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消费降级
08-05
$爱回收(RERE)$
按照这几天得涨势股价在八月份突破四块问题不大
消费降级
08-05
$特斯拉(TSLA)$
据悉,7月,特斯拉在英国的新车销量同比大幅下滑近60%,仅售出987辆。当月英国整体新车注册量下降约5%,至140154辆
消费降级
08-05
$上证指数(000001.SH)$
德福科技(301511.SZ)公告称,公司股东富诚海富资管-中信银行-富诚海富通德福科技员工参与创业板战略配售集合资产管理计划已完成减持计划,于8月4日减持4,027,999股,占公司总股本的0.64%。
消费降级
08-05
$腾讯控股(00700)$
南都N视频记者了解获悉,腾讯近期启动了活水专项,即日起活水至混元大模型、元宝、微信电商、微信大模型四个部门,不再需要“满1年才能转岗”的要求,在岗3个月即可申请。
消费降级
06-20
$爱回收(RERE)$
开始大幅度的突破,散户基本都洗出去,现在是主力拉升的阶段
消费降级
06-20
$特斯拉(TSLA)$
亚马逊(AMZN)有望成为机器人和人工智能领域最具竞争力的企业之一。由于其股价波动性较低,该股可能成为比特斯拉(TSLA)更具吸引力的替代投资选择。
消费降级
06-20
$比亚迪(002594)$
6月16日, 比亚迪 与特来电 新能源 股份有限公司正式签署战略合作协议,双方将依托各自优势开启“兆瓦闪充”战略合作,聚焦充电网络生态协同与服务升级、物流快充等多元化业务。
消费降级
06-20
$小米集团-W(01810)$
6月19日,北京经济技术开发区开发建设局公布了一则土地转让结果公告,亦庄新城YZ00-0606街区0110地块工业项目以约6.35亿元成交,竞得方为小米景曦科技有限公司,后者由小米智能技术有限公司100%持股。业界猜测,新地或将被小米用于建设汽车三期工厂项目。
消费降级
2024-08-15
$万物新生(RERE)$
开盘就直线冲高成交量也起来了,今晚股价要彻底起飞
消费降级
2023-06-13
这篇文章不错,转发给大家看看
@读财报话新股:七个月涨220%,高弹性冷门标的第二弹!
消费降级
2023-06-13
这篇文章不错,转发给大家看看
@价值投资为王:港股为什么不行?
消费降级
2023-03-29
这篇文章不错,转发给大家看看
抱歉,原内容已删除
消费降级
2023-03-29
这篇文章不错,转发给大家看看
@话题虎:市场动荡,存款转移!谁才是避险资产首选?你上车了吗?
消费降级
2023-03-29
这篇文章不错,转发给大家看看
@美股解毒师:瑜伽女王的超预期业绩来自哪里?
消费降级
2023-03-29
这篇文章不错,转发给大家看看
@新能源Bot:成本管理超越特斯拉,比亚迪交了一份满分答卷
消费降级
2023-03-15
$比亚迪(002594)$
继续跌
消费降级
2023-03-15
$特斯拉(TSLA)$
继续大升
消费降级
2023-03-15
这篇文章不错,转发给大家看看
@余老师聊股市:大方向不变,短期谨慎(3-14) 参加社区活动,大家多评论点赞转发哈。 $NQ100指数主连 2303(NQmain)$ $特斯拉(TSLA)$ $英伟达(NVDA)$ $纳斯达克(.IXIC)$
消费降级
2023-03-15
这篇文章不错,转发给大家看看
@Buy_Sell:🔥【3月15日】纳指大涨超2%,地区银行股暴涨熔断!今天买点啥
消费降级
2023-03-13
这篇文章不错,转发给大家看看
@阳光财经: 美股分析:银行如果接连倒闭,那我们可以休矣。
去老虎APP查看更多动态
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德福科技(301511.SZ)公告称,公司股东富诚海富资管-中信银行-富诚海富通德福科技员工参与创业板战略配售集合资产管理计划已完成减持计划,于8月4日减持4,027,999股,占公司总股本的0.64%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464394822787520","isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464394350735424,"gmtCreate":1754402457658,"gmtModify":1754403584982,"author":{"id":"4136432568878040","authorId":"4136432568878040","name":"消费降级","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136432568878040","authorIdStr":"4136432568878040"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a> 南都N视频记者了解获悉,腾讯近期启动了活水专项,即日起活水至混元大模型、元宝、微信电商、微信大模型四个部门,不再需要“满1年才能转岗”的要求,在岗3个月即可申请。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a> 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开始大幅度的突破,散户基本都洗出去,现在是主力拉升的阶段","text":"$爱回收(RERE)$ 开始大幅度的突破,散户基本都洗出去,现在是主力拉升的阶段","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/448123992715888","isVote":1,"tweetType":1,"viewCount":930,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"content":"看明白啦[财迷][财迷]","text":"看明白啦[财迷][财迷]","html":"看明白啦[财迷][财迷]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":448125894898344,"gmtCreate":1750431985026,"gmtModify":1750431986139,"author":{"id":"4136432568878040","authorId":"4136432568878040","name":"消费降级","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136432568878040","authorIdStr":"4136432568878040"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 亚马逊(AMZN)有望成为机器人和人工智能领域最具竞争力的企业之一。由于其股价波动性较低,该股可能成为比特斯拉(TSLA)更具吸引力的替代投资选择。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 亚马逊(AMZN)有望成为机器人和人工智能领域最具竞争力的企业之一。由于其股价波动性较低,该股可能成为比特斯拉(TSLA)更具吸引力的替代投资选择。","text":"$特斯拉(TSLA)$ 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股份有限公司正式签署战略合作协议,双方将依托各自优势开启“兆瓦闪充”战略合作,聚焦充电网络生态协同与服务升级、物流快充等多元化业务。","text":"$比亚迪(002594)$ 6月16日, 比亚迪 与特来电 新能源 股份有限公司正式签署战略合作协议,双方将依托各自优势开启“兆瓦闪充”战略合作,聚焦充电网络生态协同与服务升级、物流快充等多元化业务。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/448125822337760","isVote":1,"tweetType":1,"viewCount":815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":448122681790800,"gmtCreate":1750431949074,"gmtModify":1750431950480,"author":{"id":"4136432568878040","authorId":"4136432568878040","name":"消费降级","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136432568878040","authorIdStr":"4136432568878040"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 6月19日,北京经济技术开发区开发建设局公布了一则土地转让结果公告,亦庄新城YZ00-0606街区0110地块工业项目以约6.35亿元成交,竞得方为小米景曦科技有限公司,后者由小米智能技术有限公司100%持股。业界猜测,新地或将被小米用于建设汽车三期工厂项目。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 6月19日,北京经济技术开发区开发建设局公布了一则土地转让结果公告,亦庄新城YZ00-0606街区0110地块工业项目以约6.35亿元成交,竞得方为小米景曦科技有限公司,后者由小米智能技术有限公司100%持股。业界猜测,新地或将被小米用于建设汽车三期工厂项目。","text":"$小米集团-W(01810)$ 6月19日,北京经济技术开发区开发建设局公布了一则土地转让结果公告,亦庄新城YZ00-0606街区0110地块工业项目以约6.35亿元成交,竞得方为小米景曦科技有限公司,后者由小米智能技术有限公司100%持股。业界猜测,新地或将被小米用于建设汽车三期工厂项目。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/448122681790800","isVote":1,"tweetType":1,"viewCount":1121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338847809712352,"gmtCreate":1723730831434,"gmtModify":1723730832941,"author":{"id":"4136432568878040","authorId":"4136432568878040","name":"消费降级","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136432568878040","authorIdStr":"4136432568878040"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$ </a> 开盘就直线冲高成交量也起来了,今晚股价要彻底起飞","listText":"<a href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$ </a> 开盘就直线冲高成交量也起来了,今晚股价要彻底起飞","text":"$万物新生(RERE)$ 开盘就直线冲高成交量也起来了,今晚股价要彻底起飞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/338847809712352","isVote":1,"tweetType":1,"viewCount":1711,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4119142612662340","authorId":"4119142612662340","name":"经典富士山下","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4119142612662340","authorIdStr":"4119142612662340"},"content":"放上量了就太好了,这会股价涨得正酣呢,没准一猛子就到三块","text":"放上量了就太好了,这会股价涨得正酣呢,没准一猛子就到三块","html":"放上量了就太好了,这会股价涨得正酣呢,没准一猛子就到三块"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186913074413632,"gmtCreate":1686656876049,"gmtModify":1686656880093,"author":{"id":"4136432568878040","authorId":"4136432568878040","name":"消费降级","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136432568878040","authorIdStr":"4136432568878040"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186913074413632","repostId":"186873600684168","repostType":1,"repost":{"id":186873600684168,"gmtCreate":1686647256468,"gmtModify":1703609913628,"author":{"id":"4105541084439510","authorId":"4105541084439510","name":"读财报话新股","avatar":"https://static.tigerbbs.com/6288ae01d78c6eed1f7285bd84ab1c86","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105541084439510","authorIdStr":"4105541084439510"},"themes":[],"title":"七个月涨220%,高弹性冷门标的第二弹!","htmlText":"上周写了一家7个月翻了接近一倍多的互联网小厂挚文集团(原陌陌),这个系列比较受欢迎,留言区里有叫我写多几家此系列的公司,看来蛮多人都喜欢弹性高的标的啊,不过这里我要多说一句,从后视镜的角度来看,高弹性标的当初必定伴随着高不确定性,当初股价被压得那么低不是没有道理的,因此此类标的适合风格比较激进的伙伴,同时仓位不宜太大那么今天就来继续分析一家弹性更高的标的途牛,刚好上周五晚发布了一季报,一起结合分析下!一、公司全貌概览1、公司简介:疫情前的在线旅游度假龙头途牛旅游是中国领先的在线旅游公司,成立于2006年10月,总部位于南京,在北京、上海、天津、香港等地设有分行。途牛的使命是简化旅游业,聚焦在线旅游增长率最高的细分市场(疫情前五年复合年增长率高达46%)-在线度假市场。公司的主要业务包括跟团游、自助游和个人旅游产品,个人旅游产品包括机票、酒店、门票、签证和目的地服务,其中跟团游是公司的主要业务发展,疫情前是国内在线度假市场的龙头,连续多年市场份额排在首位!到目前为止,途牛提供了超过200万种旅游产品,覆盖420个目的地城市,拥有16500个优质合作伙伴。在产品丰富性和价格方面具有较强的竞争力,积累了良好的口碑和较高的流量。途牛的产品线涵盖了游前、游中、游后的全流程系统。为许多国内外目的地开发服务,如马代、欧洲、日本和韩国以及中东和非洲。率先开设自己的地接社,深度对接当地旅游资源,降低上游供应商成本。途牛在出境度假产品方面处于行业领先地位,推出“牛人专线”等自营精品线路,以最小的SKU带动极高的客户消费2、业务概览:疫情前打包游为核心业务,尤其是出境游按照收入划分,途牛的业务占比由大到小分别为打包游和其他收入,其中,在疫情前,打包游占比高达82.7%,是公司的核心业务,而打包游中的出境游又是核心中的核心,历年占总收入为70%左右!3、股东回报分析:长期表现不好,当股价低到一定的","listText":"上周写了一家7个月翻了接近一倍多的互联网小厂挚文集团(原陌陌),这个系列比较受欢迎,留言区里有叫我写多几家此系列的公司,看来蛮多人都喜欢弹性高的标的啊,不过这里我要多说一句,从后视镜的角度来看,高弹性标的当初必定伴随着高不确定性,当初股价被压得那么低不是没有道理的,因此此类标的适合风格比较激进的伙伴,同时仓位不宜太大那么今天就来继续分析一家弹性更高的标的途牛,刚好上周五晚发布了一季报,一起结合分析下!一、公司全貌概览1、公司简介:疫情前的在线旅游度假龙头途牛旅游是中国领先的在线旅游公司,成立于2006年10月,总部位于南京,在北京、上海、天津、香港等地设有分行。途牛的使命是简化旅游业,聚焦在线旅游增长率最高的细分市场(疫情前五年复合年增长率高达46%)-在线度假市场。公司的主要业务包括跟团游、自助游和个人旅游产品,个人旅游产品包括机票、酒店、门票、签证和目的地服务,其中跟团游是公司的主要业务发展,疫情前是国内在线度假市场的龙头,连续多年市场份额排在首位!到目前为止,途牛提供了超过200万种旅游产品,覆盖420个目的地城市,拥有16500个优质合作伙伴。在产品丰富性和价格方面具有较强的竞争力,积累了良好的口碑和较高的流量。途牛的产品线涵盖了游前、游中、游后的全流程系统。为许多国内外目的地开发服务,如马代、欧洲、日本和韩国以及中东和非洲。率先开设自己的地接社,深度对接当地旅游资源,降低上游供应商成本。途牛在出境度假产品方面处于行业领先地位,推出“牛人专线”等自营精品线路,以最小的SKU带动极高的客户消费2、业务概览:疫情前打包游为核心业务,尤其是出境游按照收入划分,途牛的业务占比由大到小分别为打包游和其他收入,其中,在疫情前,打包游占比高达82.7%,是公司的核心业务,而打包游中的出境游又是核心中的核心,历年占总收入为70%左右!3、股东回报分析:长期表现不好,当股价低到一定的","text":"上周写了一家7个月翻了接近一倍多的互联网小厂挚文集团(原陌陌),这个系列比较受欢迎,留言区里有叫我写多几家此系列的公司,看来蛮多人都喜欢弹性高的标的啊,不过这里我要多说一句,从后视镜的角度来看,高弹性标的当初必定伴随着高不确定性,当初股价被压得那么低不是没有道理的,因此此类标的适合风格比较激进的伙伴,同时仓位不宜太大那么今天就来继续分析一家弹性更高的标的途牛,刚好上周五晚发布了一季报,一起结合分析下!一、公司全貌概览1、公司简介:疫情前的在线旅游度假龙头途牛旅游是中国领先的在线旅游公司,成立于2006年10月,总部位于南京,在北京、上海、天津、香港等地设有分行。途牛的使命是简化旅游业,聚焦在线旅游增长率最高的细分市场(疫情前五年复合年增长率高达46%)-在线度假市场。公司的主要业务包括跟团游、自助游和个人旅游产品,个人旅游产品包括机票、酒店、门票、签证和目的地服务,其中跟团游是公司的主要业务发展,疫情前是国内在线度假市场的龙头,连续多年市场份额排在首位!到目前为止,途牛提供了超过200万种旅游产品,覆盖420个目的地城市,拥有16500个优质合作伙伴。在产品丰富性和价格方面具有较强的竞争力,积累了良好的口碑和较高的流量。途牛的产品线涵盖了游前、游中、游后的全流程系统。为许多国内外目的地开发服务,如马代、欧洲、日本和韩国以及中东和非洲。率先开设自己的地接社,深度对接当地旅游资源,降低上游供应商成本。途牛在出境度假产品方面处于行业领先地位,推出“牛人专线”等自营精品线路,以最小的SKU带动极高的客户消费2、业务概览:疫情前打包游为核心业务,尤其是出境游按照收入划分,途牛的业务占比由大到小分别为打包游和其他收入,其中,在疫情前,打包游占比高达82.7%,是公司的核心业务,而打包游中的出境游又是核心中的核心,历年占总收入为70%左右!3、股东回报分析:长期表现不好,当股价低到一定的","images":[{"img":"https://static.tigerbbs.com/f6b99e41badd46b7b48b9a93efe28842"},{"img":"https://static.tigerbbs.com/8066b6fc2d354b9cb21f35df9b4a256f"},{"img":"https://static.tigerbbs.com/6a413f30f0b244279edb3e78e75d11bb"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186873600684168","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186913032069192,"gmtCreate":1686656868916,"gmtModify":1686656872059,"author":{"id":"4136432568878040","authorId":"4136432568878040","name":"消费降级","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0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天差地别之下,不得不深思,为什么港股不行?难道就因为地理位置?抑或港交所疯狂IPO,不顾投资者死活? 其实都不是,核心原因应该是上市公司羸弱。 比如目前已上市的港股有2613家,总市值57亿港币,前30家大公司,合计市值27.7万亿港币,约占总市值的一半。 这30家公司中,大金融公司有13家,尤其是银行股占比极大,下图是市值前30的企业名单: 像腾讯、阿里这样有竞争力的民企,只有8家,除腾讯阿里外,其他几家的市值远不及几家银行股。 银行股在全球资本市场都存在估值偏低、股价走势不理想的情况,比如今年美股银行股倒闭风潮,其杠杆经营的脆弱性,决定了市盈率只有个位数且长期走势不佳。 一个依靠银行股的股市,怎么能和以互联网和科技股为主的市场呢? 比如美股,已上市公司有6241家,总市值57.7万亿美元,前30家公司总市值19万亿美元,占总市值的比重为33%。 前30家公司中,基本全是民企,且多拥有垄断地位,比如苹果的手机系统、谷歌的搜索和youtube、微软的Windows系统、英伟达的GPU、特斯拉的汽车和机器人、巴菲特的伯克希尔、脸书的Facebook、光刻机巨头阿斯麦… 这些企业不仅拥有核心竞争力,且能赚全人类的钱,它们不断走牛,带动美股上涨,且随着大者恒大、强者恒强的演变,实际上纳指已经被巨头掌控,只要苹果这些大企业能够上涨,纳指就没有极限! 再如日经225指数,其点位创33年以来新高,牛的不行,羡煞中国股民。 这225支股票,总市值4.1万亿美元,前十大公司合计1万亿,占指数的比重约25%,这10支个股中,只有一个是金融股: 同样,英国已上市公司2750家,总市值3.2万亿英镑,其中,前10大公司总市值接近1万亿,占全部公司","listText":"2023年以来,港股走势不佳,股民深受折磨,但海外市场,美股、英股、日本却都走出了牛市行情,两相对比之下,港股投资者的悲伤又加深了一层。 天差地别之下,不得不深思,为什么港股不行?难道就因为地理位置?抑或港交所疯狂IPO,不顾投资者死活? 其实都不是,核心原因应该是上市公司羸弱。 比如目前已上市的港股有2613家,总市值57亿港币,前30家大公司,合计市值27.7万亿港币,约占总市值的一半。 这30家公司中,大金融公司有13家,尤其是银行股占比极大,下图是市值前30的企业名单: 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比如美股,已上市公司有6241家,总市值57.7万亿美元,前30家公司总市值19万亿美元,占总市值的比重为33%。 前30家公司中,基本全是民企,且多拥有垄断地位,比如苹果的手机系统、谷歌的搜索和youtube、微软的Windows系统、英伟达的GPU、特斯拉的汽车和机器人、巴菲特的伯克希尔、脸书的Facebook、光刻机巨头阿斯麦… 这些企业不仅拥有核心竞争力,且能赚全人类的钱,它们不断走牛,带动美股上涨,且随着大者恒大、强者恒强的演变,实际上纳指已经被巨头掌控,只要苹果这些大企业能够上涨,纳指就没有极限! 再如日经225指数,其点位创33年以来新高,牛的不行,羡煞中国股民。 这225支股票,总市值4.1万亿美元,前十大公司合计1万亿,占指数的比重约25%,这10支个股中,只有一个是金融股: 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<a href=\"https://www.itigerup.com/activity/market/2022/cash-plus/\" target=\"_blank\">美元货币市场资产</a>,7日年化收益达到4.75%(截至3月29日),点击这里了解更多→","listText":"随着硅谷银行关门,瑞信被收购持续发酵,引发了美国区域性银行的大量资金外流。有业内分析认为:银行业的危机,或将不会造成系统性金融危机,但不可否认的是,市场依旧在动荡中,显然还没有结束。买股票怕亏钱,但没想到钱放在银行里也不保险。有没有一种投资产品,既能保证安全性,风险低,又能有比银行传统存款更高的回报率呢?美元货币市场基金了解下~因其通常持有例如短期美国政府债券等低风险资产,相较于震荡的股票市场,货币市场基金被许多投资者认为是最安全,且风险最低的投资方式;又因它能为投资者提供相对稳定的收益率,相较于持有股票的权益类基金,收益更能得到保证,且比钱存进银行里吃利息的回报更高。随着美联储加息周期逐渐延长,货币市场基金的收益率也逐渐走高,把钱放在流动性更好的货币基金市场,成了许多投资者的共同选择。吓的我都不敢描述了,来不及解释了,快上车...数据显示:自从去年3月美联储自2018年以来首次加息后,就开始不断有资金流入货币基金市场;硅谷银行倒闭后的一周内,货币市场基金当周流入了1293亿美元;截至到上周日,3月已有超过2860亿美元资金流入货币市场基金,流入规模创疫情初期以来最大高盛报告中预测,美国个人投资者今年可以出售多达1.1万亿美元的股票,转而将这些钱投入货币市场资产。说到这里,老虎钱袋子就可以申购 <a href=\"https://www.itigerup.com/activity/market/2022/cash-plus/\" target=\"_blank\">美元货币市场资产</a>,7日年化收益达到4.75%(截至3月29日),点击这里了解更多→","text":"随着硅谷银行关门,瑞信被收购持续发酵,引发了美国区域性银行的大量资金外流。有业内分析认为:银行业的危机,或将不会造成系统性金融危机,但不可否认的是,市场依旧在动荡中,显然还没有结束。买股票怕亏钱,但没想到钱放在银行里也不保险。有没有一种投资产品,既能保证安全性,风险低,又能有比银行传统存款更高的回报率呢?美元货币市场基金了解下~因其通常持有例如短期美国政府债券等低风险资产,相较于震荡的股票市场,货币市场基金被许多投资者认为是最安全,且风险最低的投资方式;又因它能为投资者提供相对稳定的收益率,相较于持有股票的权益类基金,收益更能得到保证,且比钱存进银行里吃利息的回报更高。随着美联储加息周期逐渐延长,货币市场基金的收益率也逐渐走高,把钱放在流动性更好的货币基金市场,成了许多投资者的共同选择。吓的我都不敢描述了,来不及解释了,快上车...数据显示:自从去年3月美联储自2018年以来首次加息后,就开始不断有资金流入货币基金市场;硅谷银行倒闭后的一周内,货币市场基金当周流入了1293亿美元;截至到上周日,3月已有超过2860亿美元资金流入货币市场基金,流入规模创疫情初期以来最大高盛报告中预测,美国个人投资者今年可以出售多达1.1万亿美元的股票,转而将这些钱投入货币市场资产。说到这里,老虎钱袋子就可以申购 美元货币市场资产,7日年化收益达到4.75%(截至3月29日),点击这里了解更多→","images":[{"img":"https://static.tigerbbs.com/b1bc7b5fd57d48a38d2719b5d1e12730","width":"600","height":"347"},{"img":"https://static.tigerbbs.com/b2e0c555bf3f5f5a7e6fe5f7ad3dc234","width":"650","height":"599"},{"img":"https://static.tigerbbs.com/2a8031e0dd67c99fbf295893811b24fb","width":"250","height":"250"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659292913","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659236386,"gmtCreate":1680072139145,"gmtModify":1680072140815,"author":{"id":"4136432568878040","authorId":"4136432568878040","name":"消费降级","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136432568878040","authorIdStr":"4136432568878040"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659236386","repostId":"659207060","repostType":1,"repost":{"id":659207060,"gmtCreate":1680063453150,"gmtModify":1680063487703,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440721572920950","authorIdStr":"3440721572920950"},"themes":[],"title":"瑜伽女王的超预期业绩来自哪里?","htmlText":"3月28日盘后,瑜伽运动服饰品牌 <a href=\"https://laohu8.com/S/LULU\">$lululemon athletica(LULU)$</a> 公布了截止至2023年1月29日的22财年Q4业绩,由于Q3财报公司主动调低了Q4的业绩,也造成了二级市场股价大跌超12%,然而Q4业绩再次超过了市场预期,也说明公司此前的调低预期有些保守。因此,公司也主动调高了下个季度的指引,也让市场重新增强对其业绩期望,股价重新回到Q3下跌之上。业绩概览整体收入27.7亿美元,同比增长30%,超出市场预期共识的27.0亿美元。按固定汇率计算同比增长33%。同店可比销售同比增长27%,以固定汇率计算增长30%,高于市场普遍预期的22.7%。其中店面的同店销售同比增长15%,DTC业务净收入增长37%。毛利率下降300个基点至55.1%,差于预期的57.1%,调整后毛利率同比下降70个基点至57.4%。利润方面,息税前利润7.85亿美元,同比增长,高于市场预期的7.58亿美元。同时,库存达到9.67亿美元,同比激增50%,不过小于市场预期的15.1亿美元。业绩简评在2022年(大部分)这样的动态运营环境中,Lululemon作为中高端运动服饰品牌,业绩还能超越年度收入目标,也证明了lululemon品牌的持久影响力。整体的同店销售增长是高于市场预期的,不过更多的是来自线上(DTC)业务的发力,同比增长了30%(固定汇率),同时DTC的占比已经达到52%,超过一半。一方面说明消费者对品牌的认可度和忠实度增长,另外一方面也说明自大流行以来的用户消费习惯可能永久性地发生改变。必须一提的是,中国区的业务本季度增长了30%,虽然低于过去三年50%的CAGR,但是在11-12月份COVID-19影响下还能取得这样的成绩的确是高于预期的。毕竟,此前公布财报的Nike,业绩截止2月28日","listText":"3月28日盘后,瑜伽运动服饰品牌 <a href=\"https://laohu8.com/S/LULU\">$lululemon athletica(LULU)$</a> 公布了截止至2023年1月29日的22财年Q4业绩,由于Q3财报公司主动调低了Q4的业绩,也造成了二级市场股价大跌超12%,然而Q4业绩再次超过了市场预期,也说明公司此前的调低预期有些保守。因此,公司也主动调高了下个季度的指引,也让市场重新增强对其业绩期望,股价重新回到Q3下跌之上。业绩概览整体收入27.7亿美元,同比增长30%,超出市场预期共识的27.0亿美元。按固定汇率计算同比增长33%。同店可比销售同比增长27%,以固定汇率计算增长30%,高于市场普遍预期的22.7%。其中店面的同店销售同比增长15%,DTC业务净收入增长37%。毛利率下降300个基点至55.1%,差于预期的57.1%,调整后毛利率同比下降70个基点至57.4%。利润方面,息税前利润7.85亿美元,同比增长,高于市场预期的7.58亿美元。同时,库存达到9.67亿美元,同比激增50%,不过小于市场预期的15.1亿美元。业绩简评在2022年(大部分)这样的动态运营环境中,Lululemon作为中高端运动服饰品牌,业绩还能超越年度收入目标,也证明了lululemon品牌的持久影响力。整体的同店销售增长是高于市场预期的,不过更多的是来自线上(DTC)业务的发力,同比增长了30%(固定汇率),同时DTC的占比已经达到52%,超过一半。一方面说明消费者对品牌的认可度和忠实度增长,另外一方面也说明自大流行以来的用户消费习惯可能永久性地发生改变。必须一提的是,中国区的业务本季度增长了30%,虽然低于过去三年50%的CAGR,但是在11-12月份COVID-19影响下还能取得这样的成绩的确是高于预期的。毕竟,此前公布财报的Nike,业绩截止2月28日","text":"3月28日盘后,瑜伽运动服饰品牌 $lululemon athletica(LULU)$ 公布了截止至2023年1月29日的22财年Q4业绩,由于Q3财报公司主动调低了Q4的业绩,也造成了二级市场股价大跌超12%,然而Q4业绩再次超过了市场预期,也说明公司此前的调低预期有些保守。因此,公司也主动调高了下个季度的指引,也让市场重新增强对其业绩期望,股价重新回到Q3下跌之上。业绩概览整体收入27.7亿美元,同比增长30%,超出市场预期共识的27.0亿美元。按固定汇率计算同比增长33%。同店可比销售同比增长27%,以固定汇率计算增长30%,高于市场普遍预期的22.7%。其中店面的同店销售同比增长15%,DTC业务净收入增长37%。毛利率下降300个基点至55.1%,差于预期的57.1%,调整后毛利率同比下降70个基点至57.4%。利润方面,息税前利润7.85亿美元,同比增长,高于市场预期的7.58亿美元。同时,库存达到9.67亿美元,同比激增50%,不过小于市场预期的15.1亿美元。业绩简评在2022年(大部分)这样的动态运营环境中,Lululemon作为中高端运动服饰品牌,业绩还能超越年度收入目标,也证明了lululemon品牌的持久影响力。整体的同店销售增长是高于市场预期的,不过更多的是来自线上(DTC)业务的发力,同比增长了30%(固定汇率),同时DTC的占比已经达到52%,超过一半。一方面说明消费者对品牌的认可度和忠实度增长,另外一方面也说明自大流行以来的用户消费习惯可能永久性地发生改变。必须一提的是,中国区的业务本季度增长了30%,虽然低于过去三年50%的CAGR,但是在11-12月份COVID-19影响下还能取得这样的成绩的确是高于预期的。毕竟,此前公布财报的Nike,业绩截止2月28日","images":[{"img":"https://static.tigerbbs.com/f2d2a88bb669f3ab6171c320e8f7f953","width":"750","height":"450"},{"img":"https://static.tigerbbs.com/f003eaf4ec75777959143516845fd6b9","width":"750","height":"450"},{"img":"https://static.tigerbbs.com/f2a81b1a0fdde42697c96bd2050e1b93","width":"596","height":"298"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659207060","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659236901,"gmtCreate":1680072127804,"gmtModify":1680072129269,"author":{"id":"4136432568878040","authorId":"4136432568878040","name":"消费降级","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136432568878040","authorIdStr":"4136432568878040"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659236901","repostId":"659295462","repostType":1,"repost":{"id":659295462,"gmtCreate":1680068602756,"gmtModify":1680068609234,"author":{"id":"3527667622617230","authorId":"3527667622617230","name":"新能源Bot","avatar":"https://static.tigerbbs.com/437ab63d03a72f13a501bf25060d5f5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667622617230","authorIdStr":"3527667622617230"},"themes":[],"title":"成本管理超越特斯拉,比亚迪交了一份满分答卷","htmlText":"<a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a> 2022全年营收4240.61亿元,增长96.2%;净利润166.22亿元,同比增长445.86%,净利润率3.75%,全面领先汽车行业整体水平。但是总资产4939亿,总负债3724亿,净资产1214亿,负债率上升到75%,快赶上房地产公司了。人才上比亚迪员工总人数约60万 ,研发人员近7万。硕士7827人,同比增长98%。博士生590人,同比翻了一倍。产品体系包括:面向大众的平价车 (BYD):王朝网、海洋网豪华品牌(腾势):主攻BBA市场个性化品牌(潮牌):主攻个性化、改装、玩车文化超豪华品牌(仰望):仰望U9/U9目标是2025年营收破万亿。依靠规模效益、品牌向上、财务成本下降等,主营盈利可以继续增加。第四季度的汽车毛利率22.8%(经销商体系),假设并入经销商体系的费用,比亚迪第四季度毛利率和特斯拉第四季度25.9%的毛利率(直营体系)不相上下,甚至表现更好。考虑到平均售价更低的因素,比亚迪整车成本管理显著的优于特斯拉。财务是最理性的考试题,这个答卷非常优秀!内容整合:微博@李想 @张哲学ZX","listText":"<a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a> 2022全年营收4240.61亿元,增长96.2%;净利润166.22亿元,同比增长445.86%,净利润率3.75%,全面领先汽车行业整体水平。但是总资产4939亿,总负债3724亿,净资产1214亿,负债率上升到75%,快赶上房地产公司了。人才上比亚迪员工总人数约60万 ,研发人员近7万。硕士7827人,同比增长98%。博士生590人,同比翻了一倍。产品体系包括:面向大众的平价车 (BYD):王朝网、海洋网豪华品牌(腾势):主攻BBA市场个性化品牌(潮牌):主攻个性化、改装、玩车文化超豪华品牌(仰望):仰望U9/U9目标是2025年营收破万亿。依靠规模效益、品牌向上、财务成本下降等,主营盈利可以继续增加。第四季度的汽车毛利率22.8%(经销商体系),假设并入经销商体系的费用,比亚迪第四季度毛利率和特斯拉第四季度25.9%的毛利率(直营体系)不相上下,甚至表现更好。考虑到平均售价更低的因素,比亚迪整车成本管理显著的优于特斯拉。财务是最理性的考试题,这个答卷非常优秀!内容整合:微博@李想 @张哲学ZX","text":"$比亚迪股份(01211)$ 2022全年营收4240.61亿元,增长96.2%;净利润166.22亿元,同比增长445.86%,净利润率3.75%,全面领先汽车行业整体水平。但是总资产4939亿,总负债3724亿,净资产1214亿,负债率上升到75%,快赶上房地产公司了。人才上比亚迪员工总人数约60万 ,研发人员近7万。硕士7827人,同比增长98%。博士生590人,同比翻了一倍。产品体系包括:面向大众的平价车 (BYD):王朝网、海洋网豪华品牌(腾势):主攻BBA市场个性化品牌(潮牌):主攻个性化、改装、玩车文化超豪华品牌(仰望):仰望U9/U9目标是2025年营收破万亿。依靠规模效益、品牌向上、财务成本下降等,主营盈利可以继续增加。第四季度的汽车毛利率22.8%(经销商体系),假设并入经销商体系的费用,比亚迪第四季度毛利率和特斯拉第四季度25.9%的毛利率(直营体系)不相上下,甚至表现更好。考虑到平均售价更低的因素,比亚迪整车成本管理显著的优于特斯拉。财务是最理性的考试题,这个答卷非常优秀!内容整合:微博@李想 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按照这几天得涨势股价在八月份突破四块问题不大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464395083526320","isVote":1,"tweetType":1,"viewCount":641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464394874220992,"gmtCreate":1754402482884,"gmtModify":1754402484236,"author":{"id":"4136432568878040","authorId":"4136432568878040","name":"消费降级","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136432568878040","authorIdStr":"4136432568878040"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 据悉,7月,特斯拉在英国的新车销量同比大幅下滑近60%,仅售出987辆。当月英国整体新车注册量下降约5%,至140154辆","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 据悉,7月,特斯拉在英国的新车销量同比大幅下滑近60%,仅售出987辆。当月英国整体新车注册量下降约5%,至140154辆","text":"$特斯拉(TSLA)$ 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6月19日,北京经济技术开发区开发建设局公布了一则土地转让结果公告,亦庄新城YZ00-0606街区0110地块工业项目以约6.35亿元成交,竞得方为小米景曦科技有限公司,后者由小米智能技术有限公司100%持股。业界猜测,新地或将被小米用于建设汽车三期工厂项目。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 6月19日,北京经济技术开发区开发建设局公布了一则土地转让结果公告,亦庄新城YZ00-0606街区0110地块工业项目以约6.35亿元成交,竞得方为小米景曦科技有限公司,后者由小米智能技术有限公司100%持股。业界猜测,新地或将被小米用于建设汽车三期工厂项目。","text":"$小米集团-W(01810)$ 6月19日,北京经济技术开发区开发建设局公布了一则土地转让结果公告,亦庄新城YZ00-0606街区0110地块工业项目以约6.35亿元成交,竞得方为小米景曦科技有限公司,后者由小米智能技术有限公司100%持股。业界猜测,新地或将被小米用于建设汽车三期工厂项目。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/448122681790800","isVote":1,"tweetType":1,"viewCount":1121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650959824,"gmtCreate":1678857797969,"gmtModify":1678857800500,"author":{"id":"4136432568878040","authorId":"4136432568878040","name":"消费降级","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136432568878040","authorIdStr":"4136432568878040"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>继续大升","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>继续大升","text":"$特斯拉(TSLA)$ 继续大升","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650959824","isVote":1,"tweetType":1,"viewCount":2639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186913074413632,"gmtCreate":1686656876049,"gmtModify":1686656880093,"author":{"id":"4136432568878040","authorId":"4136432568878040","name":"消费降级","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136432568878040","authorIdStr":"4136432568878040"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186913074413632","repostId":"186873600684168","repostType":1,"repost":{"id":186873600684168,"gmtCreate":1686647256468,"gmtModify":1703609913628,"author":{"id":"4105541084439510","authorId":"4105541084439510","name":"读财报话新股","avatar":"https://static.tigerbbs.com/6288ae01d78c6eed1f7285bd84ab1c86","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105541084439510","authorIdStr":"4105541084439510"},"themes":[],"title":"七个月涨220%,高弹性冷门标的第二弹!","htmlText":"上周写了一家7个月翻了接近一倍多的互联网小厂挚文集团(原陌陌),这个系列比较受欢迎,留言区里有叫我写多几家此系列的公司,看来蛮多人都喜欢弹性高的标的啊,不过这里我要多说一句,从后视镜的角度来看,高弹性标的当初必定伴随着高不确定性,当初股价被压得那么低不是没有道理的,因此此类标的适合风格比较激进的伙伴,同时仓位不宜太大那么今天就来继续分析一家弹性更高的标的途牛,刚好上周五晚发布了一季报,一起结合分析下!一、公司全貌概览1、公司简介:疫情前的在线旅游度假龙头途牛旅游是中国领先的在线旅游公司,成立于2006年10月,总部位于南京,在北京、上海、天津、香港等地设有分行。途牛的使命是简化旅游业,聚焦在线旅游增长率最高的细分市场(疫情前五年复合年增长率高达46%)-在线度假市场。公司的主要业务包括跟团游、自助游和个人旅游产品,个人旅游产品包括机票、酒店、门票、签证和目的地服务,其中跟团游是公司的主要业务发展,疫情前是国内在线度假市场的龙头,连续多年市场份额排在首位!到目前为止,途牛提供了超过200万种旅游产品,覆盖420个目的地城市,拥有16500个优质合作伙伴。在产品丰富性和价格方面具有较强的竞争力,积累了良好的口碑和较高的流量。途牛的产品线涵盖了游前、游中、游后的全流程系统。为许多国内外目的地开发服务,如马代、欧洲、日本和韩国以及中东和非洲。率先开设自己的地接社,深度对接当地旅游资源,降低上游供应商成本。途牛在出境度假产品方面处于行业领先地位,推出“牛人专线”等自营精品线路,以最小的SKU带动极高的客户消费2、业务概览:疫情前打包游为核心业务,尤其是出境游按照收入划分,途牛的业务占比由大到小分别为打包游和其他收入,其中,在疫情前,打包游占比高达82.7%,是公司的核心业务,而打包游中的出境游又是核心中的核心,历年占总收入为70%左右!3、股东回报分析:长期表现不好,当股价低到一定的","listText":"上周写了一家7个月翻了接近一倍多的互联网小厂挚文集团(原陌陌),这个系列比较受欢迎,留言区里有叫我写多几家此系列的公司,看来蛮多人都喜欢弹性高的标的啊,不过这里我要多说一句,从后视镜的角度来看,高弹性标的当初必定伴随着高不确定性,当初股价被压得那么低不是没有道理的,因此此类标的适合风格比较激进的伙伴,同时仓位不宜太大那么今天就来继续分析一家弹性更高的标的途牛,刚好上周五晚发布了一季报,一起结合分析下!一、公司全貌概览1、公司简介:疫情前的在线旅游度假龙头途牛旅游是中国领先的在线旅游公司,成立于2006年10月,总部位于南京,在北京、上海、天津、香港等地设有分行。途牛的使命是简化旅游业,聚焦在线旅游增长率最高的细分市场(疫情前五年复合年增长率高达46%)-在线度假市场。公司的主要业务包括跟团游、自助游和个人旅游产品,个人旅游产品包括机票、酒店、门票、签证和目的地服务,其中跟团游是公司的主要业务发展,疫情前是国内在线度假市场的龙头,连续多年市场份额排在首位!到目前为止,途牛提供了超过200万种旅游产品,覆盖420个目的地城市,拥有16500个优质合作伙伴。在产品丰富性和价格方面具有较强的竞争力,积累了良好的口碑和较高的流量。途牛的产品线涵盖了游前、游中、游后的全流程系统。为许多国内外目的地开发服务,如马代、欧洲、日本和韩国以及中东和非洲。率先开设自己的地接社,深度对接当地旅游资源,降低上游供应商成本。途牛在出境度假产品方面处于行业领先地位,推出“牛人专线”等自营精品线路,以最小的SKU带动极高的客户消费2、业务概览:疫情前打包游为核心业务,尤其是出境游按照收入划分,途牛的业务占比由大到小分别为打包游和其他收入,其中,在疫情前,打包游占比高达82.7%,是公司的核心业务,而打包游中的出境游又是核心中的核心,历年占总收入为70%左右!3、股东回报分析:长期表现不好,当股价低到一定的","text":"上周写了一家7个月翻了接近一倍多的互联网小厂挚文集团(原陌陌),这个系列比较受欢迎,留言区里有叫我写多几家此系列的公司,看来蛮多人都喜欢弹性高的标的啊,不过这里我要多说一句,从后视镜的角度来看,高弹性标的当初必定伴随着高不确定性,当初股价被压得那么低不是没有道理的,因此此类标的适合风格比较激进的伙伴,同时仓位不宜太大那么今天就来继续分析一家弹性更高的标的途牛,刚好上周五晚发布了一季报,一起结合分析下!一、公司全貌概览1、公司简介:疫情前的在线旅游度假龙头途牛旅游是中国领先的在线旅游公司,成立于2006年10月,总部位于南京,在北京、上海、天津、香港等地设有分行。途牛的使命是简化旅游业,聚焦在线旅游增长率最高的细分市场(疫情前五年复合年增长率高达46%)-在线度假市场。公司的主要业务包括跟团游、自助游和个人旅游产品,个人旅游产品包括机票、酒店、门票、签证和目的地服务,其中跟团游是公司的主要业务发展,疫情前是国内在线度假市场的龙头,连续多年市场份额排在首位!到目前为止,途牛提供了超过200万种旅游产品,覆盖420个目的地城市,拥有16500个优质合作伙伴。在产品丰富性和价格方面具有较强的竞争力,积累了良好的口碑和较高的流量。途牛的产品线涵盖了游前、游中、游后的全流程系统。为许多国内外目的地开发服务,如马代、欧洲、日本和韩国以及中东和非洲。率先开设自己的地接社,深度对接当地旅游资源,降低上游供应商成本。途牛在出境度假产品方面处于行业领先地位,推出“牛人专线”等自营精品线路,以最小的SKU带动极高的客户消费2、业务概览:疫情前打包游为核心业务,尤其是出境游按照收入划分,途牛的业务占比由大到小分别为打包游和其他收入,其中,在疫情前,打包游占比高达82.7%,是公司的核心业务,而打包游中的出境游又是核心中的核心,历年占总收入为70%左右!3、股东回报分析:长期表现不好,当股价低到一定的","images":[{"img":"https://static.tigerbbs.com/f6b99e41badd46b7b48b9a93efe28842"},{"img":"https://static.tigerbbs.com/8066b6fc2d354b9cb21f35df9b4a256f"},{"img":"https://static.tigerbbs.com/6a413f30f0b244279edb3e78e75d11bb"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186873600684168","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186913032069192,"gmtCreate":1686656868916,"gmtModify":1686656872059,"author":{"id":"4136432568878040","authorId":"4136432568878040","name":"消费降级","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136432568878040","authorIdStr":"4136432568878040"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186913032069192","repostId":"186883107405872","repostType":1,"repost":{"id":186883107405872,"gmtCreate":1686649558558,"gmtModify":1686649581013,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"港股为什么不行?","htmlText":"2023年以来,港股走势不佳,股民深受折磨,但海外市场,美股、英股、日本却都走出了牛市行情,两相对比之下,港股投资者的悲伤又加深了一层。 天差地别之下,不得不深思,为什么港股不行?难道就因为地理位置?抑或港交所疯狂IPO,不顾投资者死活? 其实都不是,核心原因应该是上市公司羸弱。 比如目前已上市的港股有2613家,总市值57亿港币,前30家大公司,合计市值27.7万亿港币,约占总市值的一半。 这30家公司中,大金融公司有13家,尤其是银行股占比极大,下图是市值前30的企业名单: 像腾讯、阿里这样有竞争力的民企,只有8家,除腾讯阿里外,其他几家的市值远不及几家银行股。 银行股在全球资本市场都存在估值偏低、股价走势不理想的情况,比如今年美股银行股倒闭风潮,其杠杆经营的脆弱性,决定了市盈率只有个位数且长期走势不佳。 一个依靠银行股的股市,怎么能和以互联网和科技股为主的市场呢? 比如美股,已上市公司有6241家,总市值57.7万亿美元,前30家公司总市值19万亿美元,占总市值的比重为33%。 前30家公司中,基本全是民企,且多拥有垄断地位,比如苹果的手机系统、谷歌的搜索和youtube、微软的Windows系统、英伟达的GPU、特斯拉的汽车和机器人、巴菲特的伯克希尔、脸书的Facebook、光刻机巨头阿斯麦… 这些企业不仅拥有核心竞争力,且能赚全人类的钱,它们不断走牛,带动美股上涨,且随着大者恒大、强者恒强的演变,实际上纳指已经被巨头掌控,只要苹果这些大企业能够上涨,纳指就没有极限! 再如日经225指数,其点位创33年以来新高,牛的不行,羡煞中国股民。 这225支股票,总市值4.1万亿美元,前十大公司合计1万亿,占指数的比重约25%,这10支个股中,只有一个是金融股: 同样,英国已上市公司2750家,总市值3.2万亿英镑,其中,前10大公司总市值接近1万亿,占全部公司","listText":"2023年以来,港股走势不佳,股民深受折磨,但海外市场,美股、英股、日本却都走出了牛市行情,两相对比之下,港股投资者的悲伤又加深了一层。 天差地别之下,不得不深思,为什么港股不行?难道就因为地理位置?抑或港交所疯狂IPO,不顾投资者死活? 其实都不是,核心原因应该是上市公司羸弱。 比如目前已上市的港股有2613家,总市值57亿港币,前30家大公司,合计市值27.7万亿港币,约占总市值的一半。 这30家公司中,大金融公司有13家,尤其是银行股占比极大,下图是市值前30的企业名单: 像腾讯、阿里这样有竞争力的民企,只有8家,除腾讯阿里外,其他几家的市值远不及几家银行股。 银行股在全球资本市场都存在估值偏低、股价走势不理想的情况,比如今年美股银行股倒闭风潮,其杠杆经营的脆弱性,决定了市盈率只有个位数且长期走势不佳。 一个依靠银行股的股市,怎么能和以互联网和科技股为主的市场呢? 比如美股,已上市公司有6241家,总市值57.7万亿美元,前30家公司总市值19万亿美元,占总市值的比重为33%。 前30家公司中,基本全是民企,且多拥有垄断地位,比如苹果的手机系统、谷歌的搜索和youtube、微软的Windows系统、英伟达的GPU、特斯拉的汽车和机器人、巴菲特的伯克希尔、脸书的Facebook、光刻机巨头阿斯麦… 这些企业不仅拥有核心竞争力,且能赚全人类的钱,它们不断走牛,带动美股上涨,且随着大者恒大、强者恒强的演变,实际上纳指已经被巨头掌控,只要苹果这些大企业能够上涨,纳指就没有极限! 再如日经225指数,其点位创33年以来新高,牛的不行,羡煞中国股民。 这225支股票,总市值4.1万亿美元,前十大公司合计1万亿,占指数的比重约25%,这10支个股中,只有一个是金融股: 同样,英国已上市公司2750家,总市值3.2万亿英镑,其中,前10大公司总市值接近1万亿,占全部公司","text":"2023年以来,港股走势不佳,股民深受折磨,但海外市场,美股、英股、日本却都走出了牛市行情,两相对比之下,港股投资者的悲伤又加深了一层。 天差地别之下,不得不深思,为什么港股不行?难道就因为地理位置?抑或港交所疯狂IPO,不顾投资者死活? 其实都不是,核心原因应该是上市公司羸弱。 比如目前已上市的港股有2613家,总市值57亿港币,前30家大公司,合计市值27.7万亿港币,约占总市值的一半。 这30家公司中,大金融公司有13家,尤其是银行股占比极大,下图是市值前30的企业名单: 像腾讯、阿里这样有竞争力的民企,只有8家,除腾讯阿里外,其他几家的市值远不及几家银行股。 银行股在全球资本市场都存在估值偏低、股价走势不理想的情况,比如今年美股银行股倒闭风潮,其杠杆经营的脆弱性,决定了市盈率只有个位数且长期走势不佳。 一个依靠银行股的股市,怎么能和以互联网和科技股为主的市场呢? 比如美股,已上市公司有6241家,总市值57.7万亿美元,前30家公司总市值19万亿美元,占总市值的比重为33%。 前30家公司中,基本全是民企,且多拥有垄断地位,比如苹果的手机系统、谷歌的搜索和youtube、微软的Windows系统、英伟达的GPU、特斯拉的汽车和机器人、巴菲特的伯克希尔、脸书的Facebook、光刻机巨头阿斯麦… 这些企业不仅拥有核心竞争力,且能赚全人类的钱,它们不断走牛,带动美股上涨,且随着大者恒大、强者恒强的演变,实际上纳指已经被巨头掌控,只要苹果这些大企业能够上涨,纳指就没有极限! 再如日经225指数,其点位创33年以来新高,牛的不行,羡煞中国股民。 这225支股票,总市值4.1万亿美元,前十大公司合计1万亿,占指数的比重约25%,这10支个股中,只有一个是金融股: 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<a href=\"https://www.itigerup.com/activity/market/2022/cash-plus/\" target=\"_blank\">美元货币市场资产</a>,7日年化收益达到4.75%(截至3月29日),点击这里了解更多→","listText":"随着硅谷银行关门,瑞信被收购持续发酵,引发了美国区域性银行的大量资金外流。有业内分析认为:银行业的危机,或将不会造成系统性金融危机,但不可否认的是,市场依旧在动荡中,显然还没有结束。买股票怕亏钱,但没想到钱放在银行里也不保险。有没有一种投资产品,既能保证安全性,风险低,又能有比银行传统存款更高的回报率呢?美元货币市场基金了解下~因其通常持有例如短期美国政府债券等低风险资产,相较于震荡的股票市场,货币市场基金被许多投资者认为是最安全,且风险最低的投资方式;又因它能为投资者提供相对稳定的收益率,相较于持有股票的权益类基金,收益更能得到保证,且比钱存进银行里吃利息的回报更高。随着美联储加息周期逐渐延长,货币市场基金的收益率也逐渐走高,把钱放在流动性更好的货币基金市场,成了许多投资者的共同选择。吓的我都不敢描述了,来不及解释了,快上车...数据显示:自从去年3月美联储自2018年以来首次加息后,就开始不断有资金流入货币基金市场;硅谷银行倒闭后的一周内,货币市场基金当周流入了1293亿美元;截至到上周日,3月已有超过2860亿美元资金流入货币市场基金,流入规模创疫情初期以来最大高盛报告中预测,美国个人投资者今年可以出售多达1.1万亿美元的股票,转而将这些钱投入货币市场资产。说到这里,老虎钱袋子就可以申购 <a href=\"https://www.itigerup.com/activity/market/2022/cash-plus/\" target=\"_blank\">美元货币市场资产</a>,7日年化收益达到4.75%(截至3月29日),点击这里了解更多→","text":"随着硅谷银行关门,瑞信被收购持续发酵,引发了美国区域性银行的大量资金外流。有业内分析认为:银行业的危机,或将不会造成系统性金融危机,但不可否认的是,市场依旧在动荡中,显然还没有结束。买股票怕亏钱,但没想到钱放在银行里也不保险。有没有一种投资产品,既能保证安全性,风险低,又能有比银行传统存款更高的回报率呢?美元货币市场基金了解下~因其通常持有例如短期美国政府债券等低风险资产,相较于震荡的股票市场,货币市场基金被许多投资者认为是最安全,且风险最低的投资方式;又因它能为投资者提供相对稳定的收益率,相较于持有股票的权益类基金,收益更能得到保证,且比钱存进银行里吃利息的回报更高。随着美联储加息周期逐渐延长,货币市场基金的收益率也逐渐走高,把钱放在流动性更好的货币基金市场,成了许多投资者的共同选择。吓的我都不敢描述了,来不及解释了,快上车...数据显示:自从去年3月美联储自2018年以来首次加息后,就开始不断有资金流入货币基金市场;硅谷银行倒闭后的一周内,货币市场基金当周流入了1293亿美元;截至到上周日,3月已有超过2860亿美元资金流入货币市场基金,流入规模创疫情初期以来最大高盛报告中预测,美国个人投资者今年可以出售多达1.1万亿美元的股票,转而将这些钱投入货币市场资产。说到这里,老虎钱袋子就可以申购 美元货币市场资产,7日年化收益达到4.75%(截至3月29日),点击这里了解更多→","images":[{"img":"https://static.tigerbbs.com/b1bc7b5fd57d48a38d2719b5d1e12730","width":"600","height":"347"},{"img":"https://static.tigerbbs.com/b2e0c555bf3f5f5a7e6fe5f7ad3dc234","width":"650","height":"599"},{"img":"https://static.tigerbbs.com/2a8031e0dd67c99fbf295893811b24fb","width":"250","height":"250"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659292913","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659236386,"gmtCreate":1680072139145,"gmtModify":1680072140815,"author":{"id":"4136432568878040","authorId":"4136432568878040","name":"消费降级","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136432568878040","authorIdStr":"4136432568878040"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659236386","repostId":"659207060","repostType":1,"repost":{"id":659207060,"gmtCreate":1680063453150,"gmtModify":1680063487703,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440721572920950","authorIdStr":"3440721572920950"},"themes":[],"title":"瑜伽女王的超预期业绩来自哪里?","htmlText":"3月28日盘后,瑜伽运动服饰品牌 <a href=\"https://laohu8.com/S/LULU\">$lululemon athletica(LULU)$</a> 公布了截止至2023年1月29日的22财年Q4业绩,由于Q3财报公司主动调低了Q4的业绩,也造成了二级市场股价大跌超12%,然而Q4业绩再次超过了市场预期,也说明公司此前的调低预期有些保守。因此,公司也主动调高了下个季度的指引,也让市场重新增强对其业绩期望,股价重新回到Q3下跌之上。业绩概览整体收入27.7亿美元,同比增长30%,超出市场预期共识的27.0亿美元。按固定汇率计算同比增长33%。同店可比销售同比增长27%,以固定汇率计算增长30%,高于市场普遍预期的22.7%。其中店面的同店销售同比增长15%,DTC业务净收入增长37%。毛利率下降300个基点至55.1%,差于预期的57.1%,调整后毛利率同比下降70个基点至57.4%。利润方面,息税前利润7.85亿美元,同比增长,高于市场预期的7.58亿美元。同时,库存达到9.67亿美元,同比激增50%,不过小于市场预期的15.1亿美元。业绩简评在2022年(大部分)这样的动态运营环境中,Lululemon作为中高端运动服饰品牌,业绩还能超越年度收入目标,也证明了lululemon品牌的持久影响力。整体的同店销售增长是高于市场预期的,不过更多的是来自线上(DTC)业务的发力,同比增长了30%(固定汇率),同时DTC的占比已经达到52%,超过一半。一方面说明消费者对品牌的认可度和忠实度增长,另外一方面也说明自大流行以来的用户消费习惯可能永久性地发生改变。必须一提的是,中国区的业务本季度增长了30%,虽然低于过去三年50%的CAGR,但是在11-12月份COVID-19影响下还能取得这样的成绩的确是高于预期的。毕竟,此前公布财报的Nike,业绩截止2月28日","listText":"3月28日盘后,瑜伽运动服饰品牌 <a href=\"https://laohu8.com/S/LULU\">$lululemon athletica(LULU)$</a> 公布了截止至2023年1月29日的22财年Q4业绩,由于Q3财报公司主动调低了Q4的业绩,也造成了二级市场股价大跌超12%,然而Q4业绩再次超过了市场预期,也说明公司此前的调低预期有些保守。因此,公司也主动调高了下个季度的指引,也让市场重新增强对其业绩期望,股价重新回到Q3下跌之上。业绩概览整体收入27.7亿美元,同比增长30%,超出市场预期共识的27.0亿美元。按固定汇率计算同比增长33%。同店可比销售同比增长27%,以固定汇率计算增长30%,高于市场普遍预期的22.7%。其中店面的同店销售同比增长15%,DTC业务净收入增长37%。毛利率下降300个基点至55.1%,差于预期的57.1%,调整后毛利率同比下降70个基点至57.4%。利润方面,息税前利润7.85亿美元,同比增长,高于市场预期的7.58亿美元。同时,库存达到9.67亿美元,同比激增50%,不过小于市场预期的15.1亿美元。业绩简评在2022年(大部分)这样的动态运营环境中,Lululemon作为中高端运动服饰品牌,业绩还能超越年度收入目标,也证明了lululemon品牌的持久影响力。整体的同店销售增长是高于市场预期的,不过更多的是来自线上(DTC)业务的发力,同比增长了30%(固定汇率),同时DTC的占比已经达到52%,超过一半。一方面说明消费者对品牌的认可度和忠实度增长,另外一方面也说明自大流行以来的用户消费习惯可能永久性地发生改变。必须一提的是,中国区的业务本季度增长了30%,虽然低于过去三年50%的CAGR,但是在11-12月份COVID-19影响下还能取得这样的成绩的确是高于预期的。毕竟,此前公布财报的Nike,业绩截止2月28日","text":"3月28日盘后,瑜伽运动服饰品牌 $lululemon athletica(LULU)$ 公布了截止至2023年1月29日的22财年Q4业绩,由于Q3财报公司主动调低了Q4的业绩,也造成了二级市场股价大跌超12%,然而Q4业绩再次超过了市场预期,也说明公司此前的调低预期有些保守。因此,公司也主动调高了下个季度的指引,也让市场重新增强对其业绩期望,股价重新回到Q3下跌之上。业绩概览整体收入27.7亿美元,同比增长30%,超出市场预期共识的27.0亿美元。按固定汇率计算同比增长33%。同店可比销售同比增长27%,以固定汇率计算增长30%,高于市场普遍预期的22.7%。其中店面的同店销售同比增长15%,DTC业务净收入增长37%。毛利率下降300个基点至55.1%,差于预期的57.1%,调整后毛利率同比下降70个基点至57.4%。利润方面,息税前利润7.85亿美元,同比增长,高于市场预期的7.58亿美元。同时,库存达到9.67亿美元,同比激增50%,不过小于市场预期的15.1亿美元。业绩简评在2022年(大部分)这样的动态运营环境中,Lululemon作为中高端运动服饰品牌,业绩还能超越年度收入目标,也证明了lululemon品牌的持久影响力。整体的同店销售增长是高于市场预期的,不过更多的是来自线上(DTC)业务的发力,同比增长了30%(固定汇率),同时DTC的占比已经达到52%,超过一半。一方面说明消费者对品牌的认可度和忠实度增长,另外一方面也说明自大流行以来的用户消费习惯可能永久性地发生改变。必须一提的是,中国区的业务本季度增长了30%,虽然低于过去三年50%的CAGR,但是在11-12月份COVID-19影响下还能取得这样的成绩的确是高于预期的。毕竟,此前公布财报的Nike,业绩截止2月28日","images":[{"img":"https://static.tigerbbs.com/f2d2a88bb669f3ab6171c320e8f7f953","width":"750","height":"450"},{"img":"https://static.tigerbbs.com/f003eaf4ec75777959143516845fd6b9","width":"750","height":"450"},{"img":"https://static.tigerbbs.com/f2a81b1a0fdde42697c96bd2050e1b93","width":"596","height":"298"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659207060","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659236901,"gmtCreate":1680072127804,"gmtModify":1680072129269,"author":{"id":"4136432568878040","authorId":"4136432568878040","name":"消费降级","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136432568878040","authorIdStr":"4136432568878040"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659236901","repostId":"659295462","repostType":1,"repost":{"id":659295462,"gmtCreate":1680068602756,"gmtModify":1680068609234,"author":{"id":"3527667622617230","authorId":"3527667622617230","name":"新能源Bot","avatar":"https://static.tigerbbs.com/437ab63d03a72f13a501bf25060d5f5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667622617230","authorIdStr":"3527667622617230"},"themes":[],"title":"成本管理超越特斯拉,比亚迪交了一份满分答卷","htmlText":"<a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a> 2022全年营收4240.61亿元,增长96.2%;净利润166.22亿元,同比增长445.86%,净利润率3.75%,全面领先汽车行业整体水平。但是总资产4939亿,总负债3724亿,净资产1214亿,负债率上升到75%,快赶上房地产公司了。人才上比亚迪员工总人数约60万 ,研发人员近7万。硕士7827人,同比增长98%。博士生590人,同比翻了一倍。产品体系包括:面向大众的平价车 (BYD):王朝网、海洋网豪华品牌(腾势):主攻BBA市场个性化品牌(潮牌):主攻个性化、改装、玩车文化超豪华品牌(仰望):仰望U9/U9目标是2025年营收破万亿。依靠规模效益、品牌向上、财务成本下降等,主营盈利可以继续增加。第四季度的汽车毛利率22.8%(经销商体系),假设并入经销商体系的费用,比亚迪第四季度毛利率和特斯拉第四季度25.9%的毛利率(直营体系)不相上下,甚至表现更好。考虑到平均售价更低的因素,比亚迪整车成本管理显著的优于特斯拉。财务是最理性的考试题,这个答卷非常优秀!内容整合:微博@李想 @张哲学ZX","listText":"<a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a> 2022全年营收4240.61亿元,增长96.2%;净利润166.22亿元,同比增长445.86%,净利润率3.75%,全面领先汽车行业整体水平。但是总资产4939亿,总负债3724亿,净资产1214亿,负债率上升到75%,快赶上房地产公司了。人才上比亚迪员工总人数约60万 ,研发人员近7万。硕士7827人,同比增长98%。博士生590人,同比翻了一倍。产品体系包括:面向大众的平价车 (BYD):王朝网、海洋网豪华品牌(腾势):主攻BBA市场个性化品牌(潮牌):主攻个性化、改装、玩车文化超豪华品牌(仰望):仰望U9/U9目标是2025年营收破万亿。依靠规模效益、品牌向上、财务成本下降等,主营盈利可以继续增加。第四季度的汽车毛利率22.8%(经销商体系),假设并入经销商体系的费用,比亚迪第四季度毛利率和特斯拉第四季度25.9%的毛利率(直营体系)不相上下,甚至表现更好。考虑到平均售价更低的因素,比亚迪整车成本管理显著的优于特斯拉。财务是最理性的考试题,这个答卷非常优秀!内容整合:微博@李想 @张哲学ZX","text":"$比亚迪股份(01211)$ 2022全年营收4240.61亿元,增长96.2%;净利润166.22亿元,同比增长445.86%,净利润率3.75%,全面领先汽车行业整体水平。但是总资产4939亿,总负债3724亿,净资产1214亿,负债率上升到75%,快赶上房地产公司了。人才上比亚迪员工总人数约60万 ,研发人员近7万。硕士7827人,同比增长98%。博士生590人,同比翻了一倍。产品体系包括:面向大众的平价车 (BYD):王朝网、海洋网豪华品牌(腾势):主攻BBA市场个性化品牌(潮牌):主攻个性化、改装、玩车文化超豪华品牌(仰望):仰望U9/U9目标是2025年营收破万亿。依靠规模效益、品牌向上、财务成本下降等,主营盈利可以继续增加。第四季度的汽车毛利率22.8%(经销商体系),假设并入经销商体系的费用,比亚迪第四季度毛利率和特斯拉第四季度25.9%的毛利率(直营体系)不相上下,甚至表现更好。考虑到平均售价更低的因素,比亚迪整车成本管理显著的优于特斯拉。财务是最理性的考试题,这个答卷非常优秀!内容整合:微博@李想 @张哲学ZX","images":[{"img":"https://static.tigerbbs.com/3c0d8df043b28da8dceaaf552f79bcfa","width":"690","height":"490"},{"img":"https://static.tigerbbs.com/cac7d1ec379bf378990bf2b8c458eefa","width":"690","height":"462"},{"img":"https://static.tigerbbs.com/88ba17fb1b60598b67ee45e820874223","width":"690","height":"974"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659295462","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650959616,"gmtCreate":1678857810235,"gmtModify":1678857811307,"author":{"id":"4136432568878040","authorId":"4136432568878040","name":"消费降级","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136432568878040","authorIdStr":"4136432568878040"},"themes":[],"htmlText":"<a 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$纳斯达克(.IXIC)$","images":[{"img":"https://static.tigerbbs.com/c3386610959d0f33ac640e8a70f7c95d","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650964451","isVote":1,"tweetType":2,"object":{"id":"9b07502ff86248fe96904dc23b51c45b","tweetId":"650964451","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/811ac93d243791580570979048/ratiyPiAzYgA.mp4","poster":"https://static.tigerbbs.com/c3386610959d0f33ac640e8a70f7c95d"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650959364,"gmtCreate":1678857776358,"gmtModify":1678857777845,"author":{"id":"4136432568878040","authorId":"4136432568878040","name":"消费降级","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136432568878040","authorIdStr":"4136432568878040"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650959364","repostId":"650981983","repostType":1,"repost":{"id":650981983,"gmtCreate":1678844106542,"gmtModify":1744960899714,"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":"🔥【3月15日】纳指大涨超2%,地区银行股暴涨熔断!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。<a href=\"https://laohu8.com/NW/1191683578\" target=\"_blank\">点击查看更多资讯</a>港股市场3月15日讯,美2月通胀符预期,隔夜欧美股市大反攻。港股应声高开,恒指涨1.43%,国指涨1.37%,恒生科技指数涨2.25%。盘面上,大型科技股领衔大市上涨,<a href=\"https://laohu8.com/S/09999\">$网易(09999)$</a>、<a href=\"https://laohu8.com/S/09888\">$百度(09888)$</a>涨超4%,<a href=\"https://laohu8.com/S/09988\">$阿里巴巴(09988)$</a>涨超3%,快手、<a href=\"https://laohu8.com/S/00700\">$腾讯(00700)$</a>、<a href=\"https://laohu8.com/S/09618\">$京东(09618)$</a>涨超2%,美团、小米等皆上涨;生物医药股全线上涨,家电股、内险股、航运股、餐饮股、乳业股纷纷走高。另一方面,燃气股、石油股部分下跌,<a href=\"https://laohu8.com/S/00968\">$信义光能(00968)$</a>跌近1%续创调整新低。杭州市监局与阿里签合作协议!<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>(9988.HK)高开3.37%,隔夜美股阿里巴巴收涨1.15%报83.85美元,折算成港股市场价格为82.419港元/股。消息面上,继去年12月浙江省委书记易炼红考察阿里巴巴,今年1月杭州市政府与阿里巴巴集团签订全面深化战略合作协议后","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。<a href=\"https://laohu8.com/NW/1191683578\" target=\"_blank\">点击查看更多资讯</a>港股市场3月15日讯,美2月通胀符预期,隔夜欧美股市大反攻。港股应声高开,恒指涨1.43%,国指涨1.37%,恒生科技指数涨2.25%。盘面上,大型科技股领衔大市上涨,<a href=\"https://laohu8.com/S/09999\">$网易(09999)$</a>、<a href=\"https://laohu8.com/S/09888\">$百度(09888)$</a>涨超4%,<a href=\"https://laohu8.com/S/09988\">$阿里巴巴(09988)$</a>涨超3%,快手、<a href=\"https://laohu8.com/S/00700\">$腾讯(00700)$</a>、<a href=\"https://laohu8.com/S/09618\">$京东(09618)$</a>涨超2%,美团、小米等皆上涨;生物医药股全线上涨,家电股、内险股、航运股、餐饮股、乳业股纷纷走高。另一方面,燃气股、石油股部分下跌,<a href=\"https://laohu8.com/S/00968\">$信义光能(00968)$</a>跌近1%续创调整新低。杭州市监局与阿里签合作协议!<a 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