长兹特的个人主页 - 老虎社区

长兹特

长兹特

伯克利环境经济学

IP属地：山东

35关注

12粉丝

5主题

0勋章

2022-05-10

先别盘活线下，盘活你自个再说吧$36氪(KRKR)$脸都不要了

36氪独家｜京东App增设新入口 “京东新百货”，将入局线下店

2022-02-10

[得意]

@期权小班长:过年应该怎么办，推荐3个锦囊策略

2022-02-10

冲啊兄弟们，年底十倍[财迷] $水滴(WDH)$

2022-01-29

$水滴(WDH)$ 好起来了兄弟们[财迷]

2021-12-22

$蔚来(NIO)$$水滴(WDH)$$阿里巴巴(BABA)$遥想19年蔚来股价还是1块多的时候，没敢上车现在决不能错过一年内十倍股的机会现在水滴被严重低估，而且未来国家更加注重保民生，明年水滴有很大概率可能会起飞

2021-01-28

$AMC院线(AMC)$从此不碰妖股

2021-01-28

$AMC院线(AMC)$股市都玩不赢，还做什么他妈的大事，全仓空！

2021-01-20

$阿里巴巴(BABA)$冲啊！

2020-12-28

芒果就是社会的蛆虫，看看把青少年都毒害成什么样了$蔚来(NIO)$

《快乐大本营》主持人负面舆论不断，芒果超媒三天市值蒸发近百亿

2020-12-25

什么阿猫阿狗都要来上市$蔚来(NIO)$$老虎证券(TIGR)$$美国航空(AAL)$

赵丽颖刘诗诗赴港背后：营收下滑阿里撤资和爱奇艺深度绑定

2020-12-18

$AMC院线(AMC)$跌30个点割肉离场[难过]

2020-12-17

$AMC院线(AMC)$割肉吗[可怜]

2020-12-16

$AMC院线(AMC)$$小鹏汽车(XPEV)$给老子冲！

2020-12-14

$美国航空(AAL)$冲啊！

2020-12-11

$美国航空(AAL)$德意志银行真是脑瘫，美国航空现在资产怎么着都能会到以前的高点，现在疫苗已经出来了。蔚来汽车一直都是高点还是建议买入，这个就说美国航空价格高了？就这种情况怎么可能破产？反观蔚来有多大的可能能击败积累几百年技术的各大汽车企业？真是屁股决定脑袋，大家不要相信这个玩意

抱歉，原内容已删除

2020-11-21

$老虎证券(TIGR)$有大单进入了，财报后可能能稳住。在股市中千万不要凭经验做事，就如硬币，它经历了100次反面到你抛第101次的时候中一次的几率反面还是百分之50

2020-11-15

这篇文章不错，转发给大家看

@点拾投资:从冥率分布到不确定性，塔勒布的哲学宇宙

2020-11-14

$特斯拉(BK0076)$$蔚来(NIO)$前几天我说我自己仇恨女人，又朋友问我是怎么一个情况，我今天就跟大家讲一下来龙去脉。前几天去相亲，因为自己虽然是211研究生但是奈何家里穷，家里比较着急就介绍了个低学历低背景的姑娘，然后我就感觉到一种说不上来的感觉，就是打个比方，如果另一个来相亲的他的资产比你的多一毛钱，她也会毫不犹豫的跟他走。我虽然是个硕士研究生但是因为家境贫寒，遭受了太多太多的鄙视和唾弃了。我现在还记得小学的时候，自己没完成作业被同桌举报，因为班主任说没做完作业的就让家长领回家别来了。就因为我他么的是农村来的天生贱种，就因为我穿的都是破衣服，就因为我不玩游戏没见过手机。今天先分享到这，等到有时间再继续聊聊我中学的事情

2020-11-13

$老虎证券(TIGR)$冲啊，小老虎🐯

2020-11-09

$奥罗拉大麻公司(ACB)$$蔚来(NIO)$$老虎证券(TIGR)$我已经把ACB换成老虎了，老虎财报快出了，我本来今天想压一把奥罗拉，但是奥罗拉这个公司烂的很，接近破产状态，而且盘前一瞬间直接拉到四十个点，想入手的时候只能在高价和买彩票没啥区别，随时大机构获利套出老虎财报快出了，这时候入场到财报前最低涨到7

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href=\"https://laohu8.com/S/KRKR\">$36氪(KRKR)$</a>脸都不要了","listText":"先别盘活线下，盘活你自个再说吧<a href=\"https://laohu8.com/S/KRKR\">$36氪(KRKR)$</a>脸都不要了","text":"先别盘活线下，盘活你自个再说吧$36氪(KRKR)$脸都不要了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612981471","repostId":"2234546727","repostType":2,"repost":{"id":"2234546727","kind":"highlight","pubTimestamp":1652085111,"share":"https://www.laohu8.com/m/news/2234546727?lang=&edition=full","pubTime":"2022-05-09 16:31","market":"hk","language":"zh","title":"36氪独家｜京东App增设新入口 “京东新百货”，将入局线下店","url":"https://stock-news.laohu8.com/highlight/detail?id=2234546727","media":"董洁","summary":"场景的组合有利于流量的聚合，这或许会成为未来时尚家居事业群的新增量。","content":"<html><body><div><p><a href=\"https://laohu8.com/S/KRKR\">36氪</a>独家获悉，近日<a href=\"https://laohu8.com/S/JD\">京东</a>已完成对服饰、居家、美妆、运动、奢品钟表等业务的整合，现有时尚居家业务全面升级为“京东新百货”。 目前，京东APP上 “新百货”频道已经正式上线。</p>\n<p><img src=\"https://img.36krcdn.com/20220509/v2_07b705d1f16d4cb4835944b75402394b_img_jpeg\"/></p>\n<p>“京东新百货”在京东app的入口</p>\n<p>此外，36氪还了解到，<strong>京东新百货将在重点城市布局不同“主题模式”的新百货精选集合店</strong>，定位年轻态人群，<strong>目前规划的首批城市包括北京、成都、西安等地，首家门店大概率将在今年6·18前开出</strong>。截至发稿，京东对此并未回应。</p>\n<p>“新百货”是新上任的时尚家居事业群总裁冯轶力推的项目，自去年底立项来备受重视，据知情人士透露，此项目在内部被定为“S级”，是今年京东主推的项目之一。</p>\n<p>此前，36氪曾独家报道冯轶调任时尚家居事业群总裁，“Carol（冯轶在京东内部的称呼）资源调配能力很强，非常push，整个（时尚家居）事业群在过去半年内部地位窜升很快，”有内部人士告诉36氪。</p>\n<p>与简单将服饰、居家、美妆、运动等品类整合不同，此次“新百货”频道对入选商品设置更严格的准入门槛，对品牌的要求也更高，“被筛选进入该频道的商品未来也将入驻各家线下门店”，上述知情人士表示。打开“新百货”频道也能发现，其“私人订制”、“大牌推荐”、“闪耀新品”等展示位都显示出该业务定位的是“精选路线”。</p>\n<p><img src=\"https://img.36krcdn.com/20220509/v2_bbec472e28434897b95035e459075b9f_img_jpeg\"/></p>\n<p>“京东新百货”频道内容</p>\n<p>时尚家居事业群在京东内部一直专注于POP开放平台为主的品类发展，是京东第三方业务的增长担当。在“二选一”解除后，第三方商家在京东开店的数量陡增，也为此次时尚家居的业务升级提供了选品的支撑。</p>\n<p><strong>财报显示，去年三季度京东主站第三方商家的入驻数量为上半年总和的 3 倍，其中时尚居家类目的新商家入驻数量增长最多，双十一期间，京东服饰整体新品量是去年同期的 15 倍。</strong>包括LV、宝格丽、<a href=\"https://laohu8.com/S/EL\">雅诗兰黛</a>等多家大牌都在去年以不同形式在京东开店或合作。</p>\n<p>36氪得到的多份会议纪要也显示，由于商家在京东的客单价相对更高，而京东抽取的佣金等费率较低，商家在京东的利润率是所有线上平台中最高的。</p>\n<p>在完成业务升级的同时，此次“新百货”业务也将推出线下店，这出乎很多人的意料。</p>\n<p>但据知情人士透露，在做出此决定之前，京东内部做了大量的调研，“大家逛线下店的需求很大，但现在线下店坪效很低、（因为经济环境差）拿店成本也低，正是入局的好时机。有了京东的品牌加持，也能给商场引流分摊成本。”</p>\n<p>“新百货”业务的推出也符合当下的消费趋势，“从单一商品需求转变为对商品和服务等的多重追求”，场景的组合也更有利于流量的聚合，这或许会成为未来时尚家居事业群的新增量。</p>\n<p>如此一来，京东零售三大核心事业群都将拥有自己的线下门店资源，此前3C电子事业群已在各级被城市推出多种类型的京东家电门店，大商超全渠道事业群旗下也布局了京东7REFSH等多类商超门店，在线上流量争夺战进入下半场后，京东的精力再次重回线下。</p></div></body></html>","source":"36kr_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>36氪独家｜京东App增设新入口 “京东新百货”，将入局线下店</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\">\n36氪独家｜京东App增设新入口 “京东新百货”，将入局线下店\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-09 16:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1733515894733829><strong>董洁</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>36氪独家获悉，近日京东已完成对服饰、居家、美妆、运动、奢品钟表等业务的整合，现有时尚居家业务全面升级为“京东新百货”。 目前，京东APP上 “新百货”频道已经正式上线。\n\n“京东新百货”在京东app的入口\n此外，36氪还了解到，京东新百货将在重点城市布局不同“主题模式”的新百货精选集合店，定位年轻态人群，目前规划的首批城市包括北京、成都、西安等地，首家门店大概率将在今年6·18前开出。截至发稿，...</p>\n\n<a href=\"https://36kr.com/p/1733515894733829\">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","BK4579":"人工智能","BK4526":"热门中概股","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","QNETCN":"纳斯达克中美互联网老虎指数","BK4551":"寇图资本持仓","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","KRKR":"36氪","JD":"京东","BK1591":"就地过年概念","BK1142":"互联网与直销零售","BK4563":"昨日强势股","BK1502":"双十一","BK1575":"同股不同权","09618":"京东集团-SW","BK4531":"中概回港概念","BK4558":"双十一","BK4509":"腾讯概念","BK1588":"回港中概股","BK4524":"宅经济概念"},"source_url":"https://36kr.com/p/1733515894733829","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2234546727","content_text":"36氪独家获悉，近日京东已完成对服饰、居家、美妆、运动、奢品钟表等业务的整合，现有时尚居家业务全面升级为“京东新百货”。 目前，京东APP上 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倍。包括LV、宝格丽、雅诗兰黛等多家大牌都在去年以不同形式在京东开店或合作。\n36氪得到的多份会议纪要也显示，由于商家在京东的客单价相对更高，而京东抽取的佣金等费率较低，商家在京东的利润率是所有线上平台中最高的。\n在完成业务升级的同时，此次“新百货”业务也将推出线下店，这出乎很多人的意料。\n但据知情人士透露，在做出此决定之前，京东内部做了大量的调研，“大家逛线下店的需求很大，但现在线下店坪效很低、（因为经济环境差）拿店成本也低，正是入局的好时机。有了京东的品牌加持，也能给商场引流分摊成本。”\n“新百货”业务的推出也符合当下的消费趋势，“从单一商品需求转变为对商品和服务等的多重追求”，场景的组合也更有利于流量的聚合，这或许会成为未来时尚家居事业群的新增量。\n如此一来，京东零售三大核心事业群都将拥有自己的线下门店资源，此前3C电子事业群已在各级被城市推出多种类型的京东家电门店，大商超全渠道事业群旗下也布局了京东7REFSH等多类商超门店，在线上流量争夺战进入下半场后，京东的精力再次重回线下。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631326083,"gmtCreate":1644494328277,"gmtModify":1644494328277,"author":{"id":"3561788772736906","authorId":"3561788772736906","name":"长兹特","avatar":"https://static.tigerbbs.com/18c1a6f671ba6be394f13b513b31a5fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561788772736906","authorIdStr":"3561788772736906"},"themes":[],"htmlText":"[得意]","listText":"[得意]","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631326083","repostId":"639424246","repostType":1,"repost":{"id":639424246,"gmtCreate":1643393290327,"gmtModify":1643448611578,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"过年应该怎么办，推荐3个锦囊策略","htmlText":"春节就不更新了，结合最近的大盘形式给没什么时间看盘的朋友们推荐三个省心长线操作。 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target=\"_blank\">权重股跌破关键支撑位，要等多久才会反弹？</a>里分析过，如此这般大跌的恢复期，短则3个月，长则1年。可能有人觉得我有些夸张，而且对比历史的推测有些刻舟求剑，但结合马斯克之前推特上的预言考虑，金融危机之所以叫做危机，周期理论上不会只持续1个月吧？ 我们可以很乐观的看待全球经济，也可以很期待美联储能站出来救市，但从目前的回调趋势，我们需要先下调对未来的预期，脚踏实地保留后路再乐观展望。 那么请思考一个问题：如果今年大盘收益率是-6%，在保住本金的基础上有所收益需要怎样的策略呢？ 这几天我整理了一下思路，从长线考虑给大家分享三个锦囊，从结构划分可以分为收益有限策略和亏损有限策略。 马斯克和段永平交易背后的逻辑 首先不考虑纯抄底策略。给希望抄底做长线的朋友一个买入点提示：什么时候新闻传出马斯克入场买东西了，什么时候就可以建底仓了。 如果是技术派短期抄底做反弹可以忽略上面的建议，这也引入社区第二类流派，每天追涨杀跌派。不得不说现在很适合做短线，因为涨跌波动剧烈，一天来回十几个点。但对于上班族来说没时间盯盘，而且这也是我不擅长的，所以这类策略的提供建议关注其他人。 由于加息导致估值逻辑转换，所以转换至受益行业或者金融产品也是一个思路，不过我依旧不擅长，但会考虑持续关注这个思路，说不定会有第四个锦囊。 马斯克在抛售股票后预言金融危机，段永平认为2023年170块的苹果是低估值，都指向了同一件事，那就是股价增长的","text":"春节就不更新了，结合最近的大盘形式给没什么时间看盘的朋友们推荐三个省心长线操作。 1月份还有1个交易日就结束了，很多人可能对这一个月的交易不是很满意，除了割肉和抄底以外都没有很好的应对策略，寄希望于之后的反弹能够弥补亏损，也希望反弹就发生在下个月。 我在之前的文章：权重股跌破关键支撑位，要等多久才会反弹？里分析过，如此这般大跌的恢复期，短则3个月，长则1年。可能有人觉得我有些夸张，而且对比历史的推测有些刻舟求剑，但结合马斯克之前推特上的预言考虑，金融危机之所以叫做危机，周期理论上不会只持续1个月吧？ 我们可以很乐观的看待全球经济，也可以很期待美联储能站出来救市，但从目前的回调趋势，我们需要先下调对未来的预期，脚踏实地保留后路再乐观展望。 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</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月26日晚间，《快乐大本营》还是如约播出，但这一节目背后的湖南广播电视台和芒果超媒近期却很难“快乐”。当天早些时候，有网友爆料称《快乐大本营》主持人李维嘉疑似在海外/国内开代孕公司，甚至表示有多位明星通过该公司找过代孕。当晚，李维嘉微博发布公告对该消息进行辟谣。自12月23日至12月25日收盘，湖南广播电视台孵化的互联网媒体公司芒果超媒的股价已从69.43元下跌至63.93元，累计跌幅8%，...</p>\n\n<a href=\"https://www.iyiou.com/news/202012271012871\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6696a7804fc125e32c38f848d97c02f7","relate_stocks":{"300413":"芒果超媒"},"source_url":"https://www.iyiou.com/news/202012271012871","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2094344511","content_text":"12月26日晚间，《快乐大本营》还是如约播出，但这一节目背后的湖南广播电视台和芒果超媒近期却很难“快乐”。当天早些时候，有网友爆料称《快乐大本营》主持人李维嘉疑似在海外/国内开代孕公司，甚至表示有多位明星通过该公司找过代孕。当晚，李维嘉微博发布公告对该消息进行辟谣。自12月23日至12月25日收盘，湖南广播电视台孵化的互联网媒体公司芒果超媒的股价已从69.43元下跌至63.93元，累计跌幅8%，市值蒸发近百亿元。虽然“代孕”事件被辟谣，但《快乐大本营》背后最大的负面舆论仍在持续发酵。12月22日，该栏目主持人何炅被曝大规模收粉丝礼物，随后同为该栏目主持人的吴昕、杜海涛等也被曝收礼，甚至有人拔出了收礼清单。在何炅收礼事件被曝出后，人民网评于12月22日发布微博“别让不正之风荼毒年轻人”称，近几年，粉丝后援会为了自己偶像的面子和受到所谓“照顾”，越来越喜欢下血本，这种不良风气已经蔓延至整个娱乐圈，成了行业明规则。12月23日，湖南广播电视台针对湖南卫视相关人主持人被曝收粉丝礼物相关舆情发布调查声明表示，坚决反对主持人、艺人等收受粉丝礼物等行为，针对网友反映，正在展开调查，如有查实，依法依规严肃处理。芒果超媒股份有限公司于2005年12月成立，2018年8月正式登陆上交所，法定代表人为湖南广播电视台党委书记、董事长张华立。目前，芒果超媒旗下的芒果TV已经跻身中国长视频领域第一梯队，与腾讯视频、爱奇艺、优酷土豆不相上下。《快乐大本营》是湖南广播电视台孵化的“常青”综艺节目，自上世纪90年代至今，仍然持续保持较高的收视率和口碑，是芒果超媒能走到今天的奠基节目之一。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339648139,"gmtCreate":1608847514721,"gmtModify":1703737140197,"author":{"id":"3561788772736906","authorId":"3561788772736906","name":"长兹特","avatar":"https://static.tigerbbs.com/18c1a6f671ba6be394f13b513b31a5fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561788772736906","authorIdStr":"3561788772736906"},"themes":[],"htmlText":"什么阿猫阿狗都要来上市<a 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制及买断剧集并为其定制剧集提供承制服务。公司收入下滑背后，主要是买断聚集的减少。公司创立于2014年6月，刘小枫成立江苏稻草熊，发行首部电视剧便是《蜀山战纪之剑侠传奇》，2016年10月21日获阿里巴巴投资，在2018年和2020年获得爱奇艺投资。2016年3月，吴奇隆刘诗诗巴厘岛结婚，豪掷10.8亿元迎娶刘诗诗。阿里退出，明星云集，和爱奇艺深度绑定的稻草熊能获得资本市场认可吗？","content":"<html><body><article><p>12月21日消息，江苏稻草熊影业有限公司（以下简称“稻草熊”）通过港交所聆讯，即将赴港上市。<a href=\"https://laohu8.com/S/600999\">招商证券</a>国际、<a href=\"https://laohu8.com/S/601066\">中信建投</a>国际为联席保荐人。而稻草熊背后的股东背景则引发了市场热议。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201221181949388d2351ifg53zjrsu\"/><p>阿里为供应商，收入严重依赖<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a></p><p>稻草熊为我国主要的剧集制片商及发行商，涵盖电视剧及网剧的投资、开发、制作及发行。根据弗若斯特沙利文报告，按2019年首轮播映电视剧数目计，公司在我国所有剧集制片商及发行商中排名第四，市场份额占6%。</p><p>按收入计，稻草熊在中国所有剧集制片商及发行商中排名第六，市场份额为1.7%。优质电视剧有《不可能完成任务》、《国宝奇旅》、《第二次也很美》以及目前热播剧《局中人》。今年制作的剧集包括《石头开花》、《我的砍价歌王》以及后期定制剧集有《一起深呼吸》、《灵域》。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201221181950171d235akbwn05qk6b\"/><p>稻草熊收入来源集中于五大客户，2017-2019年及2020年中期，公司来自五大客户的收入 分别占总收入约83.3%、95.5%、83.5%及99.1%。</p><p>稻草熊和爱奇艺关系紧密。2017年，爱奇艺为第二大客户，2018年以来，爱奇艺为公司是单一最大客户，并为2018年第三大供应商及2019年最大供应商。同时，公司向爱奇艺许可自 制及买断剧集并为其定制剧集提供承制服务。2017年到2019年及2020年中期，公司来自爱奇艺所得收入分别为 人民币1.16亿元、2.45亿元、2.09亿元及4.01亿元，占公司总收入比重约22.4%、36.0%、 27.2%及69.2%。</p><p>根据招股书，公司第一大客户为爱奇艺，第二大客户为国有广播及电视传媒集团，第三大客户为<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201221181950888d235my55djjsd83\"/><p>国宝奇旅亏损，自制剧电视台单集超100万</p><p>公司主要从三个方面收费，1）向电视台、网络视频平台或第三方发行商许可自制剧集播映权；2）将来自网络视频平台或剧集制片商的买断剧集播映权许可予电视台、第三方发行商 或网络视频平台；3）根据网络视频平台订单提供定制剧集承制服务。</p><p>国宝奇旅实现亏损，根据招股书，《国宝奇旅》首轮许可收入未能抵销的差额约为人民币1040万元，公司认为主要原因系1）许可费减少，原因为网络视频平台于2019年年整体下调电视剧的每集采购价格，做法与市场趋势相符，而战争/间谍题材及主题的剧集于网络视频平台的受欢迎程度较低； 2）演员片酬增加，原因为其于根据相关政府政策大幅削减演员片酬前制作。</p><p>根据招股书，公司自制剧集首轮播映权的许可费介乎（i）电视台单集为人民币100万元至人民币260万元；及2）网络视频平台单集为人民币40万元至人民币700万元。根据弗若斯特沙利文的资料，首轮播映自制剧集的电视台单集许可费通常介乎人民币80万元至人民币400万元。</p><p>公司买断剧集首轮播映权的许可费通常介乎人民币50万元至人民币340万元（单集）。根据弗若斯特沙利文的资料，买断剧集首轮播映的许可费通常介乎人民币10万元至人民币300万元（单集）。</p><p>定制剧集的预定固定费用通常介乎人民币250万元至人民币750万元（单集）。根据弗若斯特沙利文的资料，定制剧集的预定固定费用通常介乎人民币50万元至人民币500万元（单集）。</p><p>公司中期营收下滑10%，<span>商誉</span>骤增1亿股息尚未支付</p><p>根据招股书，公司分别在2017年到2019年及2020年中期实现收入5.43亿元、6.79亿元、7.65亿元以及5.8亿元，2020年中期，公司收入较去年同期下滑10.45%。公司收入下滑背后，主要是买断聚集的减少。</p><p>公司利润波动较大，分别在2017年到2019年及2020年中期录得利润为6403万亿、1051万元、5040万元及5413万元。公司中期利润较去年同期增长43.2%。目前公司账上有8330万现金，较去年底增加近3000万</p><img src=\"https://n.sinaimg.cn/default/transform/260/w550h510/20201221/f3f4-kfnaptu7121591.png\"/><p>收入下滑净利上升的背后，公司毛利率异常升高。2020年中期公司毛利率较2019年中期大幅增加。自制剧集从去年的7.4%飙升至23.8%；买断剧集由平时的18%左右飙升至2020年中期的87%。公司表示，中期毛利率飙升主要由于在2020年上半年播映的《两世欢》的毛利率较高， 原因为该剧集部分因其题材及主题新奇而使许可费较高，以及主要因该剧集聘用片酬相对较低的新晋演员使制作成本较低。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201221182006702d235wrr7tvsmctc\"/><p>2017-2019年及2020年中期，公司商誉分别为0元、0元、1.08亿元及1.13亿元，目前由爱奇艺持有的优先股高达4亿元。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201221182012807d2356p5cdscudg0\"/><p>2018年，公司向股东派息1亿，至今尚未支付。截至近三年半，公司累计实现利润大约2.2亿元。</p><p>公司创立于2014年6月，刘小枫成立江苏稻草熊，发行首部电视剧便是《蜀山战纪之剑侠传奇》，2016年10月21日获阿里巴巴投资，在2018年和2020年获得爱奇艺投资。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201221182018663d235hh9sm323nry\"/><p>根据招股书，公司上市前最新持股如下：刘小枫持股58.41%，仍然为实控人；刘诗诗持股14.8%，爱奇艺持股19.57%，赵丽颖持股0.79%，翟芳持股6.43%，2016年担任<a href=\"https://laohu8.com/S/01060\">阿里影业</a>战略投资副总裁，负责战略投融资。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201221182020275d235wrg2p875mld\"/><p>刘小枫是何许人也？他就是吴奇隆的内地代理人。吴奇隆数次投资失败后，结识了圈内知名制片人刘小枫。2014年，稻草熊成立，吴奇隆没有直接持股，通过代理人身份实控公司。</p><p>走上正轨后，稻草熊影业开始谋求曲线上市，曾欲绑定暴风集团（300431.SZ）登陆A股市场。2016年3月，吴奇隆刘诗诗巴厘岛结婚，豪掷10.8亿元迎娶刘诗诗。不过这份收购最终夭折，2016年10月得到了阿里巴巴的投资，阿里也拿到了15%的股份。</p><p>但2018年时，稻草熊与阿里达成合作已经过去了两年时间，稻草熊的3部作品仅问世1部。其中问世《蜀山战纪2》并没有掀起太大热度。效益不大，阿里随后撤资，阿里的退出一方面是因为稻草熊影业业绩未达预期；另一方面，资本市场正在去明星化。</p><p>爱奇艺则在2018年后两次入局，目前持股占到了20%，成为仅次于吴奇隆的最大股东，也是公司最大的供应商。</p><p>阿里退出，明星<a href=\"https://laohu8.com/S/YJ\">云集</a>，和爱奇艺深度绑定的稻草熊能获得资本市场认可吗？我们拭目以待！（文/金石）</p><p>责任编辑：张海营</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>赵丽颖刘诗诗赴港背后：营收下滑阿里撤资 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.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赵丽颖刘诗诗赴港背后：营收下滑阿里撤资 和爱奇艺深度绑定\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-21 18:19 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202012211820207a412a12&s=b><strong>新浪港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月21日消息，江苏稻草熊影业有限公司（以下简称“稻草熊”）通过港交所聆讯，即将赴港上市。招商证券国际、中信建投国际为联席保荐人。而稻草熊背后的股东背景则引发了市场热议。阿里为供应商，收入严重依赖爱奇艺稻草熊为我国主要的剧集制片商及发行商，涵盖电视剧及网剧的投资、开发、制作及发行。根据弗若斯特沙利文报告，按2019年首轮播映电视剧数目计，公司在我国所有剧集制片商及发行商中排名第四，市场份额占6%...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202012211820207a412a12&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/e32efda2d724bedb06378776375228d0","relate_stocks":{"BABA":"阿里巴巴","IQ":"爱奇艺"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202012211820207a412a12&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2093948322","content_text":"12月21日消息，江苏稻草熊影业有限公司（以下简称“稻草熊”）通过港交所聆讯，即将赴港上市。招商证券国际、中信建投国际为联席保荐人。而稻草熊背后的股东背景则引发了市场热议。阿里为供应商，收入严重依赖爱奇艺稻草熊为我国主要的剧集制片商及发行商，涵盖电视剧及网剧的投资、开发、制作及发行。根据弗若斯特沙利文报告，按2019年首轮播映电视剧数目计，公司在我国所有剧集制片商及发行商中排名第四，市场份额占6%。按收入计，稻草熊在中国所有剧集制片商及发行商中排名第六，市场份额为1.7%。优质电视剧有《不可能完成任务》、《国宝奇旅》、《第二次也很美》以及目前热播剧《局中人》。今年制作的剧集包括《石头开花》、《我的砍价歌王》以及后期定制剧集有《一起深呼吸》、《灵域》。稻草熊收入来源集中于五大客户，2017-2019年及2020年中期，公司来自五大客户的收入 分别占总收入约83.3%、95.5%、83.5%及99.1%。稻草熊和爱奇艺关系紧密。2017年，爱奇艺为第二大客户，2018年以来，爱奇艺为公司是单一最大客户，并为2018年第三大供应商及2019年最大供应商。同时，公司向爱奇艺许可自 制及买断剧集并为其定制剧集提供承制服务。2017年到2019年及2020年中期，公司来自爱奇艺所得收入分别为 人民币1.16亿元、2.45亿元、2.09亿元及4.01亿元，占公司总收入比重约22.4%、36.0%、 27.2%及69.2%。根据招股书，公司第一大客户为爱奇艺，第二大客户为国有广播及电视传媒集团，第三大客户为阿里巴巴集团。国宝奇旅亏损，自制剧电视台单集超100万公司主要从三个方面收费，1）向电视台、网络视频平台或第三方发行商许可自制剧集播映权；2）将来自网络视频平台或剧集制片商的买断剧集播映权许可予电视台、第三方发行商 或网络视频平台；3）根据网络视频平台订单提供定制剧集承制服务。国宝奇旅实现亏损，根据招股书，《国宝奇旅》首轮许可收入未能抵销的差额约为人民币1040万元，公司认为主要原因系1）许可费减少，原因为网络视频平台于2019年年整体下调电视剧的每集采购价格，做法与市场趋势相符，而战争/间谍题材及主题的剧集于网络视频平台的受欢迎程度较低； 2）演员片酬增加，原因为其于根据相关政府政策大幅削减演员片酬前制作。根据招股书，公司自制剧集首轮播映权的许可费介乎（i）电视台单集为人民币100万元至人民币260万元；及2）网络视频平台单集为人民币40万元至人民币700万元。根据弗若斯特沙利文的资料，首轮播映自制剧集的电视台单集许可费通常介乎人民币80万元至人民币400万元。公司买断剧集首轮播映权的许可费通常介乎人民币50万元至人民币340万元（单集）。根据弗若斯特沙利文的资料，买断剧集首轮播映的许可费通常介乎人民币10万元至人民币300万元（单集）。定制剧集的预定固定费用通常介乎人民币250万元至人民币750万元（单集）。根据弗若斯特沙利文的资料，定制剧集的预定固定费用通常介乎人民币50万元至人民币500万元（单集）。公司中期营收下滑10%，商誉骤增1亿股息尚未支付根据招股书，公司分别在2017年到2019年及2020年中期实现收入5.43亿元、6.79亿元、7.65亿元以及5.8亿元，2020年中期，公司收入较去年同期下滑10.45%。公司收入下滑背后，主要是买断聚集的减少。公司利润波动较大，分别在2017年到2019年及2020年中期录得利润为6403万亿、1051万元、5040万元及5413万元。公司中期利润较去年同期增长43.2%。目前公司账上有8330万现金，较去年底增加近3000万收入下滑净利上升的背后，公司毛利率异常升高。2020年中期公司毛利率较2019年中期大幅增加。自制剧集从去年的7.4%飙升至23.8%；买断剧集由平时的18%左右飙升至2020年中期的87%。公司表示，中期毛利率飙升主要由于在2020年上半年播映的《两世欢》的毛利率较高， 原因为该剧集部分因其题材及主题新奇而使许可费较高，以及主要因该剧集聘用片酬相对较低的新晋演员使制作成本较低。2017-2019年及2020年中期，公司商誉分别为0元、0元、1.08亿元及1.13亿元，目前由爱奇艺持有的优先股高达4亿元。2018年，公司向股东派息1亿，至今尚未支付。截至近三年半，公司累计实现利润大约2.2亿元。公司创立于2014年6月，刘小枫成立江苏稻草熊，发行首部电视剧便是《蜀山战纪之剑侠传奇》，2016年10月21日获阿里巴巴投资，在2018年和2020年获得爱奇艺投资。根据招股书，公司上市前最新持股如下：刘小枫持股58.41%，仍然为实控人；刘诗诗持股14.8%，爱奇艺持股19.57%，赵丽颖持股0.79%，翟芳持股6.43%，2016年担任阿里影业战略投资副总裁，负责战略投融资。刘小枫是何许人也？他就是吴奇隆的内地代理人。吴奇隆数次投资失败后，结识了圈内知名制片人刘小枫。2014年，稻草熊成立，吴奇隆没有直接持股，通过代理人身份实控公司。走上正轨后，稻草熊影业开始谋求曲线上市，曾欲绑定暴风集团（300431.SZ）登陆A股市场。2016年3月，吴奇隆刘诗诗巴厘岛结婚，豪掷10.8亿元迎娶刘诗诗。不过这份收购最终夭折，2016年10月得到了阿里巴巴的投资，阿里也拿到了15%的股份。但2018年时，稻草熊与阿里达成合作已经过去了两年时间，稻草熊的3部作品仅问世1部。其中问世《蜀山战纪2》并没有掀起太大热度。效益不大，阿里随后撤资，阿里的退出一方面是因为稻草熊影业业绩未达预期；另一方面，资本市场正在去明星化。爱奇艺则在2018年后两次入局，目前持股占到了20%，成为仅次于吴奇隆的最大股东，也是公司最大的供应商。阿里退出，明星云集，和爱奇艺深度绑定的稻草熊能获得资本市场认可吗？我们拭目以待！（文/金石）责任编辑：张海营","news_type":1},"isVote":1,"tweetType":1,"viewCount":1645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397580894,"gmtCreate":1608296099118,"gmtModify":1703852304999,"author":{"id":"3561788772736906","authorId":"3561788772736906","name":"长兹特","avatar":"https://static.tigerbbs.com/18c1a6f671ba6be394f13b513b31a5fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561788772736906","authorIdStr":"3561788772736906"},"themes":[],"htmlText":"<a 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近期，我们的志愿者戴国晨精译了塔勒布的硬核新书《Statistical Consequences of Fat Tails》。这本书确实非常学术，好在戴国晨同学是纽约大学统计学研究生毕业，对于塔勒布的数学理论有深刻理解，并且写了上下两部分的读后感《塔勒布新书读后感：基于反脆弱的赔付关系》、《塔勒布量化开篇之作《肥尾分布的统计效应》（下）》。 今天，我们再次把戴国晨的读后感口语化一些，分享一个更加简单易懂的版本，从而让大家能更加理解塔勒布的随机性宇宙，包括：不确定性，冥率分布的世界，极端斯坦，赔率比概率更重要，真正有效的风险管理等等。相信这一篇文章，就能让大家看懂塔勒布的哲学和数学世界。 INCERTO谱系 正态分布和冥率分布 从人性的角度出发，我们都是接受一个正态分布世界，我们小时候学的统计学也是强调世界的正态分布。比如说身高，大部分人是在平均身高附近，在平均数两个标准差的身高人数就很少了，而且这个时间是没有什么极端身高的人存在（比如说身高50厘米的矮子和身高5米的巨人）。塔勒布又把正态分布叫做“平均斯坦”。 但是，这个世界并不完全有正态分布构成，冥率分布出现在许许多多的事情上，这让人觉得，黑天鹅远远比想象的多。比如说，在正态分布的时间，如果两天内市场下跌30%，应该是每天下跌15%左右。但是在冥率分布的时间，可能是一天下跌了29%，另一天下跌了1%。 关于这一点，我们在股票的投资收益上有很强的感受。股票的长期收益率，都是远超银行理财的，但是为什","listText":"导读：塔勒布是我特别喜欢的作者，他的哲学思想包含了一整套对尾部风险的认知框架，名为“INCERTO”，就是意大利语的不确定性。不确定性宇宙横跨五个与极端尾部风险相关的领域：数学、哲学、社会科学、契约论和决策论。基于塔勒布的随机性宇宙，他出版了一系列颠覆常识性思维的书籍：《随机漫步的傻瓜》、《黑天鹅》、《反脆弱》、《非对称风险》等。 近期，我们的志愿者戴国晨精译了塔勒布的硬核新书《Statistical Consequences of Fat Tails》。这本书确实非常学术，好在戴国晨同学是纽约大学统计学研究生毕业，对于塔勒布的数学理论有深刻理解，并且写了上下两部分的读后感《塔勒布新书读后感：基于反脆弱的赔付关系》、《塔勒布量化开篇之作《肥尾分布的统计效应》（下）》。 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href=\"https://laohu8.com/S/AAL\">$美国航空(AAL)$</a>德意志银行真是脑瘫，美国航空现在资产怎么着都能会到以前的高点，现在疫苗已经出来了。蔚来汽车一直都是高点还是建议买入，这个就说美国航空价格高了？就这种情况怎么可能破产？反观蔚来有多大的可能能击败积累几百年技术的各大汽车企业？真是屁股决定脑袋，大家不要相信这个玩意","listText":"<a href=\"https://laohu8.com/S/AAL\">$美国航空(AAL)$</a>德意志银行真是脑瘫，美国航空现在资产怎么着都能会到以前的高点，现在疫苗已经出来了。蔚来汽车一直都是高点还是建议买入，这个就说美国航空价格高了？就这种情况怎么可能破产？反观蔚来有多大的可能能击败积累几百年技术的各大汽车企业？真是屁股决定脑袋，大家不要相信这个玩意","text":"$美国航空(AAL)$德意志银行真是脑瘫，美国航空现在资产怎么着都能会到以前的高点，现在疫苗已经出来了。蔚来汽车一直都是高点还是建议买入，这个就说美国航空价格高了？就这种情况怎么可能破产？反观蔚来有多大的可能能击败积累几百年技术的各大汽车企业？真是屁股决定脑袋，大家不要相信这个玩意","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/395565427","repostId":"2090189856","repostType":2,"repost":{"id":"2090189856","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1607693760,"share":"https://www.laohu8.com/m/news/2090189856?lang=&edition=full","pubTime":"2020-12-11 21:36","market":"us","language":"en","title":"Airline stocks get downgraded at Deutsche Bank","url":"https://stock-news.laohu8.com/highlight/detail?id=2090189856","media":"Dow Jones","summary":"U.S. airline companies could be in for \"the greatest demand recovery since World War II in 2021,\" according to Deutsche Bank analyst Michael Linenberg, but he argued that their stocks look fairly valued after a big recent run up. Linenberg downgraded shares of American Airlines Group Inc. , Allegiant Travel Co. , Delta Air Lines Inc. , Hawaiian Holdings Inc. , JetBlue Airways Corp. , Southwest Airlines Co. , Spirit Airlines Inc. , Skywest Inc. , and United Airlines Holdings Inc.  to hold from bu","content":"<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Airline stocks get downgraded at Deutsche Bank\n</p>\n<p>\n  U.S. airline companies could be in for \"the greatest demand recovery since World War II in 2021,\" according to Deutsche Bank analyst Michael Linenberg, but he argued that their stocks look fairly valued after a big recent run up. Linenberg downgraded shares of American Airlines Group Inc. <a href=\"https://laohu8.com/S/AAL.UK\">$(AAL.UK)$</a>, Allegiant Travel Co. <a href=\"https://laohu8.com/S/ALGT\">$(ALGT)$</a>, Delta Air Lines Inc. <a href=\"https://laohu8.com/S/DAL.UK\">$(DAL.UK)$</a>, Hawaiian Holdings Inc. <a href=\"https://laohu8.com/S/HA\">$(HA)$</a>, JetBlue Airways Corp. <a href=\"https://laohu8.com/S/JBLU\">$(JBLU)$</a>, Southwest Airlines Co. <a href=\"https://laohu8.com/S/LUV\">$(LUV)$</a>, <a href=\"https://laohu8.com/S/SAVE\">Spirit Airlines</a> Inc. <a href=\"https://laohu8.com/S/SAVE.UK\">$(SAVE.UK)$</a>, Skywest Inc. <a href=\"https://laohu8.com/S/SKYW\">$(SKYW)$</a>, and United Airlines Holdings Inc. <a href=\"https://laohu8.com/S/UAL\">$(UAL)$</a> to hold from buy, writing that that he doesn't see too much room for upside in the sector. \"The stocks are at or near fair value based on 2022 valuations (and in some cases, 2023), suggesting to us that investors' have already paid for two years of earnings growth,\" Linenberg wrote. The <a href=\"https://laohu8.com/S/JETS\">U.S. Global Jets ETF</a> (JETS) has risen 31% over the past three months as the S&amp;P 500  has increased 10%. \n</p>\n<p>\n  -Emily Bary; 415-439-6400; AskNewswires@dowjones.com \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  December 11, 2020 08:36 ET (13:36 GMT)\n</p>\n<p>\n  Copyright (c) 2020 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Airline stocks get downgraded at Deutsche Bank</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\">\nAirline stocks get downgraded at Deutsche Bank\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2020-12-11 21:36</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Airline stocks get downgraded at Deutsche Bank\n</p>\n<p>\n  U.S. airline companies could be in for \"the greatest demand recovery since World War II in 2021,\" according to Deutsche Bank analyst Michael Linenberg, but he argued that their stocks look fairly valued after a big recent run up. Linenberg downgraded shares of American Airlines Group Inc. <a href=\"https://laohu8.com/S/AAL.UK\">$(AAL.UK)$</a>, Allegiant Travel Co. <a href=\"https://laohu8.com/S/ALGT\">$(ALGT)$</a>, Delta Air Lines Inc. <a href=\"https://laohu8.com/S/DAL.UK\">$(DAL.UK)$</a>, Hawaiian Holdings Inc. <a href=\"https://laohu8.com/S/HA\">$(HA)$</a>, JetBlue Airways Corp. <a href=\"https://laohu8.com/S/JBLU\">$(JBLU)$</a>, Southwest Airlines Co. <a href=\"https://laohu8.com/S/LUV\">$(LUV)$</a>, <a href=\"https://laohu8.com/S/SAVE\">Spirit Airlines</a> Inc. <a href=\"https://laohu8.com/S/SAVE.UK\">$(SAVE.UK)$</a>, Skywest Inc. <a href=\"https://laohu8.com/S/SKYW\">$(SKYW)$</a>, and United Airlines Holdings Inc. <a href=\"https://laohu8.com/S/UAL\">$(UAL)$</a> to hold from buy, writing that that he doesn't see too much room for upside in the sector. \"The stocks are at or near fair value based on 2022 valuations (and in some cases, 2023), suggesting to us that investors' have already paid for two years of earnings growth,\" Linenberg wrote. The <a href=\"https://laohu8.com/S/JETS\">U.S. Global Jets ETF</a> (JETS) has risen 31% over the past three months as the S&amp;P 500  has increased 10%. \n</p>\n<p>\n  -Emily Bary; 415-439-6400; AskNewswires@dowjones.com \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  December 11, 2020 08:36 ET (13:36 GMT)\n</p>\n<p>\n  Copyright (c) 2020 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UAL":"联合大陆航空","SAVE":"Spirit Airlines","DAL":"达美航空","HA":"夏威夷控股","AAL":"美国航空","JBLU":"捷蓝航空","SKYW":"西空航空","DB":"德意志银行","ALGT":"忠诚旅游","LUV":"西南航空"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2090189856","content_text":"MW Airline stocks get downgraded at Deutsche Bank\n\n\n  U.S. airline companies could be in for \"the greatest demand recovery since World War II in 2021,\" according to Deutsche Bank analyst Michael Linenberg, but he argued that their stocks look fairly valued after a big recent run up. Linenberg downgraded shares of American Airlines Group Inc. $(AAL.UK)$, Allegiant Travel Co. $(ALGT)$, Delta Air Lines Inc. $(DAL.UK)$, Hawaiian Holdings Inc. $(HA)$, JetBlue Airways Corp. $(JBLU)$, Southwest Airlines Co. $(LUV)$, Spirit Airlines Inc. $(SAVE.UK)$, Skywest Inc. $(SKYW)$, and United Airlines Holdings Inc. $(UAL)$ to hold from buy, writing that that he doesn't see too much room for upside in the sector. \"The stocks are at or near fair value based on 2022 valuations (and in some cases, 2023), suggesting to us that investors' have already paid for two years of earnings growth,\" Linenberg wrote. The U.S. Global Jets ETF (JETS) has risen 31% over the past three months as the S&P 500  has increased 10%. \n\n\n  -Emily Bary; 415-439-6400; AskNewswires@dowjones.com \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n  December 11, 2020 08:36 ET (13:36 GMT)\n\n\n  Copyright (c) 2020 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2666,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3463024699040429","authorId":"3463024699040429","name":"广东的冬","avatar":"https://static.tigerbbs.com/2d19485d50dcd0d0afede14487fb0e9e","crmLevel":8,"crmLevelSwitch":0,"idStr":"3463024699040429","authorIdStr":"3463024699040429"},"content":"华尔街还没上车呢[笑哭]","text":"华尔街还没上车呢[笑哭]","html":"华尔街还没上车呢[笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397580894,"gmtCreate":1608296099118,"gmtModify":1703852304999,"author":{"id":"3561788772736906","authorId":"3561788772736906","name":"长兹特","avatar":"https://static.tigerbbs.com/18c1a6f671ba6be394f13b513b31a5fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561788772736906","authorIdStr":"3561788772736906"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>跌30个点割肉离场[难过]&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>跌30个点割肉离场[难过]&nbsp;","text":"$AMC院线(AMC)$跌30个点割肉离场[难过]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/397580894","isVote":1,"tweetType":1,"viewCount":2469,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557524781946327","authorId":"3557524781946327","name":"再饥饿也得忍着稳住","avatar":"https://static.tigerbbs.com/7ab10e3ab6f588acfbd6e59d7018330d","crmLevel":1,"crmLevelSwitch":0,"idStr":"3557524781946327","authorIdStr":"3557524781946327"},"content":"那意思就是，蒸发还要跌。2.81都已经很低了。再跌怕要到2.11。如果要封城到4/5月份 。amc估计很难挺过去，增发肯定还要跌。估计真要跌倒1块钱。但是只要能挺过去。那就不得了了。股价可以3天飚到8/9块。","text":"那意思就是，蒸发还要跌。2.81都已经很低了。再跌怕要到2.11。如果要封城到4/5月份 。amc估计很难挺过去，增发肯定还要跌。估计真要跌倒1块钱。但是只要能挺过去。那就不得了了。股价可以3天飚到8/9块。","html":"那意思就是，蒸发还要跌。2.81都已经很低了。再跌怕要到2.11。如果要封城到4/5月份 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