糖卜甜的个人主页 - 老虎社区

糖卜甜

糖卜甜

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2021-12-24

服软了服软了，国家队进来开始起飞🛫

中国信达：出资60亿元认购重庆蚂蚁消费金融公司20％股权

2021-10-02

$Moderna, Inc.(MRNA)$今天超短的盛宴

2021-08-31

$高途(GOTU)$你要是能蹭上课后两个钟的风口你还能反弹反弹，😂😂😂😂

2021-08-27

$逸仙电商(YSG)$明天没人拉的话这个也就快废了

2021-08-26

前几天拉涨这么多了，这是准备出货的节奏啊

私有化有新消息！欢聚美股盘前拉涨超11%

2021-08-25

$特步国际(01368)$呜呜，大腿锤爆，，，当初的两块啊

2021-08-14

看这一百万股的放量，应该是有很多人凉凉了，😂😂😂

2021-08-13

$爱奇艺(IQ)$牛逼克拉斯啊，这是**散户只要股东的节奏啊🙀

2021-08-12

$爱奇艺(IQ)$亏成🐶了，😂😂😂

2021-08-10

$腾讯控股(00700)$一手试试水😂😂😂

2021-08-06

$滴滴(DIDI)$据媒体报道，一家中国新经济公司可能因涉嫌滥用市场支配地位倍处以约10亿美元的罚款，该处罚可能在未来几周宣布，，，，这是谁⊙ω⊙

2021-08-05

$快手-W(01024)$你是快手吗？不是，你是快走

2021-08-05

海外都要关闭了，你还嘟嘟嘟嘟嘟嘟的，🤣🤣

股票解禁前夜，跟快手几位员工聊了聊：走，还是留？

2020-12-30

利好芯片

抱歉，原内容已删除

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18:32","market":"hk","language":"zh","title":"中国信达：出资60亿元认购重庆蚂蚁消费金融公司20％股权","url":"https://stock-news.laohu8.com/highlight/detail?id=1192901665","media":"华尔街见闻","summary":"增资事项完成后，重庆蚂蚁消费金融的注册资本将由人民币80亿元增加至人民币300亿元。","content":"<p><a href=\"https://laohu8.com/S/01359\">中国信达</a>资产管理股份有限公司周五发布公告称，将出资60亿元认购重庆蚂蚁消费金融有限公司20％股份权益。</p>\n<p><img src=\"https://static.tigerbbs.com/4d373141e7cc06ec11eed3e97100fb1b\" tg-width=\"741\" tg-height=\"405\" referrerpolicy=\"no-referrer\"></p>\n<p>中国信达在公告中表示，根据股权认购协议，重庆蚂蚁消费金融有限公司向全体增资认购方增发注册资本人民币220亿元。中国信达将出资人民币60亿元，以现金方式认购目标公司20.000%股份权益。增资事项完成后，重庆蚂蚁消费金融的注册资本将由人民币80亿元增加至人民币300亿元，中国信达将持有目标公司24.003%股份权益（公司已收购南商行）。其他增资认购方还包括<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>、 <a href=\"https://laohu8.com/S/002223\">鱼跃医疗</a>、舜宇光学 、博冠科技及渝富资本。</p>\n<p><img src=\"https://static.tigerbbs.com/68804f81f406a1132c3d644484e464c3\" tg-width=\"598\" tg-height=\"482\" 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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中国信达：出资60亿元认购重庆蚂蚁消费金融公司20％股权\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-24 18:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3648133><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中国信达资产管理股份有限公司周五发布公告称，将出资60亿元认购重庆蚂蚁消费金融有限公司20％股份权益。\n\n中国信达在公告中表示，根据股权认购协议，重庆蚂蚁消费金融有限公司向全体增资认购方增发注册资本人民币220亿元。中国信达将出资人民币60亿元，以现金方式认购目标公司20.000%股份权益。增资事项完成后，重庆蚂蚁消费金融的注册资本将由人民币80亿元增加至人民币300亿元，中国信达将持有目标公司...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3648133\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f51a4f5e0237319310c04b3cf46eaec1","relate_stocks":{"01359":"中国信达"},"source_url":"https://wallstreetcn.com/articles/3648133","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1192901665","content_text":"中国信达资产管理股份有限公司周五发布公告称，将出资60亿元认购重庆蚂蚁消费金融有限公司20％股份权益。\n\n中国信达在公告中表示，根据股权认购协议，重庆蚂蚁消费金融有限公司向全体增资认购方增发注册资本人民币220亿元。中国信达将出资人民币60亿元，以现金方式认购目标公司20.000%股份权益。增资事项完成后，重庆蚂蚁消费金融的注册资本将由人民币80亿元增加至人民币300亿元，中国信达将持有目标公司24.003%股份权益（公司已收购南商行）。其他增资认购方还包括蚂蚁集团、 鱼跃医疗、舜宇光学 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href=\"https://laohu8.com/S/YSG\">$逸仙电商(YSG)$</a>明天没人拉的话这个也就快废了","text":"$逸仙电商(YSG)$明天没人拉的话这个也就快废了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810442215","isVote":1,"tweetType":1,"viewCount":701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":810606539,"gmtCreate":1629968352821,"gmtModify":1633681119907,"author":{"id":"3553366371374533","authorId":"3553366371374533","name":"糖卜甜","avatar":"https://static.tigerbbs.com/65171a27795bc5cc7ce3438919e77bc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553366371374533","authorIdStr":"3553366371374533"},"themes":[],"htmlText":"前几天拉涨这么多了，这是准备出货的节奏啊","listText":"前几天拉涨这么多了，这是准备出货的节奏啊","text":"前几天拉涨这么多了，这是准备出货的节奏啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/810606539","repostId":"1185355017","repostType":2,"repost":{"id":"1185355017","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":1629967546,"share":"https://www.laohu8.com/m/news/1185355017?lang=&edition=full","pubTime":"2021-08-26 16:45","market":"hk","language":"zh","title":"私有化有新消息！欢聚美股盘前拉涨超11%","url":"https://stock-news.laohu8.com/highlight/detail?id=1185355017","media":"老虎资讯综合","summary":"8月26日，市场消息：欢聚集团董事长李学凌和小米集团创始人雷军计划将欢聚集团私有化，估值可能达80亿美元。这两个大股东计划以每股75-100美元左右的价格将欢聚集团私有化。\n受此消息影响，欢聚美股盘前","content":"<p>8月26日，市场消息：<a href=\"https://laohu8.com/S/YY\">欢聚集团</a>董事长李学凌和小米集团创始人雷军计划将欢聚集团私有化，估值可能达80亿美元。这两个大股东计划以每股75-100美元左右的价格将欢聚集团私有化。</p>\n<p>受此消息影响，欢聚美股盘前直线拉涨，涨超11%。</p>\n<p><img src=\"https://static.tigerbbs.com/478444f86899f7978ec838d6c6e608dd\" tg-width=\"899\" tg-height=\"894\" referrerpolicy=\"no-referrer\"></p>\n<p>资料显示2005 年，李学凌辞去网易总编辑的职位，创办多玩游戏网，雷军以天使投资人的身份投资 100 万美元。2012 年 6 月，李学凌整合多玩游戏网的核心业务，公司更名为欢聚时代，成功在纳斯达克上市。2021 年福布斯全球富豪榜上，李学凌以 23 亿美元的财富位列第 1362 名。作为天使投资人之一的雷军也获得了丰厚的投资回报。</p>\n<p>8 月 19 日，欢聚时代发布 2021 年第二季度财报。第二季度，欢聚时代净营收为 6.62 亿美元，同比增长 39.7%。营收增长的主要原因是 BOGI 直播收入增加。第二季度，直播营收为 6.3 亿美元，同比增长 39.7%; 其他营收为 3210 万美元，同比增长 40.3%。期内，净亏损为 1.13 亿美元，上一年同期录得净利润 9.8 亿元; 来自持续经营的摊薄每 ADS 净亏损为 1.43 美元，上一年同期为 0.39 美元。</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>私有化有新消息！欢聚美股盘前拉涨超11%</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{ 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n私有化有新消息！欢聚美股盘前拉涨超11%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-26 16:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月26日，市场消息：<a href=\"https://laohu8.com/S/YY\">欢聚集团</a>董事长李学凌和小米集团创始人雷军计划将欢聚集团私有化，估值可能达80亿美元。这两个大股东计划以每股75-100美元左右的价格将欢聚集团私有化。</p>\n<p>受此消息影响，欢聚美股盘前直线拉涨，涨超11%。</p>\n<p><img src=\"https://static.tigerbbs.com/478444f86899f7978ec838d6c6e608dd\" tg-width=\"899\" tg-height=\"894\" referrerpolicy=\"no-referrer\"></p>\n<p>资料显示2005 年，李学凌辞去网易总编辑的职位，创办多玩游戏网，雷军以天使投资人的身份投资 100 万美元。2012 年 6 月，李学凌整合多玩游戏网的核心业务，公司更名为欢聚时代，成功在纳斯达克上市。2021 年福布斯全球富豪榜上，李学凌以 23 亿美元的财富位列第 1362 名。作为天使投资人之一的雷军也获得了丰厚的投资回报。</p>\n<p>8 月 19 日，欢聚时代发布 2021 年第二季度财报。第二季度，欢聚时代净营收为 6.62 亿美元，同比增长 39.7%。营收增长的主要原因是 BOGI 直播收入增加。第二季度，直播营收为 6.3 亿美元，同比增长 39.7%; 其他营收为 3210 万美元，同比增长 40.3%。期内，净亏损为 1.13 亿美元，上一年同期录得净利润 9.8 亿元; 来自持续经营的摊薄每 ADS 净亏损为 1.43 美元，上一年同期为 0.39 美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"01810":"小米集团-W","KC":"金山云","YY":"欢聚集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185355017","content_text":"8月26日，市场消息：欢聚集团董事长李学凌和小米集团创始人雷军计划将欢聚集团私有化，估值可能达80亿美元。这两个大股东计划以每股75-100美元左右的价格将欢聚集团私有化。\n受此消息影响，欢聚美股盘前直线拉涨，涨超11%。\n\n资料显示2005 年，李学凌辞去网易总编辑的职位，创办多玩游戏网，雷军以天使投资人的身份投资 100 万美元。2012 年 6 月，李学凌整合多玩游戏网的核心业务，公司更名为欢聚时代，成功在纳斯达克上市。2021 年福布斯全球富豪榜上，李学凌以 23 亿美元的财富位列第 1362 名。作为天使投资人之一的雷军也获得了丰厚的投资回报。\n8 月 19 日，欢聚时代发布 2021 年第二季度财报。第二季度，欢聚时代净营收为 6.62 亿美元，同比增长 39.7%。营收增长的主要原因是 BOGI 直播收入增加。第二季度，直播营收为 6.3 亿美元，同比增长 39.7%; 其他营收为 3210 万美元，同比增长 40.3%。期内，净亏损为 1.13 亿美元，上一年同期录得净利润 9.8 亿元; 来自持续经营的摊薄每 ADS 净亏损为 1.43 美元，上一年同期为 0.39 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href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>据媒体报道，一家中国新经济公司可能因涉嫌滥用市场支配地位倍处以约10亿美元的罚款，该处罚可能在未来几周宣布，，，，这是谁⊙ω⊙","text":"$滴滴(DIDI)$据媒体报道，一家中国新经济公司可能因涉嫌滥用市场支配地位倍处以约10亿美元的罚款，该处罚可能在未来几周宣布，，，，这是谁⊙ω⊙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/893818131","isVote":1,"tweetType":1,"viewCount":3609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":899063812,"gmtCreate":1628143266536,"gmtModify":1633753168118,"author":{"id":"3553366371374533","authorId":"3553366371374533","name":"糖卜甜","avatar":"https://static.tigerbbs.com/65171a27795bc5cc7ce3438919e77bc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553366371374533","authorIdStr":"3553366371374533"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>你是快手吗？不是，你是快走","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>你是快手吗？不是，你是快走","text":"$快手-W(01024)$你是快手吗？不是，你是快走","images":[{"img":"https://static.tigerbbs.com/df973f7fe615a37abfd30e166af56e9b","width":"1080","height":"2280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/899063812","isVote":1,"tweetType":1,"viewCount":1082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":899096927,"gmtCreate":1628139997869,"gmtModify":1633753190331,"author":{"id":"3553366371374533","authorId":"3553366371374533","name":"糖卜甜","avatar":"https://static.tigerbbs.com/65171a27795bc5cc7ce3438919e77bc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553366371374533","authorIdStr":"3553366371374533"},"themes":[],"htmlText":"海外都要关闭了，你还嘟嘟嘟嘟嘟嘟的，🤣🤣","listText":"海外都要关闭了，你还嘟嘟嘟嘟嘟嘟的，🤣🤣","text":"海外都要关闭了，你还嘟嘟嘟嘟嘟嘟的，🤣🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899096927","repostId":"1189214910","repostType":2,"repost":{"id":"1189214910","pubTimestamp":1628081110,"share":"https://www.laohu8.com/m/news/1189214910?lang=&edition=full","pubTime":"2021-08-04 20:45","market":"hk","language":"zh","title":"股票解禁前夜，跟快手几位员工聊了聊：走，还是留？","url":"https://stock-news.laohu8.com/highlight/detail?id=1189214910","media":"开柒","summary":"解禁后怎么处理股票，既要对现实回报进行考量，也要个人对公司发展趋势做出预判。","content":"<p>话说，最近好多互联网大厂都处于风口浪尖，股价震荡，员工们也都有些心有戚戚然。而其中，快手的童鞋们估计也是纠结的代表——眼看着禁售期马上结束了，但当前的快手股价却远不及预期。</p>\n<p>当然，快手的下跌也不是个例，大环境如此嘛。环顾互联网行业整体，从二级市场的反馈来看并不平静。7月27日，恒生指数下跌超过4%，互联网股集中的恒生科技指数大跌7.97%，创出该指数发布以来史上最大单日跌幅。</p>\n<p><img src=\"https://static.tigerbbs.com/8ce7fc1c88b321e90886c2b7c303250b\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>八姐恰好有几个在快手的盆友，俺也趁机安慰了一下他们。有的快手盆友说，说不郁闷是假的。毕竟，在业务基本面稳定的情况下，总觉得快手应该匹配更好的市值，万万没想到市场的降温来得这么快。</p>\n<p>不过，几乎八姐询问的所有童鞋都说，他们并不着急卖股票，毕竟，现在快手的股价低得超过了他们心理预期，基于对公司中长期发展的预判，可以再等等。</p>\n<p>当然，也有快手的盆友过来纠结的问八姐：你说，公司股价不会一路再向下吧？八姐也不是神仙，不过，俺觉得吧，正常来说，所有的美股和港股上市公司都会有“解禁低迷期”，也就是说，在180天的解禁前后，会出现股价的低迷，甚至这种低迷会持续到解禁后的半年。但只要公司基本面向好，长期来看，公司股价仍有上涨空间。</p>\n<p><img src=\"https://static.tigerbbs.com/ee90e1cd21c433c51583304cc9925217\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>以同样在港股上市的小米为例，小米是2018年7月9日上市的，当时发行价18港元，而到了半年后的解禁日，小米股价创下上市以来新低，以11.1港元收盘，解禁次日，盘中触及上市以来股价最低点9.44港币。甚至，在随后的整个2019年一整年，股价继续低迷。八姐记得，当时俺跟小米的童鞋吃饭，一大揶揄的话题就是，你看看，你拼死拼活的好几年996，拿到的股票还不够在北五环买个房子的。</p>\n<p>但小米在去年开始了猛涨，一度较发行价涨了一倍多，即便近期股价调整后，也较发行价高出50%。所以，八姐觉得，不要郁闷，只要拿得住股票，做价值投资，没准哪天你又赚大了。</p>\n<p><img src=\"https://static.tigerbbs.com/ba2e3e1ba204d89af7c2afa60b0be6bd\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>（小米股价走势图）</p>\n<p>而且就快手的员工股票而言，参照IPO时的招股书信息来看（除高管外的普通员工）约有7015名普通员工，获得4.23亿股购股权，平均下来每人约可获得6万股的回报，即便是按照现在的股价，那平均每人也是超过500万元。考虑到归属时间、离职等因素导致的未完全归属情形，解禁后并不意味着这些股票马上就能变现，但长期来看，仍是一笔比较可观的回报。所以，别着急。</p>\n<p>从外界对快手二季度的业绩预期来看，当前快手处在用户增长淡季，&nbsp;&nbsp;营销费用预计仍会维持在较高水平。但与此同时，八姐觉得，还应当拉长时间线向后看。</p>\n<p>比如，在用户增长方面，快手二季度活跃用户增长放缓可能与一季度春节拉新增长高强相关，但在第三季度，快手在奥运方面的投入可能令其获得更多的新增用户。</p>\n<p><img src=\"https://static.tigerbbs.com/5082e7fab8a2404dedc71564b576fba6\" tg-width=\"1080\" tg-height=\"1045\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>再比如，快手的电商、广告业务发展的巨大增长潜力。投行杰富瑞（Jeffries）就在研报中指出，从长期发展来看，公域的扩容十分关键。受益于线上营销及电商业务的强劲增长动力，预计快手二季度总收入同比将增长44%至186亿元人民币。今年一季度，快手财报数据显示，线上营销服务收入为86亿元，对总收入的贡献占比首次超过50%。这一趋势有望在二季度延续。</p>\n<p>另外，快手的海外增长也值得关注，尽管快手在海外部分的投入，被不少分析者认为令快手亏损扩大，但在对快手整体价值进行预估的时候，不少人却忽略了海外的成长空间。中金等机构分析认为，当前海外短视频渗透率不及国内，面临相对宽松的竞争环境，快手将因地制宜，通过特定内容矩阵吸引目标用户，并基于内容实现“破圈”。</p>\n<p>总之，八姐觉得吧，解禁后怎么处理股票，既要对现实回报进行考量，也要个人对公司发展趋势做出预判。</p>\n<p>不久前，QM刚刚发布了半年报告，截止2021年6月，短视频APP行业月活跃用户规模排名中，抖音、快手、快手极速版、抖音极速版分别占据前四。在一个非“赢家通吃”的竞争市场，快手的机会还是很大的。</p>\n<p>受到市场传言等各种因素影响，快手当前的市值仅为580亿美元上下，八姐认为，这个价格真心不算高啊。对于快手的童鞋来说，说不定一年后再来看，把股票留着才是一个正确的决定。</p>","source":"kq","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\" 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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股票解禁前夜，跟快手几位员工聊了聊：走，还是留？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 20:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/MfeBQziNmMjdX-4YH8ByPQ><strong>开柒</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>话说，最近好多互联网大厂都处于风口浪尖，股价震荡，员工们也都有些心有戚戚然。而其中，快手的童鞋们估计也是纠结的代表——眼看着禁售期马上结束了，但当前的快手股价却远不及预期。\n当然，快手的下跌也不是个例，大环境如此嘛。环顾互联网行业整体，从二级市场的反馈来看并不平静。7月27日，恒生指数下跌超过4%，互联网股集中的恒生科技指数大跌7.97%，创出该指数发布以来史上最大单日跌幅。\n\n八姐恰好有几个在...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/MfeBQziNmMjdX-4YH8ByPQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3755fdda80ee4878d06bf1bcbfdbf496","relate_stocks":{"01024":"快手-W"},"source_url":"https://mp.weixin.qq.com/s/MfeBQziNmMjdX-4YH8ByPQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189214910","content_text":"话说，最近好多互联网大厂都处于风口浪尖，股价震荡，员工们也都有些心有戚戚然。而其中，快手的童鞋们估计也是纠结的代表——眼看着禁售期马上结束了，但当前的快手股价却远不及预期。\n当然，快手的下跌也不是个例，大环境如此嘛。环顾互联网行业整体，从二级市场的反馈来看并不平静。7月27日，恒生指数下跌超过4%，互联网股集中的恒生科技指数大跌7.97%，创出该指数发布以来史上最大单日跌幅。\n\n八姐恰好有几个在快手的盆友，俺也趁机安慰了一下他们。有的快手盆友说，说不郁闷是假的。毕竟，在业务基本面稳定的情况下，总觉得快手应该匹配更好的市值，万万没想到市场的降温来得这么快。\n不过，几乎八姐询问的所有童鞋都说，他们并不着急卖股票，毕竟，现在快手的股价低得超过了他们心理预期，基于对公司中长期发展的预判，可以再等等。\n当然，也有快手的盆友过来纠结的问八姐：你说，公司股价不会一路再向下吧？八姐也不是神仙，不过，俺觉得吧，正常来说，所有的美股和港股上市公司都会有“解禁低迷期”，也就是说，在180天的解禁前后，会出现股价的低迷，甚至这种低迷会持续到解禁后的半年。但只要公司基本面向好，长期来看，公司股价仍有上涨空间。\n\n以同样在港股上市的小米为例，小米是2018年7月9日上市的，当时发行价18港元，而到了半年后的解禁日，小米股价创下上市以来新低，以11.1港元收盘，解禁次日，盘中触及上市以来股价最低点9.44港币。甚至，在随后的整个2019年一整年，股价继续低迷。八姐记得，当时俺跟小米的童鞋吃饭，一大揶揄的话题就是，你看看，你拼死拼活的好几年996，拿到的股票还不够在北五环买个房子的。\n但小米在去年开始了猛涨，一度较发行价涨了一倍多，即便近期股价调整后，也较发行价高出50%。所以，八姐觉得，不要郁闷，只要拿得住股票，做价值投资，没准哪天你又赚大了。\n\n（小米股价走势图）\n而且就快手的员工股票而言，参照IPO时的招股书信息来看（除高管外的普通员工）约有7015名普通员工，获得4.23亿股购股权，平均下来每人约可获得6万股的回报，即便是按照现在的股价，那平均每人也是超过500万元。考虑到归属时间、离职等因素导致的未完全归属情形，解禁后并不意味着这些股票马上就能变现，但长期来看，仍是一笔比较可观的回报。所以，别着急。\n从外界对快手二季度的业绩预期来看，当前快手处在用户增长淡季，  营销费用预计仍会维持在较高水平。但与此同时，八姐觉得，还应当拉长时间线向后看。\n比如，在用户增长方面，快手二季度活跃用户增长放缓可能与一季度春节拉新增长高强相关，但在第三季度，快手在奥运方面的投入可能令其获得更多的新增用户。\n\n再比如，快手的电商、广告业务发展的巨大增长潜力。投行杰富瑞（Jeffries）就在研报中指出，从长期发展来看，公域的扩容十分关键。受益于线上营销及电商业务的强劲增长动力，预计快手二季度总收入同比将增长44%至186亿元人民币。今年一季度，快手财报数据显示，线上营销服务收入为86亿元，对总收入的贡献占比首次超过50%。这一趋势有望在二季度延续。\n另外，快手的海外增长也值得关注，尽管快手在海外部分的投入，被不少分析者认为令快手亏损扩大，但在对快手整体价值进行预估的时候，不少人却忽略了海外的成长空间。中金等机构分析认为，当前海外短视频渗透率不及国内，面临相对宽松的竞争环境，快手将因地制宜，通过特定内容矩阵吸引目标用户，并基于内容实现“破圈”。\n总之，八姐觉得吧，解禁后怎么处理股票，既要对现实回报进行考量，也要个人对公司发展趋势做出预判。\n不久前，QM刚刚发布了半年报告，截止2021年6月，短视频APP行业月活跃用户规模排名中，抖音、快手、快手极速版、抖音极速版分别占据前四。在一个非“赢家通吃”的竞争市场，快手的机会还是很大的。\n受到市场传言等各种因素影响，快手当前的市值仅为580亿美元上下，八姐认为，这个价格真心不算高啊。对于快手的童鞋来说，说不定一年后再来看，把股票留着才是一个正确的决定。","news_type":1},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333494825,"gmtCreate":1609334040567,"gmtModify":1703738843249,"author":{"id":"3553366371374533","authorId":"3553366371374533","name":"糖卜甜","avatar":"https://static.tigerbbs.com/65171a27795bc5cc7ce3438919e77bc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553366371374533","authorIdStr":"3553366371374533"},"themes":[],"htmlText":"利好芯片","listText":"利好芯片","text":"利好芯片","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/333494825","repostId":"1131234588","repostType":4,"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":893818131,"gmtCreate":1628254357623,"gmtModify":1633752228880,"author":{"id":"3553366371374533","authorId":"3553366371374533","name":"糖卜甜","avatar":"https://static.tigerbbs.com/65171a27795bc5cc7ce3438919e77bc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553366371374533","authorIdStr":"3553366371374533"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>据媒体报道，一家中国新经济公司可能因涉嫌滥用市场支配地位倍处以约10亿美元的罚款，该处罚可能在未来几周宣布，，，，这是谁⊙ω⊙","listText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>据媒体报道，一家中国新经济公司可能因涉嫌滥用市场支配地位倍处以约10亿美元的罚款，该处罚可能在未来几周宣布，，，，这是谁⊙ω⊙","text":"$滴滴(DIDI)$据媒体报道，一家中国新经济公司可能因涉嫌滥用市场支配地位倍处以约10亿美元的罚款，该处罚可能在未来几周宣布，，，，这是谁⊙ω⊙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/893818131","isVote":1,"tweetType":1,"viewCount":3609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":899063812,"gmtCreate":1628143266536,"gmtModify":1633753168118,"author":{"id":"3553366371374533","authorId":"3553366371374533","name":"糖卜甜","avatar":"https://static.tigerbbs.com/65171a27795bc5cc7ce3438919e77bc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553366371374533","authorIdStr":"3553366371374533"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>你是快手吗？不是，你是快走","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>你是快手吗？不是，你是快走","text":"$快手-W(01024)$你是快手吗？不是，你是快走","images":[{"img":"https://static.tigerbbs.com/df973f7fe615a37abfd30e166af56e9b","width":"1080","height":"2280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/899063812","isVote":1,"tweetType":1,"viewCount":1082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":894905006,"gmtCreate":1628780504605,"gmtModify":1631885159674,"author":{"id":"3553366371374533","authorId":"3553366371374533","name":"糖卜甜","avatar":"https://static.tigerbbs.com/65171a27795bc5cc7ce3438919e77bc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553366371374533","authorIdStr":"3553366371374533"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a>亏成🐶了，😂😂😂","listText":"<a 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18:32","market":"hk","language":"zh","title":"中国信达：出资60亿元认购重庆蚂蚁消费金融公司20％股权","url":"https://stock-news.laohu8.com/highlight/detail?id=1192901665","media":"华尔街见闻","summary":"增资事项完成后，重庆蚂蚁消费金融的注册资本将由人民币80亿元增加至人民币300亿元。","content":"<p><a href=\"https://laohu8.com/S/01359\">中国信达</a>资产管理股份有限公司周五发布公告称，将出资60亿元认购重庆蚂蚁消费金融有限公司20％股份权益。</p>\n<p><img src=\"https://static.tigerbbs.com/4d373141e7cc06ec11eed3e97100fb1b\" tg-width=\"741\" tg-height=\"405\" referrerpolicy=\"no-referrer\"></p>\n<p>中国信达在公告中表示，根据股权认购协议，重庆蚂蚁消费金融有限公司向全体增资认购方增发注册资本人民币220亿元。中国信达将出资人民币60亿元，以现金方式认购目标公司20.000%股份权益。增资事项完成后，重庆蚂蚁消费金融的注册资本将由人民币80亿元增加至人民币300亿元，中国信达将持有目标公司24.003%股份权益（公司已收购南商行）。其他增资认购方还包括<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>、 <a href=\"https://laohu8.com/S/002223\">鱼跃医疗</a>、舜宇光学 、博冠科技及渝富资本。</p>\n<p><img src=\"https://static.tigerbbs.com/68804f81f406a1132c3d644484e464c3\" tg-width=\"598\" tg-height=\"482\" referrerpolicy=\"no-referrer\"></p>\n<p>中国信达表示，在消费需求增长、监管体系日趋完善的背景下，消费金融产业规模持续扩大，金融科技运用使得技术驱动金融创新。通过参与增资事项，公司可以与业内最为领先的消费金融服务提供者建立紧密的合作关系，并在客户共用、金融科技、金融全产业链服务等方面取长补短、互利共赢。</p>\n<p>公开资料显示，重庆蚂蚁消费金融有限公司于2021年6月成立，现有注册资本为人民币80亿元。主营业务为发放个人消费贷款，接受股东境内子公司及境内股东的存款，向境内金融机构借款，经批准发行金融债券，境内同业拆借，与消费金融相关的谘询、代理业务，代理销售与消费贷款相关的保险产品，固定收益类证券投资业务等。</p>","source":"highlight_wallstreetcn","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>中国信达：出资60亿元认购重庆蚂蚁消费金融公司20％股权</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中国信达：出资60亿元认购重庆蚂蚁消费金融公司20％股权\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-24 18:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3648133><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中国信达资产管理股份有限公司周五发布公告称，将出资60亿元认购重庆蚂蚁消费金融有限公司20％股份权益。\n\n中国信达在公告中表示，根据股权认购协议，重庆蚂蚁消费金融有限公司向全体增资认购方增发注册资本人民币220亿元。中国信达将出资人民币60亿元，以现金方式认购目标公司20.000%股份权益。增资事项完成后，重庆蚂蚁消费金融的注册资本将由人民币80亿元增加至人民币300亿元，中国信达将持有目标公司...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3648133\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f51a4f5e0237319310c04b3cf46eaec1","relate_stocks":{"01359":"中国信达"},"source_url":"https://wallstreetcn.com/articles/3648133","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1192901665","content_text":"中国信达资产管理股份有限公司周五发布公告称，将出资60亿元认购重庆蚂蚁消费金融有限公司20％股份权益。\n\n中国信达在公告中表示，根据股权认购协议，重庆蚂蚁消费金融有限公司向全体增资认购方增发注册资本人民币220亿元。中国信达将出资人民币60亿元，以现金方式认购目标公司20.000%股份权益。增资事项完成后，重庆蚂蚁消费金融的注册资本将由人民币80亿元增加至人民币300亿元，中国信达将持有目标公司24.003%股份权益（公司已收购南商行）。其他增资认购方还包括蚂蚁集团、 鱼跃医疗、舜宇光学 、博冠科技及渝富资本。\n\n中国信达表示，在消费需求增长、监管体系日趋完善的背景下，消费金融产业规模持续扩大，金融科技运用使得技术驱动金融创新。通过参与增资事项，公司可以与业内最为领先的消费金融服务提供者建立紧密的合作关系，并在客户共用、金融科技、金融全产业链服务等方面取长补短、互利共赢。\n公开资料显示，重庆蚂蚁消费金融有限公司于2021年6月成立，现有注册资本为人民币80亿元。主营业务为发放个人消费贷款，接受股东境内子公司及境内股东的存款，向境内金融机构借款，经批准发行金融债券，境内同业拆借，与消费金融相关的谘询、代理业务，代理销售与消费贷款相关的保险产品，固定收益类证券投资业务等。","news_type":1},"isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":810442215,"gmtCreate":1629997555237,"gmtModify":1704954419946,"author":{"id":"3553366371374533","authorId":"3553366371374533","name":"糖卜甜","avatar":"https://static.tigerbbs.com/65171a27795bc5cc7ce3438919e77bc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553366371374533","authorIdStr":"3553366371374533"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YSG\">$逸仙电商(YSG)$</a>明天没人拉的话这个也就快废了","listText":"<a 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href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a>牛逼克拉斯啊，这是**散户只要股东的节奏啊🙀","text":"$爱奇艺(IQ)$牛逼克拉斯啊，这是**散户只要股东的节奏啊🙀","images":[{"img":"https://static.tigerbbs.com/8cce481d2066de0a4b695ded3d1f6f13","width":"1080","height":"1795"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894394421","isVote":1,"tweetType":1,"viewCount":950,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":899096927,"gmtCreate":1628139997869,"gmtModify":1633753190331,"author":{"id":"3553366371374533","authorId":"3553366371374533","name":"糖卜甜","avatar":"https://static.tigerbbs.com/65171a27795bc5cc7ce3438919e77bc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553366371374533","authorIdStr":"3553366371374533"},"themes":[],"htmlText":"海外都要关闭了，你还嘟嘟嘟嘟嘟嘟的，🤣🤣","listText":"海外都要关闭了，你还嘟嘟嘟嘟嘟嘟的，🤣🤣","text":"海外都要关闭了，你还嘟嘟嘟嘟嘟嘟的，🤣🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899096927","repostId":"1189214910","repostType":2,"repost":{"id":"1189214910","pubTimestamp":1628081110,"share":"https://www.laohu8.com/m/news/1189214910?lang=&edition=full","pubTime":"2021-08-04 20:45","market":"hk","language":"zh","title":"股票解禁前夜，跟快手几位员工聊了聊：走，还是留？","url":"https://stock-news.laohu8.com/highlight/detail?id=1189214910","media":"开柒","summary":"解禁后怎么处理股票，既要对现实回报进行考量，也要个人对公司发展趋势做出预判。","content":"<p>话说，最近好多互联网大厂都处于风口浪尖，股价震荡，员工们也都有些心有戚戚然。而其中，快手的童鞋们估计也是纠结的代表——眼看着禁售期马上结束了，但当前的快手股价却远不及预期。</p>\n<p>当然，快手的下跌也不是个例，大环境如此嘛。环顾互联网行业整体，从二级市场的反馈来看并不平静。7月27日，恒生指数下跌超过4%，互联网股集中的恒生科技指数大跌7.97%，创出该指数发布以来史上最大单日跌幅。</p>\n<p><img src=\"https://static.tigerbbs.com/8ce7fc1c88b321e90886c2b7c303250b\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>八姐恰好有几个在快手的盆友，俺也趁机安慰了一下他们。有的快手盆友说，说不郁闷是假的。毕竟，在业务基本面稳定的情况下，总觉得快手应该匹配更好的市值，万万没想到市场的降温来得这么快。</p>\n<p>不过，几乎八姐询问的所有童鞋都说，他们并不着急卖股票，毕竟，现在快手的股价低得超过了他们心理预期，基于对公司中长期发展的预判，可以再等等。</p>\n<p>当然，也有快手的盆友过来纠结的问八姐：你说，公司股价不会一路再向下吧？八姐也不是神仙，不过，俺觉得吧，正常来说，所有的美股和港股上市公司都会有“解禁低迷期”，也就是说，在180天的解禁前后，会出现股价的低迷，甚至这种低迷会持续到解禁后的半年。但只要公司基本面向好，长期来看，公司股价仍有上涨空间。</p>\n<p><img src=\"https://static.tigerbbs.com/ee90e1cd21c433c51583304cc9925217\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>以同样在港股上市的小米为例，小米是2018年7月9日上市的，当时发行价18港元，而到了半年后的解禁日，小米股价创下上市以来新低，以11.1港元收盘，解禁次日，盘中触及上市以来股价最低点9.44港币。甚至，在随后的整个2019年一整年，股价继续低迷。八姐记得，当时俺跟小米的童鞋吃饭，一大揶揄的话题就是，你看看，你拼死拼活的好几年996，拿到的股票还不够在北五环买个房子的。</p>\n<p>但小米在去年开始了猛涨，一度较发行价涨了一倍多，即便近期股价调整后，也较发行价高出50%。所以，八姐觉得，不要郁闷，只要拿得住股票，做价值投资，没准哪天你又赚大了。</p>\n<p><img src=\"https://static.tigerbbs.com/ba2e3e1ba204d89af7c2afa60b0be6bd\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>（小米股价走势图）</p>\n<p>而且就快手的员工股票而言，参照IPO时的招股书信息来看（除高管外的普通员工）约有7015名普通员工，获得4.23亿股购股权，平均下来每人约可获得6万股的回报，即便是按照现在的股价，那平均每人也是超过500万元。考虑到归属时间、离职等因素导致的未完全归属情形，解禁后并不意味着这些股票马上就能变现，但长期来看，仍是一笔比较可观的回报。所以，别着急。</p>\n<p>从外界对快手二季度的业绩预期来看，当前快手处在用户增长淡季，&nbsp;&nbsp;营销费用预计仍会维持在较高水平。但与此同时，八姐觉得，还应当拉长时间线向后看。</p>\n<p>比如，在用户增长方面，快手二季度活跃用户增长放缓可能与一季度春节拉新增长高强相关，但在第三季度，快手在奥运方面的投入可能令其获得更多的新增用户。</p>\n<p><img src=\"https://static.tigerbbs.com/5082e7fab8a2404dedc71564b576fba6\" tg-width=\"1080\" tg-height=\"1045\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>再比如，快手的电商、广告业务发展的巨大增长潜力。投行杰富瑞（Jeffries）就在研报中指出，从长期发展来看，公域的扩容十分关键。受益于线上营销及电商业务的强劲增长动力，预计快手二季度总收入同比将增长44%至186亿元人民币。今年一季度，快手财报数据显示，线上营销服务收入为86亿元，对总收入的贡献占比首次超过50%。这一趋势有望在二季度延续。</p>\n<p>另外，快手的海外增长也值得关注，尽管快手在海外部分的投入，被不少分析者认为令快手亏损扩大，但在对快手整体价值进行预估的时候，不少人却忽略了海外的成长空间。中金等机构分析认为，当前海外短视频渗透率不及国内，面临相对宽松的竞争环境，快手将因地制宜，通过特定内容矩阵吸引目标用户，并基于内容实现“破圈”。</p>\n<p>总之，八姐觉得吧，解禁后怎么处理股票，既要对现实回报进行考量，也要个人对公司发展趋势做出预判。</p>\n<p>不久前，QM刚刚发布了半年报告，截止2021年6月，短视频APP行业月活跃用户规模排名中，抖音、快手、快手极速版、抖音极速版分别占据前四。在一个非“赢家通吃”的竞争市场，快手的机会还是很大的。</p>\n<p>受到市场传言等各种因素影响，快手当前的市值仅为580亿美元上下，八姐认为，这个价格真心不算高啊。对于快手的童鞋来说，说不定一年后再来看，把股票留着才是一个正确的决定。</p>","source":"kq","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>股票解禁前夜，跟快手几位员工聊了聊：走，还是留？</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股票解禁前夜，跟快手几位员工聊了聊：走，还是留？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 20:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/MfeBQziNmMjdX-4YH8ByPQ><strong>开柒</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>话说，最近好多互联网大厂都处于风口浪尖，股价震荡，员工们也都有些心有戚戚然。而其中，快手的童鞋们估计也是纠结的代表——眼看着禁售期马上结束了，但当前的快手股价却远不及预期。\n当然，快手的下跌也不是个例，大环境如此嘛。环顾互联网行业整体，从二级市场的反馈来看并不平静。7月27日，恒生指数下跌超过4%，互联网股集中的恒生科技指数大跌7.97%，创出该指数发布以来史上最大单日跌幅。\n\n八姐恰好有几个在...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/MfeBQziNmMjdX-4YH8ByPQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3755fdda80ee4878d06bf1bcbfdbf496","relate_stocks":{"01024":"快手-W"},"source_url":"https://mp.weixin.qq.com/s/MfeBQziNmMjdX-4YH8ByPQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189214910","content_text":"话说，最近好多互联网大厂都处于风口浪尖，股价震荡，员工们也都有些心有戚戚然。而其中，快手的童鞋们估计也是纠结的代表——眼看着禁售期马上结束了，但当前的快手股价却远不及预期。\n当然，快手的下跌也不是个例，大环境如此嘛。环顾互联网行业整体，从二级市场的反馈来看并不平静。7月27日，恒生指数下跌超过4%，互联网股集中的恒生科技指数大跌7.97%，创出该指数发布以来史上最大单日跌幅。\n\n八姐恰好有几个在快手的盆友，俺也趁机安慰了一下他们。有的快手盆友说，说不郁闷是假的。毕竟，在业务基本面稳定的情况下，总觉得快手应该匹配更好的市值，万万没想到市场的降温来得这么快。\n不过，几乎八姐询问的所有童鞋都说，他们并不着急卖股票，毕竟，现在快手的股价低得超过了他们心理预期，基于对公司中长期发展的预判，可以再等等。\n当然，也有快手的盆友过来纠结的问八姐：你说，公司股价不会一路再向下吧？八姐也不是神仙，不过，俺觉得吧，正常来说，所有的美股和港股上市公司都会有“解禁低迷期”，也就是说，在180天的解禁前后，会出现股价的低迷，甚至这种低迷会持续到解禁后的半年。但只要公司基本面向好，长期来看，公司股价仍有上涨空间。\n\n以同样在港股上市的小米为例，小米是2018年7月9日上市的，当时发行价18港元，而到了半年后的解禁日，小米股价创下上市以来新低，以11.1港元收盘，解禁次日，盘中触及上市以来股价最低点9.44港币。甚至，在随后的整个2019年一整年，股价继续低迷。八姐记得，当时俺跟小米的童鞋吃饭，一大揶揄的话题就是，你看看，你拼死拼活的好几年996，拿到的股票还不够在北五环买个房子的。\n但小米在去年开始了猛涨，一度较发行价涨了一倍多，即便近期股价调整后，也较发行价高出50%。所以，八姐觉得，不要郁闷，只要拿得住股票，做价值投资，没准哪天你又赚大了。\n\n（小米股价走势图）\n而且就快手的员工股票而言，参照IPO时的招股书信息来看（除高管外的普通员工）约有7015名普通员工，获得4.23亿股购股权，平均下来每人约可获得6万股的回报，即便是按照现在的股价，那平均每人也是超过500万元。考虑到归属时间、离职等因素导致的未完全归属情形，解禁后并不意味着这些股票马上就能变现，但长期来看，仍是一笔比较可观的回报。所以，别着急。\n从外界对快手二季度的业绩预期来看，当前快手处在用户增长淡季，  营销费用预计仍会维持在较高水平。但与此同时，八姐觉得，还应当拉长时间线向后看。\n比如，在用户增长方面，快手二季度活跃用户增长放缓可能与一季度春节拉新增长高强相关，但在第三季度，快手在奥运方面的投入可能令其获得更多的新增用户。\n\n再比如，快手的电商、广告业务发展的巨大增长潜力。投行杰富瑞（Jeffries）就在研报中指出，从长期发展来看，公域的扩容十分关键。受益于线上营销及电商业务的强劲增长动力，预计快手二季度总收入同比将增长44%至186亿元人民币。今年一季度，快手财报数据显示，线上营销服务收入为86亿元，对总收入的贡献占比首次超过50%。这一趋势有望在二季度延续。\n另外，快手的海外增长也值得关注，尽管快手在海外部分的投入，被不少分析者认为令快手亏损扩大，但在对快手整体价值进行预估的时候，不少人却忽略了海外的成长空间。中金等机构分析认为，当前海外短视频渗透率不及国内，面临相对宽松的竞争环境，快手将因地制宜，通过特定内容矩阵吸引目标用户，并基于内容实现“破圈”。\n总之，八姐觉得吧，解禁后怎么处理股票，既要对现实回报进行考量，也要个人对公司发展趋势做出预判。\n不久前，QM刚刚发布了半年报告，截止2021年6月，短视频APP行业月活跃用户规模排名中，抖音、快手、快手极速版、抖音极速版分别占据前四。在一个非“赢家通吃”的竞争市场，快手的机会还是很大的。\n受到市场传言等各种因素影响，快手当前的市值仅为580亿美元上下，八姐认为，这个价格真心不算高啊。对于快手的童鞋来说，说不定一年后再来看，把股票留着才是一个正确的决定。","news_type":1},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333494825,"gmtCreate":1609334040567,"gmtModify":1703738843249,"author":{"id":"3553366371374533","authorId":"3553366371374533","name":"糖卜甜","avatar":"https://static.tigerbbs.com/65171a27795bc5cc7ce3438919e77bc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553366371374533","authorIdStr":"3553366371374533"},"themes":[],"htmlText":"利好芯片","listText":"利好芯片","text":"利好芯片","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/333494825","repostId":"1131234588","repostType":4,"repost":{"id":"1131234588","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":1609333816,"share":"https://www.laohu8.com/m/news/1131234588?lang=&edition=full","pubTime":"2020-12-30 21:10","market":"hk","language":"zh","title":"中欧投资协定谈判完成","url":"https://stock-news.laohu8.com/highlight/detail?id=1131234588","media":"老虎资讯综合","summary":"据新华视点，2020年12月30日，中欧领导人共同宣布如期完成中欧投资协定谈判。习近平强调，2021年即将到来，中欧作为全球两大力量、两大市场、两大文明，应该展现担当，积极作为，加强对话，增进互信，深","content":"<p>据新华视点，2020年12月30日，中欧领导人共同宣布如期完成中欧投资协定谈判。</p><p>习近平强调，2021年即将到来，中欧作为全球两大力量、两大市场、两大文明，应该展现担当，积极作为，加强对话，增进互信，深化合作，妥处分歧，携手育新机、开新局。协调抗疫行动，共促经济复苏，对接发展战略，加快绿色发展，推动多边合作。</p><p>习近平强调，中欧投资协定展现了中方推进高水平对外开放的决心和信心，将为中欧相互投资提供更大的市场准入、更高水平的营商环境、更有力的制度保障、更光明的合作前景。中欧投资协定将有力拉动后疫情时期世界经济复苏，促进全球贸易和投资自由化便利化，增强国际社会对经济全球化和自由贸易的信心，为构建开放型世界经济作出中欧两大市场的重要贡献。</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>中欧投资协定谈判完成</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中欧投资协定谈判完成\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\">2020-12-30 21:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>据新华视点，2020年12月30日，中欧领导人共同宣布如期完成中欧投资协定谈判。</p><p>习近平强调，2021年即将到来，中欧作为全球两大力量、两大市场、两大文明，应该展现担当，积极作为，加强对话，增进互信，深化合作，妥处分歧，携手育新机、开新局。协调抗疫行动，共促经济复苏，对接发展战略，加快绿色发展，推动多边合作。</p><p>习近平强调，中欧投资协定展现了中方推进高水平对外开放的决心和信心，将为中欧相互投资提供更大的市场准入、更高水平的营商环境、更有力的制度保障、更光明的合作前景。中欧投资协定将有力拉动后疫情时期世界经济复苏，促进全球贸易和投资自由化便利化，增强国际社会对经济全球化和自由贸易的信心，为构建开放型世界经济作出中欧两大市场的重要贡献。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/33167498290cf00d68cf275d8dc9807f","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131234588","content_text":"据新华视点，2020年12月30日，中欧领导人共同宣布如期完成中欧投资协定谈判。习近平强调，2021年即将到来，中欧作为全球两大力量、两大市场、两大文明，应该展现担当，积极作为，加强对话，增进互信，深化合作，妥处分歧，携手育新机、开新局。协调抗疫行动，共促经济复苏，对接发展战略，加快绿色发展，推动多边合作。习近平强调，中欧投资协定展现了中方推进高水平对外开放的决心和信心，将为中欧相互投资提供更大的市场准入、更高水平的营商环境、更有力的制度保障、更光明的合作前景。中欧投资协定将有力拉动后疫情时期世界经济复苏，促进全球贸易和投资自由化便利化，增强国际社会对经济全球化和自由贸易的信心，为构建开放型世界经济作出中欧两大市场的重要贡献。","news_type":1},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837194361,"gmtCreate":1629862276053,"gmtModify":1631888849411,"author":{"id":"3553366371374533","authorId":"3553366371374533","name":"糖卜甜","avatar":"https://static.tigerbbs.com/65171a27795bc5cc7ce3438919e77bc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553366371374533","authorIdStr":"3553366371374533"},"themes":[],"htmlText":"<a 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