Ericpang122 personal page - To The Moon

Ericpang122

Ericpang122

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2022-08-10

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🐻‍❄️d","listText":"Ass 🐻‍❄️d","text":"Ass 🐻‍❄️d","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/228988854259848","repostId":"1114186974","repostType":2,"repost":{"id":"1114186974","kind":"news","weMediaInfo":{"introduction":"提供即時金融資訊、行情、數據，旨在幫助投資者理解世界，做投資決策。","home_visible":1,"media_name":"老虎資訊","id":"1059071526","head_image":"https://community-static.tradeup.com/news/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1696927080,"share":"https://ttm.financial/m/news/1114186974?lang=&edition=fundamental","pubTime":"2023-10-10 16:38","market":"us","language":"zh","title":"3隻優異股票，值得購買並終生持有","url":"https://stock-news.laohu8.com/highlight/detail?id=1114186974","media":"老虎資訊","summary":"自2016年以来，The Trade Desk的市值已从不到10亿美元飙升至目前的近400亿美元。它不持有广告库存以牟取利润。特斯拉的增长已将其市值从不到150亿美元增加到8260亿美元。乔纳斯认为，在未来18个月内，股价可能会达到400美元，比当前股价高出54%。其他投资者似乎也持有相似看法。今年迄今为止，特斯拉的股价已经飙升了110%，而其他方面的汽车市场表现平平。将特斯拉视为不仅仅是电动汽车的投资者可能将会迎来一生中的一次投资机会。","content":"<html><head></head><body><p> <strong><a href=\"https://laohu8.com/S/TTD\">Trade Desk Inc.</a></strong> 数字广告是投资者的巨大机会，而The Trade Desk（TTD 2.20%）处于良好的位置来利用这一机会。随着数百万家庭摆脱有线电视，越来越多的品牌告别旧媒体，将广告支出转向流媒体和零售媒体，价值6000亿美元的数字广告市场让The Trade Desk的程序化广告购买平台获得了大量资金。</p><p style=\"text-align: start;\">自2016年以来，The Trade Desk的市值已从不到10亿美元飙升至目前的近400亿美元。The Trade Desk拥有一个以信任为基础的竞争优势。它是一个中立的平台，仅通过向客户收取广告总支出的费用来产生收入。它不持有广告库存以牟取利润。这是该公司的平台相对于其他数字广告公司的关键卖点。</p><p style=\"text-align: start;\">The Trade Desk还看到其Unified ID 2.0（UID2）技术的日益采用，该技术允许品牌以不侵犯消费者隐私的方式定位广告受众。UID2提高了品牌从其数据中获得的价值，增加了平台上的广告支出，从而提高了公司的收入。在2023年上半年，收入同比增长了22%，足以在一个不景气的广告市场上夺取份额。The Trade Desk正在乘着强劲的顺风而行，并应该在未来几年继续实现超越市场的回报。</p><p> <strong><a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a></strong> 成立于1999年，现在是拉丁美洲领先的金融科技和电子商务公司。在过去的20年里，该公司实现了爆炸式增长，并为投资者带来了巨大的回报，而且未来数年可能会以高速增长。</p><p style=\"text-align: start;\">在第二季度，以本地货币为基础，公司的营收同比增长了57%。该公司的三个最大市场——巴西、阿根廷和墨西哥——继续取得强劲的业绩。其在线市场的总商品交易额增长了47%，而其Mercado Pago信贷业务、物流服务和移动支付解决方案也继续报告高增长率。</p><p style=\"text-align: start;\">Mercado高速增长的主要原因是与其他国家（如中国）相比，拉丁美洲的电子商务渗透率相对较低。根据Fidelity International的数据，2020年，中国的电子商务渗透率占总零售购物的27%，而墨西哥和巴西仍然分别为8.5%和12.5%。</p><p style=\"text-align: start;\">预计该公司最大的市场在未来几年将继续实现强劲的电子商务增长，因为智能手机的普及和人们越来越倾向于在线购物在整个地区继续占据主导地位。</p><p> <strong><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></strong>  </p><p>一份非凡股票名单如果没有特斯拉（TSLA -0.33%）将不完整。这家电动汽车（EVs）领域的领先品牌表示，在第三季度交付了435,059辆电动汽车。这距离2013年每季度不到10,000辆的交付量已经有了很大的提升。特斯拉的增长已将其市值从不到150亿美元增加到8260亿美元。</p><p style=\"text-align: start;\">尽管特斯拉已经取得了巨大的增长，但它只是刚刚起步。电动汽车仍然只占道路上总汽车数量的一小部分。然而，特斯拉的优势在于它拥有越来越多的电动汽车收集数据来供给其神经网络训练，这可能使其自动驾驶汽车软件成为行业内最先进的驾驶计算机。</p><p style=\"text-align: start;\">特斯拉表示计划在2024年之前在其Dojo培训计算机上投入10亿美元。然而，特斯拉并不吝啬与其技术。CEO埃隆·马斯克表示该公司希望将其软件授权给其他汽车制造商，一名华尔街分析师已经对特斯拉可能带来的影响进行了分析。</p><p style=\"text-align: start;\">根据摩根士丹利分析师亚当·乔纳斯的估计，到2040年，特斯拉的网络服务业务可能会实现3350亿美元的营收，高于2030年的估计1350亿美元。这个业务在未来几十年内可能产生公司核心利润的60%。</p><p style=\"text-align: start;\">乔纳斯认为，在未来18个月内，股价可能会达到400美元，比当前股价高出54%。其他投资者似乎也持有相似看法。今年迄今为止，特斯拉的股价已经飙升了110%，而其他方面的汽车市场表现平平。</p><p style=\"text-align: start;\">将特斯拉视为不仅仅是电动汽车的投资者可能将会迎来一生中的一次投资机会。</p><p><em>编译自Motley Fool，原文标题：3 Extraordinary Stocks to Buy and Hold Forever</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3隻優異股票，值得購買並終生持有</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3隻優異股票，值得購買並終生持有\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059071526\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎資訊 </p>\n<p class=\"h-time\">2023-10-10 16:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> <strong><a href=\"https://laohu8.com/S/TTD\">Trade Desk Inc.</a></strong> 数字广告是投资者的巨大机会，而The Trade Desk（TTD 2.20%）处于良好的位置来利用这一机会。随着数百万家庭摆脱有线电视，越来越多的品牌告别旧媒体，将广告支出转向流媒体和零售媒体，价值6000亿美元的数字广告市场让The Trade Desk的程序化广告购买平台获得了大量资金。</p><p style=\"text-align: start;\">自2016年以来，The Trade Desk的市值已从不到10亿美元飙升至目前的近400亿美元。The Trade Desk拥有一个以信任为基础的竞争优势。它是一个中立的平台，仅通过向客户收取广告总支出的费用来产生收入。它不持有广告库存以牟取利润。这是该公司的平台相对于其他数字广告公司的关键卖点。</p><p style=\"text-align: start;\">The Trade Desk还看到其Unified ID 2.0（UID2）技术的日益采用，该技术允许品牌以不侵犯消费者隐私的方式定位广告受众。UID2提高了品牌从其数据中获得的价值，增加了平台上的广告支出，从而提高了公司的收入。在2023年上半年，收入同比增长了22%，足以在一个不景气的广告市场上夺取份额。The Trade Desk正在乘着强劲的顺风而行，并应该在未来几年继续实现超越市场的回报。</p><p> <strong><a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a></strong> 成立于1999年，现在是拉丁美洲领先的金融科技和电子商务公司。在过去的20年里，该公司实现了爆炸式增长，并为投资者带来了巨大的回报，而且未来数年可能会以高速增长。</p><p style=\"text-align: start;\">在第二季度，以本地货币为基础，公司的营收同比增长了57%。该公司的三个最大市场——巴西、阿根廷和墨西哥——继续取得强劲的业绩。其在线市场的总商品交易额增长了47%，而其Mercado Pago信贷业务、物流服务和移动支付解决方案也继续报告高增长率。</p><p style=\"text-align: start;\">Mercado高速增长的主要原因是与其他国家（如中国）相比，拉丁美洲的电子商务渗透率相对较低。根据Fidelity International的数据，2020年，中国的电子商务渗透率占总零售购物的27%，而墨西哥和巴西仍然分别为8.5%和12.5%。</p><p style=\"text-align: start;\">预计该公司最大的市场在未来几年将继续实现强劲的电子商务增长，因为智能手机的普及和人们越来越倾向于在线购物在整个地区继续占据主导地位。</p><p> <strong><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></strong>  </p><p>一份非凡股票名单如果没有特斯拉（TSLA -0.33%）将不完整。这家电动汽车（EVs）领域的领先品牌表示，在第三季度交付了435,059辆电动汽车。这距离2013年每季度不到10,000辆的交付量已经有了很大的提升。特斯拉的增长已将其市值从不到150亿美元增加到8260亿美元。</p><p style=\"text-align: start;\">尽管特斯拉已经取得了巨大的增长，但它只是刚刚起步。电动汽车仍然只占道路上总汽车数量的一小部分。然而，特斯拉的优势在于它拥有越来越多的电动汽车收集数据来供给其神经网络训练，这可能使其自动驾驶汽车软件成为行业内最先进的驾驶计算机。</p><p style=\"text-align: start;\">特斯拉表示计划在2024年之前在其Dojo培训计算机上投入10亿美元。然而，特斯拉并不吝啬与其技术。CEO埃隆·马斯克表示该公司希望将其软件授权给其他汽车制造商，一名华尔街分析师已经对特斯拉可能带来的影响进行了分析。</p><p style=\"text-align: start;\">根据摩根士丹利分析师亚当·乔纳斯的估计，到2040年，特斯拉的网络服务业务可能会实现3350亿美元的营收，高于2030年的估计1350亿美元。这个业务在未来几十年内可能产生公司核心利润的60%。</p><p style=\"text-align: start;\">乔纳斯认为，在未来18个月内，股价可能会达到400美元，比当前股价高出54%。其他投资者似乎也持有相似看法。今年迄今为止，特斯拉的股价已经飙升了110%，而其他方面的汽车市场表现平平。</p><p style=\"text-align: start;\">将特斯拉视为不仅仅是电动汽车的投资者可能将会迎来一生中的一次投资机会。</p><p><em>编译自Motley Fool，原文标题：3 Extraordinary Stocks to Buy and Hold Forever</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3ad3ec27d62f5a3748a4d0d1e74a0d5d","relate_stocks":{"TSLA":"特斯拉","TTD":"Trade Desk Inc.","MELI":"MercadoLibre"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114186974","content_text":"Trade Desk Inc. 数字广告是投资者的巨大机会，而The Trade Desk（TTD 2.20%）处于良好的位置来利用这一机会。随着数百万家庭摆脱有线电视，越来越多的品牌告别旧媒体，将广告支出转向流媒体和零售媒体，价值6000亿美元的数字广告市场让The Trade Desk的程序化广告购买平台获得了大量资金。自2016年以来，The Trade Desk的市值已从不到10亿美元飙升至目前的近400亿美元。The Trade Desk拥有一个以信任为基础的竞争优势。它是一个中立的平台，仅通过向客户收取广告总支出的费用来产生收入。它不持有广告库存以牟取利润。这是该公司的平台相对于其他数字广告公司的关键卖点。The Trade Desk还看到其Unified ID 2.0（UID2）技术的日益采用，该技术允许品牌以不侵犯消费者隐私的方式定位广告受众。UID2提高了品牌从其数据中获得的价值，增加了平台上的广告支出，从而提高了公司的收入。在2023年上半年，收入同比增长了22%，足以在一个不景气的广告市场上夺取份额。The Trade Desk正在乘着强劲的顺风而行，并应该在未来几年继续实现超越市场的回报。 MercadoLibre 成立于1999年，现在是拉丁美洲领先的金融科技和电子商务公司。在过去的20年里，该公司实现了爆炸式增长，并为投资者带来了巨大的回报，而且未来数年可能会以高速增长。在第二季度，以本地货币为基础，公司的营收同比增长了57%。该公司的三个最大市场——巴西、阿根廷和墨西哥——继续取得强劲的业绩。其在线市场的总商品交易额增长了47%，而其Mercado Pago信贷业务、物流服务和移动支付解决方案也继续报告高增长率。Mercado高速增长的主要原因是与其他国家（如中国）相比，拉丁美洲的电子商务渗透率相对较低。根据Fidelity International的数据，2020年，中国的电子商务渗透率占总零售购物的27%，而墨西哥和巴西仍然分别为8.5%和12.5%。预计该公司最大的市场在未来几年将继续实现强劲的电子商务增长，因为智能手机的普及和人们越来越倾向于在线购物在整个地区继续占据主导地位。 特斯拉 一份非凡股票名单如果没有特斯拉（TSLA -0.33%）将不完整。这家电动汽车（EVs）领域的领先品牌表示，在第三季度交付了435,059辆电动汽车。这距离2013年每季度不到10,000辆的交付量已经有了很大的提升。特斯拉的增长已将其市值从不到150亿美元增加到8260亿美元。尽管特斯拉已经取得了巨大的增长，但它只是刚刚起步。电动汽车仍然只占道路上总汽车数量的一小部分。然而，特斯拉的优势在于它拥有越来越多的电动汽车收集数据来供给其神经网络训练，这可能使其自动驾驶汽车软件成为行业内最先进的驾驶计算机。特斯拉表示计划在2024年之前在其Dojo培训计算机上投入10亿美元。然而，特斯拉并不吝啬与其技术。CEO埃隆·马斯克表示该公司希望将其软件授权给其他汽车制造商，一名华尔街分析师已经对特斯拉可能带来的影响进行了分析。根据摩根士丹利分析师亚当·乔纳斯的估计，到2040年，特斯拉的网络服务业务可能会实现3350亿美元的营收，高于2030年的估计1350亿美元。这个业务在未来几十年内可能产生公司核心利润的60%。乔纳斯认为，在未来18个月内，股价可能会达到400美元，比当前股价高出54%。其他投资者似乎也持有相似看法。今年迄今为止，特斯拉的股价已经飙升了110%，而其他方面的汽车市场表现平平。将特斯拉视为不仅仅是电动汽车的投资者可能将会迎来一生中的一次投资机会。编译自Motley Fool，原文标题：3 Extraordinary Stocks to Buy and Hold Forever","news_type":1},"isVote":1,"tweetType":1,"viewCount":993,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":201785459134600,"gmtCreate":1690272428901,"gmtModify":1690272431941,"author":{"id":"3576043073516562","authorId":"3576043073516562","name":"Ericpang122","avatar":"https://static.tigerbbs.com/f098e8bc7471d831621d3a8a417ec8b3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576043073516562","authorIdStr":"3576043073516562"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/OXMU.SI\">$Prime US ReitUSD(OXMU.SI)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/OXMU.SI\">$Prime US ReitUSD(OXMU.SI)$&nbsp;</a>","text":"$Prime US ReitUSD(OXMU.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/201785459134600","isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940985657,"gmtCreate":1677649331079,"gmtModify":1677649335144,"author":{"id":"3576043073516562","authorId":"3576043073516562","name":"Ericpang122","avatar":"https://static.tigerbbs.com/f098e8bc7471d831621d3a8a417ec8b3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576043073516562","authorIdStr":"3576043073516562"},"themes":[],"htmlText":"well","listText":"well","text":"well","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940985657","repostId":"624487047","repostType":1,"repost":{"id":624487047,"gmtCreate":1677649155995,"gmtModify":1677649155995,"author":{"id":"4094609998215480","authorId":"4094609998215480","name":"IPO参考","avatar":"https://static.tigerbbs.com/b257b78255efd25a95981347e2304a3c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094609998215480","authorIdStr":"4094609998215480"},"themes":[],"htmlText":"【深交所受理德和科技上市申請】深交所網站2月27日披露，德和科技集團股份有限公司已遞交招股書，並獲得深交所受理。該公司計劃在主板上市。德和科技主要從事於高性能絕熱節能材料研發、生產、銷售以及安裝服務。（界面）","listText":"【深交所受理德和科技上市申請】深交所網站2月27日披露，德和科技集團股份有限公司已遞交招股書，並獲得深交所受理。該公司計劃在主板上市。德和科技主要從事於高性能絕熱節能材料研發、生產、銷售以及安裝服務。（界面）","text":"【深交所受理德和科技上市申請】深交所網站2月27日披露，德和科技集團股份有限公司已遞交招股書，並獲得深交所受理。該公司計劃在主板上市。德和科技主要從事於高性能絕熱節能材料研發、生產、銷售以及安裝服務。（界面）","images":[{"img":"https://static.tigerbbs.com/32750ea430fec66f03e1eac2f6d9a12f","width":"732","height":"490"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/624487047","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957577022,"gmtCreate":1677461108267,"gmtModify":1677461112304,"author":{"id":"3576043073516562","authorId":"3576043073516562","name":"Ericpang122","avatar":"https://static.tigerbbs.com/f098e8bc7471d831621d3a8a417ec8b3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576043073516562","authorIdStr":"3576043073516562"},"themes":[],"htmlText":"well","listText":"well","text":"well","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957577022","repostId":"9957161300","repostType":1,"repost":{"id":9957161300,"gmtCreate":1677107764901,"gmtModify":1677107772687,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"🌟🌟🌟My Favourite Singapore Consumer Defensive Stock🌟🌟🌟","htmlText":"🌈🌈🌈My&nbsp; Favourite Singapore Consumer Defensive Stock is&nbsp;<a href=\"https://ttm.financial/S/OV8.SI\">$SHENG SIONG GROUP LTD(OV8.SI)$ &nbsp;</a>&nbsp;With high inflation here, Sheng Siong&nbsp;&nbsp;will be resilient and impervious to economic cycles. Sheng Siong is the 3rd largest supermarket chain in Singapore with more than 65 locations and 4&nbsp;supermarkets in China with the 5th opening in 2nd quarter&nbsp;2023.&nbsp; &nbsp;Sheng Siong represents value for money to many Singaporeans especially the housewives.&nbsp; Sheng Siong's gross profit margin was 29.4% for 3Q FY 2022 compared to 29% in&nbsp; 3Q FY 2021.&nbsp; Its revenue declined by 4.2% year on year to SGD 333.5 million due to the Covid 19 measures in place&nbsp;and the closure of Jurong Fishery Port for 2 weeks in July 20","listText":"🌈🌈🌈My&nbsp; Favourite Singapore Consumer Defensive Stock is&nbsp;<a href=\"https://ttm.financial/S/OV8.SI\">$SHENG SIONG GROUP LTD(OV8.SI)$ &nbsp;</a>&nbsp;With high inflation here, Sheng Siong&nbsp;&nbsp;will be resilient and impervious to economic cycles. Sheng Siong is the 3rd largest supermarket chain in Singapore with more than 65 locations and 4&nbsp;supermarkets in China with the 5th opening in 2nd quarter&nbsp;2023.&nbsp; &nbsp;Sheng Siong represents value for money to many Singaporeans especially the housewives.&nbsp; Sheng Siong's gross profit margin was 29.4% for 3Q FY 2022 compared to 29% in&nbsp; 3Q FY 2021.&nbsp; Its revenue declined by 4.2% year on year to SGD 333.5 million due to the Covid 19 measures in place&nbsp;and the closure of Jurong Fishery Port for 2 weeks in July 20","text":"🌈🌈🌈My Favourite Singapore Consumer Defensive Stock is $SHENG SIONG GROUP LTD(OV8.SI)$ With high inflation here, Sheng Siong will be resilient and impervious to economic cycles. Sheng Siong is the 3rd largest supermarket chain in Singapore with more than 65 locations and 4 supermarkets in China with the 5th opening in 2nd quarter 2023. Sheng Siong represents value for money to many Singaporeans especially the housewives. Sheng Siong's gross profit margin was 29.4% for 3Q FY 2022 compared to 29% in 3Q FY 2021. Its revenue declined by 4.2% year on year to SGD 333.5 million due to the Covid 19 measures in place and the closure of Jurong Fishery Port for 2 weeks in July 20","images":[{"img":"https://community-static.tradeup.com/news/2c419a8cdb4d4f8ec276838780f320ab","width":"1080","height":"2340"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957161300","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957574710,"gmtCreate":1677461095231,"gmtModify":1677461098900,"author":{"id":"3576043073516562","authorId":"3576043073516562","name":"Ericpang122","avatar":"https://static.tigerbbs.com/f098e8bc7471d831621d3a8a417ec8b3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576043073516562","authorIdStr":"3576043073516562"},"themes":[],"htmlText":"well","listText":"well","text":"well","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957574710","repostId":"9957196701","repostType":1,"repost":{"id":9957196701,"gmtCreate":1677066755204,"gmtModify":1677068722686,"author":{"id":"4106547232749330","authorId":"4106547232749330","name":"Tiger_SG","avatar":"https://community-static.tradeup.com/news/9eb57a835b72d997d1941fb6605d80a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106547232749330","authorIdStr":"4106547232749330"},"themes":[],"title":"[Reward]Share One SGX Stock that could Benefit from China's Outbound Tourism","htmlText":"Previously, the Singapore Tourism Board stated that with the increase in the number of flights and China's resumption of outbound tourism, the recovery of Singapore's tourism industry will accelerate.\"It is expected that the number of international tourists visiting Singapore will reach 12 million to 14 million in 2023, returning to 75% before the epidemic In 2019, the number of inbound tourists from Singapore totaled 19.12 million.”According to recent data provided by China Aviation Travel, since the restart of the outbound and group tour pilot program on February 6, 2022, the number of inbound and outbound civil aviation passengers of China’s domestic airlines has exceeded 276,000, an increase of nearly 4.4 times compared with the same period last year. Shanghai, Guangzhou, Beijing, Xiam","listText":"Previously, the Singapore Tourism Board stated that with the increase in the number of flights and China's resumption of outbound tourism, the recovery of Singapore's tourism industry will accelerate.\"It is expected that the number of international tourists visiting Singapore will reach 12 million to 14 million in 2023, returning to 75% before the epidemic In 2019, the number of inbound tourists from Singapore totaled 19.12 million.”According to recent data provided by China Aviation Travel, since the restart of the outbound and group tour pilot program on February 6, 2022, the number of inbound and outbound civil aviation passengers of China’s domestic airlines has exceeded 276,000, an increase of nearly 4.4 times compared with the same period last year. Shanghai, Guangzhou, Beijing, Xiam","text":"Previously, the Singapore Tourism Board stated that with the increase in the number of flights and China's resumption of outbound tourism, the recovery of Singapore's tourism industry will accelerate.\"It is expected that the number of international tourists visiting Singapore will reach 12 million to 14 million in 2023, returning to 75% before the epidemic In 2019, the number of inbound tourists from Singapore totaled 19.12 million.”According to recent data provided by China Aviation Travel, since the restart of the outbound and group tour pilot program on February 6, 2022, the number of inbound and outbound civil aviation passengers of China’s domestic airlines has exceeded 276,000, an increase of nearly 4.4 times compared with the same period last year. Shanghai, Guangzhou, Beijing, Xiam","images":[{"img":"https://community-static.tradeup.com/news/723b6ea50a4a9e8ccaa94d24010b34e0","width":"1000","height":"666"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957196701","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957574456,"gmtCreate":1677461079975,"gmtModify":1677461083676,"author":{"id":"3576043073516562","authorId":"3576043073516562","name":"Ericpang122","avatar":"https://static.tigerbbs.com/f098e8bc7471d831621d3a8a417ec8b3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576043073516562","authorIdStr":"3576043073516562"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957574456","repostId":"9957651175","repostType":1,"repost":{"id":9957651175,"gmtCreate":1677232482197,"gmtModify":1677232780291,"author":{"id":"3527667618821228","authorId":"3527667618821228","name":"MillionaireTiger","avatar":"https://static.tigerbbs.com/dc558bf32e48ad6ed6d057026ef55af7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667618821228","authorIdStr":"3527667618821228"},"themes":[],"title":"Rolls-Royce Share Soars 23%: The Truth about the Aviation Industry","htmlText":"Rolls-Royce shares soar 23% after annual results beat expectations. Once the headline came out, people who can afford or cannot afford Rolls-Royce were shocked. In fact, Rolls-Royce's main business is aero-engines, now Rolls-Royce's car trademark already belongs to <a href=\"https://ttm.financial/S/BMWYY\">$Bayerische Motoren Werke AG(BMWYY)$</a>.&nbsp;The jewel in the crown of the industry: the engine that saved BritainIn 1906, two engineers set up a company in Manchester, England, with the aim of building automobiles.Later, in response to national demand, the company became involved in the aero-engine business, producing the Eagle engine that was used extensively in World War I Allied aircraft.By the end of the 1920s, aero engines had become the company's main business, and Hurricane and S","listText":"Rolls-Royce shares soar 23% after annual results beat expectations. Once the headline came out, people who can afford or cannot afford Rolls-Royce were shocked. In fact, Rolls-Royce's main business is aero-engines, now Rolls-Royce's car trademark already belongs to <a href=\"https://ttm.financial/S/BMWYY\">$Bayerische Motoren Werke AG(BMWYY)$</a>.&nbsp;The jewel in the crown of the industry: the engine that saved BritainIn 1906, two engineers set up a company in Manchester, England, with the aim of building automobiles.Later, in response to national demand, the company became involved in the aero-engine business, producing the Eagle engine that was used extensively in World War I Allied aircraft.By the end of the 1920s, aero engines had become the company's main business, and Hurricane and S","text":"Rolls-Royce shares soar 23% after annual results beat expectations. Once the headline came out, people who can afford or cannot afford Rolls-Royce were shocked. In fact, Rolls-Royce's main business is aero-engines, now Rolls-Royce's car trademark already belongs to $Bayerische Motoren Werke AG(BMWYY)$. The jewel in the crown of the industry: the engine that saved BritainIn 1906, two engineers set up a company in Manchester, England, with the aim of building automobiles.Later, in response to national demand, the company became involved in the aero-engine business, producing the Eagle engine that was used extensively in World War I Allied aircraft.By the end of the 1920s, aero engines had become the company's main business, and Hurricane and S","images":[{"img":"https://community-static.tradeup.com/news/2fa460c8625eabe5cb3fee0a9209759b","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/bc089a237f538215de1cc13520175c8c","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/6dbb44078d8c01cc5d4eec5807ed24e4","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957651175","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954708798,"gmtCreate":1676602763015,"gmtModify":1676602766720,"author":{"id":"3576043073516562","authorId":"3576043073516562","name":"Ericpang122","avatar":"https://static.tigerbbs.com/f098e8bc7471d831621d3a8a417ec8b3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576043073516562","authorIdStr":"3576043073516562"},"themes":[],"htmlText":"well","listText":"well","text":"well","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954708798","repostId":"625555976","repostType":1,"repost":{"id":625555976,"gmtCreate":1676601523996,"gmtModify":1676602102468,"author":{"id":"4089956906754400","authorId":"4089956906754400","name":"债市观察","avatar":"https://static.tigerbbs.com/9d7c4dc9eeeff29432dbeae6d2ff964c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089956906754400","authorIdStr":"4089956906754400"},"themes":[],"title":"借款不到賬、營收18億爲同行10%，威馬現金流之“危”何解？","htmlText":"國內首家自主研發生產新能源車的威馬汽車，能如願“活下去”嗎？作者 | 蒲肅來源 | 債市觀察作爲國內新能源車自主品牌的代表，威馬汽車曾深受廣大車主喜愛，與百度的合作也曾獲得資本市場認可。但近日一則讓威馬員工“停薪留職”的消息，把威馬汽車的經營困境曝光到了水面之上。消息在網上發酵後，有媒體、車主等人士前往威馬汽車總部或用戶中心一探究竟。有車主發現，北京威馬用戶中心(五方天雅店)內已經空空蕩蕩，牆上還掛着“威馬攜手百度Apollo聯合打造首款無人駕駛量產車型W6”的廣告欄。與之相鄰的北京威馬用戶中心（五方橋店），實際上是別克4S店經銷商代理銷售，有一位自稱是威馬汽車的客服在店內記錄客戶諮詢信息，該店內並沒有展示威馬汽車，銷售服務人員也是別克的銷售兼任。另有媒體在位於上海市青浦區的威馬汽車總部看到，“威馬汽車總部正門已經關閉，前臺空空如也，員工均從側門進出。”威馬兩大生產基地員工“喜提0工資”？2月15日晚上，威馬汽車CEO沈暉的微博評論區又新增了不少留言，內容包括員工討薪、車主投訴等。有浙江微博用戶留言稱，“威馬溫州基地全體員工喜提0工資”，湖北微博用戶隨後跟帖稱，黃岡基地也是喜提0，並表示“提前給大家禁言了”，還有用戶問什麼時候能補償員工的五險一金和賠償款。據瞭解，浙江溫州和湖北黃岡是威馬汽車先後建立的兩座主要生產基地，總產能達到25萬輛，有媒體稱，這兩大基地“有約90%產能處於閒置狀態”。除了員工討薪外，今年1月底，有北京車主在威馬汽車官方微博投訴稱，“車壞了，一個零件等了快半年了，打400電話沒人接，4S倒閉，維修中心推脫說只管下單，發貨的事他們不管。”上述車主無奈表示，“現在這車就是一堆廢鐵，不知道怎麼投訴維權了。”綜合各家媒體和社交軟件上威馬車主的反饋，這位車主反映的問題並不是單個現象，大部分威馬車主都遇到配件無法送達、智行APP軟件停用等問題，這些車主反映問題的時間","listText":"國內首家自主研發生產新能源車的威馬汽車，能如願“活下去”嗎？作者 | 蒲肅來源 | 債市觀察作爲國內新能源車自主品牌的代表，威馬汽車曾深受廣大車主喜愛，與百度的合作也曾獲得資本市場認可。但近日一則讓威馬員工“停薪留職”的消息，把威馬汽車的經營困境曝光到了水面之上。消息在網上發酵後，有媒體、車主等人士前往威馬汽車總部或用戶中心一探究竟。有車主發現，北京威馬用戶中心(五方天雅店)內已經空空蕩蕩，牆上還掛着“威馬攜手百度Apollo聯合打造首款無人駕駛量產車型W6”的廣告欄。與之相鄰的北京威馬用戶中心（五方橋店），實際上是別克4S店經銷商代理銷售，有一位自稱是威馬汽車的客服在店內記錄客戶諮詢信息，該店內並沒有展示威馬汽車，銷售服務人員也是別克的銷售兼任。另有媒體在位於上海市青浦區的威馬汽車總部看到，“威馬汽車總部正門已經關閉，前臺空空如也，員工均從側門進出。”威馬兩大生產基地員工“喜提0工資”？2月15日晚上，威馬汽車CEO沈暉的微博評論區又新增了不少留言，內容包括員工討薪、車主投訴等。有浙江微博用戶留言稱，“威馬溫州基地全體員工喜提0工資”，湖北微博用戶隨後跟帖稱，黃岡基地也是喜提0，並表示“提前給大家禁言了”，還有用戶問什麼時候能補償員工的五險一金和賠償款。據瞭解，浙江溫州和湖北黃岡是威馬汽車先後建立的兩座主要生產基地，總產能達到25萬輛，有媒體稱，這兩大基地“有約90%產能處於閒置狀態”。除了員工討薪外，今年1月底，有北京車主在威馬汽車官方微博投訴稱，“車壞了，一個零件等了快半年了，打400電話沒人接，4S倒閉，維修中心推脫說只管下單，發貨的事他們不管。”上述車主無奈表示，“現在這車就是一堆廢鐵，不知道怎麼投訴維權了。”綜合各家媒體和社交軟件上威馬車主的反饋，這位車主反映的問題並不是單個現象，大部分威馬車主都遇到配件無法送達、智行APP軟件停用等問題，這些車主反映問題的時間","text":"國內首家自主研發生產新能源車的威馬汽車，能如願“活下去”嗎？作者 | 蒲肅來源 | 債市觀察作爲國內新能源車自主品牌的代表，威馬汽車曾深受廣大車主喜愛，與百度的合作也曾獲得資本市場認可。但近日一則讓威馬員工“停薪留職”的消息，把威馬汽車的經營困境曝光到了水面之上。消息在網上發酵後，有媒體、車主等人士前往威馬汽車總部或用戶中心一探究竟。有車主發現，北京威馬用戶中心(五方天雅店)內已經空空蕩蕩，牆上還掛着“威馬攜手百度Apollo聯合打造首款無人駕駛量產車型W6”的廣告欄。與之相鄰的北京威馬用戶中心（五方橋店），實際上是別克4S店經銷商代理銷售，有一位自稱是威馬汽車的客服在店內記錄客戶諮詢信息，該店內並沒有展示威馬汽車，銷售服務人員也是別克的銷售兼任。另有媒體在位於上海市青浦區的威馬汽車總部看到，“威馬汽車總部正門已經關閉，前臺空空如也，員工均從側門進出。”威馬兩大生產基地員工“喜提0工資”？2月15日晚上，威馬汽車CEO沈暉的微博評論區又新增了不少留言，內容包括員工討薪、車主投訴等。有浙江微博用戶留言稱，“威馬溫州基地全體員工喜提0工資”，湖北微博用戶隨後跟帖稱，黃岡基地也是喜提0，並表示“提前給大家禁言了”，還有用戶問什麼時候能補償員工的五險一金和賠償款。據瞭解，浙江溫州和湖北黃岡是威馬汽車先後建立的兩座主要生產基地，總產能達到25萬輛，有媒體稱，這兩大基地“有約90%產能處於閒置狀態”。除了員工討薪外，今年1月底，有北京車主在威馬汽車官方微博投訴稱，“車壞了，一個零件等了快半年了，打400電話沒人接，4S倒閉，維修中心推脫說只管下單，發貨的事他們不管。”上述車主無奈表示，“現在這車就是一堆廢鐵，不知道怎麼投訴維權了。”綜合各家媒體和社交軟件上威馬車主的反饋，這位車主反映的問題並不是單個現象，大部分威馬車主都遇到配件無法送達、智行APP軟件停用等問題，這些車主反映問題的時間","images":[{"img":"https://static.tigerbbs.com/b3516783813a7ee3de9726ec3af2dbd0"},{"img":"https://static.tigerbbs.com/98fbd119b75b57388a9d4b43f41e8739"},{"img":"https://static.tigerbbs.com/8fd03154d711c8d26083829b4e9316a0"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/625555976","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951262934,"gmtCreate":1673493919629,"gmtModify":1676538846035,"author":{"id":"3576043073516562","authorId":"3576043073516562","name":"Ericpang122","avatar":"https://static.tigerbbs.com/f098e8bc7471d831621d3a8a417ec8b3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576043073516562","authorIdStr":"3576043073516562"},"themes":[],"htmlText":"Well&nbsp;","listText":"Well&nbsp;","text":"Well","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951262934","repostId":"628783575","repostType":1,"repost":{"id":628783575,"gmtCreate":1673492403799,"gmtModify":1676538845876,"author":{"id":"3525994231964285","authorId":"3525994231964285","name":"读懂财经","avatar":"https://static.tigerbbs.com/2302da3d2e7be3c9900959ee0a880626","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3525994231964285","authorIdStr":"3525994231964285"},"themes":[],"title":"老牌美妝巨頭密集上市背後，藏着一場年輕化的“豪賭”","htmlText":"長期以來，美妝類上市公司憑藉着高成長和高利潤等特點備受資本市場熱捧。不過與之相對應的是，此前資本市場上美妝類上市標的卻相對較少，僅有珀萊雅、水羊股份、丸美股份、上海家化等寥寥數家，近年來才增加了華熙生物、逸仙電商、貝泰妮等上市公司。頗令人遺憾的是，國內美妝行業頭部集團，如百雀羚、伽藍集團、上美股份等企業長期以來並沒有上市。但這一情況正在改變。從2022年開始，國內美妝老牌巨頭們開始紛紛啓動IPO步伐。2022年初，上美股份在港交所披露招股書，並於年底成功上市，當前上美股份市值約100億港元。在2022年12月30日，國內排名第6的國貨化妝品集團——廣州環亞化妝品謀求創業板IPO。與此同時，相宜本草和蘭樹股份兩大行業知名企業也開始接受IPO輔導。短短一年時間內，即有數家老牌美妝巨頭啓動IPO進程，這究竟是什麼原因呢？本文對該現象有以下幾個觀點：1，長期以來，美妝產品的輕資產模式、高利潤、充沛的現金流使得這些企業無需進行上市募資即能獲得良好發展。但從2022年以來，上美股份、環亞科技、相宜本草和蘭樹股份紛紛尋求IPO，核心原因是：時代變了，老牌美妝企業需要更多資源來進行轉型。2，這些老牌美妝巨頭們面臨的普遍性難題是品牌老化。這一問題的具體表現是，隨着銷售渠道和營銷形式的變化，品牌越來越難以說服消費者購買自身產品。淘係數據顯示，2022年韓束、一葉子、紅色小象三大品牌合計GMV僅爲珀萊雅或薇諾娜的四分之一左右。3，老牌化妝品巨頭將IPO視爲解決發展問題的重要手段。IPO募得資金用於激活老品牌、推廣新的細分品牌、提升自身研發能力。但IPO並不是萬能藥，這些老牌美妝巨頭仍然需要抓住市場潮流變化，而這卻是難以通過IPO來實現的。/ 01 /老牌美妝巨頭紛紛衝擊IPO從2022年開始，多個美妝行業老牌龍頭們開始密集上市。2022年1月17日，上海上美化妝品股份有限公司在港交所披露招股書，","listText":"長期以來，美妝類上市公司憑藉着高成長和高利潤等特點備受資本市場熱捧。不過與之相對應的是，此前資本市場上美妝類上市標的卻相對較少，僅有珀萊雅、水羊股份、丸美股份、上海家化等寥寥數家，近年來才增加了華熙生物、逸仙電商、貝泰妮等上市公司。頗令人遺憾的是，國內美妝行業頭部集團，如百雀羚、伽藍集團、上美股份等企業長期以來並沒有上市。但這一情況正在改變。從2022年開始，國內美妝老牌巨頭們開始紛紛啓動IPO步伐。2022年初，上美股份在港交所披露招股書，並於年底成功上市，當前上美股份市值約100億港元。在2022年12月30日，國內排名第6的國貨化妝品集團——廣州環亞化妝品謀求創業板IPO。與此同時，相宜本草和蘭樹股份兩大行業知名企業也開始接受IPO輔導。短短一年時間內，即有數家老牌美妝巨頭啓動IPO進程，這究竟是什麼原因呢？本文對該現象有以下幾個觀點：1，長期以來，美妝產品的輕資產模式、高利潤、充沛的現金流使得這些企業無需進行上市募資即能獲得良好發展。但從2022年以來，上美股份、環亞科技、相宜本草和蘭樹股份紛紛尋求IPO，核心原因是：時代變了，老牌美妝企業需要更多資源來進行轉型。2，這些老牌美妝巨頭們面臨的普遍性難題是品牌老化。這一問題的具體表現是，隨着銷售渠道和營銷形式的變化，品牌越來越難以說服消費者購買自身產品。淘係數據顯示，2022年韓束、一葉子、紅色小象三大品牌合計GMV僅爲珀萊雅或薇諾娜的四分之一左右。3，老牌化妝品巨頭將IPO視爲解決發展問題的重要手段。IPO募得資金用於激活老品牌、推廣新的細分品牌、提升自身研發能力。但IPO並不是萬能藥，這些老牌美妝巨頭仍然需要抓住市場潮流變化，而這卻是難以通過IPO來實現的。/ 01 /老牌美妝巨頭紛紛衝擊IPO從2022年開始，多個美妝行業老牌龍頭們開始密集上市。2022年1月17日，上海上美化妝品股份有限公司在港交所披露招股書，","text":"長期以來，美妝類上市公司憑藉着高成長和高利潤等特點備受資本市場熱捧。不過與之相對應的是，此前資本市場上美妝類上市標的卻相對較少，僅有珀萊雅、水羊股份、丸美股份、上海家化等寥寥數家，近年來才增加了華熙生物、逸仙電商、貝泰妮等上市公司。頗令人遺憾的是，國內美妝行業頭部集團，如百雀羚、伽藍集團、上美股份等企業長期以來並沒有上市。但這一情況正在改變。從2022年開始，國內美妝老牌巨頭們開始紛紛啓動IPO步伐。2022年初，上美股份在港交所披露招股書，並於年底成功上市，當前上美股份市值約100億港元。在2022年12月30日，國內排名第6的國貨化妝品集團——廣州環亞化妝品謀求創業板IPO。與此同時，相宜本草和蘭樹股份兩大行業知名企業也開始接受IPO輔導。短短一年時間內，即有數家老牌美妝巨頭啓動IPO進程，這究竟是什麼原因呢？本文對該現象有以下幾個觀點：1，長期以來，美妝產品的輕資產模式、高利潤、充沛的現金流使得這些企業無需進行上市募資即能獲得良好發展。但從2022年以來，上美股份、環亞科技、相宜本草和蘭樹股份紛紛尋求IPO，核心原因是：時代變了，老牌美妝企業需要更多資源來進行轉型。2，這些老牌美妝巨頭們面臨的普遍性難題是品牌老化。這一問題的具體表現是，隨着銷售渠道和營銷形式的變化，品牌越來越難以說服消費者購買自身產品。淘係數據顯示，2022年韓束、一葉子、紅色小象三大品牌合計GMV僅爲珀萊雅或薇諾娜的四分之一左右。3，老牌化妝品巨頭將IPO視爲解決發展問題的重要手段。IPO募得資金用於激活老品牌、推廣新的細分品牌、提升自身研發能力。但IPO並不是萬能藥，這些老牌美妝巨頭仍然需要抓住市場潮流變化，而這卻是難以通過IPO來實現的。/ 01 /老牌美妝巨頭紛紛衝擊IPO從2022年開始，多個美妝行業老牌龍頭們開始密集上市。2022年1月17日，上海上美化妝品股份有限公司在港交所披露招股書，","images":[{"img":"https://static.tigerbbs.com/cc41969773ac10d0e558f5f57d42f0d3"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/628783575","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953780080,"gmtCreate":1673328258240,"gmtModify":1676538818956,"author":{"id":"3576043073516562","authorId":"3576043073516562","name":"Ericpang122","avatar":"https://static.tigerbbs.com/f098e8bc7471d831621d3a8a417ec8b3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576043073516562","authorIdStr":"3576043073516562"},"themes":[],"htmlText":"well","listText":"well","text":"well","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953780080","repostId":"628591893","repostType":1,"repost":{"id":628591893,"gmtCreate":1673325012114,"gmtModify":1676538818876,"author":{"id":"3565306160488916","authorId":"3565306160488916","name":"锐信资本","avatar":"https://static.tigerbbs.com/6f3b92a510cef2a3a3213c05cf857b27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565306160488916","authorIdStr":"3565306160488916"},"themes":[],"title":"去年華爾街最準的分析師昨天又發聲了， 美股會再跌22%？","htmlText":"\n \n \n  這兩天美股漲的很好。 不過這位華爾街去年最亮眼的分析師Mike Wilson昨天又發聲。 關於去年他對市場預測有多準大家可以去看我好幾期關於他的視頻。 這次他仍然給市場在潑冷水。 他說美股市場可能接下去會跌22%。 這22%怎麼來的。 這個其實我視頻裏面他上個月的預測是一致的。 他預測今年常規情況下標普500是到3500-3600點。 不過有可能差的環境下會到3000點左右。 這不就是22%的下跌嗎。原因也是很簡單。 他認爲今年大家對美股盈利預測太高了。現在231.他認爲可能到180. 假設市盈率PE保持和去年年底不變。 也就是差不多16-17倍的樣子。 大家乘一下不就是3000點左右嘛。 他這個研判的核心還是依據的今年和08年比較得出來的。 尤其是大家看這個Equity Risk premium 股票風險溢價,現在是08年以來最低的時候。 意思就是股票價格還不夠低或者說預期回報還不足夠高來彌補投資者的市場風險。 去年到現在。大家知道市場PE是從27跌下來跌了差不多40%左右。、08年那段時間也就是07到09這個熊市PE 從17跌到10也是跌了差不多40%。 所以殺估值裏面PE估計是基本到位。 接下去就是殺盈利EPS的時候了。 本週就開始去年4季度的財報季了。 這點就讓我們拭目以待吧\n \n","listText":"這兩天美股漲的很好。 不過這位華爾街去年最亮眼的分析師Mike Wilson昨天又發聲。 關於去年他對市場預測有多準大家可以去看我好幾期關於他的視頻。 這次他仍然給市場在潑冷水。 他說美股市場可能接下去會跌22%。 這22%怎麼來的。 這個其實我視頻裏面他上個月的預測是一致的。 他預測今年常規情況下標普500是到3500-3600點。 不過有可能差的環境下會到3000點左右。 這不就是22%的下跌嗎。原因也是很簡單。 他認爲今年大家對美股盈利預測太高了。現在231.他認爲可能到180. 假設市盈率PE保持和去年年底不變。 也就是差不多16-17倍的樣子。 大家乘一下不就是3000點左右嘛。 他這個研判的核心還是依據的今年和08年比較得出來的。 尤其是大家看這個Equity Risk premium 股票風險溢價,現在是08年以來最低的時候。 意思就是股票價格還不夠低或者說預期回報還不足夠高來彌補投資者的市場風險。 去年到現在。大家知道市場PE是從27跌下來跌了差不多40%左右。、08年那段時間也就是07到09這個熊市PE 從17跌到10也是跌了差不多40%。 所以殺估值裏面PE估計是基本到位。 接下去就是殺盈利EPS的時候了。 本週就開始去年4季度的財報季了。 這點就讓我們拭目以待吧","text":"這兩天美股漲的很好。 不過這位華爾街去年最亮眼的分析師Mike Wilson昨天又發聲。 關於去年他對市場預測有多準大家可以去看我好幾期關於他的視頻。 這次他仍然給市場在潑冷水。 他說美股市場可能接下去會跌22%。 這22%怎麼來的。 這個其實我視頻裏面他上個月的預測是一致的。 他預測今年常規情況下標普500是到3500-3600點。 不過有可能差的環境下會到3000點左右。 這不就是22%的下跌嗎。原因也是很簡單。 他認爲今年大家對美股盈利預測太高了。現在231.他認爲可能到180. 假設市盈率PE保持和去年年底不變。 也就是差不多16-17倍的樣子。 大家乘一下不就是3000點左右嘛。 他這個研判的核心還是依據的今年和08年比較得出來的。 尤其是大家看這個Equity Risk premium 股票風險溢價,現在是08年以來最低的時候。 意思就是股票價格還不夠低或者說預期回報還不足夠高來彌補投資者的市場風險。 去年到現在。大家知道市場PE是從27跌下來跌了差不多40%左右。、08年那段時間也就是07到09這個熊市PE 從17跌到10也是跌了差不多40%。 所以殺估值裏面PE估計是基本到位。 接下去就是殺盈利EPS的時候了。 本週就開始去年4季度的財報季了。 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