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2021-05-24

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06:13","market":"us","language":"zh","title":"降价800元就杀疯了：iPhone13抢购致系统崩溃","url":"https://stock-news.laohu8.com/highlight/detail?id=2168571021","media":"时代财经","summary":"9月17日晚，iPhone13系列在苹果官网和各大电商平台开启预售。预售开始不久，各平台均遭遇“秒空”“页面拥堵”的状况。当晚，“苹果官网崩了”“iPhone13首批售罄连夜补货”冲上微博热搜。iPhone13发布后，外界直呼该产品缺乏创新，没有惊喜。10分钟内，iPhone13系列全面售罄，连新增的1TB版本都被抢空。iPhone13系列或许会成为苹果下一财季的营收主力军。Strategy Analytics也表示，2021年iPhone13系列全球出货量会超过9000万部。","content":"<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5711cebd201769f25ce7353508b8dcf4\" tg-width=\"1840\" tg-height=\"1082\" referrerpolicy=\"no-referrer\"><span>图片来源：<a href=\"https://laohu8.com/S/AAPL\">苹果</a>官网</span></p>\n<p>9月17日晚，iPhone13系列在苹果官网和各大电商平台开启预售。预售开始不久，各平台均遭遇“秒空”“页面拥堵”的状况。当晚，“苹果官网崩了”“iPhone13首批售罄连夜补货”冲上<a href=\"https://laohu8.com/S/WB\">微博</a>热搜。</p>\n<h3>“晚进一分钟，多等半个月”</h3>\n<h5></h5>\n<p>iPhone13发布后，外界直呼该产品缺乏创新，没有惊喜。在一片质疑声中，降价成了iPhone13系列最大的话题，与iPhone 12系列同容量相比，iPhone13系列有300-800元的降价。</p>\n<p>看到5199元的起步价，刚在上个月换了iPhone12的李娜非常懊悔，“iPhone13公开价格的那一刻应该是所有iPhone12党的心碎现场。”</p>\n<p>然而，“平平无奇”的iPhone13系列预售的表现远远超出预期，不到30分钟，苹果官网以及几大电商平台的首批备货全部售罄。</p>\n<p>仅<a href=\"https://laohu8.com/S/JD\">京东</a>单个平台，苹果自营店的预定人数就超过300万人，这一数据超过2020年iPhone12的预定量。开启预售后，大规模用户因“人数过多”而抢购失败。10分钟内，iPhone13系列全面售罄，连新增的1TB版本都被抢空。</p>\n<p>第一轮抢购完毕后，京东又在当晚23：00推出第二轮预售，预约人数超过60万。不过，这一批的发货时间延迟到9月30日。不到1分钟，上海地区iPhone13全系列备货量再次被清空。</p>\n<p>苹果官网也“排起了长队”。手快的用户将于9月24日成为iPhone13的首批用户，在官网几度崩溃后，备货开始吃紧，以上海地区为例，iPhone13粉色版本的标准送货时间最晚延迟到10月23日。</p>\n<p>天猫、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>也在30分钟内售空。拼多多启动了百亿补贴，根据页面显示，iPhone 13系列新品领券后直降500元。天猫方面，虽然无法看到具体预定人数，但是客服一度处于忙碌状态，用户需要经历数十人的排队才能与客服沟通，预售火爆的情形可见一斑。</p>\n<p>晚上9点20分，刷了无数次首页的朱敏终于买好了iPhone13手机，但发货时间已经安排在10月中旬，“好像买了，又好像没买。”朱敏如此形容此次的抢购体验，“刷了20分钟，每次都卡在付款页面，只是晚了几秒钟，就要多等半个多月了。”</p>\n<h3>iPhone13，新一代机王</h3>\n<p>发布会前后，“iPhone13颜色”“iPhone13值不<a href=\"https://laohu8.com/S/300785\">值得买</a>”“iPhone13配置”“iPhone12价格直降千元”等多个话题冲上热搜。此次iPhone13系列预售再次证明了其“顶流”地位。</p>\n<p>为什么这么火？多位受访者向时代财经表示，价格、颜色是影响他们下单的重要原因，尤其是当前国内高端手机市场安卓阵营持续涨价，且领头羊缺位的大背景下，iPhone13系列杀入5000元档的定价策略，与国产高端机形成了直接的价格竞争。</p>\n<p>研究机构Counterpoint Research分析认为，目前市场上没有一款智能手机可以对5000元级别的iPhone 13构成威胁。“没有一款位于该价位区间的产品能像老款的华为Mate系列一样强大。”Counterpoint在报告中写道。该机构认为，iPhone 13有望延续去年iPhone 12系列的强劲势头。</p>\n<p>iPhone的营收撑起了苹果公司收入的半边天，从苹果最新一季财报来看，公司近一半收入来源iPhone销售，苹果第三财季净营收达814.34亿美元，其中，iPhone营收395.7亿美元，占比高达48.5%。</p>\n<p>iPhone13系列或许会成为苹果下一财季的营收主力军。有来自券商Wedbush分析预测，全球有多达2.5亿用户拥有3年以上的老机型需要升级。Strategy Analytics也表示，2021年iPhone13系列全球出货量会超过9000万部。</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>降价800元就杀疯了：iPhone13抢购致系统崩溃</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 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n降价800元就杀疯了：iPhone13抢购致系统崩溃\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1083162684\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/0e46aca849659e0b62b7d019d1950408);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">时代财经 </p>\n<p class=\"h-time\">2021-09-18 06:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5711cebd201769f25ce7353508b8dcf4\" tg-width=\"1840\" tg-height=\"1082\" referrerpolicy=\"no-referrer\"><span>图片来源：<a href=\"https://laohu8.com/S/AAPL\">苹果</a>官网</span></p>\n<p>9月17日晚，iPhone13系列在苹果官网和各大电商平台开启预售。预售开始不久，各平台均遭遇“秒空”“页面拥堵”的状况。当晚，“苹果官网崩了”“iPhone13首批售罄连夜补货”冲上<a href=\"https://laohu8.com/S/WB\">微博</a>热搜。</p>\n<h3>“晚进一分钟，多等半个月”</h3>\n<h5></h5>\n<p>iPhone13发布后，外界直呼该产品缺乏创新，没有惊喜。在一片质疑声中，降价成了iPhone13系列最大的话题，与iPhone 12系列同容量相比，iPhone13系列有300-800元的降价。</p>\n<p>看到5199元的起步价，刚在上个月换了iPhone12的李娜非常懊悔，“iPhone13公开价格的那一刻应该是所有iPhone12党的心碎现场。”</p>\n<p>然而，“平平无奇”的iPhone13系列预售的表现远远超出预期，不到30分钟，苹果官网以及几大电商平台的首批备货全部售罄。</p>\n<p>仅<a href=\"https://laohu8.com/S/JD\">京东</a>单个平台，苹果自营店的预定人数就超过300万人，这一数据超过2020年iPhone12的预定量。开启预售后，大规模用户因“人数过多”而抢购失败。10分钟内，iPhone13系列全面售罄，连新增的1TB版本都被抢空。</p>\n<p>第一轮抢购完毕后，京东又在当晚23：00推出第二轮预售，预约人数超过60万。不过，这一批的发货时间延迟到9月30日。不到1分钟，上海地区iPhone13全系列备货量再次被清空。</p>\n<p>苹果官网也“排起了长队”。手快的用户将于9月24日成为iPhone13的首批用户，在官网几度崩溃后，备货开始吃紧，以上海地区为例，iPhone13粉色版本的标准送货时间最晚延迟到10月23日。</p>\n<p>天猫、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>也在30分钟内售空。拼多多启动了百亿补贴，根据页面显示，iPhone 13系列新品领券后直降500元。天猫方面，虽然无法看到具体预定人数，但是客服一度处于忙碌状态，用户需要经历数十人的排队才能与客服沟通，预售火爆的情形可见一斑。</p>\n<p>晚上9点20分，刷了无数次首页的朱敏终于买好了iPhone13手机，但发货时间已经安排在10月中旬，“好像买了，又好像没买。”朱敏如此形容此次的抢购体验，“刷了20分钟，每次都卡在付款页面，只是晚了几秒钟，就要多等半个多月了。”</p>\n<h3>iPhone13，新一代机王</h3>\n<p>发布会前后，“iPhone13颜色”“iPhone13值不<a href=\"https://laohu8.com/S/300785\">值得买</a>”“iPhone13配置”“iPhone12价格直降千元”等多个话题冲上热搜。此次iPhone13系列预售再次证明了其“顶流”地位。</p>\n<p>为什么这么火？多位受访者向时代财经表示，价格、颜色是影响他们下单的重要原因，尤其是当前国内高端手机市场安卓阵营持续涨价，且领头羊缺位的大背景下，iPhone13系列杀入5000元档的定价策略，与国产高端机形成了直接的价格竞争。</p>\n<p>研究机构Counterpoint Research分析认为，目前市场上没有一款智能手机可以对5000元级别的iPhone 13构成威胁。“没有一款位于该价位区间的产品能像老款的华为Mate系列一样强大。”Counterpoint在报告中写道。该机构认为，iPhone 13有望延续去年iPhone 12系列的强劲势头。</p>\n<p>iPhone的营收撑起了苹果公司收入的半边天，从苹果最新一季财报来看，公司近一半收入来源iPhone销售，苹果第三财季净营收达814.34亿美元，其中，iPhone营收395.7亿美元，占比高达48.5%。</p>\n<p>iPhone13系列或许会成为苹果下一财季的营收主力军。有来自券商Wedbush分析预测，全球有多达2.5亿用户拥有3年以上的老机型需要升级。Strategy Analytics也表示，2021年iPhone13系列全球出货量会超过9000万部。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d776d009b18d65f20684c952b9f84cf8","relate_stocks":{"AAPL":"苹果"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2168571021","content_text":"图片来源：苹果官网\n9月17日晚，iPhone13系列在苹果官网和各大电商平台开启预售。预售开始不久，各平台均遭遇“秒空”“页面拥堵”的状况。当晚，“苹果官网崩了”“iPhone13首批售罄连夜补货”冲上微博热搜。\n“晚进一分钟，多等半个月”\n\niPhone13发布后，外界直呼该产品缺乏创新，没有惊喜。在一片质疑声中，降价成了iPhone13系列最大的话题，与iPhone 12系列同容量相比，iPhone13系列有300-800元的降价。\n看到5199元的起步价，刚在上个月换了iPhone12的李娜非常懊悔，“iPhone13公开价格的那一刻应该是所有iPhone12党的心碎现场。”\n然而，“平平无奇”的iPhone13系列预售的表现远远超出预期，不到30分钟，苹果官网以及几大电商平台的首批备货全部售罄。\n仅京东单个平台，苹果自营店的预定人数就超过300万人，这一数据超过2020年iPhone12的预定量。开启预售后，大规模用户因“人数过多”而抢购失败。10分钟内，iPhone13系列全面售罄，连新增的1TB版本都被抢空。\n第一轮抢购完毕后，京东又在当晚23：00推出第二轮预售，预约人数超过60万。不过，这一批的发货时间延迟到9月30日。不到1分钟，上海地区iPhone13全系列备货量再次被清空。\n苹果官网也“排起了长队”。手快的用户将于9月24日成为iPhone13的首批用户，在官网几度崩溃后，备货开始吃紧，以上海地区为例，iPhone13粉色版本的标准送货时间最晚延迟到10月23日。\n天猫、拼多多也在30分钟内售空。拼多多启动了百亿补贴，根据页面显示，iPhone 13系列新品领券后直降500元。天猫方面，虽然无法看到具体预定人数，但是客服一度处于忙碌状态，用户需要经历数十人的排队才能与客服沟通，预售火爆的情形可见一斑。\n晚上9点20分，刷了无数次首页的朱敏终于买好了iPhone13手机，但发货时间已经安排在10月中旬，“好像买了，又好像没买。”朱敏如此形容此次的抢购体验，“刷了20分钟，每次都卡在付款页面，只是晚了几秒钟，就要多等半个多月了。”\niPhone13，新一代机王\n发布会前后，“iPhone13颜色”“iPhone13值不值得买”“iPhone13配置”“iPhone12价格直降千元”等多个话题冲上热搜。此次iPhone13系列预售再次证明了其“顶流”地位。\n为什么这么火？多位受访者向时代财经表示，价格、颜色是影响他们下单的重要原因，尤其是当前国内高端手机市场安卓阵营持续涨价，且领头羊缺位的大背景下，iPhone13系列杀入5000元档的定价策略，与国产高端机形成了直接的价格竞争。\n研究机构Counterpoint Research分析认为，目前市场上没有一款智能手机可以对5000元级别的iPhone 13构成威胁。“没有一款位于该价位区间的产品能像老款的华为Mate系列一样强大。”Counterpoint在报告中写道。该机构认为，iPhone 13有望延续去年iPhone 12系列的强劲势头。\niPhone的营收撑起了苹果公司收入的半边天，从苹果最新一季财报来看，公司近一半收入来源iPhone销售，苹果第三财季净营收达814.34亿美元，其中，iPhone营收395.7亿美元，占比高达48.5%。\niPhone13系列或许会成为苹果下一财季的营收主力军。有来自券商Wedbush分析预测，全球有多达2.5亿用户拥有3年以上的老机型需要升级。Strategy Analytics也表示，2021年iPhone13系列全球出货量会超过9000万部。","news_type":1},"isVote":1,"tweetType":1,"viewCount":742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885471658,"gmtCreate":1631830690874,"gmtModify":1676530644753,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/885471658","repostId":"1100031374","repostType":4,"repost":{"id":"1100031374","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":1631587259,"share":"https://www.laohu8.com/m/news/1100031374?lang=&edition=full","pubTime":"2021-09-14 10:40","market":"us","language":"zh","title":"提醒：中秋节休市安排来了！港股22日休市","url":"https://stock-news.laohu8.com/highlight/detail?id=1100031374","media":"老虎资讯综合","summary":"2021年中秋节假期即将来临！各主要市场休市安排如下：港股：\n\n\n9月22日（周三）休市。9月23日（周四）起照常开市。\n\n\nA股：\n\n\n9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。\n\n\n美股、英股、澳股、新加坡股市照常交易。\n\n\n沪股通和深股通：\n\n\n9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。\n\n\n港股通：\n\n\n9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。","content":"<p>2021年中秋节假期即将来临！各主要市场休市安排如下：<img src=\"https://static.tigerbbs.com/a514042f0cc485274181ed3db4bcf541\" tg-width=\"1103\" tg-height=\"746\" width=\"100%\" height=\"auto\"><b>港股：</b></p>\n<p>9月22日（周三）休市。9月23日（周四）起照常开市。</p>\n<p><b>A股：</b></p>\n<p>9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。</p>\n<p><b>美股、英股、澳股、新加坡股市照常交易。</b></p>\n<p><b>沪股通和深股通：</b></p>\n<p>9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。</p>\n<p><b>港股通：</b></p>\n<p>9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。</p>\n<p><img src=\"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9\" tg-width=\"2048\" tg-height=\"1311\" 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>提醒：中秋节休市安排来了！港股22日休市</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n提醒：中秋节休市安排来了！港股22日休市\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-09-14 10:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2021年中秋节假期即将来临！各主要市场休市安排如下：<img src=\"https://static.tigerbbs.com/a514042f0cc485274181ed3db4bcf541\" tg-width=\"1103\" tg-height=\"746\" width=\"100%\" height=\"auto\"><b>港股：</b></p>\n<p>9月22日（周三）休市。9月23日（周四）起照常开市。</p>\n<p><b>A股：</b></p>\n<p>9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。</p>\n<p><b>美股、英股、澳股、新加坡股市照常交易。</b></p>\n<p><b>沪股通和深股通：</b></p>\n<p>9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。</p>\n<p><b>港股通：</b></p>\n<p>9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。</p>\n<p><img src=\"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9\" tg-width=\"2048\" tg-height=\"1311\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100031374","content_text":"2021年中秋节假期即将来临！各主要市场休市安排如下：港股：\n9月22日（周三）休市。9月23日（周四）起照常开市。\nA股：\n9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。\n美股、英股、澳股、新加坡股市照常交易。\n沪股通和深股通：\n9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。\n港股通：\n9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。","news_type":1},"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888032493,"gmtCreate":1631412450512,"gmtModify":1676530542950,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/888032493","repostId":"1144889232","repostType":4,"repost":{"id":"1144889232","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631260371,"share":"https://www.laohu8.com/m/news/1144889232?lang=&edition=full","pubTime":"2021-09-10 15:52","market":"us","language":"zh","title":"老虎证券发布Q2财报：入金客户破50万，超六成新增来自海外","url":"https://stock-news.laohu8.com/highlight/detail?id=1144889232","media":"老虎资讯综合","summary":"美东时间9月10日盘前，老虎证券 公布了截至2021年6月30日的第二季度未经审计财报。财报显示，老虎证券二季度营收6023万美元，同比增长98.7%。\n截至二季度末，老虎证券全球开户客户数新增24.","content":"<p>美东时间9月10日盘前，<a href=\"https://laohu8.com/S/TIGR\">老虎证券</a> 公布了<a href=\"https://ir.itiger.com/news-releases/news-release-details/fintech-holding-limited-reports-unaudited-second-quarter-2021\" target=\"_blank\">截至2021年6月30日的第二季度未经审计财报</a>。财报显示，老虎证券二季度营收6023万美元，同比增长98.7%。</p>\n<p>截至二季度末，老虎证券全球开户客户数新增24.9万至164.9万，为去年同期近2倍；入金客户增至52.9万，单季新增入金人数为15.3万，为去年同期4.5倍，创历史单季最高增量，其中超六成来自海外，国际化战略成果显著。同时，客户资产增至239.3亿美元，为去年同期近3倍。客户交易规模达1020亿美元，为去年同期2.2倍，2021年上半年交易规模合计2258亿美元，已超去年全年总额。</p>\n<p>高速发展的国际化业务和持续领先的技术闭环能力进一步提升资本市场对老虎证券的认可。季度内，公司被纳入MSCI中国全股票指数，并获桥水、先锋领航、贝莱德等数十家国际对冲基金和资管机构建仓或加仓。</p>\n<p>老虎证券创始人及CEO巫天华表示：“二季度外部环境不确定性增多，但得益于公司良好的品牌效应，我们持续赢得更多全球客户的信赖，季度新增入金客户再破纪录，上半年新增入金客户已超历史总和。在新加坡，目前入金客户已突破20万大关，公司国际化取得里程碑式进展。核心经纪业务稳健发展的同时，我们进一步加码企业服务，如推出A股ESOP服务，帮助更多成长期企业激发内生动力。展望未来，我们将在扎实合规风控的基础上不断迭代技术，提升产品和服务竞争力，为全球零售客户、机构及企业客户提供更高效、便捷的服务。”</p>\n<p><b>Q2新增入金客户创历史单季最高增量 上半年新增入金客户数超历史总和</b></p>\n<p>第二季度，老虎证券继续聚焦核心技术能力建设，不断丰富产品矩阵，在零售经纪市场中保持领先地位。期内，公司佣金及利息相关收入5002万美元，同比增长80.2%；交易规模达1020亿美元，同比增长118.2%。</p>\n<p>报告期内，老虎证券持续迭代交易体验，上线期权异动、OTC行情、期权未平仓曲线、资金变动明细等实用功能。同时，公司继续降低投资门槛，二季度每月分别推出道琼指数期货、A50+SG人民币期货、港交所全部股指期货的免佣活动，获得客户积极参与。</p>\n<p>打新方面，本季度老虎证券推出奈雪的茶、京东物流、BOSS直聘等29只美港股打新。为了进一步提高投资者的资金使用效率，公司在港股侧将20倍杠杆常规化，在美股侧推出IPO中签券。得益于不断优化的打新体验，二季度打新参与总人数同比增长163.5%。&nbsp;</p>\n<p>财富管理方面，公司资产管理规模（AUM）同比上涨149.0%。期内，公司新上线48支全球知名基金，其中包括首批新币基金，产品体系更趋国际化、多元化。此外，公司进一步升级定投服务，推出目标投功能，助力投资者灵活止盈卖出。</p>\n<p>技术侧，公司加速核心中后台技术自主化，截至二季度末已实现超50%客户美股订单的自清算，持续保持行业技术领先。</p>\n<p>财报显示，在上季度新增入金客户创新高的基础上，老虎证券本季度新增入金客户达15.3万，环比增长30.4%，再创历史最高单季增长纪录。至此，公司2021年上半年新增入金客户数达27万，超历史总和，并已完成全年35万入金客户指引的77%。为进一步提升公司全球市场份额，期内公司持续加大在研发、服务、营销、自清算等方面的投入，Non-GAAP净亏损为435万美元。</p>\n<p><b>超六成新增入金客户来自海外 新加坡迎20万入金客户里程碑</b></p>\n<p>&nbsp;老虎证券国际化战略自去年启动以来，延续亮眼表现，期内新增入金客户中，海外市场客户占比超60%。</p>\n<p>在新加坡，老虎证券入金客户数目前已破20万大关，继续扩大市场份额保持领先。为了更好一站式满足当地客户深度分析需求，期内公司推出形态选股、行业热力图、期权异动榜单等功能，同时持续夯实技术护城河，成为率先拿下新交所证券、衍生品交易及清算三项会员原则性批准（Approval-in-Principle）的互联网券商，切实践行本地化承诺。</p>\n<p>凭借良好的用户体验及安全可靠的服务，老虎证券新加坡子公司被《新加坡商业评论》授予“技术卓越奖”，并在资产托管方面获得亚洲知名杂志《财资》奖项认可，成为唯一入该榜的互联网券商。</p>\n<p><b>ESOP服务延伸至A股 上半年签约客户已超去年全年</b></p>\n<p>&nbsp;二季度，老虎证券持续深化一站式企业服务能力，以投行及ESOP（员工股权激励计划）为主的其他收入达1021万美元，同比增长301.5%。</p>\n<p>就ESOP业务来看，老虎证券季内新增51家客户，同比增长218.8%；上半年合计签约客户92家，已超去年全年。推出业务仅三年，老虎证券ESOP累计服务客户达216家，在增量市场保持强劲竞争力。</p>\n<p>&nbsp;值得注意的是，随着注册制改革的深入推进，实施股权激励的A股企业数量显著增加。二季度，老虎证券正式推出面向A股的全流程股权激励服务，期内服务千亿人民币以上市值客户3家、百亿人民币以上市值客户8家。至此，老虎证券ESOP服务实现美股、港股、A股企业全覆盖，可为两地上市或多主体不同资本市场上市的中大型企业提供一站式股权激励服务。</p>\n<p>同时，老虎证券继续升级系统功能，进一步提升ESOP服务深度和精度。二季度，公司完整上线Cap Table（股权结构）功能。在管理员端，该功能可帮助企业进行注册资本信息、融资轮次以及股权结构变化等数据的管理。在员工端，被激励对象可实时查看持股数量及比例，随时获取持有股份的价值信息。</p>\n<p>投行侧，老虎证券已累计为近200家企业客户提供投行、IR及PR服务，逐步形成从IPO、增发到大宗交易执行、销售的全服务矩阵，充分利用科技精准高效助力优质中国企业“走出去”。期内，公司参与21宗美港股IPO、增发及国际配售认购项目，其中承销14宗并再任牵头行，主导天美生物IPO。传统IPO外，公司发起并主承销的“TradeUP&nbsp;Global Corporation”为SEC会计新规发布后第一个完成上市且含认股权证的SPAC项目，具有行业标志性意义。</p>\n<p>增发方面，期内老虎证券独家执行阿特斯阳光电力集团1.5亿美元股票发行，成为首个在美国资本市场独家管理ATM（At-the-Market Offering）增发项目的华人券商。同期，公司完成1.8亿美元增发并再次创新，成为首家向普通投资者开放移动在线认购通道的互联网券商，赢得用户好评。</p>\n<p>此外，老虎证券继续发挥桥梁作用，通过企业号有效连接投资者与上市公司，助力中小投资者更便捷地获取企业重要信息。报告期内，老虎企业号新增时代天使、快手科技、涂鸦智能等37家明星美港股公司入驻，并数次成为企业向市场传递信息的首发平台。在老虎社区多重资源扶持下，期内小鹏汽车和容联云在新品发布和品牌升级时直接触达美港股投资者，实现超百万精准曝光。</p>\n<p><a href=\"https://ir.itiger.com/news-releases/news-release-details/fintech-holding-limited-reports-unaudited-second-quarter-2021\" target=\"_blank\">财报原文链接</a></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>老虎证券发布Q2财报：入金客户破50万，超六成新增来自海外</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n老虎证券发布Q2财报：入金客户破50万，超六成新增来自海外\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-09-10 15:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美东时间9月10日盘前，<a href=\"https://laohu8.com/S/TIGR\">老虎证券</a> 公布了<a href=\"https://ir.itiger.com/news-releases/news-release-details/fintech-holding-limited-reports-unaudited-second-quarter-2021\" target=\"_blank\">截至2021年6月30日的第二季度未经审计财报</a>。财报显示，老虎证券二季度营收6023万美元，同比增长98.7%。</p>\n<p>截至二季度末，老虎证券全球开户客户数新增24.9万至164.9万，为去年同期近2倍；入金客户增至52.9万，单季新增入金人数为15.3万，为去年同期4.5倍，创历史单季最高增量，其中超六成来自海外，国际化战略成果显著。同时，客户资产增至239.3亿美元，为去年同期近3倍。客户交易规模达1020亿美元，为去年同期2.2倍，2021年上半年交易规模合计2258亿美元，已超去年全年总额。</p>\n<p>高速发展的国际化业务和持续领先的技术闭环能力进一步提升资本市场对老虎证券的认可。季度内，公司被纳入MSCI中国全股票指数，并获桥水、先锋领航、贝莱德等数十家国际对冲基金和资管机构建仓或加仓。</p>\n<p>老虎证券创始人及CEO巫天华表示：“二季度外部环境不确定性增多，但得益于公司良好的品牌效应，我们持续赢得更多全球客户的信赖，季度新增入金客户再破纪录，上半年新增入金客户已超历史总和。在新加坡，目前入金客户已突破20万大关，公司国际化取得里程碑式进展。核心经纪业务稳健发展的同时，我们进一步加码企业服务，如推出A股ESOP服务，帮助更多成长期企业激发内生动力。展望未来，我们将在扎实合规风控的基础上不断迭代技术，提升产品和服务竞争力，为全球零售客户、机构及企业客户提供更高效、便捷的服务。”</p>\n<p><b>Q2新增入金客户创历史单季最高增量 上半年新增入金客户数超历史总和</b></p>\n<p>第二季度，老虎证券继续聚焦核心技术能力建设，不断丰富产品矩阵，在零售经纪市场中保持领先地位。期内，公司佣金及利息相关收入5002万美元，同比增长80.2%；交易规模达1020亿美元，同比增长118.2%。</p>\n<p>报告期内，老虎证券持续迭代交易体验，上线期权异动、OTC行情、期权未平仓曲线、资金变动明细等实用功能。同时，公司继续降低投资门槛，二季度每月分别推出道琼指数期货、A50+SG人民币期货、港交所全部股指期货的免佣活动，获得客户积极参与。</p>\n<p>打新方面，本季度老虎证券推出奈雪的茶、京东物流、BOSS直聘等29只美港股打新。为了进一步提高投资者的资金使用效率，公司在港股侧将20倍杠杆常规化，在美股侧推出IPO中签券。得益于不断优化的打新体验，二季度打新参与总人数同比增长163.5%。&nbsp;</p>\n<p>财富管理方面，公司资产管理规模（AUM）同比上涨149.0%。期内，公司新上线48支全球知名基金，其中包括首批新币基金，产品体系更趋国际化、多元化。此外，公司进一步升级定投服务，推出目标投功能，助力投资者灵活止盈卖出。</p>\n<p>技术侧，公司加速核心中后台技术自主化，截至二季度末已实现超50%客户美股订单的自清算，持续保持行业技术领先。</p>\n<p>财报显示，在上季度新增入金客户创新高的基础上，老虎证券本季度新增入金客户达15.3万，环比增长30.4%，再创历史最高单季增长纪录。至此，公司2021年上半年新增入金客户数达27万，超历史总和，并已完成全年35万入金客户指引的77%。为进一步提升公司全球市场份额，期内公司持续加大在研发、服务、营销、自清算等方面的投入，Non-GAAP净亏损为435万美元。</p>\n<p><b>超六成新增入金客户来自海外 新加坡迎20万入金客户里程碑</b></p>\n<p>&nbsp;老虎证券国际化战略自去年启动以来，延续亮眼表现，期内新增入金客户中，海外市场客户占比超60%。</p>\n<p>在新加坡，老虎证券入金客户数目前已破20万大关，继续扩大市场份额保持领先。为了更好一站式满足当地客户深度分析需求，期内公司推出形态选股、行业热力图、期权异动榜单等功能，同时持续夯实技术护城河，成为率先拿下新交所证券、衍生品交易及清算三项会员原则性批准（Approval-in-Principle）的互联网券商，切实践行本地化承诺。</p>\n<p>凭借良好的用户体验及安全可靠的服务，老虎证券新加坡子公司被《新加坡商业评论》授予“技术卓越奖”，并在资产托管方面获得亚洲知名杂志《财资》奖项认可，成为唯一入该榜的互联网券商。</p>\n<p><b>ESOP服务延伸至A股 上半年签约客户已超去年全年</b></p>\n<p>&nbsp;二季度，老虎证券持续深化一站式企业服务能力，以投行及ESOP（员工股权激励计划）为主的其他收入达1021万美元，同比增长301.5%。</p>\n<p>就ESOP业务来看，老虎证券季内新增51家客户，同比增长218.8%；上半年合计签约客户92家，已超去年全年。推出业务仅三年，老虎证券ESOP累计服务客户达216家，在增量市场保持强劲竞争力。</p>\n<p>&nbsp;值得注意的是，随着注册制改革的深入推进，实施股权激励的A股企业数量显著增加。二季度，老虎证券正式推出面向A股的全流程股权激励服务，期内服务千亿人民币以上市值客户3家、百亿人民币以上市值客户8家。至此，老虎证券ESOP服务实现美股、港股、A股企业全覆盖，可为两地上市或多主体不同资本市场上市的中大型企业提供一站式股权激励服务。</p>\n<p>同时，老虎证券继续升级系统功能，进一步提升ESOP服务深度和精度。二季度，公司完整上线Cap Table（股权结构）功能。在管理员端，该功能可帮助企业进行注册资本信息、融资轮次以及股权结构变化等数据的管理。在员工端，被激励对象可实时查看持股数量及比例，随时获取持有股份的价值信息。</p>\n<p>投行侧，老虎证券已累计为近200家企业客户提供投行、IR及PR服务，逐步形成从IPO、增发到大宗交易执行、销售的全服务矩阵，充分利用科技精准高效助力优质中国企业“走出去”。期内，公司参与21宗美港股IPO、增发及国际配售认购项目，其中承销14宗并再任牵头行，主导天美生物IPO。传统IPO外，公司发起并主承销的“TradeUP&nbsp;Global Corporation”为SEC会计新规发布后第一个完成上市且含认股权证的SPAC项目，具有行业标志性意义。</p>\n<p>增发方面，期内老虎证券独家执行阿特斯阳光电力集团1.5亿美元股票发行，成为首个在美国资本市场独家管理ATM（At-the-Market Offering）增发项目的华人券商。同期，公司完成1.8亿美元增发并再次创新，成为首家向普通投资者开放移动在线认购通道的互联网券商，赢得用户好评。</p>\n<p>此外，老虎证券继续发挥桥梁作用，通过企业号有效连接投资者与上市公司，助力中小投资者更便捷地获取企业重要信息。报告期内，老虎企业号新增时代天使、快手科技、涂鸦智能等37家明星美港股公司入驻，并数次成为企业向市场传递信息的首发平台。在老虎社区多重资源扶持下，期内小鹏汽车和容联云在新品发布和品牌升级时直接触达美港股投资者，实现超百万精准曝光。</p>\n<p><a href=\"https://ir.itiger.com/news-releases/news-release-details/fintech-holding-limited-reports-unaudited-second-quarter-2021\" target=\"_blank\">财报原文链接</a></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/96067be5b24af13171d17d71b4e2f22e","relate_stocks":{"TIGR":"老虎证券"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144889232","content_text":"美东时间9月10日盘前，老虎证券 公布了截至2021年6月30日的第二季度未经审计财报。财报显示，老虎证券二季度营收6023万美元，同比增长98.7%。\n截至二季度末，老虎证券全球开户客户数新增24.9万至164.9万，为去年同期近2倍；入金客户增至52.9万，单季新增入金人数为15.3万，为去年同期4.5倍，创历史单季最高增量，其中超六成来自海外，国际化战略成果显著。同时，客户资产增至239.3亿美元，为去年同期近3倍。客户交易规模达1020亿美元，为去年同期2.2倍，2021年上半年交易规模合计2258亿美元，已超去年全年总额。\n高速发展的国际化业务和持续领先的技术闭环能力进一步提升资本市场对老虎证券的认可。季度内，公司被纳入MSCI中国全股票指数，并获桥水、先锋领航、贝莱德等数十家国际对冲基金和资管机构建仓或加仓。\n老虎证券创始人及CEO巫天华表示：“二季度外部环境不确定性增多，但得益于公司良好的品牌效应，我们持续赢得更多全球客户的信赖，季度新增入金客户再破纪录，上半年新增入金客户已超历史总和。在新加坡，目前入金客户已突破20万大关，公司国际化取得里程碑式进展。核心经纪业务稳健发展的同时，我们进一步加码企业服务，如推出A股ESOP服务，帮助更多成长期企业激发内生动力。展望未来，我们将在扎实合规风控的基础上不断迭代技术，提升产品和服务竞争力，为全球零售客户、机构及企业客户提供更高效、便捷的服务。”\nQ2新增入金客户创历史单季最高增量 上半年新增入金客户数超历史总和\n第二季度，老虎证券继续聚焦核心技术能力建设，不断丰富产品矩阵，在零售经纪市场中保持领先地位。期内，公司佣金及利息相关收入5002万美元，同比增长80.2%；交易规模达1020亿美元，同比增长118.2%。\n报告期内，老虎证券持续迭代交易体验，上线期权异动、OTC行情、期权未平仓曲线、资金变动明细等实用功能。同时，公司继续降低投资门槛，二季度每月分别推出道琼指数期货、A50+SG人民币期货、港交所全部股指期货的免佣活动，获得客户积极参与。\n打新方面，本季度老虎证券推出奈雪的茶、京东物流、BOSS直聘等29只美港股打新。为了进一步提高投资者的资金使用效率，公司在港股侧将20倍杠杆常规化，在美股侧推出IPO中签券。得益于不断优化的打新体验，二季度打新参与总人数同比增长163.5%。 \n财富管理方面，公司资产管理规模（AUM）同比上涨149.0%。期内，公司新上线48支全球知名基金，其中包括首批新币基金，产品体系更趋国际化、多元化。此外，公司进一步升级定投服务，推出目标投功能，助力投资者灵活止盈卖出。\n技术侧，公司加速核心中后台技术自主化，截至二季度末已实现超50%客户美股订单的自清算，持续保持行业技术领先。\n财报显示，在上季度新增入金客户创新高的基础上，老虎证券本季度新增入金客户达15.3万，环比增长30.4%，再创历史最高单季增长纪录。至此，公司2021年上半年新增入金客户数达27万，超历史总和，并已完成全年35万入金客户指引的77%。为进一步提升公司全球市场份额，期内公司持续加大在研发、服务、营销、自清算等方面的投入，Non-GAAP净亏损为435万美元。\n超六成新增入金客户来自海外 新加坡迎20万入金客户里程碑\n 老虎证券国际化战略自去年启动以来，延续亮眼表现，期内新增入金客户中，海外市场客户占比超60%。\n在新加坡，老虎证券入金客户数目前已破20万大关，继续扩大市场份额保持领先。为了更好一站式满足当地客户深度分析需求，期内公司推出形态选股、行业热力图、期权异动榜单等功能，同时持续夯实技术护城河，成为率先拿下新交所证券、衍生品交易及清算三项会员原则性批准（Approval-in-Principle）的互联网券商，切实践行本地化承诺。\n凭借良好的用户体验及安全可靠的服务，老虎证券新加坡子公司被《新加坡商业评论》授予“技术卓越奖”，并在资产托管方面获得亚洲知名杂志《财资》奖项认可，成为唯一入该榜的互联网券商。\nESOP服务延伸至A股 上半年签约客户已超去年全年\n 二季度，老虎证券持续深化一站式企业服务能力，以投行及ESOP（员工股权激励计划）为主的其他收入达1021万美元，同比增长301.5%。\n就ESOP业务来看，老虎证券季内新增51家客户，同比增长218.8%；上半年合计签约客户92家，已超去年全年。推出业务仅三年，老虎证券ESOP累计服务客户达216家，在增量市场保持强劲竞争力。\n 值得注意的是，随着注册制改革的深入推进，实施股权激励的A股企业数量显著增加。二季度，老虎证券正式推出面向A股的全流程股权激励服务，期内服务千亿人民币以上市值客户3家、百亿人民币以上市值客户8家。至此，老虎证券ESOP服务实现美股、港股、A股企业全覆盖，可为两地上市或多主体不同资本市场上市的中大型企业提供一站式股权激励服务。\n同时，老虎证券继续升级系统功能，进一步提升ESOP服务深度和精度。二季度，公司完整上线Cap Table（股权结构）功能。在管理员端，该功能可帮助企业进行注册资本信息、融资轮次以及股权结构变化等数据的管理。在员工端，被激励对象可实时查看持股数量及比例，随时获取持有股份的价值信息。\n投行侧，老虎证券已累计为近200家企业客户提供投行、IR及PR服务，逐步形成从IPO、增发到大宗交易执行、销售的全服务矩阵，充分利用科技精准高效助力优质中国企业“走出去”。期内，公司参与21宗美港股IPO、增发及国际配售认购项目，其中承销14宗并再任牵头行，主导天美生物IPO。传统IPO外，公司发起并主承销的“TradeUP Global Corporation”为SEC会计新规发布后第一个完成上市且含认股权证的SPAC项目，具有行业标志性意义。\n增发方面，期内老虎证券独家执行阿特斯阳光电力集团1.5亿美元股票发行，成为首个在美国资本市场独家管理ATM（At-the-Market Offering）增发项目的华人券商。同期，公司完成1.8亿美元增发并再次创新，成为首家向普通投资者开放移动在线认购通道的互联网券商，赢得用户好评。\n此外，老虎证券继续发挥桥梁作用，通过企业号有效连接投资者与上市公司，助力中小投资者更便捷地获取企业重要信息。报告期内，老虎企业号新增时代天使、快手科技、涂鸦智能等37家明星美港股公司入驻，并数次成为企业向市场传递信息的首发平台。在老虎社区多重资源扶持下，期内小鹏汽车和容联云在新品发布和品牌升级时直接触达美港股投资者，实现超百万精准曝光。\n财报原文链接","news_type":1},"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889204146,"gmtCreate":1631149044985,"gmtModify":1676530479797,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/889204146","repostId":"1140686239","repostType":2,"repost":{"id":"1140686239","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":1631145384,"share":"https://www.laohu8.com/m/news/1140686239?lang=&edition=full","pubTime":"2021-09-09 07:56","market":"hk","language":"zh","title":"昨夜今晨：褐皮书揭示美国经济困境！三大股指收跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1140686239","media":"老虎资讯综合","summary":"摘要：①美股三大股指齐跌，高盛等华尔街大行发出警告，美股面临回调风险；②热门中概股周三收盘普遍下滑，教育股、游戏股走低；③摩根大通切入汽车业“支付宝”赛道，收购大众金融支付业务多数股权。\n\n海外市场\n","content":"<blockquote>\n 摘要：①美股三大股指齐跌，<a href=\"https://laohu8.com/S/GS\">高盛</a>等华尔街大行发出警告，美股面临回调风险；②热门中概股周三收盘普遍下滑，教育股、游戏股走低；③<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>切入汽车业“支付宝”赛道，收购大众金融支付业务多数股权。\n</blockquote>\n<p>海外市场</p>\n<p><b>1、美股三大股指齐跌、投行警告声不绝于耳</b></p>\n<p>美国股市收低，因市场担心delta冠状病毒变种可能阻碍经济复苏，且美联储何时可能撤回宽松政策存在不确定性。道琼斯指数下跌0.2%，标准普尔500指数下跌0.1%。以科技股为主的纳斯达克综合指数下跌近0.6%，为五日来首次下跌。据外媒报道，华尔街发出越来越响亮的警告：美股这轮大牛市正面临回调的考验。<a href=\"https://laohu8.com/S/GS\">高盛</a>集团、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>和花旗集团的策略师发布了最新预测，认为可能会出现负面冲击以打乱股市的连涨势头。</p>\n<p><b>2、热门中概股周三收盘普遍下滑 教育股、游戏股走低</b></p>\n<p>热门中概股周三收盘普遍下滑，教育股跌幅居前，网络游戏股、新能源汽车股、区块链概念股走低。</p>\n<p>教育股中，<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌近13%，一起教育跌超9%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超7%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/STG\">尚德机构</a>跌超6%，<a href=\"https://laohu8.com/S/NTES\">网易</a>有道跌超3%。新能源汽车股中，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超6%。</p>\n<p><b>3、欧洲央行会议拖累大盘！航空股攀升 医药股表现最差</b></p>\n<p>欧洲股市周三下跌，这一走势与全球市场保持一致。全球经济增长放缓影响了投资者的情绪，同时投资者担心欧洲央行周四会议可能缩减购债计划。</p>\n<p>泛欧斯托克600指数收盘下跌4.68点，跌幅0.99%，报468.19点。</p>\n<p><b>4、两大原油期货价格攀升 飓风“艾达”影响挥之不去</b></p>\n<p>因美国墨西哥湾区在艾达飓风过后恢复产能方面进展缓慢，周三两大原油期货价格攀升。</p>\n<p>截至收盘，美国WTI原油10月原油期货收涨100美分，涨幅1.46%，报69.35美元/桶；布伦特11月期货收涨98美分，涨幅1.37%，报72.67美元/桶。</p>\n<p><b>5、黄金跌至两周低点、这一贵金属大跌5%</b></p>\n<p>金价跌至两周低点，因美元走强上升，盖过了对全球经济成长忧虑加深对金价的提振。</p>\n<p>美市尾盘，现货黄金收报1789.09美元/盎司，下跌5.07美元或0.28%，日内最低触及1782.23美元/盎司，为8月26日以来的最低水平，较日高大幅回落近20美元。</p>\n<p>国际宏观</p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/2166974033\" target=\"_blank\"><b>美财长耶伦敦促国会尽快提高政府债务上限 否则10月或将违约</b></a></p>\n<p>美国财政部部长耶伦当地时间8日致信国会领袖，要求国会尽快采取行动提高联邦政府债务上限或暂停其生效，目前财政部正在采取的非常规措施将可能在10月耗尽，届时政府将面临债务违约。耶伦在信中说，因为存在不确定性，很难确定非常规现金管理措施何时耗尽，根据当前评估，最可能的结果是在10月耗尽。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/2166397715\" target=\"_blank\"><b>美联储褐皮书：经济增长放缓至温和水平 通胀居高不下</b></a></p>\n<p>周三发布的美联储褐皮书调查报告称，美国经济增长在7月初至8月略微放缓至温和水平，通胀高位企稳。供应短缺，包括有限的汽车和待售房屋库存，也导致经济从今年早些时候的增长步伐中回落。报告称，所有联储辖区继续报告就业总体增长，但创造就业的速度从轻微到强劲不等。通胀保持高位企稳，有一半地区认为物价上涨速度强劲。</p>\n<p><b>3、</b><a href=\"https://laohu8.com/NW/2166920394\" target=\"_blank\"><b>资深经济学家斯蒂格利茨：美联储主席鲍威尔应该下台</b></a></p>\n<p>据路透社9月8日的报道，国际经济协会前主席、诺贝尔经济学奖得主约瑟夫·斯蒂格利茨在接受采访时表示，美国总统拜登不应该提名杰罗姆·鲍威尔担任美联储主席，美联储的领导层目前需要重塑。斯蒂格利茨表示，拜登应该关注鲍威尔在金融监管方面的“宽松”，以及他不愿将气候相关问题纳入美联储的银行监管。</p>\n<p><b>4、</b><a href=\"https://laohu8.com/NW/2166239283\" target=\"_blank\"><b>美国7月份职位空缺达1093万个 连续5个月创新高</b></a></p>\n<p>美国福克斯新闻当地时间9月8日报道，根据劳工部的职位空缺和劳动力流动调查(JOLTS)，美国7月经季节性调整后的职位空缺数量增加了74.9万个，总数达到了1093.4万个，连续第5个月创造新高。</p>\n<p><b>5、</b><a href=\"https://laohu8.com/NW/2166539409\" target=\"_blank\"><b>美联储威廉姆斯：今年晚些时候开始减码购债可能是合适的</b></a></p>\n<p>纽约联邦储备银行行长约翰-<a href=\"https://laohu8.com/S/WMB\">威廉姆斯</a>周三表示，如果美国经济继续改善，美联储在今年晚些时候开始放缓资产购买步伐可能是合适的。</p>\n<p><b>6、二季度<a href=\"https://laohu8.com/S/BAC\">美国银行</a>业利润降至704亿美元 环比下滑8.3%</b></p>\n<p>美国联邦存款保险公司周三报告称，由于企业放缓了减少信贷损失准备金的步伐，<a href=\"https://laohu8.com/S/BAC\">美国银行</a>业利润在二季度下降8.3%，至704亿美元。</p>\n<p>虽然利润仍显著高于一年前——较2020年二季度增长281%——但银行放缓了收缩在新冠疫情高峰期建立的巨大缓冲的速度。银行业在一季度录得了768亿美元的利润。</p>\n<p><b>7、英国央行行长：收紧货币政策的最低门槛已经达到</b></p>\n<p>英国央行行长贝利表示，与其他一些官员一样，他也认为收紧货币政策的最低标准已经达到，这一表态可能会强化市场对英国央行明年加息的预期。</p>\n<p>贝利周三在议会表示，在8月会议上，央行官员对于是否有明确证据表明经济正在消除闲置产能并“可持续”实现2%通胀目标存在分歧，而且两派人数基本相当。</p>\n<p>市场观点</p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/2165539946\" target=\"_blank\"><b>高盛等华尔街大行发出警告：美股面临回调风险</b></a></p>\n<p>华尔街发出越来越响亮的警告：美股这轮大牛市正面临回调的考验。高盛集团、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>和花旗集团的策略师发布了最新预测，认为可能会出现负面冲击以打乱股市的连涨势头。德尔塔毒株蔓延、全球经济复苏疲软或央行退出刺激政策，都会带来风险。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/2165955223\" target=\"_blank\"><b>美国三季度经济增速或减半 大摩“空头式”预警将应验？</b></a></p>\n<p>随着美国结束劳工节假期，对疫情的担忧再次成为了打压市场情绪的利空因素，与经济复苏相关的周期性板块遭遇抛压，基准10年期美债收益率回升至近两个月高位的1.37%。在疫情对经济数据的影响逐渐显现的背景下，近期多家机构调整了美国三季度增速预期，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>则发布报告，预警年底前标普500指数或出现最多15%的回调。</p>\n<p><b>3、</b><a href=\"https://laohu8.com/NW/2166394001\" target=\"_blank\"><b>债券交易员押注欧洲央行不会在减码上有大动作</b></a></p>\n<p>债券交易员押注欧洲央行行长克里斯蒂娜·拉加德周四会尽量不给市场带来“惊吓”。过去三个月，10年期意大利国债相对同期限德国国债的收益率溢价基本维持在略超过100基点的水平。但尽管如此，越来越多市场人士猜测欧洲央行将开始缩减疫情期间推出的刺激措施。</p>\n<p>公司新闻</p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/2166039053\" target=\"_blank\"><b>游戏驿站二季度亏损收窄 宣称不提供业绩指引 盘后大跌10%</b></a></p>\n<p>视频游戏零售商<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>周三盘后发布的二季度财报显示销售额较上年同期增长、亏损收窄，但该公司在电话会议中称“不提供业绩指引、也不回答提问”，令其股价盘后跌幅一度超过10%。财报显示，<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>二季度净亏损6160万美元，或每股亏损0.85美元，上年同期亏损1.113亿美元，或每股亏损1.71美元。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/2166039431\" target=\"_blank\"><b>高通CEO：愿与代工厂在欧洲展开合作 芯片短缺问题明年基本解决</b></a></p>\n<p>据报道，<a href=\"https://laohu8.com/S/QCOM\">高通</a>公司CEO里斯蒂亚诺·安蒙今日表示，如果欧盟的汽车芯片生产激励计划能够吸引到合适的代工厂商，<a href=\"https://laohu8.com/S/QCOM\">高通</a>也愿意与它们在欧洲展开合作。</p>\n<p>安蒙在慕尼黑举行的IAA车展上表示，欧洲的代工厂现在正大规模生产半导体，但关于投资“尖端技术”的辩论正在进行中，高通对此很感兴趣。</p>\n<p><b>3、</b><a href=\"https://laohu8.com/NW/2165362952\" target=\"_blank\"><b>PayPal加速布局日本市场 斥资27亿美元收购在线支付独角兽</b></a></p>\n<p>美国支付巨头<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>周三表示，将以27亿美元的现金交易收购日本Paidy公司，从而扩大其在日本支付领域的布局。</p>\n<p><a href=\"https://laohu8.com/S/PYPL\">PayPal</a>表示，此次收购预计将在第四季（10-12月）完成，主要以现金的方式进行收购。</p>\n<p><b>4、</b><a href=\"https://laohu8.com/NW/2165362953\" target=\"_blank\"><b>微软收购在线视频编辑公司 以后学习Office还要会剪视频了?</b></a></p>\n<p>科技巨头<a href=\"https://laohu8.com/S/MSFT\">微软</a>周二表示，已经收购了在线视频编辑软件初创公司Clipchamp，但没有披露该交易的具体条款。</p>\n<p>根据Crunchbase的数据，公司已经筹集了约1530万美元的资金，现有投资者包括Ten13和Tola Capital。</p>\n<p><b>5、</b><a href=\"https://laohu8.com/NW/2165398565\" target=\"_blank\"><b>“元宇宙”大火之美国现象：脸书、微软等巨头早已热情拥抱新浪潮</b></a></p>\n<p>在美国，<a href=\"https://laohu8.com/S/FB\">Facebook</a>、微软等科技巨头早已经热情拥抱“元宇宙”概念。在他们看来，虚拟现实和“元宇宙”可能已经是一股不可阻挡的的大潮，问题只在于它真正到来的时间早晚罢了。<a href=\"https://laohu8.com/S/FB\">Facebook</a>可能是全球最先牵手“元宇宙”概念的科技巨头。早在2014年，<a href=\"https://laohu8.com/S/FB\">Facebook</a>收购VR设备公司Oculus时，扎克伯格就曾在声明中提到，<a href=\"https://laohu8.com/S/FB\">Facebook</a>正在“为未来的新平台做准备”。</p>\n<p><b>6、</b><a href=\"https://laohu8.com/NW/2166390186\" target=\"_blank\"><b>大火的“元宇宙”要凉？龙头预警 TA却在憋大招？</b></a></p>\n<p>9月8日，中央宣传部、国家新闻出版署有关负责人会同中央网信办、文化和旅游部等部门，对<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>等重点网络游戏企业和游戏账号租售平台、游戏直播平台进行约谈。约谈强调，要强化“氪金”管控，杜绝擅自变更游戏内容、违规运营游戏等行为，坚决遏制“唯金钱”“唯流量”等错误倾向，下决心改变诱导玩家沉迷的各类规则和玩法设计。</p>\n<p>早在今年3月，元宇宙概念的游戏公司Roblox登陆纽交所，首日股价大涨54.4%，市值超过400亿美元，引发市场高度关注。最近元宇宙爆发，可能跟Facebook的动作有一定关系。</p>\n<p><b>7、</b><a href=\"https://laohu8.com/NW/2165398568\" target=\"_blank\"><b>切入汽车业“支付宝”赛道 摩根大通收购大众金融支付业务多数股权</b></a></p>\n<p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>银行周三宣布与大众汽车金融集团达成战略合作，并计划收购其支付业务Volkswagen Payments S.A.的多数股权。</p>\n<p>公告中华尔街巨头表示将持有支付公司近75%的股权，但并未披露涉及的交易金额。</p>\n<p><b>8、</b><a href=\"https://laohu8.com/NW/2165367701\" target=\"_blank\"><b>关注差异化核心资产 赛诺菲溢价80%收购免疫药物开发商Kadmon</b></a></p>\n<p>法国制药巨头<a href=\"https://laohu8.com/S/0O59.UK\">赛诺菲</a>周三发布公告称，已经与美国制药公司Kadmon达成最终收购协议，双方董事会已经一致批准这笔交易。</p>\n<p><a href=\"https://laohu8.com/S/0O59.UK\">赛诺菲</a>确认，将以每股9.5美元的价格收购Kadmon普通股，对应估值为19亿美元，交易将以全现金的方式进行。按照Kadmon周二收盘价5.3美元计算，交易溢价率为79%。</p>\n<p><b>9、</b><a href=\"https://laohu8.com/NW/2166390676\" target=\"_blank\"><b>遭SEC威胁起诉后，Coinbase回怼：诉讼应是最后手段，而不是第一手段</b></a></p>\n<p>在Coinbase因计划推出加密货币“借贷”产品而遭SEC警告后，该公司首席执行官Brian Armstrong指责SEC的行为“太粗暴”。Armstrong在推特上表示，如果SEC试图关闭其新借贷产品，将会创造一个不公平的市场。该产品将允许消费者从其持有的加密货币中赚取利息。“通过诉讼进行监管应该是SEC的最后手段，而不是第一手段。”</p>\n<p><b>10、</b><a href=\"https://laohu8.com/NW/1185835435\" target=\"_blank\"><b>Lululemon财报超预期！盘后涨逾13%</b></a></p>\n<p>美东时间9月8日周三美股盘后，Lululemon<a href=\"https://laohu8.com/S/LULU\">$(LULU)$</a>公布了2021财年第二季度财报。财报显示，Q2公司净营收为14.51亿美元，同比增长61%;净利润为2.08亿美元，去年同期为8680万美元，同比增长140%;摊薄后每股收益为1.59美元，去年同期为0.66美元。</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>昨夜今晨：褐皮书揭示美国经济困境！三大股指收跌</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨：褐皮书揭示美国经济困境！三大股指收跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-09-09 07:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要：①美股三大股指齐跌，<a href=\"https://laohu8.com/S/GS\">高盛</a>等华尔街大行发出警告，美股面临回调风险；②热门中概股周三收盘普遍下滑，教育股、游戏股走低；③<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>切入汽车业“支付宝”赛道，收购大众金融支付业务多数股权。\n</blockquote>\n<p>海外市场</p>\n<p><b>1、美股三大股指齐跌、投行警告声不绝于耳</b></p>\n<p>美国股市收低，因市场担心delta冠状病毒变种可能阻碍经济复苏，且美联储何时可能撤回宽松政策存在不确定性。道琼斯指数下跌0.2%，标准普尔500指数下跌0.1%。以科技股为主的纳斯达克综合指数下跌近0.6%，为五日来首次下跌。据外媒报道，华尔街发出越来越响亮的警告：美股这轮大牛市正面临回调的考验。<a href=\"https://laohu8.com/S/GS\">高盛</a>集团、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>和花旗集团的策略师发布了最新预测，认为可能会出现负面冲击以打乱股市的连涨势头。</p>\n<p><b>2、热门中概股周三收盘普遍下滑 教育股、游戏股走低</b></p>\n<p>热门中概股周三收盘普遍下滑，教育股跌幅居前，网络游戏股、新能源汽车股、区块链概念股走低。</p>\n<p>教育股中，<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌近13%，一起教育跌超9%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超7%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/STG\">尚德机构</a>跌超6%，<a href=\"https://laohu8.com/S/NTES\">网易</a>有道跌超3%。新能源汽车股中，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超6%。</p>\n<p><b>3、欧洲央行会议拖累大盘！航空股攀升 医药股表现最差</b></p>\n<p>欧洲股市周三下跌，这一走势与全球市场保持一致。全球经济增长放缓影响了投资者的情绪，同时投资者担心欧洲央行周四会议可能缩减购债计划。</p>\n<p>泛欧斯托克600指数收盘下跌4.68点，跌幅0.99%，报468.19点。</p>\n<p><b>4、两大原油期货价格攀升 飓风“艾达”影响挥之不去</b></p>\n<p>因美国墨西哥湾区在艾达飓风过后恢复产能方面进展缓慢，周三两大原油期货价格攀升。</p>\n<p>截至收盘，美国WTI原油10月原油期货收涨100美分，涨幅1.46%，报69.35美元/桶；布伦特11月期货收涨98美分，涨幅1.37%，报72.67美元/桶。</p>\n<p><b>5、黄金跌至两周低点、这一贵金属大跌5%</b></p>\n<p>金价跌至两周低点，因美元走强上升，盖过了对全球经济成长忧虑加深对金价的提振。</p>\n<p>美市尾盘，现货黄金收报1789.09美元/盎司，下跌5.07美元或0.28%，日内最低触及1782.23美元/盎司，为8月26日以来的最低水平，较日高大幅回落近20美元。</p>\n<p>国际宏观</p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/2166974033\" target=\"_blank\"><b>美财长耶伦敦促国会尽快提高政府债务上限 否则10月或将违约</b></a></p>\n<p>美国财政部部长耶伦当地时间8日致信国会领袖，要求国会尽快采取行动提高联邦政府债务上限或暂停其生效，目前财政部正在采取的非常规措施将可能在10月耗尽，届时政府将面临债务违约。耶伦在信中说，因为存在不确定性，很难确定非常规现金管理措施何时耗尽，根据当前评估，最可能的结果是在10月耗尽。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/2166397715\" target=\"_blank\"><b>美联储褐皮书：经济增长放缓至温和水平 通胀居高不下</b></a></p>\n<p>周三发布的美联储褐皮书调查报告称，美国经济增长在7月初至8月略微放缓至温和水平，通胀高位企稳。供应短缺，包括有限的汽车和待售房屋库存，也导致经济从今年早些时候的增长步伐中回落。报告称，所有联储辖区继续报告就业总体增长，但创造就业的速度从轻微到强劲不等。通胀保持高位企稳，有一半地区认为物价上涨速度强劲。</p>\n<p><b>3、</b><a href=\"https://laohu8.com/NW/2166920394\" target=\"_blank\"><b>资深经济学家斯蒂格利茨：美联储主席鲍威尔应该下台</b></a></p>\n<p>据路透社9月8日的报道，国际经济协会前主席、诺贝尔经济学奖得主约瑟夫·斯蒂格利茨在接受采访时表示，美国总统拜登不应该提名杰罗姆·鲍威尔担任美联储主席，美联储的领导层目前需要重塑。斯蒂格利茨表示，拜登应该关注鲍威尔在金融监管方面的“宽松”，以及他不愿将气候相关问题纳入美联储的银行监管。</p>\n<p><b>4、</b><a href=\"https://laohu8.com/NW/2166239283\" target=\"_blank\"><b>美国7月份职位空缺达1093万个 连续5个月创新高</b></a></p>\n<p>美国福克斯新闻当地时间9月8日报道，根据劳工部的职位空缺和劳动力流动调查(JOLTS)，美国7月经季节性调整后的职位空缺数量增加了74.9万个，总数达到了1093.4万个，连续第5个月创造新高。</p>\n<p><b>5、</b><a href=\"https://laohu8.com/NW/2166539409\" target=\"_blank\"><b>美联储威廉姆斯：今年晚些时候开始减码购债可能是合适的</b></a></p>\n<p>纽约联邦储备银行行长约翰-<a href=\"https://laohu8.com/S/WMB\">威廉姆斯</a>周三表示，如果美国经济继续改善，美联储在今年晚些时候开始放缓资产购买步伐可能是合适的。</p>\n<p><b>6、二季度<a href=\"https://laohu8.com/S/BAC\">美国银行</a>业利润降至704亿美元 环比下滑8.3%</b></p>\n<p>美国联邦存款保险公司周三报告称，由于企业放缓了减少信贷损失准备金的步伐，<a href=\"https://laohu8.com/S/BAC\">美国银行</a>业利润在二季度下降8.3%，至704亿美元。</p>\n<p>虽然利润仍显著高于一年前——较2020年二季度增长281%——但银行放缓了收缩在新冠疫情高峰期建立的巨大缓冲的速度。银行业在一季度录得了768亿美元的利润。</p>\n<p><b>7、英国央行行长：收紧货币政策的最低门槛已经达到</b></p>\n<p>英国央行行长贝利表示，与其他一些官员一样，他也认为收紧货币政策的最低标准已经达到，这一表态可能会强化市场对英国央行明年加息的预期。</p>\n<p>贝利周三在议会表示，在8月会议上，央行官员对于是否有明确证据表明经济正在消除闲置产能并“可持续”实现2%通胀目标存在分歧，而且两派人数基本相当。</p>\n<p>市场观点</p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/2165539946\" target=\"_blank\"><b>高盛等华尔街大行发出警告：美股面临回调风险</b></a></p>\n<p>华尔街发出越来越响亮的警告：美股这轮大牛市正面临回调的考验。高盛集团、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>和花旗集团的策略师发布了最新预测，认为可能会出现负面冲击以打乱股市的连涨势头。德尔塔毒株蔓延、全球经济复苏疲软或央行退出刺激政策，都会带来风险。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/2165955223\" target=\"_blank\"><b>美国三季度经济增速或减半 大摩“空头式”预警将应验？</b></a></p>\n<p>随着美国结束劳工节假期，对疫情的担忧再次成为了打压市场情绪的利空因素，与经济复苏相关的周期性板块遭遇抛压，基准10年期美债收益率回升至近两个月高位的1.37%。在疫情对经济数据的影响逐渐显现的背景下，近期多家机构调整了美国三季度增速预期，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>则发布报告，预警年底前标普500指数或出现最多15%的回调。</p>\n<p><b>3、</b><a href=\"https://laohu8.com/NW/2166394001\" target=\"_blank\"><b>债券交易员押注欧洲央行不会在减码上有大动作</b></a></p>\n<p>债券交易员押注欧洲央行行长克里斯蒂娜·拉加德周四会尽量不给市场带来“惊吓”。过去三个月，10年期意大利国债相对同期限德国国债的收益率溢价基本维持在略超过100基点的水平。但尽管如此，越来越多市场人士猜测欧洲央行将开始缩减疫情期间推出的刺激措施。</p>\n<p>公司新闻</p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/2166039053\" target=\"_blank\"><b>游戏驿站二季度亏损收窄 宣称不提供业绩指引 盘后大跌10%</b></a></p>\n<p>视频游戏零售商<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>周三盘后发布的二季度财报显示销售额较上年同期增长、亏损收窄，但该公司在电话会议中称“不提供业绩指引、也不回答提问”，令其股价盘后跌幅一度超过10%。财报显示，<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>二季度净亏损6160万美元，或每股亏损0.85美元，上年同期亏损1.113亿美元，或每股亏损1.71美元。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/2166039431\" target=\"_blank\"><b>高通CEO：愿与代工厂在欧洲展开合作 芯片短缺问题明年基本解决</b></a></p>\n<p>据报道，<a href=\"https://laohu8.com/S/QCOM\">高通</a>公司CEO里斯蒂亚诺·安蒙今日表示，如果欧盟的汽车芯片生产激励计划能够吸引到合适的代工厂商，<a href=\"https://laohu8.com/S/QCOM\">高通</a>也愿意与它们在欧洲展开合作。</p>\n<p>安蒙在慕尼黑举行的IAA车展上表示，欧洲的代工厂现在正大规模生产半导体，但关于投资“尖端技术”的辩论正在进行中，高通对此很感兴趣。</p>\n<p><b>3、</b><a href=\"https://laohu8.com/NW/2165362952\" target=\"_blank\"><b>PayPal加速布局日本市场 斥资27亿美元收购在线支付独角兽</b></a></p>\n<p>美国支付巨头<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>周三表示，将以27亿美元的现金交易收购日本Paidy公司，从而扩大其在日本支付领域的布局。</p>\n<p><a href=\"https://laohu8.com/S/PYPL\">PayPal</a>表示，此次收购预计将在第四季（10-12月）完成，主要以现金的方式进行收购。</p>\n<p><b>4、</b><a href=\"https://laohu8.com/NW/2165362953\" target=\"_blank\"><b>微软收购在线视频编辑公司 以后学习Office还要会剪视频了?</b></a></p>\n<p>科技巨头<a href=\"https://laohu8.com/S/MSFT\">微软</a>周二表示，已经收购了在线视频编辑软件初创公司Clipchamp，但没有披露该交易的具体条款。</p>\n<p>根据Crunchbase的数据，公司已经筹集了约1530万美元的资金，现有投资者包括Ten13和Tola Capital。</p>\n<p><b>5、</b><a href=\"https://laohu8.com/NW/2165398565\" target=\"_blank\"><b>“元宇宙”大火之美国现象：脸书、微软等巨头早已热情拥抱新浪潮</b></a></p>\n<p>在美国，<a href=\"https://laohu8.com/S/FB\">Facebook</a>、微软等科技巨头早已经热情拥抱“元宇宙”概念。在他们看来，虚拟现实和“元宇宙”可能已经是一股不可阻挡的的大潮，问题只在于它真正到来的时间早晚罢了。<a href=\"https://laohu8.com/S/FB\">Facebook</a>可能是全球最先牵手“元宇宙”概念的科技巨头。早在2014年，<a href=\"https://laohu8.com/S/FB\">Facebook</a>收购VR设备公司Oculus时，扎克伯格就曾在声明中提到，<a href=\"https://laohu8.com/S/FB\">Facebook</a>正在“为未来的新平台做准备”。</p>\n<p><b>6、</b><a href=\"https://laohu8.com/NW/2166390186\" target=\"_blank\"><b>大火的“元宇宙”要凉？龙头预警 TA却在憋大招？</b></a></p>\n<p>9月8日，中央宣传部、国家新闻出版署有关负责人会同中央网信办、文化和旅游部等部门，对<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>等重点网络游戏企业和游戏账号租售平台、游戏直播平台进行约谈。约谈强调，要强化“氪金”管控，杜绝擅自变更游戏内容、违规运营游戏等行为，坚决遏制“唯金钱”“唯流量”等错误倾向，下决心改变诱导玩家沉迷的各类规则和玩法设计。</p>\n<p>早在今年3月，元宇宙概念的游戏公司Roblox登陆纽交所，首日股价大涨54.4%，市值超过400亿美元，引发市场高度关注。最近元宇宙爆发，可能跟Facebook的动作有一定关系。</p>\n<p><b>7、</b><a href=\"https://laohu8.com/NW/2165398568\" target=\"_blank\"><b>切入汽车业“支付宝”赛道 摩根大通收购大众金融支付业务多数股权</b></a></p>\n<p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>银行周三宣布与大众汽车金融集团达成战略合作，并计划收购其支付业务Volkswagen Payments S.A.的多数股权。</p>\n<p>公告中华尔街巨头表示将持有支付公司近75%的股权，但并未披露涉及的交易金额。</p>\n<p><b>8、</b><a href=\"https://laohu8.com/NW/2165367701\" target=\"_blank\"><b>关注差异化核心资产 赛诺菲溢价80%收购免疫药物开发商Kadmon</b></a></p>\n<p>法国制药巨头<a href=\"https://laohu8.com/S/0O59.UK\">赛诺菲</a>周三发布公告称，已经与美国制药公司Kadmon达成最终收购协议，双方董事会已经一致批准这笔交易。</p>\n<p><a href=\"https://laohu8.com/S/0O59.UK\">赛诺菲</a>确认，将以每股9.5美元的价格收购Kadmon普通股，对应估值为19亿美元，交易将以全现金的方式进行。按照Kadmon周二收盘价5.3美元计算，交易溢价率为79%。</p>\n<p><b>9、</b><a href=\"https://laohu8.com/NW/2166390676\" target=\"_blank\"><b>遭SEC威胁起诉后，Coinbase回怼：诉讼应是最后手段，而不是第一手段</b></a></p>\n<p>在Coinbase因计划推出加密货币“借贷”产品而遭SEC警告后，该公司首席执行官Brian Armstrong指责SEC的行为“太粗暴”。Armstrong在推特上表示，如果SEC试图关闭其新借贷产品，将会创造一个不公平的市场。该产品将允许消费者从其持有的加密货币中赚取利息。“通过诉讼进行监管应该是SEC的最后手段，而不是第一手段。”</p>\n<p><b>10、</b><a href=\"https://laohu8.com/NW/1185835435\" target=\"_blank\"><b>Lululemon财报超预期！盘后涨逾13%</b></a></p>\n<p>美东时间9月8日周三美股盘后，Lululemon<a href=\"https://laohu8.com/S/LULU\">$(LULU)$</a>公布了2021财年第二季度财报。财报显示，Q2公司净营收为14.51亿美元，同比增长61%;净利润为2.08亿美元，去年同期为8680万美元，同比增长140%;摊薄后每股收益为1.59美元，去年同期为0.66美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140686239","content_text":"摘要：①美股三大股指齐跌，高盛等华尔街大行发出警告，美股面临回调风险；②热门中概股周三收盘普遍下滑，教育股、游戏股走低；③摩根大通切入汽车业“支付宝”赛道，收购大众金融支付业务多数股权。\n\n海外市场\n1、美股三大股指齐跌、投行警告声不绝于耳\n美国股市收低，因市场担心delta冠状病毒变种可能阻碍经济复苏，且美联储何时可能撤回宽松政策存在不确定性。道琼斯指数下跌0.2%，标准普尔500指数下跌0.1%。以科技股为主的纳斯达克综合指数下跌近0.6%，为五日来首次下跌。据外媒报道，华尔街发出越来越响亮的警告：美股这轮大牛市正面临回调的考验。高盛集团、摩根士丹利和花旗集团的策略师发布了最新预测，认为可能会出现负面冲击以打乱股市的连涨势头。\n2、热门中概股周三收盘普遍下滑 教育股、游戏股走低\n热门中概股周三收盘普遍下滑，教育股跌幅居前，网络游戏股、新能源汽车股、区块链概念股走低。\n教育股中，高途跌近13%，一起教育跌超9%，好未来跌超7%，新东方、尚德机构跌超6%，网易有道跌超3%。新能源汽车股中，蔚来汽车、小鹏汽车跌超6%。\n3、欧洲央行会议拖累大盘！航空股攀升 医药股表现最差\n欧洲股市周三下跌，这一走势与全球市场保持一致。全球经济增长放缓影响了投资者的情绪，同时投资者担心欧洲央行周四会议可能缩减购债计划。\n泛欧斯托克600指数收盘下跌4.68点，跌幅0.99%，报468.19点。\n4、两大原油期货价格攀升 飓风“艾达”影响挥之不去\n因美国墨西哥湾区在艾达飓风过后恢复产能方面进展缓慢，周三两大原油期货价格攀升。\n截至收盘，美国WTI原油10月原油期货收涨100美分，涨幅1.46%，报69.35美元/桶；布伦特11月期货收涨98美分，涨幅1.37%，报72.67美元/桶。\n5、黄金跌至两周低点、这一贵金属大跌5%\n金价跌至两周低点，因美元走强上升，盖过了对全球经济成长忧虑加深对金价的提振。\n美市尾盘，现货黄金收报1789.09美元/盎司，下跌5.07美元或0.28%，日内最低触及1782.23美元/盎司，为8月26日以来的最低水平，较日高大幅回落近20美元。\n国际宏观\n1、美财长耶伦敦促国会尽快提高政府债务上限 否则10月或将违约\n美国财政部部长耶伦当地时间8日致信国会领袖，要求国会尽快采取行动提高联邦政府债务上限或暂停其生效，目前财政部正在采取的非常规措施将可能在10月耗尽，届时政府将面临债务违约。耶伦在信中说，因为存在不确定性，很难确定非常规现金管理措施何时耗尽，根据当前评估，最可能的结果是在10月耗尽。\n2、美联储褐皮书：经济增长放缓至温和水平 通胀居高不下\n周三发布的美联储褐皮书调查报告称，美国经济增长在7月初至8月略微放缓至温和水平，通胀高位企稳。供应短缺，包括有限的汽车和待售房屋库存，也导致经济从今年早些时候的增长步伐中回落。报告称，所有联储辖区继续报告就业总体增长，但创造就业的速度从轻微到强劲不等。通胀保持高位企稳，有一半地区认为物价上涨速度强劲。\n3、资深经济学家斯蒂格利茨：美联储主席鲍威尔应该下台\n据路透社9月8日的报道，国际经济协会前主席、诺贝尔经济学奖得主约瑟夫·斯蒂格利茨在接受采访时表示，美国总统拜登不应该提名杰罗姆·鲍威尔担任美联储主席，美联储的领导层目前需要重塑。斯蒂格利茨表示，拜登应该关注鲍威尔在金融监管方面的“宽松”，以及他不愿将气候相关问题纳入美联储的银行监管。\n4、美国7月份职位空缺达1093万个 连续5个月创新高\n美国福克斯新闻当地时间9月8日报道，根据劳工部的职位空缺和劳动力流动调查(JOLTS)，美国7月经季节性调整后的职位空缺数量增加了74.9万个，总数达到了1093.4万个，连续第5个月创造新高。\n5、美联储威廉姆斯：今年晚些时候开始减码购债可能是合适的\n纽约联邦储备银行行长约翰-威廉姆斯周三表示，如果美国经济继续改善，美联储在今年晚些时候开始放缓资产购买步伐可能是合适的。\n6、二季度美国银行业利润降至704亿美元 环比下滑8.3%\n美国联邦存款保险公司周三报告称，由于企业放缓了减少信贷损失准备金的步伐，美国银行业利润在二季度下降8.3%，至704亿美元。\n虽然利润仍显著高于一年前——较2020年二季度增长281%——但银行放缓了收缩在新冠疫情高峰期建立的巨大缓冲的速度。银行业在一季度录得了768亿美元的利润。\n7、英国央行行长：收紧货币政策的最低门槛已经达到\n英国央行行长贝利表示，与其他一些官员一样，他也认为收紧货币政策的最低标准已经达到，这一表态可能会强化市场对英国央行明年加息的预期。\n贝利周三在议会表示，在8月会议上，央行官员对于是否有明确证据表明经济正在消除闲置产能并“可持续”实现2%通胀目标存在分歧，而且两派人数基本相当。\n市场观点\n1、高盛等华尔街大行发出警告：美股面临回调风险\n华尔街发出越来越响亮的警告：美股这轮大牛市正面临回调的考验。高盛集团、摩根士丹利和花旗集团的策略师发布了最新预测，认为可能会出现负面冲击以打乱股市的连涨势头。德尔塔毒株蔓延、全球经济复苏疲软或央行退出刺激政策，都会带来风险。\n2、美国三季度经济增速或减半 大摩“空头式”预警将应验？\n随着美国结束劳工节假期，对疫情的担忧再次成为了打压市场情绪的利空因素，与经济复苏相关的周期性板块遭遇抛压，基准10年期美债收益率回升至近两个月高位的1.37%。在疫情对经济数据的影响逐渐显现的背景下，近期多家机构调整了美国三季度增速预期，摩根士丹利则发布报告，预警年底前标普500指数或出现最多15%的回调。\n3、债券交易员押注欧洲央行不会在减码上有大动作\n债券交易员押注欧洲央行行长克里斯蒂娜·拉加德周四会尽量不给市场带来“惊吓”。过去三个月，10年期意大利国债相对同期限德国国债的收益率溢价基本维持在略超过100基点的水平。但尽管如此，越来越多市场人士猜测欧洲央行将开始缩减疫情期间推出的刺激措施。\n公司新闻\n1、游戏驿站二季度亏损收窄 宣称不提供业绩指引 盘后大跌10%\n视频游戏零售商游戏驿站周三盘后发布的二季度财报显示销售额较上年同期增长、亏损收窄，但该公司在电话会议中称“不提供业绩指引、也不回答提问”，令其股价盘后跌幅一度超过10%。财报显示，游戏驿站二季度净亏损6160万美元，或每股亏损0.85美元，上年同期亏损1.113亿美元，或每股亏损1.71美元。\n2、高通CEO：愿与代工厂在欧洲展开合作 芯片短缺问题明年基本解决\n据报道，高通公司CEO里斯蒂亚诺·安蒙今日表示，如果欧盟的汽车芯片生产激励计划能够吸引到合适的代工厂商，高通也愿意与它们在欧洲展开合作。\n安蒙在慕尼黑举行的IAA车展上表示，欧洲的代工厂现在正大规模生产半导体，但关于投资“尖端技术”的辩论正在进行中，高通对此很感兴趣。\n3、PayPal加速布局日本市场 斥资27亿美元收购在线支付独角兽\n美国支付巨头PayPal周三表示，将以27亿美元的现金交易收购日本Paidy公司，从而扩大其在日本支付领域的布局。\nPayPal表示，此次收购预计将在第四季（10-12月）完成，主要以现金的方式进行收购。\n4、微软收购在线视频编辑公司 以后学习Office还要会剪视频了?\n科技巨头微软周二表示，已经收购了在线视频编辑软件初创公司Clipchamp，但没有披露该交易的具体条款。\n根据Crunchbase的数据，公司已经筹集了约1530万美元的资金，现有投资者包括Ten13和Tola Capital。\n5、“元宇宙”大火之美国现象：脸书、微软等巨头早已热情拥抱新浪潮\n在美国，Facebook、微软等科技巨头早已经热情拥抱“元宇宙”概念。在他们看来，虚拟现实和“元宇宙”可能已经是一股不可阻挡的的大潮，问题只在于它真正到来的时间早晚罢了。Facebook可能是全球最先牵手“元宇宙”概念的科技巨头。早在2014年，Facebook收购VR设备公司Oculus时，扎克伯格就曾在声明中提到，Facebook正在“为未来的新平台做准备”。\n6、大火的“元宇宙”要凉？龙头预警 TA却在憋大招？\n9月8日，中央宣传部、国家新闻出版署有关负责人会同中央网信办、文化和旅游部等部门，对腾讯、网易等重点网络游戏企业和游戏账号租售平台、游戏直播平台进行约谈。约谈强调，要强化“氪金”管控，杜绝擅自变更游戏内容、违规运营游戏等行为，坚决遏制“唯金钱”“唯流量”等错误倾向，下决心改变诱导玩家沉迷的各类规则和玩法设计。\n早在今年3月，元宇宙概念的游戏公司Roblox登陆纽交所，首日股价大涨54.4%，市值超过400亿美元，引发市场高度关注。最近元宇宙爆发，可能跟Facebook的动作有一定关系。\n7、切入汽车业“支付宝”赛道 摩根大通收购大众金融支付业务多数股权\n摩根大通银行周三宣布与大众汽车金融集团达成战略合作，并计划收购其支付业务Volkswagen Payments S.A.的多数股权。\n公告中华尔街巨头表示将持有支付公司近75%的股权，但并未披露涉及的交易金额。\n8、关注差异化核心资产 赛诺菲溢价80%收购免疫药物开发商Kadmon\n法国制药巨头赛诺菲周三发布公告称，已经与美国制药公司Kadmon达成最终收购协议，双方董事会已经一致批准这笔交易。\n赛诺菲确认，将以每股9.5美元的价格收购Kadmon普通股，对应估值为19亿美元，交易将以全现金的方式进行。按照Kadmon周二收盘价5.3美元计算，交易溢价率为79%。\n9、遭SEC威胁起诉后，Coinbase回怼：诉讼应是最后手段，而不是第一手段\n在Coinbase因计划推出加密货币“借贷”产品而遭SEC警告后，该公司首席执行官Brian Armstrong指责SEC的行为“太粗暴”。Armstrong在推特上表示，如果SEC试图关闭其新借贷产品，将会创造一个不公平的市场。该产品将允许消费者从其持有的加密货币中赚取利息。“通过诉讼进行监管应该是SEC的最后手段，而不是第一手段。”\n10、Lululemon财报超预期！盘后涨逾13%\n美东时间9月8日周三美股盘后，Lululemon$(LULU)$公布了2021财年第二季度财报。财报显示，Q2公司净营收为14.51亿美元，同比增长61%;净利润为2.08亿美元，去年同期为8680万美元，同比增长140%;摊薄后每股收益为1.59美元，去年同期为0.66美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880694769,"gmtCreate":1631053039651,"gmtModify":1676530451197,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/880694769","repostId":"1160286543","repostType":2,"repost":{"id":"1160286543","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":1631005425,"share":"https://www.laohu8.com/m/news/1160286543?lang=&edition=full","pubTime":"2021-09-07 17:03","market":"us","language":"zh","title":"盘前异动：中概股成“吸金兽”！B站、拼多多等明星股爆发","url":"https://stock-news.laohu8.com/highlight/detail?id=1160286543","media":"老虎资讯综合","summary":"摘要：美国三大股指期货上涨，热门中概股盘前齐齐上涨，B站涨超5%，拼多多、网易、贝壳涨超4%；比特币今日一度逼近53000美元关口，亿邦国际、第九城市等区块链概念股集体“躁动”。\n\n9月7日，美国三大","content":"<blockquote>\n <b>摘要：美国三大股指期货上涨，热门中概股盘前齐齐上涨，B站涨超5%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>涨超4%；比特币今日一度逼近53000美元关口，<a href=\"https://laohu8.com/S/EBON\">亿邦国际</a>、<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>等区块链概念股集体“躁动”。</b>\n</blockquote>\n<p>9月7日，美国三大股指期货上涨，截至发稿，道指期货涨0.02%；标普500指数期货涨0.08%；纳斯达克100指数期货涨0.15%。<img src=\"https://static.tigerbbs.com/008e26349bef0589c1f95e4e7ee6e3d2\" tg-width=\"828\" tg-height=\"235\" referrerpolicy=\"no-referrer\">热门中概股盘前普遍向好，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>盘前涨超4%，据路透旗下IFR，贝壳考虑于香港上市，计划筹资约20亿美元，已聘请<a href=\"https://laohu8.com/S/GS\">高盛</a>牵头负责上市事宜。对此贝壳方面表示，公司目前没有相关计划。</p>\n<p><a href=\"https://laohu8.com/S/JD\">京东</a>盘前上涨2.6%，近日<a href=\"https://laohu8.com/S/JD\">京东</a>宣布新一轮人事任命，徐雷获委任为京东集团新任总裁。</p>\n<p>其它明星中概股中，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超5%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>涨超4%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>、<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨超3%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>涨超2%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超1%。</p>\n<p>区块链概念股盘前集体上涨，<a href=\"https://laohu8.com/S/EBON\">亿邦国际</a>涨超4%，<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>、Bit Digital、SOS、<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨超3%，<a href=\"https://laohu8.com/S/BTCM\">比特矿业</a>、Riot Blockchain涨超2%，<a href=\"https://laohu8.com/S/FTFT\">未来金融科技</a>、Marathon Digital涨超1%。比特币今日盘中一度逼近53000美元关口。同时，萨尔瓦多议会6月9日曾通过一项法案，批准将比特币作为该国法定货币，该法案于90天后即9月7日(今日)正式生效。萨尔瓦多成为世界上首个正式承认比特币为法定货币的国家。</p>\n<p>诺瓦瓦克斯盘前涨超2%，日本将购买1.5亿剂新冠疫苗。</p>\n<p>Moderna盘前跌1.6%，据悉Moderna的新冠疫苗加强针可能将延后批准。</p>\n<p>约会软件Match Group(MTCH.N)涨超12%，该股将加入标普500指数，9月20日生效。</p>\n<p><a href=\"https://laohu8.com/S/AA\">美国铝业</a>盘前涨超3%，近日几内亚发生政变，引起行业对铝矿供应受阻担忧。</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>盘前异动：中概股成“吸金兽”！B站、拼多多等明星股爆发</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n盘前异动：中概股成“吸金兽”！B站、拼多多等明星股爆发\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-09-07 17:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n <b>摘要：美国三大股指期货上涨，热门中概股盘前齐齐上涨，B站涨超5%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>涨超4%；比特币今日一度逼近53000美元关口，<a href=\"https://laohu8.com/S/EBON\">亿邦国际</a>、<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>等区块链概念股集体“躁动”。</b>\n</blockquote>\n<p>9月7日，美国三大股指期货上涨，截至发稿，道指期货涨0.02%；标普500指数期货涨0.08%；纳斯达克100指数期货涨0.15%。<img src=\"https://static.tigerbbs.com/008e26349bef0589c1f95e4e7ee6e3d2\" tg-width=\"828\" tg-height=\"235\" referrerpolicy=\"no-referrer\">热门中概股盘前普遍向好，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>盘前涨超4%，据路透旗下IFR，贝壳考虑于香港上市，计划筹资约20亿美元，已聘请<a href=\"https://laohu8.com/S/GS\">高盛</a>牵头负责上市事宜。对此贝壳方面表示，公司目前没有相关计划。</p>\n<p><a href=\"https://laohu8.com/S/JD\">京东</a>盘前上涨2.6%，近日<a href=\"https://laohu8.com/S/JD\">京东</a>宣布新一轮人事任命，徐雷获委任为京东集团新任总裁。</p>\n<p>其它明星中概股中，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超5%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>涨超4%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>、<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨超3%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>涨超2%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超1%。</p>\n<p>区块链概念股盘前集体上涨，<a href=\"https://laohu8.com/S/EBON\">亿邦国际</a>涨超4%，<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>、Bit Digital、SOS、<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨超3%，<a href=\"https://laohu8.com/S/BTCM\">比特矿业</a>、Riot Blockchain涨超2%，<a href=\"https://laohu8.com/S/FTFT\">未来金融科技</a>、Marathon Digital涨超1%。比特币今日盘中一度逼近53000美元关口。同时，萨尔瓦多议会6月9日曾通过一项法案，批准将比特币作为该国法定货币，该法案于90天后即9月7日(今日)正式生效。萨尔瓦多成为世界上首个正式承认比特币为法定货币的国家。</p>\n<p>诺瓦瓦克斯盘前涨超2%，日本将购买1.5亿剂新冠疫苗。</p>\n<p>Moderna盘前跌1.6%，据悉Moderna的新冠疫苗加强针可能将延后批准。</p>\n<p>约会软件Match Group(MTCH.N)涨超12%，该股将加入标普500指数，9月20日生效。</p>\n<p><a href=\"https://laohu8.com/S/AA\">美国铝业</a>盘前涨超3%，近日几内亚发生政变，引起行业对铝矿供应受阻担忧。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"NCTY":"第九城市","BILI":"哔哩哔哩","JD":"京东","BEKE":"贝壳","TTTN":"老虎中美互联网巨头ETF","09626":"哔哩哔哩-W","QNETCN":"纳斯达克中美互联网老虎指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160286543","content_text":"摘要：美国三大股指期货上涨，热门中概股盘前齐齐上涨，B站涨超5%，拼多多、网易、贝壳涨超4%；比特币今日一度逼近53000美元关口，亿邦国际、第九城市等区块链概念股集体“躁动”。\n\n9月7日，美国三大股指期货上涨，截至发稿，道指期货涨0.02%；标普500指数期货涨0.08%；纳斯达克100指数期货涨0.15%。热门中概股盘前普遍向好，贝壳盘前涨超4%，据路透旗下IFR，贝壳考虑于香港上市，计划筹资约20亿美元，已聘请高盛牵头负责上市事宜。对此贝壳方面表示，公司目前没有相关计划。\n京东盘前上涨2.6%，近日京东宣布新一轮人事任命，徐雷获委任为京东集团新任总裁。\n其它明星中概股中，哔哩哔哩涨超5%，拼多多、网易涨超4%，爱奇艺、好未来、高途涨超3%，新东方、阿里巴巴、滴滴涨超2%，蔚来、小鹏汽车、理想汽车涨超1%。\n区块链概念股盘前集体上涨，亿邦国际涨超4%，第九城市、Bit Digital、SOS、嘉楠科技涨超3%，比特矿业、Riot Blockchain涨超2%，未来金融科技、Marathon Digital涨超1%。比特币今日盘中一度逼近53000美元关口。同时，萨尔瓦多议会6月9日曾通过一项法案，批准将比特币作为该国法定货币，该法案于90天后即9月7日(今日)正式生效。萨尔瓦多成为世界上首个正式承认比特币为法定货币的国家。\n诺瓦瓦克斯盘前涨超2%，日本将购买1.5亿剂新冠疫苗。\nModerna盘前跌1.6%，据悉Moderna的新冠疫苗加强针可能将延后批准。\n约会软件Match Group(MTCH.N)涨超12%，该股将加入标普500指数，9月20日生效。\n美国铝业盘前涨超3%，近日几内亚发生政变，引起行业对铝矿供应受阻担忧。","news_type":1},"isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814730613,"gmtCreate":1630884338932,"gmtModify":1676530409539,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/814730613","repostId":"814418821","repostType":1,"repost":{"id":814418821,"gmtCreate":1630858285963,"gmtModify":1676530407240,"author":{"id":"3564205595315610","authorId":"3564205595315610","name":"Fei2","avatar":"https://static.tigerbbs.com/31547e7cf82c22e0a1fb334986b7ae6f","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/814418821","repostId":"2164808914","repostType":4,"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814618713,"gmtCreate":1630811878432,"gmtModify":1676530399178,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/814618713","repostId":"2164680809","repostType":4,"repost":{"id":"2164680809","pubTimestamp":1630810038,"share":"https://www.laohu8.com/m/news/2164680809?lang=&edition=full","pubTime":"2021-09-05 10:47","market":"hk","language":"zh","title":"小米在“富士康化”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2164680809","media":"华尔街见闻","summary":"小米自诞生以来便一直强调其极致的性价比，雷军曾表示小米硬件综合利润率不超过5%，但小米生态链公司的毛利却不低。\n主要是受益于代工模式，公司本身不承担制造生产成本，通过挤压代工厂利润来实现增值，与此同时","content":"<p>小米自诞生以来便一直强调其极致的性价比，雷军曾表示小米硬件综合利润率不超过5%，但小米生态链公司的毛利却不低。</p>\n<p>主要是受益于代工模式，公司本身不承担制造生产成本，通过挤压代工厂利润来实现增值，与此同时小米也赚取了分成。</p>\n<p>长期以来，代工龙头富士康便是通过控股方式，向产业链上游延伸，构建盈利长城。</p>\n<p><img src=\"https://static.tigerbbs.com/ae37174cdd7bc25d06393d5c9ab63a5e\" tg-width=\"1080\" tg-height=\"721\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><b>01</b></p>\n<p><b>小米低毛利是个噱头？</b></p>\n<p>小米自诞生以来便一贯强调其极致的性价比，雷军曾喊话，小米硬件综合利润率不超过5%，如有超出部分，将超出部分全部返还给用户。</p>\n<p>根据小米2020年财报显示，其<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手机的毛利率为8.7%，再扣除各项费用，硬件确实不赚钱。</p>\n<p>不仅仅是小米自己，小米生态链公司销售的米家产品的毛利率同样也不高，这主要是由合作模式决定的。</p>\n<p>小米生态链公司与小米的合作以成本价采购/利润分成模式为主，在该模式下，公司按照成本价格将小米定制产品销售给小米，产品在小米的各种渠道最终实现对外销售，小米再将其产生的利润按照双方约定的比例分成。</p>\n<p><a href=\"https://laohu8.com/S/688169\">石头科技</a>在其招股说明书中罗列了小米生态链模式公司的毛利率，石头科技旗下米家产品的毛利率为13.58%，另一家九号智能生产的电动滑板车的毛利率为15.39%。</p>\n<p><img src=\"https://static.tigerbbs.com/3ccc0fd2f91479bb7e95a6ca6356aeb7\" tg-width=\"1037\" tg-height=\"331\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>不过近年来随着小米生态链公司相继上市，公司也在逐步寻求“去小米化”，以提升自身盈利能力。</p>\n<p>石头科技最新公布的半年报显示，上半年公司实现营收23.48亿元，较上年同期增长32.19%；净利润6.51亿元，较上年同期增长41.57%，销售毛利率为50.74%。</p>\n<p>针对业绩增长，公司给出的原因系公司逐步拓展自有品牌销售渠道，毛利较高的自有品牌产品销售额占比由86.25%提升至98.23%，同时海外业务持续扩张也使得盈利能力得到提升。</p>\n<p>图：石头科技销售毛利率和销售净利率</p>\n<p><img src=\"https://static.tigerbbs.com/901972a18e0f775440d0485953729b09\" tg-width=\"735\" tg-height=\"454\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源：wind</p>\n<p><b>02</b></p>\n<p><b>毛利背后的秘密</b></p>\n<p>一方面毛利更高的自有品牌开始搭台唱戏，另一方面也得益于石头科技给自己找了两家代工厂。</p>\n<p>根据石头科技上市招股说明书，石头科技的产品全部采用委托加工方式进行生产，自己并无自建生产基地，2018年之前石头科技的主要代工厂为<a href=\"https://laohu8.com/S/300207\">欣旺达</a>，2018年石头科技引入东莞长城担任第二家代工厂商，但欣旺达的占比仍接近90%。</p>\n<p>值得一提的是，欣旺达也同样是小米手机的供应商。</p>\n<p><img src=\"https://static.tigerbbs.com/2543c440cca89d0b47bf2095c32f48ab\" tg-width=\"1031\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源：石头科技招股说明书</p>\n<p>在石头科技的成本构成中原材料和委外加工费是大头，其本身并不承担制造生产成本，石头科技只需要做好设计和研发工作，大部分的辛苦活都交给了代工厂。</p>\n<p>依据微笑曲线理论，生产环节是毛利率洼地，事实也确实如此。成功将制造生产环节外包出去的石头科技的毛利率能达到50%，而欣旺达的毛利率就只有16.64%了。</p>\n<p><img src=\"https://static.tigerbbs.com/2d64b670e6efed9dcd6a5bb85ffc2311\" tg-width=\"1070\" tg-height=\"465\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源：石头科技招股说明书</p>\n<p>另根据公司股权结构，天津金米和Shunwei两家公司均是雷军的“小米系”，也就是说石头科技通过分包赚得钱小米也都是有份的。</p>\n<p><img src=\"https://static.tigerbbs.com/5c1b98af7350b7e3f205a05ffcf30290\" tg-width=\"814\" tg-height=\"378\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>无独有偶，在另一家小米生态链公司九号智能的供应商列表中也有欣旺达的身影。</p>\n<p>九号智能在其招股说明书中披露，公司的产品生产主要采用自主生产和代工生产并行的模式，其中代工生产主要由欣旺达等代工厂进行，2019年代工厂生产的产品数量占比为49.75%，其中欣旺达的占比为81.13%。</p>\n<p><img src=\"https://static.tigerbbs.com/4a327ee44e71f6b06c949e57b061ef8f\" tg-width=\"1004\" tg-height=\"425\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>或许由于九号智能仍承担着一半的生产任务，其毛利率水平并没有石头科技那么瞩目，近五年的毛利率基本稳定在25%上下，不过还是要高出其代工厂约10个百分点。</p>\n<p>图：<a href=\"https://laohu8.com/S/689009\">九号公司</a>销售毛利率和销售净利率</p>\n<p><img src=\"https://static.tigerbbs.com/1cb15f3deed6695e3543ed0e7e55bc69\" tg-width=\"730\" tg-height=\"441\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源：wind</p>\n<p>上述两家小米生态链公司的经营情况揭示了小米极致性价比背后的玄机，虽然自己的硬件不挣钱，但可以通过挤压代工厂的利润来实现增值，在这一点上小米的互联网模式践行得很到位，找到供应商和代工厂合作，自己充当渠道角色从中赚取分成。</p>\n<p>也正因为要守住产业链的利润回流，小米对于生态链公司的供应商保留了一定的决定权。前述两家公司的招股说明书中均提到，在现有合作模式下，按约定公司在更换产品关键零部件及组装供应商时，需提前告知小米。</p>\n<p><b>03</b></p>\n<p><b>富士康模式？</b></p>\n<p>事实上，层层代工模式并非小米独有，代工厂鼻祖富士康早就开始在供应链环节下功夫了。</p>\n<p>作为全球电子产业的代工龙头，富士康的营收可以说是巨无霸级别的，2020年鸿海实现营收1.2万亿元，但其毛利率常年维持在6%左右。</p>\n<p>图：鸿海毛利率和净利率</p>\n<p><img src=\"https://static.tigerbbs.com/4cfe50d59737042e462374f04d0aab1b\" tg-width=\"710\" tg-height=\"446\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源：wind</p>\n<p>想要在日益激烈的竞争中守住这微薄的利润也不容易，而富士康仰仗的便是强大的成本管控和供应链管理能力。受益于自身的规模优势，富士康向产业链上游延伸，构筑盈利长城。</p>\n<p>以<a href=\"https://laohu8.com/S/601138\">工业富联</a>为例，据其招股说明书显示，公司向关联方采购的PCB、连接器等零组件，以及模具等产品的占比为7.29%。</p>\n<p>其中原材料采购金额最大的PCB（成本占比高达40%）的供应商之一，鹏鼎便是由鸿海子公司间接控股。</p>\n<p><img src=\"https://static.tigerbbs.com/ce4ba8b7a30974c91a1887558e6cf45a\" tg-width=\"869\" tg-height=\"461\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>富士康既充当着采购者的角色，同时又是控股方，从材料到元器件等多个环节，都可以排摸到其子公司的身影。</p>\n<p>有了这样一层关系，即便是在毛利较高的环节，富士康也有降低报价的资本，控制了采购成本的同时还能从产业链上“淘金”。</p>\n<p>长期的积累之下，富士康构建起自己的供应链。根据美国资管公司普信集团（T.Rowe Price）的估算，富士康自有零件在其出厂金额中所占的比例超过30%，而另一家电子代工大厂新加坡伟<a href=\"https://laohu8.com/S/LTRX\">创力</a>的该比例约为10-15%。</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小米在“富士康化”？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小米在“富士康化”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-05 10:47 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021090420492879ec3ab1&s=b><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小米自诞生以来便一直强调其极致的性价比，雷军曾表示小米硬件综合利润率不超过5%，但小米生态链公司的毛利却不低。\n主要是受益于代工模式，公司本身不承担制造生产成本，通过挤压代工厂利润来实现增值，与此同时小米也赚取了分成。\n长期以来，代工龙头富士康便是通过控股方式，向产业链上游延伸，构建盈利长城。\n01\n小米低毛利是个噱头？\n小米自诞生以来便一贯强调其极致的性价比，雷军曾喊话，小米硬件综合利润率不超过...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021090420492879ec3ab1&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ae37174cdd7bc25d06393d5c9ab63a5e","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021090420492879ec3ab1&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"2164680809","content_text":"小米自诞生以来便一直强调其极致的性价比，雷军曾表示小米硬件综合利润率不超过5%，但小米生态链公司的毛利却不低。\n主要是受益于代工模式，公司本身不承担制造生产成本，通过挤压代工厂利润来实现增值，与此同时小米也赚取了分成。\n长期以来，代工龙头富士康便是通过控股方式，向产业链上游延伸，构建盈利长城。\n01\n小米低毛利是个噱头？\n小米自诞生以来便一贯强调其极致的性价比，雷军曾喊话，小米硬件综合利润率不超过5%，如有超出部分，将超出部分全部返还给用户。\n根据小米2020年财报显示，其智能手机的毛利率为8.7%，再扣除各项费用，硬件确实不赚钱。\n不仅仅是小米自己，小米生态链公司销售的米家产品的毛利率同样也不高，这主要是由合作模式决定的。\n小米生态链公司与小米的合作以成本价采购/利润分成模式为主，在该模式下，公司按照成本价格将小米定制产品销售给小米，产品在小米的各种渠道最终实现对外销售，小米再将其产生的利润按照双方约定的比例分成。\n石头科技在其招股说明书中罗列了小米生态链模式公司的毛利率，石头科技旗下米家产品的毛利率为13.58%，另一家九号智能生产的电动滑板车的毛利率为15.39%。\n\n不过近年来随着小米生态链公司相继上市，公司也在逐步寻求“去小米化”，以提升自身盈利能力。\n石头科技最新公布的半年报显示，上半年公司实现营收23.48亿元，较上年同期增长32.19%；净利润6.51亿元，较上年同期增长41.57%，销售毛利率为50.74%。\n针对业绩增长，公司给出的原因系公司逐步拓展自有品牌销售渠道，毛利较高的自有品牌产品销售额占比由86.25%提升至98.23%，同时海外业务持续扩张也使得盈利能力得到提升。\n图：石头科技销售毛利率和销售净利率\n\n数据来源：wind\n02\n毛利背后的秘密\n一方面毛利更高的自有品牌开始搭台唱戏，另一方面也得益于石头科技给自己找了两家代工厂。\n根据石头科技上市招股说明书，石头科技的产品全部采用委托加工方式进行生产，自己并无自建生产基地，2018年之前石头科技的主要代工厂为欣旺达，2018年石头科技引入东莞长城担任第二家代工厂商，但欣旺达的占比仍接近90%。\n值得一提的是，欣旺达也同样是小米手机的供应商。\n\n数据来源：石头科技招股说明书\n在石头科技的成本构成中原材料和委外加工费是大头，其本身并不承担制造生产成本，石头科技只需要做好设计和研发工作，大部分的辛苦活都交给了代工厂。\n依据微笑曲线理论，生产环节是毛利率洼地，事实也确实如此。成功将制造生产环节外包出去的石头科技的毛利率能达到50%，而欣旺达的毛利率就只有16.64%了。\n\n数据来源：石头科技招股说明书\n另根据公司股权结构，天津金米和Shunwei两家公司均是雷军的“小米系”，也就是说石头科技通过分包赚得钱小米也都是有份的。\n\n无独有偶，在另一家小米生态链公司九号智能的供应商列表中也有欣旺达的身影。\n九号智能在其招股说明书中披露，公司的产品生产主要采用自主生产和代工生产并行的模式，其中代工生产主要由欣旺达等代工厂进行，2019年代工厂生产的产品数量占比为49.75%，其中欣旺达的占比为81.13%。\n\n或许由于九号智能仍承担着一半的生产任务，其毛利率水平并没有石头科技那么瞩目，近五年的毛利率基本稳定在25%上下，不过还是要高出其代工厂约10个百分点。\n图：九号公司销售毛利率和销售净利率\n\n数据来源：wind\n上述两家小米生态链公司的经营情况揭示了小米极致性价比背后的玄机，虽然自己的硬件不挣钱，但可以通过挤压代工厂的利润来实现增值，在这一点上小米的互联网模式践行得很到位，找到供应商和代工厂合作，自己充当渠道角色从中赚取分成。\n也正因为要守住产业链的利润回流，小米对于生态链公司的供应商保留了一定的决定权。前述两家公司的招股说明书中均提到，在现有合作模式下，按约定公司在更换产品关键零部件及组装供应商时，需提前告知小米。\n03\n富士康模式？\n事实上，层层代工模式并非小米独有，代工厂鼻祖富士康早就开始在供应链环节下功夫了。\n作为全球电子产业的代工龙头，富士康的营收可以说是巨无霸级别的，2020年鸿海实现营收1.2万亿元，但其毛利率常年维持在6%左右。\n图：鸿海毛利率和净利率\n\n数据来源：wind\n想要在日益激烈的竞争中守住这微薄的利润也不容易，而富士康仰仗的便是强大的成本管控和供应链管理能力。受益于自身的规模优势，富士康向产业链上游延伸，构筑盈利长城。\n以工业富联为例，据其招股说明书显示，公司向关联方采购的PCB、连接器等零组件，以及模具等产品的占比为7.29%。\n其中原材料采购金额最大的PCB（成本占比高达40%）的供应商之一，鹏鼎便是由鸿海子公司间接控股。\n\n富士康既充当着采购者的角色，同时又是控股方，从材料到元器件等多个环节，都可以排摸到其子公司的身影。\n有了这样一层关系，即便是在毛利较高的环节，富士康也有降低报价的资本，控制了采购成本的同时还能从产业链上“淘金”。\n长期的积累之下，富士康构建起自己的供应链。根据美国资管公司普信集团（T.Rowe Price）的估算，富士康自有零件在其出厂金额中所占的比例超过30%，而另一家电子代工大厂新加坡伟创力的该比例约为10-15%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812474033,"gmtCreate":1630621410222,"gmtModify":1676530356187,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/812474033","repostId":"1138015825","repostType":4,"repost":{"id":"1138015825","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":1630581909,"share":"https://www.laohu8.com/m/news/1138015825?lang=&edition=full","pubTime":"2021-09-02 19:25","market":"us","language":"zh","title":"外媒：苹果计划在2024年推出“苹果汽车”","url":"https://stock-news.laohu8.com/highlight/detail?id=1138015825","media":"老虎资讯综合","summary":"目前正在访问韩国和日本的汽车制造商。也和中国的锂电池供应商进行了会谈。","content":"<p>据Apple Insider：<a href=\"https://laohu8.com/S/AAPL\">苹果</a>计划在2024年推出“苹果汽车”，目前正在访问韩国和日本的汽车制造商。</p>\n<p>另据21财经报道，苹果就汽车项目与多家韩国电动汽车零部件制造商进行了接触，其中包括LG、SK集团、<a href=\"https://laohu8.com/S/HYUD.UK\">现代汽车</a>、韩华集团等。此外，苹果也和中国的锂电池供应商进行了会谈，其中包括<a href=\"https://laohu8.com/S/002594\">比亚迪</a>和<a href=\"https://laohu8.com/S/300750\">宁德时代</a>。</p>\n<p>苹果股价昨日盘中创历史新高，截至发稿，盘前涨幅0.57%。</p>\n<p><img src=\"https://static.tigerbbs.com/3850b0a2a93a7f23cf93ae906f2d9dc4\" 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>外媒：苹果计划在2024年推出“苹果汽车”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n外媒：苹果计划在2024年推出“苹果汽车”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-09-02 19:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>据Apple Insider：<a href=\"https://laohu8.com/S/AAPL\">苹果</a>计划在2024年推出“苹果汽车”，目前正在访问韩国和日本的汽车制造商。</p>\n<p>另据21财经报道，苹果就汽车项目与多家韩国电动汽车零部件制造商进行了接触，其中包括LG、SK集团、<a href=\"https://laohu8.com/S/HYUD.UK\">现代汽车</a>、韩华集团等。此外，苹果也和中国的锂电池供应商进行了会谈，其中包括<a href=\"https://laohu8.com/S/002594\">比亚迪</a>和<a href=\"https://laohu8.com/S/300750\">宁德时代</a>。</p>\n<p>苹果股价昨日盘中创历史新高，截至发稿，盘前涨幅0.57%。</p>\n<p><img src=\"https://static.tigerbbs.com/3850b0a2a93a7f23cf93ae906f2d9dc4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0e9c6038c922a501076310ac125cdbb5","relate_stocks":{"AAPL":"苹果"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138015825","content_text":"据Apple Insider：苹果计划在2024年推出“苹果汽车”，目前正在访问韩国和日本的汽车制造商。\n另据21财经报道，苹果就汽车项目与多家韩国电动汽车零部件制造商进行了接触，其中包括LG、SK集团、现代汽车、韩华集团等。此外，苹果也和中国的锂电池供应商进行了会谈，其中包括比亚迪和宁德时代。\n苹果股价昨日盘中创历史新高，截至发稿，盘前涨幅0.57%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816738019,"gmtCreate":1630534675131,"gmtModify":1676530329739,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/816738019","repostId":"1170877267","repostType":4,"repost":{"id":"1170877267","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":1630506252,"share":"https://www.laohu8.com/m/news/1170877267?lang=&edition=full","pubTime":"2021-09-01 22:24","market":"us","language":"zh","title":"热门中概股盘中集体拉升，拼多多涨近9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1170877267","media":"老虎资讯综合","summary":"周三，热门中概股盘中集体拉升。截至发稿，拼多多涨近9%，爱奇艺涨超8%，哔哩哔哩、新东方、滴滴涨超7%，阿里巴巴、贝壳涨4%。","content":"<p>周三，热门中概股盘中集体拉升。截至发稿，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨近9%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨超8%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>涨超7%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>涨4%。</p>\n<p><img src=\"https://static.tigerbbs.com/f78e550ae6b6f37193fc364d410cd2b7\" 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>热门中概股盘中集体拉升，拼多多涨近9%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n热门中概股盘中集体拉升，拼多多涨近9%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-09-01 22:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周三，热门中概股盘中集体拉升。截至发稿，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨近9%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨超8%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>涨超7%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>涨4%。</p>\n<p><img src=\"https://static.tigerbbs.com/f78e550ae6b6f37193fc364d410cd2b7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e42c16a083ab273c19aaae21cdb697a0","relate_stocks":{"PDD":"拼多多","QNETCN":"纳斯达克中美互联网老虎指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170877267","content_text":"周三，热门中概股盘中集体拉升。截至发稿，拼多多涨近9%，爱奇艺涨超8%，哔哩哔哩、新东方、滴滴涨超7%，阿里巴巴、贝壳涨4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818016566,"gmtCreate":1630365893355,"gmtModify":1676530279710,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/818016566","repostId":"1128135952","repostType":4,"repost":{"id":"1128135952","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":1630364751,"share":"https://www.laohu8.com/m/news/1128135952?lang=&edition=full","pubTime":"2021-08-31 07:05","market":"us","language":"zh","title":"苹果股价创历史新高，市值超2.5万亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1128135952","media":"老虎资讯综合","summary":"8月31日，苹果收涨3.04%，创下今年3月以来最大单日涨幅，报153.12美元刷新历史新高，最新总市值超25000亿美元，达25352亿美元。\n据悉，新的iPhone 13将在9月份发布，其相较于去","content":"<p>8月31日，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>收涨3.04%，创下今年3月以来最大单日涨幅，报153.12美元刷新历史新高，最新总市值超25000亿美元，达25352亿美元。</p>\n<p>据悉，新的iPhone 13将在9月份发布，其相较于去年iPhone 12系列的7500万部产能，iPhone 13今年增加了1500万部（今年年底之前新机产量提高到9000万部），需求增长了20%。<a href=\"https://laohu8.com/S/601162\">天风证券</a>分析师郭明錤最新研报预测，iPhone 13硬件规格可支援低轨道卫星通讯，若苹果开启相关软件功能，则当使用者不在4G/5G覆盖范围内时，也能透过卫星通讯通话与传讯。</p>\n<p><img src=\"https://static.tigerbbs.com/ec225ec6777c2f7866708ae43467f465\" 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>苹果股价创历史新高，市值超2.5万亿美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果股价创历史新高，市值超2.5万亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-31 07:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月31日，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>收涨3.04%，创下今年3月以来最大单日涨幅，报153.12美元刷新历史新高，最新总市值超25000亿美元，达25352亿美元。</p>\n<p>据悉，新的iPhone 13将在9月份发布，其相较于去年iPhone 12系列的7500万部产能，iPhone 13今年增加了1500万部（今年年底之前新机产量提高到9000万部），需求增长了20%。<a href=\"https://laohu8.com/S/601162\">天风证券</a>分析师郭明錤最新研报预测，iPhone 13硬件规格可支援低轨道卫星通讯，若苹果开启相关软件功能，则当使用者不在4G/5G覆盖范围内时，也能透过卫星通讯通话与传讯。</p>\n<p><img src=\"https://static.tigerbbs.com/ec225ec6777c2f7866708ae43467f465\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/40ec3def981bd8ed848cbde61f044f04","relate_stocks":{"AAPL":"苹果"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128135952","content_text":"8月31日，苹果收涨3.04%，创下今年3月以来最大单日涨幅，报153.12美元刷新历史新高，最新总市值超25000亿美元，达25352亿美元。\n据悉，新的iPhone 13将在9月份发布，其相较于去年iPhone 12系列的7500万部产能，iPhone 13今年增加了1500万部（今年年底之前新机产量提高到9000万部），需求增长了20%。天风证券分析师郭明錤最新研报预测，iPhone 13硬件规格可支援低轨道卫星通讯，若苹果开启相关软件功能，则当使用者不在4G/5G覆盖范围内时，也能透过卫星通讯通话与传讯。","news_type":1},"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811023283,"gmtCreate":1630279236542,"gmtModify":1676530253600,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/811023283","repostId":"2163776240","repostType":4,"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813046989,"gmtCreate":1630116485941,"gmtModify":1676530228634,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/813046989","repostId":"2162073849","repostType":4,"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810772744,"gmtCreate":1630020193088,"gmtModify":1676530199819,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/810772744","repostId":"2162161090","repostType":4,"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837013699,"gmtCreate":1629847531011,"gmtModify":1676530147532,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/837013699","repostId":"2161848230","repostType":2,"repost":{"id":"2161848230","pubTimestamp":1629817102,"share":"https://www.laohu8.com/m/news/2161848230?lang=&edition=full","pubTime":"2021-08-24 22:58","market":"us","language":"zh","title":"京东公布第二季财报，净利润却只有7.9亿元，阿里是京东55倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2161848230","media":"腾讯新闻","summary":"作为中国第一和第二大电商平台，阿里和京东的赚钱能力相差巨大。前段时间，阿里公布了2020年第二季度财报，实现净利润434.4亿元，日赚4.8亿元，利润丰厚的让人嫉妒。而在昨日，京东也公布了第二季财报，净利润却只有7.9亿元，阿里是京东的近55倍。京东商城还是核心业务，二季度收入2197亿元，占总收入的86.56%。另外，京东物流发力凶猛，上半年收入485亿元，同比增长53.7%。至今，京东没有被调查或者处罚，这就是最好的证明。","content":"<html><body><article><p>作为中国第一和第二大电商平台，阿里和<a href=\"https://laohu8.com/S/JD\">京东</a>的赚钱能力相差巨大。前段时间，阿里公布了2020年第二季度财报，实现<span>净利润</span>434.4亿元，日赚4.8亿元，利润丰厚的让人嫉妒。而在昨日，京东也公布了第二季财报，净利润却只有7.9亿元，阿里是京东的近55倍。</p><p>从京东的财报来看，是增收不增利，各业务板块都保持了不错的增长。京东商城还是核心业务，二季度收入2197亿元，占总收入的86.56%。另外，<a href=\"https://laohu8.com/S/02618\">京东物流</a>发力凶猛，上半年收入485亿元，同比增长53.7%。还有就是京东单季新增3200万用户，超过了阿里，表现相当不错。</p><p>在财报里，京东还宣布了一个重要决定，那就是与平台经济“划清界限”。平台经济是指基于数字技术，由数据驱动、平台支撑、网络协同的新经济系统，像国内的阿里、<a href=\"https://laohu8.com/S/00700\">腾讯</a>、美团等等都属于平台经济。</p><p>2020年11月，市场监管总局发布了《平台经济反垄断指南》（征求意见稿），随后约谈了20多家互联网企业，京东也在其中，也就是说京东也被认定为平台经济。反垄断主要针对两种现象，一种是“二选一”，在市场竞争中，滥用市场支配地位，要求交易相对人做出二选一。</p><p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>在电商行业占据了超60%的市场份额，具备了支配地位，并且要求商家“二选一”，构成了垄断行为，所以被罚了182亿元。自从打破了这种垄断后，京东受益良多，很多知名品牌都重新加入京东，带来了收入的增长。</p><p>还有一种是大数据杀熟，这是垄断企业对经济伤害最高的一种价格歧视。同样成本的一项服务，对于经常使用的老用户收取更高的价格，而对于犹豫不决的新用户，却给了更低的价格，这就是利用大数据来杀熟。</p><p>10年前，平台经济是一种创新，它利用互联网，对传统资源进行重新配置，让消费者享受到更好的产品和服务。比如淘宝就打破了地域限制，价格歧视，让商家成本降低，消费者买到性价比更高的产品。</p><p>如今，平台把每一个行业的成本摸透，把商家的利润压到了最低，甚至是根本不赚钱，而平台却赚取了大把的利润。再利用大数据，把用户的消费习惯调查得非常清楚，随后就开始“杀熟”。</p><p>平台经济确实到了整顿的时候，要不然只会让垄断更加猖獗，市场搞得更加混乱，让消费者的利益受损。</p><p>在这种环境下，京东却表示要和“平台经济”划清界限。据了解，京东要与平台经济区别开来，进一步强化其实体经济属性。</p><p>实际上，京东的<span>资产</span>一直都很重，自从2007年创立京东物流开始，京东在全国各地就开设了很多仓库，快递人员越来越多，实体属性非常强。</p><p>最新数据显示，京东在全国拥有1200个仓库、7800个配送站，1000条航空货运线路，物流员工数量达到26万。另外，京东还在线下大量开设家电专卖店、电脑数码专卖店、便利店、大药房等等，让其真正成为一家实体企业。</p><p>在8月12日，京东还获得人民日报点赞，称京东推进数字技术与实体经济深度融合，是一家拥有互联网技术的新型实体企业。</p><p>不得不说，京东和那些贩卖流量获取高额利润的平台经济模式确实有所不同，京东变得越来越重，越来越有社会责任感。创造了就业，和成千上万制造企业一起推动产业结构改变。</p><p>不搞垄断，为创造公平竞争环境起带头作用，肩负起社会责任，这都应该平台经济模式的企业该做的。京东在这方面确实做得不错，创造了很多就业，实体属性越来越强。至今，京东没有被调查或者处罚，这就是最好的证明。</p></article></body></html>","source":"tencent","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>京东公布第二季财报，净利润却只有7.9亿元，阿里是京东55倍</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{ 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n京东公布第二季财报，净利润却只有7.9亿元，阿里是京东55倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-24 22:58 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108242309507c32ddbc&s=b><strong>腾讯新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作为中国第一和第二大电商平台，阿里和京东的赚钱能力相差巨大。前段时间，阿里公布了2020年第二季度财报，实现净利润434.4亿元，日赚4.8亿元，利润丰厚的让人嫉妒。而在昨日，京东也公布了第二季财报，净利润却只有7.9亿元，阿里是京东的近55倍。从京东的财报来看，是增收不增利，各业务板块都保持了不错的增长。京东商城还是核心业务，二季度收入2197亿元，占总收入的86.56%。另外，京东物流发力凶猛...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108242309507c32ddbc&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/85453b4e4d4b3e612f5d5572c40c69ca","relate_stocks":{"JD":"京东","BABA":"阿里巴巴"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108242309507c32ddbc&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2161848230","content_text":"作为中国第一和第二大电商平台，阿里和京东的赚钱能力相差巨大。前段时间，阿里公布了2020年第二季度财报，实现净利润434.4亿元，日赚4.8亿元，利润丰厚的让人嫉妒。而在昨日，京东也公布了第二季财报，净利润却只有7.9亿元，阿里是京东的近55倍。从京东的财报来看，是增收不增利，各业务板块都保持了不错的增长。京东商城还是核心业务，二季度收入2197亿元，占总收入的86.56%。另外，京东物流发力凶猛，上半年收入485亿元，同比增长53.7%。还有就是京东单季新增3200万用户，超过了阿里，表现相当不错。在财报里，京东还宣布了一个重要决定，那就是与平台经济“划清界限”。平台经济是指基于数字技术，由数据驱动、平台支撑、网络协同的新经济系统，像国内的阿里、腾讯、美团等等都属于平台经济。2020年11月，市场监管总局发布了《平台经济反垄断指南》（征求意见稿），随后约谈了20多家互联网企业，京东也在其中，也就是说京东也被认定为平台经济。反垄断主要针对两种现象，一种是“二选一”，在市场竞争中，滥用市场支配地位，要求交易相对人做出二选一。阿里巴巴在电商行业占据了超60%的市场份额，具备了支配地位，并且要求商家“二选一”，构成了垄断行为，所以被罚了182亿元。自从打破了这种垄断后，京东受益良多，很多知名品牌都重新加入京东，带来了收入的增长。还有一种是大数据杀熟，这是垄断企业对经济伤害最高的一种价格歧视。同样成本的一项服务，对于经常使用的老用户收取更高的价格，而对于犹豫不决的新用户，却给了更低的价格，这就是利用大数据来杀熟。10年前，平台经济是一种创新，它利用互联网，对传统资源进行重新配置，让消费者享受到更好的产品和服务。比如淘宝就打破了地域限制，价格歧视，让商家成本降低，消费者买到性价比更高的产品。如今，平台把每一个行业的成本摸透，把商家的利润压到了最低，甚至是根本不赚钱，而平台却赚取了大把的利润。再利用大数据，把用户的消费习惯调查得非常清楚，随后就开始“杀熟”。平台经济确实到了整顿的时候，要不然只会让垄断更加猖獗，市场搞得更加混乱，让消费者的利益受损。在这种环境下，京东却表示要和“平台经济”划清界限。据了解，京东要与平台经济区别开来，进一步强化其实体经济属性。实际上，京东的资产一直都很重，自从2007年创立京东物流开始，京东在全国各地就开设了很多仓库，快递人员越来越多，实体属性非常强。最新数据显示，京东在全国拥有1200个仓库、7800个配送站，1000条航空货运线路，物流员工数量达到26万。另外，京东还在线下大量开设家电专卖店、电脑数码专卖店、便利店、大药房等等，让其真正成为一家实体企业。在8月12日，京东还获得人民日报点赞，称京东推进数字技术与实体经济深度融合，是一家拥有互联网技术的新型实体企业。不得不说，京东和那些贩卖流量获取高额利润的平台经济模式确实有所不同，京东变得越来越重，越来越有社会责任感。创造了就业，和成千上万制造企业一起推动产业结构改变。不搞垄断，为创造公平竞争环境起带头作用，肩负起社会责任，这都应该平台经济模式的企业该做的。京东在这方面确实做得不错，创造了很多就业，实体属性越来越强。至今，京东没有被调查或者处罚，这就是最好的证明。","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838741315,"gmtCreate":1629432228537,"gmtModify":1676530039611,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/838741315","repostId":"2160799393","repostType":4,"repost":{"id":"2160799393","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":1629416827,"share":"https://www.laohu8.com/m/news/2160799393?lang=&edition=full","pubTime":"2021-08-20 07:47","market":"us","language":"zh","title":"【直播】特斯拉AI日，市场热盼一众黑科技登场","url":"https://stock-news.laohu8.com/highlight/detail?id=2160799393","media":"老虎资讯综合","summary":"可能出现在今年AI日的项目有FSD软件的更新、下一代Hardware、超级计算机“道场”（Dojo）研发进展，以及邀请函上特别提到的“AI在汽车以外领域的应用”。","content":"<p>【<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%2216293617146220%22%7D\" target=\"_blank\">直播：直击特斯拉AI日</a>】</p>\n<p>美国太平洋时间8月19日下午17点，特斯拉在帕罗奥图总部召开AI日，发布AI训练Dojo D1芯片和训练机器Dojo，以及特斯拉Bot的蓝图。</p>\n<p>11:03 现场活动已结束</p>\n<p>11:02 在特斯拉AI日期间，特斯拉北美官网显示，订购特斯拉汽车的押金从100美元上调至250美元。</p>\n<p>10:57 在图像识别是否可能被欺骗的问题上，马斯克表示目前的确存在这种情况，例如穿着一件带有停车标记的T恤然后向车辆展示，现在的系统的确会识别并停车，后续可能会通过训练系统使其认知到这是T恤而不是真的信号标记。</p>\n<p>10:47 马斯克：AI在预测道路状况方面其实要远强于人类。</p>\n<p>10:39 特斯拉官网显示，开发特斯拉Bot的目的是从事危险、重复或无聊的工作，公司正在招募工程师将AI技术用于汽车之外的领域。马斯克在现场也强调这些机器人将从事那些人类最不愿意干的工作。</p>\n<p>10:30 在被问及开发与制造业相关的AI与他此前“外星无畏舰”（Alien Dreadnought）的设想有何关系时，马斯克表示，特斯拉工厂中大多数的生产已经自动化。我们正在制造的部件很适合用于人型机器人，所以我们可能应该制造它。如果我们不做，其他人就会做——而且我们希望它们是安全的。</p>\n<p>10:20 在回答系统开源问题时，马斯克表示开发这些技术相当昂贵，很难说何时会开源，但如果有汽车公司愿意购买系统授权，这将是可行的。</p>\n<p>10:15 发布会环节结束，所有人上台接受现场观众提问</p>\n<p>10:10 马斯克发布特斯拉BOT，并且欢迎更多行业人士加盟开发<img src=\"https://static.tigerbbs.com/fcb8907ce7724563521e1a9b253361d2\" tg-width=\"1052\" tg-height=\"585\" referrerpolicy=\"no-referrer\"></p>\n<p>10:07 Dojo AI训练电脑是世界上最强大的人工学习机器，使用7nm芯片驱动50万个训练单元搭建在一起，公司预计下一代产品还将带来10倍以上的提升。<img src=\"https://static.tigerbbs.com/d49991738455b4a12046a5463d078731\" tg-width=\"1345\" tg-height=\"755\" referrerpolicy=\"no-referrer\"></p>\n<p>9:54 Kovac展示人工智能训练Dojo D1芯片<img src=\"https://static.tigerbbs.com/77e9a9c56102f4f5f94d0e1eaf426f7c\" tg-width=\"1079\" tg-height=\"610\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/178f15db0710aaa5b0e34c83b515e3ea\" tg-width=\"1102\" tg-height=\"619\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d88682d4e194eb6adfa15e0ca411b6ab\" tg-width=\"1109\" tg-height=\"623\" referrerpolicy=\"no-referrer\"></p>\n<p>9:51 特斯拉Autopilot工程主管Milan Kovac登台演讲，展示如何将神经网络应用在汽车中。<img src=\"https://static.tigerbbs.com/f9152e8aff1685df32551a5181422842\" tg-width=\"1121\" tg-height=\"619\" referrerpolicy=\"no-referrer\"></p>\n<p>9:47 Karpathy展示了特斯拉用来训练神经网络的硬件，强调公司的算力在过去两年里呈现翻倍增长的态势。<img src=\"https://static.tigerbbs.com/86eaf6077d97e61c49fa71484d07b00f\" tg-width=\"1103\" tg-height=\"618\" referrerpolicy=\"no-referrer\">9:40 Ashok进一步展示了自动标记技术，强调道路上有太多物体需要标记，通过这项技术行驶中的车辆能够“重组”道路上的场景，更快的标记技术也使得车辆更加安全地巡航。同时Ashok也表示，这项技术帮助公司在FSD和Autopilot套件上摆脱了雷达。</p>\n<p>9:31 Karpathy：特斯拉建立了1000人的自营数据标记团队，目前在使用2D画面进行标记，未来将转向4D标记，但即便如此对于实际应用还是不够。<img src=\"https://static.tigerbbs.com/765199f38c5984940ab45701e51a0253\" tg-width=\"1119\" tg-height=\"617\" referrerpolicy=\"no-referrer\">9:24 Autopilot软件主管Ashok Elluswamy登场，继续讲述设计系统时遇到的一系列问题。Ashok 展示了特斯拉针对这些问题的解决方案——“混合规划系统”。他指出，当与其他汽车一起驾驶时，自动驾驶仪不仅必须考虑它们将如何驾驶，还必须考虑其他汽车将如何操作。<img src=\"https://static.tigerbbs.com/d9d029c6e3033a2433d7a4858a5e05fe\" tg-width=\"1110\" tg-height=\"610\" referrerpolicy=\"no-referrer\">9:18 特斯拉实际上重新设计迭代了他们的神经网络，从头开始学习，并利用了多头路径。其中包括摄像机校准、缓存、队列和优化以简化所有任务。这使得特斯拉可以在行驶时有效地实时绘制地图。</p>\n<p>9:17 Karpathy在现场的展示显示现在特斯拉电动车已经能够在行驶过程中高效生成实时地图，这也比Super Cruise、Waymo等竞品采取的策略更加先进。</p>\n<p>8:56 Andrej Karpathy讨论了特斯拉人工智能的视觉组件，他指出，特斯拉在设计其汽车的视觉皮层时，是按照眼睛感知生物视觉的方式进行建模的。他还谈到了特斯拉的视觉处理策略多年来是如何演变的，以及现在是如何实现的。Karpathy还提到了特斯拉的“HydraNets”，它具有多任务学习能力。<img src=\"https://static.tigerbbs.com/0a16576a8bb04d7bd2441d7976ee5028\" tg-width=\"1252\" tg-height=\"686\" referrerpolicy=\"no-referrer\"></p>\n<p>8:55 Andrej Karpathy继续解释使用图像识别真实世界物体的原理。<img src=\"https://static.tigerbbs.com/6c1373bc6fff25c7e08c6568be770f50\" tg-width=\"1109\" tg-height=\"617\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0e35e3a99fb6d148de352726fff6cc9d\" tg-width=\"1105\" tg-height=\"623\" referrerpolicy=\"no-referrer\"></p>\n<p>8:53 现在由特斯拉AI负责人Andrej Karpathy展示如何通过摄像头图像建模，以及如何模拟人脑处理图像的能力<img src=\"https://static.tigerbbs.com/0d98977ca89249e1046564f3ff4f6be5\" tg-width=\"1106\" tg-height=\"615\" referrerpolicy=\"no-referrer\"></p>\n<p>8:48 特斯拉CEO埃隆·马斯克现身活动现场。<img src=\"https://static.tigerbbs.com/c57062bda5e8a27b1c53960a8a52e249\" tg-width=\"1238\" tg-height=\"713\" referrerpolicy=\"no-referrer\">8:46 现场观众表示已经看到了马斯克，意味着活动即将开始<img src=\"https://static.tigerbbs.com/26197bcf343a173b4622441a06ea4b76\" tg-width=\"544\" tg-height=\"165\" referrerpolicy=\"no-referrer\">8:39 经过了半个小时的等待，活动进入开场视频阶段。特斯拉展示了一段自动驾驶视频。<img src=\"https://static.tigerbbs.com/388fb7186c65ca7617cf8f0584e5ec65\" tg-width=\"1108\" tg-height=\"614\" referrerpolicy=\"no-referrer\">8:09 目前活动仍未开始，这次活动再次出现了观众们熟悉的“Elon时间”。</p>\n<p>7:54 活动即将开始<img src=\"https://static.tigerbbs.com/ccd02c7859683bd5c175780a1a771a4e\" tg-width=\"1373\" tg-height=\"795\" referrerpolicy=\"no-referrer\">活动预计于北京时间8月20日08:00开始<img src=\"https://static.tigerbbs.com/d68983103c6c7660db2825cda61b465b\" tg-width=\"1062\" tg-height=\"1309\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【直播】特斯拉AI日，市场热盼一众黑科技登场\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-20 07:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>【<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%2216293617146220%22%7D\" target=\"_blank\">直播：直击特斯拉AI日</a>】</p>\n<p>美国太平洋时间8月19日下午17点，特斯拉在帕罗奥图总部召开AI日，发布AI训练Dojo D1芯片和训练机器Dojo，以及特斯拉Bot的蓝图。</p>\n<p>11:03 现场活动已结束</p>\n<p>11:02 在特斯拉AI日期间，特斯拉北美官网显示，订购特斯拉汽车的押金从100美元上调至250美元。</p>\n<p>10:57 在图像识别是否可能被欺骗的问题上，马斯克表示目前的确存在这种情况，例如穿着一件带有停车标记的T恤然后向车辆展示，现在的系统的确会识别并停车，后续可能会通过训练系统使其认知到这是T恤而不是真的信号标记。</p>\n<p>10:47 马斯克：AI在预测道路状况方面其实要远强于人类。</p>\n<p>10:39 特斯拉官网显示，开发特斯拉Bot的目的是从事危险、重复或无聊的工作，公司正在招募工程师将AI技术用于汽车之外的领域。马斯克在现场也强调这些机器人将从事那些人类最不愿意干的工作。</p>\n<p>10:30 在被问及开发与制造业相关的AI与他此前“外星无畏舰”（Alien Dreadnought）的设想有何关系时，马斯克表示，特斯拉工厂中大多数的生产已经自动化。我们正在制造的部件很适合用于人型机器人，所以我们可能应该制造它。如果我们不做，其他人就会做——而且我们希望它们是安全的。</p>\n<p>10:20 在回答系统开源问题时，马斯克表示开发这些技术相当昂贵，很难说何时会开源，但如果有汽车公司愿意购买系统授权，这将是可行的。</p>\n<p>10:15 发布会环节结束，所有人上台接受现场观众提问</p>\n<p>10:10 马斯克发布特斯拉BOT，并且欢迎更多行业人士加盟开发<img src=\"https://static.tigerbbs.com/fcb8907ce7724563521e1a9b253361d2\" tg-width=\"1052\" tg-height=\"585\" referrerpolicy=\"no-referrer\"></p>\n<p>10:07 Dojo AI训练电脑是世界上最强大的人工学习机器，使用7nm芯片驱动50万个训练单元搭建在一起，公司预计下一代产品还将带来10倍以上的提升。<img src=\"https://static.tigerbbs.com/d49991738455b4a12046a5463d078731\" tg-width=\"1345\" tg-height=\"755\" referrerpolicy=\"no-referrer\"></p>\n<p>9:54 Kovac展示人工智能训练Dojo D1芯片<img src=\"https://static.tigerbbs.com/77e9a9c56102f4f5f94d0e1eaf426f7c\" tg-width=\"1079\" tg-height=\"610\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/178f15db0710aaa5b0e34c83b515e3ea\" tg-width=\"1102\" tg-height=\"619\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d88682d4e194eb6adfa15e0ca411b6ab\" tg-width=\"1109\" tg-height=\"623\" referrerpolicy=\"no-referrer\"></p>\n<p>9:51 特斯拉Autopilot工程主管Milan Kovac登台演讲，展示如何将神经网络应用在汽车中。<img src=\"https://static.tigerbbs.com/f9152e8aff1685df32551a5181422842\" tg-width=\"1121\" tg-height=\"619\" referrerpolicy=\"no-referrer\"></p>\n<p>9:47 Karpathy展示了特斯拉用来训练神经网络的硬件，强调公司的算力在过去两年里呈现翻倍增长的态势。<img src=\"https://static.tigerbbs.com/86eaf6077d97e61c49fa71484d07b00f\" tg-width=\"1103\" tg-height=\"618\" referrerpolicy=\"no-referrer\">9:40 Ashok进一步展示了自动标记技术，强调道路上有太多物体需要标记，通过这项技术行驶中的车辆能够“重组”道路上的场景，更快的标记技术也使得车辆更加安全地巡航。同时Ashok也表示，这项技术帮助公司在FSD和Autopilot套件上摆脱了雷达。</p>\n<p>9:31 Karpathy：特斯拉建立了1000人的自营数据标记团队，目前在使用2D画面进行标记，未来将转向4D标记，但即便如此对于实际应用还是不够。<img src=\"https://static.tigerbbs.com/765199f38c5984940ab45701e51a0253\" tg-width=\"1119\" tg-height=\"617\" referrerpolicy=\"no-referrer\">9:24 Autopilot软件主管Ashok Elluswamy登场，继续讲述设计系统时遇到的一系列问题。Ashok 展示了特斯拉针对这些问题的解决方案——“混合规划系统”。他指出，当与其他汽车一起驾驶时，自动驾驶仪不仅必须考虑它们将如何驾驶，还必须考虑其他汽车将如何操作。<img src=\"https://static.tigerbbs.com/d9d029c6e3033a2433d7a4858a5e05fe\" tg-width=\"1110\" tg-height=\"610\" referrerpolicy=\"no-referrer\">9:18 特斯拉实际上重新设计迭代了他们的神经网络，从头开始学习，并利用了多头路径。其中包括摄像机校准、缓存、队列和优化以简化所有任务。这使得特斯拉可以在行驶时有效地实时绘制地图。</p>\n<p>9:17 Karpathy在现场的展示显示现在特斯拉电动车已经能够在行驶过程中高效生成实时地图，这也比Super Cruise、Waymo等竞品采取的策略更加先进。</p>\n<p>8:56 Andrej Karpathy讨论了特斯拉人工智能的视觉组件，他指出，特斯拉在设计其汽车的视觉皮层时，是按照眼睛感知生物视觉的方式进行建模的。他还谈到了特斯拉的视觉处理策略多年来是如何演变的，以及现在是如何实现的。Karpathy还提到了特斯拉的“HydraNets”，它具有多任务学习能力。<img src=\"https://static.tigerbbs.com/0a16576a8bb04d7bd2441d7976ee5028\" tg-width=\"1252\" tg-height=\"686\" referrerpolicy=\"no-referrer\"></p>\n<p>8:55 Andrej Karpathy继续解释使用图像识别真实世界物体的原理。<img src=\"https://static.tigerbbs.com/6c1373bc6fff25c7e08c6568be770f50\" tg-width=\"1109\" tg-height=\"617\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0e35e3a99fb6d148de352726fff6cc9d\" tg-width=\"1105\" tg-height=\"623\" referrerpolicy=\"no-referrer\"></p>\n<p>8:53 现在由特斯拉AI负责人Andrej Karpathy展示如何通过摄像头图像建模，以及如何模拟人脑处理图像的能力<img src=\"https://static.tigerbbs.com/0d98977ca89249e1046564f3ff4f6be5\" tg-width=\"1106\" tg-height=\"615\" referrerpolicy=\"no-referrer\"></p>\n<p>8:48 特斯拉CEO埃隆·马斯克现身活动现场。<img src=\"https://static.tigerbbs.com/c57062bda5e8a27b1c53960a8a52e249\" tg-width=\"1238\" tg-height=\"713\" referrerpolicy=\"no-referrer\">8:46 现场观众表示已经看到了马斯克，意味着活动即将开始<img src=\"https://static.tigerbbs.com/26197bcf343a173b4622441a06ea4b76\" tg-width=\"544\" tg-height=\"165\" referrerpolicy=\"no-referrer\">8:39 经过了半个小时的等待，活动进入开场视频阶段。特斯拉展示了一段自动驾驶视频。<img src=\"https://static.tigerbbs.com/388fb7186c65ca7617cf8f0584e5ec65\" tg-width=\"1108\" tg-height=\"614\" referrerpolicy=\"no-referrer\">8:09 目前活动仍未开始，这次活动再次出现了观众们熟悉的“Elon时间”。</p>\n<p>7:54 活动即将开始<img src=\"https://static.tigerbbs.com/ccd02c7859683bd5c175780a1a771a4e\" tg-width=\"1373\" tg-height=\"795\" referrerpolicy=\"no-referrer\">活动预计于北京时间8月20日08:00开始<img src=\"https://static.tigerbbs.com/d68983103c6c7660db2825cda61b465b\" tg-width=\"1062\" tg-height=\"1309\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/923df739f5d00fef7ad61ef4a1d53dd7","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160799393","content_text":"【直播：直击特斯拉AI日】\n美国太平洋时间8月19日下午17点，特斯拉在帕罗奥图总部召开AI日，发布AI训练Dojo D1芯片和训练机器Dojo，以及特斯拉Bot的蓝图。\n11:03 现场活动已结束\n11:02 在特斯拉AI日期间，特斯拉北美官网显示，订购特斯拉汽车的押金从100美元上调至250美元。\n10:57 在图像识别是否可能被欺骗的问题上，马斯克表示目前的确存在这种情况，例如穿着一件带有停车标记的T恤然后向车辆展示，现在的系统的确会识别并停车，后续可能会通过训练系统使其认知到这是T恤而不是真的信号标记。\n10:47 马斯克：AI在预测道路状况方面其实要远强于人类。\n10:39 特斯拉官网显示，开发特斯拉Bot的目的是从事危险、重复或无聊的工作，公司正在招募工程师将AI技术用于汽车之外的领域。马斯克在现场也强调这些机器人将从事那些人类最不愿意干的工作。\n10:30 在被问及开发与制造业相关的AI与他此前“外星无畏舰”（Alien Dreadnought）的设想有何关系时，马斯克表示，特斯拉工厂中大多数的生产已经自动化。我们正在制造的部件很适合用于人型机器人，所以我们可能应该制造它。如果我们不做，其他人就会做——而且我们希望它们是安全的。\n10:20 在回答系统开源问题时，马斯克表示开发这些技术相当昂贵，很难说何时会开源，但如果有汽车公司愿意购买系统授权，这将是可行的。\n10:15 发布会环节结束，所有人上台接受现场观众提问\n10:10 马斯克发布特斯拉BOT，并且欢迎更多行业人士加盟开发\n10:07 Dojo AI训练电脑是世界上最强大的人工学习机器，使用7nm芯片驱动50万个训练单元搭建在一起，公司预计下一代产品还将带来10倍以上的提升。\n9:54 Kovac展示人工智能训练Dojo D1芯片\n9:51 特斯拉Autopilot工程主管Milan Kovac登台演讲，展示如何将神经网络应用在汽车中。\n9:47 Karpathy展示了特斯拉用来训练神经网络的硬件，强调公司的算力在过去两年里呈现翻倍增长的态势。9:40 Ashok进一步展示了自动标记技术，强调道路上有太多物体需要标记，通过这项技术行驶中的车辆能够“重组”道路上的场景，更快的标记技术也使得车辆更加安全地巡航。同时Ashok也表示，这项技术帮助公司在FSD和Autopilot套件上摆脱了雷达。\n9:31 Karpathy：特斯拉建立了1000人的自营数据标记团队，目前在使用2D画面进行标记，未来将转向4D标记，但即便如此对于实际应用还是不够。9:24 Autopilot软件主管Ashok Elluswamy登场，继续讲述设计系统时遇到的一系列问题。Ashok 展示了特斯拉针对这些问题的解决方案——“混合规划系统”。他指出，当与其他汽车一起驾驶时，自动驾驶仪不仅必须考虑它们将如何驾驶，还必须考虑其他汽车将如何操作。9:18 特斯拉实际上重新设计迭代了他们的神经网络，从头开始学习，并利用了多头路径。其中包括摄像机校准、缓存、队列和优化以简化所有任务。这使得特斯拉可以在行驶时有效地实时绘制地图。\n9:17 Karpathy在现场的展示显示现在特斯拉电动车已经能够在行驶过程中高效生成实时地图，这也比Super Cruise、Waymo等竞品采取的策略更加先进。\n8:56 Andrej Karpathy讨论了特斯拉人工智能的视觉组件，他指出，特斯拉在设计其汽车的视觉皮层时，是按照眼睛感知生物视觉的方式进行建模的。他还谈到了特斯拉的视觉处理策略多年来是如何演变的，以及现在是如何实现的。Karpathy还提到了特斯拉的“HydraNets”，它具有多任务学习能力。\n8:55 Andrej Karpathy继续解释使用图像识别真实世界物体的原理。\n8:53 现在由特斯拉AI负责人Andrej Karpathy展示如何通过摄像头图像建模，以及如何模拟人脑处理图像的能力\n8:48 特斯拉CEO埃隆·马斯克现身活动现场。8:46 现场观众表示已经看到了马斯克，意味着活动即将开始8:39 经过了半个小时的等待，活动进入开场视频阶段。特斯拉展示了一段自动驾驶视频。8:09 目前活动仍未开始，这次活动再次出现了观众们熟悉的“Elon时间”。\n7:54 活动即将开始活动预计于北京时间8月20日08:00开始","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830927263,"gmtCreate":1629003072452,"gmtModify":1676529908887,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/830927263","repostId":"1142153860","repostType":4,"repost":{"id":"1142153860","pubTimestamp":1628907066,"share":"https://www.laohu8.com/m/news/1142153860?lang=&edition=full","pubTime":"2021-08-14 10:11","market":"us","language":"zh","title":"高盛Q2持仓：买入587万股阿里，减持标普500ETF","url":"https://stock-news.laohu8.com/highlight/detail?id=1142153860","media":"智通财经网","summary":"高盛二季度持仓总市值达4463.9亿美元，环比增长12.6%。","content":"<p>作者：许然</p>\n<p>周五，根据美国证券交易委员会(SEC)披露，<a href=\"https://laohu8.com/S/GS\">高盛</a>递交了截止至2021年6月30日的二季度持仓报告(13F)。</p>\n<p>据统计，高盛二季度持仓总市值达4463.9亿美元，上一季度总市值为3964.54亿美元，环比增长12.6%。在二季度的持仓组合中新增了836只个股，增持了2591只个股。同时，高盛还减持了2356只个股并清仓了706只个股。其中前十大持仓标的占总市值的17.27%。</p>\n<p><img src=\"https://static.tigerbbs.com/3d5cec0fc3d9f436677caf598225f9ae\" tg-width=\"1889\" tg-height=\"1106\" referrerpolicy=\"no-referrer\"></p>\n<p>该行在二季度大举买入587万股<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>，并成为第五大持仓股，另外<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/FB\">Facebook</a>及<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>等科技股也获较大幅度增持。</p>\n<p>减持方面，本季度高盛大幅减持了<a href=\"https://laohu8.com/S/SPY\">标普500ETF</a>、纳斯达克100ETF(QQQ.US)等ETF以及<a href=\"https://laohu8.com/S/V\">Visa</a>、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>等金融股，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>等部分科技股也遭不同程度减持。</p>\n<p>截至第二季度，高盛前五大持仓股分别为标普500ETF、苹果、微软、安硕<a href=\"https://laohu8.com/S/R2US.UK\">罗素2000ETF</a>(IWM.US)及阿里巴巴。</p>\n<p><img src=\"https://static.tigerbbs.com/dd36355c8185a18b6a319e744e58ab34\" tg-width=\"1484\" tg-height=\"624\" referrerpolicy=\"no-referrer\"></p>","source":"live_zhitongcaijing","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>高盛Q2持仓：买入587万股阿里，减持标普500ETF</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛Q2持仓：买入587万股阿里，减持标普500ETF\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-14 10:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/535250.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：许然\n周五，根据美国证券交易委员会(SEC)披露，高盛递交了截止至2021年6月30日的二季度持仓报告(13F)。\n据统计，高盛二季度持仓总市值达4463.9亿美元，上一季度总市值为3964.54亿美元，环比增长12.6%。在二季度的持仓组合中新增了836只个股，增持了2591只个股。同时，高盛还减持了2356只个股并清仓了706只个股。其中前十大持仓标的占总市值的17.27%。\n\n该行在...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/535250.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b3684302211042d481cacf9066fbcca","relate_stocks":{"BABA":"阿里巴巴","GS":"高盛"},"source_url":"https://www.zhitongcaijing.com/content/detail/535250.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1142153860","content_text":"作者：许然\n周五，根据美国证券交易委员会(SEC)披露，高盛递交了截止至2021年6月30日的二季度持仓报告(13F)。\n据统计，高盛二季度持仓总市值达4463.9亿美元，上一季度总市值为3964.54亿美元，环比增长12.6%。在二季度的持仓组合中新增了836只个股，增持了2591只个股。同时，高盛还减持了2356只个股并清仓了706只个股。其中前十大持仓标的占总市值的17.27%。\n\n该行在二季度大举买入587万股阿里巴巴，并成为第五大持仓股，另外苹果、Facebook及特斯拉等科技股也获较大幅度增持。\n减持方面，本季度高盛大幅减持了标普500ETF、纳斯达克100ETF(QQQ.US)等ETF以及Visa、摩根大通等金融股，亚马逊、谷歌等部分科技股也遭不同程度减持。\n截至第二季度，高盛前五大持仓股分别为标普500ETF、苹果、微软、安硕罗素2000ETF(IWM.US)及阿里巴巴。","news_type":1},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896918097,"gmtCreate":1628551275219,"gmtModify":1703507843975,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/896918097","repostId":"1189888282","repostType":4,"repost":{"id":"1189888282","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":1628549563,"share":"https://www.laohu8.com/m/news/1189888282?lang=&edition=full","pubTime":"2021-08-10 06:52","market":"us","language":"zh","title":"AMC院线Q2营收4.45亿美元超预期，盘后一度涨逾9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1189888282","media":"老虎资讯综合","summary":"周一美股收盘后，AMC院线公布了2021年第二季度财报。因营收及净亏损好于预期，该股在盘后交易中一度涨逾9%。\n\n财报显示，公司第二季度营收4.45亿美元，市场预期为3.82亿美元，去年同期为1900","content":"<p>周一美股收盘后，<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>公布了2021年第二季度财报。因营收及净亏损好于预期，该股在盘后交易中一度涨逾9%。</p>\n<p><img src=\"https://static.tigerbbs.com/e08de01e164dbd877efa3387c2436ae4\" tg-width=\"898\" tg-height=\"894\" referrerpolicy=\"no-referrer\"></p>\n<p>财报显示，公司第二季度营收4.45亿美元，市场预期为3.82亿美元，去年同期为1900万美元；第二季度净亏损为3.44亿美元，每股净亏损为0.71美元，市场预期为0.94美元；截至第二季度末，公司共持有18.11亿美元现金；该公司还表示，计划在年底前开始接受比特币支付。</p>\n<p><img src=\"https://static.tigerbbs.com/7f938af7c85a1594b7dd55fddf1184c6\" tg-width=\"1099\" tg-height=\"640\" referrerpolicy=\"no-referrer\"></p>\n<p>AMC院线二季度美国市场的上座数为1780.1万人，国际市场的上座数为426.7万人，综合上座数为2206.8万人。美国市场平均票价为10.9美元，国际市场平均票价为9.12美元，综合平均票价为10.56美元。美国市场上平均每位观影者在食物及饮料上的消费为7.91美元，国际市场上平均每位观影者在食物及饮料上的消费为4.85美元，综合平均每位观影者在食物及饮料上的消费为7.32美元。</p>\n<p>截至2021年6月30日，AMC经营着全美593家国内影院，以及335家国际影院，占其国际影院的95%。公司表示，其大部分国际影院在第二季度的前两个月暂停营业，直到6月初才重新开业。</p>\n<p>AMC主席兼首席执行官Adam Aron表示：“2021年第二季度对AMC来说是转型期，我们本季度又筹集了12.5亿美元的新股本(未计入佣金和费用)，使我们的季度末流动资金超过20亿美元(包括现金和未提取的循环信贷额度)，这大约是公司100多年历史上此类最高纪录的两倍。”</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院线Q2营收4.45亿美元超预期，盘后一度涨逾9%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMC院线Q2营收4.45亿美元超预期，盘后一度涨逾9%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-10 06:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周一美股收盘后，<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>公布了2021年第二季度财报。因营收及净亏损好于预期，该股在盘后交易中一度涨逾9%。</p>\n<p><img src=\"https://static.tigerbbs.com/e08de01e164dbd877efa3387c2436ae4\" tg-width=\"898\" tg-height=\"894\" referrerpolicy=\"no-referrer\"></p>\n<p>财报显示，公司第二季度营收4.45亿美元，市场预期为3.82亿美元，去年同期为1900万美元；第二季度净亏损为3.44亿美元，每股净亏损为0.71美元，市场预期为0.94美元；截至第二季度末，公司共持有18.11亿美元现金；该公司还表示，计划在年底前开始接受比特币支付。</p>\n<p><img src=\"https://static.tigerbbs.com/7f938af7c85a1594b7dd55fddf1184c6\" tg-width=\"1099\" tg-height=\"640\" referrerpolicy=\"no-referrer\"></p>\n<p>AMC院线二季度美国市场的上座数为1780.1万人，国际市场的上座数为426.7万人，综合上座数为2206.8万人。美国市场平均票价为10.9美元，国际市场平均票价为9.12美元，综合平均票价为10.56美元。美国市场上平均每位观影者在食物及饮料上的消费为7.91美元，国际市场上平均每位观影者在食物及饮料上的消费为4.85美元，综合平均每位观影者在食物及饮料上的消费为7.32美元。</p>\n<p>截至2021年6月30日，AMC经营着全美593家国内影院，以及335家国际影院，占其国际影院的95%。公司表示，其大部分国际影院在第二季度的前两个月暂停营业，直到6月初才重新开业。</p>\n<p>AMC主席兼首席执行官Adam Aron表示：“2021年第二季度对AMC来说是转型期，我们本季度又筹集了12.5亿美元的新股本(未计入佣金和费用)，使我们的季度末流动资金超过20亿美元(包括现金和未提取的循环信贷额度)，这大约是公司100多年历史上此类最高纪录的两倍。”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0ee61f3102969f347b6aec27973133fc","relate_stocks":{"AMC":"AMC院线"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189888282","content_text":"周一美股收盘后，AMC院线公布了2021年第二季度财报。因营收及净亏损好于预期，该股在盘后交易中一度涨逾9%。\n\n财报显示，公司第二季度营收4.45亿美元，市场预期为3.82亿美元，去年同期为1900万美元；第二季度净亏损为3.44亿美元，每股净亏损为0.71美元，市场预期为0.94美元；截至第二季度末，公司共持有18.11亿美元现金；该公司还表示，计划在年底前开始接受比特币支付。\n\nAMC院线二季度美国市场的上座数为1780.1万人，国际市场的上座数为426.7万人，综合上座数为2206.8万人。美国市场平均票价为10.9美元，国际市场平均票价为9.12美元，综合平均票价为10.56美元。美国市场上平均每位观影者在食物及饮料上的消费为7.91美元，国际市场上平均每位观影者在食物及饮料上的消费为4.85美元，综合平均每位观影者在食物及饮料上的消费为7.32美元。\n截至2021年6月30日，AMC经营着全美593家国内影院，以及335家国际影院，占其国际影院的95%。公司表示，其大部分国际影院在第二季度的前两个月暂停营业，直到6月初才重新开业。\nAMC主席兼首席执行官Adam Aron表示：“2021年第二季度对AMC来说是转型期，我们本季度又筹集了12.5亿美元的新股本(未计入佣金和费用)，使我们的季度末流动资金超过20亿美元(包括现金和未提取的循环信贷额度)，这大约是公司100多年历史上此类最高纪录的两倍。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800966220,"gmtCreate":1627272714960,"gmtModify":1703486469107,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/800966220","repostId":"2154677958","repostType":4,"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147751433,"gmtCreate":1626392772822,"gmtModify":1703759142830,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/147751433","repostId":"1182732821","repostType":4,"repost":{"id":"1182732821","pubTimestamp":1626363142,"share":"https://www.laohu8.com/m/news/1182732821?lang=&edition=full","pubTime":"2021-07-15 23:32","market":"sh","language":"zh","title":"京东涨薪，小米发红包，大厂突然不卷了？","url":"https://stock-news.laohu8.com/highlight/detail?id=1182732821","media":"凤凰WEEKLY财经","summary":"京东这波涨薪，不寻常\n\n一旦有了钱，刘强东就成了那个讲义气的男人。这次，凭的是向兄弟姐妹们撒钱的勇气。\n7月13日，京东集团宣布自2021年7月1日开始到2023年7月1日，用两年时间，将员工平均年薪","content":"<blockquote>\n <a href=\"https://laohu8.com/S/JD\">京东</a>这波涨薪，不寻常\n</blockquote>\n<p>一旦有了钱，刘强东就成了那个讲义气的男人。这次，凭的是向兄弟姐妹们撒钱的勇气。</p>\n<p>7月13日，京东集团宣布自2021年7月1日开始到2023年7月1日，用两年时间，将员工平均年薪由14薪逐步涨至16薪，在2021年7月1日之前的基础上直接涨薪两个月。</p>\n<p><img src=\"https://static.tigerbbs.com/ee0495fed5fd91fb522061619b9c9dc7\" tg-width=\"1080\" tg-height=\"596\" referrerpolicy=\"no-referrer\"></p>\n<p>字越少事越大，京东的操作被网友夸为“<b>直男式涨薪</b>”——简单直接，说涨就涨不拖沓。</p>\n<p>仅仅是在两年前，京东还在全员推行“995”工作制。早上9点上班，晚上9点下班，一周工作5天，同时高管末位淘汰。一时间，各界纷纷控诉京东“白加班”、“没底线”。</p>\n<p><b>从白加班到瞬间涨薪，京东怎么突然不卷了？</b></p>\n<p><b>1</b></p>\n<p><b>刘强东有钱了，让一小部分人先富起来</b></p>\n<p>京东员工在笑，网友在夸刘强东有良心。在京东官方微信号“京东黑板报下”，各部门纷纷开始打出招聘广告，诚邀各路英豪加入京东。</p>\n<p><img src=\"https://static.tigerbbs.com/3ea6e2aadefb7cfdbcad8cf9c4840146\" tg-width=\"1080\" tg-height=\"855\" referrerpolicy=\"no-referrer\"></p>\n<p>但基层员工想要和刘强东称兄道弟，未免为时尚早。</p>\n<p>据媒体报道，<b>此次涨薪并非全员实行</b>，京东的员工分为mpt序列和os序列，其中m是指管理，p是指项目经理，t是指产品和技术，而os是指基层员工，比如分拣员，配送员。</p>\n<p><b>而本次加薪会覆盖mpt序列，os序列的员工则会对部分地区和部分工种进行加薪。</b>具体方案和内容将由hr委员会讨论出方案另行通知。</p>\n<p>数据显示，2021年第一季度，京东体系上市公司及非上市公司员工数约37万人，其中<a href=\"https://laohu8.com/S/02618\">京东物流</a>员工数量达到约26万人，占到京东员工的70%。而京东物流中仓储、快递、客服等一线员工超过24万人，属于os序列。</p>\n<p>也就是说，<b>现在确定涨薪的京东员工只是小部分人</b>。包括广大快递员在内的刘强东“兄弟们”，想要涨薪，还得“研究”。</p>\n<p>即使是给这一小部分人涨薪，首要的原因，也是因为刘强东和京东跑出了近几年来的一个小高潮。</p>\n<p>2020年6月，<a href=\"https://laohu8.com/S/DADA\">达达集团</a>率先登陆纳斯达克敲钟上市；随后母公司京东没到两个星期赴港二次上市；12月，<a href=\"https://laohu8.com/S/06618\">京东健康</a>也正式于香港联交所主板上市；2021年5月，京东物流也在港交所成功上市。</p>\n<p><b>一系列的资本化运作，让刘强东成为手握4家IPO独角兽公司的风云人物，也让公司有了充足的资金。</b></p>\n<p>业务基本盘稳住了，现金流稳住了，京东到了最不缺钱的时候。</p>\n<p><b>2</b></p>\n<p><b>再不涨薪，员工可能就跑了</b></p>\n<p>业务基本盘稳固的同时，包括京东员工在内的多位业内人士都认为，<b>京东这次的涨薪策略应该是为了吸引人才、留住人才</b>。</p>\n<p>相比物流和健康的成功上市，京东的另一驾马车——<b>京东数科则是变动频频</b>。</p>\n<p>2021年以来，京东数科经历了撤回上市，重组京东云和AI业务等一系列动作，尽量弱化金融业务在京东数科中的分量。</p>\n<p><b>这对以白条、金融为代表的原京东数科业务线来说，不啻于一场内部地震。</b></p>\n<p>由此产生大量的人员变动。京东数科原高管、京东白条业务负责人许凌已于今年被调回京东集团任职，另有传言称，京东数科另一位高级副总裁谢锦生近期也会有岗位方面的变动。</p>\n<p><b>频繁的人员流动，对一家公司的稳定性会产生冲击。</b>高管尚且如此，对基层员工的影响更是可想而知。</p>\n<p>上个月，上市失败的京东数科还爆出裁员的消息。甚至有员工在社交平台上曝光称，在某一天，京东数科的旗下一条业务线直接“优化”了40人。</p>\n<p><img src=\"https://static.tigerbbs.com/f3f708c1f48bc4ce67087b81279dd0b2\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p>类似的裁员消息，一方面体现出内部的动荡，另一方面，裁员消息的爆出，某种程度上也是劣币驱逐良币的过程。</p>\n<p>说穿了，在社交平台上主动曝光裁员，或者抱怨自己被裁掉的，多数是不想走的人。</p>\n<p>而公司高层真正想留的人，则更可能因为在公司内部的动荡与不安定中，早早被同行以更高的待遇悄悄挖走。</p>\n<p>在招股书公布之前，就有京东数科的员工对外透露，<b>京东数科和其他巨头旗下的金融公司相比，薪酬待遇偏低</b>。</p>\n<p>从京东数科此前招股书曝光的数字来看，京东数科研发人员2020年上半年6个月的平均总薪酬是30.83万元。2019年时是52.99万元。</p>\n<p>相比之下，<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>研发人员2020年上半年的平均总薪酬已经达到53.73万元。近乎京东的两倍。也就是说，<b>蚂蚁的员工半年的收入，就几乎顶的上京东的一年</b>。</p>\n<p><b>京东原本的14薪，在互联网大厂的薪资体系中也处于鄙视链末端。</b>诸如BAT员工保底都是16薪，根据绩效成绩，拿到19薪的人也有。</p>\n<p>曾在京东实习过的刘琦告诉<i><b>《凤凰WEEKLY财经》</b></i>记者，京东工作强度非常大，<b>虽然说是早9晚7，但他基本从来没有准时7点下过班，双十一守在公司奋战到晚上12点是常态，最晚工作到2点</b>。</p>\n<p>但即使是如此高强度的工作，京东的薪资却让刘琦不敢恭维，“京东校招生薪资非常一般，活多还熬人，电商的工作量太大了。我是运营，负责打开京东首页位置的广告位，每天都有规定数量，需要安排协调部门上哪个商品，每天都要报名，不报名就挨罚，<b>基本就是催命</b>。”</p>\n<p>实习期结束后，虽然他收到了京东的offer，但他还是选择了16薪的网易。</p>\n<p><img src=\"https://static.tigerbbs.com/cb6239c93e06506bfba5b6d3880d2f46\" tg-width=\"500\" tg-height=\"280\" referrerpolicy=\"no-referrer\"></p>\n<p>在薪资方面和工作强度之间的平衡，京东一直不能算是最优选择，<b>16薪改革后，也不过是与其他大厂打个平手</b>。</p>\n<p>脉脉发布的一份《新经济、新选择 ——人才流动与迁徙2021》报告显示，2020年中国经济公司人才净流入Top20榜单中，排在前五位的分别是字节跳动、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、快手、<a href=\"https://laohu8.com/S/00700\">腾讯</a>和美团。<b>京东仅仅排在第14位。</b></p>\n<p>想要留住人，刘强东得像两年前的995一样，逼自己玩命。</p>\n<p><b>3</b></p>\n<p><b>频繁撒钱，大厂在取悦谁？</b></p>\n<p><b>除京东外，近期不少大厂也开始对员工减压或奖励措施。</b></p>\n<p>比如，6月25日，快手宣布自7月1日起取消大小周，员工按需加班，公司按照相关规定向员工支付加班工资。这距离今年1月快手开始试运行大小周，还不到半年。快手前脚政策刚落地，字节便相继宣布取消大小周，引来围墙内外的人一阵雀跃欢呼。</p>\n<p>雷军也开始频繁撒钱，7月2日，雷军宣布，授予小米3904名员工7000多万股股票；7月5日，给金山全体正式员工每人600股，总计480万股股票，7月6日，再次向122位核心员工奖励1.1965亿股小米股票。</p>\n<p><img src=\"https://static.tigerbbs.com/68316d829657f12ade7716bebb25f295\" tg-width=\"800\" tg-height=\"576\" referrerpolicy=\"no-referrer\"></p>\n<p>按照上述股票的股价粗略计算，5天时间，雷军总计抛出了大约43亿。</p>\n<p>再加上刘强东的骤然涨薪，都让人有些怀疑当初对996时代的互联网大厂的刻板印象，莫不是大厂不需要拼命了吗？</p>\n<p>当然不是。</p>\n<p>一方面，<b>互联网大厂的搏命式打法，已经引发了全社会的声讨</b>。</p>\n<p>7月13日，人民政协报刊文表示，要坚决防止和避免无休无限地榨取剩余劳动力及其高额剩余价值，甚至把员工不顾命的飞骑奔跑的分分秒秒都与精准计算的元角分挂起钩来，无视员工的基本权益保障和生命安全。</p>\n<p>另一方面，<b>互联网大厂之间的竞争由跑马圈地的增量时代进入存量时代之后，市场竞争的根源已经不再是单纯的“拼命”了，而在于“拼命”的目的和方式</b>。</p>\n<p>当单纯拼命所付出的成本，与产出的收益无法成为正比之时，大厂必须要寻求更优化的工作方式，向现有的业务要效率。</p>\n<p>同时，互联网人才方面的竞争也进入到存量竞争时代。大厂逐渐意识到，相比空中楼阁一般的期权，真金白银的薪资和奖金，更能刺激员工的拼搏精神，也更能留住人。</p>\n<p>任正非曾经有一句话：“<b>华为人，都不是人才，钱给多了，不是人才也变成了人才！</b>”</p>\n<p>尤其是互联网大厂们需要新的业务引擎，或者是在原有的基础上需要奋起直追的时候。更是如此。</p>\n<p>小米正在忙于芯片和造车的投入，京东则需要平复一直以来的内部震荡。</p>\n<p>在这样的背景下，大厂们争先恐后“福利内卷”，无外乎向外界透露两个信号：</p>\n<p>一是公司有钱，有实力去实施覆盖数十万员工的福利调整。</p>\n<p>二是对人才的渴望和需求增大，让大厂变得更加焦虑，不得不用提高福利的手段去吸引新鲜血液进入公司。</p>\n<p>这是每一个打工人所期待的。</p>\n<p><img src=\"https://static.tigerbbs.com/4b3eedfe345b764e9b181a90fd007417\" tg-width=\"690\" tg-height=\"437\" referrerpolicy=\"no-referrer\"></p>\n<p>脉脉发布的一份《新经济、新选择 ——人才流动与迁徙2021》报告显示，基层打工人选择下一份工作的考虑因素中，排在前三位的依次是薪资收入、个人发展提升机会和稳定性。</p>\n<p>中国人民大学助理教授王鹏对<i><b>《凤凰WEEKLY财经》</b></i>记者表示，正是因为大厂之前的剥削行为，引发社会产生“内卷”、“躺平”等丧文化，大厂需要对福利待遇重新洗牌，首先是顺应监管趋势，其次能够满足员工的代际传递，最后便是呼应社会的关注，增加企业人性化程度与企业工作黏性。</p>\n<p>身为大厂，想要让员工真心实意为公司卖命，套用董明珠的一句话，“<b>不要等员工要求涨工资，要主动加工资，超越员工的期望。</b>”</p>\n<p>（应采访者要求，刘琦为化名）</p>","source":"lsy1598401734913","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>京东涨薪，小米发红包，大厂突然不卷了？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n京东涨薪，小米发红包，大厂突然不卷了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-15 23:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/dNtd6bZbyDCk7ObqX8JEkw><strong>凤凰WEEKLY财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>京东这波涨薪，不寻常\n\n一旦有了钱，刘强东就成了那个讲义气的男人。这次，凭的是向兄弟姐妹们撒钱的勇气。\n7月13日，京东集团宣布自2021年7月1日开始到2023年7月1日，用两年时间，将员工平均年薪由14薪逐步涨至16薪，在2021年7月1日之前的基础上直接涨薪两个月。\n\n字越少事越大，京东的操作被网友夸为“直男式涨薪”——简单直接，说涨就涨不拖沓。\n仅仅是在两年前，京东还在全员推行“995”...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/dNtd6bZbyDCk7ObqX8JEkw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5e16e41093cc78a48fe7253a5ad378fe","relate_stocks":{"01810":"小米集团-W","JD":"京东","09618":"京东集团-SW"},"source_url":"https://mp.weixin.qq.com/s/dNtd6bZbyDCk7ObqX8JEkw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182732821","content_text":"京东这波涨薪，不寻常\n\n一旦有了钱，刘强东就成了那个讲义气的男人。这次，凭的是向兄弟姐妹们撒钱的勇气。\n7月13日，京东集团宣布自2021年7月1日开始到2023年7月1日，用两年时间，将员工平均年薪由14薪逐步涨至16薪，在2021年7月1日之前的基础上直接涨薪两个月。\n\n字越少事越大，京东的操作被网友夸为“直男式涨薪”——简单直接，说涨就涨不拖沓。\n仅仅是在两年前，京东还在全员推行“995”工作制。早上9点上班，晚上9点下班，一周工作5天，同时高管末位淘汰。一时间，各界纷纷控诉京东“白加班”、“没底线”。\n从白加班到瞬间涨薪，京东怎么突然不卷了？\n1\n刘强东有钱了，让一小部分人先富起来\n京东员工在笑，网友在夸刘强东有良心。在京东官方微信号“京东黑板报下”，各部门纷纷开始打出招聘广告，诚邀各路英豪加入京东。\n\n但基层员工想要和刘强东称兄道弟，未免为时尚早。\n据媒体报道，此次涨薪并非全员实行，京东的员工分为mpt序列和os序列，其中m是指管理，p是指项目经理，t是指产品和技术，而os是指基层员工，比如分拣员，配送员。\n而本次加薪会覆盖mpt序列，os序列的员工则会对部分地区和部分工种进行加薪。具体方案和内容将由hr委员会讨论出方案另行通知。\n数据显示，2021年第一季度，京东体系上市公司及非上市公司员工数约37万人，其中京东物流员工数量达到约26万人，占到京东员工的70%。而京东物流中仓储、快递、客服等一线员工超过24万人，属于os序列。\n也就是说，现在确定涨薪的京东员工只是小部分人。包括广大快递员在内的刘强东“兄弟们”，想要涨薪，还得“研究”。\n即使是给这一小部分人涨薪，首要的原因，也是因为刘强东和京东跑出了近几年来的一个小高潮。\n2020年6月，达达集团率先登陆纳斯达克敲钟上市；随后母公司京东没到两个星期赴港二次上市；12月，京东健康也正式于香港联交所主板上市；2021年5月，京东物流也在港交所成功上市。\n一系列的资本化运作，让刘强东成为手握4家IPO独角兽公司的风云人物，也让公司有了充足的资金。\n业务基本盘稳住了，现金流稳住了，京东到了最不缺钱的时候。\n2\n再不涨薪，员工可能就跑了\n业务基本盘稳固的同时，包括京东员工在内的多位业内人士都认为，京东这次的涨薪策略应该是为了吸引人才、留住人才。\n相比物流和健康的成功上市，京东的另一驾马车——京东数科则是变动频频。\n2021年以来，京东数科经历了撤回上市，重组京东云和AI业务等一系列动作，尽量弱化金融业务在京东数科中的分量。\n这对以白条、金融为代表的原京东数科业务线来说，不啻于一场内部地震。\n由此产生大量的人员变动。京东数科原高管、京东白条业务负责人许凌已于今年被调回京东集团任职，另有传言称，京东数科另一位高级副总裁谢锦生近期也会有岗位方面的变动。\n频繁的人员流动，对一家公司的稳定性会产生冲击。高管尚且如此，对基层员工的影响更是可想而知。\n上个月，上市失败的京东数科还爆出裁员的消息。甚至有员工在社交平台上曝光称，在某一天，京东数科的旗下一条业务线直接“优化”了40人。\n\n类似的裁员消息，一方面体现出内部的动荡，另一方面，裁员消息的爆出，某种程度上也是劣币驱逐良币的过程。\n说穿了，在社交平台上主动曝光裁员，或者抱怨自己被裁掉的，多数是不想走的人。\n而公司高层真正想留的人，则更可能因为在公司内部的动荡与不安定中，早早被同行以更高的待遇悄悄挖走。\n在招股书公布之前，就有京东数科的员工对外透露，京东数科和其他巨头旗下的金融公司相比，薪酬待遇偏低。\n从京东数科此前招股书曝光的数字来看，京东数科研发人员2020年上半年6个月的平均总薪酬是30.83万元。2019年时是52.99万元。\n相比之下，蚂蚁集团研发人员2020年上半年的平均总薪酬已经达到53.73万元。近乎京东的两倍。也就是说，蚂蚁的员工半年的收入，就几乎顶的上京东的一年。\n京东原本的14薪，在互联网大厂的薪资体系中也处于鄙视链末端。诸如BAT员工保底都是16薪，根据绩效成绩，拿到19薪的人也有。\n曾在京东实习过的刘琦告诉《凤凰WEEKLY财经》记者，京东工作强度非常大，虽然说是早9晚7，但他基本从来没有准时7点下过班，双十一守在公司奋战到晚上12点是常态，最晚工作到2点。\n但即使是如此高强度的工作，京东的薪资却让刘琦不敢恭维，“京东校招生薪资非常一般，活多还熬人，电商的工作量太大了。我是运营，负责打开京东首页位置的广告位，每天都有规定数量，需要安排协调部门上哪个商品，每天都要报名，不报名就挨罚，基本就是催命。”\n实习期结束后，虽然他收到了京东的offer，但他还是选择了16薪的网易。\n\n在薪资方面和工作强度之间的平衡，京东一直不能算是最优选择，16薪改革后，也不过是与其他大厂打个平手。\n脉脉发布的一份《新经济、新选择 ——人才流动与迁徙2021》报告显示，2020年中国经济公司人才净流入Top20榜单中，排在前五位的分别是字节跳动、阿里巴巴、快手、腾讯和美团。京东仅仅排在第14位。\n想要留住人，刘强东得像两年前的995一样，逼自己玩命。\n3\n频繁撒钱，大厂在取悦谁？\n除京东外，近期不少大厂也开始对员工减压或奖励措施。\n比如，6月25日，快手宣布自7月1日起取消大小周，员工按需加班，公司按照相关规定向员工支付加班工资。这距离今年1月快手开始试运行大小周，还不到半年。快手前脚政策刚落地，字节便相继宣布取消大小周，引来围墙内外的人一阵雀跃欢呼。\n雷军也开始频繁撒钱，7月2日，雷军宣布，授予小米3904名员工7000多万股股票；7月5日，给金山全体正式员工每人600股，总计480万股股票，7月6日，再次向122位核心员工奖励1.1965亿股小米股票。\n\n按照上述股票的股价粗略计算，5天时间，雷军总计抛出了大约43亿。\n再加上刘强东的骤然涨薪，都让人有些怀疑当初对996时代的互联网大厂的刻板印象，莫不是大厂不需要拼命了吗？\n当然不是。\n一方面，互联网大厂的搏命式打法，已经引发了全社会的声讨。\n7月13日，人民政协报刊文表示，要坚决防止和避免无休无限地榨取剩余劳动力及其高额剩余价值，甚至把员工不顾命的飞骑奔跑的分分秒秒都与精准计算的元角分挂起钩来，无视员工的基本权益保障和生命安全。\n另一方面，互联网大厂之间的竞争由跑马圈地的增量时代进入存量时代之后，市场竞争的根源已经不再是单纯的“拼命”了，而在于“拼命”的目的和方式。\n当单纯拼命所付出的成本，与产出的收益无法成为正比之时，大厂必须要寻求更优化的工作方式，向现有的业务要效率。\n同时，互联网人才方面的竞争也进入到存量竞争时代。大厂逐渐意识到，相比空中楼阁一般的期权，真金白银的薪资和奖金，更能刺激员工的拼搏精神，也更能留住人。\n任正非曾经有一句话：“华为人，都不是人才，钱给多了，不是人才也变成了人才！”\n尤其是互联网大厂们需要新的业务引擎，或者是在原有的基础上需要奋起直追的时候。更是如此。\n小米正在忙于芯片和造车的投入，京东则需要平复一直以来的内部震荡。\n在这样的背景下，大厂们争先恐后“福利内卷”，无外乎向外界透露两个信号：\n一是公司有钱，有实力去实施覆盖数十万员工的福利调整。\n二是对人才的渴望和需求增大，让大厂变得更加焦虑，不得不用提高福利的手段去吸引新鲜血液进入公司。\n这是每一个打工人所期待的。\n\n脉脉发布的一份《新经济、新选择 ——人才流动与迁徙2021》报告显示，基层打工人选择下一份工作的考虑因素中，排在前三位的依次是薪资收入、个人发展提升机会和稳定性。\n中国人民大学助理教授王鹏对《凤凰WEEKLY财经》记者表示，正是因为大厂之前的剥削行为，引发社会产生“内卷”、“躺平”等丧文化，大厂需要对福利待遇重新洗牌，首先是顺应监管趋势，其次能够满足员工的代际传递，最后便是呼应社会的关注，增加企业人性化程度与企业工作黏性。\n身为大厂，想要让员工真心实意为公司卖命，套用董明珠的一句话，“不要等员工要求涨工资，要主动加工资，超越员工的期望。”\n（应采访者要求，刘琦为化名）","news_type":1},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145822473,"gmtCreate":1626218422992,"gmtModify":1703755580632,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/145822473","repostId":"2151569582","repostType":4,"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":133750966,"gmtCreate":1621813268655,"gmtModify":1704362537778,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/133750966","repostId":"2137827351","repostType":4,"repost":{"id":"2137827351","pubTimestamp":1621788339,"share":"https://www.laohu8.com/m/news/2137827351?lang=&edition=full","pubTime":"2021-05-24 00:45","market":"us","language":"en","title":"Inflation data, consumer confidence: What to know this week","url":"https://stock-news.laohu8.com/highlight/detail?id=2137827351","media":"Yahoo Finance","summary":"Investors this week are poised to receive a number of key economic data reports offering the latest ","content":"<p>Investors this week are poised to receive a number of key economic data reports offering the latest look at the state of inflation in the U.S., with investors and consumers alike jittery at the prospects of rising prices during the post-pandemic recovery.</p><p>The U.S. Bureau of Economic Analysis will release its April personal consumption expenditures (PCE) index on Friday. The print is expected to show a rise of 3.5% in April over last year for the biggest increase since 2008, according to Bloomberg consensus data. This would also accelerate after a year-on-year jump of 2.3% in March. On a month-over-month basis, the PCE likely increased by 0.6%, accelerating after a 0.5% increase during the prior month.</p><p>Stripping away volatile food and energy prices, the so-called core PCE is expected to have increased by 2.9% in April over last year, which would be the largest jump in more than two decades.</p><p>Though the core PCE serves as the Federal Reserve's preferred inflation gauge, the expected surge in this week's inflation reports are unlikely to provoke immediate concern for the central bank. Federal Reserve Chair Jerome Powell has said repeatedly he believes inflationary pressures this year will be \"transitory,\" largely reflecting base effects as this year's data lap last year's pandemic-depressed levels. And for years previously, inflation ran well below the central bank's targeted levels.</p><p>In the words of the central bank's latest monetary policy statement, Federal Open Market Committee members wrote, \"With inflation running persistently below this longer-run goal, the Committee will aim to achieve inflation moderately above 2% for some time so that inflation averages 2% over time and longer‑term inflation expectations remain well anchored at 2%.\" In other words, the Fed has suggested monetary policy would remain as is — with interest rates near zero and the Fed's asset purchases taking place at a rate of $120 billion per month — as the economic recovery out of the pandemic progresses.</p><p>Still, the market has suggested it might need more convincing before agreeing that the jump in inflation will not be long-lasting or prompt a change in the Fed's current ultra-accommodative monetary policy positioning. Longer-duration assets like growth and technology stocks have especially come under pressure in recent months amid inflationary concerns, given prospects that higher rates might undercut future earnings potential. The information technology sector has sharply underperformed the broader S&amp;P 500 so far this year, reversing course after outperforming strongly in 2020.</p><p><img src=\"https://s.yimg.com/os/creatr-uploaded-images/2021-05/0dd5d170-bb4b-11eb-aaed-1d008e6a3a00\" tg-width=\"4660\" tg-height=\"3062\" referrerpolicy=\"no-referrer\">SAN FRANCISCO, CALIFORNIA - APRIL 15: A pedestrian carries a shopping bag as he walks through the Union Square shopping district on April 15, 2021 in San Francisco, California. According to a report by the U.S. Commerce Department, retail sales surged 9.8 percent in March as Americans started to spend $1,400 government stimulus checks. (Photo by Justin Sullivan/Getty Images)Justin Sullivan via Getty Images</p><p>\"Markets have basically made inflation the battleground issue for determining whether or not it's really this rotation trade that'll win out the rest of this year, or whether it's the tech and growth stocks that won out last year,\" James Liu, Clearnomics founder and CEO, told Yahoo Finance last week. \"You've seen this bounce back and forth throughout the course of this year.\"</p><p>Heading into this week's PCE report, a number of other inflation prints have also exceeded expectations, pointing to an increase in both consumer and producer prices. Government data showed that headline consumer prices surged by a faster than expected 4.2% last month. Excluding food and energy, prices jumped 0.9% in April and were up 3.0% over the year. And producer prices also came in higher than expected, with core producer prices rising 4.1% in April over last year versus the 3.8% increase expected. These stronger-than-expected increases could portend some upside risk to this week's PCE print, some economists suggested.</p><p>\"The April CPI data were stronger than our expectation, suggesting a more front-loaded impact from transitory factors, pressure from semiconductor shortages and the resurgence of demand for sectors affected by the pandemic,\" Nomura Chief Economist Lewis Alexander wrote in a note Friday. \"Given that the core PCE price index is a chain-weighted index, an expected rise in spending for COVID-sensitive services could amplify the magnitude of corresponding prices.\"</p><h3>Consumer confidence</h3><p>Updated readings on sentiment among consumers are also due for release this week.</p><p>On Main Street, consumers have also observed rising prices. Inflation concerns have weighed on sentiment even as COVID-19 cases drop and more businesses reopen following widespread vaccinations.</p><p>\"Consumers have taken notice of rising inflation, as evidenced by Google Trends and the University of Michigan survey,\" Bank of America economist Michelle Meyer wrote in a note, referring to the University of Michigan's Surveys of Consumers. \"The expectation is increasingly for higher inflation, even if dominated by transitory stories, and we believe there is risk for further upside in the near term. But, over the medium term, we expect expectations to cool alongside the core inflation trajectory, albeit to a higher trend.\"</p><p>In the University of Michigan's preliminary May consumer sentiment survey, the headline index tumbled to 82.8 from 88.3 in April, \"due to higher inflation—the highest expected year-ahead inflation rate as well as the highest long term inflation rate in the past decade,\" Richard Curtin, chief economist for the University of Michigan's Surveys of Consumers, wrote in a note at the time. However, he added that \"consumer spending will still advance despite higher prices due to pent-up demand and record saving balances.\"</p><p>The University of Michigan's final May sentiment print due for release on Friday is expected to firm slightly to 83.0.</p><p>Other sentiment surveys will likely show similar dips for May, due in part to rising price pressures. The Conference Board's closely watched Consumer Confidence Index will be released on Tuesday, and is expected to dip to 118.9 in May from 121.7 in April. That had, in turn, been the highest reading since February 2020, or before COVID-19 cases began to surge in the U.S. last year.</p><h3>Earnings calendar</h3><ul><li><p><b>Monday: </b><a href=\"https://laohu8.com/S/RIDE\">Lordstown Motors Corp.</a> (RIDE) after market close</p></li><li><p><b>Tuesday: </b>AutoZone (AZO) before market open; Intuit (INTU), Nordstrom (JWN), Zscaler (ZS), Agilent Technologies (A) after market close</p></li><li><p><b>Wednesday: </b>Dick's Sporting Goods (DKS), Abercrombie &amp; Fitch (ANF) before market open; American Eagle Outfitters (AEO), Nvidia (NVDA), Okta (OKTA), <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> (SNOW), <a href=\"https://laohu8.com/S/WDAY\">Workday</a> (WDAY), Williams-Sonoma (WSM) after market close</p></li><li><p><b>Thursday: </b>Best Buy (BBY), Dollar General (DG) before market open; Costco (COST), The Gap (GPS), VMWare (VMW), Box (BOX), Autodesk (ADSK), HP Inc (HPQ), <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com Inc. (CRM), Dell (DELL), Ulta Beauty (ULTA) after market close</p></li><li><p><b>Friday: </b>N/A</p><p style=\"text-align:left;\"><img src=\"https://static.tigerbbs.com/ea494c0a9625f3a17a1306a1f1525dab\" tg-width=\"1472\" tg-height=\"594\" referrerpolicy=\"no-referrer\"></p></li></ul><h3>Economic calendar</h3><ul><li><p><b>Monday: </b>Chicago Fed National Activity Index, April (1.1 expected, 1.7 in March)</p></li><li><p><b>Tuesday: </b>FHFA House Price Index, month-over-month, March (1.3% expected, 0.9% in February); S&amp;P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> Case-Shiller 20-City Composite Index, month-over-month, March (1.33% expected, 1.17% in February); S&amp;P CoreLogic Case-Shiller 20-City Composite Index, year-over-year, March (12.55% expected, 11.94% in February); New home sales, April (950,000 expected, 1.021 million in March); Conference Board Consumer Confidence, May (118.9 expected, 121.7 in April); Richmond Fed. Manufacturing Index, May (18 expected, 17 in April)</p></li><li><p><b>Wednesday: </b>MBA Mortgage Applications, week ended May 21 (1.2% during prior week)</p></li><li><p><b>Thursday: </b>Durable goods orders, April preliminary (0.8% expected, 0.8% in March); Durable goods orders excluding transportation, April preliminary (0.7% expected, 1.9% in March); Non-defense capital goods orders excluding aircraft, April preliminary (1.0% expected, 1.2% in March); GDP annualized quarter-over-quarter, Q1 second print (6.5% expected, 6.4% in first print); Personal consumption, Q1 second print (10.9% expected, 10.7% in first print); Core personal consumptions expenditures, quarter-over-quarter, Q1 second print (2.3% expected, 2.3% in prior print); Initial jobless claims, week ended May 22 (425,000 expected, 444,000 during prior week); Continuing claims, week ended May 15 (3.751 million during prior week); Pending home sales, month-over-month, April (0.5% expected, 1.9% in March); Kansas City Fed Manufacturing Activity Index, May (29 expected, 31 in April)</p></li><li><p><b>Friday: </b>Wholesale inventories, month-over-month, April preliminary (1.1% expected, 1.3% in March); Personal income, April (-14.8% expected, 21.5% in March); Personal spending, April (0.5% expected, 4.2% in March); PCE Deflator, year-over-year, April (3.5% expected, 2.3% in March); PCE Deflator, month-over-month, April (0.6% expected, 0.5% in March); MNI Chicago PMI, May (69.0 expected, 72.1 in April); University of Michigan Sentiment, May final (83.0 expected, 82.8 in prior print)</p></li></ul>","source":"yahoofinance","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>Inflation data, consumer confidence: What to know this week</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInflation data, consumer confidence: What to know this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-24 00:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/inflation-data-consumer-confidence-what-to-know-this-week-164539544.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors this week are poised to receive a number of key economic data reports offering the latest look at the state of inflation in the U.S., with investors and consumers alike jittery at the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/inflation-data-consumer-confidence-what-to-know-this-week-164539544.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://finance.yahoo.com/news/inflation-data-consumer-confidence-what-to-know-this-week-164539544.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2137827351","content_text":"Investors this week are poised to receive a number of key economic data reports offering the latest look at the state of inflation in the U.S., with investors and consumers alike jittery at the prospects of rising prices during the post-pandemic recovery.The U.S. Bureau of Economic Analysis will release its April personal consumption expenditures (PCE) index on Friday. The print is expected to show a rise of 3.5% in April over last year for the biggest increase since 2008, according to Bloomberg consensus data. This would also accelerate after a year-on-year jump of 2.3% in March. On a month-over-month basis, the PCE likely increased by 0.6%, accelerating after a 0.5% increase during the prior month.Stripping away volatile food and energy prices, the so-called core PCE is expected to have increased by 2.9% in April over last year, which would be the largest jump in more than two decades.Though the core PCE serves as the Federal Reserve's preferred inflation gauge, the expected surge in this week's inflation reports are unlikely to provoke immediate concern for the central bank. Federal Reserve Chair Jerome Powell has said repeatedly he believes inflationary pressures this year will be \"transitory,\" largely reflecting base effects as this year's data lap last year's pandemic-depressed levels. And for years previously, inflation ran well below the central bank's targeted levels.In the words of the central bank's latest monetary policy statement, Federal Open Market Committee members wrote, \"With inflation running persistently below this longer-run goal, the Committee will aim to achieve inflation moderately above 2% for some time so that inflation averages 2% over time and longer‑term inflation expectations remain well anchored at 2%.\" In other words, the Fed has suggested monetary policy would remain as is — with interest rates near zero and the Fed's asset purchases taking place at a rate of $120 billion per month — as the economic recovery out of the pandemic progresses.Still, the market has suggested it might need more convincing before agreeing that the jump in inflation will not be long-lasting or prompt a change in the Fed's current ultra-accommodative monetary policy positioning. Longer-duration assets like growth and technology stocks have especially come under pressure in recent months amid inflationary concerns, given prospects that higher rates might undercut future earnings potential. The information technology sector has sharply underperformed the broader S&P 500 so far this year, reversing course after outperforming strongly in 2020.SAN FRANCISCO, CALIFORNIA - APRIL 15: A pedestrian carries a shopping bag as he walks through the Union Square shopping district on April 15, 2021 in San Francisco, California. According to a report by the U.S. Commerce Department, retail sales surged 9.8 percent in March as Americans started to spend $1,400 government stimulus checks. (Photo by Justin Sullivan/Getty Images)Justin Sullivan via Getty Images\"Markets have basically made inflation the battleground issue for determining whether or not it's really this rotation trade that'll win out the rest of this year, or whether it's the tech and growth stocks that won out last year,\" James Liu, Clearnomics founder and CEO, told Yahoo Finance last week. \"You've seen this bounce back and forth throughout the course of this year.\"Heading into this week's PCE report, a number of other inflation prints have also exceeded expectations, pointing to an increase in both consumer and producer prices. Government data showed that headline consumer prices surged by a faster than expected 4.2% last month. Excluding food and energy, prices jumped 0.9% in April and were up 3.0% over the year. And producer prices also came in higher than expected, with core producer prices rising 4.1% in April over last year versus the 3.8% increase expected. These stronger-than-expected increases could portend some upside risk to this week's PCE print, some economists suggested.\"The April CPI data were stronger than our expectation, suggesting a more front-loaded impact from transitory factors, pressure from semiconductor shortages and the resurgence of demand for sectors affected by the pandemic,\" Nomura Chief Economist Lewis Alexander wrote in a note Friday. \"Given that the core PCE price index is a chain-weighted index, an expected rise in spending for COVID-sensitive services could amplify the magnitude of corresponding prices.\"Consumer confidenceUpdated readings on sentiment among consumers are also due for release this week.On Main Street, consumers have also observed rising prices. Inflation concerns have weighed on sentiment even as COVID-19 cases drop and more businesses reopen following widespread vaccinations.\"Consumers have taken notice of rising inflation, as evidenced by Google Trends and the University of Michigan survey,\" Bank of America economist Michelle Meyer wrote in a note, referring to the University of Michigan's Surveys of Consumers. \"The expectation is increasingly for higher inflation, even if dominated by transitory stories, and we believe there is risk for further upside in the near term. But, over the medium term, we expect expectations to cool alongside the core inflation trajectory, albeit to a higher trend.\"In the University of Michigan's preliminary May consumer sentiment survey, the headline index tumbled to 82.8 from 88.3 in April, \"due to higher inflation—the highest expected year-ahead inflation rate as well as the highest long term inflation rate in the past decade,\" Richard Curtin, chief economist for the University of Michigan's Surveys of Consumers, wrote in a note at the time. However, he added that \"consumer spending will still advance despite higher prices due to pent-up demand and record saving balances.\"The University of Michigan's final May sentiment print due for release on Friday is expected to firm slightly to 83.0.Other sentiment surveys will likely show similar dips for May, due in part to rising price pressures. The Conference Board's closely watched Consumer Confidence Index will be released on Tuesday, and is expected to dip to 118.9 in May from 121.7 in April. That had, in turn, been the highest reading since February 2020, or before COVID-19 cases began to surge in the U.S. last year.Earnings calendarMonday: Lordstown Motors Corp. (RIDE) after market closeTuesday: AutoZone (AZO) before market open; Intuit (INTU), Nordstrom (JWN), Zscaler (ZS), Agilent Technologies (A) after market closeWednesday: Dick's Sporting Goods (DKS), Abercrombie & Fitch (ANF) before market open; American Eagle Outfitters (AEO), Nvidia (NVDA), Okta (OKTA), Snowflake (SNOW), Workday (WDAY), Williams-Sonoma (WSM) after market closeThursday: Best Buy (BBY), Dollar General (DG) before market open; Costco (COST), The Gap (GPS), VMWare (VMW), Box (BOX), Autodesk (ADSK), HP Inc (HPQ), Salesforce.com Inc. (CRM), Dell (DELL), Ulta Beauty (ULTA) after market closeFriday: N/AEconomic calendarMonday: Chicago Fed National Activity Index, April (1.1 expected, 1.7 in March)Tuesday: FHFA House Price Index, month-over-month, March (1.3% expected, 0.9% in February); S&P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, March (1.33% expected, 1.17% in February); S&P CoreLogic Case-Shiller 20-City Composite Index, year-over-year, March (12.55% expected, 11.94% in February); New home sales, April (950,000 expected, 1.021 million in March); Conference Board Consumer Confidence, May (118.9 expected, 121.7 in April); Richmond Fed. Manufacturing Index, May (18 expected, 17 in April)Wednesday: MBA Mortgage Applications, week ended May 21 (1.2% during prior week)Thursday: Durable goods orders, April preliminary (0.8% expected, 0.8% in March); Durable goods orders excluding transportation, April preliminary (0.7% expected, 1.9% in March); Non-defense capital goods orders excluding aircraft, April preliminary (1.0% expected, 1.2% in March); GDP annualized quarter-over-quarter, Q1 second print (6.5% expected, 6.4% in first print); Personal consumption, Q1 second print (10.9% expected, 10.7% in first print); Core personal consumptions expenditures, quarter-over-quarter, Q1 second print (2.3% expected, 2.3% in prior print); Initial jobless claims, week ended May 22 (425,000 expected, 444,000 during prior week); Continuing claims, week ended May 15 (3.751 million during prior week); Pending home sales, month-over-month, April (0.5% expected, 1.9% in March); Kansas City Fed Manufacturing Activity Index, May (29 expected, 31 in April)Friday: Wholesale inventories, month-over-month, April preliminary (1.1% expected, 1.3% in March); Personal income, April (-14.8% expected, 21.5% in March); Personal spending, April (0.5% expected, 4.2% in March); PCE Deflator, year-over-year, April (3.5% expected, 2.3% in March); PCE Deflator, month-over-month, April (0.6% expected, 0.5% in March); MNI Chicago PMI, May (69.0 expected, 72.1 in April); University of Michigan Sentiment, May final (83.0 expected, 82.8 in prior print)","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346746318,"gmtCreate":1618118183434,"gmtModify":1704706779210,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yap","listText":"Yap","text":"Yap","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/346746318","repostId":"1142324412","repostType":4,"repost":{"id":"1142324412","pubTimestamp":1617982207,"share":"https://www.laohu8.com/m/news/1142324412?lang=&edition=full","pubTime":"2021-04-09 23:30","market":"us","language":"en","title":"XPeng Inc.: A Reawakening","url":"https://stock-news.laohu8.com/highlight/detail?id=1142324412","media":"seekingalpha","summary":"Valuation is middling but not overvalued like in the past.Recent announcement of capacity expansion in Wuhan lends better operational and sales visibility.Company could breakeven and finally reach positive profits soon; major improvements seen in operating margins.Feared chip shortage  was not a disaster, deliveries are still strong.Government support, China's creation of an EV ecosystem.XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese go","content":"<p><b>Summary</b></p>\n<ul>\n <li>Valuation is middling but not overvalued like in the past.</li>\n <li>Recent announcement of capacity expansion in Wuhan lends better operational and sales visibility.</li>\n <li>Company could breakeven and finally reach positive profits soon; major improvements seen in operating margins.</li>\n <li>Feared chip shortage (i.e. supply disruption) was not a disaster, deliveries are still strong.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e0f3343d69719839f9b8f1d337c3984\" tg-width=\"1536\" tg-height=\"1024\"><span>Photo by Robert Way/iStock Editorial via Getty Images</span></p>\n<p><b>Introduction</b></p>\n<p>The stock price of&nbsp;XPEV&nbsp;has been converging with the performance of the S&amp;P 500 since March 2021, as compared to its massive outperformance in 4Q2020. This could be view positively or negatively. On the bright side, this suggests that price performance would become more predictable with lower volatility, indicative of a broadening consensus on the fundamental prospects of the company. On the other hand, traders may be disappointed its lack of momentum. Therefore, this is probably a good time to stop viewing XPEV as purely a trade, but re-analyze its merits as a fundamentally-driven investment.</p>\n<p><i>The frenetic performance of XPEV has calmed down in recent weeks, allowing its one year performance to track the S&amp;P 500 more closely</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f04001d604ecc7892ef3a76c498578b\" tg-width=\"640\" tg-height=\"236\"><span>Source: SeekingAlpha</span></p>\n<p><i>XPEV's G3 Super Long Range Smart SUV</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68446a741f9f97afc10f2149c4e13e13\" tg-width=\"640\" tg-height=\"388\"><span>Source: XPeng Motors (G3、P7) Intelligent electric car with Internet DNA</span></p>\n<p><b>Industry and commercial positives</b></p>\n<p>Optimism on EVs and&nbsp;strong industry growth&nbsp;rates are common knowledge by now. The following points suggest specific positives for XPEV that remain intact despite relatively ebbing momentum on the stock's price (as compared to 4Q2020):</p>\n<ol>\n <li><b>Deliveries met despite fears on chip shortage.</b>While the stock's price momentum appears to have ebbed, recent news continues to remain positive. At an industry level, Chinese vehicle manufacturers XPEV andNIOmanaged to manufacture the expected numbers of vehicle deliveries, despite much feared chip shortages.XPEV chalked&nbsp;in record quarterly deliveries of 13,340 EVs in Q1 2021, +487% over the year and +130% over the month in March.NIO delivered&nbsp;20,060 +423% over the year while Q1 deliveries rose 15.6% to 20,060. The challenge these EV manufacturers face now is not so much the ability to deliver on its numbers, but on being able to meet high expectations for the stock price to gain further traction.</li>\n <li><b>Government support, China's creation of an EV ecosystem.</b>XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese government's push to develop this part of its industry. XPEV has entered into an agreement with the city of Wuhan to build a factory with a capacity of 100,000 EV units. This is a very significant piece of news, considering its deliveries of just 5,102 in March 2021. Annualizing this number, the new capacity will be more than the whole of XPEV's total historical annual production. This news is interesting and significant since it was just released this week, suggesting it may have yet to be factored into analysts' forecast numbers. This is made more important as XPEV has always been considered a laggard in production capabilities to its larger cousin NIO. General Chinese government support for the EV ecosystem is strong, and the new facility in Wuhan echoes earlier provincial government financial support ($77m) in Guangdong. The reality is, for EVs to gain traction, government willingness to support infrastructure initiatives are highly important (e.g. permits for charging stations, creating incentives to convert from old polluting vehicles to green vehicles, etc.). With China's tradition of central planning, the EV ecosystem is placed on the right footing.</li>\n <li><b>Listing in Hong Kong adds to investor base and liquidity.</b>Going forward,XPEV,NIO, and&nbsp;LI&nbsp;intend tolistin Hong Kong this year. This is a strategic move, and makes the valuation of these companies less susceptible by US political bashing (e.g. the threat of being de-listed) should it occur, since it reflects a wider geographical base. The valuations of these companies may even get a boost given greater global liquidity due to added trading in the Asian time zone.</li>\n</ol>\n<p>Of note, in late March, XPEV held an&nbsp;autonomous driving expedition&nbsp;covering eight cities in China and 3,675 kilometers. The exercise was successful, as minimal human intervention was needed during the expedition and adds another brownie point to XPEV's research and development efforts, placing XPEV on the&nbsp;competitive landscape&nbsp;against rivals such as TSLA and NIO on autonomous driving. Apparently, XPEV's autonomous driving results&nbsp;performed better&nbsp;than TSLA's with fewer human interventions per 100km and better navigation in complex situations.</p>\n<p><b>XPEV's improving financials</b></p>\n<p>Now that we have several quarters of financial data on XPEV, it is worth reviewing how its metrics have been performing. Firstly, market expectations aside, deliveries have been very good as abovementioned, and this is flowing through to revenue numbers. As shown in the below table, growth has been very strong, and revenues are expected to more than double in 2021 and continue to double in 2022. Such growth rates place XPEV at the top end of manufacturing firms, as expected of the fast-growing EV market.</p>\n<p>Another point to note is the improvement in operating margins. As with any \"new tech\" company, initial investments would cause hugely negative operating margins in the beginning. What's important is the company's ability to improve margins and reduce costs over time. In this respect, XPEV has done a good job, with operating margins improving sequentially each quarter. Of note, operating margins started to see major improvements between the Jun-2020 (-142%) and Dec-2020 (-39%) quarters as shown in the table below. Given this trend, the company is likely to breakeven and register positive profits soon, which could be a catalytic re-rating for XPEV. When we pair this analysis with the stock price, it appears that XPEV's recently soft stock price performance is not justified.</p>\n<p>Meanwhile, the balance sheet is expected to remain strong. Equity to total liabilities &amp; equity is 23% as at Dec-2020. As abovementioned, further capital raises with a forthcoming Hong Kong listing will add to XPEV's cash buffer.</p>\n<p><i>XPEV's performance improvement in both revenue and operating margin trends appear to have been ignored by the market due to recent the broad market capitulation</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8258dce0cc10e8118a23afce7655bed\" tg-width=\"726\" tg-height=\"737\"><span>*EST = estimate by analysts' consensus from SeekingAlpha</span></p>\n<p><b>XPEV's valuation: somewhere in the middle</b></p>\n<p>XPEV's stock price has done well over the last 6 months versus peers. On a TTM P/S, XPEV is near the middle although its FWD P/S is trading at a premium. However, there could be a general re-rating of the P/S of the sector if the Chinese EV manufacturers reach breakeven in 2021 and record positive profits (our base case belief, given the prevailing trend in XPEV's improving operating margins). This will then allow better price discovery when the companies can then be valued on their P/E ratios.</p>\n<img src=\"https://static.tigerbbs.com/fa975ce545e950a20f809bcc7f698ef6\" tg-width=\"911\" tg-height=\"594\">\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p><b>Conclusion and Risks</b></p>\n<p>XPEV's stock price may benefit from two key catalysts: (1) expansion of manufacturing facility in Wuhan, which will concretely raise visibility of revenue growth which is expected to double; (2) a valuation regime change as it progresses from a loss making company to a profitable one, expected by this year. Furthermore, it is worth noting that the valuation is not lofty as compared to price levels in 4Q2020, having fallen over the last couple of months.</p>\n<p>Competition may exist and remain intense, but given the large size of China's market and that there are only a couple of notable players (i.e. NIO, LI), the market remains largely an oligopoly which allows XPEV to retain pricing power.</p>\n<p>Much feared risks of execution in the past appear to have materialized but not in a big way, i.e. the previously expected chip shortage. Given the progression to a post-COVID economy, supply chain links should improve and reduce similar risks in the future.</p>\n<p>On a standalone basis, XPEV's prospects appear bright, and now the key hurdle is whether the NASDAQ will find momentum and exceed previous highs. The base case for this should lean towards the positive as the market is merely in the first year of the economic recovery after the pandemic. Recent price consolidation appears to have created a technical setup for a reawakening of price momentum as consumer activity revives post-pandemic.</p>","source":"seekingalpha","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>XPeng Inc.: A Reawakening</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXPeng Inc.: A Reawakening\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4418326-xpeng-inc-reawakening><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nValuation is middling but not overvalued like in the past.\nRecent announcement of capacity expansion in Wuhan lends better operational and sales visibility.\nCompany could breakeven and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4418326-xpeng-inc-reawakening\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车"},"source_url":"https://seekingalpha.com/article/4418326-xpeng-inc-reawakening","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1142324412","content_text":"Summary\n\nValuation is middling but not overvalued like in the past.\nRecent announcement of capacity expansion in Wuhan lends better operational and sales visibility.\nCompany could breakeven and finally reach positive profits soon; major improvements seen in operating margins.\nFeared chip shortage (i.e. supply disruption) was not a disaster, deliveries are still strong.\n\nPhoto by Robert Way/iStock Editorial via Getty Images\nIntroduction\nThe stock price of XPEV has been converging with the performance of the S&P 500 since March 2021, as compared to its massive outperformance in 4Q2020. This could be view positively or negatively. On the bright side, this suggests that price performance would become more predictable with lower volatility, indicative of a broadening consensus on the fundamental prospects of the company. On the other hand, traders may be disappointed its lack of momentum. Therefore, this is probably a good time to stop viewing XPEV as purely a trade, but re-analyze its merits as a fundamentally-driven investment.\nThe frenetic performance of XPEV has calmed down in recent weeks, allowing its one year performance to track the S&P 500 more closely\nSource: SeekingAlpha\nXPEV's G3 Super Long Range Smart SUV\nSource: XPeng Motors (G3、P7) Intelligent electric car with Internet DNA\nIndustry and commercial positives\nOptimism on EVs and strong industry growth rates are common knowledge by now. The following points suggest specific positives for XPEV that remain intact despite relatively ebbing momentum on the stock's price (as compared to 4Q2020):\n\nDeliveries met despite fears on chip shortage.While the stock's price momentum appears to have ebbed, recent news continues to remain positive. At an industry level, Chinese vehicle manufacturers XPEV andNIOmanaged to manufacture the expected numbers of vehicle deliveries, despite much feared chip shortages.XPEV chalked in record quarterly deliveries of 13,340 EVs in Q1 2021, +487% over the year and +130% over the month in March.NIO delivered 20,060 +423% over the year while Q1 deliveries rose 15.6% to 20,060. The challenge these EV manufacturers face now is not so much the ability to deliver on its numbers, but on being able to meet high expectations for the stock price to gain further traction.\nGovernment support, China's creation of an EV ecosystem.XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese government's push to develop this part of its industry. XPEV has entered into an agreement with the city of Wuhan to build a factory with a capacity of 100,000 EV units. This is a very significant piece of news, considering its deliveries of just 5,102 in March 2021. Annualizing this number, the new capacity will be more than the whole of XPEV's total historical annual production. This news is interesting and significant since it was just released this week, suggesting it may have yet to be factored into analysts' forecast numbers. This is made more important as XPEV has always been considered a laggard in production capabilities to its larger cousin NIO. General Chinese government support for the EV ecosystem is strong, and the new facility in Wuhan echoes earlier provincial government financial support ($77m) in Guangdong. The reality is, for EVs to gain traction, government willingness to support infrastructure initiatives are highly important (e.g. permits for charging stations, creating incentives to convert from old polluting vehicles to green vehicles, etc.). With China's tradition of central planning, the EV ecosystem is placed on the right footing.\nListing in Hong Kong adds to investor base and liquidity.Going forward,XPEV,NIO, and LI intend tolistin Hong Kong this year. This is a strategic move, and makes the valuation of these companies less susceptible by US political bashing (e.g. the threat of being de-listed) should it occur, since it reflects a wider geographical base. The valuations of these companies may even get a boost given greater global liquidity due to added trading in the Asian time zone.\n\nOf note, in late March, XPEV held an autonomous driving expedition covering eight cities in China and 3,675 kilometers. The exercise was successful, as minimal human intervention was needed during the expedition and adds another brownie point to XPEV's research and development efforts, placing XPEV on the competitive landscape against rivals such as TSLA and NIO on autonomous driving. Apparently, XPEV's autonomous driving results performed better than TSLA's with fewer human interventions per 100km and better navigation in complex situations.\nXPEV's improving financials\nNow that we have several quarters of financial data on XPEV, it is worth reviewing how its metrics have been performing. Firstly, market expectations aside, deliveries have been very good as abovementioned, and this is flowing through to revenue numbers. As shown in the below table, growth has been very strong, and revenues are expected to more than double in 2021 and continue to double in 2022. Such growth rates place XPEV at the top end of manufacturing firms, as expected of the fast-growing EV market.\nAnother point to note is the improvement in operating margins. As with any \"new tech\" company, initial investments would cause hugely negative operating margins in the beginning. What's important is the company's ability to improve margins and reduce costs over time. In this respect, XPEV has done a good job, with operating margins improving sequentially each quarter. Of note, operating margins started to see major improvements between the Jun-2020 (-142%) and Dec-2020 (-39%) quarters as shown in the table below. Given this trend, the company is likely to breakeven and register positive profits soon, which could be a catalytic re-rating for XPEV. When we pair this analysis with the stock price, it appears that XPEV's recently soft stock price performance is not justified.\nMeanwhile, the balance sheet is expected to remain strong. Equity to total liabilities & equity is 23% as at Dec-2020. As abovementioned, further capital raises with a forthcoming Hong Kong listing will add to XPEV's cash buffer.\nXPEV's performance improvement in both revenue and operating margin trends appear to have been ignored by the market due to recent the broad market capitulation\n*EST = estimate by analysts' consensus from SeekingAlpha\nXPEV's valuation: somewhere in the middle\nXPEV's stock price has done well over the last 6 months versus peers. On a TTM P/S, XPEV is near the middle although its FWD P/S is trading at a premium. However, there could be a general re-rating of the P/S of the sector if the Chinese EV manufacturers reach breakeven in 2021 and record positive profits (our base case belief, given the prevailing trend in XPEV's improving operating margins). This will then allow better price discovery when the companies can then be valued on their P/E ratios.\n\n\n\n\n\n\nConclusion and Risks\nXPEV's stock price may benefit from two key catalysts: (1) expansion of manufacturing facility in Wuhan, which will concretely raise visibility of revenue growth which is expected to double; (2) a valuation regime change as it progresses from a loss making company to a profitable one, expected by this year. Furthermore, it is worth noting that the valuation is not lofty as compared to price levels in 4Q2020, having fallen over the last couple of months.\nCompetition may exist and remain intense, but given the large size of China's market and that there are only a couple of notable players (i.e. NIO, LI), the market remains largely an oligopoly which allows XPEV to retain pricing power.\nMuch feared risks of execution in the past appear to have materialized but not in a big way, i.e. the previously expected chip shortage. Given the progression to a post-COVID economy, supply chain links should improve and reduce similar risks in the future.\nOn a standalone basis, XPEV's prospects appear bright, and now the key hurdle is whether the NASDAQ will find momentum and exceed previous highs. The base case for this should lean towards the positive as the market is merely in the first year of the economic recovery after the pandemic. Recent price consolidation appears to have created a technical setup for a reawakening of price momentum as consumer activity revives post-pandemic.","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887927150,"gmtCreate":1631962215770,"gmtModify":1676530679109,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/887927150","repostId":"2168571021","repostType":4,"repost":{"id":"2168571021","weMediaInfo":{"introduction":"时代财经是“南方传媒”新媒体转型,寻求新的产业风口的重磅财经新闻产品。在当下财经资讯泛滥的市场中,时代财经只创作和精选深度财经新闻","home_visible":1,"media_name":"时代财经","id":"1083162684","head_image":"https://static.tigerbbs.com/0e46aca849659e0b62b7d019d1950408"},"pubTimestamp":1631916804,"share":"https://www.laohu8.com/m/news/2168571021?lang=&edition=full","pubTime":"2021-09-18 06:13","market":"us","language":"zh","title":"降价800元就杀疯了：iPhone13抢购致系统崩溃","url":"https://stock-news.laohu8.com/highlight/detail?id=2168571021","media":"时代财经","summary":"9月17日晚，iPhone13系列在苹果官网和各大电商平台开启预售。预售开始不久，各平台均遭遇“秒空”“页面拥堵”的状况。当晚，“苹果官网崩了”“iPhone13首批售罄连夜补货”冲上微博热搜。iPhone13发布后，外界直呼该产品缺乏创新，没有惊喜。10分钟内，iPhone13系列全面售罄，连新增的1TB版本都被抢空。iPhone13系列或许会成为苹果下一财季的营收主力军。Strategy Analytics也表示，2021年iPhone13系列全球出货量会超过9000万部。","content":"<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5711cebd201769f25ce7353508b8dcf4\" tg-width=\"1840\" tg-height=\"1082\" referrerpolicy=\"no-referrer\"><span>图片来源：<a href=\"https://laohu8.com/S/AAPL\">苹果</a>官网</span></p>\n<p>9月17日晚，iPhone13系列在苹果官网和各大电商平台开启预售。预售开始不久，各平台均遭遇“秒空”“页面拥堵”的状况。当晚，“苹果官网崩了”“iPhone13首批售罄连夜补货”冲上<a href=\"https://laohu8.com/S/WB\">微博</a>热搜。</p>\n<h3>“晚进一分钟，多等半个月”</h3>\n<h5></h5>\n<p>iPhone13发布后，外界直呼该产品缺乏创新，没有惊喜。在一片质疑声中，降价成了iPhone13系列最大的话题，与iPhone 12系列同容量相比，iPhone13系列有300-800元的降价。</p>\n<p>看到5199元的起步价，刚在上个月换了iPhone12的李娜非常懊悔，“iPhone13公开价格的那一刻应该是所有iPhone12党的心碎现场。”</p>\n<p>然而，“平平无奇”的iPhone13系列预售的表现远远超出预期，不到30分钟，苹果官网以及几大电商平台的首批备货全部售罄。</p>\n<p>仅<a href=\"https://laohu8.com/S/JD\">京东</a>单个平台，苹果自营店的预定人数就超过300万人，这一数据超过2020年iPhone12的预定量。开启预售后，大规模用户因“人数过多”而抢购失败。10分钟内，iPhone13系列全面售罄，连新增的1TB版本都被抢空。</p>\n<p>第一轮抢购完毕后，京东又在当晚23：00推出第二轮预售，预约人数超过60万。不过，这一批的发货时间延迟到9月30日。不到1分钟，上海地区iPhone13全系列备货量再次被清空。</p>\n<p>苹果官网也“排起了长队”。手快的用户将于9月24日成为iPhone13的首批用户，在官网几度崩溃后，备货开始吃紧，以上海地区为例，iPhone13粉色版本的标准送货时间最晚延迟到10月23日。</p>\n<p>天猫、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>也在30分钟内售空。拼多多启动了百亿补贴，根据页面显示，iPhone 13系列新品领券后直降500元。天猫方面，虽然无法看到具体预定人数，但是客服一度处于忙碌状态，用户需要经历数十人的排队才能与客服沟通，预售火爆的情形可见一斑。</p>\n<p>晚上9点20分，刷了无数次首页的朱敏终于买好了iPhone13手机，但发货时间已经安排在10月中旬，“好像买了，又好像没买。”朱敏如此形容此次的抢购体验，“刷了20分钟，每次都卡在付款页面，只是晚了几秒钟，就要多等半个多月了。”</p>\n<h3>iPhone13，新一代机王</h3>\n<p>发布会前后，“iPhone13颜色”“iPhone13值不<a href=\"https://laohu8.com/S/300785\">值得买</a>”“iPhone13配置”“iPhone12价格直降千元”等多个话题冲上热搜。此次iPhone13系列预售再次证明了其“顶流”地位。</p>\n<p>为什么这么火？多位受访者向时代财经表示，价格、颜色是影响他们下单的重要原因，尤其是当前国内高端手机市场安卓阵营持续涨价，且领头羊缺位的大背景下，iPhone13系列杀入5000元档的定价策略，与国产高端机形成了直接的价格竞争。</p>\n<p>研究机构Counterpoint Research分析认为，目前市场上没有一款智能手机可以对5000元级别的iPhone 13构成威胁。“没有一款位于该价位区间的产品能像老款的华为Mate系列一样强大。”Counterpoint在报告中写道。该机构认为，iPhone 13有望延续去年iPhone 12系列的强劲势头。</p>\n<p>iPhone的营收撑起了苹果公司收入的半边天，从苹果最新一季财报来看，公司近一半收入来源iPhone销售，苹果第三财季净营收达814.34亿美元，其中，iPhone营收395.7亿美元，占比高达48.5%。</p>\n<p>iPhone13系列或许会成为苹果下一财季的营收主力军。有来自券商Wedbush分析预测，全球有多达2.5亿用户拥有3年以上的老机型需要升级。Strategy Analytics也表示，2021年iPhone13系列全球出货量会超过9000万部。</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>降价800元就杀疯了：iPhone13抢购致系统崩溃</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n降价800元就杀疯了：iPhone13抢购致系统崩溃\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1083162684\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/0e46aca849659e0b62b7d019d1950408);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">时代财经 </p>\n<p class=\"h-time\">2021-09-18 06:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5711cebd201769f25ce7353508b8dcf4\" tg-width=\"1840\" tg-height=\"1082\" referrerpolicy=\"no-referrer\"><span>图片来源：<a href=\"https://laohu8.com/S/AAPL\">苹果</a>官网</span></p>\n<p>9月17日晚，iPhone13系列在苹果官网和各大电商平台开启预售。预售开始不久，各平台均遭遇“秒空”“页面拥堵”的状况。当晚，“苹果官网崩了”“iPhone13首批售罄连夜补货”冲上<a href=\"https://laohu8.com/S/WB\">微博</a>热搜。</p>\n<h3>“晚进一分钟，多等半个月”</h3>\n<h5></h5>\n<p>iPhone13发布后，外界直呼该产品缺乏创新，没有惊喜。在一片质疑声中，降价成了iPhone13系列最大的话题，与iPhone 12系列同容量相比，iPhone13系列有300-800元的降价。</p>\n<p>看到5199元的起步价，刚在上个月换了iPhone12的李娜非常懊悔，“iPhone13公开价格的那一刻应该是所有iPhone12党的心碎现场。”</p>\n<p>然而，“平平无奇”的iPhone13系列预售的表现远远超出预期，不到30分钟，苹果官网以及几大电商平台的首批备货全部售罄。</p>\n<p>仅<a href=\"https://laohu8.com/S/JD\">京东</a>单个平台，苹果自营店的预定人数就超过300万人，这一数据超过2020年iPhone12的预定量。开启预售后，大规模用户因“人数过多”而抢购失败。10分钟内，iPhone13系列全面售罄，连新增的1TB版本都被抢空。</p>\n<p>第一轮抢购完毕后，京东又在当晚23：00推出第二轮预售，预约人数超过60万。不过，这一批的发货时间延迟到9月30日。不到1分钟，上海地区iPhone13全系列备货量再次被清空。</p>\n<p>苹果官网也“排起了长队”。手快的用户将于9月24日成为iPhone13的首批用户，在官网几度崩溃后，备货开始吃紧，以上海地区为例，iPhone13粉色版本的标准送货时间最晚延迟到10月23日。</p>\n<p>天猫、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>也在30分钟内售空。拼多多启动了百亿补贴，根据页面显示，iPhone 13系列新品领券后直降500元。天猫方面，虽然无法看到具体预定人数，但是客服一度处于忙碌状态，用户需要经历数十人的排队才能与客服沟通，预售火爆的情形可见一斑。</p>\n<p>晚上9点20分，刷了无数次首页的朱敏终于买好了iPhone13手机，但发货时间已经安排在10月中旬，“好像买了，又好像没买。”朱敏如此形容此次的抢购体验，“刷了20分钟，每次都卡在付款页面，只是晚了几秒钟，就要多等半个多月了。”</p>\n<h3>iPhone13，新一代机王</h3>\n<p>发布会前后，“iPhone13颜色”“iPhone13值不<a href=\"https://laohu8.com/S/300785\">值得买</a>”“iPhone13配置”“iPhone12价格直降千元”等多个话题冲上热搜。此次iPhone13系列预售再次证明了其“顶流”地位。</p>\n<p>为什么这么火？多位受访者向时代财经表示，价格、颜色是影响他们下单的重要原因，尤其是当前国内高端手机市场安卓阵营持续涨价，且领头羊缺位的大背景下，iPhone13系列杀入5000元档的定价策略，与国产高端机形成了直接的价格竞争。</p>\n<p>研究机构Counterpoint Research分析认为，目前市场上没有一款智能手机可以对5000元级别的iPhone 13构成威胁。“没有一款位于该价位区间的产品能像老款的华为Mate系列一样强大。”Counterpoint在报告中写道。该机构认为，iPhone 13有望延续去年iPhone 12系列的强劲势头。</p>\n<p>iPhone的营收撑起了苹果公司收入的半边天，从苹果最新一季财报来看，公司近一半收入来源iPhone销售，苹果第三财季净营收达814.34亿美元，其中，iPhone营收395.7亿美元，占比高达48.5%。</p>\n<p>iPhone13系列或许会成为苹果下一财季的营收主力军。有来自券商Wedbush分析预测，全球有多达2.5亿用户拥有3年以上的老机型需要升级。Strategy Analytics也表示，2021年iPhone13系列全球出货量会超过9000万部。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d776d009b18d65f20684c952b9f84cf8","relate_stocks":{"AAPL":"苹果"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2168571021","content_text":"图片来源：苹果官网\n9月17日晚，iPhone13系列在苹果官网和各大电商平台开启预售。预售开始不久，各平台均遭遇“秒空”“页面拥堵”的状况。当晚，“苹果官网崩了”“iPhone13首批售罄连夜补货”冲上微博热搜。\n“晚进一分钟，多等半个月”\n\niPhone13发布后，外界直呼该产品缺乏创新，没有惊喜。在一片质疑声中，降价成了iPhone13系列最大的话题，与iPhone 12系列同容量相比，iPhone13系列有300-800元的降价。\n看到5199元的起步价，刚在上个月换了iPhone12的李娜非常懊悔，“iPhone13公开价格的那一刻应该是所有iPhone12党的心碎现场。”\n然而，“平平无奇”的iPhone13系列预售的表现远远超出预期，不到30分钟，苹果官网以及几大电商平台的首批备货全部售罄。\n仅京东单个平台，苹果自营店的预定人数就超过300万人，这一数据超过2020年iPhone12的预定量。开启预售后，大规模用户因“人数过多”而抢购失败。10分钟内，iPhone13系列全面售罄，连新增的1TB版本都被抢空。\n第一轮抢购完毕后，京东又在当晚23：00推出第二轮预售，预约人数超过60万。不过，这一批的发货时间延迟到9月30日。不到1分钟，上海地区iPhone13全系列备货量再次被清空。\n苹果官网也“排起了长队”。手快的用户将于9月24日成为iPhone13的首批用户，在官网几度崩溃后，备货开始吃紧，以上海地区为例，iPhone13粉色版本的标准送货时间最晚延迟到10月23日。\n天猫、拼多多也在30分钟内售空。拼多多启动了百亿补贴，根据页面显示，iPhone 13系列新品领券后直降500元。天猫方面，虽然无法看到具体预定人数，但是客服一度处于忙碌状态，用户需要经历数十人的排队才能与客服沟通，预售火爆的情形可见一斑。\n晚上9点20分，刷了无数次首页的朱敏终于买好了iPhone13手机，但发货时间已经安排在10月中旬，“好像买了，又好像没买。”朱敏如此形容此次的抢购体验，“刷了20分钟，每次都卡在付款页面，只是晚了几秒钟，就要多等半个多月了。”\niPhone13，新一代机王\n发布会前后，“iPhone13颜色”“iPhone13值不值得买”“iPhone13配置”“iPhone12价格直降千元”等多个话题冲上热搜。此次iPhone13系列预售再次证明了其“顶流”地位。\n为什么这么火？多位受访者向时代财经表示，价格、颜色是影响他们下单的重要原因，尤其是当前国内高端手机市场安卓阵营持续涨价，且领头羊缺位的大背景下，iPhone13系列杀入5000元档的定价策略，与国产高端机形成了直接的价格竞争。\n研究机构Counterpoint Research分析认为，目前市场上没有一款智能手机可以对5000元级别的iPhone 13构成威胁。“没有一款位于该价位区间的产品能像老款的华为Mate系列一样强大。”Counterpoint在报告中写道。该机构认为，iPhone 13有望延续去年iPhone 12系列的强劲势头。\niPhone的营收撑起了苹果公司收入的半边天，从苹果最新一季财报来看，公司近一半收入来源iPhone销售，苹果第三财季净营收达814.34亿美元，其中，iPhone营收395.7亿美元，占比高达48.5%。\niPhone13系列或许会成为苹果下一财季的营收主力军。有来自券商Wedbush分析预测，全球有多达2.5亿用户拥有3年以上的老机型需要升级。Strategy Analytics也表示，2021年iPhone13系列全球出货量会超过9000万部。","news_type":1},"isVote":1,"tweetType":1,"viewCount":742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811023283,"gmtCreate":1630279236542,"gmtModify":1676530253600,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/811023283","repostId":"2163776240","repostType":4,"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125763701,"gmtCreate":1624694777103,"gmtModify":1703843813763,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"good?","listText":"good?","text":"good?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/125763701","repostId":"1167256448","repostType":4,"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181085033,"gmtCreate":1623367471722,"gmtModify":1704201649782,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/181085033","repostId":"2142227762","repostType":4,"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885471658,"gmtCreate":1631830690874,"gmtModify":1676530644753,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/885471658","repostId":"1100031374","repostType":4,"repost":{"id":"1100031374","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":1631587259,"share":"https://www.laohu8.com/m/news/1100031374?lang=&edition=full","pubTime":"2021-09-14 10:40","market":"us","language":"zh","title":"提醒：中秋节休市安排来了！港股22日休市","url":"https://stock-news.laohu8.com/highlight/detail?id=1100031374","media":"老虎资讯综合","summary":"2021年中秋节假期即将来临！各主要市场休市安排如下：港股：\n\n\n9月22日（周三）休市。9月23日（周四）起照常开市。\n\n\nA股：\n\n\n9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。\n\n\n美股、英股、澳股、新加坡股市照常交易。\n\n\n沪股通和深股通：\n\n\n9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。\n\n\n港股通：\n\n\n9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。","content":"<p>2021年中秋节假期即将来临！各主要市场休市安排如下：<img src=\"https://static.tigerbbs.com/a514042f0cc485274181ed3db4bcf541\" tg-width=\"1103\" tg-height=\"746\" width=\"100%\" height=\"auto\"><b>港股：</b></p>\n<p>9月22日（周三）休市。9月23日（周四）起照常开市。</p>\n<p><b>A股：</b></p>\n<p>9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。</p>\n<p><b>美股、英股、澳股、新加坡股市照常交易。</b></p>\n<p><b>沪股通和深股通：</b></p>\n<p>9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。</p>\n<p><b>港股通：</b></p>\n<p>9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。</p>\n<p><img src=\"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9\" tg-width=\"2048\" tg-height=\"1311\" 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>提醒：中秋节休市安排来了！港股22日休市</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n提醒：中秋节休市安排来了！港股22日休市\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-09-14 10:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2021年中秋节假期即将来临！各主要市场休市安排如下：<img src=\"https://static.tigerbbs.com/a514042f0cc485274181ed3db4bcf541\" tg-width=\"1103\" tg-height=\"746\" width=\"100%\" height=\"auto\"><b>港股：</b></p>\n<p>9月22日（周三）休市。9月23日（周四）起照常开市。</p>\n<p><b>A股：</b></p>\n<p>9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。</p>\n<p><b>美股、英股、澳股、新加坡股市照常交易。</b></p>\n<p><b>沪股通和深股通：</b></p>\n<p>9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。</p>\n<p><b>港股通：</b></p>\n<p>9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。</p>\n<p><img src=\"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9\" tg-width=\"2048\" tg-height=\"1311\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100031374","content_text":"2021年中秋节假期即将来临！各主要市场休市安排如下：港股：\n9月22日（周三）休市。9月23日（周四）起照常开市。\nA股：\n9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。\n美股、英股、澳股、新加坡股市照常交易。\n沪股通和深股通：\n9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。\n港股通：\n9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。","news_type":1},"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830927263,"gmtCreate":1629003072452,"gmtModify":1676529908887,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/830927263","repostId":"1142153860","repostType":4,"repost":{"id":"1142153860","pubTimestamp":1628907066,"share":"https://www.laohu8.com/m/news/1142153860?lang=&edition=full","pubTime":"2021-08-14 10:11","market":"us","language":"zh","title":"高盛Q2持仓：买入587万股阿里，减持标普500ETF","url":"https://stock-news.laohu8.com/highlight/detail?id=1142153860","media":"智通财经网","summary":"高盛二季度持仓总市值达4463.9亿美元，环比增长12.6%。","content":"<p>作者：许然</p>\n<p>周五，根据美国证券交易委员会(SEC)披露，<a href=\"https://laohu8.com/S/GS\">高盛</a>递交了截止至2021年6月30日的二季度持仓报告(13F)。</p>\n<p>据统计，高盛二季度持仓总市值达4463.9亿美元，上一季度总市值为3964.54亿美元，环比增长12.6%。在二季度的持仓组合中新增了836只个股，增持了2591只个股。同时，高盛还减持了2356只个股并清仓了706只个股。其中前十大持仓标的占总市值的17.27%。</p>\n<p><img src=\"https://static.tigerbbs.com/3d5cec0fc3d9f436677caf598225f9ae\" tg-width=\"1889\" tg-height=\"1106\" referrerpolicy=\"no-referrer\"></p>\n<p>该行在二季度大举买入587万股<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>，并成为第五大持仓股，另外<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/FB\">Facebook</a>及<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>等科技股也获较大幅度增持。</p>\n<p>减持方面，本季度高盛大幅减持了<a href=\"https://laohu8.com/S/SPY\">标普500ETF</a>、纳斯达克100ETF(QQQ.US)等ETF以及<a href=\"https://laohu8.com/S/V\">Visa</a>、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>等金融股，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>等部分科技股也遭不同程度减持。</p>\n<p>截至第二季度，高盛前五大持仓股分别为标普500ETF、苹果、微软、安硕<a href=\"https://laohu8.com/S/R2US.UK\">罗素2000ETF</a>(IWM.US)及阿里巴巴。</p>\n<p><img src=\"https://static.tigerbbs.com/dd36355c8185a18b6a319e744e58ab34\" tg-width=\"1484\" tg-height=\"624\" referrerpolicy=\"no-referrer\"></p>","source":"live_zhitongcaijing","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>高盛Q2持仓：买入587万股阿里，减持标普500ETF</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛Q2持仓：买入587万股阿里，减持标普500ETF\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-14 10:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/535250.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：许然\n周五，根据美国证券交易委员会(SEC)披露，高盛递交了截止至2021年6月30日的二季度持仓报告(13F)。\n据统计，高盛二季度持仓总市值达4463.9亿美元，上一季度总市值为3964.54亿美元，环比增长12.6%。在二季度的持仓组合中新增了836只个股，增持了2591只个股。同时，高盛还减持了2356只个股并清仓了706只个股。其中前十大持仓标的占总市值的17.27%。\n\n该行在...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/535250.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b3684302211042d481cacf9066fbcca","relate_stocks":{"BABA":"阿里巴巴","GS":"高盛"},"source_url":"https://www.zhitongcaijing.com/content/detail/535250.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1142153860","content_text":"作者：许然\n周五，根据美国证券交易委员会(SEC)披露，高盛递交了截止至2021年6月30日的二季度持仓报告(13F)。\n据统计，高盛二季度持仓总市值达4463.9亿美元，上一季度总市值为3964.54亿美元，环比增长12.6%。在二季度的持仓组合中新增了836只个股，增持了2591只个股。同时，高盛还减持了2356只个股并清仓了706只个股。其中前十大持仓标的占总市值的17.27%。\n\n该行在二季度大举买入587万股阿里巴巴，并成为第五大持仓股，另外苹果、Facebook及特斯拉等科技股也获较大幅度增持。\n减持方面，本季度高盛大幅减持了标普500ETF、纳斯达克100ETF(QQQ.US)等ETF以及Visa、摩根大通等金融股，亚马逊、谷歌等部分科技股也遭不同程度减持。\n截至第二季度，高盛前五大持仓股分别为标普500ETF、苹果、微软、安硕罗素2000ETF(IWM.US)及阿里巴巴。","news_type":1},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147751433,"gmtCreate":1626392772822,"gmtModify":1703759142830,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/147751433","repostId":"1182732821","repostType":4,"repost":{"id":"1182732821","pubTimestamp":1626363142,"share":"https://www.laohu8.com/m/news/1182732821?lang=&edition=full","pubTime":"2021-07-15 23:32","market":"sh","language":"zh","title":"京东涨薪，小米发红包，大厂突然不卷了？","url":"https://stock-news.laohu8.com/highlight/detail?id=1182732821","media":"凤凰WEEKLY财经","summary":"京东这波涨薪，不寻常\n\n一旦有了钱，刘强东就成了那个讲义气的男人。这次，凭的是向兄弟姐妹们撒钱的勇气。\n7月13日，京东集团宣布自2021年7月1日开始到2023年7月1日，用两年时间，将员工平均年薪","content":"<blockquote>\n <a href=\"https://laohu8.com/S/JD\">京东</a>这波涨薪，不寻常\n</blockquote>\n<p>一旦有了钱，刘强东就成了那个讲义气的男人。这次，凭的是向兄弟姐妹们撒钱的勇气。</p>\n<p>7月13日，京东集团宣布自2021年7月1日开始到2023年7月1日，用两年时间，将员工平均年薪由14薪逐步涨至16薪，在2021年7月1日之前的基础上直接涨薪两个月。</p>\n<p><img src=\"https://static.tigerbbs.com/ee0495fed5fd91fb522061619b9c9dc7\" tg-width=\"1080\" tg-height=\"596\" referrerpolicy=\"no-referrer\"></p>\n<p>字越少事越大，京东的操作被网友夸为“<b>直男式涨薪</b>”——简单直接，说涨就涨不拖沓。</p>\n<p>仅仅是在两年前，京东还在全员推行“995”工作制。早上9点上班，晚上9点下班，一周工作5天，同时高管末位淘汰。一时间，各界纷纷控诉京东“白加班”、“没底线”。</p>\n<p><b>从白加班到瞬间涨薪，京东怎么突然不卷了？</b></p>\n<p><b>1</b></p>\n<p><b>刘强东有钱了，让一小部分人先富起来</b></p>\n<p>京东员工在笑，网友在夸刘强东有良心。在京东官方微信号“京东黑板报下”，各部门纷纷开始打出招聘广告，诚邀各路英豪加入京东。</p>\n<p><img src=\"https://static.tigerbbs.com/3ea6e2aadefb7cfdbcad8cf9c4840146\" tg-width=\"1080\" tg-height=\"855\" referrerpolicy=\"no-referrer\"></p>\n<p>但基层员工想要和刘强东称兄道弟，未免为时尚早。</p>\n<p>据媒体报道，<b>此次涨薪并非全员实行</b>，京东的员工分为mpt序列和os序列，其中m是指管理，p是指项目经理，t是指产品和技术，而os是指基层员工，比如分拣员，配送员。</p>\n<p><b>而本次加薪会覆盖mpt序列，os序列的员工则会对部分地区和部分工种进行加薪。</b>具体方案和内容将由hr委员会讨论出方案另行通知。</p>\n<p>数据显示，2021年第一季度，京东体系上市公司及非上市公司员工数约37万人，其中<a href=\"https://laohu8.com/S/02618\">京东物流</a>员工数量达到约26万人，占到京东员工的70%。而京东物流中仓储、快递、客服等一线员工超过24万人，属于os序列。</p>\n<p>也就是说，<b>现在确定涨薪的京东员工只是小部分人</b>。包括广大快递员在内的刘强东“兄弟们”，想要涨薪，还得“研究”。</p>\n<p>即使是给这一小部分人涨薪，首要的原因，也是因为刘强东和京东跑出了近几年来的一个小高潮。</p>\n<p>2020年6月，<a href=\"https://laohu8.com/S/DADA\">达达集团</a>率先登陆纳斯达克敲钟上市；随后母公司京东没到两个星期赴港二次上市；12月，<a href=\"https://laohu8.com/S/06618\">京东健康</a>也正式于香港联交所主板上市；2021年5月，京东物流也在港交所成功上市。</p>\n<p><b>一系列的资本化运作，让刘强东成为手握4家IPO独角兽公司的风云人物，也让公司有了充足的资金。</b></p>\n<p>业务基本盘稳住了，现金流稳住了，京东到了最不缺钱的时候。</p>\n<p><b>2</b></p>\n<p><b>再不涨薪，员工可能就跑了</b></p>\n<p>业务基本盘稳固的同时，包括京东员工在内的多位业内人士都认为，<b>京东这次的涨薪策略应该是为了吸引人才、留住人才</b>。</p>\n<p>相比物流和健康的成功上市，京东的另一驾马车——<b>京东数科则是变动频频</b>。</p>\n<p>2021年以来，京东数科经历了撤回上市，重组京东云和AI业务等一系列动作，尽量弱化金融业务在京东数科中的分量。</p>\n<p><b>这对以白条、金融为代表的原京东数科业务线来说，不啻于一场内部地震。</b></p>\n<p>由此产生大量的人员变动。京东数科原高管、京东白条业务负责人许凌已于今年被调回京东集团任职，另有传言称，京东数科另一位高级副总裁谢锦生近期也会有岗位方面的变动。</p>\n<p><b>频繁的人员流动，对一家公司的稳定性会产生冲击。</b>高管尚且如此，对基层员工的影响更是可想而知。</p>\n<p>上个月，上市失败的京东数科还爆出裁员的消息。甚至有员工在社交平台上曝光称，在某一天，京东数科的旗下一条业务线直接“优化”了40人。</p>\n<p><img src=\"https://static.tigerbbs.com/f3f708c1f48bc4ce67087b81279dd0b2\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p>类似的裁员消息，一方面体现出内部的动荡，另一方面，裁员消息的爆出，某种程度上也是劣币驱逐良币的过程。</p>\n<p>说穿了，在社交平台上主动曝光裁员，或者抱怨自己被裁掉的，多数是不想走的人。</p>\n<p>而公司高层真正想留的人，则更可能因为在公司内部的动荡与不安定中，早早被同行以更高的待遇悄悄挖走。</p>\n<p>在招股书公布之前，就有京东数科的员工对外透露，<b>京东数科和其他巨头旗下的金融公司相比，薪酬待遇偏低</b>。</p>\n<p>从京东数科此前招股书曝光的数字来看，京东数科研发人员2020年上半年6个月的平均总薪酬是30.83万元。2019年时是52.99万元。</p>\n<p>相比之下，<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>研发人员2020年上半年的平均总薪酬已经达到53.73万元。近乎京东的两倍。也就是说，<b>蚂蚁的员工半年的收入，就几乎顶的上京东的一年</b>。</p>\n<p><b>京东原本的14薪，在互联网大厂的薪资体系中也处于鄙视链末端。</b>诸如BAT员工保底都是16薪，根据绩效成绩，拿到19薪的人也有。</p>\n<p>曾在京东实习过的刘琦告诉<i><b>《凤凰WEEKLY财经》</b></i>记者，京东工作强度非常大，<b>虽然说是早9晚7，但他基本从来没有准时7点下过班，双十一守在公司奋战到晚上12点是常态，最晚工作到2点</b>。</p>\n<p>但即使是如此高强度的工作，京东的薪资却让刘琦不敢恭维，“京东校招生薪资非常一般，活多还熬人，电商的工作量太大了。我是运营，负责打开京东首页位置的广告位，每天都有规定数量，需要安排协调部门上哪个商品，每天都要报名，不报名就挨罚，<b>基本就是催命</b>。”</p>\n<p>实习期结束后，虽然他收到了京东的offer，但他还是选择了16薪的网易。</p>\n<p><img src=\"https://static.tigerbbs.com/cb6239c93e06506bfba5b6d3880d2f46\" tg-width=\"500\" tg-height=\"280\" referrerpolicy=\"no-referrer\"></p>\n<p>在薪资方面和工作强度之间的平衡，京东一直不能算是最优选择，<b>16薪改革后，也不过是与其他大厂打个平手</b>。</p>\n<p>脉脉发布的一份《新经济、新选择 ——人才流动与迁徙2021》报告显示，2020年中国经济公司人才净流入Top20榜单中，排在前五位的分别是字节跳动、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、快手、<a href=\"https://laohu8.com/S/00700\">腾讯</a>和美团。<b>京东仅仅排在第14位。</b></p>\n<p>想要留住人，刘强东得像两年前的995一样，逼自己玩命。</p>\n<p><b>3</b></p>\n<p><b>频繁撒钱，大厂在取悦谁？</b></p>\n<p><b>除京东外，近期不少大厂也开始对员工减压或奖励措施。</b></p>\n<p>比如，6月25日，快手宣布自7月1日起取消大小周，员工按需加班，公司按照相关规定向员工支付加班工资。这距离今年1月快手开始试运行大小周，还不到半年。快手前脚政策刚落地，字节便相继宣布取消大小周，引来围墙内外的人一阵雀跃欢呼。</p>\n<p>雷军也开始频繁撒钱，7月2日，雷军宣布，授予小米3904名员工7000多万股股票；7月5日，给金山全体正式员工每人600股，总计480万股股票，7月6日，再次向122位核心员工奖励1.1965亿股小米股票。</p>\n<p><img src=\"https://static.tigerbbs.com/68316d829657f12ade7716bebb25f295\" tg-width=\"800\" tg-height=\"576\" referrerpolicy=\"no-referrer\"></p>\n<p>按照上述股票的股价粗略计算，5天时间，雷军总计抛出了大约43亿。</p>\n<p>再加上刘强东的骤然涨薪，都让人有些怀疑当初对996时代的互联网大厂的刻板印象，莫不是大厂不需要拼命了吗？</p>\n<p>当然不是。</p>\n<p>一方面，<b>互联网大厂的搏命式打法，已经引发了全社会的声讨</b>。</p>\n<p>7月13日，人民政协报刊文表示，要坚决防止和避免无休无限地榨取剩余劳动力及其高额剩余价值，甚至把员工不顾命的飞骑奔跑的分分秒秒都与精准计算的元角分挂起钩来，无视员工的基本权益保障和生命安全。</p>\n<p>另一方面，<b>互联网大厂之间的竞争由跑马圈地的增量时代进入存量时代之后，市场竞争的根源已经不再是单纯的“拼命”了，而在于“拼命”的目的和方式</b>。</p>\n<p>当单纯拼命所付出的成本，与产出的收益无法成为正比之时，大厂必须要寻求更优化的工作方式，向现有的业务要效率。</p>\n<p>同时，互联网人才方面的竞争也进入到存量竞争时代。大厂逐渐意识到，相比空中楼阁一般的期权，真金白银的薪资和奖金，更能刺激员工的拼搏精神，也更能留住人。</p>\n<p>任正非曾经有一句话：“<b>华为人，都不是人才，钱给多了，不是人才也变成了人才！</b>”</p>\n<p>尤其是互联网大厂们需要新的业务引擎，或者是在原有的基础上需要奋起直追的时候。更是如此。</p>\n<p>小米正在忙于芯片和造车的投入，京东则需要平复一直以来的内部震荡。</p>\n<p>在这样的背景下，大厂们争先恐后“福利内卷”，无外乎向外界透露两个信号：</p>\n<p>一是公司有钱，有实力去实施覆盖数十万员工的福利调整。</p>\n<p>二是对人才的渴望和需求增大，让大厂变得更加焦虑，不得不用提高福利的手段去吸引新鲜血液进入公司。</p>\n<p>这是每一个打工人所期待的。</p>\n<p><img src=\"https://static.tigerbbs.com/4b3eedfe345b764e9b181a90fd007417\" tg-width=\"690\" tg-height=\"437\" referrerpolicy=\"no-referrer\"></p>\n<p>脉脉发布的一份《新经济、新选择 ——人才流动与迁徙2021》报告显示，基层打工人选择下一份工作的考虑因素中，排在前三位的依次是薪资收入、个人发展提升机会和稳定性。</p>\n<p>中国人民大学助理教授王鹏对<i><b>《凤凰WEEKLY财经》</b></i>记者表示，正是因为大厂之前的剥削行为，引发社会产生“内卷”、“躺平”等丧文化，大厂需要对福利待遇重新洗牌，首先是顺应监管趋势，其次能够满足员工的代际传递，最后便是呼应社会的关注，增加企业人性化程度与企业工作黏性。</p>\n<p>身为大厂，想要让员工真心实意为公司卖命，套用董明珠的一句话，“<b>不要等员工要求涨工资，要主动加工资，超越员工的期望。</b>”</p>\n<p>（应采访者要求，刘琦为化名）</p>","source":"lsy1598401734913","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>京东涨薪，小米发红包，大厂突然不卷了？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n京东涨薪，小米发红包，大厂突然不卷了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-15 23:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/dNtd6bZbyDCk7ObqX8JEkw><strong>凤凰WEEKLY财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>京东这波涨薪，不寻常\n\n一旦有了钱，刘强东就成了那个讲义气的男人。这次，凭的是向兄弟姐妹们撒钱的勇气。\n7月13日，京东集团宣布自2021年7月1日开始到2023年7月1日，用两年时间，将员工平均年薪由14薪逐步涨至16薪，在2021年7月1日之前的基础上直接涨薪两个月。\n\n字越少事越大，京东的操作被网友夸为“直男式涨薪”——简单直接，说涨就涨不拖沓。\n仅仅是在两年前，京东还在全员推行“995”...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/dNtd6bZbyDCk7ObqX8JEkw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5e16e41093cc78a48fe7253a5ad378fe","relate_stocks":{"01810":"小米集团-W","JD":"京东","09618":"京东集团-SW"},"source_url":"https://mp.weixin.qq.com/s/dNtd6bZbyDCk7ObqX8JEkw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182732821","content_text":"京东这波涨薪，不寻常\n\n一旦有了钱，刘强东就成了那个讲义气的男人。这次，凭的是向兄弟姐妹们撒钱的勇气。\n7月13日，京东集团宣布自2021年7月1日开始到2023年7月1日，用两年时间，将员工平均年薪由14薪逐步涨至16薪，在2021年7月1日之前的基础上直接涨薪两个月。\n\n字越少事越大，京东的操作被网友夸为“直男式涨薪”——简单直接，说涨就涨不拖沓。\n仅仅是在两年前，京东还在全员推行“995”工作制。早上9点上班，晚上9点下班，一周工作5天，同时高管末位淘汰。一时间，各界纷纷控诉京东“白加班”、“没底线”。\n从白加班到瞬间涨薪，京东怎么突然不卷了？\n1\n刘强东有钱了，让一小部分人先富起来\n京东员工在笑，网友在夸刘强东有良心。在京东官方微信号“京东黑板报下”，各部门纷纷开始打出招聘广告，诚邀各路英豪加入京东。\n\n但基层员工想要和刘强东称兄道弟，未免为时尚早。\n据媒体报道，此次涨薪并非全员实行，京东的员工分为mpt序列和os序列，其中m是指管理，p是指项目经理，t是指产品和技术，而os是指基层员工，比如分拣员，配送员。\n而本次加薪会覆盖mpt序列，os序列的员工则会对部分地区和部分工种进行加薪。具体方案和内容将由hr委员会讨论出方案另行通知。\n数据显示，2021年第一季度，京东体系上市公司及非上市公司员工数约37万人，其中京东物流员工数量达到约26万人，占到京东员工的70%。而京东物流中仓储、快递、客服等一线员工超过24万人，属于os序列。\n也就是说，现在确定涨薪的京东员工只是小部分人。包括广大快递员在内的刘强东“兄弟们”，想要涨薪，还得“研究”。\n即使是给这一小部分人涨薪，首要的原因，也是因为刘强东和京东跑出了近几年来的一个小高潮。\n2020年6月，达达集团率先登陆纳斯达克敲钟上市；随后母公司京东没到两个星期赴港二次上市；12月，京东健康也正式于香港联交所主板上市；2021年5月，京东物流也在港交所成功上市。\n一系列的资本化运作，让刘强东成为手握4家IPO独角兽公司的风云人物，也让公司有了充足的资金。\n业务基本盘稳住了，现金流稳住了，京东到了最不缺钱的时候。\n2\n再不涨薪，员工可能就跑了\n业务基本盘稳固的同时，包括京东员工在内的多位业内人士都认为，京东这次的涨薪策略应该是为了吸引人才、留住人才。\n相比物流和健康的成功上市，京东的另一驾马车——京东数科则是变动频频。\n2021年以来，京东数科经历了撤回上市，重组京东云和AI业务等一系列动作，尽量弱化金融业务在京东数科中的分量。\n这对以白条、金融为代表的原京东数科业务线来说，不啻于一场内部地震。\n由此产生大量的人员变动。京东数科原高管、京东白条业务负责人许凌已于今年被调回京东集团任职，另有传言称，京东数科另一位高级副总裁谢锦生近期也会有岗位方面的变动。\n频繁的人员流动，对一家公司的稳定性会产生冲击。高管尚且如此，对基层员工的影响更是可想而知。\n上个月，上市失败的京东数科还爆出裁员的消息。甚至有员工在社交平台上曝光称，在某一天，京东数科的旗下一条业务线直接“优化”了40人。\n\n类似的裁员消息，一方面体现出内部的动荡，另一方面，裁员消息的爆出，某种程度上也是劣币驱逐良币的过程。\n说穿了，在社交平台上主动曝光裁员，或者抱怨自己被裁掉的，多数是不想走的人。\n而公司高层真正想留的人，则更可能因为在公司内部的动荡与不安定中，早早被同行以更高的待遇悄悄挖走。\n在招股书公布之前，就有京东数科的员工对外透露，京东数科和其他巨头旗下的金融公司相比，薪酬待遇偏低。\n从京东数科此前招股书曝光的数字来看，京东数科研发人员2020年上半年6个月的平均总薪酬是30.83万元。2019年时是52.99万元。\n相比之下，蚂蚁集团研发人员2020年上半年的平均总薪酬已经达到53.73万元。近乎京东的两倍。也就是说，蚂蚁的员工半年的收入，就几乎顶的上京东的一年。\n京东原本的14薪，在互联网大厂的薪资体系中也处于鄙视链末端。诸如BAT员工保底都是16薪，根据绩效成绩，拿到19薪的人也有。\n曾在京东实习过的刘琦告诉《凤凰WEEKLY财经》记者，京东工作强度非常大，虽然说是早9晚7，但他基本从来没有准时7点下过班，双十一守在公司奋战到晚上12点是常态，最晚工作到2点。\n但即使是如此高强度的工作，京东的薪资却让刘琦不敢恭维，“京东校招生薪资非常一般，活多还熬人，电商的工作量太大了。我是运营，负责打开京东首页位置的广告位，每天都有规定数量，需要安排协调部门上哪个商品，每天都要报名，不报名就挨罚，基本就是催命。”\n实习期结束后，虽然他收到了京东的offer，但他还是选择了16薪的网易。\n\n在薪资方面和工作强度之间的平衡，京东一直不能算是最优选择，16薪改革后，也不过是与其他大厂打个平手。\n脉脉发布的一份《新经济、新选择 ——人才流动与迁徙2021》报告显示，2020年中国经济公司人才净流入Top20榜单中，排在前五位的分别是字节跳动、阿里巴巴、快手、腾讯和美团。京东仅仅排在第14位。\n想要留住人，刘强东得像两年前的995一样，逼自己玩命。\n3\n频繁撒钱，大厂在取悦谁？\n除京东外，近期不少大厂也开始对员工减压或奖励措施。\n比如，6月25日，快手宣布自7月1日起取消大小周，员工按需加班，公司按照相关规定向员工支付加班工资。这距离今年1月快手开始试运行大小周，还不到半年。快手前脚政策刚落地，字节便相继宣布取消大小周，引来围墙内外的人一阵雀跃欢呼。\n雷军也开始频繁撒钱，7月2日，雷军宣布，授予小米3904名员工7000多万股股票；7月5日，给金山全体正式员工每人600股，总计480万股股票，7月6日，再次向122位核心员工奖励1.1965亿股小米股票。\n\n按照上述股票的股价粗略计算，5天时间，雷军总计抛出了大约43亿。\n再加上刘强东的骤然涨薪，都让人有些怀疑当初对996时代的互联网大厂的刻板印象，莫不是大厂不需要拼命了吗？\n当然不是。\n一方面，互联网大厂的搏命式打法，已经引发了全社会的声讨。\n7月13日，人民政协报刊文表示，要坚决防止和避免无休无限地榨取剩余劳动力及其高额剩余价值，甚至把员工不顾命的飞骑奔跑的分分秒秒都与精准计算的元角分挂起钩来，无视员工的基本权益保障和生命安全。\n另一方面，互联网大厂之间的竞争由跑马圈地的增量时代进入存量时代之后，市场竞争的根源已经不再是单纯的“拼命”了，而在于“拼命”的目的和方式。\n当单纯拼命所付出的成本，与产出的收益无法成为正比之时，大厂必须要寻求更优化的工作方式，向现有的业务要效率。\n同时，互联网人才方面的竞争也进入到存量竞争时代。大厂逐渐意识到，相比空中楼阁一般的期权，真金白银的薪资和奖金，更能刺激员工的拼搏精神，也更能留住人。\n任正非曾经有一句话：“华为人，都不是人才，钱给多了，不是人才也变成了人才！”\n尤其是互联网大厂们需要新的业务引擎，或者是在原有的基础上需要奋起直追的时候。更是如此。\n小米正在忙于芯片和造车的投入，京东则需要平复一直以来的内部震荡。\n在这样的背景下，大厂们争先恐后“福利内卷”，无外乎向外界透露两个信号：\n一是公司有钱，有实力去实施覆盖数十万员工的福利调整。\n二是对人才的渴望和需求增大，让大厂变得更加焦虑，不得不用提高福利的手段去吸引新鲜血液进入公司。\n这是每一个打工人所期待的。\n\n脉脉发布的一份《新经济、新选择 ——人才流动与迁徙2021》报告显示，基层打工人选择下一份工作的考虑因素中，排在前三位的依次是薪资收入、个人发展提升机会和稳定性。\n中国人民大学助理教授王鹏对《凤凰WEEKLY财经》记者表示，正是因为大厂之前的剥削行为，引发社会产生“内卷”、“躺平”等丧文化，大厂需要对福利待遇重新洗牌，首先是顺应监管趋势，其次能够满足员工的代际传递，最后便是呼应社会的关注，增加企业人性化程度与企业工作黏性。\n身为大厂，想要让员工真心实意为公司卖命，套用董明珠的一句话，“不要等员工要求涨工资，要主动加工资，超越员工的期望。”\n（应采访者要求，刘琦为化名）","news_type":1},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141240998,"gmtCreate":1625877021614,"gmtModify":1703750203833,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/141240998","repostId":"1146550873","repostType":4,"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104923538,"gmtCreate":1620350803324,"gmtModify":1704342362666,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"no","listText":"no","text":"no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/104923538","repostId":"1196375959","repostType":4,"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342821697,"gmtCreate":1618200902319,"gmtModify":1704707429169,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/342821697","repostId":"2126053673","repostType":4,"repost":{"id":"2126053673","pubTimestamp":1618197260,"share":"https://www.laohu8.com/m/news/2126053673?lang=&edition=full","pubTime":"2021-04-12 11:14","market":"us","language":"en","title":"5 Reasons You'll Regret Selling Lululemon Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2126053673","media":"Motley Fool","summary":"All signs point in an upward direction for this growing fitness brand.","content":"<p>Shares of&nbsp;<b><a href=\"https://laohu8.com/S/LULU\">lululemon athletica</a></b> (NASDAQ:LULU) shot up 50% in 2020.&nbsp;Investors were obviously thrilled with the company's blistering rate of e-commerce growth during the pandemic. But since reaching a high of $399 last year, the stock price has cooled off and currently sits at $312.</p>\n<p>The stock could be down for a variety of reasons, such as valuation concerns or a rotation from growth to value stocks. Either way, investors who sell shares of Lululemon may miss out on life-changing returns over the next few decades.</p>\n<p>Here are five reasons that illustrate the potential for this growth stock to power your retirement.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99ffcaf292ecd22ba7ccf9e1ec450a95\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>1. 2020 reset management's expectations</h2>\n<p>Last year, Lululemon showed why its e-commerce business is second to none. For the full year, e-commerce revenue doubled and represented 52% of the business in the fiscal fourth quarter.&nbsp;There are many retailers that would love to report those numbers.</p>\n<p>During the fiscal Q4 earnings call, CEO Calvin McDonald said: \"2020 has reset our expectations for what is possible.\"&nbsp;He added, \"These results were significantly ahead of our initial expectations and enabled us to achieve, three years early, our 2023 goal of doubling our e-commerce revenue from 2018 levels.\"</p>\n<h2>2. Store expansion</h2>\n<p>The growth of e-commerce might have reset expectations for what is possible, but investors should also pay attention to what management said about its store-opening opportunities.</p>\n<p>\"We continue to be underpenetrated from a brick-and-mortar perspective across all our markets, including North America and around the world,\" McDonald said.</p>\n<p>Lululemon opened 30 net new company-operated stores in 2020, leaving the total store footprint at 521 globally to finish the year. Most of these new stores were opened in the Asia Pacific region, where Lululemon continues to experience its strongest growth.</p>\n<h2>3. Massive international opportunity</h2>\n<p>Lululemon is becoming a global brand. While North America revenue increased by 8% last year, international markets grew 31%.</p>\n<p>\"At only 14% penetration, we are in the very early days of our journey outside of North America,\" McDonald said.</p>\n<h2>4. New product opportunities</h2>\n<p>Lululemon continues to gain market share across men's and women's categories, but what's exciting is that management continues to identify opportunities to spread its wings within the broader fitness market.&nbsp; Here are two big ones that management is enthusiastic about.</p>\n<p><b>Interactive fitness</b>: Lululemon entered the fitness equipment market last year with the $500 million acquisition of Mirror -- an interactive display that costs $1,495 and offers workout classes by professional trainers for $39 per month. It generated $170 million in revenue for the full year, and management anticipates further growth of 50% to 65% in fiscal 2021.</p>\n<p>During the call, CFO Meghan Frank said: \"Mirror remains early in its life cycle and we've made the strategic decision to invest more than initially anticipated to build long-term value in this business.\"</p>\n<p><b>Footwear</b>: Lululemon highlighted this opportunity at its analyst day presentation in 2019.&nbsp;Lululemon has previous experience selling footwear, as part of a partnership with APL a few years ago.&nbsp;What management learned was that customers resonate with Lululemon selling footwear.</p>\n<p>\"[W]e are building toward the early 2022 launch of our technical footwear, which will allow us to provide guests with head-to-toe solutions,\" McDonald announced during the Q4 earnings call.</p>\n<p>Given the high customer loyalty of the Lululemon brand, I believe investors are underestimating the sales opportunity of Mirror and footwear.</p>\n<h2>5. Building momentum</h2>\n<p>Lululemon just reported its third consecutive quarter of improving revenue growth. After it reported a 17% decline in revenue at the start of the pandemic, revenue has shown steady improvement -- up 2% in the second quarter, 22% in the third,&nbsp;and 24% in Q4.</p>\n<p>Lululemon is poised for a big year. Guidance for fiscal 2021 calls for adjusted earnings per share to increase by 35% at the midpoint of the guidance range. With adjusted earnings expected to land between $6.30 to $6.45, that puts the stock's current forward price-to-earnings (P/E) ratio at 49 based on the low end of the range.</p>\n<p>The stock looks expensive, but you can't squeeze a company's intrinsic value into a single metric, such as a P/E ratio. Considering all the opportunities for this business to expand, I believe investors are still underestimating Lululemon's long-term growth potential.</p>","source":"fool_stock","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>5 Reasons You'll Regret Selling Lululemon Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Reasons You'll Regret Selling Lululemon Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-12 11:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/11/5-reasons-youll-regret-selling-lululemon-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of lululemon athletica (NASDAQ:LULU) shot up 50% in 2020. Investors were obviously thrilled with the company's blistering rate of e-commerce growth during the pandemic. But since reaching a ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/11/5-reasons-youll-regret-selling-lululemon-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LULU":"lululemon athletica"},"source_url":"https://www.fool.com/investing/2021/04/11/5-reasons-youll-regret-selling-lululemon-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126053673","content_text":"Shares of lululemon athletica (NASDAQ:LULU) shot up 50% in 2020. Investors were obviously thrilled with the company's blistering rate of e-commerce growth during the pandemic. But since reaching a high of $399 last year, the stock price has cooled off and currently sits at $312.\nThe stock could be down for a variety of reasons, such as valuation concerns or a rotation from growth to value stocks. Either way, investors who sell shares of Lululemon may miss out on life-changing returns over the next few decades.\nHere are five reasons that illustrate the potential for this growth stock to power your retirement.\nImage source: Getty Images.\n1. 2020 reset management's expectations\nLast year, Lululemon showed why its e-commerce business is second to none. For the full year, e-commerce revenue doubled and represented 52% of the business in the fiscal fourth quarter. There are many retailers that would love to report those numbers.\nDuring the fiscal Q4 earnings call, CEO Calvin McDonald said: \"2020 has reset our expectations for what is possible.\" He added, \"These results were significantly ahead of our initial expectations and enabled us to achieve, three years early, our 2023 goal of doubling our e-commerce revenue from 2018 levels.\"\n2. Store expansion\nThe growth of e-commerce might have reset expectations for what is possible, but investors should also pay attention to what management said about its store-opening opportunities.\n\"We continue to be underpenetrated from a brick-and-mortar perspective across all our markets, including North America and around the world,\" McDonald said.\nLululemon opened 30 net new company-operated stores in 2020, leaving the total store footprint at 521 globally to finish the year. Most of these new stores were opened in the Asia Pacific region, where Lululemon continues to experience its strongest growth.\n3. Massive international opportunity\nLululemon is becoming a global brand. While North America revenue increased by 8% last year, international markets grew 31%.\n\"At only 14% penetration, we are in the very early days of our journey outside of North America,\" McDonald said.\n4. New product opportunities\nLululemon continues to gain market share across men's and women's categories, but what's exciting is that management continues to identify opportunities to spread its wings within the broader fitness market.  Here are two big ones that management is enthusiastic about.\nInteractive fitness: Lululemon entered the fitness equipment market last year with the $500 million acquisition of Mirror -- an interactive display that costs $1,495 and offers workout classes by professional trainers for $39 per month. It generated $170 million in revenue for the full year, and management anticipates further growth of 50% to 65% in fiscal 2021.\nDuring the call, CFO Meghan Frank said: \"Mirror remains early in its life cycle and we've made the strategic decision to invest more than initially anticipated to build long-term value in this business.\"\nFootwear: Lululemon highlighted this opportunity at its analyst day presentation in 2019. Lululemon has previous experience selling footwear, as part of a partnership with APL a few years ago. What management learned was that customers resonate with Lululemon selling footwear.\n\"[W]e are building toward the early 2022 launch of our technical footwear, which will allow us to provide guests with head-to-toe solutions,\" McDonald announced during the Q4 earnings call.\nGiven the high customer loyalty of the Lululemon brand, I believe investors are underestimating the sales opportunity of Mirror and footwear.\n5. Building momentum\nLululemon just reported its third consecutive quarter of improving revenue growth. After it reported a 17% decline in revenue at the start of the pandemic, revenue has shown steady improvement -- up 2% in the second quarter, 22% in the third, and 24% in Q4.\nLululemon is poised for a big year. Guidance for fiscal 2021 calls for adjusted earnings per share to increase by 35% at the midpoint of the guidance range. With adjusted earnings expected to land between $6.30 to $6.45, that puts the stock's current forward price-to-earnings (P/E) ratio at 49 based on the low end of the range.\nThe stock looks expensive, but you can't squeeze a company's intrinsic value into a single metric, such as a P/E ratio. Considering all the opportunities for this business to expand, I believe investors are still underestimating Lululemon's long-term growth potential.","news_type":1},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359969444,"gmtCreate":1616322405588,"gmtModify":1704792900096,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/359969444","repostId":"1199154789","repostType":4,"repost":{"id":"1199154789","pubTimestamp":1616164372,"share":"https://www.laohu8.com/m/news/1199154789?lang=&edition=full","pubTime":"2021-03-19 22:32","market":"us","language":"en","title":"Fed Disappoints Market, Lets SLR Relief Expire: What Happens Next","url":"https://stock-news.laohu8.com/highlight/detail?id=1199154789","media":"zerohedge","summary":"As washinted at, and discussed in depth here,the Fed decided - under political pressure from progressive Democrats such asElizabeth Warren and Sherrod Brown- to let the temporary Supplementary Leverage Ratio  exemption expire as scheduled on March 31, the one year anniversary of the rule change.The federal bank regulatory agencies today announced that the temporary change to the supplementary leverage ratio, or SLR, for depository institutions issued on May 15, 2020, will expire as scheduled on ","content":"<p>As washinted at, and discussed in depth here,the Fed decided - under political pressure from progressive Democrats such asElizabeth Warren and Sherrod Brown- to let the temporary Supplementary Leverage Ratio (SLR) exemption expire as scheduled on March 31, the one year anniversary of the rule change.</p><blockquote>The federal bank regulatory agencies today announced that the temporary change to the supplementary leverage ratio, or SLR, for depository institutions issued on May 15, 2020, will expire as scheduled on March 31, 2021.The temporary change was made to provide flexibility for depository institutions to provide credit to households and businesses in light of the COVID-19 event.</blockquote><p><img src=\"https://static.tigerbbs.com/b822960da59d651f093b5113cd0c3fd0\" tg-width=\"500\" tg-height=\"319\" referrerpolicy=\"no-referrer\">This outcome is theone (again) correctly predictedby former NY Fed guru Zoltan Pozsar who following the FOMC said that \"the fact that the Fed made this adjustment practically preemptively – the o/n RRP facility is not being used at the moment, so there are no capacity constraints yet, while repo and bill yields aren’t trading negative yet –<b>suggests that the Fed is “foaming the runway” for the end of SLR exemption</b>.\"</p><p>Knowing well this would be a very hot button issue for the market, the Fed published thefollowing statementto ease trader nerves, noting that while the SLR special treatment will expire on March 31, the Fed is \"inviting public comment on several potential SLR modifications\" and furthermore, \"<b>Board may need to address the current design and calibration of the SLR over time to prevent strains from developing that could both constrain economic growth and undermine financial stability</b>\" - in short, if yields spike, the Fed will re-introduce the SLR without delay:</p><blockquote>The Federal Reserve Board on Friday announced that the temporary change to its supplementary leverage ratio, or SLR, for bank holding companies will expire as scheduled on March 31. <b>Additionally, the Board will shortly seek comment on measures to adjust the SLR. The Board will take appropriate actions to assure that any changes to the SLR do not erode the overall strength of bank capital requirements.</b>To ease strains in the Treasury market resulting from the COVID-19 pandemic and to promote lending to households and businesses, the Board temporarily modified the SLR last year to exclude U.S. Treasury securities and central bank reserves. Since that time, the Treasury market has stabilized. <b>However, because of recent growth in the supply of central bank reserves and the issuance of Treasury securities, the Board may need to address the current design and calibration of the SLR over time to prevent strains from developing that could both constrain economic growth and undermine financial stability.To ensure that the SLR—which was established in 2014 as an additional capital requirement—remains effective in an environment of higher reserves, the Board will soon be inviting public comment on several potential SLR modifications.</b>The proposal and comments will contribute to ongoing discussions with the Department of the Treasury and other regulators on future work to ensure the resiliency of the Treasury market.</blockquote><p>The Fed's soothing wods notwithstanding,<b>having been primed for a favorable outcome, the Fed's disappointing announcement was hardly the news traders were hoping for and stocks tumbled...</b></p><p><img src=\"https://static.tigerbbs.com/c341c3843a5031cd1599c2c89e198050\" tg-width=\"500\" tg-height=\"305\" referrerpolicy=\"no-referrer\">Bond yields spiked...</p><p><img src=\"https://static.tigerbbs.com/14173c1ce587fb45efe4c30ecc1dfbab\" tg-width=\"500\" tg-height=\"284\" referrerpolicy=\"no-referrer\">... while the stock of JPM, which is the most exposed bank to SLR relief (as noted yesterday in \"Facing Up To JP Morgan's Leverage Relief Threats\")...</p><p><img src=\"https://static.tigerbbs.com/32811183fba3dbddf1c440836298c7f3\" tg-width=\"500\" tg-height=\"602\" referrerpolicy=\"no-referrer\">.... slumped.</p><p><img src=\"https://static.tigerbbs.com/2fba41463f15e79d2b8436cdd6a526fc\" tg-width=\"500\" tg-height=\"306\" referrerpolicy=\"no-referrer\">In case you've been living under a rock, here's why you should care about the SLR decision: First, for those whomissed our primer on the issue, some background from JPM (ironically the one bank that has the most to lose from the Fed's decision) the bottom line is that without SLR relief,<b>banks may have to delever, raise new capital, halt buybacks, sell preferred stock, turn down deposits and generally push back on reserves (not necessarily all of these, and not in that order) just as the Fed is injecting hundreds of billions of reserves into the market as the Treasury depletes its TGA account.</b></p><blockquote>The massive expansion of the Fed’s balance that has occurred implied an equally massive growth in bank reserves held at Federal Reserve banks. <b>The expiration of the regulatory relief would add ~$2.1tn of leverage exposure across the 8 GSIBs. As well, TGA reduction and continued QE could add another ~$2.35tn of deposits to the system during 2021.</b></blockquote><p><img src=\"https://static.tigerbbs.com/392342c2f3e1dd008b2276172a9b3ecf\" tg-width=\"500\" tg-height=\"253\" referrerpolicy=\"no-referrer\">While the expiry of the carve-out on March 31 would not have an immediate impact on GSIBs, the continued increase in leverage assets throughout the course of the year would increase long-term debt (LTD) and preferred requirements. Here, JPM takes an optimistic view and writes that<b>\"even the “worst” case issuance scenario as very manageable, with LTD needs of $35bn for TLAC requirements and preferred needs of $15-$20bn to maintain the industry-wide SLR at 5.6%.</b></p><p>The constraint is greater at the bank entity, where the capacity to grow leverage exposure to be ~$765bn at 6.2% SLR.\"Goldman's take was more troubling: the bank estimated that under the continued QE regime, there would be a shortfall of some $2 trillion in reserve capacity, mainly in the form of deposits which the banks would be unable to accept as part of ongoing QE (much more in Goldman'sfull take of the SLR quandary).</p><p><b>So what happens next?</b></p><p>Addressing this topic, yesterday Curvature's Scott Skyrm wrote that \"<i>the largest banks are enjoying much larger balance sheets, but there are political factors in Washington that are against an extension of the exemption.... Here are a couple of scenarios and their implications on the Repo market</i>:</p><blockquote>The exemption is extended 3 months or 6 months - No impact on the Repo market. It's already fully priced-in.The exemption is continued for reserves, but ended for Treasurys. <b>Since large banks are the largest cash providers in the Repo market, less cash is intermediated into the market and Repo rates rise. Volatility increases as Repo assets move from the largest banks to the other Repo market participants.The exemption is ended for both reserves and Treasurys. Same as above.</b></blockquote><p>In other words, Skyrm has a relatively downbeat view, warning that \"since large banks are the largest cash providers in the Repo market, less cash is intermediated into the market and Repo rates rise.\" Additionally, volatility is likely to increase as repo assets move from the largest banks to the other Repo market participants...</p><p>Perhaps a bit too draconian? Well, last week, JPMorgan laid out 5 scenarios for SLR, of which two predicted the end of SLR relief on March 31, as follow:</p><blockquote><u><b>3. Relief ends March 31, banks fully raise capital</b></u> <b>Impact on BanksRatesFront-End Rates</b> <u><b>4. Relief ends March 31, banks raise capital &amp; de-lever</b></u> <b>Impact on BanksRatesFront-End Rates</b></blockquote><p>Going back to Zoltan, let's recallthat the repo gurualso cautioned that \"ending the exemption of reserves and Treasuries from the calculation of the SLR may mean that U.S. banks will turn away deposits and reserves on the margin (not Treasuries) to leave more room for market-making activities,<b>and these flows will swell further money funds’ inflows coming from TGA drawdowns.</b>\"</p><p>More importantly, Zoltan does not expect broad chaos in repo or broader markets, and instead provides a more benign view on the negligible impact the SLR has had (and will be if it is eliminated), as he explained in a note from Tuesday.</p><p><img src=\"https://static.tigerbbs.com/caeeb2b1290e084832f29d61cea6a90b\" tg-width=\"500\" tg-height=\"534\" referrerpolicy=\"no-referrer\">How to determine if Zoltan's benign view is correct? He concluded his note by writing that \"given that our call for a zero-to-negative FRA-OIS spread by the end of June was predicated on the end of SLR extension and an assumption that the Fed will try to fix a quantity problem with prices, not quantities, today’s adjustments mean that FRA-OIS won’t trade all the way down to zero or negative territory.\"</p><blockquote>FRA-OIS from here will be a function of how tight FX swaps will trade relative to OIS, but Treasury bills trading at deeply sub-zero rates is no longer a risk...</blockquote><p>While Bills have occasionally dipped into the negative territory on occasion, so far they have avoided a fullblown plunge into NIRP, which may be just the positive sign the market is waiting for to ease the nerves associated with the sudden and largely unexpected end of the SLR exemption.</p><p>* *&nbsp; *</p><p>Finally, for those curious what the immediate market impact will be, NatWest strategist Blake Gwinn writes that the Fed announcement that they’re letting regulatory exemptions for banks expire at the end of the month \"really threads the needle and \"assuages concerns about the potential long-term impact on the markets\" as<b>the SLR \"ends it but defuses a lot of the knee-jerk market reaction” by pledging to address the current design and calibration of the supplementary leverage ratio to prevent strains from developing</b>.</p><p>“I was never worried about a day-one bank puke of Treasuries or drawdown in repo or anything like that on no renewal,” Gwinn said. “My concern was the longer run,” like as reserves continue to rise, would the SLR “become a nuisance and drag on Treasuries and spreads” Gwinn concludes that with the statement, the Fed is<b>\"really speaking to those fears and basically saying, ‘don’t worry, we are on it’.”</b></p><p>Well, with yields spiking to HOD in early quad-witch trading, the market sure seems quite skeptical that the Fed is on anything.</p>","source":"lsy1583725640930","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>Fed Disappoints Market, Lets SLR Relief Expire: What Happens Next</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed Disappoints Market, Lets SLR Relief Expire: What Happens Next\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 22:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/stocks-bopnds-tank-after-fed-lets-slr-relief-expire><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As washinted at, and discussed in depth here,the Fed decided - under political pressure from progressive Democrats such asElizabeth Warren and Sherrod Brown- to let the temporary Supplementary ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/stocks-bopnds-tank-after-fed-lets-slr-relief-expire\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.zerohedge.com/markets/stocks-bopnds-tank-after-fed-lets-slr-relief-expire","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199154789","content_text":"As washinted at, and discussed in depth here,the Fed decided - under political pressure from progressive Democrats such asElizabeth Warren and Sherrod Brown- to let the temporary Supplementary Leverage Ratio (SLR) exemption expire as scheduled on March 31, the one year anniversary of the rule change.The federal bank regulatory agencies today announced that the temporary change to the supplementary leverage ratio, or SLR, for depository institutions issued on May 15, 2020, will expire as scheduled on March 31, 2021.The temporary change was made to provide flexibility for depository institutions to provide credit to households and businesses in light of the COVID-19 event.This outcome is theone (again) correctly predictedby former NY Fed guru Zoltan Pozsar who following the FOMC said that \"the fact that the Fed made this adjustment practically preemptively – the o/n RRP facility is not being used at the moment, so there are no capacity constraints yet, while repo and bill yields aren’t trading negative yet –suggests that the Fed is “foaming the runway” for the end of SLR exemption.\"Knowing well this would be a very hot button issue for the market, the Fed published thefollowing statementto ease trader nerves, noting that while the SLR special treatment will expire on March 31, the Fed is \"inviting public comment on several potential SLR modifications\" and furthermore, \"Board may need to address the current design and calibration of the SLR over time to prevent strains from developing that could both constrain economic growth and undermine financial stability\" - in short, if yields spike, the Fed will re-introduce the SLR without delay:The Federal Reserve Board on Friday announced that the temporary change to its supplementary leverage ratio, or SLR, for bank holding companies will expire as scheduled on March 31. Additionally, the Board will shortly seek comment on measures to adjust the SLR. The Board will take appropriate actions to assure that any changes to the SLR do not erode the overall strength of bank capital requirements.To ease strains in the Treasury market resulting from the COVID-19 pandemic and to promote lending to households and businesses, the Board temporarily modified the SLR last year to exclude U.S. Treasury securities and central bank reserves. Since that time, the Treasury market has stabilized. However, because of recent growth in the supply of central bank reserves and the issuance of Treasury securities, the Board may need to address the current design and calibration of the SLR over time to prevent strains from developing that could both constrain economic growth and undermine financial stability.To ensure that the SLR—which was established in 2014 as an additional capital requirement—remains effective in an environment of higher reserves, the Board will soon be inviting public comment on several potential SLR modifications.The proposal and comments will contribute to ongoing discussions with the Department of the Treasury and other regulators on future work to ensure the resiliency of the Treasury market.The Fed's soothing wods notwithstanding,having been primed for a favorable outcome, the Fed's disappointing announcement was hardly the news traders were hoping for and stocks tumbled...Bond yields spiked...... while the stock of JPM, which is the most exposed bank to SLR relief (as noted yesterday in \"Facing Up To JP Morgan's Leverage Relief Threats\")....... slumped.In case you've been living under a rock, here's why you should care about the SLR decision: First, for those whomissed our primer on the issue, some background from JPM (ironically the one bank that has the most to lose from the Fed's decision) the bottom line is that without SLR relief,banks may have to delever, raise new capital, halt buybacks, sell preferred stock, turn down deposits and generally push back on reserves (not necessarily all of these, and not in that order) just as the Fed is injecting hundreds of billions of reserves into the market as the Treasury depletes its TGA account.The massive expansion of the Fed’s balance that has occurred implied an equally massive growth in bank reserves held at Federal Reserve banks. The expiration of the regulatory relief would add ~$2.1tn of leverage exposure across the 8 GSIBs. As well, TGA reduction and continued QE could add another ~$2.35tn of deposits to the system during 2021.While the expiry of the carve-out on March 31 would not have an immediate impact on GSIBs, the continued increase in leverage assets throughout the course of the year would increase long-term debt (LTD) and preferred requirements. Here, JPM takes an optimistic view and writes that\"even the “worst” case issuance scenario as very manageable, with LTD needs of $35bn for TLAC requirements and preferred needs of $15-$20bn to maintain the industry-wide SLR at 5.6%.The constraint is greater at the bank entity, where the capacity to grow leverage exposure to be ~$765bn at 6.2% SLR.\"Goldman's take was more troubling: the bank estimated that under the continued QE regime, there would be a shortfall of some $2 trillion in reserve capacity, mainly in the form of deposits which the banks would be unable to accept as part of ongoing QE (much more in Goldman'sfull take of the SLR quandary).So what happens next?Addressing this topic, yesterday Curvature's Scott Skyrm wrote that \"the largest banks are enjoying much larger balance sheets, but there are political factors in Washington that are against an extension of the exemption.... Here are a couple of scenarios and their implications on the Repo market:The exemption is extended 3 months or 6 months - No impact on the Repo market. It's already fully priced-in.The exemption is continued for reserves, but ended for Treasurys. Since large banks are the largest cash providers in the Repo market, less cash is intermediated into the market and Repo rates rise. Volatility increases as Repo assets move from the largest banks to the other Repo market participants.The exemption is ended for both reserves and Treasurys. Same as above.In other words, Skyrm has a relatively downbeat view, warning that \"since large banks are the largest cash providers in the Repo market, less cash is intermediated into the market and Repo rates rise.\" Additionally, volatility is likely to increase as repo assets move from the largest banks to the other Repo market participants...Perhaps a bit too draconian? Well, last week, JPMorgan laid out 5 scenarios for SLR, of which two predicted the end of SLR relief on March 31, as follow:3. Relief ends March 31, banks fully raise capital Impact on BanksRatesFront-End Rates 4. Relief ends March 31, banks raise capital & de-lever Impact on BanksRatesFront-End RatesGoing back to Zoltan, let's recallthat the repo gurualso cautioned that \"ending the exemption of reserves and Treasuries from the calculation of the SLR may mean that U.S. banks will turn away deposits and reserves on the margin (not Treasuries) to leave more room for market-making activities,and these flows will swell further money funds’ inflows coming from TGA drawdowns.\"More importantly, Zoltan does not expect broad chaos in repo or broader markets, and instead provides a more benign view on the negligible impact the SLR has had (and will be if it is eliminated), as he explained in a note from Tuesday.How to determine if Zoltan's benign view is correct? He concluded his note by writing that \"given that our call for a zero-to-negative FRA-OIS spread by the end of June was predicated on the end of SLR extension and an assumption that the Fed will try to fix a quantity problem with prices, not quantities, today’s adjustments mean that FRA-OIS won’t trade all the way down to zero or negative territory.\"FRA-OIS from here will be a function of how tight FX swaps will trade relative to OIS, but Treasury bills trading at deeply sub-zero rates is no longer a risk...While Bills have occasionally dipped into the negative territory on occasion, so far they have avoided a fullblown plunge into NIRP, which may be just the positive sign the market is waiting for to ease the nerves associated with the sudden and largely unexpected end of the SLR exemption.* *  *Finally, for those curious what the immediate market impact will be, NatWest strategist Blake Gwinn writes that the Fed announcement that they’re letting regulatory exemptions for banks expire at the end of the month \"really threads the needle and \"assuages concerns about the potential long-term impact on the markets\" asthe SLR \"ends it but defuses a lot of the knee-jerk market reaction” by pledging to address the current design and calibration of the supplementary leverage ratio to prevent strains from developing.“I was never worried about a day-one bank puke of Treasuries or drawdown in repo or anything like that on no renewal,” Gwinn said. “My concern was the longer run,” like as reserves continue to rise, would the SLR “become a nuisance and drag on Treasuries and spreads” Gwinn concludes that with the statement, the Fed is\"really speaking to those fears and basically saying, ‘don’t worry, we are on it’.”Well, with yields spiking to HOD in early quad-witch trading, the market sure seems quite skeptical that the Fed is on anything.","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814618713,"gmtCreate":1630811878432,"gmtModify":1676530399178,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/814618713","repostId":"2164680809","repostType":4,"repost":{"id":"2164680809","pubTimestamp":1630810038,"share":"https://www.laohu8.com/m/news/2164680809?lang=&edition=full","pubTime":"2021-09-05 10:47","market":"hk","language":"zh","title":"小米在“富士康化”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2164680809","media":"华尔街见闻","summary":"小米自诞生以来便一直强调其极致的性价比，雷军曾表示小米硬件综合利润率不超过5%，但小米生态链公司的毛利却不低。\n主要是受益于代工模式，公司本身不承担制造生产成本，通过挤压代工厂利润来实现增值，与此同时","content":"<p>小米自诞生以来便一直强调其极致的性价比，雷军曾表示小米硬件综合利润率不超过5%，但小米生态链公司的毛利却不低。</p>\n<p>主要是受益于代工模式，公司本身不承担制造生产成本，通过挤压代工厂利润来实现增值，与此同时小米也赚取了分成。</p>\n<p>长期以来，代工龙头富士康便是通过控股方式，向产业链上游延伸，构建盈利长城。</p>\n<p><img src=\"https://static.tigerbbs.com/ae37174cdd7bc25d06393d5c9ab63a5e\" tg-width=\"1080\" tg-height=\"721\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><b>01</b></p>\n<p><b>小米低毛利是个噱头？</b></p>\n<p>小米自诞生以来便一贯强调其极致的性价比，雷军曾喊话，小米硬件综合利润率不超过5%，如有超出部分，将超出部分全部返还给用户。</p>\n<p>根据小米2020年财报显示，其<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手机的毛利率为8.7%，再扣除各项费用，硬件确实不赚钱。</p>\n<p>不仅仅是小米自己，小米生态链公司销售的米家产品的毛利率同样也不高，这主要是由合作模式决定的。</p>\n<p>小米生态链公司与小米的合作以成本价采购/利润分成模式为主，在该模式下，公司按照成本价格将小米定制产品销售给小米，产品在小米的各种渠道最终实现对外销售，小米再将其产生的利润按照双方约定的比例分成。</p>\n<p><a href=\"https://laohu8.com/S/688169\">石头科技</a>在其招股说明书中罗列了小米生态链模式公司的毛利率，石头科技旗下米家产品的毛利率为13.58%，另一家九号智能生产的电动滑板车的毛利率为15.39%。</p>\n<p><img src=\"https://static.tigerbbs.com/3ccc0fd2f91479bb7e95a6ca6356aeb7\" tg-width=\"1037\" tg-height=\"331\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>不过近年来随着小米生态链公司相继上市，公司也在逐步寻求“去小米化”，以提升自身盈利能力。</p>\n<p>石头科技最新公布的半年报显示，上半年公司实现营收23.48亿元，较上年同期增长32.19%；净利润6.51亿元，较上年同期增长41.57%，销售毛利率为50.74%。</p>\n<p>针对业绩增长，公司给出的原因系公司逐步拓展自有品牌销售渠道，毛利较高的自有品牌产品销售额占比由86.25%提升至98.23%，同时海外业务持续扩张也使得盈利能力得到提升。</p>\n<p>图：石头科技销售毛利率和销售净利率</p>\n<p><img src=\"https://static.tigerbbs.com/901972a18e0f775440d0485953729b09\" tg-width=\"735\" tg-height=\"454\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源：wind</p>\n<p><b>02</b></p>\n<p><b>毛利背后的秘密</b></p>\n<p>一方面毛利更高的自有品牌开始搭台唱戏，另一方面也得益于石头科技给自己找了两家代工厂。</p>\n<p>根据石头科技上市招股说明书，石头科技的产品全部采用委托加工方式进行生产，自己并无自建生产基地，2018年之前石头科技的主要代工厂为<a href=\"https://laohu8.com/S/300207\">欣旺达</a>，2018年石头科技引入东莞长城担任第二家代工厂商，但欣旺达的占比仍接近90%。</p>\n<p>值得一提的是，欣旺达也同样是小米手机的供应商。</p>\n<p><img src=\"https://static.tigerbbs.com/2543c440cca89d0b47bf2095c32f48ab\" tg-width=\"1031\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源：石头科技招股说明书</p>\n<p>在石头科技的成本构成中原材料和委外加工费是大头，其本身并不承担制造生产成本，石头科技只需要做好设计和研发工作，大部分的辛苦活都交给了代工厂。</p>\n<p>依据微笑曲线理论，生产环节是毛利率洼地，事实也确实如此。成功将制造生产环节外包出去的石头科技的毛利率能达到50%，而欣旺达的毛利率就只有16.64%了。</p>\n<p><img src=\"https://static.tigerbbs.com/2d64b670e6efed9dcd6a5bb85ffc2311\" tg-width=\"1070\" tg-height=\"465\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源：石头科技招股说明书</p>\n<p>另根据公司股权结构，天津金米和Shunwei两家公司均是雷军的“小米系”，也就是说石头科技通过分包赚得钱小米也都是有份的。</p>\n<p><img src=\"https://static.tigerbbs.com/5c1b98af7350b7e3f205a05ffcf30290\" tg-width=\"814\" tg-height=\"378\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>无独有偶，在另一家小米生态链公司九号智能的供应商列表中也有欣旺达的身影。</p>\n<p>九号智能在其招股说明书中披露，公司的产品生产主要采用自主生产和代工生产并行的模式，其中代工生产主要由欣旺达等代工厂进行，2019年代工厂生产的产品数量占比为49.75%，其中欣旺达的占比为81.13%。</p>\n<p><img src=\"https://static.tigerbbs.com/4a327ee44e71f6b06c949e57b061ef8f\" tg-width=\"1004\" tg-height=\"425\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>或许由于九号智能仍承担着一半的生产任务，其毛利率水平并没有石头科技那么瞩目，近五年的毛利率基本稳定在25%上下，不过还是要高出其代工厂约10个百分点。</p>\n<p>图：<a href=\"https://laohu8.com/S/689009\">九号公司</a>销售毛利率和销售净利率</p>\n<p><img src=\"https://static.tigerbbs.com/1cb15f3deed6695e3543ed0e7e55bc69\" tg-width=\"730\" tg-height=\"441\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源：wind</p>\n<p>上述两家小米生态链公司的经营情况揭示了小米极致性价比背后的玄机，虽然自己的硬件不挣钱，但可以通过挤压代工厂的利润来实现增值，在这一点上小米的互联网模式践行得很到位，找到供应商和代工厂合作，自己充当渠道角色从中赚取分成。</p>\n<p>也正因为要守住产业链的利润回流，小米对于生态链公司的供应商保留了一定的决定权。前述两家公司的招股说明书中均提到，在现有合作模式下，按约定公司在更换产品关键零部件及组装供应商时，需提前告知小米。</p>\n<p><b>03</b></p>\n<p><b>富士康模式？</b></p>\n<p>事实上，层层代工模式并非小米独有，代工厂鼻祖富士康早就开始在供应链环节下功夫了。</p>\n<p>作为全球电子产业的代工龙头，富士康的营收可以说是巨无霸级别的，2020年鸿海实现营收1.2万亿元，但其毛利率常年维持在6%左右。</p>\n<p>图：鸿海毛利率和净利率</p>\n<p><img src=\"https://static.tigerbbs.com/4cfe50d59737042e462374f04d0aab1b\" tg-width=\"710\" tg-height=\"446\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>数据来源：wind</p>\n<p>想要在日益激烈的竞争中守住这微薄的利润也不容易，而富士康仰仗的便是强大的成本管控和供应链管理能力。受益于自身的规模优势，富士康向产业链上游延伸，构筑盈利长城。</p>\n<p>以<a href=\"https://laohu8.com/S/601138\">工业富联</a>为例，据其招股说明书显示，公司向关联方采购的PCB、连接器等零组件，以及模具等产品的占比为7.29%。</p>\n<p>其中原材料采购金额最大的PCB（成本占比高达40%）的供应商之一，鹏鼎便是由鸿海子公司间接控股。</p>\n<p><img src=\"https://static.tigerbbs.com/ce4ba8b7a30974c91a1887558e6cf45a\" tg-width=\"869\" tg-height=\"461\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>富士康既充当着采购者的角色，同时又是控股方，从材料到元器件等多个环节，都可以排摸到其子公司的身影。</p>\n<p>有了这样一层关系，即便是在毛利较高的环节，富士康也有降低报价的资本，控制了采购成本的同时还能从产业链上“淘金”。</p>\n<p>长期的积累之下，富士康构建起自己的供应链。根据美国资管公司普信集团（T.Rowe Price）的估算，富士康自有零件在其出厂金额中所占的比例超过30%，而另一家电子代工大厂新加坡伟<a href=\"https://laohu8.com/S/LTRX\">创力</a>的该比例约为10-15%。</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小米在“富士康化”？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小米在“富士康化”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-05 10:47 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021090420492879ec3ab1&s=b><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小米自诞生以来便一直强调其极致的性价比，雷军曾表示小米硬件综合利润率不超过5%，但小米生态链公司的毛利却不低。\n主要是受益于代工模式，公司本身不承担制造生产成本，通过挤压代工厂利润来实现增值，与此同时小米也赚取了分成。\n长期以来，代工龙头富士康便是通过控股方式，向产业链上游延伸，构建盈利长城。\n01\n小米低毛利是个噱头？\n小米自诞生以来便一贯强调其极致的性价比，雷军曾喊话，小米硬件综合利润率不超过...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021090420492879ec3ab1&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ae37174cdd7bc25d06393d5c9ab63a5e","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021090420492879ec3ab1&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"2164680809","content_text":"小米自诞生以来便一直强调其极致的性价比，雷军曾表示小米硬件综合利润率不超过5%，但小米生态链公司的毛利却不低。\n主要是受益于代工模式，公司本身不承担制造生产成本，通过挤压代工厂利润来实现增值，与此同时小米也赚取了分成。\n长期以来，代工龙头富士康便是通过控股方式，向产业链上游延伸，构建盈利长城。\n01\n小米低毛利是个噱头？\n小米自诞生以来便一贯强调其极致的性价比，雷军曾喊话，小米硬件综合利润率不超过5%，如有超出部分，将超出部分全部返还给用户。\n根据小米2020年财报显示，其智能手机的毛利率为8.7%，再扣除各项费用，硬件确实不赚钱。\n不仅仅是小米自己，小米生态链公司销售的米家产品的毛利率同样也不高，这主要是由合作模式决定的。\n小米生态链公司与小米的合作以成本价采购/利润分成模式为主，在该模式下，公司按照成本价格将小米定制产品销售给小米，产品在小米的各种渠道最终实现对外销售，小米再将其产生的利润按照双方约定的比例分成。\n石头科技在其招股说明书中罗列了小米生态链模式公司的毛利率，石头科技旗下米家产品的毛利率为13.58%，另一家九号智能生产的电动滑板车的毛利率为15.39%。\n\n不过近年来随着小米生态链公司相继上市，公司也在逐步寻求“去小米化”，以提升自身盈利能力。\n石头科技最新公布的半年报显示，上半年公司实现营收23.48亿元，较上年同期增长32.19%；净利润6.51亿元，较上年同期增长41.57%，销售毛利率为50.74%。\n针对业绩增长，公司给出的原因系公司逐步拓展自有品牌销售渠道，毛利较高的自有品牌产品销售额占比由86.25%提升至98.23%，同时海外业务持续扩张也使得盈利能力得到提升。\n图：石头科技销售毛利率和销售净利率\n\n数据来源：wind\n02\n毛利背后的秘密\n一方面毛利更高的自有品牌开始搭台唱戏，另一方面也得益于石头科技给自己找了两家代工厂。\n根据石头科技上市招股说明书，石头科技的产品全部采用委托加工方式进行生产，自己并无自建生产基地，2018年之前石头科技的主要代工厂为欣旺达，2018年石头科技引入东莞长城担任第二家代工厂商，但欣旺达的占比仍接近90%。\n值得一提的是，欣旺达也同样是小米手机的供应商。\n\n数据来源：石头科技招股说明书\n在石头科技的成本构成中原材料和委外加工费是大头，其本身并不承担制造生产成本，石头科技只需要做好设计和研发工作，大部分的辛苦活都交给了代工厂。\n依据微笑曲线理论，生产环节是毛利率洼地，事实也确实如此。成功将制造生产环节外包出去的石头科技的毛利率能达到50%，而欣旺达的毛利率就只有16.64%了。\n\n数据来源：石头科技招股说明书\n另根据公司股权结构，天津金米和Shunwei两家公司均是雷军的“小米系”，也就是说石头科技通过分包赚得钱小米也都是有份的。\n\n无独有偶，在另一家小米生态链公司九号智能的供应商列表中也有欣旺达的身影。\n九号智能在其招股说明书中披露，公司的产品生产主要采用自主生产和代工生产并行的模式，其中代工生产主要由欣旺达等代工厂进行，2019年代工厂生产的产品数量占比为49.75%，其中欣旺达的占比为81.13%。\n\n或许由于九号智能仍承担着一半的生产任务，其毛利率水平并没有石头科技那么瞩目，近五年的毛利率基本稳定在25%上下，不过还是要高出其代工厂约10个百分点。\n图：九号公司销售毛利率和销售净利率\n\n数据来源：wind\n上述两家小米生态链公司的经营情况揭示了小米极致性价比背后的玄机，虽然自己的硬件不挣钱，但可以通过挤压代工厂的利润来实现增值，在这一点上小米的互联网模式践行得很到位，找到供应商和代工厂合作，自己充当渠道角色从中赚取分成。\n也正因为要守住产业链的利润回流，小米对于生态链公司的供应商保留了一定的决定权。前述两家公司的招股说明书中均提到，在现有合作模式下，按约定公司在更换产品关键零部件及组装供应商时，需提前告知小米。\n03\n富士康模式？\n事实上，层层代工模式并非小米独有，代工厂鼻祖富士康早就开始在供应链环节下功夫了。\n作为全球电子产业的代工龙头，富士康的营收可以说是巨无霸级别的，2020年鸿海实现营收1.2万亿元，但其毛利率常年维持在6%左右。\n图：鸿海毛利率和净利率\n\n数据来源：wind\n想要在日益激烈的竞争中守住这微薄的利润也不容易，而富士康仰仗的便是强大的成本管控和供应链管理能力。受益于自身的规模优势，富士康向产业链上游延伸，构筑盈利长城。\n以工业富联为例，据其招股说明书显示，公司向关联方采购的PCB、连接器等零组件，以及模具等产品的占比为7.29%。\n其中原材料采购金额最大的PCB（成本占比高达40%）的供应商之一，鹏鼎便是由鸿海子公司间接控股。\n\n富士康既充当着采购者的角色，同时又是控股方，从材料到元器件等多个环节，都可以排摸到其子公司的身影。\n有了这样一层关系，即便是在毛利较高的环节，富士康也有降低报价的资本，控制了采购成本的同时还能从产业链上“淘金”。\n长期的积累之下，富士康构建起自己的供应链。根据美国资管公司普信集团（T.Rowe Price）的估算，富士康自有零件在其出厂金额中所占的比例超过30%，而另一家电子代工大厂新加坡伟创力的该比例约为10-15%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818016566,"gmtCreate":1630365893355,"gmtModify":1676530279710,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/818016566","repostId":"1128135952","repostType":4,"repost":{"id":"1128135952","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":1630364751,"share":"https://www.laohu8.com/m/news/1128135952?lang=&edition=full","pubTime":"2021-08-31 07:05","market":"us","language":"zh","title":"苹果股价创历史新高，市值超2.5万亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1128135952","media":"老虎资讯综合","summary":"8月31日，苹果收涨3.04%，创下今年3月以来最大单日涨幅，报153.12美元刷新历史新高，最新总市值超25000亿美元，达25352亿美元。\n据悉，新的iPhone 13将在9月份发布，其相较于去","content":"<p>8月31日，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>收涨3.04%，创下今年3月以来最大单日涨幅，报153.12美元刷新历史新高，最新总市值超25000亿美元，达25352亿美元。</p>\n<p>据悉，新的iPhone 13将在9月份发布，其相较于去年iPhone 12系列的7500万部产能，iPhone 13今年增加了1500万部（今年年底之前新机产量提高到9000万部），需求增长了20%。<a href=\"https://laohu8.com/S/601162\">天风证券</a>分析师郭明錤最新研报预测，iPhone 13硬件规格可支援低轨道卫星通讯，若苹果开启相关软件功能，则当使用者不在4G/5G覆盖范围内时，也能透过卫星通讯通话与传讯。</p>\n<p><img src=\"https://static.tigerbbs.com/ec225ec6777c2f7866708ae43467f465\" 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>苹果股价创历史新高，市值超2.5万亿美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果股价创历史新高，市值超2.5万亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-31 07:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月31日，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>收涨3.04%，创下今年3月以来最大单日涨幅，报153.12美元刷新历史新高，最新总市值超25000亿美元，达25352亿美元。</p>\n<p>据悉，新的iPhone 13将在9月份发布，其相较于去年iPhone 12系列的7500万部产能，iPhone 13今年增加了1500万部（今年年底之前新机产量提高到9000万部），需求增长了20%。<a href=\"https://laohu8.com/S/601162\">天风证券</a>分析师郭明錤最新研报预测，iPhone 13硬件规格可支援低轨道卫星通讯，若苹果开启相关软件功能，则当使用者不在4G/5G覆盖范围内时，也能透过卫星通讯通话与传讯。</p>\n<p><img src=\"https://static.tigerbbs.com/ec225ec6777c2f7866708ae43467f465\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/40ec3def981bd8ed848cbde61f044f04","relate_stocks":{"AAPL":"苹果"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128135952","content_text":"8月31日，苹果收涨3.04%，创下今年3月以来最大单日涨幅，报153.12美元刷新历史新高，最新总市值超25000亿美元，达25352亿美元。\n据悉，新的iPhone 13将在9月份发布，其相较于去年iPhone 12系列的7500万部产能，iPhone 13今年增加了1500万部（今年年底之前新机产量提高到9000万部），需求增长了20%。天风证券分析师郭明錤最新研报预测，iPhone 13硬件规格可支援低轨道卫星通讯，若苹果开启相关软件功能，则当使用者不在4G/5G覆盖范围内时，也能透过卫星通讯通话与传讯。","news_type":1},"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157705821,"gmtCreate":1625614183063,"gmtModify":1703744790375,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/157705821","repostId":"1181343924","repostType":4,"repost":{"id":"1181343924","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":1625611649,"share":"https://www.laohu8.com/m/news/1181343924?lang=&edition=full","pubTime":"2021-07-07 06:47","market":"us","language":"zh","title":"摩根大通：上调苹果目标价至170美元，维持跑赢大市评级","url":"https://stock-news.laohu8.com/highlight/detail?id=1181343924","media":"老虎资讯综合","summary":"7月7日，摩根大通分析师Samik Chatterjee将苹果的目标价从165美元上调至170美元，并维持对该股的跑赢大市评级。\nChatterjee认为，尽管看好iPhone 12系列的销量前景，但","content":"<p>7月7日，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师Samik Chatterjee将<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的目标价从165美元上调至170美元，并维持对该股的跑赢大市评级。</p>\n<p>Chatterjee认为，尽管看好iPhone 12系列的销量前景，但该股在2021年上半年的表现严重落后于大盘。该分析师表示，iPhone 12系列销量前景光明、产品发布会将刺激该公司股价在7月至9月间迎来历史性表现，加之投资者降低了对iPhone13的销量预期，这意味着该股股价在今年下半年将非常具有吸引力。他预计苹果股价将在下半年表现将“大幅”优于大盘，并且认为现在是重新开始买入该股的时机。</p>\n<p>苹果隔夜收涨1.47%，报142.02美元。</p>\n<p><img src=\"https://static.tigerbbs.com/660fc1ade823da95d226e8cc37a2ea0a\" tg-width=\"840\" tg-height=\"470\"></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>摩根大通：上调苹果目标价至170美元，维持跑赢大市评级</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n摩根大通：上调苹果目标价至170美元，维持跑赢大市评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-07 06:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月7日，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师Samik Chatterjee将<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的目标价从165美元上调至170美元，并维持对该股的跑赢大市评级。</p>\n<p>Chatterjee认为，尽管看好iPhone 12系列的销量前景，但该股在2021年上半年的表现严重落后于大盘。该分析师表示，iPhone 12系列销量前景光明、产品发布会将刺激该公司股价在7月至9月间迎来历史性表现，加之投资者降低了对iPhone13的销量预期，这意味着该股股价在今年下半年将非常具有吸引力。他预计苹果股价将在下半年表现将“大幅”优于大盘，并且认为现在是重新开始买入该股的时机。</p>\n<p>苹果隔夜收涨1.47%，报142.02美元。</p>\n<p><img src=\"https://static.tigerbbs.com/660fc1ade823da95d226e8cc37a2ea0a\" tg-width=\"840\" tg-height=\"470\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/052d0d3a6389985cf72883e9c3047ae4","relate_stocks":{"AAPL":"苹果","09086":"华夏纳指-U","03086":"华夏纳指"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181343924","content_text":"7月7日，摩根大通分析师Samik Chatterjee将苹果的目标价从165美元上调至170美元，并维持对该股的跑赢大市评级。\nChatterjee认为，尽管看好iPhone 12系列的销量前景，但该股在2021年上半年的表现严重落后于大盘。该分析师表示，iPhone 12系列销量前景光明、产品发布会将刺激该公司股价在7月至9月间迎来历史性表现，加之投资者降低了对iPhone13的销量预期，这意味着该股股价在今年下半年将非常具有吸引力。他预计苹果股价将在下半年表现将“大幅”优于大盘，并且认为现在是重新开始买入该股的时机。\n苹果隔夜收涨1.47%，报142.02美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154573093,"gmtCreate":1625536402612,"gmtModify":1703743225768,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/154573093","repostId":"1121493911","repostType":4,"repost":{"id":"1121493911","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":1625526439,"share":"https://www.laohu8.com/m/news/1121493911?lang=&edition=full","pubTime":"2021-07-06 07:07","market":"us","language":"zh","title":"小鹏汽车-W一手中签率10%，认购20手稳中一手","url":"https://stock-news.laohu8.com/highlight/detail?id=1121493911","media":"老虎资讯综合","summary":"7月6日，小鹏汽车-W发布公告，发行8500万股，国际发售与香港公开发售的最终发售价均已确定为每股发售股份165.00港元，全球发售收取所得款项净额约137.81亿港元。每手100股A类普通股，预期A","content":"<p>7月6日，<a href=\"https://laohu8.com/S/09868\">小鹏汽车-W</a>发布公告，发行8500万股，国际发售与香港公开发售的最终发售价均已确定为每股发售股份165.00港元，全球发售收取所得款项净额约137.81亿港元。每手100股A类普通股，预期A类普通股于2021年7月7日上市。</p>\n<p><b>老虎资讯整理相关数据如下：</b></p>\n<p><img src=\"https://static.tigerbbs.com/acbbfe927e3f8c40f3e86f63a83f6bfe\" tg-width=\"1059\" tg-height=\"824\" referrerpolicy=\"no-referrer\"></p>\n<p><b>分配结果：</b></p>\n<p>甲组每手100股，一手中签率10%，认购20手稳中一手。</p>\n<p>乙组头为3万股（300手），获配5400股（54手）。<img src=\"https://static.tigerbbs.com/75f05d3ec9afe898f3ee9751c98bbc17\" tg-width=\"622\" tg-height=\"754\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/b2f6d112ddbcf15a8ce5e053c738ccd1\" tg-width=\"625\" tg-height=\"524\" referrerpolicy=\"no-referrer\"></p>\n<p>根据香港公开发售初步提呈发售的香港发售股份已获超额认购，相当于香港公开发售初步可供认购香港发售股份总数425万股约14.73倍。香港公开发售的发售股份最终数目为425万股发售股份，占全球发售初步可供认购的发售股份总数的5.0%（行使任何超额配股权前），并已分配予香港公开发售的16483名获接纳申请人。</p>\n<p>国际发售初步提呈发售的发售股份已获超额认购，相当于国际发售初步可供认购发售股份总数约8.54倍。国际发售的发售股份最终数目为8075万股发售股份，相当于全球发售初步可供认购发售股份总数的95.0%（行使任何超额配股权前）。</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>小鹏汽车-W一手中签率10%，认购20手稳中一手</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小鹏汽车-W一手中签率10%，认购20手稳中一手\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-06 07:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月6日，<a href=\"https://laohu8.com/S/09868\">小鹏汽车-W</a>发布公告，发行8500万股，国际发售与香港公开发售的最终发售价均已确定为每股发售股份165.00港元，全球发售收取所得款项净额约137.81亿港元。每手100股A类普通股，预期A类普通股于2021年7月7日上市。</p>\n<p><b>老虎资讯整理相关数据如下：</b></p>\n<p><img src=\"https://static.tigerbbs.com/acbbfe927e3f8c40f3e86f63a83f6bfe\" tg-width=\"1059\" tg-height=\"824\" referrerpolicy=\"no-referrer\"></p>\n<p><b>分配结果：</b></p>\n<p>甲组每手100股，一手中签率10%，认购20手稳中一手。</p>\n<p>乙组头为3万股（300手），获配5400股（54手）。<img src=\"https://static.tigerbbs.com/75f05d3ec9afe898f3ee9751c98bbc17\" tg-width=\"622\" tg-height=\"754\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/b2f6d112ddbcf15a8ce5e053c738ccd1\" tg-width=\"625\" tg-height=\"524\" referrerpolicy=\"no-referrer\"></p>\n<p>根据香港公开发售初步提呈发售的香港发售股份已获超额认购，相当于香港公开发售初步可供认购香港发售股份总数425万股约14.73倍。香港公开发售的发售股份最终数目为425万股发售股份，占全球发售初步可供认购的发售股份总数的5.0%（行使任何超额配股权前），并已分配予香港公开发售的16483名获接纳申请人。</p>\n<p>国际发售初步提呈发售的发售股份已获超额认购，相当于国际发售初步可供认购发售股份总数约8.54倍。国际发售的发售股份最终数目为8075万股发售股份，相当于全球发售初步可供认购发售股份总数的95.0%（行使任何超额配股权前）。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a7cf240033f083a329240e6179df017","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121493911","content_text":"7月6日，小鹏汽车-W发布公告，发行8500万股，国际发售与香港公开发售的最终发售价均已确定为每股发售股份165.00港元，全球发售收取所得款项净额约137.81亿港元。每手100股A类普通股，预期A类普通股于2021年7月7日上市。\n老虎资讯整理相关数据如下：\n\n分配结果：\n甲组每手100股，一手中签率10%，认购20手稳中一手。\n乙组头为3万股（300手），获配5400股（54手）。\n根据香港公开发售初步提呈发售的香港发售股份已获超额认购，相当于香港公开发售初步可供认购香港发售股份总数425万股约14.73倍。香港公开发售的发售股份最终数目为425万股发售股份，占全球发售初步可供认购的发售股份总数的5.0%（行使任何超额配股权前），并已分配予香港公开发售的16483名获接纳申请人。\n国际发售初步提呈发售的发售股份已获超额认购，相当于国际发售初步可供认购发售股份总数约8.54倍。国际发售的发售股份最终数目为8075万股发售股份，相当于全球发售初步可供认购发售股份总数的95.0%（行使任何超额配股权前）。","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182182945,"gmtCreate":1623557870887,"gmtModify":1704206137231,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/182182945","repostId":"1176185879","repostType":4,"repost":{"id":"1176185879","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":1623482219,"share":"https://www.laohu8.com/m/news/1176185879?lang=&edition=full","pubTime":"2021-06-12 15:16","market":"us","language":"zh","title":"老虎证券技术副总裁柳锴：技术需始终领先业务半个身位","url":"https://stock-news.laohu8.com/highlight/detail?id=1176185879","media":"老虎资讯综合","summary":"【正在直播】老虎7周年Open Day\n科技如何让投资更美好？6月12日的老虎证券七周年OPEN DAY上，老虎证券技术副总裁柳锴分享了老虎证券作为领先互联网券商的技术发展，并提出券商要实现差异化竞争","content":"<p><a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%2216226253307800%22%7D&amp;feature=Push\" target=\"_blank\"><b>【正在直播】老虎7周年Open Day</b></a></p>\n<p>科技如何让投资更美好？6月12日的老虎证券七周年OPEN DAY上，老虎证券技术副总裁柳锴分享了老虎证券作为领先互联网券商的技术发展，并提出券商要实现差异化竞争，“技术需始终领先业务半个身位”。</p>\n<p><img src=\"https://static.tigerbbs.com/db803d13a1f9a9c334aa331ae8a5a1c9\" tg-width=\"1080\" tg-height=\"1527\" referrerpolicy=\"no-referrer\"></p>\n<p>&nbsp;“从去年美股史诗级熔断、原油破天荒跌破负数到今年散户抱团大战华尔街，剧烈震动的行情对于整个券商行业来说都是挑战，尤其是系统承载能力、稳定性等方面。”柳锴说。</p>\n<p>&nbsp;“是否能应对高并发场景、每个行情请求的响应时长有多少、交易订单的处理速度有多快等因素都与交易体验直接相关。交易用的是真金白银，所以券商技术系统极其重要。”柳锴表示，老虎证券一直以来死磕技术，不断优化自研底层，一方面构建了一整套稳定性保障方案，对极端行情场景提前制定预案，以保障系统的高可用性。另一方面，公司加速推进包括自清算在内的基础建设研发和迭代，提升系统扩展性和清结算能力，今年以来交易容量提升5倍以上。</p>\n<p>&nbsp;在柳锴看来，随着券商竞争进入下半局，是否自主掌握底层技术将是接下来的关键赛点。其在现场透露，老虎证券即将上线期权组合交易功能，进一步满足高阶期权玩家多样化交易需求。</p>\n<p>&nbsp;“互联网券商是金融和技术的深度融合。和所有行业一样，互联网券商技术研发的前提是对用户痛点和需求有深刻的理解。”柳锴表示，在深挖用户需求的基础上，产研团队还需精准把握未来投资趋势和技术发展模式，“老虎证券未来要做到系统更稳、交易速度更快、支持交易类型更多、用户体验更好以及用户交易成本更低。”</p>\n<p>&nbsp;谈及如何从技术侧加速国际化布局，柳锴透露老虎证券目前正在大力推进中台建设。通过建立集中统一的数据中台、技术中台和增长中台，不同市场可将技术和商业化经验快速共享、复制及验证，提高产研和本地化运营效率。</p>\n<p>&nbsp;“老虎证券正在国际化、全球化。随着版图的扩大，竞争自然也会多一些，但我们相信老虎证券有很强的技术能力和用户场景把控能力，未来我们也会不遗余力地持续夯实研发基础，继续走在行业前端。”柳锴说。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>老虎证券技术副总裁柳锴：技术需始终领先业务半个身位</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n老虎证券技术副总裁柳锴：技术需始终领先业务半个身位\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-12 15:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%2216226253307800%22%7D&amp;feature=Push\" target=\"_blank\"><b>【正在直播】老虎7周年Open Day</b></a></p>\n<p>科技如何让投资更美好？6月12日的老虎证券七周年OPEN DAY上，老虎证券技术副总裁柳锴分享了老虎证券作为领先互联网券商的技术发展，并提出券商要实现差异化竞争，“技术需始终领先业务半个身位”。</p>\n<p><img src=\"https://static.tigerbbs.com/db803d13a1f9a9c334aa331ae8a5a1c9\" tg-width=\"1080\" tg-height=\"1527\" referrerpolicy=\"no-referrer\"></p>\n<p>&nbsp;“从去年美股史诗级熔断、原油破天荒跌破负数到今年散户抱团大战华尔街，剧烈震动的行情对于整个券商行业来说都是挑战，尤其是系统承载能力、稳定性等方面。”柳锴说。</p>\n<p>&nbsp;“是否能应对高并发场景、每个行情请求的响应时长有多少、交易订单的处理速度有多快等因素都与交易体验直接相关。交易用的是真金白银，所以券商技术系统极其重要。”柳锴表示，老虎证券一直以来死磕技术，不断优化自研底层，一方面构建了一整套稳定性保障方案，对极端行情场景提前制定预案，以保障系统的高可用性。另一方面，公司加速推进包括自清算在内的基础建设研发和迭代，提升系统扩展性和清结算能力，今年以来交易容量提升5倍以上。</p>\n<p>&nbsp;在柳锴看来，随着券商竞争进入下半局，是否自主掌握底层技术将是接下来的关键赛点。其在现场透露，老虎证券即将上线期权组合交易功能，进一步满足高阶期权玩家多样化交易需求。</p>\n<p>&nbsp;“互联网券商是金融和技术的深度融合。和所有行业一样，互联网券商技术研发的前提是对用户痛点和需求有深刻的理解。”柳锴表示，在深挖用户需求的基础上，产研团队还需精准把握未来投资趋势和技术发展模式，“老虎证券未来要做到系统更稳、交易速度更快、支持交易类型更多、用户体验更好以及用户交易成本更低。”</p>\n<p>&nbsp;谈及如何从技术侧加速国际化布局，柳锴透露老虎证券目前正在大力推进中台建设。通过建立集中统一的数据中台、技术中台和增长中台，不同市场可将技术和商业化经验快速共享、复制及验证，提高产研和本地化运营效率。</p>\n<p>&nbsp;“老虎证券正在国际化、全球化。随着版图的扩大，竞争自然也会多一些，但我们相信老虎证券有很强的技术能力和用户场景把控能力，未来我们也会不遗余力地持续夯实研发基础，继续走在行业前端。”柳锴说。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/44d6afe93fb11279b2ba9ac83bf62c23","relate_stocks":{"TIGR":"老虎证券"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176185879","content_text":"【正在直播】老虎7周年Open Day\n科技如何让投资更美好？6月12日的老虎证券七周年OPEN DAY上，老虎证券技术副总裁柳锴分享了老虎证券作为领先互联网券商的技术发展，并提出券商要实现差异化竞争，“技术需始终领先业务半个身位”。\n\n “从去年美股史诗级熔断、原油破天荒跌破负数到今年散户抱团大战华尔街，剧烈震动的行情对于整个券商行业来说都是挑战，尤其是系统承载能力、稳定性等方面。”柳锴说。\n “是否能应对高并发场景、每个行情请求的响应时长有多少、交易订单的处理速度有多快等因素都与交易体验直接相关。交易用的是真金白银，所以券商技术系统极其重要。”柳锴表示，老虎证券一直以来死磕技术，不断优化自研底层，一方面构建了一整套稳定性保障方案，对极端行情场景提前制定预案，以保障系统的高可用性。另一方面，公司加速推进包括自清算在内的基础建设研发和迭代，提升系统扩展性和清结算能力，今年以来交易容量提升5倍以上。\n 在柳锴看来，随着券商竞争进入下半局，是否自主掌握底层技术将是接下来的关键赛点。其在现场透露，老虎证券即将上线期权组合交易功能，进一步满足高阶期权玩家多样化交易需求。\n “互联网券商是金融和技术的深度融合。和所有行业一样，互联网券商技术研发的前提是对用户痛点和需求有深刻的理解。”柳锴表示，在深挖用户需求的基础上，产研团队还需精准把握未来投资趋势和技术发展模式，“老虎证券未来要做到系统更稳、交易速度更快、支持交易类型更多、用户体验更好以及用户交易成本更低。”\n 谈及如何从技术侧加速国际化布局，柳锴透露老虎证券目前正在大力推进中台建设。通过建立集中统一的数据中台、技术中台和增长中台，不同市场可将技术和商业化经验快速共享、复制及验证，提高产研和本地化运营效率。\n “老虎证券正在国际化、全球化。随着版图的扩大，竞争自然也会多一些，但我们相信老虎证券有很强的技术能力和用户场景把控能力，未来我们也会不遗余力地持续夯实研发基础，继续走在行业前端。”柳锴说。","news_type":1},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}