胜利曙光 personal page - To The Moon

胜利曙光

胜利曙光

No personal profile

559Follow

30Followers

1Topic

0Badge

09-16 21:59

$Senseonics Holdings,Inc.(SENS)$

2021-03-31

Noted

Sorry, the original content has been removed

2021-04-21

OMG!

Last night and this morning: COVID-19 concerns resurfaced, with European and American stock markets closing lower across the board.

2021-05-16

Good

Sorry, the original content has been removed

04-18

$AMC院线(AMC)$ to the moon again[财迷]

2021-09-13

Nice

Sorry, the original content has been removed

2021-06-06

Nice

Nayuki's tea, the "first tea beverage stock," passed the hearing and earned 62.17 million yuan for the whole year.

2021-05-20

R.I.P

Beike: Founder and Chairman Zuo Hui passed away due to illness.

2021-05-13

Good

Alibaba's financial report: First quarterly loss, record full-year GMV

2021-03-15

Noted thanks

Starting March 14, US stocks will enter daylight saving time, with both opening and closing trading one hour earlier.

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3567570068519334","uuid":"3567570068519334","gmtCreate":1604476045546,"gmtModify":1611569192515,"name":"胜利曙光","pinyin":"slsgshenglishuguang","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/ef4fea1c9347fef2d43cbf3fa476b33e","hat":"https://static.tigerbbs.com/7b75ce0c34afff716602792a5d0929dd","hatId":"shopping-c3edc01e31206bedfff9b5eecea7bb42","hatName":"2023新年头像框","vip":1,"status":2,"fanSize":30,"headSize":559,"tweetSize":159,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-4","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Tiger Star","description":"Join the tiger community for 2000 days","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"44212b71d0be4ec88898348dbe882e03-1","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Boss Tiger","description":"The transaction amount of the securities account reaches $100,000","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"60.19%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.78%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":13,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":608472031421136,"gmtCreate":1789567151434,"gmtModify":1789567153552,"author":{"id":"3567570068519334","authorId":"3567570068519334","name":"胜利曙光","avatar":"https://static.tigerbbs.com/ef4fea1c9347fef2d43cbf3fa476b33e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567570068519334","authorIdStr":"3567570068519334"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SENS\">$Senseonics Holdings,Inc.(SENS)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SENS\">$Senseonics Holdings,Inc.(SENS)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Senseonics Holdings,Inc.(SENS)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/608472031421136","isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":558853770843064,"gmtCreate":1777470622141,"gmtModify":1777470625271,"author":{"id":"3567570068519334","authorId":"3567570068519334","name":"胜利曙光","avatar":"https://static.tigerbbs.com/ef4fea1c9347fef2d43cbf3fa476b33e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567570068519334","authorIdStr":"3567570068519334"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/CLOV\">$Clover Health Corp(CLOV)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/CLOV\">$Clover Health Corp(CLOV)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","text":"$Clover Health Corp(CLOV)$ [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/558853770843064","isVote":1,"tweetType":1,"viewCount":1880,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":555070417470072,"gmtCreate":1776526133743,"gmtModify":1776526137967,"author":{"id":"3567570068519334","authorId":"3567570068519334","name":"胜利曙光","avatar":"https://static.tigerbbs.com/ef4fea1c9347fef2d43cbf3fa476b33e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567570068519334","authorIdStr":"3567570068519334"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC院线(AMC)$&nbsp;</a><v-v data-views=\"1\"></v-v> to the moon again[财迷]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC院线(AMC)$&nbsp;</a><v-v data-views=\"1\"></v-v> to the moon again[财迷]&nbsp;&nbsp;","text":"$AMC院线(AMC)$ to the moon again[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/555070417470072","isVote":1,"tweetType":1,"viewCount":1694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":437030250635568,"gmtCreate":1747749428435,"gmtModify":1747749431178,"author":{"id":"3567570068519334","authorId":"3567570068519334","name":"胜利曙光","avatar":"https://static.tigerbbs.com/ef4fea1c9347fef2d43cbf3fa476b33e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567570068519334","authorIdStr":"3567570068519334"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/KOSS\">$高斯电子(KOSS)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/KOSS\">$高斯电子(KOSS)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","text":"$高斯电子(KOSS)$ [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/437030250635568","isVote":1,"tweetType":1,"viewCount":3699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397516236984984,"gmtCreate":1738074897198,"gmtModify":1738074899659,"author":{"id":"3567570068519334","authorId":"3567570068519334","name":"胜利曙光","avatar":"https://static.tigerbbs.com/ef4fea1c9347fef2d43cbf3fa476b33e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567570068519334","authorIdStr":"3567570068519334"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SENS\">$Senseonics Holdings,Inc.(SENS)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SENS\">$Senseonics Holdings,Inc.(SENS)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Senseonics Holdings,Inc.(SENS)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397516236984984","isVote":1,"tweetType":1,"viewCount":4328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":396105342898360,"gmtCreate":1737730339648,"gmtModify":1737730341494,"author":{"id":"3567570068519334","authorId":"3567570068519334","name":"胜利曙光","avatar":"https://static.tigerbbs.com/ef4fea1c9347fef2d43cbf3fa476b33e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567570068519334","authorIdStr":"3567570068519334"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SENS\">$Senseonics Holdings,Inc.(SENS)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SENS\">$Senseonics Holdings,Inc.(SENS)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Senseonics Holdings,Inc.(SENS)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/396105342898360","isVote":1,"tweetType":1,"viewCount":4437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":391097822593496,"gmtCreate":1736520461908,"gmtModify":1736520464052,"author":{"id":"3567570068519334","authorId":"3567570068519334","name":"胜利曙光","avatar":"https://static.tigerbbs.com/ef4fea1c9347fef2d43cbf3fa476b33e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567570068519334","authorIdStr":"3567570068519334"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/BNGO\">$Bionano Genomics(BNGO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/BNGO\">$Bionano Genomics(BNGO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Bionano Genomics(BNGO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/391097822593496","isVote":1,"tweetType":1,"viewCount":4762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":381826004349088,"gmtCreate":1734250559437,"gmtModify":1734250564157,"author":{"id":"3567570068519334","authorId":"3567570068519334","name":"胜利曙光","avatar":"https://static.tigerbbs.com/ef4fea1c9347fef2d43cbf3fa476b33e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567570068519334","authorIdStr":"3567570068519334"},"themes":[],"title":"","htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[{"img":"https://community-static.tradeup.com/news/eb96076f576ceff7171f5d91aff5a67c","width":"1080","height":"1609"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/381826004349088","isVote":1,"tweetType":1,"viewCount":4011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":888771914,"gmtCreate":1631534302938,"gmtModify":1676530568047,"author":{"id":"3567570068519334","authorId":"3567570068519334","name":"胜利曙光","avatar":"https://static.tigerbbs.com/ef4fea1c9347fef2d43cbf3fa476b33e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567570068519334","authorIdStr":"3567570068519334"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/888771914","repostId":"1125752504","repostType":4,"isVote":1,"tweetType":1,"viewCount":4616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115657159,"gmtCreate":1622990389671,"gmtModify":1704194135717,"author":{"id":"3567570068519334","authorId":"3567570068519334","name":"胜利曙光","avatar":"https://static.tigerbbs.com/ef4fea1c9347fef2d43cbf3fa476b33e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567570068519334","authorIdStr":"3567570068519334"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/115657159","repostId":"1156877497","repostType":4,"repost":{"id":"1156877497","kind":"news","pubTimestamp":1622983934,"share":"https://ttm.financial/m/news/1156877497?lang=en_US&edition=fundamental","pubTime":"2021-06-06 20:52","market":"hk","language":"zh","title":"Nayuki's tea, the \"first tea beverage stock,\" passed the hearing and earned 62.17 million yuan for the whole year.","url":"https://stock-news.laohu8.com/highlight/detail?id=1156877497","media":"格隆汇","summary":"随着奈雪的茶（以下简称“奈雪”）通过港交所聆讯，“新茶饮第一股”的脚步越来越近。无论是资本圈，还是从业者，似乎都在期待着新茶饮赛道的这声“发令枪”打响。心照不宣的是：如果奈雪能够“一炮而红”，全球化高","content":"<p>With Nayuki Tea (hereinafter referred to as \"Nayuki\") passing the Hong Kong Stock Exchange hearing, the \"first new tea beverage stock\" is getting closer and closer.</p><p>Both the capital circle and industry practitioners seem to be eagerly awaiting the starting gun for the new tea beverage sector. The tacit understanding is that if Nayuki can become an overnight sensation, the incubation of global high-end tea beverage brands may accelerate, and a wave of new tea beverage launches will surely emerge.</p><p>Now, Nayuki is just one step away from going public. The market may soon find answers to many questions in the new tea beverage sector.</p><p>1<b>The \"loss mystery\" has been solved; still profitable despite the pandemic.</b></p><p>Why does Nayuki's IPO contain so many profound meanings, making it a good window for observing the industry?</p><p>The biggest question the market has always asked Nayuki is about profitability. With the disclosure of the prospectus after the hearing, its \"loss mystery\" finally received a clear and forceful response. The prospectus shows that<b>In accordance with IAS 17, Nayuki achieved an adjusted net profit of 62.17 million yuan for the full year of 2020.</b>This may mean that the market's perception of Nayuki's value, and even the industry ecosystem of new tea drinks, will be reshaped.</p><p>Over the past few years, Nayuki has maintained a relatively rapid expansion trend. According to the prospectus, as of the end of 2017, Nayukita had 44 stores. This figure was refreshed to 491 stores on December 31, 2020. Of these, 489 stores were located in 66 cities in mainland China, and two were located in Hong Kong and Japan. As of the Latest Practicable Date, the number of Nayuki stores had increased to 556. According to data from Frost & Sullivan, Nayuki's market share in China's high-end freshly made tea shop market reached 18.9% in 2020, based on total retail consumption.</p><p><b>Unlike many tea beverage brands that are open to franchising, all of Nayuki's stores are currently directly operated.</b>A purely direct-operation model also means high upfront investment, and the formation of underlying retail capabilities such as the supply chain usually requires \"long-termism\". Correspondingly, we also see that,<b>For Nayuki, material and labor costs have always been the main fixed expenses, rather than store rent as previously thought.</b>Among them, raw material costs accounted for the highest proportion for three consecutive years, from 2018 to 2020.<b>35.3%, 36.6%, and 37.9%, respectively, are nearly double the average proportion of raw materials in the coffee industry in 2020.</b></p><p>However, once the underlying capabilities are established, they can often empower the retail front end and rapidly amplify the company's competitiveness. During the same period, Nayuki's average sales per order remained around 43 yuan, higher than the industry average of 35 yuan. During the performance period,<b>The first break-even period for Nayuki stores is about 4 months, while the investment payback period for stores that opened in 2018 is only 10.6 months.</b>Market data shows that the cycle for Chinese restaurant brands to break even and achieve a return on cash investment for the first time is typically 3-6 months and 15-20 months, respectively. In comparison, Nayuki has a significant advantage.</p><p><img src=\"https://static.tigerbbs.com/4a4d8f37117cc89ba93a090ca0f187d3\" tg-width=\"933\" tg-height=\"536\" referrerpolicy=\"no-referrer\"></p><p>Reflected in financial performance,<b>From 2018 to 2020, Nayuki achieved revenues of RMB 1.087 billion, RMB 2.502 billion, and RMB 3.057 billion respectively, with a compound annual growth rate of 67.7%.</b>Subsequently, Nayuki's profitability continued to improve, achieving a turnaround from loss to profit. Nayuki's adjusted net profit (non-IFRS measured) turned from a loss of RMB 11.74 million in 2019 to a profit of RMB 16.64 million in 2020.<b>Furthermore, in accordance with IAS 17, Nayuki achieved an adjusted net profit of RMB 62.17 million for the full year of 2020.</b></p><p><img src=\"https://static.tigerbbs.com/7e3fe1dddb07b20aa53d8838d1a7183c\" tg-width=\"822\" tg-height=\"758\" referrerpolicy=\"no-referrer\"></p><p>Looking ahead, Nayuki made it clear that it would not cut raw material costs in response to cost issues. Therefore, the focus of future cost control may be on improving the level of the supply chain. If Nayuki's supply chain can achieve greater efficiency, it will not only significantly reduce its operating costs and increase profit margins, but will also continue to amplify its competitiveness at the retail front end and build a safer business moat. Meanwhile, considering that directly operated stores offer unified operating standards, facilitate brand management, and directly face consumers, giving them significant advantages in developing new products, Nayuki's pure direct-operated model is gradually \"running smoothly,\" and its future operating performance may be even more optimistic.</p><p>2<b>Choice and timing: seizing the minds of major consumers</b></p><p>Further discussion is worth noting: with new tea shops all over China and a constant stream of distinctive brand players emerging, how did Nayuki manage to \"keep the clouds open\" and capture consumers' minds?</p><p>In my view, the key reason lies in Nayuki's corporate DNA and the timing of its entry into the market. Since its inception, Nayuki's goal has been to build a high-end tea beverage brand. Amidst the iteration of young consumers who have high demands for quality and taste and are more willing to pay a premium for the brand, it has gradually formed strong brand loyalty and built competitive barriers.</p><p>On a more specific level,<b>Nayuki's combination of distinctive product innovation capabilities and social space scenarios has determined that it is gradually widening the gap with its competitors.</b></p><p>Currently, Nayuki's core menu features more than 25 classic tea drinks and more than 25 classic baked goods, and it continues to launch new distinctive products inspired by seasonal fresh fruits. According to incomplete statistics, since 2018, Nayuki has launched an average of one new drink every week, and has currently launched about 60 seasonal products.</p><p><img src=\"https://static.tigerbbs.com/56736f6fc446952add753bee71c2514e\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\"></p><p>Furthermore, high-end freshly made tea shops focus on using high-quality, fresh ingredients to produce freshly made tea beverages, and their chain enterprises require standardized quality control capabilities to ensure food safety and market compatibility of flavors. Nayuki has long-standing cooperative relationships with high-quality tea gardens and orchards in many places, and has also established in-depth cooperation with well-known suppliers, ensuring that the main raw materials are customized according to brand standards with its unique supply chain resources. Achieving this requires significant economies of scale and extremely strong corporate bargaining power as a foundation, which also makes it clear that the barriers to entry in the high-end freshly made tea beverage market are much higher than ordinary people imagine.</p><p>Ultimately, all service industries are based on trust. Whoever can win the ultimate trust of their customers will stand tall forever. Judging from Nayuki's consistently high raw material costs, Nayuki has always insisted on bringing consumers higher quality and healthier products, which is believed to be one of the key points for Nayuki to win the deep trust of customers.</p><p>In addition, Nayuki's digital membership system has ample potential and is expected to continue to optimize the customer experience.</p><p><b>To date, Nayuki's membership system has nearly 35 million registered members, with online order revenue accounting for nearly 70%.</b>In 2020, 49% of Nayuki's total orders came from members. This is a huge database containing valuable data on customer behavior and preferences.</p><p>Meanwhile, with the changing main consumer forces, new consumption trends are constantly emerging, which in turn places higher demands on brands' business acumen. In this dimension, data strength determines competitiveness and begins to influence the development direction of brands. The vast data assets accumulated over time allow Nayuki to more accurately judge changes in consumer demand. At the same time, the larger Nayuki's customer base will be in the future, the more accurate its understanding of consumers will be. This growing ecosystem of services will bring better service efficiency and customer experience.</p><p>3<b>The \"first new tea beverage stock\" may influence the development of global brands.</b></p><p>Looking at it from a broader perspective, what exactly is the significance of being the \"first new tea beverage stock\"?</p><p>First, China's freshly made tea beverage market, especially the high-end freshly made tea beverage market, is an undisputed golden track.</p><p>From 2015 to 2020, the retail value of high-end freshly made tea beverages in China increased to approximately RMB 12.9 billion, with a compound annual growth rate of 75.8%. At the same time,<b>This figure is expected to further increase to approximately RMB 52.2 billion in 2025 at a compound annual growth rate of 32.2%, accounting for approximately 24.8% of the total consumption value of freshly made tea beverage products in the same year.</b></p><p><img src=\"https://static.tigerbbs.com/57239b9d8a23d0247543238b6c1bab9b\" tg-width=\"929\" tg-height=\"592\" referrerpolicy=\"no-referrer\"></p><p>Correspondingly, a surge in new tea beverage entrepreneurship quickly emerged and is intensifying. According to data from Qichacha, there are currently 324,200 milk tea-related companies in China, and the number of such companies registered year by year is increasing significantly. However, looking at the market, there are actually very few tea beverage brands that are well-known to consumers, and even fewer can be called high-end freshly made tea beverage brands.<b>According to data from iiMedia Research, as of the first quarter of 2021, there were only three companies: Nayuki, Heytea, and Heytea.</b></p><p>This reflects that although the new tea beverage market is vast and seems to have low entry barriers, it carries huge competitive risks, is difficult to build a brand, and requires certain capital.<b>This also means that the new tea beverage sector, especially in the high-end segment, does not have low barriers to entry. Leading brands such as Nayuki have a first-mover advantage and are more likely to share in the industry's dividends, which may then incubate global high-end tea beverage brands and fill market gaps.</b>After being the first to enter the capital market, Nayuki will expand its advantages in brand building and capital strength, and its competitiveness will be further enhanced.</p><p>According to data from Frost & Sullivan, as of the end of 2020, there were approximately 3,000-4,000 high-end freshly made tea shops in China, with Nayuki stores accounting for 12.5%-17%. Meanwhile, the total number of stores, including Heytea, Heytea, and Modern China Tea Shop, is approximately 1,487, far less than the 5,000 stores Starbucks has in the Chinese market. Considering the new era of consumption as the main force, unprecedented national confidence, and a larger audience for tea culture, there is undoubtedly room for further store expansion.</p><p>It is also worth noting that Nayuki's next plan is to promote Nayuki's Tea PRO, with store areas ranging from 80 to 200 square meters. Compared to standard stores, it has stronger market penetration, higher replication efficiency, and a shorter return on investment cycle. Such a combination of stores may bring consumers a richer experience, facilitate expansion, and accelerate the seizure of growth in China's high-end freshly made tea beverage market.</p><p>From another perspective, brands in the consumer sector can be roughly divided into two categories: product categories and service categories. Among product categories, the most powerful are brands that can cultivate high consumer stickiness. These types of products often leave users with a very profound experience, guaranteeing business continuity and repurchase rate, and are not highly price-sensitive, resulting in good profit performance. For this reason, such consumer brands are often favored by the capital market.</p><p>For Chinese consumers, cigarettes, alcohol, and tea are indispensable products in their lives, and a large number of these brands have emerged. Typical examples of liquor include Moutai and Wuliangye, but typical examples of tea have not yet emerged. The culture carried by tea also needs to be promoted by the power of brands. The birth of the \"first new tea beverage stock\" is an excellent opportunity, and it is believed that Nayuki is a typical example of the first tea.</p><p>4<b>Ending</b></p><p>The core opportunity in the consumer sector lies in whether brands can build a completely new lifestyle that is accepted by the new generation. This new lifestyle is reflected in two aspects: first, whether new technological elements can be applied to enable consumers to have a better product and service experience; Secondly, can a new cultural element be created to reflect the values that consumers agree with?</p><p>If these two points can be achieved, the brand will generate huge incremental growth and may even become popular worldwide in the future. Currently, Nayuki is changing the tea consumption habits of young people. Cultural innovation and the integration of technology and fashion are driving Nayuki's continuous growth. With the company's emerging global business mindset, Nayuki may become a new calling card for Chinese tea culture in the international consumer market.</p><p>From a traditional cup of tea to a new style of tea drink, the Chinese people's love for tea has never changed.</p>","source":"gelonghui_highlight","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>Nayuki's tea, the \"first tea beverage stock,\" passed the hearing and earned 62.17 million yuan for the whole year.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nNayuki's tea, the \"first tea beverage stock,\" passed the hearing and earned 62.17 million yuan for the whole year.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">格隆汇</strong><span class=\"h-time small\">2021-06-06 20:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>With Nayuki Tea (hereinafter referred to as \"Nayuki\") passing the Hong Kong Stock Exchange hearing, the \"first new tea beverage stock\" is getting closer and closer.</p><p>Both the capital circle and industry practitioners seem to be eagerly awaiting the starting gun for the new tea beverage sector. The tacit understanding is that if Nayuki can become an overnight sensation, the incubation of global high-end tea beverage brands may accelerate, and a wave of new tea beverage launches will surely emerge.</p><p>Now, Nayuki is just one step away from going public. The market may soon find answers to many questions in the new tea beverage sector.</p><p>1<b>The \"loss mystery\" has been solved; still profitable despite the pandemic.</b></p><p>Why does Nayuki's IPO contain so many profound meanings, making it a good window for observing the industry?</p><p>The biggest question the market has always asked Nayuki is about profitability. With the disclosure of the prospectus after the hearing, its \"loss mystery\" finally received a clear and forceful response. The prospectus shows that<b>In accordance with IAS 17, Nayuki achieved an adjusted net profit of 62.17 million yuan for the full year of 2020.</b>This may mean that the market's perception of Nayuki's value, and even the industry ecosystem of new tea drinks, will be reshaped.</p><p>Over the past few years, Nayuki has maintained a relatively rapid expansion trend. According to the prospectus, as of the end of 2017, Nayukita had 44 stores. This figure was refreshed to 491 stores on December 31, 2020. Of these, 489 stores were located in 66 cities in mainland China, and two were located in Hong Kong and Japan. As of the Latest Practicable Date, the number of Nayuki stores had increased to 556. According to data from Frost & Sullivan, Nayuki's market share in China's high-end freshly made tea shop market reached 18.9% in 2020, based on total retail consumption.</p><p><b>Unlike many tea beverage brands that are open to franchising, all of Nayuki's stores are currently directly operated.</b>A purely direct-operation model also means high upfront investment, and the formation of underlying retail capabilities such as the supply chain usually requires \"long-termism\". Correspondingly, we also see that,<b>For Nayuki, material and labor costs have always been the main fixed expenses, rather than store rent as previously thought.</b>Among them, raw material costs accounted for the highest proportion for three consecutive years, from 2018 to 2020.<b>35.3%, 36.6%, and 37.9%, respectively, are nearly double the average proportion of raw materials in the coffee industry in 2020.</b></p><p>However, once the underlying capabilities are established, they can often empower the retail front end and rapidly amplify the company's competitiveness. During the same period, Nayuki's average sales per order remained around 43 yuan, higher than the industry average of 35 yuan. During the performance period,<b>The first break-even period for Nayuki stores is about 4 months, while the investment payback period for stores that opened in 2018 is only 10.6 months.</b>Market data shows that the cycle for Chinese restaurant brands to break even and achieve a return on cash investment for the first time is typically 3-6 months and 15-20 months, respectively. In comparison, Nayuki has a significant advantage.</p><p><img src=\"https://static.tigerbbs.com/4a4d8f37117cc89ba93a090ca0f187d3\" tg-width=\"933\" tg-height=\"536\" referrerpolicy=\"no-referrer\"></p><p>Reflected in financial performance,<b>From 2018 to 2020, Nayuki achieved revenues of RMB 1.087 billion, RMB 2.502 billion, and RMB 3.057 billion respectively, with a compound annual growth rate of 67.7%.</b>Subsequently, Nayuki's profitability continued to improve, achieving a turnaround from loss to profit. Nayuki's adjusted net profit (non-IFRS measured) turned from a loss of RMB 11.74 million in 2019 to a profit of RMB 16.64 million in 2020.<b>Furthermore, in accordance with IAS 17, Nayuki achieved an adjusted net profit of RMB 62.17 million for the full year of 2020.</b></p><p><img src=\"https://static.tigerbbs.com/7e3fe1dddb07b20aa53d8838d1a7183c\" tg-width=\"822\" tg-height=\"758\" referrerpolicy=\"no-referrer\"></p><p>Looking ahead, Nayuki made it clear that it would not cut raw material costs in response to cost issues. Therefore, the focus of future cost control may be on improving the level of the supply chain. If Nayuki's supply chain can achieve greater efficiency, it will not only significantly reduce its operating costs and increase profit margins, but will also continue to amplify its competitiveness at the retail front end and build a safer business moat. Meanwhile, considering that directly operated stores offer unified operating standards, facilitate brand management, and directly face consumers, giving them significant advantages in developing new products, Nayuki's pure direct-operated model is gradually \"running smoothly,\" and its future operating performance may be even more optimistic.</p><p>2<b>Choice and timing: seizing the minds of major consumers</b></p><p>Further discussion is worth noting: with new tea shops all over China and a constant stream of distinctive brand players emerging, how did Nayuki manage to \"keep the clouds open\" and capture consumers' minds?</p><p>In my view, the key reason lies in Nayuki's corporate DNA and the timing of its entry into the market. Since its inception, Nayuki's goal has been to build a high-end tea beverage brand. Amidst the iteration of young consumers who have high demands for quality and taste and are more willing to pay a premium for the brand, it has gradually formed strong brand loyalty and built competitive barriers.</p><p>On a more specific level,<b>Nayuki's combination of distinctive product innovation capabilities and social space scenarios has determined that it is gradually widening the gap with its competitors.</b></p><p>Currently, Nayuki's core menu features more than 25 classic tea drinks and more than 25 classic baked goods, and it continues to launch new distinctive products inspired by seasonal fresh fruits. According to incomplete statistics, since 2018, Nayuki has launched an average of one new drink every week, and has currently launched about 60 seasonal products.</p><p><img src=\"https://static.tigerbbs.com/56736f6fc446952add753bee71c2514e\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\"></p><p>Furthermore, high-end freshly made tea shops focus on using high-quality, fresh ingredients to produce freshly made tea beverages, and their chain enterprises require standardized quality control capabilities to ensure food safety and market compatibility of flavors. Nayuki has long-standing cooperative relationships with high-quality tea gardens and orchards in many places, and has also established in-depth cooperation with well-known suppliers, ensuring that the main raw materials are customized according to brand standards with its unique supply chain resources. Achieving this requires significant economies of scale and extremely strong corporate bargaining power as a foundation, which also makes it clear that the barriers to entry in the high-end freshly made tea beverage market are much higher than ordinary people imagine.</p><p>Ultimately, all service industries are based on trust. Whoever can win the ultimate trust of their customers will stand tall forever. Judging from Nayuki's consistently high raw material costs, Nayuki has always insisted on bringing consumers higher quality and healthier products, which is believed to be one of the key points for Nayuki to win the deep trust of customers.</p><p>In addition, Nayuki's digital membership system has ample potential and is expected to continue to optimize the customer experience.</p><p><b>To date, Nayuki's membership system has nearly 35 million registered members, with online order revenue accounting for nearly 70%.</b>In 2020, 49% of Nayuki's total orders came from members. This is a huge database containing valuable data on customer behavior and preferences.</p><p>Meanwhile, with the changing main consumer forces, new consumption trends are constantly emerging, which in turn places higher demands on brands' business acumen. In this dimension, data strength determines competitiveness and begins to influence the development direction of brands. The vast data assets accumulated over time allow Nayuki to more accurately judge changes in consumer demand. At the same time, the larger Nayuki's customer base will be in the future, the more accurate its understanding of consumers will be. This growing ecosystem of services will bring better service efficiency and customer experience.</p><p>3<b>The \"first new tea beverage stock\" may influence the development of global brands.</b></p><p>Looking at it from a broader perspective, what exactly is the significance of being the \"first new tea beverage stock\"?</p><p>First, China's freshly made tea beverage market, especially the high-end freshly made tea beverage market, is an undisputed golden track.</p><p>From 2015 to 2020, the retail value of high-end freshly made tea beverages in China increased to approximately RMB 12.9 billion, with a compound annual growth rate of 75.8%. At the same time,<b>This figure is expected to further increase to approximately RMB 52.2 billion in 2025 at a compound annual growth rate of 32.2%, accounting for approximately 24.8% of the total consumption value of freshly made tea beverage products in the same year.</b></p><p><img src=\"https://static.tigerbbs.com/57239b9d8a23d0247543238b6c1bab9b\" tg-width=\"929\" tg-height=\"592\" referrerpolicy=\"no-referrer\"></p><p>Correspondingly, a surge in new tea beverage entrepreneurship quickly emerged and is intensifying. According to data from Qichacha, there are currently 324,200 milk tea-related companies in China, and the number of such companies registered year by year is increasing significantly. However, looking at the market, there are actually very few tea beverage brands that are well-known to consumers, and even fewer can be called high-end freshly made tea beverage brands.<b>According to data from iiMedia Research, as of the first quarter of 2021, there were only three companies: Nayuki, Heytea, and Heytea.</b></p><p>This reflects that although the new tea beverage market is vast and seems to have low entry barriers, it carries huge competitive risks, is difficult to build a brand, and requires certain capital.<b>This also means that the new tea beverage sector, especially in the high-end segment, does not have low barriers to entry. Leading brands such as Nayuki have a first-mover advantage and are more likely to share in the industry's dividends, which may then incubate global high-end tea beverage brands and fill market gaps.</b>After being the first to enter the capital market, Nayuki will expand its advantages in brand building and capital strength, and its competitiveness will be further enhanced.</p><p>According to data from Frost & Sullivan, as of the end of 2020, there were approximately 3,000-4,000 high-end freshly made tea shops in China, with Nayuki stores accounting for 12.5%-17%. Meanwhile, the total number of stores, including Heytea, Heytea, and Modern China Tea Shop, is approximately 1,487, far less than the 5,000 stores Starbucks has in the Chinese market. Considering the new era of consumption as the main force, unprecedented national confidence, and a larger audience for tea culture, there is undoubtedly room for further store expansion.</p><p>It is also worth noting that Nayuki's next plan is to promote Nayuki's Tea PRO, with store areas ranging from 80 to 200 square meters. Compared to standard stores, it has stronger market penetration, higher replication efficiency, and a shorter return on investment cycle. Such a combination of stores may bring consumers a richer experience, facilitate expansion, and accelerate the seizure of growth in China's high-end freshly made tea beverage market.</p><p>From another perspective, brands in the consumer sector can be roughly divided into two categories: product categories and service categories. Among product categories, the most powerful are brands that can cultivate high consumer stickiness. These types of products often leave users with a very profound experience, guaranteeing business continuity and repurchase rate, and are not highly price-sensitive, resulting in good profit performance. For this reason, such consumer brands are often favored by the capital market.</p><p>For Chinese consumers, cigarettes, alcohol, and tea are indispensable products in their lives, and a large number of these brands have emerged. Typical examples of liquor include Moutai and Wuliangye, but typical examples of tea have not yet emerged. The culture carried by tea also needs to be promoted by the power of brands. The birth of the \"first new tea beverage stock\" is an excellent opportunity, and it is believed that Nayuki is a typical example of the first tea.</p><p>4<b>Ending</b></p><p>The core opportunity in the consumer sector lies in whether brands can build a completely new lifestyle that is accepted by the new generation. This new lifestyle is reflected in two aspects: first, whether new technological elements can be applied to enable consumers to have a better product and service experience; Secondly, can a new cultural element be created to reflect the values that consumers agree with?</p><p>If these two points can be achieved, the brand will generate huge incremental growth and may even become popular worldwide in the future. Currently, Nayuki is changing the tea consumption habits of young people. Cultural innovation and the integration of technology and fashion are driving Nayuki's continuous growth. With the company's emerging global business mindset, Nayuki may become a new calling card for Chinese tea culture in the international consumer market.</p><p>From a traditional cup of tea to a new style of tea drink, the Chinese people's love for tea has never changed.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.gelonghui.com/p/468993\">格隆汇</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/56736f6fc446952add753bee71c2514e","relate_stocks":{},"source_url":"https://www.gelonghui.com/p/468993","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"1156877497","content_text":"随着奈雪的茶（以下简称“奈雪”）通过港交所聆讯，“新茶饮第一股”的脚步越来越近。无论是资本圈，还是从业者，似乎都在期待着新茶饮赛道的这声“发令枪”打响。心照不宣的是：如果奈雪能够“一炮而红”，全球化高端茶饮品牌或加速孵化，新茶饮上市热潮亦必将奔涌而出。如今，奈雪离上市仅有一步之遥。新茶饮赛道的诸多问题，或许很快就会得到市场的答案。1“亏损迷局”解开，遭遇疫情依然盈利而奈雪上市何以蕴藏如此多的深意，成为不错的行业观察窗口？一直以来，市场对奈雪最大的拷问即是盈利。随着聆讯后招股书的披露，其“亏损迷局”终于得到明确而有力的回应。招股书显示，按照国际会计准则第17号，奈雪2020年全年实现经调整净利润6217万，这或许意味着，市场对于奈雪的价值认知，乃至新茶饮的行业生态将要重塑。过去几年，奈雪始终保持着较快的扩张态势。招股书显示，截至2017年底，奈雪茶饮店数量为44间，这一数据于2020年12月31日被刷新为491间，其中489间门店分布在中国大陆66个城市，还有两间分别位于香港特区和日本。截至最后实际可行日期，奈雪门店数量已经增至556间。根据灼识咨询数据，以2020年零售消费总值计，奈雪在中国高端现制茶饮店市场中的份额达到18.9%。区别于众多开放加盟的茶饮品牌，目前奈雪所有门店均为直营店。纯粹的直营模式同样意味着较高的前期投入，供应链等零售后端底层能力的形成通常需要“长期主义”。对应也看到，对奈雪来说材料和人工成本一直是最主要的固定支出，而非早前外界以为的店铺租金。其中，原料成本更是连续3年占比最高，2018年至2020年依次为35.3%、36.6%、37.9%，对比2020年咖啡行业原料占比均值，奈雪同年高出近一倍。但往往，底层能力一旦形成便能够赋能零售前端，迅速放大企业竞争力。同期，奈雪每单平均销售额保持在43元左右，高于行业均值的35元。业绩期内，奈雪门店首次盈亏平衡期约4个月，2018年开业的门店投资回收期仅为10.6个月。市场数据显示，中餐品牌首次达成盈亏平衡及现金投资回报的周期通常为3-6个月及15-20个月，相比之下奈雪具有显著优越性。映射到财务表现上，2018-2020年，奈雪分别实现营收10.87亿元、25.02亿元、30.57亿元，复合年增长达到67.7%。随之奈雪的盈利能力持续提升，实现扭亏为盈。奈雪经调整净利润（非国际财务报告准则计量）由2019年的亏损1174万元，转为2020年的盈利1664万元。且按照国际会计准则第17号，奈雪2020年全年实现经调整净利润6217万。后续而言，奈雪针对成本问题曾明确表态不会削减原料成本。那么，未来成本控制的重心或落在提升供应链水平等方面。而如果奈雪的供应链能够发挥出更大效能，不仅将大大压缩其经营成本，增加盈利空间，还将继续放大其零售前端的竞争力，构建起更安全的商业护城河。同时考虑到，直营门店为统一操作标准、方便品牌管理，且直面消费者，在开发新产品等方面具有明显优势，奈雪的纯直营模式逐渐“跑通”，其未来经营业绩可能会更加乐观。2选择与时机，抢占消费主力心智进一步值得探讨的是：当下新茶饮店遍布中国，各具特色的品牌玩家层出不穷，奈雪又是何以“守得云开”，抢占消费者心智的？笔者看来，关键原因在于奈雪的企业基因与进场时机。奈雪自成立之初所坚持的目标即是打造高端茶饮品牌，在对品质和口感要求较高，更愿为品牌付出溢价的年轻消费主力迭代中，其逐步形成了较强的品牌忠诚度，构筑出竞争壁垒。更具体的层面而言，奈雪兼具风格显著的产品创新能力和社交空间场景，决定其与一众竞争者逐步拉开差距。目前，奈雪的核心菜单拥有超过25种经典茶饮，25种以上的经典烘焙产品品类，并在基础之上以当季鲜果为灵感持续推出特色新品。不完全统计，自2018年以来，奈雪平均每周上新一款饮品，目前已推出约60种季节性产品。并且，高端现制茶饮店专注使用优质、新鲜配料生产现制茶饮，其连锁企业要求标准化品控能力，保障食品的安全性及口味的市场契合度。奈雪与多地的优质茶园、果园均有多年合作关系，且与知名供应商达成深度合作，以独有的供应链资源确保主要原料按品牌标准定制。实现这一点需要有显著的规模效应和极强的企业议价能力作为基础，也侧面明确高端现制茶饮赛道的门槛要比普通人想象的高得多。纵观之下，其实所有的服务业最终经营的都是一种信任，谁能够赢得客户的终极信任，就可以永远屹立。从奈雪居高不减的原材料成本来看，奈雪一直坚持给消费者带来更高品质、更健康的产品，相信这也会是奈雪能赢得客户深度信任的关键点之一。此外，奈雪的数字化会员体系势能充足，或有望继续优化客户体验。截至目前，奈雪会员体系的注册会员接近3500万，线上订单收入占比近7成。2020年，奈雪订单总数中有49%来自会员。这是一个庞大的数据库，其中包含着客户行为及偏好的宝贵数据。同时随着消费主力的更迭，新的消费趋势不断涌现，进而对品牌的商业嗅觉提出更高要求，在这个维度上，数据实力即决定竞争能力，开始左右品牌的发展走向。依靠时间积累出的庞大数据资产，则可以让奈雪更精准地判断消费者需求的变化。同时，未来奈雪服务的客户群体人数越多，它对消费者的理解也就越精准，这种具有生长力的生态服务体系将带来更好的服务效率和客户体验。3“新茶饮第一股”，或牵动全球性品牌发展放大视野来看，“新茶饮第一股”的意义究竟在哪？首先，中国现制茶饮市场，尤其高端现制茶饮市场，是为不争的黄金赛道。2015-2020年，中国高端现制茶饮所产生的零售价值增至约129亿元，复合年增长率达到75.8%。同时，这一数值预计将以32.2%的复合年增长率进一步增至2025年的约522亿元，将占同年现制茶饮产品消费价值总额的约24.8%。与之对应，新茶饮创业热潮迅速引发且愈演愈烈。企查查数据显示，目前中国共有32.42万家奶茶相关企业，这类企业年注册量逐年大增。但纵观市场，为消费者熟知的茶饮品牌其实为数不多，能称上高端现制茶饮品牌的更是寥寥。据艾媒咨询数据，截至2021年一季度，仅有奈雪、喜茶、乐乐茶三家。这反映出，新茶饮市场虽然广阔且看似入行门槛不高，但竞争风险巨大、品牌难塑、具有一定资本要求。也意味着新茶饮赛道尤其高端细分领域，并非低壁垒，奈雪等头部品牌占据先发优势，更有望分享产业红利，进而可能孵化全球化高端茶饮品牌，填补市场空白。奈雪率先登陆资本市场后，将在品牌塑造及资本实力等方面扩大优势，竞争力再度增强。灼识咨询数据显示，截至2020年底，中国高端现制茶饮店数量约为3000-4000间，奈雪门店占比在12.5%-17%之间；同时包含喜茶、乐乐茶及茶颜悦色在内的门店数量合共约1487间，远低于星巴克在中国市场所拥有5000家门店数量。考虑到新消费主力时代，民族自信空前，茶文化拥有更为庞大的受众，无疑存在进一步的门店扩容空间。且值得注意的是，奈雪下一步计划主推奈雪的茶PRO，店铺面积在80-200平。其较标准店而言的市场渗透力更强，复制效率更高，投资回报周期也更短。这样的门店组合或许能够为消费者带来更丰富的体验，利于扩张，使其有望加速抢占中国高端现制茶饮市场的增量。另外的角度来看，大消费领域的品牌大致可分为产品类和服务类两大类别，产品类中最为强大的是能使得消费者形成高粘度消费习惯的品牌。这类产品往往可以让用户留下非常深的体验，为业务持续性和复购率提供保证，且价格敏感度不高，利润表现较好。也是因此，这种消费品牌往往受到资本市场青睐。对中国的消费者来说，烟、酒、茶都是生活中不可缺少的产品，其中产生了大量的这种品牌。酒的典型案例如茅台、五粮液，但茶的典型案例却尚未出现。茶所承载的文化亦需要依靠品牌力量去推动，“新茶饮第一股”的诞生便是绝佳机会，相信第一个茶的典型案例很大可能会是奈雪。4尾声大消费领域的核心机会正是在于，品牌能否构建一个全新的、被新生代人群接受的生活方式。这种新的生活方式体现在两个方面：一是能不能应用到新的科技元素，以使消费者获得更好的产品体验和服务体验；二是能不能创造出一种新的文化元素，以使消费者认同的价值观得到体现。如果能够做到这两点，那么这个品牌就会产生巨大的增量，未来甚至可以风行全球。目前来看，奈雪正在改变年轻人的茶消费习惯，文化创新融合科技时尚驱动着奈雪的持续成长，在公司锋芒初现的全球化商业思维下，奈雪或将成为国际消费市场上，中国茶文化的一张新名片。从一杯传统清茶，到一杯新式茶饮，中国人对茶的喜爱从未改变。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119649115,"gmtCreate":1622545031337,"gmtModify":1704185997029,"author":{"id":"3567570068519334","authorId":"3567570068519334","name":"胜利曙光","avatar":"https://static.tigerbbs.com/ef4fea1c9347fef2d43cbf3fa476b33e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567570068519334","authorIdStr":"3567570068519334"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/119649115","repostId":"1115797550","repostType":4,"repost":{"id":"1115797550","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1622542066,"share":"https://ttm.financial/m/news/1115797550?lang=en_US&edition=fundamental","pubTime":"2021-06-01 18:07","market":"us","language":"zh","title":"Earnings Preview: Will Zoom's earnings report exceed expectations for the ninth consecutive time?","url":"https://stock-news.laohu8.com/highlight/detail?id=1115797550","media":"老虎资讯综合","summary":"Zoom Video Communications（纳斯达克股票代码：ZM）定于 6月 1日星期二收市后公布第一季度收益结果。据seekingalpha报道，一致的每股收益估计为0.98美元，同比增长","content":"<p>Zoom Video Communications (NASDAQ: ZM) is scheduled to release its first-quarter earnings results after the market closes on Tuesday, June 1.</p><p>According to seekingalpha, consensus earnings per share are estimated at $0.98, up 390.0% year-over-year, and consensus revenue is estimated at $907.95 million, up 176.7% year-over-year.</p><p>However, investors may be cautiously optimistic about Zoom's latest quarterly earnings report. On the one hand, in the last quarter, the company's revenue and profit both exceeded Wall Street's general expectations, and even before the outbreak of the pandemic, the company had already been releasing better-than-expected performance reports.</p><p>On the other hand, due to its success in vaccines, the market is beginning to worry about whether Zoom can continue to maintain strong growth as the pandemic in the United States and some other countries is receding.</p><p>Like many stocks that have benefited from the pandemic, Zoom's stock price has been on a downward trend since peaking last fall, when good news came from vaccine-related sources. Despite the sharp decline in stock price, the stock remained a winner in the year ending May 28: compared to the 41% return of the S&P 500, the stock still rose by about 103% during that period.</p><p><b>Guidance for the second fiscal quarter will be crucial.</b></p><p>According to Zoom's management guidance, the company expects Q1 revenue to be between $900 million and $905 million, representing a median year-over-year growth of 175%. In addition, the company expects adjusted earnings per share to be between $0.95 and $0.97, representing a median increase of 380% year-over-year.</p><p>Compared to the same period last year, the company will easily achieve high growth rates, as its performance was only driven by the pandemic for about a month and a half in the same period last year. Around mid-March, the pandemic forced the closure of many workplaces, schools and entertainment venues in the United States and around the world.</p><p>In the last quarter, Zoom's revenue increased by 369% year-over-year to $882.5 million, exceeding Wall Street's expectations of $811.8 million. Meanwhile, GAAP earnings per share surged from $0.05 to $0.87, and adjusted earnings per share jumped 713% to $1.22, exceeding analysts' consensus expectations of $0.79.</p><p>It is reported that since its IPO in April 2019, Zoom's results for eight quarters have easily exceeded Wall Street's expectations. Therefore, given this momentum, Zoom's first fiscal quarter earnings report is expected to continue its better-than-expected growth trend.</p><p>Therefore, Zoom's guidance for its second fiscal quarter will be very important. In fact, relative to Wall Street estimates, any movement in the stock after the earnings release is likely to depend more on the company's second-quarter guidance than on its first-quarter results.</p><p>For the second fiscal quarter, analysts expect the company to report adjusted earnings per share of $0.94 and revenue of $931.6 million, representing year-over-year growth of 2% and 40%, respectively.</p><p><b>Key highlights of the first quarter</b></p><p>In the upcoming reporting quarter, Zoom announced the establishment of a $100 million venture capital Fund called the Zoom Apps Fund, which aims to stimulate the growth of Zoom's Zoom Apps, integrations, developer platform, and hardware ecosystem.</p><p>Additionally, this quarter, Zoom and Formula One announced a new, extensive multi-year partnership for the upcoming 2021 FIA Formula One World Championship and beyond.</p><p>In addition, in February, Zoom announced the launch of Zoom Rooms, which will help company employees safely re-enter the office and maintain an “ubiquitous workforce.”</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>Earnings Preview: Will Zoom's earnings report exceed expectations for the ninth consecutive time?</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nEarnings Preview: Will Zoom's earnings report exceed expectations for the ninth consecutive time?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-06-01 18:07</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Zoom Video Communications (NASDAQ: ZM) is scheduled to release its first-quarter earnings results after the market closes on Tuesday, June 1.</p><p>According to seekingalpha, consensus earnings per share are estimated at $0.98, up 390.0% year-over-year, and consensus revenue is estimated at $907.95 million, up 176.7% year-over-year.</p><p>However, investors may be cautiously optimistic about Zoom's latest quarterly earnings report. On the one hand, in the last quarter, the company's revenue and profit both exceeded Wall Street's general expectations, and even before the outbreak of the pandemic, the company had already been releasing better-than-expected performance reports.</p><p>On the other hand, due to its success in vaccines, the market is beginning to worry about whether Zoom can continue to maintain strong growth as the pandemic in the United States and some other countries is receding.</p><p>Like many stocks that have benefited from the pandemic, Zoom's stock price has been on a downward trend since peaking last fall, when good news came from vaccine-related sources. Despite the sharp decline in stock price, the stock remained a winner in the year ending May 28: compared to the 41% return of the S&P 500, the stock still rose by about 103% during that period.</p><p><b>Guidance for the second fiscal quarter will be crucial.</b></p><p>According to Zoom's management guidance, the company expects Q1 revenue to be between $900 million and $905 million, representing a median year-over-year growth of 175%. In addition, the company expects adjusted earnings per share to be between $0.95 and $0.97, representing a median increase of 380% year-over-year.</p><p>Compared to the same period last year, the company will easily achieve high growth rates, as its performance was only driven by the pandemic for about a month and a half in the same period last year. Around mid-March, the pandemic forced the closure of many workplaces, schools and entertainment venues in the United States and around the world.</p><p>In the last quarter, Zoom's revenue increased by 369% year-over-year to $882.5 million, exceeding Wall Street's expectations of $811.8 million. Meanwhile, GAAP earnings per share surged from $0.05 to $0.87, and adjusted earnings per share jumped 713% to $1.22, exceeding analysts' consensus expectations of $0.79.</p><p>It is reported that since its IPO in April 2019, Zoom's results for eight quarters have easily exceeded Wall Street's expectations. Therefore, given this momentum, Zoom's first fiscal quarter earnings report is expected to continue its better-than-expected growth trend.</p><p>Therefore, Zoom's guidance for its second fiscal quarter will be very important. In fact, relative to Wall Street estimates, any movement in the stock after the earnings release is likely to depend more on the company's second-quarter guidance than on its first-quarter results.</p><p>For the second fiscal quarter, analysts expect the company to report adjusted earnings per share of $0.94 and revenue of $931.6 million, representing year-over-year growth of 2% and 40%, respectively.</p><p><b>Key highlights of the first quarter</b></p><p>In the upcoming reporting quarter, Zoom announced the establishment of a $100 million venture capital Fund called the Zoom Apps Fund, which aims to stimulate the growth of Zoom's Zoom Apps, integrations, developer platform, and hardware ecosystem.</p><p>Additionally, this quarter, Zoom and Formula One announced a new, extensive multi-year partnership for the upcoming 2021 FIA Formula One World Championship and beyond.</p><p>In addition, in February, Zoom announced the launch of Zoom Rooms, which will help company employees safely re-enter the office and maintain an “ubiquitous workforce.”</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4789d612304f16a4e5cca0626bd51170","relate_stocks":{"ZM":"Zoom"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115797550","content_text":"Zoom Video Communications（纳斯达克股票代码：ZM）定于 6月 1日星期二收市后公布第一季度收益结果。据seekingalpha报道，一致的每股收益估计为0.98美元，同比增长 390.0%，一致的收入估计为 9.0795亿美元，同比增长 176.7%。然而，投资者可能会对Zoom最新一季的财报持谨慎乐观态度。一方面，在上个季度，该公司营收及利润均超出了华尔街的普遍预期，甚至在疫情爆发前，该公司就已经不断拿出超出预期的业绩报告。另一方面，由于在疫苗方面取得的成功，美国和其他部分国家疫情正在消退的环境下，市场开始担心Zoom能否继续保持强劲增长。和许多受益疫情的股票一样，自去年秋季见顶以来，Zoom的股价一直呈现下跌趋势，而当时正是疫苗相关方面传出了好消息。尽管股价大幅回落，但在截至5月28日的一年时间里，该股仍是赢家：与标普500指数41%的回报率相比，该股在该期间的涨幅仍然达到了约103%。第二财季的指引将非常重要根据Zoom管理层的业绩指引，该公司预期Q1营收将在9-9.05亿美元之间，按中位数计算，该公司预计同比增长175%。另外，该公司预期调整后每股收益将在0.95-0.97美元之间，按中位数计算，则同比增长380%。与上年同期的数值相比，该公司将轻松取得高增长率的业绩表现，因为在上年同期，该公司业绩仅有约一个半月的时间受到了疫情的推动，当时大约3月中旬的时候，疫情迫使美国和世界各地的多处工作场所、学校和娱乐场所关闭停业。而在上个季度，Zoom营收同比增长了369%，达到8.825亿美元，超出了华尔街预期的8.118亿美元。同时，GAAP每股收益从0.05美元飙升至0.87美元，调整后每股收益飙升713%至1.22美元，这一结果也超出了分析师普遍预期的0.79美元。据悉，自2019年4月IPO以来，Zoom八个季度所公布的业绩均轻松超出了华尔街的预期。因此，在此势头下，Zoom第一财季财报有望继续保持超预期的增长趋势。因此 Zoom对其第二财季的指导将非常重要。事实上，相对于华尔街的估计，收益公布后股票的任何变动都可能更多地取决于公司第二季度的指导而不是第一季度的业绩。对于第二财季，分析师预计该公司的调整后每股收益为 0.94美元，收入为 9.316亿美元，同比分别增长 2%和 40%。第一季度的主要亮点在即将报告的季度中，Zoom宣布成立1亿美元的风险基金，名为 Zoom Apps Fund，旨在刺激 Zoom的 Zoom Apps、集成、开发者平台和硬件生态系统的增长。此外，在本季度，Zoom和一级方程式赛车宣布，他们在即将到来的 2021年国际汽联一级方程式世界锦标赛及以后的赛季中建立了新的广泛的多年合作伙伴关系。此外，在 2月份，Zoom宣布推出 Zoom Rooms，这将帮助公司员工安全地重新进入办公室并维持“无处不在的劳动力”。","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"tweetType":1,"viewCount":5170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130380526,"gmtCreate":1621512805365,"gmtModify":1704358827593,"author":{"id":"3567570068519334","authorId":"3567570068519334","name":"胜利曙光","avatar":"https://static.tigerbbs.com/ef4fea1c9347fef2d43cbf3fa476b33e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567570068519334","authorIdStr":"3567570068519334"},"themes":[],"title":"","htmlText":"R.I.P","listText":"R.I.P","text":"R.I.P","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/130380526","repostId":"1172260099","repostType":4,"repost":{"id":"1172260099","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1621496381,"share":"https://ttm.financial/m/news/1172260099?lang=en_US&edition=fundamental","pubTime":"2021-05-20 15:39","market":"us","language":"zh","title":"Beike: Founder and Chairman Zuo Hui passed away due to illness.","url":"https://stock-news.laohu8.com/highlight/detail?id=1172260099","media":"老虎资讯综合","summary":"5月20日，贝壳找房发布消息，公司创始人兼董事长左晖先生因疾病意外恶化于2021年5月20日去世。公司董事会将就公司治理和相关事宜做出适当安排，并在两周内适时发布公告。从链家到贝壳，极其有幸和左晖一起共事，一起奋斗拼搏，一起推动行业进步的我们，失去了一位亲密的伙伴和智慧的师长。","content":"<p>On May 20, Beike Zhaofang announced that its founder and chairman, Mr. Zuo Hui, passed away on May 20, 2021, due to an unexpected deterioration of his illness. The company's board of directors will make appropriate arrangements for corporate governance and related matters, and will issue an announcement in due course within two weeks.</p><p><img src=\"https://static.tigerbbs.com/1886ae2338974634f6267e1c9b360096\" tg-width=\"640\" tg-height=\"321\" referrerpolicy=\"no-referrer\"></p><p>Beike Zhaofang's obituary stated that it was extremely sad today that Zuo Hui, the founder and chairman of Beike, had passed away due to illness. Beike has lost a founder who laid the foundation for our business and mission, and the residential industry has lost a leader who has always been exploring and innovating. From Lianjia to Beike, we were extremely fortunate to work with Zuo Hui, strive together, and promote industry progress together. However, we have lost a close partner and a wise mentor. Zuo Hui once said: The destiny of business operators in our era is to do the hard and tiring work of truly improving the quality of basic services behind the scenes.</p><p>Zuo Hui's spirit will always inspire us to persist in doing the difficult but right things!</p><p><img src=\"https://static.tigerbbs.com/ab94dc391d8c1ff12ecf74980aa76d1b\" tg-width=\"620\" tg-height=\"760\" referrerpolicy=\"no-referrer\">Zuo Hui's personal resume</p><p>Zuo Hui, born in January 1971, holds a master's degree and is the chairman of Lianjia, vice president of the China Real Estate Appraisers and Brokers Association, vice president of the Beijing Real Estate Brokerage Industry Association, and vice president of the All-China Federation of Real Estate Chambers of Commerce. He founded Lianjia in 2001. Under Zuo Hui's leadership, Lianjia has been committed to leading the healthy and standardized development of China's real estate service industry.</p><p>Biographies are as follows:</p><p>1. 1988-1992 – Associate Degree in Computer Science and Applications at Beijing Institute of Chemical Technology (now Beijing University of Chemical Technology)</p><p>2. 1995-1999 – General Manager of Beijing Tianchi Trade Center</p><p>3. 2006-2008 – Peking University EMBA Master's Degree</p><p>4. On November 27, 2017, he was elected as a standing committee member of the 12th Executive Committee of the All-China Federation of Industry and Commerce.</p><p>5. 2001 to present – Chairman of Lianjia</p><p>Beijing Lianjia Real Estate Brokerage Co., Ltd.</p><p>Beijing Lianjia Real Estate Brokerage Co., Ltd. was founded on November 12, 2001, with Zuo Hui as its chairman. Lianjia Real Estate is a comprehensive real estate service entity with real estate brokerage business as its core and nationwide development. Its system encompasses three parts: real estate, finance, and commerce. Its business scope includes full-process housing agency, housing leasing, housing sales, luxury housing rental and sales, listing and trading of \"central housing\", warrant processing, mortgage loans, real estate investment consulting, shop rental and sales, office building rental and sales, and sales agency for commercial housing, vacant housing, and corporate debt housing. The company aims to become a leader in residential real estate brokerage, financial mortgage services, and commercial real estate services in China. On September 28, 2015, Lianjia announced a strategic partnership with Dalian Haowangjiao Real Estate Brokerage Co., Ltd. On February 1, 2016, Lianjia and SOHO China signed a strategic cooperation agreement, under which Lianjia will provide owners of SOHO China's properties with in-depth services such as home sales and rentals. In February 2016, Lianjia stopped offering down payment loans for new homes.</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>Beike: Founder and Chairman Zuo Hui passed away due to illness.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nBeike: Founder and Chairman Zuo Hui passed away due to illness.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-05-20 15:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On May 20, Beike Zhaofang announced that its founder and chairman, Mr. Zuo Hui, passed away on May 20, 2021, due to an unexpected deterioration of his illness. The company's board of directors will make appropriate arrangements for corporate governance and related matters, and will issue an announcement in due course within two weeks.</p><p><img src=\"https://static.tigerbbs.com/1886ae2338974634f6267e1c9b360096\" tg-width=\"640\" tg-height=\"321\" referrerpolicy=\"no-referrer\"></p><p>Beike Zhaofang's obituary stated that it was extremely sad today that Zuo Hui, the founder and chairman of Beike, had passed away due to illness. Beike has lost a founder who laid the foundation for our business and mission, and the residential industry has lost a leader who has always been exploring and innovating. From Lianjia to Beike, we were extremely fortunate to work with Zuo Hui, strive together, and promote industry progress together. However, we have lost a close partner and a wise mentor. Zuo Hui once said: The destiny of business operators in our era is to do the hard and tiring work of truly improving the quality of basic services behind the scenes.</p><p>Zuo Hui's spirit will always inspire us to persist in doing the difficult but right things!</p><p><img src=\"https://static.tigerbbs.com/ab94dc391d8c1ff12ecf74980aa76d1b\" tg-width=\"620\" tg-height=\"760\" referrerpolicy=\"no-referrer\">Zuo Hui's personal resume</p><p>Zuo Hui, born in January 1971, holds a master's degree and is the chairman of Lianjia, vice president of the China Real Estate Appraisers and Brokers Association, vice president of the Beijing Real Estate Brokerage Industry Association, and vice president of the All-China Federation of Real Estate Chambers of Commerce. He founded Lianjia in 2001. Under Zuo Hui's leadership, Lianjia has been committed to leading the healthy and standardized development of China's real estate service industry.</p><p>Biographies are as follows:</p><p>1. 1988-1992 – Associate Degree in Computer Science and Applications at Beijing Institute of Chemical Technology (now Beijing University of Chemical Technology)</p><p>2. 1995-1999 – General Manager of Beijing Tianchi Trade Center</p><p>3. 2006-2008 – Peking University EMBA Master's Degree</p><p>4. On November 27, 2017, he was elected as a standing committee member of the 12th Executive Committee of the All-China Federation of Industry and Commerce.</p><p>5. 2001 to present – Chairman of Lianjia</p><p>Beijing Lianjia Real Estate Brokerage Co., Ltd.</p><p>Beijing Lianjia Real Estate Brokerage Co., Ltd. was founded on November 12, 2001, with Zuo Hui as its chairman. Lianjia Real Estate is a comprehensive real estate service entity with real estate brokerage business as its core and nationwide development. Its system encompasses three parts: real estate, finance, and commerce. Its business scope includes full-process housing agency, housing leasing, housing sales, luxury housing rental and sales, listing and trading of \"central housing\", warrant processing, mortgage loans, real estate investment consulting, shop rental and sales, office building rental and sales, and sales agency for commercial housing, vacant housing, and corporate debt housing. The company aims to become a leader in residential real estate brokerage, financial mortgage services, and commercial real estate services in China. On September 28, 2015, Lianjia announced a strategic partnership with Dalian Haowangjiao Real Estate Brokerage Co., Ltd. On February 1, 2016, Lianjia and SOHO China signed a strategic cooperation agreement, under which Lianjia will provide owners of SOHO China's properties with in-depth services such as home sales and rentals. In February 2016, Lianjia stopped offering down payment loans for new homes.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/37adeafc342b03229d3f36a86537a885","relate_stocks":{"BEKE":"贝壳"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172260099","content_text":"5月20日，贝壳找房发布消息，公司创始人兼董事长左晖先生因疾病意外恶化于2021年5月20日去世。公司董事会将就公司治理和相关事宜做出适当安排，并在两周内适时发布公告。贝壳找房讣告称，今天万分难过，贝壳创始人、董事长左晖因病离开了我们。贝壳失去了一位奠定我们事业和使命的创始者，居住产业失去了一位始终在探索和创新的引领者。从链家到贝壳，极其有幸和左晖一起共事，一起奋斗拼搏，一起推动行业进步的我们，失去了一位亲密的伙伴和智慧的师长。左晖曾经讲过：我们这个时代企业经营者的宿命，就是要去干烟花背后的真正提升基础服务品质的苦活、累活。左晖的精神永远激励我们，坚持做难而正确的事！左晖个人履历左晖，1971年1月生，硕士学历，链家董事长、中国房地产估价师与房地产经纪人学会副会长、北京市房地产中介行业协会副会长、全联房地产商会副会长。2001年创办链家。在左晖的带领下，链家一直致力于引领中国房地产服务行业健康规范发展。履历如下：1、1988-1992年——北京化工学院（现北京化工大学） 计算机系 计算机及应用专业 大专2、1995-1999年——北京天持商贸中心 总经理3、2006-2008年——北京大学EMBA 硕士4、2017年11月27日，当选全国工商联第十二届执行委员会常务委员5、2001年至今——链家董事长北京链家房地产经纪有限公司：京链家房地产经纪有限公司创立于2001年11月12日，董事长为左晖，链家地产是以地产中介业务为核心全国化发展的房地产综合服务体。其体系内囊括地产、金融和商业三个部分，业务范围涉及房屋全程代理、房屋租赁、房屋买卖、豪宅租售、\" 央产房 \" 上市交易、权证办理、按揭贷款、房地产投资咨询、商铺租售、写字楼租售及商品房、空置房、企业债权房销售代理等。公司立志成为国内在住宅地产经纪、金融按揭服务和商业地产服务方面的领跑者。2015年9月28日，链家宣布与大连好旺角房屋经纪有限公司达成战略合作。2016年2月1日，链家与SOHO中国签署战略合作协议，链家为 SOHO中国旗下物业的业主提供房屋出售及出租等深化服务。2016年2月，链家已停止新房首付贷。","news_type":1,"symbols_score_info":{"BEKE":0.9}},"isVote":1,"tweetType":1,"viewCount":3449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192866408,"gmtCreate":1621178969304,"gmtModify":1704353661144,"author":{"id":"3567570068519334","authorId":"3567570068519334","name":"胜利曙光","avatar":"https://static.tigerbbs.com/ef4fea1c9347fef2d43cbf3fa476b33e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567570068519334","authorIdStr":"3567570068519334"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/192866408","repostId":"2135598119","repostType":4,"isVote":1,"tweetType":1,"viewCount":4318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191788749,"gmtCreate":1620908014381,"gmtModify":1704350247042,"author":{"id":"3567570068519334","authorId":"3567570068519334","name":"胜利曙光","avatar":"https://static.tigerbbs.com/ef4fea1c9347fef2d43cbf3fa476b33e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567570068519334","authorIdStr":"3567570068519334"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/191788749","repostId":"1195138527","repostType":4,"repost":{"id":"1195138527","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1620904679,"share":"https://ttm.financial/m/news/1195138527?lang=en_US&edition=fundamental","pubTime":"2021-05-13 19:17","market":"hk","language":"zh","title":"Alibaba's financial report: First quarterly loss, record full-year GMV","url":"https://stock-news.laohu8.com/highlight/detail?id=1195138527","media":"老虎资讯综合","summary":"5月13日，$阿里巴巴$集团发布2021财年四季度及全年财报。·里程碑：2021全财年全球年度活跃消费者达10亿，阿里巴巴生态体系GMV达到8.119万亿元人民币。中国零售市场表现稳健，四季度淘宝GMV增长加快，淘宝直播财年GMV超5000亿元。·公司季度经营亏损76.63亿，为阿里上市以来的首次季度亏损，公司称这主要受反垄断调查的罚款影响。阿里巴巴首席财务官武卫︰我们在2021财年的收入超过了年度收入指引，实现了同比32%的强劲增长。","content":"<p>On May 13,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>The Group released its financial results for the fourth quarter and full year of fiscal year 2021.</p><p><b>general situation</b></p><p>·<b>Milestones: Global annual active consumers reached 1 billion in fiscal year 2021, and Alibaba's ecosystem GMV reached RMB 8.119 trillion.</b>。</p><p>• The annual active consumers in China's retail market were 811 million, an increase of 85 million compared to the 12 months ended March 31, 2020. China's retail market performed steadily, with Taobao's GMV growth accelerating in the fourth quarter, and Taobao Live's fiscal year GMV exceeding 500 billion yuan.</p><p><img src=\"https://static.tigerbbs.com/7221fbd8f9f1f9dbb68fbfe8c1afb2b7\" tg-width=\"800\" tg-height=\"181\" referrerpolicy=\"no-referrer\"></p><p>• Significant growth driven by multiple engines: Cainiao continued its high growth, with a full-year growth of 68%; Cloud computing revenue for the full fiscal year increased by 50% year-on-year to RMB 60.12 billion, maintaining the previous steady growth momentum.</p><p>The company reported a quarterly operating loss of 7.663 billion yuan, its first quarterly loss since Alibaba's IPO, which the company said was mainly due to fines imposed in antitrust investigations.</p><p><b>Key Financial Information</b></p><p><b>Fourth quarter of fiscal year 2021 (January-March 2021)</b></p><p><ul><li>Revenue:<b>RMB 187.395 billion, up 64% year-on-year</b>； Expected: 178.18 billion yuan.</li><li>Excluding the impact of the merger with Sun Art Retail, revenue would have been RMB 159.952 billion (US$24.413 billion), representing a year-on-year increase of 40%.</li><li><b>Alibaba reported an operating loss of RMB 7.663 billion (US$1.17 billion) for the quarter, mainly due to a RMB 18.228 billion (US$2.782 billion) fine imposed by the State Administration for Market Regulation under China's Anti-Monopoly Law.</b>。 Excluding this one-time impact, our operating profit was RMB10.565 billion (US$1.612 billion), representing a year-on-year increase of 48%.</li></ul><img src=\"https://static.tigerbbs.com/813b554fe1d8b36f4724739911d359db\" tg-width=\"800\" tg-height=\"557\" referrerpolicy=\"no-referrer\"></p><p><b>FY2021 Full Year (ended 31 March 2021)</b></p><p><ul><li>Revenue:<b>RMB 717.289 billion, up 41% year-on-year</b>； Expected: 709.233 billion yuan.</li><li>Excluding the impact of the merger of Sun Art Retail since October 2020, revenue would have been RMB674.42 billion (US$102.937 billion), representing a year-on-year increase of 32%.</li><li>Net profit attributable to shareholders for fiscal year 2021 was RMB 150.308 billion (US$22.941 billion), and net profit was RMB 143.284 billion (US$21.869 billion).</li><li>Excluding certain items such as antitrust fines and Ant Group-related share-based incentive expenses, non-GAAP net profit was RMB 171.985 billion (US$26.25 billion), a year-on-year increase of 30%.</li><li>Earnings per share for fiscal year 2021 were RMB 54.7, compared to market expectations of RMB 58.51 and RMB 55.93 in the same period last year.</li></ul><img src=\"https://static.tigerbbs.com/363f43691583bf8ca183754ec49cdd3b\" tg-width=\"800\" tg-height=\"562\" referrerpolicy=\"no-referrer\"></p><p><b>Executive Interpretation</b></p><p>Alibaba Chairman and CEO Daniel Zhang: We have high expectations for China's consumption-driven economic growth. We will continue to focus on user experience and concentrate on creating customer value through innovation, thereby fulfilling our mission of making business easy in the digital age. Alibaba Group reached the historic milestone of 1 billion annual active consumers worldwide in fiscal year 2021. Our overall business is growing strongly on a healthy foundation, and the Alibaba ecosystem also achieved a new record GMV of US$1.2 trillion this fiscal year.</p><p>Alibaba CFO Wu Wei: Our revenue in fiscal year 2021 exceeded our annual revenue guidance, achieving strong year-on-year growth of 32% (excluding the consolidation of the newly acquired Sun Art Retail). This was driven by the strong performance of our core businesses and the continued growth of Alibaba Cloud.</p><p><img src=\"https://static.tigerbbs.com/572fe970d9ce420ef138b95fdca1c20d\" tg-width=\"550\" tg-height=\"2667\" 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>Alibaba's financial report: First quarterly loss, record full-year GMV</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nAlibaba's financial report: First quarterly loss, record full-year GMV\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-05-13 19:17</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On May 13,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>The Group released its financial results for the fourth quarter and full year of fiscal year 2021.</p><p><b>general situation</b></p><p>·<b>Milestones: Global annual active consumers reached 1 billion in fiscal year 2021, and Alibaba's ecosystem GMV reached RMB 8.119 trillion.</b>。</p><p>• The annual active consumers in China's retail market were 811 million, an increase of 85 million compared to the 12 months ended March 31, 2020. China's retail market performed steadily, with Taobao's GMV growth accelerating in the fourth quarter, and Taobao Live's fiscal year GMV exceeding 500 billion yuan.</p><p><img src=\"https://static.tigerbbs.com/7221fbd8f9f1f9dbb68fbfe8c1afb2b7\" tg-width=\"800\" tg-height=\"181\" referrerpolicy=\"no-referrer\"></p><p>• Significant growth driven by multiple engines: Cainiao continued its high growth, with a full-year growth of 68%; Cloud computing revenue for the full fiscal year increased by 50% year-on-year to RMB 60.12 billion, maintaining the previous steady growth momentum.</p><p>The company reported a quarterly operating loss of 7.663 billion yuan, its first quarterly loss since Alibaba's IPO, which the company said was mainly due to fines imposed in antitrust investigations.</p><p><b>Key Financial Information</b></p><p><b>Fourth quarter of fiscal year 2021 (January-March 2021)</b></p><p><ul><li>Revenue:<b>RMB 187.395 billion, up 64% year-on-year</b>； Expected: 178.18 billion yuan.</li><li>Excluding the impact of the merger with Sun Art Retail, revenue would have been RMB 159.952 billion (US$24.413 billion), representing a year-on-year increase of 40%.</li><li><b>Alibaba reported an operating loss of RMB 7.663 billion (US$1.17 billion) for the quarter, mainly due to a RMB 18.228 billion (US$2.782 billion) fine imposed by the State Administration for Market Regulation under China's Anti-Monopoly Law.</b>。 Excluding this one-time impact, our operating profit was RMB10.565 billion (US$1.612 billion), representing a year-on-year increase of 48%.</li></ul><img src=\"https://static.tigerbbs.com/813b554fe1d8b36f4724739911d359db\" tg-width=\"800\" tg-height=\"557\" referrerpolicy=\"no-referrer\"></p><p><b>FY2021 Full Year (ended 31 March 2021)</b></p><p><ul><li>Revenue:<b>RMB 717.289 billion, up 41% year-on-year</b>； Expected: 709.233 billion yuan.</li><li>Excluding the impact of the merger of Sun Art Retail since October 2020, revenue would have been RMB674.42 billion (US$102.937 billion), representing a year-on-year increase of 32%.</li><li>Net profit attributable to shareholders for fiscal year 2021 was RMB 150.308 billion (US$22.941 billion), and net profit was RMB 143.284 billion (US$21.869 billion).</li><li>Excluding certain items such as antitrust fines and Ant Group-related share-based incentive expenses, non-GAAP net profit was RMB 171.985 billion (US$26.25 billion), a year-on-year increase of 30%.</li><li>Earnings per share for fiscal year 2021 were RMB 54.7, compared to market expectations of RMB 58.51 and RMB 55.93 in the same period last year.</li></ul><img src=\"https://static.tigerbbs.com/363f43691583bf8ca183754ec49cdd3b\" tg-width=\"800\" tg-height=\"562\" referrerpolicy=\"no-referrer\"></p><p><b>Executive Interpretation</b></p><p>Alibaba Chairman and CEO Daniel Zhang: We have high expectations for China's consumption-driven economic growth. We will continue to focus on user experience and concentrate on creating customer value through innovation, thereby fulfilling our mission of making business easy in the digital age. Alibaba Group reached the historic milestone of 1 billion annual active consumers worldwide in fiscal year 2021. Our overall business is growing strongly on a healthy foundation, and the Alibaba ecosystem also achieved a new record GMV of US$1.2 trillion this fiscal year.</p><p>Alibaba CFO Wu Wei: Our revenue in fiscal year 2021 exceeded our annual revenue guidance, achieving strong year-on-year growth of 32% (excluding the consolidation of the newly acquired Sun Art Retail). This was driven by the strong performance of our core businesses and the continued growth of Alibaba Cloud.</p><p><img src=\"https://static.tigerbbs.com/572fe970d9ce420ef138b95fdca1c20d\" tg-width=\"550\" tg-height=\"2667\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195138527","content_text":"5月13日，阿里巴巴集团发布2021财年四季度及全年财报。概况·里程碑：2021全财年全球年度活跃消费者达10亿，阿里巴巴生态体系GMV达到8.119万亿元人民币。·中国零售市场年度活跃消费者为8.11亿，较截至2020年3月31日止12个月增加8,500万。中国零售市场表现稳健，四季度淘宝GMV增长加快，淘宝直播财年GMV超5000亿元。·多引擎驱动增长明显：菜鸟持续高增长，全财年增长68%；云计算业务全财年收入同比增长50%，达到601.2亿元，维持此前稳中有升的发展势头。·公司季度经营亏损76.63亿，为阿里上市以来的首次季度亏损，公司称这主要受反垄断调查的罚款影响。主要财务情况2021财年四季度（2021年1月-3月）营收：人民币1873.95亿元，同比增长64%；预期：1781.80亿元。若不考虑合并高鑫零售的影响，收入为人民币1,599.52亿元（244.13亿美元），将同比增长40%。阿里巴巴本季度经营亏损为人民币76.63亿元（11.70亿美元），主要由于国家市场监督管理总局就中国反垄断法处以罚款人民币182.28亿元（27.82亿美元）。剔除该一次性影响，我们的经营利润为人民币105.65亿元（16.12亿美元），同比增长48%。2021财年全年（截至2021年3月31日止）营收：人民币7172.89亿元，同比增长41%；预期：7092.33亿元。若不考虑自2020年10月开始合并高鑫零售的影响，则收入为人民币6,744.20亿元（1,029.37亿美元），将同比增长32%。2021财年归属股东净利润为人民币1503.08亿元（229.41亿美元），净利润为人民币1432.84亿元（218.69亿美元）。剔除反垄断法罚款及蚂蚁集团相关股权激励费用等若干项目，non-GAAP净利润为人民币1719.85亿元（262.5亿美元），同比增长30%。2021财年每股盈利人民币54.7元，市场预期58.51元，去年同期55.93元。高管解读阿里巴巴董事会主席兼首席执行官张勇：我们对中国消费驱动的经济增长充满期待。我们将继续聚焦用户体验，专注于通过创新创造客户价值，从而实践在数字时代让天下没有难做的生意之使命。阿里巴巴集团于2021财年达到了全球年度活跃消费者10亿的历史性里程碑。我们的整体业务在健康的基础上强劲增长，阿里巴巴生态体系于本财年也实现了1.2万亿美元GMV的新纪录。阿里巴巴首席财务官武卫︰我们在2021财年的收入超过了年度收入指引，实现了同比32%的强劲增长（不含新收购的高鑫零售并表）。这是由于我们核心商业的强劲表现及阿里云的持续增长所推动。","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":2632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106913272,"gmtCreate":1620083773396,"gmtModify":1704338261914,"author":{"id":"3567570068519334","authorId":"3567570068519334","name":"胜利曙光","avatar":"https://static.tigerbbs.com/ef4fea1c9347fef2d43cbf3fa476b33e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567570068519334","authorIdStr":"3567570068519334"},"themes":[],"title":"","htmlText":"Buy? Sell? Or hold?","listText":"Buy? Sell? Or hold?","text":"Buy? Sell? Or hold?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106913272","repostId":"2132595889","repostType":2,"isVote":1,"tweetType":1,"viewCount":2474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371405145,"gmtCreate":1618964144887,"gmtModify":1704717502296,"author":{"id":"3567570068519334","authorId":"3567570068519334","name":"胜利曙光","avatar":"https://static.tigerbbs.com/ef4fea1c9347fef2d43cbf3fa476b33e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567570068519334","authorIdStr":"3567570068519334"},"themes":[],"title":"","htmlText":"OMG!","listText":"OMG!","text":"OMG!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/371405145","repostId":"1106533725","repostType":4,"repost":{"id":"1106533725","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1618963020,"share":"https://ttm.financial/m/news/1106533725?lang=en_US&edition=fundamental","pubTime":"2021-04-21 07:57","market":"sh","language":"zh","title":"Last night and this morning: COVID-19 concerns resurfaced, with European and American stock markets closing lower across the board.","url":"https://stock-news.laohu8.com/highlight/detail?id=1106533725","media":"老虎资讯综合","summary":"摘要：美股全线收跌，纳指跌近1% ，新冠疫情担忧卷土重来，美油大幅收跌1.5％。鲍威尔表示，美国今年通胀可能会偏高，但美联储有能力应对。日本或将再宣布 4 个县进入准紧急状态。推荐相关：一文看懂苹果春","content":"<p>Abstract:</p><p>U.S. stocks closed lower across the board, with the Nasdaq down nearly 1%. Concerns about the COVID-19 pandemic resurfaced, and U.S. crude oil closed sharply down 1.5%. Powell stated that U.S. inflation may be high this year, but the Federal Reserve is capable of coping. Japan may declare a quasi-state of emergency in four more prefectures. Recommended related:<a href=\"https://laohu8.com/NW/1178739590\" target=\"_blank\">One article to understand Apple's spring event: more than just the purple iPhone 12</a></p><p>Overseas markets</p><p>1. All three major U.S. stock indexes closed lower on Tuesday, marking their first consecutive decline this month, with the Nasdaq Composite falling nearly 1%.</p><p>U.S. stocks closed lower on Tuesday, with major indexes declining for the second consecutive trading day. Strong corporate earnings reports failed to boost U.S. stocks, which were already at near-record highs, to continue their upward trend. The alarming increase in global COVID-19 cases, coupled with the persistently high number of new daily infections in the United States, has raised market concerns about the prospects for economic recovery. At the close of trading, the Nasdaq fell 0.92%, the Dow Jones Industrial Average fell 0.75%, and the S&P 500 fell 0.68%.</p><p>2. Most popular Chinese concept stocks closed lower on Tuesday, with Xunniao Software's IPO surging over 50% on its first day.</p><p>Most popular Chinese concept stocks fell, while Xunniao Software rose 50% on its first day of trading.<a href=\"https://laohu8.com/S/KXIN\">Happy Auto</a>It fell 11.4%.<a href=\"https://laohu8.com/S/JD\">JD.com</a>It fell more than 3%.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>It fell by more than 2%.</p><p>3. European stocks closed lower across the board on Tuesday as COVID-19 concerns resurfaced.</p><p>All three major European stock indices closed lower, with France's CAC40 down 2.09%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell 2%, and the German DAX index fell 1.55%. Europe's Stoxx 600 index fell 2%, poised for its biggest single-day drop since December last year.</p><p>4. The sharp deepening of the COVID-19 pandemic in India caused US crude oil prices to close down 1.5%! Markets await US inventory data</p><p>The worsening COVID-19 situation in many regions exacerbated market concerns, causing oil prices to turn lower in the middle of the day. Ultimately, WTI May crude oil futures closed down $0.94, or 1.48%, at $62.44 a barrel. Brent crude oil futures for June delivery closed down $0.48, or 0.71%, at $66.57 a barrel.</p><p>5. US Treasury yields continued to decline, pushing gold prices up 0.4% at the close.</p><p>Gold futures prices closed slightly higher on Tuesday, boosted by a weaker dollar and a decline in U.S. Treasury Bond yields. Gold futures for June delivery on the New York Mercantile Exchange rose $7.80 to settle at $1,778.40 an ounce, a gain of 0.4%, after the contract closed down 0.5% in trading on Monday.</p><p>International macro</p><p>1、<a href=\"https://laohu8.com/NW/2129828861\" target=\"_blank\">Powell: US inflation may be high this year, but the Federal Reserve is capable of coping.</a></p><p>According to reports, Florida Republican Senator Rick Scott wrote to Federal Reserve Chairman Jerome Powell in March of this year, in which Scott expressed concerns about rising inflation. Powell replied on April 8, and the details of the letter were released to the public on April 20 local time.</p><p>2、<a href=\"https://laohu8.com/NW/2129828371\" target=\"_blank\">Indian Prime Minister Narendra Modi: No nationwide lockdown will be implemented in response to the second wave of COVID-19.</a></p><p>Indian Prime Minister Narendra Modi said in a televised address on the evening of the 20th that India is currently fighting a second wave of the COVID-19 pandemic, but will not impose a nationwide lockdown.</p><p>3、<a href=\"https://laohu8.com/NW/2127316043\" target=\"_blank\">Powell: Most members of the Federal Reserve believe a rate hike is not possible until 2024.</a></p><p>Federal Reserve Chairman Jerome Powell wrote to U.S. Senator Rick Scott, stating that given that labor penetration is lower than it was before the COVID-19 pandemic, the U.S. unemployment rate is expected to underestimate the employment gap.</p><p>4、<a href=\"https://laohu8.com/NW/1149371981\" target=\"_blank\">Big short seller Schiff: US Treasury Bond is a \"Ponzi scheme,\" and inflation will cost investors everything.</a></p><p>Renowned financial commentator and investor Peter Schiff believes that Treasury Bond' financing was actually a giant Ponzi scheme.</p><p>5. Dogecoin's market capitalization reached $50 billion, exceeding...<a href=\"https://laohu8.com/S/F\">Ford Motor</a>and<a href=\"https://laohu8.com/S/KHC\">Kraft Heinz</a></p><p>When it was created, it was treated as a joke, but Dogecoin is now not to be underestimated. According to data from CoinMarketCap.com, after rising 400% in the past week, Dogecoin's total market capitalization has reached approximately $50 billion.</p><p>6、<a href=\"https://laohu8.com/S/ISFFF\">eat</a>shell<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>In terms of compensation system, the base salaries of Buffett's two successors are the highest in the United States.</p><p>American Institutional Shareholder<a href=\"https://laohu8.com/S/ISFFF\">eat</a>Investors were recently advised not to vote for Warren Buffett's companies.<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Four directors of Berkshire Hathaway have condemned the company's executive compensation policy.</p><p>7. After surging 400% in a week, where will Dogecoin go? Senior trader: It will likely disappear</p><p>Dogecoin loyalists have declared April 20th as \"Doge Day,\" but on Wall Street, having your own Day does not guarantee its legitimacy or sustainability.</p><p>8. Billionaire Novogratz: Dogecoin and Bitcoin are both soaring, but there are fundamental differences.</p><p>While both Bitcoin and Dogecoin have seen strong gains this year, their designs and risk profiles are very different, well-known crypto bull Mike Novogratz emphasized on Tuesday.</p><p>9. US President Biden plans to announce new carbon emissions targets this week, aiming to reduce emissions by at least half by 2030.</p><p>U.S. President Joe Biden plans to announce new carbon emissions targets this week, aiming to reduce emissions by at least half by 2030.</p><p>10. Japan may declare a quasi-state of emergency in four more prefectures. The outside world: Can the Olympics still be held?</p><p>According to Reuters, Japan will announce on the 16th that it will expand its quasi-emergency state to 10 regions as the fourth wave of the COVID-19 pandemic spreads, raising doubts about whether the Tokyo Olympics can be held smoothly.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2129840686\" target=\"_blank\">Tesla's supply chain orders suggest a target of 1 million vehicles for 2021.</a></p><p>Although<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The company has remained tight-lipped about its actual vehicle production and delivery targets for 2021, but updates to its supply chain indicate that the electric vehicle manufacturer's goal is an incredible number. According to recent reports from some Tesla suppliers, the company appears to be aiming to reach 1 million vehicles by 2021.</p><p>2、<a href=\"https://laohu8.com/NW/2129182822\" target=\"_blank\">Apple's stock price closed down more than 1% after unveiling AirTag, colorful iMac, and other products at its spring event.</a></p><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>Shares closed down 1.28% at $133.11 on Tuesday, after falling more than 2% at one point during the session. Previously, the company held its 2021 spring launch event, introducing products such as the next-generation iMac all-in-one, iPad Pro tablet, and AirTag tracker accessories.</p><p>3、<a href=\"https://laohu8.com/NW/2129231758\" target=\"_blank\">Another one! International daily chemical giant Procter & Gamble will raise product prices in September.</a></p><p>International daily chemical giant<a href=\"https://laohu8.com/S/PG\">Procter and Gamble</a>The company will begin raising prices for everyday items ranging from diapers to tampons this fall. Procter & Gamble is the latest consumer goods company to announce a price increase, and also the largest.</p><p>4、<a href=\"https://laohu8.com/NW/2129840945\" target=\"_blank\">PayPal once again supports cryptocurrencies! Its APP announced support for Bitcoin buying and selling.</a></p><p>Payment service providers<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>Venmo, its mobile payment app, announced that it will now allow users to buy, hold, and sell Bitcoin and other digital currencies, which could be a significant step toward mainstream acceptance for cryptocurrencies.</p><p>5、<a href=\"https://laohu8.com/NW/1115044994\" target=\"_blank\">Netflix's first-quarter results exceeded expectations, but new users fell far short of expectations! The stock plunged more than 10% in after-hours</a></p><p>Streaming video service giant Netflix (NASDAQ:NFLX) released its financial results for the first quarter of fiscal year 2021 after the U.S. stock market closed on Tuesday (early Wednesday morning Beijing time). The financial report shows that Netflix's first-quarter revenue was $7.163 billion, a 24.2% increase compared to $5.768 billion in the same period last year, exceeding analysts' expectations of $7.14 billion. Net income was $1.707 billion, a 141% increase compared to $709 million in the same period last year; Diluted earnings per share were $3.75, up from $1.57 in the same period last year and exceeding analysts' expectations of $2.98.</p><p>6、<a href=\"https://laohu8.com/NW/1139975816\" target=\"_blank\">Reports indicate that Zuoyebang is considering a US IPO to raise at least $500 million.</a></p><p>According to sources familiar with the matter, Zuoyebang, a Chinese online tutoring platform, is considering an IPO (initial public offering) in the United States, which may raise at least $500 million.</p><p>7、<a href=\"https://laohu8.com/NW/2129828423\" target=\"_blank\">Xunniao Software's stock price surged over 50% on its first day of IPO on Nasdaq.</a></p><p>Beijing Customer Service<a href=\"https://laohu8.com/S/300024\">Robot</a>Infobird listed on Nasdaq on Tuesday under the ticker symbol IFBD. It opened 75% higher at $7 on its first day of trading, with an IPO price of $4 per ADS. At the close of trading, the company's stock price was $6.03, up 50.75%.</p><p>8、<a href=\"https://laohu8.com/NW/2129584726\" target=\"_blank\">Boeing announced it would extend CEO Calhoun's retirement age to 70, causing its stock price to close down more than 4%.</a></p><p>Dave Calhoun is<a href=\"https://laohu8.com/S/BA\">boeing</a>The CEO, who had the worst year in the company's history, will now confirm his retention in an attempt to lead the aerospace giant's rebound for the foreseeable future.</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>Last night and this morning: COVID-19 concerns resurfaced, with European and American stock markets closing lower across the board.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nLast night and this morning: COVID-19 concerns resurfaced, with European and American stock markets closing lower across the board.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-04-21 07:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Abstract:</p><p>U.S. stocks closed lower across the board, with the Nasdaq down nearly 1%. Concerns about the COVID-19 pandemic resurfaced, and U.S. crude oil closed sharply down 1.5%. Powell stated that U.S. inflation may be high this year, but the Federal Reserve is capable of coping. Japan may declare a quasi-state of emergency in four more prefectures. Recommended related:<a href=\"https://laohu8.com/NW/1178739590\" target=\"_blank\">One article to understand Apple's spring event: more than just the purple iPhone 12</a></p><p>Overseas markets</p><p>1. All three major U.S. stock indexes closed lower on Tuesday, marking their first consecutive decline this month, with the Nasdaq Composite falling nearly 1%.</p><p>U.S. stocks closed lower on Tuesday, with major indexes declining for the second consecutive trading day. Strong corporate earnings reports failed to boost U.S. stocks, which were already at near-record highs, to continue their upward trend. The alarming increase in global COVID-19 cases, coupled with the persistently high number of new daily infections in the United States, has raised market concerns about the prospects for economic recovery. At the close of trading, the Nasdaq fell 0.92%, the Dow Jones Industrial Average fell 0.75%, and the S&P 500 fell 0.68%.</p><p>2. Most popular Chinese concept stocks closed lower on Tuesday, with Xunniao Software's IPO surging over 50% on its first day.</p><p>Most popular Chinese concept stocks fell, while Xunniao Software rose 50% on its first day of trading.<a href=\"https://laohu8.com/S/KXIN\">Happy Auto</a>It fell 11.4%.<a href=\"https://laohu8.com/S/JD\">JD.com</a>It fell more than 3%.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>It fell by more than 2%.</p><p>3. European stocks closed lower across the board on Tuesday as COVID-19 concerns resurfaced.</p><p>All three major European stock indices closed lower, with France's CAC40 down 2.09%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell 2%, and the German DAX index fell 1.55%. Europe's Stoxx 600 index fell 2%, poised for its biggest single-day drop since December last year.</p><p>4. The sharp deepening of the COVID-19 pandemic in India caused US crude oil prices to close down 1.5%! Markets await US inventory data</p><p>The worsening COVID-19 situation in many regions exacerbated market concerns, causing oil prices to turn lower in the middle of the day. Ultimately, WTI May crude oil futures closed down $0.94, or 1.48%, at $62.44 a barrel. Brent crude oil futures for June delivery closed down $0.48, or 0.71%, at $66.57 a barrel.</p><p>5. US Treasury yields continued to decline, pushing gold prices up 0.4% at the close.</p><p>Gold futures prices closed slightly higher on Tuesday, boosted by a weaker dollar and a decline in U.S. Treasury Bond yields. Gold futures for June delivery on the New York Mercantile Exchange rose $7.80 to settle at $1,778.40 an ounce, a gain of 0.4%, after the contract closed down 0.5% in trading on Monday.</p><p>International macro</p><p>1、<a href=\"https://laohu8.com/NW/2129828861\" target=\"_blank\">Powell: US inflation may be high this year, but the Federal Reserve is capable of coping.</a></p><p>According to reports, Florida Republican Senator Rick Scott wrote to Federal Reserve Chairman Jerome Powell in March of this year, in which Scott expressed concerns about rising inflation. Powell replied on April 8, and the details of the letter were released to the public on April 20 local time.</p><p>2、<a href=\"https://laohu8.com/NW/2129828371\" target=\"_blank\">Indian Prime Minister Narendra Modi: No nationwide lockdown will be implemented in response to the second wave of COVID-19.</a></p><p>Indian Prime Minister Narendra Modi said in a televised address on the evening of the 20th that India is currently fighting a second wave of the COVID-19 pandemic, but will not impose a nationwide lockdown.</p><p>3、<a href=\"https://laohu8.com/NW/2127316043\" target=\"_blank\">Powell: Most members of the Federal Reserve believe a rate hike is not possible until 2024.</a></p><p>Federal Reserve Chairman Jerome Powell wrote to U.S. Senator Rick Scott, stating that given that labor penetration is lower than it was before the COVID-19 pandemic, the U.S. unemployment rate is expected to underestimate the employment gap.</p><p>4、<a href=\"https://laohu8.com/NW/1149371981\" target=\"_blank\">Big short seller Schiff: US Treasury Bond is a \"Ponzi scheme,\" and inflation will cost investors everything.</a></p><p>Renowned financial commentator and investor Peter Schiff believes that Treasury Bond' financing was actually a giant Ponzi scheme.</p><p>5. Dogecoin's market capitalization reached $50 billion, exceeding...<a href=\"https://laohu8.com/S/F\">Ford Motor</a>and<a href=\"https://laohu8.com/S/KHC\">Kraft Heinz</a></p><p>When it was created, it was treated as a joke, but Dogecoin is now not to be underestimated. According to data from CoinMarketCap.com, after rising 400% in the past week, Dogecoin's total market capitalization has reached approximately $50 billion.</p><p>6、<a href=\"https://laohu8.com/S/ISFFF\">eat</a>shell<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>In terms of compensation system, the base salaries of Buffett's two successors are the highest in the United States.</p><p>American Institutional Shareholder<a href=\"https://laohu8.com/S/ISFFF\">eat</a>Investors were recently advised not to vote for Warren Buffett's companies.<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Four directors of Berkshire Hathaway have condemned the company's executive compensation policy.</p><p>7. After surging 400% in a week, where will Dogecoin go? Senior trader: It will likely disappear</p><p>Dogecoin loyalists have declared April 20th as \"Doge Day,\" but on Wall Street, having your own Day does not guarantee its legitimacy or sustainability.</p><p>8. Billionaire Novogratz: Dogecoin and Bitcoin are both soaring, but there are fundamental differences.</p><p>While both Bitcoin and Dogecoin have seen strong gains this year, their designs and risk profiles are very different, well-known crypto bull Mike Novogratz emphasized on Tuesday.</p><p>9. US President Biden plans to announce new carbon emissions targets this week, aiming to reduce emissions by at least half by 2030.</p><p>U.S. President Joe Biden plans to announce new carbon emissions targets this week, aiming to reduce emissions by at least half by 2030.</p><p>10. Japan may declare a quasi-state of emergency in four more prefectures. The outside world: Can the Olympics still be held?</p><p>According to Reuters, Japan will announce on the 16th that it will expand its quasi-emergency state to 10 regions as the fourth wave of the COVID-19 pandemic spreads, raising doubts about whether the Tokyo Olympics can be held smoothly.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2129840686\" target=\"_blank\">Tesla's supply chain orders suggest a target of 1 million vehicles for 2021.</a></p><p>Although<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The company has remained tight-lipped about its actual vehicle production and delivery targets for 2021, but updates to its supply chain indicate that the electric vehicle manufacturer's goal is an incredible number. According to recent reports from some Tesla suppliers, the company appears to be aiming to reach 1 million vehicles by 2021.</p><p>2、<a href=\"https://laohu8.com/NW/2129182822\" target=\"_blank\">Apple's stock price closed down more than 1% after unveiling AirTag, colorful iMac, and other products at its spring event.</a></p><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>Shares closed down 1.28% at $133.11 on Tuesday, after falling more than 2% at one point during the session. Previously, the company held its 2021 spring launch event, introducing products such as the next-generation iMac all-in-one, iPad Pro tablet, and AirTag tracker accessories.</p><p>3、<a href=\"https://laohu8.com/NW/2129231758\" target=\"_blank\">Another one! International daily chemical giant Procter & Gamble will raise product prices in September.</a></p><p>International daily chemical giant<a href=\"https://laohu8.com/S/PG\">Procter and Gamble</a>The company will begin raising prices for everyday items ranging from diapers to tampons this fall. Procter & Gamble is the latest consumer goods company to announce a price increase, and also the largest.</p><p>4、<a href=\"https://laohu8.com/NW/2129840945\" target=\"_blank\">PayPal once again supports cryptocurrencies! Its APP announced support for Bitcoin buying and selling.</a></p><p>Payment service providers<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>Venmo, its mobile payment app, announced that it will now allow users to buy, hold, and sell Bitcoin and other digital currencies, which could be a significant step toward mainstream acceptance for cryptocurrencies.</p><p>5、<a href=\"https://laohu8.com/NW/1115044994\" target=\"_blank\">Netflix's first-quarter results exceeded expectations, but new users fell far short of expectations! The stock plunged more than 10% in after-hours</a></p><p>Streaming video service giant Netflix (NASDAQ:NFLX) released its financial results for the first quarter of fiscal year 2021 after the U.S. stock market closed on Tuesday (early Wednesday morning Beijing time). The financial report shows that Netflix's first-quarter revenue was $7.163 billion, a 24.2% increase compared to $5.768 billion in the same period last year, exceeding analysts' expectations of $7.14 billion. Net income was $1.707 billion, a 141% increase compared to $709 million in the same period last year; Diluted earnings per share were $3.75, up from $1.57 in the same period last year and exceeding analysts' expectations of $2.98.</p><p>6、<a href=\"https://laohu8.com/NW/1139975816\" target=\"_blank\">Reports indicate that Zuoyebang is considering a US IPO to raise at least $500 million.</a></p><p>According to sources familiar with the matter, Zuoyebang, a Chinese online tutoring platform, is considering an IPO (initial public offering) in the United States, which may raise at least $500 million.</p><p>7、<a href=\"https://laohu8.com/NW/2129828423\" target=\"_blank\">Xunniao Software's stock price surged over 50% on its first day of IPO on Nasdaq.</a></p><p>Beijing Customer Service<a href=\"https://laohu8.com/S/300024\">Robot</a>Infobird listed on Nasdaq on Tuesday under the ticker symbol IFBD. It opened 75% higher at $7 on its first day of trading, with an IPO price of $4 per ADS. At the close of trading, the company's stock price was $6.03, up 50.75%.</p><p>8、<a href=\"https://laohu8.com/NW/2129584726\" target=\"_blank\">Boeing announced it would extend CEO Calhoun's retirement age to 70, causing its stock price to close down more than 4%.</a></p><p>Dave Calhoun is<a href=\"https://laohu8.com/S/BA\">boeing</a>The CEO, who had the worst year in the company's history, will now confirm his retention in an attempt to lead the aerospace giant's rebound for the foreseeable future.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106533725","content_text":"摘要：美股全线收跌，纳指跌近1% ，新冠疫情担忧卷土重来，美油大幅收跌1.5％。鲍威尔表示，美国今年通胀可能会偏高，但美联储有能力应对。日本或将再宣布 4 个县进入准紧急状态。推荐相关：一文看懂苹果春季发布会，不止紫色iPhone12海外市场1、美股三大指数周二全线收跌，本月首度录得两连跌，纳指跌近1%美股周二收跌，主要股指连续第二个交易日下滑。强劲的企业财报未能提振已处在接近纪录高位的美股继续上行。全球新冠病例惊人增长，美国每日新增感染病例数居高不下，令市场担忧经济复苏前景。截至收盘，纳斯达克指数跌0.92%，道琼斯指数跌0.75%，标普500指数跌0.68%。2、热门中概股周二收盘多数走低 讯鸟软件IPO首日涨超50%热门中概股多数下跌，讯鸟软件上市首日涨50%，开心汽车跌11.4%。京东跌超3%，阿里巴巴跌超2%。3、新冠疫情担忧卷土重来 欧股周二全线收跌欧洲三大股指全线收跌，法国CAC40指数跌2.09%，英国富时100指数跌2%，德国DAX指数跌1.55%。欧洲斯托克600指数跌2%，势创去年12月以来的最大单日跌幅。4、印度疫情急剧加深，推动美油大幅收跌1.5％！市场等待美国库存数据多地疫情恶化加剧市场担忧，致两油盘中转跌。最终，WTI5月原油期货收跌0.94美元，跌幅1.48%，报62.44美元/桶。布伦特6月原油期货收跌0.48美元，跌幅0.71%，报66.57美元/桶。5、美债收益率继续回落，推动金价收盘上涨0.4％黄金期货价格周二收盘小幅上涨，原因是受到美元疲软和美国国债收益率回落的提振。纽约商品交易所6月份交割的黄金期货价格上涨7.80美元，报收于每盎司1778.40美元，涨幅为0.4%，此前该合约在周一的交易中收盘下跌0.5%。国际宏观1、鲍威尔：美国今年通胀可能会偏高 但美联储有能力应对据报道，佛罗里达州共和党参议员Rick Scott曾于今年3月致信美联储主席鲍威尔，Scott在信中表达了对通胀上升的担忧，鲍威尔于4月8日回信，信函的具体内容于当地时间4月20日对外公布。2、印度总理莫迪：针对第二波新冠疫情不会实施全国封锁印度总理莫迪20日晚发表电视讲话说，印度目前正在与第二波新冠疫情做斗争，但不会在全国实施封锁。3、鲍威尔：美联储大多数成员认为要到2024年才可能加息美联储主席鲍威尔致函美国国会参议院里克·斯科特(Rick Scott)称：鉴于劳动力渗透性低于新冠肺炎疫情爆发之前的水平，预计美国失业率低估了就业缺口问题。4、大空头席夫：美国国债就是“庞氏骗局”，通胀将让投资者血本无归著名财经评论家、投资人席夫（Peter Schiff）认为，美国国债的融资其实就是个巨大的庞氏骗局。5、狗狗币市值达到500亿美元 超过福特汽车和卡夫亨氏创建的时候被当作一个玩笑，但狗狗币现在已经不容小觑。根据CoinMarketCap.com的数据，过去一周上涨400%之后，狗狗币总市值达到约500亿美元。6、ISS炮轰伯克希尔薪酬体系，巴菲特两大接班人基本工资已冠绝全美美国机构股东服务公司（ISS）日前建议投资者不要投票给沃伦·巴菲特（Warren Buffett）旗下伯克希尔哈撒韦公司（Berkshire Hathaway）的四名董事，以谴责该公司的高管薪酬政策。7、一周飙升400％，狗狗币将走向何方？资深交易员：很可能会不复存在狗狗币的忠实信徒宣布4月20日为“狗狗日”（Doge Day），但在华尔街，拥有属于自己的一天并不能保证其合法性，也不能保证其可持续生存能力。8、亿万富豪诺沃格拉茨：狗狗币与比特币都在飙升 却存在本质区别加密货币知名多头迈克-诺沃格拉茨（Mike Novogratz）周二强调说，虽然比特币和狗狗币（Dogecoin）今年都强势上涨，但它们的设计和风险状况却大不相同。9、美国总统拜登计划本周宣布新的碳排放目标，拜登计划在2030年前将（碳）排放量至少减少一半。美国总统拜登计划本周宣布新的碳排放目标，拜登计划在2030年前将（碳）排放量至少减少一半。10、日本或将再宣布 4 个县进入准紧急状态 外界：奥运会还能办吗？据路透社报道，随着第四波新冠疫情的蔓延，日本将于 16 日宣布将准紧急状态扩大到 10 个地区，这使得人们怀疑东京奥运会能否顺利举行。公司新闻1、特斯拉的供应链订单暗示：2021年汽车销售目标为100万辆尽管特斯拉对2021年的实际汽车生产和交付目标三缄其口，但该公司供应链的更新表明，这家电动汽车制造商的目标是一个令人难以置信的数字。根据特斯拉的一些供应商最近的报告，该公司的目标似乎是在2021年达到100万辆。2、苹春季发布会推出AirTag、多彩iMac等产品 股价收跌逾1%苹果股价周二收盘下跌1.28%，报133.11美元，盘中跌幅一度超过2%。此前该公司举办2021年度春季发布会，推出新一代iMac一体机、iPad Pro平板电脑、AirTag追踪器配件等产品。3、又一家！国际日化巨头宝洁将在9月份上调旗下产品价格国际日化巨头宝洁公司今年秋季将开始提高从尿布到卫生棉条等日常用品的价格。宝洁是最新一家宣布涨价的消费品公司，也是规模最大的一家。4、PayPal再次力挺加密货币！旗下APP宣布支持比特币买卖交易支付服务提供商PayPal旗下的移动支付应用Venmo宣布，该应用现在将允许用户购买、持有和出售比特币和其他数字货币，这可能是加密货币朝着被主流认可而迈出的重要一步。5、奈飞第一季度业绩超预期，但新增用户远不及预期！盘后暴跌逾10％流媒体视频服务巨头奈飞（NASDAQ:NFLX）在美股市场周二收盘（北京时间周三凌晨）以后公布了该公司的2021财年第一季度财报。这份财报显示，奈飞第一季度营收为71.63亿美元，与去年同期的57.68亿美元相比增长24.2%，超出分析师预期的71.4亿美元；净利润为17.07亿美元，与去年同期7.09亿美元相比增长141%；每股摊薄收益为3.75美元，高于去年同期的1.57美元，超出分析师预期的2.98美元。6、消息称作业帮正在考虑美国IPO，筹资至少5亿美元据熟知内情的消息人士透露，中国在线辅导平台作业帮正考虑在美国IPO（首次公开募股）上市，可能将筹集至少5亿美元资金。7、讯鸟软件登陆纳斯达克 IPO首日飙升逾50%北京客服机器人公司讯鸟软件（Infobird）周二登陆纳斯达克，股票代码为IFBD，IPO首日开盘上涨75%，报7美元，IPO发行价为每ADS 4美元。截至收盘，该公司股价报6.03美元，涨幅50.75%。8、波音宣布延长CEO卡尔霍恩退休年龄至70岁，股价收跌逾4%戴夫·卡尔霍恩（Dave Calhoun）是波音公司有史以来所经历最糟糕一个年头的首席执行官，但如今他将确认留任，以试图在可预见的未来引领这家航空航天巨头的反弹。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354482853,"gmtCreate":1617196967772,"gmtModify":1704697093372,"author":{"id":"3567570068519334","authorId":"3567570068519334","name":"胜利曙光","avatar":"https://static.tigerbbs.com/ef4fea1c9347fef2d43cbf3fa476b33e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567570068519334","authorIdStr":"3567570068519334"},"themes":[],"title":"","htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/354482853","repostId":"1185840581","repostType":4,"isVote":1,"tweetType":1,"viewCount":2508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351461030,"gmtCreate":1616626986720,"gmtModify":1704796531717,"author":{"id":"3567570068519334","authorId":"3567570068519334","name":"胜利曙光","avatar":"https://static.tigerbbs.com/ef4fea1c9347fef2d43cbf3fa476b33e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567570068519334","authorIdStr":"3567570068519334"},"themes":[],"title":"","htmlText":"43","listText":"43","text":"43","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351461030","repostId":"351157111","repostType":1,"repost":{"id":351157111,"gmtCreate":1616578300230,"gmtModify":1704795894509,"author":{"id":"3510558082622800","authorId":"3510558082622800","name":"胖虎哒哒","avatar":"https://static.tigerbbs.com/75b95d9326c02813b7b87ba8c1eccb5a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510558082622800","authorIdStr":"3510558082622800"},"themes":[],"title":"徵集預言家，預測一下DigitalOcean首日收盤價！","htmlText":"<a href=\"https://laohu8.com/S/DOCN\">$DigitalOcean Holdings, Inc.(DOCN)$</a> 今晚上市，該公司宣佈，其IPO定價爲每股47.00美元，估值約爲56億美元。 招股信息 股票代碼：<a href=\"https://laohu8.com/S/DOCN\">$DigitalOcean Holdings, Inc.(DOCN)$</a> 上市時間：3月24日 發行規模：1650萬股普通股 發行價格：44-47美元 估值：50億美元 募資規模：7.5億美元 募資用途：一般公司用途，包括營運資金，運營支出和資本支出。 主承銷商：摩根士丹利、高盛、摩根大通、 機構持倉:IPO前，AI Droplet Holdings LLC持股爲26.55%，Andreessen Horowitz Fund III,L.P.持股爲17.52%， IA Venture Strategies Fund II, LP持股爲16.57%，Benya Uretsky持股爲7.29%，Moisey Uretsky持股爲9.03%。 看了這個定價我基本是放心了，老闆沒有最後關頭提高價格，今天晚上準備打遊戲熬夜買數據海洋了！ 懸賞999虎幣，徵集預言家，廣大虎友猜一下，你認爲數據海洋首日收盤股價多少？ 還有一個附加題（答不答都不影響贏虎幣）：今晚開盤，你會不會衝？ 今晚收盤前，猜對到個位數就可以獲得虎幣，一個人猜對999虎幣就都是你的了，多人猜對就平分。如果評論區沒人猜對，則留言的前十位平分999虎幣，每人99虎幣。 招股書分析：<a href=\"https://laohu8.com/TW/359645526\" target=\"_blank\">DigitalOcean：一家助力程序員改變世界的SaaS公司要上市了！</a> 視頻：","listText":"<a href=\"https://laohu8.com/S/DOCN\">$DigitalOcean Holdings, Inc.(DOCN)$</a> 今晚上市，該公司宣佈，其IPO定價爲每股47.00美元，估值約爲56億美元。 招股信息 股票代碼：<a href=\"https://laohu8.com/S/DOCN\">$DigitalOcean Holdings, Inc.(DOCN)$</a> 上市時間：3月24日 發行規模：1650萬股普通股 發行價格：44-47美元 估值：50億美元 募資規模：7.5億美元 募資用途：一般公司用途，包括營運資金，運營支出和資本支出。 主承銷商：摩根士丹利、高盛、摩根大通、 機構持倉:IPO前，AI Droplet Holdings LLC持股爲26.55%，Andreessen Horowitz Fund III,L.P.持股爲17.52%， IA Venture Strategies Fund II, LP持股爲16.57%，Benya Uretsky持股爲7.29%，Moisey Uretsky持股爲9.03%。 看了這個定價我基本是放心了，老闆沒有最後關頭提高價格，今天晚上準備打遊戲熬夜買數據海洋了！ 懸賞999虎幣，徵集預言家，廣大虎友猜一下，你認爲數據海洋首日收盤股價多少？ 還有一個附加題（答不答都不影響贏虎幣）：今晚開盤，你會不會衝？ 今晚收盤前，猜對到個位數就可以獲得虎幣，一個人猜對999虎幣就都是你的了，多人猜對就平分。如果評論區沒人猜對，則留言的前十位平分999虎幣，每人99虎幣。 招股書分析：<a href=\"https://laohu8.com/TW/359645526\" target=\"_blank\">DigitalOcean：一家助力程序員改變世界的SaaS公司要上市了！</a> 視頻：","text":"$DigitalOcean Holdings, Inc.(DOCN)$ 今晚上市，該公司宣佈，其IPO定價爲每股47.00美元，估值約爲56億美元。 招股信息 股票代碼：$DigitalOcean Holdings, Inc.(DOCN)$ 上市時間：3月24日 發行規模：1650萬股普通股 發行價格：44-47美元 估值：50億美元 募資規模：7.5億美元 募資用途：一般公司用途，包括營運資金，運營支出和資本支出。 主承銷商：摩根士丹利、高盛、摩根大通、 機構持倉:IPO前，AI Droplet Holdings LLC持股爲26.55%，Andreessen Horowitz Fund III,L.P.持股爲17.52%， IA Venture Strategies Fund II, LP持股爲16.57%，Benya Uretsky持股爲7.29%，Moisey Uretsky持股爲9.03%。 看了這個定價我基本是放心了，老闆沒有最後關頭提高價格，今天晚上準備打遊戲熬夜買數據海洋了！ 懸賞999虎幣，徵集預言家，廣大虎友猜一下，你認爲數據海洋首日收盤股價多少？ 還有一個附加題（答不答都不影響贏虎幣）：今晚開盤，你會不會衝？ 今晚收盤前，猜對到個位數就可以獲得虎幣，一個人猜對999虎幣就都是你的了，多人猜對就平分。如果評論區沒人猜對，則留言的前十位平分999虎幣，每人99虎幣。 招股書分析：DigitalOcean：一家助力程序員改變世界的SaaS公司要上市了！ 視頻：","images":[{"img":"https://static.tigerbbs.com/d6dad77f5921f92aa1fe966952b26878","width":"300","height":"225"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351157111","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2050,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325318828,"gmtCreate":1615863891964,"gmtModify":1704787634289,"author":{"id":"3567570068519334","authorId":"3567570068519334","name":"胜利曙光","avatar":"https://static.tigerbbs.com/ef4fea1c9347fef2d43cbf3fa476b33e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567570068519334","authorIdStr":"3567570068519334"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325318828","repostId":"1148898512","repostType":4,"repost":{"id":"1148898512","kind":"news","weMediaInfo":{"introduction":"解密财经，透视真相。为您传递第一手新鲜财经深度报道。","home_visible":1,"media_name":"棱镜","id":"91","head_image":"https://static.tigerbbs.com/ea46042fac2240098d9d976e6d67d6a8"},"pubTimestamp":1615863841,"share":"https://ttm.financial/m/news/1148898512?lang=en_US&edition=fundamental","pubTime":"2021-03-16 11:04","market":"us","language":"zh","title":"Cryptocurrency trading is better than selling cars all year round. How long can Bitcoin, where Musk sells products, remain crazy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1148898512","media":"棱镜","summary":"“我偶尔也会幻想一下，如果当初那200枚比特币没卖，现在身家也有近8000万元了。”3月14日，在比特币盘中价格一度涨破6万美元/枚大关、创下历史新高之际，投资者汪帅（化名）对作者表示。\n2013年就","content":"<p>“I sometimes fantasize that if I hadn’t sold those 200 Bitcoin coins back then, my net worth would be nearly 80 million yuan now,” investor Wang Shuai (pseudonym) told the author on March 14, when the price of each coin once broke through the $60,000 mark during trading on Bitcoin, setting a new historical high.</p><p>Wang Shuai, who came into contact with Bitcoin in 2013, entered the market with 8,000 RMB. During the cryptocurrency bull market, he increased his Bitcoin holdings from 15 to 200. He eventually sold them at the end of 2015 when the price was between 2,000 and 3,000 RMB. He used the money to make a down payment on a house and buy a car.</p><p>“However, even if I didn’t sell it then, I would definitely run away when it reached 10,000 yuan later. I’m not sure about this thing,” Wang Shuai added.</p><p>\"If I could travel back ten years, I would definitely sell my house and buy a Bitcoin.\" Under the record-high prices in Bitcoin, many netizens stopped in their tracks, regretting that they had missed the opportunity for financial freedom.</p><p>Market participants are no strangers to this scenario. Over the past decade, similar voices have appeared frequently whenever Bitcoin prices hit record highs.</p><p>In the twelve years since its inception, the price of Bitcoin has surged 24.67 million times. Even if an investor spent 100 yuan to buy Bitcoin ten years ago and holds it to this day, its market value would still exceed 5 million yuan. Neither Moutai's stock price nor Beijing's, Shanghai's, or Shenzhen's housing prices are worth mentioning compared to the gains in Bitcoin.</p><p>Since the beginning of this year, Tesla's founder, Elon Musk, and others have personally \"promoted\" products for Bitcoin, and other companies have followed suit, pushing Bitcoin prices to new highs.</p><p>But most people still find the myth of the recent surge in Bitcoin incredible. What is the logic behind it? More importantly, will Bitcoin prices, which have already \"broken through the sky,\" continue to rise?</p><p><b>Wall Street institutions become major purchasing power in Bitcoin</b></p><p>On March 15, Tesla filed a filing with the U.S. Securities and Exchange Commission showing that CEO Elon Musk and CFO each have a new title: Musk also serves as the Technoking of Tesla, and the CFO also serves as the \"Master of Coin\".</p><p><img src=\"https://static.tigerbbs.com/9f8d805dea00275bfb59d2d7597f1811\" tg-width=\"533\" tg-height=\"300\" referrerpolicy=\"no-referrer\"></p><p>This may be related to Tesla's recent move in Bitcoin. On February 8th of this year, Tesla disclosed that it had purchased Bitcoin for $1.5 billion and planned to accept customers using Bitcoin to purchase Teslas soon.</p><p>On social media, Musk has over 48 million followers and is particularly influential among the younger generation of investors. Musk's personal \"promotion\" of Bitcoin, coupled with market expectations that other companies will follow suit, has driven up Bitcoin prices.</p><p>According to market estimates, Tesla's unrealized profits from cryptocurrency trading have exceeded $900 million in just one month, which is higher than the $721 million net profit from car sales in the entire year of 2020.</p><p>Tesla's acquisition of Bitcoin has become a representative move by American corporate investors.</p><p>“When inflation rises and more companies decide to diversify a small portion of their cash balances into Bitcoin instead of cash, then the trickle flowing into Bitcoin will become a torrent.” In a letter to investors in early 2021, Bill Miller, a well-known U.S. stock market fund manager, publicly expressed his optimism about Bitcoin.</p><p>As central banks around the world ease monetary policy to mitigate the impact of the pandemic, Bitcoin, an asset independent of the central banking system, is expected to combat inflation. In particular, the recent passage of the $1.9 trillion stimulus bill in the United States is considered an important factor prompting some institutional investors to increase their allocations in Bitcoin.</p><p>Last May, Paul Tudor Jones, founder and chief investment officer of hedge fund giant Tudor Investments, said he would invest 2% of his assets in Bitcoin. He fears that the printing of money around the world to alleviate the pandemic will lead to unprecedented inflation. He likened buying Bitcoin to \"having the fastest horse\" in the upcoming inflationary race.</p><p>Bi Tongtong, editor-in-chief of the blockchain information platform PAnews, said that even though the price of Bitcoin recently hit a new high of $60,000, its total market capitalization is far less than that of gold, and it was even smaller before. \"When the basin is full, it overflows. Due to the small market size of Bitcoin, the influx of funds into Bitcoin will far exceed the rate of increase in gold under the background of global central bank easing. In addition, after the easing, funds will also favor risky assets such as Bitcoin and stocks.\"</p><p>As customer interest increases, major Wall Street investment banks have also begun to research related services to meet user needs. Institutional clients began to enter the market and became the main purchasing force. According to market statistics, institutional Bitcoin holdings have exceeded 1.36 million shares, accounting for 6.5% of the total supply.</p><p>Wang Lixin, Managing Director of the World Bitcoin Council China, told the author that due to the fixed total gold volume, the soaring difficulty of mining, and the small market size, prices will inevitably soar when capital flows in. \"This is determined by the supply and demand relationship.\"</p><p>As Bitcoin prices hit new records, the investor structure in the market has also changed. According to Bi Tongtong's observation, when Bitcoin prices broke through $20,000, $30,000, $40,000, and $50,000 in the past, the Coinbase exchange, which represents the power of the United States, always had a significant premium. However, Coinbase's recent premium has been negative, primarily driven by stablecoins, compared to the significant premiums in Asian trading. This suggests that the recent rise is mainly driven by Asian markets and retail investors.</p><p>Katherine Wood, founder of ARK Invest, a star Wall Street fund manager, even stated at the end of last year that if institutions like hedge funds allocated about 5% of their funds to Bitcoin, the Bitcoin could rise to between $400,000 and $500,000.</p><p>Her reasoning is that Bitcoin is becoming an accepted asset class. Wall Street institutions have been increasing their investments in Bitcoin. \"The percentage allocated at the beginning was 0.5%, then 1%, and then around 5%.\"</p><p><b>Can Bitcoin challenge its golden status?</b></p><p>A report by Citigroup's research team in early March stated that as retail and institutional investors increasingly pursue cryptocurrencies such as Bitcoin, a trend has emerged that is favorable to Bitcoin but unfavorable to gold, and this trend is becoming increasingly difficult to ignore.</p><p>Bitcoin’s decentralized issuance and scarcity characteristics are similar to gold, which is why some investors refer to Bitcoin as “digital gold.” Since 2020, Bitcoin has risen more than tenfold from around $5,300 to $56,400, with the increase more than doubling in 2021 alone. During the same period, gold saw a maximum increase of over 30% in 2020, while it has fallen by 8.7% since the beginning of 2021.</p><p>Wang Lixin clearly stated to the author that price fluctuations cannot be used to judge whether Bitcoin poses a threat to gold's status. The two function differently. Although both are non-credit assets with scarce supply, gold is a financial asset that provides long-term reliable returns. Gold has a very low correlation with major financial assets in the market, which can play a role in diversifying risk. Allocating a portion of your portfolio to gold can effectively reduce portfolio volatility. Bitcoin cannot do that in the short term.</p><p>Wang Lixin pointed out that gold is a safe-haven asset that has been proven over a long period of time, and the gold market can provide excellent liquidity. Bitcoin, as a special digital financial asset, still has a small market size. Investment institutions holding a large amount of Bitcoin rights can cause market prices to plummet when they want to sell, making it difficult to sell.</p><p>Unlike Bitcoin, gold is traded under a clearly defined regulatory system, with the main trading markets being exchanges supervised by central banks, making it safer. It must also be recognized that gold is an important reserve asset for central banks and the preferred asset for monetary anchoring standards.</p><p>The World Gold Council points out that gold is a market with considerable depth and high liquidity. Surveys show that investors view Bitcoin more as a speculative asset than gold as a means of protecting wealth.</p><p>\"Our research shows that if Bitcoin is added to an investment portfolio, it is even more necessary to increase the allocation of gold accordingly,\" Wang Lixin explained.</p><p>Bi Tongtong stated that gold is a physical tool for storing value, while humanity's migration from the physical world to the digital world has only just begun. Bitcoin, due to its constant total amount, low inflation, and ease of division, will represent the way of storing value in the digital age. Compared to gold, which has gone through thousands of years of history, Bitcoin is still in its early stages, and the risks and challenges it faces are also enormous. All its value needs to be tested by time.</p><p>“In the digital age, Bitcoin has been created as a new logical financial asset. Whether it is useful depends on whether people believe in it, and it is too early to draw conclusions about whether it can be proven by history,” Wang Lixin said.</p><p><b>Investors \"have a strong gambler mentality\"</b></p><p>Over the past decade, like a tidal wave, investors have flocked to Bitcoin every time, stimulated by stories of getting rich quick after its prices skyrocketed.</p><p>Wang Shuai told the author that when he first came into contact with Bitcoin at the end of 2013, his office was discussing an asset whose price had increased hundreds of times in just one year. Subsequent purchases of other cryptocurrencies were also attributed to their potential for a short-term surge. Fortunately, the cryptocurrency he bought increased tenfold, while the cryptocurrency his colleagues bought went completely to zero.</p><p>Investor \"Old Deer Eats Whale\" (hereinafter referred to as \"Old Deer\") told the author that despite the surge in Bitcoin prices, few individual investors made money, and many more suffered margin calls. \"Gamblers have a strong mentality, and many people have high leverage ratios, which makes them unable to withstand the large fluctuations in the Bitcoin.\"</p><p>In Lao Lu's view, anything that cannot withstand a 20% pullback/retracement is considered highly leveraged. Moreover, investing in Bitcoin can only be considered a small part of asset allocation. \"Even if you lose all this money, it won't affect your life. But most investors can't do that.\"</p><p>An industry expert who declined to be named explained that there is no standard for valuing Bitcoin. Although the discovery of Bitcoin requires a large amount of electricity consumption, mining machine costs, and even manpower, it depends more on the participants' expectations and the price increase brought about by the influx of speculative funds. Because Bitcoin lacks a value foundation, it can experience significant fluctuations in the event of regulation or the slightest disturbance.</p><p>Taking March 12, 2020 as an example, the price of Bitcoin fell from $8,000 to $3,150 that day, a drop of 60%. A large number of investors suffered margin calls and were forced to cut their losses and exit the market.</p><p>“You can only hope that other buyers are willing to pay a higher price, but then that buyer will also get into trouble,” Warren Buffett said in a February 2020 interview with CNBC when talking about Bitcoin.</p><p>Buffett has repeatedly expressed his disgust for Bitcoin. In February 2019, Buffett stated in an interview that virtual currencies are different from land or company stocks; they are not value-added assets, and the value of virtual currencies depends on more people entering the market. Therefore, investor demand for virtual currencies is the sole price determinant, making digital currencies a convenient tool for \"scammers\". Cryptocurrencies have no unique value at all; they are essentially a fantasy, and it is also claimed that Bitcoin attracts scammers.</p><p>This may seem like a game of beating drums and passing flowers, but for now, investors are still pouring in, driven by expectations that Bitcoin will continue to break records.</p><p>In addition, accusations of energy consumption, illegal trading, and an excessive speculative atmosphere have always lingered over Bitcoin.</p><p>Due to the anonymity and untraceability of Bitcoin, it has been frequently used for criminal activities such as money laundering and dark web transactions since its invention in Bitcoin. In May 2017, the ransomware \"WannaCry\" affected more than 200,000 devices in at least 150 countries. The virus demanded that users use Bitcoin to pay a ransom to evade tracking.</p><p>There are even claims that the market capitalization of Bitcoin is roughly equivalent to the scale of global criminal demand.</p><p>The National Internet Finance Association of China has warned of risks, stating that so-called \"virtual currencies\" such as Bitcoin lack a clear value foundation, the market is highly speculative, prices fluctuate wildly, and investors' blind following of trends can easily lead to financial losses. Investors need to strengthen their risk awareness. It is worth noting that so-called \"virtual currencies\" such as Bitcoin are increasingly becoming tools for illegal and criminal activities such as money laundering, drug trafficking, smuggling, and illegal fundraising.</p><p>On February 26 this year, US Treasury Secretary Yellen also publicly cooled down Bitcoin.</p><p>“There are still significant questions about the legitimacy and stability of Bitcoin,” Yellen said. “I don’t think Bitcoin can be widely used as a transaction mechanism. To some extent, I worry that it is often used for illicit financing. Using it to conduct transactions is an extremely inefficient way, and processing transactions consumes an astonishing amount of electricity.”</p><p>She also cautioned that Bitcoin is a highly speculative asset, adding, \"People should be aware that it can fluctuate significantly, and I do worry that investors may suffer potential losses.\"</p><p><b>\"Bitcoin Faith\" VS. Regulatory Policy</b></p><p>In the aforementioned report, Citigroup also pointed out that changes in regulatory policies will be the biggest risk to Bitcoin. If regulations tighten, some speculative funds will return to the gold market.</p><p>On March 15, Securities Times, citing media reports, reported that India plans to legislate to ban cryptocurrencies and punish the trading and even holding of cryptocurrencies. The new law will give cryptocurrency holders six months to liquidate such assets. Bitcoin plunged $2,000 upon hearing the news.</p><p>\"Lao Lu\" does not deny the strong speculative characteristics of Bitcoin. However, he believes that Bitcoin already has enough holders globally that it is difficult for it to disappear. As some corporate and institutional investors continue to join, Bitcoin prices are expected to continue to reach new highs. He believes that to completely suppress Bitcoin, global regulators need to reach a unified regulatory agreement, but this is almost impossible.</p><p>Bi Tongtong believes that the future trend of Bitcoin will mainly depend on the regulatory policies of various countries. \"Currently, there are relatively limited compliant entry channels for traditional institutions. Canada was the first to launch the Bitcoin ETF. If the United States applies for the Bitcoin ETF this year to open up more compliant entry channels, it will be a great benefit to Bitcoin.\"</p><p>\"The widespread adoption of cryptocurrencies may prompt governments to implement stricter regulations. Governments may implement regulations for two important reasons: protecting consumers and ensuring the effectiveness of policies. While regulation will not completely render cryptocurrencies unviable, it may change investment propositions and objectives, and may even alter their investment performance,\" the World Gold Council stated in its latest research released at the end of February.</p><p>In December 2017, Pan Gongsheng, vice governor of the People's Bank of China, stated at a public event that the regulators' decision to shut down Bitcoin trading platforms and halt ICOs was decisive and correct.</p><p>He quoted an article by French scholar Eric Pichet as saying, \"The Bitcoin bubble is just the latest incarnation of frenzied speculation. Historically, frenzied speculation has occasionally impacted financial markets, such as the 'tulip mania' of 1637 and the dot-com bubble of 2000. No one can predict the duration of the speculative wave or where its peak will be.\"</p><p>“Market irrationality can last so long that it can bankrupt you,” Pan Gongsheng said. “So there’s only one thing you can do: sit by the river and watch. One day, Bitcoin’s corpse will float past you.”</p><p>\"The day people think that Bitcoin is just a set of symbols and has no meaning, it may become completely worthless,\" said Huang Yiping, a senior professor at the National School of Development at Peking University, in a recent interview with Tencent Atom Think Tank. He added that cryptocurrencies themselves have no intrinsic value. \"If we think it's valuable, it's valuable; if we think it's worthless, it's worthless.\"</p><p>The \"Bitcoin Faith\" is often mentioned by its advocates. According to an industry insider, the so-called \"Bitcoin Faith\" is nothing more than a rhetoric to persuade more investors to join the game.</p><p>\"If prices in Bitcoin haven't risen in the past ten years, where would there be any faith?\" Wang Shuai said.</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>Cryptocurrency trading is better than selling cars all year round. How long can Bitcoin, where Musk sells products, remain crazy?</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nCryptocurrency trading is better than selling cars all year round. How long can Bitcoin, where Musk sells products, remain crazy?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/91\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/ea46042fac2240098d9d976e6d67d6a8);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">棱镜 </p>\n<p class=\"h-time smaller\">2021-03-16 11:04</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>“I sometimes fantasize that if I hadn’t sold those 200 Bitcoin coins back then, my net worth would be nearly 80 million yuan now,” investor Wang Shuai (pseudonym) told the author on March 14, when the price of each coin once broke through the $60,000 mark during trading on Bitcoin, setting a new historical high.</p><p>Wang Shuai, who came into contact with Bitcoin in 2013, entered the market with 8,000 RMB. During the cryptocurrency bull market, he increased his Bitcoin holdings from 15 to 200. He eventually sold them at the end of 2015 when the price was between 2,000 and 3,000 RMB. He used the money to make a down payment on a house and buy a car.</p><p>“However, even if I didn’t sell it then, I would definitely run away when it reached 10,000 yuan later. I’m not sure about this thing,” Wang Shuai added.</p><p>\"If I could travel back ten years, I would definitely sell my house and buy a Bitcoin.\" Under the record-high prices in Bitcoin, many netizens stopped in their tracks, regretting that they had missed the opportunity for financial freedom.</p><p>Market participants are no strangers to this scenario. Over the past decade, similar voices have appeared frequently whenever Bitcoin prices hit record highs.</p><p>In the twelve years since its inception, the price of Bitcoin has surged 24.67 million times. Even if an investor spent 100 yuan to buy Bitcoin ten years ago and holds it to this day, its market value would still exceed 5 million yuan. Neither Moutai's stock price nor Beijing's, Shanghai's, or Shenzhen's housing prices are worth mentioning compared to the gains in Bitcoin.</p><p>Since the beginning of this year, Tesla's founder, Elon Musk, and others have personally \"promoted\" products for Bitcoin, and other companies have followed suit, pushing Bitcoin prices to new highs.</p><p>But most people still find the myth of the recent surge in Bitcoin incredible. What is the logic behind it? More importantly, will Bitcoin prices, which have already \"broken through the sky,\" continue to rise?</p><p><b>Wall Street institutions become major purchasing power in Bitcoin</b></p><p>On March 15, Tesla filed a filing with the U.S. Securities and Exchange Commission showing that CEO Elon Musk and CFO each have a new title: Musk also serves as the Technoking of Tesla, and the CFO also serves as the \"Master of Coin\".</p><p><img src=\"https://static.tigerbbs.com/9f8d805dea00275bfb59d2d7597f1811\" tg-width=\"533\" tg-height=\"300\" referrerpolicy=\"no-referrer\"></p><p>This may be related to Tesla's recent move in Bitcoin. On February 8th of this year, Tesla disclosed that it had purchased Bitcoin for $1.5 billion and planned to accept customers using Bitcoin to purchase Teslas soon.</p><p>On social media, Musk has over 48 million followers and is particularly influential among the younger generation of investors. Musk's personal \"promotion\" of Bitcoin, coupled with market expectations that other companies will follow suit, has driven up Bitcoin prices.</p><p>According to market estimates, Tesla's unrealized profits from cryptocurrency trading have exceeded $900 million in just one month, which is higher than the $721 million net profit from car sales in the entire year of 2020.</p><p>Tesla's acquisition of Bitcoin has become a representative move by American corporate investors.</p><p>“When inflation rises and more companies decide to diversify a small portion of their cash balances into Bitcoin instead of cash, then the trickle flowing into Bitcoin will become a torrent.” In a letter to investors in early 2021, Bill Miller, a well-known U.S. stock market fund manager, publicly expressed his optimism about Bitcoin.</p><p>As central banks around the world ease monetary policy to mitigate the impact of the pandemic, Bitcoin, an asset independent of the central banking system, is expected to combat inflation. In particular, the recent passage of the $1.9 trillion stimulus bill in the United States is considered an important factor prompting some institutional investors to increase their allocations in Bitcoin.</p><p>Last May, Paul Tudor Jones, founder and chief investment officer of hedge fund giant Tudor Investments, said he would invest 2% of his assets in Bitcoin. He fears that the printing of money around the world to alleviate the pandemic will lead to unprecedented inflation. He likened buying Bitcoin to \"having the fastest horse\" in the upcoming inflationary race.</p><p>Bi Tongtong, editor-in-chief of the blockchain information platform PAnews, said that even though the price of Bitcoin recently hit a new high of $60,000, its total market capitalization is far less than that of gold, and it was even smaller before. \"When the basin is full, it overflows. Due to the small market size of Bitcoin, the influx of funds into Bitcoin will far exceed the rate of increase in gold under the background of global central bank easing. In addition, after the easing, funds will also favor risky assets such as Bitcoin and stocks.\"</p><p>As customer interest increases, major Wall Street investment banks have also begun to research related services to meet user needs. Institutional clients began to enter the market and became the main purchasing force. According to market statistics, institutional Bitcoin holdings have exceeded 1.36 million shares, accounting for 6.5% of the total supply.</p><p>Wang Lixin, Managing Director of the World Bitcoin Council China, told the author that due to the fixed total gold volume, the soaring difficulty of mining, and the small market size, prices will inevitably soar when capital flows in. \"This is determined by the supply and demand relationship.\"</p><p>As Bitcoin prices hit new records, the investor structure in the market has also changed. According to Bi Tongtong's observation, when Bitcoin prices broke through $20,000, $30,000, $40,000, and $50,000 in the past, the Coinbase exchange, which represents the power of the United States, always had a significant premium. However, Coinbase's recent premium has been negative, primarily driven by stablecoins, compared to the significant premiums in Asian trading. This suggests that the recent rise is mainly driven by Asian markets and retail investors.</p><p>Katherine Wood, founder of ARK Invest, a star Wall Street fund manager, even stated at the end of last year that if institutions like hedge funds allocated about 5% of their funds to Bitcoin, the Bitcoin could rise to between $400,000 and $500,000.</p><p>Her reasoning is that Bitcoin is becoming an accepted asset class. Wall Street institutions have been increasing their investments in Bitcoin. \"The percentage allocated at the beginning was 0.5%, then 1%, and then around 5%.\"</p><p><b>Can Bitcoin challenge its golden status?</b></p><p>A report by Citigroup's research team in early March stated that as retail and institutional investors increasingly pursue cryptocurrencies such as Bitcoin, a trend has emerged that is favorable to Bitcoin but unfavorable to gold, and this trend is becoming increasingly difficult to ignore.</p><p>Bitcoin’s decentralized issuance and scarcity characteristics are similar to gold, which is why some investors refer to Bitcoin as “digital gold.” Since 2020, Bitcoin has risen more than tenfold from around $5,300 to $56,400, with the increase more than doubling in 2021 alone. During the same period, gold saw a maximum increase of over 30% in 2020, while it has fallen by 8.7% since the beginning of 2021.</p><p>Wang Lixin clearly stated to the author that price fluctuations cannot be used to judge whether Bitcoin poses a threat to gold's status. The two function differently. Although both are non-credit assets with scarce supply, gold is a financial asset that provides long-term reliable returns. Gold has a very low correlation with major financial assets in the market, which can play a role in diversifying risk. Allocating a portion of your portfolio to gold can effectively reduce portfolio volatility. Bitcoin cannot do that in the short term.</p><p>Wang Lixin pointed out that gold is a safe-haven asset that has been proven over a long period of time, and the gold market can provide excellent liquidity. Bitcoin, as a special digital financial asset, still has a small market size. Investment institutions holding a large amount of Bitcoin rights can cause market prices to plummet when they want to sell, making it difficult to sell.</p><p>Unlike Bitcoin, gold is traded under a clearly defined regulatory system, with the main trading markets being exchanges supervised by central banks, making it safer. It must also be recognized that gold is an important reserve asset for central banks and the preferred asset for monetary anchoring standards.</p><p>The World Gold Council points out that gold is a market with considerable depth and high liquidity. Surveys show that investors view Bitcoin more as a speculative asset than gold as a means of protecting wealth.</p><p>\"Our research shows that if Bitcoin is added to an investment portfolio, it is even more necessary to increase the allocation of gold accordingly,\" Wang Lixin explained.</p><p>Bi Tongtong stated that gold is a physical tool for storing value, while humanity's migration from the physical world to the digital world has only just begun. Bitcoin, due to its constant total amount, low inflation, and ease of division, will represent the way of storing value in the digital age. Compared to gold, which has gone through thousands of years of history, Bitcoin is still in its early stages, and the risks and challenges it faces are also enormous. All its value needs to be tested by time.</p><p>“In the digital age, Bitcoin has been created as a new logical financial asset. Whether it is useful depends on whether people believe in it, and it is too early to draw conclusions about whether it can be proven by history,” Wang Lixin said.</p><p><b>Investors \"have a strong gambler mentality\"</b></p><p>Over the past decade, like a tidal wave, investors have flocked to Bitcoin every time, stimulated by stories of getting rich quick after its prices skyrocketed.</p><p>Wang Shuai told the author that when he first came into contact with Bitcoin at the end of 2013, his office was discussing an asset whose price had increased hundreds of times in just one year. Subsequent purchases of other cryptocurrencies were also attributed to their potential for a short-term surge. Fortunately, the cryptocurrency he bought increased tenfold, while the cryptocurrency his colleagues bought went completely to zero.</p><p>Investor \"Old Deer Eats Whale\" (hereinafter referred to as \"Old Deer\") told the author that despite the surge in Bitcoin prices, few individual investors made money, and many more suffered margin calls. \"Gamblers have a strong mentality, and many people have high leverage ratios, which makes them unable to withstand the large fluctuations in the Bitcoin.\"</p><p>In Lao Lu's view, anything that cannot withstand a 20% pullback/retracement is considered highly leveraged. Moreover, investing in Bitcoin can only be considered a small part of asset allocation. \"Even if you lose all this money, it won't affect your life. But most investors can't do that.\"</p><p>An industry expert who declined to be named explained that there is no standard for valuing Bitcoin. Although the discovery of Bitcoin requires a large amount of electricity consumption, mining machine costs, and even manpower, it depends more on the participants' expectations and the price increase brought about by the influx of speculative funds. Because Bitcoin lacks a value foundation, it can experience significant fluctuations in the event of regulation or the slightest disturbance.</p><p>Taking March 12, 2020 as an example, the price of Bitcoin fell from $8,000 to $3,150 that day, a drop of 60%. A large number of investors suffered margin calls and were forced to cut their losses and exit the market.</p><p>“You can only hope that other buyers are willing to pay a higher price, but then that buyer will also get into trouble,” Warren Buffett said in a February 2020 interview with CNBC when talking about Bitcoin.</p><p>Buffett has repeatedly expressed his disgust for Bitcoin. In February 2019, Buffett stated in an interview that virtual currencies are different from land or company stocks; they are not value-added assets, and the value of virtual currencies depends on more people entering the market. Therefore, investor demand for virtual currencies is the sole price determinant, making digital currencies a convenient tool for \"scammers\". Cryptocurrencies have no unique value at all; they are essentially a fantasy, and it is also claimed that Bitcoin attracts scammers.</p><p>This may seem like a game of beating drums and passing flowers, but for now, investors are still pouring in, driven by expectations that Bitcoin will continue to break records.</p><p>In addition, accusations of energy consumption, illegal trading, and an excessive speculative atmosphere have always lingered over Bitcoin.</p><p>Due to the anonymity and untraceability of Bitcoin, it has been frequently used for criminal activities such as money laundering and dark web transactions since its invention in Bitcoin. In May 2017, the ransomware \"WannaCry\" affected more than 200,000 devices in at least 150 countries. The virus demanded that users use Bitcoin to pay a ransom to evade tracking.</p><p>There are even claims that the market capitalization of Bitcoin is roughly equivalent to the scale of global criminal demand.</p><p>The National Internet Finance Association of China has warned of risks, stating that so-called \"virtual currencies\" such as Bitcoin lack a clear value foundation, the market is highly speculative, prices fluctuate wildly, and investors' blind following of trends can easily lead to financial losses. Investors need to strengthen their risk awareness. It is worth noting that so-called \"virtual currencies\" such as Bitcoin are increasingly becoming tools for illegal and criminal activities such as money laundering, drug trafficking, smuggling, and illegal fundraising.</p><p>On February 26 this year, US Treasury Secretary Yellen also publicly cooled down Bitcoin.</p><p>“There are still significant questions about the legitimacy and stability of Bitcoin,” Yellen said. “I don’t think Bitcoin can be widely used as a transaction mechanism. To some extent, I worry that it is often used for illicit financing. Using it to conduct transactions is an extremely inefficient way, and processing transactions consumes an astonishing amount of electricity.”</p><p>She also cautioned that Bitcoin is a highly speculative asset, adding, \"People should be aware that it can fluctuate significantly, and I do worry that investors may suffer potential losses.\"</p><p><b>\"Bitcoin Faith\" VS. Regulatory Policy</b></p><p>In the aforementioned report, Citigroup also pointed out that changes in regulatory policies will be the biggest risk to Bitcoin. If regulations tighten, some speculative funds will return to the gold market.</p><p>On March 15, Securities Times, citing media reports, reported that India plans to legislate to ban cryptocurrencies and punish the trading and even holding of cryptocurrencies. The new law will give cryptocurrency holders six months to liquidate such assets. Bitcoin plunged $2,000 upon hearing the news.</p><p>\"Lao Lu\" does not deny the strong speculative characteristics of Bitcoin. However, he believes that Bitcoin already has enough holders globally that it is difficult for it to disappear. As some corporate and institutional investors continue to join, Bitcoin prices are expected to continue to reach new highs. He believes that to completely suppress Bitcoin, global regulators need to reach a unified regulatory agreement, but this is almost impossible.</p><p>Bi Tongtong believes that the future trend of Bitcoin will mainly depend on the regulatory policies of various countries. \"Currently, there are relatively limited compliant entry channels for traditional institutions. Canada was the first to launch the Bitcoin ETF. If the United States applies for the Bitcoin ETF this year to open up more compliant entry channels, it will be a great benefit to Bitcoin.\"</p><p>\"The widespread adoption of cryptocurrencies may prompt governments to implement stricter regulations. Governments may implement regulations for two important reasons: protecting consumers and ensuring the effectiveness of policies. While regulation will not completely render cryptocurrencies unviable, it may change investment propositions and objectives, and may even alter their investment performance,\" the World Gold Council stated in its latest research released at the end of February.</p><p>In December 2017, Pan Gongsheng, vice governor of the People's Bank of China, stated at a public event that the regulators' decision to shut down Bitcoin trading platforms and halt ICOs was decisive and correct.</p><p>He quoted an article by French scholar Eric Pichet as saying, \"The Bitcoin bubble is just the latest incarnation of frenzied speculation. Historically, frenzied speculation has occasionally impacted financial markets, such as the 'tulip mania' of 1637 and the dot-com bubble of 2000. No one can predict the duration of the speculative wave or where its peak will be.\"</p><p>“Market irrationality can last so long that it can bankrupt you,” Pan Gongsheng said. “So there’s only one thing you can do: sit by the river and watch. One day, Bitcoin’s corpse will float past you.”</p><p>\"The day people think that Bitcoin is just a set of symbols and has no meaning, it may become completely worthless,\" said Huang Yiping, a senior professor at the National School of Development at Peking University, in a recent interview with Tencent Atom Think Tank. He added that cryptocurrencies themselves have no intrinsic value. \"If we think it's valuable, it's valuable; if we think it's worthless, it's worthless.\"</p><p>The \"Bitcoin Faith\" is often mentioned by its advocates. According to an industry insider, the so-called \"Bitcoin Faith\" is nothing more than a rhetoric to persuade more investors to join the game.</p><p>\"If prices in Bitcoin haven't risen in the past ten years, where would there be any faith?\" Wang Shuai said.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/822c9eb58d8760a04d809fa31d9c0f34","relate_stocks":{"GBTC":"比特币ETF-Grayscale","TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148898512","content_text":"“我偶尔也会幻想一下，如果当初那200枚比特币没卖，现在身家也有近8000万元了。”3月14日，在比特币盘中价格一度涨破6万美元/枚大关、创下历史新高之际，投资者汪帅（化名）对作者表示。\n2013年就接触到比特币的汪帅，以人民币8000元入场，遇到币圈牛市行情，手中的比特币从15枚翻到200枚，最终在2015年末2000元-3000元的行情中抛掉，落袋为安的钱付了房子首付、买了辆车。\n“不过，即使那时候不卖，到后面涨到1万元时我也肯定会跑，对这东西心里没底。”汪帅补充道。\n“如果能穿越回十年前，一定要卖房买比特币。”在创下历史新高的比特币价格下，大量网友扼腕顿足，遗憾自己曾经错失财富自由的机会。\n市场人士对这样的情景并不陌生。过去十年间，类似的声音在比特币价格每次刷新纪录之际总会密集出现。\n诞生十二年来，比特币价格暴涨2467万倍。哪怕一位投资者在十年前拿出100元买入比特币并持有至今，其市值也超过500万元。无论是茅台股价还是北京、上海、深圳的房价，在比特币的涨幅面前都不值一提。\n今年以来，特斯拉创始人马斯克等更是亲自为比特币“带货”，也有其他企业陆续跟进，推动比特币价格不断再创新高。\n但大多数人仍对近期比特币的暴涨神话感到不可思议，其间的逻辑究竟是什么？更重要的是，已经“顶破天际”的比特币价格还会继续一路向上吗？\n华尔街机构成比特币主要购买力\n3月15日，特斯拉提交给美国证券交易委员会的文件显示，首席执行官马斯克及首席财务官分别多了一个新头衔：马斯克兼任特斯拉电音大王（Technoking of Tesla），首席财务官兼任“代币大师”（Master of Coin）。\n\n这或许与特斯拉近期出手比特币有关。今年2月8日，特斯拉披露，公司已购买价值15亿美元的比特币，并计划在不久后接受客户使用比特币购买特斯拉。\n在社交媒体上，马斯克拥有超过4800万粉丝，尤其在年轻一代投资者中极具号召力。马斯克亲自为比特币“带货”，以及市场预期后续其他公司也将效仿，推动比特币价格不断攀升。\n据市场测算，“炒币”一个月，特斯拉浮盈已经超过9亿美元，这比2020年全年卖车的净利润7.21亿美元更高。\n特斯拉购入比特币的举动，成为美国企业投资者的代表动作。\n“当通货膨胀率上升，更多公司决定将其现金余额的一小部分分散到比特币而不是现金中的话，那么流入比特币的涓涓细流将成为洪流。”在2021年年初给投资人的信中，美股知名基金经理比尔·米勒(Bill Miller)公开表示对比特币的看好。\n在全球央行为缓解疫情带来的影响大放水之际，比特币这一独立于央行体系的资产被赋予对抗通胀的期待。尤其在近日，美国通过1.9万亿美元刺激法案，被认为是促使部分机构投资者增加在比特币配置的重要因素。\n去年5月，对冲基金巨头都铎投资公司创始人兼首席投资官保罗·都铎·琼斯表示，将2%的资产投资于比特币。他担心全球各地都在印钞以缓解疫情，将导致前所未见的通胀。而他将购买比特币比作在即将到来的通货膨胀竞赛中“拥有最快的马匹”。\n区块链资讯平台PAnews主编毕彤彤表示，即便比特币价格在近期创下6万美元新高，但其总市值远不及黄金，此前更小。“盆满则溢，由于比特币的市场规模小，在全球央行放水背景下，资金涌入比特币的涨幅会远远超过黄金。此外，放水后资金也更青睐比特币、股票等风险资产。”\n随着客户的兴趣增加，华尔街的各大投行也开始研究相关的服务以满足用户需求。机构客户开始进场并成为主要的购买力。据市场统计，目前已公开的机构比特币持仓已超过136万枚，占总供应量的6.5%。\n世界黄金协会中国区董事总经理王立新对作者表示，由于比特币总量固定，而且挖矿难度飙升，市场规模又小，在资金涌入时价格必然飙升。“这是由供需关系决定的。”\n随着比特币价格创下新纪录，市场中的投资者结构也有所变化。据毕彤彤观察，过往比特币价格突破2万、3万、4万以及5万美元时，代表美国力量的Coinbase交易所均有明显溢价。但近日，Coinbase的溢价为负且主要的推动力来自稳定币，相比之下亚洲的交易所有明显溢价，这说明，近日的上涨主要来自亚洲市场和散户力量。\n华尔街明星基金经理方舟投资（ARK Invest）创办人凯瑟琳·伍德在去年底更是放话，称如果对冲基金这样的机构都为比特币配置5%左右的资金，比特币可能会涨至40万至50万美元之间。\n她的理由是，比特币正在成为一种被接受的资产类别。华尔街各机构一直在加大对比特币的投资。“开始时分配的百分比是0.5%，然后是1%，再然后是5%左右。”\n比特币能否挑战黄金地位？\n3月初花旗研究团队一份报告中称，随着散户和机构投资者对比特币等数字货币的追捧，已经出现了对比特币有利、但不利于黄金的趋势，这种趋势越来越难以忽视。\n比特币的去中心化发行以及稀缺性特征与黄金相似，因此一些投资者将比特币称为“数字黄金”。2020年至今，比特币一度从5300美元左右上涨超10倍至5.64万美元，仅2021年涨幅也超过一倍。同期2020年黄金最大涨幅超过30%，2021年开年以来则下跌8.7%。\n王立新明确对作者表示，不能从价格波动来判断比特币对黄金的地位产生威胁。两者职能不同，尽管都属于供应稀缺性的非信用资产，但黄金是提供长期可靠回报的金融资产。黄金和市场主要金融资产的相关度很低，能起到分散风险的作用。在投资组合中配置一部分黄金，能够有效降低投资组合的波动率。而比特币短期做不到。\n王立新指出，黄金是经过历史长期验证的避险资产，黄金市场可以提供非常好的流动性。而比特币作为特殊的数字化金融资产，其市场规模仍然不大，持有大量比特币的投资机构在想卖的时候会导致市场价格暴跌，很难卖出去。\n与比特币尤为不同的是，黄金是在明确监管体系下，主要交易市场由各中央银行监管下的交易所交易，更加安全。还得看到，黄金是各个中央银行的重要储备资产，并且是货币锚定标准的首选资产。\n世界黄金协会指出，黄金是具有相当深度和高度流动性的市场。调查显示，投资者更多将比特币视为投机性资产，而将黄金视为保护财富的手段。\n“我们的研究结果显示，如果投资组合中添加了比特币，则更需要相应提高黄金的配置。”王立新介绍。\n毕彤彤表示，黄金是物理的价值储藏工具，而人类从物理世界到数字世界的迁徙才刚刚开始，比特币因为总量恒定、低通胀、易分割，将代表着数字时代的价值储藏方式。相比黄金经历了几千年的历程，比特币还刚刚起步，面临的风险和挑战同样也是巨大的，一切的价值都需要交给时间来做最终检验。\n“在数字化时代，比特币作为一种新的逻辑的金融资产被创造出来，它是否有用取决于人们是否相信它，而它能否被历史证明，现在下结论还太早。”王立新表示。\n投资者“赌徒心理很重”\n近十年间，如潮汐般，投资者每一次涌入比特币，都是由于其价格暴涨后的暴富故事所带来的刺激。\n汪帅告诉作者，自己在2013年末第一次接触比特币时，便是办公室讨论起有这样一种资产，价格在一年间就上涨了上百倍。此后购买其他虚拟币也是看中其短期暴涨可能。幸运的是，他购买的虚拟币上涨十倍，而同事购买的虚拟币则完全归零。\n投资者“老鹿吃鲸”（下称“老鹿”）告诉作者，尽管比特币价格暴涨，但鲜少有个人投资者赚到钱，更多的投资者在其中爆仓。“赌徒心理很重，不少人杠杆倍数很高，无法经受比特币的大幅波动。”\n在老鹿看来，扛不住20%回撤的都属于高杠杆。而且投资比特币只能作为资产配置的一小部分。“即便这部分钱全部损失了，对自己的生活也不会有影响。但大多数投资者做不到。”\n一位不愿具名的业界专家介绍，对比特币的估值没有标准。尽管在发现比特币的过程中需要大量电力消耗、矿机成本乃至人力投入，但更多在于参与者对其预期以及炒作资金涌入带来的上涨。由于比特币缺乏价值基础，一旦有监管或者风吹草动都可能会引起大幅波动。\n以2020年3月12日为例，当天比特币价格从8000美元跌至3150美元，跌幅达60%。大批投资者爆仓，无奈割肉离场。\n“你只能寄希望于有其他买家愿意出更高的价格购买，但之后这位买家也会陷入困境。”在2020年2月接受CNBC采访时，“股神”巴菲特谈及比特币时表示。\n巴菲特多次表达对比特币的厌恶。2019年2月，巴菲特在接受采访时表示，虚拟货币和土地或公司股票不同，不是增值资产，虚拟货币的价值依赖于更多的人进场。因此，投资者对虚拟货币的需求是唯一的价格决定因素，使数字货币成为“骗子”的便利工具。加密货币根本没有任何独特的价值，它基本上就是一种幻想，还称比特币吸引的是骗子。\n这似乎是一场击鼓传花的游戏，但眼下，在比特币能够不断突破纪录的预期下，投资者们仍在源源不断涌入。\n此外，能源消耗、非法交易以及投机氛围过浓等指责始终萦绕在比特币上方。\n由于比特币的匿名及不可追踪等特征，在比特币发明后，便时常被用于洗钱、暗网交易等犯罪行为。2017年5月， 勒索病毒“WannaCry”造成至少150多个国家的20多万台设备受到影响，该病 毒要求用户使用比特币支付赎金，以规避追查。\n甚至有说法称，比特币的市值，约等于全球犯罪行为的需求规模。\n中国互联网金融协会曾提示风险称，比特币等所谓“虚拟货币”缺乏明确的价值基础，市场投机气氛浓厚，价格波动剧烈，投资者盲目跟风炒作，易造成资金损失，投资者需强化风险防范意识。值得注意的是，比特币等所谓“虚拟货币”日益成为洗钱、贩毒、走私、非法集资等违法犯罪活动的工具。\n今年2月26日，美国财长耶伦也公开给比特币降温。\n“比特币的合法性和稳定性仍然存在重要问题。”耶伦表示，“我不认为比特币能被广泛用作交易机制。在某种程度上讲，我担心它通常会被用于非法融资。用它进行交易是一种极其低效的方式，处理交易需要消耗惊人的电量。”\n她同时提醒，比特币是一种高度投机的资产，“人们应该意识到它可能会大幅波动，而且我确实担心投资者可能遭受潜在损失。”\n“比特币信仰”VS监管政策\n花旗在上述报告中同时指出，监管政策的改变将是比特币最大风险。如果监管收紧，部分投机性的资金将回到黄金市场。\n3月15日，券商中国援引媒体报道称，印度拟立法禁止加密货币，惩罚交易、甚至是持有加密货币。新法律将给加密货币持有者6个月的时间清算此类资产。比特币闻讯跳水2000美元。\n“老鹿”并不否认比特币投机色彩浓烈的特点。但他认为，比特币在全球范围内已经拥有足够多的持有者，已经很难消亡了。而随着一些企业及机构投资者继续加入，比特币价格有望继续创下新高。他认为，如果想要彻底打压比特币，需要全球监管达成统一的监管意见，但这几乎不可能做到。\n毕彤彤认为，比特币后续走势也主要看各国监管政策。“目前传统机构入场的合规渠道比较有限。加拿大首先上线了比特币ETF，如果美国今年通过比特币ETF申请，开拓更多的合规入场渠道，对比特币将是极大的利好。”\n“加密货币的普及有可能推动政府实施更严格的监管。政府可能出于保护消费者和确保政策效力两种重要因素而实施监管。尽管监管并不会使加密货币完全丧失生存能力，但有可能改变加密货币的投资主张和目标，甚至有可能改变其投资绩效。”世界黄金协会在2月末发布的最新研究中称。\n2017年12月，中国人民银行副行长潘功胜在出席公开活动时表示，监管层关闭比特币交易平台、叫停ICO是果断、正确的决定。\n他引用法国学者埃里克·皮谢的文章称，“比特币泡沫不过是疯狂投机的一个最新化身。历史上疯狂投机时不时地会冲击金融市场，如1637年的’郁金香狂热’、2000年的互联网泡沫等。没人能预言投机风潮的持续时间长短和顶部在哪里。”\n“市场非理性的时间可以长到让你破产，”潘功胜表示，“因此，只有一件事能做了：坐在河边看，总有一天，比特币的尸体会从你面前漂过。”\n“哪一天大家觉得比特币就是一组符号、没有任何意义，它也许就完全不值钱了。”北京大学国家发展研究院资深教授黄益平在近日与“腾讯·原子智库”对话时表示，加密货币本身没有内在价值。“我们认为它值钱，它就值钱；我们认为它不值钱，就不值钱。”\n“比特币信仰”时常被推崇者挂在嘴边。在一位业界从业者看来，所谓“比特币信仰”，无非是为了游说更多投资人加入到这场游戏的说辞而已。\n“如果比特币这十年价格没涨，哪儿还有什么信仰？”汪帅说道。","news_type":1,"symbols_score_info":{"GBTC":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322894316,"gmtCreate":1615792022235,"gmtModify":1704786529261,"author":{"id":"3567570068519334","authorId":"3567570068519334","name":"胜利曙光","avatar":"https://static.tigerbbs.com/ef4fea1c9347fef2d43cbf3fa476b33e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567570068519334","authorIdStr":"3567570068519334"},"themes":[],"title":"","htmlText":"Noted thanks","listText":"Noted thanks","text":"Noted thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322894316","repostId":"1136225097","repostType":4,"repost":{"id":"1136225097","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1615192483,"share":"https://ttm.financial/m/news/1136225097?lang=en_US&edition=fundamental","pubTime":"2021-03-08 16:34","market":"fut","language":"zh","title":"Starting March 14, US stocks will enter daylight saving time, with both opening and closing trading one hour earlier.","url":"https://stock-news.laohu8.com/highlight/detail?id=1136225097","media":"老虎资讯综合","summary":"美东时间3月14日2:00（北京时间3月14日起），北美地区开始实行夏令时，美股市场开盘和收盘均将提前一小时，至美东时间2021年11月7日结束。即美股交易时间更改为北京时间21:30至次日凌晨04:","content":"<p>At 2:00 AM Eastern Time on March 14 (starting March 14 Beijing Time), North America will implement Daylight Saving Time, and the US stock market will open and close one hour earlier, ending on November 7, 2021 Eastern Time.</p><p>This means that US stock trading hours have been changed to 21:30 Beijing time to 04:00 the following morning, pre-market trading hours from 16:00 to 21:30, and after-market trading hours from 04:00 to 08:00. March 15th was the first trading day for US stocks after the start of daylight saving time.</p><p>Daylight saving time in Europe will officially end on March 28, Beijing time, and the country will switch to summer time.</p><p><b>Additional background:</b></p><p>Daylight saving time, also known as Daylight saving time or Summer time, is a system of artificially determining local time in order to save energy. The uniform time used during the implementation of this system is called \"daylight saving time\". In summer, when dawn breaks early, the time is usually advanced by one hour. This allows people to get up early and go to bed early to reduce the amount of lighting and make full use of sunlight to save electricity.</p><p>It is understood that daylight saving time originated in the United States in 1918, when the United States first implemented daylight saving time when it entered World War I, but it was immediately abolished after the war and reinstated in 1966.</p><p>Whether or not to implement daylight saving time in the United States is entirely up to each state and county, and is not uniformly regulated by the federal government. Currently, most parts of the United States observe daylight saving time. Areas in the United States that do not observe daylight saving time include most of Arizona, but a small part of the northeastern part of the state observes daylight saving time. Hawaii; Puerto Rico and the Virgin Islands; American Samoa, Guam and the Northern Mariana Islands.<img src=\"https://static.tigerbbs.com/2b3c5afcedf9e4a595b7e8bdffd98507\" tg-width=\"1920\" tg-height=\"1200\" 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>Starting March 14, US stocks will enter daylight saving time, with both opening and closing trading one hour earlier.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nStarting March 14, US stocks will enter daylight saving time, with both opening and closing trading one hour earlier.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-03-08 16:34</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>At 2:00 AM Eastern Time on March 14 (starting March 14 Beijing Time), North America will implement Daylight Saving Time, and the US stock market will open and close one hour earlier, ending on November 7, 2021 Eastern Time.</p><p>This means that US stock trading hours have been changed to 21:30 Beijing time to 04:00 the following morning, pre-market trading hours from 16:00 to 21:30, and after-market trading hours from 04:00 to 08:00. March 15th was the first trading day for US stocks after the start of daylight saving time.</p><p>Daylight saving time in Europe will officially end on March 28, Beijing time, and the country will switch to summer time.</p><p><b>Additional background:</b></p><p>Daylight saving time, also known as Daylight saving time or Summer time, is a system of artificially determining local time in order to save energy. The uniform time used during the implementation of this system is called \"daylight saving time\". In summer, when dawn breaks early, the time is usually advanced by one hour. This allows people to get up early and go to bed early to reduce the amount of lighting and make full use of sunlight to save electricity.</p><p>It is understood that daylight saving time originated in the United States in 1918, when the United States first implemented daylight saving time when it entered World War I, but it was immediately abolished after the war and reinstated in 1966.</p><p>Whether or not to implement daylight saving time in the United States is entirely up to each state and county, and is not uniformly regulated by the federal government. Currently, most parts of the United States observe daylight saving time. Areas in the United States that do not observe daylight saving time include most of Arizona, but a small part of the northeastern part of the state observes daylight saving time. Hawaii; Puerto Rico and the Virgin Islands; American Samoa, Guam and the Northern Mariana Islands.<img src=\"https://static.tigerbbs.com/2b3c5afcedf9e4a595b7e8bdffd98507\" tg-width=\"1920\" tg-height=\"1200\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2b3c5afcedf9e4a595b7e8bdffd98507","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136225097","content_text":"美东时间3月14日2:00（北京时间3月14日起），北美地区开始实行夏令时，美股市场开盘和收盘均将提前一小时，至美东时间2021年11月7日结束。即美股交易时间更改为北京时间21:30至次日凌晨04:00，盘前交易时间为16:00至21:30，盘后交易时间为04:00至08:00。3月15日为进入夏令时后美股首个交易日。欧洲地区的冬令时时间将会在北京时间 3月28日正式结束，转为夏令时时间。背景补充：夏时制，又称日光节约时制（英语：Daylight saving time）和夏令时间（英语：Summer time），是一种为节约能源而人为规定地区时间的制度。该制度实行期间所采用的统一时间称为“夏令时”。一般在天亮早的夏季人为将时间提前1小时，这样可使人早起早睡减少照明量，以充分利用日光节约用电。据了解，美国“夏令时”起源于1918年，当时的美国在参加第一次世界大战时首次实行夏时制，但战后立即取消，与1966年再次恢复。美国夏时制的实行与否，完全由各州、各县自行决定，不由联邦政府统一规定。目前美国绝大部分地区实行夏令时，美国不实行夏令时的地区包括：亚利桑那州大部分地区，但该州东北的一小部分使用夏令时；夏威夷州；波多黎各和维京群岛；美属萨摩亚、关岛和北马里亚纳群岛。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":608472031421136,"gmtCreate":1789567151434,"gmtModify":1789567153552,"author":{"id":"3567570068519334","authorId":"3567570068519334","name":"胜利曙光","avatar":"https://static.tigerbbs.com/ef4fea1c9347fef2d43cbf3fa476b33e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567570068519334","idStr":"3567570068519334"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SENS\">$Senseonics Holdings,Inc.(SENS)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SENS\">$Senseonics Holdings,Inc.(SENS)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Senseonics Holdings,Inc.(SENS)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/608472031421136","isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354482853,"gmtCreate":1617196967772,"gmtModify":1704697093372,"author":{"id":"3567570068519334","authorId":"3567570068519334","name":"胜利曙光","avatar":"https://static.tigerbbs.com/ef4fea1c9347fef2d43cbf3fa476b33e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567570068519334","idStr":"3567570068519334"},"themes":[],"title":"","htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/354482853","repostId":"1185840581","repostType":4,"isVote":1,"tweetType":1,"viewCount":2508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371405145,"gmtCreate":1618964144887,"gmtModify":1704717502296,"author":{"id":"3567570068519334","authorId":"3567570068519334","name":"胜利曙光","avatar":"https://static.tigerbbs.com/ef4fea1c9347fef2d43cbf3fa476b33e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567570068519334","idStr":"3567570068519334"},"themes":[],"title":"","htmlText":"OMG!","listText":"OMG!","text":"OMG!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/371405145","repostId":"1106533725","repostType":4,"repost":{"id":"1106533725","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1618963020,"share":"https://ttm.financial/m/news/1106533725?lang=en_US&edition=fundamental","pubTime":"2021-04-21 07:57","market":"sh","language":"zh","title":"Last night and this morning: COVID-19 concerns resurfaced, with European and American stock markets closing lower across the board.","url":"https://stock-news.laohu8.com/highlight/detail?id=1106533725","media":"老虎资讯综合","summary":"摘要：美股全线收跌，纳指跌近1% ，新冠疫情担忧卷土重来，美油大幅收跌1.5％。鲍威尔表示，美国今年通胀可能会偏高，但美联储有能力应对。日本或将再宣布 4 个县进入准紧急状态。推荐相关：一文看懂苹果春","content":"<p>Abstract:</p><p>U.S. stocks closed lower across the board, with the Nasdaq down nearly 1%. Concerns about the COVID-19 pandemic resurfaced, and U.S. crude oil closed sharply down 1.5%. Powell stated that U.S. inflation may be high this year, but the Federal Reserve is capable of coping. Japan may declare a quasi-state of emergency in four more prefectures. Recommended related:<a href=\"https://laohu8.com/NW/1178739590\" target=\"_blank\">One article to understand Apple's spring event: more than just the purple iPhone 12</a></p><p>Overseas markets</p><p>1. All three major U.S. stock indexes closed lower on Tuesday, marking their first consecutive decline this month, with the Nasdaq Composite falling nearly 1%.</p><p>U.S. stocks closed lower on Tuesday, with major indexes declining for the second consecutive trading day. Strong corporate earnings reports failed to boost U.S. stocks, which were already at near-record highs, to continue their upward trend. The alarming increase in global COVID-19 cases, coupled with the persistently high number of new daily infections in the United States, has raised market concerns about the prospects for economic recovery. At the close of trading, the Nasdaq fell 0.92%, the Dow Jones Industrial Average fell 0.75%, and the S&P 500 fell 0.68%.</p><p>2. Most popular Chinese concept stocks closed lower on Tuesday, with Xunniao Software's IPO surging over 50% on its first day.</p><p>Most popular Chinese concept stocks fell, while Xunniao Software rose 50% on its first day of trading.<a href=\"https://laohu8.com/S/KXIN\">Happy Auto</a>It fell 11.4%.<a href=\"https://laohu8.com/S/JD\">JD.com</a>It fell more than 3%.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>It fell by more than 2%.</p><p>3. European stocks closed lower across the board on Tuesday as COVID-19 concerns resurfaced.</p><p>All three major European stock indices closed lower, with France's CAC40 down 2.09%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell 2%, and the German DAX index fell 1.55%. Europe's Stoxx 600 index fell 2%, poised for its biggest single-day drop since December last year.</p><p>4. The sharp deepening of the COVID-19 pandemic in India caused US crude oil prices to close down 1.5%! Markets await US inventory data</p><p>The worsening COVID-19 situation in many regions exacerbated market concerns, causing oil prices to turn lower in the middle of the day. Ultimately, WTI May crude oil futures closed down $0.94, or 1.48%, at $62.44 a barrel. Brent crude oil futures for June delivery closed down $0.48, or 0.71%, at $66.57 a barrel.</p><p>5. US Treasury yields continued to decline, pushing gold prices up 0.4% at the close.</p><p>Gold futures prices closed slightly higher on Tuesday, boosted by a weaker dollar and a decline in U.S. Treasury Bond yields. Gold futures for June delivery on the New York Mercantile Exchange rose $7.80 to settle at $1,778.40 an ounce, a gain of 0.4%, after the contract closed down 0.5% in trading on Monday.</p><p>International macro</p><p>1、<a href=\"https://laohu8.com/NW/2129828861\" target=\"_blank\">Powell: US inflation may be high this year, but the Federal Reserve is capable of coping.</a></p><p>According to reports, Florida Republican Senator Rick Scott wrote to Federal Reserve Chairman Jerome Powell in March of this year, in which Scott expressed concerns about rising inflation. Powell replied on April 8, and the details of the letter were released to the public on April 20 local time.</p><p>2、<a href=\"https://laohu8.com/NW/2129828371\" target=\"_blank\">Indian Prime Minister Narendra Modi: No nationwide lockdown will be implemented in response to the second wave of COVID-19.</a></p><p>Indian Prime Minister Narendra Modi said in a televised address on the evening of the 20th that India is currently fighting a second wave of the COVID-19 pandemic, but will not impose a nationwide lockdown.</p><p>3、<a href=\"https://laohu8.com/NW/2127316043\" target=\"_blank\">Powell: Most members of the Federal Reserve believe a rate hike is not possible until 2024.</a></p><p>Federal Reserve Chairman Jerome Powell wrote to U.S. Senator Rick Scott, stating that given that labor penetration is lower than it was before the COVID-19 pandemic, the U.S. unemployment rate is expected to underestimate the employment gap.</p><p>4、<a href=\"https://laohu8.com/NW/1149371981\" target=\"_blank\">Big short seller Schiff: US Treasury Bond is a \"Ponzi scheme,\" and inflation will cost investors everything.</a></p><p>Renowned financial commentator and investor Peter Schiff believes that Treasury Bond' financing was actually a giant Ponzi scheme.</p><p>5. Dogecoin's market capitalization reached $50 billion, exceeding...<a href=\"https://laohu8.com/S/F\">Ford Motor</a>and<a href=\"https://laohu8.com/S/KHC\">Kraft Heinz</a></p><p>When it was created, it was treated as a joke, but Dogecoin is now not to be underestimated. According to data from CoinMarketCap.com, after rising 400% in the past week, Dogecoin's total market capitalization has reached approximately $50 billion.</p><p>6、<a href=\"https://laohu8.com/S/ISFFF\">eat</a>shell<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>In terms of compensation system, the base salaries of Buffett's two successors are the highest in the United States.</p><p>American Institutional Shareholder<a href=\"https://laohu8.com/S/ISFFF\">eat</a>Investors were recently advised not to vote for Warren Buffett's companies.<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Four directors of Berkshire Hathaway have condemned the company's executive compensation policy.</p><p>7. After surging 400% in a week, where will Dogecoin go? Senior trader: It will likely disappear</p><p>Dogecoin loyalists have declared April 20th as \"Doge Day,\" but on Wall Street, having your own Day does not guarantee its legitimacy or sustainability.</p><p>8. Billionaire Novogratz: Dogecoin and Bitcoin are both soaring, but there are fundamental differences.</p><p>While both Bitcoin and Dogecoin have seen strong gains this year, their designs and risk profiles are very different, well-known crypto bull Mike Novogratz emphasized on Tuesday.</p><p>9. US President Biden plans to announce new carbon emissions targets this week, aiming to reduce emissions by at least half by 2030.</p><p>U.S. President Joe Biden plans to announce new carbon emissions targets this week, aiming to reduce emissions by at least half by 2030.</p><p>10. Japan may declare a quasi-state of emergency in four more prefectures. The outside world: Can the Olympics still be held?</p><p>According to Reuters, Japan will announce on the 16th that it will expand its quasi-emergency state to 10 regions as the fourth wave of the COVID-19 pandemic spreads, raising doubts about whether the Tokyo Olympics can be held smoothly.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2129840686\" target=\"_blank\">Tesla's supply chain orders suggest a target of 1 million vehicles for 2021.</a></p><p>Although<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The company has remained tight-lipped about its actual vehicle production and delivery targets for 2021, but updates to its supply chain indicate that the electric vehicle manufacturer's goal is an incredible number. According to recent reports from some Tesla suppliers, the company appears to be aiming to reach 1 million vehicles by 2021.</p><p>2、<a href=\"https://laohu8.com/NW/2129182822\" target=\"_blank\">Apple's stock price closed down more than 1% after unveiling AirTag, colorful iMac, and other products at its spring event.</a></p><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>Shares closed down 1.28% at $133.11 on Tuesday, after falling more than 2% at one point during the session. Previously, the company held its 2021 spring launch event, introducing products such as the next-generation iMac all-in-one, iPad Pro tablet, and AirTag tracker accessories.</p><p>3、<a href=\"https://laohu8.com/NW/2129231758\" target=\"_blank\">Another one! International daily chemical giant Procter & Gamble will raise product prices in September.</a></p><p>International daily chemical giant<a href=\"https://laohu8.com/S/PG\">Procter and Gamble</a>The company will begin raising prices for everyday items ranging from diapers to tampons this fall. Procter & Gamble is the latest consumer goods company to announce a price increase, and also the largest.</p><p>4、<a href=\"https://laohu8.com/NW/2129840945\" target=\"_blank\">PayPal once again supports cryptocurrencies! Its APP announced support for Bitcoin buying and selling.</a></p><p>Payment service providers<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>Venmo, its mobile payment app, announced that it will now allow users to buy, hold, and sell Bitcoin and other digital currencies, which could be a significant step toward mainstream acceptance for cryptocurrencies.</p><p>5、<a href=\"https://laohu8.com/NW/1115044994\" target=\"_blank\">Netflix's first-quarter results exceeded expectations, but new users fell far short of expectations! The stock plunged more than 10% in after-hours</a></p><p>Streaming video service giant Netflix (NASDAQ:NFLX) released its financial results for the first quarter of fiscal year 2021 after the U.S. stock market closed on Tuesday (early Wednesday morning Beijing time). The financial report shows that Netflix's first-quarter revenue was $7.163 billion, a 24.2% increase compared to $5.768 billion in the same period last year, exceeding analysts' expectations of $7.14 billion. Net income was $1.707 billion, a 141% increase compared to $709 million in the same period last year; Diluted earnings per share were $3.75, up from $1.57 in the same period last year and exceeding analysts' expectations of $2.98.</p><p>6、<a href=\"https://laohu8.com/NW/1139975816\" target=\"_blank\">Reports indicate that Zuoyebang is considering a US IPO to raise at least $500 million.</a></p><p>According to sources familiar with the matter, Zuoyebang, a Chinese online tutoring platform, is considering an IPO (initial public offering) in the United States, which may raise at least $500 million.</p><p>7、<a href=\"https://laohu8.com/NW/2129828423\" target=\"_blank\">Xunniao Software's stock price surged over 50% on its first day of IPO on Nasdaq.</a></p><p>Beijing Customer Service<a href=\"https://laohu8.com/S/300024\">Robot</a>Infobird listed on Nasdaq on Tuesday under the ticker symbol IFBD. It opened 75% higher at $7 on its first day of trading, with an IPO price of $4 per ADS. At the close of trading, the company's stock price was $6.03, up 50.75%.</p><p>8、<a href=\"https://laohu8.com/NW/2129584726\" target=\"_blank\">Boeing announced it would extend CEO Calhoun's retirement age to 70, causing its stock price to close down more than 4%.</a></p><p>Dave Calhoun is<a href=\"https://laohu8.com/S/BA\">boeing</a>The CEO, who had the worst year in the company's history, will now confirm his retention in an attempt to lead the aerospace giant's rebound for the foreseeable future.</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>Last night and this morning: COVID-19 concerns resurfaced, with European and American stock markets closing lower across the board.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nLast night and this morning: COVID-19 concerns resurfaced, with European and American stock markets closing lower across the board.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-04-21 07:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Abstract:</p><p>U.S. stocks closed lower across the board, with the Nasdaq down nearly 1%. Concerns about the COVID-19 pandemic resurfaced, and U.S. crude oil closed sharply down 1.5%. Powell stated that U.S. inflation may be high this year, but the Federal Reserve is capable of coping. Japan may declare a quasi-state of emergency in four more prefectures. Recommended related:<a href=\"https://laohu8.com/NW/1178739590\" target=\"_blank\">One article to understand Apple's spring event: more than just the purple iPhone 12</a></p><p>Overseas markets</p><p>1. All three major U.S. stock indexes closed lower on Tuesday, marking their first consecutive decline this month, with the Nasdaq Composite falling nearly 1%.</p><p>U.S. stocks closed lower on Tuesday, with major indexes declining for the second consecutive trading day. Strong corporate earnings reports failed to boost U.S. stocks, which were already at near-record highs, to continue their upward trend. The alarming increase in global COVID-19 cases, coupled with the persistently high number of new daily infections in the United States, has raised market concerns about the prospects for economic recovery. At the close of trading, the Nasdaq fell 0.92%, the Dow Jones Industrial Average fell 0.75%, and the S&P 500 fell 0.68%.</p><p>2. Most popular Chinese concept stocks closed lower on Tuesday, with Xunniao Software's IPO surging over 50% on its first day.</p><p>Most popular Chinese concept stocks fell, while Xunniao Software rose 50% on its first day of trading.<a href=\"https://laohu8.com/S/KXIN\">Happy Auto</a>It fell 11.4%.<a href=\"https://laohu8.com/S/JD\">JD.com</a>It fell more than 3%.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>It fell by more than 2%.</p><p>3. European stocks closed lower across the board on Tuesday as COVID-19 concerns resurfaced.</p><p>All three major European stock indices closed lower, with France's CAC40 down 2.09%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell 2%, and the German DAX index fell 1.55%. Europe's Stoxx 600 index fell 2%, poised for its biggest single-day drop since December last year.</p><p>4. The sharp deepening of the COVID-19 pandemic in India caused US crude oil prices to close down 1.5%! Markets await US inventory data</p><p>The worsening COVID-19 situation in many regions exacerbated market concerns, causing oil prices to turn lower in the middle of the day. Ultimately, WTI May crude oil futures closed down $0.94, or 1.48%, at $62.44 a barrel. Brent crude oil futures for June delivery closed down $0.48, or 0.71%, at $66.57 a barrel.</p><p>5. US Treasury yields continued to decline, pushing gold prices up 0.4% at the close.</p><p>Gold futures prices closed slightly higher on Tuesday, boosted by a weaker dollar and a decline in U.S. Treasury Bond yields. Gold futures for June delivery on the New York Mercantile Exchange rose $7.80 to settle at $1,778.40 an ounce, a gain of 0.4%, after the contract closed down 0.5% in trading on Monday.</p><p>International macro</p><p>1、<a href=\"https://laohu8.com/NW/2129828861\" target=\"_blank\">Powell: US inflation may be high this year, but the Federal Reserve is capable of coping.</a></p><p>According to reports, Florida Republican Senator Rick Scott wrote to Federal Reserve Chairman Jerome Powell in March of this year, in which Scott expressed concerns about rising inflation. Powell replied on April 8, and the details of the letter were released to the public on April 20 local time.</p><p>2、<a href=\"https://laohu8.com/NW/2129828371\" target=\"_blank\">Indian Prime Minister Narendra Modi: No nationwide lockdown will be implemented in response to the second wave of COVID-19.</a></p><p>Indian Prime Minister Narendra Modi said in a televised address on the evening of the 20th that India is currently fighting a second wave of the COVID-19 pandemic, but will not impose a nationwide lockdown.</p><p>3、<a href=\"https://laohu8.com/NW/2127316043\" target=\"_blank\">Powell: Most members of the Federal Reserve believe a rate hike is not possible until 2024.</a></p><p>Federal Reserve Chairman Jerome Powell wrote to U.S. Senator Rick Scott, stating that given that labor penetration is lower than it was before the COVID-19 pandemic, the U.S. unemployment rate is expected to underestimate the employment gap.</p><p>4、<a href=\"https://laohu8.com/NW/1149371981\" target=\"_blank\">Big short seller Schiff: US Treasury Bond is a \"Ponzi scheme,\" and inflation will cost investors everything.</a></p><p>Renowned financial commentator and investor Peter Schiff believes that Treasury Bond' financing was actually a giant Ponzi scheme.</p><p>5. Dogecoin's market capitalization reached $50 billion, exceeding...<a href=\"https://laohu8.com/S/F\">Ford Motor</a>and<a href=\"https://laohu8.com/S/KHC\">Kraft Heinz</a></p><p>When it was created, it was treated as a joke, but Dogecoin is now not to be underestimated. According to data from CoinMarketCap.com, after rising 400% in the past week, Dogecoin's total market capitalization has reached approximately $50 billion.</p><p>6、<a href=\"https://laohu8.com/S/ISFFF\">eat</a>shell<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>In terms of compensation system, the base salaries of Buffett's two successors are the highest in the United States.</p><p>American Institutional Shareholder<a href=\"https://laohu8.com/S/ISFFF\">eat</a>Investors were recently advised not to vote for Warren Buffett's companies.<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Four directors of Berkshire Hathaway have condemned the company's executive compensation policy.</p><p>7. After surging 400% in a week, where will Dogecoin go? Senior trader: It will likely disappear</p><p>Dogecoin loyalists have declared April 20th as \"Doge Day,\" but on Wall Street, having your own Day does not guarantee its legitimacy or sustainability.</p><p>8. Billionaire Novogratz: Dogecoin and Bitcoin are both soaring, but there are fundamental differences.</p><p>While both Bitcoin and Dogecoin have seen strong gains this year, their designs and risk profiles are very different, well-known crypto bull Mike Novogratz emphasized on Tuesday.</p><p>9. US President Biden plans to announce new carbon emissions targets this week, aiming to reduce emissions by at least half by 2030.</p><p>U.S. President Joe Biden plans to announce new carbon emissions targets this week, aiming to reduce emissions by at least half by 2030.</p><p>10. Japan may declare a quasi-state of emergency in four more prefectures. The outside world: Can the Olympics still be held?</p><p>According to Reuters, Japan will announce on the 16th that it will expand its quasi-emergency state to 10 regions as the fourth wave of the COVID-19 pandemic spreads, raising doubts about whether the Tokyo Olympics can be held smoothly.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2129840686\" target=\"_blank\">Tesla's supply chain orders suggest a target of 1 million vehicles for 2021.</a></p><p>Although<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The company has remained tight-lipped about its actual vehicle production and delivery targets for 2021, but updates to its supply chain indicate that the electric vehicle manufacturer's goal is an incredible number. According to recent reports from some Tesla suppliers, the company appears to be aiming to reach 1 million vehicles by 2021.</p><p>2、<a href=\"https://laohu8.com/NW/2129182822\" target=\"_blank\">Apple's stock price closed down more than 1% after unveiling AirTag, colorful iMac, and other products at its spring event.</a></p><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>Shares closed down 1.28% at $133.11 on Tuesday, after falling more than 2% at one point during the session. Previously, the company held its 2021 spring launch event, introducing products such as the next-generation iMac all-in-one, iPad Pro tablet, and AirTag tracker accessories.</p><p>3、<a href=\"https://laohu8.com/NW/2129231758\" target=\"_blank\">Another one! International daily chemical giant Procter & Gamble will raise product prices in September.</a></p><p>International daily chemical giant<a href=\"https://laohu8.com/S/PG\">Procter and Gamble</a>The company will begin raising prices for everyday items ranging from diapers to tampons this fall. Procter & Gamble is the latest consumer goods company to announce a price increase, and also the largest.</p><p>4、<a href=\"https://laohu8.com/NW/2129840945\" target=\"_blank\">PayPal once again supports cryptocurrencies! Its APP announced support for Bitcoin buying and selling.</a></p><p>Payment service providers<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>Venmo, its mobile payment app, announced that it will now allow users to buy, hold, and sell Bitcoin and other digital currencies, which could be a significant step toward mainstream acceptance for cryptocurrencies.</p><p>5、<a href=\"https://laohu8.com/NW/1115044994\" target=\"_blank\">Netflix's first-quarter results exceeded expectations, but new users fell far short of expectations! The stock plunged more than 10% in after-hours</a></p><p>Streaming video service giant Netflix (NASDAQ:NFLX) released its financial results for the first quarter of fiscal year 2021 after the U.S. stock market closed on Tuesday (early Wednesday morning Beijing time). The financial report shows that Netflix's first-quarter revenue was $7.163 billion, a 24.2% increase compared to $5.768 billion in the same period last year, exceeding analysts' expectations of $7.14 billion. Net income was $1.707 billion, a 141% increase compared to $709 million in the same period last year; Diluted earnings per share were $3.75, up from $1.57 in the same period last year and exceeding analysts' expectations of $2.98.</p><p>6、<a href=\"https://laohu8.com/NW/1139975816\" target=\"_blank\">Reports indicate that Zuoyebang is considering a US IPO to raise at least $500 million.</a></p><p>According to sources familiar with the matter, Zuoyebang, a Chinese online tutoring platform, is considering an IPO (initial public offering) in the United States, which may raise at least $500 million.</p><p>7、<a href=\"https://laohu8.com/NW/2129828423\" target=\"_blank\">Xunniao Software's stock price surged over 50% on its first day of IPO on Nasdaq.</a></p><p>Beijing Customer Service<a href=\"https://laohu8.com/S/300024\">Robot</a>Infobird listed on Nasdaq on Tuesday under the ticker symbol IFBD. It opened 75% higher at $7 on its first day of trading, with an IPO price of $4 per ADS. At the close of trading, the company's stock price was $6.03, up 50.75%.</p><p>8、<a href=\"https://laohu8.com/NW/2129584726\" target=\"_blank\">Boeing announced it would extend CEO Calhoun's retirement age to 70, causing its stock price to close down more than 4%.</a></p><p>Dave Calhoun is<a href=\"https://laohu8.com/S/BA\">boeing</a>The CEO, who had the worst year in the company's history, will now confirm his retention in an attempt to lead the aerospace giant's rebound for the foreseeable future.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106533725","content_text":"摘要：美股全线收跌，纳指跌近1% ，新冠疫情担忧卷土重来，美油大幅收跌1.5％。鲍威尔表示，美国今年通胀可能会偏高，但美联储有能力应对。日本或将再宣布 4 个县进入准紧急状态。推荐相关：一文看懂苹果春季发布会，不止紫色iPhone12海外市场1、美股三大指数周二全线收跌，本月首度录得两连跌，纳指跌近1%美股周二收跌，主要股指连续第二个交易日下滑。强劲的企业财报未能提振已处在接近纪录高位的美股继续上行。全球新冠病例惊人增长，美国每日新增感染病例数居高不下，令市场担忧经济复苏前景。截至收盘，纳斯达克指数跌0.92%，道琼斯指数跌0.75%，标普500指数跌0.68%。2、热门中概股周二收盘多数走低 讯鸟软件IPO首日涨超50%热门中概股多数下跌，讯鸟软件上市首日涨50%，开心汽车跌11.4%。京东跌超3%，阿里巴巴跌超2%。3、新冠疫情担忧卷土重来 欧股周二全线收跌欧洲三大股指全线收跌，法国CAC40指数跌2.09%，英国富时100指数跌2%，德国DAX指数跌1.55%。欧洲斯托克600指数跌2%，势创去年12月以来的最大单日跌幅。4、印度疫情急剧加深，推动美油大幅收跌1.5％！市场等待美国库存数据多地疫情恶化加剧市场担忧，致两油盘中转跌。最终，WTI5月原油期货收跌0.94美元，跌幅1.48%，报62.44美元/桶。布伦特6月原油期货收跌0.48美元，跌幅0.71%，报66.57美元/桶。5、美债收益率继续回落，推动金价收盘上涨0.4％黄金期货价格周二收盘小幅上涨，原因是受到美元疲软和美国国债收益率回落的提振。纽约商品交易所6月份交割的黄金期货价格上涨7.80美元，报收于每盎司1778.40美元，涨幅为0.4%，此前该合约在周一的交易中收盘下跌0.5%。国际宏观1、鲍威尔：美国今年通胀可能会偏高 但美联储有能力应对据报道，佛罗里达州共和党参议员Rick Scott曾于今年3月致信美联储主席鲍威尔，Scott在信中表达了对通胀上升的担忧，鲍威尔于4月8日回信，信函的具体内容于当地时间4月20日对外公布。2、印度总理莫迪：针对第二波新冠疫情不会实施全国封锁印度总理莫迪20日晚发表电视讲话说，印度目前正在与第二波新冠疫情做斗争，但不会在全国实施封锁。3、鲍威尔：美联储大多数成员认为要到2024年才可能加息美联储主席鲍威尔致函美国国会参议院里克·斯科特(Rick Scott)称：鉴于劳动力渗透性低于新冠肺炎疫情爆发之前的水平，预计美国失业率低估了就业缺口问题。4、大空头席夫：美国国债就是“庞氏骗局”，通胀将让投资者血本无归著名财经评论家、投资人席夫（Peter Schiff）认为，美国国债的融资其实就是个巨大的庞氏骗局。5、狗狗币市值达到500亿美元 超过福特汽车和卡夫亨氏创建的时候被当作一个玩笑，但狗狗币现在已经不容小觑。根据CoinMarketCap.com的数据，过去一周上涨400%之后，狗狗币总市值达到约500亿美元。6、ISS炮轰伯克希尔薪酬体系，巴菲特两大接班人基本工资已冠绝全美美国机构股东服务公司（ISS）日前建议投资者不要投票给沃伦·巴菲特（Warren Buffett）旗下伯克希尔哈撒韦公司（Berkshire Hathaway）的四名董事，以谴责该公司的高管薪酬政策。7、一周飙升400％，狗狗币将走向何方？资深交易员：很可能会不复存在狗狗币的忠实信徒宣布4月20日为“狗狗日”（Doge Day），但在华尔街，拥有属于自己的一天并不能保证其合法性，也不能保证其可持续生存能力。8、亿万富豪诺沃格拉茨：狗狗币与比特币都在飙升 却存在本质区别加密货币知名多头迈克-诺沃格拉茨（Mike Novogratz）周二强调说，虽然比特币和狗狗币（Dogecoin）今年都强势上涨，但它们的设计和风险状况却大不相同。9、美国总统拜登计划本周宣布新的碳排放目标，拜登计划在2030年前将（碳）排放量至少减少一半。美国总统拜登计划本周宣布新的碳排放目标，拜登计划在2030年前将（碳）排放量至少减少一半。10、日本或将再宣布 4 个县进入准紧急状态 外界：奥运会还能办吗？据路透社报道，随着第四波新冠疫情的蔓延，日本将于 16 日宣布将准紧急状态扩大到 10 个地区，这使得人们怀疑东京奥运会能否顺利举行。公司新闻1、特斯拉的供应链订单暗示：2021年汽车销售目标为100万辆尽管特斯拉对2021年的实际汽车生产和交付目标三缄其口，但该公司供应链的更新表明，这家电动汽车制造商的目标是一个令人难以置信的数字。根据特斯拉的一些供应商最近的报告，该公司的目标似乎是在2021年达到100万辆。2、苹春季发布会推出AirTag、多彩iMac等产品 股价收跌逾1%苹果股价周二收盘下跌1.28%，报133.11美元，盘中跌幅一度超过2%。此前该公司举办2021年度春季发布会，推出新一代iMac一体机、iPad Pro平板电脑、AirTag追踪器配件等产品。3、又一家！国际日化巨头宝洁将在9月份上调旗下产品价格国际日化巨头宝洁公司今年秋季将开始提高从尿布到卫生棉条等日常用品的价格。宝洁是最新一家宣布涨价的消费品公司，也是规模最大的一家。4、PayPal再次力挺加密货币！旗下APP宣布支持比特币买卖交易支付服务提供商PayPal旗下的移动支付应用Venmo宣布，该应用现在将允许用户购买、持有和出售比特币和其他数字货币，这可能是加密货币朝着被主流认可而迈出的重要一步。5、奈飞第一季度业绩超预期，但新增用户远不及预期！盘后暴跌逾10％流媒体视频服务巨头奈飞（NASDAQ:NFLX）在美股市场周二收盘（北京时间周三凌晨）以后公布了该公司的2021财年第一季度财报。这份财报显示，奈飞第一季度营收为71.63亿美元，与去年同期的57.68亿美元相比增长24.2%，超出分析师预期的71.4亿美元；净利润为17.07亿美元，与去年同期7.09亿美元相比增长141%；每股摊薄收益为3.75美元，高于去年同期的1.57美元，超出分析师预期的2.98美元。6、消息称作业帮正在考虑美国IPO，筹资至少5亿美元据熟知内情的消息人士透露，中国在线辅导平台作业帮正考虑在美国IPO（首次公开募股）上市，可能将筹集至少5亿美元资金。7、讯鸟软件登陆纳斯达克 IPO首日飙升逾50%北京客服机器人公司讯鸟软件（Infobird）周二登陆纳斯达克，股票代码为IFBD，IPO首日开盘上涨75%，报7美元，IPO发行价为每ADS 4美元。截至收盘，该公司股价报6.03美元，涨幅50.75%。8、波音宣布延长CEO卡尔霍恩退休年龄至70岁，股价收跌逾4%戴夫·卡尔霍恩（Dave Calhoun）是波音公司有史以来所经历最糟糕一个年头的首席执行官，但如今他将确认留任，以试图在可预见的未来引领这家航空航天巨头的反弹。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192866408,"gmtCreate":1621178969304,"gmtModify":1704353661144,"author":{"id":"3567570068519334","authorId":"3567570068519334","name":"胜利曙光","avatar":"https://static.tigerbbs.com/ef4fea1c9347fef2d43cbf3fa476b33e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567570068519334","idStr":"3567570068519334"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/192866408","repostId":"2135598119","repostType":4,"isVote":1,"tweetType":1,"viewCount":4318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":555070417470072,"gmtCreate":1776526133743,"gmtModify":1776526137967,"author":{"id":"3567570068519334","authorId":"3567570068519334","name":"胜利曙光","avatar":"https://static.tigerbbs.com/ef4fea1c9347fef2d43cbf3fa476b33e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567570068519334","idStr":"3567570068519334"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC院线(AMC)$&nbsp;</a><v-v data-views=\"1\"></v-v> to the moon again[财迷]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC院线(AMC)$&nbsp;</a><v-v data-views=\"1\"></v-v> to the moon again[财迷]&nbsp;&nbsp;","text":"$AMC院线(AMC)$ to the moon again[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/555070417470072","isVote":1,"tweetType":1,"viewCount":1694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888771914,"gmtCreate":1631534302938,"gmtModify":1676530568047,"author":{"id":"3567570068519334","authorId":"3567570068519334","name":"胜利曙光","avatar":"https://static.tigerbbs.com/ef4fea1c9347fef2d43cbf3fa476b33e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567570068519334","idStr":"3567570068519334"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/888771914","repostId":"1125752504","repostType":4,"isVote":1,"tweetType":1,"viewCount":4616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115657159,"gmtCreate":1622990389671,"gmtModify":1704194135717,"author":{"id":"3567570068519334","authorId":"3567570068519334","name":"胜利曙光","avatar":"https://static.tigerbbs.com/ef4fea1c9347fef2d43cbf3fa476b33e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567570068519334","idStr":"3567570068519334"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/115657159","repostId":"1156877497","repostType":4,"repost":{"id":"1156877497","kind":"news","pubTimestamp":1622983934,"share":"https://ttm.financial/m/news/1156877497?lang=en_US&edition=fundamental","pubTime":"2021-06-06 20:52","market":"hk","language":"zh","title":"Nayuki's tea, the \"first tea beverage stock,\" passed the hearing and earned 62.17 million yuan for the whole year.","url":"https://stock-news.laohu8.com/highlight/detail?id=1156877497","media":"格隆汇","summary":"随着奈雪的茶（以下简称“奈雪”）通过港交所聆讯，“新茶饮第一股”的脚步越来越近。无论是资本圈，还是从业者，似乎都在期待着新茶饮赛道的这声“发令枪”打响。心照不宣的是：如果奈雪能够“一炮而红”，全球化高","content":"<p>With Nayuki Tea (hereinafter referred to as \"Nayuki\") passing the Hong Kong Stock Exchange hearing, the \"first new tea beverage stock\" is getting closer and closer.</p><p>Both the capital circle and industry practitioners seem to be eagerly awaiting the starting gun for the new tea beverage sector. The tacit understanding is that if Nayuki can become an overnight sensation, the incubation of global high-end tea beverage brands may accelerate, and a wave of new tea beverage launches will surely emerge.</p><p>Now, Nayuki is just one step away from going public. The market may soon find answers to many questions in the new tea beverage sector.</p><p>1<b>The \"loss mystery\" has been solved; still profitable despite the pandemic.</b></p><p>Why does Nayuki's IPO contain so many profound meanings, making it a good window for observing the industry?</p><p>The biggest question the market has always asked Nayuki is about profitability. With the disclosure of the prospectus after the hearing, its \"loss mystery\" finally received a clear and forceful response. The prospectus shows that<b>In accordance with IAS 17, Nayuki achieved an adjusted net profit of 62.17 million yuan for the full year of 2020.</b>This may mean that the market's perception of Nayuki's value, and even the industry ecosystem of new tea drinks, will be reshaped.</p><p>Over the past few years, Nayuki has maintained a relatively rapid expansion trend. According to the prospectus, as of the end of 2017, Nayukita had 44 stores. This figure was refreshed to 491 stores on December 31, 2020. Of these, 489 stores were located in 66 cities in mainland China, and two were located in Hong Kong and Japan. As of the Latest Practicable Date, the number of Nayuki stores had increased to 556. According to data from Frost & Sullivan, Nayuki's market share in China's high-end freshly made tea shop market reached 18.9% in 2020, based on total retail consumption.</p><p><b>Unlike many tea beverage brands that are open to franchising, all of Nayuki's stores are currently directly operated.</b>A purely direct-operation model also means high upfront investment, and the formation of underlying retail capabilities such as the supply chain usually requires \"long-termism\". Correspondingly, we also see that,<b>For Nayuki, material and labor costs have always been the main fixed expenses, rather than store rent as previously thought.</b>Among them, raw material costs accounted for the highest proportion for three consecutive years, from 2018 to 2020.<b>35.3%, 36.6%, and 37.9%, respectively, are nearly double the average proportion of raw materials in the coffee industry in 2020.</b></p><p>However, once the underlying capabilities are established, they can often empower the retail front end and rapidly amplify the company's competitiveness. During the same period, Nayuki's average sales per order remained around 43 yuan, higher than the industry average of 35 yuan. During the performance period,<b>The first break-even period for Nayuki stores is about 4 months, while the investment payback period for stores that opened in 2018 is only 10.6 months.</b>Market data shows that the cycle for Chinese restaurant brands to break even and achieve a return on cash investment for the first time is typically 3-6 months and 15-20 months, respectively. In comparison, Nayuki has a significant advantage.</p><p><img src=\"https://static.tigerbbs.com/4a4d8f37117cc89ba93a090ca0f187d3\" tg-width=\"933\" tg-height=\"536\" referrerpolicy=\"no-referrer\"></p><p>Reflected in financial performance,<b>From 2018 to 2020, Nayuki achieved revenues of RMB 1.087 billion, RMB 2.502 billion, and RMB 3.057 billion respectively, with a compound annual growth rate of 67.7%.</b>Subsequently, Nayuki's profitability continued to improve, achieving a turnaround from loss to profit. Nayuki's adjusted net profit (non-IFRS measured) turned from a loss of RMB 11.74 million in 2019 to a profit of RMB 16.64 million in 2020.<b>Furthermore, in accordance with IAS 17, Nayuki achieved an adjusted net profit of RMB 62.17 million for the full year of 2020.</b></p><p><img src=\"https://static.tigerbbs.com/7e3fe1dddb07b20aa53d8838d1a7183c\" tg-width=\"822\" tg-height=\"758\" referrerpolicy=\"no-referrer\"></p><p>Looking ahead, Nayuki made it clear that it would not cut raw material costs in response to cost issues. Therefore, the focus of future cost control may be on improving the level of the supply chain. If Nayuki's supply chain can achieve greater efficiency, it will not only significantly reduce its operating costs and increase profit margins, but will also continue to amplify its competitiveness at the retail front end and build a safer business moat. Meanwhile, considering that directly operated stores offer unified operating standards, facilitate brand management, and directly face consumers, giving them significant advantages in developing new products, Nayuki's pure direct-operated model is gradually \"running smoothly,\" and its future operating performance may be even more optimistic.</p><p>2<b>Choice and timing: seizing the minds of major consumers</b></p><p>Further discussion is worth noting: with new tea shops all over China and a constant stream of distinctive brand players emerging, how did Nayuki manage to \"keep the clouds open\" and capture consumers' minds?</p><p>In my view, the key reason lies in Nayuki's corporate DNA and the timing of its entry into the market. Since its inception, Nayuki's goal has been to build a high-end tea beverage brand. Amidst the iteration of young consumers who have high demands for quality and taste and are more willing to pay a premium for the brand, it has gradually formed strong brand loyalty and built competitive barriers.</p><p>On a more specific level,<b>Nayuki's combination of distinctive product innovation capabilities and social space scenarios has determined that it is gradually widening the gap with its competitors.</b></p><p>Currently, Nayuki's core menu features more than 25 classic tea drinks and more than 25 classic baked goods, and it continues to launch new distinctive products inspired by seasonal fresh fruits. According to incomplete statistics, since 2018, Nayuki has launched an average of one new drink every week, and has currently launched about 60 seasonal products.</p><p><img src=\"https://static.tigerbbs.com/56736f6fc446952add753bee71c2514e\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\"></p><p>Furthermore, high-end freshly made tea shops focus on using high-quality, fresh ingredients to produce freshly made tea beverages, and their chain enterprises require standardized quality control capabilities to ensure food safety and market compatibility of flavors. Nayuki has long-standing cooperative relationships with high-quality tea gardens and orchards in many places, and has also established in-depth cooperation with well-known suppliers, ensuring that the main raw materials are customized according to brand standards with its unique supply chain resources. Achieving this requires significant economies of scale and extremely strong corporate bargaining power as a foundation, which also makes it clear that the barriers to entry in the high-end freshly made tea beverage market are much higher than ordinary people imagine.</p><p>Ultimately, all service industries are based on trust. Whoever can win the ultimate trust of their customers will stand tall forever. Judging from Nayuki's consistently high raw material costs, Nayuki has always insisted on bringing consumers higher quality and healthier products, which is believed to be one of the key points for Nayuki to win the deep trust of customers.</p><p>In addition, Nayuki's digital membership system has ample potential and is expected to continue to optimize the customer experience.</p><p><b>To date, Nayuki's membership system has nearly 35 million registered members, with online order revenue accounting for nearly 70%.</b>In 2020, 49% of Nayuki's total orders came from members. This is a huge database containing valuable data on customer behavior and preferences.</p><p>Meanwhile, with the changing main consumer forces, new consumption trends are constantly emerging, which in turn places higher demands on brands' business acumen. In this dimension, data strength determines competitiveness and begins to influence the development direction of brands. The vast data assets accumulated over time allow Nayuki to more accurately judge changes in consumer demand. At the same time, the larger Nayuki's customer base will be in the future, the more accurate its understanding of consumers will be. This growing ecosystem of services will bring better service efficiency and customer experience.</p><p>3<b>The \"first new tea beverage stock\" may influence the development of global brands.</b></p><p>Looking at it from a broader perspective, what exactly is the significance of being the \"first new tea beverage stock\"?</p><p>First, China's freshly made tea beverage market, especially the high-end freshly made tea beverage market, is an undisputed golden track.</p><p>From 2015 to 2020, the retail value of high-end freshly made tea beverages in China increased to approximately RMB 12.9 billion, with a compound annual growth rate of 75.8%. At the same time,<b>This figure is expected to further increase to approximately RMB 52.2 billion in 2025 at a compound annual growth rate of 32.2%, accounting for approximately 24.8% of the total consumption value of freshly made tea beverage products in the same year.</b></p><p><img src=\"https://static.tigerbbs.com/57239b9d8a23d0247543238b6c1bab9b\" tg-width=\"929\" tg-height=\"592\" referrerpolicy=\"no-referrer\"></p><p>Correspondingly, a surge in new tea beverage entrepreneurship quickly emerged and is intensifying. According to data from Qichacha, there are currently 324,200 milk tea-related companies in China, and the number of such companies registered year by year is increasing significantly. However, looking at the market, there are actually very few tea beverage brands that are well-known to consumers, and even fewer can be called high-end freshly made tea beverage brands.<b>According to data from iiMedia Research, as of the first quarter of 2021, there were only three companies: Nayuki, Heytea, and Heytea.</b></p><p>This reflects that although the new tea beverage market is vast and seems to have low entry barriers, it carries huge competitive risks, is difficult to build a brand, and requires certain capital.<b>This also means that the new tea beverage sector, especially in the high-end segment, does not have low barriers to entry. Leading brands such as Nayuki have a first-mover advantage and are more likely to share in the industry's dividends, which may then incubate global high-end tea beverage brands and fill market gaps.</b>After being the first to enter the capital market, Nayuki will expand its advantages in brand building and capital strength, and its competitiveness will be further enhanced.</p><p>According to data from Frost & Sullivan, as of the end of 2020, there were approximately 3,000-4,000 high-end freshly made tea shops in China, with Nayuki stores accounting for 12.5%-17%. Meanwhile, the total number of stores, including Heytea, Heytea, and Modern China Tea Shop, is approximately 1,487, far less than the 5,000 stores Starbucks has in the Chinese market. Considering the new era of consumption as the main force, unprecedented national confidence, and a larger audience for tea culture, there is undoubtedly room for further store expansion.</p><p>It is also worth noting that Nayuki's next plan is to promote Nayuki's Tea PRO, with store areas ranging from 80 to 200 square meters. Compared to standard stores, it has stronger market penetration, higher replication efficiency, and a shorter return on investment cycle. Such a combination of stores may bring consumers a richer experience, facilitate expansion, and accelerate the seizure of growth in China's high-end freshly made tea beverage market.</p><p>From another perspective, brands in the consumer sector can be roughly divided into two categories: product categories and service categories. Among product categories, the most powerful are brands that can cultivate high consumer stickiness. These types of products often leave users with a very profound experience, guaranteeing business continuity and repurchase rate, and are not highly price-sensitive, resulting in good profit performance. For this reason, such consumer brands are often favored by the capital market.</p><p>For Chinese consumers, cigarettes, alcohol, and tea are indispensable products in their lives, and a large number of these brands have emerged. Typical examples of liquor include Moutai and Wuliangye, but typical examples of tea have not yet emerged. The culture carried by tea also needs to be promoted by the power of brands. The birth of the \"first new tea beverage stock\" is an excellent opportunity, and it is believed that Nayuki is a typical example of the first tea.</p><p>4<b>Ending</b></p><p>The core opportunity in the consumer sector lies in whether brands can build a completely new lifestyle that is accepted by the new generation. This new lifestyle is reflected in two aspects: first, whether new technological elements can be applied to enable consumers to have a better product and service experience; Secondly, can a new cultural element be created to reflect the values that consumers agree with?</p><p>If these two points can be achieved, the brand will generate huge incremental growth and may even become popular worldwide in the future. Currently, Nayuki is changing the tea consumption habits of young people. Cultural innovation and the integration of technology and fashion are driving Nayuki's continuous growth. With the company's emerging global business mindset, Nayuki may become a new calling card for Chinese tea culture in the international consumer market.</p><p>From a traditional cup of tea to a new style of tea drink, the Chinese people's love for tea has never changed.</p>","source":"gelonghui_highlight","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>Nayuki's tea, the \"first tea beverage stock,\" passed the hearing and earned 62.17 million yuan for the whole year.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nNayuki's tea, the \"first tea beverage stock,\" passed the hearing and earned 62.17 million yuan for the whole year.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">格隆汇</strong><span class=\"h-time small\">2021-06-06 20:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>With Nayuki Tea (hereinafter referred to as \"Nayuki\") passing the Hong Kong Stock Exchange hearing, the \"first new tea beverage stock\" is getting closer and closer.</p><p>Both the capital circle and industry practitioners seem to be eagerly awaiting the starting gun for the new tea beverage sector. The tacit understanding is that if Nayuki can become an overnight sensation, the incubation of global high-end tea beverage brands may accelerate, and a wave of new tea beverage launches will surely emerge.</p><p>Now, Nayuki is just one step away from going public. The market may soon find answers to many questions in the new tea beverage sector.</p><p>1<b>The \"loss mystery\" has been solved; still profitable despite the pandemic.</b></p><p>Why does Nayuki's IPO contain so many profound meanings, making it a good window for observing the industry?</p><p>The biggest question the market has always asked Nayuki is about profitability. With the disclosure of the prospectus after the hearing, its \"loss mystery\" finally received a clear and forceful response. The prospectus shows that<b>In accordance with IAS 17, Nayuki achieved an adjusted net profit of 62.17 million yuan for the full year of 2020.</b>This may mean that the market's perception of Nayuki's value, and even the industry ecosystem of new tea drinks, will be reshaped.</p><p>Over the past few years, Nayuki has maintained a relatively rapid expansion trend. According to the prospectus, as of the end of 2017, Nayukita had 44 stores. This figure was refreshed to 491 stores on December 31, 2020. Of these, 489 stores were located in 66 cities in mainland China, and two were located in Hong Kong and Japan. As of the Latest Practicable Date, the number of Nayuki stores had increased to 556. According to data from Frost & Sullivan, Nayuki's market share in China's high-end freshly made tea shop market reached 18.9% in 2020, based on total retail consumption.</p><p><b>Unlike many tea beverage brands that are open to franchising, all of Nayuki's stores are currently directly operated.</b>A purely direct-operation model also means high upfront investment, and the formation of underlying retail capabilities such as the supply chain usually requires \"long-termism\". Correspondingly, we also see that,<b>For Nayuki, material and labor costs have always been the main fixed expenses, rather than store rent as previously thought.</b>Among them, raw material costs accounted for the highest proportion for three consecutive years, from 2018 to 2020.<b>35.3%, 36.6%, and 37.9%, respectively, are nearly double the average proportion of raw materials in the coffee industry in 2020.</b></p><p>However, once the underlying capabilities are established, they can often empower the retail front end and rapidly amplify the company's competitiveness. During the same period, Nayuki's average sales per order remained around 43 yuan, higher than the industry average of 35 yuan. During the performance period,<b>The first break-even period for Nayuki stores is about 4 months, while the investment payback period for stores that opened in 2018 is only 10.6 months.</b>Market data shows that the cycle for Chinese restaurant brands to break even and achieve a return on cash investment for the first time is typically 3-6 months and 15-20 months, respectively. In comparison, Nayuki has a significant advantage.</p><p><img src=\"https://static.tigerbbs.com/4a4d8f37117cc89ba93a090ca0f187d3\" tg-width=\"933\" tg-height=\"536\" referrerpolicy=\"no-referrer\"></p><p>Reflected in financial performance,<b>From 2018 to 2020, Nayuki achieved revenues of RMB 1.087 billion, RMB 2.502 billion, and RMB 3.057 billion respectively, with a compound annual growth rate of 67.7%.</b>Subsequently, Nayuki's profitability continued to improve, achieving a turnaround from loss to profit. Nayuki's adjusted net profit (non-IFRS measured) turned from a loss of RMB 11.74 million in 2019 to a profit of RMB 16.64 million in 2020.<b>Furthermore, in accordance with IAS 17, Nayuki achieved an adjusted net profit of RMB 62.17 million for the full year of 2020.</b></p><p><img src=\"https://static.tigerbbs.com/7e3fe1dddb07b20aa53d8838d1a7183c\" tg-width=\"822\" tg-height=\"758\" referrerpolicy=\"no-referrer\"></p><p>Looking ahead, Nayuki made it clear that it would not cut raw material costs in response to cost issues. Therefore, the focus of future cost control may be on improving the level of the supply chain. If Nayuki's supply chain can achieve greater efficiency, it will not only significantly reduce its operating costs and increase profit margins, but will also continue to amplify its competitiveness at the retail front end and build a safer business moat. Meanwhile, considering that directly operated stores offer unified operating standards, facilitate brand management, and directly face consumers, giving them significant advantages in developing new products, Nayuki's pure direct-operated model is gradually \"running smoothly,\" and its future operating performance may be even more optimistic.</p><p>2<b>Choice and timing: seizing the minds of major consumers</b></p><p>Further discussion is worth noting: with new tea shops all over China and a constant stream of distinctive brand players emerging, how did Nayuki manage to \"keep the clouds open\" and capture consumers' minds?</p><p>In my view, the key reason lies in Nayuki's corporate DNA and the timing of its entry into the market. Since its inception, Nayuki's goal has been to build a high-end tea beverage brand. Amidst the iteration of young consumers who have high demands for quality and taste and are more willing to pay a premium for the brand, it has gradually formed strong brand loyalty and built competitive barriers.</p><p>On a more specific level,<b>Nayuki's combination of distinctive product innovation capabilities and social space scenarios has determined that it is gradually widening the gap with its competitors.</b></p><p>Currently, Nayuki's core menu features more than 25 classic tea drinks and more than 25 classic baked goods, and it continues to launch new distinctive products inspired by seasonal fresh fruits. According to incomplete statistics, since 2018, Nayuki has launched an average of one new drink every week, and has currently launched about 60 seasonal products.</p><p><img src=\"https://static.tigerbbs.com/56736f6fc446952add753bee71c2514e\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\"></p><p>Furthermore, high-end freshly made tea shops focus on using high-quality, fresh ingredients to produce freshly made tea beverages, and their chain enterprises require standardized quality control capabilities to ensure food safety and market compatibility of flavors. Nayuki has long-standing cooperative relationships with high-quality tea gardens and orchards in many places, and has also established in-depth cooperation with well-known suppliers, ensuring that the main raw materials are customized according to brand standards with its unique supply chain resources. Achieving this requires significant economies of scale and extremely strong corporate bargaining power as a foundation, which also makes it clear that the barriers to entry in the high-end freshly made tea beverage market are much higher than ordinary people imagine.</p><p>Ultimately, all service industries are based on trust. Whoever can win the ultimate trust of their customers will stand tall forever. Judging from Nayuki's consistently high raw material costs, Nayuki has always insisted on bringing consumers higher quality and healthier products, which is believed to be one of the key points for Nayuki to win the deep trust of customers.</p><p>In addition, Nayuki's digital membership system has ample potential and is expected to continue to optimize the customer experience.</p><p><b>To date, Nayuki's membership system has nearly 35 million registered members, with online order revenue accounting for nearly 70%.</b>In 2020, 49% of Nayuki's total orders came from members. This is a huge database containing valuable data on customer behavior and preferences.</p><p>Meanwhile, with the changing main consumer forces, new consumption trends are constantly emerging, which in turn places higher demands on brands' business acumen. In this dimension, data strength determines competitiveness and begins to influence the development direction of brands. The vast data assets accumulated over time allow Nayuki to more accurately judge changes in consumer demand. At the same time, the larger Nayuki's customer base will be in the future, the more accurate its understanding of consumers will be. This growing ecosystem of services will bring better service efficiency and customer experience.</p><p>3<b>The \"first new tea beverage stock\" may influence the development of global brands.</b></p><p>Looking at it from a broader perspective, what exactly is the significance of being the \"first new tea beverage stock\"?</p><p>First, China's freshly made tea beverage market, especially the high-end freshly made tea beverage market, is an undisputed golden track.</p><p>From 2015 to 2020, the retail value of high-end freshly made tea beverages in China increased to approximately RMB 12.9 billion, with a compound annual growth rate of 75.8%. At the same time,<b>This figure is expected to further increase to approximately RMB 52.2 billion in 2025 at a compound annual growth rate of 32.2%, accounting for approximately 24.8% of the total consumption value of freshly made tea beverage products in the same year.</b></p><p><img src=\"https://static.tigerbbs.com/57239b9d8a23d0247543238b6c1bab9b\" tg-width=\"929\" tg-height=\"592\" referrerpolicy=\"no-referrer\"></p><p>Correspondingly, a surge in new tea beverage entrepreneurship quickly emerged and is intensifying. According to data from Qichacha, there are currently 324,200 milk tea-related companies in China, and the number of such companies registered year by year is increasing significantly. However, looking at the market, there are actually very few tea beverage brands that are well-known to consumers, and even fewer can be called high-end freshly made tea beverage brands.<b>According to data from iiMedia Research, as of the first quarter of 2021, there were only three companies: Nayuki, Heytea, and Heytea.</b></p><p>This reflects that although the new tea beverage market is vast and seems to have low entry barriers, it carries huge competitive risks, is difficult to build a brand, and requires certain capital.<b>This also means that the new tea beverage sector, especially in the high-end segment, does not have low barriers to entry. Leading brands such as Nayuki have a first-mover advantage and are more likely to share in the industry's dividends, which may then incubate global high-end tea beverage brands and fill market gaps.</b>After being the first to enter the capital market, Nayuki will expand its advantages in brand building and capital strength, and its competitiveness will be further enhanced.</p><p>According to data from Frost & Sullivan, as of the end of 2020, there were approximately 3,000-4,000 high-end freshly made tea shops in China, with Nayuki stores accounting for 12.5%-17%. Meanwhile, the total number of stores, including Heytea, Heytea, and Modern China Tea Shop, is approximately 1,487, far less than the 5,000 stores Starbucks has in the Chinese market. Considering the new era of consumption as the main force, unprecedented national confidence, and a larger audience for tea culture, there is undoubtedly room for further store expansion.</p><p>It is also worth noting that Nayuki's next plan is to promote Nayuki's Tea PRO, with store areas ranging from 80 to 200 square meters. Compared to standard stores, it has stronger market penetration, higher replication efficiency, and a shorter return on investment cycle. Such a combination of stores may bring consumers a richer experience, facilitate expansion, and accelerate the seizure of growth in China's high-end freshly made tea beverage market.</p><p>From another perspective, brands in the consumer sector can be roughly divided into two categories: product categories and service categories. Among product categories, the most powerful are brands that can cultivate high consumer stickiness. These types of products often leave users with a very profound experience, guaranteeing business continuity and repurchase rate, and are not highly price-sensitive, resulting in good profit performance. For this reason, such consumer brands are often favored by the capital market.</p><p>For Chinese consumers, cigarettes, alcohol, and tea are indispensable products in their lives, and a large number of these brands have emerged. Typical examples of liquor include Moutai and Wuliangye, but typical examples of tea have not yet emerged. The culture carried by tea also needs to be promoted by the power of brands. The birth of the \"first new tea beverage stock\" is an excellent opportunity, and it is believed that Nayuki is a typical example of the first tea.</p><p>4<b>Ending</b></p><p>The core opportunity in the consumer sector lies in whether brands can build a completely new lifestyle that is accepted by the new generation. This new lifestyle is reflected in two aspects: first, whether new technological elements can be applied to enable consumers to have a better product and service experience; Secondly, can a new cultural element be created to reflect the values that consumers agree with?</p><p>If these two points can be achieved, the brand will generate huge incremental growth and may even become popular worldwide in the future. Currently, Nayuki is changing the tea consumption habits of young people. Cultural innovation and the integration of technology and fashion are driving Nayuki's continuous growth. With the company's emerging global business mindset, Nayuki may become a new calling card for Chinese tea culture in the international consumer market.</p><p>From a traditional cup of tea to a new style of tea drink, the Chinese people's love for tea has never changed.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.gelonghui.com/p/468993\">格隆汇</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/56736f6fc446952add753bee71c2514e","relate_stocks":{},"source_url":"https://www.gelonghui.com/p/468993","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"1156877497","content_text":"随着奈雪的茶（以下简称“奈雪”）通过港交所聆讯，“新茶饮第一股”的脚步越来越近。无论是资本圈，还是从业者，似乎都在期待着新茶饮赛道的这声“发令枪”打响。心照不宣的是：如果奈雪能够“一炮而红”，全球化高端茶饮品牌或加速孵化，新茶饮上市热潮亦必将奔涌而出。如今，奈雪离上市仅有一步之遥。新茶饮赛道的诸多问题，或许很快就会得到市场的答案。1“亏损迷局”解开，遭遇疫情依然盈利而奈雪上市何以蕴藏如此多的深意，成为不错的行业观察窗口？一直以来，市场对奈雪最大的拷问即是盈利。随着聆讯后招股书的披露，其“亏损迷局”终于得到明确而有力的回应。招股书显示，按照国际会计准则第17号，奈雪2020年全年实现经调整净利润6217万，这或许意味着，市场对于奈雪的价值认知，乃至新茶饮的行业生态将要重塑。过去几年，奈雪始终保持着较快的扩张态势。招股书显示，截至2017年底，奈雪茶饮店数量为44间，这一数据于2020年12月31日被刷新为491间，其中489间门店分布在中国大陆66个城市，还有两间分别位于香港特区和日本。截至最后实际可行日期，奈雪门店数量已经增至556间。根据灼识咨询数据，以2020年零售消费总值计，奈雪在中国高端现制茶饮店市场中的份额达到18.9%。区别于众多开放加盟的茶饮品牌，目前奈雪所有门店均为直营店。纯粹的直营模式同样意味着较高的前期投入，供应链等零售后端底层能力的形成通常需要“长期主义”。对应也看到，对奈雪来说材料和人工成本一直是最主要的固定支出，而非早前外界以为的店铺租金。其中，原料成本更是连续3年占比最高，2018年至2020年依次为35.3%、36.6%、37.9%，对比2020年咖啡行业原料占比均值，奈雪同年高出近一倍。但往往，底层能力一旦形成便能够赋能零售前端，迅速放大企业竞争力。同期，奈雪每单平均销售额保持在43元左右，高于行业均值的35元。业绩期内，奈雪门店首次盈亏平衡期约4个月，2018年开业的门店投资回收期仅为10.6个月。市场数据显示，中餐品牌首次达成盈亏平衡及现金投资回报的周期通常为3-6个月及15-20个月，相比之下奈雪具有显著优越性。映射到财务表现上，2018-2020年，奈雪分别实现营收10.87亿元、25.02亿元、30.57亿元，复合年增长达到67.7%。随之奈雪的盈利能力持续提升，实现扭亏为盈。奈雪经调整净利润（非国际财务报告准则计量）由2019年的亏损1174万元，转为2020年的盈利1664万元。且按照国际会计准则第17号，奈雪2020年全年实现经调整净利润6217万。后续而言，奈雪针对成本问题曾明确表态不会削减原料成本。那么，未来成本控制的重心或落在提升供应链水平等方面。而如果奈雪的供应链能够发挥出更大效能，不仅将大大压缩其经营成本，增加盈利空间，还将继续放大其零售前端的竞争力，构建起更安全的商业护城河。同时考虑到，直营门店为统一操作标准、方便品牌管理，且直面消费者，在开发新产品等方面具有明显优势，奈雪的纯直营模式逐渐“跑通”，其未来经营业绩可能会更加乐观。2选择与时机，抢占消费主力心智进一步值得探讨的是：当下新茶饮店遍布中国，各具特色的品牌玩家层出不穷，奈雪又是何以“守得云开”，抢占消费者心智的？笔者看来，关键原因在于奈雪的企业基因与进场时机。奈雪自成立之初所坚持的目标即是打造高端茶饮品牌，在对品质和口感要求较高，更愿为品牌付出溢价的年轻消费主力迭代中，其逐步形成了较强的品牌忠诚度，构筑出竞争壁垒。更具体的层面而言，奈雪兼具风格显著的产品创新能力和社交空间场景，决定其与一众竞争者逐步拉开差距。目前，奈雪的核心菜单拥有超过25种经典茶饮，25种以上的经典烘焙产品品类，并在基础之上以当季鲜果为灵感持续推出特色新品。不完全统计，自2018年以来，奈雪平均每周上新一款饮品，目前已推出约60种季节性产品。并且，高端现制茶饮店专注使用优质、新鲜配料生产现制茶饮，其连锁企业要求标准化品控能力，保障食品的安全性及口味的市场契合度。奈雪与多地的优质茶园、果园均有多年合作关系，且与知名供应商达成深度合作，以独有的供应链资源确保主要原料按品牌标准定制。实现这一点需要有显著的规模效应和极强的企业议价能力作为基础，也侧面明确高端现制茶饮赛道的门槛要比普通人想象的高得多。纵观之下，其实所有的服务业最终经营的都是一种信任，谁能够赢得客户的终极信任，就可以永远屹立。从奈雪居高不减的原材料成本来看，奈雪一直坚持给消费者带来更高品质、更健康的产品，相信这也会是奈雪能赢得客户深度信任的关键点之一。此外，奈雪的数字化会员体系势能充足，或有望继续优化客户体验。截至目前，奈雪会员体系的注册会员接近3500万，线上订单收入占比近7成。2020年，奈雪订单总数中有49%来自会员。这是一个庞大的数据库，其中包含着客户行为及偏好的宝贵数据。同时随着消费主力的更迭，新的消费趋势不断涌现，进而对品牌的商业嗅觉提出更高要求，在这个维度上，数据实力即决定竞争能力，开始左右品牌的发展走向。依靠时间积累出的庞大数据资产，则可以让奈雪更精准地判断消费者需求的变化。同时，未来奈雪服务的客户群体人数越多，它对消费者的理解也就越精准，这种具有生长力的生态服务体系将带来更好的服务效率和客户体验。3“新茶饮第一股”，或牵动全球性品牌发展放大视野来看，“新茶饮第一股”的意义究竟在哪？首先，中国现制茶饮市场，尤其高端现制茶饮市场，是为不争的黄金赛道。2015-2020年，中国高端现制茶饮所产生的零售价值增至约129亿元，复合年增长率达到75.8%。同时，这一数值预计将以32.2%的复合年增长率进一步增至2025年的约522亿元，将占同年现制茶饮产品消费价值总额的约24.8%。与之对应，新茶饮创业热潮迅速引发且愈演愈烈。企查查数据显示，目前中国共有32.42万家奶茶相关企业，这类企业年注册量逐年大增。但纵观市场，为消费者熟知的茶饮品牌其实为数不多，能称上高端现制茶饮品牌的更是寥寥。据艾媒咨询数据，截至2021年一季度，仅有奈雪、喜茶、乐乐茶三家。这反映出，新茶饮市场虽然广阔且看似入行门槛不高，但竞争风险巨大、品牌难塑、具有一定资本要求。也意味着新茶饮赛道尤其高端细分领域，并非低壁垒，奈雪等头部品牌占据先发优势，更有望分享产业红利，进而可能孵化全球化高端茶饮品牌，填补市场空白。奈雪率先登陆资本市场后，将在品牌塑造及资本实力等方面扩大优势，竞争力再度增强。灼识咨询数据显示，截至2020年底，中国高端现制茶饮店数量约为3000-4000间，奈雪门店占比在12.5%-17%之间；同时包含喜茶、乐乐茶及茶颜悦色在内的门店数量合共约1487间，远低于星巴克在中国市场所拥有5000家门店数量。考虑到新消费主力时代，民族自信空前，茶文化拥有更为庞大的受众，无疑存在进一步的门店扩容空间。且值得注意的是，奈雪下一步计划主推奈雪的茶PRO，店铺面积在80-200平。其较标准店而言的市场渗透力更强，复制效率更高，投资回报周期也更短。这样的门店组合或许能够为消费者带来更丰富的体验，利于扩张，使其有望加速抢占中国高端现制茶饮市场的增量。另外的角度来看，大消费领域的品牌大致可分为产品类和服务类两大类别，产品类中最为强大的是能使得消费者形成高粘度消费习惯的品牌。这类产品往往可以让用户留下非常深的体验，为业务持续性和复购率提供保证，且价格敏感度不高，利润表现较好。也是因此，这种消费品牌往往受到资本市场青睐。对中国的消费者来说，烟、酒、茶都是生活中不可缺少的产品，其中产生了大量的这种品牌。酒的典型案例如茅台、五粮液，但茶的典型案例却尚未出现。茶所承载的文化亦需要依靠品牌力量去推动，“新茶饮第一股”的诞生便是绝佳机会，相信第一个茶的典型案例很大可能会是奈雪。4尾声大消费领域的核心机会正是在于，品牌能否构建一个全新的、被新生代人群接受的生活方式。这种新的生活方式体现在两个方面：一是能不能应用到新的科技元素，以使消费者获得更好的产品体验和服务体验；二是能不能创造出一种新的文化元素，以使消费者认同的价值观得到体现。如果能够做到这两点，那么这个品牌就会产生巨大的增量，未来甚至可以风行全球。目前来看，奈雪正在改变年轻人的茶消费习惯，文化创新融合科技时尚驱动着奈雪的持续成长，在公司锋芒初现的全球化商业思维下，奈雪或将成为国际消费市场上，中国茶文化的一张新名片。从一杯传统清茶，到一杯新式茶饮，中国人对茶的喜爱从未改变。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130380526,"gmtCreate":1621512805365,"gmtModify":1704358827593,"author":{"id":"3567570068519334","authorId":"3567570068519334","name":"胜利曙光","avatar":"https://static.tigerbbs.com/ef4fea1c9347fef2d43cbf3fa476b33e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567570068519334","idStr":"3567570068519334"},"themes":[],"title":"","htmlText":"R.I.P","listText":"R.I.P","text":"R.I.P","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/130380526","repostId":"1172260099","repostType":4,"repost":{"id":"1172260099","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1621496381,"share":"https://ttm.financial/m/news/1172260099?lang=en_US&edition=fundamental","pubTime":"2021-05-20 15:39","market":"us","language":"zh","title":"Beike: Founder and Chairman Zuo Hui passed away due to illness.","url":"https://stock-news.laohu8.com/highlight/detail?id=1172260099","media":"老虎资讯综合","summary":"5月20日，贝壳找房发布消息，公司创始人兼董事长左晖先生因疾病意外恶化于2021年5月20日去世。公司董事会将就公司治理和相关事宜做出适当安排，并在两周内适时发布公告。从链家到贝壳，极其有幸和左晖一起共事，一起奋斗拼搏，一起推动行业进步的我们，失去了一位亲密的伙伴和智慧的师长。","content":"<p>On May 20, Beike Zhaofang announced that its founder and chairman, Mr. Zuo Hui, passed away on May 20, 2021, due to an unexpected deterioration of his illness. The company's board of directors will make appropriate arrangements for corporate governance and related matters, and will issue an announcement in due course within two weeks.</p><p><img src=\"https://static.tigerbbs.com/1886ae2338974634f6267e1c9b360096\" tg-width=\"640\" tg-height=\"321\" referrerpolicy=\"no-referrer\"></p><p>Beike Zhaofang's obituary stated that it was extremely sad today that Zuo Hui, the founder and chairman of Beike, had passed away due to illness. Beike has lost a founder who laid the foundation for our business and mission, and the residential industry has lost a leader who has always been exploring and innovating. From Lianjia to Beike, we were extremely fortunate to work with Zuo Hui, strive together, and promote industry progress together. However, we have lost a close partner and a wise mentor. Zuo Hui once said: The destiny of business operators in our era is to do the hard and tiring work of truly improving the quality of basic services behind the scenes.</p><p>Zuo Hui's spirit will always inspire us to persist in doing the difficult but right things!</p><p><img src=\"https://static.tigerbbs.com/ab94dc391d8c1ff12ecf74980aa76d1b\" tg-width=\"620\" tg-height=\"760\" referrerpolicy=\"no-referrer\">Zuo Hui's personal resume</p><p>Zuo Hui, born in January 1971, holds a master's degree and is the chairman of Lianjia, vice president of the China Real Estate Appraisers and Brokers Association, vice president of the Beijing Real Estate Brokerage Industry Association, and vice president of the All-China Federation of Real Estate Chambers of Commerce. He founded Lianjia in 2001. Under Zuo Hui's leadership, Lianjia has been committed to leading the healthy and standardized development of China's real estate service industry.</p><p>Biographies are as follows:</p><p>1. 1988-1992 – Associate Degree in Computer Science and Applications at Beijing Institute of Chemical Technology (now Beijing University of Chemical Technology)</p><p>2. 1995-1999 – General Manager of Beijing Tianchi Trade Center</p><p>3. 2006-2008 – Peking University EMBA Master's Degree</p><p>4. On November 27, 2017, he was elected as a standing committee member of the 12th Executive Committee of the All-China Federation of Industry and Commerce.</p><p>5. 2001 to present – Chairman of Lianjia</p><p>Beijing Lianjia Real Estate Brokerage Co., Ltd.</p><p>Beijing Lianjia Real Estate Brokerage Co., Ltd. was founded on November 12, 2001, with Zuo Hui as its chairman. Lianjia Real Estate is a comprehensive real estate service entity with real estate brokerage business as its core and nationwide development. Its system encompasses three parts: real estate, finance, and commerce. Its business scope includes full-process housing agency, housing leasing, housing sales, luxury housing rental and sales, listing and trading of \"central housing\", warrant processing, mortgage loans, real estate investment consulting, shop rental and sales, office building rental and sales, and sales agency for commercial housing, vacant housing, and corporate debt housing. The company aims to become a leader in residential real estate brokerage, financial mortgage services, and commercial real estate services in China. On September 28, 2015, Lianjia announced a strategic partnership with Dalian Haowangjiao Real Estate Brokerage Co., Ltd. On February 1, 2016, Lianjia and SOHO China signed a strategic cooperation agreement, under which Lianjia will provide owners of SOHO China's properties with in-depth services such as home sales and rentals. In February 2016, Lianjia stopped offering down payment loans for new homes.</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>Beike: Founder and Chairman Zuo Hui passed away due to illness.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nBeike: Founder and Chairman Zuo Hui passed away due to illness.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-05-20 15:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On May 20, Beike Zhaofang announced that its founder and chairman, Mr. Zuo Hui, passed away on May 20, 2021, due to an unexpected deterioration of his illness. The company's board of directors will make appropriate arrangements for corporate governance and related matters, and will issue an announcement in due course within two weeks.</p><p><img src=\"https://static.tigerbbs.com/1886ae2338974634f6267e1c9b360096\" tg-width=\"640\" tg-height=\"321\" referrerpolicy=\"no-referrer\"></p><p>Beike Zhaofang's obituary stated that it was extremely sad today that Zuo Hui, the founder and chairman of Beike, had passed away due to illness. Beike has lost a founder who laid the foundation for our business and mission, and the residential industry has lost a leader who has always been exploring and innovating. From Lianjia to Beike, we were extremely fortunate to work with Zuo Hui, strive together, and promote industry progress together. However, we have lost a close partner and a wise mentor. Zuo Hui once said: The destiny of business operators in our era is to do the hard and tiring work of truly improving the quality of basic services behind the scenes.</p><p>Zuo Hui's spirit will always inspire us to persist in doing the difficult but right things!</p><p><img src=\"https://static.tigerbbs.com/ab94dc391d8c1ff12ecf74980aa76d1b\" tg-width=\"620\" tg-height=\"760\" referrerpolicy=\"no-referrer\">Zuo Hui's personal resume</p><p>Zuo Hui, born in January 1971, holds a master's degree and is the chairman of Lianjia, vice president of the China Real Estate Appraisers and Brokers Association, vice president of the Beijing Real Estate Brokerage Industry Association, and vice president of the All-China Federation of Real Estate Chambers of Commerce. He founded Lianjia in 2001. Under Zuo Hui's leadership, Lianjia has been committed to leading the healthy and standardized development of China's real estate service industry.</p><p>Biographies are as follows:</p><p>1. 1988-1992 – Associate Degree in Computer Science and Applications at Beijing Institute of Chemical Technology (now Beijing University of Chemical Technology)</p><p>2. 1995-1999 – General Manager of Beijing Tianchi Trade Center</p><p>3. 2006-2008 – Peking University EMBA Master's Degree</p><p>4. On November 27, 2017, he was elected as a standing committee member of the 12th Executive Committee of the All-China Federation of Industry and Commerce.</p><p>5. 2001 to present – Chairman of Lianjia</p><p>Beijing Lianjia Real Estate Brokerage Co., Ltd.</p><p>Beijing Lianjia Real Estate Brokerage Co., Ltd. was founded on November 12, 2001, with Zuo Hui as its chairman. Lianjia Real Estate is a comprehensive real estate service entity with real estate brokerage business as its core and nationwide development. Its system encompasses three parts: real estate, finance, and commerce. Its business scope includes full-process housing agency, housing leasing, housing sales, luxury housing rental and sales, listing and trading of \"central housing\", warrant processing, mortgage loans, real estate investment consulting, shop rental and sales, office building rental and sales, and sales agency for commercial housing, vacant housing, and corporate debt housing. The company aims to become a leader in residential real estate brokerage, financial mortgage services, and commercial real estate services in China. On September 28, 2015, Lianjia announced a strategic partnership with Dalian Haowangjiao Real Estate Brokerage Co., Ltd. On February 1, 2016, Lianjia and SOHO China signed a strategic cooperation agreement, under which Lianjia will provide owners of SOHO China's properties with in-depth services such as home sales and rentals. In February 2016, Lianjia stopped offering down payment loans for new homes.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/37adeafc342b03229d3f36a86537a885","relate_stocks":{"BEKE":"贝壳"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172260099","content_text":"5月20日，贝壳找房发布消息，公司创始人兼董事长左晖先生因疾病意外恶化于2021年5月20日去世。公司董事会将就公司治理和相关事宜做出适当安排，并在两周内适时发布公告。贝壳找房讣告称，今天万分难过，贝壳创始人、董事长左晖因病离开了我们。贝壳失去了一位奠定我们事业和使命的创始者，居住产业失去了一位始终在探索和创新的引领者。从链家到贝壳，极其有幸和左晖一起共事，一起奋斗拼搏，一起推动行业进步的我们，失去了一位亲密的伙伴和智慧的师长。左晖曾经讲过：我们这个时代企业经营者的宿命，就是要去干烟花背后的真正提升基础服务品质的苦活、累活。左晖的精神永远激励我们，坚持做难而正确的事！左晖个人履历左晖，1971年1月生，硕士学历，链家董事长、中国房地产估价师与房地产经纪人学会副会长、北京市房地产中介行业协会副会长、全联房地产商会副会长。2001年创办链家。在左晖的带领下，链家一直致力于引领中国房地产服务行业健康规范发展。履历如下：1、1988-1992年——北京化工学院（现北京化工大学） 计算机系 计算机及应用专业 大专2、1995-1999年——北京天持商贸中心 总经理3、2006-2008年——北京大学EMBA 硕士4、2017年11月27日，当选全国工商联第十二届执行委员会常务委员5、2001年至今——链家董事长北京链家房地产经纪有限公司：京链家房地产经纪有限公司创立于2001年11月12日，董事长为左晖，链家地产是以地产中介业务为核心全国化发展的房地产综合服务体。其体系内囊括地产、金融和商业三个部分，业务范围涉及房屋全程代理、房屋租赁、房屋买卖、豪宅租售、\" 央产房 \" 上市交易、权证办理、按揭贷款、房地产投资咨询、商铺租售、写字楼租售及商品房、空置房、企业债权房销售代理等。公司立志成为国内在住宅地产经纪、金融按揭服务和商业地产服务方面的领跑者。2015年9月28日，链家宣布与大连好旺角房屋经纪有限公司达成战略合作。2016年2月1日，链家与SOHO中国签署战略合作协议，链家为 SOHO中国旗下物业的业主提供房屋出售及出租等深化服务。2016年2月，链家已停止新房首付贷。","news_type":1,"symbols_score_info":{"BEKE":0.9}},"isVote":1,"tweetType":1,"viewCount":3449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191788749,"gmtCreate":1620908014381,"gmtModify":1704350247042,"author":{"id":"3567570068519334","authorId":"3567570068519334","name":"胜利曙光","avatar":"https://static.tigerbbs.com/ef4fea1c9347fef2d43cbf3fa476b33e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567570068519334","idStr":"3567570068519334"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/191788749","repostId":"1195138527","repostType":4,"repost":{"id":"1195138527","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1620904679,"share":"https://ttm.financial/m/news/1195138527?lang=en_US&edition=fundamental","pubTime":"2021-05-13 19:17","market":"hk","language":"zh","title":"Alibaba's financial report: First quarterly loss, record full-year GMV","url":"https://stock-news.laohu8.com/highlight/detail?id=1195138527","media":"老虎资讯综合","summary":"5月13日，$阿里巴巴$集团发布2021财年四季度及全年财报。·里程碑：2021全财年全球年度活跃消费者达10亿，阿里巴巴生态体系GMV达到8.119万亿元人民币。中国零售市场表现稳健，四季度淘宝GMV增长加快，淘宝直播财年GMV超5000亿元。·公司季度经营亏损76.63亿，为阿里上市以来的首次季度亏损，公司称这主要受反垄断调查的罚款影响。阿里巴巴首席财务官武卫︰我们在2021财年的收入超过了年度收入指引，实现了同比32%的强劲增长。","content":"<p>On May 13,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>The Group released its financial results for the fourth quarter and full year of fiscal year 2021.</p><p><b>general situation</b></p><p>·<b>Milestones: Global annual active consumers reached 1 billion in fiscal year 2021, and Alibaba's ecosystem GMV reached RMB 8.119 trillion.</b>。</p><p>• The annual active consumers in China's retail market were 811 million, an increase of 85 million compared to the 12 months ended March 31, 2020. China's retail market performed steadily, with Taobao's GMV growth accelerating in the fourth quarter, and Taobao Live's fiscal year GMV exceeding 500 billion yuan.</p><p><img src=\"https://static.tigerbbs.com/7221fbd8f9f1f9dbb68fbfe8c1afb2b7\" tg-width=\"800\" tg-height=\"181\" referrerpolicy=\"no-referrer\"></p><p>• Significant growth driven by multiple engines: Cainiao continued its high growth, with a full-year growth of 68%; Cloud computing revenue for the full fiscal year increased by 50% year-on-year to RMB 60.12 billion, maintaining the previous steady growth momentum.</p><p>The company reported a quarterly operating loss of 7.663 billion yuan, its first quarterly loss since Alibaba's IPO, which the company said was mainly due to fines imposed in antitrust investigations.</p><p><b>Key Financial Information</b></p><p><b>Fourth quarter of fiscal year 2021 (January-March 2021)</b></p><p><ul><li>Revenue:<b>RMB 187.395 billion, up 64% year-on-year</b>； Expected: 178.18 billion yuan.</li><li>Excluding the impact of the merger with Sun Art Retail, revenue would have been RMB 159.952 billion (US$24.413 billion), representing a year-on-year increase of 40%.</li><li><b>Alibaba reported an operating loss of RMB 7.663 billion (US$1.17 billion) for the quarter, mainly due to a RMB 18.228 billion (US$2.782 billion) fine imposed by the State Administration for Market Regulation under China's Anti-Monopoly Law.</b>。 Excluding this one-time impact, our operating profit was RMB10.565 billion (US$1.612 billion), representing a year-on-year increase of 48%.</li></ul><img src=\"https://static.tigerbbs.com/813b554fe1d8b36f4724739911d359db\" tg-width=\"800\" tg-height=\"557\" referrerpolicy=\"no-referrer\"></p><p><b>FY2021 Full Year (ended 31 March 2021)</b></p><p><ul><li>Revenue:<b>RMB 717.289 billion, up 41% year-on-year</b>； Expected: 709.233 billion yuan.</li><li>Excluding the impact of the merger of Sun Art Retail since October 2020, revenue would have been RMB674.42 billion (US$102.937 billion), representing a year-on-year increase of 32%.</li><li>Net profit attributable to shareholders for fiscal year 2021 was RMB 150.308 billion (US$22.941 billion), and net profit was RMB 143.284 billion (US$21.869 billion).</li><li>Excluding certain items such as antitrust fines and Ant Group-related share-based incentive expenses, non-GAAP net profit was RMB 171.985 billion (US$26.25 billion), a year-on-year increase of 30%.</li><li>Earnings per share for fiscal year 2021 were RMB 54.7, compared to market expectations of RMB 58.51 and RMB 55.93 in the same period last year.</li></ul><img src=\"https://static.tigerbbs.com/363f43691583bf8ca183754ec49cdd3b\" tg-width=\"800\" tg-height=\"562\" referrerpolicy=\"no-referrer\"></p><p><b>Executive Interpretation</b></p><p>Alibaba Chairman and CEO Daniel Zhang: We have high expectations for China's consumption-driven economic growth. We will continue to focus on user experience and concentrate on creating customer value through innovation, thereby fulfilling our mission of making business easy in the digital age. Alibaba Group reached the historic milestone of 1 billion annual active consumers worldwide in fiscal year 2021. Our overall business is growing strongly on a healthy foundation, and the Alibaba ecosystem also achieved a new record GMV of US$1.2 trillion this fiscal year.</p><p>Alibaba CFO Wu Wei: Our revenue in fiscal year 2021 exceeded our annual revenue guidance, achieving strong year-on-year growth of 32% (excluding the consolidation of the newly acquired Sun Art Retail). This was driven by the strong performance of our core businesses and the continued growth of Alibaba Cloud.</p><p><img src=\"https://static.tigerbbs.com/572fe970d9ce420ef138b95fdca1c20d\" tg-width=\"550\" tg-height=\"2667\" 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>Alibaba's financial report: First quarterly loss, record full-year GMV</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nAlibaba's financial report: First quarterly loss, record full-year GMV\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-05-13 19:17</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On May 13,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>The Group released its financial results for the fourth quarter and full year of fiscal year 2021.</p><p><b>general situation</b></p><p>·<b>Milestones: Global annual active consumers reached 1 billion in fiscal year 2021, and Alibaba's ecosystem GMV reached RMB 8.119 trillion.</b>。</p><p>• The annual active consumers in China's retail market were 811 million, an increase of 85 million compared to the 12 months ended March 31, 2020. China's retail market performed steadily, with Taobao's GMV growth accelerating in the fourth quarter, and Taobao Live's fiscal year GMV exceeding 500 billion yuan.</p><p><img src=\"https://static.tigerbbs.com/7221fbd8f9f1f9dbb68fbfe8c1afb2b7\" tg-width=\"800\" tg-height=\"181\" referrerpolicy=\"no-referrer\"></p><p>• Significant growth driven by multiple engines: Cainiao continued its high growth, with a full-year growth of 68%; Cloud computing revenue for the full fiscal year increased by 50% year-on-year to RMB 60.12 billion, maintaining the previous steady growth momentum.</p><p>The company reported a quarterly operating loss of 7.663 billion yuan, its first quarterly loss since Alibaba's IPO, which the company said was mainly due to fines imposed in antitrust investigations.</p><p><b>Key Financial Information</b></p><p><b>Fourth quarter of fiscal year 2021 (January-March 2021)</b></p><p><ul><li>Revenue:<b>RMB 187.395 billion, up 64% year-on-year</b>； Expected: 178.18 billion yuan.</li><li>Excluding the impact of the merger with Sun Art Retail, revenue would have been RMB 159.952 billion (US$24.413 billion), representing a year-on-year increase of 40%.</li><li><b>Alibaba reported an operating loss of RMB 7.663 billion (US$1.17 billion) for the quarter, mainly due to a RMB 18.228 billion (US$2.782 billion) fine imposed by the State Administration for Market Regulation under China's Anti-Monopoly Law.</b>。 Excluding this one-time impact, our operating profit was RMB10.565 billion (US$1.612 billion), representing a year-on-year increase of 48%.</li></ul><img src=\"https://static.tigerbbs.com/813b554fe1d8b36f4724739911d359db\" tg-width=\"800\" tg-height=\"557\" referrerpolicy=\"no-referrer\"></p><p><b>FY2021 Full Year (ended 31 March 2021)</b></p><p><ul><li>Revenue:<b>RMB 717.289 billion, up 41% year-on-year</b>； Expected: 709.233 billion yuan.</li><li>Excluding the impact of the merger of Sun Art Retail since October 2020, revenue would have been RMB674.42 billion (US$102.937 billion), representing a year-on-year increase of 32%.</li><li>Net profit attributable to shareholders for fiscal year 2021 was RMB 150.308 billion (US$22.941 billion), and net profit was RMB 143.284 billion (US$21.869 billion).</li><li>Excluding certain items such as antitrust fines and Ant Group-related share-based incentive expenses, non-GAAP net profit was RMB 171.985 billion (US$26.25 billion), a year-on-year increase of 30%.</li><li>Earnings per share for fiscal year 2021 were RMB 54.7, compared to market expectations of RMB 58.51 and RMB 55.93 in the same period last year.</li></ul><img src=\"https://static.tigerbbs.com/363f43691583bf8ca183754ec49cdd3b\" tg-width=\"800\" tg-height=\"562\" referrerpolicy=\"no-referrer\"></p><p><b>Executive Interpretation</b></p><p>Alibaba Chairman and CEO Daniel Zhang: We have high expectations for China's consumption-driven economic growth. We will continue to focus on user experience and concentrate on creating customer value through innovation, thereby fulfilling our mission of making business easy in the digital age. Alibaba Group reached the historic milestone of 1 billion annual active consumers worldwide in fiscal year 2021. Our overall business is growing strongly on a healthy foundation, and the Alibaba ecosystem also achieved a new record GMV of US$1.2 trillion this fiscal year.</p><p>Alibaba CFO Wu Wei: Our revenue in fiscal year 2021 exceeded our annual revenue guidance, achieving strong year-on-year growth of 32% (excluding the consolidation of the newly acquired Sun Art Retail). This was driven by the strong performance of our core businesses and the continued growth of Alibaba Cloud.</p><p><img src=\"https://static.tigerbbs.com/572fe970d9ce420ef138b95fdca1c20d\" tg-width=\"550\" tg-height=\"2667\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195138527","content_text":"5月13日，阿里巴巴集团发布2021财年四季度及全年财报。概况·里程碑：2021全财年全球年度活跃消费者达10亿，阿里巴巴生态体系GMV达到8.119万亿元人民币。·中国零售市场年度活跃消费者为8.11亿，较截至2020年3月31日止12个月增加8,500万。中国零售市场表现稳健，四季度淘宝GMV增长加快，淘宝直播财年GMV超5000亿元。·多引擎驱动增长明显：菜鸟持续高增长，全财年增长68%；云计算业务全财年收入同比增长50%，达到601.2亿元，维持此前稳中有升的发展势头。·公司季度经营亏损76.63亿，为阿里上市以来的首次季度亏损，公司称这主要受反垄断调查的罚款影响。主要财务情况2021财年四季度（2021年1月-3月）营收：人民币1873.95亿元，同比增长64%；预期：1781.80亿元。若不考虑合并高鑫零售的影响，收入为人民币1,599.52亿元（244.13亿美元），将同比增长40%。阿里巴巴本季度经营亏损为人民币76.63亿元（11.70亿美元），主要由于国家市场监督管理总局就中国反垄断法处以罚款人民币182.28亿元（27.82亿美元）。剔除该一次性影响，我们的经营利润为人民币105.65亿元（16.12亿美元），同比增长48%。2021财年全年（截至2021年3月31日止）营收：人民币7172.89亿元，同比增长41%；预期：7092.33亿元。若不考虑自2020年10月开始合并高鑫零售的影响，则收入为人民币6,744.20亿元（1,029.37亿美元），将同比增长32%。2021财年归属股东净利润为人民币1503.08亿元（229.41亿美元），净利润为人民币1432.84亿元（218.69亿美元）。剔除反垄断法罚款及蚂蚁集团相关股权激励费用等若干项目，non-GAAP净利润为人民币1719.85亿元（262.5亿美元），同比增长30%。2021财年每股盈利人民币54.7元，市场预期58.51元，去年同期55.93元。高管解读阿里巴巴董事会主席兼首席执行官张勇：我们对中国消费驱动的经济增长充满期待。我们将继续聚焦用户体验，专注于通过创新创造客户价值，从而实践在数字时代让天下没有难做的生意之使命。阿里巴巴集团于2021财年达到了全球年度活跃消费者10亿的历史性里程碑。我们的整体业务在健康的基础上强劲增长，阿里巴巴生态体系于本财年也实现了1.2万亿美元GMV的新纪录。阿里巴巴首席财务官武卫︰我们在2021财年的收入超过了年度收入指引，实现了同比32%的强劲增长（不含新收购的高鑫零售并表）。这是由于我们核心商业的强劲表现及阿里云的持续增长所推动。","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":2632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322894316,"gmtCreate":1615792022235,"gmtModify":1704786529261,"author":{"id":"3567570068519334","authorId":"3567570068519334","name":"胜利曙光","avatar":"https://static.tigerbbs.com/ef4fea1c9347fef2d43cbf3fa476b33e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567570068519334","idStr":"3567570068519334"},"themes":[],"title":"","htmlText":"Noted thanks","listText":"Noted thanks","text":"Noted thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322894316","repostId":"1136225097","repostType":4,"repost":{"id":"1136225097","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1615192483,"share":"https://ttm.financial/m/news/1136225097?lang=en_US&edition=fundamental","pubTime":"2021-03-08 16:34","market":"fut","language":"zh","title":"Starting March 14, US stocks will enter daylight saving time, with both opening and closing trading one hour earlier.","url":"https://stock-news.laohu8.com/highlight/detail?id=1136225097","media":"老虎资讯综合","summary":"美东时间3月14日2:00（北京时间3月14日起），北美地区开始实行夏令时，美股市场开盘和收盘均将提前一小时，至美东时间2021年11月7日结束。即美股交易时间更改为北京时间21:30至次日凌晨04:","content":"<p>At 2:00 AM Eastern Time on March 14 (starting March 14 Beijing Time), North America will implement Daylight Saving Time, and the US stock market will open and close one hour earlier, ending on November 7, 2021 Eastern Time.</p><p>This means that US stock trading hours have been changed to 21:30 Beijing time to 04:00 the following morning, pre-market trading hours from 16:00 to 21:30, and after-market trading hours from 04:00 to 08:00. March 15th was the first trading day for US stocks after the start of daylight saving time.</p><p>Daylight saving time in Europe will officially end on March 28, Beijing time, and the country will switch to summer time.</p><p><b>Additional background:</b></p><p>Daylight saving time, also known as Daylight saving time or Summer time, is a system of artificially determining local time in order to save energy. The uniform time used during the implementation of this system is called \"daylight saving time\". In summer, when dawn breaks early, the time is usually advanced by one hour. This allows people to get up early and go to bed early to reduce the amount of lighting and make full use of sunlight to save electricity.</p><p>It is understood that daylight saving time originated in the United States in 1918, when the United States first implemented daylight saving time when it entered World War I, but it was immediately abolished after the war and reinstated in 1966.</p><p>Whether or not to implement daylight saving time in the United States is entirely up to each state and county, and is not uniformly regulated by the federal government. Currently, most parts of the United States observe daylight saving time. Areas in the United States that do not observe daylight saving time include most of Arizona, but a small part of the northeastern part of the state observes daylight saving time. Hawaii; Puerto Rico and the Virgin Islands; American Samoa, Guam and the Northern Mariana Islands.<img src=\"https://static.tigerbbs.com/2b3c5afcedf9e4a595b7e8bdffd98507\" tg-width=\"1920\" tg-height=\"1200\" 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>Starting March 14, US stocks will enter daylight saving time, with both opening and closing trading one hour earlier.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nStarting March 14, US stocks will enter daylight saving time, with both opening and closing trading one hour earlier.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-03-08 16:34</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>At 2:00 AM Eastern Time on March 14 (starting March 14 Beijing Time), North America will implement Daylight Saving Time, and the US stock market will open and close one hour earlier, ending on November 7, 2021 Eastern Time.</p><p>This means that US stock trading hours have been changed to 21:30 Beijing time to 04:00 the following morning, pre-market trading hours from 16:00 to 21:30, and after-market trading hours from 04:00 to 08:00. March 15th was the first trading day for US stocks after the start of daylight saving time.</p><p>Daylight saving time in Europe will officially end on March 28, Beijing time, and the country will switch to summer time.</p><p><b>Additional background:</b></p><p>Daylight saving time, also known as Daylight saving time or Summer time, is a system of artificially determining local time in order to save energy. The uniform time used during the implementation of this system is called \"daylight saving time\". In summer, when dawn breaks early, the time is usually advanced by one hour. This allows people to get up early and go to bed early to reduce the amount of lighting and make full use of sunlight to save electricity.</p><p>It is understood that daylight saving time originated in the United States in 1918, when the United States first implemented daylight saving time when it entered World War I, but it was immediately abolished after the war and reinstated in 1966.</p><p>Whether or not to implement daylight saving time in the United States is entirely up to each state and county, and is not uniformly regulated by the federal government. Currently, most parts of the United States observe daylight saving time. Areas in the United States that do not observe daylight saving time include most of Arizona, but a small part of the northeastern part of the state observes daylight saving time. Hawaii; Puerto Rico and the Virgin Islands; American Samoa, Guam and the Northern Mariana Islands.<img src=\"https://static.tigerbbs.com/2b3c5afcedf9e4a595b7e8bdffd98507\" tg-width=\"1920\" tg-height=\"1200\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2b3c5afcedf9e4a595b7e8bdffd98507","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136225097","content_text":"美东时间3月14日2:00（北京时间3月14日起），北美地区开始实行夏令时，美股市场开盘和收盘均将提前一小时，至美东时间2021年11月7日结束。即美股交易时间更改为北京时间21:30至次日凌晨04:00，盘前交易时间为16:00至21:30，盘后交易时间为04:00至08:00。3月15日为进入夏令时后美股首个交易日。欧洲地区的冬令时时间将会在北京时间 3月28日正式结束，转为夏令时时间。背景补充：夏时制，又称日光节约时制（英语：Daylight saving time）和夏令时间（英语：Summer time），是一种为节约能源而人为规定地区时间的制度。该制度实行期间所采用的统一时间称为“夏令时”。一般在天亮早的夏季人为将时间提前1小时，这样可使人早起早睡减少照明量，以充分利用日光节约用电。据了解，美国“夏令时”起源于1918年，当时的美国在参加第一次世界大战时首次实行夏时制，但战后立即取消，与1966年再次恢复。美国夏时制的实行与否，完全由各州、各县自行决定，不由联邦政府统一规定。目前美国绝大部分地区实行夏令时，美国不实行夏令时的地区包括：亚利桑那州大部分地区，但该州东北的一小部分使用夏令时；夏威夷州；波多黎各和维京群岛；美属萨摩亚、关岛和北马里亚纳群岛。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}