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Keke0709
2021-12-24
祝各位聖誕節快樂!謝謝老虎平台給了很好的機會讓我學習投資!我希望可以抽到衣服或則購物袋 環保之餘我也自豪使用老虎平台交易 [开心] [开心] [开心]
@小虎活动:【许愿贴】圣诞节你最想收到的老虎周边是什么?
Keke0709
2021-12-24
$Benson Hill(BHIL)$
抓著不放 冲啊
@Buy_Sell:🚀【12月24日】圣诞狂欢!美股指收获三连涨!你有什么看法?
Keke0709
2021-12-21
[微笑]
“假外资”受监管重挫A股,全球股市年末重启暴跌模式
Keke0709
2021-12-19
電動車未來趨勢 可是特斯拉股價太高 不追 風險
$通用汽车(GM)$
$蔚来(NIO)$
$Lucid Group Inc(LCID)$
會買
@Buy_Sell:🔥【12月15日】美股再跌,新能源汽车股走低,今天买点啥?
Keke0709
2021-12-11
[开心]
抱歉,原内容已删除
Keke0709
2021-12-01
[开心]
抱歉,原内容已删除
Keke0709
2021-11-29
[微笑]
抱歉,原内容已删除
Keke0709
2021-11-24
$先锋医疗产业信托(AW9U.SI)$
卖了可惜吗?为什么突然涨那么多
Keke0709
2021-11-21
讚
印度市场第三季度PC出货量:惠普、戴尔、联想前三名
Keke0709
2021-11-20
讚
“大明星”齐聚!11月底港股打新“秘籍”来了!
Keke0709
2021-11-19
謝謝分享
@Jasonc13:Why Sea Limited Stock Sank ?
Keke0709
2021-11-14
讚
@老虎专刊:【老虎周刊】老虎社区一周十大精华文章
Keke0709
2021-11-13
这篇文章不错,转发给大家看
@B.God:
$BlackBerry(BB)$
Goldman Sachs increased their BB shares yesterday by 328%. holy cow!!
Keke0709
2021-11-12
$Clover Health Corp(CLOV)$
年尾有望12塊嗎
Keke0709
2021-11-05
$Tellurian Inc.(TELL)$
财报要出了 和新加坡10年合约 冲啊
@Buy_Sell:🚀【11月4日】涨!龙头科技股全线收涨!今天有什么交易计划
Keke0709
2021-11-04
这篇文章不错,转发给大家看
@小虎活动:[Halloween Game] Trade or Treat!
Keke0709
2021-11-03
这篇文章不错,转发给大家看
@小虎活动:[Halloween Game] Trade or Treat!
Keke0709
2021-11-02
來
@小虎活动:[Halloween Game] Trade or Treat!
Keke0709
2021-11-01
我玩會
@小虎活动:[Halloween Game] Trade or Treat!
Keke0709
2021-11-01
这篇文章不错,转发给大家看
@小虎活动:[Halloween Game] Trade or Treat!
去老虎APP查看更多动态
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男虎友通常会准备一些冬日的暖心礼物以赢得另一半的欢心、女虎友们则会把自己打扮的漂漂亮亮迎接圣诞、少女心的虎友也会煞费苦心地把家里装扮出浓厚的节日气氛,满足所谓的“仪式感”。 然而最最不能缺少的,是一份心仪而神秘的圣诞礼物。 现在,除了一句 \"Merry Christmas\",小虎君要给大家送上暖心礼物啦! 【活动要求】 在此帖中参与回复并转发,聊一聊你最想得到的老虎周边,以及原因是什么。 (许愿周边包括但不限于下图) 参与即可获得66虎币奖励; 我们会从参与者中挑选出评论最走心一些虎友,送上你心仪的老虎周边。 【示例】 我希望得到一只小虎公仔,女朋友是属虎的,想给她一个惊喜; 我想收到老虎数据线,炒股操作频繁,手机太费电了,需要一根数据线来支持我赚钱! ...... 活动截止时间:12月26日。 $老虎证券(TIGR)$","images":[{"img":"https://static.tigerbbs.com/6243f4b1b8c9b2d74bce04f923274d4d","width":"1280","height":"720"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691840160","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698826831,"gmtCreate":1640344970023,"gmtModify":1640344970210,"author":{"id":"4089841032715420","authorId":"4089841032715420","name":"Keke0709","avatar":"https://static.tigerbbs.com/38e0698de8c5d9e56b503296fee62506","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089841032715420","authorIdStr":"4089841032715420"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BHIL\">$Benson Hill(BHIL)$</a>抓著不放 冲啊","listText":"<a href=\"https://laohu8.com/S/BHIL\">$Benson Hill(BHIL)$</a>抓著不放 冲啊","text":"$Benson Hill(BHIL)$抓著不放 冲啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698826831","repostId":"698195643","repostType":1,"repost":{"id":698195643,"gmtCreate":1640314522974,"gmtModify":1744960774002,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🚀【12月24日】圣诞狂欢!美股指收获三连涨!你有什么看法?","htmlText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 12月24日讯,港股三大指数集体高开,恒指涨0.79%,国指涨0.84%,恒生科技指数涨0.96%。 盘面上,大型科技股多数反弹,昨日大跌的<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 高开3%,<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 、<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 、<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 涨超1%,澳门11月入境旅客环比增1.4倍,濠赌股集体上涨,体育用品股、光伏股、奢侈品股、生物科技股、石油股普遍高开;另一方面,内房股普跌,港口航运股、汽车股少数个股走低。 因圣诞节港股下午休市,下周一全天休市。 美股市场 美股周四收高,标普500指数创收盘纪录高位。研究显示奥密克戎感染者的住院风险低于其他毒株,缓解了投资者对该病毒的担忧。美国11月核心PCE物价指创1989年以来新高。截至收盘,纳斯达克指数涨0.85%,本周累涨3.19%;标普500指数涨0.62%,创历史收盘新高,本周累涨2.28%;道琼斯指数涨0.55%,本周累涨1.65%。 新能源汽车股走高,<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 涨5.76%,本周累涨14.42%,创近两个月以来最大周涨幅。 热门中概股收盘涨跌不一,","listText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 12月24日讯,港股三大指数集体高开,恒指涨0.79%,国指涨0.84%,恒生科技指数涨0.96%。 盘面上,大型科技股多数反弹,昨日大跌的<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 高开3%,<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 、<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 、<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 涨超1%,澳门11月入境旅客环比增1.4倍,濠赌股集体上涨,体育用品股、光伏股、奢侈品股、生物科技股、石油股普遍高开;另一方面,内房股普跌,港口航运股、汽车股少数个股走低。 因圣诞节港股下午休市,下周一全天休市。 美股市场 美股周四收高,标普500指数创收盘纪录高位。研究显示奥密克戎感染者的住院风险低于其他毒株,缓解了投资者对该病毒的担忧。美国11月核心PCE物价指创1989年以来新高。截至收盘,纳斯达克指数涨0.85%,本周累涨3.19%;标普500指数涨0.62%,创历史收盘新高,本周累涨2.28%;道琼斯指数涨0.55%,本周累涨1.65%。 新能源汽车股走高,<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 涨5.76%,本周累涨14.42%,创近两个月以来最大周涨幅。 热门中概股收盘涨跌不一,","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 12月24日讯,港股三大指数集体高开,恒指涨0.79%,国指涨0.84%,恒生科技指数涨0.96%。 盘面上,大型科技股多数反弹,昨日大跌的$京东集团-SW(09618)$ 高开3%,$快手-W(01024)$ 、$百度集团-SW(09888)$ 、$腾讯控股(00700)$ 、$美团-W(03690)$ 涨超1%,澳门11月入境旅客环比增1.4倍,濠赌股集体上涨,体育用品股、光伏股、奢侈品股、生物科技股、石油股普遍高开;另一方面,内房股普跌,港口航运股、汽车股少数个股走低。 因圣诞节港股下午休市,下周一全天休市。 美股市场 美股周四收高,标普500指数创收盘纪录高位。研究显示奥密克戎感染者的住院风险低于其他毒株,缓解了投资者对该病毒的担忧。美国11月核心PCE物价指创1989年以来新高。截至收盘,纳斯达克指数涨0.85%,本周累涨3.19%;标普500指数涨0.62%,创历史收盘新高,本周累涨2.28%;道琼斯指数涨0.55%,本周累涨1.65%。 新能源汽车股走高,$特斯拉(TSLA)$ 涨5.76%,本周累涨14.42%,创近两个月以来最大周涨幅。 热门中概股收盘涨跌不一,","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698195643","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693229223,"gmtCreate":1640042764960,"gmtModify":1640043205477,"author":{"id":"4089841032715420","authorId":"4089841032715420","name":"Keke0709","avatar":"https://static.tigerbbs.com/38e0698de8c5d9e56b503296fee62506","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089841032715420","authorIdStr":"4089841032715420"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693229223","repostId":"1145045227","repostType":4,"repost":{"id":"1145045227","kind":"news","pubTimestamp":1640012913,"share":"https://www.laohu8.com/m/news/1145045227?lang=&edition=full","pubTime":"2021-12-20 23:08","market":"hk","language":"zh","title":"“假外资”受监管重挫A股,全球股市年末重启暴跌模式","url":"https://stock-news.laohu8.com/highlight/detail?id=1145045227","media":"第一财经","summary":"临近年终,A股存在获利回吐压力。机构投资者面临业绩考核、排名等压力,往往落袋为安。\n\n受到监管重拳打击“假外资”的影响,A股市场连续两日下跌。截至12月20日收盘,上证综指跌1.03%报3593.6点","content":"<div>\n<p>临近年终,A股存在获利回吐压力。机构投资者面临业绩考核、排名等压力,往往落袋为安。\n\n受到监管重拳打击“假外资”的影响,A股市场连续两日下跌。截至12月20日收盘,上证综指跌1.03%报3593.6点,创业板大跌2.95%。\n12月17日,证监会发布《关于〈内地与香港股票市场交易互联互通机制若干规定〉的修订说明》,将对所谓“假外资”从严监管,日后沪深股通投资者将不包括香港投资者。此举旨在进一步完善...</p>\n\n<a href=\"https://www.yicai.com/news/101264404.html\">Web Link</a>\n\n</div>\n","source":"dyvj","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“假外资”受监管重挫A股,全球股市年末重启暴跌模式\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-20 23:08 北京时间 <a href=https://www.yicai.com/news/101264404.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>临近年终,A股存在获利回吐压力。机构投资者面临业绩考核、排名等压力,往往落袋为安。\n\n受到监管重拳打击“假外资”的影响,A股市场连续两日下跌。截至12月20日收盘,上证综指跌1.03%报3593.6点,创业板大跌2.95%。\n12月17日,证监会发布《关于〈内地与香港股票市场交易互联互通机制若干规定〉的修订说明》,将对所谓“假外资”从严监管,日后沪深股通投资者将不包括香港投资者。此举旨在进一步完善...</p>\n\n<a href=\"https://www.yicai.com/news/101264404.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/1fc1f5e2fa377c378fa230c10e0849a2","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://www.yicai.com/news/101264404.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145045227","content_text":"临近年终,A股存在获利回吐压力。机构投资者面临业绩考核、排名等压力,往往落袋为安。\n\n受到监管重拳打击“假外资”的影响,A股市场连续两日下跌。截至12月20日收盘,上证综指跌1.03%报3593.6点,创业板大跌2.95%。\n12月17日,证监会发布《关于〈内地与香港股票市场交易互联互通机制若干规定〉的修订说明》,将对所谓“假外资”从严监管,日后沪深股通投资者将不包括香港投资者。此举旨在进一步完善沪深港通机制。近两日的暴跌主要来自新能源车、光伏、芯片等受炒作资金青睐的板块。“由于香港券商融资利率低,不少内资资金借道香港成为‘假外资’炒作A股,但这也只是催化剂,最近估值颇高的新能源临近年底一直有出货的压力。”资深全球宏观交易员袁玉玮对第一财经记者表示。\n而放眼全球,年底“暴跌模式”再度开启,美联储宣布加速缩表、确认明年加息并非“利空出尽”,对奥密克戎变异毒株的担忧主导市场。本周一,欧洲股市和亚洲股市开盘大跌,欧洲斯托克600指数早盘下跌1.7%。在亚洲,恒生指数收盘下跌1.9%,日经225指数下跌2.1%。\n\n北向热门股遭重挫\n今年北向资金的涌入势头强劲。12月10日,北向资金全年流入量突破4000亿元,相较于2020年的2089.32亿元近乎翻倍,创历史新高。\n不过,资金可能并非越多越好。第一财经早前就多次报道,不同于QFII(使用QFII额度投资A股的几乎全是真正的外资机构),北向资金中混有不少“假外资”,这还不包括获得香港证监会许可在香港展业的内资私募,而是指众多在香港券商开立账户和北向通权限的游资、散户等。严格意义上,这些交易主体并不符合通过港股通交易A股的要求。\n中国证监会也表示,目前此类交易总体规模不大,交易金额在北向交易中的占比保持在1%左右。投资者数量约有170万名,但大部分无实际交易,近三年有北向交易的内地投资者约有3.9万名。此类证券活动与沪深股通引入外资的初衷不符,且这些投资者中98%以上已开立内地证券账户可直接参与A股交易,两种途径交易有发生跨境违规活动的风险,也给市场造成了北向交易中有不少所谓“假外资”的印象,不利于沪深港通的平稳运行和长远发展。\n之所以多年来“假外资”始终痼疾难除,也是因为香港市场的交易便利性。多位从业人士对记者表示,香港配资成本更低,部分外资行的年化利率仅2%。而对比内地市场,目前券商两融业务的融资成本年化利率约为6%~8%。同时,可提供的杠杆倍数也更高,4~5倍杠杆是较为常见的,而目前内地券商的融资杠杆则基本为2倍左右。\n12月20日,北向资金净流出9.71亿元,部分受到北向资金炒作的热门股遭遇重挫,尽管存在自身回调的必要(估值过高),但打击“假外资”的消息无疑冲击了市场情绪。\n\n有交易人士对记者提及,例如此前被追捧热炒新能源电网设备概念股四方股份,减持的消息叠加市场清理穿着马甲的“外资”的消息,对伪量化和炒作资金形成震慑,部分这类资金可能选择了仓皇出逃。早盘四方股份快速下杀,逼近跌停,带动了整个储能板块回落。但各界也认为,浮躁筹码出逃从长远来说是积极的,有利于净化存量资金的成色,利于股市长期稳定运行。\n年底存在获利回吐压力\n多数国际机构看好A股在2022年的走势,包括摩根大通、高盛、摩根士丹利等都超配A股。\n日前,摩根大通中国股票首席策略师刘鸣镝对第一财经表示,看好2022年中国股市的表现,沪深300有望超越年初高点,冲击5950点。“旧巨人”逐渐淡出,最典型的案例就是房地产;而“最近的巨人”则受到监管,例如互联网和部分新经济企业;中国也在培育“新巨人”,包括新能源车、可再生能源、先进制造、科技、数字化等新增长引擎。\n但是,临近年终,A股存在获利回吐压力。中航信托宏观策略总监吴照银对记者表示,“临近年终,机构投资者面临业绩考核、排名等压力,往往落袋为安,而股市也常常迎来获利回吐。年初至今,虽然沪深300指数下跌6.74%,表现不佳,但受益于结构性行情,四分之一股票涨幅超过30%,超额收益十分可观。这些高收益率股票主要集中在电力设备及新能源、新能源汽车、国防军工等新兴行业,也零散分布在有色金属、电子、通信等科技行业。因此,这些股票获利回吐压力更加明显。”\n他也提及,根据A股行业轮动规律,强势股往往持续1~2个月。10月至今,表现较好的恰好是电力设备及新能源、汽车、军工等行业。因此,根据行业轮动规律,此次行业轮动有望于12月结束,届时这些行业将遭遇卖出。\n\n奥密克戎再引海外市场暴跌\n海外市场的波动亦不容小觑。一方面,国际市场关注中国经济前景的溢出效应,另一方面,海外疫情和货币政策的变化也在影响中国股市。\n嘉盛集团资深分析师辛普森(MattSimpson)对记者表示,上周刺激的全球央行会议“冲击波”已经落幕,“接下来的焦点将在奥密克戎变异病毒的发展与通胀数据的表现。各国交易者大部分在一年中的最后两周离场休假,导致市场交投迟缓,流动性稀缺也可能加剧市场波动。标普500指数今年都上涨了20%左右,不必冒着损失利润的风险继续交易。”\n从“重灾”的欧洲地区来看,上周日,荷兰成为第一个重新进入全国封锁的欧盟国家,酒吧、餐馆和大多数非必需品商店关闭,至少要到1月中旬;德国政府周末收紧了旅行限制;英国卫生大臣也不排除在圣诞节前在英国实施限制,他对媒体称,目前是“更加谨慎的时候”;爱尔兰对酒吧和餐馆实施了晚上8点的宵禁。奥密克戎目前成为市场面临的最大问题之一,因为它给进入年底的前景蒙上了一层阴影。\n与此同时,美国刺激法案闯关失败也重挫市场情绪。美国民主党参议员乔·曼钦最新表示,他不会投票支持美国总统拜登的旗舰法案《建设美好未来》(BuildBackBetterAct),这意味着该法案以目前的形式不太可能获得通过,这令美国经济增长前景受到打击。高盛随即下调美国2022年的GDP预测,第二季度从3.5%下调至3%,第三季度从3%下调至2.75%。\n\n美国市场是新能源汽车发展的关键变量,而《建设美好未来》提出投资5550亿美元支持清洁能源发展和处理气候变化问题,其中包括新能源汽车的税收抵免法案,如今该法案暗示无法顺利通过也导致市场下挫。北京时间12月20日下午,美国股指期货承压,标普500股指期货下跌1.33%。上周五,美国各大股指亦下跌约1%。\n富敦投资资深分析师张伟此前也对记者表示,“今年美国新能源车销售量不及预期,仅几十万辆,中国则已经超过300万辆,欧洲近200万辆。各界对明年中国销量的预期已经打得很满,因此明年美国将成为预期差的主要来源。”曼钦投下反对票也意味着拜登这项法案大概率将被迫延至明年1月再审议。作为拜登经济议程的核心内容,该计划的推迟将产生广泛的影响,甚至会影响到明年的中期选举。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699451248,"gmtCreate":1639880861484,"gmtModify":1639880861671,"author":{"id":"4089841032715420","authorId":"4089841032715420","name":"Keke0709","avatar":"https://static.tigerbbs.com/38e0698de8c5d9e56b503296fee62506","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089841032715420","authorIdStr":"4089841032715420"},"themes":[],"htmlText":"電動車未來趨勢 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Inc(LCID)$會買","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/699451248","repostId":"607643497","repostType":1,"repost":{"id":607643497,"gmtCreate":1639536467270,"gmtModify":1639537274150,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🔥【12月15日】美股再跌,新能源汽车股走低,今天买点啥?","htmlText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 12月15日讯,港股三大指数开盘涨跌不一,恒指涨0.09%,国指涨0.1%,恒生科技指数跌0.36%。 盘面上,大型科技股多数延续下跌,<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 跌1.14%,<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 跌1%,<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 小幅低开,惟<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 涨近3%;港口海运股集体低开,<a target=\"_blank\" href=\"https://laohu8.com/S/01308\">$海丰国际(01308)$</a> 跌5%,电力股、餐饮股、半导体股普跌下跌,<a target=\"_blank\" href=\"https://laohu8.com/S/00916\">$龙源电力(00916)$</a> 跌近2%;连跌多日的濠赌股反弹,内房股与物管股多数高开,龙光集团涨近3%。","listText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 12月15日讯,港股三大指数开盘涨跌不一,恒指涨0.09%,国指涨0.1%,恒生科技指数跌0.36%。 盘面上,大型科技股多数延续下跌,<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 跌1.14%,<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 跌1%,<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 小幅低开,惟<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 涨近3%;港口海运股集体低开,<a target=\"_blank\" href=\"https://laohu8.com/S/01308\">$海丰国际(01308)$</a> 跌5%,电力股、餐饮股、半导体股普跌下跌,<a target=\"_blank\" href=\"https://laohu8.com/S/00916\">$龙源电力(00916)$</a> 跌近2%;连跌多日的濠赌股反弹,内房股与物管股多数高开,龙光集团涨近3%。","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 12月15日讯,港股三大指数开盘涨跌不一,恒指涨0.09%,国指涨0.1%,恒生科技指数跌0.36%。 盘面上,大型科技股多数延续下跌,$美团-W(03690)$ 跌1.14%,$百度集团-SW(09888)$ 跌1%,$腾讯控股(00700)$ 、$京东集团-SW(09618)$ 、$网易-S(09999)$ 小幅低开,惟$阿里巴巴-SW(09988)$ 涨近3%;港口海运股集体低开,$海丰国际(01308)$ 跌5%,电力股、餐饮股、半导体股普跌下跌,$龙源电力(00916)$ 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","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600688846","repostId":"2186326300","repostType":4,"isVote":1,"tweetType":1,"viewCount":1405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874357742,"gmtCreate":1637734624808,"gmtModify":1637734624934,"author":{"id":"4089841032715420","authorId":"4089841032715420","name":"Keke0709","avatar":"https://static.tigerbbs.com/38e0698de8c5d9e56b503296fee62506","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089841032715420","authorIdStr":"4089841032715420"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AW9U.SI\">$先锋医疗产业信托(AW9U.SI)$</a>卖了可惜吗?为什么突然涨那么多","listText":"<a href=\"https://laohu8.com/S/AW9U.SI\">$先锋医疗产业信托(AW9U.SI)$</a>卖了可惜吗?为什么突然涨那么多","text":"$先锋医疗产业信托(AW9U.SI)$卖了可惜吗?为什么突然涨那么多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874357742","isVote":1,"tweetType":1,"viewCount":1491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872126187,"gmtCreate":1637460634744,"gmtModify":1637460634807,"author":{"id":"4089841032715420","authorId":"4089841032715420","name":"Keke0709","avatar":"https://static.tigerbbs.com/38e0698de8c5d9e56b503296fee62506","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089841032715420","authorIdStr":"4089841032715420"},"themes":[],"htmlText":"讚","listText":"讚","text":"讚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872126187","repostId":"2185823671","repostType":4,"repost":{"id":"2185823671","kind":"news","pubTimestamp":1637459969,"share":"https://www.laohu8.com/m/news/2185823671?lang=&edition=full","pubTime":"2021-11-21 09:59","market":"us","language":"zh","title":"印度市场第三季度PC出货量:惠普、戴尔、联想前三名","url":"https://stock-news.laohu8.com/highlight/detail?id=2185823671","media":"市场资讯","summary":"IT之家 11 月 21 日消息,据 IDC 最新报告显示,印度 PC 市场迎来了有史以来最好的季度,台式机、笔记本电脑和工作站的总出货量为 450 万台,尽管芯片持续短缺,但与去年第三季度相比增长了 30%。工作站的数量相对较少,出货量为 9 万台,同比增长 146%。IT之家了解到,在 PC 厂商方面,惠普出货量、份额排名第一,连续三个季度在印度的出货量超过 100 万台。印度第三季度 PC 市场出货量排名第二到第五名分别为:戴尔、联想、宏碁、华硕。","content":"<p>IT之家 11 月 21 日消息,据 IDC 最新报告显示,印度 PC 市场迎来了有史以来最好的季度,台式机、笔记本电脑和工作站的总出货量为 450 万台,尽管芯片持续短缺,但与去年第三季度相比增长了 30%。<img src=\"https://static.tigerbbs.com/9f2843cf07268df265d010889869b54e\" tg-width=\"630\" tg-height=\"188\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">其中,笔记本电脑是最热门的商品,出货量超过 360 万台,比 2020 年第三季度增长 28%。</p>\n<p>台式机出货量为 70 万台,同比增长 30%。工作站的数量相对较少,出货量为 9 万台,同比增长 146%。</p>\n<p>IT之家了解到,在 PC 厂商方面,<a href=\"https://laohu8.com/S/HPQ\">惠普</a>出货量、份额排名第一,连续三个季度在印度的出货量超过 100 万台。</p>\n<p>印度第三季度 PC 市场出货量排名第二到第五名分别为:<a href=\"https://laohu8.com/S/DELL\">戴尔</a>、联想、宏碁、华硕。(IT之家)</p>\n<p><img src=\"https://static.tigerbbs.com/3c691b5ca0973da05a2086e98899f732\" tg-width=\"630\" tg-height=\"297\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>","source":"sina_tech","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>印度市场第三季度PC出货量:惠普、戴尔、联想前三名</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n印度市场第三季度PC出货量:惠普、戴尔、联想前三名\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-21 09:59 北京时间 <a href=https://tech.sina.cn/it/2021-11-21/detail-iktzqtyu8566865.d.html?vt=4><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 11 月 21 日消息,据 IDC 最新报告显示,印度 PC 市场迎来了有史以来最好的季度,台式机、笔记本电脑和工作站的总出货量为 450 万台,尽管芯片持续短缺,但与去年第三季度相比增长了 30%。其中,笔记本电脑是最热门的商品,出货量超过 360 万台,比 2020 年第三季度增长 28%。\n台式机出货量为 70 万台,同比增长 30%。工作站的数量相对较少,出货量为 9 万台,同比...</p>\n\n<a href=\"https://tech.sina.cn/it/2021-11-21/detail-iktzqtyu8566865.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4e8ce213bd9acafc1302229bdd9b7dc6","relate_stocks":{"HPQ":"惠普","00992":"联想集团","BK4533":"AQR资本管理(全球第二大对冲基金)","BK1526":"科网股","BK1193":"电脑硬件、储存设备及电脑周边","DELL":"戴尔","BK4515":"5G概念","BK4535":"淡马锡持仓","BK1607":"新IT概念","BK4170":"电脑硬件、储存设备及电脑周边"},"source_url":"https://tech.sina.cn/it/2021-11-21/detail-iktzqtyu8566865.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2185823671","content_text":"IT之家 11 月 21 日消息,据 IDC 最新报告显示,印度 PC 市场迎来了有史以来最好的季度,台式机、笔记本电脑和工作站的总出货量为 450 万台,尽管芯片持续短缺,但与去年第三季度相比增长了 30%。其中,笔记本电脑是最热门的商品,出货量超过 360 万台,比 2020 年第三季度增长 28%。\n台式机出货量为 70 万台,同比增长 30%。工作站的数量相对较少,出货量为 9 万台,同比增长 146%。\nIT之家了解到,在 PC 厂商方面,惠普出货量、份额排名第一,连续三个季度在印度的出货量超过 100 万台。\n印度第三季度 PC 市场出货量排名第二到第五名分别为:戴尔、联想、宏碁、华硕。(IT之家)","news_type":1},"isVote":1,"tweetType":1,"viewCount":1491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872970720,"gmtCreate":1637408245711,"gmtModify":1637408251747,"author":{"id":"4089841032715420","authorId":"4089841032715420","name":"Keke0709","avatar":"https://static.tigerbbs.com/38e0698de8c5d9e56b503296fee62506","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089841032715420","authorIdStr":"4089841032715420"},"themes":[],"htmlText":"讚","listText":"讚","text":"讚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872970720","repostId":"1151657302","repostType":4,"repost":{"id":"1151657302","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":1637293894,"share":"https://www.laohu8.com/m/news/1151657302?lang=&edition=full","pubTime":"2021-11-19 11:51","market":"hk","language":"zh","title":"“大明星”齐聚!11月底港股打新“秘籍”来了!","url":"https://stock-news.laohu8.com/highlight/detail?id=1151657302","media":"老虎资讯综合","summary":"在IPO的路上,不少企业乐此不疲!本周更是明星汇聚,卫龙、顺丰同城、网易云音乐还有凯莱英等大型IPO顺利通过了港交所的上市聆讯。虽然说前阵子的港股的确是经历了一段破发潮,但不少赛道龙头依旧是获得了市场","content":"<p>在IPO的路上,不少企业乐此不疲!本周更是明星汇聚,卫龙、顺丰同城、网易云音乐还有凯莱英等大型IPO顺利通过了港交所的上市聆讯。虽然说前阵子的港股的确是经历了一段破发潮,但不少赛道龙头依旧是获得了市场的认可,不仅没有破发,相反至今还在创新高。</p>\n<p>看看微创机器人-B这个漂亮的走势,在上市后短短13个交易日内,涨幅就达到了50%,中签一手在仓里到现在浮盈高达1.08万港元!让打新人直呼过瘾。<img src=\"https://static.tigerbbs.com/acb9becc8e43a6c509cb2ea21419681b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">此外,从往年的经验来看,IPO市场也会经历不同的周期,冷热交替的情况算是再正常不过了。比如去年年底IPO市场可谓热火朝天,今年二三季度则随着大市行情走势冷淡了不少。</p>\n<p>但随着整体估值水平的回调,IPO市场的定价也会回归更加合理的水平,从这一角度来看,对于投资者来说未尝不是一件好事。</p>\n<p><b>言归正传,</b><b><b>这么多新股来了,投资者该怎么挑?市场对于IPO的认购热度将会如何?接下来小编就带大家看看这些新股的“潜力”。</b></b></p>\n<p><b>1、IPO亮点 | 卫龙再冲“辣条第一股”</b><img src=\"https://static.tigerbbs.com/f25e9fd10cc6cbef63979131e296956c\" tg-width=\"1080\" tg-height=\"4180\" referrerpolicy=\"no-referrer\">卫龙开创了中国辣味休闲食品新潮流,招股书显示,按2020年零售额计,在中国所有辣味休闲食品企业中,卫龙排名第一,市场份额为5.7%。2018年至2020年,公司营业收入分别为27.52亿元、33.85亿元、41.20亿元;利润分别为4.76亿元、6.58亿元、8.19亿元;毛利分别为9.6亿、12.5亿、15.66亿元。毛利率由2018年的34.7%,增至2019年的37.1%,进一步增至2020年的38.0%,被誉为赚钱机器一点不为过。</p>\n<p><b><b>2、深受</b></b><b>90后或00后喜爱,</b><b><b>一图读懂网易云音乐招股书</b></b></p>\n<p>网易云音乐超90%月活用户为90后或00后,是中国最受年轻一代喜爱的音乐平台之一。2021年前三季度,公司营收51亿元,同比增长52%,其中在线音乐板块收入从2020年同期18.5亿元增至24.4亿元,社交娱乐及其他板块收入从去年同期的15.2亿元增至26.7亿元,在线音乐服务收入占比47.7%,社交娱乐服务和其他收入占比52.3%。<img src=\"https://static.tigerbbs.com/d60d2041f758696bebe29b3e0f7aa916\" tg-width=\"630\" tg-height=\"5891\" referrerpolicy=\"no-referrer\"><b>3、顺丰同城:“即时配送第一股”,顺丰控股是最大客户</b></p>\n<p>顺丰同城成立于2019年6月21日,注册资本约8.02亿元,主要以顺丰同城急送品牌为现有客户和潜在客户提供即时配送服务。即为各类商家及个人提供点对点的定制化或标准化的即时配送服务,以及帮送、帮取、帮买、帮办等跑腿服务。<img src=\"https://static.tigerbbs.com/2a6c94084f38a63f89a241d49062b486\" tg-width=\"867\" tg-height=\"490\" referrerpolicy=\"no-referrer\">在不断完善全场景服务中,顺丰同城的营收呈现高速增长。招股书显示,公司营收由2018年的9.93亿元增长至2020年的48.43亿元,订单总数由2018年的7980万笔增长至2020年的7.6亿笔,年复合增长率高达208.7%。2018年-2020年,顺丰同城的前五大客户营收占比分别为67.7%、67.1%和61.2%,尤其值得关注的是,顺丰控股为其最大客户。</p>\n<p>截至2021年5月31日,顺丰同城已累计服务于超2000名品牌客户和超53万注册商家,为约1.26亿个人注册用户提供即时本地生活服务,并覆盖了中国超1000个市县。<img src=\"https://static.tigerbbs.com/c6709cbff23e994236276aea34d44a32\" tg-width=\"872\" tg-height=\"196\" referrerpolicy=\"no-referrer\">可以预见,随着订单量和运营效率的提升,收入体量的快速扩大,顺丰同城运营的规模效应将持续显现,从行业中的后来者到冲刺“第三方即时配送平台第一股”,顺丰同城的背后离不开对未来即时配送前景的精准把握和做好独立第三方的坚持,如今IPO不过是一个新起点,其在即时配送赛道上仍然大有可为。</p>\n<p><b><b>4、近日签下近31亿元神秘大订单,</b></b><b><b>凯莱英</b></b><b>赴港二次上市!</b></p>\n<p>根据港交所文件显示,11月17日,凯莱英已顺利通过上市聆讯,预计即将于港股上市。高盛、中信证券为其联席保荐人。这也是继药明康德、康龙化成、泰格医药之后,又一家“A+H”二次上市的CRO/CDMO企业。</p>\n<p>根据公开信息显示,凯莱英于1998年由留美博士洪浩在天津注册成立,已于2016年11月18日在深交所挂牌上市,目前拥有包括世界前十大制药公司中辉瑞(Pfizer),默克(Merck)等制药公司在内的产品销售客户。目前已是国内最大的化学药物商业化外包生产(CDMO)巨头,市值超千亿元。</p>\n<p>根据招股书援引的弗若斯特沙利文(Frost&Sullivan)的数据显示,按2020年的收入计,凯莱英为全球第五大原料药CDMO,拥有1.5%的市场份额,且为总部位于中国的最大型商业化阶段化学药物CDMO,拥有22.0%的市场份额。</p>\n<p>此外,招股书称,截至2021年三季度,凯莱英已与全球前20大制药厂中的15家合作,其中8家已经连续合作超十年,公司亦与众多生物技术及中小型制药公司合作。凯莱英还透露,现已将CDMO能力扩展至可纳入新药物类别,如多肽、寡核苷酸、单克隆抗体(mAb)等,也包括药物制剂、生物合成和临床CRO解决方案。</p>\n<p>财务数据方面,根据招股书显示,近三年各项数据都在稳步增长。2018年至2020年,凯莱英营收分别为18.2亿元、24.5亿元、31.4亿元,年复合增长率31.2%。此外,从2020年6月30日止六个月的营收由12.6亿增加到截至2021年6月30日止六个月的17.6亿元,增长39.7%。</p>\n<p><b>近日签下近31亿元神秘大订单</b></p>\n<p>11月16日,凯莱英披露了一份日常经营重大合同公告。公告称,公司全资子公司 Asymchem,Inc 和吉林凯莱英医药化学有限公司与美国大型制药公司就已合作的一款小分子化学创新药物 CDMO 服务签订新一批《供货合同》。截至该合同签署日,该产品CDMO服务累计合同金额为4.8亿美元(约31亿元人民币),合同周期2021-2022年。按照上述合同累计金额来看,该金额与凯莱英2020年全年营收相接近,去年凯莱英营收为31.5亿元。</p>\n<p>而就在同一日(11月16日),辉瑞也宣布:已向FDA递交新冠口服药Paxlovid(PF-07321332+利托那韦)的紧急授权申请(EUA),该申请基于日前公布的II/III期临床EPIC-HR研究中期分析数据。同时,辉瑞表示已经向包括英国、澳大利亚、韩国在内的多个国家开始滚动提交上市申请。因此业内普遍推测凯莱英公告的合作企业为辉瑞,合作产品应为辉瑞的新冠口服药Paxlovid的原料药。</p>\n<p>国盛证券发布研报,上调凯莱英盈利预测。预计公司2021-2023年归母净利润分别为9.98亿、16.79亿、19.96亿元,增长分别为38.2%、68.2%、18.9%。未来几年公司有望随着商业化项目的增多业绩呈现高速增长,后劲十足。</p>\n<p><b>5、雍禾医疗将于本周寻求港交所聆讯,若闯关成功,雍禾医疗将成为“植发第一股”。</b></p>\n<p>雍禾医疗成立于2005年,主要经营品牌为“雍禾植发”,现已经形成了囊括脱发门诊、药物治疗、史云逊健发中心、哈发达假发研发生产中心等业务的毛发医疗综合体。招股书显示,公司已在中国50个城市经营51家医疗机构。</p>\n<p>据了解,中国有超2.5亿人脱发,平均每6人当中就有1人饱受脱发困扰。更严重的是,大批90后已经加入了脱发大军中,并由此引出了庞大的毛发医疗服务市场。</p>\n<p><b>财务数据</b></p>\n<p>招股书显示,2018-2020年,雍禾医疗的收入分别为9.34亿元(单位:人民币,下同)、12.24亿元和16.38亿元。年度全面收入总额分别为5350万元、3562.4万元和1.63亿元。</p>\n<p>截止至2020年12月31日,公司持有的现金及现金等价物为2.93亿元。<img src=\"https://static.tigerbbs.com/c5f929fe2ac67e59557eede9ac3d089f\" tg-width=\"563\" tg-height=\"553\" 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>“大明星”齐聚!11月底港股打新“秘籍”来了!</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; 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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“大明星”齐聚!11月底港股打新“秘籍”来了!\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\">2021-11-19 11:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>在IPO的路上,不少企业乐此不疲!本周更是明星汇聚,卫龙、顺丰同城、网易云音乐还有凯莱英等大型IPO顺利通过了港交所的上市聆讯。虽然说前阵子的港股的确是经历了一段破发潮,但不少赛道龙头依旧是获得了市场的认可,不仅没有破发,相反至今还在创新高。</p>\n<p>看看微创机器人-B这个漂亮的走势,在上市后短短13个交易日内,涨幅就达到了50%,中签一手在仓里到现在浮盈高达1.08万港元!让打新人直呼过瘾。<img src=\"https://static.tigerbbs.com/acb9becc8e43a6c509cb2ea21419681b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">此外,从往年的经验来看,IPO市场也会经历不同的周期,冷热交替的情况算是再正常不过了。比如去年年底IPO市场可谓热火朝天,今年二三季度则随着大市行情走势冷淡了不少。</p>\n<p>但随着整体估值水平的回调,IPO市场的定价也会回归更加合理的水平,从这一角度来看,对于投资者来说未尝不是一件好事。</p>\n<p><b>言归正传,</b><b><b>这么多新股来了,投资者该怎么挑?市场对于IPO的认购热度将会如何?接下来小编就带大家看看这些新股的“潜力”。</b></b></p>\n<p><b>1、IPO亮点 | 卫龙再冲“辣条第一股”</b><img src=\"https://static.tigerbbs.com/f25e9fd10cc6cbef63979131e296956c\" tg-width=\"1080\" tg-height=\"4180\" referrerpolicy=\"no-referrer\">卫龙开创了中国辣味休闲食品新潮流,招股书显示,按2020年零售额计,在中国所有辣味休闲食品企业中,卫龙排名第一,市场份额为5.7%。2018年至2020年,公司营业收入分别为27.52亿元、33.85亿元、41.20亿元;利润分别为4.76亿元、6.58亿元、8.19亿元;毛利分别为9.6亿、12.5亿、15.66亿元。毛利率由2018年的34.7%,增至2019年的37.1%,进一步增至2020年的38.0%,被誉为赚钱机器一点不为过。</p>\n<p><b><b>2、深受</b></b><b>90后或00后喜爱,</b><b><b>一图读懂网易云音乐招股书</b></b></p>\n<p>网易云音乐超90%月活用户为90后或00后,是中国最受年轻一代喜爱的音乐平台之一。2021年前三季度,公司营收51亿元,同比增长52%,其中在线音乐板块收入从2020年同期18.5亿元增至24.4亿元,社交娱乐及其他板块收入从去年同期的15.2亿元增至26.7亿元,在线音乐服务收入占比47.7%,社交娱乐服务和其他收入占比52.3%。<img src=\"https://static.tigerbbs.com/d60d2041f758696bebe29b3e0f7aa916\" tg-width=\"630\" tg-height=\"5891\" referrerpolicy=\"no-referrer\"><b>3、顺丰同城:“即时配送第一股”,顺丰控股是最大客户</b></p>\n<p>顺丰同城成立于2019年6月21日,注册资本约8.02亿元,主要以顺丰同城急送品牌为现有客户和潜在客户提供即时配送服务。即为各类商家及个人提供点对点的定制化或标准化的即时配送服务,以及帮送、帮取、帮买、帮办等跑腿服务。<img src=\"https://static.tigerbbs.com/2a6c94084f38a63f89a241d49062b486\" tg-width=\"867\" tg-height=\"490\" referrerpolicy=\"no-referrer\">在不断完善全场景服务中,顺丰同城的营收呈现高速增长。招股书显示,公司营收由2018年的9.93亿元增长至2020年的48.43亿元,订单总数由2018年的7980万笔增长至2020年的7.6亿笔,年复合增长率高达208.7%。2018年-2020年,顺丰同城的前五大客户营收占比分别为67.7%、67.1%和61.2%,尤其值得关注的是,顺丰控股为其最大客户。</p>\n<p>截至2021年5月31日,顺丰同城已累计服务于超2000名品牌客户和超53万注册商家,为约1.26亿个人注册用户提供即时本地生活服务,并覆盖了中国超1000个市县。<img src=\"https://static.tigerbbs.com/c6709cbff23e994236276aea34d44a32\" tg-width=\"872\" tg-height=\"196\" referrerpolicy=\"no-referrer\">可以预见,随着订单量和运营效率的提升,收入体量的快速扩大,顺丰同城运营的规模效应将持续显现,从行业中的后来者到冲刺“第三方即时配送平台第一股”,顺丰同城的背后离不开对未来即时配送前景的精准把握和做好独立第三方的坚持,如今IPO不过是一个新起点,其在即时配送赛道上仍然大有可为。</p>\n<p><b><b>4、近日签下近31亿元神秘大订单,</b></b><b><b>凯莱英</b></b><b>赴港二次上市!</b></p>\n<p>根据港交所文件显示,11月17日,凯莱英已顺利通过上市聆讯,预计即将于港股上市。高盛、中信证券为其联席保荐人。这也是继药明康德、康龙化成、泰格医药之后,又一家“A+H”二次上市的CRO/CDMO企业。</p>\n<p>根据公开信息显示,凯莱英于1998年由留美博士洪浩在天津注册成立,已于2016年11月18日在深交所挂牌上市,目前拥有包括世界前十大制药公司中辉瑞(Pfizer),默克(Merck)等制药公司在内的产品销售客户。目前已是国内最大的化学药物商业化外包生产(CDMO)巨头,市值超千亿元。</p>\n<p>根据招股书援引的弗若斯特沙利文(Frost&Sullivan)的数据显示,按2020年的收入计,凯莱英为全球第五大原料药CDMO,拥有1.5%的市场份额,且为总部位于中国的最大型商业化阶段化学药物CDMO,拥有22.0%的市场份额。</p>\n<p>此外,招股书称,截至2021年三季度,凯莱英已与全球前20大制药厂中的15家合作,其中8家已经连续合作超十年,公司亦与众多生物技术及中小型制药公司合作。凯莱英还透露,现已将CDMO能力扩展至可纳入新药物类别,如多肽、寡核苷酸、单克隆抗体(mAb)等,也包括药物制剂、生物合成和临床CRO解决方案。</p>\n<p>财务数据方面,根据招股书显示,近三年各项数据都在稳步增长。2018年至2020年,凯莱英营收分别为18.2亿元、24.5亿元、31.4亿元,年复合增长率31.2%。此外,从2020年6月30日止六个月的营收由12.6亿增加到截至2021年6月30日止六个月的17.6亿元,增长39.7%。</p>\n<p><b>近日签下近31亿元神秘大订单</b></p>\n<p>11月16日,凯莱英披露了一份日常经营重大合同公告。公告称,公司全资子公司 Asymchem,Inc 和吉林凯莱英医药化学有限公司与美国大型制药公司就已合作的一款小分子化学创新药物 CDMO 服务签订新一批《供货合同》。截至该合同签署日,该产品CDMO服务累计合同金额为4.8亿美元(约31亿元人民币),合同周期2021-2022年。按照上述合同累计金额来看,该金额与凯莱英2020年全年营收相接近,去年凯莱英营收为31.5亿元。</p>\n<p>而就在同一日(11月16日),辉瑞也宣布:已向FDA递交新冠口服药Paxlovid(PF-07321332+利托那韦)的紧急授权申请(EUA),该申请基于日前公布的II/III期临床EPIC-HR研究中期分析数据。同时,辉瑞表示已经向包括英国、澳大利亚、韩国在内的多个国家开始滚动提交上市申请。因此业内普遍推测凯莱英公告的合作企业为辉瑞,合作产品应为辉瑞的新冠口服药Paxlovid的原料药。</p>\n<p>国盛证券发布研报,上调凯莱英盈利预测。预计公司2021-2023年归母净利润分别为9.98亿、16.79亿、19.96亿元,增长分别为38.2%、68.2%、18.9%。未来几年公司有望随着商业化项目的增多业绩呈现高速增长,后劲十足。</p>\n<p><b>5、雍禾医疗将于本周寻求港交所聆讯,若闯关成功,雍禾医疗将成为“植发第一股”。</b></p>\n<p>雍禾医疗成立于2005年,主要经营品牌为“雍禾植发”,现已经形成了囊括脱发门诊、药物治疗、史云逊健发中心、哈发达假发研发生产中心等业务的毛发医疗综合体。招股书显示,公司已在中国50个城市经营51家医疗机构。</p>\n<p>据了解,中国有超2.5亿人脱发,平均每6人当中就有1人饱受脱发困扰。更严重的是,大批90后已经加入了脱发大军中,并由此引出了庞大的毛发医疗服务市场。</p>\n<p><b>财务数据</b></p>\n<p>招股书显示,2018-2020年,雍禾医疗的收入分别为9.34亿元(单位:人民币,下同)、12.24亿元和16.38亿元。年度全面收入总额分别为5350万元、3562.4万元和1.63亿元。</p>\n<p>截止至2020年12月31日,公司持有的现金及现金等价物为2.93亿元。<img src=\"https://static.tigerbbs.com/c5f929fe2ac67e59557eede9ac3d089f\" tg-width=\"563\" tg-height=\"553\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/753c9aba3202037bc97463c545d5d015","relate_stocks":{"HSI":"恒生指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151657302","content_text":"在IPO的路上,不少企业乐此不疲!本周更是明星汇聚,卫龙、顺丰同城、网易云音乐还有凯莱英等大型IPO顺利通过了港交所的上市聆讯。虽然说前阵子的港股的确是经历了一段破发潮,但不少赛道龙头依旧是获得了市场的认可,不仅没有破发,相反至今还在创新高。\n看看微创机器人-B这个漂亮的走势,在上市后短短13个交易日内,涨幅就达到了50%,中签一手在仓里到现在浮盈高达1.08万港元!让打新人直呼过瘾。此外,从往年的经验来看,IPO市场也会经历不同的周期,冷热交替的情况算是再正常不过了。比如去年年底IPO市场可谓热火朝天,今年二三季度则随着大市行情走势冷淡了不少。\n但随着整体估值水平的回调,IPO市场的定价也会回归更加合理的水平,从这一角度来看,对于投资者来说未尝不是一件好事。\n言归正传,这么多新股来了,投资者该怎么挑?市场对于IPO的认购热度将会如何?接下来小编就带大家看看这些新股的“潜力”。\n1、IPO亮点 | 卫龙再冲“辣条第一股”卫龙开创了中国辣味休闲食品新潮流,招股书显示,按2020年零售额计,在中国所有辣味休闲食品企业中,卫龙排名第一,市场份额为5.7%。2018年至2020年,公司营业收入分别为27.52亿元、33.85亿元、41.20亿元;利润分别为4.76亿元、6.58亿元、8.19亿元;毛利分别为9.6亿、12.5亿、15.66亿元。毛利率由2018年的34.7%,增至2019年的37.1%,进一步增至2020年的38.0%,被誉为赚钱机器一点不为过。\n2、深受90后或00后喜爱,一图读懂网易云音乐招股书\n网易云音乐超90%月活用户为90后或00后,是中国最受年轻一代喜爱的音乐平台之一。2021年前三季度,公司营收51亿元,同比增长52%,其中在线音乐板块收入从2020年同期18.5亿元增至24.4亿元,社交娱乐及其他板块收入从去年同期的15.2亿元增至26.7亿元,在线音乐服务收入占比47.7%,社交娱乐服务和其他收入占比52.3%。3、顺丰同城:“即时配送第一股”,顺丰控股是最大客户\n顺丰同城成立于2019年6月21日,注册资本约8.02亿元,主要以顺丰同城急送品牌为现有客户和潜在客户提供即时配送服务。即为各类商家及个人提供点对点的定制化或标准化的即时配送服务,以及帮送、帮取、帮买、帮办等跑腿服务。在不断完善全场景服务中,顺丰同城的营收呈现高速增长。招股书显示,公司营收由2018年的9.93亿元增长至2020年的48.43亿元,订单总数由2018年的7980万笔增长至2020年的7.6亿笔,年复合增长率高达208.7%。2018年-2020年,顺丰同城的前五大客户营收占比分别为67.7%、67.1%和61.2%,尤其值得关注的是,顺丰控股为其最大客户。\n截至2021年5月31日,顺丰同城已累计服务于超2000名品牌客户和超53万注册商家,为约1.26亿个人注册用户提供即时本地生活服务,并覆盖了中国超1000个市县。可以预见,随着订单量和运营效率的提升,收入体量的快速扩大,顺丰同城运营的规模效应将持续显现,从行业中的后来者到冲刺“第三方即时配送平台第一股”,顺丰同城的背后离不开对未来即时配送前景的精准把握和做好独立第三方的坚持,如今IPO不过是一个新起点,其在即时配送赛道上仍然大有可为。\n4、近日签下近31亿元神秘大订单,凯莱英赴港二次上市!\n根据港交所文件显示,11月17日,凯莱英已顺利通过上市聆讯,预计即将于港股上市。高盛、中信证券为其联席保荐人。这也是继药明康德、康龙化成、泰格医药之后,又一家“A+H”二次上市的CRO/CDMO企业。\n根据公开信息显示,凯莱英于1998年由留美博士洪浩在天津注册成立,已于2016年11月18日在深交所挂牌上市,目前拥有包括世界前十大制药公司中辉瑞(Pfizer),默克(Merck)等制药公司在内的产品销售客户。目前已是国内最大的化学药物商业化外包生产(CDMO)巨头,市值超千亿元。\n根据招股书援引的弗若斯特沙利文(Frost&Sullivan)的数据显示,按2020年的收入计,凯莱英为全球第五大原料药CDMO,拥有1.5%的市场份额,且为总部位于中国的最大型商业化阶段化学药物CDMO,拥有22.0%的市场份额。\n此外,招股书称,截至2021年三季度,凯莱英已与全球前20大制药厂中的15家合作,其中8家已经连续合作超十年,公司亦与众多生物技术及中小型制药公司合作。凯莱英还透露,现已将CDMO能力扩展至可纳入新药物类别,如多肽、寡核苷酸、单克隆抗体(mAb)等,也包括药物制剂、生物合成和临床CRO解决方案。\n财务数据方面,根据招股书显示,近三年各项数据都在稳步增长。2018年至2020年,凯莱英营收分别为18.2亿元、24.5亿元、31.4亿元,年复合增长率31.2%。此外,从2020年6月30日止六个月的营收由12.6亿增加到截至2021年6月30日止六个月的17.6亿元,增长39.7%。\n近日签下近31亿元神秘大订单\n11月16日,凯莱英披露了一份日常经营重大合同公告。公告称,公司全资子公司 Asymchem,Inc 和吉林凯莱英医药化学有限公司与美国大型制药公司就已合作的一款小分子化学创新药物 CDMO 服务签订新一批《供货合同》。截至该合同签署日,该产品CDMO服务累计合同金额为4.8亿美元(约31亿元人民币),合同周期2021-2022年。按照上述合同累计金额来看,该金额与凯莱英2020年全年营收相接近,去年凯莱英营收为31.5亿元。\n而就在同一日(11月16日),辉瑞也宣布:已向FDA递交新冠口服药Paxlovid(PF-07321332+利托那韦)的紧急授权申请(EUA),该申请基于日前公布的II/III期临床EPIC-HR研究中期分析数据。同时,辉瑞表示已经向包括英国、澳大利亚、韩国在内的多个国家开始滚动提交上市申请。因此业内普遍推测凯莱英公告的合作企业为辉瑞,合作产品应为辉瑞的新冠口服药Paxlovid的原料药。\n国盛证券发布研报,上调凯莱英盈利预测。预计公司2021-2023年归母净利润分别为9.98亿、16.79亿、19.96亿元,增长分别为38.2%、68.2%、18.9%。未来几年公司有望随着商业化项目的增多业绩呈现高速增长,后劲十足。\n5、雍禾医疗将于本周寻求港交所聆讯,若闯关成功,雍禾医疗将成为“植发第一股”。\n雍禾医疗成立于2005年,主要经营品牌为“雍禾植发”,现已经形成了囊括脱发门诊、药物治疗、史云逊健发中心、哈发达假发研发生产中心等业务的毛发医疗综合体。招股书显示,公司已在中国50个城市经营51家医疗机构。\n据了解,中国有超2.5亿人脱发,平均每6人当中就有1人饱受脱发困扰。更严重的是,大批90后已经加入了脱发大军中,并由此引出了庞大的毛发医疗服务市场。\n财务数据\n招股书显示,2018-2020年,雍禾医疗的收入分别为9.34亿元(单位:人民币,下同)、12.24亿元和16.38亿元。年度全面收入总额分别为5350万元、3562.4万元和1.63亿元。\n截止至2020年12月31日,公司持有的现金及现金等价物为2.93亿元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876129089,"gmtCreate":1637283840341,"gmtModify":1637283876411,"author":{"id":"4089841032715420","authorId":"4089841032715420","name":"Keke0709","avatar":"https://static.tigerbbs.com/38e0698de8c5d9e56b503296fee62506","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089841032715420","authorIdStr":"4089841032715420"},"themes":[],"htmlText":"謝謝分享","listText":"謝謝分享","text":"謝謝分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876129089","repostId":"878088057","repostType":1,"repost":{"id":878088057,"gmtCreate":1637124057491,"gmtModify":1637194014754,"author":{"id":"3565682207192149","authorId":"3565682207192149","name":"Jasonc13","avatar":"https://static.tigerbbs.com/170ea48cdc1622abfe44158c22dcf8ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565682207192149","authorIdStr":"3565682207192149"},"themes":[],"title":"Why Sea Limited Stock Sank ?","htmlText":"What happened ?Singapore-based e-commerce, payments, and online-gaming company Sea Limited (NYSE:SE) dropped 3.5% through 2:45 p.m. EST Tuesday afternoon after reporting mixed results for its fiscal Q3 2021.Analysts had forecast Sea would lose $0.65 per share on less than $2.5 billion in sales for the quarter. As it turned out, Sea booked sales of $2.7 billion -- but lost $0.84 per share in the process.Not all the news was bad. Sales for the quarter not only exceeded expectations but rocketed 122% year over year. Gaming revenue grew 93%, payments were up 111%, and e-commerce did best of all -- up 134% year over year.Gross profit margins on those sales were also up, and gross profits at the company therefore outperformed sales growth, rising 148%. Nevertheless, Sea Limited also doubled its","listText":"What happened ?Singapore-based e-commerce, payments, and online-gaming company Sea Limited (NYSE:SE) dropped 3.5% through 2:45 p.m. EST Tuesday afternoon after reporting mixed results for its fiscal Q3 2021.Analysts had forecast Sea would lose $0.65 per share on less than $2.5 billion in sales for the quarter. As it turned out, Sea booked sales of $2.7 billion -- but lost $0.84 per share in the process.Not all the news was bad. Sales for the quarter not only exceeded expectations but rocketed 122% year over year. Gaming revenue grew 93%, payments were up 111%, and e-commerce did best of all -- up 134% year over year.Gross profit margins on those sales were also up, and gross profits at the company therefore outperformed sales growth, rising 148%. Nevertheless, Sea Limited also doubled its","text":"What happened ?Singapore-based e-commerce, payments, and online-gaming company Sea Limited (NYSE:SE) dropped 3.5% through 2:45 p.m. EST Tuesday afternoon after reporting mixed results for its fiscal Q3 2021.Analysts had forecast Sea would lose $0.65 per share on less than $2.5 billion in sales for the quarter. As it turned out, Sea booked sales of $2.7 billion -- but lost $0.84 per share in the process.Not all the news was bad. Sales for the quarter not only exceeded expectations but rocketed 122% year over year. Gaming revenue grew 93%, payments were up 111%, and e-commerce did best of all -- up 134% year over year.Gross profit margins on those sales were also up, and gross profits at the company therefore outperformed sales growth, rising 148%. Nevertheless, Sea Limited also doubled its","images":[{"img":"https://static.tigerbbs.com/dd4cc6b86991375455c3e13326a38c8c","width":"1080","height":"549"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878088057","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873338698,"gmtCreate":1636855975914,"gmtModify":1636855975973,"author":{"id":"4089841032715420","authorId":"4089841032715420","name":"Keke0709","avatar":"https://static.tigerbbs.com/38e0698de8c5d9e56b503296fee62506","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089841032715420","authorIdStr":"4089841032715420"},"themes":[],"htmlText":"讚","listText":"讚","text":"讚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873338698","repostId":"873004366","repostType":1,"repost":{"id":873004366,"gmtCreate":1636786097852,"gmtModify":1744960753840,"author":{"id":"35433028694349","authorId":"35433028694349","name":"老虎专刊","avatar":"https://static.laohu8.com/e0b93d50cf0df54ce7b1b746f78db36c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"35433028694349","authorIdStr":"35433028694349"},"themes":[],"title":"【老虎周刊】老虎社区一周十大精华文章","htmlText":"嗨,虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作,希望对您的投资有所助力。 最好发现认识志同道合的虎友,一起投资一起成长。感谢虎友们支持,祝您投资顺利! 下面进入一周榜单: <a href=\"https://laohu8.com/TW/870704399\" target=\"_blank\">大泡沫!为什么千亿市值Rivian和Lucid风险远大于机会</a> 发布者:<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二说价值</a> 美国电动车公司Rivian上市首日股价飚升53%,市值超千亿美元。它和Lucid还没怎么量产车,整个市值已经都到了几百亿美元,甚至千亿美元。现在这两家公司被各路媒体吹上了天,认为未来会和特斯拉一样,到万亿级别。那我真是要为这些朋友感到担心了。 这期我要说,为什么我不看好在新能源领域会有第二个特斯拉出现。 <a href=\"https://laohu8.com/TW/847570990\" target=\"_blank\">腾讯不及预期是真的,但还能更差吗?</a> 发布者:<a target=\"_blank\" href=\"https://laohu8.com/U/3440721572920950\">@小虎消息</a> <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>Q3似乎并没有投资者期待已久的惊喜。营收同比只增长13%至1432亿元,比预期的1454亿元差一些;期内盈利400亿元,同比仅增长3%;而归属股东净利润317.5亿元,同比下降2%,不及预期的326亿元。 对不熟悉腾讯的投资者来说,惊吓着实有一些。","listText":"嗨,虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作,希望对您的投资有所助力。 最好发现认识志同道合的虎友,一起投资一起成长。感谢虎友们支持,祝您投资顺利! 下面进入一周榜单: <a href=\"https://laohu8.com/TW/870704399\" target=\"_blank\">大泡沫!为什么千亿市值Rivian和Lucid风险远大于机会</a> 发布者:<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二说价值</a> 美国电动车公司Rivian上市首日股价飚升53%,市值超千亿美元。它和Lucid还没怎么量产车,整个市值已经都到了几百亿美元,甚至千亿美元。现在这两家公司被各路媒体吹上了天,认为未来会和特斯拉一样,到万亿级别。那我真是要为这些朋友感到担心了。 这期我要说,为什么我不看好在新能源领域会有第二个特斯拉出现。 <a href=\"https://laohu8.com/TW/847570990\" target=\"_blank\">腾讯不及预期是真的,但还能更差吗?</a> 发布者:<a target=\"_blank\" href=\"https://laohu8.com/U/3440721572920950\">@小虎消息</a> <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>Q3似乎并没有投资者期待已久的惊喜。营收同比只增长13%至1432亿元,比预期的1454亿元差一些;期内盈利400亿元,同比仅增长3%;而归属股东净利润317.5亿元,同比下降2%,不及预期的326亿元。 对不熟悉腾讯的投资者来说,惊吓着实有一些。","text":"嗨,虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作,希望对您的投资有所助力。 最好发现认识志同道合的虎友,一起投资一起成长。感谢虎友们支持,祝您投资顺利! 下面进入一周榜单: 大泡沫!为什么千亿市值Rivian和Lucid风险远大于机会 发布者:@不二说价值 美国电动车公司Rivian上市首日股价飚升53%,市值超千亿美元。它和Lucid还没怎么量产车,整个市值已经都到了几百亿美元,甚至千亿美元。现在这两家公司被各路媒体吹上了天,认为未来会和特斯拉一样,到万亿级别。那我真是要为这些朋友感到担心了。 这期我要说,为什么我不看好在新能源领域会有第二个特斯拉出现。 腾讯不及预期是真的,但还能更差吗? 发布者:@小虎消息 $腾讯控股(00700)$Q3似乎并没有投资者期待已久的惊喜。营收同比只增长13%至1432亿元,比预期的1454亿元差一些;期内盈利400亿元,同比仅增长3%;而归属股东净利润317.5亿元,同比下降2%,不及预期的326亿元。 对不熟悉腾讯的投资者来说,惊吓着实有一些。","images":[{"img":"https://static.tigerbbs.com/c8116be6f30177877478465a24389611","width":"931","height":"461"},{"img":"https://static.tigerbbs.com/8e958e0c4197a13a77976bcdbc66a021","width":"800","height":"659"},{"img":"https://static.tigerbbs.com/dfb1a24d54a6a60238fdfd43d5f3576e","width":"604","height":"354"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873004366","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879400450,"gmtCreate":1636759255658,"gmtModify":1636759255658,"author":{"id":"4089841032715420","authorId":"4089841032715420","name":"Keke0709","avatar":"https://static.tigerbbs.com/38e0698de8c5d9e56b503296fee62506","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089841032715420","authorIdStr":"4089841032715420"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879400450","repostId":"879180919","repostType":1,"repost":{"id":879180919,"gmtCreate":1636689928168,"gmtModify":1636750969791,"author":{"id":"3574968450404111","authorId":"3574968450404111","name":"B.God","avatar":"https://static.tigerbbs.com/8fba96cdefc2640a0413c00996aed28d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574968450404111","authorIdStr":"3574968450404111"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>Goldman Sachs increased their BB shares yesterday by 328%. holy cow!!","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>Goldman Sachs increased their BB shares yesterday by 328%. holy cow!!","text":"$BlackBerry(BB)$Goldman Sachs increased their BB shares yesterday by 328%. holy cow!!","images":[{"img":"https://static.tigerbbs.com/5b0773f77e9c7646cb55d7d62100cb70","width":"1170","height":"1136"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879180919","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879948194,"gmtCreate":1636678864605,"gmtModify":1636678864762,"author":{"id":"4089841032715420","authorId":"4089841032715420","name":"Keke0709","avatar":"https://static.tigerbbs.com/38e0698de8c5d9e56b503296fee62506","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089841032715420","authorIdStr":"4089841032715420"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>年尾有望12塊嗎","listText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>年尾有望12塊嗎","text":"$Clover Health Corp(CLOV)$年尾有望12塊嗎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879948194","isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846893412,"gmtCreate":1636071427936,"gmtModify":1636071428116,"author":{"id":"4089841032715420","authorId":"4089841032715420","name":"Keke0709","avatar":"https://static.tigerbbs.com/38e0698de8c5d9e56b503296fee62506","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089841032715420","authorIdStr":"4089841032715420"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TELL\">$Tellurian Inc.(TELL)$</a>财报要出了 和新加坡10年合约 冲啊","listText":"<a href=\"https://laohu8.com/S/TELL\">$Tellurian Inc.(TELL)$</a>财报要出了 和新加坡10年合约 冲啊","text":"$Tellurian Inc.(TELL)$财报要出了 和新加坡10年合约 冲啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846893412","repostId":"848666131","repostType":1,"repost":{"id":848666131,"gmtCreate":1635995367319,"gmtModify":1703724170129,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🚀【11月4日】涨!龙头科技股全线收涨!今天有什么交易计划","htmlText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 11月4日讯,港股三大指数集体高开,恒指涨0.46%报25141点,国指涨0.45%报8897点,恒生科技指数涨0.78%报6322点。 盘面上,大型科技股<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 高开近3%,<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 涨近2%;体育用品股继续走高,<a 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href=\"https://laohu8.com/S/03968\">$招商银行(03968)$</a> 涨超2%。另一方面,昨日大涨内房股佳兆业集团低开逾4%,互联网医疗股、石油股,建材水泥股走低明显。 美股市场 道琼斯指数盘中早些时候下跌超过160点后转而上涨,收盘上涨0.29%,收盘时创下新高。标准普尔500指数上涨0.65%,创下历史新高。纳斯达克综合指数上涨1.04%,收盘创下纪录。三大主要股指连续第四个交易日收于新高。 热门中概股周三收盘多数走高,<a href=\"https://laohu8.com/S/OG\">$洋葱集团(OG)$<</a>","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 11月4日讯,港股三大指数集体高开,恒指涨0.46%报25141点,国指涨0.45%报8897点,恒生科技指数涨0.78%报6322点。 盘面上,大型科技股$阿里巴巴-SW(09988)$ 、$百度集团-SW(09888)$ 高开近3%,$腾讯控股(00700)$ 、$京东集团-SW(09618)$ 涨近2%;体育用品股继续走高,$李宁(02331)$ 涨超3%,汽车股、电力股、内银股、内险股等金融股多数上涨,$比亚迪股份(01211)$ 高开逾3%,$招商银行(03968)$ 涨超2%。另一方面,昨日大涨内房股佳兆业集团低开逾4%,互联网医疗股、石油股,建材水泥股走低明显。 美股市场 道琼斯指数盘中早些时候下跌超过160点后转而上涨,收盘上涨0.29%,收盘时创下新高。标准普尔500指数上涨0.65%,创下历史新高。纳斯达克综合指数上涨1.04%,收盘创下纪录。三大主要股指连续第四个交易日收于新高。 热门中概股周三收盘多数走高,$洋葱集团(OG)$<","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848666131","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846027164,"gmtCreate":1636036235049,"gmtModify":1636036235200,"author":{"id":"4089841032715420","authorId":"4089841032715420","name":"Keke0709","avatar":"https://static.tigerbbs.com/38e0698de8c5d9e56b503296fee62506","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089841032715420","authorIdStr":"4089841032715420"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846027164","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841436643,"gmtCreate":1635932416566,"gmtModify":1635932416751,"author":{"id":"4089841032715420","authorId":"4089841032715420","name":"Keke0709","avatar":"https://static.tigerbbs.com/38e0698de8c5d9e56b503296fee62506","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089841032715420","authorIdStr":"4089841032715420"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841436643","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843270224,"gmtCreate":1635837255169,"gmtModify":1635837255169,"author":{"id":"4089841032715420","authorId":"4089841032715420","name":"Keke0709","avatar":"https://static.tigerbbs.com/38e0698de8c5d9e56b503296fee62506","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089841032715420","authorIdStr":"4089841032715420"},"themes":[],"htmlText":"來","listText":"來","text":"來","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843270224","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849267845,"gmtCreate":1635759749058,"gmtModify":1635759749058,"author":{"id":"4089841032715420","authorId":"4089841032715420","name":"Keke0709","avatar":"https://static.tigerbbs.com/38e0698de8c5d9e56b503296fee62506","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089841032715420","authorIdStr":"4089841032715420"},"themes":[],"htmlText":"我玩會","listText":"我玩會","text":"我玩會","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849267845","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849109848,"gmtCreate":1635732315252,"gmtModify":1635732315252,"author":{"id":"4089841032715420","authorId":"4089841032715420","name":"Keke0709","avatar":"https://static.tigerbbs.com/38e0698de8c5d9e56b503296fee62506","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089841032715420","authorIdStr":"4089841032715420"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849109848","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":816946730,"gmtCreate":1630462845420,"gmtModify":1631885374918,"author":{"id":"4089841032715420","authorId":"4089841032715420","name":"Keke0709","avatar":"https://static.tigerbbs.com/38e0698de8c5d9e56b503296fee62506","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089841032715420","authorIdStr":"4089841032715420"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AW9U.SI\">$先锋医疗产业信托(AW9U.SI)$</a>誰還持有??","listText":"<a href=\"https://laohu8.com/S/AW9U.SI\">$先锋医疗产业信托(AW9U.SI)$</a>誰還持有??","text":"$先锋医疗产业信托(AW9U.SI)$誰還持有??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/816946730","isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699451248,"gmtCreate":1639880861484,"gmtModify":1639880861671,"author":{"id":"4089841032715420","authorId":"4089841032715420","name":"Keke0709","avatar":"https://static.tigerbbs.com/38e0698de8c5d9e56b503296fee62506","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089841032715420","authorIdStr":"4089841032715420"},"themes":[],"htmlText":"電動車未來趨勢 可是特斯拉股價太高 不追 風險 <a href=\"https://laohu8.com/S/GM\">$通用汽车(GM)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/LCID\">$Lucid Group Inc(LCID)$</a>會買","listText":"電動車未來趨勢 可是特斯拉股價太高 不追 風險 <a href=\"https://laohu8.com/S/GM\">$通用汽车(GM)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/LCID\">$Lucid Group Inc(LCID)$</a>會買","text":"電動車未來趨勢 可是特斯拉股價太高 不追 風險 $通用汽车(GM)$$蔚来(NIO)$$Lucid Group Inc(LCID)$會買","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/699451248","repostId":"607643497","repostType":1,"repost":{"id":607643497,"gmtCreate":1639536467270,"gmtModify":1639537274150,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🔥【12月15日】美股再跌,新能源汽车股走低,今天买点啥?","htmlText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 12月15日讯,港股三大指数开盘涨跌不一,恒指涨0.09%,国指涨0.1%,恒生科技指数跌0.36%。 盘面上,大型科技股多数延续下跌,<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 跌1.14%,<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 跌1%,<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 小幅低开,惟<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 涨近3%;港口海运股集体低开,<a target=\"_blank\" href=\"https://laohu8.com/S/01308\">$海丰国际(01308)$</a> 跌5%,电力股、餐饮股、半导体股普跌下跌,<a target=\"_blank\" href=\"https://laohu8.com/S/00916\">$龙源电力(00916)$</a> 跌近2%;连跌多日的濠赌股反弹,内房股与物管股多数高开,龙光集团涨近3%。","listText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 12月15日讯,港股三大指数开盘涨跌不一,恒指涨0.09%,国指涨0.1%,恒生科技指数跌0.36%。 盘面上,大型科技股多数延续下跌,<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 跌1.14%,<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 跌1%,<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 小幅低开,惟<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 涨近3%;港口海运股集体低开,<a target=\"_blank\" href=\"https://laohu8.com/S/01308\">$海丰国际(01308)$</a> 跌5%,电力股、餐饮股、半导体股普跌下跌,<a target=\"_blank\" href=\"https://laohu8.com/S/00916\">$龙源电力(00916)$</a> 跌近2%;连跌多日的濠赌股反弹,内房股与物管股多数高开,龙光集团涨近3%。","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 12月15日讯,港股三大指数开盘涨跌不一,恒指涨0.09%,国指涨0.1%,恒生科技指数跌0.36%。 盘面上,大型科技股多数延续下跌,$美团-W(03690)$ 跌1.14%,$百度集团-SW(09888)$ 跌1%,$腾讯控股(00700)$ 、$京东集团-SW(09618)$ 、$网易-S(09999)$ 小幅低开,惟$阿里巴巴-SW(09988)$ 涨近3%;港口海运股集体低开,$海丰国际(01308)$ 跌5%,电力股、餐饮股、半导体股普跌下跌,$龙源电力(00916)$ 跌近2%;连跌多日的濠赌股反弹,内房股与物管股多数高开,龙光集团涨近3%。","images":[{"img":"https://static.tigerbbs.com/a6939ac49dd09755314e901a2a075472","width":"554","height":"547"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607643497","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872970720,"gmtCreate":1637408245711,"gmtModify":1637408251747,"author":{"id":"4089841032715420","authorId":"4089841032715420","name":"Keke0709","avatar":"https://static.tigerbbs.com/38e0698de8c5d9e56b503296fee62506","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089841032715420","authorIdStr":"4089841032715420"},"themes":[],"htmlText":"讚","listText":"讚","text":"讚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872970720","repostId":"1151657302","repostType":4,"repost":{"id":"1151657302","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":1637293894,"share":"https://www.laohu8.com/m/news/1151657302?lang=&edition=full","pubTime":"2021-11-19 11:51","market":"hk","language":"zh","title":"“大明星”齐聚!11月底港股打新“秘籍”来了!","url":"https://stock-news.laohu8.com/highlight/detail?id=1151657302","media":"老虎资讯综合","summary":"在IPO的路上,不少企业乐此不疲!本周更是明星汇聚,卫龙、顺丰同城、网易云音乐还有凯莱英等大型IPO顺利通过了港交所的上市聆讯。虽然说前阵子的港股的确是经历了一段破发潮,但不少赛道龙头依旧是获得了市场","content":"<p>在IPO的路上,不少企业乐此不疲!本周更是明星汇聚,卫龙、顺丰同城、网易云音乐还有凯莱英等大型IPO顺利通过了港交所的上市聆讯。虽然说前阵子的港股的确是经历了一段破发潮,但不少赛道龙头依旧是获得了市场的认可,不仅没有破发,相反至今还在创新高。</p>\n<p>看看微创机器人-B这个漂亮的走势,在上市后短短13个交易日内,涨幅就达到了50%,中签一手在仓里到现在浮盈高达1.08万港元!让打新人直呼过瘾。<img src=\"https://static.tigerbbs.com/acb9becc8e43a6c509cb2ea21419681b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">此外,从往年的经验来看,IPO市场也会经历不同的周期,冷热交替的情况算是再正常不过了。比如去年年底IPO市场可谓热火朝天,今年二三季度则随着大市行情走势冷淡了不少。</p>\n<p>但随着整体估值水平的回调,IPO市场的定价也会回归更加合理的水平,从这一角度来看,对于投资者来说未尝不是一件好事。</p>\n<p><b>言归正传,</b><b><b>这么多新股来了,投资者该怎么挑?市场对于IPO的认购热度将会如何?接下来小编就带大家看看这些新股的“潜力”。</b></b></p>\n<p><b>1、IPO亮点 | 卫龙再冲“辣条第一股”</b><img src=\"https://static.tigerbbs.com/f25e9fd10cc6cbef63979131e296956c\" tg-width=\"1080\" tg-height=\"4180\" referrerpolicy=\"no-referrer\">卫龙开创了中国辣味休闲食品新潮流,招股书显示,按2020年零售额计,在中国所有辣味休闲食品企业中,卫龙排名第一,市场份额为5.7%。2018年至2020年,公司营业收入分别为27.52亿元、33.85亿元、41.20亿元;利润分别为4.76亿元、6.58亿元、8.19亿元;毛利分别为9.6亿、12.5亿、15.66亿元。毛利率由2018年的34.7%,增至2019年的37.1%,进一步增至2020年的38.0%,被誉为赚钱机器一点不为过。</p>\n<p><b><b>2、深受</b></b><b>90后或00后喜爱,</b><b><b>一图读懂网易云音乐招股书</b></b></p>\n<p>网易云音乐超90%月活用户为90后或00后,是中国最受年轻一代喜爱的音乐平台之一。2021年前三季度,公司营收51亿元,同比增长52%,其中在线音乐板块收入从2020年同期18.5亿元增至24.4亿元,社交娱乐及其他板块收入从去年同期的15.2亿元增至26.7亿元,在线音乐服务收入占比47.7%,社交娱乐服务和其他收入占比52.3%。<img src=\"https://static.tigerbbs.com/d60d2041f758696bebe29b3e0f7aa916\" tg-width=\"630\" tg-height=\"5891\" referrerpolicy=\"no-referrer\"><b>3、顺丰同城:“即时配送第一股”,顺丰控股是最大客户</b></p>\n<p>顺丰同城成立于2019年6月21日,注册资本约8.02亿元,主要以顺丰同城急送品牌为现有客户和潜在客户提供即时配送服务。即为各类商家及个人提供点对点的定制化或标准化的即时配送服务,以及帮送、帮取、帮买、帮办等跑腿服务。<img src=\"https://static.tigerbbs.com/2a6c94084f38a63f89a241d49062b486\" tg-width=\"867\" tg-height=\"490\" referrerpolicy=\"no-referrer\">在不断完善全场景服务中,顺丰同城的营收呈现高速增长。招股书显示,公司营收由2018年的9.93亿元增长至2020年的48.43亿元,订单总数由2018年的7980万笔增长至2020年的7.6亿笔,年复合增长率高达208.7%。2018年-2020年,顺丰同城的前五大客户营收占比分别为67.7%、67.1%和61.2%,尤其值得关注的是,顺丰控股为其最大客户。</p>\n<p>截至2021年5月31日,顺丰同城已累计服务于超2000名品牌客户和超53万注册商家,为约1.26亿个人注册用户提供即时本地生活服务,并覆盖了中国超1000个市县。<img src=\"https://static.tigerbbs.com/c6709cbff23e994236276aea34d44a32\" tg-width=\"872\" tg-height=\"196\" referrerpolicy=\"no-referrer\">可以预见,随着订单量和运营效率的提升,收入体量的快速扩大,顺丰同城运营的规模效应将持续显现,从行业中的后来者到冲刺“第三方即时配送平台第一股”,顺丰同城的背后离不开对未来即时配送前景的精准把握和做好独立第三方的坚持,如今IPO不过是一个新起点,其在即时配送赛道上仍然大有可为。</p>\n<p><b><b>4、近日签下近31亿元神秘大订单,</b></b><b><b>凯莱英</b></b><b>赴港二次上市!</b></p>\n<p>根据港交所文件显示,11月17日,凯莱英已顺利通过上市聆讯,预计即将于港股上市。高盛、中信证券为其联席保荐人。这也是继药明康德、康龙化成、泰格医药之后,又一家“A+H”二次上市的CRO/CDMO企业。</p>\n<p>根据公开信息显示,凯莱英于1998年由留美博士洪浩在天津注册成立,已于2016年11月18日在深交所挂牌上市,目前拥有包括世界前十大制药公司中辉瑞(Pfizer),默克(Merck)等制药公司在内的产品销售客户。目前已是国内最大的化学药物商业化外包生产(CDMO)巨头,市值超千亿元。</p>\n<p>根据招股书援引的弗若斯特沙利文(Frost&Sullivan)的数据显示,按2020年的收入计,凯莱英为全球第五大原料药CDMO,拥有1.5%的市场份额,且为总部位于中国的最大型商业化阶段化学药物CDMO,拥有22.0%的市场份额。</p>\n<p>此外,招股书称,截至2021年三季度,凯莱英已与全球前20大制药厂中的15家合作,其中8家已经连续合作超十年,公司亦与众多生物技术及中小型制药公司合作。凯莱英还透露,现已将CDMO能力扩展至可纳入新药物类别,如多肽、寡核苷酸、单克隆抗体(mAb)等,也包括药物制剂、生物合成和临床CRO解决方案。</p>\n<p>财务数据方面,根据招股书显示,近三年各项数据都在稳步增长。2018年至2020年,凯莱英营收分别为18.2亿元、24.5亿元、31.4亿元,年复合增长率31.2%。此外,从2020年6月30日止六个月的营收由12.6亿增加到截至2021年6月30日止六个月的17.6亿元,增长39.7%。</p>\n<p><b>近日签下近31亿元神秘大订单</b></p>\n<p>11月16日,凯莱英披露了一份日常经营重大合同公告。公告称,公司全资子公司 Asymchem,Inc 和吉林凯莱英医药化学有限公司与美国大型制药公司就已合作的一款小分子化学创新药物 CDMO 服务签订新一批《供货合同》。截至该合同签署日,该产品CDMO服务累计合同金额为4.8亿美元(约31亿元人民币),合同周期2021-2022年。按照上述合同累计金额来看,该金额与凯莱英2020年全年营收相接近,去年凯莱英营收为31.5亿元。</p>\n<p>而就在同一日(11月16日),辉瑞也宣布:已向FDA递交新冠口服药Paxlovid(PF-07321332+利托那韦)的紧急授权申请(EUA),该申请基于日前公布的II/III期临床EPIC-HR研究中期分析数据。同时,辉瑞表示已经向包括英国、澳大利亚、韩国在内的多个国家开始滚动提交上市申请。因此业内普遍推测凯莱英公告的合作企业为辉瑞,合作产品应为辉瑞的新冠口服药Paxlovid的原料药。</p>\n<p>国盛证券发布研报,上调凯莱英盈利预测。预计公司2021-2023年归母净利润分别为9.98亿、16.79亿、19.96亿元,增长分别为38.2%、68.2%、18.9%。未来几年公司有望随着商业化项目的增多业绩呈现高速增长,后劲十足。</p>\n<p><b>5、雍禾医疗将于本周寻求港交所聆讯,若闯关成功,雍禾医疗将成为“植发第一股”。</b></p>\n<p>雍禾医疗成立于2005年,主要经营品牌为“雍禾植发”,现已经形成了囊括脱发门诊、药物治疗、史云逊健发中心、哈发达假发研发生产中心等业务的毛发医疗综合体。招股书显示,公司已在中国50个城市经营51家医疗机构。</p>\n<p>据了解,中国有超2.5亿人脱发,平均每6人当中就有1人饱受脱发困扰。更严重的是,大批90后已经加入了脱发大军中,并由此引出了庞大的毛发医疗服务市场。</p>\n<p><b>财务数据</b></p>\n<p>招股书显示,2018-2020年,雍禾医疗的收入分别为9.34亿元(单位:人民币,下同)、12.24亿元和16.38亿元。年度全面收入总额分别为5350万元、3562.4万元和1.63亿元。</p>\n<p>截止至2020年12月31日,公司持有的现金及现金等价物为2.93亿元。<img src=\"https://static.tigerbbs.com/c5f929fe2ac67e59557eede9ac3d089f\" 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class=\"title\">\n“大明星”齐聚!11月底港股打新“秘籍”来了!\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\">2021-11-19 11:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>在IPO的路上,不少企业乐此不疲!本周更是明星汇聚,卫龙、顺丰同城、网易云音乐还有凯莱英等大型IPO顺利通过了港交所的上市聆讯。虽然说前阵子的港股的确是经历了一段破发潮,但不少赛道龙头依旧是获得了市场的认可,不仅没有破发,相反至今还在创新高。</p>\n<p>看看微创机器人-B这个漂亮的走势,在上市后短短13个交易日内,涨幅就达到了50%,中签一手在仓里到现在浮盈高达1.08万港元!让打新人直呼过瘾。<img src=\"https://static.tigerbbs.com/acb9becc8e43a6c509cb2ea21419681b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">此外,从往年的经验来看,IPO市场也会经历不同的周期,冷热交替的情况算是再正常不过了。比如去年年底IPO市场可谓热火朝天,今年二三季度则随着大市行情走势冷淡了不少。</p>\n<p>但随着整体估值水平的回调,IPO市场的定价也会回归更加合理的水平,从这一角度来看,对于投资者来说未尝不是一件好事。</p>\n<p><b>言归正传,</b><b><b>这么多新股来了,投资者该怎么挑?市场对于IPO的认购热度将会如何?接下来小编就带大家看看这些新股的“潜力”。</b></b></p>\n<p><b>1、IPO亮点 | 卫龙再冲“辣条第一股”</b><img src=\"https://static.tigerbbs.com/f25e9fd10cc6cbef63979131e296956c\" tg-width=\"1080\" tg-height=\"4180\" referrerpolicy=\"no-referrer\">卫龙开创了中国辣味休闲食品新潮流,招股书显示,按2020年零售额计,在中国所有辣味休闲食品企业中,卫龙排名第一,市场份额为5.7%。2018年至2020年,公司营业收入分别为27.52亿元、33.85亿元、41.20亿元;利润分别为4.76亿元、6.58亿元、8.19亿元;毛利分别为9.6亿、12.5亿、15.66亿元。毛利率由2018年的34.7%,增至2019年的37.1%,进一步增至2020年的38.0%,被誉为赚钱机器一点不为过。</p>\n<p><b><b>2、深受</b></b><b>90后或00后喜爱,</b><b><b>一图读懂网易云音乐招股书</b></b></p>\n<p>网易云音乐超90%月活用户为90后或00后,是中国最受年轻一代喜爱的音乐平台之一。2021年前三季度,公司营收51亿元,同比增长52%,其中在线音乐板块收入从2020年同期18.5亿元增至24.4亿元,社交娱乐及其他板块收入从去年同期的15.2亿元增至26.7亿元,在线音乐服务收入占比47.7%,社交娱乐服务和其他收入占比52.3%。<img src=\"https://static.tigerbbs.com/d60d2041f758696bebe29b3e0f7aa916\" tg-width=\"630\" tg-height=\"5891\" referrerpolicy=\"no-referrer\"><b>3、顺丰同城:“即时配送第一股”,顺丰控股是最大客户</b></p>\n<p>顺丰同城成立于2019年6月21日,注册资本约8.02亿元,主要以顺丰同城急送品牌为现有客户和潜在客户提供即时配送服务。即为各类商家及个人提供点对点的定制化或标准化的即时配送服务,以及帮送、帮取、帮买、帮办等跑腿服务。<img src=\"https://static.tigerbbs.com/2a6c94084f38a63f89a241d49062b486\" tg-width=\"867\" tg-height=\"490\" referrerpolicy=\"no-referrer\">在不断完善全场景服务中,顺丰同城的营收呈现高速增长。招股书显示,公司营收由2018年的9.93亿元增长至2020年的48.43亿元,订单总数由2018年的7980万笔增长至2020年的7.6亿笔,年复合增长率高达208.7%。2018年-2020年,顺丰同城的前五大客户营收占比分别为67.7%、67.1%和61.2%,尤其值得关注的是,顺丰控股为其最大客户。</p>\n<p>截至2021年5月31日,顺丰同城已累计服务于超2000名品牌客户和超53万注册商家,为约1.26亿个人注册用户提供即时本地生活服务,并覆盖了中国超1000个市县。<img src=\"https://static.tigerbbs.com/c6709cbff23e994236276aea34d44a32\" tg-width=\"872\" tg-height=\"196\" referrerpolicy=\"no-referrer\">可以预见,随着订单量和运营效率的提升,收入体量的快速扩大,顺丰同城运营的规模效应将持续显现,从行业中的后来者到冲刺“第三方即时配送平台第一股”,顺丰同城的背后离不开对未来即时配送前景的精准把握和做好独立第三方的坚持,如今IPO不过是一个新起点,其在即时配送赛道上仍然大有可为。</p>\n<p><b><b>4、近日签下近31亿元神秘大订单,</b></b><b><b>凯莱英</b></b><b>赴港二次上市!</b></p>\n<p>根据港交所文件显示,11月17日,凯莱英已顺利通过上市聆讯,预计即将于港股上市。高盛、中信证券为其联席保荐人。这也是继药明康德、康龙化成、泰格医药之后,又一家“A+H”二次上市的CRO/CDMO企业。</p>\n<p>根据公开信息显示,凯莱英于1998年由留美博士洪浩在天津注册成立,已于2016年11月18日在深交所挂牌上市,目前拥有包括世界前十大制药公司中辉瑞(Pfizer),默克(Merck)等制药公司在内的产品销售客户。目前已是国内最大的化学药物商业化外包生产(CDMO)巨头,市值超千亿元。</p>\n<p>根据招股书援引的弗若斯特沙利文(Frost&Sullivan)的数据显示,按2020年的收入计,凯莱英为全球第五大原料药CDMO,拥有1.5%的市场份额,且为总部位于中国的最大型商业化阶段化学药物CDMO,拥有22.0%的市场份额。</p>\n<p>此外,招股书称,截至2021年三季度,凯莱英已与全球前20大制药厂中的15家合作,其中8家已经连续合作超十年,公司亦与众多生物技术及中小型制药公司合作。凯莱英还透露,现已将CDMO能力扩展至可纳入新药物类别,如多肽、寡核苷酸、单克隆抗体(mAb)等,也包括药物制剂、生物合成和临床CRO解决方案。</p>\n<p>财务数据方面,根据招股书显示,近三年各项数据都在稳步增长。2018年至2020年,凯莱英营收分别为18.2亿元、24.5亿元、31.4亿元,年复合增长率31.2%。此外,从2020年6月30日止六个月的营收由12.6亿增加到截至2021年6月30日止六个月的17.6亿元,增长39.7%。</p>\n<p><b>近日签下近31亿元神秘大订单</b></p>\n<p>11月16日,凯莱英披露了一份日常经营重大合同公告。公告称,公司全资子公司 Asymchem,Inc 和吉林凯莱英医药化学有限公司与美国大型制药公司就已合作的一款小分子化学创新药物 CDMO 服务签订新一批《供货合同》。截至该合同签署日,该产品CDMO服务累计合同金额为4.8亿美元(约31亿元人民币),合同周期2021-2022年。按照上述合同累计金额来看,该金额与凯莱英2020年全年营收相接近,去年凯莱英营收为31.5亿元。</p>\n<p>而就在同一日(11月16日),辉瑞也宣布:已向FDA递交新冠口服药Paxlovid(PF-07321332+利托那韦)的紧急授权申请(EUA),该申请基于日前公布的II/III期临床EPIC-HR研究中期分析数据。同时,辉瑞表示已经向包括英国、澳大利亚、韩国在内的多个国家开始滚动提交上市申请。因此业内普遍推测凯莱英公告的合作企业为辉瑞,合作产品应为辉瑞的新冠口服药Paxlovid的原料药。</p>\n<p>国盛证券发布研报,上调凯莱英盈利预测。预计公司2021-2023年归母净利润分别为9.98亿、16.79亿、19.96亿元,增长分别为38.2%、68.2%、18.9%。未来几年公司有望随着商业化项目的增多业绩呈现高速增长,后劲十足。</p>\n<p><b>5、雍禾医疗将于本周寻求港交所聆讯,若闯关成功,雍禾医疗将成为“植发第一股”。</b></p>\n<p>雍禾医疗成立于2005年,主要经营品牌为“雍禾植发”,现已经形成了囊括脱发门诊、药物治疗、史云逊健发中心、哈发达假发研发生产中心等业务的毛发医疗综合体。招股书显示,公司已在中国50个城市经营51家医疗机构。</p>\n<p>据了解,中国有超2.5亿人脱发,平均每6人当中就有1人饱受脱发困扰。更严重的是,大批90后已经加入了脱发大军中,并由此引出了庞大的毛发医疗服务市场。</p>\n<p><b>财务数据</b></p>\n<p>招股书显示,2018-2020年,雍禾医疗的收入分别为9.34亿元(单位:人民币,下同)、12.24亿元和16.38亿元。年度全面收入总额分别为5350万元、3562.4万元和1.63亿元。</p>\n<p>截止至2020年12月31日,公司持有的现金及现金等价物为2.93亿元。<img src=\"https://static.tigerbbs.com/c5f929fe2ac67e59557eede9ac3d089f\" tg-width=\"563\" tg-height=\"553\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/753c9aba3202037bc97463c545d5d015","relate_stocks":{"HSI":"恒生指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151657302","content_text":"在IPO的路上,不少企业乐此不疲!本周更是明星汇聚,卫龙、顺丰同城、网易云音乐还有凯莱英等大型IPO顺利通过了港交所的上市聆讯。虽然说前阵子的港股的确是经历了一段破发潮,但不少赛道龙头依旧是获得了市场的认可,不仅没有破发,相反至今还在创新高。\n看看微创机器人-B这个漂亮的走势,在上市后短短13个交易日内,涨幅就达到了50%,中签一手在仓里到现在浮盈高达1.08万港元!让打新人直呼过瘾。此外,从往年的经验来看,IPO市场也会经历不同的周期,冷热交替的情况算是再正常不过了。比如去年年底IPO市场可谓热火朝天,今年二三季度则随着大市行情走势冷淡了不少。\n但随着整体估值水平的回调,IPO市场的定价也会回归更加合理的水平,从这一角度来看,对于投资者来说未尝不是一件好事。\n言归正传,这么多新股来了,投资者该怎么挑?市场对于IPO的认购热度将会如何?接下来小编就带大家看看这些新股的“潜力”。\n1、IPO亮点 | 卫龙再冲“辣条第一股”卫龙开创了中国辣味休闲食品新潮流,招股书显示,按2020年零售额计,在中国所有辣味休闲食品企业中,卫龙排名第一,市场份额为5.7%。2018年至2020年,公司营业收入分别为27.52亿元、33.85亿元、41.20亿元;利润分别为4.76亿元、6.58亿元、8.19亿元;毛利分别为9.6亿、12.5亿、15.66亿元。毛利率由2018年的34.7%,增至2019年的37.1%,进一步增至2020年的38.0%,被誉为赚钱机器一点不为过。\n2、深受90后或00后喜爱,一图读懂网易云音乐招股书\n网易云音乐超90%月活用户为90后或00后,是中国最受年轻一代喜爱的音乐平台之一。2021年前三季度,公司营收51亿元,同比增长52%,其中在线音乐板块收入从2020年同期18.5亿元增至24.4亿元,社交娱乐及其他板块收入从去年同期的15.2亿元增至26.7亿元,在线音乐服务收入占比47.7%,社交娱乐服务和其他收入占比52.3%。3、顺丰同城:“即时配送第一股”,顺丰控股是最大客户\n顺丰同城成立于2019年6月21日,注册资本约8.02亿元,主要以顺丰同城急送品牌为现有客户和潜在客户提供即时配送服务。即为各类商家及个人提供点对点的定制化或标准化的即时配送服务,以及帮送、帮取、帮买、帮办等跑腿服务。在不断完善全场景服务中,顺丰同城的营收呈现高速增长。招股书显示,公司营收由2018年的9.93亿元增长至2020年的48.43亿元,订单总数由2018年的7980万笔增长至2020年的7.6亿笔,年复合增长率高达208.7%。2018年-2020年,顺丰同城的前五大客户营收占比分别为67.7%、67.1%和61.2%,尤其值得关注的是,顺丰控股为其最大客户。\n截至2021年5月31日,顺丰同城已累计服务于超2000名品牌客户和超53万注册商家,为约1.26亿个人注册用户提供即时本地生活服务,并覆盖了中国超1000个市县。可以预见,随着订单量和运营效率的提升,收入体量的快速扩大,顺丰同城运营的规模效应将持续显现,从行业中的后来者到冲刺“第三方即时配送平台第一股”,顺丰同城的背后离不开对未来即时配送前景的精准把握和做好独立第三方的坚持,如今IPO不过是一个新起点,其在即时配送赛道上仍然大有可为。\n4、近日签下近31亿元神秘大订单,凯莱英赴港二次上市!\n根据港交所文件显示,11月17日,凯莱英已顺利通过上市聆讯,预计即将于港股上市。高盛、中信证券为其联席保荐人。这也是继药明康德、康龙化成、泰格医药之后,又一家“A+H”二次上市的CRO/CDMO企业。\n根据公开信息显示,凯莱英于1998年由留美博士洪浩在天津注册成立,已于2016年11月18日在深交所挂牌上市,目前拥有包括世界前十大制药公司中辉瑞(Pfizer),默克(Merck)等制药公司在内的产品销售客户。目前已是国内最大的化学药物商业化外包生产(CDMO)巨头,市值超千亿元。\n根据招股书援引的弗若斯特沙利文(Frost&Sullivan)的数据显示,按2020年的收入计,凯莱英为全球第五大原料药CDMO,拥有1.5%的市场份额,且为总部位于中国的最大型商业化阶段化学药物CDMO,拥有22.0%的市场份额。\n此外,招股书称,截至2021年三季度,凯莱英已与全球前20大制药厂中的15家合作,其中8家已经连续合作超十年,公司亦与众多生物技术及中小型制药公司合作。凯莱英还透露,现已将CDMO能力扩展至可纳入新药物类别,如多肽、寡核苷酸、单克隆抗体(mAb)等,也包括药物制剂、生物合成和临床CRO解决方案。\n财务数据方面,根据招股书显示,近三年各项数据都在稳步增长。2018年至2020年,凯莱英营收分别为18.2亿元、24.5亿元、31.4亿元,年复合增长率31.2%。此外,从2020年6月30日止六个月的营收由12.6亿增加到截至2021年6月30日止六个月的17.6亿元,增长39.7%。\n近日签下近31亿元神秘大订单\n11月16日,凯莱英披露了一份日常经营重大合同公告。公告称,公司全资子公司 Asymchem,Inc 和吉林凯莱英医药化学有限公司与美国大型制药公司就已合作的一款小分子化学创新药物 CDMO 服务签订新一批《供货合同》。截至该合同签署日,该产品CDMO服务累计合同金额为4.8亿美元(约31亿元人民币),合同周期2021-2022年。按照上述合同累计金额来看,该金额与凯莱英2020年全年营收相接近,去年凯莱英营收为31.5亿元。\n而就在同一日(11月16日),辉瑞也宣布:已向FDA递交新冠口服药Paxlovid(PF-07321332+利托那韦)的紧急授权申请(EUA),该申请基于日前公布的II/III期临床EPIC-HR研究中期分析数据。同时,辉瑞表示已经向包括英国、澳大利亚、韩国在内的多个国家开始滚动提交上市申请。因此业内普遍推测凯莱英公告的合作企业为辉瑞,合作产品应为辉瑞的新冠口服药Paxlovid的原料药。\n国盛证券发布研报,上调凯莱英盈利预测。预计公司2021-2023年归母净利润分别为9.98亿、16.79亿、19.96亿元,增长分别为38.2%、68.2%、18.9%。未来几年公司有望随着商业化项目的增多业绩呈现高速增长,后劲十足。\n5、雍禾医疗将于本周寻求港交所聆讯,若闯关成功,雍禾医疗将成为“植发第一股”。\n雍禾医疗成立于2005年,主要经营品牌为“雍禾植发”,现已经形成了囊括脱发门诊、药物治疗、史云逊健发中心、哈发达假发研发生产中心等业务的毛发医疗综合体。招股书显示,公司已在中国50个城市经营51家医疗机构。\n据了解,中国有超2.5亿人脱发,平均每6人当中就有1人饱受脱发困扰。更严重的是,大批90后已经加入了脱发大军中,并由此引出了庞大的毛发医疗服务市场。\n财务数据\n招股书显示,2018-2020年,雍禾医疗的收入分别为9.34亿元(单位:人民币,下同)、12.24亿元和16.38亿元。年度全面收入总额分别为5350万元、3562.4万元和1.63亿元。\n截止至2020年12月31日,公司持有的现金及现金等价物为2.93亿元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879948194,"gmtCreate":1636678864605,"gmtModify":1636678864762,"author":{"id":"4089841032715420","authorId":"4089841032715420","name":"Keke0709","avatar":"https://static.tigerbbs.com/38e0698de8c5d9e56b503296fee62506","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089841032715420","authorIdStr":"4089841032715420"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>年尾有望12塊嗎","listText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>年尾有望12塊嗎","text":"$Clover Health Corp(CLOV)$年尾有望12塊嗎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879948194","isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":802519715,"gmtCreate":1627787426937,"gmtModify":1633756387713,"author":{"id":"4089841032715420","authorId":"4089841032715420","name":"Keke0709","avatar":"https://static.tigerbbs.com/38e0698de8c5d9e56b503296fee62506","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089841032715420","authorIdStr":"4089841032715420"},"themes":[],"htmlText":"幫忙點個讚","listText":"幫忙點個讚","text":"幫忙點個讚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/802519715","repostId":"2156663701","repostType":4,"repost":{"id":"2156663701","kind":"news","pubTimestamp":1627785184,"share":"https://www.laohu8.com/m/news/2156663701?lang=&edition=full","pubTime":"2021-08-01 10:33","market":"us","language":"zh","title":"特斯拉锂电池储能工厂爆炸,马斯克:普罗米修斯溜号了","url":"https://stock-news.laohu8.com/highlight/detail?id=2156663701","media":"智通财经","summary":"特斯拉在国际汽车市场上的地位是毋庸置疑的,因为特斯拉的实力是有目共睹的。在新能源领域中,特斯拉完全做到了德高望重,甚至为了和特斯拉做竞争,梅赛德斯要花大价钱来开发自己的纯电动车型。但是,特斯拉的锂电池","content":"<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在国际汽车市场上的地位是毋庸置疑的,因为特斯拉的实力是有目共睹的。在新能源领域中,特斯拉完全做到了德高望重,甚至为了和特斯拉做竞争,梅赛德斯要花大价钱来开发自己的纯电动车型。但是,特斯拉的锂电池储能工厂居然爆炸了,不过马斯克对于这件事情表现得很淡定,甚至还在个人的社交平台上面调侃“普罗米修斯溜号了”。</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210801092049420d24639gjxqxhtn4\" tg-width=\"591\" tg-height=\"443\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>在当地时间的7月30日上午10:15,位于澳大利亚<a href=\"https://laohu8.com/S/VCP.UK\">维多利亚</a>州的特斯拉Megapaxk储能系统发生爆燃,现场有明火,而且烟雾弥漫。因为事发的设施可是13吨的锂电池,是法国可再生能源公司Neoen和特斯拉合作打造的维多利亚大电池项目组成部分。</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210801092056402d246ts11rj1swft\" tg-width=\"597\" tg-height=\"351\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>不过万幸的是,现场没有造成任何的人员伤亡,这次的火灾是发生在工厂的测试期间。熄火的时候现场已经被疏散,而至于起火的原因,目前尚不清楚。要知道,这可是世界上最大的电池之一的工厂所发生的火灾。</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210801092100677d2469i4cu9dth14\" tg-width=\"600\" tg-height=\"302\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>但是面对这次火灾的出现,马斯克的表现还是非常淡定的。甚至他还调侃说普罗米修斯溜号了。可能对于马斯克来说,这次的火灾损失应该不是特别严重。就算是损失严重,但事情已经发生了,与其悲惨兮兮,倒不如乐观面对。要知道电池发生火灾是一件非常危险的事情,像锂电池,它是以锂金属或者锂合金为负极材料使用非水电解质溶液的一次电池。而且,锂电池爆炸很有可能是因为热失控或者是隔膜损坏。而热失控的原因很好解释,就是因为锂电池过热了,所以就会燃烧爆炸。但如果是隔膜损坏,就等于是电池的正极和负极会直接接触,然后就短路了。众所周知,电池短路也同样会发生爆炸。</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210801092104116d246kqxfbybzhuo\" tg-width=\"587\" tg-height=\"357\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>可能是马斯克已经预料到了锂电池发生爆炸的原因,有可能是热失控或者是隔膜损坏,所以才会如此淡定,甚至还开起了玩笑,意思就是保护工厂的英雄离开了,才会发生火灾事故。当然,至于这场火灾发生的原因以及会损失的利益,只能等到具体的调查结果公布之后才能知晓,相信马斯克应该能笑到最后,毕竟对他来说这只是一件小事情而已。</p>","source":"tencent","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特斯拉锂电池储能工厂爆炸,马斯克:普罗米修斯溜号了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 10:33 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021080109210579dac285&s=b><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉在国际汽车市场上的地位是毋庸置疑的,因为特斯拉的实力是有目共睹的。在新能源领域中,特斯拉完全做到了德高望重,甚至为了和特斯拉做竞争,梅赛德斯要花大价钱来开发自己的纯电动车型。但是,特斯拉的锂电池储能工厂居然爆炸了,不过马斯克对于这件事情表现得很淡定,甚至还在个人的社交平台上面调侃“普罗米修斯溜号了”。\n\n在当地时间的7月30日上午10:15,位于澳大利亚维多利亚州的特斯拉Megapaxk储能...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021080109210579dac285&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://fid-75186.picgzc.qpic.cn/20210801092056402d246ts11rj1swft","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021080109210579dac285&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2156663701","content_text":"特斯拉在国际汽车市场上的地位是毋庸置疑的,因为特斯拉的实力是有目共睹的。在新能源领域中,特斯拉完全做到了德高望重,甚至为了和特斯拉做竞争,梅赛德斯要花大价钱来开发自己的纯电动车型。但是,特斯拉的锂电池储能工厂居然爆炸了,不过马斯克对于这件事情表现得很淡定,甚至还在个人的社交平台上面调侃“普罗米修斯溜号了”。\n\n在当地时间的7月30日上午10:15,位于澳大利亚维多利亚州的特斯拉Megapaxk储能系统发生爆燃,现场有明火,而且烟雾弥漫。因为事发的设施可是13吨的锂电池,是法国可再生能源公司Neoen和特斯拉合作打造的维多利亚大电池项目组成部分。\n\n不过万幸的是,现场没有造成任何的人员伤亡,这次的火灾是发生在工厂的测试期间。熄火的时候现场已经被疏散,而至于起火的原因,目前尚不清楚。要知道,这可是世界上最大的电池之一的工厂所发生的火灾。\n\n但是面对这次火灾的出现,马斯克的表现还是非常淡定的。甚至他还调侃说普罗米修斯溜号了。可能对于马斯克来说,这次的火灾损失应该不是特别严重。就算是损失严重,但事情已经发生了,与其悲惨兮兮,倒不如乐观面对。要知道电池发生火灾是一件非常危险的事情,像锂电池,它是以锂金属或者锂合金为负极材料使用非水电解质溶液的一次电池。而且,锂电池爆炸很有可能是因为热失控或者是隔膜损坏。而热失控的原因很好解释,就是因为锂电池过热了,所以就会燃烧爆炸。但如果是隔膜损坏,就等于是电池的正极和负极会直接接触,然后就短路了。众所周知,电池短路也同样会发生爆炸。\n\n可能是马斯克已经预料到了锂电池发生爆炸的原因,有可能是热失控或者是隔膜损坏,所以才会如此淡定,甚至还开起了玩笑,意思就是保护工厂的英雄离开了,才会发生火灾事故。当然,至于这场火灾发生的原因以及会损失的利益,只能等到具体的调查结果公布之后才能知晓,相信马斯克应该能笑到最后,毕竟对他来说这只是一件小事情而已。","news_type":1},"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818081574,"gmtCreate":1630366261498,"gmtModify":1704959055964,"author":{"id":"4089841032715420","authorId":"4089841032715420","name":"Keke0709","avatar":"https://static.tigerbbs.com/38e0698de8c5d9e56b503296fee62506","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089841032715420","authorIdStr":"4089841032715420"},"themes":[],"htmlText":"[开心] ","listText":"[开心] ","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/818081574","repostId":"1138065785","repostType":4,"repost":{"id":"1138065785","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":1630363535,"share":"https://www.laohu8.com/m/news/1138065785?lang=&edition=full","pubTime":"2021-08-31 06:45","market":"us","language":"zh","title":"Zoom第二季度财报超预期,但业绩增长大幅放缓","url":"https://stock-news.laohu8.com/highlight/detail?id=1138065785","media":"老虎资讯综合","summary":"8月31日,视频会议软件开发商Zoom今日公布了该公司的2022财年第二季度财报。报告显示,Zoom第二季度总营收为10.215亿美元,与去年同期的6.635亿美元相比增长54%;净利润为3.171亿","content":"<p>8月31日,视频会议软件开发商<a href=\"https://laohu8.com/S/ZM\">Zoom</a>今日公布了该公司的2022财年第二季度财报。报告显示,Zoom第二季度总营收为10.215亿美元,与去年同期的6.635亿美元相比增长54%;净利润为3.171亿美元,相比之下去年同期为1.860亿美元;归属于公司普通股股东的净利润为3.169亿美元,与去年同期的1.857亿美元相比增长71%。</p>\n<p><img src=\"https://static.tigerbbs.com/4a486bc95b8c99169af3666a4a7bdf9d\" tg-width=\"1056\" tg-height=\"690\" referrerpolicy=\"no-referrer\"></p>\n<p>Zoom第二季度业绩超出华尔街分析师预期,但与上一季度相比业绩增长放缓,导致其盘后股价大幅下跌逾12%。</p>\n<p><img src=\"https://static.tigerbbs.com/799b485a6a23c3e5e790acd04c29538a\" tg-width=\"899\" tg-height=\"894\" referrerpolicy=\"no-referrer\"></p>\n<p><b>业绩概要:</b></p>\n<p>在截至2021年7月31日的这一财季,Zoom的净利润为3.171亿美元,相比之下去年同期为1.860亿美元;归属于公司普通股股东的净利润为3.169亿美元,与去年同期的1.857亿美元相比增长71%;每股摊薄收益为1.04美元,相比之下去年同期为0.63美元。</p>\n<p>不按照美国通用会计准则(不计入股权奖励支出和相关工资税、并购相关支出、战略投资收益、参与证券的未分配盈利、以及普通股慈善捐助相关费用),Zoom第二季度调整后净利润为4.151亿美元,每股摊薄收益为1.36美元,相比之下去年同期的调整后净利润为2.748亿美元,每股摊薄收益为0.92美元,这一业绩超出分析师此前预期。据<a href=\"https://laohu8.com/S/YHOO\">雅虎</a>财经频道提供的数据显示,21名分析师此前平均预期Zoom第二季度每股收益将达1.16美元。</p>\n<p>Zoom第二季度总营收为10.215亿美元,与去年同期的6.635亿美元相比增长54%,也超出分析师预期。据雅虎财经频道提供的数据显示,21名分析师此前平均预期Zoom第二季度营收将达9.9096亿美元。</p>\n<p>Zoom第二季度营收成本为2.613亿美元,相比之下去年同期为1.922亿美元。Zoom第二季度毛利润为7.602亿美元,相比之下去年同期为4.712亿美元。</p>\n<p>Zoom第二季度运营支出为4.656亿美元,相比之下去年同期为2.831亿美元。其中,研发支出为8230万美元,相比之下去年同期为4270万美元;销售和营销支出为2.71亿美元,相比之下去年同期为1.59亿美元;总务和行政支出为1.12亿美元,相比之下去年同期为8120万美元。</p>\n<p>Zoom第二季度运营利润为2.946亿美元,相比之下去年同期为1.881亿美元。不按照美国通用会计准则(不计入股权奖励支出和相关工资税、并购相关支出、以及普通股慈善捐助相关费用),Zoom第二季度调整后运营利润为4.247亿美元,相比之下去年同期为2.770亿美元。Zoom第二季度运营利润率为28.8%,不按照美国通用会计准则的调整后运营利润率为41.6%。</p>\n<p><b>高管点评:</b></p>\n<p>“在第二季度中,我们首次实现了10亿美元的季度营收,同时交出了盈利能力和现金流强劲的表现。”Zoom创始人及CEO袁征表示。“第二季度还标志着,我们向在UC平台以外领域扩展的过程中取得了多个里程碑。我们推出了Zoom Apps,将50多个应用直接引入Zoom体验,并推出了一体化的数字活动服务Zoom Events。今天,我们已经是个拥有50多万客户和10多名员工的全球品牌,而我们相信,在组织和个人希望重新设想工作、通信和协作之际,这将使我们处于非常有利的地位,能够为其提供支持。”</p>\n<p><b>客户指标:</b></p>\n<p>总营收的驱动因素包括新客户获取和现有客户群的扩张。截至2022财年第二季度末,Zoom拥有:</p>\n<p>- 员工人数超过10人的客户总数约为50.49万个,与去年同期相比增长约36%;</p>\n<p>- 2278个客户在过去12个月中贡献了超过10万美元的营收,与去年同期相比增长约131%;</p>\n<p>- 员工人数超过10人的客户过去12个月的净美元扩张率连续第13个季度超过130%。</p>\n<p><b>现金相关消息:</b></p>\n<p>Zoom第二季度来自于业务运营活动的净现金为4.680亿美元,相比之下去年同期为4.013亿美元。Zoom第二季度自由现金流为4.550亿美元,相比之下去年同期为3.734亿美元。</p>\n<p>截至2021年7月31日,Zoom持有的现金、现金等价物和有价证券总额为51亿美元。</p>\n<p><b>业绩展望:</b></p>\n<p>Zoom预计,2022财年第三季度总净营收预计将达10.15亿美元到10.20亿美元,超出分析师预期;不按照美国通用会计准则的运营利润预计将达3.40亿美元到3.45亿美元;不按照美国通用会计准则的每股摊薄收益预计将达1.07美元到1.08美元(在外流通加权平均股票总量约为3.09亿股),不及分析师预期。据雅虎财经频道提供的数据显示,21名分析师此前平均预期Zoom第三季度每股收益将达1.09美元,21名分析师平均预期Zoom第三季度营收将达10.1亿美元。</p>\n<p>Zoom还预计,2022财年总净营收预计将达40.05亿美元到40.15亿美元,其中值符合分析师预期;不按照美国通用会计准则的运营利润预计将达15.00亿美元到15.10亿美元,不按照美国通用会计准则的每股摊薄收益预计将达4.75美元到4.79美元,超出分析师预期。据雅虎财经频道提供的数据显示,25名分析师此前平均预期Zoom全年每股收益将达4.67美元,27名分析师平均预期Zoom全年营收将达40.1亿美元。</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>Zoom第二季度财报超预期,但业绩增长大幅放缓</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\">\nZoom第二季度财报超预期,但业绩增长大幅放缓\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\">2021-08-31 06:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月31日,视频会议软件开发商<a href=\"https://laohu8.com/S/ZM\">Zoom</a>今日公布了该公司的2022财年第二季度财报。报告显示,Zoom第二季度总营收为10.215亿美元,与去年同期的6.635亿美元相比增长54%;净利润为3.171亿美元,相比之下去年同期为1.860亿美元;归属于公司普通股股东的净利润为3.169亿美元,与去年同期的1.857亿美元相比增长71%。</p>\n<p><img src=\"https://static.tigerbbs.com/4a486bc95b8c99169af3666a4a7bdf9d\" tg-width=\"1056\" tg-height=\"690\" referrerpolicy=\"no-referrer\"></p>\n<p>Zoom第二季度业绩超出华尔街分析师预期,但与上一季度相比业绩增长放缓,导致其盘后股价大幅下跌逾12%。</p>\n<p><img src=\"https://static.tigerbbs.com/799b485a6a23c3e5e790acd04c29538a\" tg-width=\"899\" tg-height=\"894\" referrerpolicy=\"no-referrer\"></p>\n<p><b>业绩概要:</b></p>\n<p>在截至2021年7月31日的这一财季,Zoom的净利润为3.171亿美元,相比之下去年同期为1.860亿美元;归属于公司普通股股东的净利润为3.169亿美元,与去年同期的1.857亿美元相比增长71%;每股摊薄收益为1.04美元,相比之下去年同期为0.63美元。</p>\n<p>不按照美国通用会计准则(不计入股权奖励支出和相关工资税、并购相关支出、战略投资收益、参与证券的未分配盈利、以及普通股慈善捐助相关费用),Zoom第二季度调整后净利润为4.151亿美元,每股摊薄收益为1.36美元,相比之下去年同期的调整后净利润为2.748亿美元,每股摊薄收益为0.92美元,这一业绩超出分析师此前预期。据<a href=\"https://laohu8.com/S/YHOO\">雅虎</a>财经频道提供的数据显示,21名分析师此前平均预期Zoom第二季度每股收益将达1.16美元。</p>\n<p>Zoom第二季度总营收为10.215亿美元,与去年同期的6.635亿美元相比增长54%,也超出分析师预期。据雅虎财经频道提供的数据显示,21名分析师此前平均预期Zoom第二季度营收将达9.9096亿美元。</p>\n<p>Zoom第二季度营收成本为2.613亿美元,相比之下去年同期为1.922亿美元。Zoom第二季度毛利润为7.602亿美元,相比之下去年同期为4.712亿美元。</p>\n<p>Zoom第二季度运营支出为4.656亿美元,相比之下去年同期为2.831亿美元。其中,研发支出为8230万美元,相比之下去年同期为4270万美元;销售和营销支出为2.71亿美元,相比之下去年同期为1.59亿美元;总务和行政支出为1.12亿美元,相比之下去年同期为8120万美元。</p>\n<p>Zoom第二季度运营利润为2.946亿美元,相比之下去年同期为1.881亿美元。不按照美国通用会计准则(不计入股权奖励支出和相关工资税、并购相关支出、以及普通股慈善捐助相关费用),Zoom第二季度调整后运营利润为4.247亿美元,相比之下去年同期为2.770亿美元。Zoom第二季度运营利润率为28.8%,不按照美国通用会计准则的调整后运营利润率为41.6%。</p>\n<p><b>高管点评:</b></p>\n<p>“在第二季度中,我们首次实现了10亿美元的季度营收,同时交出了盈利能力和现金流强劲的表现。”Zoom创始人及CEO袁征表示。“第二季度还标志着,我们向在UC平台以外领域扩展的过程中取得了多个里程碑。我们推出了Zoom Apps,将50多个应用直接引入Zoom体验,并推出了一体化的数字活动服务Zoom Events。今天,我们已经是个拥有50多万客户和10多名员工的全球品牌,而我们相信,在组织和个人希望重新设想工作、通信和协作之际,这将使我们处于非常有利的地位,能够为其提供支持。”</p>\n<p><b>客户指标:</b></p>\n<p>总营收的驱动因素包括新客户获取和现有客户群的扩张。截至2022财年第二季度末,Zoom拥有:</p>\n<p>- 员工人数超过10人的客户总数约为50.49万个,与去年同期相比增长约36%;</p>\n<p>- 2278个客户在过去12个月中贡献了超过10万美元的营收,与去年同期相比增长约131%;</p>\n<p>- 员工人数超过10人的客户过去12个月的净美元扩张率连续第13个季度超过130%。</p>\n<p><b>现金相关消息:</b></p>\n<p>Zoom第二季度来自于业务运营活动的净现金为4.680亿美元,相比之下去年同期为4.013亿美元。Zoom第二季度自由现金流为4.550亿美元,相比之下去年同期为3.734亿美元。</p>\n<p>截至2021年7月31日,Zoom持有的现金、现金等价物和有价证券总额为51亿美元。</p>\n<p><b>业绩展望:</b></p>\n<p>Zoom预计,2022财年第三季度总净营收预计将达10.15亿美元到10.20亿美元,超出分析师预期;不按照美国通用会计准则的运营利润预计将达3.40亿美元到3.45亿美元;不按照美国通用会计准则的每股摊薄收益预计将达1.07美元到1.08美元(在外流通加权平均股票总量约为3.09亿股),不及分析师预期。据雅虎财经频道提供的数据显示,21名分析师此前平均预期Zoom第三季度每股收益将达1.09美元,21名分析师平均预期Zoom第三季度营收将达10.1亿美元。</p>\n<p>Zoom还预计,2022财年总净营收预计将达40.05亿美元到40.15亿美元,其中值符合分析师预期;不按照美国通用会计准则的运营利润预计将达15.00亿美元到15.10亿美元,不按照美国通用会计准则的每股摊薄收益预计将达4.75美元到4.79美元,超出分析师预期。据雅虎财经频道提供的数据显示,25名分析师此前平均预期Zoom全年每股收益将达4.67美元,27名分析师平均预期Zoom全年营收将达40.1亿美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4789d612304f16a4e5cca0626bd51170","relate_stocks":{"ZM":"Zoom"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138065785","content_text":"8月31日,视频会议软件开发商Zoom今日公布了该公司的2022财年第二季度财报。报告显示,Zoom第二季度总营收为10.215亿美元,与去年同期的6.635亿美元相比增长54%;净利润为3.171亿美元,相比之下去年同期为1.860亿美元;归属于公司普通股股东的净利润为3.169亿美元,与去年同期的1.857亿美元相比增长71%。\n\nZoom第二季度业绩超出华尔街分析师预期,但与上一季度相比业绩增长放缓,导致其盘后股价大幅下跌逾12%。\n\n业绩概要:\n在截至2021年7月31日的这一财季,Zoom的净利润为3.171亿美元,相比之下去年同期为1.860亿美元;归属于公司普通股股东的净利润为3.169亿美元,与去年同期的1.857亿美元相比增长71%;每股摊薄收益为1.04美元,相比之下去年同期为0.63美元。\n不按照美国通用会计准则(不计入股权奖励支出和相关工资税、并购相关支出、战略投资收益、参与证券的未分配盈利、以及普通股慈善捐助相关费用),Zoom第二季度调整后净利润为4.151亿美元,每股摊薄收益为1.36美元,相比之下去年同期的调整后净利润为2.748亿美元,每股摊薄收益为0.92美元,这一业绩超出分析师此前预期。据雅虎财经频道提供的数据显示,21名分析师此前平均预期Zoom第二季度每股收益将达1.16美元。\nZoom第二季度总营收为10.215亿美元,与去年同期的6.635亿美元相比增长54%,也超出分析师预期。据雅虎财经频道提供的数据显示,21名分析师此前平均预期Zoom第二季度营收将达9.9096亿美元。\nZoom第二季度营收成本为2.613亿美元,相比之下去年同期为1.922亿美元。Zoom第二季度毛利润为7.602亿美元,相比之下去年同期为4.712亿美元。\nZoom第二季度运营支出为4.656亿美元,相比之下去年同期为2.831亿美元。其中,研发支出为8230万美元,相比之下去年同期为4270万美元;销售和营销支出为2.71亿美元,相比之下去年同期为1.59亿美元;总务和行政支出为1.12亿美元,相比之下去年同期为8120万美元。\nZoom第二季度运营利润为2.946亿美元,相比之下去年同期为1.881亿美元。不按照美国通用会计准则(不计入股权奖励支出和相关工资税、并购相关支出、以及普通股慈善捐助相关费用),Zoom第二季度调整后运营利润为4.247亿美元,相比之下去年同期为2.770亿美元。Zoom第二季度运营利润率为28.8%,不按照美国通用会计准则的调整后运营利润率为41.6%。\n高管点评:\n“在第二季度中,我们首次实现了10亿美元的季度营收,同时交出了盈利能力和现金流强劲的表现。”Zoom创始人及CEO袁征表示。“第二季度还标志着,我们向在UC平台以外领域扩展的过程中取得了多个里程碑。我们推出了Zoom Apps,将50多个应用直接引入Zoom体验,并推出了一体化的数字活动服务Zoom Events。今天,我们已经是个拥有50多万客户和10多名员工的全球品牌,而我们相信,在组织和个人希望重新设想工作、通信和协作之际,这将使我们处于非常有利的地位,能够为其提供支持。”\n客户指标:\n总营收的驱动因素包括新客户获取和现有客户群的扩张。截至2022财年第二季度末,Zoom拥有:\n- 员工人数超过10人的客户总数约为50.49万个,与去年同期相比增长约36%;\n- 2278个客户在过去12个月中贡献了超过10万美元的营收,与去年同期相比增长约131%;\n- 员工人数超过10人的客户过去12个月的净美元扩张率连续第13个季度超过130%。\n现金相关消息:\nZoom第二季度来自于业务运营活动的净现金为4.680亿美元,相比之下去年同期为4.013亿美元。Zoom第二季度自由现金流为4.550亿美元,相比之下去年同期为3.734亿美元。\n截至2021年7月31日,Zoom持有的现金、现金等价物和有价证券总额为51亿美元。\n业绩展望:\nZoom预计,2022财年第三季度总净营收预计将达10.15亿美元到10.20亿美元,超出分析师预期;不按照美国通用会计准则的运营利润预计将达3.40亿美元到3.45亿美元;不按照美国通用会计准则的每股摊薄收益预计将达1.07美元到1.08美元(在外流通加权平均股票总量约为3.09亿股),不及分析师预期。据雅虎财经频道提供的数据显示,21名分析师此前平均预期Zoom第三季度每股收益将达1.09美元,21名分析师平均预期Zoom第三季度营收将达10.1亿美元。\nZoom还预计,2022财年总净营收预计将达40.05亿美元到40.15亿美元,其中值符合分析师预期;不按照美国通用会计准则的运营利润预计将达15.00亿美元到15.10亿美元,不按照美国通用会计准则的每股摊薄收益预计将达4.75美元到4.79美元,超出分析师预期。据雅虎财经频道提供的数据显示,25名分析师此前平均预期Zoom全年每股收益将达4.67美元,27名分析师平均预期Zoom全年营收将达40.1亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":805973561,"gmtCreate":1627858144353,"gmtModify":1633755997448,"author":{"id":"4089841032715420","authorId":"4089841032715420","name":"Keke0709","avatar":"https://static.tigerbbs.com/38e0698de8c5d9e56b503296fee62506","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089841032715420","authorIdStr":"4089841032715420"},"themes":[],"htmlText":"幫忙按個讚吧 謝謝","listText":"幫忙按個讚吧 謝謝","text":"幫忙按個讚吧 謝謝","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/805973561","repostId":"1170169817","repostType":4,"repost":{"id":"1170169817","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":1627819590,"share":"https://www.laohu8.com/m/news/1170169817?lang=&edition=full","pubTime":"2021-08-01 20:06","market":"other","language":"zh","title":"中国恒大:以32.5亿港元价格出售恒腾网络11%股权","url":"https://stock-news.laohu8.com/highlight/detail?id=1170169817","media":"老虎资讯综合","summary":"8月1日,恒腾网络在港交所公告称,中国恒大出售恒腾网络合计11%股权,总代价为32.5亿港元,每股3.20港元。其中,买方一为腾讯控股全资持有的附属公司,其收购恒腾网络7%股份。截至公告日期,买方一持","content":"<p>8月1日,恒腾网络在港交所公告称,中国恒大出售恒腾网络合计11%股权,总代价为32.5亿港元,每股3.20港元。其中,买方一为腾讯控股全资持有的附属公司,其收购恒腾网络7%股份。截至公告日期,买方一持有恒腾网络已发行股本之约16.90%;而中国恒大持有恒腾网络已发行股本之约37.55%。</p>\n<p><img src=\"https://static.tigerbbs.com/4e91ded77d46b3fdfb7cd8634a833e8e\" tg-width=\"1135\" tg-height=\"768\" 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>中国恒大:以32.5亿港元价格出售恒腾网络11%股权</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中国恒大:以32.5亿港元价格出售恒腾网络11%股权\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\">2021-08-01 20:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月1日,恒腾网络在港交所公告称,中国恒大出售恒腾网络合计11%股权,总代价为32.5亿港元,每股3.20港元。其中,买方一为腾讯控股全资持有的附属公司,其收购恒腾网络7%股份。截至公告日期,买方一持有恒腾网络已发行股本之约16.90%;而中国恒大持有恒腾网络已发行股本之约37.55%。</p>\n<p><img src=\"https://static.tigerbbs.com/4e91ded77d46b3fdfb7cd8634a833e8e\" tg-width=\"1135\" tg-height=\"768\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c6fcdaee085f89a043698b2126b966fe","relate_stocks":{"03333":"中国恒大","00136":"中国儒意"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170169817","content_text":"8月1日,恒腾网络在港交所公告称,中国恒大出售恒腾网络合计11%股权,总代价为32.5亿港元,每股3.20港元。其中,买方一为腾讯控股全资持有的附属公司,其收购恒腾网络7%股份。截至公告日期,买方一持有恒腾网络已发行股本之约16.90%;而中国恒大持有恒腾网络已发行股本之约37.55%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":833243262,"gmtCreate":1629246992356,"gmtModify":1631892419827,"author":{"id":"4089841032715420","authorId":"4089841032715420","name":"Keke0709","avatar":"https://static.tigerbbs.com/38e0698de8c5d9e56b503296fee62506","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089841032715420","authorIdStr":"4089841032715420"},"themes":[],"htmlText":"學習","listText":"學習","text":"學習","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833243262","repostId":"2160205227","repostType":4,"repost":{"id":"2160205227","kind":"news","pubTimestamp":1629246904,"share":"https://www.laohu8.com/m/news/2160205227?lang=&edition=full","pubTime":"2021-08-18 08:35","market":"us","language":"zh","title":"高瓴抄底阿里!增仓蔚来、小鹏,新能源汽车机会来了吗","url":"https://stock-news.laohu8.com/highlight/detail?id=2160205227","media":"证券市场红周刊","summary":"从前十大重仓股来看,高瓴二季度持仓整体变动不大。而在高瓴持仓期间的2019年至今年二季度末,百济神州股价涨幅累计达到了1.4倍。2021年8月5日,百济神州公布其第二季度及上半年财务业绩。截至二季度末,持仓爱彼迎3.2亿美元,新进成为第八大重仓股。截至二季度末,高瓴持仓唯品会、名创优品市值分别为1.79亿美元、1.17亿美元。今年以来,新能源汽车销量进一步提速。在高瓴增仓的“信号”下,蔚来、小鹏等新能源汽车的“机会”或再度加码。","content":"<p>作为二级市场上备受关注的“资本巨头”,高瓴资本的一举一动都备受关注。北京时间8月17日,美国证券交易委员会(SEC)网站显示,高瓴提交了2021年二季度美股13F持仓数据。整体来看,高瓴二季度调仓动作较为活跃,与之前重仓中概股,并聚焦生命科学、硬科技等主线保持一致,但“新目标”出现较大变动。如在二季度新建仓标的中,高瓴增加了对<a href=\"https://laohu8.com/S/ABNB\">爱彼迎</a>、滴滴出行等关注度。同时也进一步逆市增仓电商、零售等中概股公司,如<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>、<a href=\"https://laohu8.com/S/MNSO\">名创优品</a>等。</p>\n<p><b>坚守“第一重仓股”<a href=\"https://laohu8.com/S/BGNE\">百济神州</a></b></p>\n<p><b>11个季度获利满满</b></p>\n<p>据高瓴二季度披露的13F文件显示,二季度,高瓴在美股市场持有89家公司,总市值97亿美元。其持仓总市值以8月17日下午汇率来看,折合人民币628.65亿元。</p>\n<p>从前十大重仓股来看,高瓴二季度持仓整体变动不大。前十大重仓整体持仓市值约为60亿美元,占总持仓60%。其中,持仓生物科技公司<a href=\"https://laohu8.com/S/06160\">百济神州</a>18.7亿美元,仍是公司“第一重仓股”。(见表1)</p>\n<p>表1 高瓴二季度前十大重仓股<img src=\"https://static.tigerbbs.com/8cf18037c5127cc51008f5ed17aae679\" tg-width=\"705\" tg-height=\"372\" referrerpolicy=\"no-referrer\"></p>\n<p>数据来源:官方资料</p>\n<p>《红周刊》记者查阅历史持仓数据显示发现,作为“钟情股”,高瓴连续持仓百济神州已经达到11个季度。高瓴早在2018年四季度即建仓百济神州;2019年三季度进行加仓,此后一直持仓至今。</p>\n<p>而在高瓴持仓期间的2019年至今年二季度末,百济神州股价涨幅累计达到了1.4倍。高瓴持仓百济神州市值由最初的仅6亿美元进一步增至近20亿美元。(见图1)</p>\n<p>图1 百济神州美股股价表现</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210817184404594v1974jjrjtigckn\" tg-width=\"713\" tg-height=\"334\" referrerpolicy=\"no-referrer\"></p>\n<p>来源:Wind</p>\n<p>从基本面角度来看,百济神州最新披露的财报数据显示,业绩改善势头“强劲”。</p>\n<p>2021年8月5日,百济神州公布其第二季度及上半年财务业绩。百济神州2021年第二季度产品收入约9亿元人民币,相较去年同期增长111%,上半年产品总收入达15.8亿元人民币,同比增长108%。</p>\n<p>值得注意的是,从最新券商评级来看,百济神州依然被机构继续“看好”。如<a href=\"https://laohu8.com/S/600999\">招商证券</a>(香港)维持对百济神州“买入”评级。其认为,2021年下半年百济神州的催化剂包括:1、替雷利珠单抗向美国FDA递交一线非小细胞肺癌和二线食管鳞癌的上市申请;2、泽布替尼二线边缘淋巴瘤与二线华氏巨球蛋白血适应症的补充申请获得FDA批准;3、在未来大型医学会议上公布多项中期临床结果。</p>\n<p>“继续维持分部加总估值法目标价为417美元(截至8月16日收盘价为280美元),并在公司权益估值基础上给予20%的资本配置溢价,以反映公司充裕的现金(21财年底预计为33亿美元)和较强的BD能力。”上述研报中分析说。</p>\n<p>值得注意的是,在前十大重仓股中,高瓴的“新目标”锁定民宿平台爱彼迎。截至二季度末,持仓爱彼迎3.2亿美元,新进成为第八大重仓股。爱彼迎于去年12月上市至今,股价持续调整。二季度其间,股价累计下跌近20%。</p>\n<p><b>大笔增仓唯品会、名创优品等标的</b></p>\n<p><b>竞争力、估值优势或是增仓重要因素</b></p>\n<p>在89家持仓公司中,高瓴二季度共增持7家公司,且整体聚焦中概股。其中,增仓唯品会、名创优品、<a href=\"https://laohu8.com/S/HTHT\">华住</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>均超过400%,增仓唯品会、名创优品幅度最高,增仓比例均超过1800%。截至二季度末,高瓴持仓唯品会、名创优品市值分别为1.79亿美元、1.17亿美元。位居第17和第19大持仓队列。</p>\n<p>与此同时,高瓴也对<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/UBER\">优步</a>等进行较大比例减持。有业内人士表示,高瓴二级市场团队对中概股继续进行调仓的背后,反应的是中概股在香港市场二次上市已成为长期趋势,不排除投资机构调整头寸,将仓位移至香港市场的可能性。</p>\n<p>同样的情况也出现在景林最新的13F数据上,根据公开信息,景林在二季度出清了<a href=\"https://laohu8.com/S/ZLAB\">再鼎医药</a>、<a href=\"https://laohu8.com/S/VNET\">世纪互联</a>、<a href=\"https://laohu8.com/S/HCM\">和黄医药</a>、贝壳等公司,其中再鼎医药以及和黄医药在港股亦有上市。</p>\n<p>表2 高瓴二季度重点调仓股</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210817184409473v19748vxc25i8ze\" tg-width=\"747\" tg-height=\"1294\" referrerpolicy=\"no-referrer\"></p>\n<p>数据来源:官方资料</p>\n<p>从持仓数据来看,二季度其间,高瓴增仓幅度最大的两只个股——唯品会、名创优品二季度股价持续下跌,其中,唯品会下跌超32%,名创优品下跌13%。(见图2、图3)</p>\n<p>图2 唯品会股价表现</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210817184416538v197ati2rdgb4y6\" tg-width=\"942\" tg-height=\"523\" referrerpolicy=\"no-referrer\"></p>\n<p>来源:Wind</p>\n<p>图3 名创优品股价表现</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210817184422418v197v6lqhdk5629\" tg-width=\"1080\" tg-height=\"458\" referrerpolicy=\"no-referrer\"></p>\n<p>来源:Wind</p>\n<p>估值优势或是高瓴给与相关公司增仓的重要考量因素。以唯品会来看,随着二季度股价持续调整,估值同样出现显著下降。二季度其间,唯品会估值水平多为10~20倍,与一季度的20~30倍相比,进一步下降。</p>\n<p><a href=\"https://laohu8.com/S/600918\">中泰证券</a>在研报中表示,对标TJX(美国和全世界的服装和家庭时尚低价零售商),唯品会竞争壁垒仍需时间被市场确认,但成长性更高,空间更大。按照TJX估值折价0.8-0.9倍,认为唯品会2021年合理PE为17-20倍,而当前PE仅11倍,首次覆盖给予“买入”评级。</p>\n<p>在其看来,“自2018年底提出‘回归特卖、聚焦好货’战略以来,盈利和现金流稳健增长,账面现金充足,公司可通过回购等再投资方式大幅提升内在价值。”</p>\n<p>而市场习惯按照规模与增速为电商企业估值,在电商竞争的下半场,“渠道品牌”框架的重要性逐步提升,唯品会恰好跑在“渠道品牌”的正确赛道上。</p>\n<p>中泰证券预判称,当前,其竞争优势被显著低估,且有望从“小”而有壁垒的生意成长为“大”而有壁垒的生意。唯品会尾货处理市占率较低,成长属性大于周期属性。随着用户留存增加和黏性提高,公司业绩有望实现稳健增长。</p>\n<p><b>继续加仓小鹏、蔚来等新能源赛道</b></p>\n<p>高瓴曾公开表示,看<a href=\"https://laohu8.com/S/TAL\">好未来</a>两到五年里科技领域的半导体、前沿科技、新能源、智能硬件等四大细分赛道,并将硬科技称为“历史性的结构性投资窗口期”,从持仓数据分析来看,其近三年也进一步加大了这方面的投资力度。</p>\n<p>如继今年一季度对小鹏、蔚来开始新一轮建仓后,高瓴二级市场团队于二季度继续对小鹏、蔚来加仓。截至二季度,对两者持仓市值分别为0.39亿美元,0.45亿美元。</p>\n<p>今年以来,新能源汽车销量进一步提速。据Wind数据显示,今年6~7月,中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车月销量分别达到了25万辆、27万辆,再创历史新高。(见图4)</p>\n<p>图4 新能源汽车月销量</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210817184423149v197i4uswi3fyw0\" tg-width=\"976\" tg-height=\"528\" referrerpolicy=\"no-referrer\"></p>\n<p>数据来源:Wind</p>\n<p>据蔚来公布的业务数据显示,截至7月底,公司汽车当年累计销量为125,528辆,同比增长153.00%;据小鹏公布的业务数据显示,截至7月底,公司Smart EV 汽车累计值销量达38,778辆,相较于去年同期,均有显著提升。(见图5、6)</p>\n<p>图5蔚来汽车累计销量</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210817184428898v197ad7eptg36qm\" tg-width=\"986\" tg-height=\"452\" referrerpolicy=\"no-referrer\"></p>\n<p>数据来源:Wind</p>\n<p>图6 小鹏公汽车累计销量</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210817184444733v197lhm3d7wh8s8\" tg-width=\"974\" tg-height=\"449\" referrerpolicy=\"no-referrer\">数据来源:Wind</p>\n<p>值得一提的是,与高瓴其他加仓公司二季度股价持续调整不同,蔚来在二季度上涨了36%,小鹏则上涨了21%。</p>\n<p>在高瓴增仓的“信号”下,蔚来、小鹏等新能源汽车的“机会”或再度加码。</p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高瓴抄底阿里!增仓蔚来、小鹏,新能源汽车机会来了吗\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-18 08:35 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108171845167c2f59f2&s=b><strong>证券市场红周刊</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作为二级市场上备受关注的“资本巨头”,高瓴资本的一举一动都备受关注。北京时间8月17日,美国证券交易委员会(SEC)网站显示,高瓴提交了2021年二季度美股13F持仓数据。整体来看,高瓴二季度调仓动作较为活跃,与之前重仓中概股,并聚焦生命科学、硬科技等主线保持一致,但“新目标”出现较大变动。如在二季度新建仓标的中,高瓴增加了对爱彼迎、滴滴出行等关注度。同时也进一步逆市增仓电商、零售等中概股公司,...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108171845167c2f59f2&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/63f5774a55811b697cdb5404ce6a4118","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108171845167c2f59f2&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2160205227","content_text":"作为二级市场上备受关注的“资本巨头”,高瓴资本的一举一动都备受关注。北京时间8月17日,美国证券交易委员会(SEC)网站显示,高瓴提交了2021年二季度美股13F持仓数据。整体来看,高瓴二季度调仓动作较为活跃,与之前重仓中概股,并聚焦生命科学、硬科技等主线保持一致,但“新目标”出现较大变动。如在二季度新建仓标的中,高瓴增加了对爱彼迎、滴滴出行等关注度。同时也进一步逆市增仓电商、零售等中概股公司,如唯品会、名创优品等。\n坚守“第一重仓股”百济神州\n11个季度获利满满\n据高瓴二季度披露的13F文件显示,二季度,高瓴在美股市场持有89家公司,总市值97亿美元。其持仓总市值以8月17日下午汇率来看,折合人民币628.65亿元。\n从前十大重仓股来看,高瓴二季度持仓整体变动不大。前十大重仓整体持仓市值约为60亿美元,占总持仓60%。其中,持仓生物科技公司百济神州18.7亿美元,仍是公司“第一重仓股”。(见表1)\n表1 高瓴二季度前十大重仓股\n数据来源:官方资料\n《红周刊》记者查阅历史持仓数据显示发现,作为“钟情股”,高瓴连续持仓百济神州已经达到11个季度。高瓴早在2018年四季度即建仓百济神州;2019年三季度进行加仓,此后一直持仓至今。\n而在高瓴持仓期间的2019年至今年二季度末,百济神州股价涨幅累计达到了1.4倍。高瓴持仓百济神州市值由最初的仅6亿美元进一步增至近20亿美元。(见图1)\n图1 百济神州美股股价表现\n\n来源:Wind\n从基本面角度来看,百济神州最新披露的财报数据显示,业绩改善势头“强劲”。\n2021年8月5日,百济神州公布其第二季度及上半年财务业绩。百济神州2021年第二季度产品收入约9亿元人民币,相较去年同期增长111%,上半年产品总收入达15.8亿元人民币,同比增长108%。\n值得注意的是,从最新券商评级来看,百济神州依然被机构继续“看好”。如招商证券(香港)维持对百济神州“买入”评级。其认为,2021年下半年百济神州的催化剂包括:1、替雷利珠单抗向美国FDA递交一线非小细胞肺癌和二线食管鳞癌的上市申请;2、泽布替尼二线边缘淋巴瘤与二线华氏巨球蛋白血适应症的补充申请获得FDA批准;3、在未来大型医学会议上公布多项中期临床结果。\n“继续维持分部加总估值法目标价为417美元(截至8月16日收盘价为280美元),并在公司权益估值基础上给予20%的资本配置溢价,以反映公司充裕的现金(21财年底预计为33亿美元)和较强的BD能力。”上述研报中分析说。\n值得注意的是,在前十大重仓股中,高瓴的“新目标”锁定民宿平台爱彼迎。截至二季度末,持仓爱彼迎3.2亿美元,新进成为第八大重仓股。爱彼迎于去年12月上市至今,股价持续调整。二季度其间,股价累计下跌近20%。\n大笔增仓唯品会、名创优品等标的\n竞争力、估值优势或是增仓重要因素\n在89家持仓公司中,高瓴二季度共增持7家公司,且整体聚焦中概股。其中,增仓唯品会、名创优品、华住、蔚来、阿里巴巴均超过400%,增仓唯品会、名创优品幅度最高,增仓比例均超过1800%。截至二季度末,高瓴持仓唯品会、名创优品市值分别为1.79亿美元、1.17亿美元。位居第17和第19大持仓队列。\n与此同时,高瓴也对拼多多、优步等进行较大比例减持。有业内人士表示,高瓴二级市场团队对中概股继续进行调仓的背后,反应的是中概股在香港市场二次上市已成为长期趋势,不排除投资机构调整头寸,将仓位移至香港市场的可能性。\n同样的情况也出现在景林最新的13F数据上,根据公开信息,景林在二季度出清了再鼎医药、世纪互联、和黄医药、贝壳等公司,其中再鼎医药以及和黄医药在港股亦有上市。\n表2 高瓴二季度重点调仓股\n\n数据来源:官方资料\n从持仓数据来看,二季度其间,高瓴增仓幅度最大的两只个股——唯品会、名创优品二季度股价持续下跌,其中,唯品会下跌超32%,名创优品下跌13%。(见图2、图3)\n图2 唯品会股价表现\n\n来源:Wind\n图3 名创优品股价表现\n\n来源:Wind\n估值优势或是高瓴给与相关公司增仓的重要考量因素。以唯品会来看,随着二季度股价持续调整,估值同样出现显著下降。二季度其间,唯品会估值水平多为10~20倍,与一季度的20~30倍相比,进一步下降。\n中泰证券在研报中表示,对标TJX(美国和全世界的服装和家庭时尚低价零售商),唯品会竞争壁垒仍需时间被市场确认,但成长性更高,空间更大。按照TJX估值折价0.8-0.9倍,认为唯品会2021年合理PE为17-20倍,而当前PE仅11倍,首次覆盖给予“买入”评级。\n在其看来,“自2018年底提出‘回归特卖、聚焦好货’战略以来,盈利和现金流稳健增长,账面现金充足,公司可通过回购等再投资方式大幅提升内在价值。”\n而市场习惯按照规模与增速为电商企业估值,在电商竞争的下半场,“渠道品牌”框架的重要性逐步提升,唯品会恰好跑在“渠道品牌”的正确赛道上。\n中泰证券预判称,当前,其竞争优势被显著低估,且有望从“小”而有壁垒的生意成长为“大”而有壁垒的生意。唯品会尾货处理市占率较低,成长属性大于周期属性。随着用户留存增加和黏性提高,公司业绩有望实现稳健增长。\n继续加仓小鹏、蔚来等新能源赛道\n高瓴曾公开表示,看好未来两到五年里科技领域的半导体、前沿科技、新能源、智能硬件等四大细分赛道,并将硬科技称为“历史性的结构性投资窗口期”,从持仓数据分析来看,其近三年也进一步加大了这方面的投资力度。\n如继今年一季度对小鹏、蔚来开始新一轮建仓后,高瓴二级市场团队于二季度继续对小鹏、蔚来加仓。截至二季度,对两者持仓市值分别为0.39亿美元,0.45亿美元。\n今年以来,新能源汽车销量进一步提速。据Wind数据显示,今年6~7月,中国新能源汽车月销量分别达到了25万辆、27万辆,再创历史新高。(见图4)\n图4 新能源汽车月销量\n\n数据来源:Wind\n据蔚来公布的业务数据显示,截至7月底,公司汽车当年累计销量为125,528辆,同比增长153.00%;据小鹏公布的业务数据显示,截至7月底,公司Smart EV 汽车累计值销量达38,778辆,相较于去年同期,均有显著提升。(见图5、6)\n图5蔚来汽车累计销量\n\n数据来源:Wind\n图6 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【异动】AMC院线盘前涨超7%,Q2营收超预期\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\">2021-08-10 16:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月10日,AMC院线盘前涨超7%,Q2营收超预期;财报显示,公司第二季度营收4.45亿美元,市场预期为3.82亿美元,去年同期为1900万美元;第二季度净亏损为3.44亿美元,每股净亏损为0.71美元,市场预期为0.94美元。</p>\n<p><img src=\"https://static.tigerbbs.com/a201bfb623a2b54daaceb4e5eb2b518b\" tg-width=\"857\" tg-height=\"629\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0ee61f3102969f347b6aec27973133fc","relate_stocks":{"AMC":"AMC院线"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169847262","content_text":"8月10日,AMC院线盘前涨超7%,Q2营收超预期;财报显示,公司第二季度营收4.45亿美元,市场预期为3.82亿美元,去年同期为1900万美元;第二季度净亏损为3.44亿美元,每股净亏损为0.71美元,市场预期为0.94美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}