聚水潭首日IPO超購近8倍

暂无资讯

用户讨论

10-14

聚水潭即将上市，做电商的朋友应该对这个都不陌生吧🔥 🌟 表面亮点：电商SaaS ERP赛道“龙头”，市占24.4% 营收年增20%-30%，毛利率升至71.8% 2024年扭亏为盈，基石阵容豪华（红杉、景林等加持） ⚠️ 隐藏风险： 1️⃣ 扭亏靠“财务技巧”？剔除递延税资产后实际仍在亏损！ 2️⃣ 赛道太窄！专注电商ERP，客单价卡在9000元/月难突破 3️⃣ 研发开支停滞，员工减少，AI概念为0！未来竞争力存疑 4️⃣ 估值离谱！市销率13倍，远超金蝶(8.3x)、微盟(6.9x) 5️⃣ 基石虽多但散，13家机构难协调，暗盘风险高！$聚水潭(06687)$ $宁德时代(03750)$ $越疆(02432)$

{"i18n":{"language":"zh_CN"},"financialEventData":{"themeId":"d7543953f15fb712ff8de0b6b1f2d30e","name":"聚水潭首日IPO超購近8倍","description":"聚水潭首日IPO超購近8倍，紅杉中國等為基石投資者，市佔率24.4%，2024年預計服務8.8萬名SaaS客戶","image":"https://static.tigerbbs.com/1201dcc0482be040348fb8d4f228bb68","type":2,"style":4,"follow":false,"createTime":1760345803874,"userCounts":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":d7543953f15fb712ff8de0b6b1f2d30e}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowFollow":false,"hasReward":false,"rewardScore":0,"rewardValidDate":0,"rewardEnd":false,"symbols":[],"tweetCounts":1,"categoryId":"2929bb7468f5415f853fd96fb35d7c3b","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"聚水潭首日IPO超購近8倍","tweetAmount":1,"imageIsDefault":true,"aiDerivativeIssues":[]},"news":[],"views":[],"tweetList":[{"id":488852467666944,"gmtCreate":1760376278444,"gmtModify":1760376283586,"author":{"id":"4221058651155122","authorId":"4221058651155122","name":"每天打个新","avatar":"https://static.tigerbbs.com/a481f38fb0de24119c0183f0ce2ea653","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4221058651155122","authorIdStr":"4221058651155122"},"themes":[],"htmlText":"聚水潭即将上市，做电商的朋友应该对这个都不陌生吧🔥 🌟 表面亮点： 电商SaaS ERP赛道“龙头”，市占24.4% 营收年增20%-30%，毛利率升至71.8% 2024年扭亏为盈，基石阵容豪华（红杉、景林等加持） ⚠️ 隐藏风险： 1️⃣ 扭亏靠“财务技巧”？剔除递延税资产后实际仍在亏损！ 2️⃣ 赛道太窄！专注电商ERP，客单价卡在9000元/月难突破 3️⃣ 研发开支停滞，员工减少，AI概念为0！未来竞争力存疑 4️⃣ 估值离谱！市销率13倍，远超金蝶(8.3x)、微盟(6.9x) 5️⃣ 基石虽多但散，13家机构难协调，暗盘风险高！<a href=\"https://laohu8.com/S/06687\">$聚水潭(06687)$</a> <a href=\"https://laohu8.com/S/03750\">$宁德时代(03750)$</a> <a href=\"https://laohu8.com/S/02432\">$越疆(02432)$</a>&nbsp;","listText":"聚水潭即将上市，做电商的朋友应该对这个都不陌生吧🔥 🌟 表面亮点： 电商SaaS ERP赛道“龙头”，市占24.4% 营收年增20%-30%，毛利率升至71.8% 2024年扭亏为盈，基石阵容豪华（红杉、景林等加持） ⚠️ 隐藏风险： 1️⃣ 扭亏靠“财务技巧”？剔除递延税资产后实际仍在亏损！ 2️⃣ 赛道太窄！专注电商ERP，客单价卡在9000元/月难突破 3️⃣ 研发开支停滞，员工减少，AI概念为0！未来竞争力存疑 4️⃣ 估值离谱！市销率13倍，远超金蝶(8.3x)、微盟(6.9x) 5️⃣ 基石虽多但散，13家机构难协调，暗盘风险高！<a href=\"https://laohu8.com/S/06687\">$聚水潭(06687)$</a> <a href=\"https://laohu8.com/S/03750\">$宁德时代(03750)$</a> <a href=\"https://laohu8.com/S/02432\">$越疆(02432)$</a>&nbsp;","text":"聚水潭即将上市，做电商的朋友应该对这个都不陌生吧🔥 🌟 表面亮点： 电商SaaS ERP赛道“龙头”，市占24.4% 营收年增20%-30%，毛利率升至71.8% 2024年扭亏为盈，基石阵容豪华（红杉、景林等加持） ⚠️ 隐藏风险： 1️⃣ 扭亏靠“财务技巧”？剔除递延税资产后实际仍在亏损！ 2️⃣ 赛道太窄！专注电商ERP，客单价卡在9000元/月难突破 3️⃣ 研发开支停滞，员工减少，AI概念为0！未来竞争力存疑 4️⃣ 估值离谱！市销率13倍，远超金蝶(8.3x)、微盟(6.9x) 5️⃣ 基石虽多但散，13家机构难协调，暗盘风险高！$聚水潭(06687)$ $宁德时代(03750)$ $越疆(02432)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/488852467666944","isVote":1,"tweetType":1,"viewCount":3245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}]}