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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>谁能捞起海底捞？2020疯狂开店后张勇反思</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; 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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谁能捞起海底捞？2020疯狂开店后张勇反思\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 16:26 北京时间 <a href=https://www.gelonghui.com/p/471470><strong>华夏时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>四个多月时间里市值蒸发2600亿港元\n\n夏日炎炎，曾经火爆的餐饮股海底捞在资本市场突然遭遇一场冷雨。\n6月22日上午九点五十，海底捞股价触及37港元，创下60日内新低。截至6月23日，海底捞跌1.73%，总市值1961亿港元，市盈率(TTM)高达534。\n资本市场攀高后遇冷回调，海底捞管理层也许早有准备。作为中国餐饮界名副其实的首富，海底捞创始人张勇在6月中旬一场与投资者的交流中发声“反感海底捞被...</p>\n\n<a href=\"https://www.gelonghui.com/p/471470\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/23f2c25e060d113f3768c45cafc16292","relate_stocks":{"06862":"海底捞","09988":"阿里巴巴-W"},"source_url":"https://www.gelonghui.com/p/471470","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198554096","content_text":"四个多月时间里市值蒸发2600亿港元\n\n夏日炎炎，曾经火爆的餐饮股海底捞在资本市场突然遭遇一场冷雨。\n6月22日上午九点五十，海底捞股价触及37港元，创下60日内新低。截至6月23日，海底捞跌1.73%，总市值1961亿港元，市盈率(TTM)高达534。\n资本市场攀高后遇冷回调，海底捞管理层也许早有准备。作为中国餐饮界名副其实的首富，海底捞创始人张勇在6月中旬一场与投资者的交流中发声“反感海底捞被神话”。尽管张勇强调任何企业都不会持续增长，但生性喜欢折腾的他依旧抱着扩张野心——“稳定下来就再冲锋”。只不过，不管是在资本市场还是现实世界，海底捞想要继续狂奔还需打的硬仗应该不止一场。\n市值蒸发2600亿港元\n今年2月15日，海底捞股价曾涨至85.8港元历史高位，总市值超过4500亿港元。如果以当时高点计算，截止到6月23日，四个多月时间里海底捞市值蒸发2600亿港元。\n自2018年9月26日正式登陆港交所，海底捞从17.8港元的IPO发行价一路冲高，一直到今年2月达到85.8港元后再回调到37港元新低，海底捞在创造中国餐饮业神话的同时，也在对资本市场的“神话故事”做出新的解读。\n资本市场遇冷背后，是海底捞业绩增速突然下滑的现实。公开数据显示，2016年-2020年五年间，海底捞的营收分别为78.08亿元、106.37亿元、169.69亿元、265.56亿元、286.14亿元，这五年的营收同比增速分别为+35.63%、36.24%、59.53%、56.49%、7.75%。\n蒙眼狂奔多年后，海底捞真的跑不动了么？仅从营收来源来看，海底捞营收分为三大块，分别是餐厅经营收入、外卖业务、调味品及食材销售。其中，海底捞餐厅经营是营收支柱，在2020年总营收占比为95.9%，其中一二线城市餐厅营收占比超六成。\n但2020年以来，受疫情冲击，海底捞一二线乃至三线城市餐厅不可避免带来冲击，翻台率下降问题再次被摆上台面。2019年，海底捞的平均翻台率首次出现下降，从2018年的5.0次/天降为2019年的4.8次/天，2020年在疫情影响下翻台率更趋于收缩，去年平均翻台率仅为3.5次/天。\n与高光时刻相比，3.5次/天的翻台率确实变小。不过，头豹研究院援引中国饭店协会《2020中国餐饮业年度报告》数据显示，行业平均翻台率均值为2.97次/天。\n从去年业绩数据来看，海底捞在后几个月试图追平业绩损失，菜品涨价也一度引发社交媒体大讨论。根据国家统计局发布的数据，2020年全国餐饮收入39527亿元，同比下降16.6%。相比行业均值，海底捞去年以7.8%营收增速保持正增长。\n不过，对于海底捞未来是否会维持业绩的持续增长，张勇在前述投资者交流会上指出，“作为海底捞最大的股东，我是不抱有希望的。任何企业都不会持续增长。企业是组织，和人一样有生命力。今年好，不一定明年好；今年不好，不一定明年不好。”\n反思疯狂开店\n从1994年起步到2018年正式上市，截止到2018年底，海底捞的餐厅总数466家。但从2019年开始，海底捞开店步伐开始明显加快，当年新增门店约302家，进入到2020年，即便遭遇疫情冲击，当年新开门店数再创历史新高，达到544家之多。截止到2020年底，海底捞现有门店1298家。\n在一份网络流传的会议纪要中，张勇坦承海底捞去年扩张源于判断失误。张勇指出， 在2020年6月份他判断疫情在9月份就结束，但对趋势的判断错了。\n“去年6月我进一步作出扩店的计划，现在看确实是盲目自信。当我意识到问题的时候已经是今年1月份，等我做出反应的时候已经是3月份了。”张勇说。但他同时认为，目前的情况，塞翁失马焉知非福，当生意不好的时候，会锻炼出一批店长。\n对于一线城市的开店密度是否饱和的提问，张勇指出，目前有一些店亏损，但不是确定的亏损，并认为抓一段时间会调整回来。除此之外，从张勇透露的信息也能看出，海底捞未来还是会继续扩张。在张勇看来，进一步，退半步，在海底捞过去的发展过程中是常态，在今后依然是常态。\n“大家神话海底捞了，我本人非常反感。”张勇指出，所有餐饮企业面临的困难，我们同样面临；所有餐饮企业不能解决的问题，我们依然没有解决。盲目扩张的事情肯定会发生，一旦我整合好现在的门店，我还会扩张，因为这是我的使命。稳定了我就冲锋，不稳定了我就稳定，稳定下来就再冲锋，直到海底捞倒下来为止。\nIPO募资预计今年将用完\n相比巨大的火锅江湖，海底捞尚未到滴水成海时刻。\n有机构数据显示，目前国内火锅店总数量接近40万家，一二线城市的火锅店数量预计超10万家。预计2020-2022年的一二线火锅店数量增速较近两年火锅店的总体增速较慢，预计年均增速约3%，2022年达约10.6万家。与一二线城市十万余家火锅店相比，海底捞只是其中一小股力量，想要继续做大扩张，资金链就是生命线。\n海底捞于2018年9月26日上市，所得款项净额约为72.99亿港元。按照海底捞财报数据，截至去年年底，已累计使用IPO募资中的 61.13亿港元，占全球发售所得款项83.8%。与此同时，海底捞预计在今年年底前动用剩下的11.86亿港元。也就是说，在今年年底前，2018年IPO所募资预计将会使用完毕。\n另一个值得关注的数据是，海底捞2020年现金及现金等价物为26.83亿元，与2018年12月31日的41.19亿元相比，已大幅下降。\n对于资金状况，在今年3月发布的财报中，海底捞管理层提及，通过定期监控现金流量和现金结余保持最适宜的流动性来满足营运资本需求及支持持续的业务扩张，亦发行本金总额为600百万美元的票据，其所得款项净额将用作一般企业用途。\n公开资料显示，今年1月15日，海底捞发行的6亿美元于2026年到期的2.15%票据正式上市买卖。海底捞在3月底发布的年报中提及，计及集团可动用之财务资源（包括截至2020年12月31日人民币约26.83亿元的现金及现金等价物及可用融资额度），董事认为具备能够应付正常营运成本的充足现金及其他可动用的财务资源。","news_type":1},"isVote":1,"tweetType":1,"viewCount":799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":123474975,"gmtCreate":1624436979097,"gmtModify":1634006152141,"author":{"id":"3582848923055476","authorId":"3582848923055476","authorIdStr":"3582848923055476","name":"chenyiheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582848923055476"},"themes":[],"htmlText":"[财迷] [财迷] ","listText":"[财迷] [财迷] ","text":"[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123474975","repostId":"2145984550","repostType":4,"repost":{"id":"2145984550","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":1624432211,"share":"https://www.laohu8.com/m/news/2145984550?lang=&edition=full","pubTime":"2021-06-23 15:10","market":"us","language":"zh","title":"市场消息：“便利蜂”最快将于今年年底赴美IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=2145984550","media":"老虎资讯综合","summary":"据36氪报道，从多个独立信源处获悉，互联网便利店品牌“便利蜂”已于近启动IPO，高盛、摩根史丹利、中信证券将作为主承销商安排本次上市事宜。\n据知情人士透露，便利蜂拟募资5-10亿美金，最快于今年年底、","content":"<p>据36氪报道，从多个独立信源处获悉，互联网便利店品牌“便利蜂”已于近启动IPO，<a href=\"https://laohu8.com/S/GS\">高盛</a>、摩根史丹利、<a href=\"https://laohu8.com/S/600030\">中信证券</a>将作为主承销商安排本次上市事宜。</p>\n<p>据知情人士透露，便利蜂拟募资5-10亿美金，最快于今年年底、明年年初赴美上市。</p>\n<p>对此，便利蜂相关负责人表示“此消息不属实”。</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>市场消息：“便利蜂”最快将于今年年底赴美IPO</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{ 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}\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市场消息：“便利蜂”最快将于今年年底赴美IPO\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\">2021-06-23 15:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>据36氪报道，从多个独立信源处获悉，互联网便利店品牌“便利蜂”已于近启动IPO，<a href=\"https://laohu8.com/S/GS\">高盛</a>、摩根史丹利、<a href=\"https://laohu8.com/S/600030\">中信证券</a>将作为主承销商安排本次上市事宜。</p>\n<p>据知情人士透露，便利蜂拟募资5-10亿美金，最快于今年年底、明年年初赴美上市。</p>\n<p>对此，便利蜂相关负责人表示“此消息不属实”。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/412a08982f2a697ca187c096d010e04c","relate_stocks":{"600030":"中信证券","GS":"高盛"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145984550","content_text":"据36氪报道，从多个独立信源处获悉，互联网便利店品牌“便利蜂”已于近启动IPO，高盛、摩根史丹利、中信证券将作为主承销商安排本次上市事宜。\n据知情人士透露，便利蜂拟募资5-10亿美金，最快于今年年底、明年年初赴美上市。\n对此，便利蜂相关负责人表示“此消息不属实”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":123475581,"gmtCreate":1624436965043,"gmtModify":1634006152382,"author":{"id":"3582848923055476","authorId":"3582848923055476","authorIdStr":"3582848923055476","name":"chenyiheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582848923055476"},"themes":[],"htmlText":"[财迷] [财迷] ","listText":"[财迷] [财迷] ","text":"[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123475581","repostId":"1161823593","repostType":4,"repost":{"id":"1161823593","pubTimestamp":1624433607,"share":"https://www.laohu8.com/m/news/1161823593?lang=&edition=full","pubTime":"2021-06-23 15:33","market":"fut","language":"zh","title":"摩根士丹利：大宗商品还有很大下行空间","url":"https://stock-news.laohu8.com/highlight/detail?id=1161823593","media":"新浪财经","summary":"摩根士丹利称，从6个月的时间维度来看，美联储的鹰派倾向以及中国控制大宗商品涨价的努力已使基本金属价格跌至更可持续的水平，但该行预计大宗商品还有更大的下行空间。\n摩根士丹利分析师Susan Bates等","content":"<p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>称，从6个月的时间维度来看，美联储的鹰派倾向以及中国控制大宗商品涨价的努力已使基本金属价格跌至更可持续的水平，但该行预计大宗商品还有更大的下行空间。</p>\n<p>摩根士丹利分析师Susan Bates等在第三季度展望报告中写道，到2022年供应复苏预计将能满足正常化的需求水平，大多数市场将下行。</p>\n<p>该机构认为，铝是“最具防御性”的金属，因为高运价导致的运输问题带来持续性影响，而结构性转变也将限制供应的过度增长。价格预测：第三季度2315美元，第四季度2337美元；现货约2427美元。</p>\n<p>报告称，供应问题以及投资者着眼长期需求将给铜带来短线支撑，但从1-2年的时间维度来看，随着市场供大于求，铜价的下行风险将增大。价格预测：第三季度9039美元，第四季度9149美元；现货约9299.50美元。</p>\n<p>摩根士丹利最不看好铁矿石，整个下半年及之后<a href=\"https://laohu8.com/S/CNSD.UK\">中国钢铁</a>产量都将减少。价格预测：第三季度200美元，第四季度160美元；现货约202.80美元。</p>","source":"XLCJ","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>摩根士丹利：大宗商品还有很大下行空间</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摩根士丹利：大宗商品还有很大下行空间\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 15:33 北京时间 <a href=https://finance.sina.com.cn/7x24/2021-06-23/doc-ikqciyzk1323124.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根士丹利称，从6个月的时间维度来看，美联储的鹰派倾向以及中国控制大宗商品涨价的努力已使基本金属价格跌至更可持续的水平，但该行预计大宗商品还有更大的下行空间。\n摩根士丹利分析师Susan Bates等在第三季度展望报告中写道，到2022年供应复苏预计将能满足正常化的需求水平，大多数市场将下行。\n该机构认为，铝是“最具防御性”的金属，因为高运价导致的运输问题带来持续性影响，而结构性转变也将限制供应的...</p>\n\n<a href=\"https://finance.sina.com.cn/7x24/2021-06-23/doc-ikqciyzk1323124.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/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"161715":"大宗商品","000979.SH":"大宗商品","MS":"摩根士丹利"},"source_url":"https://finance.sina.com.cn/7x24/2021-06-23/doc-ikqciyzk1323124.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161823593","content_text":"摩根士丹利称，从6个月的时间维度来看，美联储的鹰派倾向以及中国控制大宗商品涨价的努力已使基本金属价格跌至更可持续的水平，但该行预计大宗商品还有更大的下行空间。\n摩根士丹利分析师Susan Bates等在第三季度展望报告中写道，到2022年供应复苏预计将能满足正常化的需求水平，大多数市场将下行。\n该机构认为，铝是“最具防御性”的金属，因为高运价导致的运输问题带来持续性影响，而结构性转变也将限制供应的过度增长。价格预测：第三季度2315美元，第四季度2337美元；现货约2427美元。\n报告称，供应问题以及投资者着眼长期需求将给铜带来短线支撑，但从1-2年的时间维度来看，随着市场供大于求，铜价的下行风险将增大。价格预测：第三季度9039美元，第四季度9149美元；现货约9299.50美元。\n摩根士丹利最不看好铁矿石，整个下半年及之后中国钢铁产量都将减少。价格预测：第三季度200美元，第四季度160美元；现货约202.80美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":123475836,"gmtCreate":1624436950725,"gmtModify":1634006152502,"author":{"id":"3582848923055476","authorId":"3582848923055476","authorIdStr":"3582848923055476","name":"chenyiheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582848923055476"},"themes":[],"htmlText":"[开心] [开心] ","listText":"[开心] [开心] ","text":"[开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123475836","repostId":"1136367931","repostType":4,"repost":{"id":"1136367931","pubTimestamp":1624434750,"share":"https://www.laohu8.com/m/news/1136367931?lang=&edition=full","pubTime":"2021-06-23 15:52","market":"us","language":"zh","title":"富士康回应新iPhone最快8月底量产：不发表评论","url":"https://stock-news.laohu8.com/highlight/detail?id=1136367931","media":"中国证券报","summary":"6月23日，有媒体报道称，新iPhone预估最快8月底量产，下半年新机备货量估计8500万部至9000万部。6月23日下午，中国证券报记者向苹果iPhone代工厂富士康求证。富士康方面回应称：“不针对","content":"<div>\n<p>6月23日，有媒体报道称，新iPhone预估最快8月底量产，下半年新机备货量估计8500万部至9000万部。6月23日下午，中国证券报记者向苹果iPhone代工厂富士康求证。富士康方面回应称：“不针对任何客户及产品发表评论。”</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2021-06-23/doc-ikqcfnca2754610.shtml\">Web Link</a>\n\n</div>\n","source":"zgzqb","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>富士康回应新iPhone最快8月底量产：不发表评论</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富士康回应新iPhone最快8月底量产：不发表评论\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 15:52 北京时间 <a href=https://finance.sina.com.cn/tech/2021-06-23/doc-ikqcfnca2754610.shtml><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月23日，有媒体报道称，新iPhone预估最快8月底量产，下半年新机备货量估计8500万部至9000万部。6月23日下午，中国证券报记者向苹果iPhone代工厂富士康求证。富士康方面回应称：“不针对任何客户及产品发表评论。”</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2021-06-23/doc-ikqcfnca2754610.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/f4e63a1aa601544badaafd05ced9e865","relate_stocks":{"AAPL":"苹果"},"source_url":"https://finance.sina.com.cn/tech/2021-06-23/doc-ikqcfnca2754610.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136367931","content_text":"6月23日，有媒体报道称，新iPhone预估最快8月底量产，下半年新机备货量估计8500万部至9000万部。6月23日下午，中国证券报记者向苹果iPhone代工厂富士康求证。富士康方面回应称：“不针对任何客户及产品发表评论。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":123472210,"gmtCreate":1624436938230,"gmtModify":1634006153152,"author":{"id":"3582848923055476","authorId":"3582848923055476","authorIdStr":"3582848923055476","name":"chenyiheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582848923055476"},"themes":[],"htmlText":"[得意] [得意] ","listText":"[得意] [得意] ","text":"[得意] [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123472210","repostId":"1184050370","repostType":4,"repost":{"id":"1184050370","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":1624435908,"share":"https://www.laohu8.com/m/news/1184050370?lang=&edition=full","pubTime":"2021-06-23 16:11","market":"hk","language":"zh","title":"普拉格能源亏损扩大，股价为何大涨？","url":"https://stock-news.laohu8.com/highlight/detail?id=1184050370","media":"老虎资讯综合","summary":"氢燃料电池技术供应商普拉格能源（Plug Power）周二公布的第一季度财报有些令人失望，但这无碍其股价的上涨。周二，普拉格能源大涨近14%，达到近两个月来的高点。\n\n该报告表明，在业绩因会计问题而推","content":"<p>氢燃料电池技术供应商<a href=\"https://laohu8.com/S/PLUG\">普拉格能源</a>（Plug Power）周二公布的第一季度财报有些令人失望，但这无碍其股价的上涨。周二，普拉格能源大涨近14%，达到近两个月来的高点。</p>\n<p><img src=\"https://static.tigerbbs.com/4dfeef0d12f9a12455f00cf7e94759ae\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>该报告表明，在业绩因会计问题而推迟后，该公司的情况正在稳定下来。</p>\n<p>财报显示，普拉格能源Q1营收7195.8万美元，同比增长76.29%；净亏损为6074.6万美元，同比扩大了62.28%；每股亏损12美分。而华尔街的预期是营收6900万美元，每股亏损8美分。可以看到普拉格能源亏损扩大且超过市场预期，但对于一个正在快速成长的公司来说，营收可能比盈利显得更加重要。普拉格能源预计2021年营收将达到4.65亿美元，到2023年将超过10亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/734d921bd8749c3e57f1a702fd574443\" tg-width=\"1125\" tg-height=\"345\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/fe9083a9551200faf819d211d8058a33\" tg-width=\"1133\" tg-height=\"373\" referrerpolicy=\"no-referrer\"></p>\n<p>另外，公司的账上还躺着超过43亿美元的流动资产。</p>\n<p>今年该公司花了一段时间才公布第一季度的业绩，而去年5月7日就公布了第一季度业绩，这主要是因为今年3月披露的会计问题延迟了进程。公司在更改客户合同会计后，重新开始了一些旧的结果。现金不受重述的影响。</p>\n<p>另一个原因是投资者早已胸有成竹。在所有的重述和更新中，投资者对第一季度的情况有了很好的了解。今年5月，普拉格能源管理层曾多次表示，营收将超过6700万美元。</p>\n<p>Evercore ISI分析师詹姆斯·韦斯特（James West）周二在一份报告中写道，他并不关心普拉格能源的近期财务状况，而是着眼于更长期的发展。他对普拉格能源与<a href=\"https://laohu8.com/S/GM\">通用汽车</a>合作的消息以及公司在制造能力方面取得的进展感到鼓舞。普拉格能源正在建设更多的生产燃料电池和氢电解槽，预计到今年秋天将满负荷运行。</p>\n<p>电解槽把水分解成氢和氧。氢气可以储存起来，然后用来为燃料电池提供动力。</p>\n<p>韦斯特给予该股买入评级，目标价42美元。总的来说，70%的分析师给出了买入评价，标普500指数股票的平均买入评级比率约为55%。</p>\n<p>算上周二的涨幅，今年以来，普拉格能源仅微涨0.3%，落后于标普500的13%和道指的11%。许多可再生能源股票经过去年的大涨后，在2021年举步维艰。例如，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的股票在2020年上涨743%之后，今年迄今已下跌约12%，而普拉格能源在2020年上涨了973%。</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>普拉格能源亏损扩大，股价为何大涨？</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; 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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普拉格能源亏损扩大，股价为何大涨？\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\">2021-06-23 16:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>氢燃料电池技术供应商<a href=\"https://laohu8.com/S/PLUG\">普拉格能源</a>（Plug Power）周二公布的第一季度财报有些令人失望，但这无碍其股价的上涨。周二，普拉格能源大涨近14%，达到近两个月来的高点。</p>\n<p><img src=\"https://static.tigerbbs.com/4dfeef0d12f9a12455f00cf7e94759ae\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>该报告表明，在业绩因会计问题而推迟后，该公司的情况正在稳定下来。</p>\n<p>财报显示，普拉格能源Q1营收7195.8万美元，同比增长76.29%；净亏损为6074.6万美元，同比扩大了62.28%；每股亏损12美分。而华尔街的预期是营收6900万美元，每股亏损8美分。可以看到普拉格能源亏损扩大且超过市场预期，但对于一个正在快速成长的公司来说，营收可能比盈利显得更加重要。普拉格能源预计2021年营收将达到4.65亿美元，到2023年将超过10亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/734d921bd8749c3e57f1a702fd574443\" tg-width=\"1125\" tg-height=\"345\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/fe9083a9551200faf819d211d8058a33\" tg-width=\"1133\" tg-height=\"373\" referrerpolicy=\"no-referrer\"></p>\n<p>另外，公司的账上还躺着超过43亿美元的流动资产。</p>\n<p>今年该公司花了一段时间才公布第一季度的业绩，而去年5月7日就公布了第一季度业绩，这主要是因为今年3月披露的会计问题延迟了进程。公司在更改客户合同会计后，重新开始了一些旧的结果。现金不受重述的影响。</p>\n<p>另一个原因是投资者早已胸有成竹。在所有的重述和更新中，投资者对第一季度的情况有了很好的了解。今年5月，普拉格能源管理层曾多次表示，营收将超过6700万美元。</p>\n<p>Evercore ISI分析师詹姆斯·韦斯特（James West）周二在一份报告中写道，他并不关心普拉格能源的近期财务状况，而是着眼于更长期的发展。他对普拉格能源与<a href=\"https://laohu8.com/S/GM\">通用汽车</a>合作的消息以及公司在制造能力方面取得的进展感到鼓舞。普拉格能源正在建设更多的生产燃料电池和氢电解槽，预计到今年秋天将满负荷运行。</p>\n<p>电解槽把水分解成氢和氧。氢气可以储存起来，然后用来为燃料电池提供动力。</p>\n<p>韦斯特给予该股买入评级，目标价42美元。总的来说，70%的分析师给出了买入评价，标普500指数股票的平均买入评级比率约为55%。</p>\n<p>算上周二的涨幅，今年以来，普拉格能源仅微涨0.3%，落后于标普500的13%和道指的11%。许多可再生能源股票经过去年的大涨后，在2021年举步维艰。例如，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的股票在2020年上涨743%之后，今年迄今已下跌约12%，而普拉格能源在2020年上涨了973%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/uploads/2019/8/14/saupload_plug-power-4-2016-02_750xx5444-3062-0-453_thumb1.jpg","relate_stocks":{"PLUG":"普拉格能源"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184050370","content_text":"氢燃料电池技术供应商普拉格能源（Plug Power）周二公布的第一季度财报有些令人失望，但这无碍其股价的上涨。周二，普拉格能源大涨近14%，达到近两个月来的高点。\n\n该报告表明，在业绩因会计问题而推迟后，该公司的情况正在稳定下来。\n财报显示，普拉格能源Q1营收7195.8万美元，同比增长76.29%；净亏损为6074.6万美元，同比扩大了62.28%；每股亏损12美分。而华尔街的预期是营收6900万美元，每股亏损8美分。可以看到普拉格能源亏损扩大且超过市场预期，但对于一个正在快速成长的公司来说，营收可能比盈利显得更加重要。普拉格能源预计2021年营收将达到4.65亿美元，到2023年将超过10亿美元。\n\n另外，公司的账上还躺着超过43亿美元的流动资产。\n今年该公司花了一段时间才公布第一季度的业绩，而去年5月7日就公布了第一季度业绩，这主要是因为今年3月披露的会计问题延迟了进程。公司在更改客户合同会计后，重新开始了一些旧的结果。现金不受重述的影响。\n另一个原因是投资者早已胸有成竹。在所有的重述和更新中，投资者对第一季度的情况有了很好的了解。今年5月，普拉格能源管理层曾多次表示，营收将超过6700万美元。\nEvercore ISI分析师詹姆斯·韦斯特（James West）周二在一份报告中写道，他并不关心普拉格能源的近期财务状况，而是着眼于更长期的发展。他对普拉格能源与通用汽车合作的消息以及公司在制造能力方面取得的进展感到鼓舞。普拉格能源正在建设更多的生产燃料电池和氢电解槽，预计到今年秋天将满负荷运行。\n电解槽把水分解成氢和氧。氢气可以储存起来，然后用来为燃料电池提供动力。\n韦斯特给予该股买入评级，目标价42美元。总的来说，70%的分析师给出了买入评价，标普500指数股票的平均买入评级比率约为55%。\n算上周二的涨幅，今年以来，普拉格能源仅微涨0.3%，落后于标普500的13%和道指的11%。许多可再生能源股票经过去年的大涨后，在2021年举步维艰。例如，特斯拉的股票在2020年上涨743%之后，今年迄今已下跌约12%，而普拉格能源在2020年上涨了973%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":123454313,"gmtCreate":1624436201632,"gmtModify":1634006164244,"author":{"id":"3582848923055476","authorId":"3582848923055476","authorIdStr":"3582848923055476","name":"chenyiheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582848923055476"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> stop falling","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> stop falling","text":"$台积电(TSM)$ stop falling","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123454313","isVote":1,"tweetType":1,"viewCount":872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":165380182,"gmtCreate":1624095611046,"gmtModify":1631885860978,"author":{"id":"3582848923055476","authorId":"3582848923055476","authorIdStr":"3582848923055476","name":"chenyiheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582848923055476"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SBUX\">$星巴克(SBUX)$</a>😁😁😁","listText":"<a href=\"https://laohu8.com/S/SBUX\">$星巴克(SBUX)$</a>😁😁😁","text":"$星巴克(SBUX)$😁😁😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/165380182","isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
