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liupeng
2021-09-21
骗子！！！信誉崩塌，什么都不行了！！
许家印中秋致信恒大全员：全力以赴履行好社会责任
liupeng
2020-06-05
不错的知识
liupeng
2023-02-06
这篇文章不错，转发给大家看看
抱歉，原内容已删除
liupeng
2021-09-20
厉害了，大佬就是这样
liupeng
2021-07-16
好好看看
抱歉，原内容已删除
liupeng
2021-07-16
https://www.laohu8.com/m/post/929839318?invite=3TJZT&lang=zh_CN
liupeng
2021-07-16
这篇文章不错，转发给大家看看
@gugu:2021年上半年复盘：不愿意持有1年以上的票，就不要买入
liupeng
2020-10-26
这篇文章不错，转发给大家看看
两只大放异彩的超级增长股
liupeng
2020-06-05
好知识，值得分享
去老虎APP查看更多动态
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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>许家印中秋致信恒大全员：全力以赴履行好社会责任</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; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n许家印中秋致信恒大全员：全力以赴履行好社会责任\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-21 10:06 北京时间 <a href=http://hk.eastmoney.com/a/202109212110999354_0.html><strong>乐居财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月21日中秋节，一封许家印写给恒大全体员工的“家书”曝光。在信中，许家印深情感谢员工的辛苦付出，向员工家属致敬，并坚信恒大一定能尽快走出至暗时刻，加快推进全面复工复产，实现“保交楼”目标，向购房者、投资者、合作伙伴和金融机构交出一份敢担当、负责任的答卷。\n附：许家印“家书”全文\n各级领导、各位同事：\n值此中秋佳节，我衷心祝愿你们及家人节日快乐、阖家安康！向仍然奋战在复工复产第一线的全体员工致以最...</p>\n\n<a href=\"http://hk.eastmoney.com/a/202109212110999354_0.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/00b07da4062e585448ca1db5a4d21326","relate_stocks":{"161912":"社会责任","03333":"中国恒大"},"source_url":"http://hk.eastmoney.com/a/202109212110999354_0.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2169682459","content_text":"9月21日中秋节，一封许家印写给恒大全体员工的“家书”曝光。在信中，许家印深情感谢员工的辛苦付出，向员工家属致敬，并坚信恒大一定能尽快走出至暗时刻，加快推进全面复工复产，实现“保交楼”目标，向购房者、投资者、合作伙伴和金融机构交出一份敢担当、负责任的答卷。\n附：许家印“家书”全文\n各级领导、各位同事：\n值此中秋佳节，我衷心祝愿你们及家人节日快乐、阖家安康！向仍然奋战在复工复产第一线的全体员工致以最诚挚的问候！\n当前，公司遇到了前所未有的巨大困难，全体恒大员工都经受着从未有过的严峻挑战。各级领导排除万难、身先士卒、没日没夜，是保障公司大局稳定的中流砥柱。在这里，我向大家致以最真诚的感谢，向支持你们、默默承受了巨大牺牲的家人致以最崇高的敬意！\n一直以来，我为公司拥有一支忠心耿耿、任劳任怨、不计得失的恒大铁军，感到无比自豪。我坚信，恒大人永不服输、越挫越强的精神，是我们战胜一切困难的力量之源！我更加坚信，通过各级领导和全体员工的共同努力、艰苦奋斗，恒大一定能尽快走出至暗时刻，一定能加快推进全面复工复产，一定能实现“保交楼”的重大目标，向购房者、投资者、合作伙伴和金融机构交出一份敢担当、负责任的答卷。\n人心齐，泰山移！同事们，让我们更加紧密团结起来，以百折不挠的勇气，坚韧不拔的精神，全力以赴履行好我们的社会责任，共同创造美好的未来！\n许家印\n2021年9月21日","news_type":1},"isVote":1,"tweetType":1,"viewCount":2615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860179873,"gmtCreate":1632148663992,"gmtModify":1632148663992,"author":{"id":"87043599011556","authorId":"87043599011556","name":"liupeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"87043599011556","authorIdStr":"87043599011556"},"themes":[],"htmlText":"厉害了，大佬就是这样","listText":"厉害了，大佬就是这样","text":"厉害了，大佬就是这样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860179873","isVote":1,"tweetType":1,"viewCount":3657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170113507,"gmtCreate":1626411301209,"gmtModify":1626411301209,"author":{"id":"87043599011556","authorId":"87043599011556","name":"liupeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"87043599011556","authorIdStr":"87043599011556"},"themes":[],"htmlText":"好好看看","listText":"好好看看","text":"好好看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170113507","repostId":"2103137137","repostType":2,"isVote":1,"tweetType":1,"viewCount":2200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":147437819,"gmtCreate":1626376930031,"gmtModify":1626376930031,"author":{"id":"87043599011556","authorId":"87043599011556","name":"liupeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"87043599011556","authorIdStr":"87043599011556"},"themes":[],"htmlText":"https://www.laohu8.com/m/post/929839318?invite=3TJZT&lang=zh_CN","listText":"https://www.laohu8.com/m/post/929839318?invite=3TJZT&lang=zh_CN","text":"https://www.laohu8.com/m/post/929839318?invite=3TJZT&lang=zh_CN","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147437819","isVote":1,"tweetType":1,"viewCount":1490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147437908,"gmtCreate":1626376829004,"gmtModify":1626376829004,"author":{"id":"87043599011556","authorId":"87043599011556","name":"liupeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"87043599011556","authorIdStr":"87043599011556"},"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/147437908","repostId":"144321171","repostType":1,"repost":{"id":144321171,"gmtCreate":1626269270393,"gmtModify":1626344323035,"author":{"id":"387611620380","authorId":"387611620380","name":"gugu","avatar":"https://static.laohu8.com/tiger_upload_file_1449509381.png","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"387611620380","authorIdStr":"387611620380"},"themes":[],"title":"2021年上半年复盘：不愿意持有1年以上的票，就不要买入","htmlText":"上半年A股账户盈利4%，老虎账户盈利11.5%。盈利结果，符合预期。A股消费一直高位盘整，中免股价冲高后回落了，中概表现也不好，只有美股依旧牛气。 我一直拿着芯片上游龙头<a target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> ，受益于各国芯片制造的竞赛，21年Q1收入增长79%，净利103亿人民币，同比增长240%，今年上半年股价涨了38%。而<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 收入增长16%，利润增长19%，上半年股价涨了10%。去年英特尔芯片代工交给台积电的传闻早已烟消云散，现在中国、美国、韩国和日本，都在发力建设晶圆厂。台积电一直认为，中国芯片制作落后了5年；美国工程师人员工资太高，芯片价格没有竞争力；台积电最大竞争对手是三星。芯片代工生产的终局，让我们一起拭目以待。美股龙头盈利增速，完全能支撑股价的涨幅。股价比较实！！！ 国内经济上半年最大亮点是出口增长迅猛，消费却一直低迷。除了消费的增长乏力之外，消费股的高估也让投资者却步，整体板块一直盘整中。我的中免也就一直在调整中，只有个别持续有高增长的消费板块，比如医美、ai服务机器人（扫地机器人），受到资金的追捧。医美，我觉得风险比较大，这个板块的里面的龙头企业，无法挡住领域新晋者，华东医药等靠代理海外肉毒素和玻尿酸产品，也杀入这个赛道，哪家公司是最后的幸存者很难预判。中免盘整一下挺好，风险更低，年前最后一个交日易2月10日那日摸到7500亿市值，那是我估算2022年的合理市值。再要是涨上去，就要止盈了。作为个人投资者，我不希望手中的股票太火，最好每年慢慢涨，拿的时间越长，才能赚得更多。 这次重点复盘了账户的逐笔交易，上半年一共交易32个票，但实际上","listText":"上半年A股账户盈利4%，老虎账户盈利11.5%。盈利结果，符合预期。A股消费一直高位盘整，中免股价冲高后回落了，中概表现也不好，只有美股依旧牛气。 我一直拿着芯片上游龙头<a target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> ，受益于各国芯片制造的竞赛，21年Q1收入增长79%，净利103亿人民币，同比增长240%，今年上半年股价涨了38%。而<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 收入增长16%，利润增长19%，上半年股价涨了10%。去年英特尔芯片代工交给台积电的传闻早已烟消云散，现在中国、美国、韩国和日本，都在发力建设晶圆厂。台积电一直认为，中国芯片制作落后了5年；美国工程师人员工资太高，芯片价格没有竞争力；台积电最大竞争对手是三星。芯片代工生产的终局，让我们一起拭目以待。美股龙头盈利增速，完全能支撑股价的涨幅。股价比较实！！！ 国内经济上半年最大亮点是出口增长迅猛，消费却一直低迷。除了消费的增长乏力之外，消费股的高估也让投资者却步，整体板块一直盘整中。我的中免也就一直在调整中，只有个别持续有高增长的消费板块，比如医美、ai服务机器人（扫地机器人），受到资金的追捧。医美，我觉得风险比较大，这个板块的里面的龙头企业，无法挡住领域新晋者，华东医药等靠代理海外肉毒素和玻尿酸产品，也杀入这个赛道，哪家公司是最后的幸存者很难预判。中免盘整一下挺好，风险更低，年前最后一个交日易2月10日那日摸到7500亿市值，那是我估算2022年的合理市值。再要是涨上去，就要止盈了。作为个人投资者，我不希望手中的股票太火，最好每年慢慢涨，拿的时间越长，才能赚得更多。 这次重点复盘了账户的逐笔交易，上半年一共交易32个票，但实际上","text":"上半年A股账户盈利4%，老虎账户盈利11.5%。盈利结果，符合预期。A股消费一直高位盘整，中免股价冲高后回落了，中概表现也不好，只有美股依旧牛气。 我一直拿着芯片上游龙头$阿斯麦(ASML)$ ，受益于各国芯片制造的竞赛，21年Q1收入增长79%，净利103亿人民币，同比增长240%，今年上半年股价涨了38%。而$台积电(TSM)$ 收入增长16%，利润增长19%，上半年股价涨了10%。去年英特尔芯片代工交给台积电的传闻早已烟消云散，现在中国、美国、韩国和日本，都在发力建设晶圆厂。台积电一直认为，中国芯片制作落后了5年；美国工程师人员工资太高，芯片价格没有竞争力；台积电最大竞争对手是三星。芯片代工生产的终局，让我们一起拭目以待。美股龙头盈利增速，完全能支撑股价的涨幅。股价比较实！！！ 国内经济上半年最大亮点是出口增长迅猛，消费却一直低迷。除了消费的增长乏力之外，消费股的高估也让投资者却步，整体板块一直盘整中。我的中免也就一直在调整中，只有个别持续有高增长的消费板块，比如医美、ai服务机器人（扫地机器人），受到资金的追捧。医美，我觉得风险比较大，这个板块的里面的龙头企业，无法挡住领域新晋者，华东医药等靠代理海外肉毒素和玻尿酸产品，也杀入这个赛道，哪家公司是最后的幸存者很难预判。中免盘整一下挺好，风险更低，年前最后一个交日易2月10日那日摸到7500亿市值，那是我估算2022年的合理市值。再要是涨上去，就要止盈了。作为个人投资者，我不希望手中的股票太火，最好每年慢慢涨，拿的时间越长，才能赚得更多。 这次重点复盘了账户的逐笔交易，上半年一共交易32个票，但实际上","images":[{"img":"https://static.tigerbbs.com/499e15eeecc30df0598698c9d28f155d","width":"640","height":"356"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144321171","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301538352,"gmtCreate":1603679999376,"gmtModify":1703830325362,"author":{"id":"87043599011556","authorId":"87043599011556","name":"liupeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"87043599011556","authorIdStr":"87043599011556"},"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/301538352","repostId":"2068794111","repostType":2,"repost":{"id":"2068794111","kind":"news","pubTimestamp":1600371984,"share":"https://www.laohu8.com/m/news/2068794111?lang=&edition=full","pubTime":"2020-09-18 03:46","market":"us","language":"zh","title":"两只大放异彩的超级增长股","url":"https://stock-news.laohu8.com/highlight/detail?id=2068794111","media":"金融界网站","summary":"许多高增长的科技公司股价最近都狂牛上身。投资者对于收入激增和业务稳健无不流口水，争相追捧这类股票。如果您因为这批增长股近期大升特升，开始留意这类颠覆行业的公司，那么值得看看以下两只优质股： Twili","content":"<html><body><article><p>许多高增长的科技公司股价最近都狂牛上身。投资者对于收入激增和业务稳健无不流口水，争相追捧这类股票。如果您因为这批增长股近期大升特升，开始留意这类颠覆行业的公司，那么值得看看以下两只优质股： Twilio和 Roku。</p><p>Twilio 专门为开发商提供云端通讯工具和服务， Roku 则是美国电视作业系统的龙头。这两只增长股的业务模式都是历久不衰。另外，各自的市场都有广阔发展潜力。</p><p><strong>Twilio</strong></p><p>您使用Lyft 、Airbnb、Yelp和Shopify 等公司的服务时，可有想过相关通讯工具背后的技术来自哪里？这个领域的市场龙头就是 Twilio，专门为刚刚提过的客户提供核心通讯技术。Twilio为全球许多大型科技公司提供各式各样的数码通讯工具，包括自动短讯（SMS）、语音和视像聊天、即时通讯等等。</p><p>Twilio为客户提供的服务有两类收费模式：定期月费和预付特定服务，业务模式在规模上享有灵活弹性。公司可利用已有的技术，吸引新客户，同时在现有客户身上推动收入增加。</p><p>Twilio第一季收入按年增长57%，活跃客户帐户增长23% 。另外，收入净扩张率（dollar-based net expansion rate）达143% ，相当强劲，同样带动收入节节上升。该数字属于重要指标，比较公司同一批客户去年贡献的总收入。如果不计算公司收购的电邮通讯公司SendGrid带来的收入升幅，该数字在第一季则为135%。</p><p><strong>Roku</strong></p><p>联网电视，或互联网电视，过去十年高速发展。联网电视在消费者中间迅速普及，一看就知 NETFlix 是大赢家，已经家传户晓。但未来十年，联网电视市场将会更加成熟，将有一家规模较小的公司大大受惠，这就是： Roku 。</p><p>Roku已是美国最大的联网电视平台，估计约有1亿观众，Roku已成为所有串流媒体服务必选的重要平台。另外，有一点跟Netflix不同，无论是按需点播订阅服务（SVOD），或是含广告点播（AVOD），这两种服务的发展都对 Roku有利，因为Roku的业务模式，可同时对平台上的订阅服务和广告抽佣。</p><p>Roku的收入一直在急升，第一季按年增长55% 。眼见企业都要关闭，各地实施社交隔离，以致企业的营销支出可能大减，所以Roku的收入增长预计将会放缓，但由于公司在这个新兴市场占尽优势，享有龙头地位，随着 SVOD 市场不断发展，而营销商逐步将广告预算从传统电视转到串流电视，Roku长远增长空间广阔。</p><p>未来几星期，投资者将会看到两家公司的最新业绩。Twilio 计划在8月4日公布第二季业绩，而Roku就会在第二日公布季绩。</p></article></body></html>","source":"tencent","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>两只大放异彩的超级增长股</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{ 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.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两只大放异彩的超级增长股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-18 03:46 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202009180346327969cc2b&s=b><strong>金融界网站</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>许多高增长的科技公司股价最近都狂牛上身。投资者对于收入激增和业务稳健无不流口水，争相追捧这类股票。如果您因为这批增长股近期大升特升，开始留意这类颠覆行业的公司，那么值得看看以下两只优质股： Twilio和 Roku。Twilio 专门为开发商提供云端通讯工具和服务， Roku 则是美国电视作业系统的龙头。这两只增长股的业务模式都是历久不衰。另外，各自的市场都有广阔发展潜力。Twilio您使用...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202009180346327969cc2b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6696a7804fc125e32c38f848d97c02f7","relate_stocks":{"TWLO":"Twilio Inc","ROKU":"Roku Inc"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202009180346327969cc2b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2068794111","content_text":"许多高增长的科技公司股价最近都狂牛上身。投资者对于收入激增和业务稳健无不流口水，争相追捧这类股票。如果您因为这批增长股近期大升特升，开始留意这类颠覆行业的公司，那么值得看看以下两只优质股： Twilio和 Roku。Twilio 专门为开发商提供云端通讯工具和服务， Roku 则是美国电视作业系统的龙头。这两只增长股的业务模式都是历久不衰。另外，各自的市场都有广阔发展潜力。Twilio您使用Lyft 、Airbnb、Yelp和Shopify 等公司的服务时，可有想过相关通讯工具背后的技术来自哪里？这个领域的市场龙头就是 Twilio，专门为刚刚提过的客户提供核心通讯技术。Twilio为全球许多大型科技公司提供各式各样的数码通讯工具，包括自动短讯（SMS）、语音和视像聊天、即时通讯等等。Twilio为客户提供的服务有两类收费模式：定期月费和预付特定服务，业务模式在规模上享有灵活弹性。公司可利用已有的技术，吸引新客户，同时在现有客户身上推动收入增加。Twilio第一季收入按年增长57%，活跃客户帐户增长23% 。另外，收入净扩张率（dollar-based net expansion rate）达143% ，相当强劲，同样带动收入节节上升。该数字属于重要指标，比较公司同一批客户去年贡献的总收入。如果不计算公司收购的电邮通讯公司SendGrid带来的收入升幅，该数字在第一季则为135%。Roku联网电视，或互联网电视，过去十年高速发展。联网电视在消费者中间迅速普及，一看就知 NETFlix 是大赢家，已经家传户晓。但未来十年，联网电视市场将会更加成熟，将有一家规模较小的公司大大受惠，这就是： Roku 。Roku已是美国最大的联网电视平台，估计约有1亿观众，Roku已成为所有串流媒体服务必选的重要平台。另外，有一点跟Netflix不同，无论是按需点播订阅服务（SVOD），或是含广告点播（AVOD），这两种服务的发展都对 Roku有利，因为Roku的业务模式，可同时对平台上的订阅服务和广告抽佣。Roku的收入一直在急升，第一季按年增长55% 。眼见企业都要关闭，各地实施社交隔离，以致企业的营销支出可能大减，所以Roku的收入增长预计将会放缓，但由于公司在这个新兴市场占尽优势，享有龙头地位，随着 SVOD 市场不断发展，而营销商逐步将广告预算从传统电视转到串流电视，Roku长远增长空间广阔。未来几星期，投资者将会看到两家公司的最新业绩。Twilio 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10:06","market":"us","language":"zh","title":"许家印中秋致信恒大全员：全力以赴履行好社会责任","url":"https://stock-news.laohu8.com/highlight/detail?id=2169682459","media":"乐居财经","summary":"【许家印中秋致信恒大全员：全力以赴履行好社会责任】9月21日中秋节，一封许家印写给恒大全体员工的“家书”曝光。在信中，许家印深情感谢员工的辛苦付出，向员工家属致敬，并坚信恒大一定能尽快走出至暗时刻，加快推进全面复工复产，实现“保交楼”目标，向购房者、投资者、合作伙伴和金融机构交出一份敢担当、负责任的答卷。（乐居财经）","content":"<p>9月21日中秋节，一封许家印写给恒大全体员工的“家书”曝光。在信中，许家印深情感谢员工的辛苦付出，向员工家属致敬，并坚信恒大一定能尽快走出至暗时刻，加快推进全面复工复产，实现“保交楼”目标，向购房者、投资者、合作伙伴和金融机构交出一份敢担当、负责任的答卷。</p>\n<p><b>附：许家印“家书”全文</b></p>\n<p>各级领导、各位同事：</p>\n<p>值此中秋佳节，我衷心祝愿你们及家人节日快乐、阖家安康！向仍然奋战在复工复产第一线的全体员工致以最诚挚的问候！</p>\n<p>当前，公司遇到了前所未有的巨大困难，全体恒大员工都经受着从未有过的严峻挑战。各级领导排除万难、身先士卒、没日没夜，是保障公司大局稳定的中流砥柱。在这里，我向大家致以最真诚的感谢，向支持你们、默默承受了巨大牺牲的家人致以最崇高的敬意！</p>\n<p>一直以来，我为公司拥有一支忠心耿耿、任劳任怨、不计得失的恒大铁军，感到无比自豪。我坚信，恒大人永不服输、越挫越强的精神，是我们战胜一切困难的力量之源！我更加坚信，通过各级领导和全体员工的共同努力、艰苦奋斗，恒大一定能尽快走出至暗时刻，一定能加快推进全面复工复产，一定能实现“保交楼”的重大目标，向购房者、投资者、合作伙伴和金融机构交出一份敢担当、负责任的答卷。</p>\n<p>人心齐，泰山移！同事们，让我们更加紧密团结起来，以百折不挠的勇气，坚韧不拔的精神，全力以赴履行好我们的社会责任，共同创造美好的未来！</p>\n<p>许家印</p>\n<p>2021年9月21日</p>","source":"eastmoney_highlight","collect":0,"html":"<!DOCTYPE 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href=http://hk.eastmoney.com/a/202109212110999354_0.html><strong>乐居财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月21日中秋节，一封许家印写给恒大全体员工的“家书”曝光。在信中，许家印深情感谢员工的辛苦付出，向员工家属致敬，并坚信恒大一定能尽快走出至暗时刻，加快推进全面复工复产，实现“保交楼”目标，向购房者、投资者、合作伙伴和金融机构交出一份敢担当、负责任的答卷。\n附：许家印“家书”全文\n各级领导、各位同事：\n值此中秋佳节，我衷心祝愿你们及家人节日快乐、阖家安康！向仍然奋战在复工复产第一线的全体员工致以最...</p>\n\n<a href=\"http://hk.eastmoney.com/a/202109212110999354_0.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/00b07da4062e585448ca1db5a4d21326","relate_stocks":{"161912":"社会责任","03333":"中国恒大"},"source_url":"http://hk.eastmoney.com/a/202109212110999354_0.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2169682459","content_text":"9月21日中秋节，一封许家印写给恒大全体员工的“家书”曝光。在信中，许家印深情感谢员工的辛苦付出，向员工家属致敬，并坚信恒大一定能尽快走出至暗时刻，加快推进全面复工复产，实现“保交楼”目标，向购房者、投资者、合作伙伴和金融机构交出一份敢担当、负责任的答卷。\n附：许家印“家书”全文\n各级领导、各位同事：\n值此中秋佳节，我衷心祝愿你们及家人节日快乐、阖家安康！向仍然奋战在复工复产第一线的全体员工致以最诚挚的问候！\n当前，公司遇到了前所未有的巨大困难，全体恒大员工都经受着从未有过的严峻挑战。各级领导排除万难、身先士卒、没日没夜，是保障公司大局稳定的中流砥柱。在这里，我向大家致以最真诚的感谢，向支持你们、默默承受了巨大牺牲的家人致以最崇高的敬意！\n一直以来，我为公司拥有一支忠心耿耿、任劳任怨、不计得失的恒大铁军，感到无比自豪。我坚信，恒大人永不服输、越挫越强的精神，是我们战胜一切困难的力量之源！我更加坚信，通过各级领导和全体员工的共同努力、艰苦奋斗，恒大一定能尽快走出至暗时刻，一定能加快推进全面复工复产，一定能实现“保交楼”的重大目标，向购房者、投资者、合作伙伴和金融机构交出一份敢担当、负责任的答卷。\n人心齐，泰山移！同事们，让我们更加紧密团结起来，以百折不挠的勇气，坚韧不拔的精神，全力以赴履行好我们的社会责任，共同创造美好的未来！\n许家印\n2021年9月21日","news_type":1},"isVote":1,"tweetType":1,"viewCount":2615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":958460217,"gmtCreate":1591355011539,"gmtModify":1704195449724,"author":{"id":"87043599011556","authorId":"87043599011556","name":"liupeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"87043599011556","authorIdStr":"87043599011556"},"themes":[],"htmlText":"不错的知识","listText":"不错的知识","text":"不错的知识","images":[{"img":"https://static.tigerbbs.com/fa19824d41fe5afc3c19bef5feacb722","width":"750","height":"1896"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/958460217","isVote":1,"tweetType":1,"viewCount":3476,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":622214141,"gmtCreate":1675659153484,"gmtModify":1675659155387,"author":{"id":"87043599011556","authorId":"87043599011556","name":"liupeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"87043599011556","authorIdStr":"87043599011556"},"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/622214141","repostId":"16467085645380","repostType":17,"isVote":1,"tweetType":1,"viewCount":1838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860179873,"gmtCreate":1632148663992,"gmtModify":1632148663992,"author":{"id":"87043599011556","authorId":"87043599011556","name":"liupeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"87043599011556","authorIdStr":"87043599011556"},"themes":[],"htmlText":"厉害了，大佬就是这样","listText":"厉害了，大佬就是这样","text":"厉害了，大佬就是这样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860179873","isVote":1,"tweetType":1,"viewCount":3657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170113507,"gmtCreate":1626411301209,"gmtModify":1626411301209,"author":{"id":"87043599011556","authorId":"87043599011556","name":"liupeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"87043599011556","authorIdStr":"87043599011556"},"themes":[],"htmlText":"好好看看","listText":"好好看看","text":"好好看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170113507","repostId":"2103137137","repostType":2,"isVote":1,"tweetType":1,"viewCount":2200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":147437819,"gmtCreate":1626376930031,"gmtModify":1626376930031,"author":{"id":"87043599011556","authorId":"87043599011556","name":"liupeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"87043599011556","authorIdStr":"87043599011556"},"themes":[],"htmlText":"https://www.laohu8.com/m/post/929839318?invite=3TJZT&lang=zh_CN","listText":"https://www.laohu8.com/m/post/929839318?invite=3TJZT&lang=zh_C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我一直拿着芯片上游龙头<a target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> ，受益于各国芯片制造的竞赛，21年Q1收入增长79%，净利103亿人民币，同比增长240%，今年上半年股价涨了38%。而<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 收入增长16%，利润增长19%，上半年股价涨了10%。去年英特尔芯片代工交给台积电的传闻早已烟消云散，现在中国、美国、韩国和日本，都在发力建设晶圆厂。台积电一直认为，中国芯片制作落后了5年；美国工程师人员工资太高，芯片价格没有竞争力；台积电最大竞争对手是三星。芯片代工生产的终局，让我们一起拭目以待。美股龙头盈利增速，完全能支撑股价的涨幅。股价比较实！！！ 国内经济上半年最大亮点是出口增长迅猛，消费却一直低迷。除了消费的增长乏力之外，消费股的高估也让投资者却步，整体板块一直盘整中。我的中免也就一直在调整中，只有个别持续有高增长的消费板块，比如医美、ai服务机器人（扫地机器人），受到资金的追捧。医美，我觉得风险比较大，这个板块的里面的龙头企业，无法挡住领域新晋者，华东医药等靠代理海外肉毒素和玻尿酸产品，也杀入这个赛道，哪家公司是最后的幸存者很难预判。中免盘整一下挺好，风险更低，年前最后一个交日易2月10日那日摸到7500亿市值，那是我估算2022年的合理市值。再要是涨上去，就要止盈了。作为个人投资者，我不希望手中的股票太火，最好每年慢慢涨，拿的时间越长，才能赚得更多。 这次重点复盘了账户的逐笔交易，上半年一共交易32个票，但实际上","listText":"上半年A股账户盈利4%，老虎账户盈利11.5%。盈利结果，符合预期。A股消费一直高位盘整，中免股价冲高后回落了，中概表现也不好，只有美股依旧牛气。 我一直拿着芯片上游龙头<a target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> ，受益于各国芯片制造的竞赛，21年Q1收入增长79%，净利103亿人民币，同比增长240%，今年上半年股价涨了38%。而<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 收入增长16%，利润增长19%，上半年股价涨了10%。去年英特尔芯片代工交给台积电的传闻早已烟消云散，现在中国、美国、韩国和日本，都在发力建设晶圆厂。台积电一直认为，中国芯片制作落后了5年；美国工程师人员工资太高，芯片价格没有竞争力；台积电最大竞争对手是三星。芯片代工生产的终局，让我们一起拭目以待。美股龙头盈利增速，完全能支撑股价的涨幅。股价比较实！！！ 国内经济上半年最大亮点是出口增长迅猛，消费却一直低迷。除了消费的增长乏力之外，消费股的高估也让投资者却步，整体板块一直盘整中。我的中免也就一直在调整中，只有个别持续有高增长的消费板块，比如医美、ai服务机器人（扫地机器人），受到资金的追捧。医美，我觉得风险比较大，这个板块的里面的龙头企业，无法挡住领域新晋者，华东医药等靠代理海外肉毒素和玻尿酸产品，也杀入这个赛道，哪家公司是最后的幸存者很难预判。中免盘整一下挺好，风险更低，年前最后一个交日易2月10日那日摸到7500亿市值，那是我估算2022年的合理市值。再要是涨上去，就要止盈了。作为个人投资者，我不希望手中的股票太火，最好每年慢慢涨，拿的时间越长，才能赚得更多。 这次重点复盘了账户的逐笔交易，上半年一共交易32个票，但实际上","text":"上半年A股账户盈利4%，老虎账户盈利11.5%。盈利结果，符合预期。A股消费一直高位盘整，中免股价冲高后回落了，中概表现也不好，只有美股依旧牛气。 我一直拿着芯片上游龙头$阿斯麦(ASML)$ ，受益于各国芯片制造的竞赛，21年Q1收入增长79%，净利103亿人民币，同比增长240%，今年上半年股价涨了38%。而$台积电(TSM)$ 收入增长16%，利润增长19%，上半年股价涨了10%。去年英特尔芯片代工交给台积电的传闻早已烟消云散，现在中国、美国、韩国和日本，都在发力建设晶圆厂。台积电一直认为，中国芯片制作落后了5年；美国工程师人员工资太高，芯片价格没有竞争力；台积电最大竞争对手是三星。芯片代工生产的终局，让我们一起拭目以待。美股龙头盈利增速，完全能支撑股价的涨幅。股价比较实！！！ 国内经济上半年最大亮点是出口增长迅猛，消费却一直低迷。除了消费的增长乏力之外，消费股的高估也让投资者却步，整体板块一直盘整中。我的中免也就一直在调整中，只有个别持续有高增长的消费板块，比如医美、ai服务机器人（扫地机器人），受到资金的追捧。医美，我觉得风险比较大，这个板块的里面的龙头企业，无法挡住领域新晋者，华东医药等靠代理海外肉毒素和玻尿酸产品，也杀入这个赛道，哪家公司是最后的幸存者很难预判。中免盘整一下挺好，风险更低，年前最后一个交日易2月10日那日摸到7500亿市值，那是我估算2022年的合理市值。再要是涨上去，就要止盈了。作为个人投资者，我不希望手中的股票太火，最好每年慢慢涨，拿的时间越长，才能赚得更多。 这次重点复盘了账户的逐笔交易，上半年一共交易32个票，但实际上","images":[{"img":"https://static.tigerbbs.com/499e15eeecc30df0598698c9d28f155d","width":"640","height":"356"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144321171","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301538352,"gmtCreate":1603679999376,"gmtModify":1703830325362,"author":{"id":"87043599011556","authorId":"87043599011556","name":"liupeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"87043599011556","authorIdStr":"87043599011556"},"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/301538352","repostId":"2068794111","repostType":2,"repost":{"id":"2068794111","kind":"news","pubTimestamp":1600371984,"share":"https://www.laohu8.com/m/news/2068794111?lang=&edition=full","pubTime":"2020-09-18 03:46","market":"us","language":"zh","title":"两只大放异彩的超级增长股","url":"https://stock-news.laohu8.com/highlight/detail?id=2068794111","media":"金融界网站","summary":"许多高增长的科技公司股价最近都狂牛上身。投资者对于收入激增和业务稳健无不流口水，争相追捧这类股票。如果您因为这批增长股近期大升特升，开始留意这类颠覆行业的公司，那么值得看看以下两只优质股： Twili","content":"<html><body><article><p>许多高增长的科技公司股价最近都狂牛上身。投资者对于收入激增和业务稳健无不流口水，争相追捧这类股票。如果您因为这批增长股近期大升特升，开始留意这类颠覆行业的公司，那么值得看看以下两只优质股： Twilio和 Roku。</p><p>Twilio 专门为开发商提供云端通讯工具和服务， Roku 则是美国电视作业系统的龙头。这两只增长股的业务模式都是历久不衰。另外，各自的市场都有广阔发展潜力。</p><p><strong>Twilio</strong></p><p>您使用Lyft 、Airbnb、Yelp和Shopify 等公司的服务时，可有想过相关通讯工具背后的技术来自哪里？这个领域的市场龙头就是 Twilio，专门为刚刚提过的客户提供核心通讯技术。Twilio为全球许多大型科技公司提供各式各样的数码通讯工具，包括自动短讯（SMS）、语音和视像聊天、即时通讯等等。</p><p>Twilio为客户提供的服务有两类收费模式：定期月费和预付特定服务，业务模式在规模上享有灵活弹性。公司可利用已有的技术，吸引新客户，同时在现有客户身上推动收入增加。</p><p>Twilio第一季收入按年增长57%，活跃客户帐户增长23% 。另外，收入净扩张率（dollar-based net expansion rate）达143% ，相当强劲，同样带动收入节节上升。该数字属于重要指标，比较公司同一批客户去年贡献的总收入。如果不计算公司收购的电邮通讯公司SendGrid带来的收入升幅，该数字在第一季则为135%。</p><p><strong>Roku</strong></p><p>联网电视，或互联网电视，过去十年高速发展。联网电视在消费者中间迅速普及，一看就知 NETFlix 是大赢家，已经家传户晓。但未来十年，联网电视市场将会更加成熟，将有一家规模较小的公司大大受惠，这就是： Roku 。</p><p>Roku已是美国最大的联网电视平台，估计约有1亿观众，Roku已成为所有串流媒体服务必选的重要平台。另外，有一点跟Netflix不同，无论是按需点播订阅服务（SVOD），或是含广告点播（AVOD），这两种服务的发展都对 Roku有利，因为Roku的业务模式，可同时对平台上的订阅服务和广告抽佣。</p><p>Roku的收入一直在急升，第一季按年增长55% 。眼见企业都要关闭，各地实施社交隔离，以致企业的营销支出可能大减，所以Roku的收入增长预计将会放缓，但由于公司在这个新兴市场占尽优势，享有龙头地位，随着 SVOD 市场不断发展，而营销商逐步将广告预算从传统电视转到串流电视，Roku长远增长空间广阔。</p><p>未来几星期，投资者将会看到两家公司的最新业绩。Twilio 计划在8月4日公布第二季业绩，而Roku就会在第二日公布季绩。</p></article></body></html>","source":"tencent","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\" 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.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两只大放异彩的超级增长股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-18 03:46 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202009180346327969cc2b&s=b><strong>金融界网站</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>许多高增长的科技公司股价最近都狂牛上身。投资者对于收入激增和业务稳健无不流口水，争相追捧这类股票。如果您因为这批增长股近期大升特升，开始留意这类颠覆行业的公司，那么值得看看以下两只优质股： Twilio和 Roku。Twilio 专门为开发商提供云端通讯工具和服务， Roku 则是美国电视作业系统的龙头。这两只增长股的业务模式都是历久不衰。另外，各自的市场都有广阔发展潜力。Twilio您使用...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202009180346327969cc2b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6696a7804fc125e32c38f848d97c02f7","relate_stocks":{"TWLO":"Twilio Inc","ROKU":"Roku Inc"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202009180346327969cc2b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2068794111","content_text":"许多高增长的科技公司股价最近都狂牛上身。投资者对于收入激增和业务稳健无不流口水，争相追捧这类股票。如果您因为这批增长股近期大升特升，开始留意这类颠覆行业的公司，那么值得看看以下两只优质股： Twilio和 Roku。Twilio 专门为开发商提供云端通讯工具和服务， Roku 则是美国电视作业系统的龙头。这两只增长股的业务模式都是历久不衰。另外，各自的市场都有广阔发展潜力。Twilio您使用Lyft 、Airbnb、Yelp和Shopify 等公司的服务时，可有想过相关通讯工具背后的技术来自哪里？这个领域的市场龙头就是 Twilio，专门为刚刚提过的客户提供核心通讯技术。Twilio为全球许多大型科技公司提供各式各样的数码通讯工具，包括自动短讯（SMS）、语音和视像聊天、即时通讯等等。Twilio为客户提供的服务有两类收费模式：定期月费和预付特定服务，业务模式在规模上享有灵活弹性。公司可利用已有的技术，吸引新客户，同时在现有客户身上推动收入增加。Twilio第一季收入按年增长57%，活跃客户帐户增长23% 。另外，收入净扩张率（dollar-based net expansion rate）达143% ，相当强劲，同样带动收入节节上升。该数字属于重要指标，比较公司同一批客户去年贡献的总收入。如果不计算公司收购的电邮通讯公司SendGrid带来的收入升幅，该数字在第一季则为135%。Roku联网电视，或互联网电视，过去十年高速发展。联网电视在消费者中间迅速普及，一看就知 NETFlix 是大赢家，已经家传户晓。但未来十年，联网电视市场将会更加成熟，将有一家规模较小的公司大大受惠，这就是： Roku 。Roku已是美国最大的联网电视平台，估计约有1亿观众，Roku已成为所有串流媒体服务必选的重要平台。另外，有一点跟Netflix不同，无论是按需点播订阅服务（SVOD），或是含广告点播（AVOD），这两种服务的发展都对 Roku有利，因为Roku的业务模式，可同时对平台上的订阅服务和广告抽佣。Roku的收入一直在急升，第一季按年增长55% 。眼见企业都要关闭，各地实施社交隔离，以致企业的营销支出可能大减，所以Roku的收入增长预计将会放缓，但由于公司在这个新兴市场占尽优势，享有龙头地位，随着 SVOD 市场不断发展，而营销商逐步将广告预算从传统电视转到串流电视，Roku长远增长空间广阔。未来几星期，投资者将会看到两家公司的最新业绩。Twilio 计划在8月4日公布第二季业绩，而Roku就会在第二日公布季绩。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":958469679,"gmtCreate":1591355260191,"gmtModify":1704195450762,"author":{"id":"87043599011556","authorId":"87043599011556","name":"liupeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"87043599011556","authorIdStr":"87043599011556"},"themes":[],"htmlText":"好知识，值得分享","listText":"好知识，值得分享","text":"好知识，值得分享","images":[{"img":"https://static.tigerbbs.com/aa8fe3c39b0e41bdd8f10f2bcea4874b","width":"750","height":"2016"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/958469679","isVote":1,"tweetType":1,"viewCount":2088,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}
