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Chase03

Chase03

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2021-12-14

Great ariticle, would you like to share it?

@格隆汇:港股又大跌！投资者在担心什么？

2021-12-12

👍🏻

@格隆汇:2021年度格隆汇“大中华区最佳上市公司”评选全部获奖名单揭晓 !

2021-12-12

#2318.HK 2022年后续有望

@格隆汇:荣获“最佳可持续发展奖”，中国平安 (601318.SH/2318.HK)锚定长期主义

2021-12-08

元宇宙！看好你

@港股研究社:商汤科技启动全球招股，9家基石投资者合计认购六成达4.5亿美元

2021-12-05

Didi 加油！来可好价再过去港交所吧！

@格隆汇:滴滴还有救吗？

2021-12-04

IPO 不逢时

@美股研究社:第二家东南亚美股上市公司诞生，Grab为何上市即大跌？

2021-12-04

Great ariticle, would you like to share it?

抱歉，原内容已删除

2021-12-01

Zoomlion 加油

@港股研究社:批量发货助力巴铁建设，中联重科明星产品再赴“中巴经济走廊”

2021-12-01

$SATS LTD.(S58.SI)$Time to range trade again!!3.8-4.2!!

2021-11-30

明天会更好？哈哈

抱歉，原内容已删除

2021-11-30

💥 野火烧不尽，春风吹又生。

抱歉，原内容已删除

2021-11-26

Nice consolidation for next year! 👍🏻

抱歉，原内容已删除

2021-11-26

抄底2618HK，加油

2021-11-25

Baidu 🔜 180

抱歉，原内容已删除

2021-11-24

$SHIMAO GROUP(00813)$谷底有多深，展望未来

2021-11-24

小米加油💪🏼

@小米公司:11月23日，小米集团$小米集团-W(01810)$ 公布2021年第三季度业绩。该季小米集团实现总收入781亿元，同比增长8.2%；经调整净利润达52亿元，同比增长25.4%。毛利率由2020年第三季度的14.1%升至2021年第三季度的18.3%。

2021-11-22

KHC

@期权异动观察:11.22期权异动观察，今晚哪个芯片股暴涨

2021-11-18

For your comment & discussion

@格隆汇:小腾讯Sea为何财报高开跳水

去老虎APP查看更多动态

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target=\"_blank\" href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$</a>&nbsp;今日公布其拟于香港联合交易所有限公司（以下简称“联交所”）主板上市的详情。商汤集团此次全球发售合共1,500,000,000股B类股份（视乎超额配股权行使与否而定），其中90% 为国际配售股份，相当于1,350,000,000股B类股份（可予重新分配及视乎超额配股权行使与否而定），其余10%为香港公开发售股份，相当于150,000,000股B类股份（可予重新分配）。指示性发售价范围为每股3.85港元至3.99港元。按照指示发售价的中位每股发售股份3.92港元计算，本公司是次全球发售的所得款项净额约达56.55亿港元。香港公开发售将于2021年12月7日（星期二）上午九时正开始，至2021年12月10日（星期五）中午十二时正结束。最终发售价及配售结果预期将于2021年12月16日（星期四）公布。公司B类股份预计将于2021年12月17日（星期五）在香港联交所主板开始买卖，股份代号为0020。公司B类股份将按每手股数1,000股进行买卖。公司已与九名基石投资者订立基石投资协议，基石投资者已同意按发售价认购或促使其指定实体认购以总额约4.5亿美元可购买之数目的发售股份，假设以发售价下限定价，约占发售股份的60%。基石投资者分别是中国诚通发起设立的混合所有制改革基金、国盛海外香港、上海人工智能产业股权投资基金、上汽香港、广发基金、Pleiad基金、WT、Focustar及Hel Ved。中国国际金融香港证券有限公司、海通国际资本有限公司及HSBC Corporate Finance (Hong Kong) Limited为联席保荐人。中国国际金融香港证券","listText":"港股研究社获悉，据凤凰网财经消息，行业领先的人工智能软件公司商汤集团股份有限公司<a target=\"_blank\" href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$</a>&nbsp;今日公布其拟于香港联合交易所有限公司（以下简称“联交所”）主板上市的详情。商汤集团此次全球发售合共1,500,000,000股B类股份（视乎超额配股权行使与否而定），其中90% 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加油！来可好价再过去港交所吧！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608618292","repostId":"601267053","repostType":1,"repost":{"id":601267053,"gmtCreate":1638536746509,"gmtModify":1638539879643,"author":{"id":"39105730803552","authorId":"39105730803552","name":"格隆汇","avatar":"https://static.tigerbbs.com/8774dfe20eceb38c9645128bb6e60684","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"39105730803552","authorIdStr":"39105730803552"},"themes":[],"title":"滴滴还有救吗？","htmlText":"01江瀚视野【滴滴从纽交所退市转战香港，滴滴转换战场到底该怎么看？】蓝鲸TMT频道12月3日讯，今日，滴滴出行官方微博表示，经认真研究，公司即日起启动在纽交所退市的工作，并启动在香港上市的准备工作。6月30日，滴滴正式在纽交所挂牌上市，股票代码为 \"DIDI\"。高盛、摩根士丹利、摩根大通、华兴资本担任承销商。滴滴这次IPO的承销商名单中还有多家中资机构，包括中金、中银国际、交银国际、建银国际、招银国际、工银国际和国泰君安国际等。这次IPO中，滴滴发行价定为14美元，位于13-14美元/ ADS的发行区间上限。滴滴发行3.17亿股ADS，比原计划的2.88亿股多10%。说实在，看到滴滴从纽交所退市转战香港也算是意料之中的事情，我们到底该怎么看呢？首先，当前中国网约车市场的蓬勃发展给滴滴带来了足够的发展良机，iiMedia Research(艾媒咨询)数据显示，自2017年以来，我国网约车市场规模不断扩大，至2020年，中国网约车市场规模已达2980亿元。在产业蓬勃发展的大背景下，滴滴成为了中国网约车市场的佼佼者，得到了网约车市场发展的红利，这是滴滴足以发展壮大的关键所在。其次，滴滴这次纽交所退市基本上是意料之中的事情，近几年来，美国上市的中概股公司已经逐渐形成了一个共识，相比于对中国互联网市场不甚了解甚至还有一定误解的美股市场来说，美股上市已经不再是中国互联网企业的最优选择，像360、新浪、58同城等等都是比较有名的中概股退市企业。与此同时，特别是最近几年中国A股市场科创板、创业板、北交所的蓬勃发展，已经给各个创新创业公司形成了足够的市场发展机遇，再加上港股市场对于科技股公司日益友好化，而且香港市场还兼具海外资本和内地资本的双重优势，逐渐成为中国各大中概股公司回归的主要选择地。因此，我们看到这些年以京东、网易、阿里巴巴等为代表的一系列互联网公司回归港股上市就是最好的案例，所以","listText":"01江瀚视野【滴滴从纽交所退市转战香港，滴滴转换战场到底该怎么看？】蓝鲸TMT频道12月3日讯，今日，滴滴出行官方微博表示，经认真研究，公司即日起启动在纽交所退市的工作，并启动在香港上市的准备工作。6月30日，滴滴正式在纽交所挂牌上市，股票代码为 \"DIDI\"。高盛、摩根士丹利、摩根大通、华兴资本担任承销商。滴滴这次IPO的承销商名单中还有多家中资机构，包括中金、中银国际、交银国际、建银国际、招银国际、工银国际和国泰君安国际等。这次IPO中，滴滴发行价定为14美元，位于13-14美元/ ADS的发行区间上限。滴滴发行3.17亿股ADS，比原计划的2.88亿股多10%。说实在，看到滴滴从纽交所退市转战香港也算是意料之中的事情，我们到底该怎么看呢？首先，当前中国网约车市场的蓬勃发展给滴滴带来了足够的发展良机，iiMedia Research(艾媒咨询)数据显示，自2017年以来，我国网约车市场规模不断扩大，至2020年，中国网约车市场规模已达2980亿元。在产业蓬勃发展的大背景下，滴滴成为了中国网约车市场的佼佼者，得到了网约车市场发展的红利，这是滴滴足以发展壮大的关键所在。其次，滴滴这次纽交所退市基本上是意料之中的事情，近几年来，美国上市的中概股公司已经逐渐形成了一个共识，相比于对中国互联网市场不甚了解甚至还有一定误解的美股市场来说，美股上市已经不再是中国互联网企业的最优选择，像360、新浪、58同城等等都是比较有名的中概股退市企业。与此同时，特别是最近几年中国A股市场科创板、创业板、北交所的蓬勃发展，已经给各个创新创业公司形成了足够的市场发展机遇，再加上港股市场对于科技股公司日益友好化，而且香港市场还兼具海外资本和内地资本的双重优势，逐渐成为中国各大中概股公司回归的主要选择地。因此，我们看到这些年以京东、网易、阿里巴巴等为代表的一系列互联网公司回归港股上市就是最好的案例，所以","text":"01江瀚视野【滴滴从纽交所退市转战香港，滴滴转换战场到底该怎么看？】蓝鲸TMT频道12月3日讯，今日，滴滴出行官方微博表示，经认真研究，公司即日起启动在纽交所退市的工作，并启动在香港上市的准备工作。6月30日，滴滴正式在纽交所挂牌上市，股票代码为 \"DIDI\"。高盛、摩根士丹利、摩根大通、华兴资本担任承销商。滴滴这次IPO的承销商名单中还有多家中资机构，包括中金、中银国际、交银国际、建银国际、招银国际、工银国际和国泰君安国际等。这次IPO中，滴滴发行价定为14美元，位于13-14美元/ ADS的发行区间上限。滴滴发行3.17亿股ADS，比原计划的2.88亿股多10%。说实在，看到滴滴从纽交所退市转战香港也算是意料之中的事情，我们到底该怎么看呢？首先，当前中国网约车市场的蓬勃发展给滴滴带来了足够的发展良机，iiMedia Research(艾媒咨询)数据显示，自2017年以来，我国网约车市场规模不断扩大，至2020年，中国网约车市场规模已达2980亿元。在产业蓬勃发展的大背景下，滴滴成为了中国网约车市场的佼佼者，得到了网约车市场发展的红利，这是滴滴足以发展壮大的关键所在。其次，滴滴这次纽交所退市基本上是意料之中的事情，近几年来，美国上市的中概股公司已经逐渐形成了一个共识，相比于对中国互联网市场不甚了解甚至还有一定误解的美股市场来说，美股上市已经不再是中国互联网企业的最优选择，像360、新浪、58同城等等都是比较有名的中概股退市企业。与此同时，特别是最近几年中国A股市场科创板、创业板、北交所的蓬勃发展，已经给各个创新创业公司形成了足够的市场发展机遇，再加上港股市场对于科技股公司日益友好化，而且香港市场还兼具海外资本和内地资本的双重优势，逐渐成为中国各大中概股公司回归的主要选择地。因此，我们看到这些年以京东、网易、阿里巴巴等为代表的一系列互联网公司回归港股上市就是最好的案例，所以","images":[{"img":"https://static.tigerbbs.com/5d7127cb3b7c925b330e797d523c29a0"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601267053","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608960234,"gmtCreate":1638597191343,"gmtModify":1638597191431,"author":{"id":"4100260958031290","authorId":"4100260958031290","name":"Chase03","avatar":"https://static.tigerbbs.com/99c286c779582a5eaa820f23bc3fa482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100260958031290","authorIdStr":"4100260958031290"},"themes":[],"htmlText":"IPO 不逢时","listText":"IPO 不逢时","text":"IPO 不逢时","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608960234","repostId":"601652270","repostType":1,"repost":{"id":601652270,"gmtCreate":1638525695165,"gmtModify":1638566992721,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503452965237041","authorIdStr":"3503452965237041"},"themes":[],"title":"第二家东南亚美股上市公司诞生，Grab为何上市即大跌？","htmlText":"在很长一段时间内，来自新加坡、发家于东南亚市场的Sea（冬海集团）<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>&nbsp;都被外界称为造富神话。并非因为其“东南亚小腾讯”的影子，而是其强大的游戏和电商业务支撑它制霸东南亚之后远征全球，股价自上市以来虽有波动，但屡创新高。与之相对的“东南亚滴滴”Grab<a target=\"_blank\" href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>&nbsp;在上市首日却被市场当头一棒。北京时间12月3日凌晨，东南亚网约车和送餐服务巨头Grab以SPAC方式登陆纳斯达克，以396亿美元估值一跃成为史上最大SPAC交易，岂料大涨后走向破发，收盘大跌超20%，市值约345亿美元。同样定位于东南亚，Grab的潜力可谓巨大，又是什么让资本市场对其信心动摇？史上最大SPAC交易，Grab正打造超级APP把Grab送上SPAC交易历史第一宝座的396亿美元估值，是按照发行价计算的。尽管股价最终大跌，也不妨碍Grab募集到了自己需要的约45亿美元资金。这是一笔巨款，原因在于Grab试图打造超级APP的野望目前虽然成型，要想占据不败之地却还有很长一段路。Grab于2012年诞生，总部位于新加坡，不过最初是在吉隆坡办公，而初始产品投放于马来西亚——这可能是东南亚市场具备一体化潜能的一个例证。两名来自哈佛商学院的创始人陈炳耀和陈慧玲看到了东南亚地区旺盛的移动互联网需求。尽管当时一切都处于起步阶段，但他们相信抢占先机是有利的。2012年，GrabTaxi在马来西亚推出，随后开始在东南亚铺开。这是一个诞生之初就瞄准国际化的产品，主要是因为东南亚地区的地理、宗教、文化等因素可以用“散装”来形容。Grab面对","listText":"在很长一段时间内，来自新加坡、发家于东南亚市场的Sea（冬海集团）<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>&nbsp;都被外界称为造富神话。并非因为其“东南亚小腾讯”的影子，而是其强大的游戏和电商业务支撑它制霸东南亚之后远征全球，股价自上市以来虽有波动，但屡创新高。与之相对的“东南亚滴滴”Grab<a target=\"_blank\" href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>&nbsp;在上市首日却被市场当头一棒。北京时间12月3日凌晨，东南亚网约车和送餐服务巨头Grab以SPAC方式登陆纳斯达克，以396亿美元估值一跃成为史上最大SPAC交易，岂料大涨后走向破发，收盘大跌超20%，市值约345亿美元。同样定位于东南亚，Grab的潜力可谓巨大，又是什么让资本市场对其信心动摇？史上最大SPAC交易，Grab正打造超级APP把Grab送上SPAC交易历史第一宝座的396亿美元估值，是按照发行价计算的。尽管股价最终大跌，也不妨碍Grab募集到了自己需要的约45亿美元资金。这是一笔巨款，原因在于Grab试图打造超级APP的野望目前虽然成型，要想占据不败之地却还有很长一段路。Grab于2012年诞生，总部位于新加坡，不过最初是在吉隆坡办公，而初始产品投放于马来西亚——这可能是东南亚市场具备一体化潜能的一个例证。两名来自哈佛商学院的创始人陈炳耀和陈慧玲看到了东南亚地区旺盛的移动互联网需求。尽管当时一切都处于起步阶段，但他们相信抢占先机是有利的。2012年，GrabTaxi在马来西亚推出，随后开始在东南亚铺开。这是一个诞生之初就瞄准国际化的产品，主要是因为东南亚地区的地理、宗教、文化等因素可以用“散装”来形容。Grab面对","text":"在很长一段时间内，来自新加坡、发家于东南亚市场的Sea（冬海集团）$Sea Ltd(SE)$ 都被外界称为造富神话。并非因为其“东南亚小腾讯”的影子，而是其强大的游戏和电商业务支撑它制霸东南亚之后远征全球，股价自上市以来虽有波动，但屡创新高。与之相对的“东南亚滴滴”Grab$Grab Holdings(GRAB)$ 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Food出售部分股份，套现约11亿美元。据市场消息，每股作价介于36至36.56美元。上周四股价大跌之后，周五有所企稳，目前周线向下打到了布林线下轨，能否形成支撑需要进一步观察。这个股票波动极小，上周的下跌可以归因于主要股东减持，该异动单的期权目前已经平仓。 <a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a> 消息面上，该公司周三美股盘后公布的第三季度财报显示，营收22.66亿美元，环比增长 91%，去年同期为3.39亿美元;净亏损5681.9万美元，去年同期净亏损为8085.3万美元。在业绩公布之后股价大幅反弹，目前已经再次下跌，短线看依然看跌为主。这个看跌期权是本周到期的，看跌价格19.5，该异动单的期权目前已经平仓。 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>上周连续拉升，距离新高只差10美金，本周有望创新高。亚马逊经过一年的左右的盘整，目前再次接近前高。最近美大型科技股都在持续拉升，苹果也在最近创了新高。本周继续关注。 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>芯片股最近持续拉升，每天都有一两个暴涨的，不知道今晚会是谁，如果你不知道芯片股有哪些， 可以关注一下3倍做多半导体指数。里边的芯片股可以多关注一下，就连万年不动台积电，周五晚上都最高暴涨1%，芯片股真的开始主升浪了，错过了<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> ，错过了&lt;","text":"$卡夫亨氏(KHC)$ 美国食品业巨擘卡夫亨氏的主要股东3G Global Food出售部分股份，套现约11亿美元。据市场消息，每股作价介于36至36.56美元。上周四股价大跌之后，周五有所企稳，目前周线向下打到了布林线下轨，能否形成支撑需要进一步观察。这个股票波动极小，上周的下跌可以归因于主要股东减持，该异动单的期权目前已经平仓。 $Opendoor Technologies Inc(OPEN)$ 消息面上，该公司周三美股盘后公布的第三季度财报显示，营收22.66亿美元，环比增长 91%，去年同期为3.39亿美元;净亏损5681.9万美元，去年同期净亏损为8085.3万美元。在业绩公布之后股价大幅反弹，目前已经再次下跌，短线看依然看跌为主。这个看跌期权是本周到期的，看跌价格19.5，该异动单的期权目前已经平仓。 $亚马逊(AMZN)$上周连续拉升，距离新高只差10美金，本周有望创新高。亚马逊经过一年的左右的盘整，目前再次接近前高。最近美大型科技股都在持续拉升，苹果也在最近创了新高。本周继续关注。 $美光科技(MU)$芯片股最近持续拉升，每天都有一两个暴涨的，不知道今晚会是谁，如果你不知道芯片股有哪些， 可以关注一下3倍做多半导体指数。里边的芯片股可以多关注一下，就连万年不动台积电，周五晚上都最高暴涨1%，芯片股真的开始主升浪了，错过了$AMD(AMD)$ ，错过了<","images":[{"img":"https://static.tigerbbs.com/cc0f6da2a0a6935c182373fe8b15fb43","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872400634","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878856140,"gmtCreate":1637170818074,"gmtModify":1637171348738,"author":{"id":"4100260958031290","authorId":"4100260958031290","name":"Chase03","avatar":"https://static.tigerbbs.com/99c286c779582a5eaa820f23bc3fa482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100260958031290","authorIdStr":"4100260958031290"},"themes":[],"htmlText":"For your comment &amp; discussion","listText":"For your comment &amp; discussion","text":"For your comment & discussion","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878856140","repostId":"878850780","repostType":1,"repost":{"id":878850780,"gmtCreate":1637169931263,"gmtModify":1637170567241,"author":{"id":"39105730803552","authorId":"39105730803552","name":"格隆汇","avatar":"https://static.tigerbbs.com/8774dfe20eceb38c9645128bb6e60684","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"39105730803552","authorIdStr":"39105730803552"},"themes":[],"title":"小腾讯Sea为何财报高开跳水","htmlText":"作者 | 社长数据支持 | 勾股大数据有东南亚小腾讯+阿里之称的Sea发布新一季财报，盘前本来高开5个多点，但开盘即跳水，收跌近4%，一上一下高追的就被埋了10个点了。这到底是是发生了什么？其实总的来说这份财报不那么亮眼，但是也还行。电商shopee和支付的营收超买方预期一点，虽然超的不多，但肯定是beat卖方预期的。游戏收入少了大概1亿，不过从10月的流水来看还是Ok的，不至于再像去年一样担心退潮的风险。至于EPS不及预期，这个问题不大，高增长的企业市场对于亏损容忍度一直很高，近一年多的财报大家应该都习惯了。全年的指引上调了一点，基本在预期内，聊胜于无。不过别忘了“还行吧”的指引还有Shopify，照样推着股价一路向上走，所以Sea这种走法确实有点跌过头了。如果要解释的话，主要是此前提到的拉美通胀问题，以及担心游戏的退潮。但是这两个问题市场已经消化比较久了，这波高开低走属实过分了。当然如果是中长线选手，就心态放平坐稳吧，毕竟在千亿级体量的玩家中，Sea的稀缺性还是T1级的，没啥其他标的还能有这么强的增长动能。具体从数据来看看：Sea季度营收数据来源：财报营收还是三位数同比增长122%，其中主要是电商拉动，同比增134%。游戏环比持平，同比增29%。此前我们有分析过，在千亿级的玩家中，没有一家像Sea一样保持高增长的同时，进行业务结构的巨大调整（5年左右时间电商占比从1/3到2/3）——Sea的扩张和增长动能确实太强了，战略布局、执行力都属顶尖。值得一提的是，金融服务（支付）也有非常强劲的增长，Q3 TPV（总支付额）达到46亿美元，同比增长111%；季度数字钱包的付费用户同比高增120%，达到3930万。Sea游戏用户季度数据来源：财报再细分些来看，游戏季活跃玩家达到7.29亿，同比增长27%，环比基本持平——增长基本快接近天花板了，容易让市场再次担心退潮的问题。不过好在","listText":"作者 | 社长数据支持 | 勾股大数据有东南亚小腾讯+阿里之称的Sea发布新一季财报，盘前本来高开5个多点，但开盘即跳水，收跌近4%，一上一下高追的就被埋了10个点了。这到底是是发生了什么？其实总的来说这份财报不那么亮眼，但是也还行。电商shopee和支付的营收超买方预期一点，虽然超的不多，但肯定是beat卖方预期的。游戏收入少了大概1亿，不过从10月的流水来看还是Ok的，不至于再像去年一样担心退潮的风险。至于EPS不及预期，这个问题不大，高增长的企业市场对于亏损容忍度一直很高，近一年多的财报大家应该都习惯了。全年的指引上调了一点，基本在预期内，聊胜于无。不过别忘了“还行吧”的指引还有Shopify，照样推着股价一路向上走，所以Sea这种走法确实有点跌过头了。如果要解释的话，主要是此前提到的拉美通胀问题，以及担心游戏的退潮。但是这两个问题市场已经消化比较久了，这波高开低走属实过分了。当然如果是中长线选手，就心态放平坐稳吧，毕竟在千亿级体量的玩家中，Sea的稀缺性还是T1级的，没啥其他标的还能有这么强的增长动能。具体从数据来看看：Sea季度营收数据来源：财报营收还是三位数同比增长122%，其中主要是电商拉动，同比增134%。游戏环比持平，同比增29%。此前我们有分析过，在千亿级的玩家中，没有一家像Sea一样保持高增长的同时，进行业务结构的巨大调整（5年左右时间电商占比从1/3到2/3）——Sea的扩张和增长动能确实太强了，战略布局、执行力都属顶尖。值得一提的是，金融服务（支付）也有非常强劲的增长，Q3 TPV（总支付额）达到46亿美元，同比增长111%；季度数字钱包的付费用户同比高增120%，达到3930万。Sea游戏用户季度数据来源：财报再细分些来看，游戏季活跃玩家达到7.29亿，同比增长27%，环比基本持平——增长基本快接近天花板了，容易让市场再次担心退潮的问题。不过好在","text":"作者 | 社长数据支持 | 勾股大数据有东南亚小腾讯+阿里之称的Sea发布新一季财报，盘前本来高开5个多点，但开盘即跳水，收跌近4%，一上一下高追的就被埋了10个点了。这到底是是发生了什么？其实总的来说这份财报不那么亮眼，但是也还行。电商shopee和支付的营收超买方预期一点，虽然超的不多，但肯定是beat卖方预期的。游戏收入少了大概1亿，不过从10月的流水来看还是Ok的，不至于再像去年一样担心退潮的风险。至于EPS不及预期，这个问题不大，高增长的企业市场对于亏损容忍度一直很高，近一年多的财报大家应该都习惯了。全年的指引上调了一点，基本在预期内，聊胜于无。不过别忘了“还行吧”的指引还有Shopify，照样推着股价一路向上走，所以Sea这种走法确实有点跌过头了。如果要解释的话，主要是此前提到的拉美通胀问题，以及担心游戏的退潮。但是这两个问题市场已经消化比较久了，这波高开低走属实过分了。当然如果是中长线选手，就心态放平坐稳吧，毕竟在千亿级体量的玩家中，Sea的稀缺性还是T1级的，没啥其他标的还能有这么强的增长动能。具体从数据来看看：Sea季度营收数据来源：财报营收还是三位数同比增长122%，其中主要是电商拉动，同比增134%。游戏环比持平，同比增29%。此前我们有分析过，在千亿级的玩家中，没有一家像Sea一样保持高增长的同时，进行业务结构的巨大调整（5年左右时间电商占比从1/3到2/3）——Sea的扩张和增长动能确实太强了，战略布局、执行力都属顶尖。值得一提的是，金融服务（支付）也有非常强劲的增长，Q3 TPV（总支付额）达到46亿美元，同比增长111%；季度数字钱包的付费用户同比高增120%，达到3930万。Sea游戏用户季度数据来源：财报再细分些来看，游戏季活跃玩家达到7.29亿，同比增长27%，环比基本持平——增长基本快接近天花板了，容易让市场再次担心退潮的问题。不过好在","images":[{"img":"https://static.tigerbbs.com/cdfb7055d2006b02a45d05bc7ac037fe"},{"img":"https://static.tigerbbs.com/184d99ccc03b494564357b28840a74a3"},{"img":"https://static.tigerbbs.com/fa59fbfcbb25e4eec4bf7ed0880d8250"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878850780","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":609749816,"gmtCreate":1638331415358,"gmtModify":1638331415358,"author":{"id":"4100260958031290","authorId":"4100260958031290","name":"Chase03","avatar":"https://static.tigerbbs.com/99c286c779582a5eaa820f23bc3fa482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100260958031290","authorIdStr":"4100260958031290"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S58.SI\">$SATS LTD.(S58.SI)$</a>Time to range trade again!!3.8-4.2!!","listText":"<a href=\"https://laohu8.com/S/S58.SI\">$SATS LTD.(S58.SI)$</a>Time to range trade again!!3.8-4.2!!","text":"$SATS LTD.(S58.SI)$Time to range trade again!!3.8-4.2!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609749816","isVote":1,"tweetType":1,"viewCount":891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874752595,"gmtCreate":1637828735071,"gmtModify":1637828735071,"author":{"id":"4100260958031290","authorId":"4100260958031290","name":"Chase03","avatar":"https://static.tigerbbs.com/99c286c779582a5eaa820f23bc3fa482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100260958031290","authorIdStr":"4100260958031290"},"themes":[],"htmlText":"Baidu 🔜 180","listText":"Baidu 🔜 180","text":"Baidu 🔜 180","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874752595","repostId":"2186360367","repostType":2,"repost":{"id":"2186360367","kind":"news","pubTimestamp":1637826966,"share":"https://www.laohu8.com/m/news/2186360367?lang=&edition=full","pubTime":"2021-11-25 15:56","market":"us","language":"en","title":"Baidu, Pony.ai approved for robotaxi services in Beijing","url":"https://stock-news.laohu8.com/highlight/detail?id=2186360367","media":"Reuters","summary":"SHANGHAI (Reuters) - Chinese tech group Baidu Inc and self-driving startup Pony.ai have won approval","content":"<p>SHANGHAI (Reuters) - Chinese tech group Baidu Inc and self-driving startup Pony.ai have won approval to launch paid driverless robotaxi services that will see the firms deploy not more than 100 vehicles in an area in China's capital Beijing.</p>\n<p>The state-backed Beijing Daily newspaper reported on the approvals on Thursday, citing a ceremony held by the Beijing Economic and Technological Development Zone, where the 60 square kilometre-large area (23 square miles) is located.</p>\n<p>Baidu said in a statement that this would be its Apollo Go service's first commercial deployment on open roads.</p>\n<p>Customers will be able to hail <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the daily service's 67 cars at more than 600 pick-up and drop-off points in both commercial and residential areas, it said. It will charge fares similar to the level of premium ride-hailing services in China, a Baidu spokesperson added.</p>\n<p>Pony.ai, backed by Toyota Motor Corp, also confirmed that it had received the approval for its Xiaoma Zhixing service from Beijing on its official Weibo account.</p>\n<p>Automakers and technology firms are investing billions of dollars in autonomous driving, aiming to take an early lead in what many consider the future of mobility.</p>\n<p>Baidu in May launched paid driverless robotaxi services https://www.reuters.com/business/autos-transportation/chinas-baidu-launch-paid-driverless-ride-hailing-services-beijing-2021-04-29 in a much smaller area of 2.7 square kilometres in Beijing's Shougang Park. The company is aiming for the Apollo Go service to be in 65 cities by 2025 and 100 cities by 2030, its CEO Robin Li said during its latest quarterly results.</p>\n<p>Last week, Chinese autonomous vehicle startup AutoX, which is backed by Alibaba Group said it had expanded its robotaxi zone&nbsp;in the southern city of Shenzhen to become the country's largest fully driverless robotaxi zone, at 65 square miles (168 square km).</p>","source":"yahoofinance","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>Baidu, Pony.ai approved for robotaxi services in Beijing</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; 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}\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\">\nBaidu, Pony.ai approved for robotaxi services in Beijing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-25 15:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/baidu-pony-ai-approved-robotaxi-054806436.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SHANGHAI (Reuters) - Chinese tech group Baidu Inc and self-driving startup Pony.ai have won approval to launch paid driverless robotaxi services that will see the firms deploy not more than 100 ...</p>\n\n<a href=\"https://finance.yahoo.com/news/baidu-pony-ai-approved-robotaxi-054806436.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","BK4531":"中概回港概念","QNETCN":"纳斯达克中美互联网老虎指数","BK4077":"互动媒体与服务","BIDU":"百度","BK4526":"热门中概股","BK4504":"桥水持仓","BK4552":"Archegos爆仓风波概念"},"source_url":"https://finance.yahoo.com/news/baidu-pony-ai-approved-robotaxi-054806436.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2186360367","content_text":"SHANGHAI (Reuters) - Chinese tech group Baidu Inc and self-driving startup Pony.ai have won approval to launch paid driverless robotaxi services that will see the firms deploy not more than 100 vehicles in an area in China's capital Beijing.\nThe state-backed Beijing Daily newspaper reported on the approvals on Thursday, citing a ceremony held by the Beijing Economic and Technological Development Zone, where the 60 square kilometre-large area (23 square miles) is located.\nBaidu said in a statement that this would be its Apollo Go service's first commercial deployment on open roads.\nCustomers will be able to hail one of the daily service's 67 cars at more than 600 pick-up and drop-off points in both commercial and residential areas, it said. It will charge fares similar to the level of premium ride-hailing services in China, a Baidu spokesperson added.\nPony.ai, backed by Toyota Motor Corp, also confirmed that it had received the approval for its Xiaoma Zhixing service from Beijing on its official Weibo account.\nAutomakers and technology firms are investing billions of dollars in autonomous driving, aiming to take an early lead in what many consider the future of mobility.\nBaidu in May launched paid driverless robotaxi services https://www.reuters.com/business/autos-transportation/chinas-baidu-launch-paid-driverless-ride-hailing-services-beijing-2021-04-29 in a much smaller area of 2.7 square kilometres in Beijing's Shougang Park. The company is aiming for the Apollo Go service to be in 65 cities by 2025 and 100 cities by 2030, its CEO Robin Li said during its latest quarterly results.\nLast week, Chinese autonomous vehicle startup AutoX, which is backed by Alibaba Group said it had expanded its robotaxi zone in the southern city of Shenzhen to become the country's largest fully driverless robotaxi zone, at 65 square miles (168 square km).","news_type":1},"isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874330025,"gmtCreate":1637728184732,"gmtModify":1637728184732,"author":{"id":"4100260958031290","authorId":"4100260958031290","name":"Chase03","avatar":"https://static.tigerbbs.com/99c286c779582a5eaa820f23bc3fa482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100260958031290","authorIdStr":"4100260958031290"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00813\">$SHIMAO GROUP(00813)$</a>谷底有多深，展望未来","listText":"<a href=\"https://laohu8.com/S/00813\">$SHIMAO GROUP(00813)$</a>谷底有多深，展望未来","text":"$SHIMAO GROUP(00813)$谷底有多深，展望未来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874330025","isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607951477,"gmtCreate":1639478602373,"gmtModify":1639478602373,"author":{"id":"4100260958031290","authorId":"4100260958031290","name":"Chase03","avatar":"https://static.tigerbbs.com/99c286c779582a5eaa820f23bc3fa482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100260958031290","authorIdStr":"4100260958031290"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607951477","repostId":"607052930","repostType":1,"repost":{"id":607052930,"gmtCreate":1639462820720,"gmtModify":1639463553955,"author":{"id":"39105730803552","authorId":"39105730803552","name":"格隆汇","avatar":"https://static.tigerbbs.com/8774dfe20eceb38c9645128bb6e60684","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"39105730803552","authorIdStr":"39105730803552"},"themes":[],"title":"港股又大跌！投资者在担心什么？","htmlText":"今日，港股低开低走，恒指再度失守24000点，截至发稿，恒指跌逾1%，报23629点。恒生科技指数跌势更明显，跌逾2%。其实，昨日港股就呈现冲高回落的态势。恒指早盘一度涨1.6%，恒科指一度涨2%，但午盘主要指数纷纷转绿。从板块表现来看，科技股涨幅收窄，内房股跌幅扩大。今日则延续昨日的行情，科技股继续萎靡不振，内房股和物业管理股跌幅居前。其中，世茂服务跌超30%，融创服务跌超18%，金科服务跌超13%，恒大物业跌超11%，浦江中国跌超10%，碧桂园服务跌超9%。&nbsp;由于恒指和恒生科技指数占比较高的成分股是互联网科技，医药，地产等，因此科技股和地产股下跌，这两大指数的下行就会很明显。恒生指数的成分股恒生科技指数的成分股众所周知，2021年以来，港股主要指数熊冠全球。截至昨天收盘，香港恒生指数今年的高位以来下跌超过23%，国企指数下跌超过30%，恒生科技指数更是下跌超过了45%。但即使如此，这些指数依然没有止跌的趋势，市场的交易情绪依然偏向悲观。那么港股投资者究竟在担心什么？其实，在本周一港股是一度明显高开的，其利好情绪显然与一年一度的重磅会议——中央经济工作会议释放出的一些积极信号有关系。首先在宏观注政策上，本次会议进一步明确了我国经济发展所面临的主要问题“需求收缩、供给冲击、预期转弱三重压力。”以及明年的经济工作“稳字当头”、“稳中求进”，可以期待政策方面或将更加积极。其次在具体产业方向上，针对反垄断领域，相比于去年“强化反垄断和防止资本无序扩张”，今年“要正确认识和把握资本的特性和行为规律”，表述更为温和，要为资本设置“红绿灯”，或意味着明年的监管将进入到制度化阶段，此前受到压制的风险偏好或将修复。因此资金在周一早盘有积极做多港股科技股的情绪。针对房地产行业，首先要注明的是“房住不炒”的政策定位通稿里仍有提及，这就说明房地产调控从严的大方向不会发生改变，中国经济转","listText":"今日，港股低开低走，恒指再度失守24000点，截至发稿，恒指跌逾1%，报23629点。恒生科技指数跌势更明显，跌逾2%。其实，昨日港股就呈现冲高回落的态势。恒指早盘一度涨1.6%，恒科指一度涨2%，但午盘主要指数纷纷转绿。从板块表现来看，科技股涨幅收窄，内房股跌幅扩大。今日则延续昨日的行情，科技股继续萎靡不振，内房股和物业管理股跌幅居前。其中，世茂服务跌超30%，融创服务跌超18%，金科服务跌超13%，恒大物业跌超11%，浦江中国跌超10%，碧桂园服务跌超9%。&nbsp;由于恒指和恒生科技指数占比较高的成分股是互联网科技，医药，地产等，因此科技股和地产股下跌，这两大指数的下行就会很明显。恒生指数的成分股恒生科技指数的成分股众所周知，2021年以来，港股主要指数熊冠全球。截至昨天收盘，香港恒生指数今年的高位以来下跌超过23%，国企指数下跌超过30%，恒生科技指数更是下跌超过了45%。但即使如此，这些指数依然没有止跌的趋势，市场的交易情绪依然偏向悲观。那么港股投资者究竟在担心什么？其实，在本周一港股是一度明显高开的，其利好情绪显然与一年一度的重磅会议——中央经济工作会议释放出的一些积极信号有关系。首先在宏观注政策上，本次会议进一步明确了我国经济发展所面临的主要问题“需求收缩、供给冲击、预期转弱三重压力。”以及明年的经济工作“稳字当头”、“稳中求进”，可以期待政策方面或将更加积极。其次在具体产业方向上，针对反垄断领域，相比于去年“强化反垄断和防止资本无序扩张”，今年“要正确认识和把握资本的特性和行为规律”，表述更为温和，要为资本设置“红绿灯”，或意味着明年的监管将进入到制度化阶段，此前受到压制的风险偏好或将修复。因此资金在周一早盘有积极做多港股科技股的情绪。针对房地产行业，首先要注明的是“房住不炒”的政策定位通稿里仍有提及，这就说明房地产调控从严的大方向不会发生改变，中国经济转","text":"今日，港股低开低走，恒指再度失守24000点，截至发稿，恒指跌逾1%，报23629点。恒生科技指数跌势更明显，跌逾2%。其实，昨日港股就呈现冲高回落的态势。恒指早盘一度涨1.6%，恒科指一度涨2%，但午盘主要指数纷纷转绿。从板块表现来看，科技股涨幅收窄，内房股跌幅扩大。今日则延续昨日的行情，科技股继续萎靡不振，内房股和物业管理股跌幅居前。其中，世茂服务跌超30%，融创服务跌超18%，金科服务跌超13%，恒大物业跌超11%，浦江中国跌超10%，碧桂园服务跌超9%。 由于恒指和恒生科技指数占比较高的成分股是互联网科技，医药，地产等，因此科技股和地产股下跌，这两大指数的下行就会很明显。恒生指数的成分股恒生科技指数的成分股众所周知，2021年以来，港股主要指数熊冠全球。截至昨天收盘，香港恒生指数今年的高位以来下跌超过23%，国企指数下跌超过30%，恒生科技指数更是下跌超过了45%。但即使如此，这些指数依然没有止跌的趋势，市场的交易情绪依然偏向悲观。那么港股投资者究竟在担心什么？其实，在本周一港股是一度明显高开的，其利好情绪显然与一年一度的重磅会议——中央经济工作会议释放出的一些积极信号有关系。首先在宏观注政策上，本次会议进一步明确了我国经济发展所面临的主要问题“需求收缩、供给冲击、预期转弱三重压力。”以及明年的经济工作“稳字当头”、“稳中求进”，可以期待政策方面或将更加积极。其次在具体产业方向上，针对反垄断领域，相比于去年“强化反垄断和防止资本无序扩张”，今年“要正确认识和把握资本的特性和行为规律”，表述更为温和，要为资本设置“红绿灯”，或意味着明年的监管将进入到制度化阶段，此前受到压制的风险偏好或将修复。因此资金在周一早盘有积极做多港股科技股的情绪。针对房地产行业，首先要注明的是“房住不炒”的政策定位通稿里仍有提及，这就说明房地产调控从严的大方向不会发生改变，中国经济转","images":[{"img":"https://static.tigerbbs.com/bd5f0dca846d5f6b1ec458a62a2820f8","width":"370","height":"250"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607052930","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604072977,"gmtCreate":1639291633107,"gmtModify":1639291633107,"author":{"id":"4100260958031290","authorId":"4100260958031290","name":"Chase03","avatar":"https://static.tigerbbs.com/99c286c779582a5eaa820f23bc3fa482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100260958031290","authorIdStr":"4100260958031290"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604072977","repostId":"605816695","repostType":1,"repost":{"id":605816695,"gmtCreate":1639143781251,"gmtModify":1639144967054,"author":{"id":"39105730803552","authorId":"39105730803552","name":"格隆汇","avatar":"https://static.tigerbbs.com/8774dfe20eceb38c9645128bb6e60684","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"39105730803552","authorIdStr":"39105730803552"},"themes":[],"title":"2021年度格隆汇“大中华区最佳上市公司”评选全部获奖名单揭晓 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target=\"_blank\" href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$</a>&nbsp;今日公布其拟于香港联合交易所有限公司（以下简称“联交所”）主板上市的详情。商汤集团此次全球发售合共1,500,000,000股B类股份（视乎超额配股权行使与否而定），其中90% 为国际配售股份，相当于1,350,000,000股B类股份（可予重新分配及视乎超额配股权行使与否而定），其余10%为香港公开发售股份，相当于150,000,000股B类股份（可予重新分配）。指示性发售价范围为每股3.85港元至3.99港元。按照指示发售价的中位每股发售股份3.92港元计算，本公司是次全球发售的所得款项净额约达56.55亿港元。香港公开发售将于2021年12月7日（星期二）上午九时正开始，至2021年12月10日（星期五）中午十二时正结束。最终发售价及配售结果预期将于2021年12月16日（星期四）公布。公司B类股份预计将于2021年12月17日（星期五）在香港联交所主板开始买卖，股份代号为0020。公司B类股份将按每手股数1,000股进行买卖。公司已与九名基石投资者订立基石投资协议，基石投资者已同意按发售价认购或促使其指定实体认购以总额约4.5亿美元可购买之数目的发售股份，假设以发售价下限定价，约占发售股份的60%。基石投资者分别是中国诚通发起设立的混合所有制改革基金、国盛海外香港、上海人工智能产业股权投资基金、上汽香港、广发基金、Pleiad基金、WT、Focustar及Hel Ved。中国国际金融香港证券有限公司、海通国际资本有限公司及HSBC Corporate Finance (Hong Kong) Limited为联席保荐人。中国国际金融香港证券","listText":"港股研究社获悉，据凤凰网财经消息，行业领先的人工智能软件公司商汤集团股份有限公司<a target=\"_blank\" href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$</a>&nbsp;今日公布其拟于香港联合交易所有限公司（以下简称“联交所”）主板上市的详情。商汤集团此次全球发售合共1,500,000,000股B类股份（视乎超额配股权行使与否而定），其中90% 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Limited为联席保荐人。中国国际金融香港证券","images":[{"img":"https://static.tigerbbs.com/ff37fcbd085ad40ddd23698de137c0cf","width":"688","height":"458"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606129235","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608618292,"gmtCreate":1638709511331,"gmtModify":1638709511331,"author":{"id":"4100260958031290","authorId":"4100260958031290","name":"Chase03","avatar":"https://static.tigerbbs.com/99c286c779582a5eaa820f23bc3fa482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100260958031290","authorIdStr":"4100260958031290"},"themes":[],"htmlText":"Didi 加油！来可好价再过去港交所吧！","listText":"Didi 加油！来可好价再过去港交所吧！","text":"Didi 加油！来可好价再过去港交所吧！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608618292","repostId":"601267053","repostType":1,"repost":{"id":601267053,"gmtCreate":1638536746509,"gmtModify":1638539879643,"author":{"id":"39105730803552","authorId":"39105730803552","name":"格隆汇","avatar":"https://static.tigerbbs.com/8774dfe20eceb38c9645128bb6e60684","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"39105730803552","authorIdStr":"39105730803552"},"themes":[],"title":"滴滴还有救吗？","htmlText":"01江瀚视野【滴滴从纽交所退市转战香港，滴滴转换战场到底该怎么看？】蓝鲸TMT频道12月3日讯，今日，滴滴出行官方微博表示，经认真研究，公司即日起启动在纽交所退市的工作，并启动在香港上市的准备工作。6月30日，滴滴正式在纽交所挂牌上市，股票代码为 \"DIDI\"。高盛、摩根士丹利、摩根大通、华兴资本担任承销商。滴滴这次IPO的承销商名单中还有多家中资机构，包括中金、中银国际、交银国际、建银国际、招银国际、工银国际和国泰君安国际等。这次IPO中，滴滴发行价定为14美元，位于13-14美元/ ADS的发行区间上限。滴滴发行3.17亿股ADS，比原计划的2.88亿股多10%。说实在，看到滴滴从纽交所退市转战香港也算是意料之中的事情，我们到底该怎么看呢？首先，当前中国网约车市场的蓬勃发展给滴滴带来了足够的发展良机，iiMedia Research(艾媒咨询)数据显示，自2017年以来，我国网约车市场规模不断扩大，至2020年，中国网约车市场规模已达2980亿元。在产业蓬勃发展的大背景下，滴滴成为了中国网约车市场的佼佼者，得到了网约车市场发展的红利，这是滴滴足以发展壮大的关键所在。其次，滴滴这次纽交所退市基本上是意料之中的事情，近几年来，美国上市的中概股公司已经逐渐形成了一个共识，相比于对中国互联网市场不甚了解甚至还有一定误解的美股市场来说，美股上市已经不再是中国互联网企业的最优选择，像360、新浪、58同城等等都是比较有名的中概股退市企业。与此同时，特别是最近几年中国A股市场科创板、创业板、北交所的蓬勃发展，已经给各个创新创业公司形成了足够的市场发展机遇，再加上港股市场对于科技股公司日益友好化，而且香港市场还兼具海外资本和内地资本的双重优势，逐渐成为中国各大中概股公司回归的主要选择地。因此，我们看到这些年以京东、网易、阿里巴巴等为代表的一系列互联网公司回归港股上市就是最好的案例，所以","listText":"01江瀚视野【滴滴从纽交所退市转战香港，滴滴转换战场到底该怎么看？】蓝鲸TMT频道12月3日讯，今日，滴滴出行官方微博表示，经认真研究，公司即日起启动在纽交所退市的工作，并启动在香港上市的准备工作。6月30日，滴滴正式在纽交所挂牌上市，股票代码为 \"DIDI\"。高盛、摩根士丹利、摩根大通、华兴资本担任承销商。滴滴这次IPO的承销商名单中还有多家中资机构，包括中金、中银国际、交银国际、建银国际、招银国际、工银国际和国泰君安国际等。这次IPO中，滴滴发行价定为14美元，位于13-14美元/ ADS的发行区间上限。滴滴发行3.17亿股ADS，比原计划的2.88亿股多10%。说实在，看到滴滴从纽交所退市转战香港也算是意料之中的事情，我们到底该怎么看呢？首先，当前中国网约车市场的蓬勃发展给滴滴带来了足够的发展良机，iiMedia Research(艾媒咨询)数据显示，自2017年以来，我国网约车市场规模不断扩大，至2020年，中国网约车市场规模已达2980亿元。在产业蓬勃发展的大背景下，滴滴成为了中国网约车市场的佼佼者，得到了网约车市场发展的红利，这是滴滴足以发展壮大的关键所在。其次，滴滴这次纽交所退市基本上是意料之中的事情，近几年来，美国上市的中概股公司已经逐渐形成了一个共识，相比于对中国互联网市场不甚了解甚至还有一定误解的美股市场来说，美股上市已经不再是中国互联网企业的最优选择，像360、新浪、58同城等等都是比较有名的中概股退市企业。与此同时，特别是最近几年中国A股市场科创板、创业板、北交所的蓬勃发展，已经给各个创新创业公司形成了足够的市场发展机遇，再加上港股市场对于科技股公司日益友好化，而且香港市场还兼具海外资本和内地资本的双重优势，逐渐成为中国各大中概股公司回归的主要选择地。因此，我们看到这些年以京东、网易、阿里巴巴等为代表的一系列互联网公司回归港股上市就是最好的案例，所以","text":"01江瀚视野【滴滴从纽交所退市转战香港，滴滴转换战场到底该怎么看？】蓝鲸TMT频道12月3日讯，今日，滴滴出行官方微博表示，经认真研究，公司即日起启动在纽交所退市的工作，并启动在香港上市的准备工作。6月30日，滴滴正式在纽交所挂牌上市，股票代码为 \"DIDI\"。高盛、摩根士丹利、摩根大通、华兴资本担任承销商。滴滴这次IPO的承销商名单中还有多家中资机构，包括中金、中银国际、交银国际、建银国际、招银国际、工银国际和国泰君安国际等。这次IPO中，滴滴发行价定为14美元，位于13-14美元/ ADS的发行区间上限。滴滴发行3.17亿股ADS，比原计划的2.88亿股多10%。说实在，看到滴滴从纽交所退市转战香港也算是意料之中的事情，我们到底该怎么看呢？首先，当前中国网约车市场的蓬勃发展给滴滴带来了足够的发展良机，iiMedia Research(艾媒咨询)数据显示，自2017年以来，我国网约车市场规模不断扩大，至2020年，中国网约车市场规模已达2980亿元。在产业蓬勃发展的大背景下，滴滴成为了中国网约车市场的佼佼者，得到了网约车市场发展的红利，这是滴滴足以发展壮大的关键所在。其次，滴滴这次纽交所退市基本上是意料之中的事情，近几年来，美国上市的中概股公司已经逐渐形成了一个共识，相比于对中国互联网市场不甚了解甚至还有一定误解的美股市场来说，美股上市已经不再是中国互联网企业的最优选择，像360、新浪、58同城等等都是比较有名的中概股退市企业。与此同时，特别是最近几年中国A股市场科创板、创业板、北交所的蓬勃发展，已经给各个创新创业公司形成了足够的市场发展机遇，再加上港股市场对于科技股公司日益友好化，而且香港市场还兼具海外资本和内地资本的双重优势，逐渐成为中国各大中概股公司回归的主要选择地。因此，我们看到这些年以京东、网易、阿里巴巴等为代表的一系列互联网公司回归港股上市就是最好的案例，所以","images":[{"img":"https://static.tigerbbs.com/5d7127cb3b7c925b330e797d523c29a0"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601267053","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608960234,"gmtCreate":1638597191343,"gmtModify":1638597191431,"author":{"id":"4100260958031290","authorId":"4100260958031290","name":"Chase03","avatar":"https://static.tigerbbs.com/99c286c779582a5eaa820f23bc3fa482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100260958031290","authorIdStr":"4100260958031290"},"themes":[],"htmlText":"IPO 不逢时","listText":"IPO 不逢时","text":"IPO 不逢时","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608960234","repostId":"601652270","repostType":1,"repost":{"id":601652270,"gmtCreate":1638525695165,"gmtModify":1638566992721,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503452965237041","authorIdStr":"3503452965237041"},"themes":[],"title":"第二家东南亚美股上市公司诞生，Grab为何上市即大跌？","htmlText":"在很长一段时间内，来自新加坡、发家于东南亚市场的Sea（冬海集团）<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>&nbsp;都被外界称为造富神话。并非因为其“东南亚小腾讯”的影子，而是其强大的游戏和电商业务支撑它制霸东南亚之后远征全球，股价自上市以来虽有波动，但屡创新高。与之相对的“东南亚滴滴”Grab<a target=\"_blank\" href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>&nbsp;在上市首日却被市场当头一棒。北京时间12月3日凌晨，东南亚网约车和送餐服务巨头Grab以SPAC方式登陆纳斯达克，以396亿美元估值一跃成为史上最大SPAC交易，岂料大涨后走向破发，收盘大跌超20%，市值约345亿美元。同样定位于东南亚，Grab的潜力可谓巨大，又是什么让资本市场对其信心动摇？史上最大SPAC交易，Grab正打造超级APP把Grab送上SPAC交易历史第一宝座的396亿美元估值，是按照发行价计算的。尽管股价最终大跌，也不妨碍Grab募集到了自己需要的约45亿美元资金。这是一笔巨款，原因在于Grab试图打造超级APP的野望目前虽然成型，要想占据不败之地却还有很长一段路。Grab于2012年诞生，总部位于新加坡，不过最初是在吉隆坡办公，而初始产品投放于马来西亚——这可能是东南亚市场具备一体化潜能的一个例证。两名来自哈佛商学院的创始人陈炳耀和陈慧玲看到了东南亚地区旺盛的移动互联网需求。尽管当时一切都处于起步阶段，但他们相信抢占先机是有利的。2012年，GrabTaxi在马来西亚推出，随后开始在东南亚铺开。这是一个诞生之初就瞄准国际化的产品，主要是因为东南亚地区的地理、宗教、文化等因素可以用“散装”来形容。Grab面对","listText":"在很长一段时间内，来自新加坡、发家于东南亚市场的Sea（冬海集团）<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>&nbsp;都被外界称为造富神话。并非因为其“东南亚小腾讯”的影子，而是其强大的游戏和电商业务支撑它制霸东南亚之后远征全球，股价自上市以来虽有波动，但屡创新高。与之相对的“东南亚滴滴”Grab<a target=\"_blank\" href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>&nbsp;在上市首日却被市场当头一棒。北京时间12月3日凌晨，东南亚网约车和送餐服务巨头Grab以SPAC方式登陆纳斯达克，以396亿美元估值一跃成为史上最大SPAC交易，岂料大涨后走向破发，收盘大跌超20%，市值约345亿美元。同样定位于东南亚，Grab的潜力可谓巨大，又是什么让资本市场对其信心动摇？史上最大SPAC交易，Grab正打造超级APP把Grab送上SPAC交易历史第一宝座的396亿美元估值，是按照发行价计算的。尽管股价最终大跌，也不妨碍Grab募集到了自己需要的约45亿美元资金。这是一笔巨款，原因在于Grab试图打造超级APP的野望目前虽然成型，要想占据不败之地却还有很长一段路。Grab于2012年诞生，总部位于新加坡，不过最初是在吉隆坡办公，而初始产品投放于马来西亚——这可能是东南亚市场具备一体化潜能的一个例证。两名来自哈佛商学院的创始人陈炳耀和陈慧玲看到了东南亚地区旺盛的移动互联网需求。尽管当时一切都处于起步阶段，但他们相信抢占先机是有利的。2012年，GrabTaxi在马来西亚推出，随后开始在东南亚铺开。这是一个诞生之初就瞄准国际化的产品，主要是因为东南亚地区的地理、宗教、文化等因素可以用“散装”来形容。Grab面对","text":"在很长一段时间内，来自新加坡、发家于东南亚市场的Sea（冬海集团）$Sea Ltd(SE)$ 都被外界称为造富神话。并非因为其“东南亚小腾讯”的影子，而是其强大的游戏和电商业务支撑它制霸东南亚之后远征全球，股价自上市以来虽有波动，但屡创新高。与之相对的“东南亚滴滴”Grab$Grab Holdings(GRAB)$ 在上市首日却被市场当头一棒。北京时间12月3日凌晨，东南亚网约车和送餐服务巨头Grab以SPAC方式登陆纳斯达克，以396亿美元估值一跃成为史上最大SPAC交易，岂料大涨后走向破发，收盘大跌超20%，市值约345亿美元。同样定位于东南亚，Grab的潜力可谓巨大，又是什么让资本市场对其信心动摇？史上最大SPAC交易，Grab正打造超级APP把Grab送上SPAC交易历史第一宝座的396亿美元估值，是按照发行价计算的。尽管股价最终大跌，也不妨碍Grab募集到了自己需要的约45亿美元资金。这是一笔巨款，原因在于Grab试图打造超级APP的野望目前虽然成型，要想占据不败之地却还有很长一段路。Grab于2012年诞生，总部位于新加坡，不过最初是在吉隆坡办公，而初始产品投放于马来西亚——这可能是东南亚市场具备一体化潜能的一个例证。两名来自哈佛商学院的创始人陈炳耀和陈慧玲看到了东南亚地区旺盛的移动互联网需求。尽管当时一切都处于起步阶段，但他们相信抢占先机是有利的。2012年，GrabTaxi在马来西亚推出，随后开始在东南亚铺开。这是一个诞生之初就瞄准国际化的产品，主要是因为东南亚地区的地理、宗教、文化等因素可以用“散装”来形容。Grab面对","images":[{"img":"https://static.tigerbbs.com/7fcc5f4fd5f8ef46eb6dfe084ac6463d","width":"688","height":"361"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601652270","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601730333,"gmtCreate":1638561662617,"gmtModify":1638561662617,"author":{"id":"4100260958031290","authorId":"4100260958031290","name":"Chase03","avatar":"https://static.tigerbbs.com/99c286c779582a5eaa820f23bc3fa482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100260958031290","authorIdStr":"4100260958031290"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601730333","repostId":"1172575405","repostType":4,"repost":{"id":"1172575405","kind":"news","pubTimestamp":1638458192,"share":"https://www.laohu8.com/m/news/1172575405?lang=&edition=full","pubTime":"2021-12-02 23:16","market":"us","language":"en","title":"3 Top Stocks to Invest in the Metaverse","url":"https://stock-news.laohu8.com/highlight/detail?id=1172575405","media":"Motley Fool","summary":"These companies are connecting all the hardware and software dots to enable the future of social interaction.","content":"<p>Revenue from the metaverse, or virtual interactive worlds, is estimated to more than double to $400 billion by 2025, according to Grayscale Research. Experts believe these 3D environments represent the next step in social media's development and could fundamentally shape how people shop and play games in the future, among other things.</p>\n<p>The metaverse is going to require lots of processing power and sophisticated software to create 3D content, especially if it is ever going to reach the capability of simulating real-world environments, as some experts predict. Here's why&nbsp;<b>Nvidia</b>,<b>Unity Software</b>&nbsp;and&nbsp;<b>Roblox</b>&nbsp;are three no-brainer stocks to consider buying today that could benefit from growing interest in the metaverse.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/beec06f17e51f0cf79b4fbab96587999\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<p><b>1. Nvidia</b></p>\n<p>Nvidia is the leading supplier of graphics processing units (GPUs) and sells its chips to a range of customers in gaming, data centers, self-driving cars, and graphics artists. The company has the necessary graphics technology to help content creators render 3D environments, but it's now also expanding into software.</p>\n<p>Earlier this year,&nbsp;Nvidia unveiled Omniverse -- a software collaboration platform that allows developers to share their digital worlds with each other like sharing a document over the cloud. The company has been working on this platform for several years,&nbsp;and it's built to accurately simulate physical movement in a virtual world and bring together apps and tools to speed up the development of the metaverse.</p>\n<p>Omniverse is a&nbsp;lucrative opportunity&nbsp;for Nvidia. It sells for an annual license fee like a typical subscription-as-a-service platform. Management sees this opportunity as worth billions in potential revenue, but the prospects for stretching its profit margin higher through license fees is one reason the stock price has soared 155% so far in 2021.</p>\n<p>Nvidia generated $8.2 billion in profit on top of $24 billion in revenue over the last four quarters. But the push into software could push its profits higher relative to revenue, which is why the stock might be worth considering even at its current high stock price.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c11d56ec7fe68917d2003b786c2fe24\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<p><b>2. Unity Software</b></p>\n<p>One top software provider that could benefit enormously from the growth of the metaverse is Unity Software. Unity provides software solutions that are used to create, run, and monetize real-time 2D and 3D content across mobile devices, PCs, game consoles, and virtual reality devices. It is widely used in the video game industry, where 71% of the top 1,000 mobile games were made with Unity during the fourth quarter of 2020.</p>\n<p>Unity recently announced the acquisition of Weta Digital for $1.625 billion. Weta is the software studio that created many of the special effects used so effectively in blockbuster movies like&nbsp;<i>Lord of the Rings</i>,<i>Wonder Woman</i>, and&nbsp;<i>Avatar</i>, and management plans to offer the basic technology behind that was instrumental in creating those effects in a cloud-based version. This will allow millions of consumers to create content on social media and gaming platforms, which serve as the building blocks of the metaverse.</p>\n<p>The addition of Weta Digital is expected to expand the company's long-term growth opportunity by an estimated $10 billion.</p>\n<p>Unity has been posting impressive&nbsp;revenue growth&nbsp;since its initial public offering in 2020, with the top line advancing by an average rate of 45% each quarter.&nbsp;The company is still in the early stage of expanding its software offering to non-gaming use cases in other industries. Before the Weta acquisition, management estimated its addressable market at $29 billion,&nbsp;but given Unity's trailing-12-month revenue of slightly over $1 billion,&nbsp;this stock has tremendous long-term upside.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62bf005fd93c996bd8ef5184bb3cf621\" tg-width=\"2000\" tg-height=\"1125\" width=\"100%\" height=\"auto\"><span>Image source: Roblox.</span></p>\n<p><b>3. Roblox</b></p>\n<p>If you are looking for a pure-play option to invest in the metaverse, Roblox is your best bet. It has 47 million daily active users that come to its platform to play games,&nbsp;but management sees potential for the metaverse to appeal to a broad audience beyond those interested in gaming.</p>\n<p>Virtual concerts are already becoming a popular activity on Roblox. In July, Roblox teamed up with&nbsp;<b>Sony</b>&nbsp;Music to bring more recording artists to the platform.&nbsp;In November 2020, over 36 million people watched the virtual concert by Lil Nas X. More events like this, especially as the graphics fidelity on the platform advances, could turn Roblox into the next Facebook, or even its parent&nbsp;<b>Meta Platforms</b>.</p>\n<p>The stock jumped to a new high after Roblox's strong third-quarter earnings report. Time spent on the platform reached 11 billion hours for an increase of 28% over the year-ago quarter.&nbsp;When time spent goes up, users spend more money on Robux, which is the virtual currency required to purchase upgrades to personal avatars and unlock other experiences on the Roblox platform. For the third quarter, Roblox reported $509 million in revenue, an increase of 102% year over year.</p>\n<p>Roblox is not profitable yet, mainly because management is continuing to spend heavily on developer exchange fees,&nbsp;which are basically the incentive fees paid out to content developers on the platform when they exchange earned Robux for real-world currency. Still, as long as hours spent on the platform continue to increase, this&nbsp;top IPO stock&nbsp;should continue to hit new highs for years to come.</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>3 Top Stocks to Invest in the Metaverse</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\">\n3 Top Stocks to Invest in the Metaverse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-02 23:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/02/3-top-stocks-to-invest-in-the-metaverse/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Revenue from the metaverse, or virtual interactive worlds, is estimated to more than double to $400 billion by 2025, according to Grayscale Research. Experts believe these 3D environments represent ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/02/3-top-stocks-to-invest-in-the-metaverse/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U":"Unity Software Inc.","RBLX":"Roblox Corporation","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/12/02/3-top-stocks-to-invest-in-the-metaverse/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172575405","content_text":"Revenue from the metaverse, or virtual interactive worlds, is estimated to more than double to $400 billion by 2025, according to Grayscale Research. Experts believe these 3D environments represent the next step in social media's development and could fundamentally shape how people shop and play games in the future, among other things.\nThe metaverse is going to require lots of processing power and sophisticated software to create 3D content, especially if it is ever going to reach the capability of simulating real-world environments, as some experts predict. Here's why Nvidia,Unity Software and Roblox are three no-brainer stocks to consider buying today that could benefit from growing interest in the metaverse.\nImage source: Getty Images.\n1. Nvidia\nNvidia is the leading supplier of graphics processing units (GPUs) and sells its chips to a range of customers in gaming, data centers, self-driving cars, and graphics artists. The company has the necessary graphics technology to help content creators render 3D environments, but it's now also expanding into software.\nEarlier this year, Nvidia unveiled Omniverse -- a software collaboration platform that allows developers to share their digital worlds with each other like sharing a document over the cloud. The company has been working on this platform for several years, and it's built to accurately simulate physical movement in a virtual world and bring together apps and tools to speed up the development of the metaverse.\nOmniverse is a lucrative opportunity for Nvidia. It sells for an annual license fee like a typical subscription-as-a-service platform. Management sees this opportunity as worth billions in potential revenue, but the prospects for stretching its profit margin higher through license fees is one reason the stock price has soared 155% so far in 2021.\nNvidia generated $8.2 billion in profit on top of $24 billion in revenue over the last four quarters. But the push into software could push its profits higher relative to revenue, which is why the stock might be worth considering even at its current high stock price.\nImage source: Getty Images.\n2. Unity Software\nOne top software provider that could benefit enormously from the growth of the metaverse is Unity Software. Unity provides software solutions that are used to create, run, and monetize real-time 2D and 3D content across mobile devices, PCs, game consoles, and virtual reality devices. It is widely used in the video game industry, where 71% of the top 1,000 mobile games were made with Unity during the fourth quarter of 2020.\nUnity recently announced the acquisition of Weta Digital for $1.625 billion. Weta is the software studio that created many of the special effects used so effectively in blockbuster movies like Lord of the Rings,Wonder Woman, and Avatar, and management plans to offer the basic technology behind that was instrumental in creating those effects in a cloud-based version. This will allow millions of consumers to create content on social media and gaming platforms, which serve as the building blocks of the metaverse.\nThe addition of Weta Digital is expected to expand the company's long-term growth opportunity by an estimated $10 billion.\nUnity has been posting impressive revenue growth since its initial public offering in 2020, with the top line advancing by an average rate of 45% each quarter. The company is still in the early stage of expanding its software offering to non-gaming use cases in other industries. Before the Weta acquisition, management estimated its addressable market at $29 billion, but given Unity's trailing-12-month revenue of slightly over $1 billion, this stock has tremendous long-term upside.\nImage source: Roblox.\n3. Roblox\nIf you are looking for a pure-play option to invest in the metaverse, Roblox is your best bet. It has 47 million daily active users that come to its platform to play games, but management sees potential for the metaverse to appeal to a broad audience beyond those interested in gaming.\nVirtual concerts are already becoming a popular activity on Roblox. In July, Roblox teamed up with Sony Music to bring more recording artists to the platform. In November 2020, over 36 million people watched the virtual concert by Lil Nas X. More events like this, especially as the graphics fidelity on the platform advances, could turn Roblox into the next Facebook, or even its parent Meta Platforms.\nThe stock jumped to a new high after Roblox's strong third-quarter earnings report. Time spent on the platform reached 11 billion hours for an increase of 28% over the year-ago quarter. When time spent goes up, users spend more money on Robux, which is the virtual currency required to purchase upgrades to personal avatars and unlock other experiences on the Roblox platform. For the third quarter, Roblox reported $509 million in revenue, an increase of 102% year over year.\nRoblox is not profitable yet, mainly because management is continuing to spend heavily on developer exchange fees, which are basically the incentive fees paid out to content developers on the platform when they exchange earned Robux for real-world currency. Still, as long as hours spent on the platform continue to increase, this top IPO stock should continue to hit new highs for years to come.","news_type":1},"isVote":1,"tweetType":1,"viewCount":759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609743345,"gmtCreate":1638331516769,"gmtModify":1638331516769,"author":{"id":"4100260958031290","authorId":"4100260958031290","name":"Chase03","avatar":"https://static.tigerbbs.com/99c286c779582a5eaa820f23bc3fa482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100260958031290","authorIdStr":"4100260958031290"},"themes":[],"htmlText":"Zoomlion 加油","listText":"Zoomlion 加油","text":"Zoomlion 加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609743345","repostId":"876812846","repostType":1,"repost":{"id":876812846,"gmtCreate":1637290296426,"gmtModify":1637291693317,"author":{"id":"3516422794850265","authorId":"3516422794850265","name":"港股研究社","avatar":"https://static.tigerbbs.com/6f93253ece299c58b5ce6c809885d9ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3516422794850265","authorIdStr":"3516422794850265"},"themes":[],"title":"批量发货助力巴铁建设，中联重科明星产品再赴“中巴经济走廊”","htmlText":"港股研究社获悉，近日，装载着9台HBT60.16.110SU拖泵的平板车缓缓驶出中联重科<a target=\"_blank\" href=\"https://laohu8.com/S/01157\">$中联重科(01157)$</a>&nbsp;麓谷工业园,奔赴巴基斯坦助力当地SK水电站建设。这是中联重科紧随“一带一路”倡议，主动参与“中巴经济走廊”建设，积极助力当地民生项目建设的又一担当作为。本文来源：港股研究社—旨在帮助中国投资者理解世界，专注报道港股企业，对港股感兴趣的朋友赶紧关注我们","listText":"港股研究社获悉，近日，装载着9台HBT60.16.110SU拖泵的平板车缓缓驶出中联重科<a target=\"_blank\" href=\"https://laohu8.com/S/01157\">$中联重科(01157)$</a>&nbsp;麓谷工业园,奔赴巴基斯坦助力当地SK水电站建设。这是中联重科紧随“一带一路”倡议，主动参与“中巴经济走廊”建设，积极助力当地民生项目建设的又一担当作为。本文来源：港股研究社—旨在帮助中国投资者理解世界，专注报道港股企业，对港股感兴趣的朋友赶紧关注我们","text":"港股研究社获悉，近日，装载着9台HBT60.16.110SU拖泵的平板车缓缓驶出中联重科$中联重科(01157)$ 麓谷工业园,奔赴巴基斯坦助力当地SK水电站建设。这是中联重科紧随“一带一路”倡议，主动参与“中巴经济走廊”建设，积极助力当地民生项目建设的又一担当作为。本文来源：港股研究社—旨在帮助中国投资者理解世界，专注报道港股企业，对港股感兴趣的朋友赶紧关注我们","images":[{"img":"https://static.tigerbbs.com/083d1443b7d9251dadde85466cd60c25","width":"640","height":"368"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876812846","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609386888,"gmtCreate":1638239223743,"gmtModify":1638239223743,"author":{"id":"4100260958031290","authorId":"4100260958031290","name":"Chase03","avatar":"https://static.tigerbbs.com/99c286c779582a5eaa820f23bc3fa482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100260958031290","authorIdStr":"4100260958031290"},"themes":[],"htmlText":"💥 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野火烧不尽，春风吹又生。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609386888","repostId":"600576711","repostType":1,"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877936517,"gmtCreate":1637856191074,"gmtModify":1637856191190,"author":{"id":"4100260958031290","authorId":"4100260958031290","name":"Chase03","avatar":"https://static.tigerbbs.com/99c286c779582a5eaa820f23bc3fa482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100260958031290","authorIdStr":"4100260958031290"},"themes":[],"htmlText":"抄底2618HK，加油","listText":"抄底2618HK，加油","text":"抄底2618HK，加油","images":[{"img":"https://static.tigerbbs.com/b62ccc7cc905f029a2320ff4536db2a9","width":"750","height":"1107"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877936517","isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":874394410,"gmtCreate":1637728022238,"gmtModify":1637728037773,"author":{"id":"4100260958031290","authorId":"4100260958031290","name":"Chase03","avatar":"https://static.tigerbbs.com/99c286c779582a5eaa820f23bc3fa482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100260958031290","authorIdStr":"4100260958031290"},"themes":[],"htmlText":"小米加油💪🏼","listText":"小米加油💪🏼","text":"小米加油💪🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874394410","repostId":"874304007","repostType":1,"repost":{"id":874304007,"gmtCreate":1637726525405,"gmtModify":1637736213455,"author":{"id":"3551155462363418","authorId":"3551155462363418","name":"小米公司","avatar":"https://static.tigerbbs.com/9322737a682a5bad06b9852775f98198","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551155462363418","authorIdStr":"3551155462363418"},"themes":[],"title":"小米Q3财报：全球MIUI月活破5亿，高端手机占比超12%","htmlText":"\n \n \n  11月23日，小米集团<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 公布2021年第三季度业绩。该季小米集团实现总收入781亿元，同比增长8.2%；经调整净利润达52亿元，同比增长25.4%。毛利率由2020年第三季度的14.1%升至2021年第三季度的18.3%。\n \n","listText":"11月23日，小米集团<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 公布2021年第三季度业绩。该季小米集团实现总收入781亿元，同比增长8.2%；经调整净利润达52亿元，同比增长25.4%。毛利率由2020年第三季度的14.1%升至2021年第三季度的18.3%。","text":"11月23日，小米集团$小米集团-W(01810)$ 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91%，去年同期为3.39亿美元;净亏损5681.9万美元，去年同期净亏损为8085.3万美元。在业绩公布之后股价大幅反弹，目前已经再次下跌，短线看依然看跌为主。这个看跌期权是本周到期的，看跌价格19.5，该异动单的期权目前已经平仓。 $亚马逊(AMZN)$上周连续拉升，距离新高只差10美金，本周有望创新高。亚马逊经过一年的左右的盘整，目前再次接近前高。最近美大型科技股都在持续拉升，苹果也在最近创了新高。本周继续关注。 $美光科技(MU)$芯片股最近持续拉升，每天都有一两个暴涨的，不知道今晚会是谁，如果你不知道芯片股有哪些， 可以关注一下3倍做多半导体指数。里边的芯片股可以多关注一下，就连万年不动台积电，周五晚上都最高暴涨1%，芯片股真的开始主升浪了，错过了$AMD(AMD)$ ，错过了<","images":[{"img":"https://static.tigerbbs.com/cc0f6da2a0a6935c182373fe8b15fb43","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872400634","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878856140,"gmtCreate":1637170818074,"gmtModify":1637171348738,"author":{"id":"4100260958031290","authorId":"4100260958031290","name":"Chase03","avatar":"https://static.tigerbbs.com/99c286c779582a5eaa820f23bc3fa482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100260958031290","authorIdStr":"4100260958031290"},"themes":[],"htmlText":"For your comment &amp; discussion","listText":"For your comment &amp; discussion","text":"For your comment & discussion","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878856140","repostId":"878850780","repostType":1,"repost":{"id":878850780,"gmtCreate":1637169931263,"gmtModify":1637170567241,"author":{"id":"39105730803552","authorId":"39105730803552","name":"格隆汇","avatar":"https://static.tigerbbs.com/8774dfe20eceb38c9645128bb6e60684","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"39105730803552","authorIdStr":"39105730803552"},"themes":[],"title":"小腾讯Sea为何财报高开跳水","htmlText":"作者 | 社长数据支持 | 勾股大数据有东南亚小腾讯+阿里之称的Sea发布新一季财报，盘前本来高开5个多点，但开盘即跳水，收跌近4%，一上一下高追的就被埋了10个点了。这到底是是发生了什么？其实总的来说这份财报不那么亮眼，但是也还行。电商shopee和支付的营收超买方预期一点，虽然超的不多，但肯定是beat卖方预期的。游戏收入少了大概1亿，不过从10月的流水来看还是Ok的，不至于再像去年一样担心退潮的风险。至于EPS不及预期，这个问题不大，高增长的企业市场对于亏损容忍度一直很高，近一年多的财报大家应该都习惯了。全年的指引上调了一点，基本在预期内，聊胜于无。不过别忘了“还行吧”的指引还有Shopify，照样推着股价一路向上走，所以Sea这种走法确实有点跌过头了。如果要解释的话，主要是此前提到的拉美通胀问题，以及担心游戏的退潮。但是这两个问题市场已经消化比较久了，这波高开低走属实过分了。当然如果是中长线选手，就心态放平坐稳吧，毕竟在千亿级体量的玩家中，Sea的稀缺性还是T1级的，没啥其他标的还能有这么强的增长动能。具体从数据来看看：Sea季度营收数据来源：财报营收还是三位数同比增长122%，其中主要是电商拉动，同比增134%。游戏环比持平，同比增29%。此前我们有分析过，在千亿级的玩家中，没有一家像Sea一样保持高增长的同时，进行业务结构的巨大调整（5年左右时间电商占比从1/3到2/3）——Sea的扩张和增长动能确实太强了，战略布局、执行力都属顶尖。值得一提的是，金融服务（支付）也有非常强劲的增长，Q3 TPV（总支付额）达到46亿美元，同比增长111%；季度数字钱包的付费用户同比高增120%，达到3930万。Sea游戏用户季度数据来源：财报再细分些来看，游戏季活跃玩家达到7.29亿，同比增长27%，环比基本持平——增长基本快接近天花板了，容易让市场再次担心退潮的问题。不过好在","listText":"作者 | 社长数据支持 | 勾股大数据有东南亚小腾讯+阿里之称的Sea发布新一季财报，盘前本来高开5个多点，但开盘即跳水，收跌近4%，一上一下高追的就被埋了10个点了。这到底是是发生了什么？其实总的来说这份财报不那么亮眼，但是也还行。电商shopee和支付的营收超买方预期一点，虽然超的不多，但肯定是beat卖方预期的。游戏收入少了大概1亿，不过从10月的流水来看还是Ok的，不至于再像去年一样担心退潮的风险。至于EPS不及预期，这个问题不大，高增长的企业市场对于亏损容忍度一直很高，近一年多的财报大家应该都习惯了。全年的指引上调了一点，基本在预期内，聊胜于无。不过别忘了“还行吧”的指引还有Shopify，照样推着股价一路向上走，所以Sea这种走法确实有点跌过头了。如果要解释的话，主要是此前提到的拉美通胀问题，以及担心游戏的退潮。但是这两个问题市场已经消化比较久了，这波高开低走属实过分了。当然如果是中长线选手，就心态放平坐稳吧，毕竟在千亿级体量的玩家中，Sea的稀缺性还是T1级的，没啥其他标的还能有这么强的增长动能。具体从数据来看看：Sea季度营收数据来源：财报营收还是三位数同比增长122%，其中主要是电商拉动，同比增134%。游戏环比持平，同比增29%。此前我们有分析过，在千亿级的玩家中，没有一家像Sea一样保持高增长的同时，进行业务结构的巨大调整（5年左右时间电商占比从1/3到2/3）——Sea的扩张和增长动能确实太强了，战略布局、执行力都属顶尖。值得一提的是，金融服务（支付）也有非常强劲的增长，Q3 TPV（总支付额）达到46亿美元，同比增长111%；季度数字钱包的付费用户同比高增120%，达到3930万。Sea游戏用户季度数据来源：财报再细分些来看，游戏季活跃玩家达到7.29亿，同比增长27%，环比基本持平——增长基本快接近天花板了，容易让市场再次担心退潮的问题。不过好在","text":"作者 | 社长数据支持 | 勾股大数据有东南亚小腾讯+阿里之称的Sea发布新一季财报，盘前本来高开5个多点，但开盘即跳水，收跌近4%，一上一下高追的就被埋了10个点了。这到底是是发生了什么？其实总的来说这份财报不那么亮眼，但是也还行。电商shopee和支付的营收超买方预期一点，虽然超的不多，但肯定是beat卖方预期的。游戏收入少了大概1亿，不过从10月的流水来看还是Ok的，不至于再像去年一样担心退潮的风险。至于EPS不及预期，这个问题不大，高增长的企业市场对于亏损容忍度一直很高，近一年多的财报大家应该都习惯了。全年的指引上调了一点，基本在预期内，聊胜于无。不过别忘了“还行吧”的指引还有Shopify，照样推着股价一路向上走，所以Sea这种走法确实有点跌过头了。如果要解释的话，主要是此前提到的拉美通胀问题，以及担心游戏的退潮。但是这两个问题市场已经消化比较久了，这波高开低走属实过分了。当然如果是中长线选手，就心态放平坐稳吧，毕竟在千亿级体量的玩家中，Sea的稀缺性还是T1级的，没啥其他标的还能有这么强的增长动能。具体从数据来看看：Sea季度营收数据来源：财报营收还是三位数同比增长122%，其中主要是电商拉动，同比增134%。游戏环比持平，同比增29%。此前我们有分析过，在千亿级的玩家中，没有一家像Sea一样保持高增长的同时，进行业务结构的巨大调整（5年左右时间电商占比从1/3到2/3）——Sea的扩张和增长动能确实太强了，战略布局、执行力都属顶尖。值得一提的是，金融服务（支付）也有非常强劲的增长，Q3 TPV（总支付额）达到46亿美元，同比增长111%；季度数字钱包的付费用户同比高增120%，达到3930万。Sea游戏用户季度数据来源：财报再细分些来看，游戏季活跃玩家达到7.29亿，同比增长27%，环比基本持平——增长基本快接近天花板了，容易让市场再次担心退潮的问题。不过好在","images":[{"img":"https://static.tigerbbs.com/cdfb7055d2006b02a45d05bc7ac037fe"},{"img":"https://static.tigerbbs.com/184d99ccc03b494564357b28840a74a3"},{"img":"https://static.tigerbbs.com/fa59fbfcbb25e4eec4bf7ed0880d8250"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878850780","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609387649,"gmtCreate":1638239588381,"gmtModify":1638239588381,"author":{"id":"4100260958031290","authorId":"4100260958031290","name":"Chase03","avatar":"https://static.tigerbbs.com/99c286c779582a5eaa820f23bc3fa482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100260958031290","authorIdStr":"4100260958031290"},"themes":[],"htmlText":"明天会更好？哈哈","listText":"明天会更好？哈哈","text":"明天会更好？哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609387649","repostId":"609315669","repostType":1,"isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877892871,"gmtCreate":1637908750336,"gmtModify":1637908750336,"author":{"id":"4100260958031290","authorId":"4100260958031290","name":"Chase03","avatar":"https://static.tigerbbs.com/99c286c779582a5eaa820f23bc3fa482","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100260958031290","authorIdStr":"4100260958031290"},"themes":[],"htmlText":"Nice consolidation for next year! 👍🏻","listText":"Nice consolidation for next year! 👍🏻","text":"Nice consolidation for next year! 👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877892871","repostId":"1144144013","repostType":4,"repost":{"id":"1144144013","kind":"news","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":1637804970,"share":"https://www.laohu8.com/m/news/1144144013?lang=&edition=full","pubTime":"2021-11-25 09:49","market":"us","language":"en","title":"Wall Street analysts' 2022 outlook for S&P 500","url":"https://stock-news.laohu8.com/highlight/detail?id=1144144013","media":"Reuters","summary":"Research analysts of global banks have begun to roll out their predictions for the U.S. equity marke","content":"<p>Research analysts of global banks have begun to roll out their predictions for the U.S. equity markets for 2022. The S&amp;P 500 index&nbsp;has risen more&nbsp;than 25% so far this year. The index closed at 4,701.46 on Wednesday.</p>\n<p>Here is a summary of some analysts' forecast for the index at the end of 2022:</p>\n<p><img src=\"https://static.tigerbbs.com/7dee3cadc9b7e52c65ba00a9b88a0e13\" tg-width=\"604\" tg-height=\"306\" referrerpolicy=\"no-referrer\"></p>\n<p>Morgan Stanley: \"While earnings for the overall index remain durable, there will be greater dispersion of winners and losers and growth rates will slow materially... 2022 will be more about stocks than sectors or styles, in our view.\"</p>\n<p>Wells Fargo: \"Persistent supply shortages and inflation pressures lead us to adjust the magnitudes of some 2022 targets, but we believe the global economy should still mark an above-average pace next year. More importantly, our tactical preferences for the next 6 to 18 months are nearly all unchanged.\"</p>\n<p>Goldman Sachs: \"Decelerating economic growth, a tightening Fed, and rising real yields suggest investors should expect modestly below-average returns next year.\"</p>\n<p>\"In contrast with our expectation during the past year, corporate tax rates will likely remain unchanged in 2022 and rise in 2023. Corporate earnings will grow and lift share prices. The equity bull market will continue.\"</p>\n<p>\"While we remain vigilant on margins, we don't think it makes sense to assume the worst on this front given the strong track record that companies have had managing through cost pressures even before the pandemic.\"</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 analysts' 2022 outlook for S&P 500</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 analysts' 2022 outlook for S&P 500\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\">2021-11-25 09:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Research analysts of global banks have begun to roll out their predictions for the U.S. equity markets for 2022. The S&amp;P 500 index&nbsp;has risen more&nbsp;than 25% so far this year. The index closed at 4,701.46 on Wednesday.</p>\n<p>Here is a summary of some analysts' forecast for the index at the end of 2022:</p>\n<p><img src=\"https://static.tigerbbs.com/7dee3cadc9b7e52c65ba00a9b88a0e13\" tg-width=\"604\" tg-height=\"306\" referrerpolicy=\"no-referrer\"></p>\n<p>Morgan Stanley: \"While earnings for the overall index remain durable, there will be greater dispersion of winners and losers and growth rates will slow materially... 2022 will be more about stocks than sectors or styles, in our view.\"</p>\n<p>Wells Fargo: \"Persistent supply shortages and inflation pressures lead us to adjust the magnitudes of some 2022 targets, but we believe the global economy should still mark an above-average pace next year. More importantly, our tactical preferences for the next 6 to 18 months are nearly all unchanged.\"</p>\n<p>Goldman Sachs: \"Decelerating economic growth, a tightening Fed, and rising real yields suggest investors should expect modestly below-average returns next year.\"</p>\n<p>\"In contrast with our expectation during the past year, corporate tax rates will likely remain unchanged in 2022 and rise in 2023. Corporate earnings will grow and lift share prices. The equity bull market will continue.\"</p>\n<p>\"While we remain vigilant on margins, we don't think it makes sense to assume the worst on this front given the strong track record that companies have had managing through cost pressures even before the pandemic.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144144013","content_text":"Research analysts of global banks have begun to roll out their predictions for the U.S. equity markets for 2022. The S&P 500 index has risen more than 25% so far this year. The index closed at 4,701.46 on Wednesday.\nHere is a summary of some analysts' forecast for the index at the end of 2022:\n\nMorgan Stanley: \"While earnings for the overall index remain durable, there will be greater dispersion of winners and losers and growth rates will slow materially... 2022 will be more about stocks than sectors or styles, in our view.\"\nWells Fargo: \"Persistent supply shortages and inflation pressures lead us to adjust the magnitudes of some 2022 targets, but we believe the global economy should still mark an above-average pace next year. More importantly, our tactical preferences for the next 6 to 18 months are nearly all unchanged.\"\nGoldman Sachs: \"Decelerating economic growth, a tightening Fed, and rising real yields suggest investors should expect modestly below-average returns next year.\"\n\"In contrast with our expectation during the past year, corporate tax rates will likely remain unchanged in 2022 and rise in 2023. Corporate earnings will grow and lift share prices. The equity bull market will continue.\"\n\"While we remain vigilant on margins, we don't think it makes sense to assume the worst on this front given the strong track record that companies have had managing through cost pressures even before the pandemic.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}