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Vanye
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IP属地:广东
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Vanye
08-20
最近奉劝各位空仓,就算建仓也是小批量逢低建仓,市场波动太大
Vanye
08-07
$英特尔(INTC)$
川普疯了吗?封建统治?一下罢免鲍威尔一下让英特尔首席执行官辞职[喷血]
美国总统特朗普表示,英特尔首席执行官存在严重的利益冲突,必须立即辞职
Vanye
08-07
$英特尔(INTC)$
川普发癫了?!一句话就把英特尔吓成这样[哇塞]
Vanye
08-04
$Circle Internet Corp.(CRCL)$
裤衩都快亏没了[捂脸] [捂脸]
Vanye
07-17
$华润万象生活(01209)$
为何一直喋喋不休,这波不会是要回调到31块钱吧[捂脸] ,别吓我!
Vanye
07-16
$台积电(TSM)$
我卖飞了,天啊[捂脸] [捂脸] [捂脸] [捂脸]
Vanye
07-16
$台积电(TSM)$
不错不错
Vanye
07-08
$阿里巴巴(BABA)$
清仓清仓,割大肉,QNMD,一潭死水,没有任何投资价值
Vanye
07-04
$小鹏汽车-W(09868)$
趋势很明显就是向下继续探,之前支撑位70,今天守不住70的价位,继续下探到65块,上当套牢盘太多,短期突破最多到75顶天了,除非小鹏飞行汽车能出一个巨量利好,不然谁给上当套牢盘抬轿子,别做梦了
Vanye
07-04
$阿里巴巴-W(09988)$
棒打落水狗,给拼多多提鞋都不够资格,以后只能沦落成百度这种五六流的套债型公司,还100年,30年都高看阿里了!
Vanye
07-03
$阿里巴巴(BABA)$
中丐真的成为国内大佬(中金)的钱袋子,需要钱了释放大利好,套现了解走人,让散户股东持续接盘,好一个东升西降,原来是这么一个降法
Vanye
07-02
$阿里巴巴-W(09988)$
吃谷提早最差的一只股,天天外面坐短线来养你个没出息的东西,直接锁仓一年后再看吧[流泪] [流泪]
Vanye
06-27
$小鹏汽车-W(09868)$
这个价位不建仓更待何时
Vanye
06-26
$众安在线(06060)$
短期看空,负面情绪不消化完,今天跌的不够,明天大概率也要继续补跌
Vanye
06-25
$众安在线(06060)$
今天起码下跌10个点,收盘来看
Vanye
06-24
$小鹏汽车-W(09868)$
卖出这个票来回做T还是挺不错的
Vanye
06-23
$阿里巴巴(BABA)$
还能回本吗?天天心惊肉跳的
Vanye
06-23
$小鹏汽车-W(09868)$
Vanye
06-02
$蒙牛乳业(02319)$
为什么一直跌个不停,现在中字头的股票真的让人害怕,跌一个月了,港股现在已经和A股走势一模一样了,以后除了远离大A还要远离港股
Vanye
05-13
$霸王茶姬(CHA)$
这股是不是老鼠仓?怎么跟你生了大病似的[捂脸]
去老虎APP查看更多动态
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19:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月7日(周四),英特尔盘前短线急速下跌超3%,美国总统特朗普表示,英特尔首席执行官存在严重的利益冲突,必须立即辞职。这个问题没有其他解决办法。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6fd5cc40a05289d035710dc9ffb11869\" tg-width=\"215\" tg-height=\"111\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173597457","content_text":"8月7日(周四),英特尔盘前短线急速下跌超3%,美国总统特朗普表示,英特尔首席执行官存在严重的利益冲突,必须立即辞职。这个问题没有其他解决办法。","news_type":1,"symbols_score_info":{"INTC":1.1}},"isVote":1,"tweetType":1,"viewCount":1425,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3562209916684592","authorId":"3562209916684592","name":"詹姆士邦德","avatar":"https://static.tigerbbs.com/4e73b0ff7f5ee1e9142623155f9f474b","crmLevel":2,"crmLevelSwitch":1,"idStr":"3562209916684592","authorIdStr":"3562209916684592"},"content":"老陈应感荣幸,能被川建国盯上的都是风云人物,老鲍了,小泽啦,老马啦。","text":"老陈应感荣幸,能被川建国盯上的都是风云人物,老鲍了,小泽啦,老马啦。","html":"老陈应感荣幸,能被川建国盯上的都是风云人物,老鲍了,小泽啦,老马啦。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465086165598216,"gmtCreate":1754571651918,"gmtModify":1754571696592,"author":{"id":"4198830007757902","authorId":"4198830007757902","name":"Vanye","avatar":"https://static.tigerbbs.com/d2eb455a74afa02e8ec123fdc84e7375","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198830007757902","authorIdStr":"4198830007757902"},"themes":[],"htmlText":"<a 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09:21","market":"us","language":"zh","title":"“你们这是要兵变吗?”特斯拉内部报告流出:马斯克否决高管,力推Robotaxi","url":"https://stock-news.laohu8.com/highlight/detail?id=1199035526","media":"CyberDaily","summary":"但是,这份警示性的报告据称已被首席执行官埃隆·马斯克否决,他坚持将公司的未来押注在无人驾驶技术及其商业化应用——Robotaxi上。这场特斯拉灵魂与未来的内部博弈,在2024年2月底的一次高层会议上达到了高潮。报告承认,Robotaxi的高利用率可能重塑交通格局,甚至导致美国汽车年销量大幅萎缩。更关键的是,报告对Robotaxi的盈利模式提出了质疑。他最终驳回了这份报告,否决了具备驾驶功能的2.5万美元平价车型项目,全力推进其Cybercab计划。","content":"<html><head></head><body><p>正在从电动汽车到AI机器人公司转型的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>,正站在一个关键的十字路口。</p><p>据知名科技媒体<em> The Information </em>援引内部人士的深度爆料《How Elon Musk Stopped Loving Cars and Left Tesla in the Lurch》,特斯拉内部对于未来发展方向存在显著分歧。一份由高管团队提交、基于详尽数据分析的内部报告明确指出了全力押注Robotaxi(无人驾驶出租车)计划可能面临的重大财务风险,并建议公司不应放弃更具市场潜力的平价车型“Model 2”。但是,这份警示性的报告据称已被首席执行官埃隆·马斯克否决,他坚持将公司的未来押注在无人驾驶技术及其商业化应用——Robotaxi上。</p><p>这场特斯拉灵魂与未来的内部博弈,在2024年2月底的一次高层会议上达到了高潮。会议的核心议题围绕着已被讨论数年的“Model 2”项目——一款计划售价仅为2.5万美元、旨在进一步拓展大众市场的关键车型。包括车辆工程、动力总成、设计以及业务与政策负责人在内的多位核心高管,在会议上激烈地陈述了同时推进Model 2与Robotaxi的战略必要性和经济合理性,认为这是平衡风险、保证增长的稳妥路径。他们希望这是说服马斯克回心转意的最后机会。</p><p>但马斯克对于制造一款“常规”的平价电动车似乎早已失去了兴趣(言外之意,让被人去做吧)。尽管他本人曾在2020年雄心勃勃地宣布要推出2.5万美元的车型,但时至2024年,他的态度发生了180度转变,甚至公开表示推出这类车型是“毫无意义”且“愚蠢”的,与特斯拉的“信念”背道而驰。面对高管团队近乎一致的进谏,一位被视为马斯克亲信的高管(助手)甚至半带紧张地询问:“你们这是要兵变吗?”</p><p>高管们也并非凭空担忧,他们的核心依据是一份内部研究报告。该报告由公司内部,特别是曾深受信赖的动力总成负责人Baglino领导的团队完成,其分析结果对纯粹的Robotaxi战略描绘了一幅严峻图景。报告承认,Robotaxi的高利用率可能重塑交通格局,甚至导致美国汽车年销量大幅萎缩。但即便如此,在剔除不愿意放弃私家车的用户后,可供Robotaxi争夺的市场规模可能仅在百万辆级别,这难以完全替代特斯拉目前在美国的庞大销量,年约60万辆。</p><p>更关键的是,报告对Robotaxi的盈利模式提出了质疑。虽然单车售价可能在2万至2.5万美元,且能在生命周期内通过车费分成为特斯拉带来数倍于售价的收入,但高昂的前期投入、运营成本(包括充电、维护、停放设施)以及激烈的市场竞争,使得其回报周期异常漫长。报告明确指出,尤其是在美国以外的地区,复杂的监管环境将是巨大的障碍,导致Robotaxi业务在很长一段时间内难以实现全球化扩张,其盈利能力和规模将受到严重限制。报告甚至悲观地预测,该项目可能会连续多年处于亏损状态。这份内部评估赋予Robotaxi的实际价值,与马斯克在2019年公开宣称的单车价值高达10万至20万美元的愿景,形成了巨大的反差。</p><p>但是,面对数据和团队的警示,马斯克选择了坚持自己的判断(分析师纸上谈兵,预测模型不懂特斯拉的未来)。他最终驳回了这份报告,否决了具备驾驶功能的2.5万美元平价车型项目,全力推进其Cybercab(Robotaxi)计划。</p><p>这一决策不仅是产品路线图的调整,更是特斯拉公司身份认同的深刻转变——从一家以制造和销售电动汽车为核心的企业,加速向一家以人工智能和自动驾驶技术为驱动力的公司演进。</p><p>有分析认为,正是这种由马斯克强力主导的战略转型,而非市场因素,是导致特斯拉近年来产品线更新缓慢(五年仅推出市场反响不佳的Cybertruck)、增长出现瓶颈的部分原因。</p><p>此事件也再次引发了外界对于马斯克领导风格和特斯拉内部决策机制的担忧。批评者认为,这可能反映了马斯克倾向于相信个人直觉而非数据分析,且可能被“好好先生”式的下属所包围,导致不同意见难以被充分听取和采纳。将公司巨大的资源和未来押注在技术和商业模式均存在巨大不确定性的Robotaxi上,同时放弃已被市场验证、能够带来稳定现金流和市场份额的平价车型业务,无疑是一场高风险的赌博。这不仅可能影响特斯拉的短期业绩和长期估值逻辑,也被认为是导致部分资深高管在近期离职的重要因素之一。</p><p>特斯拉的未来,正沿着马斯克划定的、充满未知但或许也蕴藏颠覆性机遇的轨道,加速驶去。</p><p><strong>NuRoCity:</strong></p><p>特斯拉面对全球电动车(中国)的围剿,高管们的策略是“迎难”而上,在策略上做出调整,推出更评价车型以应对市场冲击,继续稳固领先地位。你可以理解为这是本能的防御反应——但高管们有数据模型支撑这个策略;对于特斯拉掌舵人,马斯克则在很久以前多次强调特斯拉不再是电动汽车公司,而是一家AI机器人公司,而这一身份认同或者定位、战略,在去年We Robot活动之后更加确切——或许就在那时,马斯克如本文提到的,一票否决高管们的进谏,而坚持自动化就是未来的战略。</p><p>事实上所有汽车公司都走在十字路口,马斯克则选择走在其规划的宏图路线上——具体而言力推AI、机器人。AI,前有xAI、FSD以及背后的算力矩阵;后有正在量产的Optimus——而这些技术栈被马斯克视为特斯拉金字塔的尖——它们可为特斯拉打造多形态的AI机器人载体,以服务其野望中的用户和场景。Robotaxi(CyberCab)、RoboVan、Cybertruck、包括嵌入FSD的百万特斯拉电动车、以及Optimus——这些是现有已知的形态。现在,他要带特斯拉的现在和未来进入AI机器人的蓝图里,并且继续保持领先优势。</p><p>可以理解为,以上的冲突来自创始人模式与经理人模式的博弈。马斯克选择跳过电动车的内卷里,走自己的奥德赛——他称明年要让星舰载着Cybertruck和Optimus去火星,进行一次探索。</p><p>从Doge视线回归特斯拉,马斯克最近多次转发FSD的表现帖子——自动驾驶的Model Y、Cybertruck自行到轮船舱、交付中心——这似乎是特斯拉Robotaxi在今年6月份于奥斯汀的一次预演,在公众建立安全、可靠与期待的心智。</p></body></html>","source":"lsy1744939333503","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>“你们这是要兵变吗?”特斯拉内部报告流出:马斯克否决高管,力推Robotaxi</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“你们这是要兵变吗?”特斯拉内部报告流出:马斯克否决高管,力推Robotaxi\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-18 09:21 北京时间 <a href=https://mp.weixin.qq.com/s/I4iQIDl7JzKetzFOPW468w><strong>CyberDaily</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>正在从电动汽车到AI机器人公司转型的特斯拉,正站在一个关键的十字路口。据知名科技媒体 The Information 援引内部人士的深度爆料《How Elon Musk Stopped Loving Cars and Left Tesla in the Lurch》,特斯拉内部对于未来发展方向存在显著分歧。一份由高管团队提交、基于详尽数据分析的内部报告明确指出了全力押注Robotaxi(无人驾驶...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/I4iQIDl7JzKetzFOPW468w\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/072c968b365f388646563804246ec367","relate_stocks":{"LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","TSLL":"Direxion Daily TSLA Bull 2X Shares","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","BK4534":"瑞士信贷持仓","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","TSLA":"特斯拉","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) 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2”项目——一款计划售价仅为2.5万美元、旨在进一步拓展大众市场的关键车型。包括车辆工程、动力总成、设计以及业务与政策负责人在内的多位核心高管,在会议上激烈地陈述了同时推进Model 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Robot活动之后更加确切——或许就在那时,马斯克如本文提到的,一票否决高管们的进谏,而坚持自动化就是未来的战略。事实上所有汽车公司都走在十字路口,马斯克则选择走在其规划的宏图路线上——具体而言力推AI、机器人。AI,前有xAI、FSD以及背后的算力矩阵;后有正在量产的Optimus——而这些技术栈被马斯克视为特斯拉金字塔的尖——它们可为特斯拉打造多形态的AI机器人载体,以服务其野望中的用户和场景。Robotaxi(CyberCab)、RoboVan、Cybertruck、包括嵌入FSD的百万特斯拉电动车、以及Optimus——这些是现有已知的形态。现在,他要带特斯拉的现在和未来进入AI机器人的蓝图里,并且继续保持领先优势。可以理解为,以上的冲突来自创始人模式与经理人模式的博弈。马斯克选择跳过电动车的内卷里,走自己的奥德赛——他称明年要让星舰载着Cybertruck和Optimus去火星,进行一次探索。从Doge视线回归特斯拉,马斯克最近多次转发FSD的表现帖子——自动驾驶的Model 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","listText":"这个价格比阿里价格还高,谁给它的勇气[捂脸] ","text":"这个价格比阿里价格还高,谁给它的勇气[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405904464036392","repostId":"1183321781","repostType":2,"repost":{"id":"1183321781","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":1740357102,"share":"https://www.laohu8.com/m/news/1183321781?lang=&edition=full","pubTime":"2025-02-24 08:31","market":"hk","language":"zh","title":"蜜雪冰城孖展申购已近2000倍!老虎国际开放全员108倍杠杆融资申购","url":"https://stock-news.laohu8.com/highlight/detail?id=1183321781","media":"老虎资讯综合","summary":"蜜雪冰城旗下有现制茶饮品牌“蜜雪冰城”和现磨咖啡品牌“幸运咖”。2023年和2024年1月至9月,蜜雪冰城网络分别实现饮品出杯量约74亿杯及71亿杯。根据灼识咨询的报告,按照截至2024年9月30日门店数计,蜜雪冰城是中国及全球最大的现制饮品企业。按照2023年的终端零售额计,蜜雪冰城是中国第一、全球第四的现制饮品企业,在中国及全球的市场份额分别约为11.3%及2.2%。","content":"<html><head></head><body><p>上周五(2月21日)开启招股的茶饮巨头 <a href=\"https://laohu8.com/S/02097\">蜜雪集团</a> 认购情况火热,截至发稿融资申购金额已达到6622亿港元,孖展倍数超1916.96倍:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/783adfe675cb656232c9aa5dc6db3d6d\" title=\"\" tg-width=\"1224\" tg-height=\"2187\"/></p><p>老虎国际已加开【全员108倍】杠杆额度,需1手本金,最低需申购 100 手,孖展利率0%!</p><p>补额时间:已开启无限额度</p><p>申购截止:2025.02.26 8:00(预计)</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1e938e73f5c7a4428633a0df3474ec0\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><h3 id=\"id_98235178\" style=\"text-align: start;\">招股信息速递:每股202.5港元,募资约33亿港元</h3><ul style=\"\"><li><p><strong>招股时间</strong>:2月21日至2月26日,3月3日正式敲钟。</p></li><li><p><strong>发行规模</strong>:全球发售1705.99万股,其中国际配售占90%(约1535.39万股),香港公开发售占10%(约170.60万股)。</p></li><li><p><strong>发行价</strong>:每股202.50港元,每手100股,入场费约2万港元。</p></li><li><p><strong>保荐天团</strong>:美林证券、高盛和瑞银集团三大投行保驾护航。</p></li><li><p><strong>募资用途</strong>:约70%用于扩大供应链及产能,15%投入数字化升级,10%拓展海外市场,5%补充营运资金。</p></li></ul><hr/><h3 id=\"id_1111505328\" style=\"text-align: start;\">公司档案:从“寒流刨冰”到全球现制饮品霸主</h3><ul style=\"\"><li><p><strong>门店规模</strong>:截至2024年9月,全球门店超4.5万家,覆盖中国及海外11国(包括印尼、越南、澳大利亚等),海外门店约4800家。仅中国三线及以下城市门店占比就达57.2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1dd4e74d6bc99c17ccca3baca8506375\" title=\"\" tg-width=\"726\" tg-height=\"642\"/></p></li><li><p><strong>产品矩阵</strong>:王牌品牌“蜜雪冰城”(茶饮)贡献95%以上收入,副牌“幸运咖”(咖啡)加速扩张,2024年前9个月卖出71亿杯饮品,冰鲜柠檬水、冰淇淋单品销量均破10亿杯。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a542898355d4d6eda89e1ffbabeddcc2\" title=\"\" tg-width=\"1122\" tg-height=\"628\"/></p><ul style=\"\"><li><p><strong>供应链狠角色</strong>:自建五大生产基地(年产能165万吨)、全球38国采购网络、27个仓库组成的物流体系,90%中国县级区域实现12小时配送,堪称“奶茶界的基建狂魔”。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8d835a084cd523ba6b30fb44cb14ee9\" title=\"\" tg-width=\"1183\" tg-height=\"685\"/></p><hr/><h3 id=\"id_498175274\" style=\"text-align: start;\">吸金力Max的财务表现</h3><ul style=\"\"><li><p><strong>营收增长</strong>:2022年至2024年前9个月,收入从135.76亿元飙至186.6亿元,年复合增长率超40%。</p></li><li><p><strong>利润狂飙</strong>:同期净利润从20.13亿元跃升至34.91亿元,2024年前9个月净利率高达18.7%,比2022年提升近4个百分点。</p></li><li><p><strong>现金流充沛</strong>:账上现金近60亿,经营活动现金流51亿,妥妥的“现金奶牛”。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dcc4d638c7e64d1b5edc886c5e79a05\" title=\"\" tg-width=\"781\" tg-height=\"792\"/></p><hr/><h3 id=\"id_423560647\" style=\"text-align: start;\">基石投资者阵容:国际资本抢滩“奶茶经济”</h3><p style=\"text-align: start;\">蜜雪冰城此次IPO引入5家豪华基石投资者,合计认购2亿美元(约15.58亿港元),堪称“全明星阵容”:</p><ol start=\"1\" style=\"\"><li><p><strong>M&G Investments(英卓投资管理)</strong>:英国资管巨头,豪掷6000万美元,首次重仓中国消费股。</p></li><li><p><strong>红杉中国</strong>:消费赛道老玩家,加码6000万美元,持续押注现制饮品风口。</p></li><li><p><strong>博裕资本</strong>:4000万美元入场,曾投资阿里、美团,此次瞄准蜜雪冰城下沉市场潜力。</p></li><li><p><strong>高瓴资本 & 美团龙珠</strong>:Pre-IPO轮已布局,此次再跟投,用真金白银为“雪王”全球化站台。</p></li></ol><hr/><h3 id=\"id_3235828881\" style=\"text-align: start;\">未来看点:奶茶江湖的超级巨头如何破局?</h3><p style=\"text-align: start;\">蜜雪冰城的目标不仅是“全球门店第一”,更计划借上市东风加码供应链、数字化和海外扩张。东南亚市场(印尼、越南)已成海外主战场,未来或向欧美渗透。</p><p style=\"text-align: start;\">而“幸运咖”能否复制蜜雪冰城的平价神话,与瑞幸、星巴克正面刚,也值得期待。</p><p style=\"text-align: start;\">从郑州街边小店到港股准上市公司,蜜雪冰城用28年时间证明,“高质平价”才是消费赛道的终极密码。这次IPO能否让“雪王”在全球饮品市场再下一城?3月3日港交所见分晓。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>蜜雪冰城孖展申购已近2000倍!老虎国际开放全员108倍杠杆融资申购</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n蜜雪冰城孖展申购已近2000倍!老虎国际开放全员108倍杠杆融资申购\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\">2025-02-24 08:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>上周五(2月21日)开启招股的茶饮巨头 <a href=\"https://laohu8.com/S/02097\">蜜雪集团</a> 认购情况火热,截至发稿融资申购金额已达到6622亿港元,孖展倍数超1916.96倍:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/783adfe675cb656232c9aa5dc6db3d6d\" title=\"\" tg-width=\"1224\" tg-height=\"2187\"/></p><p>老虎国际已加开【全员108倍】杠杆额度,需1手本金,最低需申购 100 手,孖展利率0%!</p><p>补额时间:已开启无限额度</p><p>申购截止:2025.02.26 8:00(预计)</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1e938e73f5c7a4428633a0df3474ec0\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><h3 id=\"id_98235178\" style=\"text-align: start;\">招股信息速递:每股202.5港元,募资约33亿港元</h3><ul style=\"\"><li><p><strong>招股时间</strong>:2月21日至2月26日,3月3日正式敲钟。</p></li><li><p><strong>发行规模</strong>:全球发售1705.99万股,其中国际配售占90%(约1535.39万股),香港公开发售占10%(约170.60万股)。</p></li><li><p><strong>发行价</strong>:每股202.50港元,每手100股,入场费约2万港元。</p></li><li><p><strong>保荐天团</strong>:美林证券、高盛和瑞银集团三大投行保驾护航。</p></li><li><p><strong>募资用途</strong>:约70%用于扩大供应链及产能,15%投入数字化升级,10%拓展海外市场,5%补充营运资金。</p></li></ul><hr/><h3 id=\"id_1111505328\" style=\"text-align: start;\">公司档案:从“寒流刨冰”到全球现制饮品霸主</h3><ul style=\"\"><li><p><strong>门店规模</strong>:截至2024年9月,全球门店超4.5万家,覆盖中国及海外11国(包括印尼、越南、澳大利亚等),海外门店约4800家。仅中国三线及以下城市门店占比就达57.2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1dd4e74d6bc99c17ccca3baca8506375\" title=\"\" tg-width=\"726\" tg-height=\"642\"/></p></li><li><p><strong>产品矩阵</strong>:王牌品牌“蜜雪冰城”(茶饮)贡献95%以上收入,副牌“幸运咖”(咖啡)加速扩张,2024年前9个月卖出71亿杯饮品,冰鲜柠檬水、冰淇淋单品销量均破10亿杯。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a542898355d4d6eda89e1ffbabeddcc2\" title=\"\" tg-width=\"1122\" tg-height=\"628\"/></p><ul style=\"\"><li><p><strong>供应链狠角色</strong>:自建五大生产基地(年产能165万吨)、全球38国采购网络、27个仓库组成的物流体系,90%中国县级区域实现12小时配送,堪称“奶茶界的基建狂魔”。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8d835a084cd523ba6b30fb44cb14ee9\" title=\"\" tg-width=\"1183\" tg-height=\"685\"/></p><hr/><h3 id=\"id_498175274\" style=\"text-align: start;\">吸金力Max的财务表现</h3><ul style=\"\"><li><p><strong>营收增长</strong>:2022年至2024年前9个月,收入从135.76亿元飙至186.6亿元,年复合增长率超40%。</p></li><li><p><strong>利润狂飙</strong>:同期净利润从20.13亿元跃升至34.91亿元,2024年前9个月净利率高达18.7%,比2022年提升近4个百分点。</p></li><li><p><strong>现金流充沛</strong>:账上现金近60亿,经营活动现金流51亿,妥妥的“现金奶牛”。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dcc4d638c7e64d1b5edc886c5e79a05\" title=\"\" tg-width=\"781\" tg-height=\"792\"/></p><hr/><h3 id=\"id_423560647\" style=\"text-align: start;\">基石投资者阵容:国际资本抢滩“奶茶经济”</h3><p style=\"text-align: start;\">蜜雪冰城此次IPO引入5家豪华基石投资者,合计认购2亿美元(约15.58亿港元),堪称“全明星阵容”:</p><ol start=\"1\" style=\"\"><li><p><strong>M&G Investments(英卓投资管理)</strong>:英国资管巨头,豪掷6000万美元,首次重仓中国消费股。</p></li><li><p><strong>红杉中国</strong>:消费赛道老玩家,加码6000万美元,持续押注现制饮品风口。</p></li><li><p><strong>博裕资本</strong>:4000万美元入场,曾投资阿里、美团,此次瞄准蜜雪冰城下沉市场潜力。</p></li><li><p><strong>高瓴资本 & 美团龙珠</strong>:Pre-IPO轮已布局,此次再跟投,用真金白银为“雪王”全球化站台。</p></li></ol><hr/><h3 id=\"id_3235828881\" style=\"text-align: start;\">未来看点:奶茶江湖的超级巨头如何破局?</h3><p style=\"text-align: start;\">蜜雪冰城的目标不仅是“全球门店第一”,更计划借上市东风加码供应链、数字化和海外扩张。东南亚市场(印尼、越南)已成海外主战场,未来或向欧美渗透。</p><p style=\"text-align: start;\">而“幸运咖”能否复制蜜雪冰城的平价神话,与瑞幸、星巴克正面刚,也值得期待。</p><p style=\"text-align: start;\">从郑州街边小店到港股准上市公司,蜜雪冰城用28年时间证明,“高质平价”才是消费赛道的终极密码。这次IPO能否让“雪王”在全球饮品市场再下一城?3月3日港交所见分晓。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/31eabfc11a6fe44344227805925267a0","relate_stocks":{"02097":"蜜雪集团"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183321781","content_text":"上周五(2月21日)开启招股的茶饮巨头 蜜雪集团 认购情况火热,截至发稿融资申购金额已达到6622亿港元,孖展倍数超1916.96倍:老虎国际已加开【全员108倍】杠杆额度,需1手本金,最低需申购 100 手,孖展利率0%!补额时间:已开启无限额度申购截止:2025.02.26 8:00(预计)招股信息速递:每股202.5港元,募资约33亿港元招股时间:2月21日至2月26日,3月3日正式敲钟。发行规模:全球发售1705.99万股,其中国际配售占90%(约1535.39万股),香港公开发售占10%(约170.60万股)。发行价:每股202.50港元,每手100股,入场费约2万港元。保荐天团:美林证券、高盛和瑞银集团三大投行保驾护航。募资用途:约70%用于扩大供应链及产能,15%投入数字化升级,10%拓展海外市场,5%补充营运资金。公司档案:从“寒流刨冰”到全球现制饮品霸主门店规模:截至2024年9月,全球门店超4.5万家,覆盖中国及海外11国(包括印尼、越南、澳大利亚等),海外门店约4800家。仅中国三线及以下城市门店占比就达57.2%。产品矩阵:王牌品牌“蜜雪冰城”(茶饮)贡献95%以上收入,副牌“幸运咖”(咖啡)加速扩张,2024年前9个月卖出71亿杯饮品,冰鲜柠檬水、冰淇淋单品销量均破10亿杯。供应链狠角色:自建五大生产基地(年产能165万吨)、全球38国采购网络、27个仓库组成的物流体系,90%中国县级区域实现12小时配送,堪称“奶茶界的基建狂魔”。吸金力Max的财务表现营收增长:2022年至2024年前9个月,收入从135.76亿元飙至186.6亿元,年复合增长率超40%。利润狂飙:同期净利润从20.13亿元跃升至34.91亿元,2024年前9个月净利率高达18.7%,比2022年提升近4个百分点。现金流充沛:账上现金近60亿,经营活动现金流51亿,妥妥的“现金奶牛”。基石投资者阵容:国际资本抢滩“奶茶经济”蜜雪冰城此次IPO引入5家豪华基石投资者,合计认购2亿美元(约15.58亿港元),堪称“全明星阵容”:M&G Investments(英卓投资管理):英国资管巨头,豪掷6000万美元,首次重仓中国消费股。红杉中国:消费赛道老玩家,加码6000万美元,持续押注现制饮品风口。博裕资本:4000万美元入场,曾投资阿里、美团,此次瞄准蜜雪冰城下沉市场潜力。高瓴资本 & 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