4c614415的个人主页 - 老虎社区

4c614415

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2021-11-09

$Lion-OSPL China L S$(YYY.SI)$

2021-11-06

$Lion-OSPL China L S$(YYY.SI)$

2021-11-01

$星和(CC3.SI)$Gogogo

2021-10-30

$星和(CC3.SI)$在等💹💹

2021-10-24

$星和(CC3.SI)$加油💪🏻1.5

2021-10-24

[财迷]

@llynnnie:Stock Prediction: The Share Price of AAPL📈

2021-09-01

看着

抱歉，原内容已删除

2021-08-31

十三炸了

抱歉，原内容已删除

2021-08-26

够力😱

抱歉，原内容已删除

2021-08-19

病毒几时才会消失[流泪] [流泪]

抱歉，原内容已删除

2021-08-17

未来未来😂

抱歉，原内容已删除

2021-08-10

够力[流泪]

抱歉，原内容已删除

2021-08-09

[惊吓]

济南华联回应阿里女员工被侵害事件：辞退涉事员工

2021-08-06

华为竟然下滑46%[惊吓]

太难了！华为手机收入下滑46%，缺芯危机打击大

2021-08-04

[汗颜]

新茶饮内卷：奈雪翻车，喜茶、茶颜悦色当起投资人

2021-08-02

[微笑]

抱歉，原内容已删除

2021-07-30

[惊吓]

抱歉，原内容已删除

2021-07-29

Wow[财迷]

抱歉，原内容已删除

2021-07-29

[微笑]

抱歉，原内容已删除

2021-07-27

[微笑]

抱歉，原内容已删除

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Everyone has only&nbsp;one chance to comment,&nbsp;multiple comments are invalid. The deadline is October 27st at 12 p.m. EDT. Comments past the deadline are invalid. First 10 correct answers&nbsp;share&nbsp;1000&nbsp;Tiger&nbsp;Coins.&nbsp;💰💰💰","listText":"Let's guess the&nbsp;closing price of&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a> on&nbsp;Oct&nbsp;28,&nbsp;Thursday. &nbsp;Your answer should&nbsp;round the number&nbsp;to the nearest&nbsp;whole number. Everyone has only&nbsp;one chance to comment,&nbsp;multiple comments are invalid. The deadline is October 27st at 12 p.m. EDT. Comments past the deadline are invalid. First 10 correct answers&nbsp;share&nbsp;1000&nbsp;Tiger&nbsp;Coins.&nbsp;💰💰💰","text":"Let's guess the closing price of $Apple(AAPL)$ on Oct 28, Thursday. Your answer should round the number to the nearest whole number. Everyone has only one chance to comment, multiple comments are invalid. The deadline is October 27st at 12 p.m. EDT. Comments past the deadline are invalid. First 10 correct answers share 1000 Tiger Coins. 💰💰💰","images":[{"img":"https://static.tigerbbs.com/d657effe406e22abb3a7782c73f3df34","width":"480","height":"360"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851807600","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":816635272,"gmtCreate":1630494615396,"gmtModify":1631891280622,"author":{"id":"4087940084041310","authorId":"4087940084041310","name":"4c614415","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"看着","listText":"看着","text":"看着","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816635272","repostId":"2164862257","repostType":2,"isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818330012,"gmtCreate":1630374781036,"gmtModify":1704959315288,"author":{"id":"4087940084041310","authorId":"4087940084041310","name":"4c614415","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"十三炸了","listText":"十三炸了","text":"十三炸了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818330012","repostId":"1135985691","repostType":2,"isVote":1,"tweetType":1,"viewCount":625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":810487917,"gmtCreate":1629992854339,"gmtModify":1704954367223,"author":{"id":"4087940084041310","authorId":"4087940084041310","name":"4c614415","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"够力😱","listText":"够力😱","text":"够力😱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810487917","repostId":"2162987230","repostType":2,"isVote":1,"tweetType":1,"viewCount":730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838967364,"gmtCreate":1629366407458,"gmtModify":1631891280640,"author":{"id":"4087940084041310","authorId":"4087940084041310","name":"4c614415","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"病毒几时才会消失[流泪]&nbsp;[流泪]&nbsp;","listText":"病毒几时才会消失[流泪]&nbsp;[流泪]&nbsp;","text":"病毒几时才会消失[流泪] [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838967364","repostId":"2160750867","repostType":4,"isVote":1,"tweetType":1,"viewCount":1014,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":833006268,"gmtCreate":1629187182254,"gmtModify":1631891280640,"author":{"id":"4087940084041310","authorId":"4087940084041310","name":"4c614415","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"未来未来😂","listText":"未来未来😂","text":"未来未来😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833006268","repostId":"1151811042","repostType":4,"isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":896029774,"gmtCreate":1628544673698,"gmtModify":1631891280648,"author":{"id":"4087940084041310","authorId":"4087940084041310","name":"4c614415","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"够力[流泪]&nbsp;","listText":"够力[流泪]&nbsp;","text":"够力[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/896029774","repostId":"2158410898","repostType":4,"isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898505719,"gmtCreate":1628506993331,"gmtModify":1631891479690,"author":{"id":"4087940084041310","authorId":"4087940084041310","name":"4c614415","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[惊吓]&nbsp;","listText":"[惊吓]&nbsp;","text":"[惊吓]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898505719","repostId":"1187823528","repostType":4,"repost":{"id":"1187823528","pubTimestamp":1628505277,"share":"https://www.laohu8.com/m/news/1187823528?lang=&edition=full","pubTime":"2021-08-09 18:34","market":"hk","language":"zh","title":"济南华联回应阿里女员工被侵害事件：辞退涉事员工","url":"https://stock-news.laohu8.com/highlight/detail?id=1187823528","media":"界面新闻","summary":"该员工是否存在违犯法律的行为，有待警方调查确定。","content":"<div>\n<p>据“济南华联超市”微信公众号8月9日消息，针对济南华联超市有限公司员工张国涉嫌侵害他人一事，经华联超市领导班子研究决定如下：\n华联超市员工张国7月27日晚在参加合作单位安排的商务宴请活动中，未能遵守员工行为规范，因不当行为，产生极坏影响，损害企业形象。现根据超市公司制度规定，决定予以辞退。该员工是否存在违犯法律的行为，有待警方调查确定。\n此前，有网帖以阿里女员工自述形式称，其在出差期间被恶意灌酒并...</p>\n\n<a href=\"https://www.jiemian.com/article/6462123.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>济南华联回应阿里女员工被侵害事件：辞退涉事员工</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n济南华联回应阿里女员工被侵害事件：辞退涉事员工\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-09 18:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.jiemian.com/article/6462123.html><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据“济南华联超市”微信公众号8月9日消息，针对济南华联超市有限公司员工张国涉嫌侵害他人一事，经华联超市领导班子研究决定如下：\n华联超市员工张国7月27日晚在参加合作单位安排的商务宴请活动中，未能遵守员工行为规范，因不当行为，产生极坏影响，损害企业形象。现根据超市公司制度规定，决定予以辞退。该员工是否存在违犯法律的行为，有待警方调查确定。\n此前，有网帖以阿里女员工自述形式称，其在出差期间被恶意灌酒并...</p>\n\n<a href=\"https://www.jiemian.com/article/6462123.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/47f0c4e41eaea5c2a69074ff30233d7f","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-SW"},"source_url":"https://www.jiemian.com/article/6462123.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187823528","content_text":"据“济南华联超市”微信公众号8月9日消息，针对济南华联超市有限公司员工张国涉嫌侵害他人一事，经华联超市领导班子研究决定如下：\n华联超市员工张国7月27日晚在参加合作单位安排的商务宴请活动中，未能遵守员工行为规范，因不当行为，产生极坏影响，损害企业形象。现根据超市公司制度规定，决定予以辞退。该员工是否存在违犯法律的行为，有待警方调查确定。\n此前，有网帖以阿里女员工自述形式称，其在出差期间被恶意灌酒并遭到商户猥亵，此后其领导又偷办酒店房卡，多次进入房间对其进行侵犯。该女员工此后报警，并向公司反映该情况。8月8日上午，济南华联超市就阿里女员工被侵害事件发布声明称，就该事件华联超市会全力配合警方工作，涉嫌员工现已停职正在接受警方调查。","news_type":1},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":893840722,"gmtCreate":1628257076566,"gmtModify":1631891479694,"author":{"id":"4087940084041310","authorId":"4087940084041310","name":"4c614415","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"华为竟然下滑46%[惊吓]&nbsp;","listText":"华为竟然下滑46%[惊吓]&nbsp;","text":"华为竟然下滑46%[惊吓]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893840722","repostId":"1199881970","repostType":4,"repost":{"id":"1199881970","pubTimestamp":1628253915,"share":"https://www.laohu8.com/m/news/1199881970?lang=&edition=full","pubTime":"2021-08-06 20:45","market":"sh","language":"zh","title":"太难了！华为手机收入下滑46%，缺芯危机打击大","url":"https://stock-news.laohu8.com/highlight/detail?id=1199881970","media":"中国企业家杂志","summary":"如何才能实现“有质量地活下来”，华为急需找到突破点。","content":"<p>文／刘哲铭</p>\n<p>编辑／李薇</p>\n<p>8月6日下午，非上市公司华为延续了一贯的传统，公布了2021年上半年业绩：2021年上半年实现销售收入3204亿元，净利率达9.8%，其中，运营商业务、企业业务及消费者业务收入分别为1369亿元、429亿元及1357亿元。</p>\n<p>华为在公告中称“整体经营结果符合预期”。但与去年同期相比，数据并不理想。在公布的五个数据中，两个上涨，三个下跌。另外值得注意的一点是，此次半年报的营收与利润，并不包含此前深圳市智信新信息技术有限公司对荣耀品牌的全面收购。</p>\n<p>2020年上半年，华为销售收入为4540亿元人民币，这意味着2021年上半年销售收入同比下降了29.4%。在三项业务中，消费者业务与去年同期的2558亿元相比下滑最为严重，达46.95%；运营商业务收入同比下降14.22%，去年为1596亿元。企业业务独树一帜，收入增加66亿元，同比上涨18.18%。不过好消息是，华为的净利润率略有上涨，从9.2%上涨到9.8%。</p>\n<p>对此，华为轮值董事长徐直军表示：“我们明确了公司未来五年的战略目标，即通过为客户及伙伴创造价值，活下来，有质量地活下来。展望全年，尽管消费者业务因为受到外部影响收入下降，但我们有信心，运营商业务和企业业务仍将实现稳健增长。”</p>\n<p>如徐直军所说，芯片缺货的困境直接导致华为消费者业务受到严重打击，这一影响导致华为整体收入下降也实属预料之中。但如何才能实现“有质量地活下来”，华为急需找到突破点。</p>\n<p><b>有质量地活下来</b></p>\n<p>从财报可以看出，华为消费者业务收入下滑是整体营收下降的主要原因。</p>\n<p>不仅如此，这种影响还在继续。一周前，华为刚发布尚未搭载5G的旗舰机P50系列。余承东在发布会上表示：“在美国的四轮制裁下，限制华为的5G手机，导致5G芯片只能当4G用。”</p>\n<p>同一天，调研机构Canalys发布报告称，2021年第二季度中国大陆智能手机市场出货量同比下降17%，为7490万部，其中千万台以上出货量厂商由5家缩减至3家，华为七年来首次跌出中国市场前五。</p>\n<p><img src=\"https://static.tigerbbs.com/7822a73eff87f7aad4a30686faec1a4f\" tg-width=\"550\" tg-height=\"416\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>无论是在此前的财报会议上，还是任何公开场合中，只要涉及手机业务，华为的表态均是不放弃，也曾表示希望用好的4G体验为5G芯片争取时间，留住消费者。但从某些角度来看，华为对于消费者业务的重心似乎略有调整。</p>\n<p>在热情高涨的新造车赛道，寻求新增长点的华为很难拒绝成为“卖水人”这一角色。今年5月，余承东接任汽车BU CEO，掌管了华为汽车和终端两大部门。随后，华为消费者业务CTO卞红林接任苏箐为新任智能驾驶产品部部长，华为消费者业务手机产品线副总裁李文广也转岗智能汽车解决方案BU，担任智能驾驶产品部副部长。</p>\n<p>在华为的定位中，智能电动汽车销量虽然没有手机那么大，但是单价高，能够弥补手机的销量缺失。</p>\n<p>另一方面，消费者业务的战略已从单一的手机驱动变为“1+8+N”全场景智慧生活战略，以Harmony OS和HMS生态为核心驱动及服务能力，围绕五大生活场景，为消费者打造全场景智慧生活体验。而早在2019年，居然之家与华为达成合作，华为将家居场景推到一线。官方不断放出好消息，Harmony OS的用户数已突破5000万。余承东曾表示，平均每秒就有8个用户升级。</p>\n<p>对于一家商业机构来讲，在危机中将现有资源进行重新分配，尝试多种业务的推进是必然，毕竟“没有粮食心会发慌”。不过，要想“有质量地活下来”，或许依旧存在挑战。</p>\n<p><b>企业业务上涨</b></p>\n<p>纵观几年华为财报，其运营商业务营收虽然逐年增加，但上涨幅度微乎其微，2020年仅有0.2%的增速。有分析认为一方面是因为5G大规模商用还未到来，另一方面是受到整个行业周期性的影响，对比华为运营商业务的增长低速期，中兴通讯的相同业务亦有下降。</p>\n<p>2021年上半年，企业业务成为华为艰难时刻的亮点，增长达18.18%。企业业务也是华为2020年全年增长最出色的业务，增长达23%。不过，相比于其他业务，企业业务由于盘子最小，是其中较为容易不断突破的业务。</p>\n<p>华为企业业务包括数据存储、数据中心、数字能源等产品与服务，涉及交通、金融、制造等行业。其中，华为云的收入一并并入企业服务。</p>\n<p><img src=\"https://static.tigerbbs.com/15aea878df6012a07ec35733789d8fd0\" tg-width=\"550\" tg-height=\"249\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>近两年，华为云市场份额不断扩大。IDC发布报告称，中国政务云基础设施市场的总规模达到了270.6亿元，增长高达24.03%，其中华为云在政务云市场占有率32.2%，连续4年蝉联中国政务云基础设施市场份额第一。</p>\n<p>2020年，华为云全球IaaS市场排名上升至中国前二、全球前五，主流厂商增速最快，成为全球五朵云之一。华为云聚合了超过180万开发者，14000多个咨询合作伙伴，6000多个技术伙伴，在华为云云市场上架的商品超过4500个，已经成为互联网公司和传统政企数字化转型的重要平台。</p>\n<p>总体来看，由于企业业务在总收入中占比不大，很难在短时间内支撑起一年在研发费上投入1418.93亿元、销售管理费用上投入1134.3亿元的华为。</p>\n<p>此外，企业业务也面临芯片断供危机。这几天，坊间传闻华为服务器业务将打包出售。不过，知情人士向媒体透露，华为打算卖掉的仅是x86服务器业务，因为该业务采用英特尔芯片，断供影响从手机传导到服务器业务，美国对华为芯片的打压迫使华为不得不放弃x86业务，但华为仍将保留采用自研鲲鹏芯片的服务器业务。</p>\n<p>华为依旧要面临芯片难题，而“有质量地活下来”将是华为的长期命题。</p>","source":"lsy1587105877869","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>太难了！华为手机收入下滑46%，缺芯危机打击大</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n太难了！华为手机收入下滑46%，缺芯危机打击大\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-06 20:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/xfi4kzZfXrGcDR2_NpqYyA><strong>中国企业家杂志</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文／刘哲铭\n编辑／李薇\n8月6日下午，非上市公司华为延续了一贯的传统，公布了2021年上半年业绩：2021年上半年实现销售收入3204亿元，净利率达9.8%，其中，运营商业务、企业业务及消费者业务收入分别为1369亿元、429亿元及1357亿元。\n华为在公告中称“整体经营结果符合预期”。但与去年同期相比，数据并不理想。在公布的五个数据中，两个上涨，三个下跌。另外值得注意的一点是，此次半年报的营收与...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/xfi4kzZfXrGcDR2_NpqYyA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8dbac0c16fd2b8c624421e95b6c8b344","relate_stocks":{"159813":"芯片","159995":"芯片ETF","512760":"芯片ETF"},"source_url":"https://mp.weixin.qq.com/s/xfi4kzZfXrGcDR2_NpqYyA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199881970","content_text":"文／刘哲铭\n编辑／李薇\n8月6日下午，非上市公司华为延续了一贯的传统，公布了2021年上半年业绩：2021年上半年实现销售收入3204亿元，净利率达9.8%，其中，运营商业务、企业业务及消费者业务收入分别为1369亿元、429亿元及1357亿元。\n华为在公告中称“整体经营结果符合预期”。但与去年同期相比，数据并不理想。在公布的五个数据中，两个上涨，三个下跌。另外值得注意的一点是，此次半年报的营收与利润，并不包含此前深圳市智信新信息技术有限公司对荣耀品牌的全面收购。\n2020年上半年，华为销售收入为4540亿元人民币，这意味着2021年上半年销售收入同比下降了29.4%。在三项业务中，消费者业务与去年同期的2558亿元相比下滑最为严重，达46.95%；运营商业务收入同比下降14.22%，去年为1596亿元。企业业务独树一帜，收入增加66亿元，同比上涨18.18%。不过好消息是，华为的净利润率略有上涨，从9.2%上涨到9.8%。\n对此，华为轮值董事长徐直军表示：“我们明确了公司未来五年的战略目标，即通过为客户及伙伴创造价值，活下来，有质量地活下来。展望全年，尽管消费者业务因为受到外部影响收入下降，但我们有信心，运营商业务和企业业务仍将实现稳健增长。”\n如徐直军所说，芯片缺货的困境直接导致华为消费者业务受到严重打击，这一影响导致华为整体收入下降也实属预料之中。但如何才能实现“有质量地活下来”，华为急需找到突破点。\n有质量地活下来\n从财报可以看出，华为消费者业务收入下滑是整体营收下降的主要原因。\n不仅如此，这种影响还在继续。一周前，华为刚发布尚未搭载5G的旗舰机P50系列。余承东在发布会上表示：“在美国的四轮制裁下，限制华为的5G手机，导致5G芯片只能当4G用。”\n同一天，调研机构Canalys发布报告称，2021年第二季度中国大陆智能手机市场出货量同比下降17%，为7490万部，其中千万台以上出货量厂商由5家缩减至3家，华为七年来首次跌出中国市场前五。\n\n无论是在此前的财报会议上，还是任何公开场合中，只要涉及手机业务，华为的表态均是不放弃，也曾表示希望用好的4G体验为5G芯片争取时间，留住消费者。但从某些角度来看，华为对于消费者业务的重心似乎略有调整。\n在热情高涨的新造车赛道，寻求新增长点的华为很难拒绝成为“卖水人”这一角色。今年5月，余承东接任汽车BU CEO，掌管了华为汽车和终端两大部门。随后，华为消费者业务CTO卞红林接任苏箐为新任智能驾驶产品部部长，华为消费者业务手机产品线副总裁李文广也转岗智能汽车解决方案BU，担任智能驾驶产品部副部长。\n在华为的定位中，智能电动汽车销量虽然没有手机那么大，但是单价高，能够弥补手机的销量缺失。\n另一方面，消费者业务的战略已从单一的手机驱动变为“1+8+N”全场景智慧生活战略，以Harmony OS和HMS生态为核心驱动及服务能力，围绕五大生活场景，为消费者打造全场景智慧生活体验。而早在2019年，居然之家与华为达成合作，华为将家居场景推到一线。官方不断放出好消息，Harmony OS的用户数已突破5000万。余承东曾表示，平均每秒就有8个用户升级。\n对于一家商业机构来讲，在危机中将现有资源进行重新分配，尝试多种业务的推进是必然，毕竟“没有粮食心会发慌”。不过，要想“有质量地活下来”，或许依旧存在挑战。\n企业业务上涨\n纵观几年华为财报，其运营商业务营收虽然逐年增加，但上涨幅度微乎其微，2020年仅有0.2%的增速。有分析认为一方面是因为5G大规模商用还未到来，另一方面是受到整个行业周期性的影响，对比华为运营商业务的增长低速期，中兴通讯的相同业务亦有下降。\n2021年上半年，企业业务成为华为艰难时刻的亮点，增长达18.18%。企业业务也是华为2020年全年增长最出色的业务，增长达23%。不过，相比于其他业务，企业业务由于盘子最小，是其中较为容易不断突破的业务。\n华为企业业务包括数据存储、数据中心、数字能源等产品与服务，涉及交通、金融、制造等行业。其中，华为云的收入一并并入企业服务。\n\n近两年，华为云市场份额不断扩大。IDC发布报告称，中国政务云基础设施市场的总规模达到了270.6亿元，增长高达24.03%，其中华为云在政务云市场占有率32.2%，连续4年蝉联中国政务云基础设施市场份额第一。\n2020年，华为云全球IaaS市场排名上升至中国前二、全球前五，主流厂商增速最快，成为全球五朵云之一。华为云聚合了超过180万开发者，14000多个咨询合作伙伴，6000多个技术伙伴，在华为云云市场上架的商品超过4500个，已经成为互联网公司和传统政企数字化转型的重要平台。\n总体来看，由于企业业务在总收入中占比不大，很难在短时间内支撑起一年在研发费上投入1418.93亿元、销售管理费用上投入1134.3亿元的华为。\n此外，企业业务也面临芯片断供危机。这几天，坊间传闻华为服务器业务将打包出售。不过，知情人士向媒体透露，华为打算卖掉的仅是x86服务器业务，因为该业务采用英特尔芯片，断供影响从手机传导到服务器业务，美国对华为芯片的打压迫使华为不得不放弃x86业务，但华为仍将保留采用自研鲲鹏芯片的服务器业务。\n华为依旧要面临芯片难题，而“有质量地活下来”将是华为的长期命题。","news_type":1},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":890384096,"gmtCreate":1628083838115,"gmtModify":1631891479696,"author":{"id":"4087940084041310","authorId":"4087940084041310","name":"4c614415","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[汗颜]&nbsp;","listText":"[汗颜]&nbsp;","text":"[汗颜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890384096","repostId":"1163459032","repostType":4,"repost":{"id":"1163459032","pubTimestamp":1628070988,"share":"https://www.laohu8.com/m/news/1163459032?lang=&edition=full","pubTime":"2021-08-04 17:56","market":"sh","language":"zh","title":"新茶饮内卷：奈雪翻车，喜茶、茶颜悦色当起投资人","url":"https://stock-news.laohu8.com/highlight/detail?id=1163459032","media":"锌刻度 ","summary":"当“新茶饮第一股”奈雪的茶被曝光多家分店存在食品安全问题，股价一度跌至9.7港币时，赛道上的其他同伴们纷纷踏上了新的征程。\n坚守长沙成为不少新茶饮爱好者心中的“白月光”的茶颜悦色，在7月底摇身一变，成","content":"<p>当“新茶饮第一股”奈雪的茶被曝光多家分店存在食品安全问题，股价一度跌至9.7港币时，赛道上的其他同伴们纷纷踏上了新的征程。</p>\n<p>坚守长沙成为不少新茶饮爱好者心中的“白月光”的茶颜悦色，在7月底摇身一变，成了投资人。而投资对象，是同样来自于长沙的本土网红茶饮品牌“果呀呀”。</p>\n<p><b>虽身处同一地区，但茶颜悦色主攻新中式奶茶，果呀呀主攻现制水果茶，因此两者属于并行成长的状态。如今茶颜悦色对果呀呀的投资，不禁让人开始大胆想象这究竟是茶颜悦色对投资这一角色的初尝，还是对品牌及产品扩张的一大步？</b></p>\n<p>而在茶颜悦色转换身份之前，喜茶跨界投资精品咖啡“Seesaw”一举也引发了热议。毕竟，在新茶饮竞争大格局逐渐明朗的情况下，被认为即将迎来爆炸式增长的咖啡赛道，一时间成了香饽饽。</p>\n<p>新茶饮赛道的“顶流”们动作频频，或扩张门店或投资品牌，高端的研究起了下沉市场，下沉的也想要向上突破，这场混战也许刚刚拉开帷幕。</p>\n<p><b>CP成真！长沙两大网红茶饮品牌抱团</b></p>\n<p>0731，代表着湖南长沙。</p>\n<p>7月31日，被扎根于长沙的果呀呀设定为专属感恩节。今年的这一天，茶颜悦色创始人吕良在朋友圈说道“很开心我们茶颜投了果呀呀这抹0731长沙红，长沙长红，果呀呀加油”，两大长沙本土网红茶饮品牌打破次元壁，展开合作。</p>\n<p>与声名远扬的茶颜悦色有所不同，果呀呀成立八年，但目前从品类和门店铺设上都显得有些缓慢。</p>\n<p>锌刻度通过果呀呀的微信公众号查询发现，目前果呀呀仅在湖南四座城市拥有门店，其中长沙有44家店、湘潭有4家店、衡阳与岳阳分别有一家店。但值得一提的是，在果呀呀前七年的发展经历中，都只在长沙留下了烙印。到2020年12月29日，果呀呀才终于走出长沙，到了岳阳。</p>\n<p>今年以来，果呀呀的发展突然按下了加速键，除了目前能够看到的对长沙以外的三个城市进行扩张。果呀呀发布的招聘信息中也提到，由于陆陆续续签了很多铺子，所以有很多岗位急需招聘。</p>\n<p>与果呀呀跨出长沙的时间相近，2020年12月1日，当茶颜悦色第一次走出湖南省，在武汉天地开出第一家省外店，腊月的凌冽冷风被汹涌的人流瞬间吹散，开店不足三小时，便已将当天所有饮品售罄，最晚的一杯排到了八小时后。<img src=\"https://static.tigerbbs.com/90e4a55a2a18e57742002ee25343dc1b\" tg-width=\"1080\" tg-height=\"811\" referrerpolicy=\"no-referrer\">茶颜悦色门店</p>\n<p>果呀呀与茶颜悦色，两个定位完全不同，但调性又极其类似的品牌。前者专注于现切果茶，价格定位在20元至30元的区间内，其实与喜茶、奈雪的茶等品牌从品类到价格都颇为重合；后者则专注中国风的奶茶，独特的奶油顶和坚果碎是一大特色，价格定位在10元至20元之间。</p>\n<p><b>不过，合作讲究的求同存异。果呀呀和茶颜悦色这两个扎根在湖南的品牌，似乎身上也有着专属于湖南的那股“吃得苦、耐得烦、霸得蛮”的风格。</b></p>\n<p>果呀呀的目标是“做一杯既有甜味、又有人情味的水果茶”，而茶颜悦色则想要“做一杯有温度的茶”。在不少长沙人心中，尽管喜茶、奈雪的茶、一点点等全国连锁茶饮品牌也遍地都是，但茶颜悦色和果呀呀通常都会是他们的首选。</p>\n<p>长沙街头，有茶颜悦色的地方，大多都能在附近看到果呀呀的身影。正式搭建起合作桥梁之后，茶颜悦色相关负责人曾想蓝鲸财经透露接下来将会合作推出联名产品以及开设联名概念店。<img src=\"https://static.tigerbbs.com/fdeee9af9950ca81b70eadf03672505f\" tg-width=\"1080\" tg-height=\"987\" referrerpolicy=\"no-referrer\">这笔看上去水到渠成的交易，在未来将被赋予更多的期待。</p>\n<p><b>寻找气味相投的对手，想要1+1&gt;2</b></p>\n<p>茶颜悦色对果呀呀的关注，其实早就有迹可循。在2021互联网岳麓峰会上，吕良曾直言“自己喝茶颜悦色喝腻了，平时喝果呀呀比较多。”</p>\n<p>而茶颜悦色和果呀呀的官方微博更是频繁互动，自2020年1月开始，两者会互相分享新品、宣布优惠活动。从茶颜悦色其中一条微博中能够看到，果呀呀在上线一款果汁冰系列新品时，还会向茶颜悦色发消息询问能否线上互动一下。</p>\n<p>对于这样的互动，不少消费者怀着一种“磕CP”的心态看得津津有味。而吕良直呼平时喝果呀呀更多，果呀呀创始人吴畏称最爱喝声声乌龙，更是让这场绑定加深了。<img src=\"https://static.tigerbbs.com/c233340f62a7440b812a0e1df5e876c5\" tg-width=\"386\" tg-height=\"363\" referrerpolicy=\"no-referrer\">果呀呀创始人吴畏喜欢喝茶颜悦色的声声乌龙</p>\n<p>不过在此之前，吕良也已经展现出了对同行发展模式以及投资的关注。“如果我是投资人，我也会投古茗。”吕良曾对媒体谈到他认为古茗做的是升级版的加盟，因为特备重视供应链和运营，靠口碑发展起来，因此单店成功率高，盈利好。</p>\n<p>一直对供应链颇为重视的茶颜悦色，采用“一店一仓”，即每个门店周边设立仓库供应链策略，用数字化来重构供应链。在这一点上，果呀呀与茶颜悦色是相符的，吴畏曾提到果呀呀肯定是只做直营，不做加盟的。未来她希望能够组建中央厨房、中央工厂，在湖南开出100家直营门店，甚至还希望向社区电商发展，帮消费者直接采购产地新鲜水果。</p>\n<p>茶颜悦色的投资，对于果呀呀这些愿望的实现能够起到很大的助力作用。而反过来对茶颜悦色来说，通过果呀呀扩充对鲜切水果茶领域的涉猎，也能够增强市场份额，更是一次对运营统筹能力的升级考验。</p>\n<p><b>同样有着开出100家门店的目标的，还有势头正猛的精品咖啡品牌Seesaw。更早一步转型为投资人的喜茶，将触手伸及到了战火以外的咖啡赛道，完成了对Seesaw的A+轮融资。</b></p>\n<p>尽管是跨赛道投资，但喜茶与Seesaw之间同样调性相似。与星巴克、瑞幸等通过门店扩张、广告营销等方式占领用户心智的品牌不同，Seesaw对于新流量的玩法更加精通。例如，Seesaw曾在李佳琦、雪梨等直播间出现，也频频与小红书达人合作，无论是线下新门店的预热还是线上冷萃咖啡类产品的宣传，都显得十分有针对性。</p>\n<p><b>除此之外，Seesaw也十分热衷于挖掘第三空间的可能性，这也是相较星巴克、瑞幸的竞争差异点。摒除商务感，探索熟人社交，Seesaw营造出来的氛围感其实与喜茶是有相同之处的。</b></p>\n<p>合作之前，Seesaw一直在尝试水果在咖啡中的使用，而喜茶对咖啡饮品的探索更是显而易见。两者在实现合作之后，不论从品类的突破，还是流量之间的循环流通，都更有新的刺激。</p>\n<p>这种气味相投的合作，无论跨界与否，或许都意味着新茶饮赛道的狂奔有了新方向。</p>\n<p><b>当消费者摘下滤镜，新茶饮该迈向下一城？</b></p>\n<p>今年上半年，有关于新茶饮赛道的新闻，不断聚焦喜茶与奈雪的茶中，谁能成为新茶饮第一股？直到6月的最后一天，奈雪的茶正式在港交所上市，这一争论终于尘埃落定。</p>\n<p>但上市后的奈雪的茶似乎并没有收获到想象中的鲜花与掌声，先是开盘破发的下马威，接着出现多家门店被爆出食品安全问题。随后，北京与广州两地对奈雪的茶多家门店展开搜查，并对相关负责人进行约谈。</p>\n<p>尽管事发之后，奈雪的茶回应称第一时间成立了专项工作组，对设施门店展开连夜彻查和整改，但一石激起千层浪，消费者对奈雪的茶开始失望。<img src=\"https://static.tigerbbs.com/f74fb608fbf58eb9ca67a63f3ee713dd\" tg-width=\"1080\" tg-height=\"809\" referrerpolicy=\"no-referrer\">微博用户对奈雪的茶翻车表示不满</p>\n<p>喜茶也出现过相似情况，从2019年江苏一名孕妇称在喜茶店内购买的果茶中喝出绿头苍蝇，到2020年食用冰被检出菌落总数超标，产品发生微生物污染，似乎喜茶总是反复犯错与道歉。</p>\n<p>奈雪的茶、喜茶之所以每每出事都会引发众怒，与其打造的人设有关。作为新茶饮市场中的两大头部品牌，奈雪的茶和喜茶不仅将茶饮定价提升到了20元至30元的区间，更是通过对门店装修、线上营销以及全国性扩张，打造出了不同以往街边奶茶的高级感。</p>\n<p>他们也会通过宣传自身原材料选取的严苛度、门店规范度，来证明自己值得更高的价格。毫无疑问，奈雪的茶和喜茶在社交媒体上的热度以及门店数量的不断攀升，在一定程度上说明了这一策略的可行性，也完成了对市场的教育。</p>\n<p>但硬币的另一面，意味着奈雪的茶和喜茶需要扛起更大的责任感，食品安全这样的底线问题对于他们来说是坚决不可以触碰的底线。否则，他们就将迎来消费者更大的愤怒。</p>\n<blockquote>\n 根据《中国餐饮品类和品牌发展报告2021》数据显示， 2020年现制茶饮市场规模1136 亿元，预计到 2025年将达到3400亿元，年复合增长率为24.5%。可以说，尽管当下新茶饮赛道看上去拥挤不堪，竞争白热化，但无论是对于一线品牌还是下沉品牌来说，都还有着很大的发展空间。\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/d7c8780d2d63b44e9d08a4b7baec05b1\" tg-width=\"406\" tg-height=\"308\" referrerpolicy=\"no-referrer\">只是，新茶饮是一个门槛并不高的行业，从目前市场上的品牌来看，仍然缺乏核心技术壁垒。产品设置、门店定位上也存在着同质化严重的问题，跑马圈地对于前期占领空白市场尚且有用，但对于未来占领用户心智来说，还并非全部。</p>\n<p>并且随着爆发期的过去，新茶饮品牌急速扩张后也将暴露出诸多问题，这些都会使得消费者对品牌们摘下滤镜，并提出更高的要求。</p>\n<p>因此我们也能看到奈雪的茶一路亏损，却依旧选择上市，是为了之后能够在供应链上做更大的升级；茶颜悦色选择投资果呀呀，扩充自己的产品矩阵，又保留独特的品牌调性；喜茶跨界咖啡领域，打造差异化产品矩阵，提高发展天花板。</p>\n<p>一路高歌猛进的新茶饮走在现在，已经迎来了新的行业大考。在品类创新遇瓶颈、消费者期待值不可辜负的前提下，品牌力、组织力、供应链等多位因素的水平将决定着下一场游戏的赢家。</p>","source":"lsy1568158634801","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>新茶饮内卷：奈雪翻车，喜茶、茶颜悦色当起投资人</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n新茶饮内卷：奈雪翻车，喜茶、茶颜悦色当起投资人\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 17:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/dApJOMzirytZKVq_5a91Hw><strong>锌刻度 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当“新茶饮第一股”奈雪的茶被曝光多家分店存在食品安全问题，股价一度跌至9.7港币时，赛道上的其他同伴们纷纷踏上了新的征程。\n坚守长沙成为不少新茶饮爱好者心中的“白月光”的茶颜悦色，在7月底摇身一变，成了投资人。而投资对象，是同样来自于长沙的本土网红茶饮品牌“果呀呀”。\n虽身处同一地区，但茶颜悦色主攻新中式奶茶，果呀呀主攻现制水果茶，因此两者属于并行成长的状态。如今茶颜悦色对果呀呀的投资，不禁让人...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/dApJOMzirytZKVq_5a91Hw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/90e4a55a2a18e57742002ee25343dc1b","relate_stocks":{"02150":"奈雪的茶"},"source_url":"https://mp.weixin.qq.com/s/dApJOMzirytZKVq_5a91Hw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163459032","content_text":"当“新茶饮第一股”奈雪的茶被曝光多家分店存在食品安全问题，股价一度跌至9.7港币时，赛道上的其他同伴们纷纷踏上了新的征程。\n坚守长沙成为不少新茶饮爱好者心中的“白月光”的茶颜悦色，在7月底摇身一变，成了投资人。而投资对象，是同样来自于长沙的本土网红茶饮品牌“果呀呀”。\n虽身处同一地区，但茶颜悦色主攻新中式奶茶，果呀呀主攻现制水果茶，因此两者属于并行成长的状态。如今茶颜悦色对果呀呀的投资，不禁让人开始大胆想象这究竟是茶颜悦色对投资这一角色的初尝，还是对品牌及产品扩张的一大步？\n而在茶颜悦色转换身份之前，喜茶跨界投资精品咖啡“Seesaw”一举也引发了热议。毕竟，在新茶饮竞争大格局逐渐明朗的情况下，被认为即将迎来爆炸式增长的咖啡赛道，一时间成了香饽饽。\n新茶饮赛道的“顶流”们动作频频，或扩张门店或投资品牌，高端的研究起了下沉市场，下沉的也想要向上突破，这场混战也许刚刚拉开帷幕。\nCP成真！长沙两大网红茶饮品牌抱团\n0731，代表着湖南长沙。\n7月31日，被扎根于长沙的果呀呀设定为专属感恩节。今年的这一天，茶颜悦色创始人吕良在朋友圈说道“很开心我们茶颜投了果呀呀这抹0731长沙红，长沙长红，果呀呀加油”，两大长沙本土网红茶饮品牌打破次元壁，展开合作。\n与声名远扬的茶颜悦色有所不同，果呀呀成立八年，但目前从品类和门店铺设上都显得有些缓慢。\n锌刻度通过果呀呀的微信公众号查询发现，目前果呀呀仅在湖南四座城市拥有门店，其中长沙有44家店、湘潭有4家店、衡阳与岳阳分别有一家店。但值得一提的是，在果呀呀前七年的发展经历中，都只在长沙留下了烙印。到2020年12月29日，果呀呀才终于走出长沙，到了岳阳。\n今年以来，果呀呀的发展突然按下了加速键，除了目前能够看到的对长沙以外的三个城市进行扩张。果呀呀发布的招聘信息中也提到，由于陆陆续续签了很多铺子，所以有很多岗位急需招聘。\n与果呀呀跨出长沙的时间相近，2020年12月1日，当茶颜悦色第一次走出湖南省，在武汉天地开出第一家省外店，腊月的凌冽冷风被汹涌的人流瞬间吹散，开店不足三小时，便已将当天所有饮品售罄，最晚的一杯排到了八小时后。茶颜悦色门店\n果呀呀与茶颜悦色，两个定位完全不同，但调性又极其类似的品牌。前者专注于现切果茶，价格定位在20元至30元的区间内，其实与喜茶、奈雪的茶等品牌从品类到价格都颇为重合；后者则专注中国风的奶茶，独特的奶油顶和坚果碎是一大特色，价格定位在10元至20元之间。\n不过，合作讲究的求同存异。果呀呀和茶颜悦色这两个扎根在湖南的品牌，似乎身上也有着专属于湖南的那股“吃得苦、耐得烦、霸得蛮”的风格。\n果呀呀的目标是“做一杯既有甜味、又有人情味的水果茶”，而茶颜悦色则想要“做一杯有温度的茶”。在不少长沙人心中，尽管喜茶、奈雪的茶、一点点等全国连锁茶饮品牌也遍地都是，但茶颜悦色和果呀呀通常都会是他们的首选。\n长沙街头，有茶颜悦色的地方，大多都能在附近看到果呀呀的身影。正式搭建起合作桥梁之后，茶颜悦色相关负责人曾想蓝鲸财经透露接下来将会合作推出联名产品以及开设联名概念店。这笔看上去水到渠成的交易，在未来将被赋予更多的期待。\n寻找气味相投的对手，想要1+1>2\n茶颜悦色对果呀呀的关注，其实早就有迹可循。在2021互联网岳麓峰会上，吕良曾直言“自己喝茶颜悦色喝腻了，平时喝果呀呀比较多。”\n而茶颜悦色和果呀呀的官方微博更是频繁互动，自2020年1月开始，两者会互相分享新品、宣布优惠活动。从茶颜悦色其中一条微博中能够看到，果呀呀在上线一款果汁冰系列新品时，还会向茶颜悦色发消息询问能否线上互动一下。\n对于这样的互动，不少消费者怀着一种“磕CP”的心态看得津津有味。而吕良直呼平时喝果呀呀更多，果呀呀创始人吴畏称最爱喝声声乌龙，更是让这场绑定加深了。果呀呀创始人吴畏喜欢喝茶颜悦色的声声乌龙\n不过在此之前，吕良也已经展现出了对同行发展模式以及投资的关注。“如果我是投资人，我也会投古茗。”吕良曾对媒体谈到他认为古茗做的是升级版的加盟，因为特备重视供应链和运营，靠口碑发展起来，因此单店成功率高，盈利好。\n一直对供应链颇为重视的茶颜悦色，采用“一店一仓”，即每个门店周边设立仓库供应链策略，用数字化来重构供应链。在这一点上，果呀呀与茶颜悦色是相符的，吴畏曾提到果呀呀肯定是只做直营，不做加盟的。未来她希望能够组建中央厨房、中央工厂，在湖南开出100家直营门店，甚至还希望向社区电商发展，帮消费者直接采购产地新鲜水果。\n茶颜悦色的投资，对于果呀呀这些愿望的实现能够起到很大的助力作用。而反过来对茶颜悦色来说，通过果呀呀扩充对鲜切水果茶领域的涉猎，也能够增强市场份额，更是一次对运营统筹能力的升级考验。\n同样有着开出100家门店的目标的，还有势头正猛的精品咖啡品牌Seesaw。更早一步转型为投资人的喜茶，将触手伸及到了战火以外的咖啡赛道，完成了对Seesaw的A+轮融资。\n尽管是跨赛道投资，但喜茶与Seesaw之间同样调性相似。与星巴克、瑞幸等通过门店扩张、广告营销等方式占领用户心智的品牌不同，Seesaw对于新流量的玩法更加精通。例如，Seesaw曾在李佳琦、雪梨等直播间出现，也频频与小红书达人合作，无论是线下新门店的预热还是线上冷萃咖啡类产品的宣传，都显得十分有针对性。\n除此之外，Seesaw也十分热衷于挖掘第三空间的可能性，这也是相较星巴克、瑞幸的竞争差异点。摒除商务感，探索熟人社交，Seesaw营造出来的氛围感其实与喜茶是有相同之处的。\n合作之前，Seesaw一直在尝试水果在咖啡中的使用，而喜茶对咖啡饮品的探索更是显而易见。两者在实现合作之后，不论从品类的突破，还是流量之间的循环流通，都更有新的刺激。\n这种气味相投的合作，无论跨界与否，或许都意味着新茶饮赛道的狂奔有了新方向。\n当消费者摘下滤镜，新茶饮该迈向下一城？\n今年上半年，有关于新茶饮赛道的新闻，不断聚焦喜茶与奈雪的茶中，谁能成为新茶饮第一股？直到6月的最后一天，奈雪的茶正式在港交所上市，这一争论终于尘埃落定。\n但上市后的奈雪的茶似乎并没有收获到想象中的鲜花与掌声，先是开盘破发的下马威，接着出现多家门店被爆出食品安全问题。随后，北京与广州两地对奈雪的茶多家门店展开搜查，并对相关负责人进行约谈。\n尽管事发之后，奈雪的茶回应称第一时间成立了专项工作组，对设施门店展开连夜彻查和整改，但一石激起千层浪，消费者对奈雪的茶开始失望。微博用户对奈雪的茶翻车表示不满\n喜茶也出现过相似情况，从2019年江苏一名孕妇称在喜茶店内购买的果茶中喝出绿头苍蝇，到2020年食用冰被检出菌落总数超标，产品发生微生物污染，似乎喜茶总是反复犯错与道歉。\n奈雪的茶、喜茶之所以每每出事都会引发众怒，与其打造的人设有关。作为新茶饮市场中的两大头部品牌，奈雪的茶和喜茶不仅将茶饮定价提升到了20元至30元的区间，更是通过对门店装修、线上营销以及全国性扩张，打造出了不同以往街边奶茶的高级感。\n他们也会通过宣传自身原材料选取的严苛度、门店规范度，来证明自己值得更高的价格。毫无疑问，奈雪的茶和喜茶在社交媒体上的热度以及门店数量的不断攀升，在一定程度上说明了这一策略的可行性，也完成了对市场的教育。\n但硬币的另一面，意味着奈雪的茶和喜茶需要扛起更大的责任感，食品安全这样的底线问题对于他们来说是坚决不可以触碰的底线。否则，他们就将迎来消费者更大的愤怒。\n\n 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[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/170029718","repostId":"1138178281","repostType":4,"repost":{"id":"1138178281","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":1626395448,"share":"https://www.laohu8.com/m/news/1138178281?lang=&edition=full","pubTime":"2021-07-16 08:30","market":"us","language":"zh","title":"美股内部分歧日益严重，分析师称8月或回调10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1138178281","media":"Wind万得","summary":"在经济复苏及美联储宽松政策的支持下，美股三大指数今年以来屡创新高。但分析师表示，美股个股分歧日益严峻，投资者需要为8月的市场波动做好准备。\n具体来看，Market Extremes的总裁海斯•马丁(H","content":"<p>在经济复苏及美联储宽松政策的支持下，美股三大指数今年以来屡创新高。但分析师表示，美股个股分歧日益严峻，投资者需要为8月的市场波动做好准备。</p>\n<p>具体来看，Market Extremes的总裁海斯•马丁(Hayes Martin)在接受Marketwatch采访时表示，今天的美国股市几乎没有全速前进。他说，事实上，目前市场的内部健康状况比2018年10月以来的任何时候都要糟糕。而在当时，标普500指数和罗素2000小盘股指数分别下跌了20%和26%。</p>\n<p>马丁补充称，如今市场的内部健康状况不像2018年那么糟糕。这一次，他预计美国主要股指将下跌10%或更多。他预计，调整可能随时开始，但不会晚于8月中旬。</p>\n<p><b>美股内部分歧日益严重</b></p>\n<p>马丁冷静的预测是基于美股市场内部不断扩大的分化，越来越少的个股参与了上涨势头，而跌至新低的个股数量与日俱增。例如，本周三，就在纳斯达克100指数和标普100指数屡创新高之际，许多板块出现了多个新低。</p>\n<p>这在以罗素2000指数为代表的中小盘股中尤为明显。7月13日，该指数连续第二天出现个股新低多于新高。马丁将历史数据追溯至2000年6月，他表示，本周发生的情况只在2014年9月、2015年7月和2018年10月发生过三次。自那之后的三个月，标普500指数和罗素2000指数都至少下跌了10%。</p>\n<p><img src=\"https://static.tigerbbs.com/96acd2edadefea8ccc0c15cd3d6a0a09\" tg-width=\"796\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p>\n<p>（图片来源：Wind）</p>\n<p>马丁报告说，目前市场上唯一没有出现危险背离的领域是大盘股主导的标普500指数。他说，除了这个板块，“股市目前的内部状况是我几十年来见过的最糟糕的。”</p>\n<p>马丁补充说，这些严重的背离是在股票被严重高估的情况下发生的，一些股票处于泡沫区域。这意味着，当市场确实下跌时，它的跌幅可能更大。</p>\n<p>他还说，目前过于乐观的投资者情绪更是火上浇油，这种极端情绪意味着市场阻力最小的路径是下跌。马丁总结说，可以肯定的是，股市被高估已经有一段时间了，看涨情绪已经达到或接近极端。缺失的部分是市场分歧，这部分现在已经到位。</p>\n<p><b>技术指标显示美股正在回调</b></p>\n<p>Mott资本管理公司(MottCapitalManagement)策略师迈克尔•克莱默(Michael Kramer)在《今日电话报》(call of the day)中表示，一项技术指标显示，5只知名股票和两只基金的表现表明，市场正在进行调整。</p>\n<p>相对强弱指数(RSI)衡量近期价格运动的速度和变化，是最著名的技术信号之一。它允许投资者评估一种证券是超买还是超卖，高估或低估。该指数在70或以上被视为超买，而在30及以下则被视为超卖。</p>\n<p>克莱默在2018年1月29日指出，对于一些最知名的股票来说，较高的RSI表明股市准备下跌。“从那以后，直到2月8日，情况变得非常糟糕，”他说。</p>\n<p>在2018年初的10天里，道琼斯工业指数下跌近9%，标准普尔500指数下跌超过10%，纳斯达克综合指数下跌近10%。</p>\n<p>现在，“同样的情况正在出现，”克莱默指出，\"最大的几只股票都达到了非常超买的水平。”</p>\n<p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Alphabet、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/MSFT\">微软</a>的RSI指数均出现超买，凯蒂•伍德(Cathie Wood)的方舟创新ETF (ARKInnovationETF)和追踪纳斯达克100指数(Nasdaq 100)的QQQ基金也是如此。</p>\n<p>克莱默说，截至周三，苹果的RSI指数超过80，亚马逊为70，微软为76，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的母公司Alphabet为73，并且呈上升趋势。他指出，英伟达的RSI指数正在突破近两个月以来升至83的涨幅。</p>\n<p>方舟创新ETF的相对强弱指数为76，而QQQ高于75。“当QQQ相对强弱指数达到这么高时，大多数时候结果都不好，包括2018年1月，”克雷默说。</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>美股内部分歧日益严重，分析师称8月或回调10%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股内部分歧日益严重，分析师称8月或回调10%\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\">2021-07-16 08:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>在经济复苏及美联储宽松政策的支持下，美股三大指数今年以来屡创新高。但分析师表示，美股个股分歧日益严峻，投资者需要为8月的市场波动做好准备。</p>\n<p>具体来看，Market Extremes的总裁海斯•马丁(Hayes Martin)在接受Marketwatch采访时表示，今天的美国股市几乎没有全速前进。他说，事实上，目前市场的内部健康状况比2018年10月以来的任何时候都要糟糕。而在当时，标普500指数和罗素2000小盘股指数分别下跌了20%和26%。</p>\n<p>马丁补充称，如今市场的内部健康状况不像2018年那么糟糕。这一次，他预计美国主要股指将下跌10%或更多。他预计，调整可能随时开始，但不会晚于8月中旬。</p>\n<p><b>美股内部分歧日益严重</b></p>\n<p>马丁冷静的预测是基于美股市场内部不断扩大的分化，越来越少的个股参与了上涨势头，而跌至新低的个股数量与日俱增。例如，本周三，就在纳斯达克100指数和标普100指数屡创新高之际，许多板块出现了多个新低。</p>\n<p>这在以罗素2000指数为代表的中小盘股中尤为明显。7月13日，该指数连续第二天出现个股新低多于新高。马丁将历史数据追溯至2000年6月，他表示，本周发生的情况只在2014年9月、2015年7月和2018年10月发生过三次。自那之后的三个月，标普500指数和罗素2000指数都至少下跌了10%。</p>\n<p><img src=\"https://static.tigerbbs.com/96acd2edadefea8ccc0c15cd3d6a0a09\" tg-width=\"796\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p>\n<p>（图片来源：Wind）</p>\n<p>马丁报告说，目前市场上唯一没有出现危险背离的领域是大盘股主导的标普500指数。他说，除了这个板块，“股市目前的内部状况是我几十年来见过的最糟糕的。”</p>\n<p>马丁补充说，这些严重的背离是在股票被严重高估的情况下发生的，一些股票处于泡沫区域。这意味着，当市场确实下跌时，它的跌幅可能更大。</p>\n<p>他还说，目前过于乐观的投资者情绪更是火上浇油，这种极端情绪意味着市场阻力最小的路径是下跌。马丁总结说，可以肯定的是，股市被高估已经有一段时间了，看涨情绪已经达到或接近极端。缺失的部分是市场分歧，这部分现在已经到位。</p>\n<p><b>技术指标显示美股正在回调</b></p>\n<p>Mott资本管理公司(MottCapitalManagement)策略师迈克尔•克莱默(Michael Kramer)在《今日电话报》(call of the day)中表示，一项技术指标显示，5只知名股票和两只基金的表现表明，市场正在进行调整。</p>\n<p>相对强弱指数(RSI)衡量近期价格运动的速度和变化，是最著名的技术信号之一。它允许投资者评估一种证券是超买还是超卖，高估或低估。该指数在70或以上被视为超买，而在30及以下则被视为超卖。</p>\n<p>克莱默在2018年1月29日指出，对于一些最知名的股票来说，较高的RSI表明股市准备下跌。“从那以后，直到2月8日，情况变得非常糟糕，”他说。</p>\n<p>在2018年初的10天里，道琼斯工业指数下跌近9%，标准普尔500指数下跌超过10%，纳斯达克综合指数下跌近10%。</p>\n<p>现在，“同样的情况正在出现，”克莱默指出，\"最大的几只股票都达到了非常超买的水平。”</p>\n<p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Alphabet、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/MSFT\">微软</a>的RSI指数均出现超买，凯蒂•伍德(Cathie Wood)的方舟创新ETF (ARKInnovationETF)和追踪纳斯达克100指数(Nasdaq 100)的QQQ基金也是如此。</p>\n<p>克莱默说，截至周三，苹果的RSI指数超过80，亚马逊为70，微软为76，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的母公司Alphabet为73，并且呈上升趋势。他指出，英伟达的RSI指数正在突破近两个月以来升至83的涨幅。</p>\n<p>方舟创新ETF的相对强弱指数为76，而QQQ高于75。“当QQQ相对强弱指数达到这么高时，大多数时候结果都不好，包括2018年1月，”克雷默说。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/318dced6c8505427ba4c5a73eb4a7981","relate_stocks":{"161125":"标普500","513500":"标普500ETF","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","DDM":"道指两倍做多ETF","OEF":"标普100指数ETF-iShares","SDOW":"道指三倍做空ETF-ProShares","OEX":"标普100",".SPX":"S&P 500 Index","SDS":"两倍做空标普500ETF","QNETCN":"纳斯达克中美互联网老虎指数","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","DJX":"1/100道琼斯","IVV":"标普500指数ETF","DXD":"道指两倍做空ETF","SPXU":"三倍做空标普500ETF","SPY":"标普500ETF","09086":"华夏纳指-U"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138178281","content_text":"在经济复苏及美联储宽松政策的支持下，美股三大指数今年以来屡创新高。但分析师表示，美股个股分歧日益严峻，投资者需要为8月的市场波动做好准备。\n具体来看，Market Extremes的总裁海斯•马丁(Hayes Martin)在接受Marketwatch采访时表示，今天的美国股市几乎没有全速前进。他说，事实上，目前市场的内部健康状况比2018年10月以来的任何时候都要糟糕。而在当时，标普500指数和罗素2000小盘股指数分别下跌了20%和26%。\n马丁补充称，如今市场的内部健康状况不像2018年那么糟糕。这一次，他预计美国主要股指将下跌10%或更多。他预计，调整可能随时开始，但不会晚于8月中旬。\n美股内部分歧日益严重\n马丁冷静的预测是基于美股市场内部不断扩大的分化，越来越少的个股参与了上涨势头，而跌至新低的个股数量与日俱增。例如，本周三，就在纳斯达克100指数和标普100指数屡创新高之际，许多板块出现了多个新低。\n这在以罗素2000指数为代表的中小盘股中尤为明显。7月13日，该指数连续第二天出现个股新低多于新高。马丁将历史数据追溯至2000年6月，他表示，本周发生的情况只在2014年9月、2015年7月和2018年10月发生过三次。自那之后的三个月，标普500指数和罗素2000指数都至少下跌了10%。\n\n（图片来源：Wind）\n马丁报告说，目前市场上唯一没有出现危险背离的领域是大盘股主导的标普500指数。他说，除了这个板块，“股市目前的内部状况是我几十年来见过的最糟糕的。”\n马丁补充说，这些严重的背离是在股票被严重高估的情况下发生的，一些股票处于泡沫区域。这意味着，当市场确实下跌时，它的跌幅可能更大。\n他还说，目前过于乐观的投资者情绪更是火上浇油，这种极端情绪意味着市场阻力最小的路径是下跌。马丁总结说，可以肯定的是，股市被高估已经有一段时间了，看涨情绪已经达到或接近极端。缺失的部分是市场分歧，这部分现在已经到位。\n技术指标显示美股正在回调\nMott资本管理公司(MottCapitalManagement)策略师迈克尔•克莱默(Michael Kramer)在《今日电话报》(call of the day)中表示，一项技术指标显示，5只知名股票和两只基金的表现表明，市场正在进行调整。\n相对强弱指数(RSI)衡量近期价格运动的速度和变化，是最著名的技术信号之一。它允许投资者评估一种证券是超买还是超卖，高估或低估。该指数在70或以上被视为超买，而在30及以下则被视为超卖。\n克莱默在2018年1月29日指出，对于一些最知名的股票来说，较高的RSI表明股市准备下跌。“从那以后，直到2月8日，情况变得非常糟糕，”他说。\n在2018年初的10天里，道琼斯工业指数下跌近9%，标准普尔500指数下跌超过10%，纳斯达克综合指数下跌近10%。\n现在，“同样的情况正在出现，”克莱默指出，\"最大的几只股票都达到了非常超买的水平。”\n苹果、亚马逊、Alphabet、英伟达和微软的RSI指数均出现超买，凯蒂•伍德(Cathie Wood)的方舟创新ETF (ARKInnovationETF)和追踪纳斯达克100指数(Nasdaq 100)的QQQ基金也是如此。\n克莱默说，截至周三，苹果的RSI指数超过80，亚马逊为70，微软为76，谷歌的母公司Alphabet为73，并且呈上升趋势。他指出，英伟达的RSI指数正在突破近两个月以来升至83的涨幅。\n方舟创新ETF的相对强弱指数为76，而QQQ高于75。“当QQQ相对强弱指数达到这么高时，大多数时候结果都不好，包括2018年1月，”克雷默说。","news_type":1},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":152939101,"gmtCreate":1625252255403,"gmtModify":1631891479831,"author":{"id":"4087940084041310","authorId":"4087940084041310","name":"4c614415","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"休息休息","listText":"休息休息","text":"休息休息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152939101","repostId":"1168133884","repostType":4,"repost":{"id":"1168133884","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":1625021330,"share":"https://www.laohu8.com/m/news/1168133884?lang=&edition=full","pubTime":"2021-06-30 10:48","market":"sg","language":"zh","title":"提醒：因美国独立日假期，7月5日美股全天休市","url":"https://stock-news.laohu8.com/highlight/detail?id=1168133884","media":"老虎资讯综合","summary":"因美国独立日假期，7月5日（周一）美股休市一日，7月6日（周二）起恢复交易。\n港股、A股、英股、澳股、新加坡股市照常交易。\n背景简介：\n独立日是美国法定国庆日，日期为每年7月4日，以纪念1776年7月","content":"<p><b>因美国独立日假期，7月5日（周一）美股休市一日，7月6日（周二）起恢复交易。</b></p>\n<p>港股、A股、英股、澳股、新加坡股市照常交易。</p>\n<p><b>背景简介：</b></p>\n<p><b>独立日</b>是美国法定国庆日，日期为每年7月4日，以纪念1776年7月4日大陆会议在费城正式通过《独立宣言》。美国的独立日，与宗教、民俗节日一样隆重，老百姓在节日前清洁院落，装饰家居，悬挂国旗。<img src=\"https://static.tigerbbs.com/f87ddb03d9b4d56cf0dce9450e742016\" tg-width=\"626\" tg-height=\"417\"></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>提醒：因美国独立日假期，7月5日美股全天休市</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提醒：因美国独立日假期，7月5日美股全天休市\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-30 10:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>因美国独立日假期，7月5日（周一）美股休市一日，7月6日（周二）起恢复交易。</b></p>\n<p>港股、A股、英股、澳股、新加坡股市照常交易。</p>\n<p><b>背景简介：</b></p>\n<p><b>独立日</b>是美国法定国庆日，日期为每年7月4日，以纪念1776年7月4日大陆会议在费城正式通过《独立宣言》。美国的独立日，与宗教、民俗节日一样隆重，老百姓在节日前清洁院落，装饰家居，悬挂国旗。<img src=\"https://static.tigerbbs.com/f87ddb03d9b4d56cf0dce9450e742016\" tg-width=\"626\" tg-height=\"417\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/21dd6adec6b29203b5bca22347419441","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168133884","content_text":"因美国独立日假期，7月5日（周一）美股休市一日，7月6日（周二）起恢复交易。\n港股、A股、英股、澳股、新加坡股市照常交易。\n背景简介：\n独立日是美国法定国庆日，日期为每年7月4日，以纪念1776年7月4日大陆会议在费城正式通过《独立宣言》。美国的独立日，与宗教、民俗节日一样隆重，老百姓在节日前清洁院落，装饰家居，悬挂国旗。","news_type":1},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":896029774,"gmtCreate":1628544673698,"gmtModify":1631891280648,"author":{"id":"4087940084041310","authorId":"4087940084041310","name":"4c614415","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"够力[流泪]&nbsp;","listText":"够力[流泪]&nbsp;","text":"够力[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/896029774","repostId":"2158410898","repostType":4,"isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":155469935,"gmtCreate":1625449215727,"gmtModify":1631891479818,"author":{"id":"4087940084041310","authorId":"4087940084041310","name":"4c614415","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[摊手]&nbsp;","listText":"[摊手]&nbsp;","text":"[摊手]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/155469935","repostId":"1154492347","repostType":4,"repost":{"id":"1154492347","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":1625448046,"share":"https://www.laohu8.com/m/news/1154492347?lang=&edition=full","pubTime":"2021-07-05 09:20","market":"hk","language":"zh","title":"开盘：恒生指数低开0.75%，归创通桥首挂高开近29%","url":"https://stock-news.laohu8.com/highlight/detail?id=1154492347","media":"老虎资讯综合","summary":"7月5日，恒生指数开盘下跌211.51点，跌幅0.75%，报28098.91点；国企指数开盘下跌75.73点，跌幅0.73%，报10339.85点；红筹指数开盘下跌17.58点，跌幅0.44%，报39","content":"<p>7月5日，恒生指数开盘下跌211.51点，跌幅0.75%，报28098.91点；国企指数开盘下跌75.73点，跌幅0.73%，报10339.85点；红筹指数开盘下跌17.58点，跌幅0.44%，报3939.69点。</p>\n<p>恒生科技指数跌0.76%，<a href=\"https://laohu8.com/S/09888\">百度集团-SW</a>跌2.6%，<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>跌1.86%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>跌1.4%，<a href=\"https://laohu8.com/S/03690\">美团-W</a>跌1.25%。</p>\n<p><a href=\"https://laohu8.com/S/00345\">维他奶国际</a>跌约12%，遭多地商户纷纷下架产品；</p>\n<p><a href=\"https://laohu8.com/S/00700\">腾讯控股</a>跌0.78%，滴滴APP下架整改，<a href=\"https://laohu8.com/S/00700\">腾讯</a>为滴滴股东之一。</p>\n<p><a href=\"https://laohu8.com/S/00981\">中芯国际</a>跌1.08%，此前发布公告称核心技术人员离职，目前技术研发工作正常进行。</p>\n<p><a href=\"https://laohu8.com/S/00532\">王氏港建</a>今日复牌，跌近39%，控股股东不拟进行潜在的私有化。</p>\n<p><a href=\"https://laohu8.com/S/00881\">中升控股</a>涨超10%，获高瓴认购4725.3万股，筹资29.95亿港元。</p>\n<p><a href=\"https://laohu8.com/S/600332\">白云山</a>涨2.69%，中国证监会核准广州医药股份有限公司在香港联交所主板上市。</p>\n<p><a href=\"https://laohu8.com/S/02230\">羚邦集团</a>涨4%，与<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>合作扩充动漫资源库。</p>\n<p>新股<a href=\"https://laohu8.com/S/02190\">归创通桥-B</a>开涨近29%。</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>开盘：恒生指数低开0.75%，归创通桥首挂高开近29%</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开盘：恒生指数低开0.75%，归创通桥首挂高开近29%\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\">2021-07-05 09:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月5日，恒生指数开盘下跌211.51点，跌幅0.75%，报28098.91点；国企指数开盘下跌75.73点，跌幅0.73%，报10339.85点；红筹指数开盘下跌17.58点，跌幅0.44%，报3939.69点。</p>\n<p>恒生科技指数跌0.76%，<a href=\"https://laohu8.com/S/09888\">百度集团-SW</a>跌2.6%，<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>跌1.86%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>跌1.4%，<a href=\"https://laohu8.com/S/03690\">美团-W</a>跌1.25%。</p>\n<p><a href=\"https://laohu8.com/S/00345\">维他奶国际</a>跌约12%，遭多地商户纷纷下架产品；</p>\n<p><a href=\"https://laohu8.com/S/00700\">腾讯控股</a>跌0.78%，滴滴APP下架整改，<a href=\"https://laohu8.com/S/00700\">腾讯</a>为滴滴股东之一。</p>\n<p><a href=\"https://laohu8.com/S/00981\">中芯国际</a>跌1.08%，此前发布公告称核心技术人员离职，目前技术研发工作正常进行。</p>\n<p><a href=\"https://laohu8.com/S/00532\">王氏港建</a>今日复牌，跌近39%，控股股东不拟进行潜在的私有化。</p>\n<p><a href=\"https://laohu8.com/S/00881\">中升控股</a>涨超10%，获高瓴认购4725.3万股，筹资29.95亿港元。</p>\n<p><a href=\"https://laohu8.com/S/600332\">白云山</a>涨2.69%，中国证监会核准广州医药股份有限公司在香港联交所主板上市。</p>\n<p><a href=\"https://laohu8.com/S/02230\">羚邦集团</a>涨4%，与<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>合作扩充动漫资源库。</p>\n<p>新股<a href=\"https://laohu8.com/S/02190\">归创通桥-B</a>开涨近29%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"513600":"恒生指数ETF","HSCEI":"国企指数","HSI":"恒生指数","02833":"恒指ETF","HSTECH":"恒生科技指数","HSCCI":"红筹指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154492347","content_text":"7月5日，恒生指数开盘下跌211.51点，跌幅0.75%，报28098.91点；国企指数开盘下跌75.73点，跌幅0.73%，报10339.85点；红筹指数开盘下跌17.58点，跌幅0.44%，报3939.69点。\n恒生科技指数跌0.76%，百度集团-SW跌2.6%，京东集团-SW跌1.86%，阿里巴巴-SW跌1.4%，美团-W跌1.25%。\n维他奶国际跌约12%，遭多地商户纷纷下架产品；\n腾讯控股跌0.78%，滴滴APP下架整改，腾讯为滴滴股东之一。\n中芯国际跌1.08%，此前发布公告称核心技术人员离职，目前技术研发工作正常进行。\n王氏港建今日复牌，跌近39%，控股股东不拟进行潜在的私有化。\n中升控股涨超10%，获高瓴认购4725.3万股，筹资29.95亿港元。\n白云山涨2.69%，中国证监会核准广州医药股份有限公司在香港联交所主板上市。\n羚邦集团涨4%，与哔哩哔哩合作扩充动漫资源库。\n新股归创通桥-B开涨近29%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":833006268,"gmtCreate":1629187182254,"gmtModify":1631891280640,"author":{"id":"4087940084041310","authorId":"4087940084041310","name":"4c614415","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"未来未来😂","listText":"未来未来😂","text":"未来未来😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833006268","repostId":"1151811042","repostType":4,"isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":174862549,"gmtCreate":1627091224581,"gmtModify":1631891479724,"author":{"id":"4087940084041310","authorId":"4087940084041310","name":"4c614415","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[吃瓜]&nbsp;[吃瓜]&nbsp;","listText":"[吃瓜]&nbsp;[吃瓜]&nbsp;","text":"[吃瓜] [吃瓜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174862549","repostId":"2153698973","repostType":4,"repost":{"id":"2153698973","pubTimestamp":1627089666,"share":"https://www.laohu8.com/m/news/2153698973?lang=&edition=full","pubTime":"2021-07-24 09:21","market":"us","language":"zh","title":"英特尔前景好不好？绩后华尔街现分歧","url":"https://stock-news.laohu8.com/highlight/detail?id=2153698973","media":"智通财经","summary":"美东时间7月22日美股盘后，英特尔公布了2021年第二季度财报。财报公布后，多家投行表示，英特尔Q2业绩表现稳定，但对于该公司给出的业绩指引却存在不同意见。\n数据显示，在GAAP会计准则下，该公司Q2","content":"<p>美东时间7月22日美股盘后，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>公布了2021年第二季度财报。财报公布后，多家投行表示，英特尔Q2业绩表现稳定，但对于该公司给出的业绩指引却存在不同意见。</p>\n<p>数据显示，在GAAP会计准则下，该公司Q2营收196.31亿美元，上年同期为197.28亿美元，同比下滑0.49%;净利润50.61亿美元，上年同期为51.05亿美元，同比下滑0.86%。其中，备受关注的数据中心业务持续疲软，营收同比下降9%至64.55亿美元。</p>\n<p>展望未来，该公司预计，在GAAP会计准则下，2021年第三季度营收191亿美元，每股收益1.08美元，毛利率53%；上调2021年全年业绩指引，预计全年营收776亿美元，每股收益4.09美元，毛利率54.2%。</p>\n<p>以下是各投行观点：</p>\n<p><b>Truist分析师William Stein将英特尔目标价由69美元下调至60美元，维持“持有”评级。</b>该分析师表示，英特尔第二季度业绩“稳健”，但该公司在技术方面的投资拖累了其中期每股收益前景。不过，Stein补充道，对英特尔而言，最好的消息是其在新技术方面的进展，如领先的7nm制程工艺、代工产能等。</p>\n<p><b><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Joseph Moore将英特尔目标价由72美元下调至70美元，维持“增持“评级。</b>Moore表示，该公司“实际上略微下调了对今年剩余时间的预期”，从而引发了投资者对其在2022年的发展势头的质疑。不过，该分析师认为，考虑到目前该股的市盈率，他将坚持其看法。</p>\n<p><b><a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>分析师Blayne Curtis将英特尔目标价由58美元下调至50美元，维持“减持”评级。</b>Curtis表示，虽然该公司第二季度超预期的业绩是积极的，但数据中心业务仍然乏力，同时，该公司提供的业绩指引也暗示了其增长空间有限。该分析师称，在PC业务好转、芯片制程处于困境，代工战略意义不大的情况下，对该公司管理层的乐观前景表示怀疑。</p>\n<p><b>Benchmark分析师David Williams维持英特尔“持有”评级，并称该公司核心业务面临持续的竞争挑战。</b>Williams指出，尽管英特尔第二季度业绩超出预期，但考虑到整个半导体供应链的市场需求，该公司的增长不应令人惊讶。该分析师认为，整体市场强劲预示着<a href=\"https://laohu8.com/S/AMD\">AMD</a>(AMD.US)前景良好，继续看好AMD的市场份额增长和竞争优势。</p>\n<p><b>瑞穗分析师Vijay Rakesh将英特尔目标价由72美元下调至70美元，维持“买入”评级。</b>Rakesh表示，该公司公布了“稳健”的季度业绩，并上调了全年指引。虽然英特尔面临“多重挑战”，但通过新管理层、新处理器Ice Lake和Sapphire Rapids以及代工业务，英特尔在2021年下半年仍有望取得优异表现。</p>\n<p><b>花旗分析师Christopher Danely将英特尔目标价由60美元下调至57美元，维持“中性”评级。</b>Danely表示，在数据中心业务的带动下，该公司第二季度表现“强劲”。该分析师认为，虽然英特尔上调了2021年全年营收和盈利指引，但这是因为第二季度收入的增长和税收的降低。Danely预计，公司的利润压力将持续下去，而PC终端市场的减速将加剧压力。</p>\n<p><b>Roth Capital分析师Suji Desilva将英特尔目标价由65美元下调至60美元，维持“中性”评级。</b>Desilva表示，英特尔公布第二季度每股收益和营收高于市场预期，反映出尽管制造业供应紧张，但数据中心和客户的需求和复苏势头强劲。该分析师预计，下半年的需求势头仍将持续，但将被持续的供应紧张所抵消。</p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英特尔前景好不好？绩后华尔街现分歧</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{ 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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英特尔前景好不好？绩后华尔街现分歧\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 09:21 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/520512.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美东时间7月22日美股盘后，英特尔公布了2021年第二季度财报。财报公布后，多家投行表示，英特尔Q2业绩表现稳定，但对于该公司给出的业绩指引却存在不同意见。\n数据显示，在GAAP会计准则下，该公司Q2营收196.31亿美元，上年同期为197.28亿美元，同比下滑0.49%;净利润50.61亿美元，上年同期为51.05亿美元，同比下滑0.86%。其中，备受关注的数据中心业务持续疲软，营收同比下降9%...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/520512.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/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"03086":"华夏纳指","INTC":"英特尔","09086":"华夏纳指-U"},"source_url":"http://www.zhitongcaijing.com/content/detail/520512.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153698973","content_text":"美东时间7月22日美股盘后，英特尔公布了2021年第二季度财报。财报公布后，多家投行表示，英特尔Q2业绩表现稳定，但对于该公司给出的业绩指引却存在不同意见。\n数据显示，在GAAP会计准则下，该公司Q2营收196.31亿美元，上年同期为197.28亿美元，同比下滑0.49%;净利润50.61亿美元，上年同期为51.05亿美元，同比下滑0.86%。其中，备受关注的数据中心业务持续疲软，营收同比下降9%至64.55亿美元。\n展望未来，该公司预计，在GAAP会计准则下，2021年第三季度营收191亿美元，每股收益1.08美元，毛利率53%；上调2021年全年业绩指引，预计全年营收776亿美元，每股收益4.09美元，毛利率54.2%。\n以下是各投行观点：\nTruist分析师William Stein将英特尔目标价由69美元下调至60美元，维持“持有”评级。该分析师表示，英特尔第二季度业绩“稳健”，但该公司在技术方面的投资拖累了其中期每股收益前景。不过，Stein补充道，对英特尔而言，最好的消息是其在新技术方面的进展，如领先的7nm制程工艺、代工产能等。\n摩根士丹利分析师Joseph Moore将英特尔目标价由72美元下调至70美元，维持“增持“评级。Moore表示，该公司“实际上略微下调了对今年剩余时间的预期”，从而引发了投资者对其在2022年的发展势头的质疑。不过，该分析师认为，考虑到目前该股的市盈率，他将坚持其看法。\n巴克莱银行分析师Blayne Curtis将英特尔目标价由58美元下调至50美元，维持“减持”评级。Curtis表示，虽然该公司第二季度超预期的业绩是积极的，但数据中心业务仍然乏力，同时，该公司提供的业绩指引也暗示了其增长空间有限。该分析师称，在PC业务好转、芯片制程处于困境，代工战略意义不大的情况下，对该公司管理层的乐观前景表示怀疑。\nBenchmark分析师David Williams维持英特尔“持有”评级，并称该公司核心业务面临持续的竞争挑战。Williams指出，尽管英特尔第二季度业绩超出预期，但考虑到整个半导体供应链的市场需求，该公司的增长不应令人惊讶。该分析师认为，整体市场强劲预示着AMD(AMD.US)前景良好，继续看好AMD的市场份额增长和竞争优势。\n瑞穗分析师Vijay Rakesh将英特尔目标价由72美元下调至70美元，维持“买入”评级。Rakesh表示，该公司公布了“稳健”的季度业绩，并上调了全年指引。虽然英特尔面临“多重挑战”，但通过新管理层、新处理器Ice Lake和Sapphire Rapids以及代工业务，英特尔在2021年下半年仍有望取得优异表现。\n花旗分析师Christopher Danely将英特尔目标价由60美元下调至57美元，维持“中性”评级。Danely表示，在数据中心业务的带动下，该公司第二季度表现“强劲”。该分析师认为，虽然英特尔上调了2021年全年营收和盈利指引，但这是因为第二季度收入的增长和税收的降低。Danely预计，公司的利润压力将持续下去，而PC终端市场的减速将加剧压力。\nRoth Capital分析师Suji 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