LNM888 personal page - To The Moon

LNM888

No personal profile

558Follow

57Followers

1Topic

0Badge

01-17

$Top Glove(BVA.SI)$ Sad 😔

01-13

Nice game 😍😍😍

01-12

[Cool] [Cool] [Cool] [Cool]

01-12

[Miser] [Miser] [Miser] [Miser] [Miser]

01-12

[What] [What] [What] [What] [What] [What]

01-12

[What] [What] [What] [What]

01-12

[What] [What] [What] [What] [What]

01-11

[Cry] [Cry] [Cry] [Cry] [Cry] [What] [What] [What]

01-10

[What] [What] [What] [What] [What] [What]

01-09

[What] [What] [What] [What] [What] [What]

01-08

[What] [What] [What] [What] [What]

01-07

[Miser] [Miser] [Miser] [Miser] [Miser] [Miser]

01-06

ok

01-06

[Miser] [Miser] [Miser] [Miser] [Miser]

01-05

Nice games 😍😍😍

01-04

[What] [What] [What] [What] [What] [What]

01-03

[What] [What] [What] [What] [What]

01-02

[Miser] [Miser] [Miser] [Miser] [Miser]

01-01

[Cool] [Cool] [Cool] [Cool] [Cool] [Cool]

2023-12-31

Nice game 😍😍😍

Go to Tiger App to see more news

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😍😍😍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257923676999776","isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":191631878738120,"gmtCreate":1687793780011,"gmtModify":1687793785365,"author":{"id":"4088090190949440","authorId":"4088090190949440","name":"LNM888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088090190949440","authorIdStr":"4088090190949440"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷] [财迷] [财迷] 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[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/191171605614816","isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":238808174010648,"gmtCreate":1699332254475,"gmtModify":1699332258270,"author":{"id":"4088090190949440","authorId":"4088090190949440","name":"LNM888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088090190949440","authorIdStr":"4088090190949440"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷] [财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/238808174010648","isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190856836468912,"gmtCreate":1687621563463,"gmtModify":1687621568980,"author":{"id":"4088090190949440","authorId":"4088090190949440","name":"LNM888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088090190949440","authorIdStr":"4088090190949440"},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","text":"[微笑] [微笑] [微笑] [开心] [开心] [开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190856836468912","isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925528445,"gmtCreate":1672069924388,"gmtModify":1676538629735,"author":{"id":"4088090190949440","authorId":"4088090190949440","name":"LNM888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088090190949440","authorIdStr":"4088090190949440"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9925528445","repostId":"1152955091","repostType":4,"repost":{"id":"1152955091","pubTimestamp":1672068846,"share":"https://ttm.financial/m/news/1152955091?lang=&edition=fundamental","pubTime":"2022-12-26 23:34","market":"us","language":"en","title":"Tesla's Crash Could Signal A New Bull Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1152955091","media":"Seeking Alpha","summary":"As the market transitions to more sensible valuations, there are less and less reasons to be bearish","content":"<html><head></head><body><p>As the market transitions to more sensible valuations, there are less and less reasons to be bearish. The beginning of a recession often signals the beginning of a new bull market. I&#39;m still not bullish on Tesla, nor the S&amp;P 500. But I wouldn&#39;t be short, and I wouldn&#39;t be sitting on a pile of cash at a time like this. Jim Cramer often exclaims on CNBC, &#34;There&#39;s always a bull market somewhere.&#34; This is by no means an endorsement to take advice from Jim Cramer, but I believe there are plenty of contrarian values to be bullish about as the market shifts from what was to what will be.</p><p>As for Tesla, I&#39;m not a buyer yet. In my base-case scenario, I&#39;m seeing long-term returns of 5% per annum.</p><h3>Tesla&#39;s Outlook</h3><p>Legendary investor Sir John Templeton once told Bill Miller the following:</p><p>&#34;There are only two types of investors, those who are outlook and trend investors and those who are price and value investors. 90% of people are outlook and trend investors.&#34;</p><p>A year ago, the outlook for Tesla was phenomenal. The company was demonstrating explosive growth, and that growth was expected to continue. So far, it has. Tesla&#39;s net income has soared:</p><p><img src=\"https://static.tigerbbs.com/fba100e8982cd53633e2922445131c56\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Despite this terrific financial performance, Tesla&#39;s stock has plummeted. So, what&#39;s going on here? Well, like Sir John Templeton said, 90% of investors are &#34;outlook and trend investors.&#34; What happened was, the outlook changed. Elon&#39;s diverting his attention to Twitter, a recession looms, and Tesla&#39;s market share is shrinking. These are all things I warned about five months ago. They&#39;re coming to light.</p><p>As for the market share, Forbes said it best:</p><p>&#34;Tesla continues to dominate EV sales, with 65.4% of the EV market. However, that is down from 68.2% in 2021 and 79.4% in 2020. With the market growing, Tesla is still rapidly growing its vehicle sales despite its loss of market share.&#34;</p><p>That&#39;s U.S. market share, by the way. Globally, Tesla has an EV market share of roughly 14%.</p><p>Another issue for Tesla is that every automaker globally now wants in on EVs. And of course they do, EV stocks have soared and traditional automaker&#39;s stocks haven&#39;t. In addition, Tesla&#39;s displayed remarkable profitability selling EVs. This is simply how capitalism works; when an industry gets hot, everyone rushes in. Once everyone&#39;s rushed in, the profits get squeezed because there&#39;s more competition.</p><p>Now, looking at Tesla. The company maintains the premium product. Tesla&#39;s customer satisfaction scores are industry leading. Tesla had a first-mover advantage, and its technology is just better at this point. Elon did a terrific job of building Tesla&#39;s brand in a brutally competitive auto market.</p><p>One thing to note on the customer satisfaction scores: that&#39;s just for EVs. Newsweek recently found that buyers of internal-combustion vehicles are more satisfied than EV buyers:</p><h3><img src=\"https://static.tigerbbs.com/0fbc8c1f4dbd2317e3869d3baa82c71d\" tg-width=\"640\" tg-height=\"146\" referrerpolicy=\"no-referrer\"/>Tesla&#39;s Future Growth</h3><p>The number of electric vehicles sold globally is projected to grow at 17% per annum through to 2027. Tesla has an opportunity to grow its autonomous drive, EV semis, and energy generation businesses at rates exceeding 17%. But, because 95% of Tesla&#39;s revenue comes from the automotive arm, where Tesla is losing share, I expect the company to grow its earnings at a slower pace.</p><p>The other issue I&#39;m seeing is the cyclicality of the auto market. Nearing the peak of the cycle, Tesla&#39;s never before been this profitable:</p><p><img src=\"https://static.tigerbbs.com/0e3b58724f2aa85e9e67975a8a420129\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>These kinds of profit margins and return on assets numbers are far beyond industry averages and will be difficult to maintain over the next 10 years as competitors catch up on a technological basis.</p><p>All things considered, I&#39;m projecting earnings to grow at a pace of 15% per annum from here.</p><h3>Long-term Returns</h3><p>My 2033 price target for Tesla is $208 per share, implying a return of 5% per annum.</p><p>Tesla has earnings per share of $3.23. If it can grow that at 15% per annum, it will earn $13 per share in 2033. I&#39;ve applied a terminal multiple of 16x.</p><p>Does Tesla&#39;s Collapse Signal A New Bull Market?</p><p>A recession in 2023 is now baked into the consensus. Globally, the world is already beginning to experience rolling recessions. At the same time, investors are exceptionally pessimistic:</p><p><img src=\"https://static.tigerbbs.com/3e666c6a5e6b8a46f7ae6082479758c6\" tg-width=\"640\" tg-height=\"239\" referrerpolicy=\"no-referrer\"/>This usually means it&#39;s time to be contrarian and go long. All of the billions of dollars that have flowed out of Tesla stock have to go somewhere after all.</p><p>I explained in my article &#34;QQQ: An Excessive Bust Is Coming&#34; why I expect the pessimism in the technology sector to be more prolonged. The reason: George Soros has explained in the past that excessive margin, speculation, and exuberance on the upside creates excessive insolvency, fear, and selling on the downside. After the dot com bubble burst, it took 15 years for tech stocks to gain popularity again. Fifteen years is often the amount of time it takes for investors to forget about the pain inflicted when a bubble pops. After a fifteen-year stretch, earnings tend to catch up to valuations, and industries have time to fully consolidate.</p><p>Rather than looking at stocks that have &#34;gone to the moon,&#34; I&#39;m finding opportunities in stocks that have gone nowhere for 15 years. This was the case for Microsoft (MSFT) in 2013:</p><p><img src=\"https://static.tigerbbs.com/e0b1d1bc530a801074c58a4c41b77c74\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>I believe flat indexes and stocks are now great hunting grounds for the next bull market. The key is that the fundamentals are in good shape (You don&#39;t want to buy a company that&#39;s about to go bankrupt or become obsolete). As for the market as a whole, I&#39;m seeing returns in the range of 5% per annum for the Vanguard S&amp;P 500 ETF (VOO) and Spider S&amp;P 500 Trust ETF (SPY).</p><h3>In Conclusion</h3><p>I&#39;ve upgraded Tesla to a &#34;sell&#34; from a &#34;strong-sell.&#34; Following its collapse, Tesla may be offering a market matching return of 5% per annum. A 5% annual return is right between a &#34;sell&#34; and &#34;hold&#34; rating for me. But, because of the opportunity cost and George Soros&#39; boom-bust model, I think it&#39;s best to sell and move on. After tech stocks toppled in 2000, value stocks really took off. As Jim Cramer often exclaims, &#34;There&#39;s always a bull market somewhere.&#34; Until next time, happy investing.</p></body></html>","source":"seekingalpha_fund","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>Tesla's Crash Could Signal A New Bull Market</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\">\nTesla's Crash Could Signal A New Bull Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-26 23:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4566265-teslas-crash-could-signal-a-new-bull-market><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As the market transitions to more sensible valuations, there are less and less reasons to be bearish. The beginning of a recession often signals the beginning of a new bull market. I'm still not ...</p>\n\n<a href=\"https://seekingalpha.com/article/4566265-teslas-crash-could-signal-a-new-bull-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4566265-teslas-crash-could-signal-a-new-bull-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152955091","content_text":"As the market transitions to more sensible valuations, there are less and less reasons to be bearish. The beginning of a recession often signals the beginning of a new bull market. I'm still not bullish on Tesla, nor the S&P 500. But I wouldn't be short, and I wouldn't be sitting on a pile of cash at a time like this. Jim Cramer often exclaims on CNBC, \"There's always a bull market somewhere.\" This is by no means an endorsement to take advice from Jim Cramer, but I believe there are plenty of contrarian values to be bullish about as the market shifts from what was to what will be.As for Tesla, I'm not a buyer yet. In my base-case scenario, I'm seeing long-term returns of 5% per annum.Tesla's OutlookLegendary investor Sir John Templeton once told Bill Miller the following:\"There are only two types of investors, those who are outlook and trend investors and those who are price and value investors. 90% of people are outlook and trend investors.\"A year ago, the outlook for Tesla was phenomenal. The company was demonstrating explosive growth, and that growth was expected to continue. So far, it has. Tesla's net income has soared:Despite this terrific financial performance, Tesla's stock has plummeted. So, what's going on here? Well, like Sir John Templeton said, 90% of investors are \"outlook and trend investors.\" What happened was, the outlook changed. Elon's diverting his attention to Twitter, a recession looms, and Tesla's market share is shrinking. These are all things I warned about five months ago. They're coming to light.As for the market share, Forbes said it best:\"Tesla continues to dominate EV sales, with 65.4% of the EV market. However, that is down from 68.2% in 2021 and 79.4% in 2020. With the market growing, Tesla is still rapidly growing its vehicle sales despite its loss of market share.\"That's U.S. market share, by the way. Globally, Tesla has an EV market share of roughly 14%.Another issue for Tesla is that every automaker globally now wants in on EVs. And of course they do, EV stocks have soared and traditional automaker's stocks haven't. In addition, Tesla's displayed remarkable profitability selling EVs. This is simply how capitalism works; when an industry gets hot, everyone rushes in. Once everyone's rushed in, the profits get squeezed because there's more competition.Now, looking at Tesla. The company maintains the premium product. Tesla's customer satisfaction scores are industry leading. Tesla had a first-mover advantage, and its technology is just better at this point. Elon did a terrific job of building Tesla's brand in a brutally competitive auto market.One thing to note on the customer satisfaction scores: that's just for EVs. Newsweek recently found that buyers of internal-combustion vehicles are more satisfied than EV buyers:Tesla's Future GrowthThe number of electric vehicles sold globally is projected to grow at 17% per annum through to 2027. Tesla has an opportunity to grow its autonomous drive, EV semis, and energy generation businesses at rates exceeding 17%. But, because 95% of Tesla's revenue comes from the automotive arm, where Tesla is losing share, I expect the company to grow its earnings at a slower pace.The other issue I'm seeing is the cyclicality of the auto market. Nearing the peak of the cycle, Tesla's never before been this profitable:These kinds of profit margins and return on assets numbers are far beyond industry averages and will be difficult to maintain over the next 10 years as competitors catch up on a technological basis.All things considered, I'm projecting earnings to grow at a pace of 15% per annum from here.Long-term ReturnsMy 2033 price target for Tesla is $208 per share, implying a return of 5% per annum.Tesla has earnings per share of $3.23. If it can grow that at 15% per annum, it will earn $13 per share in 2033. I've applied a terminal multiple of 16x.Does Tesla's Collapse Signal A New Bull Market?A recession in 2023 is now baked into the consensus. Globally, the world is already beginning to experience rolling recessions. At the same time, investors are exceptionally pessimistic:This usually means it's time to be contrarian and go long. All of the billions of dollars that have flowed out of Tesla stock have to go somewhere after all.I explained in my article \"QQQ: An Excessive Bust Is Coming\" why I expect the pessimism in the technology sector to be more prolonged. The reason: George Soros has explained in the past that excessive margin, speculation, and exuberance on the upside creates excessive insolvency, fear, and selling on the downside. After the dot com bubble burst, it took 15 years for tech stocks to gain popularity again. Fifteen years is often the amount of time it takes for investors to forget about the pain inflicted when a bubble pops. After a fifteen-year stretch, earnings tend to catch up to valuations, and industries have time to fully consolidate.Rather than looking at stocks that have \"gone to the moon,\" I'm finding opportunities in stocks that have gone nowhere for 15 years. This was the case for Microsoft (MSFT) in 2013:I believe flat indexes and stocks are now great hunting grounds for the next bull market. The key is that the fundamentals are in good shape (You don't want to buy a company that's about to go bankrupt or become obsolete). As for the market as a whole, I'm seeing returns in the range of 5% per annum for the Vanguard S&P 500 ETF (VOO) and Spider S&P 500 Trust ETF (SPY).In ConclusionI've upgraded Tesla to a \"sell\" from a \"strong-sell.\" Following its collapse, Tesla may be offering a market matching return of 5% per annum. A 5% annual return is right between a \"sell\" and \"hold\" rating for me. But, because of the opportunity cost and George Soros' boom-bust model, I think it's best to sell and move on. After tech stocks toppled in 2000, value stocks really took off. As Jim Cramer often exclaims, \"There's always a bull market somewhere.\" Until next time, happy investing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839127370,"gmtCreate":1629128324690,"gmtModify":1676529941229,"author":{"id":"4088090190949440","authorId":"4088090190949440","name":"LNM888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088090190949440","authorIdStr":"4088090190949440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/839127370","repostId":"1154038218","repostType":4,"repost":{"id":"1154038218","pubTimestamp":1629126355,"share":"https://ttm.financial/m/news/1154038218?lang=&edition=fundamental","pubTime":"2021-08-16 23:05","market":"us","language":"zh","title":"Taper时间表来了？瑞银：最有可能在12月启动","url":"https://stock-news.laohu8.com/highlight/detail?id=1154038218","media":"华尔街见闻","summary":"美国的缩减购债计划（taper）正在越来越快地提上日程。","content":"<p>作者：于旭东</p>\n<p>美国的缩减购债计划（taper）正在越来越快地提上日程。</p>\n<p>此前有分析人士指出，如果经济持续复苏，美联储官员将在大约3个月内开启taper，其中一些官员还在推动在明年年中时结束taper的计划。</p>\n<p>在最近的一些采访和官方声明中，一些人主张让美联储制定一个时间表，其中包括taper和加息的具体实施计划。</p>\n<p>瑞银认为，<b>美联储最有可能在12月taper，并将在12个月内完成taper路径</b>。此外瑞银还表示，<b><b>与其猜测taper时点，不如关注taper节</b></b><b>奏</b>。</p>\n<p>通过美联储官员的讲话，也大致可以看到一个关于taper节奏的模糊画像：<b>9月至明年初宣布开启taper，并于明年3月至年中前结束taper</b>。</p>\n<p>在数量上，美联储官员们认为应该<b>每月减少100-200亿美元的国债购买量和50-100亿美元的抵押贷款支持证券购买量</b>。</p>\n<p>瑞银：12月最可能taper，最重要的是节奏</p>\n<p>瑞银在最近的一份报告里表示，把宣布taper拖到2022年的可能性很低，<b>美联储最有可能在2021年12月宣布taper，但也不能排除11月宣布</b>。</p>\n<p>瑞银在报告中表示，目前的关键问题不是taper日期，而是节奏和进度，他们预计美联储将在12个月内完成。目前市场面临的最大问题是——taper将会有多块。</p>\n<p>瑞银预计，<b>在2021年12月至2022年11月的每次议息会议上，美联储将会减少150亿美元的资产购买</b>。</p>\n<p>对于taper时间节点，美联储官员是怎么表态的</p>\n<p>美联储去年12月曾首次提出，将继续施行购债计划，并维持2%的平均通胀目标，直到在强劲的就业目标上取得实质性的进展。</p>\n<p>而在7月的议息会议上，美联储主要讨论了两个问题：何时开始削减每月800亿美元的国债和400亿美元的抵押贷款支持证券的购买量，以及taper的速度有多快。美联储将于周三公布会议纪要，这将会提供有关taper的进一步线索。</p>\n<p>taper的具体实施路径细节对于金融市场非常重要，因为美联储官员曾表示，他们更愿意在将利率从接近于零的水平上调之前结束taper，因此taper和加息息息相关。</p>\n<p>在6月的议息会议上，18位美联储官员中有13位预计他们将在2023年底前加息；有7位预计到2022年底加息。</p>\n<p>美联储主席鲍威尔在7月28日的新闻发布会上表示，美联储“距离考虑加息还有一段距离。但最近强劲的非农就业报告却<b>加强了美联储在9月21-22日的下一次议息会议上宣布taper的意图的理由</b>。此外，鲍威尔而还表示，taper不再遥遥无期。</p>\n<p>芝加哥联储主席埃文斯上周在与记者的虚拟圆桌会议上表示：“预计我们将看到经济具备实质性进展的点，但可能在<b>今年晚些时候</b>。”</p>\n<p>但埃文斯没有说明他认为美联储需要多长时间停止taper。他预计到明年年底通胀率将回落至2%，这将减少取消货币刺激措施的紧迫性。他还表示，如果其他人更有信心认为通胀会持续走高，那么更快的taper可能是正确的道路。</p>\n<p>波士顿联储主席格伦在接受采访时表示，他预计<b>到9月21-22日的时点将实现足够的就业增长，以满足taper的标准</b>。他在上周接受采访时表示，今年秋天的某个时候将可能taper，这取决于德尔塔变体和其他新冠变体不会大幅削弱劳动力市场。<b>如果经济的强劲增长继续下去，他们们将在明年年中之前完成taper。</b></p>\n<p>但也有一些美联储官员主张要有更多的耐心。美联储理事布雷纳德上个月表示，她希望在做出决定之前先看看9月份的就业数据，而该数据要到10月初才能公布，这将推迟任何taper计划，<b>直到美联储11月2-3日的议息会议之前</b>。</p>\n<p>旧金山联储主席戴利上周在接受采访时表示，她认为目前的经济状况应该支持<b>在今年晚些时候或明年开始taper</b>。她还说劳动力市场越来越强劲，但现在说应该如何taper还为时过早，这些事情还没有决定。</p>\n<p>taper的具体数量该有多少？美联储官员这样说</p>\n<p>至于taper的具体数额，波士顿联储主席罗森格认为<b>每月应该减少等量的债券购买</b>。由于美联储购买的国债的数量是抵押贷款支持证券的两倍，这将导致<b>抵押债券购买的结束时间是美国国债购买的一半</b>。</p>\n<p>达拉斯联储主席卡普兰表示，他赞成<b>在8个月内减少对这两种债券的购买，或者每月减少100亿美元的美国国债和50亿美元的抵押贷款支持证券</b>。在他看来，这是最谨慎的做法：尽快开始，循序渐进。</p>\n<p>卡普兰先生表示，通过更早地减少资产购买，可能会让美联储在未来如何调整联邦基金利率方面更加灵活和更有耐心。</p>\n<p>布拉德表示，他希望<b>在10月开始taper并在3月之前结束该计划，每月减少200亿美元的美国国债购买量和100亿美元的抵押贷款支持证券购买量</b>。而美联储理事沃勒也表达了类似的观点。</p>\n<p>布拉德上周在接受采访时表示，他认为这样做将使美联储在决定明年晚些时候是否加息时具有更大的灵活性。并且他不想太快加息，因为这可能会非常具有破坏性。 ”</p>\n<p>对比2013，taper该有怎样的节奏？</p>\n<p>2013年之后，美联储的taper节奏非常缓慢，在10个月内才逐渐结束taper进程。</p>\n<p>但在当时，美联储面临的宏观环境不可同日而语。在那时，经济疲软，失业率上升，通胀很低，几乎是目前的反面。</p>\n<p>面对这样的环境，当时的美联储当然有谨慎的理由，毕竟在当时的美联储主席伯南克暗示taper后，美国长期国债收益率飙升，市场较为恐慌，这也让美联储和市场所震惊，最终那场恐慌被称为“taper恐慌”。</p>\n<p>但现在美联储相比那时其实是幸福的：经济增长迅速，失业率也比那时低很多（7月为5.4%），而通胀却高很多。尽管美联储已经开始讨论taper，但是美债收益率却迟迟上不去。</p>\n<p>因此，如果美联储还按照2013年的节奏行事，这次的taper速度和强度，可能会比那时快得多和强得多。</p>","source":"highlight_wallstreetcn","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>Taper时间表来了？瑞银：最有可能在12月启动</title>\n<style 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}\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\">\nTaper时间表来了？瑞银：最有可能在12月启动\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-16 23:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3638079><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：于旭东\n美国的缩减购债计划（taper）正在越来越快地提上日程。\n此前有分析人士指出，如果经济持续复苏，美联储官员将在大约3个月内开启taper，其中一些官员还在推动在明年年中时结束taper的计划。\n在最近的一些采访和官方声明中，一些人主张让美联储制定一个时间表，其中包括taper和加息的具体实施计划。\n瑞银认为，美联储最有可能在12月taper，并将在12个月内完成taper路径。此外...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3638079\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3638079","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1154038218","content_text":"作者：于旭东\n美国的缩减购债计划（taper）正在越来越快地提上日程。\n此前有分析人士指出，如果经济持续复苏，美联储官员将在大约3个月内开启taper，其中一些官员还在推动在明年年中时结束taper的计划。\n在最近的一些采访和官方声明中，一些人主张让美联储制定一个时间表，其中包括taper和加息的具体实施计划。\n瑞银认为，美联储最有可能在12月taper，并将在12个月内完成taper路径。此外瑞银还表示，与其猜测taper时点，不如关注taper节奏。\n通过美联储官员的讲话，也大致可以看到一个关于taper节奏的模糊画像：9月至明年初宣布开启taper，并于明年3月至年中前结束taper。\n在数量上，美联储官员们认为应该每月减少100-200亿美元的国债购买量和50-100亿美元的抵押贷款支持证券购买量。\n瑞银：12月最可能taper，最重要的是节奏\n瑞银在最近的一份报告里表示，把宣布taper拖到2022年的可能性很低，美联储最有可能在2021年12月宣布taper，但也不能排除11月宣布。\n瑞银在报告中表示，目前的关键问题不是taper日期，而是节奏和进度，他们预计美联储将在12个月内完成。目前市场面临的最大问题是——taper将会有多块。\n瑞银预计，在2021年12月至2022年11月的每次议息会议上，美联储将会减少150亿美元的资产购买。\n对于taper时间节点，美联储官员是怎么表态的\n美联储去年12月曾首次提出，将继续施行购债计划，并维持2%的平均通胀目标，直到在强劲的就业目标上取得实质性的进展。\n而在7月的议息会议上，美联储主要讨论了两个问题：何时开始削减每月800亿美元的国债和400亿美元的抵押贷款支持证券的购买量，以及taper的速度有多快。美联储将于周三公布会议纪要，这将会提供有关taper的进一步线索。\ntaper的具体实施路径细节对于金融市场非常重要，因为美联储官员曾表示，他们更愿意在将利率从接近于零的水平上调之前结束taper，因此taper和加息息息相关。\n在6月的议息会议上，18位美联储官员中有13位预计他们将在2023年底前加息；有7位预计到2022年底加息。\n美联储主席鲍威尔在7月28日的新闻发布会上表示，美联储“距离考虑加息还有一段距离。但最近强劲的非农就业报告却加强了美联储在9月21-22日的下一次议息会议上宣布taper的意图的理由。此外，鲍威尔而还表示，taper不再遥遥无期。\n芝加哥联储主席埃文斯上周在与记者的虚拟圆桌会议上表示：“预计我们将看到经济具备实质性进展的点，但可能在今年晚些时候。”\n但埃文斯没有说明他认为美联储需要多长时间停止taper。他预计到明年年底通胀率将回落至2%，这将减少取消货币刺激措施的紧迫性。他还表示，如果其他人更有信心认为通胀会持续走高，那么更快的taper可能是正确的道路。\n波士顿联储主席格伦在接受采访时表示，他预计到9月21-22日的时点将实现足够的就业增长，以满足taper的标准。他在上周接受采访时表示，今年秋天的某个时候将可能taper，这取决于德尔塔变体和其他新冠变体不会大幅削弱劳动力市场。如果经济的强劲增长继续下去，他们们将在明年年中之前完成taper。\n但也有一些美联储官员主张要有更多的耐心。美联储理事布雷纳德上个月表示，她希望在做出决定之前先看看9月份的就业数据，而该数据要到10月初才能公布，这将推迟任何taper计划，直到美联储11月2-3日的议息会议之前。\n旧金山联储主席戴利上周在接受采访时表示，她认为目前的经济状况应该支持在今年晚些时候或明年开始taper。她还说劳动力市场越来越强劲，但现在说应该如何taper还为时过早，这些事情还没有决定。\ntaper的具体数量该有多少？美联储官员这样说\n至于taper的具体数额，波士顿联储主席罗森格认为每月应该减少等量的债券购买。由于美联储购买的国债的数量是抵押贷款支持证券的两倍，这将导致抵押债券购买的结束时间是美国国债购买的一半。\n达拉斯联储主席卡普兰表示，他赞成在8个月内减少对这两种债券的购买，或者每月减少100亿美元的美国国债和50亿美元的抵押贷款支持证券。在他看来，这是最谨慎的做法：尽快开始，循序渐进。\n卡普兰先生表示，通过更早地减少资产购买，可能会让美联储在未来如何调整联邦基金利率方面更加灵活和更有耐心。\n布拉德表示，他希望在10月开始taper并在3月之前结束该计划，每月减少200亿美元的美国国债购买量和100亿美元的抵押贷款支持证券购买量。而美联储理事沃勒也表达了类似的观点。\n布拉德上周在接受采访时表示，他认为这样做将使美联储在决定明年晚些时候是否加息时具有更大的灵活性。并且他不想太快加息，因为这可能会非常具有破坏性。 ”\n对比2013，taper该有怎样的节奏？\n2013年之后，美联储的taper节奏非常缓慢，在10个月内才逐渐结束taper进程。\n但在当时，美联储面临的宏观环境不可同日而语。在那时，经济疲软，失业率上升，通胀很低，几乎是目前的反面。\n面对这样的环境，当时的美联储当然有谨慎的理由，毕竟在当时的美联储主席伯南克暗示taper后，美国长期国债收益率飙升，市场较为恐慌，这也让美联储和市场所震惊，最终那场恐慌被称为“taper恐慌”。\n但现在美联储相比那时其实是幸福的：经济增长迅速，失业率也比那时低很多（7月为5.4%），而通胀却高很多。尽管美联储已经开始讨论taper，但是美债收益率却迟迟上不去。\n因此，如果美联储还按照2013年的节奏行事，这次的taper速度和强度，可能会比那时快得多和强得多。","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925076748,"gmtCreate":1671892049684,"gmtModify":1676538607511,"author":{"id":"4088090190949440","authorId":"4088090190949440","name":"LNM888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088090190949440","authorIdStr":"4088090190949440"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9925076748","repostId":"1192326933","repostType":4,"repost":{"id":"1192326933","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1672011741,"share":"https://ttm.financial/m/news/1192326933?lang=&edition=fundamental","pubTime":"2022-12-26 07:42","market":"us","language":"en","title":"Reminder: U.S. Market Will be Closed for Christmas Day on Monday, 26 December 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1192326933","media":"Tiger Newspress","summary":"U.S. ChristmasDay hasarrived. The U.S. market will be closed on Monday, 26 December 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in ","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/f9c0d643f9647f8bf16257138dcbed8a\" tg-width=\"1200\" tg-height=\"602\" referrerpolicy=\"no-referrer\"/></p><p>U.S. Christmas Day has arrived. The U.S. market will be closed on Monday, 26 December 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p>The Singapore market will be closed at local time on Monday, 26 December 2022.</p><p>The Hong Kong market will be closed at local time on Monday, 26 December 2022 and Tuesday, 27 December 2022.</p><p>The Australian market will be closed at local time on Monday, 26 December 2022 and Tuesday, 27 December 2022 in addition to the Boxing Day.</p><p>The New Zealand market will be closed at local time on Monday, 26 December 2022 and Tuesday, 27 December 2022 in addition to the Boxing Day.</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>Reminder: U.S. Market Will be Closed for Christmas Day on Monday, 26 December 2022</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\">\nReminder: U.S. Market Will be Closed for Christmas Day on Monday, 26 December 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2022-12-26 07:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><img src=\"https://static.tigerbbs.com/f9c0d643f9647f8bf16257138dcbed8a\" tg-width=\"1200\" tg-height=\"602\" referrerpolicy=\"no-referrer\"/></p><p>U.S. Christmas Day has arrived. The U.S. market will be closed on Monday, 26 December 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p>The Singapore market will be closed at local time on Monday, 26 December 2022.</p><p>The Hong Kong market will be closed at local time on Monday, 26 December 2022 and Tuesday, 27 December 2022.</p><p>The Australian market will be closed at local time on Monday, 26 December 2022 and Tuesday, 27 December 2022 in addition to the Boxing Day.</p><p>The New Zealand market will be closed at local time on Monday, 26 December 2022 and Tuesday, 27 December 2022 in addition to the Boxing Day.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192326933","content_text":"U.S. Christmas Day has arrived. The U.S. market will be closed on Monday, 26 December 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.The Singapore market will be closed at local time on Monday, 26 December 2022.The Hong Kong market will be closed at local time on Monday, 26 December 2022 and Tuesday, 27 December 2022.The Australian market will be closed at local time on Monday, 26 December 2022 and Tuesday, 27 December 2022 in addition to the Boxing Day.The New Zealand market will be closed at local time on Monday, 26 December 2022 and Tuesday, 27 December 2022 in addition to the Boxing Day.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949590304,"gmtCreate":1678722705209,"gmtModify":1678722708596,"author":{"id":"4088090190949440","authorId":"4088090190949440","name":"LNM888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088090190949440","authorIdStr":"4088090190949440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949590304","repostId":"1188816008","repostType":4,"repost":{"id":"1188816008","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1678719968,"share":"https://ttm.financial/m/news/1188816008?lang=&edition=fundamental","pubTime":"2023-03-13 23:06","market":"us","language":"en","title":"Crypto Stocks Took off in Morning Trading; Marathon Digital, Riot Blockchain and Bit Digital Surged Over 15%","url":"https://stock-news.laohu8.com/highlight/detail?id=1188816008","media":"Tiger Newspress","summary":"Crypto stocks took off in morning trading; MicroStrategy, Marathon Digital, Riot Blockchain and Bit ","content":"<html><head></head><body><p>Crypto stocks took off in morning trading; MicroStrategy, Marathon Digital, Riot Blockchain and Bit Digital surged over 15%.</p><p><img src=\"https://static.tigerbbs.com/c2f81b2b42445a238ba3fe719423285e\" tg-width=\"281\" tg-height=\"445\" referrerpolicy=\"no-referrer\"/></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>Crypto Stocks Took off in Morning Trading; Marathon Digital, Riot Blockchain and Bit Digital Surged Over 15%</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\">\nCrypto Stocks Took off in Morning Trading; Marathon Digital, Riot Blockchain and Bit Digital Surged Over 15%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2023-03-13 23:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Crypto stocks took off in morning trading; MicroStrategy, Marathon Digital, Riot Blockchain and Bit Digital surged over 15%.</p><p><img src=\"https://static.tigerbbs.com/c2f81b2b42445a238ba3fe719423285e\" tg-width=\"281\" tg-height=\"445\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BTC":"Grayscale Bitcoin Mini Trust","MARA":"Marathon Digital Holdings Inc","COIN":"Coinbase Global, Inc.","BTBT":"Bit Digital, Inc.","RIOT":"Riot Platforms"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188816008","content_text":"Crypto stocks took off in morning trading; MicroStrategy, Marathon Digital, Riot Blockchain and Bit Digital surged over 15%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096151516,"gmtCreate":1644334500434,"gmtModify":1676533914196,"author":{"id":"4088090190949440","authorId":"4088090190949440","name":"LNM888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088090190949440","authorIdStr":"4088090190949440"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096151516","repostId":"1109828828","repostType":4,"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902252352,"gmtCreate":1659711684179,"gmtModify":1704712474333,"author":{"id":"4088090190949440","authorId":"4088090190949440","name":"LNM888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088090190949440","authorIdStr":"4088090190949440"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902252352","repostId":"1193372540","repostType":4,"repost":{"id":"1193372540","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":1659706198,"share":"https://ttm.financial/m/news/1193372540?lang=&edition=fundamental","pubTime":"2022-08-05 21:29","market":"us","language":"zh","title":"开盘 | 美股低开，妖股尚乘数科再度拉升","url":"https://stock-news.laohu8.com/highlight/detail?id=1193372540","media":"老虎资讯综合","summary":"道琼斯指数开盘下跌215.87点，跌幅0.66%，报32510.95点。","content":"<html><head></head><body><p>8月5日周五，道琼斯指数开盘下跌215.87点，跌幅0.66%，报32510.95点；标普500指数开盘下跌40.79点，跌幅0.98%，报4111.15点；纳斯达克综合指数开盘下跌160.68点，跌幅1.26%，报12559.90点。</p><p><img src=\"https://static.tigerbbs.com/1128cfea83012beb0d839f83183b33c6\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>阿里巴巴跌3%，阿里周四公布一季度财报，营收超过预期，当日涨1.79%。</p><p>“妖股”<a href=\"https://laohu8.com/S/HKD\">尚乘数科</a>高开涨超12%，周四跌超27%。</p><p><img src=\"https://static.tigerbbs.com/15572a94b3f0f50b96c4b0a3cbf17a83\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌近2%。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股东大会批准1股拆3股的拆股交易方案。马斯克称未来仍将根据现金流考虑进行股票回购。</p><p>“美版饿了么”DoorDash涨超4%，Q2营收同比增长30%至16亿美元，订单总价值(GOV)同比增长25%至131亿美元超预期。</p><p>网约车巨头Lyft涨超6%，Q2营收同比增长30%至9.91亿美元，活跃乘客数同比增加16%达1990万，创新冠疫情开始以来的最高水平。</p><p>Cloudflare涨14%，Q2营收同比增长54%至2.35亿美元，并上调全年营收指引至9.68亿-9.72亿美元超预期。</p><p>Beyond Meat涨1.78%，Q2净亏损同比扩大近4倍至9713亿美元，并下调全年营收至4.7亿-5.2亿美元。</p><p><a href=\"https://laohu8.com/S/SQ\">Block</a>跌超3%，Q2录得净亏损2.08亿美元差于预期，同比转盈为亏。</p><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌0.88%，亚马逊将以61美元/每股的价格现金收购iRobot公司。</p><p>西部数据跌超8%，其Q2营收45.28亿美元，净利润3.01亿美元，均不达市场预期。</p><p>AMC院线跌超10%，Q2营收11.66亿美元略不及预期，公司计划发行约5.17亿股优先股。</p><p><a href=\"https://laohu8.com/S/SPCE\">维珍银河</a>大跌超16%，此前宣布再次推迟太空商业飞行服务至2023年第二季度。</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>开盘 | 美股低开，妖股尚乘数科再度拉升</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{ 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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开盘 | 美股低开，妖股尚乘数科再度拉升\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\">2022-08-05 21:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月5日周五，道琼斯指数开盘下跌215.87点，跌幅0.66%，报32510.95点；标普500指数开盘下跌40.79点，跌幅0.98%，报4111.15点；纳斯达克综合指数开盘下跌160.68点，跌幅1.26%，报12559.90点。</p><p><img src=\"https://static.tigerbbs.com/1128cfea83012beb0d839f83183b33c6\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>阿里巴巴跌3%，阿里周四公布一季度财报，营收超过预期，当日涨1.79%。</p><p>“妖股”<a href=\"https://laohu8.com/S/HKD\">尚乘数科</a>高开涨超12%，周四跌超27%。</p><p><img src=\"https://static.tigerbbs.com/15572a94b3f0f50b96c4b0a3cbf17a83\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌近2%。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股东大会批准1股拆3股的拆股交易方案。马斯克称未来仍将根据现金流考虑进行股票回购。</p><p>“美版饿了么”DoorDash涨超4%，Q2营收同比增长30%至16亿美元，订单总价值(GOV)同比增长25%至131亿美元超预期。</p><p>网约车巨头Lyft涨超6%，Q2营收同比增长30%至9.91亿美元，活跃乘客数同比增加16%达1990万，创新冠疫情开始以来的最高水平。</p><p>Cloudflare涨14%，Q2营收同比增长54%至2.35亿美元，并上调全年营收指引至9.68亿-9.72亿美元超预期。</p><p>Beyond Meat涨1.78%，Q2净亏损同比扩大近4倍至9713亿美元，并下调全年营收至4.7亿-5.2亿美元。</p><p><a href=\"https://laohu8.com/S/SQ\">Block</a>跌超3%，Q2录得净亏损2.08亿美元差于预期，同比转盈为亏。</p><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌0.88%，亚马逊将以61美元/每股的价格现金收购iRobot公司。</p><p>西部数据跌超8%，其Q2营收45.28亿美元，净利润3.01亿美元，均不达市场预期。</p><p>AMC院线跌超10%，Q2营收11.66亿美元略不及预期，公司计划发行约5.17亿股优先股。</p><p><a href=\"https://laohu8.com/S/SPCE\">维珍银河</a>大跌超16%，此前宣布再次推迟太空商业飞行服务至2023年第二季度。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193372540","content_text":"8月5日周五，道琼斯指数开盘下跌215.87点，跌幅0.66%，报32510.95点；标普500指数开盘下跌40.79点，跌幅0.98%，报4111.15点；纳斯达克综合指数开盘下跌160.68点，跌幅1.26%，报12559.90点。阿里巴巴跌3%，阿里周四公布一季度财报，营收超过预期，当日涨1.79%。“妖股”尚乘数科高开涨超12%，周四跌超27%。特斯拉跌近2%。特斯拉股东大会批准1股拆3股的拆股交易方案。马斯克称未来仍将根据现金流考虑进行股票回购。“美版饿了么”DoorDash涨超4%，Q2营收同比增长30%至16亿美元，订单总价值(GOV)同比增长25%至131亿美元超预期。网约车巨头Lyft涨超6%，Q2营收同比增长30%至9.91亿美元，活跃乘客数同比增加16%达1990万，创新冠疫情开始以来的最高水平。Cloudflare涨14%，Q2营收同比增长54%至2.35亿美元，并上调全年营收指引至9.68亿-9.72亿美元超预期。Beyond Meat涨1.78%，Q2净亏损同比扩大近4倍至9713亿美元，并下调全年营收至4.7亿-5.2亿美元。Block跌超3%，Q2录得净亏损2.08亿美元差于预期，同比转盈为亏。亚马逊跌0.88%，亚马逊将以61美元/每股的价格现金收购iRobot公司。西部数据跌超8%，其Q2营收45.28亿美元，净利润3.01亿美元，均不达市场预期。AMC院线跌超10%，Q2营收11.66亿美元略不及预期，公司计划发行约5.17亿股优先股。维珍银河大跌超16%，此前宣布再次推迟太空商业飞行服务至2023年第二季度。","news_type":1},"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813787169,"gmtCreate":1630248878251,"gmtModify":1676530250735,"author":{"id":"4088090190949440","authorId":"4088090190949440","name":"LNM888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088090190949440","authorIdStr":"4088090190949440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/813787169","repostId":"1180350712","repostType":4,"repost":{"id":"1180350712","pubTimestamp":1630222959,"share":"https://ttm.financial/m/news/1180350712?lang=&edition=fundamental","pubTime":"2021-08-29 15:42","market":"sh","language":"zh","title":"张一鸣计划50亿砸向元宇宙","url":"https://stock-news.laohu8.com/highlight/detail?id=1180350712","media":"猎云网","summary":"摘要：近日，多家媒体报道字节跳动将以50亿元人民币收购Pico正式入局VR。若再加上此前投的代码乾坤，张一鸣剑指元宇宙的雄心，不言自明。\n\n元宇宙火了。\n今年3月份，元宇宙第一股Roblox上市首日收","content":"<blockquote>\n 摘要：近日，多家媒体报道字节跳动将以50亿元人民币收购Pico正式入局VR。若再加上此前投的代码乾坤，张一鸣剑指元宇宙的雄心，不言自明。\n</blockquote>\n<p>元宇宙火了。</p>\n<p>今年3月份，元宇宙第一股Roblox上市首日收盘上涨54.4%，估值从一年前的40亿美元翻至450亿美元。</p>\n<p>此外，元宇宙也吸引了马化腾、扎克伯格等一众大佬争先布局，扎克伯格还在近期的财报会议上正式介绍元宇宙概念，并点明了Oculus作为元宇宙入口的关键作用。</p>\n<p>这同样也吸引着张一鸣的目光。近日，有多家媒体报道称，字节跳动将以50亿元人民币收购Pico正式入局VR。如果最终成行的话，其切入路径与Facebook有些类似。2014年，Facebook曾斥资20亿美元收购Oculus，以此作为战略业务进行布局。</p>\n<p>若再加上今年4月字节跳动斥资1亿元投资的代码乾坤，张一鸣剑指元宇宙的雄心，不言自明。</p>\n<p>猎云网向Pico创始人兼CEO周宏伟求证收购一事，对方暂无回复。</p>\n<p>彭博社援引知情人士的说法称，相关谈判仍在进行中，双方还没有做出最终决定。一位接近交易的人士表示：“收购金额或许能达到15亿美金（折合人民币约90亿元）。”</p>\n<p><b>占据中国VR市场份额第一，Pico已获4轮融资</b></p>\n<p>经历过一轮资本寒冬后，VR产业中独立的VR产商已所剩无几，Pico正是其中之一。</p>\n<p>公开资料显示，Pico是一家VR软硬件研发制造商，致力于虚拟现实软硬件的研发和虚拟现实内容及应用的打造，为用户提供从端到端的产品与服务全体验。已经研发的产品有Goblin VR一体机、Pico U VR眼镜以及Tracking Kit追踪套件等。</p>\n<p>除了可选标的有限，Pico自身也有卖身意愿，其创始人周宏伟曾公开表示：“国内的一些游戏、互联网巨头，我觉得他们必然会（对 VR）有投入，我们希望在那个时候Pico是最好的，跟他们的一个合作者也好，或者是一个投资标的也好。”</p>\n<p>然而，真正吸引字节跳动大手笔收购的原因，则在于Pico自身过硬的实力。</p>\n<p>今年5月，Pico发布新一代VR一体机Pico Neo 3，开售24小时销售额便破千万。该设备延续2代的优势，支持6DoF（六自由度）。相比3DoF多了上下、前后、左右三个位置的移动自由度，空间位移的增加意味着使用场景的扩展，用户体验可以从静态的视频观看，延伸至动态的VR游戏体验。</p>\n<p>Pico Neo 3还搭载了四摄像头光学追踪系统，高度精确地实时追踪用户头部、嘴唇、眼球，以及26点手部骨骼，玩家不仅能在游戏中前后左右四个方位移动，更可实现跳跃和下蹲等动作，甚至识别表情，加之高精度、无死角的位置追踪，大大提升了VR交互时的沉浸感。</p>\n<p>除了技术优势，Pico的销售表现也可圈可点。据报道，Pico累计销量已达50万台左右。根据IDC报告，2020年Pico位居中国VR市场份额第一，其中Q4份额高达57.8%。</p>\n<p>此外，资本市场对于Pico的发展也寄予厚望，截至目前，该公司已获得4轮融资。</p>\n<p><img src=\"https://static.tigerbbs.com/e78197d7dbd568ccae36759bf48029c8\" tg-width=\"640\" tg-height=\"176\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>最近一轮融资发生在今年3月，Pico宣布完成2.42亿人民币B+轮融资，投资方包括基石资本，招商局资本，建银国际等。该轮融资完成后，Pico的B轮和B+轮整体融资额已达4.35亿人民币。</p>\n<p><b>创始人出身歌尔声学，后者还扮演着ODM角色</b></p>\n<p>天眼查App显示，Pico关联公司北京小鸟看看科技有限公司成立于2015年4月，注册资本3500万人民币，法定代表人为周宏伟。周宏伟是歌尔声学系创业者，在创业之前，曾在歌尔声学工作了10年，主要负责青岛的硬件研发团队。</p>\n<p>股权结构方面，青岛小鸟看看100%控股北京小鸟看看。青岛小鸟看看的法定代表人兼董事长为姜龙，正是歌尔声学董事长姜滨的弟弟。而姜滨也正是青岛小鸟看看的实际控制人，总股权比例35.51%。其中，歌尔集团是青岛小鸟看看的最大股东，占股26.61%。同时，歌尔集团还通过其100%控股公司小鸟科技间接持有青岛小鸟看看11.74%的股份。最终，姜滨合计占股35.51%。</p>\n<p><img src=\"https://static.tigerbbs.com/ce69e0968b4fdf7eae5113ae900ab9bf\" tg-width=\"600\" tg-height=\"586\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>周宏伟曾公开表示，在Pico不断进行产品迭代的过程中，歌尔声学主要扮演了ODM的角色。</p>\n<p>在近日发布2021年中报里，歌尔股份也将VR板块单独提出，表示“相比去年同期，主要是因为公司VR虚拟现实等产品销售收入增长，盈利能力改善。”</p>\n<p>歌尔股份年中报显示，其VR产品出货量持续增长，智能硬件业务收入同比增长210.83%，收入占比从去年上半年的23.16%提升至37.01%。</p>\n<p>值得一提的是，歌尔声学也是Facebook旗下Oculus的主要代工厂之一。</p>\n<p>一位VR行业人士表示，“歌尔声学’既是对手又是伙伴’的身份，令Facebook颇为不满，Facebook一度想要换掉其代工厂的角色。因此，歌尔声学一直在寻求出售Pico的机会。”</p>\n<p><b>投资代码乾坤后，张一鸣“元宇宙”再加速</b></p>\n<p>今年4月份，字节跳动还斥资1亿元投资了元宇宙概念公司代码乾坤。</p>\n<p>官网显示，代码乾坤成立于2018年，公司产品有青少年创造和社交UGC平台《重启世界》（Reworld），该产品与上文提到的Roblox颇为相似。</p>\n<p>公开信息介绍，《重启世界》基于代码乾坤自主研发的互动物理引擎技术系统而开发，由具备高自由度的创造平台及高参与度的年轻人社交平台两部分组成，致力于满足用户的游戏娱乐体验。</p>\n<p>在游戏中，玩家可以使用多种基础模块，或变形或拼接制作样式各异的角色、物品及场景，而组装好的素材可以获得与真实世界相似的物理特性。</p>\n<p>如果说投资代码乾坤，只是字节跳动杀入元宇宙的第一步。那么，如今收购Pico则意味着张一鸣的元宇宙野心再次加速。</p>\n<p>收购Pico对于字节跳动来说，“花钱买时间”的意图极为明显。</p>\n<p>与Facebook收购Oculus类似，字节跳动想要凭借自身的社交、内容、全球化优势，将Tiktok、飞书（Lark）应用到下一代颠覆手机的终端设备中，去构建属于自己的“元宇宙”。</p>\n<p>据报道，目前，原苹果资深工程师李晓凯正在负责字节跳动收购Pico团队的相关对接事宜。</p>\n<p>今年7月，李晓凯刚刚加入字节跳动，隶属于新石实验室，担任硬件技术主管。他还在领英上转发了一则招聘启事：将针对传感器、显示两个方向在北京、上海、深圳三地招聘技术专家，具体岗位包括了显示光学、人类视觉系统与色彩与图像技术等——均围绕VR技术领域。</p>\n<p>无论是游戏公司被元宇宙概念内卷，还是互联网巨头大手笔入局VR，种种迹象均表明，元宇宙正在悄然降临。</p>","source":"lyw","collect":0,"html":"<!DOCTYPE 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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张一鸣计划50亿砸向元宇宙\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-29 15:42 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3639118><strong>猎云网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：近日，多家媒体报道字节跳动将以50亿元人民币收购Pico正式入局VR。若再加上此前投的代码乾坤，张一鸣剑指元宇宙的雄心，不言自明。\n\n元宇宙火了。\n今年3月份，元宇宙第一股Roblox上市首日收盘上涨54.4%，估值从一年前的40亿美元翻至450亿美元。\n此外，元宇宙也吸引了马化腾、扎克伯格等一众大佬争先布局，扎克伯格还在近期的财报会议上正式介绍元宇宙概念，并点明了Oculus作为元宇宙入口...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3639118\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7974223ba6356d801af65fd7fa4f3ec7","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3639118","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180350712","content_text":"摘要：近日，多家媒体报道字节跳动将以50亿元人民币收购Pico正式入局VR。若再加上此前投的代码乾坤，张一鸣剑指元宇宙的雄心，不言自明。\n\n元宇宙火了。\n今年3月份，元宇宙第一股Roblox上市首日收盘上涨54.4%，估值从一年前的40亿美元翻至450亿美元。\n此外，元宇宙也吸引了马化腾、扎克伯格等一众大佬争先布局，扎克伯格还在近期的财报会议上正式介绍元宇宙概念，并点明了Oculus作为元宇宙入口的关键作用。\n这同样也吸引着张一鸣的目光。近日，有多家媒体报道称，字节跳动将以50亿元人民币收购Pico正式入局VR。如果最终成行的话，其切入路径与Facebook有些类似。2014年，Facebook曾斥资20亿美元收购Oculus，以此作为战略业务进行布局。\n若再加上今年4月字节跳动斥资1亿元投资的代码乾坤，张一鸣剑指元宇宙的雄心，不言自明。\n猎云网向Pico创始人兼CEO周宏伟求证收购一事，对方暂无回复。\n彭博社援引知情人士的说法称，相关谈判仍在进行中，双方还没有做出最终决定。一位接近交易的人士表示：“收购金额或许能达到15亿美金（折合人民币约90亿元）。”\n占据中国VR市场份额第一，Pico已获4轮融资\n经历过一轮资本寒冬后，VR产业中独立的VR产商已所剩无几，Pico正是其中之一。\n公开资料显示，Pico是一家VR软硬件研发制造商，致力于虚拟现实软硬件的研发和虚拟现实内容及应用的打造，为用户提供从端到端的产品与服务全体验。已经研发的产品有Goblin VR一体机、Pico U VR眼镜以及Tracking Kit追踪套件等。\n除了可选标的有限，Pico自身也有卖身意愿，其创始人周宏伟曾公开表示：“国内的一些游戏、互联网巨头，我觉得他们必然会（对 VR）有投入，我们希望在那个时候Pico是最好的，跟他们的一个合作者也好，或者是一个投资标的也好。”\n然而，真正吸引字节跳动大手笔收购的原因，则在于Pico自身过硬的实力。\n今年5月，Pico发布新一代VR一体机Pico Neo 3，开售24小时销售额便破千万。该设备延续2代的优势，支持6DoF（六自由度）。相比3DoF多了上下、前后、左右三个位置的移动自由度，空间位移的增加意味着使用场景的扩展，用户体验可以从静态的视频观看，延伸至动态的VR游戏体验。\nPico Neo 3还搭载了四摄像头光学追踪系统，高度精确地实时追踪用户头部、嘴唇、眼球，以及26点手部骨骼，玩家不仅能在游戏中前后左右四个方位移动，更可实现跳跃和下蹲等动作，甚至识别表情，加之高精度、无死角的位置追踪，大大提升了VR交互时的沉浸感。\n除了技术优势，Pico的销售表现也可圈可点。据报道，Pico累计销量已达50万台左右。根据IDC报告，2020年Pico位居中国VR市场份额第一，其中Q4份额高达57.8%。\n此外，资本市场对于Pico的发展也寄予厚望，截至目前，该公司已获得4轮融资。\n\n最近一轮融资发生在今年3月，Pico宣布完成2.42亿人民币B+轮融资，投资方包括基石资本，招商局资本，建银国际等。该轮融资完成后，Pico的B轮和B+轮整体融资额已达4.35亿人民币。\n创始人出身歌尔声学，后者还扮演着ODM角色\n天眼查App显示，Pico关联公司北京小鸟看看科技有限公司成立于2015年4月，注册资本3500万人民币，法定代表人为周宏伟。周宏伟是歌尔声学系创业者，在创业之前，曾在歌尔声学工作了10年，主要负责青岛的硬件研发团队。\n股权结构方面，青岛小鸟看看100%控股北京小鸟看看。青岛小鸟看看的法定代表人兼董事长为姜龙，正是歌尔声学董事长姜滨的弟弟。而姜滨也正是青岛小鸟看看的实际控制人，总股权比例35.51%。其中，歌尔集团是青岛小鸟看看的最大股东，占股26.61%。同时，歌尔集团还通过其100%控股公司小鸟科技间接持有青岛小鸟看看11.74%的股份。最终，姜滨合计占股35.51%。\n\n周宏伟曾公开表示，在Pico不断进行产品迭代的过程中，歌尔声学主要扮演了ODM的角色。\n在近日发布2021年中报里，歌尔股份也将VR板块单独提出，表示“相比去年同期，主要是因为公司VR虚拟现实等产品销售收入增长，盈利能力改善。”\n歌尔股份年中报显示，其VR产品出货量持续增长，智能硬件业务收入同比增长210.83%，收入占比从去年上半年的23.16%提升至37.01%。\n值得一提的是，歌尔声学也是Facebook旗下Oculus的主要代工厂之一。\n一位VR行业人士表示，“歌尔声学’既是对手又是伙伴’的身份，令Facebook颇为不满，Facebook一度想要换掉其代工厂的角色。因此，歌尔声学一直在寻求出售Pico的机会。”\n投资代码乾坤后，张一鸣“元宇宙”再加速\n今年4月份，字节跳动还斥资1亿元投资了元宇宙概念公司代码乾坤。\n官网显示，代码乾坤成立于2018年，公司产品有青少年创造和社交UGC平台《重启世界》（Reworld），该产品与上文提到的Roblox颇为相似。\n公开信息介绍，《重启世界》基于代码乾坤自主研发的互动物理引擎技术系统而开发，由具备高自由度的创造平台及高参与度的年轻人社交平台两部分组成，致力于满足用户的游戏娱乐体验。\n在游戏中，玩家可以使用多种基础模块，或变形或拼接制作样式各异的角色、物品及场景，而组装好的素材可以获得与真实世界相似的物理特性。\n如果说投资代码乾坤，只是字节跳动杀入元宇宙的第一步。那么，如今收购Pico则意味着张一鸣的元宇宙野心再次加速。\n收购Pico对于字节跳动来说，“花钱买时间”的意图极为明显。\n与Facebook收购Oculus类似，字节跳动想要凭借自身的社交、内容、全球化优势，将Tiktok、飞书（Lark）应用到下一代颠覆手机的终端设备中，去构建属于自己的“元宇宙”。\n据报道，目前，原苹果资深工程师李晓凯正在负责字节跳动收购Pico团队的相关对接事宜。\n今年7月，李晓凯刚刚加入字节跳动，隶属于新石实验室，担任硬件技术主管。他还在领英上转发了一则招聘启事：将针对传感器、显示两个方向在北京、上海、深圳三地招聘技术专家，具体岗位包括了显示光学、人类视觉系统与色彩与图像技术等——均围绕VR技术领域。\n无论是游戏公司被元宇宙概念内卷，还是互联网巨头大手笔入局VR，种种迹象均表明，元宇宙正在悄然降临。","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050091084,"gmtCreate":1654096921348,"gmtModify":1676535393651,"author":{"id":"4088090190949440","authorId":"4088090190949440","name":"LNM888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088090190949440","authorIdStr":"4088090190949440"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050091084","repostId":"9024506976","repostType":1,"repost":{"id":9024506976,"gmtCreate":1653880200595,"gmtModify":1676535356855,"author":{"id":"3581636635898281","authorId":"3581636635898281","name":"pekss","avatar":"https://static.tigerbbs.com/7dfef98c44b3810cffef7f3eb78524ba","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581636635898281","authorIdStr":"3581636635898281"},"themes":[],"htmlText":"After a losing streak for the longest length in a decade, is&nbsp;the respite last week a market bottoming or a bear market bounce? Thereare strategists in either&nbsp;camp arguing for and against, but only time will tell what the market is thinking. For me, I believe that the market will continue to be volatile at least over the next 2 months as it weighs the almost certain 50 basis points hike in interest rates by the Fed in June and July, and how well&nbsp;the inflation is being put under control. In the meantime, I shall continue to seek out heavily discounted counters like <a href=\"https://ttm.financial/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a>and dollar-cost average into them. I find OCBC the most undervalued among the local trios in Singapore banking sector, and while its","listText":"After a losing streak for the longest length in a decade, is&nbsp;the respite last week a market bottoming or a bear market bounce? Thereare strategists in either&nbsp;camp arguing for and against, but only time will tell what the market is thinking. For me, I believe that the market will continue to be volatile at least over the next 2 months as it weighs the almost certain 50 basis points hike in interest rates by the Fed in June and July, and how well&nbsp;the inflation is being put under control. In the meantime, I shall continue to seek out heavily discounted counters like <a href=\"https://ttm.financial/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a>and dollar-cost average into them. I find OCBC the most undervalued among the local trios in Singapore banking sector, and while its","text":"After a losing streak for the longest length in a decade, is the respite last week a market bottoming or a bear market bounce? Thereare strategists in either camp arguing for and against, but only time will tell what the market is thinking. For me, I believe that the market will continue to be volatile at least over the next 2 months as it weighs the almost certain 50 basis points hike in interest rates by the Fed in June and July, and how well the inflation is being put under control. In the meantime, I shall continue to seek out heavily discounted counters like $OVERSEA-CHINESE BANKING CORP(O39.SI)$and dollar-cost average into them. I find OCBC the most undervalued among the local trios in Singapore banking sector, and while its","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024506976","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142066453,"gmtCreate":1626104692572,"gmtModify":1703753575795,"author":{"id":"4088090190949440","authorId":"4088090190949440","name":"LNM888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088090190949440","authorIdStr":"4088090190949440"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142066453","repostId":"1144018470","repostType":4,"repost":{"id":"1144018470","pubTimestamp":1626103865,"share":"https://ttm.financial/m/news/1144018470?lang=&edition=fundamental","pubTime":"2021-07-12 23:31","market":"us","language":"zh","title":"FB效仿竞争对手：从YouTube和TikTok抢网红","url":"https://stock-news.laohu8.com/highlight/detail?id=1144018470","media":"腾讯科技","summary":"腾讯科技讯 7月12日消息，面对YouTube和TikTok视频平台的崛起，Facebook想要让自家平台重新成为流行文化的发源地。为此，公司通过发布更多盈利工具、效仿竞争对手功能等多种方式来吸引内容","content":"<p>腾讯科技讯 7月12日消息，面对YouTube和TikTok视频平台的崛起，Facebook想要让自家平台重新成为流行文化的发源地。为此，公司通过发布更多盈利工具、效仿竞争对手功能等多种方式来吸引内容创作者。</p>\n<p>在过去18个月的时间里，Facebook首席产品官克里斯·考克斯(Chris Cox)惊讶看到Instagram正以前所未有的方式活跃起来。</p>\n<p>随着年轻人竞相用各种数字媒介表达自我，奥米·简塔(Oumi Janta)等主播发布的内容吸引了考克斯的注意。简塔是一位来自塞内加尔的轮滑运动员，现在居住在德国柏林。她在Instagram上发布了一段自己穿着旱冰鞋随着电子乐跳舞的视频，一举成名。考克斯说，简塔和其他人的成功让Instagram母公司Facebook意识到，应该采取更多措施来吸引主播。</p>\n<p>问题是Facebook行动有些晚了。许多从中赚钱的网红主播已经纷纷涌向YouTube和TikTok等竞争平台，这些视频平台很早之前就已经投资打造数字工具，让网红主播们可以从病毒式传播的视频中赚钱。</p>\n<p>Facebook开始迎头追赶。为了吸引新一代内容创作者，公司开始向顶级网红投入数百万美元，让他们使用自家产品。Facebook调整了旗下最大应用程序，效仿其竞争对手。上个月，公司还专门为网红们举办了一场“创作周”(Creator Week)活动。Facebook首席执行官马克·扎克伯格(Mark Zuckerberg)也表示，他希望“为数百万内容创作者打造最佳的谋生平台”。</p>\n<p>“疫情是一个转折点，”考克斯在接受采访时说，“总体而言，这个行业和创作者开始变得更有创意。”</p>\n<p>为了保证自家平台能赶上流行文化潮流，Facebook正试图克服公司在视频创作方面起步缓慢的问题。曾几何时，这个社交网络平台经常出现诸如“冰桶挑战”等知名新奇的流行文化元素。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ca6960d13743edd0c350929f544097c\" tg-width=\"1000\" tg-height=\"663\"><span>图示：曾经大热的“冰桶挑战”就源自Facebook平台</span></p>\n<p>但那是多年前的事情了。随着YouTube、TikTok和其他竞争对手越来越受用户欢迎，它们产生了更多的流行元素和模因。风靡全网的海员号子特色视频是过去18个月爆红的流行模因，但这一切就始于TikTok。</p>\n<p>吸引网红主播有助于Facebook重获人气，获取更有趣的内容。创作者们在Facebook及其应用程序上发布的流行视频、照片和帖子越多，用户继续使用社交网络平台的可能性就越大。当Facebook最终要求从创作者收入中抽取一部分佣金时，也可能会给公司增加一个潜在的利润来源。</p>\n<p>“Facebook基本上是在说，‘嘿，Instagram曾经是最大的网红平台，现在我们正在失去自己在这个领域的影响力，’”研究网红主播和内容创作者市场的光速创投风险投资人妮可·奎恩(Nicole Quinn)说。“如果我是Facebook，我会想，‘我需要与时俱进。我们要怎么把人拢回来?’”</p>\n<p>然而，要赢得网红们的支持并不容易，因为他们的选择也越来越多。除了Facebook、YouTube和TikTok，其他平台也在竞相拉拢网红。去年11月份，Snapchat宣布每天向平台上的内容创作者奖励100万美元，而且还推出打赏等让内容创作者赚钱的更多功能。Twitter也引入打赏功能，很快还将允许创作者对他们发布的内容按月收取订阅费用。</p>\n<p>根据风险投资公司SignalFire的数据，目前全球至少有5000万人自认为是内容创作者。</p>\n<p>“为了吸引和留住内容创作者，整个社交媒体领域正在开展一场全面竞争，”专注于网红经济的风险投资公司Atelier Ventures创始人Li Jin说。“所有主要平台都意识到，平台价值源自那些内容、那些能拴住用户的创作者。”</p>\n<p>这种转变也给Facebook带来了挑战。公司此前主要专注于向大品牌和中小企业推销广告业务，未能及时抓住机会吸引更多内容创作者。</p>\n<p>2016年，在短视频应用Vine关闭后，洛根·保罗(Logan Paul)和皮克斯(Piques)等顶级网红主播纷纷涌入Facebook平台发布视频内容。但当时Facebook没有足够的数字工具让这些网红获利，所以很多人把精力逐步转移到了YouTube。</p>\n<p>Facebook和Instagram面临的一个问题是，用户所发布的帖子和视频只会推送给关注他们的人，这意味着内容创作者可能需要数年时间来建立一个庞大受众群体，并从中赚钱。Facebook在全球有超过30亿用户，所以想要从中脱颖而出并非易事。</p>\n<p>相比之下，TikTok有名为For You的内容推荐算法，可以让没有粉丝的新用户轻松上传视频，并立即将视频内容展示给其他数百万用户。通过旗下的合作伙伴团队，TikTok很早就与平台上的网红们建立了合作关系，帮助内容创作者成长并管理粉丝，简化相关技术支持问题。</p>\n<p>一些内容创作者说，他们觉得Facebook不重视自己。29岁的乔恩·布劳内尔(Jon Brownell)是一位生活和健康方面的网红主播，在Facebook上有200多万粉丝。布劳内尔说，自从2017年自己的Facebook页面被黑后，很难与公司方面进行有效沟通。他说，自己曾四次出现在Facebook位于加州Playa Vista地区的办公室，试图向员工寻求帮助，但始终没人搭理。虽然最终布劳内尔的Facebook页面得以恢复，但因为数周时间无法在页面上发布广告内容，影响到他的收入。</p>\n<p>“扎克伯格一直支持创作者的说法是谎言，后面要加感叹号、感叹号、感叹号，”布劳内尔说。</p>\n<p>考克斯则说，Facebook正在倾听创作者们的意见。他说，公司正扩大自家合作伙伴团队的规模，为的是更好解决网红主播们的担忧。他补充说，Facebook上的一些创作者已经通过平台获得了大批粉丝。而Facebook与小企业打交道的经验能够有效支持内容创作者，帮助他们打造可持续的商业模式。</p>\n<p>为了帮助内容创作者们赚钱，Facebook也在发布更多工具和功能，比如针对网红页面上线的逐月付费订阅功能，以及在短视频和直播中发布广告的功能。扎克伯格承诺，Facebook最早要到2023年才会从内容创作者的收入中抽成。</p>\n<p>Facebook还在采取一种熟悉的策略，让自家平台功能看起来更像竞争对手。本月，Instagram负责人亚当·莫塞里(Adam Mosseri)表示，Instagram应用将做出调整，为的是跟上主流视频应用。这包括调整Instagram算法，开始向用户推送更多视频。换句话说，Instagram正在做TikTok做的事情。</p>\n<p>“我们不再是一个照片分享应用，”莫塞里本月在Instagram的一段视频中说。他后来在个人社交媒体上澄清，Instagram并不是要放弃照片分享业务，而是将更多精力转向视频业务。</p>\n<p>Facebook还想吸引从作家到播客主播等各类内容创作者。上个月，Facebook推出新闻通讯服务Bulletin，旨在吸引更多作家在Facebook上建立自己的读者粉丝群。它还发布了Audio Rooms博客功能，让用户可以与粉丝实时聊天。Facebook发布这些功能瞄准的是播客市场，并与Clubhouse和Twitter的Spaces等应用程序竞争。</p>\n<p>最近，扎克伯格也开始使用有关自己的网红表情包。他最近发布了一张自己冲浪的照片，上面有扎克伯格涂着白色防晒霜的脸，这个表情包去年在网上广为流传。</p>\n<p>上一周末，扎克伯格还试图创作一个关于自己的模因。他在Facebook上发布了一段自己在加州太浩湖用电动冲浪板冲浪的视频，视频中的背景音乐是约翰·丹佛演唱的《乡村路带我回家》。</p>\n<p>内容创作者纷纷模仿，它几乎立刻就开始流行开来。</p>","source":"lsy1580517846866","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>FB效仿竞争对手：从YouTube和TikTok抢网红</title>\n<style 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}\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\">\nFB效仿竞争对手：从YouTube和TikTok抢网红\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 23:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://new.qq.com/omn/20210712/20210712A0BORC00.html><strong>腾讯科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>腾讯科技讯 7月12日消息，面对YouTube和TikTok视频平台的崛起，Facebook想要让自家平台重新成为流行文化的发源地。为此，公司通过发布更多盈利工具、效仿竞争对手功能等多种方式来吸引内容创作者。\n在过去18个月的时间里，Facebook首席产品官克里斯·考克斯(Chris Cox)惊讶看到Instagram正以前所未有的方式活跃起来。\n随着年轻人竞相用各种数字媒介表达自我，奥米·简塔...</p>\n\n<a href=\"https://new.qq.com/omn/20210712/20210712A0BORC00.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/223401e986df7be67c7237435ee9e478","relate_stocks":{},"source_url":"https://new.qq.com/omn/20210712/20210712A0BORC00.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144018470","content_text":"腾讯科技讯 7月12日消息，面对YouTube和TikTok视频平台的崛起，Facebook想要让自家平台重新成为流行文化的发源地。为此，公司通过发布更多盈利工具、效仿竞争对手功能等多种方式来吸引内容创作者。\n在过去18个月的时间里，Facebook首席产品官克里斯·考克斯(Chris Cox)惊讶看到Instagram正以前所未有的方式活跃起来。\n随着年轻人竞相用各种数字媒介表达自我，奥米·简塔(Oumi Janta)等主播发布的内容吸引了考克斯的注意。简塔是一位来自塞内加尔的轮滑运动员，现在居住在德国柏林。她在Instagram上发布了一段自己穿着旱冰鞋随着电子乐跳舞的视频，一举成名。考克斯说，简塔和其他人的成功让Instagram母公司Facebook意识到，应该采取更多措施来吸引主播。\n问题是Facebook行动有些晚了。许多从中赚钱的网红主播已经纷纷涌向YouTube和TikTok等竞争平台，这些视频平台很早之前就已经投资打造数字工具，让网红主播们可以从病毒式传播的视频中赚钱。\nFacebook开始迎头追赶。为了吸引新一代内容创作者，公司开始向顶级网红投入数百万美元，让他们使用自家产品。Facebook调整了旗下最大应用程序，效仿其竞争对手。上个月，公司还专门为网红们举办了一场“创作周”(Creator Week)活动。Facebook首席执行官马克·扎克伯格(Mark Zuckerberg)也表示，他希望“为数百万内容创作者打造最佳的谋生平台”。\n“疫情是一个转折点，”考克斯在接受采访时说，“总体而言，这个行业和创作者开始变得更有创意。”\n为了保证自家平台能赶上流行文化潮流，Facebook正试图克服公司在视频创作方面起步缓慢的问题。曾几何时，这个社交网络平台经常出现诸如“冰桶挑战”等知名新奇的流行文化元素。\n图示：曾经大热的“冰桶挑战”就源自Facebook平台\n但那是多年前的事情了。随着YouTube、TikTok和其他竞争对手越来越受用户欢迎，它们产生了更多的流行元素和模因。风靡全网的海员号子特色视频是过去18个月爆红的流行模因，但这一切就始于TikTok。\n吸引网红主播有助于Facebook重获人气，获取更有趣的内容。创作者们在Facebook及其应用程序上发布的流行视频、照片和帖子越多，用户继续使用社交网络平台的可能性就越大。当Facebook最终要求从创作者收入中抽取一部分佣金时，也可能会给公司增加一个潜在的利润来源。\n“Facebook基本上是在说，‘嘿，Instagram曾经是最大的网红平台，现在我们正在失去自己在这个领域的影响力，’”研究网红主播和内容创作者市场的光速创投风险投资人妮可·奎恩(Nicole Quinn)说。“如果我是Facebook，我会想，‘我需要与时俱进。我们要怎么把人拢回来?’”\n然而，要赢得网红们的支持并不容易，因为他们的选择也越来越多。除了Facebook、YouTube和TikTok，其他平台也在竞相拉拢网红。去年11月份，Snapchat宣布每天向平台上的内容创作者奖励100万美元，而且还推出打赏等让内容创作者赚钱的更多功能。Twitter也引入打赏功能，很快还将允许创作者对他们发布的内容按月收取订阅费用。\n根据风险投资公司SignalFire的数据，目前全球至少有5000万人自认为是内容创作者。\n“为了吸引和留住内容创作者，整个社交媒体领域正在开展一场全面竞争，”专注于网红经济的风险投资公司Atelier Ventures创始人Li Jin说。“所有主要平台都意识到，平台价值源自那些内容、那些能拴住用户的创作者。”\n这种转变也给Facebook带来了挑战。公司此前主要专注于向大品牌和中小企业推销广告业务，未能及时抓住机会吸引更多内容创作者。\n2016年，在短视频应用Vine关闭后，洛根·保罗(Logan Paul)和皮克斯(Piques)等顶级网红主播纷纷涌入Facebook平台发布视频内容。但当时Facebook没有足够的数字工具让这些网红获利，所以很多人把精力逐步转移到了YouTube。\nFacebook和Instagram面临的一个问题是，用户所发布的帖子和视频只会推送给关注他们的人，这意味着内容创作者可能需要数年时间来建立一个庞大受众群体，并从中赚钱。Facebook在全球有超过30亿用户，所以想要从中脱颖而出并非易事。\n相比之下，TikTok有名为For You的内容推荐算法，可以让没有粉丝的新用户轻松上传视频，并立即将视频内容展示给其他数百万用户。通过旗下的合作伙伴团队，TikTok很早就与平台上的网红们建立了合作关系，帮助内容创作者成长并管理粉丝，简化相关技术支持问题。\n一些内容创作者说，他们觉得Facebook不重视自己。29岁的乔恩·布劳内尔(Jon Brownell)是一位生活和健康方面的网红主播，在Facebook上有200多万粉丝。布劳内尔说，自从2017年自己的Facebook页面被黑后，很难与公司方面进行有效沟通。他说，自己曾四次出现在Facebook位于加州Playa Vista地区的办公室，试图向员工寻求帮助，但始终没人搭理。虽然最终布劳内尔的Facebook页面得以恢复，但因为数周时间无法在页面上发布广告内容，影响到他的收入。\n“扎克伯格一直支持创作者的说法是谎言，后面要加感叹号、感叹号、感叹号，”布劳内尔说。\n考克斯则说，Facebook正在倾听创作者们的意见。他说，公司正扩大自家合作伙伴团队的规模，为的是更好解决网红主播们的担忧。他补充说，Facebook上的一些创作者已经通过平台获得了大批粉丝。而Facebook与小企业打交道的经验能够有效支持内容创作者，帮助他们打造可持续的商业模式。\n为了帮助内容创作者们赚钱，Facebook也在发布更多工具和功能，比如针对网红页面上线的逐月付费订阅功能，以及在短视频和直播中发布广告的功能。扎克伯格承诺，Facebook最早要到2023年才会从内容创作者的收入中抽成。\nFacebook还在采取一种熟悉的策略，让自家平台功能看起来更像竞争对手。本月，Instagram负责人亚当·莫塞里(Adam Mosseri)表示，Instagram应用将做出调整，为的是跟上主流视频应用。这包括调整Instagram算法，开始向用户推送更多视频。换句话说，Instagram正在做TikTok做的事情。\n“我们不再是一个照片分享应用，”莫塞里本月在Instagram的一段视频中说。他后来在个人社交媒体上澄清，Instagram并不是要放弃照片分享业务，而是将更多精力转向视频业务。\nFacebook还想吸引从作家到播客主播等各类内容创作者。上个月，Facebook推出新闻通讯服务Bulletin，旨在吸引更多作家在Facebook上建立自己的读者粉丝群。它还发布了Audio Rooms博客功能，让用户可以与粉丝实时聊天。Facebook发布这些功能瞄准的是播客市场，并与Clubhouse和Twitter的Spaces等应用程序竞争。\n最近，扎克伯格也开始使用有关自己的网红表情包。他最近发布了一张自己冲浪的照片，上面有扎克伯格涂着白色防晒霜的脸，这个表情包去年在网上广为流传。\n上一周末，扎克伯格还试图创作一个关于自己的模因。他在Facebook上发布了一段自己在加州太浩湖用电动冲浪板冲浪的视频，视频中的背景音乐是约翰·丹佛演唱的《乡村路带我回家》。\n内容创作者纷纷模仿，它几乎立刻就开始流行开来。","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837436004,"gmtCreate":1629904043708,"gmtModify":1676530168935,"author":{"id":"4088090190949440","authorId":"4088090190949440","name":"LNM888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088090190949440","authorIdStr":"4088090190949440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/837436004","repostId":"1105665641","repostType":4,"repost":{"id":"1105665641","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":1629903716,"share":"https://ttm.financial/m/news/1105665641?lang=&edition=fundamental","pubTime":"2021-08-25 23:01","market":"other","language":"zh","title":"中国恒大预计上半年净利润同比下降29%-39%","url":"https://stock-news.laohu8.com/highlight/detail?id=1105665641","media":"老虎资讯综合","summary":"8月25日，$中国恒大(03333)$发布盈利预警：预期本集团于截至2021年6月30日止6个月录得之净利润有所下降，净利润预期为人民币90到105亿元，较去年同期下降为29%到39%。\n\n\n利润主要构成为房地产开发业务亏损约为人民币40亿元，中国恒大新能源汽车集团有限公司亏损约为人民币48亿元，出售本集团持有$恒腾网络(00136)$集团有限公司部分股份及持有其剩余股份按市价估值之盈利合计约为人民币185亿元。\n\n\n2021上半年度利润下降主要是由于上半年房地产销售价格下降及费用上升所导致。","content":"<p>8月25日，<a href=\"https://laohu8.com/S/03333\">中国恒大</a>发布盈利预警：预期本集团于截至2021年6月30日止6个月录得之净利润有所下降，净利润预期为人民币90到105亿元，较去年同期下降为29%到39%。</p>\n<p>利润主要构成为房地产开发业务亏损约为人民币40亿元，中国恒大新能源汽车集团有限公司亏损约为人民币48亿元，出售本集团持有<a href=\"https://laohu8.com/S/00136\">恒腾网络</a>集团有限公司部分股份及持有其剩余股份按市价估值之盈利合计约为人民币185亿元。</p>\n<p>2021上半年度利润下降主要是由于上半年房地产销售价格下降及费用上升所导致。</p>\n<p><img src=\"https://static.tigerbbs.com/909b3a39823ca1e5e7ed454e2cc254f1\" tg-width=\"841\" tg-height=\"626\" referrerpolicy=\"no-referrer\"></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\" 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>中国恒大预计上半年净利润同比下降29%-39%</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; 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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中国恒大预计上半年净利润同比下降29%-39%\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\">2021-08-25 23:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月25日，<a href=\"https://laohu8.com/S/03333\">中国恒大</a>发布盈利预警：预期本集团于截至2021年6月30日止6个月录得之净利润有所下降，净利润预期为人民币90到105亿元，较去年同期下降为29%到39%。</p>\n<p>利润主要构成为房地产开发业务亏损约为人民币40亿元，中国恒大新能源汽车集团有限公司亏损约为人民币48亿元，出售本集团持有<a href=\"https://laohu8.com/S/00136\">恒腾网络</a>集团有限公司部分股份及持有其剩余股份按市价估值之盈利合计约为人民币185亿元。</p>\n<p>2021上半年度利润下降主要是由于上半年房地产销售价格下降及费用上升所导致。</p>\n<p><img src=\"https://static.tigerbbs.com/909b3a39823ca1e5e7ed454e2cc254f1\" tg-width=\"841\" tg-height=\"626\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c6fcdaee085f89a043698b2126b966fe","relate_stocks":{"00136":"中国儒意","06666":"恒大物业","03333":"中国恒大","00708":"恒大汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105665641","content_text":"8月25日，中国恒大发布盈利预警：预期本集团于截至2021年6月30日止6个月录得之净利润有所下降，净利润预期为人民币90到105亿元，较去年同期下降为29%到39%。\n利润主要构成为房地产开发业务亏损约为人民币40亿元，中国恒大新能源汽车集团有限公司亏损约为人民币48亿元，出售本集团持有恒腾网络集团有限公司部分股份及持有其剩余股份按市价估值之盈利合计约为人民币185亿元。\n2021上半年度利润下降主要是由于上半年房地产销售价格下降及费用上升所导致。","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898742011,"gmtCreate":1628524563533,"gmtModify":1703507634698,"author":{"id":"4088090190949440","authorId":"4088090190949440","name":"LNM888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088090190949440","authorIdStr":"4088090190949440"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/898742011","repostId":"2158410898","repostType":4,"repost":{"id":"2158410898","pubTimestamp":1628523804,"share":"https://ttm.financial/m/news/2158410898?lang=&edition=fundamental","pubTime":"2021-08-09 23:43","market":"hk","language":"zh","title":"美国科技行业疫情红利走向终结，高增长模式一去不返","url":"https://stock-news.laohu8.com/highlight/detail?id=2158410898","media":"腾讯科技","summary":"从苹果到Roku等公司现在都发出警告称，这场狂欢即将结束。","content":"<p><img src=\"https://static.tigerbbs.com/568a5911b6eb8d75fb57b715d9000941\" tg-width=\"740\" tg-height=\"416\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/00700\">腾讯</a>科技讯 对科技公司而言，新冠肺炎大流行带来的繁荣时期即将结束。着越来越多的人在大流行封锁期间转向科技工作和娱乐，科技公司在2020年出现令人瞠目结舌的增长。不过从<a href=\"https://laohu8.com/S/AAPL\">苹果</a>到Roku等公司现在都发出警告称，这场狂欢即将结束。</p>\n<p>面对新冠全球大流行，全球经济不可避免的衰退，失业率创纪录，但是科技行业的韧性却得到了足够的体现。全球各地的“居家限制”让人们比以往更多地使用科技远程工作，大大提振了人们对科技股的乐观情绪。在这段繁荣时期，伴随着业绩的高速增长，美国拥有了五家市值超万亿美元的公司，分别是：苹果（市值2.43万亿美元）、<a href=\"https://laohu8.com/S/MSFT\">微软</a>（市值2.18万亿美元）、Alphabet（市值1.83万亿美元）、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>（市值1.71万亿美元）和<a href=\"https://laohu8.com/S/FB\">Facebook</a>（市值1.02万亿美元）。</p>\n<p>随着众多科技公司第二季度财报的陆续出炉，整体而言，它们第二季度的盈利超出预期，但投资者仍因当前季度的业绩展望不及预期而选择抛售股票。<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet是最引人注目的例外。明确地说，大型科技公司仍预计在第三季度表现出良好的增长，但警告说去年的高速增长模式可能会一去不复返。这一切似乎都是由于随着经济开放和更多人接种疫苗，人们远离科技重新回到现实世界的结果。</p>\n<p>科技公司财报季即将结束，从已掌握的信息来判断，整个科技行业的大流行热潮即将结束。</p>\n<h2>Roku流媒体业务大幅下滑</h2>\n<p>Roku第二季度净营收6.45亿美元，同比增长81%；净利润为7346.7万美元；摊薄后每股收益0.52美元；活跃用户数为5510万，同比增长28%；每用户平均营收为36.46美元，同比增长46%。该公司预计第三季度净营收6.75亿美元至6.85亿美元，毛利润3.15亿美元至3.25亿美元，净利润为亏损300万美元至盈利700万美元，调整后的息税前利润为6000万美元至7000万美元。</p>\n<p>至周四收盘，Roku的股价下跌了4%，此前该公司在周三的财报中表示，其平台上的总流媒体时间比上一季度减少了10亿小时。该公司还表示，由于努力解决供应链问题，其硬件利润率大幅下降。</p>\n<h2>Etsy警告增速放缓</h2>\n<p>Etsy周三发布的第二季度财务数据也超出预期。但投资者惩罚了该股，原因是Etsy发布业绩预警称，由疫情引发的电子商务繁荣正在停滞。该公司在谈论某些结果时也开始排除口罩销售，这一迹象表明，随着全美各地口罩令的取消，口罩销售已经下降。</p>\n<h2>苹果警告芯片短缺影响业绩</h2>\n<p>苹果上周发布了强劲的第三财季财报，各项财务数据轻松超出华尔街预期。财报显示，苹果主要产品线的营收同比增幅均超出12%。整体而言，苹果第三财季净营收为814.34亿美元，比去年同期的596.85亿美元增长36%。其中，该公司旗舰产品iPhone的净营收达到395.70亿美元，较去年同期的264.18亿美元增长近50%。</p>\n<p>不过该公司首席财务官卢卡·梅斯特里（Luca Maestri）表示，预计第四财季营收将实现双位数百分比的增长。梅斯特里称，苹果预计第四财季营收增速将较第三财季放缓，主要受汇率变动、服务业务增速放缓、以及iPhone和iPad供应受限的影响。如果不是全球芯片短缺影响到了苹果Mac和iPad的正常销售，苹果第三财季的业绩表现可能会更好。即使是在管理供应链方面享有盛誉的苹果，也无法避免芯片短缺的问题。苹果警告称，芯片短缺主要影响的是Mac和iPad业务，供应紧张可能会影响其第四财季iPhone和iPad的销售。</p>\n<p>苹果还表示，预计该公司将不再出现2020年那样的增长，导致其股价走低。</p>\n<h2>亚马逊营收不及预期</h2>\n<p>亚马逊上周发布了强劲的财务业绩，展示出尽管电子商务销售略有放缓，但其市场统治力愈发稳固。虽然营收连续第三个季度超过1000亿美元，但因为第二季度亚马逊季度营收在过去三年中首次不及华尔街预期，且发布了疲软的第三季度业绩展望，导致其股价随后走低。</p>\n<p>随着数以亿计的消费者转向在线满足他们的购物、娱乐和工作需求，亚马逊的实力进一步得到增强，在过去三年几乎获取了300亿美元的利润。该公司的云计算业务AWS在经历了一段时间的缓慢扩张后重新提速增长，而广告业务继续快速增长。但与其他大型科技公司一样，投资者已开始质疑这种势头能否保持下去。亚马逊第二季度的营收为1131亿美元，略低于华尔街分析师预测的1152亿美元；净利润为78亿美元，合每股15.12美元，超出分析师预期的每股12.28美元。该公司在财报中还预计，第三季度营收将在1060亿美元至1120亿美元，不及华尔街预期；运营利润在25亿美元至60亿美元。</p>\n<p>亚马逊首席财务官布莱恩·奥尔萨夫斯基（Brian Olsavsky）表示，随着经济进一步开放，亚马逊的营收从新冠肺炎大流行早期的大幅增长中企稳，他预计公司营收增速将继续下滑。“人们越来越多地外出，除了购物之外还做其他事情，”奥尔萨夫斯基在电话会议中表示。“我们开始绕过这一点，这就是为什么你会看到一些增长率下降，”奥尔萨夫斯基说，并补充说，亚马逊预计未来几个季度增长将继续放缓。</p>\n<h2>Facebook预计增速放缓</h2>\n<p>财报显示，Facebook第二季度营收为290.77亿美元，较去年同期的186.87亿美元增长56%；净利润为103.94亿美元，较去年同期的51.78亿美元增长101%。</p>\n<p>Facebook首席财务官戴夫·维纳（Dave Wehner）表示：“2021年第二季度的广告营收增长，得益于每条广告平均价格同比增长47%，以及投放广告数量增长6%。与第二季度类似，我们预计在2021年的剩余时间，广告营收增长将主要由广告价格同比上涨推动。在2021年第三季度和第四季度，我们预计总营收同比增长率将连续大幅放缓，因为我们将迎来增长越来越强劲的时期。当以两年为基础来看待增长以排除新冠肺炎复苏带来的影响时，我们预计与第二季度的增长率相比，2021年下半年的两年总收入增长将略有放缓。”</p>","source":"lsy1580517846866","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>美国科技行业疫情红利走向终结，高增长模式一去不返</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美国科技行业疫情红利走向终结，高增长模式一去不返\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-09 23:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://new.qq.com/omn/20210809/20210809A06SRM00.html><strong>腾讯科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>腾讯科技讯 对科技公司而言，新冠肺炎大流行带来的繁荣时期即将结束。着越来越多的人在大流行封锁期间转向科技工作和娱乐，科技公司在2020年出现令人瞠目结舌的增长。不过从苹果到Roku等公司现在都发出警告称，这场狂欢即将结束。\n面对新冠全球大流行，全球经济不可避免的衰退，失业率创纪录，但是科技行业的韧性却得到了足够的体现。全球各地的“居家限制”让人们比以往更多地使用科技远程工作，大大提振了人们对科技股...</p>\n\n<a href=\"https://new.qq.com/omn/20210809/20210809A06SRM00.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/4f790b0bd4b15a2ce51a8aeacce608c7","relate_stocks":{"AAPL":"苹果","AMZN":"亚马逊"},"source_url":"https://new.qq.com/omn/20210809/20210809A06SRM00.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158410898","content_text":"腾讯科技讯 对科技公司而言，新冠肺炎大流行带来的繁荣时期即将结束。着越来越多的人在大流行封锁期间转向科技工作和娱乐，科技公司在2020年出现令人瞠目结舌的增长。不过从苹果到Roku等公司现在都发出警告称，这场狂欢即将结束。\n面对新冠全球大流行，全球经济不可避免的衰退，失业率创纪录，但是科技行业的韧性却得到了足够的体现。全球各地的“居家限制”让人们比以往更多地使用科技远程工作，大大提振了人们对科技股的乐观情绪。在这段繁荣时期，伴随着业绩的高速增长，美国拥有了五家市值超万亿美元的公司，分别是：苹果（市值2.43万亿美元）、微软（市值2.18万亿美元）、Alphabet（市值1.83万亿美元）、亚马逊（市值1.71万亿美元）和Facebook（市值1.02万亿美元）。\n随着众多科技公司第二季度财报的陆续出炉，整体而言，它们第二季度的盈利超出预期，但投资者仍因当前季度的业绩展望不及预期而选择抛售股票。谷歌母公司Alphabet是最引人注目的例外。明确地说，大型科技公司仍预计在第三季度表现出良好的增长，但警告说去年的高速增长模式可能会一去不复返。这一切似乎都是由于随着经济开放和更多人接种疫苗，人们远离科技重新回到现实世界的结果。\n科技公司财报季即将结束，从已掌握的信息来判断，整个科技行业的大流行热潮即将结束。\nRoku流媒体业务大幅下滑\nRoku第二季度净营收6.45亿美元，同比增长81%；净利润为7346.7万美元；摊薄后每股收益0.52美元；活跃用户数为5510万，同比增长28%；每用户平均营收为36.46美元，同比增长46%。该公司预计第三季度净营收6.75亿美元至6.85亿美元，毛利润3.15亿美元至3.25亿美元，净利润为亏损300万美元至盈利700万美元，调整后的息税前利润为6000万美元至7000万美元。\n至周四收盘，Roku的股价下跌了4%，此前该公司在周三的财报中表示，其平台上的总流媒体时间比上一季度减少了10亿小时。该公司还表示，由于努力解决供应链问题，其硬件利润率大幅下降。\nEtsy警告增速放缓\nEtsy周三发布的第二季度财务数据也超出预期。但投资者惩罚了该股，原因是Etsy发布业绩预警称，由疫情引发的电子商务繁荣正在停滞。该公司在谈论某些结果时也开始排除口罩销售，这一迹象表明，随着全美各地口罩令的取消，口罩销售已经下降。\n苹果警告芯片短缺影响业绩\n苹果上周发布了强劲的第三财季财报，各项财务数据轻松超出华尔街预期。财报显示，苹果主要产品线的营收同比增幅均超出12%。整体而言，苹果第三财季净营收为814.34亿美元，比去年同期的596.85亿美元增长36%。其中，该公司旗舰产品iPhone的净营收达到395.70亿美元，较去年同期的264.18亿美元增长近50%。\n不过该公司首席财务官卢卡·梅斯特里（Luca Maestri）表示，预计第四财季营收将实现双位数百分比的增长。梅斯特里称，苹果预计第四财季营收增速将较第三财季放缓，主要受汇率变动、服务业务增速放缓、以及iPhone和iPad供应受限的影响。如果不是全球芯片短缺影响到了苹果Mac和iPad的正常销售，苹果第三财季的业绩表现可能会更好。即使是在管理供应链方面享有盛誉的苹果，也无法避免芯片短缺的问题。苹果警告称，芯片短缺主要影响的是Mac和iPad业务，供应紧张可能会影响其第四财季iPhone和iPad的销售。\n苹果还表示，预计该公司将不再出现2020年那样的增长，导致其股价走低。\n亚马逊营收不及预期\n亚马逊上周发布了强劲的财务业绩，展示出尽管电子商务销售略有放缓，但其市场统治力愈发稳固。虽然营收连续第三个季度超过1000亿美元，但因为第二季度亚马逊季度营收在过去三年中首次不及华尔街预期，且发布了疲软的第三季度业绩展望，导致其股价随后走低。\n随着数以亿计的消费者转向在线满足他们的购物、娱乐和工作需求，亚马逊的实力进一步得到增强，在过去三年几乎获取了300亿美元的利润。该公司的云计算业务AWS在经历了一段时间的缓慢扩张后重新提速增长，而广告业务继续快速增长。但与其他大型科技公司一样，投资者已开始质疑这种势头能否保持下去。亚马逊第二季度的营收为1131亿美元，略低于华尔街分析师预测的1152亿美元；净利润为78亿美元，合每股15.12美元，超出分析师预期的每股12.28美元。该公司在财报中还预计，第三季度营收将在1060亿美元至1120亿美元，不及华尔街预期；运营利润在25亿美元至60亿美元。\n亚马逊首席财务官布莱恩·奥尔萨夫斯基（Brian Olsavsky）表示，随着经济进一步开放，亚马逊的营收从新冠肺炎大流行早期的大幅增长中企稳，他预计公司营收增速将继续下滑。“人们越来越多地外出，除了购物之外还做其他事情，”奥尔萨夫斯基在电话会议中表示。“我们开始绕过这一点，这就是为什么你会看到一些增长率下降，”奥尔萨夫斯基说，并补充说，亚马逊预计未来几个季度增长将继续放缓。\nFacebook预计增速放缓\n财报显示，Facebook第二季度营收为290.77亿美元，较去年同期的186.87亿美元增长56%；净利润为103.94亿美元，较去年同期的51.78亿美元增长101%。\nFacebook首席财务官戴夫·维纳（Dave Wehner）表示：“2021年第二季度的广告营收增长，得益于每条广告平均价格同比增长47%，以及投放广告数量增长6%。与第二季度类似，我们预计在2021年的剩余时间，广告营收增长将主要由广告价格同比上涨推动。在2021年第三季度和第四季度，我们预计总营收同比增长率将连续大幅放缓，因为我们将迎来增长越来越强劲的时期。当以两年为基础来看待增长以排除新冠肺炎复苏带来的影响时，我们预计与第二季度的增长率相比，2021年下半年的两年总收入增长将略有放缓。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":238487009415360,"gmtCreate":1699260059087,"gmtModify":1699260063349,"author":{"id":"4088090190949440","authorId":"4088090190949440","name":"LNM888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088090190949440","authorIdStr":"4088090190949440"},"themes":[],"htmlText":"[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;","listText":"[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;","text":"[流泪] [流泪] [流泪] [流泪] [流泪] [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/238487009415360","isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881482444,"gmtCreate":1631376389088,"gmtModify":1676530538450,"author":{"id":"4088090190949440","authorId":"4088090190949440","name":"LNM888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088090190949440","authorIdStr":"4088090190949440"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/881482444","repostId":"1144889232","repostType":4,"repost":{"id":"1144889232","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":1631260371,"share":"https://ttm.financial/m/news/1144889232?lang=&edition=fundamental","pubTime":"2021-09-10 15:52","market":"us","language":"zh","title":"老虎证券发布Q2财报：入金客户破50万，超六成新增来自海外","url":"https://stock-news.laohu8.com/highlight/detail?id=1144889232","media":"老虎资讯综合","summary":"美东时间9月10日盘前，老虎证券 公布了截至2021年6月30日的第二季度未经审计财报。财报显示，老虎证券二季度营收6023万美元，同比增长98.7%。\n截至二季度末，老虎证券全球开户客户数新增24.","content":"<p>美东时间9月10日盘前，<a href=\"https://laohu8.com/S/TIGR\">老虎证券</a> 公布了<a href=\"https://ir.itiger.com/news-releases/news-release-details/fintech-holding-limited-reports-unaudited-second-quarter-2021\" target=\"_blank\">截至2021年6月30日的第二季度未经审计财报</a>。财报显示，老虎证券二季度营收6023万美元，同比增长98.7%。</p>\n<p>截至二季度末，老虎证券全球开户客户数新增24.9万至164.9万，为去年同期近2倍；入金客户增至52.9万，单季新增入金人数为15.3万，为去年同期4.5倍，创历史单季最高增量，其中超六成来自海外，国际化战略成果显著。同时，客户资产增至239.3亿美元，为去年同期近3倍。客户交易规模达1020亿美元，为去年同期2.2倍，2021年上半年交易规模合计2258亿美元，已超去年全年总额。</p>\n<p>高速发展的国际化业务和持续领先的技术闭环能力进一步提升资本市场对老虎证券的认可。季度内，公司被纳入MSCI中国全股票指数，并获桥水、先锋领航、贝莱德等数十家国际对冲基金和资管机构建仓或加仓。</p>\n<p>老虎证券创始人及CEO巫天华表示：“二季度外部环境不确定性增多，但得益于公司良好的品牌效应，我们持续赢得更多全球客户的信赖，季度新增入金客户再破纪录，上半年新增入金客户已超历史总和。在新加坡，目前入金客户已突破20万大关，公司国际化取得里程碑式进展。核心经纪业务稳健发展的同时，我们进一步加码企业服务，如推出A股ESOP服务，帮助更多成长期企业激发内生动力。展望未来，我们将在扎实合规风控的基础上不断迭代技术，提升产品和服务竞争力，为全球零售客户、机构及企业客户提供更高效、便捷的服务。”</p>\n<p><b>Q2新增入金客户创历史单季最高增量 上半年新增入金客户数超历史总和</b></p>\n<p>第二季度，老虎证券继续聚焦核心技术能力建设，不断丰富产品矩阵，在零售经纪市场中保持领先地位。期内，公司佣金及利息相关收入5002万美元，同比增长80.2%；交易规模达1020亿美元，同比增长118.2%。</p>\n<p>报告期内，老虎证券持续迭代交易体验，上线期权异动、OTC行情、期权未平仓曲线、资金变动明细等实用功能。同时，公司继续降低投资门槛，二季度每月分别推出道琼指数期货、A50+SG人民币期货、港交所全部股指期货的免佣活动，获得客户积极参与。</p>\n<p>打新方面，本季度老虎证券推出奈雪的茶、京东物流、BOSS直聘等29只美港股打新。为了进一步提高投资者的资金使用效率，公司在港股侧将20倍杠杆常规化，在美股侧推出IPO中签券。得益于不断优化的打新体验，二季度打新参与总人数同比增长163.5%。&nbsp;</p>\n<p>财富管理方面，公司资产管理规模（AUM）同比上涨149.0%。期内，公司新上线48支全球知名基金，其中包括首批新币基金，产品体系更趋国际化、多元化。此外，公司进一步升级定投服务，推出目标投功能，助力投资者灵活止盈卖出。</p>\n<p>技术侧，公司加速核心中后台技术自主化，截至二季度末已实现超50%客户美股订单的自清算，持续保持行业技术领先。</p>\n<p>财报显示，在上季度新增入金客户创新高的基础上，老虎证券本季度新增入金客户达15.3万，环比增长30.4%，再创历史最高单季增长纪录。至此，公司2021年上半年新增入金客户数达27万，超历史总和，并已完成全年35万入金客户指引的77%。为进一步提升公司全球市场份额，期内公司持续加大在研发、服务、营销、自清算等方面的投入，Non-GAAP净亏损为435万美元。</p>\n<p><b>超六成新增入金客户来自海外 新加坡迎20万入金客户里程碑</b></p>\n<p>&nbsp;老虎证券国际化战略自去年启动以来，延续亮眼表现，期内新增入金客户中，海外市场客户占比超60%。</p>\n<p>在新加坡，老虎证券入金客户数目前已破20万大关，继续扩大市场份额保持领先。为了更好一站式满足当地客户深度分析需求，期内公司推出形态选股、行业热力图、期权异动榜单等功能，同时持续夯实技术护城河，成为率先拿下新交所证券、衍生品交易及清算三项会员原则性批准（Approval-in-Principle）的互联网券商，切实践行本地化承诺。</p>\n<p>凭借良好的用户体验及安全可靠的服务，老虎证券新加坡子公司被《新加坡商业评论》授予“技术卓越奖”，并在资产托管方面获得亚洲知名杂志《财资》奖项认可，成为唯一入该榜的互联网券商。</p>\n<p><b>ESOP服务延伸至A股 上半年签约客户已超去年全年</b></p>\n<p>&nbsp;二季度，老虎证券持续深化一站式企业服务能力，以投行及ESOP（员工股权激励计划）为主的其他收入达1021万美元，同比增长301.5%。</p>\n<p>就ESOP业务来看，老虎证券季内新增51家客户，同比增长218.8%；上半年合计签约客户92家，已超去年全年。推出业务仅三年，老虎证券ESOP累计服务客户达216家，在增量市场保持强劲竞争力。</p>\n<p>&nbsp;值得注意的是，随着注册制改革的深入推进，实施股权激励的A股企业数量显著增加。二季度，老虎证券正式推出面向A股的全流程股权激励服务，期内服务千亿人民币以上市值客户3家、百亿人民币以上市值客户8家。至此，老虎证券ESOP服务实现美股、港股、A股企业全覆盖，可为两地上市或多主体不同资本市场上市的中大型企业提供一站式股权激励服务。</p>\n<p>同时，老虎证券继续升级系统功能，进一步提升ESOP服务深度和精度。二季度，公司完整上线Cap Table（股权结构）功能。在管理员端，该功能可帮助企业进行注册资本信息、融资轮次以及股权结构变化等数据的管理。在员工端，被激励对象可实时查看持股数量及比例，随时获取持有股份的价值信息。</p>\n<p>投行侧，老虎证券已累计为近200家企业客户提供投行、IR及PR服务，逐步形成从IPO、增发到大宗交易执行、销售的全服务矩阵，充分利用科技精准高效助力优质中国企业“走出去”。期内，公司参与21宗美港股IPO、增发及国际配售认购项目，其中承销14宗并再任牵头行，主导天美生物IPO。传统IPO外，公司发起并主承销的“TradeUP&nbsp;Global Corporation”为SEC会计新规发布后第一个完成上市且含认股权证的SPAC项目，具有行业标志性意义。</p>\n<p>增发方面，期内老虎证券独家执行阿特斯阳光电力集团1.5亿美元股票发行，成为首个在美国资本市场独家管理ATM（At-the-Market Offering）增发项目的华人券商。同期，公司完成1.8亿美元增发并再次创新，成为首家向普通投资者开放移动在线认购通道的互联网券商，赢得用户好评。</p>\n<p>此外，老虎证券继续发挥桥梁作用，通过企业号有效连接投资者与上市公司，助力中小投资者更便捷地获取企业重要信息。报告期内，老虎企业号新增时代天使、快手科技、涂鸦智能等37家明星美港股公司入驻，并数次成为企业向市场传递信息的首发平台。在老虎社区多重资源扶持下，期内小鹏汽车和容联云在新品发布和品牌升级时直接触达美港股投资者，实现超百万精准曝光。</p>\n<p><a href=\"https://ir.itiger.com/news-releases/news-release-details/fintech-holding-limited-reports-unaudited-second-quarter-2021\" target=\"_blank\">财报原文链接</a></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\" 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>老虎证券发布Q2财报：入金客户破50万，超六成新增来自海外</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; 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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老虎证券发布Q2财报：入金客户破50万，超六成新增来自海外\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\">2021-09-10 15:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美东时间9月10日盘前，<a href=\"https://laohu8.com/S/TIGR\">老虎证券</a> 公布了<a href=\"https://ir.itiger.com/news-releases/news-release-details/fintech-holding-limited-reports-unaudited-second-quarter-2021\" target=\"_blank\">截至2021年6月30日的第二季度未经审计财报</a>。财报显示，老虎证券二季度营收6023万美元，同比增长98.7%。</p>\n<p>截至二季度末，老虎证券全球开户客户数新增24.9万至164.9万，为去年同期近2倍；入金客户增至52.9万，单季新增入金人数为15.3万，为去年同期4.5倍，创历史单季最高增量，其中超六成来自海外，国际化战略成果显著。同时，客户资产增至239.3亿美元，为去年同期近3倍。客户交易规模达1020亿美元，为去年同期2.2倍，2021年上半年交易规模合计2258亿美元，已超去年全年总额。</p>\n<p>高速发展的国际化业务和持续领先的技术闭环能力进一步提升资本市场对老虎证券的认可。季度内，公司被纳入MSCI中国全股票指数，并获桥水、先锋领航、贝莱德等数十家国际对冲基金和资管机构建仓或加仓。</p>\n<p>老虎证券创始人及CEO巫天华表示：“二季度外部环境不确定性增多，但得益于公司良好的品牌效应，我们持续赢得更多全球客户的信赖，季度新增入金客户再破纪录，上半年新增入金客户已超历史总和。在新加坡，目前入金客户已突破20万大关，公司国际化取得里程碑式进展。核心经纪业务稳健发展的同时，我们进一步加码企业服务，如推出A股ESOP服务，帮助更多成长期企业激发内生动力。展望未来，我们将在扎实合规风控的基础上不断迭代技术，提升产品和服务竞争力，为全球零售客户、机构及企业客户提供更高效、便捷的服务。”</p>\n<p><b>Q2新增入金客户创历史单季最高增量 上半年新增入金客户数超历史总和</b></p>\n<p>第二季度，老虎证券继续聚焦核心技术能力建设，不断丰富产品矩阵，在零售经纪市场中保持领先地位。期内，公司佣金及利息相关收入5002万美元，同比增长80.2%；交易规模达1020亿美元，同比增长118.2%。</p>\n<p>报告期内，老虎证券持续迭代交易体验，上线期权异动、OTC行情、期权未平仓曲线、资金变动明细等实用功能。同时，公司继续降低投资门槛，二季度每月分别推出道琼指数期货、A50+SG人民币期货、港交所全部股指期货的免佣活动，获得客户积极参与。</p>\n<p>打新方面，本季度老虎证券推出奈雪的茶、京东物流、BOSS直聘等29只美港股打新。为了进一步提高投资者的资金使用效率，公司在港股侧将20倍杠杆常规化，在美股侧推出IPO中签券。得益于不断优化的打新体验，二季度打新参与总人数同比增长163.5%。&nbsp;</p>\n<p>财富管理方面，公司资产管理规模（AUM）同比上涨149.0%。期内，公司新上线48支全球知名基金，其中包括首批新币基金，产品体系更趋国际化、多元化。此外，公司进一步升级定投服务，推出目标投功能，助力投资者灵活止盈卖出。</p>\n<p>技术侧，公司加速核心中后台技术自主化，截至二季度末已实现超50%客户美股订单的自清算，持续保持行业技术领先。</p>\n<p>财报显示，在上季度新增入金客户创新高的基础上，老虎证券本季度新增入金客户达15.3万，环比增长30.4%，再创历史最高单季增长纪录。至此，公司2021年上半年新增入金客户数达27万，超历史总和，并已完成全年35万入金客户指引的77%。为进一步提升公司全球市场份额，期内公司持续加大在研发、服务、营销、自清算等方面的投入，Non-GAAP净亏损为435万美元。</p>\n<p><b>超六成新增入金客户来自海外 新加坡迎20万入金客户里程碑</b></p>\n<p>&nbsp;老虎证券国际化战略自去年启动以来，延续亮眼表现，期内新增入金客户中，海外市场客户占比超60%。</p>\n<p>在新加坡，老虎证券入金客户数目前已破20万大关，继续扩大市场份额保持领先。为了更好一站式满足当地客户深度分析需求，期内公司推出形态选股、行业热力图、期权异动榜单等功能，同时持续夯实技术护城河，成为率先拿下新交所证券、衍生品交易及清算三项会员原则性批准（Approval-in-Principle）的互联网券商，切实践行本地化承诺。</p>\n<p>凭借良好的用户体验及安全可靠的服务，老虎证券新加坡子公司被《新加坡商业评论》授予“技术卓越奖”，并在资产托管方面获得亚洲知名杂志《财资》奖项认可，成为唯一入该榜的互联网券商。</p>\n<p><b>ESOP服务延伸至A股 上半年签约客户已超去年全年</b></p>\n<p>&nbsp;二季度，老虎证券持续深化一站式企业服务能力，以投行及ESOP（员工股权激励计划）为主的其他收入达1021万美元，同比增长301.5%。</p>\n<p>就ESOP业务来看，老虎证券季内新增51家客户，同比增长218.8%；上半年合计签约客户92家，已超去年全年。推出业务仅三年，老虎证券ESOP累计服务客户达216家，在增量市场保持强劲竞争力。</p>\n<p>&nbsp;值得注意的是，随着注册制改革的深入推进，实施股权激励的A股企业数量显著增加。二季度，老虎证券正式推出面向A股的全流程股权激励服务，期内服务千亿人民币以上市值客户3家、百亿人民币以上市值客户8家。至此，老虎证券ESOP服务实现美股、港股、A股企业全覆盖，可为两地上市或多主体不同资本市场上市的中大型企业提供一站式股权激励服务。</p>\n<p>同时，老虎证券继续升级系统功能，进一步提升ESOP服务深度和精度。二季度，公司完整上线Cap Table（股权结构）功能。在管理员端，该功能可帮助企业进行注册资本信息、融资轮次以及股权结构变化等数据的管理。在员工端，被激励对象可实时查看持股数量及比例，随时获取持有股份的价值信息。</p>\n<p>投行侧，老虎证券已累计为近200家企业客户提供投行、IR及PR服务，逐步形成从IPO、增发到大宗交易执行、销售的全服务矩阵，充分利用科技精准高效助力优质中国企业“走出去”。期内，公司参与21宗美港股IPO、增发及国际配售认购项目，其中承销14宗并再任牵头行，主导天美生物IPO。传统IPO外，公司发起并主承销的“TradeUP&nbsp;Global Corporation”为SEC会计新规发布后第一个完成上市且含认股权证的SPAC项目，具有行业标志性意义。</p>\n<p>增发方面，期内老虎证券独家执行阿特斯阳光电力集团1.5亿美元股票发行，成为首个在美国资本市场独家管理ATM（At-the-Market Offering）增发项目的华人券商。同期，公司完成1.8亿美元增发并再次创新，成为首家向普通投资者开放移动在线认购通道的互联网券商，赢得用户好评。</p>\n<p>此外，老虎证券继续发挥桥梁作用，通过企业号有效连接投资者与上市公司，助力中小投资者更便捷地获取企业重要信息。报告期内，老虎企业号新增时代天使、快手科技、涂鸦智能等37家明星美港股公司入驻，并数次成为企业向市场传递信息的首发平台。在老虎社区多重资源扶持下，期内小鹏汽车和容联云在新品发布和品牌升级时直接触达美港股投资者，实现超百万精准曝光。</p>\n<p><a href=\"https://ir.itiger.com/news-releases/news-release-details/fintech-holding-limited-reports-unaudited-second-quarter-2021\" target=\"_blank\">财报原文链接</a></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/96067be5b24af13171d17d71b4e2f22e","relate_stocks":{"TIGR":"老虎证券"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144889232","content_text":"美东时间9月10日盘前，老虎证券 公布了截至2021年6月30日的第二季度未经审计财报。财报显示，老虎证券二季度营收6023万美元，同比增长98.7%。\n截至二季度末，老虎证券全球开户客户数新增24.9万至164.9万，为去年同期近2倍；入金客户增至52.9万，单季新增入金人数为15.3万，为去年同期4.5倍，创历史单季最高增量，其中超六成来自海外，国际化战略成果显著。同时，客户资产增至239.3亿美元，为去年同期近3倍。客户交易规模达1020亿美元，为去年同期2.2倍，2021年上半年交易规模合计2258亿美元，已超去年全年总额。\n高速发展的国际化业务和持续领先的技术闭环能力进一步提升资本市场对老虎证券的认可。季度内，公司被纳入MSCI中国全股票指数，并获桥水、先锋领航、贝莱德等数十家国际对冲基金和资管机构建仓或加仓。\n老虎证券创始人及CEO巫天华表示：“二季度外部环境不确定性增多，但得益于公司良好的品牌效应，我们持续赢得更多全球客户的信赖，季度新增入金客户再破纪录，上半年新增入金客户已超历史总和。在新加坡，目前入金客户已突破20万大关，公司国际化取得里程碑式进展。核心经纪业务稳健发展的同时，我们进一步加码企业服务，如推出A股ESOP服务，帮助更多成长期企业激发内生动力。展望未来，我们将在扎实合规风控的基础上不断迭代技术，提升产品和服务竞争力，为全球零售客户、机构及企业客户提供更高效、便捷的服务。”\nQ2新增入金客户创历史单季最高增量 上半年新增入金客户数超历史总和\n第二季度，老虎证券继续聚焦核心技术能力建设，不断丰富产品矩阵，在零售经纪市场中保持领先地位。期内，公司佣金及利息相关收入5002万美元，同比增长80.2%；交易规模达1020亿美元，同比增长118.2%。\n报告期内，老虎证券持续迭代交易体验，上线期权异动、OTC行情、期权未平仓曲线、资金变动明细等实用功能。同时，公司继续降低投资门槛，二季度每月分别推出道琼指数期货、A50+SG人民币期货、港交所全部股指期货的免佣活动，获得客户积极参与。\n打新方面，本季度老虎证券推出奈雪的茶、京东物流、BOSS直聘等29只美港股打新。为了进一步提高投资者的资金使用效率，公司在港股侧将20倍杠杆常规化，在美股侧推出IPO中签券。得益于不断优化的打新体验，二季度打新参与总人数同比增长163.5%。 \n财富管理方面，公司资产管理规模（AUM）同比上涨149.0%。期内，公司新上线48支全球知名基金，其中包括首批新币基金，产品体系更趋国际化、多元化。此外，公司进一步升级定投服务，推出目标投功能，助力投资者灵活止盈卖出。\n技术侧，公司加速核心中后台技术自主化，截至二季度末已实现超50%客户美股订单的自清算，持续保持行业技术领先。\n财报显示，在上季度新增入金客户创新高的基础上，老虎证券本季度新增入金客户达15.3万，环比增长30.4%，再创历史最高单季增长纪录。至此，公司2021年上半年新增入金客户数达27万，超历史总和，并已完成全年35万入金客户指引的77%。为进一步提升公司全球市场份额，期内公司持续加大在研发、服务、营销、自清算等方面的投入，Non-GAAP净亏损为435万美元。\n超六成新增入金客户来自海外 新加坡迎20万入金客户里程碑\n 老虎证券国际化战略自去年启动以来，延续亮眼表现，期内新增入金客户中，海外市场客户占比超60%。\n在新加坡，老虎证券入金客户数目前已破20万大关，继续扩大市场份额保持领先。为了更好一站式满足当地客户深度分析需求，期内公司推出形态选股、行业热力图、期权异动榜单等功能，同时持续夯实技术护城河，成为率先拿下新交所证券、衍生品交易及清算三项会员原则性批准（Approval-in-Principle）的互联网券商，切实践行本地化承诺。\n凭借良好的用户体验及安全可靠的服务，老虎证券新加坡子公司被《新加坡商业评论》授予“技术卓越奖”，并在资产托管方面获得亚洲知名杂志《财资》奖项认可，成为唯一入该榜的互联网券商。\nESOP服务延伸至A股 上半年签约客户已超去年全年\n 二季度，老虎证券持续深化一站式企业服务能力，以投行及ESOP（员工股权激励计划）为主的其他收入达1021万美元，同比增长301.5%。\n就ESOP业务来看，老虎证券季内新增51家客户，同比增长218.8%；上半年合计签约客户92家，已超去年全年。推出业务仅三年，老虎证券ESOP累计服务客户达216家，在增量市场保持强劲竞争力。\n 值得注意的是，随着注册制改革的深入推进，实施股权激励的A股企业数量显著增加。二季度，老虎证券正式推出面向A股的全流程股权激励服务，期内服务千亿人民币以上市值客户3家、百亿人民币以上市值客户8家。至此，老虎证券ESOP服务实现美股、港股、A股企业全覆盖，可为两地上市或多主体不同资本市场上市的中大型企业提供一站式股权激励服务。\n同时，老虎证券继续升级系统功能，进一步提升ESOP服务深度和精度。二季度，公司完整上线Cap Table（股权结构）功能。在管理员端，该功能可帮助企业进行注册资本信息、融资轮次以及股权结构变化等数据的管理。在员工端，被激励对象可实时查看持股数量及比例，随时获取持有股份的价值信息。\n投行侧，老虎证券已累计为近200家企业客户提供投行、IR及PR服务，逐步形成从IPO、增发到大宗交易执行、销售的全服务矩阵，充分利用科技精准高效助力优质中国企业“走出去”。期内，公司参与21宗美港股IPO、增发及国际配售认购项目，其中承销14宗并再任牵头行，主导天美生物IPO。传统IPO外，公司发起并主承销的“TradeUP Global Corporation”为SEC会计新规发布后第一个完成上市且含认股权证的SPAC项目，具有行业标志性意义。\n增发方面，期内老虎证券独家执行阿特斯阳光电力集团1.5亿美元股票发行，成为首个在美国资本市场独家管理ATM（At-the-Market Offering）增发项目的华人券商。同期，公司完成1.8亿美元增发并再次创新，成为首家向普通投资者开放移动在线认购通道的互联网券商，赢得用户好评。\n此外，老虎证券继续发挥桥梁作用，通过企业号有效连接投资者与上市公司，助力中小投资者更便捷地获取企业重要信息。报告期内，老虎企业号新增时代天使、快手科技、涂鸦智能等37家明星美港股公司入驻，并数次成为企业向市场传递信息的首发平台。在老虎社区多重资源扶持下，期内小鹏汽车和容联云在新品发布和品牌升级时直接触达美港股投资者，实现超百万精准曝光。\n财报原文链接","news_type":1},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895059712,"gmtCreate":1628696144436,"gmtModify":1676529825656,"author":{"id":"4088090190949440","authorId":"4088090190949440","name":"LNM888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088090190949440","authorIdStr":"4088090190949440"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/895059712","repostId":"1144086028","repostType":4,"repost":{"id":"1144086028","pubTimestamp":1628689184,"share":"https://ttm.financial/m/news/1144086028?lang=&edition=fundamental","pubTime":"2021-08-11 21:39","market":"hk","language":"zh","title":"未卖一车却先被“卖身”，恒大汽车还有未来吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1144086028","media":" iFeng科技","summary":"1.2018年～2020年，恒大汽车每年都在亏损，三年亏损总计近136亿元，今年上半年，预亏48亿元。\n2.恒大汽车早前发布了9款车型，但截至目前一车未卖。\n3.造车前期投入堪比无底洞，负债压力下，或","content":"<p><img src=\"https://static.tigerbbs.com/0f519b4c609a501229a54c03bd35e7a4\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\">1.2018年～2020年，恒大汽车每年都在亏损，三年亏损总计近136亿元，今年上半年，预亏48亿元。</p>\n<p>2.恒大汽车早前发布了9款车型，但截至目前一车未卖。</p>\n<p>3.造车前期投入堪比无底洞，负债压力下，或许恒大集团的“弃车保帅”是最为明智的出路。</p>\n<p>或许，从某种意义上，恒大汽车实现了许家印在2018年时定下的战略规划：“开辟一条不同于世界上任何造车企业的新的造车路。”</p>\n<p>8月10日晚间，中国恒大发布公告称，目前正在与几家潜在的独立第三方投资者进行接触，探讨有关出售旗下部分资产，包括但不限于出售恒大新能源汽车及恒大物业集团的部分权益。</p>\n<p><img src=\"https://static.tigerbbs.com/36424a81bcf9890cac8d93cbcc1128ab\" tg-width=\"1080\" tg-height=\"803\" referrerpolicy=\"no-referrer\">就在前一天，恒大汽车发布了半年盈利预警，预计2021年上半年净亏损额48亿元，相较去年同期增长近96%。尽管亏损的原因主要由于拓展新能源汽车业务，需要进行固定资产、设备、技术研发等开支的投入，但是自2018年～2020年，恒大汽车每年都在亏损，三年亏损总计近136亿元。<img src=\"https://static.tigerbbs.com/41bf17b66c62795234e3ecf40aa78c6b\" tg-width=\"685\" tg-height=\"620\" referrerpolicy=\"no-referrer\">不仅如此，自2021年开始，恒大汽车的股价也一路高开低走，短短半年，便从最高点的72.45港元/股一路跌到近10港元/股，市值也从5000亿港元下跌到近1200亿港元，市值缩水数千亿。截至8月11日发稿，受恒大系整体利好影响，恒大汽车报价13.82港元，市值达到1350亿，有所增长。</p>\n<p>不管是许家印，还是深陷债务危机的恒大集团，想在恒大汽车上投入更多资金恐怕有些力不从心。2021年6月底，恒大集团有息负债额度总计达到近6000亿元，与2020年最高点相比，已经下降近3000亿元，但债务压力仍不容小觑。</p>\n<p>更何况就造车行业而言，前期的投入堪比无底洞，负债压力下，或许恒大集团的“弃车保帅”是最为明智的出路。</p>\n<p><b>被恒大拿来换钱“回血”？</b></p>\n<p>今年4月，恒大在上海车展期间，将其早前发布的9款车型进行了统一亮相，并公开表示，预计在2021年第四季度实现试生产，2022年开始进行大规模交付，2025年产销实现100万辆。另外，具有长寿命、高安全等性能的动力电池产品，也将于2021年下半年量产。</p>\n<p>按照此前恒大汽车首席财务官潘大荣的预测，恒大集团还将在2021年对恒大汽车投入90亿元进行造车，而随着汽车销量的增长，集团将不再对其进行投入，也可正常运营。</p>\n<p>反观造车新势力们，今年以来蔚来、理想、小鹏纷纷加大了研发投入，且均表示未来每年都会在研发投入上有所增加；小米也斥巨资进入造车领域，雷军更是做出未来10年投资100亿美元的计划；而当各大企业都在不遗余力的加大投入的时候，恒大汽车却在投入上“戛然而止”。</p>\n<p>有分析师表示，在很大程度上，恒大汽车缺乏知识产权的沉淀，很多技术、资质等汽车产业链的布局都是通过大手笔买来的，很难形成自己的核心壁垒。“恒大用房地产的模式造车，很难与汽车行业相融，再加上造车理念、行为方式的区别，要想在汽车行业获得一席之位并不容易。”上述分析师称。</p>\n<p>但许家印并不这么想。早在2018年，他就曾提出恒大汽车“换道超车”的战略部署：要把能买的核心技术、能买的企业都买来，如底盘、电池等；不能买、买不过来的，要推进全方面合作；与工程技术领域建立朋友圈；与全球五大汽车工程技术龙头达成合作等等。</p>\n<p>而在商业规划上，则计划同步研发15款车型，在全球建立10大整车生产基地，2～3年内，生产规模达到100万辆；10～15年内，超过500万辆。但计划赶不上变化，恒大汽车最终只有“被换道”的命运。</p>\n<p><b>谁来接盘恒大汽车？</b></p>\n<p>8月9日，在恒大发布公告前一天，一份疑似恒大合作企业名单流出，包含珠江投资、广州城投、越秀金控、华润、万科等央企正与恒大开展谈判。恒大方面对此向凤凰科技表示：暂不清楚具体细节，如果能与上述企业合作会非常开心，最终协议以公司公告为准。</p>\n<p>恒大汽车被出售，或许有助于安抚恒大集团债权人的心态，并且可以释放其未来流动性有所改善的信号。但对恒大汽车而言，却不是笔划算的买卖。</p>\n<p>2018年，当许家印没能促成恒大与贾跃亭FF的合作后，恒大汽车就成了许家印进入汽车领域的最后一张底牌。至此往后，恒大汽车开始围绕新能源汽车产业链进行收购。</p>\n<p>同年6月，恒大汽车以67.46亿港元收购香港时颖公司100%股份，间接获得Smart King公司(全资持有FF香港与FF美国)45%的股权，成为其第一大股东。三个月后又斥资近150亿元，收购汽车经销商广汇集团40%股份，成为其第二大股东，并打通后续经销商体系。</p>\n<p>不仅如此，恒大汽车还在2019年，相继收购了瑞典电动汽车公司NEVS、荷兰商用车轮毂电机驱动技术公司e-Traction等汽车产业链公司，进行相关技术的研发工作。</p>\n<p>在建厂方面，恒大汽车更是舍得投资。2019年分别投资1600亿元、1200亿元在广州南沙区及沈阳建设以新能源汽车为主的基地项目；2020年投资100亿，在上海建立恒大动力电机生产基地，年规划产能20万套电机，拟于2022年建成投产。</p>\n<p>但出手阔绰的恒大汽车，其实更像一个“空壳”，既没有自己的核心技术也没有车企的严谨。“哪有一家车企会同时发布9款车型？这已经违反了行业逻辑。”汽车领域分析师表示，成本很难在短期内消化下去。</p>\n<p>以造车新势力中的理想汽车为例，在2019年大规模量产后，仅有一款在售车型，2021年发布的理想ONE改款车型，也不过是在现款的基础上，对其自动驾驶辅助系统、增程电动系统等方面进行了系统性升级。</p>\n<p>可见多款车型同时发售，对任何一家造车企业而言，都不是件容易的事，更何况还是在没有量产的情况下，同时发布9款车型，无形中增加了多重压力。而对智能汽车行业来说，整个行业都处于加速发展的状态，今天的新款或许就会变成明天的旧款，停止产品的演进及更新便会成为“落后者”。</p>\n<p>而在成为“落后者”之前，恒大汽车必须要先把自己卖出去。</p>","source":"lsy1570585487130","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 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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未卖一车却先被“卖身”，恒大汽车还有未来吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-11 21:39 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/UNACQEWbdI5qafjKlcG6xw><strong> iFeng科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1.2018年～2020年，恒大汽车每年都在亏损，三年亏损总计近136亿元，今年上半年，预亏48亿元。\n2.恒大汽车早前发布了9款车型，但截至目前一车未卖。\n3.造车前期投入堪比无底洞，负债压力下，或许恒大集团的“弃车保帅”是最为明智的出路。\n或许，从某种意义上，恒大汽车实现了许家印在2018年时定下的战略规划：“开辟一条不同于世界上任何造车企业的新的造车路。”\n8月10日晚间，中国恒大发布公告称...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/UNACQEWbdI5qafjKlcG6xw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0f519b4c609a501229a54c03bd35e7a4","relate_stocks":{"00708":"恒大汽车"},"source_url":"https://mp.weixin.qq.com/s/UNACQEWbdI5qafjKlcG6xw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144086028","content_text":"1.2018年～2020年，恒大汽车每年都在亏损，三年亏损总计近136亿元，今年上半年，预亏48亿元。\n2.恒大汽车早前发布了9款车型，但截至目前一车未卖。\n3.造车前期投入堪比无底洞，负债压力下，或许恒大集团的“弃车保帅”是最为明智的出路。\n或许，从某种意义上，恒大汽车实现了许家印在2018年时定下的战略规划：“开辟一条不同于世界上任何造车企业的新的造车路。”\n8月10日晚间，中国恒大发布公告称，目前正在与几家潜在的独立第三方投资者进行接触，探讨有关出售旗下部分资产，包括但不限于出售恒大新能源汽车及恒大物业集团的部分权益。\n就在前一天，恒大汽车发布了半年盈利预警，预计2021年上半年净亏损额48亿元，相较去年同期增长近96%。尽管亏损的原因主要由于拓展新能源汽车业务，需要进行固定资产、设备、技术研发等开支的投入，但是自2018年～2020年，恒大汽车每年都在亏损，三年亏损总计近136亿元。不仅如此，自2021年开始，恒大汽车的股价也一路高开低走，短短半年，便从最高点的72.45港元/股一路跌到近10港元/股，市值也从5000亿港元下跌到近1200亿港元，市值缩水数千亿。截至8月11日发稿，受恒大系整体利好影响，恒大汽车报价13.82港元，市值达到1350亿，有所增长。\n不管是许家印，还是深陷债务危机的恒大集团，想在恒大汽车上投入更多资金恐怕有些力不从心。2021年6月底，恒大集团有息负债额度总计达到近6000亿元，与2020年最高点相比，已经下降近3000亿元，但债务压力仍不容小觑。\n更何况就造车行业而言，前期的投入堪比无底洞，负债压力下，或许恒大集团的“弃车保帅”是最为明智的出路。\n被恒大拿来换钱“回血”？\n今年4月，恒大在上海车展期间，将其早前发布的9款车型进行了统一亮相，并公开表示，预计在2021年第四季度实现试生产，2022年开始进行大规模交付，2025年产销实现100万辆。另外，具有长寿命、高安全等性能的动力电池产品，也将于2021年下半年量产。\n按照此前恒大汽车首席财务官潘大荣的预测，恒大集团还将在2021年对恒大汽车投入90亿元进行造车，而随着汽车销量的增长，集团将不再对其进行投入，也可正常运营。\n反观造车新势力们，今年以来蔚来、理想、小鹏纷纷加大了研发投入，且均表示未来每年都会在研发投入上有所增加；小米也斥巨资进入造车领域，雷军更是做出未来10年投资100亿美元的计划；而当各大企业都在不遗余力的加大投入的时候，恒大汽车却在投入上“戛然而止”。\n有分析师表示，在很大程度上，恒大汽车缺乏知识产权的沉淀，很多技术、资质等汽车产业链的布局都是通过大手笔买来的，很难形成自己的核心壁垒。“恒大用房地产的模式造车，很难与汽车行业相融，再加上造车理念、行为方式的区别，要想在汽车行业获得一席之位并不容易。”上述分析师称。\n但许家印并不这么想。早在2018年，他就曾提出恒大汽车“换道超车”的战略部署：要把能买的核心技术、能买的企业都买来，如底盘、电池等；不能买、买不过来的，要推进全方面合作；与工程技术领域建立朋友圈；与全球五大汽车工程技术龙头达成合作等等。\n而在商业规划上，则计划同步研发15款车型，在全球建立10大整车生产基地，2～3年内，生产规模达到100万辆；10～15年内，超过500万辆。但计划赶不上变化，恒大汽车最终只有“被换道”的命运。\n谁来接盘恒大汽车？\n8月9日，在恒大发布公告前一天，一份疑似恒大合作企业名单流出，包含珠江投资、广州城投、越秀金控、华润、万科等央企正与恒大开展谈判。恒大方面对此向凤凰科技表示：暂不清楚具体细节，如果能与上述企业合作会非常开心，最终协议以公司公告为准。\n恒大汽车被出售，或许有助于安抚恒大集团债权人的心态，并且可以释放其未来流动性有所改善的信号。但对恒大汽车而言，却不是笔划算的买卖。\n2018年，当许家印没能促成恒大与贾跃亭FF的合作后，恒大汽车就成了许家印进入汽车领域的最后一张底牌。至此往后，恒大汽车开始围绕新能源汽车产业链进行收购。\n同年6月，恒大汽车以67.46亿港元收购香港时颖公司100%股份，间接获得Smart King公司(全资持有FF香港与FF美国)45%的股权，成为其第一大股东。三个月后又斥资近150亿元，收购汽车经销商广汇集团40%股份，成为其第二大股东，并打通后续经销商体系。\n不仅如此，恒大汽车还在2019年，相继收购了瑞典电动汽车公司NEVS、荷兰商用车轮毂电机驱动技术公司e-Traction等汽车产业链公司，进行相关技术的研发工作。\n在建厂方面，恒大汽车更是舍得投资。2019年分别投资1600亿元、1200亿元在广州南沙区及沈阳建设以新能源汽车为主的基地项目；2020年投资100亿，在上海建立恒大动力电机生产基地，年规划产能20万套电机，拟于2022年建成投产。\n但出手阔绰的恒大汽车，其实更像一个“空壳”，既没有自己的核心技术也没有车企的严谨。“哪有一家车企会同时发布9款车型？这已经违反了行业逻辑。”汽车领域分析师表示，成本很难在短期内消化下去。\n以造车新势力中的理想汽车为例，在2019年大规模量产后，仅有一款在售车型，2021年发布的理想ONE改款车型，也不过是在现款的基础上，对其自动驾驶辅助系统、增程电动系统等方面进行了系统性升级。\n可见多款车型同时发售，对任何一家造车企业而言，都不是件容易的事，更何况还是在没有量产的情况下，同时发布9款车型，无形中增加了多重压力。而对智能汽车行业来说，整个行业都处于加速发展的状态，今天的新款或许就会变成明天的旧款，停止产品的演进及更新便会成为“落后者”。\n而在成为“落后者”之前，恒大汽车必须要先把自己卖出去。","news_type":1},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147513806,"gmtCreate":1626363282505,"gmtModify":1703758803762,"author":{"id":"4088090190949440","authorId":"4088090190949440","name":"LNM888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088090190949440","authorIdStr":"4088090190949440"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147513806","repostId":"2151852289","repostType":4,"repost":{"id":"2151852289","pubTimestamp":1626401742,"share":"https://ttm.financial/m/news/2151852289?lang=&edition=fundamental","pubTime":"2021-07-16 10:15","market":"us","language":"zh","title":"和小鹏做法相似！蔚来更符合港股上市标准了","url":"https://stock-news.laohu8.com/highlight/detail?id=2151852289","media":"晚点早知道","summary":"之前小鹏回港上市时也做了类似的调整。\n\n今年三月，蔚来和小鹏都被传要回港二次上市。\n小鹏上月先回香港。蔚来暂无确切消息。不过蔚来最新的董事会人员变动使它逐渐贴合赴港上市规则，市场猜测回港敲钟箭在弦上。","content":"<p><img src=\"https://static.tigerbbs.com/c733d8c0b3216582775101b750825cf6\" tg-width=\"614\" tg-height=\"385\" referrerpolicy=\"no-referrer\"></p>\n<blockquote>\n <b>之前小鹏回港上市时也做了类似的调整。</b>\n</blockquote>\n<p>今年三月，蔚来和小鹏都被传要回港二次上市。</p>\n<p>小鹏上月先回香港。蔚来暂无确切消息。不过蔚来最新的董事会人员变动使它逐渐贴合赴港上市规则，市场猜测回港敲钟箭在弦上。</p>\n<p>从 7 月 12 日起，BAI 资本创始及管理合伙人龙宇正式成为蔚来汽车董事会的第三名独立非执行董事、也是唯一一名女性董事。她还同时从蔚来董事长李斌那里接过董事会提名及企业治理委员会主席一职。</p>\n<p>这样一来，蔚来同时满足了 2 条既有上市规则和 2 条上市规则修订建议，分别是：</p>\n<ul>\n <li><p>董事会应包括至少三名独董，需占董事会成员人数至少三分之一（现有）；</p></li>\n <li><p>审核委员会成员至少三名，且须全部是非执行董事（现有）；</p></li>\n <li><p>强制设立提名委员会，由独董担任主席且成员以独董占大多数（修订）；</p></li>\n <li><p>董事会需有最少一名另一性别成员（修订）。</p></li>\n</ul>\n<p>对此，蔚来方面回应《晚点 LatePost》称，董事会调整是以千亿市值科技公司管理为标准，增加董事会构成的多样性，与赴港上市并无关联。</p>\n<p>今年 5 月，蔚来曾召开特别股东大会，希望改变董事会结构，拟给予 NIO User Trusta（蔚来用户信托）提名一位董事的权力。</p>\n<p>《晚点 LatePost》获悉该提案已经通过，这意味着蔚来董事会或将增加一名由车主推举提名的董事。</p>\n<p>目前蔚来汽车董事会共有 6 席，李斌、蔚来联合创始人秦力洪占 2 席，第二大外部股东腾讯派驻董事 James Gordon Mitchell 占 1 席，独董占 3 席。蔚来汽车董事会下设的三个委员会，审计、薪酬、提名及公司治理，由 3 位独董分任主席。</p>\n<p>这一结构与已经成功赴港双重上市的小鹏汽车极其相似。而且小鹏汽车此前为满足香港上市条件，在上市时新任命了两名独董分任薪酬委员会及提名委员会主席。</p>\n<p>新加入蔚来董事会的龙宇与李斌相识多年。从 2009 年开始，她带领 BAI 资本投资了李斌创办及投资的多个企业，如易车、易鑫、优信二手车、车轮互联、摩拜单车等。</p>\n<p>易车刚上市不久，李斌与龙宇吃饭时就称自己对于出行的 “终极梦想” 是造车，并允诺把第三辆下线的车送给龙宇的女儿 Audrey。七年后，李斌履约。</p>\n<p>除此之外，双方还在对外投资方面有着默契。今年 5 月，淡马锡与 BAI、愉悦资本联合投资蔚来激光雷达供应商图达通 6400 万美元 B 轮融资，老股东蔚来资本、斯道资本和 F-Prime Capital 也参与其中。</p>","source":"lsy1596708272136","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 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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和小鹏做法相似！蔚来更符合港股上市标准了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-16 10:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/d-FonFpbhE4xT6KNa1AqHg><strong>晚点早知道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>之前小鹏回港上市时也做了类似的调整。\n\n今年三月，蔚来和小鹏都被传要回港二次上市。\n小鹏上月先回香港。蔚来暂无确切消息。不过蔚来最新的董事会人员变动使它逐渐贴合赴港上市规则，市场猜测回港敲钟箭在弦上。\n从 7 月 12 日起，BAI 资本创始及管理合伙人龙宇正式成为蔚来汽车董事会的第三名独立非执行董事、也是唯一一名女性董事。她还同时从蔚来董事长李斌那里接过董事会提名及企业治理委员会主席一职。\n...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/d-FonFpbhE4xT6KNa1AqHg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1e9aa56586a03fdd6464e21bfe99f7b5","relate_stocks":{"NIO":"蔚来"},"source_url":"https://mp.weixin.qq.com/s/d-FonFpbhE4xT6KNa1AqHg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151852289","content_text":"之前小鹏回港上市时也做了类似的调整。\n\n今年三月，蔚来和小鹏都被传要回港二次上市。\n小鹏上月先回香港。蔚来暂无确切消息。不过蔚来最新的董事会人员变动使它逐渐贴合赴港上市规则，市场猜测回港敲钟箭在弦上。\n从 7 月 12 日起，BAI 资本创始及管理合伙人龙宇正式成为蔚来汽车董事会的第三名独立非执行董事、也是唯一一名女性董事。她还同时从蔚来董事长李斌那里接过董事会提名及企业治理委员会主席一职。\n这样一来，蔚来同时满足了 2 条既有上市规则和 2 条上市规则修订建议，分别是：\n\n董事会应包括至少三名独董，需占董事会成员人数至少三分之一（现有）；\n审核委员会成员至少三名，且须全部是非执行董事（现有）；\n强制设立提名委员会，由独董担任主席且成员以独董占大多数（修订）；\n董事会需有最少一名另一性别成员（修订）。\n\n对此，蔚来方面回应《晚点 LatePost》称，董事会调整是以千亿市值科技公司管理为标准，增加董事会构成的多样性，与赴港上市并无关联。\n今年 5 月，蔚来曾召开特别股东大会，希望改变董事会结构，拟给予 NIO User Trusta（蔚来用户信托）提名一位董事的权力。\n《晚点 LatePost》获悉该提案已经通过，这意味着蔚来董事会或将增加一名由车主推举提名的董事。\n目前蔚来汽车董事会共有 6 席，李斌、蔚来联合创始人秦力洪占 2 席，第二大外部股东腾讯派驻董事 James Gordon Mitchell 占 1 席，独董占 3 席。蔚来汽车董事会下设的三个委员会，审计、薪酬、提名及公司治理，由 3 位独董分任主席。\n这一结构与已经成功赴港双重上市的小鹏汽车极其相似。而且小鹏汽车此前为满足香港上市条件，在上市时新任命了两名独董分任薪酬委员会及提名委员会主席。\n新加入蔚来董事会的龙宇与李斌相识多年。从 2009 年开始，她带领 BAI 资本投资了李斌创办及投资的多个企业，如易车、易鑫、优信二手车、车轮互联、摩拜单车等。\n易车刚上市不久，李斌与龙宇吃饭时就称自己对于出行的 “终极梦想” 是造车，并允诺把第三辆下线的车送给龙宇的女儿 Audrey。七年后，李斌履约。\n除此之外，双方还在对外投资方面有着默契。今年 5 月，淡马锡与 BAI、愉悦资本联合投资蔚来激光雷达供应商图达通 6400 万美元 B 轮融资，老股东蔚来资本、斯道资本和 F-Prime Capital 也参与其中。","news_type":1},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}