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花花公子小村长
IP属地：广东
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花花公子小村长
花花公子小村长
·
2024-11-07
监狱上市，确实新鲜
美股监狱运营商股票延续大涨走势，美国惩教公司涨超17%
11月7日，美股监狱运营商股票延续昨日大涨走势，美国惩教公司涨超17%，GEO惩教集团涨超6%。
美股监狱运营商股票延续大涨走势，美国惩教公司涨超17%
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花花公子小村长
花花公子小村长
·
2023-04-04
$康希诺生物(06185)$
真的是每天跌一点，比p2p靠谱多啦！
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花花公子小村长
花花公子小村长
·
2023-04-04
$明源云(00909)$
奇1葩公司，营业成本3亿，销售管理费用16亿，刚好卖出营业额也是16亿，一年到头还亏损了10亿，你再这样，我就打税务局电话问问到底怎么回事？
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花花公子小村长
花花公子小村长
·
2022-07-28
让自己值钱比回购更重要
商汤首份回购股份公告：平台化AI模式的“快钱”与“长钱”
7月19日，商汤-w披露了上市后首次回购股份的公告，当日斥资1407万港元，以每股2.1港元的价格，共回购670万股。这是商汤科技登陆港股后的首份回购股份公告。公告发布后，商汤股价20日涨幅近11%，21日再度收涨2.58%，阶段性告别往日颓势。本次回购并非孤立存在。作为“AI四小龙”之首的商汤科技，由于采取平台化AI模式，这需要在“快钱”与“长钱”之间做出抉择，公司选择为后者。
商汤首份回购股份公告：平台化AI模式的“快钱”与“长钱”
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花花公子小村长
花花公子小村长
·
2021-10-29
这个物业成本不低啊，1万/平，还不如实质性的请些医疗大神多做做研发，看股价都跌成啥样啦，好好一企业，一点都不务实！
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花花公子小村长
花花公子小村长
·
2021-10-29
$康圣环球(09960)$
康圣，抗不住啊
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花花公子小村长
花花公子小村长
·
2021-07-15
$康圣环球(09960)$
希望不亏就好
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花花公子小村长
花花公子小村长
·
2021-07-14
高瓴入局的基本都是往上市搞，一上市就套现走人
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花花公子小村长
花花公子小村长
·
2021-06-09
#老虎证券 打新股了
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花花公子小村长
花花公子小村长
·
2021-03-30
去看看街电，美团满大街，怪兽的量并不大，都在做充电宝，本身没有什么技术含量，就是去年充电涨价了，导致利润上涨而已。一般充电宝除了应急，没啥大用，这种伪技术科技公司，我是看不懂，不过确实佩服高瓴资本，怪兽就是一家为了上市而成立的公司！
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22:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月7日，美股监狱运营商股票延续昨日大涨走势，美国惩教公司涨超17%，GEO惩教集团涨超6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c4de99ea34c9880070ba4895bfa4279\" tg-width=\"560\" 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</a>真的是每天跌一点，比p2p靠谱多啦！","listText":"<a href=\"https://laohu8.com/S/06185\">$康希诺生物(06185)$ </a>真的是每天跌一点，比p2p靠谱多啦！","text":"$康希诺生物(06185)$ 真的是每天跌一点，比p2p靠谱多啦！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653349372","isVote":1,"tweetType":1,"viewCount":2330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653340247,"gmtCreate":1680592716589,"gmtModify":1680592718069,"author":{"id":"70431454032735","authorId":"70431454032735","name":"花花公子小村长","avatar":"https://static.tigerbbs.com/e45d5258c6274552c4fc214b592c06ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"70431454032735","authorIdStr":"70431454032735"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00909\">$明源云(00909)$ </a>奇1葩公司，营业成本3亿，销售管理费用16亿，刚好卖出营业额也是16亿，一年到头还亏损了10亿，你再这样，我就打税务局电话问问到底怎么回事？","listText":"<a href=\"https://laohu8.com/S/00909\">$明源云(00909)$ </a>奇1葩公司，营业成本3亿，销售管理费用16亿，刚好卖出营业额也是16亿，一年到头还亏损了10亿，你再这样，我就打税务局电话问问到底怎么回事？","text":"$明源云(00909)$ 奇1葩公司，营业成本3亿，销售管理费用16亿，刚好卖出营业额也是16亿，一年到头还亏损了10亿，你再这样，我就打税务局电话问问到底怎么回事？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653340247","isVote":1,"tweetType":1,"viewCount":3393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":682297142,"gmtCreate":1659001955787,"gmtModify":1659001955787,"author":{"id":"70431454032735","authorId":"70431454032735","name":"花花公子小村长","avatar":"https://static.tigerbbs.com/e45d5258c6274552c4fc214b592c06ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"70431454032735","authorIdStr":"70431454032735"},"themes":[],"htmlText":"让自己值钱比回购更重要","listText":"让自己值钱比回购更重要","text":"让自己值钱比回购更重要","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/682297142","repostId":"2254348351","repostType":2,"repost":{"id":"2254348351","kind":"news","pubTimestamp":1658990162,"share":"https://www.laohu8.com/m/news/2254348351?lang=&edition=full","pubTime":"2022-07-28 14:36","market":"hk","language":"zh","title":"商汤首份回购股份公告：平台化AI模式的“快钱”与“长钱”","url":"https://stock-news.laohu8.com/highlight/detail?id=2254348351","media":"证券时报e公司","summary":"7月19日，商汤-w披露了上市后首次回购股份的公告，当日斥资1407万港元，以每股2.1港元的价格，共回购670万股。这是商汤科技登陆港股后的首份回购股份公告。公告发布后，商汤股价20日涨幅近11%，21日再度收涨2.58%，阶段性告别往日颓势。本次回购并非孤立存在。作为“AI四小龙”之首的商汤科技，由于采取平台化AI模式，这需要在“快钱”与“长钱”之间做出抉择，公司选择为后者。","content":"<html><body><article><p>7月19日，商汤-w（00020.HK）披露了上市后首次回购股份的公告，当日斥资1407万港元，以每股2.1港元的价格，共<span>回购</span>670万股。这是商汤科技登陆港股后的首份回购股份公告。</p><p>公告发布后，商汤股价20日涨幅近11%，21日再度收涨2.58%，阶段性告别往日颓势。</p><p>本次回购并非孤立存在。此前，商汤管理层曾发布自愿性公告，延迟所持B类股票禁售期至年底。从本轮公司回购动作来看，可是视为继此前禁售期延长之后，商汤表达对自身股票价值、业务前景、战略及长远发展信心的2.0版本。</p><p>作为“AI四小龙”之首的商汤科技，由于采取平台化AI模式，这需要在“快钱”与“长钱”之间做出抉择，公司选择为后者。目前，商汤正在构建具备行业领先的研发及商业落地实力，“硬科技”商业潜力仍然有待释放。这既是“快钱派”选择在二级市场用脚投票的重要背景，也是“长钱派”选择低位回购等运作的重要支撑。</p><p><strong>首次回购</strong></p><p>二级市场股价的阶段性低迷，是商汤开启首次回购的重要背景之一。</p><p>去年底刚刚登陆资本市场时，商汤科技股价也曾表现突出，上市后四个交易日就实现了股价翻倍，高峰时期总市值曾超过3200亿港元，成为名副其实的“AI第一股”。。</p><p>值得注意的是今年6月30日，商汤科技的七成限售股迎来解禁，导致股价产生大幅波动。</p><p>在此前后，公司管理层宣布延长股份锁定期。当时公司在港交所公告，徐立、王晓刚、徐冰及本集团若干管理层成员以本公司为受益人自愿承诺于2022年12月29日前，不会出售本公司于2016年11月1日采纳的首次公开发售前受限制股份单位所涉及的B类股份，及本公司于2016年11月1日采纳的首次公开发售前雇员激励计划（已修订）下已归属的期权获行使所涉及的B类股份。</p><p>从年报披露来看，商汤科技的现金储备较为充裕，2021年末的银行存款及在手现金总结余为215.2亿元人民币，可支撑公司行使购回授权以及今后长期发展。</p><p>从目前来看，市场对于限售股解禁所带来的股价冲击已经阶段性缓解，下杀动能有所减弱，不过股价重拾升势仍然有待时日。</p><p><strong>硬科技看长期</strong></p><p>拆解商汤科技股价下杀的原因，一方面与港股大势有关，另一方面也与市场对于公司业务模式、未来盈利不确定性的担忧。</p><p>近年来，从部分财务指标来看，商汤确实还面临亏损的情况。据2021年报数据，商汤的经调整亏损净额为14.18亿元。从国际经验来看，技术驱动的硬科技企业前期研发投入大、短期内见效慢的阶段不可或缺，包括<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>等巨头也曾出现亏损20年才盈利的先例。可见，对于模式创新和技术创新类企业来说，技术动能转化为发展势能依然是一条必经之路。一旦积累到成长期的临界点，商汤的商业价值将会在很长一段时间内快速稳定增长。</p><p>虽然有声音认为人工智能道路并不好走。一方面是因为庞大的研发开支、人力成本，另一方面，对AI爆发性应用场景的探索也仍在路上。但是，以技术为底色赋能千行百业的商汤科技，依然算得上人工智能行业的领路人。</p><p><strong>商业模式之辨</strong></p><p>从目前来看，商汤依然处于技术积累的路上。其中，首个能够规模化集中量产高性能人工智能模型的AI基础设施SenseCore就是典型代表，集算力、平台、算法三位一体，助力AI模型生产的“量效齐升”，赋能多个垂直赛道。</p><p>不过这也带来公司的持续高研发投入。商汤科技2021年研发投入高达30.6亿元，占营收的65.1%。投入所指向的是研发人员数量的大幅增加和AI模型的大量研发。</p><p>拆解商汤的商业模式，商汤所选择的是“先铺路再发展商业模式”的策略。公司联合创始人徐立曾表示，先有持续的大规模技术投入带来创新，再有商业模式发展，这是一条罕有人走的路，艰难之处在于商业的不确定性。</p><p>在技术积累的基础上，商汤AI业务陆续实现对智慧商业、智慧城市、智慧生活、智能汽车四大板块的覆盖。从营收结构上看，2021年在智慧城市板块的营收为21.4亿元，同比增长了56.5%；而在智慧商业板块的营收为19.6亿元，同比增长了31.8%。除此之外，商汤也在加强对智能汽车和智慧生活板块的布局。这也带动了营收规模的扩大趋势。</p><p>实际上，根据弗若斯特沙利文报告，按2020年的收入计，商汤就已经是亚洲最大的人工智能软件公司。随着商汤上市后公布的首份全年财报营收的继续增长，基于其商业化持续发展和技术储备，多家券商才坚持对其授予增持评级。</p><p>回购之后的商汤股价能否彻底企稳？市场更认可“快钱模式”还是“长钱模式”？……诸多答案，仍然有待时间给出答案。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE 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{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商汤首份回购股份公告：平台化AI模式的“快钱”与“长钱”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-28 14:36 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20220728144602820f8b63&s=b><strong>证券时报e公司</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月19日，商汤-w（00020.HK）披露了上市后首次回购股份的公告，当日斥资1407万港元，以每股2.1港元的价格，共回购670万股。这是商汤科技登陆港股后的首份回购股份公告。公告发布后，商汤股价20日涨幅近11%，21日再度收涨2.58%，阶段性告别往日颓势。本次回购并非孤立存在。此前，商汤管理层曾发布自愿性公告，延迟所持B类股票禁售期至年底。从本轮公司回购动作来看，可是视为继此前禁售期延长...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20220728144602820f8b63&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00020":"商汤-W","BK1109":"应用软件"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20220728144602820f8b63&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2254348351","content_text":"7月19日，商汤-w（00020.HK）披露了上市后首次回购股份的公告，当日斥资1407万港元，以每股2.1港元的价格，共回购670万股。这是商汤科技登陆港股后的首份回购股份公告。公告发布后，商汤股价20日涨幅近11%，21日再度收涨2.58%，阶段性告别往日颓势。本次回购并非孤立存在。此前，商汤管理层曾发布自愿性公告，延迟所持B类股票禁售期至年底。从本轮公司回购动作来看，可是视为继此前禁售期延长之后，商汤表达对自身股票价值、业务前景、战略及长远发展信心的2.0版本。作为“AI四小龙”之首的商汤科技，由于采取平台化AI模式，这需要在“快钱”与“长钱”之间做出抉择，公司选择为后者。目前，商汤正在构建具备行业领先的研发及商业落地实力，“硬科技”商业潜力仍然有待释放。这既是“快钱派”选择在二级市场用脚投票的重要背景，也是“长钱派”选择低位回购等运作的重要支撑。首次回购二级市场股价的阶段性低迷，是商汤开启首次回购的重要背景之一。去年底刚刚登陆资本市场时，商汤科技股价也曾表现突出，上市后四个交易日就实现了股价翻倍，高峰时期总市值曾超过3200亿港元，成为名副其实的“AI第一股”。。值得注意的是今年6月30日，商汤科技的七成限售股迎来解禁，导致股价产生大幅波动。在此前后，公司管理层宣布延长股份锁定期。当时公司在港交所公告，徐立、王晓刚、徐冰及本集团若干管理层成员以本公司为受益人自愿承诺于2022年12月29日前，不会出售本公司于2016年11月1日采纳的首次公开发售前受限制股份单位所涉及的B类股份，及本公司于2016年11月1日采纳的首次公开发售前雇员激励计划（已修订）下已归属的期权获行使所涉及的B类股份。从年报披露来看，商汤科技的现金储备较为充裕，2021年末的银行存款及在手现金总结余为215.2亿元人民币，可支撑公司行使购回授权以及今后长期发展。从目前来看，市场对于限售股解禁所带来的股价冲击已经阶段性缓解，下杀动能有所减弱，不过股价重拾升势仍然有待时日。硬科技看长期拆解商汤科技股价下杀的原因，一方面与港股大势有关，另一方面也与市场对于公司业务模式、未来盈利不确定性的担忧。近年来，从部分财务指标来看，商汤确实还面临亏损的情况。据2021年报数据，商汤的经调整亏损净额为14.18亿元。从国际经验来看，技术驱动的硬科技企业前期研发投入大、短期内见效慢的阶段不可或缺，包括亚马逊等巨头也曾出现亏损20年才盈利的先例。可见，对于模式创新和技术创新类企业来说，技术动能转化为发展势能依然是一条必经之路。一旦积累到成长期的临界点，商汤的商业价值将会在很长一段时间内快速稳定增长。虽然有声音认为人工智能道路并不好走。一方面是因为庞大的研发开支、人力成本，另一方面，对AI爆发性应用场景的探索也仍在路上。但是，以技术为底色赋能千行百业的商汤科技，依然算得上人工智能行业的领路人。商业模式之辨从目前来看，商汤依然处于技术积累的路上。其中，首个能够规模化集中量产高性能人工智能模型的AI基础设施SenseCore就是典型代表，集算力、平台、算法三位一体，助力AI模型生产的“量效齐升”，赋能多个垂直赛道。不过这也带来公司的持续高研发投入。商汤科技2021年研发投入高达30.6亿元，占营收的65.1%。投入所指向的是研发人员数量的大幅增加和AI模型的大量研发。拆解商汤的商业模式，商汤所选择的是“先铺路再发展商业模式”的策略。公司联合创始人徐立曾表示，先有持续的大规模技术投入带来创新，再有商业模式发展，这是一条罕有人走的路，艰难之处在于商业的不确定性。在技术积累的基础上，商汤AI业务陆续实现对智慧商业、智慧城市、智慧生活、智能汽车四大板块的覆盖。从营收结构上看，2021年在智慧城市板块的营收为21.4亿元，同比增长了56.5%；而在智慧商业板块的营收为19.6亿元，同比增长了31.8%。除此之外，商汤也在加强对智能汽车和智慧生活板块的布局。这也带动了营收规模的扩大趋势。实际上，根据弗若斯特沙利文报告，按2020年的收入计，商汤就已经是亚洲最大的人工智能软件公司。随着商汤上市后公布的首份全年财报营收的继续增长，基于其商业化持续发展和技术储备，多家券商才坚持对其授予增持评级。回购之后的商汤股价能否彻底企稳？市场更认可“快钱模式”还是“长钱模式”？……诸多答案，仍然有待时间给出答案。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2044,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854720248,"gmtCreate":1635484994428,"gmtModify":1635484994428,"author":{"id":"70431454032735","authorId":"70431454032735","name":"花花公子小村长","avatar":"https://static.tigerbbs.com/e45d5258c6274552c4fc214b592c06ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"70431454032735","authorIdStr":"70431454032735"},"themes":[],"htmlText":"这个物业成本不低啊，1万/平，还不如实质性的请些医疗大神多做做研发，看股价都跌成啥样啦，好好一企业，一点都不务实！","listText":"这个物业成本不低啊，1万/平，还不如实质性的请些医疗大神多做做研发，看股价都跌成啥样啦，好好一企业，一点都不务实！","text":"这个物业成本不低啊，1万/平，还不如实质性的请些医疗大神多做做研发，看股价都跌成啥样啦，好好一企业，一点都不务实！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854720248","repostId":"2175112633","repostType":2,"isVote":1,"tweetType":1,"viewCount":2235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854784593,"gmtCreate":1635483546837,"gmtModify":1635483546837,"author":{"id":"70431454032735","authorId":"70431454032735","name":"花花公子小村长","avatar":"https://static.tigerbbs.com/e45d5258c6274552c4fc214b592c06ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"70431454032735","authorIdStr":"70431454032735"},"themes":[],"htmlText":"<a 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打新股了","listText":"#老虎证券 打新股了","text":"#老虎证券 打新股了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/189894215","isVote":1,"tweetType":1,"viewCount":1505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355505040,"gmtCreate":1617081054480,"gmtModify":1617081054480,"author":{"id":"70431454032735","authorId":"70431454032735","name":"花花公子小村长","avatar":"https://static.tigerbbs.com/e45d5258c6274552c4fc214b592c06ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"70431454032735","authorIdStr":"70431454032735"},"themes":[],"htmlText":"去看看街电，美团满大街，怪兽的量并不大，都在做充电宝，本身没有什么技术含量，就是去年充电涨价了，导致利润上涨而已。一般充电宝除了应急，没啥大用，这种伪技术科技公司，我是看不懂，不过确实佩服高瓴资本，怪兽就是一家为了上市而成立的公司！","listText":"去看看街电，美团满大街，怪兽的量并不大，都在做充电宝，本身没有什么技术含量，就是去年充电涨价了，导致利润上涨而已。一般充电宝除了应急，没啥大用，这种伪技术科技公司，我是看不懂，不过确实佩服高瓴资本，怪兽就是一家为了上市而成立的公司！","text":"去看看街电，美团满大街，怪兽的量并不大，都在做充电宝，本身没有什么技术含量，就是去年充电涨价了，导致利润上涨而已。一般充电宝除了应急，没啥大用，这种伪技术科技公司，我是看不懂，不过确实佩服高瓴资本，怪兽就是一家为了上市而成立的公司！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355505040","repostId":"1152425114","repostType":2,"isVote":1,"tweetType":1,"viewCount":1951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}