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2022-01-14

机构用心险恶，12美元？卖废铜烂铁都不止这个价，希望市场狠狠打脸这些缺德的分析师

乘新能源东风福特老当益壮：市值首破千亿美元股价创20年新高

2021-12-15

木头姐已经成了笑话，还通缩？

美国女股神Cathie Wood仍认为未来一年最大风险是通缩，而非通胀

2021-12-14

木头姐的操作是最佳反向指标

传ARK基金减持辉瑞(PFE)及亚马逊(AMZN)等股

2021-12-10

贾骗子也要穷途末路了

抱歉，原内容已删除

2021-11-17

直接加个零卖给下家，这些股票真是吓死我了

千亿市值不是梦，Lucid上升潜力巨大

2021-09-27

坐看看空美光的被打脸

尽管芯片需求强劲，分析师预计美光科技Q4业绩难超预期

2021-09-13

有没有人像我这样，对这些内容完全看不懂，也不知道这些技术和发展到底是为了什么，对社会和进步是什么用的？

抱歉，原内容已删除

2021-09-07

厌恶wood，天天鼓吹不靠谱泡沐

抱歉，原内容已删除

2021-08-17

好内容，摩根斯坦利分析师内容我第一眼就觉得不可思议，完全不符合常识

Micron Technology: Winter May Be Coming, But Not This Year... Nor The Next

2021-07-19

匹夫无罪怀璧有罪，台积电就是美国砧板上的肉

美国工程师去了台积电总部！刘德音放出猛料，3nm还能保住吗？

2021-07-16

$Corsair Gaming, Inc.(CRSR)$ 实在看不懂这个股为啥走得那么疲软，业绩，增长都很好啊

2021-07-14

$Teladoc Health Inc.(TDOC)$ 这个股票的合理价位应该再跌一半，耐心等着吧，别抱有短期的幻想

2021-07-13

不知所云

As a Tech Investment, Palantir Puts the Soft in Software

2021-07-07

$Corsair Gaming, Inc.(CRSR)$ 请问哪位知道CRSR 的Q2 财报发布日期？

2021-07-06

典型双标文章

抱歉，原内容已删除

2021-07-02

存储的需求怎么了能降低呢，远不止PC 场景啊

Micron and Chip Stocks Drop but Nvidia Climbs

2021-06-04

此时不割韭菜更待何时？不同意增发天理不容

抱歉，原内容已删除

2021-05-31

实在非常讨厌这种中国的大平台企业，到底有什么价值？美团挣的每分钱都是其他企业的几倍损失和多少人的失业，从国家来看总体是损失

抱歉，原内容已删除

2021-05-30

比特币注定不会成为货币，因为作为法定货币是否有价值取决于一个国家主权和经济能力的背书，比特币只能作为投机资产在哪炒作，但不可能作为货币，完全不符合逻辑

抱歉，原内容已删除

2021-05-28

整个行业已经崩溃了

生死转折？“在线教育史上最大裁员潮”即将爆发

去老虎APP查看更多动态

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卖废铜烂铁都不止这个价，希望市场狠狠打脸这些缺德的分析师","listText":"机构用心险恶，12美元？ 卖废铜烂铁都不止这个价，希望市场狠狠打脸这些缺德的分析师","text":"机构用心险恶，12美元？ 卖废铜烂铁都不止这个价，希望市场狠狠打脸这些缺德的分析师","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694747183","repostId":"2203979449","repostType":2,"repost":{"id":"2203979449","kind":"news","pubTimestamp":1642125641,"share":"https://ttm.financial/m/news/2203979449?lang=&edition=full","pubTime":"2022-01-14 10:00","market":"sh","language":"zh","title":"乘新能源东风 福特老当益壮：市值首破千亿美元 股价创20年新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2203979449","media":"同花顺财经","summary":"福特的新能源转型计划给这个老牌车企巨头带来了新的增长动力，也使其得以加入拥有千亿美元市值但市销率小于1的俱乐部。但相比增长机会，分析师看到的更多的是汽车行业增长的风险。 ...","content":"<html><body><div>\n<p>　　在一众“后辈”新能源车企的围攻下，已经118岁高龄的<a href=\"https://laohu8.com/S/F\">福特汽车</a>着实担得起“老当益壮”这四个字。</p><p>　　在周四隔夜交易中，福特汽车一度跳涨5.7%至25.87美元，创下20多年新高，也使其市值史上首次突破1000亿美元。随后涨幅收窄至2.3%，收报25美元，也使其市值定格在999.9亿美元，但其股价一年累计涨幅也已高达160%。</p><p contenteditable=\"false\" loaded=\"success-image\"><img border=\"0\" src=\"http://u.thsi.cn/imgsrc/input/1b0cbe7d9662a18fe45fa511e2864ada.png\"/></p><p>　　推动福特股价的动力是其正在加快向新能源转型的步伐，尤其是推出了两大传统畅销车型野马和F-150皮卡的电动版――野马Mach-E以及闪电皮卡。</p><p>　　虽然离新能源车龙头<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的1万亿美元市值还有很大差距，但福特的成绩已经超过了同为老牌车企的<a href=\"https://laohu8.com/S/GM\">通用汽车</a>(市值约900亿美元)，以及此前一度被称为“特斯拉杀手”的造车新星Rivian(市值约720亿美元)。</p><p>　　值得一提的是，此次福特市值破千亿美元，也使其得以进入一个稀有的公司群体：市值超过1000亿美元，且低于营收，即市销率(PSR)不到1――因为福特的营收早在30年前就超过了1000亿美元。在这个“俱乐部”中，其他成员还包括美国最大药品零售店西维斯健康(CVS Health)，以及全球最大的商品零售巨头<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>。</p><p>　　而通常情况下，一个公司的市销率越低，意味着该公司的投资价值越大。</p><p>　　相比之下，市值超1000亿美元公司的市值平均下来是其营收的7倍，尤其以<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>为首――该公司的市值是其去年营收的27倍；如果以Rivian为例，则这个数字更为夸张：该公司到目前营收只有大约100万美元，但其估值已经高达750亿美元。</p><p>　　不过并不是所有华尔街分析师都完全看好福特能够成功转型。</p><p>　　比如<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Adam Jonas就同样于周四发布了一份报告，称“福特讲的故事对市场吸引力让我们感到惊讶”。在他看来，福特管理层做出了战略调整，带来了新的评级，股价走势也令人印象深刻，但是与此同时，福特乃至整个汽车行业所面临的风险正在以比机会更快的速度上升。</p><p>　　在最近一份调查中，22位分析师给福特的平均目标价为21.8美元，而摩根士丹利更为福特给出了12美元的目标价。</p><p>　　相关阅读&gt;&gt;&gt;美股挖掘机|2021最牛汽车股：“老骥”福特 志在千里</p>\n<p><strong>关注<a href=\"https://laohu8.com/S/300033\">同花顺</a>财经（ths518），获取更多机会</strong></p>\n<span></span>\n</div></body></html>","source":"tonghuashun","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>乘新能源东风 福特老当益壮：市值首破千亿美元 股价创20年新高</title>\n<style 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href=\"http://stock.10jqka.com.cn/usstock/20220114/c635991666.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c98d33d3369990730a901b19fedfe1d4","relate_stocks":{"159875":"新能源","160640":"新能源","399941":"新能源","F":"福特汽车","BK4555":"新能源车","000941.SH":"新能源","BK4099":"汽车制造商"},"source_url":"http://stock.10jqka.com.cn/usstock/20220114/c635991666.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/f0343184bd9b9c963ed02b302442e2b8","article_id":"2203979449","content_text":"在一众“后辈”新能源车企的围攻下，已经118岁高龄的福特汽车着实担得起“老当益壮”这四个字。　　在周四隔夜交易中，福特汽车一度跳涨5.7%至25.87美元，创下20多年新高，也使其市值史上首次突破1000亿美元。随后涨幅收窄至2.3%，收报25美元，也使其市值定格在999.9亿美元，但其股价一年累计涨幅也已高达160%。　　推动福特股价的动力是其正在加快向新能源转型的步伐，尤其是推出了两大传统畅销车型野马和F-150皮卡的电动版――野马Mach-E以及闪电皮卡。　　虽然离新能源车龙头特斯拉的1万亿美元市值还有很大差距，但福特的成绩已经超过了同为老牌车企的通用汽车(市值约900亿美元)，以及此前一度被称为“特斯拉杀手”的造车新星Rivian(市值约720亿美元)。　　值得一提的是，此次福特市值破千亿美元，也使其得以进入一个稀有的公司群体：市值超过1000亿美元，且低于营收，即市销率(PSR)不到1――因为福特的营收早在30年前就超过了1000亿美元。在这个“俱乐部”中，其他成员还包括美国最大药品零售店西维斯健康(CVS Health)，以及全球最大的商品零售巨头沃尔玛。　　而通常情况下，一个公司的市销率越低，意味着该公司的投资价值越大。　　相比之下，市值超1000亿美元公司的市值平均下来是其营收的7倍，尤其以英伟达为首――该公司的市值是其去年营收的27倍；如果以Rivian为例，则这个数字更为夸张：该公司到目前营收只有大约100万美元，但其估值已经高达750亿美元。　　不过并不是所有华尔街分析师都完全看好福特能够成功转型。　　比如摩根士丹利分析师Adam Jonas就同样于周四发布了一份报告，称“福特讲的故事对市场吸引力让我们感到惊讶”。在他看来，福特管理层做出了战略调整，带来了新的评级，股价走势也令人印象深刻，但是与此同时，福特乃至整个汽车行业所面临的风险正在以比机会更快的速度上升。　　在最近一份调查中，22位分析师给福特的平均目标价为21.8美元，而摩根士丹利更为福特给出了12美元的目标价。　　相关阅读>>>美股挖掘机|2021最牛汽车股：“老骥”福特 志在千里\n关注同花顺财经（ths518），获取更多机会","news_type":1,"symbols_score_info":{"159875":1,"160640":1,"399941":1,"000941.SH":1,"F":1}},"isVote":1,"tweetType":1,"viewCount":2561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607690055,"gmtCreate":1639530169644,"gmtModify":1639530169644,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"木头姐已经成了笑话，还通缩？","listText":"木头姐已经成了笑话，还通缩？","text":"木头姐已经成了笑话，还通缩？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607690055","repostId":"2191957382","repostType":2,"repost":{"id":"2191957382","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1639527104,"share":"https://ttm.financial/m/news/2191957382?lang=&edition=full","pubTime":"2021-12-15 08:11","market":"fut","language":"zh","title":"美国女股神Cathie Wood仍认为未来一年最大风险是通缩，而非通胀","url":"https://stock-news.laohu8.com/highlight/detail?id=2191957382","media":"Reuters","summary":"路透纽约12月14日 - Ark Invest明星选股人Cathie Wood在周二的网络研讨会上再次警告说，未来一年金融市场和经济面临的最大风险通缩，而不是通胀。受累于对物价上涨的担忧和升息预期，Wood麾下规模161亿美元的旗舰基金ARK Innovation Fund  今年受创。该基金曾是2020年表现最好的美国股票基金。同时Wood指出，她预计未来一年的美国经济增长将低于许多经济学家的预期，这促使人们重新转向那种无论经济情况如何都能增长的创新公司。","content":"<html><body><p>路透纽约12月14日 - Ark Invest明星选股人Cathie Wood在周二的网络研讨会上再次警告说，未来一年金融市场和经济面临的最大风险通缩，而不是通胀。</p><p>   受累于对物价上涨的担忧和升息预期，Wood麾下规模161亿美元的旗舰基金ARK Innovation Fund  今年受创。该基金今年迄今下跌24%，尽管同期标普500指数上涨24%。该基金曾是2020年表现最好的美国股票基金。</p><p>   “我们感觉，我们正经历Ark之前大规模押注<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>  和比特币时一样的反对声音，这两者后来都大涨1,000%以上，”Wood表示，尽管今年股票投资出现亏损，但“我们对自己的战略信心增强”。</p><p>   Wood认为，从居家趋势中获利的公司属于创新范畴，包括特斯拉和生物技术股。Wood说，创新股的论据包括来自债券市场的迹象，即通胀预期正在放缓，以及大宗商品价格普遍下跌。</p><p>   同时Wood指出，她预计未来一年的美国经济增长将低于许多经济学家的预期，这促使人们重新转向那种无论经济情况如何都能增长的创新公司。(完)    </p><p>   ****如欲参考原文报导，请点选 即可撷取浏览****</p><p> (编译 杜明霞；审校 张荻)</p><p>((mingxia.du@thomsonreuters.com; 86-10-56692070;))</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>美国女股神Cathie Wood仍认为未来一年最大风险是通缩，而非通胀</title>\n<style 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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美国女股神Cathie Wood仍认为未来一年最大风险是通缩，而非通胀\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-12-15 08:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>路透纽约12月14日 - Ark Invest明星选股人Cathie Wood在周二的网络研讨会上再次警告说，未来一年金融市场和经济面临的最大风险通缩，而不是通胀。</p><p>   受累于对物价上涨的担忧和升息预期，Wood麾下规模161亿美元的旗舰基金ARK Innovation Fund  今年受创。该基金今年迄今下跌24%，尽管同期标普500指数上涨24%。该基金曾是2020年表现最好的美国股票基金。</p><p>   “我们感觉，我们正经历Ark之前大规模押注<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>  和比特币时一样的反对声音，这两者后来都大涨1,000%以上，”Wood表示，尽管今年股票投资出现亏损，但“我们对自己的战略信心增强”。</p><p>   Wood认为，从居家趋势中获利的公司属于创新范畴，包括特斯拉和生物技术股。Wood说，创新股的论据包括来自债券市场的迹象，即通胀预期正在放缓，以及大宗商品价格普遍下跌。</p><p>   同时Wood指出，她预计未来一年的美国经济增长将低于许多经济学家的预期，这促使人们重新转向那种无论经济情况如何都能增长的创新公司。(完)    </p><p>   ****如欲参考原文报导，请点选 即可撷取浏览****</p><p> (编译 杜明霞；审校 张荻)</p><p>((mingxia.du@thomsonreuters.com; 86-10-56692070;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0dd1549a90968778a7afdc56cd660b1b","relate_stocks":{"ZM":"Zoom","TDOC":"Teladoc Health Inc."},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2191957382","content_text":"路透纽约12月14日 - Ark Invest明星选股人Cathie Wood在周二的网络研讨会上再次警告说，未来一年金融市场和经济面临的最大风险通缩，而不是通胀。   受累于对物价上涨的担忧和升息预期，Wood麾下规模161亿美元的旗舰基金ARK Innovation Fund  今年受创。该基金今年迄今下跌24%，尽管同期标普500指数上涨24%。该基金曾是2020年表现最好的美国股票基金。   “我们感觉，我们正经历Ark之前大规模押注特斯拉  和比特币时一样的反对声音，这两者后来都大涨1,000%以上，”Wood表示，尽管今年股票投资出现亏损，但“我们对自己的战略信心增强”。   Wood认为，从居家趋势中获利的公司属于创新范畴，包括特斯拉和生物技术股。Wood说，创新股的论据包括来自债券市场的迹象，即通胀预期正在放缓，以及大宗商品价格普遍下跌。   同时Wood指出，她预计未来一年的美国经济增长将低于许多经济学家的预期，这促使人们重新转向那种无论经济情况如何都能增长的创新公司。(完)       ****如欲参考原文报导，请点选 即可撷取浏览**** (编译 杜明霞；审校 张荻)((mingxia.du@thomsonreuters.com; 86-10-56692070;))","news_type":1,"symbols_score_info":{"ARKIU":1,"TDOC":0.9,"ZM":0.9}},"isVote":1,"tweetType":1,"viewCount":3236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607030202,"gmtCreate":1639454002762,"gmtModify":1639454002762,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"木头姐的操作 是最佳反向指标","listText":"木头姐的操作 是最佳反向指标","text":"木头姐的操作 是最佳反向指标","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607030202","repostId":"2191788938","repostType":2,"repost":{"id":"2191788938","kind":"highlight","weMediaInfo":{"introduction":"凤凰网港股","home_visible":1,"media_name":"凤凰网港股","id":"1039806269","head_image":"https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817"},"pubTimestamp":1639451412,"share":"https://ttm.financial/m/news/2191788938?lang=&edition=full","pubTime":"2021-12-14 11:10","market":"hk","language":"zh","title":"传ARK基金减持辉瑞(PFE)及亚马逊(AMZN)等股","url":"https://stock-news.laohu8.com/highlight/detail?id=2191788938","media":"凤凰网港股","summary":"凤凰网港股|据悉，“木头姐”凯西·伍德旗下ARK基金减持辉瑞(PFE)、亚马逊(AMZN)、Meta Platforms(FB)，增持UiPath(PATH)、Robinhood(HOOD)、Nu Holdings(NU)。","content":"<html><body><p>凤凰网港股|据悉，“木头姐”凯西·伍德旗下ARK基金减持<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>(PFE)、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN)、<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>(FB)，增持<a href=\"https://laohu8.com/S/PATH\">UiPath</a>(PATH)、Robinhood(HOOD)、Nu Holdings(NU)。</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ARK基金减持辉瑞(PFE)及亚马逊(AMZN)等股</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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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n传ARK基金减持辉瑞(PFE)及亚马逊(AMZN)等股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039806269\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2021-12-14 11:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>凤凰网港股|据悉，“木头姐”凯西·伍德旗下ARK基金减持<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>(PFE)、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN)、<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>(FB)，增持<a href=\"https://laohu8.com/S/PATH\">UiPath</a>(PATH)、Robinhood(HOOD)、Nu Holdings(NU)。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/51edcbed4cc4bf7f4b7ca9a4a8cb859d","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4122":"互联网与直销零售","BK4544":"ARK ETF合集","BK4566":"资本集团","ARKK":"ARK Innovation ETF","BK4535":"淡马锡持仓","BK4538":"云计算","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","BK4568":"美国抗疫概念","PFE":"辉瑞","BK4548":"巴美列捷福持仓","BK4507":"流媒体概念","AMZN":"亚马逊","BK4551":"寇图资本持仓","BK4007":"制药","BK4561":"索罗斯持仓","BK4524":"宅经济概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4527":"明星科技股"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=ec736e00794bd6669a8bd7fee4956b01","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2191788938","content_text":"凤凰网港股|据悉，“木头姐”凯西·伍德旗下ARK基金减持辉瑞(PFE)、亚马逊(AMZN)、Meta Platforms(FB)，增持UiPath(PATH)、Robinhood(HOOD)、Nu Holdings(NU)。","news_type":1,"symbols_score_info":{"AMZN":1,"ARKK":1,"PFE":1}},"isVote":1,"tweetType":1,"viewCount":1959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605100876,"gmtCreate":1639124034011,"gmtModify":1639124034011,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"贾骗子也要穷途末路了","listText":"贾骗子也要穷途末路了","text":"贾骗子也要穷途末路了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605100876","repostId":"2190400476","repostType":4,"isVote":1,"tweetType":1,"viewCount":3033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871429743,"gmtCreate":1637107136414,"gmtModify":1637107136414,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"直接加个零卖给下家，这些股票真是吓死我了","listText":"直接加个零卖给下家，这些股票真是吓死我了","text":"直接加个零卖给下家，这些股票真是吓死我了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871429743","repostId":"1125979652","repostType":4,"repost":{"id":"1125979652","kind":"news","weMediaInfo":{"introduction":"全球第五大财经门户网站Investing.com中国官方微信，提供全球各国海量金融资讯和实时行情数据，包括股票股指、外汇、期货、基金、债券、加密货币等。关注全球金融市场动态的投资者千万不可错过。","home_visible":1,"media_name":"英为财情Investing","id":"92","head_image":"https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313"},"pubTimestamp":1637058775,"share":"https://ttm.financial/m/news/1125979652?lang=&edition=full","pubTime":"2021-11-16 18:32","market":"us","language":"zh","title":"千亿市值不是梦，Lucid上升潜力巨大","url":"https://stock-news.laohu8.com/highlight/detail?id=1125979652","media":"英为财情Investing","summary":"一直被视为特斯拉最主要竞争对手之一的Lucid Group (NASDAQ:LCID)在美东时间11月15日（周一）美股盘后公布了三季度业绩报告。\n财报亮点颇多\n财报显示，第三季度营收为23.2万美元","content":"<p>一直被视为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>最主要竞争对手之一的Lucid Group (NASDAQ:LCID)在美东时间11月15日（周一）美股盘后公布了三季度业绩报告。</p>\n<p><b>财报亮点颇多</b></p>\n<p>财报显示，第三季度营收为23.2万美元，低于市场普遍预期的125万美元，也低于去年同期的33.4万美元，同比下降31%;净亏损5.24亿美元，上年同期为1.61亿美元，同比扩大225%;摊薄后每股亏损0.43美元，上年同期为6.64美元。此外，该公司目前的现金余额为 48 亿美元。</p>\n<p>虽然财报并不亮眼，但是好消息是Lucid刚刚发布的电动汽车Air已经获得了超过1.7万份订单，预计订单金额超过13亿美元。值得一提的是上个月的订单量就超过 13,000 台，表明其订单增长迅速。该公司预计明年将生产2万辆汽车。</p>\n<p>巨额现金、订单增长和未来产量令人浮想联翩，财报公布后，在11月15日的尾盘交易中，Lucid股价上涨4%。</p>\n<p><img src=\"https://static.tigerbbs.com/cd5a25063a413be165056ef7e7ea3dcb\" tg-width=\"1080\" tg-height=\"462\" referrerpolicy=\"no-referrer\">Lucid走势图，来源：Investing.com</p>\n<p><b>产品本身是关键</b></p>\n<p>抛开资本、运营、产能等问题，一个汽车公司最大核心是其所制造的汽车本身。特斯拉和<a href=\"https://laohu8.com/S/002594\">比亚迪</a>等新能源车商之所以能有如此高的成就，离不开其过硬的产品实力。</p>\n<p>Lucid的核心竞争力在于一定程度上解决了“续航焦虑”，单次充电最远可行驶520英里（EPA认证续航里程，约837公里），是美国市场上销售的电动汽车中续航最长的车型，它原本对标的特斯拉超长续航车型Model S Plaid+生产早已取消。</p>\n<p>在最近的MotorTrend年度最佳汽车奖评中，Lucid Air击败一众对手，荣获“年度汽车”奖。Lucid Air在效率、价值、设计先进性、工程卓越性、安全性和预期功能的性能六项关键标准中表现出色，击败了包括奔驰EQS和保时捷Taycan等24名竞争对手。</p>\n<p>不过Lucid Air是一款新车，产品质量还需市场进一步检验。</p>\n<p>目前Lucid Air的售价为16.9万美元（约合104万人民币左右），即使未来较低配置的车型也要13.9万美元，这个价格比特斯拉最顶配的轿跑车型Model S Plaid的售价12.3740美元，还要贵上不少。</p>\n<p>消费者是否会为了购买一台新上市的电动车而付出如此高昂的价格呢？</p>\n<p><b>产能稳固提高</b></p>\n<p>Lucid位于亚利桑那州卡萨格兰德的先进制造工厂(AMP-1)已投入运营，年产量可达3.4万辆。预计到 2023年底，产能将达到每年9万辆。第二阶段的扩建预计将增加285万平方英尺的生产面积，并将进一步垂直整合生产流程。</p>\n<p>展望未来，Lucid 首席执行官Peter Rawlinson表示看到市场对Lucid Air的巨大需求，随着亚利桑那州工厂的生产规模扩大，预订量也在加快增长。公司仍有望在2022年实现生产2万辆汽车的目标。但是他也承认，全球供应链的持续中断可能会带来风险，该公司正在采取措施来降低这一风险。</p>\n<p>产能的提高对于车企来说至关重要，规模化意味着成本将会下降，也意味着更大的定价空间。就像特斯拉一样，在规模扩大之后，随着成本下降，特斯拉也在不断地下调其电动车的售价。</p>\n<p><b>升值潜力大</b></p>\n<p>Lucid目前市值约为726亿美元，比同为造车新势力的<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车 (NYSE:NIO)406亿美元和<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a> (NYSE:XPEV)303亿美元高很多，但是比第一梯队特斯拉 (NASDAQ:TSLA)1万亿美元和比亚迪 (SZ:002594)1360亿美元还是差上不少。</p>\n<p>不过值得一提的是，一辆车都还没有卖刚上市四天估值就已经达到1300亿美元，仅次于比亚迪的Rivian(NASDAQ:RIVN)，已经成为全球市值第五的汽车制造商，要知道特斯拉当初上市市值也只有20亿美元。</p>\n<p>Rivian和Lucid一个主打电动SUV和皮卡，一个主打电动轿车，但是不论从哪个角度来看Lucid都不比Rivian要差，甚至很多方面都要强于Rivian。不能仅仅是因为其背靠<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和福特市值就可以比Lucid高出将近一倍。若以Rivian为标准的话，Lucid显然是被低估了，而且上升潜力也更大。</p>","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>千亿市值不是梦，Lucid上升潜力巨大</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{ 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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千亿市值不是梦，Lucid上升潜力巨大\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/92\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">英为财情Investing </p>\n<p class=\"h-time\">2021-11-16 18:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>一直被视为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>最主要竞争对手之一的Lucid Group (NASDAQ:LCID)在美东时间11月15日（周一）美股盘后公布了三季度业绩报告。</p>\n<p><b>财报亮点颇多</b></p>\n<p>财报显示，第三季度营收为23.2万美元，低于市场普遍预期的125万美元，也低于去年同期的33.4万美元，同比下降31%;净亏损5.24亿美元，上年同期为1.61亿美元，同比扩大225%;摊薄后每股亏损0.43美元，上年同期为6.64美元。此外，该公司目前的现金余额为 48 亿美元。</p>\n<p>虽然财报并不亮眼，但是好消息是Lucid刚刚发布的电动汽车Air已经获得了超过1.7万份订单，预计订单金额超过13亿美元。值得一提的是上个月的订单量就超过 13,000 台，表明其订单增长迅速。该公司预计明年将生产2万辆汽车。</p>\n<p>巨额现金、订单增长和未来产量令人浮想联翩，财报公布后，在11月15日的尾盘交易中，Lucid股价上涨4%。</p>\n<p><img src=\"https://static.tigerbbs.com/cd5a25063a413be165056ef7e7ea3dcb\" tg-width=\"1080\" tg-height=\"462\" referrerpolicy=\"no-referrer\">Lucid走势图，来源：Investing.com</p>\n<p><b>产品本身是关键</b></p>\n<p>抛开资本、运营、产能等问题，一个汽车公司最大核心是其所制造的汽车本身。特斯拉和<a href=\"https://laohu8.com/S/002594\">比亚迪</a>等新能源车商之所以能有如此高的成就，离不开其过硬的产品实力。</p>\n<p>Lucid的核心竞争力在于一定程度上解决了“续航焦虑”，单次充电最远可行驶520英里（EPA认证续航里程，约837公里），是美国市场上销售的电动汽车中续航最长的车型，它原本对标的特斯拉超长续航车型Model S Plaid+生产早已取消。</p>\n<p>在最近的MotorTrend年度最佳汽车奖评中，Lucid Air击败一众对手，荣获“年度汽车”奖。Lucid Air在效率、价值、设计先进性、工程卓越性、安全性和预期功能的性能六项关键标准中表现出色，击败了包括奔驰EQS和保时捷Taycan等24名竞争对手。</p>\n<p>不过Lucid Air是一款新车，产品质量还需市场进一步检验。</p>\n<p>目前Lucid Air的售价为16.9万美元（约合104万人民币左右），即使未来较低配置的车型也要13.9万美元，这个价格比特斯拉最顶配的轿跑车型Model S Plaid的售价12.3740美元，还要贵上不少。</p>\n<p>消费者是否会为了购买一台新上市的电动车而付出如此高昂的价格呢？</p>\n<p><b>产能稳固提高</b></p>\n<p>Lucid位于亚利桑那州卡萨格兰德的先进制造工厂(AMP-1)已投入运营，年产量可达3.4万辆。预计到 2023年底，产能将达到每年9万辆。第二阶段的扩建预计将增加285万平方英尺的生产面积，并将进一步垂直整合生产流程。</p>\n<p>展望未来，Lucid 首席执行官Peter Rawlinson表示看到市场对Lucid Air的巨大需求，随着亚利桑那州工厂的生产规模扩大，预订量也在加快增长。公司仍有望在2022年实现生产2万辆汽车的目标。但是他也承认，全球供应链的持续中断可能会带来风险，该公司正在采取措施来降低这一风险。</p>\n<p>产能的提高对于车企来说至关重要，规模化意味着成本将会下降，也意味着更大的定价空间。就像特斯拉一样，在规模扩大之后，随着成本下降，特斯拉也在不断地下调其电动车的售价。</p>\n<p><b>升值潜力大</b></p>\n<p>Lucid目前市值约为726亿美元，比同为造车新势力的<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车 (NYSE:NIO)406亿美元和<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a> (NYSE:XPEV)303亿美元高很多，但是比第一梯队特斯拉 (NASDAQ:TSLA)1万亿美元和比亚迪 (SZ:002594)1360亿美元还是差上不少。</p>\n<p>不过值得一提的是，一辆车都还没有卖刚上市四天估值就已经达到1300亿美元，仅次于比亚迪的Rivian(NASDAQ:RIVN)，已经成为全球市值第五的汽车制造商，要知道特斯拉当初上市市值也只有20亿美元。</p>\n<p>Rivian和Lucid一个主打电动SUV和皮卡，一个主打电动轿车，但是不论从哪个角度来看Lucid都不比Rivian要差，甚至很多方面都要强于Rivian。不能仅仅是因为其背靠<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和福特市值就可以比Lucid高出将近一倍。若以Rivian为标准的话，Lucid显然是被低估了，而且上升潜力也更大。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feab65090845d7956ac1858c7f62d5db","relate_stocks":{"LCID":"Lucid Group Inc"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125979652","content_text":"一直被视为特斯拉最主要竞争对手之一的Lucid Group (NASDAQ:LCID)在美东时间11月15日（周一）美股盘后公布了三季度业绩报告。\n财报亮点颇多\n财报显示，第三季度营收为23.2万美元，低于市场普遍预期的125万美元，也低于去年同期的33.4万美元，同比下降31%;净亏损5.24亿美元，上年同期为1.61亿美元，同比扩大225%;摊薄后每股亏损0.43美元，上年同期为6.64美元。此外，该公司目前的现金余额为 48 亿美元。\n虽然财报并不亮眼，但是好消息是Lucid刚刚发布的电动汽车Air已经获得了超过1.7万份订单，预计订单金额超过13亿美元。值得一提的是上个月的订单量就超过 13,000 台，表明其订单增长迅速。该公司预计明年将生产2万辆汽车。\n巨额现金、订单增长和未来产量令人浮想联翩，财报公布后，在11月15日的尾盘交易中，Lucid股价上涨4%。\nLucid走势图，来源：Investing.com\n产品本身是关键\n抛开资本、运营、产能等问题，一个汽车公司最大核心是其所制造的汽车本身。特斯拉和比亚迪等新能源车商之所以能有如此高的成就，离不开其过硬的产品实力。\nLucid的核心竞争力在于一定程度上解决了“续航焦虑”，单次充电最远可行驶520英里（EPA认证续航里程，约837公里），是美国市场上销售的电动汽车中续航最长的车型，它原本对标的特斯拉超长续航车型Model S Plaid+生产早已取消。\n在最近的MotorTrend年度最佳汽车奖评中，Lucid Air击败一众对手，荣获“年度汽车”奖。Lucid Air在效率、价值、设计先进性、工程卓越性、安全性和预期功能的性能六项关键标准中表现出色，击败了包括奔驰EQS和保时捷Taycan等24名竞争对手。\n不过Lucid Air是一款新车，产品质量还需市场进一步检验。\n目前Lucid Air的售价为16.9万美元（约合104万人民币左右），即使未来较低配置的车型也要13.9万美元，这个价格比特斯拉最顶配的轿跑车型Model S Plaid的售价12.3740美元，还要贵上不少。\n消费者是否会为了购买一台新上市的电动车而付出如此高昂的价格呢？\n产能稳固提高\nLucid位于亚利桑那州卡萨格兰德的先进制造工厂(AMP-1)已投入运营，年产量可达3.4万辆。预计到 2023年底，产能将达到每年9万辆。第二阶段的扩建预计将增加285万平方英尺的生产面积，并将进一步垂直整合生产流程。\n展望未来，Lucid 首席执行官Peter Rawlinson表示看到市场对Lucid Air的巨大需求，随着亚利桑那州工厂的生产规模扩大，预订量也在加快增长。公司仍有望在2022年实现生产2万辆汽车的目标。但是他也承认，全球供应链的持续中断可能会带来风险，该公司正在采取措施来降低这一风险。\n产能的提高对于车企来说至关重要，规模化意味着成本将会下降，也意味着更大的定价空间。就像特斯拉一样，在规模扩大之后，随着成本下降，特斯拉也在不断地下调其电动车的售价。\n升值潜力大\nLucid目前市值约为726亿美元，比同为造车新势力的蔚来汽车 (NYSE:NIO)406亿美元和小鹏汽车 (NYSE:XPEV)303亿美元高很多，但是比第一梯队特斯拉 (NASDAQ:TSLA)1万亿美元和比亚迪 (SZ:002594)1360亿美元还是差上不少。\n不过值得一提的是，一辆车都还没有卖刚上市四天估值就已经达到1300亿美元，仅次于比亚迪的Rivian(NASDAQ:RIVN)，已经成为全球市值第五的汽车制造商，要知道特斯拉当初上市市值也只有20亿美元。\nRivian和Lucid一个主打电动SUV和皮卡，一个主打电动轿车，但是不论从哪个角度来看Lucid都不比Rivian要差，甚至很多方面都要强于Rivian。不能仅仅是因为其背靠亚马逊和福特市值就可以比Lucid高出将近一倍。若以Rivian为标准的话，Lucid显然是被低估了，而且上升潜力也更大。","news_type":1,"symbols_score_info":{"LCID":0.9}},"isVote":1,"tweetType":1,"viewCount":2266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866999903,"gmtCreate":1632718286202,"gmtModify":1632718506955,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"坐看看空美光的被打脸","listText":"坐看看空美光的被打脸","text":"坐看看空美光的被打脸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866999903","repostId":"2170645634","repostType":4,"repost":{"id":"2170645634","kind":"highlight","pubTimestamp":1632713105,"share":"https://ttm.financial/m/news/2170645634?lang=&edition=full","pubTime":"2021-09-27 11:25","market":"us","language":"zh","title":"尽管芯片需求强劲，分析师预计美光科技Q4业绩难超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2170645634","media":"新浪财经","summary":"　　美光科技将于9月28日公布2021年第四季度财报。Zacks预期其Q4调整后每股收益为 2.31 美元，同比增长113.9%；预计营收为81.9 亿美元，同比增长35.3%。　　该公司在过去四个季度的收益都超过了Zacks的共识估计，平均较预期高出7.7%。　　在家工作和学习的情况刺激了个人电脑制造商和数据中心运营商对芯片的大量需求，预计这将推动美光科技第四季度业绩。　　Zacks予美光科技的评级为4（卖出），根据模型，美光本季度的收益可能不会超过预期。","content":"<p><a href=\"https://laohu8.com/S/MU\">美光科技</a>（MU.US）将于9月28日公布2021年第四季度财报。 Zacks预期其Q4调整后每股收益为 2.31 美元，同比增长113.9%；预计营收为81.9 亿美元，同比增长35.3%。</p>\n<p>该公司在过去四个季度的收益都超过了Zacks的共识估计，平均较预期高出7.7%。</p>\n<p><img src=\"https://static.tigerbbs.com/893e998d1767599e575186603826c2d7\" tg-width=\"578\" tg-height=\"315\" referrerpolicy=\"no-referrer\"></p>\n<p>需要考虑的因素</p>\n<p>在家工作和学习的情况刺激了个人电脑制造商和数据中心运营商对芯片的大量需求，预计这将推动美光科技第四季度业绩。</p>\n<p>疫情期间的远程工作和在线学习趋势也促进了对云存储的需求。 此外，封锁促进了全球在线和电子商务服务的使用，迫使数据中心运营商增加容量，以适应云服务的需求激增。 这些因素都可能提高美光在本季度的营收。</p>\n<p>预计第四季度的云计算、图形、个人电脑和笔记本电脑、5G和汽车市场的DRAM Bit出货量稳步上升。</p>\n<p>不过，利润率较低的 NAND产品的占比上升，加上内存价格较低且制造成本难以下降，预计将使利润率吃紧。</p>\n<p>此外，更高的预审费用和人工费用可能对美光公司第四季度的业绩产生负面影响。 在第二季度的财报电话会议上，该公司指出，由于预审费用和人工费用的增加，预计2021财年下半年的运营费用将增加。</p>\n<p>另外，由于恢复加薪，预计第四季度的运营费用将大幅增加。 这可能会损害季度利润率和盈利能力。</p>\n<p>Zacks予美光科技的评级为4（卖出），根据模型，美光本季度的收益可能不会超过预期。</p>","source":"sina_us","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>尽管芯片需求强劲，分析师预计美光科技Q4业绩难超预期</title>\n<style 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}\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尽管芯片需求强劲，分析师预计美光科技Q4业绩难超预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-27 11:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-09-27/doc-iktzscyx6559050.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美光科技（MU.US）将于9月28日公布2021年第四季度财报。 Zacks预期其Q4调整后每股收益为 2.31 美元，同比增长113.9%；预计营收为81.9 亿美元，同比增长35.3%。\n该公司在过去四个季度的收益都超过了Zacks的共识估计，平均较预期高出7.7%。\n\n需要考虑的因素\n在家工作和学习的情况刺激了个人电脑制造商和数据中心运营商对芯片的大量需求，预计这将推动美光科技第四季度业绩。...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-09-27/doc-iktzscyx6559050.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8b81c0c0111c68e734ad1f1bf2673e76","relate_stocks":{"159813":"芯片","MU":"美光科技"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-09-27/doc-iktzscyx6559050.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2170645634","content_text":"美光科技（MU.US）将于9月28日公布2021年第四季度财报。 Zacks预期其Q4调整后每股收益为 2.31 美元，同比增长113.9%；预计营收为81.9 亿美元，同比增长35.3%。\n该公司在过去四个季度的收益都超过了Zacks的共识估计，平均较预期高出7.7%。\n\n需要考虑的因素\n在家工作和学习的情况刺激了个人电脑制造商和数据中心运营商对芯片的大量需求，预计这将推动美光科技第四季度业绩。\n疫情期间的远程工作和在线学习趋势也促进了对云存储的需求。 此外，封锁促进了全球在线和电子商务服务的使用，迫使数据中心运营商增加容量，以适应云服务的需求激增。 这些因素都可能提高美光在本季度的营收。\n预计第四季度的云计算、图形、个人电脑和笔记本电脑、5G和汽车市场的DRAM Bit出货量稳步上升。\n不过，利润率较低的 NAND产品的占比上升，加上内存价格较低且制造成本难以下降，预计将使利润率吃紧。\n此外，更高的预审费用和人工费用可能对美光公司第四季度的业绩产生负面影响。 在第二季度的财报电话会议上，该公司指出，由于预审费用和人工费用的增加，预计2021财年下半年的运营费用将增加。\n另外，由于恢复加薪，预计第四季度的运营费用将大幅增加。 这可能会损害季度利润率和盈利能力。\nZacks予美光科技的评级为4（卖出），根据模型，美光本季度的收益可能不会超过预期。","news_type":1,"symbols_score_info":{"159813":0.9,"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":3314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":888688797,"gmtCreate":1631493521719,"gmtModify":1631493521719,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"有没有人像我这样，对这些内容完全看不懂，也不知道这些技术和发展到底是为了什么，对社会和进步是什么用的？","listText":"有没有人像我这样，对这些内容完全看不懂，也不知道这些技术和发展到底是为了什么，对社会和进步是什么用的？","text":"有没有人像我这样，对这些内容完全看不懂，也不知道这些技术和发展到底是为了什么，对社会和进步是什么用的？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888688797","repostId":"1132461050","repostType":4,"isVote":1,"tweetType":1,"viewCount":3012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":817506645,"gmtCreate":1630973125687,"gmtModify":1630973125687,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"厌恶wood， 天天鼓吹不靠谱泡沐","listText":"厌恶wood， 天天鼓吹不靠谱泡沐","text":"厌恶wood， 天天鼓吹不靠谱泡沐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/817506645","repostId":"1101678797","repostType":4,"isVote":1,"tweetType":1,"viewCount":3047,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":839766262,"gmtCreate":1629182819256,"gmtModify":1629182819256,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"好内容，摩根斯坦利分析师内容我第一眼就觉得不可思议， 完全不符合常识","listText":"好内容，摩根斯坦利分析师内容我第一眼就觉得不可思议， 完全不符合常识","text":"好内容，摩根斯坦利分析师内容我第一眼就觉得不可思议， 完全不符合常识","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/839766262","repostId":"1162723925","repostType":2,"repost":{"id":"1162723925","kind":"news","pubTimestamp":1629170609,"share":"https://ttm.financial/m/news/1162723925?lang=&edition=full","pubTime":"2021-08-17 11:23","market":"us","language":"en","title":"Micron Technology: Winter May Be Coming, But Not This Year... Nor The Next","url":"https://stock-news.laohu8.com/highlight/detail?id=1162723925","media":"seekingalpha","summary":"Summary\n\nThe Morgan Stanley downgrade of Memory chips was based on PC DRAM ASPs that represent just ","content":"<p><b>Summary</b></p>\n<ul>\n <li>The Morgan Stanley downgrade of Memory chips was based on PC DRAM ASPs that represent just 15% of the total DRAM demand.</li>\n <li>The report addressed dropping PC sales, but failed to recognize that DRAM content per PC is increasing each year.</li>\n <li>The report focuses on DRAM spot prices, instead of contract prices that make up 90% of supplier ASPs.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72f0a26068ce9a56688977e5a0dd9578\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>borisyankov/E+ via Getty Images</span></p>\n<p>Morgan Stanley analysts downgraded Micron(NASDAQ:MU)to equal weight from overweight, in their industry report titled, “Memory - Winter Is Coming.\" MS cautioned of a coming cool down in the DRAM memory business that could lead to lower DRAM prices.</p>\n<p>Morgan Stanley noted that</p>\n<blockquote>\n “DRAM conditions are losing steam, and our inflection signposts suggest caution from here there’s been a change from mid-cycle to late cycle, and that this phase-change has historically meant a challenging backdrop for forward returns.”\n</blockquote>\n<p>Micron Technology’sstock had its worst single-day percentage decline since March 16, 2020, when it fell 19.8%. MU's stock price for the past year is shown in Chart 1, illustrating the sell-off in the past few days coupled with a drop of more than 25% since reaching a high on April 12, 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/ea0b20556a40eb39c18b7aa1ed295e1c\" tg-width=\"634\" tg-height=\"416\" referrerpolicy=\"no-referrer\"></p>\n<p>Chart 1</p>\n<p>This article presents data that refutes the underlying case presented by Morgan Stanley that worsening DRAM demand is contributing to an acceleration of the end of the current memory upcycle leading to the start of a down cycle in 1Q 2022.</p>\n<p><b>Morgan Stanley’s Misinterpretation of Data#1 Small Percentage of PC DRAM</b></p>\n<p>The first point is the emphasis by Morgan Stanley on PC DRAM price erosion as a harbinger for the downturn in the DRAM market. Why? Because PCs represent just 15% of the demand for DRAMs,as shown in Chart 2, according to our report entitled “<i>Hot ICs: A Market Analysis of Artificial Intelligence, 5G, CMOS Image Sensors, and Memory Chips.\"</i></p>\n<p><img src=\"https://static.tigerbbs.com/0b40e66f4b73b27303075791c19fe36f\" tg-width=\"640\" tg-height=\"465\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Chart 2</p>\n<p><b>#2 Increased DRAM content per PC</b></p>\n<p>The 15% DRAM demand for PCs is hardly enough to cause a stop in the memory cycle. But that's beside the point. Morgan Stanley overlooks the fact that DRAM content per PC increases each year even if the PC market has slowed.</p>\n<p>Chart 3 shows that PC unit shipments between 2015 and 2023. Indeed, my forecast shows that PCs will decrease in 2022 and 2023, but the decrease is due to a normalization of PC demand following the extraordinary demand for PCs during the work/study/stay-at-home orders associated with the COVID pandemic in 2020 that carried over into 2021.</p>\n<p>Prior to 2020, the PC market was decreasing, and I anticipate a corresponding return normalcy with a decrease of a few percent per year in 2022 and 2023. I estimate that DRAM content per PC will increase from 5.5 GB in 2015 to 14 GB in 2023. That’s an increase of 2.5 times during this period.</p>\n<p><img src=\"https://static.tigerbbs.com/5732cd4948d7209d76ccb4f7628560ab\" tg-width=\"640\" tg-height=\"465\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Chart 3</p>\n<p>Thus, although PC units will decrease, DRAM content will increase during the next two years. But factoring in the increase in DRAM content per PC, we see in Chart 4 a much different growth in DRAMs.</p>\n<p><img src=\"https://static.tigerbbs.com/7c21d24f41f7f77bc00c62ed82b44f62\" tg-width=\"640\" tg-height=\"465\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Chart 4</p>\n<p><b>#3 Spot ASPs are Different than Contract ASPs</b></p>\n<p>Chart 5 shows DRAM data comparison for Spot ASPs vs Contract ASPs. The entire rationale for the TrendForce and Morgan Stanley reports is the drop in spot prices in 2021, and the resultant end of the current memory cycle.</p>\n<p><img src=\"https://static.tigerbbs.com/b5a2774dcaff2d53edd141e0cc1e2d13\" tg-width=\"640\" tg-height=\"346\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Chart 5</p>\n<p>Why they chose the drop in spot prices as the catalyst for the end of the cycle vs. the increase in contract prices as a catalyst for strong memory growth is irrational and illogical.</p>\n<p>Importantly, there's no correlation between PC sales (Chart 3) and prices (Chart 5). In Chart 3, PC sales were at their lowest period (2017 and 2018) while ASPs were at their highest. Thus, there's an inverse relationship between PC sales and ASPs, not a direct relationship that would add credibility to the MS forecast.</p>\n<p><b>#4 Spot ASPs Are a Function of Fear, Uncertainty, and Doubt (FUD Factor)</b></p>\n<p>Also note that Chart 5 shows that spot and contract prices tracked between October 2016 and the end of 2000. A bifurcation in spot vs contract prices then took place in which spot prices escalated and then collapsed, while contract prices continued a strong growth with no abatement.</p>\n<p>This bifurcation is clearly the result of the “semiconductor shortage” in which prices on the spot market have risen as a result of a perceived shortage of memory that has been interpreted as impacting not only automobiles, but every application using chips.</p>\n<p>TrendForce attempted to explain the shortage is due to stockpiling by PC suppliers, and I agree, which I also attributed to the DRAM collapse in 2000.I discussed stockpiling and hoarding as a major factor in 2000 and 2020, in a June 24, 2021 Semiconductor Deep Dive Marketplace newsletter articlehere.</p>\n<p>However, TrendForce’s statement in its press release of downward pressure on price hikes runs counter to the data in Chart 5 that contract prices have continued to increase unabated.</p>\n<blockquote>\n “Regarding the contract market, PC OEMs currently carry relatively high levels of DRAM inventory because they substantially stocked up on PC DRAM beforehand in anticipation of an upcoming shortage. Not only has PC OEMs’ high DRAM inventory put downward pressure on possible price hikes for PC DRAM, but the gradual lifting of COVID-related restrictions in Europe and the US will also likely lower the overall demand for notebook computers, thereby pulling down the overall demand for PC DRAM.”\n</blockquote>\n<p>Spot prices are based on what a buyer is willing to pay for an item with an undercurrent of fear, uncertainty, and doubt. For example, in my June 19, 2021, SA article entitled \"Micron Technology: No Shortage, Strong Growth, Period,\" from a commenter:</p>\n<blockquote>\n \"And, to lend credence to your microcontroller hypothesis, we recently were told that we would not be able to get a $3 micro for one of our existing products. I don't know if it was a direct result of the Renesas fire or not. But when we looked at the spot market we were quoted $81 for that part (that's not a typo). So now we have to re-design that board to use a different part.\"\n</blockquote>\n<p>About 10 years ago, I was an \"expert witness\" in a solar cell litigation case, and the basis of the complaint was the fact that spot silicon prices increased from $35 per metric ton to more than $500 per metric ton in a period of a few weeks because of silicon shortages. Once silicon manufacturers started making more silicon, prices dropped.</p>\n<p>Both these examples illustrate that spot prices have no direct bearing on real (contract) prices, and are often transitory.</p>\n<p>Back to the erroneous thesis that a DRAM cycle will end based on spot prices, I show supportive data in Chart 6 that suggests their data is wrong. This chart shows DRAM ASPs as reported directly from Micron, Samsung Electronics(OTC:SSNLF)and SK Hynix(OTC:HXSCL).</p>\n<p>Comparing Chart 5 and Chart 6, it is clear that data directly from the DRAM suppliers matches the positive contract prices and not spot prices. Readers must remember also that spot prices represent only 10% of the DRAM prices paid by customers. Contract prices represent 90% of actual prices.</p>\n<p><img src=\"https://static.tigerbbs.com/7d56577da5391c86374739262f773c7f\" tg-width=\"640\" tg-height=\"465\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Chart 6</p>\n<p>Chart 7 shows memory ASPs on a three-month moving average from the SIA (Semiconductor Industry Association). Again, comparing Chart 7 with Chart 5, it is clear that the contract prices are the more valid metric.</p>\n<p><img src=\"https://static.tigerbbs.com/be8f41d833e46a0145982559a7e23732\" tg-width=\"640\" tg-height=\"341\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Chart 7</p>\n<p><b>Investor Takeaway</b></p>\n<p>The recent press release from TrendForce and a report a day later by Morgan Stanley is based in data that's irrational and illogical. Their analysis is based on:</p>\n<ul>\n <li>PC DRAM ASPs that represent just 15% of the total DRAM demand.</li>\n <li>A drop in PC sales, which have been in decline and only increased due to the pandemic, but low PC sales correlate with high ASPs (Charts 3 and 5).</li>\n <li>Failure to recognize that DRAM content per PC is increasing each year and that metric shows no abatement in growth.</li>\n <li>DRAM spot prices instead of contract prices, the latter of which correlate with reporting data supplied by DRAM manufacturer.</li>\n</ul>\n<p>Strong demand for memory chips will continue through 2023 as supply is held in check not by shortages but judicious capex spend. The strong demand for memory chips such as 5G, servers, and EVs present a continuing tailwind for Micron Technology.</p>","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>Micron Technology: Winter May Be Coming, But Not This Year... Nor The Next</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\">\nMicron Technology: Winter May Be Coming, But Not This Year... Nor The Next\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-17 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4449857-micron-technology-winter-may-be-coming-but-not-this-year-nor-the-next><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe Morgan Stanley downgrade of Memory chips was based on PC DRAM ASPs that represent just 15% of the total DRAM demand.\nThe report addressed dropping PC sales, but failed to recognize that ...</p>\n\n<a href=\"https://seekingalpha.com/article/4449857-micron-technology-winter-may-be-coming-but-not-this-year-nor-the-next\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://seekingalpha.com/article/4449857-micron-technology-winter-may-be-coming-but-not-this-year-nor-the-next","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162723925","content_text":"Summary\n\nThe Morgan Stanley downgrade of Memory chips was based on PC DRAM ASPs that represent just 15% of the total DRAM demand.\nThe report addressed dropping PC sales, but failed to recognize that DRAM content per PC is increasing each year.\nThe report focuses on DRAM spot prices, instead of contract prices that make up 90% of supplier ASPs.\n\nborisyankov/E+ via Getty Images\nMorgan Stanley analysts downgraded Micron(NASDAQ:MU)to equal weight from overweight, in their industry report titled, “Memory - Winter Is Coming.\" MS cautioned of a coming cool down in the DRAM memory business that could lead to lower DRAM prices.\nMorgan Stanley noted that\n\n “DRAM conditions are losing steam, and our inflection signposts suggest caution from here there’s been a change from mid-cycle to late cycle, and that this phase-change has historically meant a challenging backdrop for forward returns.”\n\nMicron Technology’sstock had its worst single-day percentage decline since March 16, 2020, when it fell 19.8%. MU's stock price for the past year is shown in Chart 1, illustrating the sell-off in the past few days coupled with a drop of more than 25% since reaching a high on April 12, 2021.\n\nChart 1\nThis article presents data that refutes the underlying case presented by Morgan Stanley that worsening DRAM demand is contributing to an acceleration of the end of the current memory upcycle leading to the start of a down cycle in 1Q 2022.\nMorgan Stanley’s Misinterpretation of Data#1 Small Percentage of PC DRAM\nThe first point is the emphasis by Morgan Stanley on PC DRAM price erosion as a harbinger for the downturn in the DRAM market. Why? Because PCs represent just 15% of the demand for DRAMs,as shown in Chart 2, according to our report entitled “Hot ICs: A Market Analysis of Artificial Intelligence, 5G, CMOS Image Sensors, and Memory Chips.\"\nChart 2\n#2 Increased DRAM content per PC\nThe 15% DRAM demand for PCs is hardly enough to cause a stop in the memory cycle. But that's beside the point. Morgan Stanley overlooks the fact that DRAM content per PC increases each year even if the PC market has slowed.\nChart 3 shows that PC unit shipments between 2015 and 2023. Indeed, my forecast shows that PCs will decrease in 2022 and 2023, but the decrease is due to a normalization of PC demand following the extraordinary demand for PCs during the work/study/stay-at-home orders associated with the COVID pandemic in 2020 that carried over into 2021.\nPrior to 2020, the PC market was decreasing, and I anticipate a corresponding return normalcy with a decrease of a few percent per year in 2022 and 2023. I estimate that DRAM content per PC will increase from 5.5 GB in 2015 to 14 GB in 2023. That’s an increase of 2.5 times during this period.\n\nChart 3\nThus, although PC units will decrease, DRAM content will increase during the next two years. But factoring in the increase in DRAM content per PC, we see in Chart 4 a much different growth in DRAMs.\nChart 4\n#3 Spot ASPs are Different than Contract ASPs\nChart 5 shows DRAM data comparison for Spot ASPs vs Contract ASPs. The entire rationale for the TrendForce and Morgan Stanley reports is the drop in spot prices in 2021, and the resultant end of the current memory cycle.\nChart 5\nWhy they chose the drop in spot prices as the catalyst for the end of the cycle vs. the increase in contract prices as a catalyst for strong memory growth is irrational and illogical.\nImportantly, there's no correlation between PC sales (Chart 3) and prices (Chart 5). In Chart 3, PC sales were at their lowest period (2017 and 2018) while ASPs were at their highest. Thus, there's an inverse relationship between PC sales and ASPs, not a direct relationship that would add credibility to the MS forecast.\n#4 Spot ASPs Are a Function of Fear, Uncertainty, and Doubt (FUD Factor)\nAlso note that Chart 5 shows that spot and contract prices tracked between October 2016 and the end of 2000. A bifurcation in spot vs contract prices then took place in which spot prices escalated and then collapsed, while contract prices continued a strong growth with no abatement.\nThis bifurcation is clearly the result of the “semiconductor shortage” in which prices on the spot market have risen as a result of a perceived shortage of memory that has been interpreted as impacting not only automobiles, but every application using chips.\nTrendForce attempted to explain the shortage is due to stockpiling by PC suppliers, and I agree, which I also attributed to the DRAM collapse in 2000.I discussed stockpiling and hoarding as a major factor in 2000 and 2020, in a June 24, 2021 Semiconductor Deep Dive Marketplace newsletter articlehere.\nHowever, TrendForce’s statement in its press release of downward pressure on price hikes runs counter to the data in Chart 5 that contract prices have continued to increase unabated.\n\n “Regarding the contract market, PC OEMs currently carry relatively high levels of DRAM inventory because they substantially stocked up on PC DRAM beforehand in anticipation of an upcoming shortage. Not only has PC OEMs’ high DRAM inventory put downward pressure on possible price hikes for PC DRAM, but the gradual lifting of COVID-related restrictions in Europe and the US will also likely lower the overall demand for notebook computers, thereby pulling down the overall demand for PC DRAM.”\n\nSpot prices are based on what a buyer is willing to pay for an item with an undercurrent of fear, uncertainty, and doubt. For example, in my June 19, 2021, SA article entitled \"Micron Technology: No Shortage, Strong Growth, Period,\" from a commenter:\n\n \"And, to lend credence to your microcontroller hypothesis, we recently were told that we would not be able to get a $3 micro for one of our existing products. I don't know if it was a direct result of the Renesas fire or not. But when we looked at the spot market we were quoted $81 for that part (that's not a typo). So now we have to re-design that board to use a different part.\"\n\nAbout 10 years ago, I was an \"expert witness\" in a solar cell litigation case, and the basis of the complaint was the fact that spot silicon prices increased from $35 per metric ton to more than $500 per metric ton in a period of a few weeks because of silicon shortages. Once silicon manufacturers started making more silicon, prices dropped.\nBoth these examples illustrate that spot prices have no direct bearing on real (contract) prices, and are often transitory.\nBack to the erroneous thesis that a DRAM cycle will end based on spot prices, I show supportive data in Chart 6 that suggests their data is wrong. This chart shows DRAM ASPs as reported directly from Micron, Samsung Electronics(OTC:SSNLF)and SK Hynix(OTC:HXSCL).\nComparing Chart 5 and Chart 6, it is clear that data directly from the DRAM suppliers matches the positive contract prices and not spot prices. Readers must remember also that spot prices represent only 10% of the DRAM prices paid by customers. Contract prices represent 90% of actual prices.\n\nChart 6\nChart 7 shows memory ASPs on a three-month moving average from the SIA (Semiconductor Industry Association). Again, comparing Chart 7 with Chart 5, it is clear that the contract prices are the more valid metric.\n\nChart 7\nInvestor Takeaway\nThe recent press release from TrendForce and a report a day later by Morgan Stanley is based in data that's irrational and illogical. Their analysis is based on:\n\nPC DRAM ASPs that represent just 15% of the total DRAM demand.\nA drop in PC sales, which have been in decline and only increased due to the pandemic, but low PC sales correlate with high ASPs (Charts 3 and 5).\nFailure to recognize that DRAM content per PC is increasing each year and that metric shows no abatement in growth.\nDRAM spot prices instead of contract prices, the latter of which correlate with reporting data supplied by DRAM manufacturer.\n\nStrong demand for memory chips will continue through 2023 as supply is held in check not by shortages but judicious capex spend. The strong demand for memory chips such as 5G, servers, and EVs present a continuing tailwind for Micron Technology.","news_type":1,"symbols_score_info":{"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":3018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":173636961,"gmtCreate":1626656728353,"gmtModify":1626656728353,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"匹夫无罪 怀璧有罪， 台积电就是美国砧板上的肉","listText":"匹夫无罪 怀璧有罪， 台积电就是美国砧板上的肉","text":"匹夫无罪 怀璧有罪， 台积电就是美国砧板上的肉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173636961","repostId":"2152283687","repostType":2,"repost":{"id":"2152283687","kind":"news","pubTimestamp":1626631712,"share":"https://ttm.financial/m/news/2152283687?lang=&edition=full","pubTime":"2021-07-19 02:08","market":"us","language":"zh","title":"美国工程师去了台积电总部！刘德音放出猛料，3nm还能保住吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2152283687","media":"腾讯新闻","summary":"7月15日，台积电发布了第二季度财报，并就此召开了在线法说会。台积电有分析称，这是因为台积电的盈利能力下降了，所以投资者才会兴趣大减。会上，台积电董事长刘德音放出了两则猛料。其一是100多名美国工程师，带着家属去了台积电总部，将接受为期12到18个月的培训。这是台积电最先进的技术，到时候美国工程师可能又要去总部学习，叫投资者如何不担心？此前，南京28nm工厂扩产计划被叫停。","content":"<html><body><article><p>7月15日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>发布了第二季度财报，并就此召开了在线法说会。财报显示：台积电当季营收为3721.45亿元新台币（约861.91亿元），同比增长19.8%，超出市场预期；<span>净利润</span>为1343.59亿元新台币（约311.18亿元），同比增长11.2%，比预期利润少了1.31%。换成一般的公司，净利润略低于预期，而营收创纪录，仍属于重大利好。但台积电等来的却是，发布财报当天，市值蒸发355亿美元（约2300亿元）。</p><p>台积电</p><p>有分析称，这是因为台积电的盈利能力下降了，所以投资者才会兴趣大减。这种说法其实挺勉强的，毕竟该公司的毛利率仅仅下滑了0.5%，其中又包含了<span>汇率</span>不利和插单生产车用芯片的因素。尤其是后者，台积电总裁魏哲家称“上半年的车用MCU产量，比去年同期提升了30%”。<strong>这30%靠的是“super hot run”（超级急件），也就是放着高利润的消费电子芯片订单不生产，优先为车企服务。</strong></p><p>张忠谋</p><p>既然毛利率下滑，不代表台积电盈利能力下降，那么财报呈现的便只剩利好。如此一来，股票被抛售的根源，自然指向了在线法说会。会上，台积电董事长刘德音放出了两则猛料。<strong>其一是100多名美国工程师，带着家属去了台积电总部，将接受为期</strong><strong>12到18个月的</strong><strong>培训。</strong>而此前传出的消息是，创始人张忠谋吐槽美国员工上班不积极，台积电开出三倍薪资，调本土工程师去美国。</p><p>刘德音（图右）</p><p>在当时，人们想到的是刘德音在答应建厂时，说的那句“台积电会把核心技术留在老家”。可是现在，给人的感觉却是“教哪些东西，哪些东西保密，未必由台积电决定”。尤其5月17日，路透社爆料：<strong>台积电感受到<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>跑到德州建3nm工厂的压力，正计划在亚利桑那州建设3nm乃至2nm的晶圆代工厂。</strong>这是台积电最先进的技术，到时候美国工程师可能又要去总部学习，叫投资者如何不担心？</p><p>三星</p><p>倘若台积电的坦诚，能够换来同等的诚意，这件事也算是塞翁失马。遗憾的是，建厂前许诺的蜜月期，大概率是一张口头支票。台积电出发前，得到的信息是“提振美国半导体”，即过去帮忙。结果6月8日，自己就被列入了对方的“安全威胁名单”。不仅如此，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>CEO帕特·基尔辛格还在7月7日，给出了一条这样的建议：<strong>540亿美元的</strong><strong>半导体扶持资金，应该用在税收总部、工厂、专利都在美国的公司。</strong></p><p>基尔辛格</p><p>当初富士康赴美建厂的时候，好歹获得了一句“世界第八大奇迹”的称赞。如果后续招人顺利的话，未必拿不到被许诺的补贴。相形之下，台积电的建厂体验，差的不是一点半点。<strong>要知道，</strong><strong>台积电</strong><strong>在</strong><strong>亚利桑那州</strong><strong>的工厂，</strong><strong>聘请</strong><strong>的</strong><strong>人力资源主管Benjamin Miller</strong><strong>（</strong><strong>本杰明·米勒</strong><strong>），在英特尔工作了25年时间。</strong>与其说这是挖人，不如说是合作。结果八字还没一撇，英特尔竟然直接摊牌：自己其实连补贴都不想给台积电。</p><p>英特尔</p><p>既然处境如此尴尬，台积电肯定也要另做打算，争取保证自己的灵活性。<strong>这就不得不提到，刘德音的第二则猛料“台积电的布局，有客户需求与生产成本等诸多考量，目前谈论‘是否会在日本大量制造’，仍然太早”。</strong>台积电追求自主的主要手段，就是在南京、日本和德国建厂。此前，南京28nm工厂扩产计划被叫停。现在刘德音又亲口确认，台积电正纠结产出的问题，不一定会在日本建厂。那么剩下的，就只有德国。</p><p>格罗方德</p><p>可是基尔辛格已经在早前表态，英特尔有去欧洲建厂的相关计划。再结合台积电保护自有技术过程中，所表现出来的被动，以及基尔辛格绝对算不上友好的态度，德国未必是一个好选择。就在7月16日，科创板日报还曝出“英特尔打算收购格罗方德”的消息。<strong>格罗方德是全球第四大晶圆代工厂，技术停留在10nm工艺以上，对英特尔的主要价值是客户。</strong>台积电答应建厂之前，英特尔也没说自己要代工。如今却加速回归，恐怕是来者不善，台积电还能去哪？（李双喜）</p></article></body></html>","source":"tencent","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\" 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#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美国工程师去了台积电总部！刘德音放出猛料，3nm还能保住吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-19 02:08 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107190221137c21eb53&s=b><strong>腾讯新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月15日，台积电发布了第二季度财报，并就此召开了在线法说会。财报显示：台积电当季营收为3721.45亿元新台币（约861.91亿元），同比增长19.8%，超出市场预期；净利润为1343.59亿元新台币（约311.18亿元），同比增长11.2%，比预期利润少了1.31%。换成一般的公司，净利润略低于预期，而营收创纪录，仍属于重大利好。但台积电等来的却是，发布财报当天，市值蒸发355亿美元（约...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107190221137c21eb53&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"03145":"华夏亚洲高息股","EWT":"台湾ETF-iShares MSCI","TSM":"台积电"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107190221137c21eb53&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2152283687","content_text":"7月15日，台积电发布了第二季度财报，并就此召开了在线法说会。财报显示：台积电当季营收为3721.45亿元新台币（约861.91亿元），同比增长19.8%，超出市场预期；净利润为1343.59亿元新台币（约311.18亿元），同比增长11.2%，比预期利润少了1.31%。换成一般的公司，净利润略低于预期，而营收创纪录，仍属于重大利好。但台积电等来的却是，发布财报当天，市值蒸发355亿美元（约2300亿元）。台积电有分析称，这是因为台积电的盈利能力下降了，所以投资者才会兴趣大减。这种说法其实挺勉强的，毕竟该公司的毛利率仅仅下滑了0.5%，其中又包含了汇率不利和插单生产车用芯片的因素。尤其是后者，台积电总裁魏哲家称“上半年的车用MCU产量，比去年同期提升了30%”。这30%靠的是“super hot run”（超级急件），也就是放着高利润的消费电子芯片订单不生产，优先为车企服务。张忠谋既然毛利率下滑，不代表台积电盈利能力下降，那么财报呈现的便只剩利好。如此一来，股票被抛售的根源，自然指向了在线法说会。会上，台积电董事长刘德音放出了两则猛料。其一是100多名美国工程师，带着家属去了台积电总部，将接受为期12到18个月的培训。而此前传出的消息是，创始人张忠谋吐槽美国员工上班不积极，台积电开出三倍薪资，调本土工程师去美国。刘德音（图右）在当时，人们想到的是刘德音在答应建厂时，说的那句“台积电会把核心技术留在老家”。可是现在，给人的感觉却是“教哪些东西，哪些东西保密，未必由台积电决定”。尤其5月17日，路透社爆料：台积电感受到三星跑到德州建3nm工厂的压力，正计划在亚利桑那州建设3nm乃至2nm的晶圆代工厂。这是台积电最先进的技术，到时候美国工程师可能又要去总部学习，叫投资者如何不担心？三星倘若台积电的坦诚，能够换来同等的诚意，这件事也算是塞翁失马。遗憾的是，建厂前许诺的蜜月期，大概率是一张口头支票。台积电出发前，得到的信息是“提振美国半导体”，即过去帮忙。结果6月8日，自己就被列入了对方的“安全威胁名单”。不仅如此，英特尔CEO帕特·基尔辛格还在7月7日，给出了一条这样的建议：540亿美元的半导体扶持资金，应该用在税收总部、工厂、专利都在美国的公司。基尔辛格当初富士康赴美建厂的时候，好歹获得了一句“世界第八大奇迹”的称赞。如果后续招人顺利的话，未必拿不到被许诺的补贴。相形之下，台积电的建厂体验，差的不是一点半点。要知道，台积电在亚利桑那州的工厂，聘请的人力资源主管Benjamin Miller（本杰明·米勒），在英特尔工作了25年时间。与其说这是挖人，不如说是合作。结果八字还没一撇，英特尔竟然直接摊牌：自己其实连补贴都不想给台积电。英特尔既然处境如此尴尬，台积电肯定也要另做打算，争取保证自己的灵活性。这就不得不提到，刘德音的第二则猛料“台积电的布局，有客户需求与生产成本等诸多考量，目前谈论‘是否会在日本大量制造’，仍然太早”。台积电追求自主的主要手段，就是在南京、日本和德国建厂。此前，南京28nm工厂扩产计划被叫停。现在刘德音又亲口确认，台积电正纠结产出的问题，不一定会在日本建厂。那么剩下的，就只有德国。格罗方德可是基尔辛格已经在早前表态，英特尔有去欧洲建厂的相关计划。再结合台积电保护自有技术过程中，所表现出来的被动，以及基尔辛格绝对算不上友好的态度，德国未必是一个好选择。就在7月16日，科创板日报还曝出“英特尔打算收购格罗方德”的消息。格罗方德是全球第四大晶圆代工厂，技术停留在10nm工艺以上，对英特尔的主要价值是客户。台积电答应建厂之前，英特尔也没说自己要代工。如今却加速回归，恐怕是来者不善，台积电还能去哪？（李双喜）","news_type":1,"symbols_score_info":{"03145":0.6,"EWT":0.6,"TWmain":1,"TSM":1}},"isVote":1,"tweetType":1,"viewCount":3434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170802548,"gmtCreate":1626417041784,"gmtModify":1626417041784,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CRSR\">$Corsair Gaming, Inc.(CRSR)$</a> 实在看不懂这个股为啥走得那么疲软，业绩，增长都很好啊","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CRSR\">$Corsair Gaming, Inc.(CRSR)$</a> 实在看不懂这个股为啥走得那么疲软，业绩，增长都很好啊","text":"$Corsair Gaming, Inc.(CRSR)$ 实在看不懂这个股为啥走得那么疲软，业绩，增长都很好啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170802548","isVote":1,"tweetType":1,"viewCount":2061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":145459918,"gmtCreate":1626239801634,"gmtModify":1626239801634,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a> 这个股票的合理价位应该再跌一半，耐心等着吧，别抱有短期的幻想","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a> 这个股票的合理价位应该再跌一半，耐心等着吧，别抱有短期的幻想","text":"$Teladoc Health Inc.(TDOC)$ 这个股票的合理价位应该再跌一半，耐心等着吧，别抱有短期的幻想","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/145459918","isVote":1,"tweetType":1,"viewCount":2725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":142282799,"gmtCreate":1626152964811,"gmtModify":1626152964811,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"不知所云","listText":"不知所云","text":"不知所云","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/142282799","repostId":"1126488208","repostType":2,"repost":{"id":"1126488208","kind":"news","pubTimestamp":1626141240,"share":"https://ttm.financial/m/news/1126488208?lang=&edition=full","pubTime":"2021-07-13 09:54","market":"us","language":"en","title":"As a Tech Investment, Palantir Puts the Soft in Software","url":"https://stock-news.laohu8.com/highlight/detail?id=1126488208","media":"InvestorPlace","summary":"While other digital companies are fulfilling their promise, PLTR stock hasn’t budged a hair in 2021.","content":"<blockquote>\n While other digital companies are fulfilling their promise, PLTR stock hasn’t budged a hair in 2021.\n</blockquote>\n<p>I’ve written about Denver-based software company Palantir Technologies (NYSE:<b>PLTR</b>) at least three times since arriving at<i>InvestorPlace</i>in my puke-green 1975 AMC Pacer. And my feelings about PLTR stock may be pretty similar to yours regarding my shag-carpeted lemon (lime?).</p>\n<p><img src=\"https://static.tigerbbs.com/ae3c334400df21791be5286e847ed42b\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Ascannio / Shutterstock.com</p>\n<p>All I’ve seen is underperformance, unrealized hype and whole lotta rollercoaster. And I don’t mean “Love Rollercoaster.” Gotta love that way-funky tune the Ohio Players released the same year my Pacer wobbled off the assembly line.</p>\n<p>Actually, I don’t own a Pacer. Nor do I see this investment setting any kind of steady pace.</p>\n<p>Since January, PLTR stock has gone up 50%, down 20%, up 23%, down 29% – and from Feb. 9 to date, down more than 35%. If you wanted to buy the dip in the first quarter, you’d have best brought a stopwatch and plenty of Maalox. But hey: At least things have been pretty Dullsville since March, with the stock as flat as a floppy disc.</p>\n<p>And yet, this tech investment that represents in EaaS (enigma as a service) has its share of steadfast fanboys,particularly on<i>Seeking Alpha</i>. “Palantir is in a unique position to be a leading beneficiary of the big data revolution in the years ahead,” writes Andres Cardenal.</p>\n<p>To be fair, he’s got a great track record. But the data he’s crunching here doesn’t include how many time hopeful shareholders have looked to this phenomena as Palantir’s boon … so far to no financial avail.</p>\n<p><b>PLTR Stock: The New Fool’s Gold</b></p>\n<p>To that end, Cardenal contends that “Data is the new gold” – acknowledging it’s a cliche, but insisting it’s true. Well, here’s my equally cliched rebuttal: PLTR stock is fool’s gold, the mother of all wait-and-see investments. Just because data, 5G technology or anything else with a byte in it is taking off doesn’t mean every company in the market stands to soar.</p>\n<p>Here I have two words for you: Diamond Rio. Introduced in 1988, this MP3 player beat the iPod to the market by three years. And if you have one lying around, it might fetch $5 as a paperweight at a garage sale. A Rio disappointment, so to speak.</p>\n<p>And so here’s the rub with Palantir. So far, it has failed to prove it has anything going on that puts it ahead of the pack or even in the middle of it. That leaves plenty of elbow room for much bigger competitors outflank it – which I definitely believe they will. Ask yourself: What’s so special about Palantir’s product line that no one else can replace, imitate or improve upon it?</p>\n<p><b>Demo Day Disappointment</b></p>\n<p>I also think back to the Jan. 26 Demo Day event that showed off its Foundry, Gotham and Apollo products. I assume the purpose was to fuel inject the company’s PR efforts and cheer eager investors. And so?</p>\n<p>While some investment mavens drooled themselves a full bucket, media coverage amounted to an empty cup. A Steve Jobs “just one more thing” rock show it definitely wasn’t.</p>\n<p>No headlines, maybe a handful of stifled yawns and – here comes more data – PLTR stock shed a quarter of its value in the following month. A Demo-ralizing Day for shareholders, I’d say.</p>\n<p><b>Not Quite a Contender</b></p>\n<p>Here I will say again what I’ve so often said before: I take no delight in getting such buzzkill forecasts right. If shareholders profit and observers like Cardenal nail it, I’ll gladly eat my hat, even if it’s an Honest Abe stovepipe special on steroids.</p>\n<p>But in my attempts to build a portfolio of adventurous growth properties, I simply don’t consider PLTR stock a contender. Nor should you. Aside from the nagging issue that Palantir has failed to turn a profit since going public last October, I know of no case to suggest this wannabe growth company has cornered the market on something, anything extraordinary.</p>\n<p>With a market cap of just $46 billion, Palantir would benefit greatly from a blockbuster that would buy it time to spread its wings, as is often the case with small pharmas.</p>\n<p><b>Palantir’s World Is Flat</b></p>\n<p>And so, I present a final set of digits that PLTR stock fans might want to take to the data-driven bank. So far in 2021, Palantir is unchanged. But the<b>Dow Jones Industrial Average</b>is up 15%.</p>\n<p>That this company can’t ride the tide that’s lifting all boats, let alone kick some butt in a market brimming with rich tech investment opportunities, simply does not compute.</p>","source":"lsy1606302653667","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>As a Tech Investment, Palantir Puts the Soft in Software</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\">\nAs a Tech Investment, Palantir Puts the Soft in Software\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 09:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/07/pltr-stock-palantir-puts-the-soft-in-software/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While other digital companies are fulfilling their promise, PLTR stock hasn’t budged a hair in 2021.\n\nI’ve written about Denver-based software company Palantir Technologies (NYSE:PLTR) at least three ...</p>\n\n<a href=\"https://investorplace.com/2021/07/pltr-stock-palantir-puts-the-soft-in-software/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2021/07/pltr-stock-palantir-puts-the-soft-in-software/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126488208","content_text":"While other digital companies are fulfilling their promise, PLTR stock hasn’t budged a hair in 2021.\n\nI’ve written about Denver-based software company Palantir Technologies (NYSE:PLTR) at least three times since arriving atInvestorPlacein my puke-green 1975 AMC Pacer. And my feelings about PLTR stock may be pretty similar to yours regarding my shag-carpeted lemon (lime?).\nSource: Ascannio / Shutterstock.com\nAll I’ve seen is underperformance, unrealized hype and whole lotta rollercoaster. And I don’t mean “Love Rollercoaster.” Gotta love that way-funky tune the Ohio Players released the same year my Pacer wobbled off the assembly line.\nActually, I don’t own a Pacer. Nor do I see this investment setting any kind of steady pace.\nSince January, PLTR stock has gone up 50%, down 20%, up 23%, down 29% – and from Feb. 9 to date, down more than 35%. If you wanted to buy the dip in the first quarter, you’d have best brought a stopwatch and plenty of Maalox. But hey: At least things have been pretty Dullsville since March, with the stock as flat as a floppy disc.\nAnd yet, this tech investment that represents in EaaS (enigma as a service) has its share of steadfast fanboys,particularly onSeeking Alpha. “Palantir is in a unique position to be a leading beneficiary of the big data revolution in the years ahead,” writes Andres Cardenal.\nTo be fair, he’s got a great track record. But the data he’s crunching here doesn’t include how many time hopeful shareholders have looked to this phenomena as Palantir’s boon … so far to no financial avail.\nPLTR Stock: The New Fool’s Gold\nTo that end, Cardenal contends that “Data is the new gold” – acknowledging it’s a cliche, but insisting it’s true. Well, here’s my equally cliched rebuttal: PLTR stock is fool’s gold, the mother of all wait-and-see investments. Just because data, 5G technology or anything else with a byte in it is taking off doesn’t mean every company in the market stands to soar.\nHere I have two words for you: Diamond Rio. Introduced in 1988, this MP3 player beat the iPod to the market by three years. And if you have one lying around, it might fetch $5 as a paperweight at a garage sale. A Rio disappointment, so to speak.\nAnd so here’s the rub with Palantir. So far, it has failed to prove it has anything going on that puts it ahead of the pack or even in the middle of it. That leaves plenty of elbow room for much bigger competitors outflank it – which I definitely believe they will. Ask yourself: What’s so special about Palantir’s product line that no one else can replace, imitate or improve upon it?\nDemo Day Disappointment\nI also think back to the Jan. 26 Demo Day event that showed off its Foundry, Gotham and Apollo products. I assume the purpose was to fuel inject the company’s PR efforts and cheer eager investors. And so?\nWhile some investment mavens drooled themselves a full bucket, media coverage amounted to an empty cup. A Steve Jobs “just one more thing” rock show it definitely wasn’t.\nNo headlines, maybe a handful of stifled yawns and – here comes more data – PLTR stock shed a quarter of its value in the following month. A Demo-ralizing Day for shareholders, I’d say.\nNot Quite a Contender\nHere I will say again what I’ve so often said before: I take no delight in getting such buzzkill forecasts right. If shareholders profit and observers like Cardenal nail it, I’ll gladly eat my hat, even if it’s an Honest Abe stovepipe special on steroids.\nBut in my attempts to build a portfolio of adventurous growth properties, I simply don’t consider PLTR stock a contender. Nor should you. Aside from the nagging issue that Palantir has failed to turn a profit since going public last October, I know of no case to suggest this wannabe growth company has cornered the market on something, anything extraordinary.\nWith a market cap of just $46 billion, Palantir would benefit greatly from a blockbuster that would buy it time to spread its wings, as is often the case with small pharmas.\nPalantir’s World Is Flat\nAnd so, I present a final set of digits that PLTR stock fans might want to take to the data-driven bank. So far in 2021, Palantir is unchanged. But theDow Jones Industrial Averageis up 15%.\nThat this company can’t ride the tide that’s lifting all boats, let alone kick some butt in a market brimming with rich tech investment opportunities, simply does not compute.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":140050708,"gmtCreate":1625620686804,"gmtModify":1625620686804,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CRSR\">$Corsair Gaming, Inc.(CRSR)$</a> 请问哪位知道CRSR 的Q2 财报发布日期？","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CRSR\">$Corsair Gaming, Inc.(CRSR)$</a> 请问哪位知道CRSR 的Q2 财报发布日期？","text":"$Corsair Gaming, Inc.(CRSR)$ 请问哪位知道CRSR 的Q2 财报发布日期？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/140050708","isVote":1,"tweetType":1,"viewCount":2045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":154488868,"gmtCreate":1625538995354,"gmtModify":1625538995354,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"典型双标文章","listText":"典型双标文章","text":"典型双标文章","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/154488868","repostId":"2149074334","repostType":2,"isVote":1,"tweetType":1,"viewCount":1307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":156880193,"gmtCreate":1625210385012,"gmtModify":1625210385012,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"存储的需求怎么了能降低呢，远不止PC 场景啊","listText":"存储的需求怎么了能降低呢，远不止PC 场景啊","text":"存储的需求怎么了能降低呢，远不止PC 场景啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156880193","repostId":"1174610224","repostType":2,"repost":{"id":"1174610224","kind":"news","pubTimestamp":1625188786,"share":"https://ttm.financial/m/news/1174610224?lang=&edition=full","pubTime":"2021-07-02 09:19","market":"us","language":"en","title":"Micron and Chip Stocks Drop but Nvidia Climbs","url":"https://stock-news.laohu8.com/highlight/detail?id=1174610224","media":"thestreet","summary":"Micron Technology (MU) -Get Report and other chip stocks were falling Thursday, but Nvidia (NVDA) wa","content":"<p>Micron Technology&nbsp;(<b>MU</b>) -Get Report&nbsp;and other chip stocks were falling Thursday, but Nvidia&nbsp;(<b>NVDA</b>)&nbsp;was bucking the trend.</p>\n<p>The iShares PHLX Semiconductor ETF&nbsp;(<b>SOXX</b>) &nbsp;was down 1.4% at closing. Micron,&nbsp;the biggest decliner in the benchmark chip index, fell 5.7% to $80.11.</p>\n<p>Other semiconductor industry companies losing ground Thursday included Applied Materials&nbsp;(<b>AMAT</b>), down 3.1%; Lam Research&nbsp;(<b>LRCX</b>) -Get Report, off 2.7%, and Texas Instruments&nbsp;(<b>TXN</b>) -Get Report&nbsp;was off nearly 1%.</p>\n<p>Video Preview: How the Foundation of Crypto Is Changing Fintech - VanEckWatch this exclusive conversation, The Evolution of Blockchain: How the Foundation of Crypto Is Changing Fintech. A free webinar with premiere experts, sponsored by VanEck.Volume 90%</p>\n<p>Shares of Nvidia, however, were up 1.1%, afterBMO Capital Marketsanalyst Ambrish Srivastava raised his price target on the chip titan to $1,000 from $75 and affirmed an outperform rating.</p>\n<p>The target on the Santa Clara, Calif., company is the highest on Wall Street, according to Bloomberg.</p>\n<p>Micron Technology shares fell even after the&nbsp;company reportedfiscal-third-quarternet income per share more than doubled on 36% higher revenue.</p>\n<p>For the quarter ended June 3, Micron earned $1.74 billion, or $1.52 a share, compared with $803 million, or 71 cents, in the year-earlier quarter. The latest adjusted earnings were $1.88 a share.&nbsp;Revenue reached $7.42 billion from $5.44 billion.</p>\n<p>Several analysts raised their price targets for Micron, but UBS analyst Timothy Arcuri lowered the firm's price target to $110 from $120, while keeping a buy rating, according to the Fly.</p>\n<p>He noted that the company's cycle commentary should address investors' concerns regarding sustainability, but the management's outlook on cost and capital expenditures \"take a bite\" out of 2022 free cash flows.</p>\n<p>TheStreet FounderJim Cramer said\"there's a lot of people saying 'PCs peaked,' and that's bad for Micron.\"</p>\n<p>Cramer added that CEO Sanjay Mehrotra \"did not say what I wanted to hear, which is, 'look&nbsp;everything is on allocation.'\"</p>\n<p>\"And because he didn’t do that,\" Cramer said, \"people are saying 'you know what, it’s time to focus on other semis, and go up the food chain, not down.' And that would be Nvidia.\"</p>","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>Micron and Chip Stocks Drop but Nvidia Climbs</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\">\nMicron and Chip Stocks Drop but Nvidia Climbs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 09:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/micron-sinks-most-chip-stocks-but-nvidia-climbs?puc=yahoo&cm_ven=YAHOO><strong>thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Micron Technology (MU) -Get Report and other chip stocks were falling Thursday, but Nvidia (NVDA) was bucking the trend.\nThe iShares PHLX Semiconductor ETF (SOXX)  was down 1.4% at closing. Micron, ...</p>\n\n<a href=\"https://www.thestreet.com/investing/micron-sinks-most-chip-stocks-but-nvidia-climbs?puc=yahoo&cm_ven=YAHOO\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","MU":"美光科技","TXN":"德州仪器","AMAT":"应用材料","LRCX":"拉姆研究"},"source_url":"https://www.thestreet.com/investing/micron-sinks-most-chip-stocks-but-nvidia-climbs?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174610224","content_text":"Micron Technology (MU) -Get Report and other chip stocks were falling Thursday, but Nvidia (NVDA) was bucking the trend.\nThe iShares PHLX Semiconductor ETF (SOXX)  was down 1.4% at closing. Micron, the biggest decliner in the benchmark chip index, fell 5.7% to $80.11.\nOther semiconductor industry companies losing ground Thursday included Applied Materials (AMAT), down 3.1%; Lam Research (LRCX) -Get Report, off 2.7%, and Texas Instruments (TXN) -Get Report was off nearly 1%.\nVideo Preview: How the Foundation of Crypto Is Changing Fintech - VanEckWatch this exclusive conversation, The Evolution of Blockchain: How the Foundation of Crypto Is Changing Fintech. A free webinar with premiere experts, sponsored by VanEck.Volume 90%\nShares of Nvidia, however, were up 1.1%, afterBMO Capital Marketsanalyst Ambrish Srivastava raised his price target on the chip titan to $1,000 from $75 and affirmed an outperform rating.\nThe target on the Santa Clara, Calif., company is the highest on Wall Street, according to Bloomberg.\nMicron Technology shares fell even after the company reportedfiscal-third-quarternet income per share more than doubled on 36% higher revenue.\nFor the quarter ended June 3, Micron earned $1.74 billion, or $1.52 a share, compared with $803 million, or 71 cents, in the year-earlier quarter. The latest adjusted earnings were $1.88 a share. Revenue reached $7.42 billion from $5.44 billion.\nSeveral analysts raised their price targets for Micron, but UBS analyst Timothy Arcuri lowered the firm's price target to $110 from $120, while keeping a buy rating, according to the Fly.\nHe noted that the company's cycle commentary should address investors' concerns regarding sustainability, but the management's outlook on cost and capital expenditures \"take a bite\" out of 2022 free cash flows.\nTheStreet FounderJim Cramer said\"there's a lot of people saying 'PCs peaked,' and that's bad for Micron.\"\nCramer added that CEO Sanjay Mehrotra \"did not say what I wanted to hear, which is, 'look everything is on allocation.'\"\n\"And because he didn’t do that,\" Cramer said, \"people are saying 'you know what, it’s time to focus on other semis, and go up the food chain, not down.' And that would be Nvidia.\"","news_type":1,"symbols_score_info":{"AMAT":0.9,"LRCX":0.9,"MU":0.9,"NVDA":0.9,"TXN":0.9}},"isVote":1,"tweetType":1,"viewCount":1454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":116051951,"gmtCreate":1622767200073,"gmtModify":1622767200073,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"此时不割韭菜更待何时？不同意增发天理不容","listText":"此时不割韭菜更待何时？不同意增发天理不容","text":"此时不割韭菜更待何时？不同意增发天理不容","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/116051951","repostId":"2140732964","repostType":2,"isVote":1,"tweetType":1,"viewCount":1255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":110924791,"gmtCreate":1622422675613,"gmtModify":1622422675613,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"实在非常讨厌这种中国的大平台企业，到底有什么价值？美团挣的每分钱都是其他企业的几倍损失和多少人的失业，从国家来看总体是损失","listText":"实在非常讨厌这种中国的大平台企业，到底有什么价值？美团挣的每分钱都是其他企业的几倍损失和多少人的失业，从国家来看总体是损失","text":"实在非常讨厌这种中国的大平台企业，到底有什么价值？美团挣的每分钱都是其他企业的几倍损失和多少人的失业，从国家来看总体是损失","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/110924791","repostId":"1181277246","repostType":4,"isVote":1,"tweetType":1,"viewCount":2656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":137528147,"gmtCreate":1622365584289,"gmtModify":1622365584289,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"比特币注定不会成为货币，因为作为法定货币是否有价值取决于一个国家主权和经济能力的背书，比特币只能作为投机资产在哪炒作，但不可能作为货币，完全不符合逻辑","listText":"比特币注定不会成为货币，因为作为法定货币是否有价值取决于一个国家主权和经济能力的背书，比特币只能作为投机资产在哪炒作，但不可能作为货币，完全不符合逻辑","text":"比特币注定不会成为货币，因为作为法定货币是否有价值取决于一个国家主权和经济能力的背书，比特币只能作为投机资产在哪炒作，但不可能作为货币，完全不符合逻辑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/137528147","repostId":"1196267503","repostType":4,"isVote":1,"tweetType":1,"viewCount":2106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":135793571,"gmtCreate":1622181905493,"gmtModify":1622181905493,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"整个行业已经崩溃了","listText":"整个行业已经崩溃了","text":"整个行业已经崩溃了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/135793571","repostId":"1116530512","repostType":2,"repost":{"id":"1116530512","kind":"news","pubTimestamp":1622177758,"share":"https://ttm.financial/m/news/1116530512?lang=&edition=full","pubTime":"2021-05-28 12:55","market":"hk","language":"zh","title":"生死转折？“在线教育史上最大裁员潮”即将爆发","url":"https://stock-news.laohu8.com/highlight/detail?id=1116530512","media":"36氪","summary":"按照目前的情况，今年暑期全行业岗位裁减可能会超过10万个。","content":"<p>文 ｜彭孝秋</p><p>从知情人士处独家获悉，<a href=\"https://laohu8.com/S/GOTU\">高途</a>课堂创始人陈向东日前召开了内部会，会议结果是高途课堂将裁员30%，本周开始执行；同时信息流业务、直播业务全部关停。</p><p>与之对应的是脉脉上的爆料。一位脉脉用户日前发布了消息：「高途课堂，这么不靠谱吗？发了offer，又通知不招人了」，其评论区有数条回应表示遇到了类似问题。另一位脉脉用户透露：“高途课堂hc冻结了，应届生offer几乎算是被收回了”。</p><p><img src=\"https://static.tigerbbs.com/56833df60572bb9c4d5ea89839abaced\" tg-width=\"636\" tg-height=\"246\" referrerpolicy=\"no-referrer\"></p><p>脉脉截图</p><p>在高途课堂（即“<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>”）刚披露的一季报中，业绩经历了双杀，不仅净利润由同期的盈利1.48亿元变为亏损14亿元，付费课程学员数也出现不同程度下滑。所以当日盘前直接大跌12%，股价创下16.13美元的新低。要知道，去年其股价到过150美金。</p><p>与此同时，<a href=\"https://laohu8.com/S/KRKR\">36氪</a>还独家了解到，字节跳动旗下的教育业务近几周频繁召开高层会，教育业务即将进行大范围架构调整。一位知情人士对36氪称，接下来就是裁员。</p><p>虽然事出突然，但并非无迹可寻。近几个月教育行业监管趋严，日前曾流传出「教培机构不许上市」的言论。如果传言为真，<b>教育业务则将成为未来拖累字节跳动上市的累赘</b>。</p><p>此外，据脉脉用户爆料：“作业帮裁员”，“<a href=\"https://laohu8.com/S/NTES\">网易</a>有道要裁员了，果然k12公司都逃不过一劫”；同时36氪从一位行业人士处了解到：镇江学而思被通知暂停招聘动作，南京学而思对大四全职招聘已暂停，对外口径为“已招满”，目前只招聘暑期兼职。</p><p>“<b>按照目前的情况，今年暑期全行业岗位裁减可能会超过10万个。</b>”一位在线教育公司的高管告诉36氪。</p><p><b>这个在2020年风头无二的行业，直接从爆发期进入了生死转折点。</b></p><p>本周一，一张「假期不许开课」、「培训机构不上市」、「不许打广告」的截图在业内流传。当天中概股集体下跌，一天内中概股教育头部企业总计蒸发近79亿美元，折合人民币509亿元。</p><p>二级市场股价的萎靡不振也传递到一级市场，多位投资人对36氪重申了“暂时要规避这个行业，这次比较不一样”。另一位知名投资人更是直接放弃了已准备投资的教育项目，该项目营收过10亿。</p><p>值得一提的是，也有某家教育公司，虽然此前经历过国内资本市场尝试，但最近也临时突然叫停了所有IPO宣发，只希望秘密递交招股书。“以前是有多大声恨不得全喊出来，现在是能多低调就多低调。”一位基金人士告诉36氪。</p><p><img src=\"https://static.tigerbbs.com/f7054753cbd104c60dd47c0e4b3bd941\" tg-width=\"1206\" tg-height=\"1098\" referrerpolicy=\"no-referrer\"></p><p>之前传言</p><p>虽然海淀区教委立即辟谣「暑期不许开课」消息不实，但「在线教育裁员潮」话题已经开始在脉脉上发酵。</p><p><b>在这一轮监管风暴之下，没有企业能幸免。</b></p><p>从今年年初开始，「广告合规问题」打响了在线教育行业强监管的第一枪，紧接着「双减趋紧」、「预收费问题」、「教师资质问题」等监察轮番来袭。</p><p>如果说上述监管主要是让行业走向「合规」与「合法」，那「不许上市」、「不许投广告」这两则传言则将让在线教育行业迅速收缩。</p><p><b>最直接带来的就是资本停止投资，企业裁员求生。</b>当一波接一波的监管落地、行业前途面临着极大的不确定性之际，资本会立即停止投资，甚至撤资止损。同时又由于在线教育尚处于新兴阶段，市场尚在高速发展期，各家企业在过去几年都是亏损状态。</p><p>一旦融资和上市通道关闭，企业没有新的现金流，裁员是必然选择。“算一笔账的话，假设一个头部公司为暑假储备一万个辅导老师，人均工资 8000 的话带上五险一金之类的，这个公司一个月付出的人力成本就是一个多亿。<b>没有融资、监管收紧的前提下，没人敢这么花钱，不然就是整个公司一起垮掉。</b>”一位教育行业的投资人告诉36氪。</p><p>据36氪了解到，<b>在线教育行业的广告内容和渠道规模都在日渐缩紧</b>：今年2月，在线教育的品牌广告陆续从央视消失；日前分众等渠道也停止了教育行业的品牌投放。种种表现，与「三不传言」中的「不许打广告」吻合。</p><p>一位在线教育从业者告诉36氪：“外部渠道缩紧是一方面，目前还能投的渠道里的物料也非常谨慎。不让宣传老师了，名师这些词都不能用，方案全部大改，写新方案的时候还要互相提醒：你今天写的东西犯（广告）法了吗？GR、法务、PR轮流把物料审好几遍，就这样还是不太敢投，害怕被罚。”</p><p>由于在线教育公司没有线下门店，招生的主渠道为广告投放，<b>广告停投意味着核心拉新渠道消失，直接导致各家公司为暑期储备的老师需要大面积裁撤。</b></p><p>教育行业辅导老师的招培期为2-3个月，所以企业会提前储备老师，校招会更早进行，通常五月底就完成旺季的招聘目标。广告停投之后，收缩规模、裁撤储备的暑期老师首当其冲。</p><p>“虽然企业也会做一些运营动作，比如老带新啊裂变啊，但是都没这么快能把用户量做起来，从活下去的角度来看，肯定是先裁员节省成本，不然就是整个公司全部覆灭。<b>这个暑假过去，大公司能不能活不一定，但在线教育行业应该就没有小公司了，小公司熬不过去的</b>。”一位教育行业的投资人告诉36氪。</p><p>“如果裁员发生，重灾区会是应届生。”行业人士告诉36氪：“各家（在线教育公司）的辅导老师基地都设在武汉、西安、长沙这种高校密集的城市嘛，去年疫情爆发之后，应届生不太好找工作，所以各家每年都在大批量招应届生，所以裁（员）起来的话，应届生被收回的offer应该最多。”</p><p>「靴子」还未落地，一切尚待观察。只是从行业各家的动作来看，在线教育行业已经到了生死转折点，每一家都急需缩小规模、以换取更长的喘息时间、等待政策明朗的那一天。</p><p>一周前，据「Tech星球」报道：VIPKID多项业务收缩或关停，大规模业务调整涉及到的裁员比例高达50%。</p><p><b>那个时候，行业还在为VIPKID调头慢而叹惋。没有人预料到，原来这是在线教育行业裁员潮的「开幕式」</b>。</p>","source":"36k","collect":0,"html":"<!DOCTYPE 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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生死转折？“在线教育史上最大裁员潮”即将爆发\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-28 12:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1242832911568137><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文 ｜彭孝秋从知情人士处独家获悉，高途课堂创始人陈向东日前召开了内部会，会议结果是高途课堂将裁员30%，本周开始执行；同时信息流业务、直播业务全部关停。与之对应的是脉脉上的爆料。一位脉脉用户日前发布了消息：「高途课堂，这么不靠谱吗？发了offer，又通知不招人了」，其评论区有数条回应表示遇到了类似问题。另一位脉脉用户透露：“高途课堂hc冻结了，应届生offer几乎算是被收回了”。脉脉截图在高途课堂...</p>\n\n<a href=\"https://36kr.com/p/1242832911568137\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9730389e2c12f92286a75c147f1ce1db","relate_stocks":{"GOTU":"高途","09901":"新东方-S","YQ":"一起教育科技","EDU":"新东方","FHS":"第一高中教育","01797":"东方甄选","DAO":"有道","TAL":"好未来"},"source_url":"https://36kr.com/p/1242832911568137","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116530512","content_text":"文 ｜彭孝秋从知情人士处独家获悉，高途课堂创始人陈向东日前召开了内部会，会议结果是高途课堂将裁员30%，本周开始执行；同时信息流业务、直播业务全部关停。与之对应的是脉脉上的爆料。一位脉脉用户日前发布了消息：「高途课堂，这么不靠谱吗？发了offer，又通知不招人了」，其评论区有数条回应表示遇到了类似问题。另一位脉脉用户透露：“高途课堂hc冻结了，应届生offer几乎算是被收回了”。脉脉截图在高途课堂（即“跟谁学”）刚披露的一季报中，业绩经历了双杀，不仅净利润由同期的盈利1.48亿元变为亏损14亿元，付费课程学员数也出现不同程度下滑。所以当日盘前直接大跌12%，股价创下16.13美元的新低。要知道，去年其股价到过150美金。与此同时，36氪还独家了解到，字节跳动旗下的教育业务近几周频繁召开高层会，教育业务即将进行大范围架构调整。一位知情人士对36氪称，接下来就是裁员。虽然事出突然，但并非无迹可寻。近几个月教育行业监管趋严，日前曾流传出「教培机构不许上市」的言论。如果传言为真，教育业务则将成为未来拖累字节跳动上市的累赘。此外，据脉脉用户爆料：“作业帮裁员”，“网易有道要裁员了，果然k12公司都逃不过一劫”；同时36氪从一位行业人士处了解到：镇江学而思被通知暂停招聘动作，南京学而思对大四全职招聘已暂停，对外口径为“已招满”，目前只招聘暑期兼职。“按照目前的情况，今年暑期全行业岗位裁减可能会超过10万个。”一位在线教育公司的高管告诉36氪。这个在2020年风头无二的行业，直接从爆发期进入了生死转折点。本周一，一张「假期不许开课」、「培训机构不上市」、「不许打广告」的截图在业内流传。当天中概股集体下跌，一天内中概股教育头部企业总计蒸发近79亿美元，折合人民币509亿元。二级市场股价的萎靡不振也传递到一级市场，多位投资人对36氪重申了“暂时要规避这个行业，这次比较不一样”。另一位知名投资人更是直接放弃了已准备投资的教育项目，该项目营收过10亿。值得一提的是，也有某家教育公司，虽然此前经历过国内资本市场尝试，但最近也临时突然叫停了所有IPO宣发，只希望秘密递交招股书。“以前是有多大声恨不得全喊出来，现在是能多低调就多低调。”一位基金人士告诉36氪。之前传言虽然海淀区教委立即辟谣「暑期不许开课」消息不实，但「在线教育裁员潮」话题已经开始在脉脉上发酵。在这一轮监管风暴之下，没有企业能幸免。从今年年初开始，「广告合规问题」打响了在线教育行业强监管的第一枪，紧接着「双减趋紧」、「预收费问题」、「教师资质问题」等监察轮番来袭。如果说上述监管主要是让行业走向「合规」与「合法」，那「不许上市」、「不许投广告」这两则传言则将让在线教育行业迅速收缩。最直接带来的就是资本停止投资，企业裁员求生。当一波接一波的监管落地、行业前途面临着极大的不确定性之际，资本会立即停止投资，甚至撤资止损。同时又由于在线教育尚处于新兴阶段，市场尚在高速发展期，各家企业在过去几年都是亏损状态。一旦融资和上市通道关闭，企业没有新的现金流，裁员是必然选择。“算一笔账的话，假设一个头部公司为暑假储备一万个辅导老师，人均工资 8000 的话带上五险一金之类的，这个公司一个月付出的人力成本就是一个多亿。没有融资、监管收紧的前提下，没人敢这么花钱，不然就是整个公司一起垮掉。”一位教育行业的投资人告诉36氪。据36氪了解到，在线教育行业的广告内容和渠道规模都在日渐缩紧：今年2月，在线教育的品牌广告陆续从央视消失；日前分众等渠道也停止了教育行业的品牌投放。种种表现，与「三不传言」中的「不许打广告」吻合。一位在线教育从业者告诉36氪：“外部渠道缩紧是一方面，目前还能投的渠道里的物料也非常谨慎。不让宣传老师了，名师这些词都不能用，方案全部大改，写新方案的时候还要互相提醒：你今天写的东西犯（广告）法了吗？GR、法务、PR轮流把物料审好几遍，就这样还是不太敢投，害怕被罚。”由于在线教育公司没有线下门店，招生的主渠道为广告投放，广告停投意味着核心拉新渠道消失，直接导致各家公司为暑期储备的老师需要大面积裁撤。教育行业辅导老师的招培期为2-3个月，所以企业会提前储备老师，校招会更早进行，通常五月底就完成旺季的招聘目标。广告停投之后，收缩规模、裁撤储备的暑期老师首当其冲。“虽然企业也会做一些运营动作，比如老带新啊裂变啊，但是都没这么快能把用户量做起来，从活下去的角度来看，肯定是先裁员节省成本，不然就是整个公司全部覆灭。这个暑假过去，大公司能不能活不一定，但在线教育行业应该就没有小公司了，小公司熬不过去的。”一位教育行业的投资人告诉36氪。“如果裁员发生，重灾区会是应届生。”行业人士告诉36氪：“各家（在线教育公司）的辅导老师基地都设在武汉、西安、长沙这种高校密集的城市嘛，去年疫情爆发之后，应届生不太好找工作，所以各家每年都在大批量招应届生，所以裁（员）起来的话，应届生被收回的offer应该最多。”「靴子」还未落地，一切尚待观察。只是从行业各家的动作来看，在线教育行业已经到了生死转折点，每一家都急需缩小规模、以换取更长的喘息时间、等待政策明朗的那一天。一周前，据「Tech星球」报道：VIPKID多项业务收缩或关停，大规模业务调整涉及到的裁员比例高达50%。那个时候，行业还在为VIPKID调头慢而叹惋。没有人预料到，原来这是在线教育行业裁员潮的「开幕式」。","news_type":1,"symbols_score_info":{"01797":0.9,"09901":0.9,"DAO":0.9,"EDU":0.9,"FHS":0.9,"GOTU":0.9,"TAL":0.9,"YQ":0.9}},"isVote":1,"tweetType":1,"viewCount":1493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":320879026,"gmtCreate":1615085304265,"gmtModify":1703484605277,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"<a 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因为我可以看到未来"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":139461085,"gmtCreate":1621650673247,"gmtModify":1621650673247,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"可以毫不客气的说，小米无论做什么都像模仿华为产品的拙劣的山寨地摊货，永远在模仿，从来没被认可和赢得名声","listText":"可以毫不客气的说，小米无论做什么都像模仿华为产品的拙劣的山寨地摊货，永远在模仿，从来没被认可和赢得名声","text":"可以毫不客气的说，小米无论做什么都像模仿华为产品的拙劣的山寨地摊货，永远在模仿，从来没被认可和赢得名声","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/139461085","repostId":"1140971700","repostType":4,"repost":{"id":"1140971700","kind":"news","pubTimestamp":1621867501,"share":"https://ttm.financial/m/news/1140971700?lang=&edition=full","pubTime":"2021-05-24 22:45","market":"hk","language":"zh","title":"雷军、余承东，老对手决战汽车新战场","url":"https://stock-news.laohu8.com/highlight/detail?id=1140971700","media":"连线Insight","summary":"华为“战神”余承东，又换岗位了。5月18日，华为内部发文进行多项人事调整，免去余承东华为云CEO职位，改任智能汽车解决方案BU CEO，原消费者BG CEO职务不变。一纸通告，正式宣布余承东掌管智能汽","content":"<p>华为“战神”余承东，又换岗位了。</p><p>5月18日，华为内部发文进行多项人事调整，免去余承东华为云CEO职位，改任智能汽车解决方案BU CEO，原消费者BG CEO职务不变。</p><p>一纸通告，正式宣布余承东掌管智能汽车业务，而这一决议，对余承东来说，也并不意外。</p><p>早在去年底，华为在心声社区发布了《关于智能汽车部件业务管理的决议》，其中将智能汽车解决方案BU的业务管辖关系，从ICT业务管理委员会调整到消费者业务管理委员会，并任命汪涛为消费者业务管理委员会成员。</p><p>同时，华为指出重组消费者BG IRB为智能终端与智能汽车部件IRB，将智能汽车部件业务的投资决策及组合管理由ICT IRB调整到智能终端与智能汽车部件IRB，任命余承东为智能终端与智能汽车部件IRB主任。</p><p><img src=\"https://static.tigerbbs.com/31c9993ad41c25c81f704a008215246d\" tg-width=\"550\" tg-height=\"642\" referrerpolicy=\"no-referrer\">华为EMT决议【2020】007号，图源未来汽车日报</p><p>如今，余承东正式兼任智能汽车解决方案BU CEO，足以说明华为对智能汽车业务的重视。</p><p>在智能汽车这个新战场上，余承东也将再次遇到老对手雷军。</p><p>同样作为手机厂商的小米，在今年3月举办的春季新品发布会上，正式宣布进军汽车行业。</p><p>“这将是我人生中最后一次重要的创业项目，我深知做出这个决定对我来说意味着什么，但我愿意压上人生所有积累的战绩和声誉，为小米汽车而战。”小米创始人雷军在发布会上表示。</p><p>不同于华为将自身定位为Tier1（一级供应商），帮助车企造好车，小米选择亲自下场造车，并由雷军亲自带队，首期投资为100亿元人民币，预计未来10年投资100亿美元。</p><p>一直以来，在手机领域华为总压着小米一头，如今华为被接连打压之下，小米成功抢下了华为丢失的部分市场。</p><p>但在智能汽车领域，自雷军官宣入场造车后，小米汽车再无半点声响，反倒是不造车的华为，不仅与极狐汽车共同推出了华为HI版的极狐阿尔法S，还在华为手机体验店内卖起了电动汽车。</p><p><img src=\"https://static.tigerbbs.com/ea93c539b2589069c0b7bc442e788e43\" tg-width=\"550\" tg-height=\"243\" referrerpolicy=\"no-referrer\">极狐阿尔法S华为HI版，图源极狐官网</p><p>作为手机厂商，小米与华为选择切入智能汽车领域，均是想打通智能汽车与手机，以及整个智能生态链条，而两者基因不同，也注定打法迥异。</p><p>当前来看，华为抢先一步，与各大车企打得火热，小米则慢了一步，但不可否认小米拥有后发制人的潜力，雷军就曾多次力挽狂澜将小米手机从生死线上救回来。</p><p>狭路相逢勇者胜。今后，雷军与余承东，作为各自的领头者，势必将在智能汽车领域频频交手。余承东能否再现手机领域的辉煌，将汽车业务打造成华为第二大现金牛？雷军又能否再次后发制人，在智能汽车领域抢下一块领地？</p><p><b>1</b>&nbsp;<b>汽车新战场：华为风头正盛、小米暂时沉寂</b></p><p>“谁再建言造车，干扰公司，可调离岗位，另外寻找岗位。”华为创始人任正非多次强调华为不造车。</p><p>华为的确不下场造车，但其已经深入了汽车产业链，甚至在自家手机门店卖起了车。</p><p>据腾讯深网报道，华为上线销售的第一款汽车赛力斯华为智选SF5，目前一个月预定量已超过6500台。</p><p>成都万象城体验店销售人员表示，每天到店咨询车的人很多，因为订单实在太多，产量不足，五月份的订单至少需要到六月中旬才能拿到车。</p><p>在赛力斯身上，华为不仅实现了“帮助企业造好车”的想法，也为自己带来了更多的营收。</p><p><img src=\"https://static.tigerbbs.com/9349fd35496f62baaa3e292811019e93\" tg-width=\"550\" tg-height=\"326\" referrerpolicy=\"no-referrer\">赛力斯SF5，图源华为官网</p><p>作为华为首款深度合作的智能汽车，赛力斯SF5搭载了华为DriveONE三合一电驱动系统、华为HiCar解决方案，融合了华为在智能汽车领域的重要技术。</p><p>东风小康汽车有限公司副总经理、销售公司总经理张正源曾表示，“小康是目前和华为合作得最快、最多的车企。”</p><p>据未来汽车日报报道，“华为与小康合作属于各取所需，合作过程中华为方面相对强势。华为需要的是尽可能多搭载自家产品，强调合作主动权。”</p><p>在逐渐失去手机阵地后，华为的确需要快速打造出一个合作标杆，以此促进与更多车企达成合作，而直接参与到销售环节，也为华为增加了营收渠道。</p><p>据腾讯深网报道，余承东在公司内部定下了明年销售30万台的目标，如果按照每台车1万元的利润核算，这将为华为带来30亿元的新增利润。</p><p>除了与赛力斯深度合作，华为也与北汽、长安等车企签订了合作协议。上个月，北汽旗下新能源汽车品牌极狐正式发布纯电轿车阿尔法S，其中搭载华为HI基础版车型，支持高速道路自动驾驶，高阶版车型则支持城市道路自动驾驶。</p><p>华为与极狐合作打造的阿尔法S，重点在其搭载了华为的ADC高阶自动驾驶系统，这是华为自动驾驶技术首次落地，也是华为初次展现L4级的自动驾驶能力。</p><p><img src=\"https://static.tigerbbs.com/abc95ce0c06ea51ce5fb9a7424cf9d45\" tg-width=\"550\" tg-height=\"567\" referrerpolicy=\"no-referrer\">极狐阿尔法S华为HI参数表，图源极狐官网</p><p>从赛力斯到极狐阿尔法S，可以看到华为在智能汽车领域布局较广，几乎涉猎了汽车电子的各个环节。</p><p>华为智能汽车解决方案BU总裁王军曾多次强调，“华为的汽车业务不只有自动驾驶，而是从硬件设计到软件开发全栈技术自研。”</p><p>相较华为急于从汽车业务中赚钱，进而弥补手机业务的营收下滑，小米自从宣布入局汽车领域后，一直显得有些慢悠悠，至今还未公开造车的相关细节。</p><p>最新动态是，5月10日，据华尔街见闻报道，原小米大家电部总经理李肖爽转岗负责小米汽车业务，同时还有数名高管调岗小米汽车业务线。</p><p>知情人士表示，“集团内部转岗汽车业务线，有三条标准：1、人员原工作必须偏技术和研发方向；2、原部门团队业务稳定；3、原业务部门领导人有合适的替代人选。”同时，小米集团早期员工和“已离职原重要核心高管”也会加入小米汽车。</p><p>不过，李肖爽转岗负责小米汽车业务的消息，很快被其本人回复为“不实消息”，而已离职的原重要核心高管，至今也未有下文。</p><p>有关小米汽车的消息，当前也仅有零星的一些消息。</p><p>此前，雷军在一场直播中专门聊起了小米造车的话题，在被问到小米汽车是否会用小米现有品牌和Logo，还是新建一个品牌时，雷军表示在设计新Logo时，造车还没有立项，所以是否用小米的Logo在汽车上，小米内部还存在分歧。</p><p>在这场直播开始前，雷军也在社交平台上发起了有关小米汽车品牌的投票，共有1.9万名网友投票，结果显示1.2万人希望小米继续使用“小米”作为汽车品牌，6897人希望重新成立品牌造车。</p><p><img src=\"https://static.tigerbbs.com/cb5f73a6f45267556c0c00c82be556a3\" tg-width=\"550\" tg-height=\"231\" referrerpolicy=\"no-referrer\">雷军发起的投票，图源雷军微博</p><p>除此之外，在车型和价格上，雷军也给出了投票结果，即10-30万之间，可能是轿车或者SUV。在接受央视采访时，雷军也表示造车周期比较长，最快也需要三年时间。</p><p>小米在造车上迟迟没有新进展，也是因为其在自动驾驶、汽车智能化、车联网领域没有什么积累，同时手机领域的经验也无法复用到汽车领域。</p><p>为此，外界传言小米将通过收购一家车企来切入，此前小米与宝沃的“绯闻”也流传开来，但当前依旧没有最终落地。</p><p>可见，当前在汽车业务上，余承东带领的华为走在了前列，雷军带领的小米明显处于落后状态，但这仅是暂时状态，今后在智能汽车新战场上，余承东与雷军势必将频频“亮剑”。</p><p><b>2</b>&nbsp;<b>老对手再交锋</b></p><p>华为与小米，作为以手机为核心的两大消费电子巨头，在全球市场都有着举足轻重的地位，而雷军和余承东正是各自的关键人物。</p><p>某种程度上，如果没有雷军和余承东，华为和小米的手机业务或许不会如此耀眼，如今这两位关键人物又扛起了汽车业务的大旗。</p><p>小米汽车业务由雷军亲自带队，他将汽车业务称为人生中最后一次重大的创业项目，可见其重视程度，华为近期也将余承东放在汽车业务的一把手位置。</p><p>在华为的组织架构中，BG（业务群）的层级会高于BU（业务单元）。此次，余承东作为华为消费者BG的CEO，又兼任了智能汽车解决方案BU CEO，可见华为内部对这一业务的重视。</p><p>过去多年，华为与小米互为对手，在手机市场历经多次交锋，两家均有过至暗时刻，而余承东和雷军则分别带领华为和小米走出阴霾。</p><p><img src=\"https://static.tigerbbs.com/91326d2759576faa5323b86bdb71ea3e\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p><p>此前，在非智能机时代，华为只是一家低端贴牌手机厂商，渠道也只面向运营商，在2009年，任正非甚至考虑过将手机终端业务整体出售。</p><p>余承东的出现，逆转了原先处于边缘的华为手机业务。他上任后，直接砍掉了华为3000万部低端手机，这也是华为放弃运营商渠道的开端。</p><p>尽管从现在来看，余承东的这一决策可谓英明果断，但当时华为的突然转型，毫无疑问遇到了重创。</p><p>由于取消贴牌定制机的决策，华为直接得罪了包括英国沃达丰、法国电信等在内的一众欧洲运营商客户，其纷纷选择终止合作，而因为运营商的抵制，2012年华为终端销量也从上一年的1.5亿台，降为1.2亿台。</p><p>值得注意的是，这一年正是智能手机换机大潮的到来时刻，小米、OPPO、vivo等手机厂商借此蓬勃发展。</p><p>据小米原联合创始人黎万强证实，2012年小米手机总出货量达719万台，销售额（含税）达126亿元，其中小米网销售的小米手机占比达到70%。这是一家仅成立两年的公司，给出的战绩。</p><p>余承东自然注意到了小米的崛起，并考虑是否单独做个品牌和小米竞争，但华为自身手机业务转型未见成效，这一提议直接被华为高层否决。</p><p>好在转机很快出现。2013年6月，华为在伦敦发布的定位中高端人群手机P6，主打技术创新，销量一举超过400万台，这不仅意味着华为手机开始赚钱了，也表示余承东的改革有了成效。</p><p>自此，华为高层对手机业务转变了态度，也同意将原有产品系列荣耀独立成一个新品牌，小米与荣耀的“恩怨”就此开始。</p><p><img src=\"https://static.tigerbbs.com/b77a26808b55bcb8f5da311ba843b38b\" tg-width=\"550\" tg-height=\"556\" referrerpolicy=\"no-referrer\">图源荣耀官网</p><p>2014年，红米Note系列诞生时，slogan为“永远相信美好的事情即将发生”。两天后，荣耀3X手机就将slogan定为“更美好的事情已经发生”，两方可谓互相“碰瓷”。</p><p>雷军或许没想到，当时小米虽然靠着营销冲上了国内销量第一的宝座，但对供应链的管理不慎成为一个“不定时炸弹”。</p><p>2016年，供应链这个“不定时炸弹”爆炸了，当年小米智能手机全球出货量同比下滑25%，中国市场出货量同比下跌达36%，在当年IDC发布的全球智能手机出货量榜单中，小米直接被归为“其他”。</p><p>“救火队长”雷军亲自上阵，当年5月他接替小米联合创始人、供应链负责人周光平，直接管理手机产品研发和供应链，并在手机部、供应链、小米网销售团队分别组建专门的参谋规划协调部门，由这100人的协同团队帮助他协调整个产供销体系联合作战。</p><p>为了补供应链的课，雷军还亲自到访三星总部，希望对方供应屏幕；在渠道上，小米总裁林斌开始大规模开线下店；国际化上，印度市场则撑起了半边天，一度成为小米除中国外的第二大市场。</p><p>多年后，雷军在央视《遇见大咖》节目中透露，那段时间，他三分钟吃一顿午饭，从早上九点上班到凌晨一两点还坐在会议室里，最多时一天开了23个会。</p><p>正是因为雷军的“劳模”风格，小米最终挺了过来，重新拿回了丢失的市场份额。“世界上没有任何一家手机公司在销量下滑后能够成功逆转的，除了小米。”雷军曾如此表示。</p><p>由此，雷军也获得了“救火队长”与“劳模”的称谓，而余承东则扛起了被华为内部称为“圣无线，神终端”的两大重要业务。</p><p>可见，不管是雷军还是余承东，各自能力均得到了充分展现，但原先的打法，在汽车领域依然有用吗？</p><p>这或许是个未知数，但可以肯定的是，两位关键人物的新交锋已然开启。</p><p><b>3</b>&nbsp;<b>手机圈的打法，能用在汽车行业吗？</b></p><p>小米汽车，会是年轻人的第一辆车吗？</p><p>虽然小米还没任何实质造车的影子，但自从小米公开造车后，雷军有关小米智能汽车的微博评论中，不乏有众多年轻人讨论小米汽车。</p><p>在4月6日的直播活动中，雷军也连发多条微博，为小米汽车造势。但小米此前熟悉的营销策略，适合汽车领域吗？</p><p><img src=\"https://static.tigerbbs.com/25e80eb91a66659356d23461e1ee4e38\" tg-width=\"550\" tg-height=\"340\" referrerpolicy=\"no-referrer\">雷军发起的投票，图源雷军微博</p><p>2010年，雷军成立小米后，开始通过互联网模式改造智能手机行业，不同于其他手机厂商通过运营商渠道和线下渠道售卖手机，小米直接在其官网通过限量抢购的形式售卖手机。</p><p>简单来说，小米采用了极致性价比与饥饿营销的方式，突出其智能手机供不应求。一方面极致性价比的确促使部分消费者抢购小米手机，另一方面饥饿营销的策略也让小米手机名声大噪，在消费者心中快速建立起认知。</p><p>与此同时，消费者的预购订单，也让小米不断优化生产端，在一定程度上避免供大于求的窘境。</p><p>然而，汽车不是手机，不仅价格相差几十倍，消费者的决策周期也更长。</p><p>极致性价比或许可以吸引一批消费者，但考虑到汽车业务投资巨大，小米难以继续保证在手机领域综合净利率5%的承诺，而一旦小米汽车价格与其他品牌车企相差不大，这或将大幅降低消费者的购买意愿。</p><p>另一方面，相比消费者更想快速抢到手机产品，汽车产品本就有一定时长的提车期限。特别是遇到销售火爆的车型，更会延长提车周期。</p><p>今年初，特斯拉Model Y最高降价16.51万元后，一时间引来抢购热潮。在正式开售仅6天后，特斯拉中国官网就显示Model Y长续航版预计交付日期变更为2021年二季度。这相当于要等三个月，消费者才能拿到属于自己的汽车。</p><p><img src=\"https://static.tigerbbs.com/0b1fa0192acf8af10d94366d6ffac9f9\" tg-width=\"550\" tg-height=\"682\" referrerpolicy=\"no-referrer\">特斯拉Model Y交付时间，图源特斯拉官网</p><p>从特斯拉案例或许可以说明，小米在手机业务上的营销策略并不适用汽车，因为汽车本就有较长的提车周期，而且消费者购买某个品牌的汽车也会经过多方考量，很少有冲动型消费。</p><p>不过，小米也不只有性价比与饥饿营销的策略，这些年其培养的米粉文化，也是支撑小米屹立不倒的重要因素。</p><p>去年初，MIUI 12发布后，由于参与尝鲜人数过多，直接导致小米社区无法正常显示。在一定程度上，这些米粉也成为了维持小米销量的重要力量，这或许也将成为小米汽车的主要消费力。</p><p>不同于小米还在通过营销为小米汽车造势，华为已经开始“出车”，并且想要成为汽车领域的“安卓系统”，意图复制谷歌在移动互联网领域的软硬件生态圈。</p><p>在手机领域，华为目前既有鸿蒙操作系统，也有麒麟芯片。不考虑其他因素，华为在技术上的确具备了与谷歌一拼的能力。</p><p>当前，在智能汽车领域，华为也有HiCar、鸿蒙OS系统、高精度地图，以及激光雷达、毫米波雷达等智能化部件，足以为传统车企提供整套智能化体系。</p><p>不过，汽车行业在广度、深度上都比手机行业复杂得多，华为也不是传统车企的唯一选择。</p><p>连线出行在《想赚车企的钱，互联网巨头凭什么？》一文中提到，今年上海车展期间，不仅有华为、百度、滴滴、大疆等一众科技互联网巨头推出智能汽车解决方案，而且众多传统车企也在自主研发智能化体系。</p><p><img src=\"https://static.tigerbbs.com/580e9ea6082f2578da97090ce5588d18\" tg-width=\"550\" tg-height=\"332\" referrerpolicy=\"no-referrer\"></p><p>也就是说，智能化作为未来汽车的发展方向，传统车企不会轻易将这一关键领域交给第三方公司。</p><p>据36氪报道，曾参与北汽极狐项目的前BU员工表示，双方合作期间，华为生态并没有很好的应用。“传统车企对华为还有提防的心态，这导致华为很多优势发挥不出来。”</p><p>从目前华为已经展示合作成果的企业来看，无论是小康股份还是北汽，其品牌都相对弱势，与华为合作属于各取所需。</p><p>尽管华为一再强调与车企没有竞争关系，都是客户，但车企难免没有防备心。同时据财经十一人报道，据华为员工表示，华为没有立刻造车，钱确实是制约因素之一，“过了这段时间，那就不好说了。”</p><p>眼下，无论是小米还是华为，其在手机市场常用的策略，在汽车市场都不一定适用。今后两家要想啃下汽车业务，不仅将与互联网企业争斗，还将与传统车企以及汽车供应商竞争。</p><p>这场新战争的厮杀程度，或许会比手机领域更为惨烈。雷军、余承东这两位“新人”，能否再创手机行业的辉煌战绩，暂时还不可知。但可以预见，他们依然会使出浑身解数抢市场，而这个过程，也势必将出现很多精彩的故事。</p>","source":"lsy1575625456531","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>雷军、余承东，老对手决战汽车新战场</title>\n<style 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}\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雷军、余承东，老对手决战汽车新战场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-24 22:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.sina.com.cn/tech/csj/2021-05-21/doc-ikmyaawc6708777.shtml><strong>连线Insight</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>华为“战神”余承东，又换岗位了。5月18日，华为内部发文进行多项人事调整，免去余承东华为云CEO职位，改任智能汽车解决方案BU CEO，原消费者BG CEO职务不变。一纸通告，正式宣布余承东掌管智能汽车业务，而这一决议，对余承东来说，也并不意外。早在去年底，华为在心声社区发布了《关于智能汽车部件业务管理的决议》，其中将智能汽车解决方案BU的业务管辖关系，从ICT业务管理委员会调整到消费者业务管理...</p>\n\n<a href=\"http://finance.sina.com.cn/tech/csj/2021-05-21/doc-ikmyaawc6708777.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1000e42c9831759074c9b56397167da6","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://finance.sina.com.cn/tech/csj/2021-05-21/doc-ikmyaawc6708777.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140971700","content_text":"华为“战神”余承东，又换岗位了。5月18日，华为内部发文进行多项人事调整，免去余承东华为云CEO职位，改任智能汽车解决方案BU CEO，原消费者BG CEO职务不变。一纸通告，正式宣布余承东掌管智能汽车业务，而这一决议，对余承东来说，也并不意外。早在去年底，华为在心声社区发布了《关于智能汽车部件业务管理的决议》，其中将智能汽车解决方案BU的业务管辖关系，从ICT业务管理委员会调整到消费者业务管理委员会，并任命汪涛为消费者业务管理委员会成员。同时，华为指出重组消费者BG IRB为智能终端与智能汽车部件IRB，将智能汽车部件业务的投资决策及组合管理由ICT IRB调整到智能终端与智能汽车部件IRB，任命余承东为智能终端与智能汽车部件IRB主任。华为EMT决议【2020】007号，图源未来汽车日报如今，余承东正式兼任智能汽车解决方案BU CEO，足以说明华为对智能汽车业务的重视。在智能汽车这个新战场上，余承东也将再次遇到老对手雷军。同样作为手机厂商的小米，在今年3月举办的春季新品发布会上，正式宣布进军汽车行业。“这将是我人生中最后一次重要的创业项目，我深知做出这个决定对我来说意味着什么，但我愿意压上人生所有积累的战绩和声誉，为小米汽车而战。”小米创始人雷军在发布会上表示。不同于华为将自身定位为Tier1（一级供应商），帮助车企造好车，小米选择亲自下场造车，并由雷军亲自带队，首期投资为100亿元人民币，预计未来10年投资100亿美元。一直以来，在手机领域华为总压着小米一头，如今华为被接连打压之下，小米成功抢下了华为丢失的部分市场。但在智能汽车领域，自雷军官宣入场造车后，小米汽车再无半点声响，反倒是不造车的华为，不仅与极狐汽车共同推出了华为HI版的极狐阿尔法S，还在华为手机体验店内卖起了电动汽车。极狐阿尔法S华为HI版，图源极狐官网作为手机厂商，小米与华为选择切入智能汽车领域，均是想打通智能汽车与手机，以及整个智能生态链条，而两者基因不同，也注定打法迥异。当前来看，华为抢先一步，与各大车企打得火热，小米则慢了一步，但不可否认小米拥有后发制人的潜力，雷军就曾多次力挽狂澜将小米手机从生死线上救回来。狭路相逢勇者胜。今后，雷军与余承东，作为各自的领头者，势必将在智能汽车领域频频交手。余承东能否再现手机领域的辉煌，将汽车业务打造成华为第二大现金牛？雷军又能否再次后发制人，在智能汽车领域抢下一块领地？1 汽车新战场：华为风头正盛、小米暂时沉寂“谁再建言造车，干扰公司，可调离岗位，另外寻找岗位。”华为创始人任正非多次强调华为不造车。华为的确不下场造车，但其已经深入了汽车产业链，甚至在自家手机门店卖起了车。据腾讯深网报道，华为上线销售的第一款汽车赛力斯华为智选SF5，目前一个月预定量已超过6500台。成都万象城体验店销售人员表示，每天到店咨询车的人很多，因为订单实在太多，产量不足，五月份的订单至少需要到六月中旬才能拿到车。在赛力斯身上，华为不仅实现了“帮助企业造好车”的想法，也为自己带来了更多的营收。赛力斯SF5，图源华为官网作为华为首款深度合作的智能汽车，赛力斯SF5搭载了华为DriveONE三合一电驱动系统、华为HiCar解决方案，融合了华为在智能汽车领域的重要技术。东风小康汽车有限公司副总经理、销售公司总经理张正源曾表示，“小康是目前和华为合作得最快、最多的车企。”据未来汽车日报报道，“华为与小康合作属于各取所需，合作过程中华为方面相对强势。华为需要的是尽可能多搭载自家产品，强调合作主动权。”在逐渐失去手机阵地后，华为的确需要快速打造出一个合作标杆，以此促进与更多车企达成合作，而直接参与到销售环节，也为华为增加了营收渠道。据腾讯深网报道，余承东在公司内部定下了明年销售30万台的目标，如果按照每台车1万元的利润核算，这将为华为带来30亿元的新增利润。除了与赛力斯深度合作，华为也与北汽、长安等车企签订了合作协议。上个月，北汽旗下新能源汽车品牌极狐正式发布纯电轿车阿尔法S，其中搭载华为HI基础版车型，支持高速道路自动驾驶，高阶版车型则支持城市道路自动驾驶。华为与极狐合作打造的阿尔法S，重点在其搭载了华为的ADC高阶自动驾驶系统，这是华为自动驾驶技术首次落地，也是华为初次展现L4级的自动驾驶能力。极狐阿尔法S华为HI参数表，图源极狐官网从赛力斯到极狐阿尔法S，可以看到华为在智能汽车领域布局较广，几乎涉猎了汽车电子的各个环节。华为智能汽车解决方案BU总裁王军曾多次强调，“华为的汽车业务不只有自动驾驶，而是从硬件设计到软件开发全栈技术自研。”相较华为急于从汽车业务中赚钱，进而弥补手机业务的营收下滑，小米自从宣布入局汽车领域后，一直显得有些慢悠悠，至今还未公开造车的相关细节。最新动态是，5月10日，据华尔街见闻报道，原小米大家电部总经理李肖爽转岗负责小米汽车业务，同时还有数名高管调岗小米汽车业务线。知情人士表示，“集团内部转岗汽车业务线，有三条标准：1、人员原工作必须偏技术和研发方向；2、原部门团队业务稳定；3、原业务部门领导人有合适的替代人选。”同时，小米集团早期员工和“已离职原重要核心高管”也会加入小米汽车。不过，李肖爽转岗负责小米汽车业务的消息，很快被其本人回复为“不实消息”，而已离职的原重要核心高管，至今也未有下文。有关小米汽车的消息，当前也仅有零星的一些消息。此前，雷军在一场直播中专门聊起了小米造车的话题，在被问到小米汽车是否会用小米现有品牌和Logo，还是新建一个品牌时，雷军表示在设计新Logo时，造车还没有立项，所以是否用小米的Logo在汽车上，小米内部还存在分歧。在这场直播开始前，雷军也在社交平台上发起了有关小米汽车品牌的投票，共有1.9万名网友投票，结果显示1.2万人希望小米继续使用“小米”作为汽车品牌，6897人希望重新成立品牌造车。雷军发起的投票，图源雷军微博除此之外，在车型和价格上，雷军也给出了投票结果，即10-30万之间，可能是轿车或者SUV。在接受央视采访时，雷军也表示造车周期比较长，最快也需要三年时间。小米在造车上迟迟没有新进展，也是因为其在自动驾驶、汽车智能化、车联网领域没有什么积累，同时手机领域的经验也无法复用到汽车领域。为此，外界传言小米将通过收购一家车企来切入，此前小米与宝沃的“绯闻”也流传开来，但当前依旧没有最终落地。可见，当前在汽车业务上，余承东带领的华为走在了前列，雷军带领的小米明显处于落后状态，但这仅是暂时状态，今后在智能汽车新战场上，余承东与雷军势必将频频“亮剑”。2 老对手再交锋华为与小米，作为以手机为核心的两大消费电子巨头，在全球市场都有着举足轻重的地位，而雷军和余承东正是各自的关键人物。某种程度上，如果没有雷军和余承东，华为和小米的手机业务或许不会如此耀眼，如今这两位关键人物又扛起了汽车业务的大旗。小米汽车业务由雷军亲自带队，他将汽车业务称为人生中最后一次重大的创业项目，可见其重视程度，华为近期也将余承东放在汽车业务的一把手位置。在华为的组织架构中，BG（业务群）的层级会高于BU（业务单元）。此次，余承东作为华为消费者BG的CEO，又兼任了智能汽车解决方案BU CEO，可见华为内部对这一业务的重视。过去多年，华为与小米互为对手，在手机市场历经多次交锋，两家均有过至暗时刻，而余承东和雷军则分别带领华为和小米走出阴霾。此前，在非智能机时代，华为只是一家低端贴牌手机厂商，渠道也只面向运营商，在2009年，任正非甚至考虑过将手机终端业务整体出售。余承东的出现，逆转了原先处于边缘的华为手机业务。他上任后，直接砍掉了华为3000万部低端手机，这也是华为放弃运营商渠道的开端。尽管从现在来看，余承东的这一决策可谓英明果断，但当时华为的突然转型，毫无疑问遇到了重创。由于取消贴牌定制机的决策，华为直接得罪了包括英国沃达丰、法国电信等在内的一众欧洲运营商客户，其纷纷选择终止合作，而因为运营商的抵制，2012年华为终端销量也从上一年的1.5亿台，降为1.2亿台。值得注意的是，这一年正是智能手机换机大潮的到来时刻，小米、OPPO、vivo等手机厂商借此蓬勃发展。据小米原联合创始人黎万强证实，2012年小米手机总出货量达719万台，销售额（含税）达126亿元，其中小米网销售的小米手机占比达到70%。这是一家仅成立两年的公司，给出的战绩。余承东自然注意到了小米的崛起，并考虑是否单独做个品牌和小米竞争，但华为自身手机业务转型未见成效，这一提议直接被华为高层否决。好在转机很快出现。2013年6月，华为在伦敦发布的定位中高端人群手机P6，主打技术创新，销量一举超过400万台，这不仅意味着华为手机开始赚钱了，也表示余承东的改革有了成效。自此，华为高层对手机业务转变了态度，也同意将原有产品系列荣耀独立成一个新品牌，小米与荣耀的“恩怨”就此开始。图源荣耀官网2014年，红米Note系列诞生时，slogan为“永远相信美好的事情即将发生”。两天后，荣耀3X手机就将slogan定为“更美好的事情已经发生”，两方可谓互相“碰瓷”。雷军或许没想到，当时小米虽然靠着营销冲上了国内销量第一的宝座，但对供应链的管理不慎成为一个“不定时炸弹”。2016年，供应链这个“不定时炸弹”爆炸了，当年小米智能手机全球出货量同比下滑25%，中国市场出货量同比下跌达36%，在当年IDC发布的全球智能手机出货量榜单中，小米直接被归为“其他”。“救火队长”雷军亲自上阵，当年5月他接替小米联合创始人、供应链负责人周光平，直接管理手机产品研发和供应链，并在手机部、供应链、小米网销售团队分别组建专门的参谋规划协调部门，由这100人的协同团队帮助他协调整个产供销体系联合作战。为了补供应链的课，雷军还亲自到访三星总部，希望对方供应屏幕；在渠道上，小米总裁林斌开始大规模开线下店；国际化上，印度市场则撑起了半边天，一度成为小米除中国外的第二大市场。多年后，雷军在央视《遇见大咖》节目中透露，那段时间，他三分钟吃一顿午饭，从早上九点上班到凌晨一两点还坐在会议室里，最多时一天开了23个会。正是因为雷军的“劳模”风格，小米最终挺了过来，重新拿回了丢失的市场份额。“世界上没有任何一家手机公司在销量下滑后能够成功逆转的，除了小米。”雷军曾如此表示。由此，雷军也获得了“救火队长”与“劳模”的称谓，而余承东则扛起了被华为内部称为“圣无线，神终端”的两大重要业务。可见，不管是雷军还是余承东，各自能力均得到了充分展现，但原先的打法，在汽车领域依然有用吗？这或许是个未知数，但可以肯定的是，两位关键人物的新交锋已然开启。3 手机圈的打法，能用在汽车行业吗？小米汽车，会是年轻人的第一辆车吗？虽然小米还没任何实质造车的影子，但自从小米公开造车后，雷军有关小米智能汽车的微博评论中，不乏有众多年轻人讨论小米汽车。在4月6日的直播活动中，雷军也连发多条微博，为小米汽车造势。但小米此前熟悉的营销策略，适合汽车领域吗？雷军发起的投票，图源雷军微博2010年，雷军成立小米后，开始通过互联网模式改造智能手机行业，不同于其他手机厂商通过运营商渠道和线下渠道售卖手机，小米直接在其官网通过限量抢购的形式售卖手机。简单来说，小米采用了极致性价比与饥饿营销的方式，突出其智能手机供不应求。一方面极致性价比的确促使部分消费者抢购小米手机，另一方面饥饿营销的策略也让小米手机名声大噪，在消费者心中快速建立起认知。与此同时，消费者的预购订单，也让小米不断优化生产端，在一定程度上避免供大于求的窘境。然而，汽车不是手机，不仅价格相差几十倍，消费者的决策周期也更长。极致性价比或许可以吸引一批消费者，但考虑到汽车业务投资巨大，小米难以继续保证在手机领域综合净利率5%的承诺，而一旦小米汽车价格与其他品牌车企相差不大，这或将大幅降低消费者的购买意愿。另一方面，相比消费者更想快速抢到手机产品，汽车产品本就有一定时长的提车期限。特别是遇到销售火爆的车型，更会延长提车周期。今年初，特斯拉Model Y最高降价16.51万元后，一时间引来抢购热潮。在正式开售仅6天后，特斯拉中国官网就显示Model Y长续航版预计交付日期变更为2021年二季度。这相当于要等三个月，消费者才能拿到属于自己的汽车。特斯拉Model Y交付时间，图源特斯拉官网从特斯拉案例或许可以说明，小米在手机业务上的营销策略并不适用汽车，因为汽车本就有较长的提车周期，而且消费者购买某个品牌的汽车也会经过多方考量，很少有冲动型消费。不过，小米也不只有性价比与饥饿营销的策略，这些年其培养的米粉文化，也是支撑小米屹立不倒的重要因素。去年初，MIUI 12发布后，由于参与尝鲜人数过多，直接导致小米社区无法正常显示。在一定程度上，这些米粉也成为了维持小米销量的重要力量，这或许也将成为小米汽车的主要消费力。不同于小米还在通过营销为小米汽车造势，华为已经开始“出车”，并且想要成为汽车领域的“安卓系统”，意图复制谷歌在移动互联网领域的软硬件生态圈。在手机领域，华为目前既有鸿蒙操作系统，也有麒麟芯片。不考虑其他因素，华为在技术上的确具备了与谷歌一拼的能力。当前，在智能汽车领域，华为也有HiCar、鸿蒙OS系统、高精度地图，以及激光雷达、毫米波雷达等智能化部件，足以为传统车企提供整套智能化体系。不过，汽车行业在广度、深度上都比手机行业复杂得多，华为也不是传统车企的唯一选择。连线出行在《想赚车企的钱，互联网巨头凭什么？》一文中提到，今年上海车展期间，不仅有华为、百度、滴滴、大疆等一众科技互联网巨头推出智能汽车解决方案，而且众多传统车企也在自主研发智能化体系。也就是说，智能化作为未来汽车的发展方向，传统车企不会轻易将这一关键领域交给第三方公司。据36氪报道，曾参与北汽极狐项目的前BU员工表示，双方合作期间，华为生态并没有很好的应用。“传统车企对华为还有提防的心态，这导致华为很多优势发挥不出来。”从目前华为已经展示合作成果的企业来看，无论是小康股份还是北汽，其品牌都相对弱势，与华为合作属于各取所需。尽管华为一再强调与车企没有竞争关系，都是客户，但车企难免没有防备心。同时据财经十一人报道，据华为员工表示，华为没有立刻造车，钱确实是制约因素之一，“过了这段时间，那就不好说了。”眼下，无论是小米还是华为，其在手机市场常用的策略，在汽车市场都不一定适用。今后两家要想啃下汽车业务，不仅将与互联网企业争斗，还将与传统车企以及汽车供应商竞争。这场新战争的厮杀程度，或许会比手机领域更为惨烈。雷军、余承东这两位“新人”，能否再创手机行业的辉煌战绩，暂时还不可知。但可以预见，他们依然会使出浑身解数抢市场，而这个过程，也势必将出现很多精彩的故事。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":4064,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494280676693116","authorId":"3494280676693116","name":"啊油欧剋","avatar":"https://static.tigerbbs.com/818d7be7a665018c6a05744a3eb8ef89","crmLevel":1,"crmLevelSwitch":0,"idStr":"3494280676693116","authorIdStr":"3494280676693116"},"content":"小米做智能家居说人家杂货铺，华为也跟着，有脸说小米","text":"小米做智能家居说人家杂货铺，华为也跟着，有脸说小米","html":"小米做智能家居说人家杂货铺，华为也跟着，有脸说小米"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320633248,"gmtCreate":1615089805884,"gmtModify":1703484649624,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"<a 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target=\"_blank\" href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a> 这个股票的合理价位应该再跌一半，耐心等着吧，别抱有短期的幻想","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a> 这个股票的合理价位应该再跌一半，耐心等着吧，别抱有短期的幻想","text":"$Teladoc Health Inc.(TDOC)$ 这个股票的合理价位应该再跌一半，耐心等着吧，别抱有短期的幻想","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/145459918","isVote":1,"tweetType":1,"viewCount":2725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":139998538,"gmtCreate":1621581870524,"gmtModify":1621581870524,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"煞有介事，装腔作势","listText":"煞有介事，装腔作势","text":"煞有介事，装腔作势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/139998538","repostId":"1143921562","repostType":2,"isVote":1,"tweetType":1,"viewCount":920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":135793571,"gmtCreate":1622181905493,"gmtModify":1622181905493,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"整个行业已经崩溃了","listText":"整个行业已经崩溃了","text":"整个行业已经崩溃了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/135793571","repostId":"1116530512","repostType":2,"repost":{"id":"1116530512","kind":"news","pubTimestamp":1622177758,"share":"https://ttm.financial/m/news/1116530512?lang=&edition=full","pubTime":"2021-05-28 12:55","market":"hk","language":"zh","title":"生死转折？“在线教育史上最大裁员潮”即将爆发","url":"https://stock-news.laohu8.com/highlight/detail?id=1116530512","media":"36氪","summary":"按照目前的情况，今年暑期全行业岗位裁减可能会超过10万个。","content":"<p>文 ｜彭孝秋</p><p>从知情人士处独家获悉，<a href=\"https://laohu8.com/S/GOTU\">高途</a>课堂创始人陈向东日前召开了内部会，会议结果是高途课堂将裁员30%，本周开始执行；同时信息流业务、直播业务全部关停。</p><p>与之对应的是脉脉上的爆料。一位脉脉用户日前发布了消息：「高途课堂，这么不靠谱吗？发了offer，又通知不招人了」，其评论区有数条回应表示遇到了类似问题。另一位脉脉用户透露：“高途课堂hc冻结了，应届生offer几乎算是被收回了”。</p><p><img src=\"https://static.tigerbbs.com/56833df60572bb9c4d5ea89839abaced\" tg-width=\"636\" tg-height=\"246\" referrerpolicy=\"no-referrer\"></p><p>脉脉截图</p><p>在高途课堂（即“<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>”）刚披露的一季报中，业绩经历了双杀，不仅净利润由同期的盈利1.48亿元变为亏损14亿元，付费课程学员数也出现不同程度下滑。所以当日盘前直接大跌12%，股价创下16.13美元的新低。要知道，去年其股价到过150美金。</p><p>与此同时，<a href=\"https://laohu8.com/S/KRKR\">36氪</a>还独家了解到，字节跳动旗下的教育业务近几周频繁召开高层会，教育业务即将进行大范围架构调整。一位知情人士对36氪称，接下来就是裁员。</p><p>虽然事出突然，但并非无迹可寻。近几个月教育行业监管趋严，日前曾流传出「教培机构不许上市」的言论。如果传言为真，<b>教育业务则将成为未来拖累字节跳动上市的累赘</b>。</p><p>此外，据脉脉用户爆料：“作业帮裁员”，“<a href=\"https://laohu8.com/S/NTES\">网易</a>有道要裁员了，果然k12公司都逃不过一劫”；同时36氪从一位行业人士处了解到：镇江学而思被通知暂停招聘动作，南京学而思对大四全职招聘已暂停，对外口径为“已招满”，目前只招聘暑期兼职。</p><p>“<b>按照目前的情况，今年暑期全行业岗位裁减可能会超过10万个。</b>”一位在线教育公司的高管告诉36氪。</p><p><b>这个在2020年风头无二的行业，直接从爆发期进入了生死转折点。</b></p><p>本周一，一张「假期不许开课」、「培训机构不上市」、「不许打广告」的截图在业内流传。当天中概股集体下跌，一天内中概股教育头部企业总计蒸发近79亿美元，折合人民币509亿元。</p><p>二级市场股价的萎靡不振也传递到一级市场，多位投资人对36氪重申了“暂时要规避这个行业，这次比较不一样”。另一位知名投资人更是直接放弃了已准备投资的教育项目，该项目营收过10亿。</p><p>值得一提的是，也有某家教育公司，虽然此前经历过国内资本市场尝试，但最近也临时突然叫停了所有IPO宣发，只希望秘密递交招股书。“以前是有多大声恨不得全喊出来，现在是能多低调就多低调。”一位基金人士告诉36氪。</p><p><img src=\"https://static.tigerbbs.com/f7054753cbd104c60dd47c0e4b3bd941\" tg-width=\"1206\" tg-height=\"1098\" referrerpolicy=\"no-referrer\"></p><p>之前传言</p><p>虽然海淀区教委立即辟谣「暑期不许开课」消息不实，但「在线教育裁员潮」话题已经开始在脉脉上发酵。</p><p><b>在这一轮监管风暴之下，没有企业能幸免。</b></p><p>从今年年初开始，「广告合规问题」打响了在线教育行业强监管的第一枪，紧接着「双减趋紧」、「预收费问题」、「教师资质问题」等监察轮番来袭。</p><p>如果说上述监管主要是让行业走向「合规」与「合法」，那「不许上市」、「不许投广告」这两则传言则将让在线教育行业迅速收缩。</p><p><b>最直接带来的就是资本停止投资，企业裁员求生。</b>当一波接一波的监管落地、行业前途面临着极大的不确定性之际，资本会立即停止投资，甚至撤资止损。同时又由于在线教育尚处于新兴阶段，市场尚在高速发展期，各家企业在过去几年都是亏损状态。</p><p>一旦融资和上市通道关闭，企业没有新的现金流，裁员是必然选择。“算一笔账的话，假设一个头部公司为暑假储备一万个辅导老师，人均工资 8000 的话带上五险一金之类的，这个公司一个月付出的人力成本就是一个多亿。<b>没有融资、监管收紧的前提下，没人敢这么花钱，不然就是整个公司一起垮掉。</b>”一位教育行业的投资人告诉36氪。</p><p>据36氪了解到，<b>在线教育行业的广告内容和渠道规模都在日渐缩紧</b>：今年2月，在线教育的品牌广告陆续从央视消失；日前分众等渠道也停止了教育行业的品牌投放。种种表现，与「三不传言」中的「不许打广告」吻合。</p><p>一位在线教育从业者告诉36氪：“外部渠道缩紧是一方面，目前还能投的渠道里的物料也非常谨慎。不让宣传老师了，名师这些词都不能用，方案全部大改，写新方案的时候还要互相提醒：你今天写的东西犯（广告）法了吗？GR、法务、PR轮流把物料审好几遍，就这样还是不太敢投，害怕被罚。”</p><p>由于在线教育公司没有线下门店，招生的主渠道为广告投放，<b>广告停投意味着核心拉新渠道消失，直接导致各家公司为暑期储备的老师需要大面积裁撤。</b></p><p>教育行业辅导老师的招培期为2-3个月，所以企业会提前储备老师，校招会更早进行，通常五月底就完成旺季的招聘目标。广告停投之后，收缩规模、裁撤储备的暑期老师首当其冲。</p><p>“虽然企业也会做一些运营动作，比如老带新啊裂变啊，但是都没这么快能把用户量做起来，从活下去的角度来看，肯定是先裁员节省成本，不然就是整个公司全部覆灭。<b>这个暑假过去，大公司能不能活不一定，但在线教育行业应该就没有小公司了，小公司熬不过去的</b>。”一位教育行业的投资人告诉36氪。</p><p>“如果裁员发生，重灾区会是应届生。”行业人士告诉36氪：“各家（在线教育公司）的辅导老师基地都设在武汉、西安、长沙这种高校密集的城市嘛，去年疫情爆发之后，应届生不太好找工作，所以各家每年都在大批量招应届生，所以裁（员）起来的话，应届生被收回的offer应该最多。”</p><p>「靴子」还未落地，一切尚待观察。只是从行业各家的动作来看，在线教育行业已经到了生死转折点，每一家都急需缩小规模、以换取更长的喘息时间、等待政策明朗的那一天。</p><p>一周前，据「Tech星球」报道：VIPKID多项业务收缩或关停，大规模业务调整涉及到的裁员比例高达50%。</p><p><b>那个时候，行业还在为VIPKID调头慢而叹惋。没有人预料到，原来这是在线教育行业裁员潮的「开幕式」</b>。</p>","source":"36k","collect":0,"html":"<!DOCTYPE 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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生死转折？“在线教育史上最大裁员潮”即将爆发\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-28 12:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1242832911568137><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文 ｜彭孝秋从知情人士处独家获悉，高途课堂创始人陈向东日前召开了内部会，会议结果是高途课堂将裁员30%，本周开始执行；同时信息流业务、直播业务全部关停。与之对应的是脉脉上的爆料。一位脉脉用户日前发布了消息：「高途课堂，这么不靠谱吗？发了offer，又通知不招人了」，其评论区有数条回应表示遇到了类似问题。另一位脉脉用户透露：“高途课堂hc冻结了，应届生offer几乎算是被收回了”。脉脉截图在高途课堂...</p>\n\n<a href=\"https://36kr.com/p/1242832911568137\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9730389e2c12f92286a75c147f1ce1db","relate_stocks":{"GOTU":"高途","09901":"新东方-S","YQ":"一起教育科技","EDU":"新东方","FHS":"第一高中教育","01797":"东方甄选","DAO":"有道","TAL":"好未来"},"source_url":"https://36kr.com/p/1242832911568137","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116530512","content_text":"文 ｜彭孝秋从知情人士处独家获悉，高途课堂创始人陈向东日前召开了内部会，会议结果是高途课堂将裁员30%，本周开始执行；同时信息流业务、直播业务全部关停。与之对应的是脉脉上的爆料。一位脉脉用户日前发布了消息：「高途课堂，这么不靠谱吗？发了offer，又通知不招人了」，其评论区有数条回应表示遇到了类似问题。另一位脉脉用户透露：“高途课堂hc冻结了，应届生offer几乎算是被收回了”。脉脉截图在高途课堂（即“跟谁学”）刚披露的一季报中，业绩经历了双杀，不仅净利润由同期的盈利1.48亿元变为亏损14亿元，付费课程学员数也出现不同程度下滑。所以当日盘前直接大跌12%，股价创下16.13美元的新低。要知道，去年其股价到过150美金。与此同时，36氪还独家了解到，字节跳动旗下的教育业务近几周频繁召开高层会，教育业务即将进行大范围架构调整。一位知情人士对36氪称，接下来就是裁员。虽然事出突然，但并非无迹可寻。近几个月教育行业监管趋严，日前曾流传出「教培机构不许上市」的言论。如果传言为真，教育业务则将成为未来拖累字节跳动上市的累赘。此外，据脉脉用户爆料：“作业帮裁员”，“网易有道要裁员了，果然k12公司都逃不过一劫”；同时36氪从一位行业人士处了解到：镇江学而思被通知暂停招聘动作，南京学而思对大四全职招聘已暂停，对外口径为“已招满”，目前只招聘暑期兼职。“按照目前的情况，今年暑期全行业岗位裁减可能会超过10万个。”一位在线教育公司的高管告诉36氪。这个在2020年风头无二的行业，直接从爆发期进入了生死转折点。本周一，一张「假期不许开课」、「培训机构不上市」、「不许打广告」的截图在业内流传。当天中概股集体下跌，一天内中概股教育头部企业总计蒸发近79亿美元，折合人民币509亿元。二级市场股价的萎靡不振也传递到一级市场，多位投资人对36氪重申了“暂时要规避这个行业，这次比较不一样”。另一位知名投资人更是直接放弃了已准备投资的教育项目，该项目营收过10亿。值得一提的是，也有某家教育公司，虽然此前经历过国内资本市场尝试，但最近也临时突然叫停了所有IPO宣发，只希望秘密递交招股书。“以前是有多大声恨不得全喊出来，现在是能多低调就多低调。”一位基金人士告诉36氪。之前传言虽然海淀区教委立即辟谣「暑期不许开课」消息不实，但「在线教育裁员潮」话题已经开始在脉脉上发酵。在这一轮监管风暴之下，没有企业能幸免。从今年年初开始，「广告合规问题」打响了在线教育行业强监管的第一枪，紧接着「双减趋紧」、「预收费问题」、「教师资质问题」等监察轮番来袭。如果说上述监管主要是让行业走向「合规」与「合法」，那「不许上市」、「不许投广告」这两则传言则将让在线教育行业迅速收缩。最直接带来的就是资本停止投资，企业裁员求生。当一波接一波的监管落地、行业前途面临着极大的不确定性之际，资本会立即停止投资，甚至撤资止损。同时又由于在线教育尚处于新兴阶段，市场尚在高速发展期，各家企业在过去几年都是亏损状态。一旦融资和上市通道关闭，企业没有新的现金流，裁员是必然选择。“算一笔账的话，假设一个头部公司为暑假储备一万个辅导老师，人均工资 8000 的话带上五险一金之类的，这个公司一个月付出的人力成本就是一个多亿。没有融资、监管收紧的前提下，没人敢这么花钱，不然就是整个公司一起垮掉。”一位教育行业的投资人告诉36氪。据36氪了解到，在线教育行业的广告内容和渠道规模都在日渐缩紧：今年2月，在线教育的品牌广告陆续从央视消失；日前分众等渠道也停止了教育行业的品牌投放。种种表现，与「三不传言」中的「不许打广告」吻合。一位在线教育从业者告诉36氪：“外部渠道缩紧是一方面，目前还能投的渠道里的物料也非常谨慎。不让宣传老师了，名师这些词都不能用，方案全部大改，写新方案的时候还要互相提醒：你今天写的东西犯（广告）法了吗？GR、法务、PR轮流把物料审好几遍，就这样还是不太敢投，害怕被罚。”由于在线教育公司没有线下门店，招生的主渠道为广告投放，广告停投意味着核心拉新渠道消失，直接导致各家公司为暑期储备的老师需要大面积裁撤。教育行业辅导老师的招培期为2-3个月，所以企业会提前储备老师，校招会更早进行，通常五月底就完成旺季的招聘目标。广告停投之后，收缩规模、裁撤储备的暑期老师首当其冲。“虽然企业也会做一些运营动作，比如老带新啊裂变啊，但是都没这么快能把用户量做起来，从活下去的角度来看，肯定是先裁员节省成本，不然就是整个公司全部覆灭。这个暑假过去，大公司能不能活不一定，但在线教育行业应该就没有小公司了，小公司熬不过去的。”一位教育行业的投资人告诉36氪。“如果裁员发生，重灾区会是应届生。”行业人士告诉36氪：“各家（在线教育公司）的辅导老师基地都设在武汉、西安、长沙这种高校密集的城市嘛，去年疫情爆发之后，应届生不太好找工作，所以各家每年都在大批量招应届生，所以裁（员）起来的话，应届生被收回的offer应该最多。”「靴子」还未落地，一切尚待观察。只是从行业各家的动作来看，在线教育行业已经到了生死转折点，每一家都急需缩小规模、以换取更长的喘息时间、等待政策明朗的那一天。一周前，据「Tech星球」报道：VIPKID多项业务收缩或关停，大规模业务调整涉及到的裁员比例高达50%。那个时候，行业还在为VIPKID调头慢而叹惋。没有人预料到，原来这是在线教育行业裁员潮的「开幕式」。","news_type":1,"symbols_score_info":{"01797":0.9,"09901":0.9,"DAO":0.9,"EDU":0.9,"FHS":0.9,"GOTU":0.9,"TAL":0.9,"YQ":0.9}},"isVote":1,"tweetType":1,"viewCount":1493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":379066142,"gmtCreate":1618639528586,"gmtModify":1618639528586,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"ark 在制造大量的泡沫，尤其是非常不喜欢她对加密货币无时无刻的鼓吹","listText":"ark 在制造大量的泡沫，尤其是非常不喜欢她对加密货币无时无刻的鼓吹","text":"ark 在制造大量的泡沫，尤其是非常不喜欢她对加密货币无时无刻的鼓吹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/379066142","repostId":"2128985135","repostType":2,"repost":{"id":"2128985135","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1618620886,"share":"https://ttm.financial/m/news/2128985135?lang=&edition=full","pubTime":"2021-04-17 08:54","market":"fut","language":"en","title":"ARK buys another $64 mln in Coinbase shares, sells $99.5 mln of Tesla shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2128985135","media":"Reuters","summary":"April 16 (Reuters) - Cathie Wood’s ARK funds bought more shares of cryptocurrency exchange Coinbase Global Inc    on Friday while selling shares of electric carmaker Tesla , according to the firm's da","content":"<html><body><p>April 16 (Reuters) - Cathie Wood’s ARK funds bought more shares of cryptocurrency exchange Coinbase Global Inc    on Friday while selling shares of electric carmaker Tesla</p><p> , according to the firm's daily trade summary.</p><p>   ARK on Friday bought 187,078 shares of Coinbase, which debuted on the Nasdaq earlier this week, in a purchase worth nearly $64 million at the day’s closing price of $342.</p><p>   It sold 134,541 shares of Tesla, valued at $99.5 million at Friday's close. Tesla is still by far the firm's biggest position by value on its major funds.</p><p>   The funds added to were the flagship ARK Innovation fund</p><p> , the Next Generation Internet ETF    and the Fintech Innovation ETF   .</p><p>   The Coinbase purchases add to the 341,186 shares purchased on Thursday and 749,205 purchased on Wednesday.</p><p>   ARK sold the Tesla shares from its flagship fund and its Next Generation Internet ETF.</p><p>   The bet on Coinbase gives ARK more indirect exposure to cryptocurrencies on top of its big bets on the likes of Tesla, which recently invested in bitcoin and said it would accept the cryptocurrency as payment for its cars.</p><p>   Celebrity fund manager Wood gained prominence last year among retail investors and managed to attract a steady pile of cash into her red-hot funds.</p><p> (Reporting by Ira Iosebashvili; Editing by Leslie Adler)</p><p>((Ira.Iosebashvili@thomsonreuters.com;))</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>ARK buys another $64 mln in Coinbase shares, sells $99.5 mln of Tesla shares</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\">\nARK buys another $64 mln in Coinbase shares, sells $99.5 mln of Tesla shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-17 08:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>April 16 (Reuters) - Cathie Wood’s ARK funds bought more shares of cryptocurrency exchange Coinbase Global Inc    on Friday while selling shares of electric carmaker Tesla</p><p> , according to the firm's daily trade summary.</p><p>   ARK on Friday bought 187,078 shares of Coinbase, which debuted on the Nasdaq earlier this week, in a purchase worth nearly $64 million at the day’s closing price of $342.</p><p>   It sold 134,541 shares of Tesla, valued at $99.5 million at Friday's close. Tesla is still by far the firm's biggest position by value on its major funds.</p><p>   The funds added to were the flagship ARK Innovation fund</p><p> , the Next Generation Internet ETF    and the Fintech Innovation ETF   .</p><p>   The Coinbase purchases add to the 341,186 shares purchased on Thursday and 749,205 purchased on Wednesday.</p><p>   ARK sold the Tesla shares from its flagship fund and its Next Generation Internet ETF.</p><p>   The bet on Coinbase gives ARK more indirect exposure to cryptocurrencies on top of its big bets on the likes of Tesla, which recently invested in bitcoin and said it would accept the cryptocurrency as payment for its cars.</p><p>   Celebrity fund manager Wood gained prominence last year among retail investors and managed to attract a steady pile of cash into her red-hot funds.</p><p> (Reporting by Ira Iosebashvili; Editing by Leslie Adler)</p><p>((Ira.Iosebashvili@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","TSLA":"特斯拉","COIN":"Coinbase Global, Inc."},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2128985135","content_text":"April 16 (Reuters) - Cathie Wood’s ARK funds bought more shares of cryptocurrency exchange Coinbase Global Inc    on Friday while selling shares of electric carmaker Tesla , according to the firm's daily trade summary.   ARK on Friday bought 187,078 shares of Coinbase, which debuted on the Nasdaq earlier this week, in a purchase worth nearly $64 million at the day’s closing price of $342.   It sold 134,541 shares of Tesla, valued at $99.5 million at Friday's close. Tesla is still by far the firm's biggest position by value on its major funds.   The funds added to were the flagship ARK Innovation fund , the Next Generation Internet ETF    and the Fintech Innovation ETF   .   The Coinbase purchases add to the 341,186 shares purchased on Thursday and 749,205 purchased on Wednesday.   ARK sold the Tesla shares from its flagship fund and its Next Generation Internet ETF.   The bet on Coinbase gives ARK more indirect exposure to cryptocurrencies on top of its big bets on the likes of Tesla, which recently invested in bitcoin and said it would accept the cryptocurrency as payment for its cars.   Celebrity fund manager Wood gained prominence last year among retail investors and managed to attract a steady pile of cash into her red-hot funds. (Reporting by Ira Iosebashvili; Editing by Leslie Adler)((Ira.Iosebashvili@thomsonreuters.com;))","news_type":1,"symbols_score_info":{"ARKK":1,"COIN":0.9,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":839766262,"gmtCreate":1629182819256,"gmtModify":1629182819256,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"好内容，摩根斯坦利分析师内容我第一眼就觉得不可思议， 完全不符合常识","listText":"好内容，摩根斯坦利分析师内容我第一眼就觉得不可思议， 完全不符合常识","text":"好内容，摩根斯坦利分析师内容我第一眼就觉得不可思议， 完全不符合常识","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/839766262","repostId":"1162723925","repostType":2,"repost":{"id":"1162723925","kind":"news","pubTimestamp":1629170609,"share":"https://ttm.financial/m/news/1162723925?lang=&edition=full","pubTime":"2021-08-17 11:23","market":"us","language":"en","title":"Micron Technology: Winter May Be Coming, But Not This Year... Nor The Next","url":"https://stock-news.laohu8.com/highlight/detail?id=1162723925","media":"seekingalpha","summary":"Summary\n\nThe Morgan Stanley downgrade of Memory chips was based on PC DRAM ASPs that represent just ","content":"<p><b>Summary</b></p>\n<ul>\n <li>The Morgan Stanley downgrade of Memory chips was based on PC DRAM ASPs that represent just 15% of the total DRAM demand.</li>\n <li>The report addressed dropping PC sales, but failed to recognize that DRAM content per PC is increasing each year.</li>\n <li>The report focuses on DRAM spot prices, instead of contract prices that make up 90% of supplier ASPs.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72f0a26068ce9a56688977e5a0dd9578\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>borisyankov/E+ via Getty Images</span></p>\n<p>Morgan Stanley analysts downgraded Micron(NASDAQ:MU)to equal weight from overweight, in their industry report titled, “Memory - Winter Is Coming.\" MS cautioned of a coming cool down in the DRAM memory business that could lead to lower DRAM prices.</p>\n<p>Morgan Stanley noted that</p>\n<blockquote>\n “DRAM conditions are losing steam, and our inflection signposts suggest caution from here there’s been a change from mid-cycle to late cycle, and that this phase-change has historically meant a challenging backdrop for forward returns.”\n</blockquote>\n<p>Micron Technology’sstock had its worst single-day percentage decline since March 16, 2020, when it fell 19.8%. MU's stock price for the past year is shown in Chart 1, illustrating the sell-off in the past few days coupled with a drop of more than 25% since reaching a high on April 12, 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/ea0b20556a40eb39c18b7aa1ed295e1c\" tg-width=\"634\" tg-height=\"416\" referrerpolicy=\"no-referrer\"></p>\n<p>Chart 1</p>\n<p>This article presents data that refutes the underlying case presented by Morgan Stanley that worsening DRAM demand is contributing to an acceleration of the end of the current memory upcycle leading to the start of a down cycle in 1Q 2022.</p>\n<p><b>Morgan Stanley’s Misinterpretation of Data#1 Small Percentage of PC DRAM</b></p>\n<p>The first point is the emphasis by Morgan Stanley on PC DRAM price erosion as a harbinger for the downturn in the DRAM market. Why? Because PCs represent just 15% of the demand for DRAMs,as shown in Chart 2, according to our report entitled “<i>Hot ICs: A Market Analysis of Artificial Intelligence, 5G, CMOS Image Sensors, and Memory Chips.\"</i></p>\n<p><img src=\"https://static.tigerbbs.com/0b40e66f4b73b27303075791c19fe36f\" tg-width=\"640\" tg-height=\"465\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Chart 2</p>\n<p><b>#2 Increased DRAM content per PC</b></p>\n<p>The 15% DRAM demand for PCs is hardly enough to cause a stop in the memory cycle. But that's beside the point. Morgan Stanley overlooks the fact that DRAM content per PC increases each year even if the PC market has slowed.</p>\n<p>Chart 3 shows that PC unit shipments between 2015 and 2023. Indeed, my forecast shows that PCs will decrease in 2022 and 2023, but the decrease is due to a normalization of PC demand following the extraordinary demand for PCs during the work/study/stay-at-home orders associated with the COVID pandemic in 2020 that carried over into 2021.</p>\n<p>Prior to 2020, the PC market was decreasing, and I anticipate a corresponding return normalcy with a decrease of a few percent per year in 2022 and 2023. I estimate that DRAM content per PC will increase from 5.5 GB in 2015 to 14 GB in 2023. That’s an increase of 2.5 times during this period.</p>\n<p><img src=\"https://static.tigerbbs.com/5732cd4948d7209d76ccb4f7628560ab\" tg-width=\"640\" tg-height=\"465\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Chart 3</p>\n<p>Thus, although PC units will decrease, DRAM content will increase during the next two years. But factoring in the increase in DRAM content per PC, we see in Chart 4 a much different growth in DRAMs.</p>\n<p><img src=\"https://static.tigerbbs.com/7c21d24f41f7f77bc00c62ed82b44f62\" tg-width=\"640\" tg-height=\"465\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Chart 4</p>\n<p><b>#3 Spot ASPs are Different than Contract ASPs</b></p>\n<p>Chart 5 shows DRAM data comparison for Spot ASPs vs Contract ASPs. The entire rationale for the TrendForce and Morgan Stanley reports is the drop in spot prices in 2021, and the resultant end of the current memory cycle.</p>\n<p><img src=\"https://static.tigerbbs.com/b5a2774dcaff2d53edd141e0cc1e2d13\" tg-width=\"640\" tg-height=\"346\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Chart 5</p>\n<p>Why they chose the drop in spot prices as the catalyst for the end of the cycle vs. the increase in contract prices as a catalyst for strong memory growth is irrational and illogical.</p>\n<p>Importantly, there's no correlation between PC sales (Chart 3) and prices (Chart 5). In Chart 3, PC sales were at their lowest period (2017 and 2018) while ASPs were at their highest. Thus, there's an inverse relationship between PC sales and ASPs, not a direct relationship that would add credibility to the MS forecast.</p>\n<p><b>#4 Spot ASPs Are a Function of Fear, Uncertainty, and Doubt (FUD Factor)</b></p>\n<p>Also note that Chart 5 shows that spot and contract prices tracked between October 2016 and the end of 2000. A bifurcation in spot vs contract prices then took place in which spot prices escalated and then collapsed, while contract prices continued a strong growth with no abatement.</p>\n<p>This bifurcation is clearly the result of the “semiconductor shortage” in which prices on the spot market have risen as a result of a perceived shortage of memory that has been interpreted as impacting not only automobiles, but every application using chips.</p>\n<p>TrendForce attempted to explain the shortage is due to stockpiling by PC suppliers, and I agree, which I also attributed to the DRAM collapse in 2000.I discussed stockpiling and hoarding as a major factor in 2000 and 2020, in a June 24, 2021 Semiconductor Deep Dive Marketplace newsletter articlehere.</p>\n<p>However, TrendForce’s statement in its press release of downward pressure on price hikes runs counter to the data in Chart 5 that contract prices have continued to increase unabated.</p>\n<blockquote>\n “Regarding the contract market, PC OEMs currently carry relatively high levels of DRAM inventory because they substantially stocked up on PC DRAM beforehand in anticipation of an upcoming shortage. Not only has PC OEMs’ high DRAM inventory put downward pressure on possible price hikes for PC DRAM, but the gradual lifting of COVID-related restrictions in Europe and the US will also likely lower the overall demand for notebook computers, thereby pulling down the overall demand for PC DRAM.”\n</blockquote>\n<p>Spot prices are based on what a buyer is willing to pay for an item with an undercurrent of fear, uncertainty, and doubt. For example, in my June 19, 2021, SA article entitled \"Micron Technology: No Shortage, Strong Growth, Period,\" from a commenter:</p>\n<blockquote>\n \"And, to lend credence to your microcontroller hypothesis, we recently were told that we would not be able to get a $3 micro for one of our existing products. I don't know if it was a direct result of the Renesas fire or not. But when we looked at the spot market we were quoted $81 for that part (that's not a typo). So now we have to re-design that board to use a different part.\"\n</blockquote>\n<p>About 10 years ago, I was an \"expert witness\" in a solar cell litigation case, and the basis of the complaint was the fact that spot silicon prices increased from $35 per metric ton to more than $500 per metric ton in a period of a few weeks because of silicon shortages. Once silicon manufacturers started making more silicon, prices dropped.</p>\n<p>Both these examples illustrate that spot prices have no direct bearing on real (contract) prices, and are often transitory.</p>\n<p>Back to the erroneous thesis that a DRAM cycle will end based on spot prices, I show supportive data in Chart 6 that suggests their data is wrong. This chart shows DRAM ASPs as reported directly from Micron, Samsung Electronics(OTC:SSNLF)and SK Hynix(OTC:HXSCL).</p>\n<p>Comparing Chart 5 and Chart 6, it is clear that data directly from the DRAM suppliers matches the positive contract prices and not spot prices. Readers must remember also that spot prices represent only 10% of the DRAM prices paid by customers. Contract prices represent 90% of actual prices.</p>\n<p><img src=\"https://static.tigerbbs.com/7d56577da5391c86374739262f773c7f\" tg-width=\"640\" tg-height=\"465\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Chart 6</p>\n<p>Chart 7 shows memory ASPs on a three-month moving average from the SIA (Semiconductor Industry Association). Again, comparing Chart 7 with Chart 5, it is clear that the contract prices are the more valid metric.</p>\n<p><img src=\"https://static.tigerbbs.com/be8f41d833e46a0145982559a7e23732\" tg-width=\"640\" tg-height=\"341\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Chart 7</p>\n<p><b>Investor Takeaway</b></p>\n<p>The recent press release from TrendForce and a report a day later by Morgan Stanley is based in data that's irrational and illogical. Their analysis is based on:</p>\n<ul>\n <li>PC DRAM ASPs that represent just 15% of the total DRAM demand.</li>\n <li>A drop in PC sales, which have been in decline and only increased due to the pandemic, but low PC sales correlate with high ASPs (Charts 3 and 5).</li>\n <li>Failure to recognize that DRAM content per PC is increasing each year and that metric shows no abatement in growth.</li>\n <li>DRAM spot prices instead of contract prices, the latter of which correlate with reporting data supplied by DRAM manufacturer.</li>\n</ul>\n<p>Strong demand for memory chips will continue through 2023 as supply is held in check not by shortages but judicious capex spend. The strong demand for memory chips such as 5G, servers, and EVs present a continuing tailwind for Micron Technology.</p>","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>Micron Technology: Winter May Be Coming, But Not This Year... Nor The Next</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\">\nMicron Technology: Winter May Be Coming, But Not This Year... Nor The Next\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-17 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4449857-micron-technology-winter-may-be-coming-but-not-this-year-nor-the-next><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe Morgan Stanley downgrade of Memory chips was based on PC DRAM ASPs that represent just 15% of the total DRAM demand.\nThe report addressed dropping PC sales, but failed to recognize that ...</p>\n\n<a href=\"https://seekingalpha.com/article/4449857-micron-technology-winter-may-be-coming-but-not-this-year-nor-the-next\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://seekingalpha.com/article/4449857-micron-technology-winter-may-be-coming-but-not-this-year-nor-the-next","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162723925","content_text":"Summary\n\nThe Morgan Stanley downgrade of Memory chips was based on PC DRAM ASPs that represent just 15% of the total DRAM demand.\nThe report addressed dropping PC sales, but failed to recognize that DRAM content per PC is increasing each year.\nThe report focuses on DRAM spot prices, instead of contract prices that make up 90% of supplier ASPs.\n\nborisyankov/E+ via Getty Images\nMorgan Stanley analysts downgraded Micron(NASDAQ:MU)to equal weight from overweight, in their industry report titled, “Memory - Winter Is Coming.\" MS cautioned of a coming cool down in the DRAM memory business that could lead to lower DRAM prices.\nMorgan Stanley noted that\n\n “DRAM conditions are losing steam, and our inflection signposts suggest caution from here there’s been a change from mid-cycle to late cycle, and that this phase-change has historically meant a challenging backdrop for forward returns.”\n\nMicron Technology’sstock had its worst single-day percentage decline since March 16, 2020, when it fell 19.8%. MU's stock price for the past year is shown in Chart 1, illustrating the sell-off in the past few days coupled with a drop of more than 25% since reaching a high on April 12, 2021.\n\nChart 1\nThis article presents data that refutes the underlying case presented by Morgan Stanley that worsening DRAM demand is contributing to an acceleration of the end of the current memory upcycle leading to the start of a down cycle in 1Q 2022.\nMorgan Stanley’s Misinterpretation of Data#1 Small Percentage of PC DRAM\nThe first point is the emphasis by Morgan Stanley on PC DRAM price erosion as a harbinger for the downturn in the DRAM market. Why? Because PCs represent just 15% of the demand for DRAMs,as shown in Chart 2, according to our report entitled “Hot ICs: A Market Analysis of Artificial Intelligence, 5G, CMOS Image Sensors, and Memory Chips.\"\nChart 2\n#2 Increased DRAM content per PC\nThe 15% DRAM demand for PCs is hardly enough to cause a stop in the memory cycle. But that's beside the point. Morgan Stanley overlooks the fact that DRAM content per PC increases each year even if the PC market has slowed.\nChart 3 shows that PC unit shipments between 2015 and 2023. Indeed, my forecast shows that PCs will decrease in 2022 and 2023, but the decrease is due to a normalization of PC demand following the extraordinary demand for PCs during the work/study/stay-at-home orders associated with the COVID pandemic in 2020 that carried over into 2021.\nPrior to 2020, the PC market was decreasing, and I anticipate a corresponding return normalcy with a decrease of a few percent per year in 2022 and 2023. I estimate that DRAM content per PC will increase from 5.5 GB in 2015 to 14 GB in 2023. That’s an increase of 2.5 times during this period.\n\nChart 3\nThus, although PC units will decrease, DRAM content will increase during the next two years. But factoring in the increase in DRAM content per PC, we see in Chart 4 a much different growth in DRAMs.\nChart 4\n#3 Spot ASPs are Different than Contract ASPs\nChart 5 shows DRAM data comparison for Spot ASPs vs Contract ASPs. The entire rationale for the TrendForce and Morgan Stanley reports is the drop in spot prices in 2021, and the resultant end of the current memory cycle.\nChart 5\nWhy they chose the drop in spot prices as the catalyst for the end of the cycle vs. the increase in contract prices as a catalyst for strong memory growth is irrational and illogical.\nImportantly, there's no correlation between PC sales (Chart 3) and prices (Chart 5). In Chart 3, PC sales were at their lowest period (2017 and 2018) while ASPs were at their highest. Thus, there's an inverse relationship between PC sales and ASPs, not a direct relationship that would add credibility to the MS forecast.\n#4 Spot ASPs Are a Function of Fear, Uncertainty, and Doubt (FUD Factor)\nAlso note that Chart 5 shows that spot and contract prices tracked between October 2016 and the end of 2000. A bifurcation in spot vs contract prices then took place in which spot prices escalated and then collapsed, while contract prices continued a strong growth with no abatement.\nThis bifurcation is clearly the result of the “semiconductor shortage” in which prices on the spot market have risen as a result of a perceived shortage of memory that has been interpreted as impacting not only automobiles, but every application using chips.\nTrendForce attempted to explain the shortage is due to stockpiling by PC suppliers, and I agree, which I also attributed to the DRAM collapse in 2000.I discussed stockpiling and hoarding as a major factor in 2000 and 2020, in a June 24, 2021 Semiconductor Deep Dive Marketplace newsletter articlehere.\nHowever, TrendForce’s statement in its press release of downward pressure on price hikes runs counter to the data in Chart 5 that contract prices have continued to increase unabated.\n\n “Regarding the contract market, PC OEMs currently carry relatively high levels of DRAM inventory because they substantially stocked up on PC DRAM beforehand in anticipation of an upcoming shortage. Not only has PC OEMs’ high DRAM inventory put downward pressure on possible price hikes for PC DRAM, but the gradual lifting of COVID-related restrictions in Europe and the US will also likely lower the overall demand for notebook computers, thereby pulling down the overall demand for PC DRAM.”\n\nSpot prices are based on what a buyer is willing to pay for an item with an undercurrent of fear, uncertainty, and doubt. For example, in my June 19, 2021, SA article entitled \"Micron Technology: No Shortage, Strong Growth, Period,\" from a commenter:\n\n \"And, to lend credence to your microcontroller hypothesis, we recently were told that we would not be able to get a $3 micro for one of our existing products. I don't know if it was a direct result of the Renesas fire or not. But when we looked at the spot market we were quoted $81 for that part (that's not a typo). So now we have to re-design that board to use a different part.\"\n\nAbout 10 years ago, I was an \"expert witness\" in a solar cell litigation case, and the basis of the complaint was the fact that spot silicon prices increased from $35 per metric ton to more than $500 per metric ton in a period of a few weeks because of silicon shortages. Once silicon manufacturers started making more silicon, prices dropped.\nBoth these examples illustrate that spot prices have no direct bearing on real (contract) prices, and are often transitory.\nBack to the erroneous thesis that a DRAM cycle will end based on spot prices, I show supportive data in Chart 6 that suggests their data is wrong. This chart shows DRAM ASPs as reported directly from Micron, Samsung Electronics(OTC:SSNLF)and SK Hynix(OTC:HXSCL).\nComparing Chart 5 and Chart 6, it is clear that data directly from the DRAM suppliers matches the positive contract prices and not spot prices. Readers must remember also that spot prices represent only 10% of the DRAM prices paid by customers. Contract prices represent 90% of actual prices.\n\nChart 6\nChart 7 shows memory ASPs on a three-month moving average from the SIA (Semiconductor Industry Association). Again, comparing Chart 7 with Chart 5, it is clear that the contract prices are the more valid metric.\n\nChart 7\nInvestor Takeaway\nThe recent press release from TrendForce and a report a day later by Morgan Stanley is based in data that's irrational and illogical. Their analysis is based on:\n\nPC DRAM ASPs that represent just 15% of the total DRAM demand.\nA drop in PC sales, which have been in decline and only increased due to the pandemic, but low PC sales correlate with high ASPs (Charts 3 and 5).\nFailure to recognize that DRAM content per PC is increasing each year and that metric shows no abatement in growth.\nDRAM spot prices instead of contract prices, the latter of which correlate with reporting data supplied by DRAM manufacturer.\n\nStrong demand for memory chips will continue through 2023 as supply is held in check not by shortages but judicious capex spend. The strong demand for memory chips such as 5G, servers, and EVs present a continuing tailwind for Micron Technology.","news_type":1,"symbols_score_info":{"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":3018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170802548,"gmtCreate":1626417041784,"gmtModify":1626417041784,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CRSR\">$Corsair Gaming, Inc.(CRSR)$</a> 实在看不懂这个股为啥走得那么疲软，业绩，增长都很好啊","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CRSR\">$Corsair Gaming, Inc.(CRSR)$</a> 实在看不懂这个股为啥走得那么疲软，业绩，增长都很好啊","text":"$Corsair Gaming, Inc.(CRSR)$ 实在看不懂这个股为啥走得那么疲软，业绩，增长都很好啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170802548","isVote":1,"tweetType":1,"viewCount":2061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":135790027,"gmtCreate":1622181660769,"gmtModify":1622181660769,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"这个股票多于15块都是严重高估，根本不值","listText":"这个股票多于15块都是严重高估，根本不值","text":"这个股票多于15块都是严重高估，根本不值","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/135790027","repostId":"1157072297","repostType":2,"isVote":1,"tweetType":1,"viewCount":817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":110924791,"gmtCreate":1622422675613,"gmtModify":1622422675613,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"实在非常讨厌这种中国的大平台企业，到底有什么价值？美团挣的每分钱都是其他企业的几倍损失和多少人的失业，从国家来看总体是损失","listText":"实在非常讨厌这种中国的大平台企业，到底有什么价值？美团挣的每分钱都是其他企业的几倍损失和多少人的失业，从国家来看总体是损失","text":"实在非常讨厌这种中国的大平台企业，到底有什么价值？美团挣的每分钱都是其他企业的几倍损失和多少人的失业，从国家来看总体是损失","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/110924791","repostId":"1181277246","repostType":4,"repost":{"id":"1181277246","kind":"news","weMediaInfo":{"introduction":"关注消费领域的财经新媒体","home_visible":1,"media_name":"斑马消费","id":"1062589793","head_image":"https://static.tigerbbs.com/96a44abb8f6e4a7f9ab19581f07af619"},"pubTimestamp":1622419072,"share":"https://ttm.financial/m/news/1181277246?lang=&edition=full","pubTime":"2021-05-31 07:57","market":"hk","language":"zh","title":"王兴的无限战争，美团的烧钱无底洞","url":"https://stock-news.laohu8.com/highlight/detail?id=1181277246","media":"斑马消费","summary":"2020年录得盈利后，美团在2021年Q1业绩大变脸，净利润-48.46亿元，同比下降206.90%。\n实际上，2020年盈利，主要也是因为投资的理想汽车美股上市、股价飙升，主营业务仍然是巨亏。\n只要","content":"<p>2020年录得盈利后，美团在2021年Q1业绩大变脸，净利润-48.46亿元，同比下降206.90%。</p>\n<p>实际上，2020年盈利，主要也是因为投资的<a href=\"https://laohu8.com/S/LI\">理想汽车</a>美股上市、股价飙升，主营业务仍然是巨亏。</p>\n<p>只要2020年中爆发的社区团购烧钱大战，不以巨头们找到稳定增长与合理盈利的平衡而结束，这一波亏损便会持续下去。</p>\n<p>而且，在王兴“边界论”的指挥下，美团正在不断将新业务纳入到拼杀版图中来，比如最近开始崭露头角的团好货。<b>扩张无止境，战火永不停。</b></p>\n<p>持续的亏损、对手的围堵，都没能让王兴的战鼓歇下来，反垄断能让它停下指挥棒吗？</p>\n<p><b>一季度亏损48.46亿元</b></p>\n<p>5月28日，<a href=\"https://laohu8.com/S/03690\">美团-W</a>披露2021年Q1业绩公告，公司收入370.16亿元，同比增长120.94%，净利润-48.46亿元，同比下降206.90%。</p>\n<p>即便剔除可转换可赎回优先股公允价值变动等因素后，更能反映公司主营业务盈利情况的经调整亏损额，当期也达到38.92亿元。</p>\n<p><b>今年一季度，美团的营业收入增长率超过120%，创下公司上市以来单季度收入增长的最高纪录</b>，主要原因为公司三大业务均实现收入翻倍增长。其中增速最高的新业务及其他板块（主要为社区团购），收入同比增长了135.45%。</p>\n<p>但是，亏损也是来自这个板块。今年1-3月，公司餐饮外卖和到店、酒店及旅游，分别实现经营利润11.16亿元和27.48亿元，但扛不住新业务亏掉80.44亿元，导致公司整体净利润为负。</p>\n<p><b>对于仍处于成长期的美团来说，亏损一直是常态。</b></p>\n<p>2015年-2018年，公司净利润分别为-105.19亿元、-57.95亿元、-189.88亿元、-1154.93亿元。同样剔除可转换可赎回优先股公允价值变动等因素后，公司经调整净利润分别为-59.14亿元、-53.53亿元、-28.53亿元、-85.17亿元。</p>\n<p>上市后的第一年，美团终于盈利了一回。2019年，公司净利润14.60亿元，经调整净利润22.70亿元。然而，这十几亿业绩，剔除投资收益等项目，相对于公司近千亿收入，只能是聊胜于无。</p>\n<p>2020年，公司进军社区团购，推出美团优选，行业陷入熟悉的烧钱大战之中。</p>\n<p>不过，美团最终却奇迹般地实现了盈利。去年，公司收入、净利润分别为1147.95亿元、47.08亿元。</p>\n<p>斑马消费梳理后发现，这主要是由于<b>公司金融投资的公允价值变动收益50亿元，以及其他收益净额32亿元。</b></p>\n<p>原来，美团投资的新能源汽车理想汽车，2020年7月美股上市，随后几个月股价飙升，最高价较发行价上涨了接近300%，该公司市值一度飙升至接近400亿美元左右。美团所持股份的价值也水涨船高。若剔除这些影响因素，公司仍然是巨亏的。</p>\n<p><img src=\"https://static.tigerbbs.com/35379da5b734064bbfc80ae81d50d115\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p><b>王兴的无限战争</b></p>\n<p>美团王兴与字节跳动张一鸣均来自福建龙岩，2007年王兴创立饭否，张一鸣是其技术合伙人。两家公司的发展思路，也如出一辙。</p>\n<p>字节跳动依靠今日头条，陆续孵化出抖音、西瓜视频、悟空问答、懂车帝等产品；美团以起家的团购业务为核心，陆续拓展至外卖、酒店、出行、社区团购。现在独立成长的<a href=\"https://laohu8.com/S/01896\">猫眼娱乐</a>，就是从美团的电影票频道中孵化出来的。</p>\n<p>其中尤其以美团的裂变更为彻底，如今外卖、酒店这两大业务，都盖过了到店业务的风头。</p>\n<p>王兴像一位运筹帷幄的古代大将军，打下一座又一座城池，将之连成一片扩充势力范围后，再向更多更大的城池进攻。</p>\n<p>一方面，美团以现有的业务服务，来稳定现有客户群；另一方面，以用户规模为基础，开辟新业务，获取新用户，相辅相成。</p>\n<p>不过，整体而言，<b>美团的用户和商户增长速度，增长恐难以持续。</b></p>\n<p>2018年-2020年，美团交易用户数目增长率分别为29.3%、12.5%、13.3%，活跃商家数目增长率分别为32.1%、7.1%、10.1%。</p>\n<p>截止2021年3月31日的12个月，公司交易用户数目达到5.69亿，同比增长26.9%，活跃商家数目710万，同比增长16.9%。</p>\n<p>注意，2020年以来的新增用户，绝大部分来自社区团购、闪购、单车等新业务，仅有少量由外卖等传统业务贡献。当然最重要的是，<b>拉新的前提是烧钱</b>，新业务去年亏损108.55亿元，今年仅一季度就亏掉了80.44亿元。</p>\n<p>越是在用户增长见顶、拉新成本上升的时候，越需要加快新业务的裂变速度。</p>\n<p>除了我们熟知的上述业务，美团正在积极布局电商，团好货已经占据了美团APP的核心分区之一，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>和阿里<a href=\"https://laohu8.com/S/JD\">京东</a>苏宁，慌不慌？</p>\n<p>为了增加用户时长，美团有没有可能学支付宝和携程，布局内容？坐拥如此大的流量，大多为高频使用，美团有没有可能像B站和快手那样，上几个赚钱最快的游戏产品？</p>\n<p><b>美团真的没有边界吗？</b></p>\n<p>作为企业家中的思想家和战略家，王兴在江湖中流传最广的便是“边界论”。</p>\n<p>“万物其实是没有简单边界的，所以我不认为要给自己设限。<b>只要核心是清晰的——我们到底服务什么人？给他们提供什么服务？我们就会不断尝试各种业务。”</b></p>\n<p>理论上来说，只要坐拥海量用户，就可以不断地进行业务的多元化。比如说我们现在看到的，滴滴的社区团购、网易的养殖……都搞得有声有色。</p>\n<p><img src=\"https://static.tigerbbs.com/128c68d7e383dee6f01c979244187ee8\" tg-width=\"1080\" tg-height=\"544\" referrerpolicy=\"no-referrer\"></p>\n<p>但是，美团真的可以无限扩张下去吗？</p>\n<p>当一家公司的业务足够庞杂，风险的积累往往超出想象。就以美团旗下的300万骑手而言，人们现在更关注骑手这个职业的收入与风险暴涨，系统与骑手的匹配，这都会无形中加大公司的投入。</p>\n<p>企业的战略平衡，最终落点都是资金。在一二级市场持续的输血下，即便连续多年巨额亏损，截止2021年3月底公司现金及现金等价物以及短期理财投资分别为178亿元和353亿元。</p>\n<p>面对社区团购、电商这一场又一场恶战，美团觉得这些钱可能还不够，4月底发公告准备通过发行可换股债券和新股，募资100亿美元。</p>\n<p>王兴不希望美团有边界，但是，<b>竞争对手们想用业务围堵的方式，把美团困在边界内。</b></p>\n<p>做生意，要把朋友搞得多多的，把敌人搞得少少的。</p>\n<p>而美团正相反。进军酒店，把几乎一统OTA天下的携程，重新拉回战场；推出美团打车，收购摩拜，挤压的是滴滴的市场；就连共享充电宝这个并不大的市场，三电一兽短兵相接，因为美团进入，预期格局大不一样……</p>\n<p><img src=\"https://static.tigerbbs.com/196695de414cfc7dd66ff169a221180b\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p>拼多多、滴滴、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>等巨头相继加入社区团购大战，学美团不断拓展边界、通过线下业务转化线上流量之外，一个不得不提的出发点，就是围堵美团——因为社区团购与美团的既有业务和战略布局最贴近。</p>\n<p>好一招围魏救赵，亦或是围点打援。</p>\n<p>此前京东前高管评论京东分拆上市时说，“拆了省的以后被反垄断”。在本地生活领域业务几乎无所不包的美团，当下正面临这样的烦恼。</p>\n<p>4月26日，市场监管总局发布通知，依法对美团涉嫌垄断行为立案调查。</p>\n<p>短期来看，会罚多少钱？中长期来看，<b>是否会对美团的业务布局产生影响？王兴会不会就此重新梳理一下他的“边界论”？</b></p>","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>王兴的无限战争，美团的烧钱无底洞</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王兴的无限战争，美团的烧钱无底洞\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1062589793\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/96a44abb8f6e4a7f9ab19581f07af619);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">斑马消费 </p>\n<p class=\"h-time\">2021-05-31 07:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2020年录得盈利后，美团在2021年Q1业绩大变脸，净利润-48.46亿元，同比下降206.90%。</p>\n<p>实际上，2020年盈利，主要也是因为投资的<a href=\"https://laohu8.com/S/LI\">理想汽车</a>美股上市、股价飙升，主营业务仍然是巨亏。</p>\n<p>只要2020年中爆发的社区团购烧钱大战，不以巨头们找到稳定增长与合理盈利的平衡而结束，这一波亏损便会持续下去。</p>\n<p>而且，在王兴“边界论”的指挥下，美团正在不断将新业务纳入到拼杀版图中来，比如最近开始崭露头角的团好货。<b>扩张无止境，战火永不停。</b></p>\n<p>持续的亏损、对手的围堵，都没能让王兴的战鼓歇下来，反垄断能让它停下指挥棒吗？</p>\n<p><b>一季度亏损48.46亿元</b></p>\n<p>5月28日，<a href=\"https://laohu8.com/S/03690\">美团-W</a>披露2021年Q1业绩公告，公司收入370.16亿元，同比增长120.94%，净利润-48.46亿元，同比下降206.90%。</p>\n<p>即便剔除可转换可赎回优先股公允价值变动等因素后，更能反映公司主营业务盈利情况的经调整亏损额，当期也达到38.92亿元。</p>\n<p><b>今年一季度，美团的营业收入增长率超过120%，创下公司上市以来单季度收入增长的最高纪录</b>，主要原因为公司三大业务均实现收入翻倍增长。其中增速最高的新业务及其他板块（主要为社区团购），收入同比增长了135.45%。</p>\n<p>但是，亏损也是来自这个板块。今年1-3月，公司餐饮外卖和到店、酒店及旅游，分别实现经营利润11.16亿元和27.48亿元，但扛不住新业务亏掉80.44亿元，导致公司整体净利润为负。</p>\n<p><b>对于仍处于成长期的美团来说，亏损一直是常态。</b></p>\n<p>2015年-2018年，公司净利润分别为-105.19亿元、-57.95亿元、-189.88亿元、-1154.93亿元。同样剔除可转换可赎回优先股公允价值变动等因素后，公司经调整净利润分别为-59.14亿元、-53.53亿元、-28.53亿元、-85.17亿元。</p>\n<p>上市后的第一年，美团终于盈利了一回。2019年，公司净利润14.60亿元，经调整净利润22.70亿元。然而，这十几亿业绩，剔除投资收益等项目，相对于公司近千亿收入，只能是聊胜于无。</p>\n<p>2020年，公司进军社区团购，推出美团优选，行业陷入熟悉的烧钱大战之中。</p>\n<p>不过，美团最终却奇迹般地实现了盈利。去年，公司收入、净利润分别为1147.95亿元、47.08亿元。</p>\n<p>斑马消费梳理后发现，这主要是由于<b>公司金融投资的公允价值变动收益50亿元，以及其他收益净额32亿元。</b></p>\n<p>原来，美团投资的新能源汽车理想汽车，2020年7月美股上市，随后几个月股价飙升，最高价较发行价上涨了接近300%，该公司市值一度飙升至接近400亿美元左右。美团所持股份的价值也水涨船高。若剔除这些影响因素，公司仍然是巨亏的。</p>\n<p><img src=\"https://static.tigerbbs.com/35379da5b734064bbfc80ae81d50d115\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p><b>王兴的无限战争</b></p>\n<p>美团王兴与字节跳动张一鸣均来自福建龙岩，2007年王兴创立饭否，张一鸣是其技术合伙人。两家公司的发展思路，也如出一辙。</p>\n<p>字节跳动依靠今日头条，陆续孵化出抖音、西瓜视频、悟空问答、懂车帝等产品；美团以起家的团购业务为核心，陆续拓展至外卖、酒店、出行、社区团购。现在独立成长的<a href=\"https://laohu8.com/S/01896\">猫眼娱乐</a>，就是从美团的电影票频道中孵化出来的。</p>\n<p>其中尤其以美团的裂变更为彻底，如今外卖、酒店这两大业务，都盖过了到店业务的风头。</p>\n<p>王兴像一位运筹帷幄的古代大将军，打下一座又一座城池，将之连成一片扩充势力范围后，再向更多更大的城池进攻。</p>\n<p>一方面，美团以现有的业务服务，来稳定现有客户群；另一方面，以用户规模为基础，开辟新业务，获取新用户，相辅相成。</p>\n<p>不过，整体而言，<b>美团的用户和商户增长速度，增长恐难以持续。</b></p>\n<p>2018年-2020年，美团交易用户数目增长率分别为29.3%、12.5%、13.3%，活跃商家数目增长率分别为32.1%、7.1%、10.1%。</p>\n<p>截止2021年3月31日的12个月，公司交易用户数目达到5.69亿，同比增长26.9%，活跃商家数目710万，同比增长16.9%。</p>\n<p>注意，2020年以来的新增用户，绝大部分来自社区团购、闪购、单车等新业务，仅有少量由外卖等传统业务贡献。当然最重要的是，<b>拉新的前提是烧钱</b>，新业务去年亏损108.55亿元，今年仅一季度就亏掉了80.44亿元。</p>\n<p>越是在用户增长见顶、拉新成本上升的时候，越需要加快新业务的裂变速度。</p>\n<p>除了我们熟知的上述业务，美团正在积极布局电商，团好货已经占据了美团APP的核心分区之一，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>和阿里<a href=\"https://laohu8.com/S/JD\">京东</a>苏宁，慌不慌？</p>\n<p>为了增加用户时长，美团有没有可能学支付宝和携程，布局内容？坐拥如此大的流量，大多为高频使用，美团有没有可能像B站和快手那样，上几个赚钱最快的游戏产品？</p>\n<p><b>美团真的没有边界吗？</b></p>\n<p>作为企业家中的思想家和战略家，王兴在江湖中流传最广的便是“边界论”。</p>\n<p>“万物其实是没有简单边界的，所以我不认为要给自己设限。<b>只要核心是清晰的——我们到底服务什么人？给他们提供什么服务？我们就会不断尝试各种业务。”</b></p>\n<p>理论上来说，只要坐拥海量用户，就可以不断地进行业务的多元化。比如说我们现在看到的，滴滴的社区团购、网易的养殖……都搞得有声有色。</p>\n<p><img src=\"https://static.tigerbbs.com/128c68d7e383dee6f01c979244187ee8\" tg-width=\"1080\" tg-height=\"544\" referrerpolicy=\"no-referrer\"></p>\n<p>但是，美团真的可以无限扩张下去吗？</p>\n<p>当一家公司的业务足够庞杂，风险的积累往往超出想象。就以美团旗下的300万骑手而言，人们现在更关注骑手这个职业的收入与风险暴涨，系统与骑手的匹配，这都会无形中加大公司的投入。</p>\n<p>企业的战略平衡，最终落点都是资金。在一二级市场持续的输血下，即便连续多年巨额亏损，截止2021年3月底公司现金及现金等价物以及短期理财投资分别为178亿元和353亿元。</p>\n<p>面对社区团购、电商这一场又一场恶战，美团觉得这些钱可能还不够，4月底发公告准备通过发行可换股债券和新股，募资100亿美元。</p>\n<p>王兴不希望美团有边界，但是，<b>竞争对手们想用业务围堵的方式，把美团困在边界内。</b></p>\n<p>做生意，要把朋友搞得多多的，把敌人搞得少少的。</p>\n<p>而美团正相反。进军酒店，把几乎一统OTA天下的携程，重新拉回战场；推出美团打车，收购摩拜，挤压的是滴滴的市场；就连共享充电宝这个并不大的市场，三电一兽短兵相接，因为美团进入，预期格局大不一样……</p>\n<p><img src=\"https://static.tigerbbs.com/196695de414cfc7dd66ff169a221180b\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p>拼多多、滴滴、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>等巨头相继加入社区团购大战，学美团不断拓展边界、通过线下业务转化线上流量之外，一个不得不提的出发点，就是围堵美团——因为社区团购与美团的既有业务和战略布局最贴近。</p>\n<p>好一招围魏救赵，亦或是围点打援。</p>\n<p>此前京东前高管评论京东分拆上市时说，“拆了省的以后被反垄断”。在本地生活领域业务几乎无所不包的美团，当下正面临这样的烦恼。</p>\n<p>4月26日，市场监管总局发布通知，依法对美团涉嫌垄断行为立案调查。</p>\n<p>短期来看，会罚多少钱？中长期来看，<b>是否会对美团的业务布局产生影响？王兴会不会就此重新梳理一下他的“边界论”？</b></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e1238455e09ac8d1135014cb37eb0f4d","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","03690":"美团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181277246","content_text":"2020年录得盈利后，美团在2021年Q1业绩大变脸，净利润-48.46亿元，同比下降206.90%。\n实际上，2020年盈利，主要也是因为投资的理想汽车美股上市、股价飙升，主营业务仍然是巨亏。\n只要2020年中爆发的社区团购烧钱大战，不以巨头们找到稳定增长与合理盈利的平衡而结束，这一波亏损便会持续下去。\n而且，在王兴“边界论”的指挥下，美团正在不断将新业务纳入到拼杀版图中来，比如最近开始崭露头角的团好货。扩张无止境，战火永不停。\n持续的亏损、对手的围堵，都没能让王兴的战鼓歇下来，反垄断能让它停下指挥棒吗？\n一季度亏损48.46亿元\n5月28日，美团-W披露2021年Q1业绩公告，公司收入370.16亿元，同比增长120.94%，净利润-48.46亿元，同比下降206.90%。\n即便剔除可转换可赎回优先股公允价值变动等因素后，更能反映公司主营业务盈利情况的经调整亏损额，当期也达到38.92亿元。\n今年一季度，美团的营业收入增长率超过120%，创下公司上市以来单季度收入增长的最高纪录，主要原因为公司三大业务均实现收入翻倍增长。其中增速最高的新业务及其他板块（主要为社区团购），收入同比增长了135.45%。\n但是，亏损也是来自这个板块。今年1-3月，公司餐饮外卖和到店、酒店及旅游，分别实现经营利润11.16亿元和27.48亿元，但扛不住新业务亏掉80.44亿元，导致公司整体净利润为负。\n对于仍处于成长期的美团来说，亏损一直是常态。\n2015年-2018年，公司净利润分别为-105.19亿元、-57.95亿元、-189.88亿元、-1154.93亿元。同样剔除可转换可赎回优先股公允价值变动等因素后，公司经调整净利润分别为-59.14亿元、-53.53亿元、-28.53亿元、-85.17亿元。\n上市后的第一年，美团终于盈利了一回。2019年，公司净利润14.60亿元，经调整净利润22.70亿元。然而，这十几亿业绩，剔除投资收益等项目，相对于公司近千亿收入，只能是聊胜于无。\n2020年，公司进军社区团购，推出美团优选，行业陷入熟悉的烧钱大战之中。\n不过，美团最终却奇迹般地实现了盈利。去年，公司收入、净利润分别为1147.95亿元、47.08亿元。\n斑马消费梳理后发现，这主要是由于公司金融投资的公允价值变动收益50亿元，以及其他收益净额32亿元。\n原来，美团投资的新能源汽车理想汽车，2020年7月美股上市，随后几个月股价飙升，最高价较发行价上涨了接近300%，该公司市值一度飙升至接近400亿美元左右。美团所持股份的价值也水涨船高。若剔除这些影响因素，公司仍然是巨亏的。\n\n王兴的无限战争\n美团王兴与字节跳动张一鸣均来自福建龙岩，2007年王兴创立饭否，张一鸣是其技术合伙人。两家公司的发展思路，也如出一辙。\n字节跳动依靠今日头条，陆续孵化出抖音、西瓜视频、悟空问答、懂车帝等产品；美团以起家的团购业务为核心，陆续拓展至外卖、酒店、出行、社区团购。现在独立成长的猫眼娱乐，就是从美团的电影票频道中孵化出来的。\n其中尤其以美团的裂变更为彻底，如今外卖、酒店这两大业务，都盖过了到店业务的风头。\n王兴像一位运筹帷幄的古代大将军，打下一座又一座城池，将之连成一片扩充势力范围后，再向更多更大的城池进攻。\n一方面，美团以现有的业务服务，来稳定现有客户群；另一方面，以用户规模为基础，开辟新业务，获取新用户，相辅相成。\n不过，整体而言，美团的用户和商户增长速度，增长恐难以持续。\n2018年-2020年，美团交易用户数目增长率分别为29.3%、12.5%、13.3%，活跃商家数目增长率分别为32.1%、7.1%、10.1%。\n截止2021年3月31日的12个月，公司交易用户数目达到5.69亿，同比增长26.9%，活跃商家数目710万，同比增长16.9%。\n注意，2020年以来的新增用户，绝大部分来自社区团购、闪购、单车等新业务，仅有少量由外卖等传统业务贡献。当然最重要的是，拉新的前提是烧钱，新业务去年亏损108.55亿元，今年仅一季度就亏掉了80.44亿元。\n越是在用户增长见顶、拉新成本上升的时候，越需要加快新业务的裂变速度。\n除了我们熟知的上述业务，美团正在积极布局电商，团好货已经占据了美团APP的核心分区之一，拼多多和阿里京东苏宁，慌不慌？\n为了增加用户时长，美团有没有可能学支付宝和携程，布局内容？坐拥如此大的流量，大多为高频使用，美团有没有可能像B站和快手那样，上几个赚钱最快的游戏产品？\n美团真的没有边界吗？\n作为企业家中的思想家和战略家，王兴在江湖中流传最广的便是“边界论”。\n“万物其实是没有简单边界的，所以我不认为要给自己设限。只要核心是清晰的——我们到底服务什么人？给他们提供什么服务？我们就会不断尝试各种业务。”\n理论上来说，只要坐拥海量用户，就可以不断地进行业务的多元化。比如说我们现在看到的，滴滴的社区团购、网易的养殖……都搞得有声有色。\n\n但是，美团真的可以无限扩张下去吗？\n当一家公司的业务足够庞杂，风险的积累往往超出想象。就以美团旗下的300万骑手而言，人们现在更关注骑手这个职业的收入与风险暴涨，系统与骑手的匹配，这都会无形中加大公司的投入。\n企业的战略平衡，最终落点都是资金。在一二级市场持续的输血下，即便连续多年巨额亏损，截止2021年3月底公司现金及现金等价物以及短期理财投资分别为178亿元和353亿元。\n面对社区团购、电商这一场又一场恶战，美团觉得这些钱可能还不够，4月底发公告准备通过发行可换股债券和新股，募资100亿美元。\n王兴不希望美团有边界，但是，竞争对手们想用业务围堵的方式，把美团困在边界内。\n做生意，要把朋友搞得多多的，把敌人搞得少少的。\n而美团正相反。进军酒店，把几乎一统OTA天下的携程，重新拉回战场；推出美团打车，收购摩拜，挤压的是滴滴的市场；就连共享充电宝这个并不大的市场，三电一兽短兵相接，因为美团进入，预期格局大不一样……\n\n拼多多、滴滴、阿里巴巴等巨头相继加入社区团购大战，学美团不断拓展边界、通过线下业务转化线上流量之外，一个不得不提的出发点，就是围堵美团——因为社区团购与美团的既有业务和战略布局最贴近。\n好一招围魏救赵，亦或是围点打援。\n此前京东前高管评论京东分拆上市时说，“拆了省的以后被反垄断”。在本地生活领域业务几乎无所不包的美团，当下正面临这样的烦恼。\n4月26日，市场监管总局发布通知，依法对美团涉嫌垄断行为立案调查。\n短期来看，会罚多少钱？中长期来看，是否会对美团的业务布局产生影响？王兴会不会就此重新梳理一下他的“边界论”？","news_type":1,"symbols_score_info":{"03690":0.9,"QNETCN":0.9}},"isVote":1,"tweetType":1,"viewCount":2656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390414056,"gmtCreate":1605836827075,"gmtModify":1703839995389,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TT\">$Trane Technologies PLC(TT)$</a> 昨天收盘前进了1000股TT， 看看未来一周走势如何","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TT\">$Trane Technologies PLC(TT)$</a> 昨天收盘前进了1000股TT， 看看未来一周走势如何","text":"$Trane Technologies PLC(TT)$ 昨天收盘前进了1000股TT， 看看未来一周走势如何","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/390414056","isVote":1,"tweetType":1,"viewCount":2813,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866999903,"gmtCreate":1632718286202,"gmtModify":1632718506955,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"坐看看空美光的被打脸","listText":"坐看看空美光的被打脸","text":"坐看看空美光的被打脸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866999903","repostId":"2170645634","repostType":4,"repost":{"id":"2170645634","kind":"highlight","pubTimestamp":1632713105,"share":"https://ttm.financial/m/news/2170645634?lang=&edition=full","pubTime":"2021-09-27 11:25","market":"us","language":"zh","title":"尽管芯片需求强劲，分析师预计美光科技Q4业绩难超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2170645634","media":"新浪财经","summary":"　　美光科技将于9月28日公布2021年第四季度财报。Zacks预期其Q4调整后每股收益为 2.31 美元，同比增长113.9%；预计营收为81.9 亿美元，同比增长35.3%。　　该公司在过去四个季度的收益都超过了Zacks的共识估计，平均较预期高出7.7%。　　在家工作和学习的情况刺激了个人电脑制造商和数据中心运营商对芯片的大量需求，预计这将推动美光科技第四季度业绩。　　Zacks予美光科技的评级为4（卖出），根据模型，美光本季度的收益可能不会超过预期。","content":"<p><a href=\"https://laohu8.com/S/MU\">美光科技</a>（MU.US）将于9月28日公布2021年第四季度财报。 Zacks预期其Q4调整后每股收益为 2.31 美元，同比增长113.9%；预计营收为81.9 亿美元，同比增长35.3%。</p>\n<p>该公司在过去四个季度的收益都超过了Zacks的共识估计，平均较预期高出7.7%。</p>\n<p><img src=\"https://static.tigerbbs.com/893e998d1767599e575186603826c2d7\" tg-width=\"578\" tg-height=\"315\" referrerpolicy=\"no-referrer\"></p>\n<p>需要考虑的因素</p>\n<p>在家工作和学习的情况刺激了个人电脑制造商和数据中心运营商对芯片的大量需求，预计这将推动美光科技第四季度业绩。</p>\n<p>疫情期间的远程工作和在线学习趋势也促进了对云存储的需求。 此外，封锁促进了全球在线和电子商务服务的使用，迫使数据中心运营商增加容量，以适应云服务的需求激增。 这些因素都可能提高美光在本季度的营收。</p>\n<p>预计第四季度的云计算、图形、个人电脑和笔记本电脑、5G和汽车市场的DRAM Bit出货量稳步上升。</p>\n<p>不过，利润率较低的 NAND产品的占比上升，加上内存价格较低且制造成本难以下降，预计将使利润率吃紧。</p>\n<p>此外，更高的预审费用和人工费用可能对美光公司第四季度的业绩产生负面影响。 在第二季度的财报电话会议上，该公司指出，由于预审费用和人工费用的增加，预计2021财年下半年的运营费用将增加。</p>\n<p>另外，由于恢复加薪，预计第四季度的运营费用将大幅增加。 这可能会损害季度利润率和盈利能力。</p>\n<p>Zacks予美光科技的评级为4（卖出），根据模型，美光本季度的收益可能不会超过预期。</p>","source":"sina_us","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>尽管芯片需求强劲，分析师预计美光科技Q4业绩难超预期</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尽管芯片需求强劲，分析师预计美光科技Q4业绩难超预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-27 11:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-09-27/doc-iktzscyx6559050.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美光科技（MU.US）将于9月28日公布2021年第四季度财报。 Zacks预期其Q4调整后每股收益为 2.31 美元，同比增长113.9%；预计营收为81.9 亿美元，同比增长35.3%。\n该公司在过去四个季度的收益都超过了Zacks的共识估计，平均较预期高出7.7%。\n\n需要考虑的因素\n在家工作和学习的情况刺激了个人电脑制造商和数据中心运营商对芯片的大量需求，预计这将推动美光科技第四季度业绩。...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-09-27/doc-iktzscyx6559050.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8b81c0c0111c68e734ad1f1bf2673e76","relate_stocks":{"159813":"芯片","MU":"美光科技"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-09-27/doc-iktzscyx6559050.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2170645634","content_text":"美光科技（MU.US）将于9月28日公布2021年第四季度财报。 Zacks预期其Q4调整后每股收益为 2.31 美元，同比增长113.9%；预计营收为81.9 亿美元，同比增长35.3%。\n该公司在过去四个季度的收益都超过了Zacks的共识估计，平均较预期高出7.7%。\n\n需要考虑的因素\n在家工作和学习的情况刺激了个人电脑制造商和数据中心运营商对芯片的大量需求，预计这将推动美光科技第四季度业绩。\n疫情期间的远程工作和在线学习趋势也促进了对云存储的需求。 此外，封锁促进了全球在线和电子商务服务的使用，迫使数据中心运营商增加容量，以适应云服务的需求激增。 这些因素都可能提高美光在本季度的营收。\n预计第四季度的云计算、图形、个人电脑和笔记本电脑、5G和汽车市场的DRAM Bit出货量稳步上升。\n不过，利润率较低的 NAND产品的占比上升，加上内存价格较低且制造成本难以下降，预计将使利润率吃紧。\n此外，更高的预审费用和人工费用可能对美光公司第四季度的业绩产生负面影响。 在第二季度的财报电话会议上，该公司指出，由于预审费用和人工费用的增加，预计2021财年下半年的运营费用将增加。\n另外，由于恢复加薪，预计第四季度的运营费用将大幅增加。 这可能会损害季度利润率和盈利能力。\nZacks予美光科技的评级为4（卖出），根据模型，美光本季度的收益可能不会超过预期。","news_type":1,"symbols_score_info":{"159813":0.9,"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":3314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":140050708,"gmtCreate":1625620686804,"gmtModify":1625620686804,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CRSR\">$Corsair Gaming, Inc.(CRSR)$</a> 请问哪位知道CRSR 的Q2 财报发布日期？","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CRSR\">$Corsair Gaming, Inc.(CRSR)$</a> 请问哪位知道CRSR 的Q2 财报发布日期？","text":"$Corsair Gaming, Inc.(CRSR)$ 请问哪位知道CRSR 的Q2 财报发布日期？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/140050708","isVote":1,"tweetType":1,"viewCount":2045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":131071561,"gmtCreate":1621818968853,"gmtModify":1621818968853,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"木头姐感觉为了她的etf 已经开始胡言乱语，出卖灵魂了","listText":"木头姐感觉为了她的etf 已经开始胡言乱语，出卖灵魂了","text":"木头姐感觉为了她的etf 已经开始胡言乱语，出卖灵魂了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/131071561","repostId":"1119299095","repostType":2,"isVote":1,"tweetType":1,"viewCount":643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694747183,"gmtCreate":1642141110744,"gmtModify":1642141810534,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"机构用心险恶，12美元？ 卖废铜烂铁都不止这个价，希望市场狠狠打脸这些缺德的分析师","listText":"机构用心险恶，12美元？ 卖废铜烂铁都不止这个价，希望市场狠狠打脸这些缺德的分析师","text":"机构用心险恶，12美元？ 卖废铜烂铁都不止这个价，希望市场狠狠打脸这些缺德的分析师","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694747183","repostId":"2203979449","repostType":2,"repost":{"id":"2203979449","kind":"news","pubTimestamp":1642125641,"share":"https://ttm.financial/m/news/2203979449?lang=&edition=full","pubTime":"2022-01-14 10:00","market":"sh","language":"zh","title":"乘新能源东风 福特老当益壮：市值首破千亿美元 股价创20年新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2203979449","media":"同花顺财经","summary":"福特的新能源转型计划给这个老牌车企巨头带来了新的增长动力，也使其得以加入拥有千亿美元市值但市销率小于1的俱乐部。但相比增长机会，分析师看到的更多的是汽车行业增长的风险。 ...","content":"<html><body><div>\n<p>　　在一众“后辈”新能源车企的围攻下，已经118岁高龄的<a href=\"https://laohu8.com/S/F\">福特汽车</a>着实担得起“老当益壮”这四个字。</p><p>　　在周四隔夜交易中，福特汽车一度跳涨5.7%至25.87美元，创下20多年新高，也使其市值史上首次突破1000亿美元。随后涨幅收窄至2.3%，收报25美元，也使其市值定格在999.9亿美元，但其股价一年累计涨幅也已高达160%。</p><p contenteditable=\"false\" loaded=\"success-image\"><img border=\"0\" src=\"http://u.thsi.cn/imgsrc/input/1b0cbe7d9662a18fe45fa511e2864ada.png\"/></p><p>　　推动福特股价的动力是其正在加快向新能源转型的步伐，尤其是推出了两大传统畅销车型野马和F-150皮卡的电动版――野马Mach-E以及闪电皮卡。</p><p>　　虽然离新能源车龙头<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的1万亿美元市值还有很大差距，但福特的成绩已经超过了同为老牌车企的<a href=\"https://laohu8.com/S/GM\">通用汽车</a>(市值约900亿美元)，以及此前一度被称为“特斯拉杀手”的造车新星Rivian(市值约720亿美元)。</p><p>　　值得一提的是，此次福特市值破千亿美元，也使其得以进入一个稀有的公司群体：市值超过1000亿美元，且低于营收，即市销率(PSR)不到1――因为福特的营收早在30年前就超过了1000亿美元。在这个“俱乐部”中，其他成员还包括美国最大药品零售店西维斯健康(CVS Health)，以及全球最大的商品零售巨头<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>。</p><p>　　而通常情况下，一个公司的市销率越低，意味着该公司的投资价值越大。</p><p>　　相比之下，市值超1000亿美元公司的市值平均下来是其营收的7倍，尤其以<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>为首――该公司的市值是其去年营收的27倍；如果以Rivian为例，则这个数字更为夸张：该公司到目前营收只有大约100万美元，但其估值已经高达750亿美元。</p><p>　　不过并不是所有华尔街分析师都完全看好福特能够成功转型。</p><p>　　比如<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Adam Jonas就同样于周四发布了一份报告，称“福特讲的故事对市场吸引力让我们感到惊讶”。在他看来，福特管理层做出了战略调整，带来了新的评级，股价走势也令人印象深刻，但是与此同时，福特乃至整个汽车行业所面临的风险正在以比机会更快的速度上升。</p><p>　　在最近一份调查中，22位分析师给福特的平均目标价为21.8美元，而摩根士丹利更为福特给出了12美元的目标价。</p><p>　　相关阅读&gt;&gt;&gt;美股挖掘机|2021最牛汽车股：“老骥”福特 志在千里</p>\n<p><strong>关注<a href=\"https://laohu8.com/S/300033\">同花顺</a>财经（ths518），获取更多机会</strong></p>\n<span></span>\n</div></body></html>","source":"tonghuashun","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>乘新能源东风 福特老当益壮：市值首破千亿美元 股价创20年新高</title>\n<style 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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乘新能源东风 福特老当益壮：市值首破千亿美元 股价创20年新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-14 10:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://stock.10jqka.com.cn/usstock/20220114/c635991666.shtml><strong>同花顺财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在一众“后辈”新能源车企的围攻下，已经118岁高龄的福特汽车着实担得起“老当益壮”这四个字。　　在周四隔夜交易中，福特汽车一度跳涨5.7%至25.87美元，创下20多年新高，也使其市值史上首次突破1000亿美元。随后涨幅收窄至2.3%，收报25美元，也使其市值定格在999.9亿美元，但其股价一年累计涨幅也已高达160%。　　推动福特股价的动力是其正在加快向新能源转型的步伐，尤其是推出了两大传统畅销...</p>\n\n<a href=\"http://stock.10jqka.com.cn/usstock/20220114/c635991666.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c98d33d3369990730a901b19fedfe1d4","relate_stocks":{"159875":"新能源","160640":"新能源","399941":"新能源","F":"福特汽车","BK4555":"新能源车","000941.SH":"新能源","BK4099":"汽车制造商"},"source_url":"http://stock.10jqka.com.cn/usstock/20220114/c635991666.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/f0343184bd9b9c963ed02b302442e2b8","article_id":"2203979449","content_text":"在一众“后辈”新能源车企的围攻下，已经118岁高龄的福特汽车着实担得起“老当益壮”这四个字。　　在周四隔夜交易中，福特汽车一度跳涨5.7%至25.87美元，创下20多年新高，也使其市值史上首次突破1000亿美元。随后涨幅收窄至2.3%，收报25美元，也使其市值定格在999.9亿美元，但其股价一年累计涨幅也已高达160%。　　推动福特股价的动力是其正在加快向新能源转型的步伐，尤其是推出了两大传统畅销车型野马和F-150皮卡的电动版――野马Mach-E以及闪电皮卡。　　虽然离新能源车龙头特斯拉的1万亿美元市值还有很大差距，但福特的成绩已经超过了同为老牌车企的通用汽车(市值约900亿美元)，以及此前一度被称为“特斯拉杀手”的造车新星Rivian(市值约720亿美元)。　　值得一提的是，此次福特市值破千亿美元，也使其得以进入一个稀有的公司群体：市值超过1000亿美元，且低于营收，即市销率(PSR)不到1――因为福特的营收早在30年前就超过了1000亿美元。在这个“俱乐部”中，其他成员还包括美国最大药品零售店西维斯健康(CVS Health)，以及全球最大的商品零售巨头沃尔玛。　　而通常情况下，一个公司的市销率越低，意味着该公司的投资价值越大。　　相比之下，市值超1000亿美元公司的市值平均下来是其营收的7倍，尤其以英伟达为首――该公司的市值是其去年营收的27倍；如果以Rivian为例，则这个数字更为夸张：该公司到目前营收只有大约100万美元，但其估值已经高达750亿美元。　　不过并不是所有华尔街分析师都完全看好福特能够成功转型。　　比如摩根士丹利分析师Adam Jonas就同样于周四发布了一份报告，称“福特讲的故事对市场吸引力让我们感到惊讶”。在他看来，福特管理层做出了战略调整，带来了新的评级，股价走势也令人印象深刻，但是与此同时，福特乃至整个汽车行业所面临的风险正在以比机会更快的速度上升。　　在最近一份调查中，22位分析师给福特的平均目标价为21.8美元，而摩根士丹利更为福特给出了12美元的目标价。　　相关阅读>>>美股挖掘机|2021最牛汽车股：“老骥”福特 志在千里\n关注同花顺财经（ths518），获取更多机会","news_type":1,"symbols_score_info":{"159875":1,"160640":1,"399941":1,"000941.SH":1,"F":1}},"isVote":1,"tweetType":1,"viewCount":2561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607690055,"gmtCreate":1639530169644,"gmtModify":1639530169644,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"木头姐已经成了笑话，还通缩？","listText":"木头姐已经成了笑话，还通缩？","text":"木头姐已经成了笑话，还通缩？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607690055","repostId":"2191957382","repostType":2,"repost":{"id":"2191957382","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1639527104,"share":"https://ttm.financial/m/news/2191957382?lang=&edition=full","pubTime":"2021-12-15 08:11","market":"fut","language":"zh","title":"美国女股神Cathie Wood仍认为未来一年最大风险是通缩，而非通胀","url":"https://stock-news.laohu8.com/highlight/detail?id=2191957382","media":"Reuters","summary":"路透纽约12月14日 - Ark Invest明星选股人Cathie Wood在周二的网络研讨会上再次警告说，未来一年金融市场和经济面临的最大风险通缩，而不是通胀。受累于对物价上涨的担忧和升息预期，Wood麾下规模161亿美元的旗舰基金ARK Innovation Fund  今年受创。该基金曾是2020年表现最好的美国股票基金。同时Wood指出，她预计未来一年的美国经济增长将低于许多经济学家的预期，这促使人们重新转向那种无论经济情况如何都能增长的创新公司。","content":"<html><body><p>路透纽约12月14日 - Ark Invest明星选股人Cathie Wood在周二的网络研讨会上再次警告说，未来一年金融市场和经济面临的最大风险通缩，而不是通胀。</p><p>   受累于对物价上涨的担忧和升息预期，Wood麾下规模161亿美元的旗舰基金ARK Innovation Fund  今年受创。该基金今年迄今下跌24%，尽管同期标普500指数上涨24%。该基金曾是2020年表现最好的美国股票基金。</p><p>   “我们感觉，我们正经历Ark之前大规模押注<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>  和比特币时一样的反对声音，这两者后来都大涨1,000%以上，”Wood表示，尽管今年股票投资出现亏损，但“我们对自己的战略信心增强”。</p><p>   Wood认为，从居家趋势中获利的公司属于创新范畴，包括特斯拉和生物技术股。Wood说，创新股的论据包括来自债券市场的迹象，即通胀预期正在放缓，以及大宗商品价格普遍下跌。</p><p>   同时Wood指出，她预计未来一年的美国经济增长将低于许多经济学家的预期，这促使人们重新转向那种无论经济情况如何都能增长的创新公司。(完)    </p><p>   ****如欲参考原文报导，请点选 即可撷取浏览****</p><p> (编译 杜明霞；审校 张荻)</p><p>((mingxia.du@thomsonreuters.com; 86-10-56692070;))</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>美国女股神Cathie Wood仍认为未来一年最大风险是通缩，而非通胀</title>\n<style 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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美国女股神Cathie Wood仍认为未来一年最大风险是通缩，而非通胀\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-12-15 08:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>路透纽约12月14日 - Ark Invest明星选股人Cathie Wood在周二的网络研讨会上再次警告说，未来一年金融市场和经济面临的最大风险通缩，而不是通胀。</p><p>   受累于对物价上涨的担忧和升息预期，Wood麾下规模161亿美元的旗舰基金ARK Innovation Fund  今年受创。该基金今年迄今下跌24%，尽管同期标普500指数上涨24%。该基金曾是2020年表现最好的美国股票基金。</p><p>   “我们感觉，我们正经历Ark之前大规模押注<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>  和比特币时一样的反对声音，这两者后来都大涨1,000%以上，”Wood表示，尽管今年股票投资出现亏损，但“我们对自己的战略信心增强”。</p><p>   Wood认为，从居家趋势中获利的公司属于创新范畴，包括特斯拉和生物技术股。Wood说，创新股的论据包括来自债券市场的迹象，即通胀预期正在放缓，以及大宗商品价格普遍下跌。</p><p>   同时Wood指出，她预计未来一年的美国经济增长将低于许多经济学家的预期，这促使人们重新转向那种无论经济情况如何都能增长的创新公司。(完)    </p><p>   ****如欲参考原文报导，请点选 即可撷取浏览****</p><p> (编译 杜明霞；审校 张荻)</p><p>((mingxia.du@thomsonreuters.com; 86-10-56692070;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0dd1549a90968778a7afdc56cd660b1b","relate_stocks":{"ZM":"Zoom","TDOC":"Teladoc Health Inc."},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2191957382","content_text":"路透纽约12月14日 - Ark Invest明星选股人Cathie Wood在周二的网络研讨会上再次警告说，未来一年金融市场和经济面临的最大风险通缩，而不是通胀。   受累于对物价上涨的担忧和升息预期，Wood麾下规模161亿美元的旗舰基金ARK Innovation Fund  今年受创。该基金今年迄今下跌24%，尽管同期标普500指数上涨24%。该基金曾是2020年表现最好的美国股票基金。   “我们感觉，我们正经历Ark之前大规模押注特斯拉  和比特币时一样的反对声音，这两者后来都大涨1,000%以上，”Wood表示，尽管今年股票投资出现亏损，但“我们对自己的战略信心增强”。   Wood认为，从居家趋势中获利的公司属于创新范畴，包括特斯拉和生物技术股。Wood说，创新股的论据包括来自债券市场的迹象，即通胀预期正在放缓，以及大宗商品价格普遍下跌。   同时Wood指出，她预计未来一年的美国经济增长将低于许多经济学家的预期，这促使人们重新转向那种无论经济情况如何都能增长的创新公司。(完)       ****如欲参考原文报导，请点选 即可撷取浏览**** (编译 杜明霞；审校 张荻)((mingxia.du@thomsonreuters.com; 86-10-56692070;))","news_type":1,"symbols_score_info":{"ARKIU":1,"TDOC":0.9,"ZM":0.9}},"isVote":1,"tweetType":1,"viewCount":3236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607030202,"gmtCreate":1639454002762,"gmtModify":1639454002762,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"木头姐的操作 是最佳反向指标","listText":"木头姐的操作 是最佳反向指标","text":"木头姐的操作 是最佳反向指标","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607030202","repostId":"2191788938","repostType":2,"repost":{"id":"2191788938","kind":"highlight","weMediaInfo":{"introduction":"凤凰网港股","home_visible":1,"media_name":"凤凰网港股","id":"1039806269","head_image":"https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817"},"pubTimestamp":1639451412,"share":"https://ttm.financial/m/news/2191788938?lang=&edition=full","pubTime":"2021-12-14 11:10","market":"hk","language":"zh","title":"传ARK基金减持辉瑞(PFE)及亚马逊(AMZN)等股","url":"https://stock-news.laohu8.com/highlight/detail?id=2191788938","media":"凤凰网港股","summary":"凤凰网港股|据悉，“木头姐”凯西·伍德旗下ARK基金减持辉瑞(PFE)、亚马逊(AMZN)、Meta Platforms(FB)，增持UiPath(PATH)、Robinhood(HOOD)、Nu Holdings(NU)。","content":"<html><body><p>凤凰网港股|据悉，“木头姐”凯西·伍德旗下ARK基金减持<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>(PFE)、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN)、<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>(FB)，增持<a href=\"https://laohu8.com/S/PATH\">UiPath</a>(PATH)、Robinhood(HOOD)、Nu Holdings(NU)。</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ARK基金减持辉瑞(PFE)及亚马逊(AMZN)等股</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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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n传ARK基金减持辉瑞(PFE)及亚马逊(AMZN)等股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039806269\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2021-12-14 11:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>凤凰网港股|据悉，“木头姐”凯西·伍德旗下ARK基金减持<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>(PFE)、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN)、<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>(FB)，增持<a href=\"https://laohu8.com/S/PATH\">UiPath</a>(PATH)、Robinhood(HOOD)、Nu Holdings(NU)。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/51edcbed4cc4bf7f4b7ca9a4a8cb859d","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4122":"互联网与直销零售","BK4544":"ARK ETF合集","BK4566":"资本集团","ARKK":"ARK Innovation ETF","BK4535":"淡马锡持仓","BK4538":"云计算","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","BK4568":"美国抗疫概念","PFE":"辉瑞","BK4548":"巴美列捷福持仓","BK4507":"流媒体概念","AMZN":"亚马逊","BK4551":"寇图资本持仓","BK4007":"制药","BK4561":"索罗斯持仓","BK4524":"宅经济概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4527":"明星科技股"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=ec736e00794bd6669a8bd7fee4956b01","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2191788938","content_text":"凤凰网港股|据悉，“木头姐”凯西·伍德旗下ARK基金减持辉瑞(PFE)、亚马逊(AMZN)、Meta Platforms(FB)，增持UiPath(PATH)、Robinhood(HOOD)、Nu 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