":"3547541106075152","authorId":"3547541106075152","name":"苏他呢","avatar":"https://static.tigerbbs.com/4e3f4d11473de86c2046fccc493a8f70","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547541106075152","idStr":"3547541106075152"},"themes":[],"htmlText":"这算好吗","listText":"这算好吗","text":"这算好吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307721524","repostId":"2084159484","repostType":2,"repost":{"id":"2084159484","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1605650988,"share":"https://www.laohu8.com/m/news/2084159484?lang=&edition=full","pubTime":"2020-11-18 06:09","market":"us","language":"en","title":"NIO Q3 Vehicle Sales $628.4M","url":"https://stock-news.laohu8.com/highlight/detail?id=2084159484","media":"Benzinga","summary":"NIO Q3 Vehicle Sales $628.4M","content":"<html><body><p>NIO Q3 Vehicle Sales $628.4M</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>NIO Q3 Vehicle Sales $628.4M</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\">\nNIO Q3 Vehicle Sales $628.4M\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2020-11-18 06:09</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>NIO Q3 Vehicle Sales $628.4M</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.benzinga.com/node/18416445","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2084159484","content_text":"NIO Q3 Vehicle Sales $628.4M","news_type":1},"isVote":1,"tweetType":1,"viewCount":1694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309152416,"gmtCreate":1602603174335,"gmtModify":1703827166658,"author":{"id":"3547541106075152","authorId":"3547541106075152","name":"苏他呢","avatar":"https://static.tigerbbs.com/4e3f4d11473de86c2046fccc493a8f70","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547541106075152","idStr":"3547541106075152"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309152416","repostId":"1145668165","repostType":2,"repost":{"id":"1145668165","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业,总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1602551321,"share":"https://www.laohu8.com/m/news/1145668165?lang=&edition=full","pubTime":"2020-10-13 09:08","market":"us","language":"zh","title":"华尔街财报前瞻:科技股“一枝独秀”,银行股或强于预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1145668165","media":"Wind万得","summary":"本周美股企业陆续披露财报,华尔街预计以FAAMG为代表的科技企业将成为唯一实现正增长的领域,而其他行业尽管预期表现不佳,但银行等周期性行业有望看得到回暖迹象。\nFAAMG或实现正增长\n美股三季度财报季","content":"<p>本周美股企业陆续披露财报,华尔街预计以FAAMG为代表的科技企业将成为唯一实现正增长的领域,而其他行业尽管预期表现不佳,但银行等周期性行业有望看得到回暖迹象。</p>\n<p><b>FAAMG或实现正增长</b></p>\n<p>美股三季度财报季拉开帷幕,市场普遍预期标普500指数第三季度每股收益将同比下降21%,第二季度下降32%,第一季度下降15%。</p>\n<p><a href=\"https://laohu8.com/S/GS\">高盛</a>表示,考虑到第四季度的预期14%降幅,我们预计2020年全年每股收益为130美元,同比下降了21%。展望未来,我们预计2021年每股收益将强劲反弹30% 至170美元,然后到2022年增长11%至188美元。换句话说,美股2018年底至2021年底EPS没有增长,尽管自2018年以来股市已经上涨了近40%。</p>\n<p>具体来看,高盛分析师预期标准普尔500指数中最大的5只股票——<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)、<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet(GOOGL.US)和FaceBook(FB.US)——第三季度销售额和每股收益将分别增长13%和1%,而标准普尔500指数的其余股票将分别增长5%和24%。不同指数之间的差距甚至更明显。尽管标准普尔500指数的每股收益预计将下降21%,但市场普遍预测小型股罗素2000指数的收益将下降40%.</p>\n<p>与高盛相比,<a href=\"https://laohu8.com/S/DB\">德意志银行</a>的财报预期基调更为乐观:该投行分析师称,二季度美股远超预期的收益表现提振了前景预期,银行业贷款损失拨备减少、能源行业损失修复,将有望共同推动美股三季度业绩提升。不过该投行分析师担心,财报对美股的影响将被美国内部不确定性事件所抵消。</p>\n<p><img src=\"https://static.tigerbbs.com/c32f9bea39db21dc83a06fced156f311\" tg-width=\"796\" tg-height=\"525\"></p>\n<p>德意志银行表示,三季度标准普尔500每股收益增长率有望从第二季度的同比-32.6%(这是自2008-09年以来最差的)增长到-18.6%。其中,周期性行业预计将继续出现急剧的负增长,带动标准普尔500指数收益的几乎全部下降,防御性行业的收益预计将略微下跌,而大盘成长股和高科技股将略有上升。</p>\n<p>值得注意的是,德意志银行预计三季度美国经济基本面将强劲反弹。市场对第三季度国内生产总值的预测在过去六个月中一直稳定增长,目前为+ 25.3%(季度环比),而第二季度为-31.4%。德意志银行的经济学家认为,第三季度增长率将更高,达到+ 31.8%,而追踪估算的增长率甚至更高(+ 33.3%)。</p>\n<p><b>银行有望业绩修复</b></p>\n<p>美国经济正准备长期复苏,大型银行的收益有望使这一点变得清晰。当卫生事件和封锁政策执行时,银行拨出了数百亿美元来偿还不良贷款,吸收创纪录的存款,从今年开始的混乱局面开始让位于更加稳定的状态。</p>\n<p><a href=\"https://laohu8.com/S/WFC\">富国银行</a>分析师迈克·梅奥(Mike Mayo)表示:“银行的基本健康状况良好。卫生事件对银行业务造成短暂打击,很可能在第二季度达到低点。”</p>\n<p>在今年的前六个月中,四家最大的贷方将其拖欠贷款的准备金增加了一倍以上,市场普遍认为,他们在很大程度上已经预留了足够资金来应对消费者和企业之间的潜在困扰。</p>\n<p><img src=\"https://static.tigerbbs.com/c385afa2e7bd2097aafc04112e44532b\" tg-width=\"796\" tg-height=\"732\"></p>\n<p>没有了增加准备金的压力,银行第三季度的利润应该会高于第二季度。市场预计<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>、花旗集团以及富国银行的每股收益都将较前三个月出现反弹。今年第二季度,整个银行业的净利润较去年同期下降了70%。</p>\n<p>尽管如此,银行业绩仍面临政策压力:利率保持在创纪录的低点附近,这将吞噬银行从放贷中获得的利润。此外,尽管市场预计华尔街投资银行和贸易业务将表现强劲,但不太可能达到第二季度的最高水平。</p>","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>华尔街财报前瞻:科技股“一枝独秀”,银行股或强于预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n华尔街财报前瞻:科技股“一枝独秀”,银行股或强于预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2020-10-13 09:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>本周美股企业陆续披露财报,华尔街预计以FAAMG为代表的科技企业将成为唯一实现正增长的领域,而其他行业尽管预期表现不佳,但银行等周期性行业有望看得到回暖迹象。</p>\n<p><b>FAAMG或实现正增长</b></p>\n<p>美股三季度财报季拉开帷幕,市场普遍预期标普500指数第三季度每股收益将同比下降21%,第二季度下降32%,第一季度下降15%。</p>\n<p><a href=\"https://laohu8.com/S/GS\">高盛</a>表示,考虑到第四季度的预期14%降幅,我们预计2020年全年每股收益为130美元,同比下降了21%。展望未来,我们预计2021年每股收益将强劲反弹30% 至170美元,然后到2022年增长11%至188美元。换句话说,美股2018年底至2021年底EPS没有增长,尽管自2018年以来股市已经上涨了近40%。</p>\n<p>具体来看,高盛分析师预期标准普尔500指数中最大的5只股票——<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)、<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet(GOOGL.US)和FaceBook(FB.US)——第三季度销售额和每股收益将分别增长13%和1%,而标准普尔500指数的其余股票将分别增长5%和24%。不同指数之间的差距甚至更明显。尽管标准普尔500指数的每股收益预计将下降21%,但市场普遍预测小型股罗素2000指数的收益将下降40%.</p>\n<p>与高盛相比,<a href=\"https://laohu8.com/S/DB\">德意志银行</a>的财报预期基调更为乐观:该投行分析师称,二季度美股远超预期的收益表现提振了前景预期,银行业贷款损失拨备减少、能源行业损失修复,将有望共同推动美股三季度业绩提升。不过该投行分析师担心,财报对美股的影响将被美国内部不确定性事件所抵消。</p>\n<p><img src=\"https://static.tigerbbs.com/c32f9bea39db21dc83a06fced156f311\" tg-width=\"796\" tg-height=\"525\"></p>\n<p>德意志银行表示,三季度标准普尔500每股收益增长率有望从第二季度的同比-32.6%(这是自2008-09年以来最差的)增长到-18.6%。其中,周期性行业预计将继续出现急剧的负增长,带动标准普尔500指数收益的几乎全部下降,防御性行业的收益预计将略微下跌,而大盘成长股和高科技股将略有上升。</p>\n<p>值得注意的是,德意志银行预计三季度美国经济基本面将强劲反弹。市场对第三季度国内生产总值的预测在过去六个月中一直稳定增长,目前为+ 25.3%(季度环比),而第二季度为-31.4%。德意志银行的经济学家认为,第三季度增长率将更高,达到+ 31.8%,而追踪估算的增长率甚至更高(+ 33.3%)。</p>\n<p><b>银行有望业绩修复</b></p>\n<p>美国经济正准备长期复苏,大型银行的收益有望使这一点变得清晰。当卫生事件和封锁政策执行时,银行拨出了数百亿美元来偿还不良贷款,吸收创纪录的存款,从今年开始的混乱局面开始让位于更加稳定的状态。</p>\n<p><a href=\"https://laohu8.com/S/WFC\">富国银行</a>分析师迈克·梅奥(Mike Mayo)表示:“银行的基本健康状况良好。卫生事件对银行业务造成短暂打击,很可能在第二季度达到低点。”</p>\n<p>在今年的前六个月中,四家最大的贷方将其拖欠贷款的准备金增加了一倍以上,市场普遍认为,他们在很大程度上已经预留了足够资金来应对消费者和企业之间的潜在困扰。</p>\n<p><img src=\"https://static.tigerbbs.com/c385afa2e7bd2097aafc04112e44532b\" tg-width=\"796\" tg-height=\"732\"></p>\n<p>没有了增加准备金的压力,银行第三季度的利润应该会高于第二季度。市场预计<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>、花旗集团以及富国银行的每股收益都将较前三个月出现反弹。今年第二季度,整个银行业的净利润较去年同期下降了70%。</p>\n<p>尽管如此,银行业绩仍面临政策压力:利率保持在创纪录的低点附近,这将吞噬银行从放贷中获得的利润。此外,尽管市场预计华尔街投资银行和贸易业务将表现强劲,但不太可能达到第二季度的最高水平。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5b3b5e72649367d0aafd9bcbbca9bcd1","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145668165","content_text":"本周美股企业陆续披露财报,华尔街预计以FAAMG为代表的科技企业将成为唯一实现正增长的领域,而其他行业尽管预期表现不佳,但银行等周期性行业有望看得到回暖迹象。\nFAAMG或实现正增长\n美股三季度财报季拉开帷幕,市场普遍预期标普500指数第三季度每股收益将同比下降21%,第二季度下降32%,第一季度下降15%。\n高盛表示,考虑到第四季度的预期14%降幅,我们预计2020年全年每股收益为130美元,同比下降了21%。展望未来,我们预计2021年每股收益将强劲反弹30% 至170美元,然后到2022年增长11%至188美元。换句话说,美股2018年底至2021年底EPS没有增长,尽管自2018年以来股市已经上涨了近40%。\n具体来看,高盛分析师预期标准普尔500指数中最大的5只股票——苹果(AAPL.US)、微软(MSFT.US)、亚马逊(AMZN.US)、谷歌母公司Alphabet(GOOGL.US)和FaceBook(FB.US)——第三季度销售额和每股收益将分别增长13%和1%,而标准普尔500指数的其余股票将分别增长5%和24%。不同指数之间的差距甚至更明显。尽管标准普尔500指数的每股收益预计将下降21%,但市场普遍预测小型股罗素2000指数的收益将下降40%.\n与高盛相比,德意志银行的财报预期基调更为乐观:该投行分析师称,二季度美股远超预期的收益表现提振了前景预期,银行业贷款损失拨备减少、能源行业损失修复,将有望共同推动美股三季度业绩提升。不过该投行分析师担心,财报对美股的影响将被美国内部不确定性事件所抵消。\n\n德意志银行表示,三季度标准普尔500每股收益增长率有望从第二季度的同比-32.6%(这是自2008-09年以来最差的)增长到-18.6%。其中,周期性行业预计将继续出现急剧的负增长,带动标准普尔500指数收益的几乎全部下降,防御性行业的收益预计将略微下跌,而大盘成长股和高科技股将略有上升。\n值得注意的是,德意志银行预计三季度美国经济基本面将强劲反弹。市场对第三季度国内生产总值的预测在过去六个月中一直稳定增长,目前为+ 25.3%(季度环比),而第二季度为-31.4%。德意志银行的经济学家认为,第三季度增长率将更高,达到+ 31.8%,而追踪估算的增长率甚至更高(+ 33.3%)。\n银行有望业绩修复\n美国经济正准备长期复苏,大型银行的收益有望使这一点变得清晰。当卫生事件和封锁政策执行时,银行拨出了数百亿美元来偿还不良贷款,吸收创纪录的存款,从今年开始的混乱局面开始让位于更加稳定的状态。\n富国银行分析师迈克·梅奥(Mike Mayo)表示:“银行的基本健康状况良好。卫生事件对银行业务造成短暂打击,很可能在第二季度达到低点。”\n在今年的前六个月中,四家最大的贷方将其拖欠贷款的准备金增加了一倍以上,市场普遍认为,他们在很大程度上已经预留了足够资金来应对消费者和企业之间的潜在困扰。\n\n没有了增加准备金的压力,银行第三季度的利润应该会高于第二季度。市场预计摩根大通、美国银行、花旗集团以及富国银行的每股收益都将较前三个月出现反弹。今年第二季度,整个银行业的净利润较去年同期下降了70%。\n尽管如此,银行业绩仍面临政策压力:利率保持在创纪录的低点附近,这将吞噬银行从放贷中获得的利润。此外,尽管市场预计华尔街投资银行和贸易业务将表现强劲,但不太可能达到第二季度的最高水平。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2006,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}