Littlemon的个人主页 - 老虎社区

Littlemon

Littlemon

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IP属地：上海

395关注

6粉丝

7主题

0勋章

2021-09-10

666

Affirm Holdings盘前涨21%，2021财年Q4营收同比增71%

2021-09-07

看好虾皮

首次进军欧洲电商领域，Sea(SE.US)旗下Shopee将登陆波兰

2021-08-31

赋能农业

拼多多为何“不放过”农业

2021-07-16

6666

开盘：恒指低开0.08%，中国恒大涨超7%

2021-07-10

6666

抱歉，原内容已删除

2021-06-16

$Energy Fuels Inc(UUUU)$666

2021-06-15

$Energy Fuels Inc(UUUU)$厉害了

2021-06-14

$Energy Fuels Inc(UUUU)$厉害了👍

2021-06-12

$游戏驿站(GME)$厉害了

2021-06-10

$斯伦贝谢(SLB)$记不起了

2021-06-09

$Energy Fuels Inc(UUUU)$没门

2021-06-08

$Energy Fuels Inc(UUUU)$膨胀了

2021-06-07

$斯伦贝谢(SLB)$🤪🤪

2021-06-06

$Energy Fuels Inc(UUUU)$厉害了

2021-06-05

$斯伦贝谢(SLB)$加油

2021-06-04

$Energy Fuels Inc(UUUU)$持有

2021-06-03

$斯伦贝谢(SLB)$加蛋

2021-06-01

看好拼多多

@陈达美股投资:What to See in C2M2C：拼多多Q1财报解读

2021-05-31

$Energy Fuels Inc(UUUU)$吃饱要多久

2021-05-30

$Energy Fuels Inc(UUUU)$厉害

去老虎APP查看更多动态

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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/76824cd4c5b97eaacdaab63d96995a28","relate_stocks":{"AFRM":"Affirm Holdings, Inc."},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-09-10/doc-iktzqtyt5215528.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2166321552","content_text":"Affirm 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14:21","market":"us","language":"zh","title":"首次进军欧洲电商领域，Sea(SE.US)旗下Shopee将登陆波兰","url":"https://stock-news.laohu8.com/highlight/detail?id=2165332724","media":"智通财经","summary":"智通财经APP获悉，知情人士透露，Sea(SE.US)旗下的Shopee正准备进军波兰，目前正在招募用户。这将是Sea首次进军欧洲电子商务领域，该公司旗下的游戏部门Garena已经成功登陆该地区，发展态势活跃。上周有媒体报道称，Shopee自今年年早些时候以来开始积极扩张拉美地区的业务，目前正准备进军印度。有知情人士接受媒体采访时表示，Shopee正在通过测试可能的新市场，来谨慎扩张其全球规模。未来几个月内，Shopee也将登陆阿根廷。市场研究人员称，该公司在东南亚的电子商务领域已经占据主导地位，截至6月30日的季度全球收入为12亿美元。针对此事，Sea并未置评。","content":"<html><body><article><p>智通财经APP获悉，知情人士透露，Sea(SE.US)旗下的Shopee正准备进军波兰，目前正在招募用户。</p><p>这将是Sea首次进军欧洲电子商务领域，该公司旗下的游戏部门Garena已经成功登陆该地区，发展态势活跃。</p><p>上周有媒体报道称，Shopee自今年年早些时候以来开始积极扩张拉美地区的业务，目前正准备进军印度。</p><p>有知情人士接受媒体采访时表示，Shopee正在通过测试可能的新市场，来谨慎扩张其全球规模。</p><p>未来几个月内，Shopee也将登陆阿根廷。</p><p>市场研究人员称，该公司在东南亚的电子商务领域已经占据主导地位，截至6月30日的季度全球收入为12亿美元。</p><p>针对此事，Sea并未置评。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>首次进军欧洲电商领域，Sea(SE.US)旗下Shopee将登陆波兰</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首次进军欧洲电商领域，Sea(SE.US)旗下Shopee将登陆波兰\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-07 14:21 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021090714215579ed291c&s=b><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，知情人士透露，Sea(SE.US)旗下的Shopee正准备进军波兰，目前正在招募用户。这将是Sea首次进军欧洲电子商务领域，该公司旗下的游戏部门Garena已经成功登陆该地区，发展态势活跃。上周有媒体报道称，Shopee自今年年早些时候以来开始积极扩张拉美地区的业务，目前正准备进军印度。有知情人士接受媒体采访时表示，Shopee正在通过测试可能的新市场，来谨慎扩张其全球规模。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021090714215579ed291c&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/b8906c2117cf409a3cc5087f96741bce","relate_stocks":{"SE":"Sea Ltd"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021090714215579ed291c&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2165332724","content_text":"智通财经APP获悉，知情人士透露，Sea(SE.US)旗下的Shopee正准备进军波兰，目前正在招募用户。这将是Sea首次进军欧洲电子商务领域，该公司旗下的游戏部门Garena已经成功登陆该地区，发展态势活跃。上周有媒体报道称，Shopee自今年年早些时候以来开始积极扩张拉美地区的业务，目前正准备进军印度。有知情人士接受媒体采访时表示，Shopee正在通过测试可能的新市场，来谨慎扩张其全球规模。未来几个月内，Shopee也将登陆阿根廷。市场研究人员称，该公司在东南亚的电子商务领域已经占据主导地位，截至6月30日的季度全球收入为12亿美元。针对此事，Sea并未置评。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818608547,"gmtCreate":1630400021789,"gmtModify":1630400021789,"author":{"id":"3576059030663215","authorId":"3576059030663215","authorIdStr":"3576059030663215","name":"Littlemon","avatar":"https://static.tigerbbs.com/7ddd5017d4475704f699f4a1b6e83b80","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576059030663215"},"themes":[],"htmlText":"赋能农业","listText":"赋能农业","text":"赋能农业","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818608547","repostId":"1107847407","repostType":2,"repost":{"id":"1107847407","weMediaInfo":{"introduction":"既有深度，又有响度，研究古典互联网。","home_visible":1,"media_name":"深响","id":"1038713350","head_image":"https://static.tigerbbs.com/f5b431abf34240f5bf6064f88f02fa9d"},"pubTimestamp":1630381556,"share":"https://www.laohu8.com/m/news/1107847407?lang=&edition=full","pubTime":"2021-08-31 11:45","market":"us","language":"zh","title":"拼多多为何“不放过”农业","url":"https://stock-news.laohu8.com/highlight/detail?id=1107847407","media":"深响","summary":"拼多多每次发财报都会成为行业焦点，这次同样有两点格外受到外界关注。\n\n第一点，拼多多赚钱了，其首次在标准会计准则下实现盈利，且24.14亿的净利润大超预期。这终结了长期以来该平台“增长只能靠烧钱”的争","content":"<p><img src=\"https://static.tigerbbs.com/1709a4a916462cf3ca199b84efe59aa1\" tg-width=\"1080\" tg-height=\"653\" referrerpolicy=\"no-referrer\">拼多多每次发财报都会成为行业焦点，这次同样有两点格外受到外界关注。</p>\n<ul>\n <li><p>第一点，拼多多赚钱了，其首次在标准会计准则下实现盈利，且24.14亿的净利润大超预期。这终结了长期以来该平台“增长只能靠烧钱”的争议。</p></li>\n <li><p>第二点，拼多多并不准备就此走上强调盈利的路线。<b>陈磊时代的拼多多延续了平台此前对农业的重视，且科技底色更加浓重。</b>财报发布的同时，拼多多推出“百亿农研专项”，宣布将不以行业价值和盈利为目的，推动农业科技进步，给农业科技从业者和劳动者更多动力。</p></li>\n</ul>\n<p>一直以来，外界持续关注拼多多的GMV及用户增长状况，对另一条主线的关注则稍显薄弱。但事实上，“农业”既是理解这个月活超7亿的平台行至今日的关键，也是观察其后续发展的重要视角。</p>\n<p>自2015年创立以来，农业始终是拼多多的基本盘。在诸多行业新贵以各种方式涉足这个古老产业的背景下，拼多多的作为，与各路同行都不一样。</p>\n<p><b>“改造”农业，有多难</b></p>\n<p>“改造农业”也好、“赋能农业”也好，这都不是新鲜概念。各路科技公司、互联网公司、房地产公司都试图参与进农业效率的提升中，但作为一个古老的产业，加上各种“时代遗留问题”，这件事比想象的要难太多。</p>\n<p>以部分互联网公司切入的农业流通环节为例，国内传统的农业流通体系相当繁杂，农产品从产地被生产出来后，需要先进入产地批发市场、再到中转地批发市场、然后是销地批发市场，最后才进到零售端。</p>\n<p>如此流通程序的形成有其特殊的产业背景：国内农业的发展更多是小农经济，产地相对分散，源头直采存在困难。但批发商的层层转手也带来了大量问题，如原产地品控缺失、物流损耗、交易链条长、存在价格波动风险等等。</p>\n<p>痛点显而易见，因此不少互联网“改造”都集中了在流通环节，或是末端的分销环节，即试图通过缩减中间环节来降本增效，在链条的局部做文章。这一思路能在一定程度上降低了消费端买菜的成本，但并不宽广的利润空间未必能够撑起一个可持续的商业模式。</p>\n<p><b>更关键的是，只在链条的局部做精简的话，对于更上游的农户、乃至农业整体的增量价值创造而言，作用并不是太大。</b></p>\n<p><img src=\"https://static.tigerbbs.com/df3e1b944099517aa7dd6f1cf271035b\" tg-width=\"870\" tg-height=\"578\" referrerpolicy=\"no-referrer\"></p>\n<p>繁杂的流通体系只是农业效率提升的阻碍之一。农业要发展，离不开生产端农户种植水平、田间地头智能化水平的提高，也离不开消费端与生产者之间高效的需求对接。<b>简言之，只有在生产、流通、消费等环节均实现效率提升，农业才能真正获得整体增量。</b></p>\n<p>而拼多多正在推进的，正是这样一个农研大工程。</p>\n<p><b>拼多多的大工程</b></p>\n<p>无论是崛起时的“农村包围城市”路径，还是平台长期以来对农产品的倾斜，拼多多和农业之间都算得上渊源颇深。</p>\n<p>不过，拼多多与农业的联系，远不只是为农产品提供线上销售渠道。作为“立身之本”，拼多多在农业上的投入涉及生产、流通、消费等环节，所做建设均是行业的基础工程。</p>\n<p>科学技术是第一生产力。在生产端，拼多多把视线投向了更底层的技术可能性，并把希望押在了年轻人身上：</p>\n<ul>\n <li><p>2020年5月，在联合国粮农组织的指导下，拼多多和中国农业大学联合发起了首届“多多农研科技大赛”。来自全球的顶尖团队参与进高原草莓AI种植挑战赛，共同探索一批有价值的“人机协同”草莓种植方案，并将其输出到更多草莓产区。</p></li>\n <li><p>2021年，“多多农研科技大赛”举办到第二届。这一次依然邀约了全球青年农业科研团队，各团队需要利用营养科学、精准农业等前沿技术，挑战六个月内种植出高质量、高产量的番茄。</p></li>\n <li><p>除了种植技术，2021年，拼多多还和中国人工智能学会、国家农业信息化工程技术研究中心、华南农业大学等产学研机构联合主办“第一届中国农业机器人创新大赛”。预赛阶段，大赛吸引了195个项目参与报名，最终，来自北京农业智能装备技术研究中心的“设施园艺机器人作业系统”、中国农业大学的“采摘童——垄作草莓收获机器人”以及福建省中科生物股份有限公司的“全自动垂直农业生产系统”分别拿下三个“一等奖”。</p></li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/5113d797bc8a6e159b8ae453ec23f607\" tg-width=\"690\" tg-height=\"390\" referrerpolicy=\"no-referrer\"></p>\n<p><b>相比成熟的互联网C端应用，新技术目前在农业领域的落地还处于早期阶段。</b>上述一系列赛事如同一座座桥梁，让AI、新材料、物联网、传感技术进入农业生产，让来自世界各地的跨学科跨领域团队交流思想。伴随着更多的青年新锐投身数字农业，即使是小农户，也将享受到新技术带来的农业科技变革。</p>\n<p>技术是拼多多投入农业生产端的关键词。在流通环节，拼多多把更多的投入放在了农产品上行基础设施的建设。</p>\n<p>拼多多2021年第二季度财报显示，其本季度的营业成本达到79亿元，同比增长197%，其中部分投入主要来自配送和仓储费用的增加。具体而言，拼多多正在全国范围内，依托其数字化增加投入，建设冷库、生鲜冷链物流体系等基础设施，建立适合生鲜农产品的供应链体系，提高运输效率、降低损耗、提高质量。</p>\n<p>“要想富，先修路”。<b>拼多多在流通环节做的是更基础的工作，而不仅仅是利用互联网属性缩减链路，把一部分利润“转移”到平台。</b>目前，基于对农业基础设施的长期投入，拼多多通过路线规划技术与网络解决方案，打造出一套高效的农产品物流体系，直连超过1000个农产区，并带动超1600万农户参与到数字经济之中。</p>\n<p>除了提升效率，降低损耗，“修路”也意味着更好地连接供需两端。基于“需求推动供给”的思路，拼多多过去几年利用大数据、云计算和人工智能等技术，对消费端进行改进，最终打造出“农地云拼”的模式。</p>\n<p><b>“农地云拼”是让生产、流通环节价值得到进一步释放的关键。</b>传统中国农业供需模式下，消费需求难以高效传导至农户，农民的种植生产存在诸多不确定性——如何为今年的生产做计划？假如要扩大产能，农产品滞销怎么办？</p>\n<p>农地云拼”模式的形成，相当于建立起一条覆盖全国的农产品上行“短链”，其一头连着市场，一头连着农户，生产得以按需推进。而在建立连接，帮助农户直接打开销路的同时，拼多多也以“零佣金”和补贴的形式助力产区增产增收，并为农产地塑造优质品牌效应。</p>\n<p>以拼多多近期举办的第三届“农货节”为例，“农货节”期间，拼多多的“百亿补贴”频道覆盖超400个优质农产区，首批上线的精选农产品及农副产品就突破了1000款。“百亿补贴”上线后，累计有1万家优质农商家入驻，上线超2万款农产品。</p>\n<p>2020年，拼多多实现农（副）产品交易额2700亿元，规模同比翻番。截至2021年5月，逾1200万农业生产者通过拼多多对接全国的消费者，其中包括百万级建档立卡户。通过拼多多，云南人参果、广西百香果、四川会理石榴等一系列区域特产农产品，都成为了“全国知名水果”</p>\n<p><img src=\"https://static.tigerbbs.com/6b1d85c06808fa596e0c02b35a1a66a8\" tg-width=\"870\" tg-height=\"569\" referrerpolicy=\"no-referrer\"></p>\n<p><b>一号位的决心</b></p>\n<p><b>生产端押注前沿技术、流通环节投入实体设施建设、销售端建立连接、给予扶持，这是一套环环相扣的思路。</b>助农初心推动着拼多多的发展，如今这条主线正变得更加强大，而各种新的变化，都与新任董事长兼CEO陈磊密切相关。</p>\n<p>过去一年，拼多多逐步完成一把手的交接——2020年7月，陈磊从拼多多CTO接任CEO。2021年3月，陈磊接过董事长职务。进入“陈磊时代”，农业仍是拼多多的发展主线，且“战略更聚焦了”。据多家媒体报道，拼多多内部负责农业项目的多位员工证实，陈磊在接任拼多多CEO后长期在各大农产区调研。</p>\n<p>在陈磊亲赴一线的推动下，拼多多进入到涵盖农产品研发、生产、运输、终端配送等全领域，持续推动农业生产和流通变革。<b>这位技术出身的一把手把研发放到了更高的战略位置，且农业布局也较此前更加全面和深入。</b></p>\n<p><img src=\"https://static.tigerbbs.com/c77e945070b97c7c5a0080236755f4ea\" tg-width=\"870\" tg-height=\"563\" referrerpolicy=\"no-referrer\"></p>\n<p>今年4月，陈磊在首次亮相时就曾表示，要坚持把农业作为战略重点，将拼多多打造为全球最大的农产品零售平台。在本季度财报电话会中，陈磊并不讳言“百亿农研专项”之于财务的影响——“这个专项短期来看，还是影响股东的每股盈利”。</p>\n<p>尽管如此，陈磊依然表示将亲自带队、争取获得大多数股东支持。他还称，二季度的全部利润，以及未来几个季度可能有的利润，都将首先进入这个专项，“直至100亿的总额得到满足”。</p>\n<p>重投农业，拼多多的决心显然易见。</p>\n<p>创新有很多种。有的是在已有的新型基础设施上对传统模式做升级，这样的创新带来了便利，但未必会对产业全局带来增量价值。有的是从0到1做“创造”，搭建一套新的基础设施，产业各方都将受益于此。</p>\n<p>拼多多助农属于后者，无论是技术研发，还是实体仓储、冷链物流，这些投入无疑需要更长的周期和更大的财力，但其将创造实实在在的“增量”和社会价值。</p>\n<p>减营销，重技术，重农业投入，重社会责任。陈磊时代的拼多多秉承初心走进了新的发展阶段，以一种更加坚决的姿态。</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>拼多多为何“不放过”农业</title>\n<style 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src=\"https://static.tigerbbs.com/1709a4a916462cf3ca199b84efe59aa1\" tg-width=\"1080\" tg-height=\"653\" referrerpolicy=\"no-referrer\">拼多多每次发财报都会成为行业焦点，这次同样有两点格外受到外界关注。</p>\n<ul>\n <li><p>第一点，拼多多赚钱了，其首次在标准会计准则下实现盈利，且24.14亿的净利润大超预期。这终结了长期以来该平台“增长只能靠烧钱”的争议。</p></li>\n <li><p>第二点，拼多多并不准备就此走上强调盈利的路线。<b>陈磊时代的拼多多延续了平台此前对农业的重视，且科技底色更加浓重。</b>财报发布的同时，拼多多推出“百亿农研专项”，宣布将不以行业价值和盈利为目的，推动农业科技进步，给农业科技从业者和劳动者更多动力。</p></li>\n</ul>\n<p>一直以来，外界持续关注拼多多的GMV及用户增长状况，对另一条主线的关注则稍显薄弱。但事实上，“农业”既是理解这个月活超7亿的平台行至今日的关键，也是观察其后续发展的重要视角。</p>\n<p>自2015年创立以来，农业始终是拼多多的基本盘。在诸多行业新贵以各种方式涉足这个古老产业的背景下，拼多多的作为，与各路同行都不一样。</p>\n<p><b>“改造”农业，有多难</b></p>\n<p>“改造农业”也好、“赋能农业”也好，这都不是新鲜概念。各路科技公司、互联网公司、房地产公司都试图参与进农业效率的提升中，但作为一个古老的产业，加上各种“时代遗留问题”，这件事比想象的要难太多。</p>\n<p>以部分互联网公司切入的农业流通环节为例，国内传统的农业流通体系相当繁杂，农产品从产地被生产出来后，需要先进入产地批发市场、再到中转地批发市场、然后是销地批发市场，最后才进到零售端。</p>\n<p>如此流通程序的形成有其特殊的产业背景：国内农业的发展更多是小农经济，产地相对分散，源头直采存在困难。但批发商的层层转手也带来了大量问题，如原产地品控缺失、物流损耗、交易链条长、存在价格波动风险等等。</p>\n<p>痛点显而易见，因此不少互联网“改造”都集中了在流通环节，或是末端的分销环节，即试图通过缩减中间环节来降本增效，在链条的局部做文章。这一思路能在一定程度上降低了消费端买菜的成本，但并不宽广的利润空间未必能够撑起一个可持续的商业模式。</p>\n<p><b>更关键的是，只在链条的局部做精简的话，对于更上游的农户、乃至农业整体的增量价值创造而言，作用并不是太大。</b></p>\n<p><img src=\"https://static.tigerbbs.com/df3e1b944099517aa7dd6f1cf271035b\" tg-width=\"870\" tg-height=\"578\" referrerpolicy=\"no-referrer\"></p>\n<p>繁杂的流通体系只是农业效率提升的阻碍之一。农业要发展，离不开生产端农户种植水平、田间地头智能化水平的提高，也离不开消费端与生产者之间高效的需求对接。<b>简言之，只有在生产、流通、消费等环节均实现效率提升，农业才能真正获得整体增量。</b></p>\n<p>而拼多多正在推进的，正是这样一个农研大工程。</p>\n<p><b>拼多多的大工程</b></p>\n<p>无论是崛起时的“农村包围城市”路径，还是平台长期以来对农产品的倾斜，拼多多和农业之间都算得上渊源颇深。</p>\n<p>不过，拼多多与农业的联系，远不只是为农产品提供线上销售渠道。作为“立身之本”，拼多多在农业上的投入涉及生产、流通、消费等环节，所做建设均是行业的基础工程。</p>\n<p>科学技术是第一生产力。在生产端，拼多多把视线投向了更底层的技术可能性，并把希望押在了年轻人身上：</p>\n<ul>\n <li><p>2020年5月，在联合国粮农组织的指导下，拼多多和中国农业大学联合发起了首届“多多农研科技大赛”。来自全球的顶尖团队参与进高原草莓AI种植挑战赛，共同探索一批有价值的“人机协同”草莓种植方案，并将其输出到更多草莓产区。</p></li>\n <li><p>2021年，“多多农研科技大赛”举办到第二届。这一次依然邀约了全球青年农业科研团队，各团队需要利用营养科学、精准农业等前沿技术，挑战六个月内种植出高质量、高产量的番茄。</p></li>\n <li><p>除了种植技术，2021年，拼多多还和中国人工智能学会、国家农业信息化工程技术研究中心、华南农业大学等产学研机构联合主办“第一届中国农业机器人创新大赛”。预赛阶段，大赛吸引了195个项目参与报名，最终，来自北京农业智能装备技术研究中心的“设施园艺机器人作业系统”、中国农业大学的“采摘童——垄作草莓收获机器人”以及福建省中科生物股份有限公司的“全自动垂直农业生产系统”分别拿下三个“一等奖”。</p></li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/5113d797bc8a6e159b8ae453ec23f607\" tg-width=\"690\" tg-height=\"390\" referrerpolicy=\"no-referrer\"></p>\n<p><b>相比成熟的互联网C端应用，新技术目前在农业领域的落地还处于早期阶段。</b>上述一系列赛事如同一座座桥梁，让AI、新材料、物联网、传感技术进入农业生产，让来自世界各地的跨学科跨领域团队交流思想。伴随着更多的青年新锐投身数字农业，即使是小农户，也将享受到新技术带来的农业科技变革。</p>\n<p>技术是拼多多投入农业生产端的关键词。在流通环节，拼多多把更多的投入放在了农产品上行基础设施的建设。</p>\n<p>拼多多2021年第二季度财报显示，其本季度的营业成本达到79亿元，同比增长197%，其中部分投入主要来自配送和仓储费用的增加。具体而言，拼多多正在全国范围内，依托其数字化增加投入，建设冷库、生鲜冷链物流体系等基础设施，建立适合生鲜农产品的供应链体系，提高运输效率、降低损耗、提高质量。</p>\n<p>“要想富，先修路”。<b>拼多多在流通环节做的是更基础的工作，而不仅仅是利用互联网属性缩减链路，把一部分利润“转移”到平台。</b>目前，基于对农业基础设施的长期投入，拼多多通过路线规划技术与网络解决方案，打造出一套高效的农产品物流体系，直连超过1000个农产区，并带动超1600万农户参与到数字经济之中。</p>\n<p>除了提升效率，降低损耗，“修路”也意味着更好地连接供需两端。基于“需求推动供给”的思路，拼多多过去几年利用大数据、云计算和人工智能等技术，对消费端进行改进，最终打造出“农地云拼”的模式。</p>\n<p><b>“农地云拼”是让生产、流通环节价值得到进一步释放的关键。</b>传统中国农业供需模式下，消费需求难以高效传导至农户，农民的种植生产存在诸多不确定性——如何为今年的生产做计划？假如要扩大产能，农产品滞销怎么办？</p>\n<p>农地云拼”模式的形成，相当于建立起一条覆盖全国的农产品上行“短链”，其一头连着市场，一头连着农户，生产得以按需推进。而在建立连接，帮助农户直接打开销路的同时，拼多多也以“零佣金”和补贴的形式助力产区增产增收，并为农产地塑造优质品牌效应。</p>\n<p>以拼多多近期举办的第三届“农货节”为例，“农货节”期间，拼多多的“百亿补贴”频道覆盖超400个优质农产区，首批上线的精选农产品及农副产品就突破了1000款。“百亿补贴”上线后，累计有1万家优质农商家入驻，上线超2万款农产品。</p>\n<p>2020年，拼多多实现农（副）产品交易额2700亿元，规模同比翻番。截至2021年5月，逾1200万农业生产者通过拼多多对接全国的消费者，其中包括百万级建档立卡户。通过拼多多，云南人参果、广西百香果、四川会理石榴等一系列区域特产农产品，都成为了“全国知名水果”</p>\n<p><img src=\"https://static.tigerbbs.com/6b1d85c06808fa596e0c02b35a1a66a8\" tg-width=\"870\" tg-height=\"569\" referrerpolicy=\"no-referrer\"></p>\n<p><b>一号位的决心</b></p>\n<p><b>生产端押注前沿技术、流通环节投入实体设施建设、销售端建立连接、给予扶持，这是一套环环相扣的思路。</b>助农初心推动着拼多多的发展，如今这条主线正变得更加强大，而各种新的变化，都与新任董事长兼CEO陈磊密切相关。</p>\n<p>过去一年，拼多多逐步完成一把手的交接——2020年7月，陈磊从拼多多CTO接任CEO。2021年3月，陈磊接过董事长职务。进入“陈磊时代”，农业仍是拼多多的发展主线，且“战略更聚焦了”。据多家媒体报道，拼多多内部负责农业项目的多位员工证实，陈磊在接任拼多多CEO后长期在各大农产区调研。</p>\n<p>在陈磊亲赴一线的推动下，拼多多进入到涵盖农产品研发、生产、运输、终端配送等全领域，持续推动农业生产和流通变革。<b>这位技术出身的一把手把研发放到了更高的战略位置，且农业布局也较此前更加全面和深入。</b></p>\n<p><img src=\"https://static.tigerbbs.com/c77e945070b97c7c5a0080236755f4ea\" tg-width=\"870\" tg-height=\"563\" referrerpolicy=\"no-referrer\"></p>\n<p>今年4月，陈磊在首次亮相时就曾表示，要坚持把农业作为战略重点，将拼多多打造为全球最大的农产品零售平台。在本季度财报电话会中，陈磊并不讳言“百亿农研专项”之于财务的影响——“这个专项短期来看，还是影响股东的每股盈利”。</p>\n<p>尽管如此，陈磊依然表示将亲自带队、争取获得大多数股东支持。他还称，二季度的全部利润，以及未来几个季度可能有的利润，都将首先进入这个专项，“直至100亿的总额得到满足”。</p>\n<p>重投农业，拼多多的决心显然易见。</p>\n<p>创新有很多种。有的是在已有的新型基础设施上对传统模式做升级，这样的创新带来了便利，但未必会对产业全局带来增量价值。有的是从0到1做“创造”，搭建一套新的基础设施，产业各方都将受益于此。</p>\n<p>拼多多助农属于后者，无论是技术研发，还是实体仓储、冷链物流，这些投入无疑需要更长的周期和更大的财力，但其将创造实实在在的“增量”和社会价值。</p>\n<p>减营销，重技术，重农业投入，重社会责任。陈磊时代的拼多多秉承初心走进了新的发展阶段，以一种更加坚决的姿态。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1709a4a916462cf3ca199b84efe59aa1","relate_stocks":{"PDD":"拼多多"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107847407","content_text":"拼多多每次发财报都会成为行业焦点，这次同样有两点格外受到外界关注。\n\n第一点，拼多多赚钱了，其首次在标准会计准则下实现盈利，且24.14亿的净利润大超预期。这终结了长期以来该平台“增长只能靠烧钱”的争议。\n第二点，拼多多并不准备就此走上强调盈利的路线。陈磊时代的拼多多延续了平台此前对农业的重视，且科技底色更加浓重。财报发布的同时，拼多多推出“百亿农研专项”，宣布将不以行业价值和盈利为目的，推动农业科技进步，给农业科技从业者和劳动者更多动力。\n\n一直以来，外界持续关注拼多多的GMV及用户增长状况，对另一条主线的关注则稍显薄弱。但事实上，“农业”既是理解这个月活超7亿的平台行至今日的关键，也是观察其后续发展的重要视角。\n自2015年创立以来，农业始终是拼多多的基本盘。在诸多行业新贵以各种方式涉足这个古老产业的背景下，拼多多的作为，与各路同行都不一样。\n“改造”农业，有多难\n“改造农业”也好、“赋能农业”也好，这都不是新鲜概念。各路科技公司、互联网公司、房地产公司都试图参与进农业效率的提升中，但作为一个古老的产业，加上各种“时代遗留问题”，这件事比想象的要难太多。\n以部分互联网公司切入的农业流通环节为例，国内传统的农业流通体系相当繁杂，农产品从产地被生产出来后，需要先进入产地批发市场、再到中转地批发市场、然后是销地批发市场，最后才进到零售端。\n如此流通程序的形成有其特殊的产业背景：国内农业的发展更多是小农经济，产地相对分散，源头直采存在困难。但批发商的层层转手也带来了大量问题，如原产地品控缺失、物流损耗、交易链条长、存在价格波动风险等等。\n痛点显而易见，因此不少互联网“改造”都集中了在流通环节，或是末端的分销环节，即试图通过缩减中间环节来降本增效，在链条的局部做文章。这一思路能在一定程度上降低了消费端买菜的成本，但并不宽广的利润空间未必能够撑起一个可持续的商业模式。\n更关键的是，只在链条的局部做精简的话，对于更上游的农户、乃至农业整体的增量价值创造而言，作用并不是太大。\n\n繁杂的流通体系只是农业效率提升的阻碍之一。农业要发展，离不开生产端农户种植水平、田间地头智能化水平的提高，也离不开消费端与生产者之间高效的需求对接。简言之，只有在生产、流通、消费等环节均实现效率提升，农业才能真正获得整体增量。\n而拼多多正在推进的，正是这样一个农研大工程。\n拼多多的大工程\n无论是崛起时的“农村包围城市”路径，还是平台长期以来对农产品的倾斜，拼多多和农业之间都算得上渊源颇深。\n不过，拼多多与农业的联系，远不只是为农产品提供线上销售渠道。作为“立身之本”，拼多多在农业上的投入涉及生产、流通、消费等环节，所做建设均是行业的基础工程。\n科学技术是第一生产力。在生产端，拼多多把视线投向了更底层的技术可能性，并把希望押在了年轻人身上：\n\n2020年5月，在联合国粮农组织的指导下，拼多多和中国农业大学联合发起了首届“多多农研科技大赛”。来自全球的顶尖团队参与进高原草莓AI种植挑战赛，共同探索一批有价值的“人机协同”草莓种植方案，并将其输出到更多草莓产区。\n2021年，“多多农研科技大赛”举办到第二届。这一次依然邀约了全球青年农业科研团队，各团队需要利用营养科学、精准农业等前沿技术，挑战六个月内种植出高质量、高产量的番茄。\n除了种植技术，2021年，拼多多还和中国人工智能学会、国家农业信息化工程技术研究中心、华南农业大学等产学研机构联合主办“第一届中国农业机器人创新大赛”。预赛阶段，大赛吸引了195个项目参与报名，最终，来自北京农业智能装备技术研究中心的“设施园艺机器人作业系统”、中国农业大学的“采摘童——垄作草莓收获机器人”以及福建省中科生物股份有限公司的“全自动垂直农业生产系统”分别拿下三个“一等奖”。\n\n\n相比成熟的互联网C端应用，新技术目前在农业领域的落地还处于早期阶段。上述一系列赛事如同一座座桥梁，让AI、新材料、物联网、传感技术进入农业生产，让来自世界各地的跨学科跨领域团队交流思想。伴随着更多的青年新锐投身数字农业，即使是小农户，也将享受到新技术带来的农业科技变革。\n技术是拼多多投入农业生产端的关键词。在流通环节，拼多多把更多的投入放在了农产品上行基础设施的建设。\n拼多多2021年第二季度财报显示，其本季度的营业成本达到79亿元，同比增长197%，其中部分投入主要来自配送和仓储费用的增加。具体而言，拼多多正在全国范围内，依托其数字化增加投入，建设冷库、生鲜冷链物流体系等基础设施，建立适合生鲜农产品的供应链体系，提高运输效率、降低损耗、提高质量。\n“要想富，先修路”。拼多多在流通环节做的是更基础的工作，而不仅仅是利用互联网属性缩减链路，把一部分利润“转移”到平台。目前，基于对农业基础设施的长期投入，拼多多通过路线规划技术与网络解决方案，打造出一套高效的农产品物流体系，直连超过1000个农产区，并带动超1600万农户参与到数字经济之中。\n除了提升效率，降低损耗，“修路”也意味着更好地连接供需两端。基于“需求推动供给”的思路，拼多多过去几年利用大数据、云计算和人工智能等技术，对消费端进行改进，最终打造出“农地云拼”的模式。\n“农地云拼”是让生产、流通环节价值得到进一步释放的关键。传统中国农业供需模式下，消费需求难以高效传导至农户，农民的种植生产存在诸多不确定性——如何为今年的生产做计划？假如要扩大产能，农产品滞销怎么办？\n农地云拼”模式的形成，相当于建立起一条覆盖全国的农产品上行“短链”，其一头连着市场，一头连着农户，生产得以按需推进。而在建立连接，帮助农户直接打开销路的同时，拼多多也以“零佣金”和补贴的形式助力产区增产增收，并为农产地塑造优质品牌效应。\n以拼多多近期举办的第三届“农货节”为例，“农货节”期间，拼多多的“百亿补贴”频道覆盖超400个优质农产区，首批上线的精选农产品及农副产品就突破了1000款。“百亿补贴”上线后，累计有1万家优质农商家入驻，上线超2万款农产品。\n2020年，拼多多实现农（副）产品交易额2700亿元，规模同比翻番。截至2021年5月，逾1200万农业生产者通过拼多多对接全国的消费者，其中包括百万级建档立卡户。通过拼多多，云南人参果、广西百香果、四川会理石榴等一系列区域特产农产品，都成为了“全国知名水果”\n\n一号位的决心\n生产端押注前沿技术、流通环节投入实体设施建设、销售端建立连接、给予扶持，这是一套环环相扣的思路。助农初心推动着拼多多的发展，如今这条主线正变得更加强大，而各种新的变化，都与新任董事长兼CEO陈磊密切相关。\n过去一年，拼多多逐步完成一把手的交接——2020年7月，陈磊从拼多多CTO接任CEO。2021年3月，陈磊接过董事长职务。进入“陈磊时代”，农业仍是拼多多的发展主线，且“战略更聚焦了”。据多家媒体报道，拼多多内部负责农业项目的多位员工证实，陈磊在接任拼多多CEO后长期在各大农产区调研。\n在陈磊亲赴一线的推动下，拼多多进入到涵盖农产品研发、生产、运输、终端配送等全领域，持续推动农业生产和流通变革。这位技术出身的一把手把研发放到了更高的战略位置，且农业布局也较此前更加全面和深入。\n\n今年4月，陈磊在首次亮相时就曾表示，要坚持把农业作为战略重点，将拼多多打造为全球最大的农产品零售平台。在本季度财报电话会中，陈磊并不讳言“百亿农研专项”之于财务的影响——“这个专项短期来看，还是影响股东的每股盈利”。\n尽管如此，陈磊依然表示将亲自带队、争取获得大多数股东支持。他还称，二季度的全部利润，以及未来几个季度可能有的利润，都将首先进入这个专项，“直至100亿的总额得到满足”。\n重投农业，拼多多的决心显然易见。\n创新有很多种。有的是在已有的新型基础设施上对传统模式做升级，这样的创新带来了便利，但未必会对产业全局带来增量价值。有的是从0到1做“创造”，搭建一套新的基础设施，产业各方都将受益于此。\n拼多多助农属于后者，无论是技术研发，还是实体仓储、冷链物流，这些投入无疑需要更长的周期和更大的财力，但其将创造实实在在的“增量”和社会价值。\n减营销，重技术，重农业投入，重社会责任。陈磊时代的拼多多秉承初心走进了新的发展阶段，以一种更加坚决的姿态。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170370404,"gmtCreate":1626408069108,"gmtModify":1626408069108,"author":{"id":"3576059030663215","authorId":"3576059030663215","authorIdStr":"3576059030663215","name":"Littlemon","avatar":"https://static.tigerbbs.com/7ddd5017d4475704f699f4a1b6e83b80","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576059030663215"},"themes":[],"htmlText":"6666","listText":"6666","text":"6666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170370404","repostId":"1197075574","repostType":4,"repost":{"id":"1197075574","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":1626398415,"share":"https://www.laohu8.com/m/news/1197075574?lang=&edition=full","pubTime":"2021-07-16 09:20","market":"hk","language":"zh","title":"开盘：恒指低开0.08%，中国恒大涨超7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1197075574","media":"老虎资讯综合","summary":"7月16日，恒生指数开盘下跌23.71点，跌幅0.08%，报27972.56点；国企指数开盘上涨1.45点，涨幅0.01%，报10175.72点；红筹指数开盘上涨3.48点，涨幅0.09%，报3831","content":"<p>7月16日，恒生指数开盘下跌23.71点，跌幅0.08%，报27972.56点；国企指数开盘上涨1.45点，涨幅0.01%，报10175.72点；红筹指数开盘上涨3.48点，涨幅0.09%，报3831.75点。</p>\n<p>恒生科技指数跌0.29%报7639点，大型科技股涨跌参半，<a href=\"https://laohu8.com/S/09999\">网易-S</a>、<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>、<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>小幅上涨，<a href=\"https://laohu8.com/S/03690\">美团-W</a>、<a href=\"https://laohu8.com/S/01024\">快手-W</a>跌近1%</p>\n<p><a href=\"https://laohu8.com/S/02359\">药明康德</a>涨超6%，预计上半年净利润同比增长53%到55%。</p>\n<p><a href=\"https://laohu8.com/S/03333\">中国恒大</a>开涨逾7%， 将于7月27日讨论特别分红计划。</p>\n<p><a href=\"https://laohu8.com/S/00728\">中国电信</a>涨3%，预计上半年净利同比增长26%-28%。</p>\n<p>新股<a href=\"https://laohu8.com/S/06616\">环球新材国际</a>开涨超26%，发行价3.25港元/股；新股<a href=\"https://laohu8.com/S/02175\">中国通才教育</a>破发，开跌超10%，发行价3.69港元/股；新股<a href=\"https://laohu8.com/S/02207\">融信服务</a>破发，跌1%，发行价4.88港元/股；新股<a href=\"https://laohu8.com/S/09960\">康圣环球</a>、<a href=\"https://laohu8.com/S/02205\">康桥悦生活</a>平开。</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>开盘：恒指低开0.08%，中国恒大涨超7%</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开盘：恒指低开0.08%，中国恒大涨超7%\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\">2021-07-16 09:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月16日，恒生指数开盘下跌23.71点，跌幅0.08%，报27972.56点；国企指数开盘上涨1.45点，涨幅0.01%，报10175.72点；红筹指数开盘上涨3.48点，涨幅0.09%，报3831.75点。</p>\n<p>恒生科技指数跌0.29%报7639点，大型科技股涨跌参半，<a href=\"https://laohu8.com/S/09999\">网易-S</a>、<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>、<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>小幅上涨，<a href=\"https://laohu8.com/S/03690\">美团-W</a>、<a href=\"https://laohu8.com/S/01024\">快手-W</a>跌近1%</p>\n<p><a href=\"https://laohu8.com/S/02359\">药明康德</a>涨超6%，预计上半年净利润同比增长53%到55%。</p>\n<p><a href=\"https://laohu8.com/S/03333\">中国恒大</a>开涨逾7%， 将于7月27日讨论特别分红计划。</p>\n<p><a href=\"https://laohu8.com/S/00728\">中国电信</a>涨3%，预计上半年净利同比增长26%-28%。</p>\n<p>新股<a href=\"https://laohu8.com/S/06616\">环球新材国际</a>开涨超26%，发行价3.25港元/股；新股<a href=\"https://laohu8.com/S/02175\">中国通才教育</a>破发，开跌超10%，发行价3.69港元/股；新股<a href=\"https://laohu8.com/S/02207\">融信服务</a>破发，跌1%，发行价4.88港元/股；新股<a href=\"https://laohu8.com/S/09960\">康圣环球</a>、<a href=\"https://laohu8.com/S/02205\">康桥悦生活</a>平开。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"513600":"恒生指数ETF","03333":"中国恒大","HSCCI":"红筹指数","HSCEI":"国企指数","02359":"药明康德","02833":"恒指ETF","00728":"中国电信","HSI":"恒生指数","HSTECH":"恒生科技指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197075574","content_text":"7月16日，恒生指数开盘下跌23.71点，跌幅0.08%，报27972.56点；国企指数开盘上涨1.45点，涨幅0.01%，报10175.72点；红筹指数开盘上涨3.48点，涨幅0.09%，报3831.75点。\n恒生科技指数跌0.29%报7639点，大型科技股涨跌参半，网易-S、小米集团-W、腾讯控股小幅上涨，美团-W、快手-W跌近1%\n药明康德涨超6%，预计上半年净利润同比增长53%到55%。\n中国恒大开涨逾7%， 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Wind再来看一下港股市场年前热门的光伏概念股，保利协鑫能源（3800.HK）和新特能源（1799.HK）；截至港股收盘，分别跌超近25.69%和18.55%。较近期最高点分别跌超40%和48%，近乎斩半。行情数据源自Wind行情数据源自Wind核按钮启动者：那么为什么光伏会跌得如此惨烈，又是谁按下了光伏的核按钮呢？最大的可能性是3月4日国家能源综合司发布的一个文件，《关于2021年风电、光伏发电开发建设有关事项的通知（征求意见稿）》，因为征求意见很高，那么按照这个征求意见稿里面的总体要求，“2021年，风电、光伏发电发电量占全社会用电量的比重达到11%左右”。信息源自中国光伏行业协会网站可能很多人单纯从字眼看这个文件会觉得，难道这不是一件好事吗？那么实际上风电、光伏发电发电量占全社会用电的比重达11%左右，那么11%左右是个什么样的概念呢？先来看一组2020年我国的用电数据。2020年全国全社会用电量达7.5万亿千瓦时，较2019年同比增长了3.1%。数据源自国家能源局合理化假定及运算：由于2020年受疫情影响，2020年用电量同比增长的速度较2019年的4.5%其实是放缓了的。假定我们可以预估今年经济发展的增速会加快，那么2021年用电量会增加4%，2021年全社会电量应该会达到7.8万亿千瓦时。所以说如果光伏和风电合计占比11%的话，也就是8592.6亿千瓦时。这个数字看起来很多，但实际上如果我们对比一下2020年并网风电装机容量，实际已经到了","listText":"光伏市场近况一览：最近两周的股市可谓是一片狼藉，各大版块都有不同程度的下跌，作为去年超级强势的龙头大哥“光伏”也按下了核按钮，整个光伏板块无一幸免。截至A股收盘，隆基股份（601012）作为光伏的龙头再度跌停，通威股份（600438）和阳光电源（300274）也分别跌超9%和8%，整个板块跌超近5%。惨烈数据见下图行情数据源自 Wind再来看一下港股市场年前热门的光伏概念股，保利协鑫能源（3800.HK）和新特能源（1799.HK）；截至港股收盘，分别跌超近25.69%和18.55%。较近期最高点分别跌超40%和48%，近乎斩半。行情数据源自Wind行情数据源自Wind核按钮启动者：那么为什么光伏会跌得如此惨烈，又是谁按下了光伏的核按钮呢？最大的可能性是3月4日国家能源综合司发布的一个文件，《关于2021年风电、光伏发电开发建设有关事项的通知（征求意见稿）》，因为征求意见很高，那么按照这个征求意见稿里面的总体要求，“2021年，风电、光伏发电发电量占全社会用电量的比重达到11%左右”。信息源自中国光伏行业协会网站可能很多人单纯从字眼看这个文件会觉得，难道这不是一件好事吗？那么实际上风电、光伏发电发电量占全社会用电的比重达11%左右，那么11%左右是个什么样的概念呢？先来看一组2020年我国的用电数据。2020年全国全社会用电量达7.5万亿千瓦时，较2019年同比增长了3.1%。数据源自国家能源局合理化假定及运算：由于2020年受疫情影响，2020年用电量同比增长的速度较2019年的4.5%其实是放缓了的。假定我们可以预估今年经济发展的增速会加快，那么2021年用电量会增加4%，2021年全社会电量应该会达到7.8万亿千瓦时。所以说如果光伏和风电合计占比11%的话，也就是8592.6亿千瓦时。这个数字看起来很多，但实际上如果我们对比一下2020年并网风电装机容量，实际已经到了","text":"光伏市场近况一览：最近两周的股市可谓是一片狼藉，各大版块都有不同程度的下跌，作为去年超级强势的龙头大哥“光伏”也按下了核按钮，整个光伏板块无一幸免。截至A股收盘，隆基股份（601012）作为光伏的龙头再度跌停，通威股份（600438）和阳光电源（300274）也分别跌超9%和8%，整个板块跌超近5%。惨烈数据见下图行情数据源自 Wind再来看一下港股市场年前热门的光伏概念股，保利协鑫能源（3800.HK）和新特能源（1799.HK）；截至港股收盘，分别跌超近25.69%和18.55%。较近期最高点分别跌超40%和48%，近乎斩半。行情数据源自Wind行情数据源自Wind核按钮启动者：那么为什么光伏会跌得如此惨烈，又是谁按下了光伏的核按钮呢？最大的可能性是3月4日国家能源综合司发布的一个文件，《关于2021年风电、光伏发电开发建设有关事项的通知（征求意见稿）》，因为征求意见很高，那么按照这个征求意见稿里面的总体要求，“2021年，风电、光伏发电发电量占全社会用电量的比重达到11%左右”。信息源自中国光伏行业协会网站可能很多人单纯从字眼看这个文件会觉得，难道这不是一件好事吗？那么实际上风电、光伏发电发电量占全社会用电的比重达11%左右，那么11%左右是个什么样的概念呢？先来看一组2020年我国的用电数据。2020年全国全社会用电量达7.5万亿千瓦时，较2019年同比增长了3.1%。数据源自国家能源局合理化假定及运算：由于2020年受疫情影响，2020年用电量同比增长的速度较2019年的4.5%其实是放缓了的。假定我们可以预估今年经济发展的增速会加快，那么2021年用电量会增加4%，2021年全社会电量应该会达到7.8万亿千瓦时。所以说如果光伏和风电合计占比11%的话，也就是8592.6亿千瓦时。这个数字看起来很多，但实际上如果我们对比一下2020年并网风电装机容量，实际已经到了","images":[{"img":"https://static.tigerbbs.com/0c2daea393b324809f6a7337fca26eff","width":"688","height":"401"},{"img":"https://static.tigerbbs.com/1a3616b3c82d2a5f6a90ff9f850315ea","width":"569","height":"148"},{"img":"https://static.tigerbbs.com/9381af97aa60d3fafcb973e97b80c253","width":"688","height":"255"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329935946","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575499707386483","authorId":"3575499707386483","authorIdStr":"3575499707386483","name":"这是技术性调整","avatar":"https://static.tigerbbs.com/34eadfd257f4edca2c3b49f50372da51","crmLevel":2,"crmLevelSwitch":0,"idStr":"3575499707386483"},"content":"特别是储能行业","text":"特别是储能行业","html":"特别是储能行业"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356440117,"gmtCreate":1616809955639,"gmtModify":1616809955639,"author":{"id":"3576059030663215","authorId":"3576059030663215","authorIdStr":"3576059030663215","name":"Littlemon","avatar":"https://static.tigerbbs.com/7ddd5017d4475704f699f4a1b6e83b80","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576059030663215"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>还有救","listText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>还有救","text":"$中芯国际(00981)$还有救","images":[{"img":"https://static.tigerbbs.com/2cafe7dfbb148f235920b8d77f7da983","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/352335319","isVote":1,"tweetType":1,"viewCount":772,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575499707386483","authorId":"3575499707386483","authorIdStr":"3575499707386483","name":"这是技术性调整","avatar":"https://static.tigerbbs.com/34eadfd257f4edca2c3b49f50372da51","crmLevel":2,"crmLevelSwitch":0,"idStr":"3575499707386483"},"content":"抄底了吗？","text":"抄底了吗？","html":"抄底了吗？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":363817104,"gmtCreate":1614124938408,"gmtModify":1614124938408,"author":{"id":"3576059030663215","authorId":"3576059030663215","authorIdStr":"3576059030663215","name":"Littlemon","avatar":"https://static.tigerbbs.com/7ddd5017d4475704f699f4a1b6e83b80","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576059030663215"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>额。。。。","listText":"<a 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href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a>给吃喝玩乐","text":"$Coupang, Inc.(CPNG)$给吃喝玩乐","images":[{"img":"https://static.tigerbbs.com/d9abbf33860ca9638b41238e381dfdd0","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/379125282","isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":103343604,"gmtCreate":1619750915008,"gmtModify":1619750915008,"author":{"id":"3576059030663215","authorId":"3576059030663215","authorIdStr":"3576059030663215","name":"Littlemon","avatar":"https://static.tigerbbs.com/7ddd5017d4475704f699f4a1b6e83b80","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576059030663215"},"themes":[],"htmlText":"阿鹿头","listText":"阿鹿头","text":"阿鹿头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/103343604","repostId":"1153490597","repostType":4,"repost":{"id":"1153490597","pubTimestamp":1619741154,"share":"https://www.laohu8.com/m/news/1153490597?lang=&edition=full","pubTime":"2021-04-30 08:05","market":"us","language":"en","title":"S&P 500 notches record close after strong earnings from Facebook and Apple","url":"https://stock-news.laohu8.com/highlight/detail?id=1153490597","media":"CNBC","summary":"The S&P 500 closed at record levels on Thursday after blowout earnings results from two of the biggest tech companies in the world: Apple and Facebook.The Dow Jones Industrial Average ended the day up 239.98 points, or 0.7%, at 34,060.36. The S&P 500 advanced just under 0.7% to finish the day at 4,211.47, a new closing high.The tech-heavy Nasdaq Composite, which began the day up 1%, underperformed with a gain of just over 0.2% to end the session at 14,082.55.Apple, which reported earnings yester","content":"<div>\n<p>The S&P 500 closed at record levels on Thursday after blowout earnings results from two of the biggest tech companies in the world: Apple and Facebook.The Dow Jones Industrial Average ended the day up...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/28/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>S&P 500 notches record close after strong earnings from Facebook and Apple</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\">\nS&P 500 notches record close after strong earnings from Facebook and Apple\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-30 08:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/28/stock-market-futures-open-to-close-news.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 closed at record levels on Thursday after blowout earnings results from two of the biggest tech companies in the world: Apple and Facebook.The Dow Jones Industrial Average ended the day up...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/28/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","AAPL":"苹果","TWTR":"Twitter",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.cnbc.com/2021/04/28/stock-market-futures-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1153490597","content_text":"The S&P 500 closed at record levels on Thursday after blowout earnings results from two of the biggest tech companies in the world: Apple and Facebook.The Dow Jones Industrial Average ended the day up 239.98 points, or 0.7%, at 34,060.36. The S&P 500 advanced just under 0.7% to finish the day at 4,211.47, a new closing high.The tech-heavy Nasdaq Composite, which began the day up 1%, underperformed with a gain of just over 0.2% to end the session at 14,082.55.Apple, which reported earnings yesterday afternoon, said that sales jumped 54% during the quarter, with each product category seeing double-digit growth. The company also said it would increase its dividend by 7%, and authorized $90 billion in share buybacks. Still, Apple shares ended the day just under the flatline.“The primary market trend remains positive,” said Keith Lerner, chief market strategist at Truist. “But we expect a choppier environment as tensions are set to persist between better economic growth and earnings prospects versus the potential for higher taxes and rising interest rates as the economy normalizes,” he added.Thursday marks President Joe Biden’s 100th day in office. On Wednesday evening, he made his first address to a joint session of Congress where he pushed his so-far popular agenda, which includes a $2 trillion infrastructure plan as well as a freshly unveiled, $1.8 trillion plan for families, children and students.Thursday is also the busiest day of the quarterly earnings season, with roughly 11% of the S&P 500 slated to provide quarterly updates.McDonald’s published its results before the opening bell and told investors that its sales have finally topped pre-pandemic levels. The Dow component also raised its outlook for systemwide sales growth. The stock added 1.2% at the close.Caterpillar, which also reported on Thursday, lost 2% while Merck dropped 4.4% following disappointing results. Amazon issued its first-quarter results shortlyafter market close. The e-commerce giant surpassed analysts’ expectations on earnings and revenue.Gilead Sciences, Twitter, U.S. Steel and Western Digital will also post results after the bell.Facebook’s revenue jumped 48%, driven by higher-priced ads, sending its stock up 7.3% and to a record. Qualcomm shares added 4.4% after reporting a 52% jump in revenue.Economic data released Thursday gave investors an update on the progress of the economic recovery.First-quarter GDP hit an annualized rate of 6.4%, according to a report published by the Bureau of Economic Analysis, a sign that the U.S. economy began 2021 with an accelerationof commercial activity. Outside of the reopening-fueled third-quarter surge last year, it was the best period for GDP since the third quarter of 2003.The Labor Department, meanwhile, reported that initial jobless claims last week totaled 553,000, just above the 528,000 estimate issued by Dow Jones.The Federal Reserve said Wednesday that it would hold interest rates near zero. The S&P slid from its high after Federal Reserve Chairman Jerome Powell said during a press conference following the Federal Open Market Committee’s decision that there are some signs of froth in the market.“Rates remain unchanged for now and, despite improving economic data, taper talk remained off the table at today’s Federal Reserve meeting,” said Bethany Payne, portfolio manager at Janus Henderson.“As vaccination rates accelerate, employment strengthens, and expansive fiscal policy adds further support to household and business incomes, investors are now looking for signs of whether the central bank safety net could be withdrawn sooner than expected,” she added.Big Tech earningsAmazon sales surge 44% as it smashes earnings expectationsNio Reports Q1 Beat Amid Strong Demand, Forecasts Deliveries Growth Despite Chip ShortagesTwitter stock plunges on user miss and low guidanceWestern Digital's quarterly results and outlook topped Wall Street estimatesGilead Sciences Q1 Earnings Beat 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长期不止1000亿美元，今晚买的敲1！","htmlText":"Coinbase今晚在美股DPO，券商给的指导价每股250美元，对应市值才653亿美元，这绝对是低估，开盘希望能在300以内抢筹！ Coinbase作为一个非常规资产，选择上市方式当然不能跟大家都一样！选择直接上市，更加市场化给大家定价，给所有人竞争机会，不会只有投行的客户才能参与。值得注意的是，在 IPO 中，上市公司通常会新股以筹集新资金，但直接上市的话，公司通常不希望募集更多资金，而是由公司员工和投资者直接向公众出售他们现有的股票。 比特币会不会取代黄金我不知道，反正我不买黄金，比特币会不会取代美元，我觉得大概率不会，但是Coinbase的上市越发证明了华尔街和主流资本市场对比特币的认可和接纳。Coinbase上市不仅仅是一个公司上市，不仅仅是一个交易所的被证明，更是一个跨时代资产的被认可。 假设您要购买比特币，目前有两种选择： 1、部署功能强大的复杂计算机来解决复杂的数学问题进行比特币挖矿 2、在加密货币交易所购买。 第一种选择成本很高，而且需要大量的技术知识，而后者只需要在交易所开户即可。Coinbase实际就是提供这个交易服务，类似一个美股券商。 Coinbase 钱包服务不会向用户收取加密货币存储费用，但是，当您实际买卖比特币和以太坊等加密货币时，Coinbase 将赚取手续费和佣金，具体而言，Coinbase 的主要收入主要包括： 1、保证金费用，也就是所谓的价差，Coinbase 对加密货币的购买和销售收取约 0.50％ 的费用，该费率会根据市场情况而有所不同。最终要支付的保证金费用取决于用户获得报价和实际完成订单之间的价格变化。 2、Coinbase Fee，这是对所有加密交易征收的佣金，也是除价差之外，你还要被收取的一笔费用，用户实际支付的 Coinbase Fee 金额取决于所在地和交易总额。 除了交易服务之外，Coinbase 还有其他几项主要业务","listText":"Coinbase今晚在美股DPO，券商给的指导价每股250美元，对应市值才653亿美元，这绝对是低估，开盘希望能在300以内抢筹！ Coinbase作为一个非常规资产，选择上市方式当然不能跟大家都一样！选择直接上市，更加市场化给大家定价，给所有人竞争机会，不会只有投行的客户才能参与。值得注意的是，在 IPO 中，上市公司通常会新股以筹集新资金，但直接上市的话，公司通常不希望募集更多资金，而是由公司员工和投资者直接向公众出售他们现有的股票。 比特币会不会取代黄金我不知道，反正我不买黄金，比特币会不会取代美元，我觉得大概率不会，但是Coinbase的上市越发证明了华尔街和主流资本市场对比特币的认可和接纳。Coinbase上市不仅仅是一个公司上市，不仅仅是一个交易所的被证明，更是一个跨时代资产的被认可。 假设您要购买比特币，目前有两种选择： 1、部署功能强大的复杂计算机来解决复杂的数学问题进行比特币挖矿 2、在加密货币交易所购买。 第一种选择成本很高，而且需要大量的技术知识，而后者只需要在交易所开户即可。Coinbase实际就是提供这个交易服务，类似一个美股券商。 Coinbase 钱包服务不会向用户收取加密货币存储费用，但是，当您实际买卖比特币和以太坊等加密货币时，Coinbase 将赚取手续费和佣金，具体而言，Coinbase 的主要收入主要包括： 1、保证金费用，也就是所谓的价差，Coinbase 对加密货币的购买和销售收取约 0.50％ 的费用，该费率会根据市场情况而有所不同。最终要支付的保证金费用取决于用户获得报价和实际完成订单之间的价格变化。 2、Coinbase Fee，这是对所有加密交易征收的佣金，也是除价差之外，你还要被收取的一笔费用，用户实际支付的 Coinbase Fee 金额取决于所在地和交易总额。 除了交易服务之外，Coinbase 还有其他几项主要业务","text":"Coinbase今晚在美股DPO，券商给的指导价每股250美元，对应市值才653亿美元，这绝对是低估，开盘希望能在300以内抢筹！ Coinbase作为一个非常规资产，选择上市方式当然不能跟大家都一样！选择直接上市，更加市场化给大家定价，给所有人竞争机会，不会只有投行的客户才能参与。值得注意的是，在 IPO 中，上市公司通常会新股以筹集新资金，但直接上市的话，公司通常不希望募集更多资金，而是由公司员工和投资者直接向公众出售他们现有的股票。 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