放下自在的个人主页 - 老虎社区

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2021-06-09

$阿什福德酒店管理信托公司(AHT)$今天是个好天

2021-05-04

离婚不分穷富，不分岁数大小

比尔盖茨微博发文希望保护隐私

2021-05-25

时代变化带来经济的变化，随着时间的流失，一切都会随着被新型需要的代替，只看今朝你在引领主导时尚。

抱歉，原内容已删除

2021-05-29

老年比例加大，是劳动力减少与经济使用率的增加，这是大国必须要面对与努力解决与缓解的问题，而现在延迟退休其实也是对一代人的公平。

抱歉，原内容已删除

2021-06-24

以前知道每日优鲜，现在选择每日优鲜这个平台，谢谢老虎这个平台提供。

2021-06-24

以前知道每日优鲜，现在选择每日优鲜这个平台，谢谢老虎。

2021-06-24

积极参与起来

2021-06-16

不知打新机率大不大，也只管打了。

2021-06-15

茶来了，大家请饮茶。

2021-06-13

在老虎一段时间，收获还很多，每天快着工作，忙碌着家庭，更忙着看老虎里面的信息内存。忙着啦。

2021-06-10

涨是涨，是时间问题。

抱歉，原内容已删除

2021-06-02

等下来再看。

抱歉，原内容已删除

2021-05-22

我们怀念您，一路走好。

2021-05-04

有进有出，指数温度全高温，那泡沫得有多少，跌到断溶跌不动了才对。

明星科技股集体下跌，纳指跌超2%

2021-04-30

以这样的方式爆雷

抱歉，原内容已删除

去老虎APP查看更多动态

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18:50","market":"us","language":"zh","title":"已与基本面没关系，游戏驿站到底会涨到什么时候？","url":"https://stock-news.laohu8.com/highlight/detail?id=2142522353","media":"美股研究社","summary":"GME的上涨始终是脱离基本面的、投机与博弈的游戏。","content":"<p><img src=\"https://static.tigerbbs.com/35707f42b9bd4cb491097650818c35b7\" tg-width=\"1080\" tg-height=\"644\" referrerpolicy=\"no-referrer\"></p>\n<p>GME的暴涨还将持续到什么时候？</p>\n<p><b>文 | 美股研究社</b></p>\n<p>今年1月底、2月初，因WSB概念异军突起反击做空势力，争先恐后购入<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>（GME）股票，由此拉开了延续到今天的多空大战的序幕，在这场战争中，GME今年累计涨幅已经超过1500%。</p>\n<p>6月9日美股盘后，游戏驿站公布了截至4月的2021财年一季度财报，也是散户VS机构对抗以来游戏驿站发布的第二份财报，公司的业务成绩基本面依然与高悬的股价相去甚远。</p>\n<p>不过，财报发布前游戏驿站任命了新的CEO，转型电子商务的趋势正在发酵。尽管处于夕阳行业，其业务被普遍看衰，随着<a href=\"https://laohu8.com/S/300959\">线上线下</a>业务的平衡，它是否能从押宝电商中获得估值重建的机会？Wedbush的分析师指出，根据基本面，其目标股价只有39美元，GME的暴涨还将持续到什么时候？</p>\n<p><b>线下门店改革带动亏损收窄</b></p>\n<p><b>销售重点转移致毛利率下滑</b></p>\n<p>Q1报告期内，游戏驿站的净销售额达到12.77亿美元，同比增长25.1%，高于市场预期的11.7亿美元。而且，在公司销售低迷的长期趋势中，这是近三年首次出现同比增长。根据公司之前披露的数据，截至今年4月3日，按月计算，今年2月和3月其全球总销售额分别同比增长了约5.3%和18%。</p>\n<p>在销售增长背后起作用的是线上业务优化和游戏机产品的迭代。一方面，游戏驿站正在改善物流服务，包括以当日送货等形式提高消费者满意度；另一方面，它大幅优化了搜索导航、售后服务和在线支付体验。</p>\n<p>而且游戏驿站清楚地知道游戏软件销售的逻辑已经改变，因此它有意将重点放在硬件上，包括游戏机和周边配件。在售的游戏机产品处于从第8代到第9代过渡期（PlayStation 5和 Xbox Series x/s为主），消费者的需求拉动了增长。</p>\n<p>但是，其缺点显而易见——软件销售的利润率不是硬件可比的。2019年第四季度，公司的毛利率为27.2%，到2020年第四季度，这个数字下降到了21.1%。其中重要原因之一就是硬件销售的增长。而2021年Q1，公司的毛利率为25.9%，同比下降了1.8%。</p>\n<p>截至2020年底，公司关闭了约1000家门店，一季度又再次减少了118家，目前公司全球总门店数量为4698家。随之而来的是成本的缩减。游戏驿站Q1调整遣散费、转型费和其他成本后，销售、一般和管理费用为3.517亿美元，同比下降7.7% 。</p>\n<p>在销售与成本控制的努力下，GME本季度净亏损6680万美元，高于市场的预期的5000万美元，但相比2020年Q1的亏损1.576亿美元大幅收窄，尽管去年受到疫情影响突出。</p>\n<p>需要长期注意的是，GME的电商建设将带来额外支出。Q1公司在宾夕法尼亚州增加了70万平方英尺的仓储设施建设，预计今年第四季度投入运营，这能提高在线交易的履约能力，不过如果按照这种重资产模式发展，无论自建还是租赁，其资金压力都不容小觑。</p>\n<p>所以，虽然电商转型的未来听起来美好，真正的前景却迷雾重重。</p>\n<p><b>电商转型脚步加快</b></p>\n<p><b>新领导人解决老大难问题道阻且艰</b></p>\n<p>财报发布前，GME宣布任命<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>主管澳大利亚业务的Matt Furlong为新任CEO，另一亚马逊重要人物Mike Recupero为CFO，GME同时强调，两位新领导人可以“放开手脚”让公司从实体零售转型为一家大型电商。此前，Chewy创始人Ryan Cohen负责的投资机构RC Ventures收购了游戏驿站 12.9％的股份。</p>\n<p>在周三举行的股东大会上，Cohen被选为游戏驿站董事会主席，他表示GME将“破天荒地”做一些新的事，市场普遍认为，这代表游戏驿站的电商化脚步将越发加速，当日其股价一度涨超9%并刷新日高至328美元。去年第四季度，公司全球电子商务销售额增长了175% ，占总收入的34% ; 2020财年，电子商务销售额相对于2019财年增长了191%。</p>\n<p>不过，游戏驿站的电商之路也面临着不少现实问题。</p>\n<p>首先是垂直电商与综合电商之争的老问题，目前，游戏驿站靠部分周边产品的独家合作取得了一定的优势，但在大规模走量的游戏软硬件上难以匹敌亚马逊、<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>等巨头Cohen自己也承认“未来还有很长的路要走”。</p>\n<p>游戏驿站的规模不够大，没有足够的话语权和议价空间，在产品定价上或许难以为自己争取更多利益。在零售领域，规模较大的玩家可以承受更多的支出以占领市场，游戏的软硬件销售显然不具有护城河。</p>\n<p>而且电商设施的建设需要多方面投入。例如物流成本的高企，加上支付处理费用，游戏驿站或许并没有能力与UPS等物流服务商争取足够优惠的费用率，它对固定支出没有决定权。</p>\n<p>考虑到转型中的各种因素，即使有执行力极强的领导人带来转机，它的电商盈利之路将略显漫长。</p>\n<p>当然，对于一个股价早已转向投机的公司而言，投资者对基本面普遍是冷淡的，他们只会关心这种火热的趋势是否足够长久。</p>\n<p><b>WSB投资狂潮依旧</b></p>\n<p><b>GME的暴涨还能持续多久？</b></p>\n<p>在WSB概念驱动下，散户们的“喜新厌旧”让投机概念中的股票震荡不休。</p>\n<p>截至周三，投资私营监狱的房产投资机构GEO盘中一度涨超70%，天然气供应商CLNE盘中涨超46%，相比之下，GME虽然收涨，但盘后公布财报时披露，美国证监会正在调查其证券的交易活动，公司“预计这项调查不会对我们产生不利影响”的安抚不能说服投资者，盘后GME股价一度大跌超10%。</p>\n<p><img src=\"https://static.tigerbbs.com/424f8273016c622923326d59f434a846\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>回顾这几个月的震荡，在向电商转型的利好将GME股价抬到40美元左右后，做空机构发力下场。当时GME的做空率高达130%，AMC的做空率也有87%。（做空率是指做空股和流通股的比率）这让WSB的玩家们看到了逼空和轧空的希望：只要持有市面上多数流通股不卖，机构将无法平仓，承受巨额损失。</p>\n<p>于是一周时间内，先是GME和AMC股价双双拉升超过100%，GME在周二从70美元涨到历史高位483美元。机构决定加大力度，大战在周四盘前开始，期间GME一度出现每秒股价波动超30%的状况。</p>\n<p>到周五决战落幕，GME以326美元的价格收盘结算期权，空头纷纷爆仓，当天美股三大指数大跌超2%。当然，这场战斗没有轻易结束，2月23日GME跌至40美元的低点，后持续波动至今，截至发稿其股价依然高达302美元。</p>\n<p>不过，总结整场事件，隐形的推手——期权，发挥了重要作用。期权交易所在卖出“看涨期权”合约的同时，要买入标的股票作为对冲。若股价上涨，期权交易商必须购买更多的股票进行对冲，这推动股价进一步上涨。</p>\n<p>而本次事件中券商持续释放出了大量的看涨或者看跌期权，这些期权放大了股市的波动性，以至于后来的形势发展迫使机构交易者不得不强行平仓。所以，GME的上涨始终是脱离基本面的、投机与博弈的游戏。</p>\n<p>总而言之，正如Wedbush分析师迈克尔·帕赫特所说：“清醒的人会对游戏驿站值不值30美元有分歧，但对于它值不值300美元不会有分歧”，但“只要散户对公司的转型前景保持热忱，基本面对股价影响不大”。</p>\n<p><b>结语</b></p>\n<p>实际上，除开机构与散户的交锋决心，GME这一番“荡气回肠”的走势起点正是当初Cohen加入带来的转型利好，只不过遇上了天时地利人和，成为了一次名留资本市场的著名运动。</p>\n<p>对于游戏驿站本身来讲，在长期被机构做空之外，处于一个日薄西山的行业或多或少有英雄迟暮之感。毕竟它也曾有过被游戏玩家追捧的辉煌。判断其基本面与股价的关系不难，要预测这次转型是否能让公司焕发新的生机却充满了不确定性。在观察它疯狂的走势之外，或许可以多留一分目光。</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>已与基本面没关系，游戏驿站到底会涨到什么时候？</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已与基本面没关系，游戏驿站到底会涨到什么时候？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股研究社 </p>\n<p class=\"h-time\">2021-06-10 18:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/35707f42b9bd4cb491097650818c35b7\" tg-width=\"1080\" tg-height=\"644\" referrerpolicy=\"no-referrer\"></p>\n<p>GME的暴涨还将持续到什么时候？</p>\n<p><b>文 | 美股研究社</b></p>\n<p>今年1月底、2月初，因WSB概念异军突起反击做空势力，争先恐后购入<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>（GME）股票，由此拉开了延续到今天的多空大战的序幕，在这场战争中，GME今年累计涨幅已经超过1500%。</p>\n<p>6月9日美股盘后，游戏驿站公布了截至4月的2021财年一季度财报，也是散户VS机构对抗以来游戏驿站发布的第二份财报，公司的业务成绩基本面依然与高悬的股价相去甚远。</p>\n<p>不过，财报发布前游戏驿站任命了新的CEO，转型电子商务的趋势正在发酵。尽管处于夕阳行业，其业务被普遍看衰，随着<a href=\"https://laohu8.com/S/300959\">线上线下</a>业务的平衡，它是否能从押宝电商中获得估值重建的机会？Wedbush的分析师指出，根据基本面，其目标股价只有39美元，GME的暴涨还将持续到什么时候？</p>\n<p><b>线下门店改革带动亏损收窄</b></p>\n<p><b>销售重点转移致毛利率下滑</b></p>\n<p>Q1报告期内，游戏驿站的净销售额达到12.77亿美元，同比增长25.1%，高于市场预期的11.7亿美元。而且，在公司销售低迷的长期趋势中，这是近三年首次出现同比增长。根据公司之前披露的数据，截至今年4月3日，按月计算，今年2月和3月其全球总销售额分别同比增长了约5.3%和18%。</p>\n<p>在销售增长背后起作用的是线上业务优化和游戏机产品的迭代。一方面，游戏驿站正在改善物流服务，包括以当日送货等形式提高消费者满意度；另一方面，它大幅优化了搜索导航、售后服务和在线支付体验。</p>\n<p>而且游戏驿站清楚地知道游戏软件销售的逻辑已经改变，因此它有意将重点放在硬件上，包括游戏机和周边配件。在售的游戏机产品处于从第8代到第9代过渡期（PlayStation 5和 Xbox Series x/s为主），消费者的需求拉动了增长。</p>\n<p>但是，其缺点显而易见——软件销售的利润率不是硬件可比的。2019年第四季度，公司的毛利率为27.2%，到2020年第四季度，这个数字下降到了21.1%。其中重要原因之一就是硬件销售的增长。而2021年Q1，公司的毛利率为25.9%，同比下降了1.8%。</p>\n<p>截至2020年底，公司关闭了约1000家门店，一季度又再次减少了118家，目前公司全球总门店数量为4698家。随之而来的是成本的缩减。游戏驿站Q1调整遣散费、转型费和其他成本后，销售、一般和管理费用为3.517亿美元，同比下降7.7% 。</p>\n<p>在销售与成本控制的努力下，GME本季度净亏损6680万美元，高于市场的预期的5000万美元，但相比2020年Q1的亏损1.576亿美元大幅收窄，尽管去年受到疫情影响突出。</p>\n<p>需要长期注意的是，GME的电商建设将带来额外支出。Q1公司在宾夕法尼亚州增加了70万平方英尺的仓储设施建设，预计今年第四季度投入运营，这能提高在线交易的履约能力，不过如果按照这种重资产模式发展，无论自建还是租赁，其资金压力都不容小觑。</p>\n<p>所以，虽然电商转型的未来听起来美好，真正的前景却迷雾重重。</p>\n<p><b>电商转型脚步加快</b></p>\n<p><b>新领导人解决老大难问题道阻且艰</b></p>\n<p>财报发布前，GME宣布任命<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>主管澳大利亚业务的Matt Furlong为新任CEO，另一亚马逊重要人物Mike Recupero为CFO，GME同时强调，两位新领导人可以“放开手脚”让公司从实体零售转型为一家大型电商。此前，Chewy创始人Ryan Cohen负责的投资机构RC Ventures收购了游戏驿站 12.9％的股份。</p>\n<p>在周三举行的股东大会上，Cohen被选为游戏驿站董事会主席，他表示GME将“破天荒地”做一些新的事，市场普遍认为，这代表游戏驿站的电商化脚步将越发加速，当日其股价一度涨超9%并刷新日高至328美元。去年第四季度，公司全球电子商务销售额增长了175% ，占总收入的34% ; 2020财年，电子商务销售额相对于2019财年增长了191%。</p>\n<p>不过，游戏驿站的电商之路也面临着不少现实问题。</p>\n<p>首先是垂直电商与综合电商之争的老问题，目前，游戏驿站靠部分周边产品的独家合作取得了一定的优势，但在大规模走量的游戏软硬件上难以匹敌亚马逊、<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>等巨头Cohen自己也承认“未来还有很长的路要走”。</p>\n<p>游戏驿站的规模不够大，没有足够的话语权和议价空间，在产品定价上或许难以为自己争取更多利益。在零售领域，规模较大的玩家可以承受更多的支出以占领市场，游戏的软硬件销售显然不具有护城河。</p>\n<p>而且电商设施的建设需要多方面投入。例如物流成本的高企，加上支付处理费用，游戏驿站或许并没有能力与UPS等物流服务商争取足够优惠的费用率，它对固定支出没有决定权。</p>\n<p>考虑到转型中的各种因素，即使有执行力极强的领导人带来转机，它的电商盈利之路将略显漫长。</p>\n<p>当然，对于一个股价早已转向投机的公司而言，投资者对基本面普遍是冷淡的，他们只会关心这种火热的趋势是否足够长久。</p>\n<p><b>WSB投资狂潮依旧</b></p>\n<p><b>GME的暴涨还能持续多久？</b></p>\n<p>在WSB概念驱动下，散户们的“喜新厌旧”让投机概念中的股票震荡不休。</p>\n<p>截至周三，投资私营监狱的房产投资机构GEO盘中一度涨超70%，天然气供应商CLNE盘中涨超46%，相比之下，GME虽然收涨，但盘后公布财报时披露，美国证监会正在调查其证券的交易活动，公司“预计这项调查不会对我们产生不利影响”的安抚不能说服投资者，盘后GME股价一度大跌超10%。</p>\n<p><img src=\"https://static.tigerbbs.com/424f8273016c622923326d59f434a846\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>回顾这几个月的震荡，在向电商转型的利好将GME股价抬到40美元左右后，做空机构发力下场。当时GME的做空率高达130%，AMC的做空率也有87%。（做空率是指做空股和流通股的比率）这让WSB的玩家们看到了逼空和轧空的希望：只要持有市面上多数流通股不卖，机构将无法平仓，承受巨额损失。</p>\n<p>于是一周时间内，先是GME和AMC股价双双拉升超过100%，GME在周二从70美元涨到历史高位483美元。机构决定加大力度，大战在周四盘前开始，期间GME一度出现每秒股价波动超30%的状况。</p>\n<p>到周五决战落幕，GME以326美元的价格收盘结算期权，空头纷纷爆仓，当天美股三大指数大跌超2%。当然，这场战斗没有轻易结束，2月23日GME跌至40美元的低点，后持续波动至今，截至发稿其股价依然高达302美元。</p>\n<p>不过，总结整场事件，隐形的推手——期权，发挥了重要作用。期权交易所在卖出“看涨期权”合约的同时，要买入标的股票作为对冲。若股价上涨，期权交易商必须购买更多的股票进行对冲，这推动股价进一步上涨。</p>\n<p>而本次事件中券商持续释放出了大量的看涨或者看跌期权，这些期权放大了股市的波动性，以至于后来的形势发展迫使机构交易者不得不强行平仓。所以，GME的上涨始终是脱离基本面的、投机与博弈的游戏。</p>\n<p>总而言之，正如Wedbush分析师迈克尔·帕赫特所说：“清醒的人会对游戏驿站值不值30美元有分歧，但对于它值不值300美元不会有分歧”，但“只要散户对公司的转型前景保持热忱，基本面对股价影响不大”。</p>\n<p><b>结语</b></p>\n<p>实际上，除开机构与散户的交锋决心，GME这一番“荡气回肠”的走势起点正是当初Cohen加入带来的转型利好，只不过遇上了天时地利人和，成为了一次名留资本市场的著名运动。</p>\n<p>对于游戏驿站本身来讲，在长期被机构做空之外，处于一个日薄西山的行业或多或少有英雄迟暮之感。毕竟它也曾有过被游戏玩家追捧的辉煌。判断其基本面与股价的关系不难，要预测这次转型是否能让公司焕发新的生机却充满了不确定性。在观察它疯狂的走势之外，或许可以多留一分目光。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/35707f42b9bd4cb491097650818c35b7","relate_stocks":{"GME":"游戏驿站"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142522353","content_text":"GME的暴涨还将持续到什么时候？\n文 | 美股研究社\n今年1月底、2月初，因WSB概念异军突起反击做空势力，争先恐后购入游戏驿站（GME）股票，由此拉开了延续到今天的多空大战的序幕，在这场战争中，GME今年累计涨幅已经超过1500%。\n6月9日美股盘后，游戏驿站公布了截至4月的2021财年一季度财报，也是散户VS机构对抗以来游戏驿站发布的第二份财报，公司的业务成绩基本面依然与高悬的股价相去甚远。\n不过，财报发布前游戏驿站任命了新的CEO，转型电子商务的趋势正在发酵。尽管处于夕阳行业，其业务被普遍看衰，随着线上线下业务的平衡，它是否能从押宝电商中获得估值重建的机会？Wedbush的分析师指出，根据基本面，其目标股价只有39美元，GME的暴涨还将持续到什么时候？\n线下门店改革带动亏损收窄\n销售重点转移致毛利率下滑\nQ1报告期内，游戏驿站的净销售额达到12.77亿美元，同比增长25.1%，高于市场预期的11.7亿美元。而且，在公司销售低迷的长期趋势中，这是近三年首次出现同比增长。根据公司之前披露的数据，截至今年4月3日，按月计算，今年2月和3月其全球总销售额分别同比增长了约5.3%和18%。\n在销售增长背后起作用的是线上业务优化和游戏机产品的迭代。一方面，游戏驿站正在改善物流服务，包括以当日送货等形式提高消费者满意度；另一方面，它大幅优化了搜索导航、售后服务和在线支付体验。\n而且游戏驿站清楚地知道游戏软件销售的逻辑已经改变，因此它有意将重点放在硬件上，包括游戏机和周边配件。在售的游戏机产品处于从第8代到第9代过渡期（PlayStation 5和 Xbox Series x/s为主），消费者的需求拉动了增长。\n但是，其缺点显而易见——软件销售的利润率不是硬件可比的。2019年第四季度，公司的毛利率为27.2%，到2020年第四季度，这个数字下降到了21.1%。其中重要原因之一就是硬件销售的增长。而2021年Q1，公司的毛利率为25.9%，同比下降了1.8%。\n截至2020年底，公司关闭了约1000家门店，一季度又再次减少了118家，目前公司全球总门店数量为4698家。随之而来的是成本的缩减。游戏驿站Q1调整遣散费、转型费和其他成本后，销售、一般和管理费用为3.517亿美元，同比下降7.7% 。\n在销售与成本控制的努力下，GME本季度净亏损6680万美元，高于市场的预期的5000万美元，但相比2020年Q1的亏损1.576亿美元大幅收窄，尽管去年受到疫情影响突出。\n需要长期注意的是，GME的电商建设将带来额外支出。Q1公司在宾夕法尼亚州增加了70万平方英尺的仓储设施建设，预计今年第四季度投入运营，这能提高在线交易的履约能力，不过如果按照这种重资产模式发展，无论自建还是租赁，其资金压力都不容小觑。\n所以，虽然电商转型的未来听起来美好，真正的前景却迷雾重重。\n电商转型脚步加快\n新领导人解决老大难问题道阻且艰\n财报发布前，GME宣布任命亚马逊主管澳大利亚业务的Matt Furlong为新任CEO，另一亚马逊重要人物Mike Recupero为CFO，GME同时强调，两位新领导人可以“放开手脚”让公司从实体零售转型为一家大型电商。此前，Chewy创始人Ryan Cohen负责的投资机构RC Ventures收购了游戏驿站 12.9％的股份。\n在周三举行的股东大会上，Cohen被选为游戏驿站董事会主席，他表示GME将“破天荒地”做一些新的事，市场普遍认为，这代表游戏驿站的电商化脚步将越发加速，当日其股价一度涨超9%并刷新日高至328美元。去年第四季度，公司全球电子商务销售额增长了175% ，占总收入的34% ; 2020财年，电子商务销售额相对于2019财年增长了191%。\n不过，游戏驿站的电商之路也面临着不少现实问题。\n首先是垂直电商与综合电商之争的老问题，目前，游戏驿站靠部分周边产品的独家合作取得了一定的优势，但在大规模走量的游戏软硬件上难以匹敌亚马逊、沃尔玛等巨头Cohen自己也承认“未来还有很长的路要走”。\n游戏驿站的规模不够大，没有足够的话语权和议价空间，在产品定价上或许难以为自己争取更多利益。在零售领域，规模较大的玩家可以承受更多的支出以占领市场，游戏的软硬件销售显然不具有护城河。\n而且电商设施的建设需要多方面投入。例如物流成本的高企，加上支付处理费用，游戏驿站或许并没有能力与UPS等物流服务商争取足够优惠的费用率，它对固定支出没有决定权。\n考虑到转型中的各种因素，即使有执行力极强的领导人带来转机，它的电商盈利之路将略显漫长。\n当然，对于一个股价早已转向投机的公司而言，投资者对基本面普遍是冷淡的，他们只会关心这种火热的趋势是否足够长久。\nWSB投资狂潮依旧\nGME的暴涨还能持续多久？\n在WSB概念驱动下，散户们的“喜新厌旧”让投机概念中的股票震荡不休。\n截至周三，投资私营监狱的房产投资机构GEO盘中一度涨超70%，天然气供应商CLNE盘中涨超46%，相比之下，GME虽然收涨，但盘后公布财报时披露，美国证监会正在调查其证券的交易活动，公司“预计这项调查不会对我们产生不利影响”的安抚不能说服投资者，盘后GME股价一度大跌超10%。\n\n回顾这几个月的震荡，在向电商转型的利好将GME股价抬到40美元左右后，做空机构发力下场。当时GME的做空率高达130%，AMC的做空率也有87%。（做空率是指做空股和流通股的比率）这让WSB的玩家们看到了逼空和轧空的希望：只要持有市面上多数流通股不卖，机构将无法平仓，承受巨额损失。\n于是一周时间内，先是GME和AMC股价双双拉升超过100%，GME在周二从70美元涨到历史高位483美元。机构决定加大力度，大战在周四盘前开始，期间GME一度出现每秒股价波动超30%的状况。\n到周五决战落幕，GME以326美元的价格收盘结算期权，空头纷纷爆仓，当天美股三大指数大跌超2%。当然，这场战斗没有轻易结束，2月23日GME跌至40美元的低点，后持续波动至今，截至发稿其股价依然高达302美元。\n不过，总结整场事件，隐形的推手——期权，发挥了重要作用。期权交易所在卖出“看涨期权”合约的同时，要买入标的股票作为对冲。若股价上涨，期权交易商必须购买更多的股票进行对冲，这推动股价进一步上涨。\n而本次事件中券商持续释放出了大量的看涨或者看跌期权，这些期权放大了股市的波动性，以至于后来的形势发展迫使机构交易者不得不强行平仓。所以，GME的上涨始终是脱离基本面的、投机与博弈的游戏。\n总而言之，正如Wedbush分析师迈克尔·帕赫特所说：“清醒的人会对游戏驿站值不值30美元有分歧，但对于它值不值300美元不会有分歧”，但“只要散户对公司的转型前景保持热忱，基本面对股价影响不大”。\n结语\n实际上，除开机构与散户的交锋决心，GME这一番“荡气回肠”的走势起点正是当初Cohen加入带来的转型利好，只不过遇上了天时地利人和，成为了一次名留资本市场的著名运动。\n对于游戏驿站本身来讲，在长期被机构做空之外，处于一个日薄西山的行业或多或少有英雄迟暮之感。毕竟它也曾有过被游戏玩家追捧的辉煌。判断其基本面与股价的关系不难，要预测这次转型是否能让公司焕发新的生机却充满了不确定性。在观察它疯狂的走势之外，或许可以多留一分目光。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":180351283,"gmtCreate":1623190946942,"gmtModify":1623190946942,"author":{"id":"3581660809552479","authorId":"3581660809552479","name":"放下自在","avatar":"https://static.tigerbbs.com/f4d0f24943b4bf4a7ad0b3a1354798ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581660809552479","authorIdStr":"3581660809552479"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AHT\">$阿什福德酒店管理信托公司(AHT)$</a>今天是个好天","listText":"<a href=\"https://laohu8.com/S/AHT\">$阿什福德酒店管理信托公司(AHT)$</a>今天是个好天","text":"$阿什福德酒店管理信托公司(AHT)$今天是个好天","images":[{"img":"https://static.tigerbbs.com/51757916e18475ad7549c9c8fec651f5","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/180351283","isVote":1,"tweetType":1,"viewCount":1537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":113874170,"gmtCreate":1622607156090,"gmtModify":1622607156090,"author":{"id":"3581660809552479","authorId":"3581660809552479","name":"放下自在","avatar":"https://static.tigerbbs.com/f4d0f24943b4bf4a7ad0b3a1354798ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581660809552479","authorIdStr":"3581660809552479"},"themes":[],"htmlText":"等下来再看。","listText":"等下来再看。","text":"等下来再看。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/113874170","repostId":"1193138908","repostType":4,"repost":{"id":"1193138908","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":1622600471,"share":"https://www.laohu8.com/m/news/1193138908?lang=&edition=full","pubTime":"2021-06-02 10:21","market":"hk","language":"zh","title":"泡泡玛特涨近5%市值重回千亿，三日累涨近13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1193138908","media":"老虎资讯综合","summary":"6月2日，泡泡玛特涨近5%，市值重回千亿，连续第三个交易日上涨，截止发稿三日累涨近13%。市场期待此次618购物狂欢节和六一儿童节盲盒销量。此前来自菜鸟的数据显示，截至5月27日，有数百万吨618预售","content":"<p>6月2日，<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>涨近5%，市值重回千亿，连续第三个交易日上涨，截止发稿三日累涨近13%。市场期待此次618购物狂欢节和六一儿童节盲盒销量。此前来自菜鸟的数据显示，截至5月27日，有数百万吨618预售商品备入仓库，规模同比增长100%，其中，盲盒手办备货量同比暴增1000%。</p><p><img src=\"https://static.tigerbbs.com/142074b9c39af13399720553a126cd98\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>一年前的儿童节，泡泡玛特递交了招股书，冲刺资本市场。短短一年间，泡泡玛特经历了挂牌上市的高光，上市后股价一度达到107.60港币/股的高位，市值最高达1472亿港元。</p><p>上市以后，泡泡玛特也经历了股价相对低迷的时刻，股价一度波动较大，泡泡玛特商业模式的可持续性亦引起舆论广泛关注。</p><p>据2020年财报，尽管受到疫情影响，2020年泡泡玛特收入依然保持高速增长，总营收25.1亿元，同比增长49.3％。调整后净利润5.9亿元，同比增长25.9％。2020全年，泡泡玛特共售出了超过 5000万只潮流玩具，累计注册会员总数740万人，新增520万人，同比增长236％。</p><p>2021年4月开始，泡泡玛特连续推出了包括SKULLPANDA熊喵热潮系列，Molly大久保系列、Dimoo星座系列、Labubu海绵宝宝系列等在内的多款新品，迅速获得市场认可，经常“一盒难求”，甚至出现了消费者“夜排”的场景。</p><p>产品端的持续发力以及优秀的市场反馈助推下，泡泡玛特资本市场的表现也逐渐回暖。据国金证券最新发布的研报称，泡泡玛特作为潮玩开拓者，把握优质设计师资源、新IP／系列拓展+渠道下沉有望继续分享行业红利。报告提到，泡泡玛特打造全方位竞争优势，看好公司未来发展空间。</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>泡泡玛特涨近5%市值重回千亿，三日累涨近13%</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泡泡玛特涨近5%市值重回千亿，三日累涨近13%\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\">2021-06-02 10:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月2日，<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>涨近5%，市值重回千亿，连续第三个交易日上涨，截止发稿三日累涨近13%。市场期待此次618购物狂欢节和六一儿童节盲盒销量。此前来自菜鸟的数据显示，截至5月27日，有数百万吨618预售商品备入仓库，规模同比增长100%，其中，盲盒手办备货量同比暴增1000%。</p><p><img src=\"https://static.tigerbbs.com/142074b9c39af13399720553a126cd98\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>一年前的儿童节，泡泡玛特递交了招股书，冲刺资本市场。短短一年间，泡泡玛特经历了挂牌上市的高光，上市后股价一度达到107.60港币/股的高位，市值最高达1472亿港元。</p><p>上市以后，泡泡玛特也经历了股价相对低迷的时刻，股价一度波动较大，泡泡玛特商业模式的可持续性亦引起舆论广泛关注。</p><p>据2020年财报，尽管受到疫情影响，2020年泡泡玛特收入依然保持高速增长，总营收25.1亿元，同比增长49.3％。调整后净利润5.9亿元，同比增长25.9％。2020全年，泡泡玛特共售出了超过 5000万只潮流玩具，累计注册会员总数740万人，新增520万人，同比增长236％。</p><p>2021年4月开始，泡泡玛特连续推出了包括SKULLPANDA熊喵热潮系列，Molly大久保系列、Dimoo星座系列、Labubu海绵宝宝系列等在内的多款新品，迅速获得市场认可，经常“一盒难求”，甚至出现了消费者“夜排”的场景。</p><p>产品端的持续发力以及优秀的市场反馈助推下，泡泡玛特资本市场的表现也逐渐回暖。据国金证券最新发布的研报称，泡泡玛特作为潮玩开拓者，把握优质设计师资源、新IP／系列拓展+渠道下沉有望继续分享行业红利。报告提到，泡泡玛特打造全方位竞争优势，看好公司未来发展空间。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/885447e000f5e02536cd166eeda13f45","relate_stocks":{"09992":"泡泡玛特"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193138908","content_text":"6月2日，泡泡玛特涨近5%，市值重回千亿，连续第三个交易日上涨，截止发稿三日累涨近13%。市场期待此次618购物狂欢节和六一儿童节盲盒销量。此前来自菜鸟的数据显示，截至5月27日，有数百万吨618预售商品备入仓库，规模同比增长100%，其中，盲盒手办备货量同比暴增1000%。一年前的儿童节，泡泡玛特递交了招股书，冲刺资本市场。短短一年间，泡泡玛特经历了挂牌上市的高光，上市后股价一度达到107.60港币/股的高位，市值最高达1472亿港元。上市以后，泡泡玛特也经历了股价相对低迷的时刻，股价一度波动较大，泡泡玛特商业模式的可持续性亦引起舆论广泛关注。据2020年财报，尽管受到疫情影响，2020年泡泡玛特收入依然保持高速增长，总营收25.1亿元，同比增长49.3％。调整后净利润5.9亿元，同比增长25.9％。2020全年，泡泡玛特共售出了超过 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14:18","market":"us","language":"zh","title":"比尔盖茨微博发文希望保护隐私","url":"https://stock-news.laohu8.com/highlight/detail?id=1154035946","media":"老虎资讯综合","summary":"5月4日，今日，刚刚宣布与妻子梅琳达离婚的比尔盖茨在微博发文。全文如下：经过慎重的考虑和维护关系的努力，我们做出了结束婚姻的决定。在过去27年里，我们养育了三个出色的孩子，并且建立了一个在世界各地开展","content":"<p>5月4日，今日，刚刚宣布与妻子梅琳达离婚的比尔盖茨在微博发文。全文如下：经过慎重的考虑和维护关系的努力，我们做出了结束婚姻的决定。在过去27年里，我们养育了三个出色的孩子，并且建立了一个在世界各地开展工作的基金会，致力于帮助所有人过上健康而富有成效的生活。我们将秉承这一信念，继续我们在基金会的工作。但我们不再认为在人生的下一阶段，我们能够作为夫妻携手成长。在开启这段新生活时，我们希望我们的家庭能够获得空间和隐私。</p><p><img src=\"https://static.tigerbbs.com/a4c4f86c32259dbe1aef50a5868e1893\" tg-width=\"654\" tg-height=\"223\" referrerpolicy=\"no-referrer\"></p><p><b>相关阅读：</b></p><p><a href=\"https://laohu8.com/NW/1107648227\" target=\"_blank\">比尔·盖茨与梅琳达宣布离婚</a></p><p><a href=\"https://laohu8.com/NW/1158178287\" target=\"_blank\">比尔·盖茨夫妇宣布离婚！刚刚，女儿珍妮弗发声</a></p><p><a href=\"https://laohu8.com/NW/1176105895\" target=\"_blank\">美媒曝盖茨离婚文件：由梅琳达提起申请，未来不要求配偶支持</a></p><p><a href=\"https://laohu8.com/NW/1111644325\" target=\"_blank\">“最贵离婚”纪录或被打破！盖茨1305亿资产怎么分？</a></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>比尔盖茨微博发文希望保护隐私</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; 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class=\"title\">\n比尔盖茨微博发文希望保护隐私\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\">2021-05-04 14:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月4日，今日，刚刚宣布与妻子梅琳达离婚的比尔盖茨在微博发文。全文如下：经过慎重的考虑和维护关系的努力，我们做出了结束婚姻的决定。在过去27年里，我们养育了三个出色的孩子，并且建立了一个在世界各地开展工作的基金会，致力于帮助所有人过上健康而富有成效的生活。我们将秉承这一信念，继续我们在基金会的工作。但我们不再认为在人生的下一阶段，我们能够作为夫妻携手成长。在开启这段新生活时，我们希望我们的家庭能够获得空间和隐私。</p><p><img src=\"https://static.tigerbbs.com/a4c4f86c32259dbe1aef50a5868e1893\" tg-width=\"654\" tg-height=\"223\" referrerpolicy=\"no-referrer\"></p><p><b>相关阅读：</b></p><p><a href=\"https://laohu8.com/NW/1107648227\" target=\"_blank\">比尔·盖茨与梅琳达宣布离婚</a></p><p><a href=\"https://laohu8.com/NW/1158178287\" target=\"_blank\">比尔·盖茨夫妇宣布离婚！刚刚，女儿珍妮弗发声</a></p><p><a href=\"https://laohu8.com/NW/1176105895\" target=\"_blank\">美媒曝盖茨离婚文件：由梅琳达提起申请，未来不要求配偶支持</a></p><p><a href=\"https://laohu8.com/NW/1111644325\" target=\"_blank\">“最贵离婚”纪录或被打破！盖茨1305亿资产怎么分？</a></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/979659bd61f4fd32becbe7846e437adf","relate_stocks":{"MSFT":"微软"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154035946","content_text":"5月4日，今日，刚刚宣布与妻子梅琳达离婚的比尔盖茨在微博发文。全文如下：经过慎重的考虑和维护关系的努力，我们做出了结束婚姻的决定。在过去27年里，我们养育了三个出色的孩子，并且建立了一个在世界各地开展工作的基金会，致力于帮助所有人过上健康而富有成效的生活。我们将秉承这一信念，继续我们在基金会的工作。但我们不再认为在人生的下一阶段，我们能够作为夫妻携手成长。在开启这段新生活时，我们希望我们的家庭能够获得空间和隐私。相关阅读：比尔·盖茨与梅琳达宣布离婚比尔·盖茨夫妇宣布离婚！刚刚，女儿珍妮弗发声美媒曝盖茨离婚文件：由梅琳达提起申请，未来不要求配偶支持“最贵离婚”纪录或被打破！盖茨1305亿资产怎么分？","news_type":1},"isVote":1,"tweetType":1,"viewCount":997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":103180972,"gmtCreate":1619755782496,"gmtModify":1619755782496,"author":{"id":"3581660809552479","authorId":"3581660809552479","name":"放下自在","avatar":"https://static.tigerbbs.com/f4d0f24943b4bf4a7ad0b3a1354798ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581660809552479","authorIdStr":"3581660809552479"},"themes":[],"htmlText":"以这样的方式爆雷","listText":"以这样的方式爆雷","text":"以这样的方式爆雷","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/103180972","repostId":"2131853719","repostType":4,"isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":180351283,"gmtCreate":1623190946942,"gmtModify":1623190946942,"author":{"id":"3581660809552479","authorId":"3581660809552479","name":"放下自在","avatar":"https://static.tigerbbs.com/f4d0f24943b4bf4a7ad0b3a1354798ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581660809552479","idStr":"3581660809552479"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AHT\">$阿什福德酒店管理信托公司(AHT)$</a>今天是个好天","listText":"<a href=\"https://laohu8.com/S/AHT\">$阿什福德酒店管理信托公司(AHT)$</a>今天是个好天","text":"$阿什福德酒店管理信托公司(AHT)$今天是个好天","images":[{"img":"https://static.tigerbbs.com/51757916e18475ad7549c9c8fec651f5","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/180351283","isVote":1,"tweetType":1,"viewCount":1537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":106615443,"gmtCreate":1620110497982,"gmtModify":1620110497982,"author":{"id":"3581660809552479","authorId":"3581660809552479","name":"放下自在","avatar":"https://static.tigerbbs.com/f4d0f24943b4bf4a7ad0b3a1354798ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581660809552479","idStr":"3581660809552479"},"themes":[],"htmlText":"离婚不分穷富，不分岁数大小","listText":"离婚不分穷富，不分岁数大小","text":"离婚不分穷富，不分岁数大小","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/106615443","repostId":"1154035946","repostType":4,"repost":{"id":"1154035946","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":1620109093,"share":"https://www.laohu8.com/m/news/1154035946?lang=&edition=full","pubTime":"2021-05-04 14:18","market":"us","language":"zh","title":"比尔盖茨微博发文希望保护隐私","url":"https://stock-news.laohu8.com/highlight/detail?id=1154035946","media":"老虎资讯综合","summary":"5月4日，今日，刚刚宣布与妻子梅琳达离婚的比尔盖茨在微博发文。全文如下：经过慎重的考虑和维护关系的努力，我们做出了结束婚姻的决定。在过去27年里，我们养育了三个出色的孩子，并且建立了一个在世界各地开展","content":"<p>5月4日，今日，刚刚宣布与妻子梅琳达离婚的比尔盖茨在微博发文。全文如下：经过慎重的考虑和维护关系的努力，我们做出了结束婚姻的决定。在过去27年里，我们养育了三个出色的孩子，并且建立了一个在世界各地开展工作的基金会，致力于帮助所有人过上健康而富有成效的生活。我们将秉承这一信念，继续我们在基金会的工作。但我们不再认为在人生的下一阶段，我们能够作为夫妻携手成长。在开启这段新生活时，我们希望我们的家庭能够获得空间和隐私。</p><p><img src=\"https://static.tigerbbs.com/a4c4f86c32259dbe1aef50a5868e1893\" tg-width=\"654\" tg-height=\"223\" referrerpolicy=\"no-referrer\"></p><p><b>相关阅读：</b></p><p><a href=\"https://laohu8.com/NW/1107648227\" target=\"_blank\">比尔·盖茨与梅琳达宣布离婚</a></p><p><a href=\"https://laohu8.com/NW/1158178287\" target=\"_blank\">比尔·盖茨夫妇宣布离婚！刚刚，女儿珍妮弗发声</a></p><p><a href=\"https://laohu8.com/NW/1176105895\" target=\"_blank\">美媒曝盖茨离婚文件：由梅琳达提起申请，未来不要求配偶支持</a></p><p><a href=\"https://laohu8.com/NW/1111644325\" target=\"_blank\">“最贵离婚”纪录或被打破！盖茨1305亿资产怎么分？</a></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>比尔盖茨微博发文希望保护隐私</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; 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class=\"title\">\n比尔盖茨微博发文希望保护隐私\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\">2021-05-04 14:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月4日，今日，刚刚宣布与妻子梅琳达离婚的比尔盖茨在微博发文。全文如下：经过慎重的考虑和维护关系的努力，我们做出了结束婚姻的决定。在过去27年里，我们养育了三个出色的孩子，并且建立了一个在世界各地开展工作的基金会，致力于帮助所有人过上健康而富有成效的生活。我们将秉承这一信念，继续我们在基金会的工作。但我们不再认为在人生的下一阶段，我们能够作为夫妻携手成长。在开启这段新生活时，我们希望我们的家庭能够获得空间和隐私。</p><p><img src=\"https://static.tigerbbs.com/a4c4f86c32259dbe1aef50a5868e1893\" tg-width=\"654\" tg-height=\"223\" referrerpolicy=\"no-referrer\"></p><p><b>相关阅读：</b></p><p><a href=\"https://laohu8.com/NW/1107648227\" target=\"_blank\">比尔·盖茨与梅琳达宣布离婚</a></p><p><a href=\"https://laohu8.com/NW/1158178287\" target=\"_blank\">比尔·盖茨夫妇宣布离婚！刚刚，女儿珍妮弗发声</a></p><p><a href=\"https://laohu8.com/NW/1176105895\" target=\"_blank\">美媒曝盖茨离婚文件：由梅琳达提起申请，未来不要求配偶支持</a></p><p><a href=\"https://laohu8.com/NW/1111644325\" target=\"_blank\">“最贵离婚”纪录或被打破！盖茨1305亿资产怎么分？</a></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/979659bd61f4fd32becbe7846e437adf","relate_stocks":{"MSFT":"微软"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154035946","content_text":"5月4日，今日，刚刚宣布与妻子梅琳达离婚的比尔盖茨在微博发文。全文如下：经过慎重的考虑和维护关系的努力，我们做出了结束婚姻的决定。在过去27年里，我们养育了三个出色的孩子，并且建立了一个在世界各地开展工作的基金会，致力于帮助所有人过上健康而富有成效的生活。我们将秉承这一信念，继续我们在基金会的工作。但我们不再认为在人生的下一阶段，我们能够作为夫妻携手成长。在开启这段新生活时，我们希望我们的家庭能够获得空间和隐私。相关阅读：比尔·盖茨与梅琳达宣布离婚比尔·盖茨夫妇宣布离婚！刚刚，女儿珍妮弗发声美媒曝盖茨离婚文件：由梅琳达提起申请，未来不要求配偶支持“最贵离婚”纪录或被打破！盖茨1305亿资产怎么分？","news_type":1},"isVote":1,"tweetType":1,"viewCount":997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":131720820,"gmtCreate":1621897771660,"gmtModify":1621897771660,"author":{"id":"3581660809552479","authorId":"3581660809552479","name":"放下自在","avatar":"https://static.tigerbbs.com/f4d0f24943b4bf4a7ad0b3a1354798ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581660809552479","idStr":"3581660809552479"},"themes":[],"htmlText":"时代变化带来经济的变化，随着时间的流失，一切都会随着被新型需要的代替，只看今朝你在引领主导时尚。","listText":"时代变化带来经济的变化，随着时间的流失，一切都会随着被新型需要的代替，只看今朝你在引领主导时尚。","text":"时代变化带来经济的变化，随着时间的流失，一切都会随着被新型需要的代替，只看今朝你在引领主导时尚。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/131720820","repostId":"2137033137","repostType":4,"isVote":1,"tweetType":1,"viewCount":947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":137915631,"gmtCreate":1622283074423,"gmtModify":1622283074423,"author":{"id":"3581660809552479","authorId":"3581660809552479","name":"放下自在","avatar":"https://static.tigerbbs.com/f4d0f24943b4bf4a7ad0b3a1354798ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581660809552479","idStr":"3581660809552479"},"themes":[],"htmlText":"老年比例加大，是劳动力减少与经济使用率的增加，这是大国必须要面对与努力解决与缓解的问题，而现在延迟退休其实也是对一代人的公平。","listText":"老年比例加大，是劳动力减少与经济使用率的增加，这是大国必须要面对与努力解决与缓解的问题，而现在延迟退休其实也是对一代人的公平。","text":"老年比例加大，是劳动力减少与经济使用率的增加，这是大国必须要面对与努力解决与缓解的问题，而现在延迟退休其实也是对一代人的公平。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/137915631","repostId":"1133921757","repostType":4,"isVote":1,"tweetType":1,"viewCount":1543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":128257801,"gmtCreate":1624520747903,"gmtModify":1624520747903,"author":{"id":"3581660809552479","authorId":"3581660809552479","name":"放下自在","avatar":"https://static.tigerbbs.com/f4d0f24943b4bf4a7ad0b3a1354798ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581660809552479","idStr":"3581660809552479"},"themes":[],"htmlText":"以前知道每日优鲜，现在选择每日优鲜这个平台，谢谢老虎这个平台提供。","listText":"以前知道每日优鲜，现在选择每日优鲜这个平台，谢谢老虎这个平台提供。","text":"以前知道每日优鲜，现在选择每日优鲜这个平台，谢谢老虎这个平台提供。","images":[{"img":"https://static.tigerbbs.com/a11f9c51f407f60de0942435a029b797","width":"1080","height":"2280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128257801","isVote":1,"tweetType":1,"viewCount":2136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":128256146,"gmtCreate":1624520466185,"gmtModify":1624520466185,"author":{"id":"3581660809552479","authorId":"3581660809552479","name":"放下自在","avatar":"https://static.tigerbbs.com/f4d0f24943b4bf4a7ad0b3a1354798ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581660809552479","idStr":"3581660809552479"},"themes":[],"htmlText":"以前知道每日优鲜，现在选择每日优鲜这个平台，谢谢老虎。","listText":"以前知道每日优鲜，现在选择每日优鲜这个平台，谢谢老虎。","text":"以前知道每日优鲜，现在选择每日优鲜这个平台，谢谢老虎。","images":[{"img":"https://static.tigerbbs.com/544ed35e767966488cee2d8f94f7a6d7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128256146","isVote":1,"tweetType":1,"viewCount":1616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":128250505,"gmtCreate":1624520148607,"gmtModify":1624520148607,"author":{"id":"3581660809552479","authorId":"3581660809552479","name":"放下自在","avatar":"https://static.tigerbbs.com/f4d0f24943b4bf4a7ad0b3a1354798ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581660809552479","idStr":"3581660809552479"},"themes":[],"htmlText":"积极参与起来","listText":"积极参与起来","text":"积极参与起来","images":[{"img":"https://static.tigerbbs.com/25f8357d4a4ac0cbef12203dfb42394f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128250505","isVote":1,"tweetType":1,"viewCount":1835,"authorTweetTo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"有进有出，指数温度全高温，那泡沫得有多少，跌到断溶跌不动了才对。","text":"有进有出，指数温度全高温，那泡沫得有多少，跌到断溶跌不动了才对。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/106435231","repostId":"1123930105","repostType":4,"repost":{"id":"1123930105","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":1620137361,"share":"https://www.laohu8.com/m/news/1123930105?lang=&edition=full","pubTime":"2021-05-04 22:09","market":"us","language":"zh","title":"明星科技股集体下跌，纳指跌超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1123930105","media":"老虎资讯综合","summary":"周二，美股纳斯达克指数大幅低开后持续下行，截至发稿跌幅至2.17%。明星科技股集体走低，英伟达跌3.88%，Paypal(PYPL.O)跌3.58%，苹果跌3.03%，高通跌2.8%、Adobe跌1.","content":"<p>周二，美股纳斯达克指数大幅低开后持续下行，截至发稿跌幅至2.17%。</p><p><img src=\"https://static.tigerbbs.com/c4307b3f3a162abd43154ad99cd7ad3e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>明星科技股集体走低，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌3.88%，Paypal(PYPL.O)跌3.58%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌3.03%，<a href=\"https://laohu8.com/S/QCOM\">高通</a>跌2.8%、<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>跌1.97%。</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\" 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}\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明星科技股集体下跌，纳指跌超2%\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\">2021-05-04 22:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周二，美股纳斯达克指数大幅低开后持续下行，截至发稿跌幅至2.17%。</p><p><img src=\"https://static.tigerbbs.com/c4307b3f3a162abd43154ad99cd7ad3e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>明星科技股集体走低，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌3.88%，Paypal(PYPL.O)跌3.58%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌3.03%，<a href=\"https://laohu8.com/S/QCOM\">高通</a>跌2.8%、<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>跌1.97%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/48729940b5a815d99b2cb055fae07190","relate_stocks":{".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123930105","content_text":"周二，美股纳斯达克指数大幅低开后持续下行，截至发稿跌幅至2.17%。明星科技股集体走低，英伟达跌3.88%，Paypal(PYPL.O)跌3.58%，苹果跌3.03%，高通跌2.8%、Adobe跌1.97%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":103180972,"gmtCreate":1619755782496,"gmtModify":1619755782496,"author":{"id":"3581660809552479","authorId":"3581660809552479","name":"放下自在","avatar":"https://static.tigerbbs.com/f4d0f24943b4bf4a7ad0b3a1354798ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581660809552479","idStr":"3581660809552479"},"themes":[],"htmlText":"以这样的方式爆雷","listText":"以这样的方式爆雷","text":"以这样的方式爆雷","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/103180972","repostId":"2131853719","repostType":4,"isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}