Ivan55 personal page - To The Moon

Ivan55

Ivan55

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12-18

Pm

@pc1432:$Tesla Motors(TSLA)$ 回踩長期下跌趨勢線3 次才瘋漲這次可以漲到哪兒呢

2023-02-28

😂

@YKLEE:我是新用戶試過出金出金速度快非常可靠的老虎証券值得強力推薦給親人使用親友成功開戶後我亦很快收到邀請獎賞[開心] [開心]

2023-02-28

😂

@雷递:巍華新材衝刺上交所：擬募資22億吳江偉家族控制58%股權

2021-08-14

Cu

警方通报阿里女员工被侵害案：两男子涉强制猥亵犯罪

2021-07-28

omg

苹果美股盘前跌1.5%

2021-07-19

Oil coming pls

开盘：Five9涨超5%！中概股、石油股普跌

2021-07-16

good

双马“勾兑”，中国互联网回到春秋还是走向“统一”

2021-07-08

Cun

换电池之后，特斯拉Model Y要开始屠杀了？

2021-06-22

Great

错过SaaS，就是错过这个时代

2021-05-14

Hoot e

对冲基金巨头们开会了，多位大佬透露独家投资秘密

2021-05-12

Wow

Beyond Meat Inc Says This June, Beyond Meatballs Will Be Available For First Time At 2,100 Walmart Stores

2021-05-12

Haiz

台疫情升温，大马封城致半导体股集体下跌

2021-05-11

Nice

Palantir stock pulls back despite Q1 revenue beat, upside sales guidance

2021-05-10

Wow

Coinbase, Disney, EA, DoorDash, Simon Property, and Other Stocks for Investors to Watch This Week

2021-05-06

Omg

Opportunity Knocks As Nio Stock Is in a Slump

2021-05-04

[Shy] [Shy]

Bill and Melinda Gates are getting divorced. Here are some stocks they owned

2021-05-04

Not bad

XPeng delivers 5,147 EVs in April 2021

2021-05-03

Good

NIO rose more than 5%, after falling nearly 4% before

2021-04-30

Great

Sorry, the original content has been removed

2021-04-30

Good

Sorry, the original content has been removed

Go to Tiger App to see more news

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這次可以漲到哪兒呢","images":[{"img":"https://community-static.tradeup.com/news/6eea90ebd0e9f6ee14f81882e6d0aa73","width":"1527","height":"829"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382839775572472","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940016571,"gmtCreate":1677594399594,"gmtModify":1677594402937,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"😂","listText":"😂","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940016571","repostId":"9940091851","repostType":1,"repost":{"id":9940091851,"gmtCreate":1677585937073,"gmtModify":1677589784792,"author":{"id":"4139022916428622","authorId":"4139022916428622","name":"YKLEE","avatar":"https://community-static.tradeup.com/news/fe9094330db541612a94b8e41ddb4a5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4139022916428622","authorIdStr":"4139022916428622"},"themes":[],"htmlText":"我是新用戶 試過出金 出金速度快 非常可靠的老虎証券值得強力推薦給親人使用&nbsp; 親友成功開戶後我亦很快收到邀請獎賞[開心]&nbsp;[開心]&nbsp;","listText":"我是新用戶 試過出金 出金速度快 非常可靠的老虎証券值得強力推薦給親人使用&nbsp; 親友成功開戶後我亦很快收到邀請獎賞[開心]&nbsp;[開心]&nbsp;","text":"我是新用戶 試過出金 出金速度快 非常可靠的老虎証券值得強力推薦給親人使用 親友成功開戶後我亦很快收到邀請獎賞[開心] [開心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940091851","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940016266,"gmtCreate":1677594393256,"gmtModify":1677594395920,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"😂","listText":"😂","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940016266","repostId":"624545895","repostType":1,"repost":{"id":624545895,"gmtCreate":1677593856820,"gmtModify":1677593856820,"author":{"id":"3520120256277227","authorId":"3520120256277227","name":"雷递","avatar":"https://static.tigerbbs.com/c1d76d196de1b078825d97644631d0f1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520120256277227","authorIdStr":"3520120256277227"},"themes":[],"title":"巍華新材衝刺上交所：擬募資22億 吳江偉家族控制58%股權","htmlText":"雷遞網 雷建平 2月28日浙江巍華新材料股份有限公司（簡稱：“巍華新材”）日前遞交招股書，準備在上交所主板上市。巍華新材計劃募資21.68億元，其中，14.1億元用於建設年產2.22萬噸含氟新材料及新型功能化學品和企業研究院項目，2.57億元用於浙江巍華新材年產5000噸鄰氯氯苄、4000噸三氟甲苯系列、13500噸二氯甲苯和8300噸二氯甲苯氯化氟化系列產品項目，5億元用於補充流動資金。年營收17.76億巍華新材是一家專注於含氟精細化學品領域，是一家研發和生產氯甲苯和三氟甲基苯系列產品的企業，以製造含氯含氟特色化學品爲發展方向，已形成以甲苯爲起始原料的氯甲苯和三氟甲基苯系列產品的完整產品鏈。招股書顯示，巍華新材2020年、2021年、2022年營收分別爲10.63億元、14.24億元、17.76億元；淨利分別爲1.7億元、4.3億元、6.2億元；扣非後淨利分別爲2.6億元、4.1億元、6.17億元。報告期各期末，公司的應收賬款賬面價值分別爲9846萬元、1.3億元和1.36億元，佔公司總資產的比例分別爲8.8%、8.08%和5.81%。吳江偉一家三口控制58%股權截至本招股說明書籤署日，公司實際控制人爲吳江偉、吳順華，吳江偉系吳順華之子。吳江偉、吳順華通過公司控股股東瀛華控股控制公司51.03%股份表決權，吳江偉直接持有公司2.89%股份，吳順華直接持有公司2.7%股份，吳順華的配偶、吳江偉的母親金茶仙直接持有公司1.16%股份。同時，吳順華、吳江偉、金茶仙簽署一致行動協議，吳江偉、吳順華直接和間接以及通過一致行動協議合計控制公司57.78%股份表決權，吳江偉和吳順華爲公司實際控制人。此外，閏土股份持股爲20.56%，金石基金持股爲3.47%，阮國濤持股爲2.96%，阮靜波持股爲1.7%，橫店資本持股爲1.31%，潘強彪持股爲1.27%，紹興巍辰持股爲1.07%，丁興成持","listText":"雷遞網 雷建平 2月28日浙江巍華新材料股份有限公司（簡稱：“巍華新材”）日前遞交招股書，準備在上交所主板上市。巍華新材計劃募資21.68億元，其中，14.1億元用於建設年產2.22萬噸含氟新材料及新型功能化學品和企業研究院項目，2.57億元用於浙江巍華新材年產5000噸鄰氯氯苄、4000噸三氟甲苯系列、13500噸二氯甲苯和8300噸二氯甲苯氯化氟化系列產品項目，5億元用於補充流動資金。年營收17.76億巍華新材是一家專注於含氟精細化學品領域，是一家研發和生產氯甲苯和三氟甲基苯系列產品的企業，以製造含氯含氟特色化學品爲發展方向，已形成以甲苯爲起始原料的氯甲苯和三氟甲基苯系列產品的完整產品鏈。招股書顯示，巍華新材2020年、2021年、2022年營收分別爲10.63億元、14.24億元、17.76億元；淨利分別爲1.7億元、4.3億元、6.2億元；扣非後淨利分別爲2.6億元、4.1億元、6.17億元。報告期各期末，公司的應收賬款賬面價值分別爲9846萬元、1.3億元和1.36億元，佔公司總資產的比例分別爲8.8%、8.08%和5.81%。吳江偉一家三口控制58%股權截至本招股說明書籤署日，公司實際控制人爲吳江偉、吳順華，吳江偉系吳順華之子。吳江偉、吳順華通過公司控股股東瀛華控股控制公司51.03%股份表決權，吳江偉直接持有公司2.89%股份，吳順華直接持有公司2.7%股份，吳順華的配偶、吳江偉的母親金茶仙直接持有公司1.16%股份。同時，吳順華、吳江偉、金茶仙簽署一致行動協議，吳江偉、吳順華直接和間接以及通過一致行動協議合計控制公司57.78%股份表決權，吳江偉和吳順華爲公司實際控制人。此外，閏土股份持股爲20.56%，金石基金持股爲3.47%，阮國濤持股爲2.96%，阮靜波持股爲1.7%，橫店資本持股爲1.31%，潘強彪持股爲1.27%，紹興巍辰持股爲1.07%，丁興成持","text":"雷遞網 雷建平 2月28日浙江巍華新材料股份有限公司（簡稱：“巍華新材”）日前遞交招股書，準備在上交所主板上市。巍華新材計劃募資21.68億元，其中，14.1億元用於建設年產2.22萬噸含氟新材料及新型功能化學品和企業研究院項目，2.57億元用於浙江巍華新材年產5000噸鄰氯氯苄、4000噸三氟甲苯系列、13500噸二氯甲苯和8300噸二氯甲苯氯化氟化系列產品項目，5億元用於補充流動資金。年營收17.76億巍華新材是一家專注於含氟精細化學品領域，是一家研發和生產氯甲苯和三氟甲基苯系列產品的企業，以製造含氯含氟特色化學品爲發展方向，已形成以甲苯爲起始原料的氯甲苯和三氟甲基苯系列產品的完整產品鏈。招股書顯示，巍華新材2020年、2021年、2022年營收分別爲10.63億元、14.24億元、17.76億元；淨利分別爲1.7億元、4.3億元、6.2億元；扣非後淨利分別爲2.6億元、4.1億元、6.17億元。報告期各期末，公司的應收賬款賬面價值分別爲9846萬元、1.3億元和1.36億元，佔公司總資產的比例分別爲8.8%、8.08%和5.81%。吳江偉一家三口控制58%股權截至本招股說明書籤署日，公司實際控制人爲吳江偉、吳順華，吳江偉系吳順華之子。吳江偉、吳順華通過公司控股股東瀛華控股控制公司51.03%股份表決權，吳江偉直接持有公司2.89%股份，吳順華直接持有公司2.7%股份，吳順華的配偶、吳江偉的母親金茶仙直接持有公司1.16%股份。同時，吳順華、吳江偉、金茶仙簽署一致行動協議，吳江偉、吳順華直接和間接以及通過一致行動協議合計控制公司57.78%股份表決權，吳江偉和吳順華爲公司實際控制人。此外，閏土股份持股爲20.56%，金石基金持股爲3.47%，阮國濤持股爲2.96%，阮靜波持股爲1.7%，橫店資本持股爲1.31%，潘強彪持股爲1.27%，紹興巍辰持股爲1.07%，丁興成持","images":[{"img":"https://static.tigerbbs.com/ed7bbda1a91b65bc26db179d4d45ecbe","width":"795","height":"776"},{"img":"https://static.tigerbbs.com/6eade221f487f7fb287b3e810f191751","width":"1080","height":"2364"},{"img":"https://static.tigerbbs.com/9ecd6bf56382ce06124110998c52c0c5","width":"1080","height":"938"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/624545895","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897565307,"gmtCreate":1628945001409,"gmtModify":1676529897772,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"Cu&nbsp;","listText":"Cu&nbsp;","text":"Cu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/897565307","repostId":"1168954704","repostType":4,"repost":{"id":"1168954704","kind":"news","pubTimestamp":1628942727,"share":"https://ttm.financial/m/news/1168954704?lang=&edition=fundamental","pubTime":"2021-08-14 20:05","market":"us","language":"zh","title":"警方通报阿里女员工被侵害案：两男子涉强制猥亵犯罪","url":"https://stock-news.laohu8.com/highlight/detail?id=1168954704","media":"济南公安","summary":"没有证据证明有强奸犯罪事实发生。目前，案件正在进一步侦办中。","content":"<p>近日，针对“阿里女员工被侵害”一案，公安机关在济南、杭州两地同步全面调查取证，依法开展讯问询问、调阅视频监控、固定提取电子数据、勘验检查等工作。现就调查情况通报如下：</p>\n<p><b>一、案件起因</b></p>\n<p>2021年7月26日，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团王某文、胡某敏来济出差，入住市中区大观园<a href=\"https://laohu8.com/S/ATAT\">亚朵酒店</a>。27日，阿里巴巴集团周某（女）来济出差，入住槐荫区济南西站亚朵轻居酒店。同日，王某兵入住天桥区维也纳酒店。下午，一行4人到济南华联超市洽谈业务并成功签约。当晚，4人在市中区中海环宇城渔家灯火饭店宴请济南华联超市张某等4人。饭后，周某返回槐荫区济南西站亚朵轻居酒店。7月28日上午，周某认为自己可能在醉酒状态下被人侵害，与丈夫通话后于中午报警。</p>\n<p><b>二、关于犯罪嫌疑人王某文涉嫌强制猥亵犯罪的情况</b></p>\n<p>2021年7月28日12时34分，济南市公安局槐荫区分局张庄路派出所接110报警，报警人周某称：“昨天晚上喝醉酒了，我同事送我回来，第一次送我回来是两个同事一起，后面其中有个男同事自己单独折返进入我房间，那个时候我已经喝醉了，然后可能发生一些事情，我现在想去查这个酒店的监控，酒店这边说：‘不能看，涉及用户隐私。’我这边没办法看，我想问下怎么能看下录像，是不是可以说，警察的人来过后能看录像？目前我没有受伤。”</p>\n<p>接报警后，张庄路派出所第一时间处警，并于当日受理为刑事案件。值班民警到槐荫区济南西站亚朵轻居酒店后，调取查看监控录像，对房间进行勘查。经查实，周某系退房后报警，其入住房间已打扫。随后，民警立即带领周某前往山东省立医院进行人身检查。15时15分，公安机关电话通知周某举报的男同事王某文到派出所接受调查。</p>\n<p>因案情比较复杂，需多方取证调查，根据《公安机关执法细则》，7月29日，槐荫区分局将此案立案审查期限延长30日。8月10日，立为强制猥亵刑事案件。</p>\n<p>经查证，2021年7月27日晚至28日凌晨，王某文先后四次进入周某房间。</p>\n<p>第一次： 7月27日22时51分，王某文与济南华联超市陈某丽（女）打出租车送周某到达槐荫区济南西站亚朵轻居酒店。在酒店前台，因周某酒醉无法确认房间号码，王某文持周某身份证、房卡交服务员确认房间号码。22时53分，王某文和陈某丽一起把周某送进房间休息。22时58分，陈某丽离开后，王某文间隔15秒离开房间。</p>\n<p>第二次：陈、王两人下楼后，陈某丽打车回家。23时04分，王某文在酒店门口欲打车离开时，接到胡某敏电话告知，周某多次给其打电话说话含糊不清。胡某敏得知王某文仍在周某酒店楼下，让王某文去查看周某的情况。23时08分，王某文取消打车软件订单。23时16分，王某文返回酒店前台，持周某及本人身份证，经前台电话联系征得周某同意后，办理了周某房间的房卡，于23时23分进入周某房间。在房间内，王某文对周某实施了强制猥亵行为，23时33分王某文网上购买避孕套。23时43分王某文离开周某房间，此时避孕套并未送达。7月28日0时，快递员将避孕套送至酒店前台（上午10时许，王某文返回酒店前台将该避孕套取走并丢弃）。</p>\n<p>第三次：7月28日0时，王某文在酒店门口打车准备离开，接到身在杭州同事胡某鹏（女）微信视频电话告知，周某多次与其联系语焉不详，让王某文查看一下周某情况。王某文连接了视频通话于0时13分进入周某房间，向胡某鹏证实周某已入睡。0时21分，王某文离开周某房间。</p>\n<p>第四次：王某文下楼后，因发现自己入住酒店（市中区大观园亚朵酒店）的公用雨伞遗忘在周某房间，于0时24分进入周某房间，0时26分取回雨伞后离开房间，打车返回酒店休息。</p>\n<p><b>三、关于犯罪嫌疑人张某涉嫌强制猥亵犯罪的情况</b></p>\n<p>8月4日，周某再次拨打110报警称：“7月27日晚上，我在济南市市中区中海环宇城渔家灯火饭店内与同事领导吃饭时，因醉酒被人猥亵。”市中区分局七贤派出所接警后当日受理，依法开展调查。8月10日，市中区分局依法将此案移交槐荫区分局进行并案侦查。</p>\n<p>经查证，7月27日宴请期间，21时29分，周某因饮酒过多欲呕吐时，张某陪其一起走出包间。周某出包间后一路呕吐至饭店大厅吧台垃圾桶处。随后，返回包间途中张某对周某实施了强制猥亵行为。22时许，宴请结束。</p>\n<p>7月28日7时14分，周某与张某联系，告知房间号码，张某从家中携带一盒未开封的避孕套，于7时59分到达槐荫区济南西站亚朵轻居酒店，敲门进入周某房间后，对周某实施了强制猥亵行为。9时35分，张某离开周某房间时，带走周某内裤一条，避孕套（未开封）遗留在房间内。</p>\n<p><b>四、涉案相关情况调查</b></p>\n<p>1．关于周某是否被迫出差</p>\n<p>经查实，2021年4月，阿里巴巴集团某部与济南华联超市达成合作意向后，单位确定周某负责后续对接。7月15日双方网签，约定7月27日现场盖章签约。通过大量证人证言及调取阿里公司出差报备系统信息、相关电子数据等证据，未发现周某被迫出差情况。</p>\n<p>2．关于周某是否被“灌酒”</p>\n<p>经查实，7月27日下午双方签约结束后，王某文提议共同庆祝签约成功，周某预定了饭店并通知济南华联超市参加人员就餐的时间、地点。当晚，共8人就餐（6男2女）， 1位女士未饮酒，1人饮用2瓶啤酒，王某文、张某、周某等6人饮用近5瓶白酒。经就餐人员、饭店服务人员证实，就餐期间无人强迫饮酒，周某饮用白酒约350毫升。</p>\n<p>案发后，济南市公安局槐荫区分局开展立案调查，为确保调查权威、准确、专业，济南市公安局抽调精干力量，组成专案组，商请检察机关提前介入。山东省公安厅刑侦局督导并组织专家参与了案件办理。</p>\n<p>根据《中华人民共和国刑法》第237条规定，<b>犯罪嫌疑人王某文、张某因涉嫌强制猥亵罪，已被济南市公安局槐荫区分局依法采取刑事强制措施，没有证据证明有强奸犯罪事实发生。</b>目前，案件正在进一步侦办中。</p>\n<p>以上案情及调查情况特此通报。感谢杭州公安在此案调查过程中给予的大力协助，感谢广大网友和社会各界对济南公安工作的关心支持！</p>\n<p>济南市公安局槐荫区分局</p>\n<p>2021年8月14日</p>\n<p><img src=\"https://static.tigerbbs.com/e52a09ece556bba347781e42cf1d8e9a\" tg-width=\"641\" tg-height=\"5867\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1628943511315","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>警方通报阿里女员工被侵害案：两男子涉强制猥亵犯罪</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警方通报阿里女员工被侵害案：两男子涉强制猥亵犯罪\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-14 20:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://view.inews.qq.com/a/TWF2021081400563800?uid=&shareto&openwith=wxmessage&cv=0x2800093b&dt=2&lang=zh_CN&openid=o04IBACPA-iDVVwXrPbSaA0CsXMk&key=2948535dc679cbe8336fc1a28e7c83912afad1650bb7ccf69195528cce3706e1d0aa56553ac4d027c3122cb79c51d4ee20e2ab3b6bbb32206b6a5cab94c766ff4c7aa8c2432443487bc4722d66dd0d4cb9f2e654e4102d01cba05b148146b0642467860b8f7a22efd8fe43131f0abaac3c8a77b0d88d8f4e30bf1f4674711794&version=2800093b&devicetype=android-29&wuid=oDdoCt-7fz8cAWN1hhFct9YErWrQ&sharer=o04IBADwKf3FSX7-QfrD1SIQZKYQ&pass_ticket=O5r397y0gRxolj4aYr3zbKZ0fo66FjZ4vcVfj4w21KKZgONrFD0J3N5HiVzZGQru><strong>济南公安</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，针对“阿里女员工被侵害”一案，公安机关在济南、杭州两地同步全面调查取证，依法开展讯问询问、调阅视频监控、固定提取电子数据、勘验检查等工作。现就调查情况通报如下：\n一、案件起因\n2021年7月26日，阿里巴巴集团王某文、胡某敏来济出差，入住市中区大观园亚朵酒店。27日，阿里巴巴集团周某（女）来济出差，入住槐荫区济南西站亚朵轻居酒店。同日，王某兵入住天桥区维也纳酒店。下午，一行4人到济南华联超市...</p>\n\n<a href=\"https://view.inews.qq.com/a/TWF2021081400563800?uid=&shareto&openwith=wxmessage&cv=0x2800093b&dt=2&lang=zh_CN&openid=o04IBACPA-iDVVwXrPbSaA0CsXMk&key=2948535dc679cbe8336fc1a28e7c83912afad1650bb7ccf69195528cce3706e1d0aa56553ac4d027c3122cb79c51d4ee20e2ab3b6bbb32206b6a5cab94c766ff4c7aa8c2432443487bc4722d66dd0d4cb9f2e654e4102d01cba05b148146b0642467860b8f7a22efd8fe43131f0abaac3c8a77b0d88d8f4e30bf1f4674711794&version=2800093b&devicetype=android-29&wuid=oDdoCt-7fz8cAWN1hhFct9YErWrQ&sharer=o04IBADwKf3FSX7-QfrD1SIQZKYQ&pass_ticket=O5r397y0gRxolj4aYr3zbKZ0fo66FjZ4vcVfj4w21KKZgONrFD0J3N5HiVzZGQru\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/47f0c4e41eaea5c2a69074ff30233d7f","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://view.inews.qq.com/a/TWF2021081400563800?uid=&shareto&openwith=wxmessage&cv=0x2800093b&dt=2&lang=zh_CN&openid=o04IBACPA-iDVVwXrPbSaA0CsXMk&key=2948535dc679cbe8336fc1a28e7c83912afad1650bb7ccf69195528cce3706e1d0aa56553ac4d027c3122cb79c51d4ee20e2ab3b6bbb32206b6a5cab94c766ff4c7aa8c2432443487bc4722d66dd0d4cb9f2e654e4102d01cba05b148146b0642467860b8f7a22efd8fe43131f0abaac3c8a77b0d88d8f4e30bf1f4674711794&version=2800093b&devicetype=android-29&wuid=oDdoCt-7fz8cAWN1hhFct9YErWrQ&sharer=o04IBADwKf3FSX7-QfrD1SIQZKYQ&pass_ticket=O5r397y0gRxolj4aYr3zbKZ0fo66FjZ4vcVfj4w21KKZgONrFD0J3N5HiVzZGQru","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168954704","content_text":"近日，针对“阿里女员工被侵害”一案，公安机关在济南、杭州两地同步全面调查取证，依法开展讯问询问、调阅视频监控、固定提取电子数据、勘验检查等工作。现就调查情况通报如下：\n一、案件起因\n2021年7月26日，阿里巴巴集团王某文、胡某敏来济出差，入住市中区大观园亚朵酒店。27日，阿里巴巴集团周某（女）来济出差，入住槐荫区济南西站亚朵轻居酒店。同日，王某兵入住天桥区维也纳酒店。下午，一行4人到济南华联超市洽谈业务并成功签约。当晚，4人在市中区中海环宇城渔家灯火饭店宴请济南华联超市张某等4人。饭后，周某返回槐荫区济南西站亚朵轻居酒店。7月28日上午，周某认为自己可能在醉酒状态下被人侵害，与丈夫通话后于中午报警。\n二、关于犯罪嫌疑人王某文涉嫌强制猥亵犯罪的情况\n2021年7月28日12时34分，济南市公安局槐荫区分局张庄路派出所接110报警，报警人周某称：“昨天晚上喝醉酒了，我同事送我回来，第一次送我回来是两个同事一起，后面其中有个男同事自己单独折返进入我房间，那个时候我已经喝醉了，然后可能发生一些事情，我现在想去查这个酒店的监控，酒店这边说：‘不能看，涉及用户隐私。’我这边没办法看，我想问下怎么能看下录像，是不是可以说，警察的人来过后能看录像？目前我没有受伤。”\n接报警后，张庄路派出所第一时间处警，并于当日受理为刑事案件。值班民警到槐荫区济南西站亚朵轻居酒店后，调取查看监控录像，对房间进行勘查。经查实，周某系退房后报警，其入住房间已打扫。随后，民警立即带领周某前往山东省立医院进行人身检查。15时15分，公安机关电话通知周某举报的男同事王某文到派出所接受调查。\n因案情比较复杂，需多方取证调查，根据《公安机关执法细则》，7月29日，槐荫区分局将此案立案审查期限延长30日。8月10日，立为强制猥亵刑事案件。\n经查证，2021年7月27日晚至28日凌晨，王某文先后四次进入周某房间。\n第一次： 7月27日22时51分，王某文与济南华联超市陈某丽（女）打出租车送周某到达槐荫区济南西站亚朵轻居酒店。在酒店前台，因周某酒醉无法确认房间号码，王某文持周某身份证、房卡交服务员确认房间号码。22时53分，王某文和陈某丽一起把周某送进房间休息。22时58分，陈某丽离开后，王某文间隔15秒离开房间。\n第二次：陈、王两人下楼后，陈某丽打车回家。23时04分，王某文在酒店门口欲打车离开时，接到胡某敏电话告知，周某多次给其打电话说话含糊不清。胡某敏得知王某文仍在周某酒店楼下，让王某文去查看周某的情况。23时08分，王某文取消打车软件订单。23时16分，王某文返回酒店前台，持周某及本人身份证，经前台电话联系征得周某同意后，办理了周某房间的房卡，于23时23分进入周某房间。在房间内，王某文对周某实施了强制猥亵行为，23时33分王某文网上购买避孕套。23时43分王某文离开周某房间，此时避孕套并未送达。7月28日0时，快递员将避孕套送至酒店前台（上午10时许，王某文返回酒店前台将该避孕套取走并丢弃）。\n第三次：7月28日0时，王某文在酒店门口打车准备离开，接到身在杭州同事胡某鹏（女）微信视频电话告知，周某多次与其联系语焉不详，让王某文查看一下周某情况。王某文连接了视频通话于0时13分进入周某房间，向胡某鹏证实周某已入睡。0时21分，王某文离开周某房间。\n第四次：王某文下楼后，因发现自己入住酒店（市中区大观园亚朵酒店）的公用雨伞遗忘在周某房间，于0时24分进入周某房间，0时26分取回雨伞后离开房间，打车返回酒店休息。\n三、关于犯罪嫌疑人张某涉嫌强制猥亵犯罪的情况\n8月4日，周某再次拨打110报警称：“7月27日晚上，我在济南市市中区中海环宇城渔家灯火饭店内与同事领导吃饭时，因醉酒被人猥亵。”市中区分局七贤派出所接警后当日受理，依法开展调查。8月10日，市中区分局依法将此案移交槐荫区分局进行并案侦查。\n经查证，7月27日宴请期间，21时29分，周某因饮酒过多欲呕吐时，张某陪其一起走出包间。周某出包间后一路呕吐至饭店大厅吧台垃圾桶处。随后，返回包间途中张某对周某实施了强制猥亵行为。22时许，宴请结束。\n7月28日7时14分，周某与张某联系，告知房间号码，张某从家中携带一盒未开封的避孕套，于7时59分到达槐荫区济南西站亚朵轻居酒店，敲门进入周某房间后，对周某实施了强制猥亵行为。9时35分，张某离开周某房间时，带走周某内裤一条，避孕套（未开封）遗留在房间内。\n四、涉案相关情况调查\n1．关于周某是否被迫出差\n经查实，2021年4月，阿里巴巴集团某部与济南华联超市达成合作意向后，单位确定周某负责后续对接。7月15日双方网签，约定7月27日现场盖章签约。通过大量证人证言及调取阿里公司出差报备系统信息、相关电子数据等证据，未发现周某被迫出差情况。\n2．关于周某是否被“灌酒”\n经查实，7月27日下午双方签约结束后，王某文提议共同庆祝签约成功，周某预定了饭店并通知济南华联超市参加人员就餐的时间、地点。当晚，共8人就餐（6男2女）， 1位女士未饮酒，1人饮用2瓶啤酒，王某文、张某、周某等6人饮用近5瓶白酒。经就餐人员、饭店服务人员证实，就餐期间无人强迫饮酒，周某饮用白酒约350毫升。\n案发后，济南市公安局槐荫区分局开展立案调查，为确保调查权威、准确、专业，济南市公安局抽调精干力量，组成专案组，商请检察机关提前介入。山东省公安厅刑侦局督导并组织专家参与了案件办理。\n根据《中华人民共和国刑法》第237条规定，犯罪嫌疑人王某文、张某因涉嫌强制猥亵罪，已被济南市公安局槐荫区分局依法采取刑事强制措施，没有证据证明有强奸犯罪事实发生。目前，案件正在进一步侦办中。\n以上案情及调查情况特此通报。感谢杭州公安在此案调查过程中给予的大力协助，感谢广大网友和社会各界对济南公安工作的关心支持！\n济南市公安局槐荫区分局\n2021年8月14日","news_type":1},"isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803442421,"gmtCreate":1627460207763,"gmtModify":1703490382046,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"omg","listText":"omg","text":"omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803442421","repostId":"2154947640","repostType":2,"repost":{"id":"2154947640","kind":"news","pubTimestamp":1627459560,"share":"https://ttm.financial/m/news/2154947640?lang=&edition=fundamental","pubTime":"2021-07-28 16:06","market":"us","language":"zh","title":"苹果美股盘前跌1.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2154947640","media":"36氪","summary":"36氪获悉，截至发稿，苹果美股盘前跌1.5%。苹果2021财年第三季度营收814亿美元，市场预期738.2亿美元；第三季度每股收益1.30美元，市场预估1.01美元。苹果首席财务官卢卡·马埃斯特里指出，由于汇率、服务业务增长放缓以及iPhone和iPad的供应限制，预计第四财季苹果营收同比增幅将低于第三财季（36%）。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/KRKR\">36氪</a>获悉，截至发稿，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>美股盘前跌1.5%。苹果2021财年第三季度营收814亿美元，市场预期738.2亿美元；第三季度<span>每股收益</span>1.30美元，市场预估1.01美元。苹果首席财务官卢卡·马埃斯特里指出，由于<span>汇率</span>、服务业务增长放缓以及iPhone和iPad的供应限制，预计第四财季苹果营收同比增幅将低于第三财季（36%）。</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>苹果美股盘前跌1.5%</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苹果美股盘前跌1.5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 16:06 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107281606047c263e8f&s=b><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>36氪获悉，截至发稿，苹果美股盘前跌1.5%。苹果2021财年第三季度营收814亿美元，市场预期738.2亿美元；第三季度每股收益1.30美元，市场预估1.01美元。苹果首席财务官卢卡·马埃斯特里指出，由于汇率、服务业务增长放缓以及iPhone和iPad的供应限制，预计第四财季苹果营收同比增幅将低于第三财季（36%）。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107281606047c263e8f&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/0b841f5eda278b95023e7905323fa0be","relate_stocks":{"AAPL":"苹果"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107281606047c263e8f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2154947640","content_text":"36氪获悉，截至发稿，苹果美股盘前跌1.5%。苹果2021财年第三季度营收814亿美元，市场预期738.2亿美元；第三季度每股收益1.30美元，市场预估1.01美元。苹果首席财务官卢卡·马埃斯特里指出，由于汇率、服务业务增长放缓以及iPhone和iPad的供应限制，预计第四财季苹果营收同比增幅将低于第三财季（36%）。","news_type":1},"isVote":1,"tweetType":1,"viewCount":719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171384146,"gmtCreate":1626706572685,"gmtModify":1703763779005,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"Oil coming pls&nbsp;","listText":"Oil coming pls&nbsp;","text":"Oil coming pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/171384146","repostId":"1168911346","repostType":4,"repost":{"id":"1168911346","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":1626701522,"share":"https://ttm.financial/m/news/1168911346?lang=&edition=fundamental","pubTime":"2021-07-19 21:32","market":"us","language":"zh","title":"开盘：Five9涨超5%！中概股、石油股普跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1168911346","media":"老虎资讯综合","summary":"7月19日，美股三大指数集体低开，道指跌1.46%，纳指跌1.28%，标普500指数跌1.3%。\n国际原油期货大跌拖累石油股走低，斯伦贝谢跌超5%，埃克森美孚跌超3%，英国石油、雪佛龙跌超2%。\n中概","content":"<p>7月19日，美股三大指数集体低开，道指跌1.46%，纳指跌1.28%，标普500指数跌1.3%。</p>\n<p><img src=\"https://static.tigerbbs.com/c358d2f0bb3878bc9ea60b590a08abf1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">国际原油期货大跌拖累石油股走低，<a href=\"https://laohu8.com/S/SLB\">斯伦贝谢</a>跌超5%，<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>跌超3%，<a href=\"https://laohu8.com/S/BP\">英国石油</a>、<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>跌超2%。</p>\n<p>中概股普跌，<a href=\"https://laohu8.com/S/CPOP\">普普文化</a>跌逾11%，<a href=\"https://laohu8.com/S/ZH\">知乎</a>、<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌逾5%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌4%。</p>\n<p>美股航空股走低，美联航跌近5%，<a href=\"https://laohu8.com/S/DAL\">达美航空</a>、<a href=\"https://laohu8.com/S/BA\">波音</a>跌超3%。</p>\n<p>Five9涨约5.5%，<a href=\"https://laohu8.com/S/ZM\">Zoom</a>拟以约147亿美元收购该公司。</p>\n<p>Red Cat Holdings跌39%，此前宣布以每股4.5美元的价格发行超1333万普通股。</p>\n<p>半导体公司<a href=\"https://laohu8.com/S/AEHR\">Aehr Test Systems</a>涨43%，该公司第四财季净销售额翻倍。</p>\n<p><a href=\"https://laohu8.com/S/XNET\">迅雷</a>跌超5%，江苏省消保委通报PC端应用软件网络弹窗调查情况，点名<a href=\"https://laohu8.com/S/XNET\">迅雷</a>等。</p>\n<p></p>\n<p></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>开盘：Five9涨超5%！中概股、石油股普跌</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n开盘：Five9涨超5%！中概股、石油股普跌\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\">2021-07-19 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月19日，美股三大指数集体低开，道指跌1.46%，纳指跌1.28%，标普500指数跌1.3%。</p>\n<p><img src=\"https://static.tigerbbs.com/c358d2f0bb3878bc9ea60b590a08abf1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">国际原油期货大跌拖累石油股走低，<a href=\"https://laohu8.com/S/SLB\">斯伦贝谢</a>跌超5%，<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>跌超3%，<a href=\"https://laohu8.com/S/BP\">英国石油</a>、<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>跌超2%。</p>\n<p>中概股普跌，<a href=\"https://laohu8.com/S/CPOP\">普普文化</a>跌逾11%，<a href=\"https://laohu8.com/S/ZH\">知乎</a>、<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌逾5%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌4%。</p>\n<p>美股航空股走低，美联航跌近5%，<a href=\"https://laohu8.com/S/DAL\">达美航空</a>、<a href=\"https://laohu8.com/S/BA\">波音</a>跌超3%。</p>\n<p>Five9涨约5.5%，<a href=\"https://laohu8.com/S/ZM\">Zoom</a>拟以约147亿美元收购该公司。</p>\n<p>Red Cat Holdings跌39%，此前宣布以每股4.5美元的价格发行超1333万普通股。</p>\n<p>半导体公司<a href=\"https://laohu8.com/S/AEHR\">Aehr Test Systems</a>涨43%，该公司第四财季净销售额翻倍。</p>\n<p><a href=\"https://laohu8.com/S/XNET\">迅雷</a>跌超5%，江苏省消保委通报PC端应用软件网络弹窗调查情况，点名<a href=\"https://laohu8.com/S/XNET\">迅雷</a>等。</p>\n<p></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".DJI":"道琼斯","QNETCN":"纳斯达克中美互联网老虎指数",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","FIVN":"Five9 Inc","TTTN":"老虎中美互联网巨头ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168911346","content_text":"7月19日，美股三大指数集体低开，道指跌1.46%，纳指跌1.28%，标普500指数跌1.3%。\n国际原油期货大跌拖累石油股走低，斯伦贝谢跌超5%，埃克森美孚跌超3%，英国石油、雪佛龙跌超2%。\n中概股普跌，普普文化跌逾11%，知乎、新东方跌逾5%，蔚来跌4%。\n美股航空股走低，美联航跌近5%，达美航空、波音跌超3%。\nFive9涨约5.5%，Zoom拟以约147亿美元收购该公司。\nRed Cat Holdings跌39%，此前宣布以每股4.5美元的价格发行超1333万普通股。\n半导体公司Aehr Test Systems涨43%，该公司第四财季净销售额翻倍。\n迅雷跌超5%，江苏省消保委通报PC端应用软件网络弹窗调查情况，点名迅雷等。","news_type":1},"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170711925,"gmtCreate":1626450723267,"gmtModify":1703760519460,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"good&nbsp;","listText":"good&nbsp;","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/170711925","repostId":"1135978719","repostType":4,"repost":{"id":"1135978719","kind":"news","pubTimestamp":1626404715,"share":"https://ttm.financial/m/news/1135978719?lang=&edition=fundamental","pubTime":"2021-07-16 11:05","market":"hk","language":"zh","title":"双马“勾兑”，中国互联网回到春秋还是走向“统一”","url":"https://stock-news.laohu8.com/highlight/detail?id=1135978719","media":"新熵","summary":"阿里巴巴和腾讯两方“握手言和”，双方的流量池将可以相互流转，对二者各有裨益。","content":"<p>如今的国内互联网江湖，与二战后的世界政治局势颇有几分相似。作为中文互联网的两极，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>与<a href=\"https://laohu8.com/S/00700\">腾讯</a>的“握手”，无异于平行宇宙中的美苏结盟，仿佛往看似平静的湖面里投下一块巨石，激起的涟漪足以成为令其他公司倾倒的惊天骇浪。</p>\n<p>7月14日，据外媒报道，阿里巴巴和腾讯正考虑逐步互相开放生态系统。消息人士称，阿里方面的初步举措可能包括将微信支付引入淘系电商平台，而腾讯则或将允许淘系电商的内容在微信内分享，或者允许微信用户通过小程序使用阿里的服务。</p>\n<p>消息一出，不少围观群众、行业人士表示“难以置信”：猛然拆掉阿里巴巴与腾讯之间横亘已久的“墙”，放在过去简直是天方夜谭。但不少人提出需要再次审视目前的大环境，此一时彼一时，反垄断大旗下，谁也不能避免被波及。</p>\n<p>眼下，作为事件中的主角，阿里巴巴、腾讯双方均暂无具体回应，似乎更加从侧面佐证了报道内容的一丝真实性。</p>\n<p>一只南美热带雨林中的蝴蝶，偶尔扇动几下翅膀，可能在两周以后引起美国德克萨斯州的一场龙卷风。</p>\n<p>如若上述消息属实，阿里巴巴与腾讯互相开放生态系统，不管对于自身还是行业都会造成不小且深远的影响。</p>\n<p><b>马云的得与失</b></p>\n<p>任何决策作出的背后，通常有直接和间接两大因素叠加作用，且某种程度上，间接因素起到的功效更加具有决定性。</p>\n<p>拿此次阿里巴巴与腾讯的互相放开生态来说，首当其冲先被公众提及的是反垄断大环境，即可能是直接因素。</p>\n<p>进一步联想，可以发现，阿里巴巴的反垄断风险主要集中在电商和本地生活服务，“二选一”为反垄断法规明确禁止的行为。关于腾讯的反垄断风险，则多集中在游戏直播（<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>与<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>合并）、在线音乐（腾讯收购中国音乐）领域，在腾讯的基本面，社交和游戏领域，现阶段，反垄断监管风险较低。</p>\n<p>这背后的逻辑，观察近期落地的执法行为不难看出，越是对于平台上的C端和B端弱势用户、商家来说，直接损害了其相关体验和利益，越是容易成为被执法的标的，并不是简单地去比较市场份额、用户规模等数据因素。</p>\n<p>从这个角度来看，阿里巴巴与腾讯选择互相开放生态，反垄断其实并没有起到想象中巨大的推力，当然，考虑到阿里巴巴与腾讯之间长久以来的“意识形态冷战”，反垄断监管也发挥了一些“拆除柏林墙”的作用。</p>\n<p>找到大多人眼中的直接因素，那么间接因素是什么？</p>\n<p>据QuestMobile发布的《<a href=\"https://laohu8.com/S/CHL\">中国移动</a>互联网行业2020年度大报告》显示，近年来，移动互联网流量接近饱和，2019年到2020年，移动互联网流量月均同比增速从2.3%下降到1.7%，移动互联网市场进入存量竞争时代。</p>\n<p><img src=\"https://static.tigerbbs.com/f2deed354df4a4cc5921824ad4280ea4\" tg-width=\"550\" tg-height=\"308\" referrerpolicy=\"no-referrer\"></p>\n<p>此趋势下，互联网巨头对用户时长的争夺加剧，分析2019年到2020年移动互联网巨头系APP使用时长占比变化可知，头条系及快手系“短视频+直播”产品形态抢占效果明显，阿里系、腾讯系及<a href=\"https://laohu8.com/S/BIDU\">百度</a>系均有所下滑。</p>\n<p>在此前提下，阿里巴巴和腾讯两方“握手言和”，双方的流量池将可以相互流转，对二者各有裨益。</p>\n<p>当前，从披露的信息来看，最直接受到利好影响的是阿里巴巴。</p>\n<p>今年5月13日，阿里巴巴公布截至今年3月底的2021财年四季度财报。数据显示，阿里巴巴生态体系全球年度活跃消费者（AAC）超10亿，中国零售市场的AAC为8.11亿。对比其他玩家，2021年Q1，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>AAC为8.24亿，<a href=\"https://laohu8.com/S/JD\">京东</a>AAC为5.69亿，阿里巴巴在活跃消费者上已经落后拼多多。</p>\n<p>深挖阿里巴巴财报数据可知，2021财年，活跃消费者数据同比增速正在缓慢回升，代价却是阿里巴巴国内零售业务销售费用暴增。</p>\n<p>如何获取新用户，是阿里巴巴面临的一大难题。目前，阿里巴巴正在尝试在下沉市场下功夫，从财报来看，新增的ACC中有7成来自下沉市场。近些年，下沉市场成了众多电商平台财报中必提的字眼，确实有一定的道理。</p>\n<p>如今，在整个移动互联网用户大盘下，三线及以下城市，以及乡、村、镇地区，借助微信这一国民必备社交工具刚刚触网的用户，是新兴的巨大市场。</p>\n<p>倘若腾讯允许淘系电商的内容在微信内分享，或者允许微信用户通过小程序使用阿里的服务，阿里的外部用户流量一定有所提升。</p>\n<p><img src=\"https://static.tigerbbs.com/06fe2dd8888466c8b8ebe979908bb2e9\" tg-width=\"550\" tg-height=\"315\" referrerpolicy=\"no-referrer\"></p>\n<p>除APP外，微信小程序已经成为众多互联网平台最重要的流量入口。以拼多多为例，2020年12月，其小程序渠道用户量占去重总用户量占比高达49.8%。</p>\n<p>获客渠道互通，对于阿里巴巴电商业务流量获取是利好的，不过也有可能不利于阿里的广告业务收入。</p>\n<p>2021财年，阿里巴巴“用户管理”收入3061亿，占中国零售营收的64.6%，新零售/直营收入1676亿，占中国零售营收的35.4%，其中“用户管理”包括广告收入和佣金收入。广告业务早已成为阿里巴巴营收的核心部分，其业务逻辑在于贩卖中心化平台的流量，为此，淘宝不惜多次与外部平台“翻脸”。</p>\n<p>2008年，淘宝屏蔽了百度搜索引擎爬虫；2013年，淘宝封杀美丽说、<a href=\"https://laohu8.com/S/MOGU\">蘑菇街</a>等第三方导购网站；同年11月22日，淘宝屏蔽了来自微信的访问，对于卖家来说，可选择的推广手段越来越少，最终只剩下购买阿里巴巴“官盐”这一条路。</p>\n<p>此次与微信互通，诸多中小卖家将再次获取站外流量的渠道，阿里巴巴需要考虑如何缩小广告业务受到的影响。</p>\n<p>除此之外，对于支付宝而言，阿里方面如若将微信支付引入淘系电商平台，支付宝的支付体系或将面临进一步削弱，对于延迟IPO的蚂蚁金服，无疑是雪上加霜。相反，微信支付将获得更多助力。</p>\n<p><b>张一鸣面前的两座大山</b></p>\n<p>“南方的电网与北方的电网互通了，是更开放了还是更垄断了？”，一位互联网从业人员在社交平台上如此表示。</p>\n<p>现阶段，如若开放生态只在阿里巴巴和腾讯两大巨头中进行，场上的其他玩家恐将会殃及池鱼。</p>\n<p>拿拼多多和京东来说，两者此前一定程度上是阿里巴巴和腾讯割据态势下的既得利益者。作为微信九宫格中的“常驻嘉宾”，被腾讯投资的拼多多，靠着微信流量强势崛起，且与阿里巴巴的电商业务构成强竞争关系。</p>\n<p>外媒消息曝出后，京东盘中跌2.4%，拼多多一度跌6%。</p>\n<p>除此之外，横亘在两巨头之间的其他玩家该如何自处？例如美团，字节跳动。</p>\n<p>巧合的是，在上述消息传出当天，美团发布公告，宣布腾讯认购协议所载腾讯认购事项的所有先决条件均已达成，认购事项已于7月13日完成，腾讯认购事项完成后，持股比例从17%上升到了17.2%。偶然因素有之，却也颇有些投诚之意。</p>\n<p>而此前在7月2日，阿里巴巴宣布一系列组织升级的决定，将基于地理位置服务的三大业务，高德、本地生活和飞猪，组成生活服务板块，由俞永福代表集团分管，向张勇汇报。</p>\n<p>此次调整，意味着饿了么作为“本地生活服务入口”的战略定位进一步得到加强，而在这一领域，首当其冲的就是其老对手美团。此刻阿里巴巴与腾讯互相开放生态，阿里的本地生活服务能否获得腾讯助力，也需要两方进一步权衡。</p>\n<p>同样受到影响的还有字节跳动，一定程度上，此次调整对于字节跳动最为致命。</p>\n<p>现今，字节跳动正在以短视频为根基不断扩展自己的边域。一份广为流传的内部资料显示，2021年，搜索、电商、中长视频是字节跳动三个S级的产品业务线。</p>\n<p><img src=\"https://static.tigerbbs.com/c6970ee1fb5f6bf3b1314d9e8f1dd9e3\" tg-width=\"550\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p>\n<p>除去搜索，在电商业务上，此前<a href=\"https://laohu8.com/S/DYIN\">抖音</a>电商总裁康泽宇表示，抖音电商要大力发展“兴趣电商”。现阶段，抖音正在积极拉拢商家入驻，并且正式推出扶持计划，与阿里巴巴电商业务形成竞对。</p>\n<p>视频业务上，中视频领域的对手主要是B站，但短视频作为字节跳动的禁脔，则面临着微信视频号的挑战。</p>\n<p>除此之外，前段时间，字节跳动在游戏领域，相继将沐瞳科技、有爱互娱收入麾下，游戏业务作为腾讯的生命线，势必与字节跳动发生冲突。</p>\n<p>同样的事情也正在社交领域上演。早在2019年字节跳动七周年庆典的演讲上，张一鸣提到，“有很多朋友问我，为什么要做社交，公司内部也有反馈，别跟某公司竞争，压力很大的”，但字节跳动依旧在社交领域几度尝试。</p>\n<p>近期，字节跳动先是重启之前已经下架的社交产品飞聊，可见字节跳动对社交依旧不死心。</p>\n<p>此外，昨日，在阿里巴巴与腾讯传出合作当天，字节跳动旗下的抖音推出名为“心动外卖”的外卖业务。作为和王兴一样以无边界扩张理念为打法的张一鸣，字节跳动的诸多动作，都在不断冲击阿里巴巴和腾讯的业务半径。</p>\n<p>现今，一定程度上，作为阿里巴巴和腾讯共同的竞争对手，如若“双马”握手，字节跳动的业务开展势必面临极大困境。</p>\n<p>除却紧跟在阿里、腾讯身后的互联网巨头外，一些依托现有竞争格局下的企业也将受到影响。</p>\n<p>拿电商SAAS领域的微盟和有赞来说，消息传出当晚，<a href=\"https://laohu8.com/S/02013\">微盟集团</a>尾盘持续下挫，现跌超5%，创今年5月以来新低。<a href=\"https://laohu8.com/S/08083\">中国有赞</a>次日股价创60日新低，跌幅-3.01%。</p>\n<p>两者皆属于去中心化电商，即电商SaaS服务，其本质是为中小型商家提供电商IT赋能，让客户自由选择其他更低成本的流量。搭建自己的“小店”，而传统中心化的电商平台类似“集市”，通过汇聚流量和各类商品信息，实现了对流量(大量的注意力)和商品交易(交易的IT基础设施)的垄断，从商户中收取“佣金”。</p>\n<p>某种程度上，微盟和有赞的商业模式就是建立在淘宝和微信互相屏蔽的基础上，如若阿里巴巴和腾讯互相开放生态，不少中小商家或将重回阿里巴巴的怀抱。</p>\n<p>美苏结盟，让一众昔日冲锋在前的小弟们，不得不吞下苦果。</p>\n<p><b>新的时代</b></p>\n<p>阿里巴巴和腾讯互相开放生态，从两者的底层商业逻辑去理解，或许也是一种必然。</p>\n<p>腾讯的根基在于，其社交网络通过个体之间必备的沟通交互，产生巨大流量，而阿里从电商平台起家，连接着商家与消费者两端，需要外部的流量引入才能维持正常运转。</p>\n<p>因此腾讯可以起到流量供给的作用，阿里则充当流量需求者的角色。</p>\n<p>腾讯如果成为阿里巴巴流量的供给方，阿里电商通过微信支付产生的流水，也能让腾讯分一杯羹。从业务角度来看，二者互有裨益。</p>\n<p>除了业务造成的影响，阿里巴巴与腾讯互相开放生态，也或将改变中文互联网的“孤岛”现状。</p>\n<p>2012年12月，彼时作为UC优视董事长兼首席执行官的俞永福，在《移动互联网2012：颠覆与重构》一文中提到，“中国互联网在最近两年，逐渐从春秋走向战国，形成了一个群雄割据的局面”。</p>\n<p>在移动互联网浪潮中，曾经的BAT，如今的TMD等具有国际巨头潜力的互联网企业，已经呈现出了某种垄断的态势，它们都在各自的优势领域不断挖掘业务潜力，拓宽业务边界，不惜封闭与外部的连接。</p>\n<p>而如今，在反垄断和流量红利到顶的大背景下，“战国七雄”是会被联手的“大秦”一统江山，还是重回百家争鸣的春秋时代，等待诸位看客的必将是一场好戏。</p>","source":"lsy1602476715181","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>双马“勾兑”，中国互联网回到春秋还是走向“统一”</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双马“勾兑”，中国互联网回到春秋还是走向“统一”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-16 11:05 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.sina.com.cn/tech/csj/2021-07-16/doc-ikqciyzk5783144.shtml><strong>新熵</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>如今的国内互联网江湖，与二战后的世界政治局势颇有几分相似。作为中文互联网的两极，阿里巴巴与腾讯的“握手”，无异于平行宇宙中的美苏结盟，仿佛往看似平静的湖面里投下一块巨石，激起的涟漪足以成为令其他公司倾倒的惊天骇浪。\n7月14日，据外媒报道，阿里巴巴和腾讯正考虑逐步互相开放生态系统。消息人士称，阿里方面的初步举措可能包括将微信支付引入淘系电商平台，而腾讯则或将允许淘系电商的内容在微信内分享，或者允许...</p>\n\n<a href=\"http://finance.sina.com.cn/tech/csj/2021-07-16/doc-ikqciyzk5783144.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/0f8adefd46e6850fe6672b0cb29c5751","relate_stocks":{"00700":"腾讯控股","BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"http://finance.sina.com.cn/tech/csj/2021-07-16/doc-ikqciyzk5783144.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135978719","content_text":"如今的国内互联网江湖，与二战后的世界政治局势颇有几分相似。作为中文互联网的两极，阿里巴巴与腾讯的“握手”，无异于平行宇宙中的美苏结盟，仿佛往看似平静的湖面里投下一块巨石，激起的涟漪足以成为令其他公司倾倒的惊天骇浪。\n7月14日，据外媒报道，阿里巴巴和腾讯正考虑逐步互相开放生态系统。消息人士称，阿里方面的初步举措可能包括将微信支付引入淘系电商平台，而腾讯则或将允许淘系电商的内容在微信内分享，或者允许微信用户通过小程序使用阿里的服务。\n消息一出，不少围观群众、行业人士表示“难以置信”：猛然拆掉阿里巴巴与腾讯之间横亘已久的“墙”，放在过去简直是天方夜谭。但不少人提出需要再次审视目前的大环境，此一时彼一时，反垄断大旗下，谁也不能避免被波及。\n眼下，作为事件中的主角，阿里巴巴、腾讯双方均暂无具体回应，似乎更加从侧面佐证了报道内容的一丝真实性。\n一只南美热带雨林中的蝴蝶，偶尔扇动几下翅膀，可能在两周以后引起美国德克萨斯州的一场龙卷风。\n如若上述消息属实，阿里巴巴与腾讯互相开放生态系统，不管对于自身还是行业都会造成不小且深远的影响。\n马云的得与失\n任何决策作出的背后，通常有直接和间接两大因素叠加作用，且某种程度上，间接因素起到的功效更加具有决定性。\n拿此次阿里巴巴与腾讯的互相放开生态来说，首当其冲先被公众提及的是反垄断大环境，即可能是直接因素。\n进一步联想，可以发现，阿里巴巴的反垄断风险主要集中在电商和本地生活服务，“二选一”为反垄断法规明确禁止的行为。关于腾讯的反垄断风险，则多集中在游戏直播（虎牙与斗鱼合并）、在线音乐（腾讯收购中国音乐）领域，在腾讯的基本面，社交和游戏领域，现阶段，反垄断监管风险较低。\n这背后的逻辑，观察近期落地的执法行为不难看出，越是对于平台上的C端和B端弱势用户、商家来说，直接损害了其相关体验和利益，越是容易成为被执法的标的，并不是简单地去比较市场份额、用户规模等数据因素。\n从这个角度来看，阿里巴巴与腾讯选择互相开放生态，反垄断其实并没有起到想象中巨大的推力，当然，考虑到阿里巴巴与腾讯之间长久以来的“意识形态冷战”，反垄断监管也发挥了一些“拆除柏林墙”的作用。\n找到大多人眼中的直接因素，那么间接因素是什么？\n据QuestMobile发布的《中国移动互联网行业2020年度大报告》显示，近年来，移动互联网流量接近饱和，2019年到2020年，移动互联网流量月均同比增速从2.3%下降到1.7%，移动互联网市场进入存量竞争时代。\n\n此趋势下，互联网巨头对用户时长的争夺加剧，分析2019年到2020年移动互联网巨头系APP使用时长占比变化可知，头条系及快手系“短视频+直播”产品形态抢占效果明显，阿里系、腾讯系及百度系均有所下滑。\n在此前提下，阿里巴巴和腾讯两方“握手言和”，双方的流量池将可以相互流转，对二者各有裨益。\n当前，从披露的信息来看，最直接受到利好影响的是阿里巴巴。\n今年5月13日，阿里巴巴公布截至今年3月底的2021财年四季度财报。数据显示，阿里巴巴生态体系全球年度活跃消费者（AAC）超10亿，中国零售市场的AAC为8.11亿。对比其他玩家，2021年Q1，拼多多AAC为8.24亿，京东AAC为5.69亿，阿里巴巴在活跃消费者上已经落后拼多多。\n深挖阿里巴巴财报数据可知，2021财年，活跃消费者数据同比增速正在缓慢回升，代价却是阿里巴巴国内零售业务销售费用暴增。\n如何获取新用户，是阿里巴巴面临的一大难题。目前，阿里巴巴正在尝试在下沉市场下功夫，从财报来看，新增的ACC中有7成来自下沉市场。近些年，下沉市场成了众多电商平台财报中必提的字眼，确实有一定的道理。\n如今，在整个移动互联网用户大盘下，三线及以下城市，以及乡、村、镇地区，借助微信这一国民必备社交工具刚刚触网的用户，是新兴的巨大市场。\n倘若腾讯允许淘系电商的内容在微信内分享，或者允许微信用户通过小程序使用阿里的服务，阿里的外部用户流量一定有所提升。\n\n除APP外，微信小程序已经成为众多互联网平台最重要的流量入口。以拼多多为例，2020年12月，其小程序渠道用户量占去重总用户量占比高达49.8%。\n获客渠道互通，对于阿里巴巴电商业务流量获取是利好的，不过也有可能不利于阿里的广告业务收入。\n2021财年，阿里巴巴“用户管理”收入3061亿，占中国零售营收的64.6%，新零售/直营收入1676亿，占中国零售营收的35.4%，其中“用户管理”包括广告收入和佣金收入。广告业务早已成为阿里巴巴营收的核心部分，其业务逻辑在于贩卖中心化平台的流量，为此，淘宝不惜多次与外部平台“翻脸”。\n2008年，淘宝屏蔽了百度搜索引擎爬虫；2013年，淘宝封杀美丽说、蘑菇街等第三方导购网站；同年11月22日，淘宝屏蔽了来自微信的访问，对于卖家来说，可选择的推广手段越来越少，最终只剩下购买阿里巴巴“官盐”这一条路。\n此次与微信互通，诸多中小卖家将再次获取站外流量的渠道，阿里巴巴需要考虑如何缩小广告业务受到的影响。\n除此之外，对于支付宝而言，阿里方面如若将微信支付引入淘系电商平台，支付宝的支付体系或将面临进一步削弱，对于延迟IPO的蚂蚁金服，无疑是雪上加霜。相反，微信支付将获得更多助力。\n张一鸣面前的两座大山\n“南方的电网与北方的电网互通了，是更开放了还是更垄断了？”，一位互联网从业人员在社交平台上如此表示。\n现阶段，如若开放生态只在阿里巴巴和腾讯两大巨头中进行，场上的其他玩家恐将会殃及池鱼。\n拿拼多多和京东来说，两者此前一定程度上是阿里巴巴和腾讯割据态势下的既得利益者。作为微信九宫格中的“常驻嘉宾”，被腾讯投资的拼多多，靠着微信流量强势崛起，且与阿里巴巴的电商业务构成强竞争关系。\n外媒消息曝出后，京东盘中跌2.4%，拼多多一度跌6%。\n除此之外，横亘在两巨头之间的其他玩家该如何自处？例如美团，字节跳动。\n巧合的是，在上述消息传出当天，美团发布公告，宣布腾讯认购协议所载腾讯认购事项的所有先决条件均已达成，认购事项已于7月13日完成，腾讯认购事项完成后，持股比例从17%上升到了17.2%。偶然因素有之，却也颇有些投诚之意。\n而此前在7月2日，阿里巴巴宣布一系列组织升级的决定，将基于地理位置服务的三大业务，高德、本地生活和飞猪，组成生活服务板块，由俞永福代表集团分管，向张勇汇报。\n此次调整，意味着饿了么作为“本地生活服务入口”的战略定位进一步得到加强，而在这一领域，首当其冲的就是其老对手美团。此刻阿里巴巴与腾讯互相开放生态，阿里的本地生活服务能否获得腾讯助力，也需要两方进一步权衡。\n同样受到影响的还有字节跳动，一定程度上，此次调整对于字节跳动最为致命。\n现今，字节跳动正在以短视频为根基不断扩展自己的边域。一份广为流传的内部资料显示，2021年，搜索、电商、中长视频是字节跳动三个S级的产品业务线。\n\n除去搜索，在电商业务上，此前抖音电商总裁康泽宇表示，抖音电商要大力发展“兴趣电商”。现阶段，抖音正在积极拉拢商家入驻，并且正式推出扶持计划，与阿里巴巴电商业务形成竞对。\n视频业务上，中视频领域的对手主要是B站，但短视频作为字节跳动的禁脔，则面临着微信视频号的挑战。\n除此之外，前段时间，字节跳动在游戏领域，相继将沐瞳科技、有爱互娱收入麾下，游戏业务作为腾讯的生命线，势必与字节跳动发生冲突。\n同样的事情也正在社交领域上演。早在2019年字节跳动七周年庆典的演讲上，张一鸣提到，“有很多朋友问我，为什么要做社交，公司内部也有反馈，别跟某公司竞争，压力很大的”，但字节跳动依旧在社交领域几度尝试。\n近期，字节跳动先是重启之前已经下架的社交产品飞聊，可见字节跳动对社交依旧不死心。\n此外，昨日，在阿里巴巴与腾讯传出合作当天，字节跳动旗下的抖音推出名为“心动外卖”的外卖业务。作为和王兴一样以无边界扩张理念为打法的张一鸣，字节跳动的诸多动作，都在不断冲击阿里巴巴和腾讯的业务半径。\n现今，一定程度上，作为阿里巴巴和腾讯共同的竞争对手，如若“双马”握手，字节跳动的业务开展势必面临极大困境。\n除却紧跟在阿里、腾讯身后的互联网巨头外，一些依托现有竞争格局下的企业也将受到影响。\n拿电商SAAS领域的微盟和有赞来说，消息传出当晚，微盟集团尾盘持续下挫，现跌超5%，创今年5月以来新低。中国有赞次日股价创60日新低，跌幅-3.01%。\n两者皆属于去中心化电商，即电商SaaS服务，其本质是为中小型商家提供电商IT赋能，让客户自由选择其他更低成本的流量。搭建自己的“小店”，而传统中心化的电商平台类似“集市”，通过汇聚流量和各类商品信息，实现了对流量(大量的注意力)和商品交易(交易的IT基础设施)的垄断，从商户中收取“佣金”。\n某种程度上，微盟和有赞的商业模式就是建立在淘宝和微信互相屏蔽的基础上，如若阿里巴巴和腾讯互相开放生态，不少中小商家或将重回阿里巴巴的怀抱。\n美苏结盟，让一众昔日冲锋在前的小弟们，不得不吞下苦果。\n新的时代\n阿里巴巴和腾讯互相开放生态，从两者的底层商业逻辑去理解，或许也是一种必然。\n腾讯的根基在于，其社交网络通过个体之间必备的沟通交互，产生巨大流量，而阿里从电商平台起家，连接着商家与消费者两端，需要外部的流量引入才能维持正常运转。\n因此腾讯可以起到流量供给的作用，阿里则充当流量需求者的角色。\n腾讯如果成为阿里巴巴流量的供给方，阿里电商通过微信支付产生的流水，也能让腾讯分一杯羹。从业务角度来看，二者互有裨益。\n除了业务造成的影响，阿里巴巴与腾讯互相开放生态，也或将改变中文互联网的“孤岛”现状。\n2012年12月，彼时作为UC优视董事长兼首席执行官的俞永福，在《移动互联网2012：颠覆与重构》一文中提到，“中国互联网在最近两年，逐渐从春秋走向战国，形成了一个群雄割据的局面”。\n在移动互联网浪潮中，曾经的BAT，如今的TMD等具有国际巨头潜力的互联网企业，已经呈现出了某种垄断的态势，它们都在各自的优势领域不断挖掘业务潜力，拓宽业务边界，不惜封闭与外部的连接。\n而如今，在反垄断和流量红利到顶的大背景下，“战国七雄”是会被联手的“大秦”一统江山，还是重回百家争鸣的春秋时代，等待诸位看客的必将是一场好戏。","news_type":1},"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149540470,"gmtCreate":1625738430990,"gmtModify":1703747471879,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"Cun","listText":"Cun","text":"Cun","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/149540470","repostId":"2149100183","repostType":4,"repost":{"id":"2149100183","kind":"highlight","pubTimestamp":1625738016,"share":"https://ttm.financial/m/news/2149100183?lang=&edition=fundamental","pubTime":"2021-07-08 17:53","market":"us","language":"zh","title":"换电池之后，特斯拉Model Y要开始屠杀了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2149100183","media":"虎嗅","summary":"更便宜的特斯拉又来了。\n7月8日，特斯拉官方微博发文表示，国产特斯拉Model Y已正式上市，售价为27.6万元。较此前的长续航版Model Y下降7.19万元。标准续航版与长续航版价格差异的主要原因","content":"<p>更便宜的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>又来了。</p>\n<p>7月8日，特斯拉官方<a href=\"https://laohu8.com/S/WB\">微博</a>发文表示，国产特斯拉Model Y已正式上市，售价为27.6万元。较此前的长续航版Model Y下降7.19万元。标准续航版与长续航版价格差异的主要原因是电池不同。据一位接近<a href=\"https://laohu8.com/S/300750\">宁德时代</a>的人士透露，今日上市的标准续航版Model Y搭载的是宁德时代磷酸铁锂电池。</p>\n<p>更换电池后，标准续航版Model Y的续航里程为525km，较长续航版降低69公里。这一续航里程数据在搭载磷酸铁锂电池的车型中较为突出。</p>\n<p>另一个关键信息是，继国产Model 3后，Model Y也打入30万元以下的市场。30万元是汽车消费的一个关口， 预算在30万以内的消费者才是真正的购车主力。此外，15-30万元的区间也是目前国内新能源车企竞争最激烈的区间。</p>\n<p>对于购车者和竞争对手而言，这个价位的Model Y是颗炸弹。据特斯拉官方透露，标准续航版Model Y最快将于8月份交付。</p>\n<p>特斯拉还能降多少？</p>\n<p>自国产化后，降价就是特斯拉的主旋律。</p>\n<p>过去一年多时间里，特斯拉曾多次降价，而特斯拉Model 3的补贴后售价也一度下探至25万元内。</p>\n<p>事实上，在产量规模提升和零部件国产化程度提升的双重影响下，降价是一种必然。频繁降价，也使特斯拉得以迅速占领国内市场。但这次标准续航版Model Y价格的下探主要原因还是换电池了。</p>\n<p>此前，国产特斯拉Model 3也曾从三元锂电池换成了磷酸铁锂电池：国产Model 3标准续航升级版和长续航后轮驱动版在进行电池更替后，价格下降约4-5万元。</p>\n<p>当前，磷酸铁锂电池的价格较高镍三元锂电池便宜约20%。虽然磷酸铁锂在能量密度方面处于劣势，但在安全性、使用寿命上都存在不小的优势。</p>\n<p>此外，在磷酸铁锂电池产能不断扩张的当下，磷酸铁锂电池的成本仍将进一步下探。这意味着搭载磷酸铁锂电池的标准续航版Model Y成本还有下降空间。在Model 3与Model Y这类走量车型上搭载更便宜的铁锂电池，也符合特斯拉的扩张策略。</p>\n<p>在新能源补贴逐步退坡的当下，搭载三元锂电池的车型无法再拿到超高额的补贴，这也在迫使特斯拉这样的车企去选择成本更低的电池。另一方面，当前三元锂电池因为镍、钴等稀有原材料价格的波动，车企对三元锂电池成本的掌控风险也在上升。前述接近宁德时代的认识也表示，若三元锂电池原材料在下半年持续上涨，宁德时代等企业也会考虑提高三元锂电池售价。</p>\n<p>在市场竞争逐渐激烈的当下，特斯拉选择磷酸铁锂是合理的。</p>\n<p>事实上，磷酸铁锂不光是特斯拉的选择， 其他车企也是这样想的。去年，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>就推出磷酸铁锂版的小鹏P7，而市场上也有传闻称<a href=\"https://laohu8.com/S/NIO\">蔚来</a>将考虑在车型上搭载磷酸铁锂电池。</p>\n<p>一个更明显的征兆是，磷酸铁锂在市占率上已重新追上三元锂电池。据中汽协数据，今年5月份，三元电池产量5.0GWh，占总产量36.2%，同比增长62.9%，环比下降25.4%；磷酸铁锂电池产量8.8GWh，占总产量63.6%，同比增长317.3%，环比增长41.6%。</p>\n<p>当新能源汽车渗透率较低时，面对的还是极客等对价格并不敏感的群体。但在走向大众消费者后，安全和成本的重要性就不言而喻了。</p>\n<p>在零部件国产化程度达到平台期后，电池成本将是影响特斯拉价格的主要因素。此外，在经历“刹车门”事件后，换一个安全一点的电池对特斯拉来说不算坏事。</p>\n<p>磷酸铁锂只是“备胎”</p>\n<p>从近一年以来特斯拉在电池供应方面的传闻来看，磷酸铁锂电池只是特斯拉的临时选项。在特斯拉的电池计划中，三元锂才是主角。</p>\n<p>降低成本、提高安全性和充电速度是特斯拉在电池计划上的主要方向。</p>\n<p>在2020年初，马斯克曾表示特斯拉将采用“无钴电池”。随后，无钴化就成为动力电池厂商的目标之一。但在去年，无钴化的三元锂电池并未商用，所以在考虑成本和安全性因素后，特斯拉最终选择了磷酸铁锂。</p>\n<p>但时间来到2021年，能量密度比磷酸铁锂高的无钴化电池出现了。 据外媒Electrek此前报道，特斯拉部分车型将采用LG化学的高镍四元电池。该电池通过提高电池中镍元素的比例，降低钴元素的用量以降低动力电池的成本。</p>\n<p>特斯拉继续押宝三元锂电池的原因一部分是三元锂电池能量密度高，但也有磷酸铁锂电池的问题。事实上，磷酸铁锂电池的能量密度提升已经触及天花板，这对特斯拉这样的新能源汽车龙头来说是无法接受的。</p>\n<p>在虎嗅看来，未来特斯拉将会同时大规模采用三元锂和磷酸铁锂电池。其中，中低端的走量车型将在很长一段时间内采用磷酸铁锂电池，而高端车型则采用三元锂电池。</p>\n<p>前段时间，宁德时代与特斯拉续签了3年的供货协议。据前述人士透露，除磷酸铁锂电池外，宁德时代也将向特斯拉供应三元锂电池。这意味着，在保持<a href=\"https://laohu8.com/S/PC\">松下</a>、LG化学的三元锂电池供应下，特斯拉对三元锂电池的需求还在增长。</p>\n<p>但对于特斯拉而言，磷酸铁锂始终只是备胎，三元锂电池过几年也是要抛弃的，全固态电池才是未来。</p>\n<p>不过这些都是后话。在Model Y价格下探到30万以下后，我对小鹏、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>和广汽埃安的担心又加重了。</p>","source":"highlight_huxiu","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>换电池之后，特斯拉Model Y要开始屠杀了？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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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换电池之后，特斯拉Model Y要开始屠杀了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-08 17:53 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.huxiu.com/article/439829.html><strong>虎嗅</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>更便宜的特斯拉又来了。\n7月8日，特斯拉官方微博发文表示，国产特斯拉Model Y已正式上市，售价为27.6万元。较此前的长续航版Model Y下降7.19万元。标准续航版与长续航版价格差异的主要原因是电池不同。据一位接近宁德时代的人士透露，今日上市的标准续航版Model Y搭载的是宁德时代磷酸铁锂电池。\n更换电池后，标准续航版Model Y的续航里程为525km，较长续航版降低69公里。这一续航...</p>\n\n<a href=\"https://www.huxiu.com/article/439829.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/6c245d54ade1a19951c7ef77ff9de31e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.huxiu.com/article/439829.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149100183","content_text":"更便宜的特斯拉又来了。\n7月8日，特斯拉官方微博发文表示，国产特斯拉Model Y已正式上市，售价为27.6万元。较此前的长续航版Model Y下降7.19万元。标准续航版与长续航版价格差异的主要原因是电池不同。据一位接近宁德时代的人士透露，今日上市的标准续航版Model Y搭载的是宁德时代磷酸铁锂电池。\n更换电池后，标准续航版Model Y的续航里程为525km，较长续航版降低69公里。这一续航里程数据在搭载磷酸铁锂电池的车型中较为突出。\n另一个关键信息是，继国产Model 3后，Model Y也打入30万元以下的市场。30万元是汽车消费的一个关口， 预算在30万以内的消费者才是真正的购车主力。此外，15-30万元的区间也是目前国内新能源车企竞争最激烈的区间。\n对于购车者和竞争对手而言，这个价位的Model Y是颗炸弹。据特斯拉官方透露，标准续航版Model Y最快将于8月份交付。\n特斯拉还能降多少？\n自国产化后，降价就是特斯拉的主旋律。\n过去一年多时间里，特斯拉曾多次降价，而特斯拉Model 3的补贴后售价也一度下探至25万元内。\n事实上，在产量规模提升和零部件国产化程度提升的双重影响下，降价是一种必然。频繁降价，也使特斯拉得以迅速占领国内市场。但这次标准续航版Model Y价格的下探主要原因还是换电池了。\n此前，国产特斯拉Model 3也曾从三元锂电池换成了磷酸铁锂电池：国产Model 3标准续航升级版和长续航后轮驱动版在进行电池更替后，价格下降约4-5万元。\n当前，磷酸铁锂电池的价格较高镍三元锂电池便宜约20%。虽然磷酸铁锂在能量密度方面处于劣势，但在安全性、使用寿命上都存在不小的优势。\n此外，在磷酸铁锂电池产能不断扩张的当下，磷酸铁锂电池的成本仍将进一步下探。这意味着搭载磷酸铁锂电池的标准续航版Model Y成本还有下降空间。在Model 3与Model Y这类走量车型上搭载更便宜的铁锂电池，也符合特斯拉的扩张策略。\n在新能源补贴逐步退坡的当下，搭载三元锂电池的车型无法再拿到超高额的补贴，这也在迫使特斯拉这样的车企去选择成本更低的电池。另一方面，当前三元锂电池因为镍、钴等稀有原材料价格的波动，车企对三元锂电池成本的掌控风险也在上升。前述接近宁德时代的认识也表示，若三元锂电池原材料在下半年持续上涨，宁德时代等企业也会考虑提高三元锂电池售价。\n在市场竞争逐渐激烈的当下，特斯拉选择磷酸铁锂是合理的。\n事实上，磷酸铁锂不光是特斯拉的选择， 其他车企也是这样想的。去年，小鹏汽车就推出磷酸铁锂版的小鹏P7，而市场上也有传闻称蔚来将考虑在车型上搭载磷酸铁锂电池。\n一个更明显的征兆是，磷酸铁锂在市占率上已重新追上三元锂电池。据中汽协数据，今年5月份，三元电池产量5.0GWh，占总产量36.2%，同比增长62.9%，环比下降25.4%；磷酸铁锂电池产量8.8GWh，占总产量63.6%，同比增长317.3%，环比增长41.6%。\n当新能源汽车渗透率较低时，面对的还是极客等对价格并不敏感的群体。但在走向大众消费者后，安全和成本的重要性就不言而喻了。\n在零部件国产化程度达到平台期后，电池成本将是影响特斯拉价格的主要因素。此外，在经历“刹车门”事件后，换一个安全一点的电池对特斯拉来说不算坏事。\n磷酸铁锂只是“备胎”\n从近一年以来特斯拉在电池供应方面的传闻来看，磷酸铁锂电池只是特斯拉的临时选项。在特斯拉的电池计划中，三元锂才是主角。\n降低成本、提高安全性和充电速度是特斯拉在电池计划上的主要方向。\n在2020年初，马斯克曾表示特斯拉将采用“无钴电池”。随后，无钴化就成为动力电池厂商的目标之一。但在去年，无钴化的三元锂电池并未商用，所以在考虑成本和安全性因素后，特斯拉最终选择了磷酸铁锂。\n但时间来到2021年，能量密度比磷酸铁锂高的无钴化电池出现了。 据外媒Electrek此前报道，特斯拉部分车型将采用LG化学的高镍四元电池。该电池通过提高电池中镍元素的比例，降低钴元素的用量以降低动力电池的成本。\n特斯拉继续押宝三元锂电池的原因一部分是三元锂电池能量密度高，但也有磷酸铁锂电池的问题。事实上，磷酸铁锂电池的能量密度提升已经触及天花板，这对特斯拉这样的新能源汽车龙头来说是无法接受的。\n在虎嗅看来，未来特斯拉将会同时大规模采用三元锂和磷酸铁锂电池。其中，中低端的走量车型将在很长一段时间内采用磷酸铁锂电池，而高端车型则采用三元锂电池。\n前段时间，宁德时代与特斯拉续签了3年的供货协议。据前述人士透露，除磷酸铁锂电池外，宁德时代也将向特斯拉供应三元锂电池。这意味着，在保持松下、LG化学的三元锂电池供应下，特斯拉对三元锂电池的需求还在增长。\n但对于特斯拉而言，磷酸铁锂始终只是备胎，三元锂电池过几年也是要抛弃的，全固态电池才是未来。\n不过这些都是后话。在Model Y价格下探到30万以下后，我对小鹏、比亚迪和广汽埃安的担心又加重了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120380861,"gmtCreate":1624298937253,"gmtModify":1703832896197,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120380861","repostId":"1171966944","repostType":4,"repost":{"id":"1171966944","kind":"news","pubTimestamp":1624254615,"share":"https://ttm.financial/m/news/1171966944?lang=&edition=fundamental","pubTime":"2021-06-21 13:50","market":"us","language":"zh","title":"错过SaaS，就是错过这个时代","url":"https://stock-news.laohu8.com/highlight/detail?id=1171966944","media":"ToB老人家","summary":"01 人生最重要的决定\n6年前，我作出了人生最重要的一个决定：转行！\n那时我还在如日中天的Oracle公司，虽然传统软件仍然是各大企业的首选，但在资本的助推下，中国SaaS开始崭露头角。\n\n2013到","content":"<p><b>01 人生最重要的决定</b></p>\n<p>6年前，我作出了人生最重要的一个决定：转行！</p>\n<p>那时我还在如日中天的Oracle公司，虽然传统软件仍然是各大企业的首选，但在资本的助推下，中国SaaS开始崭露头角。</p>\n<p><img src=\"https://static.tigerbbs.com/a5c23147277c69f98011dc3b27b8969c\" tg-width=\"208\" tg-height=\"152\" referrerpolicy=\"no-referrer\"></p>\n<p>2013到2015年中国SaaS融资趋势</p>\n<p>当时，作为典型的欧美企业，全球第二大软件公司（第一是<a href=\"https://laohu8.com/S/MSFT\">微软</a>），Oracle的福利非常优渥：有竞争力的薪酬，没有996，外加超长年假和各种培训机会。但是我毅然放弃这一切，选择加入一家SaaS<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>，就在于我已经强烈感受到，传统软件正在走向衰败，未来一定属于SaaS。</p>\n<p>更关键的是，我意识到，对于我们这些平凡的IT人来说，SaaS将是这个时代最好的机遇。我甚至认为，错过SaaS，就是错过这个时代。</p>\n<p><b>02 时代的趋势</b></p>\n<p>2017年，美团CEO王兴在一场名为“互联网下半场“的演讲中表示：互联网创业的一个重要方向就是深度扎到细分行业里去。要了解行业的方方面面，去改造行业、创造新的价值。王兴说：“以美团点评为例，之前更多都是做团购、外卖，服务于C端。但是现在开始更多介入B端业务，比如餐厅管理等。”</p>\n<p>在中国，移动互联网已经深刻改变了每个人的生活。据中国互联网络信息中心统计，截至2020年12月，中国手机网民已达9.86亿。而据前瞻产业研究院统计，截止2020年12月，中国手机网民网民平均上网时长已达到5.72小时/天。</p>\n<p>当大部分中国人已经成为<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手机重度用户，意味着企业也必须顺应时代潮流，将产品和管理都迁移到移动互联网上。</p>\n<p>但是，对于软件产业来说，移动互联网不仅仅是APP那么简单。更深层次的理念在于：以用户为中心，重视移动端体验；持续迭代，快速调整。而相对于传统软件，中国SaaS无疑更符合移动互联网的理念。企业逐步用SaaS软件替换原有传统软件，是大势所趋。</p>\n<p><b>03 掌控自己的工作</b></p>\n<p>相信很多做内部系统的产品经理，都有过深深的无力感：产品部门是辅助部门，永远都围绕着业务部门转。如果业务部门能力强还好，无非是辛苦一点，还能够享受公司成长的红利；如果碰到业务部门能力欠缺，或者公司业务打不开局面，单靠产品部门就很难有突破。甚至产品经理还可能成为替罪羊：业务没有进展，产品经理还留着干嘛？</p>\n<p>作为SaaS产品经理，就很少有这种烦恼。</p>\n<p>首先，软件产品就是SaaS公司的盈利主体，这就意味着，相对于其他部门，产品部才是最核心的业务部门。产品经理不需要看其他业务部门的脸色。</p>\n<p>其次，大多数成功的SaaS公司，都是通过一套标准化产品满足海量客户的需求。不会因为某一个客户的要求，而影响产品的整体规划和设计。为了降低产品经理受到的干扰，让他们集中精力构建最优秀的产品，在SaaS公司，产品经理往往具有高度自主权。这种自主权包括：需求真伪判定、优先级判定等等。</p>\n<p>一位SaaS创始人对我说：“在我们公司，客户和销售说了都不算，产品迭代以产品部为主，否则产品就会变得很臃肿”。实际上，在SaaS公司，这种规则非常普遍。</p>\n<p>因此，作为SaaS产品经理，比内部产品经理更能掌控自己的工作。</p>\n<p><b>04 平凡人的机遇</b></p>\n<p>在传统软件时代，Oracle、SAP都是多个行业通吃，比如华为、联想、大众汽车、<a href=\"https://laohu8.com/S/601988\">中国银行</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>都是他们的客户。这得益于，他们可以根据每个客户的需求进行大规模二次开发，因此对产品标准化能力要求相对较低。</p>\n<p>但在SaaS时代，对产品标准化能力要求更高，还必须同时兼顾良好的用户体验。为了实现这一点，大部分SaaS产品不得不聚焦于少数行业或领域。比如，即便是市值已经超越Oracle的<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>（截止2021/6/19数据），其SaaS产品仍然聚焦于CRM领域。而<a href=\"https://laohu8.com/S/WDAY\">Workday</a>、Slack、Shopify则分别在HR、办公协同和电商领域成为千亿甚至万亿元市值的SaaS企业。</p>\n<p>同样，中国SaaS也多为垂直化产品。比如，CRM领域的销售易，HR领域的北森，电商领域的有赞等等。这就意味着，各行各业的客户需要更多的SaaS产品。</p>\n<p>不同于BAT等企业看重名校背景，SaaS公司更看重对B端业务的理解。因此，对于中小厂出身的产品经理或者其他岗位来说，转型SaaS才是更靠谱的机会。</p>\n<p>另外，相对于国外，中国SaaS起步较晚，还有很大的发展空间。截止到2021年6月19日，国外已经有<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>、Salesfore、Shopify等市值超10,000亿元的SaaS企业。而在中国，率先上市的SaaS企业有赞和微盟，同期市值均不到400亿元，和国外SaaS巨头存在数量级的差异。</p>\n<p>但是，对于我们来说，越早进入一个朝阳行业，越早能够享受到行业发展的红利。</p>\n<p><b>05 改变世界</b></p>\n<p>为什么我离开世界知名的Oracle公司，跳槽到名不经传的创业公司？因为梦想的召唤。</p>\n<p>人生就像一条河流，重要的不是出身高贵，而是连绵不绝、福泽众生。伟大的人生，就如同亚马孙河，蜿蜒6400公里，哺育了南美大陆40%的面积。</p>\n<p>SaaS经营的核心，是通过标准化产品，服务海量企业。这就意味着，我们设计的产品，可以传播到千千万万企业，给他们带来更轻松的工作方式和更高的利润。想象一下，你设计并上线了一个小功能，第二天就能被上千家企业使用，这是多么有成就感的事情。而且，即便离开了公司，我们曾负责的产品，仍然会源源不断造福社会，成为我们人生的名片。</p>\n<p>比如，我曾经负责过一款面向中小企业的订单管理SaaS产品，将它从乏人问津迭代到订单数量几倍的增长；我还曾经负责过一款面向大型企业的渠道管理SaaS产品，不但实现了0到1，还亲自参与拿下标杆客户。这两款产品目前发展都很不错，虽然我不再负责，但是它们身上已经留下我不可磨灭的烙印。</p>\n<p>因此，选择做SaaS产品经理，就像选择做一条静水长流的小河：它不太可能波澜壮阔，但它很可能蜿蜒绵长，生生不息。</p>\n<p><b>06 最接近CEO的人</b></p>\n<p>作为SaaS公司最核心的岗位，SaaS产品经理需要具备全方位的能力，以及追求极致的工作态度。</p>\n<p>除了一般B端产品经理需要具备的业务梳理、产品设计等能力，SaaS产品经理还必须具备较强的商业意识和Owner意识。</p>\n<p>客户为SaaS产品的使用权付费。因此，产品的定位、与客户业务的匹配度会在很大程度上决定一个产品的命运，进而影响到公司的收入和前景。如果产品经理缺乏商业意识，以及追求极致的工作态度，只能被动按照领导或者客户的要求设计产品，这样的产品经理就很难独当一面。</p>\n<p>为了降低企业培训成本，降低人才门槛，SaaS产品非常追求高可用，即不需要培训就能够上手操作。同时，操作效率也非常重要，因为有时候哪怕只是多点击一下，也会对业务人员造成很重的操作负担。这就倒逼SaaS产品经理设计好每一个产品细节。</p>\n<p>成为SaaS产品经理，就意味着需要不断提升商业意识、打磨极致化的工作态度。因此，我认为，优秀的SaaS产品经理，是最接近SaaS公司CEO的人。</p>\n<p><b>07 不要错过SaaS</b></p>\n<p>中国SaaS才刚起步。作为传统软件的颠覆者，SaaS还有很长的路要走。比如：</p>\n<ul>\n <li><p>追求标准化的SaaS，如何满足大企业的个性化需求？</p></li>\n <li><p>各自为政的垂直型SaaS，如何满足大企业一站式解决方案的需求？</p></li>\n <li><p>面对缺乏人才和管理能力的小微企业，如何通过SaaS真正为他们赋能？</p></li>\n <li><p>数字化浪潮下，如何满足企业转型咨询的需求？</p></li>\n <li><p>智能时代，SaaS如何与AI融合？</p></li>\n <li><p>全球化背景下，中国SaaS如何走向世界？</p></li>\n</ul>\n<p>在新事物面前，普通人看到的是困难，而高手看到的则是机会。</p>\n<p>中国SaaS并不完美，应该说，问题还不少。但是，对于一个代表趋势的事物，问题越多，机会越大；越不完美，越有可期。</p>\n<p>这是最坏的SaaS，也是最好的SaaS。不要错过SaaS，就像不要错过这个时代。</p>","source":"lsy1624254627080","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>错过SaaS，就是错过这个时代</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错过SaaS，就是错过这个时代\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 13:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/uUEIASQB9iioeX9lyS1t8w><strong>ToB老人家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>01 人生最重要的决定\n6年前，我作出了人生最重要的一个决定：转行！\n那时我还在如日中天的Oracle公司，虽然传统软件仍然是各大企业的首选，但在资本的助推下，中国SaaS开始崭露头角。\n\n2013到2015年中国SaaS融资趋势\n当时，作为典型的欧美企业，全球第二大软件公司（第一是微软），Oracle的福利非常优渥：有竞争力的薪酬，没有996，外加超长年假和各种培训机会。但是我毅然放弃这一切，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/uUEIASQB9iioeX9lyS1t8w\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a9699fd03ca97c5defc830f7c544662","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/uUEIASQB9iioeX9lyS1t8w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171966944","content_text":"01 人生最重要的决定\n6年前，我作出了人生最重要的一个决定：转行！\n那时我还在如日中天的Oracle公司，虽然传统软件仍然是各大企业的首选，但在资本的助推下，中国SaaS开始崭露头角。\n\n2013到2015年中国SaaS融资趋势\n当时，作为典型的欧美企业，全球第二大软件公司（第一是微软），Oracle的福利非常优渥：有竞争力的薪酬，没有996，外加超长年假和各种培训机会。但是我毅然放弃这一切，选择加入一家SaaS创业公司，就在于我已经强烈感受到，传统软件正在走向衰败，未来一定属于SaaS。\n更关键的是，我意识到，对于我们这些平凡的IT人来说，SaaS将是这个时代最好的机遇。我甚至认为，错过SaaS，就是错过这个时代。\n02 时代的趋势\n2017年，美团CEO王兴在一场名为“互联网下半场“的演讲中表示：互联网创业的一个重要方向就是深度扎到细分行业里去。要了解行业的方方面面，去改造行业、创造新的价值。王兴说：“以美团点评为例，之前更多都是做团购、外卖，服务于C端。但是现在开始更多介入B端业务，比如餐厅管理等。”\n在中国，移动互联网已经深刻改变了每个人的生活。据中国互联网络信息中心统计，截至2020年12月，中国手机网民已达9.86亿。而据前瞻产业研究院统计，截止2020年12月，中国手机网民网民平均上网时长已达到5.72小时/天。\n当大部分中国人已经成为智能手机重度用户，意味着企业也必须顺应时代潮流，将产品和管理都迁移到移动互联网上。\n但是，对于软件产业来说，移动互联网不仅仅是APP那么简单。更深层次的理念在于：以用户为中心，重视移动端体验；持续迭代，快速调整。而相对于传统软件，中国SaaS无疑更符合移动互联网的理念。企业逐步用SaaS软件替换原有传统软件，是大势所趋。\n03 掌控自己的工作\n相信很多做内部系统的产品经理，都有过深深的无力感：产品部门是辅助部门，永远都围绕着业务部门转。如果业务部门能力强还好，无非是辛苦一点，还能够享受公司成长的红利；如果碰到业务部门能力欠缺，或者公司业务打不开局面，单靠产品部门就很难有突破。甚至产品经理还可能成为替罪羊：业务没有进展，产品经理还留着干嘛？\n作为SaaS产品经理，就很少有这种烦恼。\n首先，软件产品就是SaaS公司的盈利主体，这就意味着，相对于其他部门，产品部才是最核心的业务部门。产品经理不需要看其他业务部门的脸色。\n其次，大多数成功的SaaS公司，都是通过一套标准化产品满足海量客户的需求。不会因为某一个客户的要求，而影响产品的整体规划和设计。为了降低产品经理受到的干扰，让他们集中精力构建最优秀的产品，在SaaS公司，产品经理往往具有高度自主权。这种自主权包括：需求真伪判定、优先级判定等等。\n一位SaaS创始人对我说：“在我们公司，客户和销售说了都不算，产品迭代以产品部为主，否则产品就会变得很臃肿”。实际上，在SaaS公司，这种规则非常普遍。\n因此，作为SaaS产品经理，比内部产品经理更能掌控自己的工作。\n04 平凡人的机遇\n在传统软件时代，Oracle、SAP都是多个行业通吃，比如华为、联想、大众汽车、中国银行、阿里巴巴都是他们的客户。这得益于，他们可以根据每个客户的需求进行大规模二次开发，因此对产品标准化能力要求相对较低。\n但在SaaS时代，对产品标准化能力要求更高，还必须同时兼顾良好的用户体验。为了实现这一点，大部分SaaS产品不得不聚焦于少数行业或领域。比如，即便是市值已经超越Oracle的Salesforce（截止2021/6/19数据），其SaaS产品仍然聚焦于CRM领域。而Workday、Slack、Shopify则分别在HR、办公协同和电商领域成为千亿甚至万亿元市值的SaaS企业。\n同样，中国SaaS也多为垂直化产品。比如，CRM领域的销售易，HR领域的北森，电商领域的有赞等等。这就意味着，各行各业的客户需要更多的SaaS产品。\n不同于BAT等企业看重名校背景，SaaS公司更看重对B端业务的理解。因此，对于中小厂出身的产品经理或者其他岗位来说，转型SaaS才是更靠谱的机会。\n另外，相对于国外，中国SaaS起步较晚，还有很大的发展空间。截止到2021年6月19日，国外已经有Adobe、Salesfore、Shopify等市值超10,000亿元的SaaS企业。而在中国，率先上市的SaaS企业有赞和微盟，同期市值均不到400亿元，和国外SaaS巨头存在数量级的差异。\n但是，对于我们来说，越早进入一个朝阳行业，越早能够享受到行业发展的红利。\n05 改变世界\n为什么我离开世界知名的Oracle公司，跳槽到名不经传的创业公司？因为梦想的召唤。\n人生就像一条河流，重要的不是出身高贵，而是连绵不绝、福泽众生。伟大的人生，就如同亚马孙河，蜿蜒6400公里，哺育了南美大陆40%的面积。\nSaaS经营的核心，是通过标准化产品，服务海量企业。这就意味着，我们设计的产品，可以传播到千千万万企业，给他们带来更轻松的工作方式和更高的利润。想象一下，你设计并上线了一个小功能，第二天就能被上千家企业使用，这是多么有成就感的事情。而且，即便离开了公司，我们曾负责的产品，仍然会源源不断造福社会，成为我们人生的名片。\n比如，我曾经负责过一款面向中小企业的订单管理SaaS产品，将它从乏人问津迭代到订单数量几倍的增长；我还曾经负责过一款面向大型企业的渠道管理SaaS产品，不但实现了0到1，还亲自参与拿下标杆客户。这两款产品目前发展都很不错，虽然我不再负责，但是它们身上已经留下我不可磨灭的烙印。\n因此，选择做SaaS产品经理，就像选择做一条静水长流的小河：它不太可能波澜壮阔，但它很可能蜿蜒绵长，生生不息。\n06 最接近CEO的人\n作为SaaS公司最核心的岗位，SaaS产品经理需要具备全方位的能力，以及追求极致的工作态度。\n除了一般B端产品经理需要具备的业务梳理、产品设计等能力，SaaS产品经理还必须具备较强的商业意识和Owner意识。\n客户为SaaS产品的使用权付费。因此，产品的定位、与客户业务的匹配度会在很大程度上决定一个产品的命运，进而影响到公司的收入和前景。如果产品经理缺乏商业意识，以及追求极致的工作态度，只能被动按照领导或者客户的要求设计产品，这样的产品经理就很难独当一面。\n为了降低企业培训成本，降低人才门槛，SaaS产品非常追求高可用，即不需要培训就能够上手操作。同时，操作效率也非常重要，因为有时候哪怕只是多点击一下，也会对业务人员造成很重的操作负担。这就倒逼SaaS产品经理设计好每一个产品细节。\n成为SaaS产品经理，就意味着需要不断提升商业意识、打磨极致化的工作态度。因此，我认为，优秀的SaaS产品经理，是最接近SaaS公司CEO的人。\n07 不要错过SaaS\n中国SaaS才刚起步。作为传统软件的颠覆者，SaaS还有很长的路要走。比如：\n\n追求标准化的SaaS，如何满足大企业的个性化需求？\n各自为政的垂直型SaaS，如何满足大企业一站式解决方案的需求？\n面对缺乏人才和管理能力的小微企业，如何通过SaaS真正为他们赋能？\n数字化浪潮下，如何满足企业转型咨询的需求？\n智能时代，SaaS如何与AI融合？\n全球化背景下，中国SaaS如何走向世界？\n\n在新事物面前，普通人看到的是困难，而高手看到的则是机会。\n中国SaaS并不完美，应该说，问题还不少。但是，对于一个代表趋势的事物，问题越多，机会越大；越不完美，越有可期。\n这是最坏的SaaS，也是最好的SaaS。不要错过SaaS，就像不要错过这个时代。","news_type":1},"isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196933595,"gmtCreate":1621003657817,"gmtModify":1704351869446,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"Hoot e","listText":"Hoot e","text":"Hoot e","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/196933595","repostId":"1187294472","repostType":4,"repost":{"id":"1187294472","kind":"news","pubTimestamp":1620994094,"share":"https://ttm.financial/m/news/1187294472?lang=&edition=fundamental","pubTime":"2021-05-14 20:08","market":"us","language":"zh","title":"对冲基金巨头们开会了，多位大佬透露独家投资秘密","url":"https://stock-news.laohu8.com/highlight/detail?id=1187294472","media":"金十数据","summary":"Sohn会议成立于1995年，是对冲基金业界规模最大，且最久负盛名的大会。","content":"<p>Sohn会议（Sohn Conference）成立于1995年，是对冲基金业界规模最大，且最久负盛名的大会。其成立之初的愿景，是用以纪念Ira Sohn——一位因癌症与世长辞的华尔街分析师。</p><p>该会议由Ira Sohn的同事和亲人共同创建，且在此后的2006年，建立了非盈利目的的Sohn会议基金会（Sohn Conference Foundation），旨在筹集资金支持医学研究及医疗设备开发，并帮助患有癌症或其他疾病的儿童。Sohn会议基金会已与CNBC和洛克菲勒大学建立合作。</p><p><b>在每年的对冲基金盛宴Sohn投资大会上，大佬们都会让与会者了解到他们的投资思维和选股方式。</b></p><p>本届投资大会在5月12日举行，本次会议可谓亮点多多，来自标准资本公司的硅谷风险投资家比尔•格利（Bill Gurley）谈论科技股，桥水基金的高管凯伦·卡尔尼奥尔 (Karen Karniol-Tambour）表示中国可能有当下最有效的多元化投资组合，另外绿光资本公司的大卫·埃因霍恩（David Einhorn）则谈到“新型石油”。</p><p>以下是向与会投资专家提出的一些问题。虽然以下言论仅代表基金大佬的个人观点，但通过他们的观点可以了解他们投资决策的过程。</p><p><img src=\"https://static.tigerbbs.com/7e9f3911b0de77f27113869c1068b6f6\" tg-width=\"400\" tg-height=\"280\" referrerpolicy=\"no-referrer\"></p><p><b>1，你对低利率推动成长型股票估值飙升有何看法？这种情况能持续下去吗？</b></p><p>基准资本的格利引用了最近科技股的抛售，他表示：</p><blockquote>“虽然人们以这种温水煮青蛙的方式承担风险，但这还是有用的，风险一旦发生将很快地得到降低。我认为我们最近已经看到了这一点。现在，市场一直在谈论利率接近于零，不管是在过去的这一年，还是在五、六年里，利率一直低于我们以前见过的任何水平。但是即使出现了抛售，一些股票的收益仍然很高。”</blockquote><p>格利还回答了投资策略的问题，<b>他表示要做多比特币、<a href=\"https://laohu8.com/S/UBER\">优步</a>和<a href=\"https://laohu8.com/S/FB\">Facebook</a>，而对于狗狗币、NFTs则选择做空。</b></p><p><b>2，如果你必须把钱投到<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Facebook、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>或谷歌这样的公司，而你在接下来的10年里都不能碰它，你会选哪一个?</b></p><p>D1 Capital创始人丹•桑德海姆（Dan Sundheim）表示:</p><blockquote>“商业模式的持久性可能是最重要的。这些公司都有相当持久的商业模式， <b>但亚马逊的持久性不是建立在技术上的</b>。亚马逊是一家物流公司，就像100年前的铁路公司和其他占主导地位的物流公司一样，未来50年，亚马逊的地位也很难被取代。”</blockquote><p><b>3，你认为明年表现最好的股票是什么?</b></p><p>Glenernie Capital的安德鲁·努内利（Andrew Nunneley）<b>提到了HelloFresh这家公司</b>，他认为这家公司是餐盒中的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。</p><blockquote>“这可能是我20年来见过的最好的商业模式，与其他公司不同的是，HelloFresh拥有整个价值链，因此更有效率，并且这家公司还大力投资创新。”</blockquote><p>格伦维优资本管理公司的拉里·罗宾认为<b>DXC科技公司、麦<a href=\"https://laohu8.com/S/300296\">利亚德</a>基因公司、<a href=\"https://laohu8.com/S/BKD\">布鲁克代尔高级护理</a>公司、麦克森公司和<a href=\"https://laohu8.com/S/WAG\">沃尔格林</a>联合博姿集团是被市场低估的公司</b>。</p><blockquote>“人们说，在成长型股票的长期牛市之后，很难找到投资对象，但是大多数成长型股票并没有享受到牛市带来的好处。”</blockquote><p>绿光资本的大卫·埃因霍恩（David Einhorn）<b>表示电动汽车将迎来一场“淘铜热”，因为电动汽车的发展将需要大量的铜，而且需求将超过供应。</b></p><p>他向投资者们推荐<b>加拿大矿商泰克资源（Teck Resources）</b>。他说，泰克资源的市盈率远低于纯铜矿公司自由港麦克墨伦（Freeport-McMoRan Inc.）。泰克资源是一家更加多元化的矿商，业务结构更多地侧重于铜矿，增长前景也要好得多。</p><p>Impactive Capital的劳伦•泰勒•沃尔夫（Lauren Taylor Wolfe）将KBR公司定位为一家正在向绿色经济转型的公司，并预计未来三年内将有200%的增长。</p>","source":"jssj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>对冲基金巨头们开会了，多位大佬透露独家投资秘密</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对冲基金巨头们开会了，多位大佬透露独家投资秘密\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-14 20:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/details/74536><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sohn会议（Sohn Conference）成立于1995年，是对冲基金业界规模最大，且最久负盛名的大会。其成立之初的愿景，是用以纪念Ira Sohn——一位因癌症与世长辞的华尔街分析师。该会议由Ira Sohn的同事和亲人共同创建，且在此后的2006年，建立了非盈利目的的Sohn会议基金会（Sohn Conference Foundation），旨在筹集资金支持医学研究及医疗设备开发，并帮助...</p>\n\n<a href=\"https://xnews.jin10.com/details/74536\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4d048412e4a518ae5bd65a550683ae23","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://xnews.jin10.com/details/74536","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187294472","content_text":"Sohn会议（Sohn Conference）成立于1995年，是对冲基金业界规模最大，且最久负盛名的大会。其成立之初的愿景，是用以纪念Ira Sohn——一位因癌症与世长辞的华尔街分析师。该会议由Ira Sohn的同事和亲人共同创建，且在此后的2006年，建立了非盈利目的的Sohn会议基金会（Sohn Conference Foundation），旨在筹集资金支持医学研究及医疗设备开发，并帮助患有癌症或其他疾病的儿童。Sohn会议基金会已与CNBC和洛克菲勒大学建立合作。在每年的对冲基金盛宴Sohn投资大会上，大佬们都会让与会者了解到他们的投资思维和选股方式。本届投资大会在5月12日举行，本次会议可谓亮点多多，来自标准资本公司的硅谷风险投资家比尔•格利（Bill Gurley）谈论科技股，桥水基金的高管凯伦·卡尔尼奥尔 (Karen Karniol-Tambour）表示中国可能有当下最有效的多元化投资组合，另外绿光资本公司的大卫·埃因霍恩（David Einhorn）则谈到“新型石油”。以下是向与会投资专家提出的一些问题。虽然以下言论仅代表基金大佬的个人观点，但通过他们的观点可以了解他们投资决策的过程。1，你对低利率推动成长型股票估值飙升有何看法？这种情况能持续下去吗？基准资本的格利引用了最近科技股的抛售，他表示：“虽然人们以这种温水煮青蛙的方式承担风险，但这还是有用的，风险一旦发生将很快地得到降低。我认为我们最近已经看到了这一点。现在，市场一直在谈论利率接近于零，不管是在过去的这一年，还是在五、六年里，利率一直低于我们以前见过的任何水平。但是即使出现了抛售，一些股票的收益仍然很高。”格利还回答了投资策略的问题，他表示要做多比特币、优步和Facebook，而对于狗狗币、NFTs则选择做空。2，如果你必须把钱投到亚马逊、Facebook、苹果、微软或谷歌这样的公司，而你在接下来的10年里都不能碰它，你会选哪一个?D1 Capital创始人丹•桑德海姆（Dan Sundheim）表示:“商业模式的持久性可能是最重要的。这些公司都有相当持久的商业模式， 但亚马逊的持久性不是建立在技术上的。亚马逊是一家物流公司，就像100年前的铁路公司和其他占主导地位的物流公司一样，未来50年，亚马逊的地位也很难被取代。”3，你认为明年表现最好的股票是什么?Glenernie Capital的安德鲁·努内利（Andrew Nunneley）提到了HelloFresh这家公司，他认为这家公司是餐盒中的特斯拉。“这可能是我20年来见过的最好的商业模式，与其他公司不同的是，HelloFresh拥有整个价值链，因此更有效率，并且这家公司还大力投资创新。”格伦维优资本管理公司的拉里·罗宾认为DXC科技公司、麦利亚德基因公司、布鲁克代尔高级护理公司、麦克森公司和沃尔格林联合博姿集团是被市场低估的公司。“人们说，在成长型股票的长期牛市之后，很难找到投资对象，但是大多数成长型股票并没有享受到牛市带来的好处。”绿光资本的大卫·埃因霍恩（David Einhorn）表示电动汽车将迎来一场“淘铜热”，因为电动汽车的发展将需要大量的铜，而且需求将超过供应。他向投资者们推荐加拿大矿商泰克资源（Teck Resources）。他说，泰克资源的市盈率远低于纯铜矿公司自由港麦克墨伦（Freeport-McMoRan Inc.）。泰克资源是一家更加多元化的矿商，业务结构更多地侧重于铜矿，增长前景也要好得多。Impactive Capital的劳伦•泰勒•沃尔夫（Lauren Taylor Wolfe）将KBR公司定位为一家正在向绿色经济转型的公司，并预计未来三年内将有200%的增长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191089143,"gmtCreate":1620827723982,"gmtModify":1704349003864,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"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/191089143","repostId":"2134196326","repostType":2,"repost":{"id":"2134196326","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"T-Reuters","id":"1086160438","head_image":"https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5"},"pubTimestamp":1620825933,"share":"https://ttm.financial/m/news/2134196326?lang=&edition=fundamental","pubTime":"2021-05-12 21:25","market":"hk","language":"en","title":"Beyond Meat Inc Says This June, Beyond Meatballs Will Be Available For First Time At 2,100 Walmart Stores","url":"https://stock-news.laohu8.com/highlight/detail?id=2134196326","media":"T-Reuters","summary":"Beyond Meat Inc :Beyond Meat Inc - This June, Beyond Meatballs Will Be Available For First Time At 2","content":"<html><body><p>Beyond Meat Inc <bynd.o>:Beyond Meat Inc - This June, Beyond Meatballs Will Be Available For First Time At 2,100 Walmart Stores.</bynd.o></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Beyond Meat Inc Says This June, Beyond Meatballs Will Be Available For First Time At 2,100 Walmart Stores</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; 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class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086160438\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">T-Reuters </p>\n<p class=\"h-time\">2021-05-12 21:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Beyond Meat Inc <bynd.o>:Beyond Meat Inc - This June, Beyond Meatballs Will Be Available For First Time At 2,100 Walmart Stores.</bynd.o></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LABP":"Landos Biopharma, Inc.","SANA":"Sana Biotechnology, Inc.","FBNC":"第一万能金控","WMT":"沃尔玛","FFBC":"第一金融银行股份","BYND":"Beyond Meat, Inc.","LHDX":"Lucira Health, Inc.","THFF":"First Financial Corporation Indi","FNLC":"第一万通金控","CGEM":"Cullinan Therapeutics","TIME":"Clockwise Core Equity & Innovation ETF","APR":"Apria, Inc."},"source_url":"https://www.trkd.thomsonreuters.com","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2134196326","content_text":"Beyond Meat Inc :Beyond Meat Inc - This June, Beyond Meatballs Will Be Available For First Time At 2,100 Walmart Stores.","news_type":1},"isVote":1,"tweetType":1,"viewCount":810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191015672,"gmtCreate":1620827522296,"gmtModify":1704348998790,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"Haiz","listText":"Haiz","text":"Haiz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/191015672","repostId":"1125031102","repostType":4,"repost":{"id":"1125031102","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":1620827018,"share":"https://ttm.financial/m/news/1125031102?lang=&edition=fundamental","pubTime":"2021-05-12 21:43","market":"us","language":"zh","title":"台疫情升温，大马封城致半导体股集体下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1125031102","media":"老虎资讯综合","summary":"中国台湾地区昨日出现7例本土确诊新冠肺炎，宣布进入社区感染阶段。台湾防疫1年多以来，从未进入第3级警戒，台湾防疫指挥中心负责人陈时中称，台湾近日可能进入“第三级警戒”，届时势必会对经济活动产生明显影响","content":"<p>中国台湾地区昨日出现7例本土确诊新冠肺炎，宣布进入社区感染阶段。台湾防疫1年多以来，从未进入第3级警戒，台湾防疫指挥中心负责人陈时中称，台湾近日可能进入“第三级警戒”，届时势必会对经济活动产生明显影响，台股今日（周三）暴跌，半导体板块开盘全线下挫，，<a href=\"https://laohu8.com/S/TSM\">台积电</a>跌超3%，联电(UMC.N)跌近6%，日月光半导体(ASX.N)跌5%，半导体ETF<a href=\"https://laohu8.com/S/SMH\">半导体指数ETF-HOLDRs</a> 跌2.4%：<img src=\"https://static.tigerbbs.com/10c46ac06bed36c6b0d8c2d6d6946a9c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>此外，5月10日，马来西亚突发宣布封国，进口主流MCU产地都在马来，芯片交期还要延长。马来西亚疫情升温，单日新增确诊数居高不下，首相慕尤丁宣布全国实施行动管制令，禁止所有人跨州跨县，社交、体育、教育等也都禁止，开斋节祈祷人数高度受限。<img src=\"https://static.tigerbbs.com/e1104f64140a8fdef4161f6ea1cced16\" tg-width=\"577\" tg-height=\"298\" referrerpolicy=\"no-referrer\">在行动管制令颁布后，硅晶圆、CPU、被动元件、封测代工产能等是否会受到影响导致缺货更甚，是业内关注的重点。众所周知，马来西亚是半导体生产重镇，在这里有超过50家半导体公司，其中大多数是跨国公司，包括AMD、恩智浦、ASE、英飞凌、意法半导体、英特尔，瑞萨、德州仪器和日月光等，因此相对其他东南亚国家，马来西亚在全球半导体封测市场上一直就有其独特的地位。</p><p><img src=\"https://static.tigerbbs.com/6733ad821e29c814da5b8193d975dfee\" tg-width=\"960\" tg-height=\"298\" referrerpolicy=\"no-referrer\">马来西亚也是日、台系企业电阻产品的制造重地，其中尤以台湾电阻厂商为重，华新科技、旺诠(奇力新旗下)很大比例的电阻产能在马来西亚。除电阻产品外，日本村田(电感、MLCC)、Nichicon和Nippon Chemicon(铝电解电容)和松下(固态电容)都有产能在马来西亚。此次马来西亚封国，势必又将对相关企业产能带来一定程度的影响，尤其是半导体封测以及MLCC领域。</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>台疫情升温，大马封城致半导体股集体下跌</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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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台疫情升温，大马封城致半导体股集体下跌\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\">2021-05-12 21:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>中国台湾地区昨日出现7例本土确诊新冠肺炎，宣布进入社区感染阶段。台湾防疫1年多以来，从未进入第3级警戒，台湾防疫指挥中心负责人陈时中称，台湾近日可能进入“第三级警戒”，届时势必会对经济活动产生明显影响，台股今日（周三）暴跌，半导体板块开盘全线下挫，，<a href=\"https://laohu8.com/S/TSM\">台积电</a>跌超3%，联电(UMC.N)跌近6%，日月光半导体(ASX.N)跌5%，半导体ETF<a href=\"https://laohu8.com/S/SMH\">半导体指数ETF-HOLDRs</a> 跌2.4%：<img src=\"https://static.tigerbbs.com/10c46ac06bed36c6b0d8c2d6d6946a9c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>此外，5月10日，马来西亚突发宣布封国，进口主流MCU产地都在马来，芯片交期还要延长。马来西亚疫情升温，单日新增确诊数居高不下，首相慕尤丁宣布全国实施行动管制令，禁止所有人跨州跨县，社交、体育、教育等也都禁止，开斋节祈祷人数高度受限。<img src=\"https://static.tigerbbs.com/e1104f64140a8fdef4161f6ea1cced16\" tg-width=\"577\" tg-height=\"298\" referrerpolicy=\"no-referrer\">在行动管制令颁布后，硅晶圆、CPU、被动元件、封测代工产能等是否会受到影响导致缺货更甚，是业内关注的重点。众所周知，马来西亚是半导体生产重镇，在这里有超过50家半导体公司，其中大多数是跨国公司，包括AMD、恩智浦、ASE、英飞凌、意法半导体、英特尔，瑞萨、德州仪器和日月光等，因此相对其他东南亚国家，马来西亚在全球半导体封测市场上一直就有其独特的地位。</p><p><img src=\"https://static.tigerbbs.com/6733ad821e29c814da5b8193d975dfee\" tg-width=\"960\" tg-height=\"298\" referrerpolicy=\"no-referrer\">马来西亚也是日、台系企业电阻产品的制造重地，其中尤以台湾电阻厂商为重，华新科技、旺诠(奇力新旗下)很大比例的电阻产能在马来西亚。除电阻产品外，日本村田(电感、MLCC)、Nichicon和Nippon Chemicon(铝电解电容)和松下(固态电容)都有产能在马来西亚。此次马来西亚封国，势必又将对相关企业产能带来一定程度的影响，尤其是半导体封测以及MLCC领域。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8c95dc9b62af63b498dce2238fb18ba3","relate_stocks":{"TSM":"台积电"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125031102","content_text":"中国台湾地区昨日出现7例本土确诊新冠肺炎，宣布进入社区感染阶段。台湾防疫1年多以来，从未进入第3级警戒，台湾防疫指挥中心负责人陈时中称，台湾近日可能进入“第三级警戒”，届时势必会对经济活动产生明显影响，台股今日（周三）暴跌，半导体板块开盘全线下挫，，台积电跌超3%，联电(UMC.N)跌近6%，日月光半导体(ASX.N)跌5%，半导体ETF半导体指数ETF-HOLDRs 跌2.4%：此外，5月10日，马来西亚突发宣布封国，进口主流MCU产地都在马来，芯片交期还要延长。马来西亚疫情升温，单日新增确诊数居高不下，首相慕尤丁宣布全国实施行动管制令，禁止所有人跨州跨县，社交、体育、教育等也都禁止，开斋节祈祷人数高度受限。在行动管制令颁布后，硅晶圆、CPU、被动元件、封测代工产能等是否会受到影响导致缺货更甚，是业内关注的重点。众所周知，马来西亚是半导体生产重镇，在这里有超过50家半导体公司，其中大多数是跨国公司，包括AMD、恩智浦、ASE、英飞凌、意法半导体、英特尔，瑞萨、德州仪器和日月光等，因此相对其他东南亚国家，马来西亚在全球半导体封测市场上一直就有其独特的地位。马来西亚也是日、台系企业电阻产品的制造重地，其中尤以台湾电阻厂商为重，华新科技、旺诠(奇力新旗下)很大比例的电阻产能在马来西亚。除电阻产品外，日本村田(电感、MLCC)、Nichicon和Nippon Chemicon(铝电解电容)和松下(固态电容)都有产能在马来西亚。此次马来西亚封国，势必又将对相关企业产能带来一定程度的影响，尤其是半导体封测以及MLCC领域。","news_type":1},"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193092195,"gmtCreate":1620738926117,"gmtModify":1704347619696,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193092195","repostId":"1136406157","repostType":4,"repost":{"id":"1136406157","kind":"news","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":1620731152,"share":"https://ttm.financial/m/news/1136406157?lang=&edition=fundamental","pubTime":"2021-05-11 19:05","market":"us","language":"en","title":"Palantir stock pulls back despite Q1 revenue beat, upside sales guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=1136406157","media":"Tiger Newspress","summary":"(May 11) Palantir Technologies Inc.  today announced financial results for the first quarter ended M","content":"<p>(May 11)&nbsp;Palantir Technologies Inc.  today announced financial results for the first quarter ended March 31, 2021.</p><ul><li>Palantir Technologies&nbsp;: Q1 Non-GAAP EPS of $0.04 in-line; GAAP EPS of -$0.07beats by $0.01.</li><li>Revenue of $341M (+48.7% Y/Y)beats by $8.69M.</li><li>Q1 adjusted operating margin of 34% vs. a guidance of 23%.</li><li>Cash flow from operations of $117 million, up $404 million year-over-year, and representing a 34% margin</li><li>Adjusted free cash flow of $151 million, up $441 million year-over-year, and representing a 44% margin.</li><li>For Q2 2021, PLTR expects $360 million in revenue (consensus: $342.89M) and Adjusted operating margin of 23%.</li></ul><p>Palantir stock falls nearly&nbsp;5% premarket after Q1 results.</p><p><img src=\"https://static.tigerbbs.com/a8257a631e6376060c40034cf92263fd\" tg-width=\"786\" tg-height=\"494\" referrerpolicy=\"no-referrer\"></p><p><b>Q1 2021 Highlights</b></p><ul><li>Total revenue grew 49% year-over-year to $341 million</li><li>US commercial revenue grew 72% year-over-year</li><li>US government revenue grew 83% year-over-year</li><li>Cash flow from operations of $117 million, up $404 million year-over-year, and representing a 34% margin</li><li>Adjusted free cash flow of $151 million, up $441 million year-over-year, and representing a 44% margin</li><li>GAAP net loss per share, diluted of $(0.07)</li><li>Adjusted earnings per share, diluted of $0.04</li></ul><p><b>Outlook</b></p><p>For Q2 2021, we expect:</p><ul><li>$360 million in revenue, representing year-over-year revenue growth of 43%.</li><li>Adjusted operating margin of 23%.</li></ul><p>For full year 2021, we expect:</p><ul><li>Adjusted free cash flow in excess of $150 million.</li></ul><p>Per long-term guidance policy, as provided by our Chief Executive Officer,Alex Karp, we continue to expect:</p><ul><li>Annual revenue growth of 30% or greater for 2021 through 2025.</li></ul>","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>Palantir stock pulls back despite Q1 revenue beat, upside sales guidance</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\">\nPalantir stock pulls back despite Q1 revenue beat, upside sales guidance\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\">2021-05-11 19:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(May 11)&nbsp;Palantir Technologies Inc.  today announced financial results for the first quarter ended March 31, 2021.</p><ul><li>Palantir Technologies&nbsp;: Q1 Non-GAAP EPS of $0.04 in-line; GAAP EPS of -$0.07beats by $0.01.</li><li>Revenue of $341M (+48.7% Y/Y)beats by $8.69M.</li><li>Q1 adjusted operating margin of 34% vs. a guidance of 23%.</li><li>Cash flow from operations of $117 million, up $404 million year-over-year, and representing a 34% margin</li><li>Adjusted free cash flow of $151 million, up $441 million year-over-year, and representing a 44% margin.</li><li>For Q2 2021, PLTR expects $360 million in revenue (consensus: $342.89M) and Adjusted operating margin of 23%.</li></ul><p>Palantir stock falls nearly&nbsp;5% premarket after Q1 results.</p><p><img src=\"https://static.tigerbbs.com/a8257a631e6376060c40034cf92263fd\" tg-width=\"786\" tg-height=\"494\" referrerpolicy=\"no-referrer\"></p><p><b>Q1 2021 Highlights</b></p><ul><li>Total revenue grew 49% year-over-year to $341 million</li><li>US commercial revenue grew 72% year-over-year</li><li>US government revenue grew 83% year-over-year</li><li>Cash flow from operations of $117 million, up $404 million year-over-year, and representing a 34% margin</li><li>Adjusted free cash flow of $151 million, up $441 million year-over-year, and representing a 44% margin</li><li>GAAP net loss per share, diluted of $(0.07)</li><li>Adjusted earnings per share, diluted of $0.04</li></ul><p><b>Outlook</b></p><p>For Q2 2021, we expect:</p><ul><li>$360 million in revenue, representing year-over-year revenue growth of 43%.</li><li>Adjusted operating margin of 23%.</li></ul><p>For full year 2021, we expect:</p><ul><li>Adjusted free cash flow in excess of $150 million.</li></ul><p>Per long-term guidance policy, as provided by our Chief Executive Officer,Alex Karp, we continue to expect:</p><ul><li>Annual revenue growth of 30% or greater for 2021 through 2025.</li></ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136406157","content_text":"(May 11) Palantir Technologies Inc.  today announced financial results for the first quarter ended March 31, 2021.Palantir Technologies : Q1 Non-GAAP EPS of $0.04 in-line; GAAP EPS of -$0.07beats by $0.01.Revenue of $341M (+48.7% Y/Y)beats by $8.69M.Q1 adjusted operating margin of 34% vs. a guidance of 23%.Cash flow from operations of $117 million, up $404 million year-over-year, and representing a 34% marginAdjusted free cash flow of $151 million, up $441 million year-over-year, and representing a 44% margin.For Q2 2021, PLTR expects $360 million in revenue (consensus: $342.89M) and Adjusted operating margin of 23%.Palantir stock falls nearly 5% premarket after Q1 results.Q1 2021 HighlightsTotal revenue grew 49% year-over-year to $341 millionUS commercial revenue grew 72% year-over-yearUS government revenue grew 83% year-over-yearCash flow from operations of $117 million, up $404 million year-over-year, and representing a 34% marginAdjusted free cash flow of $151 million, up $441 million year-over-year, and representing a 44% marginGAAP net loss per share, diluted of $(0.07)Adjusted earnings per share, diluted of $0.04OutlookFor Q2 2021, we expect:$360 million in revenue, representing year-over-year revenue growth of 43%.Adjusted operating margin of 23%.For full year 2021, we expect:Adjusted free cash flow in excess of $150 million.Per long-term guidance policy, as provided by our Chief Executive Officer,Alex Karp, we continue to expect:Annual revenue growth of 30% or greater for 2021 through 2025.","news_type":1},"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190599012,"gmtCreate":1620630382336,"gmtModify":1704345822673,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190599012","repostId":"2134686276","repostType":4,"repost":{"id":"2134686276","kind":"news","pubTimestamp":1620604523,"share":"https://ttm.financial/m/news/2134686276?lang=&edition=fundamental","pubTime":"2021-05-10 07:55","market":"us","language":"en","title":"Coinbase, Disney, EA, DoorDash, Simon Property, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2134686276","media":"FX Empire","summary":"Marriott International, an American multinational diversified hospitality company, is expected to report its first-quarter earnings of $0.03 per share, which represents a year-over-year decline of over 88% from $0.26 per share seen in the same quarter a year ago.The U.S. hotel operator’s revenue would slump about 50% to $2.36 billion. However, in the last quarter, the company has delivered an earnings surprise of over 20%.“Largest hotel brand company globally creates economies of scale, but the ","content":"<ul><li>Monday (May 10)</li><li>Tuesday (May 11)</li><li>Wednesday (May 12)</li><li>Thursday (May 13)</li><li>Friday (May 14)</li></ul><p>Earnings Calendar For The Week Of May 10</p><p><img src=\"https://static.tigerbbs.com/6ee15b26d510129ee55daa8fed460634\" tg-width=\"1430\" tg-height=\"662\"></p><h2>Monday (May 10)</h2><p><b>IN THE SPOTLIGHT: MARRIOTT</b></p><p>Marriott International, an American multinational diversified hospitality company, is expected to report its first-quarter earnings of $0.03 per share, which represents a year-over-year decline of over 88% from $0.26 per share seen in the same quarter a year ago.</p><p>The U.S. hotel operator’s revenue would slump about 50% to $2.36 billion. However, in the last quarter, the company has delivered an earnings surprise of over 20%.</p><p>“Largest hotel brand company globally creates economies of scale, but the spread of COVID-19 will pressure unit growth. With the stock trading near its historical average multiple, we see too wide a risk-reward to justify recommending, with upside/downside driven by how severe and quick business trends return to normal post-COVID-19,” noted Thomas Allen, equity analyst at <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>.</p><h2>Tuesday (May 11)</h2><p><b>IN THE SPOTLIGHT: ELECTRONIC ARTS</b></p><p>Electronic Arts, <a href=\"https://laohu8.com/S/AONE\">one</a> of the world’s largest video game publishers, is expected to report its fiscal fourth-quarter earnings of $1.04 per share, which represents a year-over-year decline of over 3% from $1.08 per share seen in the same quarter a year ago.</p><p>The world’s largest video game publishers would post revenue growth of about 15% to around $1.39 billion. However, in the last four quarters, the company has delivered an earnings surprise of over 500%.</p><p>“For the fourth quarter of fiscal 2021, EA expects GAAP revenues of $1.317 billion, cost of revenues to be $302 million, and operating expenses of $837 million. EA anticipates a loss per share of 7 cents for the fourth quarter. Net bookings are expected to be $1.375 billion, which indicates an increase of $75 million over the prior guidance. For fiscal 2021, EA expects revenues of $5.6 billion, cost of revenues to be $1.477 billion, and earnings per share of $2.54,” noted analysts at ZACKS Research.</p><h2>Wednesday (May 12)</h2><table width=\"434\"><tbody><tr><td width=\"64\"><b>Ticker</b></td><td width=\"257\"><b>Company</b></td><td width=\"113\"><b>EPS Forecast</b></td></tr><tr><td width=\"64\"><u>WEN</u></td><td width=\"257\">Wendy’s</td><td width=\"113\">$0.15</td></tr><tr><td width=\"64\"><u>WIX</u></td><td width=\"257\">WIX</td><td width=\"113\">-$0.68</td></tr><tr><td width=\"64\"><u>DT</u></td><td width=\"257\">Dynatrace Holdings</td><td width=\"113\">$0.14</td></tr><tr><td width=\"64\"><u>WWW</u></td><td width=\"257\">Wolverine World Wide</td><td width=\"113\">$0.40</td></tr><tr><td width=\"64\"><u>LITE</u></td><td width=\"257\">Lumentum Holdings Inc</td><td width=\"113\">$1.42</td></tr><tr><td width=\"64\"><u>DOX</u></td><td width=\"257\">Amdocs</td><td width=\"113\">$1.13</td></tr><tr><td width=\"64\"><u>JACK</u></td><td width=\"257\">Jack In The Box</td><td width=\"113\">$1.29</td></tr><tr><td width=\"64\"><u>GOCO</u></td><td width=\"257\">Gocompare.Com</td><td width=\"113\">$0.00</td></tr><tr><td width=\"64\"><u>SONO</u></td><td width=\"257\"><a href=\"https://laohu8.com/S/SONO\">Sonos Inc</a></td><td width=\"113\">-$0.22</td></tr><tr><td width=\"64\"><u>PAAS</u></td><td width=\"257\">Pan American Silver USA</td><td width=\"113\">$0.30</td></tr><tr><td width=\"64\"><u>MAURY</u></td><td width=\"257\">Marui ADR</td><td width=\"113\">$0.15</td></tr><tr><td width=\"64\"><u>TM</u></td><td width=\"257\">Toyota Motor</td><td width=\"113\">$3.67</td></tr><tr><td width=\"64\"><u>AEG</u></td><td width=\"257\">Aegon</td><td width=\"113\">$0.17</td></tr><tr><td width=\"64\"><u>BRFS</u></td><td width=\"257\">BRF</td><td width=\"113\">$0.02</td></tr><tr><td width=\"64\"><u>EBR</u></td><td width=\"257\">Centrais Eletricas Brasileiras</td><td width=\"113\">$0.27</td></tr><tr><td width=\"64\"><u>BAYRY</u></td><td width=\"257\">Bayer AG PK</td><td width=\"113\">$0.73</td></tr><tr><td width=\"64\"><u>TCEHY</u></td><td width=\"257\">Tencent</td><td width=\"113\">$0.53</td></tr><tr><td width=\"64\"><u>DM</u></td><td width=\"257\">Dominion Midstream Partners</td><td width=\"113\">-$0.13</td></tr><tr><td width=\"64\"><u>FLO</u></td><td width=\"257\">Flowers Foods</td><td width=\"113\">$0.37</td></tr></tbody></table><h2>Thursday (May 13)</h2><p><b>IN THE SPOTLIGHT: ALIBABA, WALT DISNEY</b></p><p><b>ALIBABA</b>: China’s Alibaba Group Holding, the largest online and mobile e-commerce company in the world, is expected to report its fiscal fourth-quarter earnings of $1.82 per share, up over 40% from the same quarter a year ago. China’s biggest online commerce company’s revenue to surge more than 70% to $27.7 billion.</p><p>“Heightened investments in Taobao Deal and Grocery for user acquisition in less-affluent regions in China, should support long-term growth in core e-commerce business. Merchants’ marketing budgets will continue to shift online given rising reliance on e-commerce and better conversion. Alibaba’s ad resources remain under-monetized,” noted Gary Yu, equity analyst at Morgan Stanley.</p><p>“Digitalization trend in China will also sustain AliCloud’s growth potential. Gradual margin expansion will be a long-term profit driver. We see limited near-term catalysts but F22e P/E valuation remains attractive. We also see further downside support from additional disclosure to separate losses from new investments from profitable core e-commerce businesses.”</p><p><b>WALT DISNEY: </b>The world’s leading producers and providers of entertainment and information is expected to report its fiscal second-quarter earnings of $0.27 per share, which represents a year-over-year decline of over 50%. The Chicago, Illinois-based family entertainment company’s revenue would slump over 10% to $ 16.1 billion.</p><p>“Disney is building content assets that enable it to take advantage of the significant direct-to-consumer streaming opportunity ahead. Disney’s underlying IP remains best-in-class, supporting long-term content monetization opportunities,” noted Benjamin Swinburne, equity analyst at Morgan Stanley.</p><p>“During this period of FCF pressure from Parks closures, ESPN’s FCF generation is key to driving down leverage. Historical cycles suggest a potential return to above prior peak US Parks revenues in FY23.”</p><p>TAKE A LOOK AT OUR EARNINGS CALENDAR FOR THE FULL RELEASES FOR THE MAY 13</p><table width=\"472\"><tbody><tr><td width=\"64\"><b>Ticker</b></td><td width=\"285\"><b>Company</b></td><td width=\"123\"><b>EPS Forecast</b></td></tr><tr><td width=\"64\"><u>CELH</u></td><td width=\"285\">Celsius</td><td width=\"123\">$0.00</td></tr><tr><td width=\"64\"><u>HAE</u></td><td width=\"285\">Haemonetics</td><td width=\"123\">$0.69</td></tr><tr><td width=\"64\"><u>BABA</u></td><td width=\"285\">Alibaba</td><td width=\"123\">$11.80</td></tr><tr><td width=\"64\"><u>BAM</u></td><td width=\"285\">Brookfield Asset Management USA</td><td width=\"123\">$0.87</td></tr><tr><td width=\"64\"><u>TAC</u></td><td width=\"285\">TransAlta USA</td><td width=\"123\">$0.06</td></tr><tr><td width=\"64\"><u>UTZ</u></td><td width=\"285\">Utz Brands</td><td width=\"123\">$0.15</td></tr><tr><td width=\"64\"><u>VERX</u></td><td width=\"285\">Vertex Inc. Cl A</td><td width=\"123\">$0.05</td></tr><tr><td width=\"64\"><u>FTCH</u></td><td width=\"285\">Farfetch</td><td width=\"123\">-$0.28</td></tr><tr><td width=\"64\"><u>DIS</u></td><td width=\"285\">Walt Disney</td><td width=\"123\">$0.27</td></tr><tr><td width=\"64\"><u>AMAT</u></td><td width=\"285\">Applied Materials</td><td width=\"123\">$1.50</td></tr><tr><td width=\"64\"><u>DDS</u></td><td width=\"285\">Dillards</td><td width=\"123\">$1.20</td></tr><tr><td width=\"64\"><u>VNET</u></td><td width=\"285\">21Vianet</td><td width=\"123\">-$0.02</td></tr><tr><td width=\"64\"><u>TEF</u></td><td width=\"285\">Telefonica</td><td width=\"123\">$0.16</td></tr><tr><td width=\"64\"><u>PBR</u></td><td width=\"285\">Petroleo Brasileiro Petrobras</td><td width=\"123\">$0.12</td></tr><tr><td width=\"64\"><u>NICE</u></td><td width=\"285\">Nice Systems</td><td width=\"123\">$1.50</td></tr><tr><td width=\"64\"><u>TYOYY</u></td><td width=\"285\">Taiyo Yuden ADR</td><td width=\"123\">$2.09</td></tr><tr><td width=\"64\"><u>IX</u></td><td width=\"285\">Orix</td><td width=\"123\">$1.97</td></tr><tr><td width=\"64\"><u>SGAMY</u></td><td width=\"285\">Sega Sammy ADR</td><td width=\"123\">-$0.02</td></tr><tr><td width=\"64\"><u>SOMLY</u></td><td width=\"285\">Secom ADR</td><td width=\"123\">$0.27</td></tr><tr><td width=\"64\"><u>OJIPY</u></td><td width=\"285\">Oji ADR</td><td width=\"123\">$1.57</td></tr><tr><td width=\"64\"><u>SBS</u></td><td width=\"285\">Companhia De Saneamento Basico</td><td width=\"123\">$0.15</td></tr></tbody></table><h2>Friday (May 14)</h2><table width=\"425\"><tbody><tr><td width=\"64\"><b>Ticker</b></td><td width=\"257\"><b>Company</b></td><td width=\"104\"><b>EPS Forecast</b></td></tr><tr><td width=\"64\"><u>MFG</u></td><td width=\"257\">Mizuho Financial</td><td width=\"104\">$0.06</td></tr><tr><td width=\"64\"><u>CIG</u></td><td width=\"257\">Companhia Energetica Minas Gerais</td><td width=\"104\">$0.08</td></tr><tr><td width=\"64\"><u>HMC</u></td><td width=\"257\">Honda Motor</td><td width=\"104\">$0.41</td></tr><tr><td width=\"64\"><u>SMFG</u></td><td width=\"257\">Sumitomo Mitsui Financial</td><td width=\"104\">$0.12</td></tr><tr><td width=\"64\"><u>RDY</u></td><td width=\"257\">Drreddys Laboratories</td><td width=\"104\">$0.52</td></tr></tbody></table>","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>Coinbase, Disney, EA, DoorDash, Simon Property, and Other Stocks for Investors to Watch 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; 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\">\nCoinbase, Disney, EA, DoorDash, Simon Property, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-10 07:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/earnings-watch-next-week-marriott-071123228.html><strong>FX Empire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Monday (May 10)Tuesday (May 11)Wednesday (May 12)Thursday (May 13)Friday (May 14)Earnings Calendar For The Week Of May 10Monday (May 10)IN THE SPOTLIGHT: MARRIOTTMarriott International, an American ...</p>\n\n<a href=\"https://finance.yahoo.com/news/earnings-watch-next-week-marriott-071123228.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MAR":"万豪酒店","DIS":"迪士尼","BABA":"阿里巴巴","EA":"艺电","09988":"阿里巴巴-W"},"source_url":"https://finance.yahoo.com/news/earnings-watch-next-week-marriott-071123228.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2134686276","content_text":"Monday (May 10)Tuesday (May 11)Wednesday (May 12)Thursday (May 13)Friday (May 14)Earnings Calendar For The Week Of May 10Monday (May 10)IN THE SPOTLIGHT: MARRIOTTMarriott International, an American multinational diversified hospitality company, is expected to report its first-quarter earnings of $0.03 per share, which represents a year-over-year decline of over 88% from $0.26 per share seen in the same quarter a year ago.The U.S. hotel operator’s revenue would slump about 50% to $2.36 billion. However, in the last quarter, the company has delivered an earnings surprise of over 20%.“Largest hotel brand company globally creates economies of scale, but the spread of COVID-19 will pressure unit growth. With the stock trading near its historical average multiple, we see too wide a risk-reward to justify recommending, with upside/downside driven by how severe and quick business trends return to normal post-COVID-19,” noted Thomas Allen, equity analyst at Morgan Stanley.Tuesday (May 11)IN THE SPOTLIGHT: ELECTRONIC ARTSElectronic Arts, one of the world’s largest video game publishers, is expected to report its fiscal fourth-quarter earnings of $1.04 per share, which represents a year-over-year decline of over 3% from $1.08 per share seen in the same quarter a year ago.The world’s largest video game publishers would post revenue growth of about 15% to around $1.39 billion. However, in the last four quarters, the company has delivered an earnings surprise of over 500%.“For the fourth quarter of fiscal 2021, EA expects GAAP revenues of $1.317 billion, cost of revenues to be $302 million, and operating expenses of $837 million. EA anticipates a loss per share of 7 cents for the fourth quarter. Net bookings are expected to be $1.375 billion, which indicates an increase of $75 million over the prior guidance. For fiscal 2021, EA expects revenues of $5.6 billion, cost of revenues to be $1.477 billion, and earnings per share of $2.54,” noted analysts at ZACKS Research.Wednesday (May 12)TickerCompanyEPS ForecastWENWendy’s$0.15WIXWIX-$0.68DTDynatrace Holdings$0.14WWWWolverine World Wide$0.40LITELumentum Holdings Inc$1.42DOXAmdocs$1.13JACKJack In The Box$1.29GOCOGocompare.Com$0.00SONOSonos Inc-$0.22PAASPan American Silver USA$0.30MAURYMarui ADR$0.15TMToyota Motor$3.67AEGAegon$0.17BRFSBRF$0.02EBRCentrais Eletricas Brasileiras$0.27BAYRYBayer AG PK$0.73TCEHYTencent$0.53DMDominion Midstream Partners-$0.13FLOFlowers Foods$0.37Thursday (May 13)IN THE SPOTLIGHT: ALIBABA, WALT DISNEYALIBABA: China’s Alibaba Group Holding, the largest online and mobile e-commerce company in the world, is expected to report its fiscal fourth-quarter earnings of $1.82 per share, up over 40% from the same quarter a year ago. China’s biggest online commerce company’s revenue to surge more than 70% to $27.7 billion.“Heightened investments in Taobao Deal and Grocery for user acquisition in less-affluent regions in China, should support long-term growth in core e-commerce business. Merchants’ marketing budgets will continue to shift online given rising reliance on e-commerce and better conversion. Alibaba’s ad resources remain under-monetized,” noted Gary Yu, equity analyst at Morgan Stanley.“Digitalization trend in China will also sustain AliCloud’s growth potential. Gradual margin expansion will be a long-term profit driver. We see limited near-term catalysts but F22e P/E valuation remains attractive. We also see further downside support from additional disclosure to separate losses from new investments from profitable core e-commerce businesses.”WALT DISNEY: The world’s leading producers and providers of entertainment and information is expected to report its fiscal second-quarter earnings of $0.27 per share, which represents a year-over-year decline of over 50%. The Chicago, Illinois-based family entertainment company’s revenue would slump over 10% to $ 16.1 billion.“Disney is building content assets that enable it to take advantage of the significant direct-to-consumer streaming opportunity ahead. Disney’s underlying IP remains best-in-class, supporting long-term content monetization opportunities,” noted Benjamin Swinburne, equity analyst at Morgan Stanley.“During this period of FCF pressure from Parks closures, ESPN’s FCF generation is key to driving down leverage. Historical cycles suggest a potential return to above prior peak US Parks revenues in FY23.”TAKE A LOOK AT OUR EARNINGS CALENDAR FOR THE FULL RELEASES FOR THE MAY 13TickerCompanyEPS ForecastCELHCelsius$0.00HAEHaemonetics$0.69BABAAlibaba$11.80BAMBrookfield Asset Management USA$0.87TACTransAlta USA$0.06UTZUtz Brands$0.15VERXVertex Inc. Cl A$0.05FTCHFarfetch-$0.28DISWalt Disney$0.27AMATApplied Materials$1.50DDSDillards$1.20VNET21Vianet-$0.02TEFTelefonica$0.16PBRPetroleo Brasileiro Petrobras$0.12NICENice Systems$1.50TYOYYTaiyo Yuden ADR$2.09IXOrix$1.97SGAMYSega Sammy ADR-$0.02SOMLYSecom ADR$0.27OJIPYOji ADR$1.57SBSCompanhia De Saneamento Basico$0.15Friday (May 14)TickerCompanyEPS ForecastMFGMizuho Financial$0.06CIGCompanhia Energetica Minas Gerais$0.08HMCHonda Motor$0.41SMFGSumitomo Mitsui Financial$0.12RDYDrreddys Laboratories$0.52","news_type":1},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105661306,"gmtCreate":1620298922305,"gmtModify":1704341539225,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/105661306","repostId":"1166115943","repostType":4,"repost":{"id":"1166115943","kind":"news","pubTimestamp":1620284644,"share":"https://ttm.financial/m/news/1166115943?lang=&edition=fundamental","pubTime":"2021-05-06 15:04","market":"us","language":"en","title":"Opportunity Knocks As Nio Stock Is in a Slump","url":"https://stock-news.laohu8.com/highlight/detail?id=1166115943","media":"investorplace","summary":"Chinese electric car makerNio saw its shares appreciate in value spectacularly in 2020. Nio ended the year at $48.38, for an eye-popping 1,080% gain. However, 2021 hasn’t been so rosy for Nio stock.After climbing to a $62.84 close on Feb. 9, NIO stock has slumped. Now trading below $38, NIO is down 30% from the start of the year, and off its February all-time high by 40%.The protracted slide has scared off nervous investors, while others see the dip as a golden opportunity to grab shares on the ","content":"<p>Chinese electric car maker<b>Nio</b>(NYSE:<b><u>NIO</u></b>) saw its shares appreciate in value spectacularly in 2020. Nio ended the year at $48.38, for an eye-popping 1,080% gain. However, 2021 hasn’t been so rosy for Nio stock.</p>\n<p>After climbing to a $62.84 close on Feb. 9, NIO stock has slumped. Now trading below $38, NIO is down 30% from the start of the year, and off its February all-time high by 40%.</p>\n<p><b>Ouch.</b></p>\n<p>The protracted slide has scared off nervous investors, while others see the dip as a golden opportunity to grab shares on the cheap.</p>\n<p>Which is it, time to make a move, or time to take a pass on NIO stock? I’m firmly in the former camp. NIO is an ‘A’-rated stock in<i>Portfolio Grader</i>and it’s is a hot company in an even hotter market.</p>\n<p>It’s facing challenges at the moment, but those are speed bumps. NIO has also been hit by abroad selloff of EV stocks. I think the big picture shows this dip offers a fantastic buying opportunity for anyone who wants to add EVs to their portfolio.</p>\n<p><b>Here’s why.</b></p>\n<p>Nio Is One of the Largest Chinese EV Makers</p>\n<p>Founded in 2014, Nio is one of China’s largest EV makers. It’s established, it has a wide range of premium EVs, including a new sedan to complement its lineup of crossovers and SUVs, and its factory is humming. Several days ago, the company announced itdelivered 7,102 vehicles in the month of April.</p>\n<p>That’s a 125.1% increase over deliveries for April, 2020.</p>\n<p>Nio also has an offering that other EV makers can’t match. Last August,the company launched Battery as a Service, or BaaS. This service allows Nio owners to pay a monthly lease for their EV’s battery instead of buying it outright. Doing so offers numerous advantages, including a lower EV purchase price, and the ability to upgrade the battery if higher capacity is needed.</p>\n<p>In addition, Nio owners who subscribe to BaaS don’t have to worry about whether their home has available EV chargers — a real concern in megacities where many people live in large apartment complexes. Instead, they can drive to a convenient station and swap out their depleted battery for a fully charged one.</p>\n<p><b>China Is The World’s Largest Car Market</b></p>\n<p>Another reason to love Nio? We tend to think of the U.S. when it comes to automobile production and sales. However, China has held the title of world’s largest car market for more than a decade.</p>\n<p>In 2020, there were 14.46 million new vehicles sold in the U.S., butChina notched 19.79 million new car sales. In addition, the Chinese auto market has far more runway for growth. In the U.S., there are currently over 800 cars for every 1,000 inhabitants. In China, that number is less than 200 for every 1,000 inhabitants.</p>\n<p>China is also an enthusiastic adopter of EVs. In 2020, 1.3 million EVs were sold in the country. Growth was modest at 8% — changing government subsidy programs had a negative effect — but that still represented 42% of global EV sales. In comparison, just 2.4% of vehicles sold in the U.S. last year were EVs.</p>\n<p>However, projections have the Chinese auto market returning to growth in 2021, after a year where the pandemic put a damper on the market. A report published in February putsChina on track to see a 50% increase in EV sales in 2021. Nio is going to capture a good chunk of that increase.</p>\n<p>That’s going to help push NIO stock out of its current funk.</p>\n<p><b>Some Challenges Still Weigh on NIO</b></p>\n<p>There are some challenges in 2021, of course. And these challenges have been part of the downward pressure on NIO stock. As I mentioned, after big growth last year, EV stocks in general have been in correction territory this year. There are concerns that globalchip shortages will constrain production of EV makers, including Nio. Competition is increasing. There is also the long-term threat that Chinese stocks like Nio may eventuallyface de-listing from American exchanges.</p>\n<p>It’s important to be aware of these issues, but I wouldn’t fixate on them. Most are surmountable and the de-listing threat is at least three years off.</p>\n<p><b>The Bottom Line on NIO Stock</b></p>\n<p>Nio is facing some challenges. But the positives far outweigh the negatives in this case. This is a company with huge growth momentum and I expect NIO stock will once again reflect that.</p>\n<p>Many analysts agree with me. The 19 investment analysts polled by<i>CNN Money</i>have NIO stock rated as a consensus “Buy” with a $58.98 median price target. That’s around 56% upside — if you make a move now, before NIO starts to recover.</p>","source":"lsy1606302653667","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>Opportunity Knocks As Nio Stock Is in a Slump</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\">\nOpportunity Knocks As Nio Stock Is in a Slump\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-06 15:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/05/opportunity-knocks-as-nio-stock-is-in-a-slump/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chinese electric car makerNio(NYSE:NIO) saw its shares appreciate in value spectacularly in 2020. Nio ended the year at $48.38, for an eye-popping 1,080% gain. However, 2021 hasn’t been so rosy for ...</p>\n\n<a href=\"https://investorplace.com/2021/05/opportunity-knocks-as-nio-stock-is-in-a-slump/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://investorplace.com/2021/05/opportunity-knocks-as-nio-stock-is-in-a-slump/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166115943","content_text":"Chinese electric car makerNio(NYSE:NIO) saw its shares appreciate in value spectacularly in 2020. Nio ended the year at $48.38, for an eye-popping 1,080% gain. However, 2021 hasn’t been so rosy for Nio stock.\nAfter climbing to a $62.84 close on Feb. 9, NIO stock has slumped. Now trading below $38, NIO is down 30% from the start of the year, and off its February all-time high by 40%.\nOuch.\nThe protracted slide has scared off nervous investors, while others see the dip as a golden opportunity to grab shares on the cheap.\nWhich is it, time to make a move, or time to take a pass on NIO stock? I’m firmly in the former camp. NIO is an ‘A’-rated stock inPortfolio Graderand it’s is a hot company in an even hotter market.\nIt’s facing challenges at the moment, but those are speed bumps. NIO has also been hit by abroad selloff of EV stocks. I think the big picture shows this dip offers a fantastic buying opportunity for anyone who wants to add EVs to their portfolio.\nHere’s why.\nNio Is One of the Largest Chinese EV Makers\nFounded in 2014, Nio is one of China’s largest EV makers. It’s established, it has a wide range of premium EVs, including a new sedan to complement its lineup of crossovers and SUVs, and its factory is humming. Several days ago, the company announced itdelivered 7,102 vehicles in the month of April.\nThat’s a 125.1% increase over deliveries for April, 2020.\nNio also has an offering that other EV makers can’t match. Last August,the company launched Battery as a Service, or BaaS. This service allows Nio owners to pay a monthly lease for their EV’s battery instead of buying it outright. Doing so offers numerous advantages, including a lower EV purchase price, and the ability to upgrade the battery if higher capacity is needed.\nIn addition, Nio owners who subscribe to BaaS don’t have to worry about whether their home has available EV chargers — a real concern in megacities where many people live in large apartment complexes. Instead, they can drive to a convenient station and swap out their depleted battery for a fully charged one.\nChina Is The World’s Largest Car Market\nAnother reason to love Nio? We tend to think of the U.S. when it comes to automobile production and sales. However, China has held the title of world’s largest car market for more than a decade.\nIn 2020, there were 14.46 million new vehicles sold in the U.S., butChina notched 19.79 million new car sales. In addition, the Chinese auto market has far more runway for growth. In the U.S., there are currently over 800 cars for every 1,000 inhabitants. In China, that number is less than 200 for every 1,000 inhabitants.\nChina is also an enthusiastic adopter of EVs. In 2020, 1.3 million EVs were sold in the country. Growth was modest at 8% — changing government subsidy programs had a negative effect — but that still represented 42% of global EV sales. In comparison, just 2.4% of vehicles sold in the U.S. last year were EVs.\nHowever, projections have the Chinese auto market returning to growth in 2021, after a year where the pandemic put a damper on the market. A report published in February putsChina on track to see a 50% increase in EV sales in 2021. Nio is going to capture a good chunk of that increase.\nThat’s going to help push NIO stock out of its current funk.\nSome Challenges Still Weigh on NIO\nThere are some challenges in 2021, of course. And these challenges have been part of the downward pressure on NIO stock. As I mentioned, after big growth last year, EV stocks in general have been in correction territory this year. There are concerns that globalchip shortages will constrain production of EV makers, including Nio. Competition is increasing. There is also the long-term threat that Chinese stocks like Nio may eventuallyface de-listing from American exchanges.\nIt’s important to be aware of these issues, but I wouldn’t fixate on them. Most are surmountable and the de-listing threat is at least three years off.\nThe Bottom Line on NIO Stock\nNio is facing some challenges. But the positives far outweigh the negatives in this case. This is a company with huge growth momentum and I expect NIO stock will once again reflect that.\nMany analysts agree with me. The 19 investment analysts polled byCNN Moneyhave NIO stock rated as a consensus “Buy” with a $58.98 median price target. That’s around 56% upside — if you make a move now, before NIO starts to recover.","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106237093,"gmtCreate":1620122016812,"gmtModify":1704338933195,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"[Shy]&nbsp;[Shy]&nbsp;","listText":"[Shy]&nbsp;[Shy]&nbsp;","text":"[Shy] [Shy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106237093","repostId":"1141446343","repostType":4,"repost":{"id":"1141446343","kind":"news","pubTimestamp":1620108260,"share":"https://ttm.financial/m/news/1141446343?lang=&edition=fundamental","pubTime":"2021-05-04 14:04","market":"us","language":"en","title":"Bill and Melinda Gates are getting divorced. Here are some stocks they owned","url":"https://stock-news.laohu8.com/highlight/detail?id=1141446343","media":"seeking alpha","summary":"Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoftfounder and his partner of 27 years may send shockwaves across their projects.In the latest13F filingfrom the Bill and Melinda Gates Foundation Trust for the period ended 12/31/20, top holdings by value in descending order included Berkshire Hathaway, Waste Management, Caterpillar, Canadian National, Walmart, EcoLab, Crown Castle, ","content":"<ul><li>Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoft(NASDAQ:MSFT)founder and his partner of 27 years may send shockwaves across their projects.</li><li>In the latest13F filingfrom the Bill and Melinda Gates Foundation Trust for the period ended 12/31/20, top holdings by value in descending order included Berkshire Hathaway(NYSE:BRK.B), Waste Management(NYSE:WM), Caterpillar(NYSE:CAT), Canadian National(NYSE:CNI), Walmart(NYSE:WMT), EcoLab(NYSE:ECL), Crown Castle(NYSE:CCI), Fedex(NYSE:FDX)and UPS(NYSE:UPS).</li><li><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> stocks in which the foundation has a large stake (more than 10% of shares outstanding) included Schrodinger(NASDAQ:SDGR)and Coca-Cola Femsa(NYSE:KOF).</li><li>Most of the other holdings were below $1 billion in market value and their ownership consisted of less than 3% of shares outstanding in the associated stock.</li><li>The Bill and Melinda Gates Foundation, in their latestquarterly filing, disclosed ownership stakes in Amyris(NASDAQ:AMRS), Vir Biotech(NASDAQ:VIR), BionTech(NASDAQ:BNTX), Curevac(NASDAQ:CVAC)and <a href=\"https://laohu8.com/S/BCEL\">Atreca</a>(NASDAQ:BCEL).</li><li>Our readers may recall when the world's richest person, Jeff Bezos, and his partner Mackenzie Scottcalled it quits two years ago.&nbsp;This is how their wealth ended upsplit between them.</li></ul>","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>Bill and Melinda Gates are getting divorced. Here are some stocks they owned</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\">\nBill and Melinda Gates are getting divorced. Here are some stocks they owned\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-04 14:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3689813-bill-and-melinda-gates-are-getting-divorced-here-are-some-stocks-they-owned><strong>seeking alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoft(NASDAQ:MSFT)founder and his ...</p>\n\n<a href=\"https://seekingalpha.com/news/3689813-bill-and-melinda-gates-are-getting-divorced-here-are-some-stocks-they-owned\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CNI":"加拿大国家铁路","CCI":"冠城","WMT":"沃尔玛","SDGR":"Schrodinger Inc.","KOF":"可口可乐凡萨瓶装","CAT":"卡特彼勒","MSFT":"微软","BNTX":"BioNTech SE","WCLD":"WisdomTree Cloud Computing Fund","WM":"美国废物管理","VIR":"Vir Biotechnology, Inc.","UPS":"联合包裹","FDX":"联邦快递","CVAC":"CureVac B.V.","BRK.B":"伯克希尔B","AMRS":"阿米瑞斯"},"source_url":"https://seekingalpha.com/news/3689813-bill-and-melinda-gates-are-getting-divorced-here-are-some-stocks-they-owned","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141446343","content_text":"Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoft(NASDAQ:MSFT)founder and his partner of 27 years may send shockwaves across their projects.In the latest13F filingfrom the Bill and Melinda Gates Foundation Trust for the period ended 12/31/20, top holdings by value in descending order included Berkshire Hathaway(NYSE:BRK.B), Waste Management(NYSE:WM), Caterpillar(NYSE:CAT), Canadian National(NYSE:CNI), Walmart(NYSE:WMT), EcoLab(NYSE:ECL), Crown Castle(NYSE:CCI), Fedex(NYSE:FDX)and UPS(NYSE:UPS).Two stocks in which the foundation has a large stake (more than 10% of shares outstanding) included Schrodinger(NASDAQ:SDGR)and Coca-Cola Femsa(NYSE:KOF).Most of the other holdings were below $1 billion in market value and their ownership consisted of less than 3% of shares outstanding in the associated stock.The Bill and Melinda Gates Foundation, in their latestquarterly filing, disclosed ownership stakes in Amyris(NASDAQ:AMRS), Vir Biotech(NASDAQ:VIR), BionTech(NASDAQ:BNTX), Curevac(NASDAQ:CVAC)and Atreca(NASDAQ:BCEL).Our readers may recall when the world's richest person, Jeff Bezos, and his partner Mackenzie Scottcalled it quits two years ago. This is how their wealth ended upsplit between them.","news_type":1},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106159837,"gmtCreate":1620095349229,"gmtModify":1704338576362,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"Not bad","listText":"Not bad","text":"Not bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106159837","repostId":"1136174828","repostType":4,"repost":{"id":"1136174828","kind":"news","pubTimestamp":1620030598,"share":"https://ttm.financial/m/news/1136174828?lang=&edition=fundamental","pubTime":"2021-05-03 16:29","market":"us","language":"en","title":"XPeng delivers 5,147 EVs in April 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1136174828","media":"seekingalpha","summary":"XPeng has delivered a total of 5,147 Smart EVs in April 2021, an increase of 285% Y/Y.March deliveri","content":"<p>XPeng&nbsp;has&nbsp;delivered&nbsp;a total of 5,147 Smart EVs in April 2021, an increase of 285% Y/Y.March deliverieswere 5,102 units.</p><p>The April deliveries consisted of 2,995 P7s and 2,152 G3s. As of April 30, 2021, YTD deliveries reached 18,487 units, representing an increase of 413% Y/Y.</p><p>The Company has expanded its product portfolio and started to deliver the P7 Wing edition and the lithium iron phosphate (LFP) battery-powered G3 in April. Delivery of LFP battery powered P7 will start in May as planned.</p><p>XPeng’s third production vehicle, the LiDAR-equipped P5 sedan, was unveiled in April. The Company plans to launch thesales of P5 in Q3 with deliveries in Q4 2021.</p><p>Also in April, XPEV formed an alliance with Zhongsheng Group toexpand its EV sales and services.</p><p>Last month, the Company inked an agreement with the City of Wuhan to build a new XPeng Motors Wuhan Smart EV Manufacturing Base in Wuhan withexpected annual capacity of 100,000 units.</p><p>XPeng rose more than 1% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/1a2599c9bc93a33522fcf7a94220f30d\" tg-width=\"633\" tg-height=\"479\"></p><p></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 delivers 5,147 EVs in April 2021</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 delivers 5,147 EVs in April 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 16:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3689018-xpeng-delivers-5147-evs-in-april-2021><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>XPeng has delivered a total of 5,147 Smart EVs in April 2021, an increase of 285% Y/Y.March deliverieswere 5,102 units.The April deliveries consisted of 2,995 P7s and 2,152 G3s. As of April 30, 2021, ...</p>\n\n<a href=\"https://seekingalpha.com/news/3689018-xpeng-delivers-5147-evs-in-april-2021\">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/news/3689018-xpeng-delivers-5147-evs-in-april-2021","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1136174828","content_text":"XPeng has delivered a total of 5,147 Smart EVs in April 2021, an increase of 285% Y/Y.March deliverieswere 5,102 units.The April deliveries consisted of 2,995 P7s and 2,152 G3s. As of April 30, 2021, YTD deliveries reached 18,487 units, representing an increase of 413% Y/Y.The Company has expanded its product portfolio and started to deliver the P7 Wing edition and the lithium iron phosphate (LFP) battery-powered G3 in April. Delivery of LFP battery powered P7 will start in May as planned.XPeng’s third production vehicle, the LiDAR-equipped P5 sedan, was unveiled in April. The Company plans to launch thesales of P5 in Q3 with deliveries in Q4 2021.Also in April, XPEV formed an alliance with Zhongsheng Group toexpand its EV sales and services.Last month, the Company inked an agreement with the City of Wuhan to build a new XPeng Motors Wuhan Smart EV Manufacturing Base in Wuhan withexpected annual capacity of 100,000 units.XPeng rose more than 1% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108681159,"gmtCreate":1620018594271,"gmtModify":1704337464496,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/108681159","repostId":"1142070002","repostType":4,"repost":{"id":"1142070002","kind":"news","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":1619792975,"share":"https://ttm.financial/m/news/1142070002?lang=&edition=fundamental","pubTime":"2021-04-30 22:29","market":"us","language":"en","title":"NIO rose more than 5%, after falling nearly 4% before","url":"https://stock-news.laohu8.com/highlight/detail?id=1142070002","media":"Tiger Newspress","summary":"NIO Earnings Looked a Lot Like Ford’s. What to Know.Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.NIO  is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.NIO lost 23 cents a share on an adjusted, non-GAAP basis, from $1.2 billion in sales.","content":"<p>NIO rose more than 5%, after falling nearly 4% before.</p><p><img src=\"https://static.tigerbbs.com/80881ae9e6de48ac5e3733583db3ba9e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b>NIO Earnings Looked a Lot Like Ford’s. What to Know.</b></p><p>Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.</p><p>NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.</p><p>NIO lost&nbsp;23 cents&nbsp;a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.</p><p>The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;rose about&nbsp; 0.7%.</p><p>“NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”</p><p>Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.</p><p>For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.</p><p>Yu rates NIO shares Buy and has a $60 price target for the stock.</p><p>The overall quarter feels a little like&nbsp;Ford Motor‘s (F) quarter, which was&nbsp;reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.</p><p>Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.</p><p>Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.</p><p>NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place&nbsp;capacity to produce&nbsp;hundreds of thousands of vehicles in coming years.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO rose more than 5%, after falling nearly 4% before</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\">\nNIO rose more than 5%, after falling nearly 4% before\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\">2021-04-30 22:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NIO rose more than 5%, after falling nearly 4% before.</p><p><img src=\"https://static.tigerbbs.com/80881ae9e6de48ac5e3733583db3ba9e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b>NIO Earnings Looked a Lot Like Ford’s. What to Know.</b></p><p>Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.</p><p>NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.</p><p>NIO lost&nbsp;23 cents&nbsp;a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.</p><p>The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;rose about&nbsp; 0.7%.</p><p>“NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”</p><p>Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.</p><p>For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.</p><p>Yu rates NIO shares Buy and has a $60 price target for the stock.</p><p>The overall quarter feels a little like&nbsp;Ford Motor‘s (F) quarter, which was&nbsp;reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.</p><p>Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.</p><p>Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.</p><p>NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place&nbsp;capacity to produce&nbsp;hundreds of thousands of vehicles in coming years.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142070002","content_text":"NIO rose more than 5%, after falling nearly 4% before.NIO Earnings Looked a Lot Like Ford’s. What to Know.Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.NIO lost 23 cents a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&P 500 and Dow Jones Industrial Average rose about  0.7%.“NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.Yu rates NIO shares Buy and has a $60 price target for the stock.The overall quarter feels a little like Ford Motor‘s (F) quarter, which was reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place capacity to produce hundreds of thousands of vehicles in coming years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103880061,"gmtCreate":1619766508753,"gmtModify":1704272066832,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/103880061","repostId":"2131534297","repostType":4,"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570063321997588","authorId":"3570063321997588","name":"hitithard","avatar":"https://static.tigerbbs.com/309ce7b357018aa7b946332c2fe8725c","crmLevel":6,"crmLevelSwitch":0,"idStr":"3570063321997588","authorIdStr":"3570063321997588"},"content":"Comment on my comment","text":"Comment on my comment","html":"Comment on my comment"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103323367,"gmtCreate":1619749195259,"gmtModify":1704271817183,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/103323367","repostId":"2131534297","repostType":4,"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":103880061,"gmtCreate":1619766508753,"gmtModify":1704272066832,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582093335834399","idStr":"3582093335834399"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/103880061","repostId":"2131534297","repostType":4,"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570063321997588","authorId":"3570063321997588","name":"hitithard","avatar":"https://static.tigerbbs.com/309ce7b357018aa7b946332c2fe8725c","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3570063321997588","idStr":"3570063321997588"},"content":"Comment on my comment","text":"Comment on my comment","html":"Comment on my comment"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190599012,"gmtCreate":1620630382336,"gmtModify":1704345822673,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582093335834399","idStr":"3582093335834399"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190599012","repostId":"2134686276","repostType":4,"repost":{"id":"2134686276","kind":"news","pubTimestamp":1620604523,"share":"https://ttm.financial/m/news/2134686276?lang=&edition=fundamental","pubTime":"2021-05-10 07:55","market":"us","language":"en","title":"Coinbase, Disney, EA, DoorDash, Simon Property, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2134686276","media":"FX Empire","summary":"Marriott International, an American multinational diversified hospitality company, is expected to report its first-quarter earnings of $0.03 per share, which represents a year-over-year decline of over 88% from $0.26 per share seen in the same quarter a year ago.The U.S. hotel operator’s revenue would slump about 50% to $2.36 billion. However, in the last quarter, the company has delivered an earnings surprise of over 20%.“Largest hotel brand company globally creates economies of scale, but the ","content":"<ul><li>Monday (May 10)</li><li>Tuesday (May 11)</li><li>Wednesday (May 12)</li><li>Thursday (May 13)</li><li>Friday (May 14)</li></ul><p>Earnings Calendar For The Week Of May 10</p><p><img src=\"https://static.tigerbbs.com/6ee15b26d510129ee55daa8fed460634\" tg-width=\"1430\" tg-height=\"662\"></p><h2>Monday (May 10)</h2><p><b>IN THE SPOTLIGHT: MARRIOTT</b></p><p>Marriott International, an American multinational diversified hospitality company, is expected to report its first-quarter earnings of $0.03 per share, which represents a year-over-year decline of over 88% from $0.26 per share seen in the same quarter a year ago.</p><p>The U.S. hotel operator’s revenue would slump about 50% to $2.36 billion. However, in the last quarter, the company has delivered an earnings surprise of over 20%.</p><p>“Largest hotel brand company globally creates economies of scale, but the spread of COVID-19 will pressure unit growth. With the stock trading near its historical average multiple, we see too wide a risk-reward to justify recommending, with upside/downside driven by how severe and quick business trends return to normal post-COVID-19,” noted Thomas Allen, equity analyst at <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>.</p><h2>Tuesday (May 11)</h2><p><b>IN THE SPOTLIGHT: ELECTRONIC ARTS</b></p><p>Electronic Arts, <a href=\"https://laohu8.com/S/AONE\">one</a> of the world’s largest video game publishers, is expected to report its fiscal fourth-quarter earnings of $1.04 per share, which represents a year-over-year decline of over 3% from $1.08 per share seen in the same quarter a year ago.</p><p>The world’s largest video game publishers would post revenue growth of about 15% to around $1.39 billion. However, in the last four quarters, the company has delivered an earnings surprise of over 500%.</p><p>“For the fourth quarter of fiscal 2021, EA expects GAAP revenues of $1.317 billion, cost of revenues to be $302 million, and operating expenses of $837 million. EA anticipates a loss per share of 7 cents for the fourth quarter. Net bookings are expected to be $1.375 billion, which indicates an increase of $75 million over the prior guidance. For fiscal 2021, EA expects revenues of $5.6 billion, cost of revenues to be $1.477 billion, and earnings per share of $2.54,” noted analysts at ZACKS Research.</p><h2>Wednesday (May 12)</h2><table width=\"434\"><tbody><tr><td width=\"64\"><b>Ticker</b></td><td width=\"257\"><b>Company</b></td><td width=\"113\"><b>EPS Forecast</b></td></tr><tr><td width=\"64\"><u>WEN</u></td><td width=\"257\">Wendy’s</td><td width=\"113\">$0.15</td></tr><tr><td width=\"64\"><u>WIX</u></td><td width=\"257\">WIX</td><td width=\"113\">-$0.68</td></tr><tr><td width=\"64\"><u>DT</u></td><td width=\"257\">Dynatrace Holdings</td><td width=\"113\">$0.14</td></tr><tr><td width=\"64\"><u>WWW</u></td><td width=\"257\">Wolverine World Wide</td><td width=\"113\">$0.40</td></tr><tr><td width=\"64\"><u>LITE</u></td><td width=\"257\">Lumentum Holdings Inc</td><td width=\"113\">$1.42</td></tr><tr><td width=\"64\"><u>DOX</u></td><td width=\"257\">Amdocs</td><td width=\"113\">$1.13</td></tr><tr><td width=\"64\"><u>JACK</u></td><td width=\"257\">Jack In The Box</td><td width=\"113\">$1.29</td></tr><tr><td width=\"64\"><u>GOCO</u></td><td width=\"257\">Gocompare.Com</td><td width=\"113\">$0.00</td></tr><tr><td width=\"64\"><u>SONO</u></td><td width=\"257\"><a href=\"https://laohu8.com/S/SONO\">Sonos Inc</a></td><td width=\"113\">-$0.22</td></tr><tr><td width=\"64\"><u>PAAS</u></td><td width=\"257\">Pan American Silver USA</td><td width=\"113\">$0.30</td></tr><tr><td width=\"64\"><u>MAURY</u></td><td width=\"257\">Marui ADR</td><td width=\"113\">$0.15</td></tr><tr><td width=\"64\"><u>TM</u></td><td width=\"257\">Toyota Motor</td><td width=\"113\">$3.67</td></tr><tr><td width=\"64\"><u>AEG</u></td><td width=\"257\">Aegon</td><td width=\"113\">$0.17</td></tr><tr><td width=\"64\"><u>BRFS</u></td><td width=\"257\">BRF</td><td width=\"113\">$0.02</td></tr><tr><td width=\"64\"><u>EBR</u></td><td width=\"257\">Centrais Eletricas Brasileiras</td><td width=\"113\">$0.27</td></tr><tr><td width=\"64\"><u>BAYRY</u></td><td width=\"257\">Bayer AG PK</td><td width=\"113\">$0.73</td></tr><tr><td width=\"64\"><u>TCEHY</u></td><td width=\"257\">Tencent</td><td width=\"113\">$0.53</td></tr><tr><td width=\"64\"><u>DM</u></td><td width=\"257\">Dominion Midstream Partners</td><td width=\"113\">-$0.13</td></tr><tr><td width=\"64\"><u>FLO</u></td><td width=\"257\">Flowers Foods</td><td width=\"113\">$0.37</td></tr></tbody></table><h2>Thursday (May 13)</h2><p><b>IN THE SPOTLIGHT: ALIBABA, WALT DISNEY</b></p><p><b>ALIBABA</b>: China’s Alibaba Group Holding, the largest online and mobile e-commerce company in the world, is expected to report its fiscal fourth-quarter earnings of $1.82 per share, up over 40% from the same quarter a year ago. China’s biggest online commerce company’s revenue to surge more than 70% to $27.7 billion.</p><p>“Heightened investments in Taobao Deal and Grocery for user acquisition in less-affluent regions in China, should support long-term growth in core e-commerce business. Merchants’ marketing budgets will continue to shift online given rising reliance on e-commerce and better conversion. Alibaba’s ad resources remain under-monetized,” noted Gary Yu, equity analyst at Morgan Stanley.</p><p>“Digitalization trend in China will also sustain AliCloud’s growth potential. Gradual margin expansion will be a long-term profit driver. We see limited near-term catalysts but F22e P/E valuation remains attractive. We also see further downside support from additional disclosure to separate losses from new investments from profitable core e-commerce businesses.”</p><p><b>WALT DISNEY: </b>The world’s leading producers and providers of entertainment and information is expected to report its fiscal second-quarter earnings of $0.27 per share, which represents a year-over-year decline of over 50%. The Chicago, Illinois-based family entertainment company’s revenue would slump over 10% to $ 16.1 billion.</p><p>“Disney is building content assets that enable it to take advantage of the significant direct-to-consumer streaming opportunity ahead. Disney’s underlying IP remains best-in-class, supporting long-term content monetization opportunities,” noted Benjamin Swinburne, equity analyst at Morgan Stanley.</p><p>“During this period of FCF pressure from Parks closures, ESPN’s FCF generation is key to driving down leverage. Historical cycles suggest a potential return to above prior peak US Parks revenues in FY23.”</p><p>TAKE A LOOK AT OUR EARNINGS CALENDAR FOR THE FULL RELEASES FOR THE MAY 13</p><table width=\"472\"><tbody><tr><td width=\"64\"><b>Ticker</b></td><td width=\"285\"><b>Company</b></td><td width=\"123\"><b>EPS Forecast</b></td></tr><tr><td width=\"64\"><u>CELH</u></td><td width=\"285\">Celsius</td><td width=\"123\">$0.00</td></tr><tr><td width=\"64\"><u>HAE</u></td><td width=\"285\">Haemonetics</td><td width=\"123\">$0.69</td></tr><tr><td width=\"64\"><u>BABA</u></td><td width=\"285\">Alibaba</td><td width=\"123\">$11.80</td></tr><tr><td width=\"64\"><u>BAM</u></td><td width=\"285\">Brookfield Asset Management USA</td><td width=\"123\">$0.87</td></tr><tr><td width=\"64\"><u>TAC</u></td><td width=\"285\">TransAlta USA</td><td width=\"123\">$0.06</td></tr><tr><td width=\"64\"><u>UTZ</u></td><td width=\"285\">Utz Brands</td><td width=\"123\">$0.15</td></tr><tr><td width=\"64\"><u>VERX</u></td><td width=\"285\">Vertex Inc. Cl A</td><td width=\"123\">$0.05</td></tr><tr><td width=\"64\"><u>FTCH</u></td><td width=\"285\">Farfetch</td><td width=\"123\">-$0.28</td></tr><tr><td width=\"64\"><u>DIS</u></td><td width=\"285\">Walt Disney</td><td width=\"123\">$0.27</td></tr><tr><td width=\"64\"><u>AMAT</u></td><td width=\"285\">Applied Materials</td><td width=\"123\">$1.50</td></tr><tr><td width=\"64\"><u>DDS</u></td><td width=\"285\">Dillards</td><td width=\"123\">$1.20</td></tr><tr><td width=\"64\"><u>VNET</u></td><td width=\"285\">21Vianet</td><td width=\"123\">-$0.02</td></tr><tr><td width=\"64\"><u>TEF</u></td><td width=\"285\">Telefonica</td><td width=\"123\">$0.16</td></tr><tr><td width=\"64\"><u>PBR</u></td><td width=\"285\">Petroleo Brasileiro Petrobras</td><td width=\"123\">$0.12</td></tr><tr><td width=\"64\"><u>NICE</u></td><td width=\"285\">Nice Systems</td><td width=\"123\">$1.50</td></tr><tr><td width=\"64\"><u>TYOYY</u></td><td width=\"285\">Taiyo Yuden ADR</td><td width=\"123\">$2.09</td></tr><tr><td width=\"64\"><u>IX</u></td><td width=\"285\">Orix</td><td width=\"123\">$1.97</td></tr><tr><td width=\"64\"><u>SGAMY</u></td><td width=\"285\">Sega Sammy ADR</td><td width=\"123\">-$0.02</td></tr><tr><td width=\"64\"><u>SOMLY</u></td><td width=\"285\">Secom ADR</td><td width=\"123\">$0.27</td></tr><tr><td width=\"64\"><u>OJIPY</u></td><td width=\"285\">Oji ADR</td><td width=\"123\">$1.57</td></tr><tr><td width=\"64\"><u>SBS</u></td><td width=\"285\">Companhia De Saneamento Basico</td><td width=\"123\">$0.15</td></tr></tbody></table><h2>Friday (May 14)</h2><table width=\"425\"><tbody><tr><td width=\"64\"><b>Ticker</b></td><td width=\"257\"><b>Company</b></td><td width=\"104\"><b>EPS Forecast</b></td></tr><tr><td width=\"64\"><u>MFG</u></td><td width=\"257\">Mizuho Financial</td><td width=\"104\">$0.06</td></tr><tr><td width=\"64\"><u>CIG</u></td><td width=\"257\">Companhia Energetica Minas Gerais</td><td width=\"104\">$0.08</td></tr><tr><td width=\"64\"><u>HMC</u></td><td width=\"257\">Honda Motor</td><td width=\"104\">$0.41</td></tr><tr><td width=\"64\"><u>SMFG</u></td><td width=\"257\">Sumitomo Mitsui Financial</td><td width=\"104\">$0.12</td></tr><tr><td width=\"64\"><u>RDY</u></td><td width=\"257\">Drreddys Laboratories</td><td width=\"104\">$0.52</td></tr></tbody></table>","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>Coinbase, Disney, EA, DoorDash, Simon Property, and Other Stocks for Investors to Watch 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; 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\">\nCoinbase, Disney, EA, DoorDash, Simon Property, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-10 07:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/earnings-watch-next-week-marriott-071123228.html><strong>FX Empire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Monday (May 10)Tuesday (May 11)Wednesday (May 12)Thursday (May 13)Friday (May 14)Earnings Calendar For The Week Of May 10Monday (May 10)IN THE SPOTLIGHT: MARRIOTTMarriott International, an American ...</p>\n\n<a href=\"https://finance.yahoo.com/news/earnings-watch-next-week-marriott-071123228.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MAR":"万豪酒店","DIS":"迪士尼","BABA":"阿里巴巴","EA":"艺电","09988":"阿里巴巴-W"},"source_url":"https://finance.yahoo.com/news/earnings-watch-next-week-marriott-071123228.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2134686276","content_text":"Monday (May 10)Tuesday (May 11)Wednesday (May 12)Thursday (May 13)Friday (May 14)Earnings Calendar For The Week Of May 10Monday (May 10)IN THE SPOTLIGHT: MARRIOTTMarriott International, an American multinational diversified hospitality company, is expected to report its first-quarter earnings of $0.03 per share, which represents a year-over-year decline of over 88% from $0.26 per share seen in the same quarter a year ago.The U.S. hotel operator’s revenue would slump about 50% to $2.36 billion. However, in the last quarter, the company has delivered an earnings surprise of over 20%.“Largest hotel brand company globally creates economies of scale, but the spread of COVID-19 will pressure unit growth. With the stock trading near its historical average multiple, we see too wide a risk-reward to justify recommending, with upside/downside driven by how severe and quick business trends return to normal post-COVID-19,” noted Thomas Allen, equity analyst at Morgan Stanley.Tuesday (May 11)IN THE SPOTLIGHT: ELECTRONIC ARTSElectronic Arts, one of the world’s largest video game publishers, is expected to report its fiscal fourth-quarter earnings of $1.04 per share, which represents a year-over-year decline of over 3% from $1.08 per share seen in the same quarter a year ago.The world’s largest video game publishers would post revenue growth of about 15% to around $1.39 billion. However, in the last four quarters, the company has delivered an earnings surprise of over 500%.“For the fourth quarter of fiscal 2021, EA expects GAAP revenues of $1.317 billion, cost of revenues to be $302 million, and operating expenses of $837 million. EA anticipates a loss per share of 7 cents for the fourth quarter. Net bookings are expected to be $1.375 billion, which indicates an increase of $75 million over the prior guidance. For fiscal 2021, EA expects revenues of $5.6 billion, cost of revenues to be $1.477 billion, and earnings per share of $2.54,” noted analysts at ZACKS Research.Wednesday (May 12)TickerCompanyEPS ForecastWENWendy’s$0.15WIXWIX-$0.68DTDynatrace Holdings$0.14WWWWolverine World Wide$0.40LITELumentum Holdings Inc$1.42DOXAmdocs$1.13JACKJack In The Box$1.29GOCOGocompare.Com$0.00SONOSonos Inc-$0.22PAASPan American Silver USA$0.30MAURYMarui ADR$0.15TMToyota Motor$3.67AEGAegon$0.17BRFSBRF$0.02EBRCentrais Eletricas Brasileiras$0.27BAYRYBayer AG PK$0.73TCEHYTencent$0.53DMDominion Midstream Partners-$0.13FLOFlowers Foods$0.37Thursday (May 13)IN THE SPOTLIGHT: ALIBABA, WALT DISNEYALIBABA: China’s Alibaba Group Holding, the largest online and mobile e-commerce company in the world, is expected to report its fiscal fourth-quarter earnings of $1.82 per share, up over 40% from the same quarter a year ago. China’s biggest online commerce company’s revenue to surge more than 70% to $27.7 billion.“Heightened investments in Taobao Deal and Grocery for user acquisition in less-affluent regions in China, should support long-term growth in core e-commerce business. Merchants’ marketing budgets will continue to shift online given rising reliance on e-commerce and better conversion. Alibaba’s ad resources remain under-monetized,” noted Gary Yu, equity analyst at Morgan Stanley.“Digitalization trend in China will also sustain AliCloud’s growth potential. Gradual margin expansion will be a long-term profit driver. We see limited near-term catalysts but F22e P/E valuation remains attractive. We also see further downside support from additional disclosure to separate losses from new investments from profitable core e-commerce businesses.”WALT DISNEY: The world’s leading producers and providers of entertainment and information is expected to report its fiscal second-quarter earnings of $0.27 per share, which represents a year-over-year decline of over 50%. The Chicago, Illinois-based family entertainment company’s revenue would slump over 10% to $ 16.1 billion.“Disney is building content assets that enable it to take advantage of the significant direct-to-consumer streaming opportunity ahead. Disney’s underlying IP remains best-in-class, supporting long-term content monetization opportunities,” noted Benjamin Swinburne, equity analyst at Morgan Stanley.“During this period of FCF pressure from Parks closures, ESPN’s FCF generation is key to driving down leverage. Historical cycles suggest a potential return to above prior peak US Parks revenues in FY23.”TAKE A LOOK AT OUR EARNINGS CALENDAR FOR THE FULL RELEASES FOR THE MAY 13TickerCompanyEPS ForecastCELHCelsius$0.00HAEHaemonetics$0.69BABAAlibaba$11.80BAMBrookfield Asset Management USA$0.87TACTransAlta USA$0.06UTZUtz Brands$0.15VERXVertex Inc. Cl A$0.05FTCHFarfetch-$0.28DISWalt Disney$0.27AMATApplied Materials$1.50DDSDillards$1.20VNET21Vianet-$0.02TEFTelefonica$0.16PBRPetroleo Brasileiro Petrobras$0.12NICENice Systems$1.50TYOYYTaiyo Yuden ADR$2.09IXOrix$1.97SGAMYSega Sammy ADR-$0.02SOMLYSecom ADR$0.27OJIPYOji ADR$1.57SBSCompanhia De Saneamento Basico$0.15Friday (May 14)TickerCompanyEPS ForecastMFGMizuho Financial$0.06CIGCompanhia Energetica Minas Gerais$0.08HMCHonda Motor$0.41SMFGSumitomo Mitsui Financial$0.12RDYDrreddys Laboratories$0.52","news_type":1},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120380861,"gmtCreate":1624298937253,"gmtModify":1703832896197,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582093335834399","idStr":"3582093335834399"},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120380861","repostId":"1171966944","repostType":4,"repost":{"id":"1171966944","kind":"news","pubTimestamp":1624254615,"share":"https://ttm.financial/m/news/1171966944?lang=&edition=fundamental","pubTime":"2021-06-21 13:50","market":"us","language":"zh","title":"错过SaaS，就是错过这个时代","url":"https://stock-news.laohu8.com/highlight/detail?id=1171966944","media":"ToB老人家","summary":"01 人生最重要的决定\n6年前，我作出了人生最重要的一个决定：转行！\n那时我还在如日中天的Oracle公司，虽然传统软件仍然是各大企业的首选，但在资本的助推下，中国SaaS开始崭露头角。\n\n2013到","content":"<p><b>01 人生最重要的决定</b></p>\n<p>6年前，我作出了人生最重要的一个决定：转行！</p>\n<p>那时我还在如日中天的Oracle公司，虽然传统软件仍然是各大企业的首选，但在资本的助推下，中国SaaS开始崭露头角。</p>\n<p><img src=\"https://static.tigerbbs.com/a5c23147277c69f98011dc3b27b8969c\" tg-width=\"208\" tg-height=\"152\" referrerpolicy=\"no-referrer\"></p>\n<p>2013到2015年中国SaaS融资趋势</p>\n<p>当时，作为典型的欧美企业，全球第二大软件公司（第一是<a href=\"https://laohu8.com/S/MSFT\">微软</a>），Oracle的福利非常优渥：有竞争力的薪酬，没有996，外加超长年假和各种培训机会。但是我毅然放弃这一切，选择加入一家SaaS<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>，就在于我已经强烈感受到，传统软件正在走向衰败，未来一定属于SaaS。</p>\n<p>更关键的是，我意识到，对于我们这些平凡的IT人来说，SaaS将是这个时代最好的机遇。我甚至认为，错过SaaS，就是错过这个时代。</p>\n<p><b>02 时代的趋势</b></p>\n<p>2017年，美团CEO王兴在一场名为“互联网下半场“的演讲中表示：互联网创业的一个重要方向就是深度扎到细分行业里去。要了解行业的方方面面，去改造行业、创造新的价值。王兴说：“以美团点评为例，之前更多都是做团购、外卖，服务于C端。但是现在开始更多介入B端业务，比如餐厅管理等。”</p>\n<p>在中国，移动互联网已经深刻改变了每个人的生活。据中国互联网络信息中心统计，截至2020年12月，中国手机网民已达9.86亿。而据前瞻产业研究院统计，截止2020年12月，中国手机网民网民平均上网时长已达到5.72小时/天。</p>\n<p>当大部分中国人已经成为<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手机重度用户，意味着企业也必须顺应时代潮流，将产品和管理都迁移到移动互联网上。</p>\n<p>但是，对于软件产业来说，移动互联网不仅仅是APP那么简单。更深层次的理念在于：以用户为中心，重视移动端体验；持续迭代，快速调整。而相对于传统软件，中国SaaS无疑更符合移动互联网的理念。企业逐步用SaaS软件替换原有传统软件，是大势所趋。</p>\n<p><b>03 掌控自己的工作</b></p>\n<p>相信很多做内部系统的产品经理，都有过深深的无力感：产品部门是辅助部门，永远都围绕着业务部门转。如果业务部门能力强还好，无非是辛苦一点，还能够享受公司成长的红利；如果碰到业务部门能力欠缺，或者公司业务打不开局面，单靠产品部门就很难有突破。甚至产品经理还可能成为替罪羊：业务没有进展，产品经理还留着干嘛？</p>\n<p>作为SaaS产品经理，就很少有这种烦恼。</p>\n<p>首先，软件产品就是SaaS公司的盈利主体，这就意味着，相对于其他部门，产品部才是最核心的业务部门。产品经理不需要看其他业务部门的脸色。</p>\n<p>其次，大多数成功的SaaS公司，都是通过一套标准化产品满足海量客户的需求。不会因为某一个客户的要求，而影响产品的整体规划和设计。为了降低产品经理受到的干扰，让他们集中精力构建最优秀的产品，在SaaS公司，产品经理往往具有高度自主权。这种自主权包括：需求真伪判定、优先级判定等等。</p>\n<p>一位SaaS创始人对我说：“在我们公司，客户和销售说了都不算，产品迭代以产品部为主，否则产品就会变得很臃肿”。实际上，在SaaS公司，这种规则非常普遍。</p>\n<p>因此，作为SaaS产品经理，比内部产品经理更能掌控自己的工作。</p>\n<p><b>04 平凡人的机遇</b></p>\n<p>在传统软件时代，Oracle、SAP都是多个行业通吃，比如华为、联想、大众汽车、<a href=\"https://laohu8.com/S/601988\">中国银行</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>都是他们的客户。这得益于，他们可以根据每个客户的需求进行大规模二次开发，因此对产品标准化能力要求相对较低。</p>\n<p>但在SaaS时代，对产品标准化能力要求更高，还必须同时兼顾良好的用户体验。为了实现这一点，大部分SaaS产品不得不聚焦于少数行业或领域。比如，即便是市值已经超越Oracle的<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>（截止2021/6/19数据），其SaaS产品仍然聚焦于CRM领域。而<a href=\"https://laohu8.com/S/WDAY\">Workday</a>、Slack、Shopify则分别在HR、办公协同和电商领域成为千亿甚至万亿元市值的SaaS企业。</p>\n<p>同样，中国SaaS也多为垂直化产品。比如，CRM领域的销售易，HR领域的北森，电商领域的有赞等等。这就意味着，各行各业的客户需要更多的SaaS产品。</p>\n<p>不同于BAT等企业看重名校背景，SaaS公司更看重对B端业务的理解。因此，对于中小厂出身的产品经理或者其他岗位来说，转型SaaS才是更靠谱的机会。</p>\n<p>另外，相对于国外，中国SaaS起步较晚，还有很大的发展空间。截止到2021年6月19日，国外已经有<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>、Salesfore、Shopify等市值超10,000亿元的SaaS企业。而在中国，率先上市的SaaS企业有赞和微盟，同期市值均不到400亿元，和国外SaaS巨头存在数量级的差异。</p>\n<p>但是，对于我们来说，越早进入一个朝阳行业，越早能够享受到行业发展的红利。</p>\n<p><b>05 改变世界</b></p>\n<p>为什么我离开世界知名的Oracle公司，跳槽到名不经传的创业公司？因为梦想的召唤。</p>\n<p>人生就像一条河流，重要的不是出身高贵，而是连绵不绝、福泽众生。伟大的人生，就如同亚马孙河，蜿蜒6400公里，哺育了南美大陆40%的面积。</p>\n<p>SaaS经营的核心，是通过标准化产品，服务海量企业。这就意味着，我们设计的产品，可以传播到千千万万企业，给他们带来更轻松的工作方式和更高的利润。想象一下，你设计并上线了一个小功能，第二天就能被上千家企业使用，这是多么有成就感的事情。而且，即便离开了公司，我们曾负责的产品，仍然会源源不断造福社会，成为我们人生的名片。</p>\n<p>比如，我曾经负责过一款面向中小企业的订单管理SaaS产品，将它从乏人问津迭代到订单数量几倍的增长；我还曾经负责过一款面向大型企业的渠道管理SaaS产品，不但实现了0到1，还亲自参与拿下标杆客户。这两款产品目前发展都很不错，虽然我不再负责，但是它们身上已经留下我不可磨灭的烙印。</p>\n<p>因此，选择做SaaS产品经理，就像选择做一条静水长流的小河：它不太可能波澜壮阔，但它很可能蜿蜒绵长，生生不息。</p>\n<p><b>06 最接近CEO的人</b></p>\n<p>作为SaaS公司最核心的岗位，SaaS产品经理需要具备全方位的能力，以及追求极致的工作态度。</p>\n<p>除了一般B端产品经理需要具备的业务梳理、产品设计等能力，SaaS产品经理还必须具备较强的商业意识和Owner意识。</p>\n<p>客户为SaaS产品的使用权付费。因此，产品的定位、与客户业务的匹配度会在很大程度上决定一个产品的命运，进而影响到公司的收入和前景。如果产品经理缺乏商业意识，以及追求极致的工作态度，只能被动按照领导或者客户的要求设计产品，这样的产品经理就很难独当一面。</p>\n<p>为了降低企业培训成本，降低人才门槛，SaaS产品非常追求高可用，即不需要培训就能够上手操作。同时，操作效率也非常重要，因为有时候哪怕只是多点击一下，也会对业务人员造成很重的操作负担。这就倒逼SaaS产品经理设计好每一个产品细节。</p>\n<p>成为SaaS产品经理，就意味着需要不断提升商业意识、打磨极致化的工作态度。因此，我认为，优秀的SaaS产品经理，是最接近SaaS公司CEO的人。</p>\n<p><b>07 不要错过SaaS</b></p>\n<p>中国SaaS才刚起步。作为传统软件的颠覆者，SaaS还有很长的路要走。比如：</p>\n<ul>\n <li><p>追求标准化的SaaS，如何满足大企业的个性化需求？</p></li>\n <li><p>各自为政的垂直型SaaS，如何满足大企业一站式解决方案的需求？</p></li>\n <li><p>面对缺乏人才和管理能力的小微企业，如何通过SaaS真正为他们赋能？</p></li>\n <li><p>数字化浪潮下，如何满足企业转型咨询的需求？</p></li>\n <li><p>智能时代，SaaS如何与AI融合？</p></li>\n <li><p>全球化背景下，中国SaaS如何走向世界？</p></li>\n</ul>\n<p>在新事物面前，普通人看到的是困难，而高手看到的则是机会。</p>\n<p>中国SaaS并不完美，应该说，问题还不少。但是，对于一个代表趋势的事物，问题越多，机会越大；越不完美，越有可期。</p>\n<p>这是最坏的SaaS，也是最好的SaaS。不要错过SaaS，就像不要错过这个时代。</p>","source":"lsy1624254627080","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>错过SaaS，就是错过这个时代</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错过SaaS，就是错过这个时代\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 13:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/uUEIASQB9iioeX9lyS1t8w><strong>ToB老人家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>01 人生最重要的决定\n6年前，我作出了人生最重要的一个决定：转行！\n那时我还在如日中天的Oracle公司，虽然传统软件仍然是各大企业的首选，但在资本的助推下，中国SaaS开始崭露头角。\n\n2013到2015年中国SaaS融资趋势\n当时，作为典型的欧美企业，全球第二大软件公司（第一是微软），Oracle的福利非常优渥：有竞争力的薪酬，没有996，外加超长年假和各种培训机会。但是我毅然放弃这一切，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/uUEIASQB9iioeX9lyS1t8w\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a9699fd03ca97c5defc830f7c544662","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/uUEIASQB9iioeX9lyS1t8w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171966944","content_text":"01 人生最重要的决定\n6年前，我作出了人生最重要的一个决定：转行！\n那时我还在如日中天的Oracle公司，虽然传统软件仍然是各大企业的首选，但在资本的助推下，中国SaaS开始崭露头角。\n\n2013到2015年中国SaaS融资趋势\n当时，作为典型的欧美企业，全球第二大软件公司（第一是微软），Oracle的福利非常优渥：有竞争力的薪酬，没有996，外加超长年假和各种培训机会。但是我毅然放弃这一切，选择加入一家SaaS创业公司，就在于我已经强烈感受到，传统软件正在走向衰败，未来一定属于SaaS。\n更关键的是，我意识到，对于我们这些平凡的IT人来说，SaaS将是这个时代最好的机遇。我甚至认为，错过SaaS，就是错过这个时代。\n02 时代的趋势\n2017年，美团CEO王兴在一场名为“互联网下半场“的演讲中表示：互联网创业的一个重要方向就是深度扎到细分行业里去。要了解行业的方方面面，去改造行业、创造新的价值。王兴说：“以美团点评为例，之前更多都是做团购、外卖，服务于C端。但是现在开始更多介入B端业务，比如餐厅管理等。”\n在中国，移动互联网已经深刻改变了每个人的生活。据中国互联网络信息中心统计，截至2020年12月，中国手机网民已达9.86亿。而据前瞻产业研究院统计，截止2020年12月，中国手机网民网民平均上网时长已达到5.72小时/天。\n当大部分中国人已经成为智能手机重度用户，意味着企业也必须顺应时代潮流，将产品和管理都迁移到移动互联网上。\n但是，对于软件产业来说，移动互联网不仅仅是APP那么简单。更深层次的理念在于：以用户为中心，重视移动端体验；持续迭代，快速调整。而相对于传统软件，中国SaaS无疑更符合移动互联网的理念。企业逐步用SaaS软件替换原有传统软件，是大势所趋。\n03 掌控自己的工作\n相信很多做内部系统的产品经理，都有过深深的无力感：产品部门是辅助部门，永远都围绕着业务部门转。如果业务部门能力强还好，无非是辛苦一点，还能够享受公司成长的红利；如果碰到业务部门能力欠缺，或者公司业务打不开局面，单靠产品部门就很难有突破。甚至产品经理还可能成为替罪羊：业务没有进展，产品经理还留着干嘛？\n作为SaaS产品经理，就很少有这种烦恼。\n首先，软件产品就是SaaS公司的盈利主体，这就意味着，相对于其他部门，产品部才是最核心的业务部门。产品经理不需要看其他业务部门的脸色。\n其次，大多数成功的SaaS公司，都是通过一套标准化产品满足海量客户的需求。不会因为某一个客户的要求，而影响产品的整体规划和设计。为了降低产品经理受到的干扰，让他们集中精力构建最优秀的产品，在SaaS公司，产品经理往往具有高度自主权。这种自主权包括：需求真伪判定、优先级判定等等。\n一位SaaS创始人对我说：“在我们公司，客户和销售说了都不算，产品迭代以产品部为主，否则产品就会变得很臃肿”。实际上，在SaaS公司，这种规则非常普遍。\n因此，作为SaaS产品经理，比内部产品经理更能掌控自己的工作。\n04 平凡人的机遇\n在传统软件时代，Oracle、SAP都是多个行业通吃，比如华为、联想、大众汽车、中国银行、阿里巴巴都是他们的客户。这得益于，他们可以根据每个客户的需求进行大规模二次开发，因此对产品标准化能力要求相对较低。\n但在SaaS时代，对产品标准化能力要求更高，还必须同时兼顾良好的用户体验。为了实现这一点，大部分SaaS产品不得不聚焦于少数行业或领域。比如，即便是市值已经超越Oracle的Salesforce（截止2021/6/19数据），其SaaS产品仍然聚焦于CRM领域。而Workday、Slack、Shopify则分别在HR、办公协同和电商领域成为千亿甚至万亿元市值的SaaS企业。\n同样，中国SaaS也多为垂直化产品。比如，CRM领域的销售易，HR领域的北森，电商领域的有赞等等。这就意味着，各行各业的客户需要更多的SaaS产品。\n不同于BAT等企业看重名校背景，SaaS公司更看重对B端业务的理解。因此，对于中小厂出身的产品经理或者其他岗位来说，转型SaaS才是更靠谱的机会。\n另外，相对于国外，中国SaaS起步较晚，还有很大的发展空间。截止到2021年6月19日，国外已经有Adobe、Salesfore、Shopify等市值超10,000亿元的SaaS企业。而在中国，率先上市的SaaS企业有赞和微盟，同期市值均不到400亿元，和国外SaaS巨头存在数量级的差异。\n但是，对于我们来说，越早进入一个朝阳行业，越早能够享受到行业发展的红利。\n05 改变世界\n为什么我离开世界知名的Oracle公司，跳槽到名不经传的创业公司？因为梦想的召唤。\n人生就像一条河流，重要的不是出身高贵，而是连绵不绝、福泽众生。伟大的人生，就如同亚马孙河，蜿蜒6400公里，哺育了南美大陆40%的面积。\nSaaS经营的核心，是通过标准化产品，服务海量企业。这就意味着，我们设计的产品，可以传播到千千万万企业，给他们带来更轻松的工作方式和更高的利润。想象一下，你设计并上线了一个小功能，第二天就能被上千家企业使用，这是多么有成就感的事情。而且，即便离开了公司，我们曾负责的产品，仍然会源源不断造福社会，成为我们人生的名片。\n比如，我曾经负责过一款面向中小企业的订单管理SaaS产品，将它从乏人问津迭代到订单数量几倍的增长；我还曾经负责过一款面向大型企业的渠道管理SaaS产品，不但实现了0到1，还亲自参与拿下标杆客户。这两款产品目前发展都很不错，虽然我不再负责，但是它们身上已经留下我不可磨灭的烙印。\n因此，选择做SaaS产品经理，就像选择做一条静水长流的小河：它不太可能波澜壮阔，但它很可能蜿蜒绵长，生生不息。\n06 最接近CEO的人\n作为SaaS公司最核心的岗位，SaaS产品经理需要具备全方位的能力，以及追求极致的工作态度。\n除了一般B端产品经理需要具备的业务梳理、产品设计等能力，SaaS产品经理还必须具备较强的商业意识和Owner意识。\n客户为SaaS产品的使用权付费。因此，产品的定位、与客户业务的匹配度会在很大程度上决定一个产品的命运，进而影响到公司的收入和前景。如果产品经理缺乏商业意识，以及追求极致的工作态度，只能被动按照领导或者客户的要求设计产品，这样的产品经理就很难独当一面。\n为了降低企业培训成本，降低人才门槛，SaaS产品非常追求高可用，即不需要培训就能够上手操作。同时，操作效率也非常重要，因为有时候哪怕只是多点击一下，也会对业务人员造成很重的操作负担。这就倒逼SaaS产品经理设计好每一个产品细节。\n成为SaaS产品经理，就意味着需要不断提升商业意识、打磨极致化的工作态度。因此，我认为，优秀的SaaS产品经理，是最接近SaaS公司CEO的人。\n07 不要错过SaaS\n中国SaaS才刚起步。作为传统软件的颠覆者，SaaS还有很长的路要走。比如：\n\n追求标准化的SaaS，如何满足大企业的个性化需求？\n各自为政的垂直型SaaS，如何满足大企业一站式解决方案的需求？\n面对缺乏人才和管理能力的小微企业，如何通过SaaS真正为他们赋能？\n数字化浪潮下，如何满足企业转型咨询的需求？\n智能时代，SaaS如何与AI融合？\n全球化背景下，中国SaaS如何走向世界？\n\n在新事物面前，普通人看到的是困难，而高手看到的则是机会。\n中国SaaS并不完美，应该说，问题还不少。但是，对于一个代表趋势的事物，问题越多，机会越大；越不完美，越有可期。\n这是最坏的SaaS，也是最好的SaaS。不要错过SaaS，就像不要错过这个时代。","news_type":1},"isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191089143,"gmtCreate":1620827723982,"gmtModify":1704349003864,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582093335834399","idStr":"3582093335834399"},"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/191089143","repostId":"2134196326","repostType":2,"repost":{"id":"2134196326","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"T-Reuters","id":"1086160438","head_image":"https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5"},"pubTimestamp":1620825933,"share":"https://ttm.financial/m/news/2134196326?lang=&edition=fundamental","pubTime":"2021-05-12 21:25","market":"hk","language":"en","title":"Beyond Meat Inc Says This June, Beyond Meatballs Will Be Available For First Time At 2,100 Walmart Stores","url":"https://stock-news.laohu8.com/highlight/detail?id=2134196326","media":"T-Reuters","summary":"Beyond Meat Inc :Beyond Meat Inc - This June, Beyond Meatballs Will Be Available For First Time At 2","content":"<html><body><p>Beyond Meat Inc <bynd.o>:Beyond Meat Inc - This June, Beyond Meatballs Will Be Available For First Time At 2,100 Walmart Stores.</bynd.o></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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For First Time At 2,100 Walmart Stores\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086160438\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">T-Reuters </p>\n<p class=\"h-time\">2021-05-12 21:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Beyond Meat Inc <bynd.o>:Beyond Meat Inc - This June, Beyond Meatballs Will Be Available For First Time At 2,100 Walmart Stores.</bynd.o></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LABP":"Landos Biopharma, Inc.","SANA":"Sana Biotechnology, Inc.","FBNC":"第一万能金控","WMT":"沃尔玛","FFBC":"第一金融银行股份","BYND":"Beyond Meat, Inc.","LHDX":"Lucira Health, Inc.","THFF":"First Financial Corporation Indi","FNLC":"第一万通金控","CGEM":"Cullinan Therapeutics","TIME":"Clockwise Core Equity & Innovation ETF","APR":"Apria, Inc."},"source_url":"https://www.trkd.thomsonreuters.com","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2134196326","content_text":"Beyond Meat Inc :Beyond Meat Inc - This June, Beyond Meatballs Will Be Available For First Time At 2,100 Walmart Stores.","news_type":1},"isVote":1,"tweetType":1,"viewCount":810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193092195,"gmtCreate":1620738926117,"gmtModify":1704347619696,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582093335834399","idStr":"3582093335834399"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193092195","repostId":"1136406157","repostType":4,"repost":{"id":"1136406157","kind":"news","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":1620731152,"share":"https://ttm.financial/m/news/1136406157?lang=&edition=fundamental","pubTime":"2021-05-11 19:05","market":"us","language":"en","title":"Palantir stock pulls back despite Q1 revenue beat, upside sales guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=1136406157","media":"Tiger Newspress","summary":"(May 11) Palantir Technologies Inc.  today announced financial results for the first quarter ended M","content":"<p>(May 11)&nbsp;Palantir Technologies Inc.  today announced financial results for the first quarter ended March 31, 2021.</p><ul><li>Palantir Technologies&nbsp;: Q1 Non-GAAP EPS of $0.04 in-line; GAAP EPS of -$0.07beats by $0.01.</li><li>Revenue of $341M (+48.7% Y/Y)beats by $8.69M.</li><li>Q1 adjusted operating margin of 34% vs. a guidance of 23%.</li><li>Cash flow from operations of $117 million, up $404 million year-over-year, and representing a 34% margin</li><li>Adjusted free cash flow of $151 million, up $441 million year-over-year, and representing a 44% margin.</li><li>For Q2 2021, PLTR expects $360 million in revenue (consensus: $342.89M) and Adjusted operating margin of 23%.</li></ul><p>Palantir stock falls nearly&nbsp;5% premarket after Q1 results.</p><p><img src=\"https://static.tigerbbs.com/a8257a631e6376060c40034cf92263fd\" tg-width=\"786\" tg-height=\"494\" referrerpolicy=\"no-referrer\"></p><p><b>Q1 2021 Highlights</b></p><ul><li>Total revenue grew 49% year-over-year to $341 million</li><li>US commercial revenue grew 72% year-over-year</li><li>US government revenue grew 83% year-over-year</li><li>Cash flow from operations of $117 million, up $404 million year-over-year, and representing a 34% margin</li><li>Adjusted free cash flow of $151 million, up $441 million year-over-year, and representing a 44% margin</li><li>GAAP net loss per share, diluted of $(0.07)</li><li>Adjusted earnings per share, diluted of $0.04</li></ul><p><b>Outlook</b></p><p>For Q2 2021, we expect:</p><ul><li>$360 million in revenue, representing year-over-year revenue growth of 43%.</li><li>Adjusted operating margin of 23%.</li></ul><p>For full year 2021, we expect:</p><ul><li>Adjusted free cash flow in excess of $150 million.</li></ul><p>Per long-term guidance policy, as provided by our Chief Executive Officer,Alex Karp, we continue to expect:</p><ul><li>Annual revenue growth of 30% or greater for 2021 through 2025.</li></ul>","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>Palantir stock pulls back despite Q1 revenue beat, upside sales guidance</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\">\nPalantir stock pulls back despite Q1 revenue beat, upside sales guidance\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\">2021-05-11 19:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(May 11)&nbsp;Palantir Technologies Inc.  today announced financial results for the first quarter ended March 31, 2021.</p><ul><li>Palantir Technologies&nbsp;: Q1 Non-GAAP EPS of $0.04 in-line; GAAP EPS of -$0.07beats by $0.01.</li><li>Revenue of $341M (+48.7% Y/Y)beats by $8.69M.</li><li>Q1 adjusted operating margin of 34% vs. a guidance of 23%.</li><li>Cash flow from operations of $117 million, up $404 million year-over-year, and representing a 34% margin</li><li>Adjusted free cash flow of $151 million, up $441 million year-over-year, and representing a 44% margin.</li><li>For Q2 2021, PLTR expects $360 million in revenue (consensus: $342.89M) and Adjusted operating margin of 23%.</li></ul><p>Palantir stock falls nearly&nbsp;5% premarket after Q1 results.</p><p><img src=\"https://static.tigerbbs.com/a8257a631e6376060c40034cf92263fd\" tg-width=\"786\" tg-height=\"494\" referrerpolicy=\"no-referrer\"></p><p><b>Q1 2021 Highlights</b></p><ul><li>Total revenue grew 49% year-over-year to $341 million</li><li>US commercial revenue grew 72% year-over-year</li><li>US government revenue grew 83% year-over-year</li><li>Cash flow from operations of $117 million, up $404 million year-over-year, and representing a 34% margin</li><li>Adjusted free cash flow of $151 million, up $441 million year-over-year, and representing a 44% margin</li><li>GAAP net loss per share, diluted of $(0.07)</li><li>Adjusted earnings per share, diluted of $0.04</li></ul><p><b>Outlook</b></p><p>For Q2 2021, we expect:</p><ul><li>$360 million in revenue, representing year-over-year revenue growth of 43%.</li><li>Adjusted operating margin of 23%.</li></ul><p>For full year 2021, we expect:</p><ul><li>Adjusted free cash flow in excess of $150 million.</li></ul><p>Per long-term guidance policy, as provided by our Chief Executive Officer,Alex Karp, we continue to expect:</p><ul><li>Annual revenue growth of 30% or greater for 2021 through 2025.</li></ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136406157","content_text":"(May 11) Palantir Technologies Inc.  today announced financial results for the first quarter ended March 31, 2021.Palantir Technologies : Q1 Non-GAAP EPS of $0.04 in-line; GAAP EPS of -$0.07beats by $0.01.Revenue of $341M (+48.7% Y/Y)beats by $8.69M.Q1 adjusted operating margin of 34% vs. a guidance of 23%.Cash flow from operations of $117 million, up $404 million year-over-year, and representing a 34% marginAdjusted free cash flow of $151 million, up $441 million year-over-year, and representing a 44% margin.For Q2 2021, PLTR expects $360 million in revenue (consensus: $342.89M) and Adjusted operating margin of 23%.Palantir stock falls nearly 5% premarket after Q1 results.Q1 2021 HighlightsTotal revenue grew 49% year-over-year to $341 millionUS commercial revenue grew 72% year-over-yearUS government revenue grew 83% year-over-yearCash flow from operations of $117 million, up $404 million year-over-year, and representing a 34% marginAdjusted free cash flow of $151 million, up $441 million year-over-year, and representing a 44% marginGAAP net loss per share, diluted of $(0.07)Adjusted earnings per share, diluted of $0.04OutlookFor Q2 2021, we expect:$360 million in revenue, representing year-over-year revenue growth of 43%.Adjusted operating margin of 23%.For full year 2021, we expect:Adjusted free cash flow in excess of $150 million.Per long-term guidance policy, as provided by our Chief Executive Officer,Alex Karp, we continue to expect:Annual revenue growth of 30% or greater for 2021 through 2025.","news_type":1},"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170711925,"gmtCreate":1626450723267,"gmtModify":1703760519460,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582093335834399","idStr":"3582093335834399"},"themes":[],"htmlText":"good&nbsp;","listText":"good&nbsp;","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/170711925","repostId":"1135978719","repostType":4,"repost":{"id":"1135978719","kind":"news","pubTimestamp":1626404715,"share":"https://ttm.financial/m/news/1135978719?lang=&edition=fundamental","pubTime":"2021-07-16 11:05","market":"hk","language":"zh","title":"双马“勾兑”，中国互联网回到春秋还是走向“统一”","url":"https://stock-news.laohu8.com/highlight/detail?id=1135978719","media":"新熵","summary":"阿里巴巴和腾讯两方“握手言和”，双方的流量池将可以相互流转，对二者各有裨益。","content":"<p>如今的国内互联网江湖，与二战后的世界政治局势颇有几分相似。作为中文互联网的两极，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>与<a href=\"https://laohu8.com/S/00700\">腾讯</a>的“握手”，无异于平行宇宙中的美苏结盟，仿佛往看似平静的湖面里投下一块巨石，激起的涟漪足以成为令其他公司倾倒的惊天骇浪。</p>\n<p>7月14日，据外媒报道，阿里巴巴和腾讯正考虑逐步互相开放生态系统。消息人士称，阿里方面的初步举措可能包括将微信支付引入淘系电商平台，而腾讯则或将允许淘系电商的内容在微信内分享，或者允许微信用户通过小程序使用阿里的服务。</p>\n<p>消息一出，不少围观群众、行业人士表示“难以置信”：猛然拆掉阿里巴巴与腾讯之间横亘已久的“墙”，放在过去简直是天方夜谭。但不少人提出需要再次审视目前的大环境，此一时彼一时，反垄断大旗下，谁也不能避免被波及。</p>\n<p>眼下，作为事件中的主角，阿里巴巴、腾讯双方均暂无具体回应，似乎更加从侧面佐证了报道内容的一丝真实性。</p>\n<p>一只南美热带雨林中的蝴蝶，偶尔扇动几下翅膀，可能在两周以后引起美国德克萨斯州的一场龙卷风。</p>\n<p>如若上述消息属实，阿里巴巴与腾讯互相开放生态系统，不管对于自身还是行业都会造成不小且深远的影响。</p>\n<p><b>马云的得与失</b></p>\n<p>任何决策作出的背后，通常有直接和间接两大因素叠加作用，且某种程度上，间接因素起到的功效更加具有决定性。</p>\n<p>拿此次阿里巴巴与腾讯的互相放开生态来说，首当其冲先被公众提及的是反垄断大环境，即可能是直接因素。</p>\n<p>进一步联想，可以发现，阿里巴巴的反垄断风险主要集中在电商和本地生活服务，“二选一”为反垄断法规明确禁止的行为。关于腾讯的反垄断风险，则多集中在游戏直播（<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>与<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>合并）、在线音乐（腾讯收购中国音乐）领域，在腾讯的基本面，社交和游戏领域，现阶段，反垄断监管风险较低。</p>\n<p>这背后的逻辑，观察近期落地的执法行为不难看出，越是对于平台上的C端和B端弱势用户、商家来说，直接损害了其相关体验和利益，越是容易成为被执法的标的，并不是简单地去比较市场份额、用户规模等数据因素。</p>\n<p>从这个角度来看，阿里巴巴与腾讯选择互相开放生态，反垄断其实并没有起到想象中巨大的推力，当然，考虑到阿里巴巴与腾讯之间长久以来的“意识形态冷战”，反垄断监管也发挥了一些“拆除柏林墙”的作用。</p>\n<p>找到大多人眼中的直接因素，那么间接因素是什么？</p>\n<p>据QuestMobile发布的《<a href=\"https://laohu8.com/S/CHL\">中国移动</a>互联网行业2020年度大报告》显示，近年来，移动互联网流量接近饱和，2019年到2020年，移动互联网流量月均同比增速从2.3%下降到1.7%，移动互联网市场进入存量竞争时代。</p>\n<p><img src=\"https://static.tigerbbs.com/f2deed354df4a4cc5921824ad4280ea4\" tg-width=\"550\" tg-height=\"308\" referrerpolicy=\"no-referrer\"></p>\n<p>此趋势下，互联网巨头对用户时长的争夺加剧，分析2019年到2020年移动互联网巨头系APP使用时长占比变化可知，头条系及快手系“短视频+直播”产品形态抢占效果明显，阿里系、腾讯系及<a href=\"https://laohu8.com/S/BIDU\">百度</a>系均有所下滑。</p>\n<p>在此前提下，阿里巴巴和腾讯两方“握手言和”，双方的流量池将可以相互流转，对二者各有裨益。</p>\n<p>当前，从披露的信息来看，最直接受到利好影响的是阿里巴巴。</p>\n<p>今年5月13日，阿里巴巴公布截至今年3月底的2021财年四季度财报。数据显示，阿里巴巴生态体系全球年度活跃消费者（AAC）超10亿，中国零售市场的AAC为8.11亿。对比其他玩家，2021年Q1，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>AAC为8.24亿，<a href=\"https://laohu8.com/S/JD\">京东</a>AAC为5.69亿，阿里巴巴在活跃消费者上已经落后拼多多。</p>\n<p>深挖阿里巴巴财报数据可知，2021财年，活跃消费者数据同比增速正在缓慢回升，代价却是阿里巴巴国内零售业务销售费用暴增。</p>\n<p>如何获取新用户，是阿里巴巴面临的一大难题。目前，阿里巴巴正在尝试在下沉市场下功夫，从财报来看，新增的ACC中有7成来自下沉市场。近些年，下沉市场成了众多电商平台财报中必提的字眼，确实有一定的道理。</p>\n<p>如今，在整个移动互联网用户大盘下，三线及以下城市，以及乡、村、镇地区，借助微信这一国民必备社交工具刚刚触网的用户，是新兴的巨大市场。</p>\n<p>倘若腾讯允许淘系电商的内容在微信内分享，或者允许微信用户通过小程序使用阿里的服务，阿里的外部用户流量一定有所提升。</p>\n<p><img src=\"https://static.tigerbbs.com/06fe2dd8888466c8b8ebe979908bb2e9\" tg-width=\"550\" tg-height=\"315\" referrerpolicy=\"no-referrer\"></p>\n<p>除APP外，微信小程序已经成为众多互联网平台最重要的流量入口。以拼多多为例，2020年12月，其小程序渠道用户量占去重总用户量占比高达49.8%。</p>\n<p>获客渠道互通，对于阿里巴巴电商业务流量获取是利好的，不过也有可能不利于阿里的广告业务收入。</p>\n<p>2021财年，阿里巴巴“用户管理”收入3061亿，占中国零售营收的64.6%，新零售/直营收入1676亿，占中国零售营收的35.4%，其中“用户管理”包括广告收入和佣金收入。广告业务早已成为阿里巴巴营收的核心部分，其业务逻辑在于贩卖中心化平台的流量，为此，淘宝不惜多次与外部平台“翻脸”。</p>\n<p>2008年，淘宝屏蔽了百度搜索引擎爬虫；2013年，淘宝封杀美丽说、<a href=\"https://laohu8.com/S/MOGU\">蘑菇街</a>等第三方导购网站；同年11月22日，淘宝屏蔽了来自微信的访问，对于卖家来说，可选择的推广手段越来越少，最终只剩下购买阿里巴巴“官盐”这一条路。</p>\n<p>此次与微信互通，诸多中小卖家将再次获取站外流量的渠道，阿里巴巴需要考虑如何缩小广告业务受到的影响。</p>\n<p>除此之外，对于支付宝而言，阿里方面如若将微信支付引入淘系电商平台，支付宝的支付体系或将面临进一步削弱，对于延迟IPO的蚂蚁金服，无疑是雪上加霜。相反，微信支付将获得更多助力。</p>\n<p><b>张一鸣面前的两座大山</b></p>\n<p>“南方的电网与北方的电网互通了，是更开放了还是更垄断了？”，一位互联网从业人员在社交平台上如此表示。</p>\n<p>现阶段，如若开放生态只在阿里巴巴和腾讯两大巨头中进行，场上的其他玩家恐将会殃及池鱼。</p>\n<p>拿拼多多和京东来说，两者此前一定程度上是阿里巴巴和腾讯割据态势下的既得利益者。作为微信九宫格中的“常驻嘉宾”，被腾讯投资的拼多多，靠着微信流量强势崛起，且与阿里巴巴的电商业务构成强竞争关系。</p>\n<p>外媒消息曝出后，京东盘中跌2.4%，拼多多一度跌6%。</p>\n<p>除此之外，横亘在两巨头之间的其他玩家该如何自处？例如美团，字节跳动。</p>\n<p>巧合的是，在上述消息传出当天，美团发布公告，宣布腾讯认购协议所载腾讯认购事项的所有先决条件均已达成，认购事项已于7月13日完成，腾讯认购事项完成后，持股比例从17%上升到了17.2%。偶然因素有之，却也颇有些投诚之意。</p>\n<p>而此前在7月2日，阿里巴巴宣布一系列组织升级的决定，将基于地理位置服务的三大业务，高德、本地生活和飞猪，组成生活服务板块，由俞永福代表集团分管，向张勇汇报。</p>\n<p>此次调整，意味着饿了么作为“本地生活服务入口”的战略定位进一步得到加强，而在这一领域，首当其冲的就是其老对手美团。此刻阿里巴巴与腾讯互相开放生态，阿里的本地生活服务能否获得腾讯助力，也需要两方进一步权衡。</p>\n<p>同样受到影响的还有字节跳动，一定程度上，此次调整对于字节跳动最为致命。</p>\n<p>现今，字节跳动正在以短视频为根基不断扩展自己的边域。一份广为流传的内部资料显示，2021年，搜索、电商、中长视频是字节跳动三个S级的产品业务线。</p>\n<p><img src=\"https://static.tigerbbs.com/c6970ee1fb5f6bf3b1314d9e8f1dd9e3\" tg-width=\"550\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p>\n<p>除去搜索，在电商业务上，此前<a href=\"https://laohu8.com/S/DYIN\">抖音</a>电商总裁康泽宇表示，抖音电商要大力发展“兴趣电商”。现阶段，抖音正在积极拉拢商家入驻，并且正式推出扶持计划，与阿里巴巴电商业务形成竞对。</p>\n<p>视频业务上，中视频领域的对手主要是B站，但短视频作为字节跳动的禁脔，则面临着微信视频号的挑战。</p>\n<p>除此之外，前段时间，字节跳动在游戏领域，相继将沐瞳科技、有爱互娱收入麾下，游戏业务作为腾讯的生命线，势必与字节跳动发生冲突。</p>\n<p>同样的事情也正在社交领域上演。早在2019年字节跳动七周年庆典的演讲上，张一鸣提到，“有很多朋友问我，为什么要做社交，公司内部也有反馈，别跟某公司竞争，压力很大的”，但字节跳动依旧在社交领域几度尝试。</p>\n<p>近期，字节跳动先是重启之前已经下架的社交产品飞聊，可见字节跳动对社交依旧不死心。</p>\n<p>此外，昨日，在阿里巴巴与腾讯传出合作当天，字节跳动旗下的抖音推出名为“心动外卖”的外卖业务。作为和王兴一样以无边界扩张理念为打法的张一鸣，字节跳动的诸多动作，都在不断冲击阿里巴巴和腾讯的业务半径。</p>\n<p>现今，一定程度上，作为阿里巴巴和腾讯共同的竞争对手，如若“双马”握手，字节跳动的业务开展势必面临极大困境。</p>\n<p>除却紧跟在阿里、腾讯身后的互联网巨头外，一些依托现有竞争格局下的企业也将受到影响。</p>\n<p>拿电商SAAS领域的微盟和有赞来说，消息传出当晚，<a href=\"https://laohu8.com/S/02013\">微盟集团</a>尾盘持续下挫，现跌超5%，创今年5月以来新低。<a href=\"https://laohu8.com/S/08083\">中国有赞</a>次日股价创60日新低，跌幅-3.01%。</p>\n<p>两者皆属于去中心化电商，即电商SaaS服务，其本质是为中小型商家提供电商IT赋能，让客户自由选择其他更低成本的流量。搭建自己的“小店”，而传统中心化的电商平台类似“集市”，通过汇聚流量和各类商品信息，实现了对流量(大量的注意力)和商品交易(交易的IT基础设施)的垄断，从商户中收取“佣金”。</p>\n<p>某种程度上，微盟和有赞的商业模式就是建立在淘宝和微信互相屏蔽的基础上，如若阿里巴巴和腾讯互相开放生态，不少中小商家或将重回阿里巴巴的怀抱。</p>\n<p>美苏结盟，让一众昔日冲锋在前的小弟们，不得不吞下苦果。</p>\n<p><b>新的时代</b></p>\n<p>阿里巴巴和腾讯互相开放生态，从两者的底层商业逻辑去理解，或许也是一种必然。</p>\n<p>腾讯的根基在于，其社交网络通过个体之间必备的沟通交互，产生巨大流量，而阿里从电商平台起家，连接着商家与消费者两端，需要外部的流量引入才能维持正常运转。</p>\n<p>因此腾讯可以起到流量供给的作用，阿里则充当流量需求者的角色。</p>\n<p>腾讯如果成为阿里巴巴流量的供给方，阿里电商通过微信支付产生的流水，也能让腾讯分一杯羹。从业务角度来看，二者互有裨益。</p>\n<p>除了业务造成的影响，阿里巴巴与腾讯互相开放生态，也或将改变中文互联网的“孤岛”现状。</p>\n<p>2012年12月，彼时作为UC优视董事长兼首席执行官的俞永福，在《移动互联网2012：颠覆与重构》一文中提到，“中国互联网在最近两年，逐渐从春秋走向战国，形成了一个群雄割据的局面”。</p>\n<p>在移动互联网浪潮中，曾经的BAT，如今的TMD等具有国际巨头潜力的互联网企业，已经呈现出了某种垄断的态势，它们都在各自的优势领域不断挖掘业务潜力，拓宽业务边界，不惜封闭与外部的连接。</p>\n<p>而如今，在反垄断和流量红利到顶的大背景下，“战国七雄”是会被联手的“大秦”一统江山，还是重回百家争鸣的春秋时代，等待诸位看客的必将是一场好戏。</p>","source":"lsy1602476715181","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>双马“勾兑”，中国互联网回到春秋还是走向“统一”</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双马“勾兑”，中国互联网回到春秋还是走向“统一”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-16 11:05 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.sina.com.cn/tech/csj/2021-07-16/doc-ikqciyzk5783144.shtml><strong>新熵</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>如今的国内互联网江湖，与二战后的世界政治局势颇有几分相似。作为中文互联网的两极，阿里巴巴与腾讯的“握手”，无异于平行宇宙中的美苏结盟，仿佛往看似平静的湖面里投下一块巨石，激起的涟漪足以成为令其他公司倾倒的惊天骇浪。\n7月14日，据外媒报道，阿里巴巴和腾讯正考虑逐步互相开放生态系统。消息人士称，阿里方面的初步举措可能包括将微信支付引入淘系电商平台，而腾讯则或将允许淘系电商的内容在微信内分享，或者允许...</p>\n\n<a href=\"http://finance.sina.com.cn/tech/csj/2021-07-16/doc-ikqciyzk5783144.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/0f8adefd46e6850fe6672b0cb29c5751","relate_stocks":{"00700":"腾讯控股","BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"http://finance.sina.com.cn/tech/csj/2021-07-16/doc-ikqciyzk5783144.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135978719","content_text":"如今的国内互联网江湖，与二战后的世界政治局势颇有几分相似。作为中文互联网的两极，阿里巴巴与腾讯的“握手”，无异于平行宇宙中的美苏结盟，仿佛往看似平静的湖面里投下一块巨石，激起的涟漪足以成为令其他公司倾倒的惊天骇浪。\n7月14日，据外媒报道，阿里巴巴和腾讯正考虑逐步互相开放生态系统。消息人士称，阿里方面的初步举措可能包括将微信支付引入淘系电商平台，而腾讯则或将允许淘系电商的内容在微信内分享，或者允许微信用户通过小程序使用阿里的服务。\n消息一出，不少围观群众、行业人士表示“难以置信”：猛然拆掉阿里巴巴与腾讯之间横亘已久的“墙”，放在过去简直是天方夜谭。但不少人提出需要再次审视目前的大环境，此一时彼一时，反垄断大旗下，谁也不能避免被波及。\n眼下，作为事件中的主角，阿里巴巴、腾讯双方均暂无具体回应，似乎更加从侧面佐证了报道内容的一丝真实性。\n一只南美热带雨林中的蝴蝶，偶尔扇动几下翅膀，可能在两周以后引起美国德克萨斯州的一场龙卷风。\n如若上述消息属实，阿里巴巴与腾讯互相开放生态系统，不管对于自身还是行业都会造成不小且深远的影响。\n马云的得与失\n任何决策作出的背后，通常有直接和间接两大因素叠加作用，且某种程度上，间接因素起到的功效更加具有决定性。\n拿此次阿里巴巴与腾讯的互相放开生态来说，首当其冲先被公众提及的是反垄断大环境，即可能是直接因素。\n进一步联想，可以发现，阿里巴巴的反垄断风险主要集中在电商和本地生活服务，“二选一”为反垄断法规明确禁止的行为。关于腾讯的反垄断风险，则多集中在游戏直播（虎牙与斗鱼合并）、在线音乐（腾讯收购中国音乐）领域，在腾讯的基本面，社交和游戏领域，现阶段，反垄断监管风险较低。\n这背后的逻辑，观察近期落地的执法行为不难看出，越是对于平台上的C端和B端弱势用户、商家来说，直接损害了其相关体验和利益，越是容易成为被执法的标的，并不是简单地去比较市场份额、用户规模等数据因素。\n从这个角度来看，阿里巴巴与腾讯选择互相开放生态，反垄断其实并没有起到想象中巨大的推力，当然，考虑到阿里巴巴与腾讯之间长久以来的“意识形态冷战”，反垄断监管也发挥了一些“拆除柏林墙”的作用。\n找到大多人眼中的直接因素，那么间接因素是什么？\n据QuestMobile发布的《中国移动互联网行业2020年度大报告》显示，近年来，移动互联网流量接近饱和，2019年到2020年，移动互联网流量月均同比增速从2.3%下降到1.7%，移动互联网市场进入存量竞争时代。\n\n此趋势下，互联网巨头对用户时长的争夺加剧，分析2019年到2020年移动互联网巨头系APP使用时长占比变化可知，头条系及快手系“短视频+直播”产品形态抢占效果明显，阿里系、腾讯系及百度系均有所下滑。\n在此前提下，阿里巴巴和腾讯两方“握手言和”，双方的流量池将可以相互流转，对二者各有裨益。\n当前，从披露的信息来看，最直接受到利好影响的是阿里巴巴。\n今年5月13日，阿里巴巴公布截至今年3月底的2021财年四季度财报。数据显示，阿里巴巴生态体系全球年度活跃消费者（AAC）超10亿，中国零售市场的AAC为8.11亿。对比其他玩家，2021年Q1，拼多多AAC为8.24亿，京东AAC为5.69亿，阿里巴巴在活跃消费者上已经落后拼多多。\n深挖阿里巴巴财报数据可知，2021财年，活跃消费者数据同比增速正在缓慢回升，代价却是阿里巴巴国内零售业务销售费用暴增。\n如何获取新用户，是阿里巴巴面临的一大难题。目前，阿里巴巴正在尝试在下沉市场下功夫，从财报来看，新增的ACC中有7成来自下沉市场。近些年，下沉市场成了众多电商平台财报中必提的字眼，确实有一定的道理。\n如今，在整个移动互联网用户大盘下，三线及以下城市，以及乡、村、镇地区，借助微信这一国民必备社交工具刚刚触网的用户，是新兴的巨大市场。\n倘若腾讯允许淘系电商的内容在微信内分享，或者允许微信用户通过小程序使用阿里的服务，阿里的外部用户流量一定有所提升。\n\n除APP外，微信小程序已经成为众多互联网平台最重要的流量入口。以拼多多为例，2020年12月，其小程序渠道用户量占去重总用户量占比高达49.8%。\n获客渠道互通，对于阿里巴巴电商业务流量获取是利好的，不过也有可能不利于阿里的广告业务收入。\n2021财年，阿里巴巴“用户管理”收入3061亿，占中国零售营收的64.6%，新零售/直营收入1676亿，占中国零售营收的35.4%，其中“用户管理”包括广告收入和佣金收入。广告业务早已成为阿里巴巴营收的核心部分，其业务逻辑在于贩卖中心化平台的流量，为此，淘宝不惜多次与外部平台“翻脸”。\n2008年，淘宝屏蔽了百度搜索引擎爬虫；2013年，淘宝封杀美丽说、蘑菇街等第三方导购网站；同年11月22日，淘宝屏蔽了来自微信的访问，对于卖家来说，可选择的推广手段越来越少，最终只剩下购买阿里巴巴“官盐”这一条路。\n此次与微信互通，诸多中小卖家将再次获取站外流量的渠道，阿里巴巴需要考虑如何缩小广告业务受到的影响。\n除此之外，对于支付宝而言，阿里方面如若将微信支付引入淘系电商平台，支付宝的支付体系或将面临进一步削弱，对于延迟IPO的蚂蚁金服，无疑是雪上加霜。相反，微信支付将获得更多助力。\n张一鸣面前的两座大山\n“南方的电网与北方的电网互通了，是更开放了还是更垄断了？”，一位互联网从业人员在社交平台上如此表示。\n现阶段，如若开放生态只在阿里巴巴和腾讯两大巨头中进行，场上的其他玩家恐将会殃及池鱼。\n拿拼多多和京东来说，两者此前一定程度上是阿里巴巴和腾讯割据态势下的既得利益者。作为微信九宫格中的“常驻嘉宾”，被腾讯投资的拼多多，靠着微信流量强势崛起，且与阿里巴巴的电商业务构成强竞争关系。\n外媒消息曝出后，京东盘中跌2.4%，拼多多一度跌6%。\n除此之外，横亘在两巨头之间的其他玩家该如何自处？例如美团，字节跳动。\n巧合的是，在上述消息传出当天，美团发布公告，宣布腾讯认购协议所载腾讯认购事项的所有先决条件均已达成，认购事项已于7月13日完成，腾讯认购事项完成后，持股比例从17%上升到了17.2%。偶然因素有之，却也颇有些投诚之意。\n而此前在7月2日，阿里巴巴宣布一系列组织升级的决定，将基于地理位置服务的三大业务，高德、本地生活和飞猪，组成生活服务板块，由俞永福代表集团分管，向张勇汇报。\n此次调整，意味着饿了么作为“本地生活服务入口”的战略定位进一步得到加强，而在这一领域，首当其冲的就是其老对手美团。此刻阿里巴巴与腾讯互相开放生态，阿里的本地生活服务能否获得腾讯助力，也需要两方进一步权衡。\n同样受到影响的还有字节跳动，一定程度上，此次调整对于字节跳动最为致命。\n现今，字节跳动正在以短视频为根基不断扩展自己的边域。一份广为流传的内部资料显示，2021年，搜索、电商、中长视频是字节跳动三个S级的产品业务线。\n\n除去搜索，在电商业务上，此前抖音电商总裁康泽宇表示，抖音电商要大力发展“兴趣电商”。现阶段，抖音正在积极拉拢商家入驻，并且正式推出扶持计划，与阿里巴巴电商业务形成竞对。\n视频业务上，中视频领域的对手主要是B站，但短视频作为字节跳动的禁脔，则面临着微信视频号的挑战。\n除此之外，前段时间，字节跳动在游戏领域，相继将沐瞳科技、有爱互娱收入麾下，游戏业务作为腾讯的生命线，势必与字节跳动发生冲突。\n同样的事情也正在社交领域上演。早在2019年字节跳动七周年庆典的演讲上，张一鸣提到，“有很多朋友问我，为什么要做社交，公司内部也有反馈，别跟某公司竞争，压力很大的”，但字节跳动依旧在社交领域几度尝试。\n近期，字节跳动先是重启之前已经下架的社交产品飞聊，可见字节跳动对社交依旧不死心。\n此外，昨日，在阿里巴巴与腾讯传出合作当天，字节跳动旗下的抖音推出名为“心动外卖”的外卖业务。作为和王兴一样以无边界扩张理念为打法的张一鸣，字节跳动的诸多动作，都在不断冲击阿里巴巴和腾讯的业务半径。\n现今，一定程度上，作为阿里巴巴和腾讯共同的竞争对手，如若“双马”握手，字节跳动的业务开展势必面临极大困境。\n除却紧跟在阿里、腾讯身后的互联网巨头外，一些依托现有竞争格局下的企业也将受到影响。\n拿电商SAAS领域的微盟和有赞来说，消息传出当晚，微盟集团尾盘持续下挫，现跌超5%，创今年5月以来新低。中国有赞次日股价创60日新低，跌幅-3.01%。\n两者皆属于去中心化电商，即电商SaaS服务，其本质是为中小型商家提供电商IT赋能，让客户自由选择其他更低成本的流量。搭建自己的“小店”，而传统中心化的电商平台类似“集市”，通过汇聚流量和各类商品信息，实现了对流量(大量的注意力)和商品交易(交易的IT基础设施)的垄断，从商户中收取“佣金”。\n某种程度上，微盟和有赞的商业模式就是建立在淘宝和微信互相屏蔽的基础上，如若阿里巴巴和腾讯互相开放生态，不少中小商家或将重回阿里巴巴的怀抱。\n美苏结盟，让一众昔日冲锋在前的小弟们，不得不吞下苦果。\n新的时代\n阿里巴巴和腾讯互相开放生态，从两者的底层商业逻辑去理解，或许也是一种必然。\n腾讯的根基在于，其社交网络通过个体之间必备的沟通交互，产生巨大流量，而阿里从电商平台起家，连接着商家与消费者两端，需要外部的流量引入才能维持正常运转。\n因此腾讯可以起到流量供给的作用，阿里则充当流量需求者的角色。\n腾讯如果成为阿里巴巴流量的供给方，阿里电商通过微信支付产生的流水，也能让腾讯分一杯羹。从业务角度来看，二者互有裨益。\n除了业务造成的影响，阿里巴巴与腾讯互相开放生态，也或将改变中文互联网的“孤岛”现状。\n2012年12月，彼时作为UC优视董事长兼首席执行官的俞永福，在《移动互联网2012：颠覆与重构》一文中提到，“中国互联网在最近两年，逐渐从春秋走向战国，形成了一个群雄割据的局面”。\n在移动互联网浪潮中，曾经的BAT，如今的TMD等具有国际巨头潜力的互联网企业，已经呈现出了某种垄断的态势，它们都在各自的优势领域不断挖掘业务潜力，拓宽业务边界，不惜封闭与外部的连接。\n而如今，在反垄断和流量红利到顶的大背景下，“战国七雄”是会被联手的“大秦”一统江山，还是重回百家争鸣的春秋时代，等待诸位看客的必将是一场好戏。","news_type":1},"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196933595,"gmtCreate":1621003657817,"gmtModify":1704351869446,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"http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e","listText":"Hoot e","text":"Hoot e","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/196933595","repostId":"1187294472","repostType":4,"repost":{"id":"1187294472","kind":"news","pubTimestamp":1620994094,"share":"https://ttm.financial/m/news/1187294472?lang=&edition=fundamental","pubTime":"2021-05-14 20:08","market":"us","language":"zh","title":"对冲基金巨头们开会了，多位大佬透露独家投资秘密","url":"https://stock-news.laohu8.com/highlight/detail?id=1187294472","media":"金十数据","summary":"Sohn会议成立于1995年，是对冲基金业界规模最大，且最久负盛名的大会。","content":"<p>Sohn会议（Sohn Conference）成立于1995年，是对冲基金业界规模最大，且最久负盛名的大会。其成立之初的愿景，是用以纪念Ira Sohn——一位因癌症与世长辞的华尔街分析师。</p><p>该会议由Ira Sohn的同事和亲人共同创建，且在此后的2006年，建立了非盈利目的的Sohn会议基金会（Sohn Conference Foundation），旨在筹集资金支持医学研究及医疗设备开发，并帮助患有癌症或其他疾病的儿童。Sohn会议基金会已与CNBC和洛克菲勒大学建立合作。</p><p><b>在每年的对冲基金盛宴Sohn投资大会上，大佬们都会让与会者了解到他们的投资思维和选股方式。</b></p><p>本届投资大会在5月12日举行，本次会议可谓亮点多多，来自标准资本公司的硅谷风险投资家比尔•格利（Bill Gurley）谈论科技股，桥水基金的高管凯伦·卡尔尼奥尔 (Karen Karniol-Tambour）表示中国可能有当下最有效的多元化投资组合，另外绿光资本公司的大卫·埃因霍恩（David Einhorn）则谈到“新型石油”。</p><p>以下是向与会投资专家提出的一些问题。虽然以下言论仅代表基金大佬的个人观点，但通过他们的观点可以了解他们投资决策的过程。</p><p><img src=\"https://static.tigerbbs.com/7e9f3911b0de77f27113869c1068b6f6\" tg-width=\"400\" tg-height=\"280\" referrerpolicy=\"no-referrer\"></p><p><b>1，你对低利率推动成长型股票估值飙升有何看法？这种情况能持续下去吗？</b></p><p>基准资本的格利引用了最近科技股的抛售，他表示：</p><blockquote>“虽然人们以这种温水煮青蛙的方式承担风险，但这还是有用的，风险一旦发生将很快地得到降低。我认为我们最近已经看到了这一点。现在，市场一直在谈论利率接近于零，不管是在过去的这一年，还是在五、六年里，利率一直低于我们以前见过的任何水平。但是即使出现了抛售，一些股票的收益仍然很高。”</blockquote><p>格利还回答了投资策略的问题，<b>他表示要做多比特币、<a href=\"https://laohu8.com/S/UBER\">优步</a>和<a href=\"https://laohu8.com/S/FB\">Facebook</a>，而对于狗狗币、NFTs则选择做空。</b></p><p><b>2，如果你必须把钱投到<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Facebook、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>或谷歌这样的公司，而你在接下来的10年里都不能碰它，你会选哪一个?</b></p><p>D1 Capital创始人丹•桑德海姆（Dan Sundheim）表示:</p><blockquote>“商业模式的持久性可能是最重要的。这些公司都有相当持久的商业模式， <b>但亚马逊的持久性不是建立在技术上的</b>。亚马逊是一家物流公司，就像100年前的铁路公司和其他占主导地位的物流公司一样，未来50年，亚马逊的地位也很难被取代。”</blockquote><p><b>3，你认为明年表现最好的股票是什么?</b></p><p>Glenernie Capital的安德鲁·努内利（Andrew Nunneley）<b>提到了HelloFresh这家公司</b>，他认为这家公司是餐盒中的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。</p><blockquote>“这可能是我20年来见过的最好的商业模式，与其他公司不同的是，HelloFresh拥有整个价值链，因此更有效率，并且这家公司还大力投资创新。”</blockquote><p>格伦维优资本管理公司的拉里·罗宾认为<b>DXC科技公司、麦<a href=\"https://laohu8.com/S/300296\">利亚德</a>基因公司、<a href=\"https://laohu8.com/S/BKD\">布鲁克代尔高级护理</a>公司、麦克森公司和<a href=\"https://laohu8.com/S/WAG\">沃尔格林</a>联合博姿集团是被市场低估的公司</b>。</p><blockquote>“人们说，在成长型股票的长期牛市之后，很难找到投资对象，但是大多数成长型股票并没有享受到牛市带来的好处。”</blockquote><p>绿光资本的大卫·埃因霍恩（David Einhorn）<b>表示电动汽车将迎来一场“淘铜热”，因为电动汽车的发展将需要大量的铜，而且需求将超过供应。</b></p><p>他向投资者们推荐<b>加拿大矿商泰克资源（Teck Resources）</b>。他说，泰克资源的市盈率远低于纯铜矿公司自由港麦克墨伦（Freeport-McMoRan Inc.）。泰克资源是一家更加多元化的矿商，业务结构更多地侧重于铜矿，增长前景也要好得多。</p><p>Impactive Capital的劳伦•泰勒•沃尔夫（Lauren Taylor Wolfe）将KBR公司定位为一家正在向绿色经济转型的公司，并预计未来三年内将有200%的增长。</p>","source":"jssj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>对冲基金巨头们开会了，多位大佬透露独家投资秘密</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; 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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对冲基金巨头们开会了，多位大佬透露独家投资秘密\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-14 20:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/details/74536><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sohn会议（Sohn Conference）成立于1995年，是对冲基金业界规模最大，且最久负盛名的大会。其成立之初的愿景，是用以纪念Ira Sohn——一位因癌症与世长辞的华尔街分析师。该会议由Ira Sohn的同事和亲人共同创建，且在此后的2006年，建立了非盈利目的的Sohn会议基金会（Sohn Conference Foundation），旨在筹集资金支持医学研究及医疗设备开发，并帮助...</p>\n\n<a href=\"https://xnews.jin10.com/details/74536\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4d048412e4a518ae5bd65a550683ae23","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://xnews.jin10.com/details/74536","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187294472","content_text":"Sohn会议（Sohn Conference）成立于1995年，是对冲基金业界规模最大，且最久负盛名的大会。其成立之初的愿景，是用以纪念Ira Sohn——一位因癌症与世长辞的华尔街分析师。该会议由Ira Sohn的同事和亲人共同创建，且在此后的2006年，建立了非盈利目的的Sohn会议基金会（Sohn Conference Foundation），旨在筹集资金支持医学研究及医疗设备开发，并帮助患有癌症或其他疾病的儿童。Sohn会议基金会已与CNBC和洛克菲勒大学建立合作。在每年的对冲基金盛宴Sohn投资大会上，大佬们都会让与会者了解到他们的投资思维和选股方式。本届投资大会在5月12日举行，本次会议可谓亮点多多，来自标准资本公司的硅谷风险投资家比尔•格利（Bill Gurley）谈论科技股，桥水基金的高管凯伦·卡尔尼奥尔 (Karen Karniol-Tambour）表示中国可能有当下最有效的多元化投资组合，另外绿光资本公司的大卫·埃因霍恩（David Einhorn）则谈到“新型石油”。以下是向与会投资专家提出的一些问题。虽然以下言论仅代表基金大佬的个人观点，但通过他们的观点可以了解他们投资决策的过程。1，你对低利率推动成长型股票估值飙升有何看法？这种情况能持续下去吗？基准资本的格利引用了最近科技股的抛售，他表示：“虽然人们以这种温水煮青蛙的方式承担风险，但这还是有用的，风险一旦发生将很快地得到降低。我认为我们最近已经看到了这一点。现在，市场一直在谈论利率接近于零，不管是在过去的这一年，还是在五、六年里，利率一直低于我们以前见过的任何水平。但是即使出现了抛售，一些股票的收益仍然很高。”格利还回答了投资策略的问题，他表示要做多比特币、优步和Facebook，而对于狗狗币、NFTs则选择做空。2，如果你必须把钱投到亚马逊、Facebook、苹果、微软或谷歌这样的公司，而你在接下来的10年里都不能碰它，你会选哪一个?D1 Capital创始人丹•桑德海姆（Dan Sundheim）表示:“商业模式的持久性可能是最重要的。这些公司都有相当持久的商业模式， 但亚马逊的持久性不是建立在技术上的。亚马逊是一家物流公司，就像100年前的铁路公司和其他占主导地位的物流公司一样，未来50年，亚马逊的地位也很难被取代。”3，你认为明年表现最好的股票是什么?Glenernie Capital的安德鲁·努内利（Andrew Nunneley）提到了HelloFresh这家公司，他认为这家公司是餐盒中的特斯拉。“这可能是我20年来见过的最好的商业模式，与其他公司不同的是，HelloFresh拥有整个价值链，因此更有效率，并且这家公司还大力投资创新。”格伦维优资本管理公司的拉里·罗宾认为DXC科技公司、麦利亚德基因公司、布鲁克代尔高级护理公司、麦克森公司和沃尔格林联合博姿集团是被市场低估的公司。“人们说，在成长型股票的长期牛市之后，很难找到投资对象，但是大多数成长型股票并没有享受到牛市带来的好处。”绿光资本的大卫·埃因霍恩（David Einhorn）表示电动汽车将迎来一场“淘铜热”，因为电动汽车的发展将需要大量的铜，而且需求将超过供应。他向投资者们推荐加拿大矿商泰克资源（Teck Resources）。他说，泰克资源的市盈率远低于纯铜矿公司自由港麦克墨伦（Freeport-McMoRan Inc.）。泰克资源是一家更加多元化的矿商，业务结构更多地侧重于铜矿，增长前景也要好得多。Impactive Capital的劳伦•泰勒•沃尔夫（Lauren Taylor Wolfe）将KBR公司定位为一家正在向绿色经济转型的公司，并预计未来三年内将有200%的增长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191015672,"gmtCreate":1620827522296,"gmtModify":1704348998790,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582093335834399","idStr":"3582093335834399"},"themes":[],"htmlText":"Haiz","listText":"Haiz","text":"Haiz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/191015672","repostId":"1125031102","repostType":4,"repost":{"id":"1125031102","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":1620827018,"share":"https://ttm.financial/m/news/1125031102?lang=&edition=fundamental","pubTime":"2021-05-12 21:43","market":"us","language":"zh","title":"台疫情升温，大马封城致半导体股集体下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1125031102","media":"老虎资讯综合","summary":"中国台湾地区昨日出现7例本土确诊新冠肺炎，宣布进入社区感染阶段。台湾防疫1年多以来，从未进入第3级警戒，台湾防疫指挥中心负责人陈时中称，台湾近日可能进入“第三级警戒”，届时势必会对经济活动产生明显影响","content":"<p>中国台湾地区昨日出现7例本土确诊新冠肺炎，宣布进入社区感染阶段。台湾防疫1年多以来，从未进入第3级警戒，台湾防疫指挥中心负责人陈时中称，台湾近日可能进入“第三级警戒”，届时势必会对经济活动产生明显影响，台股今日（周三）暴跌，半导体板块开盘全线下挫，，<a href=\"https://laohu8.com/S/TSM\">台积电</a>跌超3%，联电(UMC.N)跌近6%，日月光半导体(ASX.N)跌5%，半导体ETF<a href=\"https://laohu8.com/S/SMH\">半导体指数ETF-HOLDRs</a> 跌2.4%：<img src=\"https://static.tigerbbs.com/10c46ac06bed36c6b0d8c2d6d6946a9c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>此外，5月10日，马来西亚突发宣布封国，进口主流MCU产地都在马来，芯片交期还要延长。马来西亚疫情升温，单日新增确诊数居高不下，首相慕尤丁宣布全国实施行动管制令，禁止所有人跨州跨县，社交、体育、教育等也都禁止，开斋节祈祷人数高度受限。<img src=\"https://static.tigerbbs.com/e1104f64140a8fdef4161f6ea1cced16\" tg-width=\"577\" tg-height=\"298\" referrerpolicy=\"no-referrer\">在行动管制令颁布后，硅晶圆、CPU、被动元件、封测代工产能等是否会受到影响导致缺货更甚，是业内关注的重点。众所周知，马来西亚是半导体生产重镇，在这里有超过50家半导体公司，其中大多数是跨国公司，包括AMD、恩智浦、ASE、英飞凌、意法半导体、英特尔，瑞萨、德州仪器和日月光等，因此相对其他东南亚国家，马来西亚在全球半导体封测市场上一直就有其独特的地位。</p><p><img src=\"https://static.tigerbbs.com/6733ad821e29c814da5b8193d975dfee\" tg-width=\"960\" tg-height=\"298\" referrerpolicy=\"no-referrer\">马来西亚也是日、台系企业电阻产品的制造重地，其中尤以台湾电阻厂商为重，华新科技、旺诠(奇力新旗下)很大比例的电阻产能在马来西亚。除电阻产品外，日本村田(电感、MLCC)、Nichicon和Nippon Chemicon(铝电解电容)和松下(固态电容)都有产能在马来西亚。此次马来西亚封国，势必又将对相关企业产能带来一定程度的影响，尤其是半导体封测以及MLCC领域。</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>台疫情升温，大马封城致半导体股集体下跌</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n台疫情升温，大马封城致半导体股集体下跌\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\">2021-05-12 21:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>中国台湾地区昨日出现7例本土确诊新冠肺炎，宣布进入社区感染阶段。台湾防疫1年多以来，从未进入第3级警戒，台湾防疫指挥中心负责人陈时中称，台湾近日可能进入“第三级警戒”，届时势必会对经济活动产生明显影响，台股今日（周三）暴跌，半导体板块开盘全线下挫，，<a href=\"https://laohu8.com/S/TSM\">台积电</a>跌超3%，联电(UMC.N)跌近6%，日月光半导体(ASX.N)跌5%，半导体ETF<a href=\"https://laohu8.com/S/SMH\">半导体指数ETF-HOLDRs</a> 跌2.4%：<img src=\"https://static.tigerbbs.com/10c46ac06bed36c6b0d8c2d6d6946a9c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>此外，5月10日，马来西亚突发宣布封国，进口主流MCU产地都在马来，芯片交期还要延长。马来西亚疫情升温，单日新增确诊数居高不下，首相慕尤丁宣布全国实施行动管制令，禁止所有人跨州跨县，社交、体育、教育等也都禁止，开斋节祈祷人数高度受限。<img src=\"https://static.tigerbbs.com/e1104f64140a8fdef4161f6ea1cced16\" tg-width=\"577\" tg-height=\"298\" referrerpolicy=\"no-referrer\">在行动管制令颁布后，硅晶圆、CPU、被动元件、封测代工产能等是否会受到影响导致缺货更甚，是业内关注的重点。众所周知，马来西亚是半导体生产重镇，在这里有超过50家半导体公司，其中大多数是跨国公司，包括AMD、恩智浦、ASE、英飞凌、意法半导体、英特尔，瑞萨、德州仪器和日月光等，因此相对其他东南亚国家，马来西亚在全球半导体封测市场上一直就有其独特的地位。</p><p><img src=\"https://static.tigerbbs.com/6733ad821e29c814da5b8193d975dfee\" tg-width=\"960\" tg-height=\"298\" referrerpolicy=\"no-referrer\">马来西亚也是日、台系企业电阻产品的制造重地，其中尤以台湾电阻厂商为重，华新科技、旺诠(奇力新旗下)很大比例的电阻产能在马来西亚。除电阻产品外，日本村田(电感、MLCC)、Nichicon和Nippon Chemicon(铝电解电容)和松下(固态电容)都有产能在马来西亚。此次马来西亚封国，势必又将对相关企业产能带来一定程度的影响，尤其是半导体封测以及MLCC领域。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8c95dc9b62af63b498dce2238fb18ba3","relate_stocks":{"TSM":"台积电"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125031102","content_text":"中国台湾地区昨日出现7例本土确诊新冠肺炎，宣布进入社区感染阶段。台湾防疫1年多以来，从未进入第3级警戒，台湾防疫指挥中心负责人陈时中称，台湾近日可能进入“第三级警戒”，届时势必会对经济活动产生明显影响，台股今日（周三）暴跌，半导体板块开盘全线下挫，，台积电跌超3%，联电(UMC.N)跌近6%，日月光半导体(ASX.N)跌5%，半导体ETF半导体指数ETF-HOLDRs 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Chemicon(铝电解电容)和松下(固态电容)都有产能在马来西亚。此次马来西亚封国，势必又将对相关企业产能带来一定程度的影响，尤其是半导体封测以及MLCC领域。","news_type":1},"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103323367,"gmtCreate":1619749195259,"gmtModify":1704271817183,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582093335834399","idStr":"3582093335834399"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/103323367","repostId":"2131534297","repostType":4,"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382994194534448,"gmtCreate":1734512570106,"gmtModify":1734512573040,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582093335834399","idStr":"3582093335834399"},"themes":[],"htmlText":"Pm","listText":"Pm","text":"Pm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382994194534448","repostId":"382839775572472","repostType":1,"repost":{"id":382839775572472,"gmtCreate":1734501760642,"gmtModify":1734504822575,"author":{"id":"4095904174663640","authorId":"4095904174663640","name":"pc1432","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095904174663640","idStr":"4095904174663640"},"themes":[],"htmlText":"<a 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試過出金 出金速度快 非常可靠的老虎証券值得強力推薦給親人使用&nbsp; 親友成功開戶後我亦很快收到邀請獎賞[開心]&nbsp;[開心]&nbsp;","listText":"我是新用戶 試過出金 出金速度快 非常可靠的老虎証券值得強力推薦給親人使用&nbsp; 親友成功開戶後我亦很快收到邀請獎賞[開心]&nbsp;[開心]&nbsp;","text":"我是新用戶 試過出金 出金速度快 非常可靠的老虎証券值得強力推薦給親人使用 親友成功開戶後我亦很快收到邀請獎賞[開心] [開心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940091851","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940016266,"gmtCreate":1677594393256,"gmtModify":1677594395920,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582093335834399","idStr":"3582093335834399"},"themes":[],"htmlText":"😂","listText":"😂","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940016266","repostId":"624545895","repostType":1,"repost":{"id":624545895,"gmtCreate":1677593856820,"gmtModify":1677593856820,"author":{"id":"3520120256277227","authorId":"3520120256277227","name":"雷递","avatar":"https://static.tigerbbs.com/c1d76d196de1b078825d97644631d0f1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3520120256277227","idStr":"3520120256277227"},"themes":[],"title":"巍華新材衝刺上交所：擬募資22億 吳江偉家族控制58%股權","htmlText":"雷遞網 雷建平 2月28日浙江巍華新材料股份有限公司（簡稱：“巍華新材”）日前遞交招股書，準備在上交所主板上市。巍華新材計劃募資21.68億元，其中，14.1億元用於建設年產2.22萬噸含氟新材料及新型功能化學品和企業研究院項目，2.57億元用於浙江巍華新材年產5000噸鄰氯氯苄、4000噸三氟甲苯系列、13500噸二氯甲苯和8300噸二氯甲苯氯化氟化系列產品項目，5億元用於補充流動資金。年營收17.76億巍華新材是一家專注於含氟精細化學品領域，是一家研發和生產氯甲苯和三氟甲基苯系列產品的企業，以製造含氯含氟特色化學品爲發展方向，已形成以甲苯爲起始原料的氯甲苯和三氟甲基苯系列產品的完整產品鏈。招股書顯示，巍華新材2020年、2021年、2022年營收分別爲10.63億元、14.24億元、17.76億元；淨利分別爲1.7億元、4.3億元、6.2億元；扣非後淨利分別爲2.6億元、4.1億元、6.17億元。報告期各期末，公司的應收賬款賬面價值分別爲9846萬元、1.3億元和1.36億元，佔公司總資產的比例分別爲8.8%、8.08%和5.81%。吳江偉一家三口控制58%股權截至本招股說明書籤署日，公司實際控制人爲吳江偉、吳順華，吳江偉系吳順華之子。吳江偉、吳順華通過公司控股股東瀛華控股控制公司51.03%股份表決權，吳江偉直接持有公司2.89%股份，吳順華直接持有公司2.7%股份，吳順華的配偶、吳江偉的母親金茶仙直接持有公司1.16%股份。同時，吳順華、吳江偉、金茶仙簽署一致行動協議，吳江偉、吳順華直接和間接以及通過一致行動協議合計控制公司57.78%股份表決權，吳江偉和吳順華爲公司實際控制人。此外，閏土股份持股爲20.56%，金石基金持股爲3.47%，阮國濤持股爲2.96%，阮靜波持股爲1.7%，橫店資本持股爲1.31%，潘強彪持股爲1.27%，紹興巍辰持股爲1.07%，丁興成持","listText":"雷遞網 雷建平 2月28日浙江巍華新材料股份有限公司（簡稱：“巍華新材”）日前遞交招股書，準備在上交所主板上市。巍華新材計劃募資21.68億元，其中，14.1億元用於建設年產2.22萬噸含氟新材料及新型功能化學品和企業研究院項目，2.57億元用於浙江巍華新材年產5000噸鄰氯氯苄、4000噸三氟甲苯系列、13500噸二氯甲苯和8300噸二氯甲苯氯化氟化系列產品項目，5億元用於補充流動資金。年營收17.76億巍華新材是一家專注於含氟精細化學品領域，是一家研發和生產氯甲苯和三氟甲基苯系列產品的企業，以製造含氯含氟特色化學品爲發展方向，已形成以甲苯爲起始原料的氯甲苯和三氟甲基苯系列產品的完整產品鏈。招股書顯示，巍華新材2020年、2021年、2022年營收分別爲10.63億元、14.24億元、17.76億元；淨利分別爲1.7億元、4.3億元、6.2億元；扣非後淨利分別爲2.6億元、4.1億元、6.17億元。報告期各期末，公司的應收賬款賬面價值分別爲9846萬元、1.3億元和1.36億元，佔公司總資產的比例分別爲8.8%、8.08%和5.81%。吳江偉一家三口控制58%股權截至本招股說明書籤署日，公司實際控制人爲吳江偉、吳順華，吳江偉系吳順華之子。吳江偉、吳順華通過公司控股股東瀛華控股控制公司51.03%股份表決權，吳江偉直接持有公司2.89%股份，吳順華直接持有公司2.7%股份，吳順華的配偶、吳江偉的母親金茶仙直接持有公司1.16%股份。同時，吳順華、吳江偉、金茶仙簽署一致行動協議，吳江偉、吳順華直接和間接以及通過一致行動協議合計控制公司57.78%股份表決權，吳江偉和吳順華爲公司實際控制人。此外，閏土股份持股爲20.56%，金石基金持股爲3.47%，阮國濤持股爲2.96%，阮靜波持股爲1.7%，橫店資本持股爲1.31%，潘強彪持股爲1.27%，紹興巍辰持股爲1.07%，丁興成持","text":"雷遞網 雷建平 2月28日浙江巍華新材料股份有限公司（簡稱：“巍華新材”）日前遞交招股書，準備在上交所主板上市。巍華新材計劃募資21.68億元，其中，14.1億元用於建設年產2.22萬噸含氟新材料及新型功能化學品和企業研究院項目，2.57億元用於浙江巍華新材年產5000噸鄰氯氯苄、4000噸三氟甲苯系列、13500噸二氯甲苯和8300噸二氯甲苯氯化氟化系列產品項目，5億元用於補充流動資金。年營收17.76億巍華新材是一家專注於含氟精細化學品領域，是一家研發和生產氯甲苯和三氟甲基苯系列產品的企業，以製造含氯含氟特色化學品爲發展方向，已形成以甲苯爲起始原料的氯甲苯和三氟甲基苯系列產品的完整產品鏈。招股書顯示，巍華新材2020年、2021年、2022年營收分別爲10.63億元、14.24億元、17.76億元；淨利分別爲1.7億元、4.3億元、6.2億元；扣非後淨利分別爲2.6億元、4.1億元、6.17億元。報告期各期末，公司的應收賬款賬面價值分別爲9846萬元、1.3億元和1.36億元，佔公司總資產的比例分別爲8.8%、8.08%和5.81%。吳江偉一家三口控制58%股權截至本招股說明書籤署日，公司實際控制人爲吳江偉、吳順華，吳江偉系吳順華之子。吳江偉、吳順華通過公司控股股東瀛華控股控制公司51.03%股份表決權，吳江偉直接持有公司2.89%股份，吳順華直接持有公司2.7%股份，吳順華的配偶、吳江偉的母親金茶仙直接持有公司1.16%股份。同時，吳順華、吳江偉、金茶仙簽署一致行動協議，吳江偉、吳順華直接和間接以及通過一致行動協議合計控制公司57.78%股份表決權，吳江偉和吳順華爲公司實際控制人。此外，閏土股份持股爲20.56%，金石基金持股爲3.47%，阮國濤持股爲2.96%，阮靜波持股爲1.7%，橫店資本持股爲1.31%，潘強彪持股爲1.27%，紹興巍辰持股爲1.07%，丁興成持","images":[{"img":"https://static.tigerbbs.com/ed7bbda1a91b65bc26db179d4d45ecbe","width":"795","height":"776"},{"img":"https://static.tigerbbs.com/6eade221f487f7fb287b3e810f191751","width":"1080","height":"2364"},{"img":"https://static.tigerbbs.com/9ecd6bf56382ce06124110998c52c0c5","width":"1080","height":"938"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/624545895","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897565307,"gmtCreate":1628945001409,"gmtModify":1676529897772,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582093335834399","idStr":"3582093335834399"},"themes":[],"htmlText":"Cu&nbsp;","listText":"Cu&nbsp;","text":"Cu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/897565307","repostId":"1168954704","repostType":4,"repost":{"id":"1168954704","kind":"news","pubTimestamp":1628942727,"share":"https://ttm.financial/m/news/1168954704?lang=&edition=fundamental","pubTime":"2021-08-14 20:05","market":"us","language":"zh","title":"警方通报阿里女员工被侵害案：两男子涉强制猥亵犯罪","url":"https://stock-news.laohu8.com/highlight/detail?id=1168954704","media":"济南公安","summary":"没有证据证明有强奸犯罪事实发生。目前，案件正在进一步侦办中。","content":"<p>近日，针对“阿里女员工被侵害”一案，公安机关在济南、杭州两地同步全面调查取证，依法开展讯问询问、调阅视频监控、固定提取电子数据、勘验检查等工作。现就调查情况通报如下：</p>\n<p><b>一、案件起因</b></p>\n<p>2021年7月26日，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团王某文、胡某敏来济出差，入住市中区大观园<a href=\"https://laohu8.com/S/ATAT\">亚朵酒店</a>。27日，阿里巴巴集团周某（女）来济出差，入住槐荫区济南西站亚朵轻居酒店。同日，王某兵入住天桥区维也纳酒店。下午，一行4人到济南华联超市洽谈业务并成功签约。当晚，4人在市中区中海环宇城渔家灯火饭店宴请济南华联超市张某等4人。饭后，周某返回槐荫区济南西站亚朵轻居酒店。7月28日上午，周某认为自己可能在醉酒状态下被人侵害，与丈夫通话后于中午报警。</p>\n<p><b>二、关于犯罪嫌疑人王某文涉嫌强制猥亵犯罪的情况</b></p>\n<p>2021年7月28日12时34分，济南市公安局槐荫区分局张庄路派出所接110报警，报警人周某称：“昨天晚上喝醉酒了，我同事送我回来，第一次送我回来是两个同事一起，后面其中有个男同事自己单独折返进入我房间，那个时候我已经喝醉了，然后可能发生一些事情，我现在想去查这个酒店的监控，酒店这边说：‘不能看，涉及用户隐私。’我这边没办法看，我想问下怎么能看下录像，是不是可以说，警察的人来过后能看录像？目前我没有受伤。”</p>\n<p>接报警后，张庄路派出所第一时间处警，并于当日受理为刑事案件。值班民警到槐荫区济南西站亚朵轻居酒店后，调取查看监控录像，对房间进行勘查。经查实，周某系退房后报警，其入住房间已打扫。随后，民警立即带领周某前往山东省立医院进行人身检查。15时15分，公安机关电话通知周某举报的男同事王某文到派出所接受调查。</p>\n<p>因案情比较复杂，需多方取证调查，根据《公安机关执法细则》，7月29日，槐荫区分局将此案立案审查期限延长30日。8月10日，立为强制猥亵刑事案件。</p>\n<p>经查证，2021年7月27日晚至28日凌晨，王某文先后四次进入周某房间。</p>\n<p>第一次： 7月27日22时51分，王某文与济南华联超市陈某丽（女）打出租车送周某到达槐荫区济南西站亚朵轻居酒店。在酒店前台，因周某酒醉无法确认房间号码，王某文持周某身份证、房卡交服务员确认房间号码。22时53分，王某文和陈某丽一起把周某送进房间休息。22时58分，陈某丽离开后，王某文间隔15秒离开房间。</p>\n<p>第二次：陈、王两人下楼后，陈某丽打车回家。23时04分，王某文在酒店门口欲打车离开时，接到胡某敏电话告知，周某多次给其打电话说话含糊不清。胡某敏得知王某文仍在周某酒店楼下，让王某文去查看周某的情况。23时08分，王某文取消打车软件订单。23时16分，王某文返回酒店前台，持周某及本人身份证，经前台电话联系征得周某同意后，办理了周某房间的房卡，于23时23分进入周某房间。在房间内，王某文对周某实施了强制猥亵行为，23时33分王某文网上购买避孕套。23时43分王某文离开周某房间，此时避孕套并未送达。7月28日0时，快递员将避孕套送至酒店前台（上午10时许，王某文返回酒店前台将该避孕套取走并丢弃）。</p>\n<p>第三次：7月28日0时，王某文在酒店门口打车准备离开，接到身在杭州同事胡某鹏（女）微信视频电话告知，周某多次与其联系语焉不详，让王某文查看一下周某情况。王某文连接了视频通话于0时13分进入周某房间，向胡某鹏证实周某已入睡。0时21分，王某文离开周某房间。</p>\n<p>第四次：王某文下楼后，因发现自己入住酒店（市中区大观园亚朵酒店）的公用雨伞遗忘在周某房间，于0时24分进入周某房间，0时26分取回雨伞后离开房间，打车返回酒店休息。</p>\n<p><b>三、关于犯罪嫌疑人张某涉嫌强制猥亵犯罪的情况</b></p>\n<p>8月4日，周某再次拨打110报警称：“7月27日晚上，我在济南市市中区中海环宇城渔家灯火饭店内与同事领导吃饭时，因醉酒被人猥亵。”市中区分局七贤派出所接警后当日受理，依法开展调查。8月10日，市中区分局依法将此案移交槐荫区分局进行并案侦查。</p>\n<p>经查证，7月27日宴请期间，21时29分，周某因饮酒过多欲呕吐时，张某陪其一起走出包间。周某出包间后一路呕吐至饭店大厅吧台垃圾桶处。随后，返回包间途中张某对周某实施了强制猥亵行为。22时许，宴请结束。</p>\n<p>7月28日7时14分，周某与张某联系，告知房间号码，张某从家中携带一盒未开封的避孕套，于7时59分到达槐荫区济南西站亚朵轻居酒店，敲门进入周某房间后，对周某实施了强制猥亵行为。9时35分，张某离开周某房间时，带走周某内裤一条，避孕套（未开封）遗留在房间内。</p>\n<p><b>四、涉案相关情况调查</b></p>\n<p>1．关于周某是否被迫出差</p>\n<p>经查实，2021年4月，阿里巴巴集团某部与济南华联超市达成合作意向后，单位确定周某负责后续对接。7月15日双方网签，约定7月27日现场盖章签约。通过大量证人证言及调取阿里公司出差报备系统信息、相关电子数据等证据，未发现周某被迫出差情况。</p>\n<p>2．关于周某是否被“灌酒”</p>\n<p>经查实，7月27日下午双方签约结束后，王某文提议共同庆祝签约成功，周某预定了饭店并通知济南华联超市参加人员就餐的时间、地点。当晚，共8人就餐（6男2女）， 1位女士未饮酒，1人饮用2瓶啤酒，王某文、张某、周某等6人饮用近5瓶白酒。经就餐人员、饭店服务人员证实，就餐期间无人强迫饮酒，周某饮用白酒约350毫升。</p>\n<p>案发后，济南市公安局槐荫区分局开展立案调查，为确保调查权威、准确、专业，济南市公安局抽调精干力量，组成专案组，商请检察机关提前介入。山东省公安厅刑侦局督导并组织专家参与了案件办理。</p>\n<p>根据《中华人民共和国刑法》第237条规定，<b>犯罪嫌疑人王某文、张某因涉嫌强制猥亵罪，已被济南市公安局槐荫区分局依法采取刑事强制措施，没有证据证明有强奸犯罪事实发生。</b>目前，案件正在进一步侦办中。</p>\n<p>以上案情及调查情况特此通报。感谢杭州公安在此案调查过程中给予的大力协助，感谢广大网友和社会各界对济南公安工作的关心支持！</p>\n<p>济南市公安局槐荫区分局</p>\n<p>2021年8月14日</p>\n<p><img src=\"https://static.tigerbbs.com/e52a09ece556bba347781e42cf1d8e9a\" tg-width=\"641\" tg-height=\"5867\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1628943511315","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>警方通报阿里女员工被侵害案：两男子涉强制猥亵犯罪</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警方通报阿里女员工被侵害案：两男子涉强制猥亵犯罪\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-14 20:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://view.inews.qq.com/a/TWF2021081400563800?uid=&shareto&openwith=wxmessage&cv=0x2800093b&dt=2&lang=zh_CN&openid=o04IBACPA-iDVVwXrPbSaA0CsXMk&key=2948535dc679cbe8336fc1a28e7c83912afad1650bb7ccf69195528cce3706e1d0aa56553ac4d027c3122cb79c51d4ee20e2ab3b6bbb32206b6a5cab94c766ff4c7aa8c2432443487bc4722d66dd0d4cb9f2e654e4102d01cba05b148146b0642467860b8f7a22efd8fe43131f0abaac3c8a77b0d88d8f4e30bf1f4674711794&version=2800093b&devicetype=android-29&wuid=oDdoCt-7fz8cAWN1hhFct9YErWrQ&sharer=o04IBADwKf3FSX7-QfrD1SIQZKYQ&pass_ticket=O5r397y0gRxolj4aYr3zbKZ0fo66FjZ4vcVfj4w21KKZgONrFD0J3N5HiVzZGQru><strong>济南公安</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，针对“阿里女员工被侵害”一案，公安机关在济南、杭州两地同步全面调查取证，依法开展讯问询问、调阅视频监控、固定提取电子数据、勘验检查等工作。现就调查情况通报如下：\n一、案件起因\n2021年7月26日，阿里巴巴集团王某文、胡某敏来济出差，入住市中区大观园亚朵酒店。27日，阿里巴巴集团周某（女）来济出差，入住槐荫区济南西站亚朵轻居酒店。同日，王某兵入住天桥区维也纳酒店。下午，一行4人到济南华联超市...</p>\n\n<a href=\"https://view.inews.qq.com/a/TWF2021081400563800?uid=&shareto&openwith=wxmessage&cv=0x2800093b&dt=2&lang=zh_CN&openid=o04IBACPA-iDVVwXrPbSaA0CsXMk&key=2948535dc679cbe8336fc1a28e7c83912afad1650bb7ccf69195528cce3706e1d0aa56553ac4d027c3122cb79c51d4ee20e2ab3b6bbb32206b6a5cab94c766ff4c7aa8c2432443487bc4722d66dd0d4cb9f2e654e4102d01cba05b148146b0642467860b8f7a22efd8fe43131f0abaac3c8a77b0d88d8f4e30bf1f4674711794&version=2800093b&devicetype=android-29&wuid=oDdoCt-7fz8cAWN1hhFct9YErWrQ&sharer=o04IBADwKf3FSX7-QfrD1SIQZKYQ&pass_ticket=O5r397y0gRxolj4aYr3zbKZ0fo66FjZ4vcVfj4w21KKZgONrFD0J3N5HiVzZGQru\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/47f0c4e41eaea5c2a69074ff30233d7f","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://view.inews.qq.com/a/TWF2021081400563800?uid=&shareto&openwith=wxmessage&cv=0x2800093b&dt=2&lang=zh_CN&openid=o04IBACPA-iDVVwXrPbSaA0CsXMk&key=2948535dc679cbe8336fc1a28e7c83912afad1650bb7ccf69195528cce3706e1d0aa56553ac4d027c3122cb79c51d4ee20e2ab3b6bbb32206b6a5cab94c766ff4c7aa8c2432443487bc4722d66dd0d4cb9f2e654e4102d01cba05b148146b0642467860b8f7a22efd8fe43131f0abaac3c8a77b0d88d8f4e30bf1f4674711794&version=2800093b&devicetype=android-29&wuid=oDdoCt-7fz8cAWN1hhFct9YErWrQ&sharer=o04IBADwKf3FSX7-QfrD1SIQZKYQ&pass_ticket=O5r397y0gRxolj4aYr3zbKZ0fo66FjZ4vcVfj4w21KKZgONrFD0J3N5HiVzZGQru","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168954704","content_text":"近日，针对“阿里女员工被侵害”一案，公安机关在济南、杭州两地同步全面调查取证，依法开展讯问询问、调阅视频监控、固定提取电子数据、勘验检查等工作。现就调查情况通报如下：\n一、案件起因\n2021年7月26日，阿里巴巴集团王某文、胡某敏来济出差，入住市中区大观园亚朵酒店。27日，阿里巴巴集团周某（女）来济出差，入住槐荫区济南西站亚朵轻居酒店。同日，王某兵入住天桥区维也纳酒店。下午，一行4人到济南华联超市洽谈业务并成功签约。当晚，4人在市中区中海环宇城渔家灯火饭店宴请济南华联超市张某等4人。饭后，周某返回槐荫区济南西站亚朵轻居酒店。7月28日上午，周某认为自己可能在醉酒状态下被人侵害，与丈夫通话后于中午报警。\n二、关于犯罪嫌疑人王某文涉嫌强制猥亵犯罪的情况\n2021年7月28日12时34分，济南市公安局槐荫区分局张庄路派出所接110报警，报警人周某称：“昨天晚上喝醉酒了，我同事送我回来，第一次送我回来是两个同事一起，后面其中有个男同事自己单独折返进入我房间，那个时候我已经喝醉了，然后可能发生一些事情，我现在想去查这个酒店的监控，酒店这边说：‘不能看，涉及用户隐私。’我这边没办法看，我想问下怎么能看下录像，是不是可以说，警察的人来过后能看录像？目前我没有受伤。”\n接报警后，张庄路派出所第一时间处警，并于当日受理为刑事案件。值班民警到槐荫区济南西站亚朵轻居酒店后，调取查看监控录像，对房间进行勘查。经查实，周某系退房后报警，其入住房间已打扫。随后，民警立即带领周某前往山东省立医院进行人身检查。15时15分，公安机关电话通知周某举报的男同事王某文到派出所接受调查。\n因案情比较复杂，需多方取证调查，根据《公安机关执法细则》，7月29日，槐荫区分局将此案立案审查期限延长30日。8月10日，立为强制猥亵刑事案件。\n经查证，2021年7月27日晚至28日凌晨，王某文先后四次进入周某房间。\n第一次： 7月27日22时51分，王某文与济南华联超市陈某丽（女）打出租车送周某到达槐荫区济南西站亚朵轻居酒店。在酒店前台，因周某酒醉无法确认房间号码，王某文持周某身份证、房卡交服务员确认房间号码。22时53分，王某文和陈某丽一起把周某送进房间休息。22时58分，陈某丽离开后，王某文间隔15秒离开房间。\n第二次：陈、王两人下楼后，陈某丽打车回家。23时04分，王某文在酒店门口欲打车离开时，接到胡某敏电话告知，周某多次给其打电话说话含糊不清。胡某敏得知王某文仍在周某酒店楼下，让王某文去查看周某的情况。23时08分，王某文取消打车软件订单。23时16分，王某文返回酒店前台，持周某及本人身份证，经前台电话联系征得周某同意后，办理了周某房间的房卡，于23时23分进入周某房间。在房间内，王某文对周某实施了强制猥亵行为，23时33分王某文网上购买避孕套。23时43分王某文离开周某房间，此时避孕套并未送达。7月28日0时，快递员将避孕套送至酒店前台（上午10时许，王某文返回酒店前台将该避孕套取走并丢弃）。\n第三次：7月28日0时，王某文在酒店门口打车准备离开，接到身在杭州同事胡某鹏（女）微信视频电话告知，周某多次与其联系语焉不详，让王某文查看一下周某情况。王某文连接了视频通话于0时13分进入周某房间，向胡某鹏证实周某已入睡。0时21分，王某文离开周某房间。\n第四次：王某文下楼后，因发现自己入住酒店（市中区大观园亚朵酒店）的公用雨伞遗忘在周某房间，于0时24分进入周某房间，0时26分取回雨伞后离开房间，打车返回酒店休息。\n三、关于犯罪嫌疑人张某涉嫌强制猥亵犯罪的情况\n8月4日，周某再次拨打110报警称：“7月27日晚上，我在济南市市中区中海环宇城渔家灯火饭店内与同事领导吃饭时，因醉酒被人猥亵。”市中区分局七贤派出所接警后当日受理，依法开展调查。8月10日，市中区分局依法将此案移交槐荫区分局进行并案侦查。\n经查证，7月27日宴请期间，21时29分，周某因饮酒过多欲呕吐时，张某陪其一起走出包间。周某出包间后一路呕吐至饭店大厅吧台垃圾桶处。随后，返回包间途中张某对周某实施了强制猥亵行为。22时许，宴请结束。\n7月28日7时14分，周某与张某联系，告知房间号码，张某从家中携带一盒未开封的避孕套，于7时59分到达槐荫区济南西站亚朵轻居酒店，敲门进入周某房间后，对周某实施了强制猥亵行为。9时35分，张某离开周某房间时，带走周某内裤一条，避孕套（未开封）遗留在房间内。\n四、涉案相关情况调查\n1．关于周某是否被迫出差\n经查实，2021年4月，阿里巴巴集团某部与济南华联超市达成合作意向后，单位确定周某负责后续对接。7月15日双方网签，约定7月27日现场盖章签约。通过大量证人证言及调取阿里公司出差报备系统信息、相关电子数据等证据，未发现周某被迫出差情况。\n2．关于周某是否被“灌酒”\n经查实，7月27日下午双方签约结束后，王某文提议共同庆祝签约成功，周某预定了饭店并通知济南华联超市参加人员就餐的时间、地点。当晚，共8人就餐（6男2女）， 1位女士未饮酒，1人饮用2瓶啤酒，王某文、张某、周某等6人饮用近5瓶白酒。经就餐人员、饭店服务人员证实，就餐期间无人强迫饮酒，周某饮用白酒约350毫升。\n案发后，济南市公安局槐荫区分局开展立案调查，为确保调查权威、准确、专业，济南市公安局抽调精干力量，组成专案组，商请检察机关提前介入。山东省公安厅刑侦局督导并组织专家参与了案件办理。\n根据《中华人民共和国刑法》第237条规定，犯罪嫌疑人王某文、张某因涉嫌强制猥亵罪，已被济南市公安局槐荫区分局依法采取刑事强制措施，没有证据证明有强奸犯罪事实发生。目前，案件正在进一步侦办中。\n以上案情及调查情况特此通报。感谢杭州公安在此案调查过程中给予的大力协助，感谢广大网友和社会各界对济南公安工作的关心支持！\n济南市公安局槐荫区分局\n2021年8月14日","news_type":1},"isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803442421,"gmtCreate":1627460207763,"gmtModify":1703490382046,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582093335834399","idStr":"3582093335834399"},"themes":[],"htmlText":"omg","listText":"omg","text":"omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803442421","repostId":"2154947640","repostType":2,"repost":{"id":"2154947640","kind":"news","pubTimestamp":1627459560,"share":"https://ttm.financial/m/news/2154947640?lang=&edition=fundamental","pubTime":"2021-07-28 16:06","market":"us","language":"zh","title":"苹果美股盘前跌1.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2154947640","media":"36氪","summary":"36氪获悉，截至发稿，苹果美股盘前跌1.5%。苹果2021财年第三季度营收814亿美元，市场预期738.2亿美元；第三季度每股收益1.30美元，市场预估1.01美元。苹果首席财务官卢卡·马埃斯特里指出，由于汇率、服务业务增长放缓以及iPhone和iPad的供应限制，预计第四财季苹果营收同比增幅将低于第三财季（36%）。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/KRKR\">36氪</a>获悉，截至发稿，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>美股盘前跌1.5%。苹果2021财年第三季度营收814亿美元，市场预期738.2亿美元；第三季度<span>每股收益</span>1.30美元，市场预估1.01美元。苹果首席财务官卢卡·马埃斯特里指出，由于<span>汇率</span>、服务业务增长放缓以及iPhone和iPad的供应限制，预计第四财季苹果营收同比增幅将低于第三财季（36%）。</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>苹果美股盘前跌1.5%</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苹果美股盘前跌1.5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 16:06 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107281606047c263e8f&s=b><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>36氪获悉，截至发稿，苹果美股盘前跌1.5%。苹果2021财年第三季度营收814亿美元，市场预期738.2亿美元；第三季度每股收益1.30美元，市场预估1.01美元。苹果首席财务官卢卡·马埃斯特里指出，由于汇率、服务业务增长放缓以及iPhone和iPad的供应限制，预计第四财季苹果营收同比增幅将低于第三财季（36%）。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107281606047c263e8f&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/0b841f5eda278b95023e7905323fa0be","relate_stocks":{"AAPL":"苹果"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107281606047c263e8f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2154947640","content_text":"36氪获悉，截至发稿，苹果美股盘前跌1.5%。苹果2021财年第三季度营收814亿美元，市场预期738.2亿美元；第三季度每股收益1.30美元，市场预估1.01美元。苹果首席财务官卢卡·马埃斯特里指出，由于汇率、服务业务增长放缓以及iPhone和iPad的供应限制，预计第四财季苹果营收同比增幅将低于第三财季（36%）。","news_type":1},"isVote":1,"tweetType":1,"viewCount":719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171384146,"gmtCreate":1626706572685,"gmtModify":1703763779005,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582093335834399","idStr":"3582093335834399"},"themes":[],"htmlText":"Oil coming pls&nbsp;","listText":"Oil coming pls&nbsp;","text":"Oil coming pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/171384146","repostId":"1168911346","repostType":4,"repost":{"id":"1168911346","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":1626701522,"share":"https://ttm.financial/m/news/1168911346?lang=&edition=fundamental","pubTime":"2021-07-19 21:32","market":"us","language":"zh","title":"开盘：Five9涨超5%！中概股、石油股普跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1168911346","media":"老虎资讯综合","summary":"7月19日，美股三大指数集体低开，道指跌1.46%，纳指跌1.28%，标普500指数跌1.3%。\n国际原油期货大跌拖累石油股走低，斯伦贝谢跌超5%，埃克森美孚跌超3%，英国石油、雪佛龙跌超2%。\n中概","content":"<p>7月19日，美股三大指数集体低开，道指跌1.46%，纳指跌1.28%，标普500指数跌1.3%。</p>\n<p><img src=\"https://static.tigerbbs.com/c358d2f0bb3878bc9ea60b590a08abf1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">国际原油期货大跌拖累石油股走低，<a href=\"https://laohu8.com/S/SLB\">斯伦贝谢</a>跌超5%，<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>跌超3%，<a href=\"https://laohu8.com/S/BP\">英国石油</a>、<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>跌超2%。</p>\n<p>中概股普跌，<a href=\"https://laohu8.com/S/CPOP\">普普文化</a>跌逾11%，<a href=\"https://laohu8.com/S/ZH\">知乎</a>、<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌逾5%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌4%。</p>\n<p>美股航空股走低，美联航跌近5%，<a href=\"https://laohu8.com/S/DAL\">达美航空</a>、<a href=\"https://laohu8.com/S/BA\">波音</a>跌超3%。</p>\n<p>Five9涨约5.5%，<a href=\"https://laohu8.com/S/ZM\">Zoom</a>拟以约147亿美元收购该公司。</p>\n<p>Red Cat Holdings跌39%，此前宣布以每股4.5美元的价格发行超1333万普通股。</p>\n<p>半导体公司<a href=\"https://laohu8.com/S/AEHR\">Aehr Test Systems</a>涨43%，该公司第四财季净销售额翻倍。</p>\n<p><a href=\"https://laohu8.com/S/XNET\">迅雷</a>跌超5%，江苏省消保委通报PC端应用软件网络弹窗调查情况，点名<a href=\"https://laohu8.com/S/XNET\">迅雷</a>等。</p>\n<p></p>\n<p></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>开盘：Five9涨超5%！中概股、石油股普跌</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n开盘：Five9涨超5%！中概股、石油股普跌\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\">2021-07-19 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月19日，美股三大指数集体低开，道指跌1.46%，纳指跌1.28%，标普500指数跌1.3%。</p>\n<p><img src=\"https://static.tigerbbs.com/c358d2f0bb3878bc9ea60b590a08abf1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">国际原油期货大跌拖累石油股走低，<a href=\"https://laohu8.com/S/SLB\">斯伦贝谢</a>跌超5%，<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>跌超3%，<a href=\"https://laohu8.com/S/BP\">英国石油</a>、<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>跌超2%。</p>\n<p>中概股普跌，<a href=\"https://laohu8.com/S/CPOP\">普普文化</a>跌逾11%，<a href=\"https://laohu8.com/S/ZH\">知乎</a>、<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌逾5%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌4%。</p>\n<p>美股航空股走低，美联航跌近5%，<a href=\"https://laohu8.com/S/DAL\">达美航空</a>、<a href=\"https://laohu8.com/S/BA\">波音</a>跌超3%。</p>\n<p>Five9涨约5.5%，<a href=\"https://laohu8.com/S/ZM\">Zoom</a>拟以约147亿美元收购该公司。</p>\n<p>Red Cat Holdings跌39%，此前宣布以每股4.5美元的价格发行超1333万普通股。</p>\n<p>半导体公司<a href=\"https://laohu8.com/S/AEHR\">Aehr Test Systems</a>涨43%，该公司第四财季净销售额翻倍。</p>\n<p><a href=\"https://laohu8.com/S/XNET\">迅雷</a>跌超5%，江苏省消保委通报PC端应用软件网络弹窗调查情况，点名<a href=\"https://laohu8.com/S/XNET\">迅雷</a>等。</p>\n<p></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".DJI":"道琼斯","QNETCN":"纳斯达克中美互联网老虎指数",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","FIVN":"Five9 Inc","TTTN":"老虎中美互联网巨头ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168911346","content_text":"7月19日，美股三大指数集体低开，道指跌1.46%，纳指跌1.28%，标普500指数跌1.3%。\n国际原油期货大跌拖累石油股走低，斯伦贝谢跌超5%，埃克森美孚跌超3%，英国石油、雪佛龙跌超2%。\n中概股普跌，普普文化跌逾11%，知乎、新东方跌逾5%，蔚来跌4%。\n美股航空股走低，美联航跌近5%，达美航空、波音跌超3%。\nFive9涨约5.5%，Zoom拟以约147亿美元收购该公司。\nRed Cat Holdings跌39%，此前宣布以每股4.5美元的价格发行超1333万普通股。\n半导体公司Aehr Test Systems涨43%，该公司第四财季净销售额翻倍。\n迅雷跌超5%，江苏省消保委通报PC端应用软件网络弹窗调查情况，点名迅雷等。","news_type":1},"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149540470,"gmtCreate":1625738430990,"gmtModify":1703747471879,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582093335834399","idStr":"3582093335834399"},"themes":[],"htmlText":"Cun","listText":"Cun","text":"Cun","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/149540470","repostId":"2149100183","repostType":4,"repost":{"id":"2149100183","kind":"highlight","pubTimestamp":1625738016,"share":"https://ttm.financial/m/news/2149100183?lang=&edition=fundamental","pubTime":"2021-07-08 17:53","market":"us","language":"zh","title":"换电池之后，特斯拉Model Y要开始屠杀了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2149100183","media":"虎嗅","summary":"更便宜的特斯拉又来了。\n7月8日，特斯拉官方微博发文表示，国产特斯拉Model Y已正式上市，售价为27.6万元。较此前的长续航版Model Y下降7.19万元。标准续航版与长续航版价格差异的主要原因","content":"<p>更便宜的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>又来了。</p>\n<p>7月8日，特斯拉官方<a href=\"https://laohu8.com/S/WB\">微博</a>发文表示，国产特斯拉Model Y已正式上市，售价为27.6万元。较此前的长续航版Model Y下降7.19万元。标准续航版与长续航版价格差异的主要原因是电池不同。据一位接近<a href=\"https://laohu8.com/S/300750\">宁德时代</a>的人士透露，今日上市的标准续航版Model Y搭载的是宁德时代磷酸铁锂电池。</p>\n<p>更换电池后，标准续航版Model Y的续航里程为525km，较长续航版降低69公里。这一续航里程数据在搭载磷酸铁锂电池的车型中较为突出。</p>\n<p>另一个关键信息是，继国产Model 3后，Model Y也打入30万元以下的市场。30万元是汽车消费的一个关口， 预算在30万以内的消费者才是真正的购车主力。此外，15-30万元的区间也是目前国内新能源车企竞争最激烈的区间。</p>\n<p>对于购车者和竞争对手而言，这个价位的Model Y是颗炸弹。据特斯拉官方透露，标准续航版Model Y最快将于8月份交付。</p>\n<p>特斯拉还能降多少？</p>\n<p>自国产化后，降价就是特斯拉的主旋律。</p>\n<p>过去一年多时间里，特斯拉曾多次降价，而特斯拉Model 3的补贴后售价也一度下探至25万元内。</p>\n<p>事实上，在产量规模提升和零部件国产化程度提升的双重影响下，降价是一种必然。频繁降价，也使特斯拉得以迅速占领国内市场。但这次标准续航版Model Y价格的下探主要原因还是换电池了。</p>\n<p>此前，国产特斯拉Model 3也曾从三元锂电池换成了磷酸铁锂电池：国产Model 3标准续航升级版和长续航后轮驱动版在进行电池更替后，价格下降约4-5万元。</p>\n<p>当前，磷酸铁锂电池的价格较高镍三元锂电池便宜约20%。虽然磷酸铁锂在能量密度方面处于劣势，但在安全性、使用寿命上都存在不小的优势。</p>\n<p>此外，在磷酸铁锂电池产能不断扩张的当下，磷酸铁锂电池的成本仍将进一步下探。这意味着搭载磷酸铁锂电池的标准续航版Model Y成本还有下降空间。在Model 3与Model Y这类走量车型上搭载更便宜的铁锂电池，也符合特斯拉的扩张策略。</p>\n<p>在新能源补贴逐步退坡的当下，搭载三元锂电池的车型无法再拿到超高额的补贴，这也在迫使特斯拉这样的车企去选择成本更低的电池。另一方面，当前三元锂电池因为镍、钴等稀有原材料价格的波动，车企对三元锂电池成本的掌控风险也在上升。前述接近宁德时代的认识也表示，若三元锂电池原材料在下半年持续上涨，宁德时代等企业也会考虑提高三元锂电池售价。</p>\n<p>在市场竞争逐渐激烈的当下，特斯拉选择磷酸铁锂是合理的。</p>\n<p>事实上，磷酸铁锂不光是特斯拉的选择， 其他车企也是这样想的。去年，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>就推出磷酸铁锂版的小鹏P7，而市场上也有传闻称<a href=\"https://laohu8.com/S/NIO\">蔚来</a>将考虑在车型上搭载磷酸铁锂电池。</p>\n<p>一个更明显的征兆是，磷酸铁锂在市占率上已重新追上三元锂电池。据中汽协数据，今年5月份，三元电池产量5.0GWh，占总产量36.2%，同比增长62.9%，环比下降25.4%；磷酸铁锂电池产量8.8GWh，占总产量63.6%，同比增长317.3%，环比增长41.6%。</p>\n<p>当新能源汽车渗透率较低时，面对的还是极客等对价格并不敏感的群体。但在走向大众消费者后，安全和成本的重要性就不言而喻了。</p>\n<p>在零部件国产化程度达到平台期后，电池成本将是影响特斯拉价格的主要因素。此外，在经历“刹车门”事件后，换一个安全一点的电池对特斯拉来说不算坏事。</p>\n<p>磷酸铁锂只是“备胎”</p>\n<p>从近一年以来特斯拉在电池供应方面的传闻来看，磷酸铁锂电池只是特斯拉的临时选项。在特斯拉的电池计划中，三元锂才是主角。</p>\n<p>降低成本、提高安全性和充电速度是特斯拉在电池计划上的主要方向。</p>\n<p>在2020年初，马斯克曾表示特斯拉将采用“无钴电池”。随后，无钴化就成为动力电池厂商的目标之一。但在去年，无钴化的三元锂电池并未商用，所以在考虑成本和安全性因素后，特斯拉最终选择了磷酸铁锂。</p>\n<p>但时间来到2021年，能量密度比磷酸铁锂高的无钴化电池出现了。 据外媒Electrek此前报道，特斯拉部分车型将采用LG化学的高镍四元电池。该电池通过提高电池中镍元素的比例，降低钴元素的用量以降低动力电池的成本。</p>\n<p>特斯拉继续押宝三元锂电池的原因一部分是三元锂电池能量密度高，但也有磷酸铁锂电池的问题。事实上，磷酸铁锂电池的能量密度提升已经触及天花板，这对特斯拉这样的新能源汽车龙头来说是无法接受的。</p>\n<p>在虎嗅看来，未来特斯拉将会同时大规模采用三元锂和磷酸铁锂电池。其中，中低端的走量车型将在很长一段时间内采用磷酸铁锂电池，而高端车型则采用三元锂电池。</p>\n<p>前段时间，宁德时代与特斯拉续签了3年的供货协议。据前述人士透露，除磷酸铁锂电池外，宁德时代也将向特斯拉供应三元锂电池。这意味着，在保持<a href=\"https://laohu8.com/S/PC\">松下</a>、LG化学的三元锂电池供应下，特斯拉对三元锂电池的需求还在增长。</p>\n<p>但对于特斯拉而言，磷酸铁锂始终只是备胎，三元锂电池过几年也是要抛弃的，全固态电池才是未来。</p>\n<p>不过这些都是后话。在Model Y价格下探到30万以下后，我对小鹏、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>和广汽埃安的担心又加重了。</p>","source":"highlight_huxiu","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>换电池之后，特斯拉Model Y要开始屠杀了？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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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换电池之后，特斯拉Model Y要开始屠杀了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-08 17:53 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.huxiu.com/article/439829.html><strong>虎嗅</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>更便宜的特斯拉又来了。\n7月8日，特斯拉官方微博发文表示，国产特斯拉Model Y已正式上市，售价为27.6万元。较此前的长续航版Model Y下降7.19万元。标准续航版与长续航版价格差异的主要原因是电池不同。据一位接近宁德时代的人士透露，今日上市的标准续航版Model Y搭载的是宁德时代磷酸铁锂电池。\n更换电池后，标准续航版Model Y的续航里程为525km，较长续航版降低69公里。这一续航...</p>\n\n<a href=\"https://www.huxiu.com/article/439829.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/6c245d54ade1a19951c7ef77ff9de31e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.huxiu.com/article/439829.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149100183","content_text":"更便宜的特斯拉又来了。\n7月8日，特斯拉官方微博发文表示，国产特斯拉Model Y已正式上市，售价为27.6万元。较此前的长续航版Model Y下降7.19万元。标准续航版与长续航版价格差异的主要原因是电池不同。据一位接近宁德时代的人士透露，今日上市的标准续航版Model Y搭载的是宁德时代磷酸铁锂电池。\n更换电池后，标准续航版Model Y的续航里程为525km，较长续航版降低69公里。这一续航里程数据在搭载磷酸铁锂电池的车型中较为突出。\n另一个关键信息是，继国产Model 3后，Model Y也打入30万元以下的市场。30万元是汽车消费的一个关口， 预算在30万以内的消费者才是真正的购车主力。此外，15-30万元的区间也是目前国内新能源车企竞争最激烈的区间。\n对于购车者和竞争对手而言，这个价位的Model Y是颗炸弹。据特斯拉官方透露，标准续航版Model Y最快将于8月份交付。\n特斯拉还能降多少？\n自国产化后，降价就是特斯拉的主旋律。\n过去一年多时间里，特斯拉曾多次降价，而特斯拉Model 3的补贴后售价也一度下探至25万元内。\n事实上，在产量规模提升和零部件国产化程度提升的双重影响下，降价是一种必然。频繁降价，也使特斯拉得以迅速占领国内市场。但这次标准续航版Model Y价格的下探主要原因还是换电池了。\n此前，国产特斯拉Model 3也曾从三元锂电池换成了磷酸铁锂电池：国产Model 3标准续航升级版和长续航后轮驱动版在进行电池更替后，价格下降约4-5万元。\n当前，磷酸铁锂电池的价格较高镍三元锂电池便宜约20%。虽然磷酸铁锂在能量密度方面处于劣势，但在安全性、使用寿命上都存在不小的优势。\n此外，在磷酸铁锂电池产能不断扩张的当下，磷酸铁锂电池的成本仍将进一步下探。这意味着搭载磷酸铁锂电池的标准续航版Model Y成本还有下降空间。在Model 3与Model Y这类走量车型上搭载更便宜的铁锂电池，也符合特斯拉的扩张策略。\n在新能源补贴逐步退坡的当下，搭载三元锂电池的车型无法再拿到超高额的补贴，这也在迫使特斯拉这样的车企去选择成本更低的电池。另一方面，当前三元锂电池因为镍、钴等稀有原材料价格的波动，车企对三元锂电池成本的掌控风险也在上升。前述接近宁德时代的认识也表示，若三元锂电池原材料在下半年持续上涨，宁德时代等企业也会考虑提高三元锂电池售价。\n在市场竞争逐渐激烈的当下，特斯拉选择磷酸铁锂是合理的。\n事实上，磷酸铁锂不光是特斯拉的选择， 其他车企也是这样想的。去年，小鹏汽车就推出磷酸铁锂版的小鹏P7，而市场上也有传闻称蔚来将考虑在车型上搭载磷酸铁锂电池。\n一个更明显的征兆是，磷酸铁锂在市占率上已重新追上三元锂电池。据中汽协数据，今年5月份，三元电池产量5.0GWh，占总产量36.2%，同比增长62.9%，环比下降25.4%；磷酸铁锂电池产量8.8GWh，占总产量63.6%，同比增长317.3%，环比增长41.6%。\n当新能源汽车渗透率较低时，面对的还是极客等对价格并不敏感的群体。但在走向大众消费者后，安全和成本的重要性就不言而喻了。\n在零部件国产化程度达到平台期后，电池成本将是影响特斯拉价格的主要因素。此外，在经历“刹车门”事件后，换一个安全一点的电池对特斯拉来说不算坏事。\n磷酸铁锂只是“备胎”\n从近一年以来特斯拉在电池供应方面的传闻来看，磷酸铁锂电池只是特斯拉的临时选项。在特斯拉的电池计划中，三元锂才是主角。\n降低成本、提高安全性和充电速度是特斯拉在电池计划上的主要方向。\n在2020年初，马斯克曾表示特斯拉将采用“无钴电池”。随后，无钴化就成为动力电池厂商的目标之一。但在去年，无钴化的三元锂电池并未商用，所以在考虑成本和安全性因素后，特斯拉最终选择了磷酸铁锂。\n但时间来到2021年，能量密度比磷酸铁锂高的无钴化电池出现了。 据外媒Electrek此前报道，特斯拉部分车型将采用LG化学的高镍四元电池。该电池通过提高电池中镍元素的比例，降低钴元素的用量以降低动力电池的成本。\n特斯拉继续押宝三元锂电池的原因一部分是三元锂电池能量密度高，但也有磷酸铁锂电池的问题。事实上，磷酸铁锂电池的能量密度提升已经触及天花板，这对特斯拉这样的新能源汽车龙头来说是无法接受的。\n在虎嗅看来，未来特斯拉将会同时大规模采用三元锂和磷酸铁锂电池。其中，中低端的走量车型将在很长一段时间内采用磷酸铁锂电池，而高端车型则采用三元锂电池。\n前段时间，宁德时代与特斯拉续签了3年的供货协议。据前述人士透露，除磷酸铁锂电池外，宁德时代也将向特斯拉供应三元锂电池。这意味着，在保持松下、LG化学的三元锂电池供应下，特斯拉对三元锂电池的需求还在增长。\n但对于特斯拉而言，磷酸铁锂始终只是备胎，三元锂电池过几年也是要抛弃的，全固态电池才是未来。\n不过这些都是后话。在Model Y价格下探到30万以下后，我对小鹏、比亚迪和广汽埃安的担心又加重了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105661306,"gmtCreate":1620298922305,"gmtModify":1704341539225,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582093335834399","idStr":"3582093335834399"},"themes":[],"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/105661306","repostId":"1166115943","repostType":4,"repost":{"id":"1166115943","kind":"news","pubTimestamp":1620284644,"share":"https://ttm.financial/m/news/1166115943?lang=&edition=fundamental","pubTime":"2021-05-06 15:04","market":"us","language":"en","title":"Opportunity Knocks As Nio Stock Is in a Slump","url":"https://stock-news.laohu8.com/highlight/detail?id=1166115943","media":"investorplace","summary":"Chinese electric car makerNio saw its shares appreciate in value spectacularly in 2020. Nio ended the year at $48.38, for an eye-popping 1,080% gain. However, 2021 hasn’t been so rosy for Nio stock.After climbing to a $62.84 close on Feb. 9, NIO stock has slumped. Now trading below $38, NIO is down 30% from the start of the year, and off its February all-time high by 40%.The protracted slide has scared off nervous investors, while others see the dip as a golden opportunity to grab shares on the ","content":"<p>Chinese electric car maker<b>Nio</b>(NYSE:<b><u>NIO</u></b>) saw its shares appreciate in value spectacularly in 2020. Nio ended the year at $48.38, for an eye-popping 1,080% gain. However, 2021 hasn’t been so rosy for Nio stock.</p>\n<p>After climbing to a $62.84 close on Feb. 9, NIO stock has slumped. Now trading below $38, NIO is down 30% from the start of the year, and off its February all-time high by 40%.</p>\n<p><b>Ouch.</b></p>\n<p>The protracted slide has scared off nervous investors, while others see the dip as a golden opportunity to grab shares on the cheap.</p>\n<p>Which is it, time to make a move, or time to take a pass on NIO stock? I’m firmly in the former camp. NIO is an ‘A’-rated stock in<i>Portfolio Grader</i>and it’s is a hot company in an even hotter market.</p>\n<p>It’s facing challenges at the moment, but those are speed bumps. NIO has also been hit by abroad selloff of EV stocks. I think the big picture shows this dip offers a fantastic buying opportunity for anyone who wants to add EVs to their portfolio.</p>\n<p><b>Here’s why.</b></p>\n<p>Nio Is One of the Largest Chinese EV Makers</p>\n<p>Founded in 2014, Nio is one of China’s largest EV makers. It’s established, it has a wide range of premium EVs, including a new sedan to complement its lineup of crossovers and SUVs, and its factory is humming. Several days ago, the company announced itdelivered 7,102 vehicles in the month of April.</p>\n<p>That’s a 125.1% increase over deliveries for April, 2020.</p>\n<p>Nio also has an offering that other EV makers can’t match. Last August,the company launched Battery as a Service, or BaaS. This service allows Nio owners to pay a monthly lease for their EV’s battery instead of buying it outright. Doing so offers numerous advantages, including a lower EV purchase price, and the ability to upgrade the battery if higher capacity is needed.</p>\n<p>In addition, Nio owners who subscribe to BaaS don’t have to worry about whether their home has available EV chargers — a real concern in megacities where many people live in large apartment complexes. Instead, they can drive to a convenient station and swap out their depleted battery for a fully charged one.</p>\n<p><b>China Is The World’s Largest Car Market</b></p>\n<p>Another reason to love Nio? We tend to think of the U.S. when it comes to automobile production and sales. However, China has held the title of world’s largest car market for more than a decade.</p>\n<p>In 2020, there were 14.46 million new vehicles sold in the U.S., butChina notched 19.79 million new car sales. In addition, the Chinese auto market has far more runway for growth. In the U.S., there are currently over 800 cars for every 1,000 inhabitants. In China, that number is less than 200 for every 1,000 inhabitants.</p>\n<p>China is also an enthusiastic adopter of EVs. In 2020, 1.3 million EVs were sold in the country. Growth was modest at 8% — changing government subsidy programs had a negative effect — but that still represented 42% of global EV sales. In comparison, just 2.4% of vehicles sold in the U.S. last year were EVs.</p>\n<p>However, projections have the Chinese auto market returning to growth in 2021, after a year where the pandemic put a damper on the market. A report published in February putsChina on track to see a 50% increase in EV sales in 2021. Nio is going to capture a good chunk of that increase.</p>\n<p>That’s going to help push NIO stock out of its current funk.</p>\n<p><b>Some Challenges Still Weigh on NIO</b></p>\n<p>There are some challenges in 2021, of course. And these challenges have been part of the downward pressure on NIO stock. As I mentioned, after big growth last year, EV stocks in general have been in correction territory this year. There are concerns that globalchip shortages will constrain production of EV makers, including Nio. Competition is increasing. There is also the long-term threat that Chinese stocks like Nio may eventuallyface de-listing from American exchanges.</p>\n<p>It’s important to be aware of these issues, but I wouldn’t fixate on them. Most are surmountable and the de-listing threat is at least three years off.</p>\n<p><b>The Bottom Line on NIO Stock</b></p>\n<p>Nio is facing some challenges. But the positives far outweigh the negatives in this case. This is a company with huge growth momentum and I expect NIO stock will once again reflect that.</p>\n<p>Many analysts agree with me. The 19 investment analysts polled by<i>CNN Money</i>have NIO stock rated as a consensus “Buy” with a $58.98 median price target. That’s around 56% upside — if you make a move now, before NIO starts to recover.</p>","source":"lsy1606302653667","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>Opportunity Knocks As Nio Stock Is in a Slump</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\">\nOpportunity Knocks As Nio Stock Is in a Slump\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-06 15:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/05/opportunity-knocks-as-nio-stock-is-in-a-slump/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chinese electric car makerNio(NYSE:NIO) saw its shares appreciate in value spectacularly in 2020. Nio ended the year at $48.38, for an eye-popping 1,080% gain. However, 2021 hasn’t been so rosy for ...</p>\n\n<a href=\"https://investorplace.com/2021/05/opportunity-knocks-as-nio-stock-is-in-a-slump/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://investorplace.com/2021/05/opportunity-knocks-as-nio-stock-is-in-a-slump/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166115943","content_text":"Chinese electric car makerNio(NYSE:NIO) saw its shares appreciate in value spectacularly in 2020. Nio ended the year at $48.38, for an eye-popping 1,080% gain. However, 2021 hasn’t been so rosy for Nio stock.\nAfter climbing to a $62.84 close on Feb. 9, NIO stock has slumped. Now trading below $38, NIO is down 30% from the start of the year, and off its February all-time high by 40%.\nOuch.\nThe protracted slide has scared off nervous investors, while others see the dip as a golden opportunity to grab shares on the cheap.\nWhich is it, time to make a move, or time to take a pass on NIO stock? I’m firmly in the former camp. NIO is an ‘A’-rated stock inPortfolio Graderand it’s is a hot company in an even hotter market.\nIt’s facing challenges at the moment, but those are speed bumps. NIO has also been hit by abroad selloff of EV stocks. I think the big picture shows this dip offers a fantastic buying opportunity for anyone who wants to add EVs to their portfolio.\nHere’s why.\nNio Is One of the Largest Chinese EV Makers\nFounded in 2014, Nio is one of China’s largest EV makers. It’s established, it has a wide range of premium EVs, including a new sedan to complement its lineup of crossovers and SUVs, and its factory is humming. Several days ago, the company announced itdelivered 7,102 vehicles in the month of April.\nThat’s a 125.1% increase over deliveries for April, 2020.\nNio also has an offering that other EV makers can’t match. Last August,the company launched Battery as a Service, or BaaS. This service allows Nio owners to pay a monthly lease for their EV’s battery instead of buying it outright. Doing so offers numerous advantages, including a lower EV purchase price, and the ability to upgrade the battery if higher capacity is needed.\nIn addition, Nio owners who subscribe to BaaS don’t have to worry about whether their home has available EV chargers — a real concern in megacities where many people live in large apartment complexes. Instead, they can drive to a convenient station and swap out their depleted battery for a fully charged one.\nChina Is The World’s Largest Car Market\nAnother reason to love Nio? We tend to think of the U.S. when it comes to automobile production and sales. However, China has held the title of world’s largest car market for more than a decade.\nIn 2020, there were 14.46 million new vehicles sold in the U.S., butChina notched 19.79 million new car sales. In addition, the Chinese auto market has far more runway for growth. In the U.S., there are currently over 800 cars for every 1,000 inhabitants. In China, that number is less than 200 for every 1,000 inhabitants.\nChina is also an enthusiastic adopter of EVs. In 2020, 1.3 million EVs were sold in the country. Growth was modest at 8% — changing government subsidy programs had a negative effect — but that still represented 42% of global EV sales. In comparison, just 2.4% of vehicles sold in the U.S. last year were EVs.\nHowever, projections have the Chinese auto market returning to growth in 2021, after a year where the pandemic put a damper on the market. A report published in February putsChina on track to see a 50% increase in EV sales in 2021. Nio is going to capture a good chunk of that increase.\nThat’s going to help push NIO stock out of its current funk.\nSome Challenges Still Weigh on NIO\nThere are some challenges in 2021, of course. And these challenges have been part of the downward pressure on NIO stock. As I mentioned, after big growth last year, EV stocks in general have been in correction territory this year. There are concerns that globalchip shortages will constrain production of EV makers, including Nio. Competition is increasing. There is also the long-term threat that Chinese stocks like Nio may eventuallyface de-listing from American exchanges.\nIt’s important to be aware of these issues, but I wouldn’t fixate on them. Most are surmountable and the de-listing threat is at least three years off.\nThe Bottom Line on NIO Stock\nNio is facing some challenges. But the positives far outweigh the negatives in this case. This is a company with huge growth momentum and I expect NIO stock will once again reflect that.\nMany analysts agree with me. The 19 investment analysts polled byCNN Moneyhave NIO stock rated as a consensus “Buy” with a $58.98 median price target. That’s around 56% upside — if you make a move now, before NIO starts to recover.","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106237093,"gmtCreate":1620122016812,"gmtModify":1704338933195,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582093335834399","idStr":"3582093335834399"},"themes":[],"htmlText":"[Shy]&nbsp;[Shy]&nbsp;","listText":"[Shy]&nbsp;[Shy]&nbsp;","text":"[Shy] [Shy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106237093","repostId":"1141446343","repostType":4,"repost":{"id":"1141446343","kind":"news","pubTimestamp":1620108260,"share":"https://ttm.financial/m/news/1141446343?lang=&edition=fundamental","pubTime":"2021-05-04 14:04","market":"us","language":"en","title":"Bill and Melinda Gates are getting divorced. Here are some stocks they owned","url":"https://stock-news.laohu8.com/highlight/detail?id=1141446343","media":"seeking alpha","summary":"Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoftfounder and his partner of 27 years may send shockwaves across their projects.In the latest13F filingfrom the Bill and Melinda Gates Foundation Trust for the period ended 12/31/20, top holdings by value in descending order included Berkshire Hathaway, Waste Management, Caterpillar, Canadian National, Walmart, EcoLab, Crown Castle, ","content":"<ul><li>Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoft(NASDAQ:MSFT)founder and his partner of 27 years may send shockwaves across their projects.</li><li>In the latest13F filingfrom the Bill and Melinda Gates Foundation Trust for the period ended 12/31/20, top holdings by value in descending order included Berkshire Hathaway(NYSE:BRK.B), Waste Management(NYSE:WM), Caterpillar(NYSE:CAT), Canadian National(NYSE:CNI), Walmart(NYSE:WMT), EcoLab(NYSE:ECL), Crown Castle(NYSE:CCI), Fedex(NYSE:FDX)and UPS(NYSE:UPS).</li><li><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> stocks in which the foundation has a large stake (more than 10% of shares outstanding) included Schrodinger(NASDAQ:SDGR)and Coca-Cola Femsa(NYSE:KOF).</li><li>Most of the other holdings were below $1 billion in market value and their ownership consisted of less than 3% of shares outstanding in the associated stock.</li><li>The Bill and Melinda Gates Foundation, in their latestquarterly filing, disclosed ownership stakes in Amyris(NASDAQ:AMRS), Vir Biotech(NASDAQ:VIR), BionTech(NASDAQ:BNTX), Curevac(NASDAQ:CVAC)and <a href=\"https://laohu8.com/S/BCEL\">Atreca</a>(NASDAQ:BCEL).</li><li>Our readers may recall when the world's richest person, Jeff Bezos, and his partner Mackenzie Scottcalled it quits two years ago.&nbsp;This is how their wealth ended upsplit between them.</li></ul>","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>Bill and Melinda Gates are getting divorced. Here are some stocks they owned</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\">\nBill and Melinda Gates are getting divorced. Here are some stocks they owned\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-04 14:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3689813-bill-and-melinda-gates-are-getting-divorced-here-are-some-stocks-they-owned><strong>seeking alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoft(NASDAQ:MSFT)founder and his ...</p>\n\n<a href=\"https://seekingalpha.com/news/3689813-bill-and-melinda-gates-are-getting-divorced-here-are-some-stocks-they-owned\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CNI":"加拿大国家铁路","CCI":"冠城","WMT":"沃尔玛","SDGR":"Schrodinger Inc.","KOF":"可口可乐凡萨瓶装","CAT":"卡特彼勒","MSFT":"微软","BNTX":"BioNTech SE","WCLD":"WisdomTree Cloud Computing Fund","WM":"美国废物管理","VIR":"Vir Biotechnology, Inc.","UPS":"联合包裹","FDX":"联邦快递","CVAC":"CureVac B.V.","BRK.B":"伯克希尔B","AMRS":"阿米瑞斯"},"source_url":"https://seekingalpha.com/news/3689813-bill-and-melinda-gates-are-getting-divorced-here-are-some-stocks-they-owned","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141446343","content_text":"Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoft(NASDAQ:MSFT)founder and his partner of 27 years may send shockwaves across their projects.In the latest13F filingfrom the Bill and Melinda Gates Foundation Trust for the period ended 12/31/20, top holdings by value in descending order included Berkshire Hathaway(NYSE:BRK.B), Waste Management(NYSE:WM), Caterpillar(NYSE:CAT), Canadian National(NYSE:CNI), Walmart(NYSE:WMT), EcoLab(NYSE:ECL), Crown Castle(NYSE:CCI), Fedex(NYSE:FDX)and UPS(NYSE:UPS).Two stocks in which the foundation has a large stake (more than 10% of shares outstanding) included Schrodinger(NASDAQ:SDGR)and Coca-Cola Femsa(NYSE:KOF).Most of the other holdings were below $1 billion in market value and their ownership consisted of less than 3% of shares outstanding in the associated stock.The Bill and Melinda Gates Foundation, in their latestquarterly filing, disclosed ownership stakes in Amyris(NASDAQ:AMRS), Vir Biotech(NASDAQ:VIR), BionTech(NASDAQ:BNTX), Curevac(NASDAQ:CVAC)and Atreca(NASDAQ:BCEL).Our readers may recall when the world's richest person, Jeff Bezos, and his partner Mackenzie Scottcalled it quits two years ago. This is how their wealth ended upsplit between them.","news_type":1},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106159837,"gmtCreate":1620095349229,"gmtModify":1704338576362,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582093335834399","idStr":"3582093335834399"},"themes":[],"htmlText":"Not bad","listText":"Not bad","text":"Not bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106159837","repostId":"1136174828","repostType":4,"repost":{"id":"1136174828","kind":"news","pubTimestamp":1620030598,"share":"https://ttm.financial/m/news/1136174828?lang=&edition=fundamental","pubTime":"2021-05-03 16:29","market":"us","language":"en","title":"XPeng delivers 5,147 EVs in April 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1136174828","media":"seekingalpha","summary":"XPeng has delivered a total of 5,147 Smart EVs in April 2021, an increase of 285% Y/Y.March deliveri","content":"<p>XPeng&nbsp;has&nbsp;delivered&nbsp;a total of 5,147 Smart EVs in April 2021, an increase of 285% Y/Y.March deliverieswere 5,102 units.</p><p>The April deliveries consisted of 2,995 P7s and 2,152 G3s. As of April 30, 2021, YTD deliveries reached 18,487 units, representing an increase of 413% Y/Y.</p><p>The Company has expanded its product portfolio and started to deliver the P7 Wing edition and the lithium iron phosphate (LFP) battery-powered G3 in April. Delivery of LFP battery powered P7 will start in May as planned.</p><p>XPeng’s third production vehicle, the LiDAR-equipped P5 sedan, was unveiled in April. The Company plans to launch thesales of P5 in Q3 with deliveries in Q4 2021.</p><p>Also in April, XPEV formed an alliance with Zhongsheng Group toexpand its EV sales and services.</p><p>Last month, the Company inked an agreement with the City of Wuhan to build a new XPeng Motors Wuhan Smart EV Manufacturing Base in Wuhan withexpected annual capacity of 100,000 units.</p><p>XPeng rose more than 1% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/1a2599c9bc93a33522fcf7a94220f30d\" tg-width=\"633\" tg-height=\"479\"></p><p></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 delivers 5,147 EVs in April 2021</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 delivers 5,147 EVs in April 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 16:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3689018-xpeng-delivers-5147-evs-in-april-2021><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>XPeng has delivered a total of 5,147 Smart EVs in April 2021, an increase of 285% Y/Y.March deliverieswere 5,102 units.The April deliveries consisted of 2,995 P7s and 2,152 G3s. As of April 30, 2021, ...</p>\n\n<a href=\"https://seekingalpha.com/news/3689018-xpeng-delivers-5147-evs-in-april-2021\">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/news/3689018-xpeng-delivers-5147-evs-in-april-2021","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1136174828","content_text":"XPeng has delivered a total of 5,147 Smart EVs in April 2021, an increase of 285% Y/Y.March deliverieswere 5,102 units.The April deliveries consisted of 2,995 P7s and 2,152 G3s. As of April 30, 2021, YTD deliveries reached 18,487 units, representing an increase of 413% Y/Y.The Company has expanded its product portfolio and started to deliver the P7 Wing edition and the lithium iron phosphate (LFP) battery-powered G3 in April. Delivery of LFP battery powered P7 will start in May as planned.XPeng’s third production vehicle, the LiDAR-equipped P5 sedan, was unveiled in April. The Company plans to launch thesales of P5 in Q3 with deliveries in Q4 2021.Also in April, XPEV formed an alliance with Zhongsheng Group toexpand its EV sales and services.Last month, the Company inked an agreement with the City of Wuhan to build a new XPeng Motors Wuhan Smart EV Manufacturing Base in Wuhan withexpected annual capacity of 100,000 units.XPeng rose more than 1% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108681159,"gmtCreate":1620018594271,"gmtModify":1704337464496,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582093335834399","idStr":"3582093335834399"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/108681159","repostId":"1142070002","repostType":4,"repost":{"id":"1142070002","kind":"news","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":1619792975,"share":"https://ttm.financial/m/news/1142070002?lang=&edition=fundamental","pubTime":"2021-04-30 22:29","market":"us","language":"en","title":"NIO rose more than 5%, after falling nearly 4% before","url":"https://stock-news.laohu8.com/highlight/detail?id=1142070002","media":"Tiger Newspress","summary":"NIO Earnings Looked a Lot Like Ford’s. What to Know.Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.NIO  is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.NIO lost 23 cents a share on an adjusted, non-GAAP basis, from $1.2 billion in sales.","content":"<p>NIO rose more than 5%, after falling nearly 4% before.</p><p><img src=\"https://static.tigerbbs.com/80881ae9e6de48ac5e3733583db3ba9e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b>NIO Earnings Looked a Lot Like Ford’s. What to Know.</b></p><p>Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.</p><p>NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.</p><p>NIO lost&nbsp;23 cents&nbsp;a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.</p><p>The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;rose about&nbsp; 0.7%.</p><p>“NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”</p><p>Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.</p><p>For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.</p><p>Yu rates NIO shares Buy and has a $60 price target for the stock.</p><p>The overall quarter feels a little like&nbsp;Ford Motor‘s (F) quarter, which was&nbsp;reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.</p><p>Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.</p><p>Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.</p><p>NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place&nbsp;capacity to produce&nbsp;hundreds of thousands of vehicles in coming years.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO rose more than 5%, after falling nearly 4% before</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\">\nNIO rose more than 5%, after falling nearly 4% before\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\">2021-04-30 22:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NIO rose more than 5%, after falling nearly 4% before.</p><p><img src=\"https://static.tigerbbs.com/80881ae9e6de48ac5e3733583db3ba9e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b>NIO Earnings Looked a Lot Like Ford’s. What to Know.</b></p><p>Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.</p><p>NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.</p><p>NIO lost&nbsp;23 cents&nbsp;a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.</p><p>The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;rose about&nbsp; 0.7%.</p><p>“NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”</p><p>Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.</p><p>For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.</p><p>Yu rates NIO shares Buy and has a $60 price target for the stock.</p><p>The overall quarter feels a little like&nbsp;Ford Motor‘s (F) quarter, which was&nbsp;reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.</p><p>Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.</p><p>Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.</p><p>NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place&nbsp;capacity to produce&nbsp;hundreds of thousands of vehicles in coming years.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142070002","content_text":"NIO rose more than 5%, after falling nearly 4% before.NIO Earnings Looked a Lot Like Ford’s. What to Know.Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.NIO lost 23 cents a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&P 500 and Dow Jones Industrial Average rose about  0.7%.“NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.Yu rates NIO shares Buy and has a $60 price target for the stock.The overall quarter feels a little like Ford Motor‘s (F) quarter, which was reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place capacity to produce hundreds of thousands of vehicles in coming years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}