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2022-01-04

[微笑]

@贱贱的理财笔记:港股打新之重启2022—SPAC、FINI加持下能否再现热潮

2021-12-03

[微笑]

抱歉，原内容已删除

2021-11-21

Latest

Does Sono Group Have a Breakthrough Innovation That Could Put “Range Anxiety” to Bed?

2021-11-19

[微笑]

抱歉，原内容已删除

2021-11-17

[微笑]

美国10月零售销售环比增加1.7%，较前值大幅上升

2021-11-13

[微笑]

Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity

2021-11-13

[微笑]

抱歉，原内容已删除

2021-09-16

[财迷]

选秀四年，爱奇艺赚了多少钱？

2021-08-29

[财迷]

抱歉，原内容已删除

2021-08-27

[微笑]

快手反扑、抖音稳固，短视频平台增长空间依旧

2021-08-26

Latest

Why Dogecoin, Ethereum, and XRP Dropped Today

2021-08-25

[财迷] [财迷]

贝壳涨幅扩大至逾15%！大摩给予持有评级

2021-08-21

Latest

Ignore Elon Musk’s dancing distraction and face the dangers ahead for Tesla

2021-08-20

[财迷]

图森未来大涨超15%，据称又获“牛市女皇”增持

2021-08-19

[财迷]

研究机构预测特斯拉2022年销量将突破130万辆

2021-08-18

[微笑]

大数据分析公司Palantir囤积金条，以应对“黑天鹅”事件

2021-08-11

[财迷]

Coinbase第二季度净利润16.06亿美元，同比大增49倍

2021-08-09

[微笑]

港股内房股走强，绿城中国、万科企业涨超5%

2021-08-07

[财迷]

阿里这份财报，其实很有含金量

2021-08-07

[微笑] [微笑]

SOHO中国：黑石236亿港元收购案获市场监管总局审查

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-回首2021-回想去年的这个时候，新股市场还是比较火热的，大家都在积极备战医渡云和<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>&nbsp;，我自己21年中的第一股也就是医渡云，再到后来的诺辉健康也算是在年初给大家狠狠赚了一笔了。不过从朝云集团开始走下坡，跌跌撞撞到了联易融和京东物流稍微回来一波，直到时代天使的上市，算是今年港股打新的热情高点了，极低的中签率不负其盘中高点一手赚6万多港币的表现，还记得当时在招股期有不少从事牙科朋友想来参与打新，真是一片大好行情。不过高涨的行情也没撑住多久，奈雪的茶爆冷出局，也是让不少奶茶妹妹心痛不已，好在随后连续招股的几支还算表现不错，不过我自己今年的打新基本也就停在这期间，奈雪过后确实情绪有所低迷，连续招股的也就只打了几支，最后申购的新股是环球新材国际，也算是表现还不错。后面的剧情 发展大家就基本清楚了，从先瑞达和心玮开始医药B股就又开始跌跌不休了，市场行情也算是跌入到了谷底，不少计划招股的都撤回了，后面那么多新股比较看好的也就只有雍禾医疗和<a target=\"_blank\" href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$</a>&nbsp;两支，因为此前工作中都有接触过他们公司的，所以相对了解一些，不过自己也是比较保守，在那时候的行情下也是都没申购，行情低迷时候也不敢去和市场做博弈，保本还是更重要。其实港股市场在21年的表现整体就不尽人意，所以打新表现差也不难理解，整个商场生意都不好，你还指望里","listText":"年底的3支新股以收涨结尾也算是给打新人一点慰藉，在无止境的黑暗中看到零星的曙光来临的迹象，所以2022年的第一篇文章复盘回顾一下21年的新股情况，同时从港交所22年的3个新政策来展望22年的新股趋势。 -回首2021-回想去年的这个时候，新股市场还是比较火热的，大家都在积极备战医渡云和<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>&nbsp;，我自己21年中的第一股也就是医渡云，再到后来的诺辉健康也算是在年初给大家狠狠赚了一笔了。不过从朝云集团开始走下坡，跌跌撞撞到了联易融和京东物流稍微回来一波，直到时代天使的上市，算是今年港股打新的热情高点了，极低的中签率不负其盘中高点一手赚6万多港币的表现，还记得当时在招股期有不少从事牙科朋友想来参与打新，真是一片大好行情。不过高涨的行情也没撑住多久，奈雪的茶爆冷出局，也是让不少奶茶妹妹心痛不已，好在随后连续招股的几支还算表现不错，不过我自己今年的打新基本也就停在这期间，奈雪过后确实情绪有所低迷，连续招股的也就只打了几支，最后申购的新股是环球新材国际，也算是表现还不错。后面的剧情 发展大家就基本清楚了，从先瑞达和心玮开始医药B股就又开始跌跌不休了，市场行情也算是跌入到了谷底，不少计划招股的都撤回了，后面那么多新股比较看好的也就只有雍禾医疗和<a target=\"_blank\" href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$</a>&nbsp;两支，因为此前工作中都有接触过他们公司的，所以相对了解一些，不过自己也是比较保守，在那时候的行情下也是都没申购，行情低迷时候也不敢去和市场做博弈，保本还是更重要。其实港股市场在21年的表现整体就不尽人意，所以打新表现差也不难理解，整个商场生意都不好，你还指望里","text":"年底的3支新股以收涨结尾也算是给打新人一点慰藉，在无止境的黑暗中看到零星的曙光来临的迹象，所以2022年的第一篇文章复盘回顾一下21年的新股情况，同时从港交所22年的3个新政策来展望22年的新股趋势。 -回首2021-回想去年的这个时候，新股市场还是比较火热的，大家都在积极备战医渡云和$快手-W(01024)$ ，我自己21年中的第一股也就是医渡云，再到后来的诺辉健康也算是在年初给大家狠狠赚了一笔了。不过从朝云集团开始走下坡，跌跌撞撞到了联易融和京东物流稍微回来一波，直到时代天使的上市，算是今年港股打新的热情高点了，极低的中签率不负其盘中高点一手赚6万多港币的表现，还记得当时在招股期有不少从事牙科朋友想来参与打新，真是一片大好行情。不过高涨的行情也没撑住多久，奈雪的茶爆冷出局，也是让不少奶茶妹妹心痛不已，好在随后连续招股的几支还算表现不错，不过我自己今年的打新基本也就停在这期间，奈雪过后确实情绪有所低迷，连续招股的也就只打了几支，最后申购的新股是环球新材国际，也算是表现还不错。后面的剧情 发展大家就基本清楚了，从先瑞达和心玮开始医药B股就又开始跌跌不休了，市场行情也算是跌入到了谷底，不少计划招股的都撤回了，后面那么多新股比较看好的也就只有雍禾医疗和$商汤-W(00020)$ 两支，因为此前工作中都有接触过他们公司的，所以相对了解一些，不过自己也是比较保守，在那时候的行情下也是都没申购，行情低迷时候也不敢去和市场做博弈，保本还是更重要。其实港股市场在21年的表现整体就不尽人意，所以打新表现差也不难理解，整个商场生意都不好，你还指望里","images":[{"img":"https://static.tigerbbs.com/f54857d9b45eb7eeac454cbcf54882ce","width":"632","height":"269"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692472939","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601944436,"gmtCreate":1638488087304,"gmtModify":1638488087304,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585478577831133","idStr":"3585478577831133"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601944436","repostId":"1137565090","repostType":4,"isVote":1,"tweetType":1,"viewCount":1963,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872128249,"gmtCreate":1637460594064,"gmtModify":1637460594064,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585478577831133","idStr":"3585478577831133"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872128249","repostId":"1193739210","repostType":4,"repost":{"id":"1193739210","kind":"news","pubTimestamp":1637457862,"share":"https://ttm.financial/m/news/1193739210?lang=&edition=full","pubTime":"2021-11-21 09:24","market":"us","language":"en","title":"Does Sono Group Have a Breakthrough Innovation That Could Put “Range Anxiety” to Bed?","url":"https://stock-news.laohu8.com/highlight/detail?id=1193739210","media":"Investorplace","summary":"In a blink-and-you-miss-it moment this week, one of the most interestingelectric vehicle (EV) startu","content":"<p>In a blink-and-you-miss-it moment this week, one of the most interesting<b><i>electric vehicle (EV) startups</i></b>in the worldwent publicthrough a super successful initial public offering (IPO).</p>\n<p>That company is the Germany-based&nbsp;<b>Sono Group</b>(NASDAQ:<b><u>SEV</u></b>) – a small EV company that’s unlike any other electric vehicle firm on the planet. This isn’t the next&nbsp;<b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>)<b>,</b>nor is it the next&nbsp;<b>Lucid</b>&nbsp;<b>Group</b>(NASDAQ:<b><u>LCID</u></b>) or&nbsp;<b>Rivian</b>(NASDAQ:<b><u>RIVN</u></b>)… and that’s by design.</p>\n<p>Because, while all those EV makers are making plug-in electric vehicles, Sono is making the world’s first<b>solar electric vehicle</b>, or “<b>SEV</b>.”</p>\n<p>Soaring 150%-plus from its $15 IPO price Wednesday, investors have sat up to take notice of this company that is helmed by a CEO barely out of university.</p>\n<p>Indeed, at age 26, Sono founder Laurin Hahn cuts a very different image than your typical CEO. Hahn’s an environmentalist and idealist at heart, which is why Sono’s goal isn’t just to sell cars, but to “implement an innovative CO2-neutral mobility concept.” Out of that vision comes the&nbsp;<b>Sion</b>– an understated, no-frills attempt at designing an effective solar EV for the masses.</p>\n<p>And unlike the glossy, leather-clad premium electric vehicles dominating most conversations around EVs, the Sion actually feels like a vehicle designed to put the world on the right path toward net-zero carbon emissions.</p>\n<p>To ensure its vision aligned with the needs of everyday drivers, the company’s signature vehicle – the Sion – had its users in mind from the very beginning. Everything from the color and upholstery of the car to the voltage and resulting range of the battery was voted on by a community of 15,000.</p>\n<p>As for its look, the Sion essentially replaces the exterior aluminum and paint on an electric car with 248 flexible solar modules that are perfectly adapted to the shape of the vehicle.</p>\n<p>The car looks, drives, and acts just like any other mass-market EV. But as it drives, it charges itself through these solar cells. There’s a still a battery at the core of the vehicle, but it doesn’t rely on being plugged in – the battery can be recharged by simply leaving it out in the sun.</p>\n<p>The huge value-add here, of course, is solving so-called EV “<b><i>range anxiety</i></b><i>,</i>” or the fear that EVs won’t be able to drive you as far as you need to go.</p>\n<p>To-date, such fears have proven very legitimate. After all, your typical EV today fetches around 250 miles of driving range. Your average gas car can travel up to 400 miles per tank. So, yes, EVs have historically been limiting in terms of how far they can travel.</p>\n<p>Sono Motors believes that its solar EV tech will fix this issue. And while it is a very innovative solution that we find super interesting, there’s just one small issue:<b>It doesn’t actually solve the “range anxiety” problem.</b></p>\n<p>Sono’s claim is that its solar cells collectively add about 70 miles of driving range to its Sion EV, which has a built-in driving range of 190 miles. Add it up, and even with these solar panels, the Sion still gets less than 300 miles of real-time driving range – much less than the 400 miles a gas-powered car fetches per tank.</p>\n<p>But solar technology is not static –it’s very dynamic. And right now, scientists across the globe are working on multiple solar technology breakthroughs to dramatically improve the performance of solar cells. One such promising breakthrough is the inclusion of perovskites in solar cells. Perovskites are a very flexible material, and therefore, could be included in Sono’s solar mobility tech to significantly improve the performance of these SEVs.</p>\n<p>In other words, while solar electric vehicles are cool, the underlying solar cell technology here is still many years away from being robust enough to actually solve EV range anxiety fears.</p>\n<p>That’s the bad news.</p>\n<p>The good news, though, is that we don’t even<i>need</i>solar electric vehicles to solve range anxiety…</p>\n<p>Because there is&nbsp;<b><i>another breakthrough battery technology being pioneered today</i></b>, which is ready to add not just 70 or 80 miles of driving range to an EV – but potentially thousands of miles of driving range to an EV, thereby allowing electric cars to travel as much as 10X as far as gas-powered cars on a single charge.</p>\n<p>These batteries are the future and will forever solve the EV “range anxiety” problem.</p>\n<p>It’s simple, really… With them, EVs will last forever.</p>\n<p>The technology behind these forever batteries is exceptionally complex – so complex, in fact, that no one has been able to make one big enough to power an electric car yet.</p>\n<p><b><i>But that’s changing right now</i></b>, as some companies in this space have – for the first time ever – built small-scale “forever batteries” that are working. Now, all these companies have to do is scale these batteries and make them bigger.</p>\n<p>Make no mistake. They’re going to do just that. And the companies behind this forever battery technology will turn into titans of the EV industry.</p>\n<p>Not to mention,<b>their stocks will score shareholders enormous returns.</b></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>Does Sono Group Have a Breakthrough Innovation That Could Put “Range Anxiety” to Bed?</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\">\nDoes Sono Group Have a Breakthrough Innovation That Could Put “Range Anxiety” to Bed?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-21 09:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/hypergrowthinvesting/2021/11/does-sono-group-have-a-breakthrough-innovation-that-could-put-range-anxiety-to-bed/><strong>Investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In a blink-and-you-miss-it moment this week, one of the most interestingelectric vehicle (EV) startupsin the worldwent publicthrough a super successful initial public offering (IPO).\nThat company is ...</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2021/11/does-sono-group-have-a-breakthrough-innovation-that-could-put-range-anxiety-to-bed/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/hypergrowthinvesting/2021/11/does-sono-group-have-a-breakthrough-innovation-that-could-put-range-anxiety-to-bed/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193739210","content_text":"In a blink-and-you-miss-it moment this week, one of the most interestingelectric vehicle (EV) startupsin the worldwent publicthrough a super successful initial public offering (IPO).\nThat company is the Germany-based Sono Group(NASDAQ:SEV) – a small EV company that’s unlike any other electric vehicle firm on the planet. This isn’t the next Tesla(NASDAQ:TSLA),nor is it the next Lucid Group(NASDAQ:LCID) or Rivian(NASDAQ:RIVN)… and that’s by design.\nBecause, while all those EV makers are making plug-in electric vehicles, Sono is making the world’s firstsolar electric vehicle, or “SEV.”\nSoaring 150%-plus from its $15 IPO price Wednesday, investors have sat up to take notice of this company that is helmed by a CEO barely out of university.\nIndeed, at age 26, Sono founder Laurin Hahn cuts a very different image than your typical CEO. Hahn’s an environmentalist and idealist at heart, which is why Sono’s goal isn’t just to sell cars, but to “implement an innovative CO2-neutral mobility concept.” Out of that vision comes the Sion– an understated, no-frills attempt at designing an effective solar EV for the masses.\nAnd unlike the glossy, leather-clad premium electric vehicles dominating most conversations around EVs, the Sion actually feels like a vehicle designed to put the world on the right path toward net-zero carbon emissions.\nTo ensure its vision aligned with the needs of everyday drivers, the company’s signature vehicle – the Sion – had its users in mind from the very beginning. Everything from the color and upholstery of the car to the voltage and resulting range of the battery was voted on by a community of 15,000.\nAs for its look, the Sion essentially replaces the exterior aluminum and paint on an electric car with 248 flexible solar modules that are perfectly adapted to the shape of the vehicle.\nThe car looks, drives, and acts just like any other mass-market EV. But as it drives, it charges itself through these solar cells. There’s a still a battery at the core of the vehicle, but it doesn’t rely on being plugged in – the battery can be recharged by simply leaving it out in the sun.\nThe huge value-add here, of course, is solving so-called EV “range anxiety,” or the fear that EVs won’t be able to drive you as far as you need to go.\nTo-date, such fears have proven very legitimate. After all, your typical EV today fetches around 250 miles of driving range. Your average gas car can travel up to 400 miles per tank. So, yes, EVs have historically been limiting in terms of how far they can travel.\nSono Motors believes that its solar EV tech will fix this issue. And while it is a very innovative solution that we find super interesting, there’s just one small issue:It doesn’t actually solve the “range anxiety” problem.\nSono’s claim is that its solar cells collectively add about 70 miles of driving range to its Sion EV, which has a built-in driving range of 190 miles. Add it up, and even with these solar panels, the Sion still gets less than 300 miles of real-time driving range – much less than the 400 miles a gas-powered car fetches per tank.\nBut solar technology is not static –it’s very dynamic. And right now, scientists across the globe are working on multiple solar technology breakthroughs to dramatically improve the performance of solar cells. One such promising breakthrough is the inclusion of perovskites in solar cells. Perovskites are a very flexible material, and therefore, could be included in Sono’s solar mobility tech to significantly improve the performance of these SEVs.\nIn other words, while solar electric vehicles are cool, the underlying solar cell technology here is still many years away from being robust enough to actually solve EV range anxiety fears.\nThat’s the bad news.\nThe good news, though, is that we don’t evenneedsolar electric vehicles to solve range anxiety…\nBecause there is another breakthrough battery technology being pioneered today, which is ready to add not just 70 or 80 miles of driving range to an EV – but potentially thousands of miles of driving range to an EV, thereby allowing electric cars to travel as much as 10X as far as gas-powered cars on a single charge.\nThese batteries are the future and will forever solve the EV “range anxiety” problem.\nIt’s simple, really… With them, EVs will last forever.\nThe technology behind these forever batteries is exceptionally complex – so complex, in fact, that no one has been able to make one big enough to power an electric car yet.\nBut that’s changing right now, as some companies in this space have – for the first time ever – built small-scale “forever batteries” that are working. Now, all these companies have to do is scale these batteries and make them bigger.\nMake no mistake. They’re going to do just that. And the companies behind this forever battery technology will turn into titans of the EV industry.\nNot to mention,their stocks will score shareholders enormous returns.","news_type":1,"symbols_score_info":{"SEV":0.9}},"isVote":1,"tweetType":1,"viewCount":2347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876379808,"gmtCreate":1637277821848,"gmtModify":1637277821848,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585478577831133","idStr":"3585478577831133"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876379808","repostId":"1157744524","repostType":4,"isVote":1,"tweetType":1,"viewCount":2806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871431906,"gmtCreate":1637104378615,"gmtModify":1637104378700,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585478577831133","idStr":"3585478577831133"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871431906","repostId":"1131333867","repostType":4,"repost":{"id":"1131333867","kind":"news","pubTimestamp":1637070533,"share":"https://ttm.financial/m/news/1131333867?lang=&edition=full","pubTime":"2021-11-16 21:48","market":"us","language":"zh","title":"美国10月零售销售环比增加1.7%，较前值大幅上升","url":"https://stock-news.laohu8.com/highlight/detail?id=1131333867","media":"华尔街见闻","summary":"市场预计，美国10月核心零售销售月率增长0.9%，也高于9月份的0.8%。","content":"<p>尽管Dleta病毒引起了供应链方面的短缺，给美国人的零售消费带来了影响，但美国10月份零售销售大幅上升。</p>\n<p>美国商务部周二公布的数据显示，10月整体零售购买量上升了1.7%，高于前值0.7%。不包括汽车销售在内的10月份销售也增长了1.7%。</p>\n<p><img src=\"https://static.tigerbbs.com/6601483c24b8b482ebdaa4a87cfbaabc\" tg-width=\"1768\" tg-height=\"1020\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>市场预计，美国10月核心零售销售月率增长0.9%，也高于9月份的0.8%。</p>\n<p>零售数据对于判定美国的经济现状和前景具有重要指导作用，因为零售销售直接反映出消费者支出的增减变化。</p>\n<p>10月零售销售报告是美国第四季度关于国内生产总值（GDP）最早的数据之一。经济学家预计，美国GDP在第三季度出人意料地缓慢增长2%之后，在第四季度经济将增长5%。</p>\n<p>分析师此前指出，假如美国零售数据表现强于预期，美元有望走强，可能引发通胀并增加美联储加息的压力，这将推动金价和其它主要货币下滑。</p>","source":"highlight_wallstreetcn","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10月零售销售环比增加1.7%，较前值大幅上升</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国10月零售销售环比增加1.7%，较前值大幅上升\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-16 21:48 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3645083><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>尽管Dleta病毒引起了供应链方面的短缺，给美国人的零售消费带来了影响，但美国10月份零售销售大幅上升。\n美国商务部周二公布的数据显示，10月整体零售购买量上升了1.7%，高于前值0.7%。不包括汽车销售在内的10月份销售也增长了1.7%。\n\n市场预计，美国10月核心零售销售月率增长0.9%，也高于9月份的0.8%。\n零售数据对于判定美国的经济现状和前景具有重要指导作用，因为零售销售直接反映出...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3645083\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/987ab6715591b2ad7014d2cf9348920e","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3645083","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1131333867","content_text":"尽管Dleta病毒引起了供应链方面的短缺，给美国人的零售消费带来了影响，但美国10月份零售销售大幅上升。\n美国商务部周二公布的数据显示，10月整体零售购买量上升了1.7%，高于前值0.7%。不包括汽车销售在内的10月份销售也增长了1.7%。\n\n市场预计，美国10月核心零售销售月率增长0.9%，也高于9月份的0.8%。\n零售数据对于判定美国的经济现状和前景具有重要指导作用，因为零售销售直接反映出消费者支出的增减变化。\n10月零售销售报告是美国第四季度关于国内生产总值（GDP）最早的数据之一。经济学家预计，美国GDP在第三季度出人意料地缓慢增长2%之后，在第四季度经济将增长5%。\n分析师此前指出，假如美国零售数据表现强于预期，美元有望走强，可能引发通胀并增加美联储加息的压力，这将推动金价和其它主要货币下滑。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879746172,"gmtCreate":1636779851157,"gmtModify":1636779851157,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585478577831133","idStr":"3585478577831133"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879746172","repostId":"1129543601","repostType":4,"repost":{"id":"1129543601","kind":"news","pubTimestamp":1636770982,"share":"https://ttm.financial/m/news/1129543601?lang=&edition=full","pubTime":"2021-11-13 10:36","market":"us","language":"en","title":"Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=1129543601","media":"Seeking Alpha","summary":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>\n <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>\n <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>\n <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p>\n<p>Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p>\n<p>What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p>\n<p><b>Palantir's revenue continues to expand on both the commercial and government side</b></p>\n<p>Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p>\n<p>Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p>\n<p>The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p>\n<p>I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p>\n<p>PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p>\n<p><b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p>\n<p>In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p>\n<p>There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p>\n<p>The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p>\n<p><b>Conclusion</b></p>\n<p>PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p>\n<p><b>Seeking Alpha Marketplace</b></p>\n<p>I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</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>Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity</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\">\nPalantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-13 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in...</p>\n\n<a href=\"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity\">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://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129543601","content_text":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.\nPalantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.\nPalantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.\n\nAndreas Rentz/Getty Images Entertainment\nSome investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.\nWhat wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.\n(Source: Seeking Alpha)\nPalantir's revenue continues to expand on both the commercial and government side\nQuarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nSince Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.\nThe same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)\n(Source: Steven Fiorillo) (Data Source: Palantir)\nI am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.\n(Source: PLTR)\nPLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.\nPalantir is entering two new sectors that are going to be huge, carbon emissions, and crypto\nIn the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.\nThere has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as Exxon Mobil(NYSE:XOM) are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to scrub emissions out of the air and carbonate fuel cells to capture industrial emissions from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.\n(Source: Palantir)\nThe second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN) is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)\n(Source: Palantir)\nConclusion\nPLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.\nSeeking Alpha Marketplace\nI will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879746918,"gmtCreate":1636779833944,"gmtModify":1636779833944,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585478577831133","idStr":"3585478577831133"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879746918","repostId":"1151602326","repostType":4,"isVote":1,"tweetType":1,"viewCount":2652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":885057268,"gmtCreate":1631748062454,"gmtModify":1631891055257,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585478577831133","idStr":"3585478577831133"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/885057268","repostId":"1147644679","repostType":4,"repost":{"id":"1147644679","kind":"news","pubTimestamp":1631708990,"share":"https://ttm.financial/m/news/1147644679?lang=&edition=full","pubTime":"2021-09-15 20:29","market":"us","language":"zh","title":"选秀四年，爱奇艺赚了多少钱？","url":"https://stock-news.laohu8.com/highlight/detail?id=1147644679","media":"AI蓝媒汇","summary":"是时候给爱奇艺算笔账了。\n\n爱奇艺，即将少去一个现金牛。\n8月26日，龚宇宣布，爱奇艺将取消未来几年的偶像选秀节目以及场外投票环节。这也意味着，随着过去几年成为爱奇艺固定收入支柱之一的选秀节目停摆，爱","content":"<blockquote>\n <b>是时候给<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>算笔账了。</b>\n</blockquote>\n<p>爱奇艺，即将少去一个现金牛。</p>\n<p>8月26日，龚宇宣布，爱奇艺将取消未来几年的偶像选秀节目以及场外投票环节。<b>这也意味着，随着过去几年成为爱奇艺固定收入支柱之一的选秀节目停摆，爱奇艺这座偶像<a href=\"https://laohu8.com/S/DWA\">梦工厂</a>的一角将会悬空。</b></p>\n<p>几天后，9月2日，广电总局一纸文件下达，要求不得播出偶像养成节目。至此，无论是平台自身，还是从政策上，“选秀、C位出道、走花路”都已成为过去式。</p>\n<p>尽管落得了个不体面的终场，但不可否认，爱奇艺仍是选秀赛场上最大的赢家。</p>\n<p>从被称为“偶像元年”的2018年开始，爱奇艺先后推出了《偶像练习生》、《青春有你》、《青春有你2》以及腰斩的《青春有你3》。<b>4年，4部综艺，400位偶像，他们所反馈给爱奇艺的，不仅是总和近15亿次投票背后巨大的经济利益，还有水涨船高的招商费、冠名费，以及出道成团后演唱会、专辑等衍生周边所带来的收益。</b></p>\n<p>是时候给爱奇艺算算这笔账了。</p>\n<p><b>未出道，先捞钱</b></p>\n<p>先来看一组数据。</p>\n<p>据爱奇艺2018-2021年的财报显示，<b>在全年四个季度的会员服务收入中，Q1总是增长最为明显的一个季度。</b>这其中，以2020年的Q1最为突出，该季度会员服务收入约为46.34亿元人民币，同比增长近20%。而后，2020年剩余三季度会员服务收入持续下跌，直到2021年Q1这个数字才重新升至43.12亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/97d3509e989c92a516bf8486364a1e3c\" tg-width=\"1080\" tg-height=\"895\" referrerpolicy=\"no-referrer\"></p>\n<p>不难发现，这些增长与2018年便开始成为爱奇艺Q1王牌综艺的选秀节目不无关联。</p>\n<p>简单估算下，2018年Q1开始，每一个季度在会员服务收入这一项平均环比增长2亿左右，而到2020年Q1增长环比升至7.7亿，且在2020年全年会员服务收入负增长的情况下，2021年Q1增长4.6亿。</p>\n<p>也就是说，<b>若按照上述逻辑计算，选秀节目给爱奇艺带来的会员服务收入至少为12亿元。</b></p>\n<p>众所周知，在选秀节目中，要想为支持的偶像投票，最直接的方式就便是充值VIP会员，比普通用户多一倍的投票数不说，还比其他“买奶票换票”、“做指定任务换票”等投票渠道来得方便又快捷。</p>\n<p>相比于稳步增长的会员服务收入，<b>冠名费几乎可以用坐享其成来形容。</b></p>\n<p>据镜像娱乐报道，在2018年国内还未开启101系选秀之前，爱奇艺就花3亿重金打造《偶像练习生》，不过，光是<a href=\"https://laohu8.com/S/09633\">农夫山泉</a>一家的2亿元独家冠名费就收回了半数成本，其余还有小红书、你我贷、<a href=\"https://laohu8.com/S/NTES\">网易</a>云音乐等其他赞助商。</p>\n<p>保守估计，仅仅冠名商这一个维度，爱奇艺不仅能够把制作综艺的成本捞回来，还能赚至少2亿。</p>\n<p><img src=\"https://static.tigerbbs.com/210e2ee1690e609a9094f2a22ebff723\" tg-width=\"1080\" tg-height=\"719\" referrerpolicy=\"no-referrer\"></p>\n<p>这之后，农夫山泉见好就收退出了冠名选秀的队伍，这烫手的山芋花落了曾经赞助过《超级女声》、《快乐男声》等初代选秀的蒙牛。</p>\n<p>有媒体报道，蒙牛真果粒花费了3亿元才赢得了2019年《青春有你》的独家冠名权，而包括蒙牛真果粒、网易考拉、炫迈、三草两木等各路赞助商以赞助、冠名、合作等头衔，<b>最终投给了爱奇艺近9亿元。</b></p>\n<p>虽然之后的《青春有你2》、《青春有你3》冠名费具体数字尚未可知，但不少媒体均猜测，既然冠名权都被蒙牛拿下，那3亿元/届的价格谈下应该不是问题。</p>\n<p>如此一来，仅冠名费一项，爱奇艺或许至少能赚到近30亿。</p>\n<p><b>再加上之前会员带来的12亿元，偶像们还未出道，爱奇艺可能就能收入42亿元。</b></p>\n<p><b>出道后，可劲薅</b></p>\n<p>经过四个月的角逐，当《偶像练习生》最终出道的九人以Nine Percent组名之名站在星光幕下享受着掌声时，另一边，拥有组合经营合约的爱奇艺也将代言费提高到了1200万。</p>\n<p><b>为了更好地运营这颗巨大的摇钱树，爱奇艺还专门创立了爱豆世纪经纪公司，占股55%。</b></p>\n<p>或许是资本市场对爱奇艺足够信任，又或许是坚信偶像元年生产出的九人组合必定未来可期，即便代言费高昂至此，Nine Percent依然被资本疯抢，他们先后成为了手游消除者联盟、悦诗风吟、I DO、味可滋、美图手机、立白等一众品牌的代言人，<b>这其中，作为实际控股人的爱奇艺至少能分得55%，即3960万。</b></p>\n<p><b>代言有了，综艺跟上。</b></p>\n<p>他们相继以组合的形式登上了《青春的花路》、《中国音乐公告牌》、《Nine Percent花路之旅》、《奇妙的时光》等爱奇艺自制节目，吸引了从铂爵旅拍、美肤宝、聚美，到即刻APP、三生花、卡姿兰、美图秀秀等多领域的冠名商。</p>\n<p>个人方面，组合成员范丞丞出演了爱奇艺自制网剧《灵域》，尤长靖参加了爱奇艺爆款网综《中国新说唱》，与那吾克热搭档演唱了《飘向北方》；陈立农、小鬼、林彦俊则分别参与了《hi室友》、《小姐姐的花店》等综艺节目录制。</p>\n<p>只是尚未有媒体披露冠名费的具体数字，但单凭这几个人的身价，上亿元的赞助费是跑不掉了。</p>\n<p><b>捞足了资本的银子，该轮到粉丝了。</b></p>\n<p>Nine Percent组合存续的18个月期间，爱奇艺共为他们举办了18场演唱会。据不完全统计，票价基本分为699元档、1099元档和1699元档，几乎场场坐满不说，还常常出现加座的情况。</p>\n<p>以Nine Percent第一场见面会举办地上海梅赛德斯奔驰文化中心为例，全场一共18000个座位在几分钟内全部抢完，<b>仅一场门票就能赚得约2457.6万元，18场算下来，仅门票爱奇艺就能挣得4.42亿元。</b></p>\n<p><img src=\"https://static.tigerbbs.com/f6a45c18e258ae6da01709288b43ed7f\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"></p>\n<p>而回到音乐上，他们却只发行了2张专辑，共16首歌，其中一张专辑还是组合9人每人一首歌组成的“拼盘专辑”。</p>\n<p>但这拦不住粉丝们的热情，20元/张的《TO THE NINES》数字专辑卖出812916张，9元/张的《限定的记忆》数字专辑卖出678466张，<b>仅QQ音乐一个平台就能有约2236.5万元的销量。</b></p>\n<p>尽管这支Nine Percent组合从出道的备受期待，到解散的草草收场让人失望，但丝毫不耽误爱奇艺“一鱼多吃”的野心。AI蓝媒汇估算下来，仅可计算的部分，<b>在出道的这18个月，组合九人以各种方式为爱奇艺吸金至少5亿元。</b></p>\n<p><b>失去选秀，前路在何方</b></p>\n<p>回顾这四年爱奇艺运营“偶练”ip的历程，除了上述的吸金场景外，爱奇艺还为后续的UNINE、THE9组合专门打造了“饭饭星球”APP，以贩售包括图册写真、娃娃、唱片等各种偶像周边；</p>\n<p>推出了《UNINE蹦吧》、《非日常派对》等一系列团综；</p>\n<p>设置了越来越多的投票渠道，从APP到小程序，以拉拢更多的资本方；</p>\n<p>疫情之后，爱奇艺又开设了线上演唱会，以the9演唱会为例，139元票档总共3.5万张，399元票档5000张，再加上每天99张的99元秒杀票，<b>估计至少可以捞得705.6万</b>。</p>\n<p><img src=\"https://static.tigerbbs.com/5035670795b8ce7f0bd1568a7677e197\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p>\n<p>…………</p>\n<p>其实，在更多看不见的隐秘角落都藏着爱奇艺于选秀圈捞钱的影子，这也让我们很难想象，这座偶像梦工厂在宣布不再推出选秀类节目后会亏损几何。</p>\n<p>当然，没人能否认爱奇艺能继续推出爆款综艺和剧集，曾经《延禧攻略》、《赘婿》等剧集，以及《乐队的夏天》、《中国新说唱》等综艺都已经为爱奇艺挣足了面子。</p>\n<p><img src=\"https://static.tigerbbs.com/9797f0deb0c3306399e54c81e1d65912\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p>不过可以肯定的是，在眼下没了选秀之后，爱奇艺需要尽快挖掘新的商机，给资本市场一个确切答案。</p>\n<p></p>","source":"lmh","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>选秀四年，爱奇艺赚了多少钱？</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{ 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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选秀四年，爱奇艺赚了多少钱？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-15 20:29 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/QILiL-y3QBCn0AQLgjLgHg><strong>AI蓝媒汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>是时候给爱奇艺算笔账了。\n\n爱奇艺，即将少去一个现金牛。\n8月26日，龚宇宣布，爱奇艺将取消未来几年的偶像选秀节目以及场外投票环节。这也意味着，随着过去几年成为爱奇艺固定收入支柱之一的选秀节目停摆，爱奇艺这座偶像梦工厂的一角将会悬空。\n几天后，9月2日，广电总局一纸文件下达，要求不得播出偶像养成节目。至此，无论是平台自身，还是从政策上，“选秀、C位出道、走花路”都已成为过去式。\n尽管落得了个不体面...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/QILiL-y3QBCn0AQLgjLgHg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9040668e91734e10f25c02e6d2ef8dcf","relate_stocks":{"IQ":"爱奇艺"},"source_url":"https://mp.weixin.qq.com/s/QILiL-y3QBCn0AQLgjLgHg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147644679","content_text":"是时候给爱奇艺算笔账了。\n\n爱奇艺，即将少去一个现金牛。\n8月26日，龚宇宣布，爱奇艺将取消未来几年的偶像选秀节目以及场外投票环节。这也意味着，随着过去几年成为爱奇艺固定收入支柱之一的选秀节目停摆，爱奇艺这座偶像梦工厂的一角将会悬空。\n几天后，9月2日，广电总局一纸文件下达，要求不得播出偶像养成节目。至此，无论是平台自身，还是从政策上，“选秀、C位出道、走花路”都已成为过去式。\n尽管落得了个不体面的终场，但不可否认，爱奇艺仍是选秀赛场上最大的赢家。\n从被称为“偶像元年”的2018年开始，爱奇艺先后推出了《偶像练习生》、《青春有你》、《青春有你2》以及腰斩的《青春有你3》。4年，4部综艺，400位偶像，他们所反馈给爱奇艺的，不仅是总和近15亿次投票背后巨大的经济利益，还有水涨船高的招商费、冠名费，以及出道成团后演唱会、专辑等衍生周边所带来的收益。\n是时候给爱奇艺算算这笔账了。\n未出道，先捞钱\n先来看一组数据。\n据爱奇艺2018-2021年的财报显示，在全年四个季度的会员服务收入中，Q1总是增长最为明显的一个季度。这其中，以2020年的Q1最为突出，该季度会员服务收入约为46.34亿元人民币，同比增长近20%。而后，2020年剩余三季度会员服务收入持续下跌，直到2021年Q1这个数字才重新升至43.12亿元。\n\n不难发现，这些增长与2018年便开始成为爱奇艺Q1王牌综艺的选秀节目不无关联。\n简单估算下，2018年Q1开始，每一个季度在会员服务收入这一项平均环比增长2亿左右，而到2020年Q1增长环比升至7.7亿，且在2020年全年会员服务收入负增长的情况下，2021年Q1增长4.6亿。\n也就是说，若按照上述逻辑计算，选秀节目给爱奇艺带来的会员服务收入至少为12亿元。\n众所周知，在选秀节目中，要想为支持的偶像投票，最直接的方式就便是充值VIP会员，比普通用户多一倍的投票数不说，还比其他“买奶票换票”、“做指定任务换票”等投票渠道来得方便又快捷。\n相比于稳步增长的会员服务收入，冠名费几乎可以用坐享其成来形容。\n据镜像娱乐报道，在2018年国内还未开启101系选秀之前，爱奇艺就花3亿重金打造《偶像练习生》，不过，光是农夫山泉一家的2亿元独家冠名费就收回了半数成本，其余还有小红书、你我贷、网易云音乐等其他赞助商。\n保守估计，仅仅冠名商这一个维度，爱奇艺不仅能够把制作综艺的成本捞回来，还能赚至少2亿。\n\n这之后，农夫山泉见好就收退出了冠名选秀的队伍，这烫手的山芋花落了曾经赞助过《超级女声》、《快乐男声》等初代选秀的蒙牛。\n有媒体报道，蒙牛真果粒花费了3亿元才赢得了2019年《青春有你》的独家冠名权，而包括蒙牛真果粒、网易考拉、炫迈、三草两木等各路赞助商以赞助、冠名、合作等头衔，最终投给了爱奇艺近9亿元。\n虽然之后的《青春有你2》、《青春有你3》冠名费具体数字尚未可知，但不少媒体均猜测，既然冠名权都被蒙牛拿下，那3亿元/届的价格谈下应该不是问题。\n如此一来，仅冠名费一项，爱奇艺或许至少能赚到近30亿。\n再加上之前会员带来的12亿元，偶像们还未出道，爱奇艺可能就能收入42亿元。\n出道后，可劲薅\n经过四个月的角逐，当《偶像练习生》最终出道的九人以Nine Percent组名之名站在星光幕下享受着掌声时，另一边，拥有组合经营合约的爱奇艺也将代言费提高到了1200万。\n为了更好地运营这颗巨大的摇钱树，爱奇艺还专门创立了爱豆世纪经纪公司，占股55%。\n或许是资本市场对爱奇艺足够信任，又或许是坚信偶像元年生产出的九人组合必定未来可期，即便代言费高昂至此，Nine Percent依然被资本疯抢，他们先后成为了手游消除者联盟、悦诗风吟、I DO、味可滋、美图手机、立白等一众品牌的代言人，这其中，作为实际控股人的爱奇艺至少能分得55%，即3960万。\n代言有了，综艺跟上。\n他们相继以组合的形式登上了《青春的花路》、《中国音乐公告牌》、《Nine Percent花路之旅》、《奇妙的时光》等爱奇艺自制节目，吸引了从铂爵旅拍、美肤宝、聚美，到即刻APP、三生花、卡姿兰、美图秀秀等多领域的冠名商。\n个人方面，组合成员范丞丞出演了爱奇艺自制网剧《灵域》，尤长靖参加了爱奇艺爆款网综《中国新说唱》，与那吾克热搭档演唱了《飘向北方》；陈立农、小鬼、林彦俊则分别参与了《hi室友》、《小姐姐的花店》等综艺节目录制。\n只是尚未有媒体披露冠名费的具体数字，但单凭这几个人的身价，上亿元的赞助费是跑不掉了。\n捞足了资本的银子，该轮到粉丝了。\nNine Percent组合存续的18个月期间，爱奇艺共为他们举办了18场演唱会。据不完全统计，票价基本分为699元档、1099元档和1699元档，几乎场场坐满不说，还常常出现加座的情况。\n以Nine Percent第一场见面会举办地上海梅赛德斯奔驰文化中心为例，全场一共18000个座位在几分钟内全部抢完，仅一场门票就能赚得约2457.6万元，18场算下来，仅门票爱奇艺就能挣得4.42亿元。\n\n而回到音乐上，他们却只发行了2张专辑，共16首歌，其中一张专辑还是组合9人每人一首歌组成的“拼盘专辑”。\n但这拦不住粉丝们的热情，20元/张的《TO THE NINES》数字专辑卖出812916张，9元/张的《限定的记忆》数字专辑卖出678466张，仅QQ音乐一个平台就能有约2236.5万元的销量。\n尽管这支Nine Percent组合从出道的备受期待，到解散的草草收场让人失望，但丝毫不耽误爱奇艺“一鱼多吃”的野心。AI蓝媒汇估算下来，仅可计算的部分，在出道的这18个月，组合九人以各种方式为爱奇艺吸金至少5亿元。\n失去选秀，前路在何方\n回顾这四年爱奇艺运营“偶练”ip的历程，除了上述的吸金场景外，爱奇艺还为后续的UNINE、THE9组合专门打造了“饭饭星球”APP，以贩售包括图册写真、娃娃、唱片等各种偶像周边；\n推出了《UNINE蹦吧》、《非日常派对》等一系列团综；\n设置了越来越多的投票渠道，从APP到小程序，以拉拢更多的资本方；\n疫情之后，爱奇艺又开设了线上演唱会，以the9演唱会为例，139元票档总共3.5万张，399元票档5000张，再加上每天99张的99元秒杀票，估计至少可以捞得705.6万。\n\n…………\n其实，在更多看不见的隐秘角落都藏着爱奇艺于选秀圈捞钱的影子，这也让我们很难想象，这座偶像梦工厂在宣布不再推出选秀类节目后会亏损几何。\n当然，没人能否认爱奇艺能继续推出爆款综艺和剧集，曾经《延禧攻略》、《赘婿》等剧集，以及《乐队的夏天》、《中国新说唱》等综艺都已经为爱奇艺挣足了面子。\n\n不过可以肯定的是，在眼下没了选秀之后，爱奇艺需要尽快挖掘新的商机，给资本市场一个确切答案。","news_type":1,"symbols_score_info":{"IQ":0.9}},"isVote":1,"tweetType":1,"viewCount":1743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813670134,"gmtCreate":1630201702628,"gmtModify":1704956924097,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585478577831133","idStr":"3585478577831133"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813670134","repostId":"2162078750","repostType":4,"isVote":1,"tweetType":1,"viewCount":1957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":810748272,"gmtCreate":1630019521596,"gmtModify":1704954561666,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585478577831133","idStr":"3585478577831133"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810748272","repostId":"1117105904","repostType":4,"repost":{"id":"1117105904","kind":"news","weMediaInfo":{"introduction":"中国智能硬件第一媒体","home_visible":1,"media_name":"雷峰网","id":"1035809132","head_image":"https://static.tigerbbs.com/e82b7d80628947a3824c7ea172002b74"},"pubTimestamp":1629987108,"share":"https://ttm.financial/m/news/1117105904?lang=&edition=full","pubTime":"2021-08-26 22:11","market":"hk","language":"zh","title":"快手反扑、抖音稳固，短视频平台增长空间依旧","url":"https://stock-news.laohu8.com/highlight/detail?id=1117105904","media":"雷峰网","summary":"当下的短视频，或成于算法之精准，或毁于内容之畸形。\n\n8月25日，快手发布2021年第二季度财报及半年度财报，财报数据显示，快手在2021年第二季度总收入达到191.4亿元，较去年同期增长48.8%，","content":"<blockquote>\n 当下的短视频，或成于算法之精准，或毁于内容之畸形。\n</blockquote>\n<p>8月25日，快手发布2021年第二季度财报及半年度财报，财报数据显示，快手在2021年第二季度总收入达到191.4亿元，较去年同期增长48.8%，高于此前市场预期的45.6%，又重新回到了健康增长的轨道。</p>\n<p>今年2月份，快手以「短视频第一股」的身份登录港交所，上市首日大涨近一倍，随后几日股价一度冲上400港元的搞点，但随之而来的是一路下滑，8月25日快手财报盘后竞价下跌3.55%，报价77.5港元，此时的快手总市值已经下跌近1.2W亿，相当于蒸发了一个美团。</p>\n<p><b>快手的跌落神坛与其自身运营方式以及市场竞争格局有关</b>，反过来看，上市时刷新港股IPO散户认购人数和冻资规模两项纪录，市值跌落冰点后新财报依然显示广告营收增长1.5倍、电商收入同比增长两倍，这些都从侧面证明，短视频为核心的业务价值依然受到认可。短视频的流量能力，依然是快手翻盘的重要筹码，同时，字节跳动也靠着短视频的巨额流量高歌猛进。</p>\n<p><b>1、</b><b><b>短视频流量剧增</b></b></p>\n<p>前不久，雷锋网从某网文从业者处得知，其公司核心网文平台产品近几年无论是DAU还是用户时长都处于下滑状态，本以为可能是市场上出现了更多免费网文平台与其竞争的结果，但该从业者表示，他们的最大竞争者根本不是其它网文平台，而是短视频。</p>\n<p>逻辑其实很简单，近年流量趋于饱和，用户数增长放缓，每个用户每天的时间恒定，所以「抓住用户的注意力」已经成为各家产品的重要战略目标。短视频自从流行以来，依靠相比电影电视剧更短平快的观看节奏、相比文字更有冲击力的画面、相比游戏更碎片化的时间等优势，迅速成为了移动互联网时代的主流娱乐产品。</p>\n<p>根据行业数据，短视频行业用户时长占比继续提升，持续在全行业中保持排名第一的状态，2021年第二季度，短视频行业用户时长占比达29.8%，相较去年同期相比提升了6.2%，与第二名即时通讯的差距达9.4%。</p>\n<p>而此前流行的手机游戏、在线视频、在线阅读等其它移动互联网娱乐方式在与短视频的竞争中落入下风，用户时长占比均不到10%，其中移动互联网初期作为主流娱乐方式的网络小说，用户时长已经跌到了5%以下。</p>\n<p>从2021年6月份数据来看，短视频行业的用户人均日使用时长达已经达到了90.7分钟，同比增量为10.2分钟，其它类型App增长较快的同比也只有1分钟左右，与其它时长相比较，差距异常明显。</p>\n<p>也就是说，<b>我国移动网民平均每天要花一个半小时来看短视频，而我国人均单日App使用时长也才5.1个小时。</b></p>\n<p>从用户画像来看，<a href=\"https://laohu8.com/S/DYIN\">抖音</a>用户年龄段分布也十分广泛。其中小于19岁的青少年群体约占7%。若按抖音背靠的6亿大基数的日活用户数量估计,抖音短视频中青少年群体的日活也能达到4200万。</p>\n<p>毫无疑问，短视频已经成为当下移动网民的最主要娱乐方式。</p>\n<p>随着短视频而来的惊天流量，也促成了互联网新贵的诞生，前些年曾经流行一个说法：不在BAT中站队的互联网企业在国内很难生存。当时<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/00700\">腾讯</a>、阿里三家巨头通过自身流量和巨量资本投资并购，几乎填满了当时人们对互联网的想象空间，没人能预知，在不站队的情况下，在哪个领域会出现新的机会。</p>\n<p>而正是靠着抖音短视频，<b>字节跳动杀出重围，在没有站队的前提下，成为了巨头</b>，替代了BAT中的百度。</p>\n<p>之所以字节跳动雄起，靠的不仅仅是抖音手握短视频用户的流量，更重要的是，这些流量背后的变现能力。抖音2018年开始布局电商业务，目前，其直播电商已经逐渐成为电商行业重要的成交渠道之一，依靠庞大的流量加持，手握「短视频」的头部企业本身就拥有了不可估量的变现空间。</p>\n<p>各家巨头也看见了短视频的价值，但均没有做出能撼动抖音的产品。</p>\n<p>抖音的直接竞争对手——因为快手起步早，最开始一度是抖音的追赶对象，后来的故事大家都知道了，快手市值从1.5万亿到3224亿，跌落神坛的快手早已不复当年荣光，抖音在当下短视频领域的地位目前看来已不可撼动。</p>\n<p><b>2、</b><b><b>字节快跑难低调</b></b></p>\n<p>目前，抖音和快手几乎代表着整个短视频领域的发展，两家是绝对的领头羊。</p>\n<p>不过单纯从数据上看，抖音已经一骑绝尘，2021年6月，抖音和抖音极速版月均DAU分别为3.3亿和9570万，快手和快手极速版月均DAU均近1.3亿，在DAU方面抖音元高于快手，在时长上，抖音单日使用时长高于快手20分钟以上。</p>\n<p>数据上抖音优势非常明显。如以快手的上市表现为基准，以抖音为核心的字节跳动如果上市，市值只会更高。快手上市之初，估值曾达到1.16万亿元，而抖音2020年营收大概是快手的2.5倍-2.7倍，仅以此预估光是抖音估值就在2.9万亿，若Tik Tok再单独上市，字节跳动整体估值将有更大空间。</p>\n<p>2.9万亿元人民币的估值看似夸张，其实早在今年4月份就已有人提出接近的数额，《南华早报》报道称，根据多位知情人士消息，私募股权投资者对字节跳动估值接近4000亿，折合人民币2.6万亿，作为对比，当时《财富》世界500强帮手的<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>市值大约也就3900亿美金，俨然资本新宠。</p>\n<p>就估值来说，<b>字节跳动进入「BAT」已经是无可争议的事实。</b></p>\n<p>资本市场对于字节跳动的信心来自于其以短视频为核心的业务增长以及大现金流投资战略布局，字节跳动的扩张步伐几乎可以用「势不可挡」来形容。</p>\n<p>在业务层面，刚刚说到以抖音为代表的短视频在现阶段已经站稳了移动互联网第一时长的宝座，成为国民第一娱乐应用，流量潜力巨大，依靠短视频带来的巨大传播动能，字节布局的抖音电商已经初具成效。</p>\n<p>前不久，抖音已经完成了一次关于兴趣电商的突破——「抖音818新潮好物节」，好物节的数据报告显示，8月1日-8月18日活动期间，抖音电商直播间时长累计达到了惊人的2354万个小时，直播间累计观看304亿次，这个表现几乎打破了资本市场对于「兴趣电商」这个新鲜词汇所有的质疑。</p>\n<p>抖音直播电商正在以光速兴起，2020年抖音直播电商GMV就已经突破5000亿元，超过了淘宝的4000亿，而根据中信建设证券的报告预测，抖音电商只需要3年时间就能突破1万亿GMV，而过去老牌电商超过这一数字起码要花7-13年。</p>\n<p>除了国内，出海的TikTok也在加紧商业化步伐，今年TikTok相继在印尼、英国开通小店，未来TikTok也将成为字节跳动重要的商业版图。</p>\n<p>抖音电商的成功，原因除了短视频打牢的流量底子外，字节本身的算法能力居功至伟，抖音兴起也是因为算法。</p>\n<p>从今日头条开始，字节跳动上下笃信算法主导的信息分发和算法加持的社交分发都将是未来信息源流的重要导向，比人工分发要更精准更快速。所以，算法推荐一直是字节跳动产品和业务的重要发展核心。</p>\n<p>短视频时代来临，算法推荐给字节带来了巨大优势，抖音的产品体验对于用户来说感受十分朴素：刷着刷着就停不下来了。这一切就是源于算法， 通过用户的行为习惯，算法可以非常精准地了解到用户的喜好，并推荐相关的内容，甚至连用户在想搜索什么都能猜个八九不离十，这是非常可怕的事情，用户一旦进到抖音里，就会被无穷无尽的感兴趣的内容拽入时间黑洞中，抖音的时长也是这么快速增长起来的。对用户兴趣精准把握后，为其推荐商品和服务的转化率也会相应提高，从此为抖音的价值空间提供了更多的想象。</p>\n<p>短视频还替代了一部分长视频、在线音乐等内容的用户，通过新形式快节奏的内容展现方式，长视频精华切条、音乐病毒式传播等短视频内容已经逐渐吸引长视频、在线音乐部分用户，成为其主要娱乐方式，<b>这对于腾讯、<a href=\"https://laohu8.com/S/NTES\">网易</a>等内容产出方也是一个巨大的威胁。</b></p>\n<p>前不久，抖音瞧瞧上线了PC端网页版抖音，用户不仅可以在上面看短视频内容，娱乐直播等长内容也将有所展现，这也让资本从侧面看到抖音的快速扩张。</p>\n<p>随着字节跳动技术积累，以及整个互联网算力的革新，未来短视频的算法逐渐也将迁移到长视频等其它内容领域中，算法的大手将触及每个角落，增长潜力不容忽视。</p>\n<p>4000亿美元估值、国民第一应用（时长）、资本新宠、最受成功的出海企业……这些都是贴在字节跳动身上的标签，字节已然成为了和腾讯阿里比肩的超级互联网平台。</p>\n<p>能力越大，自然责任越大，在用户增长、时长都掌握在抖音、快手等头部短视频平台的现状下，平台在商业之外，或许也要考虑承担更多社会责任。</p>\n<p>毕竟，算法推荐的强大，能够让流量不断汇聚，但而围绕内容本身的建设，才是影响社会价值的核心。</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 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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快手反扑、抖音稳固，短视频平台增长空间依旧\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1035809132\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e82b7d80628947a3824c7ea172002b74);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">雷峰网 </p>\n<p class=\"h-time\">2021-08-26 22:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 当下的短视频，或成于算法之精准，或毁于内容之畸形。\n</blockquote>\n<p>8月25日，快手发布2021年第二季度财报及半年度财报，财报数据显示，快手在2021年第二季度总收入达到191.4亿元，较去年同期增长48.8%，高于此前市场预期的45.6%，又重新回到了健康增长的轨道。</p>\n<p>今年2月份，快手以「短视频第一股」的身份登录港交所，上市首日大涨近一倍，随后几日股价一度冲上400港元的搞点，但随之而来的是一路下滑，8月25日快手财报盘后竞价下跌3.55%，报价77.5港元，此时的快手总市值已经下跌近1.2W亿，相当于蒸发了一个美团。</p>\n<p><b>快手的跌落神坛与其自身运营方式以及市场竞争格局有关</b>，反过来看，上市时刷新港股IPO散户认购人数和冻资规模两项纪录，市值跌落冰点后新财报依然显示广告营收增长1.5倍、电商收入同比增长两倍，这些都从侧面证明，短视频为核心的业务价值依然受到认可。短视频的流量能力，依然是快手翻盘的重要筹码，同时，字节跳动也靠着短视频的巨额流量高歌猛进。</p>\n<p><b>1、</b><b><b>短视频流量剧增</b></b></p>\n<p>前不久，雷锋网从某网文从业者处得知，其公司核心网文平台产品近几年无论是DAU还是用户时长都处于下滑状态，本以为可能是市场上出现了更多免费网文平台与其竞争的结果，但该从业者表示，他们的最大竞争者根本不是其它网文平台，而是短视频。</p>\n<p>逻辑其实很简单，近年流量趋于饱和，用户数增长放缓，每个用户每天的时间恒定，所以「抓住用户的注意力」已经成为各家产品的重要战略目标。短视频自从流行以来，依靠相比电影电视剧更短平快的观看节奏、相比文字更有冲击力的画面、相比游戏更碎片化的时间等优势，迅速成为了移动互联网时代的主流娱乐产品。</p>\n<p>根据行业数据，短视频行业用户时长占比继续提升，持续在全行业中保持排名第一的状态，2021年第二季度，短视频行业用户时长占比达29.8%，相较去年同期相比提升了6.2%，与第二名即时通讯的差距达9.4%。</p>\n<p>而此前流行的手机游戏、在线视频、在线阅读等其它移动互联网娱乐方式在与短视频的竞争中落入下风，用户时长占比均不到10%，其中移动互联网初期作为主流娱乐方式的网络小说，用户时长已经跌到了5%以下。</p>\n<p>从2021年6月份数据来看，短视频行业的用户人均日使用时长达已经达到了90.7分钟，同比增量为10.2分钟，其它类型App增长较快的同比也只有1分钟左右，与其它时长相比较，差距异常明显。</p>\n<p>也就是说，<b>我国移动网民平均每天要花一个半小时来看短视频，而我国人均单日App使用时长也才5.1个小时。</b></p>\n<p>从用户画像来看，<a href=\"https://laohu8.com/S/DYIN\">抖音</a>用户年龄段分布也十分广泛。其中小于19岁的青少年群体约占7%。若按抖音背靠的6亿大基数的日活用户数量估计,抖音短视频中青少年群体的日活也能达到4200万。</p>\n<p>毫无疑问，短视频已经成为当下移动网民的最主要娱乐方式。</p>\n<p>随着短视频而来的惊天流量，也促成了互联网新贵的诞生，前些年曾经流行一个说法：不在BAT中站队的互联网企业在国内很难生存。当时<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/00700\">腾讯</a>、阿里三家巨头通过自身流量和巨量资本投资并购，几乎填满了当时人们对互联网的想象空间，没人能预知，在不站队的情况下，在哪个领域会出现新的机会。</p>\n<p>而正是靠着抖音短视频，<b>字节跳动杀出重围，在没有站队的前提下，成为了巨头</b>，替代了BAT中的百度。</p>\n<p>之所以字节跳动雄起，靠的不仅仅是抖音手握短视频用户的流量，更重要的是，这些流量背后的变现能力。抖音2018年开始布局电商业务，目前，其直播电商已经逐渐成为电商行业重要的成交渠道之一，依靠庞大的流量加持，手握「短视频」的头部企业本身就拥有了不可估量的变现空间。</p>\n<p>各家巨头也看见了短视频的价值，但均没有做出能撼动抖音的产品。</p>\n<p>抖音的直接竞争对手——因为快手起步早，最开始一度是抖音的追赶对象，后来的故事大家都知道了，快手市值从1.5万亿到3224亿，跌落神坛的快手早已不复当年荣光，抖音在当下短视频领域的地位目前看来已不可撼动。</p>\n<p><b>2、</b><b><b>字节快跑难低调</b></b></p>\n<p>目前，抖音和快手几乎代表着整个短视频领域的发展，两家是绝对的领头羊。</p>\n<p>不过单纯从数据上看，抖音已经一骑绝尘，2021年6月，抖音和抖音极速版月均DAU分别为3.3亿和9570万，快手和快手极速版月均DAU均近1.3亿，在DAU方面抖音元高于快手，在时长上，抖音单日使用时长高于快手20分钟以上。</p>\n<p>数据上抖音优势非常明显。如以快手的上市表现为基准，以抖音为核心的字节跳动如果上市，市值只会更高。快手上市之初，估值曾达到1.16万亿元，而抖音2020年营收大概是快手的2.5倍-2.7倍，仅以此预估光是抖音估值就在2.9万亿，若Tik Tok再单独上市，字节跳动整体估值将有更大空间。</p>\n<p>2.9万亿元人民币的估值看似夸张，其实早在今年4月份就已有人提出接近的数额，《南华早报》报道称，根据多位知情人士消息，私募股权投资者对字节跳动估值接近4000亿，折合人民币2.6万亿，作为对比，当时《财富》世界500强帮手的<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>市值大约也就3900亿美金，俨然资本新宠。</p>\n<p>就估值来说，<b>字节跳动进入「BAT」已经是无可争议的事实。</b></p>\n<p>资本市场对于字节跳动的信心来自于其以短视频为核心的业务增长以及大现金流投资战略布局，字节跳动的扩张步伐几乎可以用「势不可挡」来形容。</p>\n<p>在业务层面，刚刚说到以抖音为代表的短视频在现阶段已经站稳了移动互联网第一时长的宝座，成为国民第一娱乐应用，流量潜力巨大，依靠短视频带来的巨大传播动能，字节布局的抖音电商已经初具成效。</p>\n<p>前不久，抖音已经完成了一次关于兴趣电商的突破——「抖音818新潮好物节」，好物节的数据报告显示，8月1日-8月18日活动期间，抖音电商直播间时长累计达到了惊人的2354万个小时，直播间累计观看304亿次，这个表现几乎打破了资本市场对于「兴趣电商」这个新鲜词汇所有的质疑。</p>\n<p>抖音直播电商正在以光速兴起，2020年抖音直播电商GMV就已经突破5000亿元，超过了淘宝的4000亿，而根据中信建设证券的报告预测，抖音电商只需要3年时间就能突破1万亿GMV，而过去老牌电商超过这一数字起码要花7-13年。</p>\n<p>除了国内，出海的TikTok也在加紧商业化步伐，今年TikTok相继在印尼、英国开通小店，未来TikTok也将成为字节跳动重要的商业版图。</p>\n<p>抖音电商的成功，原因除了短视频打牢的流量底子外，字节本身的算法能力居功至伟，抖音兴起也是因为算法。</p>\n<p>从今日头条开始，字节跳动上下笃信算法主导的信息分发和算法加持的社交分发都将是未来信息源流的重要导向，比人工分发要更精准更快速。所以，算法推荐一直是字节跳动产品和业务的重要发展核心。</p>\n<p>短视频时代来临，算法推荐给字节带来了巨大优势，抖音的产品体验对于用户来说感受十分朴素：刷着刷着就停不下来了。这一切就是源于算法， 通过用户的行为习惯，算法可以非常精准地了解到用户的喜好，并推荐相关的内容，甚至连用户在想搜索什么都能猜个八九不离十，这是非常可怕的事情，用户一旦进到抖音里，就会被无穷无尽的感兴趣的内容拽入时间黑洞中，抖音的时长也是这么快速增长起来的。对用户兴趣精准把握后，为其推荐商品和服务的转化率也会相应提高，从此为抖音的价值空间提供了更多的想象。</p>\n<p>短视频还替代了一部分长视频、在线音乐等内容的用户，通过新形式快节奏的内容展现方式，长视频精华切条、音乐病毒式传播等短视频内容已经逐渐吸引长视频、在线音乐部分用户，成为其主要娱乐方式，<b>这对于腾讯、<a href=\"https://laohu8.com/S/NTES\">网易</a>等内容产出方也是一个巨大的威胁。</b></p>\n<p>前不久，抖音瞧瞧上线了PC端网页版抖音，用户不仅可以在上面看短视频内容，娱乐直播等长内容也将有所展现，这也让资本从侧面看到抖音的快速扩张。</p>\n<p>随着字节跳动技术积累，以及整个互联网算力的革新，未来短视频的算法逐渐也将迁移到长视频等其它内容领域中，算法的大手将触及每个角落，增长潜力不容忽视。</p>\n<p>4000亿美元估值、国民第一应用（时长）、资本新宠、最受成功的出海企业……这些都是贴在字节跳动身上的标签，字节已然成为了和腾讯阿里比肩的超级互联网平台。</p>\n<p>能力越大，自然责任越大，在用户增长、时长都掌握在抖音、快手等头部短视频平台的现状下，平台在商业之外，或许也要考虑承担更多社会责任。</p>\n<p>毕竟，算法推荐的强大，能够让流量不断汇聚，但而围绕内容本身的建设，才是影响社会价值的核心。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3755fdda80ee4878d06bf1bcbfdbf496","relate_stocks":{"01024":"快手-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117105904","content_text":"当下的短视频，或成于算法之精准，或毁于内容之畸形。\n\n8月25日，快手发布2021年第二季度财报及半年度财报，财报数据显示，快手在2021年第二季度总收入达到191.4亿元，较去年同期增长48.8%，高于此前市场预期的45.6%，又重新回到了健康增长的轨道。\n今年2月份，快手以「短视频第一股」的身份登录港交所，上市首日大涨近一倍，随后几日股价一度冲上400港元的搞点，但随之而来的是一路下滑，8月25日快手财报盘后竞价下跌3.55%，报价77.5港元，此时的快手总市值已经下跌近1.2W亿，相当于蒸发了一个美团。\n快手的跌落神坛与其自身运营方式以及市场竞争格局有关，反过来看，上市时刷新港股IPO散户认购人数和冻资规模两项纪录，市值跌落冰点后新财报依然显示广告营收增长1.5倍、电商收入同比增长两倍，这些都从侧面证明，短视频为核心的业务价值依然受到认可。短视频的流量能力，依然是快手翻盘的重要筹码，同时，字节跳动也靠着短视频的巨额流量高歌猛进。\n1、短视频流量剧增\n前不久，雷锋网从某网文从业者处得知，其公司核心网文平台产品近几年无论是DAU还是用户时长都处于下滑状态，本以为可能是市场上出现了更多免费网文平台与其竞争的结果，但该从业者表示，他们的最大竞争者根本不是其它网文平台，而是短视频。\n逻辑其实很简单，近年流量趋于饱和，用户数增长放缓，每个用户每天的时间恒定，所以「抓住用户的注意力」已经成为各家产品的重要战略目标。短视频自从流行以来，依靠相比电影电视剧更短平快的观看节奏、相比文字更有冲击力的画面、相比游戏更碎片化的时间等优势，迅速成为了移动互联网时代的主流娱乐产品。\n根据行业数据，短视频行业用户时长占比继续提升，持续在全行业中保持排名第一的状态，2021年第二季度，短视频行业用户时长占比达29.8%，相较去年同期相比提升了6.2%，与第二名即时通讯的差距达9.4%。\n而此前流行的手机游戏、在线视频、在线阅读等其它移动互联网娱乐方式在与短视频的竞争中落入下风，用户时长占比均不到10%，其中移动互联网初期作为主流娱乐方式的网络小说，用户时长已经跌到了5%以下。\n从2021年6月份数据来看，短视频行业的用户人均日使用时长达已经达到了90.7分钟，同比增量为10.2分钟，其它类型App增长较快的同比也只有1分钟左右，与其它时长相比较，差距异常明显。\n也就是说，我国移动网民平均每天要花一个半小时来看短视频，而我国人均单日App使用时长也才5.1个小时。\n从用户画像来看，抖音用户年龄段分布也十分广泛。其中小于19岁的青少年群体约占7%。若按抖音背靠的6亿大基数的日活用户数量估计,抖音短视频中青少年群体的日活也能达到4200万。\n毫无疑问，短视频已经成为当下移动网民的最主要娱乐方式。\n随着短视频而来的惊天流量，也促成了互联网新贵的诞生，前些年曾经流行一个说法：不在BAT中站队的互联网企业在国内很难生存。当时百度、腾讯、阿里三家巨头通过自身流量和巨量资本投资并购，几乎填满了当时人们对互联网的想象空间，没人能预知，在不站队的情况下，在哪个领域会出现新的机会。\n而正是靠着抖音短视频，字节跳动杀出重围，在没有站队的前提下，成为了巨头，替代了BAT中的百度。\n之所以字节跳动雄起，靠的不仅仅是抖音手握短视频用户的流量，更重要的是，这些流量背后的变现能力。抖音2018年开始布局电商业务，目前，其直播电商已经逐渐成为电商行业重要的成交渠道之一，依靠庞大的流量加持，手握「短视频」的头部企业本身就拥有了不可估量的变现空间。\n各家巨头也看见了短视频的价值，但均没有做出能撼动抖音的产品。\n抖音的直接竞争对手——因为快手起步早，最开始一度是抖音的追赶对象，后来的故事大家都知道了，快手市值从1.5万亿到3224亿，跌落神坛的快手早已不复当年荣光，抖音在当下短视频领域的地位目前看来已不可撼动。\n2、字节快跑难低调\n目前，抖音和快手几乎代表着整个短视频领域的发展，两家是绝对的领头羊。\n不过单纯从数据上看，抖音已经一骑绝尘，2021年6月，抖音和抖音极速版月均DAU分别为3.3亿和9570万，快手和快手极速版月均DAU均近1.3亿，在DAU方面抖音元高于快手，在时长上，抖音单日使用时长高于快手20分钟以上。\n数据上抖音优势非常明显。如以快手的上市表现为基准，以抖音为核心的字节跳动如果上市，市值只会更高。快手上市之初，估值曾达到1.16万亿元，而抖音2020年营收大概是快手的2.5倍-2.7倍，仅以此预估光是抖音估值就在2.9万亿，若Tik Tok再单独上市，字节跳动整体估值将有更大空间。\n2.9万亿元人民币的估值看似夸张，其实早在今年4月份就已有人提出接近的数额，《南华早报》报道称，根据多位知情人士消息，私募股权投资者对字节跳动估值接近4000亿，折合人民币2.6万亿，作为对比，当时《财富》世界500强帮手的沃尔玛市值大约也就3900亿美金，俨然资本新宠。\n就估值来说，字节跳动进入「BAT」已经是无可争议的事实。\n资本市场对于字节跳动的信心来自于其以短视频为核心的业务增长以及大现金流投资战略布局，字节跳动的扩张步伐几乎可以用「势不可挡」来形容。\n在业务层面，刚刚说到以抖音为代表的短视频在现阶段已经站稳了移动互联网第一时长的宝座，成为国民第一娱乐应用，流量潜力巨大，依靠短视频带来的巨大传播动能，字节布局的抖音电商已经初具成效。\n前不久，抖音已经完成了一次关于兴趣电商的突破——「抖音818新潮好物节」，好物节的数据报告显示，8月1日-8月18日活动期间，抖音电商直播间时长累计达到了惊人的2354万个小时，直播间累计观看304亿次，这个表现几乎打破了资本市场对于「兴趣电商」这个新鲜词汇所有的质疑。\n抖音直播电商正在以光速兴起，2020年抖音直播电商GMV就已经突破5000亿元，超过了淘宝的4000亿，而根据中信建设证券的报告预测，抖音电商只需要3年时间就能突破1万亿GMV，而过去老牌电商超过这一数字起码要花7-13年。\n除了国内，出海的TikTok也在加紧商业化步伐，今年TikTok相继在印尼、英国开通小店，未来TikTok也将成为字节跳动重要的商业版图。\n抖音电商的成功，原因除了短视频打牢的流量底子外，字节本身的算法能力居功至伟，抖音兴起也是因为算法。\n从今日头条开始，字节跳动上下笃信算法主导的信息分发和算法加持的社交分发都将是未来信息源流的重要导向，比人工分发要更精准更快速。所以，算法推荐一直是字节跳动产品和业务的重要发展核心。\n短视频时代来临，算法推荐给字节带来了巨大优势，抖音的产品体验对于用户来说感受十分朴素：刷着刷着就停不下来了。这一切就是源于算法， 通过用户的行为习惯，算法可以非常精准地了解到用户的喜好，并推荐相关的内容，甚至连用户在想搜索什么都能猜个八九不离十，这是非常可怕的事情，用户一旦进到抖音里，就会被无穷无尽的感兴趣的内容拽入时间黑洞中，抖音的时长也是这么快速增长起来的。对用户兴趣精准把握后，为其推荐商品和服务的转化率也会相应提高，从此为抖音的价值空间提供了更多的想象。\n短视频还替代了一部分长视频、在线音乐等内容的用户，通过新形式快节奏的内容展现方式，长视频精华切条、音乐病毒式传播等短视频内容已经逐渐吸引长视频、在线音乐部分用户，成为其主要娱乐方式，这对于腾讯、网易等内容产出方也是一个巨大的威胁。\n前不久，抖音瞧瞧上线了PC端网页版抖音，用户不仅可以在上面看短视频内容，娱乐直播等长内容也将有所展现，这也让资本从侧面看到抖音的快速扩张。\n随着字节跳动技术积累，以及整个互联网算力的革新，未来短视频的算法逐渐也将迁移到长视频等其它内容领域中，算法的大手将触及每个角落，增长潜力不容忽视。\n4000亿美元估值、国民第一应用（时长）、资本新宠、最受成功的出海企业……这些都是贴在字节跳动身上的标签，字节已然成为了和腾讯阿里比肩的超级互联网平台。\n能力越大，自然责任越大，在用户增长、时长都掌握在抖音、快手等头部短视频平台的现状下，平台在商业之外，或许也要考虑承担更多社会责任。\n毕竟，算法推荐的强大，能够让流量不断汇聚，但而围绕内容本身的建设，才是影响社会价值的核心。","news_type":1,"symbols_score_info":{"90022":0.9,"01024":0.9,"DYIN":0.9}},"isVote":1,"tweetType":1,"viewCount":2118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837774348,"gmtCreate":1629932679884,"gmtModify":1631891055299,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585478577831133","idStr":"3585478577831133"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837774348","repostId":"2162540270","repostType":4,"repost":{"id":"2162540270","kind":"highlight","pubTimestamp":1629905417,"share":"https://ttm.financial/m/news/2162540270?lang=&edition=full","pubTime":"2021-08-25 23:30","market":"other","language":"en","title":"Why Dogecoin, Ethereum, and XRP Dropped Today","url":"https://stock-news.laohu8.com/highlight/detail?id=2162540270","media":"Motley Fool","summary":"First it was the SEC. Now, the U.S. Treasury puts a bullseye on cryptocurrency.","content":"<h2>What happened</h2>\n<p>It's Wednesday, and cryptocurrency prices are fading once more. As of 10:30 a.m. EDT, here's how prices look for several of the biggest names in cryptocurrency:</p>\n<ul>\n <li>Industry bellwether<b> Bitcoin </b>(CRYPTO:BTC) is down 0.8% over the last 24 hours, according to data from Coindesk.</li>\n <li><b>Ethereum </b>(CRYPTO:ETH) is off 2.5%.</li>\n <li><b>XRP </b>(CRYPTO:XRP), the token closely associated with Ripple, has fallen 3%.</li>\n <li>And <b>Dogecoin </b>(CRYPTO:DOGE) is suffering most of all, declining 4.1%.</li>\n</ul>\n<p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F640657%2Fbitcoin-symbol-pinned-to-a-dartboard.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"630\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Image source: Getty Images.</p>\n<h2>So what</h2>\n<p>Earlier this month, new Securities and Exchange Commission chairman Gary Gensler sparked a minor freakout among cryptocurrency investors when he linked cryptocurrency trading with \"fraud\" in an interview with Bloomberg, and urged Congress to establish a \"robust oversight regime\" for the cryptocurrency market. Today, the woman Gensler replaced as head of the SEC -- now-Treasury Secretary Janet Yellen -- was quoted by <i>The Washington Post</i> echoing Gensler's concerns.</p>\n<p>Cryptocurrency \"is often [used] for illicit finance,\" said Yellen, adding that \"it's an extremely inefficient way of conducting transactions,\" a \"highly speculative asset\" -- oh, and \"the amount of energy that's consumed in processing those transactions is staggering,\" to boot!</p>\n<p>To put the icing on the cake, Yellen has also apparently advocated creating a \"central bank digital currency\" to compete with Bitcoin and other independently developed cryptocurrencies -- an idea China has also floated.</p>\n<h2>Now what</h2>\n<p>Add it all up, and the <i>Post </i>observes that a lot of cryptocurrency fans now fear that \"Yellen wants to annihilate the industry\" -- perhaps to make way for a national digital currency of the government's own making. Personally, I think that sounds a bit ambitious, and I'm not convinced the government could pull it off even if it wanted to. Still, when combined with previous comments from elsewhere in government -- specifically, Minneapolis Federal Reserve Bank president Neel Kashkari's accusation that non-governmental cryptocurrencies are \"95% fraud, hype, noise and confusion\" -- there's mounting evidence that momentum is building for some serious regulatory efforts to rein in cryptocurrency trading in the U.S.</p>\n<p>Until we get a better idea of what, specifically, the government plans to do, I'd buckle up for more volatility in the crypto market in the weeks ahead.</p>","source":"fool_stock","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>Why Dogecoin, Ethereum, and XRP Dropped Today</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\">\nWhy Dogecoin, Ethereum, and XRP Dropped Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-25 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/25/why-dogecoin-ethereum-and-xrp-dropped-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happened\nIt's Wednesday, and cryptocurrency prices are fading once more. As of 10:30 a.m. EDT, here's how prices look for several of the biggest names in cryptocurrency:\n\nIndustry bellwether ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/25/why-dogecoin-ethereum-and-xrp-dropped-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://www.fool.com/investing/2021/08/25/why-dogecoin-ethereum-and-xrp-dropped-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162540270","content_text":"What happened\nIt's Wednesday, and cryptocurrency prices are fading once more. As of 10:30 a.m. EDT, here's how prices look for several of the biggest names in cryptocurrency:\n\nIndustry bellwether Bitcoin (CRYPTO:BTC) is down 0.8% over the last 24 hours, according to data from Coindesk.\nEthereum (CRYPTO:ETH) is off 2.5%.\nXRP (CRYPTO:XRP), the token closely associated with Ripple, has fallen 3%.\nAnd Dogecoin (CRYPTO:DOGE) is suffering most of all, declining 4.1%.\n\n\nImage source: Getty Images.\nSo what\nEarlier this month, new Securities and Exchange Commission chairman Gary Gensler sparked a minor freakout among cryptocurrency investors when he linked cryptocurrency trading with \"fraud\" in an interview with Bloomberg, and urged Congress to establish a \"robust oversight regime\" for the cryptocurrency market. Today, the woman Gensler replaced as head of the SEC -- now-Treasury Secretary Janet Yellen -- was quoted by The Washington Post echoing Gensler's concerns.\nCryptocurrency \"is often [used] for illicit finance,\" said Yellen, adding that \"it's an extremely inefficient way of conducting transactions,\" a \"highly speculative asset\" -- oh, and \"the amount of energy that's consumed in processing those transactions is staggering,\" to boot!\nTo put the icing on the cake, Yellen has also apparently advocated creating a \"central bank digital currency\" to compete with Bitcoin and other independently developed cryptocurrencies -- an idea China has also floated.\nNow what\nAdd it all up, and the Post observes that a lot of cryptocurrency fans now fear that \"Yellen wants to annihilate the industry\" -- perhaps to make way for a national digital currency of the government's own making. Personally, I think that sounds a bit ambitious, and I'm not convinced the government could pull it off even if it wanted to. Still, when combined with previous comments from elsewhere in government -- specifically, Minneapolis Federal Reserve Bank president Neel Kashkari's accusation that non-governmental cryptocurrencies are \"95% fraud, hype, noise and confusion\" -- there's mounting evidence that momentum is building for some serious regulatory efforts to rein in cryptocurrency trading in the U.S.\nUntil we get a better idea of what, specifically, the government plans to do, I'd buckle up for more volatility in the crypto market in the weeks ahead.","news_type":1,"symbols_score_info":{"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837096914,"gmtCreate":1629846545538,"gmtModify":1631891055310,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585478577831133","idStr":"3585478577831133"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/837096914","repostId":"1102898319","repostType":4,"repost":{"id":"1102898319","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629814923,"share":"https://ttm.financial/m/news/1102898319?lang=&edition=full","pubTime":"2021-08-24 22:22","market":"us","language":"zh","title":"贝壳涨幅扩大至逾15%！大摩给予持有评级","url":"https://stock-news.laohu8.com/highlight/detail?id=1102898319","media":"老虎资讯综合","summary":"8月24日，贝壳股价拉升走高，现涨幅为15.07%，报19.09美元，暂成交1.33亿美元，最新总市值为227.34亿美元。\n近日，杭州市住房保障和房产管理局旗下的“二手房交易监管服务平台”公布上线“","content":"<p>8月24日，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>股价拉升走高，现涨幅为15.07%，报19.09美元，暂成交1.33亿美元，最新总市值为227.34亿美元。</p>\n<p>近日，杭州市住房保障和房产管理局旗下的“二手房交易监管服务平台”公布上线“个人自主挂牌房源”功能。大摩称，杭州房管局“个人自主挂牌房源”功能并非新事物，该功能自2016年就已存在。最近新增变化为房屋所有人需经过实名认证才可自行上传房源。而此功能上线五年来，并未阻碍贝壳在杭州的业务发展。市场对于此事可能会降低人们对房地产经纪服务依赖的担忧有些过度，并仍给予贝壳持有评级。</p>\n<p><img src=\"https://static.tigerbbs.com/084eb98f1a74ecdfc37bcb1a260e25e8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>贝壳涨幅扩大至逾15%！大摩给予持有评级</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n贝壳涨幅扩大至逾15%！大摩给予持有评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-24 22:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月24日，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>股价拉升走高，现涨幅为15.07%，报19.09美元，暂成交1.33亿美元，最新总市值为227.34亿美元。</p>\n<p>近日，杭州市住房保障和房产管理局旗下的“二手房交易监管服务平台”公布上线“个人自主挂牌房源”功能。大摩称，杭州房管局“个人自主挂牌房源”功能并非新事物，该功能自2016年就已存在。最近新增变化为房屋所有人需经过实名认证才可自行上传房源。而此功能上线五年来，并未阻碍贝壳在杭州的业务发展。市场对于此事可能会降低人们对房地产经纪服务依赖的担忧有些过度，并仍给予贝壳持有评级。</p>\n<p><img src=\"https://static.tigerbbs.com/084eb98f1a74ecdfc37bcb1a260e25e8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b535c9a2fb31d3a8e79d1d3d90fd21a","relate_stocks":{"BEKE":"贝壳"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102898319","content_text":"8月24日，贝壳股价拉升走高，现涨幅为15.07%，报19.09美元，暂成交1.33亿美元，最新总市值为227.34亿美元。\n近日，杭州市住房保障和房产管理局旗下的“二手房交易监管服务平台”公布上线“个人自主挂牌房源”功能。大摩称，杭州房管局“个人自主挂牌房源”功能并非新事物，该功能自2016年就已存在。最近新增变化为房屋所有人需经过实名认证才可自行上传房源。而此功能上线五年来，并未阻碍贝壳在杭州的业务发展。市场对于此事可能会降低人们对房地产经纪服务依赖的担忧有些过度，并仍给予贝壳持有评级。","news_type":1,"symbols_score_info":{"BEKE":0.9}},"isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836485048,"gmtCreate":1629514783484,"gmtModify":1631891055324,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585478577831133","idStr":"3585478577831133"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/836485048","repostId":"1107075259","repostType":4,"repost":{"id":"1107075259","kind":"news","pubTimestamp":1629509852,"share":"https://ttm.financial/m/news/1107075259?lang=&edition=full","pubTime":"2021-08-21 09:37","market":"us","language":"en","title":"Ignore Elon Musk’s dancing distraction and face the dangers ahead for Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1107075259","media":"MarketWatch","summary":"Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.$Investors$ should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.At $Tesla Motors$’s AI Day late Thursday, self-named Technoking Musk said th","content":"<blockquote>\n <b>Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.</b>\n</blockquote>\n<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.</p>\n<p>At <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>’s&nbsp;AI Day late Thursday, self-named Technoking Musk said that the company is working on a humanoid robot as “Tesla is arguably the world’s biggest robotics company because our cars are like semi-sentient robots on wheels.”</p>\n<p>After a white-suited human did a brief dance for the believers in the audience and on a livestream, Musk came on the stage and showed only computer-generated images of a 5’8″ humanoid robot thathe claimed Tesla will produce a prototype of sometime next year. He inferred it could be used for manufacturing or boring repetitive tasks, like grocery shopping and will have a full self-driving computer.</p>\n<p>As always with Musk and Tesla, the timeline is highly doubtful to anyone with basic knowledge of the technology in question. Fortunately, the antics did not fool everyone on Wall Street, some of whom may be getting tired of his shenanigans.</p>\n<p>“Unfortunately, as we have seen with robotaxis and other future sci-fi projects for Musk, we view this&nbsp;Tesla&nbsp;Bot as an absolute head scratcher that will further agitate investors at a time the Street is showing growing concern around rising EV competition and safety issues for&nbsp;Tesla,” said Dan Ives, a Wedbush Securities analyst, in a note to clients early Friday.</p>\n<p>The safety issues Ives mentions are what investors should be attuned to right now, because it appears the government is finally stepping up and taking note of a problem this column has long pointed out: Musk repeatedly oversells the current and near-term potential for his automotive autonomy advanced technology.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> a day before Thursday’s “AI Day” spectacle,two U.S. senators asked the Federal Trade Commission to investigate both Tesla’s and Musk’s “repeated overstatements of their vehicles’ capabilities”in regards to the marketing of Tesla’s “Full Self Driving” product. Tesla charges thousands of dollars at purchase (or as little as $100 a month) for software that is nowhere near full self-driving, a practice that has already led toa recent review by California Department of Motor Vehiclesanda German ruling that Tesla could not market the product as such.</p>\n<p>“Language matters,” said Selika Talbott, a professorial lecturer in the department of public administration and policy at <a href=\"https://laohu8.com/S/AFG\">American</a> University in <a href=\"https://laohu8.com/S/WASH\">Washington</a> DC. “The use of this terminology is false and misleading and unsafe for the general public. The notions of assisted driving and autonomous vehicles and their differences are not fully understood by the general public.”</p>\n<p>“Tesla has highly assisted technology in their vehicle, but at no point should anyone behind the wheel think that vehicle can drive itself, because it can’t,” Talbott said.</p>\n<p>The week began with news of a federal investigation into Tesla’s Autopilot system after cars using the feature crashed into stopped emergency vehicles.The <a href=\"https://laohu8.com/S/NHLD\">National</a> <a href=\"https://laohu8.com/S/HIHO\">Highway</a> Traffic Safety Administration is looking into a series of crashesby Tesla cars that had the advanced driver-assistance system enabled. NHTSA said that itopened an inquiry into 11 Tesla crashesthat involved emergency vehicles, while still investigating a series of collisions involving cars enabled with <a href=\"https://laohu8.com/S/AEIS\">Advanced</a> Driver Assistance Systems (ADAS) and tractor-trailers.</p>\n<p>The latest outcry on Capitol <a href=\"https://laohu8.com/S/HIL\">Hill</a> follows a stream of news reports and/or social media posts and YouTube videos of drivers engaging in extremely risky behavior while testing the so-called self-driving features of their Tesla. In May, Steven Michael Hendrickson,a 35-year-old father of two in Fontana, Calif., died when his Tesla hit an overturned semitruck. Earlier he had posted videos of driving without his hands on the wheel of his car on the freeway, but the NHTSA was still investigating the role of Autopilot in the crash.</p>\n<p>“The vehicles that Tesla is producing are driver-assisted systems,” said Bryan Reimer, a research scientist at the MIT Center for Transportation and Logistics. “They are assisting the driver, and the driver needs to maintain vigilance.”</p>\n<p>It is important to note the difference between Tesla’s dual products with misleading names. “Autopilot” is an ADAS system, a highly advanced version of cruise control meant for highway driving that enables “your car to steer, accelerate and brake automatically within its lane under your active supervision, assisting with the most burdensome parts of driving,” according to Tesla’s website. Tesla also offers the “FSD” package, now available by a subscription of $99 to $199 a month, which it describes as “access to a suite of more advanced driver assistance features, designed to provide more active guidance and assisted driving under your active supervision.”</p>\n<p>If only Musk described these systems in a similar manner to the official website. In analyst conference calls and in Tesla’s multi-hour long presentations to its fan base, Musk has been proclaiming that with this software, full autonomy is around the corner.</p>\n<p>“We&nbsp;basically&nbsp;have&nbsp;to&nbsp;solve&nbsp;real-world vision AI and we are,” he said in an earnings call in April. “And the key to solving this is also having some massive data set. So just having well over <a href=\"https://laohu8.com/S/AONE.U\">one</a> million cars on the road that are collecting data… But I am highly confident that we&nbsp;will&nbsp;get&nbsp;this&nbsp;done.”</p>\n<p>But for all of Musk’s bluster and huge fan base, investors are starting to note that the company’s tactics involving full self-driving technology are dangerous, as opposed to the other companies that are testing autonomous vehicles.</p>\n<p>For example, <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc.’sGOOGGOOGLWaymo, the company with the most hours of autonomous vehicle driving, is currently operating a small scale robotaxi service in parts of Arizona around Phoenix that are not densely populated, without human drivers. It is the only one of its kind in the U.S. In California, Waymo has permits from the DMV to conduct AV testing with a human driver behind the wheel.</p>\n<p>“Waymo cannot just start selling their AVs to anyone, and they can’t just drive them on the roadway, our regulatory system does not allow for that,” Talbott of <a href=\"https://laohu8.com/S/AMSWA\">American</a> University said. “You can test them but no publicly available self-driving car is on the market for purchase because it doesn’t exist.”</p>\n<p>With FSD testing being done in the real world with untrained drivers, Tesla is conducting the equivalent of clinical trials of a new drug without any professional hourly or daily monitoring of the patient.</p>\n<p>“They are calling it beta, it is a beta system, they are exposing people to substantive risk,” Reimer said.</p>\n<p>Musk’s latest bot is yet another distraction, much like the flame thrower in 2018 sold by his Boring Company, his unwanted assistance to try and help the boys stuck in a cave in Thailand, and other projects. Investors should not let these distractions get in the way of the real issues that Musk seems to be refusing to acknowledge as he continues to oversell his company’s technological abilities.</p>","source":"market_watch","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>Ignore Elon Musk’s dancing distraction and face the dangers ahead for Tesla</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\">\nIgnore Elon Musk’s dancing distraction and face the dangers ahead for Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-21 09:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/ignore-elon-musks-dancing-distraction-and-face-the-dangers-ahead-for-tesla-11629488276?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology ...</p>\n\n<a href=\"https://www.marketwatch.com/story/ignore-elon-musks-dancing-distraction-and-face-the-dangers-ahead-for-tesla-11629488276?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/story/ignore-elon-musks-dancing-distraction-and-face-the-dangers-ahead-for-tesla-11629488276?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1107075259","content_text":"Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.\n\nInvestors should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.\nAt Tesla Motors’s AI Day late Thursday, self-named Technoking Musk said that the company is working on a humanoid robot as “Tesla is arguably the world’s biggest robotics company because our cars are like semi-sentient robots on wheels.”\nAfter a white-suited human did a brief dance for the believers in the audience and on a livestream, Musk came on the stage and showed only computer-generated images of a 5’8″ humanoid robot thathe claimed Tesla will produce a prototype of sometime next year. He inferred it could be used for manufacturing or boring repetitive tasks, like grocery shopping and will have a full self-driving computer.\nAs always with Musk and Tesla, the timeline is highly doubtful to anyone with basic knowledge of the technology in question. Fortunately, the antics did not fool everyone on Wall Street, some of whom may be getting tired of his shenanigans.\n“Unfortunately, as we have seen with robotaxis and other future sci-fi projects for Musk, we view this Tesla Bot as an absolute head scratcher that will further agitate investors at a time the Street is showing growing concern around rising EV competition and safety issues for Tesla,” said Dan Ives, a Wedbush Securities analyst, in a note to clients early Friday.\nThe safety issues Ives mentions are what investors should be attuned to right now, because it appears the government is finally stepping up and taking note of a problem this column has long pointed out: Musk repeatedly oversells the current and near-term potential for his automotive autonomy advanced technology.\nJust a day before Thursday’s “AI Day” spectacle,two U.S. senators asked the Federal Trade Commission to investigate both Tesla’s and Musk’s “repeated overstatements of their vehicles’ capabilities”in regards to the marketing of Tesla’s “Full Self Driving” product. Tesla charges thousands of dollars at purchase (or as little as $100 a month) for software that is nowhere near full self-driving, a practice that has already led toa recent review by California Department of Motor Vehiclesanda German ruling that Tesla could not market the product as such.\n“Language matters,” said Selika Talbott, a professorial lecturer in the department of public administration and policy at American University in Washington DC. “The use of this terminology is false and misleading and unsafe for the general public. The notions of assisted driving and autonomous vehicles and their differences are not fully understood by the general public.”\n“Tesla has highly assisted technology in their vehicle, but at no point should anyone behind the wheel think that vehicle can drive itself, because it can’t,” Talbott said.\nThe week began with news of a federal investigation into Tesla’s Autopilot system after cars using the feature crashed into stopped emergency vehicles.The National Highway Traffic Safety Administration is looking into a series of crashesby Tesla cars that had the advanced driver-assistance system enabled. NHTSA said that itopened an inquiry into 11 Tesla crashesthat involved emergency vehicles, while still investigating a series of collisions involving cars enabled with Advanced Driver Assistance Systems (ADAS) and tractor-trailers.\nThe latest outcry on Capitol Hill follows a stream of news reports and/or social media posts and YouTube videos of drivers engaging in extremely risky behavior while testing the so-called self-driving features of their Tesla. In May, Steven Michael Hendrickson,a 35-year-old father of two in Fontana, Calif., died when his Tesla hit an overturned semitruck. Earlier he had posted videos of driving without his hands on the wheel of his car on the freeway, but the NHTSA was still investigating the role of Autopilot in the crash.\n“The vehicles that Tesla is producing are driver-assisted systems,” said Bryan Reimer, a research scientist at the MIT Center for Transportation and Logistics. “They are assisting the driver, and the driver needs to maintain vigilance.”\nIt is important to note the difference between Tesla’s dual products with misleading names. “Autopilot” is an ADAS system, a highly advanced version of cruise control meant for highway driving that enables “your car to steer, accelerate and brake automatically within its lane under your active supervision, assisting with the most burdensome parts of driving,” according to Tesla’s website. Tesla also offers the “FSD” package, now available by a subscription of $99 to $199 a month, which it describes as “access to a suite of more advanced driver assistance features, designed to provide more active guidance and assisted driving under your active supervision.”\nIf only Musk described these systems in a similar manner to the official website. In analyst conference calls and in Tesla’s multi-hour long presentations to its fan base, Musk has been proclaiming that with this software, full autonomy is around the corner.\n“We basically have to solve real-world vision AI and we are,” he said in an earnings call in April. “And the key to solving this is also having some massive data set. So just having well over one million cars on the road that are collecting data… But I am highly confident that we will get this done.”\nBut for all of Musk’s bluster and huge fan base, investors are starting to note that the company’s tactics involving full self-driving technology are dangerous, as opposed to the other companies that are testing autonomous vehicles.\nFor example, Alphabet Inc.’sGOOGGOOGLWaymo, the company with the most hours of autonomous vehicle driving, is currently operating a small scale robotaxi service in parts of Arizona around Phoenix that are not densely populated, without human drivers. It is the only one of its kind in the U.S. In California, Waymo has permits from the DMV to conduct AV testing with a human driver behind the wheel.\n“Waymo cannot just start selling their AVs to anyone, and they can’t just drive them on the roadway, our regulatory system does not allow for that,” Talbott of American University said. “You can test them but no publicly available self-driving car is on the market for purchase because it doesn’t exist.”\nWith FSD testing being done in the real world with untrained drivers, Tesla is conducting the equivalent of clinical trials of a new drug without any professional hourly or daily monitoring of the patient.\n“They are calling it beta, it is a beta system, they are exposing people to substantive risk,” Reimer said.\nMusk’s latest bot is yet another distraction, much like the flame thrower in 2018 sold by his Boring Company, his unwanted assistance to try and help the boys stuck in a cave in Thailand, and other projects. Investors should not let these distractions get in the way of the real issues that Musk seems to be refusing to acknowledge as he continues to oversell his company’s technological abilities.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838242953,"gmtCreate":1629416285872,"gmtModify":1631891055333,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585478577831133","idStr":"3585478577831133"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/838242953","repostId":"1177892933","repostType":4,"repost":{"id":"1177892933","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629388917,"share":"https://ttm.financial/m/news/1177892933?lang=&edition=full","pubTime":"2021-08-20 00:01","market":"us","language":"zh","title":"图森未来大涨超15%，据称又获“牛市女皇”增持","url":"https://stock-news.laohu8.com/highlight/detail?id=1177892933","media":"老虎资讯综合","summary":"周四，图森未来低开高走，股价一路抬升，截至发稿涨幅扩大至15%。\n\n市场消息，“牛市女皇”、ARK基金的创始人凯西·伍德（Catherine Wood）在周三增持图森未来约22.1万股，当日该股收涨2","content":"<p>周四，<a href=\"https://laohu8.com/S/TSP\">图森未来</a>低开高走，股价一路抬升，截至发稿涨幅扩大至15%。</p>\n<p><img src=\"https://static.tigerbbs.com/e1212649a8e8e4b1eda6464876147076\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>市场消息，“牛市女皇”、ARK基金的创始人凯西·伍德（Catherine Wood）在周三增持图森未来约22.1万股，当日该股收涨2.65%。</p>\n<p>业绩方面，2021年第二季度图森未来实现营收148.2万美元，同比增长463.5%，环比上一季度增长57%；净亏损为1.17亿美元，同比扩大316.6%；运营亏损1.21亿美元，同比扩大331.8%。</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>图森未来大涨超15%，据称又获“牛市女皇”增持</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n图森未来大涨超15%，据称又获“牛市女皇”增持\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-20 00:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周四，<a href=\"https://laohu8.com/S/TSP\">图森未来</a>低开高走，股价一路抬升，截至发稿涨幅扩大至15%。</p>\n<p><img src=\"https://static.tigerbbs.com/e1212649a8e8e4b1eda6464876147076\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>市场消息，“牛市女皇”、ARK基金的创始人凯西·伍德（Catherine Wood）在周三增持图森未来约22.1万股，当日该股收涨2.65%。</p>\n<p>业绩方面，2021年第二季度图森未来实现营收148.2万美元，同比增长463.5%，环比上一季度增长57%；净亏损为1.17亿美元，同比扩大316.6%；运营亏损1.21亿美元，同比扩大331.8%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3b9accdc5716a7368b1240a904c5b874","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177892933","content_text":"周四，图森未来低开高走，股价一路抬升，截至发稿涨幅扩大至15%。\n\n市场消息，“牛市女皇”、ARK基金的创始人凯西·伍德（Catherine Wood）在周三增持图森未来约22.1万股，当日该股收涨2.65%。\n业绩方面，2021年第二季度图森未来实现营收148.2万美元，同比增长463.5%，环比上一季度增长57%；净亏损为1.17亿美元，同比扩大316.6%；运营亏损1.21亿美元，同比扩大331.8%。","news_type":1,"symbols_score_info":{"TSP":0.9}},"isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":831200148,"gmtCreate":1629327902184,"gmtModify":1631891055347,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585478577831133","idStr":"3585478577831133"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831200148","repostId":"1113134950","repostType":4,"repost":{"id":"1113134950","kind":"news","pubTimestamp":1629296107,"share":"https://ttm.financial/m/news/1113134950?lang=&edition=full","pubTime":"2021-08-18 22:15","market":"us","language":"zh","title":"研究机构预测特斯拉2022年销量将突破130万辆","url":"https://stock-news.laohu8.com/highlight/detail?id=1113134950","media":"界面新闻","summary":"因深化软件布局，2025年软件业务营收将呈现3倍以上增长。","content":"<div>\n<p>据《香港经济日报》8月18日消息，特斯拉在电动车行业的优势可望进一步扩大，DIGITIMES Research预估2022年特斯拉电动车年销量将突破130万辆，2022年底特斯拉电动车总产能将达200万台。因深化软件布局，2025年软件业务营收将呈现3倍以上增长。</p>\n\n<a href=\"https://www.jiemian.com/article/6497696.html\">Web Link</a>\n\n</div>\n","source":"jm","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>研究机构预测特斯拉2022年销量将突破130万辆</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研究机构预测特斯拉2022年销量将突破130万辆\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-18 22:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.jiemian.com/article/6497696.html><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据《香港经济日报》8月18日消息，特斯拉在电动车行业的优势可望进一步扩大，DIGITIMES Research预估2022年特斯拉电动车年销量将突破130万辆，2022年底特斯拉电动车总产能将达200万台。因深化软件布局，2025年软件业务营收将呈现3倍以上增长。</p>\n\n<a href=\"https://www.jiemian.com/article/6497696.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/968c7f56416ea450ba452ed25e324d2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.jiemian.com/article/6497696.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113134950","content_text":"据《香港经济日报》8月18日消息，特斯拉在电动车行业的优势可望进一步扩大，DIGITIMES Research预估2022年特斯拉电动车年销量将突破130万辆，2022年底特斯拉电动车总产能将达200万台。因深化软件布局，2025年软件业务营收将呈现3倍以上增长。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":833205200,"gmtCreate":1629243561200,"gmtModify":1631891055361,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585478577831133","idStr":"3585478577831133"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833205200","repostId":"2160788186","repostType":4,"repost":{"id":"2160788186","kind":"highlight","pubTimestamp":1629229728,"share":"https://ttm.financial/m/news/2160788186?lang=&edition=full","pubTime":"2021-08-18 03:48","market":"hk","language":"zh","title":"大数据分析公司Palantir囤积金条，以应对“黑天鹅”事件","url":"https://stock-news.laohu8.com/highlight/detail?id=2160788186","media":"新浪财经","summary":"美国大数据分析公司Palantir表示，该公司正在准备应对另一场“黑天鹅事件”而囤积金条，并邀请客户以黄金购买其数据分析软件。　　Palantir表示，该公司在8月份购买了价值5070万美元的金条，并接受黄金支付方式。该公司还将其在SPAC的投资组合扩大到超过3亿美元。　　Palantir目前拥有约23亿美元现金，并且正在探索如何利用这笔现金。Palantir发言人表示，目前还没有人用比特币或黄金付款。","content":"<p>美国大数据分析公司Palantir表示，该公司正在准备应对另一场“黑天鹅事件”而囤积金条，并邀请客户以黄金购买其数据分析软件。</p>\n<p>Palantir表示，该公司在8月份购买了价值5070万美元的金条，并接受黄金支付方式。该公司还将其在SPAC的投资组合扩大到超过3亿美元。</p>\n<p>该公司首席运营官Shyam Sankar表示，“你必须为更多黑天鹅事件的未来做好准备。”</p>\n<p>Palantir目前拥有约23亿美元现金，并且正在探索如何利用这笔现金。该公司在5月份的一季度财报电话会议上曾表示正在考虑投资比特币。Palantir发言人表示，目前还没有人用比特币或黄金付款。</p>\n<p>Palantir是硅谷估值最高的初创公司之一，由硅谷风投教父Peter Thiel于2003年参与创立，以开发高度机密但却预算很高的数据分析项目著称，已于去年10月份上市。该公司总部位于美国加州，公司名称来源于《指环王》中洞悉万物的水晶球。</p>\n<p>该公司以大数据分析出名，主要客户为政府机构和金融机构。最出名的案例是以大数据技术帮助美国军方成功定位和击毙基地组织首脑本-拉登。</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>大数据分析公司Palantir囤积金条，以应对“黑天鹅”事件</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{ 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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大数据分析公司Palantir囤积金条，以应对“黑天鹅”事件\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-18 03:48 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-08-18/doc-ikqciyzm2071075.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国大数据分析公司Palantir表示，该公司正在准备应对另一场“黑天鹅事件”而囤积金条，并邀请客户以黄金购买其数据分析软件。\nPalantir表示，该公司在8月份购买了价值5070万美元的金条，并接受黄金支付方式。该公司还将其在SPAC的投资组合扩大到超过3亿美元。\n该公司首席运营官Shyam Sankar表示，“你必须为更多黑天鹅事件的未来做好准备。”\nPalantir目前拥有约23亿美元现金...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-08-18/doc-ikqciyzm2071075.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/d4167ed39ab7301f57b1a222ed7d0b70","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","IAU":"黄金信托ETF(iShares)","GDX":"黄金矿业ETF-VanEck","NUGT":"二倍做多黄金矿业指数ETF-Direxion","GLD":"SPDR黄金ETF","DUST":"二倍做空黄金矿业指数ETF-Direxion"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-08-18/doc-ikqciyzm2071075.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160788186","content_text":"美国大数据分析公司Palantir表示，该公司正在准备应对另一场“黑天鹅事件”而囤积金条，并邀请客户以黄金购买其数据分析软件。\nPalantir表示，该公司在8月份购买了价值5070万美元的金条，并接受黄金支付方式。该公司还将其在SPAC的投资组合扩大到超过3亿美元。\n该公司首席运营官Shyam Sankar表示，“你必须为更多黑天鹅事件的未来做好准备。”\nPalantir目前拥有约23亿美元现金，并且正在探索如何利用这笔现金。该公司在5月份的一季度财报电话会议上曾表示正在考虑投资比特币。Palantir发言人表示，目前还没有人用比特币或黄金付款。\nPalantir是硅谷估值最高的初创公司之一，由硅谷风投教父Peter Thiel于2003年参与创立，以开发高度机密但却预算很高的数据分析项目著称，已于去年10月份上市。该公司总部位于美国加州，公司名称来源于《指环王》中洞悉万物的水晶球。\n该公司以大数据分析出名，主要客户为政府机构和金融机构。最出名的案例是以大数据技术帮助美国军方成功定位和击毙基地组织首脑本-拉登。","news_type":1,"symbols_score_info":{"159934":0.9,"518880":0.9,"DUST":0.9,"MGCmain":0.9,"SGCmain":0.9,"SGUmain":0.9,"GDX":0.9,"GLD":0.9,"IAU":0.9,"NUGT":0.9}},"isVote":1,"tweetType":1,"viewCount":1157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":892305260,"gmtCreate":1628637805950,"gmtModify":1631891055371,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585478577831133","idStr":"3585478577831133"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892305260","repostId":"1145468197","repostType":4,"repost":{"id":"1145468197","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628635945,"share":"https://ttm.financial/m/news/1145468197?lang=&edition=full","pubTime":"2021-08-11 06:52","market":"us","language":"zh","title":"Coinbase第二季度净利润16.06亿美元，同比大增49倍","url":"https://stock-news.laohu8.com/highlight/detail?id=1145468197","media":"老虎资讯综合","summary":"8月10日美股盘后，加密货币交易所Coinbase今日公布了该公司的2021财年第二季度财报。报告显示，Coinbase第二季度净营收为20.33亿美元，与上年同期的1.78亿美元相比大幅增长；净利润","content":"<p>8月10日美股盘后，加密货币交易所<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>今日公布了该公司的2021财年第二季度财报。报告显示，Coinbase第二季度净营收为20.33亿美元，与上年同期的1.78亿美元相比大幅增长；净利润为16.06亿美元，与上年同期的3200万美元相比增长49倍；归属于普通股股东的摊薄净利润为15.93亿美元，归属于普通股股东的每股摊薄净利润为6.42美元。</p>\n<p><img src=\"https://static.tigerbbs.com/74fc43e1ca5c47428354d846c5ff107c\" tg-width=\"1041\" tg-height=\"479\" referrerpolicy=\"no-referrer\"></p>\n<p>Coinbase第二季度净营收和每股摊薄收益均超出华尔街分析师此前预期，从而推动其盘后股价上涨近2%。</p>\n<p><img src=\"https://static.tigerbbs.com/0b69dabfb542eb0ade5c26fa871a7a84\" tg-width=\"900\" tg-height=\"819\" referrerpolicy=\"no-referrer\"></p>\n<p><b>主要业绩：</b></p>\n<p>在截至6月30日的这一财季，Coinbase的净利润为16.06亿美元，与上年同期的3200万美元相比增长49倍；归属于普通股股东的摊薄净利润为15.93亿美元，归属于普通股股东的每股摊薄净利润为6.42美元，这一业绩超出分析师预期。据<a href=\"https://laohu8.com/S/YHOO\">雅虎</a>财经频道提供的数据显示，13名分析师此前平均预期Coinbase第二季度每股摊薄收益将达2.24美元。</p>\n<p>Coinbase第二季度净营收为20.33亿美元，与上年同期的1.78亿美元相比大幅增长，也超出分析师预期。据雅虎财经频道提供的数据显示，15名分析师此前平均预期Coinbase第二季度营收将达17.7亿美元。</p>\n<p>按业务部门划分：（1）Coinbase第二季度总交易营收为19.304亿美元，相比之下上年同期为1.719亿美元。其中，来自于散户投资者的净交易营收为18.280亿美元，相比之下上年同期为1.638亿美元；来自于机构投资者的交易营收为1.024亿美元，相比之下上年同期为800万美元。（2）Coinbase第二季度总订阅和服务营收为1.026亿美元，相比之下上年同期为650万美元。其中，托管费营收为3170万美元，相比之下上年同期为310万美元；权益质押营收为3900万美元，相比之下上年同期为270万美元；赢利活动营收为1690万美元，相比之下上年同期为10万美元；利息收入为650万美元，相比之下上年同期为20万美元；其他订阅和服务营收为850万美元，相比之下上年同期为40万美元。</p>\n<p>Coinbase第二季度总运营支出为13.532亿美元，在净营收中所占比例为67%，相比之下上年同期为1.443亿美元，在净营收中所占比例为81%。其中，Coinbase第二季度交易支出为3.354亿美元，在净营收中所占比例为16%，相比之下上年同期为2340万美元，在净营收中所占比例为13%；技术和开发支出为2.915亿美元，在净营收中所占比例为14%，相比之下上年同期为6080万美元，在净营收中所占比例为34%；销售和营销支出为1.957亿美元，在净营收中所占比例为10%，相比之下上年同期为1140万美元，在净营收中所占比例为6%；总务和行政支出为2.482亿美元，在净营收中所占比例为12%，相比之下上年同期为5200万美元，在净营收中所占比例为29%；其他运营支出为2.824亿美元，在净营收中所占比例为14%，相比之下上年同期为-330万美元，在净营收中所占比例为-2%。</p>\n<p>Coinbase第二季度调整后EBITDA（即未计入利息、税项、折旧及摊销的净利润）为11.50亿美元，相比之下上年同期为6100万美元。</p>\n<p>在第二季度中，Coinbase的团队继续大规模扩大，净新增雇员人数超过450万人。截至第二季度末，Coinbase的全职员工总数为2176人。</p>\n<p>截至第二季度末，Coinbase持有的现金和现金等价物约为44亿美元，其中包括与该公司在2021年5月份发行的可转换高级债券相关的14亿美元净收益。</p>\n<p><b>　运营指标：</b></p>\n<p>Coinbase第二季度的已认证用户人数为5600万人。目前已有9000多家机构客户正在继续深化和扩大其在加密经济领域中的活动，还有超过16万个生态系统合作伙伴正在使用Coinbase的加密工具和服务与它们自己的客户进行互动。</p>\n<p>Coinbase第二季度的月度交易用户人数为880万人，相比之下上年同期为150万人，与2021年第一季度相比增长了44%。</p>\n<p>Coinbase第二季度交易量为4620亿美元，相比之下上年同期为280亿美元。其中，散户投资者的交易量为1450亿美元，相比之下上年同期为110亿美元；机构投资者的交易量为3170亿美元，相比之下上年同期为170亿美元。从各种加密资产的交易量来看，Coinbase第二季度的比特币交易量在总交易量中所占比例为24%，相比之下上年同期为57%；以太币交易量在总交易量中所占比例为26%，相比之下上年同期为15%；其他加密资产的交易量在总交易量中所占比例为50%，相比之下上年同期为28%。</p>\n<p>Coinbase第二季度平台上资产总额为1800亿美元，相比之下上年同期为280亿美元。其中，散户投资者的平台上资产为880亿美元，相比之下上年同期为150亿美元；机构投资者的平台上资产为920亿美元，相比之下上年同期为110亿美元。从各种加密资产的平台上资产来看，Coinbase第二季度的比特币平台上资产在总平台上资产中所占比例为47%，相比之下上年同期为64%；以太币平台上资产在总平台上资产中所占比例为24%，相比之下上年同期为12%；其他加密资产的平台上资产在总平台上资产中所占比例为25%，相比之下上年同期为18%。</p>\n<p><b>　业绩展望：</b></p>\n<p>Coinbase表示，7月份散户投资者的月度交易用户人数和总交易量分别为630万人和570亿美元，原因是加密资产价格和加密资产波动性相对于第二季度的水平而言大幅下降。8月份到目前为止，散户投资者的月度交易用户人数和总交易量与7月份的水平相比略有改善，但仍低于今年早些时候的水平。其结果是，该公司认为第三季度散户投资者的月度交易用户人数和总交易量将低于第二季度的水平。</p>\n<p>Coinbase对2021财年月度交易用户人数平均值的三种假设情境作出了更新，目前预计：（1）在较高的假设情境之下，月度交易用户人数的平均值预计将达800万人（相比之下2021财年第一季度时的预期为900万人）；（2）在居中的假设情境之下，月度交易用户人数的平均值预计将达700万人（与2021财年第一季度时的预期相比保持不变）；（3）在较低的假设情境之下，月度交易用户人数的平均值预计将达550万人（与2021财年第一季度时的预期相比保持不变）。</p>","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-11 06:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月10日美股盘后，加密货币交易所<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>今日公布了该公司的2021财年第二季度财报。报告显示，Coinbase第二季度净营收为20.33亿美元，与上年同期的1.78亿美元相比大幅增长；净利润为16.06亿美元，与上年同期的3200万美元相比增长49倍；归属于普通股股东的摊薄净利润为15.93亿美元，归属于普通股股东的每股摊薄净利润为6.42美元。</p>\n<p><img src=\"https://static.tigerbbs.com/74fc43e1ca5c47428354d846c5ff107c\" tg-width=\"1041\" tg-height=\"479\" referrerpolicy=\"no-referrer\"></p>\n<p>Coinbase第二季度净营收和每股摊薄收益均超出华尔街分析师此前预期，从而推动其盘后股价上涨近2%。</p>\n<p><img src=\"https://static.tigerbbs.com/0b69dabfb542eb0ade5c26fa871a7a84\" tg-width=\"900\" tg-height=\"819\" referrerpolicy=\"no-referrer\"></p>\n<p><b>主要业绩：</b></p>\n<p>在截至6月30日的这一财季，Coinbase的净利润为16.06亿美元，与上年同期的3200万美元相比增长49倍；归属于普通股股东的摊薄净利润为15.93亿美元，归属于普通股股东的每股摊薄净利润为6.42美元，这一业绩超出分析师预期。据<a href=\"https://laohu8.com/S/YHOO\">雅虎</a>财经频道提供的数据显示，13名分析师此前平均预期Coinbase第二季度每股摊薄收益将达2.24美元。</p>\n<p>Coinbase第二季度净营收为20.33亿美元，与上年同期的1.78亿美元相比大幅增长，也超出分析师预期。据雅虎财经频道提供的数据显示，15名分析师此前平均预期Coinbase第二季度营收将达17.7亿美元。</p>\n<p>按业务部门划分：（1）Coinbase第二季度总交易营收为19.304亿美元，相比之下上年同期为1.719亿美元。其中，来自于散户投资者的净交易营收为18.280亿美元，相比之下上年同期为1.638亿美元；来自于机构投资者的交易营收为1.024亿美元，相比之下上年同期为800万美元。（2）Coinbase第二季度总订阅和服务营收为1.026亿美元，相比之下上年同期为650万美元。其中，托管费营收为3170万美元，相比之下上年同期为310万美元；权益质押营收为3900万美元，相比之下上年同期为270万美元；赢利活动营收为1690万美元，相比之下上年同期为10万美元；利息收入为650万美元，相比之下上年同期为20万美元；其他订阅和服务营收为850万美元，相比之下上年同期为40万美元。</p>\n<p>Coinbase第二季度总运营支出为13.532亿美元，在净营收中所占比例为67%，相比之下上年同期为1.443亿美元，在净营收中所占比例为81%。其中，Coinbase第二季度交易支出为3.354亿美元，在净营收中所占比例为16%，相比之下上年同期为2340万美元，在净营收中所占比例为13%；技术和开发支出为2.915亿美元，在净营收中所占比例为14%，相比之下上年同期为6080万美元，在净营收中所占比例为34%；销售和营销支出为1.957亿美元，在净营收中所占比例为10%，相比之下上年同期为1140万美元，在净营收中所占比例为6%；总务和行政支出为2.482亿美元，在净营收中所占比例为12%，相比之下上年同期为5200万美元，在净营收中所占比例为29%；其他运营支出为2.824亿美元，在净营收中所占比例为14%，相比之下上年同期为-330万美元，在净营收中所占比例为-2%。</p>\n<p>Coinbase第二季度调整后EBITDA（即未计入利息、税项、折旧及摊销的净利润）为11.50亿美元，相比之下上年同期为6100万美元。</p>\n<p>在第二季度中，Coinbase的团队继续大规模扩大，净新增雇员人数超过450万人。截至第二季度末，Coinbase的全职员工总数为2176人。</p>\n<p>截至第二季度末，Coinbase持有的现金和现金等价物约为44亿美元，其中包括与该公司在2021年5月份发行的可转换高级债券相关的14亿美元净收益。</p>\n<p><b>　运营指标：</b></p>\n<p>Coinbase第二季度的已认证用户人数为5600万人。目前已有9000多家机构客户正在继续深化和扩大其在加密经济领域中的活动，还有超过16万个生态系统合作伙伴正在使用Coinbase的加密工具和服务与它们自己的客户进行互动。</p>\n<p>Coinbase第二季度的月度交易用户人数为880万人，相比之下上年同期为150万人，与2021年第一季度相比增长了44%。</p>\n<p>Coinbase第二季度交易量为4620亿美元，相比之下上年同期为280亿美元。其中，散户投资者的交易量为1450亿美元，相比之下上年同期为110亿美元；机构投资者的交易量为3170亿美元，相比之下上年同期为170亿美元。从各种加密资产的交易量来看，Coinbase第二季度的比特币交易量在总交易量中所占比例为24%，相比之下上年同期为57%；以太币交易量在总交易量中所占比例为26%，相比之下上年同期为15%；其他加密资产的交易量在总交易量中所占比例为50%，相比之下上年同期为28%。</p>\n<p>Coinbase第二季度平台上资产总额为1800亿美元，相比之下上年同期为280亿美元。其中，散户投资者的平台上资产为880亿美元，相比之下上年同期为150亿美元；机构投资者的平台上资产为920亿美元，相比之下上年同期为110亿美元。从各种加密资产的平台上资产来看，Coinbase第二季度的比特币平台上资产在总平台上资产中所占比例为47%，相比之下上年同期为64%；以太币平台上资产在总平台上资产中所占比例为24%，相比之下上年同期为12%；其他加密资产的平台上资产在总平台上资产中所占比例为25%，相比之下上年同期为18%。</p>\n<p><b>　业绩展望：</b></p>\n<p>Coinbase表示，7月份散户投资者的月度交易用户人数和总交易量分别为630万人和570亿美元，原因是加密资产价格和加密资产波动性相对于第二季度的水平而言大幅下降。8月份到目前为止，散户投资者的月度交易用户人数和总交易量与7月份的水平相比略有改善，但仍低于今年早些时候的水平。其结果是，该公司认为第三季度散户投资者的月度交易用户人数和总交易量将低于第二季度的水平。</p>\n<p>Coinbase对2021财年月度交易用户人数平均值的三种假设情境作出了更新，目前预计：（1）在较高的假设情境之下，月度交易用户人数的平均值预计将达800万人（相比之下2021财年第一季度时的预期为900万人）；（2）在居中的假设情境之下，月度交易用户人数的平均值预计将达700万人（与2021财年第一季度时的预期相比保持不变）；（3）在较低的假设情境之下，月度交易用户人数的平均值预计将达550万人（与2021财年第一季度时的预期相比保持不变）。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/046f094f74db0c19fa8736257a800fcf","relate_stocks":{"COIN":"Coinbase Global, Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145468197","content_text":"8月10日美股盘后，加密货币交易所Coinbase今日公布了该公司的2021财年第二季度财报。报告显示，Coinbase第二季度净营收为20.33亿美元，与上年同期的1.78亿美元相比大幅增长；净利润为16.06亿美元，与上年同期的3200万美元相比增长49倍；归属于普通股股东的摊薄净利润为15.93亿美元，归属于普通股股东的每股摊薄净利润为6.42美元。\n\nCoinbase第二季度净营收和每股摊薄收益均超出华尔街分析师此前预期，从而推动其盘后股价上涨近2%。\n\n主要业绩：\n在截至6月30日的这一财季，Coinbase的净利润为16.06亿美元，与上年同期的3200万美元相比增长49倍；归属于普通股股东的摊薄净利润为15.93亿美元，归属于普通股股东的每股摊薄净利润为6.42美元，这一业绩超出分析师预期。据雅虎财经频道提供的数据显示，13名分析师此前平均预期Coinbase第二季度每股摊薄收益将达2.24美元。\nCoinbase第二季度净营收为20.33亿美元，与上年同期的1.78亿美元相比大幅增长，也超出分析师预期。据雅虎财经频道提供的数据显示，15名分析师此前平均预期Coinbase第二季度营收将达17.7亿美元。\n按业务部门划分：（1）Coinbase第二季度总交易营收为19.304亿美元，相比之下上年同期为1.719亿美元。其中，来自于散户投资者的净交易营收为18.280亿美元，相比之下上年同期为1.638亿美元；来自于机构投资者的交易营收为1.024亿美元，相比之下上年同期为800万美元。（2）Coinbase第二季度总订阅和服务营收为1.026亿美元，相比之下上年同期为650万美元。其中，托管费营收为3170万美元，相比之下上年同期为310万美元；权益质押营收为3900万美元，相比之下上年同期为270万美元；赢利活动营收为1690万美元，相比之下上年同期为10万美元；利息收入为650万美元，相比之下上年同期为20万美元；其他订阅和服务营收为850万美元，相比之下上年同期为40万美元。\nCoinbase第二季度总运营支出为13.532亿美元，在净营收中所占比例为67%，相比之下上年同期为1.443亿美元，在净营收中所占比例为81%。其中，Coinbase第二季度交易支出为3.354亿美元，在净营收中所占比例为16%，相比之下上年同期为2340万美元，在净营收中所占比例为13%；技术和开发支出为2.915亿美元，在净营收中所占比例为14%，相比之下上年同期为6080万美元，在净营收中所占比例为34%；销售和营销支出为1.957亿美元，在净营收中所占比例为10%，相比之下上年同期为1140万美元，在净营收中所占比例为6%；总务和行政支出为2.482亿美元，在净营收中所占比例为12%，相比之下上年同期为5200万美元，在净营收中所占比例为29%；其他运营支出为2.824亿美元，在净营收中所占比例为14%，相比之下上年同期为-330万美元，在净营收中所占比例为-2%。\nCoinbase第二季度调整后EBITDA（即未计入利息、税项、折旧及摊销的净利润）为11.50亿美元，相比之下上年同期为6100万美元。\n在第二季度中，Coinbase的团队继续大规模扩大，净新增雇员人数超过450万人。截至第二季度末，Coinbase的全职员工总数为2176人。\n截至第二季度末，Coinbase持有的现金和现金等价物约为44亿美元，其中包括与该公司在2021年5月份发行的可转换高级债券相关的14亿美元净收益。\n　运营指标：\nCoinbase第二季度的已认证用户人数为5600万人。目前已有9000多家机构客户正在继续深化和扩大其在加密经济领域中的活动，还有超过16万个生态系统合作伙伴正在使用Coinbase的加密工具和服务与它们自己的客户进行互动。\nCoinbase第二季度的月度交易用户人数为880万人，相比之下上年同期为150万人，与2021年第一季度相比增长了44%。\nCoinbase第二季度交易量为4620亿美元，相比之下上年同期为280亿美元。其中，散户投资者的交易量为1450亿美元，相比之下上年同期为110亿美元；机构投资者的交易量为3170亿美元，相比之下上年同期为170亿美元。从各种加密资产的交易量来看，Coinbase第二季度的比特币交易量在总交易量中所占比例为24%，相比之下上年同期为57%；以太币交易量在总交易量中所占比例为26%，相比之下上年同期为15%；其他加密资产的交易量在总交易量中所占比例为50%，相比之下上年同期为28%。\nCoinbase第二季度平台上资产总额为1800亿美元，相比之下上年同期为280亿美元。其中，散户投资者的平台上资产为880亿美元，相比之下上年同期为150亿美元；机构投资者的平台上资产为920亿美元，相比之下上年同期为110亿美元。从各种加密资产的平台上资产来看，Coinbase第二季度的比特币平台上资产在总平台上资产中所占比例为47%，相比之下上年同期为64%；以太币平台上资产在总平台上资产中所占比例为24%，相比之下上年同期为12%；其他加密资产的平台上资产在总平台上资产中所占比例为25%，相比之下上年同期为18%。\n　业绩展望：\nCoinbase表示，7月份散户投资者的月度交易用户人数和总交易量分别为630万人和570亿美元，原因是加密资产价格和加密资产波动性相对于第二季度的水平而言大幅下降。8月份到目前为止，散户投资者的月度交易用户人数和总交易量与7月份的水平相比略有改善，但仍低于今年早些时候的水平。其结果是，该公司认为第三季度散户投资者的月度交易用户人数和总交易量将低于第二季度的水平。\nCoinbase对2021财年月度交易用户人数平均值的三种假设情境作出了更新，目前预计：（1）在较高的假设情境之下，月度交易用户人数的平均值预计将达800万人（相比之下2021财年第一季度时的预期为900万人）；（2）在居中的假设情境之下，月度交易用户人数的平均值预计将达700万人（与2021财年第一季度时的预期相比保持不变）；（3）在较低的假设情境之下，月度交易用户人数的平均值预计将达550万人（与2021财年第一季度时的预期相比保持不变）。","news_type":1,"symbols_score_info":{"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898346939,"gmtCreate":1628475305521,"gmtModify":1631892870047,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585478577831133","idStr":"3585478577831133"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898346939","repostId":"1124271478","repostType":4,"repost":{"id":"1124271478","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628474745,"share":"https://ttm.financial/m/news/1124271478?lang=&edition=full","pubTime":"2021-08-09 10:05","market":"hk","language":"zh","title":"港股内房股走强，绿城中国、万科企业涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1124271478","media":"老虎资讯综合","summary":"8月9日，港股内房股走强，绿城中国、万科企业涨超5%，新城发展涨4.7%，融创中国、碧桂园、中国恒大涨超3%。\n摩根士丹利此前发布研报称，预计上半年内房收入将平均升15.1%，中期每股派息将有稳定增长","content":"<p>8月9日，港股内房股走强，<a href=\"https://laohu8.com/S/03900\">绿城中国</a>、<a href=\"https://laohu8.com/S/02202\">万科企业</a>涨超5%，<a href=\"https://laohu8.com/S/01030\">新城发展</a>涨4.7%，<a href=\"https://laohu8.com/S/01918\">融创中国</a>、<a href=\"https://laohu8.com/S/02007\">碧桂园</a>、<a href=\"https://laohu8.com/S/03333\">中国恒大</a>涨超3%。</p>\n<p>摩根士丹利此前发布研报称，预计上半年内房收入将平均升15.1%，中期每股派息将有稳定增长或派息比率稳定。该行估计所覆盖的内房核心盈利增长将出现分化，部分房企会表现较弱，核心盈利及毛利率或下跌。 该行认为，行业估值已在底部，展望下半年要留意土地市场有没有冷却以及流动性是否有改善，相信具盈利可见性的有质素内房股将跑赢行业。</p>\n<p><img src=\"https://static.tigerbbs.com/9aadf0646ba2195812b26cd544fd6057\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>港股内房股走强，绿城中国、万科企业涨超5%</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; 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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港股内房股走强，绿城中国、万科企业涨超5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-09 10:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月9日，港股内房股走强，<a href=\"https://laohu8.com/S/03900\">绿城中国</a>、<a href=\"https://laohu8.com/S/02202\">万科企业</a>涨超5%，<a href=\"https://laohu8.com/S/01030\">新城发展</a>涨4.7%，<a href=\"https://laohu8.com/S/01918\">融创中国</a>、<a href=\"https://laohu8.com/S/02007\">碧桂园</a>、<a href=\"https://laohu8.com/S/03333\">中国恒大</a>涨超3%。</p>\n<p>摩根士丹利此前发布研报称，预计上半年内房收入将平均升15.1%，中期每股派息将有稳定增长或派息比率稳定。该行估计所覆盖的内房核心盈利增长将出现分化，部分房企会表现较弱，核心盈利及毛利率或下跌。 该行认为，行业估值已在底部，展望下半年要留意土地市场有没有冷却以及流动性是否有改善，相信具盈利可见性的有质素内房股将跑赢行业。</p>\n<p><img src=\"https://static.tigerbbs.com/9aadf0646ba2195812b26cd544fd6057\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7aa2149ef8a80f77e2806ac3e2644925","relate_stocks":{"03900":"绿城中国","02202":"万科企业","03333":"中国恒大","02007":"碧桂园"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124271478","content_text":"8月9日，港股内房股走强，绿城中国、万科企业涨超5%，新城发展涨4.7%，融创中国、碧桂园、中国恒大涨超3%。\n摩根士丹利此前发布研报称，预计上半年内房收入将平均升15.1%，中期每股派息将有稳定增长或派息比率稳定。该行估计所覆盖的内房核心盈利增长将出现分化，部分房企会表现较弱，核心盈利及毛利率或下跌。 该行认为，行业估值已在底部，展望下半年要留意土地市场有没有冷却以及流动性是否有改善，相信具盈利可见性的有质素内房股将跑赢行业。","news_type":1,"symbols_score_info":{"02007":0.9,"02202":0.9,"03333":0.9,"03900":0.9}},"isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":893411960,"gmtCreate":1628295057450,"gmtModify":1631892870053,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585478577831133","idStr":"3585478577831133"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893411960","repostId":"1109654183","repostType":4,"repost":{"id":"1109654183","kind":"news","pubTimestamp":1628258568,"share":"https://ttm.financial/m/news/1109654183?lang=&edition=full","pubTime":"2021-08-06 22:02","market":"us","language":"zh","title":"阿里这份财报，其实很有含金量","url":"https://stock-news.laohu8.com/highlight/detail?id=1109654183","media":"雷锋网","summary":"阿里的“低迷”和“失速”，其实并不成立。当前的增速于它而言，已经是大象起舞了。","content":"<p>作者 | 胡喆</p>\n<p>阿里的“低迷”和“失速”，其实并不成立。当前的增速于它而言，已经是大象起舞了。</p>\n<p>阿里发财报了，这是互联网行业最近经历风波后的第一份财报。尽管财报的不少指标看起来算不上漂亮，但阿里的财报本身，无疑是观察行业发展最好的窗口之一。</p>\n<p><b>怎么算账</b></p>\n<p>8月3日，阿里巴巴拿出的是一份利润缩水的财报，在实现营业收入2057.4亿元，同比增长33.8%的同时，其净利润为428.35亿元，同比下滑7.76%。</p>\n<p>当然也有人算过一笔账，如果从2057.40亿元的总营收中剔除高鑫零售相关部分，那么1873.06亿元的营收与2019年同期相比，年复合增长率也有约27.66%，而二位数增长对于阿里这个体量的企业来说，并不是一份很糟糕的成绩单。</p>\n<p>本季度，阿里董事会还授权将股份回购计划总额从100亿美元增至 150亿美元，以约36.80亿美元回购了约1810万股美国存托股（约合1.445 亿股普通股），这是阿里史上力度最大的回购。</p>\n<p>甚至有人总结说，这是目前为止中国企业史上力度最大的回购。</p>\n<p>不管是反映管理层的信心也好，还是为了救市也罢，这次回购都是要拿出真金白银的，而从效果看来，这笔钱没有白花。</p>\n<p>阿里财报难读，难处在于阿里业务复杂，没有什么参照系。</p>\n<p>拼多多、美团这些企业，都可能在某个单点指标上超过阿里，但是因为在综合性上相差悬殊，所以可比性并不是很强，最多是在单一赛道里可以比一比。</p>\n<p>如果非要比，只能把阿里和腾讯比。虽然腾讯还没有公布这季度的财报，但腾讯从2019年q1到2021年q1的年复合增长率的平均数是25.82%，和我们前面算过的阿里的27.66%相当接近，所以总体来说，说阿里“全面低迷”、“失速”之类的，是并不成立的，这个增速对于阿里而言，已经是“大象起舞”了。</p>\n<p><img src=\"https://static.tigerbbs.com/b65fc9253ff1832672bfe44b6f45848b\" tg-width=\"550\" tg-height=\"486\" referrerpolicy=\"no-referrer\"></p>\n<p>总体来说，多点发力已经取得了不错的成绩，从阿里的总盘子来看，由淘系、新零售、菜鸟、本地生活、跨境批发和零售等共同构成的“核心商业”收入占比87%，云计算、DME等也有所贡献，商业仍然是阿里的基本盘，基本盘但多引擎发展的布局，已经初见成效。</p>\n<p><b>用户增长</b></p>\n<p>随着中国电商产业的发展成熟，活跃消费者的规模增长必然放缓。但阿里仍然交出了一张不错的答卷——截至2021年6月底，阿里巴巴生态全球年度活跃消费者达到11.8亿，较上一季度增加4500万。</p>\n<p>这11.8亿消费者里中，有9.12亿来自中国市场，既包括中国零售平台的线上消费者，也包括生活服务、数字媒体和娱乐等平台上购买商品和服务的消费者。而 Lazada、速卖通、Trendyol及Daraz服务了2.65 亿海外消费者。</p>\n<p><img src=\"https://static.tigerbbs.com/884ac37ec9766390481e7cac1c541672\" tg-width=\"351\" tg-height=\"630\" referrerpolicy=\"no-referrer\"></p>\n<p>面对拼多多的咄咄逼人，阿里祭出了淘特针锋相对。此前很多人不看好淘特，认为淘宝无法复制拼多多的低价基因，而如果复制了则意味着淘特无利可图。但事实证明，淘特的供给逻辑确实有别于拼多多，起劲儿和后劲儿更猛。淘特的年度活跃消费者增长至超过1.9亿，单从规模来说已达到拼多多的23%。考虑到淘特成立才一年多，这个起势的速度不可谓不快。</p>\n<p>而在用户增长速度上说，淘特单季度新增的活跃消费者达到4000万，已经超过拼多多的3540万，这是淘宝在单一赛道增速上首次压制狂飙突进的拼多多。</p>\n<p>2019年，阿里急需一款能打的产品在下沉市场打开局面，淘特果断抓住了这个机会。淘特和1688同属于B系事业群，阿里最大限度地发挥了它整合B端和C端业务的能力，让“工厂直供”的模式在满足下沉市场消费需求的同时，能够保障质量和用户体验。2019年，淘特业务增长迅猛，年活跃买家数到当年底就上涨到1亿，最新数据则是超过1.9亿，两年两次200%的成长。</p>\n<p>另一个大家关注较少的其实是闲鱼业务，这其实也是一个亿级模块。闲鱼主打二手消费，提供各种闲置、回收、翻新、租赁和复古产品。根据财报披露的数据，今年二季度末，闲鱼的移动月活用户也超过了1亿，成为阿里电商非常活跃的一个新兴板块。</p>\n<p>闲鱼的历史可以追溯到2013年下半年，</p>\n<p>产品原型方案叫作“趣换”。然而在产品模型推演完成后，并没有考虑好这个产品模型应该承载什么业务。逍遥子提出，阿里的电商业务太多了，“趣换”可以试试社区模式。</p>\n<p>于是经过3个月，团队终于做出了一个简陋的二手交易平台，取名为“闲鱼”，2014年6月，闲鱼正式上线运行。</p>\n<p>2016年3月，《闲鱼社区公约》出台，作为买卖双方的行为规范。接着，闲鱼小法庭成立，由高信用的用户担任评审员，每天处理上千起纠纷。这些都是处理论坛纠纷的手段。8月，闲鱼推出了“闲鱼号”，除了需要实名认证，闲鱼号还以个人主页的形式呈现，用户之间可以相互关注，类似贴吧的个人主页……可以说把社区玩到了极致。</p>\n<p>另外值得一提的还有闲鱼与淘宝的互动。此前淘宝直播可以同步到闲鱼直播，每一场直播可以同时获得在微博、淘宝、闲鱼 3 个平台的流量。淘宝、天猫将在业务中引入闲置资源循环利用的场景，闲鱼全面为淘宝、天猫用户提供以旧换新服务；支付宝和芝麻信用将为闲鱼提供更深入的信用和支付金融服务，闲鱼将开发支付宝小程序，为支付宝用户提供闲置资源循环服务，并在租房租赁领域展开业务整合。</p>\n<p><img src=\"https://static.tigerbbs.com/67dea968778659cfc8a57a0eabf82c76\" tg-width=\"550\" tg-height=\"275\" referrerpolicy=\"no-referrer\"></p>\n<p>阿里用内部资源孵化的项目不计其数，但闲鱼抓住了每次被浇灌的机会，更重要的是，在左林右狸频道看来，闲鱼是真正尊重社区逻辑而发展起来的业务，而不是名为社区实为电商的伪社区，这和逍遥子的初衷吻合，而如果给闲鱼过早背上电商KPI，可能闲鱼已经挂掉了。</p>\n<p>现在，闲鱼是一个年轻人集聚的平台，95后用户占比超过35%。拥有“年轻人”和“二手交易”两张王牌，闲鱼又入局潮流市场。前不久，闲鱼上线“闲鱼潮社”板块，除整合二手潮品售卖信息之外，还提供了潮鞋回收、专业鉴定、洗护保养等服务，以规范二手交易。此外，闲鱼还启动了“潮有引力”计划，邀请潮流行业相关人士、买手、爱好者入驻。这些动作都提高了阿里电商的用户黏性，强化了阿里对于年轻用户的吸引力。甚至有人说，对于年轻人来说，闲鱼就是下一个B站，那些B站Up主晒出的生活方式，很多都和在闲鱼上淘来的东西有关。</p>\n<p>除了淘特和闲鱼是两个突出亮点外，值得期待的是阿里和腾讯体系的互相开放，有人或许理解为这是监管倒逼的结果。但从事实上看，两大体系的核心业务，也就是腾讯的社交和阿里的电商，都已做到极致，都已经把自己业务能服务的地方的用户吸引充分了，在这种情况下的开放虽然肯定有很多彼此提防的地方，但毕竟意味着中国两大十亿级用户体系的互联网经济体之间的破冰，实在是值得期待。</p>\n<p><b>承压</b></p>\n<p>某种意义上来说，淘特业务和闲鱼业务都属于阿里的防守型业务，前者是为了防御拼多多在下沉市场的犀利进攻，避免这个有大量增量空间的业务被拼多多完全占据，后者是挖掘阿里的流量潜力并保持对年轻人的黏性，等于为未来储备增量。</p>\n<p>而截然不同的，本地生活和社区团购两个战场，是阿里要打出去的进攻型业务。</p>\n<p>本地生活服务方面，阿里本季度收入同比增长23%至87.57亿元，饿了么在本季度内，订单量同比增长超过50%。</p>\n<p>但是，尽管保持了50%的增幅，饿了么与美团的差距还是依然存在。。以上个财季的数据来看，美团总营收达370亿元，其中餐饮外卖营收为205.8亿元，相当于2-3个饿了么的体量，而且，除疫情影响的季度外，美团外卖的同比增幅都超过35%，由于其基数大，所以实际增量也远大于饿了么。</p>\n<p>因此，今年7月初，阿里巴巴宣布组织架构升级，将基于地理位置服务的三大业务，即高德、本地生活和飞猪，组成生活服务板块，被外界认为是阿里对抗美团的主战场。</p>\n<p>阿里在本地生活方面的问题，我们已经总结许多。我们的结论是，核心问题不是阿里没有足够的资源，对于这样的业务，升级为生活服务板块重装出击，足见阿里的决心。</p>\n<p>而社区电商虽然对于阿里是一个补充，但社区电商模式的高下沉能力和与高成本、高举高打的盒马的相互补充，才是阿里在整个泛生鲜市场的完整布局，所以社区电商业务，阿里虽然动得不算早，但战略优先级不低。</p>\n<p>今年3月1日，阿里巴巴正式成立MMC事业群，内部人士戏称其为“买买菜”，主要聚焦社区电商业务，整合了零售通的社区团购业务和盒马集市业务，再由整个MBC板块统筹B类事业群和盒马事业群，同时还兼顾阿里集团涉农业务。这与社区电商的本质中有一大部分是农产品上行，而拼多多的核心优势就是农产品上行，都不无关系。所以mmc和拼多多还有一个农业战场，拼多多有一定的优势，MMC如何破局尚待观察。</p>\n<p>话说阿里这样的企业，最大的特点就是底蕴深，虽然近年来在不少赛道，如文娱、本地生活都铩羽而归，但依然能腾出手来开拓新赛道，还依然能在上述战线排兵布阵，摆出俞永福、戴珊乃至杨磊这样的后备干部，的确说明了“old money”的底蕴，只要阿里还有一颗追求增长的心，人才绝非问题。</p>\n<p><b>结尾</b></p>\n<p>也许有人问为何不谈阿里云业务，毕竟这块toB业务是阿里最大、最新的成就之一，尽管因为失去了字节在海外的云业务出现一些起伏，但阿里在全球云计算市场的份额还是非常稳，而且云钉一体后，阿里在SaaS市场也将有大有作为，阿里云上市只是时间问题，但当下绝不是个最好的时间窗口。</p>\n<p>本次财报中，阿里跨境零售Q1的收入为108亿元，同比增长54%，在此驱动之下，菜鸟物流服务表现也亮眼，收入116亿元，同比增长超过50%，成为财报里一个很重要的看点。</p>\n<p>雷锋网认为，阿里云和菜鸟恰好是阿里基础能力建设一虚一实两个世界的镜像，而两者已经具备了横跨虚实世界成为阿里整个生态底层的能力，除了云计算的无远弗届外，菜鸟网络的跨境物流合作伙伴数量有89家，物流覆盖能力可达至全球224个国家/地区，菜鸟物流的便捷又可反哺境外电商Lazada、速卖通、还有天猫的国际销售，销售和物流相辅相成。这些业务都增加了阿里的整体竞争力。而不管具体赛道的强或弱，阿里在基础建设端的宽度和厚度，以及整体战略的领先性都是一流的，只要它还有一颗当冠军的心，那它就不会轻易倒下。</p>\n<p>在7月张勇致股东的信里，明确提出了阿里在下一阶段的愿景，做一家消费互联网和产业互联网结合得更好的公司。从这一季的财报来看，阿里的业务在坚定地执行这一战略，阿里选择的赛道，其实和互联网服务实体经济的大方向是高度契合的，这样的格局感和执行力，意味着阿里能够不为短期因素干扰，持续追求长期价值。这样的公司，对于投资者来说，无疑还是一家好公司。</p>","source":"lfw","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 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿里这份财报，其实很有含金量\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-06 22:02 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/54GX2DrRpSwLHDALOzz_2Q><strong>雷锋网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 | 胡喆\n阿里的“低迷”和“失速”，其实并不成立。当前的增速于它而言，已经是大象起舞了。\n阿里发财报了，这是互联网行业最近经历风波后的第一份财报。尽管财报的不少指标看起来算不上漂亮，但阿里的财报本身，无疑是观察行业发展最好的窗口之一。\n怎么算账\n8月3日，阿里巴巴拿出的是一份利润缩水的财报，在实现营业收入2057.4亿元，同比增长33.8%的同时，其净利润为428.35亿元，同比下滑...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/54GX2DrRpSwLHDALOzz_2Q\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/182898948da406d6e28326b4262d6694","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://mp.weixin.qq.com/s/54GX2DrRpSwLHDALOzz_2Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109654183","content_text":"作者 | 胡喆\n阿里的“低迷”和“失速”，其实并不成立。当前的增速于它而言，已经是大象起舞了。\n阿里发财报了，这是互联网行业最近经历风波后的第一份财报。尽管财报的不少指标看起来算不上漂亮，但阿里的财报本身，无疑是观察行业发展最好的窗口之一。\n怎么算账\n8月3日，阿里巴巴拿出的是一份利润缩水的财报，在实现营业收入2057.4亿元，同比增长33.8%的同时，其净利润为428.35亿元，同比下滑7.76%。\n当然也有人算过一笔账，如果从2057.40亿元的总营收中剔除高鑫零售相关部分，那么1873.06亿元的营收与2019年同期相比，年复合增长率也有约27.66%，而二位数增长对于阿里这个体量的企业来说，并不是一份很糟糕的成绩单。\n本季度，阿里董事会还授权将股份回购计划总额从100亿美元增至 150亿美元，以约36.80亿美元回购了约1810万股美国存托股（约合1.445 亿股普通股），这是阿里史上力度最大的回购。\n甚至有人总结说，这是目前为止中国企业史上力度最大的回购。\n不管是反映管理层的信心也好，还是为了救市也罢，这次回购都是要拿出真金白银的，而从效果看来，这笔钱没有白花。\n阿里财报难读，难处在于阿里业务复杂，没有什么参照系。\n拼多多、美团这些企业，都可能在某个单点指标上超过阿里，但是因为在综合性上相差悬殊，所以可比性并不是很强，最多是在单一赛道里可以比一比。\n如果非要比，只能把阿里和腾讯比。虽然腾讯还没有公布这季度的财报，但腾讯从2019年q1到2021年q1的年复合增长率的平均数是25.82%，和我们前面算过的阿里的27.66%相当接近，所以总体来说，说阿里“全面低迷”、“失速”之类的，是并不成立的，这个增速对于阿里而言，已经是“大象起舞”了。\n\n总体来说，多点发力已经取得了不错的成绩，从阿里的总盘子来看，由淘系、新零售、菜鸟、本地生活、跨境批发和零售等共同构成的“核心商业”收入占比87%，云计算、DME等也有所贡献，商业仍然是阿里的基本盘，基本盘但多引擎发展的布局，已经初见成效。\n用户增长\n随着中国电商产业的发展成熟，活跃消费者的规模增长必然放缓。但阿里仍然交出了一张不错的答卷——截至2021年6月底，阿里巴巴生态全球年度活跃消费者达到11.8亿，较上一季度增加4500万。\n这11.8亿消费者里中，有9.12亿来自中国市场，既包括中国零售平台的线上消费者，也包括生活服务、数字媒体和娱乐等平台上购买商品和服务的消费者。而 Lazada、速卖通、Trendyol及Daraz服务了2.65 亿海外消费者。\n\n面对拼多多的咄咄逼人，阿里祭出了淘特针锋相对。此前很多人不看好淘特，认为淘宝无法复制拼多多的低价基因，而如果复制了则意味着淘特无利可图。但事实证明，淘特的供给逻辑确实有别于拼多多，起劲儿和后劲儿更猛。淘特的年度活跃消费者增长至超过1.9亿，单从规模来说已达到拼多多的23%。考虑到淘特成立才一年多，这个起势的速度不可谓不快。\n而在用户增长速度上说，淘特单季度新增的活跃消费者达到4000万，已经超过拼多多的3540万，这是淘宝在单一赛道增速上首次压制狂飙突进的拼多多。\n2019年，阿里急需一款能打的产品在下沉市场打开局面，淘特果断抓住了这个机会。淘特和1688同属于B系事业群，阿里最大限度地发挥了它整合B端和C端业务的能力，让“工厂直供”的模式在满足下沉市场消费需求的同时，能够保障质量和用户体验。2019年，淘特业务增长迅猛，年活跃买家数到当年底就上涨到1亿，最新数据则是超过1.9亿，两年两次200%的成长。\n另一个大家关注较少的其实是闲鱼业务，这其实也是一个亿级模块。闲鱼主打二手消费，提供各种闲置、回收、翻新、租赁和复古产品。根据财报披露的数据，今年二季度末，闲鱼的移动月活用户也超过了1亿，成为阿里电商非常活跃的一个新兴板块。\n闲鱼的历史可以追溯到2013年下半年，\n产品原型方案叫作“趣换”。然而在产品模型推演完成后，并没有考虑好这个产品模型应该承载什么业务。逍遥子提出，阿里的电商业务太多了，“趣换”可以试试社区模式。\n于是经过3个月，团队终于做出了一个简陋的二手交易平台，取名为“闲鱼”，2014年6月，闲鱼正式上线运行。\n2016年3月，《闲鱼社区公约》出台，作为买卖双方的行为规范。接着，闲鱼小法庭成立，由高信用的用户担任评审员，每天处理上千起纠纷。这些都是处理论坛纠纷的手段。8月，闲鱼推出了“闲鱼号”，除了需要实名认证，闲鱼号还以个人主页的形式呈现，用户之间可以相互关注，类似贴吧的个人主页……可以说把社区玩到了极致。\n另外值得一提的还有闲鱼与淘宝的互动。此前淘宝直播可以同步到闲鱼直播，每一场直播可以同时获得在微博、淘宝、闲鱼 3 个平台的流量。淘宝、天猫将在业务中引入闲置资源循环利用的场景，闲鱼全面为淘宝、天猫用户提供以旧换新服务；支付宝和芝麻信用将为闲鱼提供更深入的信用和支付金融服务，闲鱼将开发支付宝小程序，为支付宝用户提供闲置资源循环服务，并在租房租赁领域展开业务整合。\n\n阿里用内部资源孵化的项目不计其数，但闲鱼抓住了每次被浇灌的机会，更重要的是，在左林右狸频道看来，闲鱼是真正尊重社区逻辑而发展起来的业务，而不是名为社区实为电商的伪社区，这和逍遥子的初衷吻合，而如果给闲鱼过早背上电商KPI，可能闲鱼已经挂掉了。\n现在，闲鱼是一个年轻人集聚的平台，95后用户占比超过35%。拥有“年轻人”和“二手交易”两张王牌，闲鱼又入局潮流市场。前不久，闲鱼上线“闲鱼潮社”板块，除整合二手潮品售卖信息之外，还提供了潮鞋回收、专业鉴定、洗护保养等服务，以规范二手交易。此外，闲鱼还启动了“潮有引力”计划，邀请潮流行业相关人士、买手、爱好者入驻。这些动作都提高了阿里电商的用户黏性，强化了阿里对于年轻用户的吸引力。甚至有人说，对于年轻人来说，闲鱼就是下一个B站，那些B站Up主晒出的生活方式，很多都和在闲鱼上淘来的东西有关。\n除了淘特和闲鱼是两个突出亮点外，值得期待的是阿里和腾讯体系的互相开放，有人或许理解为这是监管倒逼的结果。但从事实上看，两大体系的核心业务，也就是腾讯的社交和阿里的电商，都已做到极致，都已经把自己业务能服务的地方的用户吸引充分了，在这种情况下的开放虽然肯定有很多彼此提防的地方，但毕竟意味着中国两大十亿级用户体系的互联网经济体之间的破冰，实在是值得期待。\n承压\n某种意义上来说，淘特业务和闲鱼业务都属于阿里的防守型业务，前者是为了防御拼多多在下沉市场的犀利进攻，避免这个有大量增量空间的业务被拼多多完全占据，后者是挖掘阿里的流量潜力并保持对年轻人的黏性，等于为未来储备增量。\n而截然不同的，本地生活和社区团购两个战场，是阿里要打出去的进攻型业务。\n本地生活服务方面，阿里本季度收入同比增长23%至87.57亿元，饿了么在本季度内，订单量同比增长超过50%。\n但是，尽管保持了50%的增幅，饿了么与美团的差距还是依然存在。。以上个财季的数据来看，美团总营收达370亿元，其中餐饮外卖营收为205.8亿元，相当于2-3个饿了么的体量，而且，除疫情影响的季度外，美团外卖的同比增幅都超过35%，由于其基数大，所以实际增量也远大于饿了么。\n因此，今年7月初，阿里巴巴宣布组织架构升级，将基于地理位置服务的三大业务，即高德、本地生活和飞猪，组成生活服务板块，被外界认为是阿里对抗美团的主战场。\n阿里在本地生活方面的问题，我们已经总结许多。我们的结论是，核心问题不是阿里没有足够的资源，对于这样的业务，升级为生活服务板块重装出击，足见阿里的决心。\n而社区电商虽然对于阿里是一个补充，但社区电商模式的高下沉能力和与高成本、高举高打的盒马的相互补充，才是阿里在整个泛生鲜市场的完整布局，所以社区电商业务，阿里虽然动得不算早，但战略优先级不低。\n今年3月1日，阿里巴巴正式成立MMC事业群，内部人士戏称其为“买买菜”，主要聚焦社区电商业务，整合了零售通的社区团购业务和盒马集市业务，再由整个MBC板块统筹B类事业群和盒马事业群，同时还兼顾阿里集团涉农业务。这与社区电商的本质中有一大部分是农产品上行，而拼多多的核心优势就是农产品上行，都不无关系。所以mmc和拼多多还有一个农业战场，拼多多有一定的优势，MMC如何破局尚待观察。\n话说阿里这样的企业，最大的特点就是底蕴深，虽然近年来在不少赛道，如文娱、本地生活都铩羽而归，但依然能腾出手来开拓新赛道，还依然能在上述战线排兵布阵，摆出俞永福、戴珊乃至杨磊这样的后备干部，的确说明了“old money”的底蕴，只要阿里还有一颗追求增长的心，人才绝非问题。\n结尾\n也许有人问为何不谈阿里云业务，毕竟这块toB业务是阿里最大、最新的成就之一，尽管因为失去了字节在海外的云业务出现一些起伏，但阿里在全球云计算市场的份额还是非常稳，而且云钉一体后，阿里在SaaS市场也将有大有作为，阿里云上市只是时间问题，但当下绝不是个最好的时间窗口。\n本次财报中，阿里跨境零售Q1的收入为108亿元，同比增长54%，在此驱动之下，菜鸟物流服务表现也亮眼，收入116亿元，同比增长超过50%，成为财报里一个很重要的看点。\n雷锋网认为，阿里云和菜鸟恰好是阿里基础能力建设一虚一实两个世界的镜像，而两者已经具备了横跨虚实世界成为阿里整个生态底层的能力，除了云计算的无远弗届外，菜鸟网络的跨境物流合作伙伴数量有89家，物流覆盖能力可达至全球224个国家/地区，菜鸟物流的便捷又可反哺境外电商Lazada、速卖通、还有天猫的国际销售，销售和物流相辅相成。这些业务都增加了阿里的整体竞争力。而不管具体赛道的强或弱，阿里在基础建设端的宽度和厚度，以及整体战略的领先性都是一流的，只要它还有一颗当冠军的心，那它就不会轻易倒下。\n在7月张勇致股东的信里，明确提出了阿里在下一阶段的愿景，做一家消费互联网和产业互联网结合得更好的公司。从这一季的财报来看，阿里的业务在坚定地执行这一战略，阿里选择的赛道，其实和互联网服务实体经济的大方向是高度契合的，这样的格局感和执行力，意味着阿里能够不为短期因素干扰，持续追求长期价值。这样的公司，对于投资者来说，无疑还是一家好公司。","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":893419097,"gmtCreate":1628294947119,"gmtModify":1631892870053,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585478577831133","idStr":"3585478577831133"},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/893419097","repostId":"1190418068","repostType":4,"repost":{"id":"1190418068","kind":"news","pubTimestamp":1628267438,"share":"https://ttm.financial/m/news/1190418068?lang=&edition=full","pubTime":"2021-08-07 00:30","market":"hk","language":"zh","title":"SOHO中国：黑石236亿港元收购案获市场监管总局审查","url":"https://stock-news.laohu8.com/highlight/detail?id=1190418068","media":"澎湃新闻","summary":"黑石集团以5港元/股的价格，总共收购SOHO中国约28.56亿股股份。","content":"<div>\n<p>记者 李晓青\nSOHO中国和黑石集团的一笔236亿港元的交易，获得了市场监管总局正式立案审查。\n8月6日晚间，SOHO中国有限公司及Two Cities Master Holdings II Limited（要约方）联合发布公告，SOHO中国与要约方联合刊发日期为2021年6月16日的公告，内容有关高盛（亚洲）有限责任公司代表要约方作出附先决条件自愿性有条件现金要约以收购SOHO中国全部已发行股份...</p>\n\n<a href=\"https://www.thepaper.cn/newsDetail_forward_13924329\">Web Link</a>\n\n</div>\n","source":"pengpai_highlight","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>SOHO中国：黑石236亿港元收购案获市场监管总局审查</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSOHO中国：黑石236亿港元收购案获市场监管总局审查\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-07 00:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.thepaper.cn/newsDetail_forward_13924329><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>记者 李晓青\nSOHO中国和黑石集团的一笔236亿港元的交易，获得了市场监管总局正式立案审查。\n8月6日晚间，SOHO中国有限公司及Two Cities Master Holdings II Limited（要约方）联合发布公告，SOHO中国与要约方联合刊发日期为2021年6月16日的公告，内容有关高盛（亚洲）有限责任公司代表要约方作出附先决条件自愿性有条件现金要约以收购SOHO中国全部已发行股份...</p>\n\n<a href=\"https://www.thepaper.cn/newsDetail_forward_13924329\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b062bbd85848c3ea66f8fca10f2c9937","relate_stocks":{"BX":"黑石","00410":"SOHO中国"},"source_url":"https://www.thepaper.cn/newsDetail_forward_13924329","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190418068","content_text":"记者 李晓青\nSOHO中国和黑石集团的一笔236亿港元的交易，获得了市场监管总局正式立案审查。\n8月6日晚间，SOHO中国有限公司及Two Cities Master Holdings II Limited（要约方）联合发布公告，SOHO中国与要约方联合刊发日期为2021年6月16日的公告，内容有关高盛（亚洲）有限责任公司代表要约方作出附先决条件自愿性有条件现金要约以收购SOHO中国全部已发行股份；及SOHO中国与要约方联合刊发日期为2021年7月6日的公告，内容有关延迟寄发综合文件。\nSOHO中国称，自联合公告发出后，要约方已向中国国家市场监管总局提交并购审查申报相关文件及材料。自延迟寄发公告发出后，要约方已提供进一步文件及材料，以回应监管机构关于补充额外信息的要求。\n2021年8月3日，要约方收到中国国家市场监管总局于2021年8月2日签发的通知，对要约方根据《中国反垄断法》提交的申报正式立案审查。尽管该申报已获正式立案，要约方及SOHO中国仍可能被要求提供进一步信息及材料供监管机构审查。截至目前，没有任何先决条件已获达成。\n在此前的6月16日，SOHO中国公告，高盛代表黑石集团以5港元/股的价格，总共收购SOHO中国约28.56亿股股份，交易价格约236.57亿港元。每股收购的价格较最后交易日的收盘价3.8港元/股溢价约31.6%。\n交易完成后，SOHO中国现有控股股东将保留9%的股权，SOHO中国将继续在香港证券交易所上市。\nSOHO中国在公告中表示，黑石集团计划维持SOHO中国现有的主营业务和管理层，并计划在适当的情况下利用公司的资源在中国进行扩张。要约完成后，黑石集团计划对公司进行详细的战略审查，以制定公司未来业务发展的业务计划和战略，并确定为优化和合理化公司的业务活动和资产组合而采取的适当或可取的措施。\nSOHO中国2020年的年报数据显示，公司实现营业收入约21.92亿元，同比增长约19%。其中，租金收入15.37亿元，同比下降16%，出售物业收入6.54亿元。税前利润约16亿元，同比下降约17%；毛利13.9亿元，同比减少7.9%；净利润5.43亿元，同比减少58.8%；净资产负债率约为43%，平均借贷成本约4.7%，总资产约707.04亿元，总负债约331.57亿元。\n截至今日收盘，SOHO中国报3.22港元/股，涨幅1.26%。","news_type":1,"symbols_score_info":{"00410":0.9,"BX":0.9}},"isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":802288822,"gmtCreate":1627782818366,"gmtModify":1631892870069,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"[笑哭]&nbsp;","listText":"[笑哭]&nbsp;","text":"[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/802288822","repostId":"2155572168","repostType":4,"isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":187905614,"gmtCreate":1623733142138,"gmtModify":1634029382925,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/187905614","repostId":"1109511555","repostType":4,"repost":{"id":"1109511555","kind":"news","pubTimestamp":1623727571,"share":"https://ttm.financial/m/news/1109511555?lang=&edition=full","pubTime":"2021-06-15 11:26","market":"us","language":"en","title":"Apple Plans Faster Watch, Future Temperature and Glucose Sensors","url":"https://stock-news.laohu8.com/highlight/detail?id=1109511555","media":"Bloomberg","summary":"Updated screens and performance this year, new functions later. New entry-level and extreme sports models planned for 2022. A customer tries on an Apple watch at a store in Palo Alto, California. Photographer: Nina Riggio/Bloomberg. Apple Inc. is working on new Apple Watch models and health features, spanning display and speed upgrades, an extreme sports edition and body temperature and blood sugar sensors.The Cupertino, California-based tech giant is planning to refresh the line this year -- wi","content":"<ul>\n <li>Updated screens and performance this year, new functions later</li>\n <li>New entry-level and extreme sports models planned for 2022</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e86dd58655f96500dda750d2b1350121\" tg-width=\"2000\" tg-height=\"1333\"><span>A customer tries on an Apple watch at a store in Palo Alto, California. Photographer: Nina Riggio/Bloomberg</span></p>\n<p>Apple Inc.&nbsp;is working on new Apple Watch models and health features, spanning display and speed upgrades, an extreme sports edition and body temperature and blood sugar sensors.</p>\n<p>The Cupertino, California-based tech giant is planning to refresh the line this year -- with a model likely dubbed the Apple Watch Series 7 -- by adding a faster processor, improved wireless connectivity and an updated screen, according to people with knowledge of the plans. Next year the company plans to update the main Apple Watch alongside a successor for the lower-end Apple Watch SE and a new version targeting extreme sports athletes.</p>\n<p>Apple had previously aimed to put a body temperature sensor in this year’s model, but that is now more likely to be included in the 2022 update. The blood-sugar sensor, which would help diabetics monitor their glucose levels, is unlikely to be ready for commercial launch for several more years.</p>\n<p>For this year’s model, Apple has tested thinner display borders and a new lamination technique that brings the display closer to the front cover. The new Watch is likely to be slightly thicker overall, but not in a way that’s noticeable to the user.</p>\n<p>The model will include updated ultra-wideband functionality, the same underlying technology in the Apple AirTag item finder. At its developer conference in early June, Apple previewed the upcoming watchOS 8 software update that will let the device unlock door and hotel rooms.</p>\n<p>The extreme sports model, described by some inside Apple as either an “explorer” or “adventure” edition, was in development for release as early as this year, but it is now more likely to launch in 2022. That new model would help Apple compete with rugged offerings from players like&nbsp;Garmin Ltd.&nbsp;and&nbsp;Casio Computer Co.</p>\n<p>An Apple spokeswoman declined to comment. The company’s plans remain fluid and could change, the people said.</p>\n<p>Luxshare Precision Industry Co.&nbsp;is the primary assembler for the main Apple Watch, while&nbsp;Hon Hai Precision Industry Co., or Foxconn, shares some of those orders in addition to splitting assembly of the Apple Watch SE with Taiwan’s&nbsp;Compal Electronics Inc.</p>\n<p>Measuring body temperature became an essential part of Covid-19 detection, prompting a&nbsp;surge&nbsp;in demand for gadgets such as the&nbsp;Withings Thermo. Some companies offer small digital thermometers that plug into a smartphone’s charging port. Adding the functionality into its watch would help Apple match other smartwatches and fitness bands, including products from&nbsp;Alphabet Inc.-owned&nbsp;Fitbit.</p>\n<p>Blood sugar monitoring has been long in the works at Apple and would be a feature thus far unrivaled by competitors. Apple and others currently rely on apps that let users input their glucose levels manually, while medical device companies like&nbsp;Dexcom Inc.&nbsp;offer blood sugar monitors that share data with the Apple Watch. Users typically need to prick their finger to draw blood for an accurate glucose test, but Apple is aiming for a non-invasive solution that can analyze blood through the skin.</p>\n<p>Since going on sale in 2015, the Apple Watch has grown into a key part of Apple’s product portfolio. Along with the iPhone and iPad, it fills out the company’s hardware ecosystem and helped Apple’s broader wearables, home and accessories category generate more than $30 billion last fiscal year.</p>","source":"lsy1584095487587","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>Apple Plans Faster Watch, Future Temperature and Glucose Sensors</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\">\nApple Plans Faster Watch, Future Temperature and Glucose Sensors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 11:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-14/apple-plans-faster-watch-future-temperature-and-glucose-sensors><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Updated screens and performance this year, new functions later\nNew entry-level and extreme sports models planned for 2022\n\nA customer tries on an Apple watch at a store in Palo Alto, California. ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-14/apple-plans-faster-watch-future-temperature-and-glucose-sensors\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.bloomberg.com/news/articles/2021-06-14/apple-plans-faster-watch-future-temperature-and-glucose-sensors","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109511555","content_text":"Updated screens and performance this year, new functions later\nNew entry-level and extreme sports models planned for 2022\n\nA customer tries on an Apple watch at a store in Palo Alto, California. Photographer: Nina Riggio/Bloomberg\nApple Inc. is working on new Apple Watch models and health features, spanning display and speed upgrades, an extreme sports edition and body temperature and blood sugar sensors.\nThe Cupertino, California-based tech giant is planning to refresh the line this year -- with a model likely dubbed the Apple Watch Series 7 -- by adding a faster processor, improved wireless connectivity and an updated screen, according to people with knowledge of the plans. Next year the company plans to update the main Apple Watch alongside a successor for the lower-end Apple Watch SE and a new version targeting extreme sports athletes.\nApple had previously aimed to put a body temperature sensor in this year’s model, but that is now more likely to be included in the 2022 update. The blood-sugar sensor, which would help diabetics monitor their glucose levels, is unlikely to be ready for commercial launch for several more years.\nFor this year’s model, Apple has tested thinner display borders and a new lamination technique that brings the display closer to the front cover. The new Watch is likely to be slightly thicker overall, but not in a way that’s noticeable to the user.\nThe model will include updated ultra-wideband functionality, the same underlying technology in the Apple AirTag item finder. At its developer conference in early June, Apple previewed the upcoming watchOS 8 software update that will let the device unlock door and hotel rooms.\nThe extreme sports model, described by some inside Apple as either an “explorer” or “adventure” edition, was in development for release as early as this year, but it is now more likely to launch in 2022. That new model would help Apple compete with rugged offerings from players like Garmin Ltd. and Casio Computer Co.\nAn Apple spokeswoman declined to comment. The company’s plans remain fluid and could change, the people said.\nLuxshare Precision Industry Co. is the primary assembler for the main Apple Watch, while Hon Hai Precision Industry Co., or Foxconn, shares some of those orders in addition to splitting assembly of the Apple Watch SE with Taiwan’s Compal Electronics Inc.\nMeasuring body temperature became an essential part of Covid-19 detection, prompting a surge in demand for gadgets such as the Withings Thermo. Some companies offer small digital thermometers that plug into a smartphone’s charging port. Adding the functionality into its watch would help Apple match other smartwatches and fitness bands, including products from Alphabet Inc.-owned Fitbit.\nBlood sugar monitoring has been long in the works at Apple and would be a feature thus far unrivaled by competitors. Apple and others currently rely on apps that let users input their glucose levels manually, while medical device companies like Dexcom Inc. offer blood sugar monitors that share data with the Apple Watch. Users typically need to prick their finger to draw blood for an accurate glucose test, but Apple is aiming for a non-invasive solution that can analyze blood through the skin.\nSince going on sale in 2015, the Apple Watch has grown into a key part of Apple’s product portfolio. Along with the iPhone and iPad, it fills out the company’s hardware ecosystem and helped Apple’s broader wearables, home and accessories category generate more than $30 billion last fiscal year.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808505708,"gmtCreate":1627600145804,"gmtModify":1631892870088,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/808505708","repostId":"1120419201","repostType":4,"repost":{"id":"1120419201","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627571750,"share":"https://ttm.financial/m/news/1120419201?lang=&edition=full","pubTime":"2021-07-29 23:15","market":"other","language":"zh","title":"AMD股价续创历史新高，绩后两日涨幅累计超13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1120419201","media":"老虎资讯综合","summary":"7月29日，AMD涨超5%，报103美元，股价续创历史新高，绩后两日涨幅累计超13%，第二季度营收38.5亿美元，净利润7亿美元，同比大涨352%。\n\n有分析师认为AMD处在50多年来最有利的发展阶段","content":"<p>7月29日，<a href=\"https://laohu8.com/S/AMD\">AMD</a>涨超5%，报103美元，股价续创历史新高，绩后两日涨幅累计超13%，第二季度营收38.5亿美元，净利润7亿美元，同比大涨352%。</p>\n<p><img src=\"https://static.tigerbbs.com/c3de6e465956397583ab4c5c2612bfa3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>有分析师认为AMD处在50多年来最有利的发展阶段，特别是AMD公布超预期Q2财报后。尽管该公司与芯片行业领头羊<a href=\"https://laohu8.com/S/INTC\">英特尔</a>在具体营业额的数字上有巨大的差异，但从成长性的角度看，AMD极有可能取代英特尔在行业中引领者的地位。</p>\n<p><b>AMD VS 英特尔，谁能实现高增长?</b></p>\n<p>美东时间7月27日美股盘后，美国超微公司(AMD.US)公布了超预期的第二季度财报。财报显示，AMD在Q2营收同比翻番，净利润更是同比猛增了352%。此外，AMD预计Q3营收将同比增长近50%，并将2021年营收展望从同比增长50%上调至60%。截至昨日收盘，AMD股价上涨7.58%。</p>\n<p>相比之下，作为芯片行业领头羊的英特尔(INTC.US)Q2业绩显得黯淡无光，虽其Q2营收和调整后每股收益以及第三季度业绩展望均超出华尔街分析师此前预期，但从市场反应来看，该成绩并不理想，公布业绩后其盘后股价仍旧下跌逾2%。</p>\n<p>从历史数据来看，这两家公司在去年疫情期间(Q1-Q2)都经历了类似的放缓，但这两家公司后来的发展却截然不同。</p>\n<p>2020年Q3，AMD营收实现同比增长55.52%，而英特尔同比下降4.47%。从那以后，AMD业绩一路高歌，而英特尔却一直非常平淡，不是增长持平就是出现负增长。</p>\n<p>由此可见，AMD正在向市场证明自己能够实现高增长，而英特尔仅在证明自己能够实现稳定增长。</p>\n<p><b>市场只为企业的高增长买单</b></p>\n<p>市场对这两家公司的定价方式是不同的。关键的区别在于，市场会愿意为高增长的企业投入更多资金，而为增长停滞的企业投入更少。</p>\n<p>AMD和英特尔的股价也反映了这一点：</p>\n<p>公司市盈率与市场预期保持同步:</p>\n<p>AMD当前估值为38倍市盈率，但如果将股价图表和市盈率图表放在一起会发现，AMD市盈率呈下降趋势，而股价则呈上升趋势。另一方面，由于英特尔估值一直处于横向水平，而营收持续低迷，导致股票回报率不断下降，最终英特尔股价也将继续下滑。</p>\n<p><b>AMD正蚕食英特尔市场份额?</b></p>\n<p>值得一提的，AMD在2020年全年总营业额为97.6亿美元，同比增长45%，得益于计算和图形事业部及企业、嵌入式和半定制事业部营业额增长，其中包括AMD的产品在全球500强超级计算机中的应用同比增长了5倍;谷歌云率先采用第三代AMDEPYC 处理器，性能提升了56%等。与AMD不同的是，英特尔新CEO上任之后，则大肆宣布加码芯片代工业务，如今年3月，英特尔宣布将斥资200亿美元在美国建设两座芯片工厂。</p>\n<p>AMD的复兴建立在技术实力迭代上，不同于竞争对手英特尔执迷于自己生产芯片，AMD则外包给<a href=\"https://laohu8.com/S/TSM\">台积电</a>。将全部精力聚焦于技术而非生产，AMD的产品开始蚕食英特尔的市场份额。</p>\n<p>根据PassMark的数据，二季度AMD在所有CPU中的市场份额占比达到44.1%，英特尔则由巅峰时的82.5%下降至55.8%。</p>\n<p><b>“领头羊”头衔花落谁家？</b></p>\n<p>无论AMD是否能占据芯片行业领头羊的位置，或许这个位置也不再属于英特尔，原因是其发展已经无法再为行业动向提供晴雨表功能。众所周知，半导体行业当前并没有萎缩，相反它正在日益增长。数据显示，半导体行业从2020年到2021年预计将增长17%，2021年到2022年将增长6%以上。</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>AMD股价续创历史新高，绩后两日涨幅累计超13%</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\">\nAMD股价续创历史新高，绩后两日涨幅累计超13%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-29 23:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月29日，<a href=\"https://laohu8.com/S/AMD\">AMD</a>涨超5%，报103美元，股价续创历史新高，绩后两日涨幅累计超13%，第二季度营收38.5亿美元，净利润7亿美元，同比大涨352%。</p>\n<p><img src=\"https://static.tigerbbs.com/c3de6e465956397583ab4c5c2612bfa3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>有分析师认为AMD处在50多年来最有利的发展阶段，特别是AMD公布超预期Q2财报后。尽管该公司与芯片行业领头羊<a href=\"https://laohu8.com/S/INTC\">英特尔</a>在具体营业额的数字上有巨大的差异，但从成长性的角度看，AMD极有可能取代英特尔在行业中引领者的地位。</p>\n<p><b>AMD VS 英特尔，谁能实现高增长?</b></p>\n<p>美东时间7月27日美股盘后，美国超微公司(AMD.US)公布了超预期的第二季度财报。财报显示，AMD在Q2营收同比翻番，净利润更是同比猛增了352%。此外，AMD预计Q3营收将同比增长近50%，并将2021年营收展望从同比增长50%上调至60%。截至昨日收盘，AMD股价上涨7.58%。</p>\n<p>相比之下，作为芯片行业领头羊的英特尔(INTC.US)Q2业绩显得黯淡无光，虽其Q2营收和调整后每股收益以及第三季度业绩展望均超出华尔街分析师此前预期，但从市场反应来看，该成绩并不理想，公布业绩后其盘后股价仍旧下跌逾2%。</p>\n<p>从历史数据来看，这两家公司在去年疫情期间(Q1-Q2)都经历了类似的放缓，但这两家公司后来的发展却截然不同。</p>\n<p>2020年Q3，AMD营收实现同比增长55.52%，而英特尔同比下降4.47%。从那以后，AMD业绩一路高歌，而英特尔却一直非常平淡，不是增长持平就是出现负增长。</p>\n<p>由此可见，AMD正在向市场证明自己能够实现高增长，而英特尔仅在证明自己能够实现稳定增长。</p>\n<p><b>市场只为企业的高增长买单</b></p>\n<p>市场对这两家公司的定价方式是不同的。关键的区别在于，市场会愿意为高增长的企业投入更多资金，而为增长停滞的企业投入更少。</p>\n<p>AMD和英特尔的股价也反映了这一点：</p>\n<p>公司市盈率与市场预期保持同步:</p>\n<p>AMD当前估值为38倍市盈率，但如果将股价图表和市盈率图表放在一起会发现，AMD市盈率呈下降趋势，而股价则呈上升趋势。另一方面，由于英特尔估值一直处于横向水平，而营收持续低迷，导致股票回报率不断下降，最终英特尔股价也将继续下滑。</p>\n<p><b>AMD正蚕食英特尔市场份额?</b></p>\n<p>值得一提的，AMD在2020年全年总营业额为97.6亿美元，同比增长45%，得益于计算和图形事业部及企业、嵌入式和半定制事业部营业额增长，其中包括AMD的产品在全球500强超级计算机中的应用同比增长了5倍;谷歌云率先采用第三代AMDEPYC 处理器，性能提升了56%等。与AMD不同的是，英特尔新CEO上任之后，则大肆宣布加码芯片代工业务，如今年3月，英特尔宣布将斥资200亿美元在美国建设两座芯片工厂。</p>\n<p>AMD的复兴建立在技术实力迭代上，不同于竞争对手英特尔执迷于自己生产芯片，AMD则外包给<a href=\"https://laohu8.com/S/TSM\">台积电</a>。将全部精力聚焦于技术而非生产，AMD的产品开始蚕食英特尔的市场份额。</p>\n<p>根据PassMark的数据，二季度AMD在所有CPU中的市场份额占比达到44.1%，英特尔则由巅峰时的82.5%下降至55.8%。</p>\n<p><b>“领头羊”头衔花落谁家？</b></p>\n<p>无论AMD是否能占据芯片行业领头羊的位置，或许这个位置也不再属于英特尔，原因是其发展已经无法再为行业动向提供晴雨表功能。众所周知，半导体行业当前并没有萎缩，相反它正在日益增长。数据显示，半导体行业从2020年到2021年预计将增长17%，2021年到2022年将增长6%以上。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a593d85be38c3aa543ab3056553101ff","relate_stocks":{"AMD":"美国超微公司"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120419201","content_text":"7月29日，AMD涨超5%，报103美元，股价续创历史新高，绩后两日涨幅累计超13%，第二季度营收38.5亿美元，净利润7亿美元，同比大涨352%。\n\n有分析师认为AMD处在50多年来最有利的发展阶段，特别是AMD公布超预期Q2财报后。尽管该公司与芯片行业领头羊英特尔在具体营业额的数字上有巨大的差异，但从成长性的角度看，AMD极有可能取代英特尔在行业中引领者的地位。\nAMD VS 英特尔，谁能实现高增长?\n美东时间7月27日美股盘后，美国超微公司(AMD.US)公布了超预期的第二季度财报。财报显示，AMD在Q2营收同比翻番，净利润更是同比猛增了352%。此外，AMD预计Q3营收将同比增长近50%，并将2021年营收展望从同比增长50%上调至60%。截至昨日收盘，AMD股价上涨7.58%。\n相比之下，作为芯片行业领头羊的英特尔(INTC.US)Q2业绩显得黯淡无光，虽其Q2营收和调整后每股收益以及第三季度业绩展望均超出华尔街分析师此前预期，但从市场反应来看，该成绩并不理想，公布业绩后其盘后股价仍旧下跌逾2%。\n从历史数据来看，这两家公司在去年疫情期间(Q1-Q2)都经历了类似的放缓，但这两家公司后来的发展却截然不同。\n2020年Q3，AMD营收实现同比增长55.52%，而英特尔同比下降4.47%。从那以后，AMD业绩一路高歌，而英特尔却一直非常平淡，不是增长持平就是出现负增长。\n由此可见，AMD正在向市场证明自己能够实现高增长，而英特尔仅在证明自己能够实现稳定增长。\n市场只为企业的高增长买单\n市场对这两家公司的定价方式是不同的。关键的区别在于，市场会愿意为高增长的企业投入更多资金，而为增长停滞的企业投入更少。\nAMD和英特尔的股价也反映了这一点：\n公司市盈率与市场预期保持同步:\nAMD当前估值为38倍市盈率，但如果将股价图表和市盈率图表放在一起会发现，AMD市盈率呈下降趋势，而股价则呈上升趋势。另一方面，由于英特尔估值一直处于横向水平，而营收持续低迷，导致股票回报率不断下降，最终英特尔股价也将继续下滑。\nAMD正蚕食英特尔市场份额?\n值得一提的，AMD在2020年全年总营业额为97.6亿美元，同比增长45%，得益于计算和图形事业部及企业、嵌入式和半定制事业部营业额增长，其中包括AMD的产品在全球500强超级计算机中的应用同比增长了5倍;谷歌云率先采用第三代AMDEPYC 处理器，性能提升了56%等。与AMD不同的是，英特尔新CEO上任之后，则大肆宣布加码芯片代工业务，如今年3月，英特尔宣布将斥资200亿美元在美国建设两座芯片工厂。\nAMD的复兴建立在技术实力迭代上，不同于竞争对手英特尔执迷于自己生产芯片，AMD则外包给台积电。将全部精力聚焦于技术而非生产，AMD的产品开始蚕食英特尔的市场份额。\n根据PassMark的数据，二季度AMD在所有CPU中的市场份额占比达到44.1%，英特尔则由巅峰时的82.5%下降至55.8%。\n“领头羊”头衔花落谁家？\n无论AMD是否能占据芯片行业领头羊的位置，或许这个位置也不再属于英特尔，原因是其发展已经无法再为行业动向提供晴雨表功能。众所周知，半导体行业当前并没有萎缩，相反它正在日益增长。数据显示，半导体行业从2020年到2021年预计将增长17%，2021年到2022年将增长6%以上。","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836485048,"gmtCreate":1629514783484,"gmtModify":1631891055324,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/836485048","repostId":"1107075259","repostType":4,"repost":{"id":"1107075259","kind":"news","pubTimestamp":1629509852,"share":"https://ttm.financial/m/news/1107075259?lang=&edition=full","pubTime":"2021-08-21 09:37","market":"us","language":"en","title":"Ignore Elon Musk’s dancing distraction and face the dangers ahead for Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1107075259","media":"MarketWatch","summary":"Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.$Investors$ should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.At $Tesla Motors$’s AI Day late Thursday, self-named Technoking Musk said th","content":"<blockquote>\n <b>Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.</b>\n</blockquote>\n<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.</p>\n<p>At <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>’s&nbsp;AI Day late Thursday, self-named Technoking Musk said that the company is working on a humanoid robot as “Tesla is arguably the world’s biggest robotics company because our cars are like semi-sentient robots on wheels.”</p>\n<p>After a white-suited human did a brief dance for the believers in the audience and on a livestream, Musk came on the stage and showed only computer-generated images of a 5’8″ humanoid robot thathe claimed Tesla will produce a prototype of sometime next year. He inferred it could be used for manufacturing or boring repetitive tasks, like grocery shopping and will have a full self-driving computer.</p>\n<p>As always with Musk and Tesla, the timeline is highly doubtful to anyone with basic knowledge of the technology in question. Fortunately, the antics did not fool everyone on Wall Street, some of whom may be getting tired of his shenanigans.</p>\n<p>“Unfortunately, as we have seen with robotaxis and other future sci-fi projects for Musk, we view this&nbsp;Tesla&nbsp;Bot as an absolute head scratcher that will further agitate investors at a time the Street is showing growing concern around rising EV competition and safety issues for&nbsp;Tesla,” said Dan Ives, a Wedbush Securities analyst, in a note to clients early Friday.</p>\n<p>The safety issues Ives mentions are what investors should be attuned to right now, because it appears the government is finally stepping up and taking note of a problem this column has long pointed out: Musk repeatedly oversells the current and near-term potential for his automotive autonomy advanced technology.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> a day before Thursday’s “AI Day” spectacle,two U.S. senators asked the Federal Trade Commission to investigate both Tesla’s and Musk’s “repeated overstatements of their vehicles’ capabilities”in regards to the marketing of Tesla’s “Full Self Driving” product. Tesla charges thousands of dollars at purchase (or as little as $100 a month) for software that is nowhere near full self-driving, a practice that has already led toa recent review by California Department of Motor Vehiclesanda German ruling that Tesla could not market the product as such.</p>\n<p>“Language matters,” said Selika Talbott, a professorial lecturer in the department of public administration and policy at <a href=\"https://laohu8.com/S/AFG\">American</a> University in <a href=\"https://laohu8.com/S/WASH\">Washington</a> DC. “The use of this terminology is false and misleading and unsafe for the general public. The notions of assisted driving and autonomous vehicles and their differences are not fully understood by the general public.”</p>\n<p>“Tesla has highly assisted technology in their vehicle, but at no point should anyone behind the wheel think that vehicle can drive itself, because it can’t,” Talbott said.</p>\n<p>The week began with news of a federal investigation into Tesla’s Autopilot system after cars using the feature crashed into stopped emergency vehicles.The <a href=\"https://laohu8.com/S/NHLD\">National</a> <a href=\"https://laohu8.com/S/HIHO\">Highway</a> Traffic Safety Administration is looking into a series of crashesby Tesla cars that had the advanced driver-assistance system enabled. NHTSA said that itopened an inquiry into 11 Tesla crashesthat involved emergency vehicles, while still investigating a series of collisions involving cars enabled with <a href=\"https://laohu8.com/S/AEIS\">Advanced</a> Driver Assistance Systems (ADAS) and tractor-trailers.</p>\n<p>The latest outcry on Capitol <a href=\"https://laohu8.com/S/HIL\">Hill</a> follows a stream of news reports and/or social media posts and YouTube videos of drivers engaging in extremely risky behavior while testing the so-called self-driving features of their Tesla. In May, Steven Michael Hendrickson,a 35-year-old father of two in Fontana, Calif., died when his Tesla hit an overturned semitruck. Earlier he had posted videos of driving without his hands on the wheel of his car on the freeway, but the NHTSA was still investigating the role of Autopilot in the crash.</p>\n<p>“The vehicles that Tesla is producing are driver-assisted systems,” said Bryan Reimer, a research scientist at the MIT Center for Transportation and Logistics. “They are assisting the driver, and the driver needs to maintain vigilance.”</p>\n<p>It is important to note the difference between Tesla’s dual products with misleading names. “Autopilot” is an ADAS system, a highly advanced version of cruise control meant for highway driving that enables “your car to steer, accelerate and brake automatically within its lane under your active supervision, assisting with the most burdensome parts of driving,” according to Tesla’s website. Tesla also offers the “FSD” package, now available by a subscription of $99 to $199 a month, which it describes as “access to a suite of more advanced driver assistance features, designed to provide more active guidance and assisted driving under your active supervision.”</p>\n<p>If only Musk described these systems in a similar manner to the official website. In analyst conference calls and in Tesla’s multi-hour long presentations to its fan base, Musk has been proclaiming that with this software, full autonomy is around the corner.</p>\n<p>“We&nbsp;basically&nbsp;have&nbsp;to&nbsp;solve&nbsp;real-world vision AI and we are,” he said in an earnings call in April. “And the key to solving this is also having some massive data set. So just having well over <a href=\"https://laohu8.com/S/AONE.U\">one</a> million cars on the road that are collecting data… But I am highly confident that we&nbsp;will&nbsp;get&nbsp;this&nbsp;done.”</p>\n<p>But for all of Musk’s bluster and huge fan base, investors are starting to note that the company’s tactics involving full self-driving technology are dangerous, as opposed to the other companies that are testing autonomous vehicles.</p>\n<p>For example, <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc.’sGOOGGOOGLWaymo, the company with the most hours of autonomous vehicle driving, is currently operating a small scale robotaxi service in parts of Arizona around Phoenix that are not densely populated, without human drivers. It is the only one of its kind in the U.S. In California, Waymo has permits from the DMV to conduct AV testing with a human driver behind the wheel.</p>\n<p>“Waymo cannot just start selling their AVs to anyone, and they can’t just drive them on the roadway, our regulatory system does not allow for that,” Talbott of <a href=\"https://laohu8.com/S/AMSWA\">American</a> University said. “You can test them but no publicly available self-driving car is on the market for purchase because it doesn’t exist.”</p>\n<p>With FSD testing being done in the real world with untrained drivers, Tesla is conducting the equivalent of clinical trials of a new drug without any professional hourly or daily monitoring of the patient.</p>\n<p>“They are calling it beta, it is a beta system, they are exposing people to substantive risk,” Reimer said.</p>\n<p>Musk’s latest bot is yet another distraction, much like the flame thrower in 2018 sold by his Boring Company, his unwanted assistance to try and help the boys stuck in a cave in Thailand, and other projects. Investors should not let these distractions get in the way of the real issues that Musk seems to be refusing to acknowledge as he continues to oversell his company’s technological abilities.</p>","source":"market_watch","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>Ignore Elon Musk’s dancing distraction and face the dangers ahead for Tesla</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.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\">\nIgnore Elon Musk’s dancing distraction and face the dangers ahead for Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-21 09:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/ignore-elon-musks-dancing-distraction-and-face-the-dangers-ahead-for-tesla-11629488276?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology ...</p>\n\n<a href=\"https://www.marketwatch.com/story/ignore-elon-musks-dancing-distraction-and-face-the-dangers-ahead-for-tesla-11629488276?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/story/ignore-elon-musks-dancing-distraction-and-face-the-dangers-ahead-for-tesla-11629488276?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1107075259","content_text":"Investigations into automated-driving systems and the statements made about it by the electric-car company and its chief executive deserve more attention than their latest fanciful technology aspirations and timelines.\n\nInvestors should ignore Elon Musk’s latest dance and focus instead on the growing issues Tesla is facing because of its chief executive’s exaggerated claims about his company’s technological capabilities.\nAt Tesla Motors’s AI Day late Thursday, self-named Technoking Musk said that the company is working on a humanoid robot as “Tesla is arguably the world’s biggest robotics company because our cars are like semi-sentient robots on wheels.”\nAfter a white-suited human did a brief dance for the believers in the audience and on a livestream, Musk came on the stage and showed only computer-generated images of a 5’8″ humanoid robot thathe claimed Tesla will produce a prototype of sometime next year. He inferred it could be used for manufacturing or boring repetitive tasks, like grocery shopping and will have a full self-driving computer.\nAs always with Musk and Tesla, the timeline is highly doubtful to anyone with basic knowledge of the technology in question. Fortunately, the antics did not fool everyone on Wall Street, some of whom may be getting tired of his shenanigans.\n“Unfortunately, as we have seen with robotaxis and other future sci-fi projects for Musk, we view this Tesla Bot as an absolute head scratcher that will further agitate investors at a time the Street is showing growing concern around rising EV competition and safety issues for Tesla,” said Dan Ives, a Wedbush Securities analyst, in a note to clients early Friday.\nThe safety issues Ives mentions are what investors should be attuned to right now, because it appears the government is finally stepping up and taking note of a problem this column has long pointed out: Musk repeatedly oversells the current and near-term potential for his automotive autonomy advanced technology.\nJust a day before Thursday’s “AI Day” spectacle,two U.S. senators asked the Federal Trade Commission to investigate both Tesla’s and Musk’s “repeated overstatements of their vehicles’ capabilities”in regards to the marketing of Tesla’s “Full Self Driving” product. Tesla charges thousands of dollars at purchase (or as little as $100 a month) for software that is nowhere near full self-driving, a practice that has already led toa recent review by California Department of Motor Vehiclesanda German ruling that Tesla could not market the product as such.\n“Language matters,” said Selika Talbott, a professorial lecturer in the department of public administration and policy at American University in Washington DC. “The use of this terminology is false and misleading and unsafe for the general public. The notions of assisted driving and autonomous vehicles and their differences are not fully understood by the general public.”\n“Tesla has highly assisted technology in their vehicle, but at no point should anyone behind the wheel think that vehicle can drive itself, because it can’t,” Talbott said.\nThe week began with news of a federal investigation into Tesla’s Autopilot system after cars using the feature crashed into stopped emergency vehicles.The National Highway Traffic Safety Administration is looking into a series of crashesby Tesla cars that had the advanced driver-assistance system enabled. NHTSA said that itopened an inquiry into 11 Tesla crashesthat involved emergency vehicles, while still investigating a series of collisions involving cars enabled with Advanced Driver Assistance Systems (ADAS) and tractor-trailers.\nThe latest outcry on Capitol Hill follows a stream of news reports and/or social media posts and YouTube videos of drivers engaging in extremely risky behavior while testing the so-called self-driving features of their Tesla. In May, Steven Michael Hendrickson,a 35-year-old father of two in Fontana, Calif., died when his Tesla hit an overturned semitruck. Earlier he had posted videos of driving without his hands on the wheel of his car on the freeway, but the NHTSA was still investigating the role of Autopilot in the crash.\n“The vehicles that Tesla is producing are driver-assisted systems,” said Bryan Reimer, a research scientist at the MIT Center for Transportation and Logistics. “They are assisting the driver, and the driver needs to maintain vigilance.”\nIt is important to note the difference between Tesla’s dual products with misleading names. “Autopilot” is an ADAS system, a highly advanced version of cruise control meant for highway driving that enables “your car to steer, accelerate and brake automatically within its lane under your active supervision, assisting with the most burdensome parts of driving,” according to Tesla’s website. Tesla also offers the “FSD” package, now available by a subscription of $99 to $199 a month, which it describes as “access to a suite of more advanced driver assistance features, designed to provide more active guidance and assisted driving under your active supervision.”\nIf only Musk described these systems in a similar manner to the official website. In analyst conference calls and in Tesla’s multi-hour long presentations to its fan base, Musk has been proclaiming that with this software, full autonomy is around the corner.\n“We basically have to solve real-world vision AI and we are,” he said in an earnings call in April. “And the key to solving this is also having some massive data set. So just having well over one million cars on the road that are collecting data… But I am highly confident that we will get this done.”\nBut for all of Musk’s bluster and huge fan base, investors are starting to note that the company’s tactics involving full self-driving technology are dangerous, as opposed to the other companies that are testing autonomous vehicles.\nFor example, Alphabet Inc.’sGOOGGOOGLWaymo, the company with the most hours of autonomous vehicle driving, is currently operating a small scale robotaxi service in parts of Arizona around Phoenix that are not densely populated, without human drivers. It is the only one of its kind in the U.S. In California, Waymo has permits from the DMV to conduct AV testing with a human driver behind the wheel.\n“Waymo cannot just start selling their AVs to anyone, and they can’t just drive them on the roadway, our regulatory system does not allow for that,” Talbott of American University said. “You can test them but no publicly available self-driving car is on the market for purchase because it doesn’t exist.”\nWith FSD testing being done in the real world with untrained drivers, Tesla is conducting the equivalent of clinical trials of a new drug without any professional hourly or daily monitoring of the patient.\n“They are calling it beta, it is a beta system, they are exposing people to substantive risk,” Reimer said.\nMusk’s latest bot is yet another distraction, much like the flame thrower in 2018 sold by his Boring Company, his unwanted assistance to try and help the boys stuck in a cave in Thailand, and other projects. Investors should not let these distractions get in the way of the real issues that Musk seems to be refusing to acknowledge as he continues to oversell his company’s technological abilities.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155260248,"gmtCreate":1625440702984,"gmtModify":1633940782915,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"[笑哭]&nbsp;","listText":"[笑哭]&nbsp;","text":"[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/155260248","repostId":"1134027394","repostType":4,"repost":{"id":"1134027394","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625394082,"share":"https://ttm.financial/m/news/1134027394?lang=&edition=full","pubTime":"2021-07-04 18:21","market":"fut","language":"zh","title":"阿联酋拒绝将OPEC+产量协议延长至2022年底","url":"https://stock-news.laohu8.com/highlight/detail?id=1134027394","media":"老虎资讯综合","summary":"阿联酋方面表示，反对OPEC+其他成员国将限制石油产量的协议延长至2022年4月以后的提议，除非其被允许有一个更高的产量削减基线。阿联酋同意从今年8月开始，OPEC+应每月增加40万桶/日的产量。\n阿","content":"<p>阿联酋方面表示，反对OPEC+其他成员国将限制石油产量的协议延长至2022年4月以后的提议，除非其被允许有一个更高的产量削减基线。阿联酋同意从今年8月开始，OPEC+应每月增加40万桶/日的产量。</p>\n<p>阿联酋希望将延长协议与每月增产分开进行讨论。</p>\n<p>阿联酋认为延长协议的决定没有必要现在就做出，这项协议还有8-9个月时间，还有足够的时间在稍后的阶段进行讨论。</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>阿联酋拒绝将OPEC+产量协议延长至2022年底</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿联酋拒绝将OPEC+产量协议延长至2022年底\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-04 18:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>阿联酋方面表示，反对OPEC+其他成员国将限制石油产量的协议延长至2022年4月以后的提议，除非其被允许有一个更高的产量削减基线。阿联酋同意从今年8月开始，OPEC+应每月增加40万桶/日的产量。</p>\n<p>阿联酋希望将延长协议与每月增产分开进行讨论。</p>\n<p>阿联酋认为延长协议的决定没有必要现在就做出，这项协议还有8-9个月时间，还有足够的时间在稍后的阶段进行讨论。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3faadc006e67e6ac130a7b171f263b4d","relate_stocks":{"USO":"美国原油ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134027394","content_text":"阿联酋方面表示，反对OPEC+其他成员国将限制石油产量的协议延长至2022年4月以后的提议，除非其被允许有一个更高的产量削减基线。阿联酋同意从今年8月开始，OPEC+应每月增加40万桶/日的产量。\n阿联酋希望将延长协议与每月增产分开进行讨论。\n阿联酋认为延长协议的决定没有必要现在就做出，这项协议还有8-9个月时间，还有足够的时间在稍后的阶段进行讨论。","news_type":1,"symbols_score_info":{"USO":0.9}},"isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184030779,"gmtCreate":1623677480291,"gmtModify":1634030235421,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.SPX\">$S&amp;P 500(.SPX)$</a>Buy","listText":"<a href=\"https://laohu8.com/S/.SPX\">$S&amp;P 500(.SPX)$</a>Buy","text":"$S&P 500(.SPX)$Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/184030779","isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":879746172,"gmtCreate":1636779851157,"gmtModify":1636779851157,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879746172","repostId":"1129543601","repostType":4,"repost":{"id":"1129543601","kind":"news","pubTimestamp":1636770982,"share":"https://ttm.financial/m/news/1129543601?lang=&edition=full","pubTime":"2021-11-13 10:36","market":"us","language":"en","title":"Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=1129543601","media":"Seeking Alpha","summary":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>\n <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>\n <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>\n <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p>\n<p>Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p>\n<p>What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p>\n<p><b>Palantir's revenue continues to expand on both the commercial and government side</b></p>\n<p>Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p>\n<p>Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p>\n<p>The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p>\n<p>I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p>\n<p>PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p>\n<p><b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p>\n<p>In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p>\n<p>There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p>\n<p>The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p>\n<p><b>Conclusion</b></p>\n<p>PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p>\n<p><b>Seeking Alpha Marketplace</b></p>\n<p>I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</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>Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity</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\">\nPalantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-13 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in...</p>\n\n<a href=\"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity\">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://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129543601","content_text":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.\nPalantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.\nPalantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.\n\nAndreas Rentz/Getty Images Entertainment\nSome investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.\nWhat wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.\n(Source: Seeking Alpha)\nPalantir's revenue continues to expand on both the commercial and government side\nQuarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nSince Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.\nThe same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)\n(Source: Steven Fiorillo) (Data Source: Palantir)\nI am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.\n(Source: PLTR)\nPLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.\nPalantir is entering two new sectors that are going to be huge, carbon emissions, and crypto\nIn the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.\nThere has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as Exxon Mobil(NYSE:XOM) are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to scrub emissions out of the air and carbonate fuel cells to capture industrial emissions from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.\n(Source: Palantir)\nThe second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN) is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)\n(Source: Palantir)\nConclusion\nPLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.\nSeeking Alpha Marketplace\nI will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879746918,"gmtCreate":1636779833944,"gmtModify":1636779833944,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879746918","repostId":"1151602326","repostType":4,"isVote":1,"tweetType":1,"viewCount":2652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":142399416,"gmtCreate":1626131357135,"gmtModify":1633929935489,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/142399416","repostId":"1175879126","repostType":4,"repost":{"id":"1175879126","kind":"news","pubTimestamp":1626103561,"share":"https://ttm.financial/m/news/1175879126?lang=&edition=full","pubTime":"2021-07-12 23:26","market":"us","language":"en","title":"Suning’s Billionaire Chairman Quits After China-Led Bailout","url":"https://stock-news.laohu8.com/highlight/detail?id=1175879126","media":"Bloomberg","summary":"Zhang Jindong has stepped down as the chairman of Chinese retail giant Suning.Com Co. after losing c","content":"<p>Zhang Jindong&nbsp;has stepped down as the chairman of Chinese retail giant Suning.Com Co. after losing control of his firm following a government-led bailout.</p>\n<p>The company announced his resignation in a filing with the Shenzhen stock exchange on Monday, adding that Zhang will be appointed honorary chairman to guide the firm’s future growth. Zhang, 58, lost control of Suning when the business sold a 16.96% stake to a state-backedconsortiumfor a $1.36 billion bailout last week.</p>\n<p>The group of investors, led by the Nanjing state asset-management committee and the Jiangsu provincial government, also includes Alibaba Group Holding Ltd. and Chinese appliance makers Midea Group Co. and Haier Group Co., smartphone maker Xiaomi Corp., and TCL Technology Group Corp.</p>\n<p>The bailout, and now Zhang’s resignation, are the end of his reign during which he led the company into an array of businesses, including ownership of the Inter Milan soccer team.</p>\n<p>Suning.com had a market value of about 52 billion yuan ($8 billion) before the trading halt. The retail business was weakened by a slowdown in spending during the pandemic. Concerns about its cash flow intensified in September, when Zhang waived his right to a 20 billion yuan payment from property developer China Evergrande Group.</p>\n<p>The stock tumbled last month after a Beijing courtfroze3 billion yuan worth of shares held by Zhang -- representing 5.8% of Suning.com -- and creditors agreed to extend a bond for Suning Appliance Group Co., which is owned by Zhang and fellow co-founder Bu Yang.</p>","source":"lsy1584095487587","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>Suning’s Billionaire Chairman Quits After China-Led Bailout</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\">\nSuning’s Billionaire Chairman Quits After China-Led Bailout\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-07-12/suning-s-billionaire-chairman-quits-after-china-led-bailout><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Zhang Jindong has stepped down as the chairman of Chinese retail giant Suning.Com Co. after losing control of his firm following a government-led bailout.\nThe company announced his resignation in a ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-07-12/suning-s-billionaire-chairman-quits-after-china-led-bailout\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"002024":"ST易购"},"source_url":"https://www.bloomberg.com/news/articles/2021-07-12/suning-s-billionaire-chairman-quits-after-china-led-bailout","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175879126","content_text":"Zhang Jindong has stepped down as the chairman of Chinese retail giant Suning.Com Co. after losing control of his firm following a government-led bailout.\nThe company announced his resignation in a filing with the Shenzhen stock exchange on Monday, adding that Zhang will be appointed honorary chairman to guide the firm’s future growth. Zhang, 58, lost control of Suning when the business sold a 16.96% stake to a state-backedconsortiumfor a $1.36 billion bailout last week.\nThe group of investors, led by the Nanjing state asset-management committee and the Jiangsu provincial government, also includes Alibaba Group Holding Ltd. and Chinese appliance makers Midea Group Co. and Haier Group Co., smartphone maker Xiaomi Corp., and TCL Technology Group Corp.\nThe bailout, and now Zhang’s resignation, are the end of his reign during which he led the company into an array of businesses, including ownership of the Inter Milan soccer team.\nSuning.com had a market value of about 52 billion yuan ($8 billion) before the trading halt. The retail business was weakened by a slowdown in spending during the pandemic. Concerns about its cash flow intensified in September, when Zhang waived his right to a 20 billion yuan payment from property developer China Evergrande Group.\nThe stock tumbled last month after a Beijing courtfroze3 billion yuan worth of shares held by Zhang -- representing 5.8% of Suning.com -- and creditors agreed to extend a bond for Suning Appliance Group Co., which is owned by Zhang and fellow co-founder Bu Yang.","news_type":1,"symbols_score_info":{"002024":0.9}},"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146061104,"gmtCreate":1626044917708,"gmtModify":1633930798343,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/146061104","repostId":"1114863871","repostType":4,"repost":{"id":"1114863871","kind":"news","pubTimestamp":1626039626,"share":"https://ttm.financial/m/news/1114863871?lang=&edition=full","pubTime":"2021-07-12 05:40","market":"us","language":"en","title":"Chase, Delta, Goldman Sachs, PepsiCo, and Other Stocks to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1114863871","media":"Barron's","summary":"Second-quarter earnings season gets under way this week, with several big banks reporting. JPMorgan ChaseandGoldman SachsGroup kick things off on Tuesday, followed byBank of America,Wells Fargo,andCitigroupon Wednesday andMorgan Stanleyon Thursday.The week’s economic calendar will be equally busy. The Bureau of Labor Statistics releases the consumer price index for June on Tuesday, followed by the producer price index for June on Wednesday. Expectations are for year-over-year increases of 4.0% a","content":"<p>Second-quarter earnings season gets under way&nbsp;this week, with several big banks reporting.&nbsp;JPMorgan ChaseandGoldman SachsGroup kick things off on Tuesday, followed byBank of America,Wells Fargo,andCitigroupon Wednesday andMorgan Stanleyon Thursday.</p>\n<p>Other major companies reporting this week includePepsiCoandFastenalon Tuesday,Delta Air Lineson Wednesday,Taiwan Semiconductor ManufacturingandUnitedHealth Groupon Thursday, andKansas City Southernon Friday.</p>\n<p>The week’s economic calendar will be equally busy. The Bureau of Labor Statistics releases the consumer price index for June on Tuesday,&nbsp;followed by the producer price index for June on Wednesday. Expectations are for year-over-year increases of 4.0% and 6.4%, respectively, in the core CPI and core PPI.</p>\n<p>Investors and economists will also get a look at a pair of sentiment surveys this week:&nbsp;The National Federation of Independent Business’ Small Business Optimism Index for June on Tuesday and The University of Michigan’s Consumer Sentiment index for July on Friday. The&nbsp;Federal Reserve releases its latest beige book on Wednesday, the Census Bureau reports retail-sales data for June on Friday, and theBank of Japanannounces its latest monetary-policy decision on Friday.</p>\n<p><img src=\"https://static.tigerbbs.com/1508a89eaa3fb959feaaa832797a2c48\" tg-width=\"1176\" tg-height=\"360\"></p>\n<p><b>Monday 7/12</b></p>\n<p>FedExhosts a conference call to update the investment community on its business outlook.</p>\n<p><b>Tuesday 7/13</b></p>\n<p>JPMorgan Chase and Goldman Sachs Group kick off earnings season by reporting results before the market open. The two money-center banks recently lifted their dividends 11% and 60%, respectively.</p>\n<p>Conagra Brands,Fastenal,First Republic Bank,and PepsiCo report quarterly results.</p>\n<p>Dell Technologieshosts a conference call to discuss its ESG strategy.</p>\n<p><b>The Bureau of Labor</b>&nbsp;Statistics releases the consumer price index for June. Economists forecast a 4.9% year-over-year rise, after a 5% jump in May—the fastest rate of growth since August 2008. The core CPI, which excludes volatile food and energy prices, is expected to increase 4% compared with 3.8% previously.</p>\n<p><b>The National Federation</b>&nbsp;of Independent Business releases its Small Business Optimism Index for June. Consensus estimate is for a 99.5 reading, about even with the May figure.</p>\n<p><b>Wednesday 7/14</b></p>\n<p>Bank of America,BlackRock,Citigroup, Delta Air Lines,PNC Financial Services Group,and Wells Fargo release earnings.</p>\n<p><b>The Federal Reserve</b>&nbsp;releases the beige book for the fifth of eight times this year. The report gathers anecdotal evidence of current economic conditions in the 12 Federal Reserve districts.</p>\n<p><b>The BLS releases</b>&nbsp;the producer price index for June. Expectations are for both the PPI and core PPI to increase 0.5% month over month. This compares with gains of 0.8% and 0.7%, respectively, in May.</p>\n<p><b>Thursday 7/15</b></p>\n<p>Bank of New York Mellon,Cintas,Morgan Stanley, Taiwan Semiconductor Manufacturing,Truist Financial,U.S. Bancorp,and UnitedHealth Group hold conference calls to discuss quarterly results.</p>\n<p><b>Friday 7/16</b></p>\n<p>Charles Schwab,Ericsson,Kansas City Southern, andState Streetannounce earnings.</p>\n<p><b>The Bank of Japan</b>&nbsp;announces its monetary-policy decision. The central bank is widely expected to keep its key short-term interest rate unchanged at negative 0.1%. In June, the BOJ said it would launch a climate-change plan by the end of this year, and would release a preliminary plan at its July meeting. This could take the form of higher interest rates paid to banks for green-lending measures.</p>\n<p><b>The University of Michigan</b>&nbsp;releases its Consumer Sentiment index for July. Economists forecast an 86.5 reading, slightly higher than June’s 85.5. The index is still well below its levels from just prior to the pandemic.</p>\n<p><b>The Census Bureau</b>&nbsp;reports retail-sales data for June. Consensus estimate is for a 0.5% monthly decline in spending to $617 billion, after slumping 1.3% in May.</p>","source":"lsy1610680873436","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>Chase, Delta, Goldman Sachs, PepsiCo, and Other Stocks to Watch This Week</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\">\nChase, Delta, Goldman Sachs, PepsiCo, and Other Stocks to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 05:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stocks-for-investors-to-watch-this-week-51625883421><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Second-quarter earnings season gets under way this week, with several big banks reporting. JPMorgan ChaseandGoldman SachsGroup kick things off on Tuesday, followed byBank of America,Wells Fargo,...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-for-investors-to-watch-this-week-51625883421\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JPM":"摩根大通","TSM":"台积电","BAC":"美国银行","MS":"摩根士丹利","C":"花旗","GS":"高盛","WFC":"富国银行"},"source_url":"https://www.barrons.com/articles/stocks-for-investors-to-watch-this-week-51625883421","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114863871","content_text":"Second-quarter earnings season gets under way this week, with several big banks reporting. JPMorgan ChaseandGoldman SachsGroup kick things off on Tuesday, followed byBank of America,Wells Fargo,andCitigroupon Wednesday andMorgan Stanleyon Thursday.\nOther major companies reporting this week includePepsiCoandFastenalon Tuesday,Delta Air Lineson Wednesday,Taiwan Semiconductor ManufacturingandUnitedHealth Groupon Thursday, andKansas City Southernon Friday.\nThe week’s economic calendar will be equally busy. The Bureau of Labor Statistics releases the consumer price index for June on Tuesday, followed by the producer price index for June on Wednesday. Expectations are for year-over-year increases of 4.0% and 6.4%, respectively, in the core CPI and core PPI.\nInvestors and economists will also get a look at a pair of sentiment surveys this week: The National Federation of Independent Business’ Small Business Optimism Index for June on Tuesday and The University of Michigan’s Consumer Sentiment index for July on Friday. The Federal Reserve releases its latest beige book on Wednesday, the Census Bureau reports retail-sales data for June on Friday, and theBank of Japanannounces its latest monetary-policy decision on Friday.\n\nMonday 7/12\nFedExhosts a conference call to update the investment community on its business outlook.\nTuesday 7/13\nJPMorgan Chase and Goldman Sachs Group kick off earnings season by reporting results before the market open. The two money-center banks recently lifted their dividends 11% and 60%, respectively.\nConagra Brands,Fastenal,First Republic Bank,and PepsiCo report quarterly results.\nDell Technologieshosts a conference call to discuss its ESG strategy.\nThe Bureau of Labor Statistics releases the consumer price index for June. Economists forecast a 4.9% year-over-year rise, after a 5% jump in May—the fastest rate of growth since August 2008. The core CPI, which excludes volatile food and energy prices, is expected to increase 4% compared with 3.8% previously.\nThe National Federation of Independent Business releases its Small Business Optimism Index for June. Consensus estimate is for a 99.5 reading, about even with the May figure.\nWednesday 7/14\nBank of America,BlackRock,Citigroup, Delta Air Lines,PNC Financial Services Group,and Wells Fargo release earnings.\nThe Federal Reserve releases the beige book for the fifth of eight times this year. The report gathers anecdotal evidence of current economic conditions in the 12 Federal Reserve districts.\nThe BLS releases the producer price index for June. Expectations are for both the PPI and core PPI to increase 0.5% month over month. This compares with gains of 0.8% and 0.7%, respectively, in May.\nThursday 7/15\nBank of New York Mellon,Cintas,Morgan Stanley, Taiwan Semiconductor Manufacturing,Truist Financial,U.S. Bancorp,and UnitedHealth Group hold conference calls to discuss quarterly results.\nFriday 7/16\nCharles Schwab,Ericsson,Kansas City Southern, andState Streetannounce earnings.\nThe Bank of Japan announces its monetary-policy decision. The central bank is widely expected to keep its key short-term interest rate unchanged at negative 0.1%. In June, the BOJ said it would launch a climate-change plan by the end of this year, and would release a preliminary plan at its July meeting. This could take the form of higher interest rates paid to banks for green-lending measures.\nThe University of Michigan releases its Consumer Sentiment index for July. Economists forecast an 86.5 reading, slightly higher than June’s 85.5. The index is still well below its levels from just prior to the pandemic.\nThe Census Bureau reports retail-sales data for June. Consensus estimate is for a 0.5% monthly decline in spending to $617 billion, after slumping 1.3% in May.","news_type":1,"symbols_score_info":{"BAC":0.9,"C":0.9,"GS":0.9,"JPM":0.9,"MS":0.9,"TSM":0.9,"WFC":0.9}},"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164520913,"gmtCreate":1624230700932,"gmtModify":1634009360989,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/164520913","repostId":"1199331995","repostType":4,"isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179190958,"gmtCreate":1626490548774,"gmtModify":1633926284611,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/179190958","repostId":"1176139263","repostType":4,"repost":{"id":"1176139263","kind":"news","pubTimestamp":1626487398,"share":"https://ttm.financial/m/news/1176139263?lang=&edition=full","pubTime":"2021-07-17 10:03","market":"hk","language":"zh","title":"进军芯片研发？腾讯招聘大量芯片人才","url":"https://stock-news.laohu8.com/highlight/detail?id=1176139263","media":"中国证券报","summary":"在阿里、百度进入芯片行业之后，腾讯也要进军芯片设计领域。\n日前，腾讯官网开始招聘芯片架构师、芯片验证工程师、芯片设计工程师等多个芯片研发岗位。\n早在2018年5月，腾讯董事会主席兼首席执行官马化腾表示","content":"<div>\n<p>在阿里、百度进入芯片行业之后，腾讯也要进军芯片设计领域。\n日前，腾讯官网开始招聘芯片架构师、芯片验证工程师、芯片设计工程师等多个芯片研发岗位。\n早在2018年5月，腾讯董事会主席兼首席执行官马化腾表示：“如果我们还能介入支持一些芯片的研发，可能更好。”腾讯可以从为国产芯片和操作系统开发适配应用、云计算，为基础研究加大投入等方面做出努力。\n7月15日，腾讯还宣布旗下腾讯云和宁德时代战略牵手，联合攻关...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/AqYSRneBxxrW3i99kAQAbA\">Web Link</a>\n\n</div>\n","source":"zgzqb","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>进军芯片研发？腾讯招聘大量芯片人才</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n进军芯片研发？腾讯招聘大量芯片人才\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-17 10:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/AqYSRneBxxrW3i99kAQAbA><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在阿里、百度进入芯片行业之后，腾讯也要进军芯片设计领域。\n日前，腾讯官网开始招聘芯片架构师、芯片验证工程师、芯片设计工程师等多个芯片研发岗位。\n早在2018年5月，腾讯董事会主席兼首席执行官马化腾表示：“如果我们还能介入支持一些芯片的研发，可能更好。”腾讯可以从为国产芯片和操作系统开发适配应用、云计算，为基础研究加大投入等方面做出努力。\n7月15日，腾讯还宣布旗下腾讯云和宁德时代战略牵手，联合攻关...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/AqYSRneBxxrW3i99kAQAbA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"159813":"芯片","TCEHY":"腾讯控股ADR","QNETCN":"纳斯达克中美互联网老虎指数","00700":"腾讯控股"},"source_url":"https://mp.weixin.qq.com/s/AqYSRneBxxrW3i99kAQAbA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176139263","content_text":"在阿里、百度进入芯片行业之后，腾讯也要进军芯片设计领域。\n日前，腾讯官网开始招聘芯片架构师、芯片验证工程师、芯片设计工程师等多个芯片研发岗位。\n早在2018年5月，腾讯董事会主席兼首席执行官马化腾表示：“如果我们还能介入支持一些芯片的研发，可能更好。”腾讯可以从为国产芯片和操作系统开发适配应用、云计算，为基础研究加大投入等方面做出努力。\n7月15日，腾讯还宣布旗下腾讯云和宁德时代战略牵手，联合攻关新能源质检世界级难题。截至7月16日收盘，腾讯控股总市值约4.50万亿元，宁德时代总市值为1.24万亿元，两大巨头联手效果如何？\n招聘芯片相关人才\n7月16日晚间，中证君从腾讯官网获悉，6月底至7月初，腾讯招聘出现多个芯片研发岗位：芯片架构师、芯片验证工程师、芯片设计工程师、高性能渲染芯片软硬件资深架构师等多个职位，工作地点可选北京、上海、深圳。\n以7月3日开始招聘的芯片设计工程师为例，岗位工作要求包括精通数字电路设计流程，精通RTL代码书写，具有电路优化的经验；精通VCS/Deisgn compiler等常见的IC软件与开发工具；4年以上数字前端设计经验，有大规模 SoC 芯片设计成功量产经历；CPU/NPU 等设计经验者优先。\n上述芯片相关岗位被设置在腾讯技术工程事业群（TEG）。\n实际上，腾讯早就在布局芯片行业。2018年8月，腾讯领投了人工智能芯片公司燧原科技Pre-A轮融资。2021年1月，燧原科技宣布完成18亿元C轮融资，腾讯跟投。\n天眼查显示，2020年3月，深圳宝安湾腾讯云计算有限公司注册成立，注册资本2000万元，经营范围包括从事计算机软硬件技术开发、销售自行开发的软件；集成电路设计、研发；等等。该公司由腾讯云计算（北京）有限责任公司持有100%股权，实际控制人为马化腾。\n早有迹象表明，腾讯要进军芯片行业。2018年5月，马化腾在“未来论坛 深圳峰会”上表示，中国的科技应用在一些方面已经全球领先，但在基础科学研究方面，基础还相对薄弱。他认为腾讯可以从为国产芯片和操作系统开发适配应用、云计算，为基础研究加大投入等方面做出努力。\n彼时，马化腾表示：“很多人也对像腾讯等企业提出要求，说你们作为市值比较大的科技企业应该做些什么？我最近也在思考，能不能从芯片到操作系统，或者从人工智能到量子计算多做点事情？”\n“过去我们觉得这个产业链离我们很远，做软件、做服务离芯片好像远了一点。但实际上，我们做了很多数据中心，包括云，我们对很多服务器端，甚至包括芯片的需求是有一定的影响力的。我们可以倒逼芯片设计行业针对我们的服务和需求做设计。”马化腾表示。\n马化腾表示：“如果我们还能介入支持一些芯片的研发，可能更好。但是这一点坦率来说，我们未必擅长，可能还要借助产业链的其他力量去做这个事情。”\n牵手宁德时代\n除了在芯片设计领域排兵布阵，腾讯近期还与新能源电池巨头宁德时代达成了战略合作。\n7月15日，腾讯云宣布，与宁德时代签署战略合作协议。双方宣布在人工智能技术研发、成果转换、人才培养等方面开展深入合作，共建“宁德时代-腾讯云AI联合创新基地”，打造体系化全流程AI生产力，推动新能源产业智能化升级。\n腾讯云表示，公司已为全球超过12亿用户提供AI技术服务，客户数超过200万，是中国最大的人工智能服务提供商，依托于腾讯优图实验室等顶级实验室的AI算法支持，面向行业输出领先的人工智能技术与服务。\n腾讯云将为创新基地建设数据中心、私有云、AI算法平台等基础设施。双方联合攻关新能源质检世界级难题。基于腾讯优图实验室在计算机视觉领域的领先优势和技术实力，双方将重点对新能源质检领域一系列世界级难题进行AI技术攻关；助力宁德时代提升研发效率、加快电动电池技术能力储备，提高人工智能前沿技术研发水平。\n今年2月18日，腾讯股价站上775.5港元/股的高位，创下历史新高。但此后，腾讯控股股价开始一路走低，市值一度缩水约2万亿元人民币。\n本周（7月12日至7月16日）以来，腾讯股价初现底部企稳迹象，截至7月16日收盘，腾讯股价报收564港元，一周内累计上涨6.8%。\n对于腾讯的后续走势，机构目前普遍持乐观态度。5月下旬以来，30余家券商机构都给予了腾讯推荐、买入、优于大市等正面评级，给予的目标价从673至860港元不等。机构普遍认为，相对于当前的股价，腾讯控股未来上涨预期较大。\n近期机构给予腾讯的目标价\n\n来源：Wind\n今年5月20日，腾讯控股发布的2021年第一季度业绩报告显示，公司实现营收1353.03亿元，同比增长25%；净利润为478亿元，同比增长65%。业绩表现超出市场预期。\n7月14日，中信证券在二季度业绩前瞻研报中表示，预测腾讯今年二季度实现营收1373.07亿元，同比增长19.5%；Non-IFRS净利润324.10亿元，同比增长7.5%。中信证券给予腾讯2022年目标价674港元。\n\n来源：Wind","news_type":1,"symbols_score_info":{"159813":0.9,"00700":0.9,"QNETCN":0.9,"TCEHY":0.9}},"isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":147797990,"gmtCreate":1626390538810,"gmtModify":1633927306361,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/147797990","repostId":"1191369396","repostType":4,"repost":{"id":"1191369396","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626389502,"share":"https://ttm.financial/m/news/1191369396?lang=&edition=full","pubTime":"2021-07-16 06:51","market":"us","language":"zh","title":"英特尔正在谈判以大约300亿美元收购格芯","url":"https://stock-news.laohu8.com/highlight/detail?id=1191369396","media":"老虎资讯综合","summary":"7月16日讯，据知情人士透露，英特尔公司正在研究收购格芯（GlobalFoundries）的交易，此举将推动这家半导体巨头为其他科技公司生产更多芯片的计划，并被视为该公司有史以来最大的一笔收购。\n知情","content":"<p>7月16日讯，据知情人士透露，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>公司正在研究收购格芯（GlobalFoundries）的交易，此举将推动这家半导体巨头为其他科技公司生产更多芯片的计划，并被视为该公司有史以来最大的一笔收购。</p>\n<p>知情人士说，这笔交易对GlobalFoundries的估值可能在300亿美元左右。但并不能保证一定会成功，GlobalFoundries可能会按计划进行首次公开募股(IPO)。GlobalFoundries为阿布扎比政府投资机构穆巴达拉投资公司(Mubadala Investment Co.)所有，但总部设在美国。该公司发言人说，该公司没有与英特尔进行谈判。</p>\n<p>格芯为阿布扎比主权财富基金 Mubadala 投资公司所有，但总部设在美国。据研究机构集邦咨询（Trendforce）数据，按照营收计算，格芯在全球晶圆代工市场占据了约7%的市场份额，位于台积电、三星和联电之后。</p>\n<p><img src=\"https://static.tigerbbs.com/875739a63d7486f99ea8e73c95c0ec18\" tg-width=\"552\" tg-height=\"279\" referrerpolicy=\"no-referrer\"></p>\n<p>值得关注的是，格芯大客户中包括了英特尔的竞争对手AMD。在今年，双方达成了一项长期的芯片组件供应协议，其价值为16亿美元。这将大大加大英特尔的并购难度。</p>\n<p>英特尔首席执行官帕特·基辛格(Pat Gelsinger)在三月份表示，英特尔将重返晶圆厂代工，并宣布将投入超 200亿美元，扩大美国的晶圆生产设备，也会在海內外推动更多投资。</p>\n<p>此前有多家半导体企业宣布了扩产计划，例如台积电三年内投资1000亿美元用于扩大产能；韩国第二大芯片厂SK海力士千亿美元扩产计划获批。</p>\n<p>集邦咨询分析师乔安曾表示，全球半导体需求仍然强劲，加上车用半导体需求吃紧，导致晶圆代工各制程产能多半难求的市况下，交付周期延长。扩产成为解决产能问题的最直接方法。</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>英特尔正在谈判以大约300亿美元收购格芯</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英特尔正在谈判以大约300亿美元收购格芯\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-16 06:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月16日讯，据知情人士透露，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>公司正在研究收购格芯（GlobalFoundries）的交易，此举将推动这家半导体巨头为其他科技公司生产更多芯片的计划，并被视为该公司有史以来最大的一笔收购。</p>\n<p>知情人士说，这笔交易对GlobalFoundries的估值可能在300亿美元左右。但并不能保证一定会成功，GlobalFoundries可能会按计划进行首次公开募股(IPO)。GlobalFoundries为阿布扎比政府投资机构穆巴达拉投资公司(Mubadala Investment Co.)所有，但总部设在美国。该公司发言人说，该公司没有与英特尔进行谈判。</p>\n<p>格芯为阿布扎比主权财富基金 Mubadala 投资公司所有，但总部设在美国。据研究机构集邦咨询（Trendforce）数据，按照营收计算，格芯在全球晶圆代工市场占据了约7%的市场份额，位于台积电、三星和联电之后。</p>\n<p><img src=\"https://static.tigerbbs.com/875739a63d7486f99ea8e73c95c0ec18\" tg-width=\"552\" tg-height=\"279\" referrerpolicy=\"no-referrer\"></p>\n<p>值得关注的是，格芯大客户中包括了英特尔的竞争对手AMD。在今年，双方达成了一项长期的芯片组件供应协议，其价值为16亿美元。这将大大加大英特尔的并购难度。</p>\n<p>英特尔首席执行官帕特·基辛格(Pat Gelsinger)在三月份表示，英特尔将重返晶圆厂代工，并宣布将投入超 200亿美元，扩大美国的晶圆生产设备，也会在海內外推动更多投资。</p>\n<p>此前有多家半导体企业宣布了扩产计划，例如台积电三年内投资1000亿美元用于扩大产能；韩国第二大芯片厂SK海力士千亿美元扩产计划获批。</p>\n<p>集邦咨询分析师乔安曾表示，全球半导体需求仍然强劲，加上车用半导体需求吃紧，导致晶圆代工各制程产能多半难求的市况下，交付周期延长。扩产成为解决产能问题的最直接方法。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"09086":"华夏纳指-U","INTC":"英特尔","03086":"华夏纳指"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191369396","content_text":"7月16日讯，据知情人士透露，英特尔公司正在研究收购格芯（GlobalFoundries）的交易，此举将推动这家半导体巨头为其他科技公司生产更多芯片的计划，并被视为该公司有史以来最大的一笔收购。\n知情人士说，这笔交易对GlobalFoundries的估值可能在300亿美元左右。但并不能保证一定会成功，GlobalFoundries可能会按计划进行首次公开募股(IPO)。GlobalFoundries为阿布扎比政府投资机构穆巴达拉投资公司(Mubadala Investment Co.)所有，但总部设在美国。该公司发言人说，该公司没有与英特尔进行谈判。\n格芯为阿布扎比主权财富基金 Mubadala 投资公司所有，但总部设在美国。据研究机构集邦咨询（Trendforce）数据，按照营收计算，格芯在全球晶圆代工市场占据了约7%的市场份额，位于台积电、三星和联电之后。\n\n值得关注的是，格芯大客户中包括了英特尔的竞争对手AMD。在今年，双方达成了一项长期的芯片组件供应协议，其价值为16亿美元。这将大大加大英特尔的并购难度。\n英特尔首席执行官帕特·基辛格(Pat Gelsinger)在三月份表示，英特尔将重返晶圆厂代工，并宣布将投入超 200亿美元，扩大美国的晶圆生产设备，也会在海內外推动更多投资。\n此前有多家半导体企业宣布了扩产计划，例如台积电三年内投资1000亿美元用于扩大产能；韩国第二大芯片厂SK海力士千亿美元扩产计划获批。\n集邦咨询分析师乔安曾表示，全球半导体需求仍然强劲，加上车用半导体需求吃紧，导致晶圆代工各制程产能多半难求的市况下，交付周期延长。扩产成为解决产能问题的最直接方法。","news_type":1,"symbols_score_info":{"03086":0.9,"09086":0.9,"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":162421326,"gmtCreate":1624072131965,"gmtModify":1634011069294,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/162421326","repostId":"1156696708","repostType":4,"repost":{"id":"1156696708","kind":"news","pubTimestamp":1624063306,"share":"https://ttm.financial/m/news/1156696708?lang=&edition=full","pubTime":"2021-06-19 08:41","market":"us","language":"en","title":"Dow falls more than 500 points to close out its worst week since October","url":"https://stock-news.laohu8.com/highlight/detail?id=1156696708","media":"cnbc","summary":"Stocks fell on Friday, with theDow Jones Industrial Averageposting its worst weekly loss since Octob","content":"<div>\n<p>Stocks fell on Friday, with theDow Jones Industrial Averageposting its worst weekly loss since October, as traders worried the Federal Reserve could start raising rates sooner than expected.\nThe blue-...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/17/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>Dow falls more than 500 points to close out its worst week since October</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; 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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\">\nDow falls more than 500 points to close out its worst week since October\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-19 08:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/17/stock-market-futures-open-to-close-news.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks fell on Friday, with theDow Jones Industrial Averageposting its worst weekly loss since October, as traders worried the Federal Reserve could start raising rates sooner than expected.\nThe blue-...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/17/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.cnbc.com/2021/06/17/stock-market-futures-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1156696708","content_text":"Stocks fell on Friday, with theDow Jones Industrial Averageposting its worst weekly loss since October, as traders worried the Federal Reserve could start raising rates sooner than expected.\nThe blue-chip average dropped 533.37 points, or 1.6%, to 33,290.08. TheS&P 500slid 1.3% to 4,166.45. Both the Dow and S&P 500 hit their session lows in the final minutes of trading and closed around those levels. TheNasdaq Compositeclosed 0.9% lower at 14,030.38. Economic comeback plays led the market losses.\nFor the week, the 30-stock Dow lost 3.5%. The S&P 500 and Nasdaq were down by 1.9% and 0.2%, respectively, week to date.\nSt. Louis Federal Reserve President Jim Bullardtold CNBC's \"Squawk Box\"on Friday it was natural for the Fed to tilt a little \"hawkish\" this week and that the first rate increase from the central bank would likely come in 2022. His comments came after the Fed on Wednesday added two rate hikes to its 2023 forecast and increased its inflation projection for the year, putting pressure on stock prices.\n\"The fear held by some investors is that if the Fed tightens policy sooner than expected to help cool inflationary pressures, this could weigh on future economic growth,\" Truist Advisory Services chief market strategist Keith Lerner said in a note. To be sure, he added it would be premature to give up on the so-called value trade right now.\nPockets of the market most sensitive to the economic rebound led the sell-off this week. The S&P 500 energy sector and industrials dropped 5.2% and 3.8%, respectively, for the week. Financials and materials meanwhile, lost more than 6% each. These groups had been market leaders this year on the back of the economic reopening.\nThe decline in stocks came as the Fed's actions caused a drastic flattening of the so-called Treasury yield curve. This means the yields of shorter-duration Treasurys — like the 2-year note — rose while longer-duration yields like the benchmark 10-year declined. The retreat in long-dated bond yields reflects less optimism toward economic growth, while the jump in short-end yields shows the expectations of the Fed raising rates.\nThis phenomenon hurt bank stocks particularly as their earnings could take a hit when the spread between short-term and long-term rates narrows. Bank of America and JPMorgan Chase shares on Friday lost more than 2% each. Citigroup fell by 1.8%, posting its 12th straight daily decline.\nFed Chairman Jerome Powell said Wednesday that officials have discussed tapering bond buying and would at some point begin slowing the asset purchases.\n\"This week's first whiff of an eventual change in Fed policy was a reminder that emergency monetary conditions and the free-money era will ultimately end,\" strategists at MRB Partners wrote in a note. \"We expect a series of incremental retreats from the Fed's benign inflation outlook in the coming months.\"\nCommodity prices were underpressure this weekas China attempted to cool rising prices and as the U.S. dollar strengthens. Copper, gold and platinum fell once again on Friday.\nFriday also coincided with the quarterly \"quadruple witching\" in which options and futures on indexes and equities expire. This event may have contributed to more volatile trading during the session.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":872128249,"gmtCreate":1637460594064,"gmtModify":1637460594064,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872128249","repostId":"1193739210","repostType":4,"repost":{"id":"1193739210","kind":"news","pubTimestamp":1637457862,"share":"https://ttm.financial/m/news/1193739210?lang=&edition=full","pubTime":"2021-11-21 09:24","market":"us","language":"en","title":"Does Sono Group Have a Breakthrough Innovation That Could Put “Range Anxiety” to Bed?","url":"https://stock-news.laohu8.com/highlight/detail?id=1193739210","media":"Investorplace","summary":"In a blink-and-you-miss-it moment this week, one of the most interestingelectric vehicle (EV) startu","content":"<p>In a blink-and-you-miss-it moment this week, one of the most interesting<b><i>electric vehicle (EV) startups</i></b>in the worldwent publicthrough a super successful initial public offering (IPO).</p>\n<p>That company is the Germany-based&nbsp;<b>Sono Group</b>(NASDAQ:<b><u>SEV</u></b>) – a small EV company that’s unlike any other electric vehicle firm on the planet. This isn’t the next&nbsp;<b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>)<b>,</b>nor is it the next&nbsp;<b>Lucid</b>&nbsp;<b>Group</b>(NASDAQ:<b><u>LCID</u></b>) or&nbsp;<b>Rivian</b>(NASDAQ:<b><u>RIVN</u></b>)… and that’s by design.</p>\n<p>Because, while all those EV makers are making plug-in electric vehicles, Sono is making the world’s first<b>solar electric vehicle</b>, or “<b>SEV</b>.”</p>\n<p>Soaring 150%-plus from its $15 IPO price Wednesday, investors have sat up to take notice of this company that is helmed by a CEO barely out of university.</p>\n<p>Indeed, at age 26, Sono founder Laurin Hahn cuts a very different image than your typical CEO. Hahn’s an environmentalist and idealist at heart, which is why Sono’s goal isn’t just to sell cars, but to “implement an innovative CO2-neutral mobility concept.” Out of that vision comes the&nbsp;<b>Sion</b>– an understated, no-frills attempt at designing an effective solar EV for the masses.</p>\n<p>And unlike the glossy, leather-clad premium electric vehicles dominating most conversations around EVs, the Sion actually feels like a vehicle designed to put the world on the right path toward net-zero carbon emissions.</p>\n<p>To ensure its vision aligned with the needs of everyday drivers, the company’s signature vehicle – the Sion – had its users in mind from the very beginning. Everything from the color and upholstery of the car to the voltage and resulting range of the battery was voted on by a community of 15,000.</p>\n<p>As for its look, the Sion essentially replaces the exterior aluminum and paint on an electric car with 248 flexible solar modules that are perfectly adapted to the shape of the vehicle.</p>\n<p>The car looks, drives, and acts just like any other mass-market EV. But as it drives, it charges itself through these solar cells. There’s a still a battery at the core of the vehicle, but it doesn’t rely on being plugged in – the battery can be recharged by simply leaving it out in the sun.</p>\n<p>The huge value-add here, of course, is solving so-called EV “<b><i>range anxiety</i></b><i>,</i>” or the fear that EVs won’t be able to drive you as far as you need to go.</p>\n<p>To-date, such fears have proven very legitimate. After all, your typical EV today fetches around 250 miles of driving range. Your average gas car can travel up to 400 miles per tank. So, yes, EVs have historically been limiting in terms of how far they can travel.</p>\n<p>Sono Motors believes that its solar EV tech will fix this issue. And while it is a very innovative solution that we find super interesting, there’s just one small issue:<b>It doesn’t actually solve the “range anxiety” problem.</b></p>\n<p>Sono’s claim is that its solar cells collectively add about 70 miles of driving range to its Sion EV, which has a built-in driving range of 190 miles. Add it up, and even with these solar panels, the Sion still gets less than 300 miles of real-time driving range – much less than the 400 miles a gas-powered car fetches per tank.</p>\n<p>But solar technology is not static –it’s very dynamic. And right now, scientists across the globe are working on multiple solar technology breakthroughs to dramatically improve the performance of solar cells. One such promising breakthrough is the inclusion of perovskites in solar cells. Perovskites are a very flexible material, and therefore, could be included in Sono’s solar mobility tech to significantly improve the performance of these SEVs.</p>\n<p>In other words, while solar electric vehicles are cool, the underlying solar cell technology here is still many years away from being robust enough to actually solve EV range anxiety fears.</p>\n<p>That’s the bad news.</p>\n<p>The good news, though, is that we don’t even<i>need</i>solar electric vehicles to solve range anxiety…</p>\n<p>Because there is&nbsp;<b><i>another breakthrough battery technology being pioneered today</i></b>, which is ready to add not just 70 or 80 miles of driving range to an EV – but potentially thousands of miles of driving range to an EV, thereby allowing electric cars to travel as much as 10X as far as gas-powered cars on a single charge.</p>\n<p>These batteries are the future and will forever solve the EV “range anxiety” problem.</p>\n<p>It’s simple, really… With them, EVs will last forever.</p>\n<p>The technology behind these forever batteries is exceptionally complex – so complex, in fact, that no one has been able to make one big enough to power an electric car yet.</p>\n<p><b><i>But that’s changing right now</i></b>, as some companies in this space have – for the first time ever – built small-scale “forever batteries” that are working. Now, all these companies have to do is scale these batteries and make them bigger.</p>\n<p>Make no mistake. They’re going to do just that. And the companies behind this forever battery technology will turn into titans of the EV industry.</p>\n<p>Not to mention,<b>their stocks will score shareholders enormous returns.</b></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>Does Sono Group Have a Breakthrough Innovation That Could Put “Range Anxiety” to Bed?</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\">\nDoes Sono Group Have a Breakthrough Innovation That Could Put “Range Anxiety” to Bed?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-21 09:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/hypergrowthinvesting/2021/11/does-sono-group-have-a-breakthrough-innovation-that-could-put-range-anxiety-to-bed/><strong>Investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In a blink-and-you-miss-it moment this week, one of the most interestingelectric vehicle (EV) startupsin the worldwent publicthrough a super successful initial public offering (IPO).\nThat company is ...</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2021/11/does-sono-group-have-a-breakthrough-innovation-that-could-put-range-anxiety-to-bed/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/hypergrowthinvesting/2021/11/does-sono-group-have-a-breakthrough-innovation-that-could-put-range-anxiety-to-bed/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193739210","content_text":"In a blink-and-you-miss-it moment this week, one of the most interestingelectric vehicle (EV) startupsin the worldwent publicthrough a super successful initial public offering (IPO).\nThat company is the Germany-based Sono Group(NASDAQ:SEV) – a small EV company that’s unlike any other electric vehicle firm on the planet. This isn’t the next Tesla(NASDAQ:TSLA),nor is it the next Lucid Group(NASDAQ:LCID) or Rivian(NASDAQ:RIVN)… and that’s by design.\nBecause, while all those EV makers are making plug-in electric vehicles, Sono is making the world’s firstsolar electric vehicle, or “SEV.”\nSoaring 150%-plus from its $15 IPO price Wednesday, investors have sat up to take notice of this company that is helmed by a CEO barely out of university.\nIndeed, at age 26, Sono founder Laurin Hahn cuts a very different image than your typical CEO. Hahn’s an environmentalist and idealist at heart, which is why Sono’s goal isn’t just to sell cars, but to “implement an innovative CO2-neutral mobility concept.” Out of that vision comes the Sion– an understated, no-frills attempt at designing an effective solar EV for the masses.\nAnd unlike the glossy, leather-clad premium electric vehicles dominating most conversations around EVs, the Sion actually feels like a vehicle designed to put the world on the right path toward net-zero carbon emissions.\nTo ensure its vision aligned with the needs of everyday drivers, the company’s signature vehicle – the Sion – had its users in mind from the very beginning. Everything from the color and upholstery of the car to the voltage and resulting range of the battery was voted on by a community of 15,000.\nAs for its look, the Sion essentially replaces the exterior aluminum and paint on an electric car with 248 flexible solar modules that are perfectly adapted to the shape of the vehicle.\nThe car looks, drives, and acts just like any other mass-market EV. But as it drives, it charges itself through these solar cells. There’s a still a battery at the core of the vehicle, but it doesn’t rely on being plugged in – the battery can be recharged by simply leaving it out in the sun.\nThe huge value-add here, of course, is solving so-called EV “range anxiety,” or the fear that EVs won’t be able to drive you as far as you need to go.\nTo-date, such fears have proven very legitimate. After all, your typical EV today fetches around 250 miles of driving range. Your average gas car can travel up to 400 miles per tank. So, yes, EVs have historically been limiting in terms of how far they can travel.\nSono Motors believes that its solar EV tech will fix this issue. And while it is a very innovative solution that we find super interesting, there’s just one small issue:It doesn’t actually solve the “range anxiety” problem.\nSono’s claim is that its solar cells collectively add about 70 miles of driving range to its Sion EV, which has a built-in driving range of 190 miles. Add it up, and even with these solar panels, the Sion still gets less than 300 miles of real-time driving range – much less than the 400 miles a gas-powered car fetches per tank.\nBut solar technology is not static –it’s very dynamic. And right now, scientists across the globe are working on multiple solar technology breakthroughs to dramatically improve the performance of solar cells. One such promising breakthrough is the inclusion of perovskites in solar cells. Perovskites are a very flexible material, and therefore, could be included in Sono’s solar mobility tech to significantly improve the performance of these SEVs.\nIn other words, while solar electric vehicles are cool, the underlying solar cell technology here is still many years away from being robust enough to actually solve EV range anxiety fears.\nThat’s the bad news.\nThe good news, though, is that we don’t evenneedsolar electric vehicles to solve range anxiety…\nBecause there is another breakthrough battery technology being pioneered today, which is ready to add not just 70 or 80 miles of driving range to an EV – but potentially thousands of miles of driving range to an EV, thereby allowing electric cars to travel as much as 10X as far as gas-powered cars on a single charge.\nThese batteries are the future and will forever solve the EV “range anxiety” problem.\nIt’s simple, really… With them, EVs will last forever.\nThe technology behind these forever batteries is exceptionally complex – so complex, in fact, that no one has been able to make one big enough to power an electric car yet.\nBut that’s changing right now, as some companies in this space have – for the first time ever – built small-scale “forever batteries” that are working. Now, all these companies have to do is scale these batteries and make them bigger.\nMake no mistake. They’re going to do just that. And the companies behind this forever battery technology will turn into titans of the EV industry.\nNot to mention,their stocks will score shareholders enormous returns.","news_type":1,"symbols_score_info":{"SEV":0.9}},"isVote":1,"tweetType":1,"viewCount":2347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":173158401,"gmtCreate":1626649585003,"gmtModify":1633925364967,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/173158401","repostId":"1134210398","repostType":4,"repost":{"id":"1134210398","kind":"news","weMediaInfo":{"introduction":"创业与投资专业门户","home_visible":1,"media_name":"投资界","id":"1096839439","head_image":"https://static.tigerbbs.com/2531123ee54a22588d693ba65ab705b3"},"pubTimestamp":1626603399,"share":"https://ttm.financial/m/news/1134210398?lang=&edition=full","pubTime":"2021-07-18 18:16","market":"hk","language":"zh","title":"雷军，一口气投了3家美容仪公司","url":"https://stock-news.laohu8.com/highlight/detail?id=1134210398","media":"投资界","summary":"美容仪，这个看似小小的赛道正诞生一笔笔融资。\n\n雷军又出手了，投的赛道你可能想不到。\n投资界获悉，美容护理品牌inFace刚刚宣布获数千万元人民币Pre-A轮融资，由小米集团、顺为资本领投。令人惊讶的","content":"<blockquote>\n 美容仪，这个看似小小的赛道正诞生一笔笔融资。\n</blockquote>\n<p>雷军又出手了，投的赛道你可能想不到。</p>\n<p>投资界获悉，美容护理品牌inFace刚刚宣布获数千万元人民币Pre-A轮融资，由小米集团、顺为资本领投。令人惊讶的是，这是小米今年投的第三家美容硬件公司，此前还投了研发生发帽的可思美和推出洗脸仪的氧芬。</p>\n<p>至此，<b>小米的美容仪器版图</b>逐渐形成，涵盖了洁面、抗衰、紧致、祛痘、净肤、脱毛等众多品类。擅长做硬件的雷军，终于找到方向赚起了女生的钱。</p>\n<p>美容仪，这个不起眼的赛道火了，VC/PE涌入：就在这个月，美容仪品牌飞莫拿到了IDG资本独家投资，这是飞莫成立以来的第3轮融资；新锐品牌BIOLAB听研等也在今年完成了由天图投资领投的新一轮融资.....越来越多国产网红美容仪品牌正在诞生，抢占这个暴利的市场。</p>\n<p>美丽是一项永恒的事业，中国数以亿计爱美女性正缔造一个个造富神话。用VC的话来说，这是一个永不消失的风口，永远有下一个热点诞生。</p>\n<p><b>雷军又出手</b></p>\n<p><b>几天前，投了一个美容仪</b></p>\n<p>雷军，悄悄投了一家美容仪公司。</p>\n<p>这源于一则融资消息——7月16日，美容护理品牌inFace近期获数千万元人民币Pre-A轮融资，由小米集团、顺为资本领投，上一轮投资方芯跑资本以及战略伙伴追加投资。据悉，inFace仍在积极筹备下一轮融资。</p>\n<p>inFace有何来头？创立于2017年，inFace，是小米生态链公司米谷<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>旗下个人家用美护品牌。成立以来，公司为广大用户提供清洁、护理、抗初老等系列家用美容仪器及家庭美容护理整体解决方案，主打产品有洁面仪、黑头仪、直卷发梳和小气泡焕肤仪等。</p>\n<p><img src=\"https://static.tigerbbs.com/afef2cceb591e447fcd8e8958fa434e4\" tg-width=\"828\" tg-height=\"1200\" referrerpolicy=\"no-referrer\"></p>\n<p>这家从事美丽事业的公司背后，却是<b>一位男性创始人——肖音</b>。从哈尔滨师范大学毕业后，肖音先是按部就班地在北京一家教育公司工作。而后，他进入半导体企业杭州鸿星电子有限公司，担任销售总监一职。在鸿星电子担任高管期间，他主要负责公司战略制定、团队组建和项目管理等方面工作，并在电子制造领域结识一群志趣相投的朋友。</p>\n<p>只要有时间，肖音便和朋友们聚在一起研究创业的事情。无线充电、万能遥控器……都曾列入过他们的创业计划表，但一直没能敲定最终方向。一次在美国的出差经历，让肖音找到了目标——个护美容仪。当时，他偶然看到一块成本只有几百元的毛刷洁面仪，竟然买到了几千元。“虽说美护产品有一定的品牌溢价利润，但也不至于这么夸张。”肖音曾分享了他的惊讶发现。</p>\n<p>2017年，肖音来到供应链相对集中的深圳开始创业。创业第一年，米谷智能没有产品，没有营收，仅有4名成员；经过接近一年的研发和打磨，2018年1月米谷智能首款个护美容产品——inFace声波离子洁面仪上架小米众筹。仅用两周时间，该款产品的支持人数高达1.3万人，众筹金额341.45万元，达成率超过600%，成为小米众筹爆款。</p>\n<p>初战告捷，肖音开始考虑下一款产品朝着哪个方向走。为此，他还特意去皮肤科专家，了解皮肤问题的缘由。“我真正进入到这个行业后，才知道皮肤有这么多讲究。”于是，肖音继续带着团队埋头研究产品的设计和技术。</p>\n<p>随后两年时间，米谷智能相继推出了inFace声波洁面仪、inFace黄金美容棒、inFace黑头仪等产品。其中，inFace黑头仪上线14天销售额破千万，获得了超11万人的认可，成为新一代网红产品。</p>\n<p>成立4年时间里，米谷智能的产品线包括直发梳、脱毛仪等毛发类产品、洁面仪等皮肤类产品以及射频仪、美眼仪等抗初老产品。在今年618活动中，inFace直发梳在造型梳/离子梳/电动梳品类交易榜中排名第一。</p>\n<p><b>你可能想象不到，又一条赛道火爆</b></p>\n<p><b>VC/PE排队入场</b></p>\n<p>美容仪，这个看似小小的赛道正诞生一笔笔融资，你可能不知道，<b>inFace是雷军本年内投的第三家美容仪公司。</b></p>\n<p>今年1月，专注于医疗级家用健康消费品品牌COSBEAUTY可思美宣布完成B+轮近亿元融资，由小米领投，顺为资本、信之源跟投。早在2017年，深创投曾领投该公司B轮近亿元人民币融资。可思美也是一家专注研发女性美容健康类电子产品的开发商，成立于2013年5月。目前，公司代表产品有生发帽、超声波离子美容仪、脱毛仪、肌肤检测仪等。</p>\n<p>不久前，成立于2019年的宁波轻美电器科技有限公司获小米集团战略融资，具体投资额尚未披露。官网显示，该公司旗下主要品牌是专注净水细分领域的氧芬，其产品主要是一款养肤洗脸柔水仪。</p>\n<p>事实上，早在2017年小米集团和顺为资本便开始布局美容仪领域。2017年11月，光电美容品牌——AMIRO获得了由小米、顺为资本领投的千万级Pre-A轮融资，此前真格基金和太火鸟联合参与其天使轮融资。2015年7月，毕业于浙江大学计算机学院工业设计专业的王念欧创立了该品牌。</p>\n<p>刚刚开始的几年时间里，团队一直在攻克核心光源技术，发布了几款中高价档的高清日光镜产品。随后几年，该团队先后拓展了美体线的红光波脱毛仪和美容线的“时光机”射频美容仪。</p>\n<p>去年年底，AMIRO官宣了亿元级的B轮融资。这一次融资，不仅有老股东顺为资本继续跟随，还有达晨财智、弘晖资本、凯尔特亚洲、奥牛资本等投资机构的加持。</p>\n<p>2021年，VC/PE都涌现了这条赛道。3月，轻医美护肤品牌BIOLAB听研完成千万级Pre-A轮融资，由天图投资领投，宝捷会创新消费基金跟投。此前，听研曾获得来自宝捷会创新消费基金的天使轮投资。定位轻医美护肤品牌，BIOLAB听研产品线主要分为瞄准家用场景的轻医美科技护肤产品如家用水光注氧仪、冻干精华原液等，以及日常功效型产品如修护面膜、清洁啫喱等。</p>\n<p>7月，IDG资本独家投资了美容仪品牌飞莫。这家<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>背后是一位80后设计师Spark Cui。2005年，他进入江南大学学习工业设计专业；两年后，又考入荷兰艾恩霍芬理工大学，研修工业设计专业本科。回国后，Spark Cui选择进入<a href=\"https://laohu8.com/S/PHG\">飞利浦</a>研究院深造，负责超前研发。在此期间，他设计出的产品屡获红点等国际工业设计奖项。</p>\n<p>2017年，Spark Cui携手前<a href=\"https://laohu8.com/S/MSFT\">微软</a>研究院Martijn ten Bhömer博士，联手创立飞莫。自从2017年成立以来，飞莫先后推出洁面仪、水光仪、水光精华液、护肤等多款美容护肤产品。其热卖星品飞莫家用水光美容仪，成为2020年天猫水光仪单品销量Top1。</p>\n<p>从雷军到国内VC/PE，他们都在投这一个个小小的美容仪器。</p>\n<p><b>美容仪为什么火？</b></p>\n<p><b>Z世代撑起一个个美丽造富神话</b></p>\n<p>当Z世代开始“抗初老”，一个个财富神话诞生。</p>\n<p>《中国社会新人消费报告》指出，90后和00后消费者开始将美容仪、医美、保健品、运动健身等进行花式组合，以抵挡“衰老”带来的焦虑与不安。</p>\n<p>眼下，中国美容仪市场正在快速增长。根据市场研究公司英敏特在2020年11月发布的美容仪器报告，尽管2020年第一季度消费者购买力受到疫情影响，但恢复常态后，美容仪器市场再次实现快速增长。英敏特预计，2020年中国美容仪器市场总销售额同比去年增长21%，实现115亿元人民币。</p>\n<p>CBNData与天猫国际联合发布的《2020线上家用美容仪消费洞察报告》显示了一个进一步说明这一点的数据：在家用美容仪的典型消费群体中，30%的Z世代选择购入美容仪，对装备进行升级，在家享受躺着也变美的乐趣。</p>\n<p>今年，医美板块的持续暴涨已经持续了3个月，处在产业链上游的三大龙头——<b><a href=\"https://laohu8.com/S/300896\">爱美客</a>、<a href=\"https://laohu8.com/S/688366\">昊海生科</a>、<a href=\"https://laohu8.com/S/688363\">华熙生物</a></b>，涨幅更是分别达到了81%、104%、72%，甚至二级市场越来越多的上市公司开始贴医美的概念标签，一沾医美、股价飞涨之势。</p>\n<p>在医美行业，玻尿酸的暴利人尽皆知，而最近，“喝了就能变美”的<b>食用玻尿酸</b>风潮兴起。今年1月7日，国家卫生健康委发布公告称，透明质酸钠作为新的食品添加剂成分的审查通过，各方玩家闻风而动，华熙生物很快推出了首款玻尿酸饮用水品牌“水肌泉”，各类食品公司、保健品公司也行动起来，如汉口二厂推出了玻尿酸气泡水“哈水”、 养代餐食品品牌WonderLab上市首款口服玻尿酸软糖……</p>\n<p>除了美容仪，进入2021年，<b>护肤、彩妆类的融资</b>更是快马加鞭。据不完全统计，仅今年上半年，美妆个护品类的融资超过45起，红杉中国、高瓴创投、IDG资本、Coatue、五源资本、CPE源峰、天图投资、源码资本、弘毅创投、清流资本、创新工场、真格基金等VC/PE纷纷入局，甚至<a href=\"https://laohu8.com/S/00700\">腾讯</a>、字节跳动、B站等都在重押。</p>\n<p>今年1月，溪木源完成数千万元的B轮融资，投资方Coatue、弘毅创投，这是其在一年多的时间内连续获得的第6轮融资，火爆程度可以想见。溪木源成立于2019年，此前的投资方还包括真格基金、雪湖资本等。</p>\n<p>男士护肤品牌理然也在今年完成了3轮融资，今年1月，完成M31资本、五源资本、<a href=\"https://laohu8.com/S/SHI.UK\">SIG</a>和虎扑的1.5亿元B轮融资，3个月后的B+轮金额3亿，新股东包括B站和红点中国，就在这个月，B站再度加码。而它的频频容易，也带动了整个<b>男士护肤的投资潮</b>，如Tabula Rasa、蓝系等。</p>\n<p>这是当下轰轰烈烈的颜值经济的产物。随着2020年完美日记成功IPO，个护美妆的国货之光一个个崛起，在这个庞大的市场，所有人都带上了瞄准镜，正细心寻找下一个完美日记。</p>","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雷军，一口气投了3家美容仪公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1096839439\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/2531123ee54a22588d693ba65ab705b3);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">投资界 </p>\n<p class=\"h-time\">2021-07-18 18:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 美容仪，这个看似小小的赛道正诞生一笔笔融资。\n</blockquote>\n<p>雷军又出手了，投的赛道你可能想不到。</p>\n<p>投资界获悉，美容护理品牌inFace刚刚宣布获数千万元人民币Pre-A轮融资，由小米集团、顺为资本领投。令人惊讶的是，这是小米今年投的第三家美容硬件公司，此前还投了研发生发帽的可思美和推出洗脸仪的氧芬。</p>\n<p>至此，<b>小米的美容仪器版图</b>逐渐形成，涵盖了洁面、抗衰、紧致、祛痘、净肤、脱毛等众多品类。擅长做硬件的雷军，终于找到方向赚起了女生的钱。</p>\n<p>美容仪，这个不起眼的赛道火了，VC/PE涌入：就在这个月，美容仪品牌飞莫拿到了IDG资本独家投资，这是飞莫成立以来的第3轮融资；新锐品牌BIOLAB听研等也在今年完成了由天图投资领投的新一轮融资.....越来越多国产网红美容仪品牌正在诞生，抢占这个暴利的市场。</p>\n<p>美丽是一项永恒的事业，中国数以亿计爱美女性正缔造一个个造富神话。用VC的话来说，这是一个永不消失的风口，永远有下一个热点诞生。</p>\n<p><b>雷军又出手</b></p>\n<p><b>几天前，投了一个美容仪</b></p>\n<p>雷军，悄悄投了一家美容仪公司。</p>\n<p>这源于一则融资消息——7月16日，美容护理品牌inFace近期获数千万元人民币Pre-A轮融资，由小米集团、顺为资本领投，上一轮投资方芯跑资本以及战略伙伴追加投资。据悉，inFace仍在积极筹备下一轮融资。</p>\n<p>inFace有何来头？创立于2017年，inFace，是小米生态链公司米谷<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>旗下个人家用美护品牌。成立以来，公司为广大用户提供清洁、护理、抗初老等系列家用美容仪器及家庭美容护理整体解决方案，主打产品有洁面仪、黑头仪、直卷发梳和小气泡焕肤仪等。</p>\n<p><img src=\"https://static.tigerbbs.com/afef2cceb591e447fcd8e8958fa434e4\" tg-width=\"828\" tg-height=\"1200\" referrerpolicy=\"no-referrer\"></p>\n<p>这家从事美丽事业的公司背后，却是<b>一位男性创始人——肖音</b>。从哈尔滨师范大学毕业后，肖音先是按部就班地在北京一家教育公司工作。而后，他进入半导体企业杭州鸿星电子有限公司，担任销售总监一职。在鸿星电子担任高管期间，他主要负责公司战略制定、团队组建和项目管理等方面工作，并在电子制造领域结识一群志趣相投的朋友。</p>\n<p>只要有时间，肖音便和朋友们聚在一起研究创业的事情。无线充电、万能遥控器……都曾列入过他们的创业计划表，但一直没能敲定最终方向。一次在美国的出差经历，让肖音找到了目标——个护美容仪。当时，他偶然看到一块成本只有几百元的毛刷洁面仪，竟然买到了几千元。“虽说美护产品有一定的品牌溢价利润，但也不至于这么夸张。”肖音曾分享了他的惊讶发现。</p>\n<p>2017年，肖音来到供应链相对集中的深圳开始创业。创业第一年，米谷智能没有产品，没有营收，仅有4名成员；经过接近一年的研发和打磨，2018年1月米谷智能首款个护美容产品——inFace声波离子洁面仪上架小米众筹。仅用两周时间，该款产品的支持人数高达1.3万人，众筹金额341.45万元，达成率超过600%，成为小米众筹爆款。</p>\n<p>初战告捷，肖音开始考虑下一款产品朝着哪个方向走。为此，他还特意去皮肤科专家，了解皮肤问题的缘由。“我真正进入到这个行业后，才知道皮肤有这么多讲究。”于是，肖音继续带着团队埋头研究产品的设计和技术。</p>\n<p>随后两年时间，米谷智能相继推出了inFace声波洁面仪、inFace黄金美容棒、inFace黑头仪等产品。其中，inFace黑头仪上线14天销售额破千万，获得了超11万人的认可，成为新一代网红产品。</p>\n<p>成立4年时间里，米谷智能的产品线包括直发梳、脱毛仪等毛发类产品、洁面仪等皮肤类产品以及射频仪、美眼仪等抗初老产品。在今年618活动中，inFace直发梳在造型梳/离子梳/电动梳品类交易榜中排名第一。</p>\n<p><b>你可能想象不到，又一条赛道火爆</b></p>\n<p><b>VC/PE排队入场</b></p>\n<p>美容仪，这个看似小小的赛道正诞生一笔笔融资，你可能不知道，<b>inFace是雷军本年内投的第三家美容仪公司。</b></p>\n<p>今年1月，专注于医疗级家用健康消费品品牌COSBEAUTY可思美宣布完成B+轮近亿元融资，由小米领投，顺为资本、信之源跟投。早在2017年，深创投曾领投该公司B轮近亿元人民币融资。可思美也是一家专注研发女性美容健康类电子产品的开发商，成立于2013年5月。目前，公司代表产品有生发帽、超声波离子美容仪、脱毛仪、肌肤检测仪等。</p>\n<p>不久前，成立于2019年的宁波轻美电器科技有限公司获小米集团战略融资，具体投资额尚未披露。官网显示，该公司旗下主要品牌是专注净水细分领域的氧芬，其产品主要是一款养肤洗脸柔水仪。</p>\n<p>事实上，早在2017年小米集团和顺为资本便开始布局美容仪领域。2017年11月，光电美容品牌——AMIRO获得了由小米、顺为资本领投的千万级Pre-A轮融资，此前真格基金和太火鸟联合参与其天使轮融资。2015年7月，毕业于浙江大学计算机学院工业设计专业的王念欧创立了该品牌。</p>\n<p>刚刚开始的几年时间里，团队一直在攻克核心光源技术，发布了几款中高价档的高清日光镜产品。随后几年，该团队先后拓展了美体线的红光波脱毛仪和美容线的“时光机”射频美容仪。</p>\n<p>去年年底，AMIRO官宣了亿元级的B轮融资。这一次融资，不仅有老股东顺为资本继续跟随，还有达晨财智、弘晖资本、凯尔特亚洲、奥牛资本等投资机构的加持。</p>\n<p>2021年，VC/PE都涌现了这条赛道。3月，轻医美护肤品牌BIOLAB听研完成千万级Pre-A轮融资，由天图投资领投，宝捷会创新消费基金跟投。此前，听研曾获得来自宝捷会创新消费基金的天使轮投资。定位轻医美护肤品牌，BIOLAB听研产品线主要分为瞄准家用场景的轻医美科技护肤产品如家用水光注氧仪、冻干精华原液等，以及日常功效型产品如修护面膜、清洁啫喱等。</p>\n<p>7月，IDG资本独家投资了美容仪品牌飞莫。这家<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>背后是一位80后设计师Spark Cui。2005年，他进入江南大学学习工业设计专业；两年后，又考入荷兰艾恩霍芬理工大学，研修工业设计专业本科。回国后，Spark Cui选择进入<a href=\"https://laohu8.com/S/PHG\">飞利浦</a>研究院深造，负责超前研发。在此期间，他设计出的产品屡获红点等国际工业设计奖项。</p>\n<p>2017年，Spark Cui携手前<a href=\"https://laohu8.com/S/MSFT\">微软</a>研究院Martijn ten Bhömer博士，联手创立飞莫。自从2017年成立以来，飞莫先后推出洁面仪、水光仪、水光精华液、护肤等多款美容护肤产品。其热卖星品飞莫家用水光美容仪，成为2020年天猫水光仪单品销量Top1。</p>\n<p>从雷军到国内VC/PE，他们都在投这一个个小小的美容仪器。</p>\n<p><b>美容仪为什么火？</b></p>\n<p><b>Z世代撑起一个个美丽造富神话</b></p>\n<p>当Z世代开始“抗初老”，一个个财富神话诞生。</p>\n<p>《中国社会新人消费报告》指出，90后和00后消费者开始将美容仪、医美、保健品、运动健身等进行花式组合，以抵挡“衰老”带来的焦虑与不安。</p>\n<p>眼下，中国美容仪市场正在快速增长。根据市场研究公司英敏特在2020年11月发布的美容仪器报告，尽管2020年第一季度消费者购买力受到疫情影响，但恢复常态后，美容仪器市场再次实现快速增长。英敏特预计，2020年中国美容仪器市场总销售额同比去年增长21%，实现115亿元人民币。</p>\n<p>CBNData与天猫国际联合发布的《2020线上家用美容仪消费洞察报告》显示了一个进一步说明这一点的数据：在家用美容仪的典型消费群体中，30%的Z世代选择购入美容仪，对装备进行升级，在家享受躺着也变美的乐趣。</p>\n<p>今年，医美板块的持续暴涨已经持续了3个月，处在产业链上游的三大龙头——<b><a href=\"https://laohu8.com/S/300896\">爱美客</a>、<a href=\"https://laohu8.com/S/688366\">昊海生科</a>、<a href=\"https://laohu8.com/S/688363\">华熙生物</a></b>，涨幅更是分别达到了81%、104%、72%，甚至二级市场越来越多的上市公司开始贴医美的概念标签，一沾医美、股价飞涨之势。</p>\n<p>在医美行业，玻尿酸的暴利人尽皆知，而最近，“喝了就能变美”的<b>食用玻尿酸</b>风潮兴起。今年1月7日，国家卫生健康委发布公告称，透明质酸钠作为新的食品添加剂成分的审查通过，各方玩家闻风而动，华熙生物很快推出了首款玻尿酸饮用水品牌“水肌泉”，各类食品公司、保健品公司也行动起来，如汉口二厂推出了玻尿酸气泡水“哈水”、 养代餐食品品牌WonderLab上市首款口服玻尿酸软糖……</p>\n<p>除了美容仪，进入2021年，<b>护肤、彩妆类的融资</b>更是快马加鞭。据不完全统计，仅今年上半年，美妆个护品类的融资超过45起，红杉中国、高瓴创投、IDG资本、Coatue、五源资本、CPE源峰、天图投资、源码资本、弘毅创投、清流资本、创新工场、真格基金等VC/PE纷纷入局，甚至<a href=\"https://laohu8.com/S/00700\">腾讯</a>、字节跳动、B站等都在重押。</p>\n<p>今年1月，溪木源完成数千万元的B轮融资，投资方Coatue、弘毅创投，这是其在一年多的时间内连续获得的第6轮融资，火爆程度可以想见。溪木源成立于2019年，此前的投资方还包括真格基金、雪湖资本等。</p>\n<p>男士护肤品牌理然也在今年完成了3轮融资，今年1月，完成M31资本、五源资本、<a href=\"https://laohu8.com/S/SHI.UK\">SIG</a>和虎扑的1.5亿元B轮融资，3个月后的B+轮金额3亿，新股东包括B站和红点中国，就在这个月，B站再度加码。而它的频频容易，也带动了整个<b>男士护肤的投资潮</b>，如Tabula Rasa、蓝系等。</p>\n<p>这是当下轰轰烈烈的颜值经济的产物。随着2020年完美日记成功IPO，个护美妆的国货之光一个个崛起，在这个庞大的市场，所有人都带上了瞄准镜，正细心寻找下一个完美日记。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3e8a0e70f95b899383eec04529a52345","relate_stocks":{"01810":"小米集团-W","KC":"金山云"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134210398","content_text":"美容仪，这个看似小小的赛道正诞生一笔笔融资。\n\n雷军又出手了，投的赛道你可能想不到。\n投资界获悉，美容护理品牌inFace刚刚宣布获数千万元人民币Pre-A轮融资，由小米集团、顺为资本领投。令人惊讶的是，这是小米今年投的第三家美容硬件公司，此前还投了研发生发帽的可思美和推出洗脸仪的氧芬。\n至此，小米的美容仪器版图逐渐形成，涵盖了洁面、抗衰、紧致、祛痘、净肤、脱毛等众多品类。擅长做硬件的雷军，终于找到方向赚起了女生的钱。\n美容仪，这个不起眼的赛道火了，VC/PE涌入：就在这个月，美容仪品牌飞莫拿到了IDG资本独家投资，这是飞莫成立以来的第3轮融资；新锐品牌BIOLAB听研等也在今年完成了由天图投资领投的新一轮融资.....越来越多国产网红美容仪品牌正在诞生，抢占这个暴利的市场。\n美丽是一项永恒的事业，中国数以亿计爱美女性正缔造一个个造富神话。用VC的话来说，这是一个永不消失的风口，永远有下一个热点诞生。\n雷军又出手\n几天前，投了一个美容仪\n雷军，悄悄投了一家美容仪公司。\n这源于一则融资消息——7月16日，美容护理品牌inFace近期获数千万元人民币Pre-A轮融资，由小米集团、顺为资本领投，上一轮投资方芯跑资本以及战略伙伴追加投资。据悉，inFace仍在积极筹备下一轮融资。\ninFace有何来头？创立于2017年，inFace，是小米生态链公司米谷智能旗下个人家用美护品牌。成立以来，公司为广大用户提供清洁、护理、抗初老等系列家用美容仪器及家庭美容护理整体解决方案，主打产品有洁面仪、黑头仪、直卷发梳和小气泡焕肤仪等。\n\n这家从事美丽事业的公司背后，却是一位男性创始人——肖音。从哈尔滨师范大学毕业后，肖音先是按部就班地在北京一家教育公司工作。而后，他进入半导体企业杭州鸿星电子有限公司，担任销售总监一职。在鸿星电子担任高管期间，他主要负责公司战略制定、团队组建和项目管理等方面工作，并在电子制造领域结识一群志趣相投的朋友。\n只要有时间，肖音便和朋友们聚在一起研究创业的事情。无线充电、万能遥控器……都曾列入过他们的创业计划表，但一直没能敲定最终方向。一次在美国的出差经历，让肖音找到了目标——个护美容仪。当时，他偶然看到一块成本只有几百元的毛刷洁面仪，竟然买到了几千元。“虽说美护产品有一定的品牌溢价利润，但也不至于这么夸张。”肖音曾分享了他的惊讶发现。\n2017年，肖音来到供应链相对集中的深圳开始创业。创业第一年，米谷智能没有产品，没有营收，仅有4名成员；经过接近一年的研发和打磨，2018年1月米谷智能首款个护美容产品——inFace声波离子洁面仪上架小米众筹。仅用两周时间，该款产品的支持人数高达1.3万人，众筹金额341.45万元，达成率超过600%，成为小米众筹爆款。\n初战告捷，肖音开始考虑下一款产品朝着哪个方向走。为此，他还特意去皮肤科专家，了解皮肤问题的缘由。“我真正进入到这个行业后，才知道皮肤有这么多讲究。”于是，肖音继续带着团队埋头研究产品的设计和技术。\n随后两年时间，米谷智能相继推出了inFace声波洁面仪、inFace黄金美容棒、inFace黑头仪等产品。其中，inFace黑头仪上线14天销售额破千万，获得了超11万人的认可，成为新一代网红产品。\n成立4年时间里，米谷智能的产品线包括直发梳、脱毛仪等毛发类产品、洁面仪等皮肤类产品以及射频仪、美眼仪等抗初老产品。在今年618活动中，inFace直发梳在造型梳/离子梳/电动梳品类交易榜中排名第一。\n你可能想象不到，又一条赛道火爆\nVC/PE排队入场\n美容仪，这个看似小小的赛道正诞生一笔笔融资，你可能不知道，inFace是雷军本年内投的第三家美容仪公司。\n今年1月，专注于医疗级家用健康消费品品牌COSBEAUTY可思美宣布完成B+轮近亿元融资，由小米领投，顺为资本、信之源跟投。早在2017年，深创投曾领投该公司B轮近亿元人民币融资。可思美也是一家专注研发女性美容健康类电子产品的开发商，成立于2013年5月。目前，公司代表产品有生发帽、超声波离子美容仪、脱毛仪、肌肤检测仪等。\n不久前，成立于2019年的宁波轻美电器科技有限公司获小米集团战略融资，具体投资额尚未披露。官网显示，该公司旗下主要品牌是专注净水细分领域的氧芬，其产品主要是一款养肤洗脸柔水仪。\n事实上，早在2017年小米集团和顺为资本便开始布局美容仪领域。2017年11月，光电美容品牌——AMIRO获得了由小米、顺为资本领投的千万级Pre-A轮融资，此前真格基金和太火鸟联合参与其天使轮融资。2015年7月，毕业于浙江大学计算机学院工业设计专业的王念欧创立了该品牌。\n刚刚开始的几年时间里，团队一直在攻克核心光源技术，发布了几款中高价档的高清日光镜产品。随后几年，该团队先后拓展了美体线的红光波脱毛仪和美容线的“时光机”射频美容仪。\n去年年底，AMIRO官宣了亿元级的B轮融资。这一次融资，不仅有老股东顺为资本继续跟随，还有达晨财智、弘晖资本、凯尔特亚洲、奥牛资本等投资机构的加持。\n2021年，VC/PE都涌现了这条赛道。3月，轻医美护肤品牌BIOLAB听研完成千万级Pre-A轮融资，由天图投资领投，宝捷会创新消费基金跟投。此前，听研曾获得来自宝捷会创新消费基金的天使轮投资。定位轻医美护肤品牌，BIOLAB听研产品线主要分为瞄准家用场景的轻医美科技护肤产品如家用水光注氧仪、冻干精华原液等，以及日常功效型产品如修护面膜、清洁啫喱等。\n7月，IDG资本独家投资了美容仪品牌飞莫。这家创业公司背后是一位80后设计师Spark Cui。2005年，他进入江南大学学习工业设计专业；两年后，又考入荷兰艾恩霍芬理工大学，研修工业设计专业本科。回国后，Spark Cui选择进入飞利浦研究院深造，负责超前研发。在此期间，他设计出的产品屡获红点等国际工业设计奖项。\n2017年，Spark Cui携手前微软研究院Martijn ten Bhömer博士，联手创立飞莫。自从2017年成立以来，飞莫先后推出洁面仪、水光仪、水光精华液、护肤等多款美容护肤产品。其热卖星品飞莫家用水光美容仪，成为2020年天猫水光仪单品销量Top1。\n从雷军到国内VC/PE，他们都在投这一个个小小的美容仪器。\n美容仪为什么火？\nZ世代撑起一个个美丽造富神话\n当Z世代开始“抗初老”，一个个财富神话诞生。\n《中国社会新人消费报告》指出，90后和00后消费者开始将美容仪、医美、保健品、运动健身等进行花式组合，以抵挡“衰老”带来的焦虑与不安。\n眼下，中国美容仪市场正在快速增长。根据市场研究公司英敏特在2020年11月发布的美容仪器报告，尽管2020年第一季度消费者购买力受到疫情影响，但恢复常态后，美容仪器市场再次实现快速增长。英敏特预计，2020年中国美容仪器市场总销售额同比去年增长21%，实现115亿元人民币。\nCBNData与天猫国际联合发布的《2020线上家用美容仪消费洞察报告》显示了一个进一步说明这一点的数据：在家用美容仪的典型消费群体中，30%的Z世代选择购入美容仪，对装备进行升级，在家享受躺着也变美的乐趣。\n今年，医美板块的持续暴涨已经持续了3个月，处在产业链上游的三大龙头——爱美客、昊海生科、华熙生物，涨幅更是分别达到了81%、104%、72%，甚至二级市场越来越多的上市公司开始贴医美的概念标签，一沾医美、股价飞涨之势。\n在医美行业，玻尿酸的暴利人尽皆知，而最近，“喝了就能变美”的食用玻尿酸风潮兴起。今年1月7日，国家卫生健康委发布公告称，透明质酸钠作为新的食品添加剂成分的审查通过，各方玩家闻风而动，华熙生物很快推出了首款玻尿酸饮用水品牌“水肌泉”，各类食品公司、保健品公司也行动起来，如汉口二厂推出了玻尿酸气泡水“哈水”、 养代餐食品品牌WonderLab上市首款口服玻尿酸软糖……\n除了美容仪，进入2021年，护肤、彩妆类的融资更是快马加鞭。据不完全统计，仅今年上半年，美妆个护品类的融资超过45起，红杉中国、高瓴创投、IDG资本、Coatue、五源资本、CPE源峰、天图投资、源码资本、弘毅创投、清流资本、创新工场、真格基金等VC/PE纷纷入局，甚至腾讯、字节跳动、B站等都在重押。\n今年1月，溪木源完成数千万元的B轮融资，投资方Coatue、弘毅创投，这是其在一年多的时间内连续获得的第6轮融资，火爆程度可以想见。溪木源成立于2019年，此前的投资方还包括真格基金、雪湖资本等。\n男士护肤品牌理然也在今年完成了3轮融资，今年1月，完成M31资本、五源资本、SIG和虎扑的1.5亿元B轮融资，3个月后的B+轮金额3亿，新股东包括B站和红点中国，就在这个月，B站再度加码。而它的频频容易，也带动了整个男士护肤的投资潮，如Tabula Rasa、蓝系等。\n这是当下轰轰烈烈的颜值经济的产物。随着2020年完美日记成功IPO，个护美妆的国货之光一个个崛起，在这个庞大的市场，所有人都带上了瞄准镜，正细心寻找下一个完美日记。","news_type":1,"symbols_score_info":{"01810":0.9,"KC":0.9}},"isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":154625221,"gmtCreate":1625526626063,"gmtModify":1633940083977,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"阅","listText":"阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/154625221","repostId":"2148388429","repostType":4,"repost":{"id":"2148388429","kind":"highlight","weMediaInfo":{"introduction":"时代财经是“南方传媒”新媒体转型,寻求新的产业风口的重磅财经新闻产品。在当下财经资讯泛滥的市场中,时代财经只创作和精选深度财经新闻","home_visible":1,"media_name":"时代财经","id":"1083162684","head_image":"https://static.tigerbbs.com/0e46aca849659e0b62b7d019d1950408"},"pubTimestamp":1625465503,"share":"https://ttm.financial/m/news/2148388429?lang=&edition=full","pubTime":"2021-07-05 14:11","market":"sh","language":"zh","title":"越骂越火！造车新势力为何总让人又爱又恨？","url":"https://stock-news.laohu8.com/highlight/detail?id=2148388429","media":"时代财经","summary":"据7月2日特斯拉官方消息，其2021年Q2新车交付量突破20万辆大关，创下特斯拉新的季度销量记录。而特斯拉虽然暂未公布具体在华6月销量数据，但其全球Q2整体销量亦达到新高度。聚焦蔚来、理想以及小鹏，三家车企均在6月实现销量记录突破。与此同时，理想汽车6月新增订单量超过1万，创下历史新高。","content":"<blockquote>\n 新势力称霸25万元以上自主品牌新能源车市场。\n</blockquote>\n<p>“天天看<a href=\"https://laohu8.com/S/WB\">微博</a>，我也觉得公司快倒闭了。必须打开后台去看看订单和交付量，才能找到活下去的希望。”</p>\n<p>日前，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>创始人兼CEO李想在社交平台上发表评论，抒发其对网络负面舆论环境的无可奈何，同时还宣传了公司正处良好的经营势头。李想的“凡学”并非空口说白话，据近日时代财经从车企官方了解到的数据，理想汽车6月交付7713辆理想ONE，创下历史新高。</p>\n<p>在网络上负面声音此起彼伏，但销量节节攀升的还有<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。据7月2日特斯拉官方消息，其2021年Q2新车交付量突破20万辆大关，创下特斯拉新的季度销量记录。虽然不同区域市场的具体销量占比未有公布，但考虑到疫情下海内外生产、消费环境差异，预计中国市场的销量占比值得期待。</p>\n<p>与传统车企相比，以特斯拉、理想、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏等为代表的新势力在国内市场受到的关注显然更高，但据时代财经梳理，若从销量维度出发，实际上传统车企依然是新能源车市主力。如此分化在传统燃油车时代不曾出现，可能将成为国内电动车市场的一道分水岭。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b988cbbdb4561d6733f929dcda686684\" tg-width=\"1266\" tg-height=\"712\"><span>图片来源：车企官图</span></p>\n<p><b>“蔚小理”6月销量齐创纪录</b></p>\n<p>在刚刚过去的6月，新势力代表——蔚来、理想、小鹏均延续年内持续走高的销量势头。而特斯拉虽然暂未公布具体在华6月销量数据，但其全球Q2整体销量亦达到新高度。</p>\n<p>聚焦蔚来、理想以及小鹏，三家车企均在6月实现销量记录突破。</p>\n<p>据悉，蔚来6月交付量首次突破8000台，达8083台，环比增长20.4%，同比增长116.1%，创历史新高。二季度共交付21896台，连续五个季度正增长，上半年蔚来共交付41956台，达到去年全年交付量的95.9%。</p>\n<p>理想汽车则在唯一在售车型理想ONE完成改款后实现爆发，达7713辆的6月销量同比2020年6月增长320.6%，环比2021年5月增长78.4%，创单月交付量新纪录。与此同时，理想汽车6月新增订单量超过1万，创下历史新高。</p>\n<p>至于<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>，其6月交付量达到6565台，环比增长15%，同比增长617%，二季度交付总量达17398台，今年上半年累计交付30738台，交付量已超去年全年。此外，小鹏汽车还在6月交付了4730台小鹏P7，为P7发布以来的最高月交付量。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7da44cc4bf0834b1b76186e83e6b39a1\" tg-width=\"1270\" tg-height=\"619\"><span>小鹏P7 图片来源：小鹏官方</span></p>\n<p>单从数据出发，虽然以上头部新势力车企的销量涨势喜人，但与主流传统车企相比，并未呈现压倒性优势，个别甚至稍逊一筹。</p>\n<p>由于<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、广汽埃安等车企尚未发布6月销量数据，但仅以5月及1-5月累计数据作参考，已可体现传统车企在新能源市场仍占据主流地位。数据显示，比亚迪新能源汽车5月销量为31681辆，1-5月累计销量达113213辆；广汽埃安5月销量8416辆，1-5月累计销量达34374辆。</p>\n<p><b>价格分水岭渐现</b></p>\n<p>“现在国产电动车市场是新势力高端占优，传统车企霸占中低端市场。”7月4日，国内某主流新能源车企市场部人士向时代财经指出，若以特斯拉Model 3约25万元的价格为分割，新势力盘踞价格再往上的市场，价格往下的市场则被传统车企垄断。</p>\n<p>“传统车企不是对25万元以上的价格市场没有想法，例如广汽埃安的LX、上汽荣威的Marvel X，但市场反应都不太理想。”上述人士补充称，目前传统车企中高端化做得比较高的比亚迪汉同样以25万元以内市场为主，“现在就看吉利下的极氪001、上汽下的智己以及东风下的岚图FREE能不能带来改变”。</p>\n<p>据时代财经梳理，若从续航、加速甚至智能化表现等产品基础素质考量，传统车企的新能源车与蔚来、理想、小鹏等新势力未呈现出巨大的差距。例如，“新势力三驾马车”中目前纯电续航能力（NEDC工况）最长的是小鹏汽车P7（后驱超长续航智行版），达706km，而广汽埃安LX的巡航最长也已经达到650km。</p>\n<p>在账面产品力未有质的差距之下，普通消费者在25万以上价格市场更青睐“蔚小理”，无疑与后者高端品牌形象渐成有关。</p>\n<p>据此，传统车企若希望在中高端市场实现突破，除产品力层面上的持续创新，如何建立更高端的形象同样关键，其中，提升市场声量更是当务之急。正如前文所述，特斯拉、理想等虽然近期负面声音缠身，但事实上这也是品牌热度高的一种体现，相比之下，长期默默无闻的一系列传统车企所面临的市场处境，或更加消极。</p>\n<p>“汽车产业目前处于变革期，新能源汽车市场目前市场份额仍较低，所以总量上肯定不及传统车企，但新能源汽车的发展潜力巨大，未来将会完全替代传统燃油车。”正如资深汽车行业分析师任万付7月2日接受时代财经采访时表示，电动化不仅给予了国内车企在体量上追赶国际巨头的机会，还是自主品牌高端化的契机。从目前的情况看，“造车新势力”已成功抓住机会成为各方关注焦点，传统车企还需继续努力。</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>越骂越火！造车新势力为何总让人又爱又恨？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n越骂越火！造车新势力为何总让人又爱又恨？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1083162684\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/0e46aca849659e0b62b7d019d1950408);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">时代财经 </p>\n<p class=\"h-time\">2021-07-05 14:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 新势力称霸25万元以上自主品牌新能源车市场。\n</blockquote>\n<p>“天天看<a href=\"https://laohu8.com/S/WB\">微博</a>，我也觉得公司快倒闭了。必须打开后台去看看订单和交付量，才能找到活下去的希望。”</p>\n<p>日前，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>创始人兼CEO李想在社交平台上发表评论，抒发其对网络负面舆论环境的无可奈何，同时还宣传了公司正处良好的经营势头。李想的“凡学”并非空口说白话，据近日时代财经从车企官方了解到的数据，理想汽车6月交付7713辆理想ONE，创下历史新高。</p>\n<p>在网络上负面声音此起彼伏，但销量节节攀升的还有<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。据7月2日特斯拉官方消息，其2021年Q2新车交付量突破20万辆大关，创下特斯拉新的季度销量记录。虽然不同区域市场的具体销量占比未有公布，但考虑到疫情下海内外生产、消费环境差异，预计中国市场的销量占比值得期待。</p>\n<p>与传统车企相比，以特斯拉、理想、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏等为代表的新势力在国内市场受到的关注显然更高，但据时代财经梳理，若从销量维度出发，实际上传统车企依然是新能源车市主力。如此分化在传统燃油车时代不曾出现，可能将成为国内电动车市场的一道分水岭。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b988cbbdb4561d6733f929dcda686684\" tg-width=\"1266\" tg-height=\"712\"><span>图片来源：车企官图</span></p>\n<p><b>“蔚小理”6月销量齐创纪录</b></p>\n<p>在刚刚过去的6月，新势力代表——蔚来、理想、小鹏均延续年内持续走高的销量势头。而特斯拉虽然暂未公布具体在华6月销量数据，但其全球Q2整体销量亦达到新高度。</p>\n<p>聚焦蔚来、理想以及小鹏，三家车企均在6月实现销量记录突破。</p>\n<p>据悉，蔚来6月交付量首次突破8000台，达8083台，环比增长20.4%，同比增长116.1%，创历史新高。二季度共交付21896台，连续五个季度正增长，上半年蔚来共交付41956台，达到去年全年交付量的95.9%。</p>\n<p>理想汽车则在唯一在售车型理想ONE完成改款后实现爆发，达7713辆的6月销量同比2020年6月增长320.6%，环比2021年5月增长78.4%，创单月交付量新纪录。与此同时，理想汽车6月新增订单量超过1万，创下历史新高。</p>\n<p>至于<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>，其6月交付量达到6565台，环比增长15%，同比增长617%，二季度交付总量达17398台，今年上半年累计交付30738台，交付量已超去年全年。此外，小鹏汽车还在6月交付了4730台小鹏P7，为P7发布以来的最高月交付量。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7da44cc4bf0834b1b76186e83e6b39a1\" tg-width=\"1270\" tg-height=\"619\"><span>小鹏P7 图片来源：小鹏官方</span></p>\n<p>单从数据出发，虽然以上头部新势力车企的销量涨势喜人，但与主流传统车企相比，并未呈现压倒性优势，个别甚至稍逊一筹。</p>\n<p>由于<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、广汽埃安等车企尚未发布6月销量数据，但仅以5月及1-5月累计数据作参考，已可体现传统车企在新能源市场仍占据主流地位。数据显示，比亚迪新能源汽车5月销量为31681辆，1-5月累计销量达113213辆；广汽埃安5月销量8416辆，1-5月累计销量达34374辆。</p>\n<p><b>价格分水岭渐现</b></p>\n<p>“现在国产电动车市场是新势力高端占优，传统车企霸占中低端市场。”7月4日，国内某主流新能源车企市场部人士向时代财经指出，若以特斯拉Model 3约25万元的价格为分割，新势力盘踞价格再往上的市场，价格往下的市场则被传统车企垄断。</p>\n<p>“传统车企不是对25万元以上的价格市场没有想法，例如广汽埃安的LX、上汽荣威的Marvel X，但市场反应都不太理想。”上述人士补充称，目前传统车企中高端化做得比较高的比亚迪汉同样以25万元以内市场为主，“现在就看吉利下的极氪001、上汽下的智己以及东风下的岚图FREE能不能带来改变”。</p>\n<p>据时代财经梳理，若从续航、加速甚至智能化表现等产品基础素质考量，传统车企的新能源车与蔚来、理想、小鹏等新势力未呈现出巨大的差距。例如，“新势力三驾马车”中目前纯电续航能力（NEDC工况）最长的是小鹏汽车P7（后驱超长续航智行版），达706km，而广汽埃安LX的巡航最长也已经达到650km。</p>\n<p>在账面产品力未有质的差距之下，普通消费者在25万以上价格市场更青睐“蔚小理”，无疑与后者高端品牌形象渐成有关。</p>\n<p>据此，传统车企若希望在中高端市场实现突破，除产品力层面上的持续创新，如何建立更高端的形象同样关键，其中，提升市场声量更是当务之急。正如前文所述，特斯拉、理想等虽然近期负面声音缠身，但事实上这也是品牌热度高的一种体现，相比之下，长期默默无闻的一系列传统车企所面临的市场处境，或更加消极。</p>\n<p>“汽车产业目前处于变革期，新能源汽车市场目前市场份额仍较低，所以总量上肯定不及传统车企，但新能源汽车的发展潜力巨大，未来将会完全替代传统燃油车。”正如资深汽车行业分析师任万付7月2日接受时代财经采访时表示，电动化不仅给予了国内车企在体量上追赶国际巨头的机会，还是自主品牌高端化的契机。从目前的情况看，“造车新势力”已成功抓住机会成为各方关注焦点，传统车企还需继续努力。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b988cbbdb4561d6733f929dcda686684","relate_stocks":{"XPEV":"小鹏汽车","NIO":"蔚来","LI":"理想汽车","TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148388429","content_text":"新势力称霸25万元以上自主品牌新能源车市场。\n\n“天天看微博，我也觉得公司快倒闭了。必须打开后台去看看订单和交付量，才能找到活下去的希望。”\n日前，理想汽车创始人兼CEO李想在社交平台上发表评论，抒发其对网络负面舆论环境的无可奈何，同时还宣传了公司正处良好的经营势头。李想的“凡学”并非空口说白话，据近日时代财经从车企官方了解到的数据，理想汽车6月交付7713辆理想ONE，创下历史新高。\n在网络上负面声音此起彼伏，但销量节节攀升的还有特斯拉。据7月2日特斯拉官方消息，其2021年Q2新车交付量突破20万辆大关，创下特斯拉新的季度销量记录。虽然不同区域市场的具体销量占比未有公布，但考虑到疫情下海内外生产、消费环境差异，预计中国市场的销量占比值得期待。\n与传统车企相比，以特斯拉、理想、蔚来、小鹏等为代表的新势力在国内市场受到的关注显然更高，但据时代财经梳理，若从销量维度出发，实际上传统车企依然是新能源车市主力。如此分化在传统燃油车时代不曾出现，可能将成为国内电动车市场的一道分水岭。\n图片来源：车企官图\n“蔚小理”6月销量齐创纪录\n在刚刚过去的6月，新势力代表——蔚来、理想、小鹏均延续年内持续走高的销量势头。而特斯拉虽然暂未公布具体在华6月销量数据，但其全球Q2整体销量亦达到新高度。\n聚焦蔚来、理想以及小鹏，三家车企均在6月实现销量记录突破。\n据悉，蔚来6月交付量首次突破8000台，达8083台，环比增长20.4%，同比增长116.1%，创历史新高。二季度共交付21896台，连续五个季度正增长，上半年蔚来共交付41956台，达到去年全年交付量的95.9%。\n理想汽车则在唯一在售车型理想ONE完成改款后实现爆发，达7713辆的6月销量同比2020年6月增长320.6%，环比2021年5月增长78.4%，创单月交付量新纪录。与此同时，理想汽车6月新增订单量超过1万，创下历史新高。\n至于小鹏汽车，其6月交付量达到6565台，环比增长15%，同比增长617%，二季度交付总量达17398台，今年上半年累计交付30738台，交付量已超去年全年。此外，小鹏汽车还在6月交付了4730台小鹏P7，为P7发布以来的最高月交付量。\n小鹏P7 图片来源：小鹏官方\n单从数据出发，虽然以上头部新势力车企的销量涨势喜人，但与主流传统车企相比，并未呈现压倒性优势，个别甚至稍逊一筹。\n由于比亚迪、广汽埃安等车企尚未发布6月销量数据，但仅以5月及1-5月累计数据作参考，已可体现传统车企在新能源市场仍占据主流地位。数据显示，比亚迪新能源汽车5月销量为31681辆，1-5月累计销量达113213辆；广汽埃安5月销量8416辆，1-5月累计销量达34374辆。\n价格分水岭渐现\n“现在国产电动车市场是新势力高端占优，传统车企霸占中低端市场。”7月4日，国内某主流新能源车企市场部人士向时代财经指出，若以特斯拉Model 3约25万元的价格为分割，新势力盘踞价格再往上的市场，价格往下的市场则被传统车企垄断。\n“传统车企不是对25万元以上的价格市场没有想法，例如广汽埃安的LX、上汽荣威的Marvel X，但市场反应都不太理想。”上述人士补充称，目前传统车企中高端化做得比较高的比亚迪汉同样以25万元以内市场为主，“现在就看吉利下的极氪001、上汽下的智己以及东风下的岚图FREE能不能带来改变”。\n据时代财经梳理，若从续航、加速甚至智能化表现等产品基础素质考量，传统车企的新能源车与蔚来、理想、小鹏等新势力未呈现出巨大的差距。例如，“新势力三驾马车”中目前纯电续航能力（NEDC工况）最长的是小鹏汽车P7（后驱超长续航智行版），达706km，而广汽埃安LX的巡航最长也已经达到650km。\n在账面产品力未有质的差距之下，普通消费者在25万以上价格市场更青睐“蔚小理”，无疑与后者高端品牌形象渐成有关。\n据此，传统车企若希望在中高端市场实现突破，除产品力层面上的持续创新，如何建立更高端的形象同样关键，其中，提升市场声量更是当务之急。正如前文所述，特斯拉、理想等虽然近期负面声音缠身，但事实上这也是品牌热度高的一种体现，相比之下，长期默默无闻的一系列传统车企所面临的市场处境，或更加消极。\n“汽车产业目前处于变革期，新能源汽车市场目前市场份额仍较低，所以总量上肯定不及传统车企，但新能源汽车的发展潜力巨大，未来将会完全替代传统燃油车。”正如资深汽车行业分析师任万付7月2日接受时代财经采访时表示，电动化不仅给予了国内车企在体量上追赶国际巨头的机会，还是自主品牌高端化的契机。从目前的情况看，“造车新势力”已成功抓住机会成为各方关注焦点，传统车企还需继续努力。","news_type":1,"symbols_score_info":{"LI":0.9,"NIO":0.9,"TSLA":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871431906,"gmtCreate":1637104378615,"gmtModify":1637104378700,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871431906","repostId":"1131333867","repostType":4,"repost":{"id":"1131333867","kind":"news","pubTimestamp":1637070533,"share":"https://ttm.financial/m/news/1131333867?lang=&edition=full","pubTime":"2021-11-16 21:48","market":"us","language":"zh","title":"美国10月零售销售环比增加1.7%，较前值大幅上升","url":"https://stock-news.laohu8.com/highlight/detail?id=1131333867","media":"华尔街见闻","summary":"市场预计，美国10月核心零售销售月率增长0.9%，也高于9月份的0.8%。","content":"<p>尽管Dleta病毒引起了供应链方面的短缺，给美国人的零售消费带来了影响，但美国10月份零售销售大幅上升。</p>\n<p>美国商务部周二公布的数据显示，10月整体零售购买量上升了1.7%，高于前值0.7%。不包括汽车销售在内的10月份销售也增长了1.7%。</p>\n<p><img src=\"https://static.tigerbbs.com/6601483c24b8b482ebdaa4a87cfbaabc\" tg-width=\"1768\" tg-height=\"1020\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>市场预计，美国10月核心零售销售月率增长0.9%，也高于9月份的0.8%。</p>\n<p>零售数据对于判定美国的经济现状和前景具有重要指导作用，因为零售销售直接反映出消费者支出的增减变化。</p>\n<p>10月零售销售报告是美国第四季度关于国内生产总值（GDP）最早的数据之一。经济学家预计，美国GDP在第三季度出人意料地缓慢增长2%之后，在第四季度经济将增长5%。</p>\n<p>分析师此前指出，假如美国零售数据表现强于预期，美元有望走强，可能引发通胀并增加美联储加息的压力，这将推动金价和其它主要货币下滑。</p>","source":"highlight_wallstreetcn","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10月零售销售环比增加1.7%，较前值大幅上升</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国10月零售销售环比增加1.7%，较前值大幅上升\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-16 21:48 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3645083><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>尽管Dleta病毒引起了供应链方面的短缺，给美国人的零售消费带来了影响，但美国10月份零售销售大幅上升。\n美国商务部周二公布的数据显示，10月整体零售购买量上升了1.7%，高于前值0.7%。不包括汽车销售在内的10月份销售也增长了1.7%。\n\n市场预计，美国10月核心零售销售月率增长0.9%，也高于9月份的0.8%。\n零售数据对于判定美国的经济现状和前景具有重要指导作用，因为零售销售直接反映出...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3645083\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/987ab6715591b2ad7014d2cf9348920e","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3645083","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1131333867","content_text":"尽管Dleta病毒引起了供应链方面的短缺，给美国人的零售消费带来了影响，但美国10月份零售销售大幅上升。\n美国商务部周二公布的数据显示，10月整体零售购买量上升了1.7%，高于前值0.7%。不包括汽车销售在内的10月份销售也增长了1.7%。\n\n市场预计，美国10月核心零售销售月率增长0.9%，也高于9月份的0.8%。\n零售数据对于判定美国的经济现状和前景具有重要指导作用，因为零售销售直接反映出消费者支出的增减变化。\n10月零售销售报告是美国第四季度关于国内生产总值（GDP）最早的数据之一。经济学家预计，美国GDP在第三季度出人意料地缓慢增长2%之后，在第四季度经济将增长5%。\n分析师此前指出，假如美国零售数据表现强于预期，美元有望走强，可能引发通胀并增加美联储加息的压力，这将推动金价和其它主要货币下滑。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":805398569,"gmtCreate":1627859509751,"gmtModify":1631892870064,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/805398569","repostId":"2156169561","repostType":4,"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":150525955,"gmtCreate":1624922407577,"gmtModify":1633947099603,"author":{"id":"3585478577831133","authorId":"3585478577831133","name":"AHO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585478577831133","authorIdStr":"3585478577831133"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/150525955","repostId":"1182036516","repostType":4,"repost":{"id":"1182036516","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624892087,"share":"https://ttm.financial/m/news/1182036516?lang=&edition=full","pubTime":"2021-06-28 22:54","market":"us","language":"en","title":"Nvidia shares rose more than 5% to a new high","url":"https://stock-news.laohu8.com/highlight/detail?id=1182036516","media":"Tiger Newspress","summary":"Nvidia shares rose more than 5% to a new high on Report Three Key Chip Makers Endorse Bid for Arm.\n\n","content":"<p>Nvidia shares rose more than 5% to a new high on Report Three Key Chip Makers Endorse Bid for Arm.</p>\n<p><img src=\"https://static.tigerbbs.com/05201fd147f1f824ea42bb1d0bcac789\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>Three major chip makers have reportedly stepped up to say they support&nbsp;Nvidia‘s&nbsp;proposed acquisition of the U.K.-based chip-design house Arm.</p>\n<p>Last September, Nvidia (ticker: NVDA) announced a deal to acquire Arm from&nbsp;SoftBank Group(SFTBY) for $40 billion in cash and stock in a transaction that would make SoftBank the largest investor in Nvidia. The deal has attracted considerable scrutiny from both regulators and other chip companies, given Arm’s position as a leading provider of microprocessor designs to the chip industry. Almost all smartphones use processors based on Arm designs.</p>\n<p>But the U.K.’s&nbsp;<i>Sunday Times</i>&nbsp;over the weekend&nbsp;reported&nbsp;that three important Arm customers—Broadcom(AVGO), Marvell (MRVL), and Taiwan-based&nbsp;MediaTek(2454.TW)—have endorsed the transaction. None of the companies involved could immediately be reached for comment.</p>\n<p>Citi analyst Atif Malk wrote in a research note Sunday that the report is a big step forward for the proposed deal. He thinks the U.K. likely will approve the combination, given Nvidia’s public commitment to investing more in Arm’s U.K. operations. But he still sees considerable hurdles, in particular in China.</p>\n<p>“With the U.S. continuing to be aggressive against China winning in a tech race, we see China less likely to support a deal that would see them potentially losing access to Arm,” he wrote in a research note. “If Nvidia finds a way to keep the Arm China subsidiary as a separate entity without access to any [graphics processor or artificial intelligence] IP then there is a path to get both U.S. and China regulatory approval.”</p>\n<p>Malik says he says the path to approval remains narrow. He now sees a 30% chance of approval, up from a previous estimate of 10%.</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>Nvidia shares rose more than 5% to a new high</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\">\nNvidia shares rose more than 5% to a new high\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-28 22:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Nvidia shares rose more than 5% to a new high on Report Three Key Chip Makers Endorse Bid for Arm.</p>\n<p><img src=\"https://static.tigerbbs.com/05201fd147f1f824ea42bb1d0bcac789\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>Three major chip makers have reportedly stepped up to say they support&nbsp;Nvidia‘s&nbsp;proposed acquisition of the U.K.-based chip-design house Arm.</p>\n<p>Last September, Nvidia (ticker: NVDA) announced a deal to acquire Arm from&nbsp;SoftBank Group(SFTBY) for $40 billion in cash and stock in a transaction that would make SoftBank the largest investor in Nvidia. The deal has attracted considerable scrutiny from both regulators and other chip companies, given Arm’s position as a leading provider of microprocessor designs to the chip industry. Almost all smartphones use processors based on Arm designs.</p>\n<p>But the U.K.’s&nbsp;<i>Sunday Times</i>&nbsp;over the weekend&nbsp;reported&nbsp;that three important Arm customers—Broadcom(AVGO), Marvell (MRVL), and Taiwan-based&nbsp;MediaTek(2454.TW)—have endorsed the transaction. None of the companies involved could immediately be reached for comment.</p>\n<p>Citi analyst Atif Malk wrote in a research note Sunday that the report is a big step forward for the proposed deal. He thinks the U.K. likely will approve the combination, given Nvidia’s public commitment to investing more in Arm’s U.K. operations. But he still sees considerable hurdles, in particular in China.</p>\n<p>“With the U.S. continuing to be aggressive against China winning in a tech race, we see China less likely to support a deal that would see them potentially losing access to Arm,” he wrote in a research note. “If Nvidia finds a way to keep the Arm China subsidiary as a separate entity without access to any [graphics processor or artificial intelligence] IP then there is a path to get both U.S. and China regulatory approval.”</p>\n<p>Malik says he says the path to approval remains narrow. He now sees a 30% chance of approval, up from a previous estimate of 10%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182036516","content_text":"Nvidia shares rose more than 5% to a new high on Report Three Key Chip Makers Endorse Bid for Arm.\n\nThree major chip makers have reportedly stepped up to say they support Nvidia‘s proposed acquisition of the U.K.-based chip-design house Arm.\nLast September, Nvidia (ticker: NVDA) announced a deal to acquire Arm from SoftBank Group(SFTBY) for $40 billion in cash and stock in a transaction that would make SoftBank the largest investor in Nvidia. The deal has attracted considerable scrutiny from both regulators and other chip companies, given Arm’s position as a leading provider of microprocessor designs to the chip industry. Almost all smartphones use processors based on Arm designs.\nBut the U.K.’s Sunday Times over the weekend reported that three important Arm customers—Broadcom(AVGO), Marvell (MRVL), and Taiwan-based MediaTek(2454.TW)—have endorsed the transaction. None of the companies involved could immediately be reached for comment.\nCiti analyst Atif Malk wrote in a research note Sunday that the report is a big step forward for the proposed deal. He thinks the U.K. likely will approve the combination, given Nvidia’s public commitment to investing more in Arm’s U.K. operations. But he still sees considerable hurdles, in particular in China.\n“With the U.S. continuing to be aggressive against China winning in a tech race, we see China less likely to support a deal that would see them potentially losing access to Arm,” he wrote in a research note. “If Nvidia finds a way to keep the Arm China subsidiary as a separate entity without access to any [graphics processor or artificial intelligence] IP then there is a path to get both U.S. and China regulatory approval.”\nMalik says he says the path to approval remains narrow. He now sees a 30% chance of approval, up from a previous estimate of 10%.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}