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2021-05-14

$SINGAPORE AIRLINES LTD(C6L.SI)$完了，回本无望

2021-07-02

$Borqs Technologies, Inc.(BRQS)$麻鸭

2021-06-30

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巴菲特谈疫情：经济冲击极不均衡，部分行业赚得意外之财

2021-05-21

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AirBnB: Better Business Results, but Still Not a Buy

2021-05-17

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2021-04-24

Why system don't capture my comment?

Why AMD Stock Popped After Intel's Earnings Beat

2021-09-18

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提醒：中秋节休市安排来了！港股22日休市

2021-08-07

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2021-05-23

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Here Are the 3 Bank Moves Warren Buffett Has Made So Far in 2021

2021-07-26

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上完美股又上港股，蔚来理想小鹏为何折腾？

2021-06-09

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“妖股”继续上涨？11大机构解析美股

2021-05-18

$Roblox Corporation(RBLX)$今天如何？

2021-04-27

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Tesla posts record net income of $438 million, revenue surges by 74%

2021-09-17

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提醒：中秋节休市安排来了！港股22日休市

2021-09-12

$新氧(SY)$Made

2021-08-13

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2021-07-20

$新氧(SY)$几时到头

2021-05-30

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2021-05-23

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U.S. Congress to hold hearing on SPACs, ramping up scrutiny

2021-05-14

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07:01","market":"sh","language":"zh","title":"外媒头条：辉瑞新冠口服药获美国FDA紧急授权","url":"https://stock-news.laohu8.com/highlight/detail?id=2193172113","media":"新浪美股","summary":"　　美国监管机构给予辉瑞新冠口服药紧急使用授权，可用于患严重并发症风险较高的人群，在疫情关键时刻带来了更方便的治疗选择。　　辉瑞Paxlovid成为首款获监管授权的新冠家庭用药。　　在一项Paxlovid大型临床试验中，未接种疫苗的高风险患者出现症状三天内用药，将住院情况减少了89%。辉瑞曾表示，在临床试验中，该药物与安慰剂产生的不良反应相似。","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>新冠口服药获美国FDA紧急授权 试验显示可将住院情况减少89%</b>\n</blockquote>\n<blockquote>\n <b>2、拜登声称假日季供应链危机已避免 呼吁通过重建更美好未来法案</b>\n</blockquote>\n<blockquote>\n <b>3、今年美国IPO发行量创下历史纪录 但回报率差强人意</b>\n</blockquote>\n<blockquote>\n <b>4、早期研究：奥密克戎感染者住院风险远低于德尔塔</b>\n</blockquote>\n<blockquote>\n <b>5、马斯克称已卖出足够股票 达到了减持10%股份目标</b>\n</blockquote>\n<blockquote>\n <b>6、美国联邦贸易委员会对<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>云计算业务展开新的反垄断调查</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/b47807a516229008e8065223cbfeb390\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b>辉瑞新冠口服药获美国FDA紧急授权 试验显示可将住院情况减少89%</b></p>\n<p>美国监管机构给予辉瑞新冠口服药紧急使用授权，可用于患严重并发症风险较高的人群，在疫情关键时刻带来了更方便的治疗选择。</p>\n<p>辉瑞Paxlovid成为首款获监管授权的新冠家庭用药。一旦生产加速，有望成为抗击新冠病毒的强有力手段，为高风险患者提供可在家中使用的简易治疗方法。</p>\n<p>在一项Paxlovid大型临床试验中，未接种疫苗的高风险患者出现症状三天内用药，将住院情况减少了89%。辉瑞曾表示，在临床试验中，该药物与安慰剂产生的不良反应相似。</p>\n<p>但最初供应会非常有限，明年将加速供应。美国官员曾表示，虽然政府已订购1000万辉瑞口服药疗程，但预计眼下马上能提供的只有6.5万，到明年1月底将提供25万疗程。</p>\n<p>“辉瑞随时准备立即在美国开始供货，”辉瑞首席执行官Albert Bourla在声明中称。</p>\n<p><img src=\"https://static.tigerbbs.com/dcab4604c2680da57fa1d87f26345646\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p>\n<p><b>拜登声称假日季供应链危机已避免 呼吁通过重建更美好未来法案</b></p>\n<p>美国总统乔·拜登表示，他的政府与工会和企业一起成功避免了假日季节的供应链危机。</p>\n<p>“今年秋天的时候，我们听到很多关于供应链问题的可怕警告，声称假日前后会出现危机，”拜登在白宫说。 “所以我们采取了行动。我们召集了商界和劳工界的领袖来解决问题。这场被预测很可能发生的危机并未出现。”</p>\n<p>拜登说，“包裹正在运送”，“商店里的货架没有空荡荡”，并称赞他的政府为改善美国港口的货物流动而采取的行动。</p>\n<p>但他说，通胀上升是“我最关心的问题”，降低成本是“整个政府的首要任务”。</p>\n<p>美国企业之前警告说，美国供应链的结构性挑战-包括处理创纪录数量商品的过时航运系统-将持续到新年，而且没有什么包治百病的解决方案。</p>\n<p>通胀是拜登面临的一个核心政治问题。拜登周二宣称汽油价格已经下跌，并呼吁通过他的最为重要的国内政策法案，即重建更美好未来法案。拜登认为，该法案将在长期内缓解价格压力。周日民主党参议员曼钦以担心通胀为由拒绝支持该法案，导致其陷入僵局。</p>\n<p><img src=\"https://static.tigerbbs.com/f0beb9c5efe85a4845b9111a548a870b\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"></p>\n<p><b>今年美国IPO发行量创下历史纪录 但回报率差强人意</b></p>\n<p>首次公开募股（IPO）作为跑赢大盘的资产类别享有传奇地位。但不是在2021年。</p>\n<p>根据汇编的数据，今年481宗美国IPO中有一半以上的交易价格低于发行价。这些交易，不包括更多的特殊目的收购公司，总共创下了约1670亿美元的记录，轻松超越2020年。</p>\n<p>尽管发行金额创下历史新高，但由于波动性和表现不佳，对IPO的热情在年底有所减弱。交易商表示，尽管2022年第一季看起来将十分忙录，但预计未来一年会较为波动。</p>\n<p>可以肯定的是，2021年有其亮点。根据数据供应商PitchBook的数据，大约有180家由风险投资支持的公司在美国上市，为股市带来了约5120亿美元的价值。这与去年的105家、1800亿美元规模的这类IPO相比大幅增长。</p>\n<p>风险投资支持的公司包括电动皮卡制造商Rivian Automotive Inc．，为有史以来全球第13大IPO，该公司在11月筹集了137亿美元。上市一个月后，Rivian的交易价格比IPO价格高出24%，即使上周五该公司在公告无法达到生产目标后下跌了10%。</p>\n<p>数据显示，按加权平均计算，2021年的IPO类别仅上涨约1.6%。与此同时，虽然过去一个月出现了大幅抛售，纳斯达克综合指数和标准普尔500指数的回报率仍分别达到19%和24%。</p>\n<p><img src=\"https://static.tigerbbs.com/d6027f89c6af0d719027f8a75bb7641f\" tg-width=\"550\" tg-height=\"334\" referrerpolicy=\"no-referrer\"></p>\n<p><b>早期研究：奥密克戎感染者住院风险远低于德尔塔</b></p>\n<p>根据三项初步研究的数据，感染奥密克戎变异株的人住院概率小于感染德尔塔毒株的人。</p>\n<p>苏格兰的研究人员表示，与感染德尔塔相比，感染奥密克戎的住院情况少三分之二，尽管奥密克戎的传播力是德尔塔的10倍。</p>\n<p>伦敦帝国理工学院一个研究英格兰数据的工作小组发现，奥密克戎感染者去医院就诊的可能性低15%至20%，在医院过夜治疗的可能性低40%至45%。</p>\n<p>周三公布的南非调查结果发现，感染奥密克戎变异株的患者住院的可能性比感染其他毒株的患者低80%。美国国家传染病研究所的一项研究显示，与德尔塔相比，奥密克戎造成重症的可能性要低70%。</p>\n<p>虽然上述研究结果都是初步的，但或可让人感到些许放心，因为奥密克戎感染者发生重症的可能性明显低于德尔塔，至少在大量人口已经获得免疫的地区是如此。</p>\n<p><img src=\"https://static.tigerbbs.com/47c410d0c8af1ef5757c750a62fc095b\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p>\n<p><b>马斯克称已卖出足够股票 达到了减持10%股份目标</b></p>\n<p>电动汽车领导品牌<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公司的负责人埃隆·马斯克在接受采访时说，他已出售足够的股票达到减持10%股份的目标。</p>\n<p>“我卖出的股票应该差不多相当于我的特斯拉持股10%，”他对讽刺网站Babylon Bee表示。</p>\n<p>自从11月询问他的推特粉丝是否应该出售部分持股以来，马斯克一直在抛售特斯拉股票。此举部分是为了创造现金流来支付估计超过100亿美元的税款，这与马斯克即将行使的股票选择权相关。</p>\n<p>周日晚些时候，他在一条推文中说，他今年将缴纳超过110亿美元的税款，回击包括参议员Elizabeth Warren在内的许多立法者对他的批评，Warren在社交媒体上称他“不劳而获”。Warren和其他主要民主党人指控像马斯克这样的亿万富翁逃避纳税。</p>\n<p>“我没有任何离岸帐户，我没有任何避税天堂，”马斯克说，并说他可以在短短几个小时内自己报税。“一切都非常透明。”</p>\n<p>最新的监管文件显示马斯克再度卖出5.28亿美元的特斯拉股票，推高总售股至约1350万股，价值约141亿美元。他对Babylon Bee的评论表明他在此之后再出售了更多股票。</p>\n<p><img src=\"https://static.tigerbbs.com/443cda7fa6235e3a704256a70839c9ff\" tg-width=\"550\" tg-height=\"353\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国联邦贸易委员会对亚马逊云计算业务展开新的反垄断调查</b></p>\n<p>知情人士透露，美国联邦贸易委员会（FTC）正在推进对亚马逊云计算业务的反垄断调查。</p>\n<p>FTC主席Lina Khan一直是亚马逊的批评者，正在推进前任主席几年前启动的一项调查。</p>\n<p>因未获授权谈论此事而要求不具名的知情人士称，FTC调查人员过去几个月联系了一些公司，以收集与Amazon Web Services （AWS）竞争问题有关的信息。一位知情人士称，其中至少一家公司是最近几周联系的。</p>\n<p>亚马逊160亿美元的云计算业务也是该公司最大的利润源。调查这项业务之际，Khan早已把目标瞄准了美国一些最大的科技公司。Khan曾是哥伦比亚大学法学院教授，在反垄断界大名鼎鼎，一直警告亚马逊之类公司对数字经济时代的竞争构成威胁。</p>\n<p>FTC可能关注的一个问题是，亚马逊是否有动机歧视向AWS客户销售产品同时又与亚马逊竞争的软件公司。FTC担心亚马逊可能会惩罚与其他云服务提供商合作的公司，优待与自己独家合作的公司。</p>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>外媒头条：辉瑞新冠口服药获美国FDA紧急授权</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外媒头条：辉瑞新冠口服药获美国FDA紧急授权\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-23 07:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-12-23/doc-ikyakumx5794575.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、辉瑞新冠口服药获美国FDA紧急授权 试验显示可将住院情况减少89%\n\n\n2、拜登声称假日季供应链危机已避免 呼吁通过重建更美好未来法案\n\n\n3、今年美国IPO发行量创下历史纪录 但回报率差强人意\n\n\n4、早期研究：奥密克戎感染者住院风险远低于德尔塔\n\n\n5、马斯克称已卖出足够股票 达到了减持10%股份目标\n\n\n6、美国联邦贸易委员会对亚马逊...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-12-23/doc-ikyakumx5794575.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/b47807a516229008e8065223cbfeb390","relate_stocks":{".SPX":"S&P 500 Index","PFE":"辉瑞",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-12-23/doc-ikyakumx5794575.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2193172113","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、辉瑞新冠口服药获美国FDA紧急授权 试验显示可将住院情况减少89%\n\n\n2、拜登声称假日季供应链危机已避免 呼吁通过重建更美好未来法案\n\n\n3、今年美国IPO发行量创下历史纪录 但回报率差强人意\n\n\n4、早期研究：奥密克戎感染者住院风险远低于德尔塔\n\n\n5、马斯克称已卖出足够股票 达到了减持10%股份目标\n\n\n6、美国联邦贸易委员会对亚马逊云计算业务展开新的反垄断调查\n\n\n辉瑞新冠口服药获美国FDA紧急授权 试验显示可将住院情况减少89%\n美国监管机构给予辉瑞新冠口服药紧急使用授权，可用于患严重并发症风险较高的人群，在疫情关键时刻带来了更方便的治疗选择。\n辉瑞Paxlovid成为首款获监管授权的新冠家庭用药。一旦生产加速，有望成为抗击新冠病毒的强有力手段，为高风险患者提供可在家中使用的简易治疗方法。\n在一项Paxlovid大型临床试验中，未接种疫苗的高风险患者出现症状三天内用药，将住院情况减少了89%。辉瑞曾表示，在临床试验中，该药物与安慰剂产生的不良反应相似。\n但最初供应会非常有限，明年将加速供应。美国官员曾表示，虽然政府已订购1000万辉瑞口服药疗程，但预计眼下马上能提供的只有6.5万，到明年1月底将提供25万疗程。\n“辉瑞随时准备立即在美国开始供货，”辉瑞首席执行官Albert Bourla在声明中称。\n\n拜登声称假日季供应链危机已避免 呼吁通过重建更美好未来法案\n美国总统乔·拜登表示，他的政府与工会和企业一起成功避免了假日季节的供应链危机。\n“今年秋天的时候，我们听到很多关于供应链问题的可怕警告，声称假日前后会出现危机，”拜登在白宫说。 “所以我们采取了行动。我们召集了商界和劳工界的领袖来解决问题。这场被预测很可能发生的危机并未出现。”\n拜登说，“包裹正在运送”，“商店里的货架没有空荡荡”，并称赞他的政府为改善美国港口的货物流动而采取的行动。\n但他说，通胀上升是“我最关心的问题”，降低成本是“整个政府的首要任务”。\n美国企业之前警告说，美国供应链的结构性挑战-包括处理创纪录数量商品的过时航运系统-将持续到新年，而且没有什么包治百病的解决方案。\n通胀是拜登面临的一个核心政治问题。拜登周二宣称汽油价格已经下跌，并呼吁通过他的最为重要的国内政策法案，即重建更美好未来法案。拜登认为，该法案将在长期内缓解价格压力。周日民主党参议员曼钦以担心通胀为由拒绝支持该法案，导致其陷入僵局。\n\n今年美国IPO发行量创下历史纪录 但回报率差强人意\n首次公开募股（IPO）作为跑赢大盘的资产类别享有传奇地位。但不是在2021年。\n根据汇编的数据，今年481宗美国IPO中有一半以上的交易价格低于发行价。这些交易，不包括更多的特殊目的收购公司，总共创下了约1670亿美元的记录，轻松超越2020年。\n尽管发行金额创下历史新高，但由于波动性和表现不佳，对IPO的热情在年底有所减弱。交易商表示，尽管2022年第一季看起来将十分忙录，但预计未来一年会较为波动。\n可以肯定的是，2021年有其亮点。根据数据供应商PitchBook的数据，大约有180家由风险投资支持的公司在美国上市，为股市带来了约5120亿美元的价值。这与去年的105家、1800亿美元规模的这类IPO相比大幅增长。\n风险投资支持的公司包括电动皮卡制造商Rivian Automotive Inc．，为有史以来全球第13大IPO，该公司在11月筹集了137亿美元。上市一个月后，Rivian的交易价格比IPO价格高出24%，即使上周五该公司在公告无法达到生产目标后下跌了10%。\n数据显示，按加权平均计算，2021年的IPO类别仅上涨约1.6%。与此同时，虽然过去一个月出现了大幅抛售，纳斯达克综合指数和标准普尔500指数的回报率仍分别达到19%和24%。\n\n早期研究：奥密克戎感染者住院风险远低于德尔塔\n根据三项初步研究的数据，感染奥密克戎变异株的人住院概率小于感染德尔塔毒株的人。\n苏格兰的研究人员表示，与感染德尔塔相比，感染奥密克戎的住院情况少三分之二，尽管奥密克戎的传播力是德尔塔的10倍。\n伦敦帝国理工学院一个研究英格兰数据的工作小组发现，奥密克戎感染者去医院就诊的可能性低15%至20%，在医院过夜治疗的可能性低40%至45%。\n周三公布的南非调查结果发现，感染奥密克戎变异株的患者住院的可能性比感染其他毒株的患者低80%。美国国家传染病研究所的一项研究显示，与德尔塔相比，奥密克戎造成重症的可能性要低70%。\n虽然上述研究结果都是初步的，但或可让人感到些许放心，因为奥密克戎感染者发生重症的可能性明显低于德尔塔，至少在大量人口已经获得免疫的地区是如此。\n\n马斯克称已卖出足够股票 达到了减持10%股份目标\n电动汽车领导品牌特斯拉公司的负责人埃隆·马斯克在接受采访时说，他已出售足够的股票达到减持10%股份的目标。\n“我卖出的股票应该差不多相当于我的特斯拉持股10%，”他对讽刺网站Babylon Bee表示。\n自从11月询问他的推特粉丝是否应该出售部分持股以来，马斯克一直在抛售特斯拉股票。此举部分是为了创造现金流来支付估计超过100亿美元的税款，这与马斯克即将行使的股票选择权相关。\n周日晚些时候，他在一条推文中说，他今年将缴纳超过110亿美元的税款，回击包括参议员Elizabeth Warren在内的许多立法者对他的批评，Warren在社交媒体上称他“不劳而获”。Warren和其他主要民主党人指控像马斯克这样的亿万富翁逃避纳税。\n“我没有任何离岸帐户，我没有任何避税天堂，”马斯克说，并说他可以在短短几个小时内自己报税。“一切都非常透明。”\n最新的监管文件显示马斯克再度卖出5.28亿美元的特斯拉股票，推高总售股至约1350万股，价值约141亿美元。他对Babylon Bee的评论表明他在此之后再出售了更多股票。\n\n美国联邦贸易委员会对亚马逊云计算业务展开新的反垄断调查\n知情人士透露，美国联邦贸易委员会（FTC）正在推进对亚马逊云计算业务的反垄断调查。\nFTC主席Lina Khan一直是亚马逊的批评者，正在推进前任主席几年前启动的一项调查。\n因未获授权谈论此事而要求不具名的知情人士称，FTC调查人员过去几个月联系了一些公司，以收集与Amazon Web Services （AWS）竞争问题有关的信息。一位知情人士称，其中至少一家公司是最近几周联系的。\n亚马逊160亿美元的云计算业务也是该公司最大的利润源。调查这项业务之际，Khan早已把目标瞄准了美国一些最大的科技公司。Khan曾是哥伦比亚大学法学院教授，在反垄断界大名鼎鼎，一直警告亚马逊之类公司对数字经济时代的竞争构成威胁。\nFTC可能关注的一个问题是，亚马逊是否有动机歧视向AWS客户销售产品同时又与亚马逊竞争的软件公司。FTC担心亚马逊可能会惩罚与其他云服务提供商合作的公司，优待与自己独家合作的公司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1092,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691148782,"gmtCreate":1640154776657,"gmtModify":1640154912787,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570939692047814","authorIdStr":"3570939692047814"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691148782","repostId":"690782521","repostType":1,"repost":{"id":690782521,"gmtCreate":1639709240094,"gmtModify":1639777361532,"author":{"id":"3574968450404111","authorId":"3574968450404111","name":"B.God","avatar":"https://static.tigerbbs.com/8fba96cdefc2640a0413c00996aed28d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574968450404111","authorIdStr":"3574968450404111"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Too many newbies underestimated FED tapering and raising interest rates in 2022. As a former fund manager, basic investment strategy is always looking at the country's&nbsp;govt policy that affects the overall market and strategise and rebalance portfolio accordingly. Remember market moves in cycles. FED tapering in 2022 and raising of interest rates will mark a new cycle. A bear market cycle for at least 2-4 years. 2022-2023 is definitely bear market. End of 2023 will be a good time to invest big again to catch the best price","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Too many newbies underestimated FED tapering and raising interest rates in 2022. As a former fund manager, basic investment strategy is always looking at the country's&nbsp;govt policy that affects the overall market and strategise and rebalance portfolio accordingly. Remember market moves in cycles. FED tapering in 2022 and raising of interest rates will mark a new cycle. A bear market cycle for at least 2-4 years. 2022-2023 is definitely bear market. End of 2023 will be a good time to invest big again to catch the best price","text":"$Tesla Motors(TSLA)$Too many newbies underestimated FED tapering and raising interest rates in 2022. As a former fund manager, basic investment strategy is always looking at the country's govt policy that affects the overall market and strategise and rebalance portfolio accordingly. Remember market moves in cycles. FED tapering in 2022 and raising of interest rates will mark a new cycle. A bear market cycle for at least 2-4 years. 2022-2023 is definitely bear market. End of 2023 will be a good time to invest big again to catch the best price","images":[{"img":"https://static.tigerbbs.com/f9f5992ee681d15204442186384bd2db","width":"1170","height":"1906"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690782521","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693462661,"gmtCreate":1640065196542,"gmtModify":1640065196649,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570939692047814","authorIdStr":"3570939692047814"},"themes":[],"htmlText":"Like and comment?","listText":"Like and comment?","text":"Like and comment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/693462661","repostId":"1114524360","repostType":4,"repost":{"id":"1114524360","kind":"news","pubTimestamp":1640064985,"share":"https://www.laohu8.com/m/news/1114524360?lang=&edition=full","pubTime":"2021-12-21 13:36","market":"us","language":"zh","title":"浑水对阵贝壳，谁的数据更可信？","url":"https://stock-news.laohu8.com/highlight/detail?id=1114524360","media":"财经杂志","summary":"2021年12月16日晚，浑水发布做空报告称，通过抓取贝壳平台交易数据、走访线下门店等方式，发现贝壳夸大2021年二季度、三季度GTV126%，虚报佣金收入77%至96%，虚增门店数至少23%。浑水由此得出结论，贝壳在进行系统性欺诈。17日傍晚，贝壳发布回应声明称，浑水报告存在大量事实错误，他们抓取交易量数据、衡量门店和经纪人数目的方法是错误的，导致数据失实且有遗漏，“显示出浑水对中国房产交易行业缺乏基本认识”。","content":"<div>\n<p>文/张光裕 陈嘉瑶\n过去三天，被称为“中概股狙击手”的做空机构浑水公司，与中国最大的房产交易平台贝壳找房（NYSE:BEKE）激烈交锋。\n2021年12月16日晚，浑水发布做空报告称，通过抓取贝壳平台交易数据、走访线下门店等方式，发现贝壳夸大2021年二季度、三季度GTV（总交易额）126%，虚报佣金收入77%至96%，虚增门店数至少23%。浑水由此得出结论，贝壳在进行系统性欺诈。\n17日傍晚，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/cEJQAe8TqeaTsD8wreUUkA\">Web Link</a>\n\n</div>\n","source":"caijing","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>浑水对阵贝壳，谁的数据更可信？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n浑水对阵贝壳，谁的数据更可信？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-21 13:36 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/cEJQAe8TqeaTsD8wreUUkA><strong>财经杂志</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文/张光裕 陈嘉瑶\n过去三天，被称为“中概股狙击手”的做空机构浑水公司，与中国最大的房产交易平台贝壳找房（NYSE:BEKE）激烈交锋。\n2021年12月16日晚，浑水发布做空报告称，通过抓取贝壳平台交易数据、走访线下门店等方式，发现贝壳夸大2021年二季度、三季度GTV（总交易额）126%，虚报佣金收入77%至96%，虚增门店数至少23%。浑水由此得出结论，贝壳在进行系统性欺诈。\n17日傍晚，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/cEJQAe8TqeaTsD8wreUUkA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/44565298443969896d61e54e89997278","relate_stocks":{"BEKE":"贝壳"},"source_url":"https://mp.weixin.qq.com/s/cEJQAe8TqeaTsD8wreUUkA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114524360","content_text":"文/张光裕 陈嘉瑶\n过去三天，被称为“中概股狙击手”的做空机构浑水公司，与中国最大的房产交易平台贝壳找房（NYSE:BEKE）激烈交锋。\n2021年12月16日晚，浑水发布做空报告称，通过抓取贝壳平台交易数据、走访线下门店等方式，发现贝壳夸大2021年二季度、三季度GTV（总交易额）126%，虚报佣金收入77%至96%，虚增门店数至少23%。浑水由此得出结论，贝壳在进行系统性欺诈。\n17日傍晚，贝壳发布回应声明称，浑水报告存在大量事实错误，他们抓取交易量数据、衡量门店和经纪人数目的方法是错误的，导致数据失实且有遗漏，“显示出浑水对中国房产交易行业缺乏基本认识”。\n《财经》记者采访中，经纪行业人士大多认同贝壳说法。贝壳的成交量由多个渠道贡献，囿于信息源不全，浑水抓取不到贝壳体系外部的渠道数据，内部渠道数据也不准。而它们通过门店和经纪人数，推断GTV和营收的逻辑思路，也可能站不住脚。\n但浑水的做空报告并非毫无价值。它指出了贝壳长期存在的“鬼店”“克隆店”问题，这导致了贝壳店面统计误差。\n17日，在贝壳发布回应声明当天，贝壳股价上涨了5.7%，收于19.36美元/股。浑水的做空和贝壳的反击，究竟谁的数据更有理，目前来看，资本市场选择了后者。\n浑水的统计漏洞在哪里？\n在做空报告附录中，浑水介绍了抓取交易数据的方法。\n它们从贝壳平台“找经纪人”端口进入，看到经纪人所在门店，再统计各门店的成交记录，由此得到交易量。因为贝壳平台只展示近76天的成交记录，所以浑水对二季度、三季度的统计范围也均为76天，再按比例换算成完整季度。\n成交价的统计则分为新房与二手房。浑水称，由于按中国房地产业协会数据，近两年新房单价几乎保持不变，所以它们使用了贝壳2020年报披露的成交均价来对新房成交价进行估算。\n至于二手房，有62%的城市在贝壳平台上可获取成交价，浑水直接抓取。其余城市，浑水根据中国房地产业协会数据，选择特征相近的城市作为参考，按照两城市价格比例关系估算成交价。值得注意的是，北京、深圳的二手房交易价均为估算得到。\n用成交量乘以成交均价，便得到GTV。\n针对浑水的统计方法，贝壳回应道，公司新房交易的通路有四条：链家门店、贝壳平台连接的门店、新房销售团队、其他销售渠道（外渠）。而浑水只计算了前两种方式。\n在贝壳集团内，更常将以上通路分为“内渠”（链家及贝壳平台连接门店）、“新房直销”和“外渠”。\n一位贝壳前运营人士告诉《财经》记者，贝壳是在2020年下半年成立了专门的新房直销团队。这些经纪人按市内的商圈划定片区，日常是驻守在各个楼盘售楼处，没有对应至某个门店。\n在比较成熟的商圈，团队会在写字楼里租个办公室，供开会、办手续时使用。在郊区等新开发商圈，条件就更艰苦些，没有办公室，所有工作都是在售楼大厅完成。\n而且据贝壳声明，这些新房专岗经纪人无法在App首页“找经纪人”功能找到，而要到 “新房”频道的子页面里寻找。\n因此，浑水顺着经纪人找门店的方法，统计不到新房直销团队的成交量。当然，除新房直销外，内渠门店也卖新房，浑水只统计了这一部分。\n再来看外渠。所谓“外渠”，是指与贝壳有合作关系，但不从属于贝壳体系的外部中介公司。这些公司既能使用贝壳端口成单，也可以使用其他平台的端口。\n上述前运营人士解释，贝壳不会把外渠展示在对客平台“贝壳找房”页面上，它们一般要自己想办法获客。外渠们都是通过贝壳内部一套叫作“link”的系统完成签单上报、结转佣金等作业环节，相关流程不对外展示。\n一家与贝壳合作的外渠机构负责人告诉记者，对贝壳而言，这一业务的本质是To B，而非To C的，“外渠整体的数据只有贝壳知道”。\n《财经》记者了解到，除遗漏“新房直销”和“外渠”外，浑水对内渠的统计数据准确性也存疑。\n贝壳对自己的数据，有线上线下两条统计路径，两套数据并不总是一致的。内渠成交的客单，也不是百分百完全录在了线上。这里面主客观原因都有。\n主观上，除了一时的怠惰，一些门店和经纪人会通过调节录入节奏，来保障完成绩效考核。比如已经完成指标时，就先不急于把成单上线，留一些“存货”，等到业绩发愁的时候拿来找补。\n还有各种客观原因导致已经成交的单子无法录入。比如在新房业务上，如果开发商和贝壳在佣金支付、或者这一单究竟是贝壳卖的，还是开发商自己卖的存在争议时，那按贝壳规则，这一单就不能在线上录为“承销”,必须等争议解决后才可以。\n另外，财务端和运营端掌握的数据也可能不一致。比如已经卖出的房子，买家退单了；或者与开发商合作上，因为业绩好，中途佣金跳点上涨。对于这些变化，财务运营两个端口的统计可能一前一后，有时间差。\n贝壳自己能周期性地用线上、线下两套数据相互校准。但浑水只能抓取到两段各76天运营端的线上数据，很难保障准确性。\n浑水对二手房的价格估算，使用了中房协披露的数据，尤其是用这个办法估算了链家大本营北京的价格。这可能与真实情况有较大出入。有链家经纪人告诉《财经》记者，自二手房指导价政策出台后，平台上展示的房源有所保留。一些高价房源挂在内网上，买房者可通过经纪人获知这些房源的信息，完成交易。\n虚设门店 贝壳并非无懈可击\n浑水报告中称，它们的数据收集表明，截至2021年二季度末门店总数被夸大了23%。而在线下走访时，他们发现了大量“鬼店”和“克隆店”，因此实际夸大程度可能更高。\n所谓“鬼店”，是指这家店注册在贝壳平台上，但实际已关门停业了。“克隆店”指好几家店注册同一个地址，实际只有一家店。浑水称它们在廊坊走访51家注册的链家店，发现19家是“鬼店”，于是此地门店数量被夸大了59%。\n浑水也质疑贝壳实际经纪人数。报告里提到，贝壳声称在上海有2.1万名经纪人，但它们查询中国国家市场监督管理总局数据发现，贝壳在上海的经纪子公司，员工总数只有9998人。\n针对以上质疑，贝壳回应说浑水信息源不完整，即如上文所述，没有统计到新房专岗经纪人。但并未回应“鬼店”和“克隆店”是怎么回事。\n《财经》记者在采访中了解到，贝壳的“鬼店”和“克隆店”的确存在。贝壳会不定期清理这类店面，但至今仍难以根除。多变是中介行业的特点，不但经纪人离职率、流动率高，门店开张几个月就倒闭也是常事。这些关门的店铺，尤其是平台连接的非链家品牌，一般不会主动在贝壳平台上注销。\n线上注册的经纪人也有同样问题。前贝壳经营人士说，他所在区域今年曾做过一次筛查，发现有5%的人员在职不在岗，即在花名册中状态为“在职”，但其实没有打卡上班。\n他解释说，有些员工岗位有了调动，但没在系统里及时修改，所以没统计到打卡。但也有一部分人，只是在贝壳挂个名，实际已经离开了公司甚至行业。而对于浑水描述的上海的情况，比起市场监管总局的统计，公司实际经纪人的确更多，因为一些经纪人签约的公司，可能并不是贝壳子公司，而是各种各样的外部公司。\n这位运营人士就是在某南方城市为贝壳工作时，劳动合同的甲方被签成了北京一家人力资源公司。\n由此观之，贝壳究竟有多少家店铺，多少名经纪人，也是线上线下两套数据。线上数据很可能不靠谱。贝壳自己要想搞清楚，也要靠在线下花功夫。\n浑水做空报告的一条核心逻辑是，贝壳的门店数、经纪人数，与它的GTV和营收，存在某种正相关的函数关系。如果前者有水分，那贝壳的GTV和营收也势必有水分。\n虽然贝壳的门店和经纪人数的确存疑，但浑水的这条逻辑，受访的经纪行业人士并不赞同。\n因为新房直销和外渠，在贝壳GTV中的占比已经越来越大。前运营人士说，在他所在的某南方省会城市，2020年新房直销和外渠贡献的GTV占比在50%左右。\n但直销团队不增加门店数，外渠的门店和经纪人也不体现在贝壳找房平台的统计中。\n因此，在内渠占比下降的商业模式下，浑水仅靠统计内渠门店和人数，就得出贝壳的GTV和营收有水分站不住脚。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699516793,"gmtCreate":1639837823950,"gmtModify":1639837824060,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570939692047814","authorIdStr":"3570939692047814"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699516793","repostId":"1153763839","repostType":4,"repost":{"id":"1153763839","kind":"news","pubTimestamp":1639827287,"share":"https://www.laohu8.com/m/news/1153763839?lang=&edition=full","pubTime":"2021-12-18 19:34","market":"sh","language":"zh","title":"“中植系”掌门人解直锟离世，旗下多家A股上市公司","url":"https://stock-news.laohu8.com/highlight/detail?id=1153763839","media":"腾讯一线","summary":"解直锟，1961年生人，中国改革开放的第一代企业家，于1995年创立中植集团。","content":"<p>记者&nbsp;李思谊</p>\n<p>腾讯新闻《一线》从多个消息源获悉，中植系实控人、毛阿敏丈夫解直锟于12月18日离世，享年60岁。</p>\n<p>一位消息人士表示，突然离世是由于12月17日晚间的心脏病突发导致。</p>\n<p>另一位消息人士表示，解直锟16日还在处理日常工作，但近期的身体状况确实不太好。</p>\n<p>资料显示，解直锟原名解植坤，1961年1月出生于黑龙江省，现任中植企业集团首席执行官，同时担任北京大学、复旦大学和南开大学的校董。</p>\n<p>他所创立的中植系是中国最大的金融财团之一，资产规模达上万亿。</p>\n<p>Wind统计显示，解直锟控制的上市公司有<a href=\"https://laohu8.com/S/002012\">凯恩股份</a>、<a href=\"https://laohu8.com/S/002621\">美吉姆</a>、<a href=\"https://laohu8.com/S/600107\">美尔雅</a>、<a href=\"https://laohu8.com/S/002289\">宇顺电子</a>、<a href=\"https://laohu8.com/S/002207\">准油股份</a>、<a href=\"https://laohu8.com/S/002418\">康盛股份</a>、<a href=\"https://laohu8.com/S/002622\">融钰集团</a>，今年下半年还拿下<a href=\"https://laohu8.com/S/300313\">ST天山</a>的控制权。</p>","source":"TXYX","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“中植系”掌门人解直锟离世，旗下多家A股上市公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-18 19:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://new.qq.com/omn/20211218/20211218A084LH00.html><strong>腾讯一线</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>记者 李思谊\n腾讯新闻《一线》从多个消息源获悉，中植系实控人、毛阿敏丈夫解直锟于12月18日离世，享年60岁。\n一位消息人士表示，突然离世是由于12月17日晚间的心脏病突发导致。\n另一位消息人士表示，解直锟16日还在处理日常工作，但近期的身体状况确实不太好。\n资料显示，解直锟原名解植坤，1961年1月出生于黑龙江省，现任中植企业集团首席执行官，同时担任北京大学、复旦大学和南开大学的校董。\n他所创立...</p>\n\n<a href=\"https://new.qq.com/omn/20211218/20211218A084LH00.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/3120daff1f137eb591d0c6b2dac66676","relate_stocks":{"300313":"ST天山","600107":"美尔雅","002012":"凯恩股份","002207":"准油股份","002622":"皓宸医疗","002418":"康盛股份","002621":"*ST美吉","002289":"ST宇顺"},"source_url":"https://new.qq.com/omn/20211218/20211218A084LH00.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153763839","content_text":"记者 李思谊\n腾讯新闻《一线》从多个消息源获悉，中植系实控人、毛阿敏丈夫解直锟于12月18日离世，享年60岁。\n一位消息人士表示，突然离世是由于12月17日晚间的心脏病突发导致。\n另一位消息人士表示，解直锟16日还在处理日常工作，但近期的身体状况确实不太好。\n资料显示，解直锟原名解植坤，1961年1月出生于黑龙江省，现任中植企业集团首席执行官，同时担任北京大学、复旦大学和南开大学的校董。\n他所创立的中植系是中国最大的金融财团之一，资产规模达上万亿。\nWind统计显示，解直锟控制的上市公司有凯恩股份、美吉姆、美尔雅、宇顺电子、准油股份、康盛股份、融钰集团，今年下半年还拿下ST天山的控制权。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699040039,"gmtCreate":1639728088445,"gmtModify":1639728088586,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570939692047814","authorIdStr":"3570939692047814"},"themes":[],"htmlText":"Liked&nbsp;","listText":"Liked&nbsp;","text":"Liked","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699040039","repostId":"1159455723","repostType":4,"isVote":1,"tweetType":1,"viewCount":1687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690192859,"gmtCreate":1639645976616,"gmtModify":1639645976716,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570939692047814","authorIdStr":"3570939692047814"},"themes":[],"htmlText":"Hao","listText":"Hao","text":"Hao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690192859","repostId":"1120998541","repostType":4,"repost":{"id":"1120998541","kind":"news","pubTimestamp":1639645733,"share":"https://www.laohu8.com/m/news/1120998541?lang=&edition=full","pubTime":"2021-12-16 17:08","market":"hk","language":"zh","title":"内部赛马，外部投资，小米造车“广撒网”","url":"https://stock-news.laohu8.com/highlight/detail?id=1120998541","media":"连线出行","summary":"自从宣布造车以来，小米就格外引人注目。与此同时，关于小米造车的消息不断，仿佛被按下了加速键。\n日前，据36氪报道，小米控股的生态链公司智米科技下场造车，前通用泛亚的电动汽车项目负责人马永东加盟，负责智","content":"<p>自从宣布造车以来，小米就格外引人注目。<b>与此同时，关于小米造车的消息不断，仿佛被按下了加速键。</b></p>\n<p>日前，据<a href=\"https://laohu8.com/S/KRKR\">36氪</a>报道，小米控股的生态链公司智米科技下场造车，前通用泛亚的电动汽车项目负责人马永东加盟，负责智米的整车业务。与此同时，36氪援引消息人士表示，“智米科技的造车业务目前与小米汽车保持独立，未看到小米行政体系对智米科技的明显支持。”</p>\n<p>一时间，小米“双线造车”的消息迅速得到外界的关注。对于此项传闻，小米公关部总经理王化公开表示，小米没有双线造车规划，并解释道：智米公司是一家生态链企业，出于兴趣研究电动车，因而组建了一个小团队，目前在做非常早期的工作。</p>\n<p><img src=\"https://static.tigerbbs.com/f395b91ca08da92c3a1b0625ad623650\" tg-width=\"1080\" tg-height=\"1447\" referrerpolicy=\"no-referrer\">小米回应，图源小米公关部总经理王化个人<a href=\"https://laohu8.com/S/WB\">微博</a></p>\n<p>小米正在多方同步推进造车进程。除了内部独立出小米汽车专注造车外，在外部小米也投资大量新能源汽车上下游有关的公司。</p>\n<p><b>事实上，这个被小米创始人雷军看作是“二次创业”的业务，从一开始便被雷军及小米予以众望。</b>“这是我人生最后一次重大的创业项目，我决定亲自带队，我愿意压上我人生所有积累的战绩和声誉，为小米汽车而战。”今年三月份，雷军如是说道。</p>\n<p>半年后，小米汽车实体公司正式成立，总部设在北京，工厂也定在亦庄。十月份，雷军在小米集团2021年投资者大会上表示，小米造车及团队各项工作的进展远超预期，预计小米汽车于2024年上半年正式量产。</p>\n<p><img src=\"https://static.tigerbbs.com/29746939e36303012ab35f864d3d246d\" tg-width=\"1080\" tg-height=\"807\" referrerpolicy=\"no-referrer\">图源雷军个人微博</p>\n<p>尽管小米造车的动作不断，但跨界造车并非容易之事。面对所剩不多的造车时间表，还未成型的小米汽车，正在试图寻找多个造车机会。</p>\n<p><b>1、同步进行，内部赛马？</b></p>\n<p>“智米科技出于兴趣研究电动汽车，组建一个小团队，在做非常早期的工作。”</p>\n<p><b>小米的回应中，否认了双线造车，但确认了智米科技正在布局和电动汽车相关的工作。</b></p>\n<p>而据36氪报道称，前通用泛亚的电动汽车项目负责人马永东加盟，负责智米科技的整车业务，同时，不少北汽的电子电气架构人员也在近期加入智米科技。更重要的是，有汽车设计公司已经与智米科技接洽，对接整车设计工作。据知情人士向36氪透露，智米科技的造车方向是乘用车，首款车是SUV。</p>\n<p>连线出行查阅资料后发现，智米科技是一家专注于<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>环境电器的研发和生产的公司，在2015年获得了小米旗下顺为资本的投资。需要注意的是，和其他小米生态链的公司不同，智米科技是小米的控股子公司。<b>从天眼查信息可以看到，智米科技的执行董事刘德拥有智米科技95%的股权，而刘德是小米的联合创始人、小米生态链的发起人。</b></p>\n<p><img src=\"https://static.tigerbbs.com/59fe3e3c82757ffd7cfcd12c46de54d0\" tg-width=\"1080\" tg-height=\"213\" referrerpolicy=\"no-referrer\">智米科技控股情况，图源天眼查官网</p>\n<p>可以看出，智米科技是小米生态链中的重要一环，因此智米科技的一举一动也备受关注。而除了智米科技被传出造车外，小米内部本身对于造车的计划更是快速推进。</p>\n<p>正如雷军在2021年投资者大会上表示，小米汽车已于9月1日在北京完成注册，首个工厂将落地亦庄，目前已经到岗研发人员453人，注册资金100亿。当天，雷军发表微博表示，“小米汽车新同学，今天开学了！”</p>\n<p>在17位亮相的成员中，后排的9人是小米汽车筹备组的成员。据公开资料显示，这其中，除了李田原曾担任宝马外观设计师外，其余成员均为小米内部骨干。</p>\n<p><img src=\"https://static.tigerbbs.com/e7999cd6484b6fb2f1e070f9c972a8b6\" tg-width=\"1080\" tg-height=\"679\" referrerpolicy=\"no-referrer\"></p>\n<p>小米汽车成员，图源雷军个人微博</p>\n<p><b>而在小米汽车成立之前，小米汽车筹备组已经形成。</b>据未来汽车Daily报道，小米原大家电总经理李肖爽，其主要负责整车、供应链以及工厂相关的筹备工作；小米集团原参谋部副参谋长于锴，负责座舱业务筹备；自动驾驶业务则归属在小米技术委员会，由技术委员会主席叶航军负责筹备。</p>\n<p>尽管成员具体的职位还要看后续小米汽车的业务安排，但可以确定的是由雷军掌舵的小米汽车已经吸引了不少汽车领域的人才。</p>\n<p>此外，小米已经申请了多个商标，试图离造整车更近一步。连线出行从公开资料看到，小米申请了“小米出行”“小米智行”、“XIAOMI MOTORS”、“XIAOMI AUTO”、“MIMOTORS”、“MIAUTO”等商标。</p>\n<p>自今年5月起，雷军频频接触车企，几乎每个月都会有雷军参观车企的消息传出。雷军先是去了上汽通用五菱参观了五菱新能源汽车，又到访了长城研发中心。随后，据路透社报道，恒大集团正在与小米商讨出售其电动汽车部门65%的股份。此外，2021中国汽车重庆论坛上<a href=\"https://laohu8.com/S/002594\">比亚迪</a>董事长王传福谈及和小米的合作，引发了外界对小米和比亚迪合作造车的猜测。</p>\n<p><b>无论是与哪个车企合作、接洽，这些动作都在指向，作为造车界的后入局者，小米必须要四处取经，学习造车相关经验，才能推进造车业务的顺利进行。</b></p>\n<p>值得一提的是，近期雷军相继卸任小米多家关联公司的法定代表人、运行董事或董事长职务。<b>外界认为，这是雷军All in造车的表现，对此，小米公关部总经理王化在微博上表示，这就是正常的变更。</b>“雷总今年的精力主要放在了造车相关的事务上面，高管们已经可以分担相关的一些工作和职责。”</p>\n<p>更关键的是，此次造车消息还透露智米科技的造车业务目前与小米汽车保持独立。这也意味着，雷军或许将一部分造车的野心，寄托在智米科技身上。</p>\n<p>正如消息人士向36氪分析，双线布局，内部赛马机制或许可以平衡多方诉求，加快造车节奏。但也有声音认为，造车是个重资金投入的生意，如果两者同时进行，势必分散资金、技术、人才等资源。反观新势力车企造车，都是集中力量打造爆款车，成功之后再打造第二款车。</p>\n<p><b>2、“买买买”为小米造车铺路</b></p>\n<p><b>除了内部赛马，小米也开启了紧锣密鼓的外部投资。</b>眼下，“买买买”也已经成为小米造车的关键词。</p>\n<p>据<a href=\"https://laohu8.com/S/600109\">国金证券</a>统计，截至今年9月30日，小米投资布局有关智能汽车领域企业共有62家，其中智能驾驶布局17家企业，智能电动布局13家企业，智能座舱布局6家企业，有22家企业是2021年新增投资。</p>\n<p>10月14日，在小米产投Demo Day上，小米投资的100多家产业链公司集体亮相，其中与汽车产业相关的企业有40家以上。</p>\n<p><img src=\"https://static.tigerbbs.com/da78e9644653751059bddf6ba5027278\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p>小米产投&nbsp;Demo Day ，图源雷军个人微博</p>\n<p><b>自动驾驶作为电动汽车的技术高地，同时也是车企们难啃的“硬骨头”，小米自然不会放弃。</b>从今年二季度财报中可以看到，小米和自动驾驶公司DeepMotion（深动科技）所订立的股份购买协议引起了市场的关注。</p>\n<p>据财报显示，小米将用7737万美元（约合5亿元人民币）购买DeepMotion已发行股本的71.16%和28.84%。这不是小米第一次注资自动驾驶。早在今年6月份，小米便相继参与了纵目科技D++轮、禾赛科技D轮、几何伙伴Pre-A+轮等自动驾驶相关公司的投资。</p>\n<p>进一步来看，在自动驾驶核心的传感器领域，小米还投资了 4 家激光雷达公司，包括禾赛科技、Innovusion （图达通） 、北醒光子以及速腾聚创。</p>\n<p>“自动驾驶技术是智能电动车最重要的技术，现阶段小米汽车的首要任务，就是寻找超过500名专注L4自动驾驶技术的人才。”小米集团总裁王翔曾在小米第二季度财报电话会上表示，目前小米已收到超过2万份简历。</p>\n<p>除了自动驾驶外，动力电池、电控、车机控制、智能座舱也被新能源车企们看作是造车不可缺失的因素。无论是<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，还是“蔚小理”等车企，均在上述领域自研或投资。</p>\n<p><b>据连线出行不完全统计，小米投资了五家电池公司。</b>具体而言，小米率先投资了专注于动力电池研发公司——蜂巢能源。据连线出行了解，蜂巢能源曾发布无钴电池，目前处于动力电池领域第二梯队中。此外，中航锂电、<a href=\"https://laohu8.com/S/688772\">珠海冠宇</a>、赣锋锂电、卫蓝新能源的背后也有小米的身影。值得一提的是，卫蓝新能源还是<a href=\"https://laohu8.com/S/NIO\">蔚来</a>的半固态电池供应商。</p>\n<p><b>随着投资的进行，小米的造车之路上多了不少合作伙伴。</b></p>\n<p>路已经在铺，小米造车的推进也在加速，上个月，小米发布Q3业绩公告显示，“智能电动车业务推进顺利，团队成员已超过 500 人 。”要知道，9月初小米曾对外表示，造车业务团队人数近300人。短短两个月，小米团队人数规模便增加了200人。</p>\n<p><img src=\"https://static.tigerbbs.com/1974ae43136b1ebfa97b50eb1ff2832e\" tg-width=\"1080\" tg-height=\"195\" referrerpolicy=\"no-referrer\"></p>\n<p>小米智能电动车业务团队，图源小米Q3业绩公告</p>\n<p>不只是人才的招募，在人才的争夺上小米也没有停止脚步。据未来汽车Daily报道，今年6月小米已开始在全球范围内挖自动驾驶领域的大佬和专家，薪资基本以“百万美元年薪起步”。</p>\n<p>从小米不断出手投资的动向上似乎不难看出，作为造车风口上的后来者，小米正在广撒网，从决定入局开始就动作不断。毕竟，市场上留给小米造车的时间已经不多了。</p>\n<p><b>3、动用一切资源，小米全力以赴造车</b></p>\n<p><b>找人、找供应链，小米似乎又回到了11年前刚创业的阶段。</b>如今，小米的触角已经伸到了涉及汽车领域的各行各业。</p>\n<p>“小米有能力造车了，并不意味造车这个事情就变简单了，只是让我们有机会和传统最优秀的车厂掰掰手腕。”小米集团总裁王翔在接受《中国企业家》采访时如是表示。</p>\n<p><b>事实上，造车相比于造手机是个非常复杂的工程。作为后来者，无论是内部赛马，还是外部投资，小米想要赶上造车的风口，确实需要多重准备。</b></p>\n<p>放眼整个电动汽车市场，不仅有传统车企及造车新势力，科技公司下场造车的例子更是前赴后继，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、阿里、华为等都在跃跃欲试。</p>\n<p>如果说外部投资带给小米的是供应链优势，那自身的硬实力便是小米能否造出车的关键和核心。</p>\n<p>首先要知道，买买买可以为小米带来短暂的技术支持，但显然不是长久之计。以自动驾驶为例，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、百度、特斯拉等均凭借自身实力在自动驾驶领域有了多年的技术积累。此外，小米投资的公司也并非只服务于小米一家，或许很难给小米带来稳定的支持。</p>\n<p><img src=\"https://static.tigerbbs.com/79ecbf8ff763624c44b7addb98f836c8\" tg-width=\"1000\" tg-height=\"667\" referrerpolicy=\"no-referrer\"></p>\n<p><b>外部投资、招聘人才、技术研发都是小米造车的一个个缩影，在这个庞杂的工程中，想要造出车，小米还需要面对生产的压力。</b></p>\n<p>加之小米已经宣布在北京亦庄自建工厂，其生产模式也呼之欲出。但在外界看来，于小米而言，一方面造车经验有限，一方面造车时间表紧迫，且早期的蔚来、小鹏也都采用了代工生产模式，因此代工生产也被业界看做是小米最有效率的一种模式。但从造车成本、生产稳定程度来看，小米自建工厂都更有优势。</p>\n<p><b>而在渠道上，一个明显的趋势是，新能源汽车正在抛弃4S店，转向距离消费者更近的购物中心。</b>而在这一点上，小米之家原本的布局便为小米造车提供了先天优势。</p>\n<p><img src=\"https://static.tigerbbs.com/b22c1a33c7ea608380ebe334f555904b\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>小米之家门店，图源小米之家官方微博</p>\n<p>小米集团合伙人卢伟冰曾表示，小米之家未来就要承担小米汽车销售和服务的责任，并且做好小米生态链基于用户场景的联动体验，所以肯定要开大店，才能把汽车放下。</p>\n<p>还值得关注的是，雷军曾表示，“小米模式”“小米品牌和用户”和“全智能生态”被视为小米造车的三大优势。对此，罗兰贝格全球高级合伙人兼大中华区副总裁郑贇也对财经汽车表示，“汽车制造、研发并不是小米最擅长的。小米的优势是有成型的社群，以及在智能化、数字化方面相对有经验。”</p>\n<p><b>类比手机，小米模式的重点就在于高性价比的硬件产品，小米的用户则主要是年轻人，这两者均决定了小米汽车定价“不宜过高”。</b></p>\n<p>但显然，造车所耗费的资金和手机并不在一个量级上，如果强调性价比，可能让小米入不敷出。因此，雷军曾透露，“小米首款汽车不是轿车就是SUV，售价区间在10万-30万元，定位中高端。”</p>\n<p>这意味着，小米造车并没有过度强调性价比，想要留住价格敏感的用户，打造爆款便成了小米汽车率先要能做的事。</p>\n<p>雷军在今年十月份的投资者大会上表示，小米汽车将于2024年上半年量产。需要明白的是，电动汽车已经进了行业的下半场，关键问题也从“能不能造车”转向了“造什么车”。</p>\n<p>更重要的现实问题是，2024、2025年被行业普遍认为是电动汽车的时间窗口，刚刚下场造车的小米，剩下的时间已经不多了。而想要跻身于造车行业，小米必须拿出一款让市场认可的汽车，才有可能成为造车的主流玩家。</p>\n<p>造车这场重注是否能赢，小米现在还没有答案。<b>眼下，距离2024年量产的时间点越来越近，小米必须全速前进。</b></p>","source":"lsy1608175660462","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n内部赛马，外部投资，小米造车“广撒网”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-16 17:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=MzkwNzE2OTkxMA==&mid=2247489471&idx=1&sn=979475a55cc6471a12752aea33150777&chksm=c0dc0ea6f7ab87b057b5b2d25ce62d3332c3e272a38da46bc6c8696c7044e0c91673c6583b31&scene=27#wechat_redirect><strong>连线出行</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>自从宣布造车以来，小米就格外引人注目。与此同时，关于小米造车的消息不断，仿佛被按下了加速键。\n日前，据36氪报道，小米控股的生态链公司智米科技下场造车，前通用泛亚的电动汽车项目负责人马永东加盟，负责智米的整车业务。与此同时，36氪援引消息人士表示，“智米科技的造车业务目前与小米汽车保持独立，未看到小米行政体系对智米科技的明显支持。”\n一时间，小米“双线造车”的消息迅速得到外界的关注。对于此项传闻，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzkwNzE2OTkxMA==&mid=2247489471&idx=1&sn=979475a55cc6471a12752aea33150777&chksm=c0dc0ea6f7ab87b057b5b2d25ce62d3332c3e272a38da46bc6c8696c7044e0c91673c6583b31&scene=27#wechat_redirect\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/569603afadf6357093ec2a544a805be8","relate_stocks":{"BK1193":"电脑硬件、储存设备及电脑周边","BK1506":"5G概念","BK1607":"新IT概念","BK1589":"北水核心资产","01810":"小米集团-W","BK1521":"挪威政府全球养老基金持仓","BK1502":"双十一","BK1523":"武汉本地概念股","BK1575":"同股不同权"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzkwNzE2OTkxMA==&mid=2247489471&idx=1&sn=979475a55cc6471a12752aea33150777&chksm=c0dc0ea6f7ab87b057b5b2d25ce62d3332c3e272a38da46bc6c8696c7044e0c91673c6583b31&scene=27#wechat_redirect","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120998541","content_text":"自从宣布造车以来，小米就格外引人注目。与此同时，关于小米造车的消息不断，仿佛被按下了加速键。\n日前，据36氪报道，小米控股的生态链公司智米科技下场造车，前通用泛亚的电动汽车项目负责人马永东加盟，负责智米的整车业务。与此同时，36氪援引消息人士表示，“智米科技的造车业务目前与小米汽车保持独立，未看到小米行政体系对智米科技的明显支持。”\n一时间，小米“双线造车”的消息迅速得到外界的关注。对于此项传闻，小米公关部总经理王化公开表示，小米没有双线造车规划，并解释道：智米公司是一家生态链企业，出于兴趣研究电动车，因而组建了一个小团队，目前在做非常早期的工作。\n小米回应，图源小米公关部总经理王化个人微博\n小米正在多方同步推进造车进程。除了内部独立出小米汽车专注造车外，在外部小米也投资大量新能源汽车上下游有关的公司。\n事实上，这个被小米创始人雷军看作是“二次创业”的业务，从一开始便被雷军及小米予以众望。“这是我人生最后一次重大的创业项目，我决定亲自带队，我愿意压上我人生所有积累的战绩和声誉，为小米汽车而战。”今年三月份，雷军如是说道。\n半年后，小米汽车实体公司正式成立，总部设在北京，工厂也定在亦庄。十月份，雷军在小米集团2021年投资者大会上表示，小米造车及团队各项工作的进展远超预期，预计小米汽车于2024年上半年正式量产。\n图源雷军个人微博\n尽管小米造车的动作不断，但跨界造车并非容易之事。面对所剩不多的造车时间表，还未成型的小米汽车，正在试图寻找多个造车机会。\n1、同步进行，内部赛马？\n“智米科技出于兴趣研究电动汽车，组建一个小团队，在做非常早期的工作。”\n小米的回应中，否认了双线造车，但确认了智米科技正在布局和电动汽车相关的工作。\n而据36氪报道称，前通用泛亚的电动汽车项目负责人马永东加盟，负责智米科技的整车业务，同时，不少北汽的电子电气架构人员也在近期加入智米科技。更重要的是，有汽车设计公司已经与智米科技接洽，对接整车设计工作。据知情人士向36氪透露，智米科技的造车方向是乘用车，首款车是SUV。\n连线出行查阅资料后发现，智米科技是一家专注于智能环境电器的研发和生产的公司，在2015年获得了小米旗下顺为资本的投资。需要注意的是，和其他小米生态链的公司不同，智米科技是小米的控股子公司。从天眼查信息可以看到，智米科技的执行董事刘德拥有智米科技95%的股权，而刘德是小米的联合创始人、小米生态链的发起人。\n智米科技控股情况，图源天眼查官网\n可以看出，智米科技是小米生态链中的重要一环，因此智米科技的一举一动也备受关注。而除了智米科技被传出造车外，小米内部本身对于造车的计划更是快速推进。\n正如雷军在2021年投资者大会上表示，小米汽车已于9月1日在北京完成注册，首个工厂将落地亦庄，目前已经到岗研发人员453人，注册资金100亿。当天，雷军发表微博表示，“小米汽车新同学，今天开学了！”\n在17位亮相的成员中，后排的9人是小米汽车筹备组的成员。据公开资料显示，这其中，除了李田原曾担任宝马外观设计师外，其余成员均为小米内部骨干。\n\n小米汽车成员，图源雷军个人微博\n而在小米汽车成立之前，小米汽车筹备组已经形成。据未来汽车Daily报道，小米原大家电总经理李肖爽，其主要负责整车、供应链以及工厂相关的筹备工作；小米集团原参谋部副参谋长于锴，负责座舱业务筹备；自动驾驶业务则归属在小米技术委员会，由技术委员会主席叶航军负责筹备。\n尽管成员具体的职位还要看后续小米汽车的业务安排，但可以确定的是由雷军掌舵的小米汽车已经吸引了不少汽车领域的人才。\n此外，小米已经申请了多个商标，试图离造整车更近一步。连线出行从公开资料看到，小米申请了“小米出行”“小米智行”、“XIAOMI MOTORS”、“XIAOMI AUTO”、“MIMOTORS”、“MIAUTO”等商标。\n自今年5月起，雷军频频接触车企，几乎每个月都会有雷军参观车企的消息传出。雷军先是去了上汽通用五菱参观了五菱新能源汽车，又到访了长城研发中心。随后，据路透社报道，恒大集团正在与小米商讨出售其电动汽车部门65%的股份。此外，2021中国汽车重庆论坛上比亚迪董事长王传福谈及和小米的合作，引发了外界对小米和比亚迪合作造车的猜测。\n无论是与哪个车企合作、接洽，这些动作都在指向，作为造车界的后入局者，小米必须要四处取经，学习造车相关经验，才能推进造车业务的顺利进行。\n值得一提的是，近期雷军相继卸任小米多家关联公司的法定代表人、运行董事或董事长职务。外界认为，这是雷军All in造车的表现，对此，小米公关部总经理王化在微博上表示，这就是正常的变更。“雷总今年的精力主要放在了造车相关的事务上面，高管们已经可以分担相关的一些工作和职责。”\n更关键的是，此次造车消息还透露智米科技的造车业务目前与小米汽车保持独立。这也意味着，雷军或许将一部分造车的野心，寄托在智米科技身上。\n正如消息人士向36氪分析，双线布局，内部赛马机制或许可以平衡多方诉求，加快造车节奏。但也有声音认为，造车是个重资金投入的生意，如果两者同时进行，势必分散资金、技术、人才等资源。反观新势力车企造车，都是集中力量打造爆款车，成功之后再打造第二款车。\n2、“买买买”为小米造车铺路\n除了内部赛马，小米也开启了紧锣密鼓的外部投资。眼下，“买买买”也已经成为小米造车的关键词。\n据国金证券统计，截至今年9月30日，小米投资布局有关智能汽车领域企业共有62家，其中智能驾驶布局17家企业，智能电动布局13家企业，智能座舱布局6家企业，有22家企业是2021年新增投资。\n10月14日，在小米产投Demo Day上，小米投资的100多家产业链公司集体亮相，其中与汽车产业相关的企业有40家以上。\n\n小米产投 Demo Day ，图源雷军个人微博\n自动驾驶作为电动汽车的技术高地，同时也是车企们难啃的“硬骨头”，小米自然不会放弃。从今年二季度财报中可以看到，小米和自动驾驶公司DeepMotion（深动科技）所订立的股份购买协议引起了市场的关注。\n据财报显示，小米将用7737万美元（约合5亿元人民币）购买DeepMotion已发行股本的71.16%和28.84%。这不是小米第一次注资自动驾驶。早在今年6月份，小米便相继参与了纵目科技D++轮、禾赛科技D轮、几何伙伴Pre-A+轮等自动驾驶相关公司的投资。\n进一步来看，在自动驾驶核心的传感器领域，小米还投资了 4 家激光雷达公司，包括禾赛科技、Innovusion （图达通） 、北醒光子以及速腾聚创。\n“自动驾驶技术是智能电动车最重要的技术，现阶段小米汽车的首要任务，就是寻找超过500名专注L4自动驾驶技术的人才。”小米集团总裁王翔曾在小米第二季度财报电话会上表示，目前小米已收到超过2万份简历。\n除了自动驾驶外，动力电池、电控、车机控制、智能座舱也被新能源车企们看作是造车不可缺失的因素。无论是特斯拉，还是“蔚小理”等车企，均在上述领域自研或投资。\n据连线出行不完全统计，小米投资了五家电池公司。具体而言，小米率先投资了专注于动力电池研发公司——蜂巢能源。据连线出行了解，蜂巢能源曾发布无钴电池，目前处于动力电池领域第二梯队中。此外，中航锂电、珠海冠宇、赣锋锂电、卫蓝新能源的背后也有小米的身影。值得一提的是，卫蓝新能源还是蔚来的半固态电池供应商。\n随着投资的进行，小米的造车之路上多了不少合作伙伴。\n路已经在铺，小米造车的推进也在加速，上个月，小米发布Q3业绩公告显示，“智能电动车业务推进顺利，团队成员已超过 500 人 。”要知道，9月初小米曾对外表示，造车业务团队人数近300人。短短两个月，小米团队人数规模便增加了200人。\n\n小米智能电动车业务团队，图源小米Q3业绩公告\n不只是人才的招募，在人才的争夺上小米也没有停止脚步。据未来汽车Daily报道，今年6月小米已开始在全球范围内挖自动驾驶领域的大佬和专家，薪资基本以“百万美元年薪起步”。\n从小米不断出手投资的动向上似乎不难看出，作为造车风口上的后来者，小米正在广撒网，从决定入局开始就动作不断。毕竟，市场上留给小米造车的时间已经不多了。\n3、动用一切资源，小米全力以赴造车\n找人、找供应链，小米似乎又回到了11年前刚创业的阶段。如今，小米的触角已经伸到了涉及汽车领域的各行各业。\n“小米有能力造车了，并不意味造车这个事情就变简单了，只是让我们有机会和传统最优秀的车厂掰掰手腕。”小米集团总裁王翔在接受《中国企业家》采访时如是表示。\n事实上，造车相比于造手机是个非常复杂的工程。作为后来者，无论是内部赛马，还是外部投资，小米想要赶上造车的风口，确实需要多重准备。\n放眼整个电动汽车市场，不仅有传统车企及造车新势力，科技公司下场造车的例子更是前赴后继，苹果、百度、阿里、华为等都在跃跃欲试。\n如果说外部投资带给小米的是供应链优势，那自身的硬实力便是小米能否造出车的关键和核心。\n首先要知道，买买买可以为小米带来短暂的技术支持，但显然不是长久之计。以自动驾驶为例，谷歌、百度、特斯拉等均凭借自身实力在自动驾驶领域有了多年的技术积累。此外，小米投资的公司也并非只服务于小米一家，或许很难给小米带来稳定的支持。\n\n外部投资、招聘人才、技术研发都是小米造车的一个个缩影，在这个庞杂的工程中，想要造出车，小米还需要面对生产的压力。\n加之小米已经宣布在北京亦庄自建工厂，其生产模式也呼之欲出。但在外界看来，于小米而言，一方面造车经验有限，一方面造车时间表紧迫，且早期的蔚来、小鹏也都采用了代工生产模式，因此代工生产也被业界看做是小米最有效率的一种模式。但从造车成本、生产稳定程度来看，小米自建工厂都更有优势。\n而在渠道上，一个明显的趋势是，新能源汽车正在抛弃4S店，转向距离消费者更近的购物中心。而在这一点上，小米之家原本的布局便为小米造车提供了先天优势。\n\n小米之家门店，图源小米之家官方微博\n小米集团合伙人卢伟冰曾表示，小米之家未来就要承担小米汽车销售和服务的责任，并且做好小米生态链基于用户场景的联动体验，所以肯定要开大店，才能把汽车放下。\n还值得关注的是，雷军曾表示，“小米模式”“小米品牌和用户”和“全智能生态”被视为小米造车的三大优势。对此，罗兰贝格全球高级合伙人兼大中华区副总裁郑贇也对财经汽车表示，“汽车制造、研发并不是小米最擅长的。小米的优势是有成型的社群，以及在智能化、数字化方面相对有经验。”\n类比手机，小米模式的重点就在于高性价比的硬件产品，小米的用户则主要是年轻人，这两者均决定了小米汽车定价“不宜过高”。\n但显然，造车所耗费的资金和手机并不在一个量级上，如果强调性价比，可能让小米入不敷出。因此，雷军曾透露，“小米首款汽车不是轿车就是SUV，售价区间在10万-30万元，定位中高端。”\n这意味着，小米造车并没有过度强调性价比，想要留住价格敏感的用户，打造爆款便成了小米汽车率先要能做的事。\n雷军在今年十月份的投资者大会上表示，小米汽车将于2024年上半年量产。需要明白的是，电动汽车已经进了行业的下半场，关键问题也从“能不能造车”转向了“造什么车”。\n更重要的现实问题是，2024、2025年被行业普遍认为是电动汽车的时间窗口，刚刚下场造车的小米，剩下的时间已经不多了。而想要跻身于造车行业，小米必须拿出一款让市场认可的汽车，才有可能成为造车的主流玩家。\n造车这场重注是否能赢，小米现在还没有答案。眼下，距离2024年量产的时间点越来越近，小米必须全速前进。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607571481,"gmtCreate":1639572261926,"gmtModify":1639572262031,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570939692047814","authorIdStr":"3570939692047814"},"themes":[],"htmlText":"Wah!!!","listText":"Wah!!!","text":"Wah!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607571481","repostId":"1142265935","repostType":4,"repost":{"id":"1142265935","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639571641,"share":"https://www.laohu8.com/m/news/1142265935?lang=&edition=full","pubTime":"2021-12-15 20:34","market":"hk","language":"zh","title":"小米集团：今日以5423万港元回购301.16万股股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1142265935","media":"老虎资讯综合","summary":"12月15日，小米集团于港交所公告：回购301.16万股，回购价格为17.96港元-18.06港元之间，耗资约5423万港元。","content":"<p>12月15日，小米集团于港交所公告：回购301.16万股，回购价格为17.96港元-18.06港元之间，耗资约5423万港元。<img src=\"https://static.tigerbbs.com/e744f5f68b0d008f557f858ff2b0272b\" tg-width=\"1563\" tg-height=\"471\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/cb04dc4abf6733a2ebf0ce5268dad002\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小米集团：今日以5423万港元回购301.16万股股票</title>\n<style 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20:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月15日，小米集团于港交所公告：回购301.16万股，回购价格为17.96港元-18.06港元之间，耗资约5423万港元。<img src=\"https://static.tigerbbs.com/e744f5f68b0d008f557f858ff2b0272b\" tg-width=\"1563\" tg-height=\"471\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/cb04dc4abf6733a2ebf0ce5268dad002\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142265935","content_text":"12月15日，小米集团于港交所公告：回购301.16万股，回购价格为17.96港元-18.06港元之间，耗资约5423万港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607106609,"gmtCreate":1639494551307,"gmtModify":1639494551410,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570939692047814","authorIdStr":"3570939692047814"},"themes":[],"htmlText":"Like and comment?","listText":"Like and comment?","text":"Like and comment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607106609","repostId":"2191958323","repostType":4,"isVote":1,"tweetType":1,"viewCount":1276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604675101,"gmtCreate":1639395501380,"gmtModify":1639395501491,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570939692047814","authorIdStr":"3570939692047814"},"themes":[],"htmlText":"Like and comment?","listText":"Like and comment?","text":"Like and comment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604675101","repostId":"1131347014","repostType":4,"repost":{"id":"1131347014","kind":"news","pubTimestamp":1639395725,"share":"https://www.laohu8.com/m/news/1131347014?lang=&edition=full","pubTime":"2021-12-13 19:42","market":"us","language":"zh","title":"手机厂商苦高通久矣","url":"https://stock-news.laohu8.com/highlight/detail?id=1131347014","media":"锌财经","summary":"12月，手机界又掀起了一年一度的舆论战。\n北京时间12月1日，高通正式发布了新一代旗舰SoC骁龙8 Gen1。众多安卓厂家第一时间响应，纷纷宣布自家旗舰将搭载新一代的骁龙芯片。小米手机高管和联想手机高","content":"<p>12月，手机界又掀起了一年一度的舆论战。</p>\n<p>北京时间12月1日，高通正式发布了新一代旗舰SoC骁龙8 Gen1。众多安卓厂家第一时间响应，纷纷宣布自家旗舰将搭载新一代的骁龙芯片。小米手机高管和联想手机高管还因为谁才是“真·首发骁龙8”，公开在社交平台互怼。</p>\n<p>最终还是联想胜出，旗下子品牌摩托罗拉edge X30在12月9日，全球首发新一代骁龙8。</p>\n<p>曾几何时，“骁龙首发”已经成为一种约定成俗的光环，套上它就是真旗舰的象征。不但能在产品宣传海报上大吹特吹，还是品牌粉丝借此去攻讦其他品牌的利器。这种光宗耀祖的即视感，就算是苹果也赶不上高通的风光。</p>\n<p><img src=\"https://static.tigerbbs.com/94394b17821f4a1c91e25fdb304e43af\" tg-width=\"1080\" tg-height=\"704\" referrerpolicy=\"no-referrer\"></p>\n<p>市场无敌手，也让高通深陷专利垄断诉讼：2015年，高通因涉嫌垄断，被中国处罚款60.88亿元人民币；2018年，高通被欧盟处罚款9.97亿欧元；2019年，欧盟继续对高通处以2.7亿美元罚款；同年12月底，韩国反垄断部门对高通罚款9.5亿美元……</p>\n<p>尽管接连不断地受到中国、韩国、欧盟的反垄断调查，但在智能手机市场，交高通税，对大部分手机厂商来说，仍然是不可避免的选择。</p>\n<p><b>国产手机逃不开高通</b></p>\n<p>对于高通来说，上一代的旗舰SoC骁龙888表现不尽人意，因为设计缺陷，导致功耗过高，引起手机发烫、电池不耐用等等恶劣影响。一众安卓厂商为高通的设计缺陷买单，一整年的旗舰机型均销量表现不佳，被iPhone13抢走了销量第一。</p>\n<p>这次为了摆脱前任的阴影，高通改变了自2013年以来骁龙旗舰SoC的命名方式，将3位数的命名法更改为全新一代骁龙8移动平台（Snapdragon 8 Gen 1)，简称骁龙8。</p>\n<p>这次骁龙8处理器采用ARM v9架构，沿用上一代“1+3+4”三丛集方案，超大核从Cortex-X1升级到Cortex-X2，主频从2.84GHz上升到3GHz；3个Cortex-A710大核升级2.5GHz；4个Cortex-A510小核主频没变，但是二级缓存从4个变2个。据高通公司介绍：新骁龙8处理器会有20%的CPU性能提升，30%能效提升。</p>\n<p>骁龙8采用最先进的4nm工艺，由三星公司代工。值得一提的是，上一代骁龙888的5nm芯片也是由三星代工，差评如潮，市场反馈远逊色台积电代工。据DigiTimes报道称：这次三星依旧翻车，它的4nm工艺存在良品率的问题，这引发了高通的不满，很可能被终止合作。</p>\n<p>尽管用户对“三星制造”前景不看好，但骁龙8一经推出立马得到全安卓手机厂商的支持，目前已经有三星、小米、OPPO、Redmi、vivo、一加、realme、iQOO、中兴、努比亚、红魔、荣耀、黑鲨、摩托罗拉等等品牌旗舰宣布搭载。</p>\n<p><img src=\"https://static.tigerbbs.com/00598d1e2bf02c3dc0eb8f0c4b890cb3\" tg-width=\"700\" tg-height=\"395\" referrerpolicy=\"no-referrer\"></p>\n<p>高通“垄断”手机芯片市场，并不是一朝一夕做到的。</p>\n<p>在智能手机刚刚兴起的野蛮发展期，手机芯片市场群雄混战，各大品牌旗舰机搭载的处理器及相关核心元器件均不统一，市场并没有一个衡量旗舰标准的芯片厂家。</p>\n<p>例如在2003年就涉足SoC的德州仪器，它旗下的OMAP移动处理器曾经在很长的一段时间内独霸全球市场，塑造出无数经典机型。智能机时代的OMAP4430、OMAP4460芯片堪称一代经典，性能领先于同期高通MSM8260双核处理器。曾经华为P1、摩托罗拉RAZR、三星GALAXY多款手机均搭载这款旗舰Soc。</p>\n<p>风光一时的德州仪器，因为判断失误，坚持研发双核心异构处理器。在比拼核心的“跑分时代”逐渐不被市场接受，淹没在一片“八核处理器”之中，最终宣布放弃手机Soc市场。</p>\n<p>还有曾经和iPhone竞争的三星GALAXY双旗舰，早期均使用自家生产的Exynos芯片。此外，Exynos芯片还授权给魅族使用，魅族从首款安卓手机M9到2014年的MX3，一直是三星芯片的忠实拥趸。</p>\n<p>高通的老对手联发科，当时主推的MT6577双核处理器，在2000元市场有着极高的占有率，备受vivo、联想、中立、酷派等一众国产厂家的青睐，成为性价比神器。</p>\n<p>随着时代的发展，4G网络的通行，手机处理器越来越复杂。除高通以外的其他处理器厂家，逐渐倒在基带组件专利壁垒下，渐渐掉队，Soc市场彻底被高通占有。</p>\n<p><b>高通税难逃</b></p>\n<p>据高通发布的2021年前三季度财报显示：2021年前三季度总营收为335.66亿美元；其中，半导体芯片业务营收270.19亿美元，营收增长64%，利润高达77.63亿美元；专利授权许可营收63.2亿美元，营收增加了25.7%，利润高达46.27亿美元。</p>\n<p>高通的专利授权许可就是行业俗称的“高通税”，凭借从2G时代开始搭建的专利壁垒，收割着全球所有的手机厂家，就算是苹果也难逃“高通税”。</p>\n<p>很多人不了解高通的专利壁垒，误以为是使用骁龙处理器的费用。但“高通税”其实是3G和4G网络技术通信专利。高通虽然是智能机时代才被网友熟知，但它的身影早在2G时代就开始活跃。</p>\n<p><img src=\"https://static.tigerbbs.com/dd350e1d24b23cc540fdeb4f9c03e77a\" tg-width=\"640\" tg-height=\"399\" referrerpolicy=\"no-referrer\"></p>\n<p>1993年，在2G时代的高通凭借CDMA技术，开始布局全球，形成规范化的商业移动通信网络。1999年，国际电信联盟正式将高通的CDMA技术被选做3G技术的标准，从而在CDMA的基础上，搭建出WCDMA网络制式。</p>\n<p>高达90%的CDMA核心专利，让任何一部搭载WCDMA制式通信的手机都必须支付给高通不菲的专利费。这也是高通最早建立起的专利收费模式，并沿用至今。</p>\n<p>到了4G时代，高通斥资收购Flyrion公司，获得了16%的4G LTE核心通信专利。4G的专利非常分散，除高通以外华为、三星、爱立信等都持有相当数量的 4G 核心专利。但因为4G LTE普遍兼容3G和2G网络，高通开始“耍流氓”，提出4G专利必须要和3G、2G打包使用，甚至包括部分已经无用、过期的专利，强制收取3-5%的专利授权费。</p>\n<p>而这个比例是根据整机价格来收取，也就是说，你的手机售价越高，付给高通的钱也就越多。</p>\n<p>“高通税”让全球手机业不堪重负，很多公司尝试反抗高通的“专利暴政”，但却面临着高通的法律诉讼和骁龙芯片断供。</p>\n<p><img src=\"https://static.tigerbbs.com/4ed018c37873e6201e74d9337702a36f\" tg-width=\"1080\" tg-height=\"659\" referrerpolicy=\"no-referrer\"></p>\n<p>2017年，苹果公司正式起诉高通，要求高通返还10亿美元的专利许可费。两家官司长达数年，虽然iPhone采用苹果自研A系列芯片，但影响网络通讯功能的基带组件，遭到了高通的禁供。</p>\n<p>苹果被迫使用英特尔公司4G基带，导致iPhone X系列、iPhone 11系列出现了网络信号差、通讯信号差等负面问题，直接影响到苹果公司的品牌形象。迫于市场压力，苹果公司最终和高通和解，iPhone 12系列才能用上高通的新5G基带。</p>\n<p>不止于苹果，国内手机厂家魅族也在2016年被高通告上法庭，起诉原因是“侵犯了4G/3G通信专利”，并索赔5.2亿元人民币。刚刚凭借子品牌魅蓝完成2000万出货记录的魅族惨遭打击，直接被高通禁售骁龙芯片。失去了骁龙加持，导致市场逐步被蚕食。原本能和小米抗衡的魅族，最终沦落成三线小厂。</p>\n<p>恶名之下，厂商们纵有千般不愿，仍不得不对高通的专利壁垒屈服。</p>\n<p><b>5G时代下的高通</b></p>\n<p>天怒人怨的高通，来到了物极必反的极点。</p>\n<p>打破高通垄断，正在成为全球产业界的共识。被逼无奈之下，高通只能将把整机5%的“高通税”降低，设定上限设置为13美元。不光是专利费少了足足一半，更让高通雪上加霜的是，5G时代来临了。</p>\n<p>据奇偶派报道：在5G领域，高通的专利为1293个，仅排第七，远远逊色于掌握5G多项核心技术的华为。高通很难在5G时代重现4G的专利壁垒。</p>\n<p><img src=\"https://static.tigerbbs.com/fc8e8ed9278bbfac944768b85122206d\" tg-width=\"1080\" tg-height=\"734\" referrerpolicy=\"no-referrer\"></p>\n<p>（来源：奇偶派）</p>\n<p>而占据高通80%总营业额的骁龙芯片，也因为上一代旗舰SoC骁龙888的设计缺陷，惨遭苹果碾压。越来越多的用户出现对骁龙的不信任，开始转投华为麒麟、三星Exynos、联发科天玑。</p>\n<p>就在骁龙8发布前几天，老对手联发科也发布了新一代旗舰SoC“天玑9000”，企图效仿AMD反攻Intel的模板，夺回曾经的市场。</p>\n<p>而这枚“天玑9000”采用和骁龙8同规格的Arm v9架构，全球首颗采用台积电4nm制程的芯片，还拥有X2 CPU、G710 GPU、7500Mbps LPDDR5内存、5G R16、蓝牙5.3等10多项黑科技加持。据安兔兔官方跑分显示，天玑9000跑分成绩达到了惊人的1007396分，成为首个跑分破百万天花板的手机芯片，引来了全网热议。</p>\n<p>多家手机厂家宣布将使用天玑9000处理器，其中包括小米、OPPO、vivo、一加、红米、realme、三星……</p>\n<p>据报道，在2022年的手机市场，旗舰机将采用“双芯片”的线路，同时会有骁龙8和天玑9000两个版本供消费者选择。这样一来，高通的高端市场将被撼动，不再是骁龙芯片一家独大。</p>\n<p><img src=\"https://static.tigerbbs.com/dd126531d7556c4de1e07d9e0ce467cf\" tg-width=\"1080\" tg-height=\"540\" referrerpolicy=\"no-referrer\"></p>\n<p>垄断，是破坏行业竞争力的最大敌人。高通虽然在4G时代取得辉煌成绩，但时代已经变了。不管是5G通信专利，还是手机SoC芯片，高通都将面临着众多中国企业的竞争。去年扑街的骁龙888依然是前车之鉴，用户对高通的信任也在下跌。</p>\n<p>我们有理由相信，不管是联发科还是华为麒麟，未来的SoC市场将不再会是高通一家独霸。</p>","source":"lsy1568892980557","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>手机厂商苦高通久矣</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手机厂商苦高通久矣\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-13 19:42 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/6DcsrDLHtiiWKmakEtHhPw><strong>锌财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月，手机界又掀起了一年一度的舆论战。\n北京时间12月1日，高通正式发布了新一代旗舰SoC骁龙8 Gen1。众多安卓厂家第一时间响应，纷纷宣布自家旗舰将搭载新一代的骁龙芯片。小米手机高管和联想手机高管还因为谁才是“真·首发骁龙8”，公开在社交平台互怼。\n最终还是联想胜出，旗下子品牌摩托罗拉edge X30在12月9日，全球首发新一代骁龙8。\n曾几何时，“骁龙首发”已经成为一种约定成俗的光环，套上...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/6DcsrDLHtiiWKmakEtHhPw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dd126531d7556c4de1e07d9e0ce467cf","relate_stocks":{"QCOM":"高通"},"source_url":"https://mp.weixin.qq.com/s/6DcsrDLHtiiWKmakEtHhPw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131347014","content_text":"12月，手机界又掀起了一年一度的舆论战。\n北京时间12月1日，高通正式发布了新一代旗舰SoC骁龙8 Gen1。众多安卓厂家第一时间响应，纷纷宣布自家旗舰将搭载新一代的骁龙芯片。小米手机高管和联想手机高管还因为谁才是“真·首发骁龙8”，公开在社交平台互怼。\n最终还是联想胜出，旗下子品牌摩托罗拉edge X30在12月9日，全球首发新一代骁龙8。\n曾几何时，“骁龙首发”已经成为一种约定成俗的光环，套上它就是真旗舰的象征。不但能在产品宣传海报上大吹特吹，还是品牌粉丝借此去攻讦其他品牌的利器。这种光宗耀祖的即视感，就算是苹果也赶不上高通的风光。\n\n市场无敌手，也让高通深陷专利垄断诉讼：2015年，高通因涉嫌垄断，被中国处罚款60.88亿元人民币；2018年，高通被欧盟处罚款9.97亿欧元；2019年，欧盟继续对高通处以2.7亿美元罚款；同年12月底，韩国反垄断部门对高通罚款9.5亿美元……\n尽管接连不断地受到中国、韩国、欧盟的反垄断调查，但在智能手机市场，交高通税，对大部分手机厂商来说，仍然是不可避免的选择。\n国产手机逃不开高通\n对于高通来说，上一代的旗舰SoC骁龙888表现不尽人意，因为设计缺陷，导致功耗过高，引起手机发烫、电池不耐用等等恶劣影响。一众安卓厂商为高通的设计缺陷买单，一整年的旗舰机型均销量表现不佳，被iPhone13抢走了销量第一。\n这次为了摆脱前任的阴影，高通改变了自2013年以来骁龙旗舰SoC的命名方式，将3位数的命名法更改为全新一代骁龙8移动平台（Snapdragon 8 Gen 1)，简称骁龙8。\n这次骁龙8处理器采用ARM v9架构，沿用上一代“1+3+4”三丛集方案，超大核从Cortex-X1升级到Cortex-X2，主频从2.84GHz上升到3GHz；3个Cortex-A710大核升级2.5GHz；4个Cortex-A510小核主频没变，但是二级缓存从4个变2个。据高通公司介绍：新骁龙8处理器会有20%的CPU性能提升，30%能效提升。\n骁龙8采用最先进的4nm工艺，由三星公司代工。值得一提的是，上一代骁龙888的5nm芯片也是由三星代工，差评如潮，市场反馈远逊色台积电代工。据DigiTimes报道称：这次三星依旧翻车，它的4nm工艺存在良品率的问题，这引发了高通的不满，很可能被终止合作。\n尽管用户对“三星制造”前景不看好，但骁龙8一经推出立马得到全安卓手机厂商的支持，目前已经有三星、小米、OPPO、Redmi、vivo、一加、realme、iQOO、中兴、努比亚、红魔、荣耀、黑鲨、摩托罗拉等等品牌旗舰宣布搭载。\n\n高通“垄断”手机芯片市场，并不是一朝一夕做到的。\n在智能手机刚刚兴起的野蛮发展期，手机芯片市场群雄混战，各大品牌旗舰机搭载的处理器及相关核心元器件均不统一，市场并没有一个衡量旗舰标准的芯片厂家。\n例如在2003年就涉足SoC的德州仪器，它旗下的OMAP移动处理器曾经在很长的一段时间内独霸全球市场，塑造出无数经典机型。智能机时代的OMAP4430、OMAP4460芯片堪称一代经典，性能领先于同期高通MSM8260双核处理器。曾经华为P1、摩托罗拉RAZR、三星GALAXY多款手机均搭载这款旗舰Soc。\n风光一时的德州仪器，因为判断失误，坚持研发双核心异构处理器。在比拼核心的“跑分时代”逐渐不被市场接受，淹没在一片“八核处理器”之中，最终宣布放弃手机Soc市场。\n还有曾经和iPhone竞争的三星GALAXY双旗舰，早期均使用自家生产的Exynos芯片。此外，Exynos芯片还授权给魅族使用，魅族从首款安卓手机M9到2014年的MX3，一直是三星芯片的忠实拥趸。\n高通的老对手联发科，当时主推的MT6577双核处理器，在2000元市场有着极高的占有率，备受vivo、联想、中立、酷派等一众国产厂家的青睐，成为性价比神器。\n随着时代的发展，4G网络的通行，手机处理器越来越复杂。除高通以外的其他处理器厂家，逐渐倒在基带组件专利壁垒下，渐渐掉队，Soc市场彻底被高通占有。\n高通税难逃\n据高通发布的2021年前三季度财报显示：2021年前三季度总营收为335.66亿美元；其中，半导体芯片业务营收270.19亿美元，营收增长64%，利润高达77.63亿美元；专利授权许可营收63.2亿美元，营收增加了25.7%，利润高达46.27亿美元。\n高通的专利授权许可就是行业俗称的“高通税”，凭借从2G时代开始搭建的专利壁垒，收割着全球所有的手机厂家，就算是苹果也难逃“高通税”。\n很多人不了解高通的专利壁垒，误以为是使用骁龙处理器的费用。但“高通税”其实是3G和4G网络技术通信专利。高通虽然是智能机时代才被网友熟知，但它的身影早在2G时代就开始活跃。\n\n1993年，在2G时代的高通凭借CDMA技术，开始布局全球，形成规范化的商业移动通信网络。1999年，国际电信联盟正式将高通的CDMA技术被选做3G技术的标准，从而在CDMA的基础上，搭建出WCDMA网络制式。\n高达90%的CDMA核心专利，让任何一部搭载WCDMA制式通信的手机都必须支付给高通不菲的专利费。这也是高通最早建立起的专利收费模式，并沿用至今。\n到了4G时代，高通斥资收购Flyrion公司，获得了16%的4G LTE核心通信专利。4G的专利非常分散，除高通以外华为、三星、爱立信等都持有相当数量的 4G 核心专利。但因为4G LTE普遍兼容3G和2G网络，高通开始“耍流氓”，提出4G专利必须要和3G、2G打包使用，甚至包括部分已经无用、过期的专利，强制收取3-5%的专利授权费。\n而这个比例是根据整机价格来收取，也就是说，你的手机售价越高，付给高通的钱也就越多。\n“高通税”让全球手机业不堪重负，很多公司尝试反抗高通的“专利暴政”，但却面临着高通的法律诉讼和骁龙芯片断供。\n\n2017年，苹果公司正式起诉高通，要求高通返还10亿美元的专利许可费。两家官司长达数年，虽然iPhone采用苹果自研A系列芯片，但影响网络通讯功能的基带组件，遭到了高通的禁供。\n苹果被迫使用英特尔公司4G基带，导致iPhone X系列、iPhone 11系列出现了网络信号差、通讯信号差等负面问题，直接影响到苹果公司的品牌形象。迫于市场压力，苹果公司最终和高通和解，iPhone 12系列才能用上高通的新5G基带。\n不止于苹果，国内手机厂家魅族也在2016年被高通告上法庭，起诉原因是“侵犯了4G/3G通信专利”，并索赔5.2亿元人民币。刚刚凭借子品牌魅蓝完成2000万出货记录的魅族惨遭打击，直接被高通禁售骁龙芯片。失去了骁龙加持，导致市场逐步被蚕食。原本能和小米抗衡的魅族，最终沦落成三线小厂。\n恶名之下，厂商们纵有千般不愿，仍不得不对高通的专利壁垒屈服。\n5G时代下的高通\n天怒人怨的高通，来到了物极必反的极点。\n打破高通垄断，正在成为全球产业界的共识。被逼无奈之下，高通只能将把整机5%的“高通税”降低，设定上限设置为13美元。不光是专利费少了足足一半，更让高通雪上加霜的是，5G时代来临了。\n据奇偶派报道：在5G领域，高通的专利为1293个，仅排第七，远远逊色于掌握5G多项核心技术的华为。高通很难在5G时代重现4G的专利壁垒。\n\n（来源：奇偶派）\n而占据高通80%总营业额的骁龙芯片，也因为上一代旗舰SoC骁龙888的设计缺陷，惨遭苹果碾压。越来越多的用户出现对骁龙的不信任，开始转投华为麒麟、三星Exynos、联发科天玑。\n就在骁龙8发布前几天，老对手联发科也发布了新一代旗舰SoC“天玑9000”，企图效仿AMD反攻Intel的模板，夺回曾经的市场。\n而这枚“天玑9000”采用和骁龙8同规格的Arm v9架构，全球首颗采用台积电4nm制程的芯片，还拥有X2 CPU、G710 GPU、7500Mbps LPDDR5内存、5G R16、蓝牙5.3等10多项黑科技加持。据安兔兔官方跑分显示，天玑9000跑分成绩达到了惊人的1007396分，成为首个跑分破百万天花板的手机芯片，引来了全网热议。\n多家手机厂家宣布将使用天玑9000处理器，其中包括小米、OPPO、vivo、一加、红米、realme、三星……\n据报道，在2022年的手机市场，旗舰机将采用“双芯片”的线路，同时会有骁龙8和天玑9000两个版本供消费者选择。这样一来，高通的高端市场将被撼动，不再是骁龙芯片一家独大。\n\n垄断，是破坏行业竞争力的最大敌人。高通虽然在4G时代取得辉煌成绩，但时代已经变了。不管是5G通信专利，还是手机SoC芯片，高通都将面临着众多中国企业的竞争。去年扑街的骁龙888依然是前车之鉴，用户对高通的信任也在下跌。\n我们有理由相信，不管是联发科还是华为麒麟，未来的SoC市场将不再会是高通一家独霸。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604981457,"gmtCreate":1639308849382,"gmtModify":1639308849534,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570939692047814","authorIdStr":"3570939692047814"},"themes":[],"htmlText":"Like and comment?","listText":"Like and comment?","text":"Like and comment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604981457","repostId":"2190674263","repostType":4,"repost":{"id":"2190674263","kind":"news","pubTimestamp":1639291545,"share":"https://www.laohu8.com/m/news/2190674263?lang=&edition=full","pubTime":"2021-12-12 14:45","market":"us","language":"zh","title":"Lucid等六只股将加入纳指100，有望跑赢大盘","url":"https://stock-news.laohu8.com/highlight/detail?id=2190674263","media":"智通财经","summary":"12月18日，纳斯达克100指数将焕然一新，作为年度调整的一部分，Airbnb、Lucid Group、飞塔信息、Palo Alto Networks、Zscaler和Datadog将被纳入纳斯达克1","content":"<p>12月18日，纳斯达克100指数将焕然一新，作为年度调整的一部分，Airbnb、Lucid Group、<a href=\"https://laohu8.com/S/FTNT\">飞塔信息</a>、<a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>、Zscaler和<a href=\"https://laohu8.com/S/DDOG\">Datadog</a>将被纳入纳斯达克100指数。</p>\n<p>这六家公司将取代CDW Crop、福克斯公司、塞纳、Check Point软件、<a href=\"https://laohu8.com/S/TCOM\">携程网</a>和因塞特。</p>\n<p>总体而言，被纳入纳斯达克100指数可以改善企业的流动性，并通过指数基金提供更广泛的投资者兴趣基础。据分析，从宣布前到纳入指数后的5天里，股票平均跑赢大盘1%。从历史上看，在接下来的一年里，它们的表现也优于标普500指数。</p>\n<p>从估值上看，即将加入纳斯达克100指数的6只新成分股价格不菲，只有Palo三年内的市盈率低于50。</p>\n<p><img src=\"https://static.tigerbbs.com/82f146561ec1f93915ab9e5fe0142fe5\" tg-width=\"1280\" tg-height=\"522\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>从资产负债表来看，Lucid债务和股东权益的比例最低。</p>\n<p><img src=\"https://static.tigerbbs.com/eff9462a980435733166700c43b18dee\" tg-width=\"1280\" tg-height=\"474\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></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>Lucid等六只股将加入纳指100，有望跑赢大盘</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 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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\">\nLucid等六只股将加入纳指100，有望跑赢大盘\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-12 14:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/620279.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月18日，纳斯达克100指数将焕然一新，作为年度调整的一部分，Airbnb、Lucid Group、飞塔信息、Palo Alto Networks、Zscaler和Datadog将被纳入纳斯达克100指数。\n这六家公司将取代CDW Crop、福克斯公司、塞纳、Check Point软件、携程网和因塞特。\n总体而言，被纳入纳斯达克100指数可以改善企业的流动性，并通过指数基金提供更广泛的投资者...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/620279.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/de0bbe341ac5d74e1a8d74c9ca5de715","relate_stocks":{"BK4561":"索罗斯持仓","BK4534":"瑞士信贷持仓","QQQ":"纳指100ETF","03086":"华夏纳指","PSQ":"纳指反向ETF","SQQQ":"纳指三倍做空ETF","TQQQ":"纳指三倍做多ETF",".IXIC":"NASDAQ Composite","BK4550":"红杉资本持仓","QLD":"纳指两倍做多ETF","QID":"纳指两倍做空ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/620279.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190674263","content_text":"12月18日，纳斯达克100指数将焕然一新，作为年度调整的一部分，Airbnb、Lucid Group、飞塔信息、Palo Alto Networks、Zscaler和Datadog将被纳入纳斯达克100指数。\n这六家公司将取代CDW Crop、福克斯公司、塞纳、Check Point软件、携程网和因塞特。\n总体而言，被纳入纳斯达克100指数可以改善企业的流动性，并通过指数基金提供更广泛的投资者兴趣基础。据分析，从宣布前到纳入指数后的5天里，股票平均跑赢大盘1%。从历史上看，在接下来的一年里，它们的表现也优于标普500指数。\n从估值上看，即将加入纳斯达克100指数的6只新成分股价格不菲，只有Palo三年内的市盈率低于50。\n\n从资产负债表来看，Lucid债务和股东权益的比例最低。","news_type":1},"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605498567,"gmtCreate":1639206469322,"gmtModify":1639206469430,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570939692047814","authorIdStr":"3570939692047814"},"themes":[],"htmlText":"Like and comment?","listText":"Like and comment?","text":"Like and comment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605498567","repostId":"2190262437","repostType":4,"isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605342630,"gmtCreate":1639121760940,"gmtModify":1639122060749,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570939692047814","authorIdStr":"3570939692047814"},"themes":[],"htmlText":"Like and comment?","listText":"Like and comment?","text":"Like and comment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605342630","repostId":"1122222895","repostType":4,"repost":{"id":"1122222895","kind":"news","pubTimestamp":1639121487,"share":"https://www.laohu8.com/m/news/1122222895?lang=&edition=full","pubTime":"2021-12-10 15:31","market":"hk","language":"zh","title":"大宗商品超级周期即将开启，但可能与股票无关","url":"https://stock-news.laohu8.com/highlight/detail?id=1122222895","media":"智通财经网","summary":"此轮大宗商品价格上涨并未全面惠及其他资产类别，特别是股票和债券。","content":"<p>随着世界经济从新冠疫情中复苏，大宗商品价格正在快速攀升。尽管这轮涨势的速度堪称史无前例，但真正的区别在于，此轮大宗商品价格上涨并未全面惠及其他资产类别，特别是股票和债券。</p>\n<p>下图显示了自2000年以来彭博商品指数的对数标度，衡量移动速度的回归线显示了新冠疫情后的复苏与本世纪的其他两次复苏有何不同。</p>\n<p><img src=\"https://static.tigerbbs.com/7d1217dbe3c0c5959d5142bea4e2caec\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>石油、金属甚至食品的价格在经济衰退后上涨是正常表现，这是经济扩张的信号。但与之相呼应的通常是小盘股和周期性股票、美国国债收益率和新兴市场资产的持续增长，但这次却有着明显不同。</p>\n<p>智通财经APP了解到，彭博商品指数(BCI)正飙升至2015年和2002年的水平，2015年是全球协调性增长的前一年，2002年是2001年经济衰退后价格走势强劲反弹的一年。</p>\n<p>据金融机构统计，股票市场分化严重，投资者正在撤出对经济更为敏感的资产，因此周期性股票和新兴市场表现显得非常平淡甚至令人失望，美国国债收益率依然停滞不前。</p>\n<p>在2015年和2002年，世界经济开启增长模式，刺激了全球对大宗商品的高需求。但与前两次复苏不同的是，新冠疫情后全球通胀局势和供应链中断超出人们预期，美联储对新冠疫情之后经济复苏进程的支持确实提供了非常大的帮助，然而，新冠疫情的反复性和高需求导致通胀愈演愈烈，并且供应速度完全无法跟上需求，美联储当前已放弃“暂时性”通胀说法，转而开始制定政策应对高通胀。</p>\n<p>高盛预测大宗商品超级周期即将上演，这或许并不令市场感到意外，甚至有其他华尔街策略分析师预计油价最高可达每桶150美元。再加上美国的大规模基础设施建设计划，以及全球需求在复苏中增长，大宗商品价格上涨的确定性非常强。</p>\n<p>然而就像前面说的，通胀目前是美联储的最大担忧，美联储主席鲍威尔在他的国会证词中表示，预计在明年下半年之前通胀不会缓解，居高不下的通胀已经迫使美联储准备采取进一步行动，确保最近飙升的通胀不会根深蒂固。摩根士丹利目前预计，美联储将在2022年9月加息，比此前的预测提前两个季度。</p>\n<p>更容易受到大宗商品上涨影响的新兴市场，已经在通过货币政策解决这一困扰。就在昨天，巴西央行第二次加息150个基点，部分新兴国家同样已进行多次加息以应对愈演愈烈的通胀。</p>\n<p>这些举措或许并不是令投资者感到乐观的迹象，未来经济复苏可能面临不确定性。因此，投资者面临的问题是，大宗商品价格加速上涨是否仍带来各类资产增值的机会，又或者是带来各项挑战。</p>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>大宗商品超级周期即将开启，但可能与股票无关</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大宗商品超级周期即将开启，但可能与股票无关\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-10 15:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/619447.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着世界经济从新冠疫情中复苏，大宗商品价格正在快速攀升。尽管这轮涨势的速度堪称史无前例，但真正的区别在于，此轮大宗商品价格上涨并未全面惠及其他资产类别，特别是股票和债券。\n下图显示了自2000年以来彭博商品指数的对数标度，衡量移动速度的回归线显示了新冠疫情后的复苏与本世纪的其他两次复苏有何不同。\n\n石油、金属甚至食品的价格在经济衰退后上涨是正常表现，这是经济扩张的信号。但与之相呼应的通常是小盘股和...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/619447.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/59173f284ebbaeca7a7533691a2e3051","relate_stocks":{"510170":"大宗商品ETF","OLOXF":"DB大宗石油做多ETN-Deutsche Bank"},"source_url":"https://www.zhitongcaijing.com/content/detail/619447.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1122222895","content_text":"随着世界经济从新冠疫情中复苏，大宗商品价格正在快速攀升。尽管这轮涨势的速度堪称史无前例，但真正的区别在于，此轮大宗商品价格上涨并未全面惠及其他资产类别，特别是股票和债券。\n下图显示了自2000年以来彭博商品指数的对数标度，衡量移动速度的回归线显示了新冠疫情后的复苏与本世纪的其他两次复苏有何不同。\n\n石油、金属甚至食品的价格在经济衰退后上涨是正常表现，这是经济扩张的信号。但与之相呼应的通常是小盘股和周期性股票、美国国债收益率和新兴市场资产的持续增长，但这次却有着明显不同。\n智通财经APP了解到，彭博商品指数(BCI)正飙升至2015年和2002年的水平，2015年是全球协调性增长的前一年，2002年是2001年经济衰退后价格走势强劲反弹的一年。\n据金融机构统计，股票市场分化严重，投资者正在撤出对经济更为敏感的资产，因此周期性股票和新兴市场表现显得非常平淡甚至令人失望，美国国债收益率依然停滞不前。\n在2015年和2002年，世界经济开启增长模式，刺激了全球对大宗商品的高需求。但与前两次复苏不同的是，新冠疫情后全球通胀局势和供应链中断超出人们预期，美联储对新冠疫情之后经济复苏进程的支持确实提供了非常大的帮助，然而，新冠疫情的反复性和高需求导致通胀愈演愈烈，并且供应速度完全无法跟上需求，美联储当前已放弃“暂时性”通胀说法，转而开始制定政策应对高通胀。\n高盛预测大宗商品超级周期即将上演，这或许并不令市场感到意外，甚至有其他华尔街策略分析师预计油价最高可达每桶150美元。再加上美国的大规模基础设施建设计划，以及全球需求在复苏中增长，大宗商品价格上涨的确定性非常强。\n然而就像前面说的，通胀目前是美联储的最大担忧，美联储主席鲍威尔在他的国会证词中表示，预计在明年下半年之前通胀不会缓解，居高不下的通胀已经迫使美联储准备采取进一步行动，确保最近飙升的通胀不会根深蒂固。摩根士丹利目前预计，美联储将在2022年9月加息，比此前的预测提前两个季度。\n更容易受到大宗商品上涨影响的新兴市场，已经在通过货币政策解决这一困扰。就在昨天，巴西央行第二次加息150个基点，部分新兴国家同样已进行多次加息以应对愈演愈烈的通胀。\n这些举措或许并不是令投资者感到乐观的迹象，未来经济复苏可能面临不确定性。因此，投资者面临的问题是，大宗商品价格加速上涨是否仍带来各类资产增值的机会，又或者是带来各项挑战。","news_type":1},"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602626040,"gmtCreate":1639017060708,"gmtModify":1639017060838,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570939692047814","authorIdStr":"3570939692047814"},"themes":[],"htmlText":"Like and comment?","listText":"Like and comment?","text":"Like and comment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602626040","repostId":"2190369143","repostType":4,"repost":{"id":"2190369143","kind":"highlight","pubTimestamp":1639017069,"share":"https://www.laohu8.com/m/news/2190369143?lang=&edition=full","pubTime":"2021-12-09 10:31","market":"sh","language":"zh","title":"京东能拯救尚品宅配吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2190369143","media":"斑马消费","summary":"近日，尚品宅配向京东定增募资5.34亿元的计划，历时数月、几经来回，最终泡汤，市场一片哗然。\n作为全屋定制模式的开创者、规模进入行业前三的小巨头，公司的全屋定制业务遭遇重大打击，此前数年增收不增利，去","content":"<p>近日，<a href=\"https://laohu8.com/S/300616\">尚品宅配</a>向<a href=\"https://laohu8.com/S/JD\">京东</a>定增募资5.34亿元的计划，历时数月、几经来回，最终泡汤，市场一片哗然。</p>\n<p>作为全屋定制模式的开创者、规模进入行业前三的小巨头，公司的全屋定制业务遭遇重大打击，此前数年增收不增利，<b>去年在行业普遍增长的前提下，业绩暴降九成。</b></p>\n<p>去年，公司宣布转型整装业务。今年6月，京东入股，并与公司达成战略合作，曙光乍现。</p>\n<p>没想到，2021年Q3，竞争对手们仍然高奏凯歌，公司继续业绩暴跌，引发股价下跌等一系列连锁反应。</p>\n<p>京东能拯救尚品宅配吗？其实，核心还是在于尚品宅配能否提升自己的业务。毕竟，<b>自助者天助，自救者天救。</b></p>\n<h2><b>业绩危机</b></h2>\n<p>2020年是家居品牌们艰难但丰收的一年。疫情冲击之下，搞装修、买家居的需求会延后，但不会取消。</p>\n<p>定制家居赛道中，<a href=\"https://laohu8.com/S/603833\">欧派家居</a>、<a href=\"https://laohu8.com/S/002572\">索菲亚</a>等行业巨头们，去年仍然保持了稳定的业绩增长，归母净利润增速均在10%以上。</p>\n<p>行业排名第三的尚品宅配，却遭遇了滑铁卢。去年，公司百亿计划落空，营业收入65.13亿元，同比下降10.29%，归母净利润1.01亿元，同比下降80.81%，扣非净利润更是下滑91.02%至3998.00万元。</p>\n<p>在此之前，<b>尚品宅配长期以“高毛利率、低净利率”的盈利特征而成为行业异类。</b>主品牌的代言人从周迅换成了赵丽颖，副品牌维意定制一直由李冰冰代言，每年光代言费都花出去不少。</p>\n<p>近年来，公司高毛利神话不再，导致持续性的增收不增利。去年，公司综合毛利率33.14%，虽然同比下降8.62个百分点，但仍然与同行业公司相当。</p>\n<p>2019年这样的正常年份，行业两强欧派家居、索菲亚净利率分别为13.59%、14.02%，而尚品宅配仅为7.28%。2020年，同行业公司净利率整体稳中有升，尚品宅配进一步暴降至1.55%。这正是：裸泳者，终将现身。</p>\n<p>今年上半年，公司业绩较上年同期有所回升，营业收入、归母净利润分别同比增长了40%和135%。没想到，三季度，再度跌至谷底。</p>\n<p>2021年Q3，尚品宅配营业收入19.87亿元，同比下降6.09%，归母净利润4440.26万元，同比下降75.39%。同期，欧派家居和索菲亚仍然保持了两位数以上的增长。</p>\n<p>房地产行情低迷延续到四季度，今年公司的毛利率继续呈下滑趋势，各项费用并未出现明显的降幅，<b>预计公司全年业绩仍然不容乐观</b>，盈利能力或将继续在全屋定制行业垫底。</p>\n<h2><b>再度转型</b></h2>\n<p>华南理工大学的讲师李连柱、周淑毅，拉上校友彭劲雄，1999年创立了圆方软件，做CAD软件开发。他们以此为基础，开发了一套室内设计系统。后来，阴差阳错进入家居行业，2004年创立尚品宅配。</p>\n<p>当时，欧派家居仍然是以橱柜为主打，索菲亚的主营业务为衣柜；有软件系统开发基因的尚品宅配，率先提出全屋定制概念，一炮打响。</p>\n<p>之后，除了传统的全屋定制企业，欧派、索菲亚、尚品宅配，以及志邦、<a href=\"https://laohu8.com/S/002853\">皮阿诺</a>、我乐、<a href=\"https://laohu8.com/S/300749\">顶固集创</a>、<a href=\"https://laohu8.com/S/603898\">好莱客</a>等，还有大量的泛家居类企业也争相进入这个赛道，如顾家、<a href=\"https://laohu8.com/S/002043\">兔宝宝</a>、大自然等。</p>\n<p>原因也很简单，<b>全屋定制客单价高，盈利空间大，且场景的话语权更强</b>——定制家居可以带动其他家居产品的销售，比如说欧派与慕斯的战略合作。</p>\n<p>在这个相对传统的行业中，一直擅长创新的尚品宅配，在品牌运营上也常常别出心裁。</p>\n<p>比如说，公司旗下的新居网MCN机构，自主孵化和签约了300多个IP家居类达人，全网粉丝超1.8亿，其中短视频粉丝约1.3亿，微信粉丝约2100万。其中，包括“设计师阿爽”、“设计帮帮忙”、“Wuli设计姐”等，如果你曾在<a href=\"https://laohu8.com/S/DYIN\">抖音</a>快手上关注家居信息，这几个ID一定不陌生。</p>\n<p>公司曾在2020年报中表示，引流之后，公司来源于线上的量尺数同比增长43%，线上的量尺成本同比下降36%；今年，开启直播带货尝试，6月份销售额约2000万元。</p>\n<p>上百家直营及加盟门店，超级家居达人加持，仍然挡不住公司的业绩掉队，究其原因，<b>问题应该还是出在了产品上。</b></p>\n<p>2020年，尚品宅配全面转型整装业务，以自身的数字化能力、供应链整合能力，为消费者提供全屋整装、全屋定制、全屋配套等一体化服务。</p>\n<p>现在的问题是，公司在全屋定制领域几近败北，转向竞争更加激烈、业务更加复杂的整装业务，能否突出重围？</p>\n<h2><b>牵手京东</b></h2>\n<p>除了业务创新，在资本运作上，尚品宅配又一次走在了行业前列。</p>\n<p>今年6月底，尚品宅配对外宣布，第二大股东达晨创投向京东转让公司5%的股份，京东成为仅次于创始人和达晨的第三大股东。同时，公司计划向京东定增募资5.34亿元。这是互联网巨头对家居品牌为数不多的一次投资。</p>\n<p>资本联盟形成后，京东与尚品宅配达成战略合作，内容包括资本领域、SAAS技术研发、品牌、线上流量、线下门店、供应链等领域。</p>\n<p>公司本意是借助京东的资源提振自身业务，但是，从 目前的关联交易内容来看，这一期待实现起来有难度。 公司到目前与京东的关联交易仅为1248万元，涉及家居用品、办公用品的购买或销售，推广服务的购买或销售，软件或软件服务的销售等。</p>\n<p>最近，公司撤回了向特定对象发行股票的申请，向京东定增募资的计划取消，具体原因不详，市场分析认为，<b>定增价格远高于公司现阶段股价，</b>或是主要原因。</p>\n<p>2017年上市后，尚品宅配股价在2018年年中达到顶峰，最高市值超过260亿元；后来，业绩下滑等多重因素冲击之下，公司股价长期低迷；6月底京东入股的消息披露后，公司股价一度冲上98.22元的年内高点，近期还是打回原形，昨日报收42.82元/股，最新市值85.07亿元。而按照原计划，尚品宅配对京东的定增价格为64.56元/股。</p>\n<p>眼看定增迟迟无法落定，公司曾在9月份向银行申请合计33.6亿元的综合授信。截至今年9月底，公司短期借款高达6.61亿元，而2020年底仅为2801.02万元。同期，公司长期借款也由1.11亿元增加至3.50亿元。</p>\n<p>实际上，公司货币资金十几亿元，还长期有十亿级别的资金用于理财。就算业务转型需要投入，有必要突然增加负债吗？</p>","source":"36kr_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>京东能拯救尚品宅配吗？</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京东能拯救尚品宅配吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-09 10:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1519357646130818><strong>斑马消费</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，尚品宅配向京东定增募资5.34亿元的计划，历时数月、几经来回，最终泡汤，市场一片哗然。\n作为全屋定制模式的开创者、规模进入行业前三的小巨头，公司的全屋定制业务遭遇重大打击，此前数年增收不增利，去年在行业普遍增长的前提下，业绩暴降九成。\n去年，公司宣布转型整装业务。今年6月，京东入股，并与公司达成战略合作，曙光乍现。\n没想到，2021年Q3，竞争对手们仍然高奏凯歌，公司继续业绩暴跌，引发股价...</p>\n\n<a href=\"https://36kr.com/p/1519357646130818\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/028bf7c7eafdcd11c8df76a91d4805e0","relate_stocks":{"300616":"尚品宅配","BK4504":"桥水持仓","JD":"京东","BK4526":"热门中概股","BK4558":"双十一","BK4503":"景林资产持仓","BK4509":"腾讯概念","BK4122":"互联网与直销零售","BK4531":"中概回港概念","BK4551":"寇图资本持仓","BK4524":"宅经济概念","09618":"京东集团-SW","QNETCN":"纳斯达克中美互联网老虎指数","BK4505":"高瓴资本持仓"},"source_url":"https://36kr.com/p/1519357646130818","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190369143","content_text":"近日，尚品宅配向京东定增募资5.34亿元的计划，历时数月、几经来回，最终泡汤，市场一片哗然。\n作为全屋定制模式的开创者、规模进入行业前三的小巨头，公司的全屋定制业务遭遇重大打击，此前数年增收不增利，去年在行业普遍增长的前提下，业绩暴降九成。\n去年，公司宣布转型整装业务。今年6月，京东入股，并与公司达成战略合作，曙光乍现。\n没想到，2021年Q3，竞争对手们仍然高奏凯歌，公司继续业绩暴跌，引发股价下跌等一系列连锁反应。\n京东能拯救尚品宅配吗？其实，核心还是在于尚品宅配能否提升自己的业务。毕竟，自助者天助，自救者天救。\n业绩危机\n2020年是家居品牌们艰难但丰收的一年。疫情冲击之下，搞装修、买家居的需求会延后，但不会取消。\n定制家居赛道中，欧派家居、索菲亚等行业巨头们，去年仍然保持了稳定的业绩增长，归母净利润增速均在10%以上。\n行业排名第三的尚品宅配，却遭遇了滑铁卢。去年，公司百亿计划落空，营业收入65.13亿元，同比下降10.29%，归母净利润1.01亿元，同比下降80.81%，扣非净利润更是下滑91.02%至3998.00万元。\n在此之前，尚品宅配长期以“高毛利率、低净利率”的盈利特征而成为行业异类。主品牌的代言人从周迅换成了赵丽颖，副品牌维意定制一直由李冰冰代言，每年光代言费都花出去不少。\n近年来，公司高毛利神话不再，导致持续性的增收不增利。去年，公司综合毛利率33.14%，虽然同比下降8.62个百分点，但仍然与同行业公司相当。\n2019年这样的正常年份，行业两强欧派家居、索菲亚净利率分别为13.59%、14.02%，而尚品宅配仅为7.28%。2020年，同行业公司净利率整体稳中有升，尚品宅配进一步暴降至1.55%。这正是：裸泳者，终将现身。\n今年上半年，公司业绩较上年同期有所回升，营业收入、归母净利润分别同比增长了40%和135%。没想到，三季度，再度跌至谷底。\n2021年Q3，尚品宅配营业收入19.87亿元，同比下降6.09%，归母净利润4440.26万元，同比下降75.39%。同期，欧派家居和索菲亚仍然保持了两位数以上的增长。\n房地产行情低迷延续到四季度，今年公司的毛利率继续呈下滑趋势，各项费用并未出现明显的降幅，预计公司全年业绩仍然不容乐观，盈利能力或将继续在全屋定制行业垫底。\n再度转型\n华南理工大学的讲师李连柱、周淑毅，拉上校友彭劲雄，1999年创立了圆方软件，做CAD软件开发。他们以此为基础，开发了一套室内设计系统。后来，阴差阳错进入家居行业，2004年创立尚品宅配。\n当时，欧派家居仍然是以橱柜为主打，索菲亚的主营业务为衣柜；有软件系统开发基因的尚品宅配，率先提出全屋定制概念，一炮打响。\n之后，除了传统的全屋定制企业，欧派、索菲亚、尚品宅配，以及志邦、皮阿诺、我乐、顶固集创、好莱客等，还有大量的泛家居类企业也争相进入这个赛道，如顾家、兔宝宝、大自然等。\n原因也很简单，全屋定制客单价高，盈利空间大，且场景的话语权更强——定制家居可以带动其他家居产品的销售，比如说欧派与慕斯的战略合作。\n在这个相对传统的行业中，一直擅长创新的尚品宅配，在品牌运营上也常常别出心裁。\n比如说，公司旗下的新居网MCN机构，自主孵化和签约了300多个IP家居类达人，全网粉丝超1.8亿，其中短视频粉丝约1.3亿，微信粉丝约2100万。其中，包括“设计师阿爽”、“设计帮帮忙”、“Wuli设计姐”等，如果你曾在抖音快手上关注家居信息，这几个ID一定不陌生。\n公司曾在2020年报中表示，引流之后，公司来源于线上的量尺数同比增长43%，线上的量尺成本同比下降36%；今年，开启直播带货尝试，6月份销售额约2000万元。\n上百家直营及加盟门店，超级家居达人加持，仍然挡不住公司的业绩掉队，究其原因，问题应该还是出在了产品上。\n2020年，尚品宅配全面转型整装业务，以自身的数字化能力、供应链整合能力，为消费者提供全屋整装、全屋定制、全屋配套等一体化服务。\n现在的问题是，公司在全屋定制领域几近败北，转向竞争更加激烈、业务更加复杂的整装业务，能否突出重围？\n牵手京东\n除了业务创新，在资本运作上，尚品宅配又一次走在了行业前列。\n今年6月底，尚品宅配对外宣布，第二大股东达晨创投向京东转让公司5%的股份，京东成为仅次于创始人和达晨的第三大股东。同时，公司计划向京东定增募资5.34亿元。这是互联网巨头对家居品牌为数不多的一次投资。\n资本联盟形成后，京东与尚品宅配达成战略合作，内容包括资本领域、SAAS技术研发、品牌、线上流量、线下门店、供应链等领域。\n公司本意是借助京东的资源提振自身业务，但是，从 目前的关联交易内容来看，这一期待实现起来有难度。 公司到目前与京东的关联交易仅为1248万元，涉及家居用品、办公用品的购买或销售，推广服务的购买或销售，软件或软件服务的销售等。\n最近，公司撤回了向特定对象发行股票的申请，向京东定增募资的计划取消，具体原因不详，市场分析认为，定增价格远高于公司现阶段股价，或是主要原因。\n2017年上市后，尚品宅配股价在2018年年中达到顶峰，最高市值超过260亿元；后来，业绩下滑等多重因素冲击之下，公司股价长期低迷；6月底京东入股的消息披露后，公司股价一度冲上98.22元的年内高点，近期还是打回原形，昨日报收42.82元/股，最新市值85.07亿元。而按照原计划，尚品宅配对京东的定增价格为64.56元/股。\n眼看定增迟迟无法落定，公司曾在9月份向银行申请合计33.6亿元的综合授信。截至今年9月底，公司短期借款高达6.61亿元，而2020年底仅为2801.02万元。同期，公司长期借款也由1.11亿元增加至3.50亿元。\n实际上，公司货币资金十几亿元，还长期有十亿级别的资金用于理财。就算业务转型需要投入，有必要突然增加负债吗？","news_type":1},"isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602011349,"gmtCreate":1638938869288,"gmtModify":1638938869379,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570939692047814","authorIdStr":"3570939692047814"},"themes":[],"htmlText":"Like and comment?","listText":"Like and comment?","text":"Like and comment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602011349","repostId":"2189657262","repostType":4,"repost":{"id":"2189657262","kind":"highlight","pubTimestamp":1638938570,"share":"https://www.laohu8.com/m/news/2189657262?lang=&edition=full","pubTime":"2021-12-08 12:42","market":"sh","language":"zh","title":"冈拉克：美联储缩债将令市场“波涛汹涌”，长期持有黄金","url":"https://stock-news.laohu8.com/highlight/detail?id=2189657262","media":"金十数据","summary":"冈拉克称，未来一至两个月美国的CPI指数年比增速可能达到7%，建议密切关注高收益债券市场。","content":"<p>有“新债王”之称的双线资本创始人兼CEO杰弗里·冈拉克（Jeffrey Gundlach）认为，随着美联储准备加速结束量化宽松政策，然后转向加息，金融市场将面临巨大的动荡。</p>\n<p>周二他在网络直播中建议，<b>密切关注高收益债券市场</b>，称这可能是风险资产中隐藏的“金丝雀”。</p>\n<p>冈拉克说，由于疫情期间债务水平飙升，借款成本的增加将给经济增长带来阻力，目前两年期国债收益率约为0.69%，<b>当短期利率超过1%时，市场可能会出现麻烦</b>。债券市场收益率曲线趋平，反映出了未来的困难迹象。</p>\n<p>冈拉克还表示，目前收益率曲线处于历史低点，这是一个令人倍感担忧的信号。</p>\n<p>现年62岁的冈拉克表示，鲍威尔之所以宣称美国经济依旧强劲，但还不足以让美联储在此时加息，是因为空前强度的人为刺激掩盖了美国经济的疲软一面。</p>\n<p>冈拉克高度关注通胀问题，通过分析许多通胀措施后他表示，<b>未来一至两个月美国的CPI指数同比增速可能达到7%</b>，2022年全年可能都不会低于4%，因美国住房成本已经大幅攀升。</p>\n<p>冈拉克重申，他12年来首次购买了欧洲股票，目前为止它们的获利状况还不错，但没有持有新兴市场股票，尽管他认为未来几年新兴市场公司的表现有可能将超过美国公司。他还将新兴市场称为“重大机遇之一”。</p>\n<p>他说，自1985年以来美元一直处于结构性下滑阶段，经常账户缺口和联邦预算赤字的双赤字问题将导致<b>美元持续保持下跌态势</b>，这对新兴市场来说是个好兆头。</p>\n<p>冈拉克表示，考虑到大宗商品价格的上涨幅度，他<b>不确定现在是否是购买大宗商品的最佳时机</b>。为了保本，他<b>建议投资短期债券基金</b>。</p>\n<p>冈拉克说，<b>他个人上一次购买黄金是在2018年，他喜欢长期持有黄金</b>。</p>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>冈拉克：美联储缩债将令市场“波涛汹涌”，长期持有黄金</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; 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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冈拉克：美联储缩债将令市场“波涛汹涌”，长期持有黄金\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-08 12:42 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=87039&type=news><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>有“新债王”之称的双线资本创始人兼CEO杰弗里·冈拉克（Jeffrey Gundlach）认为，随着美联储准备加速结束量化宽松政策，然后转向加息，金融市场将面临巨大的动荡。\n周二他在网络直播中建议，密切关注高收益债券市场，称这可能是风险资产中隐藏的“金丝雀”。\n冈拉克说，由于疫情期间债务水平飙升，借款成本的增加将给经济增长带来阻力，目前两年期国债收益率约为0.69%，当短期利率超过1%时，市场可能...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=87039&type=news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2dfd2cc071ae812320c7d2359ed514b6","relate_stocks":{"159934":"黄金ETF","161125":"标普500","513500":"标普500ETF","518880":"黄金ETF","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","UDOW":"道指三倍做多ETF-ProShares","SSO":"两倍做多标普500ETF","DXD":"道指两倍做空ETF","GLD":"SPDR黄金ETF","BK4534":"瑞士信贷持仓","IAU":"黄金信托ETF(iShares)","SPXU":"三倍做空标普500ETF","TQQQ":"纳指三倍做多ETF","SQQQ":"纳指三倍做空ETF","IVV":"标普500指数ETF","SDOW":"道指三倍做空ETF-ProShares","DDM":"道指两倍做多ETF","BK4559":"巴菲特持仓","SPY":"标普500ETF","BK4550":"红杉资本持仓","QQQ":"纳指100ETF",".DJI":"道琼斯","SDS":"两倍做空标普500ETF","OEF":"标普100指数ETF-iShares","DOG":"道指反向ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","OEX":"标普100","NUGT":"二倍做多黄金矿业指数ETF-Direxion","QID":"纳指两倍做空ETF","BK4504":"桥水持仓","SH":"标普500反向ETF","GDX":"黄金矿业ETF-VanEck","DUST":"二倍做空黄金矿业指数ETF-Direxion","DJX":"1/100道琼斯","UPRO":"三倍做多标普500ETF"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=87039&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2189657262","content_text":"有“新债王”之称的双线资本创始人兼CEO杰弗里·冈拉克（Jeffrey Gundlach）认为，随着美联储准备加速结束量化宽松政策，然后转向加息，金融市场将面临巨大的动荡。\n周二他在网络直播中建议，密切关注高收益债券市场，称这可能是风险资产中隐藏的“金丝雀”。\n冈拉克说，由于疫情期间债务水平飙升，借款成本的增加将给经济增长带来阻力，目前两年期国债收益率约为0.69%，当短期利率超过1%时，市场可能会出现麻烦。债券市场收益率曲线趋平，反映出了未来的困难迹象。\n冈拉克还表示，目前收益率曲线处于历史低点，这是一个令人倍感担忧的信号。\n现年62岁的冈拉克表示，鲍威尔之所以宣称美国经济依旧强劲，但还不足以让美联储在此时加息，是因为空前强度的人为刺激掩盖了美国经济的疲软一面。\n冈拉克高度关注通胀问题，通过分析许多通胀措施后他表示，未来一至两个月美国的CPI指数同比增速可能达到7%，2022年全年可能都不会低于4%，因美国住房成本已经大幅攀升。\n冈拉克重申，他12年来首次购买了欧洲股票，目前为止它们的获利状况还不错，但没有持有新兴市场股票，尽管他认为未来几年新兴市场公司的表现有可能将超过美国公司。他还将新兴市场称为“重大机遇之一”。\n他说，自1985年以来美元一直处于结构性下滑阶段，经常账户缺口和联邦预算赤字的双赤字问题将导致美元持续保持下跌态势，这对新兴市场来说是个好兆头。\n冈拉克表示，考虑到大宗商品价格的上涨幅度，他不确定现在是否是购买大宗商品的最佳时机。为了保本，他建议投资短期债券基金。\n冈拉克说，他个人上一次购买黄金是在2018年，他喜欢长期持有黄金。","news_type":1},"isVote":1,"tweetType":1,"viewCount":629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608494095,"gmtCreate":1638772326238,"gmtModify":1638772326238,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570939692047814","authorIdStr":"3570939692047814"},"themes":[],"htmlText":"Like and comment?","listText":"Like and comment?","text":"Like and comment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608494095","repostId":"1169578173","repostType":4,"repost":{"id":"1169578173","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638749242,"share":"https://www.laohu8.com/m/news/1169578173?lang=&edition=full","pubTime":"2021-12-06 08:07","market":"hk","language":"zh","title":"青瓷游戏今起招股，入场费约7070.54港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1169578173","media":"老虎资讯综合","summary":"12月6日，青瓷游戏港交所公告，将于12月6日-12月9日招股；公司发行8500万股，其中90%为国际发售，10%为公开发售，另有最多15%超额配股权；每股发行价11.2-14港元；每手500股；预期","content":"<p>12月6日，<a href=\"https://laohu8.com/S/06633\">青瓷游戏</a>港交所公告，将于12月6日-12月9日招股；公司发行8500万股，其中90%为国际发售，10%为公开发售，另有最多15%超额配股权；每股发行价11.2-14港元；每手500股；预期12月16日上市。【<a href=\"https://www.itiger.com/mi/ipo/index/hk/listing\" target=\"_blank\">申购入口</a>】</p>\n<p><img src=\"https://static.tigerbbs.com/88c667bc1fce07be4f104d05599fa333\" tg-width=\"917\" tg-height=\"609\" referrerpolicy=\"no-referrer\"></p>\n<p><b>申购阶梯：</b></p>\n<p>每手500股，入场费7070.54港元。</p>\n<p>乙组门槛为40万股，申购所需资金约5656431.2港元。</p>\n<p><img src=\"https://static.tigerbbs.com/d4c377314234d946f11cb298bd70179a\" tg-width=\"892\" tg-height=\"327\" referrerpolicy=\"no-referrer\"></p>\n<p>公司是移动游戏开发商及发行商，2019年-2020年，公司收入为人民币8870.4万元及12.27亿元。</p>\n<p>基石投资者ABCI China Dynamic Growth SP、阿里巴巴库卡、Boyu Capital Opportunities Master Fund、广发全球资本有限公司、嘉实另类投资机会3号基金及I-China Holdings Limited认购金额分别为800万美元、1000万美元、1500万美元、1700万美元、1500万美元及500万美元。</p>\n<p><img src=\"https://static.tigerbbs.com/182e19ed477eace1130958dc3eba339c\" tg-width=\"969\" tg-height=\"507\" referrerpolicy=\"no-referrer\"></p>\n<p>假设超额配股权未获行使，所得款项净额1.25亿美元(以发行价中位数计算)，35.0%将用于扩大公司的游戏产品组合及投资公司的游戏研发能力及相关技术;25.0%用于拓展公司于海外市场的业务;15.0%用于加强公司在中国移动游戏市场的游戏发行及运营能力以及青瓷品牌和公司的IP的市场知名度; 15.0%用于对移动游戏产业链上下游公司进行战略投资及收购;10.0%将用作营运资金及一般企业用途。</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>青瓷游戏今起招股，入场费约7070.54港元</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青瓷游戏今起招股，入场费约7070.54港元\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\">2021-12-06 08:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月6日，<a href=\"https://laohu8.com/S/06633\">青瓷游戏</a>港交所公告，将于12月6日-12月9日招股；公司发行8500万股，其中90%为国际发售，10%为公开发售，另有最多15%超额配股权；每股发行价11.2-14港元；每手500股；预期12月16日上市。【<a href=\"https://www.itiger.com/mi/ipo/index/hk/listing\" target=\"_blank\">申购入口</a>】</p>\n<p><img src=\"https://static.tigerbbs.com/88c667bc1fce07be4f104d05599fa333\" tg-width=\"917\" tg-height=\"609\" referrerpolicy=\"no-referrer\"></p>\n<p><b>申购阶梯：</b></p>\n<p>每手500股，入场费7070.54港元。</p>\n<p>乙组门槛为40万股，申购所需资金约5656431.2港元。</p>\n<p><img src=\"https://static.tigerbbs.com/d4c377314234d946f11cb298bd70179a\" tg-width=\"892\" tg-height=\"327\" referrerpolicy=\"no-referrer\"></p>\n<p>公司是移动游戏开发商及发行商，2019年-2020年，公司收入为人民币8870.4万元及12.27亿元。</p>\n<p>基石投资者ABCI China Dynamic Growth SP、阿里巴巴库卡、Boyu Capital Opportunities Master Fund、广发全球资本有限公司、嘉实另类投资机会3号基金及I-China Holdings Limited认购金额分别为800万美元、1000万美元、1500万美元、1700万美元、1500万美元及500万美元。</p>\n<p><img src=\"https://static.tigerbbs.com/182e19ed477eace1130958dc3eba339c\" tg-width=\"969\" tg-height=\"507\" referrerpolicy=\"no-referrer\"></p>\n<p>假设超额配股权未获行使，所得款项净额1.25亿美元(以发行价中位数计算)，35.0%将用于扩大公司的游戏产品组合及投资公司的游戏研发能力及相关技术;25.0%用于拓展公司于海外市场的业务;15.0%用于加强公司在中国移动游戏市场的游戏发行及运营能力以及青瓷品牌和公司的IP的市场知名度; 15.0%用于对移动游戏产业链上下游公司进行战略投资及收购;10.0%将用作营运资金及一般企业用途。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e2bc484766922e67d87fdb952e5532ab","relate_stocks":{"06633":"青瓷游戏"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169578173","content_text":"12月6日，青瓷游戏港交所公告，将于12月6日-12月9日招股；公司发行8500万股，其中90%为国际发售，10%为公开发售，另有最多15%超额配股权；每股发行价11.2-14港元；每手500股；预期12月16日上市。【申购入口】\n\n申购阶梯：\n每手500股，入场费7070.54港元。\n乙组门槛为40万股，申购所需资金约5656431.2港元。\n\n公司是移动游戏开发商及发行商，2019年-2020年，公司收入为人民币8870.4万元及12.27亿元。\n基石投资者ABCI China Dynamic Growth SP、阿里巴巴库卡、Boyu Capital Opportunities Master Fund、广发全球资本有限公司、嘉实另类投资机会3号基金及I-China Holdings Limited认购金额分别为800万美元、1000万美元、1500万美元、1700万美元、1500万美元及500万美元。\n\n假设超额配股权未获行使，所得款项净额1.25亿美元(以发行价中位数计算)，35.0%将用于扩大公司的游戏产品组合及投资公司的游戏研发能力及相关技术;25.0%用于拓展公司于海外市场的业务;15.0%用于加强公司在中国移动游戏市场的游戏发行及运营能力以及青瓷品牌和公司的IP的市场知名度; 15.0%用于对移动游戏产业链上下游公司进行战略投资及收购;10.0%将用作营运资金及一般企业用途。","news_type":1},"isVote":1,"tweetType":1,"viewCount":599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608694052,"gmtCreate":1638703546823,"gmtModify":1638703549061,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570939692047814","authorIdStr":"3570939692047814"},"themes":[],"htmlText":"Like and comment?","listText":"Like and comment?","text":"Like and comment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608694052","repostId":"1126688652","repostType":4,"repost":{"id":"1126688652","kind":"news","pubTimestamp":1638703301,"share":"https://www.laohu8.com/m/news/1126688652?lang=&edition=full","pubTime":"2021-12-05 19:21","market":"sh","language":"zh","title":"中金策略：无需过忧信用风险，政策可能逐步加力稳增长","url":"https://stock-news.laohu8.com/highlight/detail?id=1126688652","media":"中金策略","summary":"近期市场面临的内外部担忧相对较多，外部方面，在外围回调的背景下A股指数则震荡上行，符合我们上周提示的“中国市场相比海外更有韧性”的判断。基于中国疫情防控更好、经济体系更完善、增长与政策周期相对有利和市","content":"<p><b>近期市场面临的内外部担忧相对较多，外部方面</b>，在外围回调的背景下A股指数则震荡上行，符合我们上周提示的“中国市场相比海外更有韧性”的判断。基于中国疫情防控更好、经济体系更完善、增长与政策周期相对有利和市场估值水平较为合理的四大优势，我们认为中国市场相比海外可能继续表现更好。<b>内部方面</b>，本周某大型地产开发商公告称可能无法履行2.6亿美元，我们认为市场对于该信用风险问题的前期已有预期，对此央行、银保监会和证监会也做出系统回应，估计对短期股市影响有限。</p>\n<p>更重要的是，政策逆周期调节的必要性也在提升并可能在逐步接近重要窗口期，李克强总理本周重提“中国将适时降准”可能意味着中国应对增长下滑和信用风险的政策空间仍较为充足，<b>重点关注本月即将召开的中央经济工作会议，我们预期会议信号可能偏向稳增长。展望后市，A股可能继续相对海外市场更有韧性，内部稳增长的政策预期仍是主导市场表现的更关键因素，对于市场无需过度悲观，年底到明年初可能是政策加力的重要窗口期，市场表现可能逐步趋向积极。</b></p>\n<p><b>行业配置建议：配置继续向政策预期及中下游方向倾斜</b></p>\n<p>1）政策边际变化或发力潜在有支持的领域，包括地产稳需求相关产业链、潜在的消费支持领域、券商等；</p>\n<p>2）今年已经有所调整、估值已经不高、中长期前景依然明朗的中下游消费，自下而上择股，包括食品饮料、医药、家电、轻工家居、汽车及零部件、互联网与传媒、农林牧渔等；</p>\n<p>3）高景气的制造方向，包括新能源汽车、新能源及科技硬件半导体，依据产业链环节景气程度变迁而择股配置，特别关注输配电升级、汽车零部件等制造机遇。</p>\n<p><b>市场回顾：指数四周连阳，成交保持活跃</b></p>\n<p>本周事件性因素较多，新变种病毒扩散、美联储货币政策紧缩预期、中概股监管政策变化、个别房企动向、国内政策预期等多空因素交织，在此背景下A股市场显现韧性，表现明显好于外围，上证指数周度收涨1.2%，已经连续四周收阳。市场成交仍然较为活跃，A股日成交额连续31个交易日维持在万亿元上方。风格方面，创业板指上涨0.3%，沪深300上涨0.8%；行业层面，周期板块表现相对较好，煤炭受长期合同签订利好影响涨幅最大，稳增长相关的建筑和建材涨幅居前，军工板块也有不错表现；受疫情影响的消费者服务跌幅最大，医药和传媒也表现低迷。</p>\n<p><b>市场展望：无需过忧信用风险，政策可能逐步加力稳增长</b></p>\n<p>近期市场面临的内外部担忧相对较多，外部方面，新冠疫情新形势和美国政策退出预期导致外围震幅加大且明显回调，A股指数则震荡上行，符合我们上周提示的“中国市场相比海外更有韧性”的判断。虽然当前Omicron病毒仍有较多变数，尤其是致死率和重症率仍有待观察，<b>但基于中国疫情防控更好、经济体系更完善、增长与政策周期相对有利和市场估值水平较为合理的四大优势，我们认为中国市场相比海外可能继续表现更好。</b></p>\n<p>内部方面，近期信用风险是持续压制市场情绪的重要因素，本周某大型地产开发商公告称可能无法履行2.6亿美元，并且已在积极制定境外重组方案。我们认为市场对于该信用风险问题的前期已有预期，对此央行、银保监会和证监会也做出系统回应，估计对短期股市影响有限。<b>更重要的是，国内增长下滑，消费和房地产整体偏弱的特征已持续较长时间并形成共识，政策逆周期调节的必要性也在提升并可能在逐步接近重要窗口期，李克强总理本周重提“中国将适时降准”可能意味着中国应对增长下滑和信用风险的政策空间仍较为充足[1]，重点关注本月即将召开的中央经济工作会议，我们预期会议信号可能偏向稳增长。</b></p>\n<p>展望后市，A股可能继续相对海外市场更有韧性，内部稳增长的政策预期仍是主导市场表现的更关键因素，市场短期在内外部影响之下路径可能有波折，但无需过度悲观，四季度以来政策已逐步朝“稳增长、保民生”的方向转变，年底到明年初可能是政策加力的重要窗口期，市场表现可能逐步趋向积极。在配置上，短期更加注重稳增长相关领域的阶段性机会，中期关注上游价格压力缓解带来的中下游制造与消费的成长机遇。近期注意以下几方面进展：</p>\n<p><b>1）11月增长数据可能阶段企稳。</b>下周11月经济和金融数据将陆续发布，11月制造业PMI超预期反弹0.9个百分点至50.1%，其中电力供应缓解后的工业生产反弹是主要支撑，重点关注10月底以来全国疫情对社消的影响程度，以及金融数据中的新增社融和信贷能否企稳，并在住房信贷等重点结构能否有所改善。</p>\n<p><b>2）信用风险事件应对。</b>某大型地产开发商公告可能无法履行2.6亿美元担保义务后，广东省已约谈企业并派出工作组入驻，央行、银保监会和证监会也做出回应，未来需重点关注信用事件的具体处理和政策应对。</p>\n<p>3<b>）政策宽松信号渐强。</b>国务院总理李克强12月3日在会见国际货币基金组织的官员时强调“继续实施稳健的货币政策，保持流动性合理充裕，围绕市场主体需求制定政策，适时降准，加大对实体经济特别是中小微企业的支持力度”，重提降准在一定程度上强化了政策偏宽松的预期，同时更要关注本月中下旬中央经济工作会议对政策信号和发力方向的进一步明确。</p>\n<p><b>4）产业重要变化。</b>本周多行业发生政策和基本面的重要变化，包括《电子烟管理办法》征求意见稿出台，新一轮国家药品目录调整和价格谈判，光伏龙头宣布硅片降价等，密切关注对相关行业基本面的影响。</p>\n<p>5<b>）海外变种病毒、中概股市场变化等。</b>截至12月3日，世卫组织称全球共有38个国家发现Omicron病毒感染病例，目前病毒毒性和疫苗的有效性还有待进一步实验证明，全球各国警惕性较高并采取入境限制，日本目前已关闭国境；本周鲍威尔在国会意外承认通胀并非“暂时性”导致市场预期混乱[2]，美股继续震荡下跌；<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>出行本周宣布启动纽交所退市程序，并启动香港上市工作，引发市场对于更多中概股在新政下退市的担忧，未来仍需密切关注相关进展。</p>\n<p><b>行业建议：配置继续向政策预期及中下游方向倾斜</b></p>\n<p>具体来说，当前要注重三个方向：</p>\n<p>1）政策边际变化或发力潜在有支持的领域，包括地产稳需求相关产业链、潜在的消费支持领域、券商等；</p>\n<p>2）今年已经有所调整、估值已经不高、中长期前景依然明朗的中下游消费，自下而上择股，包括食品饮料、医药、家电、轻工家居、汽车及零部件、互联网与传媒、农林牧渔等；</p>\n<p>3）高景气的制造方向，包括新能源汽车、新能源及科技硬件半导体，依据产业链环节景气程度变迁而择股配置，特别关注输配电升级、汽车零部件等环节的制造机遇。</p>\n<p><b>上述三个方向可能略有所重叠，但可能代表着未来3-6个月的配置方向，其中第一个方向更偏阶段性、更需要关注政策节奏。</b></p>\n<p><b>近期关注：</b>1)11月经济增长数据及政策动态；2）地产信用事件处理及政策；3）产业监管政策变化；4）国内局部疫情和海外变种病毒进展；5）美国政策退出节奏和增长数据等。</p>","source":"lsy1569219621182","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>中金策略：无需过忧信用风险，政策可能逐步加力稳增长</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中金策略：无需过忧信用风险，政策可能逐步加力稳增长\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-05 19:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/romHGKh95vTgP-bWyVMTmQ><strong>中金策略</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期市场面临的内外部担忧相对较多，外部方面，在外围回调的背景下A股指数则震荡上行，符合我们上周提示的“中国市场相比海外更有韧性”的判断。基于中国疫情防控更好、经济体系更完善、增长与政策周期相对有利和市场估值水平较为合理的四大优势，我们认为中国市场相比海外可能继续表现更好。内部方面，本周某大型地产开发商公告称可能无法履行2.6亿美元，我们认为市场对于该信用风险问题的前期已有预期，对此央行、银保监会和...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/romHGKh95vTgP-bWyVMTmQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a10424fe3b1f29e8d28fdc0dc474e86","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/romHGKh95vTgP-bWyVMTmQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126688652","content_text":"近期市场面临的内外部担忧相对较多，外部方面，在外围回调的背景下A股指数则震荡上行，符合我们上周提示的“中国市场相比海外更有韧性”的判断。基于中国疫情防控更好、经济体系更完善、增长与政策周期相对有利和市场估值水平较为合理的四大优势，我们认为中国市场相比海外可能继续表现更好。内部方面，本周某大型地产开发商公告称可能无法履行2.6亿美元，我们认为市场对于该信用风险问题的前期已有预期，对此央行、银保监会和证监会也做出系统回应，估计对短期股市影响有限。\n更重要的是，政策逆周期调节的必要性也在提升并可能在逐步接近重要窗口期，李克强总理本周重提“中国将适时降准”可能意味着中国应对增长下滑和信用风险的政策空间仍较为充足，重点关注本月即将召开的中央经济工作会议，我们预期会议信号可能偏向稳增长。展望后市，A股可能继续相对海外市场更有韧性，内部稳增长的政策预期仍是主导市场表现的更关键因素，对于市场无需过度悲观，年底到明年初可能是政策加力的重要窗口期，市场表现可能逐步趋向积极。\n行业配置建议：配置继续向政策预期及中下游方向倾斜\n1）政策边际变化或发力潜在有支持的领域，包括地产稳需求相关产业链、潜在的消费支持领域、券商等；\n2）今年已经有所调整、估值已经不高、中长期前景依然明朗的中下游消费，自下而上择股，包括食品饮料、医药、家电、轻工家居、汽车及零部件、互联网与传媒、农林牧渔等；\n3）高景气的制造方向，包括新能源汽车、新能源及科技硬件半导体，依据产业链环节景气程度变迁而择股配置，特别关注输配电升级、汽车零部件等制造机遇。\n市场回顾：指数四周连阳，成交保持活跃\n本周事件性因素较多，新变种病毒扩散、美联储货币政策紧缩预期、中概股监管政策变化、个别房企动向、国内政策预期等多空因素交织，在此背景下A股市场显现韧性，表现明显好于外围，上证指数周度收涨1.2%，已经连续四周收阳。市场成交仍然较为活跃，A股日成交额连续31个交易日维持在万亿元上方。风格方面，创业板指上涨0.3%，沪深300上涨0.8%；行业层面，周期板块表现相对较好，煤炭受长期合同签订利好影响涨幅最大，稳增长相关的建筑和建材涨幅居前，军工板块也有不错表现；受疫情影响的消费者服务跌幅最大，医药和传媒也表现低迷。\n市场展望：无需过忧信用风险，政策可能逐步加力稳增长\n近期市场面临的内外部担忧相对较多，外部方面，新冠疫情新形势和美国政策退出预期导致外围震幅加大且明显回调，A股指数则震荡上行，符合我们上周提示的“中国市场相比海外更有韧性”的判断。虽然当前Omicron病毒仍有较多变数，尤其是致死率和重症率仍有待观察，但基于中国疫情防控更好、经济体系更完善、增长与政策周期相对有利和市场估值水平较为合理的四大优势，我们认为中国市场相比海外可能继续表现更好。\n内部方面，近期信用风险是持续压制市场情绪的重要因素，本周某大型地产开发商公告称可能无法履行2.6亿美元，并且已在积极制定境外重组方案。我们认为市场对于该信用风险问题的前期已有预期，对此央行、银保监会和证监会也做出系统回应，估计对短期股市影响有限。更重要的是，国内增长下滑，消费和房地产整体偏弱的特征已持续较长时间并形成共识，政策逆周期调节的必要性也在提升并可能在逐步接近重要窗口期，李克强总理本周重提“中国将适时降准”可能意味着中国应对增长下滑和信用风险的政策空间仍较为充足[1]，重点关注本月即将召开的中央经济工作会议，我们预期会议信号可能偏向稳增长。\n展望后市，A股可能继续相对海外市场更有韧性，内部稳增长的政策预期仍是主导市场表现的更关键因素，市场短期在内外部影响之下路径可能有波折，但无需过度悲观，四季度以来政策已逐步朝“稳增长、保民生”的方向转变，年底到明年初可能是政策加力的重要窗口期，市场表现可能逐步趋向积极。在配置上，短期更加注重稳增长相关领域的阶段性机会，中期关注上游价格压力缓解带来的中下游制造与消费的成长机遇。近期注意以下几方面进展：\n1）11月增长数据可能阶段企稳。下周11月经济和金融数据将陆续发布，11月制造业PMI超预期反弹0.9个百分点至50.1%，其中电力供应缓解后的工业生产反弹是主要支撑，重点关注10月底以来全国疫情对社消的影响程度，以及金融数据中的新增社融和信贷能否企稳，并在住房信贷等重点结构能否有所改善。\n2）信用风险事件应对。某大型地产开发商公告可能无法履行2.6亿美元担保义务后，广东省已约谈企业并派出工作组入驻，央行、银保监会和证监会也做出回应，未来需重点关注信用事件的具体处理和政策应对。\n3）政策宽松信号渐强。国务院总理李克强12月3日在会见国际货币基金组织的官员时强调“继续实施稳健的货币政策，保持流动性合理充裕，围绕市场主体需求制定政策，适时降准，加大对实体经济特别是中小微企业的支持力度”，重提降准在一定程度上强化了政策偏宽松的预期，同时更要关注本月中下旬中央经济工作会议对政策信号和发力方向的进一步明确。\n4）产业重要变化。本周多行业发生政策和基本面的重要变化，包括《电子烟管理办法》征求意见稿出台，新一轮国家药品目录调整和价格谈判，光伏龙头宣布硅片降价等，密切关注对相关行业基本面的影响。\n5）海外变种病毒、中概股市场变化等。截至12月3日，世卫组织称全球共有38个国家发现Omicron病毒感染病例，目前病毒毒性和疫苗的有效性还有待进一步实验证明，全球各国警惕性较高并采取入境限制，日本目前已关闭国境；本周鲍威尔在国会意外承认通胀并非“暂时性”导致市场预期混乱[2]，美股继续震荡下跌；滴滴出行本周宣布启动纽交所退市程序，并启动香港上市工作，引发市场对于更多中概股在新政下退市的担忧，未来仍需密切关注相关进展。\n行业建议：配置继续向政策预期及中下游方向倾斜\n具体来说，当前要注重三个方向：\n1）政策边际变化或发力潜在有支持的领域，包括地产稳需求相关产业链、潜在的消费支持领域、券商等；\n2）今年已经有所调整、估值已经不高、中长期前景依然明朗的中下游消费，自下而上择股，包括食品饮料、医药、家电、轻工家居、汽车及零部件、互联网与传媒、农林牧渔等；\n3）高景气的制造方向，包括新能源汽车、新能源及科技硬件半导体，依据产业链环节景气程度变迁而择股配置，特别关注输配电升级、汽车零部件等环节的制造机遇。\n上述三个方向可能略有所重叠，但可能代表着未来3-6个月的配置方向，其中第一个方向更偏阶段性、更需要关注政策节奏。\n近期关注：1)11月经济增长数据及政策动态；2）地产信用事件处理及政策；3）产业监管政策变化；4）国内局部疫情和海外变种病毒进展；5）美国政策退出节奏和增长数据等。","news_type":1},"isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608920670,"gmtCreate":1638599929689,"gmtModify":1638599929793,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570939692047814","authorIdStr":"3570939692047814"},"themes":[],"htmlText":"Like and comment?","listText":"Like and comment?","text":"Like and comment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/608920670","repostId":"1182326729","repostType":4,"repost":{"id":"1182326729","kind":"news","pubTimestamp":1638587068,"share":"https://www.laohu8.com/m/news/1182326729?lang=&edition=full","pubTime":"2021-12-04 11:04","market":"hk","language":"zh","title":"小米自建工厂造车，开启汽车产业下半场？","url":"https://stock-news.laohu8.com/highlight/detail?id=1182326729","media":"中国经营网","summary":"近日，北京经济技术开发区（以下简称“北京经开区”）管委会与小米科技签约仪式举行，随着双方签订《合作协议》，正式宣告小米汽车落户北京经开区。\n小米汽车项目将建设小米汽车总部基地和销售总部、研发总部，将分","content":"<div>\n<p>近日，北京经济技术开发区（以下简称“北京经开区”）管委会与小米科技签约仪式举行，随着双方签订《合作协议》，正式宣告小米汽车落户北京经开区。\n小米汽车项目将建设小米汽车总部基地和销售总部、研发总部，将分两期建设年产量30万辆的整车工厂，其中一期和二期产能分别为15万辆，预计2024年首车将下线并实现量产。对于汽车工厂是否已经在建及未来规划等问题，《中国经营报》记者采访小米方面，截至发稿，对方尚未回复...</p>\n\n<a href=\"http://www.cb.com.cn/index/show/gs1/cv/cv12535355135\">Web Link</a>\n\n</div>\n","source":"zgjyw","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小米自建工厂造车，开启汽车产业下半场？</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小米自建工厂造车，开启汽车产业下半场？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-04 11:04 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.cb.com.cn/index/show/gs1/cv/cv12535355135><strong>中国经营网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，北京经济技术开发区（以下简称“北京经开区”）管委会与小米科技签约仪式举行，随着双方签订《合作协议》，正式宣告小米汽车落户北京经开区。\n小米汽车项目将建设小米汽车总部基地和销售总部、研发总部，将分两期建设年产量30万辆的整车工厂，其中一期和二期产能分别为15万辆，预计2024年首车将下线并实现量产。对于汽车工厂是否已经在建及未来规划等问题，《中国经营报》记者采访小米方面，截至发稿，对方尚未回复...</p>\n\n<a href=\"http://www.cb.com.cn/index/show/gs1/cv/cv12535355135\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/529958ccf70e57b3f5b5c4f7405468e4","relate_stocks":{"BK1607":"新IT概念","BK1506":"5G概念","BK1589":"北水核心资产","BK1193":"电脑硬件、储存设备及电脑周边","BK1523":"武汉本地概念股","BK1521":"挪威政府全球养老基金持仓","01810":"小米集团-W","BK1502":"双十一","BK1575":"同股不同权"},"source_url":"http://www.cb.com.cn/index/show/gs1/cv/cv12535355135","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182326729","content_text":"近日，北京经济技术开发区（以下简称“北京经开区”）管委会与小米科技签约仪式举行，随着双方签订《合作协议》，正式宣告小米汽车落户北京经开区。\n小米汽车项目将建设小米汽车总部基地和销售总部、研发总部，将分两期建设年产量30万辆的整车工厂，其中一期和二期产能分别为15万辆，预计2024年首车将下线并实现量产。对于汽车工厂是否已经在建及未来规划等问题，《中国经营报》记者采访小米方面，截至发稿，对方尚未回复。\n艾媒咨询CEO张毅告诉本报记者：“北京有产业基础，毕竟奔驰、现代都在北京，但我觉得更关键的还是在于小米本身，它的总部在北京，在企业管理、人才储备，以及地方政府资源这块，都有自己的优势。所以选择把汽车总部落户北京，也有这方面的考虑。”\n造车团队已超500人\n公开资料显示，2021年3月30日，雷军宣布，小米集团将成立一家全资子公司，负责智能电动汽车业务。2021年9月1日小米汽车有限公司成立，法定代表人雷军，注册地位于北京经开区科创十街15号院5号楼8层816室，注册资金100亿元。\n近一年来，在雷军高调宣布造车后，一边投资相关产业，包括但不限于自动驾驶、半导体产业链、动力电池等相关企业；一边吸纳造车人才。近期小米在第三季度财报中提到了其造车进展，目前智能电动汽车业务顺利推进，团队成员已超过500人，并且再度重申了2024年上半年量产新车的承诺。\n资深互联网观察家丁道师接受记者采访时表示：“看雷军近期释放的一系列信号，基本上是赌上了他前半生所有的荣誉来做这样一件事，而且集合了所有核心力量和高管来做，一开始就投入了巨资，很明显是他的最后一战，不成功便成仁。一旦败了之后，会引发连锁的恶性效应，甚至会影响到小米的主体发展。”\n丁道师认为，相比其他造车新势力，小米汽车发力已经晚了，这个时候只有投入强大的资金、资源和信心，才更有可能获得胜利。雷军是抱了必胜的决心来做好，一开始就大举宣传推进，所以整个战略还是挺明确的，因为他有了这样的决心，北京市经开区才愿意跟他合作，其他合作伙伴也才更有信心与他合作，共同推进这件事情的落地。\n此前，雷军也曾表示，汽车在交付之前的投入对小米自身而言都是悬在头上的一把剑，如果造车不顺，可能会挫伤小米的股价。\n在小米汽车团队成员中，不乏极狐汽车原总裁于立国、吉利研究院原总院长胡峥楠等业内有着多年造车经验的大咖。实际上，早在10月19日，小米召开的2021年集团年度投资者会议上，雷军透露过小米汽车的首个工厂选址在北京亦庄。\n北京经开区经历了近30年的发展建设，在今年前三季度，高端汽车和新能源智能汽车产业实现产值1466亿元，占全区工业总产值的35%。\n该区域内还拥有北京奔驰、北汽新能源等整车企业，形成了较为完善的高端汽车、新能源汽车产业链。再加上国创中心、国汽智联等国家级技术创新中心，北京经开区已经成为了世界级新能源汽车共性关键技术的策源地。\n小米能否弯道超车？\n相关数据显示，今年1~10月国内新能源汽车零售渗透率为13%，较2020年5.8%的渗透率提升明显；其中，自主品牌新能源车渗透率为36%，豪华品牌新能源车渗透率为12%，主流合资品牌新能源车渗透率为3.4%。\n与蔚来、小鹏等造车新势力以代工模式切入造车领域不同，小米从一开始就选择自建工厂。虽然代工可以降低成本，并且能够在没有生产资质、生产线和制造经验的情况下快速实现量产，但代工模式在生产成本、产品质量和零部件供应方面都存在不可控性。\n而小米在轻资产和重品质两者中选择了后者，以更好地实现大规模量产、控制生产和交付节奏。这也是蔚来、威马、小鹏等造车新势力后期纷纷自建工厂的原因。\n相比蔚来、理想、小鹏等造车新势力，小米汽车可以说起步已经晚了几年。\n不过，在丁道师看来，以前造车需要多年的技术积累，但是现在蔚来、小鹏、威马等新势力的崛起，说明这个行业只要有很强大的资本，可以弥补技术、时间、研发上的不足，因为用钱几乎可以在这个行业买来绝大部分的生产发展要素。而小米作为一家世界五百强企业，其历史积累比三大汽车新势力深厚得多，雷军在业内的影响力和人脉资源也要优于三大新势力。\n“相比这些新势力，小米还有用户层面的支持，因为其他几家汽车品牌和用户的关系，相对来说是教育。而小米通过这几年手机等智能硬件设备的销售推广，获得了几亿用户，其潜在买家也要多于其他造车新势力，所以有综合优势。”丁道师说，不过小米也有劣势，新能源汽车的风口在几年前就开始了，而小米五六年之后才想起来要造车，先发优势已经没有了，时间上慢了好几拍。\n据了解，为了能够快速地推进汽车业务，小米汽车目前正在大规模地吸纳各方面的人才，并收购相关的公司。在今年8月，小米宣布以7737万美元的价格收购了汽车自动驾驶技术公司深动科技，此外，小米此前还投资了禾赛科技、纵目科技、蜂巢能源和赣锋锂业等公司。\n张毅认为，小米的优势在于，可以延续移动应用领域的积累。其次，小米和雷军有一定的号召力，尤其是在白领群体和大学生群体，有一定的影响力。但是劣势也比较明显，现在造车已经不是两三年前最辉煌的时候了，所以小米造车的速度非常关键。因为现在传统车企都在进军新能源汽车领域，留给小米的时间其实不多了。\n而对于能否追赶上蔚小理（蔚来、小鹏、理想）等汽车新势力，张毅称，主要取决于小米造车的速度，出品速度是最大的关键，新能源汽车领域的竞争越来越激烈，很快就会变成红海。小米过去在智能手机上取得成功，能不能接下来在汽车领域一定成功，确实需要雷军和小米汽车团队超常的努力。其次还要看产品的性价比。\n雷军此前在接受媒体记者采访时表示，做汽车业务并不是为“出风头”，现时电动车已从机械产业转变为信息产业，加上有同行都已经在做，小米不做就会被淘汰。小米从智能手机到智能家居及智能办公，属全智能生态，若跟电动汽车好好整合的话，将有极强的扩张性。\n截至2021年9月底，小米已经投资布局有关智能汽车领域企业62家。其中，智能驾驶布局17家企业，智能电动布局13家企业，智能座舱布局6家企业，有22家企业为2021年新增投资。\n丁道师说，随着小米的入局，其他巨头造车的步伐都会进一步激活、加速，加快行业的发展速度。而且更多的企业进入市场，竞争也会更充分，行业才更有活力，最终反馈到消费者层面，消费者会买到更智能、更有性价比的产品和服务。所以要积极鼓励巨头入局新能源汽车赛道，让这个行业迅速发展壮大。\n对于这些科技巨头化身的造车新势力，中国汽车工程学会名誉理事长付于武曾表示，如果说之前蔚来、小鹏、理想等新势力进入汽车领域，是汽车产业变革的上半场，那么百度、小米等高科技公司进入汽车领域，将开启产业变革的下半场。","news_type":1},"isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601605990,"gmtCreate":1638517508044,"gmtModify":1638517508044,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570939692047814","authorIdStr":"3570939692047814"},"themes":[],"htmlText":"Like and comment?","listText":"Like and comment?","text":"Like and comment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/601605990","repostId":"1178164447","repostType":4,"isVote":1,"tweetType":1,"viewCount":737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603459482,"gmtCreate":1638443666884,"gmtModify":1638443911569,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570939692047814","authorIdStr":"3570939692047814"},"themes":[],"htmlText":"Like and comment?","listText":"Like and comment?","text":"Like and comment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603459482","repostId":"1126868058","repostType":4,"repost":{"id":"1126868058","kind":"news","pubTimestamp":1638443316,"share":"https://www.laohu8.com/m/news/1126868058?lang=&edition=full","pubTime":"2021-12-02 19:08","market":"us","language":"zh","title":"特斯拉推出儿童电动车，售价1900美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1126868058","media":"新浪科技","summary":"最高时速为10英里，最大行驶里程为15英里。","content":"<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在其网上商店推出了一款“儿童车（Cyberquad For Kids）”，售价为1900美元，最高时速为10英里，最大行驶里程为15英里。</p>\n<p>特斯拉Cyberquad首次亮相是在埃隆2019年赛博卡车发布会上，当时为了展示这辆电动皮卡的载货能力，Cyberquad也一同亮相。据称这款产品完全适配赛博卡车的底座，还可以使用Cybertruck所搭载的车身电源充电。不过，目前推出的新产品似乎名不副实。</p>\n<p><img src=\"https://static.tigerbbs.com/a41f867482a8bec6efd86420a0423bb2\" tg-width=\"553\" tg-height=\"868\" referrerpolicy=\"no-referrer\"></p>\n<p>该儿童版Cyberquad设计灵感来源于我们标志性的赛博卡车设计，四轮亚视采用全钢框架、缓冲座椅和可调悬架，配备后盘式制动和LED灯杆。Cyberquad由锂离子电池供电，续航里程可达15英里，最高时速可达10英里，适合8岁以上的用户使用。有关更多产品细节，请访问商店常见问题解答。</p>\n<p>常见问题页面显示了有关Cyberquad的更多详细信息，包括尺寸、充电时间等。</p>\n<p>儿童版Cyberquad尺寸</p>\n<p>47 x 26 x 27英寸</p>\n<p>122磅重</p>\n<p>150磅重量限制</p>\n<p>推荐年龄8岁+</p>\n<p>最高速度10英里/小时</p>\n<p>15英里续航里程</p>","source":"lsy1635144614083","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉推出儿童电动车，售价1900美元</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉推出儿童电动车，售价1900美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-02 19:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/2021-12-02/doc-ikyakumx1577085.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉在其网上商店推出了一款“儿童车（Cyberquad For Kids）”，售价为1900美元，最高时速为10英里，最大行驶里程为15英里。\n特斯拉Cyberquad首次亮相是在埃隆2019年赛博卡车发布会上，当时为了展示这辆电动皮卡的载货能力，Cyberquad也一同亮相。据称这款产品完全适配赛博卡车的底座，还可以使用Cybertruck所搭载的车身电源充电。不过，目前推出的新产品似乎...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2021-12-02/doc-ikyakumx1577085.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/44d03cf72267bc5ca74e4073c80d40e0","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/tech/2021-12-02/doc-ikyakumx1577085.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126868058","content_text":"特斯拉在其网上商店推出了一款“儿童车（Cyberquad For Kids）”，售价为1900美元，最高时速为10英里，最大行驶里程为15英里。\n特斯拉Cyberquad首次亮相是在埃隆2019年赛博卡车发布会上，当时为了展示这辆电动皮卡的载货能力，Cyberquad也一同亮相。据称这款产品完全适配赛博卡车的底座，还可以使用Cybertruck所搭载的车身电源充电。不过，目前推出的新产品似乎名不副实。\n\n该儿童版Cyberquad设计灵感来源于我们标志性的赛博卡车设计，四轮亚视采用全钢框架、缓冲座椅和可调悬架，配备后盘式制动和LED灯杆。Cyberquad由锂离子电池供电，续航里程可达15英里，最高时速可达10英里，适合8岁以上的用户使用。有关更多产品细节，请访问商店常见问题解答。\n常见问题页面显示了有关Cyberquad的更多详细信息，包括尺寸、充电时间等。\n儿童版Cyberquad尺寸\n47 x 26 x 27英寸\n122磅重\n150磅重量限制\n推荐年龄8岁+\n最高速度10英里/小时\n15英里续航里程","news_type":1},"isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":198514127,"gmtCreate":1620970172169,"gmtModify":1631885598359,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570939692047814","idStr":"3570939692047814"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>完了，回本无望","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>完了，回本无望","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$完了，回本无望","images":[{"img":"https://static.tigerbbs.com/f1b45f5604ae2a658f2f51cd5a1bc002","width":"1125","height":"2001"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/198514127","isVote":1,"tweetType":1,"viewCount":846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":156349631,"gmtCreate":1625198024323,"gmtModify":1631888806217,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570939692047814","idStr":"3570939692047814"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BRQS\">$Borqs Technologies, Inc.(BRQS)$</a>麻鸭","listText":"<a href=\"https://laohu8.com/S/BRQS\">$Borqs Technologies, Inc.(BRQS)$</a>麻鸭","text":"$Borqs Technologies, Inc.(BRQS)$麻鸭","images":[{"img":"https://static.tigerbbs.com/980e6390ddf18b783decf6263908a46c","width":"1125","height":"1601"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/156349631","isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576556173439543","authorId":"3576556173439543","name":"3d","avatar":"https://static.tigerbbs.com/fddc730723f42a6cb324c86faf9f212d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3576556173439543","idStr":"3576556173439543"},"content":"**了，这回我也深套了[流泪]","text":"**了，这回我也深套了[流泪]","html":"**了，这回我也深套了[流泪]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":153466045,"gmtCreate":1625043401187,"gmtModify":1633945517188,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570939692047814","idStr":"3570939692047814"},"themes":[],"htmlText":"Like and comment?","listText":"Like and comment?","text":"Like and comment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/153466045","repostId":"2147889959","repostType":4,"repost":{"id":"2147889959","kind":"highlight","pubTimestamp":1625034582,"share":"https://www.laohu8.com/m/news/2147889959?lang=&edition=full","pubTime":"2021-06-30 14:29","market":"us","language":"zh","title":"巴菲特谈疫情：经济冲击极不均衡，部分行业赚得意外之财","url":"https://stock-news.laohu8.com/highlight/detail?id=2147889959","media":"金十数据","summary":"疫情冲击经济但一部分企业例如汽车经销商获得意外之财，比菲特称最大的教训是社会无法为所有事情提前准备。","content":"<p>美东时间周二（29日），传奇投资者沃伦·巴菲特（Warren Buffett）表示，<b>疫情对经济的冲击“极不均衡”，且疫情不确定性还远未结束。</b>巴菲特认为，<b>疫情也带来了部分机遇，例如汽车经销商在这期间就收获了意外之财。</b></p>\n<p><a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦公司CEO巴菲特周二接受外媒采访时表示，经济影响是极其不平衡的，数十万、乃至数百万小企业受到了可怕伤害，但绝大多数大公司都做得很好。</p>\n<p>巴菲特表示事情还没有结束：</p>\n<blockquote>\n “我的意思是，在不确定性方面……这是不可预测的，但对多数人和多数企业来说，（经济）确实比人们预期的要好。也不能怪他们（过分悲观），疫情几乎毁灭了人们的各种希望。”\n</blockquote>\n<p><b>疫情创造了机遇</b></p>\n<p>周二和巴菲特一起接受采访的伯克希尔哈撒韦公司副董事长芒格（Charlie Munger）表示，对汽车经销商等部分企业来说，疫情甚至还带来了意外之财。</p>\n<p>芒格称：</p>\n<blockquote>\n “他们不仅恢复了正常，甚至创造了意想不到的巨大成功，因为疫情原因，汽车经销商们赚到了意料之外的财富。”\n</blockquote>\n<p>由于疫情导致工厂停工，加上全球半导体短缺问题，汽车生产供应跟不上人们对汽车的巨大需求，这导致汽车制造商和经销商收获了更多利润，汽车甚至在到达经销商处之前就被订购了。</p>\n<p>伯克希尔哈撒韦汽车公司（Berkshire Hathaway Automotive）是美国最大的经销商集团之一，拥有超过78家独立经营的经销商。该集团还拥有BNSF铁路公司，以及私人商务包机和飞机管理公司NetJets。</p>\n<p><b>芒格周二透露他看好<a href=\"https://laohu8.com/S/ZM\">Zoom</a>。</b>之所以看好Zoom，是因为他相信商务旅行不太可能回到疫情前水平。与此同时，他认为，办公室需求将保持在较低水平，许多员工倾向具有灵活性的在家办公。</p>\n<p><b>最大的教训</b></p>\n<p>巴菲特周二表示，他从这场史无前例的疫情中学到的最大教训是，<b>世界对即将发生的紧急情况可能准备不足。</b></p>\n<p>巴菲特认为“社会很难为那些遥远但迟早可能发生的事情做准备”，他说：</p>\n<blockquote>\n “我了解到，人们并不像他们自以为懂的那么多。但你学到的最重要教训是，（类似的）疫情注定会发生，而这次根本不是所能想到的最糟糕的一次。”\n</blockquote>\n<p>在美国，已有超过60万人死于新冠病毒，目前至少92个国家还出现的delta变体。</p>\n<p>巴菲特称：</p>\n<blockquote>\n “我们得知道，还会有另一场疫情。可能有核威胁、化学威胁、生物威胁，现在还有网络威胁，这些都有这种可能。我们做了一些事情，但是……社会似乎不是特别有能力完全应对这些事情。”\n</blockquote>\n<p>巴菲特表示：</p>\n<blockquote>\n “查理和我在很多方面都非常幸运。但最幸运的事情，其实是生活在这个时间和地点。我们要怎么做才能让50年、100年、200年后的人类，享受到无比美好的生活同时，又不把它搞砸？”\n</blockquote>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>巴菲特谈疫情：经济冲击极不均衡，部分行业赚得意外之财</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巴菲特谈疫情：经济冲击极不均衡，部分行业赚得意外之财\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 14:29 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=76898&type=news><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美东时间周二（29日），传奇投资者沃伦·巴菲特（Warren Buffett）表示，疫情对经济的冲击“极不均衡”，且疫情不确定性还远未结束。巴菲特认为，疫情也带来了部分机遇，例如汽车经销商在这期间就收获了意外之财。\n伯克希尔哈撒韦公司CEO巴菲特周二接受外媒采访时表示，经济影响是极其不平衡的，数十万、乃至数百万小企业受到了可怕伤害，但绝大多数大公司都做得很好。\n巴菲特表示事情还没有结束：\n\n “我...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=76898&type=news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/547de4e76c13695ec70bfac56530b60e","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=76898&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147889959","content_text":"美东时间周二（29日），传奇投资者沃伦·巴菲特（Warren Buffett）表示，疫情对经济的冲击“极不均衡”，且疫情不确定性还远未结束。巴菲特认为，疫情也带来了部分机遇，例如汽车经销商在这期间就收获了意外之财。\n伯克希尔哈撒韦公司CEO巴菲特周二接受外媒采访时表示，经济影响是极其不平衡的，数十万、乃至数百万小企业受到了可怕伤害，但绝大多数大公司都做得很好。\n巴菲特表示事情还没有结束：\n\n “我的意思是，在不确定性方面……这是不可预测的，但对多数人和多数企业来说，（经济）确实比人们预期的要好。也不能怪他们（过分悲观），疫情几乎毁灭了人们的各种希望。”\n\n疫情创造了机遇\n周二和巴菲特一起接受采访的伯克希尔哈撒韦公司副董事长芒格（Charlie Munger）表示，对汽车经销商等部分企业来说，疫情甚至还带来了意外之财。\n芒格称：\n\n “他们不仅恢复了正常，甚至创造了意想不到的巨大成功，因为疫情原因，汽车经销商们赚到了意料之外的财富。”\n\n由于疫情导致工厂停工，加上全球半导体短缺问题，汽车生产供应跟不上人们对汽车的巨大需求，这导致汽车制造商和经销商收获了更多利润，汽车甚至在到达经销商处之前就被订购了。\n伯克希尔哈撒韦汽车公司（Berkshire Hathaway Automotive）是美国最大的经销商集团之一，拥有超过78家独立经营的经销商。该集团还拥有BNSF铁路公司，以及私人商务包机和飞机管理公司NetJets。\n芒格周二透露他看好Zoom。之所以看好Zoom，是因为他相信商务旅行不太可能回到疫情前水平。与此同时，他认为，办公室需求将保持在较低水平，许多员工倾向具有灵活性的在家办公。\n最大的教训\n巴菲特周二表示，他从这场史无前例的疫情中学到的最大教训是，世界对即将发生的紧急情况可能准备不足。\n巴菲特认为“社会很难为那些遥远但迟早可能发生的事情做准备”，他说：\n\n “我了解到，人们并不像他们自以为懂的那么多。但你学到的最重要教训是，（类似的）疫情注定会发生，而这次根本不是所能想到的最糟糕的一次。”\n\n在美国，已有超过60万人死于新冠病毒，目前至少92个国家还出现的delta变体。\n巴菲特称：\n\n “我们得知道，还会有另一场疫情。可能有核威胁、化学威胁、生物威胁，现在还有网络威胁，这些都有这种可能。我们做了一些事情，但是……社会似乎不是特别有能力完全应对这些事情。”\n\n巴菲特表示：\n\n “查理和我在很多方面都非常幸运。但最幸运的事情，其实是生活在这个时间和地点。我们要怎么做才能让50年、100年、200年后的人类，享受到无比美好的生活同时，又不把它搞砸？”","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139048833,"gmtCreate":1621578502122,"gmtModify":1634187923008,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570939692047814","idStr":"3570939692047814"},"themes":[],"htmlText":"Like and comment?","listText":"Like and comment?","text":"Like and comment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/139048833","repostId":"1177719742","repostType":4,"repost":{"id":"1177719742","kind":"news","pubTimestamp":1621578207,"share":"https://www.laohu8.com/m/news/1177719742?lang=&edition=full","pubTime":"2021-05-21 14:23","market":"us","language":"en","title":"AirBnB: Better Business Results, but Still Not a Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1177719742","media":"InvestorPlace","summary":"AirBnB stock is down even while results rise over their pre-pandemic levels.AirBnB(NASDAQ:ABNB) stoc","content":"<blockquote><b>AirBnB stock is down even while results rise over their pre-pandemic levels.</b></blockquote><p><b>AirBnB</b>(NASDAQ:<b><u>ABNB</u></b>) stock, which rose fast as the economic reopening approached, has fallen hard lately.</p><p><img src=\"https://static.tigerbbs.com/97eace9b07e1cb6701ab776fe60122b1\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: AngieYeoh / Shutterstock.com</p><p>It’s another example of how Wall Street buys the rumor and sells the news.</p><p>First quarter numbers weren’t bad.&nbsp;Revenue rose 5% and free cash flow came to $487 million. The amount of unearned fees more than doubled to $946 million, meaning more growth is on the way.</p><p>The stock, however, remained on the downward trajectory it has held for three months. It opened for trade May 19 at about $137/share. That’s still a market cap of around $85 billion, on what should be sales of $3.4 billion for the year. But it’s well down from a February high of $219.94.</p><p><b>It Was Too High</b></p><p>I’m high on the ABNB business model. I’ve used the service. I’ve been satisfied. But when I’ve looked at the numbers, soon afterits December IPO&nbsp;and againin April, I haven’t seen a buying opportunity.</p><p>Back in January, for instance, ABNB stock was worth even more than<b>Booking.Com</b>(NASDAQ:<b><u>BKNG</u></b>), the longtime leader in travel reservations. That has since reversed, but Booking is still a better business. It had 2020 revenue of $6.8 billion, it should benefit from a return to travel, and it has a broader product line.</p><p>The travel reservation business looks like a two-horse race, with AirBnB stock and Booking stock miles ahead of rival<b>Expedia</b>(NASDAQ:<b><u>EXPE</u></b>). But look again. Expedia’s revenues were higher than AirBnB’s last year. It has its own home rental arm, called Vrbo, which istaking market sharefrom AirBnB. But EXPE’s value is still under $25 billion. To me that makes it a better value.</p><p><b>Old Problems Return</b></p><p>Booking and Expedia grew up within the old travel ecosystem of planes, hotels, and rental cars. The argument of AirBnB bulls is that this is broken, disrupted by “the people” getting into the business.That’s still the argument.&nbsp;The 31 analysts at Tipranks covering AirBnB stock still have anaverage price target of $181.28.</p><p>But the return of travel also brought back AirBnB’s pre-pandemic problems. Guerilla action is growing against“illegal”AirBnBs let in violation of city ordinances. &nbsp;Tenant groups argue they’re being priced out by one-night rentals and the problem of homelessness is increasing.</p><p>Cities around the world, especially in popular European destinations, aretightening rulesagainst AirBnB. &nbsp;The pressure is likely to increase this year. Many AirBnBs reverted to rental housing during the pandemic, for regular income. Reopening means units will go back to being offered as nightly rentals, stranding the new tenants.</p><p>Small wonder that some traders havelost faithin the AirBnB model, even while CEO Brian Chesky says he’s ready to“conquer a reopened world.”</p><p>But how much of that growth will come from disruption and how much from just cutting costs? Chesky is moving workers out of San Francisco andinto Atlanta, where the rents are lower and the citycelebrates tech tenantsinstead of vilifying them. That’s a hit for profits. The underlying business problems will remain.</p><p><b>ABNB Stock: The Bottom Line</b></p><p>AirBnB should be worth a premium price. It should continue to grow.</p><p>But the premium is too high right now. If I were buying a travel stock it would be Expedia, which trades at about 6 times sales. AirBnB is trading at closer to 20 times sales.</p><p>AirBnB does havemarketing advantages over its rivals. Its brand name is dominant when you’re looking to rent a house for a day or a week. But how much of the travel market will that represent? That’s the question I’m asking as the world emerges from lockdown, blinks its eyes, and looks to travel again.</p><p><i>On the date of publication, Dana Blankenhorn did not have (either directly or indirectly) any positions in the securities mentioned in this article.&nbsp;The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com&nbsp;Publishing Guidelines.</i></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AirBnB: Better Business Results, but Still Not a Buy</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\">\nAirBnB: Better Business Results, but Still Not a Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 14:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/05/airbnb-better-business-results-but-still-not-a-buy/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AirBnB stock is down even while results rise over their pre-pandemic levels.AirBnB(NASDAQ:ABNB) stock, which rose fast as the economic reopening approached, has fallen hard lately.Source: AngieYeoh / ...</p>\n\n<a href=\"https://investorplace.com/2021/05/airbnb-better-business-results-but-still-not-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎"},"source_url":"https://investorplace.com/2021/05/airbnb-better-business-results-but-still-not-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177719742","content_text":"AirBnB stock is down even while results rise over their pre-pandemic levels.AirBnB(NASDAQ:ABNB) stock, which rose fast as the economic reopening approached, has fallen hard lately.Source: AngieYeoh / Shutterstock.comIt’s another example of how Wall Street buys the rumor and sells the news.First quarter numbers weren’t bad. Revenue rose 5% and free cash flow came to $487 million. The amount of unearned fees more than doubled to $946 million, meaning more growth is on the way.The stock, however, remained on the downward trajectory it has held for three months. It opened for trade May 19 at about $137/share. That’s still a market cap of around $85 billion, on what should be sales of $3.4 billion for the year. But it’s well down from a February high of $219.94.It Was Too HighI’m high on the ABNB business model. I’ve used the service. I’ve been satisfied. But when I’ve looked at the numbers, soon afterits December IPO and againin April, I haven’t seen a buying opportunity.Back in January, for instance, ABNB stock was worth even more thanBooking.Com(NASDAQ:BKNG), the longtime leader in travel reservations. That has since reversed, but Booking is still a better business. It had 2020 revenue of $6.8 billion, it should benefit from a return to travel, and it has a broader product line.The travel reservation business looks like a two-horse race, with AirBnB stock and Booking stock miles ahead of rivalExpedia(NASDAQ:EXPE). But look again. Expedia’s revenues were higher than AirBnB’s last year. It has its own home rental arm, called Vrbo, which istaking market sharefrom AirBnB. But EXPE’s value is still under $25 billion. To me that makes it a better value.Old Problems ReturnBooking and Expedia grew up within the old travel ecosystem of planes, hotels, and rental cars. The argument of AirBnB bulls is that this is broken, disrupted by “the people” getting into the business.That’s still the argument. The 31 analysts at Tipranks covering AirBnB stock still have anaverage price target of $181.28.But the return of travel also brought back AirBnB’s pre-pandemic problems. Guerilla action is growing against“illegal”AirBnBs let in violation of city ordinances.  Tenant groups argue they’re being priced out by one-night rentals and the problem of homelessness is increasing.Cities around the world, especially in popular European destinations, aretightening rulesagainst AirBnB.  The pressure is likely to increase this year. Many AirBnBs reverted to rental housing during the pandemic, for regular income. Reopening means units will go back to being offered as nightly rentals, stranding the new tenants.Small wonder that some traders havelost faithin the AirBnB model, even while CEO Brian Chesky says he’s ready to“conquer a reopened world.”But how much of that growth will come from disruption and how much from just cutting costs? Chesky is moving workers out of San Francisco andinto Atlanta, where the rents are lower and the citycelebrates tech tenantsinstead of vilifying them. That’s a hit for profits. The underlying business problems will remain.ABNB Stock: The Bottom LineAirBnB should be worth a premium price. It should continue to grow.But the premium is too high right now. If I were buying a travel stock it would be Expedia, which trades at about 6 times sales. AirBnB is trading at closer to 20 times sales.AirBnB does havemarketing advantages over its rivals. Its brand name is dominant when you’re looking to rent a house for a day or a week. But how much of the travel market will that represent? That’s the question I’m asking as the world emerges from lockdown, blinks its eyes, and looks to travel again.On the date of publication, Dana Blankenhorn did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.","news_type":1},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195809651,"gmtCreate":1621266620873,"gmtModify":1634192899076,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570939692047814","idStr":"3570939692047814"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/195809651","repostId":"2135984810","repostType":4,"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372717032,"gmtCreate":1619242511326,"gmtModify":1634287476256,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570939692047814","idStr":"3570939692047814"},"themes":[],"htmlText":"Why system don't capture my comment?","listText":"Why system don't capture my comment?","text":"Why system don't capture my comment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/372717032","repostId":"1180713929","repostType":4,"repost":{"id":"1180713929","kind":"news","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":1619191972,"share":"https://www.laohu8.com/m/news/1180713929?lang=&edition=full","pubTime":"2021-04-23 23:32","market":"us","language":"en","title":"Why AMD Stock Popped After Intel's Earnings Beat","url":"https://stock-news.laohu8.com/highlight/detail?id=1180713929","media":"Tiger Newspress","summary":"Here's a hint: It's not because Intel reported great news.What happenedShares of rising Intel (NASDA","content":"<p>Here's a hint: It's not because Intel reported great news.</p><p><b>What happened</b></p><p>Shares of rising&nbsp;<b>Intel</b>&nbsp;(NASDAQ:INTC)&nbsp;rival and fellow&nbsp;semiconductors&nbsp;giant&nbsp;<b>Advanced Micro Devices</b>&nbsp;(NASDAQ:AMD)&nbsp;popped in early trading on the Nasdaq Friday, the first day afterIntel's disappointing Q1 2021 earnings report. AMD's shares were up 4.5% as of 11:30 a.m. EDT.</p><p><img src=\"https://static.tigerbbs.com/368e9bc79febd0164dab4a88ffd13c42\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/cf04377bf945cfdaa9a52157bb5560f7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p></p><p><b>So what</b></p><p>Intel, if you haven't heard, actually&nbsp;beat&nbsp;on its Q1 earnings. Despite sales declining 1% year over year, the company managed to report a pro forma profit of $1.39 per share, which was ahead of analyst expectations.</p><p>Regardless, Intel reported a steep 540 basis point decline in its gross margin to 55.2%, and it saw its operating margin cut nearly in half as the company spent heavily to race to catch up to its rivals in advanced computer chips. Analysts at Citigroup commented yesterday that Intel stock appears to be close to its peak valuation and is likely to decline as investors acclimate to the new environment in which Intel is losing, not gaining, market share.</p><p>And the reason this is good news for&nbsp;AMD&nbsp;is that, according to Citi at least, it's AMD that's taking that market share away from Intel.</p><p><b>Now what</b></p><p>So what's an investor to do with all this information?</p><p>At a valuation of just 13.6 times trailing earnings, Intel stock certainly looks like a relative bargain when compared with AMD stock, which trades at 38.4 times earnings. But AMD has acash-rich balance sheet, versus Intel that's carrying $13.5 billion in net debt. And analysts see Intel's earnings growing only 10% annually over the next five years, while AMD is pegged for 29.5% annualized earnings growth, according toS&amp;P Global Market Intelligencedata.</p><p>Intel may&nbsp;look&nbsp;like&nbsp;a value stockright now, but it's AMD that's gotall the momentum.</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>Why AMD Stock Popped After Intel's Earnings Beat</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\">\nWhy AMD Stock Popped After Intel's Earnings Beat\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\">2021-04-23 23:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Here's a hint: It's not because Intel reported great news.</p><p><b>What happened</b></p><p>Shares of rising&nbsp;<b>Intel</b>&nbsp;(NASDAQ:INTC)&nbsp;rival and fellow&nbsp;semiconductors&nbsp;giant&nbsp;<b>Advanced Micro Devices</b>&nbsp;(NASDAQ:AMD)&nbsp;popped in early trading on the Nasdaq Friday, the first day afterIntel's disappointing Q1 2021 earnings report. AMD's shares were up 4.5% as of 11:30 a.m. EDT.</p><p><img src=\"https://static.tigerbbs.com/368e9bc79febd0164dab4a88ffd13c42\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/cf04377bf945cfdaa9a52157bb5560f7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p></p><p><b>So what</b></p><p>Intel, if you haven't heard, actually&nbsp;beat&nbsp;on its Q1 earnings. Despite sales declining 1% year over year, the company managed to report a pro forma profit of $1.39 per share, which was ahead of analyst expectations.</p><p>Regardless, Intel reported a steep 540 basis point decline in its gross margin to 55.2%, and it saw its operating margin cut nearly in half as the company spent heavily to race to catch up to its rivals in advanced computer chips. Analysts at Citigroup commented yesterday that Intel stock appears to be close to its peak valuation and is likely to decline as investors acclimate to the new environment in which Intel is losing, not gaining, market share.</p><p>And the reason this is good news for&nbsp;AMD&nbsp;is that, according to Citi at least, it's AMD that's taking that market share away from Intel.</p><p><b>Now what</b></p><p>So what's an investor to do with all this information?</p><p>At a valuation of just 13.6 times trailing earnings, Intel stock certainly looks like a relative bargain when compared with AMD stock, which trades at 38.4 times earnings. But AMD has acash-rich balance sheet, versus Intel that's carrying $13.5 billion in net debt. And analysts see Intel's earnings growing only 10% annually over the next five years, while AMD is pegged for 29.5% annualized earnings growth, according toS&amp;P Global Market Intelligencedata.</p><p>Intel may&nbsp;look&nbsp;like&nbsp;a value stockright now, but it's AMD that's gotall the momentum.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","AMD":"美国超微公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180713929","content_text":"Here's a hint: It's not because Intel reported great news.What happenedShares of rising Intel (NASDAQ:INTC) rival and fellow semiconductors giant Advanced Micro Devices (NASDAQ:AMD) popped in early trading on the Nasdaq Friday, the first day afterIntel's disappointing Q1 2021 earnings report. AMD's shares were up 4.5% as of 11:30 a.m. EDT.So whatIntel, if you haven't heard, actually beat on its Q1 earnings. Despite sales declining 1% year over year, the company managed to report a pro forma profit of $1.39 per share, which was ahead of analyst expectations.Regardless, Intel reported a steep 540 basis point decline in its gross margin to 55.2%, and it saw its operating margin cut nearly in half as the company spent heavily to race to catch up to its rivals in advanced computer chips. Analysts at Citigroup commented yesterday that Intel stock appears to be close to its peak valuation and is likely to decline as investors acclimate to the new environment in which Intel is losing, not gaining, market share.And the reason this is good news for AMD is that, according to Citi at least, it's AMD that's taking that market share away from Intel.Now whatSo what's an investor to do with all this information?At a valuation of just 13.6 times trailing earnings, Intel stock certainly looks like a relative bargain when compared with AMD stock, which trades at 38.4 times earnings. But AMD has acash-rich balance sheet, versus Intel that's carrying $13.5 billion in net debt. And analysts see Intel's earnings growing only 10% annually over the next five years, while AMD is pegged for 29.5% annualized earnings growth, according toS&P Global Market Intelligencedata.Intel may look like a value stockright now, but it's AMD that's gotall the momentum.","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887067526,"gmtCreate":1631946300965,"gmtModify":1632805136458,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570939692047814","idStr":"3570939692047814"},"themes":[],"htmlText":"Like and comment?","listText":"Like and comment?","text":"Like and comment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/887067526","repostId":"1100031374","repostType":4,"repost":{"id":"1100031374","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631587259,"share":"https://www.laohu8.com/m/news/1100031374?lang=&edition=full","pubTime":"2021-09-14 10:40","market":"sh","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":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891121776,"gmtCreate":1628351689195,"gmtModify":1633751503052,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570939692047814","idStr":"3570939692047814"},"themes":[],"htmlText":"Like and comment?","listText":"Like and comment?","text":"Like and comment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/891121776","repostId":"1136593672","repostType":4,"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":133282260,"gmtCreate":1621754100650,"gmtModify":1634186756959,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570939692047814","idStr":"3570939692047814"},"themes":[],"htmlText":"Like and comment?","listText":"Like and comment?","text":"Like and comment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/133282260","repostId":"2137906121","repostType":4,"repost":{"id":"2137906121","kind":"highlight","pubTimestamp":1621611396,"share":"https://www.laohu8.com/m/news/2137906121?lang=&edition=full","pubTime":"2021-05-21 23:36","market":"us","language":"en","title":"Here Are the 3 Bank Moves Warren Buffett Has Made So Far in 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2137906121","media":"Motley Fool","summary":"Berkshire Hathaway has continued to reduce its stakes in banks.","content":"<p><b>Berkshire Hathaway</b> (NYSE:BRK.A) (NYSE:BRK.B) recently filed its 13F form for the first quarter of 2021, detailing what stock sales and purchases the conglomerate and the legendary investor in charge, Warren Buffett, made during the period. As has been the case for most of the past year, Buffett was active in the financial sector, mostly reducing Berkshire Hathaway's positions in banks. At the company's annual investor day earlier this month, Buffett provided some explanation for all the stock selling he's done in that sector.</p>\n<p>\"I like banks generally,\" he said, \"I just didn't like the proportion we had compared to the possible risk if we got the bad results that so far we haven't gotten.\"</p>\n<p>Let's review the three big changes Buffett and Berkshire Hathaway made to their bank holdings in the first quarter.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2da7d6438277757a73f9e626ebc6fc2\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>1. All but eliminating Wells Fargo</h2>\n<p>Everyone knew it was coming, but Buffett all but made it official last quarter, nearly eliminating his position in his onetime favorite bank, <b>Wells Fargo</b> (NYSE:WFC). Berkshire Hathaway sold 51.7 million shares, dropping its stake to a mere 675,000 shares valued at $26.3 million.</p>\n<p>This essentially ends what was an epic run for the Oracle of Omaha and Wells Fargo. Buffett first purchased shares in the large U.S. bank in 1989, and by 1994, he had acquired more than 13% of its outstanding shares. At the end of the third quarter of 2019, before the pandemic, Buffett's stake, which had a rough original cost basis of just below $9 billion, was worth close to $20 billion. And at <a href=\"https://laohu8.com/S/AONE\">one</a> point back in 2017, it was reportedly worth as much as $29 billion.</p>\n<p>But as the fallout of Wells Fargo's phony accounts scandal and other revelations about its consumer abuses continued to play out, Buffett began to lose faith in the institution and started trimming his position. It looks like Buffett ultimately ended up making much less on his Wells Fargo investment than he could have, considering he sold more than 323 million shares between the end of Q1 2020 and the end of Q1 2021. During that 12-month period, the bank's shares traded from a low of $21.45 to a high of $39.07. At the end of 2019, they traded north of $53.</p>\n<p>The stock closed at $45.73 on Thursday, and many investors still believe Wells Fargo is undervalued these days, trading at 135% tangible book value (equity minus intangible assets and goodwill). Bank valuations have shot up in recent months, and Wells Fargo in particular could see more tailwinds when the Federal Reserve lifts the $1.95 trillion asset cap that the bank has been operating under since 2018.</p>\n<h2>2. Dumping <a href=\"https://laohu8.com/S/SYF\">Synchrony Financial</a></h2>\n<p>Last quarter, Berkshire Hathaway also eliminated its entire stake in the consumer finance credit card company <b>Synchrony Financial&nbsp;</b>(NYSE:SYF), selling its 21.1 million shares. Synchrony uses what it calls a \"partner-centric\" business model under which it teams up with leading retailers and digital brands that promote Synchrony's credit cards. Consumers can get deals on specific purchases by opening Synchrony credit cards, which are often branded under a retailer's name.</p>\n<p>While I wouldn't say I saw this move coming, it doesn't entirely surprise me. Over the last year, Buffett has become even more selective about which banks he wants to own. He seems to be picking a winner or two in each banking industry subcategory -- for instance, he sold his stake in America's largest bank, <b>JPMorgan Chase</b>, and loaded up on America's second-largest bank, <b>Bank of America</b>.</p>\n<p>Considering that Buffett already has a huge position in <b>American <a href=\"https://laohu8.com/S/EXPR\">Express</a></b>, and loves the brand, that is likely going to be his pick for a credit-card-focused holding. Berkshire Hathaway likely made a good profit on that Synchrony investment, though, considering that the stock hit its highest level ever during Q1.</p>\n<h2>3. Trimming U.S. Bancorp again</h2>\n<p>Berkshire Hathaway also sold about 1.45 million shares of <b>U.S. Bancorp</b> (NYSE:USB) in the first quarter -- but it still owns nearly 129.7 million shares. The Oracle of Omaha has sold small quantities of shares of the Minnesota-based regional bank a few times over the last year, and it's a bit unclear why. It does appear that he has made U.S. Bancorp his regional bank pick, though. He sold off his other regional bank holdings, including his stakes in <b>PNC Financial Services Group</b>&nbsp;and&nbsp;<b>M&amp;T Bank</b>, in the fourth quarter of 2020.&nbsp;</p>\n<p>One possible explanation relates to Buffett's well-known desire to keep his stakes in those banks below 10%, so he can avoid the additional reporting requirements that a higher ownership level would trigger. At the end of the first quarter, Buffett owned about 8.7% of U.S. Bancorp's outstanding shares. So his stock sale may have simply been a move to prepare for the bank's planned share repurchases, which should accelerate later this year. Last quarter's adjustment should maintain Berkshire Hathaway's stake at a level comfortably under the 10% threshold, even after U.S. Bancorp's total share count is reduced. </p>\n<p>Overall, I still feel confident that Buffett plans to stick with U.S. Bancorp, although I will continue to watch his moves in upcoming quarters to see if he further reduces his stake in it.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Are the 3 Bank Moves Warren Buffett Has Made So Far in 2021</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\">\nHere Are the 3 Bank Moves Warren Buffett Has Made So Far in 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 23:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/21/here-are-the-3-bank-moves-warren-buffett-has-made/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) recently filed its 13F form for the first quarter of 2021, detailing what stock sales and purchases the conglomerate and the legendary investor in charge, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/21/here-are-the-3-bank-moves-warren-buffett-has-made/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SYF":"Synchrony Financial","USB":"美国合众银行","WFC":"富国银行","BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://www.fool.com/investing/2021/05/21/here-are-the-3-bank-moves-warren-buffett-has-made/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2137906121","content_text":"Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) recently filed its 13F form for the first quarter of 2021, detailing what stock sales and purchases the conglomerate and the legendary investor in charge, Warren Buffett, made during the period. As has been the case for most of the past year, Buffett was active in the financial sector, mostly reducing Berkshire Hathaway's positions in banks. At the company's annual investor day earlier this month, Buffett provided some explanation for all the stock selling he's done in that sector.\n\"I like banks generally,\" he said, \"I just didn't like the proportion we had compared to the possible risk if we got the bad results that so far we haven't gotten.\"\nLet's review the three big changes Buffett and Berkshire Hathaway made to their bank holdings in the first quarter.\nImage source: Getty Images.\n1. All but eliminating Wells Fargo\nEveryone knew it was coming, but Buffett all but made it official last quarter, nearly eliminating his position in his onetime favorite bank, Wells Fargo (NYSE:WFC). Berkshire Hathaway sold 51.7 million shares, dropping its stake to a mere 675,000 shares valued at $26.3 million.\nThis essentially ends what was an epic run for the Oracle of Omaha and Wells Fargo. Buffett first purchased shares in the large U.S. bank in 1989, and by 1994, he had acquired more than 13% of its outstanding shares. At the end of the third quarter of 2019, before the pandemic, Buffett's stake, which had a rough original cost basis of just below $9 billion, was worth close to $20 billion. And at one point back in 2017, it was reportedly worth as much as $29 billion.\nBut as the fallout of Wells Fargo's phony accounts scandal and other revelations about its consumer abuses continued to play out, Buffett began to lose faith in the institution and started trimming his position. It looks like Buffett ultimately ended up making much less on his Wells Fargo investment than he could have, considering he sold more than 323 million shares between the end of Q1 2020 and the end of Q1 2021. During that 12-month period, the bank's shares traded from a low of $21.45 to a high of $39.07. At the end of 2019, they traded north of $53.\nThe stock closed at $45.73 on Thursday, and many investors still believe Wells Fargo is undervalued these days, trading at 135% tangible book value (equity minus intangible assets and goodwill). Bank valuations have shot up in recent months, and Wells Fargo in particular could see more tailwinds when the Federal Reserve lifts the $1.95 trillion asset cap that the bank has been operating under since 2018.\n2. Dumping Synchrony Financial\nLast quarter, Berkshire Hathaway also eliminated its entire stake in the consumer finance credit card company Synchrony Financial (NYSE:SYF), selling its 21.1 million shares. Synchrony uses what it calls a \"partner-centric\" business model under which it teams up with leading retailers and digital brands that promote Synchrony's credit cards. Consumers can get deals on specific purchases by opening Synchrony credit cards, which are often branded under a retailer's name.\nWhile I wouldn't say I saw this move coming, it doesn't entirely surprise me. Over the last year, Buffett has become even more selective about which banks he wants to own. He seems to be picking a winner or two in each banking industry subcategory -- for instance, he sold his stake in America's largest bank, JPMorgan Chase, and loaded up on America's second-largest bank, Bank of America.\nConsidering that Buffett already has a huge position in American Express, and loves the brand, that is likely going to be his pick for a credit-card-focused holding. Berkshire Hathaway likely made a good profit on that Synchrony investment, though, considering that the stock hit its highest level ever during Q1.\n3. Trimming U.S. Bancorp again\nBerkshire Hathaway also sold about 1.45 million shares of U.S. Bancorp (NYSE:USB) in the first quarter -- but it still owns nearly 129.7 million shares. The Oracle of Omaha has sold small quantities of shares of the Minnesota-based regional bank a few times over the last year, and it's a bit unclear why. It does appear that he has made U.S. Bancorp his regional bank pick, though. He sold off his other regional bank holdings, including his stakes in PNC Financial Services Group and M&T Bank, in the fourth quarter of 2020. \nOne possible explanation relates to Buffett's well-known desire to keep his stakes in those banks below 10%, so he can avoid the additional reporting requirements that a higher ownership level would trigger. At the end of the first quarter, Buffett owned about 8.7% of U.S. Bancorp's outstanding shares. So his stock sale may have simply been a move to prepare for the bank's planned share repurchases, which should accelerate later this year. Last quarter's adjustment should maintain Berkshire Hathaway's stake at a level comfortably under the 10% threshold, even after U.S. Bancorp's total share count is reduced. \nOverall, I still feel confident that Buffett plans to stick with U.S. Bancorp, although I will continue to watch his moves in upcoming quarters to see if he further reduces his stake in it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800384076,"gmtCreate":1627278628395,"gmtModify":1633766569192,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570939692047814","idStr":"3570939692047814"},"themes":[],"htmlText":"Like and comment?","listText":"Like and comment?","text":"Like and comment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/800384076","repostId":"2154680953","repostType":4,"repost":{"id":"2154680953","kind":"news","pubTimestamp":1627278363,"share":"https://www.laohu8.com/m/news/2154680953?lang=&edition=full","pubTime":"2021-07-26 13:46","market":"us","language":"zh","title":"上完美股又上港股，蔚来理想小鹏为何折腾？","url":"https://stock-news.laohu8.com/highlight/detail?id=2154680953","media":"深响","summary":"理想也等不及了。今天早晨，据港交所文件，理想汽车通过了港交所上市聆讯，将以双重上市的方式回归港股。\n仅在半个月前，小鹏汽车成为“新造车三杰”中率先成功赴港上市的一位。在港上市仪式上，新任港交所CEO欧","content":"<p>理想也等不及了。今天早晨，据港交所文件，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>通过了港交所上市聆讯，将以双重上市的方式回归港股。</p>\n<p>仅在半个月前，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>成为“新造车三杰”中率先成功赴港上市的一位。在港上市仪式上，新任港交所CEO欧冠升出席，并且<b>把小鹏的上市称为“2018年上市改革所推动的另一个重要里程碑”。</b>而上一个能够被港交所称为里程碑的事件，应该是2019年<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>回港二次上市。</p>\n<p><img src=\"https://static.tigerbbs.com/04c972567275311b326679b66d8b834e\" tg-width=\"1000\" tg-height=\"665\" referrerpolicy=\"no-referrer\"></p>\n<p>小鹏赴港双重上市典礼</p>\n<p>港交所给小鹏戴了这么大一顶帽子，是因为在二次上市大潮之下，小鹏却是三年以来首只在纽约、香港双重上市的中概股，在其示范效应下，港交所希冀会有更多中概股考虑以双重上市的方式回流。</p>\n<p>但这对小鹏来说并不是多么“占便宜”的事儿。<b>相比起二次上市，双重上市制度整体要求会严格许多，流程更加复杂，需要花费更多的时间和成本，且两市场股票无法跨市场流通</b>——事实上，“双重上市”只是小鹏与理想的无奈之选，二者都于2020年赴美上市，因此按照港交所要求（二次上市需在合资格交易所拥有至少两个完整会计年度合规记录），最早只能在2023年提交二次上市申请。</p>\n<p>但小鹏与理想都等不及了。此外，本就符合二次上市要求的<a href=\"https://laohu8.com/S/NIO\">蔚来</a>，已更早一步于3月的第三周就提交了赴港上市的申请，但由于涉及用户信托持股等问题而被推迟。</p>\n<p>距离理想与小鹏前后脚赴美上市仅过去一年，但关于新能源市场的一切，在这一年里以不可思议的速度变化与前进。现在，“蔚小理”统一步调赴港上市——被市场公认为国内造车新势力头部梯队的它们在急什么？三家携手赴港上市背后，新能源车市场又有怎样的暗流在悄然涌动？</p>\n<p><b>不融资，就没钱？</b></p>\n<p>根据去年理想美股上市时披露的招股书，截至2020年Q1结束，其持有的现金、现金等价物以及受限制现金总值为14.3亿人民币，与造车需要的庞大投入相比捉襟见肘。</p>\n<p>时隔一年，“蔚小理”账面上的钱看似多了起来，但对融资的需求却并没有减少。</p>\n<p>先来看看小鹏、理想和蔚来目前账面上的情况。招股书显示，截至2021年4月底，小鹏汽车拥有现金及现金等价物、受限资金约为294亿元，加上此次港股上市可募得的约150亿港元，小鹏汽车的粮食囤得相对比较足。而根据赴港最新的聆讯资料显示，理想汽车的这一数字达到了100亿元。蔚来一季度财报显示，该数字则达到了289亿元。相比起一年前都“富裕”了太多。</p>\n<p>但同时也看看它们的盈利水平。财报显示，2020年，蔚来、小鹏、理想净亏损分别为53.04亿元、27.32亿元、1.52亿元。其中理想汽车在上一季度短暂地实现了盈利，让人看到了它们造血的希望。但好景不长，今年Q1理想又转为亏损，高达3.6亿元。要知道，这一数字超过了去年全年理想亏损的总和。</p>\n<p><b>虽然暂时来看手头宽裕，但“三剑客”实际上仍不具备自我造血能力，简单来说如果只靠企业自己，账面依旧只出不进。</b></p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210726120029011v246zg08fqhrqck\" tg-width=\"720\" tg-height=\"480\" referrerpolicy=\"no-referrer\"></p>\n<p>造车是一门多费钱的生意已经无需赘述，在自己仍无法规模化盈利的情况下，“蔚小理”只能依赖于外部融资。</p>\n<p>值得指出的是，上市并非一个“一次性”的融资手段，IPO后企业可以通过增发等方式在二级市场持续拿钱。美股上市后，蔚来、理想、小鹏都在不断地尝试各种融资手段：</p>\n<p>去年初，蔚来在一个月时间内完成了两次、共计近30亿元的可转债融资；</p>\n<p>去年12月，小鹏增发募资21.6亿美元，为中概股史上最大规模的首次股票增发；</p>\n<p>去年12月，理想增发募资募资13.63亿美元；</p>\n<p>......</p>\n<p>蔚来、理想、小鹏“囤钱”的动作并未随着IPO、毛利转正而停止。有教训在前，蔚来美股上市后仍一度濒临破产，新势力没能实现稳定盈利之前都仍需警惕现金流危机。<b>因此，理想、小鹏在美股上市仅一年后，就抢用双重上市的方式赴港IPO，这透露出它们对融资、对更多的融资渠道的迫切渴求。</b></p>\n<p>结合目前已更加激烈的市场竞争，这种“渴求”更加合理化。</p>\n<p>在2021年上半年以来，新造车这条火热的赛道又拥挤了几分，包括之前的投资人也成了现在的对手。曾经投资过蔚来和小鹏的小米，如今成为了新造车行业中的有力竞争者：雷军亲自挂帅小米汽车，宣布10年投资100亿美元。而2017年1亿美元入股蔚来的<a href=\"https://laohu8.com/S/BIDU\">百度</a>，也在今年2月与<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>合资成立了集度汽车，并宣布将在5年投资500亿元人民币。</p>\n<p>抢钱的人多了，给钱的人少了，更何况是曾经的“金主”带着大量资金亲自下场了，囤钱不能停的“蔚小理”，自然不得不急。</p>\n<p><b>不花钱，就输了？</b></p>\n<p>缺钱一直都是缺的，但随着新能源车市场阶段的不同，钱的用途、流向、价值有所变化。</p>\n<p>去年，蔚来、理想、小鹏齐聚美股，同时多家造车新势力被清洗出局，这标志着以“能否量产”为标准的新造车第一阶段的形成。在一番大浪淘沙之后，存活下来并日渐壮大的头部车企正面临着新一轮激烈的竞争。</p>\n<p><b>而这第二阶段的竞争，落脚在了软件的壁垒、基建的完善、市场的扩张上，这正是驱使着蔚来、小鹏、理想不断囤钱的销金窟。</b></p>\n<p>先来看技术层面，经过了近10年的发展，现在新造车们的比拼已经从“怎么造出车”来到了“怎么造好车”，<b>这要求对网联化、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>化相关的前沿技术进行更多投入。</b>因此，即使跨过了量产这一门槛，新势力们对技术的投入是更多了而不是更少了。</p>\n<p>小鹏在港上市的招股书中显示，此次募集而来的150亿港元中45%的资金（约为67亿港元）都将用在技术研发上。蔚来的一位负责人也表示，接下来几年，蔚来汽车每年也将保持50亿元以上的研发投入。拿今年的数据来看，2021年第一季度，蔚来、理想、小鹏的研发投入分别为6.87亿元、5.15亿元和5.35亿元，研发费用在整体营收中的占比分别为8.61%、14.41%、18.13%。</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210726120045039v246gax5uhg05vr\" tg-width=\"768\" tg-height=\"512\" referrerpolicy=\"no-referrer\"></p>\n<p><b>技术研发之外，随着竞争的加剧，对各家车企的生产效率以及配套的充电桩数量提出了更高的要求。</b></p>\n<p>新造车势力都在积极布局自己的产能基地。据传，理想拟投资 60 亿元，在北京建立生产基地；小鹏注入15亿港元，除提升肇庆工厂的产能之外，还“计划在广州和武汉新建预计年产能均可达100,000辆的智能电动汽车生产基地”。三家中，走代工的蔚来截止目前已向自己的代工厂<a href=\"https://laohu8.com/S/600418\">江淮汽车</a>支付了12亿元，如果想要自建工厂，费用只会更多。</p>\n<p>此外，对于充电桩等新能源“新基建”，各家车企也加大了投入。走换电路线的蔚来计划年底拥有700 座换电站，并以每年 600 座的速度进行新增；小鹏的目标是在2021年底建立超过500座自营的超级充电站，现在这一数字是172座。</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210726120047129v246aggeg37d8rr\" tg-width=\"650\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p>\n<p><b>修炼内功是一方面，随着越来越多的新能源车型上市，随着车企不断向更多市场寻找增量，轰轰烈烈的市场大战已经全方位打响。</b></p>\n<p>比如下沉。小鹏瞄准了下沉市场，据Tech星球消息，今年小鹏将布局更多的三四线城市，如马鞍山、莆田、包头、洛阳、张家口、温州等地。</p>\n<p>比如出海。今年5月6日，蔚来就宣布了自己的“挪威战略”，并在本月向挪威市场运送了计划交付的首批ES8；小鹏也在招股书中表示将拿出5%的资金来用于进军欧洲市场，并已经收到了来自挪威的将近8000万元的贷款。</p>\n<p>再比如门店数量的扩张。根据招股书，小鹏拟拿出约30亿港元，“用于扩大我们的销售、服务和超级充电网络，并提高销售和市场营销人员的技能和服务质量，以便更好地为我们的客户服务。”理想汽车总裁沈亚楠也在今年提出，理想汽车零售店计划在今年达到200家，涵盖100个城市。</p>\n<p><b>做技术、搞基建、抢市场，每一件事儿都需要花钱，并且都不是小数目的钱。</b></p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210726120053224v246f2pfpnh1rqh\" tg-width=\"816\" tg-height=\"538\" referrerpolicy=\"no-referrer\"></p>\n<p>如今，热得发烫的新能源汽车赛道上，有第二梯队如威马、哪吒虎视眈眈，跨界而来的小米、百度、360摩拳擦掌，包括贾老板也开启了回国倒计时。“蔚小理”要巩固优势，就得在技术和市场上做更多持续的投入，尽可能与后来者拉开差距。</p>\n<p>但事实是，新造车以量产为门槛淘汰掉一批玩家后，理想、蔚来、小鹏虽然成为了第一梯队，但无论是在技术的“硬实力”还是市场的“软实力”上，三家之间的差距并没有真正地拉开，尚没有足够王牌的技术或市场优势，也都没有持续的自我造血能力。</p>\n<p><b>不得不承认的是，新造车依旧处于“无论做什么都需要钱”的军备竞赛阶段，即便烧钱烧了这么多年，到今天拼的还是谁的资本更雄厚。</b></p>\n<p><b>不上市，就掉队？</b></p>\n<p>除融资之外，新造车三剑客齐齐赴港上市背后，还有更多因素值得推敲。</p>\n<p>逆水行舟，不进则退。今年拥有二次上市资格的蔚来，无论从企业需求、市场风向、还是管理层所透露的信号来看，赴港上市是板上钉钉的事。在这样的情况下，小鹏和理想只得跟上。</p>\n<p><b>上市所产生的融资、重估、品牌效益等等，会在企业后续发展中持续作用。</b>从事实上看，率先上市的蔚来无论是市值还是营收规模，相比小鹏、理想都略胜一筹；成功在美股上市的“蔚小理”，也确实是造车新势力的头部梯队。而反观目前仍在科创板排长队的威马，已经被人忘记其曾竞争过“新造车TOP3”的位置。</p>\n<p>当然，决定新造车市场排名的原因非常复杂，但IPO确实是重要的影响因素之一。</p>\n<p>尤其是在当下，各家都在技术上砸钱，恨不得“一夜之间”推动智能电动车各项技术上一个台阶，如果理想、小鹏等到2023年才开始谋划二次上市，那么两年间可能在技术以及市场份额上落下的差距或将难以弥补。</p>\n<p><b>此外，现阶段采取双重上市的方式回归港股，除了操作难度较大、监管较严格外，也并非没有自己的优势。</b></p>\n<p>一方面，港股投资人对新造车的认可度较高。“蔚小理”中率先登陆香港的小鹏上市后，获阿里巴巴持股近15%，<a href=\"https://laohu8.com/S/C\">花旗</a>、浦银国际都首次给予小鹏“买入”评级。此外，有报道称知情人士曾表示，理想汽车尽管上市时间不足一年却急于回港募资，主要是因为考虑到当下新能源板块是风口。</p>\n<p>市场这么多钱，板块正当风口，此时不趁机拿钱才是真的“三傻”。</p>\n<p>另一方面，中概股正面临越来越严峻的监管风险。<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>等多家赴美IPO企业被调查、培训机构不得上市等消息，致使中概股在近段时间被“血洗”，这使得在美上市企业回归母国资本市场的意图更加迫切。</p>\n<p>小鹏先行一步，理想赴港上市的靴子也已经落地，蔚来二次上市也只是时间问题。<b>新一轮的融资即将开启，新造车竞争更为激烈和残酷的阶段或许正在拉开帷幕。</b></p>","source":"sx","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>上完美股又上港股，蔚来理想小鹏为何折腾？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n上完美股又上港股，蔚来理想小鹏为何折腾？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 13:46 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/PDwebxEIN3zFg8KZddYKCw><strong>深响</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>理想也等不及了。今天早晨，据港交所文件，理想汽车通过了港交所上市聆讯，将以双重上市的方式回归港股。\n仅在半个月前，小鹏汽车成为“新造车三杰”中率先成功赴港上市的一位。在港上市仪式上，新任港交所CEO欧冠升出席，并且把小鹏的上市称为“2018年上市改革所推动的另一个重要里程碑”。而上一个能够被港交所称为里程碑的事件，应该是2019年阿里巴巴回港二次上市。\n\n小鹏赴港双重上市典礼\n港交所给小鹏戴了这么...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/PDwebxEIN3zFg8KZddYKCw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://fid-75186.picgzc.qpic.cn/20210726120012898v246ncs7jd4w2a2","relate_stocks":{"NIO":"蔚来","09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"source_url":"https://mp.weixin.qq.com/s/PDwebxEIN3zFg8KZddYKCw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154680953","content_text":"理想也等不及了。今天早晨，据港交所文件，理想汽车通过了港交所上市聆讯，将以双重上市的方式回归港股。\n仅在半个月前，小鹏汽车成为“新造车三杰”中率先成功赴港上市的一位。在港上市仪式上，新任港交所CEO欧冠升出席，并且把小鹏的上市称为“2018年上市改革所推动的另一个重要里程碑”。而上一个能够被港交所称为里程碑的事件，应该是2019年阿里巴巴回港二次上市。\n\n小鹏赴港双重上市典礼\n港交所给小鹏戴了这么大一顶帽子，是因为在二次上市大潮之下，小鹏却是三年以来首只在纽约、香港双重上市的中概股，在其示范效应下，港交所希冀会有更多中概股考虑以双重上市的方式回流。\n但这对小鹏来说并不是多么“占便宜”的事儿。相比起二次上市，双重上市制度整体要求会严格许多，流程更加复杂，需要花费更多的时间和成本，且两市场股票无法跨市场流通——事实上，“双重上市”只是小鹏与理想的无奈之选，二者都于2020年赴美上市，因此按照港交所要求（二次上市需在合资格交易所拥有至少两个完整会计年度合规记录），最早只能在2023年提交二次上市申请。\n但小鹏与理想都等不及了。此外，本就符合二次上市要求的蔚来，已更早一步于3月的第三周就提交了赴港上市的申请，但由于涉及用户信托持股等问题而被推迟。\n距离理想与小鹏前后脚赴美上市仅过去一年，但关于新能源市场的一切，在这一年里以不可思议的速度变化与前进。现在，“蔚小理”统一步调赴港上市——被市场公认为国内造车新势力头部梯队的它们在急什么？三家携手赴港上市背后，新能源车市场又有怎样的暗流在悄然涌动？\n不融资，就没钱？\n根据去年理想美股上市时披露的招股书，截至2020年Q1结束，其持有的现金、现金等价物以及受限制现金总值为14.3亿人民币，与造车需要的庞大投入相比捉襟见肘。\n时隔一年，“蔚小理”账面上的钱看似多了起来，但对融资的需求却并没有减少。\n先来看看小鹏、理想和蔚来目前账面上的情况。招股书显示，截至2021年4月底，小鹏汽车拥有现金及现金等价物、受限资金约为294亿元，加上此次港股上市可募得的约150亿港元，小鹏汽车的粮食囤得相对比较足。而根据赴港最新的聆讯资料显示，理想汽车的这一数字达到了100亿元。蔚来一季度财报显示，该数字则达到了289亿元。相比起一年前都“富裕”了太多。\n但同时也看看它们的盈利水平。财报显示，2020年，蔚来、小鹏、理想净亏损分别为53.04亿元、27.32亿元、1.52亿元。其中理想汽车在上一季度短暂地实现了盈利，让人看到了它们造血的希望。但好景不长，今年Q1理想又转为亏损，高达3.6亿元。要知道，这一数字超过了去年全年理想亏损的总和。\n虽然暂时来看手头宽裕，但“三剑客”实际上仍不具备自我造血能力，简单来说如果只靠企业自己，账面依旧只出不进。\n\n造车是一门多费钱的生意已经无需赘述，在自己仍无法规模化盈利的情况下，“蔚小理”只能依赖于外部融资。\n值得指出的是，上市并非一个“一次性”的融资手段，IPO后企业可以通过增发等方式在二级市场持续拿钱。美股上市后，蔚来、理想、小鹏都在不断地尝试各种融资手段：\n去年初，蔚来在一个月时间内完成了两次、共计近30亿元的可转债融资；\n去年12月，小鹏增发募资21.6亿美元，为中概股史上最大规模的首次股票增发；\n去年12月，理想增发募资募资13.63亿美元；\n......\n蔚来、理想、小鹏“囤钱”的动作并未随着IPO、毛利转正而停止。有教训在前，蔚来美股上市后仍一度濒临破产，新势力没能实现稳定盈利之前都仍需警惕现金流危机。因此，理想、小鹏在美股上市仅一年后，就抢用双重上市的方式赴港IPO，这透露出它们对融资、对更多的融资渠道的迫切渴求。\n结合目前已更加激烈的市场竞争，这种“渴求”更加合理化。\n在2021年上半年以来，新造车这条火热的赛道又拥挤了几分，包括之前的投资人也成了现在的对手。曾经投资过蔚来和小鹏的小米，如今成为了新造车行业中的有力竞争者：雷军亲自挂帅小米汽车，宣布10年投资100亿美元。而2017年1亿美元入股蔚来的百度，也在今年2月与吉利汽车合资成立了集度汽车，并宣布将在5年投资500亿元人民币。\n抢钱的人多了，给钱的人少了，更何况是曾经的“金主”带着大量资金亲自下场了，囤钱不能停的“蔚小理”，自然不得不急。\n不花钱，就输了？\n缺钱一直都是缺的，但随着新能源车市场阶段的不同，钱的用途、流向、价值有所变化。\n去年，蔚来、理想、小鹏齐聚美股，同时多家造车新势力被清洗出局，这标志着以“能否量产”为标准的新造车第一阶段的形成。在一番大浪淘沙之后，存活下来并日渐壮大的头部车企正面临着新一轮激烈的竞争。\n而这第二阶段的竞争，落脚在了软件的壁垒、基建的完善、市场的扩张上，这正是驱使着蔚来、小鹏、理想不断囤钱的销金窟。\n先来看技术层面，经过了近10年的发展，现在新造车们的比拼已经从“怎么造出车”来到了“怎么造好车”，这要求对网联化、智能化相关的前沿技术进行更多投入。因此，即使跨过了量产这一门槛，新势力们对技术的投入是更多了而不是更少了。\n小鹏在港上市的招股书中显示，此次募集而来的150亿港元中45%的资金（约为67亿港元）都将用在技术研发上。蔚来的一位负责人也表示，接下来几年，蔚来汽车每年也将保持50亿元以上的研发投入。拿今年的数据来看，2021年第一季度，蔚来、理想、小鹏的研发投入分别为6.87亿元、5.15亿元和5.35亿元，研发费用在整体营收中的占比分别为8.61%、14.41%、18.13%。\n\n技术研发之外，随着竞争的加剧，对各家车企的生产效率以及配套的充电桩数量提出了更高的要求。\n新造车势力都在积极布局自己的产能基地。据传，理想拟投资 60 亿元，在北京建立生产基地；小鹏注入15亿港元，除提升肇庆工厂的产能之外，还“计划在广州和武汉新建预计年产能均可达100,000辆的智能电动汽车生产基地”。三家中，走代工的蔚来截止目前已向自己的代工厂江淮汽车支付了12亿元，如果想要自建工厂，费用只会更多。\n此外，对于充电桩等新能源“新基建”，各家车企也加大了投入。走换电路线的蔚来计划年底拥有700 座换电站，并以每年 600 座的速度进行新增；小鹏的目标是在2021年底建立超过500座自营的超级充电站，现在这一数字是172座。\n\n修炼内功是一方面，随着越来越多的新能源车型上市，随着车企不断向更多市场寻找增量，轰轰烈烈的市场大战已经全方位打响。\n比如下沉。小鹏瞄准了下沉市场，据Tech星球消息，今年小鹏将布局更多的三四线城市，如马鞍山、莆田、包头、洛阳、张家口、温州等地。\n比如出海。今年5月6日，蔚来就宣布了自己的“挪威战略”，并在本月向挪威市场运送了计划交付的首批ES8；小鹏也在招股书中表示将拿出5%的资金来用于进军欧洲市场，并已经收到了来自挪威的将近8000万元的贷款。\n再比如门店数量的扩张。根据招股书，小鹏拟拿出约30亿港元，“用于扩大我们的销售、服务和超级充电网络，并提高销售和市场营销人员的技能和服务质量，以便更好地为我们的客户服务。”理想汽车总裁沈亚楠也在今年提出，理想汽车零售店计划在今年达到200家，涵盖100个城市。\n做技术、搞基建、抢市场，每一件事儿都需要花钱，并且都不是小数目的钱。\n\n如今，热得发烫的新能源汽车赛道上，有第二梯队如威马、哪吒虎视眈眈，跨界而来的小米、百度、360摩拳擦掌，包括贾老板也开启了回国倒计时。“蔚小理”要巩固优势，就得在技术和市场上做更多持续的投入，尽可能与后来者拉开差距。\n但事实是，新造车以量产为门槛淘汰掉一批玩家后，理想、蔚来、小鹏虽然成为了第一梯队，但无论是在技术的“硬实力”还是市场的“软实力”上，三家之间的差距并没有真正地拉开，尚没有足够王牌的技术或市场优势，也都没有持续的自我造血能力。\n不得不承认的是，新造车依旧处于“无论做什么都需要钱”的军备竞赛阶段，即便烧钱烧了这么多年，到今天拼的还是谁的资本更雄厚。\n不上市，就掉队？\n除融资之外，新造车三剑客齐齐赴港上市背后，还有更多因素值得推敲。\n逆水行舟，不进则退。今年拥有二次上市资格的蔚来，无论从企业需求、市场风向、还是管理层所透露的信号来看，赴港上市是板上钉钉的事。在这样的情况下，小鹏和理想只得跟上。\n上市所产生的融资、重估、品牌效益等等，会在企业后续发展中持续作用。从事实上看，率先上市的蔚来无论是市值还是营收规模，相比小鹏、理想都略胜一筹；成功在美股上市的“蔚小理”，也确实是造车新势力的头部梯队。而反观目前仍在科创板排长队的威马，已经被人忘记其曾竞争过“新造车TOP3”的位置。\n当然，决定新造车市场排名的原因非常复杂，但IPO确实是重要的影响因素之一。\n尤其是在当下，各家都在技术上砸钱，恨不得“一夜之间”推动智能电动车各项技术上一个台阶，如果理想、小鹏等到2023年才开始谋划二次上市，那么两年间可能在技术以及市场份额上落下的差距或将难以弥补。\n此外，现阶段采取双重上市的方式回归港股，除了操作难度较大、监管较严格外，也并非没有自己的优势。\n一方面，港股投资人对新造车的认可度较高。“蔚小理”中率先登陆香港的小鹏上市后，获阿里巴巴持股近15%，花旗、浦银国际都首次给予小鹏“买入”评级。此外，有报道称知情人士曾表示，理想汽车尽管上市时间不足一年却急于回港募资，主要是因为考虑到当下新能源板块是风口。\n市场这么多钱，板块正当风口，此时不趁机拿钱才是真的“三傻”。\n另一方面，中概股正面临越来越严峻的监管风险。滴滴等多家赴美IPO企业被调查、培训机构不得上市等消息，致使中概股在近段时间被“血洗”，这使得在美上市企业回归母国资本市场的意图更加迫切。\n小鹏先行一步，理想赴港上市的靴子也已经落地，蔚来二次上市也只是时间问题。新一轮的融资即将开启，新造车竞争更为激烈和残酷的阶段或许正在拉开帷幕。","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189880205,"gmtCreate":1623250926007,"gmtModify":1634035314441,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570939692047814","idStr":"3570939692047814"},"themes":[],"htmlText":"Like and comment?","listText":"Like and comment?","text":"Like and comment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/189880205","repostId":"1166874467","repostType":4,"repost":{"id":"1166874467","kind":"news","pubTimestamp":1623236958,"share":"https://www.laohu8.com/m/news/1166874467?lang=&edition=full","pubTime":"2021-06-09 19:09","market":"us","language":"zh","title":"“妖股”继续上涨？11大机构解析美股","url":"https://stock-news.laohu8.com/highlight/detail?id=1166874467","media":"腾讯新闻","summary":"市场等待新的“催化剂”，密切关注通胀数据\n美国股市几周来一直都在区间交投，道指和标普500指数均距离历史高位不远，投资者正在寻找新的催化剂，等待有关通胀压力的数据。詹姆斯投资公司（James Inve","content":"<p><b>市场等待新的“催化剂”，密切关注通胀数据</b></p>\n<p>美国股市几周来一直都在区间交投，道指和标普500指数均距离历史高位不远，投资者正在寻找新的催化剂，等待有关通胀压力的数据。詹姆斯投资公司（James Investment）总裁兼首席执行官巴里·詹姆斯（Barry James）表示，市场表现得就像一艘帆船，夹在强风和快速流动的水流之间。他在接受电话采访时表示：“我们有顺风顺水——刺激政策、美联储、经济复苏，以及第一季度的盈利表现非常可观——但我认为，有一股潮流正在拖累市场。”他表示，当前的形势包括内部人士大举发行股票和大举抛售股票，以及市场正在发生轮动，从此前推动股市上涨的大型科技股转向其他板块，而这一事态发展从长期来看将是积极的。詹姆斯称：“这股潮流不会一直对我们不利，而今天只是这场冲突中的又一天。”</p>\n<p>定于周四公布的美国5月份消费者物价指数（CPI）报告将成为本周最受关注的数据，此前公布的数据显示，4月份CPI同比上涨4.2%，高于预期，这让市场感到不安。JFD Group高级市场分析师查拉兰博斯·皮苏罗斯（Charalumbers PisSouros）在一份报告中表示：“在我们看来，潜在通胀压力也在上升这一事实，令人怀疑整体通胀飙升是否像美联储最初所说的那样，是由暂时性因素造成的。现在，随着几位政策制定者表示，他们需要在即将到来的会议上开始讨论政策正常化的问题，消费者物价的进一步加速上升可能会增加联邦公开市场委员会（FOMC）会比之前认为的更早采取行动的猜测，从而导致股票和其他与风险相关的资产回落。”</p>\n<p>分析师和交易员表示，市场近期波动的背后是交易量不温不火，也没有强劲的催化剂推动股市上涨。尽管通胀仍是许多交易员关注的头等大事，但在强劲的第一季度财报季之后，以及有迹象表明美国经济正在恢复正常的情况下，许多交易员仍抱有希望。许多人都表示，他们正在等待将于周四公布的最新消费者价格数据。LPL Financial的首席市场策略师瑞安·德特里克（Ryan Detrick）表示：“总体而言，市场显然还在徘徊……股市正徘徊在历史高位附近。现在，只需要下一位‘司机’把我们送到那里而已。”</p>\n<p>投资咨询公司Verdence Capital Advisors的投资组合策略总监梅根·霍内曼（Megan Horneman）表示：“市场在某种程度上陷入了夏季的淡季，我们将一周接一周地经历人们等待最新经济数据报告的时期。新冠病毒大流行及其后果仍在扭曲经济，工厂仍在提高产量，但随着人们从大流行中走出来，生产速度根本不足以满足人们对各种商品的需求。这导致从食品到家庭主食的各种商品的价格都在上涨。现在的问题是，太多的消费者购买的商品太少了。”</p>\n<p>由于对通胀感到担忧，美股市场近几周的走势有所缓和。投资者表示，他们正在适应一段时间的震荡交易，同时等待消费者物价大幅上涨是否会被证明是昙花一现的新线索。加拿大帝国商业银行私人财富管理公司（CIBC Private Wealth Management）首席投资官戴维·多纳贝迪安（David Donabedian）表示：“债券市场和股市将不断进行内部检查，以确定通胀是暂时的，还是正在转变为永久性的更高通胀。我仍旧认为标普500指数年底走高的概率高于50%，但我认为下半年的波动性将大于回报。”他还补充称：“你开始看到一些数据表明，虽然高通胀可能是暂时的，但‘暂时性’这个词所暗示的时间范围正在变长。如果通胀数据在未来六到九个月内持续偏高，那么美联储将不得不澄清所谓的‘暂时性’是什么意思。”</p>\n<p><b>经济增长稳健，通胀忧虑或被夸大</b></p>\n<p>有些策略师表示，投资者对通胀和税制改革等重大问题的担忧可能被夸大了，稳健的经济增长背景可能有助于抵消其中一些不利因素。蒙特利尔银行全球资产管理公司（BMO Global Asset Management）的策略师乔恩·亚当斯（Jon Adams）表示：“考虑到通胀担忧和不断增加的税收环境，我们认为投资者在前景方面变得有点过于悲观。在非常有利的政策环境、经济走强和非常强劲的盈利势头的背景下，随着我们迈向下半年，股市确实有上涨的兆头。我们真的更愿意让投资者倾向于投资价值股和小盘股，认为这些股票领域在不断上升的通胀时期表现良好。我们认为，股市是防范潜在通胀上升的一种很好的对冲工具，而鉴于过去一周左右的头条新闻，我们并不那么担心公司税环境。”</p>\n<p>美国股市周二大体上小幅走高，大型科技股FAANG（社交网络巨头Facebook、苹果、亚马逊、流媒体视频服务提供商奈飞和谷歌母公司Alphabet）领涨，原因是通胀下降的前景使其长期收益更有价值。另类交易平台Liquident的Alpha交易主管西蒙·莫恩（Simon Maughan）表示：“我们看到，FAANG正在悄然回归，原因是人们选择相信有关通胀是暂时性的说法。”</p>\n<p>周二公布的经济数据显示，4月份美国的职位空缺数量飙升至创纪录高位。在经济全面复苏的背景下，职位空缺数量达到了930万个。摩根大通的策略师丹尼尔·西尔弗（Daniel Silver）在一份报告中表示：“最近职位空缺的激增表明，公司很难填补职位空缺，而这份数据中报告的辞职人数也大幅上升，这表明员工能够找到新职位，或者对找到新职位的能力充满信心。这两个因素都表明企业有必要提高工资，而我们最近看到各种相关措施有所增加。”</p>\n<p>总部设在华盛顿州瓦拉瓦拉的投资公司Baker Boyer的首席投资官约翰·坎尼森（John Cunnison）周二表示，他预计通胀是暂时的，因为它与经济重新开放有关。尽管如此，坎尼森补充称，他通过增加对金属和矿业等自然资源类股的敞口，同时增加对价值股的敞口，在一定程度上对冲了不断上升的通胀对其投资组合的影响。</p>\n<p><b>美债收益率下降，抱团股继续上涨</b></p>\n<p>Clover Health Investments股价大涨，成为了这一波散户交易热潮中的“抱团股”新宠。这家查马斯·帕里哈皮蒂亚( Chamath Palihapitiya) 支持的健康保险公司的股价在周一上涨32%后，周二再度飙升86%，创下历史最大涨幅。金融分析公司S3 Partners的数据显示，该公司的的空头权益占流通股的比例约为42%。Jones Trading首席市场策略师迈克尔·奥鲁尔克（Michael O'Rourke）表示：“社交媒体的网络效应的力量正在吸引更多人参与进来，因此他们开始开阔眼界，寻找其他空头净额比率很高的公司，诸如此类。”</p>\n<p>周二，美国国债收益率下滑，而这被视为对科技股和其他与增长相关的股票的利好消息。根据财经信息供应商FactSet的数据，10年期美国国债收益率下跌至1.53%左右。宾夕法尼亚互惠资产管理公司（Penn Mutual Asset Management）的首席投资官马克·赫彭斯托尔（Mark Heppenstall）周二在接受电话采访时表示：“今天唯一影响到股市估值的问题就是利率水平。”他说道，从“几乎任何其他指标来看，股票估值看起来都已经变得过高。”他补充说，10年期美国国债收益率的低位“从通胀情况来看有点令人费解”。该公司的年中展望报告显示，预计未来12个月10年期美国国债收益率将升至2%。“我们现在需要一个催化剂来大幅推动市场。”赫彭斯托尔说道。“这需要一些意想不到的东西。”</p>","source":"TXXW","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>“妖股”继续上涨？11大机构解析美股</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“妖股”继续上涨？11大机构解析美股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-09 19:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/SOTkiIO_eQJbQGq8tGxyfQ><strong>腾讯新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>市场等待新的“催化剂”，密切关注通胀数据\n美国股市几周来一直都在区间交投，道指和标普500指数均距离历史高位不远，投资者正在寻找新的催化剂，等待有关通胀压力的数据。詹姆斯投资公司（James Investment）总裁兼首席执行官巴里·詹姆斯（Barry James）表示，市场表现得就像一艘帆船，夹在强风和快速流动的水流之间。他在接受电话采访时表示：“我们有顺风顺水——刺激政策、美联储、经济复苏，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/SOTkiIO_eQJbQGq8tGxyfQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/96819b78df36696eeccbf03ebd7c466d","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s/SOTkiIO_eQJbQGq8tGxyfQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166874467","content_text":"市场等待新的“催化剂”，密切关注通胀数据\n美国股市几周来一直都在区间交投，道指和标普500指数均距离历史高位不远，投资者正在寻找新的催化剂，等待有关通胀压力的数据。詹姆斯投资公司（James Investment）总裁兼首席执行官巴里·詹姆斯（Barry James）表示，市场表现得就像一艘帆船，夹在强风和快速流动的水流之间。他在接受电话采访时表示：“我们有顺风顺水——刺激政策、美联储、经济复苏，以及第一季度的盈利表现非常可观——但我认为，有一股潮流正在拖累市场。”他表示，当前的形势包括内部人士大举发行股票和大举抛售股票，以及市场正在发生轮动，从此前推动股市上涨的大型科技股转向其他板块，而这一事态发展从长期来看将是积极的。詹姆斯称：“这股潮流不会一直对我们不利，而今天只是这场冲突中的又一天。”\n定于周四公布的美国5月份消费者物价指数（CPI）报告将成为本周最受关注的数据，此前公布的数据显示，4月份CPI同比上涨4.2%，高于预期，这让市场感到不安。JFD Group高级市场分析师查拉兰博斯·皮苏罗斯（Charalumbers PisSouros）在一份报告中表示：“在我们看来，潜在通胀压力也在上升这一事实，令人怀疑整体通胀飙升是否像美联储最初所说的那样，是由暂时性因素造成的。现在，随着几位政策制定者表示，他们需要在即将到来的会议上开始讨论政策正常化的问题，消费者物价的进一步加速上升可能会增加联邦公开市场委员会（FOMC）会比之前认为的更早采取行动的猜测，从而导致股票和其他与风险相关的资产回落。”\n分析师和交易员表示，市场近期波动的背后是交易量不温不火，也没有强劲的催化剂推动股市上涨。尽管通胀仍是许多交易员关注的头等大事，但在强劲的第一季度财报季之后，以及有迹象表明美国经济正在恢复正常的情况下，许多交易员仍抱有希望。许多人都表示，他们正在等待将于周四公布的最新消费者价格数据。LPL Financial的首席市场策略师瑞安·德特里克（Ryan Detrick）表示：“总体而言，市场显然还在徘徊……股市正徘徊在历史高位附近。现在，只需要下一位‘司机’把我们送到那里而已。”\n投资咨询公司Verdence Capital Advisors的投资组合策略总监梅根·霍内曼（Megan Horneman）表示：“市场在某种程度上陷入了夏季的淡季，我们将一周接一周地经历人们等待最新经济数据报告的时期。新冠病毒大流行及其后果仍在扭曲经济，工厂仍在提高产量，但随着人们从大流行中走出来，生产速度根本不足以满足人们对各种商品的需求。这导致从食品到家庭主食的各种商品的价格都在上涨。现在的问题是，太多的消费者购买的商品太少了。”\n由于对通胀感到担忧，美股市场近几周的走势有所缓和。投资者表示，他们正在适应一段时间的震荡交易，同时等待消费者物价大幅上涨是否会被证明是昙花一现的新线索。加拿大帝国商业银行私人财富管理公司（CIBC Private Wealth Management）首席投资官戴维·多纳贝迪安（David Donabedian）表示：“债券市场和股市将不断进行内部检查，以确定通胀是暂时的，还是正在转变为永久性的更高通胀。我仍旧认为标普500指数年底走高的概率高于50%，但我认为下半年的波动性将大于回报。”他还补充称：“你开始看到一些数据表明，虽然高通胀可能是暂时的，但‘暂时性’这个词所暗示的时间范围正在变长。如果通胀数据在未来六到九个月内持续偏高，那么美联储将不得不澄清所谓的‘暂时性’是什么意思。”\n经济增长稳健，通胀忧虑或被夸大\n有些策略师表示，投资者对通胀和税制改革等重大问题的担忧可能被夸大了，稳健的经济增长背景可能有助于抵消其中一些不利因素。蒙特利尔银行全球资产管理公司（BMO Global Asset Management）的策略师乔恩·亚当斯（Jon Adams）表示：“考虑到通胀担忧和不断增加的税收环境，我们认为投资者在前景方面变得有点过于悲观。在非常有利的政策环境、经济走强和非常强劲的盈利势头的背景下，随着我们迈向下半年，股市确实有上涨的兆头。我们真的更愿意让投资者倾向于投资价值股和小盘股，认为这些股票领域在不断上升的通胀时期表现良好。我们认为，股市是防范潜在通胀上升的一种很好的对冲工具，而鉴于过去一周左右的头条新闻，我们并不那么担心公司税环境。”\n美国股市周二大体上小幅走高，大型科技股FAANG（社交网络巨头Facebook、苹果、亚马逊、流媒体视频服务提供商奈飞和谷歌母公司Alphabet）领涨，原因是通胀下降的前景使其长期收益更有价值。另类交易平台Liquident的Alpha交易主管西蒙·莫恩（Simon Maughan）表示：“我们看到，FAANG正在悄然回归，原因是人们选择相信有关通胀是暂时性的说法。”\n周二公布的经济数据显示，4月份美国的职位空缺数量飙升至创纪录高位。在经济全面复苏的背景下，职位空缺数量达到了930万个。摩根大通的策略师丹尼尔·西尔弗（Daniel Silver）在一份报告中表示：“最近职位空缺的激增表明，公司很难填补职位空缺，而这份数据中报告的辞职人数也大幅上升，这表明员工能够找到新职位，或者对找到新职位的能力充满信心。这两个因素都表明企业有必要提高工资，而我们最近看到各种相关措施有所增加。”\n总部设在华盛顿州瓦拉瓦拉的投资公司Baker Boyer的首席投资官约翰·坎尼森（John Cunnison）周二表示，他预计通胀是暂时的，因为它与经济重新开放有关。尽管如此，坎尼森补充称，他通过增加对金属和矿业等自然资源类股的敞口，同时增加对价值股的敞口，在一定程度上对冲了不断上升的通胀对其投资组合的影响。\n美债收益率下降，抱团股继续上涨\nClover Health Investments股价大涨，成为了这一波散户交易热潮中的“抱团股”新宠。这家查马斯·帕里哈皮蒂亚( Chamath Palihapitiya) 支持的健康保险公司的股价在周一上涨32%后，周二再度飙升86%，创下历史最大涨幅。金融分析公司S3 Partners的数据显示，该公司的的空头权益占流通股的比例约为42%。Jones Trading首席市场策略师迈克尔·奥鲁尔克（Michael O'Rourke）表示：“社交媒体的网络效应的力量正在吸引更多人参与进来，因此他们开始开阔眼界，寻找其他空头净额比率很高的公司，诸如此类。”\n周二，美国国债收益率下滑，而这被视为对科技股和其他与增长相关的股票的利好消息。根据财经信息供应商FactSet的数据，10年期美国国债收益率下跌至1.53%左右。宾夕法尼亚互惠资产管理公司（Penn Mutual Asset Management）的首席投资官马克·赫彭斯托尔（Mark Heppenstall）周二在接受电话采访时表示：“今天唯一影响到股市估值的问题就是利率水平。”他说道，从“几乎任何其他指标来看，股票估值看起来都已经变得过高。”他补充说，10年期美国国债收益率的低位“从通胀情况来看有点令人费解”。该公司的年中展望报告显示，预计未来12个月10年期美国国债收益率将升至2%。“我们现在需要一个催化剂来大幅推动市场。”赫彭斯托尔说道。“这需要一些意想不到的东西。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195499784,"gmtCreate":1621305578348,"gmtModify":1631885616651,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570939692047814","idStr":"3570939692047814"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a>今天如何？","listText":"<a href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a>今天如何？","text":"$Roblox Corporation(RBLX)$今天如何？","images":[{"img":"https://static.tigerbbs.com/db419c40df435ada18f8fcbbe4952177","width":"1125","height":"1835"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/195499784","isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":374738484,"gmtCreate":1619480713848,"gmtModify":1634273158161,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570939692047814","idStr":"3570939692047814"},"themes":[],"htmlText":"Wow and like and comment pls","listText":"Wow and like and comment pls","text":"Wow and like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/374738484","repostId":"1190086074","repostType":4,"repost":{"id":"1190086074","kind":"news","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":1619480390,"share":"https://www.laohu8.com/m/news/1190086074?lang=&edition=full","pubTime":"2021-04-27 07:39","market":"us","language":"en","title":"Tesla posts record net income of $438 million, revenue surges by 74%","url":"https://stock-news.laohu8.com/highlight/detail?id=1190086074","media":"Tiger Newspress","summary":"Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be deliv","content":"<p><b>KEY POINTS</b></p><ul><li>Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.</li><li>In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”</li><li>On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.</li></ul><p>Tesla&nbsp;reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.</p><p><img src=\"https://static.tigerbbs.com/fec5c52f391c1077b749edc13b7b3417\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p>Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:</p><ul><li><b>Earnings:</b>93 cents per share vs. 79 cents per share expected</li><li><b>Revenue:</b>$10.39 billion vs. $10.29 billion expected, up 74% from a year ago</li></ul><p>Net profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from&nbsp;sales of bitcoin&nbsp;during the quarter.</p><p><img src=\"https://static.tigerbbs.com/107ab1e725bed375ea106bdf3024ec6a\" tg-width=\"1910\" tg-height=\"1097\" referrerpolicy=\"no-referrer\"></p><p>CEO Elon Musk’s electric vehicle business reported in the first quarter&nbsp;vehicle deliveries of 184,800&nbsp;Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.</p><p>On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.</p><p>In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.</p><p>Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.</p><p>The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.</p><p>The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.</p><p>Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.</p><p>It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.</p><p>Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.</p><p>Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some&nbsp;vexed customers.</p><p>Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.</p><p>Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.</p><p>Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.</p><p>The company revealed in February it purchased&nbsp;$1.5 billion in bitcoin&nbsp;and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.</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>Tesla posts record net income of $438 million, revenue surges by 74%</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\">\nTesla posts record net income of $438 million, revenue surges by 74%\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\">2021-04-27 07:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>KEY POINTS</b></p><ul><li>Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.</li><li>In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”</li><li>On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.</li></ul><p>Tesla&nbsp;reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.</p><p><img src=\"https://static.tigerbbs.com/fec5c52f391c1077b749edc13b7b3417\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p>Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:</p><ul><li><b>Earnings:</b>93 cents per share vs. 79 cents per share expected</li><li><b>Revenue:</b>$10.39 billion vs. $10.29 billion expected, up 74% from a year ago</li></ul><p>Net profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from&nbsp;sales of bitcoin&nbsp;during the quarter.</p><p><img src=\"https://static.tigerbbs.com/107ab1e725bed375ea106bdf3024ec6a\" tg-width=\"1910\" tg-height=\"1097\" referrerpolicy=\"no-referrer\"></p><p>CEO Elon Musk’s electric vehicle business reported in the first quarter&nbsp;vehicle deliveries of 184,800&nbsp;Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.</p><p>On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.</p><p>In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.</p><p>Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.</p><p>The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.</p><p>The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.</p><p>Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.</p><p>It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.</p><p>Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.</p><p>Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some&nbsp;vexed customers.</p><p>Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.</p><p>Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.</p><p>Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.</p><p>The company revealed in February it purchased&nbsp;$1.5 billion in bitcoin&nbsp;and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190086074","content_text":"KEY POINTSTesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.Tesla reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:Earnings:93 cents per share vs. 79 cents per share expectedRevenue:$10.39 billion vs. $10.29 billion expected, up 74% from a year agoNet profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from sales of bitcoin during the quarter.CEO Elon Musk’s electric vehicle business reported in the first quarter vehicle deliveries of 184,800 Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some vexed customers.Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.The company revealed in February it purchased $1.5 billion in bitcoin and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884381744,"gmtCreate":1631856992988,"gmtModify":1631891129165,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570939692047814","idStr":"3570939692047814"},"themes":[],"htmlText":"Like and comment?","listText":"Like and comment?","text":"Like and comment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/884381744","repostId":"1100031374","repostType":4,"repost":{"id":"1100031374","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631587259,"share":"https://www.laohu8.com/m/news/1100031374?lang=&edition=full","pubTime":"2021-09-14 10:40","market":"sh","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":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888926866,"gmtCreate":1631424602755,"gmtModify":1631888613082,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570939692047814","idStr":"3570939692047814"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SY\">$新氧(SY)$</a>Made","listText":"<a href=\"https://laohu8.com/S/SY\">$新氧(SY)$</a>Made","text":"$新氧(SY)$Made","images":[{"img":"https://static.tigerbbs.com/9ee395f279ea0aca05d90e28ed6adf6e","width":"1125","height":"1601"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/888926866","isVote":1,"tweetType":1,"viewCount":695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":894552467,"gmtCreate":1628842386559,"gmtModify":1633689062307,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570939692047814","idStr":"3570939692047814"},"themes":[],"htmlText":"Like and comment?","listText":"Like and comment?","text":"Like and comment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/894552467","repostId":"1138393223","repostType":4,"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171417643,"gmtCreate":1626756079682,"gmtModify":1631888613103,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570939692047814","idStr":"3570939692047814"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SY\">$新氧(SY)$</a>几时到头","listText":"<a href=\"https://laohu8.com/S/SY\">$新氧(SY)$</a>几时到头","text":"$新氧(SY)$几时到头","images":[{"img":"https://static.tigerbbs.com/ed0eb6fbcb37608a25b98341bff920cb","width":"1125","height":"1601"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/171417643","isVote":1,"tweetType":1,"viewCount":1083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":137589031,"gmtCreate":1622361869423,"gmtModify":1634102028592,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570939692047814","idStr":"3570939692047814"},"themes":[],"htmlText":"Like and comment?","listText":"Like and comment?","text":"Like and comment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/137589031","repostId":"1173472838","repostType":4,"isVote":1,"tweetType":1,"viewCount":5,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":133285854,"gmtCreate":1621754132478,"gmtModify":1634186756239,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570939692047814","idStr":"3570939692047814"},"themes":[],"htmlText":"Like and comment?","listText":"Like and comment?","text":"Like and comment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/133285854","repostId":"2137907575","repostType":4,"repost":{"id":"2137907575","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1621610772,"share":"https://www.laohu8.com/m/news/2137907575?lang=&edition=full","pubTime":"2021-05-21 23:26","market":"us","language":"en","title":"U.S. Congress to hold hearing on SPACs, ramping up scrutiny","url":"https://stock-news.laohu8.com/highlight/detail?id=2137907575","media":"Reuters","summary":"WASHINGTON, May 21 (Reuters) - U.S. lawmakers are ramping up scrutiny of special purpose acquisition","content":"<p>WASHINGTON, May 21 (Reuters) - U.S. lawmakers are ramping up scrutiny of special purpose acquisition companies, or SPACs, with a hearing set for Monday as they consider legislation aimed at curbing liability protections for the industry.</p>\n<p>The U.S. Securities and Exchange Commission <a href=\"https://laohu8.com/S/SEC.UK\">$(SEC.UK)$</a> has heightened its focus on SPACs in recent months through a series of public statements, new guidance and a Wall Street bank inquiry led by the agency's enforcement team. Republican Senator John Kennedy from Louisiana last month introduced a bill aimed at boosting transparency for investors in SPACs.</p>\n<p>SPACs are shell companies that raise money via a listing to acquire a private company with the purpose of taking it public, sidestepping a traditional initial public offering <a href=\"https://laohu8.com/S/IPO.UK\">$(IPO.UK)$</a> process. Critics say banks and SPAC sponsors have reaped big payoffs at a cost to later-stage investors.</p>\n<p>Monday's hearing in a House Financial Services subcommittee is aimed at SPACs, direct listings and IPOs, according to a hearing notice published on May 19. The House is considering legislation that would redefine \"blank check company\" from a key 1995 law to include special purpose acquisition companies, according to the notice.</p>\n<p>The law created a safe harbor that protects listed companies from shareholder litigation provided forward-looking statements are made in good faith, identified as such and couched in cautionary language.</p>\n<p>The safe harbor does not protect IPOs or certain blank check companies, but sponsors have generally operated on the basis that it does apply to SPAC deals, and have leaned on it heavily to issue growth projections. The SEC has been mulling guidance that would curb these projections, Reuters reported earlier this month.</p>\n<p>The prospects for the bill to become law are unclear, but it signals growing Congressional attention on the industry.</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>U.S. Congress to hold hearing on SPACs, ramping up scrutiny</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\">\nU.S. Congress to hold hearing on SPACs, ramping up scrutiny\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-05-21 23:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>WASHINGTON, May 21 (Reuters) - U.S. lawmakers are ramping up scrutiny of special purpose acquisition companies, or SPACs, with a hearing set for Monday as they consider legislation aimed at curbing liability protections for the industry.</p>\n<p>The U.S. Securities and Exchange Commission <a href=\"https://laohu8.com/S/SEC.UK\">$(SEC.UK)$</a> has heightened its focus on SPACs in recent months through a series of public statements, new guidance and a Wall Street bank inquiry led by the agency's enforcement team. Republican Senator John Kennedy from Louisiana last month introduced a bill aimed at boosting transparency for investors in SPACs.</p>\n<p>SPACs are shell companies that raise money via a listing to acquire a private company with the purpose of taking it public, sidestepping a traditional initial public offering <a href=\"https://laohu8.com/S/IPO.UK\">$(IPO.UK)$</a> process. Critics say banks and SPAC sponsors have reaped big payoffs at a cost to later-stage investors.</p>\n<p>Monday's hearing in a House Financial Services subcommittee is aimed at SPACs, direct listings and IPOs, according to a hearing notice published on May 19. The House is considering legislation that would redefine \"blank check company\" from a key 1995 law to include special purpose acquisition companies, according to the notice.</p>\n<p>The law created a safe harbor that protects listed companies from shareholder litigation provided forward-looking statements are made in good faith, identified as such and couched in cautionary language.</p>\n<p>The safe harbor does not protect IPOs or certain blank check companies, but sponsors have generally operated on the basis that it does apply to SPAC deals, and have leaned on it heavily to issue growth projections. The SEC has been mulling guidance that would curb these projections, Reuters reported earlier this month.</p>\n<p>The prospects for the bill to become law are unclear, but it signals growing Congressional attention on the industry.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2137907575","content_text":"WASHINGTON, May 21 (Reuters) - U.S. lawmakers are ramping up scrutiny of special purpose acquisition companies, or SPACs, with a hearing set for Monday as they consider legislation aimed at curbing liability protections for the industry.\nThe U.S. Securities and Exchange Commission $(SEC.UK)$ has heightened its focus on SPACs in recent months through a series of public statements, new guidance and a Wall Street bank inquiry led by the agency's enforcement team. Republican Senator John Kennedy from Louisiana last month introduced a bill aimed at boosting transparency for investors in SPACs.\nSPACs are shell companies that raise money via a listing to acquire a private company with the purpose of taking it public, sidestepping a traditional initial public offering $(IPO.UK)$ process. Critics say banks and SPAC sponsors have reaped big payoffs at a cost to later-stage investors.\nMonday's hearing in a House Financial Services subcommittee is aimed at SPACs, direct listings and IPOs, according to a hearing notice published on May 19. The House is considering legislation that would redefine \"blank check company\" from a key 1995 law to include special purpose acquisition companies, according to the notice.\nThe law created a safe harbor that protects listed companies from shareholder litigation provided forward-looking statements are made in good faith, identified as such and couched in cautionary language.\nThe safe harbor does not protect IPOs or certain blank check companies, but sponsors have generally operated on the basis that it does apply to SPAC deals, and have leaned on it heavily to issue growth projections. The SEC has been mulling guidance that would curb these projections, Reuters reported earlier this month.\nThe prospects for the bill to become law are unclear, but it signals growing Congressional attention on the industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198590566,"gmtCreate":1620967512255,"gmtModify":1634194882947,"author":{"id":"3570939692047814","authorId":"3570939692047814","name":"CYau","avatar":"https://static.tigerbbs.com/5a2e95f0892ea42f2c8b533a3c4db200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570939692047814","idStr":"3570939692047814"},"themes":[],"htmlText":"Comment and like?","listText":"Comment and like?","text":"Comment and like?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/198590566","repostId":"1129126046","repostType":4,"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}