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Leo_Fan_1618
2022-05-05
港币跟美刀挂钩的
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Leo_Fan_1618
2021-11-26
来我大A,按市盈率高低分辨优劣,分分钟钟教老头子做人
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Leo_Fan_1618
2021-11-18
这篇文章不错,转发给大家看看
@小镇做T家:腾讯已踩刹车,阿里仍然很稳
Leo_Fan_1618
2021-07-24
下周见,老九们
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Leo_Fan_1618
2021-06-03
分好了。准备干
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Leo_Fan_1618
2021-05-27
徐工表示祝贺
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Leo_Fan_1618
2021-05-27
三一发来贺电
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Leo_Fan_1618
2021-01-21
谣言,不是百分之十。是除了百分之十都是它的
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Leo_Fan_1618
2020-10-28
大爷的,挣钱的时候不声不吭。现在喊我们去接盘,其心可诛
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Leo_Fan_1618
2020-10-26
信不信开盘就破发
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Leo_Fan_1618
2020-10-15
终究还是让马先生背了这口锅
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Leo_Fan_1618
2020-07-31
吃相太难看,说的倒是好听。下周大A又要吃大面。这传达了上层的意思,我要吃独食!
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Leo_Fan_1618
2020-07-30
支持建国!
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去老虎APP查看更多动态
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href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a><a href=\"https://laohu8.com/S/TCEHY\">$腾讯控股ADR(TCEHY)$</a>很多人都从双十一电商节的直观感受,得出结论是阿里不行了。在小镇看来,这个结论下的过于流于表面了。本季度阿里营收2006亿元,同比增长29%(非常接近去年同季度的增速!);经调整后净利润285亿元,同比降39%。作为对比,腾讯本季度营收1423亿元,同比增长13%,经调整后净利润317亿元,同比降2%。为什么说阿里财报比腾讯的好看?因为从数据来看,腾讯已经摸到了高速增长的天花板,传统业务比如占大头的国内游戏、广告业务都是个位数增长,而新兴业务虽然成长快但份额占比还太小。而阿里还在保持着“大象跳舞”这种高营收增速。阿里这两年处在风口浪尖,俨然一副药丸的样子。但是在T家看来,阿里只是暂时主动掩去了锋芒,正在修炼更高深的内功而已。在很多人印象中,阿里几乎等同于淘宝,但现在淘宝只是阿里众多主要营收业务中的一环。而且大量的新兴业务还在不断培育中。很多分析师看财报,来来回回盯着营收利润数据,但是他们往往漏掉最关键的一项:研发投入。在过去的10年中,阿里常年研发投入占比超10%以上。作为对比,腾讯财报中显示二季度研发投入同比大幅增长36%,但是这个研发占比也才是9.6%的水平。我们别忘了,在马化腾和李彦宏还在觉得云计算是天方夜谭的时候,马云就已经在全力支持王坚搞云计算了,那亚马逊虽然是行业先驱,但云计算这个全新物种也只是刚刚诞生,还没经过市场的检验,从这一点上来说,阿里在研发土壤的质量上,处于中国第二梯队领头羊的位置。(第一梯队有且只有一个公司,它的名字叫华为)所以,现在的阿里不但是一个营收还在高速增长的企业,而且还","listText":"阿里第二季度财报出来了,整体上比前几天出来的腾讯财报更好看。<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a><a href=\"https://laohu8.com/S/TCEHY\">$腾讯控股ADR(TCEHY)$</a>很多人都从双十一电商节的直观感受,得出结论是阿里不行了。在小镇看来,这个结论下的过于流于表面了。本季度阿里营收2006亿元,同比增长29%(非常接近去年同季度的增速!);经调整后净利润285亿元,同比降39%。作为对比,腾讯本季度营收1423亿元,同比增长13%,经调整后净利润317亿元,同比降2%。为什么说阿里财报比腾讯的好看?因为从数据来看,腾讯已经摸到了高速增长的天花板,传统业务比如占大头的国内游戏、广告业务都是个位数增长,而新兴业务虽然成长快但份额占比还太小。而阿里还在保持着“大象跳舞”这种高营收增速。阿里这两年处在风口浪尖,俨然一副药丸的样子。但是在T家看来,阿里只是暂时主动掩去了锋芒,正在修炼更高深的内功而已。在很多人印象中,阿里几乎等同于淘宝,但现在淘宝只是阿里众多主要营收业务中的一环。而且大量的新兴业务还在不断培育中。很多分析师看财报,来来回回盯着营收利润数据,但是他们往往漏掉最关键的一项:研发投入。在过去的10年中,阿里常年研发投入占比超10%以上。作为对比,腾讯财报中显示二季度研发投入同比大幅增长36%,但是这个研发占比也才是9.6%的水平。我们别忘了,在马化腾和李彦宏还在觉得云计算是天方夜谭的时候,马云就已经在全力支持王坚搞云计算了,那亚马逊虽然是行业先驱,但云计算这个全新物种也只是刚刚诞生,还没经过市场的检验,从这一点上来说,阿里在研发土壤的质量上,处于中国第二梯队领头羊的位置。(第一梯队有且只有一个公司,它的名字叫华为)所以,现在的阿里不但是一个营收还在高速增长的企业,而且还","text":"阿里第二季度财报出来了,整体上比前几天出来的腾讯财报更好看。$阿里巴巴(BABA)$$腾讯控股ADR(TCEHY)$很多人都从双十一电商节的直观感受,得出结论是阿里不行了。在小镇看来,这个结论下的过于流于表面了。本季度阿里营收2006亿元,同比增长29%(非常接近去年同季度的增速!);经调整后净利润285亿元,同比降39%。作为对比,腾讯本季度营收1423亿元,同比增长13%,经调整后净利润317亿元,同比降2%。为什么说阿里财报比腾讯的好看?因为从数据来看,腾讯已经摸到了高速增长的天花板,传统业务比如占大头的国内游戏、广告业务都是个位数增长,而新兴业务虽然成长快但份额占比还太小。而阿里还在保持着“大象跳舞”这种高营收增速。阿里这两年处在风口浪尖,俨然一副药丸的样子。但是在T家看来,阿里只是暂时主动掩去了锋芒,正在修炼更高深的内功而已。在很多人印象中,阿里几乎等同于淘宝,但现在淘宝只是阿里众多主要营收业务中的一环。而且大量的新兴业务还在不断培育中。很多分析师看财报,来来回回盯着营收利润数据,但是他们往往漏掉最关键的一项:研发投入。在过去的10年中,阿里常年研发投入占比超10%以上。作为对比,腾讯财报中显示二季度研发投入同比大幅增长36%,但是这个研发占比也才是9.6%的水平。我们别忘了,在马化腾和李彦宏还在觉得云计算是天方夜谭的时候,马云就已经在全力支持王坚搞云计算了,那亚马逊虽然是行业先驱,但云计算这个全新物种也只是刚刚诞生,还没经过市场的检验,从这一点上来说,阿里在研发土壤的质量上,处于中国第二梯队领头羊的位置。(第一梯队有且只有一个公司,它的名字叫华为)所以,现在的阿里不但是一个营收还在高速增长的企业,而且还","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876064624","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":174636334,"gmtCreate":1627094091428,"gmtModify":1627101314645,"author":{"id":"3554836574172658","authorId":"3554836574172658","name":"Leo_Fan_1618","avatar":"https://static.tigerbbs.com/84f63ca60b470b3273175cb4e40aba7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554836574172658","authorIdStr":"3554836574172658"},"themes":[],"htmlText":"下周见,老九们","listText":"下周见,老九们","text":"下周见,老九们","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174636334","repostId":"1100647660","repostType":2,"isVote":1,"tweetType":1,"viewCount":2287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":118389606,"gmtCreate":1622719169305,"gmtModify":1622719822174,"author":{"id":"3554836574172658","authorId":"3554836574172658","name":"Leo_Fan_1618","avatar":"https://static.tigerbbs.com/84f63ca60b470b3273175cb4e40aba7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554836574172658","authorIdStr":"3554836574172658"},"themes":[],"htmlText":"分好了。准备干","listText":"分好了。准备干","text":"分好了。准备干","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/118389606","repostId":"1126991956","repostType":4,"isVote":1,"tweetType":1,"viewCount":1689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":132768527,"gmtCreate":1622117015669,"gmtModify":1622123976489,"author":{"id":"3554836574172658","authorId":"3554836574172658","name":"Leo_Fan_1618","avatar":"https://static.tigerbbs.com/84f63ca60b470b3273175cb4e40aba7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554836574172658","authorIdStr":"3554836574172658"},"themes":[],"htmlText":"徐工表示祝贺","listText":"徐工表示祝贺","text":"徐工表示祝贺","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/132768527","repostId":"1198363374","repostType":4,"isVote":1,"tweetType":1,"viewCount":1592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":132768831,"gmtCreate":1622117000923,"gmtModify":1622123976489,"author":{"id":"3554836574172658","authorId":"3554836574172658","name":"Leo_Fan_1618","avatar":"https://static.tigerbbs.com/84f63ca60b470b3273175cb4e40aba7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554836574172658","authorIdStr":"3554836574172658"},"themes":[],"htmlText":"三一发来贺电","listText":"三一发来贺电","text":"三一发来贺电","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/132768831","repostId":"1198363374","repostType":4,"isVote":1,"tweetType":1,"viewCount":2090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310079233,"gmtCreate":1611235857722,"gmtModify":1703749067970,"author":{"id":"3554836574172658","authorId":"3554836574172658","name":"Leo_Fan_1618","avatar"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