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LewisDua
2021-10-16
[呆住]
抱歉，原内容已删除
LewisDua
2021-08-11
[开心]
理想汽车-W一手中签率50%，认购4手稳中一手
LewisDua
2021-08-09
这很巴菲特[财迷]
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LewisDua
2021-08-05
[财迷]
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LewisDua
2021-08-03
静待[可爱]
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LewisDua
2021-07-24
Like yourself
Wall Street surges to all-time closing high on earnings, economic revival
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","listText":"[呆住] ","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/824725182","repostId":"1163100535","repostType":4,"isVote":1,"tweetType":1,"viewCount":1416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":892104735,"gmtCreate":1628642052027,"gmtModify":1633745505447,"author":{"id":"4088244350046540","authorId":"4088244350046540","name":"LewisDua","avatar":"https://static.tigerbbs.com/ce9df97fc06f683fba43514a060de194","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088244350046540","authorIdStr":"4088244350046540"},"themes":[],"htmlText":"[开心] ","listText":"[开心] ","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/892104735","repostId":"1133103562","repostType":4,"repost":{"id":"1133103562","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":1628635870,"share":"https://www.laohu8.com/m/news/1133103562?lang=&edition=full","pubTime":"2021-08-11 06:51","market":"hk","language":"zh","title":"理想汽车-W一手中签率50%，认购4手稳中一手","url":"https://stock-news.laohu8.com/highlight/detail?id=1133103562","media":"老虎资讯综合","summary":"8月11日，理想汽车-W发布公告，公司全球发售1亿股股份，其中香港发售股份1000万股，国际发售股份9000万股，另有15%超额配股权；最终发售价定为每股发售股份118.00港元，A类普通股每手买卖单","content":"<p>8月11日，<a href=\"https://laohu8.com/S/02015\">理想汽车-W</a>发布公告，公司全球发售1亿股股份，其中香港发售股份1000万股，国际发售股份9000万股，另有15%超额配股权；最终发售价定为每股发售股份118.00港元，A类普通股每手买卖单位100股；<a href=\"https://laohu8.com/S/GS\">高盛</a>及<a href=\"https://laohu8.com/S/601995\">中金公司</a>为联席保荐人；预期A类普通股将于2021年8月12日于联交所主板挂牌上市。</p>\n<p><b>老虎资讯整理相关数据如下：</b></p>\n<p><img src=\"https://static.tigerbbs.com/90dc33d8cf6dd54bbb8089aa202a675a\" tg-width=\"1059\" tg-height=\"824\" referrerpolicy=\"no-referrer\"></p>\n<p><b>分配结果：</b></p>\n<p>甲组每手100股，一手中签率50%，认购4手稳中一手。</p>\n<p>乙组头为3.5万股（350手），获配10500股（105手）。</p>\n<p><img src=\"https://static.tigerbbs.com/b72b9980b33d2bc145bf750eac99fc97\" tg-width=\"750\" tg-height=\"653\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/5852a66a7931d4851ceef4c3351892b0\" tg-width=\"786\" tg-height=\"485\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/e99a932ac3365eb3bf4b8ec5aa2f7806\" tg-width=\"792\" tg-height=\"436\" referrerpolicy=\"no-referrer\"></p>\n<p>国际发售初步提呈发售的发售股份已获超额认购，相当于国际发售初步可供认购发售股份总数的约7.9倍。香港公开发售项下初步提呈发售的香港发售股份已获超额认购。合共接获50,264份有效申请，相当于香港公开发售项下初步可供认购香港发售股份总数约5.50倍。</p>\n<p>假设超额配售权未获行使，按发售价每股发售股份118.00港元计算，公司将收取的全球发售所得款项净额估计约为115.519亿港元。公司拟将该等所得款项净额约45%将于未来12至36个月分配至研发用途；约45%预期将用于为未来12至36个月扩大基础设施、市场营销及宣传提供资金；约10%预期将于未来12个月用作营运资金及其他一般公司用途，以支持公司的业务营运及增长。倘超额配售权获悉数行使，公司将就超额配售权获行使后拟发行的1500万股A类普通股收取额外所得款项净额约17.424亿港元。</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>理想汽车-W一手中签率50%，认购4手稳中一手</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理想汽车-W一手中签率50%，认购4手稳中一手\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\">2021-08-11 06:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月11日，<a href=\"https://laohu8.com/S/02015\">理想汽车-W</a>发布公告，公司全球发售1亿股股份，其中香港发售股份1000万股，国际发售股份9000万股，另有15%超额配股权；最终发售价定为每股发售股份118.00港元，A类普通股每手买卖单位100股；<a href=\"https://laohu8.com/S/GS\">高盛</a>及<a href=\"https://laohu8.com/S/601995\">中金公司</a>为联席保荐人；预期A类普通股将于2021年8月12日于联交所主板挂牌上市。</p>\n<p><b>老虎资讯整理相关数据如下：</b></p>\n<p><img src=\"https://static.tigerbbs.com/90dc33d8cf6dd54bbb8089aa202a675a\" tg-width=\"1059\" tg-height=\"824\" referrerpolicy=\"no-referrer\"></p>\n<p><b>分配结果：</b></p>\n<p>甲组每手100股，一手中签率50%，认购4手稳中一手。</p>\n<p>乙组头为3.5万股（350手），获配10500股（105手）。</p>\n<p><img src=\"https://static.tigerbbs.com/b72b9980b33d2bc145bf750eac99fc97\" tg-width=\"750\" tg-height=\"653\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/5852a66a7931d4851ceef4c3351892b0\" tg-width=\"786\" tg-height=\"485\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/e99a932ac3365eb3bf4b8ec5aa2f7806\" tg-width=\"792\" tg-height=\"436\" referrerpolicy=\"no-referrer\"></p>\n<p>国际发售初步提呈发售的发售股份已获超额认购，相当于国际发售初步可供认购发售股份总数的约7.9倍。香港公开发售项下初步提呈发售的香港发售股份已获超额认购。合共接获50,264份有效申请，相当于香港公开发售项下初步可供认购香港发售股份总数约5.50倍。</p>\n<p>假设超额配售权未获行使，按发售价每股发售股份118.00港元计算，公司将收取的全球发售所得款项净额估计约为115.519亿港元。公司拟将该等所得款项净额约45%将于未来12至36个月分配至研发用途；约45%预期将用于为未来12至36个月扩大基础设施、市场营销及宣传提供资金；约10%预期将于未来12个月用作营运资金及其他一般公司用途，以支持公司的业务营运及增长。倘超额配售权获悉数行使，公司将就超额配售权获行使后拟发行的1500万股A类普通股收取额外所得款项净额约17.424亿港元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c3461c9400040bdfdce3ecdd4882fbed","relate_stocks":{"02015":"理想汽车-W","LI":"理想汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133103562","content_text":"8月11日，理想汽车-W发布公告，公司全球发售1亿股股份，其中香港发售股份1000万股，国际发售股份9000万股，另有15%超额配股权；最终发售价定为每股发售股份118.00港元，A类普通股每手买卖单位100股；高盛及中金公司为联席保荐人；预期A类普通股将于2021年8月12日于联交所主板挂牌上市。\n老虎资讯整理相关数据如下：\n\n分配结果：\n甲组每手100股，一手中签率50%，认购4手稳中一手。\n乙组头为3.5万股（350手），获配10500股（105手）。\n\n国际发售初步提呈发售的发售股份已获超额认购，相当于国际发售初步可供认购发售股份总数的约7.9倍。香港公开发售项下初步提呈发售的香港发售股份已获超额认购。合共接获50,264份有效申请，相当于香港公开发售项下初步可供认购香港发售股份总数约5.50倍。\n假设超额配售权未获行使，按发售价每股发售股份118.00港元计算，公司将收取的全球发售所得款项净额估计约为115.519亿港元。公司拟将该等所得款项净额约45%将于未来12至36个月分配至研发用途；约45%预期将用于为未来12至36个月扩大基础设施、市场营销及宣传提供资金；约10%预期将于未来12个月用作营运资金及其他一般公司用途，以支持公司的业务营运及增长。倘超额配售权获悉数行使，公司将就超额配售权获行使后拟发行的1500万股A类普通股收取额外所得款项净额约17.424亿港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898971518,"gmtCreate":1628471221934,"gmtModify":1631883815183,"author":{"id":"4088244350046540","authorId":"4088244350046540","name":"LewisDua","avatar":"https://static.tigerbbs.com/ce9df97fc06f683fba43514a060de194","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088244350046540","authorIdStr":"4088244350046540"},"themes":[],"htmlText":"这很巴菲特[财迷] 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","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/890463842","repostId":"1119221965","repostType":4,"isVote":1,"tweetType":1,"viewCount":971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":804602553,"gmtCreate":1627952313072,"gmtModify":1633754980248,"author":{"id":"4088244350046540","authorId":"4088244350046540","name":"LewisDua","avatar":"https://static.tigerbbs.com/ce9df97fc06f683fba43514a060de194","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088244350046540","authorIdStr":"4088244350046540"},"themes":[],"htmlText":"静待[可爱] ","listText":"静待[可爱] ","text":"静待[可爱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/804602553","repostId":"1120137772","repostType":4,"isVote":1,"tweetType":1,"viewCount":1073,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":174111122,"gmtCreate":1627085421166,"gmtModify":1633768201482,"author":{"id":"4088244350046540","authorId":"4088244350046540","name":"LewisDua","avatar":"https://static.tigerbbs.com/ce9df97fc06f683fba43514a060de194","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088244350046540","authorIdStr":"4088244350046540"},"themes":[],"htmlText":"Like yourself ","listText":"Like yourself ","text":"Like yourself","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174111122","repostId":"2153980423","repostType":4,"repost":{"id":"2153980423","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1627081209,"share":"https://www.laohu8.com/m/news/2153980423?lang=&edition=full","pubTime":"2021-07-24 07:00","market":"us","language":"en","title":"Wall Street surges to all-time closing high on earnings, economic revival","url":"https://stock-news.laohu8.com/highlight/detail?id=2153980423","media":"Reuters","summary":"* All 3 major indexes post weekly gains\n* Dow closes above 35,000 for first time ever\n* Social media","content":"<p>* All 3 major indexes post weekly gains</p>\n<p>* Dow closes above 35,000 for first time ever</p>\n<p>* Social media stocks rally after upbeat results</p>\n<p>* Intel sales forecast implies rocky second half</p>\n<p>* Indexes up: Dow 0.68%, S&P 1.01%, Nasdaq 1.04%</p>\n<p>Wall Street gained ground for the fourth straight session on Friday, extending a rally that pushed all three major U.S. stock indexes to record closing highs as upbeat earnings and signs of economic revival fueled investor risk appetite.</p>\n<p>The Dow closed above 35,000 for the first time ever.</p>\n<p>\"We see a continuation of the last couple days. It's roller coaster in reverse. We did the drop first, and we’ve been climbing back to the top ever since,\" said Chris Zaccarelli, chief investment officer at Independent Advisor Alliance in Charlotte, North Carolina.</p>\n<p>Growth and value stocks seesawed for much of the week as market participants weighed spiking infections of the COVID-19 Delta variant against strong corporate results and signs of economic revival.</p>\n<p>\"There’s push and pull, there’s clearly conflict in the market,\" Zaccarelli added. \"There’s a strong difference of opinion as to whether the future’s bright or whether there are clouds on the horizon.\"</p>\n<p>Market participants now look toward next week with the Federal Reserve's two-day monetary policy meeting and a series of high-profile earnings.</p>\n<p>The Fed's statement will be parsed for clues regarding the timeframe for tightening its accommodative policies, although Chairman Jerome Powell has repeatedly said the economy still needs the central bank's full support.</p>\n<p>The Dow Jones Industrial Average rose 238.2 points, or 0.68%, to 35,061.55, the S&P 500 gained 44.31 points, or 1.01%, to 4,411.79 and the Nasdaq Composite added 152.39 points, or 1.04%, to 14,836.99.</p>\n<p>Of the 11 major sectors in the S&P 500, all but energy closed green, with communications services enjoying the largest gain, rising 2.7%.</p>\n<p>Second-quarter reporting season is in full swing, with 120 of the companies in the S&P 500 having reported. Of those, 88% have beaten consensus, according to Refinitiv.</p>\n<p>\"We’re seeing companies, on average, beat on the top and on the bottom line,\" Zaccarelli said. \"We’re seeing the resilience of the consumer and that’s been the story of the earnings season so far.\"</p>\n<p>Analysts now expect aggregate year-on-year S&P 500 earnings growth of 78.1% for the April to June period, a sizeable increase from the 54% annual growth seen at the beginning of the quarter.</p>\n<p>Chipmaker Intel Corp said late Thursday that it still faces supply constraints and provided disappointing guidance. Its stock fell 5.3%.</p>\n<p>Moderna Inc jumped 7.8% after the European Union approved its COVID-19 vaccine for 12- to 17-year-olds.</p>\n<p>American <a href=\"https://laohu8.com/S/EXPR\">Express</a> Co gained 1.3% after posting second-quarter profit that handily beat expectations on the strength of a global recovery in consumer spending.</p>\n<p>Social media firms <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc and <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a> advanced 3.0% and 23.8%, respectively, on the back of their upbeat results.</p>\n<p>Those results bode well for <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc, which is due to post second-quarter results next week. Its stock surged 5.3%.</p>\n<p>Other high-profile earnings expected next week include Tesla Inc, Apple Inc, Alphabet Inc, Microsoft Corp and Amazon.com.</p>\n<p>Industrials Lockheed Martin Corp, Boeing Co, Ford Motor Co, General Dynamics Corp, <a href=\"https://laohu8.com/S/MMM\">3M</a> Co Caterpillar Inc, Chevron Corp and Exxon Mobil Corp, along with a host of healthcare, consumer goods and others, are also on deck.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.59-to-1 ratio; on Nasdaq, a 1.03-to-1 ratio favored advancers.</p>\n<p>The S&P 500 posted 82 new 52-week highs and no new lows; the Nasdaq Composite recorded 81 new highs and 136 new lows.</p>\n<p>Volume on U.S. exchanges was 9.72 billion shares, compared with the 10.14 billion average over the last 20 trading days.</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>Wall Street surges to all-time closing high on earnings, economic revival</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\">\nWall Street surges to all-time closing high on earnings, economic revival\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-24 07:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* All 3 major indexes post weekly gains</p>\n<p>* Dow closes above 35,000 for first time ever</p>\n<p>* Social media stocks rally after upbeat results</p>\n<p>* Intel sales forecast implies rocky second half</p>\n<p>* Indexes up: Dow 0.68%, S&P 1.01%, Nasdaq 1.04%</p>\n<p>Wall Street gained ground for the fourth straight session on Friday, extending a rally that pushed all three major U.S. stock indexes to record closing highs as upbeat earnings and signs of economic revival fueled investor risk appetite.</p>\n<p>The Dow closed above 35,000 for the first time ever.</p>\n<p>\"We see a continuation of the last couple days. It's roller coaster in reverse. We did the drop first, and we’ve been climbing back to the top ever since,\" said Chris Zaccarelli, chief investment officer at Independent Advisor Alliance in Charlotte, North Carolina.</p>\n<p>Growth and value stocks seesawed for much of the week as market participants weighed spiking infections of the COVID-19 Delta variant against strong corporate results and signs of economic revival.</p>\n<p>\"There’s push and pull, there’s clearly conflict in the market,\" Zaccarelli added. \"There’s a strong difference of opinion as to whether the future’s bright or whether there are clouds on the horizon.\"</p>\n<p>Market participants now look toward next week with the Federal Reserve's two-day monetary policy meeting and a series of high-profile earnings.</p>\n<p>The Fed's statement will be parsed for clues regarding the timeframe for tightening its accommodative policies, although Chairman Jerome Powell has repeatedly said the economy still needs the central bank's full support.</p>\n<p>The Dow Jones Industrial Average rose 238.2 points, or 0.68%, to 35,061.55, the S&P 500 gained 44.31 points, or 1.01%, to 4,411.79 and the Nasdaq Composite added 152.39 points, or 1.04%, to 14,836.99.</p>\n<p>Of the 11 major sectors in the S&P 500, all but energy closed green, with communications services enjoying the largest gain, rising 2.7%.</p>\n<p>Second-quarter reporting season is in full swing, with 120 of the companies in the S&P 500 having reported. Of those, 88% have beaten consensus, according to Refinitiv.</p>\n<p>\"We’re seeing companies, on average, beat on the top and on the bottom line,\" Zaccarelli said. \"We’re seeing the resilience of the consumer and that’s been the story of the earnings season so far.\"</p>\n<p>Analysts now expect aggregate year-on-year S&P 500 earnings growth of 78.1% for the April to June period, a sizeable increase from the 54% annual growth seen at the beginning of the quarter.</p>\n<p>Chipmaker Intel Corp said late Thursday that it still faces supply constraints and provided disappointing guidance. Its stock fell 5.3%.</p>\n<p>Moderna Inc jumped 7.8% after the European Union approved its COVID-19 vaccine for 12- to 17-year-olds.</p>\n<p>American <a href=\"https://laohu8.com/S/EXPR\">Express</a> Co gained 1.3% after posting second-quarter profit that handily beat expectations on the strength of a global recovery in consumer spending.</p>\n<p>Social media firms <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc and <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a> advanced 3.0% and 23.8%, respectively, on the back of their upbeat results.</p>\n<p>Those results bode well for <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc, which is due to post second-quarter results next week. Its stock surged 5.3%.</p>\n<p>Other high-profile earnings expected next week include Tesla Inc, Apple Inc, Alphabet Inc, Microsoft Corp and Amazon.com.</p>\n<p>Industrials Lockheed Martin Corp, Boeing Co, Ford Motor Co, General Dynamics Corp, <a href=\"https://laohu8.com/S/MMM\">3M</a> Co Caterpillar Inc, Chevron Corp and Exxon Mobil Corp, along with a host of healthcare, consumer goods and others, are also on deck.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.59-to-1 ratio; on Nasdaq, a 1.03-to-1 ratio favored advancers.</p>\n<p>The S&P 500 posted 82 new 52-week highs and no new lows; the Nasdaq Composite recorded 81 new highs and 136 new lows.</p>\n<p>Volume on U.S. exchanges was 9.72 billion shares, compared with the 10.14 billion average over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SNAP":"Snap Inc","TWTR":"Twitter",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","EXPR":"Express, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153980423","content_text":"* All 3 major indexes post weekly gains\n* Dow closes above 35,000 for first time ever\n* Social media stocks rally after upbeat results\n* Intel sales forecast implies rocky second half\n* Indexes up: Dow 0.68%, S&P 1.01%, Nasdaq 1.04%\nWall Street gained ground for the fourth straight session on Friday, extending a rally that pushed all three major U.S. stock indexes to record closing highs as upbeat earnings and signs of economic revival fueled investor risk appetite.\nThe Dow closed above 35,000 for the first time ever.\n\"We see a continuation of the last couple days. It's roller coaster in reverse. We did the drop first, and we’ve been climbing back to the top ever since,\" said Chris Zaccarelli, chief investment officer at Independent Advisor Alliance in Charlotte, North Carolina.\nGrowth and value stocks seesawed for much of the week as market participants weighed spiking infections of the COVID-19 Delta variant against strong corporate results and signs of economic revival.\n\"There’s push and pull, there’s clearly conflict in the market,\" Zaccarelli added. \"There’s a strong difference of opinion as to whether the future’s bright or whether there are clouds on the horizon.\"\nMarket participants now look toward next week with the Federal Reserve's two-day monetary policy meeting and a series of high-profile earnings.\nThe Fed's statement will be parsed for clues regarding the timeframe for tightening its accommodative policies, although Chairman Jerome Powell has repeatedly said the economy still needs the central bank's full support.\nThe Dow Jones Industrial Average rose 238.2 points, or 0.68%, to 35,061.55, the S&P 500 gained 44.31 points, or 1.01%, to 4,411.79 and the Nasdaq Composite added 152.39 points, or 1.04%, to 14,836.99.\nOf the 11 major sectors in the S&P 500, all but energy closed green, with communications services enjoying the largest gain, rising 2.7%.\nSecond-quarter reporting season is in full swing, with 120 of the companies in the S&P 500 having reported. Of those, 88% have beaten consensus, according to Refinitiv.\n\"We’re seeing companies, on average, beat on the top and on the bottom line,\" Zaccarelli said. \"We’re seeing the resilience of the consumer and that’s been the story of the earnings season so far.\"\nAnalysts now expect aggregate year-on-year S&P 500 earnings growth of 78.1% for the April to June period, a sizeable increase from the 54% annual growth seen at the beginning of the quarter.\nChipmaker Intel Corp said late Thursday that it still faces supply constraints and provided disappointing guidance. Its stock fell 5.3%.\nModerna Inc jumped 7.8% after the European Union approved its COVID-19 vaccine for 12- to 17-year-olds.\nAmerican Express Co gained 1.3% after posting second-quarter profit that handily beat expectations on the strength of a global recovery in consumer spending.\nSocial media firms Twitter Inc and Snap Inc advanced 3.0% and 23.8%, respectively, on the back of their upbeat results.\nThose results bode well for Facebook Inc, which is due to post second-quarter results next week. Its stock surged 5.3%.\nOther high-profile earnings expected next week include Tesla Inc, Apple Inc, Alphabet Inc, Microsoft Corp and Amazon.com.\nIndustrials Lockheed Martin Corp, Boeing Co, Ford Motor Co, General Dynamics Corp, 3M Co Caterpillar Inc, Chevron Corp and Exxon Mobil Corp, along with a host of healthcare, consumer goods and others, are also on deck.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.59-to-1 ratio; on Nasdaq, a 1.03-to-1 ratio favored advancers.\nThe S&P 500 posted 82 new 52-week highs and no new lows; the Nasdaq Composite recorded 81 new highs and 136 new lows.\nVolume on U.S. exchanges was 9.72 billion shares, compared with the 10.14 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":890463842,"gmtCreate":1628128717486,"gmtModify":1633753313229,"author":{"id":"4088244350046540","authorId":"4088244350046540","name":"LewisDua","avatar":"https://static.tigerbbs.com/ce9df97fc06f683fba43514a060de194","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088244350046540","authorIdStr":"4088244350046540"},"themes":[],"htmlText":"[财迷] ","listText":"[财迷] ","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/890463842","repostId":"1119221965","repostType":4,"repost":{"id":"1119221965","kind":"news","pubTimestamp":1628128568,"share":"https://www.laohu8.com/m/news/1119221965?lang=&edition=full","pubTime":"2021-08-05 09:56","market":"us","language":"zh","title":"阿里的财报，释放了什么信号？","url":"https://stock-news.laohu8.com/highlight/detail?id=1119221965","media":"深燃","summary":"8月3日晚，阿里巴巴发布2022财年第一季度（自然年为2021年二季度）财报。\n这是一份意义很特殊的财报。2021年上半年，中国互联网巨头们遭遇反垄断监管和调查，面临着巨大的舆论和业绩压力。阿里是第一","content":"<p>8月3日晚，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>发布2022财年第一季度（自然年为2021年二季度）财报。</p>\n<p>这是一份意义很特殊的财报。2021年上半年，中国互联网巨头们遭遇反垄断监管和调查，面临着巨大的舆论和业绩压力。阿里是第一个收到巨额罚单的巨头，也是目前第一批发布二季度财报的互联网公司之一。</p>\n<p>数据显示，二季度阿里收入2057亿元，比去年同期增长34%，略低于市场预期的2094亿元；若不考虑合并<a href=\"https://laohu8.com/S/06808\">高鑫零售</a>的影响，收入同比增长22%；净利润428亿元，而一季度为亏损77亿元；非公认会计准则下净利润434亿元，远高于市场预期的310亿元。</p>\n<p>虽然在二季度，阿里缴纳了182亿元罚款中的91亿元，但从财务数据来看，阿里的基本面依然稳健，扛住了外部环境变化带来的冲击。</p>\n<p>在用户方面，二季度阿里的全球年度活跃用户达到11.8亿，其中海外用户有2.65亿，都创下了历史新高。中国零售平台的移动月活用户量，也在该季度新增了1400万。</p>\n<p>在二季度财报中，阿里宣布将“股份回购计划”从100亿美元扩大至150亿美元，创下公司历史上最大规模回购纪录。管理层的回购，说明对公司长期价值的信心。</p>\n<p>作为中国最大的电商平台，阿里的一举一动都牵动着市场的神经。外界最关心的是，接下来它会做什么？</p>\n<p><b>淘系电商还能打吗？</b></p>\n<p>过去一年是阿里的多事之秋。不仅遭遇了反垄断调查，收到了监管部门的巨额罚单，还面临着来自<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>的直接竞争，<a href=\"https://laohu8.com/S/DYIN\">抖音</a>、快手这些短视频平台，也把触角伸到了电商领域，试图分走一部分流量。</p>\n<p>一度让外界震惊的，是2020年底拼多多的年活跃用户达到7.88亿，首次超过淘宝。有的人解读为，竞争对手威胁到了阿里的基本盘。</p>\n<p>淘宝行业负责人凯夫在今年4月说：“市面上很多声音说，阿里在被四面围攻，甚至已经被按在地上摩擦了，很多情绪在互相传播。但这种情绪和实际数据是对不上的。”</p>\n<p>实际数据是怎样的呢？</p>\n<p>阿里中国零售市场的月度活跃用户增长了1400万，达到了9.39亿。虽然1400万的规模并不是一个特别高的绝对值，但这是在超过9亿的用户基数上取得的。显然，阿里的用户群已经基本覆盖了中国全部的主流消费人群。</p>\n<p>放在全球范围内，阿里生态体系内的年度活跃用户，在6月底达到11.8亿，相比3月底新增了4500万。其海外用户增速也很快，二季度新增2500万达到2.65亿。这个体量是其他任何电商平台无法比拟的。</p>\n<p>商家在多平台经营已经成为常态，而用户在多个APP产生购物行为，也是自然。但面对当下的竞争，淘系最关键的能力是能够给用户提供足够丰富的供给，全供给的策略能够让阿里获得最多的钱包份额。</p>\n<p>二季度财报也显示，88VIP在618期间取得了明显的增长。平台会员、品牌会员给最核心的用户创造了更优惠的消费体验，进一步提升了淘宝天猫的用户黏性。</p>\n<p>深燃接触的多位用户表示，淘宝依然是他们目前的购物首选，并不会因为其他电商平台的出现而完全放弃淘宝。他们在淘宝上的消费习惯已经形成，搜索式购物是淘宝的本行，推荐式消费场景越来越丰富，内容化场景也有淘宝直播，淘宝在用户中形成的心智门槛在短期是很难替代的。</p>\n<p>淘系电商的核心是淘宝和天猫。二季度，阿里的中国零售商业（淘宝+天猫）收入1358亿元，在阿里总收入中占比66%，奠定了阿里的基本盘。相比去年同期，这块收入在二季度的增速为34%。</p>\n<p><img src=\"https://static.tigerbbs.com/80f4aa2d80cee7602cab4e0874e1390b\" tg-width=\"1080\" tg-height=\"745\" referrerpolicy=\"no-referrer\"></p>\n<p>制图 / 深燃</p>\n<p>在1000亿元以上的体量，还能维持30%以上增速的公司并不多见，这说明阿里依然处在高速增长期。</p>\n<p>凯夫在今年的一次沟通会上说过，目前来看淘系还是比较稳定的，天猫和淘宝直播大部分的增长势头还在，稳固了整个淘系电商的基本盘。</p>\n<p><b>未来还能增长吗？</b></p>\n<p>外界担心阿里流量见顶，但阿里在寻找增量上已经取得了一些进展。</p>\n<p>淘宝天猫不是阿里电商的全部。在财报电话会议上，阿里巴巴董事会主席张勇解释，阿里现在的策略是通过增量投资的方式，在手机淘宝之外开创其他APP来形成一个手机端APP矩阵。因为不同的用户在不同的场景下会有不同的偏好，这需要不同的产品来服务。这也被称为“多端策略”。</p>\n<p>一个最典型的例子是淘宝特价版，这是淘系过去一年最大的业务增量之一。</p>\n<p>淘宝特价版在去年3月正式上线，今年5月更名为“淘特”。跟淘宝APP的定位不同，淘特主打高性价比，目标是渗透性价比人群，扛起的是淘系电商下沉市场的大旗。</p>\n<p>财报数据显示，今年一季度，阿里大约70%的新增年活消费者来自下沉市场，而这部分的增长主要是淘特带来的。淘特同期的年活消费者超过1.5亿，占总数的19%。二季度，淘特年活消费者进一步增长至超过1.9亿，占淘系比重达到23%，给阿里带来了1000万新增用户。</p>\n<p><img src=\"https://static.tigerbbs.com/71df26ce3ad66ffc8cd290aca2dc221d\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p>来源 / <a href=\"https://laohu8.com/S/000681\">视觉中国</a></p>\n<p>另外还有闲鱼，这是外界容易忽视的一块业务。</p>\n<p>闲鱼主打二手消费，提供各种二手、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。</p>\n<p>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。</p>\n<p>淘特和闲鱼，都是在淘宝天猫之外，独立跑出来的平台。对于整个阿里生态而言，这两个平台的流量是在增加的，能够为淘系电商引流，所以未来淘系的基本盘能够维持住。</p>\n<p>而从用户的角度来看，不同年龄段、不同层次、不同消费能力的人群，他们的消费需求是更细分和差异化的。尤其是性价比人群和年轻人群，很难再通过一个“万能的淘宝”去满足所有需求。多个APP同时发展的策略，能让这些人群得到更精准的服务。</p>\n<p>凯夫曾解释，一个产品承载两个心智很难，两个差异化的心智和定位，要有差异化的APP来承接，分开做会更有效率，合一块就打架、纠结。所以才有了淘宝继续负责丰富、万能、多样化的需求，淘特负责性价比、便宜的需求。</p>\n<p>社区商业平台是下一个很有想象力的业务模块。</p>\n<p>这是阿里整个新零售战略中的一环。阿里在财报中称，通过1小时达、半日达、次日达等全方位的高频物流履约服务，能够满足消费者的各种需求。这有利于阿里继续扩大对下沉市场和农村地区用户的渗透。二季度，阿里社区商业平台业务的商品交易额环比增长约200%。</p>\n<p>这些新业务，共同构成了阿里电商生态，并催生出新的增长方式。最典型的是高鑫零售，它是阿里社区商业平台的头部供应商，跟天猫超市共享库存后，二季度线上订单同比增长约28%。</p>\n<p>但新业务的成长需要时间，更需要资金。二季度阿里战略性投资亏损139亿元，主要就是用于以上新业务的扩展。</p>\n<p><b>阿里在想什么？</b></p>\n<p>增长不是阿里的全部。如今，社会越来越希望这些平台型的互联网巨头，能提供更多的普惠价值。一家只是能持续盈利的公司是一个好的投资标的，但不一定是一家好公司。</p>\n<p>今年4月起，阿里陆续推出了一些措施，来降低平台商家的经营成本，为商家减负。比如淘宝天猫商家必备运营工具“生意参谋”的部分功能由收费变成免费，“店铺宝”“单品宝”“搭配宝”“优惠券”等4个付费商家营销工具改为免费。从8月1日起，平台所有淘宝和天猫商家的贷记类收款服务费将统一降至0.6%，借记类收款服务费则继续保持免费。</p>\n<p>这些措施的影响，最后都在财务数据中得到了体现。</p>\n<p>淘系电商的收入可以进一步拆分成两大块：客户管理收入（包括佣金、广告等）、其他收入（新零售等直营业务），二季度，这两块收入分别是810亿元、548亿元，分别同比增长23%、82%。</p>\n<p>从增速就能看出来，淘系电商创收的增长来源主要是新业务。针对商家的抽佣、广告费等项目，收入增速已经很低了。二季度，佣金广告费等收入在淘系电商收入中的比重，已经降至60%。两年前，这个数字是78%。</p>\n<p>外界关注度很高的本地生活业务，阿里也有一些针对商家的减费和扶持措施。比如饿了么在今年上半年为一些城市的外卖商家，免费输送外卖运营师。河南洪灾发生后，饿了么为郑州、洛阳等六个城市的外卖商家，免佣金一个月。</p>\n<p>这显然会减缓阿里的变现速度。二季度阿里的经营利润为308亿元，同比下降了11%。财报电话会议中，张勇强调，阿里要做好长期的价值创造，今年阿里重点做的是创造增量价值。</p>\n<p>今年以来，阿里越来越强调自己横跨消费互联网和产业互联网的方向定位。产业互联网是一个更宏大、更长远的事情，对于消费者而言更隐形，但社会价值很大。</p>\n<p>菜鸟网络今年以来业绩亮眼。二季度，阿里菜鸟订单量增长63%，收入达116亿元，同比增长50%。菜鸟对阿里整体的收入贡献，已经达到5.6%，创下历史新高。</p>\n<p><img src=\"https://static.tigerbbs.com/422b6db1cdf26a54fa9843f646f82fe9\" tg-width=\"1080\" tg-height=\"624\" referrerpolicy=\"no-referrer\"></p>\n<p>制图 / 深燃</p>\n<p>云计算一直被视为阿里下一个潜力巨大的增长引擎。二季度阿里云营收161亿元，连续三个季度实现盈利。钉钉的业绩在这个季度被合并到阿里云，由于钉钉还处在投入期，并表带来利润下降。不过阿里云本财年的业绩仍存在不确定性，一是某大客户因为相关限制，海外业务停止使用阿里云，二是在线教育的行业整改也会影响到阿里云的营收。</p>\n<p>菜鸟网络和云计算，都是需要长期持续投入的大赛道。它们一个在地上，一个在天上，构成了阿里产业互联网的基石。现在阿里的打法是，依托菜鸟和阿里云多年的沉淀，服务各行业数字化。这在未来会成为阿里重要的增长来源。</p>\n<p>而对于整个行业而言，菜鸟网络和云计算已经成为商业社会基础设施的一部分。放在产业互联网的大背景下，随着时间积累，这些业务的价值会在未来放大。</p>\n<p>对于国内很多平台型的互联网巨头而言，随着监管趋严，那个野蛮生长、疯狂扩张的时代已经过去了。</p>\n<p>张勇在上个月的致股东信中表示，平台型企业带有天然的社会公共属性，因而要更加深入地思考能够创造多少社会价值。张勇希望阿里最终能够成为一家消费互联网和产业互联网结合得更好的公司。</p>\n<p>从二季度财报里，我们能看到阿里在这方面的努力。而这，正是当下互联网公司应该选择的正确战略方向。</p>","source":"lsy1598506047654","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\" 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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阿里的财报，释放了什么信号？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-05 09:56 北京时间 <a href=https://mp.weixin.qq.com/s/36jokC21vt_Wrna8Wpm1PQ><strong>深燃</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月3日晚，阿里巴巴发布2022财年第一季度（自然年为2021年二季度）财报。\n这是一份意义很特殊的财报。2021年上半年，中国互联网巨头们遭遇反垄断监管和调查，面临着巨大的舆论和业绩压力。阿里是第一个收到巨额罚单的巨头，也是目前第一批发布二季度财报的互联网公司之一。\n数据显示，二季度阿里收入2057亿元，比去年同期增长34%，略低于市场预期的2094亿元；若不考虑合并高鑫零售的影响，收入同比增长...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/36jokC21vt_Wrna8Wpm1PQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ca2161e8ddb469de4171b1fb09459c6b","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://mp.weixin.qq.com/s/36jokC21vt_Wrna8Wpm1PQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119221965","content_text":"8月3日晚，阿里巴巴发布2022财年第一季度（自然年为2021年二季度）财报。\n这是一份意义很特殊的财报。2021年上半年，中国互联网巨头们遭遇反垄断监管和调查，面临着巨大的舆论和业绩压力。阿里是第一个收到巨额罚单的巨头，也是目前第一批发布二季度财报的互联网公司之一。\n数据显示，二季度阿里收入2057亿元，比去年同期增长34%，略低于市场预期的2094亿元；若不考虑合并高鑫零售的影响，收入同比增长22%；净利润428亿元，而一季度为亏损77亿元；非公认会计准则下净利润434亿元，远高于市场预期的310亿元。\n虽然在二季度，阿里缴纳了182亿元罚款中的91亿元，但从财务数据来看，阿里的基本面依然稳健，扛住了外部环境变化带来的冲击。\n在用户方面，二季度阿里的全球年度活跃用户达到11.8亿，其中海外用户有2.65亿，都创下了历史新高。中国零售平台的移动月活用户量，也在该季度新增了1400万。\n在二季度财报中，阿里宣布将“股份回购计划”从100亿美元扩大至150亿美元，创下公司历史上最大规模回购纪录。管理层的回购，说明对公司长期价值的信心。\n作为中国最大的电商平台，阿里的一举一动都牵动着市场的神经。外界最关心的是，接下来它会做什么？\n淘系电商还能打吗？\n过去一年是阿里的多事之秋。不仅遭遇了反垄断调查，收到了监管部门的巨额罚单，还面临着来自拼多多、京东的直接竞争，抖音、快手这些短视频平台，也把触角伸到了电商领域，试图分走一部分流量。\n一度让外界震惊的，是2020年底拼多多的年活跃用户达到7.88亿，首次超过淘宝。有的人解读为，竞争对手威胁到了阿里的基本盘。\n淘宝行业负责人凯夫在今年4月说：“市面上很多声音说，阿里在被四面围攻，甚至已经被按在地上摩擦了，很多情绪在互相传播。但这种情绪和实际数据是对不上的。”\n实际数据是怎样的呢？\n阿里中国零售市场的月度活跃用户增长了1400万，达到了9.39亿。虽然1400万的规模并不是一个特别高的绝对值，但这是在超过9亿的用户基数上取得的。显然，阿里的用户群已经基本覆盖了中国全部的主流消费人群。\n放在全球范围内，阿里生态体系内的年度活跃用户，在6月底达到11.8亿，相比3月底新增了4500万。其海外用户增速也很快，二季度新增2500万达到2.65亿。这个体量是其他任何电商平台无法比拟的。\n商家在多平台经营已经成为常态，而用户在多个APP产生购物行为，也是自然。但面对当下的竞争，淘系最关键的能力是能够给用户提供足够丰富的供给，全供给的策略能够让阿里获得最多的钱包份额。\n二季度财报也显示，88VIP在618期间取得了明显的增长。平台会员、品牌会员给最核心的用户创造了更优惠的消费体验，进一步提升了淘宝天猫的用户黏性。\n深燃接触的多位用户表示，淘宝依然是他们目前的购物首选，并不会因为其他电商平台的出现而完全放弃淘宝。他们在淘宝上的消费习惯已经形成，搜索式购物是淘宝的本行，推荐式消费场景越来越丰富，内容化场景也有淘宝直播，淘宝在用户中形成的心智门槛在短期是很难替代的。\n淘系电商的核心是淘宝和天猫。二季度，阿里的中国零售商业（淘宝+天猫）收入1358亿元，在阿里总收入中占比66%，奠定了阿里的基本盘。相比去年同期，这块收入在二季度的增速为34%。\n\n制图 / 深燃\n在1000亿元以上的体量，还能维持30%以上增速的公司并不多见，这说明阿里依然处在高速增长期。\n凯夫在今年的一次沟通会上说过，目前来看淘系还是比较稳定的，天猫和淘宝直播大部分的增长势头还在，稳固了整个淘系电商的基本盘。\n未来还能增长吗？\n外界担心阿里流量见顶，但阿里在寻找增量上已经取得了一些进展。\n淘宝天猫不是阿里电商的全部。在财报电话会议上，阿里巴巴董事会主席张勇解释，阿里现在的策略是通过增量投资的方式，在手机淘宝之外开创其他APP来形成一个手机端APP矩阵。因为不同的用户在不同的场景下会有不同的偏好，这需要不同的产品来服务。这也被称为“多端策略”。\n一个最典型的例子是淘宝特价版，这是淘系过去一年最大的业务增量之一。\n淘宝特价版在去年3月正式上线，今年5月更名为“淘特”。跟淘宝APP的定位不同，淘特主打高性价比，目标是渗透性价比人群，扛起的是淘系电商下沉市场的大旗。\n财报数据显示，今年一季度，阿里大约70%的新增年活消费者来自下沉市场，而这部分的增长主要是淘特带来的。淘特同期的年活消费者超过1.5亿，占总数的19%。二季度，淘特年活消费者进一步增长至超过1.9亿，占淘系比重达到23%，给阿里带来了1000万新增用户。\n\n来源 / 视觉中国\n另外还有闲鱼，这是外界容易忽视的一块业务。\n闲鱼主打二手消费，提供各种二手、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。\n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。\n淘特和闲鱼，都是在淘宝天猫之外，独立跑出来的平台。对于整个阿里生态而言，这两个平台的流量是在增加的，能够为淘系电商引流，所以未来淘系的基本盘能够维持住。\n而从用户的角度来看，不同年龄段、不同层次、不同消费能力的人群，他们的消费需求是更细分和差异化的。尤其是性价比人群和年轻人群，很难再通过一个“万能的淘宝”去满足所有需求。多个APP同时发展的策略，能让这些人群得到更精准的服务。\n凯夫曾解释，一个产品承载两个心智很难，两个差异化的心智和定位，要有差异化的APP来承接，分开做会更有效率，合一块就打架、纠结。所以才有了淘宝继续负责丰富、万能、多样化的需求，淘特负责性价比、便宜的需求。\n社区商业平台是下一个很有想象力的业务模块。\n这是阿里整个新零售战略中的一环。阿里在财报中称，通过1小时达、半日达、次日达等全方位的高频物流履约服务，能够满足消费者的各种需求。这有利于阿里继续扩大对下沉市场和农村地区用户的渗透。二季度，阿里社区商业平台业务的商品交易额环比增长约200%。\n这些新业务，共同构成了阿里电商生态，并催生出新的增长方式。最典型的是高鑫零售，它是阿里社区商业平台的头部供应商，跟天猫超市共享库存后，二季度线上订单同比增长约28%。\n但新业务的成长需要时间，更需要资金。二季度阿里战略性投资亏损139亿元，主要就是用于以上新业务的扩展。\n阿里在想什么？\n增长不是阿里的全部。如今，社会越来越希望这些平台型的互联网巨头，能提供更多的普惠价值。一家只是能持续盈利的公司是一个好的投资标的，但不一定是一家好公司。\n今年4月起，阿里陆续推出了一些措施，来降低平台商家的经营成本，为商家减负。比如淘宝天猫商家必备运营工具“生意参谋”的部分功能由收费变成免费，“店铺宝”“单品宝”“搭配宝”“优惠券”等4个付费商家营销工具改为免费。从8月1日起，平台所有淘宝和天猫商家的贷记类收款服务费将统一降至0.6%，借记类收款服务费则继续保持免费。\n这些措施的影响，最后都在财务数据中得到了体现。\n淘系电商的收入可以进一步拆分成两大块：客户管理收入（包括佣金、广告等）、其他收入（新零售等直营业务），二季度，这两块收入分别是810亿元、548亿元，分别同比增长23%、82%。\n从增速就能看出来，淘系电商创收的增长来源主要是新业务。针对商家的抽佣、广告费等项目，收入增速已经很低了。二季度，佣金广告费等收入在淘系电商收入中的比重，已经降至60%。两年前，这个数字是78%。\n外界关注度很高的本地生活业务，阿里也有一些针对商家的减费和扶持措施。比如饿了么在今年上半年为一些城市的外卖商家，免费输送外卖运营师。河南洪灾发生后，饿了么为郑州、洛阳等六个城市的外卖商家，免佣金一个月。\n这显然会减缓阿里的变现速度。二季度阿里的经营利润为308亿元，同比下降了11%。财报电话会议中，张勇强调，阿里要做好长期的价值创造，今年阿里重点做的是创造增量价值。\n今年以来，阿里越来越强调自己横跨消费互联网和产业互联网的方向定位。产业互联网是一个更宏大、更长远的事情，对于消费者而言更隐形，但社会价值很大。\n菜鸟网络今年以来业绩亮眼。二季度，阿里菜鸟订单量增长63%，收入达116亿元，同比增长50%。菜鸟对阿里整体的收入贡献，已经达到5.6%，创下历史新高。\n\n制图 / 深燃\n云计算一直被视为阿里下一个潜力巨大的增长引擎。二季度阿里云营收161亿元，连续三个季度实现盈利。钉钉的业绩在这个季度被合并到阿里云，由于钉钉还处在投入期，并表带来利润下降。不过阿里云本财年的业绩仍存在不确定性，一是某大客户因为相关限制，海外业务停止使用阿里云，二是在线教育的行业整改也会影响到阿里云的营收。\n菜鸟网络和云计算，都是需要长期持续投入的大赛道。它们一个在地上，一个在天上，构成了阿里产业互联网的基石。现在阿里的打法是，依托菜鸟和阿里云多年的沉淀，服务各行业数字化。这在未来会成为阿里重要的增长来源。\n而对于整个行业而言，菜鸟网络和云计算已经成为商业社会基础设施的一部分。放在产业互联网的大背景下，随着时间积累，这些业务的价值会在未来放大。\n对于国内很多平台型的互联网巨头而言，随着监管趋严，那个野蛮生长、疯狂扩张的时代已经过去了。\n张勇在上个月的致股东信中表示，平台型企业带有天然的社会公共属性，因而要更加深入地思考能够创造多少社会价值。张勇希望阿里最终能够成为一家消费互联网和产业互联网结合得更好的公司。\n从二季度财报里，我们能看到阿里在这方面的努力。而这，正是当下互联网公司应该选择的正确战略方向。","news_type":1},"isVote":1,"tweetType":1,"viewCount":971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":804602553,"gmtCreate":1627952313072,"gmtModify":1633754980248,"author":{"id":"4088244350046540","authorId":"4088244350046540","name":"LewisDua","avatar":"https://static.tigerbbs.com/ce9df97fc06f683fba43514a060de194","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088244350046540","authorIdStr":"4088244350046540"},"themes":[],"htmlText":"静待[可爱] ","listText":"静待[可爱] ","text":"静待[可爱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/804602553","repostId":"1120137772","repostType":4,"repost":{"id":"1120137772","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":1627950944,"share":"https://www.laohu8.com/m/news/1120137772?lang=&edition=full","pubTime":"2021-08-03 08:35","market":"us","language":"zh","title":"理想汽车-W今起招股，入场费约15151港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1120137772","media":"老虎资讯综合","summary":"8月3日消息，理想汽车-W将于8月3日-8月6日招股，公司拟发行1亿股股份，其中公开发售约1000万股，国际发售约9000万股股份，每股发行价最多150港元，每手100股，入场费约15151港元，高盛","content":"<p>8月3日消息，<a href=\"https://laohu8.com/S/02015\">理想汽车-W</a>将于8月3日-8月6日招股，公司拟发行1亿股股份，其中公开发售约1000万股，国际发售约9000万股股份，每股发行价最多150港元，每手100股，入场费约15151港元，高盛，中金为联席保荐人。股份预期将于8月12日挂牌上市。【<a href=\"https://www1.hkexnews.hk/listedco/listconews/sehk/2021/0803/2021080300012_c.pdf\" target=\"_blank\">详细</a>】<img src=\"https://static.tigerbbs.com/54015cfc1c6710c6700119e34b67366e\" tg-width=\"601\" tg-height=\"479\" referrerpolicy=\"no-referrer\">理想汽车是中国新能源汽车制造商，创立于2015年，并于2020年在纳斯达克上市，从事豪华智能电动汽车的设计、研发、制造和销售。</p>\n<p>在中国，理想汽车是成功实现增程式电动汽车商业化的先锋。旗下首款及目前唯一一款商业化的增程式电动汽车型「理想ONE」于2019年11月开始批量生产，截至2021年7月31日，公司已交付逾7.2万辆理想ONE。根据灼识咨询报告，按销量统计，理想ONE于2020年被评为中国最畅销的新能源SUV车型，占市场份额9.7%；同时于中国新能源汽车市场排名第六，占市场份额2.8%；理想汽车于中国新能源汽车品牌排名第十一。</p>\n<p>财务状况方面，截至2019年及2020年12月31日止年度，集团取得的收入总额为人民币2.84亿元及94.57亿元，净亏损为24.39亿元及1.52亿元。截至2021年3月31日止的前3个月，收入总额为35.75亿元，同比增长319.8%，同期录得净亏损3.6亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/8f136bd868bfc507dba66e15b4b709de\" tg-width=\"662\" tg-height=\"641\" referrerpolicy=\"no-referrer\">行业方面，中国已成为全球最大的新能源汽车市场。根据灼识咨询报告，中国的新能源汽车销售量从2016年的30万辆增至2020年的120万辆，年复合增长率为41.7%。于2020年，新能源汽车销售量仅占乘用车总销售量的5.8%，表明未来存在巨大增长潜力。</p>\n<p>增程式电动汽车于中国的总销量从2016年的14辆增至2020年的33356辆，年复合增长率为598.7%，预计2025年增程式电动汽车销量将进一步增至约40.38万辆。</p>\n<p>据招股书披露，理想汽车CEO李想持股23.79%，为第一大股东；美团持股13.23%，为第二大股东；美团CEO王兴个人持股6.76%；理想汽车独立董事樊铮则持股4.46%。</p>\n<p>筹资用途方面，假设超额配售权未获行使，预计公司将获得的所得款项净额用于以下用途：45%将用于未来12至36个月分配至研发用途；45%将为未来12至36个月扩大基础设施、市场营销及宣传提供资金；10%于未来12个月用作营运资金及其他一般公司用途，以支持公司的业务营运及增长。</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>理想汽车-W今起招股，入场费约15151港元</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理想汽车-W今起招股，入场费约15151港元\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\">2021-08-03 08:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月3日消息，<a href=\"https://laohu8.com/S/02015\">理想汽车-W</a>将于8月3日-8月6日招股，公司拟发行1亿股股份，其中公开发售约1000万股，国际发售约9000万股股份，每股发行价最多150港元，每手100股，入场费约15151港元，高盛，中金为联席保荐人。股份预期将于8月12日挂牌上市。【<a href=\"https://www1.hkexnews.hk/listedco/listconews/sehk/2021/0803/2021080300012_c.pdf\" target=\"_blank\">详细</a>】<img src=\"https://static.tigerbbs.com/54015cfc1c6710c6700119e34b67366e\" tg-width=\"601\" tg-height=\"479\" referrerpolicy=\"no-referrer\">理想汽车是中国新能源汽车制造商，创立于2015年，并于2020年在纳斯达克上市，从事豪华智能电动汽车的设计、研发、制造和销售。</p>\n<p>在中国，理想汽车是成功实现增程式电动汽车商业化的先锋。旗下首款及目前唯一一款商业化的增程式电动汽车型「理想ONE」于2019年11月开始批量生产，截至2021年7月31日，公司已交付逾7.2万辆理想ONE。根据灼识咨询报告，按销量统计，理想ONE于2020年被评为中国最畅销的新能源SUV车型，占市场份额9.7%；同时于中国新能源汽车市场排名第六，占市场份额2.8%；理想汽车于中国新能源汽车品牌排名第十一。</p>\n<p>财务状况方面，截至2019年及2020年12月31日止年度，集团取得的收入总额为人民币2.84亿元及94.57亿元，净亏损为24.39亿元及1.52亿元。截至2021年3月31日止的前3个月，收入总额为35.75亿元，同比增长319.8%，同期录得净亏损3.6亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/8f136bd868bfc507dba66e15b4b709de\" tg-width=\"662\" tg-height=\"641\" referrerpolicy=\"no-referrer\">行业方面，中国已成为全球最大的新能源汽车市场。根据灼识咨询报告，中国的新能源汽车销售量从2016年的30万辆增至2020年的120万辆，年复合增长率为41.7%。于2020年，新能源汽车销售量仅占乘用车总销售量的5.8%，表明未来存在巨大增长潜力。</p>\n<p>增程式电动汽车于中国的总销量从2016年的14辆增至2020年的33356辆，年复合增长率为598.7%，预计2025年增程式电动汽车销量将进一步增至约40.38万辆。</p>\n<p>据招股书披露，理想汽车CEO李想持股23.79%，为第一大股东；美团持股13.23%，为第二大股东；美团CEO王兴个人持股6.76%；理想汽车独立董事樊铮则持股4.46%。</p>\n<p>筹资用途方面，假设超额配售权未获行使，预计公司将获得的所得款项净额用于以下用途：45%将用于未来12至36个月分配至研发用途；45%将为未来12至36个月扩大基础设施、市场营销及宣传提供资金；10%于未来12个月用作营运资金及其他一般公司用途，以支持公司的业务营运及增长。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{"LI":"理想汽车","02015":"理想汽车-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120137772","content_text":"8月3日消息，理想汽车-W将于8月3日-8月6日招股，公司拟发行1亿股股份，其中公开发售约1000万股，国际发售约9000万股股份，每股发行价最多150港元，每手100股，入场费约15151港元，高盛，中金为联席保荐人。股份预期将于8月12日挂牌上市。【详细】理想汽车是中国新能源汽车制造商，创立于2015年，并于2020年在纳斯达克上市，从事豪华智能电动汽车的设计、研发、制造和销售。\n在中国，理想汽车是成功实现增程式电动汽车商业化的先锋。旗下首款及目前唯一一款商业化的增程式电动汽车型「理想ONE」于2019年11月开始批量生产，截至2021年7月31日，公司已交付逾7.2万辆理想ONE。根据灼识咨询报告，按销量统计，理想ONE于2020年被评为中国最畅销的新能源SUV车型，占市场份额9.7%；同时于中国新能源汽车市场排名第六，占市场份额2.8%；理想汽车于中国新能源汽车品牌排名第十一。\n财务状况方面，截至2019年及2020年12月31日止年度，集团取得的收入总额为人民币2.84亿元及94.57亿元，净亏损为24.39亿元及1.52亿元。截至2021年3月31日止的前3个月，收入总额为35.75亿元，同比增长319.8%，同期录得净亏损3.6亿元。\n行业方面，中国已成为全球最大的新能源汽车市场。根据灼识咨询报告，中国的新能源汽车销售量从2016年的30万辆增至2020年的120万辆，年复合增长率为41.7%。于2020年，新能源汽车销售量仅占乘用车总销售量的5.8%，表明未来存在巨大增长潜力。\n增程式电动汽车于中国的总销量从2016年的14辆增至2020年的33356辆，年复合增长率为598.7%，预计2025年增程式电动汽车销量将进一步增至约40.38万辆。\n据招股书披露，理想汽车CEO李想持股23.79%，为第一大股东；美团持股13.23%，为第二大股东；美团CEO王兴个人持股6.76%；理想汽车独立董事樊铮则持股4.46%。\n筹资用途方面，假设超额配售权未获行使，预计公司将获得的所得款项净额用于以下用途：45%将用于未来12至36个月分配至研发用途；45%将为未来12至36个月扩大基础设施、市场营销及宣传提供资金；10%于未来12个月用作营运资金及其他一般公司用途，以支持公司的业务营运及增长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1073,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":892104735,"gmtCreate":1628642052027,"gmtModify":1633745505447,"author":{"id":"4088244350046540","authorId":"4088244350046540","name":"LewisDua","avatar":"https://static.tigerbbs.com/ce9df97fc06f683fba43514a060de194","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088244350046540","authorIdStr":"4088244350046540"},"themes":[],"htmlText":"[开心] ","listText":"[开心] ","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/892104735","repostId":"1133103562","repostType":4,"isVote":1,"tweetType":1,"viewCount":813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":174111122,"gmtCreate":1627085421166,"gmtModify":1633768201482,"author":{"id":"4088244350046540","authorId":"4088244350046540","name":"LewisDua","avatar":"https://static.tigerbbs.com/ce9df97fc06f683fba43514a060de194","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088244350046540","authorIdStr":"4088244350046540"},"themes":[],"htmlText":"Like yourself ","listText":"Like yourself ","text":"Like yourself","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174111122","repostId":"2153980423","repostType":4,"repost":{"id":"2153980423","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1627081209,"share":"https://www.laohu8.com/m/news/2153980423?lang=&edition=full","pubTime":"2021-07-24 07:00","market":"us","language":"en","title":"Wall Street surges to all-time closing high on earnings, economic revival","url":"https://stock-news.laohu8.com/highlight/detail?id=2153980423","media":"Reuters","summary":"* All 3 major indexes post weekly gains\n* Dow closes above 35,000 for first time ever\n* Social media","content":"<p>* All 3 major indexes post weekly gains</p>\n<p>* Dow closes above 35,000 for first time ever</p>\n<p>* Social media stocks rally after upbeat results</p>\n<p>* Intel sales forecast implies rocky second half</p>\n<p>* Indexes up: Dow 0.68%, S&P 1.01%, Nasdaq 1.04%</p>\n<p>Wall Street gained ground for the fourth straight session on Friday, extending a rally that pushed all three major U.S. stock indexes to record closing highs as upbeat earnings and signs of economic revival fueled investor risk appetite.</p>\n<p>The Dow closed above 35,000 for the first time ever.</p>\n<p>\"We see a continuation of the last couple days. It's roller coaster in reverse. We did the drop first, and we’ve been climbing back to the top ever since,\" said Chris Zaccarelli, chief investment officer at Independent Advisor Alliance in Charlotte, North Carolina.</p>\n<p>Growth and value stocks seesawed for much of the week as market participants weighed spiking infections of the COVID-19 Delta variant against strong corporate results and signs of economic revival.</p>\n<p>\"There’s push and pull, there’s clearly conflict in the market,\" Zaccarelli added. \"There’s a strong difference of opinion as to whether the future’s bright or whether there are clouds on the horizon.\"</p>\n<p>Market participants now look toward next week with the Federal Reserve's two-day monetary policy meeting and a series of high-profile earnings.</p>\n<p>The Fed's statement will be parsed for clues regarding the timeframe for tightening its accommodative policies, although Chairman Jerome Powell has repeatedly said the economy still needs the central bank's full support.</p>\n<p>The Dow Jones Industrial Average rose 238.2 points, or 0.68%, to 35,061.55, the S&P 500 gained 44.31 points, or 1.01%, to 4,411.79 and the Nasdaq Composite added 152.39 points, or 1.04%, to 14,836.99.</p>\n<p>Of the 11 major sectors in the S&P 500, all but energy closed green, with communications services enjoying the largest gain, rising 2.7%.</p>\n<p>Second-quarter reporting season is in full swing, with 120 of the companies in the S&P 500 having reported. Of those, 88% have beaten consensus, according to Refinitiv.</p>\n<p>\"We’re seeing companies, on average, beat on the top and on the bottom line,\" Zaccarelli said. \"We’re seeing the resilience of the consumer and that’s been the story of the earnings season so far.\"</p>\n<p>Analysts now expect aggregate year-on-year S&P 500 earnings growth of 78.1% for the April to June period, a sizeable increase from the 54% annual growth seen at the beginning of the quarter.</p>\n<p>Chipmaker Intel Corp said late Thursday that it still faces supply constraints and provided disappointing guidance. Its stock fell 5.3%.</p>\n<p>Moderna Inc jumped 7.8% after the European Union approved its COVID-19 vaccine for 12- to 17-year-olds.</p>\n<p>American <a href=\"https://laohu8.com/S/EXPR\">Express</a> Co gained 1.3% after posting second-quarter profit that handily beat expectations on the strength of a global recovery in consumer spending.</p>\n<p>Social media firms <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc and <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a> advanced 3.0% and 23.8%, respectively, on the back of their upbeat results.</p>\n<p>Those results bode well for <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc, which is due to post second-quarter results next week. Its stock surged 5.3%.</p>\n<p>Other high-profile earnings expected next week include Tesla Inc, Apple Inc, Alphabet Inc, Microsoft Corp and Amazon.com.</p>\n<p>Industrials Lockheed Martin Corp, Boeing Co, Ford Motor Co, General Dynamics Corp, <a href=\"https://laohu8.com/S/MMM\">3M</a> Co Caterpillar Inc, Chevron Corp and Exxon Mobil Corp, along with a host of healthcare, consumer goods and others, are also on deck.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.59-to-1 ratio; on Nasdaq, a 1.03-to-1 ratio favored advancers.</p>\n<p>The S&P 500 posted 82 new 52-week highs and no new lows; the Nasdaq Composite recorded 81 new highs and 136 new lows.</p>\n<p>Volume on U.S. exchanges was 9.72 billion shares, compared with the 10.14 billion average over the last 20 trading days.</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>Wall Street surges to all-time closing high on earnings, economic revival</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\">\nWall Street surges to all-time closing high on earnings, economic revival\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-24 07:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* All 3 major indexes post weekly gains</p>\n<p>* Dow closes above 35,000 for first time ever</p>\n<p>* Social media stocks rally after upbeat results</p>\n<p>* Intel sales forecast implies rocky second half</p>\n<p>* Indexes up: Dow 0.68%, S&P 1.01%, Nasdaq 1.04%</p>\n<p>Wall Street gained ground for the fourth straight session on Friday, extending a rally that pushed all three major U.S. stock indexes to record closing highs as upbeat earnings and signs of economic revival fueled investor risk appetite.</p>\n<p>The Dow closed above 35,000 for the first time ever.</p>\n<p>\"We see a continuation of the last couple days. It's roller coaster in reverse. We did the drop first, and we’ve been climbing back to the top ever since,\" said Chris Zaccarelli, chief investment officer at Independent Advisor Alliance in Charlotte, North Carolina.</p>\n<p>Growth and value stocks seesawed for much of the week as market participants weighed spiking infections of the COVID-19 Delta variant against strong corporate results and signs of economic revival.</p>\n<p>\"There’s push and pull, there’s clearly conflict in the market,\" Zaccarelli added. \"There’s a strong difference of opinion as to whether the future’s bright or whether there are clouds on the horizon.\"</p>\n<p>Market participants now look toward next week with the Federal Reserve's two-day monetary policy meeting and a series of high-profile earnings.</p>\n<p>The Fed's statement will be parsed for clues regarding the timeframe for tightening its accommodative policies, although Chairman Jerome Powell has repeatedly said the economy still needs the central bank's full support.</p>\n<p>The Dow Jones Industrial Average rose 238.2 points, or 0.68%, to 35,061.55, the S&P 500 gained 44.31 points, or 1.01%, to 4,411.79 and the Nasdaq Composite added 152.39 points, or 1.04%, to 14,836.99.</p>\n<p>Of the 11 major sectors in the S&P 500, all but energy closed green, with communications services enjoying the largest gain, rising 2.7%.</p>\n<p>Second-quarter reporting season is in full swing, with 120 of the companies in the S&P 500 having reported. Of those, 88% have beaten consensus, according to Refinitiv.</p>\n<p>\"We’re seeing companies, on average, beat on the top and on the bottom line,\" Zaccarelli said. \"We’re seeing the resilience of the consumer and that’s been the story of the earnings season so far.\"</p>\n<p>Analysts now expect aggregate year-on-year S&P 500 earnings growth of 78.1% for the April to June period, a sizeable increase from the 54% annual growth seen at the beginning of the quarter.</p>\n<p>Chipmaker Intel Corp said late Thursday that it still faces supply constraints and provided disappointing guidance. Its stock fell 5.3%.</p>\n<p>Moderna Inc jumped 7.8% after the European Union approved its COVID-19 vaccine for 12- to 17-year-olds.</p>\n<p>American <a href=\"https://laohu8.com/S/EXPR\">Express</a> Co gained 1.3% after posting second-quarter profit that handily beat expectations on the strength of a global recovery in consumer spending.</p>\n<p>Social media firms <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc and <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a> advanced 3.0% and 23.8%, respectively, on the back of their upbeat results.</p>\n<p>Those results bode well for <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc, which is due to post second-quarter results next week. Its stock surged 5.3%.</p>\n<p>Other high-profile earnings expected next week include Tesla Inc, Apple Inc, Alphabet Inc, Microsoft Corp and Amazon.com.</p>\n<p>Industrials Lockheed Martin Corp, Boeing Co, Ford Motor Co, General Dynamics Corp, <a href=\"https://laohu8.com/S/MMM\">3M</a> Co Caterpillar Inc, Chevron Corp and Exxon Mobil Corp, along with a host of healthcare, consumer goods and others, are also on deck.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.59-to-1 ratio; on Nasdaq, a 1.03-to-1 ratio favored advancers.</p>\n<p>The S&P 500 posted 82 new 52-week highs and no new lows; the Nasdaq Composite recorded 81 new highs and 136 new lows.</p>\n<p>Volume on U.S. exchanges was 9.72 billion shares, compared with the 10.14 billion average over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SNAP":"Snap Inc","TWTR":"Twitter",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","EXPR":"Express, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153980423","content_text":"* All 3 major indexes post weekly gains\n* Dow closes above 35,000 for first time ever\n* Social media stocks rally after upbeat results\n* Intel sales forecast implies rocky second half\n* Indexes up: Dow 0.68%, S&P 1.01%, Nasdaq 1.04%\nWall Street gained ground for the fourth straight session on Friday, extending a rally that pushed all three major U.S. stock indexes to record closing highs as upbeat earnings and signs of economic revival fueled investor risk appetite.\nThe Dow closed above 35,000 for the first time ever.\n\"We see a continuation of the last couple days. It's roller coaster in reverse. We did the drop first, and we’ve been climbing back to the top ever since,\" said Chris Zaccarelli, chief investment officer at Independent Advisor Alliance in Charlotte, North Carolina.\nGrowth and value stocks seesawed for much of the week as market participants weighed spiking infections of the COVID-19 Delta variant against strong corporate results and signs of economic revival.\n\"There’s push and pull, there’s clearly conflict in the market,\" Zaccarelli added. \"There’s a strong difference of opinion as to whether the future’s bright or whether there are clouds on the horizon.\"\nMarket participants now look toward next week with the Federal Reserve's two-day monetary policy meeting and a series of high-profile earnings.\nThe Fed's statement will be parsed for clues regarding the timeframe for tightening its accommodative policies, although Chairman Jerome Powell has repeatedly said the economy still needs the central bank's full support.\nThe Dow Jones Industrial Average rose 238.2 points, or 0.68%, to 35,061.55, the S&P 500 gained 44.31 points, or 1.01%, to 4,411.79 and the Nasdaq Composite added 152.39 points, or 1.04%, to 14,836.99.\nOf the 11 major sectors in the S&P 500, all but energy closed green, with communications services enjoying the largest gain, rising 2.7%.\nSecond-quarter reporting season is in full swing, with 120 of the companies in the S&P 500 having reported. Of those, 88% have beaten consensus, according to Refinitiv.\n\"We’re seeing companies, on average, beat on the top and on the bottom line,\" Zaccarelli said. \"We’re seeing the resilience of the consumer and that’s been the story of the earnings season so far.\"\nAnalysts now expect aggregate year-on-year S&P 500 earnings growth of 78.1% for the April to June period, a sizeable increase from the 54% annual growth seen at the beginning of the quarter.\nChipmaker Intel Corp said late Thursday that it still faces supply constraints and provided disappointing guidance. Its stock fell 5.3%.\nModerna Inc jumped 7.8% after the European Union approved its COVID-19 vaccine for 12- to 17-year-olds.\nAmerican Express Co gained 1.3% after posting second-quarter profit that handily beat expectations on the strength of a global recovery in consumer spending.\nSocial media firms Twitter Inc and Snap Inc advanced 3.0% and 23.8%, respectively, on the back of their upbeat results.\nThose results bode well for Facebook Inc, which is due to post second-quarter results next week. Its stock surged 5.3%.\nOther high-profile earnings expected next week include Tesla Inc, Apple Inc, Alphabet Inc, Microsoft Corp and Amazon.com.\nIndustrials Lockheed Martin Corp, Boeing Co, Ford Motor Co, General Dynamics Corp, 3M Co Caterpillar Inc, Chevron Corp and Exxon Mobil Corp, along with a host of healthcare, consumer goods and others, are also on deck.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.59-to-1 ratio; on Nasdaq, a 1.03-to-1 ratio favored advancers.\nThe S&P 500 posted 82 new 52-week highs and no new lows; the Nasdaq Composite recorded 81 new highs and 136 new lows.\nVolume on U.S. exchanges was 9.72 billion shares, compared with the 10.14 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":824725182,"gmtCreate":1634357454577,"gmtModify":1634357454697,"author":{"id":"4088244350046540","authorId":"4088244350046540","name":"LewisDua","avatar":"https://static.tigerbbs.com/ce9df97fc06f683fba43514a060de194","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088244350046540","authorIdStr":"4088244350046540"},"themes":[],"htmlText":"[呆住] ","listText":"[呆住] ","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/824725182","repostId":"1163100535","repostType":4,"repost":{"id":"1163100535","kind":"news","pubTimestamp":1634349289,"share":"https://www.laohu8.com/m/news/1163100535?lang=&edition=full","pubTime":"2021-10-16 09:54","market":"hk","language":"zh","title":"搜狗“卖身”、王小川卸任，成就腾讯“搜索梦”？","url":"https://stock-news.laohu8.com/highlight/detail?id=1163100535","media":"全天候科技","summary":"历时383天，腾讯与搜狗的“联姻”终于敲定。自2020年9月29日与搜狐达成私有化协议以来，搜狗的终局就备受关注。随着10月15日搜狗CEO王小川发布的一封内部信，“靴子”终于落地——搜狗并入腾讯。这也预示着，搜狗结束了与搜狐长达18年的牵绊，正式投入腾讯怀抱；CEO王小川在“超长待机”4083天后，也正式卸任。“搜狗就是我老婆”，王小川曾向媒体骄傲地告白。并购搜狗，意味着腾讯距离做深搜索目标更进一步。","content":"<p>历时383天，腾讯与搜狗的“联姻”终于敲定。</p>\n<p>自2020年9月29日与搜狐达成私有化协议以来，搜狗的终局就备受关注。随着10月15日搜狗CEO王小川发布的一封内部信，“靴子”终于落地——搜狗并入腾讯。</p>\n<p>这也预示着，搜狗结束了与搜狐长达18年的牵绊，正式投入腾讯怀抱；CEO王小川在“超长待机”4083天后，也正式卸任。根据腾讯方面的消息，他将接受腾讯COO任宇昕代表公司发出的邀请，受聘为腾讯集团顾问。</p>\n<p>“搜狗就是我老婆”，王小川曾向媒体骄傲地告白。可以说，搜狗承载了这个男人近二十年的最大热忱，43岁的他至今未娶妻。他说，告别搜狗，就有了更大的能力去爱亲人，去追寻一份迟到的爱情。</p>\n<p>对于腾讯而言，并购搜狗绝非只是多了一个并肩作战的队友这么简单；更重要的是，搜狗能为腾讯信息与服务业务带来加持，帮助后者丰富App、小程序的搜索内容和形式。</p>\n<p>在腾讯看来，未来的搜索将超越传统意义的信息检索、方式方法获取，而是要实现从“信息”到“使用服务”，从“答案”到“解决问题”的升级。</p>\n<p>并购搜狗，意味着腾讯距离做深搜索目标更进一步。</p>\n<p><b>“</b>天才少年<b>”</b>谢幕</p>\n<p>回顾搜狗的发展史，时间可以追溯到2003年。</p>\n<p>彼时正是门户网站的天下，新浪、搜狐、网易、腾讯基本处于四分天下的局面，百度甚至都无法与之匹敌。但手握搜索流量，百度有了抬高广告要价的底气，开始了肆意涨价。</p>\n<p>一气之下，张朝阳找来其清华大学的学弟，被誉为“天才少年”的王小川，誓要自主发展搜索业务。“给你6个人头，干掉百度。”这是张朝阳当时开出的条件，现在看来简直是天方夜谭。</p>\n<p>刚刚硕士毕业的王小川一筹莫展，据他回忆，当时“连个会写C语言的都没有”。最终是他拉来了12个兼职程序员，团队才在历时11个月后打磨出了搜狐自己的搜索引擎“搜狗”。</p>\n<p>2006年，搜狗又推出搜狗输入法，凭借词汇联想、萌趣皮肤等功能，迅速受到市场欢迎。即便放到今天，搜狗输入法的地位也不容小觑。</p>\n<p>艾媒咨询发布的数据显示，中国输入法行业已经呈现出了“双巨头”竞争的格局。结合数据来看，2021年中国第三方输入法市场，百度市场占有率达42.3%，占据第一名；搜狗输入法以41.8%的市场占有率排在第二，与前者市占率仅有0.5%的差距。</p>\n<p><img src=\"https://static.tigerbbs.com/f875c44563f0270da33327952e0c9b07\" tg-width=\"1316\" tg-height=\"748\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><i>图片来源：艾媒咨询</i></p>\n<p>截至2020年第二季度，搜狗输入法日活跃用户数达到4.84亿，日均语音请求量峰值超过14亿次。</p>\n<p>这些流量对搜狗的发展无疑具有巨大价值，一度带动搜狗搜索快速发展 ，甚至还拉动了搜狐业绩的攀升。只可惜，搜狗的高光时刻并没有持续太久，就被百度搜索甩开距离，从此陷入尴尬境地。</p>\n<p>根据多家媒体报道，百度、360都曾接触过王小川，想要将搜狗收入麾下，奈何种种原因影响，合作迟迟未能达成一致。直到2010年8月9日，搜狐才与阿里巴巴联合召开发布会宣布，双方将成立合资公司共同发展搜狗，王小川出任新合资公司CEO。</p>\n<p>但阿里能带给搜狗的除了资金，再无其他。另外，搜狗与阿里业务协同性有限，这次合作结果可想而知。仅仅三年（2013年），阿里又将其持有的搜狗股份转让给了搜狐。</p>\n<p>不过，与阿里分道扬镳的搜狗迅速又获得了腾讯的青睐，后者在2013年9月以战略入股的形式成为了搜狗第一大股东，开启了双方合作之旅。次年，微信就接入了搜狗搜索，后者也成为唯一能搜到微信公众号内容的搜索引擎。</p>\n<p>腾讯入股后不到五年时间，搜狗成功登陆美股，并于2018年、2019年连续盈利。但这并不意味着公司一切向着好的方向发展，相反，非公认会计准则下，2019年归属于公司净利润同比减少了7%，为1.05亿美元。下滑的信号不断，2020年搜狗业绩直接就出现亏损，股价也一路下跌，于2020年9月宣布私有化。</p>\n<p>对于搜狗“嫁入”腾讯这个结果，外界似乎并不意外，毕竟后者是搜狗单一最大股东，私有化前持股比例已经达到39.2%。然而，这场并购协议仍然延续了300多天，搜狗才正式投入腾讯怀抱。</p>\n<p>“天才少年”王小川的故事，到这里也暂时告一段落。用他的话说，“爱过，无怨无悔。爱过，就成熟了。”未来，王小川希望能为生命科学和医学的发展贡献一份力量。</p>\n<p>腾讯的搜索梦</p>\n<p>从腾讯的动作和表态不难发现，其并购搜狗最大的目的，还是在于做深自己的搜索业务。</p>\n<p>据悉，腾讯与搜狗于10月15日正式交接，搜狗全员转换身份入职腾讯，搜狗司龄延续至腾讯，薪酬福利与腾讯同体系对齐；产品与技术部门也完成整合，有序并入腾讯多个相关业务单元。</p>\n<p>值得一提的是，腾讯还在PCG（平台与内容事业群）下新成立了“信息平台与服务线”，负责QQ浏览器、看点、搜索、免费小说、文件等业务，为用户提供信息搜索、浏览消费、编辑存储、信息服务等平台与服务；搜狗搜索与浏览器等信息类产品即并入该业务线。</p>\n<p>而从这个动作可以看出，信息平台与服务业务从规模体量到重要性在腾讯内部都得到了进一步提升。</p>\n<p>对于搜索行业而言，简单的信息检索功能不仅难以满足当前消费者需要，也对运营商助力有限；深挖信息服务背后价值，才是赢得新阶段竞争的关键。</p>\n<p>前瞻产业研究院发布的报告显示，截至2020年3月，我国搜索引擎用户规模达7.50亿，较2018年底增长6883万，占网民整体的83.0%；手机搜索引擎用户规模达7.45亿，较2018年底增长9140万，占手机网民的83.1%，用户增长空间十分有限。报告指出，随着互联网人口红利优势逐步减少，国内搜索行业进入稳定发展阶段，从注重用户规模到探究用户行为方向成为搜索引擎运营商面临的挑战。</p>\n<p><img src=\"https://static.tigerbbs.com/3843ffaf3c725f2e18964e9a471eb9de\" tg-width=\"1512\" tg-height=\"888\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><i>图片来源：前瞻产业研究院</i></p>\n<p>腾讯显然已经提前捕捉到了这个趋势。在官宣并购搜狗的内部信中，腾讯副总裁殷宇就指出，“未来的搜索，不仅仅是实现从’搜’到‘信息’的过程，从‘问’到‘答案’的过程，还需实现从‘信息’到‘使用服务’，从‘答案’到‘解决问题’的过程，完成‘Searching — Knowing — Doing’的闭环。”</p>\n<p>落到具体业务层面，殷宇指出，未来综合搜索和垂直搜索将共融共生，APP也将通过小程序不断丰富搜索的内容和形式，帮助人们克服认知茧房的困境，拓展好奇心的边界。从他这句话可以知道，承载腾讯做深搜索梦的载体，无疑将是微信和小程序。</p>\n<p>早在2011年，微信就上线了“搜一搜”功能，但渗透率一直难有起色。相较于其它搜索引擎，微信“搜一搜”最大特征是，其结果更多是自有平台和兄弟平台的内容，而非全网搜索；基于微信这个庞大的信息池，“搜一搜”逐渐在内容搜索方面展现出了独特优势。</p>\n<p>近两年，微信不断优化、扩大了“搜一搜”的覆盖场景，提出“用微信就能搜”的口号，将“搜一搜”变成信息端“小程序”，不管是账号、内容、服务、品牌，都一触即达，俨然成为了连接用户和微信全生态的工具。2020年，“搜一搜”还爱首次亮相微信公开课，足见腾讯对该业务的重视。</p>\n<p>鉴于微信搜索的生态局限性，该业务的劣势也非常明显，无论从信息体量还是从满足用户需求方面看，其创造的价值都很难与独立搜索引擎相媲美。一旦离开超级App场景，腾讯搜索又有多少竞争力，答案也未可知。</p>\n<p>在信息流、浏览器与搜索加速整合的趋势下，并购搜狗能给腾讯带来多大收益，目前还很难说。</p>","source":"qthkj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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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搜狗“卖身”、王小川卸任，成就腾讯“搜索梦”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-16 09:54 北京时间 <a href=https://awtmt.com/articles/3642491><strong>全天候科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>历时383天，腾讯与搜狗的“联姻”终于敲定。\n自2020年9月29日与搜狐达成私有化协议以来，搜狗的终局就备受关注。随着10月15日搜狗CEO王小川发布的一封内部信，“靴子”终于落地——搜狗并入腾讯。\n这也预示着，搜狗结束了与搜狐长达18年的牵绊，正式投入腾讯怀抱；CEO王小川在“超长待机”4083天后，也正式卸任。根据腾讯方面的消息，他将接受腾讯COO任宇昕代表公司发出的邀请，受聘为腾讯集团顾问...</p>\n\n<a href=\"https://awtmt.com/articles/3642491\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bb10af80cb4b8c029520678524456a6a","relate_stocks":{"00700":"腾讯控股","SOGO":"搜狗"},"source_url":"https://awtmt.com/articles/3642491","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163100535","content_text":"历时383天，腾讯与搜狗的“联姻”终于敲定。\n自2020年9月29日与搜狐达成私有化协议以来，搜狗的终局就备受关注。随着10月15日搜狗CEO王小川发布的一封内部信，“靴子”终于落地——搜狗并入腾讯。\n这也预示着，搜狗结束了与搜狐长达18年的牵绊，正式投入腾讯怀抱；CEO王小川在“超长待机”4083天后，也正式卸任。根据腾讯方面的消息，他将接受腾讯COO任宇昕代表公司发出的邀请，受聘为腾讯集团顾问。\n“搜狗就是我老婆”，王小川曾向媒体骄傲地告白。可以说，搜狗承载了这个男人近二十年的最大热忱，43岁的他至今未娶妻。他说，告别搜狗，就有了更大的能力去爱亲人，去追寻一份迟到的爱情。\n对于腾讯而言，并购搜狗绝非只是多了一个并肩作战的队友这么简单；更重要的是，搜狗能为腾讯信息与服务业务带来加持，帮助后者丰富App、小程序的搜索内容和形式。\n在腾讯看来，未来的搜索将超越传统意义的信息检索、方式方法获取，而是要实现从“信息”到“使用服务”，从“答案”到“解决问题”的升级。\n并购搜狗，意味着腾讯距离做深搜索目标更进一步。\n“天才少年”谢幕\n回顾搜狗的发展史，时间可以追溯到2003年。\n彼时正是门户网站的天下，新浪、搜狐、网易、腾讯基本处于四分天下的局面，百度甚至都无法与之匹敌。但手握搜索流量，百度有了抬高广告要价的底气，开始了肆意涨价。\n一气之下，张朝阳找来其清华大学的学弟，被誉为“天才少年”的王小川，誓要自主发展搜索业务。“给你6个人头，干掉百度。”这是张朝阳当时开出的条件，现在看来简直是天方夜谭。\n刚刚硕士毕业的王小川一筹莫展，据他回忆，当时“连个会写C语言的都没有”。最终是他拉来了12个兼职程序员，团队才在历时11个月后打磨出了搜狐自己的搜索引擎“搜狗”。\n2006年，搜狗又推出搜狗输入法，凭借词汇联想、萌趣皮肤等功能，迅速受到市场欢迎。即便放到今天，搜狗输入法的地位也不容小觑。\n艾媒咨询发布的数据显示，中国输入法行业已经呈现出了“双巨头”竞争的格局。结合数据来看，2021年中国第三方输入法市场，百度市场占有率达42.3%，占据第一名；搜狗输入法以41.8%的市场占有率排在第二，与前者市占率仅有0.5%的差距。\n\n图片来源：艾媒咨询\n截至2020年第二季度，搜狗输入法日活跃用户数达到4.84亿，日均语音请求量峰值超过14亿次。\n这些流量对搜狗的发展无疑具有巨大价值，一度带动搜狗搜索快速发展 ，甚至还拉动了搜狐业绩的攀升。只可惜，搜狗的高光时刻并没有持续太久，就被百度搜索甩开距离，从此陷入尴尬境地。\n根据多家媒体报道，百度、360都曾接触过王小川，想要将搜狗收入麾下，奈何种种原因影响，合作迟迟未能达成一致。直到2010年8月9日，搜狐才与阿里巴巴联合召开发布会宣布，双方将成立合资公司共同发展搜狗，王小川出任新合资公司CEO。\n但阿里能带给搜狗的除了资金，再无其他。另外，搜狗与阿里业务协同性有限，这次合作结果可想而知。仅仅三年（2013年），阿里又将其持有的搜狗股份转让给了搜狐。\n不过，与阿里分道扬镳的搜狗迅速又获得了腾讯的青睐，后者在2013年9月以战略入股的形式成为了搜狗第一大股东，开启了双方合作之旅。次年，微信就接入了搜狗搜索，后者也成为唯一能搜到微信公众号内容的搜索引擎。\n腾讯入股后不到五年时间，搜狗成功登陆美股，并于2018年、2019年连续盈利。但这并不意味着公司一切向着好的方向发展，相反，非公认会计准则下，2019年归属于公司净利润同比减少了7%，为1.05亿美元。下滑的信号不断，2020年搜狗业绩直接就出现亏损，股价也一路下跌，于2020年9月宣布私有化。\n对于搜狗“嫁入”腾讯这个结果，外界似乎并不意外，毕竟后者是搜狗单一最大股东，私有化前持股比例已经达到39.2%。然而，这场并购协议仍然延续了300多天，搜狗才正式投入腾讯怀抱。\n“天才少年”王小川的故事，到这里也暂时告一段落。用他的话说，“爱过，无怨无悔。爱过，就成熟了。”未来，王小川希望能为生命科学和医学的发展贡献一份力量。\n腾讯的搜索梦\n从腾讯的动作和表态不难发现，其并购搜狗最大的目的，还是在于做深自己的搜索业务。\n据悉，腾讯与搜狗于10月15日正式交接，搜狗全员转换身份入职腾讯，搜狗司龄延续至腾讯，薪酬福利与腾讯同体系对齐；产品与技术部门也完成整合，有序并入腾讯多个相关业务单元。\n值得一提的是，腾讯还在PCG（平台与内容事业群）下新成立了“信息平台与服务线”，负责QQ浏览器、看点、搜索、免费小说、文件等业务，为用户提供信息搜索、浏览消费、编辑存储、信息服务等平台与服务；搜狗搜索与浏览器等信息类产品即并入该业务线。\n而从这个动作可以看出，信息平台与服务业务从规模体量到重要性在腾讯内部都得到了进一步提升。\n对于搜索行业而言，简单的信息检索功能不仅难以满足当前消费者需要，也对运营商助力有限；深挖信息服务背后价值，才是赢得新阶段竞争的关键。\n前瞻产业研究院发布的报告显示，截至2020年3月，我国搜索引擎用户规模达7.50亿，较2018年底增长6883万，占网民整体的83.0%；手机搜索引擎用户规模达7.45亿，较2018年底增长9140万，占手机网民的83.1%，用户增长空间十分有限。报告指出，随着互联网人口红利优势逐步减少，国内搜索行业进入稳定发展阶段，从注重用户规模到探究用户行为方向成为搜索引擎运营商面临的挑战。\n\n图片来源：前瞻产业研究院\n腾讯显然已经提前捕捉到了这个趋势。在官宣并购搜狗的内部信中，腾讯副总裁殷宇就指出，“未来的搜索，不仅仅是实现从’搜’到‘信息’的过程，从‘问’到‘答案’的过程，还需实现从‘信息’到‘使用服务’，从‘答案’到‘解决问题’的过程，完成‘Searching — Knowing — Doing’的闭环。”\n落到具体业务层面，殷宇指出，未来综合搜索和垂直搜索将共融共生，APP也将通过小程序不断丰富搜索的内容和形式，帮助人们克服认知茧房的困境，拓展好奇心的边界。从他这句话可以知道，承载腾讯做深搜索梦的载体，无疑将是微信和小程序。\n早在2011年，微信就上线了“搜一搜”功能，但渗透率一直难有起色。相较于其它搜索引擎，微信“搜一搜”最大特征是，其结果更多是自有平台和兄弟平台的内容，而非全网搜索；基于微信这个庞大的信息池，“搜一搜”逐渐在内容搜索方面展现出了独特优势。\n近两年，微信不断优化、扩大了“搜一搜”的覆盖场景，提出“用微信就能搜”的口号，将“搜一搜”变成信息端“小程序”，不管是账号、内容、服务、品牌，都一触即达，俨然成为了连接用户和微信全生态的工具。2020年，“搜一搜”还爱首次亮相微信公开课，足见腾讯对该业务的重视。\n鉴于微信搜索的生态局限性，该业务的劣势也非常明显，无论从信息体量还是从满足用户需求方面看，其创造的价值都很难与独立搜索引擎相媲美。一旦离开超级App场景，腾讯搜索又有多少竞争力，答案也未可知。\n在信息流、浏览器与搜索加速整合的趋势下，并购搜狗能给腾讯带来多大收益，目前还很难说。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898971518,"gmtCreate":1628471221934,"gmtModify":1631883815183,"author":{"id":"4088244350046540","authorId":"4088244350046540","name":"LewisDua","avatar":"https://static.tigerbbs.com/ce9df97fc06f683fba43514a060de194","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088244350046540","authorIdStr":"4088244350046540"},"themes":[],"htmlText":"这很巴菲特[财迷] 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