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踯躅踌躇
10-08
被套了好几年了,好不容易解套,如果明天晚上还是跌,直接抛了。
老虎证券:“中国资产”交易活跃下的优质弹性标的
踯躅踌躇
07-30
妈的,真垃圾!
极兔速递-W07月29日主力资金流出154万元 连续3日减仓
踯躅踌躇
2023-07-22
骗子公司,骗了我几千块钱,终于退市了,可高兴了。
抱歉,原内容已删除
踯躅踌躇
2022-05-23
天大的好消息,骗子公司,争取早点破产,2000块算是孙昌勋的棺材费
抱歉,原内容已删除
踯躅踌躇
2022-05-23
垃圾公司去死吧
抱歉,原内容已删除
踯躅踌躇
2022-02-16
亏惨啦,当送给孙昌勋的棺材本,吃一堑长一智。
容联云将于1月18日举办虚拟投资者会议
踯躅踌躇
2021-08-18
反正股票是连续跌了几天了
涂鸦智能:Q2营收8470万美元,同比增长118%
踯躅踌躇
2021-08-18
$容联云(RAAS)$
今天晚上涨了,他明天晚上又要开始跌了[捂脸] [捂脸] [捂脸]
踯躅踌躇
2021-05-05
$容联云(RAAS)$
终于跌破10块了,加油,过半年退市
踯躅踌躇
2021-04-20
垃圾公司,上市圈钱,最高69跌倒现在的10块钱
抱歉,原内容已删除
踯躅踌躇
2021-04-19
$容联云(RAAS)$
每天来看都是那样,就连上涨的次数都少得可怜。[汗颜]
踯躅踌躇
2021-04-17
$容联云(RAAS)$
你的**简直超乎了我的想象。
踯躅踌躇
2021-04-16
$容联云(RAAS)$
果然每天晚上来看都给一个惊喜啊,天天都在跌,也好锻炼了我的心态。
踯躅踌躇
2021-04-14
$容联云(RAAS)$
就当花钱买教训吧,毕竟股市10个人8个输,一个人不赚不亏,只有一个人能赚钱。吃一堑长一智,就当作自己未来的一部分资产吧,48进的,打算一直留着。
踯躅踌躇
2021-03-26
跌惨了,现在还在49高位等着他退市,做他的大股东
容联云2020年营收7.68亿元人民币,同比增长18.1%
去老虎APP查看更多动态
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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老虎证券:“中国资产”交易活跃下的优质弹性标的\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\">2024-10-08 10:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>文章来源:中金公司</em></p><p><strong>投资建议</strong></p><p>我们看好老虎受益于包括中概美股、港股及A股等在内的“中国资产”的交易活跃,同时公司自身国际化拓展稳步推进、产品生态愈发完善、盈利稳健性不断夯实,有望在市场向上周期中迎来业绩及估值的双升。</p><p><strong>理由</strong></p><p><strong>公司股价近期在涨什么?</strong>老虎近三周上涨262%,我们认为主要受益于中概及恒生科技的反弹、且公司原先更小的市值具备更高弹性。公司今年YTD客户交易量结构中美股(尤其是Mega7)贡献近九成,但中国香港市场2Q24贡献新增入金用户数的15%、且客户质量保持较高水平、客户资产环比翻倍;受益于中国资产的活跃,老虎9/23-9/27整周交易账户数量和交易订单数量创两年内新高,其中港股成交额/交易账户数分别较前一周+221%/+114%均达两年内最高、A股成交额+533%/交易股数+659%。</p><p><strong>港美股对公司的弹性测算?</strong>老虎作为同时支持中概美股、港股、A股(陆股通)等“中国资产”以及美国科技股交易的零售券商,其业绩显著受益于市场反弹及交易活跃,体现在新获客加速/单位成本下降、客户净入金增加、持仓市值随市上涨、交易换手率大幅提升等;特别地,即使美股市场表现乏力,公司仍受益于波动市场下换手提升、以及客户在美/港/A股通间的交易腾挪。敏感性分析:在客户总资产规模不变情形下,换手率每提升2x、盈利增速+37ppt;实际上,若考虑市场活跃下两融/衍生品需求增加、单位成本下降提升利润率等因素,我们认为公司的盈利增速或将更高。</p><p><strong>如何看待公司当前估值</strong>?基于客户综合换手率14x、客户总资产规模45%增速的假设,老虎当前交易于27x/19x 24/25e P/E,若将其客户换手率从14x上修至20x、则对应不到11x 25e P/E,对比同业可比公司<a href=\"https://laohu8.com/S/HOOD\">Robinhood</a> 35x/盈透20x 25e P/E仍有提升空间。</p><p><strong>后续还有哪些催化?</strong>关注公司包括虚拟资产/VATP等在内的新产品/新牌照上线进展、在服务零售投资者外的机构客户服务模式拓展、中国香港以及新加坡等东南亚地区的获客数据披露、潜在的全年新增获客指引上调、港美股市场活跃等。此外,公司2Q24计提港股股票质押减值约1,320万美元,假若后续冲回减值,我们预计其亦将在一定程度上提升公司盈利。</p><p><strong>盈利预测与估值</strong></p><p>老虎当前交易于27x/19x 24/25e P/E。我们维持24/25年盈利0.71/1.02亿美元及目标价20美元不变,对应44x/31x 24/25e P/E及61%上行空间;维持跑赢行业评级。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4dc07ee61db7080412aa8876596e51c5","relate_stocks":{"TIGR":"老虎证券"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155653694","content_text":"文章来源:中金公司投资建议我们看好老虎受益于包括中概美股、港股及A股等在内的“中国资产”的交易活跃,同时公司自身国际化拓展稳步推进、产品生态愈发完善、盈利稳健性不断夯实,有望在市场向上周期中迎来业绩及估值的双升。理由公司股价近期在涨什么?老虎近三周上涨262%,我们认为主要受益于中概及恒生科技的反弹、且公司原先更小的市值具备更高弹性。公司今年YTD客户交易量结构中美股(尤其是Mega7)贡献近九成,但中国香港市场2Q24贡献新增入金用户数的15%、且客户质量保持较高水平、客户资产环比翻倍;受益于中国资产的活跃,老虎9/23-9/27整周交易账户数量和交易订单数量创两年内新高,其中港股成交额/交易账户数分别较前一周+221%/+114%均达两年内最高、A股成交额+533%/交易股数+659%。港美股对公司的弹性测算?老虎作为同时支持中概美股、港股、A股(陆股通)等“中国资产”以及美国科技股交易的零售券商,其业绩显著受益于市场反弹及交易活跃,体现在新获客加速/单位成本下降、客户净入金增加、持仓市值随市上涨、交易换手率大幅提升等;特别地,即使美股市场表现乏力,公司仍受益于波动市场下换手提升、以及客户在美/港/A股通间的交易腾挪。敏感性分析:在客户总资产规模不变情形下,换手率每提升2x、盈利增速+37ppt;实际上,若考虑市场活跃下两融/衍生品需求增加、单位成本下降提升利润率等因素,我们认为公司的盈利增速或将更高。如何看待公司当前估值?基于客户综合换手率14x、客户总资产规模45%增速的假设,老虎当前交易于27x/19x 24/25e P/E,若将其客户换手率从14x上修至20x、则对应不到11x 25e P/E,对比同业可比公司Robinhood 35x/盈透20x 25e P/E仍有提升空间。后续还有哪些催化?关注公司包括虚拟资产/VATP等在内的新产品/新牌照上线进展、在服务零售投资者外的机构客户服务模式拓展、中国香港以及新加坡等东南亚地区的获客数据披露、潜在的全年新增获客指引上调、港美股市场活跃等。此外,公司2Q24计提港股股票质押减值约1,320万美元,假若后续冲回减值,我们预计其亦将在一定程度上提升公司盈利。盈利预测与估值老虎当前交易于27x/19x 24/25e P/E。我们维持24/25年盈利0.71/1.02亿美元及目标价20美元不变,对应44x/31x 24/25e P/E及61%上行空间;维持跑赢行业评级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332936086630448,"gmtCreate":1722310158822,"gmtModify":1722310326621,"author":{"id":"3568441126837615","authorId":"3568441126837615","name":"踯躅踌躇","avatar":"https://static.tigerbbs.com/c51deb88e1b273ebe4a795dba0242a26","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568441126837615","authorIdStr":"3568441126837615"},"themes":[],"htmlText":"妈的,真垃圾!","listText":"妈的,真垃圾!","text":"妈的,真垃圾!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332936086630448","repostId":"2455163349","repostType":2,"repost":{"id":"2455163349","kind":"news","pubTimestamp":1722240960,"share":"https://www.laohu8.com/m/news/2455163349?lang=&edition=full","pubTime":"2024-07-29 16:16","market":"hk","language":"zh","title":"极兔速递-W07月29日主力资金流出154万元 连续3日减仓","url":"https://stock-news.laohu8.com/highlight/detail?id=2455163349","media":"自选股智能写手","summary":"07月29日, 极兔速递-W股价跌3.03%,报收6.09元,成交金额3565万元,换手率0.07%,振幅4.30%,量比1.07。极兔速递-W今日主力资金净流出154万元,连续3日净流出,上一交易日主力净流出156万元,今日环比减少1.28%。近一年数据显示,该股主力连续3日净流出后,次日下跌概率为28.57%,平均跌幅为1.01%。该股近5个交易日下跌10.96%,主力资金累计净流出1134万元,其中1个交易日为股价上涨时净流出;近20日主力资金累计净流出1417万元,其中净流出天数为11日。","content":"<html><body><article><p>07月29日, <a href=\"https://laohu8.com/S/01519\">极兔速递-W</a>股价跌3.03%,报收6.09元,成交金额3565万元,<span>换手率</span>0.07%,振幅4.30%,<span>量比</span>1.07。</p><p>极兔速递-W今日主力资金(超大单+大单)净流出154万元,连续3日净流出,上一交易日主力净流出156万元,今日环比减少1.28%。</p><p>近一年数据显示,该股主力连续3日净流出后,次日下跌概率为28.57%,平均跌幅为1.01%。</p><p>该股近5个交易日下跌10.96%,主力资金累计净流出1134万元,其中1个交易日为股价上涨时净流出;近20日主力资金累计净流出1417万元,其中净流出天数为11日。</p><p>|07月29日主力加仓幅度前10个股||#|股票简称|主力净额占比|#|<a href=\"https://laohu8.com/S/01010\">天玺曜11</a>|3.18%|#|<a href=\"https://laohu8.com/S/01354\">经发物业</a>|1.72%|#|<a href=\"https://laohu8.com/S/08428\">国茂控股</a>|1.71%|#|<a href=\"https://laohu8.com/S/06918\">奇士达</a>|1.40%|#|<a href=\"https://laohu8.com/S/01134\">恒发光学</a>|1.36%|#|<a href=\"https://laohu8.com/S/02433\">中天湖南集团</a>|1.07%|#|PACIFICLEGEND|1.05%|#|<a href=\"https://laohu8.com/S/02451\">绿源集团控股</a>|0.97%|#|<a href=\"https://laohu8.com/S/00616\">高山企业</a>|0.96%|#|<a href=\"https://laohu8.com/S/01355\">朸浚国际</a>|0.91%|</p><p>(以上内容为<a href=\"https://laohu8.com/S/00700\">腾讯</a>自选股基于公开消息,由程序或算法<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)</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>极兔速递-W07月29日主力资金流出154万元 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极兔速递-W股价跌3.03%,报收6.09元,成交金额3565万元,换手率0.07%,振幅4.30%,量比1.07。极兔速递-W今日主力资金(超大单+大单)净流出154万元,连续3日净流出,上一交易日主力净流出156万元,今日环比减少1.28%。近一年数据显示,该股主力连续3日净流出后,次日下跌概率为28.57%,平均跌幅为1.01%。该股近5个交易日下跌10.96%,主力资金累计...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202407291616259565826d&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01519":"极兔速递-W","BK1151":"航空货运与物流"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202407291616259565826d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2455163349","content_text":"07月29日, 极兔速递-W股价跌3.03%,报收6.09元,成交金额3565万元,换手率0.07%,振幅4.30%,量比1.07。极兔速递-W今日主力资金(超大单+大单)净流出154万元,连续3日净流出,上一交易日主力净流出156万元,今日环比减少1.28%。近一年数据显示,该股主力连续3日净流出后,次日下跌概率为28.57%,平均跌幅为1.01%。该股近5个交易日下跌10.96%,主力资金累计净流出1134万元,其中1个交易日为股价上涨时净流出;近20日主力资金累计净流出1417万元,其中净流出天数为11日。|07月29日主力加仓幅度前10个股||#|股票简称|主力净额占比|#|天玺曜11|3.18%|#|经发物业|1.72%|#|国茂控股|1.71%|#|奇士达|1.40%|#|恒发光学|1.36%|#|中天湖南集团|1.07%|#|PACIFICLEGEND|1.05%|#|绿源集团控股|0.97%|#|高山企业|0.96%|#|朸浚国际|0.91%|(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)","news_type":1},"isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":200704722259976,"gmtCreate":1690036429892,"gmtModify":1690036432328,"author":{"id":"3568441126837615","authorId":"3568441126837615","name":"踯躅踌躇","avatar":"https://static.tigerbbs.com/c51deb88e1b273ebe4a795dba0242a26","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568441126837615","authorIdStr":"3568441126837615"},"themes":[],"htmlText":"骗子公司,骗了我几千块钱,终于退市了,可高兴了。","listText":"骗子公司,骗了我几千块钱,终于退市了,可高兴了。","text":"骗子公司,骗了我几千块钱,终于退市了,可高兴了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/200704722259976","repostId":"2336327901","repostType":2,"isVote":1,"tweetType":1,"viewCount":1017,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":614996772,"gmtCreate":1653313768097,"gmtModify":1653313768097,"author":{"id":"3568441126837615","authorId":"3568441126837615","name":"踯躅踌躇","avatar":"https://static.tigerbbs.com/c51deb88e1b273ebe4a795dba0242a26","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568441126837615","authorIdStr":"3568441126837615"},"themes":[],"htmlText":"天大的好消息,骗子公司,争取早点破产,2000块算是孙昌勋的棺材费","listText":"天大的好消息,骗子公司,争取早点破产,2000块算是孙昌勋的棺材费","text":"天大的好消息,骗子公司,争取早点破产,2000块算是孙昌勋的棺材费","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/614996772","repostId":"2237386866","repostType":2,"isVote":1,"tweetType":1,"viewCount":1361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":614034425,"gmtCreate":1653280885067,"gmtModify":1653284824777,"author":{"id":"3568441126837615","authorId":"3568441126837615","name":"踯躅踌躇","avatar":"https://static.tigerbbs.com/c51deb88e1b273ebe4a795dba0242a26","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568441126837615","authorIdStr":"3568441126837615"},"themes":[],"htmlText":"垃圾公司去死吧","listText":"垃圾公司去死吧","text":"垃圾公司去死吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/614034425","repostId":"2236726141","repostType":2,"isVote":1,"tweetType":1,"viewCount":1375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638996687,"gmtCreate":1645016139414,"gmtModify":1645016139414,"author":{"id":"3568441126837615","authorId":"3568441126837615","name":"踯躅踌躇","avatar":"https://static.tigerbbs.com/c51deb88e1b273ebe4a795dba0242a26","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568441126837615","authorIdStr":"3568441126837615"},"themes":[],"htmlText":"亏惨啦,当送给孙昌勋的棺材本,吃一堑长一智。","listText":"亏惨啦,当送给孙昌勋的棺材本,吃一堑长一智。","text":"亏惨啦,当送给孙昌勋的棺材本,吃一堑长一智。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638996687","repostId":"2203718486","repostType":2,"repost":{"id":"2203718486","kind":"news","pubTimestamp":1642144796,"share":"https://www.laohu8.com/m/news/2203718486?lang=&edition=full","pubTime":"2022-01-14 15:19","market":"us","language":"zh","title":"容联云将于1月18日举办虚拟投资者会议","url":"https://stock-news.laohu8.com/highlight/detail?id=2203718486","media":"美股研究社","summary":"美股研究社消息,北京时间2022年1月12日,中国领先的多业务云通讯服务商容联云(RAAS)宣布,公司将于北京时间2022年1月18日星期二上午9点(美国东部时间2022年1月17日星期一晚上8点)举办虚拟投资者会议。会议将包括由容联云首席财务官李亦鹏主持的演示和常见问题解答,以讨论公司的最新业务发展、市场机会和未来增长计划。与会者还将有机会与管理团队进行现场问答。","content":"<html><body><article><p>美股研究社消息,北京时间2022年1月12日,中国领先的多业务云通讯服务商<a href=\"https://laohu8.com/S/RAAS\">容联云</a>(RAAS)宣布,公司将于北京时间2022年1月18日星期二上午9点(美国东部时间2022年1月17日星期一晚上8点)举办虚拟投资者会议。</p><p>会议将包括由容联云首席财务官李亦鹏主持的演示和常见问题解答,以讨论公司的最新业务发展、市场机会和未来增长计划。与会者还将有机会与管理团队进行现场问答。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/14421958197/0\"/></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 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201141521507a231627&s=b><strong>美股研究社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美股研究社消息,北京时间2022年1月12日,中国领先的多业务云通讯服务商容联云(RAAS)宣布,公司将于北京时间2022年1月18日星期二上午9点(美国东部时间2022年1月17日星期一晚上8点)举办虚拟投资者会议。会议将包括由容联云首席财务官李亦鹏主持的演示和常见问题解答,以讨论公司的最新业务发展、市场机会和未来增长计划。与会者还将有机会与管理团队进行现场问答。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201141521507a231627&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/f73e1c908efc5972b5b6e484e19b0d22","relate_stocks":{"BK4509":"腾讯概念","BK4528":"SaaS概念","BK4023":"应用软件"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201141521507a231627&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2203718486","content_text":"美股研究社消息,北京时间2022年1月12日,中国领先的多业务云通讯服务商容联云(RAAS)宣布,公司将于北京时间2022年1月18日星期二上午9点(美国东部时间2022年1月17日星期一晚上8点)举办虚拟投资者会议。会议将包括由容联云首席财务官李亦鹏主持的演示和常见问题解答,以讨论公司的最新业务发展、市场机会和未来增长计划。与会者还将有机会与管理团队进行现场问答。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":831910299,"gmtCreate":1629278563411,"gmtModify":1629278563411,"author":{"id":"3568441126837615","authorId":"3568441126837615","name":"踯躅踌躇","avatar":"https://static.tigerbbs.com/c51deb88e1b273ebe4a795dba0242a26","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568441126837615","authorIdStr":"3568441126837615"},"themes":[],"htmlText":"反正股票是连续跌了几天了","listText":"反正股票是连续跌了几天了","text":"反正股票是连续跌了几天了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831910299","repostId":"1180729242","repostType":4,"repost":{"id":"1180729242","kind":"news","pubTimestamp":1629277575,"share":"https://www.laohu8.com/m/news/1180729242?lang=&edition=full","pubTime":"2021-08-18 17:06","market":"us","language":"zh","title":"涂鸦智能:Q2营收8470万美元,同比增长118%","url":"https://stock-news.laohu8.com/highlight/detail?id=1180729242","media":"智通财经网","summary":"公司整体毛利率达到42.2%,对比第一季度保持稳定。","content":"<p>8月18日,全球化IoT开发平台<a href=\"https://laohu8.com/S/TUYA\">涂鸦智能</a>公布了2021年第二季度未经审计的财报。财报显示,第二季度,涂鸦智能各项关键营收数据持续增长,公司总收入为8,470万美元,同比增长约118%。</p>\n<p>其中,IoT PaaS营收同比增长约163.9%,达到7,690万美元;</p>\n<p>SaaS及其他收入同比增长约171.4%,达到340万美元;</p>\n<p>公司整体毛利率达到42.2%,对比第一季度保持稳定。</p>\n<p><img src=\"https://static.tigerbbs.com/876557dfc38f018b456b0e8230a7488a\" tg-width=\"1080\" tg-height=\"3206\" referrerpolicy=\"no-referrer\"></p>\n<p>涂鸦智能创始人兼CEO王学集表示:“我们看到第二季度的业务强劲增长,尽管宏观环境的不利因素正在影响行业,但我们的增长战略表现不俗。在本季度,我们持续提供完整且高性价比的物联网服务以及独特的解决方案,强化客户在各自行业的竞争力,帮助他们应对芯片荒、迅速抢占市场,成为智能商业领域的领导者。”</p>\n<p><b>业绩迅速增长,开拓全新品类</b></p>\n<p>截至2021年6月30日,过去连续12个月贡献超过100,000美元收入的IoT PaaS优质客户(Premium customer),从2021年第一季度末的216个增长至285个,在本季度合计贡献约86.6%的IoT PaaS收入。第二季度中,IoT PaaS新客增长超过700家,IoT PaaS客户总数同比增长113%。总体赋能品牌客户数从上季度末的 3,000 多个进一步增加至 3,300 多个。</p>\n<p>截至2021年6月30日过去12个月内,涂鸦智能的IoT PaaS业务收入净扩张率(DBNER)达到211%,自追踪该指标以来已经连续第7个季度远超行业平均水平。</p>\n<p>第二季度,涂鸦智能全品牌、全品类接入能力进一步发力。凭借丰富的Powered by Tuya设备生态与强网络效应,赋能支持的设备SKUs数已从第一季度末的31万个增加到第二季度末的41万个。另一方面,涂鸦智能的平台注册开发者数量再创新高,从2021年第一季度的32万多名,增长为2021年第二季度的38万4000名。</p>\n<p><img src=\"https://static.tigerbbs.com/020b569a588b914a4ef052718e14bc91\" tg-width=\"1080\" tg-height=\"3900\" referrerpolicy=\"no-referrer\"></p>\n<p><b>第二增长曲线,反映行业强劲智能化需求</b></p>\n<p>随着各行各业智能化需求激增,涂鸦智能的SaaS业务在第二季度迅速增长,以智慧酒店和公寓SaaS为例,客户续签率保持在90%的水平。而在智慧社区SaaS方面,在第二季度,有数家头部国内和中国香港的综合型地产集团与涂鸦开启了合作。</p>\n<p>值得一提的是,涂鸦智能在第二季度正式发布了自助设备SaaS,探索自助共享、无人自动化场景的可能性。</p>\n<p>基于涂鸦IoT开发平台多元的设备品类、行业解决方案与开发者生态,涂鸦智慧商业SaaS与IoT PaaS业务齐头并进,在第二季度交出了亮眼的成绩单。</p>\n<p><img src=\"https://static.tigerbbs.com/b7af9fd35bff91fbd7ce4f2b9edb8224\" tg-width=\"646\" tg-height=\"2132\" referrerpolicy=\"no-referrer\"></p>\n<p><b>深耕高端制造,持续投资硬科技创新</b></p>\n<p>涂鸦智能在第二季度推出“超级工厂计划”、“替芯计划”,助推高端制造,赋能中小企业数字化转型。</p>\n<p>整体而言,聚焦研发创新始终是涂鸦智能的战略重心。2021年第二季度,截至2021年6月30日,涂鸦智能的员工人数从第一季度末的2,900人左右增长至超过3,550人,其中研发团队占比仍超70%,为未来的高速增长奠定坚实基础。</p>\n<p>展望第三季度,涂鸦智能将横向在各品类持续推陈出新,纵向在各场景深掘智能化的深度,赋予万物智联更丰富的内涵,赋能全行业与品类智能化,以硬科技助力更多企业实现商业模式升级。</p>","source":"highlight_zhitongcaijin","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>涂鸦智能:Q2营收8470万美元,同比增长118%</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涂鸦智能:Q2营收8470万美元,同比增长118%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-18 17:06 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/538269.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月18日,全球化IoT开发平台涂鸦智能公布了2021年第二季度未经审计的财报。财报显示,第二季度,涂鸦智能各项关键营收数据持续增长,公司总收入为8,470万美元,同比增长约118%。\n其中,IoT PaaS营收同比增长约163.9%,达到7,690万美元;\nSaaS及其他收入同比增长约171.4%,达到340万美元;\n公司整体毛利率达到42.2%,对比第一季度保持稳定。\n\n涂鸦智能创始人兼...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/538269.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/67da7e39a85d6b127388d4e1703669ee","relate_stocks":{"TUYA":"涂鸦智能"},"source_url":"https://www.zhitongcaijing.com/content/detail/538269.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1180729242","content_text":"8月18日,全球化IoT开发平台涂鸦智能公布了2021年第二季度未经审计的财报。财报显示,第二季度,涂鸦智能各项关键营收数据持续增长,公司总收入为8,470万美元,同比增长约118%。\n其中,IoT PaaS营收同比增长约163.9%,达到7,690万美元;\nSaaS及其他收入同比增长约171.4%,达到340万美元;\n公司整体毛利率达到42.2%,对比第一季度保持稳定。\n\n涂鸦智能创始人兼CEO王学集表示:“我们看到第二季度的业务强劲增长,尽管宏观环境的不利因素正在影响行业,但我们的增长战略表现不俗。在本季度,我们持续提供完整且高性价比的物联网服务以及独特的解决方案,强化客户在各自行业的竞争力,帮助他们应对芯片荒、迅速抢占市场,成为智能商业领域的领导者。”\n业绩迅速增长,开拓全新品类\n截至2021年6月30日,过去连续12个月贡献超过100,000美元收入的IoT PaaS优质客户(Premium customer),从2021年第一季度末的216个增长至285个,在本季度合计贡献约86.6%的IoT PaaS收入。第二季度中,IoT PaaS新客增长超过700家,IoT PaaS客户总数同比增长113%。总体赋能品牌客户数从上季度末的 3,000 多个进一步增加至 3,300 多个。\n截至2021年6月30日过去12个月内,涂鸦智能的IoT PaaS业务收入净扩张率(DBNER)达到211%,自追踪该指标以来已经连续第7个季度远超行业平均水平。\n第二季度,涂鸦智能全品牌、全品类接入能力进一步发力。凭借丰富的Powered by Tuya设备生态与强网络效应,赋能支持的设备SKUs数已从第一季度末的31万个增加到第二季度末的41万个。另一方面,涂鸦智能的平台注册开发者数量再创新高,从2021年第一季度的32万多名,增长为2021年第二季度的38万4000名。\n\n第二增长曲线,反映行业强劲智能化需求\n随着各行各业智能化需求激增,涂鸦智能的SaaS业务在第二季度迅速增长,以智慧酒店和公寓SaaS为例,客户续签率保持在90%的水平。而在智慧社区SaaS方面,在第二季度,有数家头部国内和中国香港的综合型地产集团与涂鸦开启了合作。\n值得一提的是,涂鸦智能在第二季度正式发布了自助设备SaaS,探索自助共享、无人自动化场景的可能性。\n基于涂鸦IoT开发平台多元的设备品类、行业解决方案与开发者生态,涂鸦智慧商业SaaS与IoT PaaS业务齐头并进,在第二季度交出了亮眼的成绩单。\n\n深耕高端制造,持续投资硬科技创新\n涂鸦智能在第二季度推出“超级工厂计划”、“替芯计划”,助推高端制造,赋能中小企业数字化转型。\n整体而言,聚焦研发创新始终是涂鸦智能的战略重心。2021年第二季度,截至2021年6月30日,涂鸦智能的员工人数从第一季度末的2,900人左右增长至超过3,550人,其中研发团队占比仍超70%,为未来的高速增长奠定坚实基础。\n展望第三季度,涂鸦智能将横向在各品类持续推陈出新,纵向在各场景深掘智能化的深度,赋予万物智联更丰富的内涵,赋能全行业与品类智能化,以硬科技助力更多企业实现商业模式升级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":833654864,"gmtCreate":1629242204858,"gmtModify":1629242204858,"author":{"id":"3568441126837615","authorId":"3568441126837615","name":"踯躅踌躇","avatar":"https://static.tigerbbs.com/c51deb88e1b273ebe4a795dba0242a26","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568441126837615","authorIdStr":"3568441126837615"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a>今天晚上涨了,他明天晚上又要开始跌了[捂脸] [捂脸] [捂脸] ","listText":"<a href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a>今天晚上涨了,他明天晚上又要开始跌了[捂脸] [捂脸] [捂脸] 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href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a>你的**简直超乎了我的想象。","text":"$容联云(RAAS)$你的**简直超乎了我的想象。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370488621","isVote":1,"tweetType":1,"viewCount":2309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370613652,"gmtCreate":1618580451376,"gmtModify":1618580451376,"author":{"id":"3568441126837615","authorId":"3568441126837615","name":"踯躅踌躇","avatar":"https://static.tigerbbs.com/c51deb88e1b273ebe4a795dba0242a26","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568441126837615","authorIdStr":"3568441126837615"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a>果然每天晚上来看都给一个惊喜啊,天天都在跌,也好锻炼了我的心态。","listText":"<a 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href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a> 就当花钱买教训吧,毕竟股市10个人8个输,一个人不赚不亏,只有一个人能赚钱。吃一堑长一智,就当作自己未来的一部分资产吧,48进的,打算一直留着。","text":"$容联云(RAAS)$ 就当花钱买教训吧,毕竟股市10个人8个输,一个人不赚不亏,只有一个人能赚钱。吃一堑长一智,就当作自己未来的一部分资产吧,48进的,打算一直留着。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/344240888","isVote":1,"tweetType":1,"viewCount":2343,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575000374358363","authorId":"3575000374358363","name":"Borui","avatar":"https://static.tigerbbs.com/a22e73c6d20840bd1baa9e6791b7fce7","crmLevel":1,"crmLevelSwitch":0,"idStr":"3575000374358363","authorIdStr":"3575000374358363"},"content":"我还记得这个股 我刚开盘买的 涨了20%我出了","text":"我还记得这个股 我刚开盘买的 涨了20%我出了","html":"我还记得这个股 我刚开盘买的 涨了20%我出了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356364473,"gmtCreate":1616757373592,"gmtModify":1616757373592,"author":{"id":"3568441126837615","authorId":"3568441126837615","name":"踯躅踌躇","avatar":"https://static.tigerbbs.com/c51deb88e1b273ebe4a795dba0242a26","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568441126837615","authorIdStr":"3568441126837615"},"themes":[],"htmlText":"跌惨了,现在还在49高位等着他退市,做他的大股东","listText":"跌惨了,现在还在49高位等着他退市,做他的大股东","text":"跌惨了,现在还在49高位等着他退市,做他的大股东","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356364473","repostId":"1151187593","repostType":4,"repost":{"id":"1151187593","kind":"news","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":1616756537,"share":"https://www.laohu8.com/m/news/1151187593?lang=&edition=full","pubTime":"2021-03-26 19:02","market":"hk","language":"zh","title":"容联云2020年营收7.68亿元人民币,同比增长18.1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1151187593","media":"老虎资讯综合","summary":"容联云发布2020年四季度及全年财报:2020年四季度营收2.59亿元人民币,同比增长15.5%,环比增长35.2%。2020年营收7.68亿元人民币,同比增长18.1%。云联络中心业务势头迅猛,全年","content":"<p><a href=\"https://laohu8.com/S/RAAS\">容联云</a>发布2020年四季度及全年财报:</p><p>2020年四季度营收2.59亿元人民币,同比增长15.5%,环比增长35.2%。</p><p>2020年营收7.68亿元人民币,同比增长18.1%。</p><p>云联络中心业务势头迅猛,全年同比增长41.2%,Q4同比增长74%。</p><p><img src=\"https://static.tigerbbs.com/94350a8edd41557ef7891a4d027cb29f\" tg-width=\"1080\" tg-height=\"8600\" 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>容联云2020年营收7.68亿元人民币,同比增长18.1%</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{ 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19:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/RAAS\">容联云</a>发布2020年四季度及全年财报:</p><p>2020年四季度营收2.59亿元人民币,同比增长15.5%,环比增长35.2%。</p><p>2020年营收7.68亿元人民币,同比增长18.1%。</p><p>云联络中心业务势头迅猛,全年同比增长41.2%,Q4同比增长74%。</p><p><img src=\"https://static.tigerbbs.com/94350a8edd41557ef7891a4d027cb29f\" tg-width=\"1080\" tg-height=\"8600\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0cb9f6d57503fdbe936ee8a3810a0316","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151187593","content_text":"容联云发布2020年四季度及全年财报:2020年四季度营收2.59亿元人民币,同比增长15.5%,环比增长35.2%。2020年营收7.68亿元人民币,同比增长18.1%。云联络中心业务势头迅猛,全年同比增长41.2%,Q4同比增长74%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":833654864,"gmtCreate":1629242204858,"gmtModify":1629242204858,"author":{"id":"3568441126837615","authorId":"3568441126837615","name":"踯躅踌躇","avatar":"https://static.tigerbbs.com/c51deb88e1b273ebe4a795dba0242a26","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568441126837615","authorIdStr":"3568441126837615"},"themes":[],"htmlText":"<a 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11:54","market":"us","language":"zh","title":"容联驾云快跑","url":"https://stock-news.laohu8.com/highlight/detail?id=2128496897","media":"21世纪商业评论","summary":"今年2月,“中国SaaS赴美上市第一股”诞生,智能通讯云服务商容联云通讯上市首日股价上涨200%,迎来高光时刻。开辟新型通讯产品及服务的时机成熟了,2013年,容联云通讯正式上线。看好赛道前景,红杉资本中国基金、挚信资本等投资机构多轮参投容联云,在资本加持下,公司加速奔跑。财报显示,截至2020年12月底,容联云的活跃用户数为1.3万个,同比增长13%。这意味着,容联云必须更快补齐产品短板,增强产业生态布局。","content":"<div>\n<p>容联云通讯创始人兼CEO孙昌勋文/何己派 编辑/谭璐当App的短信、语音验证码,逐渐渗入每个人的生活,在企业级通讯市场,催生出一门崭新而复杂的生意。今年2月,“中国SaaS赴美上市第一股”诞生,智能通讯云服务商容联云通讯上市首日股价上涨200%,迎来高光时刻。一言蔽之,容联云做的是通讯“送水人”的角色。基于云计算和AI系列技术,为企业、政府客户提供通讯及数字化服务,公司的主营业务,包括语音、短信等...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104191155107992ac0d&s=b\">Web Link</a>\n\n</div>\n","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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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容联驾云快跑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-19 11:54 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104191155107992ac0d&s=b><strong>21世纪商业评论</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>容联云通讯创始人兼CEO孙昌勋文/何己派 编辑/谭璐当App的短信、语音验证码,逐渐渗入每个人的生活,在企业级通讯市场,催生出一门崭新而复杂的生意。今年2月,“中国SaaS赴美上市第一股”诞生,智能通讯云服务商容联云通讯上市首日股价上涨200%,迎来高光时刻。一言蔽之,容联云做的是通讯“送水人”的角色。基于云计算和AI系列技术,为企业、政府客户提供通讯及数字化服务,公司的主营业务,包括语音、短信等...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104191155107992ac0d&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/91b33efcdca1c55eb0b94ac42e49cfb6","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104191155107992ac0d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2128496897","content_text":"容联云通讯创始人兼CEO孙昌勋文/何己派 编辑/谭璐当App的短信、语音验证码,逐渐渗入每个人的生活,在企业级通讯市场,催生出一门崭新而复杂的生意。今年2月,“中国SaaS赴美上市第一股”诞生,智能通讯云服务商容联云通讯上市首日股价上涨200%,迎来高光时刻。一言蔽之,容联云做的是通讯“送水人”的角色。基于云计算和AI系列技术,为企业、政府客户提供通讯及数字化服务,公司的主营业务,包括语音、短信等CPaaS通讯能力、云联络中心(CC)、IM、企业移动门户及双录(UC&C)等。按2019年收入计,它是中国最大的多业务云通讯服务商。国内云计算领域巨头林立,业务与企业内部通信相关的,更具知名度的是阿里钉钉、腾讯企业微信,一家新创公司想用技术在窄门里走出宽路,难度不低。如何绕开巨头的正面较量,掘金ToB?通讯上云“37岁创业,还是晚了点。”孙昌勋感叹。创业前,孙昌勋是电信行业的技术高管,在通讯领域一做就是十多年。通讯尚未上云的年代,技术服务都围绕运营商开展,一大批公司的业务寄生于三大运营商的生态网络上,模式单一,利润逐年下滑。孙昌勋觉得,无论企业还是个人,发展都到了瓶颈期。2010年前后,阿里云等IaaS平台迎来不错的开局,云服务最底层的运算存储能力“达标”,承载于其上的PaaS、SaaS层,有了发展技术服务的前提。开辟新型通讯产品及服务的时机成熟了,2013年,容联云通讯正式上线。通俗地说,过去是运营商直接给企业用户提供通讯平台。而容联云的模式,在于整合运营商的网络资源、通讯资源,将通讯功能封装成SDK和API接口,企业和开发者通过简单的互联网接口调用后,整合至自家的应用。“相当于我们跳到了运营商的前面。”孙昌勋说。发展速度远比预想的要快。平台上线不过一个月,第一笔收入就进账了,到2013年年底,容联云服务的客户超过400个。看好赛道前景,红杉资本中国基金、挚信资本等投资机构多轮参投容联云,在资本加持下,公司加速奔跑。“需求是被抑制的。以前运营商的服务门槛高、效率较低,当有了新的服务模式,能很好解决痛点,很快就有大量客户找上门,市场教育的成本并不高。”孙昌勋向《21CBR》记者表示。在收费模式上,容联云主要按调用量收费,拓展市场先从泛互联网客户开始,积累了一批中小型互联网企业客户后,有了行业know-how能力,再去敲大客户的门,并通过攻克行业头部客户树立标杆案例。容联云CPO熊谢刚告诉《21CBR》记者,“进入一个新行业,开始会有大量定制化需求,但沉淀大概5个以上的重点客户以后,行业共性的需求点基本就能摸索出来,做的客户越多,标准化程度就越高。”以银行为例,因为其业务复杂性高,ToC特征强,且竞争激烈,对新技术的应用意愿强烈,是容联云重点布局的行业之一。拓客路线也很清晰:先重点覆盖股份制商业银行的头部客户,而后往上争取难度更大的国有六大行,往下拓展数千家城商行、农商行等偏中小型的客户。通讯上云,降本增效的作用尤其体现在人力损耗较大的营销环节。比如某银行,信用卡办卡激活、分期的电话营销外呼,采用外包模式,一天的外呼量上亿次,过去得靠上万个人工席位来解决,其中还涉及大量客户画像分析等问题。引入智能化场景后,借助外呼机器人,其与传统人工的效能比,可以达到1:3或以上水平,降低了人员成本,进而改变业务形态。财报显示,截至2020年12月底,容联云的活跃用户数为1.3万个,同比增长13%。增厚家底相较其他云通讯厂商专攻某一领域,容联云走的是多产品全线发展路线,也是国内唯一能提供一站式解决方案的企业。在收入规模上,CPaaS的营收占比过半,其次是CC,最后是UC&C解决方案。高毛利的CC业务,是公司接下来的发展重点。4年前,孙昌勋就做出了一个判断,通讯4.0时代会从“云”走向“智能化”。“我们自身的格局得大一点。我们希望能打破通讯的边界,作为参与方进入企业数字化改造过程。”孙昌勋说,“不局限在解决企业和客户沟通的问题,而是把目光放到营销、生产和运营的数字化改造上,那样我们的天花板就会更高。”这意味着,容联云必须更快补齐产品短板,增强产业生态布局。今年3月,容联云宣布收购客户关系管理软件(CRM)服务商过河兵科技。后者在联络中心CRM行业常年市占率第一,尤其在保险行业优势明显,恰是容联云布局较少又亟需重点覆盖的领域。收购完成后,容联云从通讯资源层、CC平台、智能化中台再到智能化应用,打通了联络中心全产品体系链条。熊谢刚表示,公司虽是多产品路线,但通讯始终是贯穿整个体系的主线。一项业务是选择自研还是并购,会综合赛道发展、公司能力和资源来判断。“如果有一定的时间窗口,我们更愿意投入人力和资源自己做,但如果赛道发展已经达到比较激烈的程度,会考虑用更快、成本更低的方式切入。”云计算公司都会面临持续亏损的问题,容联云也不例外。现阶段,孙昌勋认为,市场覆盖程度是公司追求的主要目标,通讯仍处于云服务改造的早期阶段,过早追求盈利,会拖累产品厚度和市场拓展的步伐。“不会无限制地亏,都在一个可控范围内。我们期望接下来的两三年,传统业务的盈利能覆盖住创新产品的研发投入,甚至略有盈余。”孙昌勋说。技术投入时常令人“看不到头”,缺钱的时刻,孙昌勋经历过好几次。2020年初的疫情期间,项目型业务霎时暂停,容联云面临现金流大降的尴尬,一个月光上千人的工资就得三四千万,孙昌勋说,那几个月是他压力最大的时候。公司上市那天,孙昌勋有感慨,最大感触是能坚持做成一件事,除了勤奋,更多是靠运气。在一个千亿级规模的市场,做一家几百亿美金的公司,是孙昌勋眼里更现实的目标,“只要我们尽量少犯错,就应该做得到。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370488621,"gmtCreate":1618619935463,"gmtModify":1618619935463,"author":{"id":"3568441126837615","authorId":"3568441126837615","name":"踯躅踌躇","avatar":"https://static.tigerbbs.com/c51deb88e1b273ebe4a795dba0242a26","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568441126837615","authorIdStr":"3568441126837615"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a>你的**简直超乎了我的想象。","listText":"<a href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a>你的**简直超乎了我的想象。","text":"$容联云(RAAS)$你的**简直超乎了我的想象。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370488621","isVote":1,"tweetType":1,"viewCount":2309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370613652,"gmtCreate":1618580451376,"gmtModify":1618580451376,"author":{"id":"3568441126837615","authorId":"3568441126837615","name":"踯躅踌躇","avatar":"https://static.tigerbbs.com/c51deb88e1b273ebe4a795dba0242a26","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568441126837615","authorIdStr":"3568441126837615"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a>果然每天晚上来看都给一个惊喜啊,天天都在跌,也好锻炼了我的心态。","listText":"<a href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a>果然每天晚上来看都给一个惊喜啊,天天都在跌,也好锻炼了我的心态。","text":"$容联云(RAAS)$果然每天晚上来看都给一个惊喜啊,天天都在跌,也好锻炼了我的心态。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370613652","isVote":1,"tweetType":1,"viewCount":4055,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":614996772,"gmtCreate":1653313768097,"gmtModify":1653313768097,"author":{"id":"3568441126837615","authorId":"3568441126837615","name":"踯躅踌躇","avatar":"https://static.tigerbbs.com/c51deb88e1b273ebe4a795dba0242a26","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568441126837615","authorIdStr":"3568441126837615"},"themes":[],"htmlText":"天大的好消息,骗子公司,争取早点破产,2000块算是孙昌勋的棺材费","listText":"天大的好消息,骗子公司,争取早点破产,2000块算是孙昌勋的棺材费","text":"天大的好消息,骗子公司,争取早点破产,2000块算是孙昌勋的棺材费","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/614996772","repostId":"2237386866","repostType":2,"repost":{"id":"2237386866","kind":"news","pubTimestamp":1653302081,"share":"https://www.laohu8.com/m/news/2237386866?lang=&edition=full","pubTime":"2022-05-23 18:34","market":"us","language":"zh","title":"容联云(RAAS.US)因未按时提交年报 收到纳斯达克警示函","url":"https://stock-news.laohu8.com/highlight/detail?id=2237386866","media":"智通财经","summary":"智通财经APP获悉,5月20日,容联云(RAAS.US)宣布收到纳斯达克上市资格部门于2022年5月18日发出的警示函,称容联云不符合纳斯达克上市规则,因为该公司尚未提交截至2021年12月31日财年的年度报告(20-F)。纳斯达克上市规则5250(c)(1)要求纳斯达克上市公司及时提交所有定期报告。","content":"<html><body><p>智通财经APP获悉,5月20日,<a href=\"https://laohu8.com/S/RAAS\">容联云</a>(RAAS.US)宣布收到纳斯达克上市资格部门于2022年5月18日发出的警示函,称容联云不符合纳斯达克上市规则,因为该公司尚未提交截至2021年12月31日财年的年度报告(20-F)。纳斯达克上市规则5250(c)(1)要求纳斯达克上市公司及时提交所有定期报告。</p></body></html>","source":"stock_zhitongcaijing","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>容联云(RAAS.US)因未按时提交年报 收到纳斯达克警示函</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容联云(RAAS.US)因未按时提交年报 收到纳斯达克警示函\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-23 18:34 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/727524.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,5月20日,容联云(RAAS.US)宣布收到纳斯达克上市资格部门于2022年5月18日发出的警示函,称容联云不符合纳斯达克上市规则,因为该公司尚未提交截至2021年12月31日财年的年度报告(20-F)。纳斯达克上市规则5250(c)(1)要求纳斯达克上市公司及时提交所有定期报告。</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/727524.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NDX":"纳斯达克100指数","BK4528":"SaaS概念","BK4023":"应用软件","03086":"华夏纳指","BK4007":"制药","BK4509":"腾讯概念","ARTL":"Artelo Biosciences, Inc."},"source_url":"http://www.zhitongcaijing.com/content/detail/727524.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2237386866","content_text":"智通财经APP获悉,5月20日,容联云(RAAS.US)宣布收到纳斯达克上市资格部门于2022年5月18日发出的警示函,称容联云不符合纳斯达克上市规则,因为该公司尚未提交截至2021年12月31日财年的年度报告(20-F)。纳斯达克上市规则5250(c)(1)要求纳斯达克上市公司及时提交所有定期报告。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357847071158536,"gmtCreate":1728401719135,"gmtModify":1728401721031,"author":{"id":"3568441126837615","authorId":"3568441126837615","name":"踯躅踌躇","avatar":"https://static.tigerbbs.com/c51deb88e1b273ebe4a795dba0242a26","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568441126837615","authorIdStr":"3568441126837615"},"themes":[],"htmlText":"被套了好几年了,好不容易解套,如果明天晚上还是跌,直接抛了。","listText":"被套了好几年了,好不容易解套,如果明天晚上还是跌,直接抛了。","text":"被套了好几年了,好不容易解套,如果明天晚上还是跌,直接抛了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357847071158536","repostId":"1155653694","repostType":2,"repost":{"id":"1155653694","kind":"news","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":1728353200,"share":"https://www.laohu8.com/m/news/1155653694?lang=&edition=full","pubTime":"2024-10-08 10:06","market":"us","language":"zh","title":"老虎证券:“中国资产”交易活跃下的优质弹性标的","url":"https://stock-news.laohu8.com/highlight/detail?id=1155653694","media":"老虎资讯综合","summary":"文章来源:中金公司投资建议我们看好老虎受益于包括中概美股、港股及A股等在内的“中国资产”的交易活跃,同时公司自身国际化拓展稳步推进、产品生态愈发完善、盈利稳健性不断夯实,有望在市场向上周期中迎来业绩及估值的双升。","content":"<html><head></head><body><p><em>文章来源:中金公司</em></p><p><strong>投资建议</strong></p><p>我们看好老虎受益于包括中概美股、港股及A股等在内的“中国资产”的交易活跃,同时公司自身国际化拓展稳步推进、产品生态愈发完善、盈利稳健性不断夯实,有望在市场向上周期中迎来业绩及估值的双升。</p><p><strong>理由</strong></p><p><strong>公司股价近期在涨什么?</strong>老虎近三周上涨262%,我们认为主要受益于中概及恒生科技的反弹、且公司原先更小的市值具备更高弹性。公司今年YTD客户交易量结构中美股(尤其是Mega7)贡献近九成,但中国香港市场2Q24贡献新增入金用户数的15%、且客户质量保持较高水平、客户资产环比翻倍;受益于中国资产的活跃,老虎9/23-9/27整周交易账户数量和交易订单数量创两年内新高,其中港股成交额/交易账户数分别较前一周+221%/+114%均达两年内最高、A股成交额+533%/交易股数+659%。</p><p><strong>港美股对公司的弹性测算?</strong>老虎作为同时支持中概美股、港股、A股(陆股通)等“中国资产”以及美国科技股交易的零售券商,其业绩显著受益于市场反弹及交易活跃,体现在新获客加速/单位成本下降、客户净入金增加、持仓市值随市上涨、交易换手率大幅提升等;特别地,即使美股市场表现乏力,公司仍受益于波动市场下换手提升、以及客户在美/港/A股通间的交易腾挪。敏感性分析:在客户总资产规模不变情形下,换手率每提升2x、盈利增速+37ppt;实际上,若考虑市场活跃下两融/衍生品需求增加、单位成本下降提升利润率等因素,我们认为公司的盈利增速或将更高。</p><p><strong>如何看待公司当前估值</strong>?基于客户综合换手率14x、客户总资产规模45%增速的假设,老虎当前交易于27x/19x 24/25e P/E,若将其客户换手率从14x上修至20x、则对应不到11x 25e P/E,对比同业可比公司<a href=\"https://laohu8.com/S/HOOD\">Robinhood</a> 35x/盈透20x 25e P/E仍有提升空间。</p><p><strong>后续还有哪些催化?</strong>关注公司包括虚拟资产/VATP等在内的新产品/新牌照上线进展、在服务零售投资者外的机构客户服务模式拓展、中国香港以及新加坡等东南亚地区的获客数据披露、潜在的全年新增获客指引上调、港美股市场活跃等。此外,公司2Q24计提港股股票质押减值约1,320万美元,假若后续冲回减值,我们预计其亦将在一定程度上提升公司盈利。</p><p><strong>盈利预测与估值</strong></p><p>老虎当前交易于27x/19x 24/25e P/E。我们维持24/25年盈利0.71/1.02亿美元及目标价20美元不变,对应44x/31x 24/25e P/E及61%上行空间;维持跑赢行业评级。</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>老虎证券:“中国资产”交易活跃下的优质弹性标的</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老虎证券:“中国资产”交易活跃下的优质弹性标的\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\">2024-10-08 10:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>文章来源:中金公司</em></p><p><strong>投资建议</strong></p><p>我们看好老虎受益于包括中概美股、港股及A股等在内的“中国资产”的交易活跃,同时公司自身国际化拓展稳步推进、产品生态愈发完善、盈利稳健性不断夯实,有望在市场向上周期中迎来业绩及估值的双升。</p><p><strong>理由</strong></p><p><strong>公司股价近期在涨什么?</strong>老虎近三周上涨262%,我们认为主要受益于中概及恒生科技的反弹、且公司原先更小的市值具备更高弹性。公司今年YTD客户交易量结构中美股(尤其是Mega7)贡献近九成,但中国香港市场2Q24贡献新增入金用户数的15%、且客户质量保持较高水平、客户资产环比翻倍;受益于中国资产的活跃,老虎9/23-9/27整周交易账户数量和交易订单数量创两年内新高,其中港股成交额/交易账户数分别较前一周+221%/+114%均达两年内最高、A股成交额+533%/交易股数+659%。</p><p><strong>港美股对公司的弹性测算?</strong>老虎作为同时支持中概美股、港股、A股(陆股通)等“中国资产”以及美国科技股交易的零售券商,其业绩显著受益于市场反弹及交易活跃,体现在新获客加速/单位成本下降、客户净入金增加、持仓市值随市上涨、交易换手率大幅提升等;特别地,即使美股市场表现乏力,公司仍受益于波动市场下换手提升、以及客户在美/港/A股通间的交易腾挪。敏感性分析:在客户总资产规模不变情形下,换手率每提升2x、盈利增速+37ppt;实际上,若考虑市场活跃下两融/衍生品需求增加、单位成本下降提升利润率等因素,我们认为公司的盈利增速或将更高。</p><p><strong>如何看待公司当前估值</strong>?基于客户综合换手率14x、客户总资产规模45%增速的假设,老虎当前交易于27x/19x 24/25e P/E,若将其客户换手率从14x上修至20x、则对应不到11x 25e P/E,对比同业可比公司<a href=\"https://laohu8.com/S/HOOD\">Robinhood</a> 35x/盈透20x 25e P/E仍有提升空间。</p><p><strong>后续还有哪些催化?</strong>关注公司包括虚拟资产/VATP等在内的新产品/新牌照上线进展、在服务零售投资者外的机构客户服务模式拓展、中国香港以及新加坡等东南亚地区的获客数据披露、潜在的全年新增获客指引上调、港美股市场活跃等。此外,公司2Q24计提港股股票质押减值约1,320万美元,假若后续冲回减值,我们预计其亦将在一定程度上提升公司盈利。</p><p><strong>盈利预测与估值</strong></p><p>老虎当前交易于27x/19x 24/25e P/E。我们维持24/25年盈利0.71/1.02亿美元及目标价20美元不变,对应44x/31x 24/25e P/E及61%上行空间;维持跑赢行业评级。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4dc07ee61db7080412aa8876596e51c5","relate_stocks":{"TIGR":"老虎证券"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155653694","content_text":"文章来源:中金公司投资建议我们看好老虎受益于包括中概美股、港股及A股等在内的“中国资产”的交易活跃,同时公司自身国际化拓展稳步推进、产品生态愈发完善、盈利稳健性不断夯实,有望在市场向上周期中迎来业绩及估值的双升。理由公司股价近期在涨什么?老虎近三周上涨262%,我们认为主要受益于中概及恒生科技的反弹、且公司原先更小的市值具备更高弹性。公司今年YTD客户交易量结构中美股(尤其是Mega7)贡献近九成,但中国香港市场2Q24贡献新增入金用户数的15%、且客户质量保持较高水平、客户资产环比翻倍;受益于中国资产的活跃,老虎9/23-9/27整周交易账户数量和交易订单数量创两年内新高,其中港股成交额/交易账户数分别较前一周+221%/+114%均达两年内最高、A股成交额+533%/交易股数+659%。港美股对公司的弹性测算?老虎作为同时支持中概美股、港股、A股(陆股通)等“中国资产”以及美国科技股交易的零售券商,其业绩显著受益于市场反弹及交易活跃,体现在新获客加速/单位成本下降、客户净入金增加、持仓市值随市上涨、交易换手率大幅提升等;特别地,即使美股市场表现乏力,公司仍受益于波动市场下换手提升、以及客户在美/港/A股通间的交易腾挪。敏感性分析:在客户总资产规模不变情形下,换手率每提升2x、盈利增速+37ppt;实际上,若考虑市场活跃下两融/衍生品需求增加、单位成本下降提升利润率等因素,我们认为公司的盈利增速或将更高。如何看待公司当前估值?基于客户综合换手率14x、客户总资产规模45%增速的假设,老虎当前交易于27x/19x 24/25e P/E,若将其客户换手率从14x上修至20x、则对应不到11x 25e P/E,对比同业可比公司Robinhood 35x/盈透20x 25e P/E仍有提升空间。后续还有哪些催化?关注公司包括虚拟资产/VATP等在内的新产品/新牌照上线进展、在服务零售投资者外的机构客户服务模式拓展、中国香港以及新加坡等东南亚地区的获客数据披露、潜在的全年新增获客指引上调、港美股市场活跃等。此外,公司2Q24计提港股股票质押减值约1,320万美元,假若后续冲回减值,我们预计其亦将在一定程度上提升公司盈利。盈利预测与估值老虎当前交易于27x/19x 24/25e P/E。我们维持24/25年盈利0.71/1.02亿美元及目标价20美元不变,对应44x/31x 24/25e P/E及61%上行空间;维持跑赢行业评级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332936086630448,"gmtCreate":1722310158822,"gmtModify":1722310326621,"author":{"id":"3568441126837615","authorId":"3568441126837615","name":"踯躅踌躇","avatar":"https://static.tigerbbs.com/c51deb88e1b273ebe4a795dba0242a26","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568441126837615","authorIdStr":"3568441126837615"},"themes":[],"htmlText":"妈的,真垃圾!","listText":"妈的,真垃圾!","text":"妈的,真垃圾!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332936086630448","repostId":"2455163349","repostType":2,"repost":{"id":"2455163349","kind":"news","pubTimestamp":1722240960,"share":"https://www.laohu8.com/m/news/2455163349?lang=&edition=full","pubTime":"2024-07-29 16:16","market":"hk","language":"zh","title":"极兔速递-W07月29日主力资金流出154万元 连续3日减仓","url":"https://stock-news.laohu8.com/highlight/detail?id=2455163349","media":"自选股智能写手","summary":"07月29日, 极兔速递-W股价跌3.03%,报收6.09元,成交金额3565万元,换手率0.07%,振幅4.30%,量比1.07。极兔速递-W今日主力资金净流出154万元,连续3日净流出,上一交易日主力净流出156万元,今日环比减少1.28%。近一年数据显示,该股主力连续3日净流出后,次日下跌概率为28.57%,平均跌幅为1.01%。该股近5个交易日下跌10.96%,主力资金累计净流出1134万元,其中1个交易日为股价上涨时净流出;近20日主力资金累计净流出1417万元,其中净流出天数为11日。","content":"<html><body><article><p>07月29日, <a href=\"https://laohu8.com/S/01519\">极兔速递-W</a>股价跌3.03%,报收6.09元,成交金额3565万元,<span>换手率</span>0.07%,振幅4.30%,<span>量比</span>1.07。</p><p>极兔速递-W今日主力资金(超大单+大单)净流出154万元,连续3日净流出,上一交易日主力净流出156万元,今日环比减少1.28%。</p><p>近一年数据显示,该股主力连续3日净流出后,次日下跌概率为28.57%,平均跌幅为1.01%。</p><p>该股近5个交易日下跌10.96%,主力资金累计净流出1134万元,其中1个交易日为股价上涨时净流出;近20日主力资金累计净流出1417万元,其中净流出天数为11日。</p><p>|07月29日主力加仓幅度前10个股||#|股票简称|主力净额占比|#|<a href=\"https://laohu8.com/S/01010\">天玺曜11</a>|3.18%|#|<a href=\"https://laohu8.com/S/01354\">经发物业</a>|1.72%|#|<a href=\"https://laohu8.com/S/08428\">国茂控股</a>|1.71%|#|<a href=\"https://laohu8.com/S/06918\">奇士达</a>|1.40%|#|<a href=\"https://laohu8.com/S/01134\">恒发光学</a>|1.36%|#|<a href=\"https://laohu8.com/S/02433\">中天湖南集团</a>|1.07%|#|PACIFICLEGEND|1.05%|#|<a href=\"https://laohu8.com/S/02451\">绿源集团控股</a>|0.97%|#|<a href=\"https://laohu8.com/S/00616\">高山企业</a>|0.96%|#|<a href=\"https://laohu8.com/S/01355\">朸浚国际</a>|0.91%|</p><p>(以上内容为<a href=\"https://laohu8.com/S/00700\">腾讯</a>自选股基于公开消息,由程序或算法<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)</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>极兔速递-W07月29日主力资金流出154万元 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{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极兔速递-W07月29日主力资金流出154万元 连续3日减仓\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-29 16:16 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202407291616259565826d&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>07月29日, 极兔速递-W股价跌3.03%,报收6.09元,成交金额3565万元,换手率0.07%,振幅4.30%,量比1.07。极兔速递-W今日主力资金(超大单+大单)净流出154万元,连续3日净流出,上一交易日主力净流出156万元,今日环比减少1.28%。近一年数据显示,该股主力连续3日净流出后,次日下跌概率为28.57%,平均跌幅为1.01%。该股近5个交易日下跌10.96%,主力资金累计...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202407291616259565826d&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01519":"极兔速递-W","BK1151":"航空货运与物流"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202407291616259565826d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2455163349","content_text":"07月29日, 极兔速递-W股价跌3.03%,报收6.09元,成交金额3565万元,换手率0.07%,振幅4.30%,量比1.07。极兔速递-W今日主力资金(超大单+大单)净流出154万元,连续3日净流出,上一交易日主力净流出156万元,今日环比减少1.28%。近一年数据显示,该股主力连续3日净流出后,次日下跌概率为28.57%,平均跌幅为1.01%。该股近5个交易日下跌10.96%,主力资金累计净流出1134万元,其中1个交易日为股价上涨时净流出;近20日主力资金累计净流出1417万元,其中净流出天数为11日。|07月29日主力加仓幅度前10个股||#|股票简称|主力净额占比|#|天玺曜11|3.18%|#|经发物业|1.72%|#|国茂控股|1.71%|#|奇士达|1.40%|#|恒发光学|1.36%|#|中天湖南集团|1.07%|#|PACIFICLEGEND|1.05%|#|绿源集团控股|0.97%|#|高山企业|0.96%|#|朸浚国际|0.91%|(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)","news_type":1},"isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":200704722259976,"gmtCreate":1690036429892,"gmtModify":1690036432328,"author":{"id":"3568441126837615","authorId":"3568441126837615","name":"踯躅踌躇","avatar":"https://static.tigerbbs.com/c51deb88e1b273ebe4a795dba0242a26","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568441126837615","authorIdStr":"3568441126837615"},"themes":[],"htmlText":"骗子公司,骗了我几千块钱,终于退市了,可高兴了。","listText":"骗子公司,骗了我几千块钱,终于退市了,可高兴了。","text":"骗子公司,骗了我几千块钱,终于退市了,可高兴了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/200704722259976","repostId":"2336327901","repostType":2,"repost":{"id":"2336327901","kind":"highlight","pubTimestamp":1684377733,"share":"https://www.laohu8.com/m/news/2336327901?lang=&edition=full","pubTime":"2023-05-18 10:42","market":"us","language":"zh","title":"容联云被启动退市:因无法发出年报 曾估值达77亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2336327901","media":"雷递网","summary":"纽交所今日宣布,纽约证券交易所监管部门的工作人员决定启动程序,将容联云的美国存托股票(“ADS”)退市,容联云ADS交易立即暂停。","content":"<html><body><p><img image_type=\"1\" img_=\"\" mime_type=\"image/jpeg\" src=\"https://p3-sign.toutiaoimg.com/tos-cn-i-qvj2lq49k0/70cdd0a982de4876a433a59aba484340~noop.image?_iz=58558&from=article.pc_detail&x-expires=1684982171&x-signature=Bu1mcnWOKw%2BkI4xMsTKBdzqbiQM%3D\" web_uri=\"tos-cn-i-qvj2lq49k0/70cdd0a982de4876a433a59aba484340\"/></p><p><span><span><span>雷递网 雷建平 5月18日</span></span></span></p><p><span><span><a href=\"https://laohu8.com/S/NYSE\">纽交所</a>今日宣布,纽约证券交易所监管部门的工作人员决定启动程序,将<a href=\"https://laohu8.com/S/RAAS\">容联云</a>的美国存托股票(“ADS”)退市,容联云ADS交易立即暂停。</span></span></p><p><span><span>纽交所监管部门做出退市决定的原因是,容联云没有向美国证券交易委员会提交其截至2021年12月31日止年度的20-F表格年度报告,及截至2022年6月30日的半年的 6-K 表格当前报告(统称为“延迟提交”)。</span></span></p><p><span><span>容联云已通知纽约证券交易所,其无法在2023年5月17日之前完成其延迟提交,这是纽约证券交易所上市公司手册第 802.01E 条允许的最长时间。</span></span></p><p><span><span>容联云有权要求交易所董事会的一个委员会对该决定进行审查。 纽约证券交易所将在完成所有适用程序(包括公司对纽约证券交易所监管人员的决定提出的任何上诉)后向证券交易委员会申请退市美国存托凭证。</span></span></p><p><span><span><span>曾市值高达77亿美元</span></span></span></p><p><img image_type=\"1\" img_=\"\" mime_type=\"image/jpeg\" src=\"https://p3-sign.toutiaoimg.com/tos-cn-i-qvj2lq49k0/7c8e02cc3cb84340aba6b4205d0e70ed~noop.image?_iz=58558&from=article.pc_detail&x-expires=1684982171&x-signature=Xik%2BWtwJ6b8Uz%2FLi4dVpHtMaoVs%3D\" web_uri=\"tos-cn-i-qvj2lq49k0/7c8e02cc3cb84340aba6b4205d0e70ed\"/></p><p><span><span>容联云是2021年2月在美国纽交所上市,发行价为16美元,此次绿鞋后,容联云募资3.68亿美元。</span></span></p><p><span><span>容联云上市当天非常辉煌,开盘价为27美元,较发行价上涨68.75%;收盘价为48美元,较发行价上涨200%;以收盘价计算,容联云通讯市值达到76.73亿美元。</span></span></p><p><span><span>容联云由此成中国SaaS企业在美股上市第一股。</span></span></p><p><span><span>容联云上市后还进行了两次收购。其中,2021年3月,容联云收购客户关系管理软件(CRM)服务商过河兵科技。收购完成后,双方在产品、市场、渠道等层面进行深度融合。</span></span></p><p><img image_type=\"1\" img_=\"\" mime_type=\"image/jpeg\" src=\"https://p3-sign.toutiaoimg.com/tos-cn-i-qvj2lq49k0/6930091388f44dab93200ab88a80b266~noop.image?_iz=58558&from=article.pc_detail&x-expires=1684982171&x-signature=QXp%2BvQekDWNGX9e%2B227N%2F50jTYU%3D\" web_uri=\"tos-cn-i-qvj2lq49k0/6930091388f44dab93200ab88a80b266\"/></p><p><span>2021年12月,容联云还全资收购新一代数据<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>服务商诸葛智能,称收购完成后,双方将实现产品和服务能力上的融合升级,通过整合“通讯+数据+智能”的核心技术能力,更有效地助力企业营销与服务数智化转型。</span></p><p><span><span><span>卷入一起违规风波 无法发出财报</span></span></span></p><p><span><span>好景不长,容联云在2022年上半年无法向美国SEC递交2021年的年报文件,反而卷入到一起违规风波。</span></span></p><p><span><span>此前,容联云前独立注册会计师事务所毕马威华振会计师事务所(特殊普通合伙)在审计公司截至2021年12月31日的财政年度的合并财务报表期间发现一些问题。</span></span></p><p><span><span>根据独立调查的评估,特别委员会发现,2021财年第二季度公司报告的收入虚增了约1160万元(未经审计),2021财年第三季度虚增了约 1780万元(未经审计),分别占同期报告总收入的约4%和6%。公司报告的成本和费用在2021财年第二季度虚增了约920万元(未经审计),在2021财年第三季度虚增了约180万元(未经审计)。</span></span></p><p><span><span>虽然容联云表示,公司已采取重大补救措施,其中包括终止部分涉案业务部门,以及对相关员工进行解雇、要求辞职或给予纪律警告等。公司还正在实施多项额外的补救措施,以加强内部控制和财务审查政策和程序,包括改进相关内部政策和提供相关员工培训。</span></span></p><p><span><span>独立调查还称,没有发现任何证据表明公司首席执行官或首席财务官参与了员工不当行为和交易违规行为。</span></span></p><p><span><span>不过,非常可惜的是,容联云始终无法发布财报,这导致了容联云股价持续的走低,截至今日收盘,容联云股价为1.13美元,市值为6191万美元。</span></span></p><p><span><span>容联云的命运也是过去两年不少中概股企业的一个缩影。自2021年下半年以来,已经有多家中概股企业被退市。</span></span></p><p><span><span>———————————————</span></span></p><p><span><span>雷递由媒体人雷建平创办,若转载请写明来源。</span></span></p></body></html>","source":"leinews_highlight","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\" 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.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容联云被启动退市:因无法发出年报 曾估值达77亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-18 10:42 北京时间 <a href=https://www.leinews.com/Common/YiAPP.ashx?YiAPP_Method=uNews.PC_GetNewsInfo&YiAPP_Action=YiAPP.APP.SHOP&YiAPP_SIKW=true><strong>雷递网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>雷递网 雷建平 5月18日纽交所今日宣布,纽约证券交易所监管部门的工作人员决定启动程序,将容联云的美国存托股票(“ADS”)退市,容联云ADS交易立即暂停。纽交所监管部门做出退市决定的原因是,容联云没有向美国证券交易委员会提交其截至2021年12月31日止年度的20-F表格年度报告,及截至2022年6月30日的半年的 6-K 表格当前报告(统称为“延迟提交”)。容联云已通知纽约证券交易所,其无法在...</p>\n\n<a href=\"https://www.leinews.com/Common/YiAPP.ashx?YiAPP_Method=uNews.PC_GetNewsInfo&YiAPP_Action=YiAPP.APP.SHOP&YiAPP_SIKW=true\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://leidinews-1256465536.cos.ap-chengdu.myqcloud.com/u_News/20230518/6382000332986589501002749.jpg","relate_stocks":{"BK4023":"应用软件","RAASY":"容联云","BK4528":"SaaS概念","BK4509":"腾讯概念"},"source_url":"https://www.leinews.com/Common/YiAPP.ashx?YiAPP_Method=uNews.PC_GetNewsInfo&YiAPP_Action=YiAPP.APP.SHOP&YiAPP_SIKW=true","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2336327901","content_text":"雷递网 雷建平 5月18日纽交所今日宣布,纽约证券交易所监管部门的工作人员决定启动程序,将容联云的美国存托股票(“ADS”)退市,容联云ADS交易立即暂停。纽交所监管部门做出退市决定的原因是,容联云没有向美国证券交易委员会提交其截至2021年12月31日止年度的20-F表格年度报告,及截至2022年6月30日的半年的 6-K 表格当前报告(统称为“延迟提交”)。容联云已通知纽约证券交易所,其无法在2023年5月17日之前完成其延迟提交,这是纽约证券交易所上市公司手册第 802.01E 条允许的最长时间。容联云有权要求交易所董事会的一个委员会对该决定进行审查。 纽约证券交易所将在完成所有适用程序(包括公司对纽约证券交易所监管人员的决定提出的任何上诉)后向证券交易委员会申请退市美国存托凭证。曾市值高达77亿美元容联云是2021年2月在美国纽交所上市,发行价为16美元,此次绿鞋后,容联云募资3.68亿美元。容联云上市当天非常辉煌,开盘价为27美元,较发行价上涨68.75%;收盘价为48美元,较发行价上涨200%;以收盘价计算,容联云通讯市值达到76.73亿美元。容联云由此成中国SaaS企业在美股上市第一股。容联云上市后还进行了两次收购。其中,2021年3月,容联云收购客户关系管理软件(CRM)服务商过河兵科技。收购完成后,双方在产品、市场、渠道等层面进行深度融合。2021年12月,容联云还全资收购新一代数据智能服务商诸葛智能,称收购完成后,双方将实现产品和服务能力上的融合升级,通过整合“通讯+数据+智能”的核心技术能力,更有效地助力企业营销与服务数智化转型。卷入一起违规风波 无法发出财报好景不长,容联云在2022年上半年无法向美国SEC递交2021年的年报文件,反而卷入到一起违规风波。此前,容联云前独立注册会计师事务所毕马威华振会计师事务所(特殊普通合伙)在审计公司截至2021年12月31日的财政年度的合并财务报表期间发现一些问题。根据独立调查的评估,特别委员会发现,2021财年第二季度公司报告的收入虚增了约1160万元(未经审计),2021财年第三季度虚增了约 1780万元(未经审计),分别占同期报告总收入的约4%和6%。公司报告的成本和费用在2021财年第二季度虚增了约920万元(未经审计),在2021财年第三季度虚增了约180万元(未经审计)。虽然容联云表示,公司已采取重大补救措施,其中包括终止部分涉案业务部门,以及对相关员工进行解雇、要求辞职或给予纪律警告等。公司还正在实施多项额外的补救措施,以加强内部控制和财务审查政策和程序,包括改进相关内部政策和提供相关员工培训。独立调查还称,没有发现任何证据表明公司首席执行官或首席财务官参与了员工不当行为和交易违规行为。不过,非常可惜的是,容联云始终无法发布财报,这导致了容联云股价持续的走低,截至今日收盘,容联云股价为1.13美元,市值为6191万美元。容联云的命运也是过去两年不少中概股企业的一个缩影。自2021年下半年以来,已经有多家中概股企业被退市。———————————————雷递由媒体人雷建平创办,若转载请写明来源。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1017,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":614034425,"gmtCreate":1653280885067,"gmtModify":1653284824777,"author":{"id":"3568441126837615","authorId":"3568441126837615","name":"踯躅踌躇","avatar":"https://static.tigerbbs.com/c51deb88e1b273ebe4a795dba0242a26","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568441126837615","authorIdStr":"3568441126837615"},"themes":[],"htmlText":"垃圾公司去死吧","listText":"垃圾公司去死吧","text":"垃圾公司去死吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/614034425","repostId":"2236726141","repostType":2,"repost":{"id":"2236726141","kind":"news","pubTimestamp":1652930241,"share":"https://www.laohu8.com/m/news/2236726141?lang=&edition=full","pubTime":"2022-05-19 11:17","market":"hk","language":"zh","title":"容联云宣布变更公司独立董事","url":"https://stock-news.laohu8.com/highlight/detail?id=2236726141","media":"资本邦","summary":"5月19日,资本邦了解到,美股上市公司容联云宣布变更公司独立董事。Adam J.Zhao还被任命为董事会主席和审计委员会成员、董事会薪酬委员会成员、董事会提名和公司治理委员会成员以及董事会主席和特别委员会成员。Tim Yimin Liu同意并被任命为继任独立董事,自2022年5月18日起担任董事会成员。","content":"<html><body><p>5月19日,资本邦了解到,美股上市公司<a href=\"https://laohu8.com/S/RAAS\">容联云</a>(RAAS.US)宣布变更公司独立董事。</p><p>该公司收到Ching Chiu和Yunhao Liu于2022年5月18日发出的辞职信,自2022年5月18日起,通知该公司其辞去公司独立董事一职,以及其在公司董事会及其相关委员会中的所有职位,其个人原因并非因与公司运营、政策或实践有关的任何事项上存在任何分歧所致。</p><p>Adam J.Zhao同意并被任命为新的独立董事,自2022年5月18日起担任董事会成员。Adam J.Zhao还被任命为董事会主席和审计委员会成员、董事会薪酬委员会成员、董事会提名和公司治理委员会成员以及董事会主席和特别委员会成员。</p><p>Tim Yimin Liu同意并被任命为继任独立董事,自2022年5月18日起担任董事会成员。Tim Yimin Liu还被任命为董事会审计委员会成员、董事会提名和公司治理委员会成员以及董事会特别委员会成员。</p></body></html>","source":"sina_symbol","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容联云宣布变更公司独立董事\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-19 11:17 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_5570287027_14c03d5b3020011v92.html><strong>资本邦</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月19日,资本邦了解到,美股上市公司容联云(RAAS.US)宣布变更公司独立董事。该公司收到Ching Chiu和Yunhao Liu于2022年5月18日发出的辞职信,自2022年5月18日起,通知该公司其辞去公司独立董事一职,以及其在公司董事会及其相关委员会中的所有职位,其个人原因并非因与公司运营、政策或实践有关的任何事项上存在任何分歧所致。Adam J.Zhao同意并被任命为新的独立董事,...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_5570287027_14c03d5b3020011v92.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4528":"SaaS概念","BK4509":"腾讯概念","BK4023":"应用软件"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_5570287027_14c03d5b3020011v92.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236726141","content_text":"5月19日,资本邦了解到,美股上市公司容联云(RAAS.US)宣布变更公司独立董事。该公司收到Ching Chiu和Yunhao Liu于2022年5月18日发出的辞职信,自2022年5月18日起,通知该公司其辞去公司独立董事一职,以及其在公司董事会及其相关委员会中的所有职位,其个人原因并非因与公司运营、政策或实践有关的任何事项上存在任何分歧所致。Adam J.Zhao同意并被任命为新的独立董事,自2022年5月18日起担任董事会成员。Adam J.Zhao还被任命为董事会主席和审计委员会成员、董事会薪酬委员会成员、董事会提名和公司治理委员会成员以及董事会主席和特别委员会成员。Tim Yimin Liu同意并被任命为继任独立董事,自2022年5月18日起担任董事会成员。Tim Yimin Liu还被任命为董事会审计委员会成员、董事会提名和公司治理委员会成员以及董事会特别委员会成员。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638996687,"gmtCreate":1645016139414,"gmtModify":1645016139414,"author":{"id":"3568441126837615","authorId":"3568441126837615","name":"踯躅踌躇","avatar":"https://static.tigerbbs.com/c51deb88e1b273ebe4a795dba0242a26","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568441126837615","authorIdStr":"3568441126837615"},"themes":[],"htmlText":"亏惨啦,当送给孙昌勋的棺材本,吃一堑长一智。","listText":"亏惨啦,当送给孙昌勋的棺材本,吃一堑长一智。","text":"亏惨啦,当送给孙昌勋的棺材本,吃一堑长一智。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638996687","repostId":"2203718486","repostType":2,"isVote":1,"tweetType":1,"viewCount":1528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":831910299,"gmtCreate":1629278563411,"gmtModify":1629278563411,"author":{"id":"3568441126837615","authorId":"3568441126837615","name":"踯躅踌躇","avatar":"https://static.tigerbbs.com/c51deb88e1b273ebe4a795dba0242a26","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568441126837615","authorIdStr":"3568441126837615"},"themes":[],"htmlText":"反正股票是连续跌了几天了","listText":"反正股票是连续跌了几天了","text":"反正股票是连续跌了几天了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831910299","repostId":"1180729242","repostType":4,"isVote":1,"tweetType":1,"viewCount":1619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373868684,"gmtCreate":1618839402648,"gmtModify":1618839402648,"author":{"id":"3568441126837615","authorId":"3568441126837615","name":"踯躅踌躇","avatar":"https://static.tigerbbs.com/c51deb88e1b273ebe4a795dba0242a26","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568441126837615","authorIdStr":"3568441126837615"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a> 每天来看都是那样,就连上涨的次数都少得可怜。[汗颜]","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a> 每天来看都是那样,就连上涨的次数都少得可怜。[汗颜]","text":"$容联云(RAAS)$ 每天来看都是那样,就连上涨的次数都少得可怜。[汗颜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373868684","isVote":1,"tweetType":1,"viewCount":1952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356364473,"gmtCreate":1616757373592,"gmtModify":1616757373592,"author":{"id":"3568441126837615","authorId":"3568441126837615","name":"踯躅踌躇","avatar":"https://static.tigerbbs.com/c51deb88e1b273ebe4a795dba0242a26","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568441126837615","authorIdStr":"3568441126837615"},"themes":[],"htmlText":"跌惨了,现在还在49高位等着他退市,做他的大股东","listText":"跌惨了,现在还在49高位等着他退市,做他的大股东","text":"跌惨了,现在还在49高位等着他退市,做他的大股东","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356364473","repostId":"1151187593","repostType":4,"repost":{"id":"1151187593","kind":"news","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":1616756537,"share":"https://www.laohu8.com/m/news/1151187593?lang=&edition=full","pubTime":"2021-03-26 19:02","market":"hk","language":"zh","title":"容联云2020年营收7.68亿元人民币,同比增长18.1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1151187593","media":"老虎资讯综合","summary":"容联云发布2020年四季度及全年财报:2020年四季度营收2.59亿元人民币,同比增长15.5%,环比增长35.2%。2020年营收7.68亿元人民币,同比增长18.1%。云联络中心业务势头迅猛,全年","content":"<p><a href=\"https://laohu8.com/S/RAAS\">容联云</a>发布2020年四季度及全年财报:</p><p>2020年四季度营收2.59亿元人民币,同比增长15.5%,环比增长35.2%。</p><p>2020年营收7.68亿元人民币,同比增长18.1%。</p><p>云联络中心业务势头迅猛,全年同比增长41.2%,Q4同比增长74%。</p><p><img src=\"https://static.tigerbbs.com/94350a8edd41557ef7891a4d027cb29f\" tg-width=\"1080\" tg-height=\"8600\" 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\" 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#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容联云2020年营收7.68亿元人民币,同比增长18.1%\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\">2021-03-26 19:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/RAAS\">容联云</a>发布2020年四季度及全年财报:</p><p>2020年四季度营收2.59亿元人民币,同比增长15.5%,环比增长35.2%。</p><p>2020年营收7.68亿元人民币,同比增长18.1%。</p><p>云联络中心业务势头迅猛,全年同比增长41.2%,Q4同比增长74%。</p><p><img src=\"https://static.tigerbbs.com/94350a8edd41557ef7891a4d027cb29f\" tg-width=\"1080\" tg-height=\"8600\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0cb9f6d57503fdbe936ee8a3810a0316","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151187593","content_text":"容联云发布2020年四季度及全年财报:2020年四季度营收2.59亿元人民币,同比增长15.5%,环比增长35.2%。2020年营收7.68亿元人民币,同比增长18.1%。云联络中心业务势头迅猛,全年同比增长41.2%,Q4同比增长74%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}