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2021-09-08

$Sundial Growers Inc.(SNDL)$upupup

2021-09-03

$SINGAPORE EXCHANGE LIMITED(S68.SI)$goooooo

2021-08-30

$Sundial Growers Inc.(SNDL)$up please

2021-08-27

$Sundial Growers Inc.(SNDL)$How going on?

2021-08-25

$Yunji(YJ)$can up?

2021-08-24

Go?

@华商韬略:中國第一個開勞斯萊斯的男人癡呆之後

2021-08-24

$Sundial Growers Inc.(SNDL)$how

2021-08-22

$Sundial Growers Inc.(SNDL)$no more grow up?

2021-08-19

$India Globalization Capital(IGC)$Can?

2021-08-16

Gogp

2021-08-16

$India Globalization Capital(IGC)$gogo

2021-08-13

Can up?

2021-08-09

$Sundial Growers Inc.(SNDL)$upupup

2021-08-09

$Sundial Growers Inc.(SNDL)$Upupup

2021-08-04

$Sundial Growers Inc.(SNDL)$can up?

2021-08-04

no good

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2021-08-03

Can go

Sorry, the original content has been removed

2021-08-03

$India Globalization Capital(IGC)$gogogo

2021-07-30

$Sundial Growers Inc.(SNDL)$gogogo

2021-07-29

$India Globalization Capital(IGC)$can go?

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作 者丨華商韜略 華商韜略·華商名人堂 ID：hstl8888 圖片：網絡、圖蟲創意 &nbsp;本文原發於2019年7月5日&nbsp; 70億鉅額遺產從天而降。 他站在街上向人們扔錢，他捐款給那些扯謊賣慘的戲精，他身邊聚集着一堆對金錢眼紅耳熱的親信和騙子，他的家人離他而去。 從2016年被曝患病至今，快三年了，曾高調做慈善、出書、上節目的傳奇富豪李春平幾乎再沒有公開露過面。 他被診斷爲阿爾茨海默症，俗稱老年癡呆。 2017年2月26日，爲了打破患病流言，身邊工作人員安排他直播慶祝68歲生日會。宴會伊始，他口齒不清地說了幾句話就開始“呵呵呵”地笑，主持人趕緊搶過話筒，直播提前中斷。 幾十名保姆、護理、保鏢圍着他轉。他被染了頭髮，周遭擺滿他年輕時高大帥氣的藝術照和部分名貴藏品。各路濃妝豔抹的走穴歌手和會所女子爲他祝壽。 宴會中途，神色飄忽的李春平眼見坐不住了，被身邊的保鏢至少按住三次。 他的家人沒有出席。 他的親妹妹，以及傳聞中與他交往近十年的情人和情人爲他生的小兒子都不見蹤影。 準確地說，自他患病起，追隨在他身邊的各路稱兄道弟的“社會人”就與他的家人形成兩股對老爺子監護權的搶奪勢力。 李家人控訴“社會人”把李春平洗腦了，“他們變着法兒地騙他錢”。“社會人”一派則堅稱李春平沒病，一切都是他自願的。 有媒體跑到李春平長年定居的溫泉會館探訪他，發現他眼神聚不上焦，吃飯時湯水順着嘴角流下來，說話總是重複，聊沒幾句就讓人走。 一名照顧他的保姆私下說：他現在瘋瘋癲癲，每天就是不停地吃，逮着藥一大把就往嘴裏塞，一言不合就動手，“我們非常害怕”。 除了老年癡呆，李春平一直有糖尿病。怕自己血糖過高，他每天要測很多次血糖，手上紮了無數針眼，“兩隻手的無名指和中指都戳黑了。”[1] 就是這麼一個神志不清的老頭兒，依然擋不住上門揩油的人。 身邊的人","listText":"“他現在就是個提線木偶，不知道有誰可以相信。” 作 者丨華商韜略 華商韜略·華商名人堂 ID：hstl8888 圖片：網絡、圖蟲創意 &nbsp;本文原發於2019年7月5日&nbsp; 70億鉅額遺產從天而降。 他站在街上向人們扔錢，他捐款給那些扯謊賣慘的戲精，他身邊聚集着一堆對金錢眼紅耳熱的親信和騙子，他的家人離他而去。 從2016年被曝患病至今，快三年了，曾高調做慈善、出書、上節目的傳奇富豪李春平幾乎再沒有公開露過面。 他被診斷爲阿爾茨海默症，俗稱老年癡呆。 2017年2月26日，爲了打破患病流言，身邊工作人員安排他直播慶祝68歲生日會。宴會伊始，他口齒不清地說了幾句話就開始“呵呵呵”地笑，主持人趕緊搶過話筒，直播提前中斷。 幾十名保姆、護理、保鏢圍着他轉。他被染了頭髮，周遭擺滿他年輕時高大帥氣的藝術照和部分名貴藏品。各路濃妝豔抹的走穴歌手和會所女子爲他祝壽。 宴會中途，神色飄忽的李春平眼見坐不住了，被身邊的保鏢至少按住三次。 他的家人沒有出席。 他的親妹妹，以及傳聞中與他交往近十年的情人和情人爲他生的小兒子都不見蹤影。 準確地說，自他患病起，追隨在他身邊的各路稱兄道弟的“社會人”就與他的家人形成兩股對老爺子監護權的搶奪勢力。 李家人控訴“社會人”把李春平洗腦了，“他們變着法兒地騙他錢”。“社會人”一派則堅稱李春平沒病，一切都是他自願的。 有媒體跑到李春平長年定居的溫泉會館探訪他，發現他眼神聚不上焦，吃飯時湯水順着嘴角流下來，說話總是重複，聊沒幾句就讓人走。 一名照顧他的保姆私下說：他現在瘋瘋癲癲，每天就是不停地吃，逮着藥一大把就往嘴裏塞，一言不合就動手，“我們非常害怕”。 除了老年癡呆，李春平一直有糖尿病。怕自己血糖過高，他每天要測很多次血糖，手上紮了無數針眼，“兩隻手的無名指和中指都戳黑了。”[1] 就是這麼一個神志不清的老頭兒，依然擋不住上門揩油的人。 身邊的人","text":"“他現在就是個提線木偶，不知道有誰可以相信。” 作 者丨華商韜略 華商韜略·華商名人堂 ID：hstl8888 圖片：網絡、圖蟲創意 本文原發於2019年7月5日 70億鉅額遺產從天而降。 他站在街上向人們扔錢，他捐款給那些扯謊賣慘的戲精，他身邊聚集着一堆對金錢眼紅耳熱的親信和騙子，他的家人離他而去。 從2016年被曝患病至今，快三年了，曾高調做慈善、出書、上節目的傳奇富豪李春平幾乎再沒有公開露過面。 他被診斷爲阿爾茨海默症，俗稱老年癡呆。 2017年2月26日，爲了打破患病流言，身邊工作人員安排他直播慶祝68歲生日會。宴會伊始，他口齒不清地說了幾句話就開始“呵呵呵”地笑，主持人趕緊搶過話筒，直播提前中斷。 幾十名保姆、護理、保鏢圍着他轉。他被染了頭髮，周遭擺滿他年輕時高大帥氣的藝術照和部分名貴藏品。各路濃妝豔抹的走穴歌手和會所女子爲他祝壽。 宴會中途，神色飄忽的李春平眼見坐不住了，被身邊的保鏢至少按住三次。 他的家人沒有出席。 他的親妹妹，以及傳聞中與他交往近十年的情人和情人爲他生的小兒子都不見蹤影。 準確地說，自他患病起，追隨在他身邊的各路稱兄道弟的“社會人”就與他的家人形成兩股對老爺子監護權的搶奪勢力。 李家人控訴“社會人”把李春平洗腦了，“他們變着法兒地騙他錢”。“社會人”一派則堅稱李春平沒病，一切都是他自願的。 有媒體跑到李春平長年定居的溫泉會館探訪他，發現他眼神聚不上焦，吃飯時湯水順着嘴角流下來，說話總是重複，聊沒幾句就讓人走。 一名照顧他的保姆私下說：他現在瘋瘋癲癲，每天就是不停地吃，逮着藥一大把就往嘴裏塞，一言不合就動手，“我們非常害怕”。 除了老年癡呆，李春平一直有糖尿病。怕自己血糖過高，他每天要測很多次血糖，手上紮了無數針眼，“兩隻手的無名指和中指都戳黑了。”[1] 就是這麼一個神志不清的老頭兒，依然擋不住上門揩油的人。 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Inc.(SNDL)$Upupup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/898471687","isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803150744,"gmtCreate":1627429206288,"gmtModify":1703489638270,"author":{"id":"3581935244556244","authorId":"3581935244556244","name":"wewinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581935244556244","authorIdStr":"3581935244556244"},"themes":[],"htmlText":"Any idea&nbsp;","listText":"Any idea&nbsp;","text":"Any idea","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803150744","repostId":"1107695613","repostType":4,"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174332240,"gmtCreate":1627076280180,"gmtModify":1703483719107,"author":{"id":"3581935244556244","authorId":"3581935244556244","name":"wewinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581935244556244","authorIdStr":"3581935244556244"},"themes":[],"htmlText":"Like that&nbsp;","listText":"Like that&nbsp;","text":"Like that","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174332240","repostId":"2153983997","repostType":4,"repost":{"id":"2153983997","kind":"highlight","pubTimestamp":1627045860,"share":"https://ttm.financial/m/news/2153983997?lang=&edition=fundamental","pubTime":"2021-07-23 21:11","market":"us","language":"en","title":"3 Stocks to Buy Whether or Not a Market Crash Is Near","url":"https://stock-news.laohu8.com/highlight/detail?id=2153983997","media":"Motley Fool","summary":"Maybe the market is about to crash, and maybe it isn't. These stocks look like good picks either way.","content":"<p>Rising COVID-19 cases. Concerns about the highly contagious delta variant. The possibility of another housing bubble bursting. These are some of the reasons why worries are increasing among investors that a stock market crash could be on the way.</p>\n<p>One of the biggest stock market bears, Harry Dent Jr., who predicted the dot.com bubble collapsing, even thinks that a market meltdown is likely within the next three months. Is all of the pessimism warranted? Maybe, maybe not.</p>\n<p>If you're leery about what's around the corner, here are three stocks to buy if a market crash is coming soon. And the great news about these stocks is that they're solid picks even if it doesn't happen.</p>\n<p><img src=\"https://static.tigerbbs.com/3105d12ec8b203883b5e91a709172e8b\" tg-width=\"700\" tg-height=\"514\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: <a href=\"https://laohu8.com/S/GTY\">Getty</a> Images.</p>\n<h3>BioNTech</h3>\n<p>I personally don't think a stock market crash is just around the corner. If <a href=\"https://laohu8.com/S/AONE.U\">one</a> is, though, I suspect the cause will be the combination of the COVID-19 pandemic and sky-high market valuations. Assuming I'm right,&nbsp;<b>BioNTech</b> (NASDAQ:BNTX) should soar if the market crashes.</p>\n<p>A massive market sell-off due to COVID-19 worries would almost certainly light a fire beneath the stocks of the leading vaccine makers. My view is that BioNTech would be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the biggest winners in the group.</p>\n<p>BioNTech and its partner <b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b> (NYSE:PFE) are already moving forward with plans to test a vaccine that specifically targets the delta variant. That gives the companies a head start. BioNTech is by far the smallest of the companies with COVID-19 vaccines already on the market, which makes its shares more likely to jump higher on a positive catalyst. It's also easily the cheapest of these vaccine stocks, based on forward earnings multiples.</p>\n<p>What if there isn't an imminent market crash? BioNTech is still set to rake in billions of dollars with sales of its COVID-19 vaccine. The company will almost certainly use its growing cash stockpile to invest in expanding its pipeline. I think that BioNTech will be a winner over the long term, regardless of what happens over the short term.</p>\n<h3><a href=\"https://laohu8.com/S/DG\">Dollar General</a></h3>\n<p>I've maintained for a long time that&nbsp;<b>Dollar <a href=\"https://laohu8.com/S/BGC\">General</a></b> (NYSE:DG) is one of the best stocks to own during a market downturn. That view seemed to be confirmed during the big market meltdown last year.</p>\n<p><img src=\"https://static.tigerbbs.com/b0e75aa27d2d22b4296c80687da5be97\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"></p>\n<p>DG data by YCharts.</p>\n<p>Shares of Dollar General fell at first, but not nearly as much as most stocks did. Dollar General stock also rebounded much more quickly and trounced the overall market's return throughout the rest of the year.</p>\n<p>During uncertain times, consumers tighten their purse strings. That makes discount retailers such as Dollar General more attractive than ever.</p>\n<p>Even when the overall market performs well, though, Dollar General should still be able to grow. As a case in point, the company's shares delivered more than double the gain that the <b>S&amp;P 500</b> index did in the five years leading up to 2020 when the market was roaring.</p>\n<p>I think that Dollar General will be able to continue to beat the market. It's moving forward with an aggressive expansion strategy. The company is also undertaking a major initiative to \"establish itself as a health destination.\" While Dollar General didn't provide many details on exactly what its plans are, moving more into healthcare sounds like a smart move to me.</p>\n<h3>Viatris</h3>\n<p>There are at least two reasons why a given stock might hold up well during a big market sell-off. One is that its underlying business isn't impacted much by the reason behind the broader plunge. Another is that the stock is so cheap that investors scoop up shares if it falls much below its existing price. My take is that&nbsp;<b>Viatris</b> (NASDAQ:VTRS) qualifies on both of these criteria.</p>\n<p>Viatris specializes in biosimilars and generic drugs. Patients need these drugs, regardless of what the stock market does. The drugs are also less expensive than branded prescription drugs.</p>\n<p>The stock is irrefutably dirt cheap. Viatris' shares trade at a little over four times expected earnings. It's unlikely that the stock is going to move much lower because it would simply be too much of a steal for investors to ignore.</p>\n<p>Granted, Viatris probably won't keep up with the overall stock market's performance if the current uptrend continues. However, the company's dividend is attractive. And over the next several years, Viatris should achieve synergies resulting from the merger of Pfizer's Upjohn unit and Mylan, as well as launch new products that should drive growth.</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>3 Stocks to Buy Whether or Not a Market Crash Is Near</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\">\n3 Stocks to Buy Whether or Not a Market Crash Is Near\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 21:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/23/3-stocks-to-buy-whether-or-not-a-market-crash-is-n/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Rising COVID-19 cases. Concerns about the highly contagious delta variant. The possibility of another housing bubble bursting. These are some of the reasons why worries are increasing among investors ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/23/3-stocks-to-buy-whether-or-not-a-market-crash-is-n/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VTRS":"Viatris Inc.","BNTX":"BioNTech SE","DG":"美国达乐公司"},"source_url":"https://www.fool.com/investing/2021/07/23/3-stocks-to-buy-whether-or-not-a-market-crash-is-n/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153983997","content_text":"Rising COVID-19 cases. Concerns about the highly contagious delta variant. The possibility of another housing bubble bursting. These are some of the reasons why worries are increasing among investors that a stock market crash could be on the way.\nOne of the biggest stock market bears, Harry Dent Jr., who predicted the dot.com bubble collapsing, even thinks that a market meltdown is likely within the next three months. Is all of the pessimism warranted? Maybe, maybe not.\nIf you're leery about what's around the corner, here are three stocks to buy if a market crash is coming soon. And the great news about these stocks is that they're solid picks even if it doesn't happen.\n\nImage source: Getty Images.\nBioNTech\nI personally don't think a stock market crash is just around the corner. If one is, though, I suspect the cause will be the combination of the COVID-19 pandemic and sky-high market valuations. Assuming I'm right, BioNTech (NASDAQ:BNTX) should soar if the market crashes.\nA massive market sell-off due to COVID-19 worries would almost certainly light a fire beneath the stocks of the leading vaccine makers. My view is that BioNTech would be one of the biggest winners in the group.\nBioNTech and its partner Pfizer (NYSE:PFE) are already moving forward with plans to test a vaccine that specifically targets the delta variant. That gives the companies a head start. BioNTech is by far the smallest of the companies with COVID-19 vaccines already on the market, which makes its shares more likely to jump higher on a positive catalyst. It's also easily the cheapest of these vaccine stocks, based on forward earnings multiples.\nWhat if there isn't an imminent market crash? BioNTech is still set to rake in billions of dollars with sales of its COVID-19 vaccine. The company will almost certainly use its growing cash stockpile to invest in expanding its pipeline. I think that BioNTech will be a winner over the long term, regardless of what happens over the short term.\nDollar General\nI've maintained for a long time that Dollar General (NYSE:DG) is one of the best stocks to own during a market downturn. That view seemed to be confirmed during the big market meltdown last year.\n\nDG data by YCharts.\nShares of Dollar General fell at first, but not nearly as much as most stocks did. Dollar General stock also rebounded much more quickly and trounced the overall market's return throughout the rest of the year.\nDuring uncertain times, consumers tighten their purse strings. That makes discount retailers such as Dollar General more attractive than ever.\nEven when the overall market performs well, though, Dollar General should still be able to grow. As a case in point, the company's shares delivered more than double the gain that the S&P 500 index did in the five years leading up to 2020 when the market was roaring.\nI think that Dollar General will be able to continue to beat the market. It's moving forward with an aggressive expansion strategy. The company is also undertaking a major initiative to \"establish itself as a health destination.\" While Dollar General didn't provide many details on exactly what its plans are, moving more into healthcare sounds like a smart move to me.\nViatris\nThere are at least two reasons why a given stock might hold up well during a big market sell-off. One is that its underlying business isn't impacted much by the reason behind the broader plunge. Another is that the stock is so cheap that investors scoop up shares if it falls much below its existing price. My take is that Viatris (NASDAQ:VTRS) qualifies on both of these criteria.\nViatris specializes in biosimilars and generic drugs. Patients need these drugs, regardless of what the stock market does. The drugs are also less expensive than branded prescription drugs.\nThe stock is irrefutably dirt cheap. Viatris' shares trade at a little over four times expected earnings. It's unlikely that the stock is going to move much lower because it would simply be too much of a steal for investors to ignore.\nGranted, Viatris probably won't keep up with the overall stock market's performance if the current uptrend continues. However, the company's dividend is attractive. And over the next several years, Viatris should achieve synergies resulting from the merger of Pfizer's Upjohn unit and Mylan, as well as launch new products that should drive growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880824798,"gmtCreate":1631036327314,"gmtModify":1676530449787,"author":{"id":"3581935244556244","authorId":"3581935244556244","name":"wewinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581935244556244","authorIdStr":"3581935244556244"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>upupup","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>upupup","text":"$Sundial Growers Inc.(SNDL)$upupup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/880824798","isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807858057,"gmtCreate":1628031686279,"gmtModify":1703499765343,"author":{"id":"3581935244556244","authorId":"3581935244556244","name":"wewinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581935244556244","authorIdStr":"3581935244556244"},"themes":[],"htmlText":"no good&nbsp;","listText":"no good&nbsp;","text":"no good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807858057","repostId":"1121239470","repostType":4,"repost":{"id":"1121239470","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628004677,"share":"https://ttm.financial/m/news/1121239470?lang=&edition=fundamental","pubTime":"2021-08-03 23:31","market":"us","language":"zh","title":"中概网游股加速下行，游戏工委开会推进防沉迷工作","url":"https://stock-news.laohu8.com/highlight/detail?id=1121239470","media":"老虎资讯综合","summary":"周二美股盘中，中概游戏股短线加速下行，截至发稿，网易跌超11%，哔哩哔哩跌近10%。同时，腾讯控股ADR跌超7%。\n\n消息面上，中国音数协游戏工委相关负责人回应21世纪经济报道记者，近日游戏工委已召集","content":"<p>周二美股盘中，中概游戏股短线加速下行，截至发稿，<a href=\"https://laohu8.com/S/NTES\">网易</a>跌超11%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌近10%。同时，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>ADR跌超7%。</p>\n<p><img src=\"https://static.tigerbbs.com/172264ba3c104dc34e6aed1522f00582\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>消息面上，中国音数协游戏工委相关负责人回应21世纪经济报道记者，近日游戏工委已召集了部分重点游戏企业，组织了网络游戏防沉迷工作闭门研讨会。会上再次明确要求，各游戏企业要按照规划时间表，按照要求保质保量将该标准覆盖到所有产品上。</p>\n<p>游戏工委负责人表示，适龄提示工作也需要进一步完善和加强，游戏工委将会加快推动适龄提示在全游戏产品的上线，并将适龄提示作为评价标准之一，敦促企业更谨慎地设定游戏中的内容，同时，也将帮助未成年人和其监护人选择更适合其年龄段使用的游戏。在适龄提示试点工作成熟后，也会将其纳入版号审核系统中。</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>中概网游股加速下行，游戏工委开会推进防沉迷工作</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中概网游股加速下行，游戏工委开会推进防沉迷工作\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\">2021-08-03 23:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周二美股盘中，中概游戏股短线加速下行，截至发稿，<a href=\"https://laohu8.com/S/NTES\">网易</a>跌超11%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌近10%。同时，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>ADR跌超7%。</p>\n<p><img src=\"https://static.tigerbbs.com/172264ba3c104dc34e6aed1522f00582\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>消息面上，中国音数协游戏工委相关负责人回应21世纪经济报道记者，近日游戏工委已召集了部分重点游戏企业，组织了网络游戏防沉迷工作闭门研讨会。会上再次明确要求，各游戏企业要按照规划时间表，按照要求保质保量将该标准覆盖到所有产品上。</p>\n<p>游戏工委负责人表示，适龄提示工作也需要进一步完善和加强，游戏工委将会加快推动适龄提示在全游戏产品的上线，并将适龄提示作为评价标准之一，敦促企业更谨慎地设定游戏中的内容，同时，也将帮助未成年人和其监护人选择更适合其年龄段使用的游戏。在适龄提示试点工作成熟后，也会将其纳入版号审核系统中。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7eaa2c45cf70f617f2a492ecb0fcce5f","relate_stocks":{"NTES":"网易","BILI":"哔哩哔哩","TCEHY":"腾讯控股ADR"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121239470","content_text":"周二美股盘中，中概游戏股短线加速下行，截至发稿，网易跌超11%，哔哩哔哩跌近10%。同时，腾讯控股ADR跌超7%。\n\n消息面上，中国音数协游戏工委相关负责人回应21世纪经济报道记者，近日游戏工委已召集了部分重点游戏企业，组织了网络游戏防沉迷工作闭门研讨会。会上再次明确要求，各游戏企业要按照规划时间表，按照要求保质保量将该标准覆盖到所有产品上。\n游戏工委负责人表示，适龄提示工作也需要进一步完善和加强，游戏工委将会加快推动适龄提示在全游戏产品的上线，并将适龄提示作为评价标准之一，敦促企业更谨慎地设定游戏中的内容，同时，也将帮助未成年人和其监护人选择更适合其年龄段使用的游戏。在适龄提示试点工作成熟后，也会将其纳入版号审核系统中。","news_type":1},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808613492,"gmtCreate":1627572943616,"gmtModify":1703492724674,"author":{"id":"3581935244556244","authorId":"3581935244556244","name":"wewinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581935244556244","authorIdStr":"3581935244556244"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/IGC\">$India Globalization Capital(IGC)$</a>can go?&nbsp;","listText":"<a href=\"https://laohu8.com/S/IGC\">$India Globalization Capital(IGC)$</a>can go?&nbsp;","text":"$India Globalization Capital(IGC)$can go?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/808613492","isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801610529,"gmtCreate":1627514352561,"gmtModify":1703491300932,"author":{"id":"3581935244556244","authorId":"3581935244556244","name":"wewinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581935244556244","authorIdStr":"3581935244556244"},"themes":[],"htmlText":"Titkok","listText":"Titkok","text":"Titkok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/801610529","repostId":"1191236057","repostType":4,"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801637813,"gmtCreate":1627514322732,"gmtModify":1703491298814,"author":{"id":"3581935244556244","authorId":"3581935244556244","name":"wewinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581935244556244","authorIdStr":"3581935244556244"},"themes":[],"htmlText":"Fake? Fish","listText":"Fake? Fish","text":"Fake? Fish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/801637813","repostId":"1191236057","repostType":4,"repost":{"id":"1191236057","kind":"news","pubTimestamp":1627513467,"share":"https://ttm.financial/m/news/1191236057?lang=&edition=fundamental","pubTime":"2021-07-29 07:04","market":"sh","language":"zh","title":"Facebook财报超预期！警告未来增速显著放缓","url":"https://stock-news.laohu8.com/highlight/detail?id=1191236057","media":"华尔街见闻","summary":"7月28日周三美股盘后，社交网络与数字广告科技巨头Facebook发布了2021年第二季度财报。尽管当季营收增速以56%创下2016年以来的最快同比增幅，公司预警称广告业务将遭遇越来越多的负面阻力，不","content":"<p>7月28日周三美股盘后，社交网络与数字广告科技巨头<a href=\"https://laohu8.com/S/FB\">Facebook</a>发布了2021年第二季度财报。尽管当季营收增速以56%创下2016年以来的最快同比增幅，公司预警称广告业务将遭遇越来越多的负面阻力，不管是否排除疫情影响，下半年的营收增幅都会回落，盘后跌幅从2%扩大至近5%。</p>\n<p>周三Facebook最高涨2.6%，收涨1.5%，报373.28美元，创历史盘中与收盘最高。截至周三收盘，公司今年迄今共累涨37%，显著跑赢同期标普500指数大盘的累涨17%。<img src=\"https://static.tigerbbs.com/2d84f17f5bfbf0fa453407c93d0f2159\" tg-width=\"697\" tg-height=\"529\" referrerpolicy=\"no-referrer\"><b>二季度总营收和广告收入均同比大增56%，但美国市场日活用户五季没有增长</b></p>\n<p>财报显示，Facebook二季度营收290.8亿美元，同比增56%，高于上一季度的同比增速48%，也高于分析师预期的278.6亿美元或同比增49%。</p>\n<p>当季摊薄每股收益EPS为3.61美元，同比增101%，即将去年同期的1.80美元翻倍，并高于分析师预期的3.02美元。运营利润率为43%，显著高于市场预期的37.6%。</p>\n<p>Facebook“货币化”其用户基数的能力也在提升，当季的每用户平均收入（ARPU）从7.05美元跃升至10.12 美元，高于分析师预期的9.66美元。</p>\n<p><img src=\"https://static.tigerbbs.com/85b797cb44bd16afef552c800f1a7e53\" tg-width=\"622\" tg-height=\"378\" referrerpolicy=\"no-referrer\"></p>\n<p>分项业务方面：</p>\n<blockquote>\n 核心的广告业务营收285.8亿美元，同比增56%，高于分析师预期的271.3亿美元。包含Oculus等虚拟显示头显等消费硬件的“其他”收入同比增36%至4.97亿美元，但低于分析师预期的6.86亿美元。\n</blockquote>\n<p>在备受关注的用户指标方面：</p>\n<blockquote>\n Facebook主APP的二季度月活用户数为29亿，日活用户数19.1亿，均同比增长7%，而且与分析师的预期一致。包括主应用、Instagram、Messenger 和 WhatsApp 等“家族应用群”的总月活用户为35.1亿，环比增长1.7%，同比增12%，高于市场预期的34.9亿；总日活用户为27.6亿，环比增1.5%，同比增12%，高于预期的27.2亿。\n</blockquote>\n<p>但金融博客Zerohedge指出，仔细看日活用户数据可知并不理想，在去年二季度触及峰值后，美国市场的DAU连续五个季度没有增长，欧洲市场的DAU也在继续下滑。</p>\n<p><img src=\"https://static.tigerbbs.com/b4bec27e469ac2c8f5ee70101b6eef6a\" tg-width=\"500\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p>\n<p><b>公司预警下半年营收增幅回落，广告收入将因iOS隐私调整而遭遇更多阻力</b></p>\n<p>彭博社分析称，Facebook二季报全面超预期与去年的基数效应较低有关，2020年二季度公司收入仅同比增长11%，主要由于新冠疫情突然袭来令经济停顿、数字广告支出也大幅回落。</p>\n<p><b>而引发公司盘后股价迅速下跌的主要因素，与其预警今年第三和第四季度营收增速“将显著回落”有关</b>。CFO David Wehner在财报声明中提到了两个关键点：</p>\n<blockquote>\n “由于去年下半年公司业绩因疫情而日益强劲，（带来很高的基数效应），将令今年下半年的总收入同比增长率逐季连续显著放缓。如果排除疫情的影响，将今年下半年的总收入与两年前做比较的话，增幅也将比今年二季度的增速小幅放缓。由于监管和平台变化，特别是最新的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>iOS操作系统更新，我们继续预计2021年定位广告（ad targeting）的阻力会增加，与第二季度相比，预计第三季度受到的影响更大。我们还将继续监控跨<a href=\"https://laohu8.com/S/600558\">大西洋</a>数据传输的可行性，及其对欧洲业务的潜在影响的发展。”\n</blockquote>\n<p>分析称，换句话说，即便忽略疫情年份的异常值影响，Facebook预言不管怎样收入增速都会在今年下半年回落。公司还提到苹果iOS更改隐私规则令广告商更难追踪用户数据将打击三季度起的财报表现，这恰恰是投资者最关心、也是最担心的一点，进而触发盘后股价下跌。</p>\n<p>Facebook表示，今年二季度的广告收入增长，主要由单位广告平均价格同比大幅增长47%，以及投放的广告数量同比增长6%驱动，预计下半年的广告收入增幅主要由广告价格同比上涨助力。</p>\n<p>公司预计2021全年总开支为700亿至730亿美元，符合此前官方预期，高于分析师预期的707.3亿美元。预计全年资本开支为190亿至210亿美元，符合官方预期，分析师预期201.4亿美元。</p>\n<p><b>投资者还关注Facebook面临的监管风险。</b>尽管美国联邦法院驳回了联邦贸易委员会FTC针对该公司的反垄断诉讼，以及48个州总检察长的类似诉讼案，相关监管机构仍有机会反驳法院决议。拜登政府本月也曾强硬批评Facebook上的错误信息阻止人们接种新冠疫苗，“等于是在杀人”。</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>Facebook财报超预期！警告未来增速显著放缓</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\">\nFacebook财报超预期！警告未来增速显著放缓\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 07:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3636576><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月28日周三美股盘后，社交网络与数字广告科技巨头Facebook发布了2021年第二季度财报。尽管当季营收增速以56%创下2016年以来的最快同比增幅，公司预警称广告业务将遭遇越来越多的负面阻力，不管是否排除疫情影响，下半年的营收增幅都会回落，盘后跌幅从2%扩大至近5%。\n周三Facebook最高涨2.6%，收涨1.5%，报373.28美元，创历史盘中与收盘最高。截至周三收盘，公司今年迄今共累涨...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3636576\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/33ab84e4029d8ef3153c809ed618bb99","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3636576","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1191236057","content_text":"7月28日周三美股盘后，社交网络与数字广告科技巨头Facebook发布了2021年第二季度财报。尽管当季营收增速以56%创下2016年以来的最快同比增幅，公司预警称广告业务将遭遇越来越多的负面阻力，不管是否排除疫情影响，下半年的营收增幅都会回落，盘后跌幅从2%扩大至近5%。\n周三Facebook最高涨2.6%，收涨1.5%，报373.28美元，创历史盘中与收盘最高。截至周三收盘，公司今年迄今共累涨37%，显著跑赢同期标普500指数大盘的累涨17%。二季度总营收和广告收入均同比大增56%，但美国市场日活用户五季没有增长\n财报显示，Facebook二季度营收290.8亿美元，同比增56%，高于上一季度的同比增速48%，也高于分析师预期的278.6亿美元或同比增49%。\n当季摊薄每股收益EPS为3.61美元，同比增101%，即将去年同期的1.80美元翻倍，并高于分析师预期的3.02美元。运营利润率为43%，显著高于市场预期的37.6%。\nFacebook“货币化”其用户基数的能力也在提升，当季的每用户平均收入（ARPU）从7.05美元跃升至10.12 美元，高于分析师预期的9.66美元。\n\n分项业务方面：\n\n 核心的广告业务营收285.8亿美元，同比增56%，高于分析师预期的271.3亿美元。包含Oculus等虚拟显示头显等消费硬件的“其他”收入同比增36%至4.97亿美元，但低于分析师预期的6.86亿美元。\n\n在备受关注的用户指标方面：\n\n Facebook主APP的二季度月活用户数为29亿，日活用户数19.1亿，均同比增长7%，而且与分析师的预期一致。包括主应用、Instagram、Messenger 和 WhatsApp 等“家族应用群”的总月活用户为35.1亿，环比增长1.7%，同比增12%，高于市场预期的34.9亿；总日活用户为27.6亿，环比增1.5%，同比增12%，高于预期的27.2亿。\n\n但金融博客Zerohedge指出，仔细看日活用户数据可知并不理想，在去年二季度触及峰值后，美国市场的DAU连续五个季度没有增长，欧洲市场的DAU也在继续下滑。\n\n公司预警下半年营收增幅回落，广告收入将因iOS隐私调整而遭遇更多阻力\n彭博社分析称，Facebook二季报全面超预期与去年的基数效应较低有关，2020年二季度公司收入仅同比增长11%，主要由于新冠疫情突然袭来令经济停顿、数字广告支出也大幅回落。\n而引发公司盘后股价迅速下跌的主要因素，与其预警今年第三和第四季度营收增速“将显著回落”有关。CFO David Wehner在财报声明中提到了两个关键点：\n\n “由于去年下半年公司业绩因疫情而日益强劲，（带来很高的基数效应），将令今年下半年的总收入同比增长率逐季连续显著放缓。如果排除疫情的影响，将今年下半年的总收入与两年前做比较的话，增幅也将比今年二季度的增速小幅放缓。由于监管和平台变化，特别是最新的苹果iOS操作系统更新，我们继续预计2021年定位广告（ad targeting）的阻力会增加，与第二季度相比，预计第三季度受到的影响更大。我们还将继续监控跨大西洋数据传输的可行性，及其对欧洲业务的潜在影响的发展。”\n\n分析称，换句话说，即便忽略疫情年份的异常值影响，Facebook预言不管怎样收入增速都会在今年下半年回落。公司还提到苹果iOS更改隐私规则令广告商更难追踪用户数据将打击三季度起的财报表现，这恰恰是投资者最关心、也是最担心的一点，进而触发盘后股价下跌。\nFacebook表示，今年二季度的广告收入增长，主要由单位广告平均价格同比大幅增长47%，以及投放的广告数量同比增长6%驱动，预计下半年的广告收入增幅主要由广告价格同比上涨助力。\n公司预计2021全年总开支为700亿至730亿美元，符合此前官方预期，高于分析师预期的707.3亿美元。预计全年资本开支为190亿至210亿美元，符合官方预期，分析师预期201.4亿美元。\n投资者还关注Facebook面临的监管风险。尽管美国联邦法院驳回了联邦贸易委员会FTC针对该公司的反垄断诉讼，以及48个州总检察长的类似诉讼案，相关监管机构仍有机会反驳法院决议。拜登政府本月也曾强硬批评Facebook上的错误信息阻止人们接种新冠疫苗，“等于是在杀人”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819252509,"gmtCreate":1630074014401,"gmtModify":1676530217775,"author":{"id":"3581935244556244","authorId":"3581935244556244","name":"wewinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581935244556244","authorIdStr":"3581935244556244"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>How&nbsp; going on?&nbsp;","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>How&nbsp; going on?&nbsp;","text":"$Sundial Growers Inc.(SNDL)$How going on?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/819252509","isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804824437,"gmtCreate":1627950568729,"gmtModify":1703498350075,"author":{"id":"3581935244556244","authorId":"3581935244556244","name":"wewinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581935244556244","authorIdStr":"3581935244556244"},"themes":[],"htmlText":"Can go","listText":"Can go","text":"Can go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/804824437","repostId":"2156115789","repostType":4,"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174319709,"gmtCreate":1627077188501,"gmtModify":1703483726586,"author":{"id":"3581935244556244","authorId":"3581935244556244","name":"wewinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581935244556244","authorIdStr":"3581935244556244"},"themes":[],"htmlText":"Wewinn&nbsp;","listText":"Wewinn&nbsp;","text":"Wewinn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174319709","repostId":"1129536436","repostType":4,"repost":{"id":"1129536436","kind":"news","pubTimestamp":1627055256,"share":"https://ttm.financial/m/news/1129536436?lang=&edition=fundamental","pubTime":"2021-07-23 23:47","market":"hk","language":"zh","title":"“恐高”比亚迪，“狂人”王传福的进化史","url":"https://stock-news.laohu8.com/highlight/detail?id=1129536436","media":"节点财经","summary":"1995年，即使在后来被称为全球科技中心的美国硅谷，了解互联网的企业也不多。24岁的马斯克和弟弟说服餐馆、服装店等小企业将业务信息展示在他们创立的互联网信息网站Zip2上，开始了首次创业。\n几乎就在同","content":"<p>1995年，即使在后来被称为全球科技中心的美国硅谷，了解互联网的企业也不多。24岁的马斯克和弟弟说服餐馆、服装店等小企业将业务信息展示在他们创立的互联网信息网站Zip2上，开始了首次创业。</p>\n<p>几乎就在同一年，大洋彼岸的深圳，28岁的王传福辞去了由中国有色金属研究总院与内蒙古钢铁公司合资成立的深圳市比格电池有限公司的总经理职务，和表哥一起创立了公司比亚迪，选择切入电池赛道。</p>\n<p>8年后的2003年，以消费电池为主业的比亚迪，已经在彼时被日本公司垄断的全球充电电池市场获得了一席之地，却突然决定收购位于西安的秦川汽车，宣布进军毫无积累的汽车产业，被市场斥为“疯子”。</p>\n<p>此时，马斯克已经成功创立并出售了Zip2、网络金融服务平台Paypal两家创业公司，成立了一家火箭公司SpaceX，但依然野心勃勃地决定进军电动汽车领域，创立电动汽车公司特斯拉。</p>\n<p><b>自此，在地球的两端，在完全不同的国情下，两个同样理工技术出身、同样拥有电动汽车和太阳能梦想的工程师，开始以汽车界的“倒行逆施”者形象出现，各自开启同样充满争议但又相当不同的创业征程。</b></p>\n<p>走到2021年，在全球新能源汽车最重要的战场中国，特斯拉和比亚迪“两虎”相遇，在新能源汽车赛道进行了多番激烈的销量厮杀。数据显示，截至2020年年底，特斯拉以全球49.95万辆的销量一骑绝尘，成为2020年全球新能源汽车销售冠军，但在中国市场却遭遇了滑铁卢，销量不敌比亚迪。</p>\n<p>通过26年的成长，比亚迪已经成为国内新能源汽车行业的王者。截至2020年7月23日，比亚迪在港股和A股的上市公司（比亚迪、比亚迪电子、比亚迪股份）的市值总和已经超过8100亿人民币，早就超过了通用、福特等传统燃油车巨头。而13年间从未减持这家公司的“股神”巴菲特，也因此实现了近30倍的浮盈。</p>\n<p>但同时，市场对这个“王者”的质疑声依然存在。近日，持股比亚迪时间比巴菲特更久的中国价值投资大佬、巴菲特与芒格的“中国徒弟”李录，通过旗下的喜马拉雅资本连续两日减持比亚迪H股，共涉资24.39亿港元，引发了市场对比亚迪乃至新能源车行业新的价值探讨，也让比亚迪的市值在两天内蒸发了600亿元。</p>\n<p>比亚迪究竟是一家什么样的公司？“中国马斯克”王传福又是如何实现比亚迪的王者神话？</p>\n<p><b>/&nbsp;01&nbsp;/</b></p>\n<p><b>梦想家和工作狂</b></p>\n<p>在位于深圳的比亚迪总部六角大楼，常年身着工作服的王传福，每天从距离公司15分钟车程的家中到此上班，几乎天天加班晚归，没有周末。在地球另一端的马斯克，则常常不离开办公室，在办公桌旁的睡袋里席地而睡，“和狗没什么两样”。</p>\n<p>大概能够做出非凡成就的人，大多精力充沛。王传福这个55岁的安徽人，工作起来犹如一架永动机，他多数时候乘坐经济舱出行<b>，永远是公司每款新车的首个试车员和最佳代言人，时刻准备着宣讲对中国新能源车市场的看法和比亚迪的未来计划。</b></p>\n<p>除了是工作狂，王传福和马斯克两人同样敢于冒险，具有坚持、冷静、强硬等性格特质。比亚迪内部曾流传过一个段子，有官员来比亚迪参观，谈及电池污染，创始人王传福当场舀了一杯电解液喝了下去。不论段子真假，但它在比亚迪内部的流行，一定程度上反映了王传福在员工心目中的形象。</p>\n<p>从1995年辞职借款创立比亚迪以来，王传福每一步都不惜赌上身家下重注：以手机电池起家，后延伸至手机零部件；2003年转战汽车，凭借成本优势和销量打败对手，征服质疑者；随后逆向开发电动汽车，进军新能源，又高调跨界到仅有寡头玩家的单轨交通。<b>如此跨越式的产业布局和全产业链介入的方式，业界无出其右。比亚迪也因此成为中国最大的电池生产商、进步最快的本土车商，以及新能源领域的代表人物。</b></p>\n<p>在比亚迪这个王国里，王传福几乎是绝对的权威。作为几十万员工的“灵魂”，他通常思路清晰、行动坚定，这成了确保比亚迪这个庞大机器几十年里能够顺利运转和执行的关键。但他也是一个出名固执的人，一旦认定的事就很难改变，下属的质疑和意见想撼动他并不容易。</p>\n<p>他曾在接受福布斯中文采访中称，“市场如战场，竞争像打仗，将军很重要，这就需要企业家起到带头作用。”</p>\n<p>作为将军，王传福打造“士兵队伍\"的思路也和很多企业家不同。相比花大价钱从外部聘请技术人员，王传福更倾向于从“白纸”开始进行培养。很多比亚迪高管因此都有着类似发展路径：大学毕业后，从学校宿舍搬进比亚迪宿舍；对他们而言，比亚迪不像公司，更像是大学的延续，领导也更像是导师。这种几乎不需要过渡的学业和职业生涯里，比亚迪培养了一大批研发骨干和管理层。</p>\n<p><b>财报显示，比亚迪拥有比亚迪中央研究院、比亚迪电力研究院等多个研究院，主要围绕新能源领域展开，囊括了几万名年轻工程师，大多来自公司“自产”。</b></p>\n<p>王传福曾表示，比亚迪最大的财富就是工程师。“即使所有财产包括土地、厂房、专利、股票全部消失，只要这些工程师还在，随时可以东山再起。”</p>\n<p>不过，“自产”的培养模式下，王传福背后的庞大团队，也几乎内化成了“另一个王传福”。这等于说，比亚迪如此一家庞大的企业，很多时候是依托于王传福一个人的超级能力。因此比亚迪的发展思路和局限，往往也体现了王传福的认知和局限。</p>\n<p>曾有比亚迪高管接受采访时透露，王传福对公司的管理几乎事必躬亲、巨细无遗。2003年比亚迪刚决定进入汽车行业时，曾有董事会成员强烈反对，后来汽车一度获得巨大成功。2008年，王传福希望进军新能源领域，“这时，再无人敢反对。”</p>\n<p>单一决策虽然高效，但因为缺乏足够的内部信息支持，有时候王传福能够获得的情况未必真实全面，因而做出的决策也未必正确。如此大背景下，比亚迪也因此经历了多次大起大落。</p>\n<p><b>/&nbsp;02&nbsp;/</b></p>\n<p><b>成本！成本！</b></p>\n<p>或许是自小出身于一个并不富裕的家庭，或许是技术人天生带有的意识，“成本控制”几个字几乎被王传福刻在骨子里，成为比亚迪多个发展阶段的重要杀手锏，但也成为其升级的局限。</p>\n<p><b>与外界的想象相反，比亚迪最初取得成功，真正的竞争力并不在于技术的领先实力，而在于其生产研发方式将中国劳动力的优势发挥到极致。</b></p>\n<p>1992年，考虑到比亚迪是一家小型电池创业公司，想要介入镍镉电池这样的资本密集型产业并不容易，王传福选择以人海战术为依托的半自动电池生产方式：利用中国庞大而低廉的人力资源，在保证产品品质的前提下，通过延长电池生产工序等人工替代方式，最大程度地完成对资本密集环节的替代。</p>\n<p>这种“运用人工替代机器”的节约成本模式让公司形成了自己的成本优势，这成为它和日本电池公司抢占市场份额的杀手锏。</p>\n<p>进军汽车行业后，无论在生产还是销售方面，比亚迪也均延用了低成本策略。在生产方面，比亚迪在很多产品上坚持“买不如自造”，从驱动电机、三电、电池维护系统、动力电池，到车架、制动器、减震器、再到车身内饰总成等几乎全是自产，因此其一辆车的外部供应商有时候仅有30余个。</p>\n<p>相较而言，其竞争对手特斯拉的自产部件主要包括电控系统（三电）、BMS/电机控制器、自动驾驶系统三个方面，其他零部件基本都是借力外部供应商，Model3的外部供应商有近60家。</p>\n<p><b>这种买不如造的模式下，比亚迪几乎成了“全能选手”。公司能够横跨手机电池、代工生产、燃油车和新能源车多个细分制造业和产品品类，跑通技术和生产制造，很大程度上也得益于自身的“综合制造能力”。</b></p>\n<p>同时，在汽车销售方面，比亚迪曾采用分网方式扩军，通过“人海店”战术发挥终端潜力。</p>\n<p>在低成本策略下，2003年才通过收购进入汽车领域的比亚迪，依靠2005年上线的汽车F3，开启了汽车销量猛增的四五年：2008年汽车销量为20万辆，2009年快速增长至45万辆，其中F3一款车型的销量就高达30万辆。</p>\n<p><b>不过，硬币的另一面，自产自销模式也对研发生产带来了更多负担。不依赖外部，意味着公司需要不断投入成本维持技术研发，还要全力控制内部的生产成本。</b></p>\n<p>目前来看，比亚迪自产自销的成本优势目前并不非常明显。财报显示，2016年到2020年，比亚迪的毛利率维持在15%到20%，略高于传统燃油车企业超10%的水平。但2016年到2019年营业利润率却在逐步下降。</p>\n<p><img src=\"https://static.tigerbbs.com/eb412075b0d5b9ac7c6b062f2bc92492\" tg-width=\"1074\" tg-height=\"679\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>另外，过于强调低成本造车，也让比亚迪很长时间里和“low”、“山寨”等标签脱离不开，影响了公司的品牌升级。</p>\n<p>目前，比亚迪在汽车领域有超几十款车型，其中新能源车产品主要包括：公交和出租领域的纯电动车K9和E6，主打政府采购；私家车市场，以插电式混动车“秦”“唐”“汉”“明”系列为主；在中高端市场，有与奔驰合资的纯电动车腾势。</p>\n<p><img src=\"https://static.tigerbbs.com/219edf3aae2a871e32ebd56602faa2b1\" tg-width=\"666\" tg-height=\"397\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>图源：渤海证券</b></p>\n<p>在外观内饰等方面，比亚迪多次因为“旧瓶装新酒”而被用户吐槽车辆外观“除了前脸和后屁股，全长一个样。”据媒体报道，比亚迪包括“秦”、G5在内的多款车，用的都是同一个平台。根据王传福的成本逻辑，开发新平台意味着新研发设计、建立新供应商链条，将带来更多成本。</p>\n<p>同时，相比上海大众、一汽大众等合资车企每年在营销方面花费数亿美元，比亚迪在营销方面的投入可以说是“相当有限”，还一度因为广告拍摄简陋被称为“农民车”广告。</p>\n<p>这很大原因在于，相比品牌建设，冶金物理化学系专业出身的王传福更喜欢追求技术指标的突破，比如百公里加速、油耗、电池续航里程、充电时间……比如，王传福曾提出“542”技术战略，即在新能源车的技术指标上实现百公里加速5秒以内，全时电四驱，百公里油耗2升以内，这个技术战略后来被用于多个系列车上。</p>\n<p>这导致公司虽有技术提升，但很长时间里呈现给市场的品牌形象并不佳，“低价低质”、“和高端很难沾边”等负面评价不少。</p>\n<p><b>/&nbsp;03&nbsp;/</b></p>\n<p><b>新贵和骗子</b></p>\n<p><b>独行者的大起大落</b></p>\n<p>纵观比亚迪和特斯拉的发展历史可以发现，很多时候它们是在“明星企业”和“骗子企业”之间反复横跳。每一次当相关行业政策或利好出现时，它们被推上风口，而当其财务数据跟不上市场期待或者战略过于超前时，它们又饱受指责。</p>\n<p>比亚迪的发展历程大致分为三个阶段：1995年到2002年，以手机电池生产制造为主要业务；2002年到2009年，业务扩展至“电池+代工”，同时进军燃油车市场；2009年至今，进军新能源车领域，并尝试轨道交通等基建行业。</p>\n<p>2008年9月，巴菲特旗下公司以2.3亿美元（约合18亿港元）入股比亚迪，市场顿时掀起一股“比亚迪热”。短短一年，比亚迪的股价涨了10倍，从8港元涨至85港元，“比亚迪概念股”也大行其道。</p>\n<p>沐浴巴菲特的光环，加上汽车销量大涨，让比亚迪成为汽车行业新贵。人们从对这家公司不屑一顾，到言谈中必称比亚迪，仅仅过了5年。</p>\n<p>此时，王传福也有了新的野心，那就是进军新能源赛道。不过，比亚迪以动力和储能电池为基础的各项新能源业务，短期内很难有成型的商业模式。因此，<b>王传福尝试复制进军汽车时“电池养汽车”的“以旧养新”思路，尝试通过传统汽车利润弥补新能源亏损，同时借力国家节能减排的战略东风和政策补贴。</b></p>\n<p>如果说2003年从电池跨越到汽车，比亚迪克服的主要是技术和能力鸿沟，那么2008年开始进军新能源，则是从市场生意之路转向政府。在新能源领域，这个自下而上成长起来的民营公司，越来越多地和政府站到了一起，高度依赖政府资源、财政补贴和政策扶持等也成了公司的长期状态。</p>\n<p>2008年，比亚迪推出插电混合动力轿车F3DM，2010年F3DM开始向个人消费者发售。彼时，其他厂商还未推出其他插电混合动力车产品，比亚迪的F3DM成了深圳市实现其新能源示范推广计划的主力车型，颇占先机。</p>\n<p>此外，备靠深圳的比亚迪还开始大力进军电动公交市场。2009年10月，比亚迪推出纯电动大巴K9，并终于形成了一套和深圳政策契合的发展道路：以公交电动大巴K9为新能源汽车切入口，加上插电混合动力轿车F3DM、纯电动轿车E6三线组合发展。</p>\n<p>随后，以发展新能源及汽车产业的名义，比亚迪开始在广东、湖南等地相继建立太阳能、汽车生产等生产基地。在这些投资中，地方政府提供土地，并通过提供产业补贴等方式给予比亚迪支持。</p>\n<p>不过，王传福低估了不同业务的跨越难度。基于对市场的乐观预测，比亚迪2009年到2011年间向新能源领域投出了超百亿元的资产。同时，在传统汽车产品更新不足的情况下，2010年定下了全年80万辆的激进产销目标，之后疯狂扩招人员，扩展经销商网络。</p>\n<p>于是，危机很快出现。</p>\n<p>从2010年4月开始，比亚迪的传统车销量开始同比下滑，颓势不止。让比亚迪长期依赖一款主力车型F3获利、缺乏新品的弱点暴露无遗。</p>\n<p>当年8月，公司不得不将全年销量目标从80万辆调低到60万辆，大量经销商退网，公司启动“人员优化”，几次和被离职员工坐上了谈判桌。不佳的财务管理等，导致公司财务高度吃紧，现金流等问题严重。</p>\n<p>到2011年，公司的盈利情况持续恶化。上半年，比亚迪的营收同比减少11%至225亿元，利润同比下滑89%至2.75亿元，<b>财报中分类的三大主营业务——汽车、手机部件及组装以及二次充电电池业务的盈利能力均不好过，而纯电动汽车市场培育在初始阶段，短期内难见收益。</b></p>\n<p>为了缓解资本危机，比亚迪迫切需要向二级市场融资。2011年6月，A股新股破发乘风，为了顺利IPO，比亚迪采用了“主动让价”、降低募集资金等保守方式。公司后来虽成功上市，但基本面及业务发展的表现不如期待，冷却了投资者对“股神”的迷信。</p>\n<p>与2003年进入汽车产业时的“疯狂”不同，这一次，王传福被指责为“骗子”，用新能源故事“忽悠”大众。在不谨慎的扩量策略下，其传统汽车的质量和研发能力也受到质疑，品牌形象受损。</p>\n<p>王传福坦言，此前汽车销售的巨大成功让比亚迪决策层不冷静。以IT养车获得成功，但以车养新能源是另一码事。要想走出财务低谷，比亚迪唯有在汽车产业再度发力。</p>\n<p>3年后2014年7月，市场上又是另一幅光景：上百家基金、券商再次涌向比亚迪，对这家在新能源方面的先行者进行考察调研。随后，多家券商发表研报称，建议买入或增持比亚迪，原因是中国新能源车市场浪潮已经到来，比亚迪整体实力领先同行，未来可期。</p>\n<p>被狂热追捧和被冷落交替，比亚迪的创业故事也在其中不断演进。</p>\n<p><b>2016年10月，比亚迪宣布高调进军仅有寡头玩家且行业壁垒极高的轨道交通领域，推出“云轨”这一全电动单轨轨道交通方式，再次引发市场质疑。</b>一年之后，中国大型公共交通设施建设政策迎来调整，要求各地城建减少不切实际的“拆建”等，云轨的发展因此踩下了急刹车，比亚迪也因此收获了不少“负面声音”。</p>\n<p>到2020年，在特斯拉的带动下，全球新能源汽车行业在资本市场经历了一轮疯涨。深处其中的比亚迪，同样也成为行业上行的受益者。</p>\n<p>到2021年年中，这一趋势有逐步回撤趋势，李录也在此时选择减持比亚迪。这背后的原因是什么？是因为比亚迪变了吗？</p>\n<p><b>/&nbsp;04&nbsp;/</b></p>\n<p><b>比亚迪变了吗？</b></p>\n<p>李录大概是最早一批押注比亚迪的知名投资人。</p>\n<p>千禧年前后，中国汽车工业进入“井喷”式发展阶段，诞生了奇瑞、吉利等一批本土车企。</p>\n<p>2002年7月，彼时的国内电池大王比亚迪成功登陆港交所，并未涉足汽车行业；4个月后，比亚迪以2.695亿元收购西安秦川汽车，决定正式进军汽车领域。</p>\n<p>该决定犹如一石惊起千层浪，引发了一众机构投资者的抛售，比亚迪股票应声下跌。李录却反其道而行之，重金买入比亚迪。他曾在自己的书中解释称，投资比亚迪是因为天时地利人和：公司身处对的行业，在合适时间获得政府支持，公司的工程师文化让其有能力解决重大难题，投资时价格有安全边际……</p>\n<p><b>如今，他选择卖出比亚迪股票，市场估计大概是两个原因：一是市场的大逻辑变了，二是估值过高。</b></p>\n<p>从行业大逻辑来说，早在2020年年底，《新能源汽车产业发展规划（2021-2035 年）》以及不少研报都为行业发展奠定了基调：<b>新能源是一个长期处于成长趋势的赛道，行业天花板很高。</b></p>\n<p><img src=\"https://static.tigerbbs.com/786183fe9934934d221211ebe2a99412\" tg-width=\"604\" tg-height=\"392\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>图源：渤海证券</b></p>\n<p>但同时，也有不少市场观点认为当下新能源相关股票估值处于历史高位。作为其中的代表性企业，比亚迪在A股和港股的市盈率分别高达158倍和120倍，投资人感到“恐高”也并不奇怪。</p>\n<p>在这场大考里，比亚迪的真实基本面究竟怎么样？</p>\n<p>财报显示，比亚迪2020财年实现营收约1566亿元，同比增长23%；归母净利润约42亿元，同比增长162%。可见，从整体收入和净利润来看，比亚迪依然处于快速增长中。</p>\n<p>其营收来源主要包括二次充电电池及光伏、汽车、手机三个部分。其中，汽车业务大致占比五成，手机部件和组装约占比四成，电池和光伏业务大致在7%-8%左右。目前其商用车的占比还较为有限（约2.5%），这意味着比亚迪差不多一半的收入来自销售乘用车产品、</p>\n<p><img src=\"https://static.tigerbbs.com/7295af3d2681cede986e856f9b0067f8\" tg-width=\"1074\" tg-height=\"683\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>不过，在利润方面，以消费电子代工业务为主的比亚迪电子却几乎成了公司的“顶梁柱”。财报显示，从2018年至2020年，比亚迪电子对公司利润的贡献占比均在七成以上。由此可见，比亚迪的燃油车和新能源车，可能都没有想象中赚钱。</b></p>\n<p>同时，比亚迪虽然在新能源汽车领域称王，但数据显示，公司燃油车产品的销量反而超过新能源汽车。财报显示，2020年比亚迪汽车的销量为42.7万辆，其中新能源汽车销量为18.9万辆，燃油汽车的为23.7万辆，同比分别下降17.35%和增长2.32%。</p>\n<p>基于以上种种，有观点认为比亚迪已经陷入了“隐形泥潭”，公司的增长机会在哪里？</p>\n<p>一方面，比亚迪和滴滴曾在2020年达成合作，前者将为后者专门定制网约车D1，以国内网约车市场目前超千万的司机就业人数，这一合作的成长空间值得期待。另外，比亚迪半导体日前向深交所递交的创业板上市申请，距离正式IPO近在咫尺。在近两年车用半导体芯片供不应求的整体趋势下，新能源王者比亚迪或能借此更上一层楼。</p>\n<p>比亚迪能否王者归来，让我们拭目以待。</p>","source":"jdcj","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>“恐高”比亚迪，“狂人”王传福的进化史</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“恐高”比亚迪，“狂人”王传福的进化史\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 23:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/NBxmspHY0dBIw5xMq7Dedg><strong>节点财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1995年，即使在后来被称为全球科技中心的美国硅谷，了解互联网的企业也不多。24岁的马斯克和弟弟说服餐馆、服装店等小企业将业务信息展示在他们创立的互联网信息网站Zip2上，开始了首次创业。\n几乎就在同一年，大洋彼岸的深圳，28岁的王传福辞去了由中国有色金属研究总院与内蒙古钢铁公司合资成立的深圳市比格电池有限公司的总经理职务，和表哥一起创立了公司比亚迪，选择切入电池赛道。\n8年后的2003年，以消费...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/NBxmspHY0dBIw5xMq7Dedg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/45e5e005a453a59287c71f4cbf428610","relate_stocks":{"002594":"比亚迪"},"source_url":"https://mp.weixin.qq.com/s/NBxmspHY0dBIw5xMq7Dedg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129536436","content_text":"1995年，即使在后来被称为全球科技中心的美国硅谷，了解互联网的企业也不多。24岁的马斯克和弟弟说服餐馆、服装店等小企业将业务信息展示在他们创立的互联网信息网站Zip2上，开始了首次创业。\n几乎就在同一年，大洋彼岸的深圳，28岁的王传福辞去了由中国有色金属研究总院与内蒙古钢铁公司合资成立的深圳市比格电池有限公司的总经理职务，和表哥一起创立了公司比亚迪，选择切入电池赛道。\n8年后的2003年，以消费电池为主业的比亚迪，已经在彼时被日本公司垄断的全球充电电池市场获得了一席之地，却突然决定收购位于西安的秦川汽车，宣布进军毫无积累的汽车产业，被市场斥为“疯子”。\n此时，马斯克已经成功创立并出售了Zip2、网络金融服务平台Paypal两家创业公司，成立了一家火箭公司SpaceX，但依然野心勃勃地决定进军电动汽车领域，创立电动汽车公司特斯拉。\n自此，在地球的两端，在完全不同的国情下，两个同样理工技术出身、同样拥有电动汽车和太阳能梦想的工程师，开始以汽车界的“倒行逆施”者形象出现，各自开启同样充满争议但又相当不同的创业征程。\n走到2021年，在全球新能源汽车最重要的战场中国，特斯拉和比亚迪“两虎”相遇，在新能源汽车赛道进行了多番激烈的销量厮杀。数据显示，截至2020年年底，特斯拉以全球49.95万辆的销量一骑绝尘，成为2020年全球新能源汽车销售冠军，但在中国市场却遭遇了滑铁卢，销量不敌比亚迪。\n通过26年的成长，比亚迪已经成为国内新能源汽车行业的王者。截至2020年7月23日，比亚迪在港股和A股的上市公司（比亚迪、比亚迪电子、比亚迪股份）的市值总和已经超过8100亿人民币，早就超过了通用、福特等传统燃油车巨头。而13年间从未减持这家公司的“股神”巴菲特，也因此实现了近30倍的浮盈。\n但同时，市场对这个“王者”的质疑声依然存在。近日，持股比亚迪时间比巴菲特更久的中国价值投资大佬、巴菲特与芒格的“中国徒弟”李录，通过旗下的喜马拉雅资本连续两日减持比亚迪H股，共涉资24.39亿港元，引发了市场对比亚迪乃至新能源车行业新的价值探讨，也让比亚迪的市值在两天内蒸发了600亿元。\n比亚迪究竟是一家什么样的公司？“中国马斯克”王传福又是如何实现比亚迪的王者神话？\n/ 01 /\n梦想家和工作狂\n在位于深圳的比亚迪总部六角大楼，常年身着工作服的王传福，每天从距离公司15分钟车程的家中到此上班，几乎天天加班晚归，没有周末。在地球另一端的马斯克，则常常不离开办公室，在办公桌旁的睡袋里席地而睡，“和狗没什么两样”。\n大概能够做出非凡成就的人，大多精力充沛。王传福这个55岁的安徽人，工作起来犹如一架永动机，他多数时候乘坐经济舱出行，永远是公司每款新车的首个试车员和最佳代言人，时刻准备着宣讲对中国新能源车市场的看法和比亚迪的未来计划。\n除了是工作狂，王传福和马斯克两人同样敢于冒险，具有坚持、冷静、强硬等性格特质。比亚迪内部曾流传过一个段子，有官员来比亚迪参观，谈及电池污染，创始人王传福当场舀了一杯电解液喝了下去。不论段子真假，但它在比亚迪内部的流行，一定程度上反映了王传福在员工心目中的形象。\n从1995年辞职借款创立比亚迪以来，王传福每一步都不惜赌上身家下重注：以手机电池起家，后延伸至手机零部件；2003年转战汽车，凭借成本优势和销量打败对手，征服质疑者；随后逆向开发电动汽车，进军新能源，又高调跨界到仅有寡头玩家的单轨交通。如此跨越式的产业布局和全产业链介入的方式，业界无出其右。比亚迪也因此成为中国最大的电池生产商、进步最快的本土车商，以及新能源领域的代表人物。\n在比亚迪这个王国里，王传福几乎是绝对的权威。作为几十万员工的“灵魂”，他通常思路清晰、行动坚定，这成了确保比亚迪这个庞大机器几十年里能够顺利运转和执行的关键。但他也是一个出名固执的人，一旦认定的事就很难改变，下属的质疑和意见想撼动他并不容易。\n他曾在接受福布斯中文采访中称，“市场如战场，竞争像打仗，将军很重要，这就需要企业家起到带头作用。”\n作为将军，王传福打造“士兵队伍\"的思路也和很多企业家不同。相比花大价钱从外部聘请技术人员，王传福更倾向于从“白纸”开始进行培养。很多比亚迪高管因此都有着类似发展路径：大学毕业后，从学校宿舍搬进比亚迪宿舍；对他们而言，比亚迪不像公司，更像是大学的延续，领导也更像是导师。这种几乎不需要过渡的学业和职业生涯里，比亚迪培养了一大批研发骨干和管理层。\n财报显示，比亚迪拥有比亚迪中央研究院、比亚迪电力研究院等多个研究院，主要围绕新能源领域展开，囊括了几万名年轻工程师，大多来自公司“自产”。\n王传福曾表示，比亚迪最大的财富就是工程师。“即使所有财产包括土地、厂房、专利、股票全部消失，只要这些工程师还在，随时可以东山再起。”\n不过，“自产”的培养模式下，王传福背后的庞大团队，也几乎内化成了“另一个王传福”。这等于说，比亚迪如此一家庞大的企业，很多时候是依托于王传福一个人的超级能力。因此比亚迪的发展思路和局限，往往也体现了王传福的认知和局限。\n曾有比亚迪高管接受采访时透露，王传福对公司的管理几乎事必躬亲、巨细无遗。2003年比亚迪刚决定进入汽车行业时，曾有董事会成员强烈反对，后来汽车一度获得巨大成功。2008年，王传福希望进军新能源领域，“这时，再无人敢反对。”\n单一决策虽然高效，但因为缺乏足够的内部信息支持，有时候王传福能够获得的情况未必真实全面，因而做出的决策也未必正确。如此大背景下，比亚迪也因此经历了多次大起大落。\n/ 02 /\n成本！成本！\n或许是自小出身于一个并不富裕的家庭，或许是技术人天生带有的意识，“成本控制”几个字几乎被王传福刻在骨子里，成为比亚迪多个发展阶段的重要杀手锏，但也成为其升级的局限。\n与外界的想象相反，比亚迪最初取得成功，真正的竞争力并不在于技术的领先实力，而在于其生产研发方式将中国劳动力的优势发挥到极致。\n1992年，考虑到比亚迪是一家小型电池创业公司，想要介入镍镉电池这样的资本密集型产业并不容易，王传福选择以人海战术为依托的半自动电池生产方式：利用中国庞大而低廉的人力资源，在保证产品品质的前提下，通过延长电池生产工序等人工替代方式，最大程度地完成对资本密集环节的替代。\n这种“运用人工替代机器”的节约成本模式让公司形成了自己的成本优势，这成为它和日本电池公司抢占市场份额的杀手锏。\n进军汽车行业后，无论在生产还是销售方面，比亚迪也均延用了低成本策略。在生产方面，比亚迪在很多产品上坚持“买不如自造”，从驱动电机、三电、电池维护系统、动力电池，到车架、制动器、减震器、再到车身内饰总成等几乎全是自产，因此其一辆车的外部供应商有时候仅有30余个。\n相较而言，其竞争对手特斯拉的自产部件主要包括电控系统（三电）、BMS/电机控制器、自动驾驶系统三个方面，其他零部件基本都是借力外部供应商，Model3的外部供应商有近60家。\n这种买不如造的模式下，比亚迪几乎成了“全能选手”。公司能够横跨手机电池、代工生产、燃油车和新能源车多个细分制造业和产品品类，跑通技术和生产制造，很大程度上也得益于自身的“综合制造能力”。\n同时，在汽车销售方面，比亚迪曾采用分网方式扩军，通过“人海店”战术发挥终端潜力。\n在低成本策略下，2003年才通过收购进入汽车领域的比亚迪，依靠2005年上线的汽车F3，开启了汽车销量猛增的四五年：2008年汽车销量为20万辆，2009年快速增长至45万辆，其中F3一款车型的销量就高达30万辆。\n不过，硬币的另一面，自产自销模式也对研发生产带来了更多负担。不依赖外部，意味着公司需要不断投入成本维持技术研发，还要全力控制内部的生产成本。\n目前来看，比亚迪自产自销的成本优势目前并不非常明显。财报显示，2016年到2020年，比亚迪的毛利率维持在15%到20%，略高于传统燃油车企业超10%的水平。但2016年到2019年营业利润率却在逐步下降。\n\n另外，过于强调低成本造车，也让比亚迪很长时间里和“low”、“山寨”等标签脱离不开，影响了公司的品牌升级。\n目前，比亚迪在汽车领域有超几十款车型，其中新能源车产品主要包括：公交和出租领域的纯电动车K9和E6，主打政府采购；私家车市场，以插电式混动车“秦”“唐”“汉”“明”系列为主；在中高端市场，有与奔驰合资的纯电动车腾势。\n\n图源：渤海证券\n在外观内饰等方面，比亚迪多次因为“旧瓶装新酒”而被用户吐槽车辆外观“除了前脸和后屁股，全长一个样。”据媒体报道，比亚迪包括“秦”、G5在内的多款车，用的都是同一个平台。根据王传福的成本逻辑，开发新平台意味着新研发设计、建立新供应商链条，将带来更多成本。\n同时，相比上海大众、一汽大众等合资车企每年在营销方面花费数亿美元，比亚迪在营销方面的投入可以说是“相当有限”，还一度因为广告拍摄简陋被称为“农民车”广告。\n这很大原因在于，相比品牌建设，冶金物理化学系专业出身的王传福更喜欢追求技术指标的突破，比如百公里加速、油耗、电池续航里程、充电时间……比如，王传福曾提出“542”技术战略，即在新能源车的技术指标上实现百公里加速5秒以内，全时电四驱，百公里油耗2升以内，这个技术战略后来被用于多个系列车上。\n这导致公司虽有技术提升，但很长时间里呈现给市场的品牌形象并不佳，“低价低质”、“和高端很难沾边”等负面评价不少。\n/ 03 /\n新贵和骗子\n独行者的大起大落\n纵观比亚迪和特斯拉的发展历史可以发现，很多时候它们是在“明星企业”和“骗子企业”之间反复横跳。每一次当相关行业政策或利好出现时，它们被推上风口，而当其财务数据跟不上市场期待或者战略过于超前时，它们又饱受指责。\n比亚迪的发展历程大致分为三个阶段：1995年到2002年，以手机电池生产制造为主要业务；2002年到2009年，业务扩展至“电池+代工”，同时进军燃油车市场；2009年至今，进军新能源车领域，并尝试轨道交通等基建行业。\n2008年9月，巴菲特旗下公司以2.3亿美元（约合18亿港元）入股比亚迪，市场顿时掀起一股“比亚迪热”。短短一年，比亚迪的股价涨了10倍，从8港元涨至85港元，“比亚迪概念股”也大行其道。\n沐浴巴菲特的光环，加上汽车销量大涨，让比亚迪成为汽车行业新贵。人们从对这家公司不屑一顾，到言谈中必称比亚迪，仅仅过了5年。\n此时，王传福也有了新的野心，那就是进军新能源赛道。不过，比亚迪以动力和储能电池为基础的各项新能源业务，短期内很难有成型的商业模式。因此，王传福尝试复制进军汽车时“电池养汽车”的“以旧养新”思路，尝试通过传统汽车利润弥补新能源亏损，同时借力国家节能减排的战略东风和政策补贴。\n如果说2003年从电池跨越到汽车，比亚迪克服的主要是技术和能力鸿沟，那么2008年开始进军新能源，则是从市场生意之路转向政府。在新能源领域，这个自下而上成长起来的民营公司，越来越多地和政府站到了一起，高度依赖政府资源、财政补贴和政策扶持等也成了公司的长期状态。\n2008年，比亚迪推出插电混合动力轿车F3DM，2010年F3DM开始向个人消费者发售。彼时，其他厂商还未推出其他插电混合动力车产品，比亚迪的F3DM成了深圳市实现其新能源示范推广计划的主力车型，颇占先机。\n此外，备靠深圳的比亚迪还开始大力进军电动公交市场。2009年10月，比亚迪推出纯电动大巴K9，并终于形成了一套和深圳政策契合的发展道路：以公交电动大巴K9为新能源汽车切入口，加上插电混合动力轿车F3DM、纯电动轿车E6三线组合发展。\n随后，以发展新能源及汽车产业的名义，比亚迪开始在广东、湖南等地相继建立太阳能、汽车生产等生产基地。在这些投资中，地方政府提供土地，并通过提供产业补贴等方式给予比亚迪支持。\n不过，王传福低估了不同业务的跨越难度。基于对市场的乐观预测，比亚迪2009年到2011年间向新能源领域投出了超百亿元的资产。同时，在传统汽车产品更新不足的情况下，2010年定下了全年80万辆的激进产销目标，之后疯狂扩招人员，扩展经销商网络。\n于是，危机很快出现。\n从2010年4月开始，比亚迪的传统车销量开始同比下滑，颓势不止。让比亚迪长期依赖一款主力车型F3获利、缺乏新品的弱点暴露无遗。\n当年8月，公司不得不将全年销量目标从80万辆调低到60万辆，大量经销商退网，公司启动“人员优化”，几次和被离职员工坐上了谈判桌。不佳的财务管理等，导致公司财务高度吃紧，现金流等问题严重。\n到2011年，公司的盈利情况持续恶化。上半年，比亚迪的营收同比减少11%至225亿元，利润同比下滑89%至2.75亿元，财报中分类的三大主营业务——汽车、手机部件及组装以及二次充电电池业务的盈利能力均不好过，而纯电动汽车市场培育在初始阶段，短期内难见收益。\n为了缓解资本危机，比亚迪迫切需要向二级市场融资。2011年6月，A股新股破发乘风，为了顺利IPO，比亚迪采用了“主动让价”、降低募集资金等保守方式。公司后来虽成功上市，但基本面及业务发展的表现不如期待，冷却了投资者对“股神”的迷信。\n与2003年进入汽车产业时的“疯狂”不同，这一次，王传福被指责为“骗子”，用新能源故事“忽悠”大众。在不谨慎的扩量策略下，其传统汽车的质量和研发能力也受到质疑，品牌形象受损。\n王传福坦言，此前汽车销售的巨大成功让比亚迪决策层不冷静。以IT养车获得成功，但以车养新能源是另一码事。要想走出财务低谷，比亚迪唯有在汽车产业再度发力。\n3年后2014年7月，市场上又是另一幅光景：上百家基金、券商再次涌向比亚迪，对这家在新能源方面的先行者进行考察调研。随后，多家券商发表研报称，建议买入或增持比亚迪，原因是中国新能源车市场浪潮已经到来，比亚迪整体实力领先同行，未来可期。\n被狂热追捧和被冷落交替，比亚迪的创业故事也在其中不断演进。\n2016年10月，比亚迪宣布高调进军仅有寡头玩家且行业壁垒极高的轨道交通领域，推出“云轨”这一全电动单轨轨道交通方式，再次引发市场质疑。一年之后，中国大型公共交通设施建设政策迎来调整，要求各地城建减少不切实际的“拆建”等，云轨的发展因此踩下了急刹车，比亚迪也因此收获了不少“负面声音”。\n到2020年，在特斯拉的带动下，全球新能源汽车行业在资本市场经历了一轮疯涨。深处其中的比亚迪，同样也成为行业上行的受益者。\n到2021年年中，这一趋势有逐步回撤趋势，李录也在此时选择减持比亚迪。这背后的原因是什么？是因为比亚迪变了吗？\n/ 04 /\n比亚迪变了吗？\n李录大概是最早一批押注比亚迪的知名投资人。\n千禧年前后，中国汽车工业进入“井喷”式发展阶段，诞生了奇瑞、吉利等一批本土车企。\n2002年7月，彼时的国内电池大王比亚迪成功登陆港交所，并未涉足汽车行业；4个月后，比亚迪以2.695亿元收购西安秦川汽车，决定正式进军汽车领域。\n该决定犹如一石惊起千层浪，引发了一众机构投资者的抛售，比亚迪股票应声下跌。李录却反其道而行之，重金买入比亚迪。他曾在自己的书中解释称，投资比亚迪是因为天时地利人和：公司身处对的行业，在合适时间获得政府支持，公司的工程师文化让其有能力解决重大难题，投资时价格有安全边际……\n如今，他选择卖出比亚迪股票，市场估计大概是两个原因：一是市场的大逻辑变了，二是估值过高。\n从行业大逻辑来说，早在2020年年底，《新能源汽车产业发展规划（2021-2035 年）》以及不少研报都为行业发展奠定了基调：新能源是一个长期处于成长趋势的赛道，行业天花板很高。\n\n图源：渤海证券\n但同时，也有不少市场观点认为当下新能源相关股票估值处于历史高位。作为其中的代表性企业，比亚迪在A股和港股的市盈率分别高达158倍和120倍，投资人感到“恐高”也并不奇怪。\n在这场大考里，比亚迪的真实基本面究竟怎么样？\n财报显示，比亚迪2020财年实现营收约1566亿元，同比增长23%；归母净利润约42亿元，同比增长162%。可见，从整体收入和净利润来看，比亚迪依然处于快速增长中。\n其营收来源主要包括二次充电电池及光伏、汽车、手机三个部分。其中，汽车业务大致占比五成，手机部件和组装约占比四成，电池和光伏业务大致在7%-8%左右。目前其商用车的占比还较为有限（约2.5%），这意味着比亚迪差不多一半的收入来自销售乘用车产品、\n\n不过，在利润方面，以消费电子代工业务为主的比亚迪电子却几乎成了公司的“顶梁柱”。财报显示，从2018年至2020年，比亚迪电子对公司利润的贡献占比均在七成以上。由此可见，比亚迪的燃油车和新能源车，可能都没有想象中赚钱。\n同时，比亚迪虽然在新能源汽车领域称王，但数据显示，公司燃油车产品的销量反而超过新能源汽车。财报显示，2020年比亚迪汽车的销量为42.7万辆，其中新能源汽车销量为18.9万辆，燃油汽车的为23.7万辆，同比分别下降17.35%和增长2.32%。\n基于以上种种，有观点认为比亚迪已经陷入了“隐形泥潭”，公司的增长机会在哪里？\n一方面，比亚迪和滴滴曾在2020年达成合作，前者将为后者专门定制网约车D1，以国内网约车市场目前超千万的司机就业人数，这一合作的成长空间值得期待。另外，比亚迪半导体日前向深交所递交的创业板上市申请，距离正式IPO近在咫尺。在近两年车用半导体芯片供不应求的整体趋势下，新能源王者比亚迪或能借此更上一层楼。\n比亚迪能否王者归来，让我们拭目以待。","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179248715,"gmtCreate":1626539749137,"gmtModify":1703761584762,"author":{"id":"3581935244556244","authorId":"3581935244556244","name":"wewinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581935244556244","authorIdStr":"3581935244556244"},"themes":[],"htmlText":"Go to Downloads&nbsp;","listText":"Go to Downloads&nbsp;","text":"Go to Downloads","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/179248715","repostId":"1191979693","repostType":4,"repost":{"id":"1191979693","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626520237,"share":"https://ttm.financial/m/news/1191979693?lang=&edition=fundamental","pubTime":"2021-07-17 19:10","market":"us","language":"zh","title":"滴滴：网传“滴滴出行将于7月20日停止网络服务”的说法为谣言","url":"https://stock-news.laohu8.com/highlight/detail?id=1191979693","media":"老虎资讯综合","summary":"7月17日，滴滴出行：网传“滴滴出行将于7月20日停止网络服务”的说法为谣言，公司已向公安机关报案，并依规向网络安全审查办公室报备。\n\n继“滴滴出行”以及滴滴旗下其他25款APP下架之后，昨日七部门进","content":"<p>7月17日，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>出行：网传“滴滴出行将于7月20日停止网络服务”的说法为谣言，公司已向公安机关报案，并依规向网络安全审查办公室报备。</p>\n<p><img src=\"https://static.tigerbbs.com/39155f5f6b5fa45bb7b640a4c81affb9\" tg-width=\"882\" tg-height=\"222\" referrerpolicy=\"no-referrer\"></p>\n<p>继“滴滴出行”以及滴滴旗下其他25款APP下架之后，昨日七部门进驻滴滴公司。目前，“滴滴出行”APP部分功能已关闭。</p>\n<p>据网信中国官方微信公众号消息，按照网络安全审查工作安排，7月16日，国家网信办会同公安部、国家安全部、自然资源部、交通运输部、税务总局、市场监管总局等部门联合进驻滴滴出行科技有限公司（简称“滴滴出行”），开展网络安全审查。</p>\n<p><img src=\"https://static.tigerbbs.com/41a6824267940be22a8126f953a821ac\" tg-width=\"640\" tg-height=\"731\" referrerpolicy=\"no-referrer\"></p>\n<p>图片来源：网信中国</p>\n<p>7月2日，国家网信办发布通报，网络安全审查办公室对“滴滴出行”实施网络安全审查，审查期间“滴滴出行”停止新用户注册。</p>\n<p>7月4日，根据举报，经检测核实，“滴滴出行”APP存在严重违法违规收集使用个人信息问题。国家互联网信息办公室依据《中华人民共和国网络安全法》相关规定，通知应用商店下架“滴滴出行”APP。</p>\n<p>7月7日，“滴滴出行”在支付宝小程序、微信小程序内同时下架。在微信支付的交通出行服务中，也已看不到“滴滴出行”。</p>\n<p>7月9日， 因严重违法违规收集使用个人信息，继“滴滴出行”APP全网下架后，滴滴旗下另外25款APP也被国家网信办要求下架。这25款APP涉及顺风车、巴士、代驾、配送、金融、Uber等品牌业务。</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>滴滴：网传“滴滴出行将于7月20日停止网络服务”的说法为谣言</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滴滴：网传“滴滴出行将于7月20日停止网络服务”的说法为谣言\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\">2021-07-17 19:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月17日，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>出行：网传“滴滴出行将于7月20日停止网络服务”的说法为谣言，公司已向公安机关报案，并依规向网络安全审查办公室报备。</p>\n<p><img src=\"https://static.tigerbbs.com/39155f5f6b5fa45bb7b640a4c81affb9\" tg-width=\"882\" tg-height=\"222\" referrerpolicy=\"no-referrer\"></p>\n<p>继“滴滴出行”以及滴滴旗下其他25款APP下架之后，昨日七部门进驻滴滴公司。目前，“滴滴出行”APP部分功能已关闭。</p>\n<p>据网信中国官方微信公众号消息，按照网络安全审查工作安排，7月16日，国家网信办会同公安部、国家安全部、自然资源部、交通运输部、税务总局、市场监管总局等部门联合进驻滴滴出行科技有限公司（简称“滴滴出行”），开展网络安全审查。</p>\n<p><img src=\"https://static.tigerbbs.com/41a6824267940be22a8126f953a821ac\" tg-width=\"640\" tg-height=\"731\" referrerpolicy=\"no-referrer\"></p>\n<p>图片来源：网信中国</p>\n<p>7月2日，国家网信办发布通报，网络安全审查办公室对“滴滴出行”实施网络安全审查，审查期间“滴滴出行”停止新用户注册。</p>\n<p>7月4日，根据举报，经检测核实，“滴滴出行”APP存在严重违法违规收集使用个人信息问题。国家互联网信息办公室依据《中华人民共和国网络安全法》相关规定，通知应用商店下架“滴滴出行”APP。</p>\n<p>7月7日，“滴滴出行”在支付宝小程序、微信小程序内同时下架。在微信支付的交通出行服务中，也已看不到“滴滴出行”。</p>\n<p>7月9日， 因严重违法违规收集使用个人信息，继“滴滴出行”APP全网下架后，滴滴旗下另外25款APP也被国家网信办要求下架。这25款APP涉及顺风车、巴士、代驾、配送、金融、Uber等品牌业务。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c5ea7ede672eda39f3803f5271d88222","relate_stocks":{"DIDI":"滴滴(已退市)"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191979693","content_text":"7月17日，滴滴出行：网传“滴滴出行将于7月20日停止网络服务”的说法为谣言，公司已向公安机关报案，并依规向网络安全审查办公室报备。\n\n继“滴滴出行”以及滴滴旗下其他25款APP下架之后，昨日七部门进驻滴滴公司。目前，“滴滴出行”APP部分功能已关闭。\n据网信中国官方微信公众号消息，按照网络安全审查工作安排，7月16日，国家网信办会同公安部、国家安全部、自然资源部、交通运输部、税务总局、市场监管总局等部门联合进驻滴滴出行科技有限公司（简称“滴滴出行”），开展网络安全审查。\n\n图片来源：网信中国\n7月2日，国家网信办发布通报，网络安全审查办公室对“滴滴出行”实施网络安全审查，审查期间“滴滴出行”停止新用户注册。\n7月4日，根据举报，经检测核实，“滴滴出行”APP存在严重违法违规收集使用个人信息问题。国家互联网信息办公室依据《中华人民共和国网络安全法》相关规定，通知应用商店下架“滴滴出行”APP。\n7月7日，“滴滴出行”在支付宝小程序、微信小程序内同时下架。在微信支付的交通出行服务中，也已看不到“滴滴出行”。\n7月9日， 因严重违法违规收集使用个人信息，继“滴滴出行”APP全网下架后，滴滴旗下另外25款APP也被国家网信办要求下架。这25款APP涉及顺风车、巴士、代驾、配送、金融、Uber等品牌业务。","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}