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新版小虎队
投机客,找到一个价值股,研究透它
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新版小虎队
2022-05-30
周末政策层面整体是利好的,尤其上海,一下出了一套刺激政策,但是5月份资本市场已经有了较大的提升,能否延续红盘格局,不太好说了
新版小虎队
2022-05-19
$特斯拉(TSLA)$
咋回事,不涨反而跌了呢?最近持续在下行,也该反弹了吧
新版小虎队
2022-05-18
$特斯拉(TSLA)$
看特斯拉,一定不要局限于汽车,马斯克要布局的生态,远远不只是汽车这点,可以说汽车只占一小部分,但是其他大部分会在特斯拉股票上体现出来
新版小虎队
2022-05-18
$美团-W(03690)$
为啥没人提外卖小哥的社保啥的啦,疫情期间,外卖小哥做了多大贡献啊
新版小虎队
2022-05-19
$曼格纳国际(MGA)$
汽车供应链龙头,今年受原材料涨价,俄乌冲突以及新冠影响,业绩很有压力啊
新版小虎队
2022-05-18
$中公教育(002607)$
职业教育,利润高的一逼,k12挣的是辛苦钱和家长的焦虑钱。职业教育挣的是心甘情愿的钱,比k12强多了
新版小虎队
2022-05-18
$经纬恒润(688326)$
恒润最近反弹可以啊,快要突破发行价了,可惜打新的朋友们,都割肉了吧?
新版小虎队
2022-05-19
$腾讯控股(00700)$
腾讯今天走势不乐观呀,咋回事,难道政策刺激不到位?刚开完业绩说明会,应该好啊
新版小虎队
2022-06-02
$新纽科技(09600)$
像这种突然放量的SaaS概念股,赛道空间比K线更有参考意义吧?
新版小虎队
2022-06-02
$特斯拉(TSLA)$
马斯克这个资本家,要求员工都结束远程办公
新版小虎队
2022-05-31
$上证指数(000001.SH)$
又到了人人盈利的局面,很多人觉得小牛来了,但是别忘了风险,股市的收割机从来没有停过,总是在希望中偷袭
新版小虎队
2022-05-27
$小米集团-W(01810)$
你觉得小米股价走出微笑曲线有机会吗
新版小虎队
2022-05-22
$新东方-S(09901)$
非常佩服老俞的体面,但是股价有点不体面,希望新东方可以转型成功
新版小虎队
2022-05-22
$中公教育(002607)$
中公教育不涉及k12教育吧,双减政策对它有影响?
新版小虎队
2022-05-22
$经纬恒润(688326)$
恒润关注度这么低吗?汽车电子市场空间非常巨大,那么高的发行价,应该还有上行空间的
新版小虎队
2022-05-19
这种常规公告,应该算是中性
青龙管业(002457.SZ)签订7373.01万元的采购合同
新版小虎队
2022-05-19
主要是预期没兑现
京东、腾讯两份财报,折射出同一个问题
新版小虎队
2022-05-19
$经纬恒润(688326)$
好不容易快到发行价了,又下来啦,看来突破发行价,还需要很长的路要走
新版小虎队
2022-05-19
$苹果(AAPL)$
苹果的伟大,在于极致的创新,让大多数人都能接受,让人觉得用苹果有面儿,一般产品,很难做到
新版小虎队
2022-05-19
职业教育为何受疫情影响那么大,难道不是一直以线上为主吗
抱歉,原内容已删除
去老虎APP查看更多动态
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18:47","market":"hk","language":"zh","title":"青龙管业(002457.SZ)签订7373.01万元的采购合同","url":"https://stock-news.laohu8.com/highlight/detail?id=2236176132","media":"智通财经","summary":"智通财经APP讯,青龙管业(002457.SZ)发布公告,2022年5月17日,公司收到了经双方签字盖章的甘肃山丹水利水电工程局有限责任公司山丹河上游水系连通工程预应力钢筒钢筋砼管采购项目合同,合同总金额为7373.01万元。","content":"<html><body><p>智通财经APP讯,<a href=\"https://laohu8.com/S/002457\">青龙管业</a>(002457.SZ)发布公告,2022年5月17日,公司收到了经双方签字盖章的甘肃山丹水利水电工程局有限责任公司山丹河上游水系连通工程预应力钢筒钢筋砼管采购项目合同,合同总金额为7373.01万元。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>青龙管业(002457.SZ)签订7373.01万元的采购合同</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n青龙管业(002457.SZ)签订7373.01万元的采购合同\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-17 18:47 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/724790.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP讯,青龙管业(002457.SZ)发布公告,2022年5月17日,公司收到了经双方签字盖章的甘肃山丹水利水电工程局有限责任公司山丹河上游水系连通工程预应力钢筒钢筋砼管采购项目合同,合同总金额为7373.01万元。</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/724790.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"002457":"青龙管业"},"source_url":"http://www.zhitongcaijing.com/content/detail/724790.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236176132","content_text":"智通财经APP讯,青龙管业(002457.SZ)发布公告,2022年5月17日,公司收到了经双方签字盖章的甘肃山丹水利水电工程局有限责任公司山丹河上游水系连通工程预应力钢筒钢筋砼管采购项目合同,合同总金额为7373.01万元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615219002,"gmtCreate":1652968257006,"gmtModify":1652968257006,"author":{"id":"4115805108313940","authorId":"4115805108313940","name":"新版小虎队","avatar":"https://static.tigerbbs.com/113f90e359e8ebfcd1b82a5b0ca4657a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115805108313940","authorIdStr":"4115805108313940"},"themes":[],"htmlText":"主要是预期没兑现","listText":"主要是预期没兑现","text":"主要是预期没兑现","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/615219002","repostId":"1160663768","repostType":2,"repost":{"id":"1160663768","kind":"news","pubTimestamp":1652965786,"share":"https://www.laohu8.com/m/news/1160663768?lang=&edition=full","pubTime":"2022-05-19 21:09","market":"us","language":"zh","title":"京东、腾讯两份财报,折射出同一个问题","url":"https://stock-news.laohu8.com/highlight/detail?id=1160663768","media":"财富FORTUNE","summary":"一切都为了长期目标,这或许正是京东和腾讯需要的答案。","content":"<html><head></head><body><p>作者:杨安琪</p><p>两家《财富》世界500强公司在连续两天内发布的第一季度财报,折射出疫情大环境之下的挑战。</p><p>5月18日,京东发布的业绩公告显示,今年一季度,京东总营收为2397亿元,同比增长18%。虽然营收在增长,但却也是京东上市以来最低单季度增长。另外,财报显示,2022年第一季度归属于普通股股东的净亏损为30亿元人民币,而去年同期净利润为36亿元。</p><p>5月19日,腾讯控股发布的业绩公告显示,今年一季度腾讯总营收为1354.7亿元,同比增长为0。净利润为234.1亿元人民币,同比下跌51%。</p><p>两份财报折射出同样一个问题:疫情之下的挑战持续发酵。</p><p>对于增长放缓以及亏损,京东将原因归结为:对基础设施、技术研发、员工薪酬福利的持续投入,全力支持上海等多地抗疫保供,并且全面支持合作伙伴减少疫情的影响和让利给消费者。</p><p>“一方面,我们的收入和利润增长放缓;另一方面,我们可以利用它作为一个机会,转向更高质量的发展,”腾讯创始人马化腾在本周发布的社会价值报告中写道,他称这是“困难但正确的事情”。</p><p>京东集团CEO徐雷在财报发布后的分析师会议上表示,2020 年、2021 年时,对互联网电商来说,国内疫情的影响应该是利好的:当时受影响面比较小,受影响时间也比较短,线下消费有明显转移到线上来的趋势。但这次的疫情对线上、线下企业来说是一次双杀。</p><p>另外他指出,疫情导致消费者对收入信心不足,整体的消费情况比较低迷。“大家可以看到统计局4 月份给出的数据,我们观测到高客单价商品的消费力不强,即便流量、用户正增长的情况下,4、5 月的客单价同比都在下降。”</p><p>疫情给所有企业均带来了难以预料的挑战,并非只有京东一家,但京东的优势在于其长期打造的供应链体系。</p><p>徐雷特别解释了京东供应链与疫情之间的关系:“第一,今年的宏观环境加上疫情的影响,我们可以看到现代化供应链的重要程度已经得到了国家与行业的高度认可;第二,关于京东的供应链能力,不仅仅是大家平时看到的我们的物理能力 —— 如仓储、配送、履约网络等等这些大家能够真实看到的,实际上还包括算法能力、行业诀窍,甚至包括与一些重大品牌商的供应链协同,将这些结合起来才是京东真正的供应链能力,这不是某些企业通过在终端的补贴或者上游的现金采买能够快速实现的;最后,供应链讲究的是稳定性和确定性,今年的疫情是非常极端、特殊的情况,我们会积极运用京东的专业能力和履约仓配能力,尽可能地破局。”</p><p>对于腾讯而言,监管使腾讯降低了国内游戏收入比例。在游戏业务板块,腾讯第一季度游戏收入达436亿元,其中国际市场游戏收入为106亿元人民币,同比增长4%;本土市场收入330亿元,同比下降1%。</p><p>中信证券认为,未成年人防沉迷机制导致国内游戏收入承压。腾讯表示,通过领先行业的未成年人保护措施,腾讯国内未成年人的游戏时长和流水占比已稳定处于极低水平。</p><p>在财报电话会议上,腾讯首席战略官声称对“对版号的恢复发放非常满意”,不过利好兑现还需时日。原因在于,目前游戏版号发放已经重启,虽然首批版号名单并无腾讯,但考虑到腾讯目前储备有《全境封锁 2》、《黎明觉醒》等游戏,因此对于腾讯而言,版号重启更大的利好体现在监管趋势逐渐明朗,压力相对释放。</p><p>另外一个积极的信号是,腾讯To B 收入的增长。在其“930变革”逾三年,腾讯To B收入占比从2019年第一季度的25.5%提升到2022年第一季度的32%,达到428亿元。同时,在业务达到一定规模后,腾讯主动调整收入结构,聚焦高毛利率的PaaS产品。</p><p>显然,这两家中国的《财富》世界500强公司在第一季度均遭遇不同程度的挑战,这些挑战更多来自外部,而非其本身。总结来说,两家公司均没有经历过一个完整的经济周期,现在疫情更加加剧了这种挑战。</p><p>其实在面对低谷期时,亚马逊创始人贝索斯早已给出了方向:一切都为了长期目标。这或许正是京东和腾讯需要的答案。</p></body></html>","source":"lsy1651116200640","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>京东、腾讯两份财报,折射出同一个问题</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n京东、腾讯两份财报,折射出同一个问题\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-19 21:09 北京时间 <a href=https://mp.weixin.qq.com/s/m7uQQyaAQ-WjBzcyEDf6lQ><strong>财富FORTUNE</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:杨安琪两家《财富》世界500强公司在连续两天内发布的第一季度财报,折射出疫情大环境之下的挑战。5月18日,京东发布的业绩公告显示,今年一季度,京东总营收为2397亿元,同比增长18%。虽然营收在增长,但却也是京东上市以来最低单季度增长。另外,财报显示,2022年第一季度归属于普通股股东的净亏损为30亿元人民币,而去年同期净利润为36亿元。5月19日,腾讯控股发布的业绩公告显示,今年一季度腾讯...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/m7uQQyaAQ-WjBzcyEDf6lQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8d020f143007a556fdf17e9d46648f38","relate_stocks":{"00700":"腾讯控股","JD":"京东","09618":"京东集团-SW"},"source_url":"https://mp.weixin.qq.com/s/m7uQQyaAQ-WjBzcyEDf6lQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160663768","content_text":"作者:杨安琪两家《财富》世界500强公司在连续两天内发布的第一季度财报,折射出疫情大环境之下的挑战。5月18日,京东发布的业绩公告显示,今年一季度,京东总营收为2397亿元,同比增长18%。虽然营收在增长,但却也是京东上市以来最低单季度增长。另外,财报显示,2022年第一季度归属于普通股股东的净亏损为30亿元人民币,而去年同期净利润为36亿元。5月19日,腾讯控股发布的业绩公告显示,今年一季度腾讯总营收为1354.7亿元,同比增长为0。净利润为234.1亿元人民币,同比下跌51%。两份财报折射出同样一个问题:疫情之下的挑战持续发酵。对于增长放缓以及亏损,京东将原因归结为:对基础设施、技术研发、员工薪酬福利的持续投入,全力支持上海等多地抗疫保供,并且全面支持合作伙伴减少疫情的影响和让利给消费者。“一方面,我们的收入和利润增长放缓;另一方面,我们可以利用它作为一个机会,转向更高质量的发展,”腾讯创始人马化腾在本周发布的社会价值报告中写道,他称这是“困难但正确的事情”。京东集团CEO徐雷在财报发布后的分析师会议上表示,2020 年、2021 年时,对互联网电商来说,国内疫情的影响应该是利好的:当时受影响面比较小,受影响时间也比较短,线下消费有明显转移到线上来的趋势。但这次的疫情对线上、线下企业来说是一次双杀。另外他指出,疫情导致消费者对收入信心不足,整体的消费情况比较低迷。“大家可以看到统计局4 月份给出的数据,我们观测到高客单价商品的消费力不强,即便流量、用户正增长的情况下,4、5 月的客单价同比都在下降。”疫情给所有企业均带来了难以预料的挑战,并非只有京东一家,但京东的优势在于其长期打造的供应链体系。徐雷特别解释了京东供应链与疫情之间的关系:“第一,今年的宏观环境加上疫情的影响,我们可以看到现代化供应链的重要程度已经得到了国家与行业的高度认可;第二,关于京东的供应链能力,不仅仅是大家平时看到的我们的物理能力 —— 如仓储、配送、履约网络等等这些大家能够真实看到的,实际上还包括算法能力、行业诀窍,甚至包括与一些重大品牌商的供应链协同,将这些结合起来才是京东真正的供应链能力,这不是某些企业通过在终端的补贴或者上游的现金采买能够快速实现的;最后,供应链讲究的是稳定性和确定性,今年的疫情是非常极端、特殊的情况,我们会积极运用京东的专业能力和履约仓配能力,尽可能地破局。”对于腾讯而言,监管使腾讯降低了国内游戏收入比例。在游戏业务板块,腾讯第一季度游戏收入达436亿元,其中国际市场游戏收入为106亿元人民币,同比增长4%;本土市场收入330亿元,同比下降1%。中信证券认为,未成年人防沉迷机制导致国内游戏收入承压。腾讯表示,通过领先行业的未成年人保护措施,腾讯国内未成年人的游戏时长和流水占比已稳定处于极低水平。在财报电话会议上,腾讯首席战略官声称对“对版号的恢复发放非常满意”,不过利好兑现还需时日。原因在于,目前游戏版号发放已经重启,虽然首批版号名单并无腾讯,但考虑到腾讯目前储备有《全境封锁 2》、《黎明觉醒》等游戏,因此对于腾讯而言,版号重启更大的利好体现在监管趋势逐渐明朗,压力相对释放。另外一个积极的信号是,腾讯To B 收入的增长。在其“930变革”逾三年,腾讯To B收入占比从2019年第一季度的25.5%提升到2022年第一季度的32%,达到428亿元。同时,在业务达到一定规模后,腾讯主动调整收入结构,聚焦高毛利率的PaaS产品。显然,这两家中国的《财富》世界500强公司在第一季度均遭遇不同程度的挑战,这些挑战更多来自外部,而非其本身。总结来说,两家公司均没有经历过一个完整的经济周期,现在疫情更加加剧了这种挑战。其实在面对低谷期时,亚马逊创始人贝索斯早已给出了方向:一切都为了长期目标。这或许正是京东和腾讯需要的答案。","news_type":1},"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615237707,"gmtCreate":1652968061709,"gmtModify":1652968061709,"author":{"id":"4115805108313940","authorId":"4115805108313940","name":"新版小虎队","avatar":"https://static.tigerbbs.com/113f90e359e8ebfcd1b82a5b0ca4657a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115805108313940","authorIdStr":"4115805108313940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/688326\">$经纬恒润(688326)$</a>好不容易快到发行价了,又下来啦,看来突破发行价,还需要很长的路要走","listText":"<a 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