kk14 personal page - To The Moon

kk14

kk14

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2023-10-31

Q

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2023-10-28

Q E

@JC888:Nvidia & others cont'd to fall or rise? Read & decide.

2023-10-27

Er

@Optionspuppy:By UOB and it’s fund manager ‌$UNITED SG DYNAMIC INCOME FUND "A"

2023-10-26

T

@MaverickWealthBuilder:Is Google Cloud's Miss A Dip To Buy?

2023-03-13

q

@贝多财经:大洋世家衝刺上市：計劃募資16億元，魯偉鼎爲實際控制人

2022-04-05

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E","listText":"Q E","text":"Q E","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/235175040421888","repostId":"235013678841920","repostType":1,"repost":{"id":235013678841920,"gmtCreate":1698399224514,"gmtModify":1698400825310,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"title":"Nvidia & others cont'd to fall or rise? Read & decide.","htmlText":"On Fri, 7 Oct 2022 the US government imposed sweeping new curbs designed to curtail China’s access to technology critical to the manufacturing and operations of its military power. (see below) The action applies new export controls to restrict: China’s access to advanced computing chips. Its ability to develop and maintain super computers &amp; manufacture semiconductors. The move cuts at critical technological components for multiple economic sectors, but most acutely targets the manufacturing of advanced weapons systems. For a moment, calm was “restored” as chip makers studied the rules governing the ban and found a way to work around it. This was achieved by retaining the processing power but reduced the processing / comms speed. All that changed when Huawei launched its latest mobile p","listText":"On Fri, 7 Oct 2022 the US government imposed sweeping new curbs designed to curtail China’s access to technology critical to the manufacturing and operations of its military power. (see below) The action applies new export controls to restrict: China’s access to advanced computing chips. Its ability to develop and maintain super computers &amp; manufacture semiconductors. The move cuts at critical technological components for multiple economic sectors, but most acutely targets the manufacturing of advanced weapons systems. For a moment, calm was “restored” as chip makers studied the rules governing the ban and found a way to work around it. This was achieved by retaining the processing power but reduced the processing / comms speed. All that changed when Huawei launched its latest mobile p","text":"On Fri, 7 Oct 2022 the US government imposed sweeping new curbs designed to curtail China’s access to technology critical to the manufacturing and operations of its military power. (see below) The action applies new export controls to restrict: China’s access to advanced computing chips. Its ability to develop and maintain super computers & manufacture semiconductors. The move cuts at critical technological components for multiple economic sectors, but most acutely targets the manufacturing of advanced weapons systems. For a moment, calm was “restored” as chip makers studied the rules governing the ban and found a way to work around it. This was achieved by retaining the processing power but reduced the processing / comms speed. 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The Sub-Fund aims to achieve its objective through a diversified portfolio of permissible investments focusing in Singapore which may include equities, equity-related securities, real estate investment trusts, debt securities, collective investment schemes managed by the Managers of uob , other local or offshore collective investment schemes, and exchange-traded fund . it's good since now reits index already almost bottomed at 1000 from 1500&nbsp; Returns Beating inflation&nbsp; &nbsp;From reits It uses unique AI intelligence and an analyst process so the team can dynamically allocate across the mix of asset classe","listText":"<a href=\"https://ttm.financial/S/SGXZ24219693.SGD\">$UNITED SG DYNAMIC INCOME FUND \"A\" (SGD) INC(SGXZ24219693.SGD)$&nbsp;</a> Investment Strategy now S-reits index BottomEd&nbsp; The Sub-Fund aims to achieve its objective through a diversified portfolio of permissible investments focusing in Singapore which may include equities, equity-related securities, real estate investment trusts, debt securities, collective investment schemes managed by the Managers of uob , other local or offshore collective investment schemes, and exchange-traded fund . it's good since now reits index already almost bottomed at 1000 from 1500&nbsp; Returns Beating inflation&nbsp; &nbsp;From reits It uses unique AI intelligence and an analyst process so the team can dynamically allocate across the mix of asset classe","text":"$UNITED SG DYNAMIC INCOME FUND \"A\" (SGD) INC(SGXZ24219693.SGD)$ Investment Strategy now S-reits index BottomEd The Sub-Fund aims to achieve its objective through a diversified portfolio of permissible investments focusing in Singapore which may include equities, equity-related securities, real estate investment trusts, debt securities, collective investment schemes managed by the Managers of uob , other local or offshore collective investment schemes, and exchange-traded fund . it's good since now reits index already almost bottomed at 1000 from 1500 Returns Beating inflation From reits It uses unique AI intelligence and an analyst process so the team can dynamically allocate across the mix of asset classe","images":[{"img":"https://community-static.tradeup.com/news/446c0ec5a2c5ab0cd86434096f637486","width":"1159","height":"676"},{"img":"https://community-static.tradeup.com/news/e8fd5d88d73e10b9245699a1b54f3f3b","width":"1242","height":"706"},{"img":"https://community-static.tradeup.com/news/4983382ffa903f69055f1ef6a2af6712","width":"1242","height":"2397"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234985094266912","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":234335444779256,"gmtCreate":1698251208228,"gmtModify":1698251287459,"author":{"id":"4096521277869650","authorId":"4096521277869650","name":"kk14","avatar":"https://static.tigerbbs.com/4b165b71f08fd60cef55143f7bc29fc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096521277869650","authorIdStr":"4096521277869650"},"themes":[],"htmlText":"T","listText":"T","text":"T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234335444779256","repostId":"234260472889392","repostType":1,"repost":{"id":234260472889392,"gmtCreate":1698218700242,"gmtModify":1698218847239,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"Is Google Cloud's Miss A Dip To Buy?","htmlText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> and <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> released their financial reports simultaneously, once again directly comparing their performance. Unlike in Q2, this time Microsoft saw a significant increase led by its cloud business, while Google experienced a 5% drop due to its cloud business falling short of expectations despite advertising exceeding expectations. However, we believe that the market's interpretation of Google is overly pessimistic.Summary1. Expectations for Google's advertising business were already factored in before the Q3 financial report, making up for the overly pessimistic expectations in the first half of the year. Despite high","listText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> and <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> released their financial reports simultaneously, once again directly comparing their performance. Unlike in Q2, this time Microsoft saw a significant increase led by its cloud business, while Google experienced a 5% drop due to its cloud business falling short of expectations despite advertising exceeding expectations. However, we believe that the market's interpretation of Google is overly pessimistic.Summary1. Expectations for Google's advertising business were already factored in before the Q3 financial report, making up for the overly pessimistic expectations in the first half of the year. Despite high","text":"$Alphabet(GOOG)$ $Alphabet(GOOGL)$ and $Microsoft(MSFT)$ released their financial reports simultaneously, once again directly comparing their performance. Unlike in Q2, this time Microsoft saw a significant increase led by its cloud business, while Google experienced a 5% drop due to its cloud business falling short of expectations despite advertising exceeding expectations. However, we believe that the market's interpretation of Google is overly pessimistic.Summary1. Expectations for Google's advertising business were already factored in before the Q3 financial report, making up for the overly pessimistic expectations in the first half of the year. Despite 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17:53","market":"us","language":"zh","title":"创意驱动增长，Adobe护城河够深吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1170849063","media":"华尔街大事件","summary":"概要：由于竞争格局紧张，Adobe的护城河正在缩小。Adobe股票最近一直处于抛售压力之下。该股已从699美元的历史高点下跌33%。管理层疲软的增长前景是投资者的主要担忧。这种疲软的前景可能归因于其创","content":"<html><head></head><body><p><b>概要：</b>由于竞争格局紧张，<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>的护城河正在缩小。</p><p>Adobe股票最近一直处于抛售压力之下。该股已从699美元的历史高点下跌33%。管理层疲软的增长前景是投资者的主要担忧。这种疲软的前景可能归因于其创意工具面临的竞争日益激烈。</p><p>Adobe仍然拥有强大的竞争优势，因为它的Creative Cloud订阅捆绑包包含20多个应用程序。Adobe的下一阶段增长可能由两个关键领域推动：</p><ul><li><p>Creative Cloud Express 产品可帮助非专业人士成为平面设计师。</p></li><li><p>Substance 3D，Aero产品，帮助企业为元宇宙做好准备。</p></li></ul><p>然而，对于Adobe来说，下一阶段的增长可能具有挑战性。由于竞争激烈，消费者有许多平等的选择，Adobe的护城河似乎正在缩小。</p><p>Adobe在撰写本文时的价格似乎相当合理，为460美元。为了从这些水平获得意外的上升空间，投资者将寻求每年超过13%的收入增长，高于Adobe管理层对2022财年的指导（179亿美元）。</p><p><img src=\"https://static.tigerbbs.com/12333c290e58892390064ffbce3834c6\" tg-width=\"554\" tg-height=\"223\" referrerpolicy=\"no-referrer\"/></p><p>Adobe Creative Cloud 系列应用程序 （adobe.com）</p><p><b>01</b></p><p><b>Adobe的护城河：</b></p><p><b>创意设计产品组合</b></p><p>Adobe 有三个业务部门：1） 数字媒体（Creative Cloud 和 Document Cloud），2） 数字体验业务部门（Adobe <a href=\"https://laohu8.com/S/EXP.AU\">Experience</a> Cloud）和 3） Publishing and Advertising（旧版产品）。Adobe的增长战略关注：1）数字媒体和2）数字体验业务部门。</p><p><img src=\"https://static.tigerbbs.com/d8a684237ec8e97d630f05a5e7601a94\" tg-width=\"554\" tg-height=\"202\" referrerpolicy=\"no-referrer\"/></p><p>Adobe的增长战略（adobe.com）</p><p>在这些业务部门中，Adobe在三个关键功能方面都面临着激烈的竞争：1）可比较的产品功能，2）更便宜的价格，以及3）受欢迎程度。Adobe没有一个直接的竞争对手，但有许多分散的竞争对手。</p><p>为了彻底评估Adobe的竞争，我们需要将分析分为五类：1）平面设计，2）视频编辑和动画，3）UI / UX设计，4）PDF，电子签名和文档工作流程，以及5）营销和商业自动化。</p><p><b>1.平面设计：</b></p><p>平面设计有两种类型的客户：1）以设计为生的专业人士，以及2）对海报，youtube缩略图，Instagram帖子，图标等有创意需求的非专业人士。</p><p>对于专业人士来说，Adobe由于其高级功能和互操作性而特别适合。没有其他软件可以与之相提并论，Adobe产品拥有超过80%的图形软件公司的市场份额。</p><p>但是，这些产品并不容易掌握。这就是为什么非专业人士会寻求像Canva这样更简单的工具来满足他们的平面设计需求。Adobe最近为非专业人士推出了等效的Creative Cloud Express产品（以前称为Adobe Spark）。</p><p><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>趋势分析显示，Canva的受欢迎程度甚至高于Adobe的旗舰产品Photoshop和Illustrator。Adobe的Creative Cloud Express是Canva的直接竞争对手，其搜索量非常少。</p><p><img src=\"https://static.tigerbbs.com/3a3b60489838df9c1d7d8690887766cc\" tg-width=\"554\" tg-height=\"247\" referrerpolicy=\"no-referrer\"/></p><p>从功能和定价的角度来看，Adobe Creative Cloud Express在赶上并保持与非专业人士的相关性方面做得很好。谁在非专业人士中做广告最好，以将他们转化为付费客户还有待观察。Canva目前是明显的赢家。</p><p><b>2.视频编辑和动画：</b></p><p>视频编辑和动画工具越来越受欢迎。在创作者经济中，每个人都有一个故事要讲，他们通过美丽的视频来表达。Adobe的Premiere Pro是一款流行的视频编辑工具。Adobe After Effects 用于为视频添加视觉效果。Adobe Premiere Pro的竞争对手（23%的市场份额）是Apple（纳斯达克股票代码：AAPL）的Final Cut Pro（25%的市场份额）。Adobe Premier Pro的受欢迎程度高于Final Cut Pro。</p><p><img src=\"https://static.tigerbbs.com/48ad7f1e91d0846687dbb04b94c5e9b3\" tg-width=\"554\" tg-height=\"248\" referrerpolicy=\"no-referrer\"/></p><p>从功能的角度来看，两者都有其优点和缺点。这两种产品都可能根据他们的需求吸引不同类型的客户。</p><p><b>3.UI/UX 设计：</b></p><p>UI / UX设计工具主要用于应用程序和网站开发原型设计。这让创作者有机会在构建之前测试他们的视觉想法。UI / UX设计领域最受欢迎的工具是Figma和Adobe XD。Figma目前比Adobe XD功能更丰富，更受欢迎。Figma以其协作功能而闻名。</p><p><img src=\"https://static.tigerbbs.com/efc71479c8ce644c37a9977c51026425\" tg-width=\"554\" tg-height=\"250\" referrerpolicy=\"no-referrer\"/></p><p><b>4.PDF、电子签名和文档工作流：</b></p><p>Adobe Sign 是一款电子签名工具，用于协作对文档进行签名。Adobe与DocuSign（纳斯达克股票代码：DOCU）竞争，在市场份额和客户评论方面落后于DocuSign。</p><p><b>5.营销和商业：</b></p><p>Adobe Experience Cloud 是一款可自动执行客户洞察和创建个性化营销旅程的工具。Adobe主要与Hubspot（NYSE：HUBS）和ActiveCampaign竞争，在市场份额和客户评论方面都落后。</p><p>在本文中，我将更多地关注Adobe的Creative Cloud解决方案，因为它贡献了Adobe近60%的收入。</p><p><b>6.Adobe的杰作：The Creative Cloud Bundle</b></p><p>Adobe明智地将其所有产品捆绑在一个订阅计划下。Creative Cloud 捆绑包提供 1） 平面设计、2） 视频编辑和动画、3） UI/UX 设计和 4） PDF、电子签名和工作流程工具等最佳功能，所有这些都在一个价格下提供。这是物超所值的，Adobe真正能够将其所有产品中最好的产品集中在一个屋檐下。</p><p>如果一个人真的想创建内容，但尚未对任何产品产生忠诚度，那么Adobe的Creative Cloud捆绑包似乎是一个明智的选择。如前所述，Adobe没有一个竞争对手，而是许多分散的竞争对手。创建捆绑包是让客户利用 Adobe 提供的多种高质量产品的最佳方式。</p><p><b>02</b></p><p><b>创意驱动销售增长，</b></p><p><b>Adobe估值上下限</b></p><p>Adobe有两项关键举措来取悦现有客户：</p><p>将AI与Adobe Sensei整合到他们所有工具中，以创建令人愉快的体验。例如从原始草图创建图形，更改照片中的微笑，基于AI的搜索（例如：在我的照片中找到埃菲尔铁塔），从白天到晚上改变天空，皮肤平滑，PDF液体阅读模式等等。这些小功能改善了客户体验，并帮助他们更<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>、更快地实现创意目标。</p><p>Adobe 与 Behance 建立了一个社区，允许创作者展示他们的作品、参与和被雇用。Behance还增加了NFT支持，以帮助创作者展示其作品的真实性。</p><p>我的论文指出，如果Adobe股票需要从这里获得有利的上涨空间，Creative Cloud Express，Substance 3D和Aero将不得不表现出色。Adobe Substance 3D 和 Aero 是帮助企业为元宇宙做好准备的工具。他们专注于创建3D场景，纹理，视频或游戏的3D对象以及增强现实体验。</p><p>在2022年3月的2022财年第一季度财报电话会议上，Adobe的管理层提到，Creative Cloud Express和Substance将成为不久的将来的主要增长动力。</p><p>在我后来的牛市案例估值中，我解释了如果Adobe能够实现这一目标，那么该股票的可能性。但是，我认为Adobe的护城河由于竞争格局紧张而正在缩小。下一阶段的增长可能具有挑战性。</p><p>在我们进入Adobe的估值之前，重要的是要提醒自己，销售增长是长期股票表现的关键驱动因素。现金流，倍数当然很重要，但在十年的时间里，销售增长对股票表现的影响最大。</p><p><img src=\"https://static.tigerbbs.com/e8899eaf63ec0048035d2137c3e866fc\" tg-width=\"554\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/></p><p>销售增长是长期股票表现的关键驱动因素（BCG分析，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>研究）</p><p>这就是为什么Adobe恢复其销售增长势头至关重要的原因。我将分析Adobe的三个案例：基本案例（管理指南），牛市案例（下一轮增长）和熊市案例。</p><p>对于 Adobe，我更喜欢使用具有永久增长率的 5 年贴现现金流模型，而不是相对估值。这是因为Adobe拥有持续且不断增长的现金流。我愿意根据我认为世界的发展方向，对未来的增长率做出一些有根据的假设。</p><p><b>1.基本案例：管理指南</b></p><p>假设：</p><p>l2022-26年收入复合年增长率为11%</p><p>l2026年自由现金流利润率：46%</p><p>l永久增长：3%</p><p>l折扣率：8%</p><p>内在价值：$426</p><p><img src=\"https://static.tigerbbs.com/8ca2495481db9459220551a6bf9e0afe\" tg-width=\"554\" tg-height=\"161\" referrerpolicy=\"no-referrer\"/></p><p>基本案例假设论文：</p><p>Adobe的Creative Cloud业务部门（Photoshop，Illustrator，Premiere Pro，Creative Cloud Express等）面临着一项艰巨的任务，即说服新创作者选择Adobe产品而不是竞争对手。</p><p>Figma、Canva和其他免费工具等竞争对手使Adobe难以吸引新客户。我相信Adobe将继续与现有的创作者一起茁壮成长，这些创作者多年来一直对Adobe的产品建立了忠诚度，并已成为这些产品的专家。</p><p>但是，如果我是一个新的创作者，我有很多选择，有些是免费的。没有令人信服的理由为什么我必须选择Adobe。作为股东，我对此感到有些紧张。虽然Adobe的品牌名称和产品确实有很强的护城河，但我当然觉得由于竞争格局紧张，它的护城河正在缩小。</p><p>Adobe的Document Cloud和Experience Cloud业务部门也面临着类似的挑战。例如，PDF的创建者Adobe应该在DocuSign之前就已经看到了电子签名市场。但他们没有利用他们明显的可选性，现在落后于DocuSign和追赶。</p><p>考虑到这些挑战，我认为11%的复合年增长率是一个合理的假设，考虑到管理层在2022财年从2021财年的157.8亿美元指导了约179亿美元的收入，从而实现了13%的同比增长。</p><p>Adobe可以证明我的基本情况是错误的，通过Adobe Substance，Aero，Creative Cloud Express或新的收购等新的增长途径。但除非另有证明，否则给出高于11%的复合年增长率将意味着假设管理层也没有预料到的事情。我相信Adobe的基本情况是最有可能的，Adobe的估值接近公允，在撰写本文时，股票交易价格为460美元。</p><p><img src=\"https://static.tigerbbs.com/5ffacb4bfac7404051b8f90242197307\" tg-width=\"554\" tg-height=\"220\" referrerpolicy=\"no-referrer\"/></p><p>Adobe FY2022 指南（adobe.com）</p><p><b>2.牛市案例：下一轮增长</b></p><p>假设：</p><p>l20-2022年收入复合年增长率为26%</p><p>l2026年自由现金流利润率：49%</p><p>l永久增长：4%</p><p>l折扣率：8%</p><p>内在价值：$719</p><p><img src=\"https://static.tigerbbs.com/1f245aa339fe3ee8fb0ad246594f0b88\" tg-width=\"554\" tg-height=\"157\" referrerpolicy=\"no-referrer\"/></p><p>牛市案例假设论文：</p><p>为了实现牛市，Adobe将不得不通过Adobe Substance，Aero和Creative Cloud Express展示下一轮增长。由于几个原因，我觉得这将是具有挑战性的。</p><p>首先，对于3D软件，Adobe Substance Painter和Substance Designer是后期进入者，并且有许多现有者和竞争对手，例如Autodesk（纳斯达克股票代码：ADSK），Maya，Mari，Houdini，Blender，Cinema 4D等。</p><p>Blender的受欢迎程度高于大多数其他产品。虽然Adobe Substance 3D与其他产品相比具有先进的纹理绘画功能，但它不是一个整体的3D产品。它需要与其他3D软件一起使用，用于电影制作或类似的内容创建。</p><p>我有根据的猜测告诉我，3D市场在纹理绘画方面占有一席之地，对于Adobe的下一阶段增长来说还不够大。</p><p>其次，增强现实（AR）工具Adobe Aero目前仅在iOS上可用，并在Mac和Windows上的桌面上进行了公开测试。</p><p>从其评论来看，Aero似乎是一款入门级AR工具，适用于原型设计和乐趣，而不是真正的用例。Aero 在 2022 年 2 月的全球下载量仅为 9，000 次。增强现实确实有明确的用例。它可以帮助品牌更好地销售他们的产品，但Aero的功能太有限，无法帮助品牌做到这一点。</p><p>Adobe再次成为市场的后期进入者。有这么多的AR开发产品可用，没有令人信服的理由选择Adobe而不是竞争对手。</p><p>最后，Creative Cloud Express 是一个易于非专业人士使用的平面设计工具。Canva很早就看到了这个市场，并以其简单性，高效的定价和良好的品牌形象很好地抓住了它。</p><p>在我看来，Adobe在这里犯了一个根本性的错误，将其产品从&#34;Adobe Spark&#34;重命名为&#34;Adobe Creative Cloud Express&#34;。要让每个人都使用产品，它必须听起来简单而吸引人。</p><p>Canva的发展非常迅速，并开始成为新的非专业创作者家喻户晓的名字。Adobe应该比其他任何人都更早地看到这种趋势。</p><p>由于上述所有原因，Adobe的牛市案例将具有挑战性。在这里，我假设从2022-26年开始收入复合年增长率为20%，而Adobe预计2022财年的收入增长为13%。就个人而言，我更喜欢在公司的指导下或进行估值。因此，我的基本情况是一个更安全的视图。</p><p><b>3.熊市案例：低于管理层预期</b></p><p>假设：</p><p>5-2022年收入复合年增长率为26%</p><p>2026年自由现金流利润率：40%</p><p>永久增长：3%</p><p>折扣率：8%</p><p>内在价值：$299</p><p><img src=\"https://static.tigerbbs.com/6ef6d99a53629bf154e2c7a38361fd36\" tg-width=\"554\" tg-height=\"159\" referrerpolicy=\"no-referrer\"/></p><p>熊案例假设论文：</p><p>如果发生熊市，这意味着Adobe开始将其现有的忠实客户群输给Figma和Canva等竞争对手。我觉得Adobe拥有非常强大的品牌，他们将继续创新以跟上竞争。因此，Adobe不太可能开始失去已经订阅和忠诚的客户。</p><p>估值摘要：</p><p>我给Adobe一个&#34;保留&#34;评级，因为我相信426美元的基本情况是最可能的。</p><p>Adobe必须证明它可以增长到高于其2022财年13%收入增长的指导。未来几个季度要注意的事项：</p><p>整体收入增长：2022财年有望超过13%。</p><p>管理层发言中为2022财年以后的未来增长前景提供的线索。</p><p>管理层对 Creative Cloud Express的评论。</p><p>管理层关于Substance 3D，Aero收入增长的评论。</p><p>Adobe为扩展其TAM而进行的任何新收购。</p><p><b>03</b></p><p><b>结语</b></p><p>Adobe的关注重点是Creative Cloud业务，因为它占Adobe收入的近60%。Document Cloud和Experience Cloud等其他Adobe业务继续表现良好，但面临着具有挑战性的竞争。</p><p>Adobe面临的主要困境是：它的创新是由竞争对手或收购推动的，他们似乎大部分时间都在追赶。Adobe的护城河正在萎缩，竞争格局紧张。但该品牌保持强劲，一旦他们重新获得增长势头，将继续蓬勃发展。</p><p>三种估值都只能作为参考，不能成为决定策略的理由。Adobe的未来增长很可能取决于Creative Cloud业务的发展。</p></body></html>","source":"lsy1643368503284","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>创意驱动增长，Adobe护城河够深吗？</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n创意驱动增长，Adobe护城河够深吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-05 17:53 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/KvO9gRrSRUMwjUyXz3vUJA><strong>华尔街大事件</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>概要：由于竞争格局紧张，Adobe的护城河正在缩小。Adobe股票最近一直处于抛售压力之下。该股已从699美元的历史高点下跌33%。管理层疲软的增长前景是投资者的主要担忧。这种疲软的前景可能归因于其创意工具面临的竞争日益激烈。Adobe仍然拥有强大的竞争优势，因为它的Creative Cloud订阅捆绑包包含20多个应用程序。Adobe的下一阶段增长可能由两个关键领域推动：Creative ...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/KvO9gRrSRUMwjUyXz3vUJA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fc1840d50c2d5d02a0c9695aef804e90","relate_stocks":{"BK4023":"应用软件","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4554":"元宇宙及AR概念","BK4566":"资本集团","ADBE":"Adobe","BK4567":"ESG概念","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","BK4528":"SaaS概念"},"source_url":"https://mp.weixin.qq.com/s/KvO9gRrSRUMwjUyXz3vUJA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170849063","content_text":"概要：由于竞争格局紧张，Adobe的护城河正在缩小。Adobe股票最近一直处于抛售压力之下。该股已从699美元的历史高点下跌33%。管理层疲软的增长前景是投资者的主要担忧。这种疲软的前景可能归因于其创意工具面临的竞争日益激烈。Adobe仍然拥有强大的竞争优势，因为它的Creative Cloud订阅捆绑包包含20多个应用程序。Adobe的下一阶段增长可能由两个关键领域推动：Creative Cloud Express 产品可帮助非专业人士成为平面设计师。Substance 3D，Aero产品，帮助企业为元宇宙做好准备。然而，对于Adobe来说，下一阶段的增长可能具有挑战性。由于竞争激烈，消费者有许多平等的选择，Adobe的护城河似乎正在缩小。Adobe在撰写本文时的价格似乎相当合理，为460美元。为了从这些水平获得意外的上升空间，投资者将寻求每年超过13%的收入增长，高于Adobe管理层对2022财年的指导（179亿美元）。Adobe Creative Cloud 系列应用程序 （adobe.com）01Adobe的护城河：创意设计产品组合Adobe 有三个业务部门：1） 数字媒体（Creative Cloud 和 Document Cloud），2） 数字体验业务部门（Adobe Experience Cloud）和 3） Publishing and Advertising（旧版产品）。Adobe的增长战略关注：1）数字媒体和2）数字体验业务部门。Adobe的增长战略（adobe.com）在这些业务部门中，Adobe在三个关键功能方面都面临着激烈的竞争：1）可比较的产品功能，2）更便宜的价格，以及3）受欢迎程度。Adobe没有一个直接的竞争对手，但有许多分散的竞争对手。为了彻底评估Adobe的竞争，我们需要将分析分为五类：1）平面设计，2）视频编辑和动画，3）UI / UX设计，4）PDF，电子签名和文档工作流程，以及5）营销和商业自动化。1.平面设计：平面设计有两种类型的客户：1）以设计为生的专业人士，以及2）对海报，youtube缩略图，Instagram帖子，图标等有创意需求的非专业人士。对于专业人士来说，Adobe由于其高级功能和互操作性而特别适合。没有其他软件可以与之相提并论，Adobe产品拥有超过80%的图形软件公司的市场份额。但是，这些产品并不容易掌握。这就是为什么非专业人士会寻求像Canva这样更简单的工具来满足他们的平面设计需求。Adobe最近为非专业人士推出了等效的Creative Cloud Express产品（以前称为Adobe Spark）。谷歌趋势分析显示，Canva的受欢迎程度甚至高于Adobe的旗舰产品Photoshop和Illustrator。Adobe的Creative Cloud Express是Canva的直接竞争对手，其搜索量非常少。从功能和定价的角度来看，Adobe Creative Cloud Express在赶上并保持与非专业人士的相关性方面做得很好。谁在非专业人士中做广告最好，以将他们转化为付费客户还有待观察。Canva目前是明显的赢家。2.视频编辑和动画：视频编辑和动画工具越来越受欢迎。在创作者经济中，每个人都有一个故事要讲，他们通过美丽的视频来表达。Adobe的Premiere Pro是一款流行的视频编辑工具。Adobe After Effects 用于为视频添加视觉效果。Adobe Premiere Pro的竞争对手（23%的市场份额）是Apple（纳斯达克股票代码：AAPL）的Final Cut Pro（25%的市场份额）。Adobe Premier Pro的受欢迎程度高于Final Cut Pro。从功能的角度来看，两者都有其优点和缺点。这两种产品都可能根据他们的需求吸引不同类型的客户。3.UI/UX 设计：UI / UX设计工具主要用于应用程序和网站开发原型设计。这让创作者有机会在构建之前测试他们的视觉想法。UI / UX设计领域最受欢迎的工具是Figma和Adobe XD。Figma目前比Adobe XD功能更丰富，更受欢迎。Figma以其协作功能而闻名。4.PDF、电子签名和文档工作流：Adobe Sign 是一款电子签名工具，用于协作对文档进行签名。Adobe与DocuSign（纳斯达克股票代码：DOCU）竞争，在市场份额和客户评论方面落后于DocuSign。5.营销和商业：Adobe Experience Cloud 是一款可自动执行客户洞察和创建个性化营销旅程的工具。Adobe主要与Hubspot（NYSE：HUBS）和ActiveCampaign竞争，在市场份额和客户评论方面都落后。在本文中，我将更多地关注Adobe的Creative Cloud解决方案，因为它贡献了Adobe近60%的收入。6.Adobe的杰作：The Creative Cloud BundleAdobe明智地将其所有产品捆绑在一个订阅计划下。Creative Cloud 捆绑包提供 1） 平面设计、2） 视频编辑和动画、3） UI/UX 设计和 4） PDF、电子签名和工作流程工具等最佳功能，所有这些都在一个价格下提供。这是物超所值的，Adobe真正能够将其所有产品中最好的产品集中在一个屋檐下。如果一个人真的想创建内容，但尚未对任何产品产生忠诚度，那么Adobe的Creative Cloud捆绑包似乎是一个明智的选择。如前所述，Adobe没有一个竞争对手，而是许多分散的竞争对手。创建捆绑包是让客户利用 Adobe 提供的多种高质量产品的最佳方式。02创意驱动销售增长，Adobe估值上下限Adobe有两项关键举措来取悦现有客户：将AI与Adobe Sensei整合到他们所有工具中，以创建令人愉快的体验。例如从原始草图创建图形，更改照片中的微笑，基于AI的搜索（例如：在我的照片中找到埃菲尔铁塔），从白天到晚上改变天空，皮肤平滑，PDF液体阅读模式等等。这些小功能改善了客户体验，并帮助他们更智能、更快地实现创意目标。Adobe 与 Behance 建立了一个社区，允许创作者展示他们的作品、参与和被雇用。Behance还增加了NFT支持，以帮助创作者展示其作品的真实性。我的论文指出，如果Adobe股票需要从这里获得有利的上涨空间，Creative Cloud Express，Substance 3D和Aero将不得不表现出色。Adobe Substance 3D 和 Aero 是帮助企业为元宇宙做好准备的工具。他们专注于创建3D场景，纹理，视频或游戏的3D对象以及增强现实体验。在2022年3月的2022财年第一季度财报电话会议上，Adobe的管理层提到，Creative Cloud Express和Substance将成为不久的将来的主要增长动力。在我后来的牛市案例估值中，我解释了如果Adobe能够实现这一目标，那么该股票的可能性。但是，我认为Adobe的护城河由于竞争格局紧张而正在缩小。下一阶段的增长可能具有挑战性。在我们进入Adobe的估值之前，重要的是要提醒自己，销售增长是长期股票表现的关键驱动因素。现金流，倍数当然很重要，但在十年的时间里，销售增长对股票表现的影响最大。销售增长是长期股票表现的关键驱动因素（BCG分析，摩根士丹利研究）这就是为什么Adobe恢复其销售增长势头至关重要的原因。我将分析Adobe的三个案例：基本案例（管理指南），牛市案例（下一轮增长）和熊市案例。对于 Adobe，我更喜欢使用具有永久增长率的 5 年贴现现金流模型，而不是相对估值。这是因为Adobe拥有持续且不断增长的现金流。我愿意根据我认为世界的发展方向，对未来的增长率做出一些有根据的假设。1.基本案例：管理指南假设：l2022-26年收入复合年增长率为11%l2026年自由现金流利润率：46%l永久增长：3%l折扣率：8%内在价值：$426基本案例假设论文：Adobe的Creative Cloud业务部门（Photoshop，Illustrator，Premiere Pro，Creative Cloud Express等）面临着一项艰巨的任务，即说服新创作者选择Adobe产品而不是竞争对手。Figma、Canva和其他免费工具等竞争对手使Adobe难以吸引新客户。我相信Adobe将继续与现有的创作者一起茁壮成长，这些创作者多年来一直对Adobe的产品建立了忠诚度，并已成为这些产品的专家。但是，如果我是一个新的创作者，我有很多选择，有些是免费的。没有令人信服的理由为什么我必须选择Adobe。作为股东，我对此感到有些紧张。虽然Adobe的品牌名称和产品确实有很强的护城河，但我当然觉得由于竞争格局紧张，它的护城河正在缩小。Adobe的Document Cloud和Experience Cloud业务部门也面临着类似的挑战。例如，PDF的创建者Adobe应该在DocuSign之前就已经看到了电子签名市场。但他们没有利用他们明显的可选性，现在落后于DocuSign和追赶。考虑到这些挑战，我认为11%的复合年增长率是一个合理的假设，考虑到管理层在2022财年从2021财年的157.8亿美元指导了约179亿美元的收入，从而实现了13%的同比增长。Adobe可以证明我的基本情况是错误的，通过Adobe Substance，Aero，Creative Cloud Express或新的收购等新的增长途径。但除非另有证明，否则给出高于11%的复合年增长率将意味着假设管理层也没有预料到的事情。我相信Adobe的基本情况是最有可能的，Adobe的估值接近公允，在撰写本文时，股票交易价格为460美元。Adobe FY2022 指南（adobe.com）2.牛市案例：下一轮增长假设：l20-2022年收入复合年增长率为26%l2026年自由现金流利润率：49%l永久增长：4%l折扣率：8%内在价值：$719牛市案例假设论文：为了实现牛市，Adobe将不得不通过Adobe Substance，Aero和Creative Cloud Express展示下一轮增长。由于几个原因，我觉得这将是具有挑战性的。首先，对于3D软件，Adobe Substance Painter和Substance Designer是后期进入者，并且有许多现有者和竞争对手，例如Autodesk（纳斯达克股票代码：ADSK），Maya，Mari，Houdini，Blender，Cinema 4D等。Blender的受欢迎程度高于大多数其他产品。虽然Adobe Substance 3D与其他产品相比具有先进的纹理绘画功能，但它不是一个整体的3D产品。它需要与其他3D软件一起使用，用于电影制作或类似的内容创建。我有根据的猜测告诉我，3D市场在纹理绘画方面占有一席之地，对于Adobe的下一阶段增长来说还不够大。其次，增强现实（AR）工具Adobe Aero目前仅在iOS上可用，并在Mac和Windows上的桌面上进行了公开测试。从其评论来看，Aero似乎是一款入门级AR工具，适用于原型设计和乐趣，而不是真正的用例。Aero 在 2022 年 2 月的全球下载量仅为 9，000 次。增强现实确实有明确的用例。它可以帮助品牌更好地销售他们的产品，但Aero的功能太有限，无法帮助品牌做到这一点。Adobe再次成为市场的后期进入者。有这么多的AR开发产品可用，没有令人信服的理由选择Adobe而不是竞争对手。最后，Creative Cloud Express 是一个易于非专业人士使用的平面设计工具。Canva很早就看到了这个市场，并以其简单性，高效的定价和良好的品牌形象很好地抓住了它。在我看来，Adobe在这里犯了一个根本性的错误，将其产品从\"Adobe Spark\"重命名为\"Adobe Creative Cloud Express\"。要让每个人都使用产品，它必须听起来简单而吸引人。Canva的发展非常迅速，并开始成为新的非专业创作者家喻户晓的名字。Adobe应该比其他任何人都更早地看到这种趋势。由于上述所有原因，Adobe的牛市案例将具有挑战性。在这里，我假设从2022-26年开始收入复合年增长率为20%，而Adobe预计2022财年的收入增长为13%。就个人而言，我更喜欢在公司的指导下或进行估值。因此，我的基本情况是一个更安全的视图。3.熊市案例：低于管理层预期假设：5-2022年收入复合年增长率为26%2026年自由现金流利润率：40%永久增长：3%折扣率：8%内在价值：$299熊案例假设论文：如果发生熊市，这意味着Adobe开始将其现有的忠实客户群输给Figma和Canva等竞争对手。我觉得Adobe拥有非常强大的品牌，他们将继续创新以跟上竞争。因此，Adobe不太可能开始失去已经订阅和忠诚的客户。估值摘要：我给Adobe一个\"保留\"评级，因为我相信426美元的基本情况是最可能的。Adobe必须证明它可以增长到高于其2022财年13%收入增长的指导。未来几个季度要注意的事项：整体收入增长：2022财年有望超过13%。管理层发言中为2022财年以后的未来增长前景提供的线索。管理层对 Creative Cloud Express的评论。管理层关于Substance 3D，Aero收入增长的评论。Adobe为扩展其TAM而进行的任何新收购。03结语Adobe的关注重点是Creative Cloud业务，因为它占Adobe收入的近60%。Document Cloud和Experience Cloud等其他Adobe业务继续表现良好，但面临着具有挑战性的竞争。Adobe面临的主要困境是：它的创新是由竞争对手或收购推动的，他们似乎大部分时间都在追赶。Adobe的护城河正在萎缩，竞争格局紧张。但该品牌保持强劲，一旦他们重新获得增长势头，将继续蓬勃发展。三种估值都只能作为参考，不能成为决定策略的理由。Adobe的未来增长很可能取决于Creative Cloud业务的发展。","news_type":1},"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236426253521000,"gmtCreate":1698756805953,"gmtModify":1698756809611,"author":{"id":"4096521277869650","authorId":"4096521277869650","name":"kk14","avatar":"https://static.tigerbbs.com/4b165b71f08fd60cef55143f7bc29fc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096521277869650","authorIdStr":"4096521277869650"},"themes":[],"htmlText":"Q","listText":"Q","text":"Q","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236426253521000","repostId":"1103309091","repostType":4,"repost":{"id":"1103309091","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":1698753981,"share":"https://ttm.financial/m/news/1103309091?lang=&edition=fundamental","pubTime":"2023-10-31 20:06","market":"us","language":"zh","title":"盘前 | 连曝利空特斯拉续跌超1%，一科技股大涨16%","url":"https://stock-news.laohu8.com/highlight/detail?id=1103309091","media":"老虎资讯综合","summary":"美股三大指数期货在盘前时段集体上涨。","content":"<html><head></head><body><p>10月31日周二，美股三大指数期货在盘前时段集体上涨。美国联邦公开市场委员会(FOMC)定于今晚召开为期两天的议息会议，预计将维持联邦基金目标利率在5.25% - 5.5%的当前水平不变。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5808ca9ce4a13f4c591af2f133ab6457\" title=\"\" tg-width=\"875\" tg-height=\"306\"/></p><h3 id=\"id_1377664035\">个股盘前走势</h3><p>特斯拉续跌超1%，昨日大跌近5%。本月，特斯拉股价已经累跌超21%。消息面上，特斯拉的供应商松下在第三季度大幅削减了电池产量，并将利润前景的下滑归咎于特斯拉需求的低迷。此外，安森美行政总裁周一表示，第4季财季展望不及预期，主要是受到北美某家汽车OEM厂商影响，市场有投资者怀疑安森美所指是特斯拉。</p><p><strong>另外还有消息称，刚和三大车厂达成劳资协议，美国最大汽车业工会全美汽车联合会(UAW)就在计划，在本次劳资协议合同到期时的2028年，再组织全行业大罢工，而且，特斯拉可能将是下次罢工的目标。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc1b8a08a673f67761f195352ced8980\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p>被称为“海外版小红书”的Pinterest大涨近16%。Pinterest第三季度营收7.632亿美元，同比增11%，高于市场预期的7.441亿美元；调整后每股收益0.28美元，分析师预期0.20美元；月活用户数4.82亿，市场预期4.7346亿。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bda9510eba75926de767bcfe21aef34d\" title=\"\" tg-width=\"450\" tg-height=\"130\"/></p><p>苹果跌0.6%。今日举行特别活动，发布了M3、M3 Pro和M3 Max芯片。</p><p>英国石油跌近4%。公司第三季度经调整后净利润为32.9亿美元，低于预期的40.5亿美元。英国石油宣布，将回购15亿美元股票。</p><p>捷蓝航空跌超8%。第三季度调整后每股亏损0.39美元，市场预期每股亏损0.28美元，公司下调了全年收入预期。</p><p>卡特彼勒跌近5%。第三季度调整后每股收益5.52美元，上年同期3.95美元，预估4.77美元。</p><p>WeWork涨2.71%。公司在宽限期后与债券持有人达成了一项为期七天的展期协议，以支付其到期债券的利息。</p><p>辉瑞跌0.49%。公司第三季度营收132.3亿美元，同比下降42%；第三季度调整后每股亏损0.17美元，上年同期每股純益1.78美元。</p><p>热门中概股盘前走低。阿里巴巴跌1.21%，拼多多跌1.64%，京东跌1.27%，理想汽车跌1.71%，小鹏汽车跌0.74%，蔚来跌1.6%，哔哩哔哩跌2.02%，百度跌1.01%，爱奇艺跌0.83%。</p><h3 id=\"id_1052657966\">大宗商品</h3><p>国际油价窄幅震荡。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7675a1e704958c3fca85bb8abacfefc\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>国际金价短线拉升。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1620a2c93e88c6931b6e52058d1c23b7\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前 | 连曝利空特斯拉续跌超1%，一科技股大涨16%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n盘前 | 连曝利空特斯拉续跌超1%，一科技股大涨16%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-10-31 20:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月31日周二，美股三大指数期货在盘前时段集体上涨。美国联邦公开市场委员会(FOMC)定于今晚召开为期两天的议息会议，预计将维持联邦基金目标利率在5.25% - 5.5%的当前水平不变。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5808ca9ce4a13f4c591af2f133ab6457\" title=\"\" tg-width=\"875\" tg-height=\"306\"/></p><h3 id=\"id_1377664035\">个股盘前走势</h3><p>特斯拉续跌超1%，昨日大跌近5%。本月，特斯拉股价已经累跌超21%。消息面上，特斯拉的供应商松下在第三季度大幅削减了电池产量，并将利润前景的下滑归咎于特斯拉需求的低迷。此外，安森美行政总裁周一表示，第4季财季展望不及预期，主要是受到北美某家汽车OEM厂商影响，市场有投资者怀疑安森美所指是特斯拉。</p><p><strong>另外还有消息称，刚和三大车厂达成劳资协议，美国最大汽车业工会全美汽车联合会(UAW)就在计划，在本次劳资协议合同到期时的2028年，再组织全行业大罢工，而且，特斯拉可能将是下次罢工的目标。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc1b8a08a673f67761f195352ced8980\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p>被称为“海外版小红书”的Pinterest大涨近16%。Pinterest第三季度营收7.632亿美元，同比增11%，高于市场预期的7.441亿美元；调整后每股收益0.28美元，分析师预期0.20美元；月活用户数4.82亿，市场预期4.7346亿。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bda9510eba75926de767bcfe21aef34d\" title=\"\" tg-width=\"450\" tg-height=\"130\"/></p><p>苹果跌0.6%。今日举行特别活动，发布了M3、M3 Pro和M3 Max芯片。</p><p>英国石油跌近4%。公司第三季度经调整后净利润为32.9亿美元，低于预期的40.5亿美元。英国石油宣布，将回购15亿美元股票。</p><p>捷蓝航空跌超8%。第三季度调整后每股亏损0.39美元，市场预期每股亏损0.28美元，公司下调了全年收入预期。</p><p>卡特彼勒跌近5%。第三季度调整后每股收益5.52美元，上年同期3.95美元，预估4.77美元。</p><p>WeWork涨2.71%。公司在宽限期后与债券持有人达成了一项为期七天的展期协议，以支付其到期债券的利息。</p><p>辉瑞跌0.49%。公司第三季度营收132.3亿美元，同比下降42%；第三季度调整后每股亏损0.17美元，上年同期每股純益1.78美元。</p><p>热门中概股盘前走低。阿里巴巴跌1.21%，拼多多跌1.64%，京东跌1.27%，理想汽车跌1.71%，小鹏汽车跌0.74%，蔚来跌1.6%，哔哩哔哩跌2.02%，百度跌1.01%，爱奇艺跌0.83%。</p><h3 id=\"id_1052657966\">大宗商品</h3><p>国际油价窄幅震荡。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7675a1e704958c3fca85bb8abacfefc\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>国际金价短线拉升。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1620a2c93e88c6931b6e52058d1c23b7\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103309091","content_text":"10月31日周二，美股三大指数期货在盘前时段集体上涨。美国联邦公开市场委员会(FOMC)定于今晚召开为期两天的议息会议，预计将维持联邦基金目标利率在5.25% - 5.5%的当前水平不变。个股盘前走势特斯拉续跌超1%，昨日大跌近5%。本月，特斯拉股价已经累跌超21%。消息面上，特斯拉的供应商松下在第三季度大幅削减了电池产量，并将利润前景的下滑归咎于特斯拉需求的低迷。此外，安森美行政总裁周一表示，第4季财季展望不及预期，主要是受到北美某家汽车OEM厂商影响，市场有投资者怀疑安森美所指是特斯拉。另外还有消息称，刚和三大车厂达成劳资协议，美国最大汽车业工会全美汽车联合会(UAW)就在计划，在本次劳资协议合同到期时的2028年，再组织全行业大罢工，而且，特斯拉可能将是下次罢工的目标。被称为“海外版小红书”的Pinterest大涨近16%。Pinterest第三季度营收7.632亿美元，同比增11%，高于市场预期的7.441亿美元；调整后每股收益0.28美元，分析师预期0.20美元；月活用户数4.82亿，市场预期4.7346亿。苹果跌0.6%。今日举行特别活动，发布了M3、M3 Pro和M3 Max芯片。英国石油跌近4%。公司第三季度经调整后净利润为32.9亿美元，低于预期的40.5亿美元。英国石油宣布，将回购15亿美元股票。捷蓝航空跌超8%。第三季度调整后每股亏损0.39美元，市场预期每股亏损0.28美元，公司下调了全年收入预期。卡特彼勒跌近5%。第三季度调整后每股收益5.52美元，上年同期3.95美元，预估4.77美元。WeWork涨2.71%。公司在宽限期后与债券持有人达成了一项为期七天的展期协议，以支付其到期债券的利息。辉瑞跌0.49%。公司第三季度营收132.3亿美元，同比下降42%；第三季度调整后每股亏损0.17美元，上年同期每股純益1.78美元。热门中概股盘前走低。阿里巴巴跌1.21%，拼多多跌1.64%，京东跌1.27%，理想汽车跌1.71%，小鹏汽车跌0.74%，蔚来跌1.6%，哔哩哔哩跌2.02%，百度跌1.01%，爱奇艺跌0.83%。大宗商品国际油价窄幅震荡。国际金价短线拉升。","news_type":1},"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":235175040421888,"gmtCreate":1698448574930,"gmtModify":1698448578733,"author":{"id":"4096521277869650","authorId":"4096521277869650","name":"kk14","avatar":"https://static.tigerbbs.com/4b165b71f08fd60cef55143f7bc29fc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096521277869650","authorIdStr":"4096521277869650"},"themes":[],"htmlText":"Q E","listText":"Q E","text":"Q E","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/235175040421888","repostId":"235013678841920","repostType":1,"repost":{"id":235013678841920,"gmtCreate":1698399224514,"gmtModify":1698400825310,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"title":"Nvidia & others cont'd to fall or rise? Read & decide.","htmlText":"On Fri, 7 Oct 2022 the US government imposed sweeping new curbs designed to curtail China’s access to technology critical to the manufacturing and operations of its military power. (see below) The action applies new export controls to restrict: China’s access to advanced computing chips. Its ability to develop and maintain super computers &amp; manufacture semiconductors. The move cuts at critical technological components for multiple economic sectors, but most acutely targets the manufacturing of advanced weapons systems. For a moment, calm was “restored” as chip makers studied the rules governing the ban and found a way to work around it. This was achieved by retaining the processing power but reduced the processing / comms speed. All that changed when Huawei launched its latest mobile p","listText":"On Fri, 7 Oct 2022 the US government imposed sweeping new curbs designed to curtail China’s access to technology critical to the manufacturing and operations of its military power. (see below) The action applies new export controls to restrict: China’s access to advanced computing chips. Its ability to develop and maintain super computers &amp; manufacture semiconductors. The move cuts at critical technological components for multiple economic sectors, but most acutely targets the manufacturing of advanced weapons systems. For a moment, calm was “restored” as chip makers studied the rules governing the ban and found a way to work around it. This was achieved by retaining the processing power but reduced the processing / comms speed. All that changed when Huawei launched its latest mobile p","text":"On Fri, 7 Oct 2022 the US government imposed sweeping new curbs designed to curtail China’s access to technology critical to the manufacturing and operations of its military power. (see below) The action applies new export controls to restrict: China’s access to advanced computing chips. Its ability to develop and maintain super computers & manufacture semiconductors. The move cuts at critical technological components for multiple economic sectors, but most acutely targets the manufacturing of advanced weapons systems. For a moment, calm was “restored” as chip makers studied the rules governing the ban and found a way to work around it. This was achieved by retaining the processing power but reduced the processing / comms speed. All that changed when Huawei launched its latest mobile p","images":[{"img":"https://community-static.tradeup.com/news/2a3013cf1185799d88933fab1032414e","width":"599","height":"172"},{"img":"https://community-static.tradeup.com/news/3a26873aa32cc28b6a7f8cc3bb13ae6b","width":"467","height":"138"},{"img":"https://community-static.tradeup.com/news/b71ec73d1387b64a52a2f4ef8e830d80","width":"1124","height":"18"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/235013678841920","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":15,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":235001454809208,"gmtCreate":1698396242496,"gmtModify":1698400538500,"author":{"id":"4096521277869650","authorId":"4096521277869650","name":"kk14","avatar":"https://static.tigerbbs.com/4b165b71f08fd60cef55143f7bc29fc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096521277869650","authorIdStr":"4096521277869650"},"themes":[],"htmlText":"Er","listText":"Er","text":"Er","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/235001454809208","repostId":"234985094266912","repostType":1,"repost":{"id":234985094266912,"gmtCreate":1698390905945,"gmtModify":1698650376212,"author":{"id":"4089501973615070","authorId":"4089501973615070","name":"Optionspuppy","avatar":"https://static.tigerbbs.com/caf34258aff8afe478620b82647f1199","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4089501973615070","authorIdStr":"4089501973615070"},"themes":[],"title":"By UOB and it’s fund manager ‌$UNITED SG DYNAMIC INCOME FUND \"A\" ","htmlText":"<a href=\"https://ttm.financial/S/SGXZ24219693.SGD\">$UNITED SG DYNAMIC INCOME FUND \"A\" (SGD) INC(SGXZ24219693.SGD)$&nbsp;</a> Investment Strategy now S-reits index BottomEd&nbsp; The Sub-Fund aims to achieve its objective through a diversified portfolio of permissible investments focusing in Singapore which may include equities, equity-related securities, real estate investment trusts, debt securities, collective investment schemes managed by the Managers of uob , other local or offshore collective investment schemes, and exchange-traded fund . it's good since now reits index already almost bottomed at 1000 from 1500&nbsp; Returns Beating inflation&nbsp; &nbsp;From reits It uses unique AI intelligence and an analyst process so the team can dynamically allocate across the mix of asset classe","listText":"<a href=\"https://ttm.financial/S/SGXZ24219693.SGD\">$UNITED SG DYNAMIC INCOME FUND \"A\" (SGD) INC(SGXZ24219693.SGD)$&nbsp;</a> Investment Strategy now S-reits index BottomEd&nbsp; The Sub-Fund aims to achieve its objective through a diversified portfolio of permissible investments focusing in Singapore which may include equities, equity-related securities, real estate investment trusts, debt securities, collective investment schemes managed by the Managers of uob , other local or offshore collective investment schemes, and exchange-traded fund . it's good since now reits index already almost bottomed at 1000 from 1500&nbsp; Returns Beating inflation&nbsp; &nbsp;From reits It uses unique AI intelligence and an analyst process so the team can dynamically allocate across the mix of asset classe","text":"$UNITED SG DYNAMIC INCOME FUND \"A\" (SGD) INC(SGXZ24219693.SGD)$ Investment Strategy now S-reits index BottomEd The Sub-Fund aims to achieve its objective through a diversified portfolio of permissible investments focusing in Singapore which may include equities, equity-related securities, real estate investment trusts, debt securities, collective investment schemes managed by the Managers of uob , other local or offshore collective investment schemes, and exchange-traded fund . it's good since now reits index already almost bottomed at 1000 from 1500 Returns Beating inflation From reits It uses unique AI intelligence and an analyst process so the team can dynamically allocate across the mix of asset classe","images":[{"img":"https://community-static.tradeup.com/news/446c0ec5a2c5ab0cd86434096f637486","width":"1159","height":"676"},{"img":"https://community-static.tradeup.com/news/e8fd5d88d73e10b9245699a1b54f3f3b","width":"1242","height":"706"},{"img":"https://community-static.tradeup.com/news/4983382ffa903f69055f1ef6a2af6712","width":"1242","height":"2397"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234985094266912","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":234335444779256,"gmtCreate":1698251208228,"gmtModify":1698251287459,"author":{"id":"4096521277869650","authorId":"4096521277869650","name":"kk14","avatar":"https://static.tigerbbs.com/4b165b71f08fd60cef55143f7bc29fc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096521277869650","authorIdStr":"4096521277869650"},"themes":[],"htmlText":"T","listText":"T","text":"T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234335444779256","repostId":"234260472889392","repostType":1,"repost":{"id":234260472889392,"gmtCreate":1698218700242,"gmtModify":1698218847239,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"Is Google Cloud's Miss A Dip To Buy?","htmlText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> and <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> released their financial reports simultaneously, once again directly comparing their performance. Unlike in Q2, this time Microsoft saw a significant increase led by its cloud business, while Google experienced a 5% drop due to its cloud business falling short of expectations despite advertising exceeding expectations. However, we believe that the market's interpretation of Google is overly pessimistic.Summary1. Expectations for Google's advertising business were already factored in before the Q3 financial report, making up for the overly pessimistic expectations in the first half of the year. Despite high","listText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> and <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> released their financial reports simultaneously, once again directly comparing their performance. Unlike in Q2, this time Microsoft saw a significant increase led by its cloud business, while Google experienced a 5% drop due to its cloud business falling short of expectations despite advertising exceeding expectations. However, we believe that the market's interpretation of Google is overly pessimistic.Summary1. Expectations for Google's advertising business were already factored in before the Q3 financial report, making up for the overly pessimistic expectations in the first half of the year. Despite high","text":"$Alphabet(GOOG)$ $Alphabet(GOOGL)$ and $Microsoft(MSFT)$ released their financial reports simultaneously, once again directly comparing their performance. Unlike in Q2, this time Microsoft saw a significant increase led by its cloud business, while Google experienced a 5% drop due to its cloud business falling short of expectations despite advertising exceeding expectations. However, we believe that the market's interpretation of Google is overly pessimistic.Summary1. Expectations for Google's advertising business were already factored in before the Q3 financial report, making up for the overly pessimistic expectations in the first half of the year. Despite high","images":[{"img":"https://static.tigerbbs.com/84cedf2bf9500ff820fd21e932835bd1","width":"1765","height":"729"},{"img":"https://static.tigerbbs.com/6dfcb2fa25820ec7838ec6cf54824f48","width":"827","height":"471"},{"img":"https://static.tigerbbs.com/c7178aafbab8f744ecf08151276ead6f","width":"836","height":"440"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234260472889392","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949298458,"gmtCreate":1678672687674,"gmtModify":1678673079849,"author":{"id":"4096521277869650","authorId":"4096521277869650","name":"kk14","avatar":"https://static.tigerbbs.com/4b165b71f08fd60cef55143f7bc29fc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096521277869650","authorIdStr":"4096521277869650"},"themes":[],"htmlText":"q","listText":"q","text":"q","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949298458","repostId":"627474750","repostType":1,"repost":{"id":627474750,"gmtCreate":1678671612772,"gmtModify":1678671612772,"author":{"id":"3537495099315769","authorId":"3537495099315769","name":"贝多财经","avatar":"https://static.tigerbbs.com/877a3c5d8839f64e4a3fd9d269db942e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537495099315769","authorIdStr":"3537495099315769"},"themes":[],"title":"大洋世家衝刺上市：計劃募資16億元，魯偉鼎爲實際控制人","htmlText":"近日，大洋世家（浙江）股份公司（下稱“大洋世家”）遞交招股書，準備在上海證券交易所主板上市。本次衝刺上市，大洋世家計劃募資16.00億元，財通證券爲其保薦機構。據招股書介紹，大洋世家是全球優質海洋食品的綜合供應商，主要從事海洋食品的生產與銷售和遠洋捕撈業務，產品和服務主要包括金槍魚和魷魚等遠洋捕撈產品、金槍魚和蝦類等水產加工食品、蝦蟹貝和冰鮮魚等冷凍冰鮮水產品以及餐飲服務。天眼查信息顯示，大洋世家成立於2009年12月，位於浙江省舟山市，前稱爲浙江大洋世家股份有限公司。目前，該公司的註冊資本爲2.7億元，法定代表人爲沈志軍，股東包括萬向三農集團、大洋世家股權投資（浙江自貿區）合夥企業（有限合夥）等。大洋世家在招股書中表示，該公司海洋食品原料主要來源於遠洋捕撈和全球化採購。據介紹，該公司擁有三大遠洋捕撈船隊，其中超低溫金槍魚延繩釣船22艘，金槍魚韋網船7組，魷魚釣船11艘。大洋世家在招股書中稱，該公司正在積極推進大洋優品產業園的建設，構建先進的金槍魚、魷魚、蝦等水產品、海洋生物製品、健康食品生產線及配套的大型自動化冷庫、產品研發中心等設施，通過資源整合與科技創新,推動海洋食品產業向高檔次、高附加值方向轉變。招股書顯示，大洋世家的遠洋捕撈業務主要按計劃生產，其中超低溫金槍魚延繩釣船隊和金槍魚韋網船隊主要在太平洋和印度洋海域作業,魷魚釣船主要在阿根廷專屬經濟區內作業。此外，大洋世家採取委託加工方式，緩解凍煮金槍魚肉等產品產能不足的情況。據招股書介紹，大洋世家的海洋食品生產業務按客戶訂單組織生產，建立了“以銷定產”的生產模式。大洋世家在招股書中表示，海洋食品生產對生產週期的要求較高，根據下游客戶的需求安排採購、生產，有利於保證產量的質量，減少產品庫存，提高經營效率。2019年、2020年、2021年和2022年上半年，大洋世家的營收分別爲31.58億元、32.80億元、39.39億","listText":"近日，大洋世家（浙江）股份公司（下稱“大洋世家”）遞交招股書，準備在上海證券交易所主板上市。本次衝刺上市，大洋世家計劃募資16.00億元，財通證券爲其保薦機構。據招股書介紹，大洋世家是全球優質海洋食品的綜合供應商，主要從事海洋食品的生產與銷售和遠洋捕撈業務，產品和服務主要包括金槍魚和魷魚等遠洋捕撈產品、金槍魚和蝦類等水產加工食品、蝦蟹貝和冰鮮魚等冷凍冰鮮水產品以及餐飲服務。天眼查信息顯示，大洋世家成立於2009年12月，位於浙江省舟山市，前稱爲浙江大洋世家股份有限公司。目前，該公司的註冊資本爲2.7億元，法定代表人爲沈志軍，股東包括萬向三農集團、大洋世家股權投資（浙江自貿區）合夥企業（有限合夥）等。大洋世家在招股書中表示，該公司海洋食品原料主要來源於遠洋捕撈和全球化採購。據介紹，該公司擁有三大遠洋捕撈船隊，其中超低溫金槍魚延繩釣船22艘，金槍魚韋網船7組，魷魚釣船11艘。大洋世家在招股書中稱，該公司正在積極推進大洋優品產業園的建設，構建先進的金槍魚、魷魚、蝦等水產品、海洋生物製品、健康食品生產線及配套的大型自動化冷庫、產品研發中心等設施，通過資源整合與科技創新,推動海洋食品產業向高檔次、高附加值方向轉變。招股書顯示，大洋世家的遠洋捕撈業務主要按計劃生產，其中超低溫金槍魚延繩釣船隊和金槍魚韋網船隊主要在太平洋和印度洋海域作業,魷魚釣船主要在阿根廷專屬經濟區內作業。此外，大洋世家採取委託加工方式，緩解凍煮金槍魚肉等產品產能不足的情況。據招股書介紹，大洋世家的海洋食品生產業務按客戶訂單組織生產，建立了“以銷定產”的生產模式。大洋世家在招股書中表示，海洋食品生產對生產週期的要求較高，根據下游客戶的需求安排採購、生產，有利於保證產量的質量，減少產品庫存，提高經營效率。2019年、2020年、2021年和2022年上半年，大洋世家的營收分別爲31.58億元、32.80億元、39.39億","text":"近日，大洋世家（浙江）股份公司（下稱“大洋世家”）遞交招股書，準備在上海證券交易所主板上市。本次衝刺上市，大洋世家計劃募資16.00億元，財通證券爲其保薦機構。據招股書介紹，大洋世家是全球優質海洋食品的綜合供應商，主要從事海洋食品的生產與銷售和遠洋捕撈業務，產品和服務主要包括金槍魚和魷魚等遠洋捕撈產品、金槍魚和蝦類等水產加工食品、蝦蟹貝和冰鮮魚等冷凍冰鮮水產品以及餐飲服務。天眼查信息顯示，大洋世家成立於2009年12月，位於浙江省舟山市，前稱爲浙江大洋世家股份有限公司。目前，該公司的註冊資本爲2.7億元，法定代表人爲沈志軍，股東包括萬向三農集團、大洋世家股權投資（浙江自貿區）合夥企業（有限合夥）等。大洋世家在招股書中表示，該公司海洋食品原料主要來源於遠洋捕撈和全球化採購。據介紹，該公司擁有三大遠洋捕撈船隊，其中超低溫金槍魚延繩釣船22艘，金槍魚韋網船7組，魷魚釣船11艘。大洋世家在招股書中稱，該公司正在積極推進大洋優品產業園的建設，構建先進的金槍魚、魷魚、蝦等水產品、海洋生物製品、健康食品生產線及配套的大型自動化冷庫、產品研發中心等設施，通過資源整合與科技創新,推動海洋食品產業向高檔次、高附加值方向轉變。招股書顯示，大洋世家的遠洋捕撈業務主要按計劃生產，其中超低溫金槍魚延繩釣船隊和金槍魚韋網船隊主要在太平洋和印度洋海域作業,魷魚釣船主要在阿根廷專屬經濟區內作業。此外，大洋世家採取委託加工方式，緩解凍煮金槍魚肉等產品產能不足的情況。據招股書介紹，大洋世家的海洋食品生產業務按客戶訂單組織生產，建立了“以銷定產”的生產模式。大洋世家在招股書中表示，海洋食品生產對生產週期的要求較高，根據下游客戶的需求安排採購、生產，有利於保證產量的質量，減少產品庫存，提高經營效率。2019年、2020年、2021年和2022年上半年，大洋世家的營收分別爲31.58億元、32.80億元、39.39億","images":[{"img":"https://static.tigerbbs.com/c06c809ca4fabb64c782f36fd7cdb0f8","width":"3844","height":"1353"},{"img":"https://static.tigerbbs.com/6aa5bad36ee5d6a5ba200e9f54f2a01d","width":"1112","height":"374"},{"img":"https://static.tigerbbs.com/1911b434b07ce4b88850723b8f84bf4e","width":"1208","height":"1004"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/627474750","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}