四处漂泊x的个人主页 - 老虎社区

四处漂泊x

四处漂泊x

暂无个人介绍

IP属地：未知

2关注

0粉丝

1主题

0勋章

2022-04-12

$中环球船务(SGLY)$一觉醒来，这公司就剩7块了？

2022-04-12

$小米集团-W(01810)$宏观政策对腾讯有影响

2022-04-12

$腾讯控股(00700)$巨头也需要喘口气

2022-04-12

$阿里巴巴(BABA)$消失的电销商

2021-11-08

共享办公这概念是又被炒火了？

@杨德龙说财经:基本面逆势增长+估值被低估，优客工场升值空间几何？

2021-11-08

$优客工场(UK)$共享办公这个行业还是有需要的，毕竟创业企业对办公场所的需要还是有的，主要还是疫情影响了业务状况。

2021-08-16

财报数据好，股价还不快支棱下...

@阿浦美股:优客工场轻资产投资回报率(ROI)超15%，优秀资管能力推动快速布局

2021-08-13

$优客工场(UK)$财报数据大大利好啊！

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4091865788404110","uuid":"4091865788404110","gmtCreate":1628762724631,"gmtModify":1636351773717,"name":"四处漂泊x","pinyin":"scpbxsichupiaobox","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/1cca5b35537b5e15c033d0e51ed193ce","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":2,"tweetSize":8,"questionSize":0,"limitLevel":999,"accountStatus":2,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":613113736,"gmtCreate":1649753661838,"gmtModify":1649753661838,"author":{"id":"4091865788404110","authorId":"4091865788404110","name":"四处漂泊x","avatar":"https://static.tigerbbs.com/1cca5b35537b5e15c033d0e51ed193ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091865788404110","authorIdStr":"4091865788404110"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SGLY\">$中环球船务(SGLY)$</a>一觉醒来，这公司就剩7块了？","listText":"<a href=\"https://laohu8.com/S/SGLY\">$中环球船务(SGLY)$</a>一觉醒来，这公司就剩7块了？","text":"$中环球船务(SGLY)$一觉醒来，这公司就剩7块了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613113736","isVote":1,"tweetType":1,"viewCount":1912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613345673,"gmtCreate":1649736793206,"gmtModify":1649736793206,"author":{"id":"4091865788404110","authorId":"4091865788404110","name":"四处漂泊x","avatar":"https://static.tigerbbs.com/1cca5b35537b5e15c033d0e51ed193ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091865788404110","authorIdStr":"4091865788404110"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>宏观政策对腾讯有影响","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>宏观政策对腾讯有影响","text":"$小米集团-W(01810)$宏观政策对腾讯有影响","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613345673","isVote":1,"tweetType":1,"viewCount":1985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613345181,"gmtCreate":1649736697981,"gmtModify":1649736697981,"author":{"id":"4091865788404110","authorId":"4091865788404110","name":"四处漂泊x","avatar":"https://static.tigerbbs.com/1cca5b35537b5e15c033d0e51ed193ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091865788404110","authorIdStr":"4091865788404110"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>巨头也需要喘口气","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>巨头也需要喘口气","text":"$腾讯控股(00700)$巨头也需要喘口气","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613345181","isVote":1,"tweetType":1,"viewCount":2534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613348847,"gmtCreate":1649735503195,"gmtModify":1649735503195,"author":{"id":"4091865788404110","authorId":"4091865788404110","name":"四处漂泊x","avatar":"https://static.tigerbbs.com/1cca5b35537b5e15c033d0e51ed193ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091865788404110","authorIdStr":"4091865788404110"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>消失的电销商","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>消失的电销商","text":"$阿里巴巴(BABA)$消失的电销商","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613348847","isVote":1,"tweetType":1,"viewCount":2065,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845555683,"gmtCreate":1636354565242,"gmtModify":1636354565242,"author":{"id":"4091865788404110","authorId":"4091865788404110","name":"四处漂泊x","avatar":"https://static.tigerbbs.com/1cca5b35537b5e15c033d0e51ed193ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091865788404110","authorIdStr":"4091865788404110"},"themes":[],"htmlText":"共享办公这概念是又被炒火了？","listText":"共享办公这概念是又被炒火了？","text":"共享办公这概念是又被炒火了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845555683","repostId":"841775465","repostType":1,"repost":{"id":841775465,"gmtCreate":1635946532569,"gmtModify":1744852350405,"author":{"id":"3529363284825114","authorId":"3529363284825114","name":"杨德龙说财经","avatar":"https://static.tigerbbs.com/cde3fe8d8fdba3297698dcfdc7297f56","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3529363284825114","authorIdStr":"3529363284825114"},"themes":[],"title":"基本面逆势增长+估值被低估，优客工场升值空间几何？","htmlText":"对比WeWork:基本面逆势增长+估值被低估，优客工场升值空间几何？2021年10月21日晚间，WeWork以 SPAC（特殊目的收购公司）方式登陆纽交所，股票代码为 \"WE\"，募集资金13亿美元。在经过17轮 的融资，长达3年的上市历程，众创空间鼻祖WeWork最终上市成功。早在2019年，WeWork就希冀成为“共享办公第一股”，最终失之交臂。取而代之的是国内共享办公领跑企业优客工场。与WeWork饱受全球经济增长疲软的拖累、采取重资产经营模式导致持续亏损不同；优客工场的基本面持续向好，公司“轻资产+ Saas+企业服务”战略初具成效，但同时公司市值被严重低估。优客工场作为中国共享办公龙头企业，在轻资产运营、数字化升级、大企业定制等领域具备较强竞争力，建议持续关注。从公司估值层面上看：基本面逆势增长+估值被低估，优客工场升值空间几何？从目前来看，在共享办公领域的上市公司中，优客工场、WeWork、IWG三家各有自己的优势和特点，是该领域内值得关注的三家头部公司。WeWork来自美国，作为众创空间鼻祖是深受软银等基金追捧，是共享办公领域当之无愧的独角兽企业；优客工场作为中国该领域的龙头企业，更是抢在WeWork之前完成上市发行，被誉为美股市场上的“共享办公第一股”；IWG作为经营30多年的“老牌”企业，在办公空间领域享有国际声誉。从营业收入来看，虽然优客工场的体量比WeWork和IWG两大世界级巨头小，但其增长的速度远远高于二者。从2018年的0.7亿美元到2021年的预计2.11亿美元，三年之间，优客工场的营收增长超过200%。IWG的营收收入在这三年间不升反降。根据Capital IQ的预估，2021年IWG的营收收入（30.07亿美金），低于2018年的33.16亿美元；历尽波折最终上市的WeWork的营收预期则相对稳健。从2018年的18.22亿美元到2021年预","listText":"对比WeWork:基本面逆势增长+估值被低估，优客工场升值空间几何？2021年10月21日晚间，WeWork以 SPAC（特殊目的收购公司）方式登陆纽交所，股票代码为 \"WE\"，募集资金13亿美元。在经过17轮 的融资，长达3年的上市历程，众创空间鼻祖WeWork最终上市成功。早在2019年，WeWork就希冀成为“共享办公第一股”，最终失之交臂。取而代之的是国内共享办公领跑企业优客工场。与WeWork饱受全球经济增长疲软的拖累、采取重资产经营模式导致持续亏损不同；优客工场的基本面持续向好，公司“轻资产+ Saas+企业服务”战略初具成效，但同时公司市值被严重低估。优客工场作为中国共享办公龙头企业，在轻资产运营、数字化升级、大企业定制等领域具备较强竞争力，建议持续关注。从公司估值层面上看：基本面逆势增长+估值被低估，优客工场升值空间几何？从目前来看，在共享办公领域的上市公司中，优客工场、WeWork、IWG三家各有自己的优势和特点，是该领域内值得关注的三家头部公司。WeWork来自美国，作为众创空间鼻祖是深受软银等基金追捧，是共享办公领域当之无愧的独角兽企业；优客工场作为中国该领域的龙头企业，更是抢在WeWork之前完成上市发行，被誉为美股市场上的“共享办公第一股”；IWG作为经营30多年的“老牌”企业，在办公空间领域享有国际声誉。从营业收入来看，虽然优客工场的体量比WeWork和IWG两大世界级巨头小，但其增长的速度远远高于二者。从2018年的0.7亿美元到2021年的预计2.11亿美元，三年之间，优客工场的营收增长超过200%。IWG的营收收入在这三年间不升反降。根据Capital IQ的预估，2021年IWG的营收收入（30.07亿美金），低于2018年的33.16亿美元；历尽波折最终上市的WeWork的营收预期则相对稳健。从2018年的18.22亿美元到2021年预","text":"对比WeWork:基本面逆势增长+估值被低估，优客工场升值空间几何？2021年10月21日晚间，WeWork以 SPAC（特殊目的收购公司）方式登陆纽交所，股票代码为 \"WE\"，募集资金13亿美元。在经过17轮 的融资，长达3年的上市历程，众创空间鼻祖WeWork最终上市成功。早在2019年，WeWork就希冀成为“共享办公第一股”，最终失之交臂。取而代之的是国内共享办公领跑企业优客工场。与WeWork饱受全球经济增长疲软的拖累、采取重资产经营模式导致持续亏损不同；优客工场的基本面持续向好，公司“轻资产+ Saas+企业服务”战略初具成效，但同时公司市值被严重低估。优客工场作为中国共享办公龙头企业，在轻资产运营、数字化升级、大企业定制等领域具备较强竞争力，建议持续关注。从公司估值层面上看：基本面逆势增长+估值被低估，优客工场升值空间几何？从目前来看，在共享办公领域的上市公司中，优客工场、WeWork、IWG三家各有自己的优势和特点，是该领域内值得关注的三家头部公司。WeWork来自美国，作为众创空间鼻祖是深受软银等基金追捧，是共享办公领域当之无愧的独角兽企业；优客工场作为中国该领域的龙头企业，更是抢在WeWork之前完成上市发行，被誉为美股市场上的“共享办公第一股”；IWG作为经营30多年的“老牌”企业，在办公空间领域享有国际声誉。从营业收入来看，虽然优客工场的体量比WeWork和IWG两大世界级巨头小，但其增长的速度远远高于二者。从2018年的0.7亿美元到2021年的预计2.11亿美元，三年之间，优客工场的营收增长超过200%。IWG的营收收入在这三年间不升反降。根据Capital IQ的预估，2021年IWG的营收收入（30.07亿美金），低于2018年的33.16亿美元；历尽波折最终上市的WeWork的营收预期则相对稳健。从2018年的18.22亿美元到2021年预","images":[{"img":"https://static.tigerbbs.com/47d2c6a563420fe5df7b6be01b18c736","width":"648","height":"237"},{"img":"https://static.tigerbbs.com/38d1d1122acd11a2174606878ac68810","width":"566","height":"397"},{"img":"https://static.tigerbbs.com/5f65d256e4855dda990b337cf0313812","width":"629","height":"435"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841775465","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845272209,"gmtCreate":1636345995674,"gmtModify":1636345995674,"author":{"id":"4091865788404110","authorId":"4091865788404110","name":"四处漂泊x","avatar":"https://static.tigerbbs.com/1cca5b35537b5e15c033d0e51ed193ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091865788404110","authorIdStr":"4091865788404110"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UK\">$优客工场(UK)$</a>共享办公这个行业还是有需要的，毕竟创业企业对办公场所的需要还是有的，主要还是疫情影响了业务状况。","listText":"<a href=\"https://laohu8.com/S/UK\">$优客工场(UK)$</a>共享办公这个行业还是有需要的，毕竟创业企业对办公场所的需要还是有的，主要还是疫情影响了业务状况。","text":"$优客工场(UK)$共享办公这个行业还是有需要的，毕竟创业企业对办公场所的需要还是有的，主要还是疫情影响了业务状况。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845272209","isVote":1,"tweetType":1,"viewCount":2222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":839184182,"gmtCreate":1629126989146,"gmtModify":1629126989146,"author":{"id":"4091865788404110","authorId":"4091865788404110","name":"四处漂泊x","avatar":"https://static.tigerbbs.com/1cca5b35537b5e15c033d0e51ed193ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091865788404110","authorIdStr":"4091865788404110"},"themes":[],"htmlText":"财报数据好，股价还不快支棱下...","listText":"财报数据好，股价还不快支棱下...","text":"财报数据好，股价还不快支棱下...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839184182","repostId":"895793138","repostType":1,"repost":{"id":895793138,"gmtCreate":1628771435124,"gmtModify":1628779914764,"author":{"id":"3456099603258243","authorId":"3456099603258243","name":"阿浦美股","avatar":"https://static.tigerbbs.com/510158cacb317df74e4b574d9bfe7f4a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456099603258243","authorIdStr":"3456099603258243"},"themes":[],"title":"优客工场轻资产投资回报率(ROI)超15%，优秀资管能力推动快速布局","htmlText":"2021年6月，CBRE完成了《优客工场<a target=\"_blank\" href=\"https://laohu8.com/S/UK\">$优客工场(UK)$</a>&nbsp;租金评估及联合发布顾问服务报告》，报告显示，运营进入相对成熟期（6个月或以上）的优客工场轻资产管理项目为业主带来的平均投资回报率(ROI)达到15%以上。CBRE抽样项目覆盖了优客工场布局的一线、新一线、二线城市中的9个城市。<a target=\"_blank\" href=\"https://laohu8.com/S/UK\">$优客工场(UK)$</a>&nbsp;优客工场（Ucommune）自2015年成立以来发展迅速，截止2021年6月30日，优客工场在87个城市共有282已签约场地，分布于一线城市102个，新一线城市62个，二线及二线以下城市合计112个，管理面积约为70万平方米，为116万会员提供服务。平均投资回报率(ROI)超过15%根据CBRE的调查数据，优客工场在一线及新一线城市的项目平均投资回报率(ROI)为15.4%，二线城市项目的平均投资回报率(ROI)为16%。整体来看，优客工场轻资产模式为业主带来的平均投资回报率(ROI)为15.7%。这意味着，除某些特殊需求的空间，绝大多数与优客工场合作的业主方，在支付所有成本后，可以获得良好的差额收益及投资回报率(ROI)。随着地产行业逐步进入存量市场，单边依赖资产增值获取高收益的模式不再具有优势，以精细化运营和全方位服务为核心的“轻资产模式”成为了资产增值、提高收益的有效途径。优客工场自2020年开始了“轻资产、重赋能”的战略转型，且发展迅速。财报显示，优客工场2021年二季度轻资产收入1520万，同比增长292.1%；轻资产毛利460万，同比增长228.6%。依靠全流程服务上下游的产品线和连锁经营的能力，轻资产模式让优客工场的项目拥有","listText":"2021年6月，CBRE完成了《优客工场<a target=\"_blank\" href=\"https://laohu8.com/S/UK\">$优客工场(UK)$</a>&nbsp;租金评估及联合发布顾问服务报告》，报告显示，运营进入相对成熟期（6个月或以上）的优客工场轻资产管理项目为业主带来的平均投资回报率(ROI)达到15%以上。CBRE抽样项目覆盖了优客工场布局的一线、新一线、二线城市中的9个城市。<a target=\"_blank\" href=\"https://laohu8.com/S/UK\">$优客工场(UK)$</a>&nbsp;优客工场（Ucommune）自2015年成立以来发展迅速，截止2021年6月30日，优客工场在87个城市共有282已签约场地，分布于一线城市102个，新一线城市62个，二线及二线以下城市合计112个，管理面积约为70万平方米，为116万会员提供服务。平均投资回报率(ROI)超过15%根据CBRE的调查数据，优客工场在一线及新一线城市的项目平均投资回报率(ROI)为15.4%，二线城市项目的平均投资回报率(ROI)为16%。整体来看，优客工场轻资产模式为业主带来的平均投资回报率(ROI)为15.7%。这意味着，除某些特殊需求的空间，绝大多数与优客工场合作的业主方，在支付所有成本后，可以获得良好的差额收益及投资回报率(ROI)。随着地产行业逐步进入存量市场，单边依赖资产增值获取高收益的模式不再具有优势，以精细化运营和全方位服务为核心的“轻资产模式”成为了资产增值、提高收益的有效途径。优客工场自2020年开始了“轻资产、重赋能”的战略转型，且发展迅速。财报显示，优客工场2021年二季度轻资产收入1520万，同比增长292.1%；轻资产毛利460万，同比增长228.6%。依靠全流程服务上下游的产品线和连锁经营的能力，轻资产模式让优客工场的项目拥有","text":"2021年6月，CBRE完成了《优客工场$优客工场(UK)$ 租金评估及联合发布顾问服务报告》，报告显示，运营进入相对成熟期（6个月或以上）的优客工场轻资产管理项目为业主带来的平均投资回报率(ROI)达到15%以上。CBRE抽样项目覆盖了优客工场布局的一线、新一线、二线城市中的9个城市。$优客工场(UK)$ 优客工场（Ucommune）自2015年成立以来发展迅速，截止2021年6月30日，优客工场在87个城市共有282已签约场地，分布于一线城市102个，新一线城市62个，二线及二线以下城市合计112个，管理面积约为70万平方米，为116万会员提供服务。平均投资回报率(ROI)超过15%根据CBRE的调查数据，优客工场在一线及新一线城市的项目平均投资回报率(ROI)为15.4%，二线城市项目的平均投资回报率(ROI)为16%。整体来看，优客工场轻资产模式为业主带来的平均投资回报率(ROI)为15.7%。这意味着，除某些特殊需求的空间，绝大多数与优客工场合作的业主方，在支付所有成本后，可以获得良好的差额收益及投资回报率(ROI)。随着地产行业逐步进入存量市场，单边依赖资产增值获取高收益的模式不再具有优势，以精细化运营和全方位服务为核心的“轻资产模式”成为了资产增值、提高收益的有效途径。优客工场自2020年开始了“轻资产、重赋能”的战略转型，且发展迅速。财报显示，优客工场2021年二季度轻资产收入1520万，同比增长292.1%；轻资产毛利460万，同比增长228.6%。依靠全流程服务上下游的产品线和连锁经营的能力，轻资产模式让优客工场的项目拥有","images":[{"img":"https://static.tigerbbs.com/bd06689b4458a3cc34273f2a5bd7a8a8","width":"688","height":"389"},{"img":"https://static.tigerbbs.com/f947325fdc5a42ec679351d229a926b1","width":"688","height":"386"},{"img":"https://static.tigerbbs.com/94d6b5fedcdb7b1c3588854974acd1ee","width":"688","height":"386"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895793138","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4044,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":894709155,"gmtCreate":1628853019777,"gmtModify":1628857126925,"author":{"id":"4091865788404110","authorId":"4091865788404110","name":"四处漂泊x","avatar":"https://static.tigerbbs.com/1cca5b35537b5e15c033d0e51ed193ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091865788404110","authorIdStr":"4091865788404110"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UK\">$优客工场(UK)$</a>财报数据大大利好啊！","listText":"<a href=\"https://laohu8.com/S/UK\">$优客工场(UK)$</a>财报数据大大利好啊！","text":"$优客工场(UK)$财报数据大大利好啊！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894709155","isVote":1,"tweetType":1,"viewCount":2957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":845272209,"gmtCreate":1636345995674,"gmtModify":1636345995674,"author":{"id":"4091865788404110","authorId":"4091865788404110","name":"四处漂泊x","avatar":"https://static.tigerbbs.com/1cca5b35537b5e15c033d0e51ed193ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091865788404110","authorIdStr":"4091865788404110"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UK\">$优客工场(UK)$</a>共享办公这个行业还是有需要的，毕竟创业企业对办公场所的需要还是有的，主要还是疫情影响了业务状况。","listText":"<a href=\"https://laohu8.com/S/UK\">$优客工场(UK)$</a>共享办公这个行业还是有需要的，毕竟创业企业对办公场所的需要还是有的，主要还是疫情影响了业务状况。","text":"$优客工场(UK)$共享办公这个行业还是有需要的，毕竟创业企业对办公场所的需要还是有的，主要还是疫情影响了业务状况。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845272209","isVote":1,"tweetType":1,"viewCount":2222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613113736,"gmtCreate":1649753661838,"gmtModify":1649753661838,"author":{"id":"4091865788404110","authorId":"4091865788404110","name":"四处漂泊x","avatar":"https://static.tigerbbs.com/1cca5b35537b5e15c033d0e51ed193ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091865788404110","authorIdStr":"4091865788404110"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SGLY\">$中环球船务(SGLY)$</a>一觉醒来，这公司就剩7块了？","listText":"<a href=\"https://laohu8.com/S/SGLY\">$中环球船务(SGLY)$</a>一觉醒来，这公司就剩7块了？","text":"$中环球船务(SGLY)$一觉醒来，这公司就剩7块了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613113736","isVote":1,"tweetType":1,"viewCount":1912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613345673,"gmtCreate":1649736793206,"gmtModify":1649736793206,"author":{"id":"4091865788404110","authorId":"4091865788404110","name":"四处漂泊x","avatar":"https://static.tigerbbs.com/1cca5b35537b5e15c033d0e51ed193ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091865788404110","authorIdStr":"4091865788404110"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>宏观政策对腾讯有影响","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>宏观政策对腾讯有影响","text":"$小米集团-W(01810)$宏观政策对腾讯有影响","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613345673","isVote":1,"tweetType":1,"viewCount":1985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613345181,"gmtCreate":1649736697981,"gmtModify":1649736697981,"author":{"id":"4091865788404110","authorId":"4091865788404110","name":"四处漂泊x","avatar":"https://static.tigerbbs.com/1cca5b35537b5e15c033d0e51ed193ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091865788404110","authorIdStr":"4091865788404110"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>巨头也需要喘口气","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>巨头也需要喘口气","text":"$腾讯控股(00700)$巨头也需要喘口气","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613345181","isVote":1,"tweetType":1,"viewCount":2534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613348847,"gmtCreate":1649735503195,"gmtModify":1649735503195,"author":{"id":"4091865788404110","authorId":"4091865788404110","name":"四处漂泊x","avatar":"https://static.tigerbbs.com/1cca5b35537b5e15c033d0e51ed193ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091865788404110","authorIdStr":"4091865788404110"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>消失的电销商","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>消失的电销商","text":"$阿里巴巴(BABA)$消失的电销商","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613348847","isVote":1,"tweetType":1,"viewCount":2065,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845555683,"gmtCreate":1636354565242,"gmtModify":1636354565242,"author":{"id":"4091865788404110","authorId":"4091865788404110","name":"四处漂泊x","avatar":"https://static.tigerbbs.com/1cca5b35537b5e15c033d0e51ed193ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091865788404110","authorIdStr":"4091865788404110"},"themes":[],"htmlText":"共享办公这概念是又被炒火了？","listText":"共享办公这概念是又被炒火了？","text":"共享办公这概念是又被炒火了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845555683","repostId":"841775465","repostType":1,"repost":{"id":841775465,"gmtCreate":1635946532569,"gmtModify":1744852350405,"author":{"id":"3529363284825114","authorId":"3529363284825114","name":"杨德龙说财经","avatar":"https://static.tigerbbs.com/cde3fe8d8fdba3297698dcfdc7297f56","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3529363284825114","authorIdStr":"3529363284825114"},"themes":[],"title":"基本面逆势增长+估值被低估，优客工场升值空间几何？","htmlText":"对比WeWork:基本面逆势增长+估值被低估，优客工场升值空间几何？2021年10月21日晚间，WeWork以 SPAC（特殊目的收购公司）方式登陆纽交所，股票代码为 \"WE\"，募集资金13亿美元。在经过17轮 的融资，长达3年的上市历程，众创空间鼻祖WeWork最终上市成功。早在2019年，WeWork就希冀成为“共享办公第一股”，最终失之交臂。取而代之的是国内共享办公领跑企业优客工场。与WeWork饱受全球经济增长疲软的拖累、采取重资产经营模式导致持续亏损不同；优客工场的基本面持续向好，公司“轻资产+ Saas+企业服务”战略初具成效，但同时公司市值被严重低估。优客工场作为中国共享办公龙头企业，在轻资产运营、数字化升级、大企业定制等领域具备较强竞争力，建议持续关注。从公司估值层面上看：基本面逆势增长+估值被低估，优客工场升值空间几何？从目前来看，在共享办公领域的上市公司中，优客工场、WeWork、IWG三家各有自己的优势和特点，是该领域内值得关注的三家头部公司。WeWork来自美国，作为众创空间鼻祖是深受软银等基金追捧，是共享办公领域当之无愧的独角兽企业；优客工场作为中国该领域的龙头企业，更是抢在WeWork之前完成上市发行，被誉为美股市场上的“共享办公第一股”；IWG作为经营30多年的“老牌”企业，在办公空间领域享有国际声誉。从营业收入来看，虽然优客工场的体量比WeWork和IWG两大世界级巨头小，但其增长的速度远远高于二者。从2018年的0.7亿美元到2021年的预计2.11亿美元，三年之间，优客工场的营收增长超过200%。IWG的营收收入在这三年间不升反降。根据Capital IQ的预估，2021年IWG的营收收入（30.07亿美金），低于2018年的33.16亿美元；历尽波折最终上市的WeWork的营收预期则相对稳健。从2018年的18.22亿美元到2021年预","listText":"对比WeWork:基本面逆势增长+估值被低估，优客工场升值空间几何？2021年10月21日晚间，WeWork以 SPAC（特殊目的收购公司）方式登陆纽交所，股票代码为 \"WE\"，募集资金13亿美元。在经过17轮 的融资，长达3年的上市历程，众创空间鼻祖WeWork最终上市成功。早在2019年，WeWork就希冀成为“共享办公第一股”，最终失之交臂。取而代之的是国内共享办公领跑企业优客工场。与WeWork饱受全球经济增长疲软的拖累、采取重资产经营模式导致持续亏损不同；优客工场的基本面持续向好，公司“轻资产+ Saas+企业服务”战略初具成效，但同时公司市值被严重低估。优客工场作为中国共享办公龙头企业，在轻资产运营、数字化升级、大企业定制等领域具备较强竞争力，建议持续关注。从公司估值层面上看：基本面逆势增长+估值被低估，优客工场升值空间几何？从目前来看，在共享办公领域的上市公司中，优客工场、WeWork、IWG三家各有自己的优势和特点，是该领域内值得关注的三家头部公司。WeWork来自美国，作为众创空间鼻祖是深受软银等基金追捧，是共享办公领域当之无愧的独角兽企业；优客工场作为中国该领域的龙头企业，更是抢在WeWork之前完成上市发行，被誉为美股市场上的“共享办公第一股”；IWG作为经营30多年的“老牌”企业，在办公空间领域享有国际声誉。从营业收入来看，虽然优客工场的体量比WeWork和IWG两大世界级巨头小，但其增长的速度远远高于二者。从2018年的0.7亿美元到2021年的预计2.11亿美元，三年之间，优客工场的营收增长超过200%。IWG的营收收入在这三年间不升反降。根据Capital IQ的预估，2021年IWG的营收收入（30.07亿美金），低于2018年的33.16亿美元；历尽波折最终上市的WeWork的营收预期则相对稳健。从2018年的18.22亿美元到2021年预","text":"对比WeWork:基本面逆势增长+估值被低估，优客工场升值空间几何？2021年10月21日晚间，WeWork以 SPAC（特殊目的收购公司）方式登陆纽交所，股票代码为 \"WE\"，募集资金13亿美元。在经过17轮 的融资，长达3年的上市历程，众创空间鼻祖WeWork最终上市成功。早在2019年，WeWork就希冀成为“共享办公第一股”，最终失之交臂。取而代之的是国内共享办公领跑企业优客工场。与WeWork饱受全球经济增长疲软的拖累、采取重资产经营模式导致持续亏损不同；优客工场的基本面持续向好，公司“轻资产+ Saas+企业服务”战略初具成效，但同时公司市值被严重低估。优客工场作为中国共享办公龙头企业，在轻资产运营、数字化升级、大企业定制等领域具备较强竞争力，建议持续关注。从公司估值层面上看：基本面逆势增长+估值被低估，优客工场升值空间几何？从目前来看，在共享办公领域的上市公司中，优客工场、WeWork、IWG三家各有自己的优势和特点，是该领域内值得关注的三家头部公司。WeWork来自美国，作为众创空间鼻祖是深受软银等基金追捧，是共享办公领域当之无愧的独角兽企业；优客工场作为中国该领域的龙头企业，更是抢在WeWork之前完成上市发行，被誉为美股市场上的“共享办公第一股”；IWG作为经营30多年的“老牌”企业，在办公空间领域享有国际声誉。从营业收入来看，虽然优客工场的体量比WeWork和IWG两大世界级巨头小，但其增长的速度远远高于二者。从2018年的0.7亿美元到2021年的预计2.11亿美元，三年之间，优客工场的营收增长超过200%。IWG的营收收入在这三年间不升反降。根据Capital IQ的预估，2021年IWG的营收收入（30.07亿美金），低于2018年的33.16亿美元；历尽波折最终上市的WeWork的营收预期则相对稳健。从2018年的18.22亿美元到2021年预","images":[{"img":"https://static.tigerbbs.com/47d2c6a563420fe5df7b6be01b18c736","width":"648","height":"237"},{"img":"https://static.tigerbbs.com/38d1d1122acd11a2174606878ac68810","width":"566","height":"397"},{"img":"https://static.tigerbbs.com/5f65d256e4855dda990b337cf0313812","width":"629","height":"435"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841775465","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":839184182,"gmtCreate":1629126989146,"gmtModify":1629126989146,"author":{"id":"4091865788404110","authorId":"4091865788404110","name":"四处漂泊x","avatar":"https://static.tigerbbs.com/1cca5b35537b5e15c033d0e51ed193ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091865788404110","authorIdStr":"4091865788404110"},"themes":[],"htmlText":"财报数据好，股价还不快支棱下...","listText":"财报数据好，股价还不快支棱下...","text":"财报数据好，股价还不快支棱下...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839184182","repostId":"895793138","repostType":1,"repost":{"id":895793138,"gmtCreate":1628771435124,"gmtModify":1628779914764,"author":{"id":"3456099603258243","authorId":"3456099603258243","name":"阿浦美股","avatar":"https://static.tigerbbs.com/510158cacb317df74e4b574d9bfe7f4a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456099603258243","authorIdStr":"3456099603258243"},"themes":[],"title":"优客工场轻资产投资回报率(ROI)超15%，优秀资管能力推动快速布局","htmlText":"2021年6月，CBRE完成了《优客工场<a target=\"_blank\" href=\"https://laohu8.com/S/UK\">$优客工场(UK)$</a>&nbsp;租金评估及联合发布顾问服务报告》，报告显示，运营进入相对成熟期（6个月或以上）的优客工场轻资产管理项目为业主带来的平均投资回报率(ROI)达到15%以上。CBRE抽样项目覆盖了优客工场布局的一线、新一线、二线城市中的9个城市。<a target=\"_blank\" href=\"https://laohu8.com/S/UK\">$优客工场(UK)$</a>&nbsp;优客工场（Ucommune）自2015年成立以来发展迅速，截止2021年6月30日，优客工场在87个城市共有282已签约场地，分布于一线城市102个，新一线城市62个，二线及二线以下城市合计112个，管理面积约为70万平方米，为116万会员提供服务。平均投资回报率(ROI)超过15%根据CBRE的调查数据，优客工场在一线及新一线城市的项目平均投资回报率(ROI)为15.4%，二线城市项目的平均投资回报率(ROI)为16%。整体来看，优客工场轻资产模式为业主带来的平均投资回报率(ROI)为15.7%。这意味着，除某些特殊需求的空间，绝大多数与优客工场合作的业主方，在支付所有成本后，可以获得良好的差额收益及投资回报率(ROI)。随着地产行业逐步进入存量市场，单边依赖资产增值获取高收益的模式不再具有优势，以精细化运营和全方位服务为核心的“轻资产模式”成为了资产增值、提高收益的有效途径。优客工场自2020年开始了“轻资产、重赋能”的战略转型，且发展迅速。财报显示，优客工场2021年二季度轻资产收入1520万，同比增长292.1%；轻资产毛利460万，同比增长228.6%。依靠全流程服务上下游的产品线和连锁经营的能力，轻资产模式让优客工场的项目拥有","listText":"2021年6月，CBRE完成了《优客工场<a target=\"_blank\" href=\"https://laohu8.com/S/UK\">$优客工场(UK)$</a>&nbsp;租金评估及联合发布顾问服务报告》，报告显示，运营进入相对成熟期（6个月或以上）的优客工场轻资产管理项目为业主带来的平均投资回报率(ROI)达到15%以上。CBRE抽样项目覆盖了优客工场布局的一线、新一线、二线城市中的9个城市。<a target=\"_blank\" href=\"https://laohu8.com/S/UK\">$优客工场(UK)$</a>&nbsp;优客工场（Ucommune）自2015年成立以来发展迅速，截止2021年6月30日，优客工场在87个城市共有282已签约场地，分布于一线城市102个，新一线城市62个，二线及二线以下城市合计112个，管理面积约为70万平方米，为116万会员提供服务。平均投资回报率(ROI)超过15%根据CBRE的调查数据，优客工场在一线及新一线城市的项目平均投资回报率(ROI)为15.4%，二线城市项目的平均投资回报率(ROI)为16%。整体来看，优客工场轻资产模式为业主带来的平均投资回报率(ROI)为15.7%。这意味着，除某些特殊需求的空间，绝大多数与优客工场合作的业主方，在支付所有成本后，可以获得良好的差额收益及投资回报率(ROI)。随着地产行业逐步进入存量市场，单边依赖资产增值获取高收益的模式不再具有优势，以精细化运营和全方位服务为核心的“轻资产模式”成为了资产增值、提高收益的有效途径。优客工场自2020年开始了“轻资产、重赋能”的战略转型，且发展迅速。财报显示，优客工场2021年二季度轻资产收入1520万，同比增长292.1%；轻资产毛利460万，同比增长228.6%。依靠全流程服务上下游的产品线和连锁经营的能力，轻资产模式让优客工场的项目拥有","text":"2021年6月，CBRE完成了《优客工场$优客工场(UK)$ 租金评估及联合发布顾问服务报告》，报告显示，运营进入相对成熟期（6个月或以上）的优客工场轻资产管理项目为业主带来的平均投资回报率(ROI)达到15%以上。CBRE抽样项目覆盖了优客工场布局的一线、新一线、二线城市中的9个城市。$优客工场(UK)$ 优客工场（Ucommune）自2015年成立以来发展迅速，截止2021年6月30日，优客工场在87个城市共有282已签约场地，分布于一线城市102个，新一线城市62个，二线及二线以下城市合计112个，管理面积约为70万平方米，为116万会员提供服务。平均投资回报率(ROI)超过15%根据CBRE的调查数据，优客工场在一线及新一线城市的项目平均投资回报率(ROI)为15.4%，二线城市项目的平均投资回报率(ROI)为16%。整体来看，优客工场轻资产模式为业主带来的平均投资回报率(ROI)为15.7%。这意味着，除某些特殊需求的空间，绝大多数与优客工场合作的业主方，在支付所有成本后，可以获得良好的差额收益及投资回报率(ROI)。随着地产行业逐步进入存量市场，单边依赖资产增值获取高收益的模式不再具有优势，以精细化运营和全方位服务为核心的“轻资产模式”成为了资产增值、提高收益的有效途径。优客工场自2020年开始了“轻资产、重赋能”的战略转型，且发展迅速。财报显示，优客工场2021年二季度轻资产收入1520万，同比增长292.1%；轻资产毛利460万，同比增长228.6%。依靠全流程服务上下游的产品线和连锁经营的能力，轻资产模式让优客工场的项目拥有","images":[{"img":"https://static.tigerbbs.com/bd06689b4458a3cc34273f2a5bd7a8a8","width":"688","height":"389"},{"img":"https://static.tigerbbs.com/f947325fdc5a42ec679351d229a926b1","width":"688","height":"386"},{"img":"https://static.tigerbbs.com/94d6b5fedcdb7b1c3588854974acd1ee","width":"688","height":"386"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895793138","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4044,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":894709155,"gmtCreate":1628853019777,"gmtModify":1628857126925,"author":{"id":"4091865788404110","authorId":"4091865788404110","name":"四处漂泊x","avatar":"https://static.tigerbbs.com/1cca5b35537b5e15c033d0e51ed193ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091865788404110","authorIdStr":"4091865788404110"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UK\">$优客工场(UK)$</a>财报数据大大利好啊！","listText":"<a href=\"https://laohu8.com/S/UK\">$优客工场(UK)$</a>财报数据大大利好啊！","text":"$优客工场(UK)$财报数据大大利好啊！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894709155","isVote":1,"tweetType":1,"viewCount":2957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}