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婷婷012

婷婷012

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2021-06-27

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2021-06-24

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2021-04-21

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Netflix's first-quarter subscription growth was far worse than expected, and it plunged 10% after hours

2021-04-14

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Tesla rose more than 5% in intraday sessions, and its market value returned to $700 billion

2021-04-11

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Among the three favorite stocks of "Sister Wood", who is most worthy of investors to "Call"?

2021-04-07

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Nio CEO Li Bin: At present, there is also pressure on the production capacity of 7,500 units per month

2021-04-02

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2021-03-31

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2021-03-17

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2021-03-11

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AMC Cinema Q4 Revenue Exceeds Expectations, Rises Over 7% After Hours

2021-03-04

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The next battle after Station B is out of the circle

2021-03-03

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Biden Announces Two Blockbuster Plans as U.S. Anti-epidemic Accelerates

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07:08","market":"us","language":"zh","title":"Netflix's first-quarter subscription growth was far worse than expected, and it plunged 10% after hours","url":"https://stock-news.laohu8.com/highlight/detail?id=1115044994","media":"老虎资讯综合","summary":"4月21日消息，流媒体巨头奈飞$(NFLX)$在美股收盘后公布了2021年一季度财报。奈飞今年一季度的盈利和收入都高于市场预期，但用户增长大幅下滑，下降的幅度远超预期。盘后奈飞股价跳水，跌幅迅速超过1","content":"<p>April 21 news, streaming giant Netflix<a href=\"https://laohu8.com/S/NFLX\">$ (NFLX) $</a>It announced its first-quarter 2021 earnings after the U.S. stock market closed. Netflix's earnings and revenue in the first quarter of this year were higher than market expectations, but user growth dropped sharply, and the decline was far more than expected. After the market, Netflix's share price plunged, falling quickly by more than 10%, and the decline once reached 13%. If Wednesday's close also maintains a decline of about 10%, it will be the largest one-day decline on the day after Netflix's quarterly financial report was announced since the second quarter of 2019.<img src=\"https://static.tigerbbs.com/ca1815a808a8d054f8ac0d1412d52e82\" tg-width=\"682\" tg-height=\"549\" referrerpolicy=\"no-referrer\">After the U.S. stock market closed on Tuesday, Eastern Time, Netflix announced that its diluted earnings per share (EPS) in the first quarter was $3.75, a year-on-year increase of 139%, higher than the market expectation of $2.98; Revenue for the quarter rose 24% year-over-year to a record $7.16 billion, compared with market expectations of $7.14 billion.</p><p>But<b>In the first quarter, Netflix's global paying subscribers only increased by 3.98 million, nearly 37% lower than the market expectation of 6.29 million, and nearly 75% lower than the net increase in paying subscribers in the first quarter of last year</b>The market expects a year-on-year decrease of approximately 60% in net users.<img src=\"https://static.tigerbbs.com/2fd9f7ade3c94755b8f9ac4b2fb2d450\" tg-width=\"829\" tg-height=\"427\" referrerpolicy=\"no-referrer\">In terms of performance guidance,<b>Netflix expects to add 1 million new paying users in the second quarter, far less than the net increase of 10.06 million in the second quarter of last year</b>，<b>It is also far below the market expectation of a net increase of 4.44 million</b>； It is expected to have EPS of $3.16 in the second quarter, which is higher than market expectations of $2.67.<img src=\"https://static.tigerbbs.com/9c605b154dca9361204e6a67cf794fd4\" tg-width=\"864\" tg-height=\"395\" referrerpolicy=\"no-referrer\">Some commentators pointed out that Netflix's operating profit margin in the first quarter exceeded 27.3%, which was at a historically high level, but this was mainly due to the decrease in expenditure on producing content in the quarter.</p><p>Subscriber Growth Exceptionally Weak Netflix Blames Base Effect and Pandemic Affecting Content Production</p><p>Internet companies like Netflix have been beneficiaries of a surge in consumer indoor spending after the COVID-19 pandemic forced stay-at-home bans in many places last year. Wall Street institutions had previously predicted that Netflix's user growth would slow down significantly with the resumption of work in various places. The latest data released by Netflix is obviously worse than the market expected.</p><p>By region, Netflix's net increase in streaming media paying users in the United States and Canada (UCAN) in the first quarter was nearly 450,000, a year-on-year decrease of 81% compared with the first quarter of last year, and the market expects a net increase of 571,000; Europe, the Middle East and Africa (EMEA) has a net increase of 1.81 million paid users, a year-on-year decrease of 74%, and the market expects a net increase of 2.88 million; Latin America (LATAM) has a net increase of 360,000 paid users, a net increase of 88% year-on-year, and the market expects a net increase of 1.06 million; The Asia Pacific region (APAC) has a net increase of 1.36 million users, a year-on-year decrease of 62%, and the market expects a net increase of 1.72 million.</p><p>Netflix said in its letter to shareholders that last year's unprecedented COVID-19 epidemic brought the company unprecedented user growth and record operating income in the first quarter of this year, but at the same time, it dragged down this year's year-on-year growth.</p><p>Netflix believes that the slowdown in the growth of paid users stems from the fact that last year's COVID-19 epidemic vigorously promoted the growth of users at that time, and because last year's epidemic delayed the content output, the new content in the first half of this year seemed light. Netflix does not believe that fierce competition from peers such as Disney, Apple TV, and Amazon Prime has a material impact on its first-quarter results.</p><p>In The letter, Netflix said that last year's epidemic delayed content production, so this year's content will be more concentrated in The second half of The year, and a large number of film and television dramas will return in The second half of The year, such as The new season of \"Sex Education\", \"The Witcher\", \"La Casa de Papel\" and The original film \"The Kissing Booth\" 3, \"Red Notice\" starring Gal Gadot, \"Don't Look Up\" starring Leonardo DiCaprio, Cate Blanchett and other stars. Netflix expects that paying subscribers will pick up growth again in the second half of the year.</p><p>In the analysts' conference call after the earnings report, Netflix also put subscribers lower than expected COVID-19 epidemic impact, and said that the opening and closure of cinemas caused by the epidemic did not affect the company's growth. At present, the number of subscribers has little fluctuation, and there is no evidence that competition in the industry has hurt growth. Netflix believes that the audience surge during the pandemic is probably over.</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>Netflix's first-quarter subscription growth was far worse than expected, and it plunged 10% after hours</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\">\nNetflix's first-quarter subscription growth was far worse than expected, and it plunged 10% after hours\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 07:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>April 21 news, streaming giant Netflix<a href=\"https://laohu8.com/S/NFLX\">$ (NFLX) $</a>It announced its first-quarter 2021 earnings after the U.S. stock market closed. Netflix's earnings and revenue in the first quarter of this year were higher than market expectations, but user growth dropped sharply, and the decline was far more than expected. After the market, Netflix's share price plunged, falling quickly by more than 10%, and the decline once reached 13%. If Wednesday's close also maintains a decline of about 10%, it will be the largest one-day decline on the day after Netflix's quarterly financial report was announced since the second quarter of 2019.<img src=\"https://static.tigerbbs.com/ca1815a808a8d054f8ac0d1412d52e82\" tg-width=\"682\" tg-height=\"549\" referrerpolicy=\"no-referrer\">After the U.S. stock market closed on Tuesday, Eastern Time, Netflix announced that its diluted earnings per share (EPS) in the first quarter was $3.75, a year-on-year increase of 139%, higher than the market expectation of $2.98; Revenue for the quarter rose 24% year-over-year to a record $7.16 billion, compared with market expectations of $7.14 billion.</p><p>But<b>In the first quarter, Netflix's global paying subscribers only increased by 3.98 million, nearly 37% lower than the market expectation of 6.29 million, and nearly 75% lower than the net increase in paying subscribers in the first quarter of last year</b>The market expects a year-on-year decrease of approximately 60% in net users.<img src=\"https://static.tigerbbs.com/2fd9f7ade3c94755b8f9ac4b2fb2d450\" tg-width=\"829\" tg-height=\"427\" referrerpolicy=\"no-referrer\">In terms of performance guidance,<b>Netflix expects to add 1 million new paying users in the second quarter, far less than the net increase of 10.06 million in the second quarter of last year</b>，<b>It is also far below the market expectation of a net increase of 4.44 million</b>； It is expected to have EPS of $3.16 in the second quarter, which is higher than market expectations of $2.67.<img src=\"https://static.tigerbbs.com/9c605b154dca9361204e6a67cf794fd4\" tg-width=\"864\" tg-height=\"395\" referrerpolicy=\"no-referrer\">Some commentators pointed out that Netflix's operating profit margin in the first quarter exceeded 27.3%, which was at a historically high level, but this was mainly due to the decrease in expenditure on producing content in the quarter.</p><p>Subscriber Growth Exceptionally Weak Netflix Blames Base Effect and Pandemic Affecting Content Production</p><p>Internet companies like Netflix have been beneficiaries of a surge in consumer indoor spending after the COVID-19 pandemic forced stay-at-home bans in many places last year. Wall Street institutions had previously predicted that Netflix's user growth would slow down significantly with the resumption of work in various places. The latest data released by Netflix is obviously worse than the market expected.</p><p>By region, Netflix's net increase in streaming media paying users in the United States and Canada (UCAN) in the first quarter was nearly 450,000, a year-on-year decrease of 81% compared with the first quarter of last year, and the market expects a net increase of 571,000; Europe, the Middle East and Africa (EMEA) has a net increase of 1.81 million paid users, a year-on-year decrease of 74%, and the market expects a net increase of 2.88 million; Latin America (LATAM) has a net increase of 360,000 paid users, a net increase of 88% year-on-year, and the market expects a net increase of 1.06 million; The Asia Pacific region (APAC) has a net increase of 1.36 million users, a year-on-year decrease of 62%, and the market expects a net increase of 1.72 million.</p><p>Netflix said in its letter to shareholders that last year's unprecedented COVID-19 epidemic brought the company unprecedented user growth and record operating income in the first quarter of this year, but at the same time, it dragged down this year's year-on-year growth.</p><p>Netflix believes that the slowdown in the growth of paid users stems from the fact that last year's COVID-19 epidemic vigorously promoted the growth of users at that time, and because last year's epidemic delayed the content output, the new content in the first half of this year seemed light. Netflix does not believe that fierce competition from peers such as Disney, Apple TV, and Amazon Prime has a material impact on its first-quarter results.</p><p>In The letter, Netflix said that last year's epidemic delayed content production, so this year's content will be more concentrated in The second half of The year, and a large number of film and television dramas will return in The second half of The year, such as The new season of \"Sex Education\", \"The Witcher\", \"La Casa de Papel\" and The original film \"The Kissing Booth\" 3, \"Red Notice\" starring Gal Gadot, \"Don't Look Up\" starring Leonardo DiCaprio, Cate Blanchett and other stars. Netflix expects that paying subscribers will pick up growth again in the second half of the year.</p><p>In the analysts' conference call after the earnings report, Netflix also put subscribers lower than expected COVID-19 epidemic impact, and said that the opening and closure of cinemas caused by the epidemic did not affect the company's growth. At present, the number of subscribers has little fluctuation, and there is no evidence that competition in the industry has hurt growth. Netflix believes that the audience surge during the pandemic is probably over.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5e2ff7a61ae294adb3f9ea5ded0b1544","relate_stocks":{"NFLX":"奈飞"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115044994","content_text":"4月21日消息，流媒体巨头奈飞$(NFLX)$在美股收盘后公布了2021年一季度财报。奈飞今年一季度的盈利和收入都高于市场预期，但用户增长大幅下滑，下降的幅度远超预期。盘后奈飞股价跳水，跌幅迅速超过10%，跌幅一度达到13%。如果周三收盘也保持10%左右的跌幅，将是2019年二季度以来奈飞季度财报公布次日的最大单日跌幅。美东时间本周二美股盘后，奈飞公布一季度稀释后每股收益（EPS）为3.75美元，同比增长139%，高于市场预期的2.98美元；当季营收同比增长24%，增至创纪录的71.6亿美元，市场预期71.4亿美元。但一季度奈飞的全球付费用户仅净增加398万，比市场预期增幅629万低近37%，较去年一季度的净增付费用户同比减少将近75%，市场预期净增用户的同比降幅约为60%。在业绩指引方面，奈飞预计，二季度新增付费用户100万，远不及去年二季度的净增1006万，也远低于市场预期的净增444万；预计二季度EPS 3.16美元，高于市场预期2.67美元。有评论指出，奈飞一季度的营业利润率超过27.3%处于历史高位，但这主要源于当季制作内容方面的支出减少。用户增长格外疲软 奈飞归咎于基数效应和疫情影响内容生产去年新冠疫情迫使多地出台居家禁足令，奈飞这样的互联网公司成为消费者室内支出猛增的受益者。华尔街机构此前预计到，随着各地复工，奈飞的用户增长会明显放缓。而奈飞最新公布的数据显然比市场预料的还差。分地区看，奈飞一季度在美国和加拿大地区（UCAN）的流媒体净增付费用户将近45万，较去年一季度净增用户同比减少81%，市场预期净增57.1万；欧洲、中东和非洲地区（EMEA）净增付费用户181万，净增用户同比减少74%，市场预期净增288万；拉丁美洲（LATAM）净增付费用户36万，净增用户同比减少88%，市场预期净增106万；亚太地区（APAC）净增用户136万，同比减少62%，市场预期净增172万。奈飞此次在致股东信中称，去年史无前例的新冠疫情给公司带来了史无前例的用户增长，以及今年一季度创纪录的营业收入，但同时拖累了今年的同比增长。奈飞相信，付费用户增长放缓源于去年新冠疫情爆大力推动当时用户增长，并且因为去年的疫情推迟了内容产出，所以今年上半年的新增内容显得较清淡。奈飞并不认为迪士尼、苹果电视、亚马逊Prime等同行的激烈竞争对一季度业绩有实质影响。信中奈飞称，去年的疫情导致内容制作推迟，因此今年的内容将更集中在下半年推出，下半年将有大批影视剧作回归，比如新一季的《性爱自修室》（Sex Education）、《猎魔人》（The Witcher）、《纸钞屋》（La Casa de Papel）以及原创电影《亲吻亭》（The Kissing Booth）3、盖尔·加朵等主演的《红色通缉令》（Red Notice）、莱昂纳多·迪卡普里奥、凯特·布兰切特等明星主演的《不要抬头》（Don’t Look Up）。奈飞预计，下半年付费用户将重新加快增长。在财报公布后的分析师电话会议上，奈飞也将订阅用户低于预期新冠肺炎疫情影响，并表示，疫情所引发的院线开业和停业并没有影响到该公司的增长，订阅用户数当前几无波动，没有证据表明业内竞争伤害到增长。奈飞认为，疫情期间的观众激增现象恐怕已经结束。","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":3089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345700464,"gmtCreate":1618344406058,"gmtModify":1704709403188,"author":{"id":"3569501672151768","authorId":"3569501672151768","name":"婷婷012","avatar":"https://static.tigerbbs.com/be9adc9218f7a191061b5437c2c17d39","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569501672151768","authorIdStr":"3569501672151768"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345700464","repostId":"1127076723","repostType":4,"repost":{"id":"1127076723","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":1618325142,"share":"https://ttm.financial/m/news/1127076723?lang=en_US&edition=fundamental","pubTime":"2021-04-13 22:45","market":"us","language":"zh","title":"Tesla rose more than 5% in intraday sessions, and its market value returned to $700 billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1127076723","media":"老虎资讯综合","summary":"周二，特斯拉盘中涨超5%，市值重回7000亿美元关口。近日，由于看好特斯拉在电池和储能技术方面的领先地位，投行加通贝祥（Canaccord Genuity）的分析师杰德•多谢默（Jed Dorshei","content":"<p>On Tuesday,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It rose by more than 5% in the intraday session, and the market value returned to the $700 billion mark.</p><p><img src=\"https://static.tigerbbs.com/0a1c082017018cf1f845d5dcb207cfe1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>Recently, Jed Dorsheimer, an analyst at investment bank Canaccord Genuity, has joined the bullish camp on Wall Street because he is optimistic about Tesla's leading position in battery and energy storage technology, believing that the electric car maker's share price will exceed $1,000.</p><p>Duo Xie Mo upgraded Tesla from \"hold\" to \"buy\" on Monday (April 12) and significantly raised the stock's price target by nearly 150% to $1,071 from the previous $419, which is more than 50% upside from Tesla's current level.</p><p>In addition, investment banks including Oppenheimer, Piper Sandler and Wedbush have set Tesla price targets of $1,000 or more.</p><p>Tesla is scheduled to report its first-quarter 2021 earnings results on April 26. According to Refinitiv data, analysts on average expected the company's first-quarter revenue to rise 70% year-on-year to $10.2 billion, and net profit to $504 million, up from $16 million in the same period last year.</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>Tesla rose more than 5% in intraday sessions, and its market value returned to $700 billion</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\">\nTesla rose more than 5% in intraday sessions, and its market value returned to $700 billion\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\">2021-04-13 22:45</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On Tuesday,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It rose by more than 5% in the intraday session, and the market value returned to the $700 billion mark.</p><p><img src=\"https://static.tigerbbs.com/0a1c082017018cf1f845d5dcb207cfe1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>Recently, Jed Dorsheimer, an analyst at investment bank Canaccord Genuity, has joined the bullish camp on Wall Street because he is optimistic about Tesla's leading position in battery and energy storage technology, believing that the electric car maker's share price will exceed $1,000.</p><p>Duo Xie Mo upgraded Tesla from \"hold\" to \"buy\" on Monday (April 12) and significantly raised the stock's price target by nearly 150% to $1,071 from the previous $419, which is more than 50% upside from Tesla's current level.</p><p>In addition, investment banks including Oppenheimer, Piper Sandler and Wedbush have set Tesla price targets of $1,000 or more.</p><p>Tesla is scheduled to report its first-quarter 2021 earnings results on April 26. According to Refinitiv data, analysts on average expected the company's first-quarter revenue to rise 70% year-on-year to $10.2 billion, and net profit to $504 million, up from $16 million in the same period last year.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2ba18e4c173130d8ec828f5035d30189","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127076723","content_text":"周二，特斯拉盘中涨超5%，市值重回7000亿美元关口。近日，由于看好特斯拉在电池和储能技术方面的领先地位，投行加通贝祥（Canaccord Genuity）的分析师杰德•多谢默（Jed Dorsheimer）加入了华尔街看多阵营，认为该电动汽车制造商的股价将突破1000美元。多谢默周一 （4月12 日）将特斯拉评级从“持有”上调至“买入”，并将该股目标价从此前的419美元大幅提升近150%至1071美元，较特斯拉当前水平还逾50%的上涨空间。此外，包括奥本海默（Oppenheimer）、派杰（Piper Sandler）和韦德布什（Wedbush）在内的投行均把特斯拉目标价设在1000美元或以上。特斯拉定于4月26日公布2021年第一季度财报。根据Refinitiv的数据，分析师平均预期，该公司一季度营收将同比增70%至102亿美元，净利5.04亿美元，高于去年同期的1600万美元。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346562156,"gmtCreate":1618072250675,"gmtModify":1704706468811,"author":{"id":"3569501672151768","authorId":"3569501672151768","name":"婷婷012","avatar":"https://static.tigerbbs.com/be9adc9218f7a191061b5437c2c17d39","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569501672151768","authorIdStr":"3569501672151768"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346562156","repostId":"2126006034","repostType":4,"repost":{"id":"2126006034","kind":"highlight","weMediaInfo":{"introduction":"美股研究社，一个专注研究美股的平台，专业的美股投资人都在这。想了解美国股市行情、美股开户、美股资讯、美股公司；想获得一手美股重磅信息；想加入美股交流社群，敬请关注我们吧。","home_visible":0,"media_name":"美股研究社","id":"1074069735","head_image":"https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6"},"pubTimestamp":1618049504,"share":"https://ttm.financial/m/news/2126006034?lang=en_US&edition=fundamental","pubTime":"2021-04-10 18:11","market":"us","language":"zh","title":"Among the three favorite stocks of \"Sister Wood\", who is most worthy of investors to \"Call\"?","url":"https://stock-news.laohu8.com/highlight/detail?id=2126006034","media":"美股研究社","summary":"下面是三支遭受重创的Cathie Wood股票，它们是目前特别值得买入的股票。","content":"<p>Even the best investors go through tough times. That's the case with Cathie Wood, founder and CEO of Ark Investments. Shares in the five largest exchange-traded funds (ETFs) managed by Wood are well below their highs earlier this year.</p><p>However, the stock market pullback presents a huge opportunity for other investors to buy into shares of the best companies owned by the ARK ETF. Here are three hard-hit Cathie Wood stocks that are particularly buys right now.</p><p><b>Sea Limite (SE.US)</b></p><p>Sea Limited's<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>Ranked fifth in. It is the 10th largest position in the ARK Next Generation Internet ETF. The company's shares have dropped more than 12% from a high reached in February.</p><p>Of course, the company announced a big fourth-quarter loss in early March. However, the stock's decline has more to do with investors pulling out of growth stocks than with Sea's underlying business. Actually, the company's business is booming.</p><p>Sea's digital entertainment division is making a fortune from the success of Free Fire, the highest-revenue mobile game in Latin America and Southeast Asia for six consecutive quarters. The business is essentially subsidizing the company's loss-making division, which is focused on digital finance and e-commerce.</p><p>However, I think the long-term outlook for Sea is very positive for all three businesses. Free Fire remains a global mobile gaming giant. Sea's Shopee e-commerce platform leads markets such as Southeast Asia, Indonesia, and continues to deliver strong revenue growth. The company's SeaMoney mobile wallet is also accelerating.</p><p>I expect Sea's bottom line to improve, and I expect its share price to bounce back well.</p><p><b>Square (SQ.US)</b></p><p>Wood's favorite stock is Square (NYSE:SQ). The stock is<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>The largest holding and the second largest position in the ARK Innovation ETF and ARK Next Generation Internet ETF. But Square's stock is down 11% from its February high.</p><p>As in the case of Sea Limited, Square's pullback was primarily the result of a market rotation. Although the company's seller ecosystem was negatively impacted by the COVID-19 pandemic, there were signs of improvement in the fourth quarter. The increased supply of vaccines bodes well for stronger performance for the rest of 2021.</p><p>Square's cash app digital wallet, meanwhile, remains a huge growth story for the company. In the fourth quarter of this year, cash app gross profit soared 162% year over year. Square should be able to achieve even greater growth by driving the use of related products and services, such as cash and debit cards.</p><p>In March, the company achieved a major milestone as Square's financial services division began banking. Under the protection of a federally chartered bank, Square will be able to provide more financial services to its commercial customers. The fintech giant is likely to expand its banking services over time.</p><p>In many ways, Square's efforts to disrupt the financial services industry are just getting started. Its share price has plenty of upside.</p><p><b>Teladoc Health (TDOC.US)</b></p><p>In<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>Among the most owned companies, Teladoc Health is second only to Square in terms of ownership. The virtual care industry leader is the fourth largest holding in the ARK Next Generation Internet ETF and ranks first in the ARK Genomic Revolution ETF. As much as Wood likes Teladoc's stock, its stock has fallen nearly 40% from its February high.</p><p>Institutional investors moving money away from growth stocks is one reason Teladoc's underperformance. However, the company also expects revenue growth to slow in the fourth quarter of 2021. In addition,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Announced plans to enter the telemedicine market this summer.</p><p>To all of this, my answer is simply looking at the long-term prospects of Teladoc. Virtual healthcare is still in its early stages. McKinsey Consulting forecasts that the U.S. virtual health market will reach $250 billion a year after the pandemic ends. Teladoc opportunities aren't just limited to the United States, either.</p><p>I think, without a doubt, this is a large enough market to support multiple winners. Teladoc's leadership, market share (currently accounting for more than 40% of Fortune 500 customers), and range of products and services give the company a solid competitive edge.</p><p>In 2020, with an unprecedented surge in telemedicine demand due to the pandemic, it's entirely understandable that revenue growth will slow somewhat. While in the long run, Teladoc should be able to continue to grow strongly.</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>Among the three favorite stocks of \"Sister Wood\", who is most worthy of investors to \"Call\"?</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\">\nAmong the three favorite stocks of \"Sister Wood\", who is most worthy of investors to \"Call\"?\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股研究社 </p>\n<p class=\"h-time smaller\">2021-04-10 18:11</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Even the best investors go through tough times. That's the case with Cathie Wood, founder and CEO of Ark Investments. Shares in the five largest exchange-traded funds (ETFs) managed by Wood are well below their highs earlier this year.</p><p>However, the stock market pullback presents a huge opportunity for other investors to buy into shares of the best companies owned by the ARK ETF. Here are three hard-hit Cathie Wood stocks that are particularly buys right now.</p><p><b>Sea Limite (SE.US)</b></p><p>Sea Limited's<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>Ranked fifth in. It is the 10th largest position in the ARK Next Generation Internet ETF. The company's shares have dropped more than 12% from a high reached in February.</p><p>Of course, the company announced a big fourth-quarter loss in early March. However, the stock's decline has more to do with investors pulling out of growth stocks than with Sea's underlying business. Actually, the company's business is booming.</p><p>Sea's digital entertainment division is making a fortune from the success of Free Fire, the highest-revenue mobile game in Latin America and Southeast Asia for six consecutive quarters. The business is essentially subsidizing the company's loss-making division, which is focused on digital finance and e-commerce.</p><p>However, I think the long-term outlook for Sea is very positive for all three businesses. Free Fire remains a global mobile gaming giant. Sea's Shopee e-commerce platform leads markets such as Southeast Asia, Indonesia, and continues to deliver strong revenue growth. The company's SeaMoney mobile wallet is also accelerating.</p><p>I expect Sea's bottom line to improve, and I expect its share price to bounce back well.</p><p><b>Square (SQ.US)</b></p><p>Wood's favorite stock is Square (NYSE:SQ). The stock is<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>The largest holding and the second largest position in the ARK Innovation ETF and ARK Next Generation Internet ETF. But Square's stock is down 11% from its February high.</p><p>As in the case of Sea Limited, Square's pullback was primarily the result of a market rotation. Although the company's seller ecosystem was negatively impacted by the COVID-19 pandemic, there were signs of improvement in the fourth quarter. The increased supply of vaccines bodes well for stronger performance for the rest of 2021.</p><p>Square's cash app digital wallet, meanwhile, remains a huge growth story for the company. In the fourth quarter of this year, cash app gross profit soared 162% year over year. Square should be able to achieve even greater growth by driving the use of related products and services, such as cash and debit cards.</p><p>In March, the company achieved a major milestone as Square's financial services division began banking. Under the protection of a federally chartered bank, Square will be able to provide more financial services to its commercial customers. The fintech giant is likely to expand its banking services over time.</p><p>In many ways, Square's efforts to disrupt the financial services industry are just getting started. Its share price has plenty of upside.</p><p><b>Teladoc Health (TDOC.US)</b></p><p>In<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>Among the most owned companies, Teladoc Health is second only to Square in terms of ownership. The virtual care industry leader is the fourth largest holding in the ARK Next Generation Internet ETF and ranks first in the ARK Genomic Revolution ETF. As much as Wood likes Teladoc's stock, its stock has fallen nearly 40% from its February high.</p><p>Institutional investors moving money away from growth stocks is one reason Teladoc's underperformance. However, the company also expects revenue growth to slow in the fourth quarter of 2021. In addition,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Announced plans to enter the telemedicine market this summer.</p><p>To all of this, my answer is simply looking at the long-term prospects of Teladoc. Virtual healthcare is still in its early stages. McKinsey Consulting forecasts that the U.S. virtual health market will reach $250 billion a year after the pandemic ends. Teladoc opportunities aren't just limited to the United States, either.</p><p>I think, without a doubt, this is a large enough market to support multiple winners. Teladoc's leadership, market share (currently accounting for more than 40% of Fortune 500 customers), and range of products and services give the company a solid competitive edge.</p><p>In 2020, with an unprecedented surge in telemedicine demand due to the pandemic, it's entirely understandable that revenue growth will slow somewhat. While in the long run, Teladoc should be able to continue to grow strongly.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://gimg2.baidu.com/image_search/src=http%3A%2F%2Finews.gtimg.com%2Fnewsapp_bt%2F0%2F13178222039%2F641&refer=http%3A%2F%2Finews.gtimg.com&app=2002&size=f9999,10000&q=a80&n=0&g=0n&fmt=jpeg?sec=1619929481&t=d215d79061ca1426fcf3fc9ef6561e9f","relate_stocks":{"SE":"Sea Ltd","TDOC":"Teladoc Health Inc.","ARKK":"ARK Innovation ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126006034","content_text":"即使是最好的投资者也会经历艰难时期。方舟投资公司创始人兼首席执行官Cathie  Wood就是这样。Wood管理的五大交易所交易基金(ETFs)的股价远低于今年早些时候的高点。然而，股市回调为其他投资者提供了巨大的机会，让他们可以买进方舟ETF所拥有的最好公司的股票。下面是三支遭受重创的Cathie  Wood股票，它们是目前特别值得买入的股票。Sea Limite（SE.US）Sea Limited 在Wood的ARK Fintech Innovation ETF中排名第五。它是ARK Next  Generation Internet ETF的第10大持仓。该公司股价已较2月份创下的高点下跌逾12%。当然，该公司在3月初宣布了第四季度的大幅亏损。然而，该股的下跌更多地与投资者从成长型股票中撤出有关，而不是与Sea的基础业务有关。实际上，公司的业务正在蓬勃发展。Sea的数字娱乐部门正从《Free Fire》的成功中赚得盆满钵满，《Free  Fire》是拉丁美洲和东南亚连续6个季度营收最高的手机游戏。这项业务实质上是在补贴该公司专注于数字金融和电子商务的亏损部门。然而，我认为Sea的长期前景对这三项企业都非常有利。Free  Fire仍然是全球手机游戏巨头。Sea的Shopee电子商务平台在东南亚、印度尼西亚等市场处于领先地位，并持续实现强劲的收入增长。该公司的SeaMoney移动钱包也在加速发展。我希望Sea的底线会有所改善，并且我希望它的股价能很好地反弹。Square（SQ.US）Wood最喜欢的股票莫过于Square(NYSE:SQ)。该股是ARK Fintech Innovation ETF持有的最大股票，也是ARK  Innovation ETF和ARK Next Generation Internet  ETF的第二大头寸。但Square的股价较2月份的高点下跌了11%。与Sea  Limited的情况一样，Square的回调主要是市场轮转的结果。尽管该公司的卖家生态系统受到了COVID-19大流行的负面影响，但第四季度出现了改善的迹象。疫苗供应的增加预示着2021年剩余时间的表现将更加强劲。与此同时，Square的现金应用数字钱包仍然是该公司的一个巨大增长故事。今年第四季度，现金应用毛利润同比飙升162%。通过推动相关产品和服务(如现金卡和借记卡)的使用，Square应该能够实现更大的增长。今年3月，随着Square金融服务部门开始银行业务，该公司实现了一个重要的里程碑。在联邦特许银行的保护下，Square将能够为其商业客户提供更多的金融服务。随着时间的推移，这家金融科技巨头可能会扩大其银行服务。从很多方面来看，Square在颠覆金融服务业方面的努力才刚刚起步。它的股价还有很大的上涨空间。Teladoc Health（TDOC.US）在ARK Innovation ETF持股最多的公司中，Teladoc  Health的持股量仅次于Square。这家虚拟护理行业的领军企业是ARK Next Generation Internet  ETF的第四大持仓，在ARK Genomic Revolution  ETF位列第一。尽管Wood很喜欢Teladoc的股票，但其股价已从2月份的高点下跌了近40%。机构投资者将资金从成长型股票上转移，是Teladoc表现不佳的一个原因。然而，该公司也预计2021年第四季度的收入增长将放缓。此外，亚马逊宣布计划于今年夏天进军远程医疗市场。对于这一切，我的回答只是着眼于Teladoc的长期前景。虚拟医疗仍处于早期阶段。McKinsey咨询公司预测，疫情结束后，美国虚拟医疗市场每年将达到2500亿美元。Teladoc的机会也不仅仅局限于美国。我认为，毫无疑问，这是一个足够大的市场，足以支持多个赢家。Teladoc的领先优势、市场占有率(目前其客户占《财富》500强企业的40%以上)，以及产品和服务的范围，使公司具有坚实的竞争优势。2020年，由于大流行，远程医疗需求前所未有地激增，收入增长将有所放缓，这是完全可以理解的。而从长远来看，Teladoc应该能够持续强劲增长。","news_type":1,"symbols_score_info":{"TDOC":0.9,"SQ":0.9,"SE":0.9,"ARKK":0.9}},"isVote":1,"tweetType":1,"viewCount":3375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341041167,"gmtCreate":1617764880359,"gmtModify":1704702830585,"author":{"id":"3569501672151768","authorId":"3569501672151768","name":"婷婷012","avatar":"https://static.tigerbbs.com/be9adc9218f7a191061b5437c2c17d39","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569501672151768","authorIdStr":"3569501672151768"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341041167","repostId":"1160455618","repostType":4,"repost":{"id":"1160455618","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":1617761740,"share":"https://ttm.financial/m/news/1160455618?lang=en_US&edition=fundamental","pubTime":"2021-04-07 10:15","market":"us","language":"zh","title":"Nio CEO Li Bin: At present, there is also pressure on the production capacity of 7,500 units per month","url":"https://stock-news.laohu8.com/highlight/detail?id=1160455618","media":"老虎资讯综合","summary":"4月7日，在蔚来汽车第10万辆量产车下线活动的专访环节，蔚来汽车创始人、董事长李斌表示，江淮蔚来的产能现在每天400台，按每月25个工作日计算，月产能可达到10000台，但受供应链（芯片和电池）影响，现在每月7500台的产能也有压力。李斌预测，芯片短缺情况三季度会有所缓解；100度电池包产能预计6、7月会有缓解。\n\n李斌表示：今年一季度毛利率预期和之前指引相比变化不大。\n\n李斌称NIO品牌自身不会进入大众市场。如果进入大众市场，会使用全新独立品牌。同时，李斌透露，与江淮汽车合资成立的江来制造并非为了打造新品牌，而是将现有的合作模式用新机制加以固化，更加便于供应链的管理。","content":"<p>On April 7th, in an exclusive interview with the offline activity of the 100,000th mass-produced vehicle of Nio Automobile, Li Bin, founder and chairman of Nio Automobile, said that the production capacity of JAC Nio is now 400 units per day, and the monthly production capacity can reach 10,000 units based on 25 working days per month. However, due to the influence of the supply chain (chips and batteries), the production capacity of 7,500 units per month is also under pressure. Li Bin predicts that the chip shortage will ease in the third quarter; The production capacity of 100-degree battery packs is expected to ease in June and July.</p><p>Li Bin said: The gross profit margin expectation for the first quarter of this year has not changed much compared with the previous guidance.</p><p>Li Bin said that the NIO brand itself will not enter the mass market. If it enters the mass market, it will use a brand new independent brand. At the same time, Li Bin revealed that Jianglai Manufacturing, a joint venture with Jianghuai Automobile, is not to build a new brand, but to solidify the existing cooperation mode with a new mechanism, which is more convenient for supply chain management.<img src=\"https://static.tigerbbs.com/07cc8ef424bea960e8bb2408ab655270\" tg-width=\"840\" tg-height=\"470\" 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>Nio CEO Li Bin: At present, there is also pressure on the production capacity of 7,500 units per month</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\">\nNio CEO Li Bin: At present, there is also pressure on the production capacity of 7,500 units per month\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\">2021-04-07 10:15</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On April 7th, in an exclusive interview with the offline activity of the 100,000th mass-produced vehicle of Nio Automobile, Li Bin, founder and chairman of Nio Automobile, said that the production capacity of JAC Nio is now 400 units per day, and the monthly production capacity can reach 10,000 units based on 25 working days per month. However, due to the influence of the supply chain (chips and batteries), the production capacity of 7,500 units per month is also under pressure. Li Bin predicts that the chip shortage will ease in the third quarter; The production capacity of 100-degree battery packs is expected to ease in June and July.</p><p>Li Bin said: The gross profit margin expectation for the first quarter of this year has not changed much compared with the previous guidance.</p><p>Li Bin said that the NIO brand itself will not enter the mass market. If it enters the mass market, it will use a brand new independent brand. At the same time, Li Bin revealed that Jianglai Manufacturing, a joint venture with Jianghuai Automobile, is not to build a new brand, but to solidify the existing cooperation mode with a new mechanism, which is more convenient for supply chain management.<img src=\"https://static.tigerbbs.com/07cc8ef424bea960e8bb2408ab655270\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160455618","content_text":"4月7日，在蔚来汽车第10万辆量产车下线活动的专访环节，蔚来汽车创始人、董事长李斌表示，江淮蔚来的产能现在每天400台，按每月25个工作日计算，月产能可达到10000台，但受供应链（芯片和电池）影响，现在每月7500台的产能也有压力。李斌预测，芯片短缺情况三季度会有所缓解；100度电池包产能预计6、7月会有缓解。李斌表示：今年一季度毛利率预期和之前指引相比变化不大。李斌称NIO品牌自身不会进入大众市场。如果进入大众市场，会使用全新独立品牌。同时，李斌透露，与江淮汽车合资成立的江来制造并非为了打造新品牌，而是将现有的合作模式用新机制加以固化，更加便于供应链的管理。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340921514,"gmtCreate":1617332350738,"gmtModify":1704698875866,"author":{"id":"3569501672151768","authorId":"3569501672151768","name":"婷婷012","avatar":"https://static.tigerbbs.com/be9adc9218f7a191061b5437c2c17d39","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569501672151768","authorIdStr":"3569501672151768"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340921514","repostId":"1185840581","repostType":4,"isVote":1,"tweetType":1,"viewCount":2568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354506740,"gmtCreate":1617183991980,"gmtModify":1704696915270,"author":{"id":"3569501672151768","authorId":"3569501672151768","name":"婷婷012","avatar":"https://static.tigerbbs.com/be9adc9218f7a191061b5437c2c17d39","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569501672151768","authorIdStr":"3569501672151768"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354506740","repostId":"1185840581","repostType":4,"isVote":1,"tweetType":1,"viewCount":2625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324034947,"gmtCreate":1615942918789,"gmtModify":1704788705988,"author":{"id":"3569501672151768","authorId":"3569501672151768","name":"婷婷012","avatar":"https://static.tigerbbs.com/be9adc9218f7a191061b5437c2c17d39","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569501672151768","authorIdStr":"3569501672151768"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324034947","repostId":"1140590983","repostType":4,"isVote":1,"tweetType":1,"viewCount":2272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321892688,"gmtCreate":1615419965444,"gmtModify":1704782474679,"author":{"id":"3569501672151768","authorId":"3569501672151768","name":"婷婷012","avatar":"https://static.tigerbbs.com/be9adc9218f7a191061b5437c2c17d39","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569501672151768","authorIdStr":"3569501672151768"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/321892688","repostId":"2118603056","repostType":4,"repost":{"id":"2118603056","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":1615413600,"share":"https://ttm.financial/m/news/2118603056?lang=en_US&edition=fundamental","pubTime":"2021-03-11 06:00","market":"us","language":"zh","title":"AMC Cinema Q4 Revenue Exceeds Expectations, Rises Over 7% After Hours","url":"https://stock-news.laohu8.com/highlight/detail?id=2118603056","media":"老虎资讯综合","summary":"周三，AMC院线在美股收盘后公布了2020年四季度及全年财报。财报公布后，AMC院线盘后涨超8%。财报显示，公司四季度营收1.625亿美元，市场预期1.424亿美元。AMC院线第四季度综合上座数为809万，同比下降91%。值得注意的是，AMC院线目前拥有超过10亿美元的现金储备。AMC院线2020全年营收为12.42亿美元，去年同期为54.71亿美元；调整后每股亏损16.15美元，去年同期为每股亏损1.08美元。","content":"<p>March 11th (Wednesday) news,<a href=\"https://laohu8.com/S/AMC\">AMC Cinema</a>After the US stock market closed, it announced the fourth quarter and full year financial results of 2020. After the financial report was announced, AMC Cinema rose by more than 7% after hours.</p><p><img src=\"https://static.tigerbbs.com/13d95b3195382f76b9099dbfbfd60819\" tg-width=\"615\" tg-height=\"514\" referrerpolicy=\"no-referrer\">According to the financial report, the company's revenue in the fourth quarter was USD 162.5 million, compared with the market expectation of USD 142.4 million. Adjusted loss of $3.15 per share, compared to the market expectation of a loss of $3.53 per share. Adjusted loss before interest, taxes, depreciation and amortization for the fourth quarter was $327.5 million.</p><p>The combined attendance of AMC cinemas in the fourth quarter was 8.09 million, a year-on-year decrease of 91%. It is worth noting that AMC Cinemas currently has more than $1 billion in cash reserves.</p><p>AMC Cinemas' full-year revenue in 2020 was US$1.242 billion, compared with US$5.471 billion in the same period last year; Adjusted loss was $16.15 per share, compared to a loss of $1.08 per share in the year-ago quarter. The total occupancy for the year was 75.19 million, representing a year-on-year decrease of 78.9%.</p><p>Adam Aron, CEO and president of the company, said: \"The past year has been one of the most challenging for AMC. This era is unprecedented, and the AMC team has taken decisive action quickly with unprecedented motivation and commitment to ensure our survival and growth. With more than $1 billion in cash on hand, we have reason to be optimistic about the strength of the company.\"</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>AMC Cinema Q4 Revenue Exceeds Expectations, Rises Over 7% After Hours</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\">\nAMC Cinema Q4 Revenue Exceeds Expectations, Rises Over 7% After Hours\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\">2021-03-11 06:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>March 11th (Wednesday) news,<a href=\"https://laohu8.com/S/AMC\">AMC Cinema</a>After the US stock market closed, it announced the fourth quarter and full year financial results of 2020. After the financial report was announced, AMC Cinema rose by more than 7% after hours.</p><p><img src=\"https://static.tigerbbs.com/13d95b3195382f76b9099dbfbfd60819\" tg-width=\"615\" tg-height=\"514\" referrerpolicy=\"no-referrer\">According to the financial report, the company's revenue in the fourth quarter was USD 162.5 million, compared with the market expectation of USD 142.4 million. Adjusted loss of $3.15 per share, compared to the market expectation of a loss of $3.53 per share. Adjusted loss before interest, taxes, depreciation and amortization for the fourth quarter was $327.5 million.</p><p>The combined attendance of AMC cinemas in the fourth quarter was 8.09 million, a year-on-year decrease of 91%. It is worth noting that AMC Cinemas currently has more than $1 billion in cash reserves.</p><p>AMC Cinemas' full-year revenue in 2020 was US$1.242 billion, compared with US$5.471 billion in the same period last year; Adjusted loss was $16.15 per share, compared to a loss of $1.08 per share in the year-ago quarter. The total occupancy for the year was 75.19 million, representing a year-on-year decrease of 78.9%.</p><p>Adam Aron, CEO and president of the company, said: \"The past year has been one of the most challenging for AMC. This era is unprecedented, and the AMC team has taken decisive action quickly with unprecedented motivation and commitment to ensure our survival and growth. With more than $1 billion in cash on hand, we have reason to be optimistic about the strength of the company.\"</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/28009f8e87ba9680b5b94d59ba7ac119","relate_stocks":{"AMC":"AMC院线"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2118603056","content_text":"3月11日（周三）消息，AMC院线在美股收盘后公布了2020年四季度及全年财报。财报公布后，AMC院线盘后涨超7%。财报显示，公司四季度营收1.625亿美元，市场预期1.424亿美元。调整后每股亏损3.15美元，市场预期每股亏损3.53美元。四季度调整后的未计利息、税项、折旧及摊销前的亏损为3.275亿美元。AMC院线第四季度综合上座数为809万，同比下降91%。值得注意的是，AMC院线目前拥有超过10亿美元的现金储备。AMC院线2020全年营收为12.42亿美元，去年同期为54.71亿美元；调整后每股亏损16.15美元，去年同期为每股亏损1.08美元。全年综合上座数为7519万，同比减少78.9%。公司首席执行官兼总裁Adam Aron表示：“过去的一年，AMC迎来了最具挑战性的一年。这个时代是前所未有的，AMC团队以前所未有的动力和承诺，迅速采取果断行动，确保我们的生存和发展。我们手上有超过10亿美元的现金，我们有理由对公司的实力持乐观态度。”","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":3743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364177350,"gmtCreate":1614828678770,"gmtModify":1704775746773,"author":{"id":"3569501672151768","authorId":"3569501672151768","name":"婷婷012","avatar":"https://static.tigerbbs.com/be9adc9218f7a191061b5437c2c17d39","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569501672151768","authorIdStr":"3569501672151768"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/364177350","repostId":"1145868466","repostType":4,"repost":{"id":"1145868466","kind":"news","pubTimestamp":1614828001,"share":"https://ttm.financial/m/news/1145868466?lang=en_US&edition=fundamental","pubTime":"2021-03-04 11:20","market":"us","language":"zh","title":"The next battle after Station B is out of the circle","url":"https://stock-news.laohu8.com/highlight/detail?id=1145868466","media":"来咖智库","summary":"豆豆是一个喜欢看美剧的70后，他在20年下半年突然发现了B站的乐趣。\n“以前没怎么接触过，后来挺偶然发现了B站上有《乔乔的奇妙冒险》全集，还有最新的得到灭之刃》。”豆豆当时就像发现了新大陆一样，平时在","content":"<p>Doudou is a post-70s generation who likes to watch American TV series. He suddenly discovered the fun of Station B in the second half of 20 years.</p><p>\"I haven't had much contact with it before. Later, I accidentally discovered that there are the complete episodes of Jojo's Strange Adventures and the latest Blade of Extermination on Station B.\" Doudou seemed to have discovered it.<a href=\"https://laohu8.com/S/000997\">New World</a>Similarly, he usually works in a financial institution in a serious working environment, and there are not many channels to contact young people's things. Moreover, the picture quality of various fan dramas on Station B is very clear, which makes him buy a one-year membership immediately without hesitation.</p><p>\"I didn't expect there to be so many good-looking animations on Station B. Video websites used Aiyouteng more before, but they all felt similar. If you are a member, you can choose one of three.\"</p><p>Doudou's choice was also reflected in the financial report of Station B this time. As Station B continues to emerge from the circle, this \"otaku\" website, which is famous for its second dimension, has attracted more and more people's attention, and its user base and audience have also been expanding. In the fourth quarter, the monthly active users of Station B increased by 55% year-on-year to 202 million; Among them, the monthly active users of mobile terminals increased by 61% year-on-year to 187 million. At the same time, the daily active users reached 54 million, achieving a year-on-year growth of 42%.</p><p>After the release of the financial report, the review of the financial and operational data of Station B also showed a dispute of views like a hundred flowers blooming<a href=\"https://laohu8.com/S/WB\">Weibo</a>/p></p><p>There is a positive view that the performance of 4Q Company in 2020 completely exceeded expectations, which proves that while the out-of-the-circle strategy is successful, with the deepening of the out-of-the-circle, the new users are more sticky, have stronger consumption power and relatively stable consumption habits. The development stamina of Station B can be square, while the other faction's view is that Station B has embarked on a path different from the \"original intention\" it established. The market expenses are rising, and the revenue growth rate is far lower than the loss. With the platform's continuous support for large traffic and UP owners, Station B has gradually shown a tendency of \"Weibo\", which makes the earliest batch of loyal users feel at a loss.</p><p><b>One week after the financial release, the stock price of Station B still follows the upward trend, and the capital market has given its own judgment with real money.</b><a href=\"https://laohu8.com/S/601901\">Founder Securities</a>The latest report pointed out that as a strong community platform where Generation Z, the first generation of Internet natives in China, gathered, it is optimistic about its potential for continuous expansion and accelerated realization of user traffic in the future. Combined with the valuation of comparable companies in the industry, it gives a target price of $204.94 in 2021, maintaining a \"recommended\" rating.</p><p>01 The effect of \"breaking the circle\" strategy is increasingly obvious</p><p>Since 2019, Bilibili has made a lot of strategic adjustments, constantly making adjustments around the three keywords of \"brand breaking circle, user growth and organizational structure optimization\", and the strategic effect is increasingly apparent. We believe that at present, the \"breaking the circle\" strategy of Station B has achieved remarkable results in both the increasingly optimized income structure and the penetration of more spectral users.</p><p>Let's first look at the changes in income structure.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>In 2020, the company's total annual revenue reached RMB 12 billion, a year-on-year increase of 77%, of which the revenue in Q4 2020 was RMB 3.831 billion, a year-on-year increase of 91%.<b>From the perspective of revenue composition, with the gradual expansion of the company's business scope and the acceleration of platform diversification, while the revenue has increased substantially, the company has gradually gotten rid of its dependence on a single game business, and its revenue structure has been continuously optimized.</b></p><p>Specifically, the company's revenue from mobile game business dropped to 40.03% in 2020, and the revenue from value-added services was close to that of mobile game business, reaching 32.05%. In Q4, the revenue from value-added services surpassed the revenue from mobile games for the first time, becoming the largest business pillar of Bilibili in the quarter. Advertising business, e-commerce and other businesses also developed relatively rapidly.</p><p><img src=\"https://static.tigerbbs.com/e2c6af2c1f2816f72fdc74cf262facc5\" tg-width=\"1080\" tg-height=\"590\" referrerpolicy=\"no-referrer\">(Laika think tank compiled according to public data)</p><p>For the fourth quarter, 4Q20 mobile game revenue was 1.130 billion (yoy +29.6%), and the intermodal contribution of Genshin Impact was obvious. Revenue from live broadcast and value-added services was 1,147 million (yoy +118.5%), with increased investment in live broadcast and obvious results, and a significant increase in paid membership. Advertising revenue of 722 million (yoy +149.5%), increased brand awareness and algorithm-driven performance advertising. E-commerce and other revenue of 741 million (yoy +168.5%). Non-GAAP gross margin increased 1.0% to 24.9% from the previous quarter.</p><p><b>Look at the growth of users again.</b>In the fourth quarter, the average monthly active users of Station B increased by 55% year-on-year to 202 million; Among them, the average monthly active users of mobile terminals increased by 61% year-on-year to 187 million. High-quality user growth has laid a solid foundation for the rapid development of commercialization. Driven by a large amount of premium content, the average monthly paying subscribers reached 17.9 million in the quarter, representing a high-speed growth of 103% year-on-year. The overall payment ratio also hit a new high, climbing to 8.9% in the quarter from 6.8% in the year-ago quarter; Gross profit margin achieved seven consecutive quarters of quarter-over-quarter growth, reaching 24.6%.</p><p>I believe that in the past 2020, both the spread of the \"Back Wave\" trilogy video and the \"Most Beautiful Night New Year's Eve Party\" left a deep impression on the public. Take the most beautiful night as an example. According to the data released by Station B, the data of the platform circle is eye-catching. At the same time, the peak number of viewers exceeds 250 million, and the number of broadcasts on Station B approaches 100 million times. The number of readings on Weibo topics reaches 880 million, and the number of topic discussions reaches 1.023 million, which is ahead of the network discussion and communication compared with the satellite TV party.</p><p>We believe that the influence and strong circle expansion trend of Station B can be seen from the advantages of network broadcast volume, and its more diversified mainstream content is gradually attracting mass users to settle in Station B.</p><p>After the financial report was announced, Chen Rui, chairman and CEO of Bilibili, also said in response to questions from analysts,<b>A wider audience has become users of Station B. Three years ago, the user groups of Station B were mainly post-90s and post-00s. From last year's statistics, it can be seen that a large number of post-85s have become users of the platform.</b>According to third-party statistics, 86% of users in Station B are under 35 years old, which means that a large number of users over 30 years old are also attracted by Station B, which symbolizes that \"small broken stations\" have gradually penetrated into the post-85s and even post-80s from the past post-90s and post-00s circles.</p><p>02 Endogenous power comes from unique community ecology</p><p>\"I always think that the user growth of content platforms ultimately depends on the content quality on this platform, that is to say, which platform can provide more good content, then which platform users will eventually go to.\" Chen Rui frankly,<b>Bili's strategy in terms of user growth has always been to attract users with high-quality content.</b>Premium content includes the amount of content as well as the breadth of the premium content category.</p><p>It is simple to say that it is difficult to constantly attract users with high-quality content that is continuously generated, but it is difficult to really do it.<b>Although many people in the industry will compare Bilibili with other short video platforms, unlike all other short video platforms, Laika Think Tank believes that Bilibili has a unique content community ecology, which is also the unique barrier of Bilibili.<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>trong></b></p><p><b>First of all, the content on Station B is extremely inclusive, with many niche and vertical contents, which are not valued and refined on other video platforms; Second, since there are mostly young users on Station B, there is a certain invisible threshold, and they have their own unique discourse system; Third, young people all have the mentality of \"Mu Qiang\", so they are willing to invest more time in creativity and production. The final result is that the content production threshold of Station B is higher and the quality is better. Fourthly, Station B has unique community attributes, which are completely different from other video platforms, whether short or long, such as extremely rich content interaction mechanism, two-dimensional barrage culture, one-click three-link, \"Ye Qinghui\" and other stalk cultures, as well as rapidly infectious ghost and animal videos, etc., all of which create a unique community atmosphere for Station B. Moreover, users of Station B love comments extremely, and the average comment data is much higher than that of other platforms.</b></p><p><b>It is worth noting that some analysts in the industry compare Station B with long video websites such as iQiyi. The market value of Station B is now four times that of iQiyi, and they think that the capital market has the risk of overestimating the share price of Station B. However, long video websites like Aiyouteng are indeed facing the bottleneck of relatively clear exhibition for a long time-a lot of production costs need to be invested in content production. The contents of the three long video websites are too convergent, and it is difficult to make profits for a long time. You know, iQiyi has been losing money for 10 years.</b></p><p><b>On the contrary, a large number of low-cost high-quality content is being presented on Station B. Through the core driver of PUGV (Professional User Generated Video), it continues to build a unique community belonging to Station B. After continuous iteration and differentiation, the content on Station B has formed a rich and diversified content ecology of \"PUGC as the main one, supplemented by OGC and UGC\". In the fourth quarter of 2020, the average monthly number of active UP owners in Station B reached 1.9 million, a year-on-year increase of 88%; The average monthly video submission volume reached 5.9 million, a year-on-year increase of 109%.</b></p><p><b>In terms of subdivided content categories, in the fourth quarter, life, games, entertainment, animation, technology and knowledge were the most popular among users, among which scientific and technological knowledge videos contributed 10% of the overall video playback volume in this quarter. Not only that, but knowledge content is also one of the fastest-growing content categories of Bilibili in 2020. And these contents, whether on long video platforms or short video platforms, are rare.</b></p><p><b>epilogue</b></p><p><b>There is another reason why Doudou doesn't hesitate to pay for Bilibili membership. Bilibili has only 148 yuan for a continuous annual package, while other video websites he commonly uses cost more than 200 yuan anyway. \"The membership fees of video websites are increasing, so I feel that this company is quite conscientious.\"</b></p><p><b>According to the observation of the think tank, whether it is continuous annual or quarterly expenses, the membership fee of Station B is lower than that of other platforms, and the advertisement is much less than that of other platforms. Li Ni, vice chairman and chief operating officer of Bilibili, said that in the future, the advertising volume of Station B will not be increased, or it will remain at 5%.</b></p><p><b>But even so, Bilibili's advertising business has achieved accelerated growth for seven consecutive quarters. In the fourth quarter, its revenue reached 720 million, a year-on-year increase of 149%, and the year-on-year growth of the whole year also reached 126%.</b></p><p><b>Therefore, from a longer time perspective, we believe that the advertising business of Station B still has huge potential to tap.</b></p>","source":"lsy1580307086638","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>The next battle after Station B is out of the circle</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\">\nThe next battle after Station B is out of the circle\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">来咖智库</strong><span class=\"h-time small\">2021-03-04 11:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Doudou is a post-70s generation who likes to watch American TV series. He suddenly discovered the fun of Station B in the second half of 20 years.</p><p>\"I haven't had much contact with it before. Later, I accidentally discovered that there are the complete episodes of Jojo's Strange Adventures and the latest Blade of Extermination on Station B.\" Doudou seemed to have discovered it.<a href=\"https://laohu8.com/S/000997\">New World</a>Similarly, he usually works in a financial institution in a serious working environment, and there are not many channels to contact young people's things. Moreover, the picture quality of various fan dramas on Station B is very clear, which makes him buy a one-year membership immediately without hesitation.</p><p>\"I didn't expect there to be so many good-looking animations on Station B. Video websites used Aiyouteng more before, but they all felt similar. If you are a member, you can choose one of three.\"</p><p>Doudou's choice was also reflected in the financial report of Station B this time. As Station B continues to emerge from the circle, this \"otaku\" website, which is famous for its second dimension, has attracted more and more people's attention, and its user base and audience have also been expanding. In the fourth quarter, the monthly active users of Station B increased by 55% year-on-year to 202 million; Among them, the monthly active users of mobile terminals increased by 61% year-on-year to 187 million. At the same time, the daily active users reached 54 million, achieving a year-on-year growth of 42%.</p><p>After the release of the financial report, the review of the financial and operational data of Station B also showed a dispute of views like a hundred flowers blooming<a href=\"https://laohu8.com/S/WB\">Weibo</a>/p></p><p>There is a positive view that the performance of 4Q Company in 2020 completely exceeded expectations, which proves that while the out-of-the-circle strategy is successful, with the deepening of the out-of-the-circle, the new users are more sticky, have stronger consumption power and relatively stable consumption habits. The development stamina of Station B can be square, while the other faction's view is that Station B has embarked on a path different from the \"original intention\" it established. The market expenses are rising, and the revenue growth rate is far lower than the loss. With the platform's continuous support for large traffic and UP owners, Station B has gradually shown a tendency of \"Weibo\", which makes the earliest batch of loyal users feel at a loss.</p><p><b>One week after the financial release, the stock price of Station B still follows the upward trend, and the capital market has given its own judgment with real money.</b><a href=\"https://laohu8.com/S/601901\">Founder Securities</a>The latest report pointed out that as a strong community platform where Generation Z, the first generation of Internet natives in China, gathered, it is optimistic about its potential for continuous expansion and accelerated realization of user traffic in the future. Combined with the valuation of comparable companies in the industry, it gives a target price of $204.94 in 2021, maintaining a \"recommended\" rating.</p><p>01 The effect of \"breaking the circle\" strategy is increasingly obvious</p><p>Since 2019, Bilibili has made a lot of strategic adjustments, constantly making adjustments around the three keywords of \"brand breaking circle, user growth and organizational structure optimization\", and the strategic effect is increasingly apparent. We believe that at present, the \"breaking the circle\" strategy of Station B has achieved remarkable results in both the increasingly optimized income structure and the penetration of more spectral users.</p><p>Let's first look at the changes in income structure.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>In 2020, the company's total annual revenue reached RMB 12 billion, a year-on-year increase of 77%, of which the revenue in Q4 2020 was RMB 3.831 billion, a year-on-year increase of 91%.<b>From the perspective of revenue composition, with the gradual expansion of the company's business scope and the acceleration of platform diversification, while the revenue has increased substantially, the company has gradually gotten rid of its dependence on a single game business, and its revenue structure has been continuously optimized.</b></p><p>Specifically, the company's revenue from mobile game business dropped to 40.03% in 2020, and the revenue from value-added services was close to that of mobile game business, reaching 32.05%. In Q4, the revenue from value-added services surpassed the revenue from mobile games for the first time, becoming the largest business pillar of Bilibili in the quarter. Advertising business, e-commerce and other businesses also developed relatively rapidly.</p><p><img src=\"https://static.tigerbbs.com/e2c6af2c1f2816f72fdc74cf262facc5\" tg-width=\"1080\" tg-height=\"590\" referrerpolicy=\"no-referrer\">(Laika think tank compiled according to public data)</p><p>For the fourth quarter, 4Q20 mobile game revenue was 1.130 billion (yoy +29.6%), and the intermodal contribution of Genshin Impact was obvious. Revenue from live broadcast and value-added services was 1,147 million (yoy +118.5%), with increased investment in live broadcast and obvious results, and a significant increase in paid membership. Advertising revenue of 722 million (yoy +149.5%), increased brand awareness and algorithm-driven performance advertising. E-commerce and other revenue of 741 million (yoy +168.5%). Non-GAAP gross margin increased 1.0% to 24.9% from the previous quarter.</p><p><b>Look at the growth of users again.</b>In the fourth quarter, the average monthly active users of Station B increased by 55% year-on-year to 202 million; Among them, the average monthly active users of mobile terminals increased by 61% year-on-year to 187 million. High-quality user growth has laid a solid foundation for the rapid development of commercialization. Driven by a large amount of premium content, the average monthly paying subscribers reached 17.9 million in the quarter, representing a high-speed growth of 103% year-on-year. The overall payment ratio also hit a new high, climbing to 8.9% in the quarter from 6.8% in the year-ago quarter; Gross profit margin achieved seven consecutive quarters of quarter-over-quarter growth, reaching 24.6%.</p><p>I believe that in the past 2020, both the spread of the \"Back Wave\" trilogy video and the \"Most Beautiful Night New Year's Eve Party\" left a deep impression on the public. Take the most beautiful night as an example. According to the data released by Station B, the data of the platform circle is eye-catching. At the same time, the peak number of viewers exceeds 250 million, and the number of broadcasts on Station B approaches 100 million times. The number of readings on Weibo topics reaches 880 million, and the number of topic discussions reaches 1.023 million, which is ahead of the network discussion and communication compared with the satellite TV party.</p><p>We believe that the influence and strong circle expansion trend of Station B can be seen from the advantages of network broadcast volume, and its more diversified mainstream content is gradually attracting mass users to settle in Station B.</p><p>After the financial report was announced, Chen Rui, chairman and CEO of Bilibili, also said in response to questions from analysts,<b>A wider audience has become users of Station B. Three years ago, the user groups of Station B were mainly post-90s and post-00s. From last year's statistics, it can be seen that a large number of post-85s have become users of the platform.</b>According to third-party statistics, 86% of users in Station B are under 35 years old, which means that a large number of users over 30 years old are also attracted by Station B, which symbolizes that \"small broken stations\" have gradually penetrated into the post-85s and even post-80s from the past post-90s and post-00s circles.</p><p>02 Endogenous power comes from unique community ecology</p><p>\"I always think that the user growth of content platforms ultimately depends on the content quality on this platform, that is to say, which platform can provide more good content, then which platform users will eventually go to.\" Chen Rui frankly,<b>Bili's strategy in terms of user growth has always been to attract users with high-quality content.</b>Premium content includes the amount of content as well as the breadth of the premium content category.</p><p>It is simple to say that it is difficult to constantly attract users with high-quality content that is continuously generated, but it is difficult to really do it.<b>Although many people in the industry will compare Bilibili with other short video platforms, unlike all other short video platforms, Laika Think Tank believes that Bilibili has a unique content community ecology, which is also the unique barrier of Bilibili.<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>trong></b></p><p><b>First of all, the content on Station B is extremely inclusive, with many niche and vertical contents, which are not valued and refined on other video platforms; Second, since there are mostly young users on Station B, there is a certain invisible threshold, and they have their own unique discourse system; Third, young people all have the mentality of \"Mu Qiang\", so they are willing to invest more time in creativity and production. The final result is that the content production threshold of Station B is higher and the quality is better. Fourthly, Station B has unique community attributes, which are completely different from other video platforms, whether short or long, such as extremely rich content interaction mechanism, two-dimensional barrage culture, one-click three-link, \"Ye Qinghui\" and other stalk cultures, as well as rapidly infectious ghost and animal videos, etc., all of which create a unique community atmosphere for Station B. Moreover, users of Station B love comments extremely, and the average comment data is much higher than that of other platforms.</b></p><p><b>It is worth noting that some analysts in the industry compare Station B with long video websites such as iQiyi. The market value of Station B is now four times that of iQiyi, and they think that the capital market has the risk of overestimating the share price of Station B. However, long video websites like Aiyouteng are indeed facing the bottleneck of relatively clear exhibition for a long time-a lot of production costs need to be invested in content production. The contents of the three long video websites are too convergent, and it is difficult to make profits for a long time. You know, iQiyi has been losing money for 10 years.</b></p><p><b>On the contrary, a large number of low-cost high-quality content is being presented on Station B. Through the core driver of PUGV (Professional User Generated Video), it continues to build a unique community belonging to Station B. After continuous iteration and differentiation, the content on Station B has formed a rich and diversified content ecology of \"PUGC as the main one, supplemented by OGC and UGC\". In the fourth quarter of 2020, the average monthly number of active UP owners in Station B reached 1.9 million, a year-on-year increase of 88%; The average monthly video submission volume reached 5.9 million, a year-on-year increase of 109%.</b></p><p><b>In terms of subdivided content categories, in the fourth quarter, life, games, entertainment, animation, technology and knowledge were the most popular among users, among which scientific and technological knowledge videos contributed 10% of the overall video playback volume in this quarter. Not only that, but knowledge content is also one of the fastest-growing content categories of Bilibili in 2020. And these contents, whether on long video platforms or short video platforms, are rare.</b></p><p><b>epilogue</b></p><p><b>There is another reason why Doudou doesn't hesitate to pay for Bilibili membership. Bilibili has only 148 yuan for a continuous annual package, while other video websites he commonly uses cost more than 200 yuan anyway. \"The membership fees of video websites are increasing, so I feel that this company is quite conscientious.\"</b></p><p><b>According to the observation of the think tank, whether it is continuous annual or quarterly expenses, the membership fee of Station B is lower than that of other platforms, and the advertisement is much less than that of other platforms. Li Ni, vice chairman and chief operating officer of Bilibili, said that in the future, the advertising volume of Station B will not be increased, or it will remain at 5%.</b></p><p><b>But even so, Bilibili's advertising business has achieved accelerated growth for seven consecutive quarters. In the fourth quarter, its revenue reached 720 million, a year-on-year increase of 149%, and the year-on-year growth of the whole year also reached 126%.</b></p><p><b>Therefore, from a longer time perspective, we believe that the advertising business of Station B still has huge potential to tap.</b></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s?__biz=MzIwOTQwMDEyMA==&mid=2247491447&idx=1&sn=4e0ce998d49550b2fe63c798dae1e38b&chksm=97752720a002ae36a59fcb1b6fab268b877aaed9bf4b333e505228c661f18998e5429fe70d1a&token=2037453801&lang=zh_CN#rd\">来咖智库</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/175fbf5f75752267f2ac52ba7750f15a","relate_stocks":{"BILI":"哔哩哔哩"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzIwOTQwMDEyMA==&mid=2247491447&idx=1&sn=4e0ce998d49550b2fe63c798dae1e38b&chksm=97752720a002ae36a59fcb1b6fab268b877aaed9bf4b333e505228c661f18998e5429fe70d1a&token=2037453801&lang=zh_CN#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145868466","content_text":"豆豆是一个喜欢看美剧的70后，他在20年下半年突然发现了B站的乐趣。\n“以前没怎么接触过，后来挺偶然发现了B站上有《乔乔的奇妙冒险》全集，还有最新的得到灭之刃》。”豆豆当时就像发现了新大陆一样，平时在金融机构上班的他工作环境比较严肃，没有太多渠道可以接触年轻人的东西，而且B站上各种番剧画质非常清晰，这让他毫不犹豫立刻买了一年会员。\n“没想到B站上有这么多好看的动画，视频网站之前用爱优腾比较多，但全都感觉都差不多，充会员的话三选一就可以了。”\n豆豆的选择这次在B站的财报上也得到了体现。随着B站不断的出圈，这家本以二次元闻名的“宅男“网站受到越来越多人群的关注，它的用户群和受众也不断扩大。第四季度，B站月活用户同比增长55%，达2.02亿；其中移动端月活用户同比增长61%，达1.87亿。与此同时，日活用户达5400万，实现了42%的同比增长。\n财报发布后，对于B站财务和运营数据的审视，同样也出现了百花齐放般的观点争鸣微博/p>\n有积极的观点认为，2020年4Q公司的业绩完全超预期，证明了出圈战略成功的同时，随着破圈的深入，新增用户的黏性更强，且具有更强的消费力和比较稳定的消费习惯，B站发展后劲可方正而另一派的观点则是，B站已经走上了一条与其建立之“初心”不同的道路，市场费用不断上涨，收入增速远低于亏损，在平台不断对大流量对UP主的扶持之下，B站还逐步表现出一种“微博化”的倾向，这一点让最早的一批忠实用户感到无所适从。\n财务发布后一周，B站股价仍旧沿袭上涨态势，资本市场已经用真金白银给出了自己的判断。方正证券最新发布的报告指出，作为中国第一代互联网原住民Z世代聚集的强社区平台，看好其未来用户流量持续扩张与加速变现的潜力，结合行业可比公司估值，给出2021年目标价为204.94美元，维持“推荐”评级。\n01 “破圈”战略效果日益显现\n自2019年以来，B站进行了大量的战略性调整，围绕 “品牌破圈、用户增长、组织架构优化”这三个关键词不断做出调整，战略效果也日益得以显现。我们认为，目前B站无论是在日益优化的收入结构来看，还是更光谱用户的渗透上看，“破圈”策略都取得了显著的效果。\n先来看下收入结构的变化。哔哩哔哩2020年公司全年总营收达120亿元人民币，同比增长77%，其中2020年Q4营收为38.31亿元，同比增长91%。从营收构成情况来看，随着公司业务范围逐渐拓宽，平台多元化发展提速，在营收大幅增长的同时，公司逐渐摆脱对单一游戏业务的依赖性，收入结构不断优化。\n具体来说，公司的移动游戏业务收入在2020 年占比降至40.03%，增值业务的收入占比已经接近移动游戏业务，达到了32.05%，且Q4 增值业务收入首次超越移动游戏收入，成为了哔哩哔哩季度的第一大业务支柱，广告业务和电商及其他业务也相对发展迅速。\n（来咖智库根据公开数据整理）\n对于第四季度而言，4Q20移动游戏收入11.30亿（yoy+29.6%），《原神》联运贡献明显。直播及增值服务收入11.47亿（yoy+118.5%），直播投入加大、收效明显，付费会员增长明显。广告收入7.22亿（yoy+149.5%），品牌认知度提升、算法推动效果广告。电商及其他收入7.41亿（yoy+168.5%）。Non-GAAP毛利率较上季度增长1.0%至24.9%。\n再看一下用户的增长情况。第四季度，B站月均活跃用户同比增长55%，达2.02亿；其中移动端月均活跃用户同比增长61%，达1.87亿。高质量的用户增长为商业化的快速发展奠定了坚实基础。在大量优质内容的推动下，本季度月均付费用户达到1790万，同比高速增长103％。整体付费率也创下新高，从去年同期的6.8％攀升至本季度的8.9％；毛利率实现了连续七个季度的环比增长，达到24.6%。\n相信在过去的2020年，无论是“后浪”三部曲视频的传播，还是“最美的夜跨年晚会”，都给公众留下了深刻的印象。以最美的夜为例，据B站公布数据显示，平台圈子量数据亮眼，同时观看人数峰值超2.5亿人在B站上的播放量逼近1亿次，在微博话题阅读量达到8.8亿，话题讨论量达102.3万，相比于卫视晚会在网络讨论和传播度上较为领先。\n我们认为，从网络播放量的优势可以看出B站的影响力和强烈的扩圈趋势，且其更具多元融合的主流内容也正逐步吸引大众用户入驻B站。\n财报公布后，在回答分析师提问时，哔哩哔哩董事长兼CEO陈睿也表示，更加广泛的受众成为了B站的用户。在三年前B站的用户群体主要是以90后和00后为主。从去年的统计数据来看，可以看到大量的85后已经成为了平台的用户。从第三方的统计来看，B站86%的用户为35岁以下，也就是说大量的超过30岁的用户也被B站吸引力，这象征着“小破站”从过去的90后00后的圈子已经逐步的渗透到了85后甚至是80后。\n02 内生动力来自于独特的社区生态\n“我一直认为内容平台的用户增长最终是取决于这个平台上的内容质量，也就是说哪个平台能够提供更多的好内容，那么用户最终就会去哪个平台。”陈睿坦诚，B站在用户增长方面的策略，一直是用优质的内容去吸引用户。优质的内容包括内容的数量以及优质内容品类的宽度。\n用持续产生的优质内容不断去吸引用户，说起来很简单，但真正做起来是很难的。虽然行业内很多人会把B站与其他的短视频平台做比较，但跟其他所有的短视频平台不同，来咖智库认为，B站拥有独一无二的内容社区生态，而这也是B站的独特壁垒所在。爱奇艺trong>\n首先，B站上的内容具有极大的包容性，有非常多小众而且垂直的内容，这些内容在其他视频平台上得不到重视和精细化运营；第二，由于B站上年轻的用户居多，所以存在一定的隐形门槛，他们具有自己独特的话语体系；第三，年轻人都存在“慕强”的心理，所以愿意投入更多时间在创意和制作上，最后的结果就是B站的内容制作门槛更高，质量也更好。第四，B站具有独特的社区属性，这与其他的视频平台，无论是短视频还是长视频平台，都是完全不同的，如极度丰富的内容互动机制，二次元弹幕文化、一键三连、“爷青回”等梗文化，还有急剧感染力的鬼畜视频，等等，都为B站营造了独特的社区氛围，而且B站的用户是极度喜爱评论，集均评论数据远高于其他平台。\n值得注意的是，业内有一些分析人士把B站与长视频网站例如爱奇艺相比，B站的市值目前已经是爱奇艺的4倍，认为资本市场有高估B站股价的风险。但爱优腾这样的长视频网站，的确长期面临着较为明一见展的瓶颈——在内容制作上需要投入大量的制作成本，三家长视频网站内容太过趋同，长期难以盈利，要知道，爱奇艺已经亏损了长达10年之久。\n而与此相反的是，B站上正在呈现出大量的低成本的优质内容，通过PUGV（Professional User Generated Video）的核心驱动，持续打造属于B站的独特社区。B站上的内容经过不断的迭代、分化，形成了“PUGC为主，OGC和UGC为辅”的丰富多元的内容生态，20年第四季度，B站月均活跃UP主数量达190万，同比增长88%；月均视频投稿量达590万，同比增长109％。\n从细分的内容品类上，第四季度，生活、游戏、娱乐、动漫、科技和知识是最受用户欢迎的，其中科技知识类视频贡献了本季度整体视频播放量的10％。不仅如此，知识类内容也是2020年B站增长最快的内容品类之一。而这些内容，无论是在长视频平台，还是短视频平台，都是很难得一见的。\n结语\n豆豆毫不犹豫掏钱购买B站会员还有一个原因，B站连续包年只有148元，而其它他常用的视频网站无论如何也都要200元以上了。“视频网站的会员费都在涨价，就感觉这家还挺良心的。“\n来咖智库观察发现，无论是连续包年还是季度费用，B站的会员费都比其他平台偏低，另外广告也比其他平台要少很多。哔哩哔哩副董事长兼首席运营官李旎表示，未来暂时是不会增加B站的广告量，还是会保持在5%。\n但即便如此，B站的广告业务已经实现了连续7个季度的加速增长，四季度的收入达到了7.2亿，同比增长达到了149%，全年的同比增长也达到了126%。\n所以，从更长的时间维度来看，我们相信B站的广告业务仍旧有巨大的潜力可以挖掘。","news_type":1,"symbols_score_info":{"BILI":0.9}},"isVote":1,"tweetType":1,"viewCount":1549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365228663,"gmtCreate":1614748527952,"gmtModify":1704774743340,"author":{"id":"3569501672151768","authorId":"3569501672151768","name":"婷婷012","avatar":"https://static.tigerbbs.com/be9adc9218f7a191061b5437c2c17d39","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569501672151768","authorIdStr":"3569501672151768"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/365228663","repostId":"1123971591","repostType":4,"repost":{"id":"1123971591","kind":"news","pubTimestamp":1614741649,"share":"https://ttm.financial/m/news/1123971591?lang=en_US&edition=fundamental","pubTime":"2021-03-03 11:20","market":"us","language":"zh","title":"Biden Announces Two Blockbuster Plans as U.S. Anti-epidemic Accelerates","url":"https://stock-news.laohu8.com/highlight/detail?id=1123971591","media":"金十数据","summary":"美国抗疫计划要加速了，美国总统拜登周二宣布了两条重磅消息。\n\n美国总统拜登周二表示，美国到5月底将有足够提供给所有美国成年人的新冠疫苗，这比他之前定的目标提前了两个月，这也大概是拜登上任一百天的时候。","content":"<p>U.S. anti-epidemic plans are about to accelerate. U.S. President Joe Biden announced two blockbuster news on Tuesday. President Joe Biden said on Tuesday,<b>The United States will have enough COVID-19 vaccines for all American adults by the end of May, two months ahead of his previous goal, which is about 100 days before Biden takes office.</b></p><p>To achieve this new goal, Biden also announced,<b>The Defense Production Act will be cited and, after receiving funding from the U.S. Biomedical Advanced Research and Development Administration (BARDA), let Merck, the leading U.S. pharmaceutical company, adjust its existing production facilities to help manufacture<a href=\"https://laohu8.com/S/JNJ\">Johnson & Johnson</a>The company's COVID vaccine.</b></p><p>But at the same time, Biden declined to make a more optimistic forecast.</p><p>Asked when he thought everything would return to normal, Biden said he was reminded not to answer the question because everyone was unsure, but he himself hoped that everything would return to normal by this time next year.</p><p>He said,<b>The United States must still be vigilant about the pandemic, even as the results of the fight are gradually emerging.</b>He warned that the situation could continue to worsen as the virus could mutate and spread, and there are also unpredictable risks, such as winter weather hampering vaccine distribution. He said:</p><p>\"We are making progress from the mess we took over and moving in the right direction. The results announced today are a big step in our efforts to beat the pandemic. But I must admit that this battle is far from over.\" Biden also<b>Call on states to prioritize getting teachers, school staff, and kindergarten staff vaccinated, and reemphasize the commitment to getting students back into the classroom.</b>Biden said there are 30 states that will prioritize vaccinating such workers. He said:</p><p>\"Let's think of in-person learning as an essential service.\" He added that his goal is for every teacher or school staff member to receive at least their first dose by the end of March.</p><p>Currently, many students across the United States are continuing to learn remotely, and when and how the government will reopen classrooms remains unknown. Some teachers' unions have made vaccination one of the negotiating conditions for the resumption of in-person instruction.</p><p>In addition,<b>The advanced date doesn't mean all Americans can get their shots by May 31.</b>Due to distribution and staffing issues, it may take longer for all Americans to get vaccinated.</p><p>Biden said the U.S. will have sufficient supply of vaccines for all adults by the end of May, but it's unclear when everyone will be able to get the shot.</p><p>Millions of Americans are on track to get their first vaccines sooner, though, thanks to a partnership between major U.S. drugmakers. Merck has issued a statement on its official website confirming the news that it will assist in the production of Johnson & Johnson vaccine.</p><p>With<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>Unlike Moderna's two COVID-19 vaccines, Johnson & Johnson's vaccine only requires one dose.<b>On Saturday, the U.S. Food and Drug Administration (FDA) granted emergency use permission for the Johnson & Johnson vaccine, and the U.S. Centers for Disease Control and Prevention recommended it be used in adults over the age of 18.</b>Distribution of vaccines is already underway, with the first vaccines administered in Ohio on Tuesday.</p><p>Merck's assistance was needed because<b>Johnson & Johnson is facing the problem of production bottlenecks.</b></p><p>Under the contract, Johnson & Johnson was supposed to deliver 12 million doses by the end of February, but when the vaccine was approved last Saturday, fewer than 4 million doses were ready to be shipped.</p><p>In addition, the originally expected delivery of 16 million doses by the end of March also appears unreachable, although the company now expects to be able to deliver the full 100 million doses it agreed to supply by the original mid-year deadline.</p><p>Johnson & Johnson said about 4 million doses are now ready for shipment \"immediately,\" and said 20 million should be ready by the end of March. Alex Gorsky, CEO and chairman of Johnson & Johnson, told CNN on Monday:</p><p>\"We already have extensive partnerships in the U.S., Europe and elsewhere in the world, and we are confident in our ability to deliver 20 million doses by the end of March and 100 million doses in the first half of the year. By the end of the year, that number will reach 1 billion doses.\"<b>But U.S. administration officials are clearly unhappy with the pace of Johnson & Johnson's production, and Biden hopes that bringing Merck on board can help meet the new goal for May.</b></p><p>This collaboration is unusual, with a greater focus on producing and distributing enough doses of the vaccine to get as many Americans vaccinated as possible.</p><p>Calling it \"an improvement,\" Biden also praised the partnership as a way to quickly advance the stagnant vaccine production of the moment, which he likened to the kind of business-to-business collaboration implemented during World War II.</p><p>Previously, Merck had been working on its own COVID-19 vaccine, but Merck stopped its research and development work at the end of January after early research showed that the immune response was inferior to that of natural infections and other COVID-19 vaccines.</p><p>A government official said it was expected that<b>Merck will dedicate two of its facilities to helping Johnson & Johnson produce vaccines,</b>Including enhancing the \"fill completion\" ability when the dose is placed in the vial, and increasing the effectiveness of the vaccine ingredients,<b>It's a rare partnership between the two rivals.</b></p><p>Johnson & Johnson said it expects the partnership with Merck to enhance its manufacturing capacity, allowing it to deliver doses beyond what it currently promises. A spokesman for Merck said in a statement on Tuesday that the company remains firmly committed to responding to the global COVID-19 pandemic and is prepared for the pandemic.</p>","source":"jssj","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>Biden Announces Two Blockbuster Plans as U.S. Anti-epidemic Accelerates</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\">\nBiden Announces Two Blockbuster Plans as U.S. Anti-epidemic Accelerates\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2021-03-03 11:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>U.S. anti-epidemic plans are about to accelerate. U.S. President Joe Biden announced two blockbuster news on Tuesday. President Joe Biden said on Tuesday,<b>The United States will have enough COVID-19 vaccines for all American adults by the end of May, two months ahead of his previous goal, which is about 100 days before Biden takes office.</b></p><p>To achieve this new goal, Biden also announced,<b>The Defense Production Act will be cited and, after receiving funding from the U.S. Biomedical Advanced Research and Development Administration (BARDA), let Merck, the leading U.S. pharmaceutical company, adjust its existing production facilities to help manufacture<a href=\"https://laohu8.com/S/JNJ\">Johnson & Johnson</a>The company's COVID vaccine.</b></p><p>But at the same time, Biden declined to make a more optimistic forecast.</p><p>Asked when he thought everything would return to normal, Biden said he was reminded not to answer the question because everyone was unsure, but he himself hoped that everything would return to normal by this time next year.</p><p>He said,<b>The United States must still be vigilant about the pandemic, even as the results of the fight are gradually emerging.</b>He warned that the situation could continue to worsen as the virus could mutate and spread, and there are also unpredictable risks, such as winter weather hampering vaccine distribution. He said:</p><p>\"We are making progress from the mess we took over and moving in the right direction. The results announced today are a big step in our efforts to beat the pandemic. But I must admit that this battle is far from over.\" Biden also<b>Call on states to prioritize getting teachers, school staff, and kindergarten staff vaccinated, and reemphasize the commitment to getting students back into the classroom.</b>Biden said there are 30 states that will prioritize vaccinating such workers. He said:</p><p>\"Let's think of in-person learning as an essential service.\" He added that his goal is for every teacher or school staff member to receive at least their first dose by the end of March.</p><p>Currently, many students across the United States are continuing to learn remotely, and when and how the government will reopen classrooms remains unknown. Some teachers' unions have made vaccination one of the negotiating conditions for the resumption of in-person instruction.</p><p>In addition,<b>The advanced date doesn't mean all Americans can get their shots by May 31.</b>Due to distribution and staffing issues, it may take longer for all Americans to get vaccinated.</p><p>Biden said the U.S. will have sufficient supply of vaccines for all adults by the end of May, but it's unclear when everyone will be able to get the shot.</p><p>Millions of Americans are on track to get their first vaccines sooner, though, thanks to a partnership between major U.S. drugmakers. Merck has issued a statement on its official website confirming the news that it will assist in the production of Johnson & Johnson vaccine.</p><p>With<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>Unlike Moderna's two COVID-19 vaccines, Johnson & Johnson's vaccine only requires one dose.<b>On Saturday, the U.S. Food and Drug Administration (FDA) granted emergency use permission for the Johnson & Johnson vaccine, and the U.S. Centers for Disease Control and Prevention recommended it be used in adults over the age of 18.</b>Distribution of vaccines is already underway, with the first vaccines administered in Ohio on Tuesday.</p><p>Merck's assistance was needed because<b>Johnson & Johnson is facing the problem of production bottlenecks.</b></p><p>Under the contract, Johnson & Johnson was supposed to deliver 12 million doses by the end of February, but when the vaccine was approved last Saturday, fewer than 4 million doses were ready to be shipped.</p><p>In addition, the originally expected delivery of 16 million doses by the end of March also appears unreachable, although the company now expects to be able to deliver the full 100 million doses it agreed to supply by the original mid-year deadline.</p><p>Johnson & Johnson said about 4 million doses are now ready for shipment \"immediately,\" and said 20 million should be ready by the end of March. Alex Gorsky, CEO and chairman of Johnson & Johnson, told CNN on Monday:</p><p>\"We already have extensive partnerships in the U.S., Europe and elsewhere in the world, and we are confident in our ability to deliver 20 million doses by the end of March and 100 million doses in the first half of the year. By the end of the year, that number will reach 1 billion doses.\"<b>But U.S. administration officials are clearly unhappy with the pace of Johnson & Johnson's production, and Biden hopes that bringing Merck on board can help meet the new goal for May.</b></p><p>This collaboration is unusual, with a greater focus on producing and distributing enough doses of the vaccine to get as many Americans vaccinated as possible.</p><p>Calling it \"an improvement,\" Biden also praised the partnership as a way to quickly advance the stagnant vaccine production of the moment, which he likened to the kind of business-to-business collaboration implemented during World War II.</p><p>Previously, Merck had been working on its own COVID-19 vaccine, but Merck stopped its research and development work at the end of January after early research showed that the immune response was inferior to that of natural infections and other COVID-19 vaccines.</p><p>A government official said it was expected that<b>Merck will dedicate two of its facilities to helping Johnson & Johnson produce vaccines,</b>Including enhancing the \"fill completion\" ability when the dose is placed in the vial, and increasing the effectiveness of the vaccine ingredients,<b>It's a rare partnership between the two rivals.</b></p><p>Johnson & Johnson said it expects the partnership with Merck to enhance its manufacturing capacity, allowing it to deliver doses beyond what it currently promises. A spokesman for Merck said in a statement on Tuesday that the company remains firmly committed to responding to the global COVID-19 pandemic and is prepared for the pandemic.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/details/71220\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/289adba835a8c183b70c8199ac68f148","relate_stocks":{},"source_url":"https://xnews.jin10.com/details/71220","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123971591","content_text":"美国抗疫计划要加速了，美国总统拜登周二宣布了两条重磅消息。\n\n美国总统拜登周二表示，美国到5月底将有足够提供给所有美国成年人的新冠疫苗，这比他之前定的目标提前了两个月，这也大概是拜登上任一百天的时候。\n为了实现这个新目标，拜登还宣布，将引用国防生产法，在获得美国生物医学高级研究与发展管理局（BARDA）提供的资金之后，让美国制药龙头公司默克调整现有生产设施，以帮助生产强生公司的新冠疫苗。\n但与此同时，拜登拒绝做出更乐观的预测。\n在被问及认为什么时候一切会恢复正常时，拜登称，自己被提醒不要回答这个问题，因为大家都不确定，但是他本人希望，明年这个时间之前，一切能恢复正常。\n他表示，美国仍然必须对疫情保持警惕，尽管抗击疫情的成果逐渐显现。他警告说，情况可能会继续恶化，因为病毒可能会变异传播，而且还存在着难以预测的风险，比如冬季天气阻碍疫苗分发。他说：\n\n “我们正在从接手的烂摊子中取得进展，并朝着正确的方向前进。今天宣布的成果是我们在为战胜疫情所作的努力中迈出的一大步。但我必须承认，这场战斗远没有结束。”\n\n拜登还呼吁各州优先让教师、学校工作人员和幼儿园工作人员接种疫苗，并再次强调让学生重返教室的承诺。拜登说，有30个州将优先让这类工作人员接种疫苗。他说：\n\n “让我们将面对面的学习视为一项必不可少的服务。”\n\n他补充说，他的目标是到3月底，每位老师或学校工作人员至少要接受第一剂疫苗。\n目前，全美各地的许多学生仍在继续进行远程学习，政府何时以及如何让教室重新开放仍然不得而知。一些教师工会已将接种疫苗作为恢复面对面教学的谈判条件之一。\n另外，日期的提前并不意味着所有美国人都能在5月31日之前注射疫苗。由于分配和人员的问题，可能需要更长的时间才能使得所有美国人都注射得上疫苗。\n拜登说，到5月底，美国将有足够的供所有成人接种的疫苗供应，但目前还不清楚何时每个人都能注射疫苗。\n不过，在美国主要制药商之间的合作下，数百万美国人有望更快地首次接种疫苗。默克公司已经在官网发布声明，确认了将协助生产强生疫苗的消息。\n与辉瑞和Moderna公司的两种新冠疫苗不同，强生的疫苗只需要注射一剂。上周六，美国食品药品监督管理局（FDA）在授予了强生疫苗的紧急使用许可，美国疾病控制与预防中心建议将其用于18岁以上的成年人。疫苗的分发已经在进行中，第一批疫苗已于周二在俄亥俄州接种。\n之所以需要默克协助，是因为强生正面临生产瓶颈的问题。\n根据合同，强生公司本应在2月底前交付1200万剂疫苗，但当疫苗在上周六获得批准时，准备发货的还不到400万剂。\n此外，原本预期的3月底交付1600万剂似乎也无法达成，尽管该公司目前预计，将能够在原定的年中截止日期前提供其同意供应的全部1亿剂。\n强生公司表示，目前大约有400万剂疫苗准备“立即”运送，并表示到3月底应该有2000万剂疫苗准备好。强生公司的首席执行官兼董事长亚Alex Gorsky周一在CNN上说：\n\n “我们已经在美国、欧洲和世界其他地方建立了广泛的合作伙伴关系，我们对在三月底之前提供2000万剂疫苗和在上半年提供1亿剂疫苗的能力充满信心。到今年年底，这一数字将达到10亿剂。”\n\n但美国政府官员显然对强生的生产速度不满意，拜登希望让默克的加入能够帮助实现5月的新目标。\n这种合作是不同寻常的，更注重生产和分配足够剂量的疫苗，以尽可能使更多的美国人接种。\n拜登称“这是一种进步”，他还赞扬这种伙伴关系是迅速推进当下停滞不前的疫苗生产的一种方式，他把这种合作比作二战期间实施的那种企业间的合作。\n此前，默克公司一直致力于研发自己的新冠疫苗，但在早期研究显示免疫反应不如自然感染和其他新冠疫苗后，默克于1月底停止了研发工作。\n一名政府官员表示，预计默克将把其两个设施专门用于帮助强生生产疫苗，包括当剂量放入小瓶时加强“灌装完成”能力，以及增加疫苗成分的有效性，这是两家竞争对手之间罕见的合作。\n强生表示，预计与默克的合作将增强其生产能力，使其能够提供超出目前承诺的剂量。默克发言人在周二的声明中说，该公司仍然坚定地致力于应对全球新冠疫情，并为应对疫情做好准备。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":321892688,"gmtCreate":1615419965444,"gmtModify":1704782474679,"author":{"id":"3569501672151768","authorId":"3569501672151768","name":"婷婷012","avatar":"https://static.tigerbbs.com/be9adc9218f7a191061b5437c2c17d39","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569501672151768","authorIdStr":"3569501672151768"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/321892688","repostId":"2118603056","repostType":4,"repost":{"id":"2118603056","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":1615413600,"share":"https://ttm.financial/m/news/2118603056?lang=en_US&edition=fundamental","pubTime":"2021-03-11 06:00","market":"us","language":"zh","title":"AMC Cinema Q4 Revenue Exceeds Expectations, Rises Over 7% After Hours","url":"https://stock-news.laohu8.com/highlight/detail?id=2118603056","media":"老虎资讯综合","summary":"周三，AMC院线在美股收盘后公布了2020年四季度及全年财报。财报公布后，AMC院线盘后涨超8%。财报显示，公司四季度营收1.625亿美元，市场预期1.424亿美元。AMC院线第四季度综合上座数为809万，同比下降91%。值得注意的是，AMC院线目前拥有超过10亿美元的现金储备。AMC院线2020全年营收为12.42亿美元，去年同期为54.71亿美元；调整后每股亏损16.15美元，去年同期为每股亏损1.08美元。","content":"<p>March 11th (Wednesday) news,<a href=\"https://laohu8.com/S/AMC\">AMC Cinema</a>After the US stock market closed, it announced the fourth quarter and full year financial results of 2020. After the financial report was announced, AMC Cinema rose by more than 7% after hours.</p><p><img src=\"https://static.tigerbbs.com/13d95b3195382f76b9099dbfbfd60819\" tg-width=\"615\" tg-height=\"514\" referrerpolicy=\"no-referrer\">According to the financial report, the company's revenue in the fourth quarter was USD 162.5 million, compared with the market expectation of USD 142.4 million. Adjusted loss of $3.15 per share, compared to the market expectation of a loss of $3.53 per share. Adjusted loss before interest, taxes, depreciation and amortization for the fourth quarter was $327.5 million.</p><p>The combined attendance of AMC cinemas in the fourth quarter was 8.09 million, a year-on-year decrease of 91%. It is worth noting that AMC Cinemas currently has more than $1 billion in cash reserves.</p><p>AMC Cinemas' full-year revenue in 2020 was US$1.242 billion, compared with US$5.471 billion in the same period last year; Adjusted loss was $16.15 per share, compared to a loss of $1.08 per share in the year-ago quarter. The total occupancy for the year was 75.19 million, representing a year-on-year decrease of 78.9%.</p><p>Adam Aron, CEO and president of the company, said: \"The past year has been one of the most challenging for AMC. This era is unprecedented, and the AMC team has taken decisive action quickly with unprecedented motivation and commitment to ensure our survival and growth. With more than $1 billion in cash on hand, we have reason to be optimistic about the strength of the company.\"</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>AMC Cinema Q4 Revenue Exceeds Expectations, Rises Over 7% After Hours</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\">\nAMC Cinema Q4 Revenue Exceeds Expectations, Rises Over 7% After Hours\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\">2021-03-11 06:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>March 11th (Wednesday) news,<a href=\"https://laohu8.com/S/AMC\">AMC Cinema</a>After the US stock market closed, it announced the fourth quarter and full year financial results of 2020. After the financial report was announced, AMC Cinema rose by more than 7% after hours.</p><p><img src=\"https://static.tigerbbs.com/13d95b3195382f76b9099dbfbfd60819\" tg-width=\"615\" tg-height=\"514\" referrerpolicy=\"no-referrer\">According to the financial report, the company's revenue in the fourth quarter was USD 162.5 million, compared with the market expectation of USD 142.4 million. Adjusted loss of $3.15 per share, compared to the market expectation of a loss of $3.53 per share. Adjusted loss before interest, taxes, depreciation and amortization for the fourth quarter was $327.5 million.</p><p>The combined attendance of AMC cinemas in the fourth quarter was 8.09 million, a year-on-year decrease of 91%. It is worth noting that AMC Cinemas currently has more than $1 billion in cash reserves.</p><p>AMC Cinemas' full-year revenue in 2020 was US$1.242 billion, compared with US$5.471 billion in the same period last year; Adjusted loss was $16.15 per share, compared to a loss of $1.08 per share in the year-ago quarter. The total occupancy for the year was 75.19 million, representing a year-on-year decrease of 78.9%.</p><p>Adam Aron, CEO and president of the company, said: \"The past year has been one of the most challenging for AMC. This era is unprecedented, and the AMC team has taken decisive action quickly with unprecedented motivation and commitment to ensure our survival and growth. With more than $1 billion in cash on hand, we have reason to be optimistic about the strength of the company.\"</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/28009f8e87ba9680b5b94d59ba7ac119","relate_stocks":{"AMC":"AMC院线"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2118603056","content_text":"3月11日（周三）消息，AMC院线在美股收盘后公布了2020年四季度及全年财报。财报公布后，AMC院线盘后涨超7%。财报显示，公司四季度营收1.625亿美元，市场预期1.424亿美元。调整后每股亏损3.15美元，市场预期每股亏损3.53美元。四季度调整后的未计利息、税项、折旧及摊销前的亏损为3.275亿美元。AMC院线第四季度综合上座数为809万，同比下降91%。值得注意的是，AMC院线目前拥有超过10亿美元的现金储备。AMC院线2020全年营收为12.42亿美元，去年同期为54.71亿美元；调整后每股亏损16.15美元，去年同期为每股亏损1.08美元。全年综合上座数为7519万，同比减少78.9%。公司首席执行官兼总裁Adam Aron表示：“过去的一年，AMC迎来了最具挑战性的一年。这个时代是前所未有的，AMC团队以前所未有的动力和承诺，迅速采取果断行动，确保我们的生存和发展。我们手上有超过10亿美元的现金，我们有理由对公司的实力持乐观态度。”","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":3743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124897272,"gmtCreate":1624757606096,"gmtModify":1703844470287,"author":{"id":"3569501672151768","authorId":"3569501672151768","name":"婷婷012","avatar":"https://static.tigerbbs.com/be9adc9218f7a191061b5437c2c17d39","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569501672151768","authorIdStr":"3569501672151768"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124897272","repostId":"1111437604","repostType":4,"isVote":1,"tweetType":1,"viewCount":2577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364177350,"gmtCreate":1614828678770,"gmtModify":1704775746773,"author":{"id":"3569501672151768","authorId":"3569501672151768","name":"婷婷012","avatar":"https://static.tigerbbs.com/be9adc9218f7a191061b5437c2c17d39","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569501672151768","authorIdStr":"3569501672151768"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/364177350","repostId":"1145868466","repostType":4,"repost":{"id":"1145868466","kind":"news","pubTimestamp":1614828001,"share":"https://ttm.financial/m/news/1145868466?lang=en_US&edition=fundamental","pubTime":"2021-03-04 11:20","market":"us","language":"zh","title":"The next battle after Station B is out of the circle","url":"https://stock-news.laohu8.com/highlight/detail?id=1145868466","media":"来咖智库","summary":"豆豆是一个喜欢看美剧的70后，他在20年下半年突然发现了B站的乐趣。\n“以前没怎么接触过，后来挺偶然发现了B站上有《乔乔的奇妙冒险》全集，还有最新的得到灭之刃》。”豆豆当时就像发现了新大陆一样，平时在","content":"<p>Doudou is a post-70s generation who likes to watch American TV series. He suddenly discovered the fun of Station B in the second half of 20 years.</p><p>\"I haven't had much contact with it before. Later, I accidentally discovered that there are the complete episodes of Jojo's Strange Adventures and the latest Blade of Extermination on Station B.\" Doudou seemed to have discovered it.<a href=\"https://laohu8.com/S/000997\">New World</a>Similarly, he usually works in a financial institution in a serious working environment, and there are not many channels to contact young people's things. Moreover, the picture quality of various fan dramas on Station B is very clear, which makes him buy a one-year membership immediately without hesitation.</p><p>\"I didn't expect there to be so many good-looking animations on Station B. Video websites used Aiyouteng more before, but they all felt similar. If you are a member, you can choose one of three.\"</p><p>Doudou's choice was also reflected in the financial report of Station B this time. As Station B continues to emerge from the circle, this \"otaku\" website, which is famous for its second dimension, has attracted more and more people's attention, and its user base and audience have also been expanding. In the fourth quarter, the monthly active users of Station B increased by 55% year-on-year to 202 million; Among them, the monthly active users of mobile terminals increased by 61% year-on-year to 187 million. At the same time, the daily active users reached 54 million, achieving a year-on-year growth of 42%.</p><p>After the release of the financial report, the review of the financial and operational data of Station B also showed a dispute of views like a hundred flowers blooming<a href=\"https://laohu8.com/S/WB\">Weibo</a>/p></p><p>There is a positive view that the performance of 4Q Company in 2020 completely exceeded expectations, which proves that while the out-of-the-circle strategy is successful, with the deepening of the out-of-the-circle, the new users are more sticky, have stronger consumption power and relatively stable consumption habits. The development stamina of Station B can be square, while the other faction's view is that Station B has embarked on a path different from the \"original intention\" it established. The market expenses are rising, and the revenue growth rate is far lower than the loss. With the platform's continuous support for large traffic and UP owners, Station B has gradually shown a tendency of \"Weibo\", which makes the earliest batch of loyal users feel at a loss.</p><p><b>One week after the financial release, the stock price of Station B still follows the upward trend, and the capital market has given its own judgment with real money.</b><a href=\"https://laohu8.com/S/601901\">Founder Securities</a>The latest report pointed out that as a strong community platform where Generation Z, the first generation of Internet natives in China, gathered, it is optimistic about its potential for continuous expansion and accelerated realization of user traffic in the future. Combined with the valuation of comparable companies in the industry, it gives a target price of $204.94 in 2021, maintaining a \"recommended\" rating.</p><p>01 The effect of \"breaking the circle\" strategy is increasingly obvious</p><p>Since 2019, Bilibili has made a lot of strategic adjustments, constantly making adjustments around the three keywords of \"brand breaking circle, user growth and organizational structure optimization\", and the strategic effect is increasingly apparent. We believe that at present, the \"breaking the circle\" strategy of Station B has achieved remarkable results in both the increasingly optimized income structure and the penetration of more spectral users.</p><p>Let's first look at the changes in income structure.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>In 2020, the company's total annual revenue reached RMB 12 billion, a year-on-year increase of 77%, of which the revenue in Q4 2020 was RMB 3.831 billion, a year-on-year increase of 91%.<b>From the perspective of revenue composition, with the gradual expansion of the company's business scope and the acceleration of platform diversification, while the revenue has increased substantially, the company has gradually gotten rid of its dependence on a single game business, and its revenue structure has been continuously optimized.</b></p><p>Specifically, the company's revenue from mobile game business dropped to 40.03% in 2020, and the revenue from value-added services was close to that of mobile game business, reaching 32.05%. In Q4, the revenue from value-added services surpassed the revenue from mobile games for the first time, becoming the largest business pillar of Bilibili in the quarter. Advertising business, e-commerce and other businesses also developed relatively rapidly.</p><p><img src=\"https://static.tigerbbs.com/e2c6af2c1f2816f72fdc74cf262facc5\" tg-width=\"1080\" tg-height=\"590\" referrerpolicy=\"no-referrer\">(Laika think tank compiled according to public data)</p><p>For the fourth quarter, 4Q20 mobile game revenue was 1.130 billion (yoy +29.6%), and the intermodal contribution of Genshin Impact was obvious. Revenue from live broadcast and value-added services was 1,147 million (yoy +118.5%), with increased investment in live broadcast and obvious results, and a significant increase in paid membership. Advertising revenue of 722 million (yoy +149.5%), increased brand awareness and algorithm-driven performance advertising. E-commerce and other revenue of 741 million (yoy +168.5%). Non-GAAP gross margin increased 1.0% to 24.9% from the previous quarter.</p><p><b>Look at the growth of users again.</b>In the fourth quarter, the average monthly active users of Station B increased by 55% year-on-year to 202 million; Among them, the average monthly active users of mobile terminals increased by 61% year-on-year to 187 million. High-quality user growth has laid a solid foundation for the rapid development of commercialization. Driven by a large amount of premium content, the average monthly paying subscribers reached 17.9 million in the quarter, representing a high-speed growth of 103% year-on-year. The overall payment ratio also hit a new high, climbing to 8.9% in the quarter from 6.8% in the year-ago quarter; Gross profit margin achieved seven consecutive quarters of quarter-over-quarter growth, reaching 24.6%.</p><p>I believe that in the past 2020, both the spread of the \"Back Wave\" trilogy video and the \"Most Beautiful Night New Year's Eve Party\" left a deep impression on the public. Take the most beautiful night as an example. According to the data released by Station B, the data of the platform circle is eye-catching. At the same time, the peak number of viewers exceeds 250 million, and the number of broadcasts on Station B approaches 100 million times. The number of readings on Weibo topics reaches 880 million, and the number of topic discussions reaches 1.023 million, which is ahead of the network discussion and communication compared with the satellite TV party.</p><p>We believe that the influence and strong circle expansion trend of Station B can be seen from the advantages of network broadcast volume, and its more diversified mainstream content is gradually attracting mass users to settle in Station B.</p><p>After the financial report was announced, Chen Rui, chairman and CEO of Bilibili, also said in response to questions from analysts,<b>A wider audience has become users of Station B. Three years ago, the user groups of Station B were mainly post-90s and post-00s. From last year's statistics, it can be seen that a large number of post-85s have become users of the platform.</b>According to third-party statistics, 86% of users in Station B are under 35 years old, which means that a large number of users over 30 years old are also attracted by Station B, which symbolizes that \"small broken stations\" have gradually penetrated into the post-85s and even post-80s from the past post-90s and post-00s circles.</p><p>02 Endogenous power comes from unique community ecology</p><p>\"I always think that the user growth of content platforms ultimately depends on the content quality on this platform, that is to say, which platform can provide more good content, then which platform users will eventually go to.\" Chen Rui frankly,<b>Bili's strategy in terms of user growth has always been to attract users with high-quality content.</b>Premium content includes the amount of content as well as the breadth of the premium content category.</p><p>It is simple to say that it is difficult to constantly attract users with high-quality content that is continuously generated, but it is difficult to really do it.<b>Although many people in the industry will compare Bilibili with other short video platforms, unlike all other short video platforms, Laika Think Tank believes that Bilibili has a unique content community ecology, which is also the unique barrier of Bilibili.<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>trong></b></p><p><b>First of all, the content on Station B is extremely inclusive, with many niche and vertical contents, which are not valued and refined on other video platforms; Second, since there are mostly young users on Station B, there is a certain invisible threshold, and they have their own unique discourse system; Third, young people all have the mentality of \"Mu Qiang\", so they are willing to invest more time in creativity and production. The final result is that the content production threshold of Station B is higher and the quality is better. Fourthly, Station B has unique community attributes, which are completely different from other video platforms, whether short or long, such as extremely rich content interaction mechanism, two-dimensional barrage culture, one-click three-link, \"Ye Qinghui\" and other stalk cultures, as well as rapidly infectious ghost and animal videos, etc., all of which create a unique community atmosphere for Station B. Moreover, users of Station B love comments extremely, and the average comment data is much higher than that of other platforms.</b></p><p><b>It is worth noting that some analysts in the industry compare Station B with long video websites such as iQiyi. The market value of Station B is now four times that of iQiyi, and they think that the capital market has the risk of overestimating the share price of Station B. However, long video websites like Aiyouteng are indeed facing the bottleneck of relatively clear exhibition for a long time-a lot of production costs need to be invested in content production. The contents of the three long video websites are too convergent, and it is difficult to make profits for a long time. You know, iQiyi has been losing money for 10 years.</b></p><p><b>On the contrary, a large number of low-cost high-quality content is being presented on Station B. Through the core driver of PUGV (Professional User Generated Video), it continues to build a unique community belonging to Station B. After continuous iteration and differentiation, the content on Station B has formed a rich and diversified content ecology of \"PUGC as the main one, supplemented by OGC and UGC\". In the fourth quarter of 2020, the average monthly number of active UP owners in Station B reached 1.9 million, a year-on-year increase of 88%; The average monthly video submission volume reached 5.9 million, a year-on-year increase of 109%.</b></p><p><b>In terms of subdivided content categories, in the fourth quarter, life, games, entertainment, animation, technology and knowledge were the most popular among users, among which scientific and technological knowledge videos contributed 10% of the overall video playback volume in this quarter. Not only that, but knowledge content is also one of the fastest-growing content categories of Bilibili in 2020. And these contents, whether on long video platforms or short video platforms, are rare.</b></p><p><b>epilogue</b></p><p><b>There is another reason why Doudou doesn't hesitate to pay for Bilibili membership. Bilibili has only 148 yuan for a continuous annual package, while other video websites he commonly uses cost more than 200 yuan anyway. \"The membership fees of video websites are increasing, so I feel that this company is quite conscientious.\"</b></p><p><b>According to the observation of the think tank, whether it is continuous annual or quarterly expenses, the membership fee of Station B is lower than that of other platforms, and the advertisement is much less than that of other platforms. Li Ni, vice chairman and chief operating officer of Bilibili, said that in the future, the advertising volume of Station B will not be increased, or it will remain at 5%.</b></p><p><b>But even so, Bilibili's advertising business has achieved accelerated growth for seven consecutive quarters. In the fourth quarter, its revenue reached 720 million, a year-on-year increase of 149%, and the year-on-year growth of the whole year also reached 126%.</b></p><p><b>Therefore, from a longer time perspective, we believe that the advertising business of Station B still has huge potential to tap.</b></p>","source":"lsy1580307086638","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>The next battle after Station B is out of the circle</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\">\nThe next battle after Station B is out of the circle\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">来咖智库</strong><span class=\"h-time small\">2021-03-04 11:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Doudou is a post-70s generation who likes to watch American TV series. He suddenly discovered the fun of Station B in the second half of 20 years.</p><p>\"I haven't had much contact with it before. Later, I accidentally discovered that there are the complete episodes of Jojo's Strange Adventures and the latest Blade of Extermination on Station B.\" Doudou seemed to have discovered it.<a href=\"https://laohu8.com/S/000997\">New World</a>Similarly, he usually works in a financial institution in a serious working environment, and there are not many channels to contact young people's things. Moreover, the picture quality of various fan dramas on Station B is very clear, which makes him buy a one-year membership immediately without hesitation.</p><p>\"I didn't expect there to be so many good-looking animations on Station B. Video websites used Aiyouteng more before, but they all felt similar. If you are a member, you can choose one of three.\"</p><p>Doudou's choice was also reflected in the financial report of Station B this time. As Station B continues to emerge from the circle, this \"otaku\" website, which is famous for its second dimension, has attracted more and more people's attention, and its user base and audience have also been expanding. In the fourth quarter, the monthly active users of Station B increased by 55% year-on-year to 202 million; Among them, the monthly active users of mobile terminals increased by 61% year-on-year to 187 million. At the same time, the daily active users reached 54 million, achieving a year-on-year growth of 42%.</p><p>After the release of the financial report, the review of the financial and operational data of Station B also showed a dispute of views like a hundred flowers blooming<a href=\"https://laohu8.com/S/WB\">Weibo</a>/p></p><p>There is a positive view that the performance of 4Q Company in 2020 completely exceeded expectations, which proves that while the out-of-the-circle strategy is successful, with the deepening of the out-of-the-circle, the new users are more sticky, have stronger consumption power and relatively stable consumption habits. The development stamina of Station B can be square, while the other faction's view is that Station B has embarked on a path different from the \"original intention\" it established. The market expenses are rising, and the revenue growth rate is far lower than the loss. With the platform's continuous support for large traffic and UP owners, Station B has gradually shown a tendency of \"Weibo\", which makes the earliest batch of loyal users feel at a loss.</p><p><b>One week after the financial release, the stock price of Station B still follows the upward trend, and the capital market has given its own judgment with real money.</b><a href=\"https://laohu8.com/S/601901\">Founder Securities</a>The latest report pointed out that as a strong community platform where Generation Z, the first generation of Internet natives in China, gathered, it is optimistic about its potential for continuous expansion and accelerated realization of user traffic in the future. Combined with the valuation of comparable companies in the industry, it gives a target price of $204.94 in 2021, maintaining a \"recommended\" rating.</p><p>01 The effect of \"breaking the circle\" strategy is increasingly obvious</p><p>Since 2019, Bilibili has made a lot of strategic adjustments, constantly making adjustments around the three keywords of \"brand breaking circle, user growth and organizational structure optimization\", and the strategic effect is increasingly apparent. We believe that at present, the \"breaking the circle\" strategy of Station B has achieved remarkable results in both the increasingly optimized income structure and the penetration of more spectral users.</p><p>Let's first look at the changes in income structure.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>In 2020, the company's total annual revenue reached RMB 12 billion, a year-on-year increase of 77%, of which the revenue in Q4 2020 was RMB 3.831 billion, a year-on-year increase of 91%.<b>From the perspective of revenue composition, with the gradual expansion of the company's business scope and the acceleration of platform diversification, while the revenue has increased substantially, the company has gradually gotten rid of its dependence on a single game business, and its revenue structure has been continuously optimized.</b></p><p>Specifically, the company's revenue from mobile game business dropped to 40.03% in 2020, and the revenue from value-added services was close to that of mobile game business, reaching 32.05%. In Q4, the revenue from value-added services surpassed the revenue from mobile games for the first time, becoming the largest business pillar of Bilibili in the quarter. Advertising business, e-commerce and other businesses also developed relatively rapidly.</p><p><img src=\"https://static.tigerbbs.com/e2c6af2c1f2816f72fdc74cf262facc5\" tg-width=\"1080\" tg-height=\"590\" referrerpolicy=\"no-referrer\">(Laika think tank compiled according to public data)</p><p>For the fourth quarter, 4Q20 mobile game revenue was 1.130 billion (yoy +29.6%), and the intermodal contribution of Genshin Impact was obvious. Revenue from live broadcast and value-added services was 1,147 million (yoy +118.5%), with increased investment in live broadcast and obvious results, and a significant increase in paid membership. Advertising revenue of 722 million (yoy +149.5%), increased brand awareness and algorithm-driven performance advertising. E-commerce and other revenue of 741 million (yoy +168.5%). Non-GAAP gross margin increased 1.0% to 24.9% from the previous quarter.</p><p><b>Look at the growth of users again.</b>In the fourth quarter, the average monthly active users of Station B increased by 55% year-on-year to 202 million; Among them, the average monthly active users of mobile terminals increased by 61% year-on-year to 187 million. High-quality user growth has laid a solid foundation for the rapid development of commercialization. Driven by a large amount of premium content, the average monthly paying subscribers reached 17.9 million in the quarter, representing a high-speed growth of 103% year-on-year. The overall payment ratio also hit a new high, climbing to 8.9% in the quarter from 6.8% in the year-ago quarter; Gross profit margin achieved seven consecutive quarters of quarter-over-quarter growth, reaching 24.6%.</p><p>I believe that in the past 2020, both the spread of the \"Back Wave\" trilogy video and the \"Most Beautiful Night New Year's Eve Party\" left a deep impression on the public. Take the most beautiful night as an example. According to the data released by Station B, the data of the platform circle is eye-catching. At the same time, the peak number of viewers exceeds 250 million, and the number of broadcasts on Station B approaches 100 million times. The number of readings on Weibo topics reaches 880 million, and the number of topic discussions reaches 1.023 million, which is ahead of the network discussion and communication compared with the satellite TV party.</p><p>We believe that the influence and strong circle expansion trend of Station B can be seen from the advantages of network broadcast volume, and its more diversified mainstream content is gradually attracting mass users to settle in Station B.</p><p>After the financial report was announced, Chen Rui, chairman and CEO of Bilibili, also said in response to questions from analysts,<b>A wider audience has become users of Station B. Three years ago, the user groups of Station B were mainly post-90s and post-00s. From last year's statistics, it can be seen that a large number of post-85s have become users of the platform.</b>According to third-party statistics, 86% of users in Station B are under 35 years old, which means that a large number of users over 30 years old are also attracted by Station B, which symbolizes that \"small broken stations\" have gradually penetrated into the post-85s and even post-80s from the past post-90s and post-00s circles.</p><p>02 Endogenous power comes from unique community ecology</p><p>\"I always think that the user growth of content platforms ultimately depends on the content quality on this platform, that is to say, which platform can provide more good content, then which platform users will eventually go to.\" Chen Rui frankly,<b>Bili's strategy in terms of user growth has always been to attract users with high-quality content.</b>Premium content includes the amount of content as well as the breadth of the premium content category.</p><p>It is simple to say that it is difficult to constantly attract users with high-quality content that is continuously generated, but it is difficult to really do it.<b>Although many people in the industry will compare Bilibili with other short video platforms, unlike all other short video platforms, Laika Think Tank believes that Bilibili has a unique content community ecology, which is also the unique barrier of Bilibili.<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>trong></b></p><p><b>First of all, the content on Station B is extremely inclusive, with many niche and vertical contents, which are not valued and refined on other video platforms; Second, since there are mostly young users on Station B, there is a certain invisible threshold, and they have their own unique discourse system; Third, young people all have the mentality of \"Mu Qiang\", so they are willing to invest more time in creativity and production. The final result is that the content production threshold of Station B is higher and the quality is better. Fourthly, Station B has unique community attributes, which are completely different from other video platforms, whether short or long, such as extremely rich content interaction mechanism, two-dimensional barrage culture, one-click three-link, \"Ye Qinghui\" and other stalk cultures, as well as rapidly infectious ghost and animal videos, etc., all of which create a unique community atmosphere for Station B. Moreover, users of Station B love comments extremely, and the average comment data is much higher than that of other platforms.</b></p><p><b>It is worth noting that some analysts in the industry compare Station B with long video websites such as iQiyi. The market value of Station B is now four times that of iQiyi, and they think that the capital market has the risk of overestimating the share price of Station B. However, long video websites like Aiyouteng are indeed facing the bottleneck of relatively clear exhibition for a long time-a lot of production costs need to be invested in content production. The contents of the three long video websites are too convergent, and it is difficult to make profits for a long time. You know, iQiyi has been losing money for 10 years.</b></p><p><b>On the contrary, a large number of low-cost high-quality content is being presented on Station B. Through the core driver of PUGV (Professional User Generated Video), it continues to build a unique community belonging to Station B. After continuous iteration and differentiation, the content on Station B has formed a rich and diversified content ecology of \"PUGC as the main one, supplemented by OGC and UGC\". In the fourth quarter of 2020, the average monthly number of active UP owners in Station B reached 1.9 million, a year-on-year increase of 88%; The average monthly video submission volume reached 5.9 million, a year-on-year increase of 109%.</b></p><p><b>In terms of subdivided content categories, in the fourth quarter, life, games, entertainment, animation, technology and knowledge were the most popular among users, among which scientific and technological knowledge videos contributed 10% of the overall video playback volume in this quarter. Not only that, but knowledge content is also one of the fastest-growing content categories of Bilibili in 2020. And these contents, whether on long video platforms or short video platforms, are rare.</b></p><p><b>epilogue</b></p><p><b>There is another reason why Doudou doesn't hesitate to pay for Bilibili membership. Bilibili has only 148 yuan for a continuous annual package, while other video websites he commonly uses cost more than 200 yuan anyway. \"The membership fees of video websites are increasing, so I feel that this company is quite conscientious.\"</b></p><p><b>According to the observation of the think tank, whether it is continuous annual or quarterly expenses, the membership fee of Station B is lower than that of other platforms, and the advertisement is much less than that of other platforms. Li Ni, vice chairman and chief operating officer of Bilibili, said that in the future, the advertising volume of Station B will not be increased, or it will remain at 5%.</b></p><p><b>But even so, Bilibili's advertising business has achieved accelerated growth for seven consecutive quarters. In the fourth quarter, its revenue reached 720 million, a year-on-year increase of 149%, and the year-on-year growth of the whole year also reached 126%.</b></p><p><b>Therefore, from a longer time perspective, we believe that the advertising business of Station B still has huge potential to tap.</b></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s?__biz=MzIwOTQwMDEyMA==&mid=2247491447&idx=1&sn=4e0ce998d49550b2fe63c798dae1e38b&chksm=97752720a002ae36a59fcb1b6fab268b877aaed9bf4b333e505228c661f18998e5429fe70d1a&token=2037453801&lang=zh_CN#rd\">来咖智库</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/175fbf5f75752267f2ac52ba7750f15a","relate_stocks":{"BILI":"哔哩哔哩"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzIwOTQwMDEyMA==&mid=2247491447&idx=1&sn=4e0ce998d49550b2fe63c798dae1e38b&chksm=97752720a002ae36a59fcb1b6fab268b877aaed9bf4b333e505228c661f18998e5429fe70d1a&token=2037453801&lang=zh_CN#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145868466","content_text":"豆豆是一个喜欢看美剧的70后，他在20年下半年突然发现了B站的乐趣。\n“以前没怎么接触过，后来挺偶然发现了B站上有《乔乔的奇妙冒险》全集，还有最新的得到灭之刃》。”豆豆当时就像发现了新大陆一样，平时在金融机构上班的他工作环境比较严肃，没有太多渠道可以接触年轻人的东西，而且B站上各种番剧画质非常清晰，这让他毫不犹豫立刻买了一年会员。\n“没想到B站上有这么多好看的动画，视频网站之前用爱优腾比较多，但全都感觉都差不多，充会员的话三选一就可以了。”\n豆豆的选择这次在B站的财报上也得到了体现。随着B站不断的出圈，这家本以二次元闻名的“宅男“网站受到越来越多人群的关注，它的用户群和受众也不断扩大。第四季度，B站月活用户同比增长55%，达2.02亿；其中移动端月活用户同比增长61%，达1.87亿。与此同时，日活用户达5400万，实现了42%的同比增长。\n财报发布后，对于B站财务和运营数据的审视，同样也出现了百花齐放般的观点争鸣微博/p>\n有积极的观点认为，2020年4Q公司的业绩完全超预期，证明了出圈战略成功的同时，随着破圈的深入，新增用户的黏性更强，且具有更强的消费力和比较稳定的消费习惯，B站发展后劲可方正而另一派的观点则是，B站已经走上了一条与其建立之“初心”不同的道路，市场费用不断上涨，收入增速远低于亏损，在平台不断对大流量对UP主的扶持之下，B站还逐步表现出一种“微博化”的倾向，这一点让最早的一批忠实用户感到无所适从。\n财务发布后一周，B站股价仍旧沿袭上涨态势，资本市场已经用真金白银给出了自己的判断。方正证券最新发布的报告指出，作为中国第一代互联网原住民Z世代聚集的强社区平台，看好其未来用户流量持续扩张与加速变现的潜力，结合行业可比公司估值，给出2021年目标价为204.94美元，维持“推荐”评级。\n01 “破圈”战略效果日益显现\n自2019年以来，B站进行了大量的战略性调整，围绕 “品牌破圈、用户增长、组织架构优化”这三个关键词不断做出调整，战略效果也日益得以显现。我们认为，目前B站无论是在日益优化的收入结构来看，还是更光谱用户的渗透上看，“破圈”策略都取得了显著的效果。\n先来看下收入结构的变化。哔哩哔哩2020年公司全年总营收达120亿元人民币，同比增长77%，其中2020年Q4营收为38.31亿元，同比增长91%。从营收构成情况来看，随着公司业务范围逐渐拓宽，平台多元化发展提速，在营收大幅增长的同时，公司逐渐摆脱对单一游戏业务的依赖性，收入结构不断优化。\n具体来说，公司的移动游戏业务收入在2020 年占比降至40.03%，增值业务的收入占比已经接近移动游戏业务，达到了32.05%，且Q4 增值业务收入首次超越移动游戏收入，成为了哔哩哔哩季度的第一大业务支柱，广告业务和电商及其他业务也相对发展迅速。\n（来咖智库根据公开数据整理）\n对于第四季度而言，4Q20移动游戏收入11.30亿（yoy+29.6%），《原神》联运贡献明显。直播及增值服务收入11.47亿（yoy+118.5%），直播投入加大、收效明显，付费会员增长明显。广告收入7.22亿（yoy+149.5%），品牌认知度提升、算法推动效果广告。电商及其他收入7.41亿（yoy+168.5%）。Non-GAAP毛利率较上季度增长1.0%至24.9%。\n再看一下用户的增长情况。第四季度，B站月均活跃用户同比增长55%，达2.02亿；其中移动端月均活跃用户同比增长61%，达1.87亿。高质量的用户增长为商业化的快速发展奠定了坚实基础。在大量优质内容的推动下，本季度月均付费用户达到1790万，同比高速增长103％。整体付费率也创下新高，从去年同期的6.8％攀升至本季度的8.9％；毛利率实现了连续七个季度的环比增长，达到24.6%。\n相信在过去的2020年，无论是“后浪”三部曲视频的传播，还是“最美的夜跨年晚会”，都给公众留下了深刻的印象。以最美的夜为例，据B站公布数据显示，平台圈子量数据亮眼，同时观看人数峰值超2.5亿人在B站上的播放量逼近1亿次，在微博话题阅读量达到8.8亿，话题讨论量达102.3万，相比于卫视晚会在网络讨论和传播度上较为领先。\n我们认为，从网络播放量的优势可以看出B站的影响力和强烈的扩圈趋势，且其更具多元融合的主流内容也正逐步吸引大众用户入驻B站。\n财报公布后，在回答分析师提问时，哔哩哔哩董事长兼CEO陈睿也表示，更加广泛的受众成为了B站的用户。在三年前B站的用户群体主要是以90后和00后为主。从去年的统计数据来看，可以看到大量的85后已经成为了平台的用户。从第三方的统计来看，B站86%的用户为35岁以下，也就是说大量的超过30岁的用户也被B站吸引力，这象征着“小破站”从过去的90后00后的圈子已经逐步的渗透到了85后甚至是80后。\n02 内生动力来自于独特的社区生态\n“我一直认为内容平台的用户增长最终是取决于这个平台上的内容质量，也就是说哪个平台能够提供更多的好内容，那么用户最终就会去哪个平台。”陈睿坦诚，B站在用户增长方面的策略，一直是用优质的内容去吸引用户。优质的内容包括内容的数量以及优质内容品类的宽度。\n用持续产生的优质内容不断去吸引用户，说起来很简单，但真正做起来是很难的。虽然行业内很多人会把B站与其他的短视频平台做比较，但跟其他所有的短视频平台不同，来咖智库认为，B站拥有独一无二的内容社区生态，而这也是B站的独特壁垒所在。爱奇艺trong>\n首先，B站上的内容具有极大的包容性，有非常多小众而且垂直的内容，这些内容在其他视频平台上得不到重视和精细化运营；第二，由于B站上年轻的用户居多，所以存在一定的隐形门槛，他们具有自己独特的话语体系；第三，年轻人都存在“慕强”的心理，所以愿意投入更多时间在创意和制作上，最后的结果就是B站的内容制作门槛更高，质量也更好。第四，B站具有独特的社区属性，这与其他的视频平台，无论是短视频还是长视频平台，都是完全不同的，如极度丰富的内容互动机制，二次元弹幕文化、一键三连、“爷青回”等梗文化，还有急剧感染力的鬼畜视频，等等，都为B站营造了独特的社区氛围，而且B站的用户是极度喜爱评论，集均评论数据远高于其他平台。\n值得注意的是，业内有一些分析人士把B站与长视频网站例如爱奇艺相比，B站的市值目前已经是爱奇艺的4倍，认为资本市场有高估B站股价的风险。但爱优腾这样的长视频网站，的确长期面临着较为明一见展的瓶颈——在内容制作上需要投入大量的制作成本，三家长视频网站内容太过趋同，长期难以盈利，要知道，爱奇艺已经亏损了长达10年之久。\n而与此相反的是，B站上正在呈现出大量的低成本的优质内容，通过PUGV（Professional User Generated Video）的核心驱动，持续打造属于B站的独特社区。B站上的内容经过不断的迭代、分化，形成了“PUGC为主，OGC和UGC为辅”的丰富多元的内容生态，20年第四季度，B站月均活跃UP主数量达190万，同比增长88%；月均视频投稿量达590万，同比增长109％。\n从细分的内容品类上，第四季度，生活、游戏、娱乐、动漫、科技和知识是最受用户欢迎的，其中科技知识类视频贡献了本季度整体视频播放量的10％。不仅如此，知识类内容也是2020年B站增长最快的内容品类之一。而这些内容，无论是在长视频平台，还是短视频平台，都是很难得一见的。\n结语\n豆豆毫不犹豫掏钱购买B站会员还有一个原因，B站连续包年只有148元，而其它他常用的视频网站无论如何也都要200元以上了。“视频网站的会员费都在涨价，就感觉这家还挺良心的。“\n来咖智库观察发现，无论是连续包年还是季度费用，B站的会员费都比其他平台偏低，另外广告也比其他平台要少很多。哔哩哔哩副董事长兼首席运营官李旎表示，未来暂时是不会增加B站的广告量，还是会保持在5%。\n但即便如此，B站的广告业务已经实现了连续7个季度的加速增长，四季度的收入达到了7.2亿，同比增长达到了149%，全年的同比增长也达到了126%。\n所以，从更长的时间维度来看，我们相信B站的广告业务仍旧有巨大的潜力可以挖掘。","news_type":1,"symbols_score_info":{"BILI":0.9}},"isVote":1,"tweetType":1,"viewCount":1549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365228663,"gmtCreate":1614748527952,"gmtModify":1704774743340,"author":{"id":"3569501672151768","authorId":"3569501672151768","name":"婷婷012","avatar":"https://static.tigerbbs.com/be9adc9218f7a191061b5437c2c17d39","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569501672151768","authorIdStr":"3569501672151768"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/365228663","repostId":"1123971591","repostType":4,"repost":{"id":"1123971591","kind":"news","pubTimestamp":1614741649,"share":"https://ttm.financial/m/news/1123971591?lang=en_US&edition=fundamental","pubTime":"2021-03-03 11:20","market":"us","language":"zh","title":"Biden Announces Two Blockbuster Plans as U.S. Anti-epidemic Accelerates","url":"https://stock-news.laohu8.com/highlight/detail?id=1123971591","media":"金十数据","summary":"美国抗疫计划要加速了，美国总统拜登周二宣布了两条重磅消息。\n\n美国总统拜登周二表示，美国到5月底将有足够提供给所有美国成年人的新冠疫苗，这比他之前定的目标提前了两个月，这也大概是拜登上任一百天的时候。","content":"<p>U.S. anti-epidemic plans are about to accelerate. U.S. President Joe Biden announced two blockbuster news on Tuesday. President Joe Biden said on Tuesday,<b>The United States will have enough COVID-19 vaccines for all American adults by the end of May, two months ahead of his previous goal, which is about 100 days before Biden takes office.</b></p><p>To achieve this new goal, Biden also announced,<b>The Defense Production Act will be cited and, after receiving funding from the U.S. Biomedical Advanced Research and Development Administration (BARDA), let Merck, the leading U.S. pharmaceutical company, adjust its existing production facilities to help manufacture<a href=\"https://laohu8.com/S/JNJ\">Johnson & Johnson</a>The company's COVID vaccine.</b></p><p>But at the same time, Biden declined to make a more optimistic forecast.</p><p>Asked when he thought everything would return to normal, Biden said he was reminded not to answer the question because everyone was unsure, but he himself hoped that everything would return to normal by this time next year.</p><p>He said,<b>The United States must still be vigilant about the pandemic, even as the results of the fight are gradually emerging.</b>He warned that the situation could continue to worsen as the virus could mutate and spread, and there are also unpredictable risks, such as winter weather hampering vaccine distribution. He said:</p><p>\"We are making progress from the mess we took over and moving in the right direction. The results announced today are a big step in our efforts to beat the pandemic. But I must admit that this battle is far from over.\" Biden also<b>Call on states to prioritize getting teachers, school staff, and kindergarten staff vaccinated, and reemphasize the commitment to getting students back into the classroom.</b>Biden said there are 30 states that will prioritize vaccinating such workers. He said:</p><p>\"Let's think of in-person learning as an essential service.\" He added that his goal is for every teacher or school staff member to receive at least their first dose by the end of March.</p><p>Currently, many students across the United States are continuing to learn remotely, and when and how the government will reopen classrooms remains unknown. Some teachers' unions have made vaccination one of the negotiating conditions for the resumption of in-person instruction.</p><p>In addition,<b>The advanced date doesn't mean all Americans can get their shots by May 31.</b>Due to distribution and staffing issues, it may take longer for all Americans to get vaccinated.</p><p>Biden said the U.S. will have sufficient supply of vaccines for all adults by the end of May, but it's unclear when everyone will be able to get the shot.</p><p>Millions of Americans are on track to get their first vaccines sooner, though, thanks to a partnership between major U.S. drugmakers. Merck has issued a statement on its official website confirming the news that it will assist in the production of Johnson & Johnson vaccine.</p><p>With<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>Unlike Moderna's two COVID-19 vaccines, Johnson & Johnson's vaccine only requires one dose.<b>On Saturday, the U.S. Food and Drug Administration (FDA) granted emergency use permission for the Johnson & Johnson vaccine, and the U.S. Centers for Disease Control and Prevention recommended it be used in adults over the age of 18.</b>Distribution of vaccines is already underway, with the first vaccines administered in Ohio on Tuesday.</p><p>Merck's assistance was needed because<b>Johnson & Johnson is facing the problem of production bottlenecks.</b></p><p>Under the contract, Johnson & Johnson was supposed to deliver 12 million doses by the end of February, but when the vaccine was approved last Saturday, fewer than 4 million doses were ready to be shipped.</p><p>In addition, the originally expected delivery of 16 million doses by the end of March also appears unreachable, although the company now expects to be able to deliver the full 100 million doses it agreed to supply by the original mid-year deadline.</p><p>Johnson & Johnson said about 4 million doses are now ready for shipment \"immediately,\" and said 20 million should be ready by the end of March. Alex Gorsky, CEO and chairman of Johnson & Johnson, told CNN on Monday:</p><p>\"We already have extensive partnerships in the U.S., Europe and elsewhere in the world, and we are confident in our ability to deliver 20 million doses by the end of March and 100 million doses in the first half of the year. By the end of the year, that number will reach 1 billion doses.\"<b>But U.S. administration officials are clearly unhappy with the pace of Johnson & Johnson's production, and Biden hopes that bringing Merck on board can help meet the new goal for May.</b></p><p>This collaboration is unusual, with a greater focus on producing and distributing enough doses of the vaccine to get as many Americans vaccinated as possible.</p><p>Calling it \"an improvement,\" Biden also praised the partnership as a way to quickly advance the stagnant vaccine production of the moment, which he likened to the kind of business-to-business collaboration implemented during World War II.</p><p>Previously, Merck had been working on its own COVID-19 vaccine, but Merck stopped its research and development work at the end of January after early research showed that the immune response was inferior to that of natural infections and other COVID-19 vaccines.</p><p>A government official said it was expected that<b>Merck will dedicate two of its facilities to helping Johnson & Johnson produce vaccines,</b>Including enhancing the \"fill completion\" ability when the dose is placed in the vial, and increasing the effectiveness of the vaccine ingredients,<b>It's a rare partnership between the two rivals.</b></p><p>Johnson & Johnson said it expects the partnership with Merck to enhance its manufacturing capacity, allowing it to deliver doses beyond what it currently promises. A spokesman for Merck said in a statement on Tuesday that the company remains firmly committed to responding to the global COVID-19 pandemic and is prepared for the pandemic.</p>","source":"jssj","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>Biden Announces Two Blockbuster Plans as U.S. Anti-epidemic Accelerates</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\">\nBiden Announces Two Blockbuster Plans as U.S. Anti-epidemic Accelerates\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2021-03-03 11:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>U.S. anti-epidemic plans are about to accelerate. U.S. President Joe Biden announced two blockbuster news on Tuesday. President Joe Biden said on Tuesday,<b>The United States will have enough COVID-19 vaccines for all American adults by the end of May, two months ahead of his previous goal, which is about 100 days before Biden takes office.</b></p><p>To achieve this new goal, Biden also announced,<b>The Defense Production Act will be cited and, after receiving funding from the U.S. Biomedical Advanced Research and Development Administration (BARDA), let Merck, the leading U.S. pharmaceutical company, adjust its existing production facilities to help manufacture<a href=\"https://laohu8.com/S/JNJ\">Johnson & Johnson</a>The company's COVID vaccine.</b></p><p>But at the same time, Biden declined to make a more optimistic forecast.</p><p>Asked when he thought everything would return to normal, Biden said he was reminded not to answer the question because everyone was unsure, but he himself hoped that everything would return to normal by this time next year.</p><p>He said,<b>The United States must still be vigilant about the pandemic, even as the results of the fight are gradually emerging.</b>He warned that the situation could continue to worsen as the virus could mutate and spread, and there are also unpredictable risks, such as winter weather hampering vaccine distribution. He said:</p><p>\"We are making progress from the mess we took over and moving in the right direction. The results announced today are a big step in our efforts to beat the pandemic. But I must admit that this battle is far from over.\" Biden also<b>Call on states to prioritize getting teachers, school staff, and kindergarten staff vaccinated, and reemphasize the commitment to getting students back into the classroom.</b>Biden said there are 30 states that will prioritize vaccinating such workers. He said:</p><p>\"Let's think of in-person learning as an essential service.\" He added that his goal is for every teacher or school staff member to receive at least their first dose by the end of March.</p><p>Currently, many students across the United States are continuing to learn remotely, and when and how the government will reopen classrooms remains unknown. Some teachers' unions have made vaccination one of the negotiating conditions for the resumption of in-person instruction.</p><p>In addition,<b>The advanced date doesn't mean all Americans can get their shots by May 31.</b>Due to distribution and staffing issues, it may take longer for all Americans to get vaccinated.</p><p>Biden said the U.S. will have sufficient supply of vaccines for all adults by the end of May, but it's unclear when everyone will be able to get the shot.</p><p>Millions of Americans are on track to get their first vaccines sooner, though, thanks to a partnership between major U.S. drugmakers. Merck has issued a statement on its official website confirming the news that it will assist in the production of Johnson & Johnson vaccine.</p><p>With<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>Unlike Moderna's two COVID-19 vaccines, Johnson & Johnson's vaccine only requires one dose.<b>On Saturday, the U.S. Food and Drug Administration (FDA) granted emergency use permission for the Johnson & Johnson vaccine, and the U.S. Centers for Disease Control and Prevention recommended it be used in adults over the age of 18.</b>Distribution of vaccines is already underway, with the first vaccines administered in Ohio on Tuesday.</p><p>Merck's assistance was needed because<b>Johnson & Johnson is facing the problem of production bottlenecks.</b></p><p>Under the contract, Johnson & Johnson was supposed to deliver 12 million doses by the end of February, but when the vaccine was approved last Saturday, fewer than 4 million doses were ready to be shipped.</p><p>In addition, the originally expected delivery of 16 million doses by the end of March also appears unreachable, although the company now expects to be able to deliver the full 100 million doses it agreed to supply by the original mid-year deadline.</p><p>Johnson & Johnson said about 4 million doses are now ready for shipment \"immediately,\" and said 20 million should be ready by the end of March. Alex Gorsky, CEO and chairman of Johnson & Johnson, told CNN on Monday:</p><p>\"We already have extensive partnerships in the U.S., Europe and elsewhere in the world, and we are confident in our ability to deliver 20 million doses by the end of March and 100 million doses in the first half of the year. By the end of the year, that number will reach 1 billion doses.\"<b>But U.S. administration officials are clearly unhappy with the pace of Johnson & Johnson's production, and Biden hopes that bringing Merck on board can help meet the new goal for May.</b></p><p>This collaboration is unusual, with a greater focus on producing and distributing enough doses of the vaccine to get as many Americans vaccinated as possible.</p><p>Calling it \"an improvement,\" Biden also praised the partnership as a way to quickly advance the stagnant vaccine production of the moment, which he likened to the kind of business-to-business collaboration implemented during World War II.</p><p>Previously, Merck had been working on its own COVID-19 vaccine, but Merck stopped its research and development work at the end of January after early research showed that the immune response was inferior to that of natural infections and other COVID-19 vaccines.</p><p>A government official said it was expected that<b>Merck will dedicate two of its facilities to helping Johnson & Johnson produce vaccines,</b>Including enhancing the \"fill completion\" ability when the dose is placed in the vial, and increasing the effectiveness of the vaccine ingredients,<b>It's a rare partnership between the two rivals.</b></p><p>Johnson & Johnson said it expects the partnership with Merck to enhance its manufacturing capacity, allowing it to deliver doses beyond what it currently promises. A spokesman for Merck said in a statement on Tuesday that the company remains firmly committed to responding to the global COVID-19 pandemic and is prepared for the pandemic.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/details/71220\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/289adba835a8c183b70c8199ac68f148","relate_stocks":{},"source_url":"https://xnews.jin10.com/details/71220","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123971591","content_text":"美国抗疫计划要加速了，美国总统拜登周二宣布了两条重磅消息。\n\n美国总统拜登周二表示，美国到5月底将有足够提供给所有美国成年人的新冠疫苗，这比他之前定的目标提前了两个月，这也大概是拜登上任一百天的时候。\n为了实现这个新目标，拜登还宣布，将引用国防生产法，在获得美国生物医学高级研究与发展管理局（BARDA）提供的资金之后，让美国制药龙头公司默克调整现有生产设施，以帮助生产强生公司的新冠疫苗。\n但与此同时，拜登拒绝做出更乐观的预测。\n在被问及认为什么时候一切会恢复正常时，拜登称，自己被提醒不要回答这个问题，因为大家都不确定，但是他本人希望，明年这个时间之前，一切能恢复正常。\n他表示，美国仍然必须对疫情保持警惕，尽管抗击疫情的成果逐渐显现。他警告说，情况可能会继续恶化，因为病毒可能会变异传播，而且还存在着难以预测的风险，比如冬季天气阻碍疫苗分发。他说：\n\n “我们正在从接手的烂摊子中取得进展，并朝着正确的方向前进。今天宣布的成果是我们在为战胜疫情所作的努力中迈出的一大步。但我必须承认，这场战斗远没有结束。”\n\n拜登还呼吁各州优先让教师、学校工作人员和幼儿园工作人员接种疫苗，并再次强调让学生重返教室的承诺。拜登说，有30个州将优先让这类工作人员接种疫苗。他说：\n\n “让我们将面对面的学习视为一项必不可少的服务。”\n\n他补充说，他的目标是到3月底，每位老师或学校工作人员至少要接受第一剂疫苗。\n目前，全美各地的许多学生仍在继续进行远程学习，政府何时以及如何让教室重新开放仍然不得而知。一些教师工会已将接种疫苗作为恢复面对面教学的谈判条件之一。\n另外，日期的提前并不意味着所有美国人都能在5月31日之前注射疫苗。由于分配和人员的问题，可能需要更长的时间才能使得所有美国人都注射得上疫苗。\n拜登说，到5月底，美国将有足够的供所有成人接种的疫苗供应，但目前还不清楚何时每个人都能注射疫苗。\n不过，在美国主要制药商之间的合作下，数百万美国人有望更快地首次接种疫苗。默克公司已经在官网发布声明，确认了将协助生产强生疫苗的消息。\n与辉瑞和Moderna公司的两种新冠疫苗不同，强生的疫苗只需要注射一剂。上周六，美国食品药品监督管理局（FDA）在授予了强生疫苗的紧急使用许可，美国疾病控制与预防中心建议将其用于18岁以上的成年人。疫苗的分发已经在进行中，第一批疫苗已于周二在俄亥俄州接种。\n之所以需要默克协助，是因为强生正面临生产瓶颈的问题。\n根据合同，强生公司本应在2月底前交付1200万剂疫苗，但当疫苗在上周六获得批准时，准备发货的还不到400万剂。\n此外，原本预期的3月底交付1600万剂似乎也无法达成，尽管该公司目前预计，将能够在原定的年中截止日期前提供其同意供应的全部1亿剂。\n强生公司表示，目前大约有400万剂疫苗准备“立即”运送，并表示到3月底应该有2000万剂疫苗准备好。强生公司的首席执行官兼董事长亚Alex Gorsky周一在CNN上说：\n\n “我们已经在美国、欧洲和世界其他地方建立了广泛的合作伙伴关系，我们对在三月底之前提供2000万剂疫苗和在上半年提供1亿剂疫苗的能力充满信心。到今年年底，这一数字将达到10亿剂。”\n\n但美国政府官员显然对强生的生产速度不满意，拜登希望让默克的加入能够帮助实现5月的新目标。\n这种合作是不同寻常的，更注重生产和分配足够剂量的疫苗，以尽可能使更多的美国人接种。\n拜登称“这是一种进步”，他还赞扬这种伙伴关系是迅速推进当下停滞不前的疫苗生产的一种方式，他把这种合作比作二战期间实施的那种企业间的合作。\n此前，默克公司一直致力于研发自己的新冠疫苗，但在早期研究显示免疫反应不如自然感染和其他新冠疫苗后，默克于1月底停止了研发工作。\n一名政府官员表示，预计默克将把其两个设施专门用于帮助强生生产疫苗，包括当剂量放入小瓶时加强“灌装完成”能力，以及增加疫苗成分的有效性，这是两家竞争对手之间罕见的合作。\n强生表示，预计与默克的合作将增强其生产能力，使其能够提供超出目前承诺的剂量。默克发言人在周二的声明中说，该公司仍然坚定地致力于应对全球新冠疫情，并为应对疫情做好准备。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121763273,"gmtCreate":1624492829392,"gmtModify":1703838129029,"author":{"id":"3569501672151768","authorId":"3569501672151768","name":"婷婷012","avatar":"https://static.tigerbbs.com/be9adc9218f7a191061b5437c2c17d39","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569501672151768","authorIdStr":"3569501672151768"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121763273","repostId":"2145139750","repostType":4,"repost":{"id":"2145139750","kind":"news","pubTimestamp":1624472100,"share":"https://ttm.financial/m/news/2145139750?lang=en_US&edition=fundamental","pubTime":"2021-06-24 02:15","market":"sh","language":"zh","title":"Commentary: Bitcoin Death Cross Perhaps Just a Short Trap","url":"https://stock-news.laohu8.com/highlight/detail?id=2145139750","media":"新浪财经","summary":"彭博图表专家赵力表示，比特币的螺旋式下跌可能已经接近尾声。\n　　比特币本周短暂跌破3万美元大关，为2021年以来首次跌破该关口，并且几乎抹去了今年的所有涨幅。从4月份高点下跌超过50%之后，比特币的50日移动均线已经跌破200日移动均线，形成所谓死亡交叉的技术信号。\n　　自2010年以来，比特币已经有7次出现死亡交叉。平均而言，比特币在其后50天里回报率为34%，盈亏比率为5：2。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张玉洁 SF107","content":"<p>Li Zhao, a Bloomberg chart expert, said the downward spiral in Bitcoin may be nearing its end.</p><p>Bitcoin briefly fell below the $30,000 mark this week for the first time since 2021, and wiped out nearly all of its gains this year. After falling more than 50% from its April high, the 50-day moving average in Bitcoin has fallen below its 200-day moving average, forming a technical signal of the so-called death cross.</p><p>There have been seven death crosses in Bitcoin since 2010. On average, Bitcoin returns 34% over the next 50 days, with a profit-loss ratio of 5:2.</p>","source":"sina","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>Commentary: Bitcoin Death Cross Perhaps Just a Short Trap</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\">\nCommentary: Bitcoin Death Cross Perhaps Just a Short Trap\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-06-24 02:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Li Zhao, a Bloomberg chart expert, said the downward spiral in Bitcoin may be nearing its end.</p><p>Bitcoin briefly fell below the $30,000 mark this week for the first time since 2021, and wiped out nearly all of its gains this year. After falling more than 50% from its April high, the 50-day moving average in Bitcoin has fallen below its 200-day moving average, forming a technical signal of the so-called death cross.</p><p>There have been seven death crosses in Bitcoin since 2010. On average, Bitcoin returns 34% over the next 50 days, with a profit-loss ratio of 5:2.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-06-24/doc-ikqcfnca2843806.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b73a4391d6b8bf3291eb4d137bd1dfc3","relate_stocks":{"EBON":"亿邦国际","CAN":"嘉楠科技"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-06-24/doc-ikqcfnca2843806.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2145139750","content_text":"彭博图表专家赵力表示，比特币的螺旋式下跌可能已经接近尾声。\n比特币本周短暂跌破3万美元大关，为2021年以来首次跌破该关口，并且几乎抹去了今年的所有涨幅。从4月份高点下跌超过50%之后，比特币的50日移动均线已经跌破200日移动均线，形成所谓死亡交叉的技术信号。\n自2010年以来，比特币已经有7次出现死亡交叉。平均而言，比特币在其后50天里回报率为34%，盈亏比率为5：2。","news_type":1,"symbols_score_info":{"CAN":0.9,"BTCmain":0.9,"XBTmain":0.9,"EBON":0.9}},"isVote":1,"tweetType":1,"viewCount":3453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371488211,"gmtCreate":1618965721833,"gmtModify":1704717554781,"author":{"id":"3569501672151768","authorId":"3569501672151768","name":"婷婷012","avatar":"https://static.tigerbbs.com/be9adc9218f7a191061b5437c2c17d39","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569501672151768","authorIdStr":"3569501672151768"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371488211","repostId":"1115044994","repostType":4,"repost":{"id":"1115044994","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":1618960116,"share":"https://ttm.financial/m/news/1115044994?lang=en_US&edition=fundamental","pubTime":"2021-04-21 07:08","market":"us","language":"zh","title":"Netflix's first-quarter subscription growth was far worse than expected, and it plunged 10% after hours","url":"https://stock-news.laohu8.com/highlight/detail?id=1115044994","media":"老虎资讯综合","summary":"4月21日消息，流媒体巨头奈飞$(NFLX)$在美股收盘后公布了2021年一季度财报。奈飞今年一季度的盈利和收入都高于市场预期，但用户增长大幅下滑，下降的幅度远超预期。盘后奈飞股价跳水，跌幅迅速超过1","content":"<p>April 21 news, streaming giant Netflix<a href=\"https://laohu8.com/S/NFLX\">$ (NFLX) $</a>It announced its first-quarter 2021 earnings after the U.S. stock market closed. Netflix's earnings and revenue in the first quarter of this year were higher than market expectations, but user growth dropped sharply, and the decline was far more than expected. After the market, Netflix's share price plunged, falling quickly by more than 10%, and the decline once reached 13%. If Wednesday's close also maintains a decline of about 10%, it will be the largest one-day decline on the day after Netflix's quarterly financial report was announced since the second quarter of 2019.<img src=\"https://static.tigerbbs.com/ca1815a808a8d054f8ac0d1412d52e82\" tg-width=\"682\" tg-height=\"549\" referrerpolicy=\"no-referrer\">After the U.S. stock market closed on Tuesday, Eastern Time, Netflix announced that its diluted earnings per share (EPS) in the first quarter was $3.75, a year-on-year increase of 139%, higher than the market expectation of $2.98; Revenue for the quarter rose 24% year-over-year to a record $7.16 billion, compared with market expectations of $7.14 billion.</p><p>But<b>In the first quarter, Netflix's global paying subscribers only increased by 3.98 million, nearly 37% lower than the market expectation of 6.29 million, and nearly 75% lower than the net increase in paying subscribers in the first quarter of last year</b>The market expects a year-on-year decrease of approximately 60% in net users.<img src=\"https://static.tigerbbs.com/2fd9f7ade3c94755b8f9ac4b2fb2d450\" tg-width=\"829\" tg-height=\"427\" referrerpolicy=\"no-referrer\">In terms of performance guidance,<b>Netflix expects to add 1 million new paying users in the second quarter, far less than the net increase of 10.06 million in the second quarter of last year</b>，<b>It is also far below the market expectation of a net increase of 4.44 million</b>； It is expected to have EPS of $3.16 in the second quarter, which is higher than market expectations of $2.67.<img src=\"https://static.tigerbbs.com/9c605b154dca9361204e6a67cf794fd4\" tg-width=\"864\" tg-height=\"395\" referrerpolicy=\"no-referrer\">Some commentators pointed out that Netflix's operating profit margin in the first quarter exceeded 27.3%, which was at a historically high level, but this was mainly due to the decrease in expenditure on producing content in the quarter.</p><p>Subscriber Growth Exceptionally Weak Netflix Blames Base Effect and Pandemic Affecting Content Production</p><p>Internet companies like Netflix have been beneficiaries of a surge in consumer indoor spending after the COVID-19 pandemic forced stay-at-home bans in many places last year. Wall Street institutions had previously predicted that Netflix's user growth would slow down significantly with the resumption of work in various places. The latest data released by Netflix is obviously worse than the market expected.</p><p>By region, Netflix's net increase in streaming media paying users in the United States and Canada (UCAN) in the first quarter was nearly 450,000, a year-on-year decrease of 81% compared with the first quarter of last year, and the market expects a net increase of 571,000; Europe, the Middle East and Africa (EMEA) has a net increase of 1.81 million paid users, a year-on-year decrease of 74%, and the market expects a net increase of 2.88 million; Latin America (LATAM) has a net increase of 360,000 paid users, a net increase of 88% year-on-year, and the market expects a net increase of 1.06 million; The Asia Pacific region (APAC) has a net increase of 1.36 million users, a year-on-year decrease of 62%, and the market expects a net increase of 1.72 million.</p><p>Netflix said in its letter to shareholders that last year's unprecedented COVID-19 epidemic brought the company unprecedented user growth and record operating income in the first quarter of this year, but at the same time, it dragged down this year's year-on-year growth.</p><p>Netflix believes that the slowdown in the growth of paid users stems from the fact that last year's COVID-19 epidemic vigorously promoted the growth of users at that time, and because last year's epidemic delayed the content output, the new content in the first half of this year seemed light. Netflix does not believe that fierce competition from peers such as Disney, Apple TV, and Amazon Prime has a material impact on its first-quarter results.</p><p>In The letter, Netflix said that last year's epidemic delayed content production, so this year's content will be more concentrated in The second half of The year, and a large number of film and television dramas will return in The second half of The year, such as The new season of \"Sex Education\", \"The Witcher\", \"La Casa de Papel\" and The original film \"The Kissing Booth\" 3, \"Red Notice\" starring Gal Gadot, \"Don't Look Up\" starring Leonardo DiCaprio, Cate Blanchett and other stars. Netflix expects that paying subscribers will pick up growth again in the second half of the year.</p><p>In the analysts' conference call after the earnings report, Netflix also put subscribers lower than expected COVID-19 epidemic impact, and said that the opening and closure of cinemas caused by the epidemic did not affect the company's growth. At present, the number of subscribers has little fluctuation, and there is no evidence that competition in the industry has hurt growth. Netflix believes that the audience surge during the pandemic is probably over.</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>Netflix's first-quarter subscription growth was far worse than expected, and it plunged 10% after hours</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\">\nNetflix's first-quarter subscription growth was far worse than expected, and it plunged 10% after hours\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 07:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>April 21 news, streaming giant Netflix<a href=\"https://laohu8.com/S/NFLX\">$ (NFLX) $</a>It announced its first-quarter 2021 earnings after the U.S. stock market closed. Netflix's earnings and revenue in the first quarter of this year were higher than market expectations, but user growth dropped sharply, and the decline was far more than expected. After the market, Netflix's share price plunged, falling quickly by more than 10%, and the decline once reached 13%. If Wednesday's close also maintains a decline of about 10%, it will be the largest one-day decline on the day after Netflix's quarterly financial report was announced since the second quarter of 2019.<img src=\"https://static.tigerbbs.com/ca1815a808a8d054f8ac0d1412d52e82\" tg-width=\"682\" tg-height=\"549\" referrerpolicy=\"no-referrer\">After the U.S. stock market closed on Tuesday, Eastern Time, Netflix announced that its diluted earnings per share (EPS) in the first quarter was $3.75, a year-on-year increase of 139%, higher than the market expectation of $2.98; Revenue for the quarter rose 24% year-over-year to a record $7.16 billion, compared with market expectations of $7.14 billion.</p><p>But<b>In the first quarter, Netflix's global paying subscribers only increased by 3.98 million, nearly 37% lower than the market expectation of 6.29 million, and nearly 75% lower than the net increase in paying subscribers in the first quarter of last year</b>The market expects a year-on-year decrease of approximately 60% in net users.<img src=\"https://static.tigerbbs.com/2fd9f7ade3c94755b8f9ac4b2fb2d450\" tg-width=\"829\" tg-height=\"427\" referrerpolicy=\"no-referrer\">In terms of performance guidance,<b>Netflix expects to add 1 million new paying users in the second quarter, far less than the net increase of 10.06 million in the second quarter of last year</b>，<b>It is also far below the market expectation of a net increase of 4.44 million</b>； It is expected to have EPS of $3.16 in the second quarter, which is higher than market expectations of $2.67.<img src=\"https://static.tigerbbs.com/9c605b154dca9361204e6a67cf794fd4\" tg-width=\"864\" tg-height=\"395\" referrerpolicy=\"no-referrer\">Some commentators pointed out that Netflix's operating profit margin in the first quarter exceeded 27.3%, which was at a historically high level, but this was mainly due to the decrease in expenditure on producing content in the quarter.</p><p>Subscriber Growth Exceptionally Weak Netflix Blames Base Effect and Pandemic Affecting Content Production</p><p>Internet companies like Netflix have been beneficiaries of a surge in consumer indoor spending after the COVID-19 pandemic forced stay-at-home bans in many places last year. Wall Street institutions had previously predicted that Netflix's user growth would slow down significantly with the resumption of work in various places. The latest data released by Netflix is obviously worse than the market expected.</p><p>By region, Netflix's net increase in streaming media paying users in the United States and Canada (UCAN) in the first quarter was nearly 450,000, a year-on-year decrease of 81% compared with the first quarter of last year, and the market expects a net increase of 571,000; Europe, the Middle East and Africa (EMEA) has a net increase of 1.81 million paid users, a year-on-year decrease of 74%, and the market expects a net increase of 2.88 million; Latin America (LATAM) has a net increase of 360,000 paid users, a net increase of 88% year-on-year, and the market expects a net increase of 1.06 million; The Asia Pacific region (APAC) has a net increase of 1.36 million users, a year-on-year decrease of 62%, and the market expects a net increase of 1.72 million.</p><p>Netflix said in its letter to shareholders that last year's unprecedented COVID-19 epidemic brought the company unprecedented user growth and record operating income in the first quarter of this year, but at the same time, it dragged down this year's year-on-year growth.</p><p>Netflix believes that the slowdown in the growth of paid users stems from the fact that last year's COVID-19 epidemic vigorously promoted the growth of users at that time, and because last year's epidemic delayed the content output, the new content in the first half of this year seemed light. Netflix does not believe that fierce competition from peers such as Disney, Apple TV, and Amazon Prime has a material impact on its first-quarter results.</p><p>In The letter, Netflix said that last year's epidemic delayed content production, so this year's content will be more concentrated in The second half of The year, and a large number of film and television dramas will return in The second half of The year, such as The new season of \"Sex Education\", \"The Witcher\", \"La Casa de Papel\" and The original film \"The Kissing Booth\" 3, \"Red Notice\" starring Gal Gadot, \"Don't Look Up\" starring Leonardo DiCaprio, Cate Blanchett and other stars. Netflix expects that paying subscribers will pick up growth again in the second half of the year.</p><p>In the analysts' conference call after the earnings report, Netflix also put subscribers lower than expected COVID-19 epidemic impact, and said that the opening and closure of cinemas caused by the epidemic did not affect the company's growth. At present, the number of subscribers has little fluctuation, and there is no evidence that competition in the industry has hurt growth. Netflix believes that the audience surge during the pandemic is probably over.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5e2ff7a61ae294adb3f9ea5ded0b1544","relate_stocks":{"NFLX":"奈飞"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115044994","content_text":"4月21日消息，流媒体巨头奈飞$(NFLX)$在美股收盘后公布了2021年一季度财报。奈飞今年一季度的盈利和收入都高于市场预期，但用户增长大幅下滑，下降的幅度远超预期。盘后奈飞股价跳水，跌幅迅速超过10%，跌幅一度达到13%。如果周三收盘也保持10%左右的跌幅，将是2019年二季度以来奈飞季度财报公布次日的最大单日跌幅。美东时间本周二美股盘后，奈飞公布一季度稀释后每股收益（EPS）为3.75美元，同比增长139%，高于市场预期的2.98美元；当季营收同比增长24%，增至创纪录的71.6亿美元，市场预期71.4亿美元。但一季度奈飞的全球付费用户仅净增加398万，比市场预期增幅629万低近37%，较去年一季度的净增付费用户同比减少将近75%，市场预期净增用户的同比降幅约为60%。在业绩指引方面，奈飞预计，二季度新增付费用户100万，远不及去年二季度的净增1006万，也远低于市场预期的净增444万；预计二季度EPS 3.16美元，高于市场预期2.67美元。有评论指出，奈飞一季度的营业利润率超过27.3%处于历史高位，但这主要源于当季制作内容方面的支出减少。用户增长格外疲软 奈飞归咎于基数效应和疫情影响内容生产去年新冠疫情迫使多地出台居家禁足令，奈飞这样的互联网公司成为消费者室内支出猛增的受益者。华尔街机构此前预计到，随着各地复工，奈飞的用户增长会明显放缓。而奈飞最新公布的数据显然比市场预料的还差。分地区看，奈飞一季度在美国和加拿大地区（UCAN）的流媒体净增付费用户将近45万，较去年一季度净增用户同比减少81%，市场预期净增57.1万；欧洲、中东和非洲地区（EMEA）净增付费用户181万，净增用户同比减少74%，市场预期净增288万；拉丁美洲（LATAM）净增付费用户36万，净增用户同比减少88%，市场预期净增106万；亚太地区（APAC）净增用户136万，同比减少62%，市场预期净增172万。奈飞此次在致股东信中称，去年史无前例的新冠疫情给公司带来了史无前例的用户增长，以及今年一季度创纪录的营业收入，但同时拖累了今年的同比增长。奈飞相信，付费用户增长放缓源于去年新冠疫情爆大力推动当时用户增长，并且因为去年的疫情推迟了内容产出，所以今年上半年的新增内容显得较清淡。奈飞并不认为迪士尼、苹果电视、亚马逊Prime等同行的激烈竞争对一季度业绩有实质影响。信中奈飞称，去年的疫情导致内容制作推迟，因此今年的内容将更集中在下半年推出，下半年将有大批影视剧作回归，比如新一季的《性爱自修室》（Sex Education）、《猎魔人》（The Witcher）、《纸钞屋》（La Casa de Papel）以及原创电影《亲吻亭》（The Kissing Booth）3、盖尔·加朵等主演的《红色通缉令》（Red Notice）、莱昂纳多·迪卡普里奥、凯特·布兰切特等明星主演的《不要抬头》（Don’t Look Up）。奈飞预计，下半年付费用户将重新加快增长。在财报公布后的分析师电话会议上，奈飞也将订阅用户低于预期新冠肺炎疫情影响，并表示，疫情所引发的院线开业和停业并没有影响到该公司的增长，订阅用户数当前几无波动，没有证据表明业内竞争伤害到增长。奈飞认为，疫情期间的观众激增现象恐怕已经结束。","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":3089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345700464,"gmtCreate":1618344406058,"gmtModify":1704709403188,"author":{"id":"3569501672151768","authorId":"3569501672151768","name":"婷婷012","avatar":"https://static.tigerbbs.com/be9adc9218f7a191061b5437c2c17d39","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569501672151768","authorIdStr":"3569501672151768"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345700464","repostId":"1127076723","repostType":4,"repost":{"id":"1127076723","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":1618325142,"share":"https://ttm.financial/m/news/1127076723?lang=en_US&edition=fundamental","pubTime":"2021-04-13 22:45","market":"us","language":"zh","title":"Tesla rose more than 5% in intraday sessions, and its market value returned to $700 billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1127076723","media":"老虎资讯综合","summary":"周二，特斯拉盘中涨超5%，市值重回7000亿美元关口。近日，由于看好特斯拉在电池和储能技术方面的领先地位，投行加通贝祥（Canaccord Genuity）的分析师杰德•多谢默（Jed Dorshei","content":"<p>On Tuesday,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It rose by more than 5% in the intraday session, and the market value returned to the $700 billion mark.</p><p><img src=\"https://static.tigerbbs.com/0a1c082017018cf1f845d5dcb207cfe1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>Recently, Jed Dorsheimer, an analyst at investment bank Canaccord Genuity, has joined the bullish camp on Wall Street because he is optimistic about Tesla's leading position in battery and energy storage technology, believing that the electric car maker's share price will exceed $1,000.</p><p>Duo Xie Mo upgraded Tesla from \"hold\" to \"buy\" on Monday (April 12) and significantly raised the stock's price target by nearly 150% to $1,071 from the previous $419, which is more than 50% upside from Tesla's current level.</p><p>In addition, investment banks including Oppenheimer, Piper Sandler and Wedbush have set Tesla price targets of $1,000 or more.</p><p>Tesla is scheduled to report its first-quarter 2021 earnings results on April 26. According to Refinitiv data, analysts on average expected the company's first-quarter revenue to rise 70% year-on-year to $10.2 billion, and net profit to $504 million, up from $16 million in the same period last year.</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>Tesla rose more than 5% in intraday sessions, and its market value returned to $700 billion</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\">\nTesla rose more than 5% in intraday sessions, and its market value returned to $700 billion\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\">2021-04-13 22:45</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On Tuesday,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It rose by more than 5% in the intraday session, and the market value returned to the $700 billion mark.</p><p><img src=\"https://static.tigerbbs.com/0a1c082017018cf1f845d5dcb207cfe1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>Recently, Jed Dorsheimer, an analyst at investment bank Canaccord Genuity, has joined the bullish camp on Wall Street because he is optimistic about Tesla's leading position in battery and energy storage technology, believing that the electric car maker's share price will exceed $1,000.</p><p>Duo Xie Mo upgraded Tesla from \"hold\" to \"buy\" on Monday (April 12) and significantly raised the stock's price target by nearly 150% to $1,071 from the previous $419, which is more than 50% upside from Tesla's current level.</p><p>In addition, investment banks including Oppenheimer, Piper Sandler and Wedbush have set Tesla price targets of $1,000 or more.</p><p>Tesla is scheduled to report its first-quarter 2021 earnings results on April 26. According to Refinitiv data, analysts on average expected the company's first-quarter revenue to rise 70% year-on-year to $10.2 billion, and net profit to $504 million, up from $16 million in the same period last year.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2ba18e4c173130d8ec828f5035d30189","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127076723","content_text":"周二，特斯拉盘中涨超5%，市值重回7000亿美元关口。近日，由于看好特斯拉在电池和储能技术方面的领先地位，投行加通贝祥（Canaccord Genuity）的分析师杰德•多谢默（Jed Dorsheimer）加入了华尔街看多阵营，认为该电动汽车制造商的股价将突破1000美元。多谢默周一 （4月12 日）将特斯拉评级从“持有”上调至“买入”，并将该股目标价从此前的419美元大幅提升近150%至1071美元，较特斯拉当前水平还逾50%的上涨空间。此外，包括奥本海默（Oppenheimer）、派杰（Piper Sandler）和韦德布什（Wedbush）在内的投行均把特斯拉目标价设在1000美元或以上。特斯拉定于4月26日公布2021年第一季度财报。根据Refinitiv的数据，分析师平均预期，该公司一季度营收将同比增70%至102亿美元，净利5.04亿美元，高于去年同期的1600万美元。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354506740,"gmtCreate":1617183991980,"gmtModify":1704696915270,"author":{"id":"3569501672151768","authorId":"3569501672151768","name":"婷婷012","avatar":"https://static.tigerbbs.com/be9adc9218f7a191061b5437c2c17d39","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569501672151768","authorIdStr":"3569501672151768"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354506740","repostId":"1185840581","repostType":4,"isVote":1,"tweetType":1,"viewCount":2625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346562156,"gmtCreate":1618072250675,"gmtModify":1704706468811,"author":{"id":"3569501672151768","authorId":"3569501672151768","name":"婷婷012","avatar":"https://static.tigerbbs.com/be9adc9218f7a191061b5437c2c17d39","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569501672151768","authorIdStr":"3569501672151768"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346562156","repostId":"2126006034","repostType":4,"repost":{"id":"2126006034","kind":"highlight","weMediaInfo":{"introduction":"美股研究社，一个专注研究美股的平台，专业的美股投资人都在这。想了解美国股市行情、美股开户、美股资讯、美股公司；想获得一手美股重磅信息；想加入美股交流社群，敬请关注我们吧。","home_visible":0,"media_name":"美股研究社","id":"1074069735","head_image":"https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6"},"pubTimestamp":1618049504,"share":"https://ttm.financial/m/news/2126006034?lang=en_US&edition=fundamental","pubTime":"2021-04-10 18:11","market":"us","language":"zh","title":"Among the three favorite stocks of \"Sister Wood\", who is most worthy of investors to \"Call\"?","url":"https://stock-news.laohu8.com/highlight/detail?id=2126006034","media":"美股研究社","summary":"下面是三支遭受重创的Cathie Wood股票，它们是目前特别值得买入的股票。","content":"<p>Even the best investors go through tough times. That's the case with Cathie Wood, founder and CEO of Ark Investments. Shares in the five largest exchange-traded funds (ETFs) managed by Wood are well below their highs earlier this year.</p><p>However, the stock market pullback presents a huge opportunity for other investors to buy into shares of the best companies owned by the ARK ETF. Here are three hard-hit Cathie Wood stocks that are particularly buys right now.</p><p><b>Sea Limite (SE.US)</b></p><p>Sea Limited's<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>Ranked fifth in. It is the 10th largest position in the ARK Next Generation Internet ETF. The company's shares have dropped more than 12% from a high reached in February.</p><p>Of course, the company announced a big fourth-quarter loss in early March. However, the stock's decline has more to do with investors pulling out of growth stocks than with Sea's underlying business. Actually, the company's business is booming.</p><p>Sea's digital entertainment division is making a fortune from the success of Free Fire, the highest-revenue mobile game in Latin America and Southeast Asia for six consecutive quarters. The business is essentially subsidizing the company's loss-making division, which is focused on digital finance and e-commerce.</p><p>However, I think the long-term outlook for Sea is very positive for all three businesses. Free Fire remains a global mobile gaming giant. Sea's Shopee e-commerce platform leads markets such as Southeast Asia, Indonesia, and continues to deliver strong revenue growth. The company's SeaMoney mobile wallet is also accelerating.</p><p>I expect Sea's bottom line to improve, and I expect its share price to bounce back well.</p><p><b>Square (SQ.US)</b></p><p>Wood's favorite stock is Square (NYSE:SQ). The stock is<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>The largest holding and the second largest position in the ARK Innovation ETF and ARK Next Generation Internet ETF. But Square's stock is down 11% from its February high.</p><p>As in the case of Sea Limited, Square's pullback was primarily the result of a market rotation. Although the company's seller ecosystem was negatively impacted by the COVID-19 pandemic, there were signs of improvement in the fourth quarter. The increased supply of vaccines bodes well for stronger performance for the rest of 2021.</p><p>Square's cash app digital wallet, meanwhile, remains a huge growth story for the company. In the fourth quarter of this year, cash app gross profit soared 162% year over year. Square should be able to achieve even greater growth by driving the use of related products and services, such as cash and debit cards.</p><p>In March, the company achieved a major milestone as Square's financial services division began banking. Under the protection of a federally chartered bank, Square will be able to provide more financial services to its commercial customers. The fintech giant is likely to expand its banking services over time.</p><p>In many ways, Square's efforts to disrupt the financial services industry are just getting started. Its share price has plenty of upside.</p><p><b>Teladoc Health (TDOC.US)</b></p><p>In<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>Among the most owned companies, Teladoc Health is second only to Square in terms of ownership. The virtual care industry leader is the fourth largest holding in the ARK Next Generation Internet ETF and ranks first in the ARK Genomic Revolution ETF. As much as Wood likes Teladoc's stock, its stock has fallen nearly 40% from its February high.</p><p>Institutional investors moving money away from growth stocks is one reason Teladoc's underperformance. However, the company also expects revenue growth to slow in the fourth quarter of 2021. In addition,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Announced plans to enter the telemedicine market this summer.</p><p>To all of this, my answer is simply looking at the long-term prospects of Teladoc. Virtual healthcare is still in its early stages. McKinsey Consulting forecasts that the U.S. virtual health market will reach $250 billion a year after the pandemic ends. Teladoc opportunities aren't just limited to the United States, either.</p><p>I think, without a doubt, this is a large enough market to support multiple winners. Teladoc's leadership, market share (currently accounting for more than 40% of Fortune 500 customers), and range of products and services give the company a solid competitive edge.</p><p>In 2020, with an unprecedented surge in telemedicine demand due to the pandemic, it's entirely understandable that revenue growth will slow somewhat. While in the long run, Teladoc should be able to continue to grow strongly.</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>Among the three favorite stocks of \"Sister Wood\", who is most worthy of investors to \"Call\"?</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\">\nAmong the three favorite stocks of \"Sister Wood\", who is most worthy of investors to \"Call\"?\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股研究社 </p>\n<p class=\"h-time smaller\">2021-04-10 18:11</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Even the best investors go through tough times. That's the case with Cathie Wood, founder and CEO of Ark Investments. Shares in the five largest exchange-traded funds (ETFs) managed by Wood are well below their highs earlier this year.</p><p>However, the stock market pullback presents a huge opportunity for other investors to buy into shares of the best companies owned by the ARK ETF. Here are three hard-hit Cathie Wood stocks that are particularly buys right now.</p><p><b>Sea Limite (SE.US)</b></p><p>Sea Limited's<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>Ranked fifth in. It is the 10th largest position in the ARK Next Generation Internet ETF. The company's shares have dropped more than 12% from a high reached in February.</p><p>Of course, the company announced a big fourth-quarter loss in early March. However, the stock's decline has more to do with investors pulling out of growth stocks than with Sea's underlying business. Actually, the company's business is booming.</p><p>Sea's digital entertainment division is making a fortune from the success of Free Fire, the highest-revenue mobile game in Latin America and Southeast Asia for six consecutive quarters. The business is essentially subsidizing the company's loss-making division, which is focused on digital finance and e-commerce.</p><p>However, I think the long-term outlook for Sea is very positive for all three businesses. Free Fire remains a global mobile gaming giant. Sea's Shopee e-commerce platform leads markets such as Southeast Asia, Indonesia, and continues to deliver strong revenue growth. The company's SeaMoney mobile wallet is also accelerating.</p><p>I expect Sea's bottom line to improve, and I expect its share price to bounce back well.</p><p><b>Square (SQ.US)</b></p><p>Wood's favorite stock is Square (NYSE:SQ). The stock is<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>The largest holding and the second largest position in the ARK Innovation ETF and ARK Next Generation Internet ETF. But Square's stock is down 11% from its February high.</p><p>As in the case of Sea Limited, Square's pullback was primarily the result of a market rotation. Although the company's seller ecosystem was negatively impacted by the COVID-19 pandemic, there were signs of improvement in the fourth quarter. The increased supply of vaccines bodes well for stronger performance for the rest of 2021.</p><p>Square's cash app digital wallet, meanwhile, remains a huge growth story for the company. In the fourth quarter of this year, cash app gross profit soared 162% year over year. Square should be able to achieve even greater growth by driving the use of related products and services, such as cash and debit cards.</p><p>In March, the company achieved a major milestone as Square's financial services division began banking. Under the protection of a federally chartered bank, Square will be able to provide more financial services to its commercial customers. The fintech giant is likely to expand its banking services over time.</p><p>In many ways, Square's efforts to disrupt the financial services industry are just getting started. Its share price has plenty of upside.</p><p><b>Teladoc Health (TDOC.US)</b></p><p>In<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>Among the most owned companies, Teladoc Health is second only to Square in terms of ownership. The virtual care industry leader is the fourth largest holding in the ARK Next Generation Internet ETF and ranks first in the ARK Genomic Revolution ETF. As much as Wood likes Teladoc's stock, its stock has fallen nearly 40% from its February high.</p><p>Institutional investors moving money away from growth stocks is one reason Teladoc's underperformance. However, the company also expects revenue growth to slow in the fourth quarter of 2021. In addition,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Announced plans to enter the telemedicine market this summer.</p><p>To all of this, my answer is simply looking at the long-term prospects of Teladoc. Virtual healthcare is still in its early stages. McKinsey Consulting forecasts that the U.S. virtual health market will reach $250 billion a year after the pandemic ends. Teladoc opportunities aren't just limited to the United States, either.</p><p>I think, without a doubt, this is a large enough market to support multiple winners. Teladoc's leadership, market share (currently accounting for more than 40% of Fortune 500 customers), and range of products and services give the company a solid competitive edge.</p><p>In 2020, with an unprecedented surge in telemedicine demand due to the pandemic, it's entirely understandable that revenue growth will slow somewhat. While in the long run, Teladoc should be able to continue to grow strongly.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://gimg2.baidu.com/image_search/src=http%3A%2F%2Finews.gtimg.com%2Fnewsapp_bt%2F0%2F13178222039%2F641&refer=http%3A%2F%2Finews.gtimg.com&app=2002&size=f9999,10000&q=a80&n=0&g=0n&fmt=jpeg?sec=1619929481&t=d215d79061ca1426fcf3fc9ef6561e9f","relate_stocks":{"SE":"Sea Ltd","TDOC":"Teladoc Health Inc.","ARKK":"ARK Innovation ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126006034","content_text":"即使是最好的投资者也会经历艰难时期。方舟投资公司创始人兼首席执行官Cathie  Wood就是这样。Wood管理的五大交易所交易基金(ETFs)的股价远低于今年早些时候的高点。然而，股市回调为其他投资者提供了巨大的机会，让他们可以买进方舟ETF所拥有的最好公司的股票。下面是三支遭受重创的Cathie  Wood股票，它们是目前特别值得买入的股票。Sea Limite（SE.US）Sea Limited 在Wood的ARK Fintech Innovation ETF中排名第五。它是ARK Next  Generation Internet ETF的第10大持仓。该公司股价已较2月份创下的高点下跌逾12%。当然，该公司在3月初宣布了第四季度的大幅亏损。然而，该股的下跌更多地与投资者从成长型股票中撤出有关，而不是与Sea的基础业务有关。实际上，公司的业务正在蓬勃发展。Sea的数字娱乐部门正从《Free Fire》的成功中赚得盆满钵满，《Free  Fire》是拉丁美洲和东南亚连续6个季度营收最高的手机游戏。这项业务实质上是在补贴该公司专注于数字金融和电子商务的亏损部门。然而，我认为Sea的长期前景对这三项企业都非常有利。Free  Fire仍然是全球手机游戏巨头。Sea的Shopee电子商务平台在东南亚、印度尼西亚等市场处于领先地位，并持续实现强劲的收入增长。该公司的SeaMoney移动钱包也在加速发展。我希望Sea的底线会有所改善，并且我希望它的股价能很好地反弹。Square（SQ.US）Wood最喜欢的股票莫过于Square(NYSE:SQ)。该股是ARK Fintech Innovation ETF持有的最大股票，也是ARK  Innovation ETF和ARK Next Generation Internet  ETF的第二大头寸。但Square的股价较2月份的高点下跌了11%。与Sea  Limited的情况一样，Square的回调主要是市场轮转的结果。尽管该公司的卖家生态系统受到了COVID-19大流行的负面影响，但第四季度出现了改善的迹象。疫苗供应的增加预示着2021年剩余时间的表现将更加强劲。与此同时，Square的现金应用数字钱包仍然是该公司的一个巨大增长故事。今年第四季度，现金应用毛利润同比飙升162%。通过推动相关产品和服务(如现金卡和借记卡)的使用，Square应该能够实现更大的增长。今年3月，随着Square金融服务部门开始银行业务，该公司实现了一个重要的里程碑。在联邦特许银行的保护下，Square将能够为其商业客户提供更多的金融服务。随着时间的推移，这家金融科技巨头可能会扩大其银行服务。从很多方面来看，Square在颠覆金融服务业方面的努力才刚刚起步。它的股价还有很大的上涨空间。Teladoc Health（TDOC.US）在ARK Innovation ETF持股最多的公司中，Teladoc  Health的持股量仅次于Square。这家虚拟护理行业的领军企业是ARK Next Generation Internet  ETF的第四大持仓，在ARK Genomic Revolution  ETF位列第一。尽管Wood很喜欢Teladoc的股票，但其股价已从2月份的高点下跌了近40%。机构投资者将资金从成长型股票上转移，是Teladoc表现不佳的一个原因。然而，该公司也预计2021年第四季度的收入增长将放缓。此外，亚马逊宣布计划于今年夏天进军远程医疗市场。对于这一切，我的回答只是着眼于Teladoc的长期前景。虚拟医疗仍处于早期阶段。McKinsey咨询公司预测，疫情结束后，美国虚拟医疗市场每年将达到2500亿美元。Teladoc的机会也不仅仅局限于美国。我认为，毫无疑问，这是一个足够大的市场，足以支持多个赢家。Teladoc的领先优势、市场占有率(目前其客户占《财富》500强企业的40%以上)，以及产品和服务的范围，使公司具有坚实的竞争优势。2020年，由于大流行，远程医疗需求前所未有地激增，收入增长将有所放缓，这是完全可以理解的。而从长远来看，Teladoc应该能够持续强劲增长。","news_type":1,"symbols_score_info":{"TDOC":0.9,"SQ":0.9,"SE":0.9,"ARKK":0.9}},"isVote":1,"tweetType":1,"viewCount":3375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341041167,"gmtCreate":1617764880359,"gmtModify":1704702830585,"author":{"id":"3569501672151768","authorId":"3569501672151768","name":"婷婷012","avatar":"https://static.tigerbbs.com/be9adc9218f7a191061b5437c2c17d39","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569501672151768","authorIdStr":"3569501672151768"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341041167","repostId":"1160455618","repostType":4,"repost":{"id":"1160455618","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":1617761740,"share":"https://ttm.financial/m/news/1160455618?lang=en_US&edition=fundamental","pubTime":"2021-04-07 10:15","market":"us","language":"zh","title":"Nio CEO Li Bin: At present, there is also pressure on the production capacity of 7,500 units per month","url":"https://stock-news.laohu8.com/highlight/detail?id=1160455618","media":"老虎资讯综合","summary":"4月7日，在蔚来汽车第10万辆量产车下线活动的专访环节，蔚来汽车创始人、董事长李斌表示，江淮蔚来的产能现在每天400台，按每月25个工作日计算，月产能可达到10000台，但受供应链（芯片和电池）影响，现在每月7500台的产能也有压力。李斌预测，芯片短缺情况三季度会有所缓解；100度电池包产能预计6、7月会有缓解。\n\n李斌表示：今年一季度毛利率预期和之前指引相比变化不大。\n\n李斌称NIO品牌自身不会进入大众市场。如果进入大众市场，会使用全新独立品牌。同时，李斌透露，与江淮汽车合资成立的江来制造并非为了打造新品牌，而是将现有的合作模式用新机制加以固化，更加便于供应链的管理。","content":"<p>On April 7th, in an exclusive interview with the offline activity of the 100,000th mass-produced vehicle of Nio Automobile, Li Bin, founder and chairman of Nio Automobile, said that the production capacity of JAC Nio is now 400 units per day, and the monthly production capacity can reach 10,000 units based on 25 working days per month. However, due to the influence of the supply chain (chips and batteries), the production capacity of 7,500 units per month is also under pressure. Li Bin predicts that the chip shortage will ease in the third quarter; The production capacity of 100-degree battery packs is expected to ease in June and July.</p><p>Li Bin said: The gross profit margin expectation for the first quarter of this year has not changed much compared with the previous guidance.</p><p>Li Bin said that the NIO brand itself will not enter the mass market. If it enters the mass market, it will use a brand new independent brand. At the same time, Li Bin revealed that Jianglai Manufacturing, a joint venture with Jianghuai Automobile, is not to build a new brand, but to solidify the existing cooperation mode with a new mechanism, which is more convenient for supply chain management.<img src=\"https://static.tigerbbs.com/07cc8ef424bea960e8bb2408ab655270\" tg-width=\"840\" tg-height=\"470\" 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>Nio CEO Li Bin: At present, there is also pressure on the production capacity of 7,500 units per month</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\">\nNio CEO Li Bin: At present, there is also pressure on the production capacity of 7,500 units per month\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\">2021-04-07 10:15</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On April 7th, in an exclusive interview with the offline activity of the 100,000th mass-produced vehicle of Nio Automobile, Li Bin, founder and chairman of Nio Automobile, said that the production capacity of JAC Nio is now 400 units per day, and the monthly production capacity can reach 10,000 units based on 25 working days per month. However, due to the influence of the supply chain (chips and batteries), the production capacity of 7,500 units per month is also under pressure. Li Bin predicts that the chip shortage will ease in the third quarter; The production capacity of 100-degree battery packs is expected to ease in June and July.</p><p>Li Bin said: The gross profit margin expectation for the first quarter of this year has not changed much compared with the previous guidance.</p><p>Li Bin said that the NIO brand itself will not enter the mass market. If it enters the mass market, it will use a brand new independent brand. At the same time, Li Bin revealed that Jianglai Manufacturing, a joint venture with Jianghuai Automobile, is not to build a new brand, but to solidify the existing cooperation mode with a new mechanism, which is more convenient for supply chain management.<img src=\"https://static.tigerbbs.com/07cc8ef424bea960e8bb2408ab655270\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160455618","content_text":"4月7日，在蔚来汽车第10万辆量产车下线活动的专访环节，蔚来汽车创始人、董事长李斌表示，江淮蔚来的产能现在每天400台，按每月25个工作日计算，月产能可达到10000台，但受供应链（芯片和电池）影响，现在每月7500台的产能也有压力。李斌预测，芯片短缺情况三季度会有所缓解；100度电池包产能预计6、7月会有缓解。李斌表示：今年一季度毛利率预期和之前指引相比变化不大。李斌称NIO品牌自身不会进入大众市场。如果进入大众市场，会使用全新独立品牌。同时，李斌透露，与江淮汽车合资成立的江来制造并非为了打造新品牌，而是将现有的合作模式用新机制加以固化，更加便于供应链的管理。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}