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Frencchampi
2021-05-10
[微笑] [微笑]
@小虎AV:欧盟一名官员9日证实,欧盟与英国阿斯利康制药公司有关新冠疫苗的合同定于6月到期,欧盟尚未与该药企签署新合同。欧盟委员会主席冯德莱恩7日在社交媒体宣布,欧盟与美国辉瑞制药有限公司和德国生物新技术公司签订新合同,预订18亿剂新冠疫苗,预期2021年至2023年交付。据路透社报道,这些疫苗将用于接种“加强针”、捐赠和转售。欧盟与辉瑞方面签下新单的同一天,欧洲药品管理局表示,收到阿斯利康疫苗接种者出现罕见神经功能障碍“吉兰-巴利综合征”的报告,正在评估相关数据。[眼眼]$阿斯利康(AZN)$ $阿斯利康制药(AZN.UK)$
Frencchampi
2021-05-10
[思考] [思考]
@小虎活动:【有奖竞猜】预测阿里巴巴财报涨跌幅!
Frencchampi
2021-03-15
[思考] [思考]
@小虎AV:在第一次创业成功后身家超过百亿,当时的他年仅36岁,令无数人艳羡。但是这位年轻的创业者并没有停止自己创业的脚步。三年后,他自嘲自己选择了一个更苦的行业重新出发,他就是小鹏汽车的创始人何小鹏。何小鹏在节目中讲述了自己创业的心路历程。何小鹏谈起2019年最窘迫的时候,他跟汽车界的一位老前辈说:小鹏汽车差点就跟蔚来合并了,当时蔚来在“ICU”里,小鹏也即将进入“ICU”,两家企业没有100至200亿救不活。2020年小鹏汽车发布新一代自动驾驶体系,被特斯拉老板马斯克直指抄袭。对此,何小鹏发朋友圈正面硬刚:“中国的自动驾驶要把你打得找不着东。”他也表示,互联网纯数字化的变革会很困难,中国需要有互联网企业将软硬件耦合起来,此前何小鹏曾强烈建议阿里布局新能源汽车,但并未被采纳。$小鹏汽车(XPEV)$ $阿里巴巴(BABA)$
Frencchampi
2021-03-15
[思考]
@小虎周报:一周IPO观察:百度、哔哩哔哩点燃二次上市潮,港股打新恢复生机
Frencchampi
2020-12-12
[思考] [思考]
@小虎AV:据《联合早报》12月10日晚间消息,韩国警方星期四(10日)表示,周三晚间发生的一辆特斯拉电动汽车的致命撞车事故,发生地点在韩国首都首尔的一座公寓楼的停车场里,肇祸车辆为特斯拉Model X。驾驶者向警方报告称,车辆突然失控,撞向一堵墙,造成车上一名乘客死亡,两人受伤。警方称,这辆Model X在撞车后起火,用了大约一个小时才将火扑灭。韩国法医机构将对该车进行调查,以确定事故原因[眼眼]$特斯拉(TSLA)$
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[微笑] ","listText":"[微笑] [微笑] ","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190552344","repostId":"190272670","repostType":1,"repost":{"id":190272670,"gmtCreate":1620628607986,"gmtModify":1620628626242,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"title":"欧盟将不与阿斯利康续签疫苗合同,正评估是否导致神经功能障碍","htmlText":"\n \n \n 欧盟一名官员9日证实,欧盟与英国阿斯利康制药公司有关新冠疫苗的合同定于6月到期,欧盟尚未与该药企签署新合同。欧盟委员会主席冯德莱恩7日在社交媒体宣布,欧盟与美国辉瑞制药有限公司和德国生物新技术公司签订新合同,预订18亿剂新冠疫苗,预期2021年至2023年交付。据路透社报道,这些疫苗将用于接种“加强针”、捐赠和转售。欧盟与辉瑞方面签下新单的同一天,欧洲药品管理局表示,收到阿斯利康疫苗接种者出现罕见神经功能障碍“吉兰-巴利综合征”的报告,正在评估相关数据。[眼眼]<a href=\"https://laohu8.com/S/AZN\">$阿斯利康(AZN)$</a> <a href=\"https://laohu8.com/S/AZN.UK\">$阿斯利康制药(AZN.UK)$</a>\n \n","listText":"欧盟一名官员9日证实,欧盟与英国阿斯利康制药公司有关新冠疫苗的合同定于6月到期,欧盟尚未与该药企签署新合同。欧盟委员会主席冯德莱恩7日在社交媒体宣布,欧盟与美国辉瑞制药有限公司和德国生物新技术公司签订新合同,预订18亿剂新冠疫苗,预期2021年至2023年交付。据路透社报道,这些疫苗将用于接种“加强针”、捐赠和转售。欧盟与辉瑞方面签下新单的同一天,欧洲药品管理局表示,收到阿斯利康疫苗接种者出现罕见神经功能障碍“吉兰-巴利综合征”的报告,正在评估相关数据。[眼眼]<a href=\"https://laohu8.com/S/AZN\">$阿斯利康(AZN)$</a> <a href=\"https://laohu8.com/S/AZN.UK\">$阿斯利康制药(AZN.UK)$</a>","text":"欧盟一名官员9日证实,欧盟与英国阿斯利康制药公司有关新冠疫苗的合同定于6月到期,欧盟尚未与该药企签署新合同。欧盟委员会主席冯德莱恩7日在社交媒体宣布,欧盟与美国辉瑞制药有限公司和德国生物新技术公司签订新合同,预订18亿剂新冠疫苗,预期2021年至2023年交付。据路透社报道,这些疫苗将用于接种“加强针”、捐赠和转售。欧盟与辉瑞方面签下新单的同一天,欧洲药品管理局表示,收到阿斯利康疫苗接种者出现罕见神经功能障碍“吉兰-巴利综合征”的报告,正在评估相关数据。[眼眼]$阿斯利康(AZN)$ $阿斯利康制药(AZN.UK)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190272670","isVote":1,"tweetType":2,"object":{"id":"2a5b361d885448ca9b62aded9fbaccc3","tweetId":"190272670","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/a05544af5285890818067915215/30PPxaURaHkA.mp4","poster":"https://static.tigerbbs.com/340b555ab6b67d485fdbf0e2f045401b"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":190552926,"gmtCreate":1620637203265,"gmtModify":1620637203265,"author":{"id":"10000000000005859","authorId":"10000000000005859","name":"Frencchampi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000005859","authorIdStr":"10000000000005859"},"themes":[],"title":"","htmlText":"[思考] [思考] ","listText":"[思考] [思考] ","text":"[思考] [思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190552926","repostId":"190255677","repostType":1,"repost":{"id":190255677,"gmtCreate":1620626647695,"gmtModify":1631888834755,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"【有奖竞猜】预测阿里巴巴财报涨跌幅!","htmlText":"本周四5月13日盘前,阿里巴巴将发布21财年4季度财报。<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 经历了蚂蚁暂停IPO和182亿巨额罚款,这次财报会有如何表现,虎妞和您盘盘看[财迷]~ 财报前瞻 彭博共识预期阿里巴巴本季度营收1803.97亿元,调整后EPS为11.67元。 <a target=\"_blank\" href=\"https://laohu8.com/U/36979109942400\">@小虎周报</a> 的观点认为,相比去年较低的比较基数,阿里巴巴本季度将实现强劲的业绩增长。 一季度阿里巨额罚单落地,因垄断被中国市场监管总局处罚182亿元。本次处罚力度整体符合预期,对阿里财务与业务影响均有限。 外界普遍预计,由于去年同期中国疫情严重影响了企业运营,本季度阿里营收将同比大增58%。阿里巴巴正在大幅增加对新业务和战略领域的投资,这在一定程度上是为了抓住由后疫情时期居家文化所驱动的新机遇、新机会,但也是为了应对拼多多、美团和京东等竞争对手的激进支出计划,目标是夺取农业和杂货分销的市场份额,支出激增短期内会抑制利润率,季度盈利或将不达预期。 市场普遍预计第四季度息税前利润同比增长42%,落后于收入增速,Ebitda利润率也将下降2.3%。 投资主题:被低估了吗 财报分析预测之外,近期关于阿里巴巴的投资讨论,估值论也值得一看。 阿里巴巴股价已从319美元的峰值跌至225美元,但去查看阿里巴巴的财务报表时,与收入、利润和现金流的爆炸增长相比,其估值立即显得偏低。 如果查看阿里巴巴对未来几年的盈利预测,就会发现公司当前市盈率约为当前财年","listText":"本周四5月13日盘前,阿里巴巴将发布21财年4季度财报。<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 经历了蚂蚁暂停IPO和182亿巨额罚款,这次财报会有如何表现,虎妞和您盘盘看[财迷]~ 财报前瞻 彭博共识预期阿里巴巴本季度营收1803.97亿元,调整后EPS为11.67元。 <a target=\"_blank\" href=\"https://laohu8.com/U/36979109942400\">@小虎周报</a> 的观点认为,相比去年较低的比较基数,阿里巴巴本季度将实现强劲的业绩增长。 一季度阿里巨额罚单落地,因垄断被中国市场监管总局处罚182亿元。本次处罚力度整体符合预期,对阿里财务与业务影响均有限。 外界普遍预计,由于去年同期中国疫情严重影响了企业运营,本季度阿里营收将同比大增58%。阿里巴巴正在大幅增加对新业务和战略领域的投资,这在一定程度上是为了抓住由后疫情时期居家文化所驱动的新机遇、新机会,但也是为了应对拼多多、美团和京东等竞争对手的激进支出计划,目标是夺取农业和杂货分销的市场份额,支出激增短期内会抑制利润率,季度盈利或将不达预期。 市场普遍预计第四季度息税前利润同比增长42%,落后于收入增速,Ebitda利润率也将下降2.3%。 投资主题:被低估了吗 财报分析预测之外,近期关于阿里巴巴的投资讨论,估值论也值得一看。 阿里巴巴股价已从319美元的峰值跌至225美元,但去查看阿里巴巴的财务报表时,与收入、利润和现金流的爆炸增长相比,其估值立即显得偏低。 如果查看阿里巴巴对未来几年的盈利预测,就会发现公司当前市盈率约为当前财年","text":"本周四5月13日盘前,阿里巴巴将发布21财年4季度财报。$阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 经历了蚂蚁暂停IPO和182亿巨额罚款,这次财报会有如何表现,虎妞和您盘盘看[财迷]~ 财报前瞻 彭博共识预期阿里巴巴本季度营收1803.97亿元,调整后EPS为11.67元。 @小虎周报 的观点认为,相比去年较低的比较基数,阿里巴巴本季度将实现强劲的业绩增长。 一季度阿里巨额罚单落地,因垄断被中国市场监管总局处罚182亿元。本次处罚力度整体符合预期,对阿里财务与业务影响均有限。 外界普遍预计,由于去年同期中国疫情严重影响了企业运营,本季度阿里营收将同比大增58%。阿里巴巴正在大幅增加对新业务和战略领域的投资,这在一定程度上是为了抓住由后疫情时期居家文化所驱动的新机遇、新机会,但也是为了应对拼多多、美团和京东等竞争对手的激进支出计划,目标是夺取农业和杂货分销的市场份额,支出激增短期内会抑制利润率,季度盈利或将不达预期。 市场普遍预计第四季度息税前利润同比增长42%,落后于收入增速,Ebitda利润率也将下降2.3%。 投资主题:被低估了吗 财报分析预测之外,近期关于阿里巴巴的投资讨论,估值论也值得一看。 阿里巴巴股价已从319美元的峰值跌至225美元,但去查看阿里巴巴的财务报表时,与收入、利润和现金流的爆炸增长相比,其估值立即显得偏低。 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href=\"https://laohu8.com/S/ATHM\">$汽车之家(ATHM)$</a> 家二次上市最终定价176.3港元,比定价前夜美股收盘价有5.6%的折价,暗盘最终收涨6.92%,延续了除百胜中国之外的所有二次上市暗盘均收涨的历史。由于二次上市的公司有美股锚定价格,且美股长期处于缓慢上行,因此只要定价最终有折价,收涨概率不低。 周五,<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> 二次上市通过港交所聆讯,并开启招股,每股不超过295港元,相比周五百度美股收盘价有15%的溢价,最终定价未必在上限。预计3月23日登陆港交所。除此之外,哔哩哔哩赴港二次上市获批,最早有望在下周启动。 美股 本周美股IPO有不少热门项目。此前,游戏圈期待的<a target=\"_blank\" href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a>","listText":"港股 随着二次上市公司的降临,至3月13日当周港股新股市场又开始恢复了生机。 有4家公司递交招股书、2家公司通过聆讯,其中一家公司正在招股,2家公司上市。其中<a target=\"_blank\" href=\"https://laohu8.com/S/06601\">$朝云集团(06601)$</a> 暗盘大跌20%,首日破发大跌13.15%,<a target=\"_blank\" href=\"https://laohu8.com/S/01413\">$广联工程控股(01413)$</a> 暗盘微涨3.7%,首日破发大跌22.22%。此外,福建厦门领先的混凝土建材制造商及供应商智欣集团也通过聆讯。中国同祥金融集团、依生生物、丰城集团、金泰丰国际递交招股书。 <a target=\"_blank\" href=\"https://laohu8.com/S/ATHM\">$汽车之家(ATHM)$</a> 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X。驾驶者向警方报告称,车辆突然失控,撞向一堵墙,造成车上一名乘客死亡,两人受伤。警方称,这辆Model X在撞车后起火,用了大约一个小时才将火扑灭。韩国法医机构将对该车进行调查,以确定事故原因[眼眼]<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> ","text":"据《联合早报》12月10日晚间消息,韩国警方星期四(10日)表示,周三晚间发生的一辆特斯拉电动汽车的致命撞车事故,发生地点在韩国首都首尔的一座公寓楼的停车场里,肇祸车辆为特斯拉Model X。驾驶者向警方报告称,车辆突然失控,撞向一堵墙,造成车上一名乘客死亡,两人受伤。警方称,这辆Model X在撞车后起火,用了大约一个小时才将火扑灭。韩国法医机构将对该车进行调查,以确定事故原因[眼眼]$特斯拉(TSLA)$","images":[{"img":"https://static.tigerbbs.com/c5b13af529b0e5775e66db336bbadaf7","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395506515","isVote":1,"tweetType":2,"object":{"id":"8a5a1f44e8514a3c9c0af3c36936d984","tweetId":"395506515","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/2919b1335285890811185318678/v.f30.mp4","poster":"https://static.tigerbbs.com/c5b13af529b0e5775e66db336bbadaf7"},"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1219,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":395709251,"gmtCreate":1607741101873,"gmtModify":1703849748887,"author":{"id":"10000000000005859","authorId":"10000000000005859","name":"Frencchampi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000005859","authorIdStr":"10000000000005859"},"themes":[],"title":"","htmlText":"[思考] [思考] ","listText":"[思考] [思考] ","text":"[思考] [思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/395709251","repostId":"395506515","repostType":1,"repost":{"id":395506515,"gmtCreate":1607685798737,"gmtModify":1744802285801,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"title":"韩国一特斯拉突然失控撞墙,造成一死两伤","htmlText":"\n \n \n 据《联合早报》12月10日晚间消息,韩国警方星期四(10日)表示,周三晚间发生的一辆特斯拉电动汽车的致命撞车事故,发生地点在韩国首都首尔的一座公寓楼的停车场里,肇祸车辆为特斯拉Model X。驾驶者向警方报告称,车辆突然失控,撞向一堵墙,造成车上一名乘客死亡,两人受伤。警方称,这辆Model X在撞车后起火,用了大约一个小时才将火扑灭。韩国法医机构将对该车进行调查,以确定事故原因[眼眼]<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> \n 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[思考] ","listText":"[思考] [思考] ","text":"[思考] [思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190552926","repostId":"190255677","repostType":1,"repost":{"id":190255677,"gmtCreate":1620626647695,"gmtModify":1631888834755,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"【有奖竞猜】预测阿里巴巴财报涨跌幅!","htmlText":"本周四5月13日盘前,阿里巴巴将发布21财年4季度财报。<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 经历了蚂蚁暂停IPO和182亿巨额罚款,这次财报会有如何表现,虎妞和您盘盘看[财迷]~ 财报前瞻 彭博共识预期阿里巴巴本季度营收1803.97亿元,调整后EPS为11.67元。 <a target=\"_blank\" href=\"https://laohu8.com/U/36979109942400\">@小虎周报</a> 的观点认为,相比去年较低的比较基数,阿里巴巴本季度将实现强劲的业绩增长。 一季度阿里巨额罚单落地,因垄断被中国市场监管总局处罚182亿元。本次处罚力度整体符合预期,对阿里财务与业务影响均有限。 外界普遍预计,由于去年同期中国疫情严重影响了企业运营,本季度阿里营收将同比大增58%。阿里巴巴正在大幅增加对新业务和战略领域的投资,这在一定程度上是为了抓住由后疫情时期居家文化所驱动的新机遇、新机会,但也是为了应对拼多多、美团和京东等竞争对手的激进支出计划,目标是夺取农业和杂货分销的市场份额,支出激增短期内会抑制利润率,季度盈利或将不达预期。 市场普遍预计第四季度息税前利润同比增长42%,落后于收入增速,Ebitda利润率也将下降2.3%。 投资主题:被低估了吗 财报分析预测之外,近期关于阿里巴巴的投资讨论,估值论也值得一看。 阿里巴巴股价已从319美元的峰值跌至225美元,但去查看阿里巴巴的财务报表时,与收入、利润和现金流的爆炸增长相比,其估值立即显得偏低。 如果查看阿里巴巴对未来几年的盈利预测,就会发现公司当前市盈率约为当前财年","listText":"本周四5月13日盘前,阿里巴巴将发布21财年4季度财报。<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 经历了蚂蚁暂停IPO和182亿巨额罚款,这次财报会有如何表现,虎妞和您盘盘看[财迷]~ 财报前瞻 彭博共识预期阿里巴巴本季度营收1803.97亿元,调整后EPS为11.67元。 <a target=\"_blank\" href=\"https://laohu8.com/U/36979109942400\">@小虎周报</a> 的观点认为,相比去年较低的比较基数,阿里巴巴本季度将实现强劲的业绩增长。 一季度阿里巨额罚单落地,因垄断被中国市场监管总局处罚182亿元。本次处罚力度整体符合预期,对阿里财务与业务影响均有限。 外界普遍预计,由于去年同期中国疫情严重影响了企业运营,本季度阿里营收将同比大增58%。阿里巴巴正在大幅增加对新业务和战略领域的投资,这在一定程度上是为了抓住由后疫情时期居家文化所驱动的新机遇、新机会,但也是为了应对拼多多、美团和京东等竞争对手的激进支出计划,目标是夺取农业和杂货分销的市场份额,支出激增短期内会抑制利润率,季度盈利或将不达预期。 市场普遍预计第四季度息税前利润同比增长42%,落后于收入增速,Ebitda利润率也将下降2.3%。 投资主题:被低估了吗 财报分析预测之外,近期关于阿里巴巴的投资讨论,估值论也值得一看。 阿里巴巴股价已从319美元的峰值跌至225美元,但去查看阿里巴巴的财务报表时,与收入、利润和现金流的爆炸增长相比,其估值立即显得偏低。 如果查看阿里巴巴对未来几年的盈利预测,就会发现公司当前市盈率约为当前财年","text":"本周四5月13日盘前,阿里巴巴将发布21财年4季度财报。$阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 经历了蚂蚁暂停IPO和182亿巨额罚款,这次财报会有如何表现,虎妞和您盘盘看[财迷]~ 财报前瞻 彭博共识预期阿里巴巴本季度营收1803.97亿元,调整后EPS为11.67元。 @小虎周报 的观点认为,相比去年较低的比较基数,阿里巴巴本季度将实现强劲的业绩增长。 一季度阿里巨额罚单落地,因垄断被中国市场监管总局处罚182亿元。本次处罚力度整体符合预期,对阿里财务与业务影响均有限。 外界普遍预计,由于去年同期中国疫情严重影响了企业运营,本季度阿里营收将同比大增58%。阿里巴巴正在大幅增加对新业务和战略领域的投资,这在一定程度上是为了抓住由后疫情时期居家文化所驱动的新机遇、新机会,但也是为了应对拼多多、美团和京东等竞争对手的激进支出计划,目标是夺取农业和杂货分销的市场份额,支出激增短期内会抑制利润率,季度盈利或将不达预期。 市场普遍预计第四季度息税前利润同比增长42%,落后于收入增速,Ebitda利润率也将下降2.3%。 投资主题:被低估了吗 财报分析预测之外,近期关于阿里巴巴的投资讨论,估值论也值得一看。 阿里巴巴股价已从319美元的峰值跌至225美元,但去查看阿里巴巴的财务报表时,与收入、利润和现金流的爆炸增长相比,其估值立即显得偏低。 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[思考] ","listText":"[思考] [思考] ","text":"[思考] [思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322648581","repostId":"322198820","repostType":1,"repost":{"id":322198820,"gmtCreate":1615780025056,"gmtModify":1703492840471,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"title":"遇见大咖之何小鹏:小鹏汽车差点就跟蔚来合并了","htmlText":"\n \n \n 在第一次创业成功后身家超过百亿,当时的他年仅36岁,令无数人艳羡。但是这位年轻的创业者并没有停止自己创业的脚步。三年后,他自嘲自己选择了一个更苦的行业重新出发,他就是小鹏汽车的创始人何小鹏。何小鹏在节目中讲述了自己创业的心路历程。何小鹏谈起2019年最窘迫的时候,他跟汽车界的一位老前辈说:小鹏汽车差点就跟蔚来合并了,当时蔚来在“ICU”里,小鹏也即将进入“ICU”,两家企业没有100至200亿救不活。2020年小鹏汽车发布新一代自动驾驶体系,被特斯拉老板马斯克直指抄袭。对此,何小鹏发朋友圈正面硬刚:“中国的自动驾驶要把你打得找不着东。”他也表示,互联网纯数字化的变革会很困难,中国需要有互联网企业将软硬件耦合起来,此前何小鹏曾强烈建议阿里布局新能源汽车,但并未被采纳。<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>\n \n","listText":"在第一次创业成功后身家超过百亿,当时的他年仅36岁,令无数人艳羡。但是这位年轻的创业者并没有停止自己创业的脚步。三年后,他自嘲自己选择了一个更苦的行业重新出发,他就是小鹏汽车的创始人何小鹏。何小鹏在节目中讲述了自己创业的心路历程。何小鹏谈起2019年最窘迫的时候,他跟汽车界的一位老前辈说:小鹏汽车差点就跟蔚来合并了,当时蔚来在“ICU”里,小鹏也即将进入“ICU”,两家企业没有100至200亿救不活。2020年小鹏汽车发布新一代自动驾驶体系,被特斯拉老板马斯克直指抄袭。对此,何小鹏发朋友圈正面硬刚:“中国的自动驾驶要把你打得找不着东。”他也表示,互联网纯数字化的变革会很困难,中国需要有互联网企业将软硬件耦合起来,此前何小鹏曾强烈建议阿里布局新能源汽车,但并未被采纳。<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>","text":"在第一次创业成功后身家超过百亿,当时的他年仅36岁,令无数人艳羡。但是这位年轻的创业者并没有停止自己创业的脚步。三年后,他自嘲自己选择了一个更苦的行业重新出发,他就是小鹏汽车的创始人何小鹏。何小鹏在节目中讲述了自己创业的心路历程。何小鹏谈起2019年最窘迫的时候,他跟汽车界的一位老前辈说:小鹏汽车差点就跟蔚来合并了,当时蔚来在“ICU”里,小鹏也即将进入“ICU”,两家企业没有100至200亿救不活。2020年小鹏汽车发布新一代自动驾驶体系,被特斯拉老板马斯克直指抄袭。对此,何小鹏发朋友圈正面硬刚:“中国的自动驾驶要把你打得找不着东。”他也表示,互联网纯数字化的变革会很困难,中国需要有互联网企业将软硬件耦合起来,此前何小鹏曾强烈建议阿里布局新能源汽车,但并未被采纳。$小鹏汽车(XPEV)$ 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","listText":"[思考] ","text":"[思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322648892","repostId":"322376845","repostType":1,"repost":{"id":322376845,"gmtCreate":1615777917983,"gmtModify":1703492814517,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"一周IPO观察:百度、哔哩哔哩点燃二次上市潮,港股打新恢复生机","htmlText":"港股 随着二次上市公司的降临,至3月13日当周港股新股市场又开始恢复了生机。 有4家公司递交招股书、2家公司通过聆讯,其中一家公司正在招股,2家公司上市。其中<a target=\"_blank\" href=\"https://laohu8.com/S/06601\">$朝云集团(06601)$</a> 暗盘大跌20%,首日破发大跌13.15%,<a target=\"_blank\" href=\"https://laohu8.com/S/01413\">$广联工程控股(01413)$</a> 暗盘微涨3.7%,首日破发大跌22.22%。此外,福建厦门领先的混凝土建材制造商及供应商智欣集团也通过聆讯。中国同祥金融集团、依生生物、丰城集团、金泰丰国际递交招股书。 <a target=\"_blank\" href=\"https://laohu8.com/S/ATHM\">$汽车之家(ATHM)$</a> 家二次上市最终定价176.3港元,比定价前夜美股收盘价有5.6%的折价,暗盘最终收涨6.92%,延续了除百胜中国之外的所有二次上市暗盘均收涨的历史。由于二次上市的公司有美股锚定价格,且美股长期处于缓慢上行,因此只要定价最终有折价,收涨概率不低。 周五,<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> 二次上市通过港交所聆讯,并开启招股,每股不超过295港元,相比周五百度美股收盘价有15%的溢价,最终定价未必在上限。预计3月23日登陆港交所。除此之外,哔哩哔哩赴港二次上市获批,最早有望在下周启动。 美股 本周美股IPO有不少热门项目。此前,游戏圈期待的<a target=\"_blank\" href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a>","listText":"港股 随着二次上市公司的降临,至3月13日当周港股新股市场又开始恢复了生机。 有4家公司递交招股书、2家公司通过聆讯,其中一家公司正在招股,2家公司上市。其中<a target=\"_blank\" href=\"https://laohu8.com/S/06601\">$朝云集团(06601)$</a> 暗盘大跌20%,首日破发大跌13.15%,<a target=\"_blank\" href=\"https://laohu8.com/S/01413\">$广联工程控股(01413)$</a> 暗盘微涨3.7%,首日破发大跌22.22%。此外,福建厦门领先的混凝土建材制造商及供应商智欣集团也通过聆讯。中国同祥金融集团、依生生物、丰城集团、金泰丰国际递交招股书。 <a target=\"_blank\" href=\"https://laohu8.com/S/ATHM\">$汽车之家(ATHM)$</a> 家二次上市最终定价176.3港元,比定价前夜美股收盘价有5.6%的折价,暗盘最终收涨6.92%,延续了除百胜中国之外的所有二次上市暗盘均收涨的历史。由于二次上市的公司有美股锚定价格,且美股长期处于缓慢上行,因此只要定价最终有折价,收涨概率不低。 周五,<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> 二次上市通过港交所聆讯,并开启招股,每股不超过295港元,相比周五百度美股收盘价有15%的溢价,最终定价未必在上限。预计3月23日登陆港交所。除此之外,哔哩哔哩赴港二次上市获批,最早有望在下周启动。 美股 本周美股IPO有不少热门项目。此前,游戏圈期待的<a target=\"_blank\" href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a>","text":"港股 随着二次上市公司的降临,至3月13日当周港股新股市场又开始恢复了生机。 有4家公司递交招股书、2家公司通过聆讯,其中一家公司正在招股,2家公司上市。其中$朝云集团(06601)$ 暗盘大跌20%,首日破发大跌13.15%,$广联工程控股(01413)$ 暗盘微涨3.7%,首日破发大跌22.22%。此外,福建厦门领先的混凝土建材制造商及供应商智欣集团也通过聆讯。中国同祥金融集团、依生生物、丰城集团、金泰丰国际递交招股书。 $汽车之家(ATHM)$ 家二次上市最终定价176.3港元,比定价前夜美股收盘价有5.6%的折价,暗盘最终收涨6.92%,延续了除百胜中国之外的所有二次上市暗盘均收涨的历史。由于二次上市的公司有美股锚定价格,且美股长期处于缓慢上行,因此只要定价最终有折价,收涨概率不低。 周五,$百度(BIDU)$ 二次上市通过港交所聆讯,并开启招股,每股不超过295港元,相比周五百度美股收盘价有15%的溢价,最终定价未必在上限。预计3月23日登陆港交所。除此之外,哔哩哔哩赴港二次上市获批,最早有望在下周启动。 美股 本周美股IPO有不少热门项目。此前,游戏圈期待的$Roblox Corporation(RBLX)$","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322376845","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}