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2021-09-18

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2021-09-17

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2021-09-12

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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

2021-09-09

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昨夜今晨：褐皮书揭示美国经济困境！三大股指收跌

2021-09-08

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盘前异动：中概股成“吸金兽”！B站、拼多多等明星股爆发

2021-09-06

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@Fei2:Yes

2021-09-05

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小米在“富士康化”？

2021-09-03

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外媒：苹果计划在2024年推出“苹果汽车”

2021-09-02

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热门中概股盘中集体拉升，拼多多涨近9%

2021-08-31

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苹果股价创历史新高，市值超2.5万亿美元

2021-08-30

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2021-08-28

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iPhone 13注定便宜不了，台积电已提前背锅

2021-08-27

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外媒头条：美联储两名主要鹰派呼吁尽早启动减码

2021-08-25

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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

2021-08-20

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【直播】特斯拉AI日，市场热盼一众黑科技登场

2021-08-15

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2021-08-10

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AMC院线Q2营收4.45亿美元超预期，盘后一度涨逾9%

2021-07-26

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比特币两小时涨9%，逼近40000关口

2021-07-16

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2021-07-14

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京东追赶云计算：推混合云操作系统，解决多云需求

Go to Tiger App to see more news

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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":408,"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,"authorIdStr":"3576276306027110","idStr":"3576276306027110"},"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://ttm.financial/m/news/1140686239?lang=&edition=fundamental","pubTime":"2021-09-09 07:56","market":"us","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 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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":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"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":727,"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,"authorIdStr":"3576276306027110","idStr":"3576276306027110"},"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://ttm.financial/m/news/1160286543?lang=&edition=fundamental","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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}\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":{"JD":"京东","BEKE":"贝壳","QNETCN":"纳斯达克中美互联网老虎指数","BILI":"哔哩哔哩","TTTN":"老虎中美互联网巨头ETF","09626":"哔哩哔哩-W","NCTY":"第九城市"},"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":753,"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,"authorIdStr":"3576276306027110","idStr":"3576276306027110"},"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":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564205595315610","idStr":"3564205595315610"},"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","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":433,"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,"authorIdStr":"3576276306027110","idStr":"3576276306027110"},"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://ttm.financial/m/news/2164680809?lang=&edition=fundamental","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":417,"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,"authorIdStr":"3576276306027110","idStr":"3576276306027110"},"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://ttm.financial/m/news/1138015825?lang=&edition=fundamental","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":344,"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,"authorIdStr":"3576276306027110","idStr":"3576276306027110"},"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://ttm.financial/m/news/1170877267?lang=&edition=fundamental","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":{"QNETCN":"纳斯达克中美互联网老虎指数","PDD":"拼多多"},"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":533,"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,"authorIdStr":"3576276306027110","idStr":"3576276306027110"},"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://ttm.financial/m/news/1128135952?lang=&edition=fundamental","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":421,"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,"authorIdStr":"3576276306027110","idStr":"3576276306027110"},"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":94,"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,"authorIdStr":"3576276306027110","idStr":"3576276306027110"},"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,"repost":{"id":"2162073849","weMediaInfo":{"introduction":"վ'ᴗ' ի 追踪AI行业和技术动态，这里更快一步！关注我们，回复“今天”，更多大新闻等你来发现","home_visible":1,"media_name":"量子位","id":"1099700113","head_image":"https://static.tigerbbs.com/85c2c404af2f47a0ba492a15caf7cb80"},"pubTimestamp":1630114454,"share":"https://ttm.financial/m/news/2162073849?lang=&edition=fundamental","pubTime":"2021-08-28 09:34","market":"uk","language":"zh","title":"iPhone 13注定便宜不了，台积电已提前背锅","url":"https://stock-news.laohu8.com/highlight/detail?id=2162073849","media":"量子位","summary":"梦晨 发自 凹非寺量子位 报道 | 公众号 QbitAIiPhone13马上就要发售之际，台积电突然宣布芯片涨价。最新消息，台积电计划将7nm及以下先进制程芯片涨价10%，成熟制程芯片涨价20%。目前，苹果是台积电最大的客户之一，iPhone系列所用的芯片正是由台积电代工生产。不少外媒预测，将在9月发布的iPhone13系列价格可能随之上涨。台积电二季度公布的净销售额为133亿美元，净利润48亿美元，净利润率达36%。但预计第三季度情况进一步恶化，影响恐怕会蔓延至iPhone生产线。","content":"<p>iPhone13马上就要发售之际，<a href=\"https://laohu8.com/S/TSM\">台积电</a>突然宣布<b>芯片涨价</b>。</p>\n<p>最新消息，<a href=\"https://laohu8.com/S/TSM\">台积电</a>计划将7nm及以下先进制程芯片涨价<b>10%</b>，成熟制程芯片涨价<b>20%</b>。</p>\n<p>对于已经接到通知的客户，涨价<b>立即生效</b>。</p>\n<p>消息一出，关于即将要到来的新款iPhone价格猜测也甚嚣尘上。</p>\n<p>目前，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>是台积电最大的客户之一，iPhone系列所用的芯片正是由台积电代工生产。</p>\n<p>不少外媒预测，将在9月发布的iPhone13系列价格可能随之上涨。<img src=\"https://static.tigerbbs.com/e6b0dc4b3c6f4baea547cf0984b8caaf\" tg-width=\"800\" tg-height=\"450\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/AAPL\">苹果</a>和台积电发言人都没有就此事发表评论。</p>\n<h2>台积电为什么涨价？</h2>\n<p>在8月初，台积电就宣布80nm制程的LCD驱动芯片将涨价20%，这一次更是各产品线价格全面上涨。</p>\n<p>据华尔街日报分析，台积电涨价的原因有双重目的。</p>\n<p><b>短期来看</b>，全球芯片短缺的背景下，价格上涨会压低需求，防止有客户超额预定。</p>\n<p>从而为真正需要芯片、别无选择的客户保留供应量。</p>\n<p><b>长期来看</b>，涨价提高收入可以帮助台积电投建新的产能。</p>\n<p>台积电二季度公布的净销售额为133亿美元，净利润48亿美元，净利润率达36%。</p>\n<p>但要投入的更多。</p>\n<p>台积电将在未来3年投入1000亿美元用于新建工厂和研发，是过去3年投入的两倍之多。</p>\n<p>已经确定的有南京28nm晶圆厂扩产，在美国亚利桑那州投资120亿建厂，以及在日本熊本县开设日本首家芯片工厂。</p>\n<p>除了成熟的产线，台积电3nm制程也将于明年下半年进入量产，2nm制程会在2024年后量产，这种先进制程的投资金额和研发难度都会呈指数级上升。</p>\n<h2>苹果怎么说？</h2>\n<p>7月底时苹果CEO库克称，此前芯片短缺问题严重性低于预期，主要影响到了Mac与iPad的生产，导致上季营收减少了30亿-40亿美元。</p>\n<p>但预计第三季度情况进一步恶化，影响恐怕会蔓延至iPhone生产线。</p>\n<p>不管怎么说，按苹果的传统会在9月份召开发布会。<img src=\"https://static.tigerbbs.com/6d30e6a35a9d40799d177fb3c4255e3a\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\">最新传言是9月14日开发布会，9月17日开始接受预定，9月24日发货。</p>\n<p>时间也很近了，到底涨不涨价马上就会揭晓。</p>\n<p>参考链接：[1]https://www.wsj.com/articles/worlds-largest-chip-maker-to-raise-prices-threatening-costlier-electronics-11629978308?mod=djemalertNEWS[2]https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-hikes-chip-prices-up-to-20-amid-supply-shortage[3]https://www.tomsguide.com/news/iphone-13-release-date-tipped-for-september-17-according-to-new-report</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>iPhone 13注定便宜不了，台积电已提前背锅</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\">\niPhone 13注定便宜不了，台积电已提前背锅\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1099700113\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/85c2c404af2f47a0ba492a15caf7cb80);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">量子位 </p>\n<p class=\"h-time\">2021-08-28 09:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>iPhone13马上就要发售之际，<a href=\"https://laohu8.com/S/TSM\">台积电</a>突然宣布<b>芯片涨价</b>。</p>\n<p>最新消息，<a href=\"https://laohu8.com/S/TSM\">台积电</a>计划将7nm及以下先进制程芯片涨价<b>10%</b>，成熟制程芯片涨价<b>20%</b>。</p>\n<p>对于已经接到通知的客户，涨价<b>立即生效</b>。</p>\n<p>消息一出，关于即将要到来的新款iPhone价格猜测也甚嚣尘上。</p>\n<p>目前，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>是台积电最大的客户之一，iPhone系列所用的芯片正是由台积电代工生产。</p>\n<p>不少外媒预测，将在9月发布的iPhone13系列价格可能随之上涨。<img src=\"https://static.tigerbbs.com/e6b0dc4b3c6f4baea547cf0984b8caaf\" tg-width=\"800\" tg-height=\"450\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/AAPL\">苹果</a>和台积电发言人都没有就此事发表评论。</p>\n<h2>台积电为什么涨价？</h2>\n<p>在8月初，台积电就宣布80nm制程的LCD驱动芯片将涨价20%，这一次更是各产品线价格全面上涨。</p>\n<p>据华尔街日报分析，台积电涨价的原因有双重目的。</p>\n<p><b>短期来看</b>，全球芯片短缺的背景下，价格上涨会压低需求，防止有客户超额预定。</p>\n<p>从而为真正需要芯片、别无选择的客户保留供应量。</p>\n<p><b>长期来看</b>，涨价提高收入可以帮助台积电投建新的产能。</p>\n<p>台积电二季度公布的净销售额为133亿美元，净利润48亿美元，净利润率达36%。</p>\n<p>但要投入的更多。</p>\n<p>台积电将在未来3年投入1000亿美元用于新建工厂和研发，是过去3年投入的两倍之多。</p>\n<p>已经确定的有南京28nm晶圆厂扩产，在美国亚利桑那州投资120亿建厂，以及在日本熊本县开设日本首家芯片工厂。</p>\n<p>除了成熟的产线，台积电3nm制程也将于明年下半年进入量产，2nm制程会在2024年后量产，这种先进制程的投资金额和研发难度都会呈指数级上升。</p>\n<h2>苹果怎么说？</h2>\n<p>7月底时苹果CEO库克称，此前芯片短缺问题严重性低于预期，主要影响到了Mac与iPad的生产，导致上季营收减少了30亿-40亿美元。</p>\n<p>但预计第三季度情况进一步恶化，影响恐怕会蔓延至iPhone生产线。</p>\n<p>不管怎么说，按苹果的传统会在9月份召开发布会。<img src=\"https://static.tigerbbs.com/6d30e6a35a9d40799d177fb3c4255e3a\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\">最新传言是9月14日开发布会，9月17日开始接受预定，9月24日发货。</p>\n<p>时间也很近了，到底涨不涨价马上就会揭晓。</p>\n<p>参考链接：[1]https://www.wsj.com/articles/worlds-largest-chip-maker-to-raise-prices-threatening-costlier-electronics-11629978308?mod=djemalertNEWS[2]https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-hikes-chip-prices-up-to-20-amid-supply-shortage[3]https://www.tomsguide.com/news/iphone-13-release-date-tipped-for-september-17-according-to-new-report</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6d30e6a35a9d40799d177fb3c4255e3a","relate_stocks":{"TSM":"台积电","AAPL":"苹果","EWT":"台湾ETF-iShares MSCI","03145":"华夏亚洲高息股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162073849","content_text":"iPhone13马上就要发售之际，台积电突然宣布芯片涨价。\n最新消息，台积电计划将7nm及以下先进制程芯片涨价10%，成熟制程芯片涨价20%。\n对于已经接到通知的客户，涨价立即生效。\n消息一出，关于即将要到来的新款iPhone价格猜测也甚嚣尘上。\n目前，苹果是台积电最大的客户之一，iPhone系列所用的芯片正是由台积电代工生产。\n不少外媒预测，将在9月发布的iPhone13系列价格可能随之上涨。苹果和台积电发言人都没有就此事发表评论。\n台积电为什么涨价？\n在8月初，台积电就宣布80nm制程的LCD驱动芯片将涨价20%，这一次更是各产品线价格全面上涨。\n据华尔街日报分析，台积电涨价的原因有双重目的。\n短期来看，全球芯片短缺的背景下，价格上涨会压低需求，防止有客户超额预定。\n从而为真正需要芯片、别无选择的客户保留供应量。\n长期来看，涨价提高收入可以帮助台积电投建新的产能。\n台积电二季度公布的净销售额为133亿美元，净利润48亿美元，净利润率达36%。\n但要投入的更多。\n台积电将在未来3年投入1000亿美元用于新建工厂和研发，是过去3年投入的两倍之多。\n已经确定的有南京28nm晶圆厂扩产，在美国亚利桑那州投资120亿建厂，以及在日本熊本县开设日本首家芯片工厂。\n除了成熟的产线，台积电3nm制程也将于明年下半年进入量产，2nm制程会在2024年后量产，这种先进制程的投资金额和研发难度都会呈指数级上升。\n苹果怎么说？\n7月底时苹果CEO库克称，此前芯片短缺问题严重性低于预期，主要影响到了Mac与iPad的生产，导致上季营收减少了30亿-40亿美元。\n但预计第三季度情况进一步恶化，影响恐怕会蔓延至iPhone生产线。\n不管怎么说，按苹果的传统会在9月份召开发布会。最新传言是9月14日开发布会，9月17日开始接受预定，9月24日发货。\n时间也很近了，到底涨不涨价马上就会揭晓。\n参考链接：[1]https://www.wsj.com/articles/worlds-largest-chip-maker-to-raise-prices-threatening-costlier-electronics-11629978308?mod=djemalertNEWS[2]https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-hikes-chip-prices-up-to-20-amid-supply-shortage[3]https://www.tomsguide.com/news/iphone-13-release-date-tipped-for-september-17-according-to-new-report","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"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,"authorIdStr":"3576276306027110","idStr":"3576276306027110"},"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,"repost":{"id":"2162161090","pubTimestamp":1630013709,"share":"https://ttm.financial/m/news/2162161090?lang=&edition=fundamental","pubTime":"2021-08-27 05:35","market":"hk","language":"zh","title":"外媒头条：美联储两名主要鹰派呼吁尽早启动减码","url":"https://stock-news.laohu8.com/highlight/detail?id=2162161090","media":"新浪财经","summary":"　　在美联储一年一度的杰克逊霍尔研讨会召开前夕，两位美联储主要鹰派成员敦促决策者迅速采取行动放慢资产购买步伐，尽管德尔塔毒株相关疫情带来了风险。　　圣路易斯联储行长James Bullard在周四接受采访时呼应了这一观点，称德尔塔毒株带来的影响可能正在触顶。　　美联储主席鲍威尔将于周五在杰克逊霍尔央行年会上发表讲话。市场密切关注其是否会透露美联储何时开始削减资产购买。","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、尽管德尔塔疫情风险当头 美联储两名主要鹰派呼吁尽早启动减码　　</b>\n</blockquote>\n<blockquote>\n <b>2、<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>全球固收首席投资官：美股创新高是合理的 联储收紧政策为时已晚　　</b>\n</blockquote>\n<blockquote>\n <b>3、尽管标普500指数8月迭创新高 投资者却纷纷增加防御性对冲　　</b>\n</blockquote>\n<blockquote>\n <b>4、美国第二季度GDP增速略微上修至6.6% 以反映更强劲的商业投资和出口　　</b>\n</blockquote>\n<blockquote>\n <b>5、iPhone 13发布在即 富士康9月底前要再招聘20万工人　　</b>\n</blockquote>\n<blockquote>\n <b>6、福布斯宣布与SPAC合并 年底在纽交所上市</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/468ade21e1d0ac9bd89072409d9cf706\" tg-width=\"500\" tg-height=\"301\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><b>尽管德尔塔疫情风险当头 美联储两名主要鹰派呼吁尽早启动减码</b></p>\n<p>在美联储一年一度的杰克逊霍尔研讨会召开前夕，两位美联储主要鹰派成员敦促决策者迅速采取行动放慢资产购买步伐，尽管德尔塔毒株相关疫情带来了风险。</p>\n<p>堪萨斯城联储行长Esther George周三晚间接受采访时称：“我认为这没有改变我本人的考量，也就是说鉴于我们迄今所看到的进展，现在是时候开始进行这些调整了。”</p>\n<p>“我认为重要的是启动起来，我愿意听到关于购债速度相关的条件和何时结束等问题的辩论，”George说道。“但我对推迟这个决定兴趣不大。”</p>\n<p>圣路易斯联储行长James Bullard在周四接受采访时呼应了这一观点，称德尔塔毒株带来的影响可能正在触顶。</p>\n<p>“一些华尔街人士似乎认为德尔塔方面的数字正在翻转，”Bullard说。“我不知道我们是否可以这么讲，但它会在某个时候触顶的。此处主要信息是经济已学会适应疫情。”<img src=\"https://static.tigerbbs.com/c57f0e6ec780d78d448b2f1baa71e4f2\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><b>贝莱德全球固收首席投资官：美股创新高是合理的 联储收紧政策为时已晚</b></p>\n<p>贝莱德全球固定收益首席投资官Rick Rieder周四表示，主要企业的强劲收益和现金流意味着美股应该能够维持创纪录的高位。</p>\n<p>Rieder表示，在经历了过去一年半的戏剧性上涨之后，他并不担心股市的水平。</p>\n<p>“实际上，我认为股市根本不高。我的意思是，看看一些企业，自由现金流收益率非常高，”他说。</p>\n<p>美联储主席鲍威尔将于周五在杰克逊霍尔央行年会上发表讲话。市场密切关注其是否会透露美联储何时开始削减资产购买。Rieder表示，他认为美联储收紧货币政策为时已晚，应努力加快加息的步伐。目前许多投资者认为加息将在2023年发生。<img src=\"https://static.tigerbbs.com/069ecbef23aa1baa9466e6f286b2afb0\" tg-width=\"550\" tg-height=\"279\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><b>尽管标普500指数8月迭创新高 投资者却纷纷增加防御性对冲</b></p>\n<p>标普500指数在8月份已经有10天收盘创出纪录新高，但策略师们对于后市走势展望则产生分歧。难怪一些投资者正在增加防御性对冲。</p>\n<p>看看股票期权就明白了。标普500指数三个月看跌期权相对看涨期权的成本自6月底以来就一直在上升，并且已经高于五年平均水平。</p>\n<p>美国小盘股--通常与经济周期更为密切相关--相对于大盘股势将迎来自2011年以来的最长跑输局面。</p>\n<p>这些迹象表明，随着德尔塔毒株蔓延，并且美联储决策者在杰克逊霍尔研讨会上讨论减码，追捧风险资产的投资者正在增加防御性对冲。</p>\n<p>东方汇理高级多资产策略师Francesco Sandrini接受采访时表示，“我们继续致力于风险资产，但对冲措施已经到位，因为虽然宏观经济状况仍然具有韧性，但一些问题可能会阻碍非常高的估值。我们认为这种环境非常脆弱。毫无疑问，货币环境正在影响经济增长。”<img src=\"https://static.tigerbbs.com/21f663b0dadadb9716be707721ec594d\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><b>美国第二季度GDP增速略微上修至6.6% 以反映更强劲的商业投资和出口</b></p>\n<p>美国第二季度经济增速略微上修，反映商业投资和出口比初步估计更为强劲。</p>\n<p>美国商务部周四公布的数据显示，第二季度经通胀调整的国内生产总值（GDP）折合年率增长6.6%，初值为增长6.5%。消费者支出增长11.9%。</p>\n<p>媒体调查预估中值为上修至增长6.7%。</p>\n<p>该报告还包括第二季度企业利润情况。税前企业利润折合年率环比增长9.2%，同比增长43.4%。</p>\n<p>虽然该数据显示上半年临近尾声时经济保持了强劲增长，但供应和劳动力制约因素仍构成经济阻力。最近数据显示零售销售和住宅建设放缓，而德尔塔毒株造成疫情迅速扩散，使需求前景面临更多不确定性。<img src=\"https://static.tigerbbs.com/a988cc4a5dfcaf87b93258e4d69489ef\" tg-width=\"630\" tg-height=\"374\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><b>iPhone 13发布在即 富士康9月底前要再招聘20万工人</b></p>\n<p>据报道，由于iPhone 13发布在即，富士康郑州工厂副总经理王雪日前表示，在9月底之前，富士康需要额外招聘20万工人才能满足生产需求。</p>\n<p>王雪在接受采访时称，获得更多人力，一直是富士康郑州工厂的“最大瓶颈”。该工厂可容纳多达35万名组装工人，每天可生产高达50万部智能手机。</p>\n<p>通常，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>在每年的9月份举行秋季新品发布会，发布新一代iPhone手机。上周，投资银行Wedbush Securities预计，今年苹果将于9月的第三周发布iPhone 13。</p>\n<p>为此，富士康在9月底之前还需要额外20万名工人。王雪表示，以目前的招聘速度，他有信心完成人员配备目标。除了引入了新的快速招聘机制，富士康的招聘计划还得到了地方政府的支持。此外，富士康还在现场进行新冠肺炎病毒检测，以确保人身安全。<img src=\"https://static.tigerbbs.com/3b15f35c04e32d92f229a7cd25e17add\" tg-width=\"550\" tg-height=\"368\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><b>福布斯宣布与SPAC合并 年底在纽交所上市</b></p>\n<p>历史悠久的美国商业新闻和信息出版商福布斯传媒（Forbes Global Media Holdings）今日宣布，计划通过与一家“特殊目的收购公司”（SPAC）合并的方式上市。</p>\n<p>福布斯称，将与Magnum Opus公司合并。扣除税收优惠后，这笔交易为公司价值约6.3亿美元（企业价值）。该交易预计于今年第四季度末或明年第一季度初完成。</p>\n<p>交易完成后，福布斯将在纽约证券交易所交易，股票代码为“FRBS”。公司现有的管理团队将留任，包括CEO迈克·费德勒（Mike Federle）。福布斯称，合并后的新公司将在晚些时候宣布新的董事会成员。</p>","source":"highlight_sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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}\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外媒头条：美联储两名主要鹰派呼吁尽早启动减码\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-27 05:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-08-27/doc-ikqciyzm3843601.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、尽管德尔塔疫情风险当头 美联储两名主要鹰派呼吁尽早启动减码　　\n\n\n2、贝莱德全球固收首席投资官：美股创新高是合理的 联储收紧政策为时已晚　　\n\n\n3、尽管标普500指数8月迭创新高 投资者却纷纷增加防御性对冲　　\n\n\n4、美国第二季度GDP增速略微上修至6.6% 以反映更强劲的商业投资和出口　　\n\n\n5、iPhone 13发布在即 富士康9...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-08-27/doc-ikqciyzm3843601.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/21f663b0dadadb9716be707721ec594d","relate_stocks":{"161125":"标普500","513500":"标普500ETF","OEX":"标普100","UPRO":"三倍做多标普500ETF","DXD":"道指两倍做空ETF","DJX":"1/100道琼斯","QID":"纳指两倍做空ETF","SQQQ":"纳指三倍做空ETF","SSO":"两倍做多标普500ETF"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-08-27/doc-ikqciyzm3843601.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2162161090","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、尽管德尔塔疫情风险当头 美联储两名主要鹰派呼吁尽早启动减码　　\n\n\n2、贝莱德全球固收首席投资官：美股创新高是合理的 联储收紧政策为时已晚　　\n\n\n3、尽管标普500指数8月迭创新高 投资者却纷纷增加防御性对冲　　\n\n\n4、美国第二季度GDP增速略微上修至6.6% 以反映更强劲的商业投资和出口　　\n\n\n5、iPhone 13发布在即 富士康9月底前要再招聘20万工人　　\n\n\n6、福布斯宣布与SPAC合并 年底在纽交所上市\n\n尽管德尔塔疫情风险当头 美联储两名主要鹰派呼吁尽早启动减码\n在美联储一年一度的杰克逊霍尔研讨会召开前夕，两位美联储主要鹰派成员敦促决策者迅速采取行动放慢资产购买步伐，尽管德尔塔毒株相关疫情带来了风险。\n堪萨斯城联储行长Esther George周三晚间接受采访时称：“我认为这没有改变我本人的考量，也就是说鉴于我们迄今所看到的进展，现在是时候开始进行这些调整了。”\n“我认为重要的是启动起来，我愿意听到关于购债速度相关的条件和何时结束等问题的辩论，”George说道。“但我对推迟这个决定兴趣不大。”\n圣路易斯联储行长James Bullard在周四接受采访时呼应了这一观点，称德尔塔毒株带来的影响可能正在触顶。\n“一些华尔街人士似乎认为德尔塔方面的数字正在翻转，”Bullard说。“我不知道我们是否可以这么讲，但它会在某个时候触顶的。此处主要信息是经济已学会适应疫情。”贝莱德全球固收首席投资官：美股创新高是合理的 联储收紧政策为时已晚\n贝莱德全球固定收益首席投资官Rick Rieder周四表示，主要企业的强劲收益和现金流意味着美股应该能够维持创纪录的高位。\nRieder表示，在经历了过去一年半的戏剧性上涨之后，他并不担心股市的水平。\n“实际上，我认为股市根本不高。我的意思是，看看一些企业，自由现金流收益率非常高，”他说。\n美联储主席鲍威尔将于周五在杰克逊霍尔央行年会上发表讲话。市场密切关注其是否会透露美联储何时开始削减资产购买。Rieder表示，他认为美联储收紧货币政策为时已晚，应努力加快加息的步伐。目前许多投资者认为加息将在2023年发生。尽管标普500指数8月迭创新高 投资者却纷纷增加防御性对冲\n标普500指数在8月份已经有10天收盘创出纪录新高，但策略师们对于后市走势展望则产生分歧。难怪一些投资者正在增加防御性对冲。\n看看股票期权就明白了。标普500指数三个月看跌期权相对看涨期权的成本自6月底以来就一直在上升，并且已经高于五年平均水平。\n美国小盘股--通常与经济周期更为密切相关--相对于大盘股势将迎来自2011年以来的最长跑输局面。\n这些迹象表明，随着德尔塔毒株蔓延，并且美联储决策者在杰克逊霍尔研讨会上讨论减码，追捧风险资产的投资者正在增加防御性对冲。\n东方汇理高级多资产策略师Francesco Sandrini接受采访时表示，“我们继续致力于风险资产，但对冲措施已经到位，因为虽然宏观经济状况仍然具有韧性，但一些问题可能会阻碍非常高的估值。我们认为这种环境非常脆弱。毫无疑问，货币环境正在影响经济增长。”美国第二季度GDP增速略微上修至6.6% 以反映更强劲的商业投资和出口\n美国第二季度经济增速略微上修，反映商业投资和出口比初步估计更为强劲。\n美国商务部周四公布的数据显示，第二季度经通胀调整的国内生产总值（GDP）折合年率增长6.6%，初值为增长6.5%。消费者支出增长11.9%。\n媒体调查预估中值为上修至增长6.7%。\n该报告还包括第二季度企业利润情况。税前企业利润折合年率环比增长9.2%，同比增长43.4%。\n虽然该数据显示上半年临近尾声时经济保持了强劲增长，但供应和劳动力制约因素仍构成经济阻力。最近数据显示零售销售和住宅建设放缓，而德尔塔毒株造成疫情迅速扩散，使需求前景面临更多不确定性。iPhone 13发布在即 富士康9月底前要再招聘20万工人\n据报道，由于iPhone 13发布在即，富士康郑州工厂副总经理王雪日前表示，在9月底之前，富士康需要额外招聘20万工人才能满足生产需求。\n王雪在接受采访时称，获得更多人力，一直是富士康郑州工厂的“最大瓶颈”。该工厂可容纳多达35万名组装工人，每天可生产高达50万部智能手机。\n通常，苹果在每年的9月份举行秋季新品发布会，发布新一代iPhone手机。上周，投资银行Wedbush Securities预计，今年苹果将于9月的第三周发布iPhone 13。\n为此，富士康在9月底之前还需要额外20万名工人。王雪表示，以目前的招聘速度，他有信心完成人员配备目标。除了引入了新的快速招聘机制，富士康的招聘计划还得到了地方政府的支持。此外，富士康还在现场进行新冠肺炎病毒检测，以确保人身安全。福布斯宣布与SPAC合并 年底在纽交所上市\n历史悠久的美国商业新闻和信息出版商福布斯传媒（Forbes Global Media Holdings）今日宣布，计划通过与一家“特殊目的收购公司”（SPAC）合并的方式上市。\n福布斯称，将与Magnum Opus公司合并。扣除税收优惠后，这笔交易为公司价值约6.3亿美元（企业价值）。该交易预计于今年第四季度末或明年第一季度初完成。\n交易完成后，福布斯将在纽约证券交易所交易，股票代码为“FRBS”。公司现有的管理团队将留任，包括CEO迈克·费德勒（Mike Federle）。福布斯称，合并后的新公司将在晚些时候宣布新的董事会成员。","news_type":1},"isVote":1,"tweetType":1,"viewCount":124,"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,"authorIdStr":"3576276306027110","idStr":"3576276306027110"},"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://ttm.financial/m/news/2161848230?lang=&edition=fundamental","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":198,"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,"authorIdStr":"3576276306027110","idStr":"3576276306027110"},"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://ttm.financial/m/news/2160799393?lang=&edition=fundamental","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 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>【直播】特斯拉AI日，市场热盼一众黑科技登场</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; 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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":126,"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,"authorIdStr":"3576276306027110","idStr":"3576276306027110"},"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,"isVote":1,"tweetType":1,"viewCount":45,"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,"authorIdStr":"3576276306027110","idStr":"3576276306027110"},"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://ttm.financial/m/news/1189888282?lang=&edition=fundamental","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":163,"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,"authorIdStr":"3576276306027110","idStr":"3576276306027110"},"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,"repost":{"id":"2154677958","pubTimestamp":1627269850,"share":"https://ttm.financial/m/news/2154677958?lang=&edition=fundamental","pubTime":"2021-07-26 11:24","market":"other","language":"zh","title":"比特币两小时涨9%，逼近40000关口","url":"https://stock-news.laohu8.com/highlight/detail?id=2154677958","media":"华尔街见闻","summary":"北京时间7月26日早间，比特币加速上涨，两小时涨9%，一度涨至39779美元，逼近40000美元关口，升至6月中旬以来最高水平。\n据币Coin数据，近24小时共有8.05万比特币持仓用户爆仓，近1小时","content":"<p>北京时间7月26日早间，比特币加速上涨，<b>两小时涨9%，一度涨至39779美元，逼近40000美元关口</b>，升至6月中旬以来最高水平。</p>\n<p>据币Coin数据，近24小时共有8.05万比特币持仓用户爆仓，近1小时内爆仓6.24亿美元，最大单笔爆仓单为Huobi-BTC的2929万美元。</p>\n<p>截至本文发稿，比特币现报38470.8美元，近24小时涨13.67%，</p>\n<p><img src=\"https://static.tigerbbs.com/bfe92ea33c8b40aa1ff38fd33a3f483f\" tg-width=\"910\" tg-height=\"609\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>华尔街见闻此前提及，上周三在加密货币创新委员会主办的“The B Word”研讨会上，马斯克和木头姐为腰斩两个多月的比特币公开站台。</p>\n<p>稍早之前有<b>市场传闻<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>计划2021年底之前接受比特币支付。</b>据U.Toda，亚马逊内部一位匿名消息人士告诉伦敦商业报纸CityAM，亚马逊计划在2021年底之前接受比特币支付。</p>\n<p>消息人士表示，接受比特币支付是整个加密项目中关键的第一阶段，一旦建立了一种快速安全的比特币支付方式，亚马逊将会添加支持以太坊、比特币现金等大约八种加密货币支付。</p>\n<p>此外，消息人士称，除了接受比特币支付外，据说亚马逊还在探索创建自己的原生代币，最早可能在2022年。<b>截至目前，亚马逊官方未作出回应。</b></p>\n<p>全球物价上涨潮加剧的这段时间里，比特币并未凸显出其抗通胀的属性，反而一路猛跌至腰斩。</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>比特币两小时涨9%，逼近40000关口</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比特币两小时涨9%，逼近40000关口\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 11:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3636292><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间7月26日早间，比特币加速上涨，两小时涨9%，一度涨至39779美元，逼近40000美元关口，升至6月中旬以来最高水平。\n据币Coin数据，近24小时共有8.05万比特币持仓用户爆仓，近1小时内爆仓6.24亿美元，最大单笔爆仓单为Huobi-BTC的2929万美元。\n截至本文发稿，比特币现报38470.8美元，近24小时涨13.67%，\n\n华尔街见闻此前提及，上周三在加密货币创新委员会主办...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3636292\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e8e7a6266784418dec934d26eb8ce628","relate_stocks":{"EBON":"亿邦国际","CAN":"嘉楠科技"},"source_url":"https://wallstreetcn.com/articles/3636292","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154677958","content_text":"北京时间7月26日早间，比特币加速上涨，两小时涨9%，一度涨至39779美元，逼近40000美元关口，升至6月中旬以来最高水平。\n据币Coin数据，近24小时共有8.05万比特币持仓用户爆仓，近1小时内爆仓6.24亿美元，最大单笔爆仓单为Huobi-BTC的2929万美元。\n截至本文发稿，比特币现报38470.8美元，近24小时涨13.67%，\n\n华尔街见闻此前提及，上周三在加密货币创新委员会主办的“The B Word”研讨会上，马斯克和木头姐为腰斩两个多月的比特币公开站台。\n稍早之前有市场传闻亚马逊计划2021年底之前接受比特币支付。据U.Toda，亚马逊内部一位匿名消息人士告诉伦敦商业报纸CityAM，亚马逊计划在2021年底之前接受比特币支付。\n消息人士表示，接受比特币支付是整个加密项目中关键的第一阶段，一旦建立了一种快速安全的比特币支付方式，亚马逊将会添加支持以太坊、比特币现金等大约八种加密货币支付。\n此外，消息人士称，除了接受比特币支付外，据说亚马逊还在探索创建自己的原生代币，最早可能在2022年。截至目前，亚马逊官方未作出回应。\n全球物价上涨潮加剧的这段时间里，比特币并未凸显出其抗通胀的属性，反而一路猛跌至腰斩。","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"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,"authorIdStr":"3576276306027110","idStr":"3576276306027110"},"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,"isVote":1,"tweetType":1,"viewCount":92,"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,"authorIdStr":"3576276306027110","idStr":"3576276306027110"},"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,"repost":{"id":"2151569582","pubTimestamp":1626188931,"share":"https://ttm.financial/m/news/2151569582?lang=&edition=fundamental","pubTime":"2021-07-13 23:08","market":"us","language":"zh","title":"京东追赶云计算：推混合云操作系统，解决多云需求","url":"https://stock-news.laohu8.com/highlight/detail?id=2151569582","media":"澎湃新闻","summary":"在云计算市场，几家头部厂商经过多年混战已占据大多数市场份额。作为追赶者，京东云希望走“开放”的策略以吸引市场。在当天的京东云峰会上，京东云发出承诺称：不做产品捆绑，保证产业客户使用京东云“上得来也下得去”，不让客户及合作伙伴做选择题，客户可以根据自己的业务需求随时切换基础设施。此外，京东云还瞄准了多云部署的趋势。对此，京东推出了混合云操作系统“云舰”。","content":"<div>\n<p>在云计算市场，几家头部厂商经过多年混战已占据大多数市场份额。但战局远未结束，挑战者依旧在冒出。\n字节跳动在近期被曝有意通过旗下技术服务品牌火山引擎入局云计算。京东集团则在年初将云与AI业务剥离，与京东数科整合组建京东科技集团，引入原甲骨文公司副总裁高礼强，由他带队发力云计算。\n7月13日，京东科技京东云事业群总裁高礼强向澎湃新闻（www.thepaper.cn）记者表示，“我们京东开放公有云稍微...</p>\n\n<a href=\"https://www.thepaper.cn/newsDetail_forward_13564849\">Web Link</a>\n\n</div>\n","source":"pengpai_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>京东追赶云计算：推混合云操作系统，解决多云需求</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; 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.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京东追赶云计算：推混合云操作系统，解决多云需求\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 23:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.thepaper.cn/newsDetail_forward_13564849><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在云计算市场，几家头部厂商经过多年混战已占据大多数市场份额。但战局远未结束，挑战者依旧在冒出。\n字节跳动在近期被曝有意通过旗下技术服务品牌火山引擎入局云计算。京东集团则在年初将云与AI业务剥离，与京东数科整合组建京东科技集团，引入原甲骨文公司副总裁高礼强，由他带队发力云计算。\n7月13日，京东科技京东云事业群总裁高礼强向澎湃新闻（www.thepaper.cn）记者表示，“我们京东开放公有云稍微...</p>\n\n<a href=\"https://www.thepaper.cn/newsDetail_forward_13564849\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1ad4f9aff4d93f6c3c14fd61a68e50f9","relate_stocks":{"JD":"京东","09618":"京东集团-SW"},"source_url":"https://www.thepaper.cn/newsDetail_forward_13564849","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151569582","content_text":"在云计算市场，几家头部厂商经过多年混战已占据大多数市场份额。但战局远未结束，挑战者依旧在冒出。\n字节跳动在近期被曝有意通过旗下技术服务品牌火山引擎入局云计算。京东集团则在年初将云与AI业务剥离，与京东数科整合组建京东科技集团，引入原甲骨文公司副总裁高礼强，由他带队发力云计算。\n7月13日，京东科技京东云事业群总裁高礼强向澎湃新闻（www.thepaper.cn）记者表示，“我们京东开放公有云稍微晚一点，但是今年体量也很大，在IaaS（基础设施即服务）的市场是排名第五。”\n作为追赶者，京东云希望走“开放”的策略以吸引市场。在当天的京东云峰会上，京东云发出承诺称：不做产品捆绑，保证产业客户使用京东云“上得来也下得去”，不让客户及合作伙伴做选择题，客户可以根据自己的业务需求随时切换基础设施。\n此外，京东云还瞄准了多云部署的趋势。高礼强介绍，京东自身就面临“复杂的混合基础设施”局面：京东零售有近5亿C端用户，峰值流量巨大，适合弹性的公有云；物流仓储大量的自动化设备需要低延时，使用的是边缘计算模式；金融和保险业务按照合规的要求，使用的是专有云；而国际化业务需要随时待命，得按需部署。\n对此，京东推出了混合云操作系统“云舰”。京东云事业群产品研发负责人曹鹏称，“云舰要解决的就是客户的多云的需求。客户在做多云的时候，一定是有个顾虑：我上多云，就是为了避免被单一的供应商所绑架。所以云舰在设计的时候，理念就是开放的，要让客户方便地在不同的云之间，能够做双向迁移。”\n“屏蔽底层基础设施的差异，将所有的基础设施统一调度管理，所有的人基于云舰这种开放的平台，开发各类PaaS应用。”高礼强表示。\n云计算除了最底层的IaaS，再往上是PaaS（平台即服务）和SaaS（软件即服务）层，一朵云好不好，还在于后两层生态的丰富度。“未来没有一家云厂商的PaaS应用可以满足所有的需求，哪怕是10%的需求都不到，所以唯有开放。”高礼强认为。\n为了补足能力，京东云宣布推出针对PaaS生态的“云筑计划”，涵盖数据库、中间件、容器、微服务、DevOps、低代码、大数据、安全、IaaS等多个技术领域的合作伙伴。\n“合作伙伴可以根据我们提供的标准开发工具和框架，帮助自身的PaaS系统接入云舰。通过云舰，合作伙伴可以真正实现一次接入、多云落地，帮助所有合作伙伴降低接入多云的工作量，同时保证PaaS的应用在多云之间具有完全一致的体验。”高礼强称。\n云计算是一个投入巨大的赛道，数据中心等基础设施的建设、细分行业解决方案的打造，都非朝夕之功，阿里巴巴、腾讯、华为都布局已久。IDC咨询发布的《全球及中国公有云服务市场（2020年）跟踪》显示，2020年第四季度中国IaaS市场中，阿里巴巴仍然占据第一，华为与腾讯并列第二，前五服务商共同占据77.4%的市场份额。\n剩下的市场空间中，每一个玩家想要向前超越的难度都不小。对于目前的市场格局，高礼强向澎湃新闻记者表示：“每一家企业有自己的基因，别的企业也可以给客户带去不同的价值，京东的云是把京东整体的产业优势叠加在上面。”\n在基础设施建设上，京东也在投入之中。当天，京东透露，京东云在华北廊坊和华东昆山的两大绿色数据中心对正在建设中，服务器数量均超过10万台。","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"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,"idStr":"3576276306027110","authorIdStr":"3576276306027110"},"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://ttm.financial/m/news/2137827351?lang=&edition=fundamental","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":90,"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,"idStr":"3576276306027110","authorIdStr":"3576276306027110"},"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://ttm.financial/m/news/1142324412?lang=&edition=fundamental","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":179,"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,"idStr":"3576276306027110","authorIdStr":"3576276306027110"},"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://ttm.financial/m/news/2168571021?lang=&edition=fundamental","pubTime":"2021-09-18 06:13","market":"hk","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":954,"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,"idStr":"3576276306027110","authorIdStr":"3576276306027110"},"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,"repost":{"id":"2163776240","pubTimestamp":1630271925,"share":"https://ttm.financial/m/news/2163776240?lang=&edition=fundamental","pubTime":"2021-08-30 05:18","market":"us","language":"zh","title":"外媒头条：苹果终于妥协！反垄断之下做出重大让步","url":"https://stock-news.laohu8.com/highlight/detail?id=2163776240","media":"新浪科技","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美国墨西哥湾地区油气平台和炼化设施停产备战Ida飓风\n\n\n2、石油收入下滑财政紧张 沙特阿拉伯7月份净外国资产下降\n\n\n3、苹果App Store","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、美国墨西哥湾地区油气平台和炼化设施停产备战Ida飓风</b>\n</blockquote>\n<blockquote>\n <b>2、石油收入下滑财政紧张 沙特阿拉伯7月份净外国资产下降</b>\n</blockquote>\n<blockquote>\n <b>3、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>App Store政策重大调整：允许开发者告知用户使用其他支付选项</b>\n</blockquote>\n<blockquote>\n <b>4、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO马斯克对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>收购英国芯片制造商ARM的交易表示担忧</b>\n</blockquote>\n<blockquote>\n <b>5、在摇摇晃晃的升空后，阿斯特拉太空火箭未能再次进入轨道</b>\n</blockquote>\n<blockquote>\n <b>6、成本侵蚀利润 互联网健身公司Peloton的投资者面临新的抉择</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/0fcec00273ef8b19258ea95f89e3e2e8\" tg-width=\"550\" tg-height=\"378\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国墨西哥湾地区油气平台和炼化设施停产备战Ida飓风</b></p>\n<p>美国墨西哥湾的石油天然气勘探开采企业和沿岸的炼化工厂纷纷停产，准备迎接飓风Ida。</p>\n<p>根据国家飓风中心的最新预测，飓风Ida将于下周初在新奥尔良附近登陆。根据安全与环境执法局的数据，截至周五，已有59%的原油产能（相当于大约106万桶/日）和49%的天然气产能关闭。密西西比河沿岸的炼化工厂，大约125万桶/日的炼化产能已经关闭或降低开工率。</p>\n<p>关闭油气产能的石油公司包括：<a href=\"https://laohu8.com/S/BP\">英国石油</a>、壳牌、挪威国家石油、<a href=\"https://laohu8.com/S/BBL\">必和必拓</a>、<a href=\"https://laohu8.com/S/MUR\">墨菲石油</a>、<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>、<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>。</p>\n<p>炼化工厂停产或减产的公司包括：<a href=\"https://laohu8.com/S/PSX\">Phillips 66</a>、<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>、壳牌、Marathon。</p>\n<p><img src=\"https://static.tigerbbs.com/e66d18abd343024af1a940f9025455a1\" tg-width=\"500\" tg-height=\"322\" referrerpolicy=\"no-referrer\"></p>\n<p><b>石油收入下滑财政紧张 沙特阿拉伯7月份净外国资产下降</b></p>\n<p>沙特阿拉伯的净外国资产在7月份略有下降，此前该国报告称，由于油价给沙特王国带来提振，沙特6月份的净外国资产出现了大幅增长。</p>\n<p>根据<a href=\"https://laohu8.com/S/CNBC\">中央银行</a>周日发布的月度报告，上个月<a href=\"https://laohu8.com/S/CNBC\">中央银行</a>的储备减少了约166亿里亚尔（44亿美元）至1.641万亿里亚尔。6月份净外国资产增加2%，达到1675万亿里亚尔。</p>\n<p>2020年，由于石油收入下降，财政紧张，官员向沙特主权基金转移400亿美元，以推动投资热潮，外国净资产大幅下降。</p>\n<p>大多数经济学家表示，这足以捍卫里亚尔盯住美元的政策，而油价上涨可能在未来几个月进一步提振这个世界最大原油出口国的命运。</p>\n<p><img src=\"https://static.tigerbbs.com/eefb1c8079bed26061908c3978a72457\" tg-width=\"550\" tg-height=\"341\" referrerpolicy=\"no-referrer\"></p>\n<p><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a>App Store政策重大调整：允许开发者告知用户使用其他支付选项</b></p>\n<p>据报道，面对日益增大的反垄断监管压力，苹果已经部分放松了一项应用商店限制政策。根据这项政策，苹果将允许开发者使用邮件等通讯方式向用户告知苹果以外的替代支付选项。</p>\n<p>苹果的放松举措标志着该公司的一项重大让步，使得一些线上交易可以绕过其应用商店。然而，针对在应用程序内发生的那部分交易，苹果并未对相关规则做任何修改，因此，这一放松举措的效果可能有限。</p>\n<p>该举措是苹果周四晚些时候向外界宣布的几项妥协措施之一，以部分和解应用程序开发者针对其应用商店政策发起的集体诉讼。</p>\n<p>另外一项妥协措施是，苹果承诺每年将发布一份报告，详细说明被苹果应用商店拒绝的应用程序数量以及被停用的客户和开发者帐户数量。</p>\n<p><img src=\"https://static.tigerbbs.com/f29affb8844a9f241639d47c7e3bbfd6\" tg-width=\"550\" tg-height=\"392\" referrerpolicy=\"no-referrer\"></p>\n<p><b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO马斯克对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>收购英国芯片制造商ARM的交易表示担忧</b></p>\n<p>据媒体报道，特斯拉公司首席执行官埃隆·马斯克对英伟达公司计划收购英国芯片设计商ARM的计划表示担忧，或将加入到反对该收购交易的阵营中。</p>\n<p>特斯拉的自研自动驾驶芯片依赖ARM体系，而目前英伟达在该领域已崭露头角，显然，如果英伟达成功收购ARM公司后，在该领域切断ARM对外授权或者施加其他新的限制，短期内将对这一行业的竞争者造成巨大损害。</p>\n<p>此前，英国市场反竞争机构的初步调查已经指出，英伟达收购ARM存在扼杀创新的巨大风险，这似乎已是英方决定最终否定交易的信号。</p>\n<p>电商巨头<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>公司和智能手机制造商<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>有限公司也向美国当局提出反对该交易。</p>\n<p><img src=\"https://static.tigerbbs.com/b6ca0ac684abc85b29ea94fedaef927c\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b>在摇摇晃晃的升空后，阿斯特拉太空火箭未能再次进入轨道</b></p>\n<p>火箭制造商阿斯特拉（Astra Space）周六发射了该公司上市以来的第一枚火箭。在一次摇晃的升空之后，火箭未能实现其到达轨道的目标。</p>\n<p>在升空时，火箭似乎是横向移动而不是直线移动。阿斯特拉创始人、董事长兼首席执行官 Chris Kemp 表示，飞行大约一秒钟，一个引擎关闭。该公司目前正在调查原因。</p>\n<p>阿斯特拉创始人兼首席技术官 Adam London 补充说，该系统在这种情况下表现相对较好。即使在一台发动机关闭的情况下，火箭也有足够的推力以非常缓慢地从发射台升空，并且制导系统保持对火箭的控制。我们从这次飞行中获得了大量数据，并且正在对其进行审查。</p>\n<p>高管们拒绝提供完成调查或制造新火箭和下一次飞行的时间表。</p>\n<p><img src=\"https://static.tigerbbs.com/b1f566d5201abeb74b20739721e664c8\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b>成本侵蚀利润 互联网健身公司Peloton的投资者面临新的抉择</b></p>\n<p>上周四，Peloton的投资者猛然醒悟。许多人预计这家联网健身设备制造商会报告销售放缓。因为健身房重新开放，户外跑步和假期开始了。但投资者没有预料到的是，该公司最畅销的产品降价20%，营销支出却在增加。</p>\n<p>增长正在放缓，而且利润率较低</p>\n<p>周五Peloton报告称其第四财季亏损超出预期。</p>\n<p>在2020年的大部分时间里，当健身房因新冠肺炎而关闭时，该公司掀起了一股愿意花费数千美元来燃烧卡路里的居家消费者浪潮。如此高的需求导致供应链陷入混乱，迫使Peloton支付更多资金以加快交付速度。随着年底的临近，Peloton的季度收入首次飙升至超过10亿美元。</p>","source":"highlight_sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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.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外媒头条：苹果终于妥协！反垄断之下做出重大让步\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-30 05:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-08-30/doc-iktzqtyt2911213.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美国墨西哥湾地区油气平台和炼化设施停产备战Ida飓风\n\n\n2、石油收入下滑财政紧张 沙特阿拉伯7月份净外国资产下降\n\n\n3、苹果App Store政策重大调整：允许开发者告知用户使用其他支付选项\n\n\n4、特斯拉CEO马斯克对英伟达收购英国芯片制造商ARM的交易表示担忧\n\n\n5、在摇摇晃晃的升空后，阿斯特拉太空火箭未能再次进入轨道\n\n\n6、成本...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-08-30/doc-iktzqtyt2911213.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/eefb1c8079bed26061908c3978a72457","relate_stocks":{".IXIC":"NASDAQ Composite","AAPL":"苹果",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-08-30/doc-iktzqtyt2911213.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2163776240","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美国墨西哥湾地区油气平台和炼化设施停产备战Ida飓风\n\n\n2、石油收入下滑财政紧张 沙特阿拉伯7月份净外国资产下降\n\n\n3、苹果App Store政策重大调整：允许开发者告知用户使用其他支付选项\n\n\n4、特斯拉CEO马斯克对英伟达收购英国芯片制造商ARM的交易表示担忧\n\n\n5、在摇摇晃晃的升空后，阿斯特拉太空火箭未能再次进入轨道\n\n\n6、成本侵蚀利润 互联网健身公司Peloton的投资者面临新的抉择\n\n\n美国墨西哥湾地区油气平台和炼化设施停产备战Ida飓风\n美国墨西哥湾的石油天然气勘探开采企业和沿岸的炼化工厂纷纷停产，准备迎接飓风Ida。\n根据国家飓风中心的最新预测，飓风Ida将于下周初在新奥尔良附近登陆。根据安全与环境执法局的数据，截至周五，已有59%的原油产能（相当于大约106万桶/日）和49%的天然气产能关闭。密西西比河沿岸的炼化工厂，大约125万桶/日的炼化产能已经关闭或降低开工率。\n关闭油气产能的石油公司包括：英国石油、壳牌、挪威国家石油、必和必拓、墨菲石油、雪佛龙、埃克森美孚。\n炼化工厂停产或减产的公司包括：Phillips 66、埃克森美孚、壳牌、Marathon。\n\n石油收入下滑财政紧张 沙特阿拉伯7月份净外国资产下降\n沙特阿拉伯的净外国资产在7月份略有下降，此前该国报告称，由于油价给沙特王国带来提振，沙特6月份的净外国资产出现了大幅增长。\n根据中央银行周日发布的月度报告，上个月中央银行的储备减少了约166亿里亚尔（44亿美元）至1.641万亿里亚尔。6月份净外国资产增加2%，达到1675万亿里亚尔。\n2020年，由于石油收入下降，财政紧张，官员向沙特主权基金转移400亿美元，以推动投资热潮，外国净资产大幅下降。\n大多数经济学家表示，这足以捍卫里亚尔盯住美元的政策，而油价上涨可能在未来几个月进一步提振这个世界最大原油出口国的命运。\n\n苹果App Store政策重大调整：允许开发者告知用户使用其他支付选项\n据报道，面对日益增大的反垄断监管压力，苹果已经部分放松了一项应用商店限制政策。根据这项政策，苹果将允许开发者使用邮件等通讯方式向用户告知苹果以外的替代支付选项。\n苹果的放松举措标志着该公司的一项重大让步，使得一些线上交易可以绕过其应用商店。然而，针对在应用程序内发生的那部分交易，苹果并未对相关规则做任何修改，因此，这一放松举措的效果可能有限。\n该举措是苹果周四晚些时候向外界宣布的几项妥协措施之一，以部分和解应用程序开发者针对其应用商店政策发起的集体诉讼。\n另外一项妥协措施是，苹果承诺每年将发布一份报告，详细说明被苹果应用商店拒绝的应用程序数量以及被停用的客户和开发者帐户数量。\n\n特斯拉CEO马斯克对英伟达收购英国芯片制造商ARM的交易表示担忧\n据媒体报道，特斯拉公司首席执行官埃隆·马斯克对英伟达公司计划收购英国芯片设计商ARM的计划表示担忧，或将加入到反对该收购交易的阵营中。\n特斯拉的自研自动驾驶芯片依赖ARM体系，而目前英伟达在该领域已崭露头角，显然，如果英伟达成功收购ARM公司后，在该领域切断ARM对外授权或者施加其他新的限制，短期内将对这一行业的竞争者造成巨大损害。\n此前，英国市场反竞争机构的初步调查已经指出，英伟达收购ARM存在扼杀创新的巨大风险，这似乎已是英方决定最终否定交易的信号。\n电商巨头亚马逊公司和智能手机制造商三星电子有限公司也向美国当局提出反对该交易。\n\n在摇摇晃晃的升空后，阿斯特拉太空火箭未能再次进入轨道\n火箭制造商阿斯特拉（Astra Space）周六发射了该公司上市以来的第一枚火箭。在一次摇晃的升空之后，火箭未能实现其到达轨道的目标。\n在升空时，火箭似乎是横向移动而不是直线移动。阿斯特拉创始人、董事长兼首席执行官 Chris Kemp 表示，飞行大约一秒钟，一个引擎关闭。该公司目前正在调查原因。\n阿斯特拉创始人兼首席技术官 Adam London 补充说，该系统在这种情况下表现相对较好。即使在一台发动机关闭的情况下，火箭也有足够的推力以非常缓慢地从发射台升空，并且制导系统保持对火箭的控制。我们从这次飞行中获得了大量数据，并且正在对其进行审查。\n高管们拒绝提供完成调查或制造新火箭和下一次飞行的时间表。\n\n成本侵蚀利润 互联网健身公司Peloton的投资者面临新的抉择\n上周四，Peloton的投资者猛然醒悟。许多人预计这家联网健身设备制造商会报告销售放缓。因为健身房重新开放，户外跑步和假期开始了。但投资者没有预料到的是，该公司最畅销的产品降价20%，营销支出却在增加。\n增长正在放缓，而且利润率较低\n周五Peloton报告称其第四财季亏损超出预期。\n在2020年的大部分时间里，当健身房因新冠肺炎而关闭时，该公司掀起了一股愿意花费数千美元来燃烧卡路里的居家消费者浪潮。如此高的需求导致供应链陷入混乱，迫使Peloton支付更多资金以加快交付速度。随着年底的临近，Peloton的季度收入首次飙升至超过10亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"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,"idStr":"3576276306027110","authorIdStr":"3576276306027110"},"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,"repost":{"id":"1167256448","pubTimestamp":1624686286,"share":"https://ttm.financial/m/news/1167256448?lang=&edition=fundamental","pubTime":"2021-06-26 13:44","market":"hk","language":"zh","title":"小米们入局造车，却牵出汽车业求职新“鄙视链”","url":"https://stock-news.laohu8.com/highlight/detail?id=1167256448","media":"全天候科技","summary":"一边是科技造车企业高薪招聘的信息不断更新，一边却是大量求职人员被拒之门外。“小米们”到底在找什么样的人？王珂在向这些科技造车企业求职时的感受，“传统车企好像就是传统守旧、思想僵化的代名词。”随着以小米为代表的科技企业入局造车，它们重金“招兵买马”的消息不断传出，这似乎让汽车从业人员有了更多“跳槽”的机会。","content":"<blockquote>\n 一边是科技造车企业高薪招聘的信息不断更新，一边却是大量求职人员被拒之门外。“小米们”到底在找什么样的人？到底谁才是他们不惜拿出超百万年薪挖墙角的人才？\n</blockquote>\n<p>王珂（化名）是一位来自国内某传统车企新能源汽车品牌的营销管理层人员，最近他想趁着科技造车的风口换个“跑道”，因此留意了包括小米、360、集度等多家宣布造车的科技公司工作机会。但让他没想到的是，看了一圈后，他发现自己的选择空间非常小。</p>\n<p>“（传统）汽车（企业）出身的人都不太受待见。”王珂在向这些科技造车企业求职时的感受，“传统车企好像就是传统守旧、思想僵化的代名词。”王珂有些无奈地表示。</p>\n<p>同样在传统车企工作多年，负责车辆调教工作的陈凡（化名）和他的同事们，近期也非常关注新造车科技公司的机会，“现在观望的人很多”，陈凡说。但据陈凡透露，截至目前身边还没有同事能够进入这些新科技公司。</p>\n<p>“他们（科技公司）看不上传统车企的人，都要搞软件的。”在这一点上，陈凡与王珂有着相似的感受。</p>\n<p>随着以小米为代表的科技企业入局造车，它们重金“招兵买马”的消息不断传出，这似乎让汽车从业人员有了更多“跳槽”的机会。但现实情况却并非如此。</p>\n<p>网络上一张由求职者提供的其与企业的对话截图，从另一个侧面印证着科技造车公司对传统车企人才的“排斥”：“这边是集度（<a href=\"https://laohu8.com/S/BIDU\">百度</a>和吉利的合资公司），但是我看你是在上汽大众是吧，集度明确表示不要传统汽车的。”</p>\n<p>但小米们开出的豪迈“饭票”，还是让众多车企人士蠢蠢欲动。“现在所有新企业正常招聘都是涨薪10%-30%，很牛的人就自己谈喽。”一位来自某传统车企的求职人士表示。而据<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经报道，360汽车招聘仅岗位的推荐奖金就共计达数十万元。</p>\n<p>由职场社交平台脉脉独家提供给经济观察报的一份数据显示，据统计，在新造车企业中，汽车圈里计划去滴滴的人最多，互动数量最高；其次是<a href=\"https://laohu8.com/S/LI\">理想汽车</a>，第三名是百度和吉利合作的集度汽车，第四名是小米汽车。</p>\n<p>一边是科技造车企业高薪招聘的信息不断更新，一边却是大量求职人员被拒之门外。“小米们”到底在找什么样的人？到底谁才是他们不惜拿出超百万年薪挖墙角的人才？</p>\n<p><b>1、</b><b><b>选择性“挖角”</b></b></p>\n<p>在传统车企从业人员求职遭“冷遇”的同时，新造车企业却成了科技造车企业“挖人”的重点方向。</p>\n<p>在5月<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车的发布会上，蔚来创始人、董事长李斌感慨，“最近挖我们的人实在太多了，没办法，我们要把同事的信息都隐藏一下。”由于彼时正值百度、小米、滴滴等陆续宣布造车，这被认为是科技公司和“蔚小理”等新造车企业抢人大战的开始。与传统车企相比，这两类企业在造车理念和技术上被认为更加先进和超前。</p>\n<p>值得玩味的是，就在几年前，“蔚小理”还是“挖角者”的角色，曾高薪从传统车企挖人，而如今他们的员工也成了科技造车公司眼中的“香饽饽”。据报道，原蔚来汽车用户发展副总裁朱江或将加盟滴滴造车。而为了留住人才，有信息透露，新造车企业也已开始采取行动，或增加签订竞业协议，或增加员工持股，以此抵抗小米们的“挖墙脚”。</p>\n<p>“这（挖人）是很正常的，现在这个行业需要着它（人才）的速度已经远远超过了它供给的速度。当‘水池子’里没有水的时候，不得去别人那儿去找水喝吗？”在某新造车企业任职的Steven说。“如果有合适的机会，当然会考虑，为什么不呢？”Steven说。</p>\n<p>值得注意的是，传统车企从业人员求职遇阻，并不意味着科技新造车企业对传统车企的人才完全不感兴趣。一些高层管理人员，仍然是科技新造车企业的目标。</p>\n<p>近日有媒体爆料，小米汽车开出上亿天价“挖角”<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>研究院院长胡峥楠，胡峥楠也将离开吉利加盟小米造车。但随后胡峥楠在朋友圈辟谣。吉利内部人员表示，胡峥楠“（在吉利研究院的）职位撤了，不过走没走还没有消息。”此外，另有信息显示，滴滴曾寻找副总级别的人物，开出的待遇超百万级，是传统车企的三倍以上。</p>\n<p>由于携重金入局，科技造车公司为了迅速组建团队普遍出手阔绰。360集团创始人、董事长周鸿掉更是亲自在社交媒体上广发英雄帖，表示“公司在薪酬待遇方面全面放开、全力支持。</p>\n<p>值得注意的是，“小米”们如今开放的岗位，主要是集中在自动驾驶研发等方面。从小米发布的招聘信息看，涉及自动驾驶数据平台、车载基础架构、决策规划、毫米波算法等20个岗位。360重金寻求的职位则包括感知融合算法、软件架构、信息安全、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶开发等岗位。</p>\n<p>这表明科技造车公司更加聚焦自动驾驶等核心技术的研发，因此当前这方面的从业人员可能获得更多的“跳槽”机会。</p>\n<p>而根据认证用户在脉脉上的发言，这些企业吸引他们的地方主要是在薪资方面，另外也有求职者自称是“米粉”，打出情怀牌。</p>\n<p><b>2、</b><b><b>新从业“鄙视链”</b></b></p>\n<p>随着各方参与者陆续到位，造车阵营持续扩大，且派系逐渐分明。在这个过程中，形成了一条业内默认的就职“鄙视链”。</p>\n<p>在脉脉平台上，汽车从业者普遍认同，求职选择的优劣排序是：一二线新造车企业、传统车企孵化的新品牌、传统主机厂、二三线新造车企业。而在这些企业中，自动驾驶等前沿科技研发岗位更胜一筹。</p>\n<p>因此，加入自动驾驶行业的从业人员被认为是“上了岸”。赵钧（化名）是其中一个“幸运儿”。赵钧今年25岁，毕业刚几年，现在某科技企业担任无人驾驶项目工程师。在此之前，他在一家传统车企短暂工作。</p>\n<p>赵钧回忆称，自己求职时，现在的公司刚好在招聘，而且对于经验的丰富性要求较低。“面试时问了一些汽车行业测试常用工具的使用情况，以及一些简单的工具编程情况。”成功入职后，赵钧在公司做外包adas（高级驾驶辅助系统）测试。</p>\n<p>赵钧表示，决定进入现在这家公司，除了因为之前在传统车企的工作内容变更频繁，有些招架不住，另一个契机是其看到了一家知名公司CEO对未来自动驾驶看法的视频，这让他深受触动。“另外就是，传统车企的工资实在太低了，而且几乎不会涨薪。”赵钧说，他来到这家公司后，薪资水平和涨薪制度都优于传统车企。</p>\n<p>“更重要的是，我接触的东西多了，眼界开拓了，能够更清晰地看清未来的趋势。”基于此，赵钧能够接受现在公司较长的工作时长。“之前大小周，后来变成全单休，安排得特别满。”</p>\n<p>如果再换工作的话，赵钧称会选择新造车企业、互联网公司，或者自动驾驶<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>。“原因无它，感觉这些背景的公司给的工钱更多。”</p>\n<p>对于是否考虑小米这类新科技造车公司，赵钧表示“考虑过，但目前来说，入行经验少，进不去，他们需要的基本都是三年经验起步的老人，来了就可以干活，现在行业发展太快，都希望可以快速落地商业化，没有公司太愿意花时间培养人，所以目前来说可能不会去。”</p>\n<p>尽管被认为已经处于从业“鄙视链”较顶端的位置，但赵钧说，他的同事们目前也在观望更多的机会。“（同事换工作）变动很频繁，（跳槽的意愿）也很强烈，他们对自动驾驶初创公司和新势力应该考虑的更多，很少听说有谁又回到长城吉利类的传统车企。”</p>\n<p>但并非所有人都对小米造车趋之若鹜，一些汽车从业人员对科技造车企业表现出“无感”。来自某新造车企业的Steven就表示，如果不是自己看好的公司，就算是被高薪挖，也不会去。</p>\n<p>“这个事（加入科技造车企业）其实暂时还不在我的考虑之内。因为我觉得，你如果加入一家企业，更多的是希望能够跟他一块成长。一个行业，如果你没有能够把做深做透的话，你的个人价值是不会得到非常明显提升的。”在40岁的Steven看来，科技造车企业更高的薪资对他而言已经不是第一吸引力。Steven2019年加入现在的新造车企业，在此之前就职于某科技公司。</p>\n<p>对于想跳槽到小米等科技造车企业的人，Steven建议可以再观察一下。“小米现在open的岗位大多和智能驾驶相关的这些行业有关，那么对于传统的动力总成方向、内外饰方向是不是有诉求我们还不知道，毕竟现在也不知道小米会以什么样的形式去做它的第一款车，是从0开始，还是合作代工都不确定。”Steven表示，在不同的制造模式下，“小米”们招聘的岗位也会非常不同。目前，小米代工绯闻对象不少，但均未确定。</p>\n<p>目前来看，新的造车者还在不断入局，造车赛道也将空前激烈。这意味着汽车圈的“抢人大战”将越来越激烈。</p>\n<p>集度汽车CEO夏一平在今年4月表示，当前集度汽车核心团队约100人，到明年年底计划扩大到2500-3000人。而这些人无疑将来源于其它企业人才库。如何在这波造车新浪潮中守住自己的人才储备，已成为每个企业都需要慎重考虑的问题。</p>","source":"qthkj","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>小米们入局造车，却牵出汽车业求职新“鄙视链”</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; 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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小米们入局造车，却牵出汽车业求职新“鄙视链”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 13:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/DnyQ7n4h8IL2H4ni81x-hw><strong>全天候科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一边是科技造车企业高薪招聘的信息不断更新，一边却是大量求职人员被拒之门外。“小米们”到底在找什么样的人？到底谁才是他们不惜拿出超百万年薪挖墙角的人才？\n\n王珂（化名）是一位来自国内某传统车企新能源汽车品牌的营销管理层人员，最近他想趁着科技造车的风口换个“跑道”，因此留意了包括小米、360、集度等多家宣布造车的科技公司工作机会。但让他没想到的是，看了一圈后，他发现自己的选择空间非常小。\n“（传统）...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/DnyQ7n4h8IL2H4ni81x-hw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/edb5904d62b10798f760277be625646d","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://mp.weixin.qq.com/s/DnyQ7n4h8IL2H4ni81x-hw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167256448","content_text":"一边是科技造车企业高薪招聘的信息不断更新，一边却是大量求职人员被拒之门外。“小米们”到底在找什么样的人？到底谁才是他们不惜拿出超百万年薪挖墙角的人才？\n\n王珂（化名）是一位来自国内某传统车企新能源汽车品牌的营销管理层人员，最近他想趁着科技造车的风口换个“跑道”，因此留意了包括小米、360、集度等多家宣布造车的科技公司工作机会。但让他没想到的是，看了一圈后，他发现自己的选择空间非常小。\n“（传统）汽车（企业）出身的人都不太受待见。”王珂在向这些科技造车企业求职时的感受，“传统车企好像就是传统守旧、思想僵化的代名词。”王珂有些无奈地表示。\n同样在传统车企工作多年，负责车辆调教工作的陈凡（化名）和他的同事们，近期也非常关注新造车科技公司的机会，“现在观望的人很多”，陈凡说。但据陈凡透露，截至目前身边还没有同事能够进入这些新科技公司。\n“他们（科技公司）看不上传统车企的人，都要搞软件的。”在这一点上，陈凡与王珂有着相似的感受。\n随着以小米为代表的科技企业入局造车，它们重金“招兵买马”的消息不断传出，这似乎让汽车从业人员有了更多“跳槽”的机会。但现实情况却并非如此。\n网络上一张由求职者提供的其与企业的对话截图，从另一个侧面印证着科技造车公司对传统车企人才的“排斥”：“这边是集度（百度和吉利的合资公司），但是我看你是在上汽大众是吧，集度明确表示不要传统汽车的。”\n但小米们开出的豪迈“饭票”，还是让众多车企人士蠢蠢欲动。“现在所有新企业正常招聘都是涨薪10%-30%，很牛的人就自己谈喽。”一位来自某传统车企的求职人士表示。而据新浪财经报道，360汽车招聘仅岗位的推荐奖金就共计达数十万元。\n由职场社交平台脉脉独家提供给经济观察报的一份数据显示，据统计，在新造车企业中，汽车圈里计划去滴滴的人最多，互动数量最高；其次是理想汽车，第三名是百度和吉利合作的集度汽车，第四名是小米汽车。\n一边是科技造车企业高薪招聘的信息不断更新，一边却是大量求职人员被拒之门外。“小米们”到底在找什么样的人？到底谁才是他们不惜拿出超百万年薪挖墙角的人才？\n1、选择性“挖角”\n在传统车企从业人员求职遭“冷遇”的同时，新造车企业却成了科技造车企业“挖人”的重点方向。\n在5月蔚来汽车的发布会上，蔚来创始人、董事长李斌感慨，“最近挖我们的人实在太多了，没办法，我们要把同事的信息都隐藏一下。”由于彼时正值百度、小米、滴滴等陆续宣布造车，这被认为是科技公司和“蔚小理”等新造车企业抢人大战的开始。与传统车企相比，这两类企业在造车理念和技术上被认为更加先进和超前。\n值得玩味的是，就在几年前，“蔚小理”还是“挖角者”的角色，曾高薪从传统车企挖人，而如今他们的员工也成了科技造车公司眼中的“香饽饽”。据报道，原蔚来汽车用户发展副总裁朱江或将加盟滴滴造车。而为了留住人才，有信息透露，新造车企业也已开始采取行动，或增加签订竞业协议，或增加员工持股，以此抵抗小米们的“挖墙脚”。\n“这（挖人）是很正常的，现在这个行业需要着它（人才）的速度已经远远超过了它供给的速度。当‘水池子’里没有水的时候，不得去别人那儿去找水喝吗？”在某新造车企业任职的Steven说。“如果有合适的机会，当然会考虑，为什么不呢？”Steven说。\n值得注意的是，传统车企从业人员求职遇阻，并不意味着科技新造车企业对传统车企的人才完全不感兴趣。一些高层管理人员，仍然是科技新造车企业的目标。\n近日有媒体爆料，小米汽车开出上亿天价“挖角”吉利汽车研究院院长胡峥楠，胡峥楠也将离开吉利加盟小米造车。但随后胡峥楠在朋友圈辟谣。吉利内部人员表示，胡峥楠“（在吉利研究院的）职位撤了，不过走没走还没有消息。”此外，另有信息显示，滴滴曾寻找副总级别的人物，开出的待遇超百万级，是传统车企的三倍以上。\n由于携重金入局，科技造车公司为了迅速组建团队普遍出手阔绰。360集团创始人、董事长周鸿掉更是亲自在社交媒体上广发英雄帖，表示“公司在薪酬待遇方面全面放开、全力支持。\n值得注意的是，“小米”们如今开放的岗位，主要是集中在自动驾驶研发等方面。从小米发布的招聘信息看，涉及自动驾驶数据平台、车载基础架构、决策规划、毫米波算法等20个岗位。360重金寻求的职位则包括感知融合算法、软件架构、信息安全、智能驾驶开发等岗位。\n这表明科技造车公司更加聚焦自动驾驶等核心技术的研发，因此当前这方面的从业人员可能获得更多的“跳槽”机会。\n而根据认证用户在脉脉上的发言，这些企业吸引他们的地方主要是在薪资方面，另外也有求职者自称是“米粉”，打出情怀牌。\n2、新从业“鄙视链”\n随着各方参与者陆续到位，造车阵营持续扩大，且派系逐渐分明。在这个过程中，形成了一条业内默认的就职“鄙视链”。\n在脉脉平台上，汽车从业者普遍认同，求职选择的优劣排序是：一二线新造车企业、传统车企孵化的新品牌、传统主机厂、二三线新造车企业。而在这些企业中，自动驾驶等前沿科技研发岗位更胜一筹。\n因此，加入自动驾驶行业的从业人员被认为是“上了岸”。赵钧（化名）是其中一个“幸运儿”。赵钧今年25岁，毕业刚几年，现在某科技企业担任无人驾驶项目工程师。在此之前，他在一家传统车企短暂工作。\n赵钧回忆称，自己求职时，现在的公司刚好在招聘，而且对于经验的丰富性要求较低。“面试时问了一些汽车行业测试常用工具的使用情况，以及一些简单的工具编程情况。”成功入职后，赵钧在公司做外包adas（高级驾驶辅助系统）测试。\n赵钧表示，决定进入现在这家公司，除了因为之前在传统车企的工作内容变更频繁，有些招架不住，另一个契机是其看到了一家知名公司CEO对未来自动驾驶看法的视频，这让他深受触动。“另外就是，传统车企的工资实在太低了，而且几乎不会涨薪。”赵钧说，他来到这家公司后，薪资水平和涨薪制度都优于传统车企。\n“更重要的是，我接触的东西多了，眼界开拓了，能够更清晰地看清未来的趋势。”基于此，赵钧能够接受现在公司较长的工作时长。“之前大小周，后来变成全单休，安排得特别满。”\n如果再换工作的话，赵钧称会选择新造车企业、互联网公司，或者自动驾驶创业公司。“原因无它，感觉这些背景的公司给的工钱更多。”\n对于是否考虑小米这类新科技造车公司，赵钧表示“考虑过，但目前来说，入行经验少，进不去，他们需要的基本都是三年经验起步的老人，来了就可以干活，现在行业发展太快，都希望可以快速落地商业化，没有公司太愿意花时间培养人，所以目前来说可能不会去。”\n尽管被认为已经处于从业“鄙视链”较顶端的位置，但赵钧说，他的同事们目前也在观望更多的机会。“（同事换工作）变动很频繁，（跳槽的意愿）也很强烈，他们对自动驾驶初创公司和新势力应该考虑的更多，很少听说有谁又回到长城吉利类的传统车企。”\n但并非所有人都对小米造车趋之若鹜，一些汽车从业人员对科技造车企业表现出“无感”。来自某新造车企业的Steven就表示，如果不是自己看好的公司，就算是被高薪挖，也不会去。\n“这个事（加入科技造车企业）其实暂时还不在我的考虑之内。因为我觉得，你如果加入一家企业，更多的是希望能够跟他一块成长。一个行业，如果你没有能够把做深做透的话，你的个人价值是不会得到非常明显提升的。”在40岁的Steven看来，科技造车企业更高的薪资对他而言已经不是第一吸引力。Steven2019年加入现在的新造车企业，在此之前就职于某科技公司。\n对于想跳槽到小米等科技造车企业的人，Steven建议可以再观察一下。“小米现在open的岗位大多和智能驾驶相关的这些行业有关，那么对于传统的动力总成方向、内外饰方向是不是有诉求我们还不知道，毕竟现在也不知道小米会以什么样的形式去做它的第一款车，是从0开始，还是合作代工都不确定。”Steven表示，在不同的制造模式下，“小米”们招聘的岗位也会非常不同。目前，小米代工绯闻对象不少，但均未确定。\n目前来看，新的造车者还在不断入局，造车赛道也将空前激烈。这意味着汽车圈的“抢人大战”将越来越激烈。\n集度汽车CEO夏一平在今年4月表示，当前集度汽车核心团队约100人，到明年年底计划扩大到2500-3000人。而这些人无疑将来源于其它企业人才库。如何在这波造车新浪潮中守住自己的人才储备，已成为每个企业都需要慎重考虑的问题。","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"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,"idStr":"3576276306027110","authorIdStr":"3576276306027110"},"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,"repost":{"id":"2142227762","pubTimestamp":1623355411,"share":"https://ttm.financial/m/news/2142227762?lang=&edition=fundamental","pubTime":"2021-06-11 04:03","market":"us","language":"zh","title":"中概网约车第一股！滴滴申请赴美上市","url":"https://stock-news.laohu8.com/highlight/detail?id=2142227762","media":"华尔街见闻","summary":"滴滴寻求以DIDI为代码在美国上市。更新中","content":"<blockquote>\n 摘要：滴滴已经历21轮融资，八年未有年度盈利，去年净亏16亿美元，今年一季度扭亏为盈净利逾8亿，上市前最大股东软银持股21.5%。稍早媒体称滴滴将7月开始交易，此前媒体称，通过IPO估值或高达1000亿美元。更新中\n</blockquote>\n<p>今年倍受关注的重磅中概股IPO终于浮出水面。</p>\n<p>美东时间6月10日周四，中国最大网约车公司滴滴出行公布向美国证监会（SEC）递交的赴美上市文件，寻求以DIDI为股票代码在交易所挂牌交易。</p>\n<p>滴滴今年上市的消息近几个月甚嚣尘上。3月有媒体称，滴滴寻求通过IPO让公司估值至少达1000亿美元，其上市可能融资约100亿美元，创2014年阿里巴巴上市以来美国中概股最大IPO。4月媒体称，滴滴已秘密递交在美上市申请，可能估值多达700亿到1000亿美元。本周稍早，华尔街见闻文章援引媒体消息称，滴滴即将提交在美上市公开申请, 将于7月开始交易，滴滴的估值可能达到700亿美元。</p>\n<p>八年未有年度盈利 去年净亏16亿美元 今年一季度扭亏为盈净利逾8亿</p>\n<p>2019年2月，滴滴CEO程维曾透露，滴滴2018年全年亏损109亿元，自2012年起从未盈利，6年累计亏损390亿元。去年5月，滴滴总裁柳青曾表示，核心网约车业务已经小幅盈利，国内市场在逐步恢复，不过柳青并未透露具体的盈利数据及指标。</p>\n<p>招股书显示，滴滴去年亏损明显扩大，营收下降，不复前年的两位数增长势头，凸显了新冠疫情的打击。截至去年，滴滴已有八年持续年度亏损，今年一季度终于扭亏为盈。</p>\n<p>2020年，滴滴营收1417亿元人民币（216亿美元），较2019年的1548亿元下降8.46%，2019年营收较2018年增长14.4%。今年第一季度，滴滴营收422亿元（64亿美元），约为去年同期的两倍。</p>\n<p>2020年，滴滴的净亏损为106亿元（16亿美元），较2019年亏损额97亿元扩大9.28%，2019年净亏损较2018年的150亿元收窄35.3%。今年一季度，滴滴实现净利润54.8亿元（8.37亿美元）。</p>\n<p>非GAAP口径下，2020年，滴滴的调整后息税折旧摊销前利润（EBITDA）录得亏损84亿元（13亿美元），是2019年调整后EBITDA亏损额28亿元的三倍，2018年调整后EBITDA亏损额为86亿元，今年一季度EBITDA亏损额为55亿元（8亿美元）。</p>\n<p>一季度LTM年活跃用户数4.93亿，同期LTM活跃驾驶员/司机0.15亿。</p>\n<p>经历21轮融资 逾40机构参投 软银、Uber、腾讯成三大股东</p>\n<p>成立九年来，滴滴见证了共享经济的兴盛和热捧，也面临着监管的压力和外界的质疑，一直在“烧钱”和融资的道路上挺进，迄今已有21次融资，融资总额超200亿美元。投资者中，苹果、丰田、腾讯、阿里巴巴、富士康等知名企业和高瓴资本、红杉资本等知名风投在列。据不完全统计，滴滴的投资人（机构）超过41个，其中很多是陪跑多年也加注多轮的老股东。</p>\n<p>招股书显示，上市前，软银旗下愿景基金持有滴滴21.5%的股份，是最大股东，第二大股东是持股12.8%的Uber。腾讯持股6.8%，仅次于持股7%的滴滴创始人、董事长兼CEO程维，是第三大机构股东。有投票权的股份中，软银、Uber和腾讯的持股分别仍占21.5%、12.8%和6.8%，程维持股15.4%。</p>\n<p>招股书中写道，软银委派的滴滴董事会成员Kentaro Matsui将在滴滴注册交表生效时辞任董事，并未透露是否有其他软银人选接替Matsui。</p>\n<p><img src=\"https://static.tigerbbs.com/8ce5eff3aa353e53f62bef09e5a67c6a\" tg-width=\"640\" tg-height=\"380\" referrerpolicy=\"no-referrer\"></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中概网约车第一股！滴滴申请赴美上市</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中概网约车第一股！滴滴申请赴美上市\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 04:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3632720><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：滴滴已经历21轮融资，八年未有年度盈利，去年净亏16亿美元，今年一季度扭亏为盈净利逾8亿，上市前最大股东软银持股21.5%。稍早媒体称滴滴将7月开始交易，此前媒体称，通过IPO估值或高达1000亿美元。更新中\n\n今年倍受关注的重磅中概股IPO终于浮出水面。\n美东时间6月10日周四，中国最大网约车公司滴滴出行公布向美国证监会（SEC）递交的赴美上市文件，寻求以DIDI为股票代码在交易所挂牌交易...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3632720\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bf210b0a9da00c82cb2c925171714e26","relate_stocks":{"QLD":"纳指两倍做多ETF","CYB":"人民币ETF-WisdomTree Dreyfus","QQQ":"纳指100ETF","TQQQ":"纳指三倍做多ETF","QID":"纳指两倍做空ETF","PSQ":"纳指反向ETF","SQQQ":"纳指三倍做空ETF"},"source_url":"https://wallstreetcn.com/articles/3632720","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142227762","content_text":"摘要：滴滴已经历21轮融资，八年未有年度盈利，去年净亏16亿美元，今年一季度扭亏为盈净利逾8亿，上市前最大股东软银持股21.5%。稍早媒体称滴滴将7月开始交易，此前媒体称，通过IPO估值或高达1000亿美元。更新中\n\n今年倍受关注的重磅中概股IPO终于浮出水面。\n美东时间6月10日周四，中国最大网约车公司滴滴出行公布向美国证监会（SEC）递交的赴美上市文件，寻求以DIDI为股票代码在交易所挂牌交易。\n滴滴今年上市的消息近几个月甚嚣尘上。3月有媒体称，滴滴寻求通过IPO让公司估值至少达1000亿美元，其上市可能融资约100亿美元，创2014年阿里巴巴上市以来美国中概股最大IPO。4月媒体称，滴滴已秘密递交在美上市申请，可能估值多达700亿到1000亿美元。本周稍早，华尔街见闻文章援引媒体消息称，滴滴即将提交在美上市公开申请, 将于7月开始交易，滴滴的估值可能达到700亿美元。\n八年未有年度盈利 去年净亏16亿美元 今年一季度扭亏为盈净利逾8亿\n2019年2月，滴滴CEO程维曾透露，滴滴2018年全年亏损109亿元，自2012年起从未盈利，6年累计亏损390亿元。去年5月，滴滴总裁柳青曾表示，核心网约车业务已经小幅盈利，国内市场在逐步恢复，不过柳青并未透露具体的盈利数据及指标。\n招股书显示，滴滴去年亏损明显扩大，营收下降，不复前年的两位数增长势头，凸显了新冠疫情的打击。截至去年，滴滴已有八年持续年度亏损，今年一季度终于扭亏为盈。\n2020年，滴滴营收1417亿元人民币（216亿美元），较2019年的1548亿元下降8.46%，2019年营收较2018年增长14.4%。今年第一季度，滴滴营收422亿元（64亿美元），约为去年同期的两倍。\n2020年，滴滴的净亏损为106亿元（16亿美元），较2019年亏损额97亿元扩大9.28%，2019年净亏损较2018年的150亿元收窄35.3%。今年一季度，滴滴实现净利润54.8亿元（8.37亿美元）。\n非GAAP口径下，2020年，滴滴的调整后息税折旧摊销前利润（EBITDA）录得亏损84亿元（13亿美元），是2019年调整后EBITDA亏损额28亿元的三倍，2018年调整后EBITDA亏损额为86亿元，今年一季度EBITDA亏损额为55亿元（8亿美元）。\n一季度LTM年活跃用户数4.93亿，同期LTM活跃驾驶员/司机0.15亿。\n经历21轮融资 逾40机构参投 软银、Uber、腾讯成三大股东\n成立九年来，滴滴见证了共享经济的兴盛和热捧，也面临着监管的压力和外界的质疑，一直在“烧钱”和融资的道路上挺进，迄今已有21次融资，融资总额超200亿美元。投资者中，苹果、丰田、腾讯、阿里巴巴、富士康等知名企业和高瓴资本、红杉资本等知名风投在列。据不完全统计，滴滴的投资人（机构）超过41个，其中很多是陪跑多年也加注多轮的老股东。\n招股书显示，上市前，软银旗下愿景基金持有滴滴21.5%的股份，是最大股东，第二大股东是持股12.8%的Uber。腾讯持股6.8%，仅次于持股7%的滴滴创始人、董事长兼CEO程维，是第三大机构股东。有投票权的股份中，软银、Uber和腾讯的持股分别仍占21.5%、12.8%和6.8%，程维持股15.4%。\n招股书中写道，软银委派的滴滴董事会成员Kentaro Matsui将在滴滴注册交表生效时辞任董事，并未透露是否有其他软银人选接替Matsui。","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"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,"idStr":"3576276306027110","authorIdStr":"3576276306027110"},"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://ttm.financial/m/news/1100031374?lang=&edition=fundamental","pubTime":"2021-09-14 10:40","market":"fut","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":494,"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,"idStr":"3576276306027110","authorIdStr":"3576276306027110"},"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://ttm.financial/m/news/1142153860?lang=&edition=fundamental","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":{"GS":"高盛","BABA":"阿里巴巴"},"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":45,"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,"idStr":"3576276306027110","authorIdStr":"3576276306027110"},"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://ttm.financial/m/news/1182732821?lang=&edition=fundamental","pubTime":"2021-07-15 23:32","market":"hk","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":92,"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,"idStr":"3576276306027110","authorIdStr":"3576276306027110"},"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,"repost":{"id":"1146550873","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":1625875263,"share":"https://ttm.financial/m/news/1146550873?lang=&edition=fundamental","pubTime":"2021-07-10 08:01","market":"us","language":"zh","title":"昨夜今晨：美股全线反弹标普500再创新高，滴滴涨7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1146550873","media":"老虎资讯综合","summary":"7月9日（周五），美国10年期国债收益率反弹至1.3%以上，金融股受益，带动道指强势反弹超450点；本周疲软的科技股及中概股均强势反弹，纳指收盘录得近1%涨幅；标普500指数则续创收盘新高。\n截至收盘","content":"<p>7月9日（周五），美国10年期国债收益率反弹至1.3%以上，金融股受益，带动道指强势反弹超450点；本周疲软的科技股及中概股均强势反弹，纳指收盘录得近1%涨幅；<b>标普500指数则续创收盘新高。</b></p>\n<p>截至收盘，道琼斯指数涨448.23点，涨幅1.3%，报34870.16点；标普500指数涨48.73点，涨幅1.13%，报4369.55点；纳斯达克综合指数涨142.13点，涨幅0.98%，报14701.92点。</p>\n<p><img src=\"https://static.tigerbbs.com/ac9988422c990e03c53b29e4b5d5c3e9\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>道指本周涨幅0.24%，纳指涨0.43%，标普500指数涨0.4%。</p>\n<p>消息面上，美联储在其半年度货币政策报告中表示，新冠疫苗接种计划的扩大帮助美国经济实现了强劲反弹，货币政策将继续为经济提供“强有力支持”。在宽松的货币和财政政策支持下，疫苗接种方面的进展推动经济重新开放并强劲增长，但是，疫情的影响继续给美国经济带来压力，就业仍远低于疫情爆发前的水平。</p>\n<p>报告指出，美联储的资产购买行动及其有关在实现通胀和就业目标前不加息的承诺，将有助于确保货币政策继续为经济提供强有力支持，直至实现完全复苏。</p>\n<p>巴克莱策略师Joseph Abate表示：“有报道称现金从银行流向货币基金，从国库券流向美联储逆回购工具，预计会造成资金市场波动，对此我行持怀疑观点。”自美联储上月提高逆回购利率以来，逆回购工具余额有所下降。在短期国库券供应方面，债务上限即将恢复，使未来几个月的预测更加复杂。</p>\n<p>Abate预计今年夏天美国财政部可能需要减少发行量以保留发债空间，这将使国库券收益率低于逆回购利率。以现有的交易对手限制，预计美联储逆回购工具可轻松满足1.2-1.3万亿美元的潜在需求。</p>\n<p><b>个股行情</b></p>\n<p>盘面上，本周持续跑输大盘的小盘股和热门中概股扬眉吐气。<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>结束四日连跌，创上市七日来第二大收盘涨幅。连续两日跌超9%的<a href=\"https://laohu8.com/S/EDU\">新东方</a>盘中曾涨超7%。周四被监管方点名的<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>和<a href=\"https://laohu8.com/S/PDD\">拼多多</a>也都反弹。截至收盘，滴滴涨超7%，Boss直聘涨超15%，<a href=\"https://laohu8.com/S/KC\">金山云</a>涨超7%，<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>涨超11%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超6%，新东方涨超5%，贝壳涨超4%，百度涨超3%、京东涨超3%。</p>\n<p><img src=\"https://static.tigerbbs.com/7916493c26c665d8fd529a71b0d19294\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>金融股普涨。<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>涨近2%，花旗集团涨超2%，<a href=\"https://laohu8.com/S/WFC\">富国银行</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、<a href=\"https://laohu8.com/S/GS\">高盛</a>涨超3%。</p>\n<p>其它重要个股</p>\n<p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>收涨1.31%，股价续刷历史高位;</p>\n<p><a href=\"https://laohu8.com/S/GM\">通用汽车</a>收涨4.82%，第二季度在华交付量同比增长5.3%;</p>\n<p><a href=\"https://laohu8.com/S/BIIB\">百健</a>收跌2.95%，FDA将就其阿尔茨海默病药物的审批过程进行调查;</p>\n<p>DraftKings收涨1.72%，不久前公司宣布与美国职棒大联盟延长合作协议;</p>\n<p>Paypal收涨1.75%，股价收复300美元关口，此前获奥本海默看高至342美元;</p>\n<p><a href=\"https://laohu8.com/S/TSM\">台积电</a>收涨2.28%，6月销售额同比增长23%至14847亿台币。</p>\n<p><b>大宗商品</b></p>\n<p>美油布油分创近三周和七周最大涨幅，但七周来首周累跌</p>\n<p>国际原油期货连续第二日上涨，但未能扭转全周累计下跌之势。</p>\n<p>美国WTI 8月原油期货收涨2.22%，报74.56美元/桶，创6月21日以来即月合约最大收盘涨幅，本周首度收盘升破74美元；布伦特9月原油期货收涨1.93%，报75.55美元/桶，创5月24日以来主力合约最大收盘涨幅，最近四日首次收盘站上75美元。</p>\n<p>本周美油和布油均累跌约0.8%，结束六周连涨。这主要源于周二美油和布油分别跌超2%和3%，创5月19日以来最大收盘跌幅，周三又都跌超1%。</p>\n<p><img src=\"https://static.tigerbbs.com/6a03a788005bb065d24a2d74434a71bf\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>美国汽油和天然气期货涨跌各异。NYMEX 8月汽油期货收涨1.6%，报2.929美元/加仑，连涨两日，但本周累跌0.3%，上周涨近1.8%。NYMEX 8月天然气期货收跌0.4%，报3.674美元/百万英热单位，回吐周四部分涨幅，本周累跌0.7%，上周累涨5.7%。</p>\n<p>周四刚刚结束五日连涨的纽约黄金期货反弹，站稳1800美元关口。COMEX 8月黄金期货收涨0.6%，报1810.60美元/盎司，继周三之后本周再创6月16日以来新高，也是6月16日以来首次收盘升破1810美元。</p>\n<p>本周期金累涨1.53%，连续第三周上涨，并创5月21日一周以来最大单周涨幅，这得益于全周有两天都创三周左右新高。纽约期银结束三日连跌，收涨1%，但本周累跌1%，终结两周连涨。铂金也告别三日连跌，因收涨2%而本周累涨0.7%。钯金反弹，收涨不到0.1%，本周累涨0.7%，和铂金均连涨两周。</p>\n<p><img src=\"https://static.tigerbbs.com/64627cb856639945b177b60d9993b192\" 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>昨夜今晨：美股全线反弹标普500再创新高，滴滴涨7%</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：美股全线反弹标普500再创新高，滴滴涨7%\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\">2021-07-10 08:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月9日（周五），美国10年期国债收益率反弹至1.3%以上，金融股受益，带动道指强势反弹超450点；本周疲软的科技股及中概股均强势反弹，纳指收盘录得近1%涨幅；<b>标普500指数则续创收盘新高。</b></p>\n<p>截至收盘，道琼斯指数涨448.23点，涨幅1.3%，报34870.16点；标普500指数涨48.73点，涨幅1.13%，报4369.55点；纳斯达克综合指数涨142.13点，涨幅0.98%，报14701.92点。</p>\n<p><img src=\"https://static.tigerbbs.com/ac9988422c990e03c53b29e4b5d5c3e9\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>道指本周涨幅0.24%，纳指涨0.43%，标普500指数涨0.4%。</p>\n<p>消息面上，美联储在其半年度货币政策报告中表示，新冠疫苗接种计划的扩大帮助美国经济实现了强劲反弹，货币政策将继续为经济提供“强有力支持”。在宽松的货币和财政政策支持下，疫苗接种方面的进展推动经济重新开放并强劲增长，但是，疫情的影响继续给美国经济带来压力，就业仍远低于疫情爆发前的水平。</p>\n<p>报告指出，美联储的资产购买行动及其有关在实现通胀和就业目标前不加息的承诺，将有助于确保货币政策继续为经济提供强有力支持，直至实现完全复苏。</p>\n<p>巴克莱策略师Joseph Abate表示：“有报道称现金从银行流向货币基金，从国库券流向美联储逆回购工具，预计会造成资金市场波动，对此我行持怀疑观点。”自美联储上月提高逆回购利率以来，逆回购工具余额有所下降。在短期国库券供应方面，债务上限即将恢复，使未来几个月的预测更加复杂。</p>\n<p>Abate预计今年夏天美国财政部可能需要减少发行量以保留发债空间，这将使国库券收益率低于逆回购利率。以现有的交易对手限制，预计美联储逆回购工具可轻松满足1.2-1.3万亿美元的潜在需求。</p>\n<p><b>个股行情</b></p>\n<p>盘面上，本周持续跑输大盘的小盘股和热门中概股扬眉吐气。<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>结束四日连跌，创上市七日来第二大收盘涨幅。连续两日跌超9%的<a href=\"https://laohu8.com/S/EDU\">新东方</a>盘中曾涨超7%。周四被监管方点名的<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>和<a href=\"https://laohu8.com/S/PDD\">拼多多</a>也都反弹。截至收盘，滴滴涨超7%，Boss直聘涨超15%，<a href=\"https://laohu8.com/S/KC\">金山云</a>涨超7%，<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>涨超11%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超6%，新东方涨超5%，贝壳涨超4%，百度涨超3%、京东涨超3%。</p>\n<p><img src=\"https://static.tigerbbs.com/7916493c26c665d8fd529a71b0d19294\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>金融股普涨。<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>涨近2%，花旗集团涨超2%，<a href=\"https://laohu8.com/S/WFC\">富国银行</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、<a href=\"https://laohu8.com/S/GS\">高盛</a>涨超3%。</p>\n<p>其它重要个股</p>\n<p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>收涨1.31%，股价续刷历史高位;</p>\n<p><a href=\"https://laohu8.com/S/GM\">通用汽车</a>收涨4.82%，第二季度在华交付量同比增长5.3%;</p>\n<p><a href=\"https://laohu8.com/S/BIIB\">百健</a>收跌2.95%，FDA将就其阿尔茨海默病药物的审批过程进行调查;</p>\n<p>DraftKings收涨1.72%，不久前公司宣布与美国职棒大联盟延长合作协议;</p>\n<p>Paypal收涨1.75%，股价收复300美元关口，此前获奥本海默看高至342美元;</p>\n<p><a href=\"https://laohu8.com/S/TSM\">台积电</a>收涨2.28%，6月销售额同比增长23%至14847亿台币。</p>\n<p><b>大宗商品</b></p>\n<p>美油布油分创近三周和七周最大涨幅，但七周来首周累跌</p>\n<p>国际原油期货连续第二日上涨，但未能扭转全周累计下跌之势。</p>\n<p>美国WTI 8月原油期货收涨2.22%，报74.56美元/桶，创6月21日以来即月合约最大收盘涨幅，本周首度收盘升破74美元；布伦特9月原油期货收涨1.93%，报75.55美元/桶，创5月24日以来主力合约最大收盘涨幅，最近四日首次收盘站上75美元。</p>\n<p>本周美油和布油均累跌约0.8%，结束六周连涨。这主要源于周二美油和布油分别跌超2%和3%，创5月19日以来最大收盘跌幅，周三又都跌超1%。</p>\n<p><img src=\"https://static.tigerbbs.com/6a03a788005bb065d24a2d74434a71bf\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>美国汽油和天然气期货涨跌各异。NYMEX 8月汽油期货收涨1.6%，报2.929美元/加仑，连涨两日，但本周累跌0.3%，上周涨近1.8%。NYMEX 8月天然气期货收跌0.4%，报3.674美元/百万英热单位，回吐周四部分涨幅，本周累跌0.7%，上周累涨5.7%。</p>\n<p>周四刚刚结束五日连涨的纽约黄金期货反弹，站稳1800美元关口。COMEX 8月黄金期货收涨0.6%，报1810.60美元/盎司，继周三之后本周再创6月16日以来新高，也是6月16日以来首次收盘升破1810美元。</p>\n<p>本周期金累涨1.53%，连续第三周上涨，并创5月21日一周以来最大单周涨幅，这得益于全周有两天都创三周左右新高。纽约期银结束三日连跌，收涨1%，但本周累跌1%，终结两周连涨。铂金也告别三日连跌，因收涨2%而本周累涨0.7%。钯金反弹，收涨不到0.1%，本周累涨0.7%，和铂金均连涨两周。</p>\n<p><img src=\"https://static.tigerbbs.com/64627cb856639945b177b60d9993b192\" 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/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146550873","content_text":"7月9日（周五），美国10年期国债收益率反弹至1.3%以上，金融股受益，带动道指强势反弹超450点；本周疲软的科技股及中概股均强势反弹，纳指收盘录得近1%涨幅；标普500指数则续创收盘新高。\n截至收盘，道琼斯指数涨448.23点，涨幅1.3%，报34870.16点；标普500指数涨48.73点，涨幅1.13%，报4369.55点；纳斯达克综合指数涨142.13点，涨幅0.98%，报14701.92点。\n\n道指本周涨幅0.24%，纳指涨0.43%，标普500指数涨0.4%。\n消息面上，美联储在其半年度货币政策报告中表示，新冠疫苗接种计划的扩大帮助美国经济实现了强劲反弹，货币政策将继续为经济提供“强有力支持”。在宽松的货币和财政政策支持下，疫苗接种方面的进展推动经济重新开放并强劲增长，但是，疫情的影响继续给美国经济带来压力，就业仍远低于疫情爆发前的水平。\n报告指出，美联储的资产购买行动及其有关在实现通胀和就业目标前不加息的承诺，将有助于确保货币政策继续为经济提供强有力支持，直至实现完全复苏。\n巴克莱策略师Joseph Abate表示：“有报道称现金从银行流向货币基金，从国库券流向美联储逆回购工具，预计会造成资金市场波动，对此我行持怀疑观点。”自美联储上月提高逆回购利率以来，逆回购工具余额有所下降。在短期国库券供应方面，债务上限即将恢复，使未来几个月的预测更加复杂。\nAbate预计今年夏天美国财政部可能需要减少发行量以保留发债空间，这将使国库券收益率低于逆回购利率。以现有的交易对手限制，预计美联储逆回购工具可轻松满足1.2-1.3万亿美元的潜在需求。\n个股行情\n盘面上，本周持续跑输大盘的小盘股和热门中概股扬眉吐气。滴滴结束四日连跌，创上市七日来第二大收盘涨幅。连续两日跌超9%的新东方盘中曾涨超7%。周四被监管方点名的阿里巴巴和拼多多也都反弹。截至收盘，滴滴涨超7%，Boss直聘涨超15%，金山云涨超7%，小牛电动涨超11%，哔哩哔哩涨超6%，新东方涨超5%，贝壳涨超4%，百度涨超3%、京东涨超3%。\n\n金融股普涨。瑞士信贷涨近2%，花旗集团涨超2%，富国银行、摩根士丹利、高盛涨超3%。\n其它重要个股\n苹果收涨1.31%，股价续刷历史高位;\n通用汽车收涨4.82%，第二季度在华交付量同比增长5.3%;\n百健收跌2.95%，FDA将就其阿尔茨海默病药物的审批过程进行调查;\nDraftKings收涨1.72%，不久前公司宣布与美国职棒大联盟延长合作协议;\nPaypal收涨1.75%，股价收复300美元关口，此前获奥本海默看高至342美元;\n台积电收涨2.28%，6月销售额同比增长23%至14847亿台币。\n大宗商品\n美油布油分创近三周和七周最大涨幅，但七周来首周累跌\n国际原油期货连续第二日上涨，但未能扭转全周累计下跌之势。\n美国WTI 8月原油期货收涨2.22%，报74.56美元/桶，创6月21日以来即月合约最大收盘涨幅，本周首度收盘升破74美元；布伦特9月原油期货收涨1.93%，报75.55美元/桶，创5月24日以来主力合约最大收盘涨幅，最近四日首次收盘站上75美元。\n本周美油和布油均累跌约0.8%，结束六周连涨。这主要源于周二美油和布油分别跌超2%和3%，创5月19日以来最大收盘跌幅，周三又都跌超1%。\n\n美国汽油和天然气期货涨跌各异。NYMEX 8月汽油期货收涨1.6%，报2.929美元/加仑，连涨两日，但本周累跌0.3%，上周涨近1.8%。NYMEX 8月天然气期货收跌0.4%，报3.674美元/百万英热单位，回吐周四部分涨幅，本周累跌0.7%，上周累涨5.7%。\n周四刚刚结束五日连涨的纽约黄金期货反弹，站稳1800美元关口。COMEX 8月黄金期货收涨0.6%，报1810.60美元/盎司，继周三之后本周再创6月16日以来新高，也是6月16日以来首次收盘升破1810美元。\n本周期金累涨1.53%，连续第三周上涨，并创5月21日一周以来最大单周涨幅，这得益于全周有两天都创三周左右新高。纽约期银结束三日连跌，收涨1%，但本周累跌1%，终结两周连涨。铂金也告别三日连跌，因收涨2%而本周累涨0.7%。钯金反弹，收涨不到0.1%，本周累涨0.7%，和铂金均连涨两周。","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":133592547,"gmtCreate":1621764469689,"gmtModify":1704362202541,"author":{"id":"3576276306027110","authorId":"3576276306027110","name":"xiaochen10","avatar":"https://static.tigerbbs.com/5b1ab0cdd6be0408a7de20a01c26885a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576276306027110","authorIdStr":"3576276306027110"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/133592547","repostId":"1174075999","repostType":4,"repost":{"id":"1174075999","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1621607834,"share":"https://ttm.financial/m/news/1174075999?lang=&edition=fundamental","pubTime":"2021-05-21 22:37","market":"us","language":"en","title":"Crypto stocks tumbled again on China's crackdown on bitcoin mining and trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1174075999","media":"Tiger Newspress","summary":"Cryptocurrencies have fallen,Bitcoin fell below $38000 per coin, down 6.65% in the day;while Ethereum fell below $2500 per coin, down more than 14%.In a statement from Chinese Vice Premier Liu He and the State Council, authorities said tighter regulation is needed to protect the financial system.The statement, released late Friday in China time, said it is necessary to \"crack down on Bitcoin mining and trading behavior, and resolutely prevent the transmission of individual risks to the social fi","content":"<p>Crypto stocks tumbled again on China's crackdown on bitcoin mining and trading.</p><p>Cryptocurrencies have fallen,Bitcoin fell below $38000 per coin, down 6.65% in the day;while Ethereum&nbsp;fell below $2500 per coin, down more than 14%.</p><p>In a statement from Chinese Vice Premier Liu He and the State Council, authorities said tighter regulation is needed to protect the financial system.</p><p>The statement, released late Friday in China time, said it is necessary to \"crack down on Bitcoin mining and trading behavior, and resolutely prevent the transmission of individual risks to the social field.\"</p><p><img src=\"https://static.tigerbbs.com/d135c4771b39f0a7bc8af9a06844785e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/4448bb0f18a487f50bea1c8ba9816936\" tg-width=\"414\" tg-height=\"727\" 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>Crypto stocks tumbled again on China's crackdown on bitcoin mining and trading</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{ 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#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\">\nCrypto stocks tumbled again on China's crackdown on bitcoin mining and trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2021-05-21 22:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Crypto stocks tumbled again on China's crackdown on bitcoin mining and trading.</p><p>Cryptocurrencies have fallen,Bitcoin fell below $38000 per coin, down 6.65% in the day;while Ethereum&nbsp;fell below $2500 per coin, down more than 14%.</p><p>In a statement from Chinese Vice Premier Liu He and the State Council, authorities said tighter regulation is needed to protect the financial system.</p><p>The statement, released late Friday in China time, said it is necessary to \"crack down on Bitcoin mining and trading behavior, and resolutely prevent the transmission of individual risks to the social field.\"</p><p><img src=\"https://static.tigerbbs.com/d135c4771b39f0a7bc8af9a06844785e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/4448bb0f18a487f50bea1c8ba9816936\" tg-width=\"414\" tg-height=\"727\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOS":"SOS Limited","MARA":"Marathon Digital Holdings Inc","XNET":"迅雷","COIN":"Coinbase Global, Inc.","BTBT":"Bit Digital, Inc.","NCTY":"第九城市","CAN":"嘉楠科技","SQ":"Block","RIOT":"Riot Platforms","BTCM":"BIT Mining","EBON":"亿邦国际"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174075999","content_text":"Crypto stocks tumbled again on China's crackdown on bitcoin mining and trading.Cryptocurrencies have fallen,Bitcoin fell below $38000 per coin, down 6.65% in the day;while Ethereum fell below $2500 per coin, down more than 14%.In a statement from Chinese Vice Premier Liu He and the State Council, authorities said tighter regulation is needed to protect the financial system.The statement, released late Friday in China time, said it is necessary to \"crack down on Bitcoin mining and trading behavior, and resolutely prevent the transmission of individual risks to the social field.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":12,"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,"idStr":"3576276306027110","authorIdStr":"3576276306027110"},"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://ttm.financial/m/news/2126053673?lang=&edition=fundamental","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":146,"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,"idStr":"3576276306027110","authorIdStr":"3576276306027110"},"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://ttm.financial/m/news/1199154789?lang=&edition=fundamental","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>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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":109,"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,"idStr":"3576276306027110","authorIdStr":"3576276306027110"},"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://ttm.financial/m/news/2164680809?lang=&edition=fundamental","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":417,"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,"idStr":"3576276306027110","authorIdStr":"3576276306027110"},"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://ttm.financial/m/news/1128135952?lang=&edition=fundamental","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{ 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":421,"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,"idStr":"3576276306027110","authorIdStr":"3576276306027110"},"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://ttm.financial/m/news/1181343924?lang=&edition=fundamental","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","03086":"华夏纳指","09086":"华夏纳指-U"},"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":22,"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,"idStr":"3576276306027110","authorIdStr":"3576276306027110"},"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://ttm.financial/m/news/1121493911?lang=&edition=fundamental","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":191,"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,"idStr":"3576276306027110","authorIdStr":"3576276306027110"},"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://ttm.financial/m/news/1176185879?lang=&edition=fundamental","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\" 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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":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}