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2021-12-30

[财迷]

开盘：三大指数小幅高开，多只中概股盘初拉升

2021-12-20

[呆住]

罚款182.28亿！市场监管总局处罚阿里巴巴垄断行为

2021-12-16

Amc to the mood

2021-12-02

[财迷]

抱歉，原内容已删除

2021-10-29

[贱笑]

2021-10-28

[开心]

Microsoft stock set to hit $400 as it becomes ‘cloud behemoth,’ analyst says

2021-10-15

[开心]

抱歉，原内容已删除

2021-10-08

[财迷]

抱歉，原内容已删除

2021-09-21

[财迷]

提醒：中秋节休市安排来了！港股22日休市

2021-08-31

这篇文章不错，转发给大家看

@孟浩:财报大超预期，美团买点到了吗？

2021-08-14

6

抱歉，原内容已删除

2021-08-08

666

三部门：平台不得制定损害外卖骑手等劳动者安全健康考核指标

2021-08-04

666

抱歉，原内容已删除

2021-07-27

$Ardelyx(ARDX)$ to the moon

2021-07-21

6

抱歉，原内容已删除

2021-07-19

$Marin Software Inc.(MRIN)$财报出了就一路泄

2021-07-06

漂亮

抱歉，原内容已删除

2021-07-05

哦

抱歉，原内容已删除

2021-07-04

6

靓眼的二季度汽车销售数据，只是风暴前的宁静？

2021-07-04

赞

抱歉，原内容已删除

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财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692025728","repostId":"1139474006","repostType":4,"repost":{"id":"1139474006","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":1640788187,"share":"https://www.laohu8.com/m/news/1139474006?lang=&edition=full","pubTime":"2021-12-29 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href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘初涨0.33%，马斯克已完成10b5-1交易计划，该计划用于出售明年到期期权相关的股票。此外，其减持股份数量已达到承诺的92%。</p><p><img src=\"https://static.tigerbbs.com/09f0b9a1ac2012189349116608e80c82\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>“特斯拉劲敌”Rivian跌超1%，公司将配备大型电池组的电动皮卡和运动型多功能车（SUV）的交付时间推迟到2023年，2022年将专注于常规版本。</p><p>维多利亚的秘密涨11.7%，公司与<a href=\"https://laohu8.com/S/GS\">高盛</a>达成的一项加速股票回购协议，计划回购2.5亿美元的股票。</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>开盘：三大指数小幅高开，多只中概股盘初拉升</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开盘：三大指数小幅高开，多只中概股盘初拉升\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\">2021-12-29 22:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月29日（周三），道琼斯指数开盘上涨18.00点，涨幅0.05%，报36416.21点；标普500指数开盘上涨5.41点，涨幅0.11%，报4791.77点；纳斯达克综合指数开盘上涨35.6点，涨幅0.23%，报15817.3点。交易员继续评估新冠奥密克戎变异毒株的威胁。一些投资者认为该变异毒株不会引发对商业活动的严格限制。</p><p><img src=\"https://static.tigerbbs.com/dedada0afb2a9a85cec6d2b08a5de425\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/JD\">京东</a>涨1.2%，京东将回购计划授权扩大至30亿美元，并延期至2024年。</p><p>图森未来开涨超12%，此前宣布成功完成全球首次完全自动驾驶半挂车在公共道路的行驶测试。</p><p><a href=\"https://laohu8.com/S/YGMZ\">明珠货运</a>涨超17%，公司与车易网络达成收购其100%股权的协议，交易对价为29,466,032美元。</p><p><a href=\"https://laohu8.com/S/NEW\">朴新教育</a>直线拉升，现涨超50%，Q2营收同比增12.1%至1.044亿美元。</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘初涨0.33%，马斯克已完成10b5-1交易计划，该计划用于出售明年到期期权相关的股票。此外，其减持股份数量已达到承诺的92%。</p><p><img src=\"https://static.tigerbbs.com/09f0b9a1ac2012189349116608e80c82\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>“特斯拉劲敌”Rivian跌超1%，公司将配备大型电池组的电动皮卡和运动型多功能车（SUV）的交付时间推迟到2023年，2022年将专注于常规版本。</p><p>维多利亚的秘密涨11.7%，公司与<a href=\"https://laohu8.com/S/GS\">高盛</a>达成的一项加速股票回购协议，计划回购2.5亿美元的股票。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139474006","content_text":"12月29日（周三），道琼斯指数开盘上涨18.00点，涨幅0.05%，报36416.21点；标普500指数开盘上涨5.41点，涨幅0.11%，报4791.77点；纳斯达克综合指数开盘上涨35.6点，涨幅0.23%，报15817.3点。交易员继续评估新冠奥密克戎变异毒株的威胁。一些投资者认为该变异毒株不会引发对商业活动的严格限制。京东涨1.2%，京东将回购计划授权扩大至30亿美元，并延期至2024年。图森未来开涨超12%，此前宣布成功完成全球首次完全自动驾驶半挂车在公共道路的行驶测试。明珠货运涨超17%，公司与车易网络达成收购其100%股权的协议，交易对价为29,466,032美元。朴新教育直线拉升，现涨超50%，Q2营收同比增12.1%至1.044亿美元。特斯拉盘初涨0.33%，马斯克已完成10b5-1交易计划，该计划用于出售明年到期期权相关的股票。此外，其减持股份数量已达到承诺的92%。“特斯拉劲敌”Rivian跌超1%，公司将配备大型电池组的电动皮卡和运动型多功能车（SUV）的交付时间推迟到2023年，2022年将专注于常规版本。维多利亚的秘密涨11.7%，公司与高盛达成的一项加速股票回购协议，计划回购2.5亿美元的股票。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693949892,"gmtCreate":1639964463247,"gmtModify":1639964463247,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568712936130316","idStr":"3568712936130316"},"themes":[],"htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693949892","repostId":"1145816571","repostType":2,"repost":{"id":"1145816571","pubTimestamp":1618016831,"share":"https://www.laohu8.com/m/news/1145816571?lang=&edition=full","pubTime":"2021-04-10 09:07","market":"us","language":"zh","title":"罚款182.28亿！市场监管总局处罚阿里巴巴垄断行为","url":"https://stock-news.laohu8.com/highlight/detail?id=1145816571","media":"华尔街见闻","summary":"2020年12月，市场监管总局依据《反垄断法》对$阿里巴巴$集团控股有限公司在中国境内网络零售平台服务市场滥用市场支配地位行为立案调查。根据《反垄断法》第四十七条、第四十九条规定，综合考虑阿里巴巴集团违法行为的性质、程度和持续时间等因素，2021年4月10日，市场监管总局依法作出行政处罚决定，责令阿里巴巴集团停止违法行为，并处以其2019年中国境内销售额4557.12亿元4%的罚款，计182.28亿元。","content":"<p>2020年12月，市场监管总局依据《反垄断法》对<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团控股有限公司（以下简称阿里巴巴集团）在中国境内网络零售平台服务市场滥用市场支配地位行为立案调查。</p><p>市场监管总局成立专案组，在扎实开展前期工作基础上，对阿里巴巴集团进行现场检查，调查询问相关人员，查阅复制有关文件资料，获取大量证据材料；对其他竞争性平台和平台内商家广泛开展调查取证；对本案证据材料进行深入核查和大数据分析；组织专家反复深入开展案件分析论证；多次听取阿里巴巴集团陈述意见，保障其合法权利。本案事实清楚、证据确凿、定性准确、处理恰当、手续完备、程序合法。</p><p>经查，阿里巴巴集团在中国境内网络零售平台服务市场具有支配地位。自2015年以来，阿里巴巴集团滥用该市场支配地位，对平台内商家提出“二选一”要求，禁止平台内商家在其他竞争性平台开店或参加促销活动，并借助市场力量、平台规则和数据、算法等技术手段，采取多种奖惩措施保障“二选一”要求执行，维持、增强自身市场力量，获取不正当竞争优势。</p><p>调查表明，<b>阿里巴巴集团实施“二选一”行为排除、限制了中国境内网络零售平台服务市场的竞争，妨碍了商品服务和资源要素自由流通，影响了平台经济创新发展，侵害了平台内商家的合法权益，损害了消费者利益，构成《反垄断法》第十七条第一款第（四）项禁止“没有正当理由，限定交易相对人只能与其进行交易”的滥用市场支配地位行为</b>。</p><p>根据《反垄断法》第四十七条、第四十九条规定，综合考虑阿里巴巴集团违法行为的性质、程度和持续时间等因素，2021年4月10日，市场监管总局依法作出行政处罚决定，<b>责令阿里巴巴集团停止违法行为，并处以其2019年中国境内销售额4557.12亿元4%的罚款，计182.28亿元</b>。同时，按照《行政处罚法》坚持处罚与教育相结合的原则，向阿里巴巴集团发出《行政指导书》，要求其围绕严格落实平台企业主体责任、加强内控合规管理、维护公平竞争、保护平台内商家和消费者合法权益等方面进行全面整改，并连续三年向市场监管总局提交自查合规报告。</p><p>【相关阅读】</p><p><a href=\"https://laohu8.com/NW/1141772391\" target=\"_blank\">阿里巴巴发布《致客户和公众的一封信》：为商家创造更开放更公平的平台环境</a></p>","source":"highlight_wallstreetcn","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>罚款182.28亿！市场监管总局处罚阿里巴巴垄断行为</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{ 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class=\"title\">\n罚款182.28亿！市场监管总局处罚阿里巴巴垄断行为\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-10 09:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3627208><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2020年12月，市场监管总局依据《反垄断法》对阿里巴巴集团控股有限公司（以下简称阿里巴巴集团）在中国境内网络零售平台服务市场滥用市场支配地位行为立案调查。市场监管总局成立专案组，在扎实开展前期工作基础上，对阿里巴巴集团进行现场检查，调查询问相关人员，查阅复制有关文件资料，获取大量证据材料；对其他竞争性平台和平台内商家广泛开展调查取证；对本案证据材料进行深入核查和大数据分析；组织专家反复深入开展...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3627208\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/995418fbbbc235e75883dec898dccaa8","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://wallstreetcn.com/articles/3627208","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1145816571","content_text":"2020年12月，市场监管总局依据《反垄断法》对阿里巴巴集团控股有限公司（以下简称阿里巴巴集团）在中国境内网络零售平台服务市场滥用市场支配地位行为立案调查。市场监管总局成立专案组，在扎实开展前期工作基础上，对阿里巴巴集团进行现场检查，调查询问相关人员，查阅复制有关文件资料，获取大量证据材料；对其他竞争性平台和平台内商家广泛开展调查取证；对本案证据材料进行深入核查和大数据分析；组织专家反复深入开展案件分析论证；多次听取阿里巴巴集团陈述意见，保障其合法权利。本案事实清楚、证据确凿、定性准确、处理恰当、手续完备、程序合法。经查，阿里巴巴集团在中国境内网络零售平台服务市场具有支配地位。自2015年以来，阿里巴巴集团滥用该市场支配地位，对平台内商家提出“二选一”要求，禁止平台内商家在其他竞争性平台开店或参加促销活动，并借助市场力量、平台规则和数据、算法等技术手段，采取多种奖惩措施保障“二选一”要求执行，维持、增强自身市场力量，获取不正当竞争优势。调查表明，阿里巴巴集团实施“二选一”行为排除、限制了中国境内网络零售平台服务市场的竞争，妨碍了商品服务和资源要素自由流通，影响了平台经济创新发展，侵害了平台内商家的合法权益，损害了消费者利益，构成《反垄断法》第十七条第一款第（四）项禁止“没有正当理由，限定交易相对人只能与其进行交易”的滥用市场支配地位行为。根据《反垄断法》第四十七条、第四十九条规定，综合考虑阿里巴巴集团违法行为的性质、程度和持续时间等因素，2021年4月10日，市场监管总局依法作出行政处罚决定，责令阿里巴巴集团停止违法行为，并处以其2019年中国境内销售额4557.12亿元4%的罚款，计182.28亿元。同时，按照《行政处罚法》坚持处罚与教育相结合的原则，向阿里巴巴集团发出《行政指导书》，要求其围绕严格落实平台企业主体责任、加强内控合规管理、维护公平竞争、保护平台内商家和消费者合法权益等方面进行全面整改，并连续三年向市场监管总局提交自查合规报告。【相关阅读】阿里巴巴发布《致客户和公众的一封信》：为商家创造更开放更公平的平台环境","news_type":1},"isVote":1,"tweetType":1,"viewCount":1315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690153993,"gmtCreate":1639648651917,"gmtModify":1639648651917,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568712936130316","idStr":"3568712936130316"},"themes":[],"htmlText":"Amc to the mood","listText":"Amc to the mood","text":"Amc to the mood","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690153993","isVote":1,"tweetType":1,"viewCount":1278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603239624,"gmtCreate":1638411023076,"gmtModify":1638411818412,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568712936130316","idStr":"3568712936130316"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603239624","repostId":"1124060879","repostType":2,"isVote":1,"tweetType":1,"viewCount":1320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857991320,"gmtCreate":1635500794818,"gmtModify":1635500794924,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568712936130316","idStr":"3568712936130316"},"themes":[],"htmlText":"[贱笑]&nbsp;","listText":"[贱笑]&nbsp;","text":"[贱笑]","images":[{"img":"https://static.tigerbbs.com/f38e592d6cd6b22053fe5d3f360d64ba","width":"828","height":"1472"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857991320","isVote":1,"tweetType":1,"viewCount":849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":855841513,"gmtCreate":1635354135237,"gmtModify":1635354135354,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568712936130316","idStr":"3568712936130316"},"themes":[],"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855841513","repostId":"1148473544","repostType":2,"repost":{"id":"1148473544","pubTimestamp":1635345184,"share":"https://www.laohu8.com/m/news/1148473544?lang=&edition=full","pubTime":"2021-10-27 22:33","market":"us","language":"en","title":"Microsoft stock set to hit $400 as it becomes ‘cloud behemoth,’ analyst says","url":"https://stock-news.laohu8.com/highlight/detail?id=1148473544","media":"finance.yahoo","summary":"Microsoft  reported its fiscal Q1 2022 earnings on Tuesday, smashing Wall Street’s expectations, as cloud revenue jumped 36% year-over-year. And according to at least one analyst, that could light a fire under the company’s stock.“I think this is just more fuel in the engine to drive this stock higher,” Wedbush analyst Dan Ives told Yahoo Finance Live. “It just shows [Microsoft CEO Satya Nadella] in this cloud arms race is continuing to gain share.”According to Ives, Microsoft, which has seen it","content":"<p>Microsoft (MSFT) reported its&nbsp;fiscal Q1 2022 earnings on Tuesday, smashing Wall Street’s expectations, as cloud revenue jumped 36% year-over-year. And according to at least one analyst, that could light a fire under the company’s stock.</p>\n<p>“I think this is just more fuel in the engine to drive this stock higher,” Wedbush analyst Dan Ives told Yahoo Finance Live. “It just shows [Microsoft CEO Satya Nadella] in this cloud arms race is continuing to gain share.”</p>\n<p>According to Ives, Microsoft, which has seen its stock jump 39% year-to-date to $310.11 a share as of Tuesday, is set to cross the $400 threshold. The stock was up just over 3% on Wednesday morning, trading at roughly $319 a share.</p>\n<p>For the quarter, Microsoft’s cloud services generated $20.7 billion in revenue. The company is second in terms of cloud market share behind Amazon (AMZN), and ahead of Google (GOOG,GOOGL) and IBM (IBM).</p>\n<p>The corporate cloud is still in its early days, and spending is expected to continue to increase as more firms ditch their own on-premises servers and rent out cloud computing capabilities. And the increased move to remote work has only added to that. What’s more, Ives doesn’t believe that a return to office work for employees will hurt Microsoft’s cloud business, either.</p>\n<p>“Go back the last six months, the haters will say that this is going to be a decelerating cloud, because of a COVID pull forward, instead it’s the opposite,” Ives said.</p>\n<p>Microsoft, of course, isn’t just seeing growth in its cloud business. It’s also continuing to do well in terms of sales of its PC business.</p>\n<p>The company, which launched itsnew Windows 11 operating system on Oct. 5, has grown its More Personal Computing segment by 15% year-over-year. But the ongoing chip shortage could bite into that going forward as chips for desktops and laptops become scarce and more expensive.</p>\n<p>The chip shortage has also stung Microsoft’s gaming business, which falls under the More Personal Computing segment,. The company’s Xbox Series X and Series S consoles are still incredibly hard to come by nearly a year after they hit the market. And third-party sellers are charging nearly double their starting prices of $499 and $299, respectively.</p>\n<p>To Ives, however, that’s simply “noise” next to the larger cloud story at Microsoft.</p>\n<p>“This is all about the cloud transformation,” he said. “They’ve turned into a cloud behemoth at Microsoft. This is a $2 trillion market that’s still in the third inning of playing out. On a cloud transformation I think that’s how you get a stock with a four in front of it.”</p>","source":"lsy1612507957220","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>Microsoft stock set to hit $400 as it becomes ‘cloud behemoth,’ analyst says</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\">\nMicrosoft stock set to hit $400 as it becomes ‘cloud behemoth,’ analyst says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-27 22:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/microsoft-stock-set-to-hit-400-as-it-becomes-cloud-behemoth-analyst-says-141608286.html><strong>finance.yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (MSFT) reported its fiscal Q1 2022 earnings on Tuesday, smashing Wall Street’s expectations, as cloud revenue jumped 36% year-over-year. And according to at least one analyst, that could ...</p>\n\n<a href=\"https://finance.yahoo.com/news/microsoft-stock-set-to-hit-400-as-it-becomes-cloud-behemoth-analyst-says-141608286.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://finance.yahoo.com/news/microsoft-stock-set-to-hit-400-as-it-becomes-cloud-behemoth-analyst-says-141608286.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148473544","content_text":"Microsoft (MSFT) reported its fiscal Q1 2022 earnings on Tuesday, smashing Wall Street’s expectations, as cloud revenue jumped 36% year-over-year. And according to at least one analyst, that could light a fire under the company’s stock.\n“I think this is just more fuel in the engine to drive this stock higher,” Wedbush analyst Dan Ives told Yahoo Finance Live. “It just shows [Microsoft CEO Satya Nadella] in this cloud arms race is continuing to gain share.”\nAccording to Ives, Microsoft, which has seen its stock jump 39% year-to-date to $310.11 a share as of Tuesday, is set to cross the $400 threshold. The stock was up just over 3% on Wednesday morning, trading at roughly $319 a share.\nFor the quarter, Microsoft’s cloud services generated $20.7 billion in revenue. The company is second in terms of cloud market share behind Amazon (AMZN), and ahead of Google (GOOG,GOOGL) and IBM (IBM).\nThe corporate cloud is still in its early days, and spending is expected to continue to increase as more firms ditch their own on-premises servers and rent out cloud computing capabilities. And the increased move to remote work has only added to that. What’s more, Ives doesn’t believe that a return to office work for employees will hurt Microsoft’s cloud business, either.\n“Go back the last six months, the haters will say that this is going to be a decelerating cloud, because of a COVID pull forward, instead it’s the opposite,” Ives said.\nMicrosoft, of course, isn’t just seeing growth in its cloud business. It’s also continuing to do well in terms of sales of its PC business.\nThe company, which launched itsnew Windows 11 operating system on Oct. 5, has grown its More Personal Computing segment by 15% year-over-year. But the ongoing chip shortage could bite into that going forward as chips for desktops and laptops become scarce and more expensive.\nThe chip shortage has also stung Microsoft’s gaming business, which falls under the More Personal Computing segment,. The company’s Xbox Series X and Series S consoles are still incredibly hard to come by nearly a year after they hit the market. And third-party sellers are charging nearly double their starting prices of $499 and $299, respectively.\nTo Ives, however, that’s simply “noise” next to the larger cloud story at Microsoft.\n“This is all about the cloud transformation,” he said. “They’ve turned into a cloud behemoth at Microsoft. This is a $2 trillion market that’s still in the third inning of playing out. On a cloud transformation I think that’s how you get a stock with a four in front of it.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825270182,"gmtCreate":1634239072199,"gmtModify":1634239072262,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568712936130316","idStr":"3568712936130316"},"themes":[],"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/825270182","repostId":"1137620898","repostType":4,"isVote":1,"tweetType":1,"viewCount":1211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823472225,"gmtCreate":1633657876236,"gmtModify":1633658107947,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568712936130316","idStr":"3568712936130316"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823472225","repostId":"1169685825","repostType":4,"isVote":1,"tweetType":1,"viewCount":1394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860230607,"gmtCreate":1632181205809,"gmtModify":1632802317546,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568712936130316","idStr":"3568712936130316"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/860230607","repostId":"1100031374","repostType":4,"repost":{"id":"1100031374","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":1631587259,"share":"https://www.laohu8.com/m/news/1100031374?lang=&edition=full","pubTime":"2021-09-14 10:40","market":"us","language":"zh","title":"提醒：中秋节休市安排来了！港股22日休市","url":"https://stock-news.laohu8.com/highlight/detail?id=1100031374","media":"老虎资讯综合","summary":"2021年中秋节假期即将来临！各主要市场休市安排如下：港股：\n\n\n9月22日（周三）休市。9月23日（周四）起照常开市。\n\n\nA股：\n\n\n9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。\n\n\n美股、英股、澳股、新加坡股市照常交易。\n\n\n沪股通和深股通：\n\n\n9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。\n\n\n港股通：\n\n\n9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。","content":"<p>2021年中秋节假期即将来临！各主要市场休市安排如下：<img src=\"https://static.tigerbbs.com/a514042f0cc485274181ed3db4bcf541\" tg-width=\"1103\" tg-height=\"746\" width=\"100%\" height=\"auto\"><b>港股：</b></p>\n<p>9月22日（周三）休市。9月23日（周四）起照常开市。</p>\n<p><b>A股：</b></p>\n<p>9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。</p>\n<p><b>美股、英股、澳股、新加坡股市照常交易。</b></p>\n<p><b>沪股通和深股通：</b></p>\n<p>9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。</p>\n<p><b>港股通：</b></p>\n<p>9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。</p>\n<p><img src=\"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9\" tg-width=\"2048\" tg-height=\"1311\" 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>提醒：中秋节休市安排来了！港股22日休市</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提醒：中秋节休市安排来了！港股22日休市\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\">2021-09-14 10:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2021年中秋节假期即将来临！各主要市场休市安排如下：<img src=\"https://static.tigerbbs.com/a514042f0cc485274181ed3db4bcf541\" tg-width=\"1103\" tg-height=\"746\" width=\"100%\" height=\"auto\"><b>港股：</b></p>\n<p>9月22日（周三）休市。9月23日（周四）起照常开市。</p>\n<p><b>A股：</b></p>\n<p>9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。</p>\n<p><b>美股、英股、澳股、新加坡股市照常交易。</b></p>\n<p><b>沪股通和深股通：</b></p>\n<p>9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。</p>\n<p><b>港股通：</b></p>\n<p>9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。</p>\n<p><img src=\"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9\" tg-width=\"2048\" tg-height=\"1311\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100031374","content_text":"2021年中秋节假期即将来临！各主要市场休市安排如下：港股：\n9月22日（周三）休市。9月23日（周四）起照常开市。\nA股：\n9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。\n美股、英股、澳股、新加坡股市照常交易。\n沪股通和深股通：\n9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。\n港股通：\n9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。","news_type":1},"isVote":1,"tweetType":1,"viewCount":785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818205401,"gmtCreate":1630409859603,"gmtModify":1631891664041,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568712936130316","idStr":"3568712936130316"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/818205401","repostId":"811420349","repostType":1,"repost":{"id":811420349,"gmtCreate":1630337646278,"gmtModify":1704958786498,"author":{"id":"58341441844653","authorId":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72cb6e0fea0279b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"58341441844653","idStr":"58341441844653"},"themes":[],"title":"财报大超预期，美团买点到了吗？","htmlText":"8月30日，美团发布2021年第2季度财报。数据显示，美团在今年第2季度实现营收437.6亿元，较去年同期增长77%，超分析师预期的423.57亿元。二季度调整后净亏损22.17亿元人民币，超分析师预期的亏损40.4亿元人民币。从财报来看，餐饮外卖，到店等核心业务延续强势表现，营收与净亏损业务均好于分析师预期，不过考虑到政策的不确定性，在这份超预期的财报下，实则内含隐忧。 外卖、到店等核心业务强劲增长 美团在今年第2季度实现营收437.6亿元，较去年同期增长77%，超分析师预期的423.57亿元，创历史新高。从业务细分来看，餐饮外卖业务仍然创收的助力。餐饮外卖业务交易金额同比增长59.5%至人民币1,736亿元。收入同比增长59.0%至人民币231亿元。美团外卖业务大幅领先老对手饿了么。根据阿里最新一季度财报，以饿了么的平台佣金为主的本地生活服务收入为人民币87.57亿元，同比增长23%。单看营收，美团外卖收入接近于3倍的饿了么。 美团餐饮外卖日均交易笔数同比增长58.9%至3890万笔，从增速来看与外卖业务的交易金额GMV持平，说明美团外卖业务的增长主要来自交易笔数增加，以及骑手效率的提升。其实这个数据还是比较少见的，去年一年，美团外卖GMV增速都是大于外卖交易笔数的。而之所以造成这一差异主要是因为物价，相信很多朋友都注意到随着疫情好转，全国居民的消费价格一直处于环比下降。像是去年增长最高的猪肉价格在本季度出现下滑，随着疫情放缓，生猪产能恢复，再加上夏季饮食清淡，猪肉市场进入消费淡季，而生猪产能依旧过剩，导致猪肉价格持续走低。另外，为保供稳价，今年上半年国家陆续出台了一系列政策，目前市场供应较为宽松，再加上今年夏粮丰收，预计下半年粮油价格将继续保持平稳态势。从长期来看物价稳定，有利于提升消费者购买外卖的需求，对美团的外卖业务绝对是个利好。不只是外卖业务，美团的到店酒店及旅","listText":"8月30日，美团发布2021年第2季度财报。数据显示，美团在今年第2季度实现营收437.6亿元，较去年同期增长77%，超分析师预期的423.57亿元。二季度调整后净亏损22.17亿元人民币，超分析师预期的亏损40.4亿元人民币。从财报来看，餐饮外卖，到店等核心业务延续强势表现，营收与净亏损业务均好于分析师预期，不过考虑到政策的不确定性，在这份超预期的财报下，实则内含隐忧。 外卖、到店等核心业务强劲增长 美团在今年第2季度实现营收437.6亿元，较去年同期增长77%，超分析师预期的423.57亿元，创历史新高。从业务细分来看，餐饮外卖业务仍然创收的助力。餐饮外卖业务交易金额同比增长59.5%至人民币1,736亿元。收入同比增长59.0%至人民币231亿元。美团外卖业务大幅领先老对手饿了么。根据阿里最新一季度财报，以饿了么的平台佣金为主的本地生活服务收入为人民币87.57亿元，同比增长23%。单看营收，美团外卖收入接近于3倍的饿了么。 美团餐饮外卖日均交易笔数同比增长58.9%至3890万笔，从增速来看与外卖业务的交易金额GMV持平，说明美团外卖业务的增长主要来自交易笔数增加，以及骑手效率的提升。其实这个数据还是比较少见的，去年一年，美团外卖GMV增速都是大于外卖交易笔数的。而之所以造成这一差异主要是因为物价，相信很多朋友都注意到随着疫情好转，全国居民的消费价格一直处于环比下降。像是去年增长最高的猪肉价格在本季度出现下滑，随着疫情放缓，生猪产能恢复，再加上夏季饮食清淡，猪肉市场进入消费淡季，而生猪产能依旧过剩，导致猪肉价格持续走低。另外，为保供稳价，今年上半年国家陆续出台了一系列政策，目前市场供应较为宽松，再加上今年夏粮丰收，预计下半年粮油价格将继续保持平稳态势。从长期来看物价稳定，有利于提升消费者购买外卖的需求，对美团的外卖业务绝对是个利好。不只是外卖业务，美团的到店酒店及旅","text":"8月30日，美团发布2021年第2季度财报。数据显示，美团在今年第2季度实现营收437.6亿元，较去年同期增长77%，超分析师预期的423.57亿元。二季度调整后净亏损22.17亿元人民币，超分析师预期的亏损40.4亿元人民币。从财报来看，餐饮外卖，到店等核心业务延续强势表现，营收与净亏损业务均好于分析师预期，不过考虑到政策的不确定性，在这份超预期的财报下，实则内含隐忧。 外卖、到店等核心业务强劲增长 美团在今年第2季度实现营收437.6亿元，较去年同期增长77%，超分析师预期的423.57亿元，创历史新高。从业务细分来看，餐饮外卖业务仍然创收的助力。餐饮外卖业务交易金额同比增长59.5%至人民币1,736亿元。收入同比增长59.0%至人民币231亿元。美团外卖业务大幅领先老对手饿了么。根据阿里最新一季度财报，以饿了么的平台佣金为主的本地生活服务收入为人民币87.57亿元，同比增长23%。单看营收，美团外卖收入接近于3倍的饿了么。 美团餐饮外卖日均交易笔数同比增长58.9%至3890万笔，从增速来看与外卖业务的交易金额GMV持平，说明美团外卖业务的增长主要来自交易笔数增加，以及骑手效率的提升。其实这个数据还是比较少见的，去年一年，美团外卖GMV增速都是大于外卖交易笔数的。而之所以造成这一差异主要是因为物价，相信很多朋友都注意到随着疫情好转，全国居民的消费价格一直处于环比下降。像是去年增长最高的猪肉价格在本季度出现下滑，随着疫情放缓，生猪产能恢复，再加上夏季饮食清淡，猪肉市场进入消费淡季，而生猪产能依旧过剩，导致猪肉价格持续走低。另外，为保供稳价，今年上半年国家陆续出台了一系列政策，目前市场供应较为宽松，再加上今年夏粮丰收，预计下半年粮油价格将继续保持平稳态势。从长期来看物价稳定，有利于提升消费者购买外卖的需求，对美团的外卖业务绝对是个利好。不只是外卖业务，美团的到店酒店及旅","images":[{"img":"https://static.tigerbbs.com/0019670c920ccc0ddf3b38417f5858db","width":"865","height":"518"},{"img":"https://static.tigerbbs.com/184ea33c10982a503eebdbd3617186d6","width":"865","height":"542"},{"img":"https://static.tigerbbs.com/66c54735d650d5d04b19ed5b1099da1c","width":"865","height":"602"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811420349","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1096,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":897349837,"gmtCreate":1628895159629,"gmtModify":1631891664044,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568712936130316","idStr":"3568712936130316"},"themes":[],"htmlText":"6","listText":"6","text":"6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897349837","repostId":"2159905092","repostType":4,"isVote":1,"tweetType":1,"viewCount":479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891800229,"gmtCreate":1628370967261,"gmtModify":1631891664047,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568712936130316","idStr":"3568712936130316"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891800229","repostId":"1128574267","repostType":4,"repost":{"id":"1128574267","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":1628323249,"share":"https://www.laohu8.com/m/news/1128574267?lang=&edition=full","pubTime":"2021-08-07 16:00","market":"hk","language":"zh","title":"三部门：平台不得制定损害外卖骑手等劳动者安全健康考核指标","url":"https://stock-news.laohu8.com/highlight/detail?id=1128574267","media":"老虎资讯综合","summary":"汇8月7日，近日，应急管理部、公安部、人力资源和社会保障部相关司局联合召开重点平台经济企业安全生产和劳动权益保障宣贯会议。\n会议要求各平台经济企业牢固树立安全生产“红线”意识和底线思维，加强安全生产警","content":"<p>汇8月7日，近日，应急管理部、公安部、人力资源和社会保障部相关司局联合召开重点平台经济企业安全生产和劳动权益保障宣贯会议。</p>\n<p>会议要求各平台经济企业牢固树立安全生产“红线”意识和底线思维，加强安全生产警示教育和配送运输工具合规性检查，引导安全文明配送。</p>\n<p>要重视劳动者身心健康，优化平台算法，不得制定损害劳动者安全健康的考核指标，有效防范化解新就业形态安全风险，维护外卖骑手等劳动者生命安全和劳动权益，不断提升人民群众幸福感、安全感。</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>三部门：平台不得制定损害外卖骑手等劳动者安全健康考核指标</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三部门：平台不得制定损害外卖骑手等劳动者安全健康考核指标\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-07 16:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>汇8月7日，近日，应急管理部、公安部、人力资源和社会保障部相关司局联合召开重点平台经济企业安全生产和劳动权益保障宣贯会议。</p>\n<p>会议要求各平台经济企业牢固树立安全生产“红线”意识和底线思维，加强安全生产警示教育和配送运输工具合规性检查，引导安全文明配送。</p>\n<p>要重视劳动者身心健康，优化平台算法，不得制定损害劳动者安全健康的考核指标，有效防范化解新就业形态安全风险，维护外卖骑手等劳动者生命安全和劳动权益，不断提升人民群众幸福感、安全感。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c972a78fbe34096796ada872b683e450","relate_stocks":{"03690":"美团-W","MPNGY":"美团ADR"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128574267","content_text":"汇8月7日，近日，应急管理部、公安部、人力资源和社会保障部相关司局联合召开重点平台经济企业安全生产和劳动权益保障宣贯会议。\n会议要求各平台经济企业牢固树立安全生产“红线”意识和底线思维，加强安全生产警示教育和配送运输工具合规性检查，引导安全文明配送。\n要重视劳动者身心健康，优化平台算法，不得制定损害劳动者安全健康的考核指标，有效防范化解新就业形态安全风险，维护外卖骑手等劳动者生命安全和劳动权益，不断提升人民群众幸福感、安全感。","news_type":1},"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807674731,"gmtCreate":1628037076023,"gmtModify":1631891664050,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568712936130316","idStr":"3568712936130316"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807674731","repostId":"2156121830","repostType":4,"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803907573,"gmtCreate":1627399422792,"gmtModify":1631888699667,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568712936130316","idStr":"3568712936130316"},"themes":[],"htmlText":"$Ardelyx(ARDX)$ 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Inc.(MRIN)$财报出了就一路泄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173738842","isVote":1,"tweetType":1,"viewCount":651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":154508633,"gmtCreate":1625532488922,"gmtModify":1631891664055,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568712936130316","idStr":"3568712936130316"},"themes":[],"htmlText":"漂亮","listText":"漂亮","text":"漂亮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/154508633","repostId":"2149336991","repostType":4,"isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":155552181,"gmtCreate":1625446255543,"gmtModify":1631891664060,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568712936130316","idStr":"3568712936130316"},"themes":[],"htmlText":"哦","listText":"哦","text":"哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/155552181","repostId":"1113838192","repostType":4,"isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":155085486,"gmtCreate":1625364174345,"gmtModify":1631891664063,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568712936130316","idStr":"3568712936130316"},"themes":[],"htmlText":"6","listText":"6","text":"6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/155085486","repostId":"2148807896","repostType":4,"repost":{"id":"2148807896","pubTimestamp":1625360214,"share":"https://www.laohu8.com/m/news/2148807896?lang=&edition=full","pubTime":"2021-07-04 08:56","market":"us","language":"zh","title":"靓眼的二季度汽车销售数据，只是风暴前的宁静？","url":"https://stock-news.laohu8.com/highlight/detail?id=2148807896","media":"智通财经","summary":"本周，美股汽车制造商相继公布了2021年第二季度的销售数据。随着电动汽车投资的增加和芯片短缺可能导致销量暴跌，投资者一直期待这些数据能为下半年的展望提供关键线索。\n数据显示，在第二季度和今年迄今为止，","content":"<p>本周，美股汽车制造商相继公布了2021年第二季度的销售数据。随着电动汽车投资的增加和芯片短缺可能导致销量暴跌，投资者一直期待这些数据能为下半年的展望提供关键线索。</p>\n<p>数据显示，在第二季度和今年迄今为止，由于需求强劲，各家汽车制造商的销量继续走高。</p>\n<p>然而，随着更多工厂被迫放慢生产速度，库存在这段时间内持续减少，供应不足开始严重影响销售。<b><a href=\"https://laohu8.com/S/GM\">通用汽车</a>公司、<a href=\"https://laohu8.com/S/F\">福特汽车</a>公司和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公司第二季度的交货期均未达到预期，其中福特汽车6月份的交货量突然下降。</b></p>\n<p>除非芯片短缺问题很快得到解决，产量回升，否则库存紧张对销售的影响只会越来越严重。<b>这对近几个月因销量增长和电动汽车乐观情绪双重推动而飞涨的的汽车制造商股价而言，将形成负面影响。</b></p>\n<p>通用汽车二季度存环比下降37%</p>\n<p>通用汽车周四发布销售报告显示，第二季度销量同比增长39.7%至688236辆，但未达到分析师的预期，此前分析师曾预期增长40%至43%。</p>\n<p>“消费者对汽车的需求很旺盛，但受到库存非常紧张的制约。我们预计，今年下半年到2022年，需求将继续保持高位，”通用汽车首席经济学家伊莱恩•巴克伯格表示。</p>\n<p>该公司在本季度末的库存只有211974辆，与第一季度相比下降了37%。它暂时闲置了几家北美工厂，并完全停止了韩国和巴西工厂的生产。</p>\n<p>尽管存在库存问题，但通用汽车确实从运营效率的提高中获益，这是因为一旦车辆到达经销商处，其销售速度非常快。许多经销商的周转率都在12天左右，这大约是过去几年的十分之一，从而提高了成本效益，减少了浪费。</p>\n<p>福特6月份销量下滑26.9%</p>\n<p>福特（F.US）比其他许多汽车制造商受到芯片短缺的影响更大。上周五公布的销售数据显示，该公司第二季度共售出475327辆汽车，较上年同期增长9.6%。分析师曾预计增长率在10.5-20.5%之间。</p>\n<p>福特6月份的销售数据更令人担忧。6月销量下降26.9%，其中F系列皮卡销量下降30%。由于库存减少，Fiesta和Flex等几款车型的销量降至零。</p>\n<p>此前，福特估计，由于芯片短缺，该公司第二季度的产量将减少一半。本周早些时候，额外减产会延续至7月份，这将进一步影响销售。</p>\n<p>二季度福特销售的亮点是，6月份电动汽车销量增长了117%，使得上年年销量达到56570辆创下纪录。</p>\n<p>特斯拉也需直面供应链逆风</p>\n<p>特斯拉（TSLA.US）公布，第二季度汽车交付量达到创纪录的201250辆，首次突破20万辆大关。然而，这与分析师预期的202800次交付量还有差距。</p>\n<p>尽管全球芯片短缺，特斯拉在三个月内生产的汽车数量确实超过了交付量，确保了足够的材料生产206421辆汽车。其中有204081辆是价格更为实惠的Model 3和Model Y，这说明价格实惠的车型需求增长速度继续快于价格更为昂贵的车型Model S和ModelX。</p>\n<p>不过，该公司确实也经历了供应链逆风。由于主要供应链价格压力，它进行了几次设计变更并提高了价格。“尤其是原材料，”首席执行官埃隆•马斯克在推特上说。</p>\n<p>在确保供应链优势方面，特斯拉似乎比传统汽车制造商做得更好，这有助于它在今年余下的时间里取得优异的业绩。由于某些车型的巡航控制系统意外启动的错误，该公司在中国召回了28.5万辆汽车，目前尚不清楚，这一问题可能会对特斯拉在中国的品牌形象造成多大影响，但特斯拉5月份在中国的销量减少了一半。</p>\n<p>芯片持续短缺</p>\n<p>据半导体工业协会（semiconductor Industry Association）的数据，仅在2020年，全球半导体销售额就增长了6.5%，达到4390亿美元。尽管当时行业前景黯淡，汽车制造商在疫情期间取消了大量芯片订单，但仍出现了这种增长。</p>\n<p>《半导体产业展望报告》预计，在消费电子、人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>、物联网和高级定制芯片的推动下，2021年至2026年期间，半导体市场的年复合增长率将达到6%。</p>\n<p>“在供应链中，仅仅缺少一个零件就意味着无法生产出使用该零件的整车，”市场分析师乔恩•加布里森在谈到汽车芯片短缺时评论称。“与因延迟发货或甚至影响单个供应商工厂而造成的临时延迟不同，芯片工厂的设计、建造和启动需要数年时间，因此摆脱这种状况并不是一个短期问题。”</p>\n<p>汽车制造商们表示，“希望”芯片短缺将在今年下半年得到缓解，但传统的汽车供应链往往效率低下，而且在半导体生产方面，汽车在优先权方面也处于落后地位。</p>\n<p>来自IDC国际数据公司半导体部门的Mario Morales表示，汽车芯片短缺问题可能在第三季度会略有缓解，但是预计要到明年上半年完全恢复至正常水平，到那时汽车生产商才会有足够的芯片用于其运行智能系统、ABS刹车或动力总成。</p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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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靓眼的二季度汽车销售数据，只是风暴前的宁静？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-04 08:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/506850.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本周，美股汽车制造商相继公布了2021年第二季度的销售数据。随着电动汽车投资的增加和芯片短缺可能导致销量暴跌，投资者一直期待这些数据能为下半年的展望提供关键线索。\n数据显示，在第二季度和今年迄今为止，由于需求强劲，各家汽车制造商的销量继续走高。\n然而，随着更多工厂被迫放慢生产速度，库存在这段时间内持续减少，供应不足开始严重影响销售。通用汽车公司、福特汽车公司和特斯拉公司第二季度的交货期均未达到预期...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/506850.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/0f7ad6231fa72bee5d03b095a82ec258","relate_stocks":{"TSLA":"特斯拉","F":"福特汽车"},"source_url":"http://www.zhitongcaijing.com/content/detail/506850.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148807896","content_text":"本周，美股汽车制造商相继公布了2021年第二季度的销售数据。随着电动汽车投资的增加和芯片短缺可能导致销量暴跌，投资者一直期待这些数据能为下半年的展望提供关键线索。\n数据显示，在第二季度和今年迄今为止，由于需求强劲，各家汽车制造商的销量继续走高。\n然而，随着更多工厂被迫放慢生产速度，库存在这段时间内持续减少，供应不足开始严重影响销售。通用汽车公司、福特汽车公司和特斯拉公司第二季度的交货期均未达到预期，其中福特汽车6月份的交货量突然下降。\n除非芯片短缺问题很快得到解决，产量回升，否则库存紧张对销售的影响只会越来越严重。这对近几个月因销量增长和电动汽车乐观情绪双重推动而飞涨的的汽车制造商股价而言，将形成负面影响。\n通用汽车二季度存环比下降37%\n通用汽车周四发布销售报告显示，第二季度销量同比增长39.7%至688236辆，但未达到分析师的预期，此前分析师曾预期增长40%至43%。\n“消费者对汽车的需求很旺盛，但受到库存非常紧张的制约。我们预计，今年下半年到2022年，需求将继续保持高位，”通用汽车首席经济学家伊莱恩•巴克伯格表示。\n该公司在本季度末的库存只有211974辆，与第一季度相比下降了37%。它暂时闲置了几家北美工厂，并完全停止了韩国和巴西工厂的生产。\n尽管存在库存问题，但通用汽车确实从运营效率的提高中获益，这是因为一旦车辆到达经销商处，其销售速度非常快。许多经销商的周转率都在12天左右，这大约是过去几年的十分之一，从而提高了成本效益，减少了浪费。\n福特6月份销量下滑26.9%\n福特（F.US）比其他许多汽车制造商受到芯片短缺的影响更大。上周五公布的销售数据显示，该公司第二季度共售出475327辆汽车，较上年同期增长9.6%。分析师曾预计增长率在10.5-20.5%之间。\n福特6月份的销售数据更令人担忧。6月销量下降26.9%，其中F系列皮卡销量下降30%。由于库存减少，Fiesta和Flex等几款车型的销量降至零。\n此前，福特估计，由于芯片短缺，该公司第二季度的产量将减少一半。本周早些时候，额外减产会延续至7月份，这将进一步影响销售。\n二季度福特销售的亮点是，6月份电动汽车销量增长了117%，使得上年年销量达到56570辆创下纪录。\n特斯拉也需直面供应链逆风\n特斯拉（TSLA.US）公布，第二季度汽车交付量达到创纪录的201250辆，首次突破20万辆大关。然而，这与分析师预期的202800次交付量还有差距。\n尽管全球芯片短缺，特斯拉在三个月内生产的汽车数量确实超过了交付量，确保了足够的材料生产206421辆汽车。其中有204081辆是价格更为实惠的Model 3和Model Y，这说明价格实惠的车型需求增长速度继续快于价格更为昂贵的车型Model S和ModelX。\n不过，该公司确实也经历了供应链逆风。由于主要供应链价格压力，它进行了几次设计变更并提高了价格。“尤其是原材料，”首席执行官埃隆•马斯克在推特上说。\n在确保供应链优势方面，特斯拉似乎比传统汽车制造商做得更好，这有助于它在今年余下的时间里取得优异的业绩。由于某些车型的巡航控制系统意外启动的错误，该公司在中国召回了28.5万辆汽车，目前尚不清楚，这一问题可能会对特斯拉在中国的品牌形象造成多大影响，但特斯拉5月份在中国的销量减少了一半。\n芯片持续短缺\n据半导体工业协会（semiconductor Industry Association）的数据，仅在2020年，全球半导体销售额就增长了6.5%，达到4390亿美元。尽管当时行业前景黯淡，汽车制造商在疫情期间取消了大量芯片订单，但仍出现了这种增长。\n《半导体产业展望报告》预计，在消费电子、人工智能、物联网和高级定制芯片的推动下，2021年至2026年期间，半导体市场的年复合增长率将达到6%。\n“在供应链中，仅仅缺少一个零件就意味着无法生产出使用该零件的整车，”市场分析师乔恩•加布里森在谈到汽车芯片短缺时评论称。“与因延迟发货或甚至影响单个供应商工厂而造成的临时延迟不同，芯片工厂的设计、建造和启动需要数年时间，因此摆脱这种状况并不是一个短期问题。”\n汽车制造商们表示，“希望”芯片短缺将在今年下半年得到缓解，但传统的汽车供应链往往效率低下，而且在半导体生产方面，汽车在优先权方面也处于落后地位。\n来自IDC国际数据公司半导体部门的Mario Morales表示，汽车芯片短缺问题可能在第三季度会略有缓解，但是预计要到明年上半年完全恢复至正常水平，到那时汽车生产商才会有足够的芯片用于其运行智能系统、ABS刹车或动力总成。","news_type":1},"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155086062,"gmtCreate":1625364113056,"gmtModify":1631891664068,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568712936130316","idStr":"3568712936130316"},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/155086062","repostId":"1148136461","repostType":4,"isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":803907573,"gmtCreate":1627399422792,"gmtModify":1631888699667,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568712936130316","authorIdStr":"3568712936130316"},"themes":[],"htmlText":"$Ardelyx(ARDX)$ to the moon","listText":"$Ardelyx(ARDX)$ to the moon","text":"$Ardelyx(ARDX)$ to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/803907573","isVote":1,"tweetType":1,"viewCount":1599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860230607,"gmtCreate":1632181205809,"gmtModify":1632802317546,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568712936130316","authorIdStr":"3568712936130316"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/860230607","repostId":"1100031374","repostType":4,"repost":{"id":"1100031374","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":1631587259,"share":"https://www.laohu8.com/m/news/1100031374?lang=&edition=full","pubTime":"2021-09-14 10:40","market":"us","language":"zh","title":"提醒：中秋节休市安排来了！港股22日休市","url":"https://stock-news.laohu8.com/highlight/detail?id=1100031374","media":"老虎资讯综合","summary":"2021年中秋节假期即将来临！各主要市场休市安排如下：港股：\n\n\n9月22日（周三）休市。9月23日（周四）起照常开市。\n\n\nA股：\n\n\n9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。\n\n\n美股、英股、澳股、新加坡股市照常交易。\n\n\n沪股通和深股通：\n\n\n9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。\n\n\n港股通：\n\n\n9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。","content":"<p>2021年中秋节假期即将来临！各主要市场休市安排如下：<img src=\"https://static.tigerbbs.com/a514042f0cc485274181ed3db4bcf541\" tg-width=\"1103\" tg-height=\"746\" width=\"100%\" height=\"auto\"><b>港股：</b></p>\n<p>9月22日（周三）休市。9月23日（周四）起照常开市。</p>\n<p><b>A股：</b></p>\n<p>9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。</p>\n<p><b>美股、英股、澳股、新加坡股市照常交易。</b></p>\n<p><b>沪股通和深股通：</b></p>\n<p>9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。</p>\n<p><b>港股通：</b></p>\n<p>9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。</p>\n<p><img src=\"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9\" tg-width=\"2048\" tg-height=\"1311\" 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>提醒：中秋节休市安排来了！港股22日休市</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提醒：中秋节休市安排来了！港股22日休市\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\">2021-09-14 10:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2021年中秋节假期即将来临！各主要市场休市安排如下：<img src=\"https://static.tigerbbs.com/a514042f0cc485274181ed3db4bcf541\" tg-width=\"1103\" tg-height=\"746\" width=\"100%\" height=\"auto\"><b>港股：</b></p>\n<p>9月22日（周三）休市。9月23日（周四）起照常开市。</p>\n<p><b>A股：</b></p>\n<p>9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。</p>\n<p><b>美股、英股、澳股、新加坡股市照常交易。</b></p>\n<p><b>沪股通和深股通：</b></p>\n<p>9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。</p>\n<p><b>港股通：</b></p>\n<p>9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。</p>\n<p><img src=\"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9\" tg-width=\"2048\" tg-height=\"1311\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100031374","content_text":"2021年中秋节假期即将来临！各主要市场休市安排如下：港股：\n9月22日（周三）休市。9月23日（周四）起照常开市。\nA股：\n9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。\n美股、英股、澳股、新加坡股市照常交易。\n沪股通和深股通：\n9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。\n港股通：\n9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。","news_type":1},"isVote":1,"tweetType":1,"viewCount":785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":178769925,"gmtCreate":1626838059967,"gmtModify":1631891664054,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568712936130316","authorIdStr":"3568712936130316"},"themes":[],"htmlText":"6","listText":"6","text":"6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/178769925","repostId":"1166715880","repostType":4,"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154508633,"gmtCreate":1625532488922,"gmtModify":1631891664055,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568712936130316","authorIdStr":"3568712936130316"},"themes":[],"htmlText":"漂亮","listText":"漂亮","text":"漂亮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/154508633","repostId":"2149336991","repostType":4,"isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825270182,"gmtCreate":1634239072199,"gmtModify":1634239072262,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568712936130316","authorIdStr":"3568712936130316"},"themes":[],"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/825270182","repostId":"1137620898","repostType":4,"repost":{"id":"1137620898","pubTimestamp":1634224698,"share":"https://www.laohu8.com/m/news/1137620898?lang=&edition=full","pubTime":"2021-10-14 23:18","market":"other","language":"zh","title":"欧盟：对大型科技公司反垄断，必须以最快速度干预","url":"https://stock-news.laohu8.com/highlight/detail?id=1137620898","media":"新浪科技","summary":"分析人士称，这可能为欧盟未来如何解决放垄断问题定下了基调。","content":"<p>北京时间10月14日晚间消息，据报道，欧盟最高反垄断官员、欧盟委员会反垄断部门总干事奥利维尔·格尔森特（Olivier Guersend）今日表示，对于大型科技公司的反垄断行为，执法部门必须以最快的速度进行干预。</p>\n<p>格尔森特今日在一次在线会议上称：“我们必须迅速进行干预。如果你行动太慢，当科技巨头接管一个市场时，你最终可能会开出非常高的罚单，但损害已经造成，无法修复。”</p>\n<p>分析人士称，这可能为欧盟未来如何解决放垄断问题定下了基调。显然，他们将以最快的速度，对大型科技公司的不良行为采取措施。</p>\n<p>在此之前，欧盟对谷歌的调查速度和有效性，受到了外界的尖锐批评。欧盟已经对谷歌进行了近10年的调查，尽管面临90亿美元的反垄断罚款，以及各种反垄断命令，但谷歌仍在欧洲的搜索和广告市场占据着强大的地位。当前，谷歌还面临着欧盟的第四项反垄断调查。</p>\n<p>此外，格尔森特还表示，对于那些为规模较小的竞争对手制定规则的平台，欧盟也有必要对他们采取行动。这些平台包括亚马逊和苹果等公司。格尔森特说，监管机构必须运用“适当的补救措施”，下令改变其行为，仅仅通过他们的业务承诺或剥离部门是没有效果的。</p>","source":"sina_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n欧盟：对大型科技公司反垄断，必须以最快速度干预\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-14 23:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/2021-10-14/doc-iktzqtyu1478608.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间10月14日晚间消息，据报道，欧盟最高反垄断官员、欧盟委员会反垄断部门总干事奥利维尔·格尔森特（Olivier Guersend）今日表示，对于大型科技公司的反垄断行为，执法部门必须以最快的速度进行干预。\n格尔森特今日在一次在线会议上称：“我们必须迅速进行干预。如果你行动太慢，当科技巨头接管一个市场时，你最终可能会开出非常高的罚单，但损害已经造成，无法修复。”\n分析人士称，这可能为欧盟未来...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2021-10-14/doc-iktzqtyu1478608.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0970a85f7a2b3a6cb0996c91fb961d73","relate_stocks":{"512220":"TMTETF"},"source_url":"https://finance.sina.com.cn/tech/2021-10-14/doc-iktzqtyu1478608.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137620898","content_text":"北京时间10月14日晚间消息，据报道，欧盟最高反垄断官员、欧盟委员会反垄断部门总干事奥利维尔·格尔森特（Olivier Guersend）今日表示，对于大型科技公司的反垄断行为，执法部门必须以最快的速度进行干预。\n格尔森特今日在一次在线会议上称：“我们必须迅速进行干预。如果你行动太慢，当科技巨头接管一个市场时，你最终可能会开出非常高的罚单，但损害已经造成，无法修复。”\n分析人士称，这可能为欧盟未来如何解决放垄断问题定下了基调。显然，他们将以最快的速度，对大型科技公司的不良行为采取措施。\n在此之前，欧盟对谷歌的调查速度和有效性，受到了外界的尖锐批评。欧盟已经对谷歌进行了近10年的调查，尽管面临90亿美元的反垄断罚款，以及各种反垄断命令，但谷歌仍在欧洲的搜索和广告市场占据着强大的地位。当前，谷歌还面临着欧盟的第四项反垄断调查。\n此外，格尔森特还表示，对于那些为规模较小的竞争对手制定规则的平台，欧盟也有必要对他们采取行动。这些平台包括亚马逊和苹果等公司。格尔森特说，监管机构必须运用“适当的补救措施”，下令改变其行为，仅仅通过他们的业务承诺或剥离部门是没有效果的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":173738842,"gmtCreate":1626685524686,"gmtModify":1631885073468,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568712936130316","authorIdStr":"3568712936130316"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MRIN\">$Marin Software Inc.(MRIN)$</a>财报出了就一路泄","listText":"<a href=\"https://laohu8.com/S/MRIN\">$Marin Software Inc.(MRIN)$</a>财报出了就一路泄","text":"$Marin Software Inc.(MRIN)$财报出了就一路泄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173738842","isVote":1,"tweetType":1,"viewCount":651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":155552181,"gmtCreate":1625446255543,"gmtModify":1631891664060,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568712936130316","authorIdStr":"3568712936130316"},"themes":[],"htmlText":"哦","listText":"哦","text":"哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/155552181","repostId":"1113838192","repostType":4,"repost":{"id":"1113838192","pubTimestamp":1625445805,"share":"https://www.laohu8.com/m/news/1113838192?lang=&edition=full","pubTime":"2021-07-05 08:43","market":"hk","language":"zh","title":"环时锐评：国家要求滴滴出行下架整改为何深得人心","url":"https://stock-news.laohu8.com/highlight/detail?id=1113838192","media":"环球时报","summary":"国家网信办4日晚间通报，经检测核实，“滴滴出行”App存在严重违法违规收集使用个人信息问题，已通知应用商店下架该APP，要求滴滴出行认真整改。\n国家网信办的通报在第一时间受到公众的普遍支持。滴滴出行据","content":"<p>国家网信办4日晚间通报，经检测核实，“<a href=\"https://laohu8.com/S/DIDI\">滴滴出行</a>”App存在严重违法违规收集使用个人信息问题，已通知应用商店下架该APP，要求滴滴出行认真整改。</p>\n<p>国家网信办的通报在第一时间受到公众的普遍支持。滴滴出行据报道占有中国网络叫车至少80%的市场份额，无数人在使用它，滴滴如何使用这些信息，公众当然很关心。</p>\n<p>互联网时代为人们提供了各种方便，但不知不觉之中，公众的个人信息安全也变得非常脆弱。一个人使用了某项服务，他的相关个人信息就被自动抓取记录了下来，我们经常在网上被要求授权自己的某个信息被记录使用，而那个时候基本没有拒绝授权的选择。人们无奈地面对了一个现实：自己的个人信息乃至部分隐私已经进入了大型公司的数据库，这是否会危害我们的安全，作为个人我们只能听天由命。</p>\n<p>滴滴出行属于网络高科技公司，它对在中国普及网络叫车服务起到积极推动作用，但它无疑也是大型互联网公司中掌握个人出行信息最详细的。网信办的通报指出滴滴出行“严重违法违规”收集使用个人信息，这很让人担心。滴滴出行似乎已经有能力对一个人的行为习惯进行“大数据分析”，这对个人来说当然构成了潜在信息风险。</p>\n<p>我们希望，互联网巨头对应用者的信息收集遵循最小化原则，而非一网打尽的最大化原则。然而很多人怀疑，自己的信息被有的互联网公司做了最大化采集，被商用还属于比较轻的侵权，有些信息一旦泄露，可能给一些人带来意外的麻烦和冲击。</p>\n<p>人们尚不了解滴滴出行具体是如何违法违规收集使用个人信息的，但国家及时站出来保护个人信息，这一行动本身带给了人们国家在管这件事的信心。重要的是，互联网巨头往往在本行业走在了前头，国家不能够任由它们成为收集使用个人信息的规则制定者，标准一定要掌握在国家手中，从而确保那些巨头在收集个人信息方面是克制的，遵循最小化原则。决不能让任何一家互联网巨头成为比国家掌握还详细的中国人个人信息的超级数据库，更不能给它们对那些数据的随意使用权。</p>\n<p>尤其是像滴滴出行这样的公司，它在美国上市，其排第一第二的股东都是外国公司，国家对它的信息安全监管更需要是严格的，这既是维护个人信息安全，也是维护国家安全。监管不意味着限制发展，只有排除了风险后，用户才能更加放心，未来的市场空间才会更加广阔。</p>","source":"lsy1568628563230","collect":0,"html":"<!DOCTYPE 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}\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环时锐评：国家要求滴滴出行下架整改为何深得人心\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-05 08:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://opinion.huanqiu.com/article/43o4K21Rxr5><strong>环球时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>国家网信办4日晚间通报，经检测核实，“滴滴出行”App存在严重违法违规收集使用个人信息问题，已通知应用商店下架该APP，要求滴滴出行认真整改。\n国家网信办的通报在第一时间受到公众的普遍支持。滴滴出行据报道占有中国网络叫车至少80%的市场份额，无数人在使用它，滴滴如何使用这些信息，公众当然很关心。\n互联网时代为人们提供了各种方便，但不知不觉之中，公众的个人信息安全也变得非常脆弱。一个人使用了某项服务...</p>\n\n<a href=\"https://opinion.huanqiu.com/article/43o4K21Rxr5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c5ea7ede672eda39f3803f5271d88222","relate_stocks":{"DIDI":"滴滴(已退市)"},"source_url":"https://opinion.huanqiu.com/article/43o4K21Rxr5","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113838192","content_text":"国家网信办4日晚间通报，经检测核实，“滴滴出行”App存在严重违法违规收集使用个人信息问题，已通知应用商店下架该APP，要求滴滴出行认真整改。\n国家网信办的通报在第一时间受到公众的普遍支持。滴滴出行据报道占有中国网络叫车至少80%的市场份额，无数人在使用它，滴滴如何使用这些信息，公众当然很关心。\n互联网时代为人们提供了各种方便，但不知不觉之中，公众的个人信息安全也变得非常脆弱。一个人使用了某项服务，他的相关个人信息就被自动抓取记录了下来，我们经常在网上被要求授权自己的某个信息被记录使用，而那个时候基本没有拒绝授权的选择。人们无奈地面对了一个现实：自己的个人信息乃至部分隐私已经进入了大型公司的数据库，这是否会危害我们的安全，作为个人我们只能听天由命。\n滴滴出行属于网络高科技公司，它对在中国普及网络叫车服务起到积极推动作用，但它无疑也是大型互联网公司中掌握个人出行信息最详细的。网信办的通报指出滴滴出行“严重违法违规”收集使用个人信息，这很让人担心。滴滴出行似乎已经有能力对一个人的行为习惯进行“大数据分析”，这对个人来说当然构成了潜在信息风险。\n我们希望，互联网巨头对应用者的信息收集遵循最小化原则，而非一网打尽的最大化原则。然而很多人怀疑，自己的信息被有的互联网公司做了最大化采集，被商用还属于比较轻的侵权，有些信息一旦泄露，可能给一些人带来意外的麻烦和冲击。\n人们尚不了解滴滴出行具体是如何违法违规收集使用个人信息的，但国家及时站出来保护个人信息，这一行动本身带给了人们国家在管这件事的信心。重要的是，互联网巨头往往在本行业走在了前头，国家不能够任由它们成为收集使用个人信息的规则制定者，标准一定要掌握在国家手中，从而确保那些巨头在收集个人信息方面是克制的，遵循最小化原则。决不能让任何一家互联网巨头成为比国家掌握还详细的中国人个人信息的超级数据库，更不能给它们对那些数据的随意使用权。\n尤其是像滴滴出行这样的公司，它在美国上市，其排第一第二的股东都是外国公司，国家对它的信息安全监管更需要是严格的，这既是维护个人信息安全，也是维护国家安全。监管不意味着限制发展，只有排除了风险后，用户才能更加放心，未来的市场空间才会更加广阔。","news_type":1},"isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":155085486,"gmtCreate":1625364174345,"gmtModify":1631891664063,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568712936130316","authorIdStr":"3568712936130316"},"themes":[],"htmlText":"6","listText":"6","text":"6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/155085486","repostId":"2148807896","repostType":4,"repost":{"id":"2148807896","pubTimestamp":1625360214,"share":"https://www.laohu8.com/m/news/2148807896?lang=&edition=full","pubTime":"2021-07-04 08:56","market":"us","language":"zh","title":"靓眼的二季度汽车销售数据，只是风暴前的宁静？","url":"https://stock-news.laohu8.com/highlight/detail?id=2148807896","media":"智通财经","summary":"本周，美股汽车制造商相继公布了2021年第二季度的销售数据。随着电动汽车投资的增加和芯片短缺可能导致销量暴跌，投资者一直期待这些数据能为下半年的展望提供关键线索。\n数据显示，在第二季度和今年迄今为止，","content":"<p>本周，美股汽车制造商相继公布了2021年第二季度的销售数据。随着电动汽车投资的增加和芯片短缺可能导致销量暴跌，投资者一直期待这些数据能为下半年的展望提供关键线索。</p>\n<p>数据显示，在第二季度和今年迄今为止，由于需求强劲，各家汽车制造商的销量继续走高。</p>\n<p>然而，随着更多工厂被迫放慢生产速度，库存在这段时间内持续减少，供应不足开始严重影响销售。<b><a href=\"https://laohu8.com/S/GM\">通用汽车</a>公司、<a href=\"https://laohu8.com/S/F\">福特汽车</a>公司和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公司第二季度的交货期均未达到预期，其中福特汽车6月份的交货量突然下降。</b></p>\n<p>除非芯片短缺问题很快得到解决，产量回升，否则库存紧张对销售的影响只会越来越严重。<b>这对近几个月因销量增长和电动汽车乐观情绪双重推动而飞涨的的汽车制造商股价而言，将形成负面影响。</b></p>\n<p>通用汽车二季度存环比下降37%</p>\n<p>通用汽车周四发布销售报告显示，第二季度销量同比增长39.7%至688236辆，但未达到分析师的预期，此前分析师曾预期增长40%至43%。</p>\n<p>“消费者对汽车的需求很旺盛，但受到库存非常紧张的制约。我们预计，今年下半年到2022年，需求将继续保持高位，”通用汽车首席经济学家伊莱恩•巴克伯格表示。</p>\n<p>该公司在本季度末的库存只有211974辆，与第一季度相比下降了37%。它暂时闲置了几家北美工厂，并完全停止了韩国和巴西工厂的生产。</p>\n<p>尽管存在库存问题，但通用汽车确实从运营效率的提高中获益，这是因为一旦车辆到达经销商处，其销售速度非常快。许多经销商的周转率都在12天左右，这大约是过去几年的十分之一，从而提高了成本效益，减少了浪费。</p>\n<p>福特6月份销量下滑26.9%</p>\n<p>福特（F.US）比其他许多汽车制造商受到芯片短缺的影响更大。上周五公布的销售数据显示，该公司第二季度共售出475327辆汽车，较上年同期增长9.6%。分析师曾预计增长率在10.5-20.5%之间。</p>\n<p>福特6月份的销售数据更令人担忧。6月销量下降26.9%，其中F系列皮卡销量下降30%。由于库存减少，Fiesta和Flex等几款车型的销量降至零。</p>\n<p>此前，福特估计，由于芯片短缺，该公司第二季度的产量将减少一半。本周早些时候，额外减产会延续至7月份，这将进一步影响销售。</p>\n<p>二季度福特销售的亮点是，6月份电动汽车销量增长了117%，使得上年年销量达到56570辆创下纪录。</p>\n<p>特斯拉也需直面供应链逆风</p>\n<p>特斯拉（TSLA.US）公布，第二季度汽车交付量达到创纪录的201250辆，首次突破20万辆大关。然而，这与分析师预期的202800次交付量还有差距。</p>\n<p>尽管全球芯片短缺，特斯拉在三个月内生产的汽车数量确实超过了交付量，确保了足够的材料生产206421辆汽车。其中有204081辆是价格更为实惠的Model 3和Model Y，这说明价格实惠的车型需求增长速度继续快于价格更为昂贵的车型Model S和ModelX。</p>\n<p>不过，该公司确实也经历了供应链逆风。由于主要供应链价格压力，它进行了几次设计变更并提高了价格。“尤其是原材料，”首席执行官埃隆•马斯克在推特上说。</p>\n<p>在确保供应链优势方面，特斯拉似乎比传统汽车制造商做得更好，这有助于它在今年余下的时间里取得优异的业绩。由于某些车型的巡航控制系统意外启动的错误，该公司在中国召回了28.5万辆汽车，目前尚不清楚，这一问题可能会对特斯拉在中国的品牌形象造成多大影响，但特斯拉5月份在中国的销量减少了一半。</p>\n<p>芯片持续短缺</p>\n<p>据半导体工业协会（semiconductor Industry Association）的数据，仅在2020年，全球半导体销售额就增长了6.5%，达到4390亿美元。尽管当时行业前景黯淡，汽车制造商在疫情期间取消了大量芯片订单，但仍出现了这种增长。</p>\n<p>《半导体产业展望报告》预计，在消费电子、人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>、物联网和高级定制芯片的推动下，2021年至2026年期间，半导体市场的年复合增长率将达到6%。</p>\n<p>“在供应链中，仅仅缺少一个零件就意味着无法生产出使用该零件的整车，”市场分析师乔恩•加布里森在谈到汽车芯片短缺时评论称。“与因延迟发货或甚至影响单个供应商工厂而造成的临时延迟不同，芯片工厂的设计、建造和启动需要数年时间，因此摆脱这种状况并不是一个短期问题。”</p>\n<p>汽车制造商们表示，“希望”芯片短缺将在今年下半年得到缓解，但传统的汽车供应链往往效率低下，而且在半导体生产方面，汽车在优先权方面也处于落后地位。</p>\n<p>来自IDC国际数据公司半导体部门的Mario Morales表示，汽车芯片短缺问题可能在第三季度会略有缓解，但是预计要到明年上半年完全恢复至正常水平，到那时汽车生产商才会有足够的芯片用于其运行智能系统、ABS刹车或动力总成。</p>","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>靓眼的二季度汽车销售数据，只是风暴前的宁静？</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靓眼的二季度汽车销售数据，只是风暴前的宁静？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-04 08:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/506850.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本周，美股汽车制造商相继公布了2021年第二季度的销售数据。随着电动汽车投资的增加和芯片短缺可能导致销量暴跌，投资者一直期待这些数据能为下半年的展望提供关键线索。\n数据显示，在第二季度和今年迄今为止，由于需求强劲，各家汽车制造商的销量继续走高。\n然而，随着更多工厂被迫放慢生产速度，库存在这段时间内持续减少，供应不足开始严重影响销售。通用汽车公司、福特汽车公司和特斯拉公司第二季度的交货期均未达到预期...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/506850.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/0f7ad6231fa72bee5d03b095a82ec258","relate_stocks":{"TSLA":"特斯拉","F":"福特汽车"},"source_url":"http://www.zhitongcaijing.com/content/detail/506850.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148807896","content_text":"本周，美股汽车制造商相继公布了2021年第二季度的销售数据。随着电动汽车投资的增加和芯片短缺可能导致销量暴跌，投资者一直期待这些数据能为下半年的展望提供关键线索。\n数据显示，在第二季度和今年迄今为止，由于需求强劲，各家汽车制造商的销量继续走高。\n然而，随着更多工厂被迫放慢生产速度，库存在这段时间内持续减少，供应不足开始严重影响销售。通用汽车公司、福特汽车公司和特斯拉公司第二季度的交货期均未达到预期，其中福特汽车6月份的交货量突然下降。\n除非芯片短缺问题很快得到解决，产量回升，否则库存紧张对销售的影响只会越来越严重。这对近几个月因销量增长和电动汽车乐观情绪双重推动而飞涨的的汽车制造商股价而言，将形成负面影响。\n通用汽车二季度存环比下降37%\n通用汽车周四发布销售报告显示，第二季度销量同比增长39.7%至688236辆，但未达到分析师的预期，此前分析师曾预期增长40%至43%。\n“消费者对汽车的需求很旺盛，但受到库存非常紧张的制约。我们预计，今年下半年到2022年，需求将继续保持高位，”通用汽车首席经济学家伊莱恩•巴克伯格表示。\n该公司在本季度末的库存只有211974辆，与第一季度相比下降了37%。它暂时闲置了几家北美工厂，并完全停止了韩国和巴西工厂的生产。\n尽管存在库存问题，但通用汽车确实从运营效率的提高中获益，这是因为一旦车辆到达经销商处，其销售速度非常快。许多经销商的周转率都在12天左右，这大约是过去几年的十分之一，从而提高了成本效益，减少了浪费。\n福特6月份销量下滑26.9%\n福特（F.US）比其他许多汽车制造商受到芯片短缺的影响更大。上周五公布的销售数据显示，该公司第二季度共售出475327辆汽车，较上年同期增长9.6%。分析师曾预计增长率在10.5-20.5%之间。\n福特6月份的销售数据更令人担忧。6月销量下降26.9%，其中F系列皮卡销量下降30%。由于库存减少，Fiesta和Flex等几款车型的销量降至零。\n此前，福特估计，由于芯片短缺，该公司第二季度的产量将减少一半。本周早些时候，额外减产会延续至7月份，这将进一步影响销售。\n二季度福特销售的亮点是，6月份电动汽车销量增长了117%，使得上年年销量达到56570辆创下纪录。\n特斯拉也需直面供应链逆风\n特斯拉（TSLA.US）公布，第二季度汽车交付量达到创纪录的201250辆，首次突破20万辆大关。然而，这与分析师预期的202800次交付量还有差距。\n尽管全球芯片短缺，特斯拉在三个月内生产的汽车数量确实超过了交付量，确保了足够的材料生产206421辆汽车。其中有204081辆是价格更为实惠的Model 3和Model Y，这说明价格实惠的车型需求增长速度继续快于价格更为昂贵的车型Model S和ModelX。\n不过，该公司确实也经历了供应链逆风。由于主要供应链价格压力，它进行了几次设计变更并提高了价格。“尤其是原材料，”首席执行官埃隆•马斯克在推特上说。\n在确保供应链优势方面，特斯拉似乎比传统汽车制造商做得更好，这有助于它在今年余下的时间里取得优异的业绩。由于某些车型的巡航控制系统意外启动的错误，该公司在中国召回了28.5万辆汽车，目前尚不清楚，这一问题可能会对特斯拉在中国的品牌形象造成多大影响，但特斯拉5月份在中国的销量减少了一半。\n芯片持续短缺\n据半导体工业协会（semiconductor Industry Association）的数据，仅在2020年，全球半导体销售额就增长了6.5%，达到4390亿美元。尽管当时行业前景黯淡，汽车制造商在疫情期间取消了大量芯片订单，但仍出现了这种增长。\n《半导体产业展望报告》预计，在消费电子、人工智能、物联网和高级定制芯片的推动下，2021年至2026年期间，半导体市场的年复合增长率将达到6%。\n“在供应链中，仅仅缺少一个零件就意味着无法生产出使用该零件的整车，”市场分析师乔恩•加布里森在谈到汽车芯片短缺时评论称。“与因延迟发货或甚至影响单个供应商工厂而造成的临时延迟不同，芯片工厂的设计、建造和启动需要数年时间，因此摆脱这种状况并不是一个短期问题。”\n汽车制造商们表示，“希望”芯片短缺将在今年下半年得到缓解，但传统的汽车供应链往往效率低下，而且在半导体生产方面，汽车在优先权方面也处于落后地位。\n来自IDC国际数据公司半导体部门的Mario Morales表示，汽车芯片短缺问题可能在第三季度会略有缓解，但是预计要到明年上半年完全恢复至正常水平，到那时汽车生产商才会有足够的芯片用于其运行智能系统、ABS刹车或动力总成。","news_type":1},"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":855841513,"gmtCreate":1635354135237,"gmtModify":1635354135354,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568712936130316","authorIdStr":"3568712936130316"},"themes":[],"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855841513","repostId":"1148473544","repostType":2,"repost":{"id":"1148473544","pubTimestamp":1635345184,"share":"https://www.laohu8.com/m/news/1148473544?lang=&edition=full","pubTime":"2021-10-27 22:33","market":"us","language":"en","title":"Microsoft stock set to hit $400 as it becomes ‘cloud behemoth,’ analyst says","url":"https://stock-news.laohu8.com/highlight/detail?id=1148473544","media":"finance.yahoo","summary":"Microsoft  reported its fiscal Q1 2022 earnings on Tuesday, smashing Wall Street’s expectations, as cloud revenue jumped 36% year-over-year. And according to at least one analyst, that could light a fire under the company’s stock.“I think this is just more fuel in the engine to drive this stock higher,” Wedbush analyst Dan Ives told Yahoo Finance Live. “It just shows [Microsoft CEO Satya Nadella] in this cloud arms race is continuing to gain share.”According to Ives, Microsoft, which has seen it","content":"<p>Microsoft (MSFT) reported its&nbsp;fiscal Q1 2022 earnings on Tuesday, smashing Wall Street’s expectations, as cloud revenue jumped 36% year-over-year. And according to at least one analyst, that could light a fire under the company’s stock.</p>\n<p>“I think this is just more fuel in the engine to drive this stock higher,” Wedbush analyst Dan Ives told Yahoo Finance Live. “It just shows [Microsoft CEO Satya Nadella] in this cloud arms race is continuing to gain share.”</p>\n<p>According to Ives, Microsoft, which has seen its stock jump 39% year-to-date to $310.11 a share as of Tuesday, is set to cross the $400 threshold. The stock was up just over 3% on Wednesday morning, trading at roughly $319 a share.</p>\n<p>For the quarter, Microsoft’s cloud services generated $20.7 billion in revenue. The company is second in terms of cloud market share behind Amazon (AMZN), and ahead of Google (GOOG,GOOGL) and IBM (IBM).</p>\n<p>The corporate cloud is still in its early days, and spending is expected to continue to increase as more firms ditch their own on-premises servers and rent out cloud computing capabilities. And the increased move to remote work has only added to that. What’s more, Ives doesn’t believe that a return to office work for employees will hurt Microsoft’s cloud business, either.</p>\n<p>“Go back the last six months, the haters will say that this is going to be a decelerating cloud, because of a COVID pull forward, instead it’s the opposite,” Ives said.</p>\n<p>Microsoft, of course, isn’t just seeing growth in its cloud business. It’s also continuing to do well in terms of sales of its PC business.</p>\n<p>The company, which launched itsnew Windows 11 operating system on Oct. 5, has grown its More Personal Computing segment by 15% year-over-year. But the ongoing chip shortage could bite into that going forward as chips for desktops and laptops become scarce and more expensive.</p>\n<p>The chip shortage has also stung Microsoft’s gaming business, which falls under the More Personal Computing segment,. The company’s Xbox Series X and Series S consoles are still incredibly hard to come by nearly a year after they hit the market. And third-party sellers are charging nearly double their starting prices of $499 and $299, respectively.</p>\n<p>To Ives, however, that’s simply “noise” next to the larger cloud story at Microsoft.</p>\n<p>“This is all about the cloud transformation,” he said. “They’ve turned into a cloud behemoth at Microsoft. This is a $2 trillion market that’s still in the third inning of playing out. On a cloud transformation I think that’s how you get a stock with a four in front of it.”</p>","source":"lsy1612507957220","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>Microsoft stock set to hit $400 as it becomes ‘cloud behemoth,’ analyst says</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\">\nMicrosoft stock set to hit $400 as it becomes ‘cloud behemoth,’ analyst says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-27 22:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/microsoft-stock-set-to-hit-400-as-it-becomes-cloud-behemoth-analyst-says-141608286.html><strong>finance.yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (MSFT) reported its fiscal Q1 2022 earnings on Tuesday, smashing Wall Street’s expectations, as cloud revenue jumped 36% year-over-year. And according to at least one analyst, that could ...</p>\n\n<a href=\"https://finance.yahoo.com/news/microsoft-stock-set-to-hit-400-as-it-becomes-cloud-behemoth-analyst-says-141608286.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://finance.yahoo.com/news/microsoft-stock-set-to-hit-400-as-it-becomes-cloud-behemoth-analyst-says-141608286.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148473544","content_text":"Microsoft (MSFT) reported its fiscal Q1 2022 earnings on Tuesday, smashing Wall Street’s expectations, as cloud revenue jumped 36% year-over-year. And according to at least one analyst, that could light a fire under the company’s stock.\n“I think this is just more fuel in the engine to drive this stock higher,” Wedbush analyst Dan Ives told Yahoo Finance Live. “It just shows [Microsoft CEO Satya Nadella] in this cloud arms race is continuing to gain share.”\nAccording to Ives, Microsoft, which has seen its stock jump 39% year-to-date to $310.11 a share as of Tuesday, is set to cross the $400 threshold. The stock was up just over 3% on Wednesday morning, trading at roughly $319 a share.\nFor the quarter, Microsoft’s cloud services generated $20.7 billion in revenue. The company is second in terms of cloud market share behind Amazon (AMZN), and ahead of Google (GOOG,GOOGL) and IBM (IBM).\nThe corporate cloud is still in its early days, and spending is expected to continue to increase as more firms ditch their own on-premises servers and rent out cloud computing capabilities. And the increased move to remote work has only added to that. What’s more, Ives doesn’t believe that a return to office work for employees will hurt Microsoft’s cloud business, either.\n“Go back the last six months, the haters will say that this is going to be a decelerating cloud, because of a COVID pull forward, instead it’s the opposite,” Ives said.\nMicrosoft, of course, isn’t just seeing growth in its cloud business. It’s also continuing to do well in terms of sales of its PC business.\nThe company, which launched itsnew Windows 11 operating system on Oct. 5, has grown its More Personal Computing segment by 15% year-over-year. But the ongoing chip shortage could bite into that going forward as chips for desktops and laptops become scarce and more expensive.\nThe chip shortage has also stung Microsoft’s gaming business, which falls under the More Personal Computing segment,. The company’s Xbox Series X and Series S consoles are still incredibly hard to come by nearly a year after they hit the market. And third-party sellers are charging nearly double their starting prices of $499 and $299, respectively.\nTo Ives, however, that’s simply “noise” next to the larger cloud story at Microsoft.\n“This is all about the cloud transformation,” he said. “They’ve turned into a cloud behemoth at Microsoft. This is a $2 trillion market that’s still in the third inning of playing out. On a cloud transformation I think that’s how you get a stock with a four in front of it.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823472225,"gmtCreate":1633657876236,"gmtModify":1633658107947,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568712936130316","authorIdStr":"3568712936130316"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823472225","repostId":"1169685825","repostType":4,"repost":{"id":"1169685825","weMediaInfo":{"introduction":"投资界（PEdaily.cn）旗下，专注IPO动态","home_visible":1,"media_name":"天天IPO","id":"1099700194","head_image":"https://static.tigerbbs.com/3c9e619b59ea4ef89bf2c241dc6725fc"},"pubTimestamp":1633657299,"share":"https://www.laohu8.com/m/news/1169685825?lang=&edition=full","pubTime":"2021-10-08 09:41","market":"us","language":"zh","title":"被遗忘的独角兽：OYO要上市了，估值600亿","url":"https://stock-news.laohu8.com/highlight/detail?id=1169685825","media":"天天IPO","summary":"堪称全球酒店业史上最疯狂的存在，OYO一路跌跌撞撞，上演了一幕幕魔幻故事。\n\n超级独角兽OYO，终于要上市了。\n投资界获悉，印度经济型连锁酒店OYO刚刚正式向印度证券交易委员会（SEBI）正式递交了上","content":"<blockquote>\n 堪称全球酒店业史上最疯狂的存在，OYO一路跌跌撞撞，上演了一幕幕魔幻故事。\n</blockquote>\n<p>超级独角兽OYO，终于要上市了。</p>\n<p>投资界获悉，印度经济型连锁酒店OYO刚刚正式向印度证券交易委员会（SEBI）正式递交了上市招股书，目标融资约12亿美元。伴随着招股书的露出，这只几乎快要被遗忘的巨兽再次浮出水面——截至今年3月底的2021财年，OYO营收约5.57亿美元，亏损近5.26亿美元。</p>\n<p>OYO，一场硅谷式传奇。2013年，年仅20岁的印度小伙Ritesh Agarwal （中文名：李泰熙）在遍地是脏乱差的印度旅馆中看到了商机：把那些廉价旅馆整合起来，让普通人花不多的钱就能住上舒服的酒店，OYO由此诞生。8年间，OYO以令人咋舌的速度疯狂扩张，从最初那个印度古尔冈的小旅馆发展成为一个覆盖<b>80多个国家</b>超2.3万家的酒店猛兽。</p>\n<p><img src=\"https://static.tigerbbs.com/223c6f8105a38dfeca2c2c13528ed5d3\" tg-width=\"1006\" tg-height=\"601\" referrerpolicy=\"no-referrer\"></p>\n<p>堪称全球酒店业史上最疯狂的存在，OYO一路跌跌撞撞，上演了一幕幕魔幻融资故事，在孙正义掌舵的软银，以及红杉印度、光速创投、<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>、Airbnb、<a href=\"https://laohu8.com/S/MSFT\">微软</a>等一众VC/PE和企业投资方的簇拥下成为全球最耀眼的独角兽之一，目前估值约为<b>90亿美元</b>（约合人民币近600亿元）。</p>\n<p><b>90后小伙辍学开酒店，估值600亿</b></p>\n<p><b>现在要去IPO了</b></p>\n<p>OYO的故事，要从那一位神奇的印度年轻人说起。</p>\n<p>李泰熙，1993年出生在印度最贫穷区域之一的奥里萨邦东部小镇，打小不爱学习，但却热爱冒险，也对经商有着别样的热情。“当我还是个孩子时，就已经很清楚自己在做什么——我要成为一个创业家。”从13岁开始，他经常想出一些生意，比如向别人出售SIM卡，甚至还专门写了一本畅销书，长大后更是一到周末就跑去与年轻创业者攀谈。耳濡目染之下，他的创业念头愈发强烈。</p>\n<p>2012年，19岁的李泰熙放弃了大学录取资格，毅然走上了创业之路，将心中盘算已久的经济型酒店创业思路付诸到了现实。第一个项目叫<b>Oravel Stays</b>，是一个聚合廉价酒店信息、为用户提供房间预定服务的网站，模式类似于<b>Airbnb</b>。</p>\n<p>被看作是印度版的Airbnb，李泰熙率Oravel获得了Thiel Fellowship的10万美元创业基金。这是由美国创业家、<a href=\"https://laohu8.com/S/PYPL\">PayPal</a> 创始人Peter Thiel发起的奖金计划，李泰熙也由此得到了和硅谷创业者交流的机会。</p>\n<p>为了更好地经营Oravel，李泰熙亲身走到印度酒店市场。印度大部分地区发展落后，只有少数富人阶层才住得起本土的中高端酒店，更多的平民百姓往往会选择那些廉价的小旅馆，但脏乱差的住宿环境几乎没有任何居住享受可言。</p>\n<p>在体验、探访和入住印度各种民宿、小型酒店和家庭旅馆后，李泰熙逐渐意识到，于印度酒店市场而言，单纯的汇总信息是远远不够的。一个更大的生意浮现在他眼前——何不把这些廉价的旅馆整合起来，打造一个统一的、标准的住宿环境，让普通的印度人也能花不多的钱，住上舒服的酒店。</p>\n<p>说做就做。2013年，李泰熙在印度古尔冈找到了一家只有14间房的小旅馆，在与旅馆老板达成合作后，把脏乱差的环境改造成干净明亮且有OYO特色的住宿房间。短短几个月时间，这家酒店便成为当地的爆款酒店，深受用户的喜爱。就这样，Oravel改头换面，正式成为了OYO。</p>\n<p>与最初的想法一致，OYO并不是自己建设酒店，而是<b>通过加盟的方式来对合作酒店进行统一的评估、改造和管理</b>。为了实现极致的标准化，OYO专门设计了多达200项的标准，甚至细节到床垫、床单、水温以及WiFi稳定性等等。</p>\n<p>模式一经成立，OYO势如破竹，短短三年时间就成为<b>印度最大的经济型酒店品牌</b>。随后，这只新晋猛兽大刀阔斧走出印度，搅局全球酒店江湖，快速扩张为一家全球性公司，缔造了一个为人津津乐道的商业神话。</p>\n<p>现在，这家备受瞩目的超级<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>正式迈出了IPO步伐。投资界获悉，OYO于日前向当地市场监管机构提交了IPO文件，计划通过 IPO募资约合12亿美元，所融资金将进行现有债务偿还和资产提升，也包括了未来在并购布局上的相关交易。</p>\n<p>一旦成功上市，OYO背后这位神奇的90后年轻人，有望斩获丰厚身家。据市场研究公司CB Insights的数据，OYO目前估值约为90亿美元（约合人民币近600亿元）。而招股书显示，李泰熙累计持股OYO约33％。以此计算，其<b>身家或近200亿元</b>。</p>\n<p><b>全球2.3万家酒店撑起一个IPO</b></p>\n<p><b>神话落幕，OYO败走中国</b></p>\n<p>历经8年，OYO已经成长为全球酒店业里的一只巨无霸。</p>\n<p>现在，OYO的业务范围已经从酒店延伸到短租、婚礼策划和咖啡厅等其他领域，其也一跃成为<b>全球第三大集酒店、住宅、居住和办公空间运营的连锁管理公司</b>。在疾速扩张的进程中，OYO以及由OYO Homes，Belvilla和Dancenter品牌管理的度假住宅类别已经遍布80多个国家的800多个城市，包括美国、中国、欧洲、英国、印度、马来西亚、中东、印度尼西亚、菲律宾和日本，累计坐拥超2.3万家酒店和4.6万个度假住宅。不过，与<b>单体经济型酒店</b>签订合作，依然是OYO的核心业务之一。</p>\n<p>这只巨无霸靠什么来赚钱？招股书显示，OYO有多种收入来源，其营业收入包括住宿服务的销售、度假屋和房源预订的佣金、取消收入、旅游、套餐和活动的销售。与此同时，它还从其平台上的客户租赁办公空间、销售食品和饮料以及订阅收入中赚取租金收入。</p>\n<p>收入来源多元，但也经不住持续高速扩张下所带来的巨额亏损。招股书显示，在截至2021年3月31日的财年，OYO的营收约为5.57亿美元，上两个财年的则分别为8.7亿美元、18亿美元。利润方面，在截至今年3月底的2021财年，OYO亏损了大约5.26亿美元，相比上一财年17亿美元的亏损，大幅收窄。</p>\n<p><img src=\"https://static.tigerbbs.com/765824377cc230b86ed35d6ecbfe4d24\" tg-width=\"1080\" tg-height=\"650\" referrerpolicy=\"no-referrer\"></p>\n<p>事实上，中国曾是OYO觊觎很久的目标市场。这在于创始人李泰熙认为，中国和印度相似的地方在于缺乏平价而高质量的旅馆，这块市场有巨大潜力。因此2017年起，继马来西亚和尼泊尔之后，OYO对中国野心勃勃。</p>\n<p>这年11月，OYO漂洋过海而来，在中国<b>深圳</b>开了第一家酒店，随后以令人瞠目结舌的速度疯狂扩张。相关数据曾统计，OYO酒店在中国最快的扩张速度曾达到平均每1.4天入驻一座城、接近3小时开一家店的程度。官方信息显示，在进入中国不到两年的时间内，OYO已经覆盖全国320多城市、10000多家酒店的５０万间客房，这个数字已经超过了国内最大的三家酒店集团的总和。</p>\n<p>但在激进扩张的繁荣表层之下，忧患隐隐爆发。2019年6月，OYO中国被爆出正在经历一轮大规模的裁员行动，涉及员工人数近一半。这场巨震，在2020年初新冠疫情的冲击下达到高潮。掌门人李泰熙曾在接受采访时表示，疫情像“飓风”一样袭击了OYO，生意一落千丈。</p>\n<p>OYO在中国开始大撤退。2020年3月，OYO中国在内部信中宣布，2020年将进行战略调整，全面转向无保底模式。到了这年9月，OYO在中国仅剩1567家酒店，核心高管也陆续离职。此后的中国市场，几乎再没有人关心OYO的动态，人们似乎已经忘了这个曾经疯狂搅动中国酒店江湖的外来者。</p>\n<p><img src=\"https://static.tigerbbs.com/49ec837e9ff6010fb98703a78119a1c6\" tg-width=\"1024\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p>\n<p>不过，OYO仍未完全放弃中国市场。这一次，OYO在招股书中指出，未来将继续重点发展<b>印度、印尼、欧洲和马来西亚</b>等“核心增长市场”，同时也将评估中国、美国等其它“未来增长市场”的战略机会。在OYO看来，中国等市场具有很大的增长潜力，而且与核心市场有类似特征，单体酒店存量大，连锁化率低。</p>\n<p><b>风投史上疯狂一幕：</b></p>\n<p><b>20轮融资超400亿，孙正义也被套住了</b></p>\n<p>回首OYO融资往事，魔幻的一幕幕浮现。</p>\n<p>8年时间，OYO集结了一支<a href=\"https://laohu8.com/S/DLX\">豪华</a>的投资人队伍。天眼查APP显示，自创立至今，OYO累计完成20轮融资，金额超65亿美元（约合人民币超400亿元），身后潜伏着孙正义掌舵的软银集团、红杉资本、光速创投等投资机构的身影，还包括了滴滴、<a href=\"https://laohu8.com/S/HTHT\">华住</a>集团、Grab、Airbnb、微软等企业投资方。</p>\n<p>说起来，孙正义才是OYO坚定的支持者。与李泰熙惺惺相惜，他曾在公众场合毫不吝啬地为OYO站台，甚至称李泰熙是他最喜欢的年轻创业者，堪比年轻时候的乔布斯。这种欣赏也直接体现在了真金白银上。</p>\n<p>2020年疫情突袭，本已艰难的OYO雪上加霜，开始全球范围内坍缩。作为重要投资方的软银和孙正义也看不下去了，送来一笔<b>“救命钱”</b>——很快，OYO完成8.07亿美元的融资，其中3亿美元来自李泰熙本人，另外5.07亿美元则来自软银。</p>\n<p>彼时刚刚经历<a href=\"https://laohu8.com/S/WE\">WeWork</a>上市失利、估值腰斩之暴击，痛定思痛的孙正义曾表示，将不再对软银投资组合中的公司进行救援。但面对苦苦挣扎中的OYO，这位全球最强势的投资大佬还是食言了，默默掏钱输血驰援。至此，<b>孙正义</b>率队软银已经参投OYO<b>至少六轮融资</b>。招股书显示，IPO前，软银持有OYO 46.62%股份，为第一大股东。</p>\n<p>引进企业投资方，则是在OYO大举进军中国之时。2017年9月，华住集团和OYO在上海签下为期5年的合作备忘录，并对后者进行1000万美元的股权投资。当前，华住持有0.81%的OYO股份。2018年12月至次年4月，OYO又先后获得来自Grab、滴滴出行、Airbnb至少3亿美元的新融资。目前，滴滴出行通过旗下投资公司Star Virtue Investment持股OYO1.81%，Airbnb持股比例为1.36%。</p>\n<p>时间来到2019年下半年，OYO开始大幅缩减开支，削减人力。为了控制巨额亏损，OYO从美国、英国和中国等国际市场撤退，投资人也对这只昔日风光无限的独角兽转变了态度。无钱可烧，李泰熙只好自己下场。</p>\n<p>为维持公司保持运转，急需资金的他曾通过RA Hospitality Holdings对OYO投资20亿美元，交易包括<b>新股和老股</b>。3个月后，李泰熙再加注，斥资7亿美元购买公司的新股，另有8亿美元来自软银愿景、红杉印度、光速等现有投资者。至此，OYO完成15亿美元的F轮融资。</p>\n<p>进入2021年，烧钱中的OYO仍在融资进程中。先是在3月赢得了印度媒体集团Hindustan Media731万美元的投资，又在随后的7月获得一笔特殊融资——6.6亿美元的TLB融资，用于偿还历史债务，优化资产负债表等。一个月后，OYO完成了IPO前的最后一轮融资——因受疫情影响，OYO业务遇挫，遂微软以90亿美元的估值出资500万美元。</p>\n<p>走过蒙眼狂奔的草莽时代，起起落落间，OYO终于站在IPO的大门前。等到真正敲钟的那一天，又会是几家欢喜几家忧呢？</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\" 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n被遗忘的独角兽：OYO要上市了，估值600亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1099700194\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/3c9e619b59ea4ef89bf2c241dc6725fc);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">天天IPO </p>\n<p class=\"h-time\">2021-10-08 09:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 堪称全球酒店业史上最疯狂的存在，OYO一路跌跌撞撞，上演了一幕幕魔幻故事。\n</blockquote>\n<p>超级独角兽OYO，终于要上市了。</p>\n<p>投资界获悉，印度经济型连锁酒店OYO刚刚正式向印度证券交易委员会（SEBI）正式递交了上市招股书，目标融资约12亿美元。伴随着招股书的露出，这只几乎快要被遗忘的巨兽再次浮出水面——截至今年3月底的2021财年，OYO营收约5.57亿美元，亏损近5.26亿美元。</p>\n<p>OYO，一场硅谷式传奇。2013年，年仅20岁的印度小伙Ritesh Agarwal （中文名：李泰熙）在遍地是脏乱差的印度旅馆中看到了商机：把那些廉价旅馆整合起来，让普通人花不多的钱就能住上舒服的酒店，OYO由此诞生。8年间，OYO以令人咋舌的速度疯狂扩张，从最初那个印度古尔冈的小旅馆发展成为一个覆盖<b>80多个国家</b>超2.3万家的酒店猛兽。</p>\n<p><img src=\"https://static.tigerbbs.com/223c6f8105a38dfeca2c2c13528ed5d3\" tg-width=\"1006\" tg-height=\"601\" referrerpolicy=\"no-referrer\"></p>\n<p>堪称全球酒店业史上最疯狂的存在，OYO一路跌跌撞撞，上演了一幕幕魔幻融资故事，在孙正义掌舵的软银，以及红杉印度、光速创投、<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>、Airbnb、<a href=\"https://laohu8.com/S/MSFT\">微软</a>等一众VC/PE和企业投资方的簇拥下成为全球最耀眼的独角兽之一，目前估值约为<b>90亿美元</b>（约合人民币近600亿元）。</p>\n<p><b>90后小伙辍学开酒店，估值600亿</b></p>\n<p><b>现在要去IPO了</b></p>\n<p>OYO的故事，要从那一位神奇的印度年轻人说起。</p>\n<p>李泰熙，1993年出生在印度最贫穷区域之一的奥里萨邦东部小镇，打小不爱学习，但却热爱冒险，也对经商有着别样的热情。“当我还是个孩子时，就已经很清楚自己在做什么——我要成为一个创业家。”从13岁开始，他经常想出一些生意，比如向别人出售SIM卡，甚至还专门写了一本畅销书，长大后更是一到周末就跑去与年轻创业者攀谈。耳濡目染之下，他的创业念头愈发强烈。</p>\n<p>2012年，19岁的李泰熙放弃了大学录取资格，毅然走上了创业之路，将心中盘算已久的经济型酒店创业思路付诸到了现实。第一个项目叫<b>Oravel Stays</b>，是一个聚合廉价酒店信息、为用户提供房间预定服务的网站，模式类似于<b>Airbnb</b>。</p>\n<p>被看作是印度版的Airbnb，李泰熙率Oravel获得了Thiel Fellowship的10万美元创业基金。这是由美国创业家、<a href=\"https://laohu8.com/S/PYPL\">PayPal</a> 创始人Peter Thiel发起的奖金计划，李泰熙也由此得到了和硅谷创业者交流的机会。</p>\n<p>为了更好地经营Oravel，李泰熙亲身走到印度酒店市场。印度大部分地区发展落后，只有少数富人阶层才住得起本土的中高端酒店，更多的平民百姓往往会选择那些廉价的小旅馆，但脏乱差的住宿环境几乎没有任何居住享受可言。</p>\n<p>在体验、探访和入住印度各种民宿、小型酒店和家庭旅馆后，李泰熙逐渐意识到，于印度酒店市场而言，单纯的汇总信息是远远不够的。一个更大的生意浮现在他眼前——何不把这些廉价的旅馆整合起来，打造一个统一的、标准的住宿环境，让普通的印度人也能花不多的钱，住上舒服的酒店。</p>\n<p>说做就做。2013年，李泰熙在印度古尔冈找到了一家只有14间房的小旅馆，在与旅馆老板达成合作后，把脏乱差的环境改造成干净明亮且有OYO特色的住宿房间。短短几个月时间，这家酒店便成为当地的爆款酒店，深受用户的喜爱。就这样，Oravel改头换面，正式成为了OYO。</p>\n<p>与最初的想法一致，OYO并不是自己建设酒店，而是<b>通过加盟的方式来对合作酒店进行统一的评估、改造和管理</b>。为了实现极致的标准化，OYO专门设计了多达200项的标准，甚至细节到床垫、床单、水温以及WiFi稳定性等等。</p>\n<p>模式一经成立，OYO势如破竹，短短三年时间就成为<b>印度最大的经济型酒店品牌</b>。随后，这只新晋猛兽大刀阔斧走出印度，搅局全球酒店江湖，快速扩张为一家全球性公司，缔造了一个为人津津乐道的商业神话。</p>\n<p>现在，这家备受瞩目的超级<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>正式迈出了IPO步伐。投资界获悉，OYO于日前向当地市场监管机构提交了IPO文件，计划通过 IPO募资约合12亿美元，所融资金将进行现有债务偿还和资产提升，也包括了未来在并购布局上的相关交易。</p>\n<p>一旦成功上市，OYO背后这位神奇的90后年轻人，有望斩获丰厚身家。据市场研究公司CB Insights的数据，OYO目前估值约为90亿美元（约合人民币近600亿元）。而招股书显示，李泰熙累计持股OYO约33％。以此计算，其<b>身家或近200亿元</b>。</p>\n<p><b>全球2.3万家酒店撑起一个IPO</b></p>\n<p><b>神话落幕，OYO败走中国</b></p>\n<p>历经8年，OYO已经成长为全球酒店业里的一只巨无霸。</p>\n<p>现在，OYO的业务范围已经从酒店延伸到短租、婚礼策划和咖啡厅等其他领域，其也一跃成为<b>全球第三大集酒店、住宅、居住和办公空间运营的连锁管理公司</b>。在疾速扩张的进程中，OYO以及由OYO Homes，Belvilla和Dancenter品牌管理的度假住宅类别已经遍布80多个国家的800多个城市，包括美国、中国、欧洲、英国、印度、马来西亚、中东、印度尼西亚、菲律宾和日本，累计坐拥超2.3万家酒店和4.6万个度假住宅。不过，与<b>单体经济型酒店</b>签订合作，依然是OYO的核心业务之一。</p>\n<p>这只巨无霸靠什么来赚钱？招股书显示，OYO有多种收入来源，其营业收入包括住宿服务的销售、度假屋和房源预订的佣金、取消收入、旅游、套餐和活动的销售。与此同时，它还从其平台上的客户租赁办公空间、销售食品和饮料以及订阅收入中赚取租金收入。</p>\n<p>收入来源多元，但也经不住持续高速扩张下所带来的巨额亏损。招股书显示，在截至2021年3月31日的财年，OYO的营收约为5.57亿美元，上两个财年的则分别为8.7亿美元、18亿美元。利润方面，在截至今年3月底的2021财年，OYO亏损了大约5.26亿美元，相比上一财年17亿美元的亏损，大幅收窄。</p>\n<p><img src=\"https://static.tigerbbs.com/765824377cc230b86ed35d6ecbfe4d24\" tg-width=\"1080\" tg-height=\"650\" referrerpolicy=\"no-referrer\"></p>\n<p>事实上，中国曾是OYO觊觎很久的目标市场。这在于创始人李泰熙认为，中国和印度相似的地方在于缺乏平价而高质量的旅馆，这块市场有巨大潜力。因此2017年起，继马来西亚和尼泊尔之后，OYO对中国野心勃勃。</p>\n<p>这年11月，OYO漂洋过海而来，在中国<b>深圳</b>开了第一家酒店，随后以令人瞠目结舌的速度疯狂扩张。相关数据曾统计，OYO酒店在中国最快的扩张速度曾达到平均每1.4天入驻一座城、接近3小时开一家店的程度。官方信息显示，在进入中国不到两年的时间内，OYO已经覆盖全国320多城市、10000多家酒店的５０万间客房，这个数字已经超过了国内最大的三家酒店集团的总和。</p>\n<p>但在激进扩张的繁荣表层之下，忧患隐隐爆发。2019年6月，OYO中国被爆出正在经历一轮大规模的裁员行动，涉及员工人数近一半。这场巨震，在2020年初新冠疫情的冲击下达到高潮。掌门人李泰熙曾在接受采访时表示，疫情像“飓风”一样袭击了OYO，生意一落千丈。</p>\n<p>OYO在中国开始大撤退。2020年3月，OYO中国在内部信中宣布，2020年将进行战略调整，全面转向无保底模式。到了这年9月，OYO在中国仅剩1567家酒店，核心高管也陆续离职。此后的中国市场，几乎再没有人关心OYO的动态，人们似乎已经忘了这个曾经疯狂搅动中国酒店江湖的外来者。</p>\n<p><img src=\"https://static.tigerbbs.com/49ec837e9ff6010fb98703a78119a1c6\" tg-width=\"1024\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p>\n<p>不过，OYO仍未完全放弃中国市场。这一次，OYO在招股书中指出，未来将继续重点发展<b>印度、印尼、欧洲和马来西亚</b>等“核心增长市场”，同时也将评估中国、美国等其它“未来增长市场”的战略机会。在OYO看来，中国等市场具有很大的增长潜力，而且与核心市场有类似特征，单体酒店存量大，连锁化率低。</p>\n<p><b>风投史上疯狂一幕：</b></p>\n<p><b>20轮融资超400亿，孙正义也被套住了</b></p>\n<p>回首OYO融资往事，魔幻的一幕幕浮现。</p>\n<p>8年时间，OYO集结了一支<a href=\"https://laohu8.com/S/DLX\">豪华</a>的投资人队伍。天眼查APP显示，自创立至今，OYO累计完成20轮融资，金额超65亿美元（约合人民币超400亿元），身后潜伏着孙正义掌舵的软银集团、红杉资本、光速创投等投资机构的身影，还包括了滴滴、<a href=\"https://laohu8.com/S/HTHT\">华住</a>集团、Grab、Airbnb、微软等企业投资方。</p>\n<p>说起来，孙正义才是OYO坚定的支持者。与李泰熙惺惺相惜，他曾在公众场合毫不吝啬地为OYO站台，甚至称李泰熙是他最喜欢的年轻创业者，堪比年轻时候的乔布斯。这种欣赏也直接体现在了真金白银上。</p>\n<p>2020年疫情突袭，本已艰难的OYO雪上加霜，开始全球范围内坍缩。作为重要投资方的软银和孙正义也看不下去了，送来一笔<b>“救命钱”</b>——很快，OYO完成8.07亿美元的融资，其中3亿美元来自李泰熙本人，另外5.07亿美元则来自软银。</p>\n<p>彼时刚刚经历<a href=\"https://laohu8.com/S/WE\">WeWork</a>上市失利、估值腰斩之暴击，痛定思痛的孙正义曾表示，将不再对软银投资组合中的公司进行救援。但面对苦苦挣扎中的OYO，这位全球最强势的投资大佬还是食言了，默默掏钱输血驰援。至此，<b>孙正义</b>率队软银已经参投OYO<b>至少六轮融资</b>。招股书显示，IPO前，软银持有OYO 46.62%股份，为第一大股东。</p>\n<p>引进企业投资方，则是在OYO大举进军中国之时。2017年9月，华住集团和OYO在上海签下为期5年的合作备忘录，并对后者进行1000万美元的股权投资。当前，华住持有0.81%的OYO股份。2018年12月至次年4月，OYO又先后获得来自Grab、滴滴出行、Airbnb至少3亿美元的新融资。目前，滴滴出行通过旗下投资公司Star Virtue Investment持股OYO1.81%，Airbnb持股比例为1.36%。</p>\n<p>时间来到2019年下半年，OYO开始大幅缩减开支，削减人力。为了控制巨额亏损，OYO从美国、英国和中国等国际市场撤退，投资人也对这只昔日风光无限的独角兽转变了态度。无钱可烧，李泰熙只好自己下场。</p>\n<p>为维持公司保持运转，急需资金的他曾通过RA Hospitality Holdings对OYO投资20亿美元，交易包括<b>新股和老股</b>。3个月后，李泰熙再加注，斥资7亿美元购买公司的新股，另有8亿美元来自软银愿景、红杉印度、光速等现有投资者。至此，OYO完成15亿美元的F轮融资。</p>\n<p>进入2021年，烧钱中的OYO仍在融资进程中。先是在3月赢得了印度媒体集团Hindustan Media731万美元的投资，又在随后的7月获得一笔特殊融资——6.6亿美元的TLB融资，用于偿还历史债务，优化资产负债表等。一个月后，OYO完成了IPO前的最后一轮融资——因受疫情影响，OYO业务遇挫，遂微软以90亿美元的估值出资500万美元。</p>\n<p>走过蒙眼狂奔的草莽时代，起起落落间，OYO终于站在IPO的大门前。等到真正敲钟的那一天，又会是几家欢喜几家忧呢？</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/818fb456e12fbd8b5aa046dc2d03889b","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169685825","content_text":"堪称全球酒店业史上最疯狂的存在，OYO一路跌跌撞撞，上演了一幕幕魔幻故事。\n\n超级独角兽OYO，终于要上市了。\n投资界获悉，印度经济型连锁酒店OYO刚刚正式向印度证券交易委员会（SEBI）正式递交了上市招股书，目标融资约12亿美元。伴随着招股书的露出，这只几乎快要被遗忘的巨兽再次浮出水面——截至今年3月底的2021财年，OYO营收约5.57亿美元，亏损近5.26亿美元。\nOYO，一场硅谷式传奇。2013年，年仅20岁的印度小伙Ritesh Agarwal （中文名：李泰熙）在遍地是脏乱差的印度旅馆中看到了商机：把那些廉价旅馆整合起来，让普通人花不多的钱就能住上舒服的酒店，OYO由此诞生。8年间，OYO以令人咋舌的速度疯狂扩张，从最初那个印度古尔冈的小旅馆发展成为一个覆盖80多个国家超2.3万家的酒店猛兽。\n\n堪称全球酒店业史上最疯狂的存在，OYO一路跌跌撞撞，上演了一幕幕魔幻融资故事，在孙正义掌舵的软银，以及红杉印度、光速创投、滴滴、Airbnb、微软等一众VC/PE和企业投资方的簇拥下成为全球最耀眼的独角兽之一，目前估值约为90亿美元（约合人民币近600亿元）。\n90后小伙辍学开酒店，估值600亿\n现在要去IPO了\nOYO的故事，要从那一位神奇的印度年轻人说起。\n李泰熙，1993年出生在印度最贫穷区域之一的奥里萨邦东部小镇，打小不爱学习，但却热爱冒险，也对经商有着别样的热情。“当我还是个孩子时，就已经很清楚自己在做什么——我要成为一个创业家。”从13岁开始，他经常想出一些生意，比如向别人出售SIM卡，甚至还专门写了一本畅销书，长大后更是一到周末就跑去与年轻创业者攀谈。耳濡目染之下，他的创业念头愈发强烈。\n2012年，19岁的李泰熙放弃了大学录取资格，毅然走上了创业之路，将心中盘算已久的经济型酒店创业思路付诸到了现实。第一个项目叫Oravel Stays，是一个聚合廉价酒店信息、为用户提供房间预定服务的网站，模式类似于Airbnb。\n被看作是印度版的Airbnb，李泰熙率Oravel获得了Thiel Fellowship的10万美元创业基金。这是由美国创业家、PayPal 创始人Peter Thiel发起的奖金计划，李泰熙也由此得到了和硅谷创业者交流的机会。\n为了更好地经营Oravel，李泰熙亲身走到印度酒店市场。印度大部分地区发展落后，只有少数富人阶层才住得起本土的中高端酒店，更多的平民百姓往往会选择那些廉价的小旅馆，但脏乱差的住宿环境几乎没有任何居住享受可言。\n在体验、探访和入住印度各种民宿、小型酒店和家庭旅馆后，李泰熙逐渐意识到，于印度酒店市场而言，单纯的汇总信息是远远不够的。一个更大的生意浮现在他眼前——何不把这些廉价的旅馆整合起来，打造一个统一的、标准的住宿环境，让普通的印度人也能花不多的钱，住上舒服的酒店。\n说做就做。2013年，李泰熙在印度古尔冈找到了一家只有14间房的小旅馆，在与旅馆老板达成合作后，把脏乱差的环境改造成干净明亮且有OYO特色的住宿房间。短短几个月时间，这家酒店便成为当地的爆款酒店，深受用户的喜爱。就这样，Oravel改头换面，正式成为了OYO。\n与最初的想法一致，OYO并不是自己建设酒店，而是通过加盟的方式来对合作酒店进行统一的评估、改造和管理。为了实现极致的标准化，OYO专门设计了多达200项的标准，甚至细节到床垫、床单、水温以及WiFi稳定性等等。\n模式一经成立，OYO势如破竹，短短三年时间就成为印度最大的经济型酒店品牌。随后，这只新晋猛兽大刀阔斧走出印度，搅局全球酒店江湖，快速扩张为一家全球性公司，缔造了一个为人津津乐道的商业神话。\n现在，这家备受瞩目的超级创业公司正式迈出了IPO步伐。投资界获悉，OYO于日前向当地市场监管机构提交了IPO文件，计划通过 IPO募资约合12亿美元，所融资金将进行现有债务偿还和资产提升，也包括了未来在并购布局上的相关交易。\n一旦成功上市，OYO背后这位神奇的90后年轻人，有望斩获丰厚身家。据市场研究公司CB Insights的数据，OYO目前估值约为90亿美元（约合人民币近600亿元）。而招股书显示，李泰熙累计持股OYO约33％。以此计算，其身家或近200亿元。\n全球2.3万家酒店撑起一个IPO\n神话落幕，OYO败走中国\n历经8年，OYO已经成长为全球酒店业里的一只巨无霸。\n现在，OYO的业务范围已经从酒店延伸到短租、婚礼策划和咖啡厅等其他领域，其也一跃成为全球第三大集酒店、住宅、居住和办公空间运营的连锁管理公司。在疾速扩张的进程中，OYO以及由OYO Homes，Belvilla和Dancenter品牌管理的度假住宅类别已经遍布80多个国家的800多个城市，包括美国、中国、欧洲、英国、印度、马来西亚、中东、印度尼西亚、菲律宾和日本，累计坐拥超2.3万家酒店和4.6万个度假住宅。不过，与单体经济型酒店签订合作，依然是OYO的核心业务之一。\n这只巨无霸靠什么来赚钱？招股书显示，OYO有多种收入来源，其营业收入包括住宿服务的销售、度假屋和房源预订的佣金、取消收入、旅游、套餐和活动的销售。与此同时，它还从其平台上的客户租赁办公空间、销售食品和饮料以及订阅收入中赚取租金收入。\n收入来源多元，但也经不住持续高速扩张下所带来的巨额亏损。招股书显示，在截至2021年3月31日的财年，OYO的营收约为5.57亿美元，上两个财年的则分别为8.7亿美元、18亿美元。利润方面，在截至今年3月底的2021财年，OYO亏损了大约5.26亿美元，相比上一财年17亿美元的亏损，大幅收窄。\n\n事实上，中国曾是OYO觊觎很久的目标市场。这在于创始人李泰熙认为，中国和印度相似的地方在于缺乏平价而高质量的旅馆，这块市场有巨大潜力。因此2017年起，继马来西亚和尼泊尔之后，OYO对中国野心勃勃。\n这年11月，OYO漂洋过海而来，在中国深圳开了第一家酒店，随后以令人瞠目结舌的速度疯狂扩张。相关数据曾统计，OYO酒店在中国最快的扩张速度曾达到平均每1.4天入驻一座城、接近3小时开一家店的程度。官方信息显示，在进入中国不到两年的时间内，OYO已经覆盖全国320多城市、10000多家酒店的５０万间客房，这个数字已经超过了国内最大的三家酒店集团的总和。\n但在激进扩张的繁荣表层之下，忧患隐隐爆发。2019年6月，OYO中国被爆出正在经历一轮大规模的裁员行动，涉及员工人数近一半。这场巨震，在2020年初新冠疫情的冲击下达到高潮。掌门人李泰熙曾在接受采访时表示，疫情像“飓风”一样袭击了OYO，生意一落千丈。\nOYO在中国开始大撤退。2020年3月，OYO中国在内部信中宣布，2020年将进行战略调整，全面转向无保底模式。到了这年9月，OYO在中国仅剩1567家酒店，核心高管也陆续离职。此后的中国市场，几乎再没有人关心OYO的动态，人们似乎已经忘了这个曾经疯狂搅动中国酒店江湖的外来者。\n\n不过，OYO仍未完全放弃中国市场。这一次，OYO在招股书中指出，未来将继续重点发展印度、印尼、欧洲和马来西亚等“核心增长市场”，同时也将评估中国、美国等其它“未来增长市场”的战略机会。在OYO看来，中国等市场具有很大的增长潜力，而且与核心市场有类似特征，单体酒店存量大，连锁化率低。\n风投史上疯狂一幕：\n20轮融资超400亿，孙正义也被套住了\n回首OYO融资往事，魔幻的一幕幕浮现。\n8年时间，OYO集结了一支豪华的投资人队伍。天眼查APP显示，自创立至今，OYO累计完成20轮融资，金额超65亿美元（约合人民币超400亿元），身后潜伏着孙正义掌舵的软银集团、红杉资本、光速创投等投资机构的身影，还包括了滴滴、华住集团、Grab、Airbnb、微软等企业投资方。\n说起来，孙正义才是OYO坚定的支持者。与李泰熙惺惺相惜，他曾在公众场合毫不吝啬地为OYO站台，甚至称李泰熙是他最喜欢的年轻创业者，堪比年轻时候的乔布斯。这种欣赏也直接体现在了真金白银上。\n2020年疫情突袭，本已艰难的OYO雪上加霜，开始全球范围内坍缩。作为重要投资方的软银和孙正义也看不下去了，送来一笔“救命钱”——很快，OYO完成8.07亿美元的融资，其中3亿美元来自李泰熙本人，另外5.07亿美元则来自软银。\n彼时刚刚经历WeWork上市失利、估值腰斩之暴击，痛定思痛的孙正义曾表示，将不再对软银投资组合中的公司进行救援。但面对苦苦挣扎中的OYO，这位全球最强势的投资大佬还是食言了，默默掏钱输血驰援。至此，孙正义率队软银已经参投OYO至少六轮融资。招股书显示，IPO前，软银持有OYO 46.62%股份，为第一大股东。\n引进企业投资方，则是在OYO大举进军中国之时。2017年9月，华住集团和OYO在上海签下为期5年的合作备忘录，并对后者进行1000万美元的股权投资。当前，华住持有0.81%的OYO股份。2018年12月至次年4月，OYO又先后获得来自Grab、滴滴出行、Airbnb至少3亿美元的新融资。目前，滴滴出行通过旗下投资公司Star Virtue Investment持股OYO1.81%，Airbnb持股比例为1.36%。\n时间来到2019年下半年，OYO开始大幅缩减开支，削减人力。为了控制巨额亏损，OYO从美国、英国和中国等国际市场撤退，投资人也对这只昔日风光无限的独角兽转变了态度。无钱可烧，李泰熙只好自己下场。\n为维持公司保持运转，急需资金的他曾通过RA Hospitality Holdings对OYO投资20亿美元，交易包括新股和老股。3个月后，李泰熙再加注，斥资7亿美元购买公司的新股，另有8亿美元来自软银愿景、红杉印度、光速等现有投资者。至此，OYO完成15亿美元的F轮融资。\n进入2021年，烧钱中的OYO仍在融资进程中。先是在3月赢得了印度媒体集团Hindustan Media731万美元的投资，又在随后的7月获得一笔特殊融资——6.6亿美元的TLB融资，用于偿还历史债务，优化资产负债表等。一个月后，OYO完成了IPO前的最后一轮融资——因受疫情影响，OYO业务遇挫，遂微软以90亿美元的估值出资500万美元。\n走过蒙眼狂奔的草莽时代，起起落落间，OYO终于站在IPO的大门前。等到真正敲钟的那一天，又会是几家欢喜几家忧呢？","news_type":1},"isVote":1,"tweetType":1,"viewCount":1394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818205401,"gmtCreate":1630409859603,"gmtModify":1631891664041,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568712936130316","authorIdStr":"3568712936130316"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/818205401","repostId":"811420349","repostType":1,"repost":{"id":811420349,"gmtCreate":1630337646278,"gmtModify":1704958786498,"author":{"id":"58341441844653","authorId":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72cb6e0fea0279b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"58341441844653","authorIdStr":"58341441844653"},"themes":[],"title":"财报大超预期，美团买点到了吗？","htmlText":"8月30日，美团发布2021年第2季度财报。数据显示，美团在今年第2季度实现营收437.6亿元，较去年同期增长77%，超分析师预期的423.57亿元。二季度调整后净亏损22.17亿元人民币，超分析师预期的亏损40.4亿元人民币。从财报来看，餐饮外卖，到店等核心业务延续强势表现，营收与净亏损业务均好于分析师预期，不过考虑到政策的不确定性，在这份超预期的财报下，实则内含隐忧。 外卖、到店等核心业务强劲增长 美团在今年第2季度实现营收437.6亿元，较去年同期增长77%，超分析师预期的423.57亿元，创历史新高。从业务细分来看，餐饮外卖业务仍然创收的助力。餐饮外卖业务交易金额同比增长59.5%至人民币1,736亿元。收入同比增长59.0%至人民币231亿元。美团外卖业务大幅领先老对手饿了么。根据阿里最新一季度财报，以饿了么的平台佣金为主的本地生活服务收入为人民币87.57亿元，同比增长23%。单看营收，美团外卖收入接近于3倍的饿了么。 美团餐饮外卖日均交易笔数同比增长58.9%至3890万笔，从增速来看与外卖业务的交易金额GMV持平，说明美团外卖业务的增长主要来自交易笔数增加，以及骑手效率的提升。其实这个数据还是比较少见的，去年一年，美团外卖GMV增速都是大于外卖交易笔数的。而之所以造成这一差异主要是因为物价，相信很多朋友都注意到随着疫情好转，全国居民的消费价格一直处于环比下降。像是去年增长最高的猪肉价格在本季度出现下滑，随着疫情放缓，生猪产能恢复，再加上夏季饮食清淡，猪肉市场进入消费淡季，而生猪产能依旧过剩，导致猪肉价格持续走低。另外，为保供稳价，今年上半年国家陆续出台了一系列政策，目前市场供应较为宽松，再加上今年夏粮丰收，预计下半年粮油价格将继续保持平稳态势。从长期来看物价稳定，有利于提升消费者购买外卖的需求，对美团的外卖业务绝对是个利好。不只是外卖业务，美团的到店酒店及旅","listText":"8月30日，美团发布2021年第2季度财报。数据显示，美团在今年第2季度实现营收437.6亿元，较去年同期增长77%，超分析师预期的423.57亿元。二季度调整后净亏损22.17亿元人民币，超分析师预期的亏损40.4亿元人民币。从财报来看，餐饮外卖，到店等核心业务延续强势表现，营收与净亏损业务均好于分析师预期，不过考虑到政策的不确定性，在这份超预期的财报下，实则内含隐忧。 外卖、到店等核心业务强劲增长 美团在今年第2季度实现营收437.6亿元，较去年同期增长77%，超分析师预期的423.57亿元，创历史新高。从业务细分来看，餐饮外卖业务仍然创收的助力。餐饮外卖业务交易金额同比增长59.5%至人民币1,736亿元。收入同比增长59.0%至人民币231亿元。美团外卖业务大幅领先老对手饿了么。根据阿里最新一季度财报，以饿了么的平台佣金为主的本地生活服务收入为人民币87.57亿元，同比增长23%。单看营收，美团外卖收入接近于3倍的饿了么。 美团餐饮外卖日均交易笔数同比增长58.9%至3890万笔，从增速来看与外卖业务的交易金额GMV持平，说明美团外卖业务的增长主要来自交易笔数增加，以及骑手效率的提升。其实这个数据还是比较少见的，去年一年，美团外卖GMV增速都是大于外卖交易笔数的。而之所以造成这一差异主要是因为物价，相信很多朋友都注意到随着疫情好转，全国居民的消费价格一直处于环比下降。像是去年增长最高的猪肉价格在本季度出现下滑，随着疫情放缓，生猪产能恢复，再加上夏季饮食清淡，猪肉市场进入消费淡季，而生猪产能依旧过剩，导致猪肉价格持续走低。另外，为保供稳价，今年上半年国家陆续出台了一系列政策，目前市场供应较为宽松，再加上今年夏粮丰收，预计下半年粮油价格将继续保持平稳态势。从长期来看物价稳定，有利于提升消费者购买外卖的需求，对美团的外卖业务绝对是个利好。不只是外卖业务，美团的到店酒店及旅","text":"8月30日，美团发布2021年第2季度财报。数据显示，美团在今年第2季度实现营收437.6亿元，较去年同期增长77%，超分析师预期的423.57亿元。二季度调整后净亏损22.17亿元人民币，超分析师预期的亏损40.4亿元人民币。从财报来看，餐饮外卖，到店等核心业务延续强势表现，营收与净亏损业务均好于分析师预期，不过考虑到政策的不确定性，在这份超预期的财报下，实则内含隐忧。 外卖、到店等核心业务强劲增长 美团在今年第2季度实现营收437.6亿元，较去年同期增长77%，超分析师预期的423.57亿元，创历史新高。从业务细分来看，餐饮外卖业务仍然创收的助力。餐饮外卖业务交易金额同比增长59.5%至人民币1,736亿元。收入同比增长59.0%至人民币231亿元。美团外卖业务大幅领先老对手饿了么。根据阿里最新一季度财报，以饿了么的平台佣金为主的本地生活服务收入为人民币87.57亿元，同比增长23%。单看营收，美团外卖收入接近于3倍的饿了么。 美团餐饮外卖日均交易笔数同比增长58.9%至3890万笔，从增速来看与外卖业务的交易金额GMV持平，说明美团外卖业务的增长主要来自交易笔数增加，以及骑手效率的提升。其实这个数据还是比较少见的，去年一年，美团外卖GMV增速都是大于外卖交易笔数的。而之所以造成这一差异主要是因为物价，相信很多朋友都注意到随着疫情好转，全国居民的消费价格一直处于环比下降。像是去年增长最高的猪肉价格在本季度出现下滑，随着疫情放缓，生猪产能恢复，再加上夏季饮食清淡，猪肉市场进入消费淡季，而生猪产能依旧过剩，导致猪肉价格持续走低。另外，为保供稳价，今年上半年国家陆续出台了一系列政策，目前市场供应较为宽松，再加上今年夏粮丰收，预计下半年粮油价格将继续保持平稳态势。从长期来看物价稳定，有利于提升消费者购买外卖的需求，对美团的外卖业务绝对是个利好。不只是外卖业务，美团的到店酒店及旅","images":[{"img":"https://static.tigerbbs.com/0019670c920ccc0ddf3b38417f5858db","width":"865","height":"518"},{"img":"https://static.tigerbbs.com/184ea33c10982a503eebdbd3617186d6","width":"865","height":"542"},{"img":"https://static.tigerbbs.com/66c54735d650d5d04b19ed5b1099da1c","width":"865","height":"602"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811420349","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1096,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":897349837,"gmtCreate":1628895159629,"gmtModify":1631891664044,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568712936130316","authorIdStr":"3568712936130316"},"themes":[],"htmlText":"6","listText":"6","text":"6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897349837","repostId":"2159905092","repostType":4,"isVote":1,"tweetType":1,"viewCount":479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891800229,"gmtCreate":1628370967261,"gmtModify":1631891664047,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568712936130316","authorIdStr":"3568712936130316"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891800229","repostId":"1128574267","repostType":4,"repost":{"id":"1128574267","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":1628323249,"share":"https://www.laohu8.com/m/news/1128574267?lang=&edition=full","pubTime":"2021-08-07 16:00","market":"hk","language":"zh","title":"三部门：平台不得制定损害外卖骑手等劳动者安全健康考核指标","url":"https://stock-news.laohu8.com/highlight/detail?id=1128574267","media":"老虎资讯综合","summary":"汇8月7日，近日，应急管理部、公安部、人力资源和社会保障部相关司局联合召开重点平台经济企业安全生产和劳动权益保障宣贯会议。\n会议要求各平台经济企业牢固树立安全生产“红线”意识和底线思维，加强安全生产警","content":"<p>汇8月7日，近日，应急管理部、公安部、人力资源和社会保障部相关司局联合召开重点平台经济企业安全生产和劳动权益保障宣贯会议。</p>\n<p>会议要求各平台经济企业牢固树立安全生产“红线”意识和底线思维，加强安全生产警示教育和配送运输工具合规性检查，引导安全文明配送。</p>\n<p>要重视劳动者身心健康，优化平台算法，不得制定损害劳动者安全健康的考核指标，有效防范化解新就业形态安全风险，维护外卖骑手等劳动者生命安全和劳动权益，不断提升人民群众幸福感、安全感。</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>三部门：平台不得制定损害外卖骑手等劳动者安全健康考核指标</title>\n<style 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16:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>汇8月7日，近日，应急管理部、公安部、人力资源和社会保障部相关司局联合召开重点平台经济企业安全生产和劳动权益保障宣贯会议。</p>\n<p>会议要求各平台经济企业牢固树立安全生产“红线”意识和底线思维，加强安全生产警示教育和配送运输工具合规性检查，引导安全文明配送。</p>\n<p>要重视劳动者身心健康，优化平台算法，不得制定损害劳动者安全健康的考核指标，有效防范化解新就业形态安全风险，维护外卖骑手等劳动者生命安全和劳动权益，不断提升人民群众幸福感、安全感。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c972a78fbe34096796ada872b683e450","relate_stocks":{"03690":"美团-W","MPNGY":"美团ADR"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128574267","content_text":"汇8月7日，近日，应急管理部、公安部、人力资源和社会保障部相关司局联合召开重点平台经济企业安全生产和劳动权益保障宣贯会议。\n会议要求各平台经济企业牢固树立安全生产“红线”意识和底线思维，加强安全生产警示教育和配送运输工具合规性检查，引导安全文明配送。\n要重视劳动者身心健康，优化平台算法，不得制定损害劳动者安全健康的考核指标，有效防范化解新就业形态安全风险，维护外卖骑手等劳动者生命安全和劳动权益，不断提升人民群众幸福感、安全感。","news_type":1},"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807674731,"gmtCreate":1628037076023,"gmtModify":1631891664050,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568712936130316","authorIdStr":"3568712936130316"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807674731","repostId":"2156121830","repostType":4,"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":692025728,"gmtCreate":1640796797359,"gmtModify":1640796797437,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568712936130316","authorIdStr":"3568712936130316"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692025728","repostId":"1139474006","repostType":4,"isVote":1,"tweetType":1,"viewCount":1083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693949892,"gmtCreate":1639964463247,"gmtModify":1639964463247,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568712936130316","authorIdStr":"3568712936130316"},"themes":[],"htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693949892","repostId":"1145816571","repostType":2,"repost":{"id":"1145816571","pubTimestamp":1618016831,"share":"https://www.laohu8.com/m/news/1145816571?lang=&edition=full","pubTime":"2021-04-10 09:07","market":"us","language":"zh","title":"罚款182.28亿！市场监管总局处罚阿里巴巴垄断行为","url":"https://stock-news.laohu8.com/highlight/detail?id=1145816571","media":"华尔街见闻","summary":"2020年12月，市场监管总局依据《反垄断法》对$阿里巴巴$集团控股有限公司在中国境内网络零售平台服务市场滥用市场支配地位行为立案调查。根据《反垄断法》第四十七条、第四十九条规定，综合考虑阿里巴巴集团违法行为的性质、程度和持续时间等因素，2021年4月10日，市场监管总局依法作出行政处罚决定，责令阿里巴巴集团停止违法行为，并处以其2019年中国境内销售额4557.12亿元4%的罚款，计182.28亿元。","content":"<p>2020年12月，市场监管总局依据《反垄断法》对<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团控股有限公司（以下简称阿里巴巴集团）在中国境内网络零售平台服务市场滥用市场支配地位行为立案调查。</p><p>市场监管总局成立专案组，在扎实开展前期工作基础上，对阿里巴巴集团进行现场检查，调查询问相关人员，查阅复制有关文件资料，获取大量证据材料；对其他竞争性平台和平台内商家广泛开展调查取证；对本案证据材料进行深入核查和大数据分析；组织专家反复深入开展案件分析论证；多次听取阿里巴巴集团陈述意见，保障其合法权利。本案事实清楚、证据确凿、定性准确、处理恰当、手续完备、程序合法。</p><p>经查，阿里巴巴集团在中国境内网络零售平台服务市场具有支配地位。自2015年以来，阿里巴巴集团滥用该市场支配地位，对平台内商家提出“二选一”要求，禁止平台内商家在其他竞争性平台开店或参加促销活动，并借助市场力量、平台规则和数据、算法等技术手段，采取多种奖惩措施保障“二选一”要求执行，维持、增强自身市场力量，获取不正当竞争优势。</p><p>调查表明，<b>阿里巴巴集团实施“二选一”行为排除、限制了中国境内网络零售平台服务市场的竞争，妨碍了商品服务和资源要素自由流通，影响了平台经济创新发展，侵害了平台内商家的合法权益，损害了消费者利益，构成《反垄断法》第十七条第一款第（四）项禁止“没有正当理由，限定交易相对人只能与其进行交易”的滥用市场支配地位行为</b>。</p><p>根据《反垄断法》第四十七条、第四十九条规定，综合考虑阿里巴巴集团违法行为的性质、程度和持续时间等因素，2021年4月10日，市场监管总局依法作出行政处罚决定，<b>责令阿里巴巴集团停止违法行为，并处以其2019年中国境内销售额4557.12亿元4%的罚款，计182.28亿元</b>。同时，按照《行政处罚法》坚持处罚与教育相结合的原则，向阿里巴巴集团发出《行政指导书》，要求其围绕严格落实平台企业主体责任、加强内控合规管理、维护公平竞争、保护平台内商家和消费者合法权益等方面进行全面整改，并连续三年向市场监管总局提交自查合规报告。</p><p>【相关阅读】</p><p><a href=\"https://laohu8.com/NW/1141772391\" target=\"_blank\">阿里巴巴发布《致客户和公众的一封信》：为商家创造更开放更公平的平台环境</a></p>","source":"highlight_wallstreetcn","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>罚款182.28亿！市场监管总局处罚阿里巴巴垄断行为</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{ 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class=\"title\">\n罚款182.28亿！市场监管总局处罚阿里巴巴垄断行为\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-10 09:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3627208><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2020年12月，市场监管总局依据《反垄断法》对阿里巴巴集团控股有限公司（以下简称阿里巴巴集团）在中国境内网络零售平台服务市场滥用市场支配地位行为立案调查。市场监管总局成立专案组，在扎实开展前期工作基础上，对阿里巴巴集团进行现场检查，调查询问相关人员，查阅复制有关文件资料，获取大量证据材料；对其他竞争性平台和平台内商家广泛开展调查取证；对本案证据材料进行深入核查和大数据分析；组织专家反复深入开展...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3627208\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/995418fbbbc235e75883dec898dccaa8","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://wallstreetcn.com/articles/3627208","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1145816571","content_text":"2020年12月，市场监管总局依据《反垄断法》对阿里巴巴集团控股有限公司（以下简称阿里巴巴集团）在中国境内网络零售平台服务市场滥用市场支配地位行为立案调查。市场监管总局成立专案组，在扎实开展前期工作基础上，对阿里巴巴集团进行现场检查，调查询问相关人员，查阅复制有关文件资料，获取大量证据材料；对其他竞争性平台和平台内商家广泛开展调查取证；对本案证据材料进行深入核查和大数据分析；组织专家反复深入开展案件分析论证；多次听取阿里巴巴集团陈述意见，保障其合法权利。本案事实清楚、证据确凿、定性准确、处理恰当、手续完备、程序合法。经查，阿里巴巴集团在中国境内网络零售平台服务市场具有支配地位。自2015年以来，阿里巴巴集团滥用该市场支配地位，对平台内商家提出“二选一”要求，禁止平台内商家在其他竞争性平台开店或参加促销活动，并借助市场力量、平台规则和数据、算法等技术手段，采取多种奖惩措施保障“二选一”要求执行，维持、增强自身市场力量，获取不正当竞争优势。调查表明，阿里巴巴集团实施“二选一”行为排除、限制了中国境内网络零售平台服务市场的竞争，妨碍了商品服务和资源要素自由流通，影响了平台经济创新发展，侵害了平台内商家的合法权益，损害了消费者利益，构成《反垄断法》第十七条第一款第（四）项禁止“没有正当理由，限定交易相对人只能与其进行交易”的滥用市场支配地位行为。根据《反垄断法》第四十七条、第四十九条规定，综合考虑阿里巴巴集团违法行为的性质、程度和持续时间等因素，2021年4月10日，市场监管总局依法作出行政处罚决定，责令阿里巴巴集团停止违法行为，并处以其2019年中国境内销售额4557.12亿元4%的罚款，计182.28亿元。同时，按照《行政处罚法》坚持处罚与教育相结合的原则，向阿里巴巴集团发出《行政指导书》，要求其围绕严格落实平台企业主体责任、加强内控合规管理、维护公平竞争、保护平台内商家和消费者合法权益等方面进行全面整改，并连续三年向市场监管总局提交自查合规报告。【相关阅读】阿里巴巴发布《致客户和公众的一封信》：为商家创造更开放更公平的平台环境","news_type":1},"isVote":1,"tweetType":1,"viewCount":1315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603239624,"gmtCreate":1638411023076,"gmtModify":1638411818412,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568712936130316","authorIdStr":"3568712936130316"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603239624","repostId":"1124060879","repostType":2,"repost":{"id":"1124060879","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638400501,"share":"https://www.laohu8.com/m/news/1124060879?lang=&edition=full","pubTime":"2021-12-02 07:15","market":"us","language":"en","title":"Snowflake jumped over 14% in extended trading after its software sales more than doubled","url":"https://stock-news.laohu8.com/highlight/detail?id=1124060879","media":"Tiger Newspress","summary":"Snowflake jumped over 14% in extended trading after its software sales more than doubled.Snowflake o","content":"<p>Snowflake&nbsp;jumped&nbsp;over&nbsp;14%&nbsp;in&nbsp;extended&nbsp;trading&nbsp;after its&nbsp;software sales more than doubled.<img src=\"https://static.tigerbbs.com/cee51d77567f476aab37915aa7dbfcaf\" tg-width=\"771\" tg-height=\"563\" width=\"100%\" height=\"auto\">Snowflake on Wednesday reported third-quarter losses of $154.86 million, or 51 cents a share, after reporting losses of 28 cents a share a year ago, according to FactSet. Revenue grew to $334.4 million from $160 million a year ago, with products accounting for $312.5 million and the rest attributed to professional services.</p>\n<p>Analysts on average expected losses of 6 cents a share on sales of $306 million, with $284 million in product sales, according to FactSet. Shares jumped more than 13% in after-hours trading immediately following the release of the results, after closing with an 8.6% decline at $311.</p>\n<p>For the fourth quarter, Snowflake executives expect product revenue of $345 million to $350 million, while analysts on average were projecting $316 million. For the full year, Snowflake management now projects roughly $1.13 billion in sales, after previously stating $1.06 billion to $1.07 billion.</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>Snowflake jumped over 14% in extended trading after its software sales more than doubled</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\">\nSnowflake jumped over 14% in extended trading after its software sales more than doubled\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-02 07:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Snowflake&nbsp;jumped&nbsp;over&nbsp;14%&nbsp;in&nbsp;extended&nbsp;trading&nbsp;after its&nbsp;software sales more than doubled.<img src=\"https://static.tigerbbs.com/cee51d77567f476aab37915aa7dbfcaf\" tg-width=\"771\" tg-height=\"563\" width=\"100%\" height=\"auto\">Snowflake on Wednesday reported third-quarter losses of $154.86 million, or 51 cents a share, after reporting losses of 28 cents a share a year ago, according to FactSet. Revenue grew to $334.4 million from $160 million a year ago, with products accounting for $312.5 million and the rest attributed to professional services.</p>\n<p>Analysts on average expected losses of 6 cents a share on sales of $306 million, with $284 million in product sales, according to FactSet. Shares jumped more than 13% in after-hours trading immediately following the release of the results, after closing with an 8.6% decline at $311.</p>\n<p>For the fourth quarter, Snowflake executives expect product revenue of $345 million to $350 million, while analysts on average were projecting $316 million. For the full year, Snowflake management now projects roughly $1.13 billion in sales, after previously stating $1.06 billion to $1.07 billion.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124060879","content_text":"Snowflake jumped over 14% in extended trading after its software sales more than doubled.Snowflake on Wednesday reported third-quarter losses of $154.86 million, or 51 cents a share, after reporting losses of 28 cents a share a year ago, according to FactSet. Revenue grew to $334.4 million from $160 million a year ago, with products accounting for $312.5 million and the rest attributed to professional services.\nAnalysts on average expected losses of 6 cents a share on sales of $306 million, with $284 million in product sales, according to FactSet. Shares jumped more than 13% in after-hours trading immediately following the release of the results, after closing with an 8.6% decline at $311.\nFor the fourth quarter, Snowflake executives expect product revenue of $345 million to $350 million, while analysts on average were projecting $316 million. For the full year, Snowflake management now projects roughly $1.13 billion in sales, after previously stating $1.06 billion to $1.07 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857991320,"gmtCreate":1635500794818,"gmtModify":1635500794924,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568712936130316","authorIdStr":"3568712936130316"},"themes":[],"htmlText":"[贱笑]&nbsp;","listText":"[贱笑]&nbsp;","text":"[贱笑]","images":[{"img":"https://static.tigerbbs.com/f38e592d6cd6b22053fe5d3f360d64ba","width":"828","height":"1472"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857991320","isVote":1,"tweetType":1,"viewCount":849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":161943914,"gmtCreate":1623902530238,"gmtModify":1631892024670,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568712936130316","authorIdStr":"3568712936130316"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161943914","repostId":"2144908711","repostType":4,"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":690153993,"gmtCreate":1639648651917,"gmtModify":1639648651917,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568712936130316","authorIdStr":"3568712936130316"},"themes":[],"htmlText":"Amc to the mood","listText":"Amc to the mood","text":"Amc to the mood","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690153993","isVote":1,"tweetType":1,"viewCount":1278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}