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yee977
yee977
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2021-08-03
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2021-08-02
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yee977
yee977
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2021-07-29
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@美股研究社:
【美股情报挖掘机】---UBER 软银出售4500万股Uber股票,套现约21亿美元。$优步(UBER)$
【美股情报挖掘机】---UBER 软银出售4500万股Uber股票,套现约21亿美元。$优步(UBER)$
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yee977
yee977
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2021-07-29
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yee977
yee977
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2021-07-28
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遭马斯克“痛骂”!漂亮财报救不了苹果
昨天美股盘后,AMD、谷歌、微软、苹果四大科技龙头齐齐公布第三财季财报。然而,公布财报不可怕,谁跌谁尴尬。 美股收盘,四大龙头齐跌:AMD跌0.86%、谷歌跌2.04%、微软跌0.87、苹果跌1.49
遭马斯克“痛骂”!漂亮财报救不了苹果
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yee977
yee977
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2021-07-26
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网易云音乐最快本周寻求上市聆讯,集资约78亿港元
7月6日,网易旗下的音乐业务网易云音乐于5月底递交上市申请,消息人士透露,网易云音乐(Cloud Village)最快于本周内寻求上市聆讯,集资约10亿美元(约78亿港元)。联席保荐人为美林、中金及瑞
网易云音乐最快本周寻求上市聆讯,集资约78亿港元
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yee977
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2021-07-26
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18:37","market":"us","language":"zh","title":"遭马斯克“痛骂”!漂亮财报救不了苹果","url":"https://stock-news.laohu8.com/highlight/detail?id=2154474189","media":"格隆汇","summary":"昨天美股盘后,AMD、谷歌、微软、苹果四大科技龙头齐齐公布第三财季财报。然而,公布财报不可怕,谁跌谁尴尬。\n美股收盘,四大龙头齐跌:AMD跌0.86%、谷歌跌2.04%、微软跌0.87、苹果跌1.49","content":"<p>昨天美股盘后,<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>四大科技龙头齐齐公布第三财季财报。然而,公布财报不可怕,谁跌谁尴尬。</p>\n<p>美股收盘,四大龙头齐跌:AMD跌0.86%、谷歌跌2.04%、微软跌0.87、苹果跌1.49%。但财报公布之后,AMD、谷歌、微软分别转涨1.08%、0.92%、0.16%。<b>只有苹果,盘后继续跌2.09%。</b></p>\n<p><b>问题在于,苹果第三财经财报其实相当亮眼。</b>不但季度总营收创历史同期新高,服务收入也连续两个季度创历史新高,iPhone销售更是同比激增近50%。</p>\n<p>业绩表现如此强劲,为何盘后依然在跌?</p>\n<h3><b>1 财报解读:iPhone淡季不淡</b></h3>\n<p>具体看这份财报,苹果第三财季净营收为814.34亿美元,高于华尔街预期的738亿美元。去年同期为596.85亿美元,同比增长36%,创同期历史新高;净利润为217.44亿美元,去年同期为112.53亿美元,同比增长93%。</p>\n<p>另外,每股收益EPS1.3美元,同比翻倍,也高于市场预期的1.01美元。苹果宣布将每股派息0.22美元,第三财季已花费290亿美元回馈股东。</p>\n<p><img src=\"https://static.tigerbbs.com/d7a4c155a3f58d6a1bf627bb8c0bb4a0\" tg-width=\"1335\" tg-height=\"498\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p> 数据来源:财报</p>\n<p><b>分产品来看,核心产品iPhone销售额达到396亿美元,增长约50%。</b>同样超出市场346亿美元的预期。</p>\n<p>iPad销售额为73.7亿美元,同比增12%,市场预期71.3亿美元;Mac销售额82.4亿美元,同比增16%,市场预期为80亿美元,但逊于第二财季的91亿美元;可穿戴设备、居家用品及周边产品销售额87.8亿美元,同比增36%,市场预期为76亿美元。</p>\n<p><b>总结而言,第三财季,苹果在所有产品收入上均实现了两位数的同比涨幅。</b></p>\n<p>并且苹果在电话会上特别指出,当季全球范围内75%的Apple Watch买家和大约50%的iPad和Mac买家为新增用户。</p>\n<p>值得一提的是,第三财季一般是iPhone传统的销售淡季,因为此时一般是最新款iPhone推出近一年后,和下一代iPhone推出几个月前。但数据显示,iPhone12的需求依旧保持强劲。</p>\n<p>关于这一点,高管在电话会上表示,“对公司史上最大的一次iPhone升级,全球iPhone市场表现都非常强劲,<b>中国消费者对iPhone 12 Pro产品的反响尤其强烈</b>”。</p>\n<p>库克则表示,苹果用户将旧手机升级成带有5G功能的iPhone 12,和安卓手机用户开始购买iPhone这两种类别,都实现了两位数百分比的强劲涨势。</p>\n<p><img src=\"https://static.tigerbbs.com/7774afee0590a6f18a78fb804bcc1f41\" tg-width=\"1344\" tg-height=\"297\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p> 数据来源:财报</p>\n<p><b>分地区而言,大中华区销售额收入为147.6亿美元,涨幅最高,达到58%。</b>弱于上财季87%的同比涨幅;美洲收入358.7亿美元,同比增加近33%;欧洲收入189.4亿美元,同比增33.7%;日本收入64.6亿美元,同比增30%;其它亚太市场收入近54亿美元,同比增28%。</p>\n<p><b>总结来说,虽然各个分区市场均实现了两位数的同比涨幅,但和上个财季的同比涨幅相比均有所下降。</b>苹果将其原因归结为受疫情影响导致的表现不佳。</p>\n<p><b>至于苹果股价不升反降的原因,或与苹果没有在最新财报中提供下季度业绩指引有关</b>。这已经是疫情以来,苹果连续六个季度没有发布业绩指引,再度引发了投资者的担忧。</p>\n<p>一方面,投资者无法确定新一代iPhone是在传统的9月发布,还是推迟到四季度发布;另一方面,这凸显了疫情带来的不确定性仍旧相当严重。</p>\n<h3><b>2 未来展望:不确定性仍然存在</b></h3>\n<p>对下一财季的预计,苹果在电话会上表示“仍将会是非常强劲的两位数百分比同比增速”。但市场仍然对此心存担忧,主要是疫情下的不确定性引发的几方面担忧。</p>\n<p>首先是在供应链上。苹果首席财务官在周二的电话会议上表示,供应链紧张将在下一季度对iPhone和iPad产生影响。</p>\n<p><img src=\"https://static.tigerbbs.com/3be324c9fc938b6047e5c001e292e2e3\" tg-width=\"760\" tg-height=\"506\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p> 苹果首席财务官Luca Maesteri</p>\n<p><b>一方面,芯片等供应短缺造成的对iPad和Mac的零件供应造成冲击。</b></p>\n<p>虽然第三财季芯片短缺造成的收入损失在此前预计的30亿至40亿美元区间的底端,但还是对热门产品造成了影响,比如苹果4月发布的新款iPad Pro,就因较大尺寸的新屏幕遇到生产问题导致供应受限。</p>\n<p><b>另一方面,疫情造成的大宗商品价格飙升,可能使得公司硬件产品原材料价格上涨。</b></p>\n<p>2021年以来,半导体芯片持续涨价,一是需求爆发叠加产能不足造成的供不应求,二是上游原材料价格上涨形成的连锁反应。因此此前市场传言,iPhone 13的起售价可能要超过iPhone 12的5499元。</p>\n<p>其次在销量上。一方面,根据上游供应链消息,iPhone 13的设计工作已经基本完成,确认不会搭载屏下指纹技术,升级更多体现在120<a href=\"https://laohu8.com/S/HTZ\">赫兹</a>高刷和反向无线充电技术。在缺乏重大升级的情况下,需求情况有待验证。</p>\n<p><b>另一方面,疫情冲击下,“居家红利”导致对娱乐需求提高,刺激了Mac和iPad等产品销量。</b>但在疫苗逐渐普及后,高基数下的销量维持增速会更加艰难。</p>\n<p>同时,居家娱乐需求降低情况下,用户对App Store应用商店和音乐、视频、云服务、广告和支付等服务业务的收入也会放缓或者下滑。</p>\n<p>在服务业务方面,苹果面临的难题不止于此。此前,游戏开发商Epic Games状告苹果商店30%的抽成过高的官司战从美国打到了澳大利亚。Epic指控“苹果和Google互相勾结”,致使开发者陷入“不得不服从苹果规则的困境”。</p>\n<p>Epic与苹果展开诉讼大战</p>\n<p>近期,又有Coronavirus Reporter和Calid Inc两家开发商加入了对抗苹果的行列,<b>一旦上升到反垄断的范畴,苹果就可能面临被司法禁止的监管风险。</b>目前,谷歌每年支付苹果80亿到120亿美元,成为iPhone的默认搜索引擎。</p>\n<p>昨晚的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>财报电话会上,马斯克也暗讽苹果称,一些公司为了打击竞争对手,创造“围墙花园”——即苹果可以通过App Store严格控制用户在iPhone上能够安装哪些软件。</p>\n<h3><b>3 结语</b></h3>\n<p>即使面临种种危机,市场仍然看好后疫情时代,苹果在5G手机超级周期下的硬件需求。另外华为事件也有利于苹果高端机市场份额的提升。</p>\n<p><b>除了硬件,苹果目前拥有7亿付费订阅用户,比去年同期多出1.5亿。</b>服务业务有望成为苹果公司下一个增长引擎,这极大弥补了疫情下硬件产品销售的不确定性。</p>\n<p>说到疫情,随着变异病毒德尔塔毒株蔓延,美国疫情卷土重来。“居家红利”有望继续延续,苹果的娱乐设备和视频、音乐等服务业务将继续受益。</p>","source":"stock_gelonghui","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>遭马斯克“痛骂”!漂亮财报救不了苹果</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遭马斯克“痛骂”!漂亮财报救不了苹果\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 18:37 北京时间 <a href=https://www.gelonghui.com/p/477896><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>昨天美股盘后,AMD、谷歌、微软、苹果四大科技龙头齐齐公布第三财季财报。然而,公布财报不可怕,谁跌谁尴尬。\n美股收盘,四大龙头齐跌:AMD跌0.86%、谷歌跌2.04%、微软跌0.87、苹果跌1.49%。但财报公布之后,AMD、谷歌、微软分别转涨1.08%、0.92%、0.16%。只有苹果,盘后继续跌2.09%。\n问题在于,苹果第三财经财报其实相当亮眼。不但季度总营收创历史同期新高,服务收入也连续...</p>\n\n<a href=\"https://www.gelonghui.com/p/477896\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/abcaa4af66c2ab008bf1c4b157462295","relate_stocks":{"TSLA":"特斯拉","AAPL":"苹果"},"source_url":"https://www.gelonghui.com/p/477896","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154474189","content_text":"昨天美股盘后,AMD、谷歌、微软、苹果四大科技龙头齐齐公布第三财季财报。然而,公布财报不可怕,谁跌谁尴尬。\n美股收盘,四大龙头齐跌:AMD跌0.86%、谷歌跌2.04%、微软跌0.87、苹果跌1.49%。但财报公布之后,AMD、谷歌、微软分别转涨1.08%、0.92%、0.16%。只有苹果,盘后继续跌2.09%。\n问题在于,苹果第三财经财报其实相当亮眼。不但季度总营收创历史同期新高,服务收入也连续两个季度创历史新高,iPhone销售更是同比激增近50%。\n业绩表现如此强劲,为何盘后依然在跌?\n1 财报解读:iPhone淡季不淡\n具体看这份财报,苹果第三财季净营收为814.34亿美元,高于华尔街预期的738亿美元。去年同期为596.85亿美元,同比增长36%,创同期历史新高;净利润为217.44亿美元,去年同期为112.53亿美元,同比增长93%。\n另外,每股收益EPS1.3美元,同比翻倍,也高于市场预期的1.01美元。苹果宣布将每股派息0.22美元,第三财季已花费290亿美元回馈股东。\n\n 数据来源:财报\n分产品来看,核心产品iPhone销售额达到396亿美元,增长约50%。同样超出市场346亿美元的预期。\niPad销售额为73.7亿美元,同比增12%,市场预期71.3亿美元;Mac销售额82.4亿美元,同比增16%,市场预期为80亿美元,但逊于第二财季的91亿美元;可穿戴设备、居家用品及周边产品销售额87.8亿美元,同比增36%,市场预期为76亿美元。\n总结而言,第三财季,苹果在所有产品收入上均实现了两位数的同比涨幅。\n并且苹果在电话会上特别指出,当季全球范围内75%的Apple Watch买家和大约50%的iPad和Mac买家为新增用户。\n值得一提的是,第三财季一般是iPhone传统的销售淡季,因为此时一般是最新款iPhone推出近一年后,和下一代iPhone推出几个月前。但数据显示,iPhone12的需求依旧保持强劲。\n关于这一点,高管在电话会上表示,“对公司史上最大的一次iPhone升级,全球iPhone市场表现都非常强劲,中国消费者对iPhone 12 Pro产品的反响尤其强烈”。\n库克则表示,苹果用户将旧手机升级成带有5G功能的iPhone 12,和安卓手机用户开始购买iPhone这两种类别,都实现了两位数百分比的强劲涨势。\n\n 数据来源:财报\n分地区而言,大中华区销售额收入为147.6亿美元,涨幅最高,达到58%。弱于上财季87%的同比涨幅;美洲收入358.7亿美元,同比增加近33%;欧洲收入189.4亿美元,同比增33.7%;日本收入64.6亿美元,同比增30%;其它亚太市场收入近54亿美元,同比增28%。\n总结来说,虽然各个分区市场均实现了两位数的同比涨幅,但和上个财季的同比涨幅相比均有所下降。苹果将其原因归结为受疫情影响导致的表现不佳。\n至于苹果股价不升反降的原因,或与苹果没有在最新财报中提供下季度业绩指引有关。这已经是疫情以来,苹果连续六个季度没有发布业绩指引,再度引发了投资者的担忧。\n一方面,投资者无法确定新一代iPhone是在传统的9月发布,还是推迟到四季度发布;另一方面,这凸显了疫情带来的不确定性仍旧相当严重。\n2 未来展望:不确定性仍然存在\n对下一财季的预计,苹果在电话会上表示“仍将会是非常强劲的两位数百分比同比增速”。但市场仍然对此心存担忧,主要是疫情下的不确定性引发的几方面担忧。\n首先是在供应链上。苹果首席财务官在周二的电话会议上表示,供应链紧张将在下一季度对iPhone和iPad产生影响。\n\n 苹果首席财务官Luca Maesteri\n一方面,芯片等供应短缺造成的对iPad和Mac的零件供应造成冲击。\n虽然第三财季芯片短缺造成的收入损失在此前预计的30亿至40亿美元区间的底端,但还是对热门产品造成了影响,比如苹果4月发布的新款iPad Pro,就因较大尺寸的新屏幕遇到生产问题导致供应受限。\n另一方面,疫情造成的大宗商品价格飙升,可能使得公司硬件产品原材料价格上涨。\n2021年以来,半导体芯片持续涨价,一是需求爆发叠加产能不足造成的供不应求,二是上游原材料价格上涨形成的连锁反应。因此此前市场传言,iPhone 13的起售价可能要超过iPhone 12的5499元。\n其次在销量上。一方面,根据上游供应链消息,iPhone 13的设计工作已经基本完成,确认不会搭载屏下指纹技术,升级更多体现在120赫兹高刷和反向无线充电技术。在缺乏重大升级的情况下,需求情况有待验证。\n另一方面,疫情冲击下,“居家红利”导致对娱乐需求提高,刺激了Mac和iPad等产品销量。但在疫苗逐渐普及后,高基数下的销量维持增速会更加艰难。\n同时,居家娱乐需求降低情况下,用户对App Store应用商店和音乐、视频、云服务、广告和支付等服务业务的收入也会放缓或者下滑。\n在服务业务方面,苹果面临的难题不止于此。此前,游戏开发商Epic Games状告苹果商店30%的抽成过高的官司战从美国打到了澳大利亚。Epic指控“苹果和Google互相勾结”,致使开发者陷入“不得不服从苹果规则的困境”。\nEpic与苹果展开诉讼大战\n近期,又有Coronavirus Reporter和Calid Inc两家开发商加入了对抗苹果的行列,一旦上升到反垄断的范畴,苹果就可能面临被司法禁止的监管风险。目前,谷歌每年支付苹果80亿到120亿美元,成为iPhone的默认搜索引擎。\n昨晚的特斯拉财报电话会上,马斯克也暗讽苹果称,一些公司为了打击竞争对手,创造“围墙花园”——即苹果可以通过App Store严格控制用户在iPhone上能够安装哪些软件。\n3 结语\n即使面临种种危机,市场仍然看好后疫情时代,苹果在5G手机超级周期下的硬件需求。另外华为事件也有利于苹果高端机市场份额的提升。\n除了硬件,苹果目前拥有7亿付费订阅用户,比去年同期多出1.5亿。服务业务有望成为苹果公司下一个增长引擎,这极大弥补了疫情下硬件产品销售的不确定性。\n说到疫情,随着变异病毒德尔塔毒株蔓延,美国疫情卷土重来。“居家红利”有望继续延续,苹果的娱乐设备和视频、音乐等服务业务将继续受益。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":801008869,"gmtCreate":1627469720551,"gmtModify":1633764717669,"author":{"id":"3582441993333231","authorId":"3582441993333231","name":"yee977","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582441993333231","authorIdStr":"3582441993333231"},"themes":[],"htmlText":"赞赞赞","listText":"赞赞赞","text":"赞赞赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/801008869","repostId":"2154494900","repostType":4,"isVote":1,"tweetType":1,"viewCount":1266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800814037,"gmtCreate":1627290513229,"gmtModify":1633766469985,"author":{"id":"3582441993333231","authorId":"3582441993333231","name":"yee977","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582441993333231","authorIdStr":"3582441993333231"},"themes":[],"htmlText":"赞赞赞","listText":"赞赞赞","text":"赞赞赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800814037","repostId":"1158744346","repostType":4,"repost":{"id":"1158744346","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":1627288784,"share":"https://www.laohu8.com/m/news/1158744346?lang=&edition=full","pubTime":"2021-07-26 16:39","market":"hk","language":"zh","title":"网易云音乐最快本周寻求上市聆讯,集资约78亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1158744346","media":"老虎资讯综合","summary":"7月6日,网易旗下的音乐业务网易云音乐于5月底递交上市申请,消息人士透露,网易云音乐(Cloud Village)最快于本周内寻求上市聆讯,集资约10亿美元(约78亿港元)。联席保荐人为美林、中金及瑞","content":"<p>7月6日,网易旗下的音乐业务网易云音乐于5月底递交上市申请,消息人士透露,网易云音乐(Cloud Village)最快于本周内寻求上市聆讯,集资约10亿美元(约78亿港元)。联席保荐人为美林、中金及瑞信。(香港经济日报)</p>\n<p>5月26日,网易云音乐在港交所披露IPO招股说明书。招股说明书显示,网易云音乐营收成倍增长毛亏损收窄,2018年至2019年网易云音乐的营收分别是11亿元、23亿元和49亿元。毛亏损从2018年的114%到2019年的45.6%,2020年为12.2%。</p>\n<p>不过披露期内三年连续亏损,2020年归属于股东的亏损扩大到30亿元,此前2019年为20亿元,三年累计亏损70亿元。</p>\n<p>西南证券首席策略分析师张刚认为,网易此时分拆网易云音乐上市是抓住了付费用户增长趋势得到了机构投资者认同的契机。2020年,网易云音乐在线音乐用户数从2019年的863万增长到2020年的1600万。社交娱乐服务月付费用户也在2020年达到了32.71万名。</p>\n<p></p>","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\" 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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网易云音乐最快本周寻求上市聆讯,集资约78亿港元\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\">2021-07-26 16:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月6日,网易旗下的音乐业务网易云音乐于5月底递交上市申请,消息人士透露,网易云音乐(Cloud Village)最快于本周内寻求上市聆讯,集资约10亿美元(约78亿港元)。联席保荐人为美林、中金及瑞信。(香港经济日报)</p>\n<p>5月26日,网易云音乐在港交所披露IPO招股说明书。招股说明书显示,网易云音乐营收成倍增长毛亏损收窄,2018年至2019年网易云音乐的营收分别是11亿元、23亿元和49亿元。毛亏损从2018年的114%到2019年的45.6%,2020年为12.2%。</p>\n<p>不过披露期内三年连续亏损,2020年归属于股东的亏损扩大到30亿元,此前2019年为20亿元,三年累计亏损70亿元。</p>\n<p>西南证券首席策略分析师张刚认为,网易此时分拆网易云音乐上市是抓住了付费用户增长趋势得到了机构投资者认同的契机。2020年,网易云音乐在线音乐用户数从2019年的863万增长到2020年的1600万。社交娱乐服务月付费用户也在2020年达到了32.71万名。</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/00dcf34e81cac78b5e7ae6a8ded26f86","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158744346","content_text":"7月6日,网易旗下的音乐业务网易云音乐于5月底递交上市申请,消息人士透露,网易云音乐(Cloud Village)最快于本周内寻求上市聆讯,集资约10亿美元(约78亿港元)。联席保荐人为美林、中金及瑞信。(香港经济日报)\n5月26日,网易云音乐在港交所披露IPO招股说明书。招股说明书显示,网易云音乐营收成倍增长毛亏损收窄,2018年至2019年网易云音乐的营收分别是11亿元、23亿元和49亿元。毛亏损从2018年的114%到2019年的45.6%,2020年为12.2%。\n不过披露期内三年连续亏损,2020年归属于股东的亏损扩大到30亿元,此前2019年为20亿元,三年累计亏损70亿元。\n西南证券首席策略分析师张刚认为,网易此时分拆网易云音乐上市是抓住了付费用户增长趋势得到了机构投资者认同的契机。2020年,网易云音乐在线音乐用户数从2019年的863万增长到2020年的1600万。社交娱乐服务月付费用户也在2020年达到了32.71万名。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800815482,"gmtCreate":1627290504146,"gmtModify":1633766470107,"author":{"id":"3582441993333231","authorId":"3582441993333231","name":"yee977","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582441993333231","authorIdStr":"3582441993333231"},"themes":[],"htmlText":"赞赞赞","listText":"赞赞赞","text":"赞赞赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800815482","repostId":"1135892688","repostType":4,"isVote":1,"tweetType":1,"viewCount":1094,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}