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让子弹飞一会吧
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让子弹飞一会吧
让子弹飞一会吧
·
2023-11-01
三十年不减持也不买了你
零跑汽车：公司创始人承诺10年内不减持
11月1日，$零跑汽车(09863)$在港交所公告，朱江明（本公司创始人、董事长兼首席执行官）及其配偶刘云珍、傅利泉及其配偶陈爱玲自愿承诺，自本公告日起未来10年内不以任何方式转让或减持其持有的本公司股份。
零跑汽车：公司创始人承诺10年内不减持
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让子弹飞一会吧
让子弹飞一会吧
·
2023-09-18
做空就对了
苹果iPhone 15预定量强劲，Q4出货量或接近9000万部
投行分析师称，此次iPhone 15系列预订量远高于市场预期，其中Pro/Pro Max更受欢迎。
苹果iPhone 15预定量强劲，Q4出货量或接近9000万部
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让子弹飞一会吧
让子弹飞一会吧
·
2023-09-08
支持拼多多，加仓，打爆空头
拼多多大跌，做空机构灰熊称其是一家“垂死的欺诈公司”
做空机构灰熊(Grizzly Research)发布了针对拼多多的做空报告。
拼多多大跌，做空机构灰熊称其是一家“垂死的欺诈公司”
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让子弹飞一会吧
让子弹飞一会吧
·
2023-08-19
180抄底，贵了不要
非常抱歉，此主贴已删除
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让子弹飞一会吧
让子弹飞一会吧
·
2023-07-31
你说一百就一百呀，
摩根大通降哔哩哔哩评级至减持 目标价下调至100港元
7月27日消息，摩根大通发表评级报告，预计爱奇艺的盈利将于未来数个季度上升，并将推动股价表现跑赢大市。该行同时认为，爱奇艺及哔哩哔哩的次季业绩均是首个催化剂。该行将哔哩哔哩评级由增持降至减持，目标价由210港元下调至100港元，并看好爱奇艺，评级增持，目标价11美元。另预期公司毛利率将扩大至23%，非通用会计准则经营亏损率将收窄至19%。维持对其买入评级，H股目标价由165港元下调至157港元。
摩根大通降哔哩哔哩评级至减持 目标价下调至100港元
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让子弹飞一会吧
让子弹飞一会吧
·
2023-07-12
自己
非常抱歉，此主贴已删除
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让子弹飞一会吧
让子弹飞一会吧
·
2023-07-12
自己没有本事，就知道逼逼
非常抱歉，此主贴已删除
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让子弹飞一会吧
让子弹飞一会吧
·
2023-07-07
$HQY 20230721 65.0 CALL$
这个行情还抓了一个期权不错
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让子弹飞一会吧
让子弹飞一会吧
·
2023-06-21
$维珍银河(SPCE)$
冲呀
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让子弹飞一会吧
让子弹飞一会吧
·
2023-06-17
还有谁
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06:19","market":"hk","language":"zh","title":"零跑汽车：公司创始人承诺10年内不减持","url":"https://stock-news.laohu8.com/highlight/detail?id=1124510266","media":"老虎资讯综合","summary":"11月1日，$零跑汽车(09863)$在港交所公告，朱江明（本公司创始人、董事长兼首席执行官）及其配偶刘云珍、傅利泉及其配偶陈爱玲自愿承诺，自本公告日起未来10年内不以任何方式转让或减持其持有的本公司股份。","content":"<html><head></head><body><p>11月1日，<a href=\"https://laohu8.com/S/09863\">零跑汽车</a>在港交所公告，朱江明（本公司创始人、董事长兼首席执行官）及其配偶刘云珍、傅利泉及其配偶陈爱玲自愿承诺，自本公告日起未来10年内不以任何方式转让或减持其持有的本公司股份。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3706a1d678d86cde74d15195360e9a6\" tg-width=\"788\" tg-height=\"1045\"/></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>零跑汽车：公司创始人承诺10年内不减持</title>\n<style 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href=\"https://laohu8.com/S/09863\">零跑汽车</a>在港交所公告，朱江明（本公司创始人、董事长兼首席执行官）及其配偶刘云珍、傅利泉及其配偶陈爱玲自愿承诺，自本公告日起未来10年内不以任何方式转让或减持其持有的本公司股份。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3706a1d678d86cde74d15195360e9a6\" tg-width=\"788\" tg-height=\"1045\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e0a0aedc0fb6045ceaaae640912af94c","relate_stocks":{"09863":"零跑汽车","BK1119":"汽车制造商"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124510266","content_text":"11月1日，零跑汽车在港交所公告，朱江明（本公司创始人、董事长兼首席执行官）及其配偶刘云珍、傅利泉及其配偶陈爱玲自愿承诺，自本公告日起未来10年内不以任何方式转让或减持其持有的本公司股份。","news_type":1,"symbols_score_info":{"09863":1}},"isVote":1,"tweetType":1,"viewCount":2441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":221198631477360,"gmtCreate":1695045680841,"gmtModify":1695045682452,"author":{"id":"3548215383558420","authorId":"3548215383558420","name":"让子弹飞一会吧","avatar":"https://static.tigerbbs.com/f247b1c4865bd9768c3ecd9e5556392d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548215383558420","authorIdStr":"3548215383558420"},"themes":[],"htmlText":"做空就对了","listText":"做空就对了","text":"做空就对了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/221198631477360","repostId":"2368969272","repostType":2,"repost":{"id":"2368969272","kind":"highlight","pubTimestamp":1695027627,"share":"https://www.laohu8.com/m/news/2368969272?lang=&edition=full","pubTime":"2023-09-18 17:00","market":"us","language":"zh","title":"苹果iPhone 15预定量强劲，Q4出货量或接近9000万部","url":"https://stock-news.laohu8.com/highlight/detail?id=2368969272","media":"金十数据","summary":"投行分析师称，此次iPhone 15系列预订量远高于市场预期，其中Pro/Pro Max更受欢迎。","content":"<html><head></head><body><blockquote><p>投行分析师称，此次iPhone 15系列预订量远高于市场预期，其中Pro/Pro Max更受欢迎。</p></blockquote><p>韦德布什分析师艾夫斯对<a href=\"https://laohu8.com/S/AAPL\">苹果</a>股票评级为“跑赢大盘”，目标价为240美元。</p><p>艾夫斯在一份报告中表示，<strong>周五开始的iPhone 15预订量远高于市场的普遍预期，同时较iPhone 14的预订量增长了约10-12%。</strong></p><p>该分析师表示，iPhone 15 Pro/Pro Max更受欢迎，其中Pro Max在美国、中国、印度和欧洲部分地区表现尤为强劲。他表示，这对手机平均销售单价（ASP）来说是个好兆头。<strong>他预估苹果ASP大概在925美元的范围内，较过去12个月上涨了约100美元。</strong></p><p>艾夫斯还指出，iPhone 15 Pro/Pro Max的交货/发货时间现<strong>已移至10月底至11月初。</strong>这位分析师还表示，</p><blockquote><p>“iPhone 15 Pro Max看起来在这个周期中脱颖而出。”</p></blockquote><p>他估计印度的预订量同比增长约25%，而中国的预订量则更为强劲。</p><blockquote><p>“我们相信市场份额会增加，虽然外界产生越来越多的怀疑，但苹果在中国的iPhone 15周期仍将保持稳定。”他补充道。</p></blockquote><p>艾夫斯表示，韦德布什本周末对亚洲供应链的观察增强了市场信心，<strong>即iPhone在假日季度（第四季度）的出货量可能接近9000万部。</strong>运营商的促销活动可能会有助于大力提升销量。</p><p><strong>对于2024财年，分析师预计iPhone销量将达到2.25亿部，平均售价也将不断上升。</strong>他补充道：</p><blockquote><p>“这说明了苹果公司对下一款iPhone发布的潜在需求情况，我行预计全球12亿iPhone用户中约有2.5亿以上在4年多的时间里没有升级过手机。”</p></blockquote></body></html>","source":"xnew_highlight","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>苹果iPhone 15预定量强劲，Q4出货量或接近9000万部</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苹果iPhone 15预定量强劲，Q4出货量或接近9000万部\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-18 17:00 北京时间 <a href=https://xnews.jin10.com/webapp/details.html?id=122481&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>投行分析师称，此次iPhone 15系列预订量远高于市场预期，其中Pro/Pro Max更受欢迎。韦德布什分析师艾夫斯对苹果股票评级为“跑赢大盘”，目标价为240美元。艾夫斯在一份报告中表示，周五开始的iPhone 15预订量远高于市场的普遍预期，同时较iPhone 14的预订量增长了约10-12%。该分析师表示，iPhone 15 Pro/Pro Max更受欢迎，其中Pro Max在美国、中国、...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=122481&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/56503aba3adc5c0d6b587da82c7c1bc0","relate_stocks":{"BK4579":"人工智能","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4588":"碎股","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4574":"无人驾驶","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4573":"虚拟现实","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4501":"段永平概念","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A 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Max在美国、中国、印度和欧洲部分地区表现尤为强劲。他表示，这对手机平均销售单价（ASP）来说是个好兆头。他预估苹果ASP大概在925美元的范围内，较过去12个月上涨了约100美元。艾夫斯还指出，iPhone 15 Pro/Pro Max的交货/发货时间现已移至10月底至11月初。这位分析师还表示，“iPhone 15 Pro Max看起来在这个周期中脱颖而出。”他估计印度的预订量同比增长约25%，而中国的预订量则更为强劲。“我们相信市场份额会增加，虽然外界产生越来越多的怀疑，但苹果在中国的iPhone 15周期仍将保持稳定。”他补充道。艾夫斯表示，韦德布什本周末对亚洲供应链的观察增强了市场信心，即iPhone在假日季度（第四季度）的出货量可能接近9000万部。运营商的促销活动可能会有助于大力提升销量。对于2024财年，分析师预计iPhone销量将达到2.25亿部，平均售价也将不断上升。他补充道：“这说明了苹果公司对下一款iPhone发布的潜在需求情况，我行预计全球12亿iPhone用户中约有2.5亿以上在4年多的时间里没有升级过手机。”","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":3363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":217447652774120,"gmtCreate":1694111710995,"gmtModify":1694111712530,"author":{"id":"3548215383558420","authorId":"3548215383558420","name":"让子弹飞一会吧","avatar":"https://static.tigerbbs.com/f247b1c4865bd9768c3ecd9e5556392d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548215383558420","authorIdStr":"3548215383558420"},"themes":[],"htmlText":"支持拼多多，加仓，打爆空头","listText":"支持拼多多，加仓，打爆空头","text":"支持拼多多，加仓，打爆空头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/217447652774120","repostId":"1194392297","repostType":2,"repost":{"id":"1194392297","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":1694099591,"share":"https://www.laohu8.com/m/news/1194392297?lang=&edition=full","pubTime":"2023-09-07 23:13","market":"us","language":"zh","title":"拼多多大跌，做空机构灰熊称其是一家“垂死的欺诈公司”","url":"https://stock-news.laohu8.com/highlight/detail?id=1194392297","media":"老虎资讯综合","summary":"做空机构灰熊(Grizzly Research)发布了针对拼多多的做空报告。","content":"<html><head></head><body><p>周四，拼多多盘中大跌，盘中跌幅超8%，截至发稿跌幅超5%。消息面上，做空机构灰熊(Grizzly Research)早盘发布了针对拼多多的做空报告。灰熊认为：<strong>拼多多是一家“垂死的欺诈公司”，其购物应用程序 TEMU 是巧妙隐藏的间谍软件，对美国国家利益构成紧急安全威胁。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54f7214bc87479aa847f84e1d1e90767\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39daf43c5978f89bdc8599f16c1fc2b7\" title=\"\" tg-width=\"891\" tg-height=\"358\"/></p><p></p><p><strong>灰熊在报告中对拼多多的主要“指控”</strong></p><p><strong>1，拼多多旗下的 Temu 应用程序具有恶意软件的全部特征。</strong>Temu具有隐藏功能，可以在用户不知情的情况下进行大规模的数据窃取。Temu曾被Google Play商店下架，拼多多通过删除“有问题的部分”恢复了使用，强烈表明了恶意意图。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/22040d2a9de0ec07edd7c7954cb93de9\" title=\"\" tg-width=\"956\" tg-height=\"381\"/></p><p><strong>2，Temu模式无法持续。</strong>估计Temu每个订单损失 30 美元。其广告支出和运输成本（从中国出发1-2周，加急运送到美国）是天文数字。人们不禁想知道这项业务如何才能盈利。</p><p>此外，对Temu的指控还包括：以多种方式欺骗其客户和供应商，实施持续、激进的亲和骗局，社交媒体影响者充斥着大量现金奖励，“评论”可能受到操纵并且不可信，网站和应用程序对用户进行跟踪，发货时的产品通常与照片不符，迫使供应商进行难以置信的低价、无利可图的交易。</p><p><strong>总之，在灰熊看来，Temu比 TikTok危险得多。</strong></p><p><strong>3，拼多多是一个会计“黑匣子”。</strong>拼多多的财务状况是出了名的不可靠。尽管拼多多是一家市值约1300亿美元的公司，但自2018年以来一直没有首席财务官。关键的财务状况就像旋转门一样。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d580a8aa83828b4fe51da6bcdeaa647\" title=\"\" tg-width=\"869\" tg-height=\"259\"/></p><p><strong>4，审计员毫无价值。</strong>前会计师负有发现欺诈行为的监督责任，但他们却没有采取任何行动。</p><p><strong>5，涉及“刷单”，订单流水数据不可信。</strong></p><p><strong>⑴</strong>当人们在拼多多平台上开新店时，店主可以授予刷单专家访问权限；</p><p><strong>⑵</strong>拼多多平台上的一位自称卖家观察到，凌晨和晚上，拼多多后台会冒出大量订单，然后订单就会被取消；</p><p><strong>⑶</strong>媒体报道，有一个电商平台被跨境洗钱组织利用洗钱70亿人民币。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eae26b48c3cf429958d2680590c44a52\" title=\"\" tg-width=\"889\" tg-height=\"245\"/></p><p><strong>6，拼多多员工人数不可信：低估员工人数夸大了财务报告中的盈利能力。</strong>在拼多多截至2017年12月17日和2018年1月17日的网站截图上，拼多多表示，拼多多集团现有员工超过5000人，是拼多多在招股书和年报中披露的4倍多。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5aa8caee15b0055b523a8693e44b125\" title=\"\" tg-width=\"939\" tg-height=\"330\"/></p><p><strong>7，重要的运营指标表明，拼多多的中国业务正在迅速下滑。</strong>同时在与阿里巴巴和京东等竞争对手的激烈竞争中落败。京东正在加大力度从拼多多手中夺取市场份额。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c48df925a2a7d48532f6f192e47197c\" title=\"\" tg-width=\"954\" tg-height=\"330\"/></p><p><strong>8，多个数据源以及高盛已经报告称拼多多的日均用户（DAU）指标开始更快下降。</strong>6 月份 DAU 同比下降超过 20%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/238a13d41c9c2a24173a5f5706d29f26\" title=\"\" tg-width=\"955\" tg-height=\"671\"/></p><p><strong>9，拼多多大量股份下落不明。</strong>据报道，价值数十亿美元的库存“失踪”。据说有些捐给了慈善机构，有些捐给了风险投资人。我们将这种缺乏透明度视为另一个危险信号。</p><p><strong>结论：拼多多股票面临危险</strong></p><p style=\"text-align: start;\">在灰熊看来，拼多多的中国业务正在迅速下滑，而”伪造数据“将继续给该公司带来压力。</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>拼多多大跌，做空机构灰熊称其是一家“垂死的欺诈公司”</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拼多多大跌，做空机构灰熊称其是一家“垂死的欺诈公司”\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\">2023-09-07 23:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四，拼多多盘中大跌，盘中跌幅超8%，截至发稿跌幅超5%。消息面上，做空机构灰熊(Grizzly Research)早盘发布了针对拼多多的做空报告。灰熊认为：<strong>拼多多是一家“垂死的欺诈公司”，其购物应用程序 TEMU 是巧妙隐藏的间谍软件，对美国国家利益构成紧急安全威胁。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54f7214bc87479aa847f84e1d1e90767\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39daf43c5978f89bdc8599f16c1fc2b7\" title=\"\" tg-width=\"891\" tg-height=\"358\"/></p><p></p><p><strong>灰熊在报告中对拼多多的主要“指控”</strong></p><p><strong>1，拼多多旗下的 Temu 应用程序具有恶意软件的全部特征。</strong>Temu具有隐藏功能，可以在用户不知情的情况下进行大规模的数据窃取。Temu曾被Google Play商店下架，拼多多通过删除“有问题的部分”恢复了使用，强烈表明了恶意意图。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/22040d2a9de0ec07edd7c7954cb93de9\" title=\"\" tg-width=\"956\" tg-height=\"381\"/></p><p><strong>2，Temu模式无法持续。</strong>估计Temu每个订单损失 30 美元。其广告支出和运输成本（从中国出发1-2周，加急运送到美国）是天文数字。人们不禁想知道这项业务如何才能盈利。</p><p>此外，对Temu的指控还包括：以多种方式欺骗其客户和供应商，实施持续、激进的亲和骗局，社交媒体影响者充斥着大量现金奖励，“评论”可能受到操纵并且不可信，网站和应用程序对用户进行跟踪，发货时的产品通常与照片不符，迫使供应商进行难以置信的低价、无利可图的交易。</p><p><strong>总之，在灰熊看来，Temu比 TikTok危险得多。</strong></p><p><strong>3，拼多多是一个会计“黑匣子”。</strong>拼多多的财务状况是出了名的不可靠。尽管拼多多是一家市值约1300亿美元的公司，但自2018年以来一直没有首席财务官。关键的财务状况就像旋转门一样。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d580a8aa83828b4fe51da6bcdeaa647\" title=\"\" tg-width=\"869\" tg-height=\"259\"/></p><p><strong>4，审计员毫无价值。</strong>前会计师负有发现欺诈行为的监督责任，但他们却没有采取任何行动。</p><p><strong>5，涉及“刷单”，订单流水数据不可信。</strong></p><p><strong>⑴</strong>当人们在拼多多平台上开新店时，店主可以授予刷单专家访问权限；</p><p><strong>⑵</strong>拼多多平台上的一位自称卖家观察到，凌晨和晚上，拼多多后台会冒出大量订单，然后订单就会被取消；</p><p><strong>⑶</strong>媒体报道，有一个电商平台被跨境洗钱组织利用洗钱70亿人民币。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eae26b48c3cf429958d2680590c44a52\" title=\"\" tg-width=\"889\" tg-height=\"245\"/></p><p><strong>6，拼多多员工人数不可信：低估员工人数夸大了财务报告中的盈利能力。</strong>在拼多多截至2017年12月17日和2018年1月17日的网站截图上，拼多多表示，拼多多集团现有员工超过5000人，是拼多多在招股书和年报中披露的4倍多。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5aa8caee15b0055b523a8693e44b125\" title=\"\" tg-width=\"939\" tg-height=\"330\"/></p><p><strong>7，重要的运营指标表明，拼多多的中国业务正在迅速下滑。</strong>同时在与阿里巴巴和京东等竞争对手的激烈竞争中落败。京东正在加大力度从拼多多手中夺取市场份额。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c48df925a2a7d48532f6f192e47197c\" title=\"\" tg-width=\"954\" tg-height=\"330\"/></p><p><strong>8，多个数据源以及高盛已经报告称拼多多的日均用户（DAU）指标开始更快下降。</strong>6 月份 DAU 同比下降超过 20%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/238a13d41c9c2a24173a5f5706d29f26\" title=\"\" tg-width=\"955\" tg-height=\"671\"/></p><p><strong>9，拼多多大量股份下落不明。</strong>据报道，价值数十亿美元的库存“失踪”。据说有些捐给了慈善机构，有些捐给了风险投资人。我们将这种缺乏透明度视为另一个危险信号。</p><p><strong>结论：拼多多股票面临危险</strong></p><p style=\"text-align: start;\">在灰熊看来，拼多多的中国业务正在迅速下滑，而”伪造数据“将继续给该公司带来压力。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6f25b8228bc6d59f194bc0946ca03bd9","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194392297","content_text":"周四，拼多多盘中大跌，盘中跌幅超8%，截至发稿跌幅超5%。消息面上，做空机构灰熊(Grizzly Research)早盘发布了针对拼多多的做空报告。灰熊认为：拼多多是一家“垂死的欺诈公司”，其购物应用程序 TEMU 是巧妙隐藏的间谍软件，对美国国家利益构成紧急安全威胁。灰熊在报告中对拼多多的主要“指控”1，拼多多旗下的 Temu 应用程序具有恶意软件的全部特征。Temu具有隐藏功能，可以在用户不知情的情况下进行大规模的数据窃取。Temu曾被Google Play商店下架，拼多多通过删除“有问题的部分”恢复了使用，强烈表明了恶意意图。2，Temu模式无法持续。估计Temu每个订单损失 30 美元。其广告支出和运输成本（从中国出发1-2周，加急运送到美国）是天文数字。人们不禁想知道这项业务如何才能盈利。此外，对Temu的指控还包括：以多种方式欺骗其客户和供应商，实施持续、激进的亲和骗局，社交媒体影响者充斥着大量现金奖励，“评论”可能受到操纵并且不可信，网站和应用程序对用户进行跟踪，发货时的产品通常与照片不符，迫使供应商进行难以置信的低价、无利可图的交易。总之，在灰熊看来，Temu比 TikTok危险得多。3，拼多多是一个会计“黑匣子”。拼多多的财务状况是出了名的不可靠。尽管拼多多是一家市值约1300亿美元的公司，但自2018年以来一直没有首席财务官。关键的财务状况就像旋转门一样。4，审计员毫无价值。前会计师负有发现欺诈行为的监督责任，但他们却没有采取任何行动。5，涉及“刷单”，订单流水数据不可信。⑴当人们在拼多多平台上开新店时，店主可以授予刷单专家访问权限；⑵拼多多平台上的一位自称卖家观察到，凌晨和晚上，拼多多后台会冒出大量订单，然后订单就会被取消；⑶媒体报道，有一个电商平台被跨境洗钱组织利用洗钱70亿人民币。6，拼多多员工人数不可信：低估员工人数夸大了财务报告中的盈利能力。在拼多多截至2017年12月17日和2018年1月17日的网站截图上，拼多多表示，拼多多集团现有员工超过5000人，是拼多多在招股书和年报中披露的4倍多。7，重要的运营指标表明，拼多多的中国业务正在迅速下滑。同时在与阿里巴巴和京东等竞争对手的激烈竞争中落败。京东正在加大力度从拼多多手中夺取市场份额。8，多个数据源以及高盛已经报告称拼多多的日均用户（DAU）指标开始更快下降。6 月份 DAU 同比下降超过 20%。9，拼多多大量股份下落不明。据报道，价值数十亿美元的库存“失踪”。据说有些捐给了慈善机构，有些捐给了风险投资人。我们将这种缺乏透明度视为另一个危险信号。结论：拼多多股票面临危险在灰熊看来，拼多多的中国业务正在迅速下滑，而”伪造数据“将继续给该公司带来压力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":210604345675984,"gmtCreate":1692437455398,"gmtModify":1692437456876,"author":{"id":"3548215383558420","authorId":"3548215383558420","name":"让子弹飞一会吧","avatar":"https://static.tigerbbs.com/f247b1c4865bd9768c3ecd9e5556392d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548215383558420","authorIdStr":"3548215383558420"},"themes":[],"htmlText":"180抄底，贵了不要","listText":"180抄底，贵了不要","text":"180抄底，贵了不要","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/210604345675984","repostId":"1154720785","repostType":2,"isVote":1,"tweetType":1,"viewCount":3162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":203827228827832,"gmtCreate":1690792611116,"gmtModify":1690792612396,"author":{"id":"3548215383558420","authorId":"3548215383558420","name":"让子弹飞一会吧","avatar":"https://static.tigerbbs.com/f247b1c4865bd9768c3ecd9e5556392d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548215383558420","authorIdStr":"3548215383558420"},"themes":[],"htmlText":"你说一百就一百呀，","listText":"你说一百就一百呀，","text":"你说一百就一百呀，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/203827228827832","repostId":"2354562198","repostType":2,"repost":{"id":"2354562198","kind":"news","pubTimestamp":1690434535,"share":"https://www.laohu8.com/m/news/2354562198?lang=&edition=full","pubTime":"2023-07-27 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src=\"https://fid-75186.picgzc.qpic.cn/20230727132027799d201ykk01n55er0\"/><p>（图源智通财经官网截图，下同）</p><p>值得一提的是，中银国际日前发表研究报告指出，预期哔哩哔哩将于8月底披露第二财季业绩，对公司收入预测按年增长6%至52亿元人民币，认为广告和直播业务表现强劲抵销了手游的疲弱，料公司线上广告及增值服务(VAS)收入按年增长25%及10%，而手游收入按年跌9%。另预期公司毛利率将扩大至23%，非通用会计准则经营亏损率将收窄至19%。</p><p>此外，该行认为哔哩哔哩的关键业务执行毛利率优先战略，并通过持续创新、扩张、优化、整合和细分来加速变现与效率，有信心公司可达至2024财年毛利率30%及非通用会计准则下经营收支平衡的目标。维持对其买入评级，H股目标价由165港元下调至157港元。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20230727132028642d20167nvzbpbisv\"/><p>据了解，B站视频内容以PUGC为主，创作者更有意愿制作高质量内容，未来AIGC工具渗透率的提升有助于提升创作者内容制作和变现的效率，也将助力虚拟主播等新品类内容的加速落地，进一步优化平台内容供给，也帮助平台探索更为可持续的商业模式。</p><p>AIGC应用将助力B站社区拓展内容丰富度，强化用户社交互动。提高创作效率，通过文案、语音等AI工具缩短创作者内容创作时间，丰富产品供给，提升平台价值；将视频内容文字化，并基于AI助手完成视频内容理解以及用户搜索问答，强化搜索效果；提升游戏设计效率30%+，打造可完成千人千面对话的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>NPC，提升内容游戏沉浸感。</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 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023072713203083e6c2b2&s=b><strong>电商报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月27日消息，摩根大通发表评级报告，预计爱奇艺的盈利将于未来数个季度上升，并将推动股价表现跑赢大市。该行同时认为，爱奇艺及哔哩哔哩的次季业绩均是首个催化剂。该行指，现阶段爱奇艺交易价格与哔哩哔哩存在折让，料其估值差距将缩小，因爱奇艺已经证明实现盈利健康增长的能力，而哔哩哔哩尚未有此证明。该行将哔哩哔哩评级由增持降至减持，目标价由210港元下调至100港元，并看好爱奇艺，评级增持，目标价11美元。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023072713203083e6c2b2&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023072713203083e6c2b2&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2354562198","content_text":"7月27日消息，摩根大通发表评级报告，预计爱奇艺的盈利将于未来数个季度上升，并将推动股价表现跑赢大市。该行同时认为，爱奇艺及哔哩哔哩的次季业绩均是首个催化剂。该行指，现阶段爱奇艺交易价格与哔哩哔哩存在折让，料其估值差距将缩小，因爱奇艺已经证明实现盈利健康增长的能力，而哔哩哔哩尚未有此证明。该行将哔哩哔哩评级由增持降至减持，目标价由210港元下调至100港元，并看好爱奇艺，评级增持，目标价11美元。（图源智通财经官网截图，下同）值得一提的是，中银国际日前发表研究报告指出，预期哔哩哔哩将于8月底披露第二财季业绩，对公司收入预测按年增长6%至52亿元人民币，认为广告和直播业务表现强劲抵销了手游的疲弱，料公司线上广告及增值服务(VAS)收入按年增长25%及10%，而手游收入按年跌9%。另预期公司毛利率将扩大至23%，非通用会计准则经营亏损率将收窄至19%。此外，该行认为哔哩哔哩的关键业务执行毛利率优先战略，并通过持续创新、扩张、优化、整合和细分来加速变现与效率，有信心公司可达至2024财年毛利率30%及非通用会计准则下经营收支平衡的目标。维持对其买入评级，H股目标价由165港元下调至157港元。据了解，B站视频内容以PUGC为主，创作者更有意愿制作高质量内容，未来AIGC工具渗透率的提升有助于提升创作者内容制作和变现的效率，也将助力虚拟主播等新品类内容的加速落地，进一步优化平台内容供给，也帮助平台探索更为可持续的商业模式。AIGC应用将助力B站社区拓展内容丰富度，强化用户社交互动。提高创作效率，通过文案、语音等AI工具缩短创作者内容创作时间，丰富产品供给，提升平台价值；将视频内容文字化，并基于AI助手完成视频内容理解以及用户搜索问答，强化搜索效果；提升游戏设计效率30%+，打造可完成千人千面对话的智能NPC，提升内容游戏沉浸感。","news_type":1,"symbols_score_info":{"09626":0.9,"BILI":1}},"isVote":1,"tweetType":1,"viewCount":3034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":197154578919584,"gmtCreate":1689163137547,"gmtModify":1689163138676,"author":{"id":"3548215383558420","authorId":"3548215383558420","name":"让子弹飞一会吧","avatar":"https://static.tigerbbs.com/f247b1c4865bd9768c3ecd9e5556392d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548215383558420","authorIdStr":"3548215383558420"},"themes":[],"htmlText":"自己","listText":"自己","text":"自己","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/197154578919584","repostId":"1116708248","repostType":4,"isVote":1,"tweetType":1,"viewCount":2597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":197154156007528,"gmtCreate":1689163031867,"gmtModify":1689168338182,"author":{"id":"3548215383558420","authorId":"3548215383558420","name":"让子弹飞一会吧","avatar":"https://static.tigerbbs.com/f247b1c4865bd9768c3ecd9e5556392d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548215383558420","authorIdStr":"3548215383558420"},"themes":[],"htmlText":"自己没有本事，就知道逼逼","listText":"自己没有本事，就知道逼逼","text":"自己没有本事，就知道逼逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/197154156007528","repostId":"1116708248","repostType":4,"isVote":1,"tweetType":1,"viewCount":1864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195118053613672,"gmtCreate":1688669173339,"gmtModify":1688672452027,"author":{"id":"3548215383558420","authorId":"3548215383558420","name":"让子弹飞一会吧","avatar":"https://static.tigerbbs.com/f247b1c4865bd9768c3ecd9e5556392d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548215383558420","authorIdStr":"3548215383558420"},"themes":[],"htmlText":"<a 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