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山中有,心中有,猴子岂能称第一
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虎虎添财
2020-03-10
$索尼克铸造科技(SOFO)$
不知道
虎虎添财
2019-11-18
$TOGA LIMITED(TOGL)$
[微笑][微笑][微笑]
虎虎添财
2019-08-28
早上好
@Tony特别帅: 【视频讲解Costco是如何引爆上海】一夜暴涨60亿美金?外资卖场在中国纷纷节节败退之时,为何最晚进驻的Costco能躺赢?瞠目结舌的好运背后是谨慎的战略试水。下面就让我们一起来看看COSTCO在中国拓展的战略路径,体会一下管理层那恰到好处令人窒息的操作$好市多(COST)$
虎虎添财
2019-08-22
这篇文章不错,转发给大家看
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虎虎添财
2019-08-22
美好的早上新的一天开始了
@老特资本:27.5以上可以做空拼多多!
$拼多多(PDD)$
理由:1. 总市值能差不多赶上京东简直无力之谈。2. 财报利好早就在两周内兑现了(股价涨了一段时间)3. 下沉市场利润很低,快递也要更多转折才能到达,现在PDD发展已经快到尽头了。4. 往死里空必赚钱!
$老虎证券(TIGR)$
$Facebook(FB)$
$苹果(AAPL)$
$亚马逊(AMZN)$
$AMD(AMD)$
$Netflix, Inc.(NFLX)$
$谷歌(GOOG)$
$摩根士丹利(MS)$
$微软(MSFT)$
$富途控股(FHL)$
$京东(JD)$
$阿里巴巴(BABA)$
虎虎添财
2019-08-21
早上好!时时看涨
@今日新闻:盘前上涨: $(DRYS)$ +35.5% (+$1.36); DryShips Inc.同意由董事长兼首席执行长伊科诺穆(George Economou)控制的一个集团以每股5.25美元现金的价格收购所有尚未发行的股票。 $(NYNY)$ +13.3% (+$1.12); jinhuat Realty与Genting Malaysia Berhad签署协议,将以每股9.74美元的现金收购帝国度假酒店(Empire Resorts)所有剩余未清偿股本;根据一份声明,优先股将在转换后的基础上获得同样的考虑。 $(ARMK)$ +12.1% (+$4.50); 野村Instinet分析师 丹多夫 将Aramark的建议升级为中立购买。PT从28美元上调至50美元 LGF/A +9.3% (+$1.03); 据一份文件显示,狮门娱乐公司(Lions Gate Entertainment Corp.)股东马隆(John C. Malone)与富达证券经纪服务公司(Fidelity Brokerage Services)达成了一项交易计划,拟出售至多180万股a类有投票权股票。 SINA +6.8% (+$2.55); 新浪公布的第二季度调整后每股收益超过分析师的最高预期。第二季度调整EPS 76c,预估为50c $(TGNA)$ +6.3% (+$0.95); 道琼斯(Dow Jones)援引知情人士的话报导称,阿波罗全球管理公司(Apollo Global Management)与广播公司泰格纳(Tegna)就一项交易进行了接洽,这家私募股权公司正寻求扩大对电视台的所有权。 SONO +6.1% (+$0.73); Sonos盘前上涨6.2%,此前Raymond James分析师Adam Tindle将其股票评级从增持上调至买入,认为未来几个季度将有“免费期权”推出,有可能带来上
虎虎添财
2019-08-20
早上好
抱歉,原内容已删除
虎虎添财
2019-08-17
这篇文章不错,转发给大家看
抱歉,原内容已删除
虎虎添财
2019-08-17
这篇文章不错,转发给大家看
抱歉,原内容已删除
虎虎添财
2019-08-17
这篇文章不错,转发给大家看
抱歉,原内容已删除
虎虎添财
2019-08-16
这篇文章不错,转发给大家看
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虎虎添财
2019-08-16
早上太阳最美丽
@孟浩:英伟达财报超预期,盘后大涨超5%
虎虎添财
2019-08-15
您好,今天是2019年8月15日,星期四,农历七月十五。祝您开心快乐每一天。顺致生活小哲理: 生命中,总有些遗憾,弥补不了;人生中,总有些意外,避之不开。生活,有太多的情非得已,太多的无可奈何。学会乐观,别让琐事,挤走快乐;学会放下,别让压力,影响心情;学会容忍,别让情绪,淡了笑容!该做的做好,该办的办好,潇潇洒洒的走一回。
抱歉,原内容已删除
虎虎添财
2019-08-15
早安
抱歉,原内容已删除
虎虎添财
2019-08-15
这篇文章不错,转发给大家看
抱歉,原内容已删除
虎虎添财
2019-08-15
这篇文章不错,转发给大家看
@一千二百字:看财报 | 京东资本性支出的下降说明了什么?
虎虎添财
2019-06-15
这篇文章不错,转发给大家看
抱歉,原内容已删除
虎虎添财
2019-06-14
这篇文章不错,转发给大家看
抱歉,原内容已删除
虎虎添财
2019-06-14
中午好
抱歉,原内容已删除
虎虎添财
2019-06-13
虎友们早上好,今天是2019年6月13日,星期四,农历五月十一,祝您天天开心,快乐生活。顺致生活小哲理: 做人,什么都可以舍弃,但不可舍弃内心的真诚,什么都可以输掉,但不可以输掉自己的良心,曾经有人问我,谁是真正对你好的人,我说,时间久了,遇事多了,自然知道谁对我好,人生有尺,做人有度,我掌控不了命运,却能掌控自己。只要能把握自己,改变自己,一切都可以顺理成章,走向成功。
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\n \n 【视频讲解Costco是如何引爆上海】一夜暴涨60亿美金?外资卖场在中国纷纷节节败退之时,为何最晚进驻的Costco能躺赢?瞠目结舌的好运背后是谨慎的战略试水。下面就让我们一起来看看COSTCO在中国拓展的战略路径,体会一下管理层那恰到好处令人窒息的操作$好市多(COST)$\n 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href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>理由:1. 总市值能差不多赶上京东简直无力之谈。2. 财报利好早就在两周内兑现了(股价涨了一段时间)3. 下沉市场利润很低,快递也要更多转折才能到达,现在PDD发展已经快到尽头了。4. 往死里空必赚钱!<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a><a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a><a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a><a href=\"https://laohu8.com/S/NFLX\">$Netflix, Inc.(NFLX)$</a><a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a><a href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a><a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a><a href=\"https://laohu8.com/S/FHL\">$富途控股(FHL)$</a><a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>","listText":"27.5以上可以做空拼多多!<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>理由:1. 总市值能差不多赶上京东简直无力之谈。2. 财报利好早就在两周内兑现了(股价涨了一段时间)3. 下沉市场利润很低,快递也要更多转折才能到达,现在PDD发展已经快到尽头了。4. 往死里空必赚钱!<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a><a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a><a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a><a href=\"https://laohu8.com/S/NFLX\">$Netflix, Inc.(NFLX)$</a><a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a><a href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a><a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a><a href=\"https://laohu8.com/S/FHL\">$富途控股(FHL)$</a><a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>","text":"27.5以上可以做空拼多多!$拼多多(PDD)$理由:1. 总市值能差不多赶上京东简直无力之谈。2. 财报利好早就在两周内兑现了(股价涨了一段时间)3. 下沉市场利润很低,快递也要更多转折才能到达,现在PDD发展已经快到尽头了。4. 往死里空必赚钱!$老虎证券(TIGR)$$Facebook(FB)$$苹果(AAPL)$$亚马逊(AMZN)$$AMD(AMD)$$Netflix, Inc.(NFLX)$$谷歌(GOOG)$$摩根士丹利(MS)$$微软(MSFT)$$富途控股(FHL)$$京东(JD)$$阿里巴巴(BABA)$","images":[{"img":"https://static.tigerbbs.com/a6869c59a2a0411a346d52b2caadc3c3","width":"1242","height":"2208"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/994083750","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":995768256,"gmtCreate":1566339568675,"gmtModify":1704714145550,"author":{"id":"3511579427497199","authorId":"3511579427497199","name":"虎虎添财","avatar":"https://static.tigerbbs.com/33a7be1d99dd97350f51b3cc7c18f18f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3511579427497199","authorIdStr":"3511579427497199"},"themes":[],"htmlText":"早上好!时时看涨","listText":"早上好!时时看涨","text":"早上好!时时看涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/995768256","repostId":"995516798","repostType":1,"repost":{"id":995516798,"gmtCreate":1566220276813,"gmtModify":1704713859405,"author":{"id":"34550872632897","authorId":"34550872632897","name":"今日新闻","avatar":"https://static.tigerbbs.com/17e95cbcbf19f0309585055e187b66cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"34550872632897","authorIdStr":"34550872632897"},"themes":[],"htmlText":"盘前上涨: $(DRYS)$ +35.5% (+$1.36); DryShips Inc.同意由董事长兼首席执行长伊科诺穆(George Economou)控制的一个集团以每股5.25美元现金的价格收购所有尚未发行的股票。 $(NYNY)$ +13.3% (+$1.12); jinhuat Realty与Genting Malaysia Berhad签署协议,将以每股9.74美元的现金收购帝国度假酒店(Empire Resorts)所有剩余未清偿股本;根据一份声明,优先股将在转换后的基础上获得同样的考虑。 $(ARMK)$ +12.1% (+$4.50); 野村Instinet分析师 丹多夫 将Aramark的建议升级为中立购买。PT从28美元上调至50美元 LGF/A +9.3% (+$1.03); 据一份文件显示,狮门娱乐公司(Lions Gate Entertainment Corp.)股东马隆(John C. 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Malone)与富达证券经纪服务公司(Fidelity Brokerage Services)达成了一项交易计划,拟出售至多180万股a类有投票权股票。 SINA +6.8% (+$2.55); 新浪公布的第二季度调整后每股收益超过分析师的最高预期。第二季度调整EPS 76c,预估为50c $(TGNA)$ +6.3% (+$0.95); 道琼斯(Dow Jones)援引知情人士的话报导称,阿波罗全球管理公司(Apollo Global Management)与广播公司泰格纳(Tegna)就一项交易进行了接洽,这家私募股权公司正寻求扩大对电视台的所有权。 SONO +6.1% (+$0.73); Sonos盘前上涨6.2%,此前Raymond James分析师Adam Tindle将其股票评级从增持上调至买入,认为未来几个季度将有“免费期权”推出,有可能带来上","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/995516798","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":995575754,"gmtCreate":1566254784278,"gmtModify":1704713940473,"author":{"id":"3511579427497199","authorId":"3511579427497199","name":"虎虎添财","avatar":"https://static.tigerbbs.com/33a7be1d99dd97350f51b3cc7c18f18f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3511579427497199","authorIdStr":"3511579427497199"},"themes":[],"htmlText":"早上好","listText":"早上好","text":"早上好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/995575754","repostId":"1960537199","repostType":2,"isVote":1,"tweetType":1,"viewCount":1537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":995203871,"gmtCreate":1566032151194,"gmtModify":1704713681012,"author":{"id":"3511579427497199","authorId":"3511579427497199","name":"虎虎添财","avatar":"https://static.tigerbbs.com/33a7be1d99dd97350f51b3cc7c18f18f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3511579427497199","authorIdStr":"3511579427497199"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/995203871","repostId":"1959374910","repostType":4,"isVote":1,"tweetType":1,"viewCount":1735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":995203125,"gmtCreate":1566032091467,"gmtModify":1704713680840,"author":{"id":"3511579427497199","authorId":"3511579427497199","name":"虎虎添财","avatar":"https://static.tigerbbs.com/33a7be1d99dd97350f51b3cc7c18f18f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3511579427497199","authorIdStr":"3511579427497199"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/995203125","repostId":"1959704328","repostType":2,"isVote":1,"tweetType":1,"viewCount":2243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":995203362,"gmtCreate":1566031949856,"gmtModify":1704713680323,"author":{"id":"3511579427497199","authorId":"3511579427497199","name":"虎虎添财","avatar":"https://static.tigerbbs.com/33a7be1d99dd97350f51b3cc7c18f18f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3511579427497199","authorIdStr":"3511579427497199"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/995203362","repostId":"1176385306","repostType":2,"isVote":1,"tweetType":1,"viewCount":2250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":995813483,"gmtCreate":1565916716842,"gmtModify":1704713465104,"author":{"id":"3511579427497199","authorId":"3511579427497199","name":"虎虎添财","avatar":"https://static.tigerbbs.com/33a7be1d99dd97350f51b3cc7c18f18f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3511579427497199","authorIdStr":"3511579427497199"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/995813483","repostId":"1959723345","repostType":2,"isVote":1,"tweetType":1,"viewCount":2137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":995813605,"gmtCreate":1565916566607,"gmtModify":1704713464932,"author":{"id":"3511579427497199","authorId":"3511579427497199","name":"虎虎添财","avatar":"https://static.tigerbbs.com/33a7be1d99dd97350f51b3cc7c18f18f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3511579427497199","authorIdStr":"3511579427497199"},"themes":[],"htmlText":"早上太阳最美丽","listText":"早上太阳最美丽","text":"早上太阳最美丽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/995813605","repostId":"995837350","repostType":1,"repost":{"id":995837350,"gmtCreate":1565913691069,"gmtModify":1704713460258,"author":{"id":"58341441844653","authorId":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72c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在美股市场周四盘后公布了该公司的2020财年第二季度财报。报告显示, 营收为25.79亿美元,与上一季度的22.20亿美元相比增长16%,与上年同期的31.23亿美元相比下降17%;超分析师预期的25.4亿美元。 调整后每股收益1.24美元,同比下降36%,高于预期的1.15美元; 财报发布后,英伟达盘后股价大涨超5.7%。 业绩概要: 营收: 英伟达第二季度营收25.79亿美元超出华尔街分析师此前预期。FactSet调查显示,分析师此前平均预期英伟达第二季度营收将达22.5亿美元。其中, 视频游戏业务的收入下降27%至13.1亿美元,但超过分析师估计的12.8亿美元。 汽车部门的销售额增长了30%,达到2.09亿美元。 数据中心收入下跌14%至6.55亿美元,仅落后于6.71亿美元的市场预期。 盈利: 英伟达第二季度净利润为5.52亿美元,每股摊薄收益为0.90美元。 运营利润为5.71亿美元,与上一季度的3.58亿美元相比增长59%,与上年同期的11.57亿美元相比下降51%。调整后运营利润为8.02亿美元,与上一季度的5.57亿美元相比增长44%,与上年同期的12.90亿美元相比下降38%。 毛利率: 英伟达第二季度毛利率为59.8%,同比降350个基点,环比升140个基点。不按照美国通用会计准则,毛利率为60.1%,同比降340个基点,环比升110个基点,高于预期的59.5%。 支出: 英伟达第二季度运营支出为9.70亿美元,与上一季度的9.38亿美元相比增长3%,与上年同期的8.18亿美元相比增长19%。 其中,研发支出为7.04亿美元,高于上年同期的5.81亿美元;销售、总务和行政支出为2.66亿美元,高于上年同期的2.37亿美元。不按照美国通用会计准则,运营支出为7.49亿美元,与上年同期的6.92亿美元相比增长8%,与上一","listText":"8月16日,$英伟达(NVDA)$ 在美股市场周四盘后公布了该公司的2020财年第二季度财报。报告显示, 营收为25.79亿美元,与上一季度的22.20亿美元相比增长16%,与上年同期的31.23亿美元相比下降17%;超分析师预期的25.4亿美元。 调整后每股收益1.24美元,同比下降36%,高于预期的1.15美元; 财报发布后,英伟达盘后股价大涨超5.7%。 业绩概要: 营收: 英伟达第二季度营收25.79亿美元超出华尔街分析师此前预期。FactSet调查显示,分析师此前平均预期英伟达第二季度营收将达22.5亿美元。其中, 视频游戏业务的收入下降27%至13.1亿美元,但超过分析师估计的12.8亿美元。 汽车部门的销售额增长了30%,达到2.09亿美元。 数据中心收入下跌14%至6.55亿美元,仅落后于6.71亿美元的市场预期。 盈利: 英伟达第二季度净利润为5.52亿美元,每股摊薄收益为0.90美元。 运营利润为5.71亿美元,与上一季度的3.58亿美元相比增长59%,与上年同期的11.57亿美元相比下降51%。调整后运营利润为8.02亿美元,与上一季度的5.57亿美元相比增长44%,与上年同期的12.90亿美元相比下降38%。 毛利率: 英伟达第二季度毛利率为59.8%,同比降350个基点,环比升140个基点。不按照美国通用会计准则,毛利率为60.1%,同比降340个基点,环比升110个基点,高于预期的59.5%。 支出: 英伟达第二季度运营支出为9.70亿美元,与上一季度的9.38亿美元相比增长3%,与上年同期的8.18亿美元相比增长19%。 其中,研发支出为7.04亿美元,高于上年同期的5.81亿美元;销售、总务和行政支出为2.66亿美元,高于上年同期的2.37亿美元。不按照美国通用会计准则,运营支出为7.49亿美元,与上年同期的6.92亿美元相比增长8%,与上一","text":"8月16日,$英伟达(NVDA)$ 在美股市场周四盘后公布了该公司的2020财年第二季度财报。报告显示, 营收为25.79亿美元,与上一季度的22.20亿美元相比增长16%,与上年同期的31.23亿美元相比下降17%;超分析师预期的25.4亿美元。 调整后每股收益1.24美元,同比下降36%,高于预期的1.15美元; 财报发布后,英伟达盘后股价大涨超5.7%。 业绩概要: 营收: 英伟达第二季度营收25.79亿美元超出华尔街分析师此前预期。FactSet调查显示,分析师此前平均预期英伟达第二季度营收将达22.5亿美元。其中, 视频游戏业务的收入下降27%至13.1亿美元,但超过分析师估计的12.8亿美元。 汽车部门的销售额增长了30%,达到2.09亿美元。 数据中心收入下跌14%至6.55亿美元,仅落后于6.71亿美元的市场预期。 盈利: 英伟达第二季度净利润为5.52亿美元,每股摊薄收益为0.90美元。 运营利润为5.71亿美元,与上一季度的3.58亿美元相比增长59%,与上年同期的11.57亿美元相比下降51%。调整后运营利润为8.02亿美元,与上一季度的5.57亿美元相比增长44%,与上年同期的12.90亿美元相比下降38%。 毛利率: 英伟达第二季度毛利率为59.8%,同比降350个基点,环比升140个基点。不按照美国通用会计准则,毛利率为60.1%,同比降340个基点,环比升110个基点,高于预期的59.5%。 支出: 英伟达第二季度运营支出为9.70亿美元,与上一季度的9.38亿美元相比增长3%,与上年同期的8.18亿美元相比增长19%。 其中,研发支出为7.04亿美元,高于上年同期的5.81亿美元;销售、总务和行政支出为2.66亿美元,高于上年同期的2.37亿美元。不按照美国通用会计准则,运营支出为7.49亿美元,与上年同期的6.92亿美元相比增长8%,与上一","images":[{"img":"https://static.tigerbbs.com/eac9caea880aafa867fb36b91af94423"},{"img":"https://static.tigerbbs.com/14afe342b97ffbe12c9eb2a5fff5ad7f"},{"img":"https://static.tigerbbs.com/04e778981262beb87f2750985014df51"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/995837350","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":995313674,"gmtCreate":1565828252898,"gmtModify":1704713197680,"author":{"id":"3511579427497199","authorId":"3511579427497199","name":"虎虎添财","avatar":"https://static.tigerbbs.com/33a7be1d99dd97350f51b3cc7c18f18f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3511579427497199","authorIdStr":"3511579427497199"},"themes":[],"htmlText":"您好,今天是2019年8月15日,星期四,农历七月十五。祝您开心快乐每一天。顺致生活小哲理: 生命中,总有些遗憾,弥补不了;人生中,总有些意外,避之不开。生活,有太多的情非得已,太多的无可奈何。学会乐观,别让琐事,挤走快乐;学会放下,别让压力,影响心情;学会容忍,别让情绪,淡了笑容!该做的做好,该办的办好,潇潇洒洒的走一回。","listText":"您好,今天是2019年8月15日,星期四,农历七月十五。祝您开心快乐每一天。顺致生活小哲理: 生命中,总有些遗憾,弥补不了;人生中,总有些意外,避之不开。生活,有太多的情非得已,太多的无可奈何。学会乐观,别让琐事,挤走快乐;学会放下,别让压力,影响心情;学会容忍,别让情绪,淡了笑容!该做的做好,该办的办好,潇潇洒洒的走一回。","text":"您好,今天是2019年8月15日,星期四,农历七月十五。祝您开心快乐每一天。顺致生活小哲理: 生命中,总有些遗憾,弥补不了;人生中,总有些意外,避之不开。生活,有太多的情非得已,太多的无可奈何。学会乐观,别让琐事,挤走快乐;学会放下,别让压力,影响心情;学会容忍,别让情绪,淡了笑容!该做的做好,该办的办好,潇潇洒洒的走一回。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/995313674","repostId":"1149865670","repostType":2,"isVote":1,"tweetType":1,"viewCount":1099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":995319793,"gmtCreate":1565827933412,"gmtModify":1704713196641,"author":{"id":"3511579427497199","authorId":"3511579427497199","name":"虎虎添财","avatar":"https://static.tigerbbs.com/33a7be1d99dd97350f51b3cc7c18f18f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3511579427497199","authorIdStr":"3511579427497199"},"themes":[],"htmlText":"早安","listText":"早安","text":"早安","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/995319793","repostId":"1164313182","repostType":2,"isVote":1,"tweetType":1,"viewCount":1699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":995319460,"gmtCreate":1565827906150,"gmtModify":1704713196295,"author":{"id":"3511579427497199","authorId":"3511579427497199","name":"虎虎添财","avatar":"https://static.tigerbbs.com/33a7be1d99dd97350f51b3cc7c18f18f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3511579427497199","authorIdStr":"3511579427497199"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/995319460","repostId":"1959413348","repostType":2,"isVote":1,"tweetType":1,"viewCount":1433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":995319596,"gmtCreate":1565827865015,"gmtModify":1704713196123,"author":{"id":"3511579427497199","authorId":"3511579427497199","name":"虎虎添财","avatar":"https://static.tigerbbs.com/33a7be1d99dd97350f51b3cc7c18f18f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3511579427497199","authorIdStr":"3511579427497199"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/995319596","repostId":"995985038","repostType":1,"repost":{"id":995985038,"gmtCreate":1565788773724,"gmtModify":1704713087901,"author":{"id":"3491520112366704","authorId":"3491520112366704","name":"一千二百字","avatar":"https://static.laohu8.com/fa3155de6f816a94cf65ab21506b98b1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3491520112366704","authorIdStr":"3491520112366704"},"themes":[],"title":"看财报 | 京东资本性支出的下降说明了什么?","htmlText":"针对京东 $京东(JD)$ 财报,主要想分析两点:公司盈利的持续性问题,以及资本支出的下降意味着怎样可能的策略调整? 受昨天盘前发布Q2业绩提振,京东每股股价突破30美元,单日大涨3.5美元。可能主要因为运营利润率的提升增强了市场信心。 运营利润率(operating margin)介于毛利率与净利润率之间。2Q19京东运营利润率是1.5%,2Q18是-0.85%,增加了将近2.4个百分点;如果把股权激励、折旧摊销这些非现金部分“加回去”看Non-GAAP(非美国通用会计准则),则运营利润率同比增加了2个百分点,达2.1%。 增加是怎么来的呢?下一个季度有没有持续性呢?二季度收入增速与成本(cost)增速基本一致,都在21-23%区间,所以这个不会引起运营利润率的巨变。变化原因主要有三个:1. 商城(自营+第三方)的毛利率(gross margin)提升了;2.市场策略调整导致营销费用率下降;3.仓储物流规模效应提升导致履约成本下降。 对于原因1,京东高管在分析师会议上透露,商城毛利率同比增长了76个基点(0.76%)。那么,分析原因有多方面的可能,比如部分商品提价了,类目结构调整了,第三方平台的广告议价能力增强了,还有今年4月1日实施的增值税改革新政导致了一次性收益等。 鉴于商品提价会受到消费者抵触,类目调整效果作用到毛利率上需要经历长期过程等,商城毛利率的提升应该是一个缓慢而微小的过程,这比较符合零售业的规律,尽管现在已经连续21个季度实现商城毛利率同比增长。 至于营销费用率(市场营销费/总收入),按季度看,从去年同期的4.3%下降到3.7%;按上半年看,从去年同期的3.9%下降到3.5%;但按年看,2016-2018的营销费用率依次为3.9%、4.1%,4.2%,逐年上涨。所以考虑到Q4是电商旺季,以及市场竞争愈发激烈等因素,未来营销费用率的持续低位可能不太现实。 看","listText":"针对京东 $京东(JD)$ 财报,主要想分析两点:公司盈利的持续性问题,以及资本支出的下降意味着怎样可能的策略调整? 受昨天盘前发布Q2业绩提振,京东每股股价突破30美元,单日大涨3.5美元。可能主要因为运营利润率的提升增强了市场信心。 运营利润率(operating margin)介于毛利率与净利润率之间。2Q19京东运营利润率是1.5%,2Q18是-0.85%,增加了将近2.4个百分点;如果把股权激励、折旧摊销这些非现金部分“加回去”看Non-GAAP(非美国通用会计准则),则运营利润率同比增加了2个百分点,达2.1%。 增加是怎么来的呢?下一个季度有没有持续性呢?二季度收入增速与成本(cost)增速基本一致,都在21-23%区间,所以这个不会引起运营利润率的巨变。变化原因主要有三个:1. 商城(自营+第三方)的毛利率(gross margin)提升了;2.市场策略调整导致营销费用率下降;3.仓储物流规模效应提升导致履约成本下降。 对于原因1,京东高管在分析师会议上透露,商城毛利率同比增长了76个基点(0.76%)。那么,分析原因有多方面的可能,比如部分商品提价了,类目结构调整了,第三方平台的广告议价能力增强了,还有今年4月1日实施的增值税改革新政导致了一次性收益等。 鉴于商品提价会受到消费者抵触,类目调整效果作用到毛利率上需要经历长期过程等,商城毛利率的提升应该是一个缓慢而微小的过程,这比较符合零售业的规律,尽管现在已经连续21个季度实现商城毛利率同比增长。 至于营销费用率(市场营销费/总收入),按季度看,从去年同期的4.3%下降到3.7%;按上半年看,从去年同期的3.9%下降到3.5%;但按年看,2016-2018的营销费用率依次为3.9%、4.1%,4.2%,逐年上涨。所以考虑到Q4是电商旺季,以及市场竞争愈发激烈等因素,未来营销费用率的持续低位可能不太现实。 看","text":"针对京东 $京东(JD)$ 财报,主要想分析两点:公司盈利的持续性问题,以及资本支出的下降意味着怎样可能的策略调整? 受昨天盘前发布Q2业绩提振,京东每股股价突破30美元,单日大涨3.5美元。可能主要因为运营利润率的提升增强了市场信心。 运营利润率(operating margin)介于毛利率与净利润率之间。2Q19京东运营利润率是1.5%,2Q18是-0.85%,增加了将近2.4个百分点;如果把股权激励、折旧摊销这些非现金部分“加回去”看Non-GAAP(非美国通用会计准则),则运营利润率同比增加了2个百分点,达2.1%。 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| 京东资本性支出的下降说明了什么?","htmlText":"针对京东 $京东(JD)$ 财报,主要想分析两点:公司盈利的持续性问题,以及资本支出的下降意味着怎样可能的策略调整? 受昨天盘前发布Q2业绩提振,京东每股股价突破30美元,单日大涨3.5美元。可能主要因为运营利润率的提升增强了市场信心。 运营利润率(operating margin)介于毛利率与净利润率之间。2Q19京东运营利润率是1.5%,2Q18是-0.85%,增加了将近2.4个百分点;如果把股权激励、折旧摊销这些非现金部分“加回去”看Non-GAAP(非美国通用会计准则),则运营利润率同比增加了2个百分点,达2.1%。 增加是怎么来的呢?下一个季度有没有持续性呢?二季度收入增速与成本(cost)增速基本一致,都在21-23%区间,所以这个不会引起运营利润率的巨变。变化原因主要有三个:1. 商城(自营+第三方)的毛利率(gross margin)提升了;2.市场策略调整导致营销费用率下降;3.仓储物流规模效应提升导致履约成本下降。 对于原因1,京东高管在分析师会议上透露,商城毛利率同比增长了76个基点(0.76%)。那么,分析原因有多方面的可能,比如部分商品提价了,类目结构调整了,第三方平台的广告议价能力增强了,还有今年4月1日实施的增值税改革新政导致了一次性收益等。 鉴于商品提价会受到消费者抵触,类目调整效果作用到毛利率上需要经历长期过程等,商城毛利率的提升应该是一个缓慢而微小的过程,这比较符合零售业的规律,尽管现在已经连续21个季度实现商城毛利率同比增长。 至于营销费用率(市场营销费/总收入),按季度看,从去年同期的4.3%下降到3.7%;按上半年看,从去年同期的3.9%下降到3.5%;但按年看,2016-2018的营销费用率依次为3.9%、4.1%,4.2%,逐年上涨。所以考虑到Q4是电商旺季,以及市场竞争愈发激烈等因素,未来营销费用率的持续低位可能不太现实。 看","listText":"针对京东 $京东(JD)$ 财报,主要想分析两点:公司盈利的持续性问题,以及资本支出的下降意味着怎样可能的策略调整? 受昨天盘前发布Q2业绩提振,京东每股股价突破30美元,单日大涨3.5美元。可能主要因为运营利润率的提升增强了市场信心。 运营利润率(operating margin)介于毛利率与净利润率之间。2Q19京东运营利润率是1.5%,2Q18是-0.85%,增加了将近2.4个百分点;如果把股权激励、折旧摊销这些非现金部分“加回去”看Non-GAAP(非美国通用会计准则),则运营利润率同比增加了2个百分点,达2.1%。 增加是怎么来的呢?下一个季度有没有持续性呢?二季度收入增速与成本(cost)增速基本一致,都在21-23%区间,所以这个不会引起运营利润率的巨变。变化原因主要有三个:1. 商城(自营+第三方)的毛利率(gross margin)提升了;2.市场策略调整导致营销费用率下降;3.仓储物流规模效应提升导致履约成本下降。 对于原因1,京东高管在分析师会议上透露,商城毛利率同比增长了76个基点(0.76%)。那么,分析原因有多方面的可能,比如部分商品提价了,类目结构调整了,第三方平台的广告议价能力增强了,还有今年4月1日实施的增值税改革新政导致了一次性收益等。 鉴于商品提价会受到消费者抵触,类目调整效果作用到毛利率上需要经历长期过程等,商城毛利率的提升应该是一个缓慢而微小的过程,这比较符合零售业的规律,尽管现在已经连续21个季度实现商城毛利率同比增长。 至于营销费用率(市场营销费/总收入),按季度看,从去年同期的4.3%下降到3.7%;按上半年看,从去年同期的3.9%下降到3.5%;但按年看,2016-2018的营销费用率依次为3.9%、4.1%,4.2%,逐年上涨。所以考虑到Q4是电商旺季,以及市场竞争愈发激烈等因素,未来营销费用率的持续低位可能不太现实。 看","text":"针对京东 $京东(JD)$ 财报,主要想分析两点:公司盈利的持续性问题,以及资本支出的下降意味着怎样可能的策略调整? 受昨天盘前发布Q2业绩提振,京东每股股价突破30美元,单日大涨3.5美元。可能主要因为运营利润率的提升增强了市场信心。 运营利润率(operating margin)介于毛利率与净利润率之间。2Q19京东运营利润率是1.5%,2Q18是-0.85%,增加了将近2.4个百分点;如果把股权激励、折旧摊销这些非现金部分“加回去”看Non-GAAP(非美国通用会计准则),则运营利润率同比增加了2个百分点,达2.1%。 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Morning[玫瑰][玫瑰][玫瑰]","images":[{"img":"https://static.tigerbbs.com/d19b28cc08dc4cf14d3ac20466d8f8c5"},{"img":"https://static.tigerbbs.com/af76fa63457b262d102023498f3c0f35"},{"img":"https://static.tigerbbs.com/7332e1fcb0eab8b7c81eb2ff3be6d232"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/452254","isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},{"id":429103,"gmtCreate":1552606238686,"gmtModify":1704793014939,"author":{"id":"3511579427497199","authorId":"3511579427497199","name":"虎虎添财","avatar":"https://static.tigerbbs.com/33a7be1d99dd97350f51b3cc7c18f18f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3511579427497199","authorIdStr":"3511579427497199"},"themes":[],"htmlText":"今天是3月15日,星期五,农历二月初九。人与人之间,最大的吸引力,不是你的容颜,不是你的财富,也不是你的才华,而是,你传递给对方的温暖和踏实,以及传递给对方的那份正能量。早安股友们","listText":"今天是3月15日,星期五,农历二月初九。人与人之间,最大的吸引力,不是你的容颜,不是你的财富,也不是你的才华,而是,你传递给对方的温暖和踏实,以及传递给对方的那份正能量。早安股友们","text":"今天是3月15日,星期五,农历二月初九。人与人之间,最大的吸引力,不是你的容颜,不是你的财富,也不是你的才华,而是,你传递给对方的温暖和踏实,以及传递给对方的那份正能量。早安股友们","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/429103","repostId":"1903570598","repostType":4,"isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":414700,"gmtCreate":1551676932409,"gmtModify":1704791288495,"author":{"id":"3511579427497199","authorId":"3511579427497199","name":"虎虎添财","avatar":"https://static.tigerbbs.com/33a7be1d99dd97350f51b3cc7c18f18f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3511579427497199","authorIdStr":"3511579427497199"},"themes":[],"htmlText":"敢投资的人,才拥有成为富人的机会!不敢投资的人,虽然没有亏过钱,但也注定不会赢! 船:停在岸边最安全,但那不是造船的本意 人:呆在家里最安全,但那不是做人的价值 人生需要不断的经历和修行,无胆亦无财! 今年要全力以赴投入股票市场!赶上牛市卖上两头","listText":"敢投资的人,才拥有成为富人的机会!不敢投资的人,虽然没有亏过钱,但也注定不会赢! 船:停在岸边最安全,但那不是造船的本意 人:呆在家里最安全,但那不是做人的价值 人生需要不断的经历和修行,无胆亦无财! 今年要全力以赴投入股票市场!赶上牛市卖上两头","text":"敢投资的人,才拥有成为富人的机会!不敢投资的人,虽然没有亏过钱,但也注定不会赢! 船:停在岸边最安全,但那不是造船的本意 人:呆在家里最安全,但那不是做人的价值 人生需要不断的经历和修行,无胆亦无财! 今年要全力以赴投入股票市场!赶上牛市卖上两头","images":[{"img":"https://static.tigerbbs.com/6b9d859101d10791fdee1648f24a6e5b"},{"img":"https://static.tigerbbs.com/393b2908731e56b643a0d63d2c528ceb"},{"img":"https://static.tigerbbs.com/aaf0ba6afa1b2c19138ddd0ff5835859"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/414700","isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},{"id":411203,"gmtCreate":1551314034653,"gmtModify":1704790860139,"author":{"id":"3511579427497199","authorId":"3511579427497199","name":"虎虎添财","avatar":"https://static.tigerbbs.com/33a7be1d99dd97350f51b3cc7c18f18f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3511579427497199","authorIdStr":"3511579427497199"},"themes":[],"htmlText":"🎀世界上最可贵的四句话 一个叫相信,一个叫认真,一个叫执着,一个叫感恩。相信的人拥有了机会,认真的人改变了自己,执着的人改变了命运,感恩的人留住了福报。有些事情,不是看到了希望才去坚持,而是坚持了才有希望! 大家早上好[太阳][太阳][太阳][玫瑰][玫瑰][玫瑰]","listText":"🎀世界上最可贵的四句话 一个叫相信,一个叫认真,一个叫执着,一个叫感恩。相信的人拥有了机会,认真的人改变了自己,执着的人改变了命运,感恩的人留住了福报。有些事情,不是看到了希望才去坚持,而是坚持了才有希望! 大家早上好[太阳][太阳][太阳][玫瑰][玫瑰][玫瑰]","text":"🎀世界上最可贵的四句话 一个叫相信,一个叫认真,一个叫执着,一个叫感恩。相信的人拥有了机会,认真的人改变了自己,执着的人改变了命运,感恩的人留住了福报。有些事情,不是看到了希望才去坚持,而是坚持了才有希望! 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