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柯西不等式

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- 柯西不等式柯西不等式
  ·2020-12-01
  目标？是flag吧
  非常抱歉，此主贴已删除
  1,539 评论
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- 柯西不等式柯西不等式
  ·2020-11-30
  可现在跌了呀，这新闻真及时
  海底捞：岁寒识春意，温鼎腾腾起
  海底捞：岁寒识春意，温鼎腾腾起来源：同花顺金融研究中心东吴证券11月29日发布对的研报，摘要如下：疫情“新常态”下餐饮复苏，连锁龙头逆势扩张。海底捞前厅部署超1000台传菜机器人、后厨通过IKMS系统、机械臂、清洗设备等提升运营效率。
  海底捞：岁寒识春意，温鼎腾腾起
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- 柯西不等式柯西不等式
  ·2020-11-25
  所以海底捞大跌是什么原因呢？
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  2,157 评论
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- 柯西不等式柯西不等式
  ·2020-11-24
  看看数据好吧
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- 柯西不等式柯西不等式
  ·2020-11-17
  个别外卖员没素质，怎么能怪到美团头上？
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href=\"https://laohu8.com/S/06862\">海底捞</a>扩张加速：1）门店扩张有超预期：预计前三季新开店数超360家，上调20及21年新开店预期至500和600家；2）整体翻台率稳健：预计Q3翻台率复苏至去年同期80%以上，伴随天气转凉进入火锅旺季，Q4翻台率有望进一步复苏；3）客单价稳步提升：伴随产品结构调整，假设20/21年各线城市门店客单价提升3%/8%，我们预计公司20/21年营收分别达到296.4亿（+11.6%）和578.1亿（+95.0%），较原预测+<font>2.8%、+0.7%；20/21年归母净利达到9.5亿（-59.7%）/53.3亿，较原预测-9.4%/+4.3%。</font></font></p><p><font>赛道多元布局，打开成长新空间。公司内部创业团队孵化“十八汆”等多个面馆品牌。近期还布局“饭饭林”、“秦小贤”等川式、陕西等地快餐品类，预计未来单店模型打磨成熟品牌有<font>望复制公司成功经验，借助高效标准化管理和供应链突围中式快餐行业。</font></font></p><p><font><a href=\"https://laohu8.com/S/5RE.SI\">智能</a>数字化降本增效，着力提升服务品质。海底捞前厅部署超1000台传菜<a href=\"https://laohu8.com/S/300024\">机器人</a>、后厨通过IKMS系统、机械臂、清洗设备等提升运营效率。经测算，单店初中级员工规模减少20%/50%/90%时，经营利润率将提升3.28/8.<font>21/14.77pct。新技术在改变成本结构的同时，更能将员工从机械操作中解放，以便投入个性化、高品质的客户服务，提升消费黏性。</font></font></p><p><font>盈利预测与投资评级：根据开店及经营情况动态调整盈利预测，预计公司2020-22年收入分别为296.4、578.1、830.0亿元，同比增长11.6%、9<font>5.0%、43.6%，预计20-22年归母净利分别9.5、53.3、75.4亿元，同比增长-59.7%、463.8%、41.4%，当前股价对应动态PE为246、44、31倍。公司作为餐饮赛道的优质龙头在中长期仍将快速扩张，多元赛道及智能化布局或将打开增量业绩空间，我们持续看好公司<font>发展，上调至“买入”评级。</font></font></font></p><p><font>风险提示：疫情反复导致消费需求下滑；经营效益不及预期风险，食品安全风险。</font></p></body></html>","source":"sina_symbol","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>海底捞：岁寒识春意，温鼎腾腾起</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海底捞：岁寒识春意，温鼎腾腾起\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-30 11:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2020-11-30/doc-iiznezxs4411071.shtml><strong>同花顺金融研究...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：海底捞：岁寒识春意，温鼎腾腾起 来源：同花顺金融研究中心东吴证券11月29日发布对的研报，摘要如下：疫情“新常态”下餐饮复苏，连锁龙头逆势扩张。餐饮景气低谷已过，环比复苏持续。自20年4月以来，餐饮行业收入累计同比降幅持续收窄，前10月累计餐饮收入达2.96万亿，单10月餐饮收入4372亿元（+0.8%，增速环比+3.7pct），10月餐饮增速首次转正，行业景气度持续提升。疫后连锁餐饮有望...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2020-11-30/doc-iiznezxs4411071.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/23f2c25e060d113f3768c45cafc16292","relate_stocks":{"06862":"海底捞"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2020-11-30/doc-iiznezxs4411071.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2087766009","content_text":"原标题：海底捞：岁寒识春意，温鼎腾腾起 来源：同花顺金融研究中心东吴证券11月29日发布对的研报，摘要如下：疫情“新常态”下餐饮复苏，连锁龙头逆势扩张。餐饮景气低谷已过，环比复苏持续。自20年4月以来，餐饮行业收入累计同比降幅持续收窄，前10月累计餐饮收入达2.96万亿，单10月餐饮收入4372亿元（+0.8%，增速环比+3.7pct），10月餐饮增速首次转正，行业景气度持续提升。疫后连锁餐饮有望继续加速布局，品牌化、连锁化率将进一步提升。龙头逆势扩张超预期，业绩加速释放。受疫情影响非连锁中小餐饮企业加速出清，行业分化进一步加剧，火锅龙头海底捞扩张加速：1）门店扩张有超预期：预计前三季新开店数超360家，上调20及21年新开店预期至500和600家；2）整体翻台率稳健：预计Q3翻台率复苏至去年同期80%以上，伴随天气转凉进入火锅旺季，Q4翻台率有望进一步复苏；3）客单价稳步提升：伴随产品结构调整，假设20/21年各线城市门店客单价提升3%/8%，我们预计公司20/21年营收分别达到296.4亿（+11.6%）和578.1亿（+95.0%），较原预测+2.8%、+0.7%；20/21年归母净利达到9.5亿（-59.7%）/53.3亿，较原预测-9.4%/+4.3%。赛道多元布局，打开成长新空间。公司内部创业团队孵化“十八汆”等多个面馆品牌。近期还布局“饭饭林”、“秦小贤”等川式、陕西等地快餐品类，预计未来单店模型打磨成熟品牌有望复制公司成功经验，借助高效标准化管理和供应链突围中式快餐行业。智能数字化降本增效，着力提升服务品质。海底捞前厅部署超1000台传菜机器人、后厨通过IKMS系统、机械臂、清洗设备等提升运营效率。经测算，单店初中级员工规模减少20%/50%/90%时，经营利润率将提升3.28/8.21/14.77pct。新技术在改变成本结构的同时，更能将员工从机械操作中解放，以便投入个性化、高品质的客户服务，提升消费黏性。盈利预测与投资评级：根据开店及经营情况动态调整盈利预测，预计公司2020-22年收入分别为296.4、578.1、830.0亿元，同比增长11.6%、95.0%、43.6%，预计20-22年归母净利分别9.5、53.3、75.4亿元，同比增长-59.7%、463.8%、41.4%，当前股价对应动态PE为246、44、31倍。公司作为餐饮赛道的优质龙头在中长期仍将快速扩张，多元赛道及智能化布局或将打开增量业绩空间，我们持续看好公司发展，上调至“买入”评级。风险提示：疫情反复导致消费需求下滑；经营效益不及预期风险，食品安全风险。","news_type":1,"symbols_score_info":{"01994":1,"06862":1}},"isVote":1,"tweetType":1,"viewCount":1442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393842708,"gmtCreate":1606291107304,"gmtModify":1703842288174,"author":{"id":"3567571181907701","authorId":"3567571181907701","name":"柯西不等式","avatar":"https://static.tigerbbs.com/e72364f19b1013c1ace54586d9a86b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567571181907701","authorIdStr":"3567571181907701"},"themes":[],"htmlText":"所以海底捞大跌是什么原因呢？","listText":"所以海底捞大跌是什么原因呢？","text":"所以海底捞大跌是什么原因呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393842708","repostId":"2086225667","repostType":2,"isVote":1,"tweetType":1,"viewCount":2157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393035124,"gmtCreate":1606210125868,"gmtModify":1703841647586,"author":{"id":"3567571181907701","authorId":"3567571181907701","name":"柯西不等式","avatar":"https://static.tigerbbs.com/e72364f19b1013c1ace54586d9a86b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567571181907701","authorIdStr":"3567571181907701"},"themes":[],"htmlText":"看看数据好吧","listText":"看看数据好吧","text":"看看数据好吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393035124","repostId":"2085521307","repostType":2,"isVote":1,"tweetType":1,"viewCount":3065,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307535417,"gmtCreate":1605591299039,"gmtModify":1703838457237,"author":{"id":"3567571181907701","authorId":"3567571181907701","name":"柯西不等式","avatar":"https://static.tigerbbs.com/e72364f19b1013c1ace54586d9a86b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567571181907701","authorIdStr":"3567571181907701"},"themes":[],"htmlText":"个别外卖员没素质，怎么能怪到美团头上？","listText":"个别外卖员没素质，怎么能怪到美团头上？","text":"个别外卖员没素质，怎么能怪到美团头上？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307535417","repostId":"2084688462","repostType":2,"isVote":1,"tweetType":1,"viewCount":3258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}