天牛2020的个人主页 - 老虎社区

天牛2020

天牛2020

暂无个人介绍

IP属地：广东

37关注

4粉丝

5主题

0勋章

11-19

看好雷布斯，软件公司做成了，小米手机做成了，汽车也做火了，现在小米汽车SU7正热卖中，又来了一款爆款超跑SU7 Ultra，超高性价比，必定热卖。从2020年持有到现在，最低跌到了11元，仍然看好雷总，现在又涨回将近30，继续坚定持有。

2021-03-29

$Cinedigm数码影院(CIDM)$我从来不在我不懂的事情上投入大量的金钱——彼得•林奇

2021-03-26

$Sundial Growers Inc.(SNDL)$开始启动了……[看涨]

2021-03-11

分析师，请问你做空了没

Sell Sundial Growers, Analyst Says. The Cannabis Stock’s Price Doesn’t Match Fundamentals.

2021-03-10

$Sundial Growers Inc.(SNDL)$慢慢上升当中，虽然亏损状态，但是很淡定

2021-03-05

$RLX科技(RLX)$还有希望吗

2021-03-05

$RLX科技(RLX)$逆势上涨，有想象的空间…

2021-02-27

$Sundial Growers Inc.(SNDL)$坚定持有，一年后再决定要不要卖出

2021-02-19

$Sundial Growers Inc.(SNDL)$卖股票是因为该公司的基本面变坏，而不是因为天要塌下来。--彼得.林奇

2021-02-19

$Sundial Growers Inc.(SNDL)$别人恐惧，我贪婪；别人贪婪，我恐惧。

2021-02-17

$老虎证券(TIGR)$前几天设了25的买单，就差一点点没到位，没建仓成功，现在越看越后悔，越来越不敢进[流泪]

2021-02-12

$Sundial Growers Inc.(SNDL)$昨晚1亿多的大单净买入，今天肯定会涨超昨天的价，大单不可能亏损出局。淡定

2021-02-12

$Sundial Growers Inc.(SNDL)$没上车的，赶紧，不然又后悔了

2021-02-11

$Sundial Growers Inc.(SNDL)$刚刚忍不住已加仓，继续冲吧😄没有最高，只有更高[财迷]

2021-02-11

$Sundial Growers Inc.(SNDL)$每次回调都是上车的机会，随时准备着冲峰……

2021-02-04

$RLX科技(RLX)$想一直补仓的，可惜没子弹了，涨三四倍没问题。快手占用了资金，快手上市上🉐有点慢

2021-02-03

说这话又不用负法律责任，我个人维持小米38元的评级

【券商聚焦】大摩维持小米(01810)“与大市同步”评级目标价24港元

2021-01-30

$RLX科技(RLX)$已补仓，越跌越买，会向思摩尔看齐的，只是时间问题

2021-01-16

老虎没额，用户都不中，盘前赶紧上车

@Ericaaaaaa:带着人工智能帽子的游戏公司~你还不关注一波？解析IPO新贵Playtika

2020-12-31

飙升，蓝月亮！

港交所主板“升起”蓝月亮

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3554448349274857","uuid":"3554448349274857","gmtCreate":1591362907207,"gmtModify":1611107647831,"name":"天牛2020","pinyin":"tn2020tianniu2020","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","hat":"https://static.tigerbbs.com/e6295840391b9cdc17115677ba51429c","hatId":"tiger_head_frame","hatName":"小虎头像框","vip":1,"status":2,"fanSize":4,"headSize":37,"tweetSize":21,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":5,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":12,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.15","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.05","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.64%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":3,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":372512338579752,"gmtCreate":1731985050150,"gmtModify":1731985053281,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"看好雷布斯，软件公司做成了，小米手机做成了，汽车也做火了，现在小米汽车SU7正热卖中，又来了一款爆款超跑SU7&nbsp;Ultra，超高性价比，必定热卖。从2020年持有到现在，最低跌到了11元，仍然看好雷总，现在又涨回将近30，继续坚定持有。","listText":"看好雷布斯，软件公司做成了，小米手机做成了，汽车也做火了，现在小米汽车SU7正热卖中，又来了一款爆款超跑SU7&nbsp;Ultra，超高性价比，必定热卖。从2020年持有到现在，最低跌到了11元，仍然看好雷总，现在又涨回将近30，继续坚定持有。","text":"看好雷布斯，软件公司做成了，小米手机做成了，汽车也做火了，现在小米汽车SU7正热卖中，又来了一款爆款超跑SU7 Ultra，超高性价比，必定热卖。从2020年持有到现在，最低跌到了11元，仍然看好雷总，现在又涨回将近30，继续坚定持有。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372512338579752","isVote":1,"tweetType":1,"viewCount":1997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352711938,"gmtCreate":1617004072624,"gmtModify":1617004072624,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CIDM\">$Cinedigm数码影院(CIDM)$</a>我从来不在我不懂的事情上投入大量的金钱——彼得•林奇","listText":"<a href=\"https://laohu8.com/S/CIDM\">$Cinedigm数码影院(CIDM)$</a>我从来不在我不懂的事情上投入大量的金钱——彼得•林奇","text":"$Cinedigm数码影院(CIDM)$我从来不在我不懂的事情上投入大量的金钱——彼得•林奇","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352711938","isVote":1,"tweetType":1,"viewCount":2231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358214401,"gmtCreate":1616696382203,"gmtModify":1616696382203,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>开始启动了……[看涨]&nbsp;","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>开始启动了……[看涨]&nbsp;","text":"$Sundial Growers Inc.(SNDL)$开始启动了……[看涨]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358214401","isVote":1,"tweetType":1,"viewCount":1696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328903192,"gmtCreate":1615477131316,"gmtModify":1703489740532,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"分析师，请问你做空了没","listText":"分析师，请问你做空了没","text":"分析师，请问你做空了没","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328903192","repostId":"1125172380","repostType":2,"repost":{"id":"1125172380","kind":"news","pubTimestamp":1615446449,"share":"https://www.laohu8.com/m/news/1125172380?lang=&edition=full","pubTime":"2021-03-11 15:07","market":"us","language":"en","title":"Sell Sundial Growers, Analyst Says. The Cannabis Stock’s Price Doesn’t Match Fundamentals.","url":"https://stock-news.laohu8.com/highlight/detail?id=1125172380","media":"Barrons","summary":"Shares of Sundial Growers have rebounded amida broader cannabis rally. But an analyst at BMO Capital","content":"<p>Shares of&nbsp;Sundial Growers&nbsp;have rebounded amida broader cannabis rally. But an analyst at BMO Capital Markets has concerns about its valuation.</p>\n<p>BMO Capital Markets analyst Tamy Chen lowered her rating on Sundial shares (ticker: SNDL) to Underperform from Market Perform. She raised her price target to 40 cents from 30 cents.</p>\n<p>Sundial stock, which once traded north of $11, tanked in 2019 and 2020 following a number of issues, including some of its cannabis being rejected by a customer due to poor quality,MarketWatch reported. The issues culminated with the company’s core management team resigning last year. The new management team, Chen notes, has drastically improved the company’s balance sheet. The stock has soared 177% in 2021, up 44% from its levels 12 months ago.</p>\n<p>But in terms of its sales growth, positioning in the Canadian recreational market, and path to profitability, the company’s fundamentals don’t support Sundial’s valuation, according to Chen. Despite the stock trading at 28 times her calendar-year 2022 sales forecast, she notes that recreational sales declined 30% in the third quarter of 2020 from the second quarter—even though there was growth in the broader industry.</p>\n<p>“SNDL needs to demonstrate more consistent top-line momentum to ease concerns that there is soft consumer traction for its products,” Chen wrote.</p>\n<p>The Sundial downgrade was a part of a broader new framework Chen is applying to her cannabis stock coverage. She is homing in on firms with improving profitability and key strategic attributes. Such attributes include a large and capable strategic partner, a meaningful presence in key international markets like Germany, a strong management team, and a clear and strategic path into the U.S. cannabis market.</p>\n<p>She also lowered her rating on&nbsp;OrganiGram Holdings (OGI) to Underperform from Market Perform, noting the company, “has not been able to materially grow its rec sales for several quarters even though the industry has expanded.”</p>\n<p>Sundial stock was down 5.8% to $1.31 on Wednesday. ETFMG Alternative Harvest (MJ), an exchange-traded fund with exposure to the cannabis business, was down 0.8%.</p>","source":"lsy1601382232898","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>Sell Sundial Growers, Analyst Says. The Cannabis Stock’s Price Doesn’t Match Fundamentals.</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\">\nSell Sundial Growers, Analyst Says. The Cannabis Stock’s Price Doesn’t Match Fundamentals.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-11 15:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/sell-sundial-growers-cannabis-stock-51615414888?mod=hp_DAY_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Sundial Growers have rebounded amida broader cannabis rally. But an analyst at BMO Capital Markets has concerns about its valuation.\nBMO Capital Markets analyst Tamy Chen lowered her rating ...</p>\n\n<a href=\"https://www.barrons.com/articles/sell-sundial-growers-cannabis-stock-51615414888?mod=hp_DAY_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNDL":"SNDL Inc."},"source_url":"https://www.barrons.com/articles/sell-sundial-growers-cannabis-stock-51615414888?mod=hp_DAY_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125172380","content_text":"Shares of Sundial Growers have rebounded amida broader cannabis rally. But an analyst at BMO Capital Markets has concerns about its valuation.\nBMO Capital Markets analyst Tamy Chen lowered her rating on Sundial shares (ticker: SNDL) to Underperform from Market Perform. She raised her price target to 40 cents from 30 cents.\nSundial stock, which once traded north of $11, tanked in 2019 and 2020 following a number of issues, including some of its cannabis being rejected by a customer due to poor quality,MarketWatch reported. The issues culminated with the company’s core management team resigning last year. The new management team, Chen notes, has drastically improved the company’s balance sheet. The stock has soared 177% in 2021, up 44% from its levels 12 months ago.\nBut in terms of its sales growth, positioning in the Canadian recreational market, and path to profitability, the company’s fundamentals don’t support Sundial’s valuation, according to Chen. Despite the stock trading at 28 times her calendar-year 2022 sales forecast, she notes that recreational sales declined 30% in the third quarter of 2020 from the second quarter—even though there was growth in the broader industry.\n“SNDL needs to demonstrate more consistent top-line momentum to ease concerns that there is soft consumer traction for its products,” Chen wrote.\nThe Sundial downgrade was a part of a broader new framework Chen is applying to her cannabis stock coverage. She is homing in on firms with improving profitability and key strategic attributes. Such attributes include a large and capable strategic partner, a meaningful presence in key international markets like Germany, a strong management team, and a clear and strategic path into the U.S. cannabis market.\nShe also lowered her rating on OrganiGram Holdings (OGI) to Underperform from Market Perform, noting the company, “has not been able to materially grow its rec sales for several quarters even though the industry has expanded.”\nSundial stock was down 5.8% to $1.31 on Wednesday. ETFMG Alternative Harvest (MJ), an exchange-traded fund with exposure to the cannabis business, was down 0.8%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323198851,"gmtCreate":1615307272773,"gmtModify":1703487201184,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>慢慢上升当中，虽然亏损状态，但是很淡定","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>慢慢上升当中，虽然亏损状态，但是很淡定","text":"$Sundial Growers Inc.(SNDL)$慢慢上升当中，虽然亏损状态，但是很淡定","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323198851","isVote":1,"tweetType":1,"viewCount":1550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367015253,"gmtCreate":1614886620772,"gmtModify":1703482571780,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>还有希望吗","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>还有希望吗","text":"$RLX科技(RLX)$还有希望吗","images":[{"img":"https://static.tigerbbs.com/dcb550e21315ea98a1c01f9f6541aec4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/367015253","isVote":1,"tweetType":1,"viewCount":3700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":364763649,"gmtCreate":1614874915481,"gmtModify":1703482451065,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>逆势上涨，有想象的空间…","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>逆势上涨，有想象的空间…","text":"$RLX科技(RLX)$逆势上涨，有想象的空间…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364763649","isVote":1,"tweetType":1,"viewCount":2034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366020998,"gmtCreate":1614362675414,"gmtModify":1703476997972,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>坚定持有，一年后再决定要不要卖出","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>坚定持有，一年后再决定要不要卖出","text":"$Sundial Growers Inc.(SNDL)$坚定持有，一年后再决定要不要卖出","images":[{"img":"https://static.tigerbbs.com/36286aeb862181440612734c6976bee2","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/366020998","isVote":1,"tweetType":1,"viewCount":2221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":387262169,"gmtCreate":1613749601151,"gmtModify":1613749601151,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>卖股票是因为该公司的基本面变坏，而不是因为天要塌下来。--彼得.林奇","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>卖股票是因为该公司的基本面变坏，而不是因为天要塌下来。--彼得.林奇","text":"$Sundial Growers Inc.(SNDL)$卖股票是因为该公司的基本面变坏，而不是因为天要塌下来。--彼得.林奇","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387262169","isVote":1,"tweetType":1,"viewCount":2030,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384474286,"gmtCreate":1613679026045,"gmtModify":1613679026045,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>别人恐惧，我贪婪；别人贪婪，我恐惧。","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>别人恐惧，我贪婪；别人贪婪，我恐惧。","text":"$Sundial Growers Inc.(SNDL)$别人恐惧，我贪婪；别人贪婪，我恐惧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384474286","isVote":1,"tweetType":1,"viewCount":1924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385916437,"gmtCreate":1613492933629,"gmtModify":1613492933629,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>前几天设了25的买单，就差一点点没到位，没建仓成功，现在越看越后悔，越来越不敢进[流泪]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>前几天设了25的买单，就差一点点没到位，没建仓成功，现在越看越后悔，越来越不敢进[流泪]&nbsp;","text":"$老虎证券(TIGR)$前几天设了25的买单，就差一点点没到位，没建仓成功，现在越看越后悔，越来越不敢进[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385916437","isVote":1,"tweetType":1,"viewCount":1563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":386135384,"gmtCreate":1613142191848,"gmtModify":1613142191848,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>昨晚1亿多的大单净买入，今天肯定会涨超昨天的价，大单不可能亏损出局。淡定","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>昨晚1亿多的大单净买入，今天肯定会涨超昨天的价，大单不可能亏损出局。淡定","text":"$Sundial Growers Inc.(SNDL)$昨晚1亿多的大单净买入，今天肯定会涨超昨天的价，大单不可能亏损出局。淡定","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/386135384","isVote":1,"tweetType":1,"viewCount":3558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388596430,"gmtCreate":1613061026920,"gmtModify":1703769113055,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>没上车的，赶紧，不然又后悔了","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>没上车的，赶紧，不然又后悔了","text":"$Sundial Growers Inc.(SNDL)$没上车的，赶紧，不然又后悔了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388596430","isVote":1,"tweetType":1,"viewCount":1446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381715666,"gmtCreate":1612986408655,"gmtModify":1703768050418,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>刚刚忍不住已加仓，继续冲吧😄没有最高，只有更高[财迷]&nbsp;","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>刚刚忍不住已加仓，继续冲吧😄没有最高，只有更高[财迷]&nbsp;","text":"$Sundial Growers Inc.(SNDL)$刚刚忍不住已加仓，继续冲吧😄没有最高，只有更高[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381715666","isVote":1,"tweetType":1,"viewCount":1277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381408121,"gmtCreate":1612972900063,"gmtModify":1703767877400,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>每次回调都是上车的机会，随时准备着冲峰……","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>每次回调都是上车的机会，随时准备着冲峰……","text":"$Sundial Growers Inc.(SNDL)$每次回调都是上车的机会，随时准备着冲峰……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381408121","isVote":1,"tweetType":1,"viewCount":1364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314479260,"gmtCreate":1612369461150,"gmtModify":1703761068272,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>想一直补仓的，可惜没子弹了，涨三四倍没问题。快手占用了资金，快手上市上🉐有点慢","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>想一直补仓的，可惜没子弹了，涨三四倍没问题。快手占用了资金，快手上市上🉐有点慢","text":"$RLX科技(RLX)$想一直补仓的，可惜没子弹了，涨三四倍没问题。快手占用了资金，快手上市上🉐有点慢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/314479260","isVote":1,"tweetType":1,"viewCount":1853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314837673,"gmtCreate":1612329888092,"gmtModify":1703760430652,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"说这话又不用负法律责任，我个人维持小米38元的评级","listText":"说这话又不用负法律责任，我个人维持小米38元的评级","text":"说这话又不用负法律责任，我个人维持小米38元的评级","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314837673","repostId":"2108071212","repostType":2,"repost":{"id":"2108071212","kind":"news","pubTimestamp":1612229740,"share":"https://www.laohu8.com/m/news/2108071212?lang=&edition=full","pubTime":"2021-02-02 09:35","market":"hk","language":"zh","title":"【券商聚焦】大摩维持小米(01810)“与大市同步”评级 目标价24港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2108071212","media":"凤凰网港股","summary":"凤凰网港股|大摩发研报指，小米公司已于当地时间1月29日对美国国防部和财政部提起了法律诉讼。目前，诉讼程序没有明确的时间表。小米表示，将密切监测进程，等待法院审查，然后采取进一步行动，以保护股东和员工的利益。大摩认为，到目前为止，此举对小米商业运作的影响有限。小米已与美国主要供应商/合作伙伴积极沟通，并表示预计不会有重大变化。该行维持小米“与大市同步”评级，目标价24港元。","content":"<html><body><article><p>凤凰网港股|大摩发研报指，小米公司已于当地时间1月29日对美国国防部和财政部提起了法律诉讼。目前，诉讼程序没有明确的时间表。</p><p>小米表示，将密切监测进程，等待法院审查，然后采取进一步行动，以保护股东和员工的利益。</p><p>大摩认为，到目前为止，此举对小米商业运作的影响有限。小米已与美国主要供应商/合作伙伴积极沟通，并表示预计不会有重大变化。该行维持小米“与大市同步”评级，目标价24港元。</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>【券商聚焦】大摩维持小米(01810)“与大市同步”评级 目标价24港元</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; 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【券商聚焦】大摩维持小米(01810)“与大市同步”评级 目标价24港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-02 09:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021020209361377dbc304&s=b><strong>凤凰网港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>凤凰网港股|大摩发研报指，小米公司已于当地时间1月29日对美国国防部和财政部提起了法律诉讼。目前，诉讼程序没有明确的时间表。小米表示，将密切监测进程，等待法院审查，然后采取进一步行动，以保护股东和员工的利益。大摩认为，到目前为止，此举对小米商业运作的影响有限。小米已与美国主要供应商/合作伙伴积极沟通，并表示预计不会有重大变化。该行维持小米“与大市同步”评级，目标价24港元。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021020209361377dbc304&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d2488184ce4815610e2426c10250da75","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021020209361377dbc304&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2108071212","content_text":"凤凰网港股|大摩发研报指，小米公司已于当地时间1月29日对美国国防部和财政部提起了法律诉讼。目前，诉讼程序没有明确的时间表。小米表示，将密切监测进程，等待法院审查，然后采取进一步行动，以保护股东和员工的利益。大摩认为，到目前为止，此举对小米商业运作的影响有限。小米已与美国主要供应商/合作伙伴积极沟通，并表示预计不会有重大变化。该行维持小米“与大市同步”评级，目标价24港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316733605,"gmtCreate":1611953414807,"gmtModify":1703757053794,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>已补仓，越跌越买，会向思摩尔看齐的，只是时间问题","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>已补仓，越跌越买，会向思摩尔看齐的，只是时间问题","text":"$RLX科技(RLX)$已补仓，越跌越买，会向思摩尔看齐的，只是时间问题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/316733605","isVote":1,"tweetType":1,"viewCount":2485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334844965,"gmtCreate":1610730881157,"gmtModify":1703746738543,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"老虎没额，用户都不中，盘前赶紧上车","listText":"老虎没额，用户都不中，盘前赶紧上车","text":"老虎没额，用户都不中，盘前赶紧上车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334844965","repostId":"335577266","repostType":1,"repost":{"id":335577266,"gmtCreate":1610633409555,"gmtModify":1710138771240,"author":{"id":"3567605185728574","authorId":"3567605185728574","name":"Ericaaaaaa","avatar":"https://static.tigerbbs.com/6b677b359e9811e02b07dc8659fc471a","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567605185728574","authorIdStr":"3567605185728574"},"themes":[],"title":"带着人工智能帽子的游戏公司~你还不关注一波？解析IPO新贵Playtika","htmlText":"最近真的忙到想骂人，但自己立下的flag打死也要完成。正好最近闲暇时间都在氪原神，不禁感叹游戏公司可真赚钱啊。碰巧看到一个游戏公司IPO有打新机会，就顺便关注一下看能不能上个小车。这家公司就是Playtika。先说一下，本文是前天写完发在另一个平台上的，老虎我给忘了……所以最后有打新建议部分。现在对大家可能参考意义不大，但思路可以借鉴。Playtika创始于2010年，是一家通过收购优化产品组合，运用人工智能手段来改善移动游戏体验的公司。总部设在以色列，在全球19个地点，包括阿根廷，澳大利亚，加拿大，乌克兰，美国在内，设有办公室，员工超过3700人。Playtika靠运营棋牌等类赌博游戏起家，产品线已拓展到农场，解密等多个休闲社交游戏领域，在全美畅销榜前100款游戏中占据9款，是拥有数量最多的公司。Playtika用户分布在北美、澳大利亚等地区，所有业务符合美国联邦及各州法律以及其他业务所在地地区法律，业务合法合规，不涉及赌博。这种纸牌，宾果类游戏，以其门槛低，好上手，时间短，变化多的优势，一向保持着超长的游戏生命力。像我，没时间玩大手机里最长打开的游戏，还是三分钟一局的开心消消乐。人工智能赋能游戏生态Playtika如何让游戏保持持久的生命力？答案就是数据驱动。公司每天处理超过9TB的数据，重点投资发展其数据科学能力，这帮助公司改进运营，增强了其专有的Playtika Boost平台的分析能力。公司约40%的员工从事研发工作,RD费用投资持续增长。Playtika这种价值导向使他立志成为人工智能游戏第一股。公司将通过如下几个策略来寻求增长：1.&nbsp;&nbsp;&nbsp;&nbsp;非付费用户转化为付费用户。通过对游戏内容和功能的持续优化，客户的平均日付款转换率已经由2019年9月30日的2.1%提升到了2020年9月30日的2.6%，增幅23.8%。2.&amp;nbs","listText":"最近真的忙到想骂人，但自己立下的flag打死也要完成。正好最近闲暇时间都在氪原神，不禁感叹游戏公司可真赚钱啊。碰巧看到一个游戏公司IPO有打新机会，就顺便关注一下看能不能上个小车。这家公司就是Playtika。先说一下，本文是前天写完发在另一个平台上的，老虎我给忘了……所以最后有打新建议部分。现在对大家可能参考意义不大，但思路可以借鉴。Playtika创始于2010年，是一家通过收购优化产品组合，运用人工智能手段来改善移动游戏体验的公司。总部设在以色列，在全球19个地点，包括阿根廷，澳大利亚，加拿大，乌克兰，美国在内，设有办公室，员工超过3700人。Playtika靠运营棋牌等类赌博游戏起家，产品线已拓展到农场，解密等多个休闲社交游戏领域，在全美畅销榜前100款游戏中占据9款，是拥有数量最多的公司。Playtika用户分布在北美、澳大利亚等地区，所有业务符合美国联邦及各州法律以及其他业务所在地地区法律，业务合法合规，不涉及赌博。这种纸牌，宾果类游戏，以其门槛低，好上手，时间短，变化多的优势，一向保持着超长的游戏生命力。像我，没时间玩大手机里最长打开的游戏，还是三分钟一局的开心消消乐。人工智能赋能游戏生态Playtika如何让游戏保持持久的生命力？答案就是数据驱动。公司每天处理超过9TB的数据，重点投资发展其数据科学能力，这帮助公司改进运营，增强了其专有的Playtika Boost平台的分析能力。公司约40%的员工从事研发工作,RD费用投资持续增长。Playtika这种价值导向使他立志成为人工智能游戏第一股。公司将通过如下几个策略来寻求增长：1.&nbsp;&nbsp;&nbsp;&nbsp;非付费用户转化为付费用户。通过对游戏内容和功能的持续优化，客户的平均日付款转换率已经由2019年9月30日的2.1%提升到了2020年9月30日的2.6%，增幅23.8%。2.&amp;nbs","text":"最近真的忙到想骂人，但自己立下的flag打死也要完成。正好最近闲暇时间都在氪原神，不禁感叹游戏公司可真赚钱啊。碰巧看到一个游戏公司IPO有打新机会，就顺便关注一下看能不能上个小车。这家公司就是Playtika。先说一下，本文是前天写完发在另一个平台上的，老虎我给忘了……所以最后有打新建议部分。现在对大家可能参考意义不大，但思路可以借鉴。Playtika创始于2010年，是一家通过收购优化产品组合，运用人工智能手段来改善移动游戏体验的公司。总部设在以色列，在全球19个地点，包括阿根廷，澳大利亚，加拿大，乌克兰，美国在内，设有办公室，员工超过3700人。Playtika靠运营棋牌等类赌博游戏起家，产品线已拓展到农场，解密等多个休闲社交游戏领域，在全美畅销榜前100款游戏中占据9款，是拥有数量最多的公司。Playtika用户分布在北美、澳大利亚等地区，所有业务符合美国联邦及各州法律以及其他业务所在地地区法律，业务合法合规，不涉及赌博。这种纸牌，宾果类游戏，以其门槛低，好上手，时间短，变化多的优势，一向保持着超长的游戏生命力。像我，没时间玩大手机里最长打开的游戏，还是三分钟一局的开心消消乐。人工智能赋能游戏生态Playtika如何让游戏保持持久的生命力？答案就是数据驱动。公司每天处理超过9TB的数据，重点投资发展其数据科学能力，这帮助公司改进运营，增强了其专有的Playtika Boost平台的分析能力。公司约40%的员工从事研发工作,RD费用投资持续增长。Playtika这种价值导向使他立志成为人工智能游戏第一股。公司将通过如下几个策略来寻求增长：1. 非付费用户转化为付费用户。通过对游戏内容和功能的持续优化，客户的平均日付款转换率已经由2019年9月30日的2.1%提升到了2020年9月30日的2.6%，增幅23.8%。2.&nbs","images":[{"img":"https://static.tigerbbs.com/7862212e092bac7b0aab755788ef07a0","width":"288","height":"349"},{"img":"https://static.tigerbbs.com/8a780161af804361dba9e1e3a153c60a","width":"553","height":"257"},{"img":"https://static.tigerbbs.com/cfac515d3e963f25e21c0438934be2c5","width":"553","height":"114"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335577266","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1003,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331019861,"gmtCreate":1609386586653,"gmtModify":1703739142324,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"飙升，蓝月亮！","listText":"飙升，蓝月亮！","text":"飙升，蓝月亮！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331019861","repostId":"2093530393","repostType":2,"repost":{"id":"2093530393","kind":"news","pubTimestamp":1608715272,"share":"https://www.laohu8.com/m/news/2093530393?lang=&edition=full","pubTime":"2020-12-23 17:21","market":"hk","language":"zh","title":"港交所主板“升起”蓝月亮","url":"https://stock-news.laohu8.com/highlight/detail?id=2093530393","media":"时代周报","summary":"本报记者 李媛 北京报道12月16日上午，蓝月亮集团控股有限公司在香港证券交易所主板成功上市，成为内地大型日化赴港第一股，股票代码为“06993”。正是这份对“洁净”的执着让蓝月亮拥有持续创新能力。目前，蓝月亮已覆盖衣物清洁护理、个人清洁护理及家居清洁护理三大品类，成为一家拥有多元化产品矩阵的大型日化企业。在疫情的影响下，2020年上半年，蓝月亮净利润依然保持38.5%的强劲增速，达到3.02亿港元。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20201223172125926v246s4qze5vz74f\"/><p>本报记者 李媛 北京报道</p><p>12月16日上午，<a href=\"https://laohu8.com/S/06993\">蓝月亮集团</a>控股有限公司(以下简称“蓝月亮”)在香港证券交易所主板成功上市，成为内地大型日化赴港第一股，股票代码为“06993”。公告显示，蓝月亮全球发售约7.47亿股股份，发行价格为13.16港元/股。募集资金将用于业务扩充、产能设备、洗衣服务、提高品牌知名度、渠道分销、研发、信息技术建设等。</p><p><a href=\"https://laohu8.com/S/00506\">中国食品</a>产业分析师朱丹蓬对《中国经营报》记者表示，蓝月亮选择上市且选择在港股上市，是其全球布局的开端。做国际化品牌，做中国品牌在世界舞台的代表，是蓝月亮作为国货之光的责任所在。在行业高增长和资本国际化的双重加持下，蓝月亮未来可期。</p><p><strong>“</strong><strong>破局</strong><strong>”</strong><strong>欧美巨头拱手相让的机会</strong></p><p>作为蓝月亮最早、最大机构投资人，高瓴资本早在2010年就以4500万美元独家投资蓝月亮的A轮融资，并于2011年追加103万美元。蓝月亮创始人兼CEO罗秋平“做中国最好的民族日化品牌”的使命感，正和高瓴资本的长期价值投资理念相契合，大道至简，高瓴资本也一直致力于通过科技创新助力实体经济，实现产业升级。</p><p>事实上，蓝月亮与高瓴资本背后的资本故事也同样耐人寻味。2008年，很多中国基础消费品领域被跨国公司占领，其中<a href=\"https://laohu8.com/S/PG\">宝洁</a>和<a href=\"https://laohu8.com/S/ULVR.UK\">联合利华</a>占领了家用洗涤市场。</p><p>当高瓴资本创始人张磊海外求学归来，并于2005年创办高瓴资本时发现，虽然超市里满货架的日化用品几乎都是他熟悉的国外品牌，但他却怎么都找不到已经在美国用惯了的洗衣液。</p><p>高瓴资本在研究中国消费品时，发现本土企业更有机会抓住消费品升级这一趋势。于是，张磊就找到了当时做洗涤剂的罗秋平，鼓励他做洗衣液。投资就是投对人，先寻找和最好商业模式契合的最好创业者，再一起发展。</p><p>2008年，高瓴资本在消费品领域做了大量研究，发现了非常奇怪的一点——联合利华和宝洁当时在海外的所有日化产品中，有个品类占其市场份额最大，但在中国却根本没有这个品类——这就是洗衣液。高瓴资本与宝洁和联合利华探讨，得到的答复是宝洁和联合利华在世界各国发展多年，总结出一条规律——只有人均GDP超过8000美元，国家的洗衣行为才会从洗衣粉转向洗衣液。而当时中国人均GDP不到5000美元，所以他们判断中国市场还没有准备好。</p><p>但是高瓴资本方面认为，中国一二线城市和三四线城市的消费层级差异非常大，不能按平均数来看。而有数据显示，当时国内人均GDP超过8000美元的人口基数已经超过2亿人。张磊当时就判断，中国完全具备了做洗衣液的市场。</p><p>这是一个国外巨头还没有发现的市场，一度在中国呼风唤雨的外资日化巨头们也有走错棋子的时候。在衣物洗护市场上，外资两大巨头联合利华和宝洁占据了大半江山，正当他们把矛头对准新兴的立白和纳爱斯的洗衣粉、洗衣皂时，全然没有想到，当时中国的洗衣液市场还是一片蓝海。那个时候，洗衣液在国内还是曲高和寡的阳春白雪，销售额在全部衣物洗护中的占比甚至不到5%。回国之后买不到洗衣液的张磊，洞察到了洗衣液消费升级的新机会。</p><p><strong>上市背后的资本长情</strong></p><p>看到了机会的张磊，并没有找已经在衣物洗护市场站稳脚跟的公司合作，坚信“守正用奇”思想的他，出其不意地选择了一个从未涉足洗衣液行业的公司——蓝月亮。当时的蓝月亮，已有十几年的历史，但从来没有做过洗衣液。2006年，当张磊第一次见到创办蓝月亮的罗秋平夫妇时，他们正在销售洗手液，张磊与两人保持了联系。</p><p>这是一次非同寻常的投资经历，因为开发新品类，就意味着从头再来，未来是不可知的;要投入也必然会影响现有赢利，必然有风险。那时蓝月亮作为国内洗手液的老大，公司持续盈利。张磊就说服罗秋平夫妇占住洗衣液这个品类，很可能有机会成为中国的一个日化巨头。罗秋平夫妇都是大学化学老师出身，本身就是理想主义者，一直都想做个真正的“好产品”，和高瓴资本一拍即合。但罗秋平表示：“没问题，我愿意尝试。这也是我们的一个理想。但怎么做?我们没有钱。”张磊回答：“既然这个生意是我说服你做的，那我投资，咱们就一起上，我也承担风险。”</p><p>在高瓴资本的建议下，蓝月亮改变战法，投入大量资源到市场培育上，通过在自己的网站和百度百科上传授洗衣液相关知识，配合优惠装等营销活动，着手开始教育消费者改变洗衣方式。2008年，蓝月亮洗衣液横空出世，借助北京奥运会的红利，蓝月亮请了当时的<a href=\"https://laohu8.com/S/QC7.SI\">全民</a>偶像郭晶晶做代言，喊出了“深层洁净，更全面呵护您的手部、衣物和肌肤”的广告语，直戳消费者痛点，迅速赢得了一大批消费者的信赖，在主要城市崭露头角，并占领市场份额。</p><p>投资人和企业家同时容忍短期的亏损，去迎接一个更大的格局——高瓴资本第一天把钱投进去时，蓝月亮是赚钱的。但这个当时唯一的外部机构投资人成功地说服罗秋平不要赚短期的钱，要勇于进入新的品类，打败跨国公司，变成中国洗衣液的第一名。于是，在这笔投资完成后，赚钱的蓝月亮先变成了亏损的公司。当然，亏损只是短期的，到了2014年公司的盈利已经是原来的10多倍。并且在洗衣液、洗手液、洁厕液三大品类上的市场份额稳居国内第一，高于宝洁、联合利华、庄臣等跨国竞争对手的总和。</p><p>蓝月亮招股书显示，2007年～2013年，蓝月亮<span>营业收入</span>从4亿元增长到43亿元，年复合增长率49%。洗衣液市场份额从2008年到2013年连续6年排行第一。2010年，高瓴资本正式投资蓝月亮时，蓝月亮在洗衣液的市场份额一度高达44%。</p><p>毫无疑问，蓝月亮也培育出了中国的洗衣液市场。在过去几十年中，洗衣液的增速远远超过洗衣粉、洗衣皂，洗衣液的渗透率已经从个位数攀升至44%。这意味着，在蓝月亮的带动下，越来越多的中国家庭把洗衣粉、洗衣皂换成了洗衣液。</p><p><strong>提升管理模式应对未来挑战</strong></p><p>“我曾经问过罗总一个问题：你做蓝月亮的真正动力是什么?他说：‘我每天都在琢磨，怎么帮中国的每个家庭更洁净。’”张磊对记者说。</p><p>正是这份对“洁净”的执着让蓝月亮拥有持续创新能力。28年来，创新一直是蓝月亮的DNA。2008年，蓝月亮通过创新，率先向全国推广洗衣液;2015年，蓝月亮突破技术难关，推出国内首款采用泵头计量式包装“浓缩+”洗衣液机洗至尊;2018年，“至尊”洗衣液问世，丰富了国内衣物洗涤剂高端市场，引领行业进入生物科技洗衣液时代。</p><p>目前，蓝月亮已覆盖衣物清洁护理、个人清洁护理及家居清洁护理三大品类，成为一家拥有多元化产品矩阵的大型日化企业。除旗舰品牌“蓝月亮”外，还相继推出卫诺品牌浴室清洁产品、至尊品牌浓缩洗衣液产品、净享品牌高级洗手液产品及具有温和配方的天露品牌餐具和蔬果清洗产品，为形成品牌多元化的策略打下了坚实的基础。</p><p>上市也只是刚刚开始，多家券商机构指出，未来原材料成本的上升以及市场竞争将是最大的挑战。</p><p>记者注意到，蓝月亮的业绩水平与盈利能力均保持稳步提升态势。招股书显示，2017年至2019年，蓝月亮的营收分别为56.32亿港元、67.68亿港元、70.50亿港元，复合年增长率为11.9%，为行业增速的2倍以上;<span>净利润</span>分别为8616万港元、5.54亿港元、10.80亿港元，复合年增长率高达254%。在疫情的影响下，2020年上半年，蓝月亮净利润依然保持38.5%的强劲增速，达到3.02亿港元。而盈利能力的提升源自于内部精细化管理和运营管理的提升。自2008年起，蓝月亮开始执行为业务营运打造先进信息技术系统的战略，并自主开发基于移动互联网及大数据技术的高度整合信息技术系统管理经营。凭借先进的信息化系统赋能，蓝月亮的经营效率持续优化。相关数据显示，蓝月亮存货周转天数由2017年的96.8天，持续缩短至2019年的69.5天，蓝月亮生产单位产品所需的人工工时于2017年至2019年间大幅下降约10%。</p><p>弗若斯特沙利文报告指出，中国是全球最大的家庭清洁护理市场之一，按零售销售价值计算，预计中国家庭清洁护理市场的规模将由2019年的1108亿元增长至2024年的1677亿元，占2019年至2024年全球家庭清洁护理行业增长超过三分之一。</p><p>疫情期间，线上渠道的重要性进一步凸显，这一渠道的增长也有目共睹。蓝月亮的全渠道布局上优势显著，其已逐步建立起“电子商务平台+直销大客户+线下分销商”的全渠道布局，助推品牌深入消费者所在的各个渠道和场景。</p><p>根据弗若斯特沙利文的报告，2019年蓝月亮的洗衣液线上渠道零售销售额排名第一，市场份额为33.6%，为排名第二的中国洗衣液公司市场份额的2倍以上。</p><p>在线下方面，截至2020年6月30日，蓝月亮除全国性及地区性超市外，其近70%的线下分销商位于三线及以下城市，覆盖分布于全中国逾2600个区县的零售销售点。2017～2019年，按零售销售价值计算，蓝月亮在中国</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>港交所主板“升起”蓝月亮</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港交所主板“升起”蓝月亮\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-23 17:21 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202012231721277c003099&s=b><strong>时代周报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本报记者 李媛 北京报道12月16日上午，蓝月亮集团控股有限公司(以下简称“蓝月亮”)在香港证券交易所主板成功上市，成为内地大型日化赴港第一股，股票代码为“06993”。公告显示，蓝月亮全球发售约7.47亿股股份，发行价格为13.16港元/股。募集资金将用于业务扩充、产能设备、洗衣服务、提高品牌知名度、渠道分销、研发、信息技术建设等。中国食品产业分析师朱丹蓬对《中国经营报》记者表示，蓝月亮选择上市...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202012231721277c003099&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f1244793084c6388467f46fc7c39784b","relate_stocks":{"00388":"香港交易所"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202012231721277c003099&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2093530393","content_text":"本报记者 李媛 北京报道12月16日上午，蓝月亮集团控股有限公司(以下简称“蓝月亮”)在香港证券交易所主板成功上市，成为内地大型日化赴港第一股，股票代码为“06993”。公告显示，蓝月亮全球发售约7.47亿股股份，发行价格为13.16港元/股。募集资金将用于业务扩充、产能设备、洗衣服务、提高品牌知名度、渠道分销、研发、信息技术建设等。中国食品产业分析师朱丹蓬对《中国经营报》记者表示，蓝月亮选择上市且选择在港股上市，是其全球布局的开端。做国际化品牌，做中国品牌在世界舞台的代表，是蓝月亮作为国货之光的责任所在。在行业高增长和资本国际化的双重加持下，蓝月亮未来可期。“破局”欧美巨头拱手相让的机会作为蓝月亮最早、最大机构投资人，高瓴资本早在2010年就以4500万美元独家投资蓝月亮的A轮融资，并于2011年追加103万美元。蓝月亮创始人兼CEO罗秋平“做中国最好的民族日化品牌”的使命感，正和高瓴资本的长期价值投资理念相契合，大道至简，高瓴资本也一直致力于通过科技创新助力实体经济，实现产业升级。事实上，蓝月亮与高瓴资本背后的资本故事也同样耐人寻味。2008年，很多中国基础消费品领域被跨国公司占领，其中宝洁和联合利华占领了家用洗涤市场。当高瓴资本创始人张磊海外求学归来，并于2005年创办高瓴资本时发现，虽然超市里满货架的日化用品几乎都是他熟悉的国外品牌，但他却怎么都找不到已经在美国用惯了的洗衣液。高瓴资本在研究中国消费品时，发现本土企业更有机会抓住消费品升级这一趋势。于是，张磊就找到了当时做洗涤剂的罗秋平，鼓励他做洗衣液。投资就是投对人，先寻找和最好商业模式契合的最好创业者，再一起发展。2008年，高瓴资本在消费品领域做了大量研究，发现了非常奇怪的一点——联合利华和宝洁当时在海外的所有日化产品中，有个品类占其市场份额最大，但在中国却根本没有这个品类——这就是洗衣液。高瓴资本与宝洁和联合利华探讨，得到的答复是宝洁和联合利华在世界各国发展多年，总结出一条规律——只有人均GDP超过8000美元，国家的洗衣行为才会从洗衣粉转向洗衣液。而当时中国人均GDP不到5000美元，所以他们判断中国市场还没有准备好。但是高瓴资本方面认为，中国一二线城市和三四线城市的消费层级差异非常大，不能按平均数来看。而有数据显示，当时国内人均GDP超过8000美元的人口基数已经超过2亿人。张磊当时就判断，中国完全具备了做洗衣液的市场。这是一个国外巨头还没有发现的市场，一度在中国呼风唤雨的外资日化巨头们也有走错棋子的时候。在衣物洗护市场上，外资两大巨头联合利华和宝洁占据了大半江山，正当他们把矛头对准新兴的立白和纳爱斯的洗衣粉、洗衣皂时，全然没有想到，当时中国的洗衣液市场还是一片蓝海。那个时候，洗衣液在国内还是曲高和寡的阳春白雪，销售额在全部衣物洗护中的占比甚至不到5%。回国之后买不到洗衣液的张磊，洞察到了洗衣液消费升级的新机会。上市背后的资本长情看到了机会的张磊，并没有找已经在衣物洗护市场站稳脚跟的公司合作，坚信“守正用奇”思想的他，出其不意地选择了一个从未涉足洗衣液行业的公司——蓝月亮。当时的蓝月亮，已有十几年的历史，但从来没有做过洗衣液。2006年，当张磊第一次见到创办蓝月亮的罗秋平夫妇时，他们正在销售洗手液，张磊与两人保持了联系。这是一次非同寻常的投资经历，因为开发新品类，就意味着从头再来，未来是不可知的;要投入也必然会影响现有赢利，必然有风险。那时蓝月亮作为国内洗手液的老大，公司持续盈利。张磊就说服罗秋平夫妇占住洗衣液这个品类，很可能有机会成为中国的一个日化巨头。罗秋平夫妇都是大学化学老师出身，本身就是理想主义者，一直都想做个真正的“好产品”，和高瓴资本一拍即合。但罗秋平表示：“没问题，我愿意尝试。这也是我们的一个理想。但怎么做?我们没有钱。”张磊回答：“既然这个生意是我说服你做的，那我投资，咱们就一起上，我也承担风险。”在高瓴资本的建议下，蓝月亮改变战法，投入大量资源到市场培育上，通过在自己的网站和百度百科上传授洗衣液相关知识，配合优惠装等营销活动，着手开始教育消费者改变洗衣方式。2008年，蓝月亮洗衣液横空出世，借助北京奥运会的红利，蓝月亮请了当时的全民偶像郭晶晶做代言，喊出了“深层洁净，更全面呵护您的手部、衣物和肌肤”的广告语，直戳消费者痛点，迅速赢得了一大批消费者的信赖，在主要城市崭露头角，并占领市场份额。投资人和企业家同时容忍短期的亏损，去迎接一个更大的格局——高瓴资本第一天把钱投进去时，蓝月亮是赚钱的。但这个当时唯一的外部机构投资人成功地说服罗秋平不要赚短期的钱，要勇于进入新的品类，打败跨国公司，变成中国洗衣液的第一名。于是，在这笔投资完成后，赚钱的蓝月亮先变成了亏损的公司。当然，亏损只是短期的，到了2014年公司的盈利已经是原来的10多倍。并且在洗衣液、洗手液、洁厕液三大品类上的市场份额稳居国内第一，高于宝洁、联合利华、庄臣等跨国竞争对手的总和。蓝月亮招股书显示，2007年～2013年，蓝月亮营业收入从4亿元增长到43亿元，年复合增长率49%。洗衣液市场份额从2008年到2013年连续6年排行第一。2010年，高瓴资本正式投资蓝月亮时，蓝月亮在洗衣液的市场份额一度高达44%。毫无疑问，蓝月亮也培育出了中国的洗衣液市场。在过去几十年中，洗衣液的增速远远超过洗衣粉、洗衣皂，洗衣液的渗透率已经从个位数攀升至44%。这意味着，在蓝月亮的带动下，越来越多的中国家庭把洗衣粉、洗衣皂换成了洗衣液。提升管理模式应对未来挑战“我曾经问过罗总一个问题：你做蓝月亮的真正动力是什么?他说：‘我每天都在琢磨，怎么帮中国的每个家庭更洁净。’”张磊对记者说。正是这份对“洁净”的执着让蓝月亮拥有持续创新能力。28年来，创新一直是蓝月亮的DNA。2008年，蓝月亮通过创新，率先向全国推广洗衣液;2015年，蓝月亮突破技术难关，推出国内首款采用泵头计量式包装“浓缩+”洗衣液机洗至尊;2018年，“至尊”洗衣液问世，丰富了国内衣物洗涤剂高端市场，引领行业进入生物科技洗衣液时代。目前，蓝月亮已覆盖衣物清洁护理、个人清洁护理及家居清洁护理三大品类，成为一家拥有多元化产品矩阵的大型日化企业。除旗舰品牌“蓝月亮”外，还相继推出卫诺品牌浴室清洁产品、至尊品牌浓缩洗衣液产品、净享品牌高级洗手液产品及具有温和配方的天露品牌餐具和蔬果清洗产品，为形成品牌多元化的策略打下了坚实的基础。上市也只是刚刚开始，多家券商机构指出，未来原材料成本的上升以及市场竞争将是最大的挑战。记者注意到，蓝月亮的业绩水平与盈利能力均保持稳步提升态势。招股书显示，2017年至2019年，蓝月亮的营收分别为56.32亿港元、67.68亿港元、70.50亿港元，复合年增长率为11.9%，为行业增速的2倍以上;净利润分别为8616万港元、5.54亿港元、10.80亿港元，复合年增长率高达254%。在疫情的影响下，2020年上半年，蓝月亮净利润依然保持38.5%的强劲增速，达到3.02亿港元。而盈利能力的提升源自于内部精细化管理和运营管理的提升。自2008年起，蓝月亮开始执行为业务营运打造先进信息技术系统的战略，并自主开发基于移动互联网及大数据技术的高度整合信息技术系统管理经营。凭借先进的信息化系统赋能，蓝月亮的经营效率持续优化。相关数据显示，蓝月亮存货周转天数由2017年的96.8天，持续缩短至2019年的69.5天，蓝月亮生产单位产品所需的人工工时于2017年至2019年间大幅下降约10%。弗若斯特沙利文报告指出，中国是全球最大的家庭清洁护理市场之一，按零售销售价值计算，预计中国家庭清洁护理市场的规模将由2019年的1108亿元增长至2024年的1677亿元，占2019年至2024年全球家庭清洁护理行业增长超过三分之一。疫情期间，线上渠道的重要性进一步凸显，这一渠道的增长也有目共睹。蓝月亮的全渠道布局上优势显著，其已逐步建立起“电子商务平台+直销大客户+线下分销商”的全渠道布局，助推品牌深入消费者所在的各个渠道和场景。根据弗若斯特沙利文的报告，2019年蓝月亮的洗衣液线上渠道零售销售额排名第一，市场份额为33.6%，为排名第二的中国洗衣液公司市场份额的2倍以上。在线下方面，截至2020年6月30日，蓝月亮除全国性及地区性超市外，其近70%的线下分销商位于三线及以下城市，覆盖分布于全中国逾2600个区县的零售销售点。2017～2019年，按零售销售价值计算，蓝月亮在中国","news_type":1},"isVote":1,"tweetType":1,"viewCount":1459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":386135384,"gmtCreate":1613142191848,"gmtModify":1613142191848,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>昨晚1亿多的大单净买入，今天肯定会涨超昨天的价，大单不可能亏损出局。淡定","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>昨晚1亿多的大单净买入，今天肯定会涨超昨天的价，大单不可能亏损出局。淡定","text":"$Sundial Growers Inc.(SNDL)$昨晚1亿多的大单净买入，今天肯定会涨超昨天的价，大单不可能亏损出局。淡定","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/386135384","isVote":1,"tweetType":1,"viewCount":3558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366020998,"gmtCreate":1614362675414,"gmtModify":1703476997972,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>坚定持有，一年后再决定要不要卖出","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>坚定持有，一年后再决定要不要卖出","text":"$Sundial Growers Inc.(SNDL)$坚定持有，一年后再决定要不要卖出","images":[{"img":"https://static.tigerbbs.com/36286aeb862181440612734c6976bee2","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/366020998","isVote":1,"tweetType":1,"viewCount":2221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":367015253,"gmtCreate":1614886620772,"gmtModify":1703482571780,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>还有希望吗","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>还有希望吗","text":"$RLX科技(RLX)$还有希望吗","images":[{"img":"https://static.tigerbbs.com/dcb550e21315ea98a1c01f9f6541aec4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/367015253","isVote":1,"tweetType":1,"viewCount":3700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":323198851,"gmtCreate":1615307272773,"gmtModify":1703487201184,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>慢慢上升当中，虽然亏损状态，但是很淡定","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>慢慢上升当中，虽然亏损状态，但是很淡定","text":"$Sundial Growers Inc.(SNDL)$慢慢上升当中，虽然亏损状态，但是很淡定","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323198851","isVote":1,"tweetType":1,"viewCount":1550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387262169,"gmtCreate":1613749601151,"gmtModify":1613749601151,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>卖股票是因为该公司的基本面变坏，而不是因为天要塌下来。--彼得.林奇","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>卖股票是因为该公司的基本面变坏，而不是因为天要塌下来。--彼得.林奇","text":"$Sundial Growers Inc.(SNDL)$卖股票是因为该公司的基本面变坏，而不是因为天要塌下来。--彼得.林奇","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387262169","isVote":1,"tweetType":1,"viewCount":2030,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314479260,"gmtCreate":1612369461150,"gmtModify":1703761068272,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>想一直补仓的，可惜没子弹了，涨三四倍没问题。快手占用了资金，快手上市上🉐有点慢","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>想一直补仓的，可惜没子弹了，涨三四倍没问题。快手占用了资金，快手上市上🉐有点慢","text":"$RLX科技(RLX)$想一直补仓的，可惜没子弹了，涨三四倍没问题。快手占用了资金，快手上市上🉐有点慢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/314479260","isVote":1,"tweetType":1,"viewCount":1853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316733605,"gmtCreate":1611953414807,"gmtModify":1703757053794,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>已补仓，越跌越买，会向思摩尔看齐的，只是时间问题","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>已补仓，越跌越买，会向思摩尔看齐的，只是时间问题","text":"$RLX科技(RLX)$已补仓，越跌越买，会向思摩尔看齐的，只是时间问题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/316733605","isVote":1,"tweetType":1,"viewCount":2485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314837673,"gmtCreate":1612329888092,"gmtModify":1703760430652,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"说这话又不用负法律责任，我个人维持小米38元的评级","listText":"说这话又不用负法律责任，我个人维持小米38元的评级","text":"说这话又不用负法律责任，我个人维持小米38元的评级","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314837673","repostId":"2108071212","repostType":2,"repost":{"id":"2108071212","kind":"news","pubTimestamp":1612229740,"share":"https://www.laohu8.com/m/news/2108071212?lang=&edition=full","pubTime":"2021-02-02 09:35","market":"hk","language":"zh","title":"【券商聚焦】大摩维持小米(01810)“与大市同步”评级 目标价24港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2108071212","media":"凤凰网港股","summary":"凤凰网港股|大摩发研报指，小米公司已于当地时间1月29日对美国国防部和财政部提起了法律诉讼。目前，诉讼程序没有明确的时间表。小米表示，将密切监测进程，等待法院审查，然后采取进一步行动，以保护股东和员工的利益。大摩认为，到目前为止，此举对小米商业运作的影响有限。小米已与美国主要供应商/合作伙伴积极沟通，并表示预计不会有重大变化。该行维持小米“与大市同步”评级，目标价24港元。","content":"<html><body><article><p>凤凰网港股|大摩发研报指，小米公司已于当地时间1月29日对美国国防部和财政部提起了法律诉讼。目前，诉讼程序没有明确的时间表。</p><p>小米表示，将密切监测进程，等待法院审查，然后采取进一步行动，以保护股东和员工的利益。</p><p>大摩认为，到目前为止，此举对小米商业运作的影响有限。小米已与美国主要供应商/合作伙伴积极沟通，并表示预计不会有重大变化。该行维持小米“与大市同步”评级，目标价24港元。</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>【券商聚焦】大摩维持小米(01810)“与大市同步”评级 目标价24港元</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; 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【券商聚焦】大摩维持小米(01810)“与大市同步”评级 目标价24港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-02 09:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021020209361377dbc304&s=b><strong>凤凰网港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>凤凰网港股|大摩发研报指，小米公司已于当地时间1月29日对美国国防部和财政部提起了法律诉讼。目前，诉讼程序没有明确的时间表。小米表示，将密切监测进程，等待法院审查，然后采取进一步行动，以保护股东和员工的利益。大摩认为，到目前为止，此举对小米商业运作的影响有限。小米已与美国主要供应商/合作伙伴积极沟通，并表示预计不会有重大变化。该行维持小米“与大市同步”评级，目标价24港元。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021020209361377dbc304&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d2488184ce4815610e2426c10250da75","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021020209361377dbc304&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2108071212","content_text":"凤凰网港股|大摩发研报指，小米公司已于当地时间1月29日对美国国防部和财政部提起了法律诉讼。目前，诉讼程序没有明确的时间表。小米表示，将密切监测进程，等待法院审查，然后采取进一步行动，以保护股东和员工的利益。大摩认为，到目前为止，此举对小米商业运作的影响有限。小米已与美国主要供应商/合作伙伴积极沟通，并表示预计不会有重大变化。该行维持小米“与大市同步”评级，目标价24港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358214401,"gmtCreate":1616696382203,"gmtModify":1616696382203,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>开始启动了……[看涨]&nbsp;","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>开始启动了……[看涨]&nbsp;","text":"$Sundial Growers Inc.(SNDL)$开始启动了……[看涨]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358214401","isVote":1,"tweetType":1,"viewCount":1696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384474286,"gmtCreate":1613679026045,"gmtModify":1613679026045,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>别人恐惧，我贪婪；别人贪婪，我恐惧。","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>别人恐惧，我贪婪；别人贪婪，我恐惧。","text":"$Sundial Growers Inc.(SNDL)$别人恐惧，我贪婪；别人贪婪，我恐惧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384474286","isVote":1,"tweetType":1,"viewCount":1924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372512338579752,"gmtCreate":1731985050150,"gmtModify":1731985053281,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"看好雷布斯，软件公司做成了，小米手机做成了，汽车也做火了，现在小米汽车SU7正热卖中，又来了一款爆款超跑SU7&nbsp;Ultra，超高性价比，必定热卖。从2020年持有到现在，最低跌到了11元，仍然看好雷总，现在又涨回将近30，继续坚定持有。","listText":"看好雷布斯，软件公司做成了，小米手机做成了，汽车也做火了，现在小米汽车SU7正热卖中，又来了一款爆款超跑SU7&nbsp;Ultra，超高性价比，必定热卖。从2020年持有到现在，最低跌到了11元，仍然看好雷总，现在又涨回将近30，继续坚定持有。","text":"看好雷布斯，软件公司做成了，小米手机做成了，汽车也做火了，现在小米汽车SU7正热卖中，又来了一款爆款超跑SU7 Ultra，超高性价比，必定热卖。从2020年持有到现在，最低跌到了11元，仍然看好雷总，现在又涨回将近30，继续坚定持有。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372512338579752","isVote":1,"tweetType":1,"viewCount":1997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364763649,"gmtCreate":1614874915481,"gmtModify":1703482451065,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>逆势上涨，有想象的空间…","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>逆势上涨，有想象的空间…","text":"$RLX科技(RLX)$逆势上涨，有想象的空间…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364763649","isVote":1,"tweetType":1,"viewCount":2034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388596430,"gmtCreate":1613061026920,"gmtModify":1703769113055,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>没上车的，赶紧，不然又后悔了","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>没上车的，赶紧，不然又后悔了","text":"$Sundial Growers Inc.(SNDL)$没上车的，赶紧，不然又后悔了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388596430","isVote":1,"tweetType":1,"viewCount":1446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381715666,"gmtCreate":1612986408655,"gmtModify":1703768050418,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>刚刚忍不住已加仓，继续冲吧😄没有最高，只有更高[财迷]&nbsp;","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>刚刚忍不住已加仓，继续冲吧😄没有最高，只有更高[财迷]&nbsp;","text":"$Sundial Growers Inc.(SNDL)$刚刚忍不住已加仓，继续冲吧😄没有最高，只有更高[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381715666","isVote":1,"tweetType":1,"viewCount":1277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385916437,"gmtCreate":1613492933629,"gmtModify":1613492933629,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>前几天设了25的买单，就差一点点没到位，没建仓成功，现在越看越后悔，越来越不敢进[流泪]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>前几天设了25的买单，就差一点点没到位，没建仓成功，现在越看越后悔，越来越不敢进[流泪]&nbsp;","text":"$老虎证券(TIGR)$前几天设了25的买单，就差一点点没到位，没建仓成功，现在越看越后悔，越来越不敢进[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385916437","isVote":1,"tweetType":1,"viewCount":1563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381408121,"gmtCreate":1612972900063,"gmtModify":1703767877400,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>每次回调都是上车的机会，随时准备着冲峰……","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>每次回调都是上车的机会，随时准备着冲峰……","text":"$Sundial Growers Inc.(SNDL)$每次回调都是上车的机会，随时准备着冲峰……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381408121","isVote":1,"tweetType":1,"viewCount":1364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328903192,"gmtCreate":1615477131316,"gmtModify":1703489740532,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"分析师，请问你做空了没","listText":"分析师，请问你做空了没","text":"分析师，请问你做空了没","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328903192","repostId":"1125172380","repostType":2,"repost":{"id":"1125172380","kind":"news","pubTimestamp":1615446449,"share":"https://www.laohu8.com/m/news/1125172380?lang=&edition=full","pubTime":"2021-03-11 15:07","market":"us","language":"en","title":"Sell Sundial Growers, Analyst Says. The Cannabis Stock’s Price Doesn’t Match Fundamentals.","url":"https://stock-news.laohu8.com/highlight/detail?id=1125172380","media":"Barrons","summary":"Shares of Sundial Growers have rebounded amida broader cannabis rally. But an analyst at BMO Capital","content":"<p>Shares of&nbsp;Sundial Growers&nbsp;have rebounded amida broader cannabis rally. But an analyst at BMO Capital Markets has concerns about its valuation.</p>\n<p>BMO Capital Markets analyst Tamy Chen lowered her rating on Sundial shares (ticker: SNDL) to Underperform from Market Perform. She raised her price target to 40 cents from 30 cents.</p>\n<p>Sundial stock, which once traded north of $11, tanked in 2019 and 2020 following a number of issues, including some of its cannabis being rejected by a customer due to poor quality,MarketWatch reported. The issues culminated with the company’s core management team resigning last year. The new management team, Chen notes, has drastically improved the company’s balance sheet. The stock has soared 177% in 2021, up 44% from its levels 12 months ago.</p>\n<p>But in terms of its sales growth, positioning in the Canadian recreational market, and path to profitability, the company’s fundamentals don’t support Sundial’s valuation, according to Chen. Despite the stock trading at 28 times her calendar-year 2022 sales forecast, she notes that recreational sales declined 30% in the third quarter of 2020 from the second quarter—even though there was growth in the broader industry.</p>\n<p>“SNDL needs to demonstrate more consistent top-line momentum to ease concerns that there is soft consumer traction for its products,” Chen wrote.</p>\n<p>The Sundial downgrade was a part of a broader new framework Chen is applying to her cannabis stock coverage. She is homing in on firms with improving profitability and key strategic attributes. Such attributes include a large and capable strategic partner, a meaningful presence in key international markets like Germany, a strong management team, and a clear and strategic path into the U.S. cannabis market.</p>\n<p>She also lowered her rating on&nbsp;OrganiGram Holdings (OGI) to Underperform from Market Perform, noting the company, “has not been able to materially grow its rec sales for several quarters even though the industry has expanded.”</p>\n<p>Sundial stock was down 5.8% to $1.31 on Wednesday. ETFMG Alternative Harvest (MJ), an exchange-traded fund with exposure to the cannabis business, was down 0.8%.</p>","source":"lsy1601382232898","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>Sell Sundial Growers, Analyst Says. The Cannabis Stock’s Price Doesn’t Match Fundamentals.</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\">\nSell Sundial Growers, Analyst Says. The Cannabis Stock’s Price Doesn’t Match Fundamentals.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-11 15:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/sell-sundial-growers-cannabis-stock-51615414888?mod=hp_DAY_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Sundial Growers have rebounded amida broader cannabis rally. But an analyst at BMO Capital Markets has concerns about its valuation.\nBMO Capital Markets analyst Tamy Chen lowered her rating ...</p>\n\n<a href=\"https://www.barrons.com/articles/sell-sundial-growers-cannabis-stock-51615414888?mod=hp_DAY_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNDL":"SNDL Inc."},"source_url":"https://www.barrons.com/articles/sell-sundial-growers-cannabis-stock-51615414888?mod=hp_DAY_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125172380","content_text":"Shares of Sundial Growers have rebounded amida broader cannabis rally. But an analyst at BMO Capital Markets has concerns about its valuation.\nBMO Capital Markets analyst Tamy Chen lowered her rating on Sundial shares (ticker: SNDL) to Underperform from Market Perform. She raised her price target to 40 cents from 30 cents.\nSundial stock, which once traded north of $11, tanked in 2019 and 2020 following a number of issues, including some of its cannabis being rejected by a customer due to poor quality,MarketWatch reported. The issues culminated with the company’s core management team resigning last year. The new management team, Chen notes, has drastically improved the company’s balance sheet. The stock has soared 177% in 2021, up 44% from its levels 12 months ago.\nBut in terms of its sales growth, positioning in the Canadian recreational market, and path to profitability, the company’s fundamentals don’t support Sundial’s valuation, according to Chen. Despite the stock trading at 28 times her calendar-year 2022 sales forecast, she notes that recreational sales declined 30% in the third quarter of 2020 from the second quarter—even though there was growth in the broader industry.\n“SNDL needs to demonstrate more consistent top-line momentum to ease concerns that there is soft consumer traction for its products,” Chen wrote.\nThe Sundial downgrade was a part of a broader new framework Chen is applying to her cannabis stock coverage. She is homing in on firms with improving profitability and key strategic attributes. Such attributes include a large and capable strategic partner, a meaningful presence in key international markets like Germany, a strong management team, and a clear and strategic path into the U.S. cannabis market.\nShe also lowered her rating on OrganiGram Holdings (OGI) to Underperform from Market Perform, noting the company, “has not been able to materially grow its rec sales for several quarters even though the industry has expanded.”\nSundial stock was down 5.8% to $1.31 on Wednesday. ETFMG Alternative Harvest (MJ), an exchange-traded fund with exposure to the cannabis business, was down 0.8%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352711938,"gmtCreate":1617004072624,"gmtModify":1617004072624,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CIDM\">$Cinedigm数码影院(CIDM)$</a>我从来不在我不懂的事情上投入大量的金钱——彼得•林奇","listText":"<a href=\"https://laohu8.com/S/CIDM\">$Cinedigm数码影院(CIDM)$</a>我从来不在我不懂的事情上投入大量的金钱——彼得•林奇","text":"$Cinedigm数码影院(CIDM)$我从来不在我不懂的事情上投入大量的金钱——彼得•林奇","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352711938","isVote":1,"tweetType":1,"viewCount":2231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334844965,"gmtCreate":1610730881157,"gmtModify":1703746738543,"author":{"id":"3554448349274857","authorId":"3554448349274857","name":"天牛2020","avatar":"https://static.tigerbbs.com/58dc8dc1dd44b167103affac760e6c2e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554448349274857","authorIdStr":"3554448349274857"},"themes":[],"htmlText":"老虎没额，用户都不中，盘前赶紧上车","listText":"老虎没额，用户都不中，盘前赶紧上车","text":"老虎没额，用户都不中，盘前赶紧上车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334844965","repostId":"335577266","repostType":1,"repost":{"id":335577266,"gmtCreate":1610633409555,"gmtModify":1710138771240,"author":{"id":"3567605185728574","authorId":"3567605185728574","name":"Ericaaaaaa","avatar":"https://static.tigerbbs.com/6b677b359e9811e02b07dc8659fc471a","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567605185728574","authorIdStr":"3567605185728574"},"themes":[],"title":"带着人工智能帽子的游戏公司~你还不关注一波？解析IPO新贵Playtika","htmlText":"最近真的忙到想骂人，但自己立下的flag打死也要完成。正好最近闲暇时间都在氪原神，不禁感叹游戏公司可真赚钱啊。碰巧看到一个游戏公司IPO有打新机会，就顺便关注一下看能不能上个小车。这家公司就是Playtika。先说一下，本文是前天写完发在另一个平台上的，老虎我给忘了……所以最后有打新建议部分。现在对大家可能参考意义不大，但思路可以借鉴。Playtika创始于2010年，是一家通过收购优化产品组合，运用人工智能手段来改善移动游戏体验的公司。总部设在以色列，在全球19个地点，包括阿根廷，澳大利亚，加拿大，乌克兰，美国在内，设有办公室，员工超过3700人。Playtika靠运营棋牌等类赌博游戏起家，产品线已拓展到农场，解密等多个休闲社交游戏领域，在全美畅销榜前100款游戏中占据9款，是拥有数量最多的公司。Playtika用户分布在北美、澳大利亚等地区，所有业务符合美国联邦及各州法律以及其他业务所在地地区法律，业务合法合规，不涉及赌博。这种纸牌，宾果类游戏，以其门槛低，好上手，时间短，变化多的优势，一向保持着超长的游戏生命力。像我，没时间玩大手机里最长打开的游戏，还是三分钟一局的开心消消乐。人工智能赋能游戏生态Playtika如何让游戏保持持久的生命力？答案就是数据驱动。公司每天处理超过9TB的数据，重点投资发展其数据科学能力，这帮助公司改进运营，增强了其专有的Playtika Boost平台的分析能力。公司约40%的员工从事研发工作,RD费用投资持续增长。Playtika这种价值导向使他立志成为人工智能游戏第一股。公司将通过如下几个策略来寻求增长：1.&nbsp;&nbsp;&nbsp;&nbsp;非付费用户转化为付费用户。通过对游戏内容和功能的持续优化，客户的平均日付款转换率已经由2019年9月30日的2.1%提升到了2020年9月30日的2.6%，增幅23.8%。2.&amp;nbs","listText":"最近真的忙到想骂人，但自己立下的flag打死也要完成。正好最近闲暇时间都在氪原神，不禁感叹游戏公司可真赚钱啊。碰巧看到一个游戏公司IPO有打新机会，就顺便关注一下看能不能上个小车。这家公司就是Playtika。先说一下，本文是前天写完发在另一个平台上的，老虎我给忘了……所以最后有打新建议部分。现在对大家可能参考意义不大，但思路可以借鉴。Playtika创始于2010年，是一家通过收购优化产品组合，运用人工智能手段来改善移动游戏体验的公司。总部设在以色列，在全球19个地点，包括阿根廷，澳大利亚，加拿大，乌克兰，美国在内，设有办公室，员工超过3700人。Playtika靠运营棋牌等类赌博游戏起家，产品线已拓展到农场，解密等多个休闲社交游戏领域，在全美畅销榜前100款游戏中占据9款，是拥有数量最多的公司。Playtika用户分布在北美、澳大利亚等地区，所有业务符合美国联邦及各州法律以及其他业务所在地地区法律，业务合法合规，不涉及赌博。这种纸牌，宾果类游戏，以其门槛低，好上手，时间短，变化多的优势，一向保持着超长的游戏生命力。像我，没时间玩大手机里最长打开的游戏，还是三分钟一局的开心消消乐。人工智能赋能游戏生态Playtika如何让游戏保持持久的生命力？答案就是数据驱动。公司每天处理超过9TB的数据，重点投资发展其数据科学能力，这帮助公司改进运营，增强了其专有的Playtika Boost平台的分析能力。公司约40%的员工从事研发工作,RD费用投资持续增长。Playtika这种价值导向使他立志成为人工智能游戏第一股。公司将通过如下几个策略来寻求增长：1.&nbsp;&nbsp;&nbsp;&nbsp;非付费用户转化为付费用户。通过对游戏内容和功能的持续优化，客户的平均日付款转换率已经由2019年9月30日的2.1%提升到了2020年9月30日的2.6%，增幅23.8%。2.&amp;nbs","text":"最近真的忙到想骂人，但自己立下的flag打死也要完成。正好最近闲暇时间都在氪原神，不禁感叹游戏公司可真赚钱啊。碰巧看到一个游戏公司IPO有打新机会，就顺便关注一下看能不能上个小车。这家公司就是Playtika。先说一下，本文是前天写完发在另一个平台上的，老虎我给忘了……所以最后有打新建议部分。现在对大家可能参考意义不大，但思路可以借鉴。Playtika创始于2010年，是一家通过收购优化产品组合，运用人工智能手段来改善移动游戏体验的公司。总部设在以色列，在全球19个地点，包括阿根廷，澳大利亚，加拿大，乌克兰，美国在内，设有办公室，员工超过3700人。Playtika靠运营棋牌等类赌博游戏起家，产品线已拓展到农场，解密等多个休闲社交游戏领域，在全美畅销榜前100款游戏中占据9款，是拥有数量最多的公司。Playtika用户分布在北美、澳大利亚等地区，所有业务符合美国联邦及各州法律以及其他业务所在地地区法律，业务合法合规，不涉及赌博。这种纸牌，宾果类游戏，以其门槛低，好上手，时间短，变化多的优势，一向保持着超长的游戏生命力。像我，没时间玩大手机里最长打开的游戏，还是三分钟一局的开心消消乐。人工智能赋能游戏生态Playtika如何让游戏保持持久的生命力？答案就是数据驱动。公司每天处理超过9TB的数据，重点投资发展其数据科学能力，这帮助公司改进运营，增强了其专有的Playtika Boost平台的分析能力。公司约40%的员工从事研发工作,RD费用投资持续增长。Playtika这种价值导向使他立志成为人工智能游戏第一股。公司将通过如下几个策略来寻求增长：1. 非付费用户转化为付费用户。通过对游戏内容和功能的持续优化，客户的平均日付款转换率已经由2019年9月30日的2.1%提升到了2020年9月30日的2.6%，增幅23.8%。2.&nbs","images":[{"img":"https://static.tigerbbs.com/7862212e092bac7b0aab755788ef07a0","width":"288","height":"349"},{"img":"https://static.tigerbbs.com/8a780161af804361dba9e1e3a153c60a","width":"553","height":"257"},{"img":"https://static.tigerbbs.com/cfac515d3e963f25e21c0438934be2c5","width":"553","height":"114"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335577266","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1003,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}