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ProfessorXu
07-04
$特斯拉(TSLA)$
科技引领时代,人工智能就是最靓的仔,特斯拉将其应用于智能车和机器人,无疑想象空间巨大!
ProfessorXu
2021-09-13
你认为的底不是底,你绝望的时候才是底;互联网公司的基本面是什么,是盈利多少还是持续盈利的能力?
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ProfessorXu
2021-05-26
拥抱核心资产
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ProfessorXu
2021-05-23
集约式经营
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ProfessorXu
2021-05-01
阿迪入驻多多
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ProfessorXu
2021-04-25
好股票正如好文章,宜精不宜多~
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ProfessorXu
2021-04-24
无巧不成书
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ProfessorXu
2021-04-04
笑而不语
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ProfessorXu
2021-02-21
整篇文章高屋建瓴,从历史政治经济,以及现代科技探讨股市发展方向。
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08:29","market":"sh","language":"zh","title":"从腾讯说起:中概互联网巨头,真的可以抄底了吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=1192799136","media":"苏宁金融研究院","summary":"抄底“腾讯/中概互联网ETF/恒生互联网ETF”成为市场热议话题。","content":"<p>最近一段时间,港股和美股互联网公司股票普遍大跌,抄底“腾讯/中概互联网ETF/恒生互联网ETF”成为市场热议话题。尤其是<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>,一贯被价值投资者视作可比肩茅台的优质标的,在股价跌破500港币时,更是引发了一轮抄底潮。</p>\n<p><img src=\"https://static.tigerbbs.com/7ddec8c66c55251e90f851141cb603e2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>根据低估买入的原则,当前的确是抄底买入的好时机了。以几乎涵盖所有港股上市互联网企业的恒生互联网科技指数(恒生互联网ETF的跟踪指数)为例,当前指数市盈率仅为29.87倍,处于指数发布日(2015年8月17日)以来的10.32%分位。</p>\n<p><img src=\"https://static.tigerbbs.com/108a80400278368b6cf7989b47d7adeb\" tg-width=\"562\" tg-height=\"230\" referrerpolicy=\"no-referrer\"></p>\n<p><b>问题是,投资需面向未来,在抄底互联网公司股票之前,需要先了解互联网产业的未来发展前景。</b></p>\n<p>中国互联网企业的商业模式,核心是围绕流量展开的,具体包括两大环节:流量获取和流量变现。不同类型的互联网企业,获取流量的产品(/抓手)不同,变现流量的侧重点也不同,表现出多样化的互联网业态,但万变不离其宗。</p>\n<p>以腾讯为例,早期主要靠QQ,后期叠加微信、内容(新闻、读书、音乐、视频等)等获取流量,并通过会员、广告、游戏、金融及各类股权投资等实现流量的变现;阿里、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、今日头条、美团等也是如此,先占据一个或高频或刚需的流量入口,然后基于各自的业务模式特点进行多元化变现。</p>\n<p>从行业演变的视角看,互联网产业的流量获取和流量变现本身经历了不断迭代进化的过程。早期阶段,互联网的商业模式更多是简单直接的流量变现,以早期的门户网站为代表,以广告为核心变现模式;之后,以腾讯、阿里等为代表,互联网的商业模式和流量变现模式越来越丰富多元。</p>\n<p>早在2010年,马化腾就曾做过一个论断,他认为,就互联网产业而言,渠道强势时代迟早要过去,互联网企业需要不断向价值链上游转移。</p>\n<p>以游戏变现为例,渠道强势时代的做法,更多地是上线同质化程度较高的棋牌类游戏,靠流量获取后发优势,同时代理第三方研发的大型游戏。而向价值链上移的做法,则更多地需要自行研发大型游戏,从渠道方变成全产业链的深度参与者。同样是通过游戏进行流量变现,内涵和逻辑已然不同。</p>\n<p>除了亲自下场之外,股权投资也渐渐成为向产业链上游拓展的重要途径。3Q大战之后,腾讯开始将其开放能力定义为流量和资本,将流量优势转化并放大为战略投资的优势,实现更高意义上的流量变现。</p>\n<p><b>在这个意义上,国内互联网巨头依托流量优势,靠资本投资连接外围业态,不断加宽护城河,成为互联网产业的最大投资者,也是互联网产业繁荣发展的最大受益者。</b></p>\n<p>然而,树不能长到天上,扩张总有尽头。</p>\n<p>就流量获取来看,在2018年前后,大的流量入口便基本被瓜分完毕,流量获取基本已经饱和。此时,为保持增长,各大巨头开始相互渗透,相互争抢地盘,有时候还要打一些无谓的消耗战,像囚徒困境一样,不得不打,但打了对谁都没好处。所以,从整个产业层面看,流量获取的基本面已经发生了本质性变化,增长空间日益狭窄。</p>\n<p>从流量变现的角度看,主流的流量变现方式(广告、游戏、电商带货、互联网金融、股权投资等)也开始遭遇外环境的制约。</p>\n<p>以互联网金融为例,在金融强监管的大背景下,行业已经迎来了深刻的变革;再比如股权投资,在防止资本无序扩张的纲领性要求下,巨头在新兴业态打代理人战争的混战模式基本告一段落;而广告、游戏、电商带货等领域,更多地是切蛋糕的游戏,彼此之间或有输赢胜负,站在产业层面并无大的惊喜。</p>\n<p><b>所以,无论是流量获取,还是流量变现,互联网产业的基本面都已不同往日。在此背景下,市场开始调低互联网公司的增长预期,致使其估值水平不断下移。</b></p>\n<p>此外,互联网企业快速成长为行业巨头之后,其社会性也就愈发凸显,倒逼其战略重心进行转移。</p>\n<p>结合目前的行业环境看,未来几年,大型互联网企业将越来越重视履行社会责任,在促进共同富裕中尽一份力;相比之下,借助流量优势获取利润最大化的目标将退居其次。很大程度上,“履行企业的社会责任”不再是一种宣传口号,大概率将成为一种新的行动纲领。</p>\n<p>展望未来,互联网产业“扩张即一切”的导向大概率将被纠偏,投资逻辑正在发生重大变化。<b>此时,投资者必须非常谨慎,不妨耐心等待,等局势更加明朗后再做选择;若看到低估便去抄底,属于典型的后视镜投资,大概率是要吃亏的。</b></p>","source":"lsy1568689437122","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>从腾讯说起:中概互联网巨头,真的可以抄底了吗?</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从腾讯说起:中概互联网巨头,真的可以抄底了吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-12 08:29 北京时间 <a href=https://mp.weixin.qq.com/s/XZ1tOwZozzSZ27DRFLBayw><strong>苏宁金融研究院</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最近一段时间,港股和美股互联网公司股票普遍大跌,抄底“腾讯/中概互联网ETF/恒生互联网ETF”成为市场热议话题。尤其是腾讯控股,一贯被价值投资者视作可比肩茅台的优质标的,在股价跌破500港币时,更是引发了一轮抄底潮。\n\n根据低估买入的原则,当前的确是抄底买入的好时机了。以几乎涵盖所有港股上市互联网企业的恒生互联网科技指数(恒生互联网ETF的跟踪指数)为例,当前指数市盈率仅为29.87倍,处于指数...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/XZ1tOwZozzSZ27DRFLBayw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99660c2bb468cee78b3ee90163758d58","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://mp.weixin.qq.com/s/XZ1tOwZozzSZ27DRFLBayw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192799136","content_text":"最近一段时间,港股和美股互联网公司股票普遍大跌,抄底“腾讯/中概互联网ETF/恒生互联网ETF”成为市场热议话题。尤其是腾讯控股,一贯被价值投资者视作可比肩茅台的优质标的,在股价跌破500港币时,更是引发了一轮抄底潮。\n\n根据低估买入的原则,当前的确是抄底买入的好时机了。以几乎涵盖所有港股上市互联网企业的恒生互联网科技指数(恒生互联网ETF的跟踪指数)为例,当前指数市盈率仅为29.87倍,处于指数发布日(2015年8月17日)以来的10.32%分位。\n\n问题是,投资需面向未来,在抄底互联网公司股票之前,需要先了解互联网产业的未来发展前景。\n中国互联网企业的商业模式,核心是围绕流量展开的,具体包括两大环节:流量获取和流量变现。不同类型的互联网企业,获取流量的产品(/抓手)不同,变现流量的侧重点也不同,表现出多样化的互联网业态,但万变不离其宗。\n以腾讯为例,早期主要靠QQ,后期叠加微信、内容(新闻、读书、音乐、视频等)等获取流量,并通过会员、广告、游戏、金融及各类股权投资等实现流量的变现;阿里、百度、今日头条、美团等也是如此,先占据一个或高频或刚需的流量入口,然后基于各自的业务模式特点进行多元化变现。\n从行业演变的视角看,互联网产业的流量获取和流量变现本身经历了不断迭代进化的过程。早期阶段,互联网的商业模式更多是简单直接的流量变现,以早期的门户网站为代表,以广告为核心变现模式;之后,以腾讯、阿里等为代表,互联网的商业模式和流量变现模式越来越丰富多元。\n早在2010年,马化腾就曾做过一个论断,他认为,就互联网产业而言,渠道强势时代迟早要过去,互联网企业需要不断向价值链上游转移。\n以游戏变现为例,渠道强势时代的做法,更多地是上线同质化程度较高的棋牌类游戏,靠流量获取后发优势,同时代理第三方研发的大型游戏。而向价值链上移的做法,则更多地需要自行研发大型游戏,从渠道方变成全产业链的深度参与者。同样是通过游戏进行流量变现,内涵和逻辑已然不同。\n除了亲自下场之外,股权投资也渐渐成为向产业链上游拓展的重要途径。3Q大战之后,腾讯开始将其开放能力定义为流量和资本,将流量优势转化并放大为战略投资的优势,实现更高意义上的流量变现。\n在这个意义上,国内互联网巨头依托流量优势,靠资本投资连接外围业态,不断加宽护城河,成为互联网产业的最大投资者,也是互联网产业繁荣发展的最大受益者。\n然而,树不能长到天上,扩张总有尽头。\n就流量获取来看,在2018年前后,大的流量入口便基本被瓜分完毕,流量获取基本已经饱和。此时,为保持增长,各大巨头开始相互渗透,相互争抢地盘,有时候还要打一些无谓的消耗战,像囚徒困境一样,不得不打,但打了对谁都没好处。所以,从整个产业层面看,流量获取的基本面已经发生了本质性变化,增长空间日益狭窄。\n从流量变现的角度看,主流的流量变现方式(广告、游戏、电商带货、互联网金融、股权投资等)也开始遭遇外环境的制约。\n以互联网金融为例,在金融强监管的大背景下,行业已经迎来了深刻的变革;再比如股权投资,在防止资本无序扩张的纲领性要求下,巨头在新兴业态打代理人战争的混战模式基本告一段落;而广告、游戏、电商带货等领域,更多地是切蛋糕的游戏,彼此之间或有输赢胜负,站在产业层面并无大的惊喜。\n所以,无论是流量获取,还是流量变现,互联网产业的基本面都已不同往日。在此背景下,市场开始调低互联网公司的增长预期,致使其估值水平不断下移。\n此外,互联网企业快速成长为行业巨头之后,其社会性也就愈发凸显,倒逼其战略重心进行转移。\n结合目前的行业环境看,未来几年,大型互联网企业将越来越重视履行社会责任,在促进共同富裕中尽一份力;相比之下,借助流量优势获取利润最大化的目标将退居其次。很大程度上,“履行企业的社会责任”不再是一种宣传口号,大概率将成为一种新的行动纲领。\n展望未来,互联网产业“扩张即一切”的导向大概率将被纠偏,投资逻辑正在发生重大变化。此时,投资者必须非常谨慎,不妨耐心等待,等局势更加明朗后再做选择;若看到低估便去抄底,属于典型的后视镜投资,大概率是要吃亏的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":136944974,"gmtCreate":1621992029498,"gmtModify":1621992029498,"author":{"id":"3576324249959316","authorId":"3576324249959316","name":"ProfessorXu","avatar":"https://static.tigerbbs.com/cff823667b82299c029569ba7468ff59","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"拥抱核心资产","listText":"拥抱核心资产","text":"拥抱核心资产","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/136944974","repostId":"2138519464","repostType":4,"isVote":1,"tweetType":1,"viewCount":958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375673256,"gmtCreate":1619339365875,"gmtModify":1619339365875,"author":{"id":"3576324249959316","authorId":"3576324249959316","name":"ProfessorXu","avatar":"https://static.tigerbbs.com/cff823667b82299c029569ba7468ff59","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好股票正如好文章,宜精不宜多~","listText":"好股票正如好文章,宜精不宜多~","text":"好股票正如好文章,宜精不宜多~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375673256","repostId":"1113341915","repostType":4,"isVote":1,"tweetType":1,"viewCount":1215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372770774,"gmtCreate":1619249624898,"gmtModify":1619249624898,"author":{"id":"3576324249959316","authorId":"3576324249959316","name":"ProfessorXu","avatar":"https://static.tigerbbs.com/cff823667b82299c029569ba7468ff59","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"无巧不成书","listText":"无巧不成书","text":"无巧不成书","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/372770774","repostId":"1143704582","repostType":4,"isVote":1,"tweetType":1,"viewCount":1269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":349942539,"gmtCreate":1617529924821,"gmtModify":1617529924821,"author":{"id":"3576324249959316","authorId":"3576324249959316","name":"ProfessorXu","avatar":"https://static.tigerbbs.com/cff823667b82299c029569ba7468ff59","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"笑而不语","listText":"笑而不语","text":"笑而不语","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/349942539","repostId":"2124754238","repostType":4,"isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":36068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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>科技引领时代,人工智能就是最靓的仔,特斯拉将其应用于智能车和机器人,无疑想象空间巨大!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>科技引领时代,人工智能就是最靓的仔,特斯拉将其应用于智能车和机器人,无疑想象空间巨大!","text":"$特斯拉(TSLA)$ 科技引领时代,人工智能就是最靓的仔,特斯拉将其应用于智能车和机器人,无疑想象空间巨大!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323824351244560","isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":133291730,"gmtCreate":1621749565920,"gmtModify":1621749565920,"author":{"id":"3576324249959316","authorId":"3576324249959316","name":"ProfessorXu","avatar":"https://static.tigerbbs.com/cff823667b82299c029569ba7468ff59","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"集约式经营","listText":"集约式经营","text":"集约式经营","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/133291730","repostId":"1169653727","repostType":4,"isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":101163226,"gmtCreate":1619862817765,"gmtModify":1619862817765,"author":{"id":"3576324249959316","authorId":"3576324249959316","name":"ProfessorXu","avatar":"https://static.tigerbbs.com/cff823667b82299c029569ba7468ff59","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"阿迪入驻多多","listText":"阿迪入驻多多","text":"阿迪入驻多多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/101163226","repostId":"1187108043","repostType":4,"repost":{"id":"1187108043","pubTimestamp":1619786946,"share":"https://www.laohu8.com/m/news/1187108043?lang=&edition=full","pubTime":"2021-04-30 20:49","market":"us","language":"zh","title":"拼多多2020年报:营收同比增97%,亏损近30亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1187108043","media":"新浪科技","summary":"北京时间4月30日晚间消息,拼多多今日向美国证券交易委员会(SEC)提交了20-F年报。报告显示,拼多多去年亏损近30亿元人民币,而腾讯是继黄峥之后的第二大股东。业绩情况2020年,拼多多总营收为人民","content":"<p>北京时间4月30日晚间消息,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>今日向美国证券交易委员会(SEC)提交了20-F年报。报告显示,拼多多去年亏损近30亿元人民币,而<a href=\"https://laohu8.com/S/00700\">腾讯</a>是继黄峥之后的第二大股东。</p><p><b>业绩情况</b></p><ul><li>2020年,拼多多总营收为人民币594.919亿元(约合91.175亿美元),与2019年的人民币301.419亿元相比增长 97%。</li><li>归属于拼多多普通股股东的净亏损为人民币71.797亿元(约合11.003亿美元),而2019年净亏损人民币69.676亿元。</li><li>不按美国通用会计准则,归属于拼多多普通股股东的净亏损为人民币29.650亿元(约合4.544亿美元),而2019年净亏损人民币43.658亿元。</li></ul><p><img src=\"https://static.tigerbbs.com/4ee7aedadcb887d679e9b2529951e818\" tg-width=\"1510\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p><p><b>股权情况</b></p><p>文件显示,沈南鹏持有拼多多183,684,400股A类普通股,占股3.7%。此外,Lei Chen、Haifeng Lin、George Yong-Boon Yeo、Junyun Xiao、Zhenwei Zheng和Jianchong Zhu分别持有不到1%的股份。</p><p>整体而言,拼多多董事和高管持有234,779,104股A类普通股,占股4.7%。</p><p>拼多多创始人黄峥旗下实体为拼多多最大股东,持有1,409,744,080股A类普通股,占股28.1%。腾讯旗下实体为拼多多第二大股东,持有783,217,772股A类普通股,占股15.6%。</p><p>此外,Pinduoduo Partnership旗下实体持有370,772,220股,占股7.4%。Banyan Partners Funds持有359,176,508股,占股7.2%。而Sequoia(红杉资本)持有318,658,104股,占股6.4%。</p>","source":"sina_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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2020年报:营收同比增97%,亏损近30亿元</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拼多多2020年报:营收同比增97%,亏损近30亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-30 20:49 北京时间 <a href=https://finance.sina.com.cn/tech/2021-04-30/doc-ikmxzfmk9948562.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间4月30日晚间消息,拼多多今日向美国证券交易委员会(SEC)提交了20-F年报。报告显示,拼多多去年亏损近30亿元人民币,而腾讯是继黄峥之后的第二大股东。业绩情况2020年,拼多多总营收为人民币594.919亿元(约合91.175亿美元),与2019年的人民币301.419亿元相比增长 97%。归属于拼多多普通股股东的净亏损为人民币71.797亿元(约合11.003亿美元),而2019年...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2021-04-30/doc-ikmxzfmk9948562.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a2db5797ca32628002f32e69d5dea58b","relate_stocks":{"PDD":"拼多多"},"source_url":"https://finance.sina.com.cn/tech/2021-04-30/doc-ikmxzfmk9948562.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187108043","content_text":"北京时间4月30日晚间消息,拼多多今日向美国证券交易委员会(SEC)提交了20-F年报。报告显示,拼多多去年亏损近30亿元人民币,而腾讯是继黄峥之后的第二大股东。业绩情况2020年,拼多多总营收为人民币594.919亿元(约合91.175亿美元),与2019年的人民币301.419亿元相比增长 97%。归属于拼多多普通股股东的净亏损为人民币71.797亿元(约合11.003亿美元),而2019年净亏损人民币69.676亿元。不按美国通用会计准则,归属于拼多多普通股股东的净亏损为人民币29.650亿元(约合4.544亿美元),而2019年净亏损人民币43.658亿元。股权情况文件显示,沈南鹏持有拼多多183,684,400股A类普通股,占股3.7%。此外,Lei Chen、Haifeng Lin、George Yong-Boon Yeo、Junyun Xiao、Zhenwei Zheng和Jianchong Zhu分别持有不到1%的股份。整体而言,拼多多董事和高管持有234,779,104股A类普通股,占股4.7%。拼多多创始人黄峥旗下实体为拼多多最大股东,持有1,409,744,080股A类普通股,占股28.1%。腾讯旗下实体为拼多多第二大股东,持有783,217,772股A类普通股,占股15.6%。此外,Pinduoduo Partnership旗下实体持有370,772,220股,占股7.4%。Banyan Partners Funds持有359,176,508股,占股7.2%。而Sequoia(红杉资本)持有318,658,104股,占股6.4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}