个人中心 - 老虎社区

小脑斧大王

比大西几还厉害

IP属地：上海

帖子 · 55帖子 · 55
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- 小脑斧大王小脑斧大王
  ·03-28
  必跌
  1,683 评论
  点赞
  分享
  举报
- 小脑斧大王小脑斧大王
  ·2021-09-24
  $快手-W(01024)$资不抵债的公司最近都要小心啊，随时暴
  1,237 评论
  2
  分享
  举报
- 小脑斧大王小脑斧大王
  ·2021-09-21
  $恒大汽车(00708)$积重难返就是这个意思
  1,092 评论
  1
  分享
  举报
- 小脑斧大王小脑斧大王
  ·2021-09-18
  $快手-W(01024)$谁能告诉我快手的负债都是些啥
  1,282 评论
  点赞
  分享
  举报
- 小脑斧大王小脑斧大王
  ·2021-09-02
  $快手-W(01024)$估计要约谈抖音和快手了
  1,430 评论
  5
  分享
  举报
- 小脑斧大王小脑斧大王
  ·2021-08-05
  此文一发必然是要大跌了，软文！心里有鬼
  股票解禁前夜，跟快手几位员工聊了聊：走，还是留？
  解禁后怎么处理股票，既要对现实回报进行考量，也要个人对公司发展趋势做出预判。
  股票解禁前夜，跟快手几位员工聊了聊：走，还是留？
  1,684 评论
  6
  分享
  举报
- 小脑斧大王小脑斧大王
  ·2021-07-28
  $快手-W(01024)$快手负债率也太高了吧，亏损一直扩大，啥时候能还得起钱哦
  1,803 评论
  2
  分享
  举报
- 小脑斧大王小脑斧大王
  ·2021-02-19
  $国美零售(00493)$听说马上公布老黄任职董事局主席了
  1,319 评论
  7
  分享
  举报
- 小脑斧大王小脑斧大王
  ·2021-01-29
  $游戏驿站(GME)$我的战斗结束了[龇牙]
  1,754 1
  3
  分享
  举报
- 小脑斧大王小脑斧大王
  ·2021-01-15
  $小米集团-W(01810)$感谢川普送钱[龇牙]
  1,180 评论
  5
  分享
  举报
暂无粉丝

热议股票

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

老虎社区侵权投诉指引

中国互联网举报中心·北京互联网举报中心

网络谣言曝光台·扫黄打非举报中心

网络110报警服务

© 2018-2024 老虎社区版权所有

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

qrcode

关注我们

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":3515122840110942,"uuid":"3515122840110942","gmtCreate":1552029852735,"gmtModify":1552029852735,"name":"小脑斧大王","pinyin":"xnfdwxiaonaofudawang","introduction":"","introductionEn":"","signature":"比大西几还厉害","avatar":"https://static.tigerbbs.com/c661f4ee7d59f0295c79c6f97ba10e59","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":6,"headSize":39,"tweetSize":55,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":3,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.04.17","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.05","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.24%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.64%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":6,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":4,"crmLevelSwitch":0,"location":"上海","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":289142333546784,"gmtCreate":1711614289966,"gmtModify":1711614292162,"author":{"id":"3515122840110942","authorId":"3515122840110942","name":"小脑斧大王","avatar":"https://static.tigerbbs.com/c661f4ee7d59f0295c79c6f97ba10e59","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"必跌","listText":"必跌","text":"必跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/289142333546784","isVote":1,"tweetType":1,"viewCount":1683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861395729,"gmtCreate":1632454747361,"gmtModify":1632454747361,"author":{"id":"3515122840110942","authorId":"3515122840110942","name":"小脑斧大王","avatar":"https://static.tigerbbs.com/c661f4ee7d59f0295c79c6f97ba10e59","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>资不抵债的公司最近都要小心啊，随时暴","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>资不抵债的公司最近都要小心啊，随时暴","text":"$快手-W(01024)$资不抵债的公司最近都要小心啊，随时暴","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/861395729","isVote":1,"tweetType":1,"viewCount":1237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860584468,"gmtCreate":1632188758354,"gmtModify":1632188758354,"author":{"id":"3515122840110942","authorId":"3515122840110942","name":"小脑斧大王","avatar":"https://static.tigerbbs.com/c661f4ee7d59f0295c79c6f97ba10e59","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00708\">$恒大汽车(00708)$</a>积重难返就是这个意思","listText":"<a href=\"https://laohu8.com/S/00708\">$恒大汽车(00708)$</a>积重难返就是这个意思","text":"$恒大汽车(00708)$积重难返就是这个意思","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860584468","isVote":1,"tweetType":1,"viewCount":1092,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":887092801,"gmtCreate":1631940305403,"gmtModify":1631940305403,"author":{"id":"3515122840110942","authorId":"3515122840110942","name":"小脑斧大王","avatar":"https://static.tigerbbs.com/c661f4ee7d59f0295c79c6f97ba10e59","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>谁能告诉我快手的负债都是些啥","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>谁能告诉我快手的负债都是些啥","text":"$快手-W(01024)$谁能告诉我快手的负债都是些啥","images":[{"img":"https://static.tigerbbs.com/ce5128ce07f8b1e679cc550b0bc9d29f","width":"1170","height":"1986"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/887092801","isVote":1,"tweetType":1,"viewCount":1282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":812151254,"gmtCreate":1630566967478,"gmtModify":1630566967478,"author":{"id":"3515122840110942","authorId":"3515122840110942","name":"小脑斧大王","avatar":"https://static.tigerbbs.com/c661f4ee7d59f0295c79c6f97ba10e59","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>估计要约谈抖音和快手了","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>估计要约谈抖音和快手了","text":"$快手-W(01024)$估计要约谈抖音和快手了","images":[{"img":"https://static.tigerbbs.com/ca5d3b4fbe2d5dee38e5d112cbd5061d","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/812151254","isVote":1,"tweetType":1,"viewCount":1430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":890407984,"gmtCreate":1628126788048,"gmtModify":1628126788048,"author":{"id":"3515122840110942","authorId":"3515122840110942","name":"小脑斧大王","avatar":"https://static.tigerbbs.com/c661f4ee7d59f0295c79c6f97ba10e59","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"此文一发必然是要大跌了，软文！心里有鬼","listText":"此文一发必然是要大跌了，软文！心里有鬼","text":"此文一发必然是要大跌了，软文！心里有鬼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890407984","repostId":"1189214910","repostType":2,"repost":{"id":"1189214910","pubTimestamp":1628081110,"share":"https://www.laohu8.com/m/news/1189214910?lang=&edition=full","pubTime":"2021-08-04 20:45","market":"hk","language":"zh","title":"股票解禁前夜，跟快手几位员工聊了聊：走，还是留？","url":"https://stock-news.laohu8.com/highlight/detail?id=1189214910","media":"开柒","summary":"解禁后怎么处理股票，既要对现实回报进行考量，也要个人对公司发展趋势做出预判。","content":"<p>话说，最近好多互联网大厂都处于风口浪尖，股价震荡，员工们也都有些心有戚戚然。而其中，快手的童鞋们估计也是纠结的代表——眼看着禁售期马上结束了，但当前的快手股价却远不及预期。</p>\n<p>当然，快手的下跌也不是个例，大环境如此嘛。环顾互联网行业整体，从二级市场的反馈来看并不平静。7月27日，恒生指数下跌超过4%，互联网股集中的恒生科技指数大跌7.97%，创出该指数发布以来史上最大单日跌幅。</p>\n<p><img src=\"https://static.tigerbbs.com/8ce7fc1c88b321e90886c2b7c303250b\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>八姐恰好有几个在快手的盆友，俺也趁机安慰了一下他们。有的快手盆友说，说不郁闷是假的。毕竟，在业务基本面稳定的情况下，总觉得快手应该匹配更好的市值，万万没想到市场的降温来得这么快。</p>\n<p>不过，几乎八姐询问的所有童鞋都说，他们并不着急卖股票，毕竟，现在快手的股价低得超过了他们心理预期，基于对公司中长期发展的预判，可以再等等。</p>\n<p>当然，也有快手的盆友过来纠结的问八姐：你说，公司股价不会一路再向下吧？八姐也不是神仙，不过，俺觉得吧，正常来说，所有的美股和港股上市公司都会有“解禁低迷期”，也就是说，在180天的解禁前后，会出现股价的低迷，甚至这种低迷会持续到解禁后的半年。但只要公司基本面向好，长期来看，公司股价仍有上涨空间。</p>\n<p><img src=\"https://static.tigerbbs.com/ee90e1cd21c433c51583304cc9925217\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>以同样在港股上市的小米为例，小米是2018年7月9日上市的，当时发行价18港元，而到了半年后的解禁日，小米股价创下上市以来新低，以11.1港元收盘，解禁次日，盘中触及上市以来股价最低点9.44港币。甚至，在随后的整个2019年一整年，股价继续低迷。八姐记得，当时俺跟小米的童鞋吃饭，一大揶揄的话题就是，你看看，你拼死拼活的好几年996，拿到的股票还不够在北五环买个房子的。</p>\n<p>但小米在去年开始了猛涨，一度较发行价涨了一倍多，即便近期股价调整后，也较发行价高出50%。所以，八姐觉得，不要郁闷，只要拿得住股票，做价值投资，没准哪天你又赚大了。</p>\n<p><img src=\"https://static.tigerbbs.com/ba2e3e1ba204d89af7c2afa60b0be6bd\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>（小米股价走势图）</p>\n<p>而且就快手的员工股票而言，参照IPO时的招股书信息来看（除高管外的普通员工）约有7015名普通员工，获得4.23亿股购股权，平均下来每人约可获得6万股的回报，即便是按照现在的股价，那平均每人也是超过500万元。考虑到归属时间、离职等因素导致的未完全归属情形，解禁后并不意味着这些股票马上就能变现，但长期来看，仍是一笔比较可观的回报。所以，别着急。</p>\n<p>从外界对快手二季度的业绩预期来看，当前快手处在用户增长淡季，&nbsp;&nbsp;营销费用预计仍会维持在较高水平。但与此同时，八姐觉得，还应当拉长时间线向后看。</p>\n<p>比如，在用户增长方面，快手二季度活跃用户增长放缓可能与一季度春节拉新增长高强相关，但在第三季度，快手在奥运方面的投入可能令其获得更多的新增用户。</p>\n<p><img src=\"https://static.tigerbbs.com/5082e7fab8a2404dedc71564b576fba6\" tg-width=\"1080\" tg-height=\"1045\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>再比如，快手的电商、广告业务发展的巨大增长潜力。投行杰富瑞（Jeffries）就在研报中指出，从长期发展来看，公域的扩容十分关键。受益于线上营销及电商业务的强劲增长动力，预计快手二季度总收入同比将增长44%至186亿元人民币。今年一季度，快手财报数据显示，线上营销服务收入为86亿元，对总收入的贡献占比首次超过50%。这一趋势有望在二季度延续。</p>\n<p>另外，快手的海外增长也值得关注，尽管快手在海外部分的投入，被不少分析者认为令快手亏损扩大，但在对快手整体价值进行预估的时候，不少人却忽略了海外的成长空间。中金等机构分析认为，当前海外短视频渗透率不及国内，面临相对宽松的竞争环境，快手将因地制宜，通过特定内容矩阵吸引目标用户，并基于内容实现“破圈”。</p>\n<p>总之，八姐觉得吧，解禁后怎么处理股票，既要对现实回报进行考量，也要个人对公司发展趋势做出预判。</p>\n<p>不久前，QM刚刚发布了半年报告，截止2021年6月，短视频APP行业月活跃用户规模排名中，抖音、快手、快手极速版、抖音极速版分别占据前四。在一个非“赢家通吃”的竞争市场，快手的机会还是很大的。</p>\n<p>受到市场传言等各种因素影响，快手当前的市值仅为580亿美元上下，八姐认为，这个价格真心不算高啊。对于快手的童鞋来说，说不定一年后再来看，把股票留着才是一个正确的决定。</p>","source":"kq","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>股票解禁前夜，跟快手几位员工聊了聊：走，还是留？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n股票解禁前夜，跟快手几位员工聊了聊：走，还是留？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 20:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/MfeBQziNmMjdX-4YH8ByPQ><strong>开柒</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>话说，最近好多互联网大厂都处于风口浪尖，股价震荡，员工们也都有些心有戚戚然。而其中，快手的童鞋们估计也是纠结的代表——眼看着禁售期马上结束了，但当前的快手股价却远不及预期。\n当然，快手的下跌也不是个例，大环境如此嘛。环顾互联网行业整体，从二级市场的反馈来看并不平静。7月27日，恒生指数下跌超过4%，互联网股集中的恒生科技指数大跌7.97%，创出该指数发布以来史上最大单日跌幅。\n\n八姐恰好有几个在...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/MfeBQziNmMjdX-4YH8ByPQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3755fdda80ee4878d06bf1bcbfdbf496","relate_stocks":{"01024":"快手-W"},"source_url":"https://mp.weixin.qq.com/s/MfeBQziNmMjdX-4YH8ByPQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189214910","content_text":"话说，最近好多互联网大厂都处于风口浪尖，股价震荡，员工们也都有些心有戚戚然。而其中，快手的童鞋们估计也是纠结的代表——眼看着禁售期马上结束了，但当前的快手股价却远不及预期。\n当然，快手的下跌也不是个例，大环境如此嘛。环顾互联网行业整体，从二级市场的反馈来看并不平静。7月27日，恒生指数下跌超过4%，互联网股集中的恒生科技指数大跌7.97%，创出该指数发布以来史上最大单日跌幅。\n\n八姐恰好有几个在快手的盆友，俺也趁机安慰了一下他们。有的快手盆友说，说不郁闷是假的。毕竟，在业务基本面稳定的情况下，总觉得快手应该匹配更好的市值，万万没想到市场的降温来得这么快。\n不过，几乎八姐询问的所有童鞋都说，他们并不着急卖股票，毕竟，现在快手的股价低得超过了他们心理预期，基于对公司中长期发展的预判，可以再等等。\n当然，也有快手的盆友过来纠结的问八姐：你说，公司股价不会一路再向下吧？八姐也不是神仙，不过，俺觉得吧，正常来说，所有的美股和港股上市公司都会有“解禁低迷期”，也就是说，在180天的解禁前后，会出现股价的低迷，甚至这种低迷会持续到解禁后的半年。但只要公司基本面向好，长期来看，公司股价仍有上涨空间。\n\n以同样在港股上市的小米为例，小米是2018年7月9日上市的，当时发行价18港元，而到了半年后的解禁日，小米股价创下上市以来新低，以11.1港元收盘，解禁次日，盘中触及上市以来股价最低点9.44港币。甚至，在随后的整个2019年一整年，股价继续低迷。八姐记得，当时俺跟小米的童鞋吃饭，一大揶揄的话题就是，你看看，你拼死拼活的好几年996，拿到的股票还不够在北五环买个房子的。\n但小米在去年开始了猛涨，一度较发行价涨了一倍多，即便近期股价调整后，也较发行价高出50%。所以，八姐觉得，不要郁闷，只要拿得住股票，做价值投资，没准哪天你又赚大了。\n\n（小米股价走势图）\n而且就快手的员工股票而言，参照IPO时的招股书信息来看（除高管外的普通员工）约有7015名普通员工，获得4.23亿股购股权，平均下来每人约可获得6万股的回报，即便是按照现在的股价，那平均每人也是超过500万元。考虑到归属时间、离职等因素导致的未完全归属情形，解禁后并不意味着这些股票马上就能变现，但长期来看，仍是一笔比较可观的回报。所以，别着急。\n从外界对快手二季度的业绩预期来看，当前快手处在用户增长淡季，  营销费用预计仍会维持在较高水平。但与此同时，八姐觉得，还应当拉长时间线向后看。\n比如，在用户增长方面，快手二季度活跃用户增长放缓可能与一季度春节拉新增长高强相关，但在第三季度，快手在奥运方面的投入可能令其获得更多的新增用户。\n\n再比如，快手的电商、广告业务发展的巨大增长潜力。投行杰富瑞（Jeffries）就在研报中指出，从长期发展来看，公域的扩容十分关键。受益于线上营销及电商业务的强劲增长动力，预计快手二季度总收入同比将增长44%至186亿元人民币。今年一季度，快手财报数据显示，线上营销服务收入为86亿元，对总收入的贡献占比首次超过50%。这一趋势有望在二季度延续。\n另外，快手的海外增长也值得关注，尽管快手在海外部分的投入，被不少分析者认为令快手亏损扩大，但在对快手整体价值进行预估的时候，不少人却忽略了海外的成长空间。中金等机构分析认为，当前海外短视频渗透率不及国内，面临相对宽松的竞争环境，快手将因地制宜，通过特定内容矩阵吸引目标用户，并基于内容实现“破圈”。\n总之，八姐觉得吧，解禁后怎么处理股票，既要对现实回报进行考量，也要个人对公司发展趋势做出预判。\n不久前，QM刚刚发布了半年报告，截止2021年6月，短视频APP行业月活跃用户规模排名中，抖音、快手、快手极速版、抖音极速版分别占据前四。在一个非“赢家通吃”的竞争市场，快手的机会还是很大的。\n受到市场传言等各种因素影响，快手当前的市值仅为580亿美元上下，八姐认为，这个价格真心不算高啊。对于快手的童鞋来说，说不定一年后再来看，把股票留着才是一个正确的决定。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803253369,"gmtCreate":1627443474351,"gmtModify":1627443474351,"author":{"id":"3515122840110942","authorId":"3515122840110942","name":"小脑斧大王","avatar":"https://static.tigerbbs.com/c661f4ee7d59f0295c79c6f97ba10e59","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>快手负债率也太高了吧，亏损一直扩大，啥时候能还得起钱哦","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>快手负债率也太高了吧，亏损一直扩大，啥时候能还得起钱哦","text":"$快手-W(01024)$快手负债率也太高了吧，亏损一直扩大，啥时候能还得起钱哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803253369","isVote":1,"tweetType":1,"viewCount":1803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387911034,"gmtCreate":1613708223328,"gmtModify":1613709219070,"author":{"id":"3515122840110942","authorId":"3515122840110942","name":"小脑斧大王","avatar":"https://static.tigerbbs.com/c661f4ee7d59f0295c79c6f97ba10e59","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00493\">$国美零售(00493)$</a>听说马上公布老黄任职董事局主席了","listText":"<a href=\"https://laohu8.com/S/00493\">$国美零售(00493)$</a>听说马上公布老黄任职董事局主席了","text":"$国美零售(00493)$听说马上公布老黄任职董事局主席了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387911034","isVote":1,"tweetType":1,"viewCount":1319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318688594,"gmtCreate":1611850667218,"gmtModify":1703755219254,"author":{"id":"3515122840110942","authorId":"3515122840110942","name":"小脑斧大王","avatar":"https://static.tigerbbs.com/c661f4ee7d59f0295c79c6f97ba10e59","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>我的战斗结束了[龇牙]&nbsp;","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>我的战斗结束了[龇牙]&nbsp;","text":"$游戏驿站(GME)$我的战斗结束了[龇牙]","images":[{"img":"https://static.tigerbbs.com/df191506226dbd0e661360aa57104cb2","width":"1170","height":"2260"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/318688594","isVote":1,"tweetType":1,"viewCount":1754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":334937916,"gmtCreate":1610684666335,"gmtModify":1703746234587,"author":{"id":"3515122840110942","authorId":"3515122840110942","name":"小脑斧大王","avatar":"https://static.tigerbbs.com/c661f4ee7d59f0295c79c6f97ba10e59","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>感谢川普送钱[龇牙]&nbsp;","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>感谢川普送钱[龇牙]&nbsp;","text":"$小米集团-W(01810)$感谢川普送钱[龇牙]","images":[{"img":"https://static.tigerbbs.com/33f5bea498d6858dbff572f64fecd1a0","width":"1170","height":"2260"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334937916","isVote":1,"tweetType":1,"viewCount":1180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}