请输入昵称已阅读的个人主页 - 老虎社区

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2024-11-15

$泡泡玛特(09992)$ 可以做空了吧，一个玩具公司1000多亿，太高了

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02-24

$泡泡玛特(09992)$ 坚持做空这个股票，因为我不相信他们一直有钱买塑料玩具

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2021-01-20

个人认为美团被严重高估，竞争对手太多，核心业务上升见顶，2000亿美元市值太高了！没这个不如买百度，小米

摩根大通：升美团目标价至450港元，升评级至增持

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02-20

$泡泡玛特(09992)$ 真硬啊，塑料玩具卖出科技股价格

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2024-12-12

$特斯拉(TSLA)$ 开始建空仓，不打嘴炮

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2024-11-26

成为迪斯尼的几率几乎为零，因为中国目前没有可能输出价值观，中国动画出海没有成功案例

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2024-11-26

Replying to @不做暴富的梦:一个塑料玩具有什么吸引力，不懂，另外现在的经济环境，还有人有闲钱买塑料玩具，更不懂。问题是还卖的很贵//@不做暴富的梦:去线下店里看看就知道了建议你同事去一下维密和Lululemon

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2021-09-02

$容联云(RAAS)$做空的是想死吧……

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2021-08-17

$容联云(RAAS)$说他垃圾的做空就行了，那么多废话，老虎证券从20跌到2块，未来从20跌到1块时也有人骂他垃圾！现在怎么样

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2021-08-17

$快手-W(01024)$腾讯直接收购了吧，400亿美元了

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2021-08-10

$老虎证券(TIGR)$熟悉的套路，熟悉的配方！盘前涨，开盘跌……

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2021-01-30

小米的高管估计是美吹，相信司法独立与公正😂😂

抱歉，原内容已删除

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2021-01-15

$小米集团-W(01810)$入场的好机会😃😃

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2021-07-07

$容联云(RAAS)$等你十亿时再来加仓，亏70%了[捂脸] [捂脸]

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03-06

$老铺黄金(06181)$ 泡泡玛特的最大竞争对手，有钱人就买老铺黄金，最起码他的材质是黄金，泡泡玛特的材质只是塑料。

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03-07

$泡泡玛特(09992)$ 130继续做空

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2024-12-11

5年免息，23万的车，挖韭菜根啊这是，

抱歉，原内容已删除

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2024-11-27

$泡泡玛特(09992)$ 怎么做空的卖不出去？

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$&nbsp;</a> 塑料玩具真厉害，年轻人也是真有钱，还用担心失业率吗","listText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$&nbsp;</a> 塑料玩具真厉害，年轻人也是真有钱，还用担心失业率吗","text":"$泡泡玛特(09992)$ 塑料玩具真厉害，年轻人也是真有钱，还用担心失业率吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417700355539376","isVote":1,"tweetType":1,"viewCount":1544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415137223463384,"gmtCreate":1742371689919,"gmtModify":1742371692336,"author":{"id":"3506462233722179","authorId":"3506462233722179","name":"请输入昵称已阅读","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3506462233722179","authorIdStr":"3506462233722179"},"themes":[],"htmlText":"幼稚的可爱，为了稳消费，这次315都是不痛不痒的问题，混装油都没报道，不代表没问题，懂不","listText":"幼稚的可爱，为了稳消费，这次315都是不痛不痒的问题，混装油都没报道，不代表没问题，懂不","text":"幼稚的可爱，为了稳消费，这次315都是不痛不痒的问题，混装油都没报道，不代表没问题，懂不","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415137223463384","isVote":1,"tweetType":1,"viewCount":1423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":414295988072808,"gmtCreate":1742176155318,"gmtModify":1742176749362,"author":{"id":"3506462233722179","authorId":"3506462233722179","name":"请输入昵称已阅读","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3506462233722179","authorIdStr":"3506462233722179"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$&nbsp;</a> 市值超过造车新势力蔚小理，牛逼[开心]&nbsp; ，港股就是个笑话","listText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$&nbsp;</a> 市值超过造车新势力蔚小理，牛逼[开心]&nbsp; ，港股就是个笑话","text":"$泡泡玛特(09992)$ 市值超过造车新势力蔚小理，牛逼[开心] ，港股就是个笑话","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/414295988072808","isVote":1,"tweetType":1,"viewCount":1424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412503509217720,"gmtCreate":1741744159297,"gmtModify":1741744161396,"author":{"id":"3506462233722179","authorId":"3506462233722179","name":"请输入昵称已阅读","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3506462233722179","authorIdStr":"3506462233722179"},"themes":[],"htmlText":"泡泡玛特塑料都1600亿市值，这个材料是黄金，不能比塑料低吧","listText":"泡泡玛特塑料都1600亿市值，这个材料是黄金，不能比塑料低吧","text":"泡泡玛特塑料都1600亿市值，这个材料是黄金，不能比塑料低吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412503509217720","isVote":1,"tweetType":1,"viewCount":2253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410848006865096,"gmtCreate":1741333478166,"gmtModify":1741333479741,"author":{"id":"3506462233722179","authorId":"3506462233722179","name":"请输入昵称已阅读","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3506462233722179","authorIdStr":"3506462233722179"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02097\">$蜜雪集团(02097)$ </a> 这玩意儿值1300亿？把蔚小理收购了吧","listText":"<a href=\"https://laohu8.com/S/02097\">$蜜雪集团(02097)$ </a> 这玩意儿值1300亿？把蔚小理收购了吧","text":"$蜜雪集团(02097)$ 这玩意儿值1300亿？把蔚小理收购了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/410848006865096","isVote":1,"tweetType":1,"viewCount":2184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410815251108080,"gmtCreate":1741325089327,"gmtModify":1741325090708,"author":{"id":"3506462233722179","authorId":"3506462233722179","name":"请输入昵称已阅读","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3506462233722179","authorIdStr":"3506462233722179"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$&nbsp;</a><v-v data-views=\"0\"></v-v> 130继续做空","listText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$&nbsp;</a><v-v data-views=\"0\"></v-v> 130继续做空","text":"$泡泡玛特(09992)$ 130继续做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/410815251108080","isVote":1,"tweetType":1,"viewCount":3220,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566344323710024","authorId":"3566344323710024","name":"网球宝宝","avatar":"https://static.tigerbbs.com/f35ef106bf0499e3d6a78b6494521c83","crmLevel":9,"crmLevelSwitch":1,"idStr":"3566344323710024","authorIdStr":"3566344323710024"},"content":"在哪里做空啊。老虎一直显示这个股票没有券可以借，空不了","text":"在哪里做空啊。老虎一直显示这个股票没有券可以借，空不了","html":"在哪里做空啊。老虎一直显示这个股票没有券可以借，空不了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410525360595208,"gmtCreate":1741254185999,"gmtModify":1741254187939,"author":{"id":"3506462233722179","authorId":"3506462233722179","name":"请输入昵称已阅读","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3506462233722179","authorIdStr":"3506462233722179"},"themes":[],"htmlText":"女人的消费能力就是强啊，毕竟不需要买房，买车和彩礼","listText":"女人的消费能力就是强啊，毕竟不需要买房，买车和彩礼","text":"女人的消费能力就是强啊，毕竟不需要买房，买车和彩礼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/410525360595208","repostId":"1189782374","repostType":2,"repost":{"id":"1189782374","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":1741253674,"share":"https://www.laohu8.com/m/news/1189782374?lang=&edition=full","pubTime":"2025-03-06 17:34","market":"hk","language":"zh","title":"京东四季度营收3469.9亿元超出预期，净利润同比增长190.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1189782374","media":"老虎资讯综合","summary":"第四季度调整后每ADS收益7.42元人民币。","content":"<html><head></head><body><p>3月6日盘前，京东集团公布2024年四季度及全年财报：</p><ul style=\"\"><li><p>四季度营收3469.9亿元人民币，同比增长13.4%。全年净收入为11588亿元人民币（约1588亿美元），同比增长6.8%。商品收入和服务收入均实现增长，其中第四季度商品收入增长14.0%，服务收入增长10.8%。</p></li><li><p style=\"text-align: justify;\">净利润：第四季度归属于普通股股东的净利润为99亿元人民币（约14亿美元），同比增长190.8%；不按美国通用会计准则，归属于普通股股东的净利润为113亿元，同比增长34.2%；全年归属于普通股股东的净利润为414亿元人民币（约57亿美元），同比增长71.1%。</p></li><li><p style=\"text-align: justify;\">经营利润：第四季度经营利润为85亿元人民币（约12亿美元），同比增长319.3%；全年经营利润为387亿元人民币（约53亿美元），同比增长48.8%。</p></li><li><p style=\"text-align: justify;\">每股收益增长：第四季度调整后每ADS收益7.42元人民币。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e94b541b78d2ce4e5a05aced2b299584\" title=\"\" tg-width=\"569\" tg-height=\"606\"/></p><p><strong>业务表现</strong></p><ul style=\"\"><li><p>用户增长和活跃度： CEO徐雷提到，第四季度核心指标如季度活跃用户数和购物频率均实现两位数同比增长，表明用户心智占有率提升。</p></li><li><p style=\"text-align: justify;\">品类扩张： 多个商品品类和收入来源均实现增长，反映了积极的宏观消费趋势和京东市场份额的扩大。</p></li><li><p style=\"text-align: justify;\">京东物流: PLUS会员权益升级，推出“生活服务包”，增加服务项目，并扩展“无限免运费”服务至京东到家自营商品。</p></li><li><p style=\"text-align: justify;\">京东健康: 第四季度扩展了“上门快检”服务，覆盖更多城市和人群。</p></li><li><p style=\"text-align: justify;\">京东物流: 在香港和澳门升级了快递服务，提供差异化服务；进一步规划海外布局，建设全球仓储、空运和快递网络。</p></li><li><p style=\"text-align: justify;\">盈利能力：由于成本和运营效率的优化，整个2024年的盈利能力同比持续上升。</p></li></ul><p><strong>股东回报</strong></p><ul style=\"\"><li><p>年度股息： 董事会批准了2024年度现金股息，每普通股0.5美元，每ADS 1.0美元，总额预计约15亿美元。</p></li><li><p style=\"text-align: justify;\">股票回购：2024年全年回购约2.553亿股A类普通股（相当于1.276亿股ADS），总额约36亿美元。已充分利用2024年3月宣布的30亿美元股票回购计划的授权额度。2024年8月宣布新的股票回购计划，将在未来36个月内回购最多50亿美元的股票（包括ADS）。</p></li></ul><p>京东盘前持续拉升，截至发稿涨幅扩大到10%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/994ebb49129763720c22ce1e34112b82\" title=\"\" tg-width=\"1406\" tg-height=\"637\"/></p><p></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>京东四季度营收3469.9亿元超出预期，净利润同比增长190.8%</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; 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*/\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京东四季度营收3469.9亿元超出预期，净利润同比增长190.8%\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\">2025-03-06 17:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月6日盘前，京东集团公布2024年四季度及全年财报：</p><ul style=\"\"><li><p>四季度营收3469.9亿元人民币，同比增长13.4%。全年净收入为11588亿元人民币（约1588亿美元），同比增长6.8%。商品收入和服务收入均实现增长，其中第四季度商品收入增长14.0%，服务收入增长10.8%。</p></li><li><p style=\"text-align: justify;\">净利润：第四季度归属于普通股股东的净利润为99亿元人民币（约14亿美元），同比增长190.8%；不按美国通用会计准则，归属于普通股股东的净利润为113亿元，同比增长34.2%；全年归属于普通股股东的净利润为414亿元人民币（约57亿美元），同比增长71.1%。</p></li><li><p style=\"text-align: justify;\">经营利润：第四季度经营利润为85亿元人民币（约12亿美元），同比增长319.3%；全年经营利润为387亿元人民币（约53亿美元），同比增长48.8%。</p></li><li><p style=\"text-align: justify;\">每股收益增长：第四季度调整后每ADS收益7.42元人民币。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e94b541b78d2ce4e5a05aced2b299584\" title=\"\" tg-width=\"569\" tg-height=\"606\"/></p><p><strong>业务表现</strong></p><ul style=\"\"><li><p>用户增长和活跃度： CEO徐雷提到，第四季度核心指标如季度活跃用户数和购物频率均实现两位数同比增长，表明用户心智占有率提升。</p></li><li><p style=\"text-align: justify;\">品类扩张： 多个商品品类和收入来源均实现增长，反映了积极的宏观消费趋势和京东市场份额的扩大。</p></li><li><p style=\"text-align: justify;\">京东物流: PLUS会员权益升级，推出“生活服务包”，增加服务项目，并扩展“无限免运费”服务至京东到家自营商品。</p></li><li><p style=\"text-align: justify;\">京东健康: 第四季度扩展了“上门快检”服务，覆盖更多城市和人群。</p></li><li><p style=\"text-align: justify;\">京东物流: 在香港和澳门升级了快递服务，提供差异化服务；进一步规划海外布局，建设全球仓储、空运和快递网络。</p></li><li><p style=\"text-align: justify;\">盈利能力：由于成本和运营效率的优化，整个2024年的盈利能力同比持续上升。</p></li></ul><p><strong>股东回报</strong></p><ul style=\"\"><li><p>年度股息： 董事会批准了2024年度现金股息，每普通股0.5美元，每ADS 1.0美元，总额预计约15亿美元。</p></li><li><p style=\"text-align: justify;\">股票回购：2024年全年回购约2.553亿股A类普通股（相当于1.276亿股ADS），总额约36亿美元。已充分利用2024年3月宣布的30亿美元股票回购计划的授权额度。2024年8月宣布新的股票回购计划，将在未来36个月内回购最多50亿美元的股票（包括ADS）。</p></li></ul><p>京东盘前持续拉升，截至发稿涨幅扩大到10%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/994ebb49129763720c22ce1e34112b82\" title=\"\" tg-width=\"1406\" tg-height=\"637\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cf5337c9c7bc23ec872d30a10fe10327","relate_stocks":{"JD":"京东","09618":"京东集团-SW"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189782374","content_text":"3月6日盘前，京东集团公布2024年四季度及全年财报：四季度营收3469.9亿元人民币，同比增长13.4%。全年净收入为11588亿元人民币（约1588亿美元），同比增长6.8%。商品收入和服务收入均实现增长，其中第四季度商品收入增长14.0%，服务收入增长10.8%。净利润：第四季度归属于普通股股东的净利润为99亿元人民币（约14亿美元），同比增长190.8%；不按美国通用会计准则，归属于普通股股东的净利润为113亿元，同比增长34.2%；全年归属于普通股股东的净利润为414亿元人民币（约57亿美元），同比增长71.1%。经营利润：第四季度经营利润为85亿元人民币（约12亿美元），同比增长319.3%；全年经营利润为387亿元人民币（约53亿美元），同比增长48.8%。每股收益增长：第四季度调整后每ADS收益7.42元人民币。业务表现用户增长和活跃度： CEO徐雷提到，第四季度核心指标如季度活跃用户数和购物频率均实现两位数同比增长，表明用户心智占有率提升。品类扩张： 多个商品品类和收入来源均实现增长，反映了积极的宏观消费趋势和京东市场份额的扩大。京东物流: PLUS会员权益升级，推出“生活服务包”，增加服务项目，并扩展“无限免运费”服务至京东到家自营商品。京东健康: 第四季度扩展了“上门快检”服务，覆盖更多城市和人群。京东物流: 在香港和澳门升级了快递服务，提供差异化服务；进一步规划海外布局，建设全球仓储、空运和快递网络。盈利能力：由于成本和运营效率的优化，整个2024年的盈利能力同比持续上升。股东回报年度股息： 董事会批准了2024年度现金股息，每普通股0.5美元，每ADS 1.0美元，总额预计约15亿美元。股票回购：2024年全年回购约2.553亿股A类普通股（相当于1.276亿股ADS），总额约36亿美元。已充分利用2024年3月宣布的30亿美元股票回购计划的授权额度。2024年8月宣布新的股票回购计划，将在未来36个月内回购最多50亿美元的股票（包括ADS）。京东盘前持续拉升，截至发稿涨幅扩大到10%。","news_type":1,"symbols_score_info":{"09618":1.1,"JD":1.1}},"isVote":1,"tweetType":1,"viewCount":2812,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4187146612904552","authorId":"4187146612904552","name":"terminatorl","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"idStr":"4187146612904552","authorIdStr":"4187146612904552"},"content":"明明男人把jd拉起来的。","text":"明明男人把jd拉起来的。","html":"明明男人把jd拉起来的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410523517272144,"gmtCreate":1741253732394,"gmtModify":1741253733701,"author":{"id":"3506462233722179","authorId":"3506462233722179","name":"请输入昵称已阅读","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3506462233722179","authorIdStr":"3506462233722179"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06181\">$老铺黄金(06181)$ </a> 泡泡玛特的最大竞争对手，有钱人就买老铺黄金，最起码他的材质是黄金，泡泡玛特的材质只是塑料。","listText":"<a href=\"https://laohu8.com/S/06181\">$老铺黄金(06181)$ </a> 泡泡玛特的最大竞争对手，有钱人就买老铺黄金，最起码他的材质是黄金，泡泡玛特的材质只是塑料。","text":"$老铺黄金(06181)$ 泡泡玛特的最大竞争对手，有钱人就买老铺黄金，最起码他的材质是黄金，泡泡玛特的材质只是塑料。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/410523517272144","isVote":1,"tweetType":1,"viewCount":2160,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4192584719467360","authorId":"4192584719467360","name":"吧唧1","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4192584719467360","authorIdStr":"4192584719467360"},"content":"八竿子打不着吧，完全两个赛道啊","text":"八竿子打不着吧，完全两个赛道啊","html":"八竿子打不着吧，完全两个赛道啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410508291113440,"gmtCreate":1741231728142,"gmtModify":1741231729974,"author":{"id":"3506462233722179","authorId":"3506462233722179","name":"请输入昵称已阅读","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3506462233722179","authorIdStr":"3506462233722179"},"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/410508291113440","repostId":"1124613221","repostType":2,"repost":{"id":"1124613221","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":1741244326,"share":"https://www.laohu8.com/m/news/1124613221?lang=&edition=full","pubTime":"2025-03-06 14:58","market":"hk","language":"zh","title":"蜜雪集团上市四日累涨近80%，总市值剑指1350亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1124613221","media":"老虎资讯综合","summary":"3月6日，$蜜雪集团(02097)$盘中拉升，现涨逾6%，股价再创上市以来新高，总市值逼近1200亿港元。","content":"<html><head></head><body><p>3月6日，<a href=\"https://laohu8.com/S/02097\">蜜雪集团</a>日内大涨20%，股价触及356港元续刷新高，上市四日以来累涨近80%，总市值剑指1350亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad1e95d9d456b319e8c839f3b897af5d\" tg-width=\"560\" tg-height=\"240\"/></p><p>这家以“4元的柠檬水、8元的奶茶”横扫下沉市场的新茶饮代表性品牌，用4.6万家门店、90亿杯年销量、583亿元终端零售额的硬核数据，刷新了资本对茶饮行业的认知。</p><p>市场人士指出，蜜雪集团通过 “全球采购 + 自产基地” 双轨供应链模式，将原料成本压缩至行业平均水平的三分之一，支撑其在下沉市场的高密度布局 —— 三线及以下城市门店占比达 57%，单店覆盖半径仅 500 米，形成独特的规模壁垒。</p><p>国际投行对蜜雪集团的增长潜力给予高度评价。国金证券指出，公司通过 “供应链智能化 + 下沉市场精细化” 策略，在县域市场形成 “降维打击” 能力；高盛则上调其目标市值，认为 AI 技术应用将进一步提升企业利润。</p><p>不过，市场也关注到其面临的挑战，包括加盟店管理难度、食品安全品控及海外市场本土化等问题。</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>蜜雪集团上市四日累涨近80%，总市值剑指1350亿港元</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; 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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蜜雪集团上市四日累涨近80%，总市值剑指1350亿港元\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\">2025-03-06 14:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月6日，<a href=\"https://laohu8.com/S/02097\">蜜雪集团</a>日内大涨20%，股价触及356港元续刷新高，上市四日以来累涨近80%，总市值剑指1350亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad1e95d9d456b319e8c839f3b897af5d\" tg-width=\"560\" tg-height=\"240\"/></p><p>这家以“4元的柠檬水、8元的奶茶”横扫下沉市场的新茶饮代表性品牌，用4.6万家门店、90亿杯年销量、583亿元终端零售额的硬核数据，刷新了资本对茶饮行业的认知。</p><p>市场人士指出，蜜雪集团通过 “全球采购 + 自产基地” 双轨供应链模式，将原料成本压缩至行业平均水平的三分之一，支撑其在下沉市场的高密度布局 —— 三线及以下城市门店占比达 57%，单店覆盖半径仅 500 米，形成独特的规模壁垒。</p><p>国际投行对蜜雪集团的增长潜力给予高度评价。国金证券指出，公司通过 “供应链智能化 + 下沉市场精细化” 策略，在县域市场形成 “降维打击” 能力；高盛则上调其目标市值，认为 AI 技术应用将进一步提升企业利润。</p><p>不过，市场也关注到其面临的挑战，包括加盟店管理难度、食品安全品控及海外市场本土化等问题。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a2faeaf3dc3d480a0374990517b2947a","relate_stocks":{"BK1233":"餐馆","02097":"蜜雪集团"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124613221","content_text":"3月6日，蜜雪集团日内大涨20%，股价触及356港元续刷新高，上市四日以来累涨近80%，总市值剑指1350亿港元。这家以“4元的柠檬水、8元的奶茶”横扫下沉市场的新茶饮代表性品牌，用4.6万家门店、90亿杯年销量、583亿元终端零售额的硬核数据，刷新了资本对茶饮行业的认知。市场人士指出，蜜雪集团通过 “全球采购 + 自产基地” 双轨供应链模式，将原料成本压缩至行业平均水平的三分之一，支撑其在下沉市场的高密度布局 —— 三线及以下城市门店占比达 57%，单店覆盖半径仅 500 米，形成独特的规模壁垒。国际投行对蜜雪集团的增长潜力给予高度评价。国金证券指出，公司通过 “供应链智能化 + 下沉市场精细化” 策略，在县域市场形成 “降维打击” 能力；高盛则上调其目标市值，认为 AI 技术应用将进一步提升企业利润。不过，市场也关注到其面临的挑战，包括加盟店管理难度、食品安全品控及海外市场本土化等问题。","news_type":1,"symbols_score_info":{"02097":1}},"isVote":1,"tweetType":1,"viewCount":1374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410179709592040,"gmtCreate":1741151360455,"gmtModify":1741151361860,"author":{"id":"3506462233722179","authorId":"3506462233722179","name":"请输入昵称已阅读","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3506462233722179","authorIdStr":"3506462233722179"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$&nbsp;</a> 118卖出做空，塑料玩具，1600亿市值？？？现在人都这么有钱吗？","listText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$&nbsp;</a> 118卖出做空，塑料玩具，1600亿市值？？？现在人都这么有钱吗？","text":"$泡泡玛特(09992)$ 118卖出做空，塑料玩具，1600亿市值？？？现在人都这么有钱吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/410179709592040","isVote":1,"tweetType":1,"viewCount":1768,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3506462233722179","authorId":"3506462233722179","name":"请输入昵称已阅读","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3506462233722179","authorIdStr":"3506462233722179"},"content":"有钱买老铺黄金也行啊，最起码材料是黄金，买个塑料算怎么回事","text":"有钱买老铺黄金也行啊，最起码材料是黄金，买个塑料算怎么回事","html":"有钱买老铺黄金也行啊，最起码材料是黄金，买个塑料算怎么回事"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":409503010554512,"gmtCreate":1740986346790,"gmtModify":1740986347947,"author":{"id":"3506462233722179","authorId":"3506462233722179","name":"请输入昵称已阅读","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3506462233722179","authorIdStr":"3506462233722179"},"themes":[],"htmlText":"疯狂啊[开心]&nbsp;&nbsp;","listText":"疯狂啊[开心]&nbsp;&nbsp;","text":"疯狂啊[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/409503010554512","repostId":"1192880161","repostType":2,"repost":{"id":"1192880161","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":1740983126,"share":"https://www.laohu8.com/m/news/1192880161?lang=&edition=full","pubTime":"2025-03-03 14:25","market":"hk","language":"zh","title":"新股首日｜蜜雪集团午后涨幅扩大至46%，总市值超1100亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1192880161","media":"老虎资讯综合","summary":"3月3日，$蜜雪集团(02097)$上市首日大幅高开逾29%，报262港元/股，总市值逼近1000亿港元；每股定价202.5港元，公开发售获5258.21倍认购，一手中签率8%，认购2000手稳中一手。","content":"<html><head></head><body><p>3月3日，<a href=\"https://laohu8.com/S/02097\">蜜雪集团</a>午后持续上攻，现涨逾46%，股价最高触及297港元，总市值超1100亿港元，成交额近40亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a40968a31f69a89d736eb5593379ee4\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>公司概况</strong></p><p style=\"text-align: justify;\">公司是一家领先的现制饮品企业，聚焦为广大消费者提供单价约6元人民币(约1美元)的高质平价的现制果饮、茶饮、冰淇淋和咖啡等产品，旗下有现制茶饮品牌“蜜雪冰城”和现磨咖啡品牌“幸运咖”。</p><p style=\"text-align: justify;\">截至2024年9月30日，公司通过加盟模式发展的门店网络拥有超过45,000家门店，覆盖中国及海外11个国家。于2023年及截至2024年9月30日止九个月，公司门店网络分别实现饮品出杯量约74亿杯及71亿杯。</p><p style=\"text-align: justify;\">于业绩记录期内，公司收入主要来自根据加盟模式向加盟商出售门店物料(包括食材及包材)和设备，而在地理位置上主要聚焦于中国，来自海外的收入较少。</p><p style=\"text-align: justify;\">根据灼识咨询的报告，按照截至2024年9月30日的门店数计，蜜雪冰城是中国及全球最大的现制饮品企业。按照2023年的饮品出杯量计，蜜雪冰城是中国第一、全球第二的现制饮品企业。</p><p style=\"text-align: justify;\">按照2023年的终端零售额计，蜜雪冰城亦是中国第一、全球第四的现制饮品企业，公司在中国及全球的市场份额分别约为11.3%及2.2%。</p><p><strong>财务数据</strong></p><p style=\"text-align: justify;\">于2021年、2022年、2023年以及2024年前九个月，蜜雪冰城的门店网络分别实现了约228亿人民币、307亿人民币、478亿人民币及449亿人民币的终端零售额。</p><p style=\"text-align: justify;\">根据灼识咨询的报告，于2023年，蜜雪冰城是中国最大的现制饮品企业。业绩记录期，在巨大的规模基础上依然实现强劲增长、优异盈利和充裕的现金流量。</p><p style=\"text-align: justify;\">于2022年、2023年以及2024年前九个月，公司分别实现了136亿人民币、203亿人民币及187亿人民币的收入，同比增长31.2%、49.6%及21.2%。</p><p style=\"text-align: justify;\">于2022年、2023年以及2024年前九个月，公司的净利润分别为20亿人民币、32亿人民币及35亿人民币，同比增长5.3%、58.3%及42.3%。</p><p style=\"text-align: justify;\">公司持续创造经营活动现金流量净流入，在2021年、2022年、2023年以及2024年前九个月分别为17亿人民币、24亿人民币、38亿人民币及51亿人民币。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f310bf48c4dbb767b9ce613235577063\" title=\"\" tg-width=\"658\" tg-height=\"721\"/></p><p style=\"text-align: justify;\">公司已与基石投资者M&amp;G Investments (英卓投资管理)、 HongShan Growth、 Persistence Growth Limited、HHLR Fund, L.P、及 Long-Z Fund I, LP订立基石投资协议，基石投资者已同意按发售价认购可以总金额2亿美元(约15.58亿港元)购买的若干数目的发售股份。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2b3995968e9861bb43f47d84ca6a1a4\" title=\"\" tg-width=\"864\" tg-height=\"600\"/></p><p style=\"text-align: justify;\">按发售价每股发售股份202.50港元计算，公司估计自全球发售获得的所得款项净额将约为32.91亿港元。其中，约66%将用于提升端到端供应链的广度和深度;约12%将用于品牌和IP的建设和推广。</p><p style=\"text-align: justify;\">公司将利用广泛的线上和线下布局，通过开展聚焦于家喻户晓的品牌和超级IP的多维度、全渠道的品牌和市场推广活动，进一步提升我们的品牌价值和品牌知名度;约12%将用于加强各个业务环节的数字化和智能化能力;及约10%将用于营运资金和其他一般企业用途。</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>新股首日｜蜜雪集团午后涨幅扩大至46%，总市值超1100亿港元</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新股首日｜蜜雪集团午后涨幅扩大至46%，总市值超1100亿港元\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\">2025-03-03 14:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月3日，<a href=\"https://laohu8.com/S/02097\">蜜雪集团</a>午后持续上攻，现涨逾46%，股价最高触及297港元，总市值超1100亿港元，成交额近40亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a40968a31f69a89d736eb5593379ee4\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>公司概况</strong></p><p style=\"text-align: justify;\">公司是一家领先的现制饮品企业，聚焦为广大消费者提供单价约6元人民币(约1美元)的高质平价的现制果饮、茶饮、冰淇淋和咖啡等产品，旗下有现制茶饮品牌“蜜雪冰城”和现磨咖啡品牌“幸运咖”。</p><p style=\"text-align: justify;\">截至2024年9月30日，公司通过加盟模式发展的门店网络拥有超过45,000家门店，覆盖中国及海外11个国家。于2023年及截至2024年9月30日止九个月，公司门店网络分别实现饮品出杯量约74亿杯及71亿杯。</p><p style=\"text-align: justify;\">于业绩记录期内，公司收入主要来自根据加盟模式向加盟商出售门店物料(包括食材及包材)和设备，而在地理位置上主要聚焦于中国，来自海外的收入较少。</p><p style=\"text-align: justify;\">根据灼识咨询的报告，按照截至2024年9月30日的门店数计，蜜雪冰城是中国及全球最大的现制饮品企业。按照2023年的饮品出杯量计，蜜雪冰城是中国第一、全球第二的现制饮品企业。</p><p style=\"text-align: justify;\">按照2023年的终端零售额计，蜜雪冰城亦是中国第一、全球第四的现制饮品企业，公司在中国及全球的市场份额分别约为11.3%及2.2%。</p><p><strong>财务数据</strong></p><p style=\"text-align: justify;\">于2021年、2022年、2023年以及2024年前九个月，蜜雪冰城的门店网络分别实现了约228亿人民币、307亿人民币、478亿人民币及449亿人民币的终端零售额。</p><p style=\"text-align: justify;\">根据灼识咨询的报告，于2023年，蜜雪冰城是中国最大的现制饮品企业。业绩记录期，在巨大的规模基础上依然实现强劲增长、优异盈利和充裕的现金流量。</p><p style=\"text-align: justify;\">于2022年、2023年以及2024年前九个月，公司分别实现了136亿人民币、203亿人民币及187亿人民币的收入，同比增长31.2%、49.6%及21.2%。</p><p style=\"text-align: justify;\">于2022年、2023年以及2024年前九个月，公司的净利润分别为20亿人民币、32亿人民币及35亿人民币，同比增长5.3%、58.3%及42.3%。</p><p style=\"text-align: justify;\">公司持续创造经营活动现金流量净流入，在2021年、2022年、2023年以及2024年前九个月分别为17亿人民币、24亿人民币、38亿人民币及51亿人民币。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f310bf48c4dbb767b9ce613235577063\" title=\"\" tg-width=\"658\" tg-height=\"721\"/></p><p style=\"text-align: justify;\">公司已与基石投资者M&amp;G Investments (英卓投资管理)、 HongShan Growth、 Persistence Growth Limited、HHLR Fund, L.P、及 Long-Z Fund I, LP订立基石投资协议，基石投资者已同意按发售价认购可以总金额2亿美元(约15.58亿港元)购买的若干数目的发售股份。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2b3995968e9861bb43f47d84ca6a1a4\" title=\"\" tg-width=\"864\" tg-height=\"600\"/></p><p style=\"text-align: justify;\">按发售价每股发售股份202.50港元计算，公司估计自全球发售获得的所得款项净额将约为32.91亿港元。其中，约66%将用于提升端到端供应链的广度和深度;约12%将用于品牌和IP的建设和推广。</p><p style=\"text-align: justify;\">公司将利用广泛的线上和线下布局，通过开展聚焦于家喻户晓的品牌和超级IP的多维度、全渠道的品牌和市场推广活动，进一步提升我们的品牌价值和品牌知名度;约12%将用于加强各个业务环节的数字化和智能化能力;及约10%将用于营运资金和其他一般企业用途。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5c12b12ec676f38d2efeff3b964c028b","relate_stocks":{"02097":"蜜雪集团"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192880161","content_text":"3月3日，蜜雪集团午后持续上攻，现涨逾46%，股价最高触及297港元，总市值超1100亿港元，成交额近40亿港元。公司概况公司是一家领先的现制饮品企业，聚焦为广大消费者提供单价约6元人民币(约1美元)的高质平价的现制果饮、茶饮、冰淇淋和咖啡等产品，旗下有现制茶饮品牌“蜜雪冰城”和现磨咖啡品牌“幸运咖”。截至2024年9月30日，公司通过加盟模式发展的门店网络拥有超过45,000家门店，覆盖中国及海外11个国家。于2023年及截至2024年9月30日止九个月，公司门店网络分别实现饮品出杯量约74亿杯及71亿杯。于业绩记录期内，公司收入主要来自根据加盟模式向加盟商出售门店物料(包括食材及包材)和设备，而在地理位置上主要聚焦于中国，来自海外的收入较少。根据灼识咨询的报告，按照截至2024年9月30日的门店数计，蜜雪冰城是中国及全球最大的现制饮品企业。按照2023年的饮品出杯量计，蜜雪冰城是中国第一、全球第二的现制饮品企业。按照2023年的终端零售额计，蜜雪冰城亦是中国第一、全球第四的现制饮品企业，公司在中国及全球的市场份额分别约为11.3%及2.2%。财务数据于2021年、2022年、2023年以及2024年前九个月，蜜雪冰城的门店网络分别实现了约228亿人民币、307亿人民币、478亿人民币及449亿人民币的终端零售额。根据灼识咨询的报告，于2023年，蜜雪冰城是中国最大的现制饮品企业。业绩记录期，在巨大的规模基础上依然实现强劲增长、优异盈利和充裕的现金流量。于2022年、2023年以及2024年前九个月，公司分别实现了136亿人民币、203亿人民币及187亿人民币的收入，同比增长31.2%、49.6%及21.2%。于2022年、2023年以及2024年前九个月，公司的净利润分别为20亿人民币、32亿人民币及35亿人民币，同比增长5.3%、58.3%及42.3%。公司持续创造经营活动现金流量净流入，在2021年、2022年、2023年以及2024年前九个月分别为17亿人民币、24亿人民币、38亿人民币及51亿人民币。公司已与基石投资者M&G Investments (英卓投资管理)、 HongShan Growth、 Persistence Growth Limited、HHLR Fund, L.P、及 Long-Z Fund I, LP订立基石投资协议，基石投资者已同意按发售价认购可以总金额2亿美元(约15.58亿港元)购买的若干数目的发售股份。按发售价每股发售股份202.50港元计算，公司估计自全球发售获得的所得款项净额将约为32.91亿港元。其中，约66%将用于提升端到端供应链的广度和深度;约12%将用于品牌和IP的建设和推广。公司将利用广泛的线上和线下布局，通过开展聚焦于家喻户晓的品牌和超级IP的多维度、全渠道的品牌和市场推广活动，进一步提升我们的品牌价值和品牌知名度;约12%将用于加强各个业务环节的数字化和智能化能力;及约10%将用于营运资金和其他一般企业用途。","news_type":1,"symbols_score_info":{"02097":1.1}},"isVote":1,"tweetType":1,"viewCount":1223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408001077383296,"gmtCreate":1740624547508,"gmtModify":1740625673968,"author":{"id":"3506462233722179","authorId":"3506462233722179","name":"请输入昵称已阅读","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3506462233722179","authorIdStr":"3506462233722179"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 吹牛逼大王的信徒哪去了？快来抄底","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 吹牛逼大王的信徒哪去了？快来抄底","text":"$特斯拉(TSLA)$ 吹牛逼大王的信徒哪去了？快来抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408001077383296","isVote":1,"tweetType":1,"viewCount":1015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":406886843146472,"gmtCreate":1740364515288,"gmtModify":1740364516594,"author":{"id":"3506462233722179","authorId":"3506462233722179","name":"请输入昵称已阅读","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3506462233722179","authorIdStr":"3506462233722179"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$&nbsp;</a> 坚持做空这个股票，因为我不相信他们一直有钱买塑料玩具","listText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$&nbsp;</a> 坚持做空这个股票，因为我不相信他们一直有钱买塑料玩具","text":"$泡泡玛特(09992)$ 坚持做空这个股票，因为我不相信他们一直有钱买塑料玩具","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/406886843146472","isVote":1,"tweetType":1,"viewCount":2557,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4203419031218432","authorId":"4203419031218432","name":"智慧大汉","avatar":"https://static.tigerbbs.com/0987dba6f7911c1f77b451f9e905b569","crmLevel":1,"crmLevelSwitch":0,"idStr":"4203419031218432","authorIdStr":"4203419031218432"},"content":"我是潮玩行业的，泡泡去年的业绩暴涨来自泰国，去年10月之后东南亚的行情逐渐开始恢复了理智，业绩不会在出现大幅度增长的情况，除非泡泡在欧洲或者北美打开了新的巨大增长点，否则坚决看空","text":"我是潮玩行业的，泡泡去年的业绩暴涨来自泰国，去年10月之后东南亚的行情逐渐开始恢复了理智，业绩不会在出现大幅度增长的情况，除非泡泡在欧洲或者北美打开了新的巨大增长点，否则坚决看空","html":"我是潮玩行业的，泡泡去年的业绩暴涨来自泰国，去年10月之后东南亚的行情逐渐开始恢复了理智，业绩不会在出现大幅度增长的情况，除非泡泡在欧洲或者北美打开了新的巨大增长点，否则坚决看空"},{"author":{"id":"4202713111985172","authorId":"4202713111985172","name":"三倍做多我的余额","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"4202713111985172","authorIdStr":"4202713111985172"},"content":"我买 让我股票一直涨我就一直买","text":"我买 让我股票一直涨我就一直买","html":"我买 让我股票一直涨我就一直买"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405537072271728,"gmtCreate":1740032277667,"gmtModify":1740032278973,"author":{"id":"3506462233722179","authorId":"3506462233722179","name":"请输入昵称已阅读","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3506462233722179","authorIdStr":"3506462233722179"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$&nbsp;</a><v-v data-views=\"0\"></v-v> 真硬啊，塑料玩具卖出科技股价格","listText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$&nbsp;</a><v-v data-views=\"0\"></v-v> 真硬啊，塑料玩具卖出科技股价格","text":"$泡泡玛特(09992)$ 真硬啊，塑料玩具卖出科技股价格","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405537072271728","isVote":1,"tweetType":1,"viewCount":953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402745061585112,"gmtCreate":1739345174178,"gmtModify":1739346133869,"author":{"id":"3506462233722179","authorId":"3506462233722179","name":"请输入昵称已阅读","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3506462233722179","authorIdStr":"3506462233722179"},"themes":[],"htmlText":"就喜欢老马吹牛逼割韭菜","listText":"就喜欢老马吹牛逼割韭菜","text":"就喜欢老马吹牛逼割韭菜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402745061585112","repostId":"1117762646","repostType":2,"repost":{"id":"1117762646","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":1739342564,"share":"https://www.laohu8.com/m/news/1117762646?lang=&edition=full","pubTime":"2025-02-12 14:42","market":"us","language":"zh","title":"马斯克财富缩水！特斯拉股价崩盘引发身价跌破4000亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1117762646","media":"老虎资讯综合","summary":"马斯克财富跌破4000亿美元，特斯拉股价暴跌成主因去年12月，埃隆·马斯克的净资产一度超过4860亿美元，但如今已跌破4000亿美元，为2025年以来首次下滑。据《彭博亿万富翁指数》显示，短短两个月内，马斯克的财富蒸发近900亿美元，主要受特斯拉股价大跌的影响。自2024年12月18日特斯拉触及最高价488.54美元至2025年2月12日，特斯拉股价已下跌逾31%。需求下滑加上马斯克频繁涉足政治引发争议，令特斯拉股价持续走低。","content":"<html><head></head><body><p><strong>马斯克财富跌破4000亿美元，特斯拉股价暴跌成主因</strong></p><p>去年12月，埃隆·马斯克的净资产一度超过4860亿美元，但如今已跌破4000亿美元，为2025年以来首次下滑。据《彭博亿万富翁指数》显示，短短两个月内，马斯克的财富蒸发近900亿美元，主要受特斯拉股价大跌的影响。自2024年12月18日特斯拉触及最高价488.54美元至2025年2月12日，特斯拉股价已下跌逾31%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/567af8def045181e991e2358ca00057e\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>特斯拉困境加剧，市值承压</strong></p><p>马斯克的大部分财富（约60%）来源于特斯拉，而这家电动车巨头正经历艰难时期。需求下滑加上马斯克频繁涉足政治引发争议，令特斯拉股价持续走低。今年1月，特斯拉在法国的注册量暴跌63%，在德国的销量也下降60%，尽管欧洲整体电动车需求已出现回暖迹象。此外，2024年特斯拉销量同比减少2万辆，为12年来首次出现年度销量下降。而中国车企比亚迪凭借更实惠的价格和更成熟的自动驾驶技术，在竞争中占据优势，而特斯拉因监管问题迟迟未能兑现自动驾驶承诺。</p><p><strong>马斯克身家受特斯拉连累，SpaceX成关键支柱</strong></p><p>据《彭博社》估算，马斯克持有的特斯拉股票及期权占其总财富的60%，而他在SpaceX的42%股份则价值约1360亿美元。在特斯拉股价下跌的同时，马斯克也面临其他挑战，比如他发起的974亿美元收购OpenAI的提议遭到拒绝，而OpenAI CEO萨姆·奥特曼反而提议以97.4亿美元收购马斯克的社交媒体平台X。</p><p><strong>市场情绪反复波动，政治风险成特斯拉隐患</strong></p><p>特斯拉股价近年来一直是投资者情绪的晴雨表。在去年大选后，市场因特朗普政府可能对美国产电动车更友好而短暂提振特斯拉股价14%。特朗普提议对中国电动车加征关税，这可能减少部分海外竞争，但他同时威胁取消清洁能源补贴，这对小型电动车制造商的打击更大。然而，尽管销售表现不佳，马斯克依然在财报中强调特斯拉未来有望依靠人形机器人“Optimus”和自动驾驶业务达到10万亿美元的营收目标，引发市场关注。</p><p>Wedbush证券董事总经理丹·艾夫斯（Dan Ives）在1月财报后表示：“这是我听过马斯克最乐观的一次。”</p><p>但马斯克深陷政治漩涡的身份，正成为特斯拉的一大隐患。Saxo Bank全球投资策略主管雅各布·福尔肯克罗内（Jacob Falkencrone）在周二的研究报告中指出：“特斯拉在2025年面临的最大挑战不是技术，而是公众认知。马斯克的政治立场正影响消费者购买意愿、品牌忠诚度以及投资者信心。”</p><p>Stifel分析师斯蒂芬·根加罗（Stephen Gengaro）同样认为，马斯克的政治参与可能会影响特斯拉的未来。根据Stifel与Morning Consult的调查，特斯拉的净好感度仅为3%，接近2018年开始调查以来的最低水平。Stifel近期将特斯拉目标股价从492美元下调至478美元，但仍维持“买入”评级。</p><p>马斯克在政界的影响力正变成一把双刃剑，他如何平衡商业与政治，将直接影响特斯拉及其个人财富的未来走势。</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>马斯克财富缩水！特斯拉股价崩盘引发身价跌破4000亿美元</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; 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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马斯克财富缩水！特斯拉股价崩盘引发身价跌破4000亿美元\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\">2025-02-12 14:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>马斯克财富跌破4000亿美元，特斯拉股价暴跌成主因</strong></p><p>去年12月，埃隆·马斯克的净资产一度超过4860亿美元，但如今已跌破4000亿美元，为2025年以来首次下滑。据《彭博亿万富翁指数》显示，短短两个月内，马斯克的财富蒸发近900亿美元，主要受特斯拉股价大跌的影响。自2024年12月18日特斯拉触及最高价488.54美元至2025年2月12日，特斯拉股价已下跌逾31%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/567af8def045181e991e2358ca00057e\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>特斯拉困境加剧，市值承压</strong></p><p>马斯克的大部分财富（约60%）来源于特斯拉，而这家电动车巨头正经历艰难时期。需求下滑加上马斯克频繁涉足政治引发争议，令特斯拉股价持续走低。今年1月，特斯拉在法国的注册量暴跌63%，在德国的销量也下降60%，尽管欧洲整体电动车需求已出现回暖迹象。此外，2024年特斯拉销量同比减少2万辆，为12年来首次出现年度销量下降。而中国车企比亚迪凭借更实惠的价格和更成熟的自动驾驶技术，在竞争中占据优势，而特斯拉因监管问题迟迟未能兑现自动驾驶承诺。</p><p><strong>马斯克身家受特斯拉连累，SpaceX成关键支柱</strong></p><p>据《彭博社》估算，马斯克持有的特斯拉股票及期权占其总财富的60%，而他在SpaceX的42%股份则价值约1360亿美元。在特斯拉股价下跌的同时，马斯克也面临其他挑战，比如他发起的974亿美元收购OpenAI的提议遭到拒绝，而OpenAI CEO萨姆·奥特曼反而提议以97.4亿美元收购马斯克的社交媒体平台X。</p><p><strong>市场情绪反复波动，政治风险成特斯拉隐患</strong></p><p>特斯拉股价近年来一直是投资者情绪的晴雨表。在去年大选后，市场因特朗普政府可能对美国产电动车更友好而短暂提振特斯拉股价14%。特朗普提议对中国电动车加征关税，这可能减少部分海外竞争，但他同时威胁取消清洁能源补贴，这对小型电动车制造商的打击更大。然而，尽管销售表现不佳，马斯克依然在财报中强调特斯拉未来有望依靠人形机器人“Optimus”和自动驾驶业务达到10万亿美元的营收目标，引发市场关注。</p><p>Wedbush证券董事总经理丹·艾夫斯（Dan Ives）在1月财报后表示：“这是我听过马斯克最乐观的一次。”</p><p>但马斯克深陷政治漩涡的身份，正成为特斯拉的一大隐患。Saxo Bank全球投资策略主管雅各布·福尔肯克罗内（Jacob Falkencrone）在周二的研究报告中指出：“特斯拉在2025年面临的最大挑战不是技术，而是公众认知。马斯克的政治立场正影响消费者购买意愿、品牌忠诚度以及投资者信心。”</p><p>Stifel分析师斯蒂芬·根加罗（Stephen Gengaro）同样认为，马斯克的政治参与可能会影响特斯拉的未来。根据Stifel与Morning Consult的调查，特斯拉的净好感度仅为3%，接近2018年开始调查以来的最低水平。Stifel近期将特斯拉目标股价从492美元下调至478美元，但仍维持“买入”评级。</p><p>马斯克在政界的影响力正变成一把双刃剑，他如何平衡商业与政治，将直接影响特斯拉及其个人财富的未来走势。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/5c1e60517acf75b3ccdacf030d9a5ef4","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117762646","content_text":"马斯克财富跌破4000亿美元，特斯拉股价暴跌成主因去年12月，埃隆·马斯克的净资产一度超过4860亿美元，但如今已跌破4000亿美元，为2025年以来首次下滑。据《彭博亿万富翁指数》显示，短短两个月内，马斯克的财富蒸发近900亿美元，主要受特斯拉股价大跌的影响。自2024年12月18日特斯拉触及最高价488.54美元至2025年2月12日，特斯拉股价已下跌逾31%。特斯拉困境加剧，市值承压马斯克的大部分财富（约60%）来源于特斯拉，而这家电动车巨头正经历艰难时期。需求下滑加上马斯克频繁涉足政治引发争议，令特斯拉股价持续走低。今年1月，特斯拉在法国的注册量暴跌63%，在德国的销量也下降60%，尽管欧洲整体电动车需求已出现回暖迹象。此外，2024年特斯拉销量同比减少2万辆，为12年来首次出现年度销量下降。而中国车企比亚迪凭借更实惠的价格和更成熟的自动驾驶技术，在竞争中占据优势，而特斯拉因监管问题迟迟未能兑现自动驾驶承诺。马斯克身家受特斯拉连累，SpaceX成关键支柱据《彭博社》估算，马斯克持有的特斯拉股票及期权占其总财富的60%，而他在SpaceX的42%股份则价值约1360亿美元。在特斯拉股价下跌的同时，马斯克也面临其他挑战，比如他发起的974亿美元收购OpenAI的提议遭到拒绝，而OpenAI 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让我股票一直涨我就一直买","text":"我买 让我股票一直涨我就一直买","html":"我买 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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\">2021-01-20 10:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月20日讯，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>发表报告，上调美团(<a href=\"https://laohu8.com/S/03690\">$(03690)$</a>.HK)评级，由中性升至增持，目标价也大幅上调66.7%，由270港元上调至450港元，估计用户增长加快，及团购业务的城市覆盖和成交总额（GMV）提升将为近期催化剂。</p><p>该行相信社区团购将成为美团的长期盈利增长动力，因团购有具规模的整体潜在市场（TAM）、有长期的合理毛利结构，及与集团的核心食品配送及店内业务有差异性，且集团亦有稳固的线下执行力。摩通预期，团购业务在2025年将为美团产生2,340亿元人民币的收入，及盈利340亿元人民币，因此反映团购业务估值1000亿美元。</p><p>截至发稿，美团涨超6%，报362港元，距小摩目标价有24.3%上行空间，总市值超2.1万亿港元再创新高。<img src=\"https://static.tigerbbs.com/728e0273b644116578ee5a8e9e074224\" tg-width=\"840\" tg-height=\"470\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bf8c91b8cafc0a46defa381fb1f5641e","relate_stocks":{"03690":"美团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142764498","content_text":"1月20日讯，摩根大通发表报告，上调美团($(03690)$.HK)评级，由中性升至增持，目标价也大幅上调66.7%，由270港元上调至450港元，估计用户增长加快，及团购业务的城市覆盖和成交总额（GMV）提升将为近期催化剂。该行相信社区团购将成为美团的长期盈利增长动力，因团购有具规模的整体潜在市场（TAM）、有长期的合理毛利结构，及与集团的核心食品配送及店内业务有差异性，且集团亦有稳固的线下执行力。摩通预期，团购业务在2025年将为美团产生2,340亿元人民币的收入，及盈利340亿元人民币，因此反映团购业务估值1000亿美元。截至发稿，美团涨超6%，报362港元，距小摩目标价有24.3%上行空间，总市值超2.1万亿港元再创新高。","news_type":1,"symbols_score_info":{"03690":0.9}},"isVote":1,"tweetType":1,"viewCount":8117,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494300760647180","authorId":"3494300760647180","name":"MrFun","avatar":"https://static.tigerbbs.com/46f61ba9ce0c6051d75456f966ddcfc0","crmLevel":4,"crmLevelSwitch":1,"idStr":"3494300760647180","authorIdStr":"3494300760647180"},"content":"竞争对手？预言一波，携程飞猪去哪儿爱彼迎最终都会被美团打败，那些零零散散的酒店会员最终也会被美团酒店会员打败，以后可能还会霸占医疗健康行业和长短租行业","text":"竞争对手？预言一波，携程飞猪去哪儿爱彼迎最终都会被美团打败，那些零零散散的酒店会员最终也会被美团酒店会员打败，以后可能还会霸占医疗健康行业和长短租行业","html":"竞争对手？预言一波，携程飞猪去哪儿爱彼迎最终都会被美团打败，那些零零散散的酒店会员最终也会被美团酒店会员打败，以后可能还会霸占医疗健康行业和长短租行业"},{"author":{"id":"3473312166736956","authorId":"3473312166736956","name":"Meedly","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"idStr":"3473312166736956","authorIdStr":"3473312166736956"},"content":"你能相信700+pe的公司，业绩增长居然只有20%？活跃用户增长也没有了，拼多多增长掉到了100%都被喷","text":"你能相信700+pe的公司，业绩增长居然只有20%？活跃用户增长也没有了，拼多多增长掉到了100%都被喷","html":"你能相信700+pe的公司，业绩增长居然只有20%？活跃用户增长也没有了，拼多多增长掉到了100%都被喷"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405537072271728,"gmtCreate":1740032277667,"gmtModify":1740032278973,"author":{"id":"3506462233722179","authorId":"3506462233722179","name":"请输入昵称已阅读","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3506462233722179","authorIdStr":"3506462233722179"},"themes":[],"htmlText":"<a 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