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Miningreceh
2023-04-11
$XAU/USD(XAUUSD.FOREX)$
Miningreceh
2023-04-10
$Tesla Motors(TSLA)$
good
Miningreceh
2023-04-07
Zzzzzz
Miningreceh
2023-03-15
Good
Miningreceh
2023-03-11
Great ariticle, would you like to share it?
@TigerEvents:[Tiger Friday] Describe the stock market in one word
Miningreceh
2023-03-08
$Tesla Motors(TSLA)$
Miningreceh
2023-03-08
$Alibaba(BABA)$
Miningreceh
2023-03-08
Good
@Long_Equity:Compounders often look expensive, but history demonstrates they are often actually undervalued
Miningreceh
2023-03-08
God
@MaverickWealthBuilder:What is the Target Price of Sea Limitied after this surprising Q4 Earning?
Miningreceh
2023-03-02
Great ariticle, would you like to share it?
@MaverickWealthBuilder:Baidu & iQiyi: Ads boost Q4, but more opportunities carry on
Miningreceh
2023-03-02
$DJIA(.DJI)$
BullishBullishBullishBullishgood
Miningreceh
2023-03-02
$Grab Holdings(GRAB)$
Miningreceh
2023-03-01
$Tesla Motors(TSLA)$
Miningreceh
2023-03-01
Good
Sorry, the original content has been removed
Miningreceh
2023-02-28
graet
@江瀚视野:盒馬同店銷售雙位數增長,新零售盈利時代要來了
Go to Tiger App to see more news
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href=\"https://ttm.financial/S/XAUUSD.FOREX\">$XAU/USD(XAUUSD.FOREX)$ </a>","listText":"<a href=\"https://ttm.financial/S/XAUUSD.FOREX\">$XAU/USD(XAUUSD.FOREX)$ </a>","text":"$XAU/USD(XAUUSD.FOREX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942688914","isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946758146,"gmtCreate":1681060052885,"gmtModify":1681060057402,"author":{"id":"4140687422157972","authorId":"4140687422157972","name":"Miningreceh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140687422157972","authorIdStr":"4140687422157972"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a>good","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a>good","text":"$Tesla Motors(TSLA)$ good","images":[{"img":"https://community-static.tradeup.com/news/11254e27278c2d5334209181748047de","width":"720","height":"1391"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946758146","isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9946010929,"gmtCreate":1680805109361,"gmtModify":1680805114809,"author":{"id":"4140687422157972","authorId":"4140687422157972","name":"Miningreceh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140687422157972","authorIdStr":"4140687422157972"},"themes":[],"htmlText":"Zzzzzz","listText":"Zzzzzz","text":"Zzzzzz","images":[{"img":"https://community-static.tradeup.com/news/6e7b59842638c95669c0a8f83e07ef81","width":"720","height":"1455"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946010929","isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9949414494,"gmtCreate":1678815998119,"gmtModify":1678816002004,"author":{"id":"4140687422157972","authorId":"4140687422157972","name":"Miningreceh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140687422157972","authorIdStr":"4140687422157972"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[{"img":"https://community-static.tradeup.com/news/4f3728f16630ad8e91529d63fe3a5180","width":"480","height":"20419"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949414494","isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9949858189,"gmtCreate":1678512596541,"gmtModify":1678512599478,"author":{"id":"4140687422157972","authorId":"4140687422157972","name":"Miningreceh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140687422157972","authorIdStr":"4140687422157972"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949858189","repostId":"9949127924","repostType":1,"repost":{"id":9949127924,"gmtCreate":1678448616069,"gmtModify":1678449903632,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"[Tiger Friday] Describe the stock market in one word","htmlText":"Hi Tigers,Today is Friday, so it's time for Tiger Friday game! 🌴🥥We prepare coins and gifts for you to participate in our game. Can you describe the stock market in one word?Come and join the game, and you will win Tiger Coins💵 , and have a chance to win a Tiger Gift!🎁The stock market had a relatively volatile week. The S&P 500 lost over 1.5% on Tuesday as Fed Chair Jerome Powell told the Senate Banking Committee that the terminal fed funds rate “is likely to be higher than previouslyanticipated.\"Following that, the stock market suffered another sharp decline as Fear overtook Wall Street when SVB Financial Group, a bank that lends mainly to technology companies, had to sell $1.75 billion in stock at a loss to cover rapidly declining customer deposits.Which word would you use to describ","listText":"Hi Tigers,Today is Friday, so it's time for Tiger Friday game! 🌴🥥We prepare coins and gifts for you to participate in our game. Can you describe the stock market in one word?Come and join the game, and you will win Tiger Coins💵 , and have a chance to win a Tiger Gift!🎁The stock market had a relatively volatile week. The S&P 500 lost over 1.5% on Tuesday as Fed Chair Jerome Powell told the Senate Banking Committee that the terminal fed funds rate “is likely to be higher than previouslyanticipated.\"Following that, the stock market suffered another sharp decline as Fear overtook Wall Street when SVB Financial Group, a bank that lends mainly to technology companies, had to sell $1.75 billion in stock at a loss to cover rapidly declining customer deposits.Which word would you use to describ","text":"Hi Tigers,Today is Friday, so it's time for Tiger Friday game! 🌴🥥We prepare coins and gifts for you to participate in our game. Can you describe the stock market in one word?Come and join the game, and you will win Tiger Coins💵 , and have a chance to win a Tiger Gift!🎁The stock market had a relatively volatile week. The S&P 500 lost over 1.5% on Tuesday as Fed Chair Jerome Powell told the Senate Banking Committee that the terminal fed funds rate “is likely to be higher than previouslyanticipated.\"Following that, the stock market suffered another sharp decline as Fear overtook Wall Street when SVB Financial Group, a bank that lends mainly to technology companies, had to sell $1.75 billion in stock at a loss to cover rapidly declining customer deposits.Which word would you use to describ","images":[{"img":"https://community-static.tradeup.com/news/20ad5366104ac1d0bb37dce0265aeec3","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949127924","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949903852,"gmtCreate":1678277863777,"gmtModify":1678277865574,"author":{"id":"4140687422157972","authorId":"4140687422157972","name":"Miningreceh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140687422157972","authorIdStr":"4140687422157972"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a><v-v data-views=\"0\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949903852","isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949909428,"gmtCreate":1678277618165,"gmtModify":1678277621517,"author":{"id":"4140687422157972","authorId":"4140687422157972","name":"Miningreceh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140687422157972","authorIdStr":"4140687422157972"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$ </a>","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$ </a>","text":"$Alibaba(BABA)$","images":[{"img":"https://community-static.tradeup.com/news/ad42c1b1401258791f6723169249ca25","width":"720","height":"1455"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949909428","isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9949909630,"gmtCreate":1678277590121,"gmtModify":1678277591847,"author":{"id":"4140687422157972","authorId":"4140687422157972","name":"Miningreceh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140687422157972","authorIdStr":"4140687422157972"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949909630","repostId":"9952081154","repostType":1,"repost":{"id":9952081154,"gmtCreate":1674261390479,"gmtModify":1676538934065,"author":{"id":"4120987054613802","authorId":"4120987054613802","name":"Long_Equity","avatar":"https://community-static.tradeup.com/news/43412c9581fc7eef840624d0829cb637","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120987054613802","authorIdStr":"4120987054613802"},"themes":[],"title":"Compounders often look expensive, but history demonstrates they are often actually undervalued","htmlText":"The future growth of every company is uncertain. That’s why it’s important to consider:- historic growth- return on capital and capital allocation- margins and pricing power- competitive advantages- potential for more products and entering new marketsCompounders often look expensive, but history demonstrates they are often actually undervalued.This table shows the relationship between growth and multiplesIn short, a PE ratio of 50 requires a 20% earnings growth over 5 years to turn that forward multiple from 50 -> 20.https://twitter.com/long_equity/status/1616366298513932288","listText":"The future growth of every company is uncertain. That’s why it’s important to consider:- historic growth- return on capital and capital allocation- margins and pricing power- competitive advantages- potential for more products and entering new marketsCompounders often look expensive, but history demonstrates they are often actually undervalued.This table shows the relationship between growth and multiplesIn short, a PE ratio of 50 requires a 20% earnings growth over 5 years to turn that forward multiple from 50 -> 20.https://twitter.com/long_equity/status/1616366298513932288","text":"The future growth of every company is uncertain. That’s why it’s important to consider:- historic growth- return on capital and capital allocation- margins and pricing power- competitive advantages- potential for more products and entering new marketsCompounders often look expensive, but history demonstrates they are often actually undervalued.This table shows the relationship between growth and multiplesIn short, a PE ratio of 50 requires a 20% earnings growth over 5 years to turn that forward multiple from 50 -> 20.https://twitter.com/long_equity/status/1616366298513932288","images":[{"img":"https://community-static.tradeup.com/news/47dfbb8acec29fc68d79b51c862331db","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952081154","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949909930,"gmtCreate":1678277567020,"gmtModify":1678277569476,"author":{"id":"4140687422157972","authorId":"4140687422157972","name":"Miningreceh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140687422157972","authorIdStr":"4140687422157972"},"themes":[],"htmlText":"God","listText":"God","text":"God","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949909930","repostId":"9949049353","repostType":1,"repost":{"id":9949049353,"gmtCreate":1678260819472,"gmtModify":1678260903178,"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":"What is the Target Price of Sea Limitied after this surprising Q4 Earning?","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\"></a><a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a> shares jumped more than 22% in intra-day trading after reporting fourth-quarter results, and under the pressure of Powell's hawkish speech.Sea achieved profit ahead of schedule in this financial report (the three major sectors of games, e-commerce and finance each turned losses into profits, and the operating cash flow returned to positive), which is favored by investors in such an risk-off duration.Performance reviewCompany's total revenue US$3.45B, +7% YoY, falling to single digit for the first time since IPO, but still 14% higher than the market consensus US$3.03B.Gross profit US $1.70B, +49% YoY, higher than t","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\"></a><a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a> shares jumped more than 22% in intra-day trading after reporting fourth-quarter results, and under the pressure of Powell's hawkish speech.Sea achieved profit ahead of schedule in this financial report (the three major sectors of games, e-commerce and finance each turned losses into profits, and the operating cash flow returned to positive), which is favored by investors in such an risk-off duration.Performance reviewCompany's total revenue US$3.45B, +7% YoY, falling to single digit for the first time since IPO, but still 14% higher than the market consensus US$3.03B.Gross profit US $1.70B, +49% YoY, higher than t","text":"$Sea Ltd(SE)$ shares jumped more than 22% in intra-day trading after reporting fourth-quarter results, and under the pressure of Powell's hawkish speech.Sea achieved profit ahead of schedule in this financial report (the three major sectors of games, e-commerce and finance each turned losses into profits, and the operating cash flow returned to positive), which is favored by investors in such an risk-off duration.Performance reviewCompany's total revenue US$3.45B, +7% YoY, falling to single digit for the first time since IPO, but still 14% higher than the market consensus US$3.03B.Gross profit US $1.70B, +49% YoY, higher than t","images":[{"img":"https://static.tigerbbs.com/2ffbc2dfd7c17444540d826ade5e8e00","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/7c39e2bc0129feaf0215a696ba881efc","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/5ba7ff052ac490f370d96c0c4bd638ea","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949049353","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940381308,"gmtCreate":1677693571305,"gmtModify":1677693575058,"author":{"id":"4140687422157972","authorId":"4140687422157972","name":"Miningreceh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140687422157972","authorIdStr":"4140687422157972"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940381308","repostId":"9957898710","repostType":1,"repost":{"id":9957898710,"gmtCreate":1677140825030,"gmtModify":1677140839677,"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":"Baidu & iQiyi: Ads boost Q4, but more opportunities carry on","htmlText":"Q4 Performance reviewBaidu 22Q4: Revenue 33.1 billion yuan (YoY+0%) surpass consensus by 3.2%, Baidu's core revenue 25.7 billion yuan (YoY-1%) exceeded consensus by 2.3%; Non-GAAP's EBIT 5.4 billion yuan, surpass consensus by 12%.Iqiyi 22Q4: Revenue of 7.59 billion yuan (YoY+2. 8%) surpass consensus of 75 billion yuan; Member service revenue of 4.7 billion yuan (YoY+15%) and advertising revenue of 1.55 billion yuan (YoY-7%) beat market consensus of 1.39 billion yuan; Non-GAAP EBIT 978 million yuan (Margin 13%) higher than the market consensus of 499 million yuan;Investment HighlightsBaidu and <a href=\"https://ttm.financial/S/IQ\">$iQiyi Inc.(IQ)$</a> Q4 performed better than expected, with the assistance of ads demand rec","listText":"Q4 Performance reviewBaidu 22Q4: Revenue 33.1 billion yuan (YoY+0%) surpass consensus by 3.2%, Baidu's core revenue 25.7 billion yuan (YoY-1%) exceeded consensus by 2.3%; Non-GAAP's EBIT 5.4 billion yuan, surpass consensus by 12%.Iqiyi 22Q4: Revenue of 7.59 billion yuan (YoY+2. 8%) surpass consensus of 75 billion yuan; Member service revenue of 4.7 billion yuan (YoY+15%) and advertising revenue of 1.55 billion yuan (YoY-7%) beat market consensus of 1.39 billion yuan; Non-GAAP EBIT 978 million yuan (Margin 13%) higher than the market consensus of 499 million yuan;Investment HighlightsBaidu and <a href=\"https://ttm.financial/S/IQ\">$iQiyi Inc.(IQ)$</a> Q4 performed better than expected, with the assistance of ads demand rec","text":"Q4 Performance reviewBaidu 22Q4: Revenue 33.1 billion yuan (YoY+0%) surpass consensus by 3.2%, Baidu's core revenue 25.7 billion yuan (YoY-1%) exceeded consensus by 2.3%; Non-GAAP's EBIT 5.4 billion yuan, surpass consensus by 12%.Iqiyi 22Q4: Revenue of 7.59 billion yuan (YoY+2. 8%) surpass consensus of 75 billion yuan; Member service revenue of 4.7 billion yuan (YoY+15%) and advertising revenue of 1.55 billion yuan (YoY-7%) beat market consensus of 1.39 billion yuan; Non-GAAP EBIT 978 million yuan (Margin 13%) higher than the market consensus of 499 million yuan;Investment HighlightsBaidu and $iQiyi Inc.(IQ)$ Q4 performed better than expected, with the assistance of ads demand rec","images":[{"img":"https://static.tigerbbs.com/ffec5d42e51b5f2e91f3eaa28ab88846","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/7760e7038b3187f62290f16b1992ab4d","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/7892e96255b596d7ccd80e3cac6f2cb3","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957898710","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940383988,"gmtCreate":1677692613044,"gmtModify":1677692615767,"author":{"id":"4140687422157972","authorId":"4140687422157972","name":"Miningreceh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140687422157972","authorIdStr":"4140687422157972"},"themes":[],"htmlText":"<a 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Motors(TSLA)$","images":[{"img":"https://community-static.tradeup.com/news/a64db08c53ce8f0eef8b0efdcf9a958e","width":"720","height":"1229"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940029472","isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9940029556,"gmtCreate":1677604079776,"gmtModify":1677605381776,"author":{"id":"4140687422157972","authorId":"4140687422157972","name":"Miningreceh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140687422157972","authorIdStr":"4140687422157972"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940029556","repostId":"2314467579","repostType":2,"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940018292,"gmtCreate":1677594256816,"gmtModify":1677594865369,"author":{"id":"4140687422157972","authorId":"4140687422157972","name":"Miningreceh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140687422157972","authorIdStr":"4140687422157972"},"themes":[],"htmlText":"graet","listText":"graet","text":"graet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940018292","repostId":"624828248","repostType":1,"repost":{"id":624828248,"gmtCreate":1677240483786,"gmtModify":1677243801881,"author":{"id":"3482808518866931","authorId":"3482808518866931","name":"江瀚视野","avatar":"https://static.laohu8.com/3c6e4485cf99feeda324217af19f8174","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3482808518866931","authorIdStr":"3482808518866931"},"themes":[],"title":"盒馬同店銷售雙位數增長,新零售盈利時代要來了","htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 一直以來,新零售產業的發展始終牽動着每個人的心,新零售業務的發展前景始終被每個人所關注,不過就在最近阿里財報中的一個數據引發了大家的熱議,這就是盒馬的同店銷售實現了雙位數增長,很多人都在問新零售盈利的時代要來了嗎?一、盒馬同店銷售雙位數增長據中國經濟網的報道,阿里巴巴集團公佈2023財年第三季度(自然年2022年第四季度)業績:季度收入同比增長2%至人民幣2477.56億元,經調整EBITA同比增長16%,非公認會計准則淨利潤同比增長12%,均好於市場預期。值得一提的是,盒馬和阿里健康帶動中國零售商業的直營及其他收入本季度實現10%的同比增長,阿里巴巴直營業務季度收入突破100億美元。自2017年阿里巴巴開闢新零售賽道以來,盒馬已逐步成長爲具有獨特消費者價值的業態,本季度實現雙位數的同店銷售增長,由於配送和運營效率提升,毛利率提高,同比虧損顯著減少。這已經是盒馬連續第二次成爲阿里巴巴財報中的亮點。去年11月,對於盒馬在第二季度的收入,財報首次用到了“強勁增長”一詞,且提到絕大多數盒馬門店實現現金流爲正。在上一季度獲得6%增長後,直營及其他收入本季度獲得10%增長,達到744.21億元(107.90億美元)。早在今年元旦,盒馬CEO侯毅曾在內部全員信中提到,盒馬主力業態“盒馬鮮生”已實現盈利。據盒馬方面介紹,目前,全國已有300餘家盒馬鮮生門店(含盒馬mini),9家盒馬X會員店,153個盒馬村。二、新零售盈利時代要來了嗎?我們看到盒馬鮮生再度成爲了阿里財報的亮點,那麼我們到底該如何分析判斷這件事呢?首先,這些年盒馬鮮生整體的發展還是相對不錯的,整個市場的發展都處於一個長期快速發展的狀態,特別是在新零售市場之上,盒馬鮮生的商業模式,其實從某種意義上成爲了市場的一","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 一直以來,新零售產業的發展始終牽動着每個人的心,新零售業務的發展前景始終被每個人所關注,不過就在最近阿里財報中的一個數據引發了大家的熱議,這就是盒馬的同店銷售實現了雙位數增長,很多人都在問新零售盈利的時代要來了嗎?一、盒馬同店銷售雙位數增長據中國經濟網的報道,阿里巴巴集團公佈2023財年第三季度(自然年2022年第四季度)業績:季度收入同比增長2%至人民幣2477.56億元,經調整EBITA同比增長16%,非公認會計准則淨利潤同比增長12%,均好於市場預期。值得一提的是,盒馬和阿里健康帶動中國零售商業的直營及其他收入本季度實現10%的同比增長,阿里巴巴直營業務季度收入突破100億美元。自2017年阿里巴巴開闢新零售賽道以來,盒馬已逐步成長爲具有獨特消費者價值的業態,本季度實現雙位數的同店銷售增長,由於配送和運營效率提升,毛利率提高,同比虧損顯著減少。這已經是盒馬連續第二次成爲阿里巴巴財報中的亮點。去年11月,對於盒馬在第二季度的收入,財報首次用到了“強勁增長”一詞,且提到絕大多數盒馬門店實現現金流爲正。在上一季度獲得6%增長後,直營及其他收入本季度獲得10%增長,達到744.21億元(107.90億美元)。早在今年元旦,盒馬CEO侯毅曾在內部全員信中提到,盒馬主力業態“盒馬鮮生”已實現盈利。據盒馬方面介紹,目前,全國已有300餘家盒馬鮮生門店(含盒馬mini),9家盒馬X會員店,153個盒馬村。二、新零售盈利時代要來了嗎?我們看到盒馬鮮生再度成爲了阿里財報的亮點,那麼我們到底該如何分析判斷這件事呢?首先,這些年盒馬鮮生整體的發展還是相對不錯的,整個市場的發展都處於一個長期快速發展的狀態,特別是在新零售市場之上,盒馬鮮生的商業模式,其實從某種意義上成爲了市場的一","text":"$阿里巴巴-SW(09988)$ 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</a>","text":"$Alibaba(BABA)$","images":[{"img":"https://community-static.tradeup.com/news/ad42c1b1401258791f6723169249ca25","width":"720","height":"1455"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949909428","isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9940029556,"gmtCreate":1677604079776,"gmtModify":1677605381776,"author":{"id":"4140687422157972","authorId":"4140687422157972","name":"Miningreceh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140687422157972","authorIdStr":"4140687422157972"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940029556","repostId":"2314467579","repostType":2,"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946010929,"gmtCreate":1680805109361,"gmtModify":1680805114809,"author":{"id":"4140687422157972","authorId":"4140687422157972","name":"Miningreceh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140687422157972","authorIdStr":"4140687422157972"},"themes":[],"htmlText":"Zzzzzz","listText":"Zzzzzz","text":"Zzzzzz","images":[{"img":"https://community-static.tradeup.com/news/6e7b59842638c95669c0a8f83e07ef81","width":"720","height":"1455"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946010929","isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9949414494,"gmtCreate":1678815998119,"gmtModify":1678816002004,"author":{"id":"4140687422157972","authorId":"4140687422157972","name":"Miningreceh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140687422157972","authorIdStr":"4140687422157972"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[{"img":"https://community-static.tradeup.com/news/4f3728f16630ad8e91529d63fe3a5180","width":"480","height":"20419"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949414494","isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9949858189,"gmtCreate":1678512596541,"gmtModify":1678512599478,"author":{"id":"4140687422157972","authorId":"4140687422157972","name":"Miningreceh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140687422157972","authorIdStr":"4140687422157972"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949858189","repostId":"9949127924","repostType":1,"repost":{"id":9949127924,"gmtCreate":1678448616069,"gmtModify":1678449903632,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"[Tiger Friday] Describe the stock market in one word","htmlText":"Hi Tigers,Today is Friday, so it's time for Tiger Friday game! 🌴🥥We prepare coins and gifts for you to participate in our game. Can you describe the stock market in one word?Come and join the game, and you will win Tiger Coins💵 , and have a chance to win a Tiger Gift!🎁The stock market had a relatively volatile week. The S&P 500 lost over 1.5% on Tuesday as Fed Chair Jerome Powell told the Senate Banking Committee that the terminal fed funds rate “is likely to be higher than previouslyanticipated.\"Following that, the stock market suffered another sharp decline as Fear overtook Wall Street when SVB Financial Group, a bank that lends mainly to technology companies, had to sell $1.75 billion in stock at a loss to cover rapidly declining customer deposits.Which word would you use to describ","listText":"Hi Tigers,Today is Friday, so it's time for Tiger Friday game! 🌴🥥We prepare coins and gifts for you to participate in our game. Can you describe the stock market in one word?Come and join the game, and you will win Tiger Coins💵 , and have a chance to win a Tiger Gift!🎁The stock market had a relatively volatile week. The S&P 500 lost over 1.5% on Tuesday as Fed Chair Jerome Powell told the Senate Banking Committee that the terminal fed funds rate “is likely to be higher than previouslyanticipated.\"Following that, the stock market suffered another sharp decline as Fear overtook Wall Street when SVB Financial Group, a bank that lends mainly to technology companies, had to sell $1.75 billion in stock at a loss to cover rapidly declining customer deposits.Which word would you use to describ","text":"Hi Tigers,Today is Friday, so it's time for Tiger Friday game! 🌴🥥We prepare coins and gifts for you to participate in our game. Can you describe the stock market in one word?Come and join the game, and you will win Tiger Coins💵 , and have a chance to win a Tiger Gift!🎁The stock market had a relatively volatile week. The S&P 500 lost over 1.5% on Tuesday as Fed Chair Jerome Powell told the Senate Banking Committee that the terminal fed funds rate “is likely to be higher than previouslyanticipated.\"Following that, the stock market suffered another sharp decline as Fear overtook Wall Street when SVB Financial Group, a bank that lends mainly to technology companies, had to sell $1.75 billion in stock at a loss to cover rapidly declining customer deposits.Which word would you use to describ","images":[{"img":"https://community-static.tradeup.com/news/20ad5366104ac1d0bb37dce0265aeec3","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949127924","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949909630,"gmtCreate":1678277590121,"gmtModify":1678277591847,"author":{"id":"4140687422157972","authorId":"4140687422157972","name":"Miningreceh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140687422157972","authorIdStr":"4140687422157972"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949909630","repostId":"9952081154","repostType":1,"repost":{"id":9952081154,"gmtCreate":1674261390479,"gmtModify":1676538934065,"author":{"id":"4120987054613802","authorId":"4120987054613802","name":"Long_Equity","avatar":"https://community-static.tradeup.com/news/43412c9581fc7eef840624d0829cb637","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120987054613802","authorIdStr":"4120987054613802"},"themes":[],"title":"Compounders often look expensive, but history demonstrates they are often actually undervalued","htmlText":"The future growth of every company is uncertain. That’s why it’s important to consider:- historic growth- return on capital and capital allocation- margins and pricing power- competitive advantages- potential for more products and entering new marketsCompounders often look expensive, but history demonstrates they are often actually undervalued.This table shows the relationship between growth and multiplesIn short, a PE ratio of 50 requires a 20% earnings growth over 5 years to turn that forward multiple from 50 -> 20.https://twitter.com/long_equity/status/1616366298513932288","listText":"The future growth of every company is uncertain. That’s why it’s important to consider:- historic growth- return on capital and capital allocation- margins and pricing power- competitive advantages- potential for more products and entering new marketsCompounders often look expensive, but history demonstrates they are often actually undervalued.This table shows the relationship between growth and multiplesIn short, a PE ratio of 50 requires a 20% earnings growth over 5 years to turn that forward multiple from 50 -> 20.https://twitter.com/long_equity/status/1616366298513932288","text":"The future growth of every company is uncertain. That’s why it’s important to consider:- historic growth- return on capital and capital allocation- margins and pricing power- competitive advantages- potential for more products and entering new marketsCompounders often look expensive, but history demonstrates they are often actually undervalued.This table shows the relationship between growth and multiplesIn short, a PE ratio of 50 requires a 20% earnings growth over 5 years to turn that forward multiple from 50 -> 20.https://twitter.com/long_equity/status/1616366298513932288","images":[{"img":"https://community-static.tradeup.com/news/47dfbb8acec29fc68d79b51c862331db","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952081154","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949909930,"gmtCreate":1678277567020,"gmtModify":1678277569476,"author":{"id":"4140687422157972","authorId":"4140687422157972","name":"Miningreceh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140687422157972","authorIdStr":"4140687422157972"},"themes":[],"htmlText":"God","listText":"God","text":"God","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949909930","repostId":"9949049353","repostType":1,"repost":{"id":9949049353,"gmtCreate":1678260819472,"gmtModify":1678260903178,"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":"What is the Target Price of Sea Limitied after this surprising Q4 Earning?","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\"></a><a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a> shares jumped more than 22% in intra-day trading after reporting fourth-quarter results, and under the pressure of Powell's hawkish speech.Sea achieved profit ahead of schedule in this financial report (the three major sectors of games, e-commerce and finance each turned losses into profits, and the operating cash flow returned to positive), which is favored by investors in such an risk-off duration.Performance reviewCompany's total revenue US$3.45B, +7% YoY, falling to single digit for the first time since IPO, but still 14% higher than the market consensus US$3.03B.Gross profit US $1.70B, +49% YoY, higher than t","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\"></a><a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a> shares jumped more than 22% in intra-day trading after reporting fourth-quarter results, and under the pressure of Powell's hawkish speech.Sea achieved profit ahead of schedule in this financial report (the three major sectors of games, e-commerce and finance each turned losses into profits, and the operating cash flow returned to positive), which is favored by investors in such an risk-off duration.Performance reviewCompany's total revenue US$3.45B, +7% YoY, falling to single digit for the first time since IPO, but still 14% higher than the market consensus US$3.03B.Gross profit US $1.70B, +49% YoY, higher than t","text":"$Sea Ltd(SE)$ shares jumped more than 22% in intra-day trading after reporting fourth-quarter results, and under the pressure of Powell's hawkish speech.Sea achieved profit ahead of schedule in this financial report (the three major sectors of games, e-commerce and finance each turned losses into profits, and the operating cash flow returned to positive), which is favored by investors in such an risk-off duration.Performance reviewCompany's total revenue US$3.45B, +7% YoY, falling to single digit for the first time since IPO, but still 14% higher than the market consensus US$3.03B.Gross profit US $1.70B, +49% YoY, higher than t","images":[{"img":"https://static.tigerbbs.com/2ffbc2dfd7c17444540d826ade5e8e00","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/7c39e2bc0129feaf0215a696ba881efc","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/5ba7ff052ac490f370d96c0c4bd638ea","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949049353","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940381308,"gmtCreate":1677693571305,"gmtModify":1677693575058,"author":{"id":"4140687422157972","authorId":"4140687422157972","name":"Miningreceh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140687422157972","authorIdStr":"4140687422157972"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940381308","repostId":"9957898710","repostType":1,"repost":{"id":9957898710,"gmtCreate":1677140825030,"gmtModify":1677140839677,"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":"Baidu & iQiyi: Ads boost Q4, but more opportunities carry on","htmlText":"Q4 Performance reviewBaidu 22Q4: Revenue 33.1 billion yuan (YoY+0%) surpass consensus by 3.2%, Baidu's core revenue 25.7 billion yuan (YoY-1%) exceeded consensus by 2.3%; Non-GAAP's EBIT 5.4 billion yuan, surpass consensus by 12%.Iqiyi 22Q4: Revenue of 7.59 billion yuan (YoY+2. 8%) surpass consensus of 75 billion yuan; Member service revenue of 4.7 billion yuan (YoY+15%) and advertising revenue of 1.55 billion yuan (YoY-7%) beat market consensus of 1.39 billion yuan; Non-GAAP EBIT 978 million yuan (Margin 13%) higher than the market consensus of 499 million yuan;Investment HighlightsBaidu and <a href=\"https://ttm.financial/S/IQ\">$iQiyi Inc.(IQ)$</a> Q4 performed better than expected, with the assistance of ads demand rec","listText":"Q4 Performance reviewBaidu 22Q4: Revenue 33.1 billion yuan (YoY+0%) surpass consensus by 3.2%, Baidu's core revenue 25.7 billion yuan (YoY-1%) exceeded consensus by 2.3%; Non-GAAP's EBIT 5.4 billion yuan, surpass consensus by 12%.Iqiyi 22Q4: Revenue of 7.59 billion yuan (YoY+2. 8%) surpass consensus of 75 billion yuan; Member service revenue of 4.7 billion yuan (YoY+15%) and advertising revenue of 1.55 billion yuan (YoY-7%) beat market consensus of 1.39 billion yuan; Non-GAAP EBIT 978 million yuan (Margin 13%) higher than the market consensus of 499 million yuan;Investment HighlightsBaidu and <a href=\"https://ttm.financial/S/IQ\">$iQiyi Inc.(IQ)$</a> Q4 performed better than expected, with the assistance of ads demand rec","text":"Q4 Performance reviewBaidu 22Q4: Revenue 33.1 billion yuan (YoY+0%) surpass consensus by 3.2%, Baidu's core revenue 25.7 billion yuan (YoY-1%) exceeded consensus by 2.3%; Non-GAAP's EBIT 5.4 billion yuan, surpass consensus by 12%.Iqiyi 22Q4: Revenue of 7.59 billion yuan (YoY+2. 8%) surpass consensus of 75 billion yuan; Member service revenue of 4.7 billion yuan (YoY+15%) and advertising revenue of 1.55 billion yuan (YoY-7%) beat market consensus of 1.39 billion yuan; Non-GAAP EBIT 978 million yuan (Margin 13%) higher than the market consensus of 499 million yuan;Investment HighlightsBaidu and $iQiyi Inc.(IQ)$ Q4 performed better than expected, with the assistance of ads demand rec","images":[{"img":"https://static.tigerbbs.com/ffec5d42e51b5f2e91f3eaa28ab88846","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/7760e7038b3187f62290f16b1992ab4d","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/7892e96255b596d7ccd80e3cac6f2cb3","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957898710","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940383988,"gmtCreate":1677692613044,"gmtModify":1677692615767,"author":{"id":"4140687422157972","authorId":"4140687422157972","name":"Miningreceh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140687422157972","authorIdStr":"4140687422157972"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$ </a><v-v data-views=\"1\"></v-v>BullishBullishBullishBullishgood","listText":"<a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$ </a><v-v data-views=\"1\"></v-v>BullishBullishBullishBullishgood","text":"$DJIA(.DJI)$ BullishBullishBullishBullishgood","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940383988","isVote":1,"tweetType":1,"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940018292,"gmtCreate":1677594256816,"gmtModify":1677594865369,"author":{"id":"4140687422157972","authorId":"4140687422157972","name":"Miningreceh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140687422157972","authorIdStr":"4140687422157972"},"themes":[],"htmlText":"graet","listText":"graet","text":"graet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940018292","repostId":"624828248","repostType":1,"repost":{"id":624828248,"gmtCreate":1677240483786,"gmtModify":1677243801881,"author":{"id":"3482808518866931","authorId":"3482808518866931","name":"江瀚视野","avatar":"https://static.laohu8.com/3c6e4485cf99feeda324217af19f8174","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3482808518866931","authorIdStr":"3482808518866931"},"themes":[],"title":"盒馬同店銷售雙位數增長,新零售盈利時代要來了","htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 一直以來,新零售產業的發展始終牽動着每個人的心,新零售業務的發展前景始終被每個人所關注,不過就在最近阿里財報中的一個數據引發了大家的熱議,這就是盒馬的同店銷售實現了雙位數增長,很多人都在問新零售盈利的時代要來了嗎?一、盒馬同店銷售雙位數增長據中國經濟網的報道,阿里巴巴集團公佈2023財年第三季度(自然年2022年第四季度)業績:季度收入同比增長2%至人民幣2477.56億元,經調整EBITA同比增長16%,非公認會計准則淨利潤同比增長12%,均好於市場預期。值得一提的是,盒馬和阿里健康帶動中國零售商業的直營及其他收入本季度實現10%的同比增長,阿里巴巴直營業務季度收入突破100億美元。自2017年阿里巴巴開闢新零售賽道以來,盒馬已逐步成長爲具有獨特消費者價值的業態,本季度實現雙位數的同店銷售增長,由於配送和運營效率提升,毛利率提高,同比虧損顯著減少。這已經是盒馬連續第二次成爲阿里巴巴財報中的亮點。去年11月,對於盒馬在第二季度的收入,財報首次用到了“強勁增長”一詞,且提到絕大多數盒馬門店實現現金流爲正。在上一季度獲得6%增長後,直營及其他收入本季度獲得10%增長,達到744.21億元(107.90億美元)。早在今年元旦,盒馬CEO侯毅曾在內部全員信中提到,盒馬主力業態“盒馬鮮生”已實現盈利。據盒馬方面介紹,目前,全國已有300餘家盒馬鮮生門店(含盒馬mini),9家盒馬X會員店,153個盒馬村。二、新零售盈利時代要來了嗎?我們看到盒馬鮮生再度成爲了阿里財報的亮點,那麼我們到底該如何分析判斷這件事呢?首先,這些年盒馬鮮生整體的發展還是相對不錯的,整個市場的發展都處於一個長期快速發展的狀態,特別是在新零售市場之上,盒馬鮮生的商業模式,其實從某種意義上成爲了市場的一","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 一直以來,新零售產業的發展始終牽動着每個人的心,新零售業務的發展前景始終被每個人所關注,不過就在最近阿里財報中的一個數據引發了大家的熱議,這就是盒馬的同店銷售實現了雙位數增長,很多人都在問新零售盈利的時代要來了嗎?一、盒馬同店銷售雙位數增長據中國經濟網的報道,阿里巴巴集團公佈2023財年第三季度(自然年2022年第四季度)業績:季度收入同比增長2%至人民幣2477.56億元,經調整EBITA同比增長16%,非公認會計准則淨利潤同比增長12%,均好於市場預期。值得一提的是,盒馬和阿里健康帶動中國零售商業的直營及其他收入本季度實現10%的同比增長,阿里巴巴直營業務季度收入突破100億美元。自2017年阿里巴巴開闢新零售賽道以來,盒馬已逐步成長爲具有獨特消費者價值的業態,本季度實現雙位數的同店銷售增長,由於配送和運營效率提升,毛利率提高,同比虧損顯著減少。這已經是盒馬連續第二次成爲阿里巴巴財報中的亮點。去年11月,對於盒馬在第二季度的收入,財報首次用到了“強勁增長”一詞,且提到絕大多數盒馬門店實現現金流爲正。在上一季度獲得6%增長後,直營及其他收入本季度獲得10%增長,達到744.21億元(107.90億美元)。早在今年元旦,盒馬CEO侯毅曾在內部全員信中提到,盒馬主力業態“盒馬鮮生”已實現盈利。據盒馬方面介紹,目前,全國已有300餘家盒馬鮮生門店(含盒馬mini),9家盒馬X會員店,153個盒馬村。二、新零售盈利時代要來了嗎?我們看到盒馬鮮生再度成爲了阿里財報的亮點,那麼我們到底該如何分析判斷這件事呢?首先,這些年盒馬鮮生整體的發展還是相對不錯的,整個市場的發展都處於一個長期快速發展的狀態,特別是在新零售市場之上,盒馬鮮生的商業模式,其實從某種意義上成爲了市場的一","text":"$阿里巴巴-SW(09988)$ 一直以來,新零售產業的發展始終牽動着每個人的心,新零售業務的發展前景始終被每個人所關注,不過就在最近阿里財報中的一個數據引發了大家的熱議,這就是盒馬的同店銷售實現了雙位數增長,很多人都在問新零售盈利的時代要來了嗎?一、盒馬同店銷售雙位數增長據中國經濟網的報道,阿里巴巴集團公佈2023財年第三季度(自然年2022年第四季度)業績:季度收入同比增長2%至人民幣2477.56億元,經調整EBITA同比增長16%,非公認會計准則淨利潤同比增長12%,均好於市場預期。值得一提的是,盒馬和阿里健康帶動中國零售商業的直營及其他收入本季度實現10%的同比增長,阿里巴巴直營業務季度收入突破100億美元。自2017年阿里巴巴開闢新零售賽道以來,盒馬已逐步成長爲具有獨特消費者價值的業態,本季度實現雙位數的同店銷售增長,由於配送和運營效率提升,毛利率提高,同比虧損顯著減少。這已經是盒馬連續第二次成爲阿里巴巴財報中的亮點。去年11月,對於盒馬在第二季度的收入,財報首次用到了“強勁增長”一詞,且提到絕大多數盒馬門店實現現金流爲正。在上一季度獲得6%增長後,直營及其他收入本季度獲得10%增長,達到744.21億元(107.90億美元)。早在今年元旦,盒馬CEO侯毅曾在內部全員信中提到,盒馬主力業態“盒馬鮮生”已實現盈利。據盒馬方面介紹,目前,全國已有300餘家盒馬鮮生門店(含盒馬mini),9家盒馬X會員店,153個盒馬村。二、新零售盈利時代要來了嗎?我們看到盒馬鮮生再度成爲了阿里財報的亮點,那麼我們到底該如何分析判斷這件事呢?首先,這些年盒馬鮮生整體的發展還是相對不錯的,整個市場的發展都處於一個長期快速發展的狀態,特別是在新零售市場之上,盒馬鮮生的商業模式,其實從某種意義上成爲了市場的一","images":[{"img":"https://static.tigerbbs.com/9ca14d0c2b8a0b80264331c0b930600d","width":"1723","height":"890"},{"img":"https://static.tigerbbs.com/7ed16523ccc973eccdfd85c4c963e881","width":"1020","height":"732"},{"img":"https://static.tigerbbs.com/8dd4b7f2e5c7bf2c9a6784e68937bd20","width":"1074","height":"806"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/624828248","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}