妖妖灰的个人主页 - 老虎社区

妖妖灰

妖妖灰

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IP属地：海南

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1主题

0勋章

2022-06-20

$Aeva Technologies Inc.(AEVA)$我就拿着乞丐碗，碗里有个窝窝头

2022-02-24

原来，不止是我变精打细算了。疫情让大家都勒紧裤腰带

抱歉，原内容已删除

2022-02-10

为什么呢

京东健康盘中异动下午盘急速上涨5.05%报65.501港元

2021-08-13

$Aeva Technologies Inc.(AEVA)$许愿，生日愿望：8.24号回正，阿门

2021-06-26

记录收入5000

2021-05-27

立个flag～今年到10万，哈哈哈哈哈哈哈

2021-04-21

$Aeva Technologies Inc.(AEVA)$心如止水👶

2021-02-11

唉，那时候6刀，当时用了杠杆被平仓警告，迫不得已出了。。。错过盈利1000%的机会

@妖妖灰:$3D系统(DDD)$想听小伙伴对这只股的看法～值不值得长期持有

2021-02-04

$辉瑞(PFE)$毕业选择的第一家就职企业。抗生素，万艾可，络活喜，新冠疫苗等等，对于医药人来说，辉瑞对人类历史来说是一个伟大的企业，但是，情怀和资本它不一致。

2020-12-02

get

美团Q3财报：核心业务继续领跑，新业务仍处于战略性亏损

2020-11-30

$平安好医生(01833)$平安医生和阿里健康，京东健康模式是有根本区别的，平安医生主要是提供诊断服务，京东，阿里主要是实现处方交易。医生资源是有先发优势的。

2020-11-30

平安医生和阿里健康，京东健康模式是有根本区别的，平安医生主要是提供诊断服务，京东，阿里主要是实现处方交易。医生资源是有先发优势的。

抱歉，原内容已删除

2020-11-17

$3D系统(DDD)$想听小伙伴对这只股的看法～值不值得长期持有

2020-11-16

学习了，柴司

抱歉，原内容已删除

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13:07","market":"hk","language":"zh","title":"京东健康盘中异动 下午盘急速上涨5.05%报65.501港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2208314875","media":"自选股智能写手","summary":"2022年02月04日下午盘13时07分，京东健康股票出现波动，股价快速拉升5.05%。截至发稿，该股报65.501港元/股，成交量202.137万股，换手率0.06%，振幅4.57%。京东健康股票所在的药品行业中，整体涨幅为0.48%。其相关个股中，金嗓子、吉林长龙药业、国药控股涨幅较大，振幅较大的相关个股有开拓药业-B、信达生物、康龙化成，振幅分别为12.60%、10.70%、10.63%。消息层面，截至13时07分，京东健康股票正面舆情新闻比例50%。","content":"<html><body><article><p>2022年02月04日下午盘13时07分，<a href=\"https://laohu8.com/S/06618\">京东健康</a>（06618.hk）股票出现波动，股价快速<span>拉升</span>5.05%。截至发稿，该股报65.501港元/股，成交量202.137万股，<span>换手率</span>0.06%，振幅4.57%。</p><p>资金方面，该股资金流入7129.3万港元，流出4292.48万港元。</p><p>最近的财报数据显示，该股实现<span>营业收入</span>163.90亿港元，<span>净利润</span>-5.47亿港元，<span>每股收益</span>-0.18港元，<span>毛利</span>39.75亿港元，市盈率-10.22倍。</p><p>机构评级方面，在所有7家参与评级的机构中，100%的券商给予买入建议，无券商给予持有、卖出建议。</p><p>京东健康股票所在的药品行业中，整体涨幅为0.48%。其相关个股中，<a href=\"https://laohu8.com/S/06896\">金嗓子</a>、<a href=\"https://laohu8.com/S/08049\">吉林长龙药业</a>、<a href=\"https://laohu8.com/S/01099\">国药控股</a>涨幅较大，振幅较大的相关个股有<a href=\"https://laohu8.com/S/09939\">开拓药业-B</a>、<a href=\"https://laohu8.com/S/01801\">信达生物</a>、<a href=\"https://laohu8.com/S/300759\">康龙化成</a>，振幅分别为12.60%、10.70%、10.63%。</p><p>京东健康公司简介：京东健康股份有限公司是一家主要从事“互联网+医疗健康”生态系统业务的中国投资控股公司。该公司主要为客户提供医药和健康产品、互联网医疗、健康管理及<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>医疗保健解决方案及为业务合作伙伴提供市场营销服务。该公司主要在国内市场开展业务。</p><p>消息层面，截至13时07分，京东健康股票正面舆情新闻比例50%。</p><p>（以上内容为自选股智能机器写手Money Call完成，仅作为用户看盘参考，不作为交易依据。）</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>京东健康盘中异动 下午盘急速上涨5.05%报65.501港元</title>\n<style 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022020413074679076a10&s=b><strong>自选股智能写手</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2022年02月04日下午盘13时07分，京东健康（06618.hk）股票出现波动，股价快速拉升5.05%。截至发稿，该股报65.501港元/股，成交量202.137万股，换手率0.06%，振幅4.57%。资金方面，该股资金流入7129.3万港元，流出4292.48万港元。最近的财报数据显示，该股实现营业收入163.90亿港元，净利润-5.47亿港元，每股收益-0.18港元，毛利39.75亿港元，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022020413074679076a10&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/e0ede65b6680c765e9fea3680757fcfd","relate_stocks":{"06618":"京东健康","BK1583":"高瓴概念","BK1142":"互联网与直销零售","BK1589":"北水核心资产","BK1591":"就地过年概念","BK1515":"抗疫概念","BK1571":"互联网医疗"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022020413074679076a10&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2208314875","content_text":"2022年02月04日下午盘13时07分，京东健康（06618.hk）股票出现波动，股价快速拉升5.05%。截至发稿，该股报65.501港元/股，成交量202.137万股，换手率0.06%，振幅4.57%。资金方面，该股资金流入7129.3万港元，流出4292.48万港元。最近的财报数据显示，该股实现营业收入163.90亿港元，净利润-5.47亿港元，每股收益-0.18港元，毛利39.75亿港元，市盈率-10.22倍。机构评级方面，在所有7家参与评级的机构中，100%的券商给予买入建议，无券商给予持有、卖出建议。京东健康股票所在的药品行业中，整体涨幅为0.48%。其相关个股中，金嗓子、吉林长龙药业、国药控股涨幅较大，振幅较大的相关个股有开拓药业-B、信达生物、康龙化成，振幅分别为12.60%、10.70%、10.63%。京东健康公司简介：京东健康股份有限公司是一家主要从事“互联网+医疗健康”生态系统业务的中国投资控股公司。该公司主要为客户提供医药和健康产品、互联网医疗、健康管理及智能医疗保健解决方案及为业务合作伙伴提供市场营销服务。该公司主要在国内市场开展业务。消息层面，截至13时07分，京东健康股票正面舆情新闻比例50%。（以上内容为自选股智能机器写手Money 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11:57","market":"hk","language":"zh","title":"美团Q3财报：核心业务继续领跑，新业务仍处于战略性亏损","url":"https://stock-news.laohu8.com/highlight/detail?id=2088722726","media":"品途商业评论","summary":"11月30日，美团对外公布其截至 2020 年 9 月 30 日的第三季度财务业绩。得益于中国经济复苏步伐加快及新冠肺炎疫情在国内得到有效遏制，美团业务相继稳步复苏，呈现正向增长，第三季度总收入人民币354亿元，同比增长28.8%，环比增长43.2%，呈现出良好的复苏态势。作为美团核心业务，餐饮外卖业务收入以人民币207亿元继续领跑，同比增长32.8%。美团的外卖业务能保持一直领跑，强大的配送网络功不可没。","content":"<html><body><article><img src=\"http://inews.gtimg.com/newsapp_match/0/12851684600/0\"/><p>11月30日，美团对外公布其截至 2020 年 9 月 30 日的第三季度财务业绩。得益于中国经济复苏步伐加快及新冠肺炎疫情在国内得到有效遏制，美团业务相继稳步复苏，呈现正向增长，第三季度总收入人民币354亿元，同比增长28.8%，环比增长43.2%，呈现出良好的复苏态势。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/12851684601/0\"/><p>作为美团核心业务，餐饮外卖业务收入以人民币207亿元继续领跑，同比增长32.8%。此外，美团Q3交易额达到1522亿，同比增长36%；日均交易笔数3490万单，同比增长30.1%，增速依旧稳定。第三季度，美团会员用户规模达到历史新高，且餐饮外卖订单总数中来自会员的订单比例攀升。不仅如此，月交易用户数量及老客的交易频次亦创历史新高，从而推动了美团餐饮外卖业务的整体稳定增长。</p><p>美团的外卖业务能保持一直领跑，强大的配送网络功不可没。升级的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>调度配送系统、完善骑手评估模型，加大在骑手家庭在医疗保健及教育等方面帮扶的投入，着力细化单点是美团在维护外卖生态圈的各部稳定所做出的必要举动，也是服务类头部企业对于员工不断付出努力的支持和后备保障。尤其是在夏季订单旺季期或者在极端天气条件下，美团骑手仍能保持提供良好的配送服务。</p><p>另外，第三季度，美团餐饮外卖变现率为13.6%，同比略微下降了0.3个百分点，同时本季度餐饮外卖佣金收入同比增速仅为29.9%，可见美团在主营业务方面持稳中求进的态度，并着力放眼生态圈各部利益稳定，并未过份追求变现的增长速度。</p><p>美团的第二块主要收入，是到店、酒店及旅游业务收入，同比增加4.8%至人民币65亿元。由于国内疫情有效控制及市场逐渐恢复影响，更多的餐饮外卖商家转化为到店餐饮商家，餐饮外卖业务与到店餐饮业务之間的协同效应在本季度进一步加强。同时亦继续在扩大对优质餐厅的覆盖，增強商户分层运营能力。继续扩张“酒店+X”项目，利用差异化价值主张，覆盖更多酒店集团。同样的，美团竭力从需求端满足消费者从低到高不同级别的服务需求，更好迎合不同消費者群体具体需求並扩大更广泛消費者群体。</p><p>第三块收入来源是新业务及其他部分，这一块的收入为人民币82亿元，同比增长43.5%；但经营亏损却同比扩大68.8%，经营利润率同比下降3.7%。其原因是共享单车、B2B餐饮供应链服务、小额贷款业务、美团买菜及美团闪购等，还有美团优选，这些都是非常能烧钱的业务。</p><p>目前在社区买菜这个巨能“烧钱”的市场，巨头扎堆，天量补贴在社区买菜里面。这里面，既有阿里、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>这样的电商三巨头，也有新杀入的<a href=\"https://laohu8.com/S/00700\">腾讯</a>、头条系、滴滴，再加上美团，至少集中了七家互联网巨头。与美团过去面临的对手不太一样的是，其余六家的资金和渠道实力都很强，尤其是“重农抑商”的拼多多在这个赛道有那么一股天选之子的味道，且也是出了名的“烧钱能手”。相比之下，美团的优势并没有那么明显。恐怕，不只是美团，七大巨头，谁都难说有几分胜算吧？</p><p>*题图来源于美团官网</p><p>（罗少--关注互联网产业变革，财经作者，长期跟踪关注互联网、IT产业研究，公关行业资深专家。）</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>美团Q3财报：核心业务继续领跑，新业务仍处于战略性亏损</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美团Q3财报：核心业务继续领跑，新业务仍处于战略性亏损\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-02 11:57 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020120212333277d1994b&s=b><strong>品途商业评论</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>11月30日，美团对外公布其截至 2020 年 9 月 30 日的第三季度财务业绩。得益于中国经济复苏步伐加快及新冠肺炎疫情在国内得到有效遏制，美团业务相继稳步复苏，呈现正向增长，第三季度总收入人民币354亿元，同比增长28.8%，环比增长43.2%，呈现出良好的复苏态势。作为美团核心业务，餐饮外卖业务收入以人民币207亿元继续领跑，同比增长32.8%。此外，美团Q3交易额达到1522亿，同比增长...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020120212333277d1994b&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/3fdb93088707339fbe1ca1f046f6eada","relate_stocks":{"03690":"美团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020120212333277d1994b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2088722726","content_text":"11月30日，美团对外公布其截至 2020 年 9 月 30 日的第三季度财务业绩。得益于中国经济复苏步伐加快及新冠肺炎疫情在国内得到有效遏制，美团业务相继稳步复苏，呈现正向增长，第三季度总收入人民币354亿元，同比增长28.8%，环比增长43.2%，呈现出良好的复苏态势。作为美团核心业务，餐饮外卖业务收入以人民币207亿元继续领跑，同比增长32.8%。此外，美团Q3交易额达到1522亿，同比增长36%；日均交易笔数3490万单，同比增长30.1%，增速依旧稳定。第三季度，美团会员用户规模达到历史新高，且餐饮外卖订单总数中来自会员的订单比例攀升。不仅如此，月交易用户数量及老客的交易频次亦创历史新高，从而推动了美团餐饮外卖业务的整体稳定增长。美团的外卖业务能保持一直领跑，强大的配送网络功不可没。升级的智能调度配送系统、完善骑手评估模型，加大在骑手家庭在医疗保健及教育等方面帮扶的投入，着力细化单点是美团在维护外卖生态圈的各部稳定所做出的必要举动，也是服务类头部企业对于员工不断付出努力的支持和后备保障。尤其是在夏季订单旺季期或者在极端天气条件下，美团骑手仍能保持提供良好的配送服务。另外，第三季度，美团餐饮外卖变现率为13.6%，同比略微下降了0.3个百分点，同时本季度餐饮外卖佣金收入同比增速仅为29.9%，可见美团在主营业务方面持稳中求进的态度，并着力放眼生态圈各部利益稳定，并未过份追求变现的增长速度。美团的第二块主要收入，是到店、酒店及旅游业务收入，同比增加4.8%至人民币65亿元。由于国内疫情有效控制及市场逐渐恢复影响，更多的餐饮外卖商家转化为到店餐饮商家，餐饮外卖业务与到店餐饮业务之間的协同效应在本季度进一步加强。同时亦继续在扩大对优质餐厅的覆盖，增強商户分层运营能力。继续扩张“酒店+X”项目，利用差异化价值主张，覆盖更多酒店集团。同样的，美团竭力从需求端满足消费者从低到高不同级别的服务需求，更好迎合不同消費者群体具体需求並扩大更广泛消費者群体。第三块收入来源是新业务及其他部分，这一块的收入为人民币82亿元，同比增长43.5%；但经营亏损却同比扩大68.8%，经营利润率同比下降3.7%。其原因是共享单车、B2B餐饮供应链服务、小额贷款业务、美团买菜及美团闪购等，还有美团优选，这些都是非常能烧钱的业务。目前在社区买菜这个巨能“烧钱”的市场，巨头扎堆，天量补贴在社区买菜里面。这里面，既有阿里、京东、拼多多这样的电商三巨头，也有新杀入的腾讯、头条系、滴滴，再加上美团，至少集中了七家互联网巨头。与美团过去面临的对手不太一样的是，其余六家的资金和渠道实力都很强，尤其是“重农抑商”的拼多多在这个赛道有那么一股天选之子的味道，且也是出了名的“烧钱能手”。相比之下，美团的优势并没有那么明显。恐怕，不只是美团，七大巨头，谁都难说有几分胜算吧？*题图来源于美团官网（罗少--关注互联网产业变革，财经作者，长期跟踪关注互联网、IT产业研究，公关行业资深专家。）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":391230521,"gmtCreate":1606701687463,"gmtModify":1703843862197,"author":{"id":"3562194054990443","authorId":"3562194054990443","name":"妖妖灰","avatar":"https://static.tigerbbs.com/f0f7405bfaf7903f0861efad5932f0af","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562194054990443","idStr":"3562194054990443"},"themes":[],"htmlText":"<a 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18:09","market":"us","language":"zh","title":"唯品会2021年四季度营收341亿元，全年GMV同比增16%","url":"https://stock-news.laohu8.com/highlight/detail?id=1167098799","media":"老虎资讯综合","summary":"预计第一季度营收270亿元人民币至284亿元人民币。","content":"<html><head></head><body><p>周三，截止至发稿时间，<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>盘前跌超6%。此前唯品会公布了2021年四季度业绩。</p><p><img src=\"https://static.tigerbbs.com/0d977b52db4883caaeaed77e768a5ed6\" tg-width=\"450\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p><b>四季度业绩</b></p><p>四季度营收（亿元人民币）：<b>341，</b>市场预期：354.82，前值：357.75。</p><p>四季度净利润（亿元人民币）：<b>14，</b>市场预期：15.1，前值：24.41。</p><p>四季度调整后每ADS收益2.64元人民币，预估2.55元人民币。</p><p>四季度毛利润为67亿元人民币，而上年同期为78亿元。</p><p>四季度总订单量为2.169亿，而上年同期为2.273亿。</p><p>四季度商品交易总额（GMV）为570亿元人民币，而上年同期为593亿元人民币。</p><p>四季度活跃用户数为4920万，上年同期为5300万。</p><p><b>2021年全年业绩</b></p><p>受益于用户和ARPU的稳步增长，全年收入同比增长15%达1171亿元人民币；</p><p>全年GMV同比增长16%达1915亿元人民币；</p><p>全年活跃用户数较2020年同比增长12%达9390万；</p><p>核心SVIP活跃用户数同比增长50%，其线上净交易额占比达36%。</p><p><b>预期</b></p><p>预计第一季度营收270亿元至284亿元人民币。</p></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>唯品会2021年四季度营收341亿元，全年GMV同比增16%</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唯品会2021年四季度营收341亿元，全年GMV同比增16%\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\">2022-02-23 18:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周三，截止至发稿时间，<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>盘前跌超6%。此前唯品会公布了2021年四季度业绩。</p><p><img src=\"https://static.tigerbbs.com/0d977b52db4883caaeaed77e768a5ed6\" tg-width=\"450\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p><b>四季度业绩</b></p><p>四季度营收（亿元人民币）：<b>341，</b>市场预期：354.82，前值：357.75。</p><p>四季度净利润（亿元人民币）：<b>14，</b>市场预期：15.1，前值：24.41。</p><p>四季度调整后每ADS收益2.64元人民币，预估2.55元人民币。</p><p>四季度毛利润为67亿元人民币，而上年同期为78亿元。</p><p>四季度总订单量为2.169亿，而上年同期为2.273亿。</p><p>四季度商品交易总额（GMV）为570亿元人民币，而上年同期为593亿元人民币。</p><p>四季度活跃用户数为4920万，上年同期为5300万。</p><p><b>2021年全年业绩</b></p><p>受益于用户和ARPU的稳步增长，全年收入同比增长15%达1171亿元人民币；</p><p>全年GMV同比增长16%达1915亿元人民币；</p><p>全年活跃用户数较2020年同比增长12%达9390万；</p><p>核心SVIP活跃用户数同比增长50%，其线上净交易额占比达36%。</p><p><b>预期</b></p><p>预计第一季度营收270亿元至284亿元人民币。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7400004a38e238ad9810acb7141e78de","relate_stocks":{"VIPS":"唯品会"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167098799","content_text":"周三，截止至发稿时间，唯品会盘前跌超6%。此前唯品会公布了2021年四季度业绩。四季度业绩四季度营收（亿元人民币）：341，市场预期：354.82，前值：357.75。四季度净利润（亿元人民币）：14，市场预期：15.1，前值：24.41。四季度调整后每ADS收益2.64元人民币，预估2.55元人民币。四季度毛利润为67亿元人民币，而上年同期为78亿元。四季度总订单量为2.169亿，而上年同期为2.273亿。四季度商品交易总额（GMV）为570亿元人民币，而上年同期为593亿元人民币。四季度活跃用户数为4920万，上年同期为5300万。2021年全年业绩受益于用户和ARPU的稳步增长，全年收入同比增长15%达1171亿元人民币；全年GMV同比增长16%达1915亿元人民币；全年活跃用户数较2020年同比增长12%达9390万；核心SVIP活跃用户数同比增长50%，其线上净交易额占比达36%。预期预计第一季度营收270亿元至284亿元人民币。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388058935,"gmtCreate":1613004452627,"gmtModify":1703768240765,"author":{"id":"3562194054990443","authorId":"3562194054990443","name":"妖妖灰","avatar":"https://static.tigerbbs.com/f0f7405bfaf7903f0861efad5932f0af","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562194054990443","authorIdStr":"3562194054990443"},"themes":[],"htmlText":"唉，那时候6刀，当时用了杠杆被平仓警告，迫不得已出了。。。错过盈利1000%的机会","listText":"唉，那时候6刀，当时用了杠杆被平仓警告，迫不得已出了。。。错过盈利1000%的机会","text":"唉，那时候6刀，当时用了杠杆被平仓警告，迫不得已出了。。。错过盈利1000%的机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388058935","repostId":"307580768","repostType":1,"repost":{"id":307580768,"gmtCreate":1605595941154,"gmtModify":1703838476632,"author":{"id":"3562194054990443","authorId":"3562194054990443","name":"妖妖灰","avatar":"https://static.tigerbbs.com/f0f7405bfaf7903f0861efad5932f0af","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562194054990443","authorIdStr":"3562194054990443"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/01833\">$平安好医生(01833)$</a>平安医生和阿里健康，京东健康模式是有根本区别的，平安医生主要是提供诊断服务，京东，阿里主要是实现处方交易。医生资源是有先发优势的。","listText":"<a href=\"https://laohu8.com/S/01833\">$平安好医生(01833)$</a>平安医生和阿里健康，京东健康模式是有根本区别的，平安医生主要是提供诊断服务，京东，阿里主要是实现处方交易。医生资源是有先发优势的。","text":"$平安好医生(01833)$平安医生和阿里健康，京东健康模式是有根本区别的，平安医生主要是提供诊断服务，京东，阿里主要是实现处方交易。医生资源是有先发优势的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391230521","isVote":1,"tweetType":1,"viewCount":1799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391230028,"gmtCreate":1606701599964,"gmtModify":1703843860984,"author":{"id":"3562194054990443","authorId":"3562194054990443","name":"妖妖灰","avatar":"https://static.tigerbbs.com/f0f7405bfaf7903f0861efad5932f0af","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562194054990443","authorIdStr":"3562194054990443"},"themes":[],"htmlText":"平安医生和阿里健康，京东健康模式是有根本区别的，平安医生主要是提供诊断服务，京东，阿里主要是实现处方交易。医生资源是有先发优势的。","listText":"平安医生和阿里健康，京东健康模式是有根本区别的，平安医生主要是提供诊断服务，京东，阿里主要是实现处方交易。医生资源是有先发优势的。","text":"平安医生和阿里健康，京东健康模式是有根本区别的，平安医生主要是提供诊断服务，京东，阿里主要是实现处方交易。医生资源是有先发优势的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391230028","repostId":"2086205475","repostType":2,"repost":{"id":"2086205475","kind":"news","pubTimestamp":1606368782,"share":"https://www.laohu8.com/m/news/2086205475?lang=&edition=full","pubTime":"2020-11-26 13:33","market":"us","language":"zh","title":"平安好医生(01833.HK)：乘风破浪的互联网医疗，弄潮搏浪的行业顶流，给予“买入”评级，目标价121.00港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2086205475","media":"格隆汇","summary":"我们采用PS估值法，目标价121港元，上涨空间达24.5%，相当于 22/17 倍 20E/21E PS，以反映公司于在线问诊领域的龙头竞争优势、高增长潜力及投资稀缺性，预期利好政策将密集发布，首次覆盖给予“买入”评级。中国互联网医疗行业高速发展为大势所趋中国存在优质医疗资源供需关系极不平衡，三级医院负荷较重、地域分配不均，患者看病难、等待时间长等问题。","content":"<html><body><p>机构：<span><a href=\"https://laohu8.com/S/600918\">中泰证券</a></span></p><p>评级：买入</p><p>目标价：121.00港元</p><p><b>首次覆盖给予“买入”评级，目标价 121 港元</b></p><p>我们预期公司收入将在行业增长及龙头地位增强下保持高速增长，由 2019 年的 50.7亿元人民币增至 20 年/ 21 年/22 年的 63.0 亿/81.7 亿/109.5 亿元，年均复合增长率约29.3%；预期短期内会因战略升级导致医生团队扩张、共建互联网医院等费用大幅增加而继续亏损，亏损将由 19 年的 7.3 亿元人民币增至 20 年/ 21 年的 10.4 亿/15.3 亿元，但公司核心业务运营数据向好，战略升级有助长远发展，毛利率将随着业务结构改善逐步提升，未来随着公司规模增加，扩张成本将得以控制，亏损有望于22年开始逐步收窄至11.3亿元。我们采用PS估值法，目标价121港元，上涨空间达24.5%，相当于 22/17 倍 20E/21E PS，以反映公司于在线问诊领域的龙头竞争优势、高增长潜力及投资稀缺性，预期利好政策将密集发布，首次覆盖给予“买入”评级。</p><p><b>中国互联网医疗行业高速发展为大势所趋</b></p><p>中国存在优质医疗资源供需关系极不平衡，三级医院负荷较重、地域分配不均，患者看病难、等待时间长等问题。互联网医疗有能力为医院承担部分常见病、慢性病患者诊疗需求，无地理位置限制，为解决上述问题的重要途径，需求强烈。此前互联网医疗发展受到政策反复的限制，但当前互联网医疗发展已较早前更为完善，尤其是头部企业于新冠疫情期间经住了考验，疫情加快了线上医疗监管放宽的进程，公司受惠。</p><p><b>政策转为明确支持，发展有望突破瓶颈</b></p><p>预期利好政策将加速落地，包括（1）互联网医疗范围有望从常见病、慢性病复诊和家庭医生签约服务扩大至首诊，市场空间扩大；（2）将出台药品网络销售监督管理办法，网售处方药监管不确定性即将消除，预期网售药品将在处方外流及需求向线上转移的推动下保持高速增长；（3）年底前各地将陆续出台政策逐步扩大医保对常见病、慢性病“互联网+”医疗服务支付的范围，互联网医疗使用意愿将增强；（4）将探索“互联网+”医疗服务异地就医直接结算，真正发挥互联网医疗无地域限制优势。公司自建/与线下医院合建互联网医院及与地区政府合建互联网医院服务平台均是推动互联网医疗医保支付实践及打通全国互联网医疗医保支付的有效探索，有望利用其平台经验及技术为打破互联网医疗医保支付地域瓶颈做贡献并巩固龙头地位。</p><p><b>同业顶级流量平台，竞争优势显著</b></p><p>公司平台为中国覆盖率第一的互联网医疗应用，主要运营数据持续向好，变现能力加速改善，与同业比主要区别包括（1）拥有全职自有医疗团队，相较于同业大多采用兼职外部医生资源，可提供7x24小时实时在线咨询服务，可保障服务专业性及可保持较低医疗风险；（2）拥有人工智能助理辅助自有医疗团队，提升了在线医疗服务效率及降低了成本，并将随着公司在线咨询数据库的扩充持续进步；及（3）于全国 107个城市提供 1 小时送药服务，因此可真正满足居民快速获取优质医疗资源及良好就医体验的需求，用户体验可持续提升，有助提高用户留存率及巩固龙头竞争优势。</p><p><b>股东支持优势明显，战略升级符合发展</b></p><p>新任管理层于金融及医疗科技拥有丰富经验，并于公司控股股东<a href=\"https://laohu8.com/S/601318\">中国平安</a>（2318HK/601318 CN）旗下多间公司担任重要职位，有望放大股东背景优势，获取<a href=\"https://laohu8.com/S/02318\">中国平安</a>在医保、商保、医院、政府项目实施及落地的经验及相关技术、用户等资源支持。公司于今年中启动全面战略升级，涉及渠道、服务及能力，符合发展需求，效果可期。</p><p>风险提示：（一）竞争加剧；（二）政策风险；（三）依赖大股东；（四）经营风险</p><p><img src=\"https://img3.gelonghui.com/1f395-db6802b6-3c23-4239-95ec-fbc39b5a9244.png\"/></p></body></html>","source":"stock_gelonghui","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>平安好医生(01833.HK)：乘风破浪的互联网医疗，弄潮搏浪的行业顶流，给予“买入”评级，目标价121.00港元</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平安好医生(01833.HK)：乘风破浪的互联网医疗，弄潮搏浪的行业顶流，给予“买入”评级，目标价121.00港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-26 13:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/428950><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>机构：中泰证券评级：买入目标价：121.00港元首次覆盖给予“买入”评级，目标价 121 港元我们预期公司收入将在行业增长及龙头地位增强下保持高速增长，由 2019 年的 50.7亿元人民币增至 20 年/ 21 年/22 年的 63.0 亿/81.7 亿/109.5 亿元，年均复合增长率约29.3%；预期短期内会因战略升级导致医生团队扩张、共建互联网医院等费用大幅增加而继续亏损，亏损将由 19 ...</p>\n\n<a href=\"https://www.gelonghui.com/p/428950\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6ad7ed6b96b448ffcc5b5501b0dc346c","relate_stocks":{"160636":"互联网","01833":"平安好医生"},"source_url":"https://www.gelonghui.com/p/428950","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2086205475","content_text":"机构：中泰证券评级：买入目标价：121.00港元首次覆盖给予“买入”评级，目标价 121 港元我们预期公司收入将在行业增长及龙头地位增强下保持高速增长，由 2019 年的 50.7亿元人民币增至 20 年/ 21 年/22 年的 63.0 亿/81.7 亿/109.5 亿元，年均复合增长率约29.3%；预期短期内会因战略升级导致医生团队扩张、共建互联网医院等费用大幅增加而继续亏损，亏损将由 19 年的 7.3 亿元人民币增至 20 年/ 21 年的 10.4 亿/15.3 亿元，但公司核心业务运营数据向好，战略升级有助长远发展，毛利率将随着业务结构改善逐步提升，未来随着公司规模增加，扩张成本将得以控制，亏损有望于22年开始逐步收窄至11.3亿元。我们采用PS估值法，目标价121港元，上涨空间达24.5%，相当于 22/17 倍 20E/21E PS，以反映公司于在线问诊领域的龙头竞争优势、高增长潜力及投资稀缺性，预期利好政策将密集发布，首次覆盖给予“买入”评级。中国互联网医疗行业高速发展为大势所趋中国存在优质医疗资源供需关系极不平衡，三级医院负荷较重、地域分配不均，患者看病难、等待时间长等问题。互联网医疗有能力为医院承担部分常见病、慢性病患者诊疗需求，无地理位置限制，为解决上述问题的重要途径，需求强烈。此前互联网医疗发展受到政策反复的限制，但当前互联网医疗发展已较早前更为完善，尤其是头部企业于新冠疫情期间经住了考验，疫情加快了线上医疗监管放宽的进程，公司受惠。政策转为明确支持，发展有望突破瓶颈预期利好政策将加速落地，包括（1）互联网医疗范围有望从常见病、慢性病复诊和家庭医生签约服务扩大至首诊，市场空间扩大；（2）将出台药品网络销售监督管理办法，网售处方药监管不确定性即将消除，预期网售药品将在处方外流及需求向线上转移的推动下保持高速增长；（3）年底前各地将陆续出台政策逐步扩大医保对常见病、慢性病“互联网+”医疗服务支付的范围，互联网医疗使用意愿将增强；（4）将探索“互联网+”医疗服务异地就医直接结算，真正发挥互联网医疗无地域限制优势。公司自建/与线下医院合建互联网医院及与地区政府合建互联网医院服务平台均是推动互联网医疗医保支付实践及打通全国互联网医疗医保支付的有效探索，有望利用其平台经验及技术为打破互联网医疗医保支付地域瓶颈做贡献并巩固龙头地位。同业顶级流量平台，竞争优势显著公司平台为中国覆盖率第一的互联网医疗应用，主要运营数据持续向好，变现能力加速改善，与同业比主要区别包括（1）拥有全职自有医疗团队，相较于同业大多采用兼职外部医生资源，可提供7x24小时实时在线咨询服务，可保障服务专业性及可保持较低医疗风险；（2）拥有人工智能助理辅助自有医疗团队，提升了在线医疗服务效率及降低了成本，并将随着公司在线咨询数据库的扩充持续进步；及（3）于全国 107个城市提供 1 小时送药服务，因此可真正满足居民快速获取优质医疗资源及良好就医体验的需求，用户体验可持续提升，有助提高用户留存率及巩固龙头竞争优势。股东支持优势明显，战略升级符合发展新任管理层于金融及医疗科技拥有丰富经验，并于公司控股股东中国平安（2318HK/601318 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09:03","market":"us","language":"zh","title":"B站和微博的财报里藏了哪些信息？","url":"https://stock-news.laohu8.com/highlight/detail?id=2083830434","media":"虎嗅","summary":"三张表看懂一家公司","content":"<html><body><p>这是中国最能杠的社交媒体，和最中二的视频网站，这是它们 2019 年度的财报。无论是在纳斯达克还是深交所、港交所，上市公司都需要定期披露这样的财报，否则就会像<a href=\"https://laohu8.com/S/LK\">瑞幸咖啡</a>一样被强制退市。</p><p>财报里究竟有哪些门道？B 站和<a href=\"https://laohu8.com/S/WB\">微博</a>的财报里有什么信息？我们和你一起翻开这两张财报，来解答这些问题。</p><p>财报有一套固定的格式，其中这三张表——资产负债表，利润表，和现金流量表——是所有财报最核心的信息所在。</p><p>“资产负债表”能让你快速了解 B 站和微博到底有哪些家底，以及攒这些家底的钱从哪里来。</p><p>所有能为公司赚钱的东西，都可以统称为资产。除了现金等流动资产外，B 站最重要的资产是这些游戏和视频的版权，因为 B 站要靠它们留住你的心，再赚走你的钱。</p><p>这些版权在资产负债表中被归类为无形资产，占到了 B 站总资产的 10.7%。在今年花重金买下《指环王》、《半泽直树》以及英雄联盟全球赛事的独家直播版权之后，B 站无形资产的总额显然会继续上涨。</p><p>在”靠什么赚钱”这件事儿上，微博显然和 B 站思路不同。微博的无形资产仅占总资产的 0.3% ，除了现金等流动资产外，微博最重要的一类资产是长期投资。</p><p>微博的投资范围比你想象得更广，涵盖了电商、MCN机构、保险、无人驾驶等多个领域，还在今年收购了“王者荣耀”冠军俱乐部 TS。所有这些都在资产负债表中被归类为长期投资，占到了微博总资产的21%。</p><p>而在负债方面，无论 B 站还是微博，最主要的债务都是自己发行的公司债。这些债务是公司为了加快扩张速度，向市场上的投资者们主动借的。用负债除以总资产，就能算出公司的负债率，微博和 B 站的负债率都在 50% 左右，属于正常水平。</p><p>值得一提的是，负债率并不是越低越好，如果借债成本低，那企业完全可以靠借债快速扩张。比如<a href=\"https://laohu8.com/S/MCD\">麦当劳</a>和<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>近两年的负债率都超过了100%，原因之一是想加速扩张。当然世事难料，由于遭遇疫情，这两家公司如今又在大量裁员关店。</p><p>整体来看，资产负债表就像一张照片，能静态地反映某一时刻公司的整体状况。</p><p>但要想要知道一家公司在一段时间内到底赚了多少钱，我们就需要看第二张表，利润表。</p><p>利润表能告诉你一家公司到底到底怎么赚钱，又要付出哪些成本：</p><p>这里的营业收入是指企业通过主营业务挣的钱，用它减去营业成本，就得到了毛利润。用毛利润减去这一大堆费用，就是一家企业的净利润，这才是每家公司真正赚到的钱。</p><p>虽然是一家视频公司，但 B 站利润表中 53% 的总收入其实都来源于游戏。这笔生意挣得多，但花得也多，B 站的游戏大多是跟其他厂商联合发行、运营的，所以需要支付大量分成给游戏开发者，还要给负责游戏分发的应用商店洒钱，这部分支出就占据了整体营业成本的 44.6%。</p><p>至于你正在用的视频业务也很烧钱，因为服务器、带宽费用和版权费用等都是巨大的开支，占到了 B 站营业成本的 34.4%。而你看直播时给的打赏，为了看剧开的大会员，在 B 站的整体收入中占比 24%，并没有游戏赚钱。其余的收入靠广告和电商，分别占到了整体营收的 10% 左右。</p><p>总体来看，B 站 2019 年收入不低，但成本更高，毛利率只有17.5%，净利润则直接到了负的 1.87 亿美元，一年亏的钱够柴知道花 1000 多年，直接迈入赛博太空时代了。</p><p>相比而言，微博高达 86.6% 的收入都来源于各式各样的广告。这种商业模式简单粗暴，营业成本相比 B 站也低了许多，毛利率高达 81% ，净利润率也有 28%，比<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/00700\">腾讯</a>的净利润率都更高。</p><p>不过请注意，利润表是最容易发生财务造假的报表。因为它的记账规则是「权责发生制」，跟你日常生活中流水账不同。</p><p>举个例子，假如柴司月收入 10000 ，每个月房租 6000，并且在今天交了未来半年的房租。那么按照权责发生制，柴司这个月的账面支出只算 6000 块，利润是 4000 块。但真实情况是，柴司这个月的流水是－26000 元，连吃散伙饭的钱都要逃单了。</p><p>利用这一规则，一些企业就能在利润表上动手脚。比如乐视的财务造假的手段之一，就是伪造与关联子公司的交易。反正只要签了合同，不管实际上有没有钱进账，都能算作是利润表里面的收入，维持生态化反的假象。</p><p>所以想要更全面的评估一家公司的状况，还要学会看现金流量表。</p><p>现金流量表的计算方式与利润表不同，只有钱真的打到公司账上才能作数，所以很难造假。</p><p>理想情况下，一家成熟的公司应该学会自己赚钱，主要现金流应该来源于主营业务。</p><p>微博显然已经长大成人，目前的业务和广告收入都比较稳定，在 2019 年光靠自己挣来的经营现金流就有 6.31 亿美元。你每刷到一个广告，就给微博贡献了一些现金流。</p><p>但 B 站这种正值高速发展期的互联网公司还处于烧钱换市场的阶段，经营现金流有限，主要靠拿别人的钱过日子。实际上 B 站 2019 年的经营现金流只有 2800 万美元，但活活拿了高达 7.3 亿美元的筹资现金流，是活得相当潇洒的富家公子。</p><p>如果一家公司经营状况不好，又筹不到钱，就只能像这些 A 股上市公司一样，靠挥泪卖房来获得投资现金流了。</p><p>看完这三张表，你就能大概了解摸清公司的真实情况，甚至加深对某个行业的了解。</p><p>比如很多人都认为眼镜店赚钱，但财报会告诉你，眼镜店虽然毛利率虽高，但由于高度依赖线下销售，所以需要付出极高的线下租金成本，净利润率也不到 10%。如果你认为茅台利润率很高，那财报会告诉你——没错，它比你想象得还要高。</p><p>当然，如果想借此判断一个公司是否值得投资，那你还需要对财报做横向和纵向的对比：</p><p>横向是与同行的比较，这能让你大致了解一家公司在市场竞争中的地位。纵向则是指时间上的对比，也就是观察公司连续几年的财报变化情况。比如过去几年 B 站的收入一直高速增长，这就解释了为什么 B 站从 2018 年上市至今股价已经翻了4倍多。而身为成熟企业的微博虽然赚得不少，但市值从 2018 年的最高点至今已经跌去了 2/3。</p><p>最后，你所看到的每张财报最后，都有第三方审计机构提供的审计意见。一份正常、合理的财报，审计意见一般都是「标准无保留意见」。如果审计意见是这四种，那就需要小心了。</p><p>而如果审计机构直接写了「否定意见」或者「无法表示意见」，那么我们建议，与其投资这样的公司，还不如把币直接投给柴司。</p></body></html>","source":"highlight_huxiu","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>B站和微博的财报里藏了哪些信息？</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\">\nB站和微博的财报里藏了哪些信息？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-14 09:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.huxiu.com/article/393638.html><strong>虎嗅</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>这是中国最能杠的社交媒体，和最中二的视频网站，这是它们 2019 年度的财报。无论是在纳斯达克还是深交所、港交所，上市公司都需要定期披露这样的财报，否则就会像瑞幸咖啡一样被强制退市。财报里究竟有哪些门道？B 站和微博的财报里有什么信息？我们和你一起翻开这两张财报，来解答这些问题。财报有一套固定的格式，其中这三张表——资产负债表，利润表，和现金流量表——是所有财报最核心的信息所在。“资产负债表”能让...</p>\n\n<a href=\"https://www.huxiu.com/article/393638.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.huxiucdn.com/article/cover/202011/13/210042837382.jpg?imageView2/1/w/720/h/405/|imageMogr2/strip/interlace/1/quality/85/format/jpg","relate_stocks":{"BILI":"哔哩哔哩"},"source_url":"https://www.huxiu.com/article/393638.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2083830434","content_text":"这是中国最能杠的社交媒体，和最中二的视频网站，这是它们 2019 年度的财报。无论是在纳斯达克还是深交所、港交所，上市公司都需要定期披露这样的财报，否则就会像瑞幸咖啡一样被强制退市。财报里究竟有哪些门道？B 站和微博的财报里有什么信息？我们和你一起翻开这两张财报，来解答这些问题。财报有一套固定的格式，其中这三张表——资产负债表，利润表，和现金流量表——是所有财报最核心的信息所在。“资产负债表”能让你快速了解 B 站和微博到底有哪些家底，以及攒这些家底的钱从哪里来。所有能为公司赚钱的东西，都可以统称为资产。除了现金等流动资产外，B 站最重要的资产是这些游戏和视频的版权，因为 B 站要靠它们留住你的心，再赚走你的钱。这些版权在资产负债表中被归类为无形资产，占到了 B 站总资产的 10.7%。在今年花重金买下《指环王》、《半泽直树》以及英雄联盟全球赛事的独家直播版权之后，B 站无形资产的总额显然会继续上涨。在”靠什么赚钱”这件事儿上，微博显然和 B 站思路不同。微博的无形资产仅占总资产的 0.3% ，除了现金等流动资产外，微博最重要的一类资产是长期投资。微博的投资范围比你想象得更广，涵盖了电商、MCN机构、保险、无人驾驶等多个领域，还在今年收购了“王者荣耀”冠军俱乐部 TS。所有这些都在资产负债表中被归类为长期投资，占到了微博总资产的21%。而在负债方面，无论 B 站还是微博，最主要的债务都是自己发行的公司债。这些债务是公司为了加快扩张速度，向市场上的投资者们主动借的。用负债除以总资产，就能算出公司的负债率，微博和 B 站的负债率都在 50% 左右，属于正常水平。值得一提的是，负债率并不是越低越好，如果借债成本低，那企业完全可以靠借债快速扩张。比如麦当劳和星巴克近两年的负债率都超过了100%，原因之一是想加速扩张。当然世事难料，由于遭遇疫情，这两家公司如今又在大量裁员关店。整体来看，资产负债表就像一张照片，能静态地反映某一时刻公司的整体状况。但要想要知道一家公司在一段时间内到底赚了多少钱，我们就需要看第二张表，利润表。利润表能告诉你一家公司到底到底怎么赚钱，又要付出哪些成本：这里的营业收入是指企业通过主营业务挣的钱，用它减去营业成本，就得到了毛利润。用毛利润减去这一大堆费用，就是一家企业的净利润，这才是每家公司真正赚到的钱。虽然是一家视频公司，但 B 站利润表中 53% 的总收入其实都来源于游戏。这笔生意挣得多，但花得也多，B 站的游戏大多是跟其他厂商联合发行、运营的，所以需要支付大量分成给游戏开发者，还要给负责游戏分发的应用商店洒钱，这部分支出就占据了整体营业成本的 44.6%。至于你正在用的视频业务也很烧钱，因为服务器、带宽费用和版权费用等都是巨大的开支，占到了 B 站营业成本的 34.4%。而你看直播时给的打赏，为了看剧开的大会员，在 B 站的整体收入中占比 24%，并没有游戏赚钱。其余的收入靠广告和电商，分别占到了整体营收的 10% 左右。总体来看，B 站 2019 年收入不低，但成本更高，毛利率只有17.5%，净利润则直接到了负的 1.87 亿美元，一年亏的钱够柴知道花 1000 多年，直接迈入赛博太空时代了。相比而言，微博高达 86.6% 的收入都来源于各式各样的广告。这种商业模式简单粗暴，营业成本相比 B 站也低了许多，毛利率高达 81% ，净利润率也有 28%，比苹果、亚马逊、腾讯的净利润率都更高。不过请注意，利润表是最容易发生财务造假的报表。因为它的记账规则是「权责发生制」，跟你日常生活中流水账不同。举个例子，假如柴司月收入 10000 ，每个月房租 6000，并且在今天交了未来半年的房租。那么按照权责发生制，柴司这个月的账面支出只算 6000 块，利润是 4000 块。但真实情况是，柴司这个月的流水是－26000 元，连吃散伙饭的钱都要逃单了。利用这一规则，一些企业就能在利润表上动手脚。比如乐视的财务造假的手段之一，就是伪造与关联子公司的交易。反正只要签了合同，不管实际上有没有钱进账，都能算作是利润表里面的收入，维持生态化反的假象。所以想要更全面的评估一家公司的状况，还要学会看现金流量表。现金流量表的计算方式与利润表不同，只有钱真的打到公司账上才能作数，所以很难造假。理想情况下，一家成熟的公司应该学会自己赚钱，主要现金流应该来源于主营业务。微博显然已经长大成人，目前的业务和广告收入都比较稳定，在 2019 年光靠自己挣来的经营现金流就有 6.31 亿美元。你每刷到一个广告，就给微博贡献了一些现金流。但 B 站这种正值高速发展期的互联网公司还处于烧钱换市场的阶段，经营现金流有限，主要靠拿别人的钱过日子。实际上 B 站 2019 年的经营现金流只有 2800 万美元，但活活拿了高达 7.3 亿美元的筹资现金流，是活得相当潇洒的富家公子。如果一家公司经营状况不好，又筹不到钱，就只能像这些 A 股上市公司一样，靠挥泪卖房来获得投资现金流了。看完这三张表，你就能大概了解摸清公司的真实情况，甚至加深对某个行业的了解。比如很多人都认为眼镜店赚钱，但财报会告诉你，眼镜店虽然毛利率虽高，但由于高度依赖线下销售，所以需要付出极高的线下租金成本，净利润率也不到 10%。如果你认为茅台利润率很高，那财报会告诉你——没错，它比你想象得还要高。当然，如果想借此判断一个公司是否值得投资，那你还需要对财报做横向和纵向的对比：横向是与同行的比较，这能让你大致了解一家公司在市场竞争中的地位。纵向则是指时间上的对比，也就是观察公司连续几年的财报变化情况。比如过去几年 B 站的收入一直高速增长，这就解释了为什么 B 站从 2018 年上市至今股价已经翻了4倍多。而身为成熟企业的微博虽然赚得不少，但市值从 2018 年的最高点至今已经跌去了 2/3。最后，你所看到的每张财报最后，都有第三方审计机构提供的审计意见。一份正常、合理的财报，审计意见一般都是「标准无保留意见」。如果审计意见是这四种，那就需要小心了。而如果审计机构直接写了「否定意见」或者「无法表示意见」，那么我们建议，与其投资这样的公司，还不如把币直接投给柴司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}