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2021-06-30

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In the first half of the year, these 11 biopharmaceutical companies invested in by Hillhouse Capital officially went public.

2021-06-30

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Opening: Nasdaq and S&P 500 hit new all-time highs, with blockchain sectors generally rising.

2021-06-30

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The US stock market in the first half of the year was "still running, still dancing, still jumping," but everyone was preparing to run.

2021-06-30

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Smartwatches: The IoAI War Between Apple, Google, Huawei, and Xiaomi

2021-06-30

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Dingdong Maicai officially listed on the New York Stock Exchange, opening up 21% on its first day.

2021-06-28

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Pre-market: Surged 54%! Goldman Sachs "goes crazy bullish" on a gene compilation company

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In terms of the types of companies they invest in, science and technology innovation companies with strong innovation and R&D capabilities and in their early stages are more favored.</p><p>Public information shows that since 2021, 11 biopharmaceutical companies invested in by Hillhouse Capital have officially IPOed on different stock exchanges. Looking at the 11 IPO projects, all of them are technology innovation-driven companies. Among them, there are 7 emerging companies focusing on innovative therapies, and their research fields include cell therapy, innovative ophthalmic drugs, autoimmune diseases, etc. This article will share basic information about these 7 companies for readers' reference only.</p><p>1. CARsgen Pharmaceuticals</p><p>Research Area: Cell Therapy</p><p>CARsgen is a clinical-stage biopharmaceutical company focused on innovative cell therapies for the treatment of solid tumors and hematological malignancies. Since its inception, CARsgen has been developing innovative and differentiated innovative products with a focus on CAR-T cell therapy. Public information shows that the company's CAR-T candidate products are evidence-based novel tumor-associated antigens and have been carefully designed and optimized to reduce the common side effects of existing CAR-T therapies. In June 2021, CARsgen was officially listed on the Hong Kong Stock Exchange.<img src=\"https://static.tigerbbs.com/0718a4dbb06171c8ac471c5b084ded19\" tg-width=\"345\" tg-height=\"129\" referrerpolicy=\"no-referrer\">It is reported that CARsgen Pharmaceuticals has now established a pipeline containing 11 candidate products, and 6 of them are in the clinical development stage. Among them, BCMA-targeted CAR-T therapy CT053 has been granted regenerative medicine advanced therapy designation (RMAT) and orphan drug designation by the FDA, priority drug designation (PRIME) and orphan drug designation by the European Medicines Agency (EMA), and China National Medical Products Administration (NMPA) granted breakthrough therapeutic varieties. In addition, the company's products under development also include CLDN18.2 targeted CAR-T products, autologous CAR-T candidate products targeting phosphatidylinositol proteoglycan-3 (GPC3), etc.</p><p>2. Century Therapeutics</p><p>Research Area: Cell Therapy</p><p>Century Therapeutics is committed to utilizing the potential of adult stem cells to develop cell therapy products for the treatment of cancer to overcome the limitations of first-generation cell therapy. The company's technology platform relies on induced pluripotent stem cells (iPSCs) with unlimited self-renewal capabilities. This technology creates a master cell bank through multiple rounds of cell engineering. These cells can expand and differentiate into immune effector cells, thereby providing a large number of allogeneic and homologous therapeutic products. In June 2021, the company went public on Nasdaq.<img src=\"https://static.tigerbbs.com/ebdab209c719a1865a19e7329210a703\" tg-width=\"570\" tg-height=\"190\" referrerpolicy=\"no-referrer\">According to reports, Century Therapeutics' preclinical research and development projects include a variety of induced pluripotent stem cell-derived CAR-iT and CAR-iNK cell products, which are intended to be developed for the treatment of blood cancers and solid tumors. Among them, the drug candidate CNTY-101 is an allogeneic, iPSC-derived CAR-iNK cell therapy, which is planned to be developed for the treatment of relapsed/refractory B-cell lymphoma. The drug candidate CNTY-103 is a CAR-iNK candidate targeting CD133/EGFR and is intended for the treatment of recurrent glioblastoma (GBM). In addition, the company is also developing drug candidates for the treatment of relapsed/refractory B-cell lymphoma, acute myeloid leukemia (AML) and other diseases.</p><p>3. Lyell Immunopharma</p><p>Research Area: Cell Therapy</p><p>Lyell Immunopharma aims to develop solid tumor T cell therapy with \"cure\" potential by \"reprogramming\" T cells. In June 2021, the company officially listed on Nasdaq. Lyell believes that T cell therapy faces two major obstacles in the treatment of solid tumors: First, T cell depletion causes it to lose its function of killing tumor cells; Second, the stem cell characteristics of T cells are not durable enough, resulting in limited ability of T cell therapy to continuously proliferate and renew. Lyell is applying its proprietary ex vivo genetic and epigenetic reprogramming technology platforms Gen-R and Epi-R to address these barriers to develop innovative therapies.<img src=\"https://static.tigerbbs.com/156517955166f0a82d8bd8c0e03602f3\" tg-width=\"200\" tg-height=\"200\" referrerpolicy=\"no-referrer\">According to reports, LYL797 developed by Lyell is a CAR-T therapy under development targeting the ROR1 antigen. The product adds a safety switch based on the optimized epidermal growth factor receptor (EGFR) and is intended to be developed for the treatment of ROR1-expressing non-small cell lung cancer, triple-negative breast cancer and other cancers. Another product candidate, LYL845, is an autologous tumor-infiltrating lymphocyte (TIL) therapy that is expected to treat a variety of solid tumors. In addition, the company is also collaborating with GlaxoSmithKline (GSK) to develop TCR-T cell therapy targeting NY-ESO-1.</p><p>4. Talaris Therapeutics</p><p>Research Area: Cell Therapy</p><p>Talaris Therapeutics is committed to developing treatments through one-time cell therapy to permanently solve the problem that organ transplant patients need to receive long-term immunosuppressive therapy. In May 2021, the company went public on Nasdaq.<img src=\"https://static.tigerbbs.com/94382e61a569a56d90efdf9e700b4aa4\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\">The side effects of long-term use of immunosuppressive drugs made Dr. Suzanne Ildstad, the founder of Talaris, determined to develop an innovative therapy to improve the body's immune tolerance. Her research found that there are facilitating cells in the bone marrow. These cells are different from stem cells. They can help stem cells transplanted into the host migrate into the bone marrow, where immune cells and other blood cells are produced. In addition, promoting cells can also enhance the host's immune tolerance and reduce the risk of graft-versus-host disease (GVHD). According to reports, the cell therapy FCR001 developed by Talaris has entered the late clinical trial stage, and is intended to be developed to treat patients who have previously received living donor kidney transplantation, patients with severe autoimmune diseases, etc. Previously, the FDA had granted FCR001 orphan drug designation and regenerative medicine advanced therapy designation (RMAT).</p><p>5. Zhaoke Ophthalmology</p><p>Research field: Innovative ophthalmic drugs</p><p>Zhaoke Eye Hospital is dedicated to the discovery, development and commercialization of ophthalmic therapies. Through independent development or licensed introduction, Zhaoke Ophthalmology has established a comprehensive ophthalmic drug pipeline comprising 25 drug candidates (including 13 innovative drugs and 12 generic drugs), covering most major ophthalmic indications affecting the anterior and posterior segments of the eye. In April 2021, Zhaoke Eye Hospital was officially listed on the Hong Kong Stock Exchange.</p><p><img src=\"https://static.tigerbbs.com/d46d549a89fd16eba51aeeef02ba7eab\" tg-width=\"640\" tg-height=\"177\" referrerpolicy=\"no-referrer\"></p><p>It is reported that Zhaoke Ophthalmology's initial research and development focuses on five major ophthalmological indications in China: dry eye disease (DED), wet age-related macular degeneration (wAMD), diabetic macular edema (DME), myopia, and glaucoma. Due to the presence of multiple pathological processes, the development of many ophthalmic diseases is divided into multiple stages. Therefore, most ophthalmic diseases are heterogeneous diseases. For different ophthalmic indications, Zhaoke Ophthalmology's development strategy is to select and develop multiple drug candidates with different mechanisms of action, hoping to bring flexible treatment options to patients through monotherapy or combination administration.</p><p>6. Design Therapeutics</p><p>Research area: Autoimmune diseases</p><p>Design Therapeutics is committed to developing drugs to treat severe degenerative diseases caused by nucleotide repeat amplification. The company was listed on Nasdaq in March 2021. Nucleotide repeat diseases are a class of genetic diseases caused by the repeated amplification of certain short sequences of genes. Depending on their location, repeated sequences may lead to alterations in the regulation of gene expression or produce toxic gene products, which are considered important factors in causing degenerative diseases.</p><p><img src=\"https://static.tigerbbs.com/bea91a3c2d92095a7a6f6b3a4d4c8a53\" tg-width=\"640\" tg-height=\"187\" referrerpolicy=\"no-referrer\">According to Design Therapeutics' official website, the company currently has two main research projects. One of the research projects is aimed at patients with Friedreich's ataxia (FA). FA is the most common type of hereditary ataxia. Due to mutations in the FXN gene, the production of frataxin is limited, which in turn leads to various debilitating symptoms and complications. Another research project targets the indication of myotonic dystrophy type-1 (DM1). DM1 is a single-gene, autosomal dominant, progressive neuromuscular disease caused by mutations in the DMPK gene that affects skeletal muscle, heart, brain, and other organs. The main features of the disease include muscle weakness, myotonia (slow muscle relaxation), and early cataracts. In addition, affected individuals often experience arrhythmias and changes in neuropsychological function.</p><p>7、Instil Bio</p><p>Research Area: Cell Therapy</p><p>Instil Bio is a global clinical-stage cell therapy company dedicated to developing tumor-infiltrating lymphocyte therapies for the treatment of cancer. The company was listed on NASDAQ in March 2021. According to information on Instil Bio's official website, the company's fastest-progressing product under development is ITIL-168, and its clinical trial for the treatment of advanced melanoma has entered the phase 1 clinical trial stage. In addition, ITIL-168 is also planned to be developed for the treatment of indications such as cutaneous squamous cell carcinoma (CSCC), non-small cell lung cancer (NSCLC) and cervical cancer.<img src=\"https://static.tigerbbs.com/10d035fb5dbb022afd385010f2bad15c\" tg-width=\"575\" tg-height=\"269\" referrerpolicy=\"no-referrer\">In addition to the aforementioned companies, Hillhouse Capital's investments in Nanomicro Technology (research field: nanospheres), Times Angel (research field: oral devices), Xintong Medical (research field: heart valves), and Beikang Medical (research field: in vitro diagnostics) have also IPOed this year. Due to space limitations, this article will not introduce them one by one.</p><p>Currently, Hillhouse Capital's IPO focus in 2021 is mainly on innovative drugs for next-generation gene therapy and cell therapy. In terms of the types of companies they invest in, science and technology innovation companies with strong innovation and R&D capabilities and in their early stages are more favored. Hillhouse Capital has made multiple rounds of investments in most of these projects and is a long-term supporter of these companies.</p><p>We hope that these companies, with the help of capital, can launch their innovative products to the market as soon as possible, benefiting human health.</p>","source":"lsy1593326364857","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>In the first half of the year, these 11 biopharmaceutical companies invested in by Hillhouse Capital officially went public.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nIn the first half of the year, these 11 biopharmaceutical companies invested in by Hillhouse Capital officially went public.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">医药观澜</strong><span class=\"h-time small\">2021-06-29 21:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In 2021, Hillhouse Capital's IPO focused on innovative drugs for next-generation gene therapy and cell therapy. In terms of the types of companies they invest in, science and technology innovation companies with strong innovation and R&D capabilities and in their early stages are more favored.</p><p>Public information shows that since 2021, 11 biopharmaceutical companies invested in by Hillhouse Capital have officially IPOed on different stock exchanges. Looking at the 11 IPO projects, all of them are technology innovation-driven companies. Among them, there are 7 emerging companies focusing on innovative therapies, and their research fields include cell therapy, innovative ophthalmic drugs, autoimmune diseases, etc. This article will share basic information about these 7 companies for readers' reference only.</p><p>1. CARsgen Pharmaceuticals</p><p>Research Area: Cell Therapy</p><p>CARsgen is a clinical-stage biopharmaceutical company focused on innovative cell therapies for the treatment of solid tumors and hematological malignancies. Since its inception, CARsgen has been developing innovative and differentiated innovative products with a focus on CAR-T cell therapy. Public information shows that the company's CAR-T candidate products are evidence-based novel tumor-associated antigens and have been carefully designed and optimized to reduce the common side effects of existing CAR-T therapies. In June 2021, CARsgen was officially listed on the Hong Kong Stock Exchange.<img src=\"https://static.tigerbbs.com/0718a4dbb06171c8ac471c5b084ded19\" tg-width=\"345\" tg-height=\"129\" referrerpolicy=\"no-referrer\">It is reported that CARsgen Pharmaceuticals has now established a pipeline containing 11 candidate products, and 6 of them are in the clinical development stage. Among them, BCMA-targeted CAR-T therapy CT053 has been granted regenerative medicine advanced therapy designation (RMAT) and orphan drug designation by the FDA, priority drug designation (PRIME) and orphan drug designation by the European Medicines Agency (EMA), and China National Medical Products Administration (NMPA) granted breakthrough therapeutic varieties. In addition, the company's products under development also include CLDN18.2 targeted CAR-T products, autologous CAR-T candidate products targeting phosphatidylinositol proteoglycan-3 (GPC3), etc.</p><p>2. Century Therapeutics</p><p>Research Area: Cell Therapy</p><p>Century Therapeutics is committed to utilizing the potential of adult stem cells to develop cell therapy products for the treatment of cancer to overcome the limitations of first-generation cell therapy. The company's technology platform relies on induced pluripotent stem cells (iPSCs) with unlimited self-renewal capabilities. This technology creates a master cell bank through multiple rounds of cell engineering. These cells can expand and differentiate into immune effector cells, thereby providing a large number of allogeneic and homologous therapeutic products. In June 2021, the company went public on Nasdaq.<img src=\"https://static.tigerbbs.com/ebdab209c719a1865a19e7329210a703\" tg-width=\"570\" tg-height=\"190\" referrerpolicy=\"no-referrer\">According to reports, Century Therapeutics' preclinical research and development projects include a variety of induced pluripotent stem cell-derived CAR-iT and CAR-iNK cell products, which are intended to be developed for the treatment of blood cancers and solid tumors. Among them, the drug candidate CNTY-101 is an allogeneic, iPSC-derived CAR-iNK cell therapy, which is planned to be developed for the treatment of relapsed/refractory B-cell lymphoma. The drug candidate CNTY-103 is a CAR-iNK candidate targeting CD133/EGFR and is intended for the treatment of recurrent glioblastoma (GBM). In addition, the company is also developing drug candidates for the treatment of relapsed/refractory B-cell lymphoma, acute myeloid leukemia (AML) and other diseases.</p><p>3. Lyell Immunopharma</p><p>Research Area: Cell Therapy</p><p>Lyell Immunopharma aims to develop solid tumor T cell therapy with \"cure\" potential by \"reprogramming\" T cells. In June 2021, the company officially listed on Nasdaq. Lyell believes that T cell therapy faces two major obstacles in the treatment of solid tumors: First, T cell depletion causes it to lose its function of killing tumor cells; Second, the stem cell characteristics of T cells are not durable enough, resulting in limited ability of T cell therapy to continuously proliferate and renew. Lyell is applying its proprietary ex vivo genetic and epigenetic reprogramming technology platforms Gen-R and Epi-R to address these barriers to develop innovative therapies.<img src=\"https://static.tigerbbs.com/156517955166f0a82d8bd8c0e03602f3\" tg-width=\"200\" tg-height=\"200\" referrerpolicy=\"no-referrer\">According to reports, LYL797 developed by Lyell is a CAR-T therapy under development targeting the ROR1 antigen. The product adds a safety switch based on the optimized epidermal growth factor receptor (EGFR) and is intended to be developed for the treatment of ROR1-expressing non-small cell lung cancer, triple-negative breast cancer and other cancers. Another product candidate, LYL845, is an autologous tumor-infiltrating lymphocyte (TIL) therapy that is expected to treat a variety of solid tumors. In addition, the company is also collaborating with GlaxoSmithKline (GSK) to develop TCR-T cell therapy targeting NY-ESO-1.</p><p>4. Talaris Therapeutics</p><p>Research Area: Cell Therapy</p><p>Talaris Therapeutics is committed to developing treatments through one-time cell therapy to permanently solve the problem that organ transplant patients need to receive long-term immunosuppressive therapy. In May 2021, the company went public on Nasdaq.<img src=\"https://static.tigerbbs.com/94382e61a569a56d90efdf9e700b4aa4\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\">The side effects of long-term use of immunosuppressive drugs made Dr. Suzanne Ildstad, the founder of Talaris, determined to develop an innovative therapy to improve the body's immune tolerance. Her research found that there are facilitating cells in the bone marrow. These cells are different from stem cells. They can help stem cells transplanted into the host migrate into the bone marrow, where immune cells and other blood cells are produced. In addition, promoting cells can also enhance the host's immune tolerance and reduce the risk of graft-versus-host disease (GVHD). According to reports, the cell therapy FCR001 developed by Talaris has entered the late clinical trial stage, and is intended to be developed to treat patients who have previously received living donor kidney transplantation, patients with severe autoimmune diseases, etc. Previously, the FDA had granted FCR001 orphan drug designation and regenerative medicine advanced therapy designation (RMAT).</p><p>5. Zhaoke Ophthalmology</p><p>Research field: Innovative ophthalmic drugs</p><p>Zhaoke Eye Hospital is dedicated to the discovery, development and commercialization of ophthalmic therapies. Through independent development or licensed introduction, Zhaoke Ophthalmology has established a comprehensive ophthalmic drug pipeline comprising 25 drug candidates (including 13 innovative drugs and 12 generic drugs), covering most major ophthalmic indications affecting the anterior and posterior segments of the eye. In April 2021, Zhaoke Eye Hospital was officially listed on the Hong Kong Stock Exchange.</p><p><img src=\"https://static.tigerbbs.com/d46d549a89fd16eba51aeeef02ba7eab\" tg-width=\"640\" tg-height=\"177\" referrerpolicy=\"no-referrer\"></p><p>It is reported that Zhaoke Ophthalmology's initial research and development focuses on five major ophthalmological indications in China: dry eye disease (DED), wet age-related macular degeneration (wAMD), diabetic macular edema (DME), myopia, and glaucoma. Due to the presence of multiple pathological processes, the development of many ophthalmic diseases is divided into multiple stages. Therefore, most ophthalmic diseases are heterogeneous diseases. For different ophthalmic indications, Zhaoke Ophthalmology's development strategy is to select and develop multiple drug candidates with different mechanisms of action, hoping to bring flexible treatment options to patients through monotherapy or combination administration.</p><p>6. Design Therapeutics</p><p>Research area: Autoimmune diseases</p><p>Design Therapeutics is committed to developing drugs to treat severe degenerative diseases caused by nucleotide repeat amplification. The company was listed on Nasdaq in March 2021. Nucleotide repeat diseases are a class of genetic diseases caused by the repeated amplification of certain short sequences of genes. Depending on their location, repeated sequences may lead to alterations in the regulation of gene expression or produce toxic gene products, which are considered important factors in causing degenerative diseases.</p><p><img src=\"https://static.tigerbbs.com/bea91a3c2d92095a7a6f6b3a4d4c8a53\" tg-width=\"640\" tg-height=\"187\" referrerpolicy=\"no-referrer\">According to Design Therapeutics' official website, the company currently has two main research projects. One of the research projects is aimed at patients with Friedreich's ataxia (FA). FA is the most common type of hereditary ataxia. Due to mutations in the FXN gene, the production of frataxin is limited, which in turn leads to various debilitating symptoms and complications. Another research project targets the indication of myotonic dystrophy type-1 (DM1). DM1 is a single-gene, autosomal dominant, progressive neuromuscular disease caused by mutations in the DMPK gene that affects skeletal muscle, heart, brain, and other organs. The main features of the disease include muscle weakness, myotonia (slow muscle relaxation), and early cataracts. In addition, affected individuals often experience arrhythmias and changes in neuropsychological function.</p><p>7、Instil Bio</p><p>Research Area: Cell Therapy</p><p>Instil Bio is a global clinical-stage cell therapy company dedicated to developing tumor-infiltrating lymphocyte therapies for the treatment of cancer. The company was listed on NASDAQ in March 2021. According to information on Instil Bio's official website, the company's fastest-progressing product under development is ITIL-168, and its clinical trial for the treatment of advanced melanoma has entered the phase 1 clinical trial stage. In addition, ITIL-168 is also planned to be developed for the treatment of indications such as cutaneous squamous cell carcinoma (CSCC), non-small cell lung cancer (NSCLC) and cervical cancer.<img src=\"https://static.tigerbbs.com/10d035fb5dbb022afd385010f2bad15c\" tg-width=\"575\" tg-height=\"269\" referrerpolicy=\"no-referrer\">In addition to the aforementioned companies, Hillhouse Capital's investments in Nanomicro Technology (research field: nanospheres), Times Angel (research field: oral devices), Xintong Medical (research field: heart valves), and Beikang Medical (research field: in vitro diagnostics) have also IPOed this year. Due to space limitations, this article will not introduce them one by one.</p><p>Currently, Hillhouse Capital's IPO focus in 2021 is mainly on innovative drugs for next-generation gene therapy and cell therapy. In terms of the types of companies they invest in, science and technology innovation companies with strong innovation and R&D capabilities and in their early stages are more favored. Hillhouse Capital has made multiple rounds of investments in most of these projects and is a long-term supporter of these companies.</p><p>We hope that these companies, with the help of capital, can launch their innovative products to the market as soon as possible, benefiting human health.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3634131\">医药观澜</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/890dd2dfb205aa8aa1d140672304b3c8","relate_stocks":{"02171":"科济药业-B","IPSC":"Century Therapeutics, Inc."},"source_url":"https://wallstreetcn.com/articles/3634131","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102942162","content_text":"2021年高瓴的IPO方向以新一代基因治疗、细胞疗法的创新药为主。就其投资的企业类型来看，创新研发能力强、处于早期阶段的科创企业更受青睐。\n公开资料显示，2021年以来，已经有11家高瓴投资的生物医药企业，在不同的证券交易所正式IPO。纵观11个IPO项目，均为科技创新驱动型公司。其中，有7家专注创新疗法的新锐公司，他们的研究领域包括细胞治疗、眼科创新药物、自身免疫疾病等等。本文将分享这7家公司的基本信息，仅供读者参阅。\n1、科济药业\n研究领域：细胞治疗\n科济药业是一家临床阶段的生物医药公司，专注于治疗实体瘤和血液恶性肿瘤的创新细胞疗法。自成立以来，科济药业一直在研发以CAR-T细胞疗法为重点的创新及差异化创新产品。公开资料显示，该公司CAR-T候选产品循证新型肿瘤相关抗原，并经过精心设计和优化，以减少现有CAR-T疗法常见的副作用。2021年6月，科济药业正式在港交所挂牌。据悉，科济药业现已建立一条包含11款候选产品的在研管线，且6款正处于临床开发阶段。其中，BCMA靶向CAR-T疗法CT053曾获FDA授予的再生医学先进疗法认定（RMAT）和孤儿药资格，欧洲药品管理局（EMA）授予的优先药物资格（PRIME）和孤儿药资格，以及中国国家药监局（NMPA）授予的突破性治疗品种。此外，该公司的在研产品还包括CLDN18.2靶向CAR-T产品、靶向磷脂酰肌醇蛋白聚糖-3（GPC3）的自体CAR-T候选产品等等。\n2、Century Therapeutics\n研究领域：细胞治疗\nCentury Therapeutics致力于利用成体干细胞的潜力，开发治疗癌症的细胞疗法产品，以克服第一代细胞疗法的局限性。该公司的技术平台依托于具有无限自我更新能力的诱导多能干细胞（iPSC）。该技术通过多轮细胞工程来创建主细胞库，这些细胞可扩展和分化成免疫效应细胞，从而提供大量同种异体、同源的治疗产品。2021年6月，该公司在纳斯达克上市。据介绍，Century Therapeutics公司的临床前研发项目包括多种诱导多能干细胞衍生的CAR-iT和CAR-iNK细胞产品，拟开发用于治疗血液癌症和实体瘤。其中，候选药物CNTY-101是一种同种异体、iPSC衍生的CAR-iNK细胞疗法，拟开发用于治疗复发性/难治性B细胞淋巴瘤。候选药物CNTY-103为靶向CD133/EGFR的CAR-iNK候选物，拟用于治疗复发性胶质母细胞瘤（GBM）。此外，该公司还在开发用于治疗复发性/难治性B细胞淋巴瘤、急性髓系白血病（AML）等疾病的候选药物。\n3、Lyell Immunopharma\n研究领域：细胞治疗\nLyell Immunopharma旨在通过对T细胞进行“重编程”（reprogramming），开发具有“治愈”潜力的实体瘤T细胞疗法。2021年6月，该公司正式登陆纳斯达克。Lyell公司认为，T细胞疗法在治疗实体瘤治疗方面主要面临两大障碍：一是，T细胞耗竭导致其失去杀伤肿瘤细胞的功能；二是，T细胞的干细胞特征不够持久，导致T细胞疗法的持续增殖和更新能力有限。Lyell公司正在应用其专有的离体遗传和表观遗传重编程技术平台Gen-R和Epi-R来解决这些障碍，以开发创新疗法。据介绍，Lyell公司开发的LYL797是一款靶向ROR1抗原的在研CAR-T疗法，该产品添加了一个基于优化的表皮生长因子受体（EGFR）的安全开关，拟开发用于治疗表达ROR1的非小细胞肺癌、三阴性乳腺癌等癌症。另一款候选产品LYL845是一种自体肿瘤浸润淋巴细胞（TIL）疗法，有望治疗多种实体瘤。此外，该公司还在与葛兰素史克（GSK）合作开发靶向NY-ESO-1的TCR-T细胞疗法。\n4、Talaris Therapeutics\n研究领域：细胞治疗\nTalaris Therapeutics致力于开发通过一次性细胞疗法的治疗，永久性解决器官移植患者需要接受长期免疫抑制疗法的难题。2021年5月，该公司在纳斯达克上市。长期服用免疫抑制药物的副作用，让Talaris公司的创始人Suzanne Ildstad博士决心开发一种提高机体免疫耐受力的创新疗法。她的研究发现骨髓中存在一种促进细胞（facilitating cell），这些细胞与干细胞不同，它们能够帮助移植到宿主体内的干细胞迁移到骨髓中，在那里生成免疫细胞和其它血细胞。此外，促进细胞还能够增强宿主的免疫耐受能力，降低移植物抗宿主病（GVHD）产生的风险。据介绍，Talaris公司开发的在研细胞疗法FCR001已进入后期临床试验阶段，拟开发治疗以前接受活体供体肾脏移植的患者、重度自身免疫性疾病患者等。此前，FDA已授予FCR001孤儿药资格和再生医学先进疗法认定（RMAT）。\n5、兆科眼科\n研究领域：眼科创新药\n兆科眼科致力于发现、开发及商业化眼科疗法。通过自主开发或许可引进，兆科眼科已建立起一条包含25种候选药物（包含13种创新药和12种仿制药）的全面眼科药物管线，涵盖影响眼前节及眼后节的多数主要眼科适应症。2021年4月，兆科眼科正式在港交所上市。\n\n据悉，兆科眼科初步研发重心聚焦中国五大眼科适应症上，即干眼症(DED)、湿性老年黄斑部病变(wAMD)、糖尿病黄斑水肿(DME)、近视眼以及青光眼。由于存在多种病理过程，许多眼科疾病的发展分多个阶段。因此，大部分眼科疾病属于异质性疾病。对于不同的眼科适应症，兆科眼科的开发策略是选择开发具有不同作用机制的多种候选药物，希望通过单一疗法或联合给药，给患者带来灵活的治疗选择。\n6、Design Therapeutics\n研究领域：自身免疫疾病\nDesign Therapeutics致力于开发治疗由核苷酸重复序列扩增引起的严重退行性疾病的药物，该公司于2021年3月在纳斯达克上市。核苷酸重复序列疾病是由基因的某些短序列重复扩增而引起的一类遗传性疾病。根据其所处位置，重复序列可能会导致基因表达调控的改变或产生有毒的基因产物，它们被认为是造成退行性疾病的重要因素。\n根据Design Therapeutics官网，该公司目前有两个主要研究项目。其中一个研究项目针对的适应症为Friedreich共济失调（Friedreich’s ataxia，FA）患者。FA是一种最常见的遗传性共济失调类型，由于FXN基因的突变，限制了共济蛋白（frataxin）的产生，进而导致各种衰弱的症状和并发症。另一个研究项目针对的适应症为强直性肌营养不良1型(myotonic dystrophy type-1，DM1)。DM1是一种单基因、常染色体显性遗传、进行性神经肌肉疾病，由DMPK基因突变引起，影响骨骼肌、心脏、大脑和其他器官。该病的主要特征包括肌肉无力、肌强直（肌肉松弛缓慢）和早期白内障。此外，受影响的个体经常会出现心律失常和神经心理功能的变化。\n7、Instil Bio\n研究领域：细胞治疗\nInstil Bio是一家全球性的临床阶段细胞疗法公司，致力于开发治疗癌症的肿瘤浸润淋巴细胞疗法，该公司于2021年3月在纳斯达克上市。Instil Bio官网信息显示，该公司研究进度最快的在研产品为ITIL-168，其治疗晚期黑色素瘤的临床试验已处于1期临床试验阶段。此外，ITIL-168还拟被开发用于治疗皮肤鳞状细胞癌（CSCC）、非小细胞肺癌（NSCLC）和宫颈癌等适应症。除了上述企业，高瓴投资的纳微科技（研究领域：纳米微球）、时代天使（研究领域：口腔器械）、心通医疗（研究领域：心脏瓣膜）、贝康医疗（研究领域：体外诊断）也已在今年IPO。限于篇幅，本文不再一一介绍。\n就目前来看，2021年高瓴的IPO方向以新一代基因治疗、细胞疗法的创新药为主。就其投资的企业类型来看，创新研发能力强、处于早期阶段的科创企业更受青睐。对于其中大部分项目，高瓴都进行了多轮投资，是这些公司的长期支持者。\n期待这些企业在资本的助力下，可以早日将创新产品推出市场，造福人类健康。","news_type":1,"symbols_score_info":{"02171":0.9,"IPSC":0.9}},"isVote":1,"tweetType":1,"viewCount":5259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153914608,"gmtCreate":1625004466104,"gmtModify":1703849748662,"author":{"id":"4087745047715700","authorId":"4087745047715700","name":"EeMei","avatar":"https://static.tigerbbs.com/ef8409d8ad4dd460f4ff6b821735444f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087745047715700","idStr":"4087745047715700"},"themes":[],"title":"","htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/153914608","repostId":"1146206014","repostType":4,"repost":{"id":"1146206014","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":1624973528,"share":"https://ttm.financial/m/news/1146206014?lang=en_US&edition=fundamental","pubTime":"2021-06-29 21:32","market":"us","language":"zh","title":"Opening: Nasdaq and S&P 500 hit new all-time highs, with blockchain sectors generally rising.","url":"https://stock-news.laohu8.com/highlight/detail?id=1146206014","media":"老虎资讯综合","summary":"6月29日，美国股市三大指数小幅高开，纳指与标普500指数再创历史新高。截至发稿，道指上涨0.34%，纳指上涨0.06%，标普500指数上涨0.14%。\n区块链板块普涨，Riot Blockchain","content":"<p>On June 29, the three major U.S. stock indexes opened slightly higher, with the Nasdaq and S&P 500 hitting new all-time highs. As of press time, the Dow Jones Industrial Average was up 0.34%, the Nasdaq Composite was up 0.06%, and the S&P 500 was up 0.14%.</p><p><img src=\"https://static.tigerbbs.com/2e4b11b4f251daeec3a6e30b91c722ad\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">The Blockchain sector generally rose, with Riot Blockchain...<a href=\"https://laohu8.com/S/NCTY\">Ninth City</a>It rose more than 5%.<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>It rose more than 3%.</p><p>Most popular Chinese concept stocks declined.<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Youdao fell more than 3%.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>It fell by more than 1%.</p><p><a href=\"https://laohu8.com/S/BA\">boeing</a>It rose nearly 2%, and United Airlines reportedly ordered several vehicles.<a href=\"https://laohu8.com/S/BA\">boeing</a>Airplane.</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>It rose 3.8% after the company announced that it would double its Dividend and increase share buybacks.</p><p>Marin Software, a cloud-based enterprise marketing Software, rose 22.67%. The company's stock price has risen by nearly 340% in the past three days. In terms of news, the company announced that its flagship platform MarinOne has added the ability to manage Instacart ads.</p><p><a href=\"https://laohu8.com/S/HOLI\">Hollywood Automation</a>It rose 5.56%. The company announced today that a buyer group comprising CPE Funds Management Limited, Shao Baiqing and Ace Lead Profits Limited has sought approval from the company's shareholders regarding its proposed acquisition of Holliday Automation.</p><p><a href=\"https://laohu8.com/S/00013\">Hutchison MediPharma</a>It fell 1.55%, but closed up about 25% in grey market trading in Hong Kong today.</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>Opening: Nasdaq and S&P 500 hit new all-time highs, with blockchain sectors generally rising.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nOpening: Nasdaq and S&P 500 hit new all-time highs, with blockchain sectors generally rising.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-06-29 21:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 29, the three major U.S. stock indexes opened slightly higher, with the Nasdaq and S&P 500 hitting new all-time highs. As of press time, the Dow Jones Industrial Average was up 0.34%, the Nasdaq Composite was up 0.06%, and the S&P 500 was up 0.14%.</p><p><img src=\"https://static.tigerbbs.com/2e4b11b4f251daeec3a6e30b91c722ad\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">The Blockchain sector generally rose, with Riot Blockchain...<a href=\"https://laohu8.com/S/NCTY\">Ninth City</a>It rose more than 5%.<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>It rose more than 3%.</p><p>Most popular Chinese concept stocks declined.<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Youdao fell more than 3%.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>It fell by more than 1%.</p><p><a href=\"https://laohu8.com/S/BA\">boeing</a>It rose nearly 2%, and United Airlines reportedly ordered several vehicles.<a href=\"https://laohu8.com/S/BA\">boeing</a>Airplane.</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>It rose 3.8% after the company announced that it would double its Dividend and increase share buybacks.</p><p>Marin Software, a cloud-based enterprise marketing Software, rose 22.67%. The company's stock price has risen by nearly 340% in the past three days. In terms of news, the company announced that its flagship platform MarinOne has added the ability to manage Instacart ads.</p><p><a href=\"https://laohu8.com/S/HOLI\">Hollywood Automation</a>It rose 5.56%. The company announced today that a buyer group comprising CPE Funds Management Limited, Shao Baiqing and Ace Lead Profits Limited has sought approval from the company's shareholders regarding its proposed acquisition of Holliday Automation.</p><p><a href=\"https://laohu8.com/S/00013\">Hutchison MediPharma</a>It fell 1.55%, but closed up about 25% in grey market trading in Hong Kong today.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{"03086":"华夏纳指","PSQ":"做空纳斯达克100指数ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares",".SPX":"S&P 500 Index","SQQQ":"纳指三倍做空ETF","TQQQ":"纳指三倍做多ETF",".DJI":"道琼斯","QQQ":"纳指100ETF","QLD":"2倍做多纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146206014","content_text":"6月29日，美国股市三大指数小幅高开，纳指与标普500指数再创历史新高。截至发稿，道指上涨0.34%，纳指上涨0.06%，标普500指数上涨0.14%。\n区块链板块普涨，Riot Blockchain、第九城市涨超5%，嘉楠科技涨超3%。\n多数热门中概股走低，网易有道跌逾3%，哔哩哔哩、拼多多、百度、阿里巴巴跌超1%。\n波音涨近2%，据悉美联航订购了数辆波音飞机。\n摩根士丹利涨3.8%，此前公司宣布将股息加倍，并增加股票回购。\n云企业营销软件Marin Software涨22.67%。该公司近三日累计涨幅近340%。消息面上，公司宣布其旗舰平台MarinOne增加了管理Instacart广告的能力。\n和利时自动化涨5.56%。该公司今日宣布，由CPE Funds Management Limited、邵柏庆及Ace Lead Profits Limited组成的买方团就其对和利时自动化的拟议收购，向公司股东征求同意。\n和黄医药跌1.55%，今日其港股暗盘交易收涨约25%。","news_type":1,"symbols_score_info":{"MNQmain":0.9,"NQmain":0.9,".IXIC":0.9,"PSQ":0.9,"TQQQ":0.9,"03086":0.9,"QID":0.9,".SPX":0.9,"ESmain":0.9,"QLD":0.9,"SQQQ":0.9,".DJI":0.9,"QQQ":0.9}},"isVote":1,"tweetType":1,"viewCount":6121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153914035,"gmtCreate":1625004421927,"gmtModify":1703849748166,"author":{"id":"4087745047715700","authorId":"4087745047715700","name":"EeMei","avatar":"https://static.tigerbbs.com/ef8409d8ad4dd460f4ff6b821735444f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087745047715700","idStr":"4087745047715700"},"themes":[],"title":"","htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/153914035","repostId":"2147904866","repostType":4,"repost":{"id":"2147904866","kind":"highlight","pubTimestamp":1624975760,"share":"https://ttm.financial/m/news/2147904866?lang=en_US&edition=fundamental","pubTime":"2021-06-29 22:09","market":"us","language":"zh","title":"The US stock market in the first half of the year was \"still running, still dancing, still jumping,\" but everyone was preparing to run.","url":"https://stock-news.laohu8.com/highlight/detail?id=2147904866","media":"华尔街见闻","summary":"在美股散户持续买入、标普500再创新高之际，华尔街开始保持谨慎。投行分析师警告称，考虑拜登税改及美联储缩减刺激政策的潜在威胁，目前美股的涨势恐不能持续。\n美股的上涨势头似乎不可阻挡。在持续买盘的驱动下","content":"<p>As retail investors continued to buy in U.S. stocks and the S&P 500 hit a new high, Wall Street began to remain cautious. Investment banking analysts warn that the current rally in U.S. stocks may not be sustainable, given the potential threats posed by Biden's tax reform and the Federal Reserve's tapering of stimulus policies.</p><p>The upward momentum of US stocks seems unstoppable. Driven by continued buying, the S&P 500 rose nearly 14% in the first six months of this year, increasing its market capitalization by about $6 trillion, and is expected to achieve its second-best first-half performance since 1998. Since the end of October last year, the S&P 500 has never experienced a single-day correction of 5%. In 1999, when valuations were similar, the S&P 500 fell by more than 5% at least nine times.</p><p>The continued buying by retail investors in the US stock market is indispensable. Vanda Research Data shows that,<b>When the S&P 500 index fell more than 1% last week, retail investors poured a record $2 billion into the stock market.</b></p><p>This continuous buying seems unlikely to end with the lifting of the pandemic lockdown. A Betterment survey shows that among 1,500 retail U.S. stock investors surveyed, 58% plan to trade more after the pandemic lockdown is lifted, while only 12% said the number of trades will decrease as the pandemic lockdown is lifted.</p><p>Overall market valuations are also normalizing. Due to the continued expansion of profits, the overall market P/E has fallen from 23x at the beginning of the year (the highest since the dot-com bubble) to 21x, but it is still higher than the 5-year average of 18x.</p><p>However, as the stock market continues to rise, the divergence between sectors is widening.<b>The most severe divergence since 2002 appeared in March this year between the best-performing and worst-performing sectors in the market.</b></p><p>Mid-to-large-cap stocks and small-cap stocks also experienced quite independent market trends.<b>The last time this happened was during the dot-com bubble in 2000.</b></p><p>Wall Street analysts are cautious about the future prospects of US stocks. Analysts generally expect the strong rebound in U.S. corporate earnings after the pandemic to peak this quarter, considering the potential threats from Biden's tax reform and the Federal Reserve's tapering of stimulus policies.<b>Currently, Wall Street's average target forecast for the S&P 500 at the end of the year is only 4,213, which is 1.7% lower than the latest market close.</b></p><p>Short sellers are also regrouping. IHS<a href=\"https://laohu8.com/S/MRKT\">Markit</a>Data shows that,<b>Currently, the short selling ratio of the SPDR S&P 500 ETF has climbed from less than 2% at the beginning of the year to 5%. The demand for protection against losses in the options market in the coming months is also rising.</b></p><p>Market analysts believe that the biggest threat to US stocks currently comes from the Federal Reserve. If the Federal Reserve rate hike ahead of schedule, cash and bonds will become more attractive, leaving investors with no choice but to sell stocks.</p><p>The market is also exceptionally sensitive to the Federal Reserve's moves. Previously, US stocks experienced sharp fluctuations after the Federal Reserve released a hawkish message. Comments from the Fed's rate hike two years from now, rather than the previously expected three years from now from rate hike, increased pressure on the stock market, causing the S&P 500 to fall by slightly more than 2% over three days before resuming its upward trend.</p><p>Washington Crossing fund manager Kevin Caron commented that U.S. stocks may be a bit \"ahead of their time\" right now, and the market may experience some volatility over the next six months until stock prices and fundamentals are more \"normal.\"</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The US stock market in the first half of the year was \"still running, still dancing, still jumping,\" but everyone was preparing to run.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nThe US stock market in the first half of the year was \"still running, still dancing, still jumping,\" but everyone was preparing to run.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-06-29 22:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As retail investors continued to buy in U.S. stocks and the S&P 500 hit a new high, Wall Street began to remain cautious. Investment banking analysts warn that the current rally in U.S. stocks may not be sustainable, given the potential threats posed by Biden's tax reform and the Federal Reserve's tapering of stimulus policies.</p><p>The upward momentum of US stocks seems unstoppable. Driven by continued buying, the S&P 500 rose nearly 14% in the first six months of this year, increasing its market capitalization by about $6 trillion, and is expected to achieve its second-best first-half performance since 1998. Since the end of October last year, the S&P 500 has never experienced a single-day correction of 5%. In 1999, when valuations were similar, the S&P 500 fell by more than 5% at least nine times.</p><p>The continued buying by retail investors in the US stock market is indispensable. Vanda Research Data shows that,<b>When the S&P 500 index fell more than 1% last week, retail investors poured a record $2 billion into the stock market.</b></p><p>This continuous buying seems unlikely to end with the lifting of the pandemic lockdown. A Betterment survey shows that among 1,500 retail U.S. stock investors surveyed, 58% plan to trade more after the pandemic lockdown is lifted, while only 12% said the number of trades will decrease as the pandemic lockdown is lifted.</p><p>Overall market valuations are also normalizing. Due to the continued expansion of profits, the overall market P/E has fallen from 23x at the beginning of the year (the highest since the dot-com bubble) to 21x, but it is still higher than the 5-year average of 18x.</p><p>However, as the stock market continues to rise, the divergence between sectors is widening.<b>The most severe divergence since 2002 appeared in March this year between the best-performing and worst-performing sectors in the market.</b></p><p>Mid-to-large-cap stocks and small-cap stocks also experienced quite independent market trends.<b>The last time this happened was during the dot-com bubble in 2000.</b></p><p>Wall Street analysts are cautious about the future prospects of US stocks. Analysts generally expect the strong rebound in U.S. corporate earnings after the pandemic to peak this quarter, considering the potential threats from Biden's tax reform and the Federal Reserve's tapering of stimulus policies.<b>Currently, Wall Street's average target forecast for the S&P 500 at the end of the year is only 4,213, which is 1.7% lower than the latest market close.</b></p><p>Short sellers are also regrouping. IHS<a href=\"https://laohu8.com/S/MRKT\">Markit</a>Data shows that,<b>Currently, the short selling ratio of the SPDR S&P 500 ETF has climbed from less than 2% at the beginning of the year to 5%. The demand for protection against losses in the options market in the coming months is also rising.</b></p><p>Market analysts believe that the biggest threat to US stocks currently comes from the Federal Reserve. If the Federal Reserve rate hike ahead of schedule, cash and bonds will become more attractive, leaving investors with no choice but to sell stocks.</p><p>The market is also exceptionally sensitive to the Federal Reserve's moves. Previously, US stocks experienced sharp fluctuations after the Federal Reserve released a hawkish message. Comments from the Fed's rate hike two years from now, rather than the previously expected three years from now from rate hike, increased pressure on the stock market, causing the S&P 500 to fall by slightly more than 2% over three days before resuming its upward trend.</p><p>Washington Crossing fund manager Kevin Caron commented that U.S. stocks may be a bit \"ahead of their time\" right now, and the market may experience some volatility over the next six months until stock prices and fundamentals are more \"normal.\"</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3634144\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/318dced6c8505427ba4c5a73eb4a7981","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","DJX":"1/100道琼斯","OEF":"标普100指数ETF-iShares","SQQQ":"纳指三倍做空ETF","SPXU":"三倍做空标普500ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares","SPY":"标普500ETF",".DJI":"道琼斯","OEX":"标普100","TQQQ":"纳指三倍做多ETF",".IXIC":"NASDAQ Composite","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares",".SPX":"S&P 500 Index","DOG":"道指ETF-ProShares做空","IVV":"标普500ETF-iShares","SSO":"2倍做多标普500ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares","SH":"做空标普500-Proshares","UDOW":"三倍做多道指30ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","QQQ":"纳指100ETF"},"source_url":"https://wallstreetcn.com/articles/3634144","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147904866","content_text":"在美股散户持续买入、标普500再创新高之际，华尔街开始保持谨慎。投行分析师警告称，考虑拜登税改及美联储缩减刺激政策的潜在威胁，目前美股的涨势恐不能持续。\n美股的上涨势头似乎不可阻挡。在持续买盘的驱动下，今年前6个月标普500指数上涨近14%，市值增加约6万亿美元，有望创1998年以来第二好的上半年表现。自去年10月底以来，标普500指数从未出现单日回调5%的情况。而在类似估值水平的1999年，标普500指数至少有9次下跌超过5%。\n美股散户的持续买入功不可没。Vanda Research数据显示，当标准普尔500指数上周下跌超过1%时，散户投资者向股市投入了创纪录的20亿美元。\n这种持续性的买入似乎不会因疫情解封而结束。Betterment调查显示，在1500名受调查的美股散户中，有58%的人计划在疫情解封后更多的交易，仅有12%的表示交易数量将随着疫情解封而降低。\n市场的整体估值也在趋向正常。由于利润的持续扩张，市场整体市盈率已经从年初的23x（接近互联网泡沫以来最高）下跌至21x，但仍高过5年平均水平的18x。\n但在股市持续上涨之际，板块之间分化正在扩大。市场中表现最佳板块与表现最差板块之间今年3月出现了2002年以来的最严重分化。\n中大型股和小型股也走出了相当独立的行情，而上一次出现这种情况还要追溯到2000年的互联网泡沫时期。\n对于美股未来前景，华尔街分析师们出言谨慎。分析师们普遍预计，美股公司疫情后业绩的强劲反弹将在本季见顶，考虑拜登税改及美联储缩减刺激政策的潜在威胁，目前华尔街对于标普500年末的平均目标点位预测仅有4213，较最新市场收盘低1.7%。\n空头们也在重新聚集。IHS Markit数据显示，目前市场上对SPDR S&P 500 ETF的卖空比例已从年初的不到2%攀升至5%。期权市场对未来几个月损失的保护需求也在上升。\n市场分析认为，目前对于美股最大的威胁来自美联储。如果美联储提前加息，现金和债券将会更有吸引力，而投资者别无选择只能抛售股票。\n市场对于美联储的动向也异常敏感。此前在美联储释放“鹰派”信息后，美股一度出现剧烈波动。美联储两年后加息、而非此前预计的三年后加息的言论加大了股市的压力，标普500指数在三天内累计跌幅略高于2%，之后才恢复升势。\nWashington Crossing 基金经理Kevin Caron评论称，目前美股可能有点“超前了”，市场在未来的6个月里可能出现一些波动，直到股价和基本面更加“趋于正常”。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"DJX":0.9,"IVV":0.9,"SPXU":0.9,"DOG":0.9,"TQQQ":0.9,"UDOW":0.9,"SSO":0.9,"NQmain":0.9,"SDS":0.9,".IXIC":0.9,"SPY":0.9,"QID":0.9,"DDM":0.9,"SQQQ":0.9,".DJI":0.9,"UPRO":0.9,"QQQ":0.9,"OEF":0.9,"QLD":0.9,"SDOW":0.9,"SH":0.9,"OEX":0.9,"PSQ":0.9,".SPX":0.9,"DXD":0.9,"ESmain":0.9,"MNQmain":0.9}},"isVote":1,"tweetType":1,"viewCount":4237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153915947,"gmtCreate":1625004310889,"gmtModify":1703849746528,"author":{"id":"4087745047715700","authorId":"4087745047715700","name":"EeMei","avatar":"https://static.tigerbbs.com/ef8409d8ad4dd460f4ff6b821735444f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087745047715700","idStr":"4087745047715700"},"themes":[],"title":"","htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/153915947","repostId":"2147468863","repostType":4,"repost":{"id":"2147468863","kind":"highlight","pubTimestamp":1624981262,"share":"https://ttm.financial/m/news/2147468863?lang=en_US&edition=fundamental","pubTime":"2021-06-29 23:41","market":"us","language":"zh","title":"Smartwatches: The IoAI War Between Apple, Google, Huawei, and Xiaomi","url":"https://stock-news.laohu8.com/highlight/detail?id=2147468863","media":"张栋伟","summary":"6月28日，西班牙巴塞罗那，世界移动通讯大会(MWC)。\n韩国三星电子在会议上发布了其新智能手表介面One UI Watch，强化Galaxy Watch与Android智能手机间的无缝连接。\n这标志","content":"<p>June 28, Barcelona, Spain, Mobile World Congress (MWC).</p><p>South Korea<a href=\"https://laohu8.com/S/SSNLF\">Samsung Electronics</a>Its new was released at the conference<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The One UI Watch interface enhances the seamless connection between the Galaxy Watch and Android smartphones.</p><p>This marks<a href=\"https://laohu8.com/S/SMSD.UK\">Samsung Electronics</a>They completely abandoned their self-developed system and fully relied on Google's Wear OS.</p><p><img src=\"https://static.tigerbbs.com/16d2ee4f7367bcfa4f672378ce573829\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p><p>Just prior to this, on June 2nd, Huawei officially released the Huawei WATCH 3 smartwatch, seven years after the first Huawei WATCH was released in 2015.</p><p>As the flagship smartwatch of the year, the Huawei WATCH 3 has undergone a comprehensive upgrade in both hardware and software. Most importantly, it adopts Huawei's Harmony OS, which will provide a new answer to the future landscape of smartwatches!</p><p>The IoAI war, based on smartwatches, is about to enter a fever pitch.</p><p><h2>I. The Past of Smartwatches</h2>The history of smartwatches begins with smart bracelets.</p><p>In the sixth chapter of *Journey to the West*, where \"Guanyin attends a meeting to inquire about the reason, and the Lesser Sage uses his power to subdue the Great Sage,\" seeing the Great Sage Equal to Heaven blocking people and gods blocking gods, he could no longer subdue him. Laozi rolled up his sleeve, removed a ring from his left shoulder, and said, \"This weapon was forged by Kungang. I pointed it at Huan Dan, which has cultivated a body of spiritual energy. It is capable of changing, impervious to water and fire, and can be used against all things. It is a Golden Steel Carving, also known as a Golden Steel Sleeve. When he passed through Han Pass, he transformed Hu into a Buddha, which was a great loss. Sooner or later, he will be the most defensive weapon. Let me throw it down and strike him.\"</p><p>So the Vajra Bead descended from the sky and hit the Heavenly Spirit Skull of the Great Sage Equal to Heaven. He fell, got up and ran again, but was bitten by Erlang Shen's Howling Heavenly Dog, and was temporarily defeated.</p><p>This diamond bracelet is the earliest smart bracelet ever recorded in writing.</p><p><img src=\"https://static.tigerbbs.com/a17a94967c3b8a16168337b12aba813b\" tg-width=\"924\" tg-height=\"511\" referrerpolicy=\"no-referrer\"></p><p>In 1982, Nippon Seiko launched a programmable smart bracelet, which is considered the closest experimental product to a current smart bracelet in historical records.</p><p>In 2007, Fitbit Flex was founded in the United States. Its founders, Park and Eric, were inspired by the Nintendo Wii and thought that sensors could also be used in portable devices. This led to the release of the Fitbit Flex, the most popular smart band at the time, which has been developed ever since.</p><p>Fitbit Flex defines the three basic functions of a smart band: health monitoring, exercise data, and time management.</p><p><img src=\"https://static.tigerbbs.com/10e2ef79c390e090d5efa5135e0bc489\" tg-width=\"781\" tg-height=\"573\" referrerpolicy=\"no-referrer\"></p><p>The first smartwatch actually came from China.</p><p>On July 3, 2013, Guokr Electronics, a subsidiary of Shanda Group, released GEAK Watch, which uses...<a href=\"https://laohu8.com/S/GOOG\">Google</a>It features the Android operating system and is claimed to be the world's first smartwatch, with a limited edition of 5,000 units.</p><p><img src=\"https://static.tigerbbs.com/fa7a7f8608feab1737ff5a01337b09a6\" tg-width=\"500\" tg-height=\"318\" referrerpolicy=\"no-referrer\"></p><p>Gu Xiaobin, CEO of Guokr Electronics, is a former<a href=\"https://laohu8.com/S/SINA\">Sina</a>First deputy editor of Technology, and co-founder of TechWeb. As an old friend, Tiger gave me a GEAK Watch, making me one of the earliest \"geeks\" to try something new.</p><p>This 8mm thick watch integrates a variety of intelligent sensors, including temperature, navigation, power acceleration, gyroscope and other intelligent sensors. Some of them use military-grade products with higher precision and higher reliability, which can acquire data such as heartbeat, blood pressure, pulse, and GPS.</p><p>The GEAK Watch smartwatch can monitor the wearer's movement. It is a 24/7 pedometer that records activity data throughout the day, accurately analyzes fat burning, and provides the most accurate data support for fitness enthusiasts.</p><p>Moreover, it also manages sleep. The watch has a built-in sleep tracking and management system that can track the wearer's daily sleep status and provide better sleep advice.</p><p>When people can't use their phones, the GEAK Watch can connect to the internet independently, allowing them to check emails and chat with friends.</p><p>In addition, GEAK Watch has another feature: a walkie-talkie.</p><p>The GEAK Watch smartwatch can be transformed into a walkie-talkie, allowing hikers to communicate with each other even in high mountains without any internet access. \"Sweet potato, sweet potato, I am a potato\"—these scenes that used to require carrying a walkie-talkie can now be accomplished by simply raising your wrist.</p><p><img src=\"https://static.tigerbbs.com/ab13aeea1da814c59a16a12d709c197d\" tg-width=\"500\" tg-height=\"404\" referrerpolicy=\"no-referrer\"></p><p>GEAK Watch only achieved innovation at the \"application layer,\" so it didn't achieve its ultimate success. The rapid development of smartwatches will have to wait until Google and...<a href=\"https://laohu8.com/S/AAPL\">Apple</a>After the showdown between the two major OS camps.</p><p><h2>II. From the Struggle Between Two Heroes to the Three Kingdoms</h2><h3>1、<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>android Wear</h3>On June 26, 2014, at Google's I/O developer conference, Google released Android Wear, an operating system specifically designed for smartwatches.<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>Together with LG, they launched three Android Wear-based operating systems: Gear Live, G Watch, and Moto360.</p><p>Android Wear is developing rapidly. Less than three weeks after the release of the first Android Wear devices, such as the LG G Watch and Samsung Gear Live, the number of dedicated apps for these smartwatches on Google Play has already exceeded thousands.</p><p>Just as Android phones hold the largest market share globally, smartwatches based on Wear OS are also a global standard. In the Chinese market, smart wearable device companies, represented by Xiaomi (including Huami), are conquering Google's Wear OS market.</p><p><h3>2. Apple Watch</h3>On September 10, 2014, Apple launched the Apple Watch, officially entering the smartwatch field. The Apple Watch has been called a \"revolutionary product\" by Apple CEO Tim Cook.</p><p>The Apple Watch is first and foremost full of technology, including:</p><p>1. It can enable functions such as making and receiving calls, Siri voice, messages, calendar, maps, etc., and the iPhone's GPS can be adjusted through the watch.</p><p>2. The Apple Watch uses a magnetic MagSafe plug to support wireless charging, which effectively solves the battery life problem. Apple Watch can also use Apple Pay.</p><p>3. To overcome the limitation of a small Watch face screen, the Apple Watch has a digital wheel that can be rotated to scale images or move patterns.</p><p>4. The Apple Watch's screen also supports multi-touch control. There is a separate Communication button under the crown of the Apple Watch, which is specifically designed to launch a Communication app called Communication.</p><p>5. Apple has redesigned the Apple Watch's interface, allowing users to see their friend list, call friends, and even share their heart rate information with them.</p><p>6. The Apple Watch uses Apple's self-developed S1 chip, which has many sensors on the back. When the user raises their hand, the display will automatically turn on. A dot-shaped icon appears on the display, which can be dragged or clicked.</p><p>More importantly, Apple has not forgotten its core mission of \"Zhuang B\". The Apple Watch dial uses sapphire glass and is waterproof. It offers watch straps in two sizes, as well as different colors such as gold and silver, to fully satisfy the pride of kidney sellers.</p><p>Unsurprisingly, the Apple Watch, like other Apple products, has become one of the most fashionable technological products, a trend that continues to this day.</p><p><h3>3. Huawei harmany OS</h3>On August 9, 2019, HUAWEI held the HUAWEI Developer Conference in Dongguan to officially release its operating system, HUAWEI Harmony OS.</p><p>Huawei's HarmonyOS system is a brand-new distributed operating system for all scenarios. It creates a world of super virtual terminal interconnection, organically connecting people, devices, and scenarios. It enables rapid discovery, rapid connection, hardware mutual assistance, and resource sharing of various smart terminals that consumers encounter in all scenarios of life, and provides scenario experiences with suitable devices.</p><p>On September 10, 2020, Huawei upgraded its HarmonyOS system to Harmony OS 2.0.</p><p>On the evening of June 2, 2021, Huawei officially released Harmony OS 2, as well as several new products equipped with Harmony OS 2. This includes the Huawei smartwatch \"Huawei WATCH 3\".</p><p>Based on Huawei's own definition, the HarmonyOS system is fully compatible with Android, and developers are encouraged to design exclusive applications for Huawei HarmonyOS.</p><p>From the current perspective, it seems too early to say that Huawei's HarmonyOS can be compared to Google and Apple. But as the saying goes:</p><p>\"It is better to bully the white-bearded man than to bully the poor youth. In the end, there will be a dragon piercing the phoenix, and I will never believe that my trousers will be pierced.\"</p><p>We hope that Huawei's Harmony OS will soon stand on its own and become a self-contained system.</p><p>Actually, the earliest smartwatch was probably Pebble from the United States.</p><p>Pebble is one of the most successful projects in the history of the crowdfunding website Kickstarter. It was launched in 2012 and officially released in 2013. Pebble demonstrated consumers' huge interest in a smartwatch product that could synchronize with their smartphone, push text messages, make calls, and provide reminders, thus ushering in the entire technology industry's march towards smartwatches.</p><p>The Pebble smartwatch is compatible with Google's Android and Apple's iOS, can connect to iOS or Android phones, and uses a more power-efficient black and white display mode, so its battery life can last for several days.</p><p>However, competition in the technology industry is no longer simply a competition of creativity; capital power is the driving force that determines the outcome.</p><p>Pebble remains a niche product, surviving tenaciously. But its historical mission has already ended.</p><p><img src=\"https://static.tigerbbs.com/37988534e4c3cd696d9279e79d4c4d9d\" tg-width=\"723\" tg-height=\"477\" referrerpolicy=\"no-referrer\"></p><p><h2>III. China's Smartwatch Market</h2>Smartwatches have been divided into three application areas: smart bracelets, smartwatches, and intelligent watches.</p><p><h3>1. Smart bracelet</h3>As mentioned above, smart bracelets were originally created for weight loss, so health monitoring, exercise data, and time management constitute the basic functions of smartphones.</p><p>In 2014, the author, Zhang Dongwei, who was also a partner at the crowdfunding website at the time.</p><p>Influenced by the Pebble smartwatch, one of the most successful projects on the US crowdfunding website Kickstarter, countless cold-start startups in the fields of smartbands and smartwatches have emerged in the Chinese market through crowdfunding.</p><p>However, on July 22, all the entrepreneurial stories about \"bracelets\" will come to an abrupt end.</p><p>On July 22, 2014, Xiaomi released the \"Xiaomi Band,\" priced at 79 yuan, sweeping the smart band market with an average price of 300-500 yuan.</p><p><img src=\"https://static.tigerbbs.com/399155d4fb7316963721560a71a2e2d3\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p><p>From now on, Mi Band = Xiaomi Mi Band, just like search =<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Search.</p><p>The latest version of the Xiaomi Band is the \"Xiaomi Band 6\", which was officially released at the end of March this year.</p><p>This product is the first to adopt a full-screen runway display, and adds blood oxygen saturation monitoring functions and abnormal heartbeat reminders. As of June 1, global shipments of the Xiaomi Mi Band 6 exceeded 3 million units.</p><p><img src=\"https://static.tigerbbs.com/6be205cbbe22b4be1434e2d49d2a2bae\" tg-width=\"640\" tg-height=\"853\" referrerpolicy=\"no-referrer\"></p><p><h3>2. Smartwatches</h3>We must talk about Huawei at this point, otherwise the navies will be unhappy.</p><p>In fact, whether it's smart bracelets or smart bands, Huawei's IoAI strategy is the same as Xiaomi's IoAI strategy. Therefore, the two are engaged in strong competition in various sub-sectors, from mobile phones, tablets, and computers to bracelets, watches, and televisions.</p><p>For example, in the smart bracelets mentioned above, Xiaomi achieved first place, while Huawei/Honor series came in second. Both of them basically occupied the entire market space, and the share left to other brands was almost \"other\".</p><p><b>Therefore, here is a brief introduction to the latest Xiaomi and Huawei watches.</b></p><p><b>(1) Xiaomi Watch</b></p><p>The Xiaomi Watch was released on November 5, 2019. It features a 1.78-inch AMOLED square screen, a 44mm dial with a pixel density of 326PPI, and is suitable for men and women of all ages.</p><p><img src=\"https://static.tigerbbs.com/5d9780e14c13988208638e4aafca5811\" tg-width=\"1080\" tg-height=\"954\" referrerpolicy=\"no-referrer\"></p><p>The Xiaomi Watch has a built-in full-function eSIM chip that supports independent call and internet access. It can be used as a backup phone or as a dual-device phone, and is supported by the three major telecom operators: China Unicom, China Mobile, and China Telecom.</p><p>World premiere<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>The Snapdragon wearable flagship processor 3100 4G version supports configurations such as dedicated WiFi, dedicated Bluetooth, and multi-functional NFC. It has a built-in 570mAh high-capacity battery with 36 hours of battery life; Pre-installed with the open ecosystem Watch operating system MIUI For Watch, it offers a massive number of Watch faces (more than 100 models), can download apps, supports custom Watch faces, and can set your favorite functions and photos as Watch faces; Built-in full-featured Xiao Ai Tongxue allows for remote control of smart homes; The European competition-level exercise algorithm \"FIRSTBEAT\" supports VO2max maximum oxygen uptake analysis and 10 professional exercise modes.</p><p>Xiaomi Watch also has a built-in App store, which deeply customizes more than 40 commonly used apps for the watch, and the number continues to increase. At the same time, it is deeply customized in conjunction with multiple software programs such as QQ, Keep, QQ Music, and Hanglv Zongheng.</p><p>For those who prefer a more stylish appearance, you can consider the \"Xiaomi Watch Color\". The downside is that it cannot make phone calls, making it essentially a \"large wristband\".</p><p><b>(2) Huawei Watch</b></p><p>The Huawei WATCH 3 is Huawei's flagship smartwatch of 2021 and its first Harmony OS smartwatch, running the self-developed Huawei Harmony OS operating system.</p><p>The Huawei WATCH 3 comes in four models: Sport, Fashion (leather strap), Fashion (nylon strap), and Premium.</p><p><img src=\"https://static.tigerbbs.com/87f357edad2875c7c316b043822ff3c0\" tg-width=\"640\" tg-height=\"422\" referrerpolicy=\"no-referrer\"></p><p>The Huawei WATCH 3 features elegant and dynamic streamlines and curved surfaces, combined with a 3D rotating crown and a 3D high-curvature mirror design. It features a 1.43-inch AMOLED touchscreen with a resolution of 466×466, 326PPI, a maximum brightness of 1000 nits, and a 60hz refresh rate.</p><p>The Huawei WATCH 3, which focuses on the Internet of Everything, can not only easily control the IoT devices around you, but in subsequent upgrades, the WATCH can also be used to control cars, such as finding cars, opening car doors, turning on air conditioning, and even checking mileage and fuel consumption, allowing users to take control of their smart lives.</p><p>In terms of health capabilities, the Huawei Watch 3 has added a body temperature monitoring function, which can monitor the user's body temperature data in real time.</p><p>In addition, the Huawei Watch 3 also supports fall detection and SOS (suitable for the elderly), 24/7 continuous blood oxygen saturation measurement, and has joined the 301 Hospital Heart Health Study to support risk screening for premature atrial fibrillation and sleep apnea risk screening. Going forward, Huawei will also jointly launch respiratory health research with professional health institutions such as Tongji Hospital affiliated with Tongji Medical College of the University of Science and Technology of China.</p><p><b>(3) Other</b></p><p>In the regular smartwatch specification list, there are also brands such as Honor, formerly a subsidiary of Huawei, and Vivo. As long as your budget is under 1,000 yuan, there are actually quite a few options to choose from.</p><p><h3>3. Smart watches</h3>The reason this title is listed separately is because a smartwatch is, after all, a \"wearable device,\" and its basic attribute is \"watch,\" not just intelligence.</p><p>Since its invention, watches have no longer been a necessary timer for the public; mobile phones have completely replaced the function of clocks. Continuing to buy and wear watches, the biggest demand is already for accessories.</p><p>Therefore, two branches of smartwatches have emerged: one is wristband-style design, which can achieve good cost performance under 1,000 yuan; Another type is accessories, with increasingly high-end appearances and increasingly extreme performance.</p><p>Here's a brief introduction to several dazzling \"smartwatches\".</p><p><b>(1) Huami Amazfit GTR 2 e.g.</b></p><p><img src=\"https://img.36krcdn.com/20210629/v2_57adf5f4ad7544d18e58d7ca2791c3f0_img_000\" tg-width=\"791\" tg-height=\"819\" referrerpolicy=\"no-referrer\"></p><p>The Amazfit GTR 2 eSIM version has a built-in independent communication module and supports eSIM services from the three major carriers. After activating an eSIM dual-device number or a dedicated watch number, you can stay in touch at all times even without your phone.</p><p>Adopting a borderless design concept1, the 1.39-inch high-definition AMOLED screen covered by curved glass seamlessly transitions with the meticulously polished watch body, bringing a better sense of design and a wider field of view.</p><p>The Retina-level AMOLED high-definition screen displays both time information and various application content clearly and vividly. The watch face store offers dozens of different styles of watch faces for you to choose from and change, and also supports custom watch faces, allowing you to set your favorite picture as the watch face background.</p><p><b>(2) Huami Amazfit X</b></p><p>In addition to the aforementioned smartwatch functions, the Huami Amazfit X can be summed up in one word: \"NB\".</p><p>The Amazfit X screen glass uses a hot-bending 3D process. Through 700℃ high-temperature heating and 6 hot-bending processes, the glass achieves an ultra-large curve of 92°, which fits the curved shape and is as crystal clear and beautiful as a jade bracelet.</p><p><img src=\"https://static.tigerbbs.com/4ce9004610ecc33c068bcb9eebd3e877\" tg-width=\"1080\" tg-height=\"847\" referrerpolicy=\"no-referrer\"></p><p><b>(3) Huawei Watch 3</b></p><p><img src=\"https://static.tigerbbs.com/32d30eb235a0023194b9230e887787f7\" tg-width=\"1080\" tg-height=\"953\" referrerpolicy=\"no-referrer\"></p><p>The Huawei WATCH 3 is not just a WATCH, but also a wrist-worn smart device that can access the internet independently and install apps.</p><p>The HUAWEI WATCH 3 supports 4G eSIM, allowing you to do many things outside of your phone. Equipped with HarmonyOS 2, it can work with multiple devices, allowing you to experience many unprecedented features.</p><p>Sweeping the living room<a href=\"https://laohu8.com/S/300024\">Robot</a>The air conditioner in the children's room, the bedside lamp in the master bedroom... all the smart home appliances in your home can be remotely controlled with the HUAWEI WATCH 3. The WATCH is your whole-house smart home appliance remote control.</p><p>The 1.43-inch AMOLED color screen supports full-screen touch operation, including swiping, tapping, and long pressing. Made of stainless steel and ceramic, it exudes luxury and constantly reminds you that this is a watch.</p><p>It features built-in acceleration sensors, gyroscope sensors, geomagnetic sensors, optical heart rate sensors, ambient light sensors, barometric pressure sensors, and body temperature sensors, meeting the ISO 22810:2010 standard 5 ATM protection level requirements. It is waterproof to 50 meters and can be used for water activities in shallow waters such as swimming pools or beach swimming.</p><p>Appearance is justice.</p><p><b>(4) Huawei WATCH GT2 Pro</b></p><p>Although the Huawei Watch GT2 Pro was released in September 2020, it is still the most powerful sports smartwatch.</p><p>Sapphire crystal, titanium bezel, ceramic case, supports APP installation in the APP store, supports trajectory return, outdoor information display (sunrise, sunset, etc.), wireless charging, reverse charging, 24-hour blood oxygen monitoring, ECG acquisition (ECG version), it has everything you need.</p><p>As a watch, the most important thing is still its appearance, as shown in the picture above!</p><p><img src=\"https://static.tigerbbs.com/5cfaa40e510efaf60a5879c19b734e12\" tg-width=\"1080\" tg-height=\"817\" referrerpolicy=\"no-referrer\"></p><p><b>(5) Apple WATCH</b></p><p>I won't go into detail about Apple's Apple WATCH.</p><p><img src=\"https://static.tigerbbs.com/08d46fd3f35ee9a8862a74d0aa0c80f3\" tg-width=\"947\" tg-height=\"844\" referrerpolicy=\"no-referrer\"></p><p><h2>Ending:</h2>Playing with cars on the poor, playing with watches on the rich. Originally, I wanted to rationally analyze the smartphone market landscape, but once I started writing, I ended up crying while writing. There are so many good things!</p><p><b>As the terminal most closely tied to users in the IoAI strategy, smartwatches are the core data and control platform connecting personal scenarios (mobile phones), business scenarios (computers), and home scenarios (home appliances), and will inevitably become the core battlefield.</b></p>","source":"36kr_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Smartwatches: The IoAI War Between Apple, Google, Huawei, and Xiaomi</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nSmartwatches: The IoAI War Between Apple, Google, Huawei, and Xiaomi\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">张栋伟</strong><span class=\"h-time small\">2021-06-29 23:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>June 28, Barcelona, Spain, Mobile World Congress (MWC).</p><p>South Korea<a href=\"https://laohu8.com/S/SSNLF\">Samsung Electronics</a>Its new was released at the conference<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The One UI Watch interface enhances the seamless connection between the Galaxy Watch and Android smartphones.</p><p>This marks<a href=\"https://laohu8.com/S/SMSD.UK\">Samsung Electronics</a>They completely abandoned their self-developed system and fully relied on Google's Wear OS.</p><p><img src=\"https://static.tigerbbs.com/16d2ee4f7367bcfa4f672378ce573829\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p><p>Just prior to this, on June 2nd, Huawei officially released the Huawei WATCH 3 smartwatch, seven years after the first Huawei WATCH was released in 2015.</p><p>As the flagship smartwatch of the year, the Huawei WATCH 3 has undergone a comprehensive upgrade in both hardware and software. Most importantly, it adopts Huawei's Harmony OS, which will provide a new answer to the future landscape of smartwatches!</p><p>The IoAI war, based on smartwatches, is about to enter a fever pitch.</p><p><h2>I. The Past of Smartwatches</h2>The history of smartwatches begins with smart bracelets.</p><p>In the sixth chapter of *Journey to the West*, where \"Guanyin attends a meeting to inquire about the reason, and the Lesser Sage uses his power to subdue the Great Sage,\" seeing the Great Sage Equal to Heaven blocking people and gods blocking gods, he could no longer subdue him. Laozi rolled up his sleeve, removed a ring from his left shoulder, and said, \"This weapon was forged by Kungang. I pointed it at Huan Dan, which has cultivated a body of spiritual energy. It is capable of changing, impervious to water and fire, and can be used against all things. It is a Golden Steel Carving, also known as a Golden Steel Sleeve. When he passed through Han Pass, he transformed Hu into a Buddha, which was a great loss. Sooner or later, he will be the most defensive weapon. Let me throw it down and strike him.\"</p><p>So the Vajra Bead descended from the sky and hit the Heavenly Spirit Skull of the Great Sage Equal to Heaven. He fell, got up and ran again, but was bitten by Erlang Shen's Howling Heavenly Dog, and was temporarily defeated.</p><p>This diamond bracelet is the earliest smart bracelet ever recorded in writing.</p><p><img src=\"https://static.tigerbbs.com/a17a94967c3b8a16168337b12aba813b\" tg-width=\"924\" tg-height=\"511\" referrerpolicy=\"no-referrer\"></p><p>In 1982, Nippon Seiko launched a programmable smart bracelet, which is considered the closest experimental product to a current smart bracelet in historical records.</p><p>In 2007, Fitbit Flex was founded in the United States. Its founders, Park and Eric, were inspired by the Nintendo Wii and thought that sensors could also be used in portable devices. This led to the release of the Fitbit Flex, the most popular smart band at the time, which has been developed ever since.</p><p>Fitbit Flex defines the three basic functions of a smart band: health monitoring, exercise data, and time management.</p><p><img src=\"https://static.tigerbbs.com/10e2ef79c390e090d5efa5135e0bc489\" tg-width=\"781\" tg-height=\"573\" referrerpolicy=\"no-referrer\"></p><p>The first smartwatch actually came from China.</p><p>On July 3, 2013, Guokr Electronics, a subsidiary of Shanda Group, released GEAK Watch, which uses...<a href=\"https://laohu8.com/S/GOOG\">Google</a>It features the Android operating system and is claimed to be the world's first smartwatch, with a limited edition of 5,000 units.</p><p><img src=\"https://static.tigerbbs.com/fa7a7f8608feab1737ff5a01337b09a6\" tg-width=\"500\" tg-height=\"318\" referrerpolicy=\"no-referrer\"></p><p>Gu Xiaobin, CEO of Guokr Electronics, is a former<a href=\"https://laohu8.com/S/SINA\">Sina</a>First deputy editor of Technology, and co-founder of TechWeb. As an old friend, Tiger gave me a GEAK Watch, making me one of the earliest \"geeks\" to try something new.</p><p>This 8mm thick watch integrates a variety of intelligent sensors, including temperature, navigation, power acceleration, gyroscope and other intelligent sensors. Some of them use military-grade products with higher precision and higher reliability, which can acquire data such as heartbeat, blood pressure, pulse, and GPS.</p><p>The GEAK Watch smartwatch can monitor the wearer's movement. It is a 24/7 pedometer that records activity data throughout the day, accurately analyzes fat burning, and provides the most accurate data support for fitness enthusiasts.</p><p>Moreover, it also manages sleep. The watch has a built-in sleep tracking and management system that can track the wearer's daily sleep status and provide better sleep advice.</p><p>When people can't use their phones, the GEAK Watch can connect to the internet independently, allowing them to check emails and chat with friends.</p><p>In addition, GEAK Watch has another feature: a walkie-talkie.</p><p>The GEAK Watch smartwatch can be transformed into a walkie-talkie, allowing hikers to communicate with each other even in high mountains without any internet access. \"Sweet potato, sweet potato, I am a potato\"—these scenes that used to require carrying a walkie-talkie can now be accomplished by simply raising your wrist.</p><p><img src=\"https://static.tigerbbs.com/ab13aeea1da814c59a16a12d709c197d\" tg-width=\"500\" tg-height=\"404\" referrerpolicy=\"no-referrer\"></p><p>GEAK Watch only achieved innovation at the \"application layer,\" so it didn't achieve its ultimate success. The rapid development of smartwatches will have to wait until Google and...<a href=\"https://laohu8.com/S/AAPL\">Apple</a>After the showdown between the two major OS camps.</p><p><h2>II. From the Struggle Between Two Heroes to the Three Kingdoms</h2><h3>1、<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>android Wear</h3>On June 26, 2014, at Google's I/O developer conference, Google released Android Wear, an operating system specifically designed for smartwatches.<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>Together with LG, they launched three Android Wear-based operating systems: Gear Live, G Watch, and Moto360.</p><p>Android Wear is developing rapidly. Less than three weeks after the release of the first Android Wear devices, such as the LG G Watch and Samsung Gear Live, the number of dedicated apps for these smartwatches on Google Play has already exceeded thousands.</p><p>Just as Android phones hold the largest market share globally, smartwatches based on Wear OS are also a global standard. In the Chinese market, smart wearable device companies, represented by Xiaomi (including Huami), are conquering Google's Wear OS market.</p><p><h3>2. Apple Watch</h3>On September 10, 2014, Apple launched the Apple Watch, officially entering the smartwatch field. The Apple Watch has been called a \"revolutionary product\" by Apple CEO Tim Cook.</p><p>The Apple Watch is first and foremost full of technology, including:</p><p>1. It can enable functions such as making and receiving calls, Siri voice, messages, calendar, maps, etc., and the iPhone's GPS can be adjusted through the watch.</p><p>2. The Apple Watch uses a magnetic MagSafe plug to support wireless charging, which effectively solves the battery life problem. Apple Watch can also use Apple Pay.</p><p>3. To overcome the limitation of a small Watch face screen, the Apple Watch has a digital wheel that can be rotated to scale images or move patterns.</p><p>4. The Apple Watch's screen also supports multi-touch control. There is a separate Communication button under the crown of the Apple Watch, which is specifically designed to launch a Communication app called Communication.</p><p>5. Apple has redesigned the Apple Watch's interface, allowing users to see their friend list, call friends, and even share their heart rate information with them.</p><p>6. The Apple Watch uses Apple's self-developed S1 chip, which has many sensors on the back. When the user raises their hand, the display will automatically turn on. A dot-shaped icon appears on the display, which can be dragged or clicked.</p><p>More importantly, Apple has not forgotten its core mission of \"Zhuang B\". The Apple Watch dial uses sapphire glass and is waterproof. It offers watch straps in two sizes, as well as different colors such as gold and silver, to fully satisfy the pride of kidney sellers.</p><p>Unsurprisingly, the Apple Watch, like other Apple products, has become one of the most fashionable technological products, a trend that continues to this day.</p><p><h3>3. Huawei harmany OS</h3>On August 9, 2019, HUAWEI held the HUAWEI Developer Conference in Dongguan to officially release its operating system, HUAWEI Harmony OS.</p><p>Huawei's HarmonyOS system is a brand-new distributed operating system for all scenarios. It creates a world of super virtual terminal interconnection, organically connecting people, devices, and scenarios. It enables rapid discovery, rapid connection, hardware mutual assistance, and resource sharing of various smart terminals that consumers encounter in all scenarios of life, and provides scenario experiences with suitable devices.</p><p>On September 10, 2020, Huawei upgraded its HarmonyOS system to Harmony OS 2.0.</p><p>On the evening of June 2, 2021, Huawei officially released Harmony OS 2, as well as several new products equipped with Harmony OS 2. This includes the Huawei smartwatch \"Huawei WATCH 3\".</p><p>Based on Huawei's own definition, the HarmonyOS system is fully compatible with Android, and developers are encouraged to design exclusive applications for Huawei HarmonyOS.</p><p>From the current perspective, it seems too early to say that Huawei's HarmonyOS can be compared to Google and Apple. But as the saying goes:</p><p>\"It is better to bully the white-bearded man than to bully the poor youth. In the end, there will be a dragon piercing the phoenix, and I will never believe that my trousers will be pierced.\"</p><p>We hope that Huawei's Harmony OS will soon stand on its own and become a self-contained system.</p><p>Actually, the earliest smartwatch was probably Pebble from the United States.</p><p>Pebble is one of the most successful projects in the history of the crowdfunding website Kickstarter. It was launched in 2012 and officially released in 2013. Pebble demonstrated consumers' huge interest in a smartwatch product that could synchronize with their smartphone, push text messages, make calls, and provide reminders, thus ushering in the entire technology industry's march towards smartwatches.</p><p>The Pebble smartwatch is compatible with Google's Android and Apple's iOS, can connect to iOS or Android phones, and uses a more power-efficient black and white display mode, so its battery life can last for several days.</p><p>However, competition in the technology industry is no longer simply a competition of creativity; capital power is the driving force that determines the outcome.</p><p>Pebble remains a niche product, surviving tenaciously. But its historical mission has already ended.</p><p><img src=\"https://static.tigerbbs.com/37988534e4c3cd696d9279e79d4c4d9d\" tg-width=\"723\" tg-height=\"477\" referrerpolicy=\"no-referrer\"></p><p><h2>III. China's Smartwatch Market</h2>Smartwatches have been divided into three application areas: smart bracelets, smartwatches, and intelligent watches.</p><p><h3>1. Smart bracelet</h3>As mentioned above, smart bracelets were originally created for weight loss, so health monitoring, exercise data, and time management constitute the basic functions of smartphones.</p><p>In 2014, the author, Zhang Dongwei, who was also a partner at the crowdfunding website at the time.</p><p>Influenced by the Pebble smartwatch, one of the most successful projects on the US crowdfunding website Kickstarter, countless cold-start startups in the fields of smartbands and smartwatches have emerged in the Chinese market through crowdfunding.</p><p>However, on July 22, all the entrepreneurial stories about \"bracelets\" will come to an abrupt end.</p><p>On July 22, 2014, Xiaomi released the \"Xiaomi Band,\" priced at 79 yuan, sweeping the smart band market with an average price of 300-500 yuan.</p><p><img src=\"https://static.tigerbbs.com/399155d4fb7316963721560a71a2e2d3\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p><p>From now on, Mi Band = Xiaomi Mi Band, just like search =<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Search.</p><p>The latest version of the Xiaomi Band is the \"Xiaomi Band 6\", which was officially released at the end of March this year.</p><p>This product is the first to adopt a full-screen runway display, and adds blood oxygen saturation monitoring functions and abnormal heartbeat reminders. As of June 1, global shipments of the Xiaomi Mi Band 6 exceeded 3 million units.</p><p><img src=\"https://static.tigerbbs.com/6be205cbbe22b4be1434e2d49d2a2bae\" tg-width=\"640\" tg-height=\"853\" referrerpolicy=\"no-referrer\"></p><p><h3>2. Smartwatches</h3>We must talk about Huawei at this point, otherwise the navies will be unhappy.</p><p>In fact, whether it's smart bracelets or smart bands, Huawei's IoAI strategy is the same as Xiaomi's IoAI strategy. Therefore, the two are engaged in strong competition in various sub-sectors, from mobile phones, tablets, and computers to bracelets, watches, and televisions.</p><p>For example, in the smart bracelets mentioned above, Xiaomi achieved first place, while Huawei/Honor series came in second. Both of them basically occupied the entire market space, and the share left to other brands was almost \"other\".</p><p><b>Therefore, here is a brief introduction to the latest Xiaomi and Huawei watches.</b></p><p><b>(1) Xiaomi Watch</b></p><p>The Xiaomi Watch was released on November 5, 2019. It features a 1.78-inch AMOLED square screen, a 44mm dial with a pixel density of 326PPI, and is suitable for men and women of all ages.</p><p><img src=\"https://static.tigerbbs.com/5d9780e14c13988208638e4aafca5811\" tg-width=\"1080\" tg-height=\"954\" referrerpolicy=\"no-referrer\"></p><p>The Xiaomi Watch has a built-in full-function eSIM chip that supports independent call and internet access. It can be used as a backup phone or as a dual-device phone, and is supported by the three major telecom operators: China Unicom, China Mobile, and China Telecom.</p><p>World premiere<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>The Snapdragon wearable flagship processor 3100 4G version supports configurations such as dedicated WiFi, dedicated Bluetooth, and multi-functional NFC. It has a built-in 570mAh high-capacity battery with 36 hours of battery life; Pre-installed with the open ecosystem Watch operating system MIUI For Watch, it offers a massive number of Watch faces (more than 100 models), can download apps, supports custom Watch faces, and can set your favorite functions and photos as Watch faces; Built-in full-featured Xiao Ai Tongxue allows for remote control of smart homes; The European competition-level exercise algorithm \"FIRSTBEAT\" supports VO2max maximum oxygen uptake analysis and 10 professional exercise modes.</p><p>Xiaomi Watch also has a built-in App store, which deeply customizes more than 40 commonly used apps for the watch, and the number continues to increase. At the same time, it is deeply customized in conjunction with multiple software programs such as QQ, Keep, QQ Music, and Hanglv Zongheng.</p><p>For those who prefer a more stylish appearance, you can consider the \"Xiaomi Watch Color\". The downside is that it cannot make phone calls, making it essentially a \"large wristband\".</p><p><b>(2) Huawei Watch</b></p><p>The Huawei WATCH 3 is Huawei's flagship smartwatch of 2021 and its first Harmony OS smartwatch, running the self-developed Huawei Harmony OS operating system.</p><p>The Huawei WATCH 3 comes in four models: Sport, Fashion (leather strap), Fashion (nylon strap), and Premium.</p><p><img src=\"https://static.tigerbbs.com/87f357edad2875c7c316b043822ff3c0\" tg-width=\"640\" tg-height=\"422\" referrerpolicy=\"no-referrer\"></p><p>The Huawei WATCH 3 features elegant and dynamic streamlines and curved surfaces, combined with a 3D rotating crown and a 3D high-curvature mirror design. It features a 1.43-inch AMOLED touchscreen with a resolution of 466×466, 326PPI, a maximum brightness of 1000 nits, and a 60hz refresh rate.</p><p>The Huawei WATCH 3, which focuses on the Internet of Everything, can not only easily control the IoT devices around you, but in subsequent upgrades, the WATCH can also be used to control cars, such as finding cars, opening car doors, turning on air conditioning, and even checking mileage and fuel consumption, allowing users to take control of their smart lives.</p><p>In terms of health capabilities, the Huawei Watch 3 has added a body temperature monitoring function, which can monitor the user's body temperature data in real time.</p><p>In addition, the Huawei Watch 3 also supports fall detection and SOS (suitable for the elderly), 24/7 continuous blood oxygen saturation measurement, and has joined the 301 Hospital Heart Health Study to support risk screening for premature atrial fibrillation and sleep apnea risk screening. Going forward, Huawei will also jointly launch respiratory health research with professional health institutions such as Tongji Hospital affiliated with Tongji Medical College of the University of Science and Technology of China.</p><p><b>(3) Other</b></p><p>In the regular smartwatch specification list, there are also brands such as Honor, formerly a subsidiary of Huawei, and Vivo. As long as your budget is under 1,000 yuan, there are actually quite a few options to choose from.</p><p><h3>3. Smart watches</h3>The reason this title is listed separately is because a smartwatch is, after all, a \"wearable device,\" and its basic attribute is \"watch,\" not just intelligence.</p><p>Since its invention, watches have no longer been a necessary timer for the public; mobile phones have completely replaced the function of clocks. Continuing to buy and wear watches, the biggest demand is already for accessories.</p><p>Therefore, two branches of smartwatches have emerged: one is wristband-style design, which can achieve good cost performance under 1,000 yuan; Another type is accessories, with increasingly high-end appearances and increasingly extreme performance.</p><p>Here's a brief introduction to several dazzling \"smartwatches\".</p><p><b>(1) Huami Amazfit GTR 2 e.g.</b></p><p><img src=\"https://img.36krcdn.com/20210629/v2_57adf5f4ad7544d18e58d7ca2791c3f0_img_000\" tg-width=\"791\" tg-height=\"819\" referrerpolicy=\"no-referrer\"></p><p>The Amazfit GTR 2 eSIM version has a built-in independent communication module and supports eSIM services from the three major carriers. After activating an eSIM dual-device number or a dedicated watch number, you can stay in touch at all times even without your phone.</p><p>Adopting a borderless design concept1, the 1.39-inch high-definition AMOLED screen covered by curved glass seamlessly transitions with the meticulously polished watch body, bringing a better sense of design and a wider field of view.</p><p>The Retina-level AMOLED high-definition screen displays both time information and various application content clearly and vividly. The watch face store offers dozens of different styles of watch faces for you to choose from and change, and also supports custom watch faces, allowing you to set your favorite picture as the watch face background.</p><p><b>(2) Huami Amazfit X</b></p><p>In addition to the aforementioned smartwatch functions, the Huami Amazfit X can be summed up in one word: \"NB\".</p><p>The Amazfit X screen glass uses a hot-bending 3D process. Through 700℃ high-temperature heating and 6 hot-bending processes, the glass achieves an ultra-large curve of 92°, which fits the curved shape and is as crystal clear and beautiful as a jade bracelet.</p><p><img src=\"https://static.tigerbbs.com/4ce9004610ecc33c068bcb9eebd3e877\" tg-width=\"1080\" tg-height=\"847\" referrerpolicy=\"no-referrer\"></p><p><b>(3) Huawei Watch 3</b></p><p><img src=\"https://static.tigerbbs.com/32d30eb235a0023194b9230e887787f7\" tg-width=\"1080\" tg-height=\"953\" referrerpolicy=\"no-referrer\"></p><p>The Huawei WATCH 3 is not just a WATCH, but also a wrist-worn smart device that can access the internet independently and install apps.</p><p>The HUAWEI WATCH 3 supports 4G eSIM, allowing you to do many things outside of your phone. Equipped with HarmonyOS 2, it can work with multiple devices, allowing you to experience many unprecedented features.</p><p>Sweeping the living room<a href=\"https://laohu8.com/S/300024\">Robot</a>The air conditioner in the children's room, the bedside lamp in the master bedroom... all the smart home appliances in your home can be remotely controlled with the HUAWEI WATCH 3. The WATCH is your whole-house smart home appliance remote control.</p><p>The 1.43-inch AMOLED color screen supports full-screen touch operation, including swiping, tapping, and long pressing. Made of stainless steel and ceramic, it exudes luxury and constantly reminds you that this is a watch.</p><p>It features built-in acceleration sensors, gyroscope sensors, geomagnetic sensors, optical heart rate sensors, ambient light sensors, barometric pressure sensors, and body temperature sensors, meeting the ISO 22810:2010 standard 5 ATM protection level requirements. It is waterproof to 50 meters and can be used for water activities in shallow waters such as swimming pools or beach swimming.</p><p>Appearance is justice.</p><p><b>(4) Huawei WATCH GT2 Pro</b></p><p>Although the Huawei Watch GT2 Pro was released in September 2020, it is still the most powerful sports smartwatch.</p><p>Sapphire crystal, titanium bezel, ceramic case, supports APP installation in the APP store, supports trajectory return, outdoor information display (sunrise, sunset, etc.), wireless charging, reverse charging, 24-hour blood oxygen monitoring, ECG acquisition (ECG version), it has everything you need.</p><p>As a watch, the most important thing is still its appearance, as shown in the picture above!</p><p><img src=\"https://static.tigerbbs.com/5cfaa40e510efaf60a5879c19b734e12\" tg-width=\"1080\" tg-height=\"817\" referrerpolicy=\"no-referrer\"></p><p><b>(5) Apple WATCH</b></p><p>I won't go into detail about Apple's Apple WATCH.</p><p><img src=\"https://static.tigerbbs.com/08d46fd3f35ee9a8862a74d0aa0c80f3\" tg-width=\"947\" tg-height=\"844\" referrerpolicy=\"no-referrer\"></p><p><h2>Ending:</h2>Playing with cars on the poor, playing with watches on the rich. Originally, I wanted to rationally analyze the smartphone market landscape, but once I started writing, I ended up crying while writing. There are so many good things!</p><p><b>As the terminal most closely tied to users in the IoAI strategy, smartwatches are the core data and control platform connecting personal scenarios (mobile phones), business scenarios (computers), and home scenarios (home appliances), and will inevitably become the core battlefield.</b></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://36kr.com/p/1289334944006662\">张栋伟</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/16d2ee4f7367bcfa4f672378ce573829","relate_stocks":{"GOOG":"谷歌","AAPL":"苹果","09086":"华夏纳指-U","GOOGL":"谷歌A","03086":"华夏纳指","QNETCN":"纳斯达克中美互联网老虎指数","01810":"小米集团-W"},"source_url":"https://36kr.com/p/1289334944006662","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147468863","content_text":"6月28日，西班牙巴塞罗那，世界移动通讯大会(MWC)。\n韩国三星电子在会议上发布了其新智能手表介面One UI Watch，强化Galaxy Watch与Android智能手机间的无缝连接。\n这标志着三星电子彻底放弃了自研系统，全面投靠谷歌的Wear OS。\n\n而就在此前不久的6月2日，华为正式发布华为WATCH 3智能手表，这距离2015年发布的第一款华为WATCH已有7年时间。\n华为WATCH 3作为年度智能手表旗舰，在软硬件上全面升级，最为重要的是其采用了华为鸿蒙，即Harmony OS，将给智能手表的未来格局提供一个新答案！\n以智能手表为载体的IoAI战争，即将进入白热化阶段。\n一、智能手表的前世\n智能手表的前世，要先从智能手环说起。\n话说《西游记》第六回，“观音赴会问原因 小圣施威降大圣”中，眼看着齐天大圣人挡杀人、神挡杀神，已然制服不住，太上老君捋起衣袖，左膊上取下一个圈子，说道：“这件兵器，乃锟钢抟炼的，被我将还丹点成，养就一身灵气，善能变化，水火不侵，又能套诸物；一名金钢琢，又名金钢套。当年过函关，化胡为佛，甚是亏他，早晚最可防身。等我丢下去打他一下。”\n于是乎金刚琢从天而降打到了齐天大圣天灵盖上，跌了一跤，爬起来再跑又被二郎神的哮天犬咬到，一时竟然败下阵来。\n这个金刚琢，是有文字记载以来的最早的智能手环。\n\n时间到了1982年，日本精工推出了一款可编程手环，算是有史料记载的，最接近当前智能手环的一款实验性产品。\n2007年，美国Fitbit Flex公司成立，其创始人Park与Eric受到任天堂Wii的启发，想到传感器同样能用于便携设备，由此发布了当时最受欢迎的人气智能手环Fitbit Flex，并一直发展至今。\nFitbit Flex定义了智能手环的三大基础功能：健康监测、运动数据和时间管理。\n\n而第一款智能手表，竟然是来自于中国。\n2013年7月3日，盛大旗下果壳电子公司发布 GEAK Watch ，使用谷歌的 Android操作系统，号称是全球第一款智能手表，限量发售5000台。\n\n果壳电子的CEO顾晓斌，是前新浪科技的首任副主编，以及TechWeb联合创始人。作为老朋友，老虎赠送了我一台GEAK Watch，成为最早吃螃蟹的“极客”之一。\n这款厚度为8毫米的手表内部，集成了多种智能传感器，包括温度、导航、动力加速、陀螺仪等多种智能传感器，部分采用更高精度更高可靠性军品级产品，可实现心跳、血压、脉搏、GPS等数据获取。\nGEAK Watch智能手表能够监测佩戴人的运动，是一部7×24小时的计步器，全天记录行动数据，精准分析脂肪燃烧情况，为立志健身者提供最精准的数据支持。\n不仅如此，它还干起了管理睡眠的事情，手表内藏一个睡眠跟踪管理体系，可以跟踪佩戴者每天的睡眠状况，给出更好的睡眠意见。\n在人们无法使用手机的时候，GEAK Watch智能手表可以独立上网，供人们查看邮件、与好友聊天。\n另外，GEAK Watch还有一个功能：对讲机。\nGEAK Watch智能手表可以变成对讲机，即使在没有任何网络的高山上，驴友们也可以通过智能手表组成网络互相通信。“地瓜地瓜，我是土豆”，这些以往需要身背报话机的场景，现在抬抬手腕就能完成。\n\nGEAK Watch 仅仅实现了“应用层”的创新，所以没能迎来最终的辉煌，智能手表的大发展，则要等到谷歌和苹果两大OS阵营的对决之后。\n二、从两雄争霸到三国杀\n1、谷歌Android Wear\n2014年6月26，在谷歌的I/O开发者大会上，谷歌发布了专门针对智能手表的操作系统Android Wear，同时三星和LG分别推出了Gear Live、G Watch、Moto360三款基于Android Wear的操作系统。\nAndroid Wear发展迅速，距LG G Watch和三星Gear Live等首批Android Wear设备发布还不到三个星期，Google Play里这些智能手表的专用应用数量已经超过了数千款。\n正如安卓手机的市占率全球最多一样，基于Wear OS的智能手表也是全球标准，在中国市场，以小米（含华米）为代表的智能可穿戴设备企业们，为谷歌的Wear OS攻城略地。\n2、苹果Apple Watch\n2014年9月10日，苹果推出了Apple Watch，正式向智能手表领域进军。Apple Watch被苹果CEO蒂姆·库克称为“革命性产品”。\nApple Watch首先充满了科技感，包括：\n1、可以实现如 接打电话、Siri 语音、信息、日历、地图等功能，通过手表可以调节iPhone 的GPS。\n2、Apple Watch采用磁力MagSafe插头，支持无线充电，这一设计有效解决了续航问题。Apple Watch也可使用Apple Pay。\n3、为了克服手表表盘屏幕过小的限制，Apple Watch设置了一个数码转轮，通过转动它可以对图像进行缩放或移动图 案。\n4、Apple Watch的屏幕同样支持多点操控。Apple Watch的表冠下有一颗单独的沟通按键，专门启动一个 叫Communication的通讯应用。\n5、苹果对Apple Watch的界面进行了全新设计，用户可以在手表上看到好友列表，与好友通话，甚至把自己 的心率信息分享给好友。\n6、Apple Watch采用苹果自行开发的S1芯片，背部有很多感应器，当用户抬手时，显示屏会自动打开。显示屏上会出 现点状图标，供拉动或点击。\n更重要的是，苹果没有忘记自己“Zhuang B”的核心使命，Apple Watch表盘采用了蓝宝石玻璃，具备防水功能。提供有两种尺寸，以及金色、银色等不同颜色的表带，充分满足卖肾群体的自豪感。\n不出所料的，Apple Watch 一如其他苹果产品，成为最时尚的科技产品之一，延续至今。\n3、华为 鸿蒙harmany OS\n2019年8月9日，华为在东莞举行华为开发者大会，正式发布操作系统华为鸿蒙系统（英文：HUAWEI Harmony OS）。\n华为鸿蒙系统是一款全新的面向全场景的分布式操作系统，创造一个超级虚拟终端互联的世界，将人、设备、场景有机地联系在一起，将消费者在全场景生活中接触的多种智能终端实现极速发现、极速连接、硬件互助、资源共享，用合适的设备提供场景体验。\n2020年9月10日，华为鸿蒙系统升级至Harmony OS 2.0版本。\n2021年6月2日晚，华为正式发布Harmony OS 2，以及多款搭载Harmony OS 2的新产品。这其中就包括了华为智能手表“华为WATCH 3”。\n基于华为自身的定义，鸿蒙系统全面兼容安卓，同时又鼓励开发者为华为鸿蒙设计专属的应用。\n从当前看，要说华为鸿蒙能与谷歌、苹果相提并论，似乎还有些过早。但正所谓：\n“宁欺白须公，莫欺少年穷。终须有日龙穿凤，唔信一世裤穿窿。”\n期盼华为鸿蒙Harmony OS早日独当一面，自成体系。\n其实最早的智能手表，应该是美国的Pebble。\nPebble是众筹募资网站Kickstarter史上最成功的项目之一，在2012年上线筹款，2013年正式发布。Pebble表明了消费者对于一款能够和智能手机进行同步、推送短信、电话、提醒的智能手表产品的巨大兴趣，也由此揭开了整个科技界向智能手表进军的序幕。\nPebble智能手表兼容谷歌的安卓，和苹果的iOS，能与iOS手机或者Android手机建立连接，并采用了更为省电的黑白显示模式，因此其电池续航时间可以达到数天之久。\n但是，科技界的竞争已经不再是单纯的创意竞争，资本力量才是决定胜负的推手。\nPebble，目前依然作为小众产品，顽强地活着。但它的历史使命，已经结束了。\n\n三、中国的智能手表市场\n智能手表已经分化成为三个应用领域，即智能手环、智能手表、智能化的手表。\n1、智能手环\n如上所言，智能手环的诞生之初是为了减肥，所以健康监测、运动数据和时间管理，首先构成了智能手机的基础功能。\n2014年，作者张栋伟，也就是我当时还在众筹网担任合伙人。\n受美国众筹募资网站Kickstarter最成功的项目之一Pebble智能手表的影响，中国市场涌现出无数在智能手环和智能手表领域，以众筹方式开展冷启动的创业项目。\n但是等到7月22日，所有关于“手环”的创业故事，都要戛然而止。\n2014年7月22日，小米公司发布了“小米手环”，以79元定价，横扫了均价300-500元的智能手环市场。\n\n从此以后，手环=小米手环，就像 搜索=百度搜索。\n目前小米手环的最新版是今年 3月末正式发布的“小米手环 6”。\n该产品首次采用了跑道全面屏，新增血氧饱和度监测功能、心脏搏动异常提醒。截至 6月 1日，小米手环 6 全球出货量突破 300 万只。\n\n2、智能手表\n此时必须要讲讲华为，否则海军们就不高兴了。\n实际上，不管是智能手环，还是智能手环，华为的IoAI战略，与小米的IoAI战略路线是一样的，所以在从手机、平板、电脑，到手环、手表、电视机等各个细分领域，两者都在进行强有力的竞争。\n比如上面所说的智能手环，小米取得了第一名的成绩，而第二名就是华为/荣耀 系，两者基本上占据了整个市场空间，给其他品牌留下的份额，也几乎是“其他”。\n所以，这里简单介绍一下最新的小米手表和华为手表。\n（1）小米手表\n小米手表发布于2019年11月5日，采用1.78英寸AMOLED方形大屏，44mm表盘像素密度为326PPI精细显示，大小男女适用。\n\n小米手表内置全功能eSIM芯片，支持独立接打电话和上网，可以是备用机，也可以一号双终端，联通、移动、电信三大运营商均支持。\n全球首发高通骁龙可穿戴旗舰处理器3100 4G版，支持独立WiFi、独立蓝牙，多功能NFC等配置。内置570mAh大容量电池，36小时续航；预装开放生态的手表操作系统MIUI For Watch，提供海量表盘（超过100款）、能下载App，支持自定义表盘，喜欢的功能、照片都可设置为表盘；内置全功能小爱同学，远程操控智能家居；欧洲赛级运动算法「FIRSTBEAT」，支持VO2max最大摄氧量分析，10种专业运动模式。\n小米手表还内置应用市场，针对手表深度定制超过40款常用App，并持续增加中。同时与QQ，Keep、QQ音乐、航旅纵横等多款软件联合深度定制。\n喜欢外观时尚一些的，可以考虑“小米手表Color”，缺点是不能打电话，等于是一个“大号手环”。\n（2）华为手表\n华为 WATCH 3，是华为2021年度旗舰智能手表，也是华为发布的首款Harmony OS智能手表，运行自研的华为鸿蒙Harmony OS操作系统。\n华为WATCH 3拥有运动款、时尚款（真皮表带）、时尚款（尼龙表带）、尊享款四个款式。\n\n华为 WATCH 3 使用了优雅灵动的流线和曲面，配合了 3D 旋转表冠以及 3D 大曲率镜面设计，内蕴一块 1.43 英寸的 AMOLED 触摸屏，分辨率可达 466×466，326PPI，最高可达 1000nits 亮度，提供 60hz 刷新率。\n主打万物互联的华为 WATCH 3 不仅可以轻松控制身边的IoT设备，后续升级通过手表还能操控汽车，进行寻车、开车门、开空调，甚至查里程、油量等，让用户一手掌控智慧生活。\n在健康能力上，华为 Watch 3 新增了体温监测功能，可以实时监测到用户的体温数据。\n另外，华为Watch 3还支持跌倒检测与SOS（适合老年人）、全天候连续血氧饱和度测量，并加入 301 医院心脏健康研究，支持房颤早搏风险筛查、睡眠呼吸暂停风险筛查等。后续，华为还将与中科技大学同济医学院附属同济医院等专业健康机构联合发起呼吸健康研究。\n（3）其他\n在常规的智能手表规格列表中，还有曾经华为旗下的荣耀，以及Vivo等品牌，只要你的预算在1000元以下，实际上可以选择的范围还是比较多。\n3、智能的手表\n之所以将这个标题单独列出来，是因为智能手表毕竟是“可穿戴设备”之一，它的基本属性是“手表”，而不仅仅是智能。\n手表从发明至今，对于公众来说，已经不再是必需的计时器，手机已经完全取代了时钟的功能。继续购买和佩戴手表，最大的需求已经是装饰品。\n因此，智能手表就出现了两个分支方向，一种是手环化，能实现千元以下的良好性价比；另一种则是佩饰化，外观越来越高端，性能越来越极端。\n这里简要介绍几款光彩熠熠的“智能的手表”。\n（1）华米Amazfit GTR 2 eSIM\n\nAmazfit GTR 2 eSIM 版内置了独立通信模块，支持三大运营商的 eSIM 服务。在开通 eSIM 一号双终端或手表独立号码后，即使不带手机，也能时刻保持联系。\n采用无边界设计理念1，曲面玻璃覆盖下的 1.39 英寸高清 AMOLED 大屏与精心打磨的表身自然过渡，带来更佳的设计感和更广的视野。\n视网膜级的 AMOLED 高清大屏，不管是显示时间信息还是各种应用内容，都清晰生动。表盘商店则提供了数十款风格不同的表盘供你选择更换，更支持自定义表盘，可以将喜欢的图片设置成表盘背景。\n（2）华米Amazfit X\n华米Amazfit X除了具备上述智能手表功能之外，就是一个字“NB”。\nAmazfit X 屏幕玻璃采用热弯 3D 工艺，通过 700℃ 高温加热及 6 道热弯工艺，让玻璃达到了 92°的超大弧度，贴合曲面造型，如玉镯般晶莹优美。\n\n（3）华为Watch 3\n\n华为WATCH 3 不仅是手表，还是一个能独立上网，能装 App 的腕上智能终端。\nHUAWEI WATCH 3 支持 4G eSIM 功能，它能脱离手机做很多事情，搭载 HarmonyOS 2，能与多种设备联动，让你体验众多前所未有的功能。\n客厅的扫地机器人，儿童房的空调，主人房的床头灯······家里的智能家电，都可以用 HUAWEI WATCH 3 远程遥控，手表就是你的全屋智能家电遥控器。\n1.43 英寸 AMOLED 彩色屏幕，支持全屏触摸操作，包括滑动、点击、长按，不锈钢+陶瓷的材质，尽显奢华，时刻提示着你，这是一款手表。\n内置加速度传感器、陀螺仪传感器、地磁传感器、光学心率传感器、环境光传感器、气压传感器、体温传感器，满足 ISO 22810:2010 标准 5 ATM 防护等级要求，防水达到 50 米，可用于游泳池或海滨游泳等浅水域的水上活动。\n颜值即正义。\n（4）华为 WATCH GT2 Pro\n华为 Watch GT2 Pro，虽然是2020年9月发布的款式，但是作为运动款智能手表，依然是最能打的。\n蓝宝石镜面、钛金属表框、陶瓷背壳，支持应用市场安装APP，支持轨迹返航、户外信息展示（日出日落等），无线充电、反向充电，24小时血氧监测、心电采集（ECG 版），该有的都有。\n作为一款手表，重要的依然是颜值，上图！\n\n（5）Apple WATCH\n关于苹果的Apple WATCH，我就不多说了。\n\n尾声：\n穷玩车，富玩表，原本是想很理性地分析一下智能手机的市场格局，等开始动笔，就成了一边码字一边流泪，好东西太多了！\n智能手表作为 IoAI 战略里，与用户个人捆绑最紧密的终端，是连接个人场景（手机）、商务场景（电脑）和家庭场景（家电）的核心数据平台和控制平台，必将成为核心战场。","news_type":1,"symbols_score_info":{"AAPL":0.9,"GOOGL":0.9,"QNETCN":0.9,"03086":0.9,"01810":0.9,"09086":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":5159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153913013,"gmtCreate":1625003795032,"gmtModify":1703849739461,"author":{"id":"4087745047715700","authorId":"4087745047715700","name":"EeMei","avatar":"https://static.tigerbbs.com/ef8409d8ad4dd460f4ff6b821735444f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087745047715700","idStr":"4087745047715700"},"themes":[],"title":"","htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/153913013","repostId":"1106873810","repostType":4,"repost":{"id":"1106873810","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":1624989419,"share":"https://ttm.financial/m/news/1106873810?lang=en_US&edition=fundamental","pubTime":"2021-06-30 01:56","market":"us","language":"zh","title":"Dingdong Maicai officially listed on the New York Stock Exchange, opening up 21% on its first day.","url":"https://stock-news.laohu8.com/highlight/detail?id=1106873810","media":"老虎资讯综合","summary":"北京时间6月30日，叮咚买菜正式登陆纽交所，首日开涨21%，此前给出的IPO发行价为每份ADS 23.50美元。\n\n上市前夕发行规模缩减7成\n叮咚买菜在上市前夜紧急更新了IPO招股书，据最新招股书显示","content":"<p>On June 30, Beijing time, Dingdong Maicai officially listed on the New York Stock Exchange, rising 21% on its first day. The previously announced IPO price was $23.50 per ADS.</p><p><img src=\"https://static.tigerbbs.com/8019015b6d73a8f99bab4121482e7be7\" tg-width=\"827\" tg-height=\"595\" referrerpolicy=\"no-referrer\"></p><p><b>The issuance size was reduced by 70% before the IPO.</b></p><p>On the eve of its IPO, Dingdong Maicai urgently updated its IPO prospectus. According to the latest prospectus, Dingdong Maicai has lowered its IPO financing target in the United States to about a quarter of its original target, seeking to raise a maximum of $94.4 million, a 74% decrease from the original plan of $357 million. The number of depositary shares (ADSs) issued has also been cut from 14 million to 3.7 million, with a price range of $23.50 to $25.50.</p><p>A week ago, Dingdong Maicai's first updated prospectus showed that it would publicly offer 14 million American Depositary Shares, which could raise nearly $360 million based on the upper limit of the offering price range. In contrast, the most recently announced fundraising scale has been reduced to a quarter of the previous amount, which is an overall reduction of more than 70%.</p><p><b>About Dingdong Maicai</b></p><p>Dingdong Maicai is headquartered in Shanghai and operates its own grocery shopping app, where consumers can purchase on-demand fresh food through a \"pre-positioned warehouse\" network. The so-called pre-positioned warehouses are warehouses located near residential areas according to a predetermined strategy to ensure that Dingdong Maicai can deliver goods to your door within 30 minutes as promised. Their services now cover a range of major cities, including Shanghai, Beijing, Shenzhen, and Hangzhou.</p><p>Dingdong Maicai was founded in 2017. Its founder and CEO, Liang Changlin, had several successful entrepreneurial experiences before, so it quickly attracted the support of a series of venture capital firms, including Sequoia China and Qiming Ventures. In addition, companies such as Tiger Global, Gaorong Capital, and Dachen Capital are also among the company's shareholders. With substantial capital support, Dingdong Maicai tripled its number of pre-positioned warehouses to 345 in just seven months.</p><p>According to reports, in February 2020, amid the COVID-19 pandemic, Dingdong Maicai processed approximately 300,000 orders daily in Shanghai, and the company's total revenue that year reached approximately US$1.7 billion. As of January 2021, Dingdong Maicai's business covered nearly 30 cities across the country, with approximately 1,000 pre-positioned warehouses and a monthly user base of approximately 6.9 million.</p><p>In this field, Dingdong Maicai's main competitors include Alibaba's Hema, Meituan Maicai, Missfresh, and JD.com.</p><p><b>Financial Performance</b></p><p>Dingdong Maicai's recent financial performance can be roughly summarized as follows: revenue is growing rapidly, but it seems to have peaked; Operating losses and net losses continued to widen, and the net loss rate fluctuated. The cash burn is considerable, but free cash flow remains negative.</p><p>Specifically, Dingdong Maicai's revenue reached RMB 11.336 billion in 2020, a surge of 192.16% compared to RMB 3.88 billion in 2019. In the first quarter of 2021, the company's revenue was RMB 3.802 billion, a year-on-year increase of 46.01%.</p><p>In 2020, Dingdong Maicai suffered an operating loss of RMB 3.162 billion, an increase of 78.42% compared to RMB 1.741 billion in 2019. In the first quarter of 2021, the company suffered an operating loss of RMB 1.334 billion, an increase of 352.20% year-on-year.</p><p>In 2020, Dingdong Maicai suffered a net loss of RMB 3.175 billion, an increase of 69.51% compared to RMB 1.873 billion in 2019. In the first quarter of 2021, the company suffered a net loss of RMB 1.385 billion, an increase of 465.31% year-on-year.</p><p>In 2020, Dingdong Maicai's net loss ratio was 28.0%, a significant decrease from 48.3% in 2019. However, in the first quarter of 2021, the net loss ratio surged from 9.4% in the same period of the previous year to 36.4%.</p><p>As of March 31, 2021, Dingdong Maicai had total liabilities of US$898 million and held cash and equivalents of US$973 million. For the twelve months ended March 31, 2021, the company's free cash flow was -$155 million.</p><p><b>Analysis and Commentary</b></p><p>According to its established strategy, Dingdong Maicai's profits mainly come from the sale of fresh food and other goods through the app. However, they are far from achieving profitability and do not have a clear roadmap. As a result, the pre-warehouse model adopted by Dingdong Maicai and other competitors has been questioned by market observers from time to time.</p><p>To date, Dingdong Maicai has failed to achieve profitability, and judging from its financial data, its losses are even widening, with no clear profit prospects in sight.</p><p>While the market in which Dingdong Maicai operates theoretically has a bright future, the fierce competition and low profit margins are well-known. For example, according to reports, Dingdong Maicai's order execution costs, including delivery fees, packaging fees, and logistics costs, were twice the net revenue of the orders themselves in 2020.</p><p>This means that no matter how much the company's order volume increases, it will not be enough for Dingdong Maicai to turn a profit in the short term, because the fact is that the more orders there are, the greater the loss. In fact, the pre-positioned warehouse model itself is a \"money-swallowing beast,\" and controlling the speed at which this model burns cash is already a serious challenge facing the company.</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>Dingdong Maicai officially listed on the New York Stock Exchange, opening up 21% on its first day.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nDingdong Maicai officially listed on the New York Stock Exchange, opening up 21% on its first day.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-06-30 01:56</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 30, Beijing time, Dingdong Maicai officially listed on the New York Stock Exchange, rising 21% on its first day. The previously announced IPO price was $23.50 per ADS.</p><p><img src=\"https://static.tigerbbs.com/8019015b6d73a8f99bab4121482e7be7\" tg-width=\"827\" tg-height=\"595\" referrerpolicy=\"no-referrer\"></p><p><b>The issuance size was reduced by 70% before the IPO.</b></p><p>On the eve of its IPO, Dingdong Maicai urgently updated its IPO prospectus. According to the latest prospectus, Dingdong Maicai has lowered its IPO financing target in the United States to about a quarter of its original target, seeking to raise a maximum of $94.4 million, a 74% decrease from the original plan of $357 million. The number of depositary shares (ADSs) issued has also been cut from 14 million to 3.7 million, with a price range of $23.50 to $25.50.</p><p>A week ago, Dingdong Maicai's first updated prospectus showed that it would publicly offer 14 million American Depositary Shares, which could raise nearly $360 million based on the upper limit of the offering price range. In contrast, the most recently announced fundraising scale has been reduced to a quarter of the previous amount, which is an overall reduction of more than 70%.</p><p><b>About Dingdong Maicai</b></p><p>Dingdong Maicai is headquartered in Shanghai and operates its own grocery shopping app, where consumers can purchase on-demand fresh food through a \"pre-positioned warehouse\" network. The so-called pre-positioned warehouses are warehouses located near residential areas according to a predetermined strategy to ensure that Dingdong Maicai can deliver goods to your door within 30 minutes as promised. Their services now cover a range of major cities, including Shanghai, Beijing, Shenzhen, and Hangzhou.</p><p>Dingdong Maicai was founded in 2017. Its founder and CEO, Liang Changlin, had several successful entrepreneurial experiences before, so it quickly attracted the support of a series of venture capital firms, including Sequoia China and Qiming Ventures. In addition, companies such as Tiger Global, Gaorong Capital, and Dachen Capital are also among the company's shareholders. With substantial capital support, Dingdong Maicai tripled its number of pre-positioned warehouses to 345 in just seven months.</p><p>According to reports, in February 2020, amid the COVID-19 pandemic, Dingdong Maicai processed approximately 300,000 orders daily in Shanghai, and the company's total revenue that year reached approximately US$1.7 billion. As of January 2021, Dingdong Maicai's business covered nearly 30 cities across the country, with approximately 1,000 pre-positioned warehouses and a monthly user base of approximately 6.9 million.</p><p>In this field, Dingdong Maicai's main competitors include Alibaba's Hema, Meituan Maicai, Missfresh, and JD.com.</p><p><b>Financial Performance</b></p><p>Dingdong Maicai's recent financial performance can be roughly summarized as follows: revenue is growing rapidly, but it seems to have peaked; Operating losses and net losses continued to widen, and the net loss rate fluctuated. The cash burn is considerable, but free cash flow remains negative.</p><p>Specifically, Dingdong Maicai's revenue reached RMB 11.336 billion in 2020, a surge of 192.16% compared to RMB 3.88 billion in 2019. In the first quarter of 2021, the company's revenue was RMB 3.802 billion, a year-on-year increase of 46.01%.</p><p>In 2020, Dingdong Maicai suffered an operating loss of RMB 3.162 billion, an increase of 78.42% compared to RMB 1.741 billion in 2019. In the first quarter of 2021, the company suffered an operating loss of RMB 1.334 billion, an increase of 352.20% year-on-year.</p><p>In 2020, Dingdong Maicai suffered a net loss of RMB 3.175 billion, an increase of 69.51% compared to RMB 1.873 billion in 2019. In the first quarter of 2021, the company suffered a net loss of RMB 1.385 billion, an increase of 465.31% year-on-year.</p><p>In 2020, Dingdong Maicai's net loss ratio was 28.0%, a significant decrease from 48.3% in 2019. However, in the first quarter of 2021, the net loss ratio surged from 9.4% in the same period of the previous year to 36.4%.</p><p>As of March 31, 2021, Dingdong Maicai had total liabilities of US$898 million and held cash and equivalents of US$973 million. For the twelve months ended March 31, 2021, the company's free cash flow was -$155 million.</p><p><b>Analysis and Commentary</b></p><p>According to its established strategy, Dingdong Maicai's profits mainly come from the sale of fresh food and other goods through the app. However, they are far from achieving profitability and do not have a clear roadmap. As a result, the pre-warehouse model adopted by Dingdong Maicai and other competitors has been questioned by market observers from time to time.</p><p>To date, Dingdong Maicai has failed to achieve profitability, and judging from its financial data, its losses are even widening, with no clear profit prospects in sight.</p><p>While the market in which Dingdong Maicai operates theoretically has a bright future, the fierce competition and low profit margins are well-known. For example, according to reports, Dingdong Maicai's order execution costs, including delivery fees, packaging fees, and logistics costs, were twice the net revenue of the orders themselves in 2020.</p><p>This means that no matter how much the company's order volume increases, it will not be enough for Dingdong Maicai to turn a profit in the short term, because the fact is that the more orders there are, the greater the loss. In fact, the pre-positioned warehouse model itself is a \"money-swallowing beast,\" and controlling the speed at which this model burns cash is already a serious challenge facing the company.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8bdbf77f2a44d0a051afa32e60a46fbf","relate_stocks":{"DDL":"叮咚买菜"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106873810","content_text":"北京时间6月30日，叮咚买菜正式登陆纽交所，首日开涨21%，此前给出的IPO发行价为每份ADS 23.50美元。\n\n上市前夕发行规模缩减7成\n叮咚买菜在上市前夜紧急更新了IPO招股书，据最新招股书显示，叮咚买菜将在美国上市融资的目标降低到了原来的四分之一左右，即寻求至多融资9440万美元，比原计划融资的3.57亿美元下降了74%，存托股票(ADS) 发行数量也从1400万股砍到了370万股，价格区间为23.50美元至25.50美元。\n一周前，叮咚买菜首次更新的招股书显示其将公开发行1400万股美国存托股票，彼时按照发行价区间上限计算可筹资达到近3.6亿美元。对比之下，最近一次宣布的募资规模缩减至此前额度的四分之一，即总体缩减幅度超70%。\n关于叮咚买菜\n叮咚买菜总部位于上海，运营着自己的买菜app，消费者可以通过“前置仓”网络购买按需生鲜食品。所谓前置仓，是按照既定策略配置在接近居民区的仓库，确保叮咚买菜能够按照承诺，在三十分钟内送货上门。他们的服务目前已经覆盖了上海、北京、深圳和杭州等一系列主要城市。\n叮咚买菜诞生于2017年，创始人兼首席执行官梁昌霖之前就有多次成功创业的经历，因此很快就吸引了一系列风投资本的支持，包括红杉中国、启明创投等，此外诸如老虎环球、高榕资本、达晨财智等也都在公司股东之列。在雄厚的资本支持下，叮咚买菜只用了七个月时间，就让其前置仓数量增长了三倍，达到了345处。\n据报道，2020年2月，在新冠病毒疫情大爆发的背景下，叮咚买菜在上海每天都要执行大约30万笔订单，公司当年的总营收也达到了大约17亿美元。截至2021年1月，叮咚买菜的业务已经覆盖全国近三十个城市，拥有大约一千家前置仓，每月用户群达到大约690万。\n在这个领域当中，叮咚买菜主要的竞争对手包括阿里巴巴旗下盒马、美团买菜、每日优鲜和京东到家等。\n财务表现\n叮咚买菜近期的财务表现可以大致概括如下：营收高速增长，但疑似已经见顶；运营亏损和净亏损持续扩大，净亏损率起伏不定；烧钱可观，自由现金流依然为负数。\n具体而言，2020年当中，叮咚买菜营收达到113.36亿元人民币，较之2019年的38.80亿元猛增192.16%，2021年第一季度，公司营收38.02亿元，同比增长46.01%。\n2020年当中，叮咚买菜运营亏损31.62亿元人民币，较之2019年的17.41亿元扩大78.42%，2021年第一季度，公司运营亏损13.34亿元，同比扩大352.20%。\n2020年当中，叮咚买菜净亏损31.75亿元人民币，较之2019年的18.73亿元扩大69.51%，2021年第一季度，公司净亏损13.85亿元，同比扩大465.31%。\n2020年当中，叮咚买菜净亏损率28.0%，较之2019年的48.3%大幅降低，但是2021年第一季度，净亏损率又从前一年同期的9.4%猛增到了36.4%。\n截至2021年3月31日，叮咚买菜总负债8.98亿美元，持有现金及等价物9.73亿美元。截至2021年3月31日的十二个月当中，公司自由现金流-1.55亿美元。\n分析评论\n按照既定策略，叮咚买菜的利润主要是来自于通过app完成的生鲜食品和其他各种商品的销售，只是目前，他们还远没有到实现盈利的地步，也看不到清晰的路线图，以至于叮咚买菜和其他竞争对手所采用的前置仓模式本身，都不时受到市场观察家们的质疑。\n迄今为止，叮咚买菜都未能实现盈利，而且从财务数据看，他们的亏损甚至还有扩大的势头，根本看不到明确的盈利前景。\n叮咚买菜所在的市场虽然理论上说来前途远大，但是这里的竞争之激烈和利润率之低也是人尽皆知。比如据报道，叮咚买菜的订单执行成本包括配送费、包装费、物流成本等在内，在2020年内要两倍于订单本身的净营收。\n这也就意味着，不管公司的订单数量如何增长，都不足以让叮咚买菜在短期之内扭亏为盈，因为事实就是，订单越多，亏损越大。事实上，前置仓模式本身就是一头“吞金兽”，要控制这种模式的烧钱速度，已经是摆在公司面前的严峻挑战。","news_type":1,"symbols_score_info":{"DDL":0.9}},"isVote":1,"tweetType":1,"viewCount":5024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150382948,"gmtCreate":1624887514184,"gmtModify":1703847058280,"author":{"id":"4087745047715700","authorId":"4087745047715700","name":"EeMei","avatar":"https://static.tigerbbs.com/ef8409d8ad4dd460f4ff6b821735444f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087745047715700","idStr":"4087745047715700"},"themes":[],"title":"","htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150382948","repostId":"1187387694","repostType":4,"repost":{"id":"1187387694","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":1624883343,"share":"https://ttm.financial/m/news/1187387694?lang=en_US&edition=fundamental","pubTime":"2021-06-28 20:29","market":"us","language":"zh","title":"Pre-market: Surged 54%! Goldman Sachs \"goes crazy bullish\" on a gene compilation company","url":"https://stock-news.laohu8.com/highlight/detail?id=1187387694","media":"老虎资讯综合","summary":"6月28日，美国三大股指期货涨跌不一，截至发稿，道指期货跌0.15%；标普500指数期货涨0.03%；纳斯达克100指数期货涨0.28%。市场要闻\nSK海力士收购英特尔NAND闪存业务在英获准；\n宁德","content":"<p>On June 28, futures for the three major U.S. stock indexes were mixed, with Dow Jones futures down 0.15% as of press time. S&P 500 futures rose 0.03%; Nasdaq 100 futures rose 0.28%.<img src=\"https://static.tigerbbs.com/27239c4752cec4972e9cdc206e599e87\" tg-width=\"828\" tg-height=\"234\" referrerpolicy=\"no-referrer\"><b>Market News</b></p><p>SK Hynix Acquisition<a href=\"https://laohu8.com/S/INTC\">Intel</a>NAND flash memory business approved in the UK;</p><p><a href=\"https://laohu8.com/S/300750\">CATL</a>From January 2022 to December 2025, we will...<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Supply of lithium-ion power battery products;</p><p>Huawei reiterates: It will not invest in or hold a controlling stake in any automaker;</p><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>Chinese customer service responds to iPhone 12 Mini production discontinuation: No production discontinuation notice received;</p><p>Daimler is expected to spin off its truck division and go public before the end of the year;</p><p>FAA says<a href=\"https://laohu8.com/S/BA\">boeing</a>The 777X aircraft may not receive certification until the end of 2023.</p><p><b>Pre-market price</b></p><p>Gene compilation company Intellia Therapeutics (NTLA.US) rose more than 54% in pre-market trading. Intellia Therapeutics and Regeneron Pharmaceuticals (REGN.US) jointly announced that the CRISPR in vivo genome editing therapy NTLA-2001 has achieved positive results in phase 1 clinical trials. A single dose of NTLA-2001 resulted in an average decrease in serum transthyretin levels (TTR) of 87%, with a maximum decrease in TTR of 96% on day 28.<b>Several major banks have raised their target prices for the company, among which<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>and H.C. Wainwright raised its price targets to $163 and $171, respectively.</b></p><p><img src=\"https://static.tigerbbs.com/46fcf6b7e014c960f4578a887dd3bbd3\" tg-width=\"855\" tg-height=\"647\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/CCL\">Carnival Cruises</a>It fell 2.4% in pre-market trading and will sell $50 million worth of shares.</p><p><a href=\"https://laohu8.com/S/LU\">Lufax</a>The stock fell more than 3% in pre-market trading after market news reported that Lufax will use block trades to...<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>49.4 million shares were sold at a price of $11.95 to $12.10 per share.</p><p>US Blockchain stocks rallied in pre-market trading, with Marathon Patent and Riot Blockchain gaining over 3%.<a href=\"https://laohu8.com/S/NCTY\">Ninth City</a>、<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>It rose by more than 2%. Bitcoin topped $35,000 per coin, extending its 24-hour gain to 4.5%.</p><p>Some Chinese concept stocks related to online education rose in pre-market trading.<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>It rose more than 2%.<a href=\"https://laohu8.com/S/LAIX\">Fluent Theory</a>、<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>、<a href=\"https://laohu8.com/S/TAL\">TAL Education Group</a>It rose by more than 1%.</p><p><a href=\"https://laohu8.com/S/SPCE\">Virgin Galactic</a>The stock rose more than 6% in pre-market trading after news broke that the company had received full commercial launch permission from the U.S. Federal Aviation Administration, enabling it to send customers into space. At the same time,<a href=\"https://laohu8.com/S/BCS\">Barclays Bank</a>Analysts raised their price target to $31 from $27.</p><p>Boeing shares fell 1.3% in pre-market trading after the U.S. Federal Aviation Administration raised safety concerns about the 777X aircraft.</p><p>Biopharmaceutical company Syndax rose more than 5% in pre-market trading after market news reported that Syndax's drug had been designated as a \"fast track\" treatment for leukemia by the U.S. Food and Drug Administration.</p><p>Biopharmaceutical companies<a href=\"https://laohu8.com/S/CBIO\">Catalyst Biosciences</a>The stock rose more than 5% in pre-market trading after market news reported that Catalyst Biosciences' bleeding treatment drug received fast-track approval from the U.S. Food and Drug Administration.</p><p>U.S. biotechnology company Atossa Therapeutis (ATOS.O) fell more than 12% in pre-market trading, bringing its year-to-date gains to 807%.</p><p><b>European Market</b></p><p>Major European stock indices were mixed, with Germany's DAX 30 up 0.12% as of press time.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>It fell 0.38%, and the French CAC40 fell 0.31%.<img src=\"https://static.tigerbbs.com/1cf9b5bf6bb8e6d32bdb059c9c5bab02\" tg-width=\"826\" tg-height=\"354\" referrerpolicy=\"no-referrer\"><b>crude oil</b></p><p>Both US and Brent crude oil prices fell. As of press time, WTI crude oil was down 0.23% at $73.87 per barrel. Brent crude oil fell 0.32% to $75.13 a barrel.</p><p>The ongoing dispute between the United States and Iran over restarting the nuclear deal has delayed a surge in Iranian oil exports. Investors are focusing on the outcome of this week's OPEC+ meeting, with analysts expecting higher oil prices to make it easier for OPEC+ to reach an agreement at its ministerial meeting on July 1, when OPEC+ will begin deciding on its production cut strategy in August.</p><p><b>gold</b></p><p>Spot gold fluctuated throughout the day, falling 0.11% to $1,775.85 per ounce as of press time.</p><p>Spot gold prices maintained a range-bound consolidation trend. After the Federal Reserve's decision this month released a hawkish tone, gold prices plummeted, and the market began to look for more clues about the change in the Fed's tone. This week, the market will see the highlight of the US economic data, the June non-farm payroll report, which is expected to bring significant fluctuations to the gold market.</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>Pre-market: Surged 54%! Goldman Sachs \"goes crazy bullish\" on a gene compilation company</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nPre-market: Surged 54%! Goldman Sachs \"goes crazy bullish\" on a gene compilation company\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-06-28 20:29</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 28, futures for the three major U.S. stock indexes were mixed, with Dow Jones futures down 0.15% as of press time. S&P 500 futures rose 0.03%; Nasdaq 100 futures rose 0.28%.<img src=\"https://static.tigerbbs.com/27239c4752cec4972e9cdc206e599e87\" tg-width=\"828\" tg-height=\"234\" referrerpolicy=\"no-referrer\"><b>Market News</b></p><p>SK Hynix Acquisition<a href=\"https://laohu8.com/S/INTC\">Intel</a>NAND flash memory business approved in the UK;</p><p><a href=\"https://laohu8.com/S/300750\">CATL</a>From January 2022 to December 2025, we will...<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Supply of lithium-ion power battery products;</p><p>Huawei reiterates: It will not invest in or hold a controlling stake in any automaker;</p><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>Chinese customer service responds to iPhone 12 Mini production discontinuation: No production discontinuation notice received;</p><p>Daimler is expected to spin off its truck division and go public before the end of the year;</p><p>FAA says<a href=\"https://laohu8.com/S/BA\">boeing</a>The 777X aircraft may not receive certification until the end of 2023.</p><p><b>Pre-market price</b></p><p>Gene compilation company Intellia Therapeutics (NTLA.US) rose more than 54% in pre-market trading. Intellia Therapeutics and Regeneron Pharmaceuticals (REGN.US) jointly announced that the CRISPR in vivo genome editing therapy NTLA-2001 has achieved positive results in phase 1 clinical trials. A single dose of NTLA-2001 resulted in an average decrease in serum transthyretin levels (TTR) of 87%, with a maximum decrease in TTR of 96% on day 28.<b>Several major banks have raised their target prices for the company, among which<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>and H.C. Wainwright raised its price targets to $163 and $171, respectively.</b></p><p><img src=\"https://static.tigerbbs.com/46fcf6b7e014c960f4578a887dd3bbd3\" tg-width=\"855\" tg-height=\"647\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/CCL\">Carnival Cruises</a>It fell 2.4% in pre-market trading and will sell $50 million worth of shares.</p><p><a href=\"https://laohu8.com/S/LU\">Lufax</a>The stock fell more than 3% in pre-market trading after market news reported that Lufax will use block trades to...<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>49.4 million shares were sold at a price of $11.95 to $12.10 per share.</p><p>US Blockchain stocks rallied in pre-market trading, with Marathon Patent and Riot Blockchain gaining over 3%.<a href=\"https://laohu8.com/S/NCTY\">Ninth City</a>、<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>It rose by more than 2%. Bitcoin topped $35,000 per coin, extending its 24-hour gain to 4.5%.</p><p>Some Chinese concept stocks related to online education rose in pre-market trading.<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>It rose more than 2%.<a href=\"https://laohu8.com/S/LAIX\">Fluent Theory</a>、<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>、<a href=\"https://laohu8.com/S/TAL\">TAL Education Group</a>It rose by more than 1%.</p><p><a href=\"https://laohu8.com/S/SPCE\">Virgin Galactic</a>The stock rose more than 6% in pre-market trading after news broke that the company had received full commercial launch permission from the U.S. Federal Aviation Administration, enabling it to send customers into space. At the same time,<a href=\"https://laohu8.com/S/BCS\">Barclays Bank</a>Analysts raised their price target to $31 from $27.</p><p>Boeing shares fell 1.3% in pre-market trading after the U.S. Federal Aviation Administration raised safety concerns about the 777X aircraft.</p><p>Biopharmaceutical company Syndax rose more than 5% in pre-market trading after market news reported that Syndax's drug had been designated as a \"fast track\" treatment for leukemia by the U.S. Food and Drug Administration.</p><p>Biopharmaceutical companies<a href=\"https://laohu8.com/S/CBIO\">Catalyst Biosciences</a>The stock rose more than 5% in pre-market trading after market news reported that Catalyst Biosciences' bleeding treatment drug received fast-track approval from the U.S. Food and Drug Administration.</p><p>U.S. biotechnology company Atossa Therapeutis (ATOS.O) fell more than 12% in pre-market trading, bringing its year-to-date gains to 807%.</p><p><b>European Market</b></p><p>Major European stock indices were mixed, with Germany's DAX 30 up 0.12% as of press time.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>It fell 0.38%, and the French CAC40 fell 0.31%.<img src=\"https://static.tigerbbs.com/1cf9b5bf6bb8e6d32bdb059c9c5bab02\" tg-width=\"826\" tg-height=\"354\" referrerpolicy=\"no-referrer\"><b>crude oil</b></p><p>Both US and Brent crude oil prices fell. As of press time, WTI crude oil was down 0.23% at $73.87 per barrel. Brent crude oil fell 0.32% to $75.13 a barrel.</p><p>The ongoing dispute between the United States and Iran over restarting the nuclear deal has delayed a surge in Iranian oil exports. Investors are focusing on the outcome of this week's OPEC+ meeting, with analysts expecting higher oil prices to make it easier for OPEC+ to reach an agreement at its ministerial meeting on July 1, when OPEC+ will begin deciding on its production cut strategy in August.</p><p><b>gold</b></p><p>Spot gold fluctuated throughout the day, falling 0.11% to $1,775.85 per ounce as of press time.</p><p>Spot gold prices maintained a range-bound consolidation trend. After the Federal Reserve's decision this month released a hawkish tone, gold prices plummeted, and the market began to look for more clues about the change in the Fed's tone. This week, the market will see the highlight of the US economic data, the June non-farm payroll report, which is expected to bring significant fluctuations to the gold market.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"GS":"高盛",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","BA":"波音"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187387694","content_text":"6月28日，美国三大股指期货涨跌不一，截至发稿，道指期货跌0.15%；标普500指数期货涨0.03%；纳斯达克100指数期货涨0.28%。市场要闻\nSK海力士收购英特尔NAND闪存业务在英获准；\n宁德时代：2022年1月至2025年12月，将向特斯拉供应锂离子动力电池产品；\n华为再发声：不会投资和控股任何一家车企；\n苹果中国客服回应iPhone 12 Mini停产：未收到停产通知；\n戴姆勒有望年底前将卡车部门分拆上市；\nFAA称波音777X客机可能要到2023年底才能获得认证。\n盘前行情\n基因编译公司Intellia Therapeutics(NTLA.US)盘前涨超54%。Intellia Therapeutics和再生元制药(REGN.US)联合宣布，在研CRISPR体内基因组编辑疗法NTLA-2001在1期临床试验中获得积极结果。单剂NTLA-2001导致血清中的转甲状腺素蛋白水平(TTR)平均下降87%，在第28天TTR降低幅度最大可达96%。多家大行上调对该公司的目标价，其中高盛和H.C. Wainwright分别将其目标价上调至163美元和171美元。\n嘉年华邮轮盘前跌2.4%，将出售价值5000万美元的股票。\n陆金所盘前跌超3%，市场消息：陆金所将通过大宗交易经由摩根士丹利以每股11.95至12.10美元的价格出售4940万股股票。\n美股区块链概念板块盘前走强，Marathon Patent、Riot Blockchain涨超3%，第九城市、嘉楠科技涨超2%。比特币站上35000美元/枚，24小时涨幅扩大至4.5%。\n部分中概在线教育概念股盘前上涨，高途涨超2%，流利说、新东方、好未来涨超1%。\n维珍银河盘前涨超6%，消息面上，公司获美国联邦航空管理局的全面商业发射许可，可将客户送入太空。同时，巴克莱银行分析师将其目标价从27美元上调至31美元。\n波音盘前跌1.3%，此前美国联邦航空管理局对777X飞机提出安全担忧。\n生物制药公司Syndax盘前涨超5%，市场消息：Syndax的药物获得美国食品药品监督管理局白血病治疗“快速通道”指定。\n生物制药公司Catalyst Biosciences盘前涨超5%，市场消息：Catalyst Biosciences出血治疗药物获得美国食品药品监督管理局的快速审批通道。\n美国生物科技公司Atossa Therapeutis(ATOS.O)盘前跌超12%，今年迄今累计涨幅为807%。\n欧洲市场\n欧洲主要股指涨跌不一，截至发稿，德国DAX30指数涨0.12%，英国富时100跌0.38%、法国CAC40跌0.31%。原油\n美、布两油下跌，截止发稿，WTI原油跌0.23%，报73.87美元/桶；布伦特原油跌0.32%，报75.13美元/桶。\n美国和伊朗在重启核协议的问题上争论不休，推迟了伊朗石油出口的激增，投资者关注本周OPEC+会议的结果，分析预计油价上涨将使OPEC+在7月1日的部长级会议上更容易达成协议，届时OPEC+将从8月开始决定其减产战略。\n黄金\n现货黄金日内震荡，截止发稿，跌0.11%，报1775.85美元/盎司。\n现货金价维持区间震荡整理的走势，在本月美联储决议释放鹰派基调金价大跌之后，市场开始寻找美联储基调变化的更多线索，本周市场迎来美国经济数据的重头戏6月非农就业报告，相信这份报告会给黄金市场带来大幅度波动。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,"BA":0.9,".SPX":0.9,"GS":0.9}},"isVote":1,"tweetType":1,"viewCount":5184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":150382948,"gmtCreate":1624887514184,"gmtModify":1703847058280,"author":{"id":"4087745047715700","authorId":"4087745047715700","name":"EeMei","avatar":"https://static.tigerbbs.com/ef8409d8ad4dd460f4ff6b821735444f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087745047715700","idStr":"4087745047715700"},"themes":[],"title":"","htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150382948","repostId":"1187387694","repostType":4,"repost":{"id":"1187387694","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":1624883343,"share":"https://ttm.financial/m/news/1187387694?lang=en_US&edition=fundamental","pubTime":"2021-06-28 20:29","market":"us","language":"zh","title":"Pre-market: Surged 54%! Goldman Sachs \"goes crazy bullish\" on a gene compilation company","url":"https://stock-news.laohu8.com/highlight/detail?id=1187387694","media":"老虎资讯综合","summary":"6月28日，美国三大股指期货涨跌不一，截至发稿，道指期货跌0.15%；标普500指数期货涨0.03%；纳斯达克100指数期货涨0.28%。市场要闻\nSK海力士收购英特尔NAND闪存业务在英获准；\n宁德","content":"<p>On June 28, futures for the three major U.S. stock indexes were mixed, with Dow Jones futures down 0.15% as of press time. S&P 500 futures rose 0.03%; Nasdaq 100 futures rose 0.28%.<img src=\"https://static.tigerbbs.com/27239c4752cec4972e9cdc206e599e87\" tg-width=\"828\" tg-height=\"234\" referrerpolicy=\"no-referrer\"><b>Market News</b></p><p>SK Hynix Acquisition<a href=\"https://laohu8.com/S/INTC\">Intel</a>NAND flash memory business approved in the UK;</p><p><a href=\"https://laohu8.com/S/300750\">CATL</a>From January 2022 to December 2025, we will...<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Supply of lithium-ion power battery products;</p><p>Huawei reiterates: It will not invest in or hold a controlling stake in any automaker;</p><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>Chinese customer service responds to iPhone 12 Mini production discontinuation: No production discontinuation notice received;</p><p>Daimler is expected to spin off its truck division and go public before the end of the year;</p><p>FAA says<a href=\"https://laohu8.com/S/BA\">boeing</a>The 777X aircraft may not receive certification until the end of 2023.</p><p><b>Pre-market price</b></p><p>Gene compilation company Intellia Therapeutics (NTLA.US) rose more than 54% in pre-market trading. Intellia Therapeutics and Regeneron Pharmaceuticals (REGN.US) jointly announced that the CRISPR in vivo genome editing therapy NTLA-2001 has achieved positive results in phase 1 clinical trials. A single dose of NTLA-2001 resulted in an average decrease in serum transthyretin levels (TTR) of 87%, with a maximum decrease in TTR of 96% on day 28.<b>Several major banks have raised their target prices for the company, among which<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>and H.C. Wainwright raised its price targets to $163 and $171, respectively.</b></p><p><img src=\"https://static.tigerbbs.com/46fcf6b7e014c960f4578a887dd3bbd3\" tg-width=\"855\" tg-height=\"647\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/CCL\">Carnival Cruises</a>It fell 2.4% in pre-market trading and will sell $50 million worth of shares.</p><p><a href=\"https://laohu8.com/S/LU\">Lufax</a>The stock fell more than 3% in pre-market trading after market news reported that Lufax will use block trades to...<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>49.4 million shares were sold at a price of $11.95 to $12.10 per share.</p><p>US Blockchain stocks rallied in pre-market trading, with Marathon Patent and Riot Blockchain gaining over 3%.<a href=\"https://laohu8.com/S/NCTY\">Ninth City</a>、<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>It rose by more than 2%. Bitcoin topped $35,000 per coin, extending its 24-hour gain to 4.5%.</p><p>Some Chinese concept stocks related to online education rose in pre-market trading.<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>It rose more than 2%.<a href=\"https://laohu8.com/S/LAIX\">Fluent Theory</a>、<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>、<a href=\"https://laohu8.com/S/TAL\">TAL Education Group</a>It rose by more than 1%.</p><p><a href=\"https://laohu8.com/S/SPCE\">Virgin Galactic</a>The stock rose more than 6% in pre-market trading after news broke that the company had received full commercial launch permission from the U.S. Federal Aviation Administration, enabling it to send customers into space. At the same time,<a href=\"https://laohu8.com/S/BCS\">Barclays Bank</a>Analysts raised their price target to $31 from $27.</p><p>Boeing shares fell 1.3% in pre-market trading after the U.S. Federal Aviation Administration raised safety concerns about the 777X aircraft.</p><p>Biopharmaceutical company Syndax rose more than 5% in pre-market trading after market news reported that Syndax's drug had been designated as a \"fast track\" treatment for leukemia by the U.S. Food and Drug Administration.</p><p>Biopharmaceutical companies<a href=\"https://laohu8.com/S/CBIO\">Catalyst Biosciences</a>The stock rose more than 5% in pre-market trading after market news reported that Catalyst Biosciences' bleeding treatment drug received fast-track approval from the U.S. Food and Drug Administration.</p><p>U.S. biotechnology company Atossa Therapeutis (ATOS.O) fell more than 12% in pre-market trading, bringing its year-to-date gains to 807%.</p><p><b>European Market</b></p><p>Major European stock indices were mixed, with Germany's DAX 30 up 0.12% as of press time.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>It fell 0.38%, and the French CAC40 fell 0.31%.<img src=\"https://static.tigerbbs.com/1cf9b5bf6bb8e6d32bdb059c9c5bab02\" tg-width=\"826\" tg-height=\"354\" referrerpolicy=\"no-referrer\"><b>crude oil</b></p><p>Both US and Brent crude oil prices fell. As of press time, WTI crude oil was down 0.23% at $73.87 per barrel. Brent crude oil fell 0.32% to $75.13 a barrel.</p><p>The ongoing dispute between the United States and Iran over restarting the nuclear deal has delayed a surge in Iranian oil exports. Investors are focusing on the outcome of this week's OPEC+ meeting, with analysts expecting higher oil prices to make it easier for OPEC+ to reach an agreement at its ministerial meeting on July 1, when OPEC+ will begin deciding on its production cut strategy in August.</p><p><b>gold</b></p><p>Spot gold fluctuated throughout the day, falling 0.11% to $1,775.85 per ounce as of press time.</p><p>Spot gold prices maintained a range-bound consolidation trend. After the Federal Reserve's decision this month released a hawkish tone, gold prices plummeted, and the market began to look for more clues about the change in the Fed's tone. This week, the market will see the highlight of the US economic data, the June non-farm payroll report, which is expected to bring significant fluctuations to the gold market.</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>Pre-market: Surged 54%! Goldman Sachs \"goes crazy bullish\" on a gene compilation company</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nPre-market: Surged 54%! Goldman Sachs \"goes crazy bullish\" on a gene compilation company\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-06-28 20:29</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 28, futures for the three major U.S. stock indexes were mixed, with Dow Jones futures down 0.15% as of press time. S&P 500 futures rose 0.03%; Nasdaq 100 futures rose 0.28%.<img src=\"https://static.tigerbbs.com/27239c4752cec4972e9cdc206e599e87\" tg-width=\"828\" tg-height=\"234\" referrerpolicy=\"no-referrer\"><b>Market News</b></p><p>SK Hynix Acquisition<a href=\"https://laohu8.com/S/INTC\">Intel</a>NAND flash memory business approved in the UK;</p><p><a href=\"https://laohu8.com/S/300750\">CATL</a>From January 2022 to December 2025, we will...<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Supply of lithium-ion power battery products;</p><p>Huawei reiterates: It will not invest in or hold a controlling stake in any automaker;</p><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>Chinese customer service responds to iPhone 12 Mini production discontinuation: No production discontinuation notice received;</p><p>Daimler is expected to spin off its truck division and go public before the end of the year;</p><p>FAA says<a href=\"https://laohu8.com/S/BA\">boeing</a>The 777X aircraft may not receive certification until the end of 2023.</p><p><b>Pre-market price</b></p><p>Gene compilation company Intellia Therapeutics (NTLA.US) rose more than 54% in pre-market trading. Intellia Therapeutics and Regeneron Pharmaceuticals (REGN.US) jointly announced that the CRISPR in vivo genome editing therapy NTLA-2001 has achieved positive results in phase 1 clinical trials. A single dose of NTLA-2001 resulted in an average decrease in serum transthyretin levels (TTR) of 87%, with a maximum decrease in TTR of 96% on day 28.<b>Several major banks have raised their target prices for the company, among which<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>and H.C. Wainwright raised its price targets to $163 and $171, respectively.</b></p><p><img src=\"https://static.tigerbbs.com/46fcf6b7e014c960f4578a887dd3bbd3\" tg-width=\"855\" tg-height=\"647\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/CCL\">Carnival Cruises</a>It fell 2.4% in pre-market trading and will sell $50 million worth of shares.</p><p><a href=\"https://laohu8.com/S/LU\">Lufax</a>The stock fell more than 3% in pre-market trading after market news reported that Lufax will use block trades to...<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>49.4 million shares were sold at a price of $11.95 to $12.10 per share.</p><p>US Blockchain stocks rallied in pre-market trading, with Marathon Patent and Riot Blockchain gaining over 3%.<a href=\"https://laohu8.com/S/NCTY\">Ninth City</a>、<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>It rose by more than 2%. Bitcoin topped $35,000 per coin, extending its 24-hour gain to 4.5%.</p><p>Some Chinese concept stocks related to online education rose in pre-market trading.<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>It rose more than 2%.<a href=\"https://laohu8.com/S/LAIX\">Fluent Theory</a>、<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>、<a href=\"https://laohu8.com/S/TAL\">TAL Education Group</a>It rose by more than 1%.</p><p><a href=\"https://laohu8.com/S/SPCE\">Virgin Galactic</a>The stock rose more than 6% in pre-market trading after news broke that the company had received full commercial launch permission from the U.S. Federal Aviation Administration, enabling it to send customers into space. At the same time,<a href=\"https://laohu8.com/S/BCS\">Barclays Bank</a>Analysts raised their price target to $31 from $27.</p><p>Boeing shares fell 1.3% in pre-market trading after the U.S. Federal Aviation Administration raised safety concerns about the 777X aircraft.</p><p>Biopharmaceutical company Syndax rose more than 5% in pre-market trading after market news reported that Syndax's drug had been designated as a \"fast track\" treatment for leukemia by the U.S. Food and Drug Administration.</p><p>Biopharmaceutical companies<a href=\"https://laohu8.com/S/CBIO\">Catalyst Biosciences</a>The stock rose more than 5% in pre-market trading after market news reported that Catalyst Biosciences' bleeding treatment drug received fast-track approval from the U.S. Food and Drug Administration.</p><p>U.S. biotechnology company Atossa Therapeutis (ATOS.O) fell more than 12% in pre-market trading, bringing its year-to-date gains to 807%.</p><p><b>European Market</b></p><p>Major European stock indices were mixed, with Germany's DAX 30 up 0.12% as of press time.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>It fell 0.38%, and the French CAC40 fell 0.31%.<img src=\"https://static.tigerbbs.com/1cf9b5bf6bb8e6d32bdb059c9c5bab02\" tg-width=\"826\" tg-height=\"354\" referrerpolicy=\"no-referrer\"><b>crude oil</b></p><p>Both US and Brent crude oil prices fell. As of press time, WTI crude oil was down 0.23% at $73.87 per barrel. Brent crude oil fell 0.32% to $75.13 a barrel.</p><p>The ongoing dispute between the United States and Iran over restarting the nuclear deal has delayed a surge in Iranian oil exports. Investors are focusing on the outcome of this week's OPEC+ meeting, with analysts expecting higher oil prices to make it easier for OPEC+ to reach an agreement at its ministerial meeting on July 1, when OPEC+ will begin deciding on its production cut strategy in August.</p><p><b>gold</b></p><p>Spot gold fluctuated throughout the day, falling 0.11% to $1,775.85 per ounce as of press time.</p><p>Spot gold prices maintained a range-bound consolidation trend. After the Federal Reserve's decision this month released a hawkish tone, gold prices plummeted, and the market began to look for more clues about the change in the Fed's tone. This week, the market will see the highlight of the US economic data, the June non-farm payroll report, which is expected to bring significant fluctuations to the gold market.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"GS":"高盛",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","BA":"波音"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187387694","content_text":"6月28日，美国三大股指期货涨跌不一，截至发稿，道指期货跌0.15%；标普500指数期货涨0.03%；纳斯达克100指数期货涨0.28%。市场要闻\nSK海力士收购英特尔NAND闪存业务在英获准；\n宁德时代：2022年1月至2025年12月，将向特斯拉供应锂离子动力电池产品；\n华为再发声：不会投资和控股任何一家车企；\n苹果中国客服回应iPhone 12 Mini停产：未收到停产通知；\n戴姆勒有望年底前将卡车部门分拆上市；\nFAA称波音777X客机可能要到2023年底才能获得认证。\n盘前行情\n基因编译公司Intellia Therapeutics(NTLA.US)盘前涨超54%。Intellia Therapeutics和再生元制药(REGN.US)联合宣布，在研CRISPR体内基因组编辑疗法NTLA-2001在1期临床试验中获得积极结果。单剂NTLA-2001导致血清中的转甲状腺素蛋白水平(TTR)平均下降87%，在第28天TTR降低幅度最大可达96%。多家大行上调对该公司的目标价，其中高盛和H.C. Wainwright分别将其目标价上调至163美元和171美元。\n嘉年华邮轮盘前跌2.4%，将出售价值5000万美元的股票。\n陆金所盘前跌超3%，市场消息：陆金所将通过大宗交易经由摩根士丹利以每股11.95至12.10美元的价格出售4940万股股票。\n美股区块链概念板块盘前走强，Marathon Patent、Riot Blockchain涨超3%，第九城市、嘉楠科技涨超2%。比特币站上35000美元/枚，24小时涨幅扩大至4.5%。\n部分中概在线教育概念股盘前上涨，高途涨超2%，流利说、新东方、好未来涨超1%。\n维珍银河盘前涨超6%，消息面上，公司获美国联邦航空管理局的全面商业发射许可，可将客户送入太空。同时，巴克莱银行分析师将其目标价从27美元上调至31美元。\n波音盘前跌1.3%，此前美国联邦航空管理局对777X飞机提出安全担忧。\n生物制药公司Syndax盘前涨超5%，市场消息：Syndax的药物获得美国食品药品监督管理局白血病治疗“快速通道”指定。\n生物制药公司Catalyst Biosciences盘前涨超5%，市场消息：Catalyst Biosciences出血治疗药物获得美国食品药品监督管理局的快速审批通道。\n美国生物科技公司Atossa Therapeutis(ATOS.O)盘前跌超12%，今年迄今累计涨幅为807%。\n欧洲市场\n欧洲主要股指涨跌不一，截至发稿，德国DAX30指数涨0.12%，英国富时100跌0.38%、法国CAC40跌0.31%。原油\n美、布两油下跌，截止发稿，WTI原油跌0.23%，报73.87美元/桶；布伦特原油跌0.32%，报75.13美元/桶。\n美国和伊朗在重启核协议的问题上争论不休，推迟了伊朗石油出口的激增，投资者关注本周OPEC+会议的结果，分析预计油价上涨将使OPEC+在7月1日的部长级会议上更容易达成协议，届时OPEC+将从8月开始决定其减产战略。\n黄金\n现货黄金日内震荡，截止发稿，跌0.11%，报1775.85美元/盎司。\n现货金价维持区间震荡整理的走势，在本月美联储决议释放鹰派基调金价大跌之后，市场开始寻找美联储基调变化的更多线索，本周市场迎来美国经济数据的重头戏6月非农就业报告，相信这份报告会给黄金市场带来大幅度波动。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,"BA":0.9,".SPX":0.9,"GS":0.9}},"isVote":1,"tweetType":1,"viewCount":5184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153914555,"gmtCreate":1625004492477,"gmtModify":1703849749154,"author":{"id":"4087745047715700","authorId":"4087745047715700","name":"EeMei","avatar":"https://static.tigerbbs.com/ef8409d8ad4dd460f4ff6b821735444f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087745047715700","idStr":"4087745047715700"},"themes":[],"title":"","htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/153914555","repostId":"1102942162","repostType":4,"repost":{"id":"1102942162","kind":"news","pubTimestamp":1624972114,"share":"https://ttm.financial/m/news/1102942162?lang=en_US&edition=fundamental","pubTime":"2021-06-29 21:08","market":"sh","language":"zh","title":"In the first half of the year, these 11 biopharmaceutical companies invested in by Hillhouse Capital officially went public.","url":"https://stock-news.laohu8.com/highlight/detail?id=1102942162","media":"医药观澜","summary":"2021年高瓴的IPO方向以新一代基因治疗、细胞疗法的创新药为主。就其投资的企业类型来看，创新研发能力强、处于早期阶段的科创企业更受青睐。\n公开资料显示，2021年以来，已经有11家高瓴投资的生物医药","content":"<p>In 2021, Hillhouse Capital's IPO focused on innovative drugs for next-generation gene therapy and cell therapy. In terms of the types of companies they invest in, science and technology innovation companies with strong innovation and R&D capabilities and in their early stages are more favored.</p><p>Public information shows that since 2021, 11 biopharmaceutical companies invested in by Hillhouse Capital have officially IPOed on different stock exchanges. Looking at the 11 IPO projects, all of them are technology innovation-driven companies. Among them, there are 7 emerging companies focusing on innovative therapies, and their research fields include cell therapy, innovative ophthalmic drugs, autoimmune diseases, etc. This article will share basic information about these 7 companies for readers' reference only.</p><p>1. CARsgen Pharmaceuticals</p><p>Research Area: Cell Therapy</p><p>CARsgen is a clinical-stage biopharmaceutical company focused on innovative cell therapies for the treatment of solid tumors and hematological malignancies. Since its inception, CARsgen has been developing innovative and differentiated innovative products with a focus on CAR-T cell therapy. Public information shows that the company's CAR-T candidate products are evidence-based novel tumor-associated antigens and have been carefully designed and optimized to reduce the common side effects of existing CAR-T therapies. In June 2021, CARsgen was officially listed on the Hong Kong Stock Exchange.<img src=\"https://static.tigerbbs.com/0718a4dbb06171c8ac471c5b084ded19\" tg-width=\"345\" tg-height=\"129\" referrerpolicy=\"no-referrer\">It is reported that CARsgen Pharmaceuticals has now established a pipeline containing 11 candidate products, and 6 of them are in the clinical development stage. Among them, BCMA-targeted CAR-T therapy CT053 has been granted regenerative medicine advanced therapy designation (RMAT) and orphan drug designation by the FDA, priority drug designation (PRIME) and orphan drug designation by the European Medicines Agency (EMA), and China National Medical Products Administration (NMPA) granted breakthrough therapeutic varieties. In addition, the company's products under development also include CLDN18.2 targeted CAR-T products, autologous CAR-T candidate products targeting phosphatidylinositol proteoglycan-3 (GPC3), etc.</p><p>2. Century Therapeutics</p><p>Research Area: Cell Therapy</p><p>Century Therapeutics is committed to utilizing the potential of adult stem cells to develop cell therapy products for the treatment of cancer to overcome the limitations of first-generation cell therapy. The company's technology platform relies on induced pluripotent stem cells (iPSCs) with unlimited self-renewal capabilities. This technology creates a master cell bank through multiple rounds of cell engineering. These cells can expand and differentiate into immune effector cells, thereby providing a large number of allogeneic and homologous therapeutic products. In June 2021, the company went public on Nasdaq.<img src=\"https://static.tigerbbs.com/ebdab209c719a1865a19e7329210a703\" tg-width=\"570\" tg-height=\"190\" referrerpolicy=\"no-referrer\">According to reports, Century Therapeutics' preclinical research and development projects include a variety of induced pluripotent stem cell-derived CAR-iT and CAR-iNK cell products, which are intended to be developed for the treatment of blood cancers and solid tumors. Among them, the drug candidate CNTY-101 is an allogeneic, iPSC-derived CAR-iNK cell therapy, which is planned to be developed for the treatment of relapsed/refractory B-cell lymphoma. The drug candidate CNTY-103 is a CAR-iNK candidate targeting CD133/EGFR and is intended for the treatment of recurrent glioblastoma (GBM). In addition, the company is also developing drug candidates for the treatment of relapsed/refractory B-cell lymphoma, acute myeloid leukemia (AML) and other diseases.</p><p>3. Lyell Immunopharma</p><p>Research Area: Cell Therapy</p><p>Lyell Immunopharma aims to develop solid tumor T cell therapy with \"cure\" potential by \"reprogramming\" T cells. In June 2021, the company officially listed on Nasdaq. Lyell believes that T cell therapy faces two major obstacles in the treatment of solid tumors: First, T cell depletion causes it to lose its function of killing tumor cells; Second, the stem cell characteristics of T cells are not durable enough, resulting in limited ability of T cell therapy to continuously proliferate and renew. Lyell is applying its proprietary ex vivo genetic and epigenetic reprogramming technology platforms Gen-R and Epi-R to address these barriers to develop innovative therapies.<img src=\"https://static.tigerbbs.com/156517955166f0a82d8bd8c0e03602f3\" tg-width=\"200\" tg-height=\"200\" referrerpolicy=\"no-referrer\">According to reports, LYL797 developed by Lyell is a CAR-T therapy under development targeting the ROR1 antigen. The product adds a safety switch based on the optimized epidermal growth factor receptor (EGFR) and is intended to be developed for the treatment of ROR1-expressing non-small cell lung cancer, triple-negative breast cancer and other cancers. Another product candidate, LYL845, is an autologous tumor-infiltrating lymphocyte (TIL) therapy that is expected to treat a variety of solid tumors. In addition, the company is also collaborating with GlaxoSmithKline (GSK) to develop TCR-T cell therapy targeting NY-ESO-1.</p><p>4. Talaris Therapeutics</p><p>Research Area: Cell Therapy</p><p>Talaris Therapeutics is committed to developing treatments through one-time cell therapy to permanently solve the problem that organ transplant patients need to receive long-term immunosuppressive therapy. In May 2021, the company went public on Nasdaq.<img src=\"https://static.tigerbbs.com/94382e61a569a56d90efdf9e700b4aa4\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\">The side effects of long-term use of immunosuppressive drugs made Dr. Suzanne Ildstad, the founder of Talaris, determined to develop an innovative therapy to improve the body's immune tolerance. Her research found that there are facilitating cells in the bone marrow. These cells are different from stem cells. They can help stem cells transplanted into the host migrate into the bone marrow, where immune cells and other blood cells are produced. In addition, promoting cells can also enhance the host's immune tolerance and reduce the risk of graft-versus-host disease (GVHD). According to reports, the cell therapy FCR001 developed by Talaris has entered the late clinical trial stage, and is intended to be developed to treat patients who have previously received living donor kidney transplantation, patients with severe autoimmune diseases, etc. Previously, the FDA had granted FCR001 orphan drug designation and regenerative medicine advanced therapy designation (RMAT).</p><p>5. Zhaoke Ophthalmology</p><p>Research field: Innovative ophthalmic drugs</p><p>Zhaoke Eye Hospital is dedicated to the discovery, development and commercialization of ophthalmic therapies. Through independent development or licensed introduction, Zhaoke Ophthalmology has established a comprehensive ophthalmic drug pipeline comprising 25 drug candidates (including 13 innovative drugs and 12 generic drugs), covering most major ophthalmic indications affecting the anterior and posterior segments of the eye. In April 2021, Zhaoke Eye Hospital was officially listed on the Hong Kong Stock Exchange.</p><p><img src=\"https://static.tigerbbs.com/d46d549a89fd16eba51aeeef02ba7eab\" tg-width=\"640\" tg-height=\"177\" referrerpolicy=\"no-referrer\"></p><p>It is reported that Zhaoke Ophthalmology's initial research and development focuses on five major ophthalmological indications in China: dry eye disease (DED), wet age-related macular degeneration (wAMD), diabetic macular edema (DME), myopia, and glaucoma. Due to the presence of multiple pathological processes, the development of many ophthalmic diseases is divided into multiple stages. Therefore, most ophthalmic diseases are heterogeneous diseases. For different ophthalmic indications, Zhaoke Ophthalmology's development strategy is to select and develop multiple drug candidates with different mechanisms of action, hoping to bring flexible treatment options to patients through monotherapy or combination administration.</p><p>6. Design Therapeutics</p><p>Research area: Autoimmune diseases</p><p>Design Therapeutics is committed to developing drugs to treat severe degenerative diseases caused by nucleotide repeat amplification. The company was listed on Nasdaq in March 2021. Nucleotide repeat diseases are a class of genetic diseases caused by the repeated amplification of certain short sequences of genes. Depending on their location, repeated sequences may lead to alterations in the regulation of gene expression or produce toxic gene products, which are considered important factors in causing degenerative diseases.</p><p><img src=\"https://static.tigerbbs.com/bea91a3c2d92095a7a6f6b3a4d4c8a53\" tg-width=\"640\" tg-height=\"187\" referrerpolicy=\"no-referrer\">According to Design Therapeutics' official website, the company currently has two main research projects. One of the research projects is aimed at patients with Friedreich's ataxia (FA). FA is the most common type of hereditary ataxia. Due to mutations in the FXN gene, the production of frataxin is limited, which in turn leads to various debilitating symptoms and complications. Another research project targets the indication of myotonic dystrophy type-1 (DM1). DM1 is a single-gene, autosomal dominant, progressive neuromuscular disease caused by mutations in the DMPK gene that affects skeletal muscle, heart, brain, and other organs. The main features of the disease include muscle weakness, myotonia (slow muscle relaxation), and early cataracts. In addition, affected individuals often experience arrhythmias and changes in neuropsychological function.</p><p>7、Instil Bio</p><p>Research Area: Cell Therapy</p><p>Instil Bio is a global clinical-stage cell therapy company dedicated to developing tumor-infiltrating lymphocyte therapies for the treatment of cancer. The company was listed on NASDAQ in March 2021. According to information on Instil Bio's official website, the company's fastest-progressing product under development is ITIL-168, and its clinical trial for the treatment of advanced melanoma has entered the phase 1 clinical trial stage. In addition, ITIL-168 is also planned to be developed for the treatment of indications such as cutaneous squamous cell carcinoma (CSCC), non-small cell lung cancer (NSCLC) and cervical cancer.<img src=\"https://static.tigerbbs.com/10d035fb5dbb022afd385010f2bad15c\" tg-width=\"575\" tg-height=\"269\" referrerpolicy=\"no-referrer\">In addition to the aforementioned companies, Hillhouse Capital's investments in Nanomicro Technology (research field: nanospheres), Times Angel (research field: oral devices), Xintong Medical (research field: heart valves), and Beikang Medical (research field: in vitro diagnostics) have also IPOed this year. Due to space limitations, this article will not introduce them one by one.</p><p>Currently, Hillhouse Capital's IPO focus in 2021 is mainly on innovative drugs for next-generation gene therapy and cell therapy. In terms of the types of companies they invest in, science and technology innovation companies with strong innovation and R&D capabilities and in their early stages are more favored. Hillhouse Capital has made multiple rounds of investments in most of these projects and is a long-term supporter of these companies.</p><p>We hope that these companies, with the help of capital, can launch their innovative products to the market as soon as possible, benefiting human health.</p>","source":"lsy1593326364857","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>In the first half of the year, these 11 biopharmaceutical companies invested in by Hillhouse Capital officially went public.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nIn the first half of the year, these 11 biopharmaceutical companies invested in by Hillhouse Capital officially went public.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">医药观澜</strong><span class=\"h-time small\">2021-06-29 21:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In 2021, Hillhouse Capital's IPO focused on innovative drugs for next-generation gene therapy and cell therapy. In terms of the types of companies they invest in, science and technology innovation companies with strong innovation and R&D capabilities and in their early stages are more favored.</p><p>Public information shows that since 2021, 11 biopharmaceutical companies invested in by Hillhouse Capital have officially IPOed on different stock exchanges. Looking at the 11 IPO projects, all of them are technology innovation-driven companies. Among them, there are 7 emerging companies focusing on innovative therapies, and their research fields include cell therapy, innovative ophthalmic drugs, autoimmune diseases, etc. This article will share basic information about these 7 companies for readers' reference only.</p><p>1. CARsgen Pharmaceuticals</p><p>Research Area: Cell Therapy</p><p>CARsgen is a clinical-stage biopharmaceutical company focused on innovative cell therapies for the treatment of solid tumors and hematological malignancies. Since its inception, CARsgen has been developing innovative and differentiated innovative products with a focus on CAR-T cell therapy. Public information shows that the company's CAR-T candidate products are evidence-based novel tumor-associated antigens and have been carefully designed and optimized to reduce the common side effects of existing CAR-T therapies. In June 2021, CARsgen was officially listed on the Hong Kong Stock Exchange.<img src=\"https://static.tigerbbs.com/0718a4dbb06171c8ac471c5b084ded19\" tg-width=\"345\" tg-height=\"129\" referrerpolicy=\"no-referrer\">It is reported that CARsgen Pharmaceuticals has now established a pipeline containing 11 candidate products, and 6 of them are in the clinical development stage. Among them, BCMA-targeted CAR-T therapy CT053 has been granted regenerative medicine advanced therapy designation (RMAT) and orphan drug designation by the FDA, priority drug designation (PRIME) and orphan drug designation by the European Medicines Agency (EMA), and China National Medical Products Administration (NMPA) granted breakthrough therapeutic varieties. In addition, the company's products under development also include CLDN18.2 targeted CAR-T products, autologous CAR-T candidate products targeting phosphatidylinositol proteoglycan-3 (GPC3), etc.</p><p>2. Century Therapeutics</p><p>Research Area: Cell Therapy</p><p>Century Therapeutics is committed to utilizing the potential of adult stem cells to develop cell therapy products for the treatment of cancer to overcome the limitations of first-generation cell therapy. The company's technology platform relies on induced pluripotent stem cells (iPSCs) with unlimited self-renewal capabilities. This technology creates a master cell bank through multiple rounds of cell engineering. These cells can expand and differentiate into immune effector cells, thereby providing a large number of allogeneic and homologous therapeutic products. In June 2021, the company went public on Nasdaq.<img src=\"https://static.tigerbbs.com/ebdab209c719a1865a19e7329210a703\" tg-width=\"570\" tg-height=\"190\" referrerpolicy=\"no-referrer\">According to reports, Century Therapeutics' preclinical research and development projects include a variety of induced pluripotent stem cell-derived CAR-iT and CAR-iNK cell products, which are intended to be developed for the treatment of blood cancers and solid tumors. Among them, the drug candidate CNTY-101 is an allogeneic, iPSC-derived CAR-iNK cell therapy, which is planned to be developed for the treatment of relapsed/refractory B-cell lymphoma. The drug candidate CNTY-103 is a CAR-iNK candidate targeting CD133/EGFR and is intended for the treatment of recurrent glioblastoma (GBM). In addition, the company is also developing drug candidates for the treatment of relapsed/refractory B-cell lymphoma, acute myeloid leukemia (AML) and other diseases.</p><p>3. Lyell Immunopharma</p><p>Research Area: Cell Therapy</p><p>Lyell Immunopharma aims to develop solid tumor T cell therapy with \"cure\" potential by \"reprogramming\" T cells. In June 2021, the company officially listed on Nasdaq. Lyell believes that T cell therapy faces two major obstacles in the treatment of solid tumors: First, T cell depletion causes it to lose its function of killing tumor cells; Second, the stem cell characteristics of T cells are not durable enough, resulting in limited ability of T cell therapy to continuously proliferate and renew. Lyell is applying its proprietary ex vivo genetic and epigenetic reprogramming technology platforms Gen-R and Epi-R to address these barriers to develop innovative therapies.<img src=\"https://static.tigerbbs.com/156517955166f0a82d8bd8c0e03602f3\" tg-width=\"200\" tg-height=\"200\" referrerpolicy=\"no-referrer\">According to reports, LYL797 developed by Lyell is a CAR-T therapy under development targeting the ROR1 antigen. The product adds a safety switch based on the optimized epidermal growth factor receptor (EGFR) and is intended to be developed for the treatment of ROR1-expressing non-small cell lung cancer, triple-negative breast cancer and other cancers. Another product candidate, LYL845, is an autologous tumor-infiltrating lymphocyte (TIL) therapy that is expected to treat a variety of solid tumors. In addition, the company is also collaborating with GlaxoSmithKline (GSK) to develop TCR-T cell therapy targeting NY-ESO-1.</p><p>4. Talaris Therapeutics</p><p>Research Area: Cell Therapy</p><p>Talaris Therapeutics is committed to developing treatments through one-time cell therapy to permanently solve the problem that organ transplant patients need to receive long-term immunosuppressive therapy. In May 2021, the company went public on Nasdaq.<img src=\"https://static.tigerbbs.com/94382e61a569a56d90efdf9e700b4aa4\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\">The side effects of long-term use of immunosuppressive drugs made Dr. Suzanne Ildstad, the founder of Talaris, determined to develop an innovative therapy to improve the body's immune tolerance. Her research found that there are facilitating cells in the bone marrow. These cells are different from stem cells. They can help stem cells transplanted into the host migrate into the bone marrow, where immune cells and other blood cells are produced. In addition, promoting cells can also enhance the host's immune tolerance and reduce the risk of graft-versus-host disease (GVHD). According to reports, the cell therapy FCR001 developed by Talaris has entered the late clinical trial stage, and is intended to be developed to treat patients who have previously received living donor kidney transplantation, patients with severe autoimmune diseases, etc. Previously, the FDA had granted FCR001 orphan drug designation and regenerative medicine advanced therapy designation (RMAT).</p><p>5. Zhaoke Ophthalmology</p><p>Research field: Innovative ophthalmic drugs</p><p>Zhaoke Eye Hospital is dedicated to the discovery, development and commercialization of ophthalmic therapies. Through independent development or licensed introduction, Zhaoke Ophthalmology has established a comprehensive ophthalmic drug pipeline comprising 25 drug candidates (including 13 innovative drugs and 12 generic drugs), covering most major ophthalmic indications affecting the anterior and posterior segments of the eye. In April 2021, Zhaoke Eye Hospital was officially listed on the Hong Kong Stock Exchange.</p><p><img src=\"https://static.tigerbbs.com/d46d549a89fd16eba51aeeef02ba7eab\" tg-width=\"640\" tg-height=\"177\" referrerpolicy=\"no-referrer\"></p><p>It is reported that Zhaoke Ophthalmology's initial research and development focuses on five major ophthalmological indications in China: dry eye disease (DED), wet age-related macular degeneration (wAMD), diabetic macular edema (DME), myopia, and glaucoma. Due to the presence of multiple pathological processes, the development of many ophthalmic diseases is divided into multiple stages. Therefore, most ophthalmic diseases are heterogeneous diseases. For different ophthalmic indications, Zhaoke Ophthalmology's development strategy is to select and develop multiple drug candidates with different mechanisms of action, hoping to bring flexible treatment options to patients through monotherapy or combination administration.</p><p>6. Design Therapeutics</p><p>Research area: Autoimmune diseases</p><p>Design Therapeutics is committed to developing drugs to treat severe degenerative diseases caused by nucleotide repeat amplification. The company was listed on Nasdaq in March 2021. Nucleotide repeat diseases are a class of genetic diseases caused by the repeated amplification of certain short sequences of genes. Depending on their location, repeated sequences may lead to alterations in the regulation of gene expression or produce toxic gene products, which are considered important factors in causing degenerative diseases.</p><p><img src=\"https://static.tigerbbs.com/bea91a3c2d92095a7a6f6b3a4d4c8a53\" tg-width=\"640\" tg-height=\"187\" referrerpolicy=\"no-referrer\">According to Design Therapeutics' official website, the company currently has two main research projects. One of the research projects is aimed at patients with Friedreich's ataxia (FA). FA is the most common type of hereditary ataxia. Due to mutations in the FXN gene, the production of frataxin is limited, which in turn leads to various debilitating symptoms and complications. Another research project targets the indication of myotonic dystrophy type-1 (DM1). DM1 is a single-gene, autosomal dominant, progressive neuromuscular disease caused by mutations in the DMPK gene that affects skeletal muscle, heart, brain, and other organs. The main features of the disease include muscle weakness, myotonia (slow muscle relaxation), and early cataracts. In addition, affected individuals often experience arrhythmias and changes in neuropsychological function.</p><p>7、Instil Bio</p><p>Research Area: Cell Therapy</p><p>Instil Bio is a global clinical-stage cell therapy company dedicated to developing tumor-infiltrating lymphocyte therapies for the treatment of cancer. The company was listed on NASDAQ in March 2021. According to information on Instil Bio's official website, the company's fastest-progressing product under development is ITIL-168, and its clinical trial for the treatment of advanced melanoma has entered the phase 1 clinical trial stage. In addition, ITIL-168 is also planned to be developed for the treatment of indications such as cutaneous squamous cell carcinoma (CSCC), non-small cell lung cancer (NSCLC) and cervical cancer.<img src=\"https://static.tigerbbs.com/10d035fb5dbb022afd385010f2bad15c\" tg-width=\"575\" tg-height=\"269\" referrerpolicy=\"no-referrer\">In addition to the aforementioned companies, Hillhouse Capital's investments in Nanomicro Technology (research field: nanospheres), Times Angel (research field: oral devices), Xintong Medical (research field: heart valves), and Beikang Medical (research field: in vitro diagnostics) have also IPOed this year. Due to space limitations, this article will not introduce them one by one.</p><p>Currently, Hillhouse Capital's IPO focus in 2021 is mainly on innovative drugs for next-generation gene therapy and cell therapy. In terms of the types of companies they invest in, science and technology innovation companies with strong innovation and R&D capabilities and in their early stages are more favored. Hillhouse Capital has made multiple rounds of investments in most of these projects and is a long-term supporter of these companies.</p><p>We hope that these companies, with the help of capital, can launch their innovative products to the market as soon as possible, benefiting human health.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3634131\">医药观澜</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/890dd2dfb205aa8aa1d140672304b3c8","relate_stocks":{"02171":"科济药业-B","IPSC":"Century Therapeutics, Inc."},"source_url":"https://wallstreetcn.com/articles/3634131","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102942162","content_text":"2021年高瓴的IPO方向以新一代基因治疗、细胞疗法的创新药为主。就其投资的企业类型来看，创新研发能力强、处于早期阶段的科创企业更受青睐。\n公开资料显示，2021年以来，已经有11家高瓴投资的生物医药企业，在不同的证券交易所正式IPO。纵观11个IPO项目，均为科技创新驱动型公司。其中，有7家专注创新疗法的新锐公司，他们的研究领域包括细胞治疗、眼科创新药物、自身免疫疾病等等。本文将分享这7家公司的基本信息，仅供读者参阅。\n1、科济药业\n研究领域：细胞治疗\n科济药业是一家临床阶段的生物医药公司，专注于治疗实体瘤和血液恶性肿瘤的创新细胞疗法。自成立以来，科济药业一直在研发以CAR-T细胞疗法为重点的创新及差异化创新产品。公开资料显示，该公司CAR-T候选产品循证新型肿瘤相关抗原，并经过精心设计和优化，以减少现有CAR-T疗法常见的副作用。2021年6月，科济药业正式在港交所挂牌。据悉，科济药业现已建立一条包含11款候选产品的在研管线，且6款正处于临床开发阶段。其中，BCMA靶向CAR-T疗法CT053曾获FDA授予的再生医学先进疗法认定（RMAT）和孤儿药资格，欧洲药品管理局（EMA）授予的优先药物资格（PRIME）和孤儿药资格，以及中国国家药监局（NMPA）授予的突破性治疗品种。此外，该公司的在研产品还包括CLDN18.2靶向CAR-T产品、靶向磷脂酰肌醇蛋白聚糖-3（GPC3）的自体CAR-T候选产品等等。\n2、Century Therapeutics\n研究领域：细胞治疗\nCentury Therapeutics致力于利用成体干细胞的潜力，开发治疗癌症的细胞疗法产品，以克服第一代细胞疗法的局限性。该公司的技术平台依托于具有无限自我更新能力的诱导多能干细胞（iPSC）。该技术通过多轮细胞工程来创建主细胞库，这些细胞可扩展和分化成免疫效应细胞，从而提供大量同种异体、同源的治疗产品。2021年6月，该公司在纳斯达克上市。据介绍，Century Therapeutics公司的临床前研发项目包括多种诱导多能干细胞衍生的CAR-iT和CAR-iNK细胞产品，拟开发用于治疗血液癌症和实体瘤。其中，候选药物CNTY-101是一种同种异体、iPSC衍生的CAR-iNK细胞疗法，拟开发用于治疗复发性/难治性B细胞淋巴瘤。候选药物CNTY-103为靶向CD133/EGFR的CAR-iNK候选物，拟用于治疗复发性胶质母细胞瘤（GBM）。此外，该公司还在开发用于治疗复发性/难治性B细胞淋巴瘤、急性髓系白血病（AML）等疾病的候选药物。\n3、Lyell Immunopharma\n研究领域：细胞治疗\nLyell Immunopharma旨在通过对T细胞进行“重编程”（reprogramming），开发具有“治愈”潜力的实体瘤T细胞疗法。2021年6月，该公司正式登陆纳斯达克。Lyell公司认为，T细胞疗法在治疗实体瘤治疗方面主要面临两大障碍：一是，T细胞耗竭导致其失去杀伤肿瘤细胞的功能；二是，T细胞的干细胞特征不够持久，导致T细胞疗法的持续增殖和更新能力有限。Lyell公司正在应用其专有的离体遗传和表观遗传重编程技术平台Gen-R和Epi-R来解决这些障碍，以开发创新疗法。据介绍，Lyell公司开发的LYL797是一款靶向ROR1抗原的在研CAR-T疗法，该产品添加了一个基于优化的表皮生长因子受体（EGFR）的安全开关，拟开发用于治疗表达ROR1的非小细胞肺癌、三阴性乳腺癌等癌症。另一款候选产品LYL845是一种自体肿瘤浸润淋巴细胞（TIL）疗法，有望治疗多种实体瘤。此外，该公司还在与葛兰素史克（GSK）合作开发靶向NY-ESO-1的TCR-T细胞疗法。\n4、Talaris Therapeutics\n研究领域：细胞治疗\nTalaris Therapeutics致力于开发通过一次性细胞疗法的治疗，永久性解决器官移植患者需要接受长期免疫抑制疗法的难题。2021年5月，该公司在纳斯达克上市。长期服用免疫抑制药物的副作用，让Talaris公司的创始人Suzanne Ildstad博士决心开发一种提高机体免疫耐受力的创新疗法。她的研究发现骨髓中存在一种促进细胞（facilitating cell），这些细胞与干细胞不同，它们能够帮助移植到宿主体内的干细胞迁移到骨髓中，在那里生成免疫细胞和其它血细胞。此外，促进细胞还能够增强宿主的免疫耐受能力，降低移植物抗宿主病（GVHD）产生的风险。据介绍，Talaris公司开发的在研细胞疗法FCR001已进入后期临床试验阶段，拟开发治疗以前接受活体供体肾脏移植的患者、重度自身免疫性疾病患者等。此前，FDA已授予FCR001孤儿药资格和再生医学先进疗法认定（RMAT）。\n5、兆科眼科\n研究领域：眼科创新药\n兆科眼科致力于发现、开发及商业化眼科疗法。通过自主开发或许可引进，兆科眼科已建立起一条包含25种候选药物（包含13种创新药和12种仿制药）的全面眼科药物管线，涵盖影响眼前节及眼后节的多数主要眼科适应症。2021年4月，兆科眼科正式在港交所上市。\n\n据悉，兆科眼科初步研发重心聚焦中国五大眼科适应症上，即干眼症(DED)、湿性老年黄斑部病变(wAMD)、糖尿病黄斑水肿(DME)、近视眼以及青光眼。由于存在多种病理过程，许多眼科疾病的发展分多个阶段。因此，大部分眼科疾病属于异质性疾病。对于不同的眼科适应症，兆科眼科的开发策略是选择开发具有不同作用机制的多种候选药物，希望通过单一疗法或联合给药，给患者带来灵活的治疗选择。\n6、Design Therapeutics\n研究领域：自身免疫疾病\nDesign Therapeutics致力于开发治疗由核苷酸重复序列扩增引起的严重退行性疾病的药物，该公司于2021年3月在纳斯达克上市。核苷酸重复序列疾病是由基因的某些短序列重复扩增而引起的一类遗传性疾病。根据其所处位置，重复序列可能会导致基因表达调控的改变或产生有毒的基因产物，它们被认为是造成退行性疾病的重要因素。\n根据Design Therapeutics官网，该公司目前有两个主要研究项目。其中一个研究项目针对的适应症为Friedreich共济失调（Friedreich’s ataxia，FA）患者。FA是一种最常见的遗传性共济失调类型，由于FXN基因的突变，限制了共济蛋白（frataxin）的产生，进而导致各种衰弱的症状和并发症。另一个研究项目针对的适应症为强直性肌营养不良1型(myotonic dystrophy type-1，DM1)。DM1是一种单基因、常染色体显性遗传、进行性神经肌肉疾病，由DMPK基因突变引起，影响骨骼肌、心脏、大脑和其他器官。该病的主要特征包括肌肉无力、肌强直（肌肉松弛缓慢）和早期白内障。此外，受影响的个体经常会出现心律失常和神经心理功能的变化。\n7、Instil Bio\n研究领域：细胞治疗\nInstil Bio是一家全球性的临床阶段细胞疗法公司，致力于开发治疗癌症的肿瘤浸润淋巴细胞疗法，该公司于2021年3月在纳斯达克上市。Instil Bio官网信息显示，该公司研究进度最快的在研产品为ITIL-168，其治疗晚期黑色素瘤的临床试验已处于1期临床试验阶段。此外，ITIL-168还拟被开发用于治疗皮肤鳞状细胞癌（CSCC）、非小细胞肺癌（NSCLC）和宫颈癌等适应症。除了上述企业，高瓴投资的纳微科技（研究领域：纳米微球）、时代天使（研究领域：口腔器械）、心通医疗（研究领域：心脏瓣膜）、贝康医疗（研究领域：体外诊断）也已在今年IPO。限于篇幅，本文不再一一介绍。\n就目前来看，2021年高瓴的IPO方向以新一代基因治疗、细胞疗法的创新药为主。就其投资的企业类型来看，创新研发能力强、处于早期阶段的科创企业更受青睐。对于其中大部分项目，高瓴都进行了多轮投资，是这些公司的长期支持者。\n期待这些企业在资本的助力下，可以早日将创新产品推出市场，造福人类健康。","news_type":1,"symbols_score_info":{"02171":0.9,"IPSC":0.9}},"isVote":1,"tweetType":1,"viewCount":5259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153914608,"gmtCreate":1625004466104,"gmtModify":1703849748662,"author":{"id":"4087745047715700","authorId":"4087745047715700","name":"EeMei","avatar":"https://static.tigerbbs.com/ef8409d8ad4dd460f4ff6b821735444f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087745047715700","idStr":"4087745047715700"},"themes":[],"title":"","htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/153914608","repostId":"1146206014","repostType":4,"repost":{"id":"1146206014","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":1624973528,"share":"https://ttm.financial/m/news/1146206014?lang=en_US&edition=fundamental","pubTime":"2021-06-29 21:32","market":"us","language":"zh","title":"Opening: Nasdaq and S&P 500 hit new all-time highs, with blockchain sectors generally rising.","url":"https://stock-news.laohu8.com/highlight/detail?id=1146206014","media":"老虎资讯综合","summary":"6月29日，美国股市三大指数小幅高开，纳指与标普500指数再创历史新高。截至发稿，道指上涨0.34%，纳指上涨0.06%，标普500指数上涨0.14%。\n区块链板块普涨，Riot Blockchain","content":"<p>On June 29, the three major U.S. stock indexes opened slightly higher, with the Nasdaq and S&P 500 hitting new all-time highs. As of press time, the Dow Jones Industrial Average was up 0.34%, the Nasdaq Composite was up 0.06%, and the S&P 500 was up 0.14%.</p><p><img src=\"https://static.tigerbbs.com/2e4b11b4f251daeec3a6e30b91c722ad\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">The Blockchain sector generally rose, with Riot Blockchain...<a href=\"https://laohu8.com/S/NCTY\">Ninth City</a>It rose more than 5%.<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>It rose more than 3%.</p><p>Most popular Chinese concept stocks declined.<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Youdao fell more than 3%.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>It fell by more than 1%.</p><p><a href=\"https://laohu8.com/S/BA\">boeing</a>It rose nearly 2%, and United Airlines reportedly ordered several vehicles.<a href=\"https://laohu8.com/S/BA\">boeing</a>Airplane.</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>It rose 3.8% after the company announced that it would double its Dividend and increase share buybacks.</p><p>Marin Software, a cloud-based enterprise marketing Software, rose 22.67%. The company's stock price has risen by nearly 340% in the past three days. In terms of news, the company announced that its flagship platform MarinOne has added the ability to manage Instacart ads.</p><p><a href=\"https://laohu8.com/S/HOLI\">Hollywood Automation</a>It rose 5.56%. The company announced today that a buyer group comprising CPE Funds Management Limited, Shao Baiqing and Ace Lead Profits Limited has sought approval from the company's shareholders regarding its proposed acquisition of Holliday Automation.</p><p><a href=\"https://laohu8.com/S/00013\">Hutchison MediPharma</a>It fell 1.55%, but closed up about 25% in grey market trading in Hong Kong today.</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>Opening: Nasdaq and S&P 500 hit new all-time highs, with blockchain sectors generally rising.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nOpening: Nasdaq and S&P 500 hit new all-time highs, with blockchain sectors generally rising.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-06-29 21:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 29, the three major U.S. stock indexes opened slightly higher, with the Nasdaq and S&P 500 hitting new all-time highs. As of press time, the Dow Jones Industrial Average was up 0.34%, the Nasdaq Composite was up 0.06%, and the S&P 500 was up 0.14%.</p><p><img src=\"https://static.tigerbbs.com/2e4b11b4f251daeec3a6e30b91c722ad\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">The Blockchain sector generally rose, with Riot Blockchain...<a href=\"https://laohu8.com/S/NCTY\">Ninth City</a>It rose more than 5%.<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>It rose more than 3%.</p><p>Most popular Chinese concept stocks declined.<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Youdao fell more than 3%.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>It fell by more than 1%.</p><p><a href=\"https://laohu8.com/S/BA\">boeing</a>It rose nearly 2%, and United Airlines reportedly ordered several vehicles.<a href=\"https://laohu8.com/S/BA\">boeing</a>Airplane.</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>It rose 3.8% after the company announced that it would double its Dividend and increase share buybacks.</p><p>Marin Software, a cloud-based enterprise marketing Software, rose 22.67%. The company's stock price has risen by nearly 340% in the past three days. In terms of news, the company announced that its flagship platform MarinOne has added the ability to manage Instacart ads.</p><p><a href=\"https://laohu8.com/S/HOLI\">Hollywood Automation</a>It rose 5.56%. The company announced today that a buyer group comprising CPE Funds Management Limited, Shao Baiqing and Ace Lead Profits Limited has sought approval from the company's shareholders regarding its proposed acquisition of Holliday Automation.</p><p><a href=\"https://laohu8.com/S/00013\">Hutchison MediPharma</a>It fell 1.55%, but closed up about 25% in grey market trading in Hong Kong today.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{"03086":"华夏纳指","PSQ":"做空纳斯达克100指数ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares",".SPX":"S&P 500 Index","SQQQ":"纳指三倍做空ETF","TQQQ":"纳指三倍做多ETF",".DJI":"道琼斯","QQQ":"纳指100ETF","QLD":"2倍做多纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146206014","content_text":"6月29日，美国股市三大指数小幅高开，纳指与标普500指数再创历史新高。截至发稿，道指上涨0.34%，纳指上涨0.06%，标普500指数上涨0.14%。\n区块链板块普涨，Riot Blockchain、第九城市涨超5%，嘉楠科技涨超3%。\n多数热门中概股走低，网易有道跌逾3%，哔哩哔哩、拼多多、百度、阿里巴巴跌超1%。\n波音涨近2%，据悉美联航订购了数辆波音飞机。\n摩根士丹利涨3.8%，此前公司宣布将股息加倍，并增加股票回购。\n云企业营销软件Marin Software涨22.67%。该公司近三日累计涨幅近340%。消息面上，公司宣布其旗舰平台MarinOne增加了管理Instacart广告的能力。\n和利时自动化涨5.56%。该公司今日宣布，由CPE Funds Management Limited、邵柏庆及Ace Lead Profits Limited组成的买方团就其对和利时自动化的拟议收购，向公司股东征求同意。\n和黄医药跌1.55%，今日其港股暗盘交易收涨约25%。","news_type":1,"symbols_score_info":{"MNQmain":0.9,"NQmain":0.9,".IXIC":0.9,"PSQ":0.9,"TQQQ":0.9,"03086":0.9,"QID":0.9,".SPX":0.9,"ESmain":0.9,"QLD":0.9,"SQQQ":0.9,".DJI":0.9,"QQQ":0.9}},"isVote":1,"tweetType":1,"viewCount":6121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153914035,"gmtCreate":1625004421927,"gmtModify":1703849748166,"author":{"id":"4087745047715700","authorId":"4087745047715700","name":"EeMei","avatar":"https://static.tigerbbs.com/ef8409d8ad4dd460f4ff6b821735444f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087745047715700","idStr":"4087745047715700"},"themes":[],"title":"","htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/153914035","repostId":"2147904866","repostType":4,"repost":{"id":"2147904866","kind":"highlight","pubTimestamp":1624975760,"share":"https://ttm.financial/m/news/2147904866?lang=en_US&edition=fundamental","pubTime":"2021-06-29 22:09","market":"us","language":"zh","title":"The US stock market in the first half of the year was \"still running, still dancing, still jumping,\" but everyone was preparing to run.","url":"https://stock-news.laohu8.com/highlight/detail?id=2147904866","media":"华尔街见闻","summary":"在美股散户持续买入、标普500再创新高之际，华尔街开始保持谨慎。投行分析师警告称，考虑拜登税改及美联储缩减刺激政策的潜在威胁，目前美股的涨势恐不能持续。\n美股的上涨势头似乎不可阻挡。在持续买盘的驱动下","content":"<p>As retail investors continued to buy in U.S. stocks and the S&P 500 hit a new high, Wall Street began to remain cautious. Investment banking analysts warn that the current rally in U.S. stocks may not be sustainable, given the potential threats posed by Biden's tax reform and the Federal Reserve's tapering of stimulus policies.</p><p>The upward momentum of US stocks seems unstoppable. Driven by continued buying, the S&P 500 rose nearly 14% in the first six months of this year, increasing its market capitalization by about $6 trillion, and is expected to achieve its second-best first-half performance since 1998. Since the end of October last year, the S&P 500 has never experienced a single-day correction of 5%. In 1999, when valuations were similar, the S&P 500 fell by more than 5% at least nine times.</p><p>The continued buying by retail investors in the US stock market is indispensable. Vanda Research Data shows that,<b>When the S&P 500 index fell more than 1% last week, retail investors poured a record $2 billion into the stock market.</b></p><p>This continuous buying seems unlikely to end with the lifting of the pandemic lockdown. A Betterment survey shows that among 1,500 retail U.S. stock investors surveyed, 58% plan to trade more after the pandemic lockdown is lifted, while only 12% said the number of trades will decrease as the pandemic lockdown is lifted.</p><p>Overall market valuations are also normalizing. Due to the continued expansion of profits, the overall market P/E has fallen from 23x at the beginning of the year (the highest since the dot-com bubble) to 21x, but it is still higher than the 5-year average of 18x.</p><p>However, as the stock market continues to rise, the divergence between sectors is widening.<b>The most severe divergence since 2002 appeared in March this year between the best-performing and worst-performing sectors in the market.</b></p><p>Mid-to-large-cap stocks and small-cap stocks also experienced quite independent market trends.<b>The last time this happened was during the dot-com bubble in 2000.</b></p><p>Wall Street analysts are cautious about the future prospects of US stocks. Analysts generally expect the strong rebound in U.S. corporate earnings after the pandemic to peak this quarter, considering the potential threats from Biden's tax reform and the Federal Reserve's tapering of stimulus policies.<b>Currently, Wall Street's average target forecast for the S&P 500 at the end of the year is only 4,213, which is 1.7% lower than the latest market close.</b></p><p>Short sellers are also regrouping. IHS<a href=\"https://laohu8.com/S/MRKT\">Markit</a>Data shows that,<b>Currently, the short selling ratio of the SPDR S&P 500 ETF has climbed from less than 2% at the beginning of the year to 5%. The demand for protection against losses in the options market in the coming months is also rising.</b></p><p>Market analysts believe that the biggest threat to US stocks currently comes from the Federal Reserve. If the Federal Reserve rate hike ahead of schedule, cash and bonds will become more attractive, leaving investors with no choice but to sell stocks.</p><p>The market is also exceptionally sensitive to the Federal Reserve's moves. Previously, US stocks experienced sharp fluctuations after the Federal Reserve released a hawkish message. Comments from the Fed's rate hike two years from now, rather than the previously expected three years from now from rate hike, increased pressure on the stock market, causing the S&P 500 to fall by slightly more than 2% over three days before resuming its upward trend.</p><p>Washington Crossing fund manager Kevin Caron commented that U.S. stocks may be a bit \"ahead of their time\" right now, and the market may experience some volatility over the next six months until stock prices and fundamentals are more \"normal.\"</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The US stock market in the first half of the year was \"still running, still dancing, still jumping,\" but everyone was preparing to run.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nThe US stock market in the first half of the year was \"still running, still dancing, still jumping,\" but everyone was preparing to run.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-06-29 22:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As retail investors continued to buy in U.S. stocks and the S&P 500 hit a new high, Wall Street began to remain cautious. Investment banking analysts warn that the current rally in U.S. stocks may not be sustainable, given the potential threats posed by Biden's tax reform and the Federal Reserve's tapering of stimulus policies.</p><p>The upward momentum of US stocks seems unstoppable. Driven by continued buying, the S&P 500 rose nearly 14% in the first six months of this year, increasing its market capitalization by about $6 trillion, and is expected to achieve its second-best first-half performance since 1998. Since the end of October last year, the S&P 500 has never experienced a single-day correction of 5%. In 1999, when valuations were similar, the S&P 500 fell by more than 5% at least nine times.</p><p>The continued buying by retail investors in the US stock market is indispensable. Vanda Research Data shows that,<b>When the S&P 500 index fell more than 1% last week, retail investors poured a record $2 billion into the stock market.</b></p><p>This continuous buying seems unlikely to end with the lifting of the pandemic lockdown. A Betterment survey shows that among 1,500 retail U.S. stock investors surveyed, 58% plan to trade more after the pandemic lockdown is lifted, while only 12% said the number of trades will decrease as the pandemic lockdown is lifted.</p><p>Overall market valuations are also normalizing. Due to the continued expansion of profits, the overall market P/E has fallen from 23x at the beginning of the year (the highest since the dot-com bubble) to 21x, but it is still higher than the 5-year average of 18x.</p><p>However, as the stock market continues to rise, the divergence between sectors is widening.<b>The most severe divergence since 2002 appeared in March this year between the best-performing and worst-performing sectors in the market.</b></p><p>Mid-to-large-cap stocks and small-cap stocks also experienced quite independent market trends.<b>The last time this happened was during the dot-com bubble in 2000.</b></p><p>Wall Street analysts are cautious about the future prospects of US stocks. Analysts generally expect the strong rebound in U.S. corporate earnings after the pandemic to peak this quarter, considering the potential threats from Biden's tax reform and the Federal Reserve's tapering of stimulus policies.<b>Currently, Wall Street's average target forecast for the S&P 500 at the end of the year is only 4,213, which is 1.7% lower than the latest market close.</b></p><p>Short sellers are also regrouping. IHS<a href=\"https://laohu8.com/S/MRKT\">Markit</a>Data shows that,<b>Currently, the short selling ratio of the SPDR S&P 500 ETF has climbed from less than 2% at the beginning of the year to 5%. The demand for protection against losses in the options market in the coming months is also rising.</b></p><p>Market analysts believe that the biggest threat to US stocks currently comes from the Federal Reserve. If the Federal Reserve rate hike ahead of schedule, cash and bonds will become more attractive, leaving investors with no choice but to sell stocks.</p><p>The market is also exceptionally sensitive to the Federal Reserve's moves. Previously, US stocks experienced sharp fluctuations after the Federal Reserve released a hawkish message. Comments from the Fed's rate hike two years from now, rather than the previously expected three years from now from rate hike, increased pressure on the stock market, causing the S&P 500 to fall by slightly more than 2% over three days before resuming its upward trend.</p><p>Washington Crossing fund manager Kevin Caron commented that U.S. stocks may be a bit \"ahead of their time\" right now, and the market may experience some volatility over the next six months until stock prices and fundamentals are more \"normal.\"</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3634144\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/318dced6c8505427ba4c5a73eb4a7981","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","DJX":"1/100道琼斯","OEF":"标普100指数ETF-iShares","SQQQ":"纳指三倍做空ETF","SPXU":"三倍做空标普500ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares","SPY":"标普500ETF",".DJI":"道琼斯","OEX":"标普100","TQQQ":"纳指三倍做多ETF",".IXIC":"NASDAQ Composite","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares",".SPX":"S&P 500 Index","DOG":"道指ETF-ProShares做空","IVV":"标普500ETF-iShares","SSO":"2倍做多标普500ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares","SH":"做空标普500-Proshares","UDOW":"三倍做多道指30ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","QQQ":"纳指100ETF"},"source_url":"https://wallstreetcn.com/articles/3634144","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147904866","content_text":"在美股散户持续买入、标普500再创新高之际，华尔街开始保持谨慎。投行分析师警告称，考虑拜登税改及美联储缩减刺激政策的潜在威胁，目前美股的涨势恐不能持续。\n美股的上涨势头似乎不可阻挡。在持续买盘的驱动下，今年前6个月标普500指数上涨近14%，市值增加约6万亿美元，有望创1998年以来第二好的上半年表现。自去年10月底以来，标普500指数从未出现单日回调5%的情况。而在类似估值水平的1999年，标普500指数至少有9次下跌超过5%。\n美股散户的持续买入功不可没。Vanda Research数据显示，当标准普尔500指数上周下跌超过1%时，散户投资者向股市投入了创纪录的20亿美元。\n这种持续性的买入似乎不会因疫情解封而结束。Betterment调查显示，在1500名受调查的美股散户中，有58%的人计划在疫情解封后更多的交易，仅有12%的表示交易数量将随着疫情解封而降低。\n市场的整体估值也在趋向正常。由于利润的持续扩张，市场整体市盈率已经从年初的23x（接近互联网泡沫以来最高）下跌至21x，但仍高过5年平均水平的18x。\n但在股市持续上涨之际，板块之间分化正在扩大。市场中表现最佳板块与表现最差板块之间今年3月出现了2002年以来的最严重分化。\n中大型股和小型股也走出了相当独立的行情，而上一次出现这种情况还要追溯到2000年的互联网泡沫时期。\n对于美股未来前景，华尔街分析师们出言谨慎。分析师们普遍预计，美股公司疫情后业绩的强劲反弹将在本季见顶，考虑拜登税改及美联储缩减刺激政策的潜在威胁，目前华尔街对于标普500年末的平均目标点位预测仅有4213，较最新市场收盘低1.7%。\n空头们也在重新聚集。IHS Markit数据显示，目前市场上对SPDR S&P 500 ETF的卖空比例已从年初的不到2%攀升至5%。期权市场对未来几个月损失的保护需求也在上升。\n市场分析认为，目前对于美股最大的威胁来自美联储。如果美联储提前加息，现金和债券将会更有吸引力，而投资者别无选择只能抛售股票。\n市场对于美联储的动向也异常敏感。此前在美联储释放“鹰派”信息后，美股一度出现剧烈波动。美联储两年后加息、而非此前预计的三年后加息的言论加大了股市的压力，标普500指数在三天内累计跌幅略高于2%，之后才恢复升势。\nWashington Crossing 基金经理Kevin Caron评论称，目前美股可能有点“超前了”，市场在未来的6个月里可能出现一些波动，直到股价和基本面更加“趋于正常”。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"DJX":0.9,"IVV":0.9,"SPXU":0.9,"DOG":0.9,"TQQQ":0.9,"UDOW":0.9,"SSO":0.9,"NQmain":0.9,"SDS":0.9,".IXIC":0.9,"SPY":0.9,"QID":0.9,"DDM":0.9,"SQQQ":0.9,".DJI":0.9,"UPRO":0.9,"QQQ":0.9,"OEF":0.9,"QLD":0.9,"SDOW":0.9,"SH":0.9,"OEX":0.9,"PSQ":0.9,".SPX":0.9,"DXD":0.9,"ESmain":0.9,"MNQmain":0.9}},"isVote":1,"tweetType":1,"viewCount":4237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153915947,"gmtCreate":1625004310889,"gmtModify":1703849746528,"author":{"id":"4087745047715700","authorId":"4087745047715700","name":"EeMei","avatar":"https://static.tigerbbs.com/ef8409d8ad4dd460f4ff6b821735444f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087745047715700","idStr":"4087745047715700"},"themes":[],"title":"","htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/153915947","repostId":"2147468863","repostType":4,"repost":{"id":"2147468863","kind":"highlight","pubTimestamp":1624981262,"share":"https://ttm.financial/m/news/2147468863?lang=en_US&edition=fundamental","pubTime":"2021-06-29 23:41","market":"us","language":"zh","title":"Smartwatches: The IoAI War Between Apple, Google, Huawei, and Xiaomi","url":"https://stock-news.laohu8.com/highlight/detail?id=2147468863","media":"张栋伟","summary":"6月28日，西班牙巴塞罗那，世界移动通讯大会(MWC)。\n韩国三星电子在会议上发布了其新智能手表介面One UI Watch，强化Galaxy Watch与Android智能手机间的无缝连接。\n这标志","content":"<p>June 28, Barcelona, Spain, Mobile World Congress (MWC).</p><p>South Korea<a href=\"https://laohu8.com/S/SSNLF\">Samsung Electronics</a>Its new was released at the conference<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The One UI Watch interface enhances the seamless connection between the Galaxy Watch and Android smartphones.</p><p>This marks<a href=\"https://laohu8.com/S/SMSD.UK\">Samsung Electronics</a>They completely abandoned their self-developed system and fully relied on Google's Wear OS.</p><p><img src=\"https://static.tigerbbs.com/16d2ee4f7367bcfa4f672378ce573829\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p><p>Just prior to this, on June 2nd, Huawei officially released the Huawei WATCH 3 smartwatch, seven years after the first Huawei WATCH was released in 2015.</p><p>As the flagship smartwatch of the year, the Huawei WATCH 3 has undergone a comprehensive upgrade in both hardware and software. Most importantly, it adopts Huawei's Harmony OS, which will provide a new answer to the future landscape of smartwatches!</p><p>The IoAI war, based on smartwatches, is about to enter a fever pitch.</p><p><h2>I. The Past of Smartwatches</h2>The history of smartwatches begins with smart bracelets.</p><p>In the sixth chapter of *Journey to the West*, where \"Guanyin attends a meeting to inquire about the reason, and the Lesser Sage uses his power to subdue the Great Sage,\" seeing the Great Sage Equal to Heaven blocking people and gods blocking gods, he could no longer subdue him. Laozi rolled up his sleeve, removed a ring from his left shoulder, and said, \"This weapon was forged by Kungang. I pointed it at Huan Dan, which has cultivated a body of spiritual energy. It is capable of changing, impervious to water and fire, and can be used against all things. It is a Golden Steel Carving, also known as a Golden Steel Sleeve. When he passed through Han Pass, he transformed Hu into a Buddha, which was a great loss. Sooner or later, he will be the most defensive weapon. Let me throw it down and strike him.\"</p><p>So the Vajra Bead descended from the sky and hit the Heavenly Spirit Skull of the Great Sage Equal to Heaven. He fell, got up and ran again, but was bitten by Erlang Shen's Howling Heavenly Dog, and was temporarily defeated.</p><p>This diamond bracelet is the earliest smart bracelet ever recorded in writing.</p><p><img src=\"https://static.tigerbbs.com/a17a94967c3b8a16168337b12aba813b\" tg-width=\"924\" tg-height=\"511\" referrerpolicy=\"no-referrer\"></p><p>In 1982, Nippon Seiko launched a programmable smart bracelet, which is considered the closest experimental product to a current smart bracelet in historical records.</p><p>In 2007, Fitbit Flex was founded in the United States. Its founders, Park and Eric, were inspired by the Nintendo Wii and thought that sensors could also be used in portable devices. This led to the release of the Fitbit Flex, the most popular smart band at the time, which has been developed ever since.</p><p>Fitbit Flex defines the three basic functions of a smart band: health monitoring, exercise data, and time management.</p><p><img src=\"https://static.tigerbbs.com/10e2ef79c390e090d5efa5135e0bc489\" tg-width=\"781\" tg-height=\"573\" referrerpolicy=\"no-referrer\"></p><p>The first smartwatch actually came from China.</p><p>On July 3, 2013, Guokr Electronics, a subsidiary of Shanda Group, released GEAK Watch, which uses...<a href=\"https://laohu8.com/S/GOOG\">Google</a>It features the Android operating system and is claimed to be the world's first smartwatch, with a limited edition of 5,000 units.</p><p><img src=\"https://static.tigerbbs.com/fa7a7f8608feab1737ff5a01337b09a6\" tg-width=\"500\" tg-height=\"318\" referrerpolicy=\"no-referrer\"></p><p>Gu Xiaobin, CEO of Guokr Electronics, is a former<a href=\"https://laohu8.com/S/SINA\">Sina</a>First deputy editor of Technology, and co-founder of TechWeb. As an old friend, Tiger gave me a GEAK Watch, making me one of the earliest \"geeks\" to try something new.</p><p>This 8mm thick watch integrates a variety of intelligent sensors, including temperature, navigation, power acceleration, gyroscope and other intelligent sensors. Some of them use military-grade products with higher precision and higher reliability, which can acquire data such as heartbeat, blood pressure, pulse, and GPS.</p><p>The GEAK Watch smartwatch can monitor the wearer's movement. It is a 24/7 pedometer that records activity data throughout the day, accurately analyzes fat burning, and provides the most accurate data support for fitness enthusiasts.</p><p>Moreover, it also manages sleep. The watch has a built-in sleep tracking and management system that can track the wearer's daily sleep status and provide better sleep advice.</p><p>When people can't use their phones, the GEAK Watch can connect to the internet independently, allowing them to check emails and chat with friends.</p><p>In addition, GEAK Watch has another feature: a walkie-talkie.</p><p>The GEAK Watch smartwatch can be transformed into a walkie-talkie, allowing hikers to communicate with each other even in high mountains without any internet access. \"Sweet potato, sweet potato, I am a potato\"—these scenes that used to require carrying a walkie-talkie can now be accomplished by simply raising your wrist.</p><p><img src=\"https://static.tigerbbs.com/ab13aeea1da814c59a16a12d709c197d\" tg-width=\"500\" tg-height=\"404\" referrerpolicy=\"no-referrer\"></p><p>GEAK Watch only achieved innovation at the \"application layer,\" so it didn't achieve its ultimate success. The rapid development of smartwatches will have to wait until Google and...<a href=\"https://laohu8.com/S/AAPL\">Apple</a>After the showdown between the two major OS camps.</p><p><h2>II. From the Struggle Between Two Heroes to the Three Kingdoms</h2><h3>1、<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>android Wear</h3>On June 26, 2014, at Google's I/O developer conference, Google released Android Wear, an operating system specifically designed for smartwatches.<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>Together with LG, they launched three Android Wear-based operating systems: Gear Live, G Watch, and Moto360.</p><p>Android Wear is developing rapidly. Less than three weeks after the release of the first Android Wear devices, such as the LG G Watch and Samsung Gear Live, the number of dedicated apps for these smartwatches on Google Play has already exceeded thousands.</p><p>Just as Android phones hold the largest market share globally, smartwatches based on Wear OS are also a global standard. In the Chinese market, smart wearable device companies, represented by Xiaomi (including Huami), are conquering Google's Wear OS market.</p><p><h3>2. Apple Watch</h3>On September 10, 2014, Apple launched the Apple Watch, officially entering the smartwatch field. The Apple Watch has been called a \"revolutionary product\" by Apple CEO Tim Cook.</p><p>The Apple Watch is first and foremost full of technology, including:</p><p>1. It can enable functions such as making and receiving calls, Siri voice, messages, calendar, maps, etc., and the iPhone's GPS can be adjusted through the watch.</p><p>2. The Apple Watch uses a magnetic MagSafe plug to support wireless charging, which effectively solves the battery life problem. Apple Watch can also use Apple Pay.</p><p>3. To overcome the limitation of a small Watch face screen, the Apple Watch has a digital wheel that can be rotated to scale images or move patterns.</p><p>4. The Apple Watch's screen also supports multi-touch control. There is a separate Communication button under the crown of the Apple Watch, which is specifically designed to launch a Communication app called Communication.</p><p>5. Apple has redesigned the Apple Watch's interface, allowing users to see their friend list, call friends, and even share their heart rate information with them.</p><p>6. The Apple Watch uses Apple's self-developed S1 chip, which has many sensors on the back. When the user raises their hand, the display will automatically turn on. A dot-shaped icon appears on the display, which can be dragged or clicked.</p><p>More importantly, Apple has not forgotten its core mission of \"Zhuang B\". The Apple Watch dial uses sapphire glass and is waterproof. It offers watch straps in two sizes, as well as different colors such as gold and silver, to fully satisfy the pride of kidney sellers.</p><p>Unsurprisingly, the Apple Watch, like other Apple products, has become one of the most fashionable technological products, a trend that continues to this day.</p><p><h3>3. Huawei harmany OS</h3>On August 9, 2019, HUAWEI held the HUAWEI Developer Conference in Dongguan to officially release its operating system, HUAWEI Harmony OS.</p><p>Huawei's HarmonyOS system is a brand-new distributed operating system for all scenarios. It creates a world of super virtual terminal interconnection, organically connecting people, devices, and scenarios. It enables rapid discovery, rapid connection, hardware mutual assistance, and resource sharing of various smart terminals that consumers encounter in all scenarios of life, and provides scenario experiences with suitable devices.</p><p>On September 10, 2020, Huawei upgraded its HarmonyOS system to Harmony OS 2.0.</p><p>On the evening of June 2, 2021, Huawei officially released Harmony OS 2, as well as several new products equipped with Harmony OS 2. This includes the Huawei smartwatch \"Huawei WATCH 3\".</p><p>Based on Huawei's own definition, the HarmonyOS system is fully compatible with Android, and developers are encouraged to design exclusive applications for Huawei HarmonyOS.</p><p>From the current perspective, it seems too early to say that Huawei's HarmonyOS can be compared to Google and Apple. But as the saying goes:</p><p>\"It is better to bully the white-bearded man than to bully the poor youth. In the end, there will be a dragon piercing the phoenix, and I will never believe that my trousers will be pierced.\"</p><p>We hope that Huawei's Harmony OS will soon stand on its own and become a self-contained system.</p><p>Actually, the earliest smartwatch was probably Pebble from the United States.</p><p>Pebble is one of the most successful projects in the history of the crowdfunding website Kickstarter. It was launched in 2012 and officially released in 2013. Pebble demonstrated consumers' huge interest in a smartwatch product that could synchronize with their smartphone, push text messages, make calls, and provide reminders, thus ushering in the entire technology industry's march towards smartwatches.</p><p>The Pebble smartwatch is compatible with Google's Android and Apple's iOS, can connect to iOS or Android phones, and uses a more power-efficient black and white display mode, so its battery life can last for several days.</p><p>However, competition in the technology industry is no longer simply a competition of creativity; capital power is the driving force that determines the outcome.</p><p>Pebble remains a niche product, surviving tenaciously. But its historical mission has already ended.</p><p><img src=\"https://static.tigerbbs.com/37988534e4c3cd696d9279e79d4c4d9d\" tg-width=\"723\" tg-height=\"477\" referrerpolicy=\"no-referrer\"></p><p><h2>III. China's Smartwatch Market</h2>Smartwatches have been divided into three application areas: smart bracelets, smartwatches, and intelligent watches.</p><p><h3>1. Smart bracelet</h3>As mentioned above, smart bracelets were originally created for weight loss, so health monitoring, exercise data, and time management constitute the basic functions of smartphones.</p><p>In 2014, the author, Zhang Dongwei, who was also a partner at the crowdfunding website at the time.</p><p>Influenced by the Pebble smartwatch, one of the most successful projects on the US crowdfunding website Kickstarter, countless cold-start startups in the fields of smartbands and smartwatches have emerged in the Chinese market through crowdfunding.</p><p>However, on July 22, all the entrepreneurial stories about \"bracelets\" will come to an abrupt end.</p><p>On July 22, 2014, Xiaomi released the \"Xiaomi Band,\" priced at 79 yuan, sweeping the smart band market with an average price of 300-500 yuan.</p><p><img src=\"https://static.tigerbbs.com/399155d4fb7316963721560a71a2e2d3\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p><p>From now on, Mi Band = Xiaomi Mi Band, just like search =<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Search.</p><p>The latest version of the Xiaomi Band is the \"Xiaomi Band 6\", which was officially released at the end of March this year.</p><p>This product is the first to adopt a full-screen runway display, and adds blood oxygen saturation monitoring functions and abnormal heartbeat reminders. As of June 1, global shipments of the Xiaomi Mi Band 6 exceeded 3 million units.</p><p><img src=\"https://static.tigerbbs.com/6be205cbbe22b4be1434e2d49d2a2bae\" tg-width=\"640\" tg-height=\"853\" referrerpolicy=\"no-referrer\"></p><p><h3>2. Smartwatches</h3>We must talk about Huawei at this point, otherwise the navies will be unhappy.</p><p>In fact, whether it's smart bracelets or smart bands, Huawei's IoAI strategy is the same as Xiaomi's IoAI strategy. Therefore, the two are engaged in strong competition in various sub-sectors, from mobile phones, tablets, and computers to bracelets, watches, and televisions.</p><p>For example, in the smart bracelets mentioned above, Xiaomi achieved first place, while Huawei/Honor series came in second. Both of them basically occupied the entire market space, and the share left to other brands was almost \"other\".</p><p><b>Therefore, here is a brief introduction to the latest Xiaomi and Huawei watches.</b></p><p><b>(1) Xiaomi Watch</b></p><p>The Xiaomi Watch was released on November 5, 2019. It features a 1.78-inch AMOLED square screen, a 44mm dial with a pixel density of 326PPI, and is suitable for men and women of all ages.</p><p><img src=\"https://static.tigerbbs.com/5d9780e14c13988208638e4aafca5811\" tg-width=\"1080\" tg-height=\"954\" referrerpolicy=\"no-referrer\"></p><p>The Xiaomi Watch has a built-in full-function eSIM chip that supports independent call and internet access. It can be used as a backup phone or as a dual-device phone, and is supported by the three major telecom operators: China Unicom, China Mobile, and China Telecom.</p><p>World premiere<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>The Snapdragon wearable flagship processor 3100 4G version supports configurations such as dedicated WiFi, dedicated Bluetooth, and multi-functional NFC. It has a built-in 570mAh high-capacity battery with 36 hours of battery life; Pre-installed with the open ecosystem Watch operating system MIUI For Watch, it offers a massive number of Watch faces (more than 100 models), can download apps, supports custom Watch faces, and can set your favorite functions and photos as Watch faces; Built-in full-featured Xiao Ai Tongxue allows for remote control of smart homes; The European competition-level exercise algorithm \"FIRSTBEAT\" supports VO2max maximum oxygen uptake analysis and 10 professional exercise modes.</p><p>Xiaomi Watch also has a built-in App store, which deeply customizes more than 40 commonly used apps for the watch, and the number continues to increase. At the same time, it is deeply customized in conjunction with multiple software programs such as QQ, Keep, QQ Music, and Hanglv Zongheng.</p><p>For those who prefer a more stylish appearance, you can consider the \"Xiaomi Watch Color\". The downside is that it cannot make phone calls, making it essentially a \"large wristband\".</p><p><b>(2) Huawei Watch</b></p><p>The Huawei WATCH 3 is Huawei's flagship smartwatch of 2021 and its first Harmony OS smartwatch, running the self-developed Huawei Harmony OS operating system.</p><p>The Huawei WATCH 3 comes in four models: Sport, Fashion (leather strap), Fashion (nylon strap), and Premium.</p><p><img src=\"https://static.tigerbbs.com/87f357edad2875c7c316b043822ff3c0\" tg-width=\"640\" tg-height=\"422\" referrerpolicy=\"no-referrer\"></p><p>The Huawei WATCH 3 features elegant and dynamic streamlines and curved surfaces, combined with a 3D rotating crown and a 3D high-curvature mirror design. It features a 1.43-inch AMOLED touchscreen with a resolution of 466×466, 326PPI, a maximum brightness of 1000 nits, and a 60hz refresh rate.</p><p>The Huawei WATCH 3, which focuses on the Internet of Everything, can not only easily control the IoT devices around you, but in subsequent upgrades, the WATCH can also be used to control cars, such as finding cars, opening car doors, turning on air conditioning, and even checking mileage and fuel consumption, allowing users to take control of their smart lives.</p><p>In terms of health capabilities, the Huawei Watch 3 has added a body temperature monitoring function, which can monitor the user's body temperature data in real time.</p><p>In addition, the Huawei Watch 3 also supports fall detection and SOS (suitable for the elderly), 24/7 continuous blood oxygen saturation measurement, and has joined the 301 Hospital Heart Health Study to support risk screening for premature atrial fibrillation and sleep apnea risk screening. Going forward, Huawei will also jointly launch respiratory health research with professional health institutions such as Tongji Hospital affiliated with Tongji Medical College of the University of Science and Technology of China.</p><p><b>(3) Other</b></p><p>In the regular smartwatch specification list, there are also brands such as Honor, formerly a subsidiary of Huawei, and Vivo. As long as your budget is under 1,000 yuan, there are actually quite a few options to choose from.</p><p><h3>3. Smart watches</h3>The reason this title is listed separately is because a smartwatch is, after all, a \"wearable device,\" and its basic attribute is \"watch,\" not just intelligence.</p><p>Since its invention, watches have no longer been a necessary timer for the public; mobile phones have completely replaced the function of clocks. Continuing to buy and wear watches, the biggest demand is already for accessories.</p><p>Therefore, two branches of smartwatches have emerged: one is wristband-style design, which can achieve good cost performance under 1,000 yuan; Another type is accessories, with increasingly high-end appearances and increasingly extreme performance.</p><p>Here's a brief introduction to several dazzling \"smartwatches\".</p><p><b>(1) Huami Amazfit GTR 2 e.g.</b></p><p><img src=\"https://img.36krcdn.com/20210629/v2_57adf5f4ad7544d18e58d7ca2791c3f0_img_000\" tg-width=\"791\" tg-height=\"819\" referrerpolicy=\"no-referrer\"></p><p>The Amazfit GTR 2 eSIM version has a built-in independent communication module and supports eSIM services from the three major carriers. After activating an eSIM dual-device number or a dedicated watch number, you can stay in touch at all times even without your phone.</p><p>Adopting a borderless design concept1, the 1.39-inch high-definition AMOLED screen covered by curved glass seamlessly transitions with the meticulously polished watch body, bringing a better sense of design and a wider field of view.</p><p>The Retina-level AMOLED high-definition screen displays both time information and various application content clearly and vividly. The watch face store offers dozens of different styles of watch faces for you to choose from and change, and also supports custom watch faces, allowing you to set your favorite picture as the watch face background.</p><p><b>(2) Huami Amazfit X</b></p><p>In addition to the aforementioned smartwatch functions, the Huami Amazfit X can be summed up in one word: \"NB\".</p><p>The Amazfit X screen glass uses a hot-bending 3D process. Through 700℃ high-temperature heating and 6 hot-bending processes, the glass achieves an ultra-large curve of 92°, which fits the curved shape and is as crystal clear and beautiful as a jade bracelet.</p><p><img src=\"https://static.tigerbbs.com/4ce9004610ecc33c068bcb9eebd3e877\" tg-width=\"1080\" tg-height=\"847\" referrerpolicy=\"no-referrer\"></p><p><b>(3) Huawei Watch 3</b></p><p><img src=\"https://static.tigerbbs.com/32d30eb235a0023194b9230e887787f7\" tg-width=\"1080\" tg-height=\"953\" referrerpolicy=\"no-referrer\"></p><p>The Huawei WATCH 3 is not just a WATCH, but also a wrist-worn smart device that can access the internet independently and install apps.</p><p>The HUAWEI WATCH 3 supports 4G eSIM, allowing you to do many things outside of your phone. Equipped with HarmonyOS 2, it can work with multiple devices, allowing you to experience many unprecedented features.</p><p>Sweeping the living room<a href=\"https://laohu8.com/S/300024\">Robot</a>The air conditioner in the children's room, the bedside lamp in the master bedroom... all the smart home appliances in your home can be remotely controlled with the HUAWEI WATCH 3. The WATCH is your whole-house smart home appliance remote control.</p><p>The 1.43-inch AMOLED color screen supports full-screen touch operation, including swiping, tapping, and long pressing. Made of stainless steel and ceramic, it exudes luxury and constantly reminds you that this is a watch.</p><p>It features built-in acceleration sensors, gyroscope sensors, geomagnetic sensors, optical heart rate sensors, ambient light sensors, barometric pressure sensors, and body temperature sensors, meeting the ISO 22810:2010 standard 5 ATM protection level requirements. It is waterproof to 50 meters and can be used for water activities in shallow waters such as swimming pools or beach swimming.</p><p>Appearance is justice.</p><p><b>(4) Huawei WATCH GT2 Pro</b></p><p>Although the Huawei Watch GT2 Pro was released in September 2020, it is still the most powerful sports smartwatch.</p><p>Sapphire crystal, titanium bezel, ceramic case, supports APP installation in the APP store, supports trajectory return, outdoor information display (sunrise, sunset, etc.), wireless charging, reverse charging, 24-hour blood oxygen monitoring, ECG acquisition (ECG version), it has everything you need.</p><p>As a watch, the most important thing is still its appearance, as shown in the picture above!</p><p><img src=\"https://static.tigerbbs.com/5cfaa40e510efaf60a5879c19b734e12\" tg-width=\"1080\" tg-height=\"817\" referrerpolicy=\"no-referrer\"></p><p><b>(5) Apple WATCH</b></p><p>I won't go into detail about Apple's Apple WATCH.</p><p><img src=\"https://static.tigerbbs.com/08d46fd3f35ee9a8862a74d0aa0c80f3\" tg-width=\"947\" tg-height=\"844\" referrerpolicy=\"no-referrer\"></p><p><h2>Ending:</h2>Playing with cars on the poor, playing with watches on the rich. Originally, I wanted to rationally analyze the smartphone market landscape, but once I started writing, I ended up crying while writing. There are so many good things!</p><p><b>As the terminal most closely tied to users in the IoAI strategy, smartwatches are the core data and control platform connecting personal scenarios (mobile phones), business scenarios (computers), and home scenarios (home appliances), and will inevitably become the core battlefield.</b></p>","source":"36kr_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Smartwatches: The IoAI War Between Apple, Google, Huawei, and Xiaomi</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nSmartwatches: The IoAI War Between Apple, Google, Huawei, and Xiaomi\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">张栋伟</strong><span class=\"h-time small\">2021-06-29 23:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>June 28, Barcelona, Spain, Mobile World Congress (MWC).</p><p>South Korea<a href=\"https://laohu8.com/S/SSNLF\">Samsung Electronics</a>Its new was released at the conference<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The One UI Watch interface enhances the seamless connection between the Galaxy Watch and Android smartphones.</p><p>This marks<a href=\"https://laohu8.com/S/SMSD.UK\">Samsung Electronics</a>They completely abandoned their self-developed system and fully relied on Google's Wear OS.</p><p><img src=\"https://static.tigerbbs.com/16d2ee4f7367bcfa4f672378ce573829\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p><p>Just prior to this, on June 2nd, Huawei officially released the Huawei WATCH 3 smartwatch, seven years after the first Huawei WATCH was released in 2015.</p><p>As the flagship smartwatch of the year, the Huawei WATCH 3 has undergone a comprehensive upgrade in both hardware and software. Most importantly, it adopts Huawei's Harmony OS, which will provide a new answer to the future landscape of smartwatches!</p><p>The IoAI war, based on smartwatches, is about to enter a fever pitch.</p><p><h2>I. The Past of Smartwatches</h2>The history of smartwatches begins with smart bracelets.</p><p>In the sixth chapter of *Journey to the West*, where \"Guanyin attends a meeting to inquire about the reason, and the Lesser Sage uses his power to subdue the Great Sage,\" seeing the Great Sage Equal to Heaven blocking people and gods blocking gods, he could no longer subdue him. Laozi rolled up his sleeve, removed a ring from his left shoulder, and said, \"This weapon was forged by Kungang. I pointed it at Huan Dan, which has cultivated a body of spiritual energy. It is capable of changing, impervious to water and fire, and can be used against all things. It is a Golden Steel Carving, also known as a Golden Steel Sleeve. When he passed through Han Pass, he transformed Hu into a Buddha, which was a great loss. Sooner or later, he will be the most defensive weapon. Let me throw it down and strike him.\"</p><p>So the Vajra Bead descended from the sky and hit the Heavenly Spirit Skull of the Great Sage Equal to Heaven. He fell, got up and ran again, but was bitten by Erlang Shen's Howling Heavenly Dog, and was temporarily defeated.</p><p>This diamond bracelet is the earliest smart bracelet ever recorded in writing.</p><p><img src=\"https://static.tigerbbs.com/a17a94967c3b8a16168337b12aba813b\" tg-width=\"924\" tg-height=\"511\" referrerpolicy=\"no-referrer\"></p><p>In 1982, Nippon Seiko launched a programmable smart bracelet, which is considered the closest experimental product to a current smart bracelet in historical records.</p><p>In 2007, Fitbit Flex was founded in the United States. Its founders, Park and Eric, were inspired by the Nintendo Wii and thought that sensors could also be used in portable devices. This led to the release of the Fitbit Flex, the most popular smart band at the time, which has been developed ever since.</p><p>Fitbit Flex defines the three basic functions of a smart band: health monitoring, exercise data, and time management.</p><p><img src=\"https://static.tigerbbs.com/10e2ef79c390e090d5efa5135e0bc489\" tg-width=\"781\" tg-height=\"573\" referrerpolicy=\"no-referrer\"></p><p>The first smartwatch actually came from China.</p><p>On July 3, 2013, Guokr Electronics, a subsidiary of Shanda Group, released GEAK Watch, which uses...<a href=\"https://laohu8.com/S/GOOG\">Google</a>It features the Android operating system and is claimed to be the world's first smartwatch, with a limited edition of 5,000 units.</p><p><img src=\"https://static.tigerbbs.com/fa7a7f8608feab1737ff5a01337b09a6\" tg-width=\"500\" tg-height=\"318\" referrerpolicy=\"no-referrer\"></p><p>Gu Xiaobin, CEO of Guokr Electronics, is a former<a href=\"https://laohu8.com/S/SINA\">Sina</a>First deputy editor of Technology, and co-founder of TechWeb. As an old friend, Tiger gave me a GEAK Watch, making me one of the earliest \"geeks\" to try something new.</p><p>This 8mm thick watch integrates a variety of intelligent sensors, including temperature, navigation, power acceleration, gyroscope and other intelligent sensors. Some of them use military-grade products with higher precision and higher reliability, which can acquire data such as heartbeat, blood pressure, pulse, and GPS.</p><p>The GEAK Watch smartwatch can monitor the wearer's movement. It is a 24/7 pedometer that records activity data throughout the day, accurately analyzes fat burning, and provides the most accurate data support for fitness enthusiasts.</p><p>Moreover, it also manages sleep. The watch has a built-in sleep tracking and management system that can track the wearer's daily sleep status and provide better sleep advice.</p><p>When people can't use their phones, the GEAK Watch can connect to the internet independently, allowing them to check emails and chat with friends.</p><p>In addition, GEAK Watch has another feature: a walkie-talkie.</p><p>The GEAK Watch smartwatch can be transformed into a walkie-talkie, allowing hikers to communicate with each other even in high mountains without any internet access. \"Sweet potato, sweet potato, I am a potato\"—these scenes that used to require carrying a walkie-talkie can now be accomplished by simply raising your wrist.</p><p><img src=\"https://static.tigerbbs.com/ab13aeea1da814c59a16a12d709c197d\" tg-width=\"500\" tg-height=\"404\" referrerpolicy=\"no-referrer\"></p><p>GEAK Watch only achieved innovation at the \"application layer,\" so it didn't achieve its ultimate success. The rapid development of smartwatches will have to wait until Google and...<a href=\"https://laohu8.com/S/AAPL\">Apple</a>After the showdown between the two major OS camps.</p><p><h2>II. From the Struggle Between Two Heroes to the Three Kingdoms</h2><h3>1、<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>android Wear</h3>On June 26, 2014, at Google's I/O developer conference, Google released Android Wear, an operating system specifically designed for smartwatches.<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>Together with LG, they launched three Android Wear-based operating systems: Gear Live, G Watch, and Moto360.</p><p>Android Wear is developing rapidly. Less than three weeks after the release of the first Android Wear devices, such as the LG G Watch and Samsung Gear Live, the number of dedicated apps for these smartwatches on Google Play has already exceeded thousands.</p><p>Just as Android phones hold the largest market share globally, smartwatches based on Wear OS are also a global standard. In the Chinese market, smart wearable device companies, represented by Xiaomi (including Huami), are conquering Google's Wear OS market.</p><p><h3>2. Apple Watch</h3>On September 10, 2014, Apple launched the Apple Watch, officially entering the smartwatch field. The Apple Watch has been called a \"revolutionary product\" by Apple CEO Tim Cook.</p><p>The Apple Watch is first and foremost full of technology, including:</p><p>1. It can enable functions such as making and receiving calls, Siri voice, messages, calendar, maps, etc., and the iPhone's GPS can be adjusted through the watch.</p><p>2. The Apple Watch uses a magnetic MagSafe plug to support wireless charging, which effectively solves the battery life problem. Apple Watch can also use Apple Pay.</p><p>3. To overcome the limitation of a small Watch face screen, the Apple Watch has a digital wheel that can be rotated to scale images or move patterns.</p><p>4. The Apple Watch's screen also supports multi-touch control. There is a separate Communication button under the crown of the Apple Watch, which is specifically designed to launch a Communication app called Communication.</p><p>5. Apple has redesigned the Apple Watch's interface, allowing users to see their friend list, call friends, and even share their heart rate information with them.</p><p>6. The Apple Watch uses Apple's self-developed S1 chip, which has many sensors on the back. When the user raises their hand, the display will automatically turn on. A dot-shaped icon appears on the display, which can be dragged or clicked.</p><p>More importantly, Apple has not forgotten its core mission of \"Zhuang B\". The Apple Watch dial uses sapphire glass and is waterproof. It offers watch straps in two sizes, as well as different colors such as gold and silver, to fully satisfy the pride of kidney sellers.</p><p>Unsurprisingly, the Apple Watch, like other Apple products, has become one of the most fashionable technological products, a trend that continues to this day.</p><p><h3>3. Huawei harmany OS</h3>On August 9, 2019, HUAWEI held the HUAWEI Developer Conference in Dongguan to officially release its operating system, HUAWEI Harmony OS.</p><p>Huawei's HarmonyOS system is a brand-new distributed operating system for all scenarios. It creates a world of super virtual terminal interconnection, organically connecting people, devices, and scenarios. It enables rapid discovery, rapid connection, hardware mutual assistance, and resource sharing of various smart terminals that consumers encounter in all scenarios of life, and provides scenario experiences with suitable devices.</p><p>On September 10, 2020, Huawei upgraded its HarmonyOS system to Harmony OS 2.0.</p><p>On the evening of June 2, 2021, Huawei officially released Harmony OS 2, as well as several new products equipped with Harmony OS 2. This includes the Huawei smartwatch \"Huawei WATCH 3\".</p><p>Based on Huawei's own definition, the HarmonyOS system is fully compatible with Android, and developers are encouraged to design exclusive applications for Huawei HarmonyOS.</p><p>From the current perspective, it seems too early to say that Huawei's HarmonyOS can be compared to Google and Apple. But as the saying goes:</p><p>\"It is better to bully the white-bearded man than to bully the poor youth. In the end, there will be a dragon piercing the phoenix, and I will never believe that my trousers will be pierced.\"</p><p>We hope that Huawei's Harmony OS will soon stand on its own and become a self-contained system.</p><p>Actually, the earliest smartwatch was probably Pebble from the United States.</p><p>Pebble is one of the most successful projects in the history of the crowdfunding website Kickstarter. It was launched in 2012 and officially released in 2013. Pebble demonstrated consumers' huge interest in a smartwatch product that could synchronize with their smartphone, push text messages, make calls, and provide reminders, thus ushering in the entire technology industry's march towards smartwatches.</p><p>The Pebble smartwatch is compatible with Google's Android and Apple's iOS, can connect to iOS or Android phones, and uses a more power-efficient black and white display mode, so its battery life can last for several days.</p><p>However, competition in the technology industry is no longer simply a competition of creativity; capital power is the driving force that determines the outcome.</p><p>Pebble remains a niche product, surviving tenaciously. But its historical mission has already ended.</p><p><img src=\"https://static.tigerbbs.com/37988534e4c3cd696d9279e79d4c4d9d\" tg-width=\"723\" tg-height=\"477\" referrerpolicy=\"no-referrer\"></p><p><h2>III. China's Smartwatch Market</h2>Smartwatches have been divided into three application areas: smart bracelets, smartwatches, and intelligent watches.</p><p><h3>1. Smart bracelet</h3>As mentioned above, smart bracelets were originally created for weight loss, so health monitoring, exercise data, and time management constitute the basic functions of smartphones.</p><p>In 2014, the author, Zhang Dongwei, who was also a partner at the crowdfunding website at the time.</p><p>Influenced by the Pebble smartwatch, one of the most successful projects on the US crowdfunding website Kickstarter, countless cold-start startups in the fields of smartbands and smartwatches have emerged in the Chinese market through crowdfunding.</p><p>However, on July 22, all the entrepreneurial stories about \"bracelets\" will come to an abrupt end.</p><p>On July 22, 2014, Xiaomi released the \"Xiaomi Band,\" priced at 79 yuan, sweeping the smart band market with an average price of 300-500 yuan.</p><p><img src=\"https://static.tigerbbs.com/399155d4fb7316963721560a71a2e2d3\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p><p>From now on, Mi Band = Xiaomi Mi Band, just like search =<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Search.</p><p>The latest version of the Xiaomi Band is the \"Xiaomi Band 6\", which was officially released at the end of March this year.</p><p>This product is the first to adopt a full-screen runway display, and adds blood oxygen saturation monitoring functions and abnormal heartbeat reminders. As of June 1, global shipments of the Xiaomi Mi Band 6 exceeded 3 million units.</p><p><img src=\"https://static.tigerbbs.com/6be205cbbe22b4be1434e2d49d2a2bae\" tg-width=\"640\" tg-height=\"853\" referrerpolicy=\"no-referrer\"></p><p><h3>2. Smartwatches</h3>We must talk about Huawei at this point, otherwise the navies will be unhappy.</p><p>In fact, whether it's smart bracelets or smart bands, Huawei's IoAI strategy is the same as Xiaomi's IoAI strategy. Therefore, the two are engaged in strong competition in various sub-sectors, from mobile phones, tablets, and computers to bracelets, watches, and televisions.</p><p>For example, in the smart bracelets mentioned above, Xiaomi achieved first place, while Huawei/Honor series came in second. Both of them basically occupied the entire market space, and the share left to other brands was almost \"other\".</p><p><b>Therefore, here is a brief introduction to the latest Xiaomi and Huawei watches.</b></p><p><b>(1) Xiaomi Watch</b></p><p>The Xiaomi Watch was released on November 5, 2019. It features a 1.78-inch AMOLED square screen, a 44mm dial with a pixel density of 326PPI, and is suitable for men and women of all ages.</p><p><img src=\"https://static.tigerbbs.com/5d9780e14c13988208638e4aafca5811\" tg-width=\"1080\" tg-height=\"954\" referrerpolicy=\"no-referrer\"></p><p>The Xiaomi Watch has a built-in full-function eSIM chip that supports independent call and internet access. It can be used as a backup phone or as a dual-device phone, and is supported by the three major telecom operators: China Unicom, China Mobile, and China Telecom.</p><p>World premiere<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>The Snapdragon wearable flagship processor 3100 4G version supports configurations such as dedicated WiFi, dedicated Bluetooth, and multi-functional NFC. It has a built-in 570mAh high-capacity battery with 36 hours of battery life; Pre-installed with the open ecosystem Watch operating system MIUI For Watch, it offers a massive number of Watch faces (more than 100 models), can download apps, supports custom Watch faces, and can set your favorite functions and photos as Watch faces; Built-in full-featured Xiao Ai Tongxue allows for remote control of smart homes; The European competition-level exercise algorithm \"FIRSTBEAT\" supports VO2max maximum oxygen uptake analysis and 10 professional exercise modes.</p><p>Xiaomi Watch also has a built-in App store, which deeply customizes more than 40 commonly used apps for the watch, and the number continues to increase. At the same time, it is deeply customized in conjunction with multiple software programs such as QQ, Keep, QQ Music, and Hanglv Zongheng.</p><p>For those who prefer a more stylish appearance, you can consider the \"Xiaomi Watch Color\". The downside is that it cannot make phone calls, making it essentially a \"large wristband\".</p><p><b>(2) Huawei Watch</b></p><p>The Huawei WATCH 3 is Huawei's flagship smartwatch of 2021 and its first Harmony OS smartwatch, running the self-developed Huawei Harmony OS operating system.</p><p>The Huawei WATCH 3 comes in four models: Sport, Fashion (leather strap), Fashion (nylon strap), and Premium.</p><p><img src=\"https://static.tigerbbs.com/87f357edad2875c7c316b043822ff3c0\" tg-width=\"640\" tg-height=\"422\" referrerpolicy=\"no-referrer\"></p><p>The Huawei WATCH 3 features elegant and dynamic streamlines and curved surfaces, combined with a 3D rotating crown and a 3D high-curvature mirror design. It features a 1.43-inch AMOLED touchscreen with a resolution of 466×466, 326PPI, a maximum brightness of 1000 nits, and a 60hz refresh rate.</p><p>The Huawei WATCH 3, which focuses on the Internet of Everything, can not only easily control the IoT devices around you, but in subsequent upgrades, the WATCH can also be used to control cars, such as finding cars, opening car doors, turning on air conditioning, and even checking mileage and fuel consumption, allowing users to take control of their smart lives.</p><p>In terms of health capabilities, the Huawei Watch 3 has added a body temperature monitoring function, which can monitor the user's body temperature data in real time.</p><p>In addition, the Huawei Watch 3 also supports fall detection and SOS (suitable for the elderly), 24/7 continuous blood oxygen saturation measurement, and has joined the 301 Hospital Heart Health Study to support risk screening for premature atrial fibrillation and sleep apnea risk screening. Going forward, Huawei will also jointly launch respiratory health research with professional health institutions such as Tongji Hospital affiliated with Tongji Medical College of the University of Science and Technology of China.</p><p><b>(3) Other</b></p><p>In the regular smartwatch specification list, there are also brands such as Honor, formerly a subsidiary of Huawei, and Vivo. As long as your budget is under 1,000 yuan, there are actually quite a few options to choose from.</p><p><h3>3. Smart watches</h3>The reason this title is listed separately is because a smartwatch is, after all, a \"wearable device,\" and its basic attribute is \"watch,\" not just intelligence.</p><p>Since its invention, watches have no longer been a necessary timer for the public; mobile phones have completely replaced the function of clocks. Continuing to buy and wear watches, the biggest demand is already for accessories.</p><p>Therefore, two branches of smartwatches have emerged: one is wristband-style design, which can achieve good cost performance under 1,000 yuan; Another type is accessories, with increasingly high-end appearances and increasingly extreme performance.</p><p>Here's a brief introduction to several dazzling \"smartwatches\".</p><p><b>(1) Huami Amazfit GTR 2 e.g.</b></p><p><img src=\"https://img.36krcdn.com/20210629/v2_57adf5f4ad7544d18e58d7ca2791c3f0_img_000\" tg-width=\"791\" tg-height=\"819\" referrerpolicy=\"no-referrer\"></p><p>The Amazfit GTR 2 eSIM version has a built-in independent communication module and supports eSIM services from the three major carriers. After activating an eSIM dual-device number or a dedicated watch number, you can stay in touch at all times even without your phone.</p><p>Adopting a borderless design concept1, the 1.39-inch high-definition AMOLED screen covered by curved glass seamlessly transitions with the meticulously polished watch body, bringing a better sense of design and a wider field of view.</p><p>The Retina-level AMOLED high-definition screen displays both time information and various application content clearly and vividly. The watch face store offers dozens of different styles of watch faces for you to choose from and change, and also supports custom watch faces, allowing you to set your favorite picture as the watch face background.</p><p><b>(2) Huami Amazfit X</b></p><p>In addition to the aforementioned smartwatch functions, the Huami Amazfit X can be summed up in one word: \"NB\".</p><p>The Amazfit X screen glass uses a hot-bending 3D process. Through 700℃ high-temperature heating and 6 hot-bending processes, the glass achieves an ultra-large curve of 92°, which fits the curved shape and is as crystal clear and beautiful as a jade bracelet.</p><p><img src=\"https://static.tigerbbs.com/4ce9004610ecc33c068bcb9eebd3e877\" tg-width=\"1080\" tg-height=\"847\" referrerpolicy=\"no-referrer\"></p><p><b>(3) Huawei Watch 3</b></p><p><img src=\"https://static.tigerbbs.com/32d30eb235a0023194b9230e887787f7\" tg-width=\"1080\" tg-height=\"953\" referrerpolicy=\"no-referrer\"></p><p>The Huawei WATCH 3 is not just a WATCH, but also a wrist-worn smart device that can access the internet independently and install apps.</p><p>The HUAWEI WATCH 3 supports 4G eSIM, allowing you to do many things outside of your phone. Equipped with HarmonyOS 2, it can work with multiple devices, allowing you to experience many unprecedented features.</p><p>Sweeping the living room<a href=\"https://laohu8.com/S/300024\">Robot</a>The air conditioner in the children's room, the bedside lamp in the master bedroom... all the smart home appliances in your home can be remotely controlled with the HUAWEI WATCH 3. The WATCH is your whole-house smart home appliance remote control.</p><p>The 1.43-inch AMOLED color screen supports full-screen touch operation, including swiping, tapping, and long pressing. Made of stainless steel and ceramic, it exudes luxury and constantly reminds you that this is a watch.</p><p>It features built-in acceleration sensors, gyroscope sensors, geomagnetic sensors, optical heart rate sensors, ambient light sensors, barometric pressure sensors, and body temperature sensors, meeting the ISO 22810:2010 standard 5 ATM protection level requirements. It is waterproof to 50 meters and can be used for water activities in shallow waters such as swimming pools or beach swimming.</p><p>Appearance is justice.</p><p><b>(4) Huawei WATCH GT2 Pro</b></p><p>Although the Huawei Watch GT2 Pro was released in September 2020, it is still the most powerful sports smartwatch.</p><p>Sapphire crystal, titanium bezel, ceramic case, supports APP installation in the APP store, supports trajectory return, outdoor information display (sunrise, sunset, etc.), wireless charging, reverse charging, 24-hour blood oxygen monitoring, ECG acquisition (ECG version), it has everything you need.</p><p>As a watch, the most important thing is still its appearance, as shown in the picture above!</p><p><img src=\"https://static.tigerbbs.com/5cfaa40e510efaf60a5879c19b734e12\" tg-width=\"1080\" tg-height=\"817\" referrerpolicy=\"no-referrer\"></p><p><b>(5) Apple WATCH</b></p><p>I won't go into detail about Apple's Apple WATCH.</p><p><img src=\"https://static.tigerbbs.com/08d46fd3f35ee9a8862a74d0aa0c80f3\" tg-width=\"947\" tg-height=\"844\" referrerpolicy=\"no-referrer\"></p><p><h2>Ending:</h2>Playing with cars on the poor, playing with watches on the rich. Originally, I wanted to rationally analyze the smartphone market landscape, but once I started writing, I ended up crying while writing. There are so many good things!</p><p><b>As the terminal most closely tied to users in the IoAI strategy, smartwatches are the core data and control platform connecting personal scenarios (mobile phones), business scenarios (computers), and home scenarios (home appliances), and will inevitably become the core battlefield.</b></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://36kr.com/p/1289334944006662\">张栋伟</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/16d2ee4f7367bcfa4f672378ce573829","relate_stocks":{"GOOG":"谷歌","AAPL":"苹果","09086":"华夏纳指-U","GOOGL":"谷歌A","03086":"华夏纳指","QNETCN":"纳斯达克中美互联网老虎指数","01810":"小米集团-W"},"source_url":"https://36kr.com/p/1289334944006662","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147468863","content_text":"6月28日，西班牙巴塞罗那，世界移动通讯大会(MWC)。\n韩国三星电子在会议上发布了其新智能手表介面One UI Watch，强化Galaxy Watch与Android智能手机间的无缝连接。\n这标志着三星电子彻底放弃了自研系统，全面投靠谷歌的Wear OS。\n\n而就在此前不久的6月2日，华为正式发布华为WATCH 3智能手表，这距离2015年发布的第一款华为WATCH已有7年时间。\n华为WATCH 3作为年度智能手表旗舰，在软硬件上全面升级，最为重要的是其采用了华为鸿蒙，即Harmony OS，将给智能手表的未来格局提供一个新答案！\n以智能手表为载体的IoAI战争，即将进入白热化阶段。\n一、智能手表的前世\n智能手表的前世，要先从智能手环说起。\n话说《西游记》第六回，“观音赴会问原因 小圣施威降大圣”中，眼看着齐天大圣人挡杀人、神挡杀神，已然制服不住，太上老君捋起衣袖，左膊上取下一个圈子，说道：“这件兵器，乃锟钢抟炼的，被我将还丹点成，养就一身灵气，善能变化，水火不侵，又能套诸物；一名金钢琢，又名金钢套。当年过函关，化胡为佛，甚是亏他，早晚最可防身。等我丢下去打他一下。”\n于是乎金刚琢从天而降打到了齐天大圣天灵盖上，跌了一跤，爬起来再跑又被二郎神的哮天犬咬到，一时竟然败下阵来。\n这个金刚琢，是有文字记载以来的最早的智能手环。\n\n时间到了1982年，日本精工推出了一款可编程手环，算是有史料记载的，最接近当前智能手环的一款实验性产品。\n2007年，美国Fitbit Flex公司成立，其创始人Park与Eric受到任天堂Wii的启发，想到传感器同样能用于便携设备，由此发布了当时最受欢迎的人气智能手环Fitbit Flex，并一直发展至今。\nFitbit Flex定义了智能手环的三大基础功能：健康监测、运动数据和时间管理。\n\n而第一款智能手表，竟然是来自于中国。\n2013年7月3日，盛大旗下果壳电子公司发布 GEAK Watch ，使用谷歌的 Android操作系统，号称是全球第一款智能手表，限量发售5000台。\n\n果壳电子的CEO顾晓斌，是前新浪科技的首任副主编，以及TechWeb联合创始人。作为老朋友，老虎赠送了我一台GEAK Watch，成为最早吃螃蟹的“极客”之一。\n这款厚度为8毫米的手表内部，集成了多种智能传感器，包括温度、导航、动力加速、陀螺仪等多种智能传感器，部分采用更高精度更高可靠性军品级产品，可实现心跳、血压、脉搏、GPS等数据获取。\nGEAK Watch智能手表能够监测佩戴人的运动，是一部7×24小时的计步器，全天记录行动数据，精准分析脂肪燃烧情况，为立志健身者提供最精准的数据支持。\n不仅如此，它还干起了管理睡眠的事情，手表内藏一个睡眠跟踪管理体系，可以跟踪佩戴者每天的睡眠状况，给出更好的睡眠意见。\n在人们无法使用手机的时候，GEAK Watch智能手表可以独立上网，供人们查看邮件、与好友聊天。\n另外，GEAK Watch还有一个功能：对讲机。\nGEAK Watch智能手表可以变成对讲机，即使在没有任何网络的高山上，驴友们也可以通过智能手表组成网络互相通信。“地瓜地瓜，我是土豆”，这些以往需要身背报话机的场景，现在抬抬手腕就能完成。\n\nGEAK Watch 仅仅实现了“应用层”的创新，所以没能迎来最终的辉煌，智能手表的大发展，则要等到谷歌和苹果两大OS阵营的对决之后。\n二、从两雄争霸到三国杀\n1、谷歌Android Wear\n2014年6月26，在谷歌的I/O开发者大会上，谷歌发布了专门针对智能手表的操作系统Android Wear，同时三星和LG分别推出了Gear Live、G Watch、Moto360三款基于Android Wear的操作系统。\nAndroid Wear发展迅速，距LG G Watch和三星Gear Live等首批Android Wear设备发布还不到三个星期，Google Play里这些智能手表的专用应用数量已经超过了数千款。\n正如安卓手机的市占率全球最多一样，基于Wear OS的智能手表也是全球标准，在中国市场，以小米（含华米）为代表的智能可穿戴设备企业们，为谷歌的Wear OS攻城略地。\n2、苹果Apple Watch\n2014年9月10日，苹果推出了Apple Watch，正式向智能手表领域进军。Apple Watch被苹果CEO蒂姆·库克称为“革命性产品”。\nApple Watch首先充满了科技感，包括：\n1、可以实现如 接打电话、Siri 语音、信息、日历、地图等功能，通过手表可以调节iPhone 的GPS。\n2、Apple Watch采用磁力MagSafe插头，支持无线充电，这一设计有效解决了续航问题。Apple Watch也可使用Apple Pay。\n3、为了克服手表表盘屏幕过小的限制，Apple Watch设置了一个数码转轮，通过转动它可以对图像进行缩放或移动图 案。\n4、Apple Watch的屏幕同样支持多点操控。Apple Watch的表冠下有一颗单独的沟通按键，专门启动一个 叫Communication的通讯应用。\n5、苹果对Apple Watch的界面进行了全新设计，用户可以在手表上看到好友列表，与好友通话，甚至把自己 的心率信息分享给好友。\n6、Apple Watch采用苹果自行开发的S1芯片，背部有很多感应器，当用户抬手时，显示屏会自动打开。显示屏上会出 现点状图标，供拉动或点击。\n更重要的是，苹果没有忘记自己“Zhuang B”的核心使命，Apple Watch表盘采用了蓝宝石玻璃，具备防水功能。提供有两种尺寸，以及金色、银色等不同颜色的表带，充分满足卖肾群体的自豪感。\n不出所料的，Apple Watch 一如其他苹果产品，成为最时尚的科技产品之一，延续至今。\n3、华为 鸿蒙harmany OS\n2019年8月9日，华为在东莞举行华为开发者大会，正式发布操作系统华为鸿蒙系统（英文：HUAWEI Harmony OS）。\n华为鸿蒙系统是一款全新的面向全场景的分布式操作系统，创造一个超级虚拟终端互联的世界，将人、设备、场景有机地联系在一起，将消费者在全场景生活中接触的多种智能终端实现极速发现、极速连接、硬件互助、资源共享，用合适的设备提供场景体验。\n2020年9月10日，华为鸿蒙系统升级至Harmony OS 2.0版本。\n2021年6月2日晚，华为正式发布Harmony OS 2，以及多款搭载Harmony OS 2的新产品。这其中就包括了华为智能手表“华为WATCH 3”。\n基于华为自身的定义，鸿蒙系统全面兼容安卓，同时又鼓励开发者为华为鸿蒙设计专属的应用。\n从当前看，要说华为鸿蒙能与谷歌、苹果相提并论，似乎还有些过早。但正所谓：\n“宁欺白须公，莫欺少年穷。终须有日龙穿凤，唔信一世裤穿窿。”\n期盼华为鸿蒙Harmony OS早日独当一面，自成体系。\n其实最早的智能手表，应该是美国的Pebble。\nPebble是众筹募资网站Kickstarter史上最成功的项目之一，在2012年上线筹款，2013年正式发布。Pebble表明了消费者对于一款能够和智能手机进行同步、推送短信、电话、提醒的智能手表产品的巨大兴趣，也由此揭开了整个科技界向智能手表进军的序幕。\nPebble智能手表兼容谷歌的安卓，和苹果的iOS，能与iOS手机或者Android手机建立连接，并采用了更为省电的黑白显示模式，因此其电池续航时间可以达到数天之久。\n但是，科技界的竞争已经不再是单纯的创意竞争，资本力量才是决定胜负的推手。\nPebble，目前依然作为小众产品，顽强地活着。但它的历史使命，已经结束了。\n\n三、中国的智能手表市场\n智能手表已经分化成为三个应用领域，即智能手环、智能手表、智能化的手表。\n1、智能手环\n如上所言，智能手环的诞生之初是为了减肥，所以健康监测、运动数据和时间管理，首先构成了智能手机的基础功能。\n2014年，作者张栋伟，也就是我当时还在众筹网担任合伙人。\n受美国众筹募资网站Kickstarter最成功的项目之一Pebble智能手表的影响，中国市场涌现出无数在智能手环和智能手表领域，以众筹方式开展冷启动的创业项目。\n但是等到7月22日，所有关于“手环”的创业故事，都要戛然而止。\n2014年7月22日，小米公司发布了“小米手环”，以79元定价，横扫了均价300-500元的智能手环市场。\n\n从此以后，手环=小米手环，就像 搜索=百度搜索。\n目前小米手环的最新版是今年 3月末正式发布的“小米手环 6”。\n该产品首次采用了跑道全面屏，新增血氧饱和度监测功能、心脏搏动异常提醒。截至 6月 1日，小米手环 6 全球出货量突破 300 万只。\n\n2、智能手表\n此时必须要讲讲华为，否则海军们就不高兴了。\n实际上，不管是智能手环，还是智能手环，华为的IoAI战略，与小米的IoAI战略路线是一样的，所以在从手机、平板、电脑，到手环、手表、电视机等各个细分领域，两者都在进行强有力的竞争。\n比如上面所说的智能手环，小米取得了第一名的成绩，而第二名就是华为/荣耀 系，两者基本上占据了整个市场空间，给其他品牌留下的份额，也几乎是“其他”。\n所以，这里简单介绍一下最新的小米手表和华为手表。\n（1）小米手表\n小米手表发布于2019年11月5日，采用1.78英寸AMOLED方形大屏，44mm表盘像素密度为326PPI精细显示，大小男女适用。\n\n小米手表内置全功能eSIM芯片，支持独立接打电话和上网，可以是备用机，也可以一号双终端，联通、移动、电信三大运营商均支持。\n全球首发高通骁龙可穿戴旗舰处理器3100 4G版，支持独立WiFi、独立蓝牙，多功能NFC等配置。内置570mAh大容量电池，36小时续航；预装开放生态的手表操作系统MIUI For Watch，提供海量表盘（超过100款）、能下载App，支持自定义表盘，喜欢的功能、照片都可设置为表盘；内置全功能小爱同学，远程操控智能家居；欧洲赛级运动算法「FIRSTBEAT」，支持VO2max最大摄氧量分析，10种专业运动模式。\n小米手表还内置应用市场，针对手表深度定制超过40款常用App，并持续增加中。同时与QQ，Keep、QQ音乐、航旅纵横等多款软件联合深度定制。\n喜欢外观时尚一些的，可以考虑“小米手表Color”，缺点是不能打电话，等于是一个“大号手环”。\n（2）华为手表\n华为 WATCH 3，是华为2021年度旗舰智能手表，也是华为发布的首款Harmony OS智能手表，运行自研的华为鸿蒙Harmony OS操作系统。\n华为WATCH 3拥有运动款、时尚款（真皮表带）、时尚款（尼龙表带）、尊享款四个款式。\n\n华为 WATCH 3 使用了优雅灵动的流线和曲面，配合了 3D 旋转表冠以及 3D 大曲率镜面设计，内蕴一块 1.43 英寸的 AMOLED 触摸屏，分辨率可达 466×466，326PPI，最高可达 1000nits 亮度，提供 60hz 刷新率。\n主打万物互联的华为 WATCH 3 不仅可以轻松控制身边的IoT设备，后续升级通过手表还能操控汽车，进行寻车、开车门、开空调，甚至查里程、油量等，让用户一手掌控智慧生活。\n在健康能力上，华为 Watch 3 新增了体温监测功能，可以实时监测到用户的体温数据。\n另外，华为Watch 3还支持跌倒检测与SOS（适合老年人）、全天候连续血氧饱和度测量，并加入 301 医院心脏健康研究，支持房颤早搏风险筛查、睡眠呼吸暂停风险筛查等。后续，华为还将与中科技大学同济医学院附属同济医院等专业健康机构联合发起呼吸健康研究。\n（3）其他\n在常规的智能手表规格列表中，还有曾经华为旗下的荣耀，以及Vivo等品牌，只要你的预算在1000元以下，实际上可以选择的范围还是比较多。\n3、智能的手表\n之所以将这个标题单独列出来，是因为智能手表毕竟是“可穿戴设备”之一，它的基本属性是“手表”，而不仅仅是智能。\n手表从发明至今，对于公众来说，已经不再是必需的计时器，手机已经完全取代了时钟的功能。继续购买和佩戴手表，最大的需求已经是装饰品。\n因此，智能手表就出现了两个分支方向，一种是手环化，能实现千元以下的良好性价比；另一种则是佩饰化，外观越来越高端，性能越来越极端。\n这里简要介绍几款光彩熠熠的“智能的手表”。\n（1）华米Amazfit GTR 2 eSIM\n\nAmazfit GTR 2 eSIM 版内置了独立通信模块，支持三大运营商的 eSIM 服务。在开通 eSIM 一号双终端或手表独立号码后，即使不带手机，也能时刻保持联系。\n采用无边界设计理念1，曲面玻璃覆盖下的 1.39 英寸高清 AMOLED 大屏与精心打磨的表身自然过渡，带来更佳的设计感和更广的视野。\n视网膜级的 AMOLED 高清大屏，不管是显示时间信息还是各种应用内容，都清晰生动。表盘商店则提供了数十款风格不同的表盘供你选择更换，更支持自定义表盘，可以将喜欢的图片设置成表盘背景。\n（2）华米Amazfit X\n华米Amazfit X除了具备上述智能手表功能之外，就是一个字“NB”。\nAmazfit X 屏幕玻璃采用热弯 3D 工艺，通过 700℃ 高温加热及 6 道热弯工艺，让玻璃达到了 92°的超大弧度，贴合曲面造型，如玉镯般晶莹优美。\n\n（3）华为Watch 3\n\n华为WATCH 3 不仅是手表，还是一个能独立上网，能装 App 的腕上智能终端。\nHUAWEI WATCH 3 支持 4G eSIM 功能，它能脱离手机做很多事情，搭载 HarmonyOS 2，能与多种设备联动，让你体验众多前所未有的功能。\n客厅的扫地机器人，儿童房的空调，主人房的床头灯······家里的智能家电，都可以用 HUAWEI WATCH 3 远程遥控，手表就是你的全屋智能家电遥控器。\n1.43 英寸 AMOLED 彩色屏幕，支持全屏触摸操作，包括滑动、点击、长按，不锈钢+陶瓷的材质，尽显奢华，时刻提示着你，这是一款手表。\n内置加速度传感器、陀螺仪传感器、地磁传感器、光学心率传感器、环境光传感器、气压传感器、体温传感器，满足 ISO 22810:2010 标准 5 ATM 防护等级要求，防水达到 50 米，可用于游泳池或海滨游泳等浅水域的水上活动。\n颜值即正义。\n（4）华为 WATCH GT2 Pro\n华为 Watch GT2 Pro，虽然是2020年9月发布的款式，但是作为运动款智能手表，依然是最能打的。\n蓝宝石镜面、钛金属表框、陶瓷背壳，支持应用市场安装APP，支持轨迹返航、户外信息展示（日出日落等），无线充电、反向充电，24小时血氧监测、心电采集（ECG 版），该有的都有。\n作为一款手表，重要的依然是颜值，上图！\n\n（5）Apple WATCH\n关于苹果的Apple WATCH，我就不多说了。\n\n尾声：\n穷玩车，富玩表，原本是想很理性地分析一下智能手机的市场格局，等开始动笔，就成了一边码字一边流泪，好东西太多了！\n智能手表作为 IoAI 战略里，与用户个人捆绑最紧密的终端，是连接个人场景（手机）、商务场景（电脑）和家庭场景（家电）的核心数据平台和控制平台，必将成为核心战场。","news_type":1,"symbols_score_info":{"AAPL":0.9,"GOOGL":0.9,"QNETCN":0.9,"03086":0.9,"01810":0.9,"09086":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":5159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153913013,"gmtCreate":1625003795032,"gmtModify":1703849739461,"author":{"id":"4087745047715700","authorId":"4087745047715700","name":"EeMei","avatar":"https://static.tigerbbs.com/ef8409d8ad4dd460f4ff6b821735444f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087745047715700","idStr":"4087745047715700"},"themes":[],"title":"","htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/153913013","repostId":"1106873810","repostType":4,"repost":{"id":"1106873810","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":1624989419,"share":"https://ttm.financial/m/news/1106873810?lang=en_US&edition=fundamental","pubTime":"2021-06-30 01:56","market":"us","language":"zh","title":"Dingdong Maicai officially listed on the New York Stock Exchange, opening up 21% on its first day.","url":"https://stock-news.laohu8.com/highlight/detail?id=1106873810","media":"老虎资讯综合","summary":"北京时间6月30日，叮咚买菜正式登陆纽交所，首日开涨21%，此前给出的IPO发行价为每份ADS 23.50美元。\n\n上市前夕发行规模缩减7成\n叮咚买菜在上市前夜紧急更新了IPO招股书，据最新招股书显示","content":"<p>On June 30, Beijing time, Dingdong Maicai officially listed on the New York Stock Exchange, rising 21% on its first day. The previously announced IPO price was $23.50 per ADS.</p><p><img src=\"https://static.tigerbbs.com/8019015b6d73a8f99bab4121482e7be7\" tg-width=\"827\" tg-height=\"595\" referrerpolicy=\"no-referrer\"></p><p><b>The issuance size was reduced by 70% before the IPO.</b></p><p>On the eve of its IPO, Dingdong Maicai urgently updated its IPO prospectus. According to the latest prospectus, Dingdong Maicai has lowered its IPO financing target in the United States to about a quarter of its original target, seeking to raise a maximum of $94.4 million, a 74% decrease from the original plan of $357 million. The number of depositary shares (ADSs) issued has also been cut from 14 million to 3.7 million, with a price range of $23.50 to $25.50.</p><p>A week ago, Dingdong Maicai's first updated prospectus showed that it would publicly offer 14 million American Depositary Shares, which could raise nearly $360 million based on the upper limit of the offering price range. In contrast, the most recently announced fundraising scale has been reduced to a quarter of the previous amount, which is an overall reduction of more than 70%.</p><p><b>About Dingdong Maicai</b></p><p>Dingdong Maicai is headquartered in Shanghai and operates its own grocery shopping app, where consumers can purchase on-demand fresh food through a \"pre-positioned warehouse\" network. The so-called pre-positioned warehouses are warehouses located near residential areas according to a predetermined strategy to ensure that Dingdong Maicai can deliver goods to your door within 30 minutes as promised. Their services now cover a range of major cities, including Shanghai, Beijing, Shenzhen, and Hangzhou.</p><p>Dingdong Maicai was founded in 2017. Its founder and CEO, Liang Changlin, had several successful entrepreneurial experiences before, so it quickly attracted the support of a series of venture capital firms, including Sequoia China and Qiming Ventures. In addition, companies such as Tiger Global, Gaorong Capital, and Dachen Capital are also among the company's shareholders. With substantial capital support, Dingdong Maicai tripled its number of pre-positioned warehouses to 345 in just seven months.</p><p>According to reports, in February 2020, amid the COVID-19 pandemic, Dingdong Maicai processed approximately 300,000 orders daily in Shanghai, and the company's total revenue that year reached approximately US$1.7 billion. As of January 2021, Dingdong Maicai's business covered nearly 30 cities across the country, with approximately 1,000 pre-positioned warehouses and a monthly user base of approximately 6.9 million.</p><p>In this field, Dingdong Maicai's main competitors include Alibaba's Hema, Meituan Maicai, Missfresh, and JD.com.</p><p><b>Financial Performance</b></p><p>Dingdong Maicai's recent financial performance can be roughly summarized as follows: revenue is growing rapidly, but it seems to have peaked; Operating losses and net losses continued to widen, and the net loss rate fluctuated. The cash burn is considerable, but free cash flow remains negative.</p><p>Specifically, Dingdong Maicai's revenue reached RMB 11.336 billion in 2020, a surge of 192.16% compared to RMB 3.88 billion in 2019. In the first quarter of 2021, the company's revenue was RMB 3.802 billion, a year-on-year increase of 46.01%.</p><p>In 2020, Dingdong Maicai suffered an operating loss of RMB 3.162 billion, an increase of 78.42% compared to RMB 1.741 billion in 2019. In the first quarter of 2021, the company suffered an operating loss of RMB 1.334 billion, an increase of 352.20% year-on-year.</p><p>In 2020, Dingdong Maicai suffered a net loss of RMB 3.175 billion, an increase of 69.51% compared to RMB 1.873 billion in 2019. In the first quarter of 2021, the company suffered a net loss of RMB 1.385 billion, an increase of 465.31% year-on-year.</p><p>In 2020, Dingdong Maicai's net loss ratio was 28.0%, a significant decrease from 48.3% in 2019. However, in the first quarter of 2021, the net loss ratio surged from 9.4% in the same period of the previous year to 36.4%.</p><p>As of March 31, 2021, Dingdong Maicai had total liabilities of US$898 million and held cash and equivalents of US$973 million. For the twelve months ended March 31, 2021, the company's free cash flow was -$155 million.</p><p><b>Analysis and Commentary</b></p><p>According to its established strategy, Dingdong Maicai's profits mainly come from the sale of fresh food and other goods through the app. However, they are far from achieving profitability and do not have a clear roadmap. As a result, the pre-warehouse model adopted by Dingdong Maicai and other competitors has been questioned by market observers from time to time.</p><p>To date, Dingdong Maicai has failed to achieve profitability, and judging from its financial data, its losses are even widening, with no clear profit prospects in sight.</p><p>While the market in which Dingdong Maicai operates theoretically has a bright future, the fierce competition and low profit margins are well-known. For example, according to reports, Dingdong Maicai's order execution costs, including delivery fees, packaging fees, and logistics costs, were twice the net revenue of the orders themselves in 2020.</p><p>This means that no matter how much the company's order volume increases, it will not be enough for Dingdong Maicai to turn a profit in the short term, because the fact is that the more orders there are, the greater the loss. In fact, the pre-positioned warehouse model itself is a \"money-swallowing beast,\" and controlling the speed at which this model burns cash is already a serious challenge facing the company.</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>Dingdong Maicai officially listed on the New York Stock Exchange, opening up 21% on its first day.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nDingdong Maicai officially listed on the New York Stock Exchange, opening up 21% on its first day.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-06-30 01:56</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 30, Beijing time, Dingdong Maicai officially listed on the New York Stock Exchange, rising 21% on its first day. The previously announced IPO price was $23.50 per ADS.</p><p><img src=\"https://static.tigerbbs.com/8019015b6d73a8f99bab4121482e7be7\" tg-width=\"827\" tg-height=\"595\" referrerpolicy=\"no-referrer\"></p><p><b>The issuance size was reduced by 70% before the IPO.</b></p><p>On the eve of its IPO, Dingdong Maicai urgently updated its IPO prospectus. According to the latest prospectus, Dingdong Maicai has lowered its IPO financing target in the United States to about a quarter of its original target, seeking to raise a maximum of $94.4 million, a 74% decrease from the original plan of $357 million. The number of depositary shares (ADSs) issued has also been cut from 14 million to 3.7 million, with a price range of $23.50 to $25.50.</p><p>A week ago, Dingdong Maicai's first updated prospectus showed that it would publicly offer 14 million American Depositary Shares, which could raise nearly $360 million based on the upper limit of the offering price range. In contrast, the most recently announced fundraising scale has been reduced to a quarter of the previous amount, which is an overall reduction of more than 70%.</p><p><b>About Dingdong Maicai</b></p><p>Dingdong Maicai is headquartered in Shanghai and operates its own grocery shopping app, where consumers can purchase on-demand fresh food through a \"pre-positioned warehouse\" network. The so-called pre-positioned warehouses are warehouses located near residential areas according to a predetermined strategy to ensure that Dingdong Maicai can deliver goods to your door within 30 minutes as promised. Their services now cover a range of major cities, including Shanghai, Beijing, Shenzhen, and Hangzhou.</p><p>Dingdong Maicai was founded in 2017. Its founder and CEO, Liang Changlin, had several successful entrepreneurial experiences before, so it quickly attracted the support of a series of venture capital firms, including Sequoia China and Qiming Ventures. In addition, companies such as Tiger Global, Gaorong Capital, and Dachen Capital are also among the company's shareholders. With substantial capital support, Dingdong Maicai tripled its number of pre-positioned warehouses to 345 in just seven months.</p><p>According to reports, in February 2020, amid the COVID-19 pandemic, Dingdong Maicai processed approximately 300,000 orders daily in Shanghai, and the company's total revenue that year reached approximately US$1.7 billion. As of January 2021, Dingdong Maicai's business covered nearly 30 cities across the country, with approximately 1,000 pre-positioned warehouses and a monthly user base of approximately 6.9 million.</p><p>In this field, Dingdong Maicai's main competitors include Alibaba's Hema, Meituan Maicai, Missfresh, and JD.com.</p><p><b>Financial Performance</b></p><p>Dingdong Maicai's recent financial performance can be roughly summarized as follows: revenue is growing rapidly, but it seems to have peaked; Operating losses and net losses continued to widen, and the net loss rate fluctuated. The cash burn is considerable, but free cash flow remains negative.</p><p>Specifically, Dingdong Maicai's revenue reached RMB 11.336 billion in 2020, a surge of 192.16% compared to RMB 3.88 billion in 2019. In the first quarter of 2021, the company's revenue was RMB 3.802 billion, a year-on-year increase of 46.01%.</p><p>In 2020, Dingdong Maicai suffered an operating loss of RMB 3.162 billion, an increase of 78.42% compared to RMB 1.741 billion in 2019. In the first quarter of 2021, the company suffered an operating loss of RMB 1.334 billion, an increase of 352.20% year-on-year.</p><p>In 2020, Dingdong Maicai suffered a net loss of RMB 3.175 billion, an increase of 69.51% compared to RMB 1.873 billion in 2019. In the first quarter of 2021, the company suffered a net loss of RMB 1.385 billion, an increase of 465.31% year-on-year.</p><p>In 2020, Dingdong Maicai's net loss ratio was 28.0%, a significant decrease from 48.3% in 2019. However, in the first quarter of 2021, the net loss ratio surged from 9.4% in the same period of the previous year to 36.4%.</p><p>As of March 31, 2021, Dingdong Maicai had total liabilities of US$898 million and held cash and equivalents of US$973 million. For the twelve months ended March 31, 2021, the company's free cash flow was -$155 million.</p><p><b>Analysis and Commentary</b></p><p>According to its established strategy, Dingdong Maicai's profits mainly come from the sale of fresh food and other goods through the app. However, they are far from achieving profitability and do not have a clear roadmap. As a result, the pre-warehouse model adopted by Dingdong Maicai and other competitors has been questioned by market observers from time to time.</p><p>To date, Dingdong Maicai has failed to achieve profitability, and judging from its financial data, its losses are even widening, with no clear profit prospects in sight.</p><p>While the market in which Dingdong Maicai operates theoretically has a bright future, the fierce competition and low profit margins are well-known. For example, according to reports, Dingdong Maicai's order execution costs, including delivery fees, packaging fees, and logistics costs, were twice the net revenue of the orders themselves in 2020.</p><p>This means that no matter how much the company's order volume increases, it will not be enough for Dingdong Maicai to turn a profit in the short term, because the fact is that the more orders there are, the greater the loss. In fact, the pre-positioned warehouse model itself is a \"money-swallowing beast,\" and controlling the speed at which this model burns cash is already a serious challenge facing the company.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8bdbf77f2a44d0a051afa32e60a46fbf","relate_stocks":{"DDL":"叮咚买菜"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106873810","content_text":"北京时间6月30日，叮咚买菜正式登陆纽交所，首日开涨21%，此前给出的IPO发行价为每份ADS 23.50美元。\n\n上市前夕发行规模缩减7成\n叮咚买菜在上市前夜紧急更新了IPO招股书，据最新招股书显示，叮咚买菜将在美国上市融资的目标降低到了原来的四分之一左右，即寻求至多融资9440万美元，比原计划融资的3.57亿美元下降了74%，存托股票(ADS) 发行数量也从1400万股砍到了370万股，价格区间为23.50美元至25.50美元。\n一周前，叮咚买菜首次更新的招股书显示其将公开发行1400万股美国存托股票，彼时按照发行价区间上限计算可筹资达到近3.6亿美元。对比之下，最近一次宣布的募资规模缩减至此前额度的四分之一，即总体缩减幅度超70%。\n关于叮咚买菜\n叮咚买菜总部位于上海，运营着自己的买菜app，消费者可以通过“前置仓”网络购买按需生鲜食品。所谓前置仓，是按照既定策略配置在接近居民区的仓库，确保叮咚买菜能够按照承诺，在三十分钟内送货上门。他们的服务目前已经覆盖了上海、北京、深圳和杭州等一系列主要城市。\n叮咚买菜诞生于2017年，创始人兼首席执行官梁昌霖之前就有多次成功创业的经历，因此很快就吸引了一系列风投资本的支持，包括红杉中国、启明创投等，此外诸如老虎环球、高榕资本、达晨财智等也都在公司股东之列。在雄厚的资本支持下，叮咚买菜只用了七个月时间，就让其前置仓数量增长了三倍，达到了345处。\n据报道，2020年2月，在新冠病毒疫情大爆发的背景下，叮咚买菜在上海每天都要执行大约30万笔订单，公司当年的总营收也达到了大约17亿美元。截至2021年1月，叮咚买菜的业务已经覆盖全国近三十个城市，拥有大约一千家前置仓，每月用户群达到大约690万。\n在这个领域当中，叮咚买菜主要的竞争对手包括阿里巴巴旗下盒马、美团买菜、每日优鲜和京东到家等。\n财务表现\n叮咚买菜近期的财务表现可以大致概括如下：营收高速增长，但疑似已经见顶；运营亏损和净亏损持续扩大，净亏损率起伏不定；烧钱可观，自由现金流依然为负数。\n具体而言，2020年当中，叮咚买菜营收达到113.36亿元人民币，较之2019年的38.80亿元猛增192.16%，2021年第一季度，公司营收38.02亿元，同比增长46.01%。\n2020年当中，叮咚买菜运营亏损31.62亿元人民币，较之2019年的17.41亿元扩大78.42%，2021年第一季度，公司运营亏损13.34亿元，同比扩大352.20%。\n2020年当中，叮咚买菜净亏损31.75亿元人民币，较之2019年的18.73亿元扩大69.51%，2021年第一季度，公司净亏损13.85亿元，同比扩大465.31%。\n2020年当中，叮咚买菜净亏损率28.0%，较之2019年的48.3%大幅降低，但是2021年第一季度，净亏损率又从前一年同期的9.4%猛增到了36.4%。\n截至2021年3月31日，叮咚买菜总负债8.98亿美元，持有现金及等价物9.73亿美元。截至2021年3月31日的十二个月当中，公司自由现金流-1.55亿美元。\n分析评论\n按照既定策略，叮咚买菜的利润主要是来自于通过app完成的生鲜食品和其他各种商品的销售，只是目前，他们还远没有到实现盈利的地步，也看不到清晰的路线图，以至于叮咚买菜和其他竞争对手所采用的前置仓模式本身，都不时受到市场观察家们的质疑。\n迄今为止，叮咚买菜都未能实现盈利，而且从财务数据看，他们的亏损甚至还有扩大的势头，根本看不到明确的盈利前景。\n叮咚买菜所在的市场虽然理论上说来前途远大，但是这里的竞争之激烈和利润率之低也是人尽皆知。比如据报道，叮咚买菜的订单执行成本包括配送费、包装费、物流成本等在内，在2020年内要两倍于订单本身的净营收。\n这也就意味着，不管公司的订单数量如何增长，都不足以让叮咚买菜在短期之内扭亏为盈，因为事实就是，订单越多，亏损越大。事实上，前置仓模式本身就是一头“吞金兽”，要控制这种模式的烧钱速度，已经是摆在公司面前的严峻挑战。","news_type":1,"symbols_score_info":{"DDL":0.9}},"isVote":1,"tweetType":1,"viewCount":5024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}