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2024-05-10

$Phunware, Inc.(PHUN)$ 持股三年从未做空不断补仓

2024-05-20

$Phunware, Inc.(PHUN)$

2022-12-05

$Phunware, Inc.(PHUN)$ 这票要套人几年呀？

2023-09-28

$第一共和银行(FRCB)$ 为什么不能买也不能卖呀

2023-03-24

$Phunware, Inc.(PHUN)$ 厉害！敢买就跌

2025-08-13

$Phunware, Inc.(PHUN)$ 这么坑人的股票居然还没退市?

2021-10-25

$Remark Media(MARK)$原来盘前暴涨的股票是小散一买就暴跌呀？

2020-02-11

$慧择控股(HUIZ)$ 哪位大咖知道，这里打新股万一中签了，怎么付款呀？

2020-01-17

$中国恒大(03333)$ 怎么一下子跌了2元？

2021-08-23

电商平台就那么几个，你不看好京东，你看好哪一个？或者拿数据横向对比一下各自优劣给大家看看，好吗？

京东：收入向“阳”而生，利润向“死”而去

去老虎APP查看更多动态

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href=http://www.zhitongcaijing.com/content/detail/1338166.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月29日，超微电脑警告称，其在财务披露相关控制中存在的薄弱环节，如果不加以解决，可能会损害公司“及时且准确”地报告财务结果的能力。这家服务器制造商在提交给美国证券交易委员会(SEC)的年度文件中表示，截至6月30日，该公司发现其财务控制存在问题。超微电脑去年错过了2024年8月提交年度财务报告的最后期限，其审计机构安永会计师事务所于同年10月辞职，理由是对该公司的治理和透明度感到担忧。该公司后来...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1338166.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"SMCI":"超微电脑"},"source_url":"http://www.zhitongcaijing.com/content/detail/1338166.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2563984940","content_text":"8月29日，超微电脑警告称，其在财务披露相关控制中存在的薄弱环节，如果不加以解决，可能会损害公司“及时且准确”地报告财务结果的能力。这家服务器制造商在提交给美国证券交易委员会(SEC)的年度文件中表示，截至6月30日，该公司发现其财务控制存在问题。超微电脑去年错过了2024年8月提交年度财务报告的最后期限，其审计机构安永会计师事务所于同年10月辞职，理由是对该公司的治理和透明度感到担忧。该公司后来才提交了所需的财务报表。超微电脑在文件中表示：“我们得出结论，截至2025年6月30日，我们在财务报告内部控制方面并不有效，因为这些控制存在重大缺陷。”该公司还得出结论称，截至同一日期，其披露控制和程序“并不有效”。超微电脑表示：“尽管我们已经启动补救措施以应对所发现的重大缺陷，但我们不能保证我们的补救工作将足以让我们得出这些控制在未来会有效的结论。”“我们也不能向您保证，在未来不会出现或被发现额外的重大缺陷。”值得一提的是，在3月31日的一份文件中，超微电脑列出了其为改进财务控制而采取的一系列措施。该公司在3月的文件中表示：“尽管我们已在增强财务报告内部控制方面取得进展，但我们仍在实施这些流程、程序和控制的过程中。”“完成实施以及对这些程序进行评估并确保其长期可持续性仍需要更多时间。”超微电脑的股价今年曾因市场乐观情绪(认为该公司将受益于人工智能设备需求的激增)而一度上涨88%，直到8月5日该公司下调了其财年的营收预测。此后其股价下跌了23%。截至周四收盘，该股年内累计涨幅缩窄至44%。","news_type":1,"symbols_score_info":{"SMCI":1}},"isVote":1,"tweetType":1,"viewCount":1655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467266093703424,"gmtCreate":1755095340999,"gmtModify":1755095342208,"author":{"id":"3488483117770638","authorId":"3488483117770638","name":"快乐金生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3488483117770638","authorIdStr":"3488483117770638"},"themes":[],"htmlText":"<a 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是资本的游戏规则问题。铁律是大多数股票如果有大批散户死拿住不卖的话，要么长期横盘要么长期阴跌，股价一般不会涨，也不会有资金关注。//@小岛大浪:这种钱都不该我挣，拿不住，根本拿不住","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407769254744376","isVote":1,"tweetType":1,"viewCount":2461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407236069945856,"gmtCreate":1740441308852,"gmtModify":1740441309906,"author":{"id":"3488483117770638","authorId":"3488483117770638","name":"快乐金生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3488483117770638","authorIdStr":"3488483117770638"},"themes":[],"htmlText":"马斯克的种种改革措施在中国很正常啊，怎么到美国就被反对针对?","listText":"马斯克的种种改革措施在中国很正常啊，怎么到美国就被反对针对?","text":"马斯克的种种改革措施在中国很正常啊，怎么到美国就被反对针对?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407236069945856","repostId":"2514700707","repostType":2,"repost":{"id":"2514700707","kind":"news","pubTimestamp":1740440220,"share":"https://www.laohu8.com/m/news/2514700707?lang=zh_CN&edition=full","pubTime":"2025-02-25 07:37","market":"sg","language":"zh","title":"马斯克下最后通牒：本周仍未返回办公室的员工将被行政休假","url":"https://stock-news.laohu8.com/highlight/detail?id=2514700707","media":"观察者网","summary":"当地时间24日，美国政府效率部负责人埃隆·马斯克在X平台上发文说，无视美国总统特朗普复工行政命令的人现在已经收到了超过一个月的警告。从本周开始，那些仍未返回办公室进行现场工作的员工将被安排“行政休假”。上周末，马斯克突然提出，按照特朗普的指示，所有美国联邦政府雇员都必须分享他们过去一周的工作内容，否则将面临解雇。","content":"<html><body><div>\n<p cms-style=\"font-L\">当地时间24日，美国政府效率部负责人埃隆·马斯克在X平台上发文说，无视美国总统特朗普复工行政命令的人现在已经收到了超过一个月的警告。从本周开始，那些仍未返回办公室进行现场工作的员工将被安排“行政休假”。</p><div><img src=\"http://n.sinaimg.cn/sinakd20250225s/690/w1118h372/20250225/8e62-6e8a7ed20cb21123e242664117d57618.png\"/><span></span></div><p cms-style=\"font-L\">此前，美国联邦政府向所有联邦政府雇员发送了一封电子邮件，向他们提供了一项自愿“买断”方案，即当事人的薪酬与福利将持续至9月30日，并免除现场办公要求。但如果这些员工不按时回办公室工作，那么他们将被解雇。</p><p cms-style=\"font-L\">上周末，马斯克突然提出，按照特朗普的指示，所有美国联邦政府雇员都必须分享他们过去一周的工作内容，否则将面临解雇。此举引发特朗普政府的新一轮混乱局面，美国务院、国防部等多个部门要求员工不要立即回应或暂停回复。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">本文系观察者网独家稿件，未经授权，不得转载。</font></p>\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>马斯克下最后通牒：本周仍未返回办公室的员工将被行政休假</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{ 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}\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马斯克下最后通牒：本周仍未返回办公室的员工将被行政休假\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-25 07:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2025-02-25/doc-inemrzsq9248890.shtml><strong>观察者网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当地时间24日，美国政府效率部负责人埃隆·马斯克在X平台上发文说，无视美国总统特朗普复工行政命令的人现在已经收到了超过一个月的警告。从本周开始，那些仍未返回办公室进行现场工作的员工将被安排“行政休假”。此前，美国联邦政府向所有联邦政府雇员发送了一封电子邮件，向他们提供了一项自愿“买断”方案，即当事人的薪酬与福利将持续至9月30日，并免除现场办公要求。但如果这些员工不按时回办公室工作，那么他们将被...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2025-02-25/doc-inemrzsq9248890.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TSLA":"特斯拉","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) 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ACC"},"source_url":"https://finance.sina.com.cn/roll/2025-02-25/doc-inemrzsq9248890.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2514700707","content_text":"当地时间24日，美国政府效率部负责人埃隆·马斯克在X平台上发文说，无视美国总统特朗普复工行政命令的人现在已经收到了超过一个月的警告。从本周开始，那些仍未返回办公室进行现场工作的员工将被安排“行政休假”。此前，美国联邦政府向所有联邦政府雇员发送了一封电子邮件，向他们提供了一项自愿“买断”方案，即当事人的薪酬与福利将持续至9月30日，并免除现场办公要求。但如果这些员工不按时回办公室工作，那么他们将被解雇。上周末，马斯克突然提出，按照特朗普的指示，所有美国联邦政府雇员都必须分享他们过去一周的工作内容，否则将面临解雇。此举引发特朗普政府的新一轮混乱局面，美国务院、国防部等多个部门要求员工不要立即回应或暂停回复。本文系观察者网独家稿件，未经授权，不得转载。\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":2278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403538855047304,"gmtCreate":1739545087277,"gmtModify":1739545088681,"author":{"id":"3488483117770638","authorId":"3488483117770638","name":"快乐金生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3488483117770638","authorIdStr":"3488483117770638"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOUN\">$SoundHound AI Inc(SOUN)$&nbsp;</a> 这类的股票真的很可怕， 散户只有被收割的份儿， 还是远离比较好。","listText":"<a href=\"https://laohu8.com/S/SOUN\">$SoundHound AI Inc(SOUN)$&nbsp;</a> 这类的股票真的很可怕， 散户只有被收割的份儿， 还是远离比较好。","text":"$SoundHound AI Inc(SOUN)$ 这类的股票真的很可怕， 散户只有被收割的份儿， 还是远离比较好。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403538855047304","isVote":1,"tweetType":1,"viewCount":2078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403536099348840,"gmtCreate":1739544948756,"gmtModify":1739544950369,"author":{"id":"3488483117770638","authorId":"3488483117770638","name":"快乐金生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3488483117770638","authorIdStr":"3488483117770638"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$&nbsp;</a>我终于明白了，只要是主动让你看到的消息都是坑","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$&nbsp;</a>我终于明白了，只要是主动让你看到的消息都是坑","text":"$游戏驿站(GME)$ 我终于明白了，只要是主动让你看到的消息都是坑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403536099348840","repostId":"1128403765","repostType":2,"repost":{"id":"1128403765","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":1739488304,"share":"https://www.laohu8.com/m/news/1128403765?lang=zh_CN&edition=full","pubTime":"2025-02-14 07:11","market":"hk","language":"zh","title":"传游戏驿站正考虑投资比特币及其他加密货币，游戏驿站盘后一度大涨20%","url":"https://stock-news.laohu8.com/highlight/detail?id=1128403765","media":"老虎资讯综合","summary":"据CNBC消息，知情人士透露，从电子游戏零售商转型为“迷因股”的 GameStop 正在考虑投资比特币及其他加密货币。三位消息人士表示，GameStop 正在探索另类资产类别的投资机会，其中包括加密货币，尤其是比特币。受此消息影响，GameStop 的股价在盘后交易中一度飙升 20%，目前涨6%。MicroStrategy 是目前全球持有比特币最多的企业。2023 年 12 月，GameStop 董事会批准了一项新的“投资政策”。该政策允许科恩、两名独立董事以及其他必要的管理人员负责 GameStop 的证券投资组合管理。","content":"<html><head></head><body><p>据CNBC消息，知情人士透露，从电子游戏零售商转型为“迷因股”的 GameStop（ <a href=\"https://laohu8.com/S/GME\">游戏驿站</a> ,GME） 正在考虑投资比特币及其他加密货币。</p><p>三位消息人士表示，GameStop 正在探索另类资产类别的投资机会，其中包括加密货币，尤其是比特币。</p><p>受此消息影响，GameStop 的股价在盘后交易中一度飙升 20%，目前涨6%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fdb1424a15edf8a5b63e4e2f7d0aaa62\" tg-width=\"1170\" tg-height=\"1195\"/></p><p>然而，该公司可能最终决定不进行这些投资。一位消息人士称，GameStop 仍在评估这是否符合其业务发展方向。</p><p>上周末，GameStop 首席执行官瑞安·科恩（Ryan Cohen）在社交媒体平台 X 上发布了一张照片，照片中他与 MicroStrategy 联合创始人兼董事长迈克尔·塞勒（Michael Saylor）合影。MicroStrategy 是目前全球持有比特币最多的企业。然而，两位消息人士表示，塞勒目前并未参与 GameStop 关于加密投资的讨论。</p><p>早在 2022 年，GameStop 就曾推出加密钱包，允许用户管理其加密货币和 NFT（非同质化代币）。然而，该公司在 2023 年关闭了该服务，理由是“监管不确定性”。</p><p>科恩是 Chewy 的联合创始人，他在 2020 年购买了 GameStop 的股票，并于 2021 年加入董事会。当时，GameStop 成为交易热潮中的“迷因股”代表之一。由于科恩拥有电商行业的经验，外界曾对他寄予厚望，希望他能推动 GameStop 从传统的线下零售模式向现代化转型。然而，该公司仍在努力适应游戏玩家消费习惯的变化。</p><p>在科恩的领导下，GameStop 一直专注于削减成本和优化运营，以确保公司在未能实现增长的情况下仍能保持盈利。截至 2023 年 11 月 2 日，GameStop 已积累 46 亿美元现金，并在利用这笔资金进行投资（根据 12 月的证券备案文件）。</p><p>如果 GameStop 选择将比特币纳入资产负债表，那么它将效仿 MicroStrategy 的策略。这家公司最近更名为 Strategy，在过去几年里购买了数十亿美元的比特币，使其从一家软件公司逐渐转型为比特币持有机构。</p><p>这一决定推动了 Strategy 股价的迅速上涨，尽管市场波动较大。</p><p>2023 年 12 月，GameStop 董事会批准了一项新的“投资政策”。该政策允许科恩、两名独立董事以及其他必要的管理人员负责 GameStop 的证券投资组合管理。这些投资必须符合政策规定，或需获得投资委员会全票通过，或由董事会以多数票批准。</p><p><em>文章源自CNBC《GameStop is considering investing in bitcoin and other cryptocurrencies, sources say》</em></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>传游戏驿站正考虑投资比特币及其他加密货币，游戏驿站盘后一度大涨20%</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{ 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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传游戏驿站正考虑投资比特币及其他加密货币，游戏驿站盘后一度大涨20%\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\">2025-02-14 07:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据CNBC消息，知情人士透露，从电子游戏零售商转型为“迷因股”的 GameStop（ <a href=\"https://laohu8.com/S/GME\">游戏驿站</a> ,GME） 正在考虑投资比特币及其他加密货币。</p><p>三位消息人士表示，GameStop 正在探索另类资产类别的投资机会，其中包括加密货币，尤其是比特币。</p><p>受此消息影响，GameStop 的股价在盘后交易中一度飙升 20%，目前涨6%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fdb1424a15edf8a5b63e4e2f7d0aaa62\" tg-width=\"1170\" tg-height=\"1195\"/></p><p>然而，该公司可能最终决定不进行这些投资。一位消息人士称，GameStop 仍在评估这是否符合其业务发展方向。</p><p>上周末，GameStop 首席执行官瑞安·科恩（Ryan Cohen）在社交媒体平台 X 上发布了一张照片，照片中他与 MicroStrategy 联合创始人兼董事长迈克尔·塞勒（Michael Saylor）合影。MicroStrategy 是目前全球持有比特币最多的企业。然而，两位消息人士表示，塞勒目前并未参与 GameStop 关于加密投资的讨论。</p><p>早在 2022 年，GameStop 就曾推出加密钱包，允许用户管理其加密货币和 NFT（非同质化代币）。然而，该公司在 2023 年关闭了该服务，理由是“监管不确定性”。</p><p>科恩是 Chewy 的联合创始人，他在 2020 年购买了 GameStop 的股票，并于 2021 年加入董事会。当时，GameStop 成为交易热潮中的“迷因股”代表之一。由于科恩拥有电商行业的经验，外界曾对他寄予厚望，希望他能推动 GameStop 从传统的线下零售模式向现代化转型。然而，该公司仍在努力适应游戏玩家消费习惯的变化。</p><p>在科恩的领导下，GameStop 一直专注于削减成本和优化运营，以确保公司在未能实现增长的情况下仍能保持盈利。截至 2023 年 11 月 2 日，GameStop 已积累 46 亿美元现金，并在利用这笔资金进行投资（根据 12 月的证券备案文件）。</p><p>如果 GameStop 选择将比特币纳入资产负债表，那么它将效仿 MicroStrategy 的策略。这家公司最近更名为 Strategy，在过去几年里购买了数十亿美元的比特币，使其从一家软件公司逐渐转型为比特币持有机构。</p><p>这一决定推动了 Strategy 股价的迅速上涨，尽管市场波动较大。</p><p>2023 年 12 月，GameStop 董事会批准了一项新的“投资政策”。该政策允许科恩、两名独立董事以及其他必要的管理人员负责 GameStop 的证券投资组合管理。这些投资必须符合政策规定，或需获得投资委员会全票通过，或由董事会以多数票批准。</p><p><em>文章源自CNBC《GameStop is considering investing in bitcoin and other cryptocurrencies, sources say》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/17c3e7c46f678dd3fbd522790afa58af","relate_stocks":{"GME":"游戏驿站"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128403765","content_text":"据CNBC消息，知情人士透露，从电子游戏零售商转型为“迷因股”的 GameStop（ 游戏驿站 ,GME） 正在考虑投资比特币及其他加密货币。三位消息人士表示，GameStop 正在探索另类资产类别的投资机会，其中包括加密货币，尤其是比特币。受此消息影响，GameStop 的股价在盘后交易中一度飙升 20%，目前涨6%。然而，该公司可能最终决定不进行这些投资。一位消息人士称，GameStop 仍在评估这是否符合其业务发展方向。上周末，GameStop 首席执行官瑞安·科恩（Ryan Cohen）在社交媒体平台 X 上发布了一张照片，照片中他与 MicroStrategy 联合创始人兼董事长迈克尔·塞勒（Michael Saylor）合影。MicroStrategy 是目前全球持有比特币最多的企业。然而，两位消息人士表示，塞勒目前并未参与 GameStop 关于加密投资的讨论。早在 2022 年，GameStop 就曾推出加密钱包，允许用户管理其加密货币和 NFT（非同质化代币）。然而，该公司在 2023 年关闭了该服务，理由是“监管不确定性”。科恩是 Chewy 的联合创始人，他在 2020 年购买了 GameStop 的股票，并于 2021 年加入董事会。当时，GameStop 成为交易热潮中的“迷因股”代表之一。由于科恩拥有电商行业的经验，外界曾对他寄予厚望，希望他能推动 GameStop 从传统的线下零售模式向现代化转型。然而，该公司仍在努力适应游戏玩家消费习惯的变化。在科恩的领导下，GameStop 一直专注于削减成本和优化运营，以确保公司在未能实现增长的情况下仍能保持盈利。截至 2023 年 11 月 2 日，GameStop 已积累 46 亿美元现金，并在利用这笔资金进行投资（根据 12 月的证券备案文件）。如果 GameStop 选择将比特币纳入资产负债表，那么它将效仿 MicroStrategy 的策略。这家公司最近更名为 Strategy，在过去几年里购买了数十亿美元的比特币，使其从一家软件公司逐渐转型为比特币持有机构。这一决定推动了 Strategy 股价的迅速上涨，尽管市场波动较大。2023 年 12 月，GameStop 董事会批准了一项新的“投资政策”。该政策允许科恩、两名独立董事以及其他必要的管理人员负责 GameStop 的证券投资组合管理。这些投资必须符合政策规定，或需获得投资委员会全票通过，或由董事会以多数票批准。文章源自CNBC《GameStop is considering investing in bitcoin and other cryptocurrencies, sources say》","news_type":1,"symbols_score_info":{"GME":1.1}},"isVote":1,"tweetType":1,"viewCount":2755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403519017685512,"gmtCreate":1739541425477,"gmtModify":1739541427143,"author":{"id":"3488483117770638","authorId":"3488483117770638","name":"快乐金生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3488483117770638","authorIdStr":"3488483117770638"},"themes":[],"htmlText":"难道英伟达的炒股能力比研发芯片的能力强吗?","listText":"难道英伟达的炒股能力比研发芯片的能力强吗?","text":"难道英伟达的炒股能力比研发芯片的能力强吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403519017685512","repostId":"1155160312","repostType":2,"repost":{"id":"1155160312","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":1739534086,"share":"https://www.laohu8.com/m/news/1155160312?lang=zh_CN&edition=full","pubTime":"2025-02-14 19:54","market":"us","language":"zh","title":"英伟达最新13F持仓曝光！建仓文远知行、NEBIUS，清仓SERV、SOUN、NNOX","url":"https://stock-news.laohu8.com/highlight/detail?id=1155160312","media":"老虎资讯综合","summary":"文远知行盘前暴涨逾70%！英伟达在SEC文件中报告持有该公司174万股的股份","content":"<html><head></head><body><p>2月14日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>最新13F持仓曝光，相关持仓股盘前集体异动！<a href=\"https://laohu8.com/S/WRD\">文远知行</a>一度飙涨120%，<a href=\"https://laohu8.com/S/NBIS\">Nebius</a>涨超10%，获英伟达建仓买入；<a href=\"https://laohu8.com/S/SERV\">Serve Robotics</a>暴跌近40%，<a href=\"https://laohu8.com/S/SOUN\">Soundhound AI</a>大跌近20%，<a href=\"https://laohu8.com/S/NNOX\">Nano-X Imaging</a>跌超7%，遭英伟达清仓卖出。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdded0bebe7537abdd91b4a9bcba055f\" title=\"\" tg-width=\"1872\" tg-height=\"423\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0b0ffc36d8d28b4cb4813f6230d2c99\" tg-width=\"400\" tg-height=\"571\"/></p></body></html>","collect":0,"html":"<!DOCTYPE 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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\">2025-02-14 19:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月14日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>最新13F持仓曝光，相关持仓股盘前集体异动！<a href=\"https://laohu8.com/S/WRD\">文远知行</a>一度飙涨120%，<a href=\"https://laohu8.com/S/NBIS\">Nebius</a>涨超10%，获英伟达建仓买入；<a href=\"https://laohu8.com/S/SERV\">Serve Robotics</a>暴跌近40%，<a href=\"https://laohu8.com/S/SOUN\">Soundhound AI</a>大跌近20%，<a href=\"https://laohu8.com/S/NNOX\">Nano-X Imaging</a>跌超7%，遭英伟达清仓卖出。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdded0bebe7537abdd91b4a9bcba055f\" title=\"\" tg-width=\"1872\" tg-height=\"423\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0b0ffc36d8d28b4cb4813f6230d2c99\" tg-width=\"400\" tg-height=\"571\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4592":"伊斯兰概念","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","WRD":"文远知行","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson 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href=\"https://laohu8.com/S/JD\">京东</a>于北京时间8月23日美股盘前发布了2021年第二季度财报：</p>\n<p>a.收入实现了2538亿元，同比在行业增速只有13%的情况下它达到了26%，又又又超出了市场预期2485亿；</p>\n<p>b.同时，用户数还在高增长，截止6月底，年活买家数基本达到了5.32亿，单净增3200万，稍超海豚君的预期；</p>\n<p>c.但可惜的是，2538亿的巨额收入中换来了区区3亿经营利润，<b>不足以比京东收入中四舍五入的尾数</b>，同时明显低于市场预期的17.2亿，经营利润率0.1%。相比之下，去年同期在政府社保减免加持下，经营利润可是足足有50亿元。</p>\n<p>d.调整后的净利润46亿，虽说高于市场预期35亿，但基本是靠股权激励调出来的超预期，在海豚君看来，股权激励虽然不带来现金流出，但却是实实在在的开支，调整后的利润并不具有特别强的参考性。</p>\n<p><b>整体上，京东这两个季度业绩表现出了惊人的一致性：收入向“阳”而生，利润向“死”而去。</b></p>\n<p>之前，海豚君今年早些时候就通过一篇电商板块的综述《2021，互联网电商的“全面战争”》判断，由于行业竞争环境恶化，投资上基本是电商投资机会的小年。</p>\n<p>对于这个季度，海豚君已知京东收入是传统电商玩家的一抹亮色，只是对它的利润还抱有一丝幻想，毕竟面对已经逐步没了耐性的投资者，京东这两年一直讲要做高度自律的投入，保证收入和利润能够双线成长，但显然这个季度，京东的利润很难让人提起兴致。</p>\n<p><b>而归根利润较差的原因，大概率无外乎三个原因：</b></p>\n<ul>\n <li><p>撒给用户/商户，指向同行竞争恶化；</p></li>\n <li><p>撒给员工，大概是响应号召，带动员工共富（具体见下文分析）；</p></li>\n <li><p>物流投入，人群下沉。</p></li>\n</ul>\n<p>但这两个因素，看起来并非短期可以改善的样子，虽说社区团购投入三季度可能有所缓解，但今明年来看，市场环境依然是恶化状态。</p>\n<p><b>当然，放眼国内今年的整个电商板块，至少京东投入了，还能让收入增长起来，用户净增也不错，非要矮子里面拔将军，京东确实凑合还算个“将军”。</b></p>\n<p>以下是详细分析：</p>\n<p><b>一、毫无意外，收入再超预期</b></p>\n<p>京东营业收入本季度2538亿人民币，毫无意外的再次超出了市场预期2485亿，同比增长达到了26%，完美跑出了全社会线上零售两倍的增速。</p>\n<p><img src=\"https://static.tigerbbs.com/26e947432213e661ce8114affe820f6a\" tg-width=\"980\" tg-height=\"436\" referrerpolicy=\"no-referrer\"></p>\n<p>数据来源：公司公告，海豚投研整理</p>\n<p>只是，这两年来京东收入上一直超预期状态，收入表现较好并不算特别意外。海豚君看到，最近半个月发的大行研报也纷纷把京东的收入放在2500亿上下的位置。</p>\n<p>而海豚君更早在6月线上零售数据的分析《促销季线上零售暗藏“玄机”》中已经强调，京东大促GMV增速最近几个季度与收入的同步性比较强，这个季度由于618促销表现较好，二季度收入超预期的概率较大，<b>并预计京东收入稳稳站在2500亿以上，实际表现基本符合海豚君的预期。</b></p>\n<p><img src=\"https://static.tigerbbs.com/b1394022febeb8a5287079e8d3cab319\" tg-width=\"1004\" tg-height=\"454\" referrerpolicy=\"no-referrer\"></p>\n<p>数据来源：公司公告，海豚投研整理</p>\n<p>PS，这里先提示一下，京东上季度开始重列了京东收入和利润构成：</p>\n<p>1. 首先，<a href=\"https://laohu8.com/S/02618\">京东物流</a>的收入和利润项独立出来，与京东物流作为独立上市实体的数据一致（含物流内单收入），导致业务间重叠大幅增加。</p>\n<p>2. 其次，将京喜和京东产发从商城业务转到了新业务，导致新业务亏损急剧拉大，而商城零售业务利润率急剧提高。</p>\n<p>重新调整后，收入和利润对应大致如下：</p>\n<p><img src=\"https://static.tigerbbs.com/423075f545c8a3a238eb4d5e45f51e92\" tg-width=\"686\" tg-height=\"348\" referrerpolicy=\"no-referrer\"></p>\n<p>来源：公司财报，海豚投研整理</p>\n<p><b>1）京东商城：</b></p>\n<p>① 商城自营1P模式下的线上零售收入，这部分又按品类细分为数码家电收入与一般商品收入；</p>\n<p>② 商城平台3P模式下对POP商户收取的佣金与广告收入（不含京喜），对标阿里财报中的客户管理收入</p>\n<p><b>2）物流与其他：</b></p>\n<p>①.主要是京东物流的外单收入；</p>\n<p>②. 其他主要是海外与一些技术创新业务。</p>\n<p>其中物流与其他+3P平台收入，统一归为“平台服务收入”。</p>\n<p>这个季度，在分项的收入表现上：</p>\n<p>1. 京东收入核心来源——1P自营收入达到了2197亿人民币，同比增长23%。其中，<b>通电类的数码家电在高基数上增速依然不错，达到了20%，基本与海豚君预期一致。</b></p>\n<p><img src=\"https://static.tigerbbs.com/f0211b5266eb8f4c0ce2212fe9bc55e2\" tg-width=\"996\" tg-height=\"442\" referrerpolicy=\"no-referrer\"></p>\n<p>数据来源：公司公告，海豚投研整理</p>\n<p>而以快消品为主的一般商品，高基数之上依然在高速增长，这个季度达到了829亿，同比增长29%。</p>\n<p><img src=\"https://static.tigerbbs.com/25d7ad4346de6038dc29cf820fcae467\" tg-width=\"996\" tg-height=\"438\" referrerpolicy=\"no-referrer\"></p>\n<p>数据来源：公司公告，海豚投研整理</p>\n<p>此前，根据京东在今年的投资者会议所述，<b>未来三年日用快消品还会是拉新和GMV增长的关键，目标是商超品类销售额将在2021-2023年实现30%的复合增长速度</b>，三年维度任务依然很重。</p>\n<p>京东的自营物流+自营商品的模式优势，让公司在快消品这个品类上所向披靡，连宿敌天猫超市都在往京东超市的模式上靠拢。</p>\n<p>但快消品的不断做大，除了收入的增长，市场也会越来越关心商超类业务本身的盈利能力，这个是需要通过零售业务整体的利润表现趋势来持续观察的。</p>\n<p>2. 代表着京东开放平台业务的服务收入本季度342亿人民币，同比增长达到了49%，基本符合市场预期。</p>\n<p>其中 POP业务佣金与广告增长增速35%，对标阿里同性质的客户管理收入13.7%的增速，仍在高速增长中。</p>\n<p>后面，电商反垄断壁垒的打开，有助于京东在不断开拓新的商家，来丰富POP类SKU的供应量，<b>POP业务后续的增长不妨期待一下。</b></p>\n<p><img src=\"https://static.tigerbbs.com/f4bebd0742c48d21893af3842d5f39f1\" tg-width=\"666\" tg-height=\"300\" referrerpolicy=\"no-referrer\"></p>\n<p>数据来源：公司公告，海豚投研整理</p>\n<p>京东开放物流与其他增速持续高位增长，达到了72%，物流上跨越速运的并表持续拉升京东物流业务的增长速度。</p>\n<p><img src=\"https://static.tigerbbs.com/082628f0a996d8761ce66064c76e6ff8\" tg-width=\"666\" tg-height=\"303\" referrerpolicy=\"no-referrer\"></p>\n<p>数据来源：公司公告，海豚投研整理</p>\n<p>总体上，收入端相比目前已披露财报的阿里和<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>，甚至低迷的线上大盘来说，增长算是相当惊艳，京东强掌控下的商流与物流双供应链模式保证了京东持续高速增长。</p>\n<p><b>二、用户持续高增长</b></p>\n<p>同样，在这个电商旺季，京东的用户增长情况表现也算不错：相比一季度淡季的2800万净增年活买家数，这个季度净增达到了3200万，超出了海豚君预期的3000万，同比增长27%，明显高于阿里国内零售平台同期新增1700万规模（至8.28亿）。</p>\n<p>京东在今年的投资者大会上对全年用户目标已经立下Flag：<b>今年年活买家新增体量要追平去年的数目——一个亿</b>，上季度做到了2800万，这样上半年已经做到了6000万的净增用户，<b>似乎还很有可能超目标</b>。</p>\n<p><img src=\"https://static.tigerbbs.com/c736838a91fc6533df4e8880e6ec60cf\" tg-width=\"666\" tg-height=\"326\" referrerpolicy=\"no-referrer\"></p>\n<p>数据来源：公司公告，海豚投研整理</p>\n<p><b>三、利润表现全面“深蹲”</b></p>\n<p>（1）京东二季度毛利润为317亿元，同比增长11%；<b>这个季度应该主要是由于京喜拼拼社区团购的投入导致竞争恶化</b>，当然外部物流业务也是投入期内，成本上的开支明显超出了市场预期。</p>\n<p>这样，集团整体毛利率进一步下滑至12.5%，明显低于市场预期13.8%。</p>\n<p><img src=\"https://static.tigerbbs.com/f8f7f7d92d569dcbbfc99f2ab149849e\" tg-width=\"958\" tg-height=\"434\" referrerpolicy=\"no-referrer\"></p>\n<p>数据来源：公司公告，海豚投研整理</p>\n<p>（2）三费表现同样较弱，<b>其中花费增长最为夸张的当属销售费用和管理支出</b>，这两项同比分别增长了56%与80%，扩张速度明显超出了收入的扩张速度。</p>\n<p><b>尤其是毛利和销售费用同时恶化，强力印证了市场竞争环境的恶化，导致京东持续面临“增收不增利”的尴尬。</b></p>\n<p>其他如自营仓储费用占自营收入的比重同比表现基本稳定，说明外单依然失血严重，同时京喜拼拼等新业务更是爆亏。</p>\n<p>最终，本季度用2500+亿的海量收入仅仅换来了一个连指甲盖都不到的经营利润体量——3亿，明显不及一致预期17.2亿元，营业利润率0.12%，明显低于去年同期1.6%的水平。</p>\n<p><img src=\"https://static.tigerbbs.com/e041267b0f06af39f021f3e10c08b952\" tg-width=\"1000\" tg-height=\"512\" referrerpolicy=\"no-referrer\"></p>\n<p>数据来源：公司公告，海豚投研整理</p>\n<p>（仓储费用率为仓储费用除以1P自营零售收入的占比）</p>\n<p>为此，海豚君特地用不同的数据尝试去理解费用开支的的去处，<b>特别注意到一个点：京东这个季度的员工激励高达21亿，而去年同期只有6亿多一些。</b></p>\n<p>虽说从现金流的角度，股权激励并不给公司带来真实的现金流出，但期权的发放会稀释股本，在海豚君看来是毫无争议的费用支出，应该把它作为正常的开支来看待。</p>\n<p><b>当然，它也可以理解为京东带动员工“共富”的努力，但是支出确确实实影响到了股东能到分到的利润。</b></p>\n<p><img src=\"https://static.tigerbbs.com/bdf4a4c63c222b45b6c69dc49795c152\" tg-width=\"670\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p>\n<p>数据来源：公司公告，海豚投研整理</p>\n<p>另外，再从两个维度来佐证，<b>京东最近一直在招兵买马</b>、囤积粮仓的投入期：这个季度无论是全职员工数，还是投入使用的物流仓储面积均在相对高速的增长之中。</p>\n<p><img src=\"https://static.tigerbbs.com/b1f9e352c6b817e84e0389969e65a94c\" tg-width=\"663\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p>数据来源：公司公告，海豚投研整理</p>\n<p><img src=\"https://static.tigerbbs.com/0c2d251703f0608e0e971add3d1e3c8a\" tg-width=\"664\" tg-height=\"308\" referrerpolicy=\"no-referrer\"></p>\n<p>数据来源：公司公告，海豚投研整理</p>\n<p><b>四、分项业务：除了核心零售，其余比的是谁亏得更凶</b></p>\n<p>由于今年社区团购与京东物流在下沉市场的持续投入，市场对京东的利润表现预期较低。但海豚君了解到，从3-5年中期预期的维度，<b>京东依然把京东零售和物流业务的运营利润率指引维持在了中高个位数百分比的判断。</b></p>\n<p>但从二季度的表现来看，京东是距离这个目标越来越远的状态：</p>\n<p>按照业务细分来看：</p>\n<p>1.京东产发与京喜从商城业务转入新业务后，京东商城业务利润与去年相比基本稳定：二季度商城业务经营利润26亿，利润率2.57%，与去年同期2.56基本一致，<b>这也说明，京东传统意义上的零售业务盈利能力保持稳定。</b></p>\n<p>2.而问题主要就在于新业务：70亿的新业务收入创造了30亿的经营亏损，亏损率高达43.4%，亏损率完全不亚于爆亏的上个季度。</p>\n<p>3.物流业务（包括内外单）经营，去年二季度高达21亿的经营利润昙花一现，今年二季度直接扭转为3.6亿的亏损，亏损率1.4%。</p>\n<p>4.各业务线利润加总，再剔除掉业务之间的重合之后，最终的运营利润只有区区3亿元。</p>\n<p><b>五、小结：“赚钱”是个过不去的坎儿</b></p>\n<p>海豚君今年早些时候就通过一篇电商板块的综述《2021，互联网电商的“全面战争”》判断，由于行业竞争环境恶化，投资上基本是电商投资机会的小年。</p>\n<p>已经知道京东收入是传统电商玩家的一抹亮色，本来海豚君对它的利润还抱有一丝幻想，毕竟京东一直强调有纪律的投入，保证收入和利润能够双线成长，显然这个季度，京东的利润很难让人提起兴致。</p>\n<p>而归根利润较差的原因，无外乎这三个原因：（1）撒给用户/商户，同行竞争恶化；（2）撒给员工：响应号召，带动员工共富；（3）市场下沉，物流先行。</p>\n<p>但这三个因素，看起来并非短期可以立马改善的因素，即使是社区团购三季度可能有所缓解，但今明年来看，市场环境依然是恶化状态。</p>\n<p>当然放眼电商板块，毕竟京东投入还能让收入增长起来，用户看着也还不错，非要矮子里面拔将军，京东勉强还算可以。</p>","source":"lsy1607051923659","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>京东：收入向“阳”而生，利润向“死”而去</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; 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}\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京东：收入向“阳”而生，利润向“死”而去\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 21:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/Ekcm_fFCXE7NMK7AOXtotg><strong>海豚投研</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>京东于北京时间8月23日美股盘前发布了2021年第二季度财报：\na.收入实现了2538亿元，同比在行业增速只有13%的情况下它达到了26%，又又又超出了市场预期2485亿；\nb.同时，用户数还在高增长，截止6月底，年活买家数基本达到了5.32亿，单净增3200万，稍超海豚君的预期；\nc.但可惜的是，2538亿的巨额收入中换来了区区3亿经营利润，不足以比京东收入中四舍五入的尾数，同时明显低于市场预期...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Ekcm_fFCXE7NMK7AOXtotg\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b873b4329b7b17b0926c02bec2748c1d","relate_stocks":{"09618":"京东集团-SW","QNETCN":"纳斯达克中美互联网老虎指数","JD":"京东"},"source_url":"https://mp.weixin.qq.com/s/Ekcm_fFCXE7NMK7AOXtotg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166730024","content_text":"京东于北京时间8月23日美股盘前发布了2021年第二季度财报：\na.收入实现了2538亿元，同比在行业增速只有13%的情况下它达到了26%，又又又超出了市场预期2485亿；\nb.同时，用户数还在高增长，截止6月底，年活买家数基本达到了5.32亿，单净增3200万，稍超海豚君的预期；\nc.但可惜的是，2538亿的巨额收入中换来了区区3亿经营利润，不足以比京东收入中四舍五入的尾数，同时明显低于市场预期的17.2亿，经营利润率0.1%。相比之下，去年同期在政府社保减免加持下，经营利润可是足足有50亿元。\nd.调整后的净利润46亿，虽说高于市场预期35亿，但基本是靠股权激励调出来的超预期，在海豚君看来，股权激励虽然不带来现金流出，但却是实实在在的开支，调整后的利润并不具有特别强的参考性。\n整体上，京东这两个季度业绩表现出了惊人的一致性：收入向“阳”而生，利润向“死”而去。\n之前，海豚君今年早些时候就通过一篇电商板块的综述《2021，互联网电商的“全面战争”》判断，由于行业竞争环境恶化，投资上基本是电商投资机会的小年。\n对于这个季度，海豚君已知京东收入是传统电商玩家的一抹亮色，只是对它的利润还抱有一丝幻想，毕竟面对已经逐步没了耐性的投资者，京东这两年一直讲要做高度自律的投入，保证收入和利润能够双线成长，但显然这个季度，京东的利润很难让人提起兴致。\n而归根利润较差的原因，大概率无外乎三个原因：\n\n撒给用户/商户，指向同行竞争恶化；\n撒给员工，大概是响应号召，带动员工共富（具体见下文分析）；\n物流投入，人群下沉。\n\n但这两个因素，看起来并非短期可以改善的样子，虽说社区团购投入三季度可能有所缓解，但今明年来看，市场环境依然是恶化状态。\n当然，放眼国内今年的整个电商板块，至少京东投入了，还能让收入增长起来，用户净增也不错，非要矮子里面拔将军，京东确实凑合还算个“将军”。\n以下是详细分析：\n一、毫无意外，收入再超预期\n京东营业收入本季度2538亿人民币，毫无意外的再次超出了市场预期2485亿，同比增长达到了26%，完美跑出了全社会线上零售两倍的增速。\n\n数据来源：公司公告，海豚投研整理\n只是，这两年来京东收入上一直超预期状态，收入表现较好并不算特别意外。海豚君看到，最近半个月发的大行研报也纷纷把京东的收入放在2500亿上下的位置。\n而海豚君更早在6月线上零售数据的分析《促销季线上零售暗藏“玄机”》中已经强调，京东大促GMV增速最近几个季度与收入的同步性比较强，这个季度由于618促销表现较好，二季度收入超预期的概率较大，并预计京东收入稳稳站在2500亿以上，实际表现基本符合海豚君的预期。\n\n数据来源：公司公告，海豚投研整理\nPS，这里先提示一下，京东上季度开始重列了京东收入和利润构成：\n1. 首先，京东物流的收入和利润项独立出来，与京东物流作为独立上市实体的数据一致（含物流内单收入），导致业务间重叠大幅增加。\n2. 其次，将京喜和京东产发从商城业务转到了新业务，导致新业务亏损急剧拉大，而商城零售业务利润率急剧提高。\n重新调整后，收入和利润对应大致如下：\n\n来源：公司财报，海豚投研整理\n1）京东商城：\n① 商城自营1P模式下的线上零售收入，这部分又按品类细分为数码家电收入与一般商品收入；\n② 商城平台3P模式下对POP商户收取的佣金与广告收入（不含京喜），对标阿里财报中的客户管理收入\n2）物流与其他：\n①.主要是京东物流的外单收入；\n②. 其他主要是海外与一些技术创新业务。\n其中物流与其他+3P平台收入，统一归为“平台服务收入”。\n这个季度，在分项的收入表现上：\n1. 京东收入核心来源——1P自营收入达到了2197亿人民币，同比增长23%。其中，通电类的数码家电在高基数上增速依然不错，达到了20%，基本与海豚君预期一致。\n\n数据来源：公司公告，海豚投研整理\n而以快消品为主的一般商品，高基数之上依然在高速增长，这个季度达到了829亿，同比增长29%。\n\n数据来源：公司公告，海豚投研整理\n此前，根据京东在今年的投资者会议所述，未来三年日用快消品还会是拉新和GMV增长的关键，目标是商超品类销售额将在2021-2023年实现30%的复合增长速度，三年维度任务依然很重。\n京东的自营物流+自营商品的模式优势，让公司在快消品这个品类上所向披靡，连宿敌天猫超市都在往京东超市的模式上靠拢。\n但快消品的不断做大，除了收入的增长，市场也会越来越关心商超类业务本身的盈利能力，这个是需要通过零售业务整体的利润表现趋势来持续观察的。\n2. 代表着京东开放平台业务的服务收入本季度342亿人民币，同比增长达到了49%，基本符合市场预期。\n其中 POP业务佣金与广告增长增速35%，对标阿里同性质的客户管理收入13.7%的增速，仍在高速增长中。\n后面，电商反垄断壁垒的打开，有助于京东在不断开拓新的商家，来丰富POP类SKU的供应量，POP业务后续的增长不妨期待一下。\n\n数据来源：公司公告，海豚投研整理\n京东开放物流与其他增速持续高位增长，达到了72%，物流上跨越速运的并表持续拉升京东物流业务的增长速度。\n\n数据来源：公司公告，海豚投研整理\n总体上，收入端相比目前已披露财报的阿里和唯品会，甚至低迷的线上大盘来说，增长算是相当惊艳，京东强掌控下的商流与物流双供应链模式保证了京东持续高速增长。\n二、用户持续高增长\n同样，在这个电商旺季，京东的用户增长情况表现也算不错：相比一季度淡季的2800万净增年活买家数，这个季度净增达到了3200万，超出了海豚君预期的3000万，同比增长27%，明显高于阿里国内零售平台同期新增1700万规模（至8.28亿）。\n京东在今年的投资者大会上对全年用户目标已经立下Flag：今年年活买家新增体量要追平去年的数目——一个亿，上季度做到了2800万，这样上半年已经做到了6000万的净增用户，似乎还很有可能超目标。\n\n数据来源：公司公告，海豚投研整理\n三、利润表现全面“深蹲”\n（1）京东二季度毛利润为317亿元，同比增长11%；这个季度应该主要是由于京喜拼拼社区团购的投入导致竞争恶化，当然外部物流业务也是投入期内，成本上的开支明显超出了市场预期。\n这样，集团整体毛利率进一步下滑至12.5%，明显低于市场预期13.8%。\n\n数据来源：公司公告，海豚投研整理\n（2）三费表现同样较弱，其中花费增长最为夸张的当属销售费用和管理支出，这两项同比分别增长了56%与80%，扩张速度明显超出了收入的扩张速度。\n尤其是毛利和销售费用同时恶化，强力印证了市场竞争环境的恶化，导致京东持续面临“增收不增利”的尴尬。\n其他如自营仓储费用占自营收入的比重同比表现基本稳定，说明外单依然失血严重，同时京喜拼拼等新业务更是爆亏。\n最终，本季度用2500+亿的海量收入仅仅换来了一个连指甲盖都不到的经营利润体量——3亿，明显不及一致预期17.2亿元，营业利润率0.12%，明显低于去年同期1.6%的水平。\n\n数据来源：公司公告，海豚投研整理\n（仓储费用率为仓储费用除以1P自营零售收入的占比）\n为此，海豚君特地用不同的数据尝试去理解费用开支的的去处，特别注意到一个点：京东这个季度的员工激励高达21亿，而去年同期只有6亿多一些。\n虽说从现金流的角度，股权激励并不给公司带来真实的现金流出，但期权的发放会稀释股本，在海豚君看来是毫无争议的费用支出，应该把它作为正常的开支来看待。\n当然，它也可以理解为京东带动员工“共富”的努力，但是支出确确实实影响到了股东能到分到的利润。\n\n数据来源：公司公告，海豚投研整理\n另外，再从两个维度来佐证，京东最近一直在招兵买马、囤积粮仓的投入期：这个季度无论是全职员工数，还是投入使用的物流仓储面积均在相对高速的增长之中。\n\n数据来源：公司公告，海豚投研整理\n\n数据来源：公司公告，海豚投研整理\n四、分项业务：除了核心零售，其余比的是谁亏得更凶\n由于今年社区团购与京东物流在下沉市场的持续投入，市场对京东的利润表现预期较低。但海豚君了解到，从3-5年中期预期的维度，京东依然把京东零售和物流业务的运营利润率指引维持在了中高个位数百分比的判断。\n但从二季度的表现来看，京东是距离这个目标越来越远的状态：\n按照业务细分来看：\n1.京东产发与京喜从商城业务转入新业务后，京东商城业务利润与去年相比基本稳定：二季度商城业务经营利润26亿，利润率2.57%，与去年同期2.56基本一致，这也说明，京东传统意义上的零售业务盈利能力保持稳定。\n2.而问题主要就在于新业务：70亿的新业务收入创造了30亿的经营亏损，亏损率高达43.4%，亏损率完全不亚于爆亏的上个季度。\n3.物流业务（包括内外单）经营，去年二季度高达21亿的经营利润昙花一现，今年二季度直接扭转为3.6亿的亏损，亏损率1.4%。\n4.各业务线利润加总，再剔除掉业务之间的重合之后，最终的运营利润只有区区3亿元。\n五、小结：“赚钱”是个过不去的坎儿\n海豚君今年早些时候就通过一篇电商板块的综述《2021，互联网电商的“全面战争”》判断，由于行业竞争环境恶化，投资上基本是电商投资机会的小年。\n已经知道京东收入是传统电商玩家的一抹亮色，本来海豚君对它的利润还抱有一丝幻想，毕竟京东一直强调有纪律的投入，保证收入和利润能够双线成长，显然这个季度，京东的利润很难让人提起兴致。\n而归根利润较差的原因，无外乎这三个原因：（1）撒给用户/商户，同行竞争恶化；（2）撒给员工：响应号召，带动员工共富；（3）市场下沉，物流先行。\n但这三个因素，看起来并非短期可以立马改善的因素，即使是社区团购三季度可能有所缓解，但今明年来看，市场环境依然是恶化状态。\n当然放眼电商板块，毕竟京东投入还能让收入增长起来，用户看着也还不错，非要矮子里面拔将军，京东勉强还算可以。","news_type":1,"symbols_score_info":{"09618":0.9,"JD":0.9,"QNETCN":0.9}},"isVote":1,"tweetType":1,"viewCount":2964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}