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HANDM

HANDM

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2021-05-22

耐心持仓

600块的腾讯是否具备投资价值

2021-03-02

反弹还是反转??

抱歉，原内容已删除

2021-04-28

打完给个甜枣?

美团反垄断罚款或超40亿，王兴的扩张会踩刹车吗？

2021-02-19

不见得

抱歉，原内容已删除

2021-02-11

作者辛苦了。[强]

抱歉，原内容已删除

2021-02-11

请教一下怎么买?

抱歉，原内容已删除

2021-08-14

历史不就是人人打扮的小姑娘 --某专家曾经如是说。读者是受过批判性思维教育的就好了。懂得理性思考，懂得客观评论，才是民族之福。

抱歉，原内容已删除

2021-05-29

大了问题就来了

互联网用户增长见顶？王兴：我不认输

2021-03-25

蹭热度必败

抱歉，原内容已删除

2021-02-13

桥水100多亿?这么小了??

抱歉，原内容已删除

2021-05-21

牛人

抱歉，原内容已删除

2021-05-05

搅局娘们

抱歉，原内容已删除

2021-04-25

不忘初心

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2021-02-08

进退有度

TikTok计划推出新功能，开拓美国电子商务市场

2021-08-07

都是坑啊

3 EV Stocks to Sell Before You Lose Everything

2021-07-04

尽信书则不如无书

抱歉，原内容已删除

2021-06-02

不错，但是达不到心理预期。

Zoom 2022财年Q1营收及净利润均超市场预期

2021-03-14

关注自己的生活要远重要过对于自己可有可无的东西!

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2021-02-26

遛遛就知道了。既不快速否定也不过分乐观。

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2021-02-14

都不怎么样

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去老虎APP查看更多动态

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Platforms, Amazon and Micr","content":"<p>Mega-cap growth stocks&nbsp;rose&nbsp;in&nbsp;premarket&nbsp;trading,&nbsp;with&nbsp;Apple,&nbsp;Tesla,&nbsp;Meta Platforms,&nbsp;Amazon&nbsp;and Microsoft&nbsp;rising&nbsp;between&nbsp;0.7%&nbsp;and&nbsp;2%.</p>\n<p><img src=\"https://static.tigerbbs.com/bed039d64003b4f9de72ff4a02a44476\" tg-width=\"711\" tg-height=\"600\" width=\"100%\" height=\"auto\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Mega-cap growth stocks rose in premarket trading, with Apple, Tesla, Meta Platforms, Amazon and Microsoft rising between 0.7% and 2%.</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMega-cap growth stocks rose in premarket trading, with Apple, Tesla, Meta Platforms, Amazon and Microsoft rising between 0.7% and 2%.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-21 17:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Mega-cap growth stocks&nbsp;rose&nbsp;in&nbsp;premarket&nbsp;trading,&nbsp;with&nbsp;Apple,&nbsp;Tesla,&nbsp;Meta Platforms,&nbsp;Amazon&nbsp;and Microsoft&nbsp;rising&nbsp;between&nbsp;0.7%&nbsp;and&nbsp;2%.</p>\n<p><img src=\"https://static.tigerbbs.com/bed039d64003b4f9de72ff4a02a44476\" tg-width=\"711\" tg-height=\"600\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","AMZN":"亚马逊","AAPL":"苹果","MSFT":"微软"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102113798","content_text":"Mega-cap growth stocks rose in premarket trading, with Apple, Tesla, Meta Platforms, Amazon and Microsoft rising between 0.7% and 2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699706198,"gmtCreate":1639886907619,"gmtModify":1639886907773,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Dreams come true for sure","listText":"Dreams come true for sure","text":"Dreams come true for sure","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699706198","repostId":"2192754259","repostType":4,"repost":{"id":"2192754259","pubTimestamp":1639811460,"share":"https://www.laohu8.com/m/news/2192754259?lang=&edition=full","pubTime":"2021-12-18 15:11","market":"us","language":"en","title":"Got $5,000? These 3 Growth Stocks Are Trading Near Their 52-Week Lows","url":"https://stock-news.laohu8.com/highlight/detail?id=2192754259","media":"Motley Fool","summary":"Three names you know are trading within 10% of their 52-week lows. They deserve better.","content":"<p>The major market indexes may be near their recent all-time highs, but your portfolio might have missed the memo. There are a lot of stocks struggling outside of the bellwethers that are heavily weighted in the market gauges, and we're not just talking about small and obscure names.</p>\n<p><b>Disney</b>&nbsp;(NYSE:DIS),<b> <a href=\"https://laohu8.com/S/TWTR\">Twitter</a></b>&nbsp;(NYSE:TWTR), and <b>Toast </b>(NYSE:TOST) are all trading within 10% of their 52-week lows. They are market leaders, but investors just aren't feeling the love for the entertainment powerhouse, the social media kingmaker, and the toast of the town in restaurant tech. Let's see why these are three promising ideas for the next $5,000 you want to invest in the market.</p>\n<h4><a href=\"https://laohu8.com/S/DIS\">Disney</a></h4>\n<p>Disney's theme parks call themselves the happiest or merriest places on Earth, but shareholders aren't feeling the same way these days. The media maven's stock is less than 5% away from the 52-week low it hit earlier this month.</p>\n<p>It's pretty surprising to see Disney as a market laggard this year. It's the dominant theme park operator and film studio on the planet, making it a clear beneficiary of the reopening of the economy in 2021. Unfortunately for shareholders, things are never as easy as they seem. Disney+ subscriber growth has slowed recently, and that's problematic since the platform for premium streaming video was the major reason for Disney climbing in 2020.</p>\n<p>Disney near 52-week lows is still a sobering development. The theme parks continue to draw. The top movies this year are largely Disney's handiwork. Even its cruise lines are finally sailing again. The weight of the world may be on beleaguered CEO Bob Chapek's shoulders, but it's a small world after all.</p>\n<p><b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a></b></p>\n<p>Another shocking name skirting fresh lows is Twitter. The company behind the short-form social platform is in a funk, and even the initial 10% pop that the stock experienced after its CEO stepped down late last month proved fleeting. As of Thursday's close, Twitter is also now just 5% above the fresh low it hit two weeks ago.</p>\n<p>The platform is working. Its daily active users have grown 13% over the past year to 211 million. Ad revenue is growing even faster, and that 41% surge is a testament to both Twitter's engagement and its ability to milk more money out of every user. New leadership should help it continue to evolve, and the recent rollout of premium features for those willing to pay a little to improve the experience should get Twitter moving in the right direction again before long.</p>\n<h4><a href=\"https://laohu8.com/S/TOST\">Toast</a></h4>\n<p>Running a restaurant has changed dramatically just in the past couple of years, and Toast is the no-brainer cloud-based platform that keeps eateries on top of all of the trending revenue streams. It's a one-stop shop for restaurant needs. On the consumer-facing end, it helps process mobile ordering for take-out, manage incoming sales from third-party delivery services, and naturally serve as the point-of-sale for in-restaurant dining. It also helps run customer loyalty programs to keep regulars coming back.</p>\n<p>Toast does even more on the enterprise end, tackling everything from payroll to inventory management. With chains and independent concepts emerging smarter out of the pandemic than they were before, the company simplifies the necessary functions of an eatery in the new normal.</p>\n<p>Despite stellar growth -- revenue has soared 105% through the first nine months of this year -- the recent IPO hit an all-time low on Wednesday. It may be causing indigestion for investors who chased the new stock when it popped to double today's price by early November, but right now it feels more like a dinner bell.</p>","source":"fool_stock","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>Got $5,000? These 3 Growth Stocks Are Trading Near Their 52-Week Lows</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\">\nGot $5,000? These 3 Growth Stocks Are Trading Near Their 52-Week Lows\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-18 15:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/17/got-5000-these-3-growth-stocks-are-trading-near-th/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The major market indexes may be near their recent all-time highs, but your portfolio might have missed the memo. There are a lot of stocks struggling outside of the bellwethers that are heavily ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/17/got-5000-these-3-growth-stocks-are-trading-near-th/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4077":"互动媒体与服务","BK4507":"流媒体概念","BK4561":"索罗斯持仓","BK4534":"瑞士信贷持仓","TOST":"Toast, Inc.","BK4516":"特朗普概念","BK4550":"红杉资本持仓","BK4524":"宅经济概念","BK4106":"数据处理与外包服务","TWTR":"Twitter","BK4532":"文艺复兴科技持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4554":"元宇宙及AR概念","BK4508":"社交媒体","DIS":"迪士尼","BK4551":"寇图资本持仓","BK4108":"电影和娱乐"},"source_url":"https://www.fool.com/investing/2021/12/17/got-5000-these-3-growth-stocks-are-trading-near-th/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192754259","content_text":"The major market indexes may be near their recent all-time highs, but your portfolio might have missed the memo. There are a lot of stocks struggling outside of the bellwethers that are heavily weighted in the market gauges, and we're not just talking about small and obscure names.\nDisney (NYSE:DIS), Twitter (NYSE:TWTR), and Toast (NYSE:TOST) are all trading within 10% of their 52-week lows. They are market leaders, but investors just aren't feeling the love for the entertainment powerhouse, the social media kingmaker, and the toast of the town in restaurant tech. Let's see why these are three promising ideas for the next $5,000 you want to invest in the market.\nDisney\nDisney's theme parks call themselves the happiest or merriest places on Earth, but shareholders aren't feeling the same way these days. The media maven's stock is less than 5% away from the 52-week low it hit earlier this month.\nIt's pretty surprising to see Disney as a market laggard this year. It's the dominant theme park operator and film studio on the planet, making it a clear beneficiary of the reopening of the economy in 2021. Unfortunately for shareholders, things are never as easy as they seem. Disney+ subscriber growth has slowed recently, and that's problematic since the platform for premium streaming video was the major reason for Disney climbing in 2020.\nDisney near 52-week lows is still a sobering development. The theme parks continue to draw. The top movies this year are largely Disney's handiwork. Even its cruise lines are finally sailing again. The weight of the world may be on beleaguered CEO Bob Chapek's shoulders, but it's a small world after all.\nTwitter\nAnother shocking name skirting fresh lows is Twitter. The company behind the short-form social platform is in a funk, and even the initial 10% pop that the stock experienced after its CEO stepped down late last month proved fleeting. As of Thursday's close, Twitter is also now just 5% above the fresh low it hit two weeks ago.\nThe platform is working. Its daily active users have grown 13% over the past year to 211 million. Ad revenue is growing even faster, and that 41% surge is a testament to both Twitter's engagement and its ability to milk more money out of every user. New leadership should help it continue to evolve, and the recent rollout of premium features for those willing to pay a little to improve the experience should get Twitter moving in the right direction again before long.\nToast\nRunning a restaurant has changed dramatically just in the past couple of years, and Toast is the no-brainer cloud-based platform that keeps eateries on top of all of the trending revenue streams. It's a one-stop shop for restaurant needs. On the consumer-facing end, it helps process mobile ordering for take-out, manage incoming sales from third-party delivery services, and naturally serve as the point-of-sale for in-restaurant dining. It also helps run customer loyalty programs to keep regulars coming back.\nToast does even more on the enterprise end, tackling everything from payroll to inventory management. With chains and independent concepts emerging smarter out of the pandemic than they were before, the company simplifies the necessary functions of an eatery in the new normal.\nDespite stellar growth -- revenue has soared 105% through the first nine months of this year -- the recent IPO hit an all-time low on Wednesday. It may be causing indigestion for investors who chased the new stock when it popped to double today's price by early November, but right now it feels more like a dinner bell.","news_type":1},"isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607482356,"gmtCreate":1639579203595,"gmtModify":1639579213509,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yes, please.","listText":"Yes, please.","text":"Yes, please.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607482356","repostId":"607418802","repostType":1,"repost":{"id":607418802,"gmtCreate":1639578078647,"gmtModify":1639578078647,"author":{"id":"3563421686188310","authorId":"3563421686188310","name":"Hopehope赋予希望","avatar":"https://static.tigerbbs.com/9d9527ab7ac6557b84288abebb9ec540","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>should I do a YouTube video on grab?","listText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>should I do a YouTube video on grab?","text":"$Grab Holdings(GRAB)$should I do a YouTube video on grab?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607418802","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609550535,"gmtCreate":1638312363631,"gmtModify":1638312363695,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"道理不太对","listText":"道理不太对","text":"道理不太对","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609550535","repostId":"2187190581","repostType":4,"repost":{"id":"2187190581","pubTimestamp":1638286244,"share":"https://www.laohu8.com/m/news/2187190581?lang=&edition=full","pubTime":"2021-11-30 23:30","market":"hk","language":"zh","title":"造车新势力财报真相：理想小鹏“双雄”争霸","url":"https://stock-news.laohu8.com/highlight/detail?id=2187190581","media":"钛媒体","summary":"自10月底第十万辆整车正式下线之后，资本市场就好像对理想汽车的前景特别看好。\n11月16日，大摩在最新研报中首次给予理想汽车增持评级，理由是看好电动车初创、部件及充电解决方案供应商的发展前景；\n11月","content":"<p>自10月底第十万辆整车正式下线之后，资本市场就好像对<a href=\"https://laohu8.com/S/LI\">理想汽车</a>的前景特别看好。</p>\n<p>11月16日，大摩在最新研报中首次给予理想汽车增持评级，理由是看好电动车初创、部件及充电解决方案供应商的发展前景；</p>\n<p>11月23日，<a href=\"https://laohu8.com/S/601555\">东吴证券</a>首予理想汽车买入评级，原因是看好<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车行业未来的超大市场空间和理想自身强势产品持续放量。</p>\n<p>虽然这段时间理想的股价也有起伏，资本大鳄们看起来还是很有耐心。</p>\n<p>好在，理想11月29日公布的三季度财报，没有辜负幕后资本和投资者的厚爱：<b>营收超市场预期、亏损进一步收缩、交付量逆势大增……从各个角度看，理想似乎都在国内造车新势力“三巨头”的竞争中抢占了领先身位。</b></p>\n<p><b><a href=\"https://laohu8.com/S/NIO\">蔚来</a>掉队，理想多项数据领跑造车新势力</b></p>\n<p>11月29日港股盘后，理想汽车公布了2021财年三季度财报。</p>\n<p>数据显示，理想三季度总营收77.75亿，高于市场预期的74.26亿，同比增幅达到209.7%，增速相当惊人。此外，理想的综合毛利率录得23.3%，同比增长3.5%，车辆毛利率为21.1%，水平保持稳定。</p>\n<p>从营收结构来看，积分销售以及充电桩、配件和其他服务收入占比较低，车辆销售业务收入73.9亿，同比增长199.7%，营收占比超过90%。</p>\n<p><img src=\"https://static.tigerbbs.com/29674108dd56f7b9a5e7a9085ae978dc\" tg-width=\"1400\" tg-height=\"690\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>（图片来自理想财报）</p>\n<p>财报公布后，理想汽车周一美股收涨逾6%，周二港股早盘一度涨近5%，逼近136.6港元的历史高位。</p>\n<p>看到这你不得不承认，资本的眼光是锐利的。</p>\n<p><b>当然，除了营收和</b><b>毛利</b><b>之外，这份财报最大的亮点还来自两个数据：交付量大涨，亏损额收缩。交付量对比：蔚来掉队，小鹏、理想争第一</b></p>\n<p>先看交付量。数据显示，理想三季度交付量为2.51万辆，同比暴涨190%。</p>\n<p>进入2021年以来，理想的新车交付量也有过起伏。</p>\n<p>纵向对比来看，今年第一季度交付量跌至低谷，2月份甚至只有2300辆。但从二季度开始，交付量开始实现反弹。从环比增速的角度讲，第三季度交付量达到年内巅峰，这或许意味着理想已经熬过芯片荒最严重的阶段。</p>\n<p><img src=\"https://static.tigerbbs.com/b0175a6b0427328d75784c6d5c928700\" tg-width=\"1399\" tg-height=\"932\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>此外，横向对比蔚来、小鹏的表现，理想也毫不逊色。</p>\n<p>数据显示，蔚来今年前三季度交付量分别为20060辆、21896辆和24439辆，小鹏同期的交付量则分别为13340辆、17398辆和25666辆。</p>\n<p>从数据可以看出，三大造车新势力交付量都在持续增长。<b>区别在于，受到供应链影响，蔚来的增速放缓，小鹏和理想则仍在蒙眼狂奔，且都在第三季度反超了蔚来。</b></p>\n<p><img src=\"https://static.tigerbbs.com/484bf99a05f069ad606647af2244bf47\" tg-width=\"1399\" tg-height=\"951\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>当然，它们和老大哥<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>之间的差距，都是巨大的——数据显示，特斯拉今年前三个季度交付量分别为184800辆、201250辆和232025辆，几乎是“蔚小理”的十倍。<b>净亏损：理想不及蔚来、小鹏零头</b></p>\n<p>再来看亏损的情况。</p>\n<p>数据显示，三季度理想净亏损2150万，汽车业务成本最高，达58.3亿，同比增幅超过190%。</p>\n<p>但横向对比来看，理想的优势可谓巨大：三季度蔚来和小鹏的净亏损分别达到8.35亿和15.90亿，仅零头就超出理想一大截。<b>更重要的是，理想今年前三个季度的净亏损额一直在收缩，而蔚来和小鹏还一直在放大。</b></p>\n<p><img src=\"https://static.tigerbbs.com/80177bc00001a1839c786dc6be0a5a21\" tg-width=\"1400\" tg-height=\"927\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>可以预见，理想和小鹏在最后一个季度的竞争会更加激烈。</p>\n<p>问题在于，三季度理想和小鹏在交付量上的差距不过数百辆，净亏损则有天壤之别——而且别忘了，理想的总营收也一直高于小鹏，整车毛利率也是力压群雄。</p>\n<p>数据显示，三季度蔚来和小鹏的营收分别为98.1亿和57.2亿；与此同时，理想三季度整车毛利率达21.1%，超过蔚来的18%和小鹏的13.6%。</p>\n<p>综合上述数据，价值研究所认为，造车新势力三巨头的竞争格局在第三季度已经发生了两个显著变化：</p>\n<p><b>首先，论成本效益，理想现在绝对是造车新势力中的领头羊，蔚来、小鹏大幅落后；第二，蔚来的交付量掉队，而且和理想、小鹏之间的差距可能在第四季度被进一步拉大。</b></p>\n<p>提醒大家一点：三大造车新势力四季度的交付量预期，和四季度的排名保持一致。小鹏预计交付3.45-3.65万居首，理想3-3.2万次之，蔚来2.35-2.55万垫底。按照这个预期，蔚来四季度交付量将被小鹏拉开近1万辆的差距。</p>\n<p>至于理想，能在稳定提升交付量的基础上持续减少亏损，和其有序扩张、控制成本，不盲目加大投入、拉长战线的策略有一定关系。<b>控制成本的秘密</b></p>\n<p>都知道造车新势力成功的关键，在于提高交付量。但很多人会习惯性忽略它们为了提高交付量所做的努力。</p>\n<p>价值研究所）就认为，在提高交付量之余控制成本，才是拉高毛利率、压低亏损的关键。<b>理想之所以能比蔚来、小鹏更早实现正毛利率以及降低亏损，就是赢在成本的控制——主推单品车型这个策略，显得尤为关键。</b></p>\n<p>汽车行业分析师郑谊也在接受媒体采访时说过：</p>\n<p>“理想仅靠理想ONE一款车支撑好几年，可以有效减少亏损，活得更久，这也是为什么理想汽车比蔚来、小鹏都更早实现正毛利率。”</p>\n<p>这当中的道理不难理解。</p>\n<p><b>一方面，扩大产品线就意味着研发投入的几何级增长。</b></p>\n<p>三季度，小鹏研发投入达12.6亿，同比去年翻了整整一倍，环比第二季度也大涨近50%。在今年早些时候，小鹏的高管曾表示，预计今年全年研发投入将达到40亿。其中，小鹏G9和P5两款新车型的研发投入占据大头。</p>\n<p>三巨头中产品线最丰富的蔚来更不必说。三季度，蔚来研发投入达11.9亿，环比增加3.1亿。CEO李斌曾透露，蔚来今年研发投入预计为50亿，年底研发团队规模会扩充到年初的两倍。</p>\n<p>相比之下，理想的研发投入在造车新势力中处于较低水平，三季度研发支出为8.89亿，全年预计投入不超30亿。</p>\n<p><img src=\"https://static.tigerbbs.com/9fad50ed99ebf2dd804429388d2d4210\" tg-width=\"1399\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>（图片来自理想财报）</p>\n<p>外界也一度十分担心理想单一的产品线难以撑起未来，限制理想的扩张。但至少从目前的情况来看，理想营收增速并不慢，整体体量也没被蔚来和小鹏抛离——上面提到的营收、利润等等数据，都是例证。</p>\n<p>只能说，理想选择了一条和蔚来、小鹏不同的发展策略，且现阶段收获了不俗的效果。</p>\n<p>另一方面，研发投入的增加还不是最要命的——毕竟新能源车本就十分烧钱。<b>最令造车新势力们头疼的是，加快产品迭代之后，各种附加的营销、市场推广、让利活动都会让成本进一步上升。</b></p>\n<p>数据显示，蔚来三季度投入了18.25亿销售及管理费用，小鹏的销售和一般行政费用也达到15.38亿，理想则为10.21亿。而从费用率的角度看，小鹏最为惊人——销售费用占营收的比例达到26.89%，远超过蔚来的18.60%，是理想13.13%的两倍有余。</p>\n<p>交付量无法和理想拉开差距，营销和研发费用却双双高于这个竞争对手，蔚来和小鹏的前景注定布满荆棘。</p>\n<p>在价值研究所看来，<b>交付量称霸的小鹏之所以毛利率垫底、净亏损一马当先，除了受困于低售价之外，还跟过于烧钱的营销密切相关。</b></p>\n<p>2018年小鹏品牌发布会上，何小鹏曾说过：</p>\n<p>“智能汽车的核心在运营，不在制造。”</p>\n<p>在这个理论指导下，小鹏早期“高举高打”战略取得一定成效，销量大幅上升。但营销和优惠降价这种招揽生意的方法，有一个很大的弊端——开始了就很难停下来。</p>\n<p>有业内人士分析道，一旦厂商在价格和优惠政策上出现多次反复，就会影响品牌信誉度，也会让消费者有被耍的感觉。所以不少媒体都将造车新势力的“割肉让利”和疯狂营销，形容为“饮鸩止渴”。</p>\n<p>持续放大的亏损也证明，这种烧钱换增长的模式给小鹏带来最为沉重的压力，也加大扭亏为盈的难度。</p>\n<p>从成本控制的角度看，最初达成毛利率转正成就的理想，也是造车新势力中最有希望彻底摆脱亏损的成员。</p>\n<p>但在控制好成本之后，理想难免也要继续走向扩张之路。<b>交付量之外的鏖战</b></p>\n<p>吸取了之前的教训，“蔚小理”三强在扩张过程中都考虑得更加周到。</p>\n<p><b>首先，如上文所言，三巨头都在抓紧研发新车，抢占市场</b>——小鹏的新车计划我们前面已经提到了，理想计划在2022年推出X平台首款全尺寸<a href=\"https://laohu8.com/S/DLX\">豪华</a>增程式电动SUV；蔚来的李斌早前则透露，蔚来ET7已经在9月正式下线，基于NT2.0平台打造的两款新车也在加紧开发之中。</p>\n<p><b>其次，为了提高用户黏性、摊薄售后服务成本，造车新势力也在销售渠道、配套设施上加大投入。</b></p>\n<p>其中，战火最激烈的，莫过于一场席卷全国的基础设施大战。</p>\n<p>在<a href=\"https://laohu8.com/S/ZH\">知乎</a>“大家如何看待蔚来换电模式和小鹏终生免费充电模式”的问题下方，最高赞的回答里，答主“汽车知家”直言，无论哪种服务模式，都要满足一个前提条件：基础设施足够完善。</p>\n<p>答主“平头论卒”也表示，无论蔚来模式还是小鹏模式，只要它们愿意在基础设施上下功夫，对用户来说就是加分项：</p>\n<p>“（蔚来和小鹏的模式）确实一定程度减轻了车主的续航焦虑，只要用户买账，市场反馈良好，这种模式就是可行的，成功的。”</p>\n<p><img src=\"https://static.tigerbbs.com/010f863a90dd5f0236b5f91ca2916844\" tg-width=\"1399\" tg-height=\"537\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>（图片来自知乎）</p>\n<p>在这一场基建大战中，造车新势力各有侧重。整体来看，蔚来、小鹏暂时领先理想一个身位。</p>\n<p>蔚来主打的还是换电站。根据EVCIPA统计的数据，国内换电站目前呈三足鼎立之势，奥动新能源、蔚来和伯坦科技占据了几乎全部市场份额。其中，奥动新能源以超过47%的市占率占据榜首，蔚来37.85%居于次席。</p>\n<p><img src=\"https://static.tigerbbs.com/3f59dd108f136d51816faabd88d676dd\" tg-width=\"1400\" tg-height=\"972\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>（图片来自前瞻产业研究院）</p>\n<p>11月26日，蔚来宣布和能源巨头壳牌集团达成战略合作协议，双方计划到2025年在中国联合建设100座换电站，并从2022年开始在欧洲运营试点站。与此同时，壳牌在欧洲的充电网络也将向蔚来用户全面开放。</p>\n<p>根据官网上的数据，截止11月30日，蔚来共有超过660个换电站。在搭上壳牌这个实力强劲的合作伙伴之后，蔚来必然会在这一场基建大战中继续发力。</p>\n<p>和蔚来不同，小鹏主打的是超充站战略。</p>\n<p>在过去很长一段时间，小鹏都在充电服务上和蔚来正面对掐。2018年底的小鹏发布会上，何小鹏就说过：</p>\n<p>“我们坚定地认为，超充是比换电更好的方式。电动汽车只靠续航是不够的，一定要在家用充电的基础上配套高效率的超级充电站。”</p>\n<p>官方数据显示，截至第三季度，小鹏在全国共拥有439座小鹏品牌超级充电站，还在全国221个城市铺开超过1600座优质免费充电站。</p>\n<p>不过，价值研究所（ID：jiazhiyanjiusuo）观察到，小鹏似乎摒弃了当初的想法，开始介入换电站市场。</p>\n<p>进入2021年之后，小鹏先后在深圳成立了<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>科技有限公司和智鹏汽车销售服务有限公司，经营范围均涉及新能源汽车换电设施销售。</p>\n<p>归根结底，换电技术能在短时间内完成电量补给，还能将部分成本转嫁给电池厂家、降低购车费用，对于一直深受高成本之困的小鹏来说肯定有很大吸引力。</p>\n<p>值得一提的是，蔚来目前也已经在全国布置了超过500座超充站。</p>\n<p>在价值研究所看来，<b>这种场景意味着曾经互相看不顺眼的两大巨头，最终还是殊途同归，杀入对方领地，展开一场更加激烈的较量。</b></p>\n<p>至于理想，由于目前唯一车型理想ONE可油可电，在充/换电基建大战中暂时显得相当低调。</p>\n<p>不过，我们丝毫不怀疑理想在这方面的野心。</p>\n<p>在雪球社区上，流传着一张李想的朋友圈截图，上面这样写道：</p>\n<p>“感觉大部分同行都严重低估了特斯拉自建超级充电站、蔚来自建换电站和充电体系对销量的促进。能够稳定解决最最基本的充电体验，是销量的核心基础。”</p>\n<p><img src=\"https://static.tigerbbs.com/0057e653504a20cbd3af3df7e9e02552\" tg-width=\"1400\" tg-height=\"1410\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>（图片来自雪球）</p>\n<p>今年10月份，理想汽车副总裁、充电网络负责人孙广敏提出了理想基于用户应用场景打造“三层充电网络”的计划：</p>\n<p>第一层是针对家用、公司等高频使用场景的慢充，第二层为适合泛目的地、停留时间不长的4小时中速充电，第三层为仿照加油站的快速高压充电，目标是充电10分钟、续航400km。</p>\n<p><b>野心有了，构想有了，相信理想在不久的将来会为这场基建大战再添一把火。写在最后</b></p>\n<p>众所周知，理想和蔚来的定位更接近——数据显示，理想ONE各版本均价约为34万，蔚来各车型均价约40万，小鹏仅为20万。随着蔚来掉队、交付量大跌，理想当然希望接管其空出来的市场份额。</p>\n<p><b>从这个角度讲，蔚来跌倒，更有可能吃饱的当然是理想，而非小鹏。</b></p>\n<p>经历过不少风浪，也有过并不成功的创业经历的李想，养成了凡事看长远一点，想深一层的习惯，还提出过经典的“五层楼”理论：从一个普通人到优秀的人，再到管理者、领导者，到成为顶尖的领导，就像走过五层不同的楼层。</p>\n<p>“每一层的认知都是天壤之别，只有到了更高一层，才可以更好地看到底层的问题。”</p>\n<p>如果把五层楼的概念套用到理想汽车身上的话，从成立到确立生产方案，从实现量产到第10万辆整车落地，也算是走完了四层高楼。</p>\n<p><b>接下来这最后一层？或许就是打造完整的产业链和售后、基础设施供应体系，蚕食对手的市场份额。</b></p>\n<p>掉队的蔚来，进击的理想，还有继续烧钱换增长的小鹏……造车新势力之间的恶战，相信不会停歇。</p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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造车新势力财报真相：理想小鹏“双雄”争霸 \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-30 23:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111301854157a10cd7d&s=b><strong>钛媒体</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>自10月底第十万辆整车正式下线之后，资本市场就好像对理想汽车的前景特别看好。\n11月16日，大摩在最新研报中首次给予理想汽车增持评级，理由是看好电动车初创、部件及充电解决方案供应商的发展前景；\n11月23日，东吴证券首予理想汽车买入评级，原因是看好智能电动汽车行业未来的超大市场空间和理想自身强势产品持续放量。\n虽然这段时间理想的股价也有起伏，资本大鳄们看起来还是很有耐心。\n好在，理想11月29日...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111301854157a10cd7d&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/2793841c132873dec8de9d23fbc00f52","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车","LI":"理想汽车","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111301854157a10cd7d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2187190581","content_text":"自10月底第十万辆整车正式下线之后，资本市场就好像对理想汽车的前景特别看好。\n11月16日，大摩在最新研报中首次给予理想汽车增持评级，理由是看好电动车初创、部件及充电解决方案供应商的发展前景；\n11月23日，东吴证券首予理想汽车买入评级，原因是看好智能电动汽车行业未来的超大市场空间和理想自身强势产品持续放量。\n虽然这段时间理想的股价也有起伏，资本大鳄们看起来还是很有耐心。\n好在，理想11月29日公布的三季度财报，没有辜负幕后资本和投资者的厚爱：营收超市场预期、亏损进一步收缩、交付量逆势大增……从各个角度看，理想似乎都在国内造车新势力“三巨头”的竞争中抢占了领先身位。\n蔚来掉队，理想多项数据领跑造车新势力\n11月29日港股盘后，理想汽车公布了2021财年三季度财报。\n数据显示，理想三季度总营收77.75亿，高于市场预期的74.26亿，同比增幅达到209.7%，增速相当惊人。此外，理想的综合毛利率录得23.3%，同比增长3.5%，车辆毛利率为21.1%，水平保持稳定。\n从营收结构来看，积分销售以及充电桩、配件和其他服务收入占比较低，车辆销售业务收入73.9亿，同比增长199.7%，营收占比超过90%。\n\n（图片来自理想财报）\n财报公布后，理想汽车周一美股收涨逾6%，周二港股早盘一度涨近5%，逼近136.6港元的历史高位。\n看到这你不得不承认，资本的眼光是锐利的。\n当然，除了营收和毛利之外，这份财报最大的亮点还来自两个数据：交付量大涨，亏损额收缩。交付量对比：蔚来掉队，小鹏、理想争第一\n先看交付量。数据显示，理想三季度交付量为2.51万辆，同比暴涨190%。\n进入2021年以来，理想的新车交付量也有过起伏。\n纵向对比来看，今年第一季度交付量跌至低谷，2月份甚至只有2300辆。但从二季度开始，交付量开始实现反弹。从环比增速的角度讲，第三季度交付量达到年内巅峰，这或许意味着理想已经熬过芯片荒最严重的阶段。\n\n此外，横向对比蔚来、小鹏的表现，理想也毫不逊色。\n数据显示，蔚来今年前三季度交付量分别为20060辆、21896辆和24439辆，小鹏同期的交付量则分别为13340辆、17398辆和25666辆。\n从数据可以看出，三大造车新势力交付量都在持续增长。区别在于，受到供应链影响，蔚来的增速放缓，小鹏和理想则仍在蒙眼狂奔，且都在第三季度反超了蔚来。\n\n当然，它们和老大哥特斯拉之间的差距，都是巨大的——数据显示，特斯拉今年前三个季度交付量分别为184800辆、201250辆和232025辆，几乎是“蔚小理”的十倍。净亏损：理想不及蔚来、小鹏零头\n再来看亏损的情况。\n数据显示，三季度理想净亏损2150万，汽车业务成本最高，达58.3亿，同比增幅超过190%。\n但横向对比来看，理想的优势可谓巨大：三季度蔚来和小鹏的净亏损分别达到8.35亿和15.90亿，仅零头就超出理想一大截。更重要的是，理想今年前三个季度的净亏损额一直在收缩，而蔚来和小鹏还一直在放大。\n\n可以预见，理想和小鹏在最后一个季度的竞争会更加激烈。\n问题在于，三季度理想和小鹏在交付量上的差距不过数百辆，净亏损则有天壤之别——而且别忘了，理想的总营收也一直高于小鹏，整车毛利率也是力压群雄。\n数据显示，三季度蔚来和小鹏的营收分别为98.1亿和57.2亿；与此同时，理想三季度整车毛利率达21.1%，超过蔚来的18%和小鹏的13.6%。\n综合上述数据，价值研究所认为，造车新势力三巨头的竞争格局在第三季度已经发生了两个显著变化：\n首先，论成本效益，理想现在绝对是造车新势力中的领头羊，蔚来、小鹏大幅落后；第二，蔚来的交付量掉队，而且和理想、小鹏之间的差距可能在第四季度被进一步拉大。\n提醒大家一点：三大造车新势力四季度的交付量预期，和四季度的排名保持一致。小鹏预计交付3.45-3.65万居首，理想3-3.2万次之，蔚来2.35-2.55万垫底。按照这个预期，蔚来四季度交付量将被小鹏拉开近1万辆的差距。\n至于理想，能在稳定提升交付量的基础上持续减少亏损，和其有序扩张、控制成本，不盲目加大投入、拉长战线的策略有一定关系。控制成本的秘密\n都知道造车新势力成功的关键，在于提高交付量。但很多人会习惯性忽略它们为了提高交付量所做的努力。\n价值研究所）就认为，在提高交付量之余控制成本，才是拉高毛利率、压低亏损的关键。理想之所以能比蔚来、小鹏更早实现正毛利率以及降低亏损，就是赢在成本的控制——主推单品车型这个策略，显得尤为关键。\n汽车行业分析师郑谊也在接受媒体采访时说过：\n“理想仅靠理想ONE一款车支撑好几年，可以有效减少亏损，活得更久，这也是为什么理想汽车比蔚来、小鹏都更早实现正毛利率。”\n这当中的道理不难理解。\n一方面，扩大产品线就意味着研发投入的几何级增长。\n三季度，小鹏研发投入达12.6亿，同比去年翻了整整一倍，环比第二季度也大涨近50%。在今年早些时候，小鹏的高管曾表示，预计今年全年研发投入将达到40亿。其中，小鹏G9和P5两款新车型的研发投入占据大头。\n三巨头中产品线最丰富的蔚来更不必说。三季度，蔚来研发投入达11.9亿，环比增加3.1亿。CEO李斌曾透露，蔚来今年研发投入预计为50亿，年底研发团队规模会扩充到年初的两倍。\n相比之下，理想的研发投入在造车新势力中处于较低水平，三季度研发支出为8.89亿，全年预计投入不超30亿。\n\n（图片来自理想财报）\n外界也一度十分担心理想单一的产品线难以撑起未来，限制理想的扩张。但至少从目前的情况来看，理想营收增速并不慢，整体体量也没被蔚来和小鹏抛离——上面提到的营收、利润等等数据，都是例证。\n只能说，理想选择了一条和蔚来、小鹏不同的发展策略，且现阶段收获了不俗的效果。\n另一方面，研发投入的增加还不是最要命的——毕竟新能源车本就十分烧钱。最令造车新势力们头疼的是，加快产品迭代之后，各种附加的营销、市场推广、让利活动都会让成本进一步上升。\n数据显示，蔚来三季度投入了18.25亿销售及管理费用，小鹏的销售和一般行政费用也达到15.38亿，理想则为10.21亿。而从费用率的角度看，小鹏最为惊人——销售费用占营收的比例达到26.89%，远超过蔚来的18.60%，是理想13.13%的两倍有余。\n交付量无法和理想拉开差距，营销和研发费用却双双高于这个竞争对手，蔚来和小鹏的前景注定布满荆棘。\n在价值研究所看来，交付量称霸的小鹏之所以毛利率垫底、净亏损一马当先，除了受困于低售价之外，还跟过于烧钱的营销密切相关。\n2018年小鹏品牌发布会上，何小鹏曾说过：\n“智能汽车的核心在运营，不在制造。”\n在这个理论指导下，小鹏早期“高举高打”战略取得一定成效，销量大幅上升。但营销和优惠降价这种招揽生意的方法，有一个很大的弊端——开始了就很难停下来。\n有业内人士分析道，一旦厂商在价格和优惠政策上出现多次反复，就会影响品牌信誉度，也会让消费者有被耍的感觉。所以不少媒体都将造车新势力的“割肉让利”和疯狂营销，形容为“饮鸩止渴”。\n持续放大的亏损也证明，这种烧钱换增长的模式给小鹏带来最为沉重的压力，也加大扭亏为盈的难度。\n从成本控制的角度看，最初达成毛利率转正成就的理想，也是造车新势力中最有希望彻底摆脱亏损的成员。\n但在控制好成本之后，理想难免也要继续走向扩张之路。交付量之外的鏖战\n吸取了之前的教训，“蔚小理”三强在扩张过程中都考虑得更加周到。\n首先，如上文所言，三巨头都在抓紧研发新车，抢占市场——小鹏的新车计划我们前面已经提到了，理想计划在2022年推出X平台首款全尺寸豪华增程式电动SUV；蔚来的李斌早前则透露，蔚来ET7已经在9月正式下线，基于NT2.0平台打造的两款新车也在加紧开发之中。\n其次，为了提高用户黏性、摊薄售后服务成本，造车新势力也在销售渠道、配套设施上加大投入。\n其中，战火最激烈的，莫过于一场席卷全国的基础设施大战。\n在知乎“大家如何看待蔚来换电模式和小鹏终生免费充电模式”的问题下方，最高赞的回答里，答主“汽车知家”直言，无论哪种服务模式，都要满足一个前提条件：基础设施足够完善。\n答主“平头论卒”也表示，无论蔚来模式还是小鹏模式，只要它们愿意在基础设施上下功夫，对用户来说就是加分项：\n“（蔚来和小鹏的模式）确实一定程度减轻了车主的续航焦虑，只要用户买账，市场反馈良好，这种模式就是可行的，成功的。”\n\n（图片来自知乎）\n在这一场基建大战中，造车新势力各有侧重。整体来看，蔚来、小鹏暂时领先理想一个身位。\n蔚来主打的还是换电站。根据EVCIPA统计的数据，国内换电站目前呈三足鼎立之势，奥动新能源、蔚来和伯坦科技占据了几乎全部市场份额。其中，奥动新能源以超过47%的市占率占据榜首，蔚来37.85%居于次席。\n\n（图片来自前瞻产业研究院）\n11月26日，蔚来宣布和能源巨头壳牌集团达成战略合作协议，双方计划到2025年在中国联合建设100座换电站，并从2022年开始在欧洲运营试点站。与此同时，壳牌在欧洲的充电网络也将向蔚来用户全面开放。\n根据官网上的数据，截止11月30日，蔚来共有超过660个换电站。在搭上壳牌这个实力强劲的合作伙伴之后，蔚来必然会在这一场基建大战中继续发力。\n和蔚来不同，小鹏主打的是超充站战略。\n在过去很长一段时间，小鹏都在充电服务上和蔚来正面对掐。2018年底的小鹏发布会上，何小鹏就说过：\n“我们坚定地认为，超充是比换电更好的方式。电动汽车只靠续航是不够的，一定要在家用充电的基础上配套高效率的超级充电站。”\n官方数据显示，截至第三季度，小鹏在全国共拥有439座小鹏品牌超级充电站，还在全国221个城市铺开超过1600座优质免费充电站。\n不过，价值研究所（ID：jiazhiyanjiusuo）观察到，小鹏似乎摒弃了当初的想法，开始介入换电站市场。\n进入2021年之后，小鹏先后在深圳成立了小鹏汽车科技有限公司和智鹏汽车销售服务有限公司，经营范围均涉及新能源汽车换电设施销售。\n归根结底，换电技术能在短时间内完成电量补给，还能将部分成本转嫁给电池厂家、降低购车费用，对于一直深受高成本之困的小鹏来说肯定有很大吸引力。\n值得一提的是，蔚来目前也已经在全国布置了超过500座超充站。\n在价值研究所看来，这种场景意味着曾经互相看不顺眼的两大巨头，最终还是殊途同归，杀入对方领地，展开一场更加激烈的较量。\n至于理想，由于目前唯一车型理想ONE可油可电，在充/换电基建大战中暂时显得相当低调。\n不过，我们丝毫不怀疑理想在这方面的野心。\n在雪球社区上，流传着一张李想的朋友圈截图，上面这样写道：\n“感觉大部分同行都严重低估了特斯拉自建超级充电站、蔚来自建换电站和充电体系对销量的促进。能够稳定解决最最基本的充电体验，是销量的核心基础。”\n\n（图片来自雪球）\n今年10月份，理想汽车副总裁、充电网络负责人孙广敏提出了理想基于用户应用场景打造“三层充电网络”的计划：\n第一层是针对家用、公司等高频使用场景的慢充，第二层为适合泛目的地、停留时间不长的4小时中速充电，第三层为仿照加油站的快速高压充电，目标是充电10分钟、续航400km。\n野心有了，构想有了，相信理想在不久的将来会为这场基建大战再添一把火。写在最后\n众所周知，理想和蔚来的定位更接近——数据显示，理想ONE各版本均价约为34万，蔚来各车型均价约40万，小鹏仅为20万。随着蔚来掉队、交付量大跌，理想当然希望接管其空出来的市场份额。\n从这个角度讲，蔚来跌倒，更有可能吃饱的当然是理想，而非小鹏。\n经历过不少风浪，也有过并不成功的创业经历的李想，养成了凡事看长远一点，想深一层的习惯，还提出过经典的“五层楼”理论：从一个普通人到优秀的人，再到管理者、领导者，到成为顶尖的领导，就像走过五层不同的楼层。\n“每一层的认知都是天壤之别，只有到了更高一层，才可以更好地看到底层的问题。”\n如果把五层楼的概念套用到理想汽车身上的话，从成立到确立生产方案，从实现量产到第10万辆整车落地，也算是走完了四层高楼。\n接下来这最后一层？或许就是打造完整的产业链和售后、基础设施供应体系，蚕食对手的市场份额。\n掉队的蔚来，进击的理想，还有继续烧钱换增长的小鹏……造车新势力之间的恶战，相信不会停歇。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877759265,"gmtCreate":1637988614710,"gmtModify":1637988614812,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"为了人民？","listText":"为了人民？","text":"为了人民？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877759265","repostId":"1148951508","repostType":2,"repost":{"id":"1148951508","pubTimestamp":1637986858,"share":"https://www.laohu8.com/m/news/1148951508?lang=&edition=full","pubTime":"2021-11-27 12:20","market":"us","language":"zh","title":"收款二维码还能不能用了？央行最新权威解读来了！","url":"https://stock-news.laohu8.com/highlight/detail?id=1148951508","media":"新华网","summary":"消费者日常支付体验和感受不会受到影响。","content":"<div>\n<p>新华社记者吴雨\n近日有消息称，“微信、支付宝收款码不能用于经营收款”。收款二维码到底还能不能用了？新华社记者27日独家从中国人民银行有关部门获悉，该说法系误读。使用“码牌”或者打印封装的二维码的商户，需要向收款服务机构（如微信、支付宝等）申请转为商用收款码，但消费者日常支付体验和感受不会受到影响。\n人民银行有关人士给记者打了个比方：如果消费者在早点摊购买煎饼果子习惯用手机支付，仍然可以用扫码等方式...</p>\n\n<a href=\"http://m.news.cn/2021-11/27/c_1128106091.htm\">Web Link</a>\n\n</div>\n","source":"xhw","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>收款二维码还能不能用了？央行最新权威解读来了！</title>\n<style 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}\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收款二维码还能不能用了？央行最新权威解读来了！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-27 12:20 北京时间&nbsp;&nbsp;&nbsp;<a href=http://m.news.cn/2021-11/27/c_1128106091.htm><strong>新华网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新华社记者吴雨\n近日有消息称，“微信、支付宝收款码不能用于经营收款”。收款二维码到底还能不能用了？新华社记者27日独家从中国人民银行有关部门获悉，该说法系误读。使用“码牌”或者打印封装的二维码的商户，需要向收款服务机构（如微信、支付宝等）申请转为商用收款码，但消费者日常支付体验和感受不会受到影响。\n人民银行有关人士给记者打了个比方：如果消费者在早点摊购买煎饼果子习惯用手机支付，仍然可以用扫码等方式...</p>\n\n<a href=\"http://m.news.cn/2021-11/27/c_1128106091.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7bd11ef2359870bd8cc37dcc8f3171b2","relate_stocks":{"00700":"腾讯控股","09988":"阿里巴巴-SW","BABA":"阿里巴巴"},"source_url":"http://m.news.cn/2021-11/27/c_1128106091.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148951508","content_text":"新华社记者吴雨\n近日有消息称，“微信、支付宝收款码不能用于经营收款”。收款二维码到底还能不能用了？新华社记者27日独家从中国人民银行有关部门获悉，该说法系误读。使用“码牌”或者打印封装的二维码的商户，需要向收款服务机构（如微信、支付宝等）申请转为商用收款码，但消费者日常支付体验和感受不会受到影响。\n人民银行有关人士给记者打了个比方：如果消费者在早点摊购买煎饼果子习惯用手机支付，仍然可以用扫码等方式付款，没有任何变化。如果卖菜的商贩此前就已经使用经营收款码收款，也不受任何影响。\n10月，人民银行发布的《中国人民银行关于加强支付受理终端及相关业务管理的通知》对收款条码支付提出一系列管理要求，一些人却对部分内容产生了误读。\n记者从人民银行有关部门了解到，此前一些商户收款使用“码牌”或者打印封装的二维码，此类“个人静态收款条码”收款安全性较低，容易被犯罪分子利用，需要向收款服务机构（如微信、支付宝等）申请转为商用收款码。另外，按照相关要求，不得通过个人收款条码为具有明显经营活动特征的个人提供经营活动相关收款服务。至于哪些用户属于“具有明显经营特征”，中国支付清算协会正在研究制定相关标准。\n通知将自2022年3月1日起施行。人民银行有关人士表示，在相关要求实施之前，支付服务机构必须要全面、充分评估客户正常支付需求，制定配套服务解决方案，确保服务成本不升、服务质量不降。收款服务机构有义务免费为商户提供商用收款码，商户只需要提供必要的身份核实信息。\n人民银行表示，人民至上、保护市场主体的合法权益一直是监管部门制定政策的出发点。近年来，公众对网络诈骗、网络赌博等违法犯罪活动深恶痛绝。在公安机关会同金融管理部门开展的相关案件调查中发现，使用出租出售的个人收款码、改造支付受理终端、申请虚假商户等是犯罪分子常用手段，给许多个体商户带来资金损失。央行此次出台相关要求，正是为了加强行业管理，堵住漏洞，斩断非法链条，更好地保障个体商户资金安全，守住老百姓“钱袋子”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875499807,"gmtCreate":1637677586028,"gmtModify":1637677586131,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"还行吧","listText":"还行吧","text":"还行吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875499807","repostId":"1191953506","repostType":2,"isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873563869,"gmtCreate":1636962619154,"gmtModify":1636962619291,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"不会","listText":"不会","text":"不会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873563869","repostId":"873587125","repostType":1,"repost":{"id":873587125,"gmtCreate":1636962068165,"gmtModify":1636963326807,"author":{"id":"3568081734360099","authorId":"3568081734360099","name":"何安迪","avatar":"https://static.tigerbbs.com/02c7061d02e3c72d7ce21a375ae80cb6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"财报尾声，机构出货，标普500会跳水吗？","htmlText":"先来一波上周市场回顾。 上周五美国主要股指上涨，<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 上涨0.7%，<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 上涨0.5%，<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 上涨1%，不过总体看，上周总体仍小幅收低，标普500指数上周跌0.3%，道指下跌0.6%，纳指下跌0.7%，结束了过去连续5周的涨势。 上涨观点：超预期的财报数据 此前，金融机构Refinitiv预计，标普500指数中11个行业的表现将好于去年。 现在看，结果到确如他所料，大多数公司财报向好。截至到11月5日，金融机构Factset的数据显示，已经有89%的标普500成分公司公布了第三季度财报数据，在已公布财报数据的公司，每股收益超出预期的公司占比81%，其中，93%的健康医疗企业和92%的信息技术企业，营收数据超于预期。 FactSe分析师巴特斯预期，2021年三季度标普500的混合净利润率为39.1%，高于此前预期的36.5%，部分机构对美股企业盈利持乐观态度。 LPL Financial首席市场策略师Ryan Detrick认为，尽管美股已经录得大幅上涨，但其创纪录的走势仍可能持续一段时间，年底前将继续攀升。 下跌观点：机构提前获利了结 自11月以来的美股走势，也基本可以算得上是跌宕起伏。11月初，小盘股出现大幅上涨，小型股指数罗素2000周一上涨近3%。紧接着，美国众议院通过了一项规模约1.2万亿的基础设施支出计划，标普再度上涨，不过受到最新通胀数据的影响，遭遇了一波高位震荡。 不过，在财报超预期的情况下，散户和机构的立场却出现截然不同的两种表现。 美国个人投资者协会(AAI","listText":"先来一波上周市场回顾。 上周五美国主要股指上涨，<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 上涨0.7%，<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 上涨0.5%，<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 上涨1%，不过总体看，上周总体仍小幅收低，标普500指数上周跌0.3%，道指下跌0.6%，纳指下跌0.7%，结束了过去连续5周的涨势。 上涨观点：超预期的财报数据 此前，金融机构Refinitiv预计，标普500指数中11个行业的表现将好于去年。 现在看，结果到确如他所料，大多数公司财报向好。截至到11月5日，金融机构Factset的数据显示，已经有89%的标普500成分公司公布了第三季度财报数据，在已公布财报数据的公司，每股收益超出预期的公司占比81%，其中，93%的健康医疗企业和92%的信息技术企业，营收数据超于预期。 FactSe分析师巴特斯预期，2021年三季度标普500的混合净利润率为39.1%，高于此前预期的36.5%，部分机构对美股企业盈利持乐观态度。 LPL Financial首席市场策略师Ryan Detrick认为，尽管美股已经录得大幅上涨，但其创纪录的走势仍可能持续一段时间，年底前将继续攀升。 下跌观点：机构提前获利了结 自11月以来的美股走势，也基本可以算得上是跌宕起伏。11月初，小盘股出现大幅上涨，小型股指数罗素2000周一上涨近3%。紧接着，美国众议院通过了一项规模约1.2万亿的基础设施支出计划，标普再度上涨，不过受到最新通胀数据的影响，遭遇了一波高位震荡。 不过，在财报超预期的情况下，散户和机构的立场却出现截然不同的两种表现。 美国个人投资者协会(AAI","text":"先来一波上周市场回顾。 上周五美国主要股指上涨，$标普500(.SPX)$ 上涨0.7%，$道琼斯(.DJI)$ 上涨0.5%，$纳斯达克(.IXIC)$ 上涨1%，不过总体看，上周总体仍小幅收低，标普500指数上周跌0.3%，道指下跌0.6%，纳指下跌0.7%，结束了过去连续5周的涨势。 上涨观点：超预期的财报数据 此前，金融机构Refinitiv预计，标普500指数中11个行业的表现将好于去年。 现在看，结果到确如他所料，大多数公司财报向好。截至到11月5日，金融机构Factset的数据显示，已经有89%的标普500成分公司公布了第三季度财报数据，在已公布财报数据的公司，每股收益超出预期的公司占比81%，其中，93%的健康医疗企业和92%的信息技术企业，营收数据超于预期。 FactSe分析师巴特斯预期，2021年三季度标普500的混合净利润率为39.1%，高于此前预期的36.5%，部分机构对美股企业盈利持乐观态度。 LPL Financial首席市场策略师Ryan Detrick认为，尽管美股已经录得大幅上涨，但其创纪录的走势仍可能持续一段时间，年底前将继续攀升。 下跌观点：机构提前获利了结 自11月以来的美股走势，也基本可以算得上是跌宕起伏。11月初，小盘股出现大幅上涨，小型股指数罗素2000周一上涨近3%。紧接着，美国众议院通过了一项规模约1.2万亿的基础设施支出计划，标普再度上涨，不过受到最新通胀数据的影响，遭遇了一波高位震荡。 不过，在财报超预期的情况下，散户和机构的立场却出现截然不同的两种表现。 美国个人投资者协会(AAI","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873587125","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1067,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844979018,"gmtCreate":1636385265132,"gmtModify":1636385296465,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"可以呀","listText":"可以呀","text":"可以呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/844979018","repostId":"1149652443","repostType":4,"repost":{"id":"1149652443","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1636385018,"share":"https://www.laohu8.com/m/news/1149652443?lang=&edition=full","pubTime":"2021-11-08 23:23","market":"us","language":"zh","title":"【异动】造车新势力盘中走高，蔚来涨超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1149652443","media":"老虎资讯综合","summary":"11月8日，造车新势力盘中走高，蔚来涨超4%，理想汽车涨超3%，小鹏汽车上涨2.5%。\n11月8日，乘联会公布的2021年10月份全国乘用车市场分析报告显示，10月新能源乘用车零售销量达到32.1万辆","content":"<p>11月8日，造车新势力盘中走高，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超4%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超3%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>上涨2.5%。</p>\n<p><img src=\"https://static.tigerbbs.com/e1b0094338f0c41cafc8b40b50f085c5\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">11月8日，乘联会公布的2021年10月份全国乘用车市场分析报告显示，10月新能源乘用车零售销量达到32.1万辆，同比增长141.1%，环比下降3.9%。1-10月新能源车零售213.9万辆，同比增长191.9%。</p>\n<p>10月小鹏、哪吒、理想、威马、蔚来、零跑等新势力车企销量同比和环比表现总体较好。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【异动】造车新势力盘中走高，蔚来涨超4%</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{ 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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【异动】造车新势力盘中走高，蔚来涨超4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-11-08 23:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月8日，造车新势力盘中走高，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超4%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超3%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>上涨2.5%。</p>\n<p><img src=\"https://static.tigerbbs.com/e1b0094338f0c41cafc8b40b50f085c5\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">11月8日，乘联会公布的2021年10月份全国乘用车市场分析报告显示，10月新能源乘用车零售销量达到32.1万辆，同比增长141.1%，环比下降3.9%。1-10月新能源车零售213.9万辆，同比增长191.9%。</p>\n<p>10月小鹏、哪吒、理想、威马、蔚来、零跑等新势力车企销量同比和环比表现总体较好。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/608c0ca7f544a93854339353ff5e9ae1","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149652443","content_text":"11月8日，造车新势力盘中走高，蔚来涨超4%，理想汽车涨超3%，小鹏汽车上涨2.5%。\n11月8日，乘联会公布的2021年10月份全国乘用车市场分析报告显示，10月新能源乘用车零售销量达到32.1万辆，同比增长141.1%，环比下降3.9%。1-10月新能源车零售213.9万辆，同比增长191.9%。\n10月小鹏、哪吒、理想、威马、蔚来、零跑等新势力车企销量同比和环比表现总体较好。","news_type":1},"isVote":1,"tweetType":1,"viewCount":777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858366719,"gmtCreate":1634983705448,"gmtModify":1634983705628,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"有点意思","listText":"有点意思","text":"有点意思","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858366719","repostId":"1131473607","repostType":4,"isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836107580,"gmtCreate":1629461955040,"gmtModify":1631889656405,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"收到","listText":"收到","text":"收到","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/836107580","repostId":"1108806713","repostType":4,"isVote":1,"tweetType":1,"viewCount":1334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":897681327,"gmtCreate":1628912405269,"gmtModify":1631889656370,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"历史不就是人人打扮的小姑娘 --某专家曾经如是说。读者是受过批判性思维教育的就好了。懂得理性思考，懂得客观评论，才是民族之福。","listText":"历史不就是人人打扮的小姑娘 --某专家曾经如是说。读者是受过批判性思维教育的就好了。懂得理性思考，懂得客观评论，才是民族之福。","text":"历史不就是人人打扮的小姑娘 --某专家曾经如是说。读者是受过批判性思维教育的就好了。懂得理性思考，懂得客观评论，才是民族之福。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897681327","repostId":"1146996872","repostType":4,"isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":892737945,"gmtCreate":1628689115087,"gmtModify":1631889656409,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"坑","listText":"坑","text":"坑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892737945","repostId":"1146397995","repostType":2,"repost":{"id":"1146397995","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628637556,"share":"https://www.laohu8.com/m/news/1146397995?lang=&edition=full","pubTime":"2021-08-11 07:19","market":"us","language":"zh","title":"Unity Software Q2净亏损1.48亿美元，不及市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1146397995","media":"老虎资讯综合","summary":"8月10日美股盘后，游戏引擎开发商Unity Software发布2021年第二季度业绩。财报显示，第二季度营收2.74亿美元，市场预期2.42亿美元；第二季度净亏损1.48亿美元，市场预期净亏损1.","content":"<p>8月10日美股盘后，游戏引擎开发商<a href=\"https://laohu8.com/S/U\">Unity Software</a>发布2021年第二季度业绩。财报显示，第二季度营收2.74亿美元，市场预期2.42亿美元；第二季度净亏损1.48亿美元，市场预期净亏损1.03亿美元；第二季度每股亏损0.53美元，市场预期0.35美元。</p>\n<p><img src=\"https://static.tigerbbs.com/165b5a226956c8909b871f6bacce0c73\" tg-width=\"1703\" tg-height=\"859\" referrerpolicy=\"no-referrer\"></p>\n<p><b>2021 年第二季度财务摘要</b></p>\n<ul>\n <li>收入为 2.736 亿美元，同比增长 48%。</li>\n <li>创建解决方案、运营解决方案以及战略合作伙伴和其他收入分别为 7240 万美元、1.829 亿美元和 1830 万美元，同比分别增长了 31%、63% 和 9%。</li>\n <li>运营亏损为 1.492 亿美元，占收入的 55%，而 2020 年第二季度的运营亏损为 2480 万美元，占收入的 13%。</li>\n <li>非 GAAP 运营亏损为 320 万美元，占收入的 1%，而 2020 年第二季度的非 GAAP 运营亏损为 870 万美元，占收入的 5%。</li>\n <li>每股基本和摊薄净亏损为 0.53 美元，而 2020 年第二季度的基本和摊薄每股净亏损为 0.21 美元。</li>\n <li>2020 年第二季度基本和摊薄的非 GAAP 每股净亏损为 0.02 美元，而基本和摊薄的非 GAAP 每股净亏损为 0.09 美元。</li>\n <li>截至 2021 年 6 月 30 日的过去 12 个月中，888 位客户的收入均超过 100,000 美元，去年同期为 716 位。</li>\n <li>截至 2021 年 6 月 30 日，以美元为基础的净扩张率为 142%，去年同期为 142%。</li>\n <li>2021 年第二季度经营活动中使用的现金净额为 2670 万美元，而去年同期经营活动提供的现金净额为 1660 万美元。2021 年第二季度的自由现金流为（3350 万美元），而去年同期为 490 万美元。截至 2021 年 6 月 30 日，现金、现金等价物和受限现金为 10 亿美元，而截至 2020 年 6 月 30 日为 5 亿美元。</li>\n</ul>\n<p>Unity Software上调全年财务预期，预计全年营收为10.45亿-10.6亿美元，同比增长35%-37%。</p>\n<p><img src=\"https://static.tigerbbs.com/9edbb1f3bf5bbbedf8aec0225770f69e\" tg-width=\"1853\" tg-height=\"271\" referrerpolicy=\"no-referrer\"></p>\n<p>将以3.2亿美元收购云游戏开发平台Parsec。</p>\n<p>财报发布后，Unity Software盘后一度跌超4%，截止发稿，跌幅缩窄至0.14%，报107美元。</p>\n<p><img src=\"https://static.tigerbbs.com/fba214677fe2af43d468c0249bde4f7f\" tg-width=\"900\" tg-height=\"820\" referrerpolicy=\"no-referrer\"></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Unity Software Q2净亏损1.48亿美元，不及市场预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUnity Software Q2净亏损1.48亿美元，不及市场预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-11 07:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月10日美股盘后，游戏引擎开发商<a href=\"https://laohu8.com/S/U\">Unity Software</a>发布2021年第二季度业绩。财报显示，第二季度营收2.74亿美元，市场预期2.42亿美元；第二季度净亏损1.48亿美元，市场预期净亏损1.03亿美元；第二季度每股亏损0.53美元，市场预期0.35美元。</p>\n<p><img src=\"https://static.tigerbbs.com/165b5a226956c8909b871f6bacce0c73\" tg-width=\"1703\" tg-height=\"859\" referrerpolicy=\"no-referrer\"></p>\n<p><b>2021 年第二季度财务摘要</b></p>\n<ul>\n <li>收入为 2.736 亿美元，同比增长 48%。</li>\n <li>创建解决方案、运营解决方案以及战略合作伙伴和其他收入分别为 7240 万美元、1.829 亿美元和 1830 万美元，同比分别增长了 31%、63% 和 9%。</li>\n <li>运营亏损为 1.492 亿美元，占收入的 55%，而 2020 年第二季度的运营亏损为 2480 万美元，占收入的 13%。</li>\n <li>非 GAAP 运营亏损为 320 万美元，占收入的 1%，而 2020 年第二季度的非 GAAP 运营亏损为 870 万美元，占收入的 5%。</li>\n <li>每股基本和摊薄净亏损为 0.53 美元，而 2020 年第二季度的基本和摊薄每股净亏损为 0.21 美元。</li>\n <li>2020 年第二季度基本和摊薄的非 GAAP 每股净亏损为 0.02 美元，而基本和摊薄的非 GAAP 每股净亏损为 0.09 美元。</li>\n <li>截至 2021 年 6 月 30 日的过去 12 个月中，888 位客户的收入均超过 100,000 美元，去年同期为 716 位。</li>\n <li>截至 2021 年 6 月 30 日，以美元为基础的净扩张率为 142%，去年同期为 142%。</li>\n <li>2021 年第二季度经营活动中使用的现金净额为 2670 万美元，而去年同期经营活动提供的现金净额为 1660 万美元。2021 年第二季度的自由现金流为（3350 万美元），而去年同期为 490 万美元。截至 2021 年 6 月 30 日，现金、现金等价物和受限现金为 10 亿美元，而截至 2020 年 6 月 30 日为 5 亿美元。</li>\n</ul>\n<p>Unity Software上调全年财务预期，预计全年营收为10.45亿-10.6亿美元，同比增长35%-37%。</p>\n<p><img src=\"https://static.tigerbbs.com/9edbb1f3bf5bbbedf8aec0225770f69e\" tg-width=\"1853\" tg-height=\"271\" referrerpolicy=\"no-referrer\"></p>\n<p>将以3.2亿美元收购云游戏开发平台Parsec。</p>\n<p>财报发布后，Unity Software盘后一度跌超4%，截止发稿，跌幅缩窄至0.14%，报107美元。</p>\n<p><img src=\"https://static.tigerbbs.com/fba214677fe2af43d468c0249bde4f7f\" tg-width=\"900\" tg-height=\"820\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/37b43abae8a90d37d1e108e4698da7e4","relate_stocks":{"U":"Unity Software Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146397995","content_text":"8月10日美股盘后，游戏引擎开发商Unity Software发布2021年第二季度业绩。财报显示，第二季度营收2.74亿美元，市场预期2.42亿美元；第二季度净亏损1.48亿美元，市场预期净亏损1.03亿美元；第二季度每股亏损0.53美元，市场预期0.35美元。\n\n2021 年第二季度财务摘要\n\n收入为 2.736 亿美元，同比增长 48%。\n创建解决方案、运营解决方案以及战略合作伙伴和其他收入分别为 7240 万美元、1.829 亿美元和 1830 万美元，同比分别增长了 31%、63% 和 9%。\n运营亏损为 1.492 亿美元，占收入的 55%，而 2020 年第二季度的运营亏损为 2480 万美元，占收入的 13%。\n非 GAAP 运营亏损为 320 万美元，占收入的 1%，而 2020 年第二季度的非 GAAP 运营亏损为 870 万美元，占收入的 5%。\n每股基本和摊薄净亏损为 0.53 美元，而 2020 年第二季度的基本和摊薄每股净亏损为 0.21 美元。\n2020 年第二季度基本和摊薄的非 GAAP 每股净亏损为 0.02 美元，而基本和摊薄的非 GAAP 每股净亏损为 0.09 美元。\n截至 2021 年 6 月 30 日的过去 12 个月中，888 位客户的收入均超过 100,000 美元，去年同期为 716 位。\n截至 2021 年 6 月 30 日，以美元为基础的净扩张率为 142%，去年同期为 142%。\n2021 年第二季度经营活动中使用的现金净额为 2670 万美元，而去年同期经营活动提供的现金净额为 1660 万美元。2021 年第二季度的自由现金流为（3350 万美元），而去年同期为 490 万美元。截至 2021 年 6 月 30 日，现金、现金等价物和受限现金为 10 亿美元，而截至 2020 年 6 月 30 日为 5 亿美元。\n\nUnity Software上调全年财务预期，预计全年营收为10.45亿-10.6亿美元，同比增长35%-37%。\n\n将以3.2亿美元收购云游戏开发平台Parsec。\n财报发布后，Unity Software盘后一度跌超4%，截止发稿，跌幅缩窄至0.14%，报107美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":896569572,"gmtCreate":1628594334396,"gmtModify":1631889656412,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896569572","repostId":"1144458823","repostType":2,"repost":{"id":"1144458823","pubTimestamp":1628586222,"share":"https://www.laohu8.com/m/news/1144458823?lang=&edition=full","pubTime":"2021-08-10 17:03","market":"hk","language":"zh","title":"腾讯迎抄底良机？股民吵翻了！","url":"https://stock-news.laohu8.com/highlight/detail?id=1144458823","media":"新浪港股","summary":"今天，科网股终于迎来反弹，恒指午后涨幅也扩大至1%，突破26500点。科技股集体爆发，腾讯飙升，段永平抄底成功？盒马喊话美团社区团购，让你三年又何妨？雷军彻底火了，今晚举办年度演讲，发生了什么？\n腾讯","content":"<p>今天，科网股终于迎来反弹，恒指午后涨幅也扩大至1%，突破26500点。科技股集体爆发，<a href=\"https://laohu8.com/S/00700\">腾讯</a>飙升，段永平抄底成功？盒马喊话美团社区团购，让你三年又何妨？雷军彻底火了，今晚举办年度演讲，发生了什么？</p>\n<p><b>腾讯迎抄底良机？股民吵翻了！</b></p>\n<p>今日，恒生科技指数涨超2%，微盟涨10%，美团涨近9%，一度突破240港元大关，<a href=\"https://laohu8.com/S/01797\">新东方在线</a>涨6%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨近6%，腾讯一度突破490港元，上演王者归来，快手、<a href=\"https://laohu8.com/S/NTES\">网易</a>、百度、小米等集体爆发。</p>\n<p><img src=\"https://static.tigerbbs.com/6adafd29c8bb5e3d0ca0acea5b27fd89\" tg-width=\"550\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p>\n<p>腾讯今天无疑上演了绝地反击，股价连番突破了480港元、490港大关，股价反弹背后，段永平的抄底无疑给了市场一定信心。8月4日上市，段永平自曝买了点腾讯，而且他说再跌再多买点。而段永平也是第一个与巴菲特共进午餐的中国人。</p>\n<p><img src=\"https://static.tigerbbs.com/6e7a07d556e40524e808b1269ef91943\" tg-width=\"550\" tg-height=\"383\" referrerpolicy=\"no-referrer\"></p>\n<p>对于腾讯的上涨，有股民表示，腾讯说不定会到“3”开头，“这才到哪，说不定哪天就3开头了，不过关我什么事，反正满仓单吊丢那今年内都不卖”</p>\n<p><img src=\"https://static.tigerbbs.com/d754fcc0ec5c866fe848cda5a728def7\" tg-width=\"550\" tg-height=\"116\" referrerpolicy=\"no-referrer\"></p>\n<p>还有股民认为，“&nbsp;腾讯的阶段性黄金坑，被充分打压，预期到底，可大道会逢低加仓。这值得每一个投资人去总结，在大的利空之时，是否敢于穿透迷雾，增加股权。”</p>\n<p><img src=\"https://static.tigerbbs.com/17511272f766da3e1904b7b8f3b1e2a1\" tg-width=\"550\" tg-height=\"149\" referrerpolicy=\"no-referrer\"></p>\n<p>有股民认为，明天跌给你看；还有股民认为，杀到500吧！</p>\n<p>野村认为，内地互联网股份短期仍会呈区间上落，倘若内地监管环境趋于稳定，估计可能会在今年第四季度出现持续回升。该行预计亚洲基金的购买的增加，可能有助于抑制相关蓝筹股进一步的下行风险。然而，除非更广泛的投资者群体加入购买，该行认为相关股价走向这取决于监管环境的发展。该行指，在内地互联网领域的首选仍然是网易、<a href=\"https://laohu8.com/S/WB\">微博</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、欢聚时代 、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>及腾讯。</p>\n<p><b>美团股价大反弹，盒马喊话王慧文</b></p>\n<p>今日美团股价反弹，收报239港元，涨幅超8%，市值逼近1.5万亿港元，股价大涨背后，一方面是技术性反弹，另一方面也是监管风险大幅缓解。</p>\n<p><img src=\"https://static.tigerbbs.com/a52fdf9881dc53a13a240933e5e5eb75\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>近期，盒马鲜生侯毅再度“喊话”美团王慧文：美团做社区团购，犯了一个根本性错误。盒马让美团和PDD三年又何妨？</p>\n<p><img src=\"https://static.tigerbbs.com/87b12c02e7d955184f70bc4ad807aeed\" tg-width=\"541\" tg-height=\"383\" referrerpolicy=\"no-referrer\"></p>\n<p>值得注意得是，早在三年前阿里收购饿了么的时候，侯毅就曾喊话王慧文：“盒马将推出全新的外卖模式，看看能不能把你的估值打掉一半，不要高兴的太早了……”</p>\n<p>对此，美团总裁王慧文回应道：“做企业是为了更好的服务用户，不是为了搞破坏，能让用户有更好体验更多选择的参与者我们都欢迎。”</p>\n<p>目前，外卖市场无疑美团占据绝对优势，未来社区团购，又将鹿死谁手，我们拭目以待！</p>\n<p><b>雷军喊来了苏炳添，发生了什么？</b></p>\n<p>今天小米股价涨超2%，股价返回27港元，市值6886港元。值得注意的是，雷军今天发连发4条微搏，高调宣布苏炳添成为小米品牌代言人。雷军解释道，“中国飞人，他以9秒83的成绩刷新男子100米的亚洲纪录，跑进了男子百米决赛，他是中国的骄傲！”</p>\n<p><img src=\"https://static.tigerbbs.com/95231fbd167c0f340e9d56277d7388b5\" tg-width=\"550\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p>\n<p>同时，苏炳添也发微表示，“我喜欢小米，我很自豪成为小米的品牌代言人。小米加油！”</p>\n<p><img src=\"https://static.tigerbbs.com/87bed65f07d5ed85e328157bab03c671\" tg-width=\"550\" tg-height=\"409\" referrerpolicy=\"no-referrer\"></p>\n<p>除了拉来苏炳添，雷军今晚还有个大举动。8月10日（周二）晚上7点半，雷军举办年度演讲，聊聊他最艰难的10个选择。此外，演讲后会发布几个新品。雷军表示，小米迎来10周年，过去十年，小米经历过多少次艰难选择？又是怎样的梦想指引他们走到今天？内容比较多，预计3个小时，请留足时间。</p>\n<p><img src=\"https://static.tigerbbs.com/620dea3c7e934c2d4f447b36284ad752\" tg-width=\"550\" tg-height=\"456\" referrerpolicy=\"no-referrer\"></p>\n<p>雷军将会分享哪些故事，过去10年的小米到底经历了什么，雷军又有哪些艰难抉择？</p>","source":"highlight_sina","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>腾讯迎抄底良机？股民吵翻了！</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n腾讯迎抄底良机？股民吵翻了！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-10 17:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/wzsmUsoqqeICq6SF_BwdBQ><strong>新浪港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今天，科网股终于迎来反弹，恒指午后涨幅也扩大至1%，突破26500点。科技股集体爆发，腾讯飙升，段永平抄底成功？盒马喊话美团社区团购，让你三年又何妨？雷军彻底火了，今晚举办年度演讲，发生了什么？\n腾讯迎抄底良机？股民吵翻了！\n今日，恒生科技指数涨超2%，微盟涨10%，美团涨近9%，一度突破240港元大关，新东方在线涨6%，哔哩哔哩涨近6%，腾讯一度突破490港元，上演王者归来，快手、网易、百度、...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/wzsmUsoqqeICq6SF_BwdBQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6e7a07d556e40524e808b1269ef91943","relate_stocks":{"03690":"美团-W","00700":"腾讯控股"},"source_url":"https://mp.weixin.qq.com/s/wzsmUsoqqeICq6SF_BwdBQ","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"1144458823","content_text":"今天，科网股终于迎来反弹，恒指午后涨幅也扩大至1%，突破26500点。科技股集体爆发，腾讯飙升，段永平抄底成功？盒马喊话美团社区团购，让你三年又何妨？雷军彻底火了，今晚举办年度演讲，发生了什么？\n腾讯迎抄底良机？股民吵翻了！\n今日，恒生科技指数涨超2%，微盟涨10%，美团涨近9%，一度突破240港元大关，新东方在线涨6%，哔哩哔哩涨近6%，腾讯一度突破490港元，上演王者归来，快手、网易、百度、小米等集体爆发。\n\n腾讯今天无疑上演了绝地反击，股价连番突破了480港元、490港大关，股价反弹背后，段永平的抄底无疑给了市场一定信心。8月4日上市，段永平自曝买了点腾讯，而且他说再跌再多买点。而段永平也是第一个与巴菲特共进午餐的中国人。\n\n对于腾讯的上涨，有股民表示，腾讯说不定会到“3”开头，“这才到哪，说不定哪天就3开头了，不过关我什么事，反正满仓单吊丢那今年内都不卖”\n\n还有股民认为，“ 腾讯的阶段性黄金坑，被充分打压，预期到底，可大道会逢低加仓。这值得每一个投资人去总结，在大的利空之时，是否敢于穿透迷雾，增加股权。”\n\n有股民认为，明天跌给你看；还有股民认为，杀到500吧！\n野村认为，内地互联网股份短期仍会呈区间上落，倘若内地监管环境趋于稳定，估计可能会在今年第四季度出现持续回升。该行预计亚洲基金的购买的增加，可能有助于抑制相关蓝筹股进一步的下行风险。然而，除非更广泛的投资者群体加入购买，该行认为相关股价走向这取决于监管环境的发展。该行指，在内地互联网领域的首选仍然是网易、微博、京东、欢聚时代 、阿里巴巴及腾讯。\n美团股价大反弹，盒马喊话王慧文\n今日美团股价反弹，收报239港元，涨幅超8%，市值逼近1.5万亿港元，股价大涨背后，一方面是技术性反弹，另一方面也是监管风险大幅缓解。\n\n近期，盒马鲜生侯毅再度“喊话”美团王慧文：美团做社区团购，犯了一个根本性错误。盒马让美团和PDD三年又何妨？\n\n值得注意得是，早在三年前阿里收购饿了么的时候，侯毅就曾喊话王慧文：“盒马将推出全新的外卖模式，看看能不能把你的估值打掉一半，不要高兴的太早了……”\n对此，美团总裁王慧文回应道：“做企业是为了更好的服务用户，不是为了搞破坏，能让用户有更好体验更多选择的参与者我们都欢迎。”\n目前，外卖市场无疑美团占据绝对优势，未来社区团购，又将鹿死谁手，我们拭目以待！\n雷军喊来了苏炳添，发生了什么？\n今天小米股价涨超2%，股价返回27港元，市值6886港元。值得注意的是，雷军今天发连发4条微搏，高调宣布苏炳添成为小米品牌代言人。雷军解释道，“中国飞人，他以9秒83的成绩刷新男子100米的亚洲纪录，跑进了男子百米决赛，他是中国的骄傲！”\n\n同时，苏炳添也发微表示，“我喜欢小米，我很自豪成为小米的品牌代言人。小米加油！”\n\n除了拉来苏炳添，雷军今晚还有个大举动。8月10日（周二）晚上7点半，雷军举办年度演讲，聊聊他最艰难的10个选择。此外，演讲后会发布几个新品。雷军表示，小米迎来10周年，过去十年，小米经历过多少次艰难选择？又是怎样的梦想指引他们走到今天？内容比较多，预计3个小时，请留足时间。\n\n雷军将会分享哪些故事，过去10年的小米到底经历了什么，雷军又有哪些艰难抉择？","news_type":1},"isVote":1,"tweetType":1,"viewCount":629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898798824,"gmtCreate":1628520377968,"gmtModify":1631889656413,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"相信也希望可以过关。好企业不多呀","listText":"相信也希望可以过关。好企业不多呀","text":"相信也希望可以过关。好企业不多呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898798824","repostId":"1113831198","repostType":4,"isVote":1,"tweetType":1,"viewCount":763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":891068956,"gmtCreate":1628308420775,"gmtModify":1631889656421,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"都是坑啊","listText":"都是坑啊","text":"都是坑啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891068956","repostId":"1143051031","repostType":2,"repost":{"id":"1143051031","pubTimestamp":1628296437,"share":"https://www.laohu8.com/m/news/1143051031?lang=&edition=full","pubTime":"2021-08-07 08:33","market":"us","language":"en","title":"3 EV Stocks to Sell Before You Lose Everything","url":"https://stock-news.laohu8.com/highlight/detail?id=1143051031","media":"investorplace","summary":"As longtime readers know, I’m a huge electric vehicle (EV) stock bull. I’m 100% confident that elect","content":"<p>As longtime readers know, I’m a&nbsp;<b><i>huge electric vehicle (EV) stock bull</i></b>. I’m 100% confident that electric vehicles will entirely replace gas-powered by cars by 2040, thanks to improving EV technology, falling battery costs, shifting consumer demand to eco-friendly products, and increasing supply of EVs. At this point, the EV Revolution is inevitable, and EV stocks will surge as a result.</p>\n<p>But… even as a huge electric vehicle bull… I acknowledge that most of the EV startups in the market today will go&nbsp;<b><u>bankrupt</u></b>.</p>\n<p>Yep. You heard that right. I’m one of the biggest EV bulls in the world, and at the same time, I think that most EV stocks in the market today are worthless.</p>\n<p>In fact, I don’t think that – I&nbsp;<b><i>know</i></b>&nbsp;that.</p>\n<p>Why the confidence?</p>\n<p><b>Because history repeats itself</b>.</p>\n<p>Let’s rewind back to the dawn of the gas-powered car.</p>\n<p>Bicycle mechanics J. Frank and Charles Duryea of Springfield, Massachusetts designed the first successful American gasoline automobile in 1893. Six years later, in 1899, 30 American manufacturers collectively produced 2,500 gas-powered cars.</p>\n<p><i>And that was just the beginning.</i></p>\n<p>Over the next decade, some&nbsp;<b>485 companies</b>&nbsp;entered the automobile manufacturing business, all hoping to strike it rich as the gas-powered car redefined the world of transportation. It was a “gas-powered car boom” – much like the “electric vehicle boom” of today.</p>\n<p>We all know what happened next…</p>\n<p>The gas-powered car did go on to redefine the world. Today, around 70 million new passenger cars are sold every single year.</p>\n<p>But almost&nbsp;<b><i>none</i></b>&nbsp;of those 485 companies that popped up back in the early 1900s turned into a success story.</p>\n<p>Less than 50 of them were still in operation by 1930 – and just three of them accounted for 80% of the market.</p>\n<p>In other words, even though gas-powered cars did take over the world, 9 out of every 10 gas-powered companies that emerged at the dawn of the gas-powered car didn’t even survive to see those cars take over the world – and less than 1-in-100 turned into auto industry titans.</p>\n<p>The EV Revolution will play out similarly.</p>\n<p>Which EV Stocks Should You Sell?</p>\n<p>Today, there are hundreds upon hundreds of electric vehicle companies in the world, all of them hoping to strike it rich as the electric vehicle redefines the transportation world.</p>\n<p>The second part<b><i>will happen</i></b>. EVs will take over the world over the next twenty years, just as gas-powered cars took over the world in the early 1900s.</p>\n<p>But, also similar to what happened in the gas-powered car boom, the EV boom of the 2020s and 2030s will comprise a few top players differentiating themselves from the pack in terms of some major value-add, whether it be cost, design, performance, or branding. Those top players will attract all the consumer demand, reap all the rewards of the EV Revolution, and squeeze out the other 90% of companies in the industry.</p>\n<p>So, when I look at the EV landscape today, I see a<b><i>graveyard with a few shining stars</i></b>.</p>\n<p>The key to striking gold in the EV Revolution, then, is to find those shining stars… and avoid the companies doomed for what will soon be a crowded EV graveyard.</p>\n<p>That’s why I want you to avoid the following three EV stocks. They’re doomed to fail, and an investment in them could end up permanently losing 50% or more of its value:</p>\n<ul>\n <li><b>Lordstown Motors</b>(<b><u>RIDE</u></b>): This company is a mess. Management lied about its pre-order volumes. The CEO and CFO were ousted. The DOJ is investing the company. Lordstown itself issued a warning that the company may not even have enough cash to keep the lights on. In the hyper-competitive EV market, there’s no way this company survives – especially since, even if Lordstown does survive today’s optical issues, no good engineer is going to want to work for them, and so, they will forever be starved of talent. Bankruptcy is the likely outcome here.</li>\n <li><b>Workhorse</b>(<b><u>WKHS</u></b>): At one point, I liked Workhorse, because I believed the company was going to win a big USPS contract that would give the company the attention and resources it needed to more fully flesh out its technology platform. But Workhorse lost that contract, and when you combine that loss with the fact the UPS walked away from Workhorse just a few years prior to work with Arrival, it becomes crystal clear that Workhorse’s technology must not be very good. Indeed, after the USPS contract loss, my team and I took a deeper look at the Workhorse team and the underlying tech. Long story short, as engineers, we were very underwhelmed. We believe Arrival will dominate the electric last-mile delivery market, and that Workhorse will get squeezed out. We believe bankruptcy is a very likely outcome here, too.</li>\n <li><b>Ayro</b>(<b><u>AYRO</u></b>): I also used to be a fan of Ayro, a tiny EV company that is making small, low-speed electric vehicles of niche use cases. But since I first discovered this company about 12 months ago, there has been very little news on product development, or manufacturing build-out, or commercial contract wins. This lack of news really worries me, especially because the company doesn’t have a ton of cash, and because the competitive backdrop of small EVs is quite intense with ElectraMeccanica and Arcimoto. There may be a path forward here for Ayro, but we don’t see it as being very likely to materialize.</li>\n</ul>\n<p>If any of those three EV stocks are in your portfolio, get rid of them right away. They have huge downside potential, and are not worth owning in any capacity today.</p>\n<p>Because… in an industry full of so much opportunity… why would you own the industry’s worst companies?</p>\n<p>Go out and buy the best EV companies.</p>","source":"lsy1606302653667","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>3 EV Stocks to Sell Before You Lose Everything</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\">\n3 EV Stocks to Sell Before You Lose Everything\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-07 08:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/hypergrowthinvesting/2021/08/3-ev-stocks-to-sell-before-you-lose-everything/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As longtime readers know, I’m a huge electric vehicle (EV) stock bull. I’m 100% confident that electric vehicles will entirely replace gas-powered by cars by 2040, thanks to improving EV technology, ...</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2021/08/3-ev-stocks-to-sell-before-you-lose-everything/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WKHS":"Workhorse Group, Inc.","AYRO":"AYRO, Inc."},"source_url":"https://investorplace.com/hypergrowthinvesting/2021/08/3-ev-stocks-to-sell-before-you-lose-everything/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143051031","content_text":"As longtime readers know, I’m a huge electric vehicle (EV) stock bull. I’m 100% confident that electric vehicles will entirely replace gas-powered by cars by 2040, thanks to improving EV technology, falling battery costs, shifting consumer demand to eco-friendly products, and increasing supply of EVs. At this point, the EV Revolution is inevitable, and EV stocks will surge as a result.\nBut… even as a huge electric vehicle bull… I acknowledge that most of the EV startups in the market today will go bankrupt.\nYep. You heard that right. I’m one of the biggest EV bulls in the world, and at the same time, I think that most EV stocks in the market today are worthless.\nIn fact, I don’t think that – I know that.\nWhy the confidence?\nBecause history repeats itself.\nLet’s rewind back to the dawn of the gas-powered car.\nBicycle mechanics J. Frank and Charles Duryea of Springfield, Massachusetts designed the first successful American gasoline automobile in 1893. Six years later, in 1899, 30 American manufacturers collectively produced 2,500 gas-powered cars.\nAnd that was just the beginning.\nOver the next decade, some 485 companies entered the automobile manufacturing business, all hoping to strike it rich as the gas-powered car redefined the world of transportation. It was a “gas-powered car boom” – much like the “electric vehicle boom” of today.\nWe all know what happened next…\nThe gas-powered car did go on to redefine the world. Today, around 70 million new passenger cars are sold every single year.\nBut almost none of those 485 companies that popped up back in the early 1900s turned into a success story.\nLess than 50 of them were still in operation by 1930 – and just three of them accounted for 80% of the market.\nIn other words, even though gas-powered cars did take over the world, 9 out of every 10 gas-powered companies that emerged at the dawn of the gas-powered car didn’t even survive to see those cars take over the world – and less than 1-in-100 turned into auto industry titans.\nThe EV Revolution will play out similarly.\nWhich EV Stocks Should You Sell?\nToday, there are hundreds upon hundreds of electric vehicle companies in the world, all of them hoping to strike it rich as the electric vehicle redefines the transportation world.\nThe second partwill happen. EVs will take over the world over the next twenty years, just as gas-powered cars took over the world in the early 1900s.\nBut, also similar to what happened in the gas-powered car boom, the EV boom of the 2020s and 2030s will comprise a few top players differentiating themselves from the pack in terms of some major value-add, whether it be cost, design, performance, or branding. Those top players will attract all the consumer demand, reap all the rewards of the EV Revolution, and squeeze out the other 90% of companies in the industry.\nSo, when I look at the EV landscape today, I see agraveyard with a few shining stars.\nThe key to striking gold in the EV Revolution, then, is to find those shining stars… and avoid the companies doomed for what will soon be a crowded EV graveyard.\nThat’s why I want you to avoid the following three EV stocks. They’re doomed to fail, and an investment in them could end up permanently losing 50% or more of its value:\n\nLordstown Motors(RIDE): This company is a mess. Management lied about its pre-order volumes. The CEO and CFO were ousted. The DOJ is investing the company. Lordstown itself issued a warning that the company may not even have enough cash to keep the lights on. In the hyper-competitive EV market, there’s no way this company survives – especially since, even if Lordstown does survive today’s optical issues, no good engineer is going to want to work for them, and so, they will forever be starved of talent. Bankruptcy is the likely outcome here.\nWorkhorse(WKHS): At one point, I liked Workhorse, because I believed the company was going to win a big USPS contract that would give the company the attention and resources it needed to more fully flesh out its technology platform. But Workhorse lost that contract, and when you combine that loss with the fact the UPS walked away from Workhorse just a few years prior to work with Arrival, it becomes crystal clear that Workhorse’s technology must not be very good. Indeed, after the USPS contract loss, my team and I took a deeper look at the Workhorse team and the underlying tech. Long story short, as engineers, we were very underwhelmed. We believe Arrival will dominate the electric last-mile delivery market, and that Workhorse will get squeezed out. We believe bankruptcy is a very likely outcome here, too.\nAyro(AYRO): I also used to be a fan of Ayro, a tiny EV company that is making small, low-speed electric vehicles of niche use cases. But since I first discovered this company about 12 months ago, there has been very little news on product development, or manufacturing build-out, or commercial contract wins. This lack of news really worries me, especially because the company doesn’t have a ton of cash, and because the competitive backdrop of small EVs is quite intense with ElectraMeccanica and Arcimoto. There may be a path forward here for Ayro, but we don’t see it as being very likely to materialize.\n\nIf any of those three EV stocks are in your portfolio, get rid of them right away. They have huge downside potential, and are not worth owning in any capacity today.\nBecause… in an industry full of so much opportunity… why would you own the industry’s worst companies?\nGo out and buy the best EV companies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":893644760,"gmtCreate":1628261416350,"gmtModify":1631889656419,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"牛","listText":"牛","text":"牛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893644760","repostId":"802788789","repostType":1,"repost":{"id":802788789,"gmtCreate":1627807955841,"gmtModify":1627822408340,"author":{"id":"3456261161734053","authorId":"3456261161734053","name":"阳光彩虹派","avatar":"https://static.tigerbbs.com/f11535f569f60324d63846b1ffd836f6","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"title":"跌跌撞撞的上半年，以亏损50%收场","htmlText":"&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;今天是八一建军节，先致敬最可爱的人。感谢他们的守护，我们才能国泰民安。&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;回归正题，&nbsp; 一直想写复盘日记，由于工作繁忙，今天稍微挤出点时间好好思考，把上半年的操盘雷区做一次复盘，也供各位股友们参考。话不多说，先上图。&nbsp; &nbsp; &nbsp; 截至2021年7月31日，今年至今为止的账户亏损高达50%，如果算上巅峰时期的盈利在内的话，账户亏损累亏88%，这是我炒美股以来第一次如此重创！而且大部分是正股的亏损。我总结一下，主要有如下几点：一、指数不断创新高，多数个股却未能追平前高，分化极大&nbsp; &nbsp; &nbsp; 这段时间，标普、纳指、道指均不断刷出新高，但除了FAANG等巨头之外，多数股票不仅未能跟随指数创下新高，甚至连前高都未能追平，可谓是天壤之别。而这种行情下，如果单纯从指数作为参考标准，采取长线持有，其实赚钱的概率是相当低的。我就是太过执着，觉得按以前的风格应该是轮涨行情，死捂着弱势股票，导致亏损不断扩大。二、中概不断暴雷，抄底中概伤痕累累&nbsp; &nbsp; &nbsp; 其实我炒美股4年来是比较少玩中概股的，一来觉得政策风险还是受到国内的影响很大，二来觉得在美股市场上，除了<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;阿里巴巴和百度<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>&nbsp;等几大龙头外，大多数中概是很难获得资金青睐的。而自从6月份抄底中概以来，是我经历美股投资市场上最大滑铁卢。&nbsp;","listText":"&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;今天是八一建军节，先致敬最可爱的人。感谢他们的守护，我们才能国泰民安。&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;回归正题，&nbsp; 一直想写复盘日记，由于工作繁忙，今天稍微挤出点时间好好思考，把上半年的操盘雷区做一次复盘，也供各位股友们参考。话不多说，先上图。&nbsp; &nbsp; &nbsp; 截至2021年7月31日，今年至今为止的账户亏损高达50%，如果算上巅峰时期的盈利在内的话，账户亏损累亏88%，这是我炒美股以来第一次如此重创！而且大部分是正股的亏损。我总结一下，主要有如下几点：一、指数不断创新高，多数个股却未能追平前高，分化极大&nbsp; &nbsp; &nbsp; 这段时间，标普、纳指、道指均不断刷出新高，但除了FAANG等巨头之外，多数股票不仅未能跟随指数创下新高，甚至连前高都未能追平，可谓是天壤之别。而这种行情下，如果单纯从指数作为参考标准，采取长线持有，其实赚钱的概率是相当低的。我就是太过执着，觉得按以前的风格应该是轮涨行情，死捂着弱势股票，导致亏损不断扩大。二、中概不断暴雷，抄底中概伤痕累累&nbsp; &nbsp; &nbsp; 其实我炒美股4年来是比较少玩中概股的，一来觉得政策风险还是受到国内的影响很大，二来觉得在美股市场上，除了<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;阿里巴巴和百度<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>&nbsp;等几大龙头外，大多数中概是很难获得资金青睐的。而自从6月份抄底中概以来，是我经历美股投资市场上最大滑铁卢。&nbsp;","text":"今天是八一建军节，先致敬最可爱的人。感谢他们的守护，我们才能国泰民安。 回归正题， 一直想写复盘日记，由于工作繁忙，今天稍微挤出点时间好好思考，把上半年的操盘雷区做一次复盘，也供各位股友们参考。话不多说，先上图。 截至2021年7月31日，今年至今为止的账户亏损高达50%，如果算上巅峰时期的盈利在内的话，账户亏损累亏88%，这是我炒美股以来第一次如此重创！而且大部分是正股的亏损。我总结一下，主要有如下几点：一、指数不断创新高，多数个股却未能追平前高，分化极大 这段时间，标普、纳指、道指均不断刷出新高，但除了FAANG等巨头之外，多数股票不仅未能跟随指数创下新高，甚至连前高都未能追平，可谓是天壤之别。而这种行情下，如果单纯从指数作为参考标准，采取长线持有，其实赚钱的概率是相当低的。我就是太过执着，觉得按以前的风格应该是轮涨行情，死捂着弱势股票，导致亏损不断扩大。二、中概不断暴雷，抄底中概伤痕累累 其实我炒美股4年来是比较少玩中概股的，一来觉得政策风险还是受到国内的影响很大，二来觉得在美股市场上，除了$阿里巴巴(BABA)$ 阿里巴巴和百度$百度(BIDU)$ 等几大龙头外，大多数中概是很难获得资金青睐的。而自从6月份抄底中概以来，是我经历美股投资市场上最大滑铁卢。","images":[{"img":"https://static.tigerbbs.com/9369f76f4f0b09813b073ce6bae92f04","width":"688","height":"1489"},{"img":"https://static.tigerbbs.com/a49a17f611c181587c293cbb355cd407","width":"688","height":"1489"},{"img":"https://static.tigerbbs.com/f6fcf05470e019b727a475be1bf0144c","width":"688","height":"1489"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802788789","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":893644842,"gmtCreate":1628261386786,"gmtModify":1631889656425,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893644842","repostId":"1127586339","repostType":2,"repost":{"id":"1127586339","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628243806,"share":"https://www.laohu8.com/m/news/1127586339?lang=&edition=full","pubTime":"2021-08-06 17:56","market":"hk","language":"zh","title":"小米公司承认小米11系列存在WiFi问题：支持换新机","url":"https://stock-news.laohu8.com/highlight/detail?id=1127586339","media":"老虎资讯综合","summary":"8月6日，小米官方微博@小米服务那些事 发布公告称，关注到部分小米11及其系列产品出现的特殊WiFi问题。针对小米11及其系列产品出现的特殊情况，小米称将采用高于国家三包权益的服务政策来进行解决：出现","content":"<p>8月6日，小米官方微博@小米服务那些事 发布公告称，关注到部分小米11及其系列产品出现的特殊WiFi问题。针对小米11及其系列产品出现的特殊情况，小米称将采用高于国家三包权益的服务政策来进行解决：出现此类现象的用户，售后检测后支持换新机处理。若换机后再次出现同样WiFi问题的用户，可以进行退机或再次换机。</p>\n<p><img src=\"https://static.tigerbbs.com/5903debf7daa6f5cf25d00330f8c6a59\" tg-width=\"690\" tg-height=\"1227\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小米公司承认小米11系列存在WiFi问题：支持换新机</title>\n<style 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}\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小米公司承认小米11系列存在WiFi问题：支持换新机\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-06 17:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月6日，小米官方微博@小米服务那些事 发布公告称，关注到部分小米11及其系列产品出现的特殊WiFi问题。针对小米11及其系列产品出现的特殊情况，小米称将采用高于国家三包权益的服务政策来进行解决：出现此类现象的用户，售后检测后支持换新机处理。若换机后再次出现同样WiFi问题的用户，可以进行退机或再次换机。</p>\n<p><img src=\"https://static.tigerbbs.com/5903debf7daa6f5cf25d00330f8c6a59\" tg-width=\"690\" tg-height=\"1227\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9695015879a046feb0f62673fdb08801","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127586339","content_text":"8月6日，小米官方微博@小米服务那些事 发布公告称，关注到部分小米11及其系列产品出现的特殊WiFi问题。针对小米11及其系列产品出现的特殊情况，小米称将采用高于国家三包权益的服务政策来进行解决：出现此类现象的用户，售后检测后支持换新机处理。若换机后再次出现同样WiFi问题的用户，可以进行退机或再次换机。","news_type":1},"isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":890643207,"gmtCreate":1628117085009,"gmtModify":1631889656427,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"佩服，支持","listText":"佩服，支持","text":"佩服，支持","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890643207","repostId":"2156517355","repostType":2,"isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":155932891,"gmtCreate":1625368092213,"gmtModify":1631889656429,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"尽信书则不如无书","listText":"尽信书则不如无书","text":"尽信书则不如无书","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/155932891","repostId":"2148807090","repostType":4,"isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":169727094,"gmtCreate":1623851667818,"gmtModify":1631889656316,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"别了","listText":"别了","text":"别了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/169727094","repostId":"1152701678","repostType":4,"repost":{"id":"1152701678","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1623849371,"share":"https://www.laohu8.com/m/news/1152701678?lang=&edition=full","pubTime":"2021-06-16 21:16","market":"us","language":"zh","title":"特斯拉股价持续低迷，有分析师号召抄底了","url":"https://stock-news.laohu8.com/highlight/detail?id=1152701678","media":"华尔街见闻","summary":"“现在是最好的抄底时机！抓住每一个机会！买！买！买！”\n\n尽管瑞穗的分析师再三强调特斯拉的买入评级，但似乎特斯拉的股价并没有因此提振。\n\n自4月以来，特斯拉股价就开始持续低迷，同期的标普500都呈现上","content":"<blockquote>\n “现在是最好的抄底时机！抓住每一个机会！买！买！买！”\n</blockquote>\n<p>尽管瑞穗的分析师再三强调<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的买入评级，但似乎特斯拉的股价并没有因此提振。</p>\n<p><img src=\"https://static.tigerbbs.com/1fe3d104801bb262eb924f04cdc5f706\" tg-width=\"640\" tg-height=\"289\" referrerpolicy=\"no-referrer\"></p>\n<p>自4月以来，特斯拉股价就开始持续低迷，同期的标普500都呈现上涨态势。</p>\n<p>瑞穗的分析师表示，特斯拉的买入评级是根据其在全球电动车市场的领先地位，以及拜登的基建计划对特斯拉将有显著提振得出的结论。</p>\n<p>洛克菲勒资本管理公司的董事总经理Michael Bapis也对特斯拉表现出看好的态度，并称特斯拉在可预见的将来中都将是电动车行业的领导者。</p>\n<p>Bapis称：“如果你去看一些基金产品的持仓，一旦它们的持仓列表中没有出现特斯拉这只股票，那么一定会有人质疑为什么不买它？”</p>\n<p>Bapis还表示，尽管特斯拉去年涨得太猛太快，尽管今年它的供应链存在着缺芯以及延误交货，但只要没人能突破特斯拉在电动车行业的技术壁垒，再看看特斯拉自己的基本面和增长潜力，只要有机会，就应该买入。</p>\n<p>Bapis说：“我认为现在就是买入的时机，然后把它放在那，押注公司强劲的基本面和行业领先的地位，你们会发现找不到比它更好的电动车龙头标的。”</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉股价持续低迷，有分析师号召抄底了</title>\n<style 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}\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特斯拉股价持续低迷，有分析师号召抄底了\n</h2>\n\n<h4 class=\"meta\">\n\n2021-06-16 21:16 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“现在是最好的抄底时机！抓住每一个机会！买！买！买！”\n\n尽管瑞穗的分析师再三强调特斯拉的买入评级，但似乎特斯拉的股价并没有因此提振。\n\n自4月以来，特斯拉股价就开始持续低迷，同期的标普500都呈现上涨态势。\n瑞穗的分析师表示，特斯拉的买入评级是根据其在全球电动车市场的领先地位，以及拜登的基建计划对特斯拉将有显著提振得出的结论。\n洛克菲勒资本管理公司的董事总经理Michael Bapis也对特斯拉...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152701678","content_text":"“现在是最好的抄底时机！抓住每一个机会！买！买！买！”\n\n尽管瑞穗的分析师再三强调特斯拉的买入评级，但似乎特斯拉的股价并没有因此提振。\n\n自4月以来，特斯拉股价就开始持续低迷，同期的标普500都呈现上涨态势。\n瑞穗的分析师表示，特斯拉的买入评级是根据其在全球电动车市场的领先地位，以及拜登的基建计划对特斯拉将有显著提振得出的结论。\n洛克菲勒资本管理公司的董事总经理Michael Bapis也对特斯拉表现出看好的态度，并称特斯拉在可预见的将来中都将是电动车行业的领导者。\nBapis称：“如果你去看一些基金产品的持仓，一旦它们的持仓列表中没有出现特斯拉这只股票，那么一定会有人质疑为什么不买它？”\nBapis还表示，尽管特斯拉去年涨得太猛太快，尽管今年它的供应链存在着缺芯以及延误交货，但只要没人能突破特斯拉在电动车行业的技术壁垒，再看看特斯拉自己的基本面和增长潜力，只要有机会，就应该买入。\nBapis说：“我认为现在就是买入的时机，然后把它放在那，押注公司强劲的基本面和行业领先的地位，你们会发现找不到比它更好的电动车龙头标的。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":139597704,"gmtCreate":1621643491508,"gmtModify":1631889656324,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"耐心持仓","listText":"耐心持仓","text":"耐心持仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/139597704","repostId":"1124779247","repostType":4,"repost":{"id":"1124779247","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇","id":"3","head_image":"https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d"},"pubTimestamp":1621602574,"share":"https://www.laohu8.com/m/news/1124779247?lang=&edition=full","pubTime":"2021-05-21 21:09","market":"hk","language":"zh","title":"600块的腾讯是否具备投资价值","url":"https://stock-news.laohu8.com/highlight/detail?id=1124779247","media":"格隆汇","summary":"你会选择现在买入腾讯控股吗？\n大家好，我是格隆汇社区小管家，带你边吃瓜，边掌握市场最新动向：\n5月20日下午，腾讯发布2021年第一季度财报，意图在情人节给股东一个惊喜。点开财报链接时，本韭的双颊是通","content":"<p>你会选择现在买入腾讯控股吗？</p>\n<p>大家好，我是格隆汇社区小管家，带你边吃瓜，边掌握市场最新动向：</p>\n<p>5月20日下午，腾讯发布2021年第一季度财报，意图在情人节给股东一个惊喜。点开财报链接时，本韭的双颊是通红的，心情是激动的！<b>腾讯控股一季度表现并未令人失望！</b></p>\n<p>根据财报显示，2021年第一季度，腾讯控股营收达1353亿港币，同比增长25%；净利润也达490亿港币，同比增长65%。</p>\n<p><img src=\"https://static.tigerbbs.com/54206165a270e2e4e64b1ae8501d59f9\" tg-width=\"832\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p>\n<p>图：腾讯控股Q1利润表数据</p>\n<p>依然很赚钱的腾讯，仿佛印证了那句话：<b>钱对于腾讯来说就是一堆数字了。</b></p>\n<p>看完财报之后，本韭昨晚吃饭是吃嘛嘛香，睡觉也睡嘛嘛棒。</p>\n<p>然而好心情只持续到今天开盘...</p>\n<p><img src=\"https://static.tigerbbs.com/e02af149c594a8d61c72b04a6945ee6a\" tg-width=\"840\" tg-height=\"470\"></p>\n<p><i>崩了，崩了，情绪崩了！</i></p>\n<p><i>硬了，硬了，拳头硬了！</i></p>\n<p>开盘绿色，本韭知道要糟。果不其然，今日腾讯控股走势呈现低开低走，开盘600港币到了收盘，只剩下586港币了，今日跌幅3.28%。</p>\n<p>相信这时候，很多人都是懵逼的，就如这位格友@吃瓜群众文某：</p>\n<p><img src=\"https://static.tigerbbs.com/29ba6cd8ce8edb4e97b6004d6c8c0dff\" tg-width=\"1080\" tg-height=\"401\" referrerpolicy=\"no-referrer\"></p>\n<p>他对股市发出了来自灵魂拷问。</p>\n<p>机智如本韭，还是先搞清楚腾讯为何下跌吧！我们打开“热点解读”可以找到股价和业绩背离的原因。</p>\n<p><b>一、腾讯股价为何下跌</b></p>\n<p>问题出在净利润上：腾讯首季收入同比升25%至1353亿港币，较市场预期高1%，与该行预期一致，<b>而经调整盈利为331亿，同比增长22%，就稍低于先前市场预期的28.3%。</b></p>\n<p><img src=\"https://static.tigerbbs.com/45d6f1bcd809f57981e4586dc4016ffc\" tg-width=\"828\" tg-height=\"534\" referrerpolicy=\"no-referrer\"></p>\n<p>@小小一只牛引用了麦格理的研究，预计腾讯部分关联公司市占率稍显下降，预计第第二季净利润可能相对较弱，还有一点就是腾讯考虑加大投资，这些投资短期可能不会产出超额利润，可能使第二季净利润承压。</p>\n<p><img src=\"https://static.tigerbbs.com/c460b9e9e03fb458d2e5d1b2115fd96e\" tg-width=\"1080\" tg-height=\"1080\"></p>\n<p>图：格隆汇APP热股解读</p>\n<p>腾讯在季报中宣布，<b>将通过投资“部分利润”来提高投资率，</b>并会将今年非通用会计准则纯利预测削减9%，以反映其投资于SaaS产品的云、线上游戏及短视频三项额外的战略投资。</p>\n<p>换句话说，<b>在额外战投之下，预计今年腾讯控股盈利增长率仅为19%。</b></p>\n<p>格友@风来了则从现金流的角度看问题。</p>\n<p><img src=\"https://static.tigerbbs.com/2253e049977e784ea009a4a766ce5386\" tg-width=\"1080\" tg-height=\"1253\" referrerpolicy=\"no-referrer\"></p>\n<p>他指出：<b>腾讯业绩看似爆表，实则经营活动现金流大幅减少。</b></p>\n<p>财报发出后，虽然各大行纷纷给予“买入评级”。</p>\n<p><img src=\"https://static.tigerbbs.com/135d5022ac7e4ca72bfd8ba2335a59c6\" tg-width=\"1080\" tg-height=\"2060\" referrerpolicy=\"no-referrer\"></p>\n<p>图：格隆汇APP个股速递</p>\n<p>但仔细观察亦可发现，也有部分大行略微下调了腾讯控股的目标价。</p>\n<p><img src=\"https://static.tigerbbs.com/0897ff996c2635c2e411479136ca030c\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"></p>\n<p>图：来自格隆汇APP个股速递</p>\n<p><b>二、腾讯表现究竟如何？</b></p>\n<p>业务方面，腾讯第一季度增值服务收入达724.43亿元，同比增长16%，其中游戏收入达436亿元，社交网络收入达288亿元；第一季度微信及 WeChat 合并月活跃账户数为12.41亿，同比增3.3%；QQ 移动终端月活跃账户数为6.06亿，同比降12.6%；</p>\n<p>网络广告业务收入达218.2亿元，同比增长23%；金融科技及企业服务收入达390.28亿元，同比增长47%。其他业务收入达20.12亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/9609bdb117945edc91732edad50807e4\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"></p>\n<p>这份财报用一个字形容就是“稳”。<b>金融科技和企业服务成长明显，成为本场最靓的仔</b>，如此体量的公司该版块业务还能取得高速的增长，<b>说明金融科技和企业服务已成为腾讯业务版图中的一个新的增长点。</b></p>\n<p>从格隆汇的股评区只言片语，还是能看出大家对此份财报比较满意。</p>\n<p><img src=\"https://static.tigerbbs.com/1b32a9443e2a6da69666d8733aea8bfc\" tg-width=\"1080\" tg-height=\"618\" referrerpolicy=\"no-referrer\"></p>\n<p>总体来看，各项业务增长都属正常，营业毛利总额增长19%，很好的数据，利润扣非22%也不错，费用增长34%偏高，考虑到腾讯去年扩招了大量的员工这个情理之中，这些突击扩招的人员很难在短期内创造出利润，<b>人员扩张那是资本，一定能在未来的业务中给更多的回报。</b></p>\n<p>就如同格友@王子文在帖子所说：坚持做正确的事，长期对股东就是好事！</p>\n<p>腾讯会议、微信视频号、企业微信、小程序等在去年都扩展得很快，需要更多的人手来实现甚至云端资源都不是小数目，从更深的分析本次财报，市场还是相当乐观，之前认为不如预期，现在细看之后觉得在预期内，这份财报不输于往年扣非增速30%财报。</p>\n<p><img src=\"https://static.tigerbbs.com/28dcaed715d5052a4489d5d5b32a0cb0\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"></p>\n<p>b</p>\n<p>四月份以来，以阿里、美团等互联网巨头公司纷纷接受反垄断调查，而对于网络巨头腾讯来说，影响肯定是有的。</p>\n<p>目前<b>除了面对字节跳动等竞争对手的指控，腾讯需面对的审查还有其音乐衍生产品方面，以及据说腾讯的金融科技部门，也即将被加强监管。</b></p>\n<p>近期港股科技股走出了连续两个多月的弱势侧面应证了投资者对于反垄断调查的担忧。腾讯发布财报后，股价不涨反跌，<b>背后的原因或为当前科技股悲观氛围所致。</b></p>\n<p>目前腾讯股价自二月中的775港币一路下跌至如今586港币，下跌幅度超20%。</p>\n<p><img src=\"https://static.tigerbbs.com/106ebd1555483436248557166acd470a\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>撇开股价走势，腾讯在各方个面还是令人羡慕甚至向往的公司。</p>\n<p>比如随着一季报公布，腾讯也公布了人力薪酬，包括了年终奖的一季度薪酬包，<b>平均下来人均月薪竟达到7.6万。见此，本韭不禁流下了打工人的泪水。</b></p>\n<p><img src=\"https://static.tigerbbs.com/6dccb85f0c2e336b28d080a2479ecbf9\" tg-width=\"540\" tg-height=\"585\" referrerpolicy=\"no-referrer\"></p>\n<p>有时候下跌也是一种机遇，让你可以稍稍觊觎一下平常价格高到不敢买的股票。</p>\n<p><img src=\"https://static.tigerbbs.com/6126b63e57ebc61f63d3cc3b7b99af16\" tg-width=\"828\" tg-height=\"585\" referrerpolicy=\"no-referrer\"></p>\n<p>比如@远山青&nbsp;就认为现在是千载难逢的机会！腾讯PE已创下近十年新低，<b>十年一遇的大机会，趁势抄底</b>，小心错过拍大腿。</p>\n<p><img src=\"https://static.tigerbbs.com/9c4c2811872a77b232a14811ac4d5f98\" tg-width=\"286\" tg-height=\"212\" referrerpolicy=\"no-referrer\"></p>\n<p>现在吃完了腾讯的瓜，那么问题来了，你会选择现在买入腾讯控股吗？</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>600块的腾讯是否具备投资价值</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\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\">\n600块的腾讯是否具备投资价值\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇 </p>\n<p class=\"h-time\">2021-05-21 21:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>你会选择现在买入腾讯控股吗？</p>\n<p>大家好，我是格隆汇社区小管家，带你边吃瓜，边掌握市场最新动向：</p>\n<p>5月20日下午，腾讯发布2021年第一季度财报，意图在情人节给股东一个惊喜。点开财报链接时，本韭的双颊是通红的，心情是激动的！<b>腾讯控股一季度表现并未令人失望！</b></p>\n<p>根据财报显示，2021年第一季度，腾讯控股营收达1353亿港币，同比增长25%；净利润也达490亿港币，同比增长65%。</p>\n<p><img src=\"https://static.tigerbbs.com/54206165a270e2e4e64b1ae8501d59f9\" tg-width=\"832\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p>\n<p>图：腾讯控股Q1利润表数据</p>\n<p>依然很赚钱的腾讯，仿佛印证了那句话：<b>钱对于腾讯来说就是一堆数字了。</b></p>\n<p>看完财报之后，本韭昨晚吃饭是吃嘛嘛香，睡觉也睡嘛嘛棒。</p>\n<p>然而好心情只持续到今天开盘...</p>\n<p><img src=\"https://static.tigerbbs.com/e02af149c594a8d61c72b04a6945ee6a\" tg-width=\"840\" tg-height=\"470\"></p>\n<p><i>崩了，崩了，情绪崩了！</i></p>\n<p><i>硬了，硬了，拳头硬了！</i></p>\n<p>开盘绿色，本韭知道要糟。果不其然，今日腾讯控股走势呈现低开低走，开盘600港币到了收盘，只剩下586港币了，今日跌幅3.28%。</p>\n<p>相信这时候，很多人都是懵逼的，就如这位格友@吃瓜群众文某：</p>\n<p><img src=\"https://static.tigerbbs.com/29ba6cd8ce8edb4e97b6004d6c8c0dff\" tg-width=\"1080\" tg-height=\"401\" referrerpolicy=\"no-referrer\"></p>\n<p>他对股市发出了来自灵魂拷问。</p>\n<p>机智如本韭，还是先搞清楚腾讯为何下跌吧！我们打开“热点解读”可以找到股价和业绩背离的原因。</p>\n<p><b>一、腾讯股价为何下跌</b></p>\n<p>问题出在净利润上：腾讯首季收入同比升25%至1353亿港币，较市场预期高1%，与该行预期一致，<b>而经调整盈利为331亿，同比增长22%，就稍低于先前市场预期的28.3%。</b></p>\n<p><img src=\"https://static.tigerbbs.com/45d6f1bcd809f57981e4586dc4016ffc\" tg-width=\"828\" tg-height=\"534\" referrerpolicy=\"no-referrer\"></p>\n<p>@小小一只牛引用了麦格理的研究，预计腾讯部分关联公司市占率稍显下降，预计第第二季净利润可能相对较弱，还有一点就是腾讯考虑加大投资，这些投资短期可能不会产出超额利润，可能使第二季净利润承压。</p>\n<p><img src=\"https://static.tigerbbs.com/c460b9e9e03fb458d2e5d1b2115fd96e\" tg-width=\"1080\" tg-height=\"1080\"></p>\n<p>图：格隆汇APP热股解读</p>\n<p>腾讯在季报中宣布，<b>将通过投资“部分利润”来提高投资率，</b>并会将今年非通用会计准则纯利预测削减9%，以反映其投资于SaaS产品的云、线上游戏及短视频三项额外的战略投资。</p>\n<p>换句话说，<b>在额外战投之下，预计今年腾讯控股盈利增长率仅为19%。</b></p>\n<p>格友@风来了则从现金流的角度看问题。</p>\n<p><img src=\"https://static.tigerbbs.com/2253e049977e784ea009a4a766ce5386\" tg-width=\"1080\" tg-height=\"1253\" referrerpolicy=\"no-referrer\"></p>\n<p>他指出：<b>腾讯业绩看似爆表，实则经营活动现金流大幅减少。</b></p>\n<p>财报发出后，虽然各大行纷纷给予“买入评级”。</p>\n<p><img src=\"https://static.tigerbbs.com/135d5022ac7e4ca72bfd8ba2335a59c6\" tg-width=\"1080\" tg-height=\"2060\" referrerpolicy=\"no-referrer\"></p>\n<p>图：格隆汇APP个股速递</p>\n<p>但仔细观察亦可发现，也有部分大行略微下调了腾讯控股的目标价。</p>\n<p><img src=\"https://static.tigerbbs.com/0897ff996c2635c2e411479136ca030c\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"></p>\n<p>图：来自格隆汇APP个股速递</p>\n<p><b>二、腾讯表现究竟如何？</b></p>\n<p>业务方面，腾讯第一季度增值服务收入达724.43亿元，同比增长16%，其中游戏收入达436亿元，社交网络收入达288亿元；第一季度微信及 WeChat 合并月活跃账户数为12.41亿，同比增3.3%；QQ 移动终端月活跃账户数为6.06亿，同比降12.6%；</p>\n<p>网络广告业务收入达218.2亿元，同比增长23%；金融科技及企业服务收入达390.28亿元，同比增长47%。其他业务收入达20.12亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/9609bdb117945edc91732edad50807e4\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"></p>\n<p>这份财报用一个字形容就是“稳”。<b>金融科技和企业服务成长明显，成为本场最靓的仔</b>，如此体量的公司该版块业务还能取得高速的增长，<b>说明金融科技和企业服务已成为腾讯业务版图中的一个新的增长点。</b></p>\n<p>从格隆汇的股评区只言片语，还是能看出大家对此份财报比较满意。</p>\n<p><img src=\"https://static.tigerbbs.com/1b32a9443e2a6da69666d8733aea8bfc\" tg-width=\"1080\" tg-height=\"618\" referrerpolicy=\"no-referrer\"></p>\n<p>总体来看，各项业务增长都属正常，营业毛利总额增长19%，很好的数据，利润扣非22%也不错，费用增长34%偏高，考虑到腾讯去年扩招了大量的员工这个情理之中，这些突击扩招的人员很难在短期内创造出利润，<b>人员扩张那是资本，一定能在未来的业务中给更多的回报。</b></p>\n<p>就如同格友@王子文在帖子所说：坚持做正确的事，长期对股东就是好事！</p>\n<p>腾讯会议、微信视频号、企业微信、小程序等在去年都扩展得很快，需要更多的人手来实现甚至云端资源都不是小数目，从更深的分析本次财报，市场还是相当乐观，之前认为不如预期，现在细看之后觉得在预期内，这份财报不输于往年扣非增速30%财报。</p>\n<p><img src=\"https://static.tigerbbs.com/28dcaed715d5052a4489d5d5b32a0cb0\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"></p>\n<p>b</p>\n<p>四月份以来，以阿里、美团等互联网巨头公司纷纷接受反垄断调查，而对于网络巨头腾讯来说，影响肯定是有的。</p>\n<p>目前<b>除了面对字节跳动等竞争对手的指控，腾讯需面对的审查还有其音乐衍生产品方面，以及据说腾讯的金融科技部门，也即将被加强监管。</b></p>\n<p>近期港股科技股走出了连续两个多月的弱势侧面应证了投资者对于反垄断调查的担忧。腾讯发布财报后，股价不涨反跌，<b>背后的原因或为当前科技股悲观氛围所致。</b></p>\n<p>目前腾讯股价自二月中的775港币一路下跌至如今586港币，下跌幅度超20%。</p>\n<p><img src=\"https://static.tigerbbs.com/106ebd1555483436248557166acd470a\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>撇开股价走势，腾讯在各方个面还是令人羡慕甚至向往的公司。</p>\n<p>比如随着一季报公布，腾讯也公布了人力薪酬，包括了年终奖的一季度薪酬包，<b>平均下来人均月薪竟达到7.6万。见此，本韭不禁流下了打工人的泪水。</b></p>\n<p><img src=\"https://static.tigerbbs.com/6dccb85f0c2e336b28d080a2479ecbf9\" tg-width=\"540\" tg-height=\"585\" referrerpolicy=\"no-referrer\"></p>\n<p>有时候下跌也是一种机遇，让你可以稍稍觊觎一下平常价格高到不敢买的股票。</p>\n<p><img src=\"https://static.tigerbbs.com/6126b63e57ebc61f63d3cc3b7b99af16\" tg-width=\"828\" tg-height=\"585\" referrerpolicy=\"no-referrer\"></p>\n<p>比如@远山青&nbsp;就认为现在是千载难逢的机会！腾讯PE已创下近十年新低，<b>十年一遇的大机会，趁势抄底</b>，小心错过拍大腿。</p>\n<p><img src=\"https://static.tigerbbs.com/9c4c2811872a77b232a14811ac4d5f98\" tg-width=\"286\" tg-height=\"212\" referrerpolicy=\"no-referrer\"></p>\n<p>现在吃完了腾讯的瓜，那么问题来了，你会选择现在买入腾讯控股吗？</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124779247","content_text":"你会选择现在买入腾讯控股吗？\n大家好，我是格隆汇社区小管家，带你边吃瓜，边掌握市场最新动向：\n5月20日下午，腾讯发布2021年第一季度财报，意图在情人节给股东一个惊喜。点开财报链接时，本韭的双颊是通红的，心情是激动的！腾讯控股一季度表现并未令人失望！\n根据财报显示，2021年第一季度，腾讯控股营收达1353亿港币，同比增长25%；净利润也达490亿港币，同比增长65%。\n\n图：腾讯控股Q1利润表数据\n依然很赚钱的腾讯，仿佛印证了那句话：钱对于腾讯来说就是一堆数字了。\n看完财报之后，本韭昨晚吃饭是吃嘛嘛香，睡觉也睡嘛嘛棒。\n然而好心情只持续到今天开盘...\n\n崩了，崩了，情绪崩了！\n硬了，硬了，拳头硬了！\n开盘绿色，本韭知道要糟。果不其然，今日腾讯控股走势呈现低开低走，开盘600港币到了收盘，只剩下586港币了，今日跌幅3.28%。\n相信这时候，很多人都是懵逼的，就如这位格友@吃瓜群众文某：\n\n他对股市发出了来自灵魂拷问。\n机智如本韭，还是先搞清楚腾讯为何下跌吧！我们打开“热点解读”可以找到股价和业绩背离的原因。\n一、腾讯股价为何下跌\n问题出在净利润上：腾讯首季收入同比升25%至1353亿港币，较市场预期高1%，与该行预期一致，而经调整盈利为331亿，同比增长22%，就稍低于先前市场预期的28.3%。\n\n@小小一只牛引用了麦格理的研究，预计腾讯部分关联公司市占率稍显下降，预计第第二季净利润可能相对较弱，还有一点就是腾讯考虑加大投资，这些投资短期可能不会产出超额利润，可能使第二季净利润承压。\n\n图：格隆汇APP热股解读\n腾讯在季报中宣布，将通过投资“部分利润”来提高投资率，并会将今年非通用会计准则纯利预测削减9%，以反映其投资于SaaS产品的云、线上游戏及短视频三项额外的战略投资。\n换句话说，在额外战投之下，预计今年腾讯控股盈利增长率仅为19%。\n格友@风来了则从现金流的角度看问题。\n\n他指出：腾讯业绩看似爆表，实则经营活动现金流大幅减少。\n财报发出后，虽然各大行纷纷给予“买入评级”。\n\n图：格隆汇APP个股速递\n但仔细观察亦可发现，也有部分大行略微下调了腾讯控股的目标价。\n\n图：来自格隆汇APP个股速递\n二、腾讯表现究竟如何？\n业务方面，腾讯第一季度增值服务收入达724.43亿元，同比增长16%，其中游戏收入达436亿元，社交网络收入达288亿元；第一季度微信及 WeChat 合并月活跃账户数为12.41亿，同比增3.3%；QQ 移动终端月活跃账户数为6.06亿，同比降12.6%；\n网络广告业务收入达218.2亿元，同比增长23%；金融科技及企业服务收入达390.28亿元，同比增长47%。其他业务收入达20.12亿元。\n\n这份财报用一个字形容就是“稳”。金融科技和企业服务成长明显，成为本场最靓的仔，如此体量的公司该版块业务还能取得高速的增长，说明金融科技和企业服务已成为腾讯业务版图中的一个新的增长点。\n从格隆汇的股评区只言片语，还是能看出大家对此份财报比较满意。\n\n总体来看，各项业务增长都属正常，营业毛利总额增长19%，很好的数据，利润扣非22%也不错，费用增长34%偏高，考虑到腾讯去年扩招了大量的员工这个情理之中，这些突击扩招的人员很难在短期内创造出利润，人员扩张那是资本，一定能在未来的业务中给更多的回报。\n就如同格友@王子文在帖子所说：坚持做正确的事，长期对股东就是好事！\n腾讯会议、微信视频号、企业微信、小程序等在去年都扩展得很快，需要更多的人手来实现甚至云端资源都不是小数目，从更深的分析本次财报，市场还是相当乐观，之前认为不如预期，现在细看之后觉得在预期内，这份财报不输于往年扣非增速30%财报。\n\nb\n四月份以来，以阿里、美团等互联网巨头公司纷纷接受反垄断调查，而对于网络巨头腾讯来说，影响肯定是有的。\n目前除了面对字节跳动等竞争对手的指控，腾讯需面对的审查还有其音乐衍生产品方面，以及据说腾讯的金融科技部门，也即将被加强监管。\n近期港股科技股走出了连续两个多月的弱势侧面应证了投资者对于反垄断调查的担忧。腾讯发布财报后，股价不涨反跌，背后的原因或为当前科技股悲观氛围所致。\n目前腾讯股价自二月中的775港币一路下跌至如今586港币，下跌幅度超20%。\n\n撇开股价走势，腾讯在各方个面还是令人羡慕甚至向往的公司。\n比如随着一季报公布，腾讯也公布了人力薪酬，包括了年终奖的一季度薪酬包，平均下来人均月薪竟达到7.6万。见此，本韭不禁流下了打工人的泪水。\n\n有时候下跌也是一种机遇，让你可以稍稍觊觎一下平常价格高到不敢买的股票。\n\n比如@远山青 就认为现在是千载难逢的机会！腾讯PE已创下近十年新低，十年一遇的大机会，趁势抄底，小心错过拍大腿。\n\n现在吃完了腾讯的瓜，那么问题来了，你会选择现在买入腾讯控股吗？","news_type":1},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362658338,"gmtCreate":1614635222424,"gmtModify":1703479087333,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"反弹还是反转??","listText":"反弹还是反转??","text":"反弹还是反转??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/362658338","repostId":"1118801983","repostType":4,"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377477738,"gmtCreate":1619563581424,"gmtModify":1631889656332,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"打完给个甜枣?","listText":"打完给个甜枣?","text":"打完给个甜枣?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/377477738","repostId":"1173736648","repostType":4,"repost":{"id":"1173736648","pubTimestamp":1619535441,"share":"https://www.laohu8.com/m/news/1173736648?lang=&edition=full","pubTime":"2021-04-27 22:57","market":"hk","language":"zh","title":"美团反垄断罚款或超40亿，王兴的扩张会踩刹车吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1173736648","media":"野马财经","summary":"近来对反垄断监管愈来愈严，互联网领域成为重点关注对象。","content":"<p>文/冯伟康</p>\n<p>阿里、美团均被反垄断调查，下一个会是谁？</p>\n<p>4月26日，反垄断利剑再度出击，国家市场监管总局发布消息：近日，市场监管总局根据举报，依法对美团实施“二选一”等涉嫌垄断行为立案调查。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c0afb0581f02aeb999fb71eb5a8e54c2\" tg-width=\"550\" tg-height=\"190\"><span>▲来源：国家市场监督管理总局</span></p>\n<p>美团微信公众号亦发文进行回应，称“公司将积极配合监管部门调查，进一步提升业务合规管理水平，保障用户以及各方主体合法权益，促进行业长期健康发展，切实履行社会责任。”</p>\n<p><b>罚款或超四十亿</b></p>\n<p>近来对反垄断监管愈来愈严，互联网领域成为重点关注对象，前不久，监管部门召开对电商平台的行政指导会则释放了更加明显的信号。</p>\n<p>今年4月13日，市场监管总局会同中央网信办、税务总局召开了互联网平台企业行政指导会。会上提出要对强迫实施“二选一”、滥用市场支配地位、烧钱抢占“社区团购”市场、实施“大数据杀熟”、假冒伪劣、信息泄露及实施涉税违法行为等问题严肃整治。</p>\n<p>会议要求各平台针对相关问题在一个月内全面自检自查，逐项彻底整改。美团作为34家互联网平台企业代表之一参加了该会议。</p>\n<p><img src=\"https://static.tigerbbs.com/08d89c3aa0e1fc4e03073be15671fff1\" tg-width=\"550\" tg-height=\"574\" referrerpolicy=\"no-referrer\">▲来源：官网</p>\n<p>从中可以看出，美团或许踩中多条“红线”，在以往的舆论争议中，美团多次陷入“二选一”、“大数据杀熟”等质疑中。</p>\n<p>而就在4月14日，江苏省淮安市中级人民法院就美团不正当竞争行为作出判决：北京三快科技有限公司（美团）将向上海拉扎斯信息科技有限公司（饿了么）赔偿35.2万元。</p>\n<p>网经社电子商务研究中心特约研究员、北京云嘉律师事务所律师赵占领对野马财经（微信公号：ymcj8686）表示：“目前监管部门确定的一个月自查自纠期限尚未结束，市场监管总局即对美团进行反垄断调查，反映了国内对互联网行业的反垄断监管力度不仅没有放松，反而进一步趋严，因此除了美团之外，不排除还会有其他互联网巨头被反垄断调查的可能。”</p>\n<p>“二选一”已被法律法规明确定义为滥用市场支配地位、构成限定交易的行为。市场监管总局于4月10日对<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>实施“二选一”垄断行为作出行政处罚，责令其停止违法行为并处2019年销售额的4%即182.28亿元人民币的罚单。</p>\n<p><img src=\"https://static.tigerbbs.com/451db9c71e30e8817097914ac19356b4\" tg-width=\"550\" tg-height=\"151\" referrerpolicy=\"no-referrer\">▲来源：国家市场监督管理总局</p>\n<p>调查表明，阿里巴巴集团实施“二选一”行为，构成《反垄断法》第十七条第一款第（四）项禁止“没有正当理由，限定交易相对人只能与其进行交易”的滥用市场支配地位行为。</p>\n<p>以前车之鉴作为参考，可以从“美团是否在相关市场的市场份额达到二分之一”这方面来进行推定美团具有市场支配地位。据Trustdata数据显示，2020年一季度，美团外卖交易份额市场占比为67.3%。</p>\n<p>依据《反垄断法》，对实施滥用市场支配地位行为的经营者，应处以上一年度销售额百分之一以上百分之十以下的罚款。</p>\n<p>近日， 对阿里巴巴的罚款比例为4%，而对扬子江药业的罚款比例则为3%，如对美团处以同样的罚款比例，以2020年美团1148亿元的营业收入计算，美团罚款金额将在34.4亿元至45.9亿元，如处以10%的顶格处罚，罚款金额则会超过百亿元。</p>\n<p>对于反垄断调查对美团可能造成的影响等相关问题，野马财经（微信公号：ymcj8686）联系美团，截至发稿，对方未予以回应。</p>\n<p><b>美团被罚早有迹象</b></p>\n<p>在此次反垄断调查之前，美团已多次因“二选一”等违法行为被行政处罚。</p>\n<p>2021年2月，浙江省金华市中级人民法院作出判决：美团金华分公司实施的不正当竞争行为，损害了饿了么的合法权益，应当承担民事责任，并赔偿后者100万元经济损失。</p>\n<p>4月14日，江苏省淮安市中级人民法院就美团不正当竞争行为作出判决：美团将向饿了么赔偿35.2万元。</p>\n<p>而以往每年都会有相关处罚。</p>\n<p>2017年6月，因利用在当地占有量最大的优势地位，强迫商家签订“合作承诺书”，浙江金华市市场监督局就对美团做过处罚，合计罚款52.6万元。</p>\n<p>2018年5月，江苏省淮安市清江浦区市场监管局认定美团构成不正当竞争行为，罚款7万元。</p>\n<p>2019年3月，因涉嫌误导、欺骗，强迫用户修改、关闭、卸载其他经营者合法提供的网络产品或服务，四川省巴中市通江县市场监督管理局对美团外卖进行处罚，罚款25万元并责令停止违法行为。</p>\n<p>2020年4月，在疫情严重时期，线下餐饮受到较大影响，广东餐饮协会官微发布《广东餐饮行业致美团外卖联名交涉函》，指责美团涉嫌实施垄断定价，新开餐饮商户佣金最高达26%，令商家苦不堪言。</p>\n<p>此事一时间引爆舆论，美团陷入广泛质疑声中。</p>\n<p>2020年8月7日，天津市第二中级人民法院发布了一则裁定书，饿了么提出的诉讼请求包括“依法判令二被告立即停止不正当竞争行为，停止各种对商户采取的威逼手段，迫使其使用被告独家服务的行为”，直指美团让商家进行二选一。</p>\n<p>此外，2020年12月14日，一篇《我被美团外卖割了韭菜》令美团陷入“大数据杀熟”的质疑，文中称“使用美团外卖点餐同一家外卖，同一个配送位置，同一个下单时间点，会员配送费比非会员更高。”美团对此解释系软件定位缓存问题。</p>\n<p>不过，饿了么作为外卖双巨头之一，也未能独善其身。4月7日，浙江省温州市中级人民法院就饿了么温州分公司存在的不正当竞争行为，判决其赔偿美团经济损失8万元。</p>\n<p><b>反垄断会让美团的扩张踩刹车吗？</b></p>\n<p>美团创始人王兴曾称，“无限游戏是在和边界，也就和‘规则’玩，探索边界本身。”</p>\n<p>在王兴的带领下，美团的业务边界越来越宽广，积极进军出行、酒旅、社区团购等领域，覆盖了本地生活领域的方方面面。</p>\n<p>美团善于烧钱扩张新业务，而美团买菜、社区团购业务美团优选等新业务仍在投入期，近来经营亏损较大。</p>\n<p>2020年，美团营收1147.9亿元，同比增长17.7%，净利润为47.1亿元，同比增长110.5%，餐饮外卖收入为662.7亿元，占比为57.7%。</p>\n<p><img src=\"https://static.tigerbbs.com/5f6bae02b3c3435fc6cb66fb03068ed7\" tg-width=\"550\" tg-height=\"404\" referrerpolicy=\"no-referrer\">▲来源：美团<a href=\"https://laohu8.com/S/WB\">微博</a></p>\n<p>由于美团持续烧钱加码，去年美团新业务亏损达到109亿元，其中仅四季度新业务经营亏损就达到了60亿元，其中一半来自于美团优选，其他实现亏损的业务还有美团打车、美团买菜等。</p>\n<p><img src=\"https://static.tigerbbs.com/facb0a3ea53792ce921cb90b54b642f3\" tg-width=\"550\" tg-height=\"137\" referrerpolicy=\"no-referrer\">▲来源：美团财报</p>\n<p>王兴称，“社区团购是5年一遇甚至10年一遇的机会。”有报道称，美团优选在部分地区的市场份额已经达到第一。另据《<a href=\"https://laohu8.com/S/KRKR\">36氪</a>》报道称，美团优选将2021年GMV锁定在2000亿元，并将冲击5000至6000万/天的单量。</p>\n<p>然而，反垄断调查的收紧可能给包括美团优选在内的新业务扩张带来阴影。</p>\n<p>2021年3月11日，市场监管总局官网公布了对美团优选不正当价格行为案行政处罚决定书。此前在3月3日，市场监管总局对美团优选不正当价格行为案作出行政处罚决定。</p>\n<p>处罚决定书中列举了美团优选存在以排挤竞争对手为目的，低于成本销售商品，以及利用虚假的或者使人误解的价格手段，诱骗消费者或者其他经营者与其进行交易的行为。</p>\n<p>因此，市场监管总局对美团优选要求责令整改，并对相关违法行为合并罚款150万元。</p>\n<p>截至2020年12月31日，美团账上现金及现金等价物为171亿元，此次反垄断调查如果进行罚款，或许会对美团对新业务的投入扩张造成一定影响。</p>\n<p>此外，4月19日，美团称将发行2027年及2028年到期的零息可转债券，预计所得款项净额共计29.7亿美元，同时美团还将配售1.87亿股融资约66亿美元，两项举措将为美团筹资95.7亿美元，约合620亿元人民币。</p>\n<p>美团表示，该募集资金将用于科技创新，加大在无人车、无人机配送等领域前沿技术的投入，以及一般企业用途。</p>\n<p>显然，美团想继续迈大脚步进行投入扩张，而反垄断调查或将踩一脚刹车。</p>","source":"lsy1589532854679","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>美团反垄断罚款或超40亿，王兴的扩张会踩刹车吗？</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美团反垄断罚款或超40亿，王兴的扩张会踩刹车吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 22:57 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.sina.com.cn/tech/csj/2021-04-27/doc-ikmxzfmk9325638.shtml><strong>野马财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文/冯伟康\n阿里、美团均被反垄断调查，下一个会是谁？\n4月26日，反垄断利剑再度出击，国家市场监管总局发布消息：近日，市场监管总局根据举报，依法对美团实施“二选一”等涉嫌垄断行为立案调查。\n▲来源：国家市场监督管理总局\n美团微信公众号亦发文进行回应，称“公司将积极配合监管部门调查，进一步提升业务合规管理水平，保障用户以及各方主体合法权益，促进行业长期健康发展，切实履行社会责任。”\n罚款或超四十亿\n...</p>\n\n<a href=\"http://finance.sina.com.cn/tech/csj/2021-04-27/doc-ikmxzfmk9325638.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1ecc4bbd5891766668fa3a3115e4fbcb","relate_stocks":{"03690":"美团-W"},"source_url":"http://finance.sina.com.cn/tech/csj/2021-04-27/doc-ikmxzfmk9325638.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173736648","content_text":"文/冯伟康\n阿里、美团均被反垄断调查，下一个会是谁？\n4月26日，反垄断利剑再度出击，国家市场监管总局发布消息：近日，市场监管总局根据举报，依法对美团实施“二选一”等涉嫌垄断行为立案调查。\n▲来源：国家市场监督管理总局\n美团微信公众号亦发文进行回应，称“公司将积极配合监管部门调查，进一步提升业务合规管理水平，保障用户以及各方主体合法权益，促进行业长期健康发展，切实履行社会责任。”\n罚款或超四十亿\n近来对反垄断监管愈来愈严，互联网领域成为重点关注对象，前不久，监管部门召开对电商平台的行政指导会则释放了更加明显的信号。\n今年4月13日，市场监管总局会同中央网信办、税务总局召开了互联网平台企业行政指导会。会上提出要对强迫实施“二选一”、滥用市场支配地位、烧钱抢占“社区团购”市场、实施“大数据杀熟”、假冒伪劣、信息泄露及实施涉税违法行为等问题严肃整治。\n会议要求各平台针对相关问题在一个月内全面自检自查，逐项彻底整改。美团作为34家互联网平台企业代表之一参加了该会议。\n▲来源：官网\n从中可以看出，美团或许踩中多条“红线”，在以往的舆论争议中，美团多次陷入“二选一”、“大数据杀熟”等质疑中。\n而就在4月14日，江苏省淮安市中级人民法院就美团不正当竞争行为作出判决：北京三快科技有限公司（美团）将向上海拉扎斯信息科技有限公司（饿了么）赔偿35.2万元。\n网经社电子商务研究中心特约研究员、北京云嘉律师事务所律师赵占领对野马财经（微信公号：ymcj8686）表示：“目前监管部门确定的一个月自查自纠期限尚未结束，市场监管总局即对美团进行反垄断调查，反映了国内对互联网行业的反垄断监管力度不仅没有放松，反而进一步趋严，因此除了美团之外，不排除还会有其他互联网巨头被反垄断调查的可能。”\n“二选一”已被法律法规明确定义为滥用市场支配地位、构成限定交易的行为。市场监管总局于4月10日对阿里巴巴实施“二选一”垄断行为作出行政处罚，责令其停止违法行为并处2019年销售额的4%即182.28亿元人民币的罚单。\n▲来源：国家市场监督管理总局\n调查表明，阿里巴巴集团实施“二选一”行为，构成《反垄断法》第十七条第一款第（四）项禁止“没有正当理由，限定交易相对人只能与其进行交易”的滥用市场支配地位行为。\n以前车之鉴作为参考，可以从“美团是否在相关市场的市场份额达到二分之一”这方面来进行推定美团具有市场支配地位。据Trustdata数据显示，2020年一季度，美团外卖交易份额市场占比为67.3%。\n依据《反垄断法》，对实施滥用市场支配地位行为的经营者，应处以上一年度销售额百分之一以上百分之十以下的罚款。\n近日， 对阿里巴巴的罚款比例为4%，而对扬子江药业的罚款比例则为3%，如对美团处以同样的罚款比例，以2020年美团1148亿元的营业收入计算，美团罚款金额将在34.4亿元至45.9亿元，如处以10%的顶格处罚，罚款金额则会超过百亿元。\n对于反垄断调查对美团可能造成的影响等相关问题，野马财经（微信公号：ymcj8686）联系美团，截至发稿，对方未予以回应。\n美团被罚早有迹象\n在此次反垄断调查之前，美团已多次因“二选一”等违法行为被行政处罚。\n2021年2月，浙江省金华市中级人民法院作出判决：美团金华分公司实施的不正当竞争行为，损害了饿了么的合法权益，应当承担民事责任，并赔偿后者100万元经济损失。\n4月14日，江苏省淮安市中级人民法院就美团不正当竞争行为作出判决：美团将向饿了么赔偿35.2万元。\n而以往每年都会有相关处罚。\n2017年6月，因利用在当地占有量最大的优势地位，强迫商家签订“合作承诺书”，浙江金华市市场监督局就对美团做过处罚，合计罚款52.6万元。\n2018年5月，江苏省淮安市清江浦区市场监管局认定美团构成不正当竞争行为，罚款7万元。\n2019年3月，因涉嫌误导、欺骗，强迫用户修改、关闭、卸载其他经营者合法提供的网络产品或服务，四川省巴中市通江县市场监督管理局对美团外卖进行处罚，罚款25万元并责令停止违法行为。\n2020年4月，在疫情严重时期，线下餐饮受到较大影响，广东餐饮协会官微发布《广东餐饮行业致美团外卖联名交涉函》，指责美团涉嫌实施垄断定价，新开餐饮商户佣金最高达26%，令商家苦不堪言。\n此事一时间引爆舆论，美团陷入广泛质疑声中。\n2020年8月7日，天津市第二中级人民法院发布了一则裁定书，饿了么提出的诉讼请求包括“依法判令二被告立即停止不正当竞争行为，停止各种对商户采取的威逼手段，迫使其使用被告独家服务的行为”，直指美团让商家进行二选一。\n此外，2020年12月14日，一篇《我被美团外卖割了韭菜》令美团陷入“大数据杀熟”的质疑，文中称“使用美团外卖点餐同一家外卖，同一个配送位置，同一个下单时间点，会员配送费比非会员更高。”美团对此解释系软件定位缓存问题。\n不过，饿了么作为外卖双巨头之一，也未能独善其身。4月7日，浙江省温州市中级人民法院就饿了么温州分公司存在的不正当竞争行为，判决其赔偿美团经济损失8万元。\n反垄断会让美团的扩张踩刹车吗？\n美团创始人王兴曾称，“无限游戏是在和边界，也就和‘规则’玩，探索边界本身。”\n在王兴的带领下，美团的业务边界越来越宽广，积极进军出行、酒旅、社区团购等领域，覆盖了本地生活领域的方方面面。\n美团善于烧钱扩张新业务，而美团买菜、社区团购业务美团优选等新业务仍在投入期，近来经营亏损较大。\n2020年，美团营收1147.9亿元，同比增长17.7%，净利润为47.1亿元，同比增长110.5%，餐饮外卖收入为662.7亿元，占比为57.7%。\n▲来源：美团微博\n由于美团持续烧钱加码，去年美团新业务亏损达到109亿元，其中仅四季度新业务经营亏损就达到了60亿元，其中一半来自于美团优选，其他实现亏损的业务还有美团打车、美团买菜等。\n▲来源：美团财报\n王兴称，“社区团购是5年一遇甚至10年一遇的机会。”有报道称，美团优选在部分地区的市场份额已经达到第一。另据《36氪》报道称，美团优选将2021年GMV锁定在2000亿元，并将冲击5000至6000万/天的单量。\n然而，反垄断调查的收紧可能给包括美团优选在内的新业务扩张带来阴影。\n2021年3月11日，市场监管总局官网公布了对美团优选不正当价格行为案行政处罚决定书。此前在3月3日，市场监管总局对美团优选不正当价格行为案作出行政处罚决定。\n处罚决定书中列举了美团优选存在以排挤竞争对手为目的，低于成本销售商品，以及利用虚假的或者使人误解的价格手段，诱骗消费者或者其他经营者与其进行交易的行为。\n因此，市场监管总局对美团优选要求责令整改，并对相关违法行为合并罚款150万元。\n截至2020年12月31日，美团账上现金及现金等价物为171亿元，此次反垄断调查如果进行罚款，或许会对美团对新业务的投入扩张造成一定影响。\n此外，4月19日，美团称将发行2027年及2028年到期的零息可转债券，预计所得款项净额共计29.7亿美元，同时美团还将配售1.87亿股融资约66亿美元，两项举措将为美团筹资95.7亿美元，约合620亿元人民币。\n美团表示，该募集资金将用于科技创新，加大在无人车、无人机配送等领域前沿技术的投入，以及一般企业用途。\n显然，美团想继续迈大脚步进行投入扩张，而反垄断调查或将踩一脚刹车。","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384775676,"gmtCreate":1613695768395,"gmtModify":1631889656343,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"不见得","listText":"不见得","text":"不见得","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/384775676","repostId":"1142607201","repostType":4,"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381770883,"gmtCreate":1612996054242,"gmtModify":1703768122657,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"作者辛苦了。[强]&nbsp;","listText":"作者辛苦了。[强]&nbsp;","text":"作者辛苦了。[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/381770883","repostId":"1146258052","repostType":4,"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381749827,"gmtCreate":1612994737969,"gmtModify":1703768109359,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"请教一下怎么买?","listText":"请教一下怎么买?","text":"请教一下怎么买?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/381749827","repostId":"1155871445","repostType":4,"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":897681327,"gmtCreate":1628912405269,"gmtModify":1631889656370,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"历史不就是人人打扮的小姑娘 --某专家曾经如是说。读者是受过批判性思维教育的就好了。懂得理性思考，懂得客观评论，才是民族之福。","listText":"历史不就是人人打扮的小姑娘 --某专家曾经如是说。读者是受过批判性思维教育的就好了。懂得理性思考，懂得客观评论，才是民族之福。","text":"历史不就是人人打扮的小姑娘 --某专家曾经如是说。读者是受过批判性思维教育的就好了。懂得理性思考，懂得客观评论，才是民族之福。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897681327","repostId":"1146996872","repostType":4,"isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":134471671,"gmtCreate":1622256361193,"gmtModify":1631889656351,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"大了问题就来了","listText":"大了问题就来了","text":"大了问题就来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/134471671","repostId":"1188674499","repostType":4,"repost":{"id":"1188674499","pubTimestamp":1622254990,"share":"https://www.laohu8.com/m/news/1188674499?lang=&edition=full","pubTime":"2021-05-29 10:23","market":"hk","language":"zh","title":"互联网用户增长见顶？王兴：我不认输","url":"https://stock-news.laohu8.com/highlight/detail?id=1188674499","media":"36氪","summary":"在主流互联网巨头进入新的投入期后，我们需要一分为二的看待美团这份一季报。\n\n\"增收不增利\"的确成了2021年互联网巨头财报的主旋律，前有阿里，后有京东、拼多多，当然美团也没逃过。\n5月28日港股盘后，","content":"<blockquote>\n 在主流互联网巨头进入新的投入期后，我们需要一分为二的看待美团这份一季报。\n</blockquote>\n<p>\"增收不增利\"的确成了2021年互联网巨头财报的主旋律，前有阿里，后有<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>，当然美团也没逃过。</p>\n<p>5月28日港股盘后，美团发布2021年一季度财报，营收同比大增120.9%至370亿元同时，Non-GAAP下经调整净亏损也达到了38.92亿元，双双超出分析师预期。</p>\n<p>考虑市场对于美团加码社区团购的亏损忍受度，美团本季度的财务表现是相当惊艳的，无论是餐饮外卖还是到店酒旅业务都在Q1强势反弹。更让人惊喜的是，美团单季度实现近5900万的活跃用户新增，<b>让其一举成为中国单季度用户增量最大的互联网平台</b>，超过了拼多多、阿里和京东同期的3500万、3200万以及2800万的新增用户数。</p>\n<p>其中，社区团购带来的下沉用户功不可没，<b>王兴在财报会上表示，5900万中有一半是社区团购贡献，另一半则由买菜、闪购、单车等新业务以及外卖贡献。</b></p>\n<p>但市场对此的表现较为冷淡。过去两个交易日美团股价跌幅均近3%，考虑拼多多此前超预期财报表现下，股价次日收盘仍大跌近6%，下周一开盘，美团股价表现或许仍不乐观。</p>\n<p><img src=\"https://static.tigerbbs.com/37989348715e83aa7a0db86505571490\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>美团股价表现</p>\n<p>但还是如我们之前强调的，在主流互联网巨头进入新的投入期后，我们需要一分为二的看待美团这份一季报。在主营业务上，美团似乎没有受到反垄断的波动影响，尤其是餐饮外卖业务在一季度市占率继续提高，而正因为有了这份底气，才让美团可以大胆得投入到社区团购的烧钱大战中。</p>\n<p><b>不能再稳的主营业务</b></p>\n<p>能实现同比120%的营收增长，美团的餐饮外卖和到店酒旅业务都功不可没。</p>\n<p>一季度美团餐饮外卖业GTV同比增长99.6%至人民币1427亿元，营收205.75亿人民币，同比大增116.8%，同期，饿了么+口碑（含餐饮、非餐外卖以及到店业务）整体的收入只有72亿，从收入占比角度看，美团外卖的市占率进一步巩固。</p>\n<p>在去年因为疫情跌入谷底后，餐饮外卖业务在本季度强势反弹，尤其在单量层面，同比增长达到了110%，达到了29亿单，相当于每天送出超3200万单。不过因为去年疫情高客单订单比重较大，本季度美团外卖的客单价同比下滑5.5%。</p>\n<p>外卖收入超出预期，得益于本季度的外卖变现率的改善，同比提升近1%至14.4%，由此带来的经营溢利也达到了11亿元，去年同期则为亏损0.7亿，经营利润率则由-0.7%升至5.4%。在去年因疫情原因，给予交易用户补贴及品牌商户入驻扣点优惠后，本季度美团在用户和商家补贴上均有所减弱。</p>\n<p>订单体量的持续加大，外加变现率拉升超预期，也带来了本季度单笔外卖利润的提升，0.38元/单的利润成为了仅次于去年Q2的利润表现，成为了历史第二高。</p>\n<p>此前外界一直质疑美团高佣金抽成，但通过财务数据我们发现，从2019年-2021年，美团餐饮外卖各个季度的佣金率变化并不大，而且在2020年还有下降之势，反之，美团一直在试图通过提升广告商户的占比来提升外卖的毛利率。</p>\n<p><img src=\"https://static.tigerbbs.com/40eba4ede2e50d1ea5df99abaf527ebc\" tg-width=\"1742\" tg-height=\"632\" referrerpolicy=\"no-referrer\"></p>\n<p>美团餐饮外卖业务佣金率和广告变现率表现 &nbsp; &nbsp;来源：<a href=\"https://laohu8.com/S/600030\">中信证券</a></p>\n<p>从去年开始，受疫情影响，美团就已经在发力以往并不亲睐外卖业务、但在消费着心中有着极高地位的大KA商家。在实行新的费率改革后，预期美团未来佣金率提升的空间并不明显，而通过<b>优化规模不经济的远距离低客单订单，转而把握品牌餐饮的高客单和高广告预算，将成为接下来美团业务的重点。</b></p>\n<p>到店酒旅的业务表现同样惊艳。一季度实现收入65.8亿，同比提升112.7%，经营溢利更是达到27.8亿，净利润率近42%，与去年四季度旺季的28亿相差无几。尽管就地过年一定程度上影响了酒店业务的发挥，但财报显示在一季度美团高端酒店夜间订单量依然突破一亿门槛。</p>\n<p>近66亿的到店酒旅收入中，佣金和在线营销收入占比各一半，其中佣金收入同比暴增172%，就地过年带来的积极效应明显。此外，到店广告（到店综合、到店餐饮等）收入增长也达到了76%，两年收入的复合增长则超过30%。</p>\n<p><img src=\"https://static.tigerbbs.com/e337a1105736fa65d58b7cf8f58e1a5e\" tg-width=\"1768\" tg-height=\"1126\" referrerpolicy=\"no-referrer\"></p>\n<p>美团各业务类型收入表现</p>\n<p><b>新业务成效明显</b></p>\n<p>80亿亏损，81.6%的亏损率，这就是本季度美团在新业务上交出的答卷。尽管亏损超出预期，但社区团购等新业务给美团带来的积极效应正在展现。</p>\n<p>尤其是在新增活跃用户数上，单季度净增近5900万就是例证。本季度美团在销售和营销上的开支是72.06亿，同比飙涨125%，折算下来，单个用户的获客成本在122元左右，相对比拼多多一季度的获客成本则超过了181元。</p>\n<p>与多多买菜采取平台模式一样，美团优选的收入同样来自于交易佣金。</p>\n<p><a href=\"https://laohu8.com/S/KRKR\">36氪</a>采访多个美团优选的供应商和一线调研机构得出结论，美团优选的佣金大约10%，目前美团优选后台采取竞价供货，供货商普遍按照15%-17%加价率供货给平台。比如某个单品的供货价是100，但美团优选的零售价会在115-117，理论上美团优选有15%左右的佣金率，但因为补贴等因素，目前整体佣金大概在10%左右。</p>\n<p><b>另据36氪从知情人士处获悉，一季度美团优选的日均单量大约1800-2000万，件均格7元左右，对应的GMV大约是120亿，按照10%的佣金率，对应12亿营收。</b>也就是说一季度近100亿的营收中，其实美团优选贡献的收入并不多，而据财报披露，新业务一季度总的佣金收入为18.2亿。</p>\n<p><img src=\"https://static.tigerbbs.com/daeb9c9f0f9a9256ee78a464a514ab85\" tg-width=\"1690\" tg-height=\"774\" referrerpolicy=\"no-referrer\"></p>\n<p>美团各类型收入细分</p>\n<p>此前，36氪曾报道了各家社区团购平台的2021年的GMV目标，但目前进展均不顺利。按照美团优选2000亿的GMV目标，如果保持7块客单价不变，其在四季度的单量要冲刺到7000万单左右才有可能实现，而36氪从相关知情人士处得知，目前美团优选的单量也只能维持在2500万单上下，多多买菜则达不到2500万单。</p>\n<p>为了冲刺GMV，多多买菜在近期推出了类似于美菜的新业务，为小B商家提供大规格、高客单的商品，供应链则主要来自于拼多多主站，这被视为急功近利的做法，而其消极影响也在展现。据了解在广东部分地区，因为大规格、超重产品比例过多，网格仓爆仓现象严重，并出现了履约问题，不过目前美团优选尚没有推出类似的举措。</p>\n<p>在财报会上，美团CEO王兴透露，5900万的新增活跃用户中，有<b>一半是社区团购贡献的，而美团优选的目标则是</b>在未来几年为美团带来3-4亿新增用户。</p>\n<p>按照本季度5900万的新增用户看，这一目标似乎不难实现，但考虑补贴过来的用户使用粘性，这个背后考验的不仅仅是钱的问题，对供应链的把控，组织管理的要求都相当重要。据36氪了解，在部分社区团购巨头内部，从外部挖来的“兴盛、十荟团帮”和公司内部团队，已经在管理上出现风格差异，导致业务摩擦越来越重。</p>\n<p>总结下来，美团能在本季度实现营收大爆发，八个字“败也疫情，成也疫情”，但新业务的亏损也的确超过预期。综合反垄断的处罚结果还没落地以及社保阴云，短期内美团股价或许仍将承压，但从长期逻辑看，如果美团拿下社区团购一战，其护城河或许将很难被攻破。</p>","source":"36k","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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互联网用户增长见顶？王兴：我不认输\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-29 10:23 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1243932154301448><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在主流互联网巨头进入新的投入期后，我们需要一分为二的看待美团这份一季报。\n\n\"增收不增利\"的确成了2021年互联网巨头财报的主旋律，前有阿里，后有京东、拼多多，当然美团也没逃过。\n5月28日港股盘后，美团发布2021年一季度财报，营收同比大增120.9%至370亿元同时，Non-GAAP下经调整净亏损也达到了38.92亿元，双双超出分析师预期。\n考虑市场对于美团加码社区团购的亏损忍受度，美团本季度...</p>\n\n<a href=\"https://36kr.com/p/1243932154301448\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0f3a05733d20d0d816a643f8d41697d2","relate_stocks":{"160636":"互联网","161025":"移动互联","QNETCN":"纳斯达克中美互联网老虎指数","03690":"美团-W"},"source_url":"https://36kr.com/p/1243932154301448","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188674499","content_text":"在主流互联网巨头进入新的投入期后，我们需要一分为二的看待美团这份一季报。\n\n\"增收不增利\"的确成了2021年互联网巨头财报的主旋律，前有阿里，后有京东、拼多多，当然美团也没逃过。\n5月28日港股盘后，美团发布2021年一季度财报，营收同比大增120.9%至370亿元同时，Non-GAAP下经调整净亏损也达到了38.92亿元，双双超出分析师预期。\n考虑市场对于美团加码社区团购的亏损忍受度，美团本季度的财务表现是相当惊艳的，无论是餐饮外卖还是到店酒旅业务都在Q1强势反弹。更让人惊喜的是，美团单季度实现近5900万的活跃用户新增，让其一举成为中国单季度用户增量最大的互联网平台，超过了拼多多、阿里和京东同期的3500万、3200万以及2800万的新增用户数。\n其中，社区团购带来的下沉用户功不可没，王兴在财报会上表示，5900万中有一半是社区团购贡献，另一半则由买菜、闪购、单车等新业务以及外卖贡献。\n但市场对此的表现较为冷淡。过去两个交易日美团股价跌幅均近3%，考虑拼多多此前超预期财报表现下，股价次日收盘仍大跌近6%，下周一开盘，美团股价表现或许仍不乐观。\n\n美团股价表现\n但还是如我们之前强调的，在主流互联网巨头进入新的投入期后，我们需要一分为二的看待美团这份一季报。在主营业务上，美团似乎没有受到反垄断的波动影响，尤其是餐饮外卖业务在一季度市占率继续提高，而正因为有了这份底气，才让美团可以大胆得投入到社区团购的烧钱大战中。\n不能再稳的主营业务\n能实现同比120%的营收增长，美团的餐饮外卖和到店酒旅业务都功不可没。\n一季度美团餐饮外卖业GTV同比增长99.6%至人民币1427亿元，营收205.75亿人民币，同比大增116.8%，同期，饿了么+口碑（含餐饮、非餐外卖以及到店业务）整体的收入只有72亿，从收入占比角度看，美团外卖的市占率进一步巩固。\n在去年因为疫情跌入谷底后，餐饮外卖业务在本季度强势反弹，尤其在单量层面，同比增长达到了110%，达到了29亿单，相当于每天送出超3200万单。不过因为去年疫情高客单订单比重较大，本季度美团外卖的客单价同比下滑5.5%。\n外卖收入超出预期，得益于本季度的外卖变现率的改善，同比提升近1%至14.4%，由此带来的经营溢利也达到了11亿元，去年同期则为亏损0.7亿，经营利润率则由-0.7%升至5.4%。在去年因疫情原因，给予交易用户补贴及品牌商户入驻扣点优惠后，本季度美团在用户和商家补贴上均有所减弱。\n订单体量的持续加大，外加变现率拉升超预期，也带来了本季度单笔外卖利润的提升，0.38元/单的利润成为了仅次于去年Q2的利润表现，成为了历史第二高。\n此前外界一直质疑美团高佣金抽成，但通过财务数据我们发现，从2019年-2021年，美团餐饮外卖各个季度的佣金率变化并不大，而且在2020年还有下降之势，反之，美团一直在试图通过提升广告商户的占比来提升外卖的毛利率。\n\n美团餐饮外卖业务佣金率和广告变现率表现    来源：中信证券\n从去年开始，受疫情影响，美团就已经在发力以往并不亲睐外卖业务、但在消费着心中有着极高地位的大KA商家。在实行新的费率改革后，预期美团未来佣金率提升的空间并不明显，而通过优化规模不经济的远距离低客单订单，转而把握品牌餐饮的高客单和高广告预算，将成为接下来美团业务的重点。\n到店酒旅的业务表现同样惊艳。一季度实现收入65.8亿，同比提升112.7%，经营溢利更是达到27.8亿，净利润率近42%，与去年四季度旺季的28亿相差无几。尽管就地过年一定程度上影响了酒店业务的发挥，但财报显示在一季度美团高端酒店夜间订单量依然突破一亿门槛。\n近66亿的到店酒旅收入中，佣金和在线营销收入占比各一半，其中佣金收入同比暴增172%，就地过年带来的积极效应明显。此外，到店广告（到店综合、到店餐饮等）收入增长也达到了76%，两年收入的复合增长则超过30%。\n\n美团各业务类型收入表现\n新业务成效明显\n80亿亏损，81.6%的亏损率，这就是本季度美团在新业务上交出的答卷。尽管亏损超出预期，但社区团购等新业务给美团带来的积极效应正在展现。\n尤其是在新增活跃用户数上，单季度净增近5900万就是例证。本季度美团在销售和营销上的开支是72.06亿，同比飙涨125%，折算下来，单个用户的获客成本在122元左右，相对比拼多多一季度的获客成本则超过了181元。\n与多多买菜采取平台模式一样，美团优选的收入同样来自于交易佣金。\n36氪采访多个美团优选的供应商和一线调研机构得出结论，美团优选的佣金大约10%，目前美团优选后台采取竞价供货，供货商普遍按照15%-17%加价率供货给平台。比如某个单品的供货价是100，但美团优选的零售价会在115-117，理论上美团优选有15%左右的佣金率，但因为补贴等因素，目前整体佣金大概在10%左右。\n另据36氪从知情人士处获悉，一季度美团优选的日均单量大约1800-2000万，件均格7元左右，对应的GMV大约是120亿，按照10%的佣金率，对应12亿营收。也就是说一季度近100亿的营收中，其实美团优选贡献的收入并不多，而据财报披露，新业务一季度总的佣金收入为18.2亿。\n\n美团各类型收入细分\n此前，36氪曾报道了各家社区团购平台的2021年的GMV目标，但目前进展均不顺利。按照美团优选2000亿的GMV目标，如果保持7块客单价不变，其在四季度的单量要冲刺到7000万单左右才有可能实现，而36氪从相关知情人士处得知，目前美团优选的单量也只能维持在2500万单上下，多多买菜则达不到2500万单。\n为了冲刺GMV，多多买菜在近期推出了类似于美菜的新业务，为小B商家提供大规格、高客单的商品，供应链则主要来自于拼多多主站，这被视为急功近利的做法，而其消极影响也在展现。据了解在广东部分地区，因为大规格、超重产品比例过多，网格仓爆仓现象严重，并出现了履约问题，不过目前美团优选尚没有推出类似的举措。\n在财报会上，美团CEO王兴透露，5900万的新增活跃用户中，有一半是社区团购贡献的，而美团优选的目标则是在未来几年为美团带来3-4亿新增用户。\n按照本季度5900万的新增用户看，这一目标似乎不难实现，但考虑补贴过来的用户使用粘性，这个背后考验的不仅仅是钱的问题，对供应链的把控，组织管理的要求都相当重要。据36氪了解，在部分社区团购巨头内部，从外部挖来的“兴盛、十荟团帮”和公司内部团队，已经在管理上出现风格差异，导致业务摩擦越来越重。\n总结下来，美团能在本季度实现营收大爆发，八个字“败也疫情，成也疫情”，但新业务的亏损也的确超过预期。综合反垄断的处罚结果还没落地以及社保阴云，短期内美团股价或许仍将承压，但从长期逻辑看，如果美团拿下社区团购一战，其护城河或许将很难被攻破。","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358961473,"gmtCreate":1616651886192,"gmtModify":1631889656357,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"蹭热度必败","listText":"蹭热度必败","text":"蹭热度必败","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/358961473","repostId":"1149689147","repostType":4,"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":386658665,"gmtCreate":1613176665257,"gmtModify":1631889656362,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"桥水100多亿?这么小了??","listText":"桥水100多亿?这么小了??","text":"桥水100多亿?这么小了??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/386658665","repostId":"1126503989","repostType":4,"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":139329785,"gmtCreate":1621593969147,"gmtModify":1631889656371,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"牛人","listText":"牛人","text":"牛人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/139329785","repostId":"1194000565","repostType":4,"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":102915313,"gmtCreate":1620173208932,"gmtModify":1631889656373,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"搅局娘们","listText":"搅局娘们","text":"搅局娘们","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/102915313","repostId":"1157859385","repostType":4,"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375865121,"gmtCreate":1619323974363,"gmtModify":1634274226113,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"不忘初心","listText":"不忘初心","text":"不忘初心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/375865121","repostId":"1180924199","repostType":4,"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"v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08:00","market":"us","language":"zh","title":"TikTok计划推出新功能，开拓美国电子商务市场","url":"https://stock-news.laohu8.com/highlight/detail?id=2109700161","media":"界面新闻","summary":"英国《金融时报》报道称，看过TikTok今年新功能计划的知情人士称，TikTok正计划大举进军美国电子商务市场。\n根据该报道，新功能将包括允许TikTok最受欢迎的用户分享产品链接，并自动赚取销售佣金。TikTok还将推出“直播”购物功能。TikTok拒绝对该报道发表评论。","content":"<div>\n<p>英国《金融时报》报道称，看过TikTok今年新功能计划的知情人士称，TikTok正计划大举进军美国电子商务市场。\n根据该报道，新功能将包括允许TikTok最受欢迎的用户分享产品链接，并自动赚取销售佣金。TikTok还将推出“直播”购物功能。TikTok拒绝对该报道发表评论。</p>\n\n<a href=\"https://tech.sina.cn/i/gj/2021-02-08/detail-ikftpnny5702325.d.html?vt=4\">Web Link</a>\n\n</div>\n","source":"sina_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TikTok计划推出新功能，开拓美国电子商务市场</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTikTok计划推出新功能，开拓美国电子商务市场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-08 08:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.sina.cn/i/gj/2021-02-08/detail-ikftpnny5702325.d.html?vt=4><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英国《金融时报》报道称，看过TikTok今年新功能计划的知情人士称，TikTok正计划大举进军美国电子商务市场。\n根据该报道，新功能将包括允许TikTok最受欢迎的用户分享产品链接，并自动赚取销售佣金。TikTok还将推出“直播”购物功能。TikTok拒绝对该报道发表评论。</p>\n\n<a href=\"https://tech.sina.cn/i/gj/2021-02-08/detail-ikftpnny5702325.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1fc59b3b325433f974f318ad9e214c9c","relate_stocks":{},"source_url":"https://tech.sina.cn/i/gj/2021-02-08/detail-ikftpnny5702325.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2109700161","content_text":"英国《金融时报》报道称，看过TikTok今年新功能计划的知情人士称，TikTok正计划大举进军美国电子商务市场。\n根据该报道，新功能将包括允许TikTok最受欢迎的用户分享产品链接，并自动赚取销售佣金。TikTok还将推出“直播”购物功能。TikTok拒绝对该报道发表评论。","news_type":1},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":891068956,"gmtCreate":1628308420775,"gmtModify":1631889656421,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"都是坑啊","listText":"都是坑啊","text":"都是坑啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891068956","repostId":"1143051031","repostType":2,"repost":{"id":"1143051031","pubTimestamp":1628296437,"share":"https://www.laohu8.com/m/news/1143051031?lang=&edition=full","pubTime":"2021-08-07 08:33","market":"us","language":"en","title":"3 EV Stocks to Sell Before You Lose Everything","url":"https://stock-news.laohu8.com/highlight/detail?id=1143051031","media":"investorplace","summary":"As longtime readers know, I’m a huge electric vehicle (EV) stock bull. I’m 100% confident that elect","content":"<p>As longtime readers know, I’m a&nbsp;<b><i>huge electric vehicle (EV) stock bull</i></b>. I’m 100% confident that electric vehicles will entirely replace gas-powered by cars by 2040, thanks to improving EV technology, falling battery costs, shifting consumer demand to eco-friendly products, and increasing supply of EVs. At this point, the EV Revolution is inevitable, and EV stocks will surge as a result.</p>\n<p>But… even as a huge electric vehicle bull… I acknowledge that most of the EV startups in the market today will go&nbsp;<b><u>bankrupt</u></b>.</p>\n<p>Yep. You heard that right. I’m one of the biggest EV bulls in the world, and at the same time, I think that most EV stocks in the market today are worthless.</p>\n<p>In fact, I don’t think that – I&nbsp;<b><i>know</i></b>&nbsp;that.</p>\n<p>Why the confidence?</p>\n<p><b>Because history repeats itself</b>.</p>\n<p>Let’s rewind back to the dawn of the gas-powered car.</p>\n<p>Bicycle mechanics J. Frank and Charles Duryea of Springfield, Massachusetts designed the first successful American gasoline automobile in 1893. Six years later, in 1899, 30 American manufacturers collectively produced 2,500 gas-powered cars.</p>\n<p><i>And that was just the beginning.</i></p>\n<p>Over the next decade, some&nbsp;<b>485 companies</b>&nbsp;entered the automobile manufacturing business, all hoping to strike it rich as the gas-powered car redefined the world of transportation. It was a “gas-powered car boom” – much like the “electric vehicle boom” of today.</p>\n<p>We all know what happened next…</p>\n<p>The gas-powered car did go on to redefine the world. Today, around 70 million new passenger cars are sold every single year.</p>\n<p>But almost&nbsp;<b><i>none</i></b>&nbsp;of those 485 companies that popped up back in the early 1900s turned into a success story.</p>\n<p>Less than 50 of them were still in operation by 1930 – and just three of them accounted for 80% of the market.</p>\n<p>In other words, even though gas-powered cars did take over the world, 9 out of every 10 gas-powered companies that emerged at the dawn of the gas-powered car didn’t even survive to see those cars take over the world – and less than 1-in-100 turned into auto industry titans.</p>\n<p>The EV Revolution will play out similarly.</p>\n<p>Which EV Stocks Should You Sell?</p>\n<p>Today, there are hundreds upon hundreds of electric vehicle companies in the world, all of them hoping to strike it rich as the electric vehicle redefines the transportation world.</p>\n<p>The second part<b><i>will happen</i></b>. EVs will take over the world over the next twenty years, just as gas-powered cars took over the world in the early 1900s.</p>\n<p>But, also similar to what happened in the gas-powered car boom, the EV boom of the 2020s and 2030s will comprise a few top players differentiating themselves from the pack in terms of some major value-add, whether it be cost, design, performance, or branding. Those top players will attract all the consumer demand, reap all the rewards of the EV Revolution, and squeeze out the other 90% of companies in the industry.</p>\n<p>So, when I look at the EV landscape today, I see a<b><i>graveyard with a few shining stars</i></b>.</p>\n<p>The key to striking gold in the EV Revolution, then, is to find those shining stars… and avoid the companies doomed for what will soon be a crowded EV graveyard.</p>\n<p>That’s why I want you to avoid the following three EV stocks. They’re doomed to fail, and an investment in them could end up permanently losing 50% or more of its value:</p>\n<ul>\n <li><b>Lordstown Motors</b>(<b><u>RIDE</u></b>): This company is a mess. Management lied about its pre-order volumes. The CEO and CFO were ousted. The DOJ is investing the company. Lordstown itself issued a warning that the company may not even have enough cash to keep the lights on. In the hyper-competitive EV market, there’s no way this company survives – especially since, even if Lordstown does survive today’s optical issues, no good engineer is going to want to work for them, and so, they will forever be starved of talent. Bankruptcy is the likely outcome here.</li>\n <li><b>Workhorse</b>(<b><u>WKHS</u></b>): At one point, I liked Workhorse, because I believed the company was going to win a big USPS contract that would give the company the attention and resources it needed to more fully flesh out its technology platform. But Workhorse lost that contract, and when you combine that loss with the fact the UPS walked away from Workhorse just a few years prior to work with Arrival, it becomes crystal clear that Workhorse’s technology must not be very good. Indeed, after the USPS contract loss, my team and I took a deeper look at the Workhorse team and the underlying tech. Long story short, as engineers, we were very underwhelmed. We believe Arrival will dominate the electric last-mile delivery market, and that Workhorse will get squeezed out. We believe bankruptcy is a very likely outcome here, too.</li>\n <li><b>Ayro</b>(<b><u>AYRO</u></b>): I also used to be a fan of Ayro, a tiny EV company that is making small, low-speed electric vehicles of niche use cases. But since I first discovered this company about 12 months ago, there has been very little news on product development, or manufacturing build-out, or commercial contract wins. This lack of news really worries me, especially because the company doesn’t have a ton of cash, and because the competitive backdrop of small EVs is quite intense with ElectraMeccanica and Arcimoto. There may be a path forward here for Ayro, but we don’t see it as being very likely to materialize.</li>\n</ul>\n<p>If any of those three EV stocks are in your portfolio, get rid of them right away. They have huge downside potential, and are not worth owning in any capacity today.</p>\n<p>Because… in an industry full of so much opportunity… why would you own the industry’s worst companies?</p>\n<p>Go out and buy the best EV companies.</p>","source":"lsy1606302653667","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>3 EV Stocks to Sell Before You Lose Everything</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\">\n3 EV Stocks to Sell Before You Lose Everything\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-07 08:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/hypergrowthinvesting/2021/08/3-ev-stocks-to-sell-before-you-lose-everything/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As longtime readers know, I’m a huge electric vehicle (EV) stock bull. I’m 100% confident that electric vehicles will entirely replace gas-powered by cars by 2040, thanks to improving EV technology, ...</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2021/08/3-ev-stocks-to-sell-before-you-lose-everything/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WKHS":"Workhorse Group, Inc.","AYRO":"AYRO, Inc."},"source_url":"https://investorplace.com/hypergrowthinvesting/2021/08/3-ev-stocks-to-sell-before-you-lose-everything/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143051031","content_text":"As longtime readers know, I’m a huge electric vehicle (EV) stock bull. I’m 100% confident that electric vehicles will entirely replace gas-powered by cars by 2040, thanks to improving EV technology, falling battery costs, shifting consumer demand to eco-friendly products, and increasing supply of EVs. At this point, the EV Revolution is inevitable, and EV stocks will surge as a result.\nBut… even as a huge electric vehicle bull… I acknowledge that most of the EV startups in the market today will go bankrupt.\nYep. You heard that right. I’m one of the biggest EV bulls in the world, and at the same time, I think that most EV stocks in the market today are worthless.\nIn fact, I don’t think that – I know that.\nWhy the confidence?\nBecause history repeats itself.\nLet’s rewind back to the dawn of the gas-powered car.\nBicycle mechanics J. Frank and Charles Duryea of Springfield, Massachusetts designed the first successful American gasoline automobile in 1893. Six years later, in 1899, 30 American manufacturers collectively produced 2,500 gas-powered cars.\nAnd that was just the beginning.\nOver the next decade, some 485 companies entered the automobile manufacturing business, all hoping to strike it rich as the gas-powered car redefined the world of transportation. It was a “gas-powered car boom” – much like the “electric vehicle boom” of today.\nWe all know what happened next…\nThe gas-powered car did go on to redefine the world. Today, around 70 million new passenger cars are sold every single year.\nBut almost none of those 485 companies that popped up back in the early 1900s turned into a success story.\nLess than 50 of them were still in operation by 1930 – and just three of them accounted for 80% of the market.\nIn other words, even though gas-powered cars did take over the world, 9 out of every 10 gas-powered companies that emerged at the dawn of the gas-powered car didn’t even survive to see those cars take over the world – and less than 1-in-100 turned into auto industry titans.\nThe EV Revolution will play out similarly.\nWhich EV Stocks Should You Sell?\nToday, there are hundreds upon hundreds of electric vehicle companies in the world, all of them hoping to strike it rich as the electric vehicle redefines the transportation world.\nThe second partwill happen. EVs will take over the world over the next twenty years, just as gas-powered cars took over the world in the early 1900s.\nBut, also similar to what happened in the gas-powered car boom, the EV boom of the 2020s and 2030s will comprise a few top players differentiating themselves from the pack in terms of some major value-add, whether it be cost, design, performance, or branding. Those top players will attract all the consumer demand, reap all the rewards of the EV Revolution, and squeeze out the other 90% of companies in the industry.\nSo, when I look at the EV landscape today, I see agraveyard with a few shining stars.\nThe key to striking gold in the EV Revolution, then, is to find those shining stars… and avoid the companies doomed for what will soon be a crowded EV graveyard.\nThat’s why I want you to avoid the following three EV stocks. They’re doomed to fail, and an investment in them could end up permanently losing 50% or more of its value:\n\nLordstown Motors(RIDE): This company is a mess. Management lied about its pre-order volumes. The CEO and CFO were ousted. The DOJ is investing the company. Lordstown itself issued a warning that the company may not even have enough cash to keep the lights on. In the hyper-competitive EV market, there’s no way this company survives – especially since, even if Lordstown does survive today’s optical issues, no good engineer is going to want to work for them, and so, they will forever be starved of talent. Bankruptcy is the likely outcome here.\nWorkhorse(WKHS): At one point, I liked Workhorse, because I believed the company was going to win a big USPS contract that would give the company the attention and resources it needed to more fully flesh out its technology platform. But Workhorse lost that contract, and when you combine that loss with the fact the UPS walked away from Workhorse just a few years prior to work with Arrival, it becomes crystal clear that Workhorse’s technology must not be very good. Indeed, after the USPS contract loss, my team and I took a deeper look at the Workhorse team and the underlying tech. Long story short, as engineers, we were very underwhelmed. We believe Arrival will dominate the electric last-mile delivery market, and that Workhorse will get squeezed out. We believe bankruptcy is a very likely outcome here, too.\nAyro(AYRO): I also used to be a fan of Ayro, a tiny EV company that is making small, low-speed electric vehicles of niche use cases. But since I first discovered this company about 12 months ago, there has been very little news on product development, or manufacturing build-out, or commercial contract wins. This lack of news really worries me, especially because the company doesn’t have a ton of cash, and because the competitive backdrop of small EVs is quite intense with ElectraMeccanica and Arcimoto. There may be a path forward here for Ayro, but we don’t see it as being very likely to materialize.\n\nIf any of those three EV stocks are in your portfolio, get rid of them right away. They have huge downside potential, and are not worth owning in any capacity today.\nBecause… in an industry full of so much opportunity… why would you own the industry’s worst companies?\nGo out and buy the best EV companies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":155932891,"gmtCreate":1625368092213,"gmtModify":1631889656429,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"尽信书则不如无书","listText":"尽信书则不如无书","text":"尽信书则不如无书","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/155932891","repostId":"2148807090","repostType":4,"isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":113043362,"gmtCreate":1622588415056,"gmtModify":1631889656455,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"不错，但是达不到心理预期。","listText":"不错，但是达不到心理预期。","text":"不错，但是达不到心理预期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/113043362","repostId":"2140549994","repostType":4,"repost":{"id":"2140549994","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1622578500,"share":"https://www.laohu8.com/m/news/2140549994?lang=&edition=full","pubTime":"2021-06-02 04:15","market":"us","language":"zh","title":"Zoom 2022财年Q1营收及净利润均超市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2140549994","media":"老虎资讯综合","summary":"6月2日美股盘后，视频会议软件开发商Zoom公布2022财年第一季度财报。财报显示，Zoom第一季度总营收为9.562亿美元，与去年同期的3.282亿美元相比增长191%；净利润为2.275亿美元，相","content":"<p>6月2日美股盘后，视频会议软件开发商<a href=\"https://laohu8.com/S/ZM\">Zoom</a>公布2022财年第一季度财报。财报显示，Zoom第一季度总营收为9.562亿美元，与去年同期的3.282亿美元相比增长191%；净利润为2.275亿美元，相比之下去年同期为2710万美元；归属于公司普通股股东的净利润为2.274亿美元，与去年同期的2700万美元相比大幅增长741%。</p>\n<p><img src=\"https://static.tigerbbs.com/baab321e9d4e72f4357d752c99a6a0c3\" tg-width=\"1089\" tg-height=\"709\" referrerpolicy=\"no-referrer\"></p>\n<p>Zoom第一季度业绩以及第二季度和2022财年业绩展望均超出华尔街分析师预期，盘后股价涨超2%。</p>\n<p><img src=\"https://static.tigerbbs.com/0d47e3a9304ce5857d5468d516f091f7\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p>\n<p><b>业绩概要：</b></p>\n<p>在截至2021年4月30日的这一财季，Zoom的净利润为2.275亿美元，相比之下去年同期为2710万美元；归属于公司普通股股东的净利润为2.274亿美元，与去年同期的2700万美元相比大幅增长741%；每股摊薄收益为0.74美元，相比之下去年同期为0.09美元。</p>\n<p>不按照美国通用会计准则（不计入股权奖励支出和相关工资税、普通股慈善捐助相关费用以及参与证券的未分配盈利），Zoom第一季度调整后净利润为4.021亿美元，每股摊薄收益为1.32美元，相比之下去年同期的调整后净利润为5830万美元，每股摊薄收益为0.20美元，这一业绩超出分析师此前预期。据<a href=\"https://laohu8.com/S/YHOO\">雅虎</a>财经频道提供的数据显示，22名分析师此前平均预期Zoom第一季度每股收益将达0.99美元。</p>\n<p>Zoom第一季度总营收为9.562亿美元，与去年同期的3.282亿美元相比增长191%，也超出分析师预期。据<a href=\"https://laohu8.com/S/YHOO\">雅虎</a>财经频道提供的数据显示，21名分析师此前平均预期Zoom第一季度营收将达9.0603亿美元。</p>\n<p>Zoom第一季度营收成本为2.65亿美元，相比之下去年同期为1.04亿美元。Zoom第一季度毛利润为6.91亿美元，相比之下去年同期为2.24万美元。</p>\n<p>Zoom第一季度运营支出为4.65亿美元，相比之下去年同期为2.01亿美元。其中，研发支出为6518万美元，相比之下去年同期为2639万美元；销售和营销支出为2.46亿美元，相比之下去年同期为1.22亿美元；总务和行政支出为1.54亿美元，相比之下去年同期为5313万美元。</p>\n<p>Zoom第一季度运营利润为2.26亿美元，相比之下去年同期为2340万美元。不按照美国通用会计准则（不计入股权奖励支出和相关工资税以及普通股慈善捐助相关费用），Zoom第一季度调整后运营利润为4.01亿美元，相比之下去年同期为5460万美元。</p>\n<p><b>高管点评：</b></p>\n<p>“我们以表现非常强劲的第一季度拉开了本财年的序幕。在强劲的盈利能力和现金流的共同作用下，总营收比去年同期增长了191%。我们坚定不移地致力于通过旗下广泛的、创新的和无摩擦的视频通信平台，让客户能在任何地方工作和学习，这一决心继续推动着我们的业绩。有了这个坚实的开端，我们很高兴将整个财年的营收指引范围上调至39.75亿美元到39.90亿美元。”Zoom创始人及CEO袁征表示。“我们还通过自己强大的视频软件开发工具包向开发人员开放了我们的技术组合，以便通过Zoom Events扩大其影响范围。工作不再是一个地方，而是一个空间，而在这个空间里，Zoom可以让团队之间建立联系，并将他们最好的创意变成现实。我们充满活力地帮助引领朝向混合工作的演变，使面对面和虚拟连接的工作都能获得更大的灵活性、生产力和幸福感。”</p>\n<p><b>客户指标：</b></p>\n<p>总营收的驱动因素包括新客户获取和现有客户群的扩张。截至2022财年第一季度末，Zoom拥有：</p>\n<p>- 员工人数超过10人的客户总数约为49.7万个，与去年同期相比增长约87%；</p>\n<p>- 1999个客户在过去12个月中贡献了超过10万美元的营收，与去年同期相比增长约160%；</p>\n<p>- 员工人数超过10人的客户过去12个月的净美元扩张率连续第12个季度超过130%。</p>\n<p><b>现金相关消息：</b></p>\n<p>Zoom第一季度来自于业务运营活动的净现金为5.333亿美元，相比之下去年同期为2.590亿美元。Zoom第一季度自由现金流为4.542亿美元，相比之下去年同期为2.517亿美元。</p>\n<p>截至2021年4月30日，Zoom持有的现金、现金等价物和有价证券总额为47亿美元。</p>\n<p><b>业绩展望：</b></p>\n<p>Zoom预计，2022财年第二季度总净营收预计将达9.85亿美元到9.99亿美元，不按照美国通用会计准则的运营利润预计将达3.55亿美元到3.60亿美元，不按照美国通用会计准则的每股摊薄收益预计将达1.14美元到1.15美元（在外流通加权平均股票总量约为3.11亿股），这一业绩展望超出分析师预期。据雅虎财经频道提供的数据显示，22名分析师此前平均预期Zoom第二季度每股收益将达0.94美元，21名分析师平均预期Zoom第二季度营收将达9.3174亿美元。</p>\n<p>Zoom还预计，2022财年总净营收预计将达39.75亿美元到39.90亿美元，不按照美国通用会计准则的运营利润预计将达14.25亿美元到14.40亿美元，不按照美国通用会计准则的每股摊薄收益预计将达4.56美元到4.61美元，这一业绩展望也超出分析师预期。据雅虎财经频道提供的数据显示，25名分析师此前平均预期Zoom全年每股收益将达3.76美元，24名分析师平均预期Zoom全年营收将达28亿美元。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zoom 2022财年Q1营收及净利润均超市场预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZoom 2022财年Q1营收及净利润均超市场预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-02 04:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月2日美股盘后，视频会议软件开发商<a href=\"https://laohu8.com/S/ZM\">Zoom</a>公布2022财年第一季度财报。财报显示，Zoom第一季度总营收为9.562亿美元，与去年同期的3.282亿美元相比增长191%；净利润为2.275亿美元，相比之下去年同期为2710万美元；归属于公司普通股股东的净利润为2.274亿美元，与去年同期的2700万美元相比大幅增长741%。</p>\n<p><img src=\"https://static.tigerbbs.com/baab321e9d4e72f4357d752c99a6a0c3\" tg-width=\"1089\" tg-height=\"709\" referrerpolicy=\"no-referrer\"></p>\n<p>Zoom第一季度业绩以及第二季度和2022财年业绩展望均超出华尔街分析师预期，盘后股价涨超2%。</p>\n<p><img src=\"https://static.tigerbbs.com/0d47e3a9304ce5857d5468d516f091f7\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p>\n<p><b>业绩概要：</b></p>\n<p>在截至2021年4月30日的这一财季，Zoom的净利润为2.275亿美元，相比之下去年同期为2710万美元；归属于公司普通股股东的净利润为2.274亿美元，与去年同期的2700万美元相比大幅增长741%；每股摊薄收益为0.74美元，相比之下去年同期为0.09美元。</p>\n<p>不按照美国通用会计准则（不计入股权奖励支出和相关工资税、普通股慈善捐助相关费用以及参与证券的未分配盈利），Zoom第一季度调整后净利润为4.021亿美元，每股摊薄收益为1.32美元，相比之下去年同期的调整后净利润为5830万美元，每股摊薄收益为0.20美元，这一业绩超出分析师此前预期。据<a href=\"https://laohu8.com/S/YHOO\">雅虎</a>财经频道提供的数据显示，22名分析师此前平均预期Zoom第一季度每股收益将达0.99美元。</p>\n<p>Zoom第一季度总营收为9.562亿美元，与去年同期的3.282亿美元相比增长191%，也超出分析师预期。据<a href=\"https://laohu8.com/S/YHOO\">雅虎</a>财经频道提供的数据显示，21名分析师此前平均预期Zoom第一季度营收将达9.0603亿美元。</p>\n<p>Zoom第一季度营收成本为2.65亿美元，相比之下去年同期为1.04亿美元。Zoom第一季度毛利润为6.91亿美元，相比之下去年同期为2.24万美元。</p>\n<p>Zoom第一季度运营支出为4.65亿美元，相比之下去年同期为2.01亿美元。其中，研发支出为6518万美元，相比之下去年同期为2639万美元；销售和营销支出为2.46亿美元，相比之下去年同期为1.22亿美元；总务和行政支出为1.54亿美元，相比之下去年同期为5313万美元。</p>\n<p>Zoom第一季度运营利润为2.26亿美元，相比之下去年同期为2340万美元。不按照美国通用会计准则（不计入股权奖励支出和相关工资税以及普通股慈善捐助相关费用），Zoom第一季度调整后运营利润为4.01亿美元，相比之下去年同期为5460万美元。</p>\n<p><b>高管点评：</b></p>\n<p>“我们以表现非常强劲的第一季度拉开了本财年的序幕。在强劲的盈利能力和现金流的共同作用下，总营收比去年同期增长了191%。我们坚定不移地致力于通过旗下广泛的、创新的和无摩擦的视频通信平台，让客户能在任何地方工作和学习，这一决心继续推动着我们的业绩。有了这个坚实的开端，我们很高兴将整个财年的营收指引范围上调至39.75亿美元到39.90亿美元。”Zoom创始人及CEO袁征表示。“我们还通过自己强大的视频软件开发工具包向开发人员开放了我们的技术组合，以便通过Zoom Events扩大其影响范围。工作不再是一个地方，而是一个空间，而在这个空间里，Zoom可以让团队之间建立联系，并将他们最好的创意变成现实。我们充满活力地帮助引领朝向混合工作的演变，使面对面和虚拟连接的工作都能获得更大的灵活性、生产力和幸福感。”</p>\n<p><b>客户指标：</b></p>\n<p>总营收的驱动因素包括新客户获取和现有客户群的扩张。截至2022财年第一季度末，Zoom拥有：</p>\n<p>- 员工人数超过10人的客户总数约为49.7万个，与去年同期相比增长约87%；</p>\n<p>- 1999个客户在过去12个月中贡献了超过10万美元的营收，与去年同期相比增长约160%；</p>\n<p>- 员工人数超过10人的客户过去12个月的净美元扩张率连续第12个季度超过130%。</p>\n<p><b>现金相关消息：</b></p>\n<p>Zoom第一季度来自于业务运营活动的净现金为5.333亿美元，相比之下去年同期为2.590亿美元。Zoom第一季度自由现金流为4.542亿美元，相比之下去年同期为2.517亿美元。</p>\n<p>截至2021年4月30日，Zoom持有的现金、现金等价物和有价证券总额为47亿美元。</p>\n<p><b>业绩展望：</b></p>\n<p>Zoom预计，2022财年第二季度总净营收预计将达9.85亿美元到9.99亿美元，不按照美国通用会计准则的运营利润预计将达3.55亿美元到3.60亿美元，不按照美国通用会计准则的每股摊薄收益预计将达1.14美元到1.15美元（在外流通加权平均股票总量约为3.11亿股），这一业绩展望超出分析师预期。据雅虎财经频道提供的数据显示，22名分析师此前平均预期Zoom第二季度每股收益将达0.94美元，21名分析师平均预期Zoom第二季度营收将达9.3174亿美元。</p>\n<p>Zoom还预计，2022财年总净营收预计将达39.75亿美元到39.90亿美元，不按照美国通用会计准则的运营利润预计将达14.25亿美元到14.40亿美元，不按照美国通用会计准则的每股摊薄收益预计将达4.56美元到4.61美元，这一业绩展望也超出分析师预期。据雅虎财经频道提供的数据显示，25名分析师此前平均预期Zoom全年每股收益将达3.76美元，24名分析师平均预期Zoom全年营收将达28亿美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4789d612304f16a4e5cca0626bd51170","relate_stocks":{"ZM":"Zoom"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2140549994","content_text":"6月2日美股盘后，视频会议软件开发商Zoom公布2022财年第一季度财报。财报显示，Zoom第一季度总营收为9.562亿美元，与去年同期的3.282亿美元相比增长191%；净利润为2.275亿美元，相比之下去年同期为2710万美元；归属于公司普通股股东的净利润为2.274亿美元，与去年同期的2700万美元相比大幅增长741%。\n\nZoom第一季度业绩以及第二季度和2022财年业绩展望均超出华尔街分析师预期，盘后股价涨超2%。\n\n业绩概要：\n在截至2021年4月30日的这一财季，Zoom的净利润为2.275亿美元，相比之下去年同期为2710万美元；归属于公司普通股股东的净利润为2.274亿美元，与去年同期的2700万美元相比大幅增长741%；每股摊薄收益为0.74美元，相比之下去年同期为0.09美元。\n不按照美国通用会计准则（不计入股权奖励支出和相关工资税、普通股慈善捐助相关费用以及参与证券的未分配盈利），Zoom第一季度调整后净利润为4.021亿美元，每股摊薄收益为1.32美元，相比之下去年同期的调整后净利润为5830万美元，每股摊薄收益为0.20美元，这一业绩超出分析师此前预期。据雅虎财经频道提供的数据显示，22名分析师此前平均预期Zoom第一季度每股收益将达0.99美元。\nZoom第一季度总营收为9.562亿美元，与去年同期的3.282亿美元相比增长191%，也超出分析师预期。据雅虎财经频道提供的数据显示，21名分析师此前平均预期Zoom第一季度营收将达9.0603亿美元。\nZoom第一季度营收成本为2.65亿美元，相比之下去年同期为1.04亿美元。Zoom第一季度毛利润为6.91亿美元，相比之下去年同期为2.24万美元。\nZoom第一季度运营支出为4.65亿美元，相比之下去年同期为2.01亿美元。其中，研发支出为6518万美元，相比之下去年同期为2639万美元；销售和营销支出为2.46亿美元，相比之下去年同期为1.22亿美元；总务和行政支出为1.54亿美元，相比之下去年同期为5313万美元。\nZoom第一季度运营利润为2.26亿美元，相比之下去年同期为2340万美元。不按照美国通用会计准则（不计入股权奖励支出和相关工资税以及普通股慈善捐助相关费用），Zoom第一季度调整后运营利润为4.01亿美元，相比之下去年同期为5460万美元。\n高管点评：\n“我们以表现非常强劲的第一季度拉开了本财年的序幕。在强劲的盈利能力和现金流的共同作用下，总营收比去年同期增长了191%。我们坚定不移地致力于通过旗下广泛的、创新的和无摩擦的视频通信平台，让客户能在任何地方工作和学习，这一决心继续推动着我们的业绩。有了这个坚实的开端，我们很高兴将整个财年的营收指引范围上调至39.75亿美元到39.90亿美元。”Zoom创始人及CEO袁征表示。“我们还通过自己强大的视频软件开发工具包向开发人员开放了我们的技术组合，以便通过Zoom Events扩大其影响范围。工作不再是一个地方，而是一个空间，而在这个空间里，Zoom可以让团队之间建立联系，并将他们最好的创意变成现实。我们充满活力地帮助引领朝向混合工作的演变，使面对面和虚拟连接的工作都能获得更大的灵活性、生产力和幸福感。”\n客户指标：\n总营收的驱动因素包括新客户获取和现有客户群的扩张。截至2022财年第一季度末，Zoom拥有：\n- 员工人数超过10人的客户总数约为49.7万个，与去年同期相比增长约87%；\n- 1999个客户在过去12个月中贡献了超过10万美元的营收，与去年同期相比增长约160%；\n- 员工人数超过10人的客户过去12个月的净美元扩张率连续第12个季度超过130%。\n现金相关消息：\nZoom第一季度来自于业务运营活动的净现金为5.333亿美元，相比之下去年同期为2.590亿美元。Zoom第一季度自由现金流为4.542亿美元，相比之下去年同期为2.517亿美元。\n截至2021年4月30日，Zoom持有的现金、现金等价物和有价证券总额为47亿美元。\n业绩展望：\nZoom预计，2022财年第二季度总净营收预计将达9.85亿美元到9.99亿美元，不按照美国通用会计准则的运营利润预计将达3.55亿美元到3.60亿美元，不按照美国通用会计准则的每股摊薄收益预计将达1.14美元到1.15美元（在外流通加权平均股票总量约为3.11亿股），这一业绩展望超出分析师预期。据雅虎财经频道提供的数据显示，22名分析师此前平均预期Zoom第二季度每股收益将达0.94美元，21名分析师平均预期Zoom第二季度营收将达9.3174亿美元。\nZoom还预计，2022财年总净营收预计将达39.75亿美元到39.90亿美元，不按照美国通用会计准则的运营利润预计将达14.25亿美元到14.40亿美元，不按照美国通用会计准则的每股摊薄收益预计将达4.56美元到4.61美元，这一业绩展望也超出分析师预期。据雅虎财经频道提供的数据显示，25名分析师此前平均预期Zoom全年每股收益将达3.76美元，24名分析师平均预期Zoom全年营收将达28亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326499911,"gmtCreate":1615693220133,"gmtModify":1703492144258,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"关注自己的生活要远重要过对于自己可有可无的东西!","listText":"关注自己的生活要远重要过对于自己可有可无的东西!","text":"关注自己的生活要远重要过对于自己可有可无的东西!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/326499911","repostId":"2119998114","repostType":4,"isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368601487,"gmtCreate":1614314060849,"gmtModify":1703476226186,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"遛遛就知道了。既不快速否定也不过分乐观。","listText":"遛遛就知道了。既不快速否定也不过分乐观。","text":"遛遛就知道了。既不快速否定也不过分乐观。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/368601487","repostId":"1152130574","repostType":4,"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":386768700,"gmtCreate":1613276655500,"gmtModify":1634554032352,"author":{"id":"3556183628979008","authorId":"3556183628979008","name":"HANDM","avatar":"https://static.tigerbbs.com/804eaf3f8b34a656fad28a5b156ba4a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"都不怎么样","listText":"都不怎么样","text":"都不怎么样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/386768700","repostId":"1143817717","repostType":4,"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}