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kasea
12-17 18:52
$特斯拉(TSLA)$
万一嗲下来咋办?
kasea
12-17 14:36
$恒生科技指数(HSTECH)$
垃圾就是垃圾,怎么上去怎么下来[捂脸] 害怕中概了
kasea
12-13
不看好
港股打新—主营徽菜的小菜园在港股IPO
kasea
12-12
$特斯拉(TSLA)$
佩服,这波能冲到500吗?
kasea
12-12
$A50指数主连 2412(CNmain)$
凉了凉了
kasea
12-09
$阿里巴巴(BABA)$
疯了
kasea
12-09
$京东(JD)$
疯了疯了
kasea
12-03
$快手-W(01024)$
马上进入恒指,洗筹也洗得差不多了,坐等你起飞🛫
kasea
11-21
$快手-W(01024)$
拖累大盘,知道你可能会跌,没想到杀得特狠,躺平了
kasea
11-21
$快手-W(01024)$
???WTF
kasea
11-20
$蔚来(NIO)$
不看好换电……每个月还有多花几百的租电模式,感觉买车就买了个壳子,一个壳子值10多w?消费者不是傻子……
kasea
11-20
$快手-W(01024)$
快手回购力度很大,就是不太会宣传……被低估了,短视频行业至少未来三年都是确定性比较大的行业。
kasea
11-19
$小米集团-W(01810)$
杀得好凶
kasea
11-15
$阿里巴巴(BABA)$
反攻开始了,技术线调整到位,冲冲冲,再跌就完全打熊猫🐼的脸了
kasea
11-15
$快手-W(01024)$
12·14前看多到73左右,公司已经给暗示了,坐等吃肉🥩
kasea
11-14
$特斯拉(TSLA)$
量能跟不上,空头杀完杀多头,这才是特斯拉该有的样子,专杀期权[开心]
kasea
11-14
$特斯拉(TSLA)$
还好跑了[笑哭] 特斯拉靠信仰回本的股票[捂脸] 拉爆空头接着拉爆多头,短期应该杀多头期权,继续无情下杀,老股民都知道特斯拉的无情[流泪]
kasea
11-13
$特斯拉(TSLA)$
绑定建国并不能马上给公司带来效益,全靠情绪带上去的,慢慢都会回到现实[流泪]
kasea
11-12
$三倍做多富时中国ETF-Direxion(YINN)$
套牢了……暴跌大半,直接懵逼
kasea
11-12
$恒生科技指数(HSTECH)$
不行就闭市了吧
去老虎APP查看更多动态
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22:34","market":"other","language":"zh","title":"港股打新—主营徽菜的小菜园在港股IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=2490878853","media":"市场资讯","summary":"小菜园开业至今坚持直营模式,门店数量增长并不快、选址大多集中在华东地区。其中,“菜手”是小菜园2023年第四季度推出的一个社区餐饮品牌,定位社区食堂。不过,今年前8个月与2023年同期相比,小菜园门店层面经营利润率由21.3%降至17.8%。小菜园本次IPO发行股份占全部股份比例为8.6%,按照招股价8.5港元算,募资约8.6亿,没有基石都是流通盘,这个盘子太大啦。","content":"<html><body><div>\n<p cms-style=\"font-L\">金融、地产、餐饮以及<font cms-style=\"font-L\">亏损的生物医药公司,<font cms-style=\"font-L\">这些行业很难在A股上市,只能到香港IPO,也算是给这些公司一个募资发展壮大的机会,毕竟这些行业也提供了很多就业岗位,是发展<font cms-style=\"font-L\">经济的重要一环。</font></font></font></p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">一、招股信息</font></p><div><img cms-height=\"590.844\" cms-width=\"578\" src=\"http://n.sinaimg.cn/spider20241212/584/w1080h1104/20241212/a847-89a50caf11e1d7a7268a2e94459aa046.png\"/><span></span></div><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">二、公司概况</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\"><a href=\"https://laohu8.com/S/00999\">小菜园</a>成立于2013年,主营徽菜,定位为“大众便民中式餐饮”,客单价50~100元。其招牌菜有徽州臭鳜鱼、农家红烧肉、瓦罐汤、石板蒜蓉虾、地锅仔鸡等。</font></p><div><img cms-height=\"463.469\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20241212/184/w1059h725/20241212/0e4e-38bc74fe7a0f8e7943c11e5a0da24f8c.jpg\"/><span></span></div><p cms-style=\"font-L\"><font cms-style=\"font-L\"><a href=\"https://laohu8.com/S/00999\">小菜园</a>开业至今坚持直营模式,门店数量增长并不快、选址大多集中在华东地区。截至2024年8月31日,在营门店数为640家,覆盖中国14个省份的146个城市或县,拥有8.2万名注册会员。</font><font cms-style=\"font-L\">品牌组合,包括“小菜园”“观邸”“复兴楼”及“菜手”等。其中,“菜手”是小菜园2023年第四季度推出的一个社区餐饮品牌,定位社区食堂。</font></p><p cms-style=\"font-L\">就2023年门店收入而言,“小菜园”在中国大众便民餐饮市场的所有品牌中排名第一,市场份额占比为0.2%。</p><div><img cms-height=\"551.375\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20241212/481/w706h575/20241212/2fe6-b4ce71f405d281525f78684b2ad16f83.jpg\"/><span></span></div><p cms-style=\"font-L\">财务数据显示:2021-2023年,小菜园营业收入分别为26.46亿元、32.13亿元、45.49亿元;同期净利润分别为2.27亿元、2.38亿元、5.32亿元。2024年1-8月,小菜园营收35.44亿元,同比增长15%;净利润4亿元,同比增长1.5%。</p><p cms-style=\"font-L\">2021年至2023年、以及今年前8个月,小菜园外卖业务收入占总收入的百分比逐步提升,分别为15.5%、32.0%、32.8%以及37.0%;同期,“小菜园”门店外卖订单单均消费额分别为85.0元、74.5元、78.6元以及71.2元。<font cms-style=\"font-L\">外卖的客单价已远超堂食客单价。</font></p><p cms-style=\"font-L\">众所周知,毛利率可以更直观地看出盈利能力,餐饮业的毛利率一般在30%-60%之间。</p><p cms-style=\"font-L\">而2021年至2023年、以及今年前8个月,小菜园的毛利率分别为65.5%、66.1%、68.5%以及67.8%。这意味着每消费100元的菜品,就有超过65元的利润,盈利水平相当可观。</p><p cms-style=\"font-L\">不过,今年前8个月与2023年同期相比,小菜园门店层面经营利润率由21.3%降至17.8%。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">三、综合点评</font></p><p cms-style=\"font-L\">行业方面,在港上市餐企有<a href=\"https://laohu8.com/S/06862\">海底捞</a>、<a href=\"https://laohu8.com/S/09922\">九毛九</a>、<a href=\"https://laohu8.com/S/00520\">呷哺呷哺</a>、<font cms-style=\"font-L\"><a href=\"https://laohu8.com/S/00573\">稻香控股</a>、<a href=\"https://laohu8.com/S/01181\">唐宫中国</a>、味千中国</font>等。其中最有参考价值的是<font cms-style=\"font-L\">九毛九,截止今年9月底<font cms-style=\"font-L\">九毛九</font>旗下有824家店,2021年~2023年以及今年上半年营收分别是41.8亿港币、40.06亿、59.86亿和30.64亿,同期净利润分别是3.72亿、0.56亿、4.8亿和0.68亿,现在市值57.8亿,滚动估值17倍。</font></p><p cms-style=\"font-L\">相比之下小菜园今年上半年盈利4亿,动态估值13倍,估值不贵。公司还准备用募集来的钱在<font cms-style=\"font-L\">2025年、2026年分别新开160家、180家小菜园门店,还在快速扩张,餐饮企业上市后赚的就是门店扩张带来的净利润增加的钱,这票基本面还过得去。</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L\">小菜园</font>本次IPO发行股份占全部股份比例为8.6%,按照招股价8.5港元算,募资约8.6亿,没有基石都是流通盘,这个盘子太大啦。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L strong-Bold\">小菜园</font>目前孖展不足额,最终大概率不会超购15倍启动回拨至30%,</font></font><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L strong-Bold\">甲乙组各6312手,按5000人申购算,预估一手中签率50%。</font></font></font></font></font></font></p><div><img cms-height=\"1101.34\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20241212/575/w828h1347/20241212/a4f6-52b95032fc3350d1e6280e621587fa43.jpg\"/><span></span></div><p cms-style=\"font-L\">流通盘大,没有基石,保荐人华泰又拉垮,我怕上的是菜单而不是菜桌。</p><p>(转自:郭二侠说财)</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","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>港股打新—主营徽菜的小菜园在港股IPO</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港股打新—主营徽菜的小菜园在港股IPO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-12 22:34 北京时间 <a href=https://finance.sina.com.cn/roll/2024-12-12/doc-inczfmwf2773314.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金融、地产、餐饮以及亏损的生物医药公司,这些行业很难在A股上市,只能到香港IPO,也算是给这些公司一个募资发展壮大的机会,毕竟这些行业也提供了很多就业岗位,是发展经济的重要一环。一、招股信息二、公司概况小菜园成立于2013年,主营徽菜,定位为“大众便民中式餐饮”,客单价50~100元。其招牌菜有徽州臭鳜鱼、农家红烧肉、瓦罐汤、石板蒜蓉虾、地锅仔鸡等。小菜园开业至今坚持直营模式,门店数量增长并不快、...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2024-12-12/doc-inczfmwf2773314.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"YANG":"三倍做空富时中国ETF-Direxion","HSCEI":"国企指数","00999":"小菜园","HSTECH":"恒生科技指数"},"source_url":"https://finance.sina.com.cn/roll/2024-12-12/doc-inczfmwf2773314.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2490878853","content_text":"金融、地产、餐饮以及亏损的生物医药公司,这些行业很难在A股上市,只能到香港IPO,也算是给这些公司一个募资发展壮大的机会,毕竟这些行业也提供了很多就业岗位,是发展经济的重要一环。一、招股信息二、公司概况小菜园成立于2013年,主营徽菜,定位为“大众便民中式餐饮”,客单价50~100元。其招牌菜有徽州臭鳜鱼、农家红烧肉、瓦罐汤、石板蒜蓉虾、地锅仔鸡等。小菜园开业至今坚持直营模式,门店数量增长并不快、选址大多集中在华东地区。截至2024年8月31日,在营门店数为640家,覆盖中国14个省份的146个城市或县,拥有8.2万名注册会员。品牌组合,包括“小菜园”“观邸”“复兴楼”及“菜手”等。其中,“菜手”是小菜园2023年第四季度推出的一个社区餐饮品牌,定位社区食堂。就2023年门店收入而言,“小菜园”在中国大众便民餐饮市场的所有品牌中排名第一,市场份额占比为0.2%。财务数据显示:2021-2023年,小菜园营业收入分别为26.46亿元、32.13亿元、45.49亿元;同期净利润分别为2.27亿元、2.38亿元、5.32亿元。2024年1-8月,小菜园营收35.44亿元,同比增长15%;净利润4亿元,同比增长1.5%。2021年至2023年、以及今年前8个月,小菜园外卖业务收入占总收入的百分比逐步提升,分别为15.5%、32.0%、32.8%以及37.0%;同期,“小菜园”门店外卖订单单均消费额分别为85.0元、74.5元、78.6元以及71.2元。外卖的客单价已远超堂食客单价。众所周知,毛利率可以更直观地看出盈利能力,餐饮业的毛利率一般在30%-60%之间。而2021年至2023年、以及今年前8个月,小菜园的毛利率分别为65.5%、66.1%、68.5%以及67.8%。这意味着每消费100元的菜品,就有超过65元的利润,盈利水平相当可观。不过,今年前8个月与2023年同期相比,小菜园门店层面经营利润率由21.3%降至17.8%。三、综合点评行业方面,在港上市餐企有海底捞、九毛九、呷哺呷哺、稻香控股、唐宫中国、味千中国等。其中最有参考价值的是九毛九,截止今年9月底九毛九旗下有824家店,2021年~2023年以及今年上半年营收分别是41.8亿港币、40.06亿、59.86亿和30.64亿,同期净利润分别是3.72亿、0.56亿、4.8亿和0.68亿,现在市值57.8亿,滚动估值17倍。相比之下小菜园今年上半年盈利4亿,动态估值13倍,估值不贵。公司还准备用募集来的钱在2025年、2026年分别新开160家、180家小菜园门店,还在快速扩张,餐饮企业上市后赚的就是门店扩张带来的净利润增加的钱,这票基本面还过得去。小菜园本次IPO发行股份占全部股份比例为8.6%,按照招股价8.5港元算,募资约8.6亿,没有基石都是流通盘,这个盘子太大啦。小菜园目前孖展不足额,最终大概率不会超购15倍启动回拨至30%,甲乙组各6312手,按5000人申购算,预估一手中签率50%。流通盘大,没有基石,保荐人华泰又拉垮,我怕上的是菜单而不是菜桌。(转自:郭二侠说财)\n\n\n\n海量资讯、精准解读,尽在新浪财经APP","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380828157050984,"gmtCreate":1734006682477,"gmtModify":1734006684394,"author":{"id":"4135341184423600","authorId":"4135341184423600","name":"kasea","avatar":"https://static.tigerbbs.com/a7ad72ac8f825be1aa2282fb4a810bf9","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4135341184423600","authorIdStr":"4135341184423600"},"themes":[],"htmlText":"<a 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嗯~现在看到的不是机会,而是收割前的最后狂欢…身边的人个个都买日经美股,老美德行大概率降息是不可能降息的,银行崩了刚好把润出去富人的钱合法化,随便安排一个银行接管,阿三日韩股市拉高老美背后偷偷减持……反正大伙眼睛雪亮一些,这个游戏玩家是老美,2024祝大家发财🤑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/273475494228152","isVote":1,"tweetType":1,"viewCount":3608,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3550079459427030","authorId":"3550079459427030","name":"蓝蓝白云天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3550079459427030","authorIdStr":"3550079459427030"},"content":"随时可能坍塌,一步之遥!","text":"随时可能坍塌,一步之遥!","html":"随时可能坍塌,一步之遥!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":271517565395184,"gmtCreate":1707326356965,"gmtModify":1707326358760,"author":{"id":"4135341184423600","authorId":"4135341184423600","name":"kasea","avatar":"https://static.tigerbbs.com/a7ad72ac8f825be1aa2282fb4a810bf9","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4135341184423600","authorIdStr":"4135341184423600"},"themes":[],"htmlText":"Em……阿里最后会慢慢被拼多多、抖音、以及视频号、小红书等电商平台蚕食市场份额,阿里终将成为历史……","listText":"Em……阿里最后会慢慢被拼多多、抖音、以及视频号、小红书等电商平台蚕食市场份额,阿里终将成为历史……","text":"Em……阿里最后会慢慢被拼多多、抖音、以及视频号、小红书等电商平台蚕食市场份额,阿里终将成为历史……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/271517565395184","repostId":"1163151425","repostType":2,"repost":{"id":"1163151425","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1707305451,"share":"https://www.laohu8.com/m/news/1163151425?lang=&edition=full","pubTime":"2024-02-07 19:30","market":"hk","language":"zh","title":"阿里巴巴2024财年Q3营收2603.5亿元,扩大股票回购规模","url":"https://stock-news.laohu8.com/highlight/detail?id=1163151425","media":"老虎资讯综合","summary":"阿里巴巴将股票回购计划规模扩大250亿美元。","content":"<html><head></head><body><p><strong>阿里巴巴2024财年第三财季营收2603.5亿元人民币(单位下同),同比增长5%。预估2612.5亿元,上年同期2477.6亿元。</strong></p><p>第三财季净利润为107.17亿元,同比下滑77%;不按美国通用会计准则,净利润为479.51亿元,同比下滑4%。</p><p>第三财季调整后每ADS收益18.97元,同比下降2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48170e9605a3b80605e84daa05f63697\" title=\"\" tg-width=\"640\" tg-height=\"463\"/></p><p><strong>增加回购规模</strong></p><p><strong>阿里巴巴宣布将股份回购计划增加250亿美元,股份回购总规模增至650亿美元,回购有效期将延长至2027年3月底。</strong>此前,阿里巴巴创始人马云、蔡崇信也大幅增持阿里股票。</p><p><strong>股价表现</strong></p><p>阿里巴巴盘前股价震荡,一度涨5%,截至发稿转为跌超1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c1fc8018a85e9d709962679cc051d3\" tg-width=\"1406\" tg-height=\"646\"/></p><p><strong>业务分项</strong></p><p>阿里巴巴:正在进行淘天集团的复兴,为未来增长定位。2024财年第三季度淘天集团总收入达181.8亿美元。</p><p><strong>阿里云季度营收增长3%至280.66亿元,经调整EBITA利润猛增86%至23.64亿元,创财年新高。</strong></p><p>由饿了么和高德增长所带动,本地生活集团订单同比增长超过20%。此外,饿了么亏损同比持续大幅收窄,带动本地生活集团经调整EBITA(经营损益)收窄三成至20.68亿元人民币。</p><p>菜鸟集团本季度营收284.76亿元人民币,同比增长24%。跨境物流依然是菜鸟强劲的增长动力。本季度,菜鸟跨境物流旗舰产品“全球5日达”能力覆盖至10个国家,订单实现三位数环比增长。菜鸟经调整EBITA为9.61亿元人民币。</p><p>三季度,速卖通AliExpress订单强劲增长60%,阿里国际电商收入增长44%,连续6个季度超出市场预期。</p><p>三季度来自大文娱集团(DMEG)的营收为50.40亿元(约合7.10亿美元),同比增长18%。</p></body></html>","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>阿里巴巴2024财年Q3营收2603.5亿元,扩大股票回购规模</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阿里巴巴2024财年Q3营收2603.5亿元,扩大股票回购规模\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-02-07 19:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>阿里巴巴2024财年第三财季营收2603.5亿元人民币(单位下同),同比增长5%。预估2612.5亿元,上年同期2477.6亿元。</strong></p><p>第三财季净利润为107.17亿元,同比下滑77%;不按美国通用会计准则,净利润为479.51亿元,同比下滑4%。</p><p>第三财季调整后每ADS收益18.97元,同比下降2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48170e9605a3b80605e84daa05f63697\" title=\"\" tg-width=\"640\" tg-height=\"463\"/></p><p><strong>增加回购规模</strong></p><p><strong>阿里巴巴宣布将股份回购计划增加250亿美元,股份回购总规模增至650亿美元,回购有效期将延长至2027年3月底。</strong>此前,阿里巴巴创始人马云、蔡崇信也大幅增持阿里股票。</p><p><strong>股价表现</strong></p><p>阿里巴巴盘前股价震荡,一度涨5%,截至发稿转为跌超1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c1fc8018a85e9d709962679cc051d3\" tg-width=\"1406\" tg-height=\"646\"/></p><p><strong>业务分项</strong></p><p>阿里巴巴:正在进行淘天集团的复兴,为未来增长定位。2024财年第三季度淘天集团总收入达181.8亿美元。</p><p><strong>阿里云季度营收增长3%至280.66亿元,经调整EBITA利润猛增86%至23.64亿元,创财年新高。</strong></p><p>由饿了么和高德增长所带动,本地生活集团订单同比增长超过20%。此外,饿了么亏损同比持续大幅收窄,带动本地生活集团经调整EBITA(经营损益)收窄三成至20.68亿元人民币。</p><p>菜鸟集团本季度营收284.76亿元人民币,同比增长24%。跨境物流依然是菜鸟强劲的增长动力。本季度,菜鸟跨境物流旗舰产品“全球5日达”能力覆盖至10个国家,订单实现三位数环比增长。菜鸟经调整EBITA为9.61亿元人民币。</p><p>三季度,速卖通AliExpress订单强劲增长60%,阿里国际电商收入增长44%,连续6个季度超出市场预期。</p><p>三季度来自大文娱集团(DMEG)的营收为50.40亿元(约合7.10亿美元),同比增长18%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163151425","content_text":"阿里巴巴2024财年第三财季营收2603.5亿元人民币(单位下同),同比增长5%。预估2612.5亿元,上年同期2477.6亿元。第三财季净利润为107.17亿元,同比下滑77%;不按美国通用会计准则,净利润为479.51亿元,同比下滑4%。第三财季调整后每ADS收益18.97元,同比下降2%。增加回购规模阿里巴巴宣布将股份回购计划增加250亿美元,股份回购总规模增至650亿美元,回购有效期将延长至2027年3月底。此前,阿里巴巴创始人马云、蔡崇信也大幅增持阿里股票。股价表现阿里巴巴盘前股价震荡,一度涨5%,截至发稿转为跌超1%。业务分项阿里巴巴:正在进行淘天集团的复兴,为未来增长定位。2024财年第三季度淘天集团总收入达181.8亿美元。阿里云季度营收增长3%至280.66亿元,经调整EBITA利润猛增86%至23.64亿元,创财年新高。由饿了么和高德增长所带动,本地生活集团订单同比增长超过20%。此外,饿了么亏损同比持续大幅收窄,带动本地生活集团经调整EBITA(经营损益)收窄三成至20.68亿元人民币。菜鸟集团本季度营收284.76亿元人民币,同比增长24%。跨境物流依然是菜鸟强劲的增长动力。本季度,菜鸟跨境物流旗舰产品“全球5日达”能力覆盖至10个国家,订单实现三位数环比增长。菜鸟经调整EBITA为9.61亿元人民币。三季度,速卖通AliExpress订单强劲增长60%,阿里国际电商收入增长44%,连续6个季度超出市场预期。三季度来自大文娱集团(DMEG)的营收为50.40亿元(约合7.10亿美元),同比增长18%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1359,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3516340331928883","authorId":"3516340331928883","name":"从你的全世界路过摔了一跤","avatar":"https://static.tigerbbs.com/d0b405c7a64587f43d73918b8a31011f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3516340331928883","authorIdStr":"3516340331928883"},"content":"你真的是在搞笑,去看看拼多多的主营业务收入多少亿和净资产多少亿怎么也说不出这么大的话,我话就放这,拼多多击鼓传花的游戏用不了多久就要破了,到时候股价继续下跌","text":"你真的是在搞笑,去看看拼多多的主营业务收入多少亿和净资产多少亿怎么也说不出这么大的话,我话就放这,拼多多击鼓传花的游戏用不了多久就要破了,到时候股价继续下跌","html":"你真的是在搞笑,去看看拼多多的主营业务收入多少亿和净资产多少亿怎么也说不出这么大的话,我话就放这,拼多多击鼓传花的游戏用不了多久就要破了,到时候股价继续下跌"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370529229148176,"gmtCreate":1731475630240,"gmtModify":1731476878490,"author":{"id":"4135341184423600","authorId":"4135341184423600","name":"kasea","avatar":"https://static.tigerbbs.com/a7ad72ac8f825be1aa2282fb4a810bf9","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4135341184423600","authorIdStr":"4135341184423600"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><v-v data-views=\"1\"></v-v> 反攻开始了,技术线调整到位,冲冲冲,再跌就完全打熊猫🐼的脸了","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><v-v data-views=\"1\"></v-v> 反攻开始了,技术线调整到位,冲冲冲,再跌就完全打熊猫🐼的脸了","text":"$阿里巴巴(BABA)$ 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为了让大家买大A无所不用[笑哭] ","listText":"无药可救……诱骗韭菜进场化债[笑哭] 为了让大家买大A无所不用[笑哭] ","text":"无药可救……诱骗韭菜进场化债[笑哭] 为了让大家买大A无所不用[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/233945369096480","repostId":"1156553549","repostType":2,"repost":{"id":"1156553549","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1698123925,"share":"https://www.laohu8.com/m/news/1156553549?lang=&edition=full","pubTime":"2023-10-24 13:05","market":"sh","language":"zh","title":"中国经济时报刊文:为终将到来的新一轮牛市做好准备","url":"https://stock-news.laohu8.com/highlight/detail?id=1156553549","media":"老虎资讯综合","summary":"多数熊市的最大回撤约40%多,与此轮熊市的最大跌幅已接近。","content":"<html><head></head><body><p>据中国经济时报,联博资深市场策略师黄森玮在接受中国经济时报记者采访时表示,自沪深300指数成立以来,A股经历过5次的主要熊市(包含此轮熊市),熊市大约每2至3年就会发生一次,多数熊市的最大回撤约40%多,与此轮熊市的最大跌幅已接近,<strong>此时应思考的是如何为终将到来的新一轮牛市做好准备。</strong></p><p>2007年10月至2008年11月A股曾出现过逾70%的跌幅,黄森玮认为,此轮重蹈覆辙的概率不高。原因是当时有美国次贷危机引发的全球性金融海啸的影响,进而加重了A股的跌幅。当时美国股市的最大回撤达到57%,美国经济陷入严重衰退。如今,美国经济不但没有衰退,反而还有景气过热导致的通胀问题。况且,即使未来美国经济出现衰退,美联储已将基准利率调升至5.25%—5.50%,代表有足够的降息空间来刺激经济。因此,在短期内没有全球系统性危机的前提下,A股重现2008年大熊市的概率不高。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c73b65896c93623f6886c144be4aa46\" title=\"\" tg-width=\"841\" tg-height=\"852\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0dd6a59f49dbc32d9cd8b5f2b2fca6ad\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","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>中国经济时报刊文:为终将到来的新一轮牛市做好准备</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; 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class=\"title\">\n中国经济时报刊文:为终将到来的新一轮牛市做好准备\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-10-24 13:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据中国经济时报,联博资深市场策略师黄森玮在接受中国经济时报记者采访时表示,自沪深300指数成立以来,A股经历过5次的主要熊市(包含此轮熊市),熊市大约每2至3年就会发生一次,多数熊市的最大回撤约40%多,与此轮熊市的最大跌幅已接近,<strong>此时应思考的是如何为终将到来的新一轮牛市做好准备。</strong></p><p>2007年10月至2008年11月A股曾出现过逾70%的跌幅,黄森玮认为,此轮重蹈覆辙的概率不高。原因是当时有美国次贷危机引发的全球性金融海啸的影响,进而加重了A股的跌幅。当时美国股市的最大回撤达到57%,美国经济陷入严重衰退。如今,美国经济不但没有衰退,反而还有景气过热导致的通胀问题。况且,即使未来美国经济出现衰退,美联储已将基准利率调升至5.25%—5.50%,代表有足够的降息空间来刺激经济。因此,在短期内没有全球系统性危机的前提下,A股重现2008年大熊市的概率不高。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c73b65896c93623f6886c144be4aa46\" title=\"\" tg-width=\"841\" tg-height=\"852\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0dd6a59f49dbc32d9cd8b5f2b2fca6ad\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb2ed00ac5de2097917e40947bc4a36a","relate_stocks":{"000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156553549","content_text":"据中国经济时报,联博资深市场策略师黄森玮在接受中国经济时报记者采访时表示,自沪深300指数成立以来,A股经历过5次的主要熊市(包含此轮熊市),熊市大约每2至3年就会发生一次,多数熊市的最大回撤约40%多,与此轮熊市的最大跌幅已接近,此时应思考的是如何为终将到来的新一轮牛市做好准备。2007年10月至2008年11月A股曾出现过逾70%的跌幅,黄森玮认为,此轮重蹈覆辙的概率不高。原因是当时有美国次贷危机引发的全球性金融海啸的影响,进而加重了A股的跌幅。当时美国股市的最大回撤达到57%,美国经济陷入严重衰退。如今,美国经济不但没有衰退,反而还有景气过热导致的通胀问题。况且,即使未来美国经济出现衰退,美联储已将基准利率调升至5.25%—5.50%,代表有足够的降息空间来刺激经济。因此,在短期内没有全球系统性危机的前提下,A股重现2008年大熊市的概率不高。","news_type":1},"isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":214819017396496,"gmtCreate":1693478105194,"gmtModify":1693478106048,"author":{"id":"4135341184423600","authorId":"4135341184423600","name":"kasea","avatar":"https://static.tigerbbs.com/a7ad72ac8f825be1aa2282fb4a810bf9","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4135341184423600","authorIdStr":"4135341184423600"},"themes":[],"htmlText":"<a 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