EddieLow personal page - To The Moon

EddieLow

EddieLow

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2023-04-16

Go go go

@TigerEvents:【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher

2023-04-11

👍👍👍👍👍

2022-06-18

PFE 👍

2022-06-17

👍

提醒：因美国联邦假日六月节，6月20日美股休市一日

2022-04-20

PFE STAY CLAM

2022-04-18

$C 20220506 55.0 CALL$Huat ah

2022-04-18

PFE go go go

2022-04-17

Pfe pfe pfe

2022-04-15

Pfe pfe pfe up up 🆙

2022-04-14

PFE PFE PFE

2022-02-11

👍

@Iverson_:Best Ways to Invest in Vietnam,This is Your Guide.

2022-02-07

Sea Ltd fly fly fly

2022-02-06

@ pfe rocket 🔝

2022-01-30

Huat ah

@骚Will搞美股:各位虎友們,我想死你們辣[得意] $特斯拉(TSLA)$ $英偉達(NVDA)$ $AMD(AMD)$ $AMC院線(AMC)$ $蘋果(AAPL)$

2021-12-22

Pfizer gogogo

2021-07-27

$Ioneer(INR.AU)$Gogogo

2021-07-25

V good share

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2021-07-23

?

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2021-07-15

?

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2021-07-15

?

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go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944053871","repostId":"9943960936","repostType":1,"repost":{"id":9943960936,"gmtCreate":1679046534725,"gmtModify":1680580626622,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher","htmlText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942890176,"gmtCreate":1681173143195,"gmtModify":1681173147047,"author":{"id":"3552651284642674","authorId":"3552651284642674","name":"EddieLow","avatar":"https://static.tigerbbs.com/7e28307ea3b14c4f0f39dccf293242d2","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3552651284642674","authorIdStr":"3552651284642674"},"themes":[],"htmlText":"👍👍👍👍👍","listText":"👍👍👍👍👍","text":"👍👍👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942890176","isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9057463217,"gmtCreate":1655548573039,"gmtModify":1676535660874,"author":{"id":"3552651284642674","authorId":"3552651284642674","name":"EddieLow","avatar":"https://static.tigerbbs.com/7e28307ea3b14c4f0f39dccf293242d2","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3552651284642674","authorIdStr":"3552651284642674"},"themes":[],"htmlText":"PFE 👍","listText":"PFE 👍","text":"PFE 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9057463217","isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9057377839,"gmtCreate":1655473665221,"gmtModify":1676535646748,"author":{"id":"3552651284642674","authorId":"3552651284642674","name":"EddieLow","avatar":"https://static.tigerbbs.com/7e28307ea3b14c4f0f39dccf293242d2","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3552651284642674","authorIdStr":"3552651284642674"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9057377839","repostId":"1130766759","repostType":4,"repost":{"id":"1130766759","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":1655260917,"share":"https://ttm.financial/m/news/1130766759?lang=&edition=fundamental","pubTime":"2022-06-15 10:41","market":"us","language":"zh","title":"提醒：因美国联邦假日六月节，6月20日美股休市一日","url":"https://stock-news.laohu8.com/highlight/detail?id=1130766759","media":"老虎资讯综合","summary":"这一节日是美国自1983年的“马丁·路德·金日”以来新增的第一个全国法定节日。","content":"<html><head></head><body><p>尊敬的投资者：</p><p><b>美股将于6月20日（星期一）休市</b>，因为6月19日（星期日）是美国的联邦假日（六月节）。值得一提的是，这一节日相当“年轻”，去年才被合法化，是美国自1983年的“马丁·路德·金日”以来<b>新增的第一个全国法定节日。</b></p><p><img src=\"https://static.tigerbbs.com/f29a163308823ba7a1941858fd5eec00\" tg-width=\"800\" tg-height=\"750\" referrerpolicy=\"no-referrer\"/></p><p>预祝投资顺利</p><p>老虎证券</p><p><b>休市安排</b></p><p><b>美股</b></p><p>6月20日（周一）休市，6月21日（周二）起照常开市。</p><p><b>港股、A股、新加坡股市、澳大利亚市场</b></p><p>照常交易。</p><p><b>背景介绍</b></p><p>2021年6月17日，美国总统拜登签署法令，将每年的6月19日定为全国法定节假日以纪念美国奴隶制的终结，节日名称为“Juneteenth”，该名称取自June（六月）和Nineteenth（十九）的组合。中国官方称这一节日为“六月节”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10ea0fb2e3d74348973bae50742d5fef\" tg-width=\"500\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/><span>拜登与“六月节祖母”Opal Lee</span></p><p>或许正是因为六月节非常“年轻”，去年的这个时候，美国SEC（证券交易委员会）还因为这个节日和美股市场产生了“分歧”：<b>SEC放假，而纽交所和纳斯达克交易所却照常开市。</b>SEC表示：“交易所自行决定联邦假期的运营状态，我们对各主要市场在正常时间内运营表示理解。”纽交所当时回应称，将评估2022年的六月节是否停业过节。</p><p>目前看来这样的“分歧”今年不会重演了。</p><p><img src=\"https://static.tigerbbs.com/9a9fb37a410b40a0a3403a1cc8cb8e6d\" tg-width=\"1080\" tg-height=\"768\" 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>提醒：因美国联邦假日六月节，6月20日美股休市一日</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提醒：因美国联邦假日六月节，6月20日美股休市一日\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\">2022-06-15 10:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>尊敬的投资者：</p><p><b>美股将于6月20日（星期一）休市</b>，因为6月19日（星期日）是美国的联邦假日（六月节）。值得一提的是，这一节日相当“年轻”，去年才被合法化，是美国自1983年的“马丁·路德·金日”以来<b>新增的第一个全国法定节日。</b></p><p><img src=\"https://static.tigerbbs.com/f29a163308823ba7a1941858fd5eec00\" tg-width=\"800\" tg-height=\"750\" referrerpolicy=\"no-referrer\"/></p><p>预祝投资顺利</p><p>老虎证券</p><p><b>休市安排</b></p><p><b>美股</b></p><p>6月20日（周一）休市，6月21日（周二）起照常开市。</p><p><b>港股、A股、新加坡股市、澳大利亚市场</b></p><p>照常交易。</p><p><b>背景介绍</b></p><p>2021年6月17日，美国总统拜登签署法令，将每年的6月19日定为全国法定节假日以纪念美国奴隶制的终结，节日名称为“Juneteenth”，该名称取自June（六月）和Nineteenth（十九）的组合。中国官方称这一节日为“六月节”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10ea0fb2e3d74348973bae50742d5fef\" tg-width=\"500\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/><span>拜登与“六月节祖母”Opal Lee</span></p><p>或许正是因为六月节非常“年轻”，去年的这个时候，美国SEC（证券交易委员会）还因为这个节日和美股市场产生了“分歧”：<b>SEC放假，而纽交所和纳斯达克交易所却照常开市。</b>SEC表示：“交易所自行决定联邦假期的运营状态，我们对各主要市场在正常时间内运营表示理解。”纽交所当时回应称，将评估2022年的六月节是否停业过节。</p><p>目前看来这样的“分歧”今年不会重演了。</p><p><img src=\"https://static.tigerbbs.com/9a9fb37a410b40a0a3403a1cc8cb8e6d\" tg-width=\"1080\" tg-height=\"768\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3beebfa3e0137570abe14d50f470080d","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130766759","content_text":"尊敬的投资者：美股将于6月20日（星期一）休市，因为6月19日（星期日）是美国的联邦假日（六月节）。值得一提的是，这一节日相当“年轻”，去年才被合法化，是美国自1983年的“马丁·路德·金日”以来新增的第一个全国法定节日。预祝投资顺利老虎证券休市安排美股6月20日（周一）休市，6月21日（周二）起照常开市。港股、A股、新加坡股市、澳大利亚市场照常交易。背景介绍2021年6月17日，美国总统拜登签署法令，将每年的6月19日定为全国法定节假日以纪念美国奴隶制的终结，节日名称为“Juneteenth”，该名称取自June（六月）和Nineteenth（十九）的组合。中国官方称这一节日为“六月节”。拜登与“六月节祖母”Opal Lee或许正是因为六月节非常“年轻”，去年的这个时候，美国SEC（证券交易委员会）还因为这个节日和美股市场产生了“分歧”：SEC放假，而纽交所和纳斯达克交易所却照常开市。SEC表示：“交易所自行决定联邦假期的运营状态，我们对各主要市场在正常时间内运营表示理解。”纽交所当时回应称，将评估2022年的六月节是否停业过节。目前看来这样的“分歧”今年不会重演了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086931276,"gmtCreate":1650410411148,"gmtModify":1676534715356,"author":{"id":"3552651284642674","authorId":"3552651284642674","name":"EddieLow","avatar":"https://static.tigerbbs.com/7e28307ea3b14c4f0f39dccf293242d2","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3552651284642674","authorIdStr":"3552651284642674"},"themes":[],"htmlText":"PFE STAY CLAM&nbsp;","listText":"PFE STAY CLAM&nbsp;","text":"PFE STAY 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Looking back at the past five years (2017-2021), it is rare that&nbsp;an&nbsp;index could&nbsp;outperform the US index, and Vietnam Ho Chi Minh Index is one of them. During this period, the S&amp;P 500 index of US stocks rose by 112%, the VNINDEX index of Vietnam rose by 129%, and the Shanghai Composite Index rose by only 17.2% in five years. Vietnam is one of th","text":"The game between China and Vietnam revealed the current situation of Chinese football in the past 20 years once again: paralyzed youth training, weak youth foundation, less than 10,000 registered athletes in China, and only a handful of football fields around us. After the game, a passage by Liu Jianhong, a well-known football commentator, was circulated, insinuating that not only football lost, but also the stock index. Looking back at the past five years (2017-2021), it is rare that an index could outperform the US index, and Vietnam Ho Chi Minh Index is one of them. During this period, the S&P 500 index of US stocks rose by 112%, the VNINDEX index of Vietnam rose by 129%, and the Shanghai Composite Index rose by only 17.2% in five years. 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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\">\nNetflix计划提供视频游戏，向电影电视以外领域拓展\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-15 07:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月15日讯，<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>正计划扩展到电子游戏领域，并聘请了一位前Electronic Arts和<a href=\"https://laohu8.com/S/FB\">Facebook</a>高管来领导这项工作。这标志着该公司在电视和电影之外的第一个重大举措。</p>\n<p>该公司周三表示，Mike Verdu将加入Netflix担任负责游戏开发的副总裁，并向首席运营官Greg Peters汇报工作。Verdu之前是Facebook的副总裁，负责与开发人员合作，为Oculus虚拟现实头戴设备提供游戏和其他内容。</p>\n<p>据一位知情人士透露，公司的想法是在未来一年内在Netflix流媒体平台上提供视频游戏。这位人士表示，该公司目前不打算对新内容收取额外费用。</p>\n<p>截止发稿，奈飞盘后股价上涨超3%，565.98美元。</p>\n<p><img src=\"https://static.tigerbbs.com/af1d5379df77bc0554e59fe0704d9fb4\" tg-width=\"899\" tg-height=\"894\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8fa6212aa97fcee15e91e74f631de4bf","relate_stocks":{"NFLX":"奈飞","QNETCN":"纳斯达克中美互联网老虎指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179601482","content_text":"7月15日讯，Netflix正计划扩展到电子游戏领域，并聘请了一位前Electronic Arts和Facebook高管来领导这项工作。这标志着该公司在电视和电影之外的第一个重大举措。\n该公司周三表示，Mike Verdu将加入Netflix担任负责游戏开发的副总裁，并向首席运营官Greg Peters汇报工作。Verdu之前是Facebook的副总裁，负责与开发人员合作，为Oculus虚拟现实头戴设备提供游戏和其他内容。\n据一位知情人士透露，公司的想法是在未来一年内在Netflix流媒体平台上提供视频游戏。这位人士表示，该公司目前不打算对新内容收取额外费用。\n截止发稿，奈飞盘后股价上涨超3%，565.98美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093395822,"gmtCreate":1643511828558,"gmtModify":1676533827337,"author":{"id":"3552651284642674","authorId":"3552651284642674","name":"EddieLow","avatar":"https://static.tigerbbs.com/7e28307ea3b14c4f0f39dccf293242d2","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3552651284642674","authorIdStr":"3552651284642674"},"themes":[],"htmlText":"Huat ah","listText":"Huat ah","text":"Huat 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!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/389969549","isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092821448,"gmtCreate":1644589528814,"gmtModify":1676533944056,"author":{"id":"3552651284642674","authorId":"3552651284642674","name":"EddieLow","avatar":"https://static.tigerbbs.com/7e28307ea3b14c4f0f39dccf293242d2","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3552651284642674","authorIdStr":"3552651284642674"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092821448","repostId":"9096346644","repostType":1,"repost":{"id":9096346644,"gmtCreate":1644316881589,"gmtModify":1676533911653,"author":{"id":"4102729180680350","authorId":"4102729180680350","name":"Iverson_","avatar":"https://static.itradeup.com/news/ebb29722e4280698dadd2f78376ff19e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102729180680350","authorIdStr":"4102729180680350"},"themes":[],"title":"Best Ways to Invest in Vietnam,This is Your Guide.","htmlText":"The game&nbsp;between China and Vietnam revealed the current situation of Chinese football in the past 20 years&nbsp;once again: paralyzed youth training, weak youth foundation, less than 10,000 registered athletes in China, and only a handful of football fields around us. After the game, a passage by Liu Jianhong, a well-known football commentator, was circulated, insinuating that not only football lost, but also the stock index. Looking back at the past five years (2017-2021), it is rare that&nbsp;an&nbsp;index could&nbsp;outperform the US index, and Vietnam Ho Chi Minh Index is one of them. During this period, the S&amp;P 500 index of US stocks rose by 112%, the VNINDEX index of Vietnam rose by 129%, and the Shanghai Composite Index rose by only 17.2% in five years. Vietnam is one of th","listText":"The game&nbsp;between China and Vietnam revealed the current situation of Chinese football in the past 20 years&nbsp;once again: paralyzed youth training, weak youth foundation, less than 10,000 registered athletes in China, and only a handful of football fields around us. After the game, a passage by Liu Jianhong, a well-known football commentator, was circulated, insinuating that not only football lost, but also the stock index. Looking back at the past five years (2017-2021), it is rare that&nbsp;an&nbsp;index could&nbsp;outperform the US index, and Vietnam Ho Chi Minh Index is one of them. During this period, the S&amp;P 500 index of US stocks rose by 112%, the VNINDEX index of Vietnam rose by 129%, and the Shanghai Composite Index rose by only 17.2% in five years. Vietnam is one of th","text":"The game between China and Vietnam revealed the current situation of Chinese football in the past 20 years once again: paralyzed youth training, weak youth foundation, less than 10,000 registered athletes in China, and only a handful of football fields around us. After the game, a passage by Liu Jianhong, a well-known football commentator, was circulated, insinuating that not only football lost, but also the stock index. Looking back at the past five years (2017-2021), it is rare that an index could outperform the US index, and Vietnam Ho Chi Minh Index is one of them. During this period, the S&P 500 index of US stocks rose by 112%, the VNINDEX index of Vietnam rose by 129%, and the Shanghai Composite Index rose by only 17.2% in five years. Vietnam is one of th","images":[{"img":"https://static.tigerbbs.com/4ecf442343528d35f57db9d5ea884c67","width":"828","height":"615"},{"img":"https://static.tigerbbs.com/db72aeb841a10e47e8b5f63a25995e11","width":"1242","height":"2688"},{"img":"https://static.tigerbbs.com/152c4a23493bc50d3fb1803091c37c66","width":"669","height":"457"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096346644","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098668231,"gmtCreate":1644116594963,"gmtModify":1676533891721,"author":{"id":"3552651284642674","authorId":"3552651284642674","name":"EddieLow","avatar":"https://static.tigerbbs.com/7e28307ea3b14c4f0f39dccf293242d2","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3552651284642674","authorIdStr":"3552651284642674"},"themes":[],"htmlText":"@ pfe rocket 🔝&nbsp;","listText":"@ pfe rocket 🔝&nbsp;","text":"@ pfe rocket 🔝","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098668231","isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177989896,"gmtCreate":1627175684515,"gmtModify":1703485012653,"author":{"id":"3552651284642674","authorId":"3552651284642674","name":"EddieLow","avatar":"https://static.tigerbbs.com/7e28307ea3b14c4f0f39dccf293242d2","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3552651284642674","authorIdStr":"3552651284642674"},"themes":[],"htmlText":"V good share","listText":"V good share","text":"V good share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177989896","repostId":"1123957334","repostType":2,"repost":{"id":"1123957334","pubTimestamp":1626954009,"share":"https://ttm.financial/m/news/1123957334?lang=&edition=fundamental","pubTime":"2021-07-22 19:40","market":"us","language":"zh","title":"最被低估的电商黑马，分析师：ETSY有翻倍增长空间","url":"https://stock-news.laohu8.com/highlight/detail?id=1123957334","media":"美股研究社","summary":"Oppenheimer 分析师 Jason Helfstein 在近期的报告中，将 Etsy 的目标价格从 200 美元上调至 225 美元，并维持对ETSY跑赢大盘的评级，因为第三方数据表明，即使在","content":"<p><img src=\"https://static.tigerbbs.com/841a20f03015256799aafd2589323f40\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\">Oppenheimer 分析师 Jason Helfstein 在近期的报告中，将 Etsy 的目标价格从 200 美元上调至 225 美元，并维持对ETSY跑赢大盘的评级，因为第三方数据表明，即使在困难的第二季度竞争中，强劲的转换趋势和买家保留率仍然很健康。</p>\n<p>分析师指出，根据 SimilarWeb，Etsy.com 对支付网站的出站访问与市场收入的增长有很强的相关性，并补充说第二季度对支付网站的出站访问同比增长了 27%，而网站访问量同比增长了 21%。高流量数据使 Helfstein 相信第二季度的结果应该达到或略超过收入指导的高端。</p>\n<p>Helfstein 在一份报告中还预测ETSY二季度的营收为5.4亿美元，年增长率为26%，而华尔街的年增长率为22%。他还预计商品销售总额为30.8亿美元，调整后每股收益为0.53美元。与此同时，Etsy在6月初收购了总部位于英国的DePOP，这也推动该公司在英国、德国和法国对谷歌搜索的兴趣增加了15%，Helfstein说，“这对该公司的长期国际雄心来说应该是个好兆头。”</p>\n<p>无独有偶，Needham 分析师 Anna Andreeva 也买入评级和 250 美元的目标价启动了对 Etsy 的报道。Andreeva认为 Etsy 是她报道中最好的增长点之一，长期商品销售总额增长超过 20%，并且有机会在 2020 年保持增加到平台的新用户数量创历史新高。此外， Andreeva 在一份研究报告中告诉投资者，最近对 Depop 和 Elo7 的收购将扩大公司的总目标市场，包括新的有吸引力类别。</p>\n<p><b>以下是报告的详细内容：</b></p>\n<p><b>一季度的强劲增长</b></p>\n<p>ETSY 2021 年第一季度的数字非常强劲，收入增长了 141%，调整后 EBITDA 利润率达到了收入的 33%。</p>\n<p><img src=\"https://static.tigerbbs.com/6dba61ff684ba29dd9b23bd939c06dcf\" tg-width=\"640\" tg-height=\"269\" referrerpolicy=\"no-referrer\"></p>\n<p>Etsy 在本季度增加了 1600 万新买家或重新激活的买家，期末活跃买家总数为 8970 万，同比增长 90.5%。</p>\n<p><img src=\"https://static.tigerbbs.com/4f2bb34a023b886545b96076514634d4\" tg-width=\"640\" tg-height=\"475\" referrerpolicy=\"no-referrer\"></p>\n<p>习惯性买家是指每年在 Etsy 上购买至少 6 次或每年在该平台上花费超过 200 美元的买家。这是该公司最有价值的群体，它实现了 205% 的同比增长，这是 Etsy 在这个关键群体中创纪录的增长率。</p>\n<p><img src=\"https://static.tigerbbs.com/6509ee945476cb412812abf778ba8c8d\" tg-width=\"640\" tg-height=\"467\" referrerpolicy=\"no-referrer\"></p>\n<p>非口罩 GMS——商品销售总额——上季度增长了 138%，口罩目前占 GMS 的 2.5%，而 2020 年第二季度为 14.1%。口罩为 2020 年的业务提供了巨大的推动，但 Etsy 的成功远不止现在的口罩这些。</p>\n<p><img src=\"https://static.tigerbbs.com/9666ef7c38c4e3bb3573cfa66dbe1268\" tg-width=\"640\" tg-height=\"436\" referrerpolicy=\"no-referrer\"></p>\n<p>在最近几个季度加速收入增长的背景下，管理层进行了一系列投资以改善用户体验并推动持续增长。Etsy 现在拥有更好的可以个性化的搜索引擎，以便为每个买家的特定需求和品味提供卓越的搜索结果。</p>\n<p>卖家可以上传视频，不仅可以展示产品，还可以展示生产过程，鼓励买家和卖家之间进行更多的对话，以推动进一步的个性化。看看每个活跃买家的 GMS 持续增长，这种策略似乎运作良好并推动加速参与。</p>\n<p><img src=\"https://static.tigerbbs.com/02ef312f80492646c98ebcca83bd3520\" tg-width=\"640\" tg-height=\"442\" referrerpolicy=\"no-referrer\"></p>\n<p>国际 GMS 在本季度环比增长 200 个基点，占整体 GMS 的 42%。国际 GMS 的增长速度快于整体 GMS 增长，加速至 169%，证明国际业务在未来几年可能成为业务的强大增长动力。</p>\n<p><img src=\"https://static.tigerbbs.com/c4771efe511a8f0c23aed569aed3f361\" tg-width=\"640\" tg-height=\"448\" referrerpolicy=\"no-referrer\"><b>改变基本面的重磅收购</b></p>\n<p>今年6月， Etsy宣布将以近16.3亿美元的价格收购英国时尚购物平台Depop，该交易预计于今年第三季度完成。当 Etsy 收购 Depop 的消息首次投放市场时，该消息受到了积极的响应，股价较开盘价上涨 6.5%。</p>\n<p>此次收购使 Etsy 进入了两个令人兴奋的新领域，因为 Depop 是Z 世代购物者和二手销售市场的一个游戏。截至目前，ETSY继续将 Depop 作为自己的独立市场运营。</p>\n<p>人们可以将 Depop 视为一个在线的国际跳蚤市场，进行二手服装销售。Depop 的方法也可以称为社交商务，即 Depop 鼓励卖家在 TikTok、Instagram 和 YouTube 等平台上建立自己的品牌。</p>\n<p>Depop 的方法吸引了 Z 世代，因为 Depop 是美国 Z 世代消费者访问量排名第 10 的购物网站。90% 的 Depop 用户都在 26 岁以下，这对零售商来说是一个有吸引力的买家群体。</p>\n<p>随着 Depop 的收购，Etsy 似乎正在演变成多个电子商务品牌的家，迎合不同的受众。收购 Depop 是在 2019 年收购 Reverb 的基础上进行的。Reverb 是新旧乐器和设备的市场。Etsy 主要销售自制商品和工艺品。Depop 主要销售服装，越来越多的时尚品牌被使用Depop 等转售平台的概念所吸引。我们认为这对 Etsy 来说是一次非常重要的收购，因为它使 Etsy 能够吸引年轻的购物者加入他们的购物平台家族。</p>\n<p>Etsy 最近公布了他们以 16.25 亿美元收购Depop 的细节。Etsy 主要由现金收购，这证明其流动性充足，现金和现金等价物为 16.7 亿美元。去年 GMS 的收入约为 3.5 亿美元，收入约为 7000 万美元。</p>\n<p>根据 16.25 亿美元的收购价，Etsy 以 23.2 倍的企业价值/销售额“EV/S”（在过去 12 个月“TTM”的基础上）收购了 Depop。鉴于 Etsy 目前的 NTM EV/S 为 8.8 倍，这笔交易有点贵，但我相信他们的增长和协同潜力超过了支付的任何溢价。</p>\n<p>虽然 Depop 增加了额外的 GMS ，并增加了 Etsy 的收入，但服装 TAM（特别是服装转售）为 Etsy 创造了一条巨大的跑道。随着这一细分市场的受欢迎程度不断提高（ Depop过去 3 年近 80%的有机收入复合年增长率显示），到 2024 年，仅在美国，二手零售市场预计将达到 640 亿美元：</p>\n<p><img src=\"https://static.tigerbbs.com/f28deeca989cf5c3cacf2550a2afcbda\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"></p>\n<p>Depop 还通过多样化其消费者群体为 Etsy 提供价值。由于 Etsy 和 Reverb 的核心人口统计数据分别是千禧一代/X 世代女性和男性，Depop 为 Z 世代和国际增加了一个关键层，因为英国和澳大利亚是其两个核心地理区域。</p>\n<p><img src=\"https://static.tigerbbs.com/ea4dd23fcd45462ec9c045578a86e943\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\"></p>\n<p>Etsy 和 Depop 之间可能产生的协同效应让我们对 Etsy 为收购支付的价格感到满意。我们相信 Etsy 将提供服务资源来大幅提高 Depop 的接受率，这是未来增长的关键。此次收购还希望带来更好的搜索和发现，以及主导全球利基电子商务市场的共同使命和目标，预计在今年第三季度完成收购后，Etsy 将在三个关键领域开展业务：</p>\n<p><img src=\"https://static.tigerbbs.com/c75353591d43cd5d61c5a16e031cc842\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"></p>\n<p>值得一提的是，ETSY并未就此停下脚步。今年7月， Etsy 宣布将以2.17亿美元的价格收购巴西电商平台 Elo7，这是 Etsy 首次将业务拓展至拉美市场。报道称，Elo7 是巴西最大电商平台之一，拥有5.6万活跃商家及近200万买家。</p>\n<p>本次收购计划在今年第三季度完成，收购完成后 Elo7 依旧会作为独立平台，由现有管理层进行运营管理。收购完成后，Etsy 旗下将拥有四个独立品牌——Etsy、Elo7、音乐软件 Reverb、二手服装交易平台 Depop。</p>\n<p>Etsy 首席执行官 Josh Silverman 在新闻公告中表示：“Elo7 是‘巴西版 Etsy’，其目标和商业模式与 Etsy 类似，是巴西最受欢迎的电商平台之一，《2021年4月巴西电子商务报告》显示，Elo7 在巴西电商市场中排名第六。Etsy 目前在拉美还没有成型的客户群体，这笔交易将为 Etsy 在拉丁美洲市场建立一个立足点。”</p>\n<p>Etsy 对 Elo7 的收购可以说带着些许“合并同类项”的意味，Elo7 首席执行官 Carlos Curioni 表示：“Etsy 一直是 Elo7 发展的灵感和参考，我们很高兴能作为 Etsy 的一部分继续我们的增长之旅，Etsy 与 Elo7 的使命和文化非常接近。我们期待借助 Etsy 的产品和营销专业知识，充分激发 Elo7 在市场拓展、平台运营和团队管理上的潜力。”</p>\n<p>在全球电商纷纷寻找市场增量的情况下，拉美逐渐成为了各大平台盯上的“潜力股”。从市场选择上来看，巴西对于 Etsy 来说是进驻拉美的一个不错起点。从潜力上来看，巴西人口约2.12亿，平均年龄32岁，互联网渗透率约为58.3%。消费水平相对来说也不低，2020年人均 GDP 为6450美元，超过83%的消费者通过网络进行购物。</p>\n<p>目前，巴西作为目前全球第九大电商零售市场，也是拉美最大的零售电商市场，逐渐成为了全球电商的新舞台，各路玩家“粉墨登场”。</p>\n<p>虽然对 Depop 和 Elo7 的收购不会在短期内起到推动作用，但这些市场可能会显着改善 Etsy 已经具有吸引力的长期增长前景。Depop 将 Etsy 的影响力扩展到快速增长的二手市场，该市场深受 Z 世代和千禧一代的欢迎。Elo7 为 Etsy 提供了在全球增长最快的电子商务市场之一的增长路径。</p>\n<p>现在 Etsy 已经达到相当的规模，公司有资源在未来继续进行收购，收购成为公司未来战略的重要组成部分是有意义的。收购总是带有一些整合风险，但如果管理层采取明智和审慎的行动，该战略在财务和战略上都有意义。</p>\n<p><b>被低估的成长故事</b></p>\n<p>价值投资与增长投资一直是 2021 年的一个主要讨论话题。资金在一年中的不同风格中迅速轮换，投资者总是试图找出哪种风格——价值投资或增长投资——将在未来几个月内带来卓越的回报. 然而，从更广泛的角度来看，价值股和成长股之间的基本区别过于简单化和短视。</p>\n<p>持续增长可能是企业基本价值的巨大驱动力，因此即使估值比率与当前销售额和收益相比看起来很高，收入增长迅速且利润率诱人的公司也可能被严重低估。</p>\n<p>从现金流和 EBITDA 来看，预计 2021 年的收入将增长 32%，并且该股票的远期 EV/收入比率为 9.3，很难说 Etsy 的定价不合理，尤其是与市场上的其他成长型股票相比。从估值水平来看，市场似乎低估了 Etsy 及其长期潜力。</p>\n<p>Etsy 有一个明确的使命：保持商业人性化。该公司是自制工艺品和古董产品的顶级在线市场。消费者去 Etsy 寻找独特且差异化的产品，这与亚马逊的做法大不相同。</p>\n<p>如果您正在寻找大品牌的商品化产品、电子产品、包装食品或一双运动鞋，亚马逊在选择、价格和物流方面都是无与伦比的。Etsy 专注于手工制作的时装和配饰、珠宝、家居装饰和艺术。这是与亚马逊的一大区别。</p>\n<p>Etsy 不是在价格和便利性上竞争，而是在提供特殊的东西上竞争。Etsy 受益于双向网络效应产生的可持续竞争优势，这意味着买家和卖家相互吸引到平台上寻找更多更好的机会。</p>\n<p>从买家的角度来看，Etsy 允许消费者访问在其他任何地方都很难或不可能找到的各种小众商品。88% 的买家同意在 Etsy 上销售的商品仅限于他们的市场。除了独特产品的可用性之外，购买者会感到满意，因为他们知道他们正在购买直接支持小品牌企业家的产品。</p>\n<p>从卖家的角度来看，Etsy 创造了一个环境，使从爱好建立业务成为可能。Etsy 为卖家提供了与全球数百万潜在客户的直接联系以及市场基础设施和分销渠道，这使营销、销售和交付产品对企业家来说更加可行。</p>\n<p>供给创造需求，需求创造供给。熟悉 Etsy 的投资者可能知道四大支柱，但对于那些不熟悉 Etsy 的投资者来说，这是对 Etsy 所谓的增长战略四大支柱的介绍。这四种策略是：</p>\n<p>1.搜索与发现</p>\n<p>2.人际关系</p>\n<p>3.值得信赖的品牌</p>\n<p>4.卖家收藏的独特物品</p>\n<p><img src=\"https://static.tigerbbs.com/4bb29bc8ed076711d0ef50821de06546\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"></p>\n<p>在搜索和发现中，Etsy 有四个重点领域：</p>\n<p>Search &amp; Discovery 有四个组成部分，第一个是个性化，就是让用户觉得 Etsy Search 了解用户的品味和偏好。随着时间的推移，Etsy 越来越多地计划通过使用机器学习模型来做到这一点，以便每个 Etsy 搜索都真正为那个特定用户量身定制。</p>\n<p>买家途径是第二个组成部分，它是为了让用户更容易导航 Etsy 以找到他们想要的东西，无论是否有搜索查询。</p>\n<p>语义差距是第三个组成部分，与搜索引擎理解用户意图有关。</p>\n<p>基础设施是第四个组成部分，Etsy 的目标是使基础设施快速、可靠和可扩展。本季度进行的一些基础设施改进包括减少延迟，同时提高网站速度，从而提高点击率和转化率。Etsy 还扩展了长尾查询的搜索结果，从而带来更令人满意的购买体验。</p>\n<p><img src=\"https://static.tigerbbs.com/dddf006a1623f8f38c6ab38239f1ed18\" tg-width=\"640\" tg-height=\"351\" referrerpolicy=\"no-referrer\"></p>\n<p>第二个支柱是 Etsy 认为让他们的购物体验变得特别的东西，即可以通过视频和会议提供帮助的人际关系。</p>\n<p>Etsy 相信每个卖家和产品都有一个故事要讲，可以通过视频在视觉上栩栩如生。卖家现在已经向 Etsy 网站上传了大约 500 万个视频，环比增长了 36%。Etsy 的数据还显示，当列表中包含视频时，买家往往会更多地参与其中，点击甚至获得更多转化。Etsy 计划在未来将视频的使用扩展到列表页面之外。敬请关注。</p>\n<p>Etsy 还积极鼓励买家和卖家之间的对话，这对于 Etsy 市场来说是相当独特的。Convos 帮助买家和卖家共同创建、个性化或定制，有时甚至只是形成一个社区。这是称为社交商务的新趋势的一个例子，该趋势已在 Instagram、YouTube 和 Facebook 等社交网站中流行起来。Etsy 是为数不多的电子商务网站之一，通过将购物体验更多地融入社交网络，从而从另一面接近社交商务。</p>\n<p><img src=\"https://static.tigerbbs.com/64fdc48b14d40a52df7cc7b0bd6104b5\" tg-width=\"640\" tg-height=\"349\" referrerpolicy=\"no-referrer\"></p>\n<p>第三个支柱是信任，该领域包含四个组成部分。</p>\n<p>第一个是速度预期，它只是确保买家非常清楚预期的交货日期。</p>\n<p>其次是交付可预测性，这意味着提供从生产到交付的订单状态的透明度。</p>\n<p>第三是问题解决，这使得获得支持变得更加容易，并且知道 Etsy 客户服务在出现问题的情况下是最重要的。</p>\n<p>第四是卖家声誉，这让卖家可以更清楚地了解他们的表现与关键客户满意度指标的对比，并设定了良好外观的标准。Etsy 想打造一场卖家争先恐后的比赛，从而提升买家体验。</p>\n<p><img src=\"https://static.tigerbbs.com/f84059be56f705b800f6cd4f2ec2b73a\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"></p>\n<p>最后一个支柱，Etsy 认为是他们的基础，这是他们的卖家收集的独特物品。90% 的买家报告说，他们来到 Etsy 是为了购买在其他任何地方都找不到的商品。Etsy 最特别的部分之一是 Etsy 上的大多数东西都可以个性化和定制。Etsy 发现，买家在寻找定制或个性化商品时进行购买的可能性要高 20%。Etsy 今年的重点是突出和展示可以个性化和定制的项目，并简化买卖双方之间的共同创造过程。</p>\n<p><b>ETSY长期具有投资价值吗？</b></p>\n<p>Etsy&nbsp;此前表示，预计 2021 年第二季度的收入同比“仅”增长 15% 至 25%，在去年实现三位数增长之后，一些投资者对这一速度感到失望。但Etsy 仍然有如此强劲的增长，因为它开始赶上大流行期间的在线销售增长。</p>\n<p>收购Depop 和 Elo7 则建立在这一增长轨迹上（因为这两项收购都是在 2021 年第一季度更新之后进行的），分析师预计 Etsy 的收入将在 2021 年增长 32%，每股收益 (EPS) 预计将同比增长 14%，预期盈利增长较低的原因之一是预计近期ETSY进行品牌营销的费用会增加。大流行使 Etsy 很容易赢得新客户，但随着客户返回店内购物，Etsy 将需要在广告上花费额外的费用才能在短期内保持增长。</p>\n<p>展望未来，分析师预计营业利润率的改善将加速利润增长。预计 2022 年和 2023 年每股盈利增长将加速至 21.6% 和 33.2%。虽然品牌营销的增加可能在短期内对利润率造成压力，但 Etsy 是一个轻资本业务，这为业务的扩展和提高盈利能力铺平了道路，并最终长期吸引更多买家。</p>\n<p>去年，Etsy 产生了 7.87 亿美元的自由现金流。这使得该股票的价格与自由现金流之比为 35。但分析师一致估计，Etsy 的每股自由现金流将从 2021 年的 4.97 美元增加到 2023 年的 8.25 美元。</p>\n<p>如果该股票在两年内仍以 35 倍的自由现金流交易，股价可能会达到 288 美元，比当前价格水平高出 47%。如果投资者认为 Etsy 的增长值更高的倍数，他们可能会考虑翻倍。</p>\n<p>从长远来看，尽管ETSY有一堆令人印象深刻的指标，但 Etsy 只是触及了其潜力的皮毛。事实上，管理层预计到 2023 年其总目标市场 (TAM) 将达到 4370 亿美元，如果将相关零售类别的线下销售额也包括在内，这个数字将扩大到 2 万亿美元。</p>\n<p>换句话说，随着电子商务的发展，Etsy 的 TAM 应该会继续增长。此外，管理层的估计将进军全球重要六个市场，这意味着地域扩张可能会推动 Etsy 的 TAM 更高。为此，该公司最近进入了全球增长最快的电子商务市场印度。</p>\n<p>这是未来的大局，Etsy 的销售额不到其目标市场的 1%。如果该公司能够通过吸引新的买家和卖家来继续扩大规模，我们认为 Etsy 可以从目前的 240 亿美元市值，再增长十倍。</p>","source":"mgyjs","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>最被低估的电商黑马，分析师：ETSY有翻倍增长空间</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\">\n最被低估的电商黑马，分析师：ETSY有翻倍增长空间\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 19:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/rzR8JIwN2AQ_i0rVDqcehA><strong>美股研究社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Oppenheimer 分析师 Jason Helfstein 在近期的报告中，将 Etsy 的目标价格从 200 美元上调至 225 美元，并维持对ETSY跑赢大盘的评级，因为第三方数据表明，即使在困难的第二季度竞争中，强劲的转换趋势和买家保留率仍然很健康。\n分析师指出，根据 SimilarWeb，Etsy.com 对支付网站的出站访问与市场收入的增长有很强的相关性，并补充说第二季度对支付网站的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/rzR8JIwN2AQ_i0rVDqcehA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/841a20f03015256799aafd2589323f40","relate_stocks":{"ETSY":"Etsy, Inc."},"source_url":"https://mp.weixin.qq.com/s/rzR8JIwN2AQ_i0rVDqcehA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123957334","content_text":"Oppenheimer 分析师 Jason Helfstein 在近期的报告中，将 Etsy 的目标价格从 200 美元上调至 225 美元，并维持对ETSY跑赢大盘的评级，因为第三方数据表明，即使在困难的第二季度竞争中，强劲的转换趋势和买家保留率仍然很健康。\n分析师指出，根据 SimilarWeb，Etsy.com 对支付网站的出站访问与市场收入的增长有很强的相关性，并补充说第二季度对支付网站的出站访问同比增长了 27%，而网站访问量同比增长了 21%。高流量数据使 Helfstein 相信第二季度的结果应该达到或略超过收入指导的高端。\nHelfstein 在一份报告中还预测ETSY二季度的营收为5.4亿美元，年增长率为26%，而华尔街的年增长率为22%。他还预计商品销售总额为30.8亿美元，调整后每股收益为0.53美元。与此同时，Etsy在6月初收购了总部位于英国的DePOP，这也推动该公司在英国、德国和法国对谷歌搜索的兴趣增加了15%，Helfstein说，“这对该公司的长期国际雄心来说应该是个好兆头。”\n无独有偶，Needham 分析师 Anna Andreeva 也买入评级和 250 美元的目标价启动了对 Etsy 的报道。Andreeva认为 Etsy 是她报道中最好的增长点之一，长期商品销售总额增长超过 20%，并且有机会在 2020 年保持增加到平台的新用户数量创历史新高。此外， Andreeva 在一份研究报告中告诉投资者，最近对 Depop 和 Elo7 的收购将扩大公司的总目标市场，包括新的有吸引力类别。\n以下是报告的详细内容：\n一季度的强劲增长\nETSY 2021 年第一季度的数字非常强劲，收入增长了 141%，调整后 EBITDA 利润率达到了收入的 33%。\n\nEtsy 在本季度增加了 1600 万新买家或重新激活的买家，期末活跃买家总数为 8970 万，同比增长 90.5%。\n\n习惯性买家是指每年在 Etsy 上购买至少 6 次或每年在该平台上花费超过 200 美元的买家。这是该公司最有价值的群体，它实现了 205% 的同比增长，这是 Etsy 在这个关键群体中创纪录的增长率。\n\n非口罩 GMS——商品销售总额——上季度增长了 138%，口罩目前占 GMS 的 2.5%，而 2020 年第二季度为 14.1%。口罩为 2020 年的业务提供了巨大的推动，但 Etsy 的成功远不止现在的口罩这些。\n\n在最近几个季度加速收入增长的背景下，管理层进行了一系列投资以改善用户体验并推动持续增长。Etsy 现在拥有更好的可以个性化的搜索引擎，以便为每个买家的特定需求和品味提供卓越的搜索结果。\n卖家可以上传视频，不仅可以展示产品，还可以展示生产过程，鼓励买家和卖家之间进行更多的对话，以推动进一步的个性化。看看每个活跃买家的 GMS 持续增长，这种策略似乎运作良好并推动加速参与。\n\n国际 GMS 在本季度环比增长 200 个基点，占整体 GMS 的 42%。国际 GMS 的增长速度快于整体 GMS 增长，加速至 169%，证明国际业务在未来几年可能成为业务的强大增长动力。\n改变基本面的重磅收购\n今年6月， Etsy宣布将以近16.3亿美元的价格收购英国时尚购物平台Depop，该交易预计于今年第三季度完成。当 Etsy 收购 Depop 的消息首次投放市场时，该消息受到了积极的响应，股价较开盘价上涨 6.5%。\n此次收购使 Etsy 进入了两个令人兴奋的新领域，因为 Depop 是Z 世代购物者和二手销售市场的一个游戏。截至目前，ETSY继续将 Depop 作为自己的独立市场运营。\n人们可以将 Depop 视为一个在线的国际跳蚤市场，进行二手服装销售。Depop 的方法也可以称为社交商务，即 Depop 鼓励卖家在 TikTok、Instagram 和 YouTube 等平台上建立自己的品牌。\nDepop 的方法吸引了 Z 世代，因为 Depop 是美国 Z 世代消费者访问量排名第 10 的购物网站。90% 的 Depop 用户都在 26 岁以下，这对零售商来说是一个有吸引力的买家群体。\n随着 Depop 的收购，Etsy 似乎正在演变成多个电子商务品牌的家，迎合不同的受众。收购 Depop 是在 2019 年收购 Reverb 的基础上进行的。Reverb 是新旧乐器和设备的市场。Etsy 主要销售自制商品和工艺品。Depop 主要销售服装，越来越多的时尚品牌被使用Depop 等转售平台的概念所吸引。我们认为这对 Etsy 来说是一次非常重要的收购，因为它使 Etsy 能够吸引年轻的购物者加入他们的购物平台家族。\nEtsy 最近公布了他们以 16.25 亿美元收购Depop 的细节。Etsy 主要由现金收购，这证明其流动性充足，现金和现金等价物为 16.7 亿美元。去年 GMS 的收入约为 3.5 亿美元，收入约为 7000 万美元。\n根据 16.25 亿美元的收购价，Etsy 以 23.2 倍的企业价值/销售额“EV/S”（在过去 12 个月“TTM”的基础上）收购了 Depop。鉴于 Etsy 目前的 NTM EV/S 为 8.8 倍，这笔交易有点贵，但我相信他们的增长和协同潜力超过了支付的任何溢价。\n虽然 Depop 增加了额外的 GMS ，并增加了 Etsy 的收入，但服装 TAM（特别是服装转售）为 Etsy 创造了一条巨大的跑道。随着这一细分市场的受欢迎程度不断提高（ Depop过去 3 年近 80%的有机收入复合年增长率显示），到 2024 年，仅在美国，二手零售市场预计将达到 640 亿美元：\n\nDepop 还通过多样化其消费者群体为 Etsy 提供价值。由于 Etsy 和 Reverb 的核心人口统计数据分别是千禧一代/X 世代女性和男性，Depop 为 Z 世代和国际增加了一个关键层，因为英国和澳大利亚是其两个核心地理区域。\n\nEtsy 和 Depop 之间可能产生的协同效应让我们对 Etsy 为收购支付的价格感到满意。我们相信 Etsy 将提供服务资源来大幅提高 Depop 的接受率，这是未来增长的关键。此次收购还希望带来更好的搜索和发现，以及主导全球利基电子商务市场的共同使命和目标，预计在今年第三季度完成收购后，Etsy 将在三个关键领域开展业务：\n\n值得一提的是，ETSY并未就此停下脚步。今年7月， Etsy 宣布将以2.17亿美元的价格收购巴西电商平台 Elo7，这是 Etsy 首次将业务拓展至拉美市场。报道称，Elo7 是巴西最大电商平台之一，拥有5.6万活跃商家及近200万买家。\n本次收购计划在今年第三季度完成，收购完成后 Elo7 依旧会作为独立平台，由现有管理层进行运营管理。收购完成后，Etsy 旗下将拥有四个独立品牌——Etsy、Elo7、音乐软件 Reverb、二手服装交易平台 Depop。\nEtsy 首席执行官 Josh Silverman 在新闻公告中表示：“Elo7 是‘巴西版 Etsy’，其目标和商业模式与 Etsy 类似，是巴西最受欢迎的电商平台之一，《2021年4月巴西电子商务报告》显示，Elo7 在巴西电商市场中排名第六。Etsy 目前在拉美还没有成型的客户群体，这笔交易将为 Etsy 在拉丁美洲市场建立一个立足点。”\nEtsy 对 Elo7 的收购可以说带着些许“合并同类项”的意味，Elo7 首席执行官 Carlos Curioni 表示：“Etsy 一直是 Elo7 发展的灵感和参考，我们很高兴能作为 Etsy 的一部分继续我们的增长之旅，Etsy 与 Elo7 的使命和文化非常接近。我们期待借助 Etsy 的产品和营销专业知识，充分激发 Elo7 在市场拓展、平台运营和团队管理上的潜力。”\n在全球电商纷纷寻找市场增量的情况下，拉美逐渐成为了各大平台盯上的“潜力股”。从市场选择上来看，巴西对于 Etsy 来说是进驻拉美的一个不错起点。从潜力上来看，巴西人口约2.12亿，平均年龄32岁，互联网渗透率约为58.3%。消费水平相对来说也不低，2020年人均 GDP 为6450美元，超过83%的消费者通过网络进行购物。\n目前，巴西作为目前全球第九大电商零售市场，也是拉美最大的零售电商市场，逐渐成为了全球电商的新舞台，各路玩家“粉墨登场”。\n虽然对 Depop 和 Elo7 的收购不会在短期内起到推动作用，但这些市场可能会显着改善 Etsy 已经具有吸引力的长期增长前景。Depop 将 Etsy 的影响力扩展到快速增长的二手市场，该市场深受 Z 世代和千禧一代的欢迎。Elo7 为 Etsy 提供了在全球增长最快的电子商务市场之一的增长路径。\n现在 Etsy 已经达到相当的规模，公司有资源在未来继续进行收购，收购成为公司未来战略的重要组成部分是有意义的。收购总是带有一些整合风险，但如果管理层采取明智和审慎的行动，该战略在财务和战略上都有意义。\n被低估的成长故事\n价值投资与增长投资一直是 2021 年的一个主要讨论话题。资金在一年中的不同风格中迅速轮换，投资者总是试图找出哪种风格——价值投资或增长投资——将在未来几个月内带来卓越的回报. 然而，从更广泛的角度来看，价值股和成长股之间的基本区别过于简单化和短视。\n持续增长可能是企业基本价值的巨大驱动力，因此即使估值比率与当前销售额和收益相比看起来很高，收入增长迅速且利润率诱人的公司也可能被严重低估。\n从现金流和 EBITDA 来看，预计 2021 年的收入将增长 32%，并且该股票的远期 EV/收入比率为 9.3，很难说 Etsy 的定价不合理，尤其是与市场上的其他成长型股票相比。从估值水平来看，市场似乎低估了 Etsy 及其长期潜力。\nEtsy 有一个明确的使命：保持商业人性化。该公司是自制工艺品和古董产品的顶级在线市场。消费者去 Etsy 寻找独特且差异化的产品，这与亚马逊的做法大不相同。\n如果您正在寻找大品牌的商品化产品、电子产品、包装食品或一双运动鞋，亚马逊在选择、价格和物流方面都是无与伦比的。Etsy 专注于手工制作的时装和配饰、珠宝、家居装饰和艺术。这是与亚马逊的一大区别。\nEtsy 不是在价格和便利性上竞争，而是在提供特殊的东西上竞争。Etsy 受益于双向网络效应产生的可持续竞争优势，这意味着买家和卖家相互吸引到平台上寻找更多更好的机会。\n从买家的角度来看，Etsy 允许消费者访问在其他任何地方都很难或不可能找到的各种小众商品。88% 的买家同意在 Etsy 上销售的商品仅限于他们的市场。除了独特产品的可用性之外，购买者会感到满意，因为他们知道他们正在购买直接支持小品牌企业家的产品。\n从卖家的角度来看，Etsy 创造了一个环境，使从爱好建立业务成为可能。Etsy 为卖家提供了与全球数百万潜在客户的直接联系以及市场基础设施和分销渠道，这使营销、销售和交付产品对企业家来说更加可行。\n供给创造需求，需求创造供给。熟悉 Etsy 的投资者可能知道四大支柱，但对于那些不熟悉 Etsy 的投资者来说，这是对 Etsy 所谓的增长战略四大支柱的介绍。这四种策略是：\n1.搜索与发现\n2.人际关系\n3.值得信赖的品牌\n4.卖家收藏的独特物品\n\n在搜索和发现中，Etsy 有四个重点领域：\nSearch & Discovery 有四个组成部分，第一个是个性化，就是让用户觉得 Etsy Search 了解用户的品味和偏好。随着时间的推移，Etsy 越来越多地计划通过使用机器学习模型来做到这一点，以便每个 Etsy 搜索都真正为那个特定用户量身定制。\n买家途径是第二个组成部分，它是为了让用户更容易导航 Etsy 以找到他们想要的东西，无论是否有搜索查询。\n语义差距是第三个组成部分，与搜索引擎理解用户意图有关。\n基础设施是第四个组成部分，Etsy 的目标是使基础设施快速、可靠和可扩展。本季度进行的一些基础设施改进包括减少延迟，同时提高网站速度，从而提高点击率和转化率。Etsy 还扩展了长尾查询的搜索结果，从而带来更令人满意的购买体验。\n\n第二个支柱是 Etsy 认为让他们的购物体验变得特别的东西，即可以通过视频和会议提供帮助的人际关系。\nEtsy 相信每个卖家和产品都有一个故事要讲，可以通过视频在视觉上栩栩如生。卖家现在已经向 Etsy 网站上传了大约 500 万个视频，环比增长了 36%。Etsy 的数据还显示，当列表中包含视频时，买家往往会更多地参与其中，点击甚至获得更多转化。Etsy 计划在未来将视频的使用扩展到列表页面之外。敬请关注。\nEtsy 还积极鼓励买家和卖家之间的对话，这对于 Etsy 市场来说是相当独特的。Convos 帮助买家和卖家共同创建、个性化或定制，有时甚至只是形成一个社区。这是称为社交商务的新趋势的一个例子，该趋势已在 Instagram、YouTube 和 Facebook 等社交网站中流行起来。Etsy 是为数不多的电子商务网站之一，通过将购物体验更多地融入社交网络，从而从另一面接近社交商务。\n\n第三个支柱是信任，该领域包含四个组成部分。\n第一个是速度预期，它只是确保买家非常清楚预期的交货日期。\n其次是交付可预测性，这意味着提供从生产到交付的订单状态的透明度。\n第三是问题解决，这使得获得支持变得更加容易，并且知道 Etsy 客户服务在出现问题的情况下是最重要的。\n第四是卖家声誉，这让卖家可以更清楚地了解他们的表现与关键客户满意度指标的对比，并设定了良好外观的标准。Etsy 想打造一场卖家争先恐后的比赛，从而提升买家体验。\n\n最后一个支柱，Etsy 认为是他们的基础，这是他们的卖家收集的独特物品。90% 的买家报告说，他们来到 Etsy 是为了购买在其他任何地方都找不到的商品。Etsy 最特别的部分之一是 Etsy 上的大多数东西都可以个性化和定制。Etsy 发现，买家在寻找定制或个性化商品时进行购买的可能性要高 20%。Etsy 今年的重点是突出和展示可以个性化和定制的项目，并简化买卖双方之间的共同创造过程。\nETSY长期具有投资价值吗？\nEtsy 此前表示，预计 2021 年第二季度的收入同比“仅”增长 15% 至 25%，在去年实现三位数增长之后，一些投资者对这一速度感到失望。但Etsy 仍然有如此强劲的增长，因为它开始赶上大流行期间的在线销售增长。\n收购Depop 和 Elo7 则建立在这一增长轨迹上（因为这两项收购都是在 2021 年第一季度更新之后进行的），分析师预计 Etsy 的收入将在 2021 年增长 32%，每股收益 (EPS) 预计将同比增长 14%，预期盈利增长较低的原因之一是预计近期ETSY进行品牌营销的费用会增加。大流行使 Etsy 很容易赢得新客户，但随着客户返回店内购物，Etsy 将需要在广告上花费额外的费用才能在短期内保持增长。\n展望未来，分析师预计营业利润率的改善将加速利润增长。预计 2022 年和 2023 年每股盈利增长将加速至 21.6% 和 33.2%。虽然品牌营销的增加可能在短期内对利润率造成压力，但 Etsy 是一个轻资本业务，这为业务的扩展和提高盈利能力铺平了道路，并最终长期吸引更多买家。\n去年，Etsy 产生了 7.87 亿美元的自由现金流。这使得该股票的价格与自由现金流之比为 35。但分析师一致估计，Etsy 的每股自由现金流将从 2021 年的 4.97 美元增加到 2023 年的 8.25 美元。\n如果该股票在两年内仍以 35 倍的自由现金流交易，股价可能会达到 288 美元，比当前价格水平高出 47%。如果投资者认为 Etsy 的增长值更高的倍数，他们可能会考虑翻倍。\n从长远来看，尽管ETSY有一堆令人印象深刻的指标，但 Etsy 只是触及了其潜力的皮毛。事实上，管理层预计到 2023 年其总目标市场 (TAM) 将达到 4370 亿美元，如果将相关零售类别的线下销售额也包括在内，这个数字将扩大到 2 万亿美元。\n换句话说，随着电子商务的发展，Etsy 的 TAM 应该会继续增长。此外，管理层的估计将进军全球重要六个市场，这意味着地域扩张可能会推动 Etsy 的 TAM 更高。为此，该公司最近进入了全球增长最快的电子商务市场印度。\n这是未来的大局，Etsy 的销售额不到其目标市场的 1%。如果该公司能够通过吸引新的买家和卖家来继续扩大规模，我们认为 Etsy 可以从目前的 240 亿美元市值，再增长十倍。","news_type":1},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144518003,"gmtCreate":1626305823602,"gmtModify":1703757389724,"author":{"id":"3552651284642674","authorId":"3552651284642674","name":"EddieLow","avatar":"https://static.tigerbbs.com/7e28307ea3b14c4f0f39dccf293242d2","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3552651284642674","authorIdStr":"3552651284642674"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144518003","repostId":"2151511742","repostType":4,"repost":{"id":"2151511742","pubTimestamp":1626273638,"share":"https://ttm.financial/m/news/2151511742?lang=&edition=fundamental","pubTime":"2021-07-14 22:40","market":"hk","language":"zh","title":"美国通胀爆表了，可罪魁祸首为什么是汽车？","url":"https://stock-news.laohu8.com/highlight/detail?id=2151511742","media":"华尔街见闻","summary":"近几个月来，二手车价格飙升一直是美国CPI上涨的重要推动因素。“缺芯”导致的新车供应短缺则是二手车市场火爆的主要原因。","content":"<p>二手车价格大涨对美国CPI的影响不容忽视。</p>\n<p>数据显示，美国二手车和卡车指数6月份上涨10.5%，连续第三个月大幅上涨，创该指数有史以来最大的月度增长。<b>二手车对6月CPI上涨的贡献高达三分之一。</b><img src=\"https://static.tigerbbs.com/1918ec990fafe706235a7685e643db21\" tg-width=\"500\" tg-height=\"279\" referrerpolicy=\"no-referrer\">近几个月来，二手车价格飙升一直是美国CPI上涨的重要推动因素。“缺芯”导致的新车供应短缺则是二手车市场火爆的主要原因。</p>\n<p>目前一辆汽车大约需要1400个不同的计算机芯片，相关芯片的交货期可能长达180天。每个芯片都必须经过严格的质量控制流程，以确保它至少可以工作20年。</p>\n<p>受疫情冲击，全球芯片供应陷入混乱。疫情初期的订单削减以及原本用于汽车芯片生产的产能调配，导致整个汽车行业陷入严重的“缺芯”状态。</p>\n<p>大众汽车此前警告称，影响汽车生产的全球半导体短缺将在未来六个月进一步恶化。这标志着行业预期的巨大转变。汽车制造商们此前乐观预计汽车行业的芯片危机将在第二季度触底，并将在未来六个月逐步好转。</p>\n<p>咨询公司AlixPartners警告称，芯片短缺或导致全球汽车产业损失1100亿美元，这较其今年1月预测的610亿美元损失金额增加81.5%。产量方面，AlixPartners预测今年全球汽车产量将下降390万辆，这较其今年1月预测的220万辆增加77%。</p>\n<p>Manheim数据显示，美国6月二手车批发价格环比下跌1.3%，为去年12月以来的首次环比下降。市场分析认为，<b>这暗示美国二手车价格或许已经见顶。</b></p>\n<p><img src=\"https://static.tigerbbs.com/946e799fe128e5c6e3918d3069a08b9a\" tg-width=\"806\" tg-height=\"449\" referrerpolicy=\"no-referrer\"></p>\n<p>但美国通胀可能还未见顶。如果供需缺口不能修复至疫情前水平，大幅度偏离政策目标的通胀值或至少持续到明年一季度。</p>","source":"wallstreetcn_api","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>美国通胀爆表了，可罪魁祸首为什么是汽车？</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美国通胀爆表了，可罪魁祸首为什么是汽车？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-14 22:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3635413><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>二手车价格大涨对美国CPI的影响不容忽视。\n数据显示，美国二手车和卡车指数6月份上涨10.5%，连续第三个月大幅上涨，创该指数有史以来最大的月度增长。二手车对6月CPI上涨的贡献高达三分之一。近几个月来，二手车价格飙升一直是美国CPI上涨的重要推动因素。“缺芯”导致的新车供应短缺则是二手车市场火爆的主要原因。\n目前一辆汽车大约需要1400个不同的计算机芯片，相关芯片的交货期可能长达180天。每个...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3635413\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5c8954665756ab7e669863bbe8f57ce0","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://wallstreetcn.com/articles/3635413","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151511742","content_text":"二手车价格大涨对美国CPI的影响不容忽视。\n数据显示，美国二手车和卡车指数6月份上涨10.5%，连续第三个月大幅上涨，创该指数有史以来最大的月度增长。二手车对6月CPI上涨的贡献高达三分之一。近几个月来，二手车价格飙升一直是美国CPI上涨的重要推动因素。“缺芯”导致的新车供应短缺则是二手车市场火爆的主要原因。\n目前一辆汽车大约需要1400个不同的计算机芯片，相关芯片的交货期可能长达180天。每个芯片都必须经过严格的质量控制流程，以确保它至少可以工作20年。\n受疫情冲击，全球芯片供应陷入混乱。疫情初期的订单削减以及原本用于汽车芯片生产的产能调配，导致整个汽车行业陷入严重的“缺芯”状态。\n大众汽车此前警告称，影响汽车生产的全球半导体短缺将在未来六个月进一步恶化。这标志着行业预期的巨大转变。汽车制造商们此前乐观预计汽车行业的芯片危机将在第二季度触底，并将在未来六个月逐步好转。\n咨询公司AlixPartners警告称，芯片短缺或导致全球汽车产业损失1100亿美元，这较其今年1月预测的610亿美元损失金额增加81.5%。产量方面，AlixPartners预测今年全球汽车产量将下降390万辆，这较其今年1月预测的220万辆增加77%。\nManheim数据显示，美国6月二手车批发价格环比下跌1.3%，为去年12月以来的首次环比下降。市场分析认为，这暗示美国二手车价格或许已经见顶。\n\n但美国通胀可能还未见顶。如果供需缺口不能修复至疫情前水平，大幅度偏离政策目标的通胀值或至少持续到明年一季度。","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098561738,"gmtCreate":1644190551374,"gmtModify":1676533896879,"author":{"id":"3552651284642674","authorId":"3552651284642674","name":"EddieLow","avatar":"https://static.tigerbbs.com/7e28307ea3b14c4f0f39dccf293242d2","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3552651284642674","authorIdStr":"3552651284642674"},"themes":[],"htmlText":"Sea 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d2488184ce4815610e2426c10250da75","relate_stocks":{"601633":"长城汽车","02333":"长城汽车"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021072307494279d6abf3&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2153605382","content_text":"云财经讯，摩根士丹利将长城汽车H股评级上调至超配，目标价45港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944053871,"gmtCreate":1681640400494,"gmtModify":1681640404793,"author":{"id":"3552651284642674","authorId":"3552651284642674","name":"EddieLow","avatar":"https://static.tigerbbs.com/7e28307ea3b14c4f0f39dccf293242d2","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3552651284642674","authorIdStr":"3552651284642674"},"themes":[],"htmlText":"Go 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Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942890176,"gmtCreate":1681173143195,"gmtModify":1681173147047,"author":{"id":"3552651284642674","authorId":"3552651284642674","name":"EddieLow","avatar":"https://static.tigerbbs.com/7e28307ea3b14c4f0f39dccf293242d2","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3552651284642674","authorIdStr":"3552651284642674"},"themes":[],"htmlText":"👍👍👍👍👍","listText":"👍👍👍👍👍","text":"👍👍👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942890176","isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9057463217,"gmtCreate":1655548573039,"gmtModify":1676535660874,"author":{"id":"3552651284642674","authorId":"3552651284642674","name":"EddieLow","avatar":"https://static.tigerbbs.com/7e28307ea3b14c4f0f39dccf293242d2","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3552651284642674","authorIdStr":"3552651284642674"},"themes":[],"htmlText":"PFE 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10:41","market":"us","language":"zh","title":"提醒：因美国联邦假日六月节，6月20日美股休市一日","url":"https://stock-news.laohu8.com/highlight/detail?id=1130766759","media":"老虎资讯综合","summary":"这一节日是美国自1983年的“马丁·路德·金日”以来新增的第一个全国法定节日。","content":"<html><head></head><body><p>尊敬的投资者：</p><p><b>美股将于6月20日（星期一）休市</b>，因为6月19日（星期日）是美国的联邦假日（六月节）。值得一提的是，这一节日相当“年轻”，去年才被合法化，是美国自1983年的“马丁·路德·金日”以来<b>新增的第一个全国法定节日。</b></p><p><img src=\"https://static.tigerbbs.com/f29a163308823ba7a1941858fd5eec00\" tg-width=\"800\" tg-height=\"750\" referrerpolicy=\"no-referrer\"/></p><p>预祝投资顺利</p><p>老虎证券</p><p><b>休市安排</b></p><p><b>美股</b></p><p>6月20日（周一）休市，6月21日（周二）起照常开市。</p><p><b>港股、A股、新加坡股市、澳大利亚市场</b></p><p>照常交易。</p><p><b>背景介绍</b></p><p>2021年6月17日，美国总统拜登签署法令，将每年的6月19日定为全国法定节假日以纪念美国奴隶制的终结，节日名称为“Juneteenth”，该名称取自June（六月）和Nineteenth（十九）的组合。中国官方称这一节日为“六月节”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10ea0fb2e3d74348973bae50742d5fef\" tg-width=\"500\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/><span>拜登与“六月节祖母”Opal Lee</span></p><p>或许正是因为六月节非常“年轻”，去年的这个时候，美国SEC（证券交易委员会）还因为这个节日和美股市场产生了“分歧”：<b>SEC放假，而纽交所和纳斯达克交易所却照常开市。</b>SEC表示：“交易所自行决定联邦假期的运营状态，我们对各主要市场在正常时间内运营表示理解。”纽交所当时回应称，将评估2022年的六月节是否停业过节。</p><p>目前看来这样的“分歧”今年不会重演了。</p><p><img src=\"https://static.tigerbbs.com/9a9fb37a410b40a0a3403a1cc8cb8e6d\" tg-width=\"1080\" tg-height=\"768\" 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>提醒：因美国联邦假日六月节，6月20日美股休市一日</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; 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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提醒：因美国联邦假日六月节，6月20日美股休市一日\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\">2022-06-15 10:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>尊敬的投资者：</p><p><b>美股将于6月20日（星期一）休市</b>，因为6月19日（星期日）是美国的联邦假日（六月节）。值得一提的是，这一节日相当“年轻”，去年才被合法化，是美国自1983年的“马丁·路德·金日”以来<b>新增的第一个全国法定节日。</b></p><p><img src=\"https://static.tigerbbs.com/f29a163308823ba7a1941858fd5eec00\" tg-width=\"800\" tg-height=\"750\" referrerpolicy=\"no-referrer\"/></p><p>预祝投资顺利</p><p>老虎证券</p><p><b>休市安排</b></p><p><b>美股</b></p><p>6月20日（周一）休市，6月21日（周二）起照常开市。</p><p><b>港股、A股、新加坡股市、澳大利亚市场</b></p><p>照常交易。</p><p><b>背景介绍</b></p><p>2021年6月17日，美国总统拜登签署法令，将每年的6月19日定为全国法定节假日以纪念美国奴隶制的终结，节日名称为“Juneteenth”，该名称取自June（六月）和Nineteenth（十九）的组合。中国官方称这一节日为“六月节”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10ea0fb2e3d74348973bae50742d5fef\" tg-width=\"500\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/><span>拜登与“六月节祖母”Opal Lee</span></p><p>或许正是因为六月节非常“年轻”，去年的这个时候，美国SEC（证券交易委员会）还因为这个节日和美股市场产生了“分歧”：<b>SEC放假，而纽交所和纳斯达克交易所却照常开市。</b>SEC表示：“交易所自行决定联邦假期的运营状态，我们对各主要市场在正常时间内运营表示理解。”纽交所当时回应称，将评估2022年的六月节是否停业过节。</p><p>目前看来这样的“分歧”今年不会重演了。</p><p><img src=\"https://static.tigerbbs.com/9a9fb37a410b40a0a3403a1cc8cb8e6d\" tg-width=\"1080\" tg-height=\"768\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3beebfa3e0137570abe14d50f470080d","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130766759","content_text":"尊敬的投资者：美股将于6月20日（星期一）休市，因为6月19日（星期日）是美国的联邦假日（六月节）。值得一提的是，这一节日相当“年轻”，去年才被合法化，是美国自1983年的“马丁·路德·金日”以来新增的第一个全国法定节日。预祝投资顺利老虎证券休市安排美股6月20日（周一）休市，6月21日（周二）起照常开市。港股、A股、新加坡股市、澳大利亚市场照常交易。背景介绍2021年6月17日，美国总统拜登签署法令，将每年的6月19日定为全国法定节假日以纪念美国奴隶制的终结，节日名称为“Juneteenth”，该名称取自June（六月）和Nineteenth（十九）的组合。中国官方称这一节日为“六月节”。拜登与“六月节祖母”Opal Lee或许正是因为六月节非常“年轻”，去年的这个时候，美国SEC（证券交易委员会）还因为这个节日和美股市场产生了“分歧”：SEC放假，而纽交所和纳斯达克交易所却照常开市。SEC表示：“交易所自行决定联邦假期的运营状态，我们对各主要市场在正常时间内运营表示理解。”纽交所当时回应称，将评估2022年的六月节是否停业过节。目前看来这样的“分歧”今年不会重演了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086931276,"gmtCreate":1650410411148,"gmtModify":1676534715356,"author":{"id":"3552651284642674","authorId":"3552651284642674","name":"EddieLow","avatar":"https://static.tigerbbs.com/7e28307ea3b14c4f0f39dccf293242d2","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3552651284642674","authorIdStr":"3552651284642674"},"themes":[],"htmlText":"PFE STAY CLAM&nbsp;","listText":"PFE STAY CLAM&nbsp;","text":"PFE STAY 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