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CheungTung
2021-06-15
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CheungTung
2021-06-23
涨涨涨
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CheungTung
2021-06-16
投机的人多
调查：八成机构认为比特币虚高，逾七成预计通胀是暂时的
CheungTung
2021-06-20
每日任务
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CheungTung
2021-06-23
[开心]
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CheungTung
2021-06-21
加油
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CheungTung
2021-06-21
[开心]
年内涨幅超500%，现代牙科蹭了谁的“热度”？
CheungTung
2021-06-19
买买买
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CheungTung
2021-06-17
希望经济抓紧好起来
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CheungTung
2021-06-16
投机的人多
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14:30","market":"us","language":"zh","title":"618复盘：手机新格局，电视、电脑老面孔","url":"https://stock-news.laohu8.com/highlight/detail?id=2144039967","media":"雷科技","summary":"618战报出炉","content":"<p>一年一度的618电商节，终于在今天迎来了高潮。作为2020年之后的首个电商旺季，很多消费者在5月份就已摩拳擦掌，等待将新机一举拿下，各家手机厂商的神经更是在高度紧绷，品牌之间的斗争显得异常激烈。<a href=\"https://laohu8.com/S/JD\">京东</a>、天猫、苏宁、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>等电商平台也纷纷加入战局，希望抓住618的消费反弹机会，堪称史上最<a href=\"https://laohu8.com/S/DLX\">豪华</a>阵容。</p>\n<p>从目前公开的战报来看，消费者的消费意愿仍旧高涨。据天猫及京东数据，国内两大电商平台在618电商节首日GMV分别同比增长50%和74%。进入618当天后，京东每秒用户访问峰值较去年同期提升152%，大量商家店铺在凌晨就突破了去年全天的销售纪录。</p>\n<p>在亮眼的成绩之后，很多消费者可能都会有这样的疑问：在这场促销大战中，消费者普遍青睐哪些品牌的产品？有哪些厂商成功抓住了机会，成为了今年618的王者？</p>\n<p><b>手机：<a href=\"https://laohu8.com/S/AAPL\">苹果</a>依然强势，国产手机再创新高</b></p>\n<p>作为每年618购物节的传统促销项目，手机一直是各大厂商打折促销的核心硬件，今年更是如此：在疫情的影响逐渐消散后，国内手机市场快速复活，第一季度出货量同比增长27%。在这种背景下，各大手机品牌都希望能趁热打铁，通过618大促销带来的销量，弥补去年疫情带来的损失。</p>\n<p>从单品类上看，苹果凭借iPhone 12成功拿下最佳单品销量的宝座。不仅如此，iPhone 11也在今天强势杀出，来到总榜销量第三的位置。这两年，苹果开始频频参加国内的电商促销活动，而且优惠力度变得越来越大，可以看出外国手机厂商越来越重视中国市场了。</p>\n<p><img src=\"https://static.tigerbbs.com/9ab37b70948df6fff6f2ede5f32ec94d\" tg-width=\"481\" tg-height=\"680\" referrerpolicy=\"no-referrer\">举个例子，去年618，iPhone 11在天猫、京东商城充其量也就优惠了500元。今年618，iPhone 12在天猫、京东商城直降1400元起，iPhone 11更是低至3799元。在苹果和各大电商平台的推波助澜下，之前就有着不俗销量的iPhone 11、iPhone 12，让苹果毫无争议地拿下了单品销量与销售额的冠军。<img src=\"https://static.tigerbbs.com/158f5c96063400063118822a8ac109da\" tg-width=\"1533\" tg-height=\"880\" referrerpolicy=\"no-referrer\">另一方面，国产手机品牌同样进步迅速。根据京东数据显示，今年618电商节前15分钟，realme真我和iQOO的成交额同比增长超6倍。根据真我的战报数据显示：截至6月16日上午9点，realme真我已经实现了百万销量的目标，真我Q3位列单品榜第三名。国产新兴品牌的崛起，可以给其他厂商带来竞争的压力，这样才能为消费者带来更具质感、更具性价比的产品。<img src=\"https://static.tigerbbs.com/f661c8732ea1ea6b10c72dd51062575e\" tg-width=\"737\" tg-height=\"454\" referrerpolicy=\"no-referrer\">尽管国内其他厂商表现都很出色，但是今年618的最大赢家还得看小米。在今年618期间，小米的京东销量排名第二，销售额排名第二，是国产厂商中表现最为出色的。值得注意的是，和其他排在单品榜前列的国产厂商不同，在高端化的小米10S、小米11两款旗舰产品表现不错的同时，红米靠着Redmi K40、Redmi 9A等性价比进入了单品销量榜的前五名。高低端市场的两面夹击之势，让消费者感受到了小米的产品力。<img src=\"https://static.tigerbbs.com/211e4bf7acb5f0a53754484001028fbd\" tg-width=\"919\" tg-height=\"827\" referrerpolicy=\"no-referrer\">最后，从单品榜来看，目前国内市场已经基本全面普及5G手机。榜单前十五名有十一款产品支持5G，其中不乏真我Q3、Redmi Note 10和iQOO Z3这样售价在1500元以下的5G平价手机，我们距离百元机全面5G化的时代不远了。另一方面，我们会发现4G手机依然有着不小的影响力，销量前十共有四款4G手机。iPhone 11的热销更是说明，说明只要价格到位，消费者似乎并不太关心4G和5G的区别。</p>\n<p>电脑：PC市场萎靡不振，游戏本再创新高</p>\n<p>今年的PC行业，整体来说是比较低迷的。DIY市场这边，尽管<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/AMD\">AMD</a>在去年先后发布新款显卡，但是因为矿潮和疫情的缘故，显卡、内存甚至硬盘都出现了抢购涨价的情况。即便到了618电商节，大部分商品的价格依然没有回到一个正常的基数，因此玩家的欲望也不算强烈。</p>\n<p>作为对比，因为疫情之间远程办公、在线网课的需要，萎靡多年的笔记本市场现在几乎全面复苏。从榜单上看，作为传统电脑行业的霸主，联想依然稳如泰山。从轻薄旗舰的小新Pro系列、主打轻薄中端的小新Air系列、主打商务轻薄的ThinkBook系列、主打创作能力的Yoga系列，这些轻薄本基本占满了笔记本总榜的前排位置。</p>\n<p>作为传统大厂，联想本来在设计、供应、性能、售后方面对比新兴厂商都有不小的优势，而从去年开始积极转变的线上战略正好匹配消费者的需求，直接造就了联想在618电脑市场上绝对王者的地位。<img src=\"https://static.tigerbbs.com/3698a5086753e94ddf168b5a2e626acc\" tg-width=\"1484\" tg-height=\"1079\" referrerpolicy=\"no-referrer\">另一方面，根据京东战报显示，今年的高端游戏本成交额同比增长高达400%，而游戏玩家必备的电竞路由器、机械键盘等外设的成交额也有着不错的增长。根据小雷分析，发生这种情况的主要原因有两点。首先，今年PC市场非常混乱，各种配件溢价严重，甚至出现单张显卡价格媲美笔记本电脑的情况。其次，今年的移动端RTX 3060显卡表现出色，性能表现甚至能够超越桌面端RTX 3060，这也是玩家们纷纷选择购买高端游戏本的原因。<img src=\"https://static.tigerbbs.com/b675eb30b3d4a703eccf053072f5b790\" tg-width=\"2159\" tg-height=\"849\" referrerpolicy=\"no-referrer\">电视：新技术层出不穷，游戏电视成新潮流</p>\n<p>在历经了面板涨价、芯片缺货以及原材料涨价后，今年电视的价格，可就没有往年那么香了。即便如此，为了这一整年最佳的购买时机，还是有不少人选择入手新电视的，各类电视销量猛增。</p>\n<p>从单品销量榜来看，小米电视在本次大促中表现出色。近两年，小米接连推出小米电视大师 65\"、小米电视大师 82 \"等多款高端产品，取得了不错的市场声望。原有的产品在如今普遍涨价的市场形势下，性价比显得格外突出。从结果上看，小米电视成功拿下京东平台的销量、销售额第一，全平台销售金额突破17亿元，大尺寸的性价比电视与小米生态依然是小米的传统优势。<img src=\"https://static.tigerbbs.com/4b9f47c4e8964ee7f57de4c6fd28412f\" tg-width=\"1489\" tg-height=\"1079\" referrerpolicy=\"no-referrer\">与此同时，今年各大传统厂商也有着不错的表现。创维特地为本次年中大促推出了创维A5 Pro系列，从价格到产品配置都很不错，也算是始终贯彻着近年来创维“把线下的电视体验带到线上”的理念。此外，不少传统家电大厂专门为京东开辟了独家生产线，目的就是通过多品类电视的上线，来满足消费者的不同需求。未来，传统家电行业和线上进行联手定制的情况将会越来越多。<img src=\"https://static.tigerbbs.com/5b0293c30095c5847b94bdd840fc7fdb\" tg-width=\"1474\" tg-height=\"1079\" referrerpolicy=\"no-referrer\">此外，根据京东统计，受到国行PS5、国行Xbox Series X/S发售的影响，游戏电视需求量大增，前5分钟成交额即超去年全天。虽说今年的低端入门电视的涨价明显，但是游戏电视价格却在趋于平价。就目前的行情看，趁着618抓紧入手，可能是最好的选择。</p>\n<h2>总结</h2>\n<p>与往年相比，今年的618最高潮似乎低调了许多。没有准点报时的狂欢，没有赤裸裸公布的销售额，没有种类繁多的社交玩法，取而代之的是朋友圈的一片平静，以及电商平台公布的消费趋势和增速，这也难怪网友们会调侃今年的618根本毫无存在感。</p>\n<p>小雷觉得，今年会出现这种情况的原因有两点。首先，因为各家电商平台早早就开始备战，导致今年618大促的战线长达近20天，越拉越长的促销周期，让消费者的亢奋逐渐淡化。其次，由于今年国家对电商平台的监管，各家电商平台都在试图淡化社交玩法，缺少了往年病毒一般的社交传播，自然也就缺少了往年那般狂热的氛围。</p>\n<p>过于复杂的正在不断劝退消费者，没有人想在购买商品之前浪费时间去进行社交互动凑优惠，平台变着花样套路消费者的做法已经过时。目前看来，提高用户体验、精简游戏玩法、缩短促销时长，可能会成为未来618玩法的变化方向。通过VR购物、直播电商，给消费者带来全新的购物交互体验，可以激发购买欲望。精简游戏玩法、缩短促销时长，则可以减少用户的消费压力，让消费需求集中爆发。</p>","source":"36kr_stock","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>618复盘：手机新格局，电视、电脑老面孔</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; 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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\">\n618复盘：手机新格局，电视、电脑老面孔\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-19 14:30 北京时间 <a href=https://36kr.com/p/1273923993354498><strong>雷科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一年一度的618电商节，终于在今天迎来了高潮。作为2020年之后的首个电商旺季，很多消费者在5月份就已摩拳擦掌，等待将新机一举拿下，各家手机厂商的神经更是在高度紧绷，品牌之间的斗争显得异常激烈。京东、天猫、苏宁、拼多多等电商平台也纷纷加入战局，希望抓住618的消费反弹机会，堪称史上最豪华阵容。\n从目前公开的战报来看，消费者的消费意愿仍旧高涨。据天猫及京东数据，国内两大电商平台在618电商节首日...</p>\n\n<a href=\"https://36kr.com/p/1273923993354498\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/029b5d4f26e3d6000c366d22965cab6d","relate_stocks":{"03086":"华夏纳指","JD":"京东","AAPL":"苹果","01810":"小米集团-W","09618":"京东集团-SW","09086":"华夏纳指-U","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://36kr.com/p/1273923993354498","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144039967","content_text":"一年一度的618电商节，终于在今天迎来了高潮。作为2020年之后的首个电商旺季，很多消费者在5月份就已摩拳擦掌，等待将新机一举拿下，各家手机厂商的神经更是在高度紧绷，品牌之间的斗争显得异常激烈。京东、天猫、苏宁、拼多多等电商平台也纷纷加入战局，希望抓住618的消费反弹机会，堪称史上最豪华阵容。\n从目前公开的战报来看，消费者的消费意愿仍旧高涨。据天猫及京东数据，国内两大电商平台在618电商节首日GMV分别同比增长50%和74%。进入618当天后，京东每秒用户访问峰值较去年同期提升152%，大量商家店铺在凌晨就突破了去年全天的销售纪录。\n在亮眼的成绩之后，很多消费者可能都会有这样的疑问：在这场促销大战中，消费者普遍青睐哪些品牌的产品？有哪些厂商成功抓住了机会，成为了今年618的王者？\n手机：苹果依然强势，国产手机再创新高\n作为每年618购物节的传统促销项目，手机一直是各大厂商打折促销的核心硬件，今年更是如此：在疫情的影响逐渐消散后，国内手机市场快速复活，第一季度出货量同比增长27%。在这种背景下，各大手机品牌都希望能趁热打铁，通过618大促销带来的销量，弥补去年疫情带来的损失。\n从单品类上看，苹果凭借iPhone 12成功拿下最佳单品销量的宝座。不仅如此，iPhone 11也在今天强势杀出，来到总榜销量第三的位置。这两年，苹果开始频频参加国内的电商促销活动，而且优惠力度变得越来越大，可以看出外国手机厂商越来越重视中国市场了。\n举个例子，去年618，iPhone 11在天猫、京东商城充其量也就优惠了500元。今年618，iPhone 12在天猫、京东商城直降1400元起，iPhone 11更是低至3799元。在苹果和各大电商平台的推波助澜下，之前就有着不俗销量的iPhone 11、iPhone 12，让苹果毫无争议地拿下了单品销量与销售额的冠军。另一方面，国产手机品牌同样进步迅速。根据京东数据显示，今年618电商节前15分钟，realme真我和iQOO的成交额同比增长超6倍。根据真我的战报数据显示：截至6月16日上午9点，realme真我已经实现了百万销量的目标，真我Q3位列单品榜第三名。国产新兴品牌的崛起，可以给其他厂商带来竞争的压力，这样才能为消费者带来更具质感、更具性价比的产品。尽管国内其他厂商表现都很出色，但是今年618的最大赢家还得看小米。在今年618期间，小米的京东销量排名第二，销售额排名第二，是国产厂商中表现最为出色的。值得注意的是，和其他排在单品榜前列的国产厂商不同，在高端化的小米10S、小米11两款旗舰产品表现不错的同时，红米靠着Redmi K40、Redmi 9A等性价比进入了单品销量榜的前五名。高低端市场的两面夹击之势，让消费者感受到了小米的产品力。最后，从单品榜来看，目前国内市场已经基本全面普及5G手机。榜单前十五名有十一款产品支持5G，其中不乏真我Q3、Redmi Note 10和iQOO Z3这样售价在1500元以下的5G平价手机，我们距离百元机全面5G化的时代不远了。另一方面，我们会发现4G手机依然有着不小的影响力，销量前十共有四款4G手机。iPhone 11的热销更是说明，说明只要价格到位，消费者似乎并不太关心4G和5G的区别。\n电脑：PC市场萎靡不振，游戏本再创新高\n今年的PC行业，整体来说是比较低迷的。DIY市场这边，尽管英伟达和AMD在去年先后发布新款显卡，但是因为矿潮和疫情的缘故，显卡、内存甚至硬盘都出现了抢购涨价的情况。即便到了618电商节，大部分商品的价格依然没有回到一个正常的基数，因此玩家的欲望也不算强烈。\n作为对比，因为疫情之间远程办公、在线网课的需要，萎靡多年的笔记本市场现在几乎全面复苏。从榜单上看，作为传统电脑行业的霸主，联想依然稳如泰山。从轻薄旗舰的小新Pro系列、主打轻薄中端的小新Air系列、主打商务轻薄的ThinkBook系列、主打创作能力的Yoga系列，这些轻薄本基本占满了笔记本总榜的前排位置。\n作为传统大厂，联想本来在设计、供应、性能、售后方面对比新兴厂商都有不小的优势，而从去年开始积极转变的线上战略正好匹配消费者的需求，直接造就了联想在618电脑市场上绝对王者的地位。另一方面，根据京东战报显示，今年的高端游戏本成交额同比增长高达400%，而游戏玩家必备的电竞路由器、机械键盘等外设的成交额也有着不错的增长。根据小雷分析，发生这种情况的主要原因有两点。首先，今年PC市场非常混乱，各种配件溢价严重，甚至出现单张显卡价格媲美笔记本电脑的情况。其次，今年的移动端RTX 3060显卡表现出色，性能表现甚至能够超越桌面端RTX 3060，这也是玩家们纷纷选择购买高端游戏本的原因。电视：新技术层出不穷，游戏电视成新潮流\n在历经了面板涨价、芯片缺货以及原材料涨价后，今年电视的价格，可就没有往年那么香了。即便如此，为了这一整年最佳的购买时机，还是有不少人选择入手新电视的，各类电视销量猛增。\n从单品销量榜来看，小米电视在本次大促中表现出色。近两年，小米接连推出小米电视大师 65\"、小米电视大师 82 \"等多款高端产品，取得了不错的市场声望。原有的产品在如今普遍涨价的市场形势下，性价比显得格外突出。从结果上看，小米电视成功拿下京东平台的销量、销售额第一，全平台销售金额突破17亿元，大尺寸的性价比电视与小米生态依然是小米的传统优势。与此同时，今年各大传统厂商也有着不错的表现。创维特地为本次年中大促推出了创维A5 Pro系列，从价格到产品配置都很不错，也算是始终贯彻着近年来创维“把线下的电视体验带到线上”的理念。此外，不少传统家电大厂专门为京东开辟了独家生产线，目的就是通过多品类电视的上线，来满足消费者的不同需求。未来，传统家电行业和线上进行联手定制的情况将会越来越多。此外，根据京东统计，受到国行PS5、国行Xbox Series X/S发售的影响，游戏电视需求量大增，前5分钟成交额即超去年全天。虽说今年的低端入门电视的涨价明显，但是游戏电视价格却在趋于平价。就目前的行情看，趁着618抓紧入手，可能是最好的选择。\n总结\n与往年相比，今年的618最高潮似乎低调了许多。没有准点报时的狂欢，没有赤裸裸公布的销售额，没有种类繁多的社交玩法，取而代之的是朋友圈的一片平静，以及电商平台公布的消费趋势和增速，这也难怪网友们会调侃今年的618根本毫无存在感。\n小雷觉得，今年会出现这种情况的原因有两点。首先，因为各家电商平台早早就开始备战，导致今年618大促的战线长达近20天，越拉越长的促销周期，让消费者的亢奋逐渐淡化。其次，由于今年国家对电商平台的监管，各家电商平台都在试图淡化社交玩法，缺少了往年病毒一般的社交传播，自然也就缺少了往年那般狂热的氛围。\n过于复杂的正在不断劝退消费者，没有人想在购买商品之前浪费时间去进行社交互动凑优惠，平台变着花样套路消费者的做法已经过时。目前看来，提高用户体验、精简游戏玩法、缩短促销时长，可能会成为未来618玩法的变化方向。通过VR购物、直播电商，给消费者带来全新的购物交互体验，可以激发购买欲望。精简游戏玩法、缩短促销时长，则可以减少用户的消费压力，让消费需求集中爆发。","news_type":1},"isVote":1,"tweetType":1,"viewCount":885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":161514899,"gmtCreate":1623934614811,"gmtModify":1634025694303,"author":{"id":"3582018302752389","authorId":"3582018302752389","name":"CheungTung","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582018302752389","idStr":"3582018302752389"},"themes":[],"htmlText":"希望经济抓紧好起来","listText":"希望经济抓紧好起来","text":"希望经济抓紧好起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161514899","repostId":"1142509656","repostType":4,"isVote":1,"tweetType":1,"viewCount":987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":160561592,"gmtCreate":1623802241616,"gmtModify":1634028044776,"author":{"id":"3582018302752389","authorId":"3582018302752389","name":"CheungTung","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582018302752389","idStr":"3582018302752389"},"themes":[],"htmlText":"投机的人多","listText":"投机的人多","text":"投机的人多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/160561592","repostId":"2143775271","repostType":4,"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":160563722,"gmtCreate":1623802229066,"gmtModify":1634028045766,"author":{"id":"3582018302752389","authorId":"3582018302752389","name":"CheungTung","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582018302752389","idStr":"3582018302752389"},"themes":[],"htmlText":"投机的人多","listText":"投机的人多","text":"投机的人多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160563722","repostId":"2143775271","repostType":4,"isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":187550096,"gmtCreate":1623759924015,"gmtModify":1634028857879,"author":{"id":"3582018302752389","authorId":"3582018302752389","name":"CheungTung","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582018302752389","idStr":"3582018302752389"},"themes":[],"htmlText":"like and comment","listText":"like and comment","text":"like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/187550096","repostId":"1127660571","repostType":4,"repost":{"id":"1127660571","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623760680,"share":"https://www.laohu8.com/m/news/1127660571?lang=&edition=full","pubTime":"2021-06-15 20:38","market":"us","language":"en","title":"Toplines Before US Market Open on Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1127660571","media":"Tiger Newspress","summary":"Stock futures edge up ahead of retail sales data.\nS&P 500 index is headed toward its 30th record clo","content":"<ul>\n <li>Stock futures edge up ahead of retail sales data.</li>\n <li>S&P 500 index is headed toward its 30th record close of the year, bolstered by gains in tech stocks.</li>\n <li><b>Increase in in PPI over past 12 months rises to 6.6% from 6.2%.</b></li>\n <li><b>U.S. retail sales minus gas and autos fall 0.8% in May.</b></li>\n <li><b>U.S. retail sales minus gas and autos fall 0.8% in May.</b></li>\n</ul>\n<p>(June 15) <b>Producer prices climb 6.6% in May on annual basis, largest 12-month increase on record.</b> Producer prices rose at their fastest annual clip in nearly 11 years in May as inflation continued to build in the U.S. economy, the Labor Department reported Tuesday.</p>\n<p>On a monthly basis, the producer price index for final demand rose 0.8%, ahead of the Dow Jones estimate of 0.6%.</p>\n<p><b>Stock Market</b></p>\n<p>U.S. stock futures edged higher Tuesday ahead of fresh data that will indicate how much Americans spent in stores, at restaurants and online last month.</p>\n<p>Futures tied to the S&P 500 ticked up 0.1%, indicating that the broad benchmark index is on track to notch its thirtieth record close of the year. Nasdaq-100 futures gained 0.2%, pointing togains in technology stocksafter the opening bell.</p>\n<p>At 8:38 a.m. ET, Dow e-minis were up 18 points, or 0.05%, S&P 500 e-minis were up 5.5 points, or 0.13%, and Nasdaq 100 e-minis were up 24.75 points, or 0.18%.</p>\n<p><img src=\"https://static.tigerbbs.com/86af5e5e5e4faf68b304fa020ca3a033\" tg-width=\"1242\" tg-height=\"487\"></p>\n<p>Investors expect that stocks will climb through the rest of the year due to easy monetary policies. Many people are also betting thathigher inflation, due to the easing of economic restrictions and supply-chain bottlenecks, will be temporary. Signs that inflation will be elevated for a prolonged period or that theFederal Reserve may retrace its supportcould shake that confidence, money managers said.</p>\n<p><b>Stocks making the biggest moves in the premarket: Vroom, Ping Identity, Sage Therapeutics & more</b></p>\n<p><b>1) Vroom(VRM)</b> – Vroom intends to offer $500 million in convertible senior notes due in 2026. The used-vehicle e-commerce platform provider plans to use the proceeds for a variety of corporate purposes as well as investing in or acquiring new technologies. Its shares slid 6.1% in premarket trading.</p>\n<p><b>2) Ping Identity(PING) </b>– Ping Identity announced a 6 million share common stock offering, in a sale of shares held by investment funds affiliated with Vista Equity Partners. The identity management solutions company will not receive any proceeds from the offering. The stock tumbled 4.2% in premarket action.</p>\n<p><b>3) Sage Therapeutics(SAGE)</b> – The drugmaker’s shares tanked 17.5% in premarket trading following the release of study results for Sage’s experimental depression drug. The treatment resulted in a statistically significant improvement in symptoms, although it could take up to six weeks to be effective and treatment may be required for months.</p>\n<p><b>4) Boeing(BA) </b>– The U.S. and European Union announced aresolution of the long-standing disputeover aircraft subsidies involving Boeing and European rival Airbus. The deal suspends World Trade Organization-authorized tariffs for five years, and U.S. Trade Representative Katherine Tai said it could serve as a model for resolving future disputes.</p>\n<p><b>5) Exxon Mobil(XOM) </b>– Bank of America reiterated a “buy” rating on the energy giant’s stock, predicting that Exxon Mobil would hike its dividend before the end of the year following cost-cutting measures and a rebound in oil prices.</p>\n<p><b>6) Spirit Airlines(SAVE)</b> – Spirit Airlines said in a Securities and Exchange Commission filing that leisure demand has continued to improve throughout the second quarter, and that it has seen operating yields strengthen as well. Citi upgraded the stock to “buy” from “neutral” following that update, and shares rallied 2.6% in the premarket.</p>\n<p><b>7) Fastenal(FAST)</b> – The maker of industrial and construction supplies was downgraded to “underweight” from “equal-weight” at Morgan Stanley, which notes a lull in customer acquisition as well as a stock that is already near an all-time high. The stock slid 2.2% in the premarket.</p>\n<p><b>8) AstraZeneca(AZN) </b>– AstraZeneca said an experimental monoclonal antibody treatment did not meet its main goal of preventing Covid-19 in patients who had been exposed to the virus. The company also said, however, that its Covid-19 vaccine is 92% effective against the so-called “Delta” variant of the virus.</p>\n<p><b>9) Cracker Barrel(CBRL)</b> – Cracker Barrel announced a $275 million private offering of convertible senior notes due in 2026. The restaurant chain will use the proceeds to pay debt and for general corporate purposes.</p>\n<p><b>10) Novavax(NVAX)</b> – Novavax announced positive results from its first study of its Covid-19 vaccine and a flu vaccine administered simultaneously. The study suggested that simultaneous vaccination may be a viable strategy.</p>\n<p><b>11) Intuit(INTU)</b> – The financial software company revealed in an SEC filing that its QuickBooks online service saw new customer acquisition grow by more than 25% year-over-year for the nine months ended April 30. Intuit shares had hit an all-time high in Monday’s trading.</p>\n<p><b>12) Vimeo(VMEO)</b> – Vimeo reported that total revenue in May rose 42% from a year ago, with the video services company also seeing average revenue per user up 18%.</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>Toplines Before US Market Open on Tuesday</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\">\nToplines Before US Market Open on Tuesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-15 20:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Stock futures edge up ahead of retail sales data.</li>\n <li>S&P 500 index is headed toward its 30th record close of the year, bolstered by gains in tech stocks.</li>\n <li><b>Increase in in PPI over past 12 months rises to 6.6% from 6.2%.</b></li>\n <li><b>U.S. retail sales minus gas and autos fall 0.8% in May.</b></li>\n <li><b>U.S. retail sales minus gas and autos fall 0.8% in May.</b></li>\n</ul>\n<p>(June 15) <b>Producer prices climb 6.6% in May on annual basis, largest 12-month increase on record.</b> Producer prices rose at their fastest annual clip in nearly 11 years in May as inflation continued to build in the U.S. economy, the Labor Department reported Tuesday.</p>\n<p>On a monthly basis, the producer price index for final demand rose 0.8%, ahead of the Dow Jones estimate of 0.6%.</p>\n<p><b>Stock Market</b></p>\n<p>U.S. stock futures edged higher Tuesday ahead of fresh data that will indicate how much Americans spent in stores, at restaurants and online last month.</p>\n<p>Futures tied to the S&P 500 ticked up 0.1%, indicating that the broad benchmark index is on track to notch its thirtieth record close of the year. Nasdaq-100 futures gained 0.2%, pointing togains in technology stocksafter the opening bell.</p>\n<p>At 8:38 a.m. ET, Dow e-minis were up 18 points, or 0.05%, S&P 500 e-minis were up 5.5 points, or 0.13%, and Nasdaq 100 e-minis were up 24.75 points, or 0.18%.</p>\n<p><img src=\"https://static.tigerbbs.com/86af5e5e5e4faf68b304fa020ca3a033\" tg-width=\"1242\" tg-height=\"487\"></p>\n<p>Investors expect that stocks will climb through the rest of the year due to easy monetary policies. Many people are also betting thathigher inflation, due to the easing of economic restrictions and supply-chain bottlenecks, will be temporary. Signs that inflation will be elevated for a prolonged period or that theFederal Reserve may retrace its supportcould shake that confidence, money managers said.</p>\n<p><b>Stocks making the biggest moves in the premarket: Vroom, Ping Identity, Sage Therapeutics & more</b></p>\n<p><b>1) Vroom(VRM)</b> – Vroom intends to offer $500 million in convertible senior notes due in 2026. The used-vehicle e-commerce platform provider plans to use the proceeds for a variety of corporate purposes as well as investing in or acquiring new technologies. Its shares slid 6.1% in premarket trading.</p>\n<p><b>2) Ping Identity(PING) </b>– Ping Identity announced a 6 million share common stock offering, in a sale of shares held by investment funds affiliated with Vista Equity Partners. The identity management solutions company will not receive any proceeds from the offering. The stock tumbled 4.2% in premarket action.</p>\n<p><b>3) Sage Therapeutics(SAGE)</b> – The drugmaker’s shares tanked 17.5% in premarket trading following the release of study results for Sage’s experimental depression drug. The treatment resulted in a statistically significant improvement in symptoms, although it could take up to six weeks to be effective and treatment may be required for months.</p>\n<p><b>4) Boeing(BA) </b>– The U.S. and European Union announced aresolution of the long-standing disputeover aircraft subsidies involving Boeing and European rival Airbus. The deal suspends World Trade Organization-authorized tariffs for five years, and U.S. Trade Representative Katherine Tai said it could serve as a model for resolving future disputes.</p>\n<p><b>5) Exxon Mobil(XOM) </b>– Bank of America reiterated a “buy” rating on the energy giant’s stock, predicting that Exxon Mobil would hike its dividend before the end of the year following cost-cutting measures and a rebound in oil prices.</p>\n<p><b>6) Spirit Airlines(SAVE)</b> – Spirit Airlines said in a Securities and Exchange Commission filing that leisure demand has continued to improve throughout the second quarter, and that it has seen operating yields strengthen as well. Citi upgraded the stock to “buy” from “neutral” following that update, and shares rallied 2.6% in the premarket.</p>\n<p><b>7) Fastenal(FAST)</b> – The maker of industrial and construction supplies was downgraded to “underweight” from “equal-weight” at Morgan Stanley, which notes a lull in customer acquisition as well as a stock that is already near an all-time high. The stock slid 2.2% in the premarket.</p>\n<p><b>8) AstraZeneca(AZN) </b>– AstraZeneca said an experimental monoclonal antibody treatment did not meet its main goal of preventing Covid-19 in patients who had been exposed to the virus. The company also said, however, that its Covid-19 vaccine is 92% effective against the so-called “Delta” variant of the virus.</p>\n<p><b>9) Cracker Barrel(CBRL)</b> – Cracker Barrel announced a $275 million private offering of convertible senior notes due in 2026. The restaurant chain will use the proceeds to pay debt and for general corporate purposes.</p>\n<p><b>10) Novavax(NVAX)</b> – Novavax announced positive results from its first study of its Covid-19 vaccine and a flu vaccine administered simultaneously. The study suggested that simultaneous vaccination may be a viable strategy.</p>\n<p><b>11) Intuit(INTU)</b> – The financial software company revealed in an SEC filing that its QuickBooks online service saw new customer acquisition grow by more than 25% year-over-year for the nine months ended April 30. Intuit shares had hit an all-time high in Monday’s trading.</p>\n<p><b>12) Vimeo(VMEO)</b> – Vimeo reported that total revenue in May rose 42% from a year ago, with the video services company also seeing average revenue per user up 18%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127660571","content_text":"Stock futures edge up ahead of retail sales data.\nS&P 500 index is headed toward its 30th record close of the year, bolstered by gains in tech stocks.\nIncrease in in PPI over past 12 months rises to 6.6% from 6.2%.\nU.S. retail sales minus gas and autos fall 0.8% in May.\nU.S. retail sales minus gas and autos fall 0.8% in May.\n\n(June 15) Producer prices climb 6.6% in May on annual basis, largest 12-month increase on record. Producer prices rose at their fastest annual clip in nearly 11 years in May as inflation continued to build in the U.S. economy, the Labor Department reported Tuesday.\nOn a monthly basis, the producer price index for final demand rose 0.8%, ahead of the Dow Jones estimate of 0.6%.\nStock Market\nU.S. stock futures edged higher Tuesday ahead of fresh data that will indicate how much Americans spent in stores, at restaurants and online last month.\nFutures tied to the S&P 500 ticked up 0.1%, indicating that the broad benchmark index is on track to notch its thirtieth record close of the year. Nasdaq-100 futures gained 0.2%, pointing togains in technology stocksafter the opening bell.\nAt 8:38 a.m. ET, Dow e-minis were up 18 points, or 0.05%, S&P 500 e-minis were up 5.5 points, or 0.13%, and Nasdaq 100 e-minis were up 24.75 points, or 0.18%.\n\nInvestors expect that stocks will climb through the rest of the year due to easy monetary policies. Many people are also betting thathigher inflation, due to the easing of economic restrictions and supply-chain bottlenecks, will be temporary. Signs that inflation will be elevated for a prolonged period or that theFederal Reserve may retrace its supportcould shake that confidence, money managers said.\nStocks making the biggest moves in the premarket: Vroom, Ping Identity, Sage Therapeutics & more\n1) Vroom(VRM) – Vroom intends to offer $500 million in convertible senior notes due in 2026. The used-vehicle e-commerce platform provider plans to use the proceeds for a variety of corporate purposes as well as investing in or acquiring new technologies. Its shares slid 6.1% in premarket trading.\n2) Ping Identity(PING) – Ping Identity announced a 6 million share common stock offering, in a sale of shares held by investment funds affiliated with Vista Equity Partners. The identity management solutions company will not receive any proceeds from the offering. The stock tumbled 4.2% in premarket action.\n3) Sage Therapeutics(SAGE) – The drugmaker’s shares tanked 17.5% in premarket trading following the release of study results for Sage’s experimental depression drug. The treatment resulted in a statistically significant improvement in symptoms, although it could take up to six weeks to be effective and treatment may be required for months.\n4) Boeing(BA) – The U.S. and European Union announced aresolution of the long-standing disputeover aircraft subsidies involving Boeing and European rival Airbus. The deal suspends World Trade Organization-authorized tariffs for five years, and U.S. Trade Representative Katherine Tai said it could serve as a model for resolving future disputes.\n5) Exxon Mobil(XOM) – Bank of America reiterated a “buy” rating on the energy giant’s stock, predicting that Exxon Mobil would hike its dividend before the end of the year following cost-cutting measures and a rebound in oil prices.\n6) Spirit Airlines(SAVE) – Spirit Airlines said in a Securities and Exchange Commission filing that leisure demand has continued to improve throughout the second quarter, and that it has seen operating yields strengthen as well. Citi upgraded the stock to “buy” from “neutral” following that update, and shares rallied 2.6% in the premarket.\n7) Fastenal(FAST) – The maker of industrial and construction supplies was downgraded to “underweight” from “equal-weight” at Morgan Stanley, which notes a lull in customer acquisition as well as a stock that is already near an all-time high. The stock slid 2.2% in the premarket.\n8) AstraZeneca(AZN) – AstraZeneca said an experimental monoclonal antibody treatment did not meet its main goal of preventing Covid-19 in patients who had been exposed to the virus. The company also said, however, that its Covid-19 vaccine is 92% effective against the so-called “Delta” variant of the virus.\n9) Cracker Barrel(CBRL) – Cracker Barrel announced a $275 million private offering of convertible senior notes due in 2026. The restaurant chain will use the proceeds to pay debt and for general corporate purposes.\n10) Novavax(NVAX) – Novavax announced positive results from its first study of its Covid-19 vaccine and a flu vaccine administered simultaneously. The study suggested that simultaneous vaccination may be a viable strategy.\n11) Intuit(INTU) – The financial software company revealed in an SEC filing that its QuickBooks online service saw new customer acquisition grow by more than 25% year-over-year for the nine months ended April 30. Intuit shares had hit an all-time high in Monday’s trading.\n12) Vimeo(VMEO) – Vimeo reported that total revenue in May rose 42% from a year ago, with the video services company also seeing average revenue per user up 18%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":187550096,"gmtCreate":1623759924015,"gmtModify":1634028857879,"author":{"id":"3582018302752389","authorId":"3582018302752389","name":"CheungTung","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582018302752389","authorIdStr":"3582018302752389"},"themes":[],"htmlText":"like and comment","listText":"like and comment","text":"like and 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07:38","market":"us","language":"zh","title":"调查：八成机构认为比特币虚高，逾七成预计通胀是暂时的","url":"https://stock-news.laohu8.com/highlight/detail?id=2143775271","media":"新浪财经","summary":"80%的受访基金经理认为比特币价格存在虚高调查显示华尔街对于加密货币是否能作为合格的资产类别仍然心存疑虑即使上个月暴跌35%，比特币仍被认为是投机过度的市场，泡沫仍然严重。美国银行调查的基金经理中，约80%认为比特币市场泡沫化，比例高于5月份的75%。这些基金经理认为“做多比特币”是目前第二大拥挤交易，仅次于大宗商品。","content":"<blockquote>\n 80%的受访基金经理认为比特币价格存在虚高调查显示华尔街对于加密货币是否能作为合格的资产类别仍然心存疑虑\n</blockquote>\n<p><b>即使上个月暴跌35%，比特币仍被认为是投机过度的市场，泡沫仍然严重。</b></p>\n<p><a href=\"https://laohu8.com/S/BAC\">美国银行</a>调查的基金经理中，约80%认为比特币市场泡沫化，比例高于5月份的75%。共有207人参与了调查，他们所管理的资产总计6450亿美元。这些基金经理认为“做多比特币”是目前第二大拥挤交易，仅次于大宗商品。</p>\n<p><b>这一结果表明，在极端波动性和监管前景不明朗的影响下，部分基金经理对于加密货币是否能作为合格的资产类别仍然心存疑虑</b>。对于加密货币而言，泡沫恐惧并不是什么新鲜事，许多投资者对涉足没有基本面支撑的资产是否明智都表示过怀疑。</p>\n<p>尽管价格暴跌，但投资银行仍在拥抱新兴资产类别。<a href=\"https://laohu8.com/S/GS\">高盛</a>表示，计划 向客户推出与以太坊相关的衍生品，<a href=\"https://laohu8.com/S/COWNZ\">Cowen Inc</a>．拟为加密货币提供“机构级”托管服务。</p>\n<p>本周来自资深对冲基金经理Paul Tudor Jones的背书也提振了比特币价格，其重申比特币可以很好地对冲通胀。</p>\n<p>“我喜欢用比特币来多元化投资组合”， Tudor Jones在接受CNBC采访时表示。 “每个人都问我打算怎么处置比特币？我唯一肯定的是，我想配置5%黄金，5%比特币，5%现金，5%大宗商品。”</p>\n<p><img src=\"https://static.tigerbbs.com/2f0a74761287a8fb0cf392d82188c432\" tg-width=\"550\" tg-height=\"323\" referrerpolicy=\"no-referrer\">6月4-10日进行的调查还包括以下结果：</p>\n<p>72%的投资者表示通胀是暂时的；</p>\n<p>63%的人预计美联储将在8-9月减码购债；</p>\n<p>对债券的配置处于三年低位（净减少69%），对股票的配置回升至2021年高点 （61%）；</p>\n<p>57%的投资者认为，股市在未来六个月的任何修正都可能会低于10%；</p>\n<p>基金经理预计同时包含价值股和科技股的投资组合将成为未来四年表现最佳的资产；</p>\n<p>对美股的配置维持在高配6%，对欧洲股市的配置升至净高配41%，创2018年1月以来最高水平。</p>","source":"sina_symbol","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>调查：八成机构认为比特币虚高，逾七成预计通胀是暂时的</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调查：八成机构认为比特币虚高，逾七成预计通胀是暂时的\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 07:38 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-15/doc-ikqcfnca1218563.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>80%的受访基金经理认为比特币价格存在虚高调查显示华尔街对于加密货币是否能作为合格的资产类别仍然心存疑虑\n\n即使上个月暴跌35%，比特币仍被认为是投机过度的市场，泡沫仍然严重。\n美国银行调查的基金经理中，约80%认为比特币市场泡沫化，比例高于5月份的75%。共有207人参与了调查，他们所管理的资产总计6450亿美元。这些基金经理认为“做多比特币”是目前第二大拥挤交易，仅次于大宗商品。\n这一结果表明...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-15/doc-ikqcfnca1218563.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/9712b6f035d7a01dae3855140d621802","relate_stocks":{"CAN":"嘉楠科技","EBON":"亿邦国际"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-15/doc-ikqcfnca1218563.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143775271","content_text":"80%的受访基金经理认为比特币价格存在虚高调查显示华尔街对于加密货币是否能作为合格的资产类别仍然心存疑虑\n\n即使上个月暴跌35%，比特币仍被认为是投机过度的市场，泡沫仍然严重。\n美国银行调查的基金经理中，约80%认为比特币市场泡沫化，比例高于5月份的75%。共有207人参与了调查，他们所管理的资产总计6450亿美元。这些基金经理认为“做多比特币”是目前第二大拥挤交易，仅次于大宗商品。\n这一结果表明，在极端波动性和监管前景不明朗的影响下，部分基金经理对于加密货币是否能作为合格的资产类别仍然心存疑虑。对于加密货币而言，泡沫恐惧并不是什么新鲜事，许多投资者对涉足没有基本面支撑的资产是否明智都表示过怀疑。\n尽管价格暴跌，但投资银行仍在拥抱新兴资产类别。高盛表示，计划 向客户推出与以太坊相关的衍生品，Cowen Inc．拟为加密货币提供“机构级”托管服务。\n本周来自资深对冲基金经理Paul Tudor Jones的背书也提振了比特币价格，其重申比特币可以很好地对冲通胀。\n“我喜欢用比特币来多元化投资组合”， Tudor Jones在接受CNBC采访时表示。 “每个人都问我打算怎么处置比特币？我唯一肯定的是，我想配置5%黄金，5%比特币，5%现金，5%大宗商品。”\n6月4-10日进行的调查还包括以下结果：\n72%的投资者表示通胀是暂时的；\n63%的人预计美联储将在8-9月减码购债；\n对债券的配置处于三年低位（净减少69%），对股票的配置回升至2021年高点 （61%）；\n57%的投资者认为，股市在未来六个月的任何修正都可能会低于10%；\n基金经理预计同时包含价值股和科技股的投资组合将成为未来四年表现最佳的资产；\n对美股的配置维持在高配6%，对欧洲股市的配置升至净高配41%，创2018年1月以来最高水平。","news_type":1},"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":164343907,"gmtCreate":1624174534709,"gmtModify":1634009779868,"author":{"id":"3582018302752389","authorId":"3582018302752389","name":"CheungTung","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582018302752389","authorIdStr":"3582018302752389"},"themes":[],"htmlText":"每日任务","listText":"每日任务","text":"每日任务","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164343907","repostId":"2144706445","repostType":4,"isVote":1,"tweetType":1,"viewCount":890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":121305436,"gmtCreate":1624452490325,"gmtModify":1634005971293,"author":{"id":"3582018302752389","authorId":"3582018302752389","name":"CheungTung","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582018302752389","authorIdStr":"3582018302752389"},"themes":[],"htmlText":"[开心] 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","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121305436","repostId":"2145086880","repostType":4,"isVote":1,"tweetType":1,"viewCount":776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":167262923,"gmtCreate":1624271577262,"gmtModify":1634008619335,"author":{"id":"3582018302752389","authorId":"3582018302752389","name":"CheungTung","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582018302752389","authorIdStr":"3582018302752389"},"themes":[],"htmlText":"加油","listText":"加油","text":"加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167262923","repostId":"1109232467","repostType":4,"isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":167266632,"gmtCreate":1624271542726,"gmtModify":1634008619927,"author":{"id":"3582018302752389","authorId":"3582018302752389","name":"CheungTung","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582018302752389","authorIdStr":"3582018302752389"},"themes":[],"htmlText":"[开心] ","listText":"[开心] ","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167266632","repostId":"1136465759","repostType":4,"repost":{"id":"1136465759","kind":"news","pubTimestamp":1624264079,"share":"https://www.laohu8.com/m/news/1136465759?lang=&edition=full","pubTime":"2021-06-21 16:27","market":"hk","language":"zh","title":"年内涨幅超500%，现代牙科蹭了谁的“热度”？","url":"https://stock-news.laohu8.com/highlight/detail?id=1136465759","media":"港股研究社","summary":"还需拿出更多的底牌证明自己\n\n说起目前在港股市场，最受投资者青睐的板块，医美概念股绝对算是一个。日前，号称“医美牙科第一股”的时代天使在港上市，上市首日就大涨131.79%。\n不止如此，近期在港股市场","content":"<blockquote>\n 还需拿出更多的底牌证明自己\n</blockquote>\n<p>说起目前在港股市场，最受投资者青睐的板块，医美概念股绝对算是一个。日前，号称“医美牙科第一股”的<a href=\"https://laohu8.com/S/06699\">时代天使</a>在港上市，上市首日就大涨131.79%。</p>\n<p>不止如此，近期在港股市场医疗制药类公司出现普涨行情，而其中有一家公司实现了近三个月暴涨5倍的惊人表现。</p>\n<p>这只大牛股就是<a href=\"https://laohu8.com/S/03600\">现代牙科</a>，作为全球领先的牙科耗材制造商，现代牙科股价从今年3月初的1.4港元水平，随后持续拉升走出三个月大阳线。</p>\n<p>6月21日，最新走势显示，现代牙科年内涨幅超507.75%，单股达到8.63港元，并且股价还有持续上涨的趋势。</p>\n<p><img src=\"https://static.tigerbbs.com/6d6d202229955d6699bbded76ace58dd\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>那么，为何之前现代牙科的股价一直增长缓慢，但在今年却猛然飙升？在目前国内牙科领域还处于发展初期的阶段里，在当下牙科领域热潮高涨的趋势下，是否预示着行业在迎来新一轮的发展契机？</p>\n<p><b>蹭上医美“破圈”的热度，发力义齿制造</b></p>\n<p>近年来，随着慢性病健康管理的需求和人均可支配收入的增加，以及老龄化进程的加速，口腔医疗市场的发展逐渐凸显。</p>\n<p>根据国家卫健委及前瞻产业研究院统计数据，2013-2018年我国口腔医院数量由384家增长到786家，年均复合增长率为15.4%。<a href=\"https://laohu8.com/S/000166\">申万宏源</a>刘靖等测算，2020年口腔服务市场规模已达到1197亿，2024年将达到2163亿，年复合增长率（2019-2024年）可达到14.2%。</p>\n<p>目前，全球义齿市场规模超过300亿美元，中国为义齿出口大国，市场增速较快，老龄化趋势下对义齿的刚性需求将持续提升治疗渗透率，现代牙科的主营业务便是销售牙科器材，这也就具备了一定的先发优势。</p>\n<p>另外，现代牙科股价暴涨与其经营数据存在很大关系。虽然公司2020年销售数据下滑，但公司整体净利大幅增加。3月15日，现代牙科发布2020年盈利预告，其中2020年下半年净利以及全年净利同比实现大幅增长。</p>\n<p>最新财报数据显示，现代牙科今年一季度营收数据持续向好，实现收益7.01亿港元，同比增长32.7%，毛利率高达52%-54%，净利率介乎15%至18%之间。其中，公司在中国内地收益为0.97亿港元，同比增长232.5%，较2019年同期增长39.5%。</p>\n<p>如今公司披露一季度业绩稳健增长，并透露其在国内市场靓丽销售数据，给足了投资者足够的信心，促使股价持续走高。</p>\n<p>现代牙科被资金热炒还有另外一个重要原因，那就是毛利率超70%的牙科“印钞机”，时代天使在港股登陆上市，这也引发了资本市场的高度关注。</p>\n<p><img src=\"https://static.tigerbbs.com/d17fe04400f459316360e4117ca35bd0\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>时代天使是一家牙科隐形矫治解决方案提供商，主要为顾客提供矫治服务。按2020年的市场份额算，时代天使的市场占有率就达到了41.3%，比另一龙头“隐适美”的市场占有率还要高出0.3%。</p>\n<p>时代天使的上市，带动医美影子股概念的上涨，现代牙科的新产品透明矫齿牙箍Trio Clear具医学美容元素，属于市场近期热炒的医美概念，这也在一定程度上带动了股价增长。</p>\n<p>这样看来，在外部因素以及自身经营状况逐渐转好的状况下，现代牙科股价暴涨的逻辑已不难理解。不过，目前医美赛道仍存在假、乱、差的现象，进而引发消费者的投诉等问题爆发，对行业产生一定程度的打击。那么，现代牙科以及医美牙科赛道未来发展如何，也是一个值得思考的问题。</p>\n<p><b>行业分化凸显，现代牙科会否“如鱼得水”？</b></p>\n<p>事实上，除了港股以外，A股赛道里部分牙科股标的也强势反弹。截至6月18日，<a href=\"https://laohu8.com/S/300653\">正海生物</a>股价反弹27.62%，<a href=\"https://laohu8.com/S/600763\">通策医疗</a>股价反弹也超过39.23%，而通策医疗更是一只30多倍大牛股，上市至今，股价累计涨幅超过3360%。</p>\n<p>现代牙科的股价上涨，背后是中国医美医疗板块发展的必然，也是医美牙科赛道的一个缩影。</p>\n<p>医美概念股这个板块，近年来都在受到资本的青睐，未来发展趋势呈现上升空间，近期，医美板块集体爆发，表现引人瞩目，与医美板块类似，眼科、牙科等与消费升级以及颜值经济挂钩的医药消费赛道，亦抛出了不少十倍股。</p>\n<p>6月21日最新数据显示，2021年初至今，港股医美概念股整体累计上涨了177.92%，个股呈现出上涨的趋势。</p>\n<p>另一方面，随着消费观念的改变，中国消费者更注重外貌，这也进一步印证了医美行业特别是面部医美治疗在中国市场需求旺盛。最新数据显示，60%的中国消费者在乎外貌，42%的中国消费者对于玻尿酸等填充剂注射知晓度高，位列受调研国家和地区的前五位。此外，与英国、巴西、加拿大相比，中国医美消费者在面部医美治疗上花费最高，人均近690美元。</p>\n<p>中国医美市场强劲需求的凸显，也带动了像现代牙科这样的上游产品和产业的快速发展。产业链内，上游提供了医美机构开展业务的资源，凭借政府严格的药物和设备审批流程以及强大的行业壁垒，从而掌握了最大的利润，上游医美耗材厂商的毛利率高达70%-90%以上。</p>\n<p>不过，随着市场的潜力逐渐凸显，更为激烈的赛道竞争也铺面而来，这也给市场留有悬念。</p>\n<p>聚焦牙科赛道，虽然市场潜力日渐凸显，但行业分散、市占率不高依旧明显，意味着行业处在相对落后的阶段，即使像现代牙科在多个国家或地区市场份额都处于领先地位，但总体市占率仅不到10%，这也说明相比其他医美赛道细分板块，义齿加工制造行业还存在明显的发展短板。另外，由于大量手工制作、贴牌代工等模式，限制了发展规模，也导致了国内没有出现头部玩家。</p>\n<p>在牙科耗材领域，由于技术更新换代迅速，研发投入成为决定企业生存的至关重要的存在，在技术落后下，企业核心竞争力相对缺乏也会成为未来影响市场发展的关注点。</p>\n<p>以现代牙科为例，2020年公司的研发成本仅有643.4万港元，占总营收的0.3%，并且较2019年减少了100多万，横向对比时代天使，研发开支不足时代天使的十分之一。</p>\n<p>市场的快速发展，也引来国家监管部门的注意，医美行业专项整治风暴逐步展开，一些中小型企业也受到波及。</p>\n<p>这样看来，现代牙科的成功出道，背后是中国医美赛道玩家的疯狂生长，但在市场监管承压以及行业发展滞后下，对现代牙科这些中国本土选手的研发实力以及核心技术提出了更高的要求。</p>\n<p><b>结语</b></p>\n<p>现代牙科股价上涨，市场红利以及资本巨头带来积极性爆炒，或成为一大因素，但上述一些潜在的行业风险却也是不能忽视。那么，目前来讲，现代牙科的股价要想延续在业内的涨势，很大一部分的因素还是会受到市场情绪的影响。</p>\n<p>尽管，大盘上涨以及时代天使的上市推动了现代牙科的股价上涨，但伴随市场监管趋严，以及医美赛道火热的背景下，现代牙科能否继续保持优势开局，或许还要拿出更多的底牌证明自己。</p>","source":"lsy1567602064246","collect":0,"html":"<!DOCTYPE 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}\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年内涨幅超500%，现代牙科蹭了谁的“热度”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 16:27 北京时间 <a href=https://36kr.com/p/1277544762606088><strong>港股研究社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>还需拿出更多的底牌证明自己\n\n说起目前在港股市场，最受投资者青睐的板块，医美概念股绝对算是一个。日前，号称“医美牙科第一股”的时代天使在港上市，上市首日就大涨131.79%。\n不止如此，近期在港股市场医疗制药类公司出现普涨行情，而其中有一家公司实现了近三个月暴涨5倍的惊人表现。\n这只大牛股就是现代牙科，作为全球领先的牙科耗材制造商，现代牙科股价从今年3月初的1.4港元水平，随后持续拉升走出三个月...</p>\n\n<a href=\"https://36kr.com/p/1277544762606088\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9dec17a0e54267574d45dbb0b8035399","relate_stocks":{"03600":"现代牙科"},"source_url":"https://36kr.com/p/1277544762606088","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136465759","content_text":"还需拿出更多的底牌证明自己\n\n说起目前在港股市场，最受投资者青睐的板块，医美概念股绝对算是一个。日前，号称“医美牙科第一股”的时代天使在港上市，上市首日就大涨131.79%。\n不止如此，近期在港股市场医疗制药类公司出现普涨行情，而其中有一家公司实现了近三个月暴涨5倍的惊人表现。\n这只大牛股就是现代牙科，作为全球领先的牙科耗材制造商，现代牙科股价从今年3月初的1.4港元水平，随后持续拉升走出三个月大阳线。\n6月21日，最新走势显示，现代牙科年内涨幅超507.75%，单股达到8.63港元，并且股价还有持续上涨的趋势。\n\n那么，为何之前现代牙科的股价一直增长缓慢，但在今年却猛然飙升？在目前国内牙科领域还处于发展初期的阶段里，在当下牙科领域热潮高涨的趋势下，是否预示着行业在迎来新一轮的发展契机？\n蹭上医美“破圈”的热度，发力义齿制造\n近年来，随着慢性病健康管理的需求和人均可支配收入的增加，以及老龄化进程的加速，口腔医疗市场的发展逐渐凸显。\n根据国家卫健委及前瞻产业研究院统计数据，2013-2018年我国口腔医院数量由384家增长到786家，年均复合增长率为15.4%。申万宏源刘靖等测算，2020年口腔服务市场规模已达到1197亿，2024年将达到2163亿，年复合增长率（2019-2024年）可达到14.2%。\n目前，全球义齿市场规模超过300亿美元，中国为义齿出口大国，市场增速较快，老龄化趋势下对义齿的刚性需求将持续提升治疗渗透率，现代牙科的主营业务便是销售牙科器材，这也就具备了一定的先发优势。\n另外，现代牙科股价暴涨与其经营数据存在很大关系。虽然公司2020年销售数据下滑，但公司整体净利大幅增加。3月15日，现代牙科发布2020年盈利预告，其中2020年下半年净利以及全年净利同比实现大幅增长。\n最新财报数据显示，现代牙科今年一季度营收数据持续向好，实现收益7.01亿港元，同比增长32.7%，毛利率高达52%-54%，净利率介乎15%至18%之间。其中，公司在中国内地收益为0.97亿港元，同比增长232.5%，较2019年同期增长39.5%。\n如今公司披露一季度业绩稳健增长，并透露其在国内市场靓丽销售数据，给足了投资者足够的信心，促使股价持续走高。\n现代牙科被资金热炒还有另外一个重要原因，那就是毛利率超70%的牙科“印钞机”，时代天使在港股登陆上市，这也引发了资本市场的高度关注。\n\n时代天使是一家牙科隐形矫治解决方案提供商，主要为顾客提供矫治服务。按2020年的市场份额算，时代天使的市场占有率就达到了41.3%，比另一龙头“隐适美”的市场占有率还要高出0.3%。\n时代天使的上市，带动医美影子股概念的上涨，现代牙科的新产品透明矫齿牙箍Trio Clear具医学美容元素，属于市场近期热炒的医美概念，这也在一定程度上带动了股价增长。\n这样看来，在外部因素以及自身经营状况逐渐转好的状况下，现代牙科股价暴涨的逻辑已不难理解。不过，目前医美赛道仍存在假、乱、差的现象，进而引发消费者的投诉等问题爆发，对行业产生一定程度的打击。那么，现代牙科以及医美牙科赛道未来发展如何，也是一个值得思考的问题。\n行业分化凸显，现代牙科会否“如鱼得水”？\n事实上，除了港股以外，A股赛道里部分牙科股标的也强势反弹。截至6月18日，正海生物股价反弹27.62%，通策医疗股价反弹也超过39.23%，而通策医疗更是一只30多倍大牛股，上市至今，股价累计涨幅超过3360%。\n现代牙科的股价上涨，背后是中国医美医疗板块发展的必然，也是医美牙科赛道的一个缩影。\n医美概念股这个板块，近年来都在受到资本的青睐，未来发展趋势呈现上升空间，近期，医美板块集体爆发，表现引人瞩目，与医美板块类似，眼科、牙科等与消费升级以及颜值经济挂钩的医药消费赛道，亦抛出了不少十倍股。\n6月21日最新数据显示，2021年初至今，港股医美概念股整体累计上涨了177.92%，个股呈现出上涨的趋势。\n另一方面，随着消费观念的改变，中国消费者更注重外貌，这也进一步印证了医美行业特别是面部医美治疗在中国市场需求旺盛。最新数据显示，60%的中国消费者在乎外貌，42%的中国消费者对于玻尿酸等填充剂注射知晓度高，位列受调研国家和地区的前五位。此外，与英国、巴西、加拿大相比，中国医美消费者在面部医美治疗上花费最高，人均近690美元。\n中国医美市场强劲需求的凸显，也带动了像现代牙科这样的上游产品和产业的快速发展。产业链内，上游提供了医美机构开展业务的资源，凭借政府严格的药物和设备审批流程以及强大的行业壁垒，从而掌握了最大的利润，上游医美耗材厂商的毛利率高达70%-90%以上。\n不过，随着市场的潜力逐渐凸显，更为激烈的赛道竞争也铺面而来，这也给市场留有悬念。\n聚焦牙科赛道，虽然市场潜力日渐凸显，但行业分散、市占率不高依旧明显，意味着行业处在相对落后的阶段，即使像现代牙科在多个国家或地区市场份额都处于领先地位，但总体市占率仅不到10%，这也说明相比其他医美赛道细分板块，义齿加工制造行业还存在明显的发展短板。另外，由于大量手工制作、贴牌代工等模式，限制了发展规模，也导致了国内没有出现头部玩家。\n在牙科耗材领域，由于技术更新换代迅速，研发投入成为决定企业生存的至关重要的存在，在技术落后下，企业核心竞争力相对缺乏也会成为未来影响市场发展的关注点。\n以现代牙科为例，2020年公司的研发成本仅有643.4万港元，占总营收的0.3%，并且较2019年减少了100多万，横向对比时代天使，研发开支不足时代天使的十分之一。\n市场的快速发展，也引来国家监管部门的注意，医美行业专项整治风暴逐步展开，一些中小型企业也受到波及。\n这样看来，现代牙科的成功出道，背后是中国医美赛道玩家的疯狂生长，但在市场监管承压以及行业发展滞后下，对现代牙科这些中国本土选手的研发实力以及核心技术提出了更高的要求。\n结语\n现代牙科股价上涨，市场红利以及资本巨头带来积极性爆炒，或成为一大因素，但上述一些潜在的行业风险却也是不能忽视。那么，目前来讲，现代牙科的股价要想延续在业内的涨势，很大一部分的因素还是会受到市场情绪的影响。\n尽管，大盘上涨以及时代天使的上市推动了现代牙科的股价上涨，但伴随市场监管趋严，以及医美赛道火热的背景下，现代牙科能否继续保持优势开局，或许还要拿出更多的底牌证明自己。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":165366214,"gmtCreate":1624097133338,"gmtModify":1634010721153,"author":{"id":"3582018302752389","authorId":"3582018302752389","name":"CheungTung","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582018302752389","authorIdStr":"3582018302752389"},"themes":[],"htmlText":"买买买","listText":"买买买","text":"买买买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/165366214","repostId":"2144039967","repostType":4,"isVote":1,"tweetType":1,"viewCount":885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":161514899,"gmtCreate":1623934614811,"gmtModify":1634025694303,"author":{"id":"3582018302752389","authorId":"3582018302752389","name":"CheungTung","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582018302752389","authorIdStr":"3582018302752389"},"themes":[],"htmlText":"希望经济抓紧好起来","listText":"希望经济抓紧好起来","text":"希望经济抓紧好起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161514899","repostId":"1142509656","repostType":4,"isVote":1,"tweetType":1,"viewCount":987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":160563722,"gmtCreate":1623802229066,"gmtModify":1634028045766,"author":{"id":"3582018302752389","authorId":"3582018302752389","name":"CheungTung","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582018302752389","authorIdStr":"3582018302752389"},"themes":[],"htmlText":"投机的人多","listText":"投机的人多","text":"投机的人多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160563722","repostId":"2143775271","repostType":4,"isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
