双重喜庆嘿安逸的个人主页 - 老虎社区

双重喜庆嘿安逸

双重喜庆嘿安逸

暂无个人介绍

IP属地：0

17关注

2粉丝

1主题

0勋章

双重喜庆嘿安逸

05-18

$融创中国(01918)$ 下周继续飙涨，买少了

双重喜庆嘿安逸

2022-08-04

该拉AMC院线了

每日优鲜盘前暴力拉升，涨幅超156%

双重喜庆嘿安逸

2022-08-03

.都没敢去申购[流泪]

“妖股”尚乘数科来历几何？泡沫有多大？

双重喜庆嘿安逸

2021-12-28

$恒大汽车(00708)$带带恒大物业吧

双重喜庆嘿安逸

2021-12-06

$恒大物业(06666)$股灾？？？

双重喜庆嘿安逸

2021-11-26

$创梦天地(01119)$居然成妖了

双重喜庆嘿安逸

2021-11-25

$恒大汽车(00708)$你是恒大系里涨得最好的

双重喜庆嘿安逸

2021-11-10

$恒大物业(06666)$等你翻倍我再考虑出不出

双重喜庆嘿安逸

2021-10-22

$奈雪的茶(02150)$该反弹了，都腰斩了

双重喜庆嘿安逸

2021-10-22

$快手-W(01024)$一卖就涨！

双重喜庆嘿安逸

2021-10-15

$奈雪的茶(02150)$太**了！！

双重喜庆嘿安逸

2021-10-11

$奈雪的茶(02150)$严重拖后腿！

双重喜庆嘿安逸

2021-10-11

越罚越涨！[笑哭]

双重喜庆嘿安逸

2021-10-07

$中粮家佳康(01610)$猪肉开始飞了[流泪]

双重喜庆嘿安逸

2021-08-24

$京东(JD)$太暴力了吧，可惜我早已清仓

双重喜庆嘿安逸

2021-08-20

$奈雪的茶(02150)$崩盘了吗？？

双重喜庆嘿安逸

2021-08-17

$快手-W(01024)$50的时候我来抄底！

双重喜庆嘿安逸

2021-07-27

$奈雪的茶(02150)$要崩盘了？？？

双重喜庆嘿安逸

2021-07-21

$奈雪的茶(02150)$垃圾市场！！

双重喜庆嘿安逸

2021-07-16

$奈雪的茶(02150)$垃圾！！！

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3573790582514163","uuid":"3573790582514163","gmtCreate":1610696558850,"gmtModify":1612438471754,"name":"双重喜庆嘿安逸","pinyin":"szxqhayshuangzhongxiqingheianyi","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":17,"tweetSize":122,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.10.13","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"0","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":307139108811040,"gmtCreate":1716019813065,"gmtModify":1716019814577,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01918\">$融创中国(01918)$ </a> 下周继续飙涨，买少了","listText":"<a href=\"https://laohu8.com/S/01918\">$融创中国(01918)$ </a> 下周继续飙涨，买少了","text":"$融创中国(01918)$ 下周继续飙涨，买少了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307139108811040","isVote":1,"tweetType":1,"viewCount":824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685685819,"gmtCreate":1659607002932,"gmtModify":1659607002932,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"该拉AMC院线了","listText":"该拉AMC院线了","text":"该拉AMC院线了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685685819","repostId":"1175461685","repostType":2,"repost":{"id":"1175461685","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":1659601295,"share":"https://www.laohu8.com/m/news/1175461685?lang=&edition=full","pubTime":"2022-08-04 16:21","market":"us","language":"zh","title":"每日优鲜盘前暴力拉升，涨幅超156%","url":"https://stock-news.laohu8.com/highlight/detail?id=1175461685","media":"老虎资讯综合","summary":"徐正辟谣每日优鲜资金断链传闻，称正在解决欠款问题。","content":"<html><head></head><body><p>周四，<a href=\"https://laohu8.com/S/MF\">每日优鲜</a>盘前快速拉升，截至发稿涨幅扩大至156%。</p><p><b>相关阅读：</b><a href=\"https://laohu8.com/NW/1154980699\" target=\"_blank\">徐正辟谣每日优鲜资金断链传闻，称正在解决欠款问题</a></p><p><img src=\"https://static.tigerbbs.com/08f9a2a14feb3a90bc17944b3390dd3d\" tg-width=\"800\" tg-height=\"531\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>每日优鲜盘前暴力拉升，涨幅超156%</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每日优鲜盘前暴力拉升，涨幅超156%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-08-04 16:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四，<a href=\"https://laohu8.com/S/MF\">每日优鲜</a>盘前快速拉升，截至发稿涨幅扩大至156%。</p><p><b>相关阅读：</b><a href=\"https://laohu8.com/NW/1154980699\" target=\"_blank\">徐正辟谣每日优鲜资金断链传闻，称正在解决欠款问题</a></p><p><img src=\"https://static.tigerbbs.com/08f9a2a14feb3a90bc17944b3390dd3d\" tg-width=\"800\" tg-height=\"531\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/604b5a8595b17f13ade7eb1901dcc75e","relate_stocks":{"MF":"每日优鲜"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175461685","content_text":"周四，每日优鲜盘前快速拉升，截至发稿涨幅扩大至156%。相关阅读：徐正辟谣每日优鲜资金断链传闻，称正在解决欠款问题","news_type":1},"isVote":1,"tweetType":1,"viewCount":1384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685163128,"gmtCreate":1659500660368,"gmtModify":1659500660368,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":".都没敢去申购[流泪]&nbsp;","listText":".都没敢去申购[流泪]&nbsp;","text":".都没敢去申购[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685163128","repostId":"2256670674","repostType":2,"repost":{"id":"2256670674","kind":"news","pubTimestamp":1659488233,"share":"https://www.laohu8.com/m/news/2256670674?lang=&edition=full","pubTime":"2022-08-03 08:57","market":"us","language":"zh","title":"“妖股”尚乘数科来历几何？泡沫有多大？","url":"https://stock-news.laohu8.com/highlight/detail?id=2256670674","media":"大摩财经","summary":"一家少有人注意的中小型中概股，在华尔街市场掀起一股“妖风”：上市半个月，股价上涨215倍，市值突破3100亿美元。香港商人蔡志坚控制的尚乘数科于7月14日登陆美股，发行价7.8美元，绿鞋后募资1.43","content":"<html><head></head><body><p>一家少有人注意的中小型中概股，在华尔街市场掀起一股“妖风”：上市半个月，股价上涨215倍，市值突破3100亿美元。</p><p>香港商人蔡志坚控制的<a href=\"https://laohu8.com/S/HKD\">尚乘数科</a>于7月14日登陆美股，发行价7.8美元，绿鞋后募资1.435亿美元，是年内最大的中概股在美IPO项目。</p><p>上市后，尚乘数科意外走出强势上涨行情，连续多个交易日涨幅超过100%，8月1日收盘价742美元，相比发行价上涨94倍。8月2日，尚乘数科收盘价1679美元，市值最高突破3100亿美元。美国上市的中概龙头<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>当日市值约2400亿美元。</p><p><b>值得一提的是，尚乘数科总股本7401万股，但流通股只有837万股，占比约11.3%。上市以后每日交易量只有几十万股。</b></p><p><b>年内最妖的“妖股”</b></p><p>尚乘数科是尚乘集团旗下的一家数字金融公司。尚乘集团最早由李嘉诚的长江实业、和记黄埔于2003年创立，2014年引入新股东<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>亚洲私募股权投资基金（MSPE）后，李氏家族不再参与其日常管理营运。投行出身的香港商人蔡志坚成为尚乘集团的实际控制人。</p><p>公开资料显示，尚乘集团围绕IDEA战略展开业务布局，其中”I”代表投资银行及传统金融，“D”即数字金融板块（尚乘数科），“E”是教育方，”A”则地产及酒店。</p><p>最近几年，尚乘集团不断拆分旗下业务板块上市，其中<a href=\"https://laohu8.com/S/AMTD\">尚乘国际</a>于2019年8月登陆纽交所，并在2020年在<a href=\"https://laohu8.com/S/S68.SI\">新加坡交易所</a>二次上市，是新加坡第一家同股不同权的上市公司。</p><p>尚乘数科成立于2019年，2022年初被尚乘国际斥资12亿美元收购。收购完成后，尚乘国际拥有尚乘数科97.1%股权，前者也将股票简称更名为尚乘IDEA集团。</p><p><b>截至2021年底，AMTD集团持有尚乘国际50.6%股权，蔡志坚独资的Infinity Power Investments Limited 持股32.5%，<a href=\"https://laohu8.com/S/00355\">世纪城市国际</a>持股5.8%。根据招股书，Infinity Power Investments Limited是尚乘国际最大单一股东，AMTD集团股权并未披露，根据招股书内容，仅可以知道其董事会成员包括蔡志坚。</b><img src=\"https://static.tigerbbs.com/a9330f70732bcf7f381d1ac52029f9d8\" tg-width=\"1080\" tg-height=\"297\" referrerpolicy=\"no-referrer\"/>值得一提的是，尚乘IDEA集团（原来的尚乘国际）在8月2日股价大幅上涨，盘中触及12.89美元的历史高点，截至8月2日23时，尚乘IDEA集团涨幅约300%，最新市值在31亿美元左右。</p><p>现年44岁的蔡志坚，曾在普华永道、<a href=\"https://laohu8.com/S/UBS\">瑞银</a>等公司任职。2014年至2015年，蔡志坚在瑞银工作期间，参与的两个项目，由于存在利益冲突及信息披露问题，遭到香港证监会调查。2022年1月，香港证监会向蔡志坚发出《决定通知书》，裁定蔡志坚有披露及公平对待、利益冲突两项违法行为，并对其做出禁业两年的处罚决定。蔡志坚随后提出了复核申请，并提出了闭门聆讯申请。</p><p>不过，蔡志坚的闭门聆讯申请并没有通过，目前该案尚待审理，禁令暂未生效，正式聆讯将在2022年12月12日至16日间公开举行。</p><p>2019年，蔡志坚曾被中民投追债，并被指控金融诈骗。此后，蔡志坚行踪趋于低调。财新引述知情人士消息称，蔡志坚今年疑似为躲债而离开香港，2022年3月至4月期间，曾身处新加坡。</p><p><b>泡沫有多大？</b></p><p>8月1日收盘后，尚乘数科的滚动市盈率已经达到5992倍。尚乘数科的基本面能撑起这样的估值吗？</p><p>作为对比的是，标普500指数平均市盈率不到20倍，美国金融巨头<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>市盈率不到9倍，摩根士丹利市盈率为10.7倍。</p><p>相比国际巨头，尚乘数科被高估了不止一星半点。2019财年至2021财年（截至当年4月30日），尚乘数科营收分别为0.15亿港元、1.675亿港元和1.958亿港元；同期利润（包括金融资产公允价值的变动）分别为0.22亿港元、1.58亿港元和1.72亿港元。在2021年5月至2021年2月底的十个月内，尚乘数科营收为1.68亿港元，净利润为1.87亿港元，同比分别增长3.7%和65.5%。</p><p>尚乘数科主要有两大业务线，即数字金融服务和蛛网生态系统解决方案。其中，数字金融服务主要为客户提供保险和数字银行业务。尚乘数科一再强调的“亚洲最稀缺的数字金融牌照”实际落实的只有保险经纪牌照，可以在新加坡和香港进行保险经纪业务。其余的几个金融资产和牌照，还需要等待新加坡金融监管局的批准。</p><p>另一大业务线蛛网生态系统解决方案，则是为付费会员提供独家访问AMTD SpiderNet生态系统及其著名的企业成员、杰出的企业高管和合作伙伴的机会。同时，该业务通过与行业领袖和学术机构合作，提供相关专业领域的支持。简单梳理一下，这个业务与一般的投行智库，似乎没有太大区别。</p><p>值得一提的是，尚乘数科两大业务增速已经明显放缓。2019财年至2022财年的前十个月，数字金融服务业务营收分别为867.1万港元、986.9万港元、1172.1万港元和1008.8万港元。同期，利润为186.3万港元、476.5万港元108.4万港元和108.9万港元。<b>2022财年前十个月，数字金融服务业务营收和利润都出现了同比下滑，其中利润下滑幅度达到18%，远大于营收下滑的2.74%。</b><img src=\"https://static.tigerbbs.com/ca72e2d599028c697449c8c68834fa9a\" tg-width=\"1080\" tg-height=\"369\" referrerpolicy=\"no-referrer\"/>在2019财年至2022财年的前十个月，尚乘数科的蛛网生态系统解决方案业务营收分别为588万港元、1.58亿港元、1.84亿港元和1.57亿港元，利润为195万港元、1.4亿港元、1.44亿港元和1.17亿港元。<b>这部分业务在2022财年十个月虽然保持了营收增长，但却陷入增收不增利的局面中，当期利润同比下滑2.5%。</b></p></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“妖股”尚乘数科来历几何？泡沫有多大？</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“妖股”尚乘数科来历几何？泡沫有多大？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-03 08:57 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202208030000308211275e&s=b><strong>大摩财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一家少有人注意的中小型中概股，在华尔街市场掀起一股“妖风”：上市半个月，股价上涨215倍，市值突破3100亿美元。香港商人蔡志坚控制的尚乘数科于7月14日登陆美股，发行价7.8美元，绿鞋后募资1.435亿美元，是年内最大的中概股在美IPO项目。上市后，尚乘数科意外走出强势上涨行情，连续多个交易日涨幅超过100%，8月1日收盘价742美元，相比发行价上涨94倍。8月2日，尚乘数科收盘价1679美元，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202208030000308211275e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/675f5186f47a5ae9453d9922f4bd33f5","relate_stocks":{"BK4526":"热门中概股","HKD":"尚乘数科"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202208030000308211275e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2256670674","content_text":"一家少有人注意的中小型中概股，在华尔街市场掀起一股“妖风”：上市半个月，股价上涨215倍，市值突破3100亿美元。香港商人蔡志坚控制的尚乘数科于7月14日登陆美股，发行价7.8美元，绿鞋后募资1.435亿美元，是年内最大的中概股在美IPO项目。上市后，尚乘数科意外走出强势上涨行情，连续多个交易日涨幅超过100%，8月1日收盘价742美元，相比发行价上涨94倍。8月2日，尚乘数科收盘价1679美元，市值最高突破3100亿美元。美国上市的中概龙头阿里巴巴当日市值约2400亿美元。值得一提的是，尚乘数科总股本7401万股，但流通股只有837万股，占比约11.3%。上市以后每日交易量只有几十万股。年内最妖的“妖股”尚乘数科是尚乘集团旗下的一家数字金融公司。尚乘集团最早由李嘉诚的长江实业、和记黄埔于2003年创立，2014年引入新股东摩根士丹利亚洲私募股权投资基金（MSPE）后，李氏家族不再参与其日常管理营运。投行出身的香港商人蔡志坚成为尚乘集团的实际控制人。公开资料显示，尚乘集团围绕IDEA战略展开业务布局，其中”I”代表投资银行及传统金融，“D”即数字金融板块（尚乘数科），“E”是教育方，”A”则地产及酒店。最近几年，尚乘集团不断拆分旗下业务板块上市，其中尚乘国际于2019年8月登陆纽交所，并在2020年在新加坡交易所二次上市，是新加坡第一家同股不同权的上市公司。尚乘数科成立于2019年，2022年初被尚乘国际斥资12亿美元收购。收购完成后，尚乘国际拥有尚乘数科97.1%股权，前者也将股票简称更名为尚乘IDEA集团。截至2021年底，AMTD集团持有尚乘国际50.6%股权，蔡志坚独资的Infinity Power Investments Limited 持股32.5%，世纪城市国际持股5.8%。根据招股书，Infinity Power Investments Limited是尚乘国际最大单一股东，AMTD集团股权并未披露，根据招股书内容，仅可以知道其董事会成员包括蔡志坚。值得一提的是，尚乘IDEA集团（原来的尚乘国际）在8月2日股价大幅上涨，盘中触及12.89美元的历史高点，截至8月2日23时，尚乘IDEA集团涨幅约300%，最新市值在31亿美元左右。现年44岁的蔡志坚，曾在普华永道、瑞银等公司任职。2014年至2015年，蔡志坚在瑞银工作期间，参与的两个项目，由于存在利益冲突及信息披露问题，遭到香港证监会调查。2022年1月，香港证监会向蔡志坚发出《决定通知书》，裁定蔡志坚有披露及公平对待、利益冲突两项违法行为，并对其做出禁业两年的处罚决定。蔡志坚随后提出了复核申请，并提出了闭门聆讯申请。不过，蔡志坚的闭门聆讯申请并没有通过，目前该案尚待审理，禁令暂未生效，正式聆讯将在2022年12月12日至16日间公开举行。2019年，蔡志坚曾被中民投追债，并被指控金融诈骗。此后，蔡志坚行踪趋于低调。财新引述知情人士消息称，蔡志坚今年疑似为躲债而离开香港，2022年3月至4月期间，曾身处新加坡。泡沫有多大？8月1日收盘后，尚乘数科的滚动市盈率已经达到5992倍。尚乘数科的基本面能撑起这样的估值吗？作为对比的是，标普500指数平均市盈率不到20倍，美国金融巨头摩根大通市盈率不到9倍，摩根士丹利市盈率为10.7倍。相比国际巨头，尚乘数科被高估了不止一星半点。2019财年至2021财年（截至当年4月30日），尚乘数科营收分别为0.15亿港元、1.675亿港元和1.958亿港元；同期利润（包括金融资产公允价值的变动）分别为0.22亿港元、1.58亿港元和1.72亿港元。在2021年5月至2021年2月底的十个月内，尚乘数科营收为1.68亿港元，净利润为1.87亿港元，同比分别增长3.7%和65.5%。尚乘数科主要有两大业务线，即数字金融服务和蛛网生态系统解决方案。其中，数字金融服务主要为客户提供保险和数字银行业务。尚乘数科一再强调的“亚洲最稀缺的数字金融牌照”实际落实的只有保险经纪牌照，可以在新加坡和香港进行保险经纪业务。其余的几个金融资产和牌照，还需要等待新加坡金融监管局的批准。另一大业务线蛛网生态系统解决方案，则是为付费会员提供独家访问AMTD SpiderNet生态系统及其著名的企业成员、杰出的企业高管和合作伙伴的机会。同时，该业务通过与行业领袖和学术机构合作，提供相关专业领域的支持。简单梳理一下，这个业务与一般的投行智库，似乎没有太大区别。值得一提的是，尚乘数科两大业务增速已经明显放缓。2019财年至2022财年的前十个月，数字金融服务业务营收分别为867.1万港元、986.9万港元、1172.1万港元和1008.8万港元。同期，利润为186.3万港元、476.5万港元108.4万港元和108.9万港元。2022财年前十个月，数字金融服务业务营收和利润都出现了同比下滑，其中利润下滑幅度达到18%，远大于营收下滑的2.74%。在2019财年至2022财年的前十个月，尚乘数科的蛛网生态系统解决方案业务营收分别为588万港元、1.58亿港元、1.84亿港元和1.57亿港元，利润为195万港元、1.4亿港元、1.44亿港元和1.17亿港元。这部分业务在2022财年十个月虽然保持了营收增长，但却陷入增收不增利的局面中，当期利润同比下滑2.5%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696613044,"gmtCreate":1640679730644,"gmtModify":1640679730644,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00708\">$恒大汽车(00708)$</a>带带恒大物业吧","listText":"<a href=\"https://laohu8.com/S/00708\">$恒大汽车(00708)$</a>带带恒大物业吧","text":"$恒大汽车(00708)$带带恒大物业吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696613044","isVote":1,"tweetType":1,"viewCount":1460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608410051,"gmtCreate":1638774935073,"gmtModify":1638774935073,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06666\">$恒大物业(06666)$</a>股灾？？？","listText":"<a href=\"https://laohu8.com/S/06666\">$恒大物业(06666)$</a>股灾？？？","text":"$恒大物业(06666)$股灾？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608410051","isVote":1,"tweetType":1,"viewCount":3089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877825828,"gmtCreate":1637916558656,"gmtModify":1637916558656,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01119\">$创梦天地(01119)$</a>居然成妖了","listText":"<a href=\"https://laohu8.com/S/01119\">$创梦天地(01119)$</a>居然成妖了","text":"$创梦天地(01119)$居然成妖了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877825828","isVote":1,"tweetType":1,"viewCount":2194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874764990,"gmtCreate":1637826046512,"gmtModify":1637826046512,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00708\">$恒大汽车(00708)$</a>你是恒大系里涨得最好的","listText":"<a href=\"https://laohu8.com/S/00708\">$恒大汽车(00708)$</a>你是恒大系里涨得最好的","text":"$恒大汽车(00708)$你是恒大系里涨得最好的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874764990","isVote":1,"tweetType":1,"viewCount":2441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847449280,"gmtCreate":1636549525562,"gmtModify":1636549525562,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06666\">$恒大物业(06666)$</a>等你翻倍我再考虑出不出","listText":"<a href=\"https://laohu8.com/S/06666\">$恒大物业(06666)$</a>等你翻倍我再考虑出不出","text":"$恒大物业(06666)$等你翻倍我再考虑出不出","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847449280","isVote":1,"tweetType":1,"viewCount":2573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851693325,"gmtCreate":1634899739628,"gmtModify":1634899739628,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02150\">$奈雪的茶(02150)$</a>该反弹了，都腰斩了","listText":"<a href=\"https://laohu8.com/S/02150\">$奈雪的茶(02150)$</a>该反弹了，都腰斩了","text":"$奈雪的茶(02150)$该反弹了，都腰斩了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851693325","isVote":1,"tweetType":1,"viewCount":1193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851148292,"gmtCreate":1634886263061,"gmtModify":1634886263061,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>一卖就涨！","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>一卖就涨！","text":"$快手-W(01024)$一卖就涨！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851148292","isVote":1,"tweetType":1,"viewCount":2207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824169524,"gmtCreate":1634291112623,"gmtModify":1634291112623,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02150\">$奈雪的茶(02150)$</a>太**了！！","listText":"<a href=\"https://laohu8.com/S/02150\">$奈雪的茶(02150)$</a>太**了！！","text":"$奈雪的茶(02150)$太**了！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/824169524","isVote":1,"tweetType":1,"viewCount":1838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828442103,"gmtCreate":1633940077749,"gmtModify":1633940077749,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02150\">$奈雪的茶(02150)$</a>严重拖后腿！","listText":"<a href=\"https://laohu8.com/S/02150\">$奈雪的茶(02150)$</a>严重拖后腿！","text":"$奈雪的茶(02150)$严重拖后腿！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828442103","isVote":1,"tweetType":1,"viewCount":1238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828582664,"gmtCreate":1633924913465,"gmtModify":1633924913465,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"越罚越涨！[笑哭]&nbsp;","listText":"越罚越涨！[笑哭]&nbsp;","text":"越罚越涨！[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828582664","isVote":1,"tweetType":1,"viewCount":1383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823328434,"gmtCreate":1633586898197,"gmtModify":1633586898197,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01610\">$中粮家佳康(01610)$</a>猪肉开始飞了[流泪]&nbsp;","listText":"<a href=\"https://laohu8.com/S/01610\">$中粮家佳康(01610)$</a>猪肉开始飞了[流泪]&nbsp;","text":"$中粮家佳康(01610)$猪肉开始飞了[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823328434","isVote":1,"tweetType":1,"viewCount":1005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":834415333,"gmtCreate":1629818478622,"gmtModify":1629818478622,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>太暴力了吧，可惜我早已清仓","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>太暴力了吧，可惜我早已清仓","text":"$京东(JD)$太暴力了吧，可惜我早已清仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834415333","isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838740223,"gmtCreate":1629432056362,"gmtModify":1629432056362,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02150\">$奈雪的茶(02150)$</a>崩盘了吗？？","listText":"<a href=\"https://laohu8.com/S/02150\">$奈雪的茶(02150)$</a>崩盘了吗？？","text":"$奈雪的茶(02150)$崩盘了吗？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/838740223","isVote":1,"tweetType":1,"viewCount":1177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":833973028,"gmtCreate":1629201373964,"gmtModify":1629201373964,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>50的时候我来抄底！","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>50的时候我来抄底！","text":"$快手-W(01024)$50的时候我来抄底！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/833973028","isVote":1,"tweetType":1,"viewCount":1824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":809230944,"gmtCreate":1627371133288,"gmtModify":1627371133288,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02150\">$奈雪的茶(02150)$</a>要崩盘了？？？","listText":"<a href=\"https://laohu8.com/S/02150\">$奈雪的茶(02150)$</a>要崩盘了？？？","text":"$奈雪的茶(02150)$要崩盘了？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809230944","isVote":1,"tweetType":1,"viewCount":1089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":176087031,"gmtCreate":1626845980923,"gmtModify":1626846229655,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02150\">$奈雪的茶(02150)$</a>垃圾市场！！","listText":"<a href=\"https://laohu8.com/S/02150\">$奈雪的茶(02150)$</a>垃圾市场！！","text":"$奈雪的茶(02150)$垃圾市场！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176087031","isVote":1,"tweetType":1,"viewCount":1517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170656901,"gmtCreate":1626429186403,"gmtModify":1626431496882,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02150\">$奈雪的茶(02150)$</a>垃圾！！！","listText":"<a href=\"https://laohu8.com/S/02150\">$奈雪的茶(02150)$</a>垃圾！！！","text":"$奈雪的茶(02150)$垃圾！！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170656901","isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":364637948,"gmtCreate":1614845628584,"gmtModify":1703481857275,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02158\">$医渡科技(02158)$</a>买进来，一直跌，何时休？","listText":"<a href=\"https://laohu8.com/S/02158\">$医渡科技(02158)$</a>买进来，一直跌，何时休？","text":"$医渡科技(02158)$买进来，一直跌，何时休？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/364637948","isVote":1,"tweetType":1,"viewCount":11331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":190777392,"gmtCreate":1620655242316,"gmtModify":1620655546844,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a>垃圾去死！","listText":"<a href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a>垃圾去死！","text":"$容联云(RAAS)$垃圾去死！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/190777392","isVote":1,"tweetType":1,"viewCount":1449,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559608207518270","authorId":"3559608207518270","name":"Ricky_2020","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3559608207518270","authorIdStr":"3559608207518270"},"content":"你也割肉了吗？","text":"你也割肉了吗？","html":"你也割肉了吗？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368352901,"gmtCreate":1614295380603,"gmtModify":1703475905455,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06127\">$昭衍新药(06127)$</a>难得中个签，只想挣回手续费！","listText":"<a href=\"https://laohu8.com/S/06127\">$昭衍新药(06127)$</a>难得中个签，只想挣回手续费！","text":"$昭衍新药(06127)$难得中个签，只想挣回手续费！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/368352901","isVote":1,"tweetType":1,"viewCount":1184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":118166492,"gmtCreate":1622724088516,"gmtModify":1622724088516,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>今天你来当龙头！","listText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>今天你来当龙头！","text":"$Tilray Inc.(TLRY)$今天你来当龙头！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/118166492","isVote":1,"tweetType":1,"viewCount":743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372271190,"gmtCreate":1619224511210,"gmtModify":1619224511210,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a>唉，扶不起，天天都高开低走！想卖每天赚的利润又不够手续费。","listText":"<a href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a>唉，扶不起，天天都高开低走！想卖每天赚的利润又不够手续费。","text":"$容联云(RAAS)$唉，扶不起，天天都高开低走！想卖每天赚的利润又不够手续费。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372271190","isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356832123,"gmtCreate":1616767754462,"gmtModify":1616767754462,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a>真tm垃圾！","listText":"<a href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a>真tm垃圾！","text":"$容联云(RAAS)$真tm垃圾！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356832123","isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":145913236,"gmtCreate":1626185828125,"gmtModify":1626185828125,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MF\">$每日优鲜(MF)$</a>连滴滴都不如…","listText":"<a href=\"https://laohu8.com/S/MF\">$每日优鲜(MF)$</a>连滴滴都不如…","text":"$每日优鲜(MF)$连滴滴都不如…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/145913236","isVote":1,"tweetType":1,"viewCount":870,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146211164,"gmtCreate":1626082076858,"gmtModify":1626082288716,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02137\">$腾盛博药-B(02137)$</a>妈的，富途现在收涨2个多点，老虎却下跌6个多点…","listText":"<a href=\"https://laohu8.com/S/02137\">$腾盛博药-B(02137)$</a>妈的，富途现在收涨2个多点，老虎却下跌6个多点…","text":"$腾盛博药-B(02137)$妈的，富途现在收涨2个多点，老虎却下跌6个多点…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/146211164","isVote":1,"tweetType":1,"viewCount":1045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":158182429,"gmtCreate":1625137219461,"gmtModify":1625138032622,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MF\">$每日优鲜(MF)$</a>真tm垃圾！","listText":"<a href=\"https://laohu8.com/S/MF\">$每日优鲜(MF)$</a>真tm垃圾！","text":"$每日优鲜(MF)$真tm垃圾！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/158182429","isVote":1,"tweetType":1,"viewCount":1157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":136740225,"gmtCreate":1622041408667,"gmtModify":1622041408667,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>看着羡慕，可惜没买","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>看着羡慕，可惜没买","text":"$理想汽车(LI)$看着羡慕，可惜没买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/136740225","isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":100505858,"gmtCreate":1619619774374,"gmtModify":1619619774374,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>唉，昨天没买真后悔！","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>唉，昨天没买真后悔！","text":"$京东(JD)$唉，昨天没买真后悔！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/100505858","isVote":1,"tweetType":1,"viewCount":1542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351239737,"gmtCreate":1616596440529,"gmtModify":1616596440529,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a>为啥大跌？","listText":"<a href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a>为啥大跌？","text":"$容联云(RAAS)$为啥大跌？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/351239737","isVote":1,"tweetType":1,"viewCount":1448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":153041717,"gmtCreate":1624990621139,"gmtModify":1624990621139,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"玛德，先上的不涨","listText":"玛德，先上的不涨","text":"玛德，先上的不涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/153041717","repostId":"1106873810","repostType":4,"repost":{"id":"1106873810","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":1624989419,"share":"https://www.laohu8.com/m/news/1106873810?lang=&edition=full","pubTime":"2021-06-30 01:56","market":"us","language":"zh","title":"叮咚买菜正式登陆纽交所，首日开涨21%","url":"https://stock-news.laohu8.com/highlight/detail?id=1106873810","media":"老虎资讯综合","summary":"北京时间6月30日，叮咚买菜正式登陆纽交所，首日开涨21%，此前给出的IPO发行价为每份ADS 23.50美元。\n\n上市前夕发行规模缩减7成\n叮咚买菜在上市前夜紧急更新了IPO招股书，据最新招股书显示","content":"<p>北京时间6月30日，叮咚买菜正式登陆纽交所，首日开涨21%，此前给出的IPO发行价为每份ADS 23.50美元。</p>\n<p><img src=\"https://static.tigerbbs.com/8019015b6d73a8f99bab4121482e7be7\" tg-width=\"827\" tg-height=\"595\" referrerpolicy=\"no-referrer\"></p>\n<p><b>上市前夕发行规模缩减7成</b></p>\n<p>叮咚买菜在上市前夜紧急更新了IPO招股书，据最新招股书显示，叮咚买菜将在美国上市融资的目标降低到了原来的四分之一左右，即寻求至多融资9440万美元，比原计划融资的3.57亿美元下降了74%，存托股票(ADS) 发行数量也从1400万股砍到了370万股，价格区间为23.50美元至25.50美元。</p>\n<p>一周前，叮咚买菜首次更新的招股书显示其将公开发行1400万股美国存托股票，彼时按照发行价区间上限计算可筹资达到近3.6亿美元。对比之下，最近一次宣布的募资规模缩减至此前额度的四分之一，即总体缩减幅度超70%。</p>\n<p><b>关于叮咚买菜</b></p>\n<p>叮咚买菜总部位于上海，运营着自己的买菜app，消费者可以通过“前置仓”网络购买按需生鲜食品。所谓前置仓，是按照既定策略配置在接近居民区的仓库，确保叮咚买菜能够按照承诺，在三十分钟内送货上门。他们的服务目前已经覆盖了上海、北京、深圳和杭州等一系列主要城市。</p>\n<p>叮咚买菜诞生于2017年，创始人兼首席执行官梁昌霖之前就有多次成功创业的经历，因此很快就吸引了一系列风投资本的支持，包括红杉中国、启明创投等，此外诸如老虎环球、高榕资本、达晨财智等也都在公司股东之列。在雄厚的资本支持下，叮咚买菜只用了七个月时间，就让其前置仓数量增长了三倍，达到了345处。</p>\n<p>据报道，2020年2月，在新冠病毒疫情大爆发的背景下，叮咚买菜在上海每天都要执行大约30万笔订单，公司当年的总营收也达到了大约17亿美元。截至2021年1月，叮咚买菜的业务已经覆盖全国近三十个城市，拥有大约一千家前置仓，每月用户群达到大约690万。</p>\n<p>在这个领域当中，叮咚买菜主要的竞争对手包括阿里巴巴旗下盒马、美团买菜、每日优鲜和京东到家等。</p>\n<p><b>财务表现</b></p>\n<p>叮咚买菜近期的财务表现可以大致概括如下：营收高速增长，但疑似已经见顶；运营亏损和净亏损持续扩大，净亏损率起伏不定；烧钱可观，自由现金流依然为负数。</p>\n<p>具体而言，2020年当中，叮咚买菜营收达到113.36亿元人民币，较之2019年的38.80亿元猛增192.16%，2021年第一季度，公司营收38.02亿元，同比增长46.01%。</p>\n<p>2020年当中，叮咚买菜运营亏损31.62亿元人民币，较之2019年的17.41亿元扩大78.42%，2021年第一季度，公司运营亏损13.34亿元，同比扩大352.20%。</p>\n<p>2020年当中，叮咚买菜净亏损31.75亿元人民币，较之2019年的18.73亿元扩大69.51%，2021年第一季度，公司净亏损13.85亿元，同比扩大465.31%。</p>\n<p>2020年当中，叮咚买菜净亏损率28.0%，较之2019年的48.3%大幅降低，但是2021年第一季度，净亏损率又从前一年同期的9.4%猛增到了36.4%。</p>\n<p>截至2021年3月31日，叮咚买菜总负债8.98亿美元，持有现金及等价物9.73亿美元。截至2021年3月31日的十二个月当中，公司自由现金流-1.55亿美元。</p>\n<p><b>分析评论</b></p>\n<p>按照既定策略，叮咚买菜的利润主要是来自于通过app完成的生鲜食品和其他各种商品的销售，只是目前，他们还远没有到实现盈利的地步，也看不到清晰的路线图，以至于叮咚买菜和其他竞争对手所采用的前置仓模式本身，都不时受到市场观察家们的质疑。</p>\n<p>迄今为止，叮咚买菜都未能实现盈利，而且从财务数据看，他们的亏损甚至还有扩大的势头，根本看不到明确的盈利前景。</p>\n<p>叮咚买菜所在的市场虽然理论上说来前途远大，但是这里的竞争之激烈和利润率之低也是人尽皆知。比如据报道，叮咚买菜的订单执行成本包括配送费、包装费、物流成本等在内，在2020年内要两倍于订单本身的净营收。</p>\n<p>这也就意味着，不管公司的订单数量如何增长，都不足以让叮咚买菜在短期之内扭亏为盈，因为事实就是，订单越多，亏损越大。事实上，前置仓模式本身就是一头“吞金兽”，要控制这种模式的烧钱速度，已经是摆在公司面前的严峻挑战。</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>叮咚买菜正式登陆纽交所，首日开涨21%</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叮咚买菜正式登陆纽交所，首日开涨21%\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\">2021-06-30 01:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>北京时间6月30日，叮咚买菜正式登陆纽交所，首日开涨21%，此前给出的IPO发行价为每份ADS 23.50美元。</p>\n<p><img src=\"https://static.tigerbbs.com/8019015b6d73a8f99bab4121482e7be7\" tg-width=\"827\" tg-height=\"595\" referrerpolicy=\"no-referrer\"></p>\n<p><b>上市前夕发行规模缩减7成</b></p>\n<p>叮咚买菜在上市前夜紧急更新了IPO招股书，据最新招股书显示，叮咚买菜将在美国上市融资的目标降低到了原来的四分之一左右，即寻求至多融资9440万美元，比原计划融资的3.57亿美元下降了74%，存托股票(ADS) 发行数量也从1400万股砍到了370万股，价格区间为23.50美元至25.50美元。</p>\n<p>一周前，叮咚买菜首次更新的招股书显示其将公开发行1400万股美国存托股票，彼时按照发行价区间上限计算可筹资达到近3.6亿美元。对比之下，最近一次宣布的募资规模缩减至此前额度的四分之一，即总体缩减幅度超70%。</p>\n<p><b>关于叮咚买菜</b></p>\n<p>叮咚买菜总部位于上海，运营着自己的买菜app，消费者可以通过“前置仓”网络购买按需生鲜食品。所谓前置仓，是按照既定策略配置在接近居民区的仓库，确保叮咚买菜能够按照承诺，在三十分钟内送货上门。他们的服务目前已经覆盖了上海、北京、深圳和杭州等一系列主要城市。</p>\n<p>叮咚买菜诞生于2017年，创始人兼首席执行官梁昌霖之前就有多次成功创业的经历，因此很快就吸引了一系列风投资本的支持，包括红杉中国、启明创投等，此外诸如老虎环球、高榕资本、达晨财智等也都在公司股东之列。在雄厚的资本支持下，叮咚买菜只用了七个月时间，就让其前置仓数量增长了三倍，达到了345处。</p>\n<p>据报道，2020年2月，在新冠病毒疫情大爆发的背景下，叮咚买菜在上海每天都要执行大约30万笔订单，公司当年的总营收也达到了大约17亿美元。截至2021年1月，叮咚买菜的业务已经覆盖全国近三十个城市，拥有大约一千家前置仓，每月用户群达到大约690万。</p>\n<p>在这个领域当中，叮咚买菜主要的竞争对手包括阿里巴巴旗下盒马、美团买菜、每日优鲜和京东到家等。</p>\n<p><b>财务表现</b></p>\n<p>叮咚买菜近期的财务表现可以大致概括如下：营收高速增长，但疑似已经见顶；运营亏损和净亏损持续扩大，净亏损率起伏不定；烧钱可观，自由现金流依然为负数。</p>\n<p>具体而言，2020年当中，叮咚买菜营收达到113.36亿元人民币，较之2019年的38.80亿元猛增192.16%，2021年第一季度，公司营收38.02亿元，同比增长46.01%。</p>\n<p>2020年当中，叮咚买菜运营亏损31.62亿元人民币，较之2019年的17.41亿元扩大78.42%，2021年第一季度，公司运营亏损13.34亿元，同比扩大352.20%。</p>\n<p>2020年当中，叮咚买菜净亏损31.75亿元人民币，较之2019年的18.73亿元扩大69.51%，2021年第一季度，公司净亏损13.85亿元，同比扩大465.31%。</p>\n<p>2020年当中，叮咚买菜净亏损率28.0%，较之2019年的48.3%大幅降低，但是2021年第一季度，净亏损率又从前一年同期的9.4%猛增到了36.4%。</p>\n<p>截至2021年3月31日，叮咚买菜总负债8.98亿美元，持有现金及等价物9.73亿美元。截至2021年3月31日的十二个月当中，公司自由现金流-1.55亿美元。</p>\n<p><b>分析评论</b></p>\n<p>按照既定策略，叮咚买菜的利润主要是来自于通过app完成的生鲜食品和其他各种商品的销售，只是目前，他们还远没有到实现盈利的地步，也看不到清晰的路线图，以至于叮咚买菜和其他竞争对手所采用的前置仓模式本身，都不时受到市场观察家们的质疑。</p>\n<p>迄今为止，叮咚买菜都未能实现盈利，而且从财务数据看，他们的亏损甚至还有扩大的势头，根本看不到明确的盈利前景。</p>\n<p>叮咚买菜所在的市场虽然理论上说来前途远大，但是这里的竞争之激烈和利润率之低也是人尽皆知。比如据报道，叮咚买菜的订单执行成本包括配送费、包装费、物流成本等在内，在2020年内要两倍于订单本身的净营收。</p>\n<p>这也就意味着，不管公司的订单数量如何增长，都不足以让叮咚买菜在短期之内扭亏为盈，因为事实就是，订单越多，亏损越大。事实上，前置仓模式本身就是一头“吞金兽”，要控制这种模式的烧钱速度，已经是摆在公司面前的严峻挑战。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8bdbf77f2a44d0a051afa32e60a46fbf","relate_stocks":{"DDL":"叮咚买菜"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106873810","content_text":"北京时间6月30日，叮咚买菜正式登陆纽交所，首日开涨21%，此前给出的IPO发行价为每份ADS 23.50美元。\n\n上市前夕发行规模缩减7成\n叮咚买菜在上市前夜紧急更新了IPO招股书，据最新招股书显示，叮咚买菜将在美国上市融资的目标降低到了原来的四分之一左右，即寻求至多融资9440万美元，比原计划融资的3.57亿美元下降了74%，存托股票(ADS) 发行数量也从1400万股砍到了370万股，价格区间为23.50美元至25.50美元。\n一周前，叮咚买菜首次更新的招股书显示其将公开发行1400万股美国存托股票，彼时按照发行价区间上限计算可筹资达到近3.6亿美元。对比之下，最近一次宣布的募资规模缩减至此前额度的四分之一，即总体缩减幅度超70%。\n关于叮咚买菜\n叮咚买菜总部位于上海，运营着自己的买菜app，消费者可以通过“前置仓”网络购买按需生鲜食品。所谓前置仓，是按照既定策略配置在接近居民区的仓库，确保叮咚买菜能够按照承诺，在三十分钟内送货上门。他们的服务目前已经覆盖了上海、北京、深圳和杭州等一系列主要城市。\n叮咚买菜诞生于2017年，创始人兼首席执行官梁昌霖之前就有多次成功创业的经历，因此很快就吸引了一系列风投资本的支持，包括红杉中国、启明创投等，此外诸如老虎环球、高榕资本、达晨财智等也都在公司股东之列。在雄厚的资本支持下，叮咚买菜只用了七个月时间，就让其前置仓数量增长了三倍，达到了345处。\n据报道，2020年2月，在新冠病毒疫情大爆发的背景下，叮咚买菜在上海每天都要执行大约30万笔订单，公司当年的总营收也达到了大约17亿美元。截至2021年1月，叮咚买菜的业务已经覆盖全国近三十个城市，拥有大约一千家前置仓，每月用户群达到大约690万。\n在这个领域当中，叮咚买菜主要的竞争对手包括阿里巴巴旗下盒马、美团买菜、每日优鲜和京东到家等。\n财务表现\n叮咚买菜近期的财务表现可以大致概括如下：营收高速增长，但疑似已经见顶；运营亏损和净亏损持续扩大，净亏损率起伏不定；烧钱可观，自由现金流依然为负数。\n具体而言，2020年当中，叮咚买菜营收达到113.36亿元人民币，较之2019年的38.80亿元猛增192.16%，2021年第一季度，公司营收38.02亿元，同比增长46.01%。\n2020年当中，叮咚买菜运营亏损31.62亿元人民币，较之2019年的17.41亿元扩大78.42%，2021年第一季度，公司运营亏损13.34亿元，同比扩大352.20%。\n2020年当中，叮咚买菜净亏损31.75亿元人民币，较之2019年的18.73亿元扩大69.51%，2021年第一季度，公司净亏损13.85亿元，同比扩大465.31%。\n2020年当中，叮咚买菜净亏损率28.0%，较之2019年的48.3%大幅降低，但是2021年第一季度，净亏损率又从前一年同期的9.4%猛增到了36.4%。\n截至2021年3月31日，叮咚买菜总负债8.98亿美元，持有现金及等价物9.73亿美元。截至2021年3月31日的十二个月当中，公司自由现金流-1.55亿美元。\n分析评论\n按照既定策略，叮咚买菜的利润主要是来自于通过app完成的生鲜食品和其他各种商品的销售，只是目前，他们还远没有到实现盈利的地步，也看不到清晰的路线图，以至于叮咚买菜和其他竞争对手所采用的前置仓模式本身，都不时受到市场观察家们的质疑。\n迄今为止，叮咚买菜都未能实现盈利，而且从财务数据看，他们的亏损甚至还有扩大的势头，根本看不到明确的盈利前景。\n叮咚买菜所在的市场虽然理论上说来前途远大，但是这里的竞争之激烈和利润率之低也是人尽皆知。比如据报道，叮咚买菜的订单执行成本包括配送费、包装费、物流成本等在内，在2020年内要两倍于订单本身的净营收。\n这也就意味着，不管公司的订单数量如何增长，都不足以让叮咚买菜在短期之内扭亏为盈，因为事实就是，订单越多，亏损越大。事实上，前置仓模式本身就是一头“吞金兽”，要控制这种模式的烧钱速度，已经是摆在公司面前的严峻挑战。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373234072,"gmtCreate":1618847637496,"gmtModify":1618847637496,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EM\">$怪兽充电(EM)$</a>这股感觉还很稳！","listText":"<a href=\"https://laohu8.com/S/EM\">$怪兽充电(EM)$</a>这股感觉还很稳！","text":"$怪兽充电(EM)$这股感觉还很稳！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/373234072","isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357446703,"gmtCreate":1617292070002,"gmtModify":1617292070002,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a>真的是垃圾！","listText":"<a href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a>真的是垃圾！","text":"$容联云(RAAS)$真的是垃圾！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/357446703","isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357876434,"gmtCreate":1617264465728,"gmtModify":1617264465728,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06601\">$朝云集团(06601)$</a>压盘做啥子？","listText":"<a href=\"https://laohu8.com/S/06601\">$朝云集团(06601)$</a>压盘做啥子？","text":"$朝云集团(06601)$压盘做啥子？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357876434","isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355908009,"gmtCreate":1617020914301,"gmtModify":1617020914301,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06601\">$朝云集团(06601)$</a>唉，今天开盘走了就解套，哪知…","listText":"<a href=\"https://laohu8.com/S/06601\">$朝云集团(06601)$</a>唉，今天开盘走了就解套，哪知…","text":"$朝云集团(06601)$唉，今天开盘走了就解套，哪知…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/355908009","isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548933900044510","authorId":"3548933900044510","name":"lope","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3548933900044510","authorIdStr":"3548933900044510"},"content":"明天给你解套机会，快跑","text":"明天给你解套机会，快跑","html":"明天给你解套机会，快跑"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329090232,"gmtCreate":1615185398426,"gmtModify":1703485336774,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02158\">$医渡科技(02158)$</a>没有底线的家伙！","listText":"<a href=\"https://laohu8.com/S/02158\">$医渡科技(02158)$</a>没有底线的家伙！","text":"$医渡科技(02158)$没有底线的家伙！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329090232","isVote":1,"tweetType":1,"viewCount":8436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608410051,"gmtCreate":1638774935073,"gmtModify":1638774935073,"author":{"id":"3573790582514163","authorId":"3573790582514163","name":"双重喜庆嘿安逸","avatar":"https://static.tigerbbs.com/4d4ac9a568eaa98ecb1de13a2c92482e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573790582514163","authorIdStr":"3573790582514163"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06666\">$恒大物业(06666)$</a>股灾？？？","listText":"<a href=\"https://laohu8.com/S/06666\">$恒大物业(06666)$</a>股灾？？？","text":"$恒大物业(06666)$股灾？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608410051","isVote":1,"tweetType":1,"viewCount":3089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}