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2021-08-01

[笑哭]

抱歉，原内容已删除

2021-06-15

Comment

抱歉，原内容已删除

2021-07-30

[财迷]

AMD股价续创历史新高，绩后两日涨幅累计超13%

2021-08-21

Latest

Ignore Elon Musk’s dancing distraction and face the dangers ahead for Tesla

2021-07-05

[笑哭]

阿联酋拒绝将OPEC+产量协议延长至2022年底

2021-06-14

$S&P 500(.SPX)$Buy

2021-11-13

[微笑]

Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity

2021-11-13

[微笑]

Musk sold 1.2 million Tesla shares on November 12

2021-07-13

Like

Suning’s Billionaire Chairman Quits After China-Led Bailout

2021-07-12

Latest

抱歉，原内容已删除

2021-06-21

Latest

U.S. IPO Week Ahead: Billion-Dollar Deals Come To Market In A 12 IPO Week

2021-07-17

[微笑]

进军芯片研发？腾讯招聘大量芯片人才

2021-07-16

[财迷]

英特尔正在谈判以大约300亿美元收购格芯

2021-06-19

Latest

Dow falls more than 500 points to close out its worst week since October

2021-11-21

Latest

Does Sono Group Have a Breakthrough Innovation That Could Put “Range Anxiety” to Bed?

2021-07-19

[财迷]

雷军，一口气投了3家美容仪公司

2021-07-06

阅

越骂越火！造车新势力为何总让人又爱又恨？

2021-11-17

[微笑]

美国10月零售销售环比增加1.7%，较前值大幅上升

2021-08-02

[微笑]

宁德时代的“能量魔方”，钠离子电池新起点

2021-06-29

Latest

Nvidia shares rose more than 5% to a new high

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-回首2021-回想去年的这个时候，新股市场还是比较火热的，大家都在积极备战医渡云和<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>&nbsp;，我自己21年中的第一股也就是医渡云，再到后来的诺辉健康也算是在年初给大家狠狠赚了一笔了。不过从朝云集团开始走下坡，跌跌撞撞到了联易融和京东物流稍微回来一波，直到时代天使的上市，算是今年港股打新的热情高点了，极低的中签率不负其盘中高点一手赚6万多港币的表现，还记得当时在招股期有不少从事牙科朋友想来参与打新，真是一片大好行情。不过高涨的行情也没撑住多久，奈雪的茶爆冷出局，也是让不少奶茶妹妹心痛不已，好在随后连续招股的几支还算表现不错，不过我自己今年的打新基本也就停在这期间，奈雪过后确实情绪有所低迷，连续招股的也就只打了几支，最后申购的新股是环球新材国际，也算是表现还不错。后面的剧情 发展大家就基本清楚了，从先瑞达和心玮开始医药B股就又开始跌跌不休了，市场行情也算是跌入到了谷底，不少计划招股的都撤回了，后面那么多新股比较看好的也就只有雍禾医疗和<a target=\"_blank\" href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$</a>&nbsp;两支，因为此前工作中都有接触过他们公司的，所以相对了解一些，不过自己也是比较保守，在那时候的行情下也是都没申购，行情低迷时候也不敢去和市场做博弈，保本还是更重要。其实港股市场在21年的表现整体就不尽人意，所以打新表现差也不难理解，整个商场生意都不好，你还指望里","listText":"年底的3支新股以收涨结尾也算是给打新人一点慰藉，在无止境的黑暗中看到零星的曙光来临的迹象，所以2022年的第一篇文章复盘回顾一下21年的新股情况，同时从港交所22年的3个新政策来展望22年的新股趋势。 -回首2021-回想去年的这个时候，新股市场还是比较火热的，大家都在积极备战医渡云和<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>&nbsp;，我自己21年中的第一股也就是医渡云，再到后来的诺辉健康也算是在年初给大家狠狠赚了一笔了。不过从朝云集团开始走下坡，跌跌撞撞到了联易融和京东物流稍微回来一波，直到时代天使的上市，算是今年港股打新的热情高点了，极低的中签率不负其盘中高点一手赚6万多港币的表现，还记得当时在招股期有不少从事牙科朋友想来参与打新，真是一片大好行情。不过高涨的行情也没撑住多久，奈雪的茶爆冷出局，也是让不少奶茶妹妹心痛不已，好在随后连续招股的几支还算表现不错，不过我自己今年的打新基本也就停在这期间，奈雪过后确实情绪有所低迷，连续招股的也就只打了几支，最后申购的新股是环球新材国际，也算是表现还不错。后面的剧情 发展大家就基本清楚了，从先瑞达和心玮开始医药B股就又开始跌跌不休了，市场行情也算是跌入到了谷底，不少计划招股的都撤回了，后面那么多新股比较看好的也就只有雍禾医疗和<a target=\"_blank\" href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$</a>&nbsp;两支，因为此前工作中都有接触过他们公司的，所以相对了解一些，不过自己也是比较保守，在那时候的行情下也是都没申购，行情低迷时候也不敢去和市场做博弈，保本还是更重要。其实港股市场在21年的表现整体就不尽人意，所以打新表现差也不难理解，整个商场生意都不好，你还指望里","text":"年底的3支新股以收涨结尾也算是给打新人一点慰藉，在无止境的黑暗中看到零星的曙光来临的迹象，所以2022年的第一篇文章复盘回顾一下21年的新股情况，同时从港交所22年的3个新政策来展望22年的新股趋势。 -回首2021-回想去年的这个时候，新股市场还是比较火热的，大家都在积极备战医渡云和$快手-W(01024)$ ，我自己21年中的第一股也就是医渡云，再到后来的诺辉健康也算是在年初给大家狠狠赚了一笔了。不过从朝云集团开始走下坡，跌跌撞撞到了联易融和京东物流稍微回来一波，直到时代天使的上市，算是今年港股打新的热情高点了，极低的中签率不负其盘中高点一手赚6万多港币的表现，还记得当时在招股期有不少从事牙科朋友想来参与打新，真是一片大好行情。不过高涨的行情也没撑住多久，奈雪的茶爆冷出局，也是让不少奶茶妹妹心痛不已，好在随后连续招股的几支还算表现不错，不过我自己今年的打新基本也就停在这期间，奈雪过后确实情绪有所低迷，连续招股的也就只打了几支，最后申购的新股是环球新材国际，也算是表现还不错。后面的剧情 发展大家就基本清楚了，从先瑞达和心玮开始医药B股就又开始跌跌不休了，市场行情也算是跌入到了谷底，不少计划招股的都撤回了，后面那么多新股比较看好的也就只有雍禾医疗和$商汤-W(00020)$ 两支，因为此前工作中都有接触过他们公司的，所以相对了解一些，不过自己也是比较保守，在那时候的行情下也是都没申购，行情低迷时候也不敢去和市场做博弈，保本还是更重要。其实港股市场在21年的表现整体就不尽人意，所以打新表现差也不难理解，整个商场生意都不好，你还指望里","images":[{"img":"https://static.tigerbbs.com/f54857d9b45eb7eeac454cbcf54882ce","width":"632","height":"269"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692472939","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601944436,"gmtCreate":1638488087304,"gmtModify":1638488087304,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601944436","repostId":"1137565090","repostType":4,"isVote":1,"tweetType":1,"viewCount":1251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872128249,"gmtCreate":1637460594064,"gmtModify":1637460594064,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872128249","repostId":"1193739210","repostType":4,"repost":{"id":"1193739210","kind":"news","pubTimestamp":1637457862,"share":"https://www.laohu8.com/m/news/1193739210?lang=&edition=full","pubTime":"2021-11-21 09:24","market":"us","language":"en","title":"Does Sono Group Have a Breakthrough Innovation That Could Put “Range Anxiety” to Bed?","url":"https://stock-news.laohu8.com/highlight/detail?id=1193739210","media":"Investorplace","summary":"In a blink-and-you-miss-it moment this week, one of the most interestingelectric vehicle (EV) startu","content":"<p>In a blink-and-you-miss-it moment this week, one of the most interesting<b><i>electric vehicle (EV) startups</i></b>in the worldwent publicthrough a super successful initial public offering (IPO).</p>\n<p>That company is the Germany-based&nbsp;<b>Sono Group</b>(NASDAQ:<b><u>SEV</u></b>) – a small EV company that’s unlike any other electric vehicle firm on the planet. This isn’t the next&nbsp;<b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>)<b>,</b>nor is it the next&nbsp;<b>Lucid</b>&nbsp;<b>Group</b>(NASDAQ:<b><u>LCID</u></b>) or&nbsp;<b>Rivian</b>(NASDAQ:<b><u>RIVN</u></b>)… and that’s by design.</p>\n<p>Because, while all those EV makers are making plug-in electric vehicles, Sono is making the world’s first<b>solar electric vehicle</b>, or “<b>SEV</b>.”</p>\n<p>Soaring 150%-plus from its $15 IPO price Wednesday, investors have sat up to take notice of this company that is helmed by a CEO barely out of university.</p>\n<p>Indeed, at age 26, Sono founder Laurin Hahn cuts a very different image than your typical CEO. Hahn’s an environmentalist and idealist at heart, which is why Sono’s goal isn’t just to sell cars, but to “implement an innovative CO2-neutral mobility concept.” Out of that vision comes the&nbsp;<b>Sion</b>– an understated, no-frills attempt at designing an effective solar EV for the masses.</p>\n<p>And unlike the glossy, leather-clad premium electric vehicles dominating most conversations around EVs, the Sion actually feels like a vehicle designed to put the world on the right path toward net-zero carbon emissions.</p>\n<p>To ensure its vision aligned with the needs of everyday drivers, the company’s signature vehicle – the Sion – had its users in mind from the very beginning. Everything from the color and upholstery of the car to the voltage and resulting range of the battery was voted on by a community of 15,000.</p>\n<p>As for its look, the Sion essentially replaces the exterior aluminum and paint on an electric car with 248 flexible solar modules that are perfectly adapted to the shape of the vehicle.</p>\n<p>The car looks, drives, and acts just like any other mass-market EV. But as it drives, it charges itself through these solar cells. There’s a still a battery at the core of the vehicle, but it doesn’t rely on being plugged in – the battery can be recharged by simply leaving it out in the sun.</p>\n<p>The huge value-add here, of course, is solving so-called EV “<b><i>range anxiety</i></b><i>,</i>” or the fear that EVs won’t be able to drive you as far as you need to go.</p>\n<p>To-date, such fears have proven very legitimate. After all, your typical EV today fetches around 250 miles of driving range. Your average gas car can travel up to 400 miles per tank. So, yes, EVs have historically been limiting in terms of how far they can travel.</p>\n<p>Sono Motors believes that its solar EV tech will fix this issue. And while it is a very innovative solution that we find super interesting, there’s just one small issue:<b>It doesn’t actually solve the “range anxiety” problem.</b></p>\n<p>Sono’s claim is that its solar cells collectively add about 70 miles of driving range to its Sion EV, which has a built-in driving range of 190 miles. Add it up, and even with these solar panels, the Sion still gets less than 300 miles of real-time driving range – much less than the 400 miles a gas-powered car fetches per tank.</p>\n<p>But solar technology is not static –it’s very dynamic. And right now, scientists across the globe are working on multiple solar technology breakthroughs to dramatically improve the performance of solar cells. One such promising breakthrough is the inclusion of perovskites in solar cells. Perovskites are a very flexible material, and therefore, could be included in Sono’s solar mobility tech to significantly improve the performance of these SEVs.</p>\n<p>In other words, while solar electric vehicles are cool, the underlying solar cell technology here is still many years away from being robust enough to actually solve EV range anxiety fears.</p>\n<p>That’s the bad news.</p>\n<p>The good news, though, is that we don’t even<i>need</i>solar electric vehicles to solve range anxiety…</p>\n<p>Because there is&nbsp;<b><i>another breakthrough battery technology being pioneered today</i></b>, which is ready to add not just 70 or 80 miles of driving range to an EV – but potentially thousands of miles of driving range to an EV, thereby allowing electric cars to travel as much as 10X as far as gas-powered cars on a single charge.</p>\n<p>These batteries are the future and will forever solve the EV “range anxiety” problem.</p>\n<p>It’s simple, really… With them, EVs will last forever.</p>\n<p>The technology behind these forever batteries is exceptionally complex – so complex, in fact, that no one has been able to make one big enough to power an electric car yet.</p>\n<p><b><i>But that’s changing right now</i></b>, as some companies in this space have – for the first time ever – built small-scale “forever batteries” that are working. Now, all these companies have to do is scale these batteries and make them bigger.</p>\n<p>Make no mistake. They’re going to do just that. And the companies behind this forever battery technology will turn into titans of the EV industry.</p>\n<p>Not to mention,<b>their stocks will score shareholders enormous returns.</b></p>","source":"lsy1606302653667","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>Does Sono Group Have a Breakthrough Innovation That Could Put “Range Anxiety” to Bed?</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\">\nDoes Sono Group Have a Breakthrough Innovation That Could Put “Range Anxiety” to Bed?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-21 09:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/hypergrowthinvesting/2021/11/does-sono-group-have-a-breakthrough-innovation-that-could-put-range-anxiety-to-bed/><strong>Investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In a blink-and-you-miss-it moment this week, one of the most interestingelectric vehicle (EV) startupsin the worldwent publicthrough a super successful initial public offering (IPO).\nThat company is ...</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2021/11/does-sono-group-have-a-breakthrough-innovation-that-could-put-range-anxiety-to-bed/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/hypergrowthinvesting/2021/11/does-sono-group-have-a-breakthrough-innovation-that-could-put-range-anxiety-to-bed/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193739210","content_text":"In a blink-and-you-miss-it moment this week, one of the most interestingelectric vehicle (EV) startupsin the worldwent publicthrough a super successful initial public offering (IPO).\nThat company is the Germany-based Sono Group(NASDAQ:SEV) – a small EV company that’s unlike any other electric vehicle firm on the planet. This isn’t the next Tesla(NASDAQ:TSLA),nor is it the next Lucid Group(NASDAQ:LCID) or Rivian(NASDAQ:RIVN)… and that’s by design.\nBecause, while all those EV makers are making plug-in electric vehicles, Sono is making the world’s firstsolar electric vehicle, or “SEV.”\nSoaring 150%-plus from its $15 IPO price Wednesday, investors have sat up to take notice of this company that is helmed by a CEO barely out of university.\nIndeed, at age 26, Sono founder Laurin Hahn cuts a very different image than your typical CEO. Hahn’s an environmentalist and idealist at heart, which is why Sono’s goal isn’t just to sell cars, but to “implement an innovative CO2-neutral mobility concept.” Out of that vision comes the Sion– an understated, no-frills attempt at designing an effective solar EV for the masses.\nAnd unlike the glossy, leather-clad premium electric vehicles dominating most conversations around EVs, the Sion actually feels like a vehicle designed to put the world on the right path toward net-zero carbon emissions.\nTo ensure its vision aligned with the needs of everyday drivers, the company’s signature vehicle – the Sion – had its users in mind from the very beginning. Everything from the color and upholstery of the car to the voltage and resulting range of the battery was voted on by a community of 15,000.\nAs for its look, the Sion essentially replaces the exterior aluminum and paint on an electric car with 248 flexible solar modules that are perfectly adapted to the shape of the vehicle.\nThe car looks, drives, and acts just like any other mass-market EV. But as it drives, it charges itself through these solar cells. There’s a still a battery at the core of the vehicle, but it doesn’t rely on being plugged in – the battery can be recharged by simply leaving it out in the sun.\nThe huge value-add here, of course, is solving so-called EV “range anxiety,” or the fear that EVs won’t be able to drive you as far as you need to go.\nTo-date, such fears have proven very legitimate. After all, your typical EV today fetches around 250 miles of driving range. Your average gas car can travel up to 400 miles per tank. So, yes, EVs have historically been limiting in terms of how far they can travel.\nSono Motors believes that its solar EV tech will fix this issue. And while it is a very innovative solution that we find super interesting, there’s just one small issue:It doesn’t actually solve the “range anxiety” problem.\nSono’s claim is that its solar cells collectively add about 70 miles of driving range to its Sion EV, which has a built-in driving range of 190 miles. Add it up, and even with these solar panels, the Sion still gets less than 300 miles of real-time driving range – much less than the 400 miles a gas-powered car fetches per tank.\nBut solar technology is not static –it’s very dynamic. And right now, scientists across the globe are working on multiple solar technology breakthroughs to dramatically improve the performance of solar cells. One such promising breakthrough is the inclusion of perovskites in solar cells. Perovskites are a very flexible material, and therefore, could be included in Sono’s solar mobility tech to significantly improve the performance of these SEVs.\nIn other words, while solar electric vehicles are cool, the underlying solar cell technology here is still many years away from being robust enough to actually solve EV range anxiety fears.\nThat’s the bad news.\nThe good news, though, is that we don’t evenneedsolar electric vehicles to solve range anxiety…\nBecause there is another breakthrough battery technology being pioneered today, which is ready to add not just 70 or 80 miles of driving range to an EV – but potentially thousands of miles of driving range to an EV, thereby allowing electric cars to travel as much as 10X as far as gas-powered cars on a single charge.\nThese batteries are the future and will forever solve the EV “range anxiety” problem.\nIt’s simple, really… With them, EVs will last forever.\nThe technology behind these forever batteries is exceptionally complex – so complex, in fact, that no one has been able to make one big enough to power an electric car yet.\nBut that’s changing right now, as some companies in this space have – for the first time ever – built small-scale “forever batteries” that are working. Now, all these companies have to do is scale these batteries and make them bigger.\nMake no mistake. They’re going to do just that. And the companies behind this forever battery technology will turn into titans of the EV industry.\nNot to mention,their stocks will score shareholders enormous returns.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876379808,"gmtCreate":1637277821848,"gmtModify":1637277821848,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876379808","repostId":"1157744524","repostType":4,"repost":{"id":"1157744524","kind":"news","weMediaInfo":{"introduction":"美股研究社，一个专注研究美股的平台，专业的美股投资人都在这。想了解美国股市行情、美股开户、美股资讯、美股公司；想获得一手美股重磅信息；想加入美股交流社群，敬请关注我们吧。","home_visible":0,"media_name":"美股研究社","id":"1074069735","head_image":"https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6"},"pubTimestamp":1637230341,"share":"https://www.laohu8.com/m/news/1157744524?lang=&edition=full","pubTime":"2021-11-18 18:12","market":"us","language":"zh","title":"Rivian暴涨五天又暴跌，“妖股”体质背后是产能泡沫？","url":"https://stock-news.laohu8.com/highlight/detail?id=1157744524","media":"美股研究社","summary":"落地效果无法保证，泡沫重演还是价值投资？\n上市不到一周，股价动辄两位数的百分比涨幅，但下跌缺口一开也是近20%，这就是“特斯拉劲敌”Rivian。\n这家定位于电动皮卡的美国造车新势力可谓经历辗转，亚马","content":"<p>落地效果无法保证，泡沫重演还是价值投资？</p>\n<p>上市不到一周，股价动辄两位数的百分比涨幅，但下跌缺口一开也是近20%，这就是“<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>劲敌”Rivian。</p>\n<p>这家定位于电动皮卡的美国造车新势力可谓经历辗转，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和福特支持，又因为无车交付但估值冲上800亿美元被马斯克多次“嘲讽”。如今上市后光速达成千亿市值，一举成为全球第三大车企。</p>\n<p>不过，Rivian交付迟缓，扩张计划还有多重不确定性。市场有声音指出，Rivian的泡沫终将破裂，这一次大跌会是一个信号吗？Rivian又能拿出证明自己价值的成绩吗？</p>\n<p><b>皮卡当道，瞄准“反特斯拉”人群成优势</b></p>\n<p>在上市之前，Rivian一度拥有800亿美元估值的身位，而且是在一辆车都没有交付的情况下。这使得马斯克数次在推特出言“嘲讽”，毕竟特斯拉的Cybertruck屡次难产，交付期已经拖到了2022年。</p>\n<p>IPO之后，情况更甚。美国时间11月10日，带着“特斯拉杀手/劲敌”名号的Rivian在纳斯达克正式挂牌上市，IPO首日瞬间高开约37%，盘中涨幅一度超53%，发行价78美元冲到每股最高价119.4美元，市值一跃超1000亿美元。</p>\n<p>IPO五天内，Rivian股价持续飙升超118%，其创立只有12年历史，但市值一路超越通用、戴姆勒、大众，坐上了全球车企市值第三的宝座。直到11月17日暴涨踩下刹车转为暴跌，依然保持了超过1200亿美元的市值，略低于大众、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>。</p>\n<p><img src=\"https://static.tigerbbs.com/edc264f3c0a9d54255a73e56fe041f7d\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>只看基本面，Rivian真的有优势吗？根据市场情况，它确实有可圈可点之处。</p>\n<p>Rivian获得了亚马逊和福特的投资支持，这是其发展基础，IPO前总计融资金额超过了百亿美元，而美国车市电动皮卡的缺位无疑给了它大展拳脚的机会。</p>\n<p>皮卡一直是美国消费者最爱的车型之一，2020年美国汽车销量分车型排行榜中，前三名福特F系、雪佛兰索罗德和道奇RAM全部是皮卡。J.D.Power研究公司分析师Jominy表示，近年来SUV和卡车一直在美国市场发展良好，两种车型占10月份美国汽车销售总量的80%左右。GCBC的数据也显示，皮卡在美国市占率持续稳定在20%左右，SUV则逐渐稳定在50%左右。</p>\n<p><img src=\"https://static.tigerbbs.com/314ff524bea2067de375881b96a8166a\" tg-width=\"782\" tg-height=\"492\" referrerpolicy=\"no-referrer\"></p>\n<p>另外，Rivian 还有一个相对特殊的核心武器——滑板式底盘平台，创始人R.J&nbsp;曾称之为“Rivian 旗下所有电动汽车的核心”。</p>\n<p>滑板式底盘理念类似于汽车发展史上的“非承载式车身”，底盘架构一体化，可将电池、电动传动系统、悬架、刹车等部件提前整合在底盘上。国内比亚迪推出的e3.0平台也有异曲同工之妙。</p>\n<p>滑板式底盘平台具备开发成本低、周期短、互用性高的特点。可共享的开发方式，大幅降低不同车型前期的研发和测试成本；上装、下装双边独立开发，加速车辆研发过程；基于滑板式底盘，Rivian可以快速打造不同车型，还可以将其开放授权给第三方制造商使用。</p>\n<p><img src=\"https://static.tigerbbs.com/f9390e8658b45a5829ffbb0830b2230e\" tg-width=\"1006\" tg-height=\"548\" referrerpolicy=\"no-referrer\"></p>\n<p>有了生产优势，Rivian还自夸在美国市场上正在瞄准不用特斯拉，甚至是反特斯拉的人群（皮卡与轿车的受众需求、心理差异都比较大），因此对特斯拉也具有独特优势。</p>\n<p>此外，美国已确定投入75亿美元用于建设一个全国性的插电式电动汽车充电器网络，有助于减轻新能源车企的基础设施建设负担。</p>\n<p>Rivian在9月开启了首批交付，虽然大部分给了自家员工，但截至2021年9月30日，美国和加拿大有大约4.8万辆R1T皮卡和R1S型号SUV的预购订单（起售价格分别为6.75/7万美元，定金为1000美元，可全额退款）。并计划计划到 2025 年向亚马逊交付10万辆EDV送货车（将于2021年12月和SUV同步开启量产）。</p>\n<p>Rivian的市值泡沫问题也出在这里：既然一切订单都只是预期向好，但是当价值没有落地，</p>\n<p>股价的高涨或许只是镜花水月而已。</p>\n<p><b>落地效果无法保证，泡沫重演还是价值投资？</b></p>\n<p>当前无论Rivian还是其他交付未走上正轨的新势力，二级市场表现更多是靠“展望”在支撑。</p>\n<p>Rivian在全球拥有约8000名员工，主要工厂位于伊利诺伊州的Normal市，是三菱汽车公司的一个前工厂，Normal Factory生产能力约为每年 15 万台，市场预计明年Rivian销量为6万辆（R1 T&amp;S 5万辆+送货车1万辆）左右。</p>\n<p>截至6月30日，该公司手头有约37亿美元的现金和现金等价物。足以支撑日常运营，所以它也在全球寻找合适的工厂和目标市场，并计划先以紧凑型SUV进入中国。</p>\n<p>尽管如此，Rivian计划投资50亿美元左右，在德克萨斯州建造第二家工厂。今年8月，Rivian还选址英国<a href=\"https://laohu8.com/S/BRS\">布里斯托</a>尔作为其首个海外产线，预计投资10亿英镑。无论哪个角度，Rivian都必须用第一批产品打开市场，才能获得足以支撑后续发展的资金。</p>\n<p><a href=\"https://laohu8.com/S/GM\">通用汽车</a>计划在今年秋季上市GMC Hummer EV，福特和Lordstown Motors也计划在今年内上市电动皮卡，Rivian的订单优势是否能转化为长期优势还未可知。</p>\n<p>Rivian作为有史以来第一个收入低于100万美元但是估值1000亿美元的上市公司。即使背景巨大，市场前景向好，除了兴奋的投资者投机之外，几乎没有具体的消息来支持Rivian的价格暴涨，而这只是最近美股新能源市场的一个缩影。</p>\n<p>·11月17日，德国<a href=\"https://laohu8.com/S/000591\">太阳能</a>电动车初创公司Sono Motors纳斯达克上市，股票代码为“SEV”，首日暴涨154%，发行价15美元，收盘价38.2美元</p>\n<p>·11月16日，电动汽车初创企业Lucid Group股价大涨24%，市值超过<a href=\"https://laohu8.com/S/F\">福特汽车</a>，达到899亿美元。</p>\n<p>·11月16日，专注电动乘用车的Canoo股价暴涨23%，原因仅仅是首辆车生产日期提到了2022年Q4以前</p>\n<p>·Fisker、理想、小鹏等都经历了明显上涨</p>\n<p>Miller Tabak首席市场策略师Matt Maley认为，Rivian和Lucid等亏损电动汽车制造商的股价出现了的混乱走向，暗示股市正在形成一个不健康的泡沫。</p>\n<p>马斯克都认为特斯拉的估值过高，但投资者依然用美元投票，买出了新能源最近一段时间的上升趋势。这就像<a href=\"https://laohu8.com/S/YHOO\">雅虎</a>财经所评论的，十年前错过特斯拉的投资者们，不愿错过另一个热门的电动汽车的潜在先驱，哪怕仅仅是一种微弱的可能。显然，对比走上正轨的车企们，Rivian和它尚未真正量产的同行们都能挤出大把泡沫。</p>\n<p>Lucid Motors的首席执行官彼得·罗林森(Peter Rawlinson)对媒体表示，该公司在估值方面有望追赶特斯拉，“一切皆有可能”。</p>\n<p>截至发稿，Rivian跌15.08%，Lucid跌5.35%，Fisker跌9.59%，特斯拉股价也已较月初高点回调超10%。在国内投资者社区雪球及国外Reddit论坛相关版块，不少人称电动车二级市场已成为2000年互联网泡沫的重演。</p>\n<p><b>结语</b></p>\n<p>自从特斯拉突破万亿市值后，最近一段时间，美股新能源几乎集体“打鸡血”。Lucid Motors、Canoo、Fisker等公司股价纷纷蹿升，“追逐下一个特斯拉”让不少投资者兴奋不已。</p>\n<p>不过，具体到每家车企，无论生产交付还是实际体验都还需要多几分冷静。虽然Rivian之流经常被冠上“特斯拉杀手”这一类的名号，但回顾特斯拉逐步成长为新能源市值“一哥”的历程，后来的新势力们无疑要面对市值泡沫的诘问，而市场也不会永远无视这一点。</p>\n<p>至于泡沫究竟有多大，只有等它们用业绩说明了。</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>Rivian暴涨五天又暴跌，“妖股”体质背后是产能泡沫？</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\">\nRivian暴涨五天又暴跌，“妖股”体质背后是产能泡沫？\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\">2021-11-18 18:12</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>落地效果无法保证，泡沫重演还是价值投资？</p>\n<p>上市不到一周，股价动辄两位数的百分比涨幅，但下跌缺口一开也是近20%，这就是“<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>劲敌”Rivian。</p>\n<p>这家定位于电动皮卡的美国造车新势力可谓经历辗转，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和福特支持，又因为无车交付但估值冲上800亿美元被马斯克多次“嘲讽”。如今上市后光速达成千亿市值，一举成为全球第三大车企。</p>\n<p>不过，Rivian交付迟缓，扩张计划还有多重不确定性。市场有声音指出，Rivian的泡沫终将破裂，这一次大跌会是一个信号吗？Rivian又能拿出证明自己价值的成绩吗？</p>\n<p><b>皮卡当道，瞄准“反特斯拉”人群成优势</b></p>\n<p>在上市之前，Rivian一度拥有800亿美元估值的身位，而且是在一辆车都没有交付的情况下。这使得马斯克数次在推特出言“嘲讽”，毕竟特斯拉的Cybertruck屡次难产，交付期已经拖到了2022年。</p>\n<p>IPO之后，情况更甚。美国时间11月10日，带着“特斯拉杀手/劲敌”名号的Rivian在纳斯达克正式挂牌上市，IPO首日瞬间高开约37%，盘中涨幅一度超53%，发行价78美元冲到每股最高价119.4美元，市值一跃超1000亿美元。</p>\n<p>IPO五天内，Rivian股价持续飙升超118%，其创立只有12年历史，但市值一路超越通用、戴姆勒、大众，坐上了全球车企市值第三的宝座。直到11月17日暴涨踩下刹车转为暴跌，依然保持了超过1200亿美元的市值，略低于大众、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>。</p>\n<p><img src=\"https://static.tigerbbs.com/edc264f3c0a9d54255a73e56fe041f7d\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>只看基本面，Rivian真的有优势吗？根据市场情况，它确实有可圈可点之处。</p>\n<p>Rivian获得了亚马逊和福特的投资支持，这是其发展基础，IPO前总计融资金额超过了百亿美元，而美国车市电动皮卡的缺位无疑给了它大展拳脚的机会。</p>\n<p>皮卡一直是美国消费者最爱的车型之一，2020年美国汽车销量分车型排行榜中，前三名福特F系、雪佛兰索罗德和道奇RAM全部是皮卡。J.D.Power研究公司分析师Jominy表示，近年来SUV和卡车一直在美国市场发展良好，两种车型占10月份美国汽车销售总量的80%左右。GCBC的数据也显示，皮卡在美国市占率持续稳定在20%左右，SUV则逐渐稳定在50%左右。</p>\n<p><img src=\"https://static.tigerbbs.com/314ff524bea2067de375881b96a8166a\" tg-width=\"782\" tg-height=\"492\" referrerpolicy=\"no-referrer\"></p>\n<p>另外，Rivian 还有一个相对特殊的核心武器——滑板式底盘平台，创始人R.J&nbsp;曾称之为“Rivian 旗下所有电动汽车的核心”。</p>\n<p>滑板式底盘理念类似于汽车发展史上的“非承载式车身”，底盘架构一体化，可将电池、电动传动系统、悬架、刹车等部件提前整合在底盘上。国内比亚迪推出的e3.0平台也有异曲同工之妙。</p>\n<p>滑板式底盘平台具备开发成本低、周期短、互用性高的特点。可共享的开发方式，大幅降低不同车型前期的研发和测试成本；上装、下装双边独立开发，加速车辆研发过程；基于滑板式底盘，Rivian可以快速打造不同车型，还可以将其开放授权给第三方制造商使用。</p>\n<p><img src=\"https://static.tigerbbs.com/f9390e8658b45a5829ffbb0830b2230e\" tg-width=\"1006\" tg-height=\"548\" referrerpolicy=\"no-referrer\"></p>\n<p>有了生产优势，Rivian还自夸在美国市场上正在瞄准不用特斯拉，甚至是反特斯拉的人群（皮卡与轿车的受众需求、心理差异都比较大），因此对特斯拉也具有独特优势。</p>\n<p>此外，美国已确定投入75亿美元用于建设一个全国性的插电式电动汽车充电器网络，有助于减轻新能源车企的基础设施建设负担。</p>\n<p>Rivian在9月开启了首批交付，虽然大部分给了自家员工，但截至2021年9月30日，美国和加拿大有大约4.8万辆R1T皮卡和R1S型号SUV的预购订单（起售价格分别为6.75/7万美元，定金为1000美元，可全额退款）。并计划计划到 2025 年向亚马逊交付10万辆EDV送货车（将于2021年12月和SUV同步开启量产）。</p>\n<p>Rivian的市值泡沫问题也出在这里：既然一切订单都只是预期向好，但是当价值没有落地，</p>\n<p>股价的高涨或许只是镜花水月而已。</p>\n<p><b>落地效果无法保证，泡沫重演还是价值投资？</b></p>\n<p>当前无论Rivian还是其他交付未走上正轨的新势力，二级市场表现更多是靠“展望”在支撑。</p>\n<p>Rivian在全球拥有约8000名员工，主要工厂位于伊利诺伊州的Normal市，是三菱汽车公司的一个前工厂，Normal Factory生产能力约为每年 15 万台，市场预计明年Rivian销量为6万辆（R1 T&amp;S 5万辆+送货车1万辆）左右。</p>\n<p>截至6月30日，该公司手头有约37亿美元的现金和现金等价物。足以支撑日常运营，所以它也在全球寻找合适的工厂和目标市场，并计划先以紧凑型SUV进入中国。</p>\n<p>尽管如此，Rivian计划投资50亿美元左右，在德克萨斯州建造第二家工厂。今年8月，Rivian还选址英国<a href=\"https://laohu8.com/S/BRS\">布里斯托</a>尔作为其首个海外产线，预计投资10亿英镑。无论哪个角度，Rivian都必须用第一批产品打开市场，才能获得足以支撑后续发展的资金。</p>\n<p><a href=\"https://laohu8.com/S/GM\">通用汽车</a>计划在今年秋季上市GMC Hummer EV，福特和Lordstown Motors也计划在今年内上市电动皮卡，Rivian的订单优势是否能转化为长期优势还未可知。</p>\n<p>Rivian作为有史以来第一个收入低于100万美元但是估值1000亿美元的上市公司。即使背景巨大，市场前景向好，除了兴奋的投资者投机之外，几乎没有具体的消息来支持Rivian的价格暴涨，而这只是最近美股新能源市场的一个缩影。</p>\n<p>·11月17日，德国<a href=\"https://laohu8.com/S/000591\">太阳能</a>电动车初创公司Sono Motors纳斯达克上市，股票代码为“SEV”，首日暴涨154%，发行价15美元，收盘价38.2美元</p>\n<p>·11月16日，电动汽车初创企业Lucid Group股价大涨24%，市值超过<a href=\"https://laohu8.com/S/F\">福特汽车</a>，达到899亿美元。</p>\n<p>·11月16日，专注电动乘用车的Canoo股价暴涨23%，原因仅仅是首辆车生产日期提到了2022年Q4以前</p>\n<p>·Fisker、理想、小鹏等都经历了明显上涨</p>\n<p>Miller Tabak首席市场策略师Matt Maley认为，Rivian和Lucid等亏损电动汽车制造商的股价出现了的混乱走向，暗示股市正在形成一个不健康的泡沫。</p>\n<p>马斯克都认为特斯拉的估值过高，但投资者依然用美元投票，买出了新能源最近一段时间的上升趋势。这就像<a href=\"https://laohu8.com/S/YHOO\">雅虎</a>财经所评论的，十年前错过特斯拉的投资者们，不愿错过另一个热门的电动汽车的潜在先驱，哪怕仅仅是一种微弱的可能。显然，对比走上正轨的车企们，Rivian和它尚未真正量产的同行们都能挤出大把泡沫。</p>\n<p>Lucid Motors的首席执行官彼得·罗林森(Peter Rawlinson)对媒体表示，该公司在估值方面有望追赶特斯拉，“一切皆有可能”。</p>\n<p>截至发稿，Rivian跌15.08%，Lucid跌5.35%，Fisker跌9.59%，特斯拉股价也已较月初高点回调超10%。在国内投资者社区雪球及国外Reddit论坛相关版块，不少人称电动车二级市场已成为2000年互联网泡沫的重演。</p>\n<p><b>结语</b></p>\n<p>自从特斯拉突破万亿市值后，最近一段时间，美股新能源几乎集体“打鸡血”。Lucid Motors、Canoo、Fisker等公司股价纷纷蹿升，“追逐下一个特斯拉”让不少投资者兴奋不已。</p>\n<p>不过，具体到每家车企，无论生产交付还是实际体验都还需要多几分冷静。虽然Rivian之流经常被冠上“特斯拉杀手”这一类的名号，但回顾特斯拉逐步成长为新能源市值“一哥”的历程，后来的新势力们无疑要面对市值泡沫的诘问，而市场也不会永远无视这一点。</p>\n<p>至于泡沫究竟有多大，只有等它们用业绩说明了。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/845e27845a0aca10a09a5e12cdfb276e","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","BK4099":"汽车制造商"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157744524","content_text":"落地效果无法保证，泡沫重演还是价值投资？\n上市不到一周，股价动辄两位数的百分比涨幅，但下跌缺口一开也是近20%，这就是“特斯拉劲敌”Rivian。\n这家定位于电动皮卡的美国造车新势力可谓经历辗转，亚马逊和福特支持，又因为无车交付但估值冲上800亿美元被马斯克多次“嘲讽”。如今上市后光速达成千亿市值，一举成为全球第三大车企。\n不过，Rivian交付迟缓，扩张计划还有多重不确定性。市场有声音指出，Rivian的泡沫终将破裂，这一次大跌会是一个信号吗？Rivian又能拿出证明自己价值的成绩吗？\n皮卡当道，瞄准“反特斯拉”人群成优势\n在上市之前，Rivian一度拥有800亿美元估值的身位，而且是在一辆车都没有交付的情况下。这使得马斯克数次在推特出言“嘲讽”，毕竟特斯拉的Cybertruck屡次难产，交付期已经拖到了2022年。\nIPO之后，情况更甚。美国时间11月10日，带着“特斯拉杀手/劲敌”名号的Rivian在纳斯达克正式挂牌上市，IPO首日瞬间高开约37%，盘中涨幅一度超53%，发行价78美元冲到每股最高价119.4美元，市值一跃超1000亿美元。\nIPO五天内，Rivian股价持续飙升超118%，其创立只有12年历史，但市值一路超越通用、戴姆勒、大众，坐上了全球车企市值第三的宝座。直到11月17日暴涨踩下刹车转为暴跌，依然保持了超过1200亿美元的市值，略低于大众、比亚迪。\n\n只看基本面，Rivian真的有优势吗？根据市场情况，它确实有可圈可点之处。\nRivian获得了亚马逊和福特的投资支持，这是其发展基础，IPO前总计融资金额超过了百亿美元，而美国车市电动皮卡的缺位无疑给了它大展拳脚的机会。\n皮卡一直是美国消费者最爱的车型之一，2020年美国汽车销量分车型排行榜中，前三名福特F系、雪佛兰索罗德和道奇RAM全部是皮卡。J.D.Power研究公司分析师Jominy表示，近年来SUV和卡车一直在美国市场发展良好，两种车型占10月份美国汽车销售总量的80%左右。GCBC的数据也显示，皮卡在美国市占率持续稳定在20%左右，SUV则逐渐稳定在50%左右。\n\n另外，Rivian 还有一个相对特殊的核心武器——滑板式底盘平台，创始人R.J 曾称之为“Rivian 旗下所有电动汽车的核心”。\n滑板式底盘理念类似于汽车发展史上的“非承载式车身”，底盘架构一体化，可将电池、电动传动系统、悬架、刹车等部件提前整合在底盘上。国内比亚迪推出的e3.0平台也有异曲同工之妙。\n滑板式底盘平台具备开发成本低、周期短、互用性高的特点。可共享的开发方式，大幅降低不同车型前期的研发和测试成本；上装、下装双边独立开发，加速车辆研发过程；基于滑板式底盘，Rivian可以快速打造不同车型，还可以将其开放授权给第三方制造商使用。\n\n有了生产优势，Rivian还自夸在美国市场上正在瞄准不用特斯拉，甚至是反特斯拉的人群（皮卡与轿车的受众需求、心理差异都比较大），因此对特斯拉也具有独特优势。\n此外，美国已确定投入75亿美元用于建设一个全国性的插电式电动汽车充电器网络，有助于减轻新能源车企的基础设施建设负担。\nRivian在9月开启了首批交付，虽然大部分给了自家员工，但截至2021年9月30日，美国和加拿大有大约4.8万辆R1T皮卡和R1S型号SUV的预购订单（起售价格分别为6.75/7万美元，定金为1000美元，可全额退款）。并计划计划到 2025 年向亚马逊交付10万辆EDV送货车（将于2021年12月和SUV同步开启量产）。\nRivian的市值泡沫问题也出在这里：既然一切订单都只是预期向好，但是当价值没有落地，\n股价的高涨或许只是镜花水月而已。\n落地效果无法保证，泡沫重演还是价值投资？\n当前无论Rivian还是其他交付未走上正轨的新势力，二级市场表现更多是靠“展望”在支撑。\nRivian在全球拥有约8000名员工，主要工厂位于伊利诺伊州的Normal市，是三菱汽车公司的一个前工厂，Normal Factory生产能力约为每年 15 万台，市场预计明年Rivian销量为6万辆（R1 T&S 5万辆+送货车1万辆）左右。\n截至6月30日，该公司手头有约37亿美元的现金和现金等价物。足以支撑日常运营，所以它也在全球寻找合适的工厂和目标市场，并计划先以紧凑型SUV进入中国。\n尽管如此，Rivian计划投资50亿美元左右，在德克萨斯州建造第二家工厂。今年8月，Rivian还选址英国布里斯托尔作为其首个海外产线，预计投资10亿英镑。无论哪个角度，Rivian都必须用第一批产品打开市场，才能获得足以支撑后续发展的资金。\n通用汽车计划在今年秋季上市GMC Hummer EV，福特和Lordstown Motors也计划在今年内上市电动皮卡，Rivian的订单优势是否能转化为长期优势还未可知。\nRivian作为有史以来第一个收入低于100万美元但是估值1000亿美元的上市公司。即使背景巨大，市场前景向好，除了兴奋的投资者投机之外，几乎没有具体的消息来支持Rivian的价格暴涨，而这只是最近美股新能源市场的一个缩影。\n·11月17日，德国太阳能电动车初创公司Sono Motors纳斯达克上市，股票代码为“SEV”，首日暴涨154%，发行价15美元，收盘价38.2美元\n·11月16日，电动汽车初创企业Lucid Group股价大涨24%，市值超过福特汽车，达到899亿美元。\n·11月16日，专注电动乘用车的Canoo股价暴涨23%，原因仅仅是首辆车生产日期提到了2022年Q4以前\n·Fisker、理想、小鹏等都经历了明显上涨\nMiller Tabak首席市场策略师Matt Maley认为，Rivian和Lucid等亏损电动汽车制造商的股价出现了的混乱走向，暗示股市正在形成一个不健康的泡沫。\n马斯克都认为特斯拉的估值过高，但投资者依然用美元投票，买出了新能源最近一段时间的上升趋势。这就像雅虎财经所评论的，十年前错过特斯拉的投资者们，不愿错过另一个热门的电动汽车的潜在先驱，哪怕仅仅是一种微弱的可能。显然，对比走上正轨的车企们，Rivian和它尚未真正量产的同行们都能挤出大把泡沫。\nLucid Motors的首席执行官彼得·罗林森(Peter Rawlinson)对媒体表示，该公司在估值方面有望追赶特斯拉，“一切皆有可能”。\n截至发稿，Rivian跌15.08%，Lucid跌5.35%，Fisker跌9.59%，特斯拉股价也已较月初高点回调超10%。在国内投资者社区雪球及国外Reddit论坛相关版块，不少人称电动车二级市场已成为2000年互联网泡沫的重演。\n结语\n自从特斯拉突破万亿市值后，最近一段时间，美股新能源几乎集体“打鸡血”。Lucid Motors、Canoo、Fisker等公司股价纷纷蹿升，“追逐下一个特斯拉”让不少投资者兴奋不已。\n不过，具体到每家车企，无论生产交付还是实际体验都还需要多几分冷静。虽然Rivian之流经常被冠上“特斯拉杀手”这一类的名号，但回顾特斯拉逐步成长为新能源市值“一哥”的历程，后来的新势力们无疑要面对市值泡沫的诘问，而市场也不会永远无视这一点。\n至于泡沫究竟有多大，只有等它们用业绩说明了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871431906,"gmtCreate":1637104378615,"gmtModify":1637104378700,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871431906","repostId":"1131333867","repostType":4,"repost":{"id":"1131333867","kind":"news","pubTimestamp":1637070533,"share":"https://www.laohu8.com/m/news/1131333867?lang=&edition=full","pubTime":"2021-11-16 21:48","market":"us","language":"zh","title":"美国10月零售销售环比增加1.7%，较前值大幅上升","url":"https://stock-news.laohu8.com/highlight/detail?id=1131333867","media":"华尔街见闻","summary":"市场预计，美国10月核心零售销售月率增长0.9%，也高于9月份的0.8%。","content":"<p>尽管Dleta病毒引起了供应链方面的短缺，给美国人的零售消费带来了影响，但美国10月份零售销售大幅上升。</p>\n<p>美国商务部周二公布的数据显示，10月整体零售购买量上升了1.7%，高于前值0.7%。不包括汽车销售在内的10月份销售也增长了1.7%。</p>\n<p><img src=\"https://static.tigerbbs.com/6601483c24b8b482ebdaa4a87cfbaabc\" tg-width=\"1768\" tg-height=\"1020\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>市场预计，美国10月核心零售销售月率增长0.9%，也高于9月份的0.8%。</p>\n<p>零售数据对于判定美国的经济现状和前景具有重要指导作用，因为零售销售直接反映出消费者支出的增减变化。</p>\n<p>10月零售销售报告是美国第四季度关于国内生产总值（GDP）最早的数据之一。经济学家预计，美国GDP在第三季度出人意料地缓慢增长2%之后，在第四季度经济将增长5%。</p>\n<p>分析师此前指出，假如美国零售数据表现强于预期，美元有望走强，可能引发通胀并增加美联储加息的压力，这将推动金价和其它主要货币下滑。</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国10月零售销售环比增加1.7%，较前值大幅上升</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国10月零售销售环比增加1.7%，较前值大幅上升\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-16 21:48 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3645083><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>尽管Dleta病毒引起了供应链方面的短缺，给美国人的零售消费带来了影响，但美国10月份零售销售大幅上升。\n美国商务部周二公布的数据显示，10月整体零售购买量上升了1.7%，高于前值0.7%。不包括汽车销售在内的10月份销售也增长了1.7%。\n\n市场预计，美国10月核心零售销售月率增长0.9%，也高于9月份的0.8%。\n零售数据对于判定美国的经济现状和前景具有重要指导作用，因为零售销售直接反映出...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3645083\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/987ab6715591b2ad7014d2cf9348920e","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3645083","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1131333867","content_text":"尽管Dleta病毒引起了供应链方面的短缺，给美国人的零售消费带来了影响，但美国10月份零售销售大幅上升。\n美国商务部周二公布的数据显示，10月整体零售购买量上升了1.7%，高于前值0.7%。不包括汽车销售在内的10月份销售也增长了1.7%。\n\n市场预计，美国10月核心零售销售月率增长0.9%，也高于9月份的0.8%。\n零售数据对于判定美国的经济现状和前景具有重要指导作用，因为零售销售直接反映出消费者支出的增减变化。\n10月零售销售报告是美国第四季度关于国内生产总值（GDP）最早的数据之一。经济学家预计，美国GDP在第三季度出人意料地缓慢增长2%之后，在第四季度经济将增长5%。\n分析师此前指出，假如美国零售数据表现强于预期，美元有望走强，可能引发通胀并增加美联储加息的压力，这将推动金价和其它主要货币下滑。","news_type":1},"isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879746172,"gmtCreate":1636779851157,"gmtModify":1636779851157,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879746172","repostId":"1129543601","repostType":4,"isVote":1,"tweetType":1,"viewCount":1481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879746918,"gmtCreate":1636779833944,"gmtModify":1636779833944,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879746918","repostId":"1151602326","repostType":4,"isVote":1,"tweetType":1,"viewCount":1601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":885057268,"gmtCreate":1631748062454,"gmtModify":1631891055257,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/885057268","repostId":"1147644679","repostType":4,"repost":{"id":"1147644679","kind":"news","pubTimestamp":1631708990,"share":"https://www.laohu8.com/m/news/1147644679?lang=&edition=full","pubTime":"2021-09-15 20:29","market":"us","language":"zh","title":"选秀四年，爱奇艺赚了多少钱？","url":"https://stock-news.laohu8.com/highlight/detail?id=1147644679","media":"AI蓝媒汇","summary":"是时候给爱奇艺算笔账了。\n\n爱奇艺，即将少去一个现金牛。\n8月26日，龚宇宣布，爱奇艺将取消未来几年的偶像选秀节目以及场外投票环节。这也意味着，随着过去几年成为爱奇艺固定收入支柱之一的选秀节目停摆，爱","content":"<blockquote>\n <b>是时候给<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>算笔账了。</b>\n</blockquote>\n<p>爱奇艺，即将少去一个现金牛。</p>\n<p>8月26日，龚宇宣布，爱奇艺将取消未来几年的偶像选秀节目以及场外投票环节。<b>这也意味着，随着过去几年成为爱奇艺固定收入支柱之一的选秀节目停摆，爱奇艺这座偶像<a href=\"https://laohu8.com/S/DWA\">梦工厂</a>的一角将会悬空。</b></p>\n<p>几天后，9月2日，广电总局一纸文件下达，要求不得播出偶像养成节目。至此，无论是平台自身，还是从政策上，“选秀、C位出道、走花路”都已成为过去式。</p>\n<p>尽管落得了个不体面的终场，但不可否认，爱奇艺仍是选秀赛场上最大的赢家。</p>\n<p>从被称为“偶像元年”的2018年开始，爱奇艺先后推出了《偶像练习生》、《青春有你》、《青春有你2》以及腰斩的《青春有你3》。<b>4年，4部综艺，400位偶像，他们所反馈给爱奇艺的，不仅是总和近15亿次投票背后巨大的经济利益，还有水涨船高的招商费、冠名费，以及出道成团后演唱会、专辑等衍生周边所带来的收益。</b></p>\n<p>是时候给爱奇艺算算这笔账了。</p>\n<p><b>未出道，先捞钱</b></p>\n<p>先来看一组数据。</p>\n<p>据爱奇艺2018-2021年的财报显示，<b>在全年四个季度的会员服务收入中，Q1总是增长最为明显的一个季度。</b>这其中，以2020年的Q1最为突出，该季度会员服务收入约为46.34亿元人民币，同比增长近20%。而后，2020年剩余三季度会员服务收入持续下跌，直到2021年Q1这个数字才重新升至43.12亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/97d3509e989c92a516bf8486364a1e3c\" tg-width=\"1080\" tg-height=\"895\" referrerpolicy=\"no-referrer\"></p>\n<p>不难发现，这些增长与2018年便开始成为爱奇艺Q1王牌综艺的选秀节目不无关联。</p>\n<p>简单估算下，2018年Q1开始，每一个季度在会员服务收入这一项平均环比增长2亿左右，而到2020年Q1增长环比升至7.7亿，且在2020年全年会员服务收入负增长的情况下，2021年Q1增长4.6亿。</p>\n<p>也就是说，<b>若按照上述逻辑计算，选秀节目给爱奇艺带来的会员服务收入至少为12亿元。</b></p>\n<p>众所周知，在选秀节目中，要想为支持的偶像投票，最直接的方式就便是充值VIP会员，比普通用户多一倍的投票数不说，还比其他“买奶票换票”、“做指定任务换票”等投票渠道来得方便又快捷。</p>\n<p>相比于稳步增长的会员服务收入，<b>冠名费几乎可以用坐享其成来形容。</b></p>\n<p>据镜像娱乐报道，在2018年国内还未开启101系选秀之前，爱奇艺就花3亿重金打造《偶像练习生》，不过，光是<a href=\"https://laohu8.com/S/09633\">农夫山泉</a>一家的2亿元独家冠名费就收回了半数成本，其余还有小红书、你我贷、<a href=\"https://laohu8.com/S/NTES\">网易</a>云音乐等其他赞助商。</p>\n<p>保守估计，仅仅冠名商这一个维度，爱奇艺不仅能够把制作综艺的成本捞回来，还能赚至少2亿。</p>\n<p><img src=\"https://static.tigerbbs.com/210e2ee1690e609a9094f2a22ebff723\" tg-width=\"1080\" tg-height=\"719\" referrerpolicy=\"no-referrer\"></p>\n<p>这之后，农夫山泉见好就收退出了冠名选秀的队伍，这烫手的山芋花落了曾经赞助过《超级女声》、《快乐男声》等初代选秀的蒙牛。</p>\n<p>有媒体报道，蒙牛真果粒花费了3亿元才赢得了2019年《青春有你》的独家冠名权，而包括蒙牛真果粒、网易考拉、炫迈、三草两木等各路赞助商以赞助、冠名、合作等头衔，<b>最终投给了爱奇艺近9亿元。</b></p>\n<p>虽然之后的《青春有你2》、《青春有你3》冠名费具体数字尚未可知，但不少媒体均猜测，既然冠名权都被蒙牛拿下，那3亿元/届的价格谈下应该不是问题。</p>\n<p>如此一来，仅冠名费一项，爱奇艺或许至少能赚到近30亿。</p>\n<p><b>再加上之前会员带来的12亿元，偶像们还未出道，爱奇艺可能就能收入42亿元。</b></p>\n<p><b>出道后，可劲薅</b></p>\n<p>经过四个月的角逐，当《偶像练习生》最终出道的九人以Nine Percent组名之名站在星光幕下享受着掌声时，另一边，拥有组合经营合约的爱奇艺也将代言费提高到了1200万。</p>\n<p><b>为了更好地运营这颗巨大的摇钱树，爱奇艺还专门创立了爱豆世纪经纪公司，占股55%。</b></p>\n<p>或许是资本市场对爱奇艺足够信任，又或许是坚信偶像元年生产出的九人组合必定未来可期，即便代言费高昂至此，Nine Percent依然被资本疯抢，他们先后成为了手游消除者联盟、悦诗风吟、I DO、味可滋、美图手机、立白等一众品牌的代言人，<b>这其中，作为实际控股人的爱奇艺至少能分得55%，即3960万。</b></p>\n<p><b>代言有了，综艺跟上。</b></p>\n<p>他们相继以组合的形式登上了《青春的花路》、《中国音乐公告牌》、《Nine Percent花路之旅》、《奇妙的时光》等爱奇艺自制节目，吸引了从铂爵旅拍、美肤宝、聚美，到即刻APP、三生花、卡姿兰、美图秀秀等多领域的冠名商。</p>\n<p>个人方面，组合成员范丞丞出演了爱奇艺自制网剧《灵域》，尤长靖参加了爱奇艺爆款网综《中国新说唱》，与那吾克热搭档演唱了《飘向北方》；陈立农、小鬼、林彦俊则分别参与了《hi室友》、《小姐姐的花店》等综艺节目录制。</p>\n<p>只是尚未有媒体披露冠名费的具体数字，但单凭这几个人的身价，上亿元的赞助费是跑不掉了。</p>\n<p><b>捞足了资本的银子，该轮到粉丝了。</b></p>\n<p>Nine Percent组合存续的18个月期间，爱奇艺共为他们举办了18场演唱会。据不完全统计，票价基本分为699元档、1099元档和1699元档，几乎场场坐满不说，还常常出现加座的情况。</p>\n<p>以Nine Percent第一场见面会举办地上海梅赛德斯奔驰文化中心为例，全场一共18000个座位在几分钟内全部抢完，<b>仅一场门票就能赚得约2457.6万元，18场算下来，仅门票爱奇艺就能挣得4.42亿元。</b></p>\n<p><img src=\"https://static.tigerbbs.com/f6a45c18e258ae6da01709288b43ed7f\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"></p>\n<p>而回到音乐上，他们却只发行了2张专辑，共16首歌，其中一张专辑还是组合9人每人一首歌组成的“拼盘专辑”。</p>\n<p>但这拦不住粉丝们的热情，20元/张的《TO THE NINES》数字专辑卖出812916张，9元/张的《限定的记忆》数字专辑卖出678466张，<b>仅QQ音乐一个平台就能有约2236.5万元的销量。</b></p>\n<p>尽管这支Nine Percent组合从出道的备受期待，到解散的草草收场让人失望，但丝毫不耽误爱奇艺“一鱼多吃”的野心。AI蓝媒汇估算下来，仅可计算的部分，<b>在出道的这18个月，组合九人以各种方式为爱奇艺吸金至少5亿元。</b></p>\n<p><b>失去选秀，前路在何方</b></p>\n<p>回顾这四年爱奇艺运营“偶练”ip的历程，除了上述的吸金场景外，爱奇艺还为后续的UNINE、THE9组合专门打造了“饭饭星球”APP，以贩售包括图册写真、娃娃、唱片等各种偶像周边；</p>\n<p>推出了《UNINE蹦吧》、《非日常派对》等一系列团综；</p>\n<p>设置了越来越多的投票渠道，从APP到小程序，以拉拢更多的资本方；</p>\n<p>疫情之后，爱奇艺又开设了线上演唱会，以the9演唱会为例，139元票档总共3.5万张，399元票档5000张，再加上每天99张的99元秒杀票，<b>估计至少可以捞得705.6万</b>。</p>\n<p><img src=\"https://static.tigerbbs.com/5035670795b8ce7f0bd1568a7677e197\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p>\n<p>…………</p>\n<p>其实，在更多看不见的隐秘角落都藏着爱奇艺于选秀圈捞钱的影子，这也让我们很难想象，这座偶像梦工厂在宣布不再推出选秀类节目后会亏损几何。</p>\n<p>当然，没人能否认爱奇艺能继续推出爆款综艺和剧集，曾经《延禧攻略》、《赘婿》等剧集，以及《乐队的夏天》、《中国新说唱》等综艺都已经为爱奇艺挣足了面子。</p>\n<p><img src=\"https://static.tigerbbs.com/9797f0deb0c3306399e54c81e1d65912\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p>不过可以肯定的是，在眼下没了选秀之后，爱奇艺需要尽快挖掘新的商机，给资本市场一个确切答案。</p>\n<p></p>","source":"lmh","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>选秀四年，爱奇艺赚了多少钱？</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{ 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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选秀四年，爱奇艺赚了多少钱？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-15 20:29 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/QILiL-y3QBCn0AQLgjLgHg><strong>AI蓝媒汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>是时候给爱奇艺算笔账了。\n\n爱奇艺，即将少去一个现金牛。\n8月26日，龚宇宣布，爱奇艺将取消未来几年的偶像选秀节目以及场外投票环节。这也意味着，随着过去几年成为爱奇艺固定收入支柱之一的选秀节目停摆，爱奇艺这座偶像梦工厂的一角将会悬空。\n几天后，9月2日，广电总局一纸文件下达，要求不得播出偶像养成节目。至此，无论是平台自身，还是从政策上，“选秀、C位出道、走花路”都已成为过去式。\n尽管落得了个不体面...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/QILiL-y3QBCn0AQLgjLgHg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9040668e91734e10f25c02e6d2ef8dcf","relate_stocks":{"IQ":"爱奇艺"},"source_url":"https://mp.weixin.qq.com/s/QILiL-y3QBCn0AQLgjLgHg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147644679","content_text":"是时候给爱奇艺算笔账了。\n\n爱奇艺，即将少去一个现金牛。\n8月26日，龚宇宣布，爱奇艺将取消未来几年的偶像选秀节目以及场外投票环节。这也意味着，随着过去几年成为爱奇艺固定收入支柱之一的选秀节目停摆，爱奇艺这座偶像梦工厂的一角将会悬空。\n几天后，9月2日，广电总局一纸文件下达，要求不得播出偶像养成节目。至此，无论是平台自身，还是从政策上，“选秀、C位出道、走花路”都已成为过去式。\n尽管落得了个不体面的终场，但不可否认，爱奇艺仍是选秀赛场上最大的赢家。\n从被称为“偶像元年”的2018年开始，爱奇艺先后推出了《偶像练习生》、《青春有你》、《青春有你2》以及腰斩的《青春有你3》。4年，4部综艺，400位偶像，他们所反馈给爱奇艺的，不仅是总和近15亿次投票背后巨大的经济利益，还有水涨船高的招商费、冠名费，以及出道成团后演唱会、专辑等衍生周边所带来的收益。\n是时候给爱奇艺算算这笔账了。\n未出道，先捞钱\n先来看一组数据。\n据爱奇艺2018-2021年的财报显示，在全年四个季度的会员服务收入中，Q1总是增长最为明显的一个季度。这其中，以2020年的Q1最为突出，该季度会员服务收入约为46.34亿元人民币，同比增长近20%。而后，2020年剩余三季度会员服务收入持续下跌，直到2021年Q1这个数字才重新升至43.12亿元。\n\n不难发现，这些增长与2018年便开始成为爱奇艺Q1王牌综艺的选秀节目不无关联。\n简单估算下，2018年Q1开始，每一个季度在会员服务收入这一项平均环比增长2亿左右，而到2020年Q1增长环比升至7.7亿，且在2020年全年会员服务收入负增长的情况下，2021年Q1增长4.6亿。\n也就是说，若按照上述逻辑计算，选秀节目给爱奇艺带来的会员服务收入至少为12亿元。\n众所周知，在选秀节目中，要想为支持的偶像投票，最直接的方式就便是充值VIP会员，比普通用户多一倍的投票数不说，还比其他“买奶票换票”、“做指定任务换票”等投票渠道来得方便又快捷。\n相比于稳步增长的会员服务收入，冠名费几乎可以用坐享其成来形容。\n据镜像娱乐报道，在2018年国内还未开启101系选秀之前，爱奇艺就花3亿重金打造《偶像练习生》，不过，光是农夫山泉一家的2亿元独家冠名费就收回了半数成本，其余还有小红书、你我贷、网易云音乐等其他赞助商。\n保守估计，仅仅冠名商这一个维度，爱奇艺不仅能够把制作综艺的成本捞回来，还能赚至少2亿。\n\n这之后，农夫山泉见好就收退出了冠名选秀的队伍，这烫手的山芋花落了曾经赞助过《超级女声》、《快乐男声》等初代选秀的蒙牛。\n有媒体报道，蒙牛真果粒花费了3亿元才赢得了2019年《青春有你》的独家冠名权，而包括蒙牛真果粒、网易考拉、炫迈、三草两木等各路赞助商以赞助、冠名、合作等头衔，最终投给了爱奇艺近9亿元。\n虽然之后的《青春有你2》、《青春有你3》冠名费具体数字尚未可知，但不少媒体均猜测，既然冠名权都被蒙牛拿下，那3亿元/届的价格谈下应该不是问题。\n如此一来，仅冠名费一项，爱奇艺或许至少能赚到近30亿。\n再加上之前会员带来的12亿元，偶像们还未出道，爱奇艺可能就能收入42亿元。\n出道后，可劲薅\n经过四个月的角逐，当《偶像练习生》最终出道的九人以Nine Percent组名之名站在星光幕下享受着掌声时，另一边，拥有组合经营合约的爱奇艺也将代言费提高到了1200万。\n为了更好地运营这颗巨大的摇钱树，爱奇艺还专门创立了爱豆世纪经纪公司，占股55%。\n或许是资本市场对爱奇艺足够信任，又或许是坚信偶像元年生产出的九人组合必定未来可期，即便代言费高昂至此，Nine Percent依然被资本疯抢，他们先后成为了手游消除者联盟、悦诗风吟、I DO、味可滋、美图手机、立白等一众品牌的代言人，这其中，作为实际控股人的爱奇艺至少能分得55%，即3960万。\n代言有了，综艺跟上。\n他们相继以组合的形式登上了《青春的花路》、《中国音乐公告牌》、《Nine Percent花路之旅》、《奇妙的时光》等爱奇艺自制节目，吸引了从铂爵旅拍、美肤宝、聚美，到即刻APP、三生花、卡姿兰、美图秀秀等多领域的冠名商。\n个人方面，组合成员范丞丞出演了爱奇艺自制网剧《灵域》，尤长靖参加了爱奇艺爆款网综《中国新说唱》，与那吾克热搭档演唱了《飘向北方》；陈立农、小鬼、林彦俊则分别参与了《hi室友》、《小姐姐的花店》等综艺节目录制。\n只是尚未有媒体披露冠名费的具体数字，但单凭这几个人的身价，上亿元的赞助费是跑不掉了。\n捞足了资本的银子，该轮到粉丝了。\nNine Percent组合存续的18个月期间，爱奇艺共为他们举办了18场演唱会。据不完全统计，票价基本分为699元档、1099元档和1699元档，几乎场场坐满不说，还常常出现加座的情况。\n以Nine Percent第一场见面会举办地上海梅赛德斯奔驰文化中心为例，全场一共18000个座位在几分钟内全部抢完，仅一场门票就能赚得约2457.6万元，18场算下来，仅门票爱奇艺就能挣得4.42亿元。\n\n而回到音乐上，他们却只发行了2张专辑，共16首歌，其中一张专辑还是组合9人每人一首歌组成的“拼盘专辑”。\n但这拦不住粉丝们的热情，20元/张的《TO THE NINES》数字专辑卖出812916张，9元/张的《限定的记忆》数字专辑卖出678466张，仅QQ音乐一个平台就能有约2236.5万元的销量。\n尽管这支Nine Percent组合从出道的备受期待，到解散的草草收场让人失望，但丝毫不耽误爱奇艺“一鱼多吃”的野心。AI蓝媒汇估算下来，仅可计算的部分，在出道的这18个月，组合九人以各种方式为爱奇艺吸金至少5亿元。\n失去选秀，前路在何方\n回顾这四年爱奇艺运营“偶练”ip的历程，除了上述的吸金场景外，爱奇艺还为后续的UNINE、THE9组合专门打造了“饭饭星球”APP，以贩售包括图册写真、娃娃、唱片等各种偶像周边；\n推出了《UNINE蹦吧》、《非日常派对》等一系列团综；\n设置了越来越多的投票渠道，从APP到小程序，以拉拢更多的资本方；\n疫情之后，爱奇艺又开设了线上演唱会，以the9演唱会为例，139元票档总共3.5万张，399元票档5000张，再加上每天99张的99元秒杀票，估计至少可以捞得705.6万。\n\n…………\n其实，在更多看不见的隐秘角落都藏着爱奇艺于选秀圈捞钱的影子，这也让我们很难想象，这座偶像梦工厂在宣布不再推出选秀类节目后会亏损几何。\n当然，没人能否认爱奇艺能继续推出爆款综艺和剧集，曾经《延禧攻略》、《赘婿》等剧集，以及《乐队的夏天》、《中国新说唱》等综艺都已经为爱奇艺挣足了面子。\n\n不过可以肯定的是，在眼下没了选秀之后，爱奇艺需要尽快挖掘新的商机，给资本市场一个确切答案。","news_type":1},"isVote":1,"tweetType":1,"viewCount":883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813670134,"gmtCreate":1630201702628,"gmtModify":1704956924097,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813670134","repostId":"2162078750","repostType":4,"repost":{"id":"2162078750","kind":"highlight","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1630124514,"share":"https://www.laohu8.com/m/news/2162078750?lang=&edition=full","pubTime":"2021-08-28 12:21","market":"us","language":"zh","title":"库克掌舵苹果10年：股价涨了14倍，未来还有什么可期待","url":"https://stock-news.laohu8.com/highlight/detail?id=2162078750","media":"Wind万得","summary":"自库克正式成为苹果公司CEO，现如今已经10年整。未来10年，苹果还有什么好期待的？自2011年，库克执掌苹果公司以来，该公司股价涨幅约14倍。据苹果公司提交给SEC的文件，库克获得超过500万股苹果股票，约价值7.5亿美元。苹果手机10年间经久不衰。苹果公司财报显示，二季度iPhone营收395.7亿美元，同比激增近50%，高于市场预期的345亿美元。","content":"<p>自库克正式成为<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司CEO，现如今已经10年整。十年间，苹果公司的经典产品iPhone 4S即将迭代至iPhone 13。<b>10年间，苹果公司成长为全球市值第一，还带动了整个苹果产业链蓬勃发展。</b>未来10年，苹果还有什么好期待的？</p>\n<p><img src=\"https://static.tigerbbs.com/bf95877758344b57926ac2e8b166b7b0\" tg-width=\"796\" tg-height=\"474\" referrerpolicy=\"no-referrer\"></p>\n<p>自2011年，库克执掌苹果公司以来，该公司股价涨幅约14倍。库克也因此获得丰厚的回报。据苹果公司提交给SEC的文件，库克获得超过500万股苹果股票，约价值7.5亿美元。</p>\n<p><b>//&nbsp; 库克在苹果的10年&nbsp; //</b></p>\n<p>其实，从库克接手苹果到在苹果跻身万亿市值期间（2018年）期间，库克带给苹果的新产品并不多，只有Apple Watch 和HomePod。<b>在2018年至今，库克主导了苹果内容等服务业务和无线耳机等创新产品。</b></p>\n<p><img src=\"https://static.tigerbbs.com/d50ba518fbd048ba92b095397bc98d52\" tg-width=\"796\" tg-height=\"519\" referrerpolicy=\"no-referrer\"></p>\n<p>虽然库克任期内的苹果新创产品不多，但业绩还不错。</p>\n<p>根据 Counterpoint Research 的全球<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手表出货量跟踪报告，苹果 Apple Watch 继续成为市场上最受欢迎的智能手表，现在有超过 1 亿活跃的 Apple Watch 用户，市场份额为 28%，远高于华为、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>和 Garmin 等竞争对手。</p>\n<p>苹果公司以一己之力推动全球步入“TWS耳机时代”。市场研究机构Counterpoint Research数据显示，2020年全球TWS耳机出货量为2.33亿副，同比增长85%，2021年TWS耳机的出货量预计将达到3.1亿副。其中，非苹果系耳机预计达到2.3亿-2.4亿副，同比增速高达70%。</p>\n<p>Wind TWS耳机指数总共跟踪了21家公司，包括<a href=\"https://laohu8.com/S/603986\">兆易创新</a>、<a href=\"https://laohu8.com/S/603501\">韦尔股份</a>和<a href=\"https://laohu8.com/S/002241\">歌尔股份</a>大牛股。</p>\n<p><img src=\"https://static.tigerbbs.com/afbd90e14efd4d5b9189399a67c633b3\" tg-width=\"796\" tg-height=\"421\" referrerpolicy=\"no-referrer\">苹果手机10年间经久不衰。Counterpoint的数据，2季度前5大手机品牌，营收方面占比为，苹果为41%。<b>苹果公司财报显示，二季度iPhone营收395.7亿美元，同比激增近50%，高于市场预期的345亿美元。</b></p>\n<p>10年间，苹果手机产业链也茁壮成长。Wind苹果指数跟踪了45家公司，<a href=\"https://laohu8.com/S/300433\">蓝思科技</a>、<a href=\"https://laohu8.com/S/002475\">立讯精密</a>等是其中耳熟能详的大牛股。</p>\n<p><img src=\"https://static.tigerbbs.com/181d7693f6dc430e9dbf2a84500d5140\" tg-width=\"796\" tg-height=\"425\" referrerpolicy=\"no-referrer\">近期，苹果非硬件营收也再次得到华尔街的认可。</p>\n<p>Evercore ISI其分析师Amit Daryanani 一份研报称，苹果广告业务的快速增长轨迹与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>几年前的表现类似，有望成长为价值200亿美元的庞大业务，因为该公司加大了提供广告的力度，并打击第三方投放广告的行为。</p>\n<p><b>//&nbsp; 未来十年有什么可期待？&nbsp; //</b></p>\n<p>苹果现如今已经是全球市值最高的公司，每年被多个机构评为最具价值品牌。但消费者和投资者对苹果公司的积攒的失望也在增加，最热门的话题就是苹果很久没有令人惊喜的产品，创造力无法满足外界期望。</p>\n<p>从近几年的动向看，苹果最值得期待的可能是VR产品，和只有传闻从未见真容的苹果车了。</p>\n<p><b>AR/VR产品</b></p>\n<p>2021年7月，苹果AR虚拟化身专利、AR点云专利、基于眼球追踪和肢体追踪的AR操控专利公布。随后有消息称，苹果VR眼镜很有可能在2022年WWDC发布，而<b>苹果VR头盔将于2022年WWDC发布，同时还有一款iPod将作为苹果VR眼镜的辅助设备。</b></p>\n<p>普华永道前段时间的一份报告显示，2020年，全球范VR内容营收增长30%左右。2020年全球VR内容营收约只有18亿美元，较2019年增长31.7%，是增长最快的媒体类型之一，超过电影、传统游戏和音乐。</p>\n<p>2021年初，市场传闻苹果将在WWDC上推出一款AR/VR头戴产品，售价约为1000美元。但是苹果在今年夏天让全世界的消费者和投资者失望了。随后，一些业内人士爆料称，苹果正在计划推出一款高端混合现实一体机，并且预期此类设备会在10年之后替代智能手机。</p>\n<p>AR/VR方面，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和<a href=\"https://laohu8.com/S/FB\">Facebook</a>具有先发优势，苹果能否在未来十年间拔得头筹尚未可知。</p>\n<p><b>苹果车</b></p>\n<p>苹果从没有正面承认在造车，但苹果车的传闻从未停止。</p>\n<p>2020年12月8日，苹果人工智能和机器学习负责人接管苹果汽车项目。2021年1月7日，苹果与现代集团接触，计划在乔治亚州生产自动驾驶电动车。2021年2月2日，苹果聘请了保时捷的底盘研发高管。</p>\n<p>在此之前，苹果不断聘请<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>离职工程师，也被视为苹果造车的证据。按照苹果手机的成功程度，<b>如果苹果造车成功，那么将也将由此诞生一个更加庞大更有活力的汽车产业链。</b></p>\n<p>但市场对苹果车并没有给予太大的希望。</p>\n<p><a href=\"https://laohu8.com/S/C\">花旗</a>分析师Jim Suva 就曾在一份报告中写道：“苹果在许多领域进行研发，虽然我们听到媒体再次讨论汽车巨头项目（Project Titan）一事并不感到意外，但我们对苹果是否真的会生产出一款汽车非常怀疑，因为汽车行业的盈利能力要低得多。”</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>库克掌舵苹果10年：股价涨了14倍，未来还有什么可期待</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库克掌舵苹果10年：股价涨了14倍，未来还有什么可期待\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-08-28 12:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>自库克正式成为<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司CEO，现如今已经10年整。十年间，苹果公司的经典产品iPhone 4S即将迭代至iPhone 13。<b>10年间，苹果公司成长为全球市值第一，还带动了整个苹果产业链蓬勃发展。</b>未来10年，苹果还有什么好期待的？</p>\n<p><img src=\"https://static.tigerbbs.com/bf95877758344b57926ac2e8b166b7b0\" tg-width=\"796\" tg-height=\"474\" referrerpolicy=\"no-referrer\"></p>\n<p>自2011年，库克执掌苹果公司以来，该公司股价涨幅约14倍。库克也因此获得丰厚的回报。据苹果公司提交给SEC的文件，库克获得超过500万股苹果股票，约价值7.5亿美元。</p>\n<p><b>//&nbsp; 库克在苹果的10年&nbsp; //</b></p>\n<p>其实，从库克接手苹果到在苹果跻身万亿市值期间（2018年）期间，库克带给苹果的新产品并不多，只有Apple Watch 和HomePod。<b>在2018年至今，库克主导了苹果内容等服务业务和无线耳机等创新产品。</b></p>\n<p><img src=\"https://static.tigerbbs.com/d50ba518fbd048ba92b095397bc98d52\" tg-width=\"796\" tg-height=\"519\" referrerpolicy=\"no-referrer\"></p>\n<p>虽然库克任期内的苹果新创产品不多，但业绩还不错。</p>\n<p>根据 Counterpoint Research 的全球<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手表出货量跟踪报告，苹果 Apple Watch 继续成为市场上最受欢迎的智能手表，现在有超过 1 亿活跃的 Apple Watch 用户，市场份额为 28%，远高于华为、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>和 Garmin 等竞争对手。</p>\n<p>苹果公司以一己之力推动全球步入“TWS耳机时代”。市场研究机构Counterpoint Research数据显示，2020年全球TWS耳机出货量为2.33亿副，同比增长85%，2021年TWS耳机的出货量预计将达到3.1亿副。其中，非苹果系耳机预计达到2.3亿-2.4亿副，同比增速高达70%。</p>\n<p>Wind TWS耳机指数总共跟踪了21家公司，包括<a href=\"https://laohu8.com/S/603986\">兆易创新</a>、<a href=\"https://laohu8.com/S/603501\">韦尔股份</a>和<a href=\"https://laohu8.com/S/002241\">歌尔股份</a>大牛股。</p>\n<p><img src=\"https://static.tigerbbs.com/afbd90e14efd4d5b9189399a67c633b3\" tg-width=\"796\" tg-height=\"421\" referrerpolicy=\"no-referrer\">苹果手机10年间经久不衰。Counterpoint的数据，2季度前5大手机品牌，营收方面占比为，苹果为41%。<b>苹果公司财报显示，二季度iPhone营收395.7亿美元，同比激增近50%，高于市场预期的345亿美元。</b></p>\n<p>10年间，苹果手机产业链也茁壮成长。Wind苹果指数跟踪了45家公司，<a href=\"https://laohu8.com/S/300433\">蓝思科技</a>、<a href=\"https://laohu8.com/S/002475\">立讯精密</a>等是其中耳熟能详的大牛股。</p>\n<p><img src=\"https://static.tigerbbs.com/181d7693f6dc430e9dbf2a84500d5140\" tg-width=\"796\" tg-height=\"425\" referrerpolicy=\"no-referrer\">近期，苹果非硬件营收也再次得到华尔街的认可。</p>\n<p>Evercore ISI其分析师Amit Daryanani 一份研报称，苹果广告业务的快速增长轨迹与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>几年前的表现类似，有望成长为价值200亿美元的庞大业务，因为该公司加大了提供广告的力度，并打击第三方投放广告的行为。</p>\n<p><b>//&nbsp; 未来十年有什么可期待？&nbsp; //</b></p>\n<p>苹果现如今已经是全球市值最高的公司，每年被多个机构评为最具价值品牌。但消费者和投资者对苹果公司的积攒的失望也在增加，最热门的话题就是苹果很久没有令人惊喜的产品，创造力无法满足外界期望。</p>\n<p>从近几年的动向看，苹果最值得期待的可能是VR产品，和只有传闻从未见真容的苹果车了。</p>\n<p><b>AR/VR产品</b></p>\n<p>2021年7月，苹果AR虚拟化身专利、AR点云专利、基于眼球追踪和肢体追踪的AR操控专利公布。随后有消息称，苹果VR眼镜很有可能在2022年WWDC发布，而<b>苹果VR头盔将于2022年WWDC发布，同时还有一款iPod将作为苹果VR眼镜的辅助设备。</b></p>\n<p>普华永道前段时间的一份报告显示，2020年，全球范VR内容营收增长30%左右。2020年全球VR内容营收约只有18亿美元，较2019年增长31.7%，是增长最快的媒体类型之一，超过电影、传统游戏和音乐。</p>\n<p>2021年初，市场传闻苹果将在WWDC上推出一款AR/VR头戴产品，售价约为1000美元。但是苹果在今年夏天让全世界的消费者和投资者失望了。随后，一些业内人士爆料称，苹果正在计划推出一款高端混合现实一体机，并且预期此类设备会在10年之后替代智能手机。</p>\n<p>AR/VR方面，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和<a href=\"https://laohu8.com/S/FB\">Facebook</a>具有先发优势，苹果能否在未来十年间拔得头筹尚未可知。</p>\n<p><b>苹果车</b></p>\n<p>苹果从没有正面承认在造车，但苹果车的传闻从未停止。</p>\n<p>2020年12月8日，苹果人工智能和机器学习负责人接管苹果汽车项目。2021年1月7日，苹果与现代集团接触，计划在乔治亚州生产自动驾驶电动车。2021年2月2日，苹果聘请了保时捷的底盘研发高管。</p>\n<p>在此之前，苹果不断聘请<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>离职工程师，也被视为苹果造车的证据。按照苹果手机的成功程度，<b>如果苹果造车成功，那么将也将由此诞生一个更加庞大更有活力的汽车产业链。</b></p>\n<p>但市场对苹果车并没有给予太大的希望。</p>\n<p><a href=\"https://laohu8.com/S/C\">花旗</a>分析师Jim Suva 就曾在一份报告中写道：“苹果在许多领域进行研发，虽然我们听到媒体再次讨论汽车巨头项目（Project Titan）一事并不感到意外，但我们对苹果是否真的会生产出一款汽车非常怀疑，因为汽车行业的盈利能力要低得多。”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0d8ada6a43017d400bcffc8d2d50c562","relate_stocks":{"AAPL":"苹果"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162078750","content_text":"自库克正式成为苹果公司CEO，现如今已经10年整。十年间，苹果公司的经典产品iPhone 4S即将迭代至iPhone 13。10年间，苹果公司成长为全球市值第一，还带动了整个苹果产业链蓬勃发展。未来10年，苹果还有什么好期待的？\n\n自2011年，库克执掌苹果公司以来，该公司股价涨幅约14倍。库克也因此获得丰厚的回报。据苹果公司提交给SEC的文件，库克获得超过500万股苹果股票，约价值7.5亿美元。\n//  库克在苹果的10年  //\n其实，从库克接手苹果到在苹果跻身万亿市值期间（2018年）期间，库克带给苹果的新产品并不多，只有Apple Watch 和HomePod。在2018年至今，库克主导了苹果内容等服务业务和无线耳机等创新产品。\n\n虽然库克任期内的苹果新创产品不多，但业绩还不错。\n根据 Counterpoint Research 的全球智能手表出货量跟踪报告，苹果 Apple Watch 继续成为市场上最受欢迎的智能手表，现在有超过 1 亿活跃的 Apple Watch 用户，市场份额为 28%，远高于华为、三星和 Garmin 等竞争对手。\n苹果公司以一己之力推动全球步入“TWS耳机时代”。市场研究机构Counterpoint Research数据显示，2020年全球TWS耳机出货量为2.33亿副，同比增长85%，2021年TWS耳机的出货量预计将达到3.1亿副。其中，非苹果系耳机预计达到2.3亿-2.4亿副，同比增速高达70%。\nWind TWS耳机指数总共跟踪了21家公司，包括兆易创新、韦尔股份和歌尔股份大牛股。\n苹果手机10年间经久不衰。Counterpoint的数据，2季度前5大手机品牌，营收方面占比为，苹果为41%。苹果公司财报显示，二季度iPhone营收395.7亿美元，同比激增近50%，高于市场预期的345亿美元。\n10年间，苹果手机产业链也茁壮成长。Wind苹果指数跟踪了45家公司，蓝思科技、立讯精密等是其中耳熟能详的大牛股。\n近期，苹果非硬件营收也再次得到华尔街的认可。\nEvercore ISI其分析师Amit Daryanani 一份研报称，苹果广告业务的快速增长轨迹与亚马逊几年前的表现类似，有望成长为价值200亿美元的庞大业务，因为该公司加大了提供广告的力度，并打击第三方投放广告的行为。\n//  未来十年有什么可期待？  //\n苹果现如今已经是全球市值最高的公司，每年被多个机构评为最具价值品牌。但消费者和投资者对苹果公司的积攒的失望也在增加，最热门的话题就是苹果很久没有令人惊喜的产品，创造力无法满足外界期望。\n从近几年的动向看，苹果最值得期待的可能是VR产品，和只有传闻从未见真容的苹果车了。\nAR/VR产品\n2021年7月，苹果AR虚拟化身专利、AR点云专利、基于眼球追踪和肢体追踪的AR操控专利公布。随后有消息称，苹果VR眼镜很有可能在2022年WWDC发布，而苹果VR头盔将于2022年WWDC发布，同时还有一款iPod将作为苹果VR眼镜的辅助设备。\n普华永道前段时间的一份报告显示，2020年，全球范VR内容营收增长30%左右。2020年全球VR内容营收约只有18亿美元，较2019年增长31.7%，是增长最快的媒体类型之一，超过电影、传统游戏和音乐。\n2021年初，市场传闻苹果将在WWDC上推出一款AR/VR头戴产品，售价约为1000美元。但是苹果在今年夏天让全世界的消费者和投资者失望了。随后，一些业内人士爆料称，苹果正在计划推出一款高端混合现实一体机，并且预期此类设备会在10年之后替代智能手机。\nAR/VR方面，谷歌和Facebook具有先发优势，苹果能否在未来十年间拔得头筹尚未可知。\n苹果车\n苹果从没有正面承认在造车，但苹果车的传闻从未停止。\n2020年12月8日，苹果人工智能和机器学习负责人接管苹果汽车项目。2021年1月7日，苹果与现代集团接触，计划在乔治亚州生产自动驾驶电动车。2021年2月2日，苹果聘请了保时捷的底盘研发高管。\n在此之前，苹果不断聘请特斯拉离职工程师，也被视为苹果造车的证据。按照苹果手机的成功程度，如果苹果造车成功，那么将也将由此诞生一个更加庞大更有活力的汽车产业链。\n但市场对苹果车并没有给予太大的希望。\n花旗分析师Jim Suva 就曾在一份报告中写道：“苹果在许多领域进行研发，虽然我们听到媒体再次讨论汽车巨头项目（Project Titan）一事并不感到意外，但我们对苹果是否真的会生产出一款汽车非常怀疑，因为汽车行业的盈利能力要低得多。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":810748272,"gmtCreate":1630019521596,"gmtModify":1704954561666,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810748272","repostId":"1117105904","repostType":4,"isVote":1,"tweetType":1,"viewCount":1338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837774348,"gmtCreate":1629932679884,"gmtModify":1631891055299,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837774348","repostId":"2162540270","repostType":4,"repost":{"id":"2162540270","kind":"highlight","pubTimestamp":1629905417,"share":"https://www.laohu8.com/m/news/2162540270?lang=&edition=full","pubTime":"2021-08-25 23:30","market":"us","language":"en","title":"Why Dogecoin, Ethereum, and XRP Dropped Today","url":"https://stock-news.laohu8.com/highlight/detail?id=2162540270","media":"Motley Fool","summary":"First it was the SEC. Now, the U.S. Treasury puts a bullseye on cryptocurrency.","content":"<h2>What happened</h2>\n<p>It's Wednesday, and cryptocurrency prices are fading once more. As of 10:30 a.m. EDT, here's how prices look for several of the biggest names in cryptocurrency:</p>\n<ul>\n <li>Industry bellwether<b> Bitcoin </b>(CRYPTO:BTC) is down 0.8% over the last 24 hours, according to data from Coindesk.</li>\n <li><b>Ethereum </b>(CRYPTO:ETH) is off 2.5%.</li>\n <li><b>XRP </b>(CRYPTO:XRP), the token closely associated with Ripple, has fallen 3%.</li>\n <li>And <b>Dogecoin </b>(CRYPTO:DOGE) is suffering most of all, declining 4.1%.</li>\n</ul>\n<p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F640657%2Fbitcoin-symbol-pinned-to-a-dartboard.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"630\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Image source: Getty Images.</p>\n<h2>So what</h2>\n<p>Earlier this month, new Securities and Exchange Commission chairman Gary Gensler sparked a minor freakout among cryptocurrency investors when he linked cryptocurrency trading with \"fraud\" in an interview with Bloomberg, and urged Congress to establish a \"robust oversight regime\" for the cryptocurrency market. Today, the woman Gensler replaced as head of the SEC -- now-Treasury Secretary Janet Yellen -- was quoted by <i>The Washington Post</i> echoing Gensler's concerns.</p>\n<p>Cryptocurrency \"is often [used] for illicit finance,\" said Yellen, adding that \"it's an extremely inefficient way of conducting transactions,\" a \"highly speculative asset\" -- oh, and \"the amount of energy that's consumed in processing those transactions is staggering,\" to boot!</p>\n<p>To put the icing on the cake, Yellen has also apparently advocated creating a \"central bank digital currency\" to compete with Bitcoin and other independently developed cryptocurrencies -- an idea China has also floated.</p>\n<h2>Now what</h2>\n<p>Add it all up, and the <i>Post </i>observes that a lot of cryptocurrency fans now fear that \"Yellen wants to annihilate the industry\" -- perhaps to make way for a national digital currency of the government's own making. Personally, I think that sounds a bit ambitious, and I'm not convinced the government could pull it off even if it wanted to. Still, when combined with previous comments from elsewhere in government -- specifically, Minneapolis Federal Reserve Bank president Neel Kashkari's accusation that non-governmental cryptocurrencies are \"95% fraud, hype, noise and confusion\" -- there's mounting evidence that momentum is building for some serious regulatory efforts to rein in cryptocurrency trading in the U.S.</p>\n<p>Until we get a better idea of what, specifically, the government plans to do, I'd buckle up for more volatility in the crypto market in the weeks ahead.</p>","source":"fool_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>Why Dogecoin, Ethereum, and XRP Dropped Today</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\">\nWhy Dogecoin, Ethereum, and XRP Dropped Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-25 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/25/why-dogecoin-ethereum-and-xrp-dropped-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happened\nIt's Wednesday, and cryptocurrency prices are fading once more. As of 10:30 a.m. EDT, here's how prices look for several of the biggest names in cryptocurrency:\n\nIndustry bellwether ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/25/why-dogecoin-ethereum-and-xrp-dropped-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://www.fool.com/investing/2021/08/25/why-dogecoin-ethereum-and-xrp-dropped-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162540270","content_text":"What happened\nIt's Wednesday, and cryptocurrency prices are fading once more. As of 10:30 a.m. EDT, here's how prices look for several of the biggest names in cryptocurrency:\n\nIndustry bellwether Bitcoin (CRYPTO:BTC) is down 0.8% over the last 24 hours, according to data from Coindesk.\nEthereum (CRYPTO:ETH) is off 2.5%.\nXRP (CRYPTO:XRP), the token closely associated with Ripple, has fallen 3%.\nAnd Dogecoin (CRYPTO:DOGE) is suffering most of all, declining 4.1%.\n\n\nImage source: Getty Images.\nSo what\nEarlier this month, new Securities and Exchange Commission chairman Gary Gensler sparked a minor freakout among cryptocurrency investors when he linked cryptocurrency trading with \"fraud\" in an interview with Bloomberg, and urged Congress to establish a \"robust oversight regime\" for the cryptocurrency market. Today, the woman Gensler replaced as head of the SEC -- now-Treasury Secretary Janet Yellen -- was quoted by The Washington Post echoing Gensler's concerns.\nCryptocurrency \"is often [used] for illicit finance,\" said Yellen, adding that \"it's an extremely inefficient way of conducting transactions,\" a \"highly speculative asset\" -- oh, and \"the amount of energy that's consumed in processing those transactions is staggering,\" to boot!\nTo put the icing on the cake, Yellen has also apparently advocated creating a \"central bank digital currency\" to compete with Bitcoin and other independently developed cryptocurrencies -- an idea China has also floated.\nNow what\nAdd it all up, and the Post observes that a lot of cryptocurrency fans now fear that \"Yellen wants to annihilate the industry\" -- perhaps to make way for a national digital currency of the government's own making. Personally, I think that sounds a bit ambitious, and I'm not convinced the government could pull it off even if it wanted to. Still, when combined with previous comments from elsewhere in government -- specifically, Minneapolis Federal Reserve Bank president Neel Kashkari's accusation that non-governmental cryptocurrencies are \"95% fraud, hype, noise and confusion\" -- there's mounting evidence that momentum is building for some serious regulatory efforts to rein in cryptocurrency trading in the U.S.\nUntil we get a better idea of what, specifically, the government plans to do, I'd buckle up for more volatility in the crypto market in the weeks ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837096914,"gmtCreate":1629846545538,"gmtModify":1631891055310,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/837096914","repostId":"1102898319","repostType":4,"repost":{"id":"1102898319","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":1629814923,"share":"https://www.laohu8.com/m/news/1102898319?lang=&edition=full","pubTime":"2021-08-24 22:22","market":"us","language":"zh","title":"贝壳涨幅扩大至逾15%！大摩给予持有评级","url":"https://stock-news.laohu8.com/highlight/detail?id=1102898319","media":"老虎资讯综合","summary":"8月24日，贝壳股价拉升走高，现涨幅为15.07%，报19.09美元，暂成交1.33亿美元，最新总市值为227.34亿美元。\n近日，杭州市住房保障和房产管理局旗下的“二手房交易监管服务平台”公布上线“","content":"<p>8月24日，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>股价拉升走高，现涨幅为15.07%，报19.09美元，暂成交1.33亿美元，最新总市值为227.34亿美元。</p>\n<p>近日，杭州市住房保障和房产管理局旗下的“二手房交易监管服务平台”公布上线“个人自主挂牌房源”功能。大摩称，杭州房管局“个人自主挂牌房源”功能并非新事物，该功能自2016年就已存在。最近新增变化为房屋所有人需经过实名认证才可自行上传房源。而此功能上线五年来，并未阻碍贝壳在杭州的业务发展。市场对于此事可能会降低人们对房地产经纪服务依赖的担忧有些过度，并仍给予贝壳持有评级。</p>\n<p><img src=\"https://static.tigerbbs.com/084eb98f1a74ecdfc37bcb1a260e25e8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>贝壳涨幅扩大至逾15%！大摩给予持有评级</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; 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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贝壳涨幅扩大至逾15%！大摩给予持有评级\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\">2021-08-24 22:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月24日，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>股价拉升走高，现涨幅为15.07%，报19.09美元，暂成交1.33亿美元，最新总市值为227.34亿美元。</p>\n<p>近日，杭州市住房保障和房产管理局旗下的“二手房交易监管服务平台”公布上线“个人自主挂牌房源”功能。大摩称，杭州房管局“个人自主挂牌房源”功能并非新事物，该功能自2016年就已存在。最近新增变化为房屋所有人需经过实名认证才可自行上传房源。而此功能上线五年来，并未阻碍贝壳在杭州的业务发展。市场对于此事可能会降低人们对房地产经纪服务依赖的担忧有些过度，并仍给予贝壳持有评级。</p>\n<p><img src=\"https://static.tigerbbs.com/084eb98f1a74ecdfc37bcb1a260e25e8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b535c9a2fb31d3a8e79d1d3d90fd21a","relate_stocks":{"BEKE":"贝壳"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102898319","content_text":"8月24日，贝壳股价拉升走高，现涨幅为15.07%，报19.09美元，暂成交1.33亿美元，最新总市值为227.34亿美元。\n近日，杭州市住房保障和房产管理局旗下的“二手房交易监管服务平台”公布上线“个人自主挂牌房源”功能。大摩称，杭州房管局“个人自主挂牌房源”功能并非新事物，该功能自2016年就已存在。最近新增变化为房屋所有人需经过实名认证才可自行上传房源。而此功能上线五年来，并未阻碍贝壳在杭州的业务发展。市场对于此事可能会降低人们对房地产经纪服务依赖的担忧有些过度，并仍给予贝壳持有评级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836485048,"gmtCreate":1629514783484,"gmtModify":1631891055324,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/836485048","repostId":"1107075259","repostType":4,"repost":{"id":"1107075259","kind":"news","pubTimestamp":1629509852,"share":"https://www.laohu8.com/m/news/1107075259?lang=&edition=full","pubTime":"2021-08-21 09:37","market":"us","language":"en","title":"Ignore Elon Musk’s dancing distraction and face the dangers ahead for Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1107075259","media":"MarketWatch","summary":"Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.$Investors$ should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.At $Tesla Motors$’s AI Day late Thursday, self-named Technoking Musk said th","content":"<blockquote>\n <b>Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.</b>\n</blockquote>\n<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.</p>\n<p>At <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>’s&nbsp;AI Day late Thursday, self-named Technoking Musk said that the company is working on a humanoid robot as “Tesla is arguably the world’s biggest robotics company because our cars are like semi-sentient robots on wheels.”</p>\n<p>After a white-suited human did a brief dance for the believers in the audience and on a livestream, Musk came on the stage and showed only computer-generated images of a 5’8″ humanoid robot thathe claimed Tesla will produce a prototype of sometime next year. He inferred it could be used for manufacturing or boring repetitive tasks, like grocery shopping and will have a full self-driving computer.</p>\n<p>As always with Musk and Tesla, the timeline is highly doubtful to anyone with basic knowledge of the technology in question. Fortunately, the antics did not fool everyone on Wall Street, some of whom may be getting tired of his shenanigans.</p>\n<p>“Unfortunately, as we have seen with robotaxis and other future sci-fi projects for Musk, we view this&nbsp;Tesla&nbsp;Bot as an absolute head scratcher that will further agitate investors at a time the Street is showing growing concern around rising EV competition and safety issues for&nbsp;Tesla,” said Dan Ives, a Wedbush Securities analyst, in a note to clients early Friday.</p>\n<p>The safety issues Ives mentions are what investors should be attuned to right now, because it appears the government is finally stepping up and taking note of a problem this column has long pointed out: Musk repeatedly oversells the current and near-term potential for his automotive autonomy advanced technology.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> a day before Thursday’s “AI Day” spectacle,two U.S. senators asked the Federal Trade Commission to investigate both Tesla’s and Musk’s “repeated overstatements of their vehicles’ capabilities”in regards to the marketing of Tesla’s “Full Self Driving” product. Tesla charges thousands of dollars at purchase (or as little as $100 a month) for software that is nowhere near full self-driving, a practice that has already led toa recent review by California Department of Motor Vehiclesanda German ruling that Tesla could not market the product as such.</p>\n<p>“Language matters,” said Selika Talbott, a professorial lecturer in the department of public administration and policy at <a href=\"https://laohu8.com/S/AFG\">American</a> University in <a href=\"https://laohu8.com/S/WASH\">Washington</a> DC. “The use of this terminology is false and misleading and unsafe for the general public. The notions of assisted driving and autonomous vehicles and their differences are not fully understood by the general public.”</p>\n<p>“Tesla has highly assisted technology in their vehicle, but at no point should anyone behind the wheel think that vehicle can drive itself, because it can’t,” Talbott said.</p>\n<p>The week began with news of a federal investigation into Tesla’s Autopilot system after cars using the feature crashed into stopped emergency vehicles.The <a href=\"https://laohu8.com/S/NHLD\">National</a> <a href=\"https://laohu8.com/S/HIHO\">Highway</a> Traffic Safety Administration is looking into a series of crashesby Tesla cars that had the advanced driver-assistance system enabled. NHTSA said that itopened an inquiry into 11 Tesla crashesthat involved emergency vehicles, while still investigating a series of collisions involving cars enabled with <a href=\"https://laohu8.com/S/AEIS\">Advanced</a> Driver Assistance Systems (ADAS) and tractor-trailers.</p>\n<p>The latest outcry on Capitol <a href=\"https://laohu8.com/S/HIL\">Hill</a> follows a stream of news reports and/or social media posts and YouTube videos of drivers engaging in extremely risky behavior while testing the so-called self-driving features of their Tesla. In May, Steven Michael Hendrickson,a 35-year-old father of two in Fontana, Calif., died when his Tesla hit an overturned semitruck. Earlier he had posted videos of driving without his hands on the wheel of his car on the freeway, but the NHTSA was still investigating the role of Autopilot in the crash.</p>\n<p>“The vehicles that Tesla is producing are driver-assisted systems,” said Bryan Reimer, a research scientist at the MIT Center for Transportation and Logistics. “They are assisting the driver, and the driver needs to maintain vigilance.”</p>\n<p>It is important to note the difference between Tesla’s dual products with misleading names. “Autopilot” is an ADAS system, a highly advanced version of cruise control meant for highway driving that enables “your car to steer, accelerate and brake automatically within its lane under your active supervision, assisting with the most burdensome parts of driving,” according to Tesla’s website. Tesla also offers the “FSD” package, now available by a subscription of $99 to $199 a month, which it describes as “access to a suite of more advanced driver assistance features, designed to provide more active guidance and assisted driving under your active supervision.”</p>\n<p>If only Musk described these systems in a similar manner to the official website. In analyst conference calls and in Tesla’s multi-hour long presentations to its fan base, Musk has been proclaiming that with this software, full autonomy is around the corner.</p>\n<p>“We&nbsp;basically&nbsp;have&nbsp;to&nbsp;solve&nbsp;real-world vision AI and we are,” he said in an earnings call in April. “And the key to solving this is also having some massive data set. So just having well over <a href=\"https://laohu8.com/S/AONE.U\">one</a> million cars on the road that are collecting data… But I am highly confident that we&nbsp;will&nbsp;get&nbsp;this&nbsp;done.”</p>\n<p>But for all of Musk’s bluster and huge fan base, investors are starting to note that the company’s tactics involving full self-driving technology are dangerous, as opposed to the other companies that are testing autonomous vehicles.</p>\n<p>For example, <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc.’sGOOGGOOGLWaymo, the company with the most hours of autonomous vehicle driving, is currently operating a small scale robotaxi service in parts of Arizona around Phoenix that are not densely populated, without human drivers. It is the only one of its kind in the U.S. In California, Waymo has permits from the DMV to conduct AV testing with a human driver behind the wheel.</p>\n<p>“Waymo cannot just start selling their AVs to anyone, and they can’t just drive them on the roadway, our regulatory system does not allow for that,” Talbott of <a href=\"https://laohu8.com/S/AMSWA\">American</a> University said. “You can test them but no publicly available self-driving car is on the market for purchase because it doesn’t exist.”</p>\n<p>With FSD testing being done in the real world with untrained drivers, Tesla is conducting the equivalent of clinical trials of a new drug without any professional hourly or daily monitoring of the patient.</p>\n<p>“They are calling it beta, it is a beta system, they are exposing people to substantive risk,” Reimer said.</p>\n<p>Musk’s latest bot is yet another distraction, much like the flame thrower in 2018 sold by his Boring Company, his unwanted assistance to try and help the boys stuck in a cave in Thailand, and other projects. Investors should not let these distractions get in the way of the real issues that Musk seems to be refusing to acknowledge as he continues to oversell his company’s technological abilities.</p>","source":"market_watch","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>Ignore Elon Musk’s dancing distraction and face the dangers ahead for Tesla</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\">\nIgnore Elon Musk’s dancing distraction and face the dangers ahead for Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-21 09:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/ignore-elon-musks-dancing-distraction-and-face-the-dangers-ahead-for-tesla-11629488276?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology ...</p>\n\n<a href=\"https://www.marketwatch.com/story/ignore-elon-musks-dancing-distraction-and-face-the-dangers-ahead-for-tesla-11629488276?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/story/ignore-elon-musks-dancing-distraction-and-face-the-dangers-ahead-for-tesla-11629488276?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1107075259","content_text":"Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.\n\nInvestors should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.\nAt Tesla Motors’s AI Day late Thursday, self-named Technoking Musk said that the company is working on a humanoid robot as “Tesla is arguably the world’s biggest robotics company because our cars are like semi-sentient robots on wheels.”\nAfter a white-suited human did a brief dance for the believers in the audience and on a livestream, Musk came on the stage and showed only computer-generated images of a 5’8″ humanoid robot thathe claimed Tesla will produce a prototype of sometime next year. He inferred it could be used for manufacturing or boring repetitive tasks, like grocery shopping and will have a full self-driving computer.\nAs always with Musk and Tesla, the timeline is highly doubtful to anyone with basic knowledge of the technology in question. Fortunately, the antics did not fool everyone on Wall Street, some of whom may be getting tired of his shenanigans.\n“Unfortunately, as we have seen with robotaxis and other future sci-fi projects for Musk, we view this Tesla Bot as an absolute head scratcher that will further agitate investors at a time the Street is showing growing concern around rising EV competition and safety issues for Tesla,” said Dan Ives, a Wedbush Securities analyst, in a note to clients early Friday.\nThe safety issues Ives mentions are what investors should be attuned to right now, because it appears the government is finally stepping up and taking note of a problem this column has long pointed out: Musk repeatedly oversells the current and near-term potential for his automotive autonomy advanced technology.\nJust a day before Thursday’s “AI Day” spectacle,two U.S. senators asked the Federal Trade Commission to investigate both Tesla’s and Musk’s “repeated overstatements of their vehicles’ capabilities”in regards to the marketing of Tesla’s “Full Self Driving” product. Tesla charges thousands of dollars at purchase (or as little as $100 a month) for software that is nowhere near full self-driving, a practice that has already led toa recent review by California Department of Motor Vehiclesanda German ruling that Tesla could not market the product as such.\n“Language matters,” said Selika Talbott, a professorial lecturer in the department of public administration and policy at American University in Washington DC. “The use of this terminology is false and misleading and unsafe for the general public. The notions of assisted driving and autonomous vehicles and their differences are not fully understood by the general public.”\n“Tesla has highly assisted technology in their vehicle, but at no point should anyone behind the wheel think that vehicle can drive itself, because it can’t,” Talbott said.\nThe week began with news of a federal investigation into Tesla’s Autopilot system after cars using the feature crashed into stopped emergency vehicles.The National Highway Traffic Safety Administration is looking into a series of crashesby Tesla cars that had the advanced driver-assistance system enabled. NHTSA said that itopened an inquiry into 11 Tesla crashesthat involved emergency vehicles, while still investigating a series of collisions involving cars enabled with Advanced Driver Assistance Systems (ADAS) and tractor-trailers.\nThe latest outcry on Capitol Hill follows a stream of news reports and/or social media posts and YouTube videos of drivers engaging in extremely risky behavior while testing the so-called self-driving features of their Tesla. In May, Steven Michael Hendrickson,a 35-year-old father of two in Fontana, Calif., died when his Tesla hit an overturned semitruck. Earlier he had posted videos of driving without his hands on the wheel of his car on the freeway, but the NHTSA was still investigating the role of Autopilot in the crash.\n“The vehicles that Tesla is producing are driver-assisted systems,” said Bryan Reimer, a research scientist at the MIT Center for Transportation and Logistics. “They are assisting the driver, and the driver needs to maintain vigilance.”\nIt is important to note the difference between Tesla’s dual products with misleading names. “Autopilot” is an ADAS system, a highly advanced version of cruise control meant for highway driving that enables “your car to steer, accelerate and brake automatically within its lane under your active supervision, assisting with the most burdensome parts of driving,” according to Tesla’s website. Tesla also offers the “FSD” package, now available by a subscription of $99 to $199 a month, which it describes as “access to a suite of more advanced driver assistance features, designed to provide more active guidance and assisted driving under your active supervision.”\nIf only Musk described these systems in a similar manner to the official website. In analyst conference calls and in Tesla’s multi-hour long presentations to its fan base, Musk has been proclaiming that with this software, full autonomy is around the corner.\n“We basically have to solve real-world vision AI and we are,” he said in an earnings call in April. “And the key to solving this is also having some massive data set. So just having well over one million cars on the road that are collecting data… But I am highly confident that we will get this done.”\nBut for all of Musk’s bluster and huge fan base, investors are starting to note that the company’s tactics involving full self-driving technology are dangerous, as opposed to the other companies that are testing autonomous vehicles.\nFor example, Alphabet Inc.’sGOOGGOOGLWaymo, the company with the most hours of autonomous vehicle driving, is currently operating a small scale robotaxi service in parts of Arizona around Phoenix that are not densely populated, without human drivers. It is the only one of its kind in the U.S. In California, Waymo has permits from the DMV to conduct AV testing with a human driver behind the wheel.\n“Waymo cannot just start selling their AVs to anyone, and they can’t just drive them on the roadway, our regulatory system does not allow for that,” Talbott of American University said. “You can test them but no publicly available self-driving car is on the market for purchase because it doesn’t exist.”\nWith FSD testing being done in the real world with untrained drivers, Tesla is conducting the equivalent of clinical trials of a new drug without any professional hourly or daily monitoring of the patient.\n“They are calling it beta, it is a beta system, they are exposing people to substantive risk,” Reimer said.\nMusk’s latest bot is yet another distraction, much like the flame thrower in 2018 sold by his Boring Company, his unwanted assistance to try and help the boys stuck in a cave in Thailand, and other projects. Investors should not let these distractions get in the way of the real issues that Musk seems to be refusing to acknowledge as he continues to oversell his company’s technological abilities.","news_type":1},"isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838242953,"gmtCreate":1629416285872,"gmtModify":1631891055333,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/838242953","repostId":"1177892933","repostType":4,"repost":{"id":"1177892933","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":1629388917,"share":"https://www.laohu8.com/m/news/1177892933?lang=&edition=full","pubTime":"2021-08-20 00:01","market":"us","language":"zh","title":"图森未来大涨超15%，据称又获“牛市女皇”增持","url":"https://stock-news.laohu8.com/highlight/detail?id=1177892933","media":"老虎资讯综合","summary":"周四，图森未来低开高走，股价一路抬升，截至发稿涨幅扩大至15%。\n\n市场消息，“牛市女皇”、ARK基金的创始人凯西·伍德（Catherine Wood）在周三增持图森未来约22.1万股，当日该股收涨2","content":"<p>周四，<a href=\"https://laohu8.com/S/TSP\">图森未来</a>低开高走，股价一路抬升，截至发稿涨幅扩大至15%。</p>\n<p><img src=\"https://static.tigerbbs.com/e1212649a8e8e4b1eda6464876147076\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>市场消息，“牛市女皇”、ARK基金的创始人凯西·伍德（Catherine Wood）在周三增持图森未来约22.1万股，当日该股收涨2.65%。</p>\n<p>业绩方面，2021年第二季度图森未来实现营收148.2万美元，同比增长463.5%，环比上一季度增长57%；净亏损为1.17亿美元，同比扩大316.6%；运营亏损1.21亿美元，同比扩大331.8%。</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>图森未来大涨超15%，据称又获“牛市女皇”增持</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图森未来大涨超15%，据称又获“牛市女皇”增持\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\">2021-08-20 00:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周四，<a href=\"https://laohu8.com/S/TSP\">图森未来</a>低开高走，股价一路抬升，截至发稿涨幅扩大至15%。</p>\n<p><img src=\"https://static.tigerbbs.com/e1212649a8e8e4b1eda6464876147076\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>市场消息，“牛市女皇”、ARK基金的创始人凯西·伍德（Catherine Wood）在周三增持图森未来约22.1万股，当日该股收涨2.65%。</p>\n<p>业绩方面，2021年第二季度图森未来实现营收148.2万美元，同比增长463.5%，环比上一季度增长57%；净亏损为1.17亿美元，同比扩大316.6%；运营亏损1.21亿美元，同比扩大331.8%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3b9accdc5716a7368b1240a904c5b874","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177892933","content_text":"周四，图森未来低开高走，股价一路抬升，截至发稿涨幅扩大至15%。\n\n市场消息，“牛市女皇”、ARK基金的创始人凯西·伍德（Catherine Wood）在周三增持图森未来约22.1万股，当日该股收涨2.65%。\n业绩方面，2021年第二季度图森未来实现营收148.2万美元，同比增长463.5%，环比上一季度增长57%；净亏损为1.17亿美元，同比扩大316.6%；运营亏损1.21亿美元，同比扩大331.8%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":831200148,"gmtCreate":1629327902184,"gmtModify":1631891055347,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831200148","repostId":"1113134950","repostType":4,"repost":{"id":"1113134950","kind":"news","pubTimestamp":1629296107,"share":"https://www.laohu8.com/m/news/1113134950?lang=&edition=full","pubTime":"2021-08-18 22:15","market":"us","language":"zh","title":"研究机构预测特斯拉2022年销量将突破130万辆","url":"https://stock-news.laohu8.com/highlight/detail?id=1113134950","media":"界面新闻","summary":"因深化软件布局，2025年软件业务营收将呈现3倍以上增长。","content":"<div>\n<p>据《香港经济日报》8月18日消息，特斯拉在电动车行业的优势可望进一步扩大，DIGITIMES Research预估2022年特斯拉电动车年销量将突破130万辆，2022年底特斯拉电动车总产能将达200万台。因深化软件布局，2025年软件业务营收将呈现3倍以上增长。</p>\n\n<a href=\"https://www.jiemian.com/article/6497696.html\">Web Link</a>\n\n</div>\n","source":"jm","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>研究机构预测特斯拉2022年销量将突破130万辆</title>\n<style 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}\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研究机构预测特斯拉2022年销量将突破130万辆\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-18 22:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.jiemian.com/article/6497696.html><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据《香港经济日报》8月18日消息，特斯拉在电动车行业的优势可望进一步扩大，DIGITIMES Research预估2022年特斯拉电动车年销量将突破130万辆，2022年底特斯拉电动车总产能将达200万台。因深化软件布局，2025年软件业务营收将呈现3倍以上增长。</p>\n\n<a href=\"https://www.jiemian.com/article/6497696.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/968c7f56416ea450ba452ed25e324d2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.jiemian.com/article/6497696.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113134950","content_text":"据《香港经济日报》8月18日消息，特斯拉在电动车行业的优势可望进一步扩大，DIGITIMES Research预估2022年特斯拉电动车年销量将突破130万辆，2022年底特斯拉电动车总产能将达200万台。因深化软件布局，2025年软件业务营收将呈现3倍以上增长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":833205200,"gmtCreate":1629243561200,"gmtModify":1631891055361,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833205200","repostId":"2160788186","repostType":4,"isVote":1,"tweetType":1,"viewCount":847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":892305260,"gmtCreate":1628637805950,"gmtModify":1631891055371,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892305260","repostId":"1145468197","repostType":4,"repost":{"id":"1145468197","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":1628635945,"share":"https://www.laohu8.com/m/news/1145468197?lang=&edition=full","pubTime":"2021-08-11 06:52","market":"us","language":"zh","title":"Coinbase第二季度净利润16.06亿美元，同比大增49倍","url":"https://stock-news.laohu8.com/highlight/detail?id=1145468197","media":"老虎资讯综合","summary":"8月10日美股盘后，加密货币交易所Coinbase今日公布了该公司的2021财年第二季度财报。报告显示，Coinbase第二季度净营收为20.33亿美元，与上年同期的1.78亿美元相比大幅增长；净利润","content":"<p>8月10日美股盘后，加密货币交易所<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>今日公布了该公司的2021财年第二季度财报。报告显示，Coinbase第二季度净营收为20.33亿美元，与上年同期的1.78亿美元相比大幅增长；净利润为16.06亿美元，与上年同期的3200万美元相比增长49倍；归属于普通股股东的摊薄净利润为15.93亿美元，归属于普通股股东的每股摊薄净利润为6.42美元。</p>\n<p><img src=\"https://static.tigerbbs.com/74fc43e1ca5c47428354d846c5ff107c\" tg-width=\"1041\" tg-height=\"479\" referrerpolicy=\"no-referrer\"></p>\n<p>Coinbase第二季度净营收和每股摊薄收益均超出华尔街分析师此前预期，从而推动其盘后股价上涨近2%。</p>\n<p><img src=\"https://static.tigerbbs.com/0b69dabfb542eb0ade5c26fa871a7a84\" tg-width=\"900\" tg-height=\"819\" referrerpolicy=\"no-referrer\"></p>\n<p><b>主要业绩：</b></p>\n<p>在截至6月30日的这一财季，Coinbase的净利润为16.06亿美元，与上年同期的3200万美元相比增长49倍；归属于普通股股东的摊薄净利润为15.93亿美元，归属于普通股股东的每股摊薄净利润为6.42美元，这一业绩超出分析师预期。据<a href=\"https://laohu8.com/S/YHOO\">雅虎</a>财经频道提供的数据显示，13名分析师此前平均预期Coinbase第二季度每股摊薄收益将达2.24美元。</p>\n<p>Coinbase第二季度净营收为20.33亿美元，与上年同期的1.78亿美元相比大幅增长，也超出分析师预期。据雅虎财经频道提供的数据显示，15名分析师此前平均预期Coinbase第二季度营收将达17.7亿美元。</p>\n<p>按业务部门划分：（1）Coinbase第二季度总交易营收为19.304亿美元，相比之下上年同期为1.719亿美元。其中，来自于散户投资者的净交易营收为18.280亿美元，相比之下上年同期为1.638亿美元；来自于机构投资者的交易营收为1.024亿美元，相比之下上年同期为800万美元。（2）Coinbase第二季度总订阅和服务营收为1.026亿美元，相比之下上年同期为650万美元。其中，托管费营收为3170万美元，相比之下上年同期为310万美元；权益质押营收为3900万美元，相比之下上年同期为270万美元；赢利活动营收为1690万美元，相比之下上年同期为10万美元；利息收入为650万美元，相比之下上年同期为20万美元；其他订阅和服务营收为850万美元，相比之下上年同期为40万美元。</p>\n<p>Coinbase第二季度总运营支出为13.532亿美元，在净营收中所占比例为67%，相比之下上年同期为1.443亿美元，在净营收中所占比例为81%。其中，Coinbase第二季度交易支出为3.354亿美元，在净营收中所占比例为16%，相比之下上年同期为2340万美元，在净营收中所占比例为13%；技术和开发支出为2.915亿美元，在净营收中所占比例为14%，相比之下上年同期为6080万美元，在净营收中所占比例为34%；销售和营销支出为1.957亿美元，在净营收中所占比例为10%，相比之下上年同期为1140万美元，在净营收中所占比例为6%；总务和行政支出为2.482亿美元，在净营收中所占比例为12%，相比之下上年同期为5200万美元，在净营收中所占比例为29%；其他运营支出为2.824亿美元，在净营收中所占比例为14%，相比之下上年同期为-330万美元，在净营收中所占比例为-2%。</p>\n<p>Coinbase第二季度调整后EBITDA（即未计入利息、税项、折旧及摊销的净利润）为11.50亿美元，相比之下上年同期为6100万美元。</p>\n<p>在第二季度中，Coinbase的团队继续大规模扩大，净新增雇员人数超过450万人。截至第二季度末，Coinbase的全职员工总数为2176人。</p>\n<p>截至第二季度末，Coinbase持有的现金和现金等价物约为44亿美元，其中包括与该公司在2021年5月份发行的可转换高级债券相关的14亿美元净收益。</p>\n<p><b>　运营指标：</b></p>\n<p>Coinbase第二季度的已认证用户人数为5600万人。目前已有9000多家机构客户正在继续深化和扩大其在加密经济领域中的活动，还有超过16万个生态系统合作伙伴正在使用Coinbase的加密工具和服务与它们自己的客户进行互动。</p>\n<p>Coinbase第二季度的月度交易用户人数为880万人，相比之下上年同期为150万人，与2021年第一季度相比增长了44%。</p>\n<p>Coinbase第二季度交易量为4620亿美元，相比之下上年同期为280亿美元。其中，散户投资者的交易量为1450亿美元，相比之下上年同期为110亿美元；机构投资者的交易量为3170亿美元，相比之下上年同期为170亿美元。从各种加密资产的交易量来看，Coinbase第二季度的比特币交易量在总交易量中所占比例为24%，相比之下上年同期为57%；以太币交易量在总交易量中所占比例为26%，相比之下上年同期为15%；其他加密资产的交易量在总交易量中所占比例为50%，相比之下上年同期为28%。</p>\n<p>Coinbase第二季度平台上资产总额为1800亿美元，相比之下上年同期为280亿美元。其中，散户投资者的平台上资产为880亿美元，相比之下上年同期为150亿美元；机构投资者的平台上资产为920亿美元，相比之下上年同期为110亿美元。从各种加密资产的平台上资产来看，Coinbase第二季度的比特币平台上资产在总平台上资产中所占比例为47%，相比之下上年同期为64%；以太币平台上资产在总平台上资产中所占比例为24%，相比之下上年同期为12%；其他加密资产的平台上资产在总平台上资产中所占比例为25%，相比之下上年同期为18%。</p>\n<p><b>　业绩展望：</b></p>\n<p>Coinbase表示，7月份散户投资者的月度交易用户人数和总交易量分别为630万人和570亿美元，原因是加密资产价格和加密资产波动性相对于第二季度的水平而言大幅下降。8月份到目前为止，散户投资者的月度交易用户人数和总交易量与7月份的水平相比略有改善，但仍低于今年早些时候的水平。其结果是，该公司认为第三季度散户投资者的月度交易用户人数和总交易量将低于第二季度的水平。</p>\n<p>Coinbase对2021财年月度交易用户人数平均值的三种假设情境作出了更新，目前预计：（1）在较高的假设情境之下，月度交易用户人数的平均值预计将达800万人（相比之下2021财年第一季度时的预期为900万人）；（2）在居中的假设情境之下，月度交易用户人数的平均值预计将达700万人（与2021财年第一季度时的预期相比保持不变）；（3）在较低的假设情境之下，月度交易用户人数的平均值预计将达550万人（与2021财年第一季度时的预期相比保持不变）。</p>","collect":0,"html":"<!DOCTYPE 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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\">2021-08-11 06:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月10日美股盘后，加密货币交易所<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>今日公布了该公司的2021财年第二季度财报。报告显示，Coinbase第二季度净营收为20.33亿美元，与上年同期的1.78亿美元相比大幅增长；净利润为16.06亿美元，与上年同期的3200万美元相比增长49倍；归属于普通股股东的摊薄净利润为15.93亿美元，归属于普通股股东的每股摊薄净利润为6.42美元。</p>\n<p><img src=\"https://static.tigerbbs.com/74fc43e1ca5c47428354d846c5ff107c\" tg-width=\"1041\" tg-height=\"479\" referrerpolicy=\"no-referrer\"></p>\n<p>Coinbase第二季度净营收和每股摊薄收益均超出华尔街分析师此前预期，从而推动其盘后股价上涨近2%。</p>\n<p><img src=\"https://static.tigerbbs.com/0b69dabfb542eb0ade5c26fa871a7a84\" tg-width=\"900\" tg-height=\"819\" referrerpolicy=\"no-referrer\"></p>\n<p><b>主要业绩：</b></p>\n<p>在截至6月30日的这一财季，Coinbase的净利润为16.06亿美元，与上年同期的3200万美元相比增长49倍；归属于普通股股东的摊薄净利润为15.93亿美元，归属于普通股股东的每股摊薄净利润为6.42美元，这一业绩超出分析师预期。据<a href=\"https://laohu8.com/S/YHOO\">雅虎</a>财经频道提供的数据显示，13名分析师此前平均预期Coinbase第二季度每股摊薄收益将达2.24美元。</p>\n<p>Coinbase第二季度净营收为20.33亿美元，与上年同期的1.78亿美元相比大幅增长，也超出分析师预期。据雅虎财经频道提供的数据显示，15名分析师此前平均预期Coinbase第二季度营收将达17.7亿美元。</p>\n<p>按业务部门划分：（1）Coinbase第二季度总交易营收为19.304亿美元，相比之下上年同期为1.719亿美元。其中，来自于散户投资者的净交易营收为18.280亿美元，相比之下上年同期为1.638亿美元；来自于机构投资者的交易营收为1.024亿美元，相比之下上年同期为800万美元。（2）Coinbase第二季度总订阅和服务营收为1.026亿美元，相比之下上年同期为650万美元。其中，托管费营收为3170万美元，相比之下上年同期为310万美元；权益质押营收为3900万美元，相比之下上年同期为270万美元；赢利活动营收为1690万美元，相比之下上年同期为10万美元；利息收入为650万美元，相比之下上年同期为20万美元；其他订阅和服务营收为850万美元，相比之下上年同期为40万美元。</p>\n<p>Coinbase第二季度总运营支出为13.532亿美元，在净营收中所占比例为67%，相比之下上年同期为1.443亿美元，在净营收中所占比例为81%。其中，Coinbase第二季度交易支出为3.354亿美元，在净营收中所占比例为16%，相比之下上年同期为2340万美元，在净营收中所占比例为13%；技术和开发支出为2.915亿美元，在净营收中所占比例为14%，相比之下上年同期为6080万美元，在净营收中所占比例为34%；销售和营销支出为1.957亿美元，在净营收中所占比例为10%，相比之下上年同期为1140万美元，在净营收中所占比例为6%；总务和行政支出为2.482亿美元，在净营收中所占比例为12%，相比之下上年同期为5200万美元，在净营收中所占比例为29%；其他运营支出为2.824亿美元，在净营收中所占比例为14%，相比之下上年同期为-330万美元，在净营收中所占比例为-2%。</p>\n<p>Coinbase第二季度调整后EBITDA（即未计入利息、税项、折旧及摊销的净利润）为11.50亿美元，相比之下上年同期为6100万美元。</p>\n<p>在第二季度中，Coinbase的团队继续大规模扩大，净新增雇员人数超过450万人。截至第二季度末，Coinbase的全职员工总数为2176人。</p>\n<p>截至第二季度末，Coinbase持有的现金和现金等价物约为44亿美元，其中包括与该公司在2021年5月份发行的可转换高级债券相关的14亿美元净收益。</p>\n<p><b>　运营指标：</b></p>\n<p>Coinbase第二季度的已认证用户人数为5600万人。目前已有9000多家机构客户正在继续深化和扩大其在加密经济领域中的活动，还有超过16万个生态系统合作伙伴正在使用Coinbase的加密工具和服务与它们自己的客户进行互动。</p>\n<p>Coinbase第二季度的月度交易用户人数为880万人，相比之下上年同期为150万人，与2021年第一季度相比增长了44%。</p>\n<p>Coinbase第二季度交易量为4620亿美元，相比之下上年同期为280亿美元。其中，散户投资者的交易量为1450亿美元，相比之下上年同期为110亿美元；机构投资者的交易量为3170亿美元，相比之下上年同期为170亿美元。从各种加密资产的交易量来看，Coinbase第二季度的比特币交易量在总交易量中所占比例为24%，相比之下上年同期为57%；以太币交易量在总交易量中所占比例为26%，相比之下上年同期为15%；其他加密资产的交易量在总交易量中所占比例为50%，相比之下上年同期为28%。</p>\n<p>Coinbase第二季度平台上资产总额为1800亿美元，相比之下上年同期为280亿美元。其中，散户投资者的平台上资产为880亿美元，相比之下上年同期为150亿美元；机构投资者的平台上资产为920亿美元，相比之下上年同期为110亿美元。从各种加密资产的平台上资产来看，Coinbase第二季度的比特币平台上资产在总平台上资产中所占比例为47%，相比之下上年同期为64%；以太币平台上资产在总平台上资产中所占比例为24%，相比之下上年同期为12%；其他加密资产的平台上资产在总平台上资产中所占比例为25%，相比之下上年同期为18%。</p>\n<p><b>　业绩展望：</b></p>\n<p>Coinbase表示，7月份散户投资者的月度交易用户人数和总交易量分别为630万人和570亿美元，原因是加密资产价格和加密资产波动性相对于第二季度的水平而言大幅下降。8月份到目前为止，散户投资者的月度交易用户人数和总交易量与7月份的水平相比略有改善，但仍低于今年早些时候的水平。其结果是，该公司认为第三季度散户投资者的月度交易用户人数和总交易量将低于第二季度的水平。</p>\n<p>Coinbase对2021财年月度交易用户人数平均值的三种假设情境作出了更新，目前预计：（1）在较高的假设情境之下，月度交易用户人数的平均值预计将达800万人（相比之下2021财年第一季度时的预期为900万人）；（2）在居中的假设情境之下，月度交易用户人数的平均值预计将达700万人（与2021财年第一季度时的预期相比保持不变）；（3）在较低的假设情境之下，月度交易用户人数的平均值预计将达550万人（与2021财年第一季度时的预期相比保持不变）。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/046f094f74db0c19fa8736257a800fcf","relate_stocks":{"COIN":"Coinbase Global, Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145468197","content_text":"8月10日美股盘后，加密货币交易所Coinbase今日公布了该公司的2021财年第二季度财报。报告显示，Coinbase第二季度净营收为20.33亿美元，与上年同期的1.78亿美元相比大幅增长；净利润为16.06亿美元，与上年同期的3200万美元相比增长49倍；归属于普通股股东的摊薄净利润为15.93亿美元，归属于普通股股东的每股摊薄净利润为6.42美元。\n\nCoinbase第二季度净营收和每股摊薄收益均超出华尔街分析师此前预期，从而推动其盘后股价上涨近2%。\n\n主要业绩：\n在截至6月30日的这一财季，Coinbase的净利润为16.06亿美元，与上年同期的3200万美元相比增长49倍；归属于普通股股东的摊薄净利润为15.93亿美元，归属于普通股股东的每股摊薄净利润为6.42美元，这一业绩超出分析师预期。据雅虎财经频道提供的数据显示，13名分析师此前平均预期Coinbase第二季度每股摊薄收益将达2.24美元。\nCoinbase第二季度净营收为20.33亿美元，与上年同期的1.78亿美元相比大幅增长，也超出分析师预期。据雅虎财经频道提供的数据显示，15名分析师此前平均预期Coinbase第二季度营收将达17.7亿美元。\n按业务部门划分：（1）Coinbase第二季度总交易营收为19.304亿美元，相比之下上年同期为1.719亿美元。其中，来自于散户投资者的净交易营收为18.280亿美元，相比之下上年同期为1.638亿美元；来自于机构投资者的交易营收为1.024亿美元，相比之下上年同期为800万美元。（2）Coinbase第二季度总订阅和服务营收为1.026亿美元，相比之下上年同期为650万美元。其中，托管费营收为3170万美元，相比之下上年同期为310万美元；权益质押营收为3900万美元，相比之下上年同期为270万美元；赢利活动营收为1690万美元，相比之下上年同期为10万美元；利息收入为650万美元，相比之下上年同期为20万美元；其他订阅和服务营收为850万美元，相比之下上年同期为40万美元。\nCoinbase第二季度总运营支出为13.532亿美元，在净营收中所占比例为67%，相比之下上年同期为1.443亿美元，在净营收中所占比例为81%。其中，Coinbase第二季度交易支出为3.354亿美元，在净营收中所占比例为16%，相比之下上年同期为2340万美元，在净营收中所占比例为13%；技术和开发支出为2.915亿美元，在净营收中所占比例为14%，相比之下上年同期为6080万美元，在净营收中所占比例为34%；销售和营销支出为1.957亿美元，在净营收中所占比例为10%，相比之下上年同期为1140万美元，在净营收中所占比例为6%；总务和行政支出为2.482亿美元，在净营收中所占比例为12%，相比之下上年同期为5200万美元，在净营收中所占比例为29%；其他运营支出为2.824亿美元，在净营收中所占比例为14%，相比之下上年同期为-330万美元，在净营收中所占比例为-2%。\nCoinbase第二季度调整后EBITDA（即未计入利息、税项、折旧及摊销的净利润）为11.50亿美元，相比之下上年同期为6100万美元。\n在第二季度中，Coinbase的团队继续大规模扩大，净新增雇员人数超过450万人。截至第二季度末，Coinbase的全职员工总数为2176人。\n截至第二季度末，Coinbase持有的现金和现金等价物约为44亿美元，其中包括与该公司在2021年5月份发行的可转换高级债券相关的14亿美元净收益。\n　运营指标：\nCoinbase第二季度的已认证用户人数为5600万人。目前已有9000多家机构客户正在继续深化和扩大其在加密经济领域中的活动，还有超过16万个生态系统合作伙伴正在使用Coinbase的加密工具和服务与它们自己的客户进行互动。\nCoinbase第二季度的月度交易用户人数为880万人，相比之下上年同期为150万人，与2021年第一季度相比增长了44%。\nCoinbase第二季度交易量为4620亿美元，相比之下上年同期为280亿美元。其中，散户投资者的交易量为1450亿美元，相比之下上年同期为110亿美元；机构投资者的交易量为3170亿美元，相比之下上年同期为170亿美元。从各种加密资产的交易量来看，Coinbase第二季度的比特币交易量在总交易量中所占比例为24%，相比之下上年同期为57%；以太币交易量在总交易量中所占比例为26%，相比之下上年同期为15%；其他加密资产的交易量在总交易量中所占比例为50%，相比之下上年同期为28%。\nCoinbase第二季度平台上资产总额为1800亿美元，相比之下上年同期为280亿美元。其中，散户投资者的平台上资产为880亿美元，相比之下上年同期为150亿美元；机构投资者的平台上资产为920亿美元，相比之下上年同期为110亿美元。从各种加密资产的平台上资产来看，Coinbase第二季度的比特币平台上资产在总平台上资产中所占比例为47%，相比之下上年同期为64%；以太币平台上资产在总平台上资产中所占比例为24%，相比之下上年同期为12%；其他加密资产的平台上资产在总平台上资产中所占比例为25%，相比之下上年同期为18%。\n　业绩展望：\nCoinbase表示，7月份散户投资者的月度交易用户人数和总交易量分别为630万人和570亿美元，原因是加密资产价格和加密资产波动性相对于第二季度的水平而言大幅下降。8月份到目前为止，散户投资者的月度交易用户人数和总交易量与7月份的水平相比略有改善，但仍低于今年早些时候的水平。其结果是，该公司认为第三季度散户投资者的月度交易用户人数和总交易量将低于第二季度的水平。\nCoinbase对2021财年月度交易用户人数平均值的三种假设情境作出了更新，目前预计：（1）在较高的假设情境之下，月度交易用户人数的平均值预计将达800万人（相比之下2021财年第一季度时的预期为900万人）；（2）在居中的假设情境之下，月度交易用户人数的平均值预计将达700万人（与2021财年第一季度时的预期相比保持不变）；（3）在较低的假设情境之下，月度交易用户人数的平均值预计将达550万人（与2021财年第一季度时的预期相比保持不变）。","news_type":1},"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898346939,"gmtCreate":1628475305521,"gmtModify":1631892870047,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898346939","repostId":"1124271478","repostType":4,"repost":{"id":"1124271478","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":1628474745,"share":"https://www.laohu8.com/m/news/1124271478?lang=&edition=full","pubTime":"2021-08-09 10:05","market":"hk","language":"zh","title":"港股内房股走强，绿城中国、万科企业涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1124271478","media":"老虎资讯综合","summary":"8月9日，港股内房股走强，绿城中国、万科企业涨超5%，新城发展涨4.7%，融创中国、碧桂园、中国恒大涨超3%。\n摩根士丹利此前发布研报称，预计上半年内房收入将平均升15.1%，中期每股派息将有稳定增长","content":"<p>8月9日，港股内房股走强，<a href=\"https://laohu8.com/S/03900\">绿城中国</a>、<a href=\"https://laohu8.com/S/02202\">万科企业</a>涨超5%，<a href=\"https://laohu8.com/S/01030\">新城发展</a>涨4.7%，<a href=\"https://laohu8.com/S/01918\">融创中国</a>、<a href=\"https://laohu8.com/S/02007\">碧桂园</a>、<a href=\"https://laohu8.com/S/03333\">中国恒大</a>涨超3%。</p>\n<p>摩根士丹利此前发布研报称，预计上半年内房收入将平均升15.1%，中期每股派息将有稳定增长或派息比率稳定。该行估计所覆盖的内房核心盈利增长将出现分化，部分房企会表现较弱，核心盈利及毛利率或下跌。 该行认为，行业估值已在底部，展望下半年要留意土地市场有没有冷却以及流动性是否有改善，相信具盈利可见性的有质素内房股将跑赢行业。</p>\n<p><img src=\"https://static.tigerbbs.com/9aadf0646ba2195812b26cd544fd6057\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>港股内房股走强，绿城中国、万科企业涨超5%</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港股内房股走强，绿城中国、万科企业涨超5%\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\">2021-08-09 10:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月9日，港股内房股走强，<a href=\"https://laohu8.com/S/03900\">绿城中国</a>、<a href=\"https://laohu8.com/S/02202\">万科企业</a>涨超5%，<a href=\"https://laohu8.com/S/01030\">新城发展</a>涨4.7%，<a href=\"https://laohu8.com/S/01918\">融创中国</a>、<a href=\"https://laohu8.com/S/02007\">碧桂园</a>、<a href=\"https://laohu8.com/S/03333\">中国恒大</a>涨超3%。</p>\n<p>摩根士丹利此前发布研报称，预计上半年内房收入将平均升15.1%，中期每股派息将有稳定增长或派息比率稳定。该行估计所覆盖的内房核心盈利增长将出现分化，部分房企会表现较弱，核心盈利及毛利率或下跌。 该行认为，行业估值已在底部，展望下半年要留意土地市场有没有冷却以及流动性是否有改善，相信具盈利可见性的有质素内房股将跑赢行业。</p>\n<p><img src=\"https://static.tigerbbs.com/9aadf0646ba2195812b26cd544fd6057\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7aa2149ef8a80f77e2806ac3e2644925","relate_stocks":{"03900":"绿城中国","02007":"碧桂园","03333":"中国恒大","02202":"万科企业"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124271478","content_text":"8月9日，港股内房股走强，绿城中国、万科企业涨超5%，新城发展涨4.7%，融创中国、碧桂园、中国恒大涨超3%。\n摩根士丹利此前发布研报称，预计上半年内房收入将平均升15.1%，中期每股派息将有稳定增长或派息比率稳定。该行估计所覆盖的内房核心盈利增长将出现分化，部分房企会表现较弱，核心盈利及毛利率或下跌。 该行认为，行业估值已在底部，展望下半年要留意土地市场有没有冷却以及流动性是否有改善，相信具盈利可见性的有质素内房股将跑赢行业。","news_type":1},"isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":893411960,"gmtCreate":1628295057450,"gmtModify":1631892870053,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893411960","repostId":"1109654183","repostType":4,"repost":{"id":"1109654183","kind":"news","pubTimestamp":1628258568,"share":"https://www.laohu8.com/m/news/1109654183?lang=&edition=full","pubTime":"2021-08-06 22:02","market":"us","language":"zh","title":"阿里这份财报，其实很有含金量","url":"https://stock-news.laohu8.com/highlight/detail?id=1109654183","media":"雷锋网","summary":"阿里的“低迷”和“失速”，其实并不成立。当前的增速于它而言，已经是大象起舞了。","content":"<p>作者 | 胡喆</p>\n<p>阿里的“低迷”和“失速”，其实并不成立。当前的增速于它而言，已经是大象起舞了。</p>\n<p>阿里发财报了，这是互联网行业最近经历风波后的第一份财报。尽管财报的不少指标看起来算不上漂亮，但阿里的财报本身，无疑是观察行业发展最好的窗口之一。</p>\n<p><b>怎么算账</b></p>\n<p>8月3日，阿里巴巴拿出的是一份利润缩水的财报，在实现营业收入2057.4亿元，同比增长33.8%的同时，其净利润为428.35亿元，同比下滑7.76%。</p>\n<p>当然也有人算过一笔账，如果从2057.40亿元的总营收中剔除高鑫零售相关部分，那么1873.06亿元的营收与2019年同期相比，年复合增长率也有约27.66%，而二位数增长对于阿里这个体量的企业来说，并不是一份很糟糕的成绩单。</p>\n<p>本季度，阿里董事会还授权将股份回购计划总额从100亿美元增至 150亿美元，以约36.80亿美元回购了约1810万股美国存托股（约合1.445 亿股普通股），这是阿里史上力度最大的回购。</p>\n<p>甚至有人总结说，这是目前为止中国企业史上力度最大的回购。</p>\n<p>不管是反映管理层的信心也好，还是为了救市也罢，这次回购都是要拿出真金白银的，而从效果看来，这笔钱没有白花。</p>\n<p>阿里财报难读，难处在于阿里业务复杂，没有什么参照系。</p>\n<p>拼多多、美团这些企业，都可能在某个单点指标上超过阿里，但是因为在综合性上相差悬殊，所以可比性并不是很强，最多是在单一赛道里可以比一比。</p>\n<p>如果非要比，只能把阿里和腾讯比。虽然腾讯还没有公布这季度的财报，但腾讯从2019年q1到2021年q1的年复合增长率的平均数是25.82%，和我们前面算过的阿里的27.66%相当接近，所以总体来说，说阿里“全面低迷”、“失速”之类的，是并不成立的，这个增速对于阿里而言，已经是“大象起舞”了。</p>\n<p><img src=\"https://static.tigerbbs.com/b65fc9253ff1832672bfe44b6f45848b\" tg-width=\"550\" tg-height=\"486\" referrerpolicy=\"no-referrer\"></p>\n<p>总体来说，多点发力已经取得了不错的成绩，从阿里的总盘子来看，由淘系、新零售、菜鸟、本地生活、跨境批发和零售等共同构成的“核心商业”收入占比87%，云计算、DME等也有所贡献，商业仍然是阿里的基本盘，基本盘但多引擎发展的布局，已经初见成效。</p>\n<p><b>用户增长</b></p>\n<p>随着中国电商产业的发展成熟，活跃消费者的规模增长必然放缓。但阿里仍然交出了一张不错的答卷——截至2021年6月底，阿里巴巴生态全球年度活跃消费者达到11.8亿，较上一季度增加4500万。</p>\n<p>这11.8亿消费者里中，有9.12亿来自中国市场，既包括中国零售平台的线上消费者，也包括生活服务、数字媒体和娱乐等平台上购买商品和服务的消费者。而 Lazada、速卖通、Trendyol及Daraz服务了2.65 亿海外消费者。</p>\n<p><img src=\"https://static.tigerbbs.com/884ac37ec9766390481e7cac1c541672\" tg-width=\"351\" tg-height=\"630\" referrerpolicy=\"no-referrer\"></p>\n<p>面对拼多多的咄咄逼人，阿里祭出了淘特针锋相对。此前很多人不看好淘特，认为淘宝无法复制拼多多的低价基因，而如果复制了则意味着淘特无利可图。但事实证明，淘特的供给逻辑确实有别于拼多多，起劲儿和后劲儿更猛。淘特的年度活跃消费者增长至超过1.9亿，单从规模来说已达到拼多多的23%。考虑到淘特成立才一年多，这个起势的速度不可谓不快。</p>\n<p>而在用户增长速度上说，淘特单季度新增的活跃消费者达到4000万，已经超过拼多多的3540万，这是淘宝在单一赛道增速上首次压制狂飙突进的拼多多。</p>\n<p>2019年，阿里急需一款能打的产品在下沉市场打开局面，淘特果断抓住了这个机会。淘特和1688同属于B系事业群，阿里最大限度地发挥了它整合B端和C端业务的能力，让“工厂直供”的模式在满足下沉市场消费需求的同时，能够保障质量和用户体验。2019年，淘特业务增长迅猛，年活跃买家数到当年底就上涨到1亿，最新数据则是超过1.9亿，两年两次200%的成长。</p>\n<p>另一个大家关注较少的其实是闲鱼业务，这其实也是一个亿级模块。闲鱼主打二手消费，提供各种闲置、回收、翻新、租赁和复古产品。根据财报披露的数据，今年二季度末，闲鱼的移动月活用户也超过了1亿，成为阿里电商非常活跃的一个新兴板块。</p>\n<p>闲鱼的历史可以追溯到2013年下半年，</p>\n<p>产品原型方案叫作“趣换”。然而在产品模型推演完成后，并没有考虑好这个产品模型应该承载什么业务。逍遥子提出，阿里的电商业务太多了，“趣换”可以试试社区模式。</p>\n<p>于是经过3个月，团队终于做出了一个简陋的二手交易平台，取名为“闲鱼”，2014年6月，闲鱼正式上线运行。</p>\n<p>2016年3月，《闲鱼社区公约》出台，作为买卖双方的行为规范。接着，闲鱼小法庭成立，由高信用的用户担任评审员，每天处理上千起纠纷。这些都是处理论坛纠纷的手段。8月，闲鱼推出了“闲鱼号”，除了需要实名认证，闲鱼号还以个人主页的形式呈现，用户之间可以相互关注，类似贴吧的个人主页……可以说把社区玩到了极致。</p>\n<p>另外值得一提的还有闲鱼与淘宝的互动。此前淘宝直播可以同步到闲鱼直播，每一场直播可以同时获得在微博、淘宝、闲鱼 3 个平台的流量。淘宝、天猫将在业务中引入闲置资源循环利用的场景，闲鱼全面为淘宝、天猫用户提供以旧换新服务；支付宝和芝麻信用将为闲鱼提供更深入的信用和支付金融服务，闲鱼将开发支付宝小程序，为支付宝用户提供闲置资源循环服务，并在租房租赁领域展开业务整合。</p>\n<p><img src=\"https://static.tigerbbs.com/67dea968778659cfc8a57a0eabf82c76\" tg-width=\"550\" tg-height=\"275\" referrerpolicy=\"no-referrer\"></p>\n<p>阿里用内部资源孵化的项目不计其数，但闲鱼抓住了每次被浇灌的机会，更重要的是，在左林右狸频道看来，闲鱼是真正尊重社区逻辑而发展起来的业务，而不是名为社区实为电商的伪社区，这和逍遥子的初衷吻合，而如果给闲鱼过早背上电商KPI，可能闲鱼已经挂掉了。</p>\n<p>现在，闲鱼是一个年轻人集聚的平台，95后用户占比超过35%。拥有“年轻人”和“二手交易”两张王牌，闲鱼又入局潮流市场。前不久，闲鱼上线“闲鱼潮社”板块，除整合二手潮品售卖信息之外，还提供了潮鞋回收、专业鉴定、洗护保养等服务，以规范二手交易。此外，闲鱼还启动了“潮有引力”计划，邀请潮流行业相关人士、买手、爱好者入驻。这些动作都提高了阿里电商的用户黏性，强化了阿里对于年轻用户的吸引力。甚至有人说，对于年轻人来说，闲鱼就是下一个B站，那些B站Up主晒出的生活方式，很多都和在闲鱼上淘来的东西有关。</p>\n<p>除了淘特和闲鱼是两个突出亮点外，值得期待的是阿里和腾讯体系的互相开放，有人或许理解为这是监管倒逼的结果。但从事实上看，两大体系的核心业务，也就是腾讯的社交和阿里的电商，都已做到极致，都已经把自己业务能服务的地方的用户吸引充分了，在这种情况下的开放虽然肯定有很多彼此提防的地方，但毕竟意味着中国两大十亿级用户体系的互联网经济体之间的破冰，实在是值得期待。</p>\n<p><b>承压</b></p>\n<p>某种意义上来说，淘特业务和闲鱼业务都属于阿里的防守型业务，前者是为了防御拼多多在下沉市场的犀利进攻，避免这个有大量增量空间的业务被拼多多完全占据，后者是挖掘阿里的流量潜力并保持对年轻人的黏性，等于为未来储备增量。</p>\n<p>而截然不同的，本地生活和社区团购两个战场，是阿里要打出去的进攻型业务。</p>\n<p>本地生活服务方面，阿里本季度收入同比增长23%至87.57亿元，饿了么在本季度内，订单量同比增长超过50%。</p>\n<p>但是，尽管保持了50%的增幅，饿了么与美团的差距还是依然存在。。以上个财季的数据来看，美团总营收达370亿元，其中餐饮外卖营收为205.8亿元，相当于2-3个饿了么的体量，而且，除疫情影响的季度外，美团外卖的同比增幅都超过35%，由于其基数大，所以实际增量也远大于饿了么。</p>\n<p>因此，今年7月初，阿里巴巴宣布组织架构升级，将基于地理位置服务的三大业务，即高德、本地生活和飞猪，组成生活服务板块，被外界认为是阿里对抗美团的主战场。</p>\n<p>阿里在本地生活方面的问题，我们已经总结许多。我们的结论是，核心问题不是阿里没有足够的资源，对于这样的业务，升级为生活服务板块重装出击，足见阿里的决心。</p>\n<p>而社区电商虽然对于阿里是一个补充，但社区电商模式的高下沉能力和与高成本、高举高打的盒马的相互补充，才是阿里在整个泛生鲜市场的完整布局，所以社区电商业务，阿里虽然动得不算早，但战略优先级不低。</p>\n<p>今年3月1日，阿里巴巴正式成立MMC事业群，内部人士戏称其为“买买菜”，主要聚焦社区电商业务，整合了零售通的社区团购业务和盒马集市业务，再由整个MBC板块统筹B类事业群和盒马事业群，同时还兼顾阿里集团涉农业务。这与社区电商的本质中有一大部分是农产品上行，而拼多多的核心优势就是农产品上行，都不无关系。所以mmc和拼多多还有一个农业战场，拼多多有一定的优势，MMC如何破局尚待观察。</p>\n<p>话说阿里这样的企业，最大的特点就是底蕴深，虽然近年来在不少赛道，如文娱、本地生活都铩羽而归，但依然能腾出手来开拓新赛道，还依然能在上述战线排兵布阵，摆出俞永福、戴珊乃至杨磊这样的后备干部，的确说明了“old money”的底蕴，只要阿里还有一颗追求增长的心，人才绝非问题。</p>\n<p><b>结尾</b></p>\n<p>也许有人问为何不谈阿里云业务，毕竟这块toB业务是阿里最大、最新的成就之一，尽管因为失去了字节在海外的云业务出现一些起伏，但阿里在全球云计算市场的份额还是非常稳，而且云钉一体后，阿里在SaaS市场也将有大有作为，阿里云上市只是时间问题，但当下绝不是个最好的时间窗口。</p>\n<p>本次财报中，阿里跨境零售Q1的收入为108亿元，同比增长54%，在此驱动之下，菜鸟物流服务表现也亮眼，收入116亿元，同比增长超过50%，成为财报里一个很重要的看点。</p>\n<p>雷锋网认为，阿里云和菜鸟恰好是阿里基础能力建设一虚一实两个世界的镜像，而两者已经具备了横跨虚实世界成为阿里整个生态底层的能力，除了云计算的无远弗届外，菜鸟网络的跨境物流合作伙伴数量有89家，物流覆盖能力可达至全球224个国家/地区，菜鸟物流的便捷又可反哺境外电商Lazada、速卖通、还有天猫的国际销售，销售和物流相辅相成。这些业务都增加了阿里的整体竞争力。而不管具体赛道的强或弱，阿里在基础建设端的宽度和厚度，以及整体战略的领先性都是一流的，只要它还有一颗当冠军的心，那它就不会轻易倒下。</p>\n<p>在7月张勇致股东的信里，明确提出了阿里在下一阶段的愿景，做一家消费互联网和产业互联网结合得更好的公司。从这一季的财报来看，阿里的业务在坚定地执行这一战略，阿里选择的赛道，其实和互联网服务实体经济的大方向是高度契合的，这样的格局感和执行力，意味着阿里能够不为短期因素干扰，持续追求长期价值。这样的公司，对于投资者来说，无疑还是一家好公司。</p>","source":"lfw","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 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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阿里这份财报，其实很有含金量\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-06 22:02 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/54GX2DrRpSwLHDALOzz_2Q><strong>雷锋网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 | 胡喆\n阿里的“低迷”和“失速”，其实并不成立。当前的增速于它而言，已经是大象起舞了。\n阿里发财报了，这是互联网行业最近经历风波后的第一份财报。尽管财报的不少指标看起来算不上漂亮，但阿里的财报本身，无疑是观察行业发展最好的窗口之一。\n怎么算账\n8月3日，阿里巴巴拿出的是一份利润缩水的财报，在实现营业收入2057.4亿元，同比增长33.8%的同时，其净利润为428.35亿元，同比下滑...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/54GX2DrRpSwLHDALOzz_2Q\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/182898948da406d6e28326b4262d6694","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://mp.weixin.qq.com/s/54GX2DrRpSwLHDALOzz_2Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109654183","content_text":"作者 | 胡喆\n阿里的“低迷”和“失速”，其实并不成立。当前的增速于它而言，已经是大象起舞了。\n阿里发财报了，这是互联网行业最近经历风波后的第一份财报。尽管财报的不少指标看起来算不上漂亮，但阿里的财报本身，无疑是观察行业发展最好的窗口之一。\n怎么算账\n8月3日，阿里巴巴拿出的是一份利润缩水的财报，在实现营业收入2057.4亿元，同比增长33.8%的同时，其净利润为428.35亿元，同比下滑7.76%。\n当然也有人算过一笔账，如果从2057.40亿元的总营收中剔除高鑫零售相关部分，那么1873.06亿元的营收与2019年同期相比，年复合增长率也有约27.66%，而二位数增长对于阿里这个体量的企业来说，并不是一份很糟糕的成绩单。\n本季度，阿里董事会还授权将股份回购计划总额从100亿美元增至 150亿美元，以约36.80亿美元回购了约1810万股美国存托股（约合1.445 亿股普通股），这是阿里史上力度最大的回购。\n甚至有人总结说，这是目前为止中国企业史上力度最大的回购。\n不管是反映管理层的信心也好，还是为了救市也罢，这次回购都是要拿出真金白银的，而从效果看来，这笔钱没有白花。\n阿里财报难读，难处在于阿里业务复杂，没有什么参照系。\n拼多多、美团这些企业，都可能在某个单点指标上超过阿里，但是因为在综合性上相差悬殊，所以可比性并不是很强，最多是在单一赛道里可以比一比。\n如果非要比，只能把阿里和腾讯比。虽然腾讯还没有公布这季度的财报，但腾讯从2019年q1到2021年q1的年复合增长率的平均数是25.82%，和我们前面算过的阿里的27.66%相当接近，所以总体来说，说阿里“全面低迷”、“失速”之类的，是并不成立的，这个增速对于阿里而言，已经是“大象起舞”了。\n\n总体来说，多点发力已经取得了不错的成绩，从阿里的总盘子来看，由淘系、新零售、菜鸟、本地生活、跨境批发和零售等共同构成的“核心商业”收入占比87%，云计算、DME等也有所贡献，商业仍然是阿里的基本盘，基本盘但多引擎发展的布局，已经初见成效。\n用户增长\n随着中国电商产业的发展成熟，活跃消费者的规模增长必然放缓。但阿里仍然交出了一张不错的答卷——截至2021年6月底，阿里巴巴生态全球年度活跃消费者达到11.8亿，较上一季度增加4500万。\n这11.8亿消费者里中，有9.12亿来自中国市场，既包括中国零售平台的线上消费者，也包括生活服务、数字媒体和娱乐等平台上购买商品和服务的消费者。而 Lazada、速卖通、Trendyol及Daraz服务了2.65 亿海外消费者。\n\n面对拼多多的咄咄逼人，阿里祭出了淘特针锋相对。此前很多人不看好淘特，认为淘宝无法复制拼多多的低价基因，而如果复制了则意味着淘特无利可图。但事实证明，淘特的供给逻辑确实有别于拼多多，起劲儿和后劲儿更猛。淘特的年度活跃消费者增长至超过1.9亿，单从规模来说已达到拼多多的23%。考虑到淘特成立才一年多，这个起势的速度不可谓不快。\n而在用户增长速度上说，淘特单季度新增的活跃消费者达到4000万，已经超过拼多多的3540万，这是淘宝在单一赛道增速上首次压制狂飙突进的拼多多。\n2019年，阿里急需一款能打的产品在下沉市场打开局面，淘特果断抓住了这个机会。淘特和1688同属于B系事业群，阿里最大限度地发挥了它整合B端和C端业务的能力，让“工厂直供”的模式在满足下沉市场消费需求的同时，能够保障质量和用户体验。2019年，淘特业务增长迅猛，年活跃买家数到当年底就上涨到1亿，最新数据则是超过1.9亿，两年两次200%的成长。\n另一个大家关注较少的其实是闲鱼业务，这其实也是一个亿级模块。闲鱼主打二手消费，提供各种闲置、回收、翻新、租赁和复古产品。根据财报披露的数据，今年二季度末，闲鱼的移动月活用户也超过了1亿，成为阿里电商非常活跃的一个新兴板块。\n闲鱼的历史可以追溯到2013年下半年，\n产品原型方案叫作“趣换”。然而在产品模型推演完成后，并没有考虑好这个产品模型应该承载什么业务。逍遥子提出，阿里的电商业务太多了，“趣换”可以试试社区模式。\n于是经过3个月，团队终于做出了一个简陋的二手交易平台，取名为“闲鱼”，2014年6月，闲鱼正式上线运行。\n2016年3月，《闲鱼社区公约》出台，作为买卖双方的行为规范。接着，闲鱼小法庭成立，由高信用的用户担任评审员，每天处理上千起纠纷。这些都是处理论坛纠纷的手段。8月，闲鱼推出了“闲鱼号”，除了需要实名认证，闲鱼号还以个人主页的形式呈现，用户之间可以相互关注，类似贴吧的个人主页……可以说把社区玩到了极致。\n另外值得一提的还有闲鱼与淘宝的互动。此前淘宝直播可以同步到闲鱼直播，每一场直播可以同时获得在微博、淘宝、闲鱼 3 个平台的流量。淘宝、天猫将在业务中引入闲置资源循环利用的场景，闲鱼全面为淘宝、天猫用户提供以旧换新服务；支付宝和芝麻信用将为闲鱼提供更深入的信用和支付金融服务，闲鱼将开发支付宝小程序，为支付宝用户提供闲置资源循环服务，并在租房租赁领域展开业务整合。\n\n阿里用内部资源孵化的项目不计其数，但闲鱼抓住了每次被浇灌的机会，更重要的是，在左林右狸频道看来，闲鱼是真正尊重社区逻辑而发展起来的业务，而不是名为社区实为电商的伪社区，这和逍遥子的初衷吻合，而如果给闲鱼过早背上电商KPI，可能闲鱼已经挂掉了。\n现在，闲鱼是一个年轻人集聚的平台，95后用户占比超过35%。拥有“年轻人”和“二手交易”两张王牌，闲鱼又入局潮流市场。前不久，闲鱼上线“闲鱼潮社”板块，除整合二手潮品售卖信息之外，还提供了潮鞋回收、专业鉴定、洗护保养等服务，以规范二手交易。此外，闲鱼还启动了“潮有引力”计划，邀请潮流行业相关人士、买手、爱好者入驻。这些动作都提高了阿里电商的用户黏性，强化了阿里对于年轻用户的吸引力。甚至有人说，对于年轻人来说，闲鱼就是下一个B站，那些B站Up主晒出的生活方式，很多都和在闲鱼上淘来的东西有关。\n除了淘特和闲鱼是两个突出亮点外，值得期待的是阿里和腾讯体系的互相开放，有人或许理解为这是监管倒逼的结果。但从事实上看，两大体系的核心业务，也就是腾讯的社交和阿里的电商，都已做到极致，都已经把自己业务能服务的地方的用户吸引充分了，在这种情况下的开放虽然肯定有很多彼此提防的地方，但毕竟意味着中国两大十亿级用户体系的互联网经济体之间的破冰，实在是值得期待。\n承压\n某种意义上来说，淘特业务和闲鱼业务都属于阿里的防守型业务，前者是为了防御拼多多在下沉市场的犀利进攻，避免这个有大量增量空间的业务被拼多多完全占据，后者是挖掘阿里的流量潜力并保持对年轻人的黏性，等于为未来储备增量。\n而截然不同的，本地生活和社区团购两个战场，是阿里要打出去的进攻型业务。\n本地生活服务方面，阿里本季度收入同比增长23%至87.57亿元，饿了么在本季度内，订单量同比增长超过50%。\n但是，尽管保持了50%的增幅，饿了么与美团的差距还是依然存在。。以上个财季的数据来看，美团总营收达370亿元，其中餐饮外卖营收为205.8亿元，相当于2-3个饿了么的体量，而且，除疫情影响的季度外，美团外卖的同比增幅都超过35%，由于其基数大，所以实际增量也远大于饿了么。\n因此，今年7月初，阿里巴巴宣布组织架构升级，将基于地理位置服务的三大业务，即高德、本地生活和飞猪，组成生活服务板块，被外界认为是阿里对抗美团的主战场。\n阿里在本地生活方面的问题，我们已经总结许多。我们的结论是，核心问题不是阿里没有足够的资源，对于这样的业务，升级为生活服务板块重装出击，足见阿里的决心。\n而社区电商虽然对于阿里是一个补充，但社区电商模式的高下沉能力和与高成本、高举高打的盒马的相互补充，才是阿里在整个泛生鲜市场的完整布局，所以社区电商业务，阿里虽然动得不算早，但战略优先级不低。\n今年3月1日，阿里巴巴正式成立MMC事业群，内部人士戏称其为“买买菜”，主要聚焦社区电商业务，整合了零售通的社区团购业务和盒马集市业务，再由整个MBC板块统筹B类事业群和盒马事业群，同时还兼顾阿里集团涉农业务。这与社区电商的本质中有一大部分是农产品上行，而拼多多的核心优势就是农产品上行，都不无关系。所以mmc和拼多多还有一个农业战场，拼多多有一定的优势，MMC如何破局尚待观察。\n话说阿里这样的企业，最大的特点就是底蕴深，虽然近年来在不少赛道，如文娱、本地生活都铩羽而归，但依然能腾出手来开拓新赛道，还依然能在上述战线排兵布阵，摆出俞永福、戴珊乃至杨磊这样的后备干部，的确说明了“old money”的底蕴，只要阿里还有一颗追求增长的心，人才绝非问题。\n结尾\n也许有人问为何不谈阿里云业务，毕竟这块toB业务是阿里最大、最新的成就之一，尽管因为失去了字节在海外的云业务出现一些起伏，但阿里在全球云计算市场的份额还是非常稳，而且云钉一体后，阿里在SaaS市场也将有大有作为，阿里云上市只是时间问题，但当下绝不是个最好的时间窗口。\n本次财报中，阿里跨境零售Q1的收入为108亿元，同比增长54%，在此驱动之下，菜鸟物流服务表现也亮眼，收入116亿元，同比增长超过50%，成为财报里一个很重要的看点。\n雷锋网认为，阿里云和菜鸟恰好是阿里基础能力建设一虚一实两个世界的镜像，而两者已经具备了横跨虚实世界成为阿里整个生态底层的能力，除了云计算的无远弗届外，菜鸟网络的跨境物流合作伙伴数量有89家，物流覆盖能力可达至全球224个国家/地区，菜鸟物流的便捷又可反哺境外电商Lazada、速卖通、还有天猫的国际销售，销售和物流相辅相成。这些业务都增加了阿里的整体竞争力。而不管具体赛道的强或弱，阿里在基础建设端的宽度和厚度，以及整体战略的领先性都是一流的，只要它还有一颗当冠军的心，那它就不会轻易倒下。\n在7月张勇致股东的信里，明确提出了阿里在下一阶段的愿景，做一家消费互联网和产业互联网结合得更好的公司。从这一季的财报来看，阿里的业务在坚定地执行这一战略，阿里选择的赛道，其实和互联网服务实体经济的大方向是高度契合的，这样的格局感和执行力，意味着阿里能够不为短期因素干扰，持续追求长期价值。这样的公司，对于投资者来说，无疑还是一家好公司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":893419097,"gmtCreate":1628294947119,"gmtModify":1631892870053,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/893419097","repostId":"1190418068","repostType":4,"repost":{"id":"1190418068","kind":"news","pubTimestamp":1628267438,"share":"https://www.laohu8.com/m/news/1190418068?lang=&edition=full","pubTime":"2021-08-07 00:30","market":"hk","language":"zh","title":"SOHO中国：黑石236亿港元收购案获市场监管总局审查","url":"https://stock-news.laohu8.com/highlight/detail?id=1190418068","media":"澎湃新闻","summary":"黑石集团以5港元/股的价格，总共收购SOHO中国约28.56亿股股份。","content":"<div>\n<p>记者 李晓青\nSOHO中国和黑石集团的一笔236亿港元的交易，获得了市场监管总局正式立案审查。\n8月6日晚间，SOHO中国有限公司及Two Cities Master Holdings II Limited（要约方）联合发布公告，SOHO中国与要约方联合刊发日期为2021年6月16日的公告，内容有关高盛（亚洲）有限责任公司代表要约方作出附先决条件自愿性有条件现金要约以收购SOHO中国全部已发行股份...</p>\n\n<a href=\"https://www.thepaper.cn/newsDetail_forward_13924329\">Web Link</a>\n\n</div>\n","source":"pengpai_highlight","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>SOHO中国：黑石236亿港元收购案获市场监管总局审查</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\">\nSOHO中国：黑石236亿港元收购案获市场监管总局审查\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-07 00:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.thepaper.cn/newsDetail_forward_13924329><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>记者 李晓青\nSOHO中国和黑石集团的一笔236亿港元的交易，获得了市场监管总局正式立案审查。\n8月6日晚间，SOHO中国有限公司及Two Cities Master Holdings II Limited（要约方）联合发布公告，SOHO中国与要约方联合刊发日期为2021年6月16日的公告，内容有关高盛（亚洲）有限责任公司代表要约方作出附先决条件自愿性有条件现金要约以收购SOHO中国全部已发行股份...</p>\n\n<a href=\"https://www.thepaper.cn/newsDetail_forward_13924329\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b062bbd85848c3ea66f8fca10f2c9937","relate_stocks":{"BX":"黑石","00410":"SOHO中国"},"source_url":"https://www.thepaper.cn/newsDetail_forward_13924329","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190418068","content_text":"记者 李晓青\nSOHO中国和黑石集团的一笔236亿港元的交易，获得了市场监管总局正式立案审查。\n8月6日晚间，SOHO中国有限公司及Two Cities Master Holdings II Limited（要约方）联合发布公告，SOHO中国与要约方联合刊发日期为2021年6月16日的公告，内容有关高盛（亚洲）有限责任公司代表要约方作出附先决条件自愿性有条件现金要约以收购SOHO中国全部已发行股份；及SOHO中国与要约方联合刊发日期为2021年7月6日的公告，内容有关延迟寄发综合文件。\nSOHO中国称，自联合公告发出后，要约方已向中国国家市场监管总局提交并购审查申报相关文件及材料。自延迟寄发公告发出后，要约方已提供进一步文件及材料，以回应监管机构关于补充额外信息的要求。\n2021年8月3日，要约方收到中国国家市场监管总局于2021年8月2日签发的通知，对要约方根据《中国反垄断法》提交的申报正式立案审查。尽管该申报已获正式立案，要约方及SOHO中国仍可能被要求提供进一步信息及材料供监管机构审查。截至目前，没有任何先决条件已获达成。\n在此前的6月16日，SOHO中国公告，高盛代表黑石集团以5港元/股的价格，总共收购SOHO中国约28.56亿股股份，交易价格约236.57亿港元。每股收购的价格较最后交易日的收盘价3.8港元/股溢价约31.6%。\n交易完成后，SOHO中国现有控股股东将保留9%的股权，SOHO中国将继续在香港证券交易所上市。\nSOHO中国在公告中表示，黑石集团计划维持SOHO中国现有的主营业务和管理层，并计划在适当的情况下利用公司的资源在中国进行扩张。要约完成后，黑石集团计划对公司进行详细的战略审查，以制定公司未来业务发展的业务计划和战略，并确定为优化和合理化公司的业务活动和资产组合而采取的适当或可取的措施。\nSOHO中国2020年的年报数据显示，公司实现营业收入约21.92亿元，同比增长约19%。其中，租金收入15.37亿元，同比下降16%，出售物业收入6.54亿元。税前利润约16亿元，同比下降约17%；毛利13.9亿元，同比减少7.9%；净利润5.43亿元，同比减少58.8%；净资产负债率约为43%，平均借贷成本约4.7%，总资产约707.04亿元，总负债约331.57亿元。\n截至今日收盘，SOHO中国报3.22港元/股，涨幅1.26%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":802288822,"gmtCreate":1627782818366,"gmtModify":1631892870069,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"[笑哭]&nbsp;","listText":"[笑哭]&nbsp;","text":"[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/802288822","repostId":"2155572168","repostType":4,"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":187905614,"gmtCreate":1623733142138,"gmtModify":1634029382925,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/187905614","repostId":"1109511555","repostType":4,"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808505708,"gmtCreate":1627600145804,"gmtModify":1631892870088,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/808505708","repostId":"1120419201","repostType":4,"repost":{"id":"1120419201","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":1627571750,"share":"https://www.laohu8.com/m/news/1120419201?lang=&edition=full","pubTime":"2021-07-29 23:15","market":"us","language":"zh","title":"AMD股价续创历史新高，绩后两日涨幅累计超13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1120419201","media":"老虎资讯综合","summary":"7月29日，AMD涨超5%，报103美元，股价续创历史新高，绩后两日涨幅累计超13%，第二季度营收38.5亿美元，净利润7亿美元，同比大涨352%。\n\n有分析师认为AMD处在50多年来最有利的发展阶段","content":"<p>7月29日，<a href=\"https://laohu8.com/S/AMD\">AMD</a>涨超5%，报103美元，股价续创历史新高，绩后两日涨幅累计超13%，第二季度营收38.5亿美元，净利润7亿美元，同比大涨352%。</p>\n<p><img src=\"https://static.tigerbbs.com/c3de6e465956397583ab4c5c2612bfa3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>有分析师认为AMD处在50多年来最有利的发展阶段，特别是AMD公布超预期Q2财报后。尽管该公司与芯片行业领头羊<a href=\"https://laohu8.com/S/INTC\">英特尔</a>在具体营业额的数字上有巨大的差异，但从成长性的角度看，AMD极有可能取代英特尔在行业中引领者的地位。</p>\n<p><b>AMD VS 英特尔，谁能实现高增长?</b></p>\n<p>美东时间7月27日美股盘后，美国超微公司(AMD.US)公布了超预期的第二季度财报。财报显示，AMD在Q2营收同比翻番，净利润更是同比猛增了352%。此外，AMD预计Q3营收将同比增长近50%，并将2021年营收展望从同比增长50%上调至60%。截至昨日收盘，AMD股价上涨7.58%。</p>\n<p>相比之下，作为芯片行业领头羊的英特尔(INTC.US)Q2业绩显得黯淡无光，虽其Q2营收和调整后每股收益以及第三季度业绩展望均超出华尔街分析师此前预期，但从市场反应来看，该成绩并不理想，公布业绩后其盘后股价仍旧下跌逾2%。</p>\n<p>从历史数据来看，这两家公司在去年疫情期间(Q1-Q2)都经历了类似的放缓，但这两家公司后来的发展却截然不同。</p>\n<p>2020年Q3，AMD营收实现同比增长55.52%，而英特尔同比下降4.47%。从那以后，AMD业绩一路高歌，而英特尔却一直非常平淡，不是增长持平就是出现负增长。</p>\n<p>由此可见，AMD正在向市场证明自己能够实现高增长，而英特尔仅在证明自己能够实现稳定增长。</p>\n<p><b>市场只为企业的高增长买单</b></p>\n<p>市场对这两家公司的定价方式是不同的。关键的区别在于，市场会愿意为高增长的企业投入更多资金，而为增长停滞的企业投入更少。</p>\n<p>AMD和英特尔的股价也反映了这一点：</p>\n<p>公司市盈率与市场预期保持同步:</p>\n<p>AMD当前估值为38倍市盈率，但如果将股价图表和市盈率图表放在一起会发现，AMD市盈率呈下降趋势，而股价则呈上升趋势。另一方面，由于英特尔估值一直处于横向水平，而营收持续低迷，导致股票回报率不断下降，最终英特尔股价也将继续下滑。</p>\n<p><b>AMD正蚕食英特尔市场份额?</b></p>\n<p>值得一提的，AMD在2020年全年总营业额为97.6亿美元，同比增长45%，得益于计算和图形事业部及企业、嵌入式和半定制事业部营业额增长，其中包括AMD的产品在全球500强超级计算机中的应用同比增长了5倍;谷歌云率先采用第三代AMDEPYC 处理器，性能提升了56%等。与AMD不同的是，英特尔新CEO上任之后，则大肆宣布加码芯片代工业务，如今年3月，英特尔宣布将斥资200亿美元在美国建设两座芯片工厂。</p>\n<p>AMD的复兴建立在技术实力迭代上，不同于竞争对手英特尔执迷于自己生产芯片，AMD则外包给<a href=\"https://laohu8.com/S/TSM\">台积电</a>。将全部精力聚焦于技术而非生产，AMD的产品开始蚕食英特尔的市场份额。</p>\n<p>根据PassMark的数据，二季度AMD在所有CPU中的市场份额占比达到44.1%，英特尔则由巅峰时的82.5%下降至55.8%。</p>\n<p><b>“领头羊”头衔花落谁家？</b></p>\n<p>无论AMD是否能占据芯片行业领头羊的位置，或许这个位置也不再属于英特尔，原因是其发展已经无法再为行业动向提供晴雨表功能。众所周知，半导体行业当前并没有萎缩，相反它正在日益增长。数据显示，半导体行业从2020年到2021年预计将增长17%，2021年到2022年将增长6%以上。</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>AMD股价续创历史新高，绩后两日涨幅累计超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\">\nAMD股价续创历史新高，绩后两日涨幅累计超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\">2021-07-29 23:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月29日，<a href=\"https://laohu8.com/S/AMD\">AMD</a>涨超5%，报103美元，股价续创历史新高，绩后两日涨幅累计超13%，第二季度营收38.5亿美元，净利润7亿美元，同比大涨352%。</p>\n<p><img src=\"https://static.tigerbbs.com/c3de6e465956397583ab4c5c2612bfa3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>有分析师认为AMD处在50多年来最有利的发展阶段，特别是AMD公布超预期Q2财报后。尽管该公司与芯片行业领头羊<a href=\"https://laohu8.com/S/INTC\">英特尔</a>在具体营业额的数字上有巨大的差异，但从成长性的角度看，AMD极有可能取代英特尔在行业中引领者的地位。</p>\n<p><b>AMD VS 英特尔，谁能实现高增长?</b></p>\n<p>美东时间7月27日美股盘后，美国超微公司(AMD.US)公布了超预期的第二季度财报。财报显示，AMD在Q2营收同比翻番，净利润更是同比猛增了352%。此外，AMD预计Q3营收将同比增长近50%，并将2021年营收展望从同比增长50%上调至60%。截至昨日收盘，AMD股价上涨7.58%。</p>\n<p>相比之下，作为芯片行业领头羊的英特尔(INTC.US)Q2业绩显得黯淡无光，虽其Q2营收和调整后每股收益以及第三季度业绩展望均超出华尔街分析师此前预期，但从市场反应来看，该成绩并不理想，公布业绩后其盘后股价仍旧下跌逾2%。</p>\n<p>从历史数据来看，这两家公司在去年疫情期间(Q1-Q2)都经历了类似的放缓，但这两家公司后来的发展却截然不同。</p>\n<p>2020年Q3，AMD营收实现同比增长55.52%，而英特尔同比下降4.47%。从那以后，AMD业绩一路高歌，而英特尔却一直非常平淡，不是增长持平就是出现负增长。</p>\n<p>由此可见，AMD正在向市场证明自己能够实现高增长，而英特尔仅在证明自己能够实现稳定增长。</p>\n<p><b>市场只为企业的高增长买单</b></p>\n<p>市场对这两家公司的定价方式是不同的。关键的区别在于，市场会愿意为高增长的企业投入更多资金，而为增长停滞的企业投入更少。</p>\n<p>AMD和英特尔的股价也反映了这一点：</p>\n<p>公司市盈率与市场预期保持同步:</p>\n<p>AMD当前估值为38倍市盈率，但如果将股价图表和市盈率图表放在一起会发现，AMD市盈率呈下降趋势，而股价则呈上升趋势。另一方面，由于英特尔估值一直处于横向水平，而营收持续低迷，导致股票回报率不断下降，最终英特尔股价也将继续下滑。</p>\n<p><b>AMD正蚕食英特尔市场份额?</b></p>\n<p>值得一提的，AMD在2020年全年总营业额为97.6亿美元，同比增长45%，得益于计算和图形事业部及企业、嵌入式和半定制事业部营业额增长，其中包括AMD的产品在全球500强超级计算机中的应用同比增长了5倍;谷歌云率先采用第三代AMDEPYC 处理器，性能提升了56%等。与AMD不同的是，英特尔新CEO上任之后，则大肆宣布加码芯片代工业务，如今年3月，英特尔宣布将斥资200亿美元在美国建设两座芯片工厂。</p>\n<p>AMD的复兴建立在技术实力迭代上，不同于竞争对手英特尔执迷于自己生产芯片，AMD则外包给<a href=\"https://laohu8.com/S/TSM\">台积电</a>。将全部精力聚焦于技术而非生产，AMD的产品开始蚕食英特尔的市场份额。</p>\n<p>根据PassMark的数据，二季度AMD在所有CPU中的市场份额占比达到44.1%，英特尔则由巅峰时的82.5%下降至55.8%。</p>\n<p><b>“领头羊”头衔花落谁家？</b></p>\n<p>无论AMD是否能占据芯片行业领头羊的位置，或许这个位置也不再属于英特尔，原因是其发展已经无法再为行业动向提供晴雨表功能。众所周知，半导体行业当前并没有萎缩，相反它正在日益增长。数据显示，半导体行业从2020年到2021年预计将增长17%，2021年到2022年将增长6%以上。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a593d85be38c3aa543ab3056553101ff","relate_stocks":{"AMD":"美国超微公司"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120419201","content_text":"7月29日，AMD涨超5%，报103美元，股价续创历史新高，绩后两日涨幅累计超13%，第二季度营收38.5亿美元，净利润7亿美元，同比大涨352%。\n\n有分析师认为AMD处在50多年来最有利的发展阶段，特别是AMD公布超预期Q2财报后。尽管该公司与芯片行业领头羊英特尔在具体营业额的数字上有巨大的差异，但从成长性的角度看，AMD极有可能取代英特尔在行业中引领者的地位。\nAMD VS 英特尔，谁能实现高增长?\n美东时间7月27日美股盘后，美国超微公司(AMD.US)公布了超预期的第二季度财报。财报显示，AMD在Q2营收同比翻番，净利润更是同比猛增了352%。此外，AMD预计Q3营收将同比增长近50%，并将2021年营收展望从同比增长50%上调至60%。截至昨日收盘，AMD股价上涨7.58%。\n相比之下，作为芯片行业领头羊的英特尔(INTC.US)Q2业绩显得黯淡无光，虽其Q2营收和调整后每股收益以及第三季度业绩展望均超出华尔街分析师此前预期，但从市场反应来看，该成绩并不理想，公布业绩后其盘后股价仍旧下跌逾2%。\n从历史数据来看，这两家公司在去年疫情期间(Q1-Q2)都经历了类似的放缓，但这两家公司后来的发展却截然不同。\n2020年Q3，AMD营收实现同比增长55.52%，而英特尔同比下降4.47%。从那以后，AMD业绩一路高歌，而英特尔却一直非常平淡，不是增长持平就是出现负增长。\n由此可见，AMD正在向市场证明自己能够实现高增长，而英特尔仅在证明自己能够实现稳定增长。\n市场只为企业的高增长买单\n市场对这两家公司的定价方式是不同的。关键的区别在于，市场会愿意为高增长的企业投入更多资金，而为增长停滞的企业投入更少。\nAMD和英特尔的股价也反映了这一点：\n公司市盈率与市场预期保持同步:\nAMD当前估值为38倍市盈率，但如果将股价图表和市盈率图表放在一起会发现，AMD市盈率呈下降趋势，而股价则呈上升趋势。另一方面，由于英特尔估值一直处于横向水平，而营收持续低迷，导致股票回报率不断下降，最终英特尔股价也将继续下滑。\nAMD正蚕食英特尔市场份额?\n值得一提的，AMD在2020年全年总营业额为97.6亿美元，同比增长45%，得益于计算和图形事业部及企业、嵌入式和半定制事业部营业额增长，其中包括AMD的产品在全球500强超级计算机中的应用同比增长了5倍;谷歌云率先采用第三代AMDEPYC 处理器，性能提升了56%等。与AMD不同的是，英特尔新CEO上任之后，则大肆宣布加码芯片代工业务，如今年3月，英特尔宣布将斥资200亿美元在美国建设两座芯片工厂。\nAMD的复兴建立在技术实力迭代上，不同于竞争对手英特尔执迷于自己生产芯片，AMD则外包给台积电。将全部精力聚焦于技术而非生产，AMD的产品开始蚕食英特尔的市场份额。\n根据PassMark的数据，二季度AMD在所有CPU中的市场份额占比达到44.1%，英特尔则由巅峰时的82.5%下降至55.8%。\n“领头羊”头衔花落谁家？\n无论AMD是否能占据芯片行业领头羊的位置，或许这个位置也不再属于英特尔，原因是其发展已经无法再为行业动向提供晴雨表功能。众所周知，半导体行业当前并没有萎缩，相反它正在日益增长。数据显示，半导体行业从2020年到2021年预计将增长17%，2021年到2022年将增长6%以上。","news_type":1},"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836485048,"gmtCreate":1629514783484,"gmtModify":1631891055324,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/836485048","repostId":"1107075259","repostType":4,"repost":{"id":"1107075259","kind":"news","pubTimestamp":1629509852,"share":"https://www.laohu8.com/m/news/1107075259?lang=&edition=full","pubTime":"2021-08-21 09:37","market":"us","language":"en","title":"Ignore Elon Musk’s dancing distraction and face the dangers ahead for Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1107075259","media":"MarketWatch","summary":"Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.$Investors$ should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.At $Tesla Motors$’s AI Day late Thursday, self-named Technoking Musk said th","content":"<blockquote>\n <b>Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.</b>\n</blockquote>\n<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.</p>\n<p>At <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>’s&nbsp;AI Day late Thursday, self-named Technoking Musk said that the company is working on a humanoid robot as “Tesla is arguably the world’s biggest robotics company because our cars are like semi-sentient robots on wheels.”</p>\n<p>After a white-suited human did a brief dance for the believers in the audience and on a livestream, Musk came on the stage and showed only computer-generated images of a 5’8″ humanoid robot thathe claimed Tesla will produce a prototype of sometime next year. He inferred it could be used for manufacturing or boring repetitive tasks, like grocery shopping and will have a full self-driving computer.</p>\n<p>As always with Musk and Tesla, the timeline is highly doubtful to anyone with basic knowledge of the technology in question. Fortunately, the antics did not fool everyone on Wall Street, some of whom may be getting tired of his shenanigans.</p>\n<p>“Unfortunately, as we have seen with robotaxis and other future sci-fi projects for Musk, we view this&nbsp;Tesla&nbsp;Bot as an absolute head scratcher that will further agitate investors at a time the Street is showing growing concern around rising EV competition and safety issues for&nbsp;Tesla,” said Dan Ives, a Wedbush Securities analyst, in a note to clients early Friday.</p>\n<p>The safety issues Ives mentions are what investors should be attuned to right now, because it appears the government is finally stepping up and taking note of a problem this column has long pointed out: Musk repeatedly oversells the current and near-term potential for his automotive autonomy advanced technology.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> a day before Thursday’s “AI Day” spectacle,two U.S. senators asked the Federal Trade Commission to investigate both Tesla’s and Musk’s “repeated overstatements of their vehicles’ capabilities”in regards to the marketing of Tesla’s “Full Self Driving” product. Tesla charges thousands of dollars at purchase (or as little as $100 a month) for software that is nowhere near full self-driving, a practice that has already led toa recent review by California Department of Motor Vehiclesanda German ruling that Tesla could not market the product as such.</p>\n<p>“Language matters,” said Selika Talbott, a professorial lecturer in the department of public administration and policy at <a href=\"https://laohu8.com/S/AFG\">American</a> University in <a href=\"https://laohu8.com/S/WASH\">Washington</a> DC. “The use of this terminology is false and misleading and unsafe for the general public. The notions of assisted driving and autonomous vehicles and their differences are not fully understood by the general public.”</p>\n<p>“Tesla has highly assisted technology in their vehicle, but at no point should anyone behind the wheel think that vehicle can drive itself, because it can’t,” Talbott said.</p>\n<p>The week began with news of a federal investigation into Tesla’s Autopilot system after cars using the feature crashed into stopped emergency vehicles.The <a href=\"https://laohu8.com/S/NHLD\">National</a> <a href=\"https://laohu8.com/S/HIHO\">Highway</a> Traffic Safety Administration is looking into a series of crashesby Tesla cars that had the advanced driver-assistance system enabled. NHTSA said that itopened an inquiry into 11 Tesla crashesthat involved emergency vehicles, while still investigating a series of collisions involving cars enabled with <a href=\"https://laohu8.com/S/AEIS\">Advanced</a> Driver Assistance Systems (ADAS) and tractor-trailers.</p>\n<p>The latest outcry on Capitol <a href=\"https://laohu8.com/S/HIL\">Hill</a> follows a stream of news reports and/or social media posts and YouTube videos of drivers engaging in extremely risky behavior while testing the so-called self-driving features of their Tesla. In May, Steven Michael Hendrickson,a 35-year-old father of two in Fontana, Calif., died when his Tesla hit an overturned semitruck. Earlier he had posted videos of driving without his hands on the wheel of his car on the freeway, but the NHTSA was still investigating the role of Autopilot in the crash.</p>\n<p>“The vehicles that Tesla is producing are driver-assisted systems,” said Bryan Reimer, a research scientist at the MIT Center for Transportation and Logistics. “They are assisting the driver, and the driver needs to maintain vigilance.”</p>\n<p>It is important to note the difference between Tesla’s dual products with misleading names. “Autopilot” is an ADAS system, a highly advanced version of cruise control meant for highway driving that enables “your car to steer, accelerate and brake automatically within its lane under your active supervision, assisting with the most burdensome parts of driving,” according to Tesla’s website. Tesla also offers the “FSD” package, now available by a subscription of $99 to $199 a month, which it describes as “access to a suite of more advanced driver assistance features, designed to provide more active guidance and assisted driving under your active supervision.”</p>\n<p>If only Musk described these systems in a similar manner to the official website. In analyst conference calls and in Tesla’s multi-hour long presentations to its fan base, Musk has been proclaiming that with this software, full autonomy is around the corner.</p>\n<p>“We&nbsp;basically&nbsp;have&nbsp;to&nbsp;solve&nbsp;real-world vision AI and we are,” he said in an earnings call in April. “And the key to solving this is also having some massive data set. So just having well over <a href=\"https://laohu8.com/S/AONE.U\">one</a> million cars on the road that are collecting data… But I am highly confident that we&nbsp;will&nbsp;get&nbsp;this&nbsp;done.”</p>\n<p>But for all of Musk’s bluster and huge fan base, investors are starting to note that the company’s tactics involving full self-driving technology are dangerous, as opposed to the other companies that are testing autonomous vehicles.</p>\n<p>For example, <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc.’sGOOGGOOGLWaymo, the company with the most hours of autonomous vehicle driving, is currently operating a small scale robotaxi service in parts of Arizona around Phoenix that are not densely populated, without human drivers. It is the only one of its kind in the U.S. In California, Waymo has permits from the DMV to conduct AV testing with a human driver behind the wheel.</p>\n<p>“Waymo cannot just start selling their AVs to anyone, and they can’t just drive them on the roadway, our regulatory system does not allow for that,” Talbott of <a href=\"https://laohu8.com/S/AMSWA\">American</a> University said. “You can test them but no publicly available self-driving car is on the market for purchase because it doesn’t exist.”</p>\n<p>With FSD testing being done in the real world with untrained drivers, Tesla is conducting the equivalent of clinical trials of a new drug without any professional hourly or daily monitoring of the patient.</p>\n<p>“They are calling it beta, it is a beta system, they are exposing people to substantive risk,” Reimer said.</p>\n<p>Musk’s latest bot is yet another distraction, much like the flame thrower in 2018 sold by his Boring Company, his unwanted assistance to try and help the boys stuck in a cave in Thailand, and other projects. Investors should not let these distractions get in the way of the real issues that Musk seems to be refusing to acknowledge as he continues to oversell his company’s technological abilities.</p>","source":"market_watch","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>Ignore Elon Musk’s dancing distraction and face the dangers ahead for Tesla</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\">\nIgnore Elon Musk’s dancing distraction and face the dangers ahead for Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-21 09:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/ignore-elon-musks-dancing-distraction-and-face-the-dangers-ahead-for-tesla-11629488276?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology ...</p>\n\n<a href=\"https://www.marketwatch.com/story/ignore-elon-musks-dancing-distraction-and-face-the-dangers-ahead-for-tesla-11629488276?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/story/ignore-elon-musks-dancing-distraction-and-face-the-dangers-ahead-for-tesla-11629488276?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1107075259","content_text":"Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.\n\nInvestors should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.\nAt Tesla Motors’s AI Day late Thursday, self-named Technoking Musk said that the company is working on a humanoid robot as “Tesla is arguably the world’s biggest robotics company because our cars are like semi-sentient robots on wheels.”\nAfter a white-suited human did a brief dance for the believers in the audience and on a livestream, Musk came on the stage and showed only computer-generated images of a 5’8″ humanoid robot thathe claimed Tesla will produce a prototype of sometime next year. He inferred it could be used for manufacturing or boring repetitive tasks, like grocery shopping and will have a full self-driving computer.\nAs always with Musk and Tesla, the timeline is highly doubtful to anyone with basic knowledge of the technology in question. Fortunately, the antics did not fool everyone on Wall Street, some of whom may be getting tired of his shenanigans.\n“Unfortunately, as we have seen with robotaxis and other future sci-fi projects for Musk, we view this Tesla Bot as an absolute head scratcher that will further agitate investors at a time the Street is showing growing concern around rising EV competition and safety issues for Tesla,” said Dan Ives, a Wedbush Securities analyst, in a note to clients early Friday.\nThe safety issues Ives mentions are what investors should be attuned to right now, because it appears the government is finally stepping up and taking note of a problem this column has long pointed out: Musk repeatedly oversells the current and near-term potential for his automotive autonomy advanced technology.\nJust a day before Thursday’s “AI Day” spectacle,two U.S. senators asked the Federal Trade Commission to investigate both Tesla’s and Musk’s “repeated overstatements of their vehicles’ capabilities”in regards to the marketing of Tesla’s “Full Self Driving” product. Tesla charges thousands of dollars at purchase (or as little as $100 a month) for software that is nowhere near full self-driving, a practice that has already led toa recent review by California Department of Motor Vehiclesanda German ruling that Tesla could not market the product as such.\n“Language matters,” said Selika Talbott, a professorial lecturer in the department of public administration and policy at American University in Washington DC. “The use of this terminology is false and misleading and unsafe for the general public. The notions of assisted driving and autonomous vehicles and their differences are not fully understood by the general public.”\n“Tesla has highly assisted technology in their vehicle, but at no point should anyone behind the wheel think that vehicle can drive itself, because it can’t,” Talbott said.\nThe week began with news of a federal investigation into Tesla’s Autopilot system after cars using the feature crashed into stopped emergency vehicles.The National Highway Traffic Safety Administration is looking into a series of crashesby Tesla cars that had the advanced driver-assistance system enabled. NHTSA said that itopened an inquiry into 11 Tesla crashesthat involved emergency vehicles, while still investigating a series of collisions involving cars enabled with Advanced Driver Assistance Systems (ADAS) and tractor-trailers.\nThe latest outcry on Capitol Hill follows a stream of news reports and/or social media posts and YouTube videos of drivers engaging in extremely risky behavior while testing the so-called self-driving features of their Tesla. In May, Steven Michael Hendrickson,a 35-year-old father of two in Fontana, Calif., died when his Tesla hit an overturned semitruck. Earlier he had posted videos of driving without his hands on the wheel of his car on the freeway, but the NHTSA was still investigating the role of Autopilot in the crash.\n“The vehicles that Tesla is producing are driver-assisted systems,” said Bryan Reimer, a research scientist at the MIT Center for Transportation and Logistics. “They are assisting the driver, and the driver needs to maintain vigilance.”\nIt is important to note the difference between Tesla’s dual products with misleading names. “Autopilot” is an ADAS system, a highly advanced version of cruise control meant for highway driving that enables “your car to steer, accelerate and brake automatically within its lane under your active supervision, assisting with the most burdensome parts of driving,” according to Tesla’s website. Tesla also offers the “FSD” package, now available by a subscription of $99 to $199 a month, which it describes as “access to a suite of more advanced driver assistance features, designed to provide more active guidance and assisted driving under your active supervision.”\nIf only Musk described these systems in a similar manner to the official website. In analyst conference calls and in Tesla’s multi-hour long presentations to its fan base, Musk has been proclaiming that with this software, full autonomy is around the corner.\n“We basically have to solve real-world vision AI and we are,” he said in an earnings call in April. “And the key to solving this is also having some massive data set. So just having well over one million cars on the road that are collecting data… But I am highly confident that we will get this done.”\nBut for all of Musk’s bluster and huge fan base, investors are starting to note that the company’s tactics involving full self-driving technology are dangerous, as opposed to the other companies that are testing autonomous vehicles.\nFor example, Alphabet Inc.’sGOOGGOOGLWaymo, the company with the most hours of autonomous vehicle driving, is currently operating a small scale robotaxi service in parts of Arizona around Phoenix that are not densely populated, without human drivers. It is the only one of its kind in the U.S. In California, Waymo has permits from the DMV to conduct AV testing with a human driver behind the wheel.\n“Waymo cannot just start selling their AVs to anyone, and they can’t just drive them on the roadway, our regulatory system does not allow for that,” Talbott of American University said. “You can test them but no publicly available self-driving car is on the market for purchase because it doesn’t exist.”\nWith FSD testing being done in the real world with untrained drivers, Tesla is conducting the equivalent of clinical trials of a new drug without any professional hourly or daily monitoring of the patient.\n“They are calling it beta, it is a beta system, they are exposing people to substantive risk,” Reimer said.\nMusk’s latest bot is yet another distraction, much like the flame thrower in 2018 sold by his Boring Company, his unwanted assistance to try and help the boys stuck in a cave in Thailand, and other projects. Investors should not let these distractions get in the way of the real issues that Musk seems to be refusing to acknowledge as he continues to oversell his company’s technological abilities.","news_type":1},"isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155260248,"gmtCreate":1625440702984,"gmtModify":1633940782915,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"[笑哭]&nbsp;","listText":"[笑哭]&nbsp;","text":"[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/155260248","repostId":"1134027394","repostType":4,"repost":{"id":"1134027394","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":1625394082,"share":"https://www.laohu8.com/m/news/1134027394?lang=&edition=full","pubTime":"2021-07-04 18:21","market":"fut","language":"zh","title":"阿联酋拒绝将OPEC+产量协议延长至2022年底","url":"https://stock-news.laohu8.com/highlight/detail?id=1134027394","media":"老虎资讯综合","summary":"阿联酋方面表示，反对OPEC+其他成员国将限制石油产量的协议延长至2022年4月以后的提议，除非其被允许有一个更高的产量削减基线。阿联酋同意从今年8月开始，OPEC+应每月增加40万桶/日的产量。\n阿","content":"<p>阿联酋方面表示，反对OPEC+其他成员国将限制石油产量的协议延长至2022年4月以后的提议，除非其被允许有一个更高的产量削减基线。阿联酋同意从今年8月开始，OPEC+应每月增加40万桶/日的产量。</p>\n<p>阿联酋希望将延长协议与每月增产分开进行讨论。</p>\n<p>阿联酋认为延长协议的决定没有必要现在就做出，这项协议还有8-9个月时间，还有足够的时间在稍后的阶段进行讨论。</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>阿联酋拒绝将OPEC+产量协议延长至2022年底</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阿联酋拒绝将OPEC+产量协议延长至2022年底\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\">2021-07-04 18:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>阿联酋方面表示，反对OPEC+其他成员国将限制石油产量的协议延长至2022年4月以后的提议，除非其被允许有一个更高的产量削减基线。阿联酋同意从今年8月开始，OPEC+应每月增加40万桶/日的产量。</p>\n<p>阿联酋希望将延长协议与每月增产分开进行讨论。</p>\n<p>阿联酋认为延长协议的决定没有必要现在就做出，这项协议还有8-9个月时间，还有足够的时间在稍后的阶段进行讨论。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3faadc006e67e6ac130a7b171f263b4d","relate_stocks":{"USO":"美国原油ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134027394","content_text":"阿联酋方面表示，反对OPEC+其他成员国将限制石油产量的协议延长至2022年4月以后的提议，除非其被允许有一个更高的产量削减基线。阿联酋同意从今年8月开始，OPEC+应每月增加40万桶/日的产量。\n阿联酋希望将延长协议与每月增产分开进行讨论。\n阿联酋认为延长协议的决定没有必要现在就做出，这项协议还有8-9个月时间，还有足够的时间在稍后的阶段进行讨论。","news_type":1},"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184030779,"gmtCreate":1623677480291,"gmtModify":1634030235421,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.SPX\">$S&amp;P 500(.SPX)$</a>Buy","listText":"<a href=\"https://laohu8.com/S/.SPX\">$S&amp;P 500(.SPX)$</a>Buy","text":"$S&P 500(.SPX)$Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/184030779","isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":879746172,"gmtCreate":1636779851157,"gmtModify":1636779851157,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879746172","repostId":"1129543601","repostType":4,"repost":{"id":"1129543601","kind":"news","pubTimestamp":1636770982,"share":"https://www.laohu8.com/m/news/1129543601?lang=&edition=full","pubTime":"2021-11-13 10:36","market":"us","language":"en","title":"Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=1129543601","media":"Seeking Alpha","summary":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>\n <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>\n <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>\n <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p>\n<p>Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p>\n<p>What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p>\n<p><b>Palantir's revenue continues to expand on both the commercial and government side</b></p>\n<p>Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p>\n<p>Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p>\n<p>The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p>\n<p>I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p>\n<p>PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p>\n<p><b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p>\n<p>In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p>\n<p>There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p>\n<p>The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p>\n<p><b>Conclusion</b></p>\n<p>PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p>\n<p><b>Seeking Alpha Marketplace</b></p>\n<p>I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</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>Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity</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\">\nPalantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-13 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in...</p>\n\n<a href=\"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129543601","content_text":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.\nPalantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.\nPalantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.\n\nAndreas Rentz/Getty Images Entertainment\nSome investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.\nWhat wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.\n(Source: Seeking Alpha)\nPalantir's revenue continues to expand on both the commercial and government side\nQuarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nSince Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.\nThe same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)\n(Source: Steven Fiorillo) (Data Source: Palantir)\nI am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.\n(Source: PLTR)\nPLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.\nPalantir is entering two new sectors that are going to be huge, carbon emissions, and crypto\nIn the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.\nThere has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as Exxon Mobil(NYSE:XOM) are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to scrub emissions out of the air and carbonate fuel cells to capture industrial emissions from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.\n(Source: Palantir)\nThe second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN) is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)\n(Source: Palantir)\nConclusion\nPLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.\nSeeking Alpha Marketplace\nI will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879746918,"gmtCreate":1636779833944,"gmtModify":1636779833944,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879746918","repostId":"1151602326","repostType":4,"repost":{"id":"1151602326","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":1636767621,"share":"https://www.laohu8.com/m/news/1151602326?lang=&edition=full","pubTime":"2021-11-13 09:40","market":"us","language":"en","title":"Musk sold 1.2 million Tesla shares on November 12","url":"https://stock-news.laohu8.com/highlight/detail?id=1151602326","media":"Tiger Newspress","summary":"Musk sold 1.2 million Tesla shares at an average price of $1032.5 on November 12,according to SEC documents.At present, Musk still holds 166.3 million Tesla shares.So far, Musk has sold about 6.34 million Tesla shares since November 8. Previously, musk promised on Twitter to sell 10% of its Tesla shares, namely 17.05 million shares. At present, musk has sold only 37.1% of its promised shares, and needs to sell at least 10.7 million Tesla shares.","content":"<p>Musk sold 1.2 million Tesla shares at an average price of $1032.5 on November 12,according to SEC documents.At present, Musk still holds 166.3 million Tesla shares.</p>\n<p>So far, Musk has sold about 6.34 million Tesla shares since November 8. Previously, musk promised on Twitter to sell 10% of its Tesla shares, namely 17.05 million shares. At present, musk has sold only 37.1% of its promised shares, and needs to sell at least 10.7 million Tesla shares.</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>Musk sold 1.2 million Tesla shares on November 12</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\">\nMusk sold 1.2 million Tesla shares on November 12\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\">2021-11-13 09:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Musk sold 1.2 million Tesla shares at an average price of $1032.5 on November 12,according to SEC documents.At present, Musk still holds 166.3 million Tesla shares.</p>\n<p>So far, Musk has sold about 6.34 million Tesla shares since November 8. Previously, musk promised on Twitter to sell 10% of its Tesla shares, namely 17.05 million shares. At present, musk has sold only 37.1% of its promised shares, and needs to sell at least 10.7 million Tesla shares.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151602326","content_text":"Musk sold 1.2 million Tesla shares at an average price of $1032.5 on November 12,according to SEC documents.At present, Musk still holds 166.3 million Tesla shares.\nSo far, Musk has sold about 6.34 million Tesla shares since November 8. Previously, musk promised on Twitter to sell 10% of its Tesla shares, namely 17.05 million shares. At present, musk has sold only 37.1% of its promised shares, and needs to sell at least 10.7 million Tesla shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":142399416,"gmtCreate":1626131357135,"gmtModify":1633929935489,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/142399416","repostId":"1175879126","repostType":4,"repost":{"id":"1175879126","kind":"news","pubTimestamp":1626103561,"share":"https://www.laohu8.com/m/news/1175879126?lang=&edition=full","pubTime":"2021-07-12 23:26","market":"us","language":"en","title":"Suning’s Billionaire Chairman Quits After China-Led Bailout","url":"https://stock-news.laohu8.com/highlight/detail?id=1175879126","media":"Bloomberg","summary":"Zhang Jindong has stepped down as the chairman of Chinese retail giant Suning.Com Co. after losing c","content":"<p>Zhang Jindong&nbsp;has stepped down as the chairman of Chinese retail giant Suning.Com Co. after losing control of his firm following a government-led bailout.</p>\n<p>The company announced his resignation in a filing with the Shenzhen stock exchange on Monday, adding that Zhang will be appointed honorary chairman to guide the firm’s future growth. Zhang, 58, lost control of Suning when the business sold a 16.96% stake to a state-backedconsortiumfor a $1.36 billion bailout last week.</p>\n<p>The group of investors, led by the Nanjing state asset-management committee and the Jiangsu provincial government, also includes Alibaba Group Holding Ltd. and Chinese appliance makers Midea Group Co. and Haier Group Co., smartphone maker Xiaomi Corp., and TCL Technology Group Corp.</p>\n<p>The bailout, and now Zhang’s resignation, are the end of his reign during which he led the company into an array of businesses, including ownership of the Inter Milan soccer team.</p>\n<p>Suning.com had a market value of about 52 billion yuan ($8 billion) before the trading halt. The retail business was weakened by a slowdown in spending during the pandemic. Concerns about its cash flow intensified in September, when Zhang waived his right to a 20 billion yuan payment from property developer China Evergrande Group.</p>\n<p>The stock tumbled last month after a Beijing courtfroze3 billion yuan worth of shares held by Zhang -- representing 5.8% of Suning.com -- and creditors agreed to extend a bond for Suning Appliance Group Co., which is owned by Zhang and fellow co-founder Bu Yang.</p>","source":"lsy1584095487587","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>Suning’s Billionaire Chairman Quits After China-Led Bailout</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\">\nSuning’s Billionaire Chairman Quits After China-Led Bailout\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-07-12/suning-s-billionaire-chairman-quits-after-china-led-bailout><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Zhang Jindong has stepped down as the chairman of Chinese retail giant Suning.Com Co. after losing control of his firm following a government-led bailout.\nThe company announced his resignation in a ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-07-12/suning-s-billionaire-chairman-quits-after-china-led-bailout\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"002024":"ST易购"},"source_url":"https://www.bloomberg.com/news/articles/2021-07-12/suning-s-billionaire-chairman-quits-after-china-led-bailout","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175879126","content_text":"Zhang Jindong has stepped down as the chairman of Chinese retail giant Suning.Com Co. after losing control of his firm following a government-led bailout.\nThe company announced his resignation in a filing with the Shenzhen stock exchange on Monday, adding that Zhang will be appointed honorary chairman to guide the firm’s future growth. Zhang, 58, lost control of Suning when the business sold a 16.96% stake to a state-backedconsortiumfor a $1.36 billion bailout last week.\nThe group of investors, led by the Nanjing state asset-management committee and the Jiangsu provincial government, also includes Alibaba Group Holding Ltd. and Chinese appliance makers Midea Group Co. and Haier Group Co., smartphone maker Xiaomi Corp., and TCL Technology Group Corp.\nThe bailout, and now Zhang’s resignation, are the end of his reign during which he led the company into an array of businesses, including ownership of the Inter Milan soccer team.\nSuning.com had a market value of about 52 billion yuan ($8 billion) before the trading halt. The retail business was weakened by a slowdown in spending during the pandemic. Concerns about its cash flow intensified in September, when Zhang waived his right to a 20 billion yuan payment from property developer China Evergrande Group.\nThe stock tumbled last month after a Beijing courtfroze3 billion yuan worth of shares held by Zhang -- representing 5.8% of Suning.com -- and creditors agreed to extend a bond for Suning Appliance Group Co., which is owned by Zhang and fellow co-founder Bu Yang.","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146061104,"gmtCreate":1626044917708,"gmtModify":1633930798343,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/146061104","repostId":"1114863871","repostType":4,"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164520913,"gmtCreate":1624230700932,"gmtModify":1634009360989,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/164520913","repostId":"1199331995","repostType":4,"repost":{"id":"1199331995","kind":"news","pubTimestamp":1624065374,"share":"https://www.laohu8.com/m/news/1199331995?lang=&edition=full","pubTime":"2021-06-19 09:16","market":"us","language":"en","title":"U.S. IPO Week Ahead: Billion-Dollar Deals Come To Market In A 12 IPO Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1199331995","media":"Renaissance","summary":"12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.Chinese freight platform Full Truck Alliance plans to raise $1.5 billion at a $19.7 billion market cap. The company’s platform connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types. Full Truck states that it is the world's largest digital freight platform by gross transaction value , facilitating 22+ million fulfilled orders with GTV of nearly $8 billio","content":"<p>12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.</p>\n<p>Chinese freight platform&nbsp;<b>Full Truck Alliance</b>(YMM) plans to raise $1.5 billion at a $19.7 billion market cap. The company’s platform connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types. Full Truck states that it is the world's largest digital freight platform by gross transaction value (GTV), facilitating 22+ million fulfilled orders with GTV of nearly $8 billion in the 1Q21.</p>\n<p>Healthcare manager&nbsp;<b>Bright Health Group</b>(BHG) plans to raise $1.3 billion at a $15.4 billion market cap. Bright Health seeks to employ a more consumer-centric approach to healthcare to improve consumer experiences. Through a multi-pronged organic and inorganic growth strategy, the company’s core business has grown to serve roughly 623,000 patients in 14 states since its founding.</p>\n<p>Data infrastructure provider&nbsp;<b>Confluent</b>(CFLT) plans to raise $713 million at a $10.0 billion market cap. Confluent data infrastructure offering is designed to connect all the applications, systems, and data layers of a company around a real-time central nervous system. The company had more than 2,500 customers as of March 2021, with a dollar-based net retention rate of 117%.</p>\n<p>Car wash brand&nbsp;<b>Mister Car Wash</b>(MCW) plans to raise $600 million at a $5.3 billion market cap. Profitable with solid cash flow, Mister Car Wash is the largest national car wash brand in the US, with 344 locations in 21 states. The company offers a monthly subscription program called Unlimited Wash Club which had 1.4 million members as of 3/31/21, representing nearly two-thirds of total wash sales.</p>\n<p>Digital physicians network&nbsp;<b>Doximity</b>(DOCS) plans to raise $501 million at a $4.5 billion market cap. Doximity claims that it is the leading digital platform for US medical professionals, allowing collaboration with colleagues and secure coordination of patient care, among other features. Fast growing and profitable, the company had over 1.8 million members as of 3/31/21, representing more than 80% of physicians across the country.</p>\n<p>Customer experience software provider&nbsp;<b>Sprinklr</b>(CXM) plans to raise $361 million at a $5.5 billion market cap. Sprinklr provides a software platform that helps enterprises create a persistent, unified view of each customer at scale. The company has attracted more than 1,000 customers, including over 50% of the Fortune 100. Sprinklr has improved its gross margins, though cash flow swung negative in 1Q FY22.</p>\n<p>HR platform provider&nbsp;<b>First Advantage</b>(FA) plans to raise $298 million at a $2.1 billion market cap. First Advantage provides technology solutions for screening, verifications, safety, and compliance related to human capital. Profitable with positive cash flow, the company derives most of its revenues from pre-onboarding screening, performing over 75 million screens on behalf of more than 30,000 customers in 2020.</p>\n<p>Chinese social networking platform&nbsp;<b>Soulgate</b>(SSR) plans to raise $185 million at a $1.8 billion market cap. The company’s app Soul is a virtual social network created to address the drawbacks of current social media platforms. In March 2021, the company averaged 9.1 million DAUs, a 94% increase over the prior year period.</p>\n<p>Digital financial services provider&nbsp;<b>AMTD Digital</b>(HKD) plans to raise $120 million at a $1.4 billion market cap. AMTD Digital states that it is the \"fusion reactor\" at the core of the AMTD SpiderNet ecosystem, operating a comprehensive digital solutions platform in Asia. Profitable with explosive growth, the company primarily generates revenue from fees and commissions in two lines of business.</p>\n<p>Organ bioengineering company&nbsp;<b>Miromatrix Medical</b>(MIRO) plans to raise $32 million at a $162 million market cap. Miromatrix is developing a novel technology for bioengineering fully transplantable human organs, initially focused on livers and kidneys. The company has demonstrated functional vasculature and important organ function in preclinical studies, and hopes to initiate a Phase 1 trial in late 2022 with its External Liver Assist Product.</p>\n<p>Kidney disease biotech&nbsp;<b>Unicycive Therapeutics</b>(UNCY) plans to raise $25 million at a $116 million market cap. The company’s candidates include Renazorb, which was in-licensed from Spectrum Pharmaceuticals, and UNI 494, which was in-licensed from Sphaera Pharmaceuticals. Unicycive began conducting preclinical trials on UNI 494 in 2020.</p>\n<p>Antibiotic biotech&nbsp;<b>Acurx Pharmaceuticals</b>(ACXP) plans to raise $15 million at a $62 million market cap. The company is developing a new class of antibiotics for infections caused by bacteria listed as priority pathogens by the WHO, CDC, and USDA. Its lead candidate recently completed a Phase 2a trial in patients with C. difficile infections, and is expected to begin a Phase 2b trial this year.</p>\n<table>\n <tbody>\n  <tr>\n   <th>U.S. IPO Calendar</th>\n  </tr>\n  <tr>\n   <th>Issuer Business</th>\n   <th>Deal Size Market Cap</th>\n   <th>Price Range Shares Filed</th>\n   <th>Top Bookrunners</th>\n  </tr>\n  <tr>\n   <td><p>Full Truck Alliance (YMM)</p><p>Guiyang, China</p></td>\n   <td>$1,485M$19,723M</td>\n   <td>$17 - $1982,500,000</td>\n   <td>Morgan StanleyCICC</td>\n  </tr>\n  <tr>\n   <td>Digital freight platform that connects shippers and truckers in China.</td>\n  </tr>\n  <tr>\n   <td><p>First Advantage (FA)</p><p>Atlanta, GA</p></td>\n   <td>$298M$2,097M</td>\n   <td>$13 - $1521,250,000</td>\n   <td>BarclaysBofA</td>\n  </tr>\n  <tr>\n   <td>Provides background checks and other services to corporate customers.</td>\n  </tr>\n  <tr>\n   <td><p>Sprinklr (CXM)</p><p>New York, NY</p></td>\n   <td>$361M$5,541M</td>\n   <td>$18 - $2019,000,000</td>\n   <td>Morgan StanleyJP Morgan</td>\n  </tr>\n  <tr>\n   <td>Provides customer experience management software for enterprises.</td>\n  </tr>\n  <tr>\n   <td><p>Bright Health Group (BHG)</p><p>Minneapolis, MN</p></td>\n   <td>$1,290M$15,385M</td>\n   <td>$20 - $2360,000,000</td>\n   <td>JP MorganGoldman</td>\n  </tr>\n  <tr>\n   <td>Provides health insurance and other healthcare services.</td>\n  </tr>\n  <tr>\n   <td><p>Confluent (CFLT)</p><p>Mountain View, CA</p></td>\n   <td>$713M$10,033M</td>\n   <td>$29 - $3323,000,000</td>\n   <td>Morgan StanleyJP Morgan</td>\n  </tr>\n  <tr>\n   <td>Provides an enterprise platform that collects and processes real-time data streams.</td>\n  </tr>\n  <tr>\n   <td><p>Doximity (DOCS)</p><p>San Francisco, CA</p></td>\n   <td>$501M$4,549M</td>\n   <td>$20 - $2323,300,000</td>\n   <td>Morgan StanleyGoldman</td>\n  </tr>\n  <tr>\n   <td>Professional network for physicians with telehealth and scheduling tools.</td>\n  </tr>\n  <tr>\n   <td><p>Soulgate (SSR)</p><p>Shanghai, China</p></td>\n   <td>$185M$1,824M</td>\n   <td>$13 - $1513,200,000</td>\n   <td>Morgan StanleyJefferies</td>\n  </tr>\n  <tr>\n   <td>Provides the gamified social networking app Soul in China.</td>\n  </tr>\n  <tr>\n   <td><p>Acurx Pharmaceuticals (ACXP)</p><p>Staten Island, NY</p></td>\n   <td>$15M$62M</td>\n   <td>$5 - $72,500,000</td>\n   <td>Alexander CapitalNetwork 1</td>\n  </tr>\n  <tr>\n   <td>Phase 2 biotech developing antibiotics for antibiotic-resistant pathogens.</td>\n  </tr>\n  <tr>\n   <td><p>Mister Car Wash (MCW)</p><p>Tucson, AZ</p></td>\n   <td>$600M$5,256M</td>\n   <td>$15 - $1737,500,000</td>\n   <td>BofAMorgan Stanley</td>\n  </tr>\n  <tr>\n   <td>Leading national car wash brand with 344 locations across the US.</td>\n  </tr>\n  <tr>\n   <td><p>AMTD Digital (HKD)</p><p>Hong Kong, China</p></td>\n   <td>$120M$1,388M</td>\n   <td>$6.80 - $8.2016,000,000</td>\n   <td>AMTD GlobalLoop Capital</td>\n  </tr>\n  <tr>\n   <td>Digital financial services provider being spun out of AMTD.</td>\n  </tr>\n  <tr>\n   <td><p>Miromatrix Medical (MIRO)</p><p>Eden Prairie, MN</p></td>\n   <td>$32M$162M</td>\n   <td>$7 - $94,000,000</td>\n   <td>Craig-Hallum</td>\n  </tr>\n  <tr>\n   <td>Developing novel bioengineering technology for organ transplants.</td>\n  </tr>\n  <tr>\n   <td><p>Unicycive Therapeutics (UNCY)</p><p>Los Altos, CA</p></td>\n   <td>$25M$116M</td>\n   <td>$8.50 - $10.502,635,000</td>\n   <td>Roth Cap.</td>\n  </tr>\n  <tr>\n   <td>Early-stage biotech developing in-licensed therapies for kidney disease.</td>\n  </tr>\n </tbody>\n</table>\n<p>Street research is expected for seven companies, and lock-up periods will be expiring for up to two companies.</p>","source":"seekingalpha","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>U.S. IPO Week Ahead: Billion-Dollar Deals Come To Market In A 12 IPO Week</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\">\nU.S. IPO Week Ahead: Billion-Dollar Deals Come To Market In A 12 IPO Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-19 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435613-us-ipo-week-ahead-billion-dollar-deals-come-to-market-in-a-12-ipo-week><strong>Renaissance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.\nChinese freight platform Full Truck Alliance(YMM) plans to raise $1.5 billion at a $19.7 billion market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435613-us-ipo-week-ahead-billion-dollar-deals-come-to-market-in-a-12-ipo-week\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FA":"First Advantage Corp.","YMM":"满帮","CFLT":"Confluent, Inc.","MCW":"Mister Car Wash, Inc.","DOCS":"Doximity, Inc.","CXM":"Sprinklr, Inc."},"source_url":"https://seekingalpha.com/article/4435613-us-ipo-week-ahead-billion-dollar-deals-come-to-market-in-a-12-ipo-week","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1199331995","content_text":"12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.\nChinese freight platform Full Truck Alliance(YMM) plans to raise $1.5 billion at a $19.7 billion market cap. The company’s platform connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types. Full Truck states that it is the world's largest digital freight platform by gross transaction value (GTV), facilitating 22+ million fulfilled orders with GTV of nearly $8 billion in the 1Q21.\nHealthcare manager Bright Health Group(BHG) plans to raise $1.3 billion at a $15.4 billion market cap. Bright Health seeks to employ a more consumer-centric approach to healthcare to improve consumer experiences. Through a multi-pronged organic and inorganic growth strategy, the company’s core business has grown to serve roughly 623,000 patients in 14 states since its founding.\nData infrastructure provider Confluent(CFLT) plans to raise $713 million at a $10.0 billion market cap. Confluent data infrastructure offering is designed to connect all the applications, systems, and data layers of a company around a real-time central nervous system. The company had more than 2,500 customers as of March 2021, with a dollar-based net retention rate of 117%.\nCar wash brand Mister Car Wash(MCW) plans to raise $600 million at a $5.3 billion market cap. Profitable with solid cash flow, Mister Car Wash is the largest national car wash brand in the US, with 344 locations in 21 states. The company offers a monthly subscription program called Unlimited Wash Club which had 1.4 million members as of 3/31/21, representing nearly two-thirds of total wash sales.\nDigital physicians network Doximity(DOCS) plans to raise $501 million at a $4.5 billion market cap. Doximity claims that it is the leading digital platform for US medical professionals, allowing collaboration with colleagues and secure coordination of patient care, among other features. Fast growing and profitable, the company had over 1.8 million members as of 3/31/21, representing more than 80% of physicians across the country.\nCustomer experience software provider Sprinklr(CXM) plans to raise $361 million at a $5.5 billion market cap. Sprinklr provides a software platform that helps enterprises create a persistent, unified view of each customer at scale. The company has attracted more than 1,000 customers, including over 50% of the Fortune 100. Sprinklr has improved its gross margins, though cash flow swung negative in 1Q FY22.\nHR platform provider First Advantage(FA) plans to raise $298 million at a $2.1 billion market cap. First Advantage provides technology solutions for screening, verifications, safety, and compliance related to human capital. Profitable with positive cash flow, the company derives most of its revenues from pre-onboarding screening, performing over 75 million screens on behalf of more than 30,000 customers in 2020.\nChinese social networking platform Soulgate(SSR) plans to raise $185 million at a $1.8 billion market cap. The company’s app Soul is a virtual social network created to address the drawbacks of current social media platforms. In March 2021, the company averaged 9.1 million DAUs, a 94% increase over the prior year period.\nDigital financial services provider AMTD Digital(HKD) plans to raise $120 million at a $1.4 billion market cap. AMTD Digital states that it is the \"fusion reactor\" at the core of the AMTD SpiderNet ecosystem, operating a comprehensive digital solutions platform in Asia. Profitable with explosive growth, the company primarily generates revenue from fees and commissions in two lines of business.\nOrgan bioengineering company Miromatrix Medical(MIRO) plans to raise $32 million at a $162 million market cap. Miromatrix is developing a novel technology for bioengineering fully transplantable human organs, initially focused on livers and kidneys. The company has demonstrated functional vasculature and important organ function in preclinical studies, and hopes to initiate a Phase 1 trial in late 2022 with its External Liver Assist Product.\nKidney disease biotech Unicycive Therapeutics(UNCY) plans to raise $25 million at a $116 million market cap. The company’s candidates include Renazorb, which was in-licensed from Spectrum Pharmaceuticals, and UNI 494, which was in-licensed from Sphaera Pharmaceuticals. Unicycive began conducting preclinical trials on UNI 494 in 2020.\nAntibiotic biotech Acurx Pharmaceuticals(ACXP) plans to raise $15 million at a $62 million market cap. The company is developing a new class of antibiotics for infections caused by bacteria listed as priority pathogens by the WHO, CDC, and USDA. Its lead candidate recently completed a Phase 2a trial in patients with C. difficile infections, and is expected to begin a Phase 2b trial this year.\n\n\n\nU.S. IPO Calendar\n\n\nIssuer Business\nDeal Size Market Cap\nPrice Range Shares Filed\nTop Bookrunners\n\n\nFull Truck Alliance (YMM)Guiyang, China\n$1,485M$19,723M\n$17 - $1982,500,000\nMorgan StanleyCICC\n\n\nDigital freight platform that connects shippers and truckers in China.\n\n\nFirst Advantage (FA)Atlanta, GA\n$298M$2,097M\n$13 - $1521,250,000\nBarclaysBofA\n\n\nProvides background checks and other services to corporate customers.\n\n\nSprinklr (CXM)New York, NY\n$361M$5,541M\n$18 - $2019,000,000\nMorgan StanleyJP Morgan\n\n\nProvides customer experience management software for enterprises.\n\n\nBright Health Group (BHG)Minneapolis, MN\n$1,290M$15,385M\n$20 - $2360,000,000\nJP MorganGoldman\n\n\nProvides health insurance and other healthcare services.\n\n\nConfluent (CFLT)Mountain View, CA\n$713M$10,033M\n$29 - $3323,000,000\nMorgan StanleyJP Morgan\n\n\nProvides an enterprise platform that collects and processes real-time data streams.\n\n\nDoximity (DOCS)San Francisco, CA\n$501M$4,549M\n$20 - $2323,300,000\nMorgan StanleyGoldman\n\n\nProfessional network for physicians with telehealth and scheduling tools.\n\n\nSoulgate (SSR)Shanghai, China\n$185M$1,824M\n$13 - $1513,200,000\nMorgan StanleyJefferies\n\n\nProvides the gamified social networking app Soul in China.\n\n\nAcurx Pharmaceuticals (ACXP)Staten Island, NY\n$15M$62M\n$5 - $72,500,000\nAlexander CapitalNetwork 1\n\n\nPhase 2 biotech developing antibiotics for antibiotic-resistant pathogens.\n\n\nMister Car Wash (MCW)Tucson, AZ\n$600M$5,256M\n$15 - $1737,500,000\nBofAMorgan Stanley\n\n\nLeading national car wash brand with 344 locations across the US.\n\n\nAMTD Digital (HKD)Hong Kong, China\n$120M$1,388M\n$6.80 - $8.2016,000,000\nAMTD GlobalLoop Capital\n\n\nDigital financial services provider being spun out of AMTD.\n\n\nMiromatrix Medical (MIRO)Eden Prairie, MN\n$32M$162M\n$7 - $94,000,000\nCraig-Hallum\n\n\nDeveloping novel bioengineering technology for organ transplants.\n\n\nUnicycive Therapeutics (UNCY)Los Altos, CA\n$25M$116M\n$8.50 - $10.502,635,000\nRoth Cap.\n\n\nEarly-stage biotech developing in-licensed therapies for kidney disease.\n\n\n\nStreet research is expected for seven companies, and lock-up periods will be expiring for up to two companies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179190958,"gmtCreate":1626490548774,"gmtModify":1633926284611,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/179190958","repostId":"1176139263","repostType":4,"repost":{"id":"1176139263","kind":"news","pubTimestamp":1626487398,"share":"https://www.laohu8.com/m/news/1176139263?lang=&edition=full","pubTime":"2021-07-17 10:03","market":"hk","language":"zh","title":"进军芯片研发？腾讯招聘大量芯片人才","url":"https://stock-news.laohu8.com/highlight/detail?id=1176139263","media":"中国证券报","summary":"在阿里、百度进入芯片行业之后，腾讯也要进军芯片设计领域。\n日前，腾讯官网开始招聘芯片架构师、芯片验证工程师、芯片设计工程师等多个芯片研发岗位。\n早在2018年5月，腾讯董事会主席兼首席执行官马化腾表示","content":"<div>\n<p>在阿里、百度进入芯片行业之后，腾讯也要进军芯片设计领域。\n日前，腾讯官网开始招聘芯片架构师、芯片验证工程师、芯片设计工程师等多个芯片研发岗位。\n早在2018年5月，腾讯董事会主席兼首席执行官马化腾表示：“如果我们还能介入支持一些芯片的研发，可能更好。”腾讯可以从为国产芯片和操作系统开发适配应用、云计算，为基础研究加大投入等方面做出努力。\n7月15日，腾讯还宣布旗下腾讯云和宁德时代战略牵手，联合攻关...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/AqYSRneBxxrW3i99kAQAbA\">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>进军芯片研发？腾讯招聘大量芯片人才</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进军芯片研发？腾讯招聘大量芯片人才\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-17 10:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/AqYSRneBxxrW3i99kAQAbA><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在阿里、百度进入芯片行业之后，腾讯也要进军芯片设计领域。\n日前，腾讯官网开始招聘芯片架构师、芯片验证工程师、芯片设计工程师等多个芯片研发岗位。\n早在2018年5月，腾讯董事会主席兼首席执行官马化腾表示：“如果我们还能介入支持一些芯片的研发，可能更好。”腾讯可以从为国产芯片和操作系统开发适配应用、云计算，为基础研究加大投入等方面做出努力。\n7月15日，腾讯还宣布旗下腾讯云和宁德时代战略牵手，联合攻关...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/AqYSRneBxxrW3i99kAQAbA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"159813":"芯片","QNETCN":"纳斯达克中美互联网老虎指数","00700":"腾讯控股","TCEHY":"腾讯控股ADR"},"source_url":"https://mp.weixin.qq.com/s/AqYSRneBxxrW3i99kAQAbA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176139263","content_text":"在阿里、百度进入芯片行业之后，腾讯也要进军芯片设计领域。\n日前，腾讯官网开始招聘芯片架构师、芯片验证工程师、芯片设计工程师等多个芯片研发岗位。\n早在2018年5月，腾讯董事会主席兼首席执行官马化腾表示：“如果我们还能介入支持一些芯片的研发，可能更好。”腾讯可以从为国产芯片和操作系统开发适配应用、云计算，为基础研究加大投入等方面做出努力。\n7月15日，腾讯还宣布旗下腾讯云和宁德时代战略牵手，联合攻关新能源质检世界级难题。截至7月16日收盘，腾讯控股总市值约4.50万亿元，宁德时代总市值为1.24万亿元，两大巨头联手效果如何？\n招聘芯片相关人才\n7月16日晚间，中证君从腾讯官网获悉，6月底至7月初，腾讯招聘出现多个芯片研发岗位：芯片架构师、芯片验证工程师、芯片设计工程师、高性能渲染芯片软硬件资深架构师等多个职位，工作地点可选北京、上海、深圳。\n以7月3日开始招聘的芯片设计工程师为例，岗位工作要求包括精通数字电路设计流程，精通RTL代码书写，具有电路优化的经验；精通VCS/Deisgn compiler等常见的IC软件与开发工具；4年以上数字前端设计经验，有大规模 SoC 芯片设计成功量产经历；CPU/NPU 等设计经验者优先。\n上述芯片相关岗位被设置在腾讯技术工程事业群（TEG）。\n实际上，腾讯早就在布局芯片行业。2018年8月，腾讯领投了人工智能芯片公司燧原科技Pre-A轮融资。2021年1月，燧原科技宣布完成18亿元C轮融资，腾讯跟投。\n天眼查显示，2020年3月，深圳宝安湾腾讯云计算有限公司注册成立，注册资本2000万元，经营范围包括从事计算机软硬件技术开发、销售自行开发的软件；集成电路设计、研发；等等。该公司由腾讯云计算（北京）有限责任公司持有100%股权，实际控制人为马化腾。\n早有迹象表明，腾讯要进军芯片行业。2018年5月，马化腾在“未来论坛 深圳峰会”上表示，中国的科技应用在一些方面已经全球领先，但在基础科学研究方面，基础还相对薄弱。他认为腾讯可以从为国产芯片和操作系统开发适配应用、云计算，为基础研究加大投入等方面做出努力。\n彼时，马化腾表示：“很多人也对像腾讯等企业提出要求，说你们作为市值比较大的科技企业应该做些什么？我最近也在思考，能不能从芯片到操作系统，或者从人工智能到量子计算多做点事情？”\n“过去我们觉得这个产业链离我们很远，做软件、做服务离芯片好像远了一点。但实际上，我们做了很多数据中心，包括云，我们对很多服务器端，甚至包括芯片的需求是有一定的影响力的。我们可以倒逼芯片设计行业针对我们的服务和需求做设计。”马化腾表示。\n马化腾表示：“如果我们还能介入支持一些芯片的研发，可能更好。但是这一点坦率来说，我们未必擅长，可能还要借助产业链的其他力量去做这个事情。”\n牵手宁德时代\n除了在芯片设计领域排兵布阵，腾讯近期还与新能源电池巨头宁德时代达成了战略合作。\n7月15日，腾讯云宣布，与宁德时代签署战略合作协议。双方宣布在人工智能技术研发、成果转换、人才培养等方面开展深入合作，共建“宁德时代-腾讯云AI联合创新基地”，打造体系化全流程AI生产力，推动新能源产业智能化升级。\n腾讯云表示，公司已为全球超过12亿用户提供AI技术服务，客户数超过200万，是中国最大的人工智能服务提供商，依托于腾讯优图实验室等顶级实验室的AI算法支持，面向行业输出领先的人工智能技术与服务。\n腾讯云将为创新基地建设数据中心、私有云、AI算法平台等基础设施。双方联合攻关新能源质检世界级难题。基于腾讯优图实验室在计算机视觉领域的领先优势和技术实力，双方将重点对新能源质检领域一系列世界级难题进行AI技术攻关；助力宁德时代提升研发效率、加快电动电池技术能力储备，提高人工智能前沿技术研发水平。\n今年2月18日，腾讯股价站上775.5港元/股的高位，创下历史新高。但此后，腾讯控股股价开始一路走低，市值一度缩水约2万亿元人民币。\n本周（7月12日至7月16日）以来，腾讯股价初现底部企稳迹象，截至7月16日收盘，腾讯股价报收564港元，一周内累计上涨6.8%。\n对于腾讯的后续走势，机构目前普遍持乐观态度。5月下旬以来，30余家券商机构都给予了腾讯推荐、买入、优于大市等正面评级，给予的目标价从673至860港元不等。机构普遍认为，相对于当前的股价，腾讯控股未来上涨预期较大。\n近期机构给予腾讯的目标价\n\n来源：Wind\n今年5月20日，腾讯控股发布的2021年第一季度业绩报告显示，公司实现营收1353.03亿元，同比增长25%；净利润为478亿元，同比增长65%。业绩表现超出市场预期。\n7月14日，中信证券在二季度业绩前瞻研报中表示，预测腾讯今年二季度实现营收1373.07亿元，同比增长19.5%；Non-IFRS净利润324.10亿元，同比增长7.5%。中信证券给予腾讯2022年目标价674港元。\n\n来源：Wind","news_type":1},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":147797990,"gmtCreate":1626390538810,"gmtModify":1633927306361,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/147797990","repostId":"1191369396","repostType":4,"repost":{"id":"1191369396","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":1626389502,"share":"https://www.laohu8.com/m/news/1191369396?lang=&edition=full","pubTime":"2021-07-16 06:51","market":"us","language":"zh","title":"英特尔正在谈判以大约300亿美元收购格芯","url":"https://stock-news.laohu8.com/highlight/detail?id=1191369396","media":"老虎资讯综合","summary":"7月16日讯，据知情人士透露，英特尔公司正在研究收购格芯（GlobalFoundries）的交易，此举将推动这家半导体巨头为其他科技公司生产更多芯片的计划，并被视为该公司有史以来最大的一笔收购。\n知情","content":"<p>7月16日讯，据知情人士透露，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>公司正在研究收购格芯（GlobalFoundries）的交易，此举将推动这家半导体巨头为其他科技公司生产更多芯片的计划，并被视为该公司有史以来最大的一笔收购。</p>\n<p>知情人士说，这笔交易对GlobalFoundries的估值可能在300亿美元左右。但并不能保证一定会成功，GlobalFoundries可能会按计划进行首次公开募股(IPO)。GlobalFoundries为阿布扎比政府投资机构穆巴达拉投资公司(Mubadala Investment Co.)所有，但总部设在美国。该公司发言人说，该公司没有与英特尔进行谈判。</p>\n<p>格芯为阿布扎比主权财富基金 Mubadala 投资公司所有，但总部设在美国。据研究机构集邦咨询（Trendforce）数据，按照营收计算，格芯在全球晶圆代工市场占据了约7%的市场份额，位于台积电、三星和联电之后。</p>\n<p><img src=\"https://static.tigerbbs.com/875739a63d7486f99ea8e73c95c0ec18\" tg-width=\"552\" tg-height=\"279\" referrerpolicy=\"no-referrer\"></p>\n<p>值得关注的是，格芯大客户中包括了英特尔的竞争对手AMD。在今年，双方达成了一项长期的芯片组件供应协议，其价值为16亿美元。这将大大加大英特尔的并购难度。</p>\n<p>英特尔首席执行官帕特·基辛格(Pat Gelsinger)在三月份表示，英特尔将重返晶圆厂代工，并宣布将投入超 200亿美元，扩大美国的晶圆生产设备，也会在海內外推动更多投资。</p>\n<p>此前有多家半导体企业宣布了扩产计划，例如台积电三年内投资1000亿美元用于扩大产能；韩国第二大芯片厂SK海力士千亿美元扩产计划获批。</p>\n<p>集邦咨询分析师乔安曾表示，全球半导体需求仍然强劲，加上车用半导体需求吃紧，导致晶圆代工各制程产能多半难求的市况下，交付周期延长。扩产成为解决产能问题的最直接方法。</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>英特尔正在谈判以大约300亿美元收购格芯</title>\n<style 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}\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英特尔正在谈判以大约300亿美元收购格芯\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\">2021-07-16 06:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月16日讯，据知情人士透露，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>公司正在研究收购格芯（GlobalFoundries）的交易，此举将推动这家半导体巨头为其他科技公司生产更多芯片的计划，并被视为该公司有史以来最大的一笔收购。</p>\n<p>知情人士说，这笔交易对GlobalFoundries的估值可能在300亿美元左右。但并不能保证一定会成功，GlobalFoundries可能会按计划进行首次公开募股(IPO)。GlobalFoundries为阿布扎比政府投资机构穆巴达拉投资公司(Mubadala Investment Co.)所有，但总部设在美国。该公司发言人说，该公司没有与英特尔进行谈判。</p>\n<p>格芯为阿布扎比主权财富基金 Mubadala 投资公司所有，但总部设在美国。据研究机构集邦咨询（Trendforce）数据，按照营收计算，格芯在全球晶圆代工市场占据了约7%的市场份额，位于台积电、三星和联电之后。</p>\n<p><img src=\"https://static.tigerbbs.com/875739a63d7486f99ea8e73c95c0ec18\" tg-width=\"552\" tg-height=\"279\" referrerpolicy=\"no-referrer\"></p>\n<p>值得关注的是，格芯大客户中包括了英特尔的竞争对手AMD。在今年，双方达成了一项长期的芯片组件供应协议，其价值为16亿美元。这将大大加大英特尔的并购难度。</p>\n<p>英特尔首席执行官帕特·基辛格(Pat Gelsinger)在三月份表示，英特尔将重返晶圆厂代工，并宣布将投入超 200亿美元，扩大美国的晶圆生产设备，也会在海內外推动更多投资。</p>\n<p>此前有多家半导体企业宣布了扩产计划，例如台积电三年内投资1000亿美元用于扩大产能；韩国第二大芯片厂SK海力士千亿美元扩产计划获批。</p>\n<p>集邦咨询分析师乔安曾表示，全球半导体需求仍然强劲，加上车用半导体需求吃紧，导致晶圆代工各制程产能多半难求的市况下，交付周期延长。扩产成为解决产能问题的最直接方法。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"03086":"华夏纳指","INTC":"英特尔","09086":"华夏纳指-U"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191369396","content_text":"7月16日讯，据知情人士透露，英特尔公司正在研究收购格芯（GlobalFoundries）的交易，此举将推动这家半导体巨头为其他科技公司生产更多芯片的计划，并被视为该公司有史以来最大的一笔收购。\n知情人士说，这笔交易对GlobalFoundries的估值可能在300亿美元左右。但并不能保证一定会成功，GlobalFoundries可能会按计划进行首次公开募股(IPO)。GlobalFoundries为阿布扎比政府投资机构穆巴达拉投资公司(Mubadala Investment Co.)所有，但总部设在美国。该公司发言人说，该公司没有与英特尔进行谈判。\n格芯为阿布扎比主权财富基金 Mubadala 投资公司所有，但总部设在美国。据研究机构集邦咨询（Trendforce）数据，按照营收计算，格芯在全球晶圆代工市场占据了约7%的市场份额，位于台积电、三星和联电之后。\n\n值得关注的是，格芯大客户中包括了英特尔的竞争对手AMD。在今年，双方达成了一项长期的芯片组件供应协议，其价值为16亿美元。这将大大加大英特尔的并购难度。\n英特尔首席执行官帕特·基辛格(Pat Gelsinger)在三月份表示，英特尔将重返晶圆厂代工，并宣布将投入超 200亿美元，扩大美国的晶圆生产设备，也会在海內外推动更多投资。\n此前有多家半导体企业宣布了扩产计划，例如台积电三年内投资1000亿美元用于扩大产能；韩国第二大芯片厂SK海力士千亿美元扩产计划获批。\n集邦咨询分析师乔安曾表示，全球半导体需求仍然强劲，加上车用半导体需求吃紧，导致晶圆代工各制程产能多半难求的市况下，交付周期延长。扩产成为解决产能问题的最直接方法。","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":162421326,"gmtCreate":1624072131965,"gmtModify":1634011069294,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/162421326","repostId":"1156696708","repostType":4,"repost":{"id":"1156696708","kind":"news","pubTimestamp":1624063306,"share":"https://www.laohu8.com/m/news/1156696708?lang=&edition=full","pubTime":"2021-06-19 08:41","market":"us","language":"en","title":"Dow falls more than 500 points to close out its worst week since October","url":"https://stock-news.laohu8.com/highlight/detail?id=1156696708","media":"cnbc","summary":"Stocks fell on Friday, with theDow Jones Industrial Averageposting its worst weekly loss since Octob","content":"<div>\n<p>Stocks fell on Friday, with theDow Jones Industrial Averageposting its worst weekly loss since October, as traders worried the Federal Reserve could start raising rates sooner than expected.\nThe blue-...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/17/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>Dow falls more than 500 points to close out its worst week since October</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\">\nDow falls more than 500 points to close out its worst week since October\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-19 08:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/17/stock-market-futures-open-to-close-news.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks fell on Friday, with theDow Jones Industrial Averageposting its worst weekly loss since October, as traders worried the Federal Reserve could start raising rates sooner than expected.\nThe blue-...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/17/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/06/17/stock-market-futures-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1156696708","content_text":"Stocks fell on Friday, with theDow Jones Industrial Averageposting its worst weekly loss since October, as traders worried the Federal Reserve could start raising rates sooner than expected.\nThe blue-chip average dropped 533.37 points, or 1.6%, to 33,290.08. TheS&P 500slid 1.3% to 4,166.45. Both the Dow and S&P 500 hit their session lows in the final minutes of trading and closed around those levels. TheNasdaq Compositeclosed 0.9% lower at 14,030.38. Economic comeback plays led the market losses.\nFor the week, the 30-stock Dow lost 3.5%. The S&P 500 and Nasdaq were down by 1.9% and 0.2%, respectively, week to date.\nSt. Louis Federal Reserve President Jim Bullardtold CNBC's \"Squawk Box\"on Friday it was natural for the Fed to tilt a little \"hawkish\" this week and that the first rate increase from the central bank would likely come in 2022. His comments came after the Fed on Wednesday added two rate hikes to its 2023 forecast and increased its inflation projection for the year, putting pressure on stock prices.\n\"The fear held by some investors is that if the Fed tightens policy sooner than expected to help cool inflationary pressures, this could weigh on future economic growth,\" Truist Advisory Services chief market strategist Keith Lerner said in a note. To be sure, he added it would be premature to give up on the so-called value trade right now.\nPockets of the market most sensitive to the economic rebound led the sell-off this week. The S&P 500 energy sector and industrials dropped 5.2% and 3.8%, respectively, for the week. Financials and materials meanwhile, lost more than 6% each. These groups had been market leaders this year on the back of the economic reopening.\nThe decline in stocks came as the Fed's actions caused a drastic flattening of the so-called Treasury yield curve. This means the yields of shorter-duration Treasurys — like the 2-year note — rose while longer-duration yields like the benchmark 10-year declined. The retreat in long-dated bond yields reflects less optimism toward economic growth, while the jump in short-end yields shows the expectations of the Fed raising rates.\nThis phenomenon hurt bank stocks particularly as their earnings could take a hit when the spread between short-term and long-term rates narrows. Bank of America and JPMorgan Chase shares on Friday lost more than 2% each. Citigroup fell by 1.8%, posting its 12th straight daily decline.\nFed Chairman Jerome Powell said Wednesday that officials have discussed tapering bond buying and would at some point begin slowing the asset purchases.\n\"This week's first whiff of an eventual change in Fed policy was a reminder that emergency monetary conditions and the free-money era will ultimately end,\" strategists at MRB Partners wrote in a note. \"We expect a series of incremental retreats from the Fed's benign inflation outlook in the coming months.\"\nCommodity prices were underpressure this weekas China attempted to cool rising prices and as the U.S. dollar strengthens. Copper, gold and platinum fell once again on Friday.\nFriday also coincided with the quarterly \"quadruple witching\" in which options and futures on indexes and equities expire. This event may have contributed to more volatile trading during the session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":872128249,"gmtCreate":1637460594064,"gmtModify":1637460594064,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872128249","repostId":"1193739210","repostType":4,"repost":{"id":"1193739210","kind":"news","pubTimestamp":1637457862,"share":"https://www.laohu8.com/m/news/1193739210?lang=&edition=full","pubTime":"2021-11-21 09:24","market":"us","language":"en","title":"Does Sono Group Have a Breakthrough Innovation That Could Put “Range Anxiety” to Bed?","url":"https://stock-news.laohu8.com/highlight/detail?id=1193739210","media":"Investorplace","summary":"In a blink-and-you-miss-it moment this week, one of the most interestingelectric vehicle (EV) startu","content":"<p>In a blink-and-you-miss-it moment this week, one of the most interesting<b><i>electric vehicle (EV) startups</i></b>in the worldwent publicthrough a super successful initial public offering (IPO).</p>\n<p>That company is the Germany-based&nbsp;<b>Sono Group</b>(NASDAQ:<b><u>SEV</u></b>) – a small EV company that’s unlike any other electric vehicle firm on the planet. This isn’t the next&nbsp;<b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>)<b>,</b>nor is it the next&nbsp;<b>Lucid</b>&nbsp;<b>Group</b>(NASDAQ:<b><u>LCID</u></b>) or&nbsp;<b>Rivian</b>(NASDAQ:<b><u>RIVN</u></b>)… and that’s by design.</p>\n<p>Because, while all those EV makers are making plug-in electric vehicles, Sono is making the world’s first<b>solar electric vehicle</b>, or “<b>SEV</b>.”</p>\n<p>Soaring 150%-plus from its $15 IPO price Wednesday, investors have sat up to take notice of this company that is helmed by a CEO barely out of university.</p>\n<p>Indeed, at age 26, Sono founder Laurin Hahn cuts a very different image than your typical CEO. Hahn’s an environmentalist and idealist at heart, which is why Sono’s goal isn’t just to sell cars, but to “implement an innovative CO2-neutral mobility concept.” Out of that vision comes the&nbsp;<b>Sion</b>– an understated, no-frills attempt at designing an effective solar EV for the masses.</p>\n<p>And unlike the glossy, leather-clad premium electric vehicles dominating most conversations around EVs, the Sion actually feels like a vehicle designed to put the world on the right path toward net-zero carbon emissions.</p>\n<p>To ensure its vision aligned with the needs of everyday drivers, the company’s signature vehicle – the Sion – had its users in mind from the very beginning. Everything from the color and upholstery of the car to the voltage and resulting range of the battery was voted on by a community of 15,000.</p>\n<p>As for its look, the Sion essentially replaces the exterior aluminum and paint on an electric car with 248 flexible solar modules that are perfectly adapted to the shape of the vehicle.</p>\n<p>The car looks, drives, and acts just like any other mass-market EV. But as it drives, it charges itself through these solar cells. There’s a still a battery at the core of the vehicle, but it doesn’t rely on being plugged in – the battery can be recharged by simply leaving it out in the sun.</p>\n<p>The huge value-add here, of course, is solving so-called EV “<b><i>range anxiety</i></b><i>,</i>” or the fear that EVs won’t be able to drive you as far as you need to go.</p>\n<p>To-date, such fears have proven very legitimate. After all, your typical EV today fetches around 250 miles of driving range. Your average gas car can travel up to 400 miles per tank. So, yes, EVs have historically been limiting in terms of how far they can travel.</p>\n<p>Sono Motors believes that its solar EV tech will fix this issue. And while it is a very innovative solution that we find super interesting, there’s just one small issue:<b>It doesn’t actually solve the “range anxiety” problem.</b></p>\n<p>Sono’s claim is that its solar cells collectively add about 70 miles of driving range to its Sion EV, which has a built-in driving range of 190 miles. Add it up, and even with these solar panels, the Sion still gets less than 300 miles of real-time driving range – much less than the 400 miles a gas-powered car fetches per tank.</p>\n<p>But solar technology is not static –it’s very dynamic. And right now, scientists across the globe are working on multiple solar technology breakthroughs to dramatically improve the performance of solar cells. One such promising breakthrough is the inclusion of perovskites in solar cells. Perovskites are a very flexible material, and therefore, could be included in Sono’s solar mobility tech to significantly improve the performance of these SEVs.</p>\n<p>In other words, while solar electric vehicles are cool, the underlying solar cell technology here is still many years away from being robust enough to actually solve EV range anxiety fears.</p>\n<p>That’s the bad news.</p>\n<p>The good news, though, is that we don’t even<i>need</i>solar electric vehicles to solve range anxiety…</p>\n<p>Because there is&nbsp;<b><i>another breakthrough battery technology being pioneered today</i></b>, which is ready to add not just 70 or 80 miles of driving range to an EV – but potentially thousands of miles of driving range to an EV, thereby allowing electric cars to travel as much as 10X as far as gas-powered cars on a single charge.</p>\n<p>These batteries are the future and will forever solve the EV “range anxiety” problem.</p>\n<p>It’s simple, really… With them, EVs will last forever.</p>\n<p>The technology behind these forever batteries is exceptionally complex – so complex, in fact, that no one has been able to make one big enough to power an electric car yet.</p>\n<p><b><i>But that’s changing right now</i></b>, as some companies in this space have – for the first time ever – built small-scale “forever batteries” that are working. Now, all these companies have to do is scale these batteries and make them bigger.</p>\n<p>Make no mistake. They’re going to do just that. And the companies behind this forever battery technology will turn into titans of the EV industry.</p>\n<p>Not to mention,<b>their stocks will score shareholders enormous returns.</b></p>","source":"lsy1606302653667","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>Does Sono Group Have a Breakthrough Innovation That Could Put “Range Anxiety” to Bed?</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\">\nDoes Sono Group Have a Breakthrough Innovation That Could Put “Range Anxiety” to Bed?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-21 09:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/hypergrowthinvesting/2021/11/does-sono-group-have-a-breakthrough-innovation-that-could-put-range-anxiety-to-bed/><strong>Investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In a blink-and-you-miss-it moment this week, one of the most interestingelectric vehicle (EV) startupsin the worldwent publicthrough a super successful initial public offering (IPO).\nThat company is ...</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2021/11/does-sono-group-have-a-breakthrough-innovation-that-could-put-range-anxiety-to-bed/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/hypergrowthinvesting/2021/11/does-sono-group-have-a-breakthrough-innovation-that-could-put-range-anxiety-to-bed/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193739210","content_text":"In a blink-and-you-miss-it moment this week, one of the most interestingelectric vehicle (EV) startupsin the worldwent publicthrough a super successful initial public offering (IPO).\nThat company is the Germany-based Sono Group(NASDAQ:SEV) – a small EV company that’s unlike any other electric vehicle firm on the planet. This isn’t the next Tesla(NASDAQ:TSLA),nor is it the next Lucid Group(NASDAQ:LCID) or Rivian(NASDAQ:RIVN)… and that’s by design.\nBecause, while all those EV makers are making plug-in electric vehicles, Sono is making the world’s firstsolar electric vehicle, or “SEV.”\nSoaring 150%-plus from its $15 IPO price Wednesday, investors have sat up to take notice of this company that is helmed by a CEO barely out of university.\nIndeed, at age 26, Sono founder Laurin Hahn cuts a very different image than your typical CEO. Hahn’s an environmentalist and idealist at heart, which is why Sono’s goal isn’t just to sell cars, but to “implement an innovative CO2-neutral mobility concept.” Out of that vision comes the Sion– an understated, no-frills attempt at designing an effective solar EV for the masses.\nAnd unlike the glossy, leather-clad premium electric vehicles dominating most conversations around EVs, the Sion actually feels like a vehicle designed to put the world on the right path toward net-zero carbon emissions.\nTo ensure its vision aligned with the needs of everyday drivers, the company’s signature vehicle – the Sion – had its users in mind from the very beginning. Everything from the color and upholstery of the car to the voltage and resulting range of the battery was voted on by a community of 15,000.\nAs for its look, the Sion essentially replaces the exterior aluminum and paint on an electric car with 248 flexible solar modules that are perfectly adapted to the shape of the vehicle.\nThe car looks, drives, and acts just like any other mass-market EV. But as it drives, it charges itself through these solar cells. There’s a still a battery at the core of the vehicle, but it doesn’t rely on being plugged in – the battery can be recharged by simply leaving it out in the sun.\nThe huge value-add here, of course, is solving so-called EV “range anxiety,” or the fear that EVs won’t be able to drive you as far as you need to go.\nTo-date, such fears have proven very legitimate. After all, your typical EV today fetches around 250 miles of driving range. Your average gas car can travel up to 400 miles per tank. So, yes, EVs have historically been limiting in terms of how far they can travel.\nSono Motors believes that its solar EV tech will fix this issue. And while it is a very innovative solution that we find super interesting, there’s just one small issue:It doesn’t actually solve the “range anxiety” problem.\nSono’s claim is that its solar cells collectively add about 70 miles of driving range to its Sion EV, which has a built-in driving range of 190 miles. Add it up, and even with these solar panels, the Sion still gets less than 300 miles of real-time driving range – much less than the 400 miles a gas-powered car fetches per tank.\nBut solar technology is not static –it’s very dynamic. And right now, scientists across the globe are working on multiple solar technology breakthroughs to dramatically improve the performance of solar cells. One such promising breakthrough is the inclusion of perovskites in solar cells. Perovskites are a very flexible material, and therefore, could be included in Sono’s solar mobility tech to significantly improve the performance of these SEVs.\nIn other words, while solar electric vehicles are cool, the underlying solar cell technology here is still many years away from being robust enough to actually solve EV range anxiety fears.\nThat’s the bad news.\nThe good news, though, is that we don’t evenneedsolar electric vehicles to solve range anxiety…\nBecause there is another breakthrough battery technology being pioneered today, which is ready to add not just 70 or 80 miles of driving range to an EV – but potentially thousands of miles of driving range to an EV, thereby allowing electric cars to travel as much as 10X as far as gas-powered cars on a single charge.\nThese batteries are the future and will forever solve the EV “range anxiety” problem.\nIt’s simple, really… With them, EVs will last forever.\nThe technology behind these forever batteries is exceptionally complex – so complex, in fact, that no one has been able to make one big enough to power an electric car yet.\nBut that’s changing right now, as some companies in this space have – for the first time ever – built small-scale “forever batteries” that are working. Now, all these companies have to do is scale these batteries and make them bigger.\nMake no mistake. They’re going to do just that. And the companies behind this forever battery technology will turn into titans of the EV industry.\nNot to mention,their stocks will score shareholders enormous returns.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":173158401,"gmtCreate":1626649585003,"gmtModify":1633925364967,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/173158401","repostId":"1134210398","repostType":4,"repost":{"id":"1134210398","kind":"news","weMediaInfo":{"introduction":"创业与投资专业门户","home_visible":1,"media_name":"投资界","id":"1096839439","head_image":"https://static.tigerbbs.com/2531123ee54a22588d693ba65ab705b3"},"pubTimestamp":1626603399,"share":"https://www.laohu8.com/m/news/1134210398?lang=&edition=full","pubTime":"2021-07-18 18:16","market":"hk","language":"zh","title":"雷军，一口气投了3家美容仪公司","url":"https://stock-news.laohu8.com/highlight/detail?id=1134210398","media":"投资界","summary":"美容仪，这个看似小小的赛道正诞生一笔笔融资。\n\n雷军又出手了，投的赛道你可能想不到。\n投资界获悉，美容护理品牌inFace刚刚宣布获数千万元人民币Pre-A轮融资，由小米集团、顺为资本领投。令人惊讶的","content":"<blockquote>\n 美容仪，这个看似小小的赛道正诞生一笔笔融资。\n</blockquote>\n<p>雷军又出手了，投的赛道你可能想不到。</p>\n<p>投资界获悉，美容护理品牌inFace刚刚宣布获数千万元人民币Pre-A轮融资，由小米集团、顺为资本领投。令人惊讶的是，这是小米今年投的第三家美容硬件公司，此前还投了研发生发帽的可思美和推出洗脸仪的氧芬。</p>\n<p>至此，<b>小米的美容仪器版图</b>逐渐形成，涵盖了洁面、抗衰、紧致、祛痘、净肤、脱毛等众多品类。擅长做硬件的雷军，终于找到方向赚起了女生的钱。</p>\n<p>美容仪，这个不起眼的赛道火了，VC/PE涌入：就在这个月，美容仪品牌飞莫拿到了IDG资本独家投资，这是飞莫成立以来的第3轮融资；新锐品牌BIOLAB听研等也在今年完成了由天图投资领投的新一轮融资.....越来越多国产网红美容仪品牌正在诞生，抢占这个暴利的市场。</p>\n<p>美丽是一项永恒的事业，中国数以亿计爱美女性正缔造一个个造富神话。用VC的话来说，这是一个永不消失的风口，永远有下一个热点诞生。</p>\n<p><b>雷军又出手</b></p>\n<p><b>几天前，投了一个美容仪</b></p>\n<p>雷军，悄悄投了一家美容仪公司。</p>\n<p>这源于一则融资消息——7月16日，美容护理品牌inFace近期获数千万元人民币Pre-A轮融资，由小米集团、顺为资本领投，上一轮投资方芯跑资本以及战略伙伴追加投资。据悉，inFace仍在积极筹备下一轮融资。</p>\n<p>inFace有何来头？创立于2017年，inFace，是小米生态链公司米谷<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>旗下个人家用美护品牌。成立以来，公司为广大用户提供清洁、护理、抗初老等系列家用美容仪器及家庭美容护理整体解决方案，主打产品有洁面仪、黑头仪、直卷发梳和小气泡焕肤仪等。</p>\n<p><img src=\"https://static.tigerbbs.com/afef2cceb591e447fcd8e8958fa434e4\" tg-width=\"828\" tg-height=\"1200\" referrerpolicy=\"no-referrer\"></p>\n<p>这家从事美丽事业的公司背后，却是<b>一位男性创始人——肖音</b>。从哈尔滨师范大学毕业后，肖音先是按部就班地在北京一家教育公司工作。而后，他进入半导体企业杭州鸿星电子有限公司，担任销售总监一职。在鸿星电子担任高管期间，他主要负责公司战略制定、团队组建和项目管理等方面工作，并在电子制造领域结识一群志趣相投的朋友。</p>\n<p>只要有时间，肖音便和朋友们聚在一起研究创业的事情。无线充电、万能遥控器……都曾列入过他们的创业计划表，但一直没能敲定最终方向。一次在美国的出差经历，让肖音找到了目标——个护美容仪。当时，他偶然看到一块成本只有几百元的毛刷洁面仪，竟然买到了几千元。“虽说美护产品有一定的品牌溢价利润，但也不至于这么夸张。”肖音曾分享了他的惊讶发现。</p>\n<p>2017年，肖音来到供应链相对集中的深圳开始创业。创业第一年，米谷智能没有产品，没有营收，仅有4名成员；经过接近一年的研发和打磨，2018年1月米谷智能首款个护美容产品——inFace声波离子洁面仪上架小米众筹。仅用两周时间，该款产品的支持人数高达1.3万人，众筹金额341.45万元，达成率超过600%，成为小米众筹爆款。</p>\n<p>初战告捷，肖音开始考虑下一款产品朝着哪个方向走。为此，他还特意去皮肤科专家，了解皮肤问题的缘由。“我真正进入到这个行业后，才知道皮肤有这么多讲究。”于是，肖音继续带着团队埋头研究产品的设计和技术。</p>\n<p>随后两年时间，米谷智能相继推出了inFace声波洁面仪、inFace黄金美容棒、inFace黑头仪等产品。其中，inFace黑头仪上线14天销售额破千万，获得了超11万人的认可，成为新一代网红产品。</p>\n<p>成立4年时间里，米谷智能的产品线包括直发梳、脱毛仪等毛发类产品、洁面仪等皮肤类产品以及射频仪、美眼仪等抗初老产品。在今年618活动中，inFace直发梳在造型梳/离子梳/电动梳品类交易榜中排名第一。</p>\n<p><b>你可能想象不到，又一条赛道火爆</b></p>\n<p><b>VC/PE排队入场</b></p>\n<p>美容仪，这个看似小小的赛道正诞生一笔笔融资，你可能不知道，<b>inFace是雷军本年内投的第三家美容仪公司。</b></p>\n<p>今年1月，专注于医疗级家用健康消费品品牌COSBEAUTY可思美宣布完成B+轮近亿元融资，由小米领投，顺为资本、信之源跟投。早在2017年，深创投曾领投该公司B轮近亿元人民币融资。可思美也是一家专注研发女性美容健康类电子产品的开发商，成立于2013年5月。目前，公司代表产品有生发帽、超声波离子美容仪、脱毛仪、肌肤检测仪等。</p>\n<p>不久前，成立于2019年的宁波轻美电器科技有限公司获小米集团战略融资，具体投资额尚未披露。官网显示，该公司旗下主要品牌是专注净水细分领域的氧芬，其产品主要是一款养肤洗脸柔水仪。</p>\n<p>事实上，早在2017年小米集团和顺为资本便开始布局美容仪领域。2017年11月，光电美容品牌——AMIRO获得了由小米、顺为资本领投的千万级Pre-A轮融资，此前真格基金和太火鸟联合参与其天使轮融资。2015年7月，毕业于浙江大学计算机学院工业设计专业的王念欧创立了该品牌。</p>\n<p>刚刚开始的几年时间里，团队一直在攻克核心光源技术，发布了几款中高价档的高清日光镜产品。随后几年，该团队先后拓展了美体线的红光波脱毛仪和美容线的“时光机”射频美容仪。</p>\n<p>去年年底，AMIRO官宣了亿元级的B轮融资。这一次融资，不仅有老股东顺为资本继续跟随，还有达晨财智、弘晖资本、凯尔特亚洲、奥牛资本等投资机构的加持。</p>\n<p>2021年，VC/PE都涌现了这条赛道。3月，轻医美护肤品牌BIOLAB听研完成千万级Pre-A轮融资，由天图投资领投，宝捷会创新消费基金跟投。此前，听研曾获得来自宝捷会创新消费基金的天使轮投资。定位轻医美护肤品牌，BIOLAB听研产品线主要分为瞄准家用场景的轻医美科技护肤产品如家用水光注氧仪、冻干精华原液等，以及日常功效型产品如修护面膜、清洁啫喱等。</p>\n<p>7月，IDG资本独家投资了美容仪品牌飞莫。这家<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>背后是一位80后设计师Spark Cui。2005年，他进入江南大学学习工业设计专业；两年后，又考入荷兰艾恩霍芬理工大学，研修工业设计专业本科。回国后，Spark Cui选择进入<a href=\"https://laohu8.com/S/PHG\">飞利浦</a>研究院深造，负责超前研发。在此期间，他设计出的产品屡获红点等国际工业设计奖项。</p>\n<p>2017年，Spark Cui携手前<a href=\"https://laohu8.com/S/MSFT\">微软</a>研究院Martijn ten Bhömer博士，联手创立飞莫。自从2017年成立以来，飞莫先后推出洁面仪、水光仪、水光精华液、护肤等多款美容护肤产品。其热卖星品飞莫家用水光美容仪，成为2020年天猫水光仪单品销量Top1。</p>\n<p>从雷军到国内VC/PE，他们都在投这一个个小小的美容仪器。</p>\n<p><b>美容仪为什么火？</b></p>\n<p><b>Z世代撑起一个个美丽造富神话</b></p>\n<p>当Z世代开始“抗初老”，一个个财富神话诞生。</p>\n<p>《中国社会新人消费报告》指出，90后和00后消费者开始将美容仪、医美、保健品、运动健身等进行花式组合，以抵挡“衰老”带来的焦虑与不安。</p>\n<p>眼下，中国美容仪市场正在快速增长。根据市场研究公司英敏特在2020年11月发布的美容仪器报告，尽管2020年第一季度消费者购买力受到疫情影响，但恢复常态后，美容仪器市场再次实现快速增长。英敏特预计，2020年中国美容仪器市场总销售额同比去年增长21%，实现115亿元人民币。</p>\n<p>CBNData与天猫国际联合发布的《2020线上家用美容仪消费洞察报告》显示了一个进一步说明这一点的数据：在家用美容仪的典型消费群体中，30%的Z世代选择购入美容仪，对装备进行升级，在家享受躺着也变美的乐趣。</p>\n<p>今年，医美板块的持续暴涨已经持续了3个月，处在产业链上游的三大龙头——<b><a href=\"https://laohu8.com/S/300896\">爱美客</a>、<a href=\"https://laohu8.com/S/688366\">昊海生科</a>、<a href=\"https://laohu8.com/S/688363\">华熙生物</a></b>，涨幅更是分别达到了81%、104%、72%，甚至二级市场越来越多的上市公司开始贴医美的概念标签，一沾医美、股价飞涨之势。</p>\n<p>在医美行业，玻尿酸的暴利人尽皆知，而最近，“喝了就能变美”的<b>食用玻尿酸</b>风潮兴起。今年1月7日，国家卫生健康委发布公告称，透明质酸钠作为新的食品添加剂成分的审查通过，各方玩家闻风而动，华熙生物很快推出了首款玻尿酸饮用水品牌“水肌泉”，各类食品公司、保健品公司也行动起来，如汉口二厂推出了玻尿酸气泡水“哈水”、 养代餐食品品牌WonderLab上市首款口服玻尿酸软糖……</p>\n<p>除了美容仪，进入2021年，<b>护肤、彩妆类的融资</b>更是快马加鞭。据不完全统计，仅今年上半年，美妆个护品类的融资超过45起，红杉中国、高瓴创投、IDG资本、Coatue、五源资本、CPE源峰、天图投资、源码资本、弘毅创投、清流资本、创新工场、真格基金等VC/PE纷纷入局，甚至<a href=\"https://laohu8.com/S/00700\">腾讯</a>、字节跳动、B站等都在重押。</p>\n<p>今年1月，溪木源完成数千万元的B轮融资，投资方Coatue、弘毅创投，这是其在一年多的时间内连续获得的第6轮融资，火爆程度可以想见。溪木源成立于2019年，此前的投资方还包括真格基金、雪湖资本等。</p>\n<p>男士护肤品牌理然也在今年完成了3轮融资，今年1月，完成M31资本、五源资本、<a href=\"https://laohu8.com/S/SHI.UK\">SIG</a>和虎扑的1.5亿元B轮融资，3个月后的B+轮金额3亿，新股东包括B站和红点中国，就在这个月，B站再度加码。而它的频频容易，也带动了整个<b>男士护肤的投资潮</b>，如Tabula Rasa、蓝系等。</p>\n<p>这是当下轰轰烈烈的颜值经济的产物。随着2020年完美日记成功IPO，个护美妆的国货之光一个个崛起，在这个庞大的市场，所有人都带上了瞄准镜，正细心寻找下一个完美日记。</p>","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雷军，一口气投了3家美容仪公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1096839439\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/2531123ee54a22588d693ba65ab705b3);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">投资界 </p>\n<p class=\"h-time\">2021-07-18 18:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 美容仪，这个看似小小的赛道正诞生一笔笔融资。\n</blockquote>\n<p>雷军又出手了，投的赛道你可能想不到。</p>\n<p>投资界获悉，美容护理品牌inFace刚刚宣布获数千万元人民币Pre-A轮融资，由小米集团、顺为资本领投。令人惊讶的是，这是小米今年投的第三家美容硬件公司，此前还投了研发生发帽的可思美和推出洗脸仪的氧芬。</p>\n<p>至此，<b>小米的美容仪器版图</b>逐渐形成，涵盖了洁面、抗衰、紧致、祛痘、净肤、脱毛等众多品类。擅长做硬件的雷军，终于找到方向赚起了女生的钱。</p>\n<p>美容仪，这个不起眼的赛道火了，VC/PE涌入：就在这个月，美容仪品牌飞莫拿到了IDG资本独家投资，这是飞莫成立以来的第3轮融资；新锐品牌BIOLAB听研等也在今年完成了由天图投资领投的新一轮融资.....越来越多国产网红美容仪品牌正在诞生，抢占这个暴利的市场。</p>\n<p>美丽是一项永恒的事业，中国数以亿计爱美女性正缔造一个个造富神话。用VC的话来说，这是一个永不消失的风口，永远有下一个热点诞生。</p>\n<p><b>雷军又出手</b></p>\n<p><b>几天前，投了一个美容仪</b></p>\n<p>雷军，悄悄投了一家美容仪公司。</p>\n<p>这源于一则融资消息——7月16日，美容护理品牌inFace近期获数千万元人民币Pre-A轮融资，由小米集团、顺为资本领投，上一轮投资方芯跑资本以及战略伙伴追加投资。据悉，inFace仍在积极筹备下一轮融资。</p>\n<p>inFace有何来头？创立于2017年，inFace，是小米生态链公司米谷<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>旗下个人家用美护品牌。成立以来，公司为广大用户提供清洁、护理、抗初老等系列家用美容仪器及家庭美容护理整体解决方案，主打产品有洁面仪、黑头仪、直卷发梳和小气泡焕肤仪等。</p>\n<p><img src=\"https://static.tigerbbs.com/afef2cceb591e447fcd8e8958fa434e4\" tg-width=\"828\" tg-height=\"1200\" referrerpolicy=\"no-referrer\"></p>\n<p>这家从事美丽事业的公司背后，却是<b>一位男性创始人——肖音</b>。从哈尔滨师范大学毕业后，肖音先是按部就班地在北京一家教育公司工作。而后，他进入半导体企业杭州鸿星电子有限公司，担任销售总监一职。在鸿星电子担任高管期间，他主要负责公司战略制定、团队组建和项目管理等方面工作，并在电子制造领域结识一群志趣相投的朋友。</p>\n<p>只要有时间，肖音便和朋友们聚在一起研究创业的事情。无线充电、万能遥控器……都曾列入过他们的创业计划表，但一直没能敲定最终方向。一次在美国的出差经历，让肖音找到了目标——个护美容仪。当时，他偶然看到一块成本只有几百元的毛刷洁面仪，竟然买到了几千元。“虽说美护产品有一定的品牌溢价利润，但也不至于这么夸张。”肖音曾分享了他的惊讶发现。</p>\n<p>2017年，肖音来到供应链相对集中的深圳开始创业。创业第一年，米谷智能没有产品，没有营收，仅有4名成员；经过接近一年的研发和打磨，2018年1月米谷智能首款个护美容产品——inFace声波离子洁面仪上架小米众筹。仅用两周时间，该款产品的支持人数高达1.3万人，众筹金额341.45万元，达成率超过600%，成为小米众筹爆款。</p>\n<p>初战告捷，肖音开始考虑下一款产品朝着哪个方向走。为此，他还特意去皮肤科专家，了解皮肤问题的缘由。“我真正进入到这个行业后，才知道皮肤有这么多讲究。”于是，肖音继续带着团队埋头研究产品的设计和技术。</p>\n<p>随后两年时间，米谷智能相继推出了inFace声波洁面仪、inFace黄金美容棒、inFace黑头仪等产品。其中，inFace黑头仪上线14天销售额破千万，获得了超11万人的认可，成为新一代网红产品。</p>\n<p>成立4年时间里，米谷智能的产品线包括直发梳、脱毛仪等毛发类产品、洁面仪等皮肤类产品以及射频仪、美眼仪等抗初老产品。在今年618活动中，inFace直发梳在造型梳/离子梳/电动梳品类交易榜中排名第一。</p>\n<p><b>你可能想象不到，又一条赛道火爆</b></p>\n<p><b>VC/PE排队入场</b></p>\n<p>美容仪，这个看似小小的赛道正诞生一笔笔融资，你可能不知道，<b>inFace是雷军本年内投的第三家美容仪公司。</b></p>\n<p>今年1月，专注于医疗级家用健康消费品品牌COSBEAUTY可思美宣布完成B+轮近亿元融资，由小米领投，顺为资本、信之源跟投。早在2017年，深创投曾领投该公司B轮近亿元人民币融资。可思美也是一家专注研发女性美容健康类电子产品的开发商，成立于2013年5月。目前，公司代表产品有生发帽、超声波离子美容仪、脱毛仪、肌肤检测仪等。</p>\n<p>不久前，成立于2019年的宁波轻美电器科技有限公司获小米集团战略融资，具体投资额尚未披露。官网显示，该公司旗下主要品牌是专注净水细分领域的氧芬，其产品主要是一款养肤洗脸柔水仪。</p>\n<p>事实上，早在2017年小米集团和顺为资本便开始布局美容仪领域。2017年11月，光电美容品牌——AMIRO获得了由小米、顺为资本领投的千万级Pre-A轮融资，此前真格基金和太火鸟联合参与其天使轮融资。2015年7月，毕业于浙江大学计算机学院工业设计专业的王念欧创立了该品牌。</p>\n<p>刚刚开始的几年时间里，团队一直在攻克核心光源技术，发布了几款中高价档的高清日光镜产品。随后几年，该团队先后拓展了美体线的红光波脱毛仪和美容线的“时光机”射频美容仪。</p>\n<p>去年年底，AMIRO官宣了亿元级的B轮融资。这一次融资，不仅有老股东顺为资本继续跟随，还有达晨财智、弘晖资本、凯尔特亚洲、奥牛资本等投资机构的加持。</p>\n<p>2021年，VC/PE都涌现了这条赛道。3月，轻医美护肤品牌BIOLAB听研完成千万级Pre-A轮融资，由天图投资领投，宝捷会创新消费基金跟投。此前，听研曾获得来自宝捷会创新消费基金的天使轮投资。定位轻医美护肤品牌，BIOLAB听研产品线主要分为瞄准家用场景的轻医美科技护肤产品如家用水光注氧仪、冻干精华原液等，以及日常功效型产品如修护面膜、清洁啫喱等。</p>\n<p>7月，IDG资本独家投资了美容仪品牌飞莫。这家<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>背后是一位80后设计师Spark Cui。2005年，他进入江南大学学习工业设计专业；两年后，又考入荷兰艾恩霍芬理工大学，研修工业设计专业本科。回国后，Spark Cui选择进入<a href=\"https://laohu8.com/S/PHG\">飞利浦</a>研究院深造，负责超前研发。在此期间，他设计出的产品屡获红点等国际工业设计奖项。</p>\n<p>2017年，Spark Cui携手前<a href=\"https://laohu8.com/S/MSFT\">微软</a>研究院Martijn ten Bhömer博士，联手创立飞莫。自从2017年成立以来，飞莫先后推出洁面仪、水光仪、水光精华液、护肤等多款美容护肤产品。其热卖星品飞莫家用水光美容仪，成为2020年天猫水光仪单品销量Top1。</p>\n<p>从雷军到国内VC/PE，他们都在投这一个个小小的美容仪器。</p>\n<p><b>美容仪为什么火？</b></p>\n<p><b>Z世代撑起一个个美丽造富神话</b></p>\n<p>当Z世代开始“抗初老”，一个个财富神话诞生。</p>\n<p>《中国社会新人消费报告》指出，90后和00后消费者开始将美容仪、医美、保健品、运动健身等进行花式组合，以抵挡“衰老”带来的焦虑与不安。</p>\n<p>眼下，中国美容仪市场正在快速增长。根据市场研究公司英敏特在2020年11月发布的美容仪器报告，尽管2020年第一季度消费者购买力受到疫情影响，但恢复常态后，美容仪器市场再次实现快速增长。英敏特预计，2020年中国美容仪器市场总销售额同比去年增长21%，实现115亿元人民币。</p>\n<p>CBNData与天猫国际联合发布的《2020线上家用美容仪消费洞察报告》显示了一个进一步说明这一点的数据：在家用美容仪的典型消费群体中，30%的Z世代选择购入美容仪，对装备进行升级，在家享受躺着也变美的乐趣。</p>\n<p>今年，医美板块的持续暴涨已经持续了3个月，处在产业链上游的三大龙头——<b><a href=\"https://laohu8.com/S/300896\">爱美客</a>、<a href=\"https://laohu8.com/S/688366\">昊海生科</a>、<a href=\"https://laohu8.com/S/688363\">华熙生物</a></b>，涨幅更是分别达到了81%、104%、72%，甚至二级市场越来越多的上市公司开始贴医美的概念标签，一沾医美、股价飞涨之势。</p>\n<p>在医美行业，玻尿酸的暴利人尽皆知，而最近，“喝了就能变美”的<b>食用玻尿酸</b>风潮兴起。今年1月7日，国家卫生健康委发布公告称，透明质酸钠作为新的食品添加剂成分的审查通过，各方玩家闻风而动，华熙生物很快推出了首款玻尿酸饮用水品牌“水肌泉”，各类食品公司、保健品公司也行动起来，如汉口二厂推出了玻尿酸气泡水“哈水”、 养代餐食品品牌WonderLab上市首款口服玻尿酸软糖……</p>\n<p>除了美容仪，进入2021年，<b>护肤、彩妆类的融资</b>更是快马加鞭。据不完全统计，仅今年上半年，美妆个护品类的融资超过45起，红杉中国、高瓴创投、IDG资本、Coatue、五源资本、CPE源峰、天图投资、源码资本、弘毅创投、清流资本、创新工场、真格基金等VC/PE纷纷入局，甚至<a href=\"https://laohu8.com/S/00700\">腾讯</a>、字节跳动、B站等都在重押。</p>\n<p>今年1月，溪木源完成数千万元的B轮融资，投资方Coatue、弘毅创投，这是其在一年多的时间内连续获得的第6轮融资，火爆程度可以想见。溪木源成立于2019年，此前的投资方还包括真格基金、雪湖资本等。</p>\n<p>男士护肤品牌理然也在今年完成了3轮融资，今年1月，完成M31资本、五源资本、<a href=\"https://laohu8.com/S/SHI.UK\">SIG</a>和虎扑的1.5亿元B轮融资，3个月后的B+轮金额3亿，新股东包括B站和红点中国，就在这个月，B站再度加码。而它的频频容易，也带动了整个<b>男士护肤的投资潮</b>，如Tabula Rasa、蓝系等。</p>\n<p>这是当下轰轰烈烈的颜值经济的产物。随着2020年完美日记成功IPO，个护美妆的国货之光一个个崛起，在这个庞大的市场，所有人都带上了瞄准镜，正细心寻找下一个完美日记。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3e8a0e70f95b899383eec04529a52345","relate_stocks":{"01810":"小米集团-W","KC":"金山云"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134210398","content_text":"美容仪，这个看似小小的赛道正诞生一笔笔融资。\n\n雷军又出手了，投的赛道你可能想不到。\n投资界获悉，美容护理品牌inFace刚刚宣布获数千万元人民币Pre-A轮融资，由小米集团、顺为资本领投。令人惊讶的是，这是小米今年投的第三家美容硬件公司，此前还投了研发生发帽的可思美和推出洗脸仪的氧芬。\n至此，小米的美容仪器版图逐渐形成，涵盖了洁面、抗衰、紧致、祛痘、净肤、脱毛等众多品类。擅长做硬件的雷军，终于找到方向赚起了女生的钱。\n美容仪，这个不起眼的赛道火了，VC/PE涌入：就在这个月，美容仪品牌飞莫拿到了IDG资本独家投资，这是飞莫成立以来的第3轮融资；新锐品牌BIOLAB听研等也在今年完成了由天图投资领投的新一轮融资.....越来越多国产网红美容仪品牌正在诞生，抢占这个暴利的市场。\n美丽是一项永恒的事业，中国数以亿计爱美女性正缔造一个个造富神话。用VC的话来说，这是一个永不消失的风口，永远有下一个热点诞生。\n雷军又出手\n几天前，投了一个美容仪\n雷军，悄悄投了一家美容仪公司。\n这源于一则融资消息——7月16日，美容护理品牌inFace近期获数千万元人民币Pre-A轮融资，由小米集团、顺为资本领投，上一轮投资方芯跑资本以及战略伙伴追加投资。据悉，inFace仍在积极筹备下一轮融资。\ninFace有何来头？创立于2017年，inFace，是小米生态链公司米谷智能旗下个人家用美护品牌。成立以来，公司为广大用户提供清洁、护理、抗初老等系列家用美容仪器及家庭美容护理整体解决方案，主打产品有洁面仪、黑头仪、直卷发梳和小气泡焕肤仪等。\n\n这家从事美丽事业的公司背后，却是一位男性创始人——肖音。从哈尔滨师范大学毕业后，肖音先是按部就班地在北京一家教育公司工作。而后，他进入半导体企业杭州鸿星电子有限公司，担任销售总监一职。在鸿星电子担任高管期间，他主要负责公司战略制定、团队组建和项目管理等方面工作，并在电子制造领域结识一群志趣相投的朋友。\n只要有时间，肖音便和朋友们聚在一起研究创业的事情。无线充电、万能遥控器……都曾列入过他们的创业计划表，但一直没能敲定最终方向。一次在美国的出差经历，让肖音找到了目标——个护美容仪。当时，他偶然看到一块成本只有几百元的毛刷洁面仪，竟然买到了几千元。“虽说美护产品有一定的品牌溢价利润，但也不至于这么夸张。”肖音曾分享了他的惊讶发现。\n2017年，肖音来到供应链相对集中的深圳开始创业。创业第一年，米谷智能没有产品，没有营收，仅有4名成员；经过接近一年的研发和打磨，2018年1月米谷智能首款个护美容产品——inFace声波离子洁面仪上架小米众筹。仅用两周时间，该款产品的支持人数高达1.3万人，众筹金额341.45万元，达成率超过600%，成为小米众筹爆款。\n初战告捷，肖音开始考虑下一款产品朝着哪个方向走。为此，他还特意去皮肤科专家，了解皮肤问题的缘由。“我真正进入到这个行业后，才知道皮肤有这么多讲究。”于是，肖音继续带着团队埋头研究产品的设计和技术。\n随后两年时间，米谷智能相继推出了inFace声波洁面仪、inFace黄金美容棒、inFace黑头仪等产品。其中，inFace黑头仪上线14天销售额破千万，获得了超11万人的认可，成为新一代网红产品。\n成立4年时间里，米谷智能的产品线包括直发梳、脱毛仪等毛发类产品、洁面仪等皮肤类产品以及射频仪、美眼仪等抗初老产品。在今年618活动中，inFace直发梳在造型梳/离子梳/电动梳品类交易榜中排名第一。\n你可能想象不到，又一条赛道火爆\nVC/PE排队入场\n美容仪，这个看似小小的赛道正诞生一笔笔融资，你可能不知道，inFace是雷军本年内投的第三家美容仪公司。\n今年1月，专注于医疗级家用健康消费品品牌COSBEAUTY可思美宣布完成B+轮近亿元融资，由小米领投，顺为资本、信之源跟投。早在2017年，深创投曾领投该公司B轮近亿元人民币融资。可思美也是一家专注研发女性美容健康类电子产品的开发商，成立于2013年5月。目前，公司代表产品有生发帽、超声波离子美容仪、脱毛仪、肌肤检测仪等。\n不久前，成立于2019年的宁波轻美电器科技有限公司获小米集团战略融资，具体投资额尚未披露。官网显示，该公司旗下主要品牌是专注净水细分领域的氧芬，其产品主要是一款养肤洗脸柔水仪。\n事实上，早在2017年小米集团和顺为资本便开始布局美容仪领域。2017年11月，光电美容品牌——AMIRO获得了由小米、顺为资本领投的千万级Pre-A轮融资，此前真格基金和太火鸟联合参与其天使轮融资。2015年7月，毕业于浙江大学计算机学院工业设计专业的王念欧创立了该品牌。\n刚刚开始的几年时间里，团队一直在攻克核心光源技术，发布了几款中高价档的高清日光镜产品。随后几年，该团队先后拓展了美体线的红光波脱毛仪和美容线的“时光机”射频美容仪。\n去年年底，AMIRO官宣了亿元级的B轮融资。这一次融资，不仅有老股东顺为资本继续跟随，还有达晨财智、弘晖资本、凯尔特亚洲、奥牛资本等投资机构的加持。\n2021年，VC/PE都涌现了这条赛道。3月，轻医美护肤品牌BIOLAB听研完成千万级Pre-A轮融资，由天图投资领投，宝捷会创新消费基金跟投。此前，听研曾获得来自宝捷会创新消费基金的天使轮投资。定位轻医美护肤品牌，BIOLAB听研产品线主要分为瞄准家用场景的轻医美科技护肤产品如家用水光注氧仪、冻干精华原液等，以及日常功效型产品如修护面膜、清洁啫喱等。\n7月，IDG资本独家投资了美容仪品牌飞莫。这家创业公司背后是一位80后设计师Spark Cui。2005年，他进入江南大学学习工业设计专业；两年后，又考入荷兰艾恩霍芬理工大学，研修工业设计专业本科。回国后，Spark Cui选择进入飞利浦研究院深造，负责超前研发。在此期间，他设计出的产品屡获红点等国际工业设计奖项。\n2017年，Spark Cui携手前微软研究院Martijn ten Bhömer博士，联手创立飞莫。自从2017年成立以来，飞莫先后推出洁面仪、水光仪、水光精华液、护肤等多款美容护肤产品。其热卖星品飞莫家用水光美容仪，成为2020年天猫水光仪单品销量Top1。\n从雷军到国内VC/PE，他们都在投这一个个小小的美容仪器。\n美容仪为什么火？\nZ世代撑起一个个美丽造富神话\n当Z世代开始“抗初老”，一个个财富神话诞生。\n《中国社会新人消费报告》指出，90后和00后消费者开始将美容仪、医美、保健品、运动健身等进行花式组合，以抵挡“衰老”带来的焦虑与不安。\n眼下，中国美容仪市场正在快速增长。根据市场研究公司英敏特在2020年11月发布的美容仪器报告，尽管2020年第一季度消费者购买力受到疫情影响，但恢复常态后，美容仪器市场再次实现快速增长。英敏特预计，2020年中国美容仪器市场总销售额同比去年增长21%，实现115亿元人民币。\nCBNData与天猫国际联合发布的《2020线上家用美容仪消费洞察报告》显示了一个进一步说明这一点的数据：在家用美容仪的典型消费群体中，30%的Z世代选择购入美容仪，对装备进行升级，在家享受躺着也变美的乐趣。\n今年，医美板块的持续暴涨已经持续了3个月，处在产业链上游的三大龙头——爱美客、昊海生科、华熙生物，涨幅更是分别达到了81%、104%、72%，甚至二级市场越来越多的上市公司开始贴医美的概念标签，一沾医美、股价飞涨之势。\n在医美行业，玻尿酸的暴利人尽皆知，而最近，“喝了就能变美”的食用玻尿酸风潮兴起。今年1月7日，国家卫生健康委发布公告称，透明质酸钠作为新的食品添加剂成分的审查通过，各方玩家闻风而动，华熙生物很快推出了首款玻尿酸饮用水品牌“水肌泉”，各类食品公司、保健品公司也行动起来，如汉口二厂推出了玻尿酸气泡水“哈水”、 养代餐食品品牌WonderLab上市首款口服玻尿酸软糖……\n除了美容仪，进入2021年，护肤、彩妆类的融资更是快马加鞭。据不完全统计，仅今年上半年，美妆个护品类的融资超过45起，红杉中国、高瓴创投、IDG资本、Coatue、五源资本、CPE源峰、天图投资、源码资本、弘毅创投、清流资本、创新工场、真格基金等VC/PE纷纷入局，甚至腾讯、字节跳动、B站等都在重押。\n今年1月，溪木源完成数千万元的B轮融资，投资方Coatue、弘毅创投，这是其在一年多的时间内连续获得的第6轮融资，火爆程度可以想见。溪木源成立于2019年，此前的投资方还包括真格基金、雪湖资本等。\n男士护肤品牌理然也在今年完成了3轮融资，今年1月，完成M31资本、五源资本、SIG和虎扑的1.5亿元B轮融资，3个月后的B+轮金额3亿，新股东包括B站和红点中国，就在这个月，B站再度加码。而它的频频容易，也带动了整个男士护肤的投资潮，如Tabula Rasa、蓝系等。\n这是当下轰轰烈烈的颜值经济的产物。随着2020年完美日记成功IPO，个护美妆的国货之光一个个崛起，在这个庞大的市场，所有人都带上了瞄准镜，正细心寻找下一个完美日记。","news_type":1},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":154625221,"gmtCreate":1625526626063,"gmtModify":1633940083977,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"阅","listText":"阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/154625221","repostId":"2148388429","repostType":4,"repost":{"id":"2148388429","kind":"highlight","weMediaInfo":{"introduction":"时代财经是“南方传媒”新媒体转型,寻求新的产业风口的重磅财经新闻产品。在当下财经资讯泛滥的市场中,时代财经只创作和精选深度财经新闻","home_visible":1,"media_name":"时代财经","id":"1083162684","head_image":"https://static.tigerbbs.com/0e46aca849659e0b62b7d019d1950408"},"pubTimestamp":1625465503,"share":"https://www.laohu8.com/m/news/2148388429?lang=&edition=full","pubTime":"2021-07-05 14:11","market":"sh","language":"zh","title":"越骂越火！造车新势力为何总让人又爱又恨？","url":"https://stock-news.laohu8.com/highlight/detail?id=2148388429","media":"时代财经","summary":"据7月2日特斯拉官方消息，其2021年Q2新车交付量突破20万辆大关，创下特斯拉新的季度销量记录。而特斯拉虽然暂未公布具体在华6月销量数据，但其全球Q2整体销量亦达到新高度。聚焦蔚来、理想以及小鹏，三家车企均在6月实现销量记录突破。与此同时，理想汽车6月新增订单量超过1万，创下历史新高。","content":"<blockquote>\n 新势力称霸25万元以上自主品牌新能源车市场。\n</blockquote>\n<p>“天天看<a href=\"https://laohu8.com/S/WB\">微博</a>，我也觉得公司快倒闭了。必须打开后台去看看订单和交付量，才能找到活下去的希望。”</p>\n<p>日前，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>创始人兼CEO李想在社交平台上发表评论，抒发其对网络负面舆论环境的无可奈何，同时还宣传了公司正处良好的经营势头。李想的“凡学”并非空口说白话，据近日时代财经从车企官方了解到的数据，理想汽车6月交付7713辆理想ONE，创下历史新高。</p>\n<p>在网络上负面声音此起彼伏，但销量节节攀升的还有<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。据7月2日特斯拉官方消息，其2021年Q2新车交付量突破20万辆大关，创下特斯拉新的季度销量记录。虽然不同区域市场的具体销量占比未有公布，但考虑到疫情下海内外生产、消费环境差异，预计中国市场的销量占比值得期待。</p>\n<p>与传统车企相比，以特斯拉、理想、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏等为代表的新势力在国内市场受到的关注显然更高，但据时代财经梳理，若从销量维度出发，实际上传统车企依然是新能源车市主力。如此分化在传统燃油车时代不曾出现，可能将成为国内电动车市场的一道分水岭。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b988cbbdb4561d6733f929dcda686684\" tg-width=\"1266\" tg-height=\"712\"><span>图片来源：车企官图</span></p>\n<p><b>“蔚小理”6月销量齐创纪录</b></p>\n<p>在刚刚过去的6月，新势力代表——蔚来、理想、小鹏均延续年内持续走高的销量势头。而特斯拉虽然暂未公布具体在华6月销量数据，但其全球Q2整体销量亦达到新高度。</p>\n<p>聚焦蔚来、理想以及小鹏，三家车企均在6月实现销量记录突破。</p>\n<p>据悉，蔚来6月交付量首次突破8000台，达8083台，环比增长20.4%，同比增长116.1%，创历史新高。二季度共交付21896台，连续五个季度正增长，上半年蔚来共交付41956台，达到去年全年交付量的95.9%。</p>\n<p>理想汽车则在唯一在售车型理想ONE完成改款后实现爆发，达7713辆的6月销量同比2020年6月增长320.6%，环比2021年5月增长78.4%，创单月交付量新纪录。与此同时，理想汽车6月新增订单量超过1万，创下历史新高。</p>\n<p>至于<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>，其6月交付量达到6565台，环比增长15%，同比增长617%，二季度交付总量达17398台，今年上半年累计交付30738台，交付量已超去年全年。此外，小鹏汽车还在6月交付了4730台小鹏P7，为P7发布以来的最高月交付量。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7da44cc4bf0834b1b76186e83e6b39a1\" tg-width=\"1270\" tg-height=\"619\"><span>小鹏P7 图片来源：小鹏官方</span></p>\n<p>单从数据出发，虽然以上头部新势力车企的销量涨势喜人，但与主流传统车企相比，并未呈现压倒性优势，个别甚至稍逊一筹。</p>\n<p>由于<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、广汽埃安等车企尚未发布6月销量数据，但仅以5月及1-5月累计数据作参考，已可体现传统车企在新能源市场仍占据主流地位。数据显示，比亚迪新能源汽车5月销量为31681辆，1-5月累计销量达113213辆；广汽埃安5月销量8416辆，1-5月累计销量达34374辆。</p>\n<p><b>价格分水岭渐现</b></p>\n<p>“现在国产电动车市场是新势力高端占优，传统车企霸占中低端市场。”7月4日，国内某主流新能源车企市场部人士向时代财经指出，若以特斯拉Model 3约25万元的价格为分割，新势力盘踞价格再往上的市场，价格往下的市场则被传统车企垄断。</p>\n<p>“传统车企不是对25万元以上的价格市场没有想法，例如广汽埃安的LX、上汽荣威的Marvel X，但市场反应都不太理想。”上述人士补充称，目前传统车企中高端化做得比较高的比亚迪汉同样以25万元以内市场为主，“现在就看吉利下的极氪001、上汽下的智己以及东风下的岚图FREE能不能带来改变”。</p>\n<p>据时代财经梳理，若从续航、加速甚至智能化表现等产品基础素质考量，传统车企的新能源车与蔚来、理想、小鹏等新势力未呈现出巨大的差距。例如，“新势力三驾马车”中目前纯电续航能力（NEDC工况）最长的是小鹏汽车P7（后驱超长续航智行版），达706km，而广汽埃安LX的巡航最长也已经达到650km。</p>\n<p>在账面产品力未有质的差距之下，普通消费者在25万以上价格市场更青睐“蔚小理”，无疑与后者高端品牌形象渐成有关。</p>\n<p>据此，传统车企若希望在中高端市场实现突破，除产品力层面上的持续创新，如何建立更高端的形象同样关键，其中，提升市场声量更是当务之急。正如前文所述，特斯拉、理想等虽然近期负面声音缠身，但事实上这也是品牌热度高的一种体现，相比之下，长期默默无闻的一系列传统车企所面临的市场处境，或更加消极。</p>\n<p>“汽车产业目前处于变革期，新能源汽车市场目前市场份额仍较低，所以总量上肯定不及传统车企，但新能源汽车的发展潜力巨大，未来将会完全替代传统燃油车。”正如资深汽车行业分析师任万付7月2日接受时代财经采访时表示，电动化不仅给予了国内车企在体量上追赶国际巨头的机会，还是自主品牌高端化的契机。从目前的情况看，“造车新势力”已成功抓住机会成为各方关注焦点，传统车企还需继续努力。</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>越骂越火！造车新势力为何总让人又爱又恨？</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越骂越火！造车新势力为何总让人又爱又恨？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1083162684\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/0e46aca849659e0b62b7d019d1950408);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">时代财经 </p>\n<p class=\"h-time\">2021-07-05 14:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 新势力称霸25万元以上自主品牌新能源车市场。\n</blockquote>\n<p>“天天看<a href=\"https://laohu8.com/S/WB\">微博</a>，我也觉得公司快倒闭了。必须打开后台去看看订单和交付量，才能找到活下去的希望。”</p>\n<p>日前，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>创始人兼CEO李想在社交平台上发表评论，抒发其对网络负面舆论环境的无可奈何，同时还宣传了公司正处良好的经营势头。李想的“凡学”并非空口说白话，据近日时代财经从车企官方了解到的数据，理想汽车6月交付7713辆理想ONE，创下历史新高。</p>\n<p>在网络上负面声音此起彼伏，但销量节节攀升的还有<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。据7月2日特斯拉官方消息，其2021年Q2新车交付量突破20万辆大关，创下特斯拉新的季度销量记录。虽然不同区域市场的具体销量占比未有公布，但考虑到疫情下海内外生产、消费环境差异，预计中国市场的销量占比值得期待。</p>\n<p>与传统车企相比，以特斯拉、理想、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏等为代表的新势力在国内市场受到的关注显然更高，但据时代财经梳理，若从销量维度出发，实际上传统车企依然是新能源车市主力。如此分化在传统燃油车时代不曾出现，可能将成为国内电动车市场的一道分水岭。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b988cbbdb4561d6733f929dcda686684\" tg-width=\"1266\" tg-height=\"712\"><span>图片来源：车企官图</span></p>\n<p><b>“蔚小理”6月销量齐创纪录</b></p>\n<p>在刚刚过去的6月，新势力代表——蔚来、理想、小鹏均延续年内持续走高的销量势头。而特斯拉虽然暂未公布具体在华6月销量数据，但其全球Q2整体销量亦达到新高度。</p>\n<p>聚焦蔚来、理想以及小鹏，三家车企均在6月实现销量记录突破。</p>\n<p>据悉，蔚来6月交付量首次突破8000台，达8083台，环比增长20.4%，同比增长116.1%，创历史新高。二季度共交付21896台，连续五个季度正增长，上半年蔚来共交付41956台，达到去年全年交付量的95.9%。</p>\n<p>理想汽车则在唯一在售车型理想ONE完成改款后实现爆发，达7713辆的6月销量同比2020年6月增长320.6%，环比2021年5月增长78.4%，创单月交付量新纪录。与此同时，理想汽车6月新增订单量超过1万，创下历史新高。</p>\n<p>至于<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>，其6月交付量达到6565台，环比增长15%，同比增长617%，二季度交付总量达17398台，今年上半年累计交付30738台，交付量已超去年全年。此外，小鹏汽车还在6月交付了4730台小鹏P7，为P7发布以来的最高月交付量。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7da44cc4bf0834b1b76186e83e6b39a1\" tg-width=\"1270\" tg-height=\"619\"><span>小鹏P7 图片来源：小鹏官方</span></p>\n<p>单从数据出发，虽然以上头部新势力车企的销量涨势喜人，但与主流传统车企相比，并未呈现压倒性优势，个别甚至稍逊一筹。</p>\n<p>由于<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、广汽埃安等车企尚未发布6月销量数据，但仅以5月及1-5月累计数据作参考，已可体现传统车企在新能源市场仍占据主流地位。数据显示，比亚迪新能源汽车5月销量为31681辆，1-5月累计销量达113213辆；广汽埃安5月销量8416辆，1-5月累计销量达34374辆。</p>\n<p><b>价格分水岭渐现</b></p>\n<p>“现在国产电动车市场是新势力高端占优，传统车企霸占中低端市场。”7月4日，国内某主流新能源车企市场部人士向时代财经指出，若以特斯拉Model 3约25万元的价格为分割，新势力盘踞价格再往上的市场，价格往下的市场则被传统车企垄断。</p>\n<p>“传统车企不是对25万元以上的价格市场没有想法，例如广汽埃安的LX、上汽荣威的Marvel X，但市场反应都不太理想。”上述人士补充称，目前传统车企中高端化做得比较高的比亚迪汉同样以25万元以内市场为主，“现在就看吉利下的极氪001、上汽下的智己以及东风下的岚图FREE能不能带来改变”。</p>\n<p>据时代财经梳理，若从续航、加速甚至智能化表现等产品基础素质考量，传统车企的新能源车与蔚来、理想、小鹏等新势力未呈现出巨大的差距。例如，“新势力三驾马车”中目前纯电续航能力（NEDC工况）最长的是小鹏汽车P7（后驱超长续航智行版），达706km，而广汽埃安LX的巡航最长也已经达到650km。</p>\n<p>在账面产品力未有质的差距之下，普通消费者在25万以上价格市场更青睐“蔚小理”，无疑与后者高端品牌形象渐成有关。</p>\n<p>据此，传统车企若希望在中高端市场实现突破，除产品力层面上的持续创新，如何建立更高端的形象同样关键，其中，提升市场声量更是当务之急。正如前文所述，特斯拉、理想等虽然近期负面声音缠身，但事实上这也是品牌热度高的一种体现，相比之下，长期默默无闻的一系列传统车企所面临的市场处境，或更加消极。</p>\n<p>“汽车产业目前处于变革期，新能源汽车市场目前市场份额仍较低，所以总量上肯定不及传统车企，但新能源汽车的发展潜力巨大，未来将会完全替代传统燃油车。”正如资深汽车行业分析师任万付7月2日接受时代财经采访时表示，电动化不仅给予了国内车企在体量上追赶国际巨头的机会，还是自主品牌高端化的契机。从目前的情况看，“造车新势力”已成功抓住机会成为各方关注焦点，传统车企还需继续努力。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b988cbbdb4561d6733f929dcda686684","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来","LI":"理想汽车","XPEV":"小鹏汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148388429","content_text":"新势力称霸25万元以上自主品牌新能源车市场。\n\n“天天看微博，我也觉得公司快倒闭了。必须打开后台去看看订单和交付量，才能找到活下去的希望。”\n日前，理想汽车创始人兼CEO李想在社交平台上发表评论，抒发其对网络负面舆论环境的无可奈何，同时还宣传了公司正处良好的经营势头。李想的“凡学”并非空口说白话，据近日时代财经从车企官方了解到的数据，理想汽车6月交付7713辆理想ONE，创下历史新高。\n在网络上负面声音此起彼伏，但销量节节攀升的还有特斯拉。据7月2日特斯拉官方消息，其2021年Q2新车交付量突破20万辆大关，创下特斯拉新的季度销量记录。虽然不同区域市场的具体销量占比未有公布，但考虑到疫情下海内外生产、消费环境差异，预计中国市场的销量占比值得期待。\n与传统车企相比，以特斯拉、理想、蔚来、小鹏等为代表的新势力在国内市场受到的关注显然更高，但据时代财经梳理，若从销量维度出发，实际上传统车企依然是新能源车市主力。如此分化在传统燃油车时代不曾出现，可能将成为国内电动车市场的一道分水岭。\n图片来源：车企官图\n“蔚小理”6月销量齐创纪录\n在刚刚过去的6月，新势力代表——蔚来、理想、小鹏均延续年内持续走高的销量势头。而特斯拉虽然暂未公布具体在华6月销量数据，但其全球Q2整体销量亦达到新高度。\n聚焦蔚来、理想以及小鹏，三家车企均在6月实现销量记录突破。\n据悉，蔚来6月交付量首次突破8000台，达8083台，环比增长20.4%，同比增长116.1%，创历史新高。二季度共交付21896台，连续五个季度正增长，上半年蔚来共交付41956台，达到去年全年交付量的95.9%。\n理想汽车则在唯一在售车型理想ONE完成改款后实现爆发，达7713辆的6月销量同比2020年6月增长320.6%，环比2021年5月增长78.4%，创单月交付量新纪录。与此同时，理想汽车6月新增订单量超过1万，创下历史新高。\n至于小鹏汽车，其6月交付量达到6565台，环比增长15%，同比增长617%，二季度交付总量达17398台，今年上半年累计交付30738台，交付量已超去年全年。此外，小鹏汽车还在6月交付了4730台小鹏P7，为P7发布以来的最高月交付量。\n小鹏P7 图片来源：小鹏官方\n单从数据出发，虽然以上头部新势力车企的销量涨势喜人，但与主流传统车企相比，并未呈现压倒性优势，个别甚至稍逊一筹。\n由于比亚迪、广汽埃安等车企尚未发布6月销量数据，但仅以5月及1-5月累计数据作参考，已可体现传统车企在新能源市场仍占据主流地位。数据显示，比亚迪新能源汽车5月销量为31681辆，1-5月累计销量达113213辆；广汽埃安5月销量8416辆，1-5月累计销量达34374辆。\n价格分水岭渐现\n“现在国产电动车市场是新势力高端占优，传统车企霸占中低端市场。”7月4日，国内某主流新能源车企市场部人士向时代财经指出，若以特斯拉Model 3约25万元的价格为分割，新势力盘踞价格再往上的市场，价格往下的市场则被传统车企垄断。\n“传统车企不是对25万元以上的价格市场没有想法，例如广汽埃安的LX、上汽荣威的Marvel X，但市场反应都不太理想。”上述人士补充称，目前传统车企中高端化做得比较高的比亚迪汉同样以25万元以内市场为主，“现在就看吉利下的极氪001、上汽下的智己以及东风下的岚图FREE能不能带来改变”。\n据时代财经梳理，若从续航、加速甚至智能化表现等产品基础素质考量，传统车企的新能源车与蔚来、理想、小鹏等新势力未呈现出巨大的差距。例如，“新势力三驾马车”中目前纯电续航能力（NEDC工况）最长的是小鹏汽车P7（后驱超长续航智行版），达706km，而广汽埃安LX的巡航最长也已经达到650km。\n在账面产品力未有质的差距之下，普通消费者在25万以上价格市场更青睐“蔚小理”，无疑与后者高端品牌形象渐成有关。\n据此，传统车企若希望在中高端市场实现突破，除产品力层面上的持续创新，如何建立更高端的形象同样关键，其中，提升市场声量更是当务之急。正如前文所述，特斯拉、理想等虽然近期负面声音缠身，但事实上这也是品牌热度高的一种体现，相比之下，长期默默无闻的一系列传统车企所面临的市场处境，或更加消极。\n“汽车产业目前处于变革期，新能源汽车市场目前市场份额仍较低，所以总量上肯定不及传统车企，但新能源汽车的发展潜力巨大，未来将会完全替代传统燃油车。”正如资深汽车行业分析师任万付7月2日接受时代财经采访时表示，电动化不仅给予了国内车企在体量上追赶国际巨头的机会，还是自主品牌高端化的契机。从目前的情况看，“造车新势力”已成功抓住机会成为各方关注焦点，传统车企还需继续努力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871431906,"gmtCreate":1637104378615,"gmtModify":1637104378700,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871431906","repostId":"1131333867","repostType":4,"repost":{"id":"1131333867","kind":"news","pubTimestamp":1637070533,"share":"https://www.laohu8.com/m/news/1131333867?lang=&edition=full","pubTime":"2021-11-16 21:48","market":"us","language":"zh","title":"美国10月零售销售环比增加1.7%，较前值大幅上升","url":"https://stock-news.laohu8.com/highlight/detail?id=1131333867","media":"华尔街见闻","summary":"市场预计，美国10月核心零售销售月率增长0.9%，也高于9月份的0.8%。","content":"<p>尽管Dleta病毒引起了供应链方面的短缺，给美国人的零售消费带来了影响，但美国10月份零售销售大幅上升。</p>\n<p>美国商务部周二公布的数据显示，10月整体零售购买量上升了1.7%，高于前值0.7%。不包括汽车销售在内的10月份销售也增长了1.7%。</p>\n<p><img src=\"https://static.tigerbbs.com/6601483c24b8b482ebdaa4a87cfbaabc\" tg-width=\"1768\" tg-height=\"1020\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>市场预计，美国10月核心零售销售月率增长0.9%，也高于9月份的0.8%。</p>\n<p>零售数据对于判定美国的经济现状和前景具有重要指导作用，因为零售销售直接反映出消费者支出的增减变化。</p>\n<p>10月零售销售报告是美国第四季度关于国内生产总值（GDP）最早的数据之一。经济学家预计，美国GDP在第三季度出人意料地缓慢增长2%之后，在第四季度经济将增长5%。</p>\n<p>分析师此前指出，假如美国零售数据表现强于预期，美元有望走强，可能引发通胀并增加美联储加息的压力，这将推动金价和其它主要货币下滑。</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国10月零售销售环比增加1.7%，较前值大幅上升</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国10月零售销售环比增加1.7%，较前值大幅上升\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-16 21:48 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3645083><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>尽管Dleta病毒引起了供应链方面的短缺，给美国人的零售消费带来了影响，但美国10月份零售销售大幅上升。\n美国商务部周二公布的数据显示，10月整体零售购买量上升了1.7%，高于前值0.7%。不包括汽车销售在内的10月份销售也增长了1.7%。\n\n市场预计，美国10月核心零售销售月率增长0.9%，也高于9月份的0.8%。\n零售数据对于判定美国的经济现状和前景具有重要指导作用，因为零售销售直接反映出...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3645083\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/987ab6715591b2ad7014d2cf9348920e","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3645083","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1131333867","content_text":"尽管Dleta病毒引起了供应链方面的短缺，给美国人的零售消费带来了影响，但美国10月份零售销售大幅上升。\n美国商务部周二公布的数据显示，10月整体零售购买量上升了1.7%，高于前值0.7%。不包括汽车销售在内的10月份销售也增长了1.7%。\n\n市场预计，美国10月核心零售销售月率增长0.9%，也高于9月份的0.8%。\n零售数据对于判定美国的经济现状和前景具有重要指导作用，因为零售销售直接反映出消费者支出的增减变化。\n10月零售销售报告是美国第四季度关于国内生产总值（GDP）最早的数据之一。经济学家预计，美国GDP在第三季度出人意料地缓慢增长2%之后，在第四季度经济将增长5%。\n分析师此前指出，假如美国零售数据表现强于预期，美元有望走强，可能引发通胀并增加美联储加息的压力，这将推动金价和其它主要货币下滑。","news_type":1},"isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":805398569,"gmtCreate":1627859509751,"gmtModify":1631892870064,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/805398569","repostId":"2156169561","repostType":4,"repost":{"id":"2156169561","kind":"highlight","weMediaInfo":{"introduction":"民间投资共享平台——汇集投资高手，发现投资好点子。","home_visible":1,"media_name":"阿尔法工场研究院","id":"1026500124","head_image":"https://static.tigerbbs.com/4df70e92a2d64be896797ea06b5e676a"},"pubTimestamp":1627805693,"share":"https://www.laohu8.com/m/news/2156169561?lang=&edition=full","pubTime":"2021-08-01 16:14","market":"sh","language":"zh","title":"宁德时代的“能量魔方”，钠离子电池新起点","url":"https://stock-news.laohu8.com/highlight/detail?id=2156169561","media":"阿尔法工场研究院","summary":"钠离子电池在低温性能、快充以及环境的适应性等方面拥有独特的优势，与锂离子电池相互兼容互补。\n2020年一场突如其来的疫情，让日益严峻的环境问题再次成为世人关注的焦点。\n以中国为主的全球主要经济体，将改","content":"<p><img src=\"https://static.tigerbbs.com/199a615384ab4129997f1fe58d64b3cf\" tg-width=\"709\" tg-height=\"414\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><b>钠离子电池在低温性能、快充以及环境的适应性等方面拥有独特的优势，与锂离子电池相互兼容互补。</b></p>\n<p>2020年一场突如其来的疫情，让日益严峻的环境问题再次成为世人关注的焦点。</p>\n<p>以中国为主的全球主要经济体，将改善环境问题的突破口，聚焦于通过植树造林、节能减排等形式，抵消人类活动制造的二氧化碳排放量，实现二氧化碳“零排放”，即“碳中和”目标。</p>\n<p>关于碳中和目标的实现，2021年7月15日，中国工程院院士、上海交通大学副校长黄震教授，在接受媒体采访时表示，实现碳中和目标，需要颠覆性的技术。</p>\n<p>值得注意的是，今年5月份，中国工程院院士、清华大学化学工程系教授金涌也曾在接受采访时表达该观点。</p>\n<p>由此可见，实现“碳中和”目标需要颠覆性技术赋能，已经是学术界的普遍共识。想要单纯依靠节能减排等传统办法，无论如何量变，也无法产生质变。即单纯通过植树、少使用化石能源等手段，无法达成二氧化碳“零排放”目标。</p>\n<p>就碳排放大户，汽车整车业来看，若保持其燃油车时代的碳排放量，按照全球近年来汽车整车销量不断提升的情况来看，整车行业似乎永远无法实现碳中和目标；故此新能源车顺势而起，销量不断提升。</p>\n<p>在此背景下，占新能源车成本近40%的动力电池，自然成为限制新能源车企产能的重要一环。在新能源车旺盛的需求面前，全球动力电池产能持续告急，行业迫切需要新鲜血液补充。</p>\n<p><a href=\"https://laohu8.com/S/300750\">宁德时代</a>作为全球主要动力电池供应商，自成立至今一直坚持技术多元化发展路线，积极探索清洁能源转型。正如公司创始人兼董事长曾毓群所说：多元化的技术路线，是这个产业长期稳定发展的重要保障。</p>\n<p>在多元化发展策略指引下，宁德时代不仅在锂离子动力电池领域做到全球第一，还持续推动钠离子动力电池技术发展。</p>\n<p>公司7月29日发布的第一代钠离子动力电池，能量密度已经达到160Wh/kg，已经达到商用标准，远超此前市场预期。未来随着公司其他技术路线日趋成熟，宁德时代或将推出无钴电池甚至固态动力电池。</p>\n<p><b>01 下游需求放量，动力电池再添新军</b></p>\n<p>采用动力电池的新能源汽车，自2020年开始出货量快速提升。根据EV volumes数据，2020年全球新能源汽车的的销量为324万，而2019年同期为226万，同比增长了43.36%。</p>\n<p>仅以国内为例，2020年中<a href=\"https://laohu8.com/S/600617\">国新能源</a>车销量136.7万辆，同比增长10.9%。其中，纯电动汽车销量为109.4万辆，同比增11.6%；插电式混合动力汽车销量为24.9万辆，同比增长8.4%；电动车渗透率从2019年的4.7%提升至2020年的5.4%。</p>\n<p>时至今日，电动车渗透率进一步提升。根据盖世汽车研究院数据可知，2021年5月、6月汽车销量同比下降的背景下，内燃机车型（ICE）占比，从今年4月份86.3%降至6月份的82.55%。电池动力汽车（BEV）占比从8%提升至10.98%，增速明显。</p>\n<p>据此测算，国内新能源汽车销量未来5年复合增长率在40%左右；到2025年有望超过800万辆，是2020年的6.4倍，是2021E（260万辆）的3.3倍。按照2025年汽车总销量2500万辆预计，新能源车销量渗透率达32%。</p>\n<p><img src=\"https://static.tigerbbs.com/982d5393d45d4837b3cbc490049a4a6f\" tg-width=\"808\" tg-height=\"296\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>在以动力电池驱动的新能源车型（BEV）中，动力电池成本占比将近40%。因此市场一度认为买BEV汽车，就是在买电池。BEV出货量大幅提升，直接推动动力电池市场规模持续扩容。</p>\n<p>据SNEResearch数据显示，2020年以锂动力电池为主的全球车用动力电池装机量同比增长17%，达到137GWh。宁德时代和LG新能源2020年出货量分别为50GWh和48GWh，占据了全球电池市场的半数以上，逐渐呈现双寡头格局。</p>\n<p>以国内为例，宁德时代以总装机量31.79GWh无悬念登顶，且大比分领先其他对手，占国内市场总装机量的一半；<a href=\"https://laohu8.com/S/002594\">比亚迪</a>排名第二，市场份额达到14.9%；第三名LG化学装机量与前两名有不小的差距，为4.13GWh，占市场总装机量的6.5%。</p>\n<p>作为动力电池发展路径重要组成部分，固态电池技术尚不成熟，钠离子动力电池则长期受限于能量密度较低，多用于储能领域。</p>\n<p>2021年7月29日，宁德时代在其技术多元化发展战略指引下，终于突破钠离子动力电池能量密度低的技术瓶颈，符合商用标准，推出第一代钠离子动力电池。</p>\n<p><b>02&nbsp;更好的化学稳定性与低温性能</b></p>\n<p>对于习惯了锂离子电池的投资者而言，钠离子电池的应用前景，以及应用可行性一直是其最关心的问题。</p>\n<p>实际上，钠离子电池和此前常见的“锂电池”没有本质区别，不过是动力电池多元化发展的一个分支。又因为锂离子动力电池，长期占据投资者和消费者心理认知，人们接受新技术需要一定时间。</p>\n<p>宁德时代此次发布的第一代钠离子电池，电芯单体能量密度已经达到160Wh/kg，与磷酸铁锂动力电池相当。</p>\n<p>而且公司研究团队在前人研究基础上，创新性地对材料的体相结构进行电荷重排，对材料表面进行重新的设计，解决了材料在循环过程中容量快速衰减这一世界性的难题，使创新的材料具备了产业化的条件。在发布会上，公司还提出第二代钠离子电池能量密度将提升至200Wh/kg。</p>\n<p>叠加常温状态下，钠离子动力电池仅需充电15分钟就能实现80%电量，理论上来看，搭载钠离子动力电池的车型，足以应对日常通勤甚至短途游等应用场景。</p>\n<p>除能量密度超预期外，钠离子电池由于化学性质更为稳定，在低温环境中表现明显优于锂离子电池。在零下20℃的低温环境下，钠离子电池放电保持率可以保持在90%以上，为新能源车企打开低温地区市场提供基础保障。</p>\n<p>从中汽协数据可知，东北地区在2021年一季度，客车销售同比增速最高，同比增加180%；但销量依旧较低，伴随近年来东北持续推出经济刺激措施，未来汽车销量仍有较大增长空间。</p>\n<p>同理，国内西北地区客车销量有望共振增长，新能源车企在钠离子动力电池赋能下，有望逐步打开低温地区市场，从而推动宁德时代增加新的营收来源。</p>\n<p><img src=\"https://static.tigerbbs.com/d54f75a49ae64c29a29b69bdf9e83522\" tg-width=\"722\" tg-height=\"434\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>在此次发布会上钠离子电池在低温性能、快充以及环境的适应性等方面拥有独特的优势，与锂离子电池相互兼容互补；所以多元化的技术路线也是我们这个产业长期稳定发展的重要保障。</p>\n<p>值得注意的是，在此之前钠离子电池已经应用于储能领域，但是单体能量密度普遍较低。</p>\n<p>此次宁德时代发布的高密度钠离子电池，有望在储能领域进一步推广，替换此前强制报废后检验合格使用的梯次锂电池，以及在大规模储能中取代传统铅酸电池。</p>\n<p><b>03 “钠、锂”之间，拒绝“左右互搏”</b></p>\n<p>除担心钠离子电池能量密度低之外，市场普遍认为宁德时代推出钠离子电池将对锂电池市场带来负面影响，从而动摇其锂离子电池基本盘稳定性。</p>\n<p>宁德时代在此次发布会上针对这种担心给出明确回应，公司开发了AB电池解决方案，用以实现钠离子电池与锂离子电池的集成混合共用。拒绝“左右互搏”的情况出现。</p>\n<p>而且钠离子电池同样是一种嵌脱式“摇椅”电池，工作原理与锂离子电池的工作原理类似，即充电时钠离子从正极脱嵌进入负极，放电时钠离子从负极进入正极，外电路电子从负极进入正极钠离子被还原成钠。</p>\n<p>据此特点，宁德时代按一定比例，将钠离子电池与锂离子电池通过串联、并联等形式，进行排列混搭后，把两种电池集成到一个电池系统里，通过BMS精准算法进行不同电池体系的均衡控制。</p>\n<p>这种方案，不仅弥补了钠离子电池在现阶段能量密度略低于锂电池的端板，也发挥出其高功率、耐低温的性能优势，从而适配更多应用场景，提高新能源车渗透率的同时，进一步帮助汽车产业早日实现碳中和目标。</p>\n<p>其实，无论当前市场对钠离子动力电池有多少担忧，钠离子动力电池，在AB方案推动下，未来大范围商用其实只是时间问题。因为在技术成熟后，钠离子动力电池制备成本，远低于锂离子电池。</p>\n<p>据<a href=\"https://laohu8.com/S/601788\">光大证券</a>参考CATL提出的CTP技术建设的成本模型，假设模组硬件物料成本降低80%，减掉相应的模组组装设备和人员，那么Pack成本下降约10%-15%；如果良品率提升至98%，成本将进一步下降约1.5%-2%。</p>\n<p>对于动力电池下游厂商而言，整车厂无论在燃油车时代，还是新能源车时代，尽可能实现利益最大化，才是其追求的目标。</p>\n<p>而且根据《电动汽车购买意愿的离散选择分析》一文数据，性能和价格是人们选择购买的重要因素；尤其是价格敏感型消费者，极致性价比才是其购车主要考量因素。</p>\n<p><img src=\"https://static.tigerbbs.com/15fc09829a7140a3b72f09b7726ebcc6\" tg-width=\"540\" tg-height=\"477\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>伴随钠离子电池技术不断迭代，以及在宁德时代AB系统推动下，钠离子电池市场认可度越来越高后，未来或将运用于中低端车型；而目前市场认可度更高的锂离子动力电池可以继续聚焦中高端车型，二者互不冲突。</p>\n<p>关于动力电池领域的研究，很多人认为认为其化学体系已很难创新，只能在物理结构上做些改进。但正如宁德时代董事长曾毓群所说：电化学的世界，就像能量魔方，未知远远大于已知，宁德时代将乐此不疲地探索着其中的奥秘。</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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.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宁德时代的“能量魔方”，钠离子电池新起点\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1026500124\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/4df70e92a2d64be896797ea06b5e676a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">阿尔法工场研究院 </p>\n<p class=\"h-time\">2021-08-01 16:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/199a615384ab4129997f1fe58d64b3cf\" tg-width=\"709\" tg-height=\"414\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><b>钠离子电池在低温性能、快充以及环境的适应性等方面拥有独特的优势，与锂离子电池相互兼容互补。</b></p>\n<p>2020年一场突如其来的疫情，让日益严峻的环境问题再次成为世人关注的焦点。</p>\n<p>以中国为主的全球主要经济体，将改善环境问题的突破口，聚焦于通过植树造林、节能减排等形式，抵消人类活动制造的二氧化碳排放量，实现二氧化碳“零排放”，即“碳中和”目标。</p>\n<p>关于碳中和目标的实现，2021年7月15日，中国工程院院士、上海交通大学副校长黄震教授，在接受媒体采访时表示，实现碳中和目标，需要颠覆性的技术。</p>\n<p>值得注意的是，今年5月份，中国工程院院士、清华大学化学工程系教授金涌也曾在接受采访时表达该观点。</p>\n<p>由此可见，实现“碳中和”目标需要颠覆性技术赋能，已经是学术界的普遍共识。想要单纯依靠节能减排等传统办法，无论如何量变，也无法产生质变。即单纯通过植树、少使用化石能源等手段，无法达成二氧化碳“零排放”目标。</p>\n<p>就碳排放大户，汽车整车业来看，若保持其燃油车时代的碳排放量，按照全球近年来汽车整车销量不断提升的情况来看，整车行业似乎永远无法实现碳中和目标；故此新能源车顺势而起，销量不断提升。</p>\n<p>在此背景下，占新能源车成本近40%的动力电池，自然成为限制新能源车企产能的重要一环。在新能源车旺盛的需求面前，全球动力电池产能持续告急，行业迫切需要新鲜血液补充。</p>\n<p><a href=\"https://laohu8.com/S/300750\">宁德时代</a>作为全球主要动力电池供应商，自成立至今一直坚持技术多元化发展路线，积极探索清洁能源转型。正如公司创始人兼董事长曾毓群所说：多元化的技术路线，是这个产业长期稳定发展的重要保障。</p>\n<p>在多元化发展策略指引下，宁德时代不仅在锂离子动力电池领域做到全球第一，还持续推动钠离子动力电池技术发展。</p>\n<p>公司7月29日发布的第一代钠离子动力电池，能量密度已经达到160Wh/kg，已经达到商用标准，远超此前市场预期。未来随着公司其他技术路线日趋成熟，宁德时代或将推出无钴电池甚至固态动力电池。</p>\n<p><b>01 下游需求放量，动力电池再添新军</b></p>\n<p>采用动力电池的新能源汽车，自2020年开始出货量快速提升。根据EV volumes数据，2020年全球新能源汽车的的销量为324万，而2019年同期为226万，同比增长了43.36%。</p>\n<p>仅以国内为例，2020年中<a href=\"https://laohu8.com/S/600617\">国新能源</a>车销量136.7万辆，同比增长10.9%。其中，纯电动汽车销量为109.4万辆，同比增11.6%；插电式混合动力汽车销量为24.9万辆，同比增长8.4%；电动车渗透率从2019年的4.7%提升至2020年的5.4%。</p>\n<p>时至今日，电动车渗透率进一步提升。根据盖世汽车研究院数据可知，2021年5月、6月汽车销量同比下降的背景下，内燃机车型（ICE）占比，从今年4月份86.3%降至6月份的82.55%。电池动力汽车（BEV）占比从8%提升至10.98%，增速明显。</p>\n<p>据此测算，国内新能源汽车销量未来5年复合增长率在40%左右；到2025年有望超过800万辆，是2020年的6.4倍，是2021E（260万辆）的3.3倍。按照2025年汽车总销量2500万辆预计，新能源车销量渗透率达32%。</p>\n<p><img src=\"https://static.tigerbbs.com/982d5393d45d4837b3cbc490049a4a6f\" tg-width=\"808\" tg-height=\"296\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>在以动力电池驱动的新能源车型（BEV）中，动力电池成本占比将近40%。因此市场一度认为买BEV汽车，就是在买电池。BEV出货量大幅提升，直接推动动力电池市场规模持续扩容。</p>\n<p>据SNEResearch数据显示，2020年以锂动力电池为主的全球车用动力电池装机量同比增长17%，达到137GWh。宁德时代和LG新能源2020年出货量分别为50GWh和48GWh，占据了全球电池市场的半数以上，逐渐呈现双寡头格局。</p>\n<p>以国内为例，宁德时代以总装机量31.79GWh无悬念登顶，且大比分领先其他对手，占国内市场总装机量的一半；<a href=\"https://laohu8.com/S/002594\">比亚迪</a>排名第二，市场份额达到14.9%；第三名LG化学装机量与前两名有不小的差距，为4.13GWh，占市场总装机量的6.5%。</p>\n<p>作为动力电池发展路径重要组成部分，固态电池技术尚不成熟，钠离子动力电池则长期受限于能量密度较低，多用于储能领域。</p>\n<p>2021年7月29日，宁德时代在其技术多元化发展战略指引下，终于突破钠离子动力电池能量密度低的技术瓶颈，符合商用标准，推出第一代钠离子动力电池。</p>\n<p><b>02&nbsp;更好的化学稳定性与低温性能</b></p>\n<p>对于习惯了锂离子电池的投资者而言，钠离子电池的应用前景，以及应用可行性一直是其最关心的问题。</p>\n<p>实际上，钠离子电池和此前常见的“锂电池”没有本质区别，不过是动力电池多元化发展的一个分支。又因为锂离子动力电池，长期占据投资者和消费者心理认知，人们接受新技术需要一定时间。</p>\n<p>宁德时代此次发布的第一代钠离子电池，电芯单体能量密度已经达到160Wh/kg，与磷酸铁锂动力电池相当。</p>\n<p>而且公司研究团队在前人研究基础上，创新性地对材料的体相结构进行电荷重排，对材料表面进行重新的设计，解决了材料在循环过程中容量快速衰减这一世界性的难题，使创新的材料具备了产业化的条件。在发布会上，公司还提出第二代钠离子电池能量密度将提升至200Wh/kg。</p>\n<p>叠加常温状态下，钠离子动力电池仅需充电15分钟就能实现80%电量，理论上来看，搭载钠离子动力电池的车型，足以应对日常通勤甚至短途游等应用场景。</p>\n<p>除能量密度超预期外，钠离子电池由于化学性质更为稳定，在低温环境中表现明显优于锂离子电池。在零下20℃的低温环境下，钠离子电池放电保持率可以保持在90%以上，为新能源车企打开低温地区市场提供基础保障。</p>\n<p>从中汽协数据可知，东北地区在2021年一季度，客车销售同比增速最高，同比增加180%；但销量依旧较低，伴随近年来东北持续推出经济刺激措施，未来汽车销量仍有较大增长空间。</p>\n<p>同理，国内西北地区客车销量有望共振增长，新能源车企在钠离子动力电池赋能下，有望逐步打开低温地区市场，从而推动宁德时代增加新的营收来源。</p>\n<p><img src=\"https://static.tigerbbs.com/d54f75a49ae64c29a29b69bdf9e83522\" tg-width=\"722\" tg-height=\"434\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>在此次发布会上钠离子电池在低温性能、快充以及环境的适应性等方面拥有独特的优势，与锂离子电池相互兼容互补；所以多元化的技术路线也是我们这个产业长期稳定发展的重要保障。</p>\n<p>值得注意的是，在此之前钠离子电池已经应用于储能领域，但是单体能量密度普遍较低。</p>\n<p>此次宁德时代发布的高密度钠离子电池，有望在储能领域进一步推广，替换此前强制报废后检验合格使用的梯次锂电池，以及在大规模储能中取代传统铅酸电池。</p>\n<p><b>03 “钠、锂”之间，拒绝“左右互搏”</b></p>\n<p>除担心钠离子电池能量密度低之外，市场普遍认为宁德时代推出钠离子电池将对锂电池市场带来负面影响，从而动摇其锂离子电池基本盘稳定性。</p>\n<p>宁德时代在此次发布会上针对这种担心给出明确回应，公司开发了AB电池解决方案，用以实现钠离子电池与锂离子电池的集成混合共用。拒绝“左右互搏”的情况出现。</p>\n<p>而且钠离子电池同样是一种嵌脱式“摇椅”电池，工作原理与锂离子电池的工作原理类似，即充电时钠离子从正极脱嵌进入负极，放电时钠离子从负极进入正极，外电路电子从负极进入正极钠离子被还原成钠。</p>\n<p>据此特点，宁德时代按一定比例，将钠离子电池与锂离子电池通过串联、并联等形式，进行排列混搭后，把两种电池集成到一个电池系统里，通过BMS精准算法进行不同电池体系的均衡控制。</p>\n<p>这种方案，不仅弥补了钠离子电池在现阶段能量密度略低于锂电池的端板，也发挥出其高功率、耐低温的性能优势，从而适配更多应用场景，提高新能源车渗透率的同时，进一步帮助汽车产业早日实现碳中和目标。</p>\n<p>其实，无论当前市场对钠离子动力电池有多少担忧，钠离子动力电池，在AB方案推动下，未来大范围商用其实只是时间问题。因为在技术成熟后，钠离子动力电池制备成本，远低于锂离子电池。</p>\n<p>据<a href=\"https://laohu8.com/S/601788\">光大证券</a>参考CATL提出的CTP技术建设的成本模型，假设模组硬件物料成本降低80%，减掉相应的模组组装设备和人员，那么Pack成本下降约10%-15%；如果良品率提升至98%，成本将进一步下降约1.5%-2%。</p>\n<p>对于动力电池下游厂商而言，整车厂无论在燃油车时代，还是新能源车时代，尽可能实现利益最大化，才是其追求的目标。</p>\n<p>而且根据《电动汽车购买意愿的离散选择分析》一文数据，性能和价格是人们选择购买的重要因素；尤其是价格敏感型消费者，极致性价比才是其购车主要考量因素。</p>\n<p><img src=\"https://static.tigerbbs.com/15fc09829a7140a3b72f09b7726ebcc6\" tg-width=\"540\" tg-height=\"477\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>伴随钠离子电池技术不断迭代，以及在宁德时代AB系统推动下，钠离子电池市场认可度越来越高后，未来或将运用于中低端车型；而目前市场认可度更高的锂离子动力电池可以继续聚焦中高端车型，二者互不冲突。</p>\n<p>关于动力电池领域的研究，很多人认为认为其化学体系已很难创新，只能在物理结构上做些改进。但正如宁德时代董事长曾毓群所说：电化学的世界，就像能量魔方，未知远远大于已知，宁德时代将乐此不疲地探索着其中的奥秘。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/983e0432c72ee1117f6c5b8a19ed6e25","relate_stocks":{"300750":"宁德时代"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156169561","content_text":"钠离子电池在低温性能、快充以及环境的适应性等方面拥有独特的优势，与锂离子电池相互兼容互补。\n2020年一场突如其来的疫情，让日益严峻的环境问题再次成为世人关注的焦点。\n以中国为主的全球主要经济体，将改善环境问题的突破口，聚焦于通过植树造林、节能减排等形式，抵消人类活动制造的二氧化碳排放量，实现二氧化碳“零排放”，即“碳中和”目标。\n关于碳中和目标的实现，2021年7月15日，中国工程院院士、上海交通大学副校长黄震教授，在接受媒体采访时表示，实现碳中和目标，需要颠覆性的技术。\n值得注意的是，今年5月份，中国工程院院士、清华大学化学工程系教授金涌也曾在接受采访时表达该观点。\n由此可见，实现“碳中和”目标需要颠覆性技术赋能，已经是学术界的普遍共识。想要单纯依靠节能减排等传统办法，无论如何量变，也无法产生质变。即单纯通过植树、少使用化石能源等手段，无法达成二氧化碳“零排放”目标。\n就碳排放大户，汽车整车业来看，若保持其燃油车时代的碳排放量，按照全球近年来汽车整车销量不断提升的情况来看，整车行业似乎永远无法实现碳中和目标；故此新能源车顺势而起，销量不断提升。\n在此背景下，占新能源车成本近40%的动力电池，自然成为限制新能源车企产能的重要一环。在新能源车旺盛的需求面前，全球动力电池产能持续告急，行业迫切需要新鲜血液补充。\n宁德时代作为全球主要动力电池供应商，自成立至今一直坚持技术多元化发展路线，积极探索清洁能源转型。正如公司创始人兼董事长曾毓群所说：多元化的技术路线，是这个产业长期稳定发展的重要保障。\n在多元化发展策略指引下，宁德时代不仅在锂离子动力电池领域做到全球第一，还持续推动钠离子动力电池技术发展。\n公司7月29日发布的第一代钠离子动力电池，能量密度已经达到160Wh/kg，已经达到商用标准，远超此前市场预期。未来随着公司其他技术路线日趋成熟，宁德时代或将推出无钴电池甚至固态动力电池。\n01 下游需求放量，动力电池再添新军\n采用动力电池的新能源汽车，自2020年开始出货量快速提升。根据EV volumes数据，2020年全球新能源汽车的的销量为324万，而2019年同期为226万，同比增长了43.36%。\n仅以国内为例，2020年中国新能源车销量136.7万辆，同比增长10.9%。其中，纯电动汽车销量为109.4万辆，同比增11.6%；插电式混合动力汽车销量为24.9万辆，同比增长8.4%；电动车渗透率从2019年的4.7%提升至2020年的5.4%。\n时至今日，电动车渗透率进一步提升。根据盖世汽车研究院数据可知，2021年5月、6月汽车销量同比下降的背景下，内燃机车型（ICE）占比，从今年4月份86.3%降至6月份的82.55%。电池动力汽车（BEV）占比从8%提升至10.98%，增速明显。\n据此测算，国内新能源汽车销量未来5年复合增长率在40%左右；到2025年有望超过800万辆，是2020年的6.4倍，是2021E（260万辆）的3.3倍。按照2025年汽车总销量2500万辆预计，新能源车销量渗透率达32%。\n\n在以动力电池驱动的新能源车型（BEV）中，动力电池成本占比将近40%。因此市场一度认为买BEV汽车，就是在买电池。BEV出货量大幅提升，直接推动动力电池市场规模持续扩容。\n据SNEResearch数据显示，2020年以锂动力电池为主的全球车用动力电池装机量同比增长17%，达到137GWh。宁德时代和LG新能源2020年出货量分别为50GWh和48GWh，占据了全球电池市场的半数以上，逐渐呈现双寡头格局。\n以国内为例，宁德时代以总装机量31.79GWh无悬念登顶，且大比分领先其他对手，占国内市场总装机量的一半；比亚迪排名第二，市场份额达到14.9%；第三名LG化学装机量与前两名有不小的差距，为4.13GWh，占市场总装机量的6.5%。\n作为动力电池发展路径重要组成部分，固态电池技术尚不成熟，钠离子动力电池则长期受限于能量密度较低，多用于储能领域。\n2021年7月29日，宁德时代在其技术多元化发展战略指引下，终于突破钠离子动力电池能量密度低的技术瓶颈，符合商用标准，推出第一代钠离子动力电池。\n02 更好的化学稳定性与低温性能\n对于习惯了锂离子电池的投资者而言，钠离子电池的应用前景，以及应用可行性一直是其最关心的问题。\n实际上，钠离子电池和此前常见的“锂电池”没有本质区别，不过是动力电池多元化发展的一个分支。又因为锂离子动力电池，长期占据投资者和消费者心理认知，人们接受新技术需要一定时间。\n宁德时代此次发布的第一代钠离子电池，电芯单体能量密度已经达到160Wh/kg，与磷酸铁锂动力电池相当。\n而且公司研究团队在前人研究基础上，创新性地对材料的体相结构进行电荷重排，对材料表面进行重新的设计，解决了材料在循环过程中容量快速衰减这一世界性的难题，使创新的材料具备了产业化的条件。在发布会上，公司还提出第二代钠离子电池能量密度将提升至200Wh/kg。\n叠加常温状态下，钠离子动力电池仅需充电15分钟就能实现80%电量，理论上来看，搭载钠离子动力电池的车型，足以应对日常通勤甚至短途游等应用场景。\n除能量密度超预期外，钠离子电池由于化学性质更为稳定，在低温环境中表现明显优于锂离子电池。在零下20℃的低温环境下，钠离子电池放电保持率可以保持在90%以上，为新能源车企打开低温地区市场提供基础保障。\n从中汽协数据可知，东北地区在2021年一季度，客车销售同比增速最高，同比增加180%；但销量依旧较低，伴随近年来东北持续推出经济刺激措施，未来汽车销量仍有较大增长空间。\n同理，国内西北地区客车销量有望共振增长，新能源车企在钠离子动力电池赋能下，有望逐步打开低温地区市场，从而推动宁德时代增加新的营收来源。\n\n在此次发布会上钠离子电池在低温性能、快充以及环境的适应性等方面拥有独特的优势，与锂离子电池相互兼容互补；所以多元化的技术路线也是我们这个产业长期稳定发展的重要保障。\n值得注意的是，在此之前钠离子电池已经应用于储能领域，但是单体能量密度普遍较低。\n此次宁德时代发布的高密度钠离子电池，有望在储能领域进一步推广，替换此前强制报废后检验合格使用的梯次锂电池，以及在大规模储能中取代传统铅酸电池。\n03 “钠、锂”之间，拒绝“左右互搏”\n除担心钠离子电池能量密度低之外，市场普遍认为宁德时代推出钠离子电池将对锂电池市场带来负面影响，从而动摇其锂离子电池基本盘稳定性。\n宁德时代在此次发布会上针对这种担心给出明确回应，公司开发了AB电池解决方案，用以实现钠离子电池与锂离子电池的集成混合共用。拒绝“左右互搏”的情况出现。\n而且钠离子电池同样是一种嵌脱式“摇椅”电池，工作原理与锂离子电池的工作原理类似，即充电时钠离子从正极脱嵌进入负极，放电时钠离子从负极进入正极，外电路电子从负极进入正极钠离子被还原成钠。\n据此特点，宁德时代按一定比例，将钠离子电池与锂离子电池通过串联、并联等形式，进行排列混搭后，把两种电池集成到一个电池系统里，通过BMS精准算法进行不同电池体系的均衡控制。\n这种方案，不仅弥补了钠离子电池在现阶段能量密度略低于锂电池的端板，也发挥出其高功率、耐低温的性能优势，从而适配更多应用场景，提高新能源车渗透率的同时，进一步帮助汽车产业早日实现碳中和目标。\n其实，无论当前市场对钠离子动力电池有多少担忧，钠离子动力电池，在AB方案推动下，未来大范围商用其实只是时间问题。因为在技术成熟后，钠离子动力电池制备成本，远低于锂离子电池。\n据光大证券参考CATL提出的CTP技术建设的成本模型，假设模组硬件物料成本降低80%，减掉相应的模组组装设备和人员，那么Pack成本下降约10%-15%；如果良品率提升至98%，成本将进一步下降约1.5%-2%。\n对于动力电池下游厂商而言，整车厂无论在燃油车时代，还是新能源车时代，尽可能实现利益最大化，才是其追求的目标。\n而且根据《电动汽车购买意愿的离散选择分析》一文数据，性能和价格是人们选择购买的重要因素；尤其是价格敏感型消费者，极致性价比才是其购车主要考量因素。\n\n伴随钠离子电池技术不断迭代，以及在宁德时代AB系统推动下，钠离子电池市场认可度越来越高后，未来或将运用于中低端车型；而目前市场认可度更高的锂离子动力电池可以继续聚焦中高端车型，二者互不冲突。\n关于动力电池领域的研究，很多人认为认为其化学体系已很难创新，只能在物理结构上做些改进。但正如宁德时代董事长曾毓群所说：电化学的世界，就像能量魔方，未知远远大于已知，宁德时代将乐此不疲地探索着其中的奥秘。","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":150525955,"gmtCreate":1624922407577,"gmtModify":1633947099603,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/150525955","repostId":"1182036516","repostType":4,"repost":{"id":"1182036516","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":1624892087,"share":"https://www.laohu8.com/m/news/1182036516?lang=&edition=full","pubTime":"2021-06-28 22:54","market":"us","language":"en","title":"Nvidia shares rose more than 5% to a new high","url":"https://stock-news.laohu8.com/highlight/detail?id=1182036516","media":"Tiger Newspress","summary":"Nvidia shares rose more than 5% to a new high on Report Three Key Chip Makers Endorse Bid for Arm.\n\n","content":"<p>Nvidia shares rose more than 5% to a new high on Report Three Key Chip Makers Endorse Bid for Arm.</p>\n<p><img src=\"https://static.tigerbbs.com/05201fd147f1f824ea42bb1d0bcac789\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>Three major chip makers have reportedly stepped up to say they support&nbsp;Nvidia‘s&nbsp;proposed acquisition of the U.K.-based chip-design house Arm.</p>\n<p>Last September, Nvidia (ticker: NVDA) announced a deal to acquire Arm from&nbsp;SoftBank Group(SFTBY) for $40 billion in cash and stock in a transaction that would make SoftBank the largest investor in Nvidia. The deal has attracted considerable scrutiny from both regulators and other chip companies, given Arm’s position as a leading provider of microprocessor designs to the chip industry. Almost all smartphones use processors based on Arm designs.</p>\n<p>But the U.K.’s&nbsp;<i>Sunday Times</i>&nbsp;over the weekend&nbsp;reported&nbsp;that three important Arm customers—Broadcom(AVGO), Marvell (MRVL), and Taiwan-based&nbsp;MediaTek(2454.TW)—have endorsed the transaction. None of the companies involved could immediately be reached for comment.</p>\n<p>Citi analyst Atif Malk wrote in a research note Sunday that the report is a big step forward for the proposed deal. He thinks the U.K. likely will approve the combination, given Nvidia’s public commitment to investing more in Arm’s U.K. operations. But he still sees considerable hurdles, in particular in China.</p>\n<p>“With the U.S. continuing to be aggressive against China winning in a tech race, we see China less likely to support a deal that would see them potentially losing access to Arm,” he wrote in a research note. “If Nvidia finds a way to keep the Arm China subsidiary as a separate entity without access to any [graphics processor or artificial intelligence] IP then there is a path to get both U.S. and China regulatory approval.”</p>\n<p>Malik says he says the path to approval remains narrow. He now sees a 30% chance of approval, up from a previous estimate of 10%.</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>Nvidia shares rose more than 5% to a new high</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\">\nNvidia shares rose more than 5% to a new high\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\">2021-06-28 22:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Nvidia shares rose more than 5% to a new high on Report Three Key Chip Makers Endorse Bid for Arm.</p>\n<p><img src=\"https://static.tigerbbs.com/05201fd147f1f824ea42bb1d0bcac789\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>Three major chip makers have reportedly stepped up to say they support&nbsp;Nvidia‘s&nbsp;proposed acquisition of the U.K.-based chip-design house Arm.</p>\n<p>Last September, Nvidia (ticker: NVDA) announced a deal to acquire Arm from&nbsp;SoftBank Group(SFTBY) for $40 billion in cash and stock in a transaction that would make SoftBank the largest investor in Nvidia. The deal has attracted considerable scrutiny from both regulators and other chip companies, given Arm’s position as a leading provider of microprocessor designs to the chip industry. Almost all smartphones use processors based on Arm designs.</p>\n<p>But the U.K.’s&nbsp;<i>Sunday Times</i>&nbsp;over the weekend&nbsp;reported&nbsp;that three important Arm customers—Broadcom(AVGO), Marvell (MRVL), and Taiwan-based&nbsp;MediaTek(2454.TW)—have endorsed the transaction. None of the companies involved could immediately be reached for comment.</p>\n<p>Citi analyst Atif Malk wrote in a research note Sunday that the report is a big step forward for the proposed deal. He thinks the U.K. likely will approve the combination, given Nvidia’s public commitment to investing more in Arm’s U.K. operations. But he still sees considerable hurdles, in particular in China.</p>\n<p>“With the U.S. continuing to be aggressive against China winning in a tech race, we see China less likely to support a deal that would see them potentially losing access to Arm,” he wrote in a research note. “If Nvidia finds a way to keep the Arm China subsidiary as a separate entity without access to any [graphics processor or artificial intelligence] IP then there is a path to get both U.S. and China regulatory approval.”</p>\n<p>Malik says he says the path to approval remains narrow. He now sees a 30% chance of approval, up from a previous estimate of 10%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182036516","content_text":"Nvidia shares rose more than 5% to a new high on Report Three Key Chip Makers Endorse Bid for Arm.\n\nThree major chip makers have reportedly stepped up to say they support Nvidia‘s proposed acquisition of the U.K.-based chip-design house Arm.\nLast September, Nvidia (ticker: NVDA) announced a deal to acquire Arm from SoftBank Group(SFTBY) for $40 billion in cash and stock in a transaction that would make SoftBank the largest investor in Nvidia. The deal has attracted considerable scrutiny from both regulators and other chip companies, given Arm’s position as a leading provider of microprocessor designs to the chip industry. Almost all smartphones use processors based on Arm designs.\nBut the U.K.’s Sunday Times over the weekend reported that three important Arm customers—Broadcom(AVGO), Marvell (MRVL), and Taiwan-based MediaTek(2454.TW)—have endorsed the transaction. None of the companies involved could immediately be reached for comment.\nCiti analyst Atif Malk wrote in a research note Sunday that the report is a big step forward for the proposed deal. He thinks the U.K. likely will approve the combination, given Nvidia’s public commitment to investing more in Arm’s U.K. operations. But he still sees considerable hurdles, in particular in China.\n“With the U.S. continuing to be aggressive against China winning in a tech race, we see China less likely to support a deal that would see them potentially losing access to Arm,” he wrote in a research note. “If Nvidia finds a way to keep the Arm China subsidiary as a separate entity without access to any [graphics processor or artificial intelligence] IP then there is a path to get both U.S. and China regulatory approval.”\nMalik says he says the path to approval remains narrow. He now sees a 30% chance of approval, up from a previous estimate of 10%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}