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大道有形我无形着眼2030
04-08
$台积电(TSM)$
为啥今天涨幅跑输大盘
大道有形我无形着眼2030
2024-05-10
$亚马逊(AMZN)$
大道有形我无形着眼2030
2022-08-08
$大健云仓(GCT)$
冲上云霄
大道有形我无形着眼2030
2022-03-29
这篇文章不错,转发给大家看看
@走马财经:2021年美团财报解读:十面埋伏下的巨大机遇
大道有形我无形着眼2030
2022-03-26
这篇文章不错,转发给大家看看
@美股投资网:英伟达GTC大会发布多款新产品是否能继续加深英伟达的技术护城河和竞争力?本季度财报有什么亮点?我们现在还能建仓吗?花了两天筹备这期视频,当今天早上发布出来后,$英伟达(NVDA)$ 暴涨10%,走出3月以来的新高。凭借押中图形处理显卡和人工智能(AI)芯片两大赛道,英伟达已经成为全球半导体市值Top 1,比第二名台积电足足多了近1100亿美元。股价六年涨了50倍,英伟达本周举行4天的GTC开发者大会,CEO黄仁勋对外发布20多款软硬件产品,让投资者看到公司未来的发展方向和核心业务。$AMD(AMD)$ $美光科技(MU)$ $阿斯麦(ASML)$ 那这些新产品是否能继续加深英伟达的技术护城河和竞争力呢?现在的价格是否还能抄底?今天我们的文章会给大家深入探讨一下,我们会把很多芯片术语用最简单的方式给大家科普,当你看完这个视频以后,保证让你成为芯片大神!如果你是第一次看到我们的频道,记得订阅哦!英伟达的CEO黄仁勋用了10多年的时间,将英伟达打造成GPU王者,然后他又用10多年的时间,把公司转型到AI,可以让GPU不局限于处理图形显示任务,还可以代替CPU处理非图形的计算任务。把GPU的应用场景延伸到自动驾驶,人工智能计算等多个领域。本来需要150个 CPU 才能做的人脸识别,现在2个GPU就可以搞定。这
大道有形我无形着眼2030
2022-02-17
这篇文章不错,转发给大家看看
@美股研习社:财报解剖 | 英伟达亮眼财报为何遭市场冷眼
大道有形我无形着眼2030
2022-02-16
这篇文章不错,转发给大家看看
抱歉,原内容已删除
大道有形我无形着眼2030
2022-01-12
2032,十年之后大家最看好英伟达、微软还是特斯拉?
抱歉,原内容已删除
大道有形我无形着眼2030
2022-01-04
如果这对创新产生寒蝉效应,那么中国股票市场十年内都难有作为
抱歉,原内容已删除
大道有形我无形着眼2030
2021-12-28
$苹果(AAPL)$
看好今晚突破三万亿
大道有形我无形着眼2030
2021-12-27
Nike大中华区营收降低20%还跳涨10%,实在令人费解
抱歉,原内容已删除
大道有形我无形着眼2030
2021-12-23
$AMD(AMD)$
2022,AMD能延续强势吗
大道有形我无形着眼2030
2021-12-21
nio到底是供应链问题还是model Y蚕食了市场
抱歉,原内容已删除
大道有形我无形着眼2030
2021-12-21
$英伟达(NVDA)$
继续加油
大道有形我无形着眼2030
2021-11-26
营收超预期,亏损扩大,处于新一轮扩张期
抱歉,原内容已删除
大道有形我无形着眼2030
2021-11-17
还未量产交付就全球第三大市值车企,这市梦率简直离谱
抱歉,原内容已删除
大道有形我无形着眼2030
2020-11-19
$Tesla Motors(TSLA)$
大胆预测钢铁侠有朝一日会成为第一大富豪
大道有形我无形着眼2030
2020-08-19
$Apple(AAPL)$
坐等市值突破两万亿
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/GCT\">$大健云仓(GCT)$</a>冲上云霄","text":"$大健云仓(GCT)$冲上云霄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685744173","isVote":1,"tweetType":1,"viewCount":1418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610398993,"gmtCreate":1648509511814,"gmtModify":1648509511814,"author":{"id":"3460029449307340","authorId":"3460029449307340","name":"大道有形我无形着眼2030","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460029449307340","authorIdStr":"3460029449307340"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610398993","repostId":"610956004","repostType":1,"repost":{"id":610956004,"gmtCreate":1648476936870,"gmtModify":1648511686245,"author":{"id":"3555926517215344","authorId":"3555926517215344","name":"走马财经","avatar":"https://static.tigerbbs.com/405de4c75e3b97b2d778531943cbe586","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555926517215344","authorIdStr":"3555926517215344"},"themes":[],"title":"2021年美团财报解读:十面埋伏下的巨大机遇","htmlText":"3月25日,美团发布了它的2021年四季度财报,自然也包含了2021年年报。财报中披露了足够多的数据,可以让我们窥探这家中国最大的本地生活服务平台的业务进展和未来走向。2021年的美团将战略进行了调整,直面亏损,同时面临着国内外各种各样的风险,可谓十面埋伏。但是风险与机遇总是并存的,在亏损之余,美团的增长也令人刮目相看,这为他的投入增添了底气,本文将从亏损、底气、风险与机遇、探索等几个方面为你解读这份财报,希望能为你看清美团提供一些有益的视角和帮助。1.亏损从某些财务指标来看,2021年并不是美团亏损最大的一年,2018年美团上市的时候,它的年报显示,该年度美团亏损超过1100亿。但那不是经营性亏损,而是因为上市,一笔可转换可赎回债券在财务数据上带来了1000亿以上的开支。2018年美团的经营亏损111亿,而2021年美团经营亏损达到了创纪录的231亿。拆分餐饮外卖、到店酒旅和新业务来看,亏损全部来自新业务。实际上2021年外卖和到店酒旅业务的利润都取得了巨大增长,外卖业务利润增长了118%,达到创纪录的61.7亿元,年度经营利润率达到6.4%。而到店酒旅业务的利润也达到了创纪录的140.9亿元,同比增长72.2%,利润率高达43.4%。新业务则巨亏383.9亿元,比2020年的亏损扩大了253.8%。具体而言,亏损主要来自研发带来的雇员福利开支增长132亿,增幅61.4%;来自推广、广告和用户激励的开支增长122亿,增幅110.3%;来自外包和物业、厂房折旧的开支增长183.2,增幅148.6%。餐饮外卖配送成本和交易成本的增速都属于正常范围内。从历史数据来看,餐饮外卖配送成本的增长一直跟外卖业务的高增长强相关,且与外卖业务营收的比值逐年下降,表明美团能在扩大外卖业务规模的情况下降低配送成本,是良性的降本增效挤毛巾式盈利。雇员福利开支虽然2021年增长较快,但是整体占营收","listText":"3月25日,美团发布了它的2021年四季度财报,自然也包含了2021年年报。财报中披露了足够多的数据,可以让我们窥探这家中国最大的本地生活服务平台的业务进展和未来走向。2021年的美团将战略进行了调整,直面亏损,同时面临着国内外各种各样的风险,可谓十面埋伏。但是风险与机遇总是并存的,在亏损之余,美团的增长也令人刮目相看,这为他的投入增添了底气,本文将从亏损、底气、风险与机遇、探索等几个方面为你解读这份财报,希望能为你看清美团提供一些有益的视角和帮助。1.亏损从某些财务指标来看,2021年并不是美团亏损最大的一年,2018年美团上市的时候,它的年报显示,该年度美团亏损超过1100亿。但那不是经营性亏损,而是因为上市,一笔可转换可赎回债券在财务数据上带来了1000亿以上的开支。2018年美团的经营亏损111亿,而2021年美团经营亏损达到了创纪录的231亿。拆分餐饮外卖、到店酒旅和新业务来看,亏损全部来自新业务。实际上2021年外卖和到店酒旅业务的利润都取得了巨大增长,外卖业务利润增长了118%,达到创纪录的61.7亿元,年度经营利润率达到6.4%。而到店酒旅业务的利润也达到了创纪录的140.9亿元,同比增长72.2%,利润率高达43.4%。新业务则巨亏383.9亿元,比2020年的亏损扩大了253.8%。具体而言,亏损主要来自研发带来的雇员福利开支增长132亿,增幅61.4%;来自推广、广告和用户激励的开支增长122亿,增幅110.3%;来自外包和物业、厂房折旧的开支增长183.2,增幅148.6%。餐饮外卖配送成本和交易成本的增速都属于正常范围内。从历史数据来看,餐饮外卖配送成本的增长一直跟外卖业务的高增长强相关,且与外卖业务营收的比值逐年下降,表明美团能在扩大外卖业务规模的情况下降低配送成本,是良性的降本增效挤毛巾式盈利。雇员福利开支虽然2021年增长较快,但是整体占营收","text":"3月25日,美团发布了它的2021年四季度财报,自然也包含了2021年年报。财报中披露了足够多的数据,可以让我们窥探这家中国最大的本地生活服务平台的业务进展和未来走向。2021年的美团将战略进行了调整,直面亏损,同时面临着国内外各种各样的风险,可谓十面埋伏。但是风险与机遇总是并存的,在亏损之余,美团的增长也令人刮目相看,这为他的投入增添了底气,本文将从亏损、底气、风险与机遇、探索等几个方面为你解读这份财报,希望能为你看清美团提供一些有益的视角和帮助。1.亏损从某些财务指标来看,2021年并不是美团亏损最大的一年,2018年美团上市的时候,它的年报显示,该年度美团亏损超过1100亿。但那不是经营性亏损,而是因为上市,一笔可转换可赎回债券在财务数据上带来了1000亿以上的开支。2018年美团的经营亏损111亿,而2021年美团经营亏损达到了创纪录的231亿。拆分餐饮外卖、到店酒旅和新业务来看,亏损全部来自新业务。实际上2021年外卖和到店酒旅业务的利润都取得了巨大增长,外卖业务利润增长了118%,达到创纪录的61.7亿元,年度经营利润率达到6.4%。而到店酒旅业务的利润也达到了创纪录的140.9亿元,同比增长72.2%,利润率高达43.4%。新业务则巨亏383.9亿元,比2020年的亏损扩大了253.8%。具体而言,亏损主要来自研发带来的雇员福利开支增长132亿,增幅61.4%;来自推广、广告和用户激励的开支增长122亿,增幅110.3%;来自外包和物业、厂房折旧的开支增长183.2,增幅148.6%。餐饮外卖配送成本和交易成本的增速都属于正常范围内。从历史数据来看,餐饮外卖配送成本的增长一直跟外卖业务的高增长强相关,且与外卖业务营收的比值逐年下降,表明美团能在扩大外卖业务规模的情况下降低配送成本,是良性的降本增效挤毛巾式盈利。雇员福利开支虽然2021年增长较快,但是整体占营收","images":[{"img":"https://static.tigerbbs.com/7a844ccfcdac7b9fc775e5eb9dc5fffd","width":"632","height":"434"},{"img":"https://static.tigerbbs.com/c952d3ce716565e3a36ac68cd2b05254","width":"632","height":"425"},{"img":"https://static.tigerbbs.com/5b9452996c8432c64f2dfbdd3b969f06","width":"632","height":"419"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610956004","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":19,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1880,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637792456,"gmtCreate":1648251050313,"gmtModify":1648251050313,"author":{"id":"3460029449307340","authorId":"3460029449307340","name":"大道有形我无形着眼2030","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460029449307340","authorIdStr":"3460029449307340"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"pap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\n \n 英伟达GTC大会发布多款新产品是否能继续加深英伟达的技术护城河和竞争力?本季度财报有什么亮点?我们现在还能建仓吗?花了两天筹备这期视频,当今天早上发布出来后,<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 暴涨10%,走出3月以来的新高。凭借押中图形处理显卡和人工智能(AI)芯片两大赛道,英伟达已经成为全球半导体市值Top 1,比第二名台积电足足多了近1100亿美元。股价六年涨了50倍,英伟达本周举行4天的GTC开发者大会,CEO黄仁勋对外发布20多款软硬件产品,让投资者看到公司未来的发展方向和核心业务。<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> 那这些新产品是否能继续加深英伟达的技术护城河和竞争力呢?现在的价格是否还能抄底?今天我们的文章会给大家深入探讨一下,我们会把很多芯片术语用最简单的方式给大家科普,当你看完这个视频以后,保证让你成为芯片大神!如果你是第一次看到我们的频道,记得订阅哦!英伟达的CEO黄仁勋用了10多年的时间,将英伟达打造成GPU王者,然后他又用10多年的时间,把公司转型到AI,可以让GPU不局限于处理图形显示任务,还可以代替CPU处理非图形的计算任务。把GPU的应用场景延伸到自动驾驶,人工智能计算等多个领域。本来需要150个 CPU 才能做的人脸识别,现在2个GPU就可以搞定。这\n \n","listText":"英伟达GTC大会发布多款新产品是否能继续加深英伟达的技术护城河和竞争力?本季度财报有什么亮点?我们现在还能建仓吗?花了两天筹备这期视频,当今天早上发布出来后,<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 暴涨10%,走出3月以来的新高。凭借押中图形处理显卡和人工智能(AI)芯片两大赛道,英伟达已经成为全球半导体市值Top 1,比第二名台积电足足多了近1100亿美元。股价六年涨了50倍,英伟达本周举行4天的GTC开发者大会,CEO黄仁勋对外发布20多款软硬件产品,让投资者看到公司未来的发展方向和核心业务。<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> 那这些新产品是否能继续加深英伟达的技术护城河和竞争力呢?现在的价格是否还能抄底?今天我们的文章会给大家深入探讨一下,我们会把很多芯片术语用最简单的方式给大家科普,当你看完这个视频以后,保证让你成为芯片大神!如果你是第一次看到我们的频道,记得订阅哦!英伟达的CEO黄仁勋用了10多年的时间,将英伟达打造成GPU王者,然后他又用10多年的时间,把公司转型到AI,可以让GPU不局限于处理图形显示任务,还可以代替CPU处理非图形的计算任务。把GPU的应用场景延伸到自动驾驶,人工智能计算等多个领域。本来需要150个 CPU 才能做的人脸识别,现在2个GPU就可以搞定。这","text":"英伟达GTC大会发布多款新产品是否能继续加深英伟达的技术护城河和竞争力?本季度财报有什么亮点?我们现在还能建仓吗?花了两天筹备这期视频,当今天早上发布出来后,$英伟达(NVDA)$ 暴涨10%,走出3月以来的新高。凭借押中图形处理显卡和人工智能(AI)芯片两大赛道,英伟达已经成为全球半导体市值Top 1,比第二名台积电足足多了近1100亿美元。股价六年涨了50倍,英伟达本周举行4天的GTC开发者大会,CEO黄仁勋对外发布20多款软硬件产品,让投资者看到公司未来的发展方向和核心业务。$AMD(AMD)$ $美光科技(MU)$ $阿斯麦(ASML)$ 那这些新产品是否能继续加深英伟达的技术护城河和竞争力呢?现在的价格是否还能抄底?今天我们的文章会给大家深入探讨一下,我们会把很多芯片术语用最简单的方式给大家科普,当你看完这个视频以后,保证让你成为芯片大神!如果你是第一次看到我们的频道,记得订阅哦!英伟达的CEO黄仁勋用了10多年的时间,将英伟达打造成GPU王者,然后他又用10多年的时间,把公司转型到AI,可以让GPU不局限于处理图形显示任务,还可以代替CPU处理非图形的计算任务。把GPU的应用场景延伸到自动驾驶,人工智能计算等多个领域。本来需要150个 CPU 才能做的人脸识别,现在2个GPU就可以搞定。这","images":[{"img":"https://static.tigerbbs.com/fb2900553fe3b0e635f484b7e10ca076","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637523816","isVote":1,"tweetType":2,"object":{"id":"f616a660d0bd4659bb0437e3f5640459","tweetId":"637523816","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/4f5aa4ba387702298092069265/j7Rsh5CJLrMA.mp4","poster":"https://static.tigerbbs.com/4de7876fc6f3f37d5e9603de112da664"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638193594,"gmtCreate":1645107764190,"gmtModify":1645107764190,"author":{"id":"3460029449307340","authorId":"3460029449307340","name":"大道有形我无形着眼2030","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460029449307340","authorIdStr":"3460029449307340"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638193594","repostId":"638349296","repostType":1,"repost":{"id":638349296,"gmtCreate":1645094523951,"gmtModify":1645128962888,"author":{"id":"4092209177497620","authorId":"4092209177497620","name":"美股研习社","avatar":"https://static.tigerbbs.com/504f9801d521d1863fa1d263ff8ea79d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092209177497620","authorIdStr":"4092209177497620"},"themes":[],"title":"财报解剖 | 英伟达亮眼财报为何遭市场冷眼","htmlText":"作者:昨辰摘要:数据中心仍为主要增长驱动力,供应链问题市场过于担忧2月16日盘后,英伟达发布超预期财报,游戏、数据中心和专业可视化三大业务营收连续两季创新高,带动全年营收暴增61%续创新高。尽管英伟达财报情况及下季指引均好于预期,但盘后竟然转跌?我们详细来看。截止22年2月16日收盘,英伟达21年全年涨幅为125.49%,22年至今涨幅为-9.86%,跑输同期标普500指数ETF(SPY:-5.97%)及费城半导体指数(SOXX:-9.6%)的涨幅,跑赢了同期纳指100ETF(QQQ:-10.51%)。从财报来看,英伟达继续保持高增长,FY22Q4营收同比增52.8%至76.43亿美元(预期74.2亿美元),连续七个季度业绩超预期;净利同比增96.6%至28.65亿美元;摊薄后EPS同比增12.8%至1.32美元(预期1.22美元)。全年营收同比增61.4%至269.14亿美元;净利同比增36.2%至97.52亿美元;摊薄后EPS同比翻倍(增123%)至创纪录的3.85美元。分业务来看:游戏、数据中心及专业可视化三项业务营收连续两季创新高。游戏业务依旧是英伟达营收的主要来源,但数据中心部门对英伟达未来发展的重要性越发凸显,是公司未来增长的主引擎。(1)游戏:疫情反复之下,宅家逐渐成为常态,对于游戏芯片的需求持续高涨近日,市场研究公司Newzoo发布的最新报告显示:2021年全球游戏市场总收入预计将达到1803亿美元,同比增长1.4%。虽然PC和主机游戏的全球收入均出现了小幅下滑(0.8%和6.6%),但手游市场继续保持着增长势头,932亿美元的年收入相比2020年上升7.3%,占全球游戏市场总收入的52%以上。2022年1月,中国移动游戏市场实际销售收入222.40亿元,环比增长20.25%,同比增长17.76%。这些强劲数据的背后,自然意味着英伟达生意好得不行:FY22Q","listText":"作者:昨辰摘要:数据中心仍为主要增长驱动力,供应链问题市场过于担忧2月16日盘后,英伟达发布超预期财报,游戏、数据中心和专业可视化三大业务营收连续两季创新高,带动全年营收暴增61%续创新高。尽管英伟达财报情况及下季指引均好于预期,但盘后竟然转跌?我们详细来看。截止22年2月16日收盘,英伟达21年全年涨幅为125.49%,22年至今涨幅为-9.86%,跑输同期标普500指数ETF(SPY:-5.97%)及费城半导体指数(SOXX:-9.6%)的涨幅,跑赢了同期纳指100ETF(QQQ:-10.51%)。从财报来看,英伟达继续保持高增长,FY22Q4营收同比增52.8%至76.43亿美元(预期74.2亿美元),连续七个季度业绩超预期;净利同比增96.6%至28.65亿美元;摊薄后EPS同比增12.8%至1.32美元(预期1.22美元)。全年营收同比增61.4%至269.14亿美元;净利同比增36.2%至97.52亿美元;摊薄后EPS同比翻倍(增123%)至创纪录的3.85美元。分业务来看:游戏、数据中心及专业可视化三项业务营收连续两季创新高。游戏业务依旧是英伟达营收的主要来源,但数据中心部门对英伟达未来发展的重要性越发凸显,是公司未来增长的主引擎。(1)游戏:疫情反复之下,宅家逐渐成为常态,对于游戏芯片的需求持续高涨近日,市场研究公司Newzoo发布的最新报告显示:2021年全球游戏市场总收入预计将达到1803亿美元,同比增长1.4%。虽然PC和主机游戏的全球收入均出现了小幅下滑(0.8%和6.6%),但手游市场继续保持着增长势头,932亿美元的年收入相比2020年上升7.3%,占全球游戏市场总收入的52%以上。2022年1月,中国移动游戏市场实际销售收入222.40亿元,环比增长20.25%,同比增长17.76%。这些强劲数据的背后,自然意味着英伟达生意好得不行:FY22Q","text":"作者:昨辰摘要:数据中心仍为主要增长驱动力,供应链问题市场过于担忧2月16日盘后,英伟达发布超预期财报,游戏、数据中心和专业可视化三大业务营收连续两季创新高,带动全年营收暴增61%续创新高。尽管英伟达财报情况及下季指引均好于预期,但盘后竟然转跌?我们详细来看。截止22年2月16日收盘,英伟达21年全年涨幅为125.49%,22年至今涨幅为-9.86%,跑输同期标普500指数ETF(SPY:-5.97%)及费城半导体指数(SOXX:-9.6%)的涨幅,跑赢了同期纳指100ETF(QQQ:-10.51%)。从财报来看,英伟达继续保持高增长,FY22Q4营收同比增52.8%至76.43亿美元(预期74.2亿美元),连续七个季度业绩超预期;净利同比增96.6%至28.65亿美元;摊薄后EPS同比增12.8%至1.32美元(预期1.22美元)。全年营收同比增61.4%至269.14亿美元;净利同比增36.2%至97.52亿美元;摊薄后EPS同比翻倍(增123%)至创纪录的3.85美元。分业务来看:游戏、数据中心及专业可视化三项业务营收连续两季创新高。游戏业务依旧是英伟达营收的主要来源,但数据中心部门对英伟达未来发展的重要性越发凸显,是公司未来增长的主引擎。(1)游戏:疫情反复之下,宅家逐渐成为常态,对于游戏芯片的需求持续高涨近日,市场研究公司Newzoo发布的最新报告显示:2021年全球游戏市场总收入预计将达到1803亿美元,同比增长1.4%。虽然PC和主机游戏的全球收入均出现了小幅下滑(0.8%和6.6%),但手游市场继续保持着增长势头,932亿美元的年收入相比2020年上升7.3%,占全球游戏市场总收入的52%以上。2022年1月,中国移动游戏市场实际销售收入222.40亿元,环比增长20.25%,同比增长17.76%。这些强劲数据的背后,自然意味着英伟达生意好得不行:FY22Q","images":[{"img":"https://static.tigerbbs.com/9cc167dea76dc7915e6add2c004e1e05","width":"632","height":"339"},{"img":"https://static.tigerbbs.com/d9cab99cc014b4515f8f454faf36ebfc","width":"632","height":"379"},{"img":"https://static.tigerbbs.com/3ca688d801bb5733444f6dd5a921ce0e","width":"632","height":"346"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638349296","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638933033,"gmtCreate":1645019303897,"gmtModify":1645019303897,"author":{"id":"3460029449307340","authorId":"3460029449307340","name":"大道有形我无形着眼2030","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460029449307340","authorIdStr":"3460029449307340"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638933033","repostId":"1175916852","repostType":4,"isVote":1,"tweetType":1,"viewCount":1893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694224498,"gmtCreate":1642000118384,"gmtModify":1642000118384,"author":{"id":"3460029449307340","authorId":"3460029449307340","name":"大道有形我无形着眼2030","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460029449307340","authorIdStr":"3460029449307340"},"themes":[],"htmlText":"2032,十年之后大家最看好英伟达、微软还是特斯拉?","listText":"2032,十年之后大家最看好英伟达、微软还是特斯拉?","text":"2032,十年之后大家最看好英伟达、微软还是特斯拉?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/694224498","repostId":"2202786996","repostType":2,"isVote":1,"tweetType":1,"viewCount":5067,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499987038693083","authorId":"3499987038693083","name":"楚天佑","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3499987038693083","authorIdStr":"3499987038693083"},"content":"再可见的未来,特斯拉电动车业务会被人追上,英伟达的显卡还没有人能追上,AMD显卡差距很大呀。","text":"再可见的未来,特斯拉电动车业务会被人追上,英伟达的显卡还没有人能追上,AMD显卡差距很大呀。","html":"再可见的未来,特斯拉电动车业务会被人追上,英伟达的显卡还没有人能追上,AMD显卡差距很大呀。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695982317,"gmtCreate":1641299641156,"gmtModify":1641299641156,"author":{"id":"3460029449307340","authorId":"3460029449307340","name":"大道有形我无形着眼2030","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460029449307340","authorIdStr":"3460029449307340"},"themes":[],"htmlText":"如果这对创新产生寒蝉效应,那么中国股票市场十年内都难有作为","listText":"如果这对创新产生寒蝉效应,那么中国股票市场十年内都难有作为","text":"如果这对创新产生寒蝉效应,那么中国股票市场十年内都难有作为","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695982317","repostId":"1141372672","repostType":2,"isVote":1,"tweetType":1,"viewCount":1803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696656019,"gmtCreate":1640689100062,"gmtModify":1640689100062,"author":{"id":"3460029449307340","authorId":"3460029449307340","name":"大道有形我无形着眼2030","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460029449307340","authorIdStr":"3460029449307340"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/GCT\">$大健云仓(GCT)$</a>冲上云霄","text":"$大健云仓(GCT)$冲上云霄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685744173","isVote":1,"tweetType":1,"viewCount":1418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610398993,"gmtCreate":1648509511814,"gmtModify":1648509511814,"author":{"id":"3460029449307340","authorId":"3460029449307340","name":"大道有形我无形着眼2030","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460029449307340","authorIdStr":"3460029449307340"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610398993","repostId":"610956004","repostType":1,"repost":{"id":610956004,"gmtCreate":1648476936870,"gmtModify":1648511686245,"author":{"id":"3555926517215344","authorId":"3555926517215344","name":"走马财经","avatar":"https://static.tigerbbs.com/405de4c75e3b97b2d778531943cbe586","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555926517215344","authorIdStr":"3555926517215344"},"themes":[],"title":"2021年美团财报解读:十面埋伏下的巨大机遇","htmlText":"3月25日,美团发布了它的2021年四季度财报,自然也包含了2021年年报。财报中披露了足够多的数据,可以让我们窥探这家中国最大的本地生活服务平台的业务进展和未来走向。2021年的美团将战略进行了调整,直面亏损,同时面临着国内外各种各样的风险,可谓十面埋伏。但是风险与机遇总是并存的,在亏损之余,美团的增长也令人刮目相看,这为他的投入增添了底气,本文将从亏损、底气、风险与机遇、探索等几个方面为你解读这份财报,希望能为你看清美团提供一些有益的视角和帮助。1.亏损从某些财务指标来看,2021年并不是美团亏损最大的一年,2018年美团上市的时候,它的年报显示,该年度美团亏损超过1100亿。但那不是经营性亏损,而是因为上市,一笔可转换可赎回债券在财务数据上带来了1000亿以上的开支。2018年美团的经营亏损111亿,而2021年美团经营亏损达到了创纪录的231亿。拆分餐饮外卖、到店酒旅和新业务来看,亏损全部来自新业务。实际上2021年外卖和到店酒旅业务的利润都取得了巨大增长,外卖业务利润增长了118%,达到创纪录的61.7亿元,年度经营利润率达到6.4%。而到店酒旅业务的利润也达到了创纪录的140.9亿元,同比增长72.2%,利润率高达43.4%。新业务则巨亏383.9亿元,比2020年的亏损扩大了253.8%。具体而言,亏损主要来自研发带来的雇员福利开支增长132亿,增幅61.4%;来自推广、广告和用户激励的开支增长122亿,增幅110.3%;来自外包和物业、厂房折旧的开支增长183.2,增幅148.6%。餐饮外卖配送成本和交易成本的增速都属于正常范围内。从历史数据来看,餐饮外卖配送成本的增长一直跟外卖业务的高增长强相关,且与外卖业务营收的比值逐年下降,表明美团能在扩大外卖业务规模的情况下降低配送成本,是良性的降本增效挤毛巾式盈利。雇员福利开支虽然2021年增长较快,但是整体占营收","listText":"3月25日,美团发布了它的2021年四季度财报,自然也包含了2021年年报。财报中披露了足够多的数据,可以让我们窥探这家中国最大的本地生活服务平台的业务进展和未来走向。2021年的美团将战略进行了调整,直面亏损,同时面临着国内外各种各样的风险,可谓十面埋伏。但是风险与机遇总是并存的,在亏损之余,美团的增长也令人刮目相看,这为他的投入增添了底气,本文将从亏损、底气、风险与机遇、探索等几个方面为你解读这份财报,希望能为你看清美团提供一些有益的视角和帮助。1.亏损从某些财务指标来看,2021年并不是美团亏损最大的一年,2018年美团上市的时候,它的年报显示,该年度美团亏损超过1100亿。但那不是经营性亏损,而是因为上市,一笔可转换可赎回债券在财务数据上带来了1000亿以上的开支。2018年美团的经营亏损111亿,而2021年美团经营亏损达到了创纪录的231亿。拆分餐饮外卖、到店酒旅和新业务来看,亏损全部来自新业务。实际上2021年外卖和到店酒旅业务的利润都取得了巨大增长,外卖业务利润增长了118%,达到创纪录的61.7亿元,年度经营利润率达到6.4%。而到店酒旅业务的利润也达到了创纪录的140.9亿元,同比增长72.2%,利润率高达43.4%。新业务则巨亏383.9亿元,比2020年的亏损扩大了253.8%。具体而言,亏损主要来自研发带来的雇员福利开支增长132亿,增幅61.4%;来自推广、广告和用户激励的开支增长122亿,增幅110.3%;来自外包和物业、厂房折旧的开支增长183.2,增幅148.6%。餐饮外卖配送成本和交易成本的增速都属于正常范围内。从历史数据来看,餐饮外卖配送成本的增长一直跟外卖业务的高增长强相关,且与外卖业务营收的比值逐年下降,表明美团能在扩大外卖业务规模的情况下降低配送成本,是良性的降本增效挤毛巾式盈利。雇员福利开支虽然2021年增长较快,但是整体占营收","text":"3月25日,美团发布了它的2021年四季度财报,自然也包含了2021年年报。财报中披露了足够多的数据,可以让我们窥探这家中国最大的本地生活服务平台的业务进展和未来走向。2021年的美团将战略进行了调整,直面亏损,同时面临着国内外各种各样的风险,可谓十面埋伏。但是风险与机遇总是并存的,在亏损之余,美团的增长也令人刮目相看,这为他的投入增添了底气,本文将从亏损、底气、风险与机遇、探索等几个方面为你解读这份财报,希望能为你看清美团提供一些有益的视角和帮助。1.亏损从某些财务指标来看,2021年并不是美团亏损最大的一年,2018年美团上市的时候,它的年报显示,该年度美团亏损超过1100亿。但那不是经营性亏损,而是因为上市,一笔可转换可赎回债券在财务数据上带来了1000亿以上的开支。2018年美团的经营亏损111亿,而2021年美团经营亏损达到了创纪录的231亿。拆分餐饮外卖、到店酒旅和新业务来看,亏损全部来自新业务。实际上2021年外卖和到店酒旅业务的利润都取得了巨大增长,外卖业务利润增长了118%,达到创纪录的61.7亿元,年度经营利润率达到6.4%。而到店酒旅业务的利润也达到了创纪录的140.9亿元,同比增长72.2%,利润率高达43.4%。新业务则巨亏383.9亿元,比2020年的亏损扩大了253.8%。具体而言,亏损主要来自研发带来的雇员福利开支增长132亿,增幅61.4%;来自推广、广告和用户激励的开支增长122亿,增幅110.3%;来自外包和物业、厂房折旧的开支增长183.2,增幅148.6%。餐饮外卖配送成本和交易成本的增速都属于正常范围内。从历史数据来看,餐饮外卖配送成本的增长一直跟外卖业务的高增长强相关,且与外卖业务营收的比值逐年下降,表明美团能在扩大外卖业务规模的情况下降低配送成本,是良性的降本增效挤毛巾式盈利。雇员福利开支虽然2021年增长较快,但是整体占营收","images":[{"img":"https://static.tigerbbs.com/7a844ccfcdac7b9fc775e5eb9dc5fffd","width":"632","height":"434"},{"img":"https://static.tigerbbs.com/c952d3ce716565e3a36ac68cd2b05254","width":"632","height":"425"},{"img":"https://static.tigerbbs.com/5b9452996c8432c64f2dfbdd3b969f06","width":"632","height":"419"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610956004","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":19,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1880,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638193594,"gmtCreate":1645107764190,"gmtModify":1645107764190,"author":{"id":"3460029449307340","authorId":"3460029449307340","name":"大道有形我无形着眼2030","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460029449307340","authorIdStr":"3460029449307340"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"pap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