+关注
小颖5500
暂无个人介绍
IP属地：0
6
关注
0
粉丝
5
主题
0
勋章
主贴
热门
小颖5500
07-25
$Faraday Future(FFIE)$
反对
小颖5500
2023-08-30
这篇文章不错，转发给大家看看
抱歉，原内容已删除
小颖5500
2022-07-04
这篇文章不错，转发给大家看
抱歉，原内容已删除
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3577077252998835","uuid":"3577077252998835","gmtCreate":1626828129046,"gmtModify":1626828129046,"name":"小颖5500","pinyin":"xy5500xiaoying5500","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":6,"tweetSize":3,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":5,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"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":"2024.04.17","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.08.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.35%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.79%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"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":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":8,"crmLevelSwitch":0,"location":"0","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":331104262140000,"gmtCreate":1721842907336,"gmtModify":1721858398405,"author":{"id":"3577077252998835","authorId":"3577077252998835","name":"小颖5500","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577077252998835","idStr":"3577077252998835"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>反对","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>反对","text":"$Faraday Future(FFIE)$ 反对","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331104262140000","isVote":1,"tweetType":1,"viewCount":746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":214297866162376,"gmtCreate":1693359651510,"gmtModify":1693360108069,"author":{"id":"3577077252998835","authorId":"3577077252998835","name":"小颖5500","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577077252998835","idStr":"3577077252998835"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/214297866162376","repostId":"2362976091","repostType":2,"repost":{"id":"2362976091","pubTimestamp":1692972561,"share":"https://www.laohu8.com/m/news/2362976091?lang=&edition=full","pubTime":"2023-08-25 22:09","market":"us","language":"zh","title":"恒大汽车(00708)公布中期业绩 拥有人应占亏损约68.65亿元 同比收窄48.62% 净负债减少431.39亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2362976091","media":"智通财经","summary":"智通财经APP讯，恒大汽车 公布2023年中期业绩，收入为人民币1.55亿元，同比增长5.41倍;毛损为6088万元，同比增加531.54%;公司拥有人应占期内亏损约68.65亿元，同比收窄48.62%;每股基本亏损63.308分。此外，该集团持作出售的终止经营的业务于2023年5月12日完成，导致财务报表的净负债减少人民币431.39亿元。截至2023年6月30日，公司净负债降至人民币328.4亿元。在所有恒驰5的预售订单当中，超过760台于报告期交付。","content":"<html><body><p>智通财经APP讯，<a href=\"https://laohu8.com/S/00708\">恒大汽车</a>(00708)公布2023年中期业绩，收入为人民币1.55亿元(单位下同)，同比增长5.41倍;毛损为6088万元，同比增加531.54%;公司拥有人应占期内亏损约68.65亿元，同比收窄48.62%;每股基本亏损63.308分。</p><p>公告称，收入增加主要由于集团开始销售恒驰5。毛损增长主要由于电池及芯片等核心零部件价格上涨、缺乏大规模生产使制造成本较高。</p><p>此外，该集团持作出售的终止经营的业务(即剥离地产项目)于2023年5月12日完成，导致财务报表的净负债减少人民币431.39亿元。截至2023年6月30日，公司净负债降至人民币328.4亿元。</p><p>期内，该集团继续专注于恒驰5的高品质生产和交付，改善并精简生产管理体系，为未来大批量生产奠定坚实基础。在所有恒驰5(已于2022年7月展开预购)的预售订单当中，超过760台于报告期交付。在研发成果方面，集团在全球范围内共申请了3,512件类似研究领域的专利，其中，2,715件已获得专利授权。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>恒大汽车(00708)公布中期业绩 拥有人应占亏损约68.65亿元 同比收窄48.62% 净负债减少431.39亿元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n恒大汽车(00708)公布中期业绩 拥有人应占亏损约68.65亿元 同比收窄48.62% 净负债减少431.39亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-25 22:09 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/983489.html><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讯，恒大汽车(00708)公布2023年中期业绩，收入为人民币1.55亿元(单位下同)，同比增长5.41倍;毛损为6088万元，同比增加531.54%;公司拥有人应占期内亏损约68.65亿元，同比收窄48.62%;每股基本亏损63.308分。公告称，收入增加主要由于集团开始销售恒驰5。毛损增长主要由于电池及芯片等核心零部件价格上涨、缺乏大规模生产使制造成本较高。此外，该集团持作出售的...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/983489.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1539":"汽车股","00708":"恒大汽车","BK1509":"特斯拉概念股","BK1598":"恒大概念","BK1209":"保健护理机构"},"source_url":"http://www.zhitongcaijing.com/content/detail/983489.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2362976091","content_text":"智通财经APP讯，恒大汽车(00708)公布2023年中期业绩，收入为人民币1.55亿元(单位下同)，同比增长5.41倍;毛损为6088万元，同比增加531.54%;公司拥有人应占期内亏损约68.65亿元，同比收窄48.62%;每股基本亏损63.308分。公告称，收入增加主要由于集团开始销售恒驰5。毛损增长主要由于电池及芯片等核心零部件价格上涨、缺乏大规模生产使制造成本较高。此外，该集团持作出售的终止经营的业务(即剥离地产项目)于2023年5月12日完成，导致财务报表的净负债减少人民币431.39亿元。截至2023年6月30日，公司净负债降至人民币328.4亿元。期内，该集团继续专注于恒驰5的高品质生产和交付，改善并精简生产管理体系，为未来大批量生产奠定坚实基础。在所有恒驰5(已于2022年7月展开预购)的预售订单当中，超过760台于报告期交付。在研发成果方面，集团在全球范围内共申请了3,512件类似研究领域的专利，其中，2,715件已获得专利授权。","news_type":1},"isVote":1,"tweetType":1,"viewCount":864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":681685444,"gmtCreate":1656945786890,"gmtModify":1704866088280,"author":{"id":"3577077252998835","authorId":"3577077252998835","name":"小颖5500","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577077252998835","idStr":"3577077252998835"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/681685444","repostId":"2248395818","repostType":2,"repost":{"id":"2248395818","pubTimestamp":1656915796,"share":"https://www.laohu8.com/m/news/2248395818?lang=&edition=full","pubTime":"2022-07-04 14:23","market":"us","language":"zh","title":"美股电商股被超卖！是时候抄底了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2248395818","media":"智通财经网","summary":"曾一度受益于疫情红利的知名企业Shopify、Etsy、Revolve Group和Wayfair在今年迄今都下降了50%或更多。此外，The RealReal、ThredUp和Rent The ","content":"<html><head></head><body><p>曾一度受益于疫情红利的知名企业<a href=\"https://laohu8.com/S/SHOP\">Shopify</a>、<a href=\"https://laohu8.com/S/ETSY\">Etsy</a>、<a href=\"https://laohu8.com/S/RVLV\">Revolve Group</a>和<a href=\"https://laohu8.com/S/W\">Wayfair</a>在今年迄今都下降了50%或更多。此外，<a href=\"https://laohu8.com/S/REAL\">The RealReal</a>、<a href=\"https://laohu8.com/S/TDUP\">ThredUp</a>和<a href=\"https://laohu8.com/S/RENT\">Rent The Runway</a>这样依赖网购的小型公司的表现也不太好，其中一些公司的跌幅甚至超过80%，就连电商巨头<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>也未能幸免，其庞大的业务涵盖了其旗舰电商业务之外的众多行业，但该公司今年年中销售额下滑幅度仍超过35%。</p><p>在这些最受欢迎的股票出现如此惊人的下跌之际，考虑到市场可能出现反应过度的情况，人们便开始有了抄底电商股的想法。本文将阐述今年上半年暴跌的电商股是否抄底时机已到。</p><p><b>经济衰退风险加剧市场悲观情绪</b></p><p>智通财经APP获悉，美国5月通胀率上升8.6%，创下40多年来的最高增长水平，除通胀外，消费者信心和潜在衰退的一系列报告继续加剧悲观情绪。</p><p><img src=\"https://static.tigerbbs.com/191153342ac8ca45ef819851a0055e18\" tg-width=\"902\" tg-height=\"584\" referrerpolicy=\"no-referrer\"/></p><p>图1</p><p>此外，消费者信心指数在最近一个月下降到大衰退以来的最低水平。</p><p><img src=\"https://static.tigerbbs.com/7f8702bde8cc3fd7eaf651082b434535\" tg-width=\"899\" tg-height=\"362\" referrerpolicy=\"no-referrer\"/></p><p>图2</p><p>消费者调查主管Joanne Hsu对最新调查结果评论道:“不同收入、年龄、教育程度、地理区域、政治党派、股票持有情况和住房状况的消费者(情绪)都出现了大幅下降，消费者对长期通货膨胀的不确定性也达到了1991年以来的最高水平，从2021年开始持续大幅上升。”</p><p>调查还显示，79%的消费者预计未来一年的商业环境会很糟糕，47%的受访者将他们生活水平的下降归因于通货膨胀，这也与“大衰退”时期的数据一致。</p><p>据了解，随着通货膨胀加剧和油价持续飙升，将导致生活水平的下降，即使避免了严重的经济衰退，消费者也会勒紧裤腰带过日子。因此，许多分析师甚至对今年迄今电商股的大幅下跌持谨慎态度，认为这是底部的迹象。</p><p>根据<a href=\"https://laohu8.com/S/UBS\">瑞银</a>的数据，自春季以来，近期经济衰退的可能性翻了一番，达到26%。尽管衰退程度尚不确定，但该行表示，即便是2001年那种较为温和的情景，也意味着电商股将持续下行。</p><p>据了解，该行在一份研报中将<a href=\"https://laohu8.com/S/EBAY\">eBay</a>(EBAY.US)和Farfetch(FTCH.US)评级从“买入”下调为“中性”，亚马逊、Etsy、the RealReal、StitchFix、ContextLogic和MYT Netherlands目标价也被下调。</p><p>然而，并非所有人都对互联网零售的前景感到悲观。为了应对新冠疫情，美联储为了刺激经济展开前所未有的刺激措施，而美国消费者的个人储蓄也在疫情后激增。据Raymond James估计，这些措施导致逾2万亿美元的过剩储蓄流向美国消费者。该银行估计，在这个惊人的数字中，只有大约10%的过剩资金被新消费群体使用。</p><p><img src=\"https://static.tigerbbs.com/f63d9e9e649855550740c674bf2e7f02\" tg-width=\"905\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/></p><p>图3</p><p>此外，尽管业务的不确定性不断增加，科技公司高管也发表了谨慎的声明，但失业率仍处于历史最低水平。事实上，在过去两年中，新冠疫情裁员期间出现的失业率激增已经急剧翻转，使劳动力市场恢复到令人难以置信的紧张状态。</p><p><img src=\"https://static.tigerbbs.com/70a6bf38c385521692a95a65f218918f\" tg-width=\"902\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>图4</p><p>如果通胀像更为乐观的经济学家所预期的那样开始从峰值回落，那么综合来看，这些指标表明，尽管消费者信心下降，但可以说消费者仍相对强劲。</p><p><b>美股电商股能抄底吗?</b></p><p>麦肯锡最近的一份报告指出，市场对经济逆风的潜在高估，与对日常在线零售的低估相吻合。根据这家咨询公司的数据，在受疫情管控期间，美国电子商务使用量增长到疫情前平均水平的3.3倍，尤其对于西班牙和英国等欧洲市场，影响甚至更大。</p><p>此外，据该公司最新报告指出，疫情开始时，人们没有太多选择，就开始成群结队地在网上购物。但事实证明，许多人喜欢电子商务提供的便利。即使实体店重新开张，在线渠道的支出也在继续攀升。数据显示，自疫情开始以来，电子商务支出同比增长了27%，总渗透率增加了33%。</p><p>由此可见，消费者仍有弹性，网上消费比许多人预期的要高。因此，当前电商股的抛售规模很有可能是市场反应过度。</p><p>Raymond James分析师Rick Patel表示：“我们开始报道的9家公司今年迄今股价平均下跌了57%，而纳斯达克指数下跌了26%。这让我们相信，大部分坏消息已被市场消化。我们根据对约600名消费者的调查，创建了一个投资建议框架，以确定哪些公司出现了超卖(这些公司的未来基本面可能会改善)。”</p><p>在推荐的股票中，Etsy、Revolve Group、realreal、ThredUp、Rent the Runway(RENT.US)和Brilliant Earth被评为“买入”。医疗服装供应商Figs Inc.被评为“强力买入”，因为该公司的股票被认为出现了远远超出其应有水平的过度抛售。</p><p>对此，Patel总结道：“尽管宏观上存在不确定性，但这已经预示着一种可怕的局面，而且我们认为市场已经消化了大量的坏消息。此外，我们相信风险/回报有利于上涨，尤其是对那些在我们投资框架中符合最多条件的高质量公司。”</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股电商股被超卖！是时候抄底了？</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美股电商股被超卖！是时候抄底了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-04 14:23 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/749143.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>曾一度受益于疫情红利的知名企业Shopify、Etsy、Revolve Group和Wayfair在今年迄今都下降了50%或更多。此外，The RealReal、ThredUp和Rent The Runway这样依赖网购的小型公司的表现也不太好，其中一些公司的跌幅甚至超过80%，就连电商巨头亚马逊也未能幸免，其庞大的业务涵盖了其旗舰电商业务之外的众多行业，但该公司今年年中销售额下滑幅度仍超过...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/749143.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/23a9d56257006191bc6800facfd4bdb2","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/749143.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2248395818","content_text":"曾一度受益于疫情红利的知名企业Shopify、Etsy、Revolve Group和Wayfair在今年迄今都下降了50%或更多。此外，The RealReal、ThredUp和Rent The Runway这样依赖网购的小型公司的表现也不太好，其中一些公司的跌幅甚至超过80%，就连电商巨头亚马逊也未能幸免，其庞大的业务涵盖了其旗舰电商业务之外的众多行业，但该公司今年年中销售额下滑幅度仍超过35%。在这些最受欢迎的股票出现如此惊人的下跌之际，考虑到市场可能出现反应过度的情况，人们便开始有了抄底电商股的想法。本文将阐述今年上半年暴跌的电商股是否抄底时机已到。经济衰退风险加剧市场悲观情绪智通财经APP获悉，美国5月通胀率上升8.6%，创下40多年来的最高增长水平，除通胀外，消费者信心和潜在衰退的一系列报告继续加剧悲观情绪。图1此外，消费者信心指数在最近一个月下降到大衰退以来的最低水平。图2消费者调查主管Joanne Hsu对最新调查结果评论道:“不同收入、年龄、教育程度、地理区域、政治党派、股票持有情况和住房状况的消费者(情绪)都出现了大幅下降，消费者对长期通货膨胀的不确定性也达到了1991年以来的最高水平，从2021年开始持续大幅上升。”调查还显示，79%的消费者预计未来一年的商业环境会很糟糕，47%的受访者将他们生活水平的下降归因于通货膨胀，这也与“大衰退”时期的数据一致。据了解，随着通货膨胀加剧和油价持续飙升，将导致生活水平的下降，即使避免了严重的经济衰退，消费者也会勒紧裤腰带过日子。因此，许多分析师甚至对今年迄今电商股的大幅下跌持谨慎态度，认为这是底部的迹象。根据瑞银的数据，自春季以来，近期经济衰退的可能性翻了一番，达到26%。尽管衰退程度尚不确定，但该行表示，即便是2001年那种较为温和的情景，也意味着电商股将持续下行。据了解，该行在一份研报中将eBay(EBAY.US)和Farfetch(FTCH.US)评级从“买入”下调为“中性”，亚马逊、Etsy、the RealReal、StitchFix、ContextLogic和MYT Netherlands目标价也被下调。然而，并非所有人都对互联网零售的前景感到悲观。为了应对新冠疫情，美联储为了刺激经济展开前所未有的刺激措施，而美国消费者的个人储蓄也在疫情后激增。据Raymond James估计，这些措施导致逾2万亿美元的过剩储蓄流向美国消费者。该银行估计，在这个惊人的数字中，只有大约10%的过剩资金被新消费群体使用。图3此外，尽管业务的不确定性不断增加，科技公司高管也发表了谨慎的声明，但失业率仍处于历史最低水平。事实上，在过去两年中，新冠疫情裁员期间出现的失业率激增已经急剧翻转，使劳动力市场恢复到令人难以置信的紧张状态。图4如果通胀像更为乐观的经济学家所预期的那样开始从峰值回落，那么综合来看，这些指标表明，尽管消费者信心下降，但可以说消费者仍相对强劲。美股电商股能抄底吗?麦肯锡最近的一份报告指出，市场对经济逆风的潜在高估，与对日常在线零售的低估相吻合。根据这家咨询公司的数据，在受疫情管控期间，美国电子商务使用量增长到疫情前平均水平的3.3倍，尤其对于西班牙和英国等欧洲市场，影响甚至更大。此外，据该公司最新报告指出，疫情开始时，人们没有太多选择，就开始成群结队地在网上购物。但事实证明，许多人喜欢电子商务提供的便利。即使实体店重新开张，在线渠道的支出也在继续攀升。数据显示，自疫情开始以来，电子商务支出同比增长了27%，总渗透率增加了33%。由此可见，消费者仍有弹性，网上消费比许多人预期的要高。因此，当前电商股的抛售规模很有可能是市场反应过度。Raymond James分析师Rick Patel表示：“我们开始报道的9家公司今年迄今股价平均下跌了57%，而纳斯达克指数下跌了26%。这让我们相信，大部分坏消息已被市场消化。我们根据对约600名消费者的调查，创建了一个投资建议框架，以确定哪些公司出现了超卖(这些公司的未来基本面可能会改善)。”在推荐的股票中，Etsy、Revolve Group、realreal、ThredUp、Rent the Runway(RENT.US)和Brilliant Earth被评为“买入”。医疗服装供应商Figs Inc.被评为“强力买入”，因为该公司的股票被认为出现了远远超出其应有水平的过度抛售。对此，Patel总结道：“尽管宏观上存在不确定性，但这已经预示着一种可怕的局面，而且我们认为市场已经消化了大量的坏消息。此外，我们相信风险/回报有利于上涨，尤其是对那些在我们投资框架中符合最多条件的高质量公司。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":331104262140000,"gmtCreate":1721842907336,"gmtModify":1721858398405,"author":{"id":"3577077252998835","authorId":"3577077252998835","name":"小颖5500","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577077252998835","idStr":"3577077252998835"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>反对","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>反对","text":"$Faraday Future(FFIE)$ 反对","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331104262140000","isVote":1,"tweetType":1,"viewCount":746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":214297866162376,"gmtCreate":1693359651510,"gmtModify":1693360108069,"author":{"id":"3577077252998835","authorId":"3577077252998835","name":"小颖5500","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577077252998835","idStr":"3577077252998835"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/214297866162376","repostId":"2362976091","repostType":2,"isVote":1,"tweetType":1,"viewCount":864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":681685444,"gmtCreate":1656945786890,"gmtModify":1704866088280,"author":{"id":"3577077252998835","authorId":"3577077252998835","name":"小颖5500","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577077252998835","idStr":"3577077252998835"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/681685444","repostId":"2248395818","repostType":2,"isVote":1,"tweetType":1,"viewCount":903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
