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Manchow

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2022-09-02

[得意]

@Owen_Tradinghouse:What is the relationship between Treasury yields and U.S. stocks

2021-08-05

So bad

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2021-07-30

Nice

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2021-07-29

Nice

滴滴出行：有关滴滴私有化的传闻为不实信息

2021-06-29

Good

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2021-06-29

Maybe can invest more in this

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Go to Tiger App to see more news

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This key change has become a very obvious signal light for the future US stock market crash.This is a comparison between the year-on-year increase of US inflation rate (red line) and the trend of 2-year US bond yield (black line).Obviously, Even though the yield of US bonds has soared in the past two years, The short-term interest rate increase triggered by the Feder","listText":"There is no doubt that for a long time to come, the source of global market fluctuations will come from the US bond market.Just last week Powell warnedAfter \"the Federal Reserve will adopt restrictive monetary policy to curb high inflation for a period of time and will not relax monetary conditions prematurely\",The two-year US bond yield immediately rose above 3.4%, reaching the highest level since the global financial crisis. This key change has become a very obvious signal light for the future US stock market crash.This is a comparison between the year-on-year increase of US inflation rate (red line) and the trend of 2-year US bond yield (black line).Obviously, Even though the yield of US bonds has soared in the past two years, The short-term interest rate increase triggered by the Feder","text":"There is no doubt that for a long time to come, the source of global market fluctuations will come from the US bond market.Just last week Powell warnedAfter \"the Federal Reserve will adopt restrictive monetary policy to curb high inflation for a period of time and will not relax monetary conditions prematurely\",The two-year US bond yield immediately rose above 3.4%, reaching the highest level since the global financial crisis. This key change has become a very obvious signal light for the future US stock market crash.This is a comparison between the year-on-year increase of US inflation rate (red line) and the trend of 2-year US bond yield (black line).Obviously, Even though the yield of US bonds has soared in the past two years, The short-term interest rate increase triggered by the Feder","images":[{"img":"https://static.tigerbbs.com/34045d2cd6ebf26f51189f17851968c0","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/b33c3fd609e8ad8bbde21148ff860791","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/01eff9c543a6e4dd1bda61a0d9e38322","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939015266","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890243422,"gmtCreate":1628121624166,"gmtModify":1703501494593,"author":{"id":"3586685133646434","authorId":"3586685133646434","name":"Manchow","avatar":"https://static.tigerbbs.com/cda2151b92a2084cddd613f7390d9696","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586685133646434","authorIdStr":"3586685133646434"},"themes":[],"htmlText":"So 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18:33","market":"us","language":"zh","title":"滴滴出行：有关滴滴私有化的传闻为不实信息","url":"https://stock-news.laohu8.com/highlight/detail?id=1147448167","media":"老虎资讯综合","summary":"滴滴出行：有关滴滴私有化的传闻为不实信息，目前公司正积极全面配合网络安全审查。\n消息公布之后，滴滴盘前股价回落，截至发稿涨幅至24%。\n\n今日盘前，滴滴股价突然直线拉升，一度涨超45%。据华尔街日报报","content":"<p><b><a href=\"https://laohu8.com/S/DIDI\">滴滴</a>出行：有关滴滴私有化的传闻为不实信息，目前公司正积极全面配合网络安全审查。</b></p>\n<p>消息公布之后，滴滴盘前股价回落，截至发稿涨幅至24%。</p>\n<p><img src=\"https://static.tigerbbs.com/22f69587ad9e2d2b93e2448e05ca54c4\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"></p>\n<p>今日盘前，滴滴股价突然直线拉升，一度涨超45%。据华尔街日报报道，滴滴正在考虑私有化，并赔偿投资者自该公司6月底在美上市以来遭受的损失。<img src=\"https://static.tigerbbs.com/082d1974dbb4cacdba21c6b17a572a13\" tg-width=\"1216\" tg-height=\"767\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>滴滴出行：有关滴滴私有化的传闻为不实信息</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n滴滴出行：有关滴滴私有化的传闻为不实信息\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\">2021-07-29 18:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b><a href=\"https://laohu8.com/S/DIDI\">滴滴</a>出行：有关滴滴私有化的传闻为不实信息，目前公司正积极全面配合网络安全审查。</b></p>\n<p>消息公布之后，滴滴盘前股价回落，截至发稿涨幅至24%。</p>\n<p><img src=\"https://static.tigerbbs.com/22f69587ad9e2d2b93e2448e05ca54c4\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"></p>\n<p>今日盘前，滴滴股价突然直线拉升，一度涨超45%。据华尔街日报报道，滴滴正在考虑私有化，并赔偿投资者自该公司6月底在美上市以来遭受的损失。<img src=\"https://static.tigerbbs.com/082d1974dbb4cacdba21c6b17a572a13\" tg-width=\"1216\" tg-height=\"767\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c5ea7ede672eda39f3803f5271d88222","relate_stocks":{"DIDI":"滴滴(已退市)"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147448167","content_text":"滴滴出行：有关滴滴私有化的传闻为不实信息，目前公司正积极全面配合网络安全审查。\n消息公布之后，滴滴盘前股价回落，截至发稿涨幅至24%。\n\n今日盘前，滴滴股价突然直线拉升，一度涨超45%。据华尔街日报报道，滴滴正在考虑私有化，并赔偿投资者自该公司6月底在美上市以来遭受的损失。","news_type":1},"isVote":1,"tweetType":1,"viewCount":694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159270938,"gmtCreate":1624972559824,"gmtModify":1703849114625,"author":{"id":"3586685133646434","authorId":"3586685133646434","name":"Manchow","avatar":"https://static.tigerbbs.com/cda2151b92a2084cddd613f7390d9696","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586685133646434","authorIdStr":"3586685133646434"},"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/159270938","repostId":"1179070037","repostType":4,"isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159246981,"gmtCreate":1624972349843,"gmtModify":1703849107982,"author":{"id":"3586685133646434","authorId":"3586685133646434","name":"Manchow","avatar":"https://static.tigerbbs.com/cda2151b92a2084cddd613f7390d9696","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586685133646434","authorIdStr":"3586685133646434"},"themes":[],"htmlText":"Maybe can invest more in this&nbsp;","listText":"Maybe can invest more in this&nbsp;","text":"Maybe can invest more in this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159246981","repostId":"1179070037","repostType":4,"isVote":1,"tweetType":1,"viewCount":629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":806061301,"gmtCreate":1627617535603,"gmtModify":1703493472766,"author":{"id":"3586685133646434","authorId":"3586685133646434","name":"Manchow","avatar":"https://static.tigerbbs.com/cda2151b92a2084cddd613f7390d9696","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586685133646434","authorIdStr":"3586685133646434"},"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/806061301","repostId":"2155133311","repostType":4,"isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890243422,"gmtCreate":1628121624166,"gmtModify":1703501494593,"author":{"id":"3586685133646434","authorId":"3586685133646434","name":"Manchow","avatar":"https://static.tigerbbs.com/cda2151b92a2084cddd613f7390d9696","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586685133646434","authorIdStr":"3586685133646434"},"themes":[],"htmlText":"So bad","listText":"So bad","text":"So bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890243422","repostId":"2157483232","repostType":4,"repost":{"id":"2157483232","kind":"news","pubTimestamp":1628107500,"share":"https://ttm.financial/m/news/2157483232?lang=&edition=fundamental","pubTime":"2021-08-05 04:05","market":"us","language":"zh","title":"Uber二季度调整后EBITDA亏损大于预期，盘后一度跌7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2157483232","media":"华尔街见闻","summary":"财报显示，Uber二季度调整后EBITDA亏损5.09亿美元，大于分析师预期的亏损3.245亿美元。Uber首席执行官Dara Khosrowshahi曾在5月发布一季报时重申，仍有望在今年实现调整后的季度EBITDA为正盈利，这一消息受到资本市场欢迎。除了必须证明能够在不显著增加成本的基础上克服劳动力短缺问题，Uber还需要维持其外卖与配送业务的高速增长，后者在疫情期间显著抵消了核心网约车业务的疲软。","content":"<p>8月4日周三美股盘后，美国网约车巨头Uber（<a href=\"https://laohu8.com/S/UBER\">优步</a>）公布了截止6月30日的2021财年第二季度财报。</p>\n<p><b>尽管当季总营收和利润均好于市场预期，但公司看重的盈利核心指标——调整后EBITDA仍录得亏损，且亏损规模高于预期</b>，美股盘后跌7%，股价一度跌破39美元，如果延续至明日开盘将创去年11月以来的几个月最低。昨日财报称二季度首次扭亏的竞争对手Lyft也跟跌1%。<img src=\"https://static.tigerbbs.com/3aa065a2daf3dc91294b6210573f9701\" tg-width=\"712\" tg-height=\"528\" referrerpolicy=\"no-referrer\">Uber周三最深跌超3%，收跌超2%，报收41.81美元，今年迄今累跌18%，跑输同期标普500指数大盘逾17%的涨幅，较2月10日所创历史最高64.05美元累跌近35%，深陷技术熊市。</p>\n<p>但去年Uber累涨71.5%，远跑赢标普同期涨幅16.3%，过去一年Uber总回报率近44%，也高于标普大盘的总回报率35.4%。其股价进入5月以来连续下滑，市场担心招募后疫情时代零工司机的困难或有损利润，据称大股东日本软银正考虑减持对Uber持股的1/3也对后者股价不利。</p>\n<p>不过，财报发布前，华尔街对Uber未来走势颇为乐观。在FactSet调查的37位分析师中，有32人给予“买入”评级，仅2人评级“卖出”，平均目标价69.53美元，代表还有66%的涨幅空间。</p>\n<p><b>营收结束同比四连跌，“炒股”收益实现意外净利润，重申年底有调整后EBITDA正盈利</b></p>\n<p>财报显示，今年二季度，Uber总营收为39.3亿美元，高于市场预期的37.5亿美元，环比增长35%，同比增长105%，按固定汇率计算为同比增长95%，即较去年同期接近翻倍。</p>\n<p>这代表Uber总营收已重回2019年二季度（疫情前）水平，<b>也是自2020财年一季度以来首次同比增长，结束了去年二季度开启的连续四季同比下滑趋势，</b>伴随核心网约车业务从疫情低点反弹。</p>\n<p>当季净利润11亿美元，得益于对<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>和自动驾驶初创公司Aurora合计18.71亿美元的股权投资未实现收益推动。这令EPS为令人意外的每股收益58美分，此前市场预期为每股亏损51美分。</p>\n<p>但调整后EBITDA（息税折旧和摊销前收益）仍为亏损5.09亿美元，较一季度亏损扩大1.5亿美元，也高于市场预期的亏损3.25亿美元。不过，这较去年二季度亏损收窄3.28亿美元或收窄四成，自公司成立以来尚未调整后EBITDA正盈利，同时二季度的运营亏损为11.9亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/4464e85e765d43c4b6e2a45240a8940e\" tg-width=\"500\" tg-height=\"304\" referrerpolicy=\"no-referrer\"></p>\n<p>首席财务官Nelson Chai重申今年四季度能实现调整后EBITDA扭亏为盈的里程碑，预计三季度调整后EBITDA亏损将改善至不到1亿美元，并录得创纪录新高的220亿至240亿美元总预订额。</p>\n<p>公司CEO Dara Khosrowshahi 称，二季度“通过投资司机来投资复苏”并取得了很大进展，美国的月活跃司机和快递员从 2 月到 7 月增加了近 42万人，司机人数在二季度增加75%，90%的闲置司机称将于9月复工，同时使用移动出行和配送服务的消费者产生了近一半的总预定量。</p>\n<p><b>外卖配送收入和总订单额持续超过核心网约车服务，整体总订单额创纪录最高</b></p>\n<p>Uber在财报中将主营业务分为网约车为主的移动出行（Mobility）、外卖及配送（Delivery）和货运（Freight）三大部分。</p>\n<p><b>今年二季度，外卖及配送收入再度超过移动出行业务，延续疫情以来的大趋势。</b>其中，外卖及配送收入录得19.6亿美元，环比增13%、同比翻倍（增122%）；移动出行收入16.2亿美元，不计入英国第一季度将零工驾驶员归为雇员产生的历史索赔应计费用为环比增11%，同比增98%。</p>\n<p>分析称，共享出行直到去年疫情前都是Uber主要营收来源和核心业务，而公司从2014年试水、2016年正式推出的外卖配送正成为未来增长引擎。去年三季度，Uber的外卖业务收入曾连续两个季度超过核心打车业务收入，疫情中也正是外卖业务的增长部分抵消了打车业务的严重下滑。</p>\n<p><b>在市场更关注、与营收密切相关的指标——总订单额（Gross Bookings）方面，Uber二季度总订单额达到219亿美元的历史新高</b>，同比翻倍（增114%），比预期高出10亿美元。其中，移动出行总订单额为86亿美元，同比增184%；外卖及配送总订单额为129亿美元，同比增85%。</p>\n<p><img src=\"https://static.tigerbbs.com/71625ebd5929ee0b9067210f2309bdad\" tg-width=\"640\" tg-height=\"715\" referrerpolicy=\"no-referrer\"></p>\n<p>在盈利指标上，移动出行部门调整后EBITDA为盈利1.79亿美元，环比下降1.19亿美元，但同比增长1.29亿美元；外卖及配送部门调整后EBITDA为亏损1.61亿美元，较去年同期亏损收窄31%，也较今年一季度的同类亏损指标收窄3900万美元。</p>\n<p>此外，货运业务的收入为3.48亿美元，同比增65%，按照这一趋势的年化收入（run rate）将达14亿美元；调整后EBITDA为亏损4100万美元，较去年同期亏损收窄16%。</p>\n<p>公司强调，外卖与配送业务的总订单额在欧洲、中东和非洲市场实现了同比三位数的强劲增长，在北美、拉丁美洲和亚太地区也同比实现双位数百分比的可观增幅。移动出行业务的总订单额在初亚太地区均实现环比至少10%的增长，因印度疫情严重爆发而拖累亚太订单额环比下降了9%。</p>\n<p><img src=\"https://static.tigerbbs.com/feb01ed6a03cf554a872aa50217e222d\" tg-width=\"619\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p>\n<p>此前市场担心，Uber在后疫情时代必须加大招揽司机的奖励，才能应付供不应求的局面，这将有损利润。本次财报证实了这种努力的负面影响，即移动出行部门收入与总订单金额的比例（变现率，Take Rate）环比下降280个基点、同比骤降710个基点至18.7%，公司称这受到“在恢复司机可得领域的投资增加影响，尤其是在美国市场”。</p>\n<p>在其他用户指标方面，Uber没有提供确切的受雇司机人数，但表示其司机和快递员在二季度总收入 79 亿美元，同比增144%，超过总订单额同比114%的增幅。公司平台上实现15.1亿次出行，环比增4%、同比增105%，移动出行和外卖出行均实现环比增长。每月活跃平台消费者（MAPC）达到1.01 亿，环比增3%、同比增84%，平均每MAPC月花费72美元，同比环比均增长。</p>\n<p><b>多元化策略受华尔街青睐，关注Uber何时扭亏为盈和维持配送业务高增长</b></p>\n<p>投资者将特别关注Uber的网约车业务总预订量变化，该移动出行板块的总预订量是营收的一个关键指标，此前受到疫情期间叫车需求断崖式下跌和不少商家/公司被迫关门的严重打击。</p>\n<p>市场还关注Uber移动出行、外卖及配送和货运等多元化业务的综合表现，<b>在创立以来持续亏损了数十亿美元之后，目前一些关键业务指标已展现出扭亏为盈的迹象。</b></p>\n<p>券商Cowen分析师John Blackledge 指出，Uber核心网约车平台在每次出行的基础上已实现盈利，公司有望在全球多个快速增长的地区及相邻空间中获得并保持市场份额。公司计划以22.5亿美元收购物流科技公司Transplace有助于加速货运业务在明年四季度彻底扭亏的步伐。</p>\n<p>Uber首席执行官Dara Khosrowshahi曾在5月发布一季报时重申，仍有望在今年实现调整后的季度EBITDA（息税折旧摊销前利润）为正盈利，这一消息受到资本市场欢迎。</p>\n<p>但公司同时预警称，将斥资2.5亿美元开展司机奖励计划，因为随着新冠疫情在美国缓解，乘车需求的恢复速度超过了招揽新司机的能力，送餐需求也持续超过供给，这将压缩公司利润空间。</p>\n<p>有分析称，后疫情时代的合同工司机短缺预计将持续到今年三季度，威胁到Uber和Lyft等零工经济领头羊的业务复苏。两家公司急需找到长期解决方案，Uber北美司机运营主管Carrol Chang也承认这是一个值得“深刻反省和反思的问题”，给网约车商业模式带来很大不确定性。</p>\n<p><b>除了必须证明能够在不显著增加成本的基础上克服劳动力短缺问题，Uber还需要维持其外卖与配送业务的高速增长，</b>后者在疫情期间显著抵消了核心网约车业务的疲软。</p>\n<p>在上文提到的收购Transplace公司之外，Uber新近还与美国最大的连锁会员制仓储量贩店<a href=\"https://laohu8.com/S/COST\">好市多</a>（Costco）、全美最大食品药品零售商<a href=\"https://laohu8.com/S/ACI\">艾伯森</a>（Albertsons Companies）和花卉公司FTD达成合作关系，增加在日用杂货和更多预制食品、药品方面的配送业务。</p>\n<p><b>与专注移动出行的竞争对手Lyft相比，Uber这种“多条腿”走路的模式显然更被华尔街青睐。</b></p>\n<p>券商Gordon Haskett 分析师Robert Mollins便认为Uber未来12个月目标价为65美元，即可以再创历史新高，理由是其业务全面开花并持续深入消费者的日常生活，将在网约车和配送方面增加市场份额，有利于增强未来几年的营收和盈利能力：</p>\n<blockquote>\n “从短期来看，Uber移动出行业务乘上了经济重新开放的东风，而外卖及杂货配送业务可以抵御长期与疫情共存的背景，其货运业务价值也被低估，公司有望成为货运经纪行业的领导者。作为一种“超级一站式App”，Uber将跑赢专注打车业务的Lyft。”\n</blockquote>\n<p>在围绕网约车司机究竟被归类到“临时合同工”还是企业雇员的监管风险方面，分析师一方面承认网约车行业在全球范围内的监管压力增加，同时也认为美国一些州的政策利好于Uber。此前，越来越多的国家正要求将零工司机视为雇员，而雇员享有的一些工作福利会蚕食公司盈利。</p>\n<p>瑞穗证券分析师James Lee称，与英国在今年3月裁决把为Uber工作的驾驶员归类成公司雇员不同，美国纽约州和马萨诸塞州等关键州的零工劳动法谈判正以加州22号提案为蓝本，后者是加州选民去年通过的一项投票倡议，允许把为Uber等工作的零工工人视为独立合同工而非公司员工。</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Uber二季度调整后EBITDA亏损大于预期，盘后一度跌7%</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\">\nUber二季度调整后EBITDA亏损大于预期，盘后一度跌7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-05 04:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3637158><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月4日周三美股盘后，美国网约车巨头Uber（优步）公布了截止6月30日的2021财年第二季度财报。\n尽管当季总营收和利润均好于市场预期，但公司看重的盈利核心指标——调整后EBITDA仍录得亏损，且亏损规模高于预期，美股盘后跌7%，股价一度跌破39美元，如果延续至明日开盘将创去年11月以来的几个月最低。昨日财报称二季度首次扭亏的竞争对手Lyft也跟跌1%。Uber周三最深跌超3%，收跌超2%，报收...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3637158\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b431b6bf997a9b3e450c820d77b74d56","relate_stocks":{"UBER":"优步"},"source_url":"https://wallstreetcn.com/articles/3637158","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"2157483232","content_text":"8月4日周三美股盘后，美国网约车巨头Uber（优步）公布了截止6月30日的2021财年第二季度财报。\n尽管当季总营收和利润均好于市场预期，但公司看重的盈利核心指标——调整后EBITDA仍录得亏损，且亏损规模高于预期，美股盘后跌7%，股价一度跌破39美元，如果延续至明日开盘将创去年11月以来的几个月最低。昨日财报称二季度首次扭亏的竞争对手Lyft也跟跌1%。Uber周三最深跌超3%，收跌超2%，报收41.81美元，今年迄今累跌18%，跑输同期标普500指数大盘逾17%的涨幅，较2月10日所创历史最高64.05美元累跌近35%，深陷技术熊市。\n但去年Uber累涨71.5%，远跑赢标普同期涨幅16.3%，过去一年Uber总回报率近44%，也高于标普大盘的总回报率35.4%。其股价进入5月以来连续下滑，市场担心招募后疫情时代零工司机的困难或有损利润，据称大股东日本软银正考虑减持对Uber持股的1/3也对后者股价不利。\n不过，财报发布前，华尔街对Uber未来走势颇为乐观。在FactSet调查的37位分析师中，有32人给予“买入”评级，仅2人评级“卖出”，平均目标价69.53美元，代表还有66%的涨幅空间。\n营收结束同比四连跌，“炒股”收益实现意外净利润，重申年底有调整后EBITDA正盈利\n财报显示，今年二季度，Uber总营收为39.3亿美元，高于市场预期的37.5亿美元，环比增长35%，同比增长105%，按固定汇率计算为同比增长95%，即较去年同期接近翻倍。\n这代表Uber总营收已重回2019年二季度（疫情前）水平，也是自2020财年一季度以来首次同比增长，结束了去年二季度开启的连续四季同比下滑趋势，伴随核心网约车业务从疫情低点反弹。\n当季净利润11亿美元，得益于对滴滴和自动驾驶初创公司Aurora合计18.71亿美元的股权投资未实现收益推动。这令EPS为令人意外的每股收益58美分，此前市场预期为每股亏损51美分。\n但调整后EBITDA（息税折旧和摊销前收益）仍为亏损5.09亿美元，较一季度亏损扩大1.5亿美元，也高于市场预期的亏损3.25亿美元。不过，这较去年二季度亏损收窄3.28亿美元或收窄四成，自公司成立以来尚未调整后EBITDA正盈利，同时二季度的运营亏损为11.9亿美元。\n\n首席财务官Nelson Chai重申今年四季度能实现调整后EBITDA扭亏为盈的里程碑，预计三季度调整后EBITDA亏损将改善至不到1亿美元，并录得创纪录新高的220亿至240亿美元总预订额。\n公司CEO Dara Khosrowshahi 称，二季度“通过投资司机来投资复苏”并取得了很大进展，美国的月活跃司机和快递员从 2 月到 7 月增加了近 42万人，司机人数在二季度增加75%，90%的闲置司机称将于9月复工，同时使用移动出行和配送服务的消费者产生了近一半的总预定量。\n外卖配送收入和总订单额持续超过核心网约车服务，整体总订单额创纪录最高\nUber在财报中将主营业务分为网约车为主的移动出行（Mobility）、外卖及配送（Delivery）和货运（Freight）三大部分。\n今年二季度，外卖及配送收入再度超过移动出行业务，延续疫情以来的大趋势。其中，外卖及配送收入录得19.6亿美元，环比增13%、同比翻倍（增122%）；移动出行收入16.2亿美元，不计入英国第一季度将零工驾驶员归为雇员产生的历史索赔应计费用为环比增11%，同比增98%。\n分析称，共享出行直到去年疫情前都是Uber主要营收来源和核心业务，而公司从2014年试水、2016年正式推出的外卖配送正成为未来增长引擎。去年三季度，Uber的外卖业务收入曾连续两个季度超过核心打车业务收入，疫情中也正是外卖业务的增长部分抵消了打车业务的严重下滑。\n在市场更关注、与营收密切相关的指标——总订单额（Gross Bookings）方面，Uber二季度总订单额达到219亿美元的历史新高，同比翻倍（增114%），比预期高出10亿美元。其中，移动出行总订单额为86亿美元，同比增184%；外卖及配送总订单额为129亿美元，同比增85%。\n\n在盈利指标上，移动出行部门调整后EBITDA为盈利1.79亿美元，环比下降1.19亿美元，但同比增长1.29亿美元；外卖及配送部门调整后EBITDA为亏损1.61亿美元，较去年同期亏损收窄31%，也较今年一季度的同类亏损指标收窄3900万美元。\n此外，货运业务的收入为3.48亿美元，同比增65%，按照这一趋势的年化收入（run rate）将达14亿美元；调整后EBITDA为亏损4100万美元，较去年同期亏损收窄16%。\n公司强调，外卖与配送业务的总订单额在欧洲、中东和非洲市场实现了同比三位数的强劲增长，在北美、拉丁美洲和亚太地区也同比实现双位数百分比的可观增幅。移动出行业务的总订单额在初亚太地区均实现环比至少10%的增长，因印度疫情严重爆发而拖累亚太订单额环比下降了9%。\n\n此前市场担心，Uber在后疫情时代必须加大招揽司机的奖励，才能应付供不应求的局面，这将有损利润。本次财报证实了这种努力的负面影响，即移动出行部门收入与总订单金额的比例（变现率，Take Rate）环比下降280个基点、同比骤降710个基点至18.7%，公司称这受到“在恢复司机可得领域的投资增加影响，尤其是在美国市场”。\n在其他用户指标方面，Uber没有提供确切的受雇司机人数，但表示其司机和快递员在二季度总收入 79 亿美元，同比增144%，超过总订单额同比114%的增幅。公司平台上实现15.1亿次出行，环比增4%、同比增105%，移动出行和外卖出行均实现环比增长。每月活跃平台消费者（MAPC）达到1.01 亿，环比增3%、同比增84%，平均每MAPC月花费72美元，同比环比均增长。\n多元化策略受华尔街青睐，关注Uber何时扭亏为盈和维持配送业务高增长\n投资者将特别关注Uber的网约车业务总预订量变化，该移动出行板块的总预订量是营收的一个关键指标，此前受到疫情期间叫车需求断崖式下跌和不少商家/公司被迫关门的严重打击。\n市场还关注Uber移动出行、外卖及配送和货运等多元化业务的综合表现，在创立以来持续亏损了数十亿美元之后，目前一些关键业务指标已展现出扭亏为盈的迹象。\n券商Cowen分析师John Blackledge 指出，Uber核心网约车平台在每次出行的基础上已实现盈利，公司有望在全球多个快速增长的地区及相邻空间中获得并保持市场份额。公司计划以22.5亿美元收购物流科技公司Transplace有助于加速货运业务在明年四季度彻底扭亏的步伐。\nUber首席执行官Dara Khosrowshahi曾在5月发布一季报时重申，仍有望在今年实现调整后的季度EBITDA（息税折旧摊销前利润）为正盈利，这一消息受到资本市场欢迎。\n但公司同时预警称，将斥资2.5亿美元开展司机奖励计划，因为随着新冠疫情在美国缓解，乘车需求的恢复速度超过了招揽新司机的能力，送餐需求也持续超过供给，这将压缩公司利润空间。\n有分析称，后疫情时代的合同工司机短缺预计将持续到今年三季度，威胁到Uber和Lyft等零工经济领头羊的业务复苏。两家公司急需找到长期解决方案，Uber北美司机运营主管Carrol Chang也承认这是一个值得“深刻反省和反思的问题”，给网约车商业模式带来很大不确定性。\n除了必须证明能够在不显著增加成本的基础上克服劳动力短缺问题，Uber还需要维持其外卖与配送业务的高速增长，后者在疫情期间显著抵消了核心网约车业务的疲软。\n在上文提到的收购Transplace公司之外，Uber新近还与美国最大的连锁会员制仓储量贩店好市多（Costco）、全美最大食品药品零售商艾伯森（Albertsons Companies）和花卉公司FTD达成合作关系，增加在日用杂货和更多预制食品、药品方面的配送业务。\n与专注移动出行的竞争对手Lyft相比，Uber这种“多条腿”走路的模式显然更被华尔街青睐。\n券商Gordon Haskett 分析师Robert Mollins便认为Uber未来12个月目标价为65美元，即可以再创历史新高，理由是其业务全面开花并持续深入消费者的日常生活，将在网约车和配送方面增加市场份额，有利于增强未来几年的营收和盈利能力：\n\n “从短期来看，Uber移动出行业务乘上了经济重新开放的东风，而外卖及杂货配送业务可以抵御长期与疫情共存的背景，其货运业务价值也被低估，公司有望成为货运经纪行业的领导者。作为一种“超级一站式App”，Uber将跑赢专注打车业务的Lyft。”\n\n在围绕网约车司机究竟被归类到“临时合同工”还是企业雇员的监管风险方面，分析师一方面承认网约车行业在全球范围内的监管压力增加，同时也认为美国一些州的政策利好于Uber。此前，越来越多的国家正要求将零工司机视为雇员，而雇员享有的一些工作福利会蚕食公司盈利。\n瑞穗证券分析师James Lee称，与英国在今年3月裁决把为Uber工作的驾驶员归类成公司雇员不同，美国纽约州和马萨诸塞州等关键州的零工劳动法谈判正以加州22号提案为蓝本，后者是加州选民去年通过的一项投票倡议，允许把为Uber等工作的零工工人视为独立合同工而非公司员工。","news_type":1},"isVote":1,"tweetType":1,"viewCount":704,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159246981,"gmtCreate":1624972349843,"gmtModify":1703849107982,"author":{"id":"3586685133646434","authorId":"3586685133646434","name":"Manchow","avatar":"https://static.tigerbbs.com/cda2151b92a2084cddd613f7390d9696","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586685133646434","authorIdStr":"3586685133646434"},"themes":[],"htmlText":"Maybe can invest more in this&nbsp;","listText":"Maybe can invest more in this&nbsp;","text":"Maybe can invest more in this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159246981","repostId":"1179070037","repostType":4,"repost":{"id":"1179070037","kind":"news","pubTimestamp":1624969002,"share":"https://ttm.financial/m/news/1179070037?lang=&edition=fundamental","pubTime":"2021-06-29 20:16","market":"us","language":"en","title":"Goldman Sachs names General Electric a top idea, thinks price can jump 24%","url":"https://stock-news.laohu8.com/highlight/detail?id=1179070037","media":"CNBC","summary":"Goldman Sachs thinks there’s more to run in the cyclical trade and is naming General Electric a top ","content":"<div>\n<p>Goldman Sachs thinks there’s more to run in the cyclical trade and is naming General Electric a top large-cap idea.\n“We view GE as the ultimate self-help, re-opening levered story in Industrials,” ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/29/goldman-sachs-names-general-electric-a-top-stock-idea.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sachs names General Electric a top idea, thinks price can jump 24%</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\">\nGoldman Sachs names General Electric a top idea, thinks price can jump 24%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 20:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/29/goldman-sachs-names-general-electric-a-top-stock-idea.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs thinks there’s more to run in the cyclical trade and is naming General Electric a top large-cap idea.\n“We view GE as the ultimate self-help, re-opening levered story in Industrials,” ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/29/goldman-sachs-names-general-electric-a-top-stock-idea.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GE":"GE航空航天"},"source_url":"https://www.cnbc.com/2021/06/29/goldman-sachs-names-general-electric-a-top-stock-idea.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1179070037","content_text":"Goldman Sachs thinks there’s more to run in the cyclical trade and is naming General Electric a top large-cap idea.\n“We view GE as the ultimate self-help, re-opening levered story in Industrials,” Goldman Sachs’ Joe Ritchie said in a note released Tuesday.\nThe investment bank is maintaining its buy rating and $16 price target rating on shares of GE. The firm’s price target implies an upside of 24% to the stock’s closing price of $12.89 on Monday.\nGoldman Sachs believes General Electric is well-positioned to benefit from a shift into mid-to-late cycle markets like aerospace.\n“This is one of the best backdrops we’ve seen for Industrials over the past decade. Inventories are at historically low levels, growth has been negative for two years, stimulus is on the way and moderate inflation is generally good for cyclicals,” Richie said.\nGoldman Sachs’ call comes as lawmakers in Washington are reaching a bipartisan deal on infrastructure stimulus.\nIn order for General Electric’s stock to outperform peers, growth is key, according to Goldman Sachs.\nGoldman Sachs notes that General Electric is the “most rate sensitive stock” in its coverage. The firm predicts rates to rise to 1.9% by the end of 2021. The 10-year Treasury yield was trading around 1.48% on Tuesday.\nGeneral Electric shares are down 8.3% in June as investors moved away from cyclical stocks and into growth names, but are up 19.4% this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939285463,"gmtCreate":1662116722953,"gmtModify":1676537001524,"author":{"id":"3586685133646434","authorId":"3586685133646434","name":"Manchow","avatar":"https://static.tigerbbs.com/cda2151b92a2084cddd613f7390d9696","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586685133646434","authorIdStr":"3586685133646434"},"themes":[],"htmlText":"[得意]&nbsp;","listText":"[得意]&nbsp;","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939285463","repostId":"9939015266","repostType":1,"repost":{"id":9939015266,"gmtCreate":1662021067719,"gmtModify":1676536627174,"author":{"id":"3491416357875149","authorId":"3491416357875149","name":"Owen_Tradinghouse","avatar":"https://static.tigerbbs.com/e18f8a3a764631dcc921c6316d840259","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3491416357875149","authorIdStr":"3491416357875149"},"themes":[],"title":"What is the relationship between Treasury yields and U.S. stocks","htmlText":"There is no doubt that for a long time to come, the source of global market fluctuations will come from the US bond market.Just last week Powell warnedAfter \"the Federal Reserve will adopt restrictive monetary policy to curb high inflation for a period of time and will not relax monetary conditions prematurely\",The two-year US bond yield immediately rose above 3.4%, reaching the highest level since the global financial crisis. This key change has become a very obvious signal light for the future US stock market crash.This is a comparison between the year-on-year increase of US inflation rate (red line) and the trend of 2-year US bond yield (black line).Obviously, Even though the yield of US bonds has soared in the past two years, The short-term interest rate increase triggered by the Feder","listText":"There is no doubt that for a long time to come, the source of global market fluctuations will come from the US bond market.Just last week Powell warnedAfter \"the Federal Reserve will adopt restrictive monetary policy to curb high inflation for a period of time and will not relax monetary conditions prematurely\",The two-year US bond yield immediately rose above 3.4%, reaching the highest level since the global financial crisis. This key change has become a very obvious signal light for the future US stock market crash.This is a comparison between the year-on-year increase of US inflation rate (red line) and the trend of 2-year US bond yield (black line).Obviously, Even though the yield of US bonds has soared in the past two years, The short-term interest rate increase triggered by the Feder","text":"There is no doubt that for a long time to come, the source of global market fluctuations will come from the US bond market.Just last week Powell warnedAfter \"the Federal Reserve will adopt restrictive monetary policy to curb high inflation for a period of time and will not relax monetary conditions prematurely\",The two-year US bond yield immediately rose above 3.4%, reaching the highest level since the global financial crisis. This key change has become a very obvious signal light for the future US stock market crash.This is a comparison between the year-on-year increase of US inflation rate (red line) and the trend of 2-year US bond yield (black line).Obviously, Even though the yield of US bonds has soared in the past two years, The short-term interest rate increase triggered by the Feder","images":[{"img":"https://static.tigerbbs.com/34045d2cd6ebf26f51189f17851968c0","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/b33c3fd609e8ad8bbde21148ff860791","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/01eff9c543a6e4dd1bda61a0d9e38322","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939015266","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808311928,"gmtCreate":1627556343664,"gmtModify":1703492301840,"author":{"id":"3586685133646434","authorId":"3586685133646434","name":"Manchow","avatar":"https://static.tigerbbs.com/cda2151b92a2084cddd613f7390d9696","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586685133646434","authorIdStr":"3586685133646434"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808311928","repostId":"1147448167","repostType":4,"isVote":1,"tweetType":1,"viewCount":694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159270938,"gmtCreate":1624972559824,"gmtModify":1703849114625,"author":{"id":"3586685133646434","authorId":"3586685133646434","name":"Manchow","avatar":"https://static.tigerbbs.com/cda2151b92a2084cddd613f7390d9696","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586685133646434","authorIdStr":"3586685133646434"},"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/159270938","repostId":"1179070037","repostType":4,"isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}