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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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热门
新版小虎队
2022-06-21
$新东方-S(09901)$
机构出货出的差不多了吧
新版小虎队
2022-06-17
$经纬恒润(688326)$
恒润的上涨,还没结束
新版小虎队
2022-06-16
$新东方-S(09901)$
靠直播真的能拯救这家公司?
新版小虎队
2022-06-14
$成实外教育(01565)$
突然就火起来了,难道是暑假快来了?
新版小虎队
2022-06-14
$新东方-S(09901)$
靠老俞一个人的直播,能否拯救新东方?
新版小虎队
2022-06-13
$新东方-S(09901)$
俞老师教育带货这个热点,没被炒出来
新版小虎队
2022-06-10
$新东方-S(09901)$
教育数字化变革,新东方涨了,这个不是个花钱的事吗?涨的逻辑是?
新版小虎队
2022-06-10
$上证指数(000001.SH)$
大盘最近压力不小,想突破,但是卖盘太多,突破不动,只好向下走喽
新版小虎队
2022-06-08
$比亚迪(002594)$
很多人非常看好比亚迪,并且已经远远超过吉利
新版小虎队
2022-06-08
$经纬恒润(688326)$
简直就是嘲笑,到发行价,一分也不敢高
新版小虎队
2022-06-08
$新纽科技(09600)$
去医院看看,就知道医疗信息化建设服务的需求有多迫切
新版小虎队
2022-06-08
$曼格纳国际(MGA)$
疫情之后,汽车的需求还是很旺盛的,麦格纳这股价,还有空间
新版小虎队
2022-06-07
$德新交运(603032)$
德新交运怎么配得上这么高的股价
新版小虎队
2022-06-06
$新纽科技(09600)$
接受回调2个点以内
新版小虎队
2022-06-02
$中体产业(600158)$
体育股涨,是因为复工复产吗?
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
2022-06-01
$新纽科技(09600)$
自选里今天涨幅最大的
新版小虎队
2022-06-01
$腾讯控股(00700)$
平台经济,还有比腾讯更符合的没,能不能把一些好资产在A股上市?
新版小虎队
2022-06-01
$经纬恒润(688326)$
恒润属于汽车电子板块,外资很喜欢的板块,关注度怎么这么低
去老虎APP查看更多动态
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18:47","market":"sh","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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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":197,"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},"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","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","09618":"京东集团-SW","JD":"京东"},"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 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