Sunnylr personal page - To The Moon

Sunnylr

Sunnylr

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2021-06-16

Wonderful

Oracle's fourth-quarter revenue was US $11.2 billion, and net profit increased by 22% year-on-year

2021-06-18

Nice

WSB concept stocks strengthened during the session, and AMC cinemas rose more than 10%

2020-11-03

CGC, it's time to enter.

2022-01-16

Haha

Sorry, the original content has been removed

2021-08-16

Ya

Preview: Tencent, Nvidia and other financial reports are coming! Xinwei Medical goes public on Friday

2021-02-28

$JFrog Ltd(FROG)$think it's time to buy more

2021-02-16

$Opendoor Technologies Inc(OPEN)$Disruptive tech that would change our day to day life. It means it's booming of course accomplished by force competition.

2022-01-16

Great

Reminder: On January 17, Martin Luther King Jr. Day, U.S. stocks will be closed for one day

2021-06-17

$MongoDB Inc.(MDB)$en lah

2021-06-29

Dada

Nvidia's stock price reached US $800 for the first time and is now up more than 5%, with a total market value approaching US $500 billion

2021-06-20

Hehe

The first stock of new tea drinks, how much is Nayuki's tea worth?

2021-05-03

It's becoming SO nicely

2024-04-18

It's good time

2024-04-06

$特斯拉(TSLA)$ 69 Haha, see how it goes.

2021-08-16

GS just bought a lot? Anyone can add on clearty please.

2021-08-02

$ServiceNow(NOW)$mmm

2021-07-26

Very hot ?

2021-07-09

Nice

TSMC's June sales were NT $148.47 billion, a year-on-year increase of 22.8%

2021-07-08

Think I wld better hold well on my wallet

2021-06-20

En

Sorry, the original content has been removed

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The third Monday in January every year is Martin Luther King Jr. Day, a federal holiday in the United States. It is one of three statutory holidays in the United States that honor individuals, the other two being \"Columbus Day\", and \"Presidents' Day\" that honors former presidents Abraham Lincoln and George Washington.</p><p>U.S. schools, government, and federal agencies are closed on this day. There will be a memorial service and memorial service on Monday. On the Sunday before that, pastors in all areas will give special sermons to remind everyone of Martin Luther King Jr. 's life of pursuing peace.</p><p><img src=\"https://static.tigerbbs.com/a20806b6a04306399445ed6d5d60d1e4\" tg-width=\"732\" tg-height=\"549\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: On January 17, Martin Luther King Jr. Day, U.S. stocks will be closed for one day</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReminder: On January 17, Martin Luther King Jr. Day, U.S. stocks will be closed for one day\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-01-11 13:06</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On January 17, 2022 (next Monday), the U.S. stock market will be closed for one day due to Martin Luther King Jr. Day.</p><p>Hong Kong stocks, A-shares, British stocks, Australian and Singapore stock markets all traded as usual.</p><p><b>[Background Introduction]</b></p><p>Martin Luther King, Jr (January 15, 1929-April 4, 1968) was an African-American pastor, social activist, and leader of the black civil rights movement. The third Monday in January every year is Martin Luther King Jr. Day, a federal holiday in the United States. It is one of three statutory holidays in the United States that honor individuals, the other two being \"Columbus Day\", and \"Presidents' Day\" that honors former presidents Abraham Lincoln and George Washington.</p><p>U.S. schools, government, and federal agencies are closed on this day. There will be a memorial service and memorial service on Monday. On the Sunday before that, pastors in all areas will give special sermons to remind everyone of Martin Luther King Jr. 's life of pursuing peace.</p><p><img src=\"https://static.tigerbbs.com/a20806b6a04306399445ed6d5d60d1e4\" tg-width=\"732\" tg-height=\"549\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a20806b6a04306399445ed6d5d60d1e4","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119435888","content_text":"2022年1月17日（下周一），因马丁·路德·金纪念日，美股休市一天。港股、A股、英股、澳大利亚和新加坡股市均照常交易。【背景简介】马丁·路德·金（Martin Luther King, Jr，1929年1月15日—1968年4月4日），非裔美国人，美国牧师、社会活动家、黑人民权运动领袖。每年1月的第三个星期一，是美国联邦法定假日——马丁·路德·金纪念日。这是美国三个纪念个人的法定假日之一，另外两个是“哥伦布日”，和纪念前总统亚伯拉罕·林肯和乔治·华盛顿的“总统节”。美国学校、政府和联邦机构在这一天都不开放。星期一会有追思仪式及纪念仪式。而在此之前的星期日，所有地区的牧师都会进行特殊布道，提醒每个人缅怀马丁·路德·金追求和平的一生。","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005511095,"gmtCreate":1642345853166,"gmtModify":1676533702899,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559518468531412","idStr":"3559518468531412"},"themes":[],"htmlText":"Haha","listText":"Haha","text":"Haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005511095","repostId":"1126777532","repostType":4,"isVote":1,"tweetType":1,"viewCount":2687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830645638,"gmtCreate":1629072766324,"gmtModify":1676529919799,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559518468531412","idStr":"3559518468531412"},"themes":[],"htmlText":"Ya","listText":"Ya","text":"Ya","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830645638","repostId":"1138361386","repostType":4,"repost":{"id":"1138361386","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629069339,"share":"https://ttm.financial/m/news/1138361386?lang=en_US&edition=fundamental","pubTime":"2021-08-16 07:15","market":"sh","language":"zh","title":"Preview: Tencent, Nvidia and other financial reports are coming! Xinwei Medical goes public on Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=1138361386","media":"老虎资讯综合","summary":"摘要：\n\n 事件方面：十三届全国人大常委会第三十次会议在京举行，将审议个人信息保护法草案、人口与计划生育法修正草案等多项草案。美联储主席鲍威尔等官员将发表讲话，还有市场普遍关注的美联储会议纪要。\n\n\n","content":"<p>Summary:</p><p>Events: The 30th meeting of the Standing Committee of the 13th National People's Congress was held in Beijing, and a number of drafts such as the draft personal information protection law and the draft amendment to the Population and Family Planning Law will be reviewed. Officials such as Federal Reserve Chairman Jerome Powell will deliver speeches, as well as minutes of the Federal Reserve meeting that are widely watched by the market. In terms of data: Investors can pay attention to China's release of industrial added value in July, retail sales of consumer goods and LPR interest rate data in August; The United States will release July industrial output data and retail sales data, which is known as the horror data. Financial report:<a href=\"https://laohu8.com/S/02382\">Sunny Optical Technology</a>、<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>Roblox,<a href=\"https://laohu8.com/S/01361\">361 deg</a>、<a href=\"https://laohu8.com/S/WMT\">Walmart</a>Sea<a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>、<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>、<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>、<a href=\"https://laohu8.com/S/06969\">Smol International</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/MNSO\">MINISO</a>, Wuxin Technology and other companies have successively announced financial reports.<b>Monday (August 16) Keywords: China's industrial added value in July, China's consumer goods retail sales in July, Sunny Optical Technology/Tencent Music/Roblox financial report</b><img src=\"https://static.tigerbbs.com/558a064cb01ab82f49938c8ef655a6b7\" tg-width=\"631\" tg-height=\"435\" referrerpolicy=\"no-referrer\"><b>On Monday, the market focused on China's July industrial added value and China's July consumer goods retail sales data.</b>As the first data to reflect economic activity released since the latest wave of epidemic outbreak, China's economic activity indicators in July will show the impact of the epidemic on the economy.</p><p><b>In terms of financial reports, Hong Kong stocks<a href=\"https://laohu8.com/S/02382\">Sunny Optical Technology</a>、<a href=\"https://laohu8.com/S/00772\">Reading Group</a>Will release earnings; Before the U.S. stock market,<a href=\"https://laohu8.com/S/NIU\">Mavericks Electric</a>、<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>、<a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>, after the US stock market closed,<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>、<a href=\"https://laohu8.com/S/RBLX\">Roblox Corporation</a>Wait for the company to announce its financial report.</b></p><p><b>Tuesday (August 17) Keywords: U.S. retail sales in July, U.S. industrial output in July, Federal Reserve Chairman Powell's speech</b><img src=\"https://static.tigerbbs.com/2139a3b25a5de5bee7343e46f9035bc2\" tg-width=\"618\" tg-height=\"357\" referrerpolicy=\"no-referrer\"><b>The focus of investors on Tuesday will be U.S. retail sales data for July.</b></p><p>Nominal retail sales growth in July will lag consumer prices, indicating a weak start to the third quarter for inflation-adjusted spending on goods. Analysts believe that currently, sales levels are more important than growth rates. Consumer spending on goods is falling from levels well above pre-pandemic levels. As a result, the current forecast is that consumer spending growth will slow to around 5% in the third quarter from 11.8% annualized in the second quarter. Retail sales will be below April highs. As the chart below shows, stimulus checks drove March-April sales.</p><p><b>Markets will also focus on U.S. industrial output data for July on Tuesday.</b></p><p>Analysts expect a strong rebound in industrial output in July, mainly in manufacturing. An atypical pattern of auto parts shutdowns may lead to seasonally adjusted production increases this month, although parts shortages have limited overall output values.</p><p>Something to watch out for Wednesday's New York session<b>Speech by Federal Reserve Chairman Jerome Powell</b>。 Powell will attend a virtual town hall meeting attended by educators and students, where markets are currently expected to be unlikely to release new policy information, but still need to watch out for unexpected situations.</p><p><b>The 30th meeting of the Standing Committee of the 13th National People's Congress was held in Beijing from August 17th to 20th, and will review a number of drafts such as the draft personal information protection law and the draft amendment to the population and family planning law.</b></p><p><b>In terms of financial reports, Hong Kong stocks<a href=\"https://laohu8.com/S/01361\">361 deg</a>Will release earnings; US stocks<a href=\"https://laohu8.com/S/WMT\">Walmart</a>、<a href=\"https://laohu8.com/S/HUYA\">Tiger Tooth</a>、<a href=\"https://laohu8.com/S/HD\">Home Depot</a>、<a href=\"https://laohu8.com/S/SE\">Sea Limited</a>Will release earnings before the market opens.</b></p><p><b>Wednesday (August 18) Keywords: New Zealand Federal Reserve interest rate decision, UK July CPI, Federal Reserve meeting minutes</b><img src=\"https://static.tigerbbs.com/9decfe7f038cae8ca2caab2f5c0eaa56\" tg-width=\"631\" tg-height=\"826\" referrerpolicy=\"no-referrer\"><b>During the new york session on Wednesday, investors can pay attention to the U.S. housing market data and the minutes of the Federal Reserve meeting.</b></p><p>Strong demand and low inventory have allowed the housing market to continue to face price pressures and limited potential buyers. The home buying boom in the University of Michigan's August consumer sentiment report hit its lowest level since the 1981-82 recession. In addition to journeymen, builders continue to face shortages of materials and building plots.</p><p>Powell is likely to wait until the Jackson Hole meeting later this month to talk about policy issues, but the minutes of the July 27-28 FOMC meeting may provide clues as to whether there are more details on QE tapering at the Jackson Hole meeting on August 26-28. A series of hawkish statements from the Federal Reserve laid the foundation for early rather than delayed QE reduction; Recent data, including the July CPI, and the risks posed by Covid-19 variants, tend to favor delaying clearer signals until the September meeting.</p><p><b>In terms of financial reports, Hong Kong stocks<a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>、<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>、<a href=\"https://laohu8.com/S/06186\">China Feihe</a>Will release earnings; US stocks<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>、<a href=\"https://laohu8.com/S/CSCO\">Cisco</a>The financial report will be released after the market closes,<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/ADI\">Yadeno</a>Will release earnings before the market opens.</b></p><p><b>Thursday (August 19) Keywords: changes in the number of weekly initial jobless claims in the United States, Smore International/Bilibili/Miniso.</b><img src=\"https://static.tigerbbs.com/80efb3bdc0d9a89a4a05a00c400addae\" tg-width=\"631\" tg-height=\"281\" referrerpolicy=\"no-referrer\">Investors on Thursday focused on the weekly U.S. report<b>Changes in initial jobless claims.</b></p><p>So far, there have been very limited signs of layoffs caused by the Delta strain. Some people don't go to restaurants, but overall restaurant reservations remain steady. California is currently seeing the fastest rise in cases, with a huge jump in initial jobless claims the previous week. However, analysts still expect limited impact on national data in the near term, and risks tend to erupt locally.</p><p><b>The minutes of the FOMC meeting in the early hours of Thursday morning are expected to be the focus of market discussion throughout the week.</b></p><p>Any discussion of scaling back the $120 billion bond-buying program will dig the seesaw in tech growth stocks and reflation concept stocks. Sam Stovall, chief investment strategist at CFRA, explained that the greater significance of the Fed's recent actions lies in communicating with the market in advance. By giving different Taper methods, the reduction situation is always the primary consideration for investors. When the day finally comes, the market won't feel any panic.</p><p><b>In terms of financial reports, Hong Kong stocks<a href=\"https://laohu8.com/S/06969\">Smol International</a>、<a href=\"https://laohu8.com/S/02057\">ZTO Express-SW</a>Will release earnings; Before the U.S. stock market,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/MNSO\">MINISO</a>、<a href=\"https://laohu8.com/S/EL\">Estee Lauder</a>、<a href=\"https://laohu8.com/S/M\">Macy's</a>Will release earnings.</b></p><p><b>Friday (August 20) Keywords: China's August LPR,<a href=\"https://laohu8.com/S/06609\">Xinwei Medical-B</a>Hong Kong stock listing, Wuxin Technology financial report.</b><img src=\"https://static.tigerbbs.com/f753b6f578332550a1fc8d2ed94da12f\" tg-width=\"630\" tg-height=\"434\" referrerpolicy=\"no-referrer\">Investors can watch out for Friday's Asian session<b>China's LPR in August</b>[Loan market quoted interest rate]</p><p>Analysts expect China's loan market quotation rate to remain steady in August, although market expectations for lower loan market quotation rates have risen after the central bank cut the reserve requirement ratio across the board last month. The 1-year LPR (the reference rate for banks to lend to businesses) is likely to remain stable at 3.85%. The 5-year LPR (mortgage reference rate) is likely to hold steady at 4.65%.</p><p><b>In terms of new stocks, innovative neurointerventional medical device companies<a href=\"https://laohu8.com/S/06609\">Xinwei Medical-B</a>It will officially land on the Hong Kong Stock Exchange on Friday, with an issue price of HK $160-171 per share, with 50 shares per lot.</b>Xinwei Medical is an innovative neurointerventional medical device company that occupies a leading position in the Chinese neurointerventional market with a broad product portfolio of commercial products and products under development. The company's product portfolio includes neurointerventional and cardiac medical devices. Currently, Xinwei Medical has four commercial products and 19 approved products and products under development in China.</p><p><b>In terms of financial reports, US stocks<a href=\"https://laohu8.com/S/RLX\">Fog Core Technology</a>、<a href=\"https://laohu8.com/S/FL\">Fuleke</a>、<a href=\"https://laohu8.com/S/DE\">Deere Inc</a>Will release earnings before the market opens.</b></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Preview: Tencent, Nvidia and other financial reports are coming! Xinwei Medical goes public on Friday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPreview: Tencent, Nvidia and other financial reports are coming! Xinwei Medical goes public on Friday\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-08-16 07:15</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Summary:</p><p>Events: The 30th meeting of the Standing Committee of the 13th National People's Congress was held in Beijing, and a number of drafts such as the draft personal information protection law and the draft amendment to the Population and Family Planning Law will be reviewed. Officials such as Federal Reserve Chairman Jerome Powell will deliver speeches, as well as minutes of the Federal Reserve meeting that are widely watched by the market. In terms of data: Investors can pay attention to China's release of industrial added value in July, retail sales of consumer goods and LPR interest rate data in August; The United States will release July industrial output data and retail sales data, which is known as the horror data. Financial report:<a href=\"https://laohu8.com/S/02382\">Sunny Optical Technology</a>、<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>Roblox,<a href=\"https://laohu8.com/S/01361\">361 deg</a>、<a href=\"https://laohu8.com/S/WMT\">Walmart</a>Sea<a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>、<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>、<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>、<a href=\"https://laohu8.com/S/06969\">Smol International</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/MNSO\">MINISO</a>, Wuxin Technology and other companies have successively announced financial reports.<b>Monday (August 16) Keywords: China's industrial added value in July, China's consumer goods retail sales in July, Sunny Optical Technology/Tencent Music/Roblox financial report</b><img src=\"https://static.tigerbbs.com/558a064cb01ab82f49938c8ef655a6b7\" tg-width=\"631\" tg-height=\"435\" referrerpolicy=\"no-referrer\"><b>On Monday, the market focused on China's July industrial added value and China's July consumer goods retail sales data.</b>As the first data to reflect economic activity released since the latest wave of epidemic outbreak, China's economic activity indicators in July will show the impact of the epidemic on the economy.</p><p><b>In terms of financial reports, Hong Kong stocks<a href=\"https://laohu8.com/S/02382\">Sunny Optical Technology</a>、<a href=\"https://laohu8.com/S/00772\">Reading Group</a>Will release earnings; Before the U.S. stock market,<a href=\"https://laohu8.com/S/NIU\">Mavericks Electric</a>、<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>、<a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>, after the US stock market closed,<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>、<a href=\"https://laohu8.com/S/RBLX\">Roblox Corporation</a>Wait for the company to announce its financial report.</b></p><p><b>Tuesday (August 17) Keywords: U.S. retail sales in July, U.S. industrial output in July, Federal Reserve Chairman Powell's speech</b><img src=\"https://static.tigerbbs.com/2139a3b25a5de5bee7343e46f9035bc2\" tg-width=\"618\" tg-height=\"357\" referrerpolicy=\"no-referrer\"><b>The focus of investors on Tuesday will be U.S. retail sales data for July.</b></p><p>Nominal retail sales growth in July will lag consumer prices, indicating a weak start to the third quarter for inflation-adjusted spending on goods. Analysts believe that currently, sales levels are more important than growth rates. Consumer spending on goods is falling from levels well above pre-pandemic levels. As a result, the current forecast is that consumer spending growth will slow to around 5% in the third quarter from 11.8% annualized in the second quarter. Retail sales will be below April highs. As the chart below shows, stimulus checks drove March-April sales.</p><p><b>Markets will also focus on U.S. industrial output data for July on Tuesday.</b></p><p>Analysts expect a strong rebound in industrial output in July, mainly in manufacturing. An atypical pattern of auto parts shutdowns may lead to seasonally adjusted production increases this month, although parts shortages have limited overall output values.</p><p>Something to watch out for Wednesday's New York session<b>Speech by Federal Reserve Chairman Jerome Powell</b>。 Powell will attend a virtual town hall meeting attended by educators and students, where markets are currently expected to be unlikely to release new policy information, but still need to watch out for unexpected situations.</p><p><b>The 30th meeting of the Standing Committee of the 13th National People's Congress was held in Beijing from August 17th to 20th, and will review a number of drafts such as the draft personal information protection law and the draft amendment to the population and family planning law.</b></p><p><b>In terms of financial reports, Hong Kong stocks<a href=\"https://laohu8.com/S/01361\">361 deg</a>Will release earnings; US stocks<a href=\"https://laohu8.com/S/WMT\">Walmart</a>、<a href=\"https://laohu8.com/S/HUYA\">Tiger Tooth</a>、<a href=\"https://laohu8.com/S/HD\">Home Depot</a>、<a href=\"https://laohu8.com/S/SE\">Sea Limited</a>Will release earnings before the market opens.</b></p><p><b>Wednesday (August 18) Keywords: New Zealand Federal Reserve interest rate decision, UK July CPI, Federal Reserve meeting minutes</b><img src=\"https://static.tigerbbs.com/9decfe7f038cae8ca2caab2f5c0eaa56\" tg-width=\"631\" tg-height=\"826\" referrerpolicy=\"no-referrer\"><b>During the new york session on Wednesday, investors can pay attention to the U.S. housing market data and the minutes of the Federal Reserve meeting.</b></p><p>Strong demand and low inventory have allowed the housing market to continue to face price pressures and limited potential buyers. The home buying boom in the University of Michigan's August consumer sentiment report hit its lowest level since the 1981-82 recession. In addition to journeymen, builders continue to face shortages of materials and building plots.</p><p>Powell is likely to wait until the Jackson Hole meeting later this month to talk about policy issues, but the minutes of the July 27-28 FOMC meeting may provide clues as to whether there are more details on QE tapering at the Jackson Hole meeting on August 26-28. A series of hawkish statements from the Federal Reserve laid the foundation for early rather than delayed QE reduction; Recent data, including the July CPI, and the risks posed by Covid-19 variants, tend to favor delaying clearer signals until the September meeting.</p><p><b>In terms of financial reports, Hong Kong stocks<a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>、<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>、<a href=\"https://laohu8.com/S/06186\">China Feihe</a>Will release earnings; US stocks<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>、<a href=\"https://laohu8.com/S/CSCO\">Cisco</a>The financial report will be released after the market closes,<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/ADI\">Yadeno</a>Will release earnings before the market opens.</b></p><p><b>Thursday (August 19) Keywords: changes in the number of weekly initial jobless claims in the United States, Smore International/Bilibili/Miniso.</b><img src=\"https://static.tigerbbs.com/80efb3bdc0d9a89a4a05a00c400addae\" tg-width=\"631\" tg-height=\"281\" referrerpolicy=\"no-referrer\">Investors on Thursday focused on the weekly U.S. report<b>Changes in initial jobless claims.</b></p><p>So far, there have been very limited signs of layoffs caused by the Delta strain. Some people don't go to restaurants, but overall restaurant reservations remain steady. California is currently seeing the fastest rise in cases, with a huge jump in initial jobless claims the previous week. However, analysts still expect limited impact on national data in the near term, and risks tend to erupt locally.</p><p><b>The minutes of the FOMC meeting in the early hours of Thursday morning are expected to be the focus of market discussion throughout the week.</b></p><p>Any discussion of scaling back the $120 billion bond-buying program will dig the seesaw in tech growth stocks and reflation concept stocks. Sam Stovall, chief investment strategist at CFRA, explained that the greater significance of the Fed's recent actions lies in communicating with the market in advance. By giving different Taper methods, the reduction situation is always the primary consideration for investors. When the day finally comes, the market won't feel any panic.</p><p><b>In terms of financial reports, Hong Kong stocks<a href=\"https://laohu8.com/S/06969\">Smol International</a>、<a href=\"https://laohu8.com/S/02057\">ZTO Express-SW</a>Will release earnings; Before the U.S. stock market,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/MNSO\">MINISO</a>、<a href=\"https://laohu8.com/S/EL\">Estee Lauder</a>、<a href=\"https://laohu8.com/S/M\">Macy's</a>Will release earnings.</b></p><p><b>Friday (August 20) Keywords: China's August LPR,<a href=\"https://laohu8.com/S/06609\">Xinwei Medical-B</a>Hong Kong stock listing, Wuxin Technology financial report.</b><img src=\"https://static.tigerbbs.com/f753b6f578332550a1fc8d2ed94da12f\" tg-width=\"630\" tg-height=\"434\" referrerpolicy=\"no-referrer\">Investors can watch out for Friday's Asian session<b>China's LPR in August</b>[Loan market quoted interest rate]</p><p>Analysts expect China's loan market quotation rate to remain steady in August, although market expectations for lower loan market quotation rates have risen after the central bank cut the reserve requirement ratio across the board last month. The 1-year LPR (the reference rate for banks to lend to businesses) is likely to remain stable at 3.85%. The 5-year LPR (mortgage reference rate) is likely to hold steady at 4.65%.</p><p><b>In terms of new stocks, innovative neurointerventional medical device companies<a href=\"https://laohu8.com/S/06609\">Xinwei Medical-B</a>It will officially land on the Hong Kong Stock Exchange on Friday, with an issue price of HK $160-171 per share, with 50 shares per lot.</b>Xinwei Medical is an innovative neurointerventional medical device company that occupies a leading position in the Chinese neurointerventional market with a broad product portfolio of commercial products and products under development. The company's product portfolio includes neurointerventional and cardiac medical devices. Currently, Xinwei Medical has four commercial products and 19 approved products and products under development in China.</p><p><b>In terms of financial reports, US stocks<a href=\"https://laohu8.com/S/RLX\">Fog Core Technology</a>、<a href=\"https://laohu8.com/S/FL\">Fuleke</a>、<a href=\"https://laohu8.com/S/DE\">Deere Inc</a>Will release earnings before the market opens.</b></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","relate_stocks":{"159891":"医疗","NVDA":"英伟达","TCEHY":"腾讯控股ADR","00700":"腾讯控股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138361386","content_text":"摘要：\n\n 事件方面：十三届全国人大常委会第三十次会议在京举行，将审议个人信息保护法草案、人口与计划生育法修正草案等多项草案。美联储主席鲍威尔等官员将发表讲话，还有市场普遍关注的美联储会议纪要。\n\n\n 数据方面：投资者可关注中国将公布7月工业增加值、社会消费品零售数据和 8月LPR利率数据；美国将出炉7月工业产出数据和 有着恐怖数据之称的零售销售数据。\n\n\n 财报方面： 舜宇光学科技、 腾讯音乐、Roblox、361度、 沃尔玛、Sea、 腾讯控股、吉利汽车、英伟达、 思摩尔国际、 哔哩哔哩、 名创优品、雾芯科技等公司陆续公布财报。\n\n周一（8月16日）关键词：中国7月工业增加值、中国7月社会消费品零售、舜宇光学科技/腾讯音乐/Roblox财报周一市场关注的焦点在于中国的中国7月工业增加值和中国7月社会消费品零售数据。作为最新一波疫情爆发以来最先发布的反映经济活动的数据，中国7月经济活动指标将显示疫情给经济造成的影响。\n财报方面，港股舜宇光学科技、阅文集团将发布财报；美股盘前，小牛电动、知乎、斗鱼，美股盘后，腾讯音乐、Roblox Corporation等公司将公布财报。\n周二（8月17日）关键词：美国7月零售销售、美国7月工业产出、美联储主席鲍威尔讲话周二投资者关注的焦点将是美国7月份零售销售数据。\n7月的名义零售销售增速将落后于消费者价格，表明通胀调整后商品支出第三季度开局疲软。分析师认为，当前，销售额水平比增长率更重要。商品消费支出正在从远超疫情前的水平回落。因此，目前的预测是第三季度消费支出增速将从第二季度11.8%的年化增速放缓至5%左右。零售销售将低于4月高点。如下图所示，刺激支票推动了3月-4月的销售额。\n周二市场还将关注美国7月工业产出数据。\n分析师预计7月工业产值将出现强劲反弹，主要集中在制造业。汽车零部件停产的非典型模式可能会导致季节性调整后的产量在本月出现增长，尽管零部件短缺限制了整体产值。\n周三纽约时段还需留意美联储主席鲍威尔的讲话。鲍威尔将出席由教育工作者和学生参加的虚拟市政厅会议，市场目前预计不太可能在这里发布新的政策信息，但仍需提防意外情况。\n十三届全国人大常委会第三十次会议8月17日至20日在京举行，将审议个人信息保护法草案、人口与计划生育法修正草案等多项草案。\n财报方面，港股361度将发布财报；美股沃尔玛、虎牙、家得宝、Sea Limited将于盘前发布财报。\n周三（8月18日）关键词：新西兰联储利率决议、英国7月CPI、美联储会议纪要周三纽约时段，投资者可以留意美国的房地产市场数据和美联储会议纪要。\n强劲需求和低库存使得房地产市场继续面对价格压力和有限的潜在买家。密歇根大学8月份消费者信心报告中的住宅购买景气触及1981-82年经济衰退以来的最低水平。除了熟练工，建筑商继续面临材料和建筑地块的短缺。\n鲍威尔很可能会等到本月晚些时候杰克逊霍尔会议上谈论政策问题，但7月27-28日FOMC会议的纪要可能提供线索，预示在8月26日至28日的杰克逊霍尔会议上是否有更多QE减码的细节。一连串的美联储鹰派表态为及早而非推迟QE减码打下基础；最近的数据（包括7月CPI）和Covid-19变种带来的风险，倾向于支持将更明确的信号推迟到9月会议。\n财报方面，港股腾讯控股、吉利汽车、中国飞鹤将发布财报；美股英伟达、思科将于盘后发布财报，微博、亚德诺将于盘前发布财报。\n周四（8月19日）关键词：美国每周初请失业金人数变动、思摩尔国际/哔哩哔哩/名创优品。周四投资者重点留意美国每周公布一次的初请失业金人数变动。\n目前为止，德尔塔毒株引发裁员的迹象非常有限。一些人不去餐馆，但总体而言餐馆预订保持稳定。加州目前的病例增长最快，前一周的首次申领失业救济人数大幅增加。不过，分析师仍然预计近期对全国数据的影响有限，风险倾向于局部爆发。\n周四凌晨的FOMC会议纪要料将成为整周市场的谈论焦点。\n任何有关缩减1200亿美元债券购买计划的讨论都将拨动科技成长股和「再通胀」概念股的跷跷板。CFRA首席投资策略分析师Sam Stovall解读称，美联储近期的动作更大的意义在于提前与市场沟通，通过给出不同Taper的方式，使得缩减的情形始终是投资者首要考虑的因素。等到这一天最终来临时，市场不会感到任何恐慌。\n财报方面，港股思摩尔国际、中通快递-SW将发布财报；美股盘前，哔哩哔哩、名创优品、雅诗兰黛、梅西百货将发布财报。\n周五（8月20日）关键词：中国8月LPR、心玮医疗-B港股上市、雾芯科技财报。周五亚洲时段，投资者可以留意一下中国8月份的LPR(贷款市场报价利率)\n分析师预计8月份中国贷款市场报价利率将持稳，尽管在上月央行全面降准后，市场对贷款市场报价利率走低的预期上升。1年期LPR（银行向企业贷款的参考利率）可能会维稳于3.85%。5年期LPR（抵押贷款参考利率）可能会持稳于4.65%。\n新股方面，创新型神经介入医疗器械公司心玮医疗-B将于周五正式登陆港交所，每股发行价160-171港元，每手50股。心玮医疗是一家创新型神经介入医疗器械公司，凭借商业化产品及在研产品的广泛产品组合在中国神经介入市场占据领导地位，公司产品组合包括神经介入及心脏医疗器械。目前心玮医疗在中国拥有四款商业化产品和19款获批产品及在研产品。\n财报方面，美股雾芯科技、富乐客、迪尔股份有限公司将于盘前发布财报。","news_type":1,"symbols_score_info":{"159891":0.9,"NVDA":0.9,"00700":0.9,"TCEHY":0.9}},"isVote":1,"tweetType":1,"viewCount":1899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830646899,"gmtCreate":1629072596111,"gmtModify":1676529919744,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559518468531412","idStr":"3559518468531412"},"themes":[],"htmlText":"GS just bought a lot? Anyone can add on clearty please.&nbsp;","listText":"GS just bought a lot? Anyone can add on clearty please.&nbsp;","text":"GS just bought a lot? Anyone can add on clearty please.","images":[{"img":"https://static.tigerbbs.com/96b1b020b134381c558f316eed7a4dc2","width":"1080","height":"2894"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830646899","isVote":1,"tweetType":1,"viewCount":2376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":805107536,"gmtCreate":1627864052825,"gmtModify":1703496672990,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559518468531412","idStr":"3559518468531412"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NOW\">$ServiceNow(NOW)$</a>mmm","listText":"<a href=\"https://laohu8.com/S/NOW\">$ServiceNow(NOW)$</a>mmm","text":"$ServiceNow(NOW)$mmm","images":[{"img":"https://static.tigerbbs.com/61447c6cada5adaede241bcff9cd562b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805107536","isVote":1,"tweetType":1,"viewCount":2299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":800827116,"gmtCreate":1627292426435,"gmtModify":1703486923777,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559518468531412","idStr":"3559518468531412"},"themes":[],"htmlText":"Very hot ?","listText":"Very hot ?","text":"Very hot ?","images":[{"img":"https://static.tigerbbs.com/efa87e8bc3243dcf7663f9ac4c7028e0","width":"1080","height":"1971"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800827116","isVote":1,"tweetType":1,"viewCount":2608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":143768995,"gmtCreate":1625818899817,"gmtModify":1703749172888,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559518468531412","idStr":"3559518468531412"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/143768995","repostId":"1107863492","repostType":4,"repost":{"id":"1107863492","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625809099,"share":"https://ttm.financial/m/news/1107863492?lang=en_US&edition=fundamental","pubTime":"2021-07-09 13:38","market":"us","language":"zh","title":"TSMC's June sales were NT $148.47 billion, a year-on-year increase of 22.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1107863492","media":"老虎资讯综合","summary":"7月9日，台积电今天公布了2021年6月的收入报告：综合来看，2021年6月的收入为新台币1484.7亿元，同比增长22.8%；2021年1-6月的营业收入总额为新台币7345.6亿元，同比增长18.","content":"<p>July 9th,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>The revenue report for June 2021 was announced today: Taken together, revenue for June 2021 was NT $148.47 billion, a year-on-year increase of 22.8%; Total operating income from January to June 2021 was NT $734.56 billion, a year-on-year increase of 18.2%.</p><p><img src=\"https://static.tigerbbs.com/be3c0a3f53de98e1862d8d53d56338e9\" tg-width=\"1043\" tg-height=\"248\" referrerpolicy=\"no-referrer\"></p><p>Citi analysts Roland Shu and Grant Chi wrote in a recent note, \"Against the backdrop of tight production capacity, TSMC's better pricing power should largely offset margin pressures caused by huge capital expenditures. At the same time, TSMC's technology/productivity breakthroughs in EUV should widen the technology gap with peers and ensure better cost structures for cutting-edge technology nodes.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSMC's June sales were NT $148.47 billion, a year-on-year increase of 22.8%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTSMC's June sales were NT $148.47 billion, a year-on-year increase of 22.8%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-09 13:38</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>July 9th,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>The revenue report for June 2021 was announced today: Taken together, revenue for June 2021 was NT $148.47 billion, a year-on-year increase of 22.8%; Total operating income from January to June 2021 was NT $734.56 billion, a year-on-year increase of 18.2%.</p><p><img src=\"https://static.tigerbbs.com/be3c0a3f53de98e1862d8d53d56338e9\" tg-width=\"1043\" tg-height=\"248\" referrerpolicy=\"no-referrer\"></p><p>Citi analysts Roland Shu and Grant Chi wrote in a recent note, \"Against the backdrop of tight production capacity, TSMC's better pricing power should largely offset margin pressures caused by huge capital expenditures. At the same time, TSMC's technology/productivity breakthroughs in EUV should widen the technology gap with peers and ensure better cost structures for cutting-edge technology nodes.\"</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"EWT":"台湾ETF-iShares MSCI","03145":"华夏亚洲高息股","TSM":"台积电"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107863492","content_text":"7月9日，台积电今天公布了2021年6月的收入报告：综合来看，2021年6月的收入为新台币1484.7亿元，同比增长22.8%；2021年1-6月的营业收入总额为新台币7345.6亿元，同比增长18.2%。\n\n花旗分析师Roland Shu和Grant Chi在最近的一篇报告中写道，“在产能紧张的背景下，台积电更好的定价能力应该会在很大程度上抵消巨额资本支出造成的利润率压力。同时，台积电在EUV方面的技术/生产力突破应该会扩大与同行的技术差距，并确保更好的前沿技术节点成本结构。”","news_type":1,"symbols_score_info":{"03145":0.9,"TSM":0.9,"EWT":0.9,"TWmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149065458,"gmtCreate":1625695841874,"gmtModify":1703746425280,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559518468531412","idStr":"3559518468531412"},"themes":[],"htmlText":"Think I wld&nbsp;better hold well on my wallet","listText":"Think I wld&nbsp;better hold well on my wallet","text":"Think I wld better hold well on my wallet","images":[{"img":"https://static.tigerbbs.com/c5730b6ac87d5dd963b608032abd1f75","width":"1080","height":"2802"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/149065458","isVote":1,"tweetType":1,"viewCount":2596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":159153971,"gmtCreate":1624950689693,"gmtModify":1703848667445,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559518468531412","idStr":"3559518468531412"},"themes":[],"htmlText":"Dada","listText":"Dada","text":"Dada","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159153971","repostId":"2146158831","repostType":4,"repost":{"id":"2146158831","kind":"news","pubTimestamp":1624893910,"share":"https://ttm.financial/m/news/2146158831?lang=en_US&edition=fundamental","pubTime":"2021-06-28 23:25","market":"hk","language":"zh","title":"Nvidia's stock price reached US $800 for the first time and is now up more than 5%, with a total market value approaching US $500 billion","url":"https://stock-news.laohu8.com/highlight/detail?id=2146158831","media":"新浪财经","summary":"英伟达站上800美元大关，涨幅超5%，续刷历史新高。截止目前，成交金额达到52.22亿美元，总市值达到4986亿美元。","content":"<p><span><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>Standing on the $800 mark, an increase of more than 5%, continuing to hit a record high. Up to now, the transaction value has reached US $5.222 billion, and the total market value has reached US $498.6 billion.</span>Previously, Nvidia announced that it would split its shares at 1: 4 on July 20.</p>","source":"sina_symbol","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>Nvidia's stock price reached US $800 for the first time and is now up more than 5%, with a total market value approaching US $500 billion</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's stock price reached US $800 for the first time and is now up more than 5%, with a total market value approaching US $500 billion\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-06-28 23:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p><span><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>Standing on the $800 mark, an increase of more than 5%, continuing to hit a record high. Up to now, the transaction value has reached US $5.222 billion, and the total market value has reached US $498.6 billion.</span>Previously, Nvidia announced that it would split its shares at 1: 4 on July 20.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2021-06-28/doc-ikqciyzk2418178.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2021-06-28/doc-ikqciyzk2418178.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146158831","content_text":"英伟达站上800美元大关，涨幅超5%，续刷历史新高。截止目前，成交金额达到52.22亿美元，总市值达到4986亿美元。此前英伟达宣布将于7月20日1:4拆股。","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":779,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164909891,"gmtCreate":1624163551313,"gmtModify":1703829932067,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559518468531412","idStr":"3559518468531412"},"themes":[],"htmlText":"Hehe","listText":"Hehe","text":"Hehe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164909891","repostId":"2144706272","repostType":4,"repost":{"id":"2144706272","kind":"highlight","pubTimestamp":1624242918,"share":"https://ttm.financial/m/news/2144706272?lang=en_US&edition=fundamental","pubTime":"2021-06-21 10:35","market":"hk","language":"zh","title":"The first stock of new tea drinks, how much is Nayuki's tea worth?","url":"https://stock-news.laohu8.com/highlight/detail?id=2144706272","media":"格隆汇","summary":"奈雪的茶发布公告称，公司于2021年6月18日至6月23日期间招股，拟全球发售2.57亿股，其中香港公开发售占10%，国际发售占90%，另附15%超额配股权。入场费9999.8港元。本次发售价为每股1","content":"<p><a href=\"https://laohu8.com/S/02150\">Nayuki's tea</a>The announcement stated that the company will issue an IPO from June 18 to June 23, 2021, and plans to sell 257 million shares globally, of which the Hong Kong public offering accounts for 10%, the international offering accounts for 90%, and a 15% over-allotment option is attached. Admission fee is HK $9999.8. The offering price is HK $17.2-HK $19.8 per share, and Nayuki's Tea is expected to receive net proceeds from the global offering of HK $4.842 billion.</p><p>As the first stock of new tea drinks, the capital market's pursuit of Nayuki is foreseeable. However, in addition to the fever, we still roughly estimate how much Nayuki's tea should be worth, so as to have an anchor in market fluctuations.</p><p>There are three main factors that affect the company's valuation, one is growth, the other is industry structure, and the other is the company's competitiveness. The former is related to how fast a company can become bigger. The faster it grows, the higher the valuation will naturally be. The latter two are related to sustainability. Let's discuss Nayuki in these three points.</p><p>Let's talk about growth first. Growth can be divided into two points. One is the growth of the industry, and the other is the growth of the company itself. The former will help the latter.</p><p>Naixue's field is freshly made tea drinks, which can be divided into high-end (average price above 20 yuan), mid-end (average price 10-20 yuan), and low-end (average price below 10 yuan) according to the price band.</p><p>In China's tea market, judging from the situation in the past five years, the fastest growth rate is freshly made tea.<img src=\"https://static.tigerbbs.com/f2203f56643659e4dc9b78c44ffb7ac4\" tg-width=\"1080\" tg-height=\"759\" referrerpolicy=\"no-referrer\">Among freshly-made tea drinks, the best growth is high-end freshly-made tea drinks. The compound annual growth rate from 2015 to 2020 is as high as 75.8%, and the industry scale has reached 12.9 billion yuan. This growth is in line with our cognition, because we have witnessed the popularity of Naixue in recent years. According to the report of Zhuochi Consulting, high-end tea drinks will continue to grow at a high rate from 2020 to 2025, with a compound annual growth rate of 32.2%.<img src=\"https://static.tigerbbs.com/2e476f153c978a28e57f09dc34393753\" tg-width=\"1080\" tg-height=\"759\" referrerpolicy=\"no-referrer\">In this way, Naixue is on a high-growth track. What about Nayuki's own growth?</p><p>In 2015, Naixue opened its first store in Shenzhen. By the end of 2020, the number of Naixue tea stores reached 491, and as of the last executable date of the prospectus, it reached 562. The number of Nayuki tea stores at the end of 2018 and 2019 was 155 and 327 respectively.</p><p>When a store is invested, it is not only a demand flow point, but also a production capacity point. Therefore, with the expansion of the store network, Nayuki's revenue has skyrocketed. From 2018 to 2020, the revenue of all Nayuki's tea stores will be 909 million, 2.291 billion, and 2.871 billion respectively. The year-on-year growth rates in 2019 and 2020 will be 152% respectively.% and 25%.</p><p>The future growth of Nayuki's tea mainly depends on the continuous expansion of stores. Where may the ceiling of the number of stores be?</p><p>A way we can look at<a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>, Starbucks has 5,000 stores in China. The positioning of Nayuki's tea products is somewhat similar to Starbucks, so we can also say that Nayuki's tea potential space can be 5,000.</p><p>From the current point of view, Nayuki's tea has settled in more than 70 [1] cities, of which Shenzhen has the largest number of stores, with 91 stores, and the other three first-tier cities, Beijing, Shanghai, and Guangzhou, have 22, 33, and 24 stores respectively. These cities are similar in size to Shenzhen, and consumers have strong demand for high-end freshly made tea drinks. In Beijing, Shanghai and Guangzhou, the penetration rate of Nayuki's tea in other cities is even lower, and it is still blank in many cities (Starbucks has settled in 230 cities in China, China has 4 municipalities directly under the Central Government, and 293 prefecture-level cities). From this perspective, Nayuki's tea store space can be 5,000 or even higher.</p><p>From another perspective, Naixue generally likes to open in bustling business districts. There are 476 domestic first-tier cities, 1,431 second-tier cities, and 2,020 third-tier and below business districts, totaling 3,927. From this perspective, Nayuki's tea shop space can be thousands.</p><p>So in terms of growth, Nayuki is good.</p><p>But growth is just an assumption, and the reality is not a vacuum environment. Nayuki's tea family comes alone. We turn to the industry structure and Naixue's competitiveness.</p><p>In terms of industry structure, the current market concentration of high-end ready-made tea drinks is relatively high. According to data from China Insights Consulting, the high-end ready-made tea brand CR5 has a market share of 55%, of which Naixue has a market share of 18.9%, which is significantly higher than other competing products.<img src=\"https://static.tigerbbs.com/ad8c30f2650848765e8547636aebd90d\" tg-width=\"1080\" tg-height=\"496\" referrerpolicy=\"no-referrer\">After several years of development in this industry, the market share advantage of leading brands is now very obvious.</p><p>Where are the competitive barriers for high-end tea drinks?</p><p>Personally, it can be divided into three points, one is supply chain management, the other is standardized output, and the third is brand power.</p><p>Let's talk about supply chain management first. High-end freshly made tea drinks, the raw materials used include high-quality tea, fresh milk, fresh seasonal fruits, etc. For example, high-quality tea and fresh milk are fine, they have been relatively industrialized, and storage and transportation are relatively convenient, but for fresh fruits, the supply chain is much more complicated. How to ensure product quality and how to ensure storage to reduce losses are all troublesome. Taking Naixue as an example, the cost of materials accounts for about 34% of the revenue of ready-made tea drinks, of which 76% are raw materials, and the rest are packaging materials.</p><p>It can be seen that fluctuations in raw material costs have a significant impact on the profit side. In terms of product form, high-end freshly-made tea drinks do not have many entry barriers, but it is difficult to control the supply chain.<img src=\"https://static.tigerbbs.com/ffe74e2114383895b2b909fa93985900\" tg-width=\"1080\" tg-height=\"759\" referrerpolicy=\"no-referrer\">Naixue can reach this share, and its management and control in the supply chain should be ahead of its peers.</p><p>Supply chain control will also affect the second competitiveness, standardized output. But in addition to the supply chain, there are other difficulties in the standardized output of high-end tea drinks.</p><p>The coffee making process is simple and can be completed by a single person. High-end tea drinks are relatively complicated. Although the production process has a clear division of labor, it requires the participation of many people, and the processing of fresh fruits is relatively complicated. Nayuki also has on-site baking, and the process is also complicated, so the store is equipped with a large number of people.</p><p>The average staffing of Nayuki's standard stores is 21 people. In October 2020, it will focus on promoting PRO stores that remove freshly made baking, with an average staffing of about 13 people.</p><p>With many people and complex processes, training and management are difficult, which increases the difficulty of standardized output, but at the same time it also constitutes a barrier to competition.</p><p>This is also one of the reasons why domestic high-end freshly made tea drinks are basically sold directly. The supply chain is complicated, the process is complicated, and it is easy to mess around due to the liberalization of franchises, driven by huge interests.</p><p>The third point is brand power. In fact, I personally think this is important, but it is not that important. In today's society, brand power is of course important, but it doesn't seem too difficult to build an online celebrity brand. Brand power can be icing on the cake, but the core is that the first two internal forces must be hard.</p><p>Naixue has now become the leader in the industry, and these three points of competitiveness should be passed.</p><p>One thing investors may be worried about is Naixue's operating costs. Dismantling the cost, a notable feature of Naixue, Starbucks in the early days, and catering companies in Hong Kong stocks today is the high rental cost. Naixue's rental cost is 15 points, Starbucks' early stage is more than 4 points, and in Hong Kong stocks<a href=\"https://laohu8.com/S/06862\">Haidilao</a>More than 8 points,<a href=\"https://laohu8.com/S/09922\">Jiu Mao Jiu</a>Around 10 points.<img src=\"https://static.tigerbbs.com/aa3e1932cef8f2b1d56c37f72ac2576c\" tg-width=\"1080\" tg-height=\"759\" referrerpolicy=\"no-referrer\">This is mainly related to Naixue opening a large store in a bustling business district. However, the company's store-level profitability is not bad, with an operating profit margin of 16.3% in 2019 and 12.2% in 2020 due to the impact of the epidemic.<img src=\"https://static.tigerbbs.com/1b8c1faadb01599e49de8f9363252ec8\" tg-width=\"1080\" tg-height=\"496\" referrerpolicy=\"no-referrer\">As long as the store level is profitable, as the scale expands, more headquarters expenses can be amortized, thereby improving profitability. In addition, Naixue's operating costs will continue to decline in the future. This is due to the supply chain advantages of expanded scale, and the other is the rent bargaining power of improved brand power. In addition, expanding to lower-tier cities will also reduce rental costs, because the rental costs in lower-tier cities are relatively lower.</p><p>So how should Naixue value it?</p><p>From the above analysis, we can know that Naixue's business model and growth are close to those of Starbucks in the early days, and Taier, which is currently owned by Hong Kong stock Jiumaojiu. Let's compare the early Starbucks and the current valuation of restaurant stocks in Hong Kong.</p><p>Starbucks went public in June 1992. At the beginning of its listing, its market value was about US $14 million, its dynamic PE was about 53 times, and its price-to-sales ratio was 2.2 times. The number of stores that year was 165. Due to the very good growth, the valuation in 1992 and 1993 was basically maintained at around 80 times, with the highest reaching over 100 times, and the price-to-sales ratio was about 4 times to 6 times.</p><p>Hong Kong's Haidilao and Jiumaojiu, the current market value corresponds to the net profit valuation of hundreds of times in 2020, respectively. Of course, this is related to the relatively large damage to the profit side of catering companies in 2020. According to the estimated profit of securities firms in 2021, They are 35 times and 70 times respectively. If we look at the net profit in 2019, they are 73 times and 216 times respectively. Looking at the price-to-sales ratio, it corresponds to 2020, which is 6 times and 13 times respectively, and the consensus expectation of securities firms for 2021 is 3.13 times and 6.8 times respectively.</p><p>Compared with Starbucks back then, Hong Kong's valuation of Haidilao and Jiumaojiu is quite exaggerated.</p><p>Naixue is still in a period of rapid growth, and we use PS for valuation. If estimated according to the standards of Starbucks' listing that year, Naixue's total revenue in 2020 will be 3 billion, and based on 4-6 times PS, it will be between 12 billion and 18 billion.</p><p>Of course, as we said, the valuation of Starbucks in 1992 was obviously very conservative. Compared with the huge increase later, investors who got it with this valuation were really happy. Haidilao already has a large number of stores, and in this period of rapid growth, it will be more appropriate to use Jiumaojiu. Naixue is close to Taier's logic.</p><p>Because half of 2021 is now over, it may be more appropriate to use the forecast revenue estimate in 2021. Jiumaojiu is 6.8 times, and Naixue's estimated revenue in 2021 is 5.5-5.8 billion. If you give 6-7 times PS, it will be between 44 billion and 46 billion Hong Kong dollars.</p><p>Based on the offering price, Naixue is now 29.5-34 billion Hong Kong dollars, and there is still a lot of room.</p>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The first stock of new tea drinks, how much is Nayuki's tea worth?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe first stock of new tea drinks, how much is Nayuki's tea worth?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">格隆汇</strong><span class=\"h-time small\">2021-06-21 10:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/02150\">Nayuki's tea</a>The announcement stated that the company will issue an IPO from June 18 to June 23, 2021, and plans to sell 257 million shares globally, of which the Hong Kong public offering accounts for 10%, the international offering accounts for 90%, and a 15% over-allotment option is attached. Admission fee is HK $9999.8. The offering price is HK $17.2-HK $19.8 per share, and Nayuki's Tea is expected to receive net proceeds from the global offering of HK $4.842 billion.</p><p>As the first stock of new tea drinks, the capital market's pursuit of Nayuki is foreseeable. However, in addition to the fever, we still roughly estimate how much Nayuki's tea should be worth, so as to have an anchor in market fluctuations.</p><p>There are three main factors that affect the company's valuation, one is growth, the other is industry structure, and the other is the company's competitiveness. The former is related to how fast a company can become bigger. The faster it grows, the higher the valuation will naturally be. The latter two are related to sustainability. Let's discuss Nayuki in these three points.</p><p>Let's talk about growth first. Growth can be divided into two points. One is the growth of the industry, and the other is the growth of the company itself. The former will help the latter.</p><p>Naixue's field is freshly made tea drinks, which can be divided into high-end (average price above 20 yuan), mid-end (average price 10-20 yuan), and low-end (average price below 10 yuan) according to the price band.</p><p>In China's tea market, judging from the situation in the past five years, the fastest growth rate is freshly made tea.<img src=\"https://static.tigerbbs.com/f2203f56643659e4dc9b78c44ffb7ac4\" tg-width=\"1080\" tg-height=\"759\" referrerpolicy=\"no-referrer\">Among freshly-made tea drinks, the best growth is high-end freshly-made tea drinks. The compound annual growth rate from 2015 to 2020 is as high as 75.8%, and the industry scale has reached 12.9 billion yuan. This growth is in line with our cognition, because we have witnessed the popularity of Naixue in recent years. According to the report of Zhuochi Consulting, high-end tea drinks will continue to grow at a high rate from 2020 to 2025, with a compound annual growth rate of 32.2%.<img src=\"https://static.tigerbbs.com/2e476f153c978a28e57f09dc34393753\" tg-width=\"1080\" tg-height=\"759\" referrerpolicy=\"no-referrer\">In this way, Naixue is on a high-growth track. What about Nayuki's own growth?</p><p>In 2015, Naixue opened its first store in Shenzhen. By the end of 2020, the number of Naixue tea stores reached 491, and as of the last executable date of the prospectus, it reached 562. The number of Nayuki tea stores at the end of 2018 and 2019 was 155 and 327 respectively.</p><p>When a store is invested, it is not only a demand flow point, but also a production capacity point. Therefore, with the expansion of the store network, Nayuki's revenue has skyrocketed. From 2018 to 2020, the revenue of all Nayuki's tea stores will be 909 million, 2.291 billion, and 2.871 billion respectively. The year-on-year growth rates in 2019 and 2020 will be 152% respectively.% and 25%.</p><p>The future growth of Nayuki's tea mainly depends on the continuous expansion of stores. Where may the ceiling of the number of stores be?</p><p>A way we can look at<a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>, Starbucks has 5,000 stores in China. The positioning of Nayuki's tea products is somewhat similar to Starbucks, so we can also say that Nayuki's tea potential space can be 5,000.</p><p>From the current point of view, Nayuki's tea has settled in more than 70 [1] cities, of which Shenzhen has the largest number of stores, with 91 stores, and the other three first-tier cities, Beijing, Shanghai, and Guangzhou, have 22, 33, and 24 stores respectively. These cities are similar in size to Shenzhen, and consumers have strong demand for high-end freshly made tea drinks. In Beijing, Shanghai and Guangzhou, the penetration rate of Nayuki's tea in other cities is even lower, and it is still blank in many cities (Starbucks has settled in 230 cities in China, China has 4 municipalities directly under the Central Government, and 293 prefecture-level cities). From this perspective, Nayuki's tea store space can be 5,000 or even higher.</p><p>From another perspective, Naixue generally likes to open in bustling business districts. There are 476 domestic first-tier cities, 1,431 second-tier cities, and 2,020 third-tier and below business districts, totaling 3,927. From this perspective, Nayuki's tea shop space can be thousands.</p><p>So in terms of growth, Nayuki is good.</p><p>But growth is just an assumption, and the reality is not a vacuum environment. Nayuki's tea family comes alone. We turn to the industry structure and Naixue's competitiveness.</p><p>In terms of industry structure, the current market concentration of high-end ready-made tea drinks is relatively high. According to data from China Insights Consulting, the high-end ready-made tea brand CR5 has a market share of 55%, of which Naixue has a market share of 18.9%, which is significantly higher than other competing products.<img src=\"https://static.tigerbbs.com/ad8c30f2650848765e8547636aebd90d\" tg-width=\"1080\" tg-height=\"496\" referrerpolicy=\"no-referrer\">After several years of development in this industry, the market share advantage of leading brands is now very obvious.</p><p>Where are the competitive barriers for high-end tea drinks?</p><p>Personally, it can be divided into three points, one is supply chain management, the other is standardized output, and the third is brand power.</p><p>Let's talk about supply chain management first. High-end freshly made tea drinks, the raw materials used include high-quality tea, fresh milk, fresh seasonal fruits, etc. For example, high-quality tea and fresh milk are fine, they have been relatively industrialized, and storage and transportation are relatively convenient, but for fresh fruits, the supply chain is much more complicated. How to ensure product quality and how to ensure storage to reduce losses are all troublesome. Taking Naixue as an example, the cost of materials accounts for about 34% of the revenue of ready-made tea drinks, of which 76% are raw materials, and the rest are packaging materials.</p><p>It can be seen that fluctuations in raw material costs have a significant impact on the profit side. In terms of product form, high-end freshly-made tea drinks do not have many entry barriers, but it is difficult to control the supply chain.<img src=\"https://static.tigerbbs.com/ffe74e2114383895b2b909fa93985900\" tg-width=\"1080\" tg-height=\"759\" referrerpolicy=\"no-referrer\">Naixue can reach this share, and its management and control in the supply chain should be ahead of its peers.</p><p>Supply chain control will also affect the second competitiveness, standardized output. But in addition to the supply chain, there are other difficulties in the standardized output of high-end tea drinks.</p><p>The coffee making process is simple and can be completed by a single person. High-end tea drinks are relatively complicated. Although the production process has a clear division of labor, it requires the participation of many people, and the processing of fresh fruits is relatively complicated. Nayuki also has on-site baking, and the process is also complicated, so the store is equipped with a large number of people.</p><p>The average staffing of Nayuki's standard stores is 21 people. In October 2020, it will focus on promoting PRO stores that remove freshly made baking, with an average staffing of about 13 people.</p><p>With many people and complex processes, training and management are difficult, which increases the difficulty of standardized output, but at the same time it also constitutes a barrier to competition.</p><p>This is also one of the reasons why domestic high-end freshly made tea drinks are basically sold directly. The supply chain is complicated, the process is complicated, and it is easy to mess around due to the liberalization of franchises, driven by huge interests.</p><p>The third point is brand power. In fact, I personally think this is important, but it is not that important. In today's society, brand power is of course important, but it doesn't seem too difficult to build an online celebrity brand. Brand power can be icing on the cake, but the core is that the first two internal forces must be hard.</p><p>Naixue has now become the leader in the industry, and these three points of competitiveness should be passed.</p><p>One thing investors may be worried about is Naixue's operating costs. Dismantling the cost, a notable feature of Naixue, Starbucks in the early days, and catering companies in Hong Kong stocks today is the high rental cost. Naixue's rental cost is 15 points, Starbucks' early stage is more than 4 points, and in Hong Kong stocks<a href=\"https://laohu8.com/S/06862\">Haidilao</a>More than 8 points,<a href=\"https://laohu8.com/S/09922\">Jiu Mao Jiu</a>Around 10 points.<img src=\"https://static.tigerbbs.com/aa3e1932cef8f2b1d56c37f72ac2576c\" tg-width=\"1080\" tg-height=\"759\" referrerpolicy=\"no-referrer\">This is mainly related to Naixue opening a large store in a bustling business district. However, the company's store-level profitability is not bad, with an operating profit margin of 16.3% in 2019 and 12.2% in 2020 due to the impact of the epidemic.<img src=\"https://static.tigerbbs.com/1b8c1faadb01599e49de8f9363252ec8\" tg-width=\"1080\" tg-height=\"496\" referrerpolicy=\"no-referrer\">As long as the store level is profitable, as the scale expands, more headquarters expenses can be amortized, thereby improving profitability. In addition, Naixue's operating costs will continue to decline in the future. This is due to the supply chain advantages of expanded scale, and the other is the rent bargaining power of improved brand power. In addition, expanding to lower-tier cities will also reduce rental costs, because the rental costs in lower-tier cities are relatively lower.</p><p>So how should Naixue value it?</p><p>From the above analysis, we can know that Naixue's business model and growth are close to those of Starbucks in the early days, and Taier, which is currently owned by Hong Kong stock Jiumaojiu. Let's compare the early Starbucks and the current valuation of restaurant stocks in Hong Kong.</p><p>Starbucks went public in June 1992. At the beginning of its listing, its market value was about US $14 million, its dynamic PE was about 53 times, and its price-to-sales ratio was 2.2 times. The number of stores that year was 165. Due to the very good growth, the valuation in 1992 and 1993 was basically maintained at around 80 times, with the highest reaching over 100 times, and the price-to-sales ratio was about 4 times to 6 times.</p><p>Hong Kong's Haidilao and Jiumaojiu, the current market value corresponds to the net profit valuation of hundreds of times in 2020, respectively. Of course, this is related to the relatively large damage to the profit side of catering companies in 2020. According to the estimated profit of securities firms in 2021, They are 35 times and 70 times respectively. If we look at the net profit in 2019, they are 73 times and 216 times respectively. Looking at the price-to-sales ratio, it corresponds to 2020, which is 6 times and 13 times respectively, and the consensus expectation of securities firms for 2021 is 3.13 times and 6.8 times respectively.</p><p>Compared with Starbucks back then, Hong Kong's valuation of Haidilao and Jiumaojiu is quite exaggerated.</p><p>Naixue is still in a period of rapid growth, and we use PS for valuation. If estimated according to the standards of Starbucks' listing that year, Naixue's total revenue in 2020 will be 3 billion, and based on 4-6 times PS, it will be between 12 billion and 18 billion.</p><p>Of course, as we said, the valuation of Starbucks in 1992 was obviously very conservative. Compared with the huge increase later, investors who got it with this valuation were really happy. Haidilao already has a large number of stores, and in this period of rapid growth, it will be more appropriate to use Jiumaojiu. Naixue is close to Taier's logic.</p><p>Because half of 2021 is now over, it may be more appropriate to use the forecast revenue estimate in 2021. Jiumaojiu is 6.8 times, and Naixue's estimated revenue in 2021 is 5.5-5.8 billion. If you give 6-7 times PS, it will be between 44 billion and 46 billion Hong Kong dollars.</p><p>Based on the offering price, Naixue is now 29.5-34 billion Hong Kong dollars, and there is still a lot of room.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/OvCmuObBOPdLw6h6liTN2Q\">格隆汇</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7f17df5f6c218834b209936ec178db28","relate_stocks":{"02150":"奈雪的茶"},"source_url":"https://mp.weixin.qq.com/s/OvCmuObBOPdLw6h6liTN2Q","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2144706272","content_text":"奈雪的茶发布公告称，公司于2021年6月18日至6月23日期间招股，拟全球发售2.57亿股，其中香港公开发售占10%，国际发售占90%，另附15%超额配股权。入场费9999.8港元。本次发售价为每股17.2港元-19.8港元，奈雪的茶预计将取得的全球发售所得款项净额为48.42亿港元。\n作为新式茶饮第一股，资本市场对奈雪的追捧可以预见，不过发热之余，我们还是大概估下奈雪的茶应该值多少钱，也好在市场的波动中有个锚。\n影响公司估值的主要有三个方面的因素，一个是成长性，一个是行业格局，一个是公司的竞争力。前者关乎公司能以多快的速度变多大，越快成长自然给的估值越高，后面两个关乎可持续性。我们分这三点来讨论奈雪。\n先说成长性，成长性又可以分两点，一点是行业成长性，一点是公司自身的成长性，前者会为后者助力。\n奈雪所在的领域为现制茶饮，按价格带可以划分为高端(平均价格20以上)，中端(平均价格10-20)，低端(平均价格10元以下)，奈雪处在高端价格带。\n在中国茶饮市场，从过去5年的情况看，增长速度最快的是现制茶饮。而在现制茶饮里，增长最好的又是高端现制茶饮。2015年-2020年的年复合增长速度高达75.8%，行业规模达到了129亿人民币。这个成长符合我们的认知，因为这几年我们见证了奈雪的火爆。根据灼炽咨询的报告，2020年-2025年高端茶饮将继续延续高成长，年复合增速达32.2%。这样来讲，奈雪是踏在了一条高成长的赛道上。那奈雪自身的成长性呢？\n2015年奈雪在深圳开了第一间门店，到2020年底，奈雪的茶门店数量达491间，截至到招股书最后可执行日期达562间。2018年和2019年底的奈雪的茶门店数目则分别是155间和327间。\n一个店投下去，既是需求流量点，也是产能点。所以凭借门店网络的扩张，奈雪的营收扶摇直上，2018年-2020年所有奈雪的茶门店营收分别是9.09亿，22.91亿，28.71亿，2019年和2020年的同比增速分别是152%和25%。\n奈雪的茶未来成长性主要取决于门店的持续扩张，那门店数量的天花板可能在哪？\n一种我们可以看星巴克，星巴克在中国有5000家门店。奈雪的茶产品定位与星巴克有些类似，这样我们也可以说奈雪的茶潜在空间可以在5000家。\n从当前看，奈雪的茶一共入驻了70多[1] 个城市，其中深圳门店最多，91家，另外三家一线城市北京、上海、广州分别有22家、33家和24家。这些城市规模与深圳相似，消费者有对高端现制茶饮的强劲需求。在北上广如此，奈雪的茶在其他城市的渗透率就更低，在许多城市还是空白(星巴克入驻了中国230个城市，中国有4个直辖市，293个地级市)。从这个角度看，奈雪的茶开店空间是可以在5000家，甚至更高。\n从另一个角度看，奈雪一般喜欢开在繁华的商圈，这样的商圈，国内一线城市有476个，二线1431个，三线及以下2020个，共计3927个。从这个角度看，奈雪的茶门店空间是可以在在数千家。\n所以就成长性看，奈雪是不错的。\n但成长性只是一种设想，现实并非是真空环境，由奈雪的茶一家独来。我们转向看行业格局以及奈雪的竞争力。\n行业格局上，目前高端现制茶饮市场集中度相对较高。根据灼识咨询数据，高端现制茶饮品牌CR5市占率高达55%，其中奈雪的市占率为18.9%，显著高于其它竞品。这个行业经过几年的发展，现在头部品牌的市场份额优势非常明显。\n那高端茶饮的竞争壁垒在哪？\n个人来看，可以分三点，一是供应链管理，二是标准化输出，三是品牌力。\n先讲供应链管理。高端现制茶饮，用的原材料包括上乘茶叶、鲜奶、新鲜时令水果等。像上乘茶叶、鲜奶还好，已经比较工业化生产了，同时储存和运输相对方便，但新鲜水果上，供应链就要复杂得多。怎么保证产品质量，怎么保证储存减少损耗，都是麻烦。以奈雪为例，材料成本占现制茶饮营收比例为34%左右，其中76%是原材料，剩下是包装材料。\n这可以看到，原材料成本的波动对利润端的影响很显著。高端现制茶饮就产品形态来说，并没有多少进入门槛，但难在供应链管控上。奈雪能走到这个份额地步，在供应链上的管控应该是领先于同行的。\n供应链的管控也会影响到第二个竞争力，标准化输出。但除了供应链外，高端茶饮的标准化输出还有其它难点。\n咖啡的制作流程简单，单人操作就可以完成了。而高端茶饮相对要复杂，尽管制作流程分工明确，但需要多人参与，并且新鲜水果处理相对要复杂。奈雪还有现场烘焙，流程也复杂，所以门店配置的人员多。\n奈雪的标准门店平均人员配置是21人，2020年10月开始主推去掉现制烘焙的PRO店，平均人员配置大概13人。\n人多，流程复杂，培训和管理难度就大，这就增加了标准化输出的难度，但同时也构成了竞争壁垒。\n这也是国内高端现制茶饮基本走直营的原因之一。供应链复杂，流程复杂，放开加盟，巨大的利益驱使，容易乱来。\n第三点就是品牌力，其实我个人觉得这点重要，但也不是那么重要。现在这个社会，品牌力当然重要，但打造一个网红品牌似乎也不是太难。品牌力可以锦上添花，但核心还是前面两个内力要硬。\n奈雪现在做到了行业龙头，这三点竞争力应该是过关的。\n有一点投资者可能比较担心，就是奈雪的运营成本。把成本拆解一下，奈雪跟早期星巴克，跟现在港股的餐饮企业，一个显著的特点是租金成本高。奈雪的租金成本15个点，星巴克早期4个多点，港股里的海底捞8个多点，九毛九10个点左右。这主要跟奈雪开大店，开在繁华商圈有关。不过，公司门店层面的盈利能力是还不错的，经营利润率2019年有16.3%，2020年受疫情影响也有12.2%。只要门店层面是盈利的，随着规模扩大，可以摊销更多的总部费用，从而提高盈利能力。另外，奈雪未来的运营成本也会继续下降，这一是来源于规模扩大的供应链优势，二是品牌力提升的租金议价能力。另外，向低线城市扩张也会降低租金成本，因为更低线城市的租金成本相对来说要低些。\n那奈雪到底该怎么给估值呢？\n从上面的分析可以知道，奈雪的商业模式和成长性接近早期的星巴克，当前港股九毛九旗下的太二。我们比较下早期的星巴克和当前香港的餐饮股估值。\n星巴克1992年6月上市，上市之初市值大概0.14亿美元，动态PE大概53倍，市销率2.2倍。当年门店数量165家，由于非常好的成长性，1992年和1993年估值基本维持在80倍上下，最高到过100倍，市销率大概在4倍到6倍之间。\n香港的海底捞和九毛九，当前的市值对应2020年的净利润估值分别是数百倍，当然这跟2020年餐饮企业利润端破坏比较大有关，按券商对2021年的预计利润看，分别是35倍和70倍。如果以2019年的净利润看，分别是73倍和216倍。看市销率的话，对应2020年，分别是6倍和13倍，对就券商的2021年一致预期，分别是3.13倍和6.8倍。\n相比当年的星巴克，香港给海底捞和九毛九的估值是比较夸张的。\n奈雪现在仍处于高速成长期，我们用PS进行估值。如果按星巴克当年上市的标准来估，2020年奈雪的总营收是30亿，按4倍-6倍的PS，大概是120亿-180亿之间。\n当然，我们说过了，1992年星巴克的估值明显给的非常保守，相比后面的巨大涨幅，用这个估值拿到的投资人真是太幸福。海底捞的门店数量已经很多，也这了快速成长期，用九毛九会更合适，奈雪接近太二的逻辑。\n因为现在2021年已经要过去一半，用2021年的预测营收估可能更合适。九毛九是6.8倍，奈雪2021年的预计营收是55-58亿，给6倍-7倍PS的话，大概是440亿-460亿港币之间。\n按招股价算，奈雪现在是295-340亿港币，还是有很大空间的。","news_type":1,"symbols_score_info":{"02150":0.9}},"isVote":1,"tweetType":1,"viewCount":1041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164077974,"gmtCreate":1624163467498,"gmtModify":1703829928800,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559518468531412","idStr":"3559518468531412"},"themes":[],"htmlText":"En","listText":"En","text":"En","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164077974","repostId":"1168123084","repostType":4,"repost":{"id":"1168123084","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624027272,"share":"https://ttm.financial/m/news/1168123084?lang=en_US&edition=fundamental","pubTime":"2021-06-18 22:41","market":"other","language":"zh","title":"U.S. bank stocks fell across the board, Morgan Stanley and Bank of America fell more than 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1168123084","media":"老虎资讯综合","summary":"6月18日，美股银行股全线走低，摩根士丹利、美国银行跌超3%，摩根大通、高盛、花旗、富国银行跌超2%。","content":"<p>On June 18, U.S. bank stocks fell across the board.<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>、<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Fell more than 3%,<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>、<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>、<a href=\"https://laohu8.com/S/C\">Citigroup</a>、<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>Fell more than 2%.</p><p><img src=\"https://static.tigerbbs.com/df18303a57b0ffabb7ca840e5e8bc4f3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. bank stocks fell across the board, Morgan Stanley and Bank of America fell more than 3%</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{ 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. bank stocks fell across the board, Morgan Stanley and Bank of America fell more than 3%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-18 22:41</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 18, U.S. bank stocks fell across the board.<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>、<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Fell more than 3%,<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>、<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>、<a href=\"https://laohu8.com/S/C\">Citigroup</a>、<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>Fell more than 2%.</p><p><img src=\"https://static.tigerbbs.com/df18303a57b0ffabb7ca840e5e8bc4f3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"BAC":"美国银行","WFC":"富国银行","GS":"高盛","JPM":"摩根大通","C":"花旗","MS":"摩根士丹利"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168123084","content_text":"6月18日，美股银行股全线走低，摩根士丹利、美国银行跌超3%，摩根大通、高盛、花旗、富国银行跌超2%。","news_type":1,"symbols_score_info":{"JPM":0.9,"MS":0.9,"GS":0.9,"BAC":0.9,"C":0.9,"WFC":0.9}},"isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164074264,"gmtCreate":1624163448758,"gmtModify":1703829927994,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559518468531412","idStr":"3559518468531412"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164074264","repostId":"1146581762","repostType":4,"repost":{"id":"1146581762","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624032367,"share":"https://ttm.financial/m/news/1146581762?lang=en_US&edition=fundamental","pubTime":"2021-06-19 00:06","market":"hk","language":"zh","title":"JD.com released the final battle report of 618: the cumulative order amount exceeded 343.8 billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1146581762","media":"老虎资讯综合","summary":"北京时间6月19日凌晨消息，京东发布618最终战报：2021年6月1日0时至6月18日24时，2021“京东618，18周年庆”累计下单金额超3438亿元，创下新的纪录！\n这是给消费者带来最佳体验的最","content":"<p>News in the early morning of June 19th, Beijing time,<a href=\"https://laohu8.com/S/JD\">JD.com</a>The final battle report of 618 was released: From 0:00 on June 1, 2021 to 24:00 on June 18, 2021, the cumulative order amount of 2021 \"JD.com 618, 18th Anniversary Celebration\" exceeded 343.8 billion yuan, setting a new record!</p><p>This is the best proof of bringing the best experience to consumers; It is also the best result of creating a good operating environment and a large number of assistance measures to help partners achieve strong growth; It is the best embodiment of helping rural revitalization, promoting employment, reducing carbon emissions, and creating more value for society.</p><p><img src=\"https://static.tigerbbs.com/4bdbbcff030412e8bba7e0b9f389964c\" tg-width=\"630\" tg-height=\"283\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JD.com released the final battle report of 618: the cumulative order amount exceeded 343.8 billion</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJD.com released the final battle report of 618: the cumulative order amount exceeded 343.8 billion\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-19 00:06</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>News in the early morning of June 19th, Beijing time,<a href=\"https://laohu8.com/S/JD\">JD.com</a>The final battle report of 618 was released: From 0:00 on June 1, 2021 to 24:00 on June 18, 2021, the cumulative order amount of 2021 \"JD.com 618, 18th Anniversary Celebration\" exceeded 343.8 billion yuan, setting a new record!</p><p>This is the best proof of bringing the best experience to consumers; It is also the best result of creating a good operating environment and a large number of assistance measures to help partners achieve strong growth; It is the best embodiment of helping rural revitalization, promoting employment, reducing carbon emissions, and creating more value for society.</p><p><img src=\"https://static.tigerbbs.com/4bdbbcff030412e8bba7e0b9f389964c\" tg-width=\"630\" tg-height=\"283\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4bdbbcff030412e8bba7e0b9f389964c","relate_stocks":{"JD":"京东","09618":"京东集团-SW","QNETCN":"纳斯达克中美互联网老虎指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146581762","content_text":"北京时间6月19日凌晨消息，京东发布618最终战报：2021年6月1日0时至6月18日24时，2021“京东618，18周年庆”累计下单金额超3438亿元，创下新的纪录！\n这是给消费者带来最佳体验的最好印证；也是创造良好运营环境以及大量帮扶措施，帮助合作伙伴实现强劲增长的最好成果；更是助力乡村振兴、促进就业、降低碳排放，为社会创造更多价值的最好体现。","news_type":1,"symbols_score_info":{"QNETCN":0.9,"09618":0.9,"JD":0.9}},"isVote":1,"tweetType":1,"viewCount":884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162400135,"gmtCreate":1624069887027,"gmtModify":1703828132628,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559518468531412","idStr":"3559518468531412"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162400135","repostId":"2144088007","repostType":4,"repost":{"id":"2144088007","kind":"highlight","weMediaInfo":{"introduction":"豆虫财经，一级市场严肃财经媒体。创始人为中国VC/PE领域资深媒体人韦亚军，韦先生曾任职于知名第三方股权投资服务机构“ChinaVenture投中集团”，拥有数十万一级市场忠实读者。","home_visible":1,"media_name":"PE星球","id":"64","head_image":"https://static.tigerbbs.com/bfa256314ee44b7a936a419139ccb466"},"pubTimestamp":1624062900,"share":"https://ttm.financial/m/news/2144088007?lang=en_US&edition=fundamental","pubTime":"2021-06-19 08:35","market":"fut","language":"zh","title":"Soul updates IPO prospectus: Tencent holds up to 49.9% of the shares and 25.7% of the voting rights","url":"https://stock-news.laohu8.com/highlight/detail?id=2144088007","media":"PE星球","summary":"更新后的招股书显示，Soul将在此次IPO交易中发售1320万股美国存托股票，每2股美国存托股票代表3股A类普通股。招股书显示，在截至2020年12月31日的整年，Soul的营收为4.98亿元，2019年同期为7070万元，同比增长604.3%；Soul的总成本与支出为9.87亿元，同比增长165.09%；经营亏损4.89亿元，同比增长62.1%；净亏损4.88亿元，同比增长62.9%。截至2021年第一季度，Soul的月活跃用户为3320万，相比2020年同期增长109.0%；平均日活跃用户为910万，相比2020年同期增长94.4%。","content":"<p>According to reports, the social platform Soul submitted an updated IPO (initial public offering) listing application documents to the U.S. Securities and Exchange Commission (SEC) today, setting the issue price range between US $13 and US $15 per American depositary share.</p><p>The updated prospectus shows that Soul will sell 13.2 million American depositary shares in this IPO transaction, and every 2 American depositary shares represent 3 Class A ordinary shares.</p><p>In addition, Soul has granted a 30-day over-allotment option to the underwriters, authorizing them to purchase up to an additional 1.98 million American depositary shares at the IPO price less underwriting discounts and commissions. If the underwriters fully exercise the over-allotment option, Soul will raise up to $227.7 million in the deal, based on the upper end of the $15 offering price range per ADS.</p><p>Soul plans to list on the Nasdaq Global Market under the stock symbol \"SSR\", which is sponsored by<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>、<a href=\"https://laohu8.com/S/JEF\">Jefferies</a>Group, Bank of America Securities and<a href=\"https://laohu8.com/S/601995\">CICC</a>Served as the lead underwriter, Guangyuan Capital, Futu and<a href=\"https://laohu8.com/S/TIGR\">Tiger Securities</a>Acted as an associate underwriter.</p><p>According to the prospectus, for the whole year ended December 31, 2020, Soul's revenue was 498 million yuan, compared with 70.7 million yuan in the same period in 2019, a year-on-year increase of 604.3%; Soul's total costs and expenditures were 987 million yuan, a year-on-year increase of 165.09%; Operating loss was 489 million yuan, a year-on-year increase of 62.1%; The net loss was 488 million yuan, a year-on-year increase of 62.9%.</p><p>In the previous quarter ended March 31, 2021, Soul's revenue was 238 million yuan (approximately US $36.36 million), compared with 66.21 million yuan in the same period in 2020, a year-on-year increase of 259.8%; Soul's total costs and expenditures were 621 million yuan, a year-on-year increase of 419.98%; The operating loss was 382 million yuan, a year-on-year increase of 619.38%; The net loss was 382 million yuan, a year-on-year increase of 624.71%.</p><p>As of the first quarter of 2021, Soul's monthly active users were 33.2 million, an increase of 109.0% compared to the same period in 2020; The average daily active users were 9.1 million, an increase of 94.4% compared to the same period in 2020. In 2019 and 2020, Soul's average monthly active users were 11.5 million and 2.08 million, respectively; In 2019 and 2020, average daily active users were 3.3 million and 5.9 million, respectively.</p><p>In 2019 and 2020, the average number of monthly paying users was 268,900 and 929,300 respectively. The average number of monthly paying users of the application in the first quarter of 2021 reached 1.5445 million, of which the number of paying users in March was 1.7 million; In addition, the average monthly user payment rate of the application increased from 2.3% in 2019 to 4.5% in 2020, and continued to rise to 4.8% in the first quarter of 2021; The average monthly income per user was 21.9 yuan and 43.5 yuan respectively, reaching 48.6 yuan in the first quarter of this year.</p><p>In terms of ownership structure, after the successful listing, Soul management held 33.2% of the shares, of which Zhang Lu, the company's founder and CEO, held 48,607,303 ordinary shares, accounting for 32.0%, and the voting rights ratio was 65.0%; Director and chief technology officer Ming Tao holds 1,863,578 common shares, accounting for 1.2%, and the voting rights ratio is 0.6%;<a href=\"https://laohu8.com/S/00700\">Tencent</a>Through Image Frame Investment (HK) Limited, it holds 75.8072 million Class A ordinary shares of Soul, holding up to 49.9% of the shares and 25.7% of the voting rights.<img src=\"https://static.tigerbbs.com/cbf5a87480824f9a9caec9b914a91c30\" tg-width=\"550\" tg-height=\"251\" referrerpolicy=\"no-referrer\">According to public information on Soul's official website, Soul is a product design based on interest maps and gamified gameplay, and belongs to a virtual social network for a new generation of young people. Founded in 2016, Soul is dedicated to making there are no lonely people in the world. Soul App uses the relationship precipitation and retention of unknown users in the real world on the platform as positive samples, and uses machine learning to recommend high-quality new relationships that users may have based on users' social portraits and interest maps. Let every individual who comes to Soul be quickly recommended to some people and content closest to themselves in high-dimensional space, start communication at low cost, and obtain high-quality relationships.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Soul updates IPO prospectus: Tencent holds up to 49.9% of the shares and 25.7% of the voting rights</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSoul updates IPO prospectus: Tencent holds up to 49.9% of the shares and 25.7% of the voting rights\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/64\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/bfa256314ee44b7a936a419139ccb466);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">PE星球 </p>\n<p class=\"h-time smaller\">2021-06-19 08:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>According to reports, the social platform Soul submitted an updated IPO (initial public offering) listing application documents to the U.S. Securities and Exchange Commission (SEC) today, setting the issue price range between US $13 and US $15 per American depositary share.</p><p>The updated prospectus shows that Soul will sell 13.2 million American depositary shares in this IPO transaction, and every 2 American depositary shares represent 3 Class A ordinary shares.</p><p>In addition, Soul has granted a 30-day over-allotment option to the underwriters, authorizing them to purchase up to an additional 1.98 million American depositary shares at the IPO price less underwriting discounts and commissions. If the underwriters fully exercise the over-allotment option, Soul will raise up to $227.7 million in the deal, based on the upper end of the $15 offering price range per ADS.</p><p>Soul plans to list on the Nasdaq Global Market under the stock symbol \"SSR\", which is sponsored by<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>、<a href=\"https://laohu8.com/S/JEF\">Jefferies</a>Group, Bank of America Securities and<a href=\"https://laohu8.com/S/601995\">CICC</a>Served as the lead underwriter, Guangyuan Capital, Futu and<a href=\"https://laohu8.com/S/TIGR\">Tiger Securities</a>Acted as an associate underwriter.</p><p>According to the prospectus, for the whole year ended December 31, 2020, Soul's revenue was 498 million yuan, compared with 70.7 million yuan in the same period in 2019, a year-on-year increase of 604.3%; Soul's total costs and expenditures were 987 million yuan, a year-on-year increase of 165.09%; Operating loss was 489 million yuan, a year-on-year increase of 62.1%; The net loss was 488 million yuan, a year-on-year increase of 62.9%.</p><p>In the previous quarter ended March 31, 2021, Soul's revenue was 238 million yuan (approximately US $36.36 million), compared with 66.21 million yuan in the same period in 2020, a year-on-year increase of 259.8%; Soul's total costs and expenditures were 621 million yuan, a year-on-year increase of 419.98%; The operating loss was 382 million yuan, a year-on-year increase of 619.38%; The net loss was 382 million yuan, a year-on-year increase of 624.71%.</p><p>As of the first quarter of 2021, Soul's monthly active users were 33.2 million, an increase of 109.0% compared to the same period in 2020; The average daily active users were 9.1 million, an increase of 94.4% compared to the same period in 2020. In 2019 and 2020, Soul's average monthly active users were 11.5 million and 2.08 million, respectively; In 2019 and 2020, average daily active users were 3.3 million and 5.9 million, respectively.</p><p>In 2019 and 2020, the average number of monthly paying users was 268,900 and 929,300 respectively. The average number of monthly paying users of the application in the first quarter of 2021 reached 1.5445 million, of which the number of paying users in March was 1.7 million; In addition, the average monthly user payment rate of the application increased from 2.3% in 2019 to 4.5% in 2020, and continued to rise to 4.8% in the first quarter of 2021; The average monthly income per user was 21.9 yuan and 43.5 yuan respectively, reaching 48.6 yuan in the first quarter of this year.</p><p>In terms of ownership structure, after the successful listing, Soul management held 33.2% of the shares, of which Zhang Lu, the company's founder and CEO, held 48,607,303 ordinary shares, accounting for 32.0%, and the voting rights ratio was 65.0%; Director and chief technology officer Ming Tao holds 1,863,578 common shares, accounting for 1.2%, and the voting rights ratio is 0.6%;<a href=\"https://laohu8.com/S/00700\">Tencent</a>Through Image Frame Investment (HK) Limited, it holds 75.8072 million Class A ordinary shares of Soul, holding up to 49.9% of the shares and 25.7% of the voting rights.<img src=\"https://static.tigerbbs.com/cbf5a87480824f9a9caec9b914a91c30\" tg-width=\"550\" tg-height=\"251\" referrerpolicy=\"no-referrer\">According to public information on Soul's official website, Soul is a product design based on interest maps and gamified gameplay, and belongs to a virtual social network for a new generation of young people. Founded in 2016, Soul is dedicated to making there are no lonely people in the world. Soul App uses the relationship precipitation and retention of unknown users in the real world on the platform as positive samples, and uses machine learning to recommend high-quality new relationships that users may have based on users' social portraits and interest maps. Let every individual who comes to Soul be quickly recommended to some people and content closest to themselves in high-dimensional space, start communication at low cost, and obtain high-quality relationships.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f6859f4502cc56f4426b0a08e616b768","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","00700":"腾讯控股","TCEHY":"腾讯控股ADR"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144088007","content_text":"据报道，社交平台Soul今日向美国证券交易委员会（SEC）提交了更新版IPO（首次公开招股）上市申请文件，将发行价区间设定在每股美国存托股票13美元至15美元之间。\n更新后的招股书显示，Soul将在此次IPO交易中发售1320万股美国存托股票，每2股美国存托股票代表3股A类普通股。\n此外，Soul还已向承销商授予一项30天的超额配售选择权，授权承销商以IPO价格减去承销折扣和佣金的价格额外购买最多198万股美国存托股票。若承销商完全行使超额配售选择权，则按每股美国存托股票15美元的发行价区间上限计算，Soul将在此次交易中筹集最多2.277亿美元资金。\nSoul计划在纳斯达克全球市场挂牌上市，股票代码为“SSR”，由摩根士丹利、杰富瑞集团、美银证券与中金公司担任主承销商，光源资本、富途和老虎证券担任副承销商。\n招股书显示，在截至2020年12月31日的整年，Soul的营收为4.98亿元，2019年同期为7070万元，同比增长604.3%；Soul的总成本与支出为9.87亿元，同比增长165.09%；经营亏损4.89亿元，同比增长62.1%；净亏损4.88亿元，同比增长62.9%。\n在截至2021年3月31日的上一季度，Soul的营收为2.38亿元（约3636万美元），2020年同期为6621万元，同比增长259.8%；Soul的总成本与支出为6.21亿元，同比增长419.98%；经营亏损3.82亿元，同比增长619.38%；净亏损3.82亿元，同比增长624.71%。\n截至2021年第一季度，Soul的月活跃用户为3320万，相比2020年同期增长109.0%；平均日活跃用户为910万，相比2020年同期增长94.4%。2019年和2020年，Soul的平均每月活跃用户分别为1150万和208万；2019年和2020年，平均日活跃用户分别为330万和590万。\n2019年和2020年，平均每月付费用户数量分别为26.89万和92.93万，该应用2021年一季度的月均付费用户数量达到154.45万，其中，3月的付费用户数量为170万；此外，该应用月均用户付费率从2019年的2.3%增长至2020年的4.5%，2021年一季度持续上涨至4.8%；每月每平均用户收入分别为21.9元和43.5元，今年一季度达到48.6元。\n股权结构方面，成功上市后，Soul管理层持股33.2%，其中，公司创始人、首席执行官张璐持有48607303份普通股，占比32.0%，投票权比例65.0%；董事、首席技术官Ming Tao持有1863578份普通股，占比1.2%，投票权比例0.6%；腾讯通过Image Frame Investment (HK) Limited持有Soul 7580.72万股A类普通股，持股高达49.9%，拥有25.7%的投票权。据Soul官方网站的公开资料显示，Soul是基于兴趣图谱和游戏化玩法的产品设计，属于新一代年轻人的虚拟社交网络。成立于2016年，Soul 致力于让天下没有孤独的人。Soul App用现实世界中不相识的用户在平台上的关系沉淀和留存为正样本，基于用户的社交画像和兴趣图谱，通过机器学习来推荐用户可能会产生的高质量的新关系。让每一个来到Soul的个体都可以被快速推荐到一些高维空间距离自己最近的人和内容，低成本地开启交流，获得高质量的关系。","news_type":1,"symbols_score_info":{"SSR":0.9,"TCEHY":0.9,"QNETCN":0.9,"00700":0.9}},"isVote":1,"tweetType":1,"viewCount":597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168809594,"gmtCreate":1623969499118,"gmtModify":1703824776205,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559518468531412","idStr":"3559518468531412"},"themes":[],"htmlText":"Nicely raise up","listText":"Nicely raise up","text":"Nicely raise up","images":[{"img":"https://static.tigerbbs.com/c00831690a29b2b5ac9731893d74ea58","width":"1080","height":"1971"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/168809594","isVote":1,"tweetType":1,"viewCount":1104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":168175217,"gmtCreate":1623969226939,"gmtModify":1703824769772,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559518468531412","idStr":"3559518468531412"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/168175217","repostId":"1118107542","repostType":4,"repost":{"id":"1118107542","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623943021,"share":"https://ttm.financial/m/news/1118107542?lang=en_US&edition=fundamental","pubTime":"2021-06-17 23:17","market":"us","language":"zh","title":"WSB concept stocks strengthened during the session, and AMC cinemas rose more than 10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1118107542","media":"老虎资讯综合","summary":"6月17日，WSB概念股盘中走强，AMC院线涨超10%，黑莓、高斯电子、游戏驿站涨超4%。","content":"<p>On June 17, WSB concept stocks strengthened during the session.<a href=\"https://laohu8.com/S/AMC\">AMC Cinemas</a>Up more than 10%,<a href=\"https://laohu8.com/S/BBRY\">Blackberry</a>、<a href=\"https://laohu8.com/S/KOSS\">Gaussian electron</a>、<a href=\"https://laohu8.com/S/GME\">GameStop</a>Up more than 4%.</p><p><img src=\"https://static.tigerbbs.com/09113f1c85c700361ff9bd6645e89551\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>WSB concept stocks strengthened during the session, and AMC cinemas rose more than 10%</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; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWSB concept stocks strengthened during the session, and AMC cinemas rose more than 10%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-17 23:17</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 17, WSB concept stocks strengthened during the session.<a href=\"https://laohu8.com/S/AMC\">AMC Cinemas</a>Up more than 10%,<a href=\"https://laohu8.com/S/BBRY\">Blackberry</a>、<a href=\"https://laohu8.com/S/KOSS\">Gaussian electron</a>、<a href=\"https://laohu8.com/S/GME\">GameStop</a>Up more than 4%.</p><p><img src=\"https://static.tigerbbs.com/09113f1c85c700361ff9bd6645e89551\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"KOSS":"高斯电子","AMC":"AMC院线","BB":"黑莓","GME":"游戏驿站"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118107542","content_text":"6月17日，WSB概念股盘中走强，AMC院线涨超10%，黑莓、高斯电子、游戏驿站涨超4%。","news_type":1,"symbols_score_info":{"KOSS":0.9,"GME":0.9,"BB":0.9,"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163418051,"gmtCreate":1623891106973,"gmtModify":1703822594342,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559518468531412","idStr":"3559518468531412"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MDB\">$MongoDB Inc.(MDB)$</a>en lah","listText":"<a href=\"https://laohu8.com/S/MDB\">$MongoDB Inc.(MDB)$</a>en lah","text":"$MongoDB Inc.(MDB)$en lah","images":[{"img":"https://static.tigerbbs.com/9a5bb2508141a51b1ceb3276d59027d7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163418051","isVote":1,"tweetType":1,"viewCount":1033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":163413265,"gmtCreate":1623891059757,"gmtModify":1703822592228,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559518468531412","idStr":"3559518468531412"},"themes":[],"htmlText":"A","listText":"A","text":"A","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163413265","repostId":"1110822122","repostType":4,"repost":{"id":"1110822122","kind":"news","pubTimestamp":1623889384,"share":"https://ttm.financial/m/news/1110822122?lang=en_US&edition=fundamental","pubTime":"2021-06-17 08:23","market":"sh","language":"zh","title":"GM: Chip shortage continues, rising inflation will lead to a spike in costs in the second half of the year","url":"https://stock-news.laohu8.com/highlight/detail?id=1110822122","media":"腾讯网","summary":"6月17日讯，周三下午，通用汽车首席财务官保罗-雅各布森（Paul Jacobson）表示，该公司预计半导体芯片短缺将继续，同时不断上升的通货膨胀率将导致该公司今年下半年的支出至多猛增30亿美元。他表","content":"<p>June 17th, Wednesday afternoon,<a href=\"https://laohu8.com/S/GM\">General Motors</a>Chief Financial Officer Paul Jacobson said the company expects the shortage of semiconductor chips to continue, while rising inflation will cause the company's spending to soar by up to $3 billion in the second half of the year.<img src=\"https://static.tigerbbs.com/b0a91ebfe350da34c43aa0799e23f130\" tg-width=\"630\" tg-height=\"354\" referrerpolicy=\"no-referrer\">He said that the additional cost expenditure included a larger-than-expected blow from the shortage of components in the third quarter and higher commodity prices. The increase in costs will force GM to spend up to $2 billion more in the second half of this year than in the first half.</p><p>However, a large part of such a large cost increase may be offset by GM's strong performance growth in the first half of the year. Earlier on Wednesday, GM raised its adjusted pre-tax profit forecast for the first half of this year to $8.5 billion to $9.5 billion, far higher than its previous forecast of $5.5 billion.</p><p>GM pointed out that the new profit expectation is mainly due to<a href=\"https://laohu8.com/S/GFN\">General Financial</a>Better-than-expected performance, as well as recent production improvements. GM expects the company to be able to acquire some chips in the third quarter.</p><p>Jacobson said, \"In the second half of this year, supply may continue to face many challenges. However, I am satisfied with the current situation. However, I think compared with the trend we saw in the first half, there are some fundamental pressures in the second half, which may start with rising commodity prices.\"</p><p>Earlier, GM had said that it expected pre-tax profit this year to be at the \"high end\" of the range of $10 billion to $11 billion. The expectation already takes into account the potential impact of the chip shortage, which includes a loss of profits of $1.5 billion to $2 billion. So far, the automaker has not provided an updated full-year guidance.</p><p>For automakers such as General Motors, the performance in the first half of this year was significantly better than many analysts expected. As we all know, the continued shortage of chips has led to tight supply, which in turn has driven up car prices and boosted profits.</p><p>Jacobson said: \"(For the performance outlook for the second half of this year), we are definitely bullish. We intentionally do not provide full-year performance guidance, but we hope to start to figure out the chip supply trend in the third quarter, when we will report on the earnings call. Announce such guidance at the conference.\"</p><p>Jacobson also said the chip supply outlook remains very volatile. For example, he said that the recent outbreak of a new round of COVID-19 pandemic in Malaysian has disrupted the chip market. He claimed that the constrained supply of automobiles is expected to last until 2022.</p><p>\"As long as this continues, we're going to lose product supply from some key chip suppliers,\" Jacobson said. (Mina)</p>","source":"lsy1571985465872","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>GM: Chip shortage continues, rising inflation will lead to a spike in costs in the second half of the year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGM: Chip shortage continues, rising inflation will lead to a spike in costs in the second half of the year\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">腾讯网</strong><span class=\"h-time small\">2021-06-17 08:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p>June 17th, Wednesday afternoon,<a href=\"https://laohu8.com/S/GM\">General Motors</a>Chief Financial Officer Paul Jacobson said the company expects the shortage of semiconductor chips to continue, while rising inflation will cause the company's spending to soar by up to $3 billion in the second half of the year.<img src=\"https://static.tigerbbs.com/b0a91ebfe350da34c43aa0799e23f130\" tg-width=\"630\" tg-height=\"354\" referrerpolicy=\"no-referrer\">He said that the additional cost expenditure included a larger-than-expected blow from the shortage of components in the third quarter and higher commodity prices. The increase in costs will force GM to spend up to $2 billion more in the second half of this year than in the first half.</p><p>However, a large part of such a large cost increase may be offset by GM's strong performance growth in the first half of the year. Earlier on Wednesday, GM raised its adjusted pre-tax profit forecast for the first half of this year to $8.5 billion to $9.5 billion, far higher than its previous forecast of $5.5 billion.</p><p>GM pointed out that the new profit expectation is mainly due to<a href=\"https://laohu8.com/S/GFN\">General Financial</a>Better-than-expected performance, as well as recent production improvements. GM expects the company to be able to acquire some chips in the third quarter.</p><p>Jacobson said, \"In the second half of this year, supply may continue to face many challenges. However, I am satisfied with the current situation. However, I think compared with the trend we saw in the first half, there are some fundamental pressures in the second half, which may start with rising commodity prices.\"</p><p>Earlier, GM had said that it expected pre-tax profit this year to be at the \"high end\" of the range of $10 billion to $11 billion. The expectation already takes into account the potential impact of the chip shortage, which includes a loss of profits of $1.5 billion to $2 billion. So far, the automaker has not provided an updated full-year guidance.</p><p>For automakers such as General Motors, the performance in the first half of this year was significantly better than many analysts expected. As we all know, the continued shortage of chips has led to tight supply, which in turn has driven up car prices and boosted profits.</p><p>Jacobson said: \"(For the performance outlook for the second half of this year), we are definitely bullish. We intentionally do not provide full-year performance guidance, but we hope to start to figure out the chip supply trend in the third quarter, when we will report on the earnings call. Announce such guidance at the conference.\"</p><p>Jacobson also said the chip supply outlook remains very volatile. For example, he said that the recent outbreak of a new round of COVID-19 pandemic in Malaysian has disrupted the chip market. He claimed that the constrained supply of automobiles is expected to last until 2022.</p><p>\"As long as this continues, we're going to lose product supply from some key chip suppliers,\" Jacobson said. (Mina)</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://new.qq.com/omn/20210617/20210617A00WLK00.html\">腾讯网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b0a91ebfe350da34c43aa0799e23f130","relate_stocks":{"159813":"芯片"},"source_url":"https://new.qq.com/omn/20210617/20210617A00WLK00.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110822122","content_text":"6月17日讯，周三下午，通用汽车首席财务官保罗-雅各布森（Paul Jacobson）表示，该公司预计半导体芯片短缺将继续，同时不断上升的通货膨胀率将导致该公司今年下半年的支出至多猛增30亿美元。他表示，额外的成本支出包括第三季度零部件短缺催生的超过预期的打击，以及大宗商品价格上涨，成本增加将迫使通用今年下半年的支出较比上半年多出至多20亿美元。\n不过，如此大幅度的成本上涨中的一大部分，可能会被通用汽车上半年的强劲业绩增长抵消。周三早些时候，通用将今年上半年经调整后税前利润预期上调至85亿美元至95亿美元，远远高于此前预期的55亿美元。\n通用指出，新的利润预期主要归功于通用金融优于预期的业绩表现，以及近期的生产改善。通用预计，第三季度该公司将能获得一些芯片。\n雅各布森表示，“今年下半年，供应可能会继续面临诸多挑战。不过，我对目前的状况感到满意。但是，我认为，与我们在上半年看到的走势相比，下半年的确存在一些根本性压力，这种压力可能始于大宗商品价格的上涨。”\n此前，通用曾表示，该公司预计今年税前利润将居于100亿美元至110亿美元区间的“高端”。该预期已经将芯片短缺的潜在影响考虑在内，其中包括15亿美元至20亿美元的利润损失。到目前为止，这家汽车制造商尚未提供最新的全年业绩指引。\n对通用等汽车制造商来说，今年上半年的业绩表现明显好于很多分析师的预期。众所周知，芯片持续短缺导致供应紧张，进而拉高汽车价格，助推利润上升。\n雅各布森说：“（对于今年下半年业绩前景），我们肯定看涨。我们有意不提供全年业绩指引，但是我们希望在第三季度能够开始弄清楚芯片供应走势，届时我们会在财报电话会议上公布此类指引。”\n雅各布森还表示，芯片供应前景仍然非常不稳定。他举例称，近期，马来西亚爆发的新一轮新冠疫情扰乱了芯片市场。他声称，汽车供应受限的状况预计将持续至2022年。\n雅各布森说：“只要这种情况持续存在，我们就会失去一些关键芯片供应商的产品供应。”（米娜）","news_type":1,"symbols_score_info":{"159813":0.9}},"isVote":1,"tweetType":1,"viewCount":639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160532489,"gmtCreate":1623801584541,"gmtModify":1703819687927,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559518468531412","idStr":"3559518468531412"},"themes":[],"htmlText":"Wonderful","listText":"Wonderful","text":"Wonderful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/160532489","repostId":"2143360763","repostType":4,"repost":{"id":"2143360763","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623787989,"share":"https://ttm.financial/m/news/2143360763?lang=en_US&edition=fundamental","pubTime":"2021-06-16 04:13","market":"us","language":"zh","title":"Oracle's fourth-quarter revenue was US $11.2 billion, and net profit increased by 22% year-on-year","url":"https://stock-news.laohu8.com/highlight/detail?id=2143360763","media":"老虎资讯综合","summary":"北京时间6月16日凌晨消息，据报道，甲骨文今天发布了2021财年第四财季及全年财报。报告显示，甲骨文第四财季总营收为112.27亿美元，与上年同期的104.40亿美元相比增长8%，不计入汇率变动的影响为同比增长4%；净利润为40.33亿美元，与上年同期的31.16亿美元相比增长29%，不计入汇率变动的影响为同比增长22%。","content":"<p>After the U.S. stock market closed on June 15, Eastern Time, according to reports,<a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>The fourth quarter and full-year financial reports for fiscal year 2021 were released today. The report shows that,<a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>Total revenue in the fourth fiscal quarter was US $11.227 billion, an increase of 8% compared with US $10.440 billion in the same period last year, and a year-on-year increase of 4% excluding the impact of exchange rate changes; Net profit was US $4.033 billion, an increase of 29% compared with US $3.116 billion in the same period last year, and a year-on-year increase of 22% excluding the impact of exchange rate changes.<img src=\"https://static.tigerbbs.com/977e5cc1c52b09d8cafce5170a9468a8\" tg-width=\"997\" tg-height=\"810\"></p><p>After the financial report was announced, Oracle's share price fell 4.85% to $77.68 after hours.<img src=\"https://static.tigerbbs.com/93ed1542a9b208964c786b7ffb31263f\" tg-width=\"696\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Oracle's fourth-quarter revenue was US $11.2 billion, and net profit increased by 22% year-on-year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOracle's fourth-quarter revenue was US $11.2 billion, and net profit increased by 22% year-on-year\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-16 04:13</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>After the U.S. stock market closed on June 15, Eastern Time, according to reports,<a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>The fourth quarter and full-year financial reports for fiscal year 2021 were released today. The report shows that,<a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>Total revenue in the fourth fiscal quarter was US $11.227 billion, an increase of 8% compared with US $10.440 billion in the same period last year, and a year-on-year increase of 4% excluding the impact of exchange rate changes; Net profit was US $4.033 billion, an increase of 29% compared with US $3.116 billion in the same period last year, and a year-on-year increase of 22% excluding the impact of exchange rate changes.<img src=\"https://static.tigerbbs.com/977e5cc1c52b09d8cafce5170a9468a8\" tg-width=\"997\" tg-height=\"810\"></p><p>After the financial report was announced, Oracle's share price fell 4.85% to $77.68 after hours.<img src=\"https://static.tigerbbs.com/93ed1542a9b208964c786b7ffb31263f\" tg-width=\"696\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e2f7ba96b23ae5db1d550c4627c3d360","relate_stocks":{"ORCL":"甲骨文"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143360763","content_text":"美东时间6月15日美股盘后，据报道，甲骨文今天发布了2021财年第四财季及全年财报。报告显示，甲骨文第四财季总营收为112.27亿美元，与上年同期的104.40亿美元相比增长8%，不计入汇率变动的影响为同比增长4%；净利润为40.33亿美元，与上年同期的31.16亿美元相比增长29%，不计入汇率变动的影响为同比增长22%。\n财报公布后，甲骨文盘后股价跌4.85%，报77.68美元。","news_type":1,"symbols_score_info":{"ORCL":0.9}},"isVote":1,"tweetType":1,"viewCount":998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":160532489,"gmtCreate":1623801584541,"gmtModify":1703819687927,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"Wonderful","listText":"Wonderful","text":"Wonderful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/160532489","repostId":"2143360763","repostType":4,"repost":{"id":"2143360763","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623787989,"share":"https://ttm.financial/m/news/2143360763?lang=en_US&edition=fundamental","pubTime":"2021-06-16 04:13","market":"us","language":"zh","title":"Oracle's fourth-quarter revenue was US $11.2 billion, and net profit increased by 22% year-on-year","url":"https://stock-news.laohu8.com/highlight/detail?id=2143360763","media":"老虎资讯综合","summary":"北京时间6月16日凌晨消息，据报道，甲骨文今天发布了2021财年第四财季及全年财报。报告显示，甲骨文第四财季总营收为112.27亿美元，与上年同期的104.40亿美元相比增长8%，不计入汇率变动的影响为同比增长4%；净利润为40.33亿美元，与上年同期的31.16亿美元相比增长29%，不计入汇率变动的影响为同比增长22%。","content":"<p>After the U.S. stock market closed on June 15, Eastern Time, according to reports,<a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>The fourth quarter and full-year financial reports for fiscal year 2021 were released today. The report shows that,<a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>Total revenue in the fourth fiscal quarter was US $11.227 billion, an increase of 8% compared with US $10.440 billion in the same period last year, and a year-on-year increase of 4% excluding the impact of exchange rate changes; Net profit was US $4.033 billion, an increase of 29% compared with US $3.116 billion in the same period last year, and a year-on-year increase of 22% excluding the impact of exchange rate changes.<img src=\"https://static.tigerbbs.com/977e5cc1c52b09d8cafce5170a9468a8\" tg-width=\"997\" tg-height=\"810\"></p><p>After the financial report was announced, Oracle's share price fell 4.85% to $77.68 after hours.<img src=\"https://static.tigerbbs.com/93ed1542a9b208964c786b7ffb31263f\" tg-width=\"696\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Oracle's fourth-quarter revenue was US $11.2 billion, and net profit increased by 22% year-on-year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOracle's fourth-quarter revenue was US $11.2 billion, and net profit increased by 22% year-on-year\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-16 04:13</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>After the U.S. stock market closed on June 15, Eastern Time, according to reports,<a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>The fourth quarter and full-year financial reports for fiscal year 2021 were released today. The report shows that,<a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>Total revenue in the fourth fiscal quarter was US $11.227 billion, an increase of 8% compared with US $10.440 billion in the same period last year, and a year-on-year increase of 4% excluding the impact of exchange rate changes; Net profit was US $4.033 billion, an increase of 29% compared with US $3.116 billion in the same period last year, and a year-on-year increase of 22% excluding the impact of exchange rate changes.<img src=\"https://static.tigerbbs.com/977e5cc1c52b09d8cafce5170a9468a8\" tg-width=\"997\" tg-height=\"810\"></p><p>After the financial report was announced, Oracle's share price fell 4.85% to $77.68 after hours.<img src=\"https://static.tigerbbs.com/93ed1542a9b208964c786b7ffb31263f\" tg-width=\"696\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e2f7ba96b23ae5db1d550c4627c3d360","relate_stocks":{"ORCL":"甲骨文"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143360763","content_text":"美东时间6月15日美股盘后，据报道，甲骨文今天发布了2021财年第四财季及全年财报。报告显示，甲骨文第四财季总营收为112.27亿美元，与上年同期的104.40亿美元相比增长8%，不计入汇率变动的影响为同比增长4%；净利润为40.33亿美元，与上年同期的31.16亿美元相比增长29%，不计入汇率变动的影响为同比增长22%。\n财报公布后，甲骨文盘后股价跌4.85%，报77.68美元。","news_type":1,"symbols_score_info":{"ORCL":0.9}},"isVote":1,"tweetType":1,"viewCount":998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168175217,"gmtCreate":1623969226939,"gmtModify":1703824769772,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/168175217","repostId":"1118107542","repostType":4,"repost":{"id":"1118107542","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623943021,"share":"https://ttm.financial/m/news/1118107542?lang=en_US&edition=fundamental","pubTime":"2021-06-17 23:17","market":"us","language":"zh","title":"WSB concept stocks strengthened during the session, and AMC cinemas rose more than 10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1118107542","media":"老虎资讯综合","summary":"6月17日，WSB概念股盘中走强，AMC院线涨超10%，黑莓、高斯电子、游戏驿站涨超4%。","content":"<p>On June 17, WSB concept stocks strengthened during the session.<a href=\"https://laohu8.com/S/AMC\">AMC Cinemas</a>Up more than 10%,<a href=\"https://laohu8.com/S/BBRY\">Blackberry</a>、<a href=\"https://laohu8.com/S/KOSS\">Gaussian electron</a>、<a href=\"https://laohu8.com/S/GME\">GameStop</a>Up more than 4%.</p><p><img src=\"https://static.tigerbbs.com/09113f1c85c700361ff9bd6645e89551\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>WSB concept stocks strengthened during the session, and AMC cinemas rose more than 10%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWSB concept stocks strengthened during the session, and AMC cinemas rose more than 10%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-17 23:17</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 17, WSB concept stocks strengthened during the session.<a href=\"https://laohu8.com/S/AMC\">AMC Cinemas</a>Up more than 10%,<a href=\"https://laohu8.com/S/BBRY\">Blackberry</a>、<a href=\"https://laohu8.com/S/KOSS\">Gaussian electron</a>、<a href=\"https://laohu8.com/S/GME\">GameStop</a>Up more than 4%.</p><p><img src=\"https://static.tigerbbs.com/09113f1c85c700361ff9bd6645e89551\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"KOSS":"高斯电子","AMC":"AMC院线","BB":"黑莓","GME":"游戏驿站"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118107542","content_text":"6月17日，WSB概念股盘中走强，AMC院线涨超10%，黑莓、高斯电子、游戏驿站涨超4%。","news_type":1,"symbols_score_info":{"KOSS":0.9,"GME":0.9,"BB":0.9,"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":306852836,"gmtCreate":1604358236925,"gmtModify":1704955672977,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"CGC, it's time to enter.&nbsp;","listText":"CGC, it's time to enter.&nbsp;","text":"CGC, it's time to enter.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/306852836","isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","text":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","html":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005511095,"gmtCreate":1642345853166,"gmtModify":1676533702899,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"Haha","listText":"Haha","text":"Haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005511095","repostId":"1126777532","repostType":4,"isVote":1,"tweetType":1,"viewCount":2687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830645638,"gmtCreate":1629072766324,"gmtModify":1676529919799,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"Ya","listText":"Ya","text":"Ya","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830645638","repostId":"1138361386","repostType":4,"repost":{"id":"1138361386","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629069339,"share":"https://ttm.financial/m/news/1138361386?lang=en_US&edition=fundamental","pubTime":"2021-08-16 07:15","market":"sh","language":"zh","title":"Preview: Tencent, Nvidia and other financial reports are coming! Xinwei Medical goes public on Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=1138361386","media":"老虎资讯综合","summary":"摘要：\n\n 事件方面：十三届全国人大常委会第三十次会议在京举行，将审议个人信息保护法草案、人口与计划生育法修正草案等多项草案。美联储主席鲍威尔等官员将发表讲话，还有市场普遍关注的美联储会议纪要。\n\n\n","content":"<p>Summary:</p><p>Events: The 30th meeting of the Standing Committee of the 13th National People's Congress was held in Beijing, and a number of drafts such as the draft personal information protection law and the draft amendment to the Population and Family Planning Law will be reviewed. Officials such as Federal Reserve Chairman Jerome Powell will deliver speeches, as well as minutes of the Federal Reserve meeting that are widely watched by the market. In terms of data: Investors can pay attention to China's release of industrial added value in July, retail sales of consumer goods and LPR interest rate data in August; The United States will release July industrial output data and retail sales data, which is known as the horror data. Financial report:<a href=\"https://laohu8.com/S/02382\">Sunny Optical Technology</a>、<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>Roblox,<a href=\"https://laohu8.com/S/01361\">361 deg</a>、<a href=\"https://laohu8.com/S/WMT\">Walmart</a>Sea<a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>、<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>、<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>、<a href=\"https://laohu8.com/S/06969\">Smol International</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/MNSO\">MINISO</a>, Wuxin Technology and other companies have successively announced financial reports.<b>Monday (August 16) Keywords: China's industrial added value in July, China's consumer goods retail sales in July, Sunny Optical Technology/Tencent Music/Roblox financial report</b><img src=\"https://static.tigerbbs.com/558a064cb01ab82f49938c8ef655a6b7\" tg-width=\"631\" tg-height=\"435\" referrerpolicy=\"no-referrer\"><b>On Monday, the market focused on China's July industrial added value and China's July consumer goods retail sales data.</b>As the first data to reflect economic activity released since the latest wave of epidemic outbreak, China's economic activity indicators in July will show the impact of the epidemic on the economy.</p><p><b>In terms of financial reports, Hong Kong stocks<a href=\"https://laohu8.com/S/02382\">Sunny Optical Technology</a>、<a href=\"https://laohu8.com/S/00772\">Reading Group</a>Will release earnings; Before the U.S. stock market,<a href=\"https://laohu8.com/S/NIU\">Mavericks Electric</a>、<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>、<a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>, after the US stock market closed,<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>、<a href=\"https://laohu8.com/S/RBLX\">Roblox Corporation</a>Wait for the company to announce its financial report.</b></p><p><b>Tuesday (August 17) Keywords: U.S. retail sales in July, U.S. industrial output in July, Federal Reserve Chairman Powell's speech</b><img src=\"https://static.tigerbbs.com/2139a3b25a5de5bee7343e46f9035bc2\" tg-width=\"618\" tg-height=\"357\" referrerpolicy=\"no-referrer\"><b>The focus of investors on Tuesday will be U.S. retail sales data for July.</b></p><p>Nominal retail sales growth in July will lag consumer prices, indicating a weak start to the third quarter for inflation-adjusted spending on goods. Analysts believe that currently, sales levels are more important than growth rates. Consumer spending on goods is falling from levels well above pre-pandemic levels. As a result, the current forecast is that consumer spending growth will slow to around 5% in the third quarter from 11.8% annualized in the second quarter. Retail sales will be below April highs. As the chart below shows, stimulus checks drove March-April sales.</p><p><b>Markets will also focus on U.S. industrial output data for July on Tuesday.</b></p><p>Analysts expect a strong rebound in industrial output in July, mainly in manufacturing. An atypical pattern of auto parts shutdowns may lead to seasonally adjusted production increases this month, although parts shortages have limited overall output values.</p><p>Something to watch out for Wednesday's New York session<b>Speech by Federal Reserve Chairman Jerome Powell</b>。 Powell will attend a virtual town hall meeting attended by educators and students, where markets are currently expected to be unlikely to release new policy information, but still need to watch out for unexpected situations.</p><p><b>The 30th meeting of the Standing Committee of the 13th National People's Congress was held in Beijing from August 17th to 20th, and will review a number of drafts such as the draft personal information protection law and the draft amendment to the population and family planning law.</b></p><p><b>In terms of financial reports, Hong Kong stocks<a href=\"https://laohu8.com/S/01361\">361 deg</a>Will release earnings; US stocks<a href=\"https://laohu8.com/S/WMT\">Walmart</a>、<a href=\"https://laohu8.com/S/HUYA\">Tiger Tooth</a>、<a href=\"https://laohu8.com/S/HD\">Home Depot</a>、<a href=\"https://laohu8.com/S/SE\">Sea Limited</a>Will release earnings before the market opens.</b></p><p><b>Wednesday (August 18) Keywords: New Zealand Federal Reserve interest rate decision, UK July CPI, Federal Reserve meeting minutes</b><img src=\"https://static.tigerbbs.com/9decfe7f038cae8ca2caab2f5c0eaa56\" tg-width=\"631\" tg-height=\"826\" referrerpolicy=\"no-referrer\"><b>During the new york session on Wednesday, investors can pay attention to the U.S. housing market data and the minutes of the Federal Reserve meeting.</b></p><p>Strong demand and low inventory have allowed the housing market to continue to face price pressures and limited potential buyers. The home buying boom in the University of Michigan's August consumer sentiment report hit its lowest level since the 1981-82 recession. In addition to journeymen, builders continue to face shortages of materials and building plots.</p><p>Powell is likely to wait until the Jackson Hole meeting later this month to talk about policy issues, but the minutes of the July 27-28 FOMC meeting may provide clues as to whether there are more details on QE tapering at the Jackson Hole meeting on August 26-28. A series of hawkish statements from the Federal Reserve laid the foundation for early rather than delayed QE reduction; Recent data, including the July CPI, and the risks posed by Covid-19 variants, tend to favor delaying clearer signals until the September meeting.</p><p><b>In terms of financial reports, Hong Kong stocks<a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>、<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>、<a href=\"https://laohu8.com/S/06186\">China Feihe</a>Will release earnings; US stocks<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>、<a href=\"https://laohu8.com/S/CSCO\">Cisco</a>The financial report will be released after the market closes,<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/ADI\">Yadeno</a>Will release earnings before the market opens.</b></p><p><b>Thursday (August 19) Keywords: changes in the number of weekly initial jobless claims in the United States, Smore International/Bilibili/Miniso.</b><img src=\"https://static.tigerbbs.com/80efb3bdc0d9a89a4a05a00c400addae\" tg-width=\"631\" tg-height=\"281\" referrerpolicy=\"no-referrer\">Investors on Thursday focused on the weekly U.S. report<b>Changes in initial jobless claims.</b></p><p>So far, there have been very limited signs of layoffs caused by the Delta strain. Some people don't go to restaurants, but overall restaurant reservations remain steady. California is currently seeing the fastest rise in cases, with a huge jump in initial jobless claims the previous week. However, analysts still expect limited impact on national data in the near term, and risks tend to erupt locally.</p><p><b>The minutes of the FOMC meeting in the early hours of Thursday morning are expected to be the focus of market discussion throughout the week.</b></p><p>Any discussion of scaling back the $120 billion bond-buying program will dig the seesaw in tech growth stocks and reflation concept stocks. Sam Stovall, chief investment strategist at CFRA, explained that the greater significance of the Fed's recent actions lies in communicating with the market in advance. By giving different Taper methods, the reduction situation is always the primary consideration for investors. When the day finally comes, the market won't feel any panic.</p><p><b>In terms of financial reports, Hong Kong stocks<a href=\"https://laohu8.com/S/06969\">Smol International</a>、<a href=\"https://laohu8.com/S/02057\">ZTO Express-SW</a>Will release earnings; Before the U.S. stock market,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/MNSO\">MINISO</a>、<a href=\"https://laohu8.com/S/EL\">Estee Lauder</a>、<a href=\"https://laohu8.com/S/M\">Macy's</a>Will release earnings.</b></p><p><b>Friday (August 20) Keywords: China's August LPR,<a href=\"https://laohu8.com/S/06609\">Xinwei Medical-B</a>Hong Kong stock listing, Wuxin Technology financial report.</b><img src=\"https://static.tigerbbs.com/f753b6f578332550a1fc8d2ed94da12f\" tg-width=\"630\" tg-height=\"434\" referrerpolicy=\"no-referrer\">Investors can watch out for Friday's Asian session<b>China's LPR in August</b>[Loan market quoted interest rate]</p><p>Analysts expect China's loan market quotation rate to remain steady in August, although market expectations for lower loan market quotation rates have risen after the central bank cut the reserve requirement ratio across the board last month. The 1-year LPR (the reference rate for banks to lend to businesses) is likely to remain stable at 3.85%. The 5-year LPR (mortgage reference rate) is likely to hold steady at 4.65%.</p><p><b>In terms of new stocks, innovative neurointerventional medical device companies<a href=\"https://laohu8.com/S/06609\">Xinwei Medical-B</a>It will officially land on the Hong Kong Stock Exchange on Friday, with an issue price of HK $160-171 per share, with 50 shares per lot.</b>Xinwei Medical is an innovative neurointerventional medical device company that occupies a leading position in the Chinese neurointerventional market with a broad product portfolio of commercial products and products under development. The company's product portfolio includes neurointerventional and cardiac medical devices. Currently, Xinwei Medical has four commercial products and 19 approved products and products under development in China.</p><p><b>In terms of financial reports, US stocks<a href=\"https://laohu8.com/S/RLX\">Fog Core Technology</a>、<a href=\"https://laohu8.com/S/FL\">Fuleke</a>、<a href=\"https://laohu8.com/S/DE\">Deere Inc</a>Will release earnings before the market opens.</b></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Preview: Tencent, Nvidia and other financial reports are coming! Xinwei Medical goes public on Friday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPreview: Tencent, Nvidia and other financial reports are coming! Xinwei Medical goes public on Friday\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-08-16 07:15</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Summary:</p><p>Events: The 30th meeting of the Standing Committee of the 13th National People's Congress was held in Beijing, and a number of drafts such as the draft personal information protection law and the draft amendment to the Population and Family Planning Law will be reviewed. Officials such as Federal Reserve Chairman Jerome Powell will deliver speeches, as well as minutes of the Federal Reserve meeting that are widely watched by the market. In terms of data: Investors can pay attention to China's release of industrial added value in July, retail sales of consumer goods and LPR interest rate data in August; The United States will release July industrial output data and retail sales data, which is known as the horror data. Financial report:<a href=\"https://laohu8.com/S/02382\">Sunny Optical Technology</a>、<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>Roblox,<a href=\"https://laohu8.com/S/01361\">361 deg</a>、<a href=\"https://laohu8.com/S/WMT\">Walmart</a>Sea<a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>、<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>、<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>、<a href=\"https://laohu8.com/S/06969\">Smol International</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/MNSO\">MINISO</a>, Wuxin Technology and other companies have successively announced financial reports.<b>Monday (August 16) Keywords: China's industrial added value in July, China's consumer goods retail sales in July, Sunny Optical Technology/Tencent Music/Roblox financial report</b><img src=\"https://static.tigerbbs.com/558a064cb01ab82f49938c8ef655a6b7\" tg-width=\"631\" tg-height=\"435\" referrerpolicy=\"no-referrer\"><b>On Monday, the market focused on China's July industrial added value and China's July consumer goods retail sales data.</b>As the first data to reflect economic activity released since the latest wave of epidemic outbreak, China's economic activity indicators in July will show the impact of the epidemic on the economy.</p><p><b>In terms of financial reports, Hong Kong stocks<a href=\"https://laohu8.com/S/02382\">Sunny Optical Technology</a>、<a href=\"https://laohu8.com/S/00772\">Reading Group</a>Will release earnings; Before the U.S. stock market,<a href=\"https://laohu8.com/S/NIU\">Mavericks Electric</a>、<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>、<a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>, after the US stock market closed,<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>、<a href=\"https://laohu8.com/S/RBLX\">Roblox Corporation</a>Wait for the company to announce its financial report.</b></p><p><b>Tuesday (August 17) Keywords: U.S. retail sales in July, U.S. industrial output in July, Federal Reserve Chairman Powell's speech</b><img src=\"https://static.tigerbbs.com/2139a3b25a5de5bee7343e46f9035bc2\" tg-width=\"618\" tg-height=\"357\" referrerpolicy=\"no-referrer\"><b>The focus of investors on Tuesday will be U.S. retail sales data for July.</b></p><p>Nominal retail sales growth in July will lag consumer prices, indicating a weak start to the third quarter for inflation-adjusted spending on goods. Analysts believe that currently, sales levels are more important than growth rates. Consumer spending on goods is falling from levels well above pre-pandemic levels. As a result, the current forecast is that consumer spending growth will slow to around 5% in the third quarter from 11.8% annualized in the second quarter. Retail sales will be below April highs. As the chart below shows, stimulus checks drove March-April sales.</p><p><b>Markets will also focus on U.S. industrial output data for July on Tuesday.</b></p><p>Analysts expect a strong rebound in industrial output in July, mainly in manufacturing. An atypical pattern of auto parts shutdowns may lead to seasonally adjusted production increases this month, although parts shortages have limited overall output values.</p><p>Something to watch out for Wednesday's New York session<b>Speech by Federal Reserve Chairman Jerome Powell</b>。 Powell will attend a virtual town hall meeting attended by educators and students, where markets are currently expected to be unlikely to release new policy information, but still need to watch out for unexpected situations.</p><p><b>The 30th meeting of the Standing Committee of the 13th National People's Congress was held in Beijing from August 17th to 20th, and will review a number of drafts such as the draft personal information protection law and the draft amendment to the population and family planning law.</b></p><p><b>In terms of financial reports, Hong Kong stocks<a href=\"https://laohu8.com/S/01361\">361 deg</a>Will release earnings; US stocks<a href=\"https://laohu8.com/S/WMT\">Walmart</a>、<a href=\"https://laohu8.com/S/HUYA\">Tiger Tooth</a>、<a href=\"https://laohu8.com/S/HD\">Home Depot</a>、<a href=\"https://laohu8.com/S/SE\">Sea Limited</a>Will release earnings before the market opens.</b></p><p><b>Wednesday (August 18) Keywords: New Zealand Federal Reserve interest rate decision, UK July CPI, Federal Reserve meeting minutes</b><img src=\"https://static.tigerbbs.com/9decfe7f038cae8ca2caab2f5c0eaa56\" tg-width=\"631\" tg-height=\"826\" referrerpolicy=\"no-referrer\"><b>During the new york session on Wednesday, investors can pay attention to the U.S. housing market data and the minutes of the Federal Reserve meeting.</b></p><p>Strong demand and low inventory have allowed the housing market to continue to face price pressures and limited potential buyers. The home buying boom in the University of Michigan's August consumer sentiment report hit its lowest level since the 1981-82 recession. In addition to journeymen, builders continue to face shortages of materials and building plots.</p><p>Powell is likely to wait until the Jackson Hole meeting later this month to talk about policy issues, but the minutes of the July 27-28 FOMC meeting may provide clues as to whether there are more details on QE tapering at the Jackson Hole meeting on August 26-28. A series of hawkish statements from the Federal Reserve laid the foundation for early rather than delayed QE reduction; Recent data, including the July CPI, and the risks posed by Covid-19 variants, tend to favor delaying clearer signals until the September meeting.</p><p><b>In terms of financial reports, Hong Kong stocks<a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>、<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>、<a href=\"https://laohu8.com/S/06186\">China Feihe</a>Will release earnings; US stocks<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>、<a href=\"https://laohu8.com/S/CSCO\">Cisco</a>The financial report will be released after the market closes,<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/ADI\">Yadeno</a>Will release earnings before the market opens.</b></p><p><b>Thursday (August 19) Keywords: changes in the number of weekly initial jobless claims in the United States, Smore International/Bilibili/Miniso.</b><img src=\"https://static.tigerbbs.com/80efb3bdc0d9a89a4a05a00c400addae\" tg-width=\"631\" tg-height=\"281\" referrerpolicy=\"no-referrer\">Investors on Thursday focused on the weekly U.S. report<b>Changes in initial jobless claims.</b></p><p>So far, there have been very limited signs of layoffs caused by the Delta strain. Some people don't go to restaurants, but overall restaurant reservations remain steady. California is currently seeing the fastest rise in cases, with a huge jump in initial jobless claims the previous week. However, analysts still expect limited impact on national data in the near term, and risks tend to erupt locally.</p><p><b>The minutes of the FOMC meeting in the early hours of Thursday morning are expected to be the focus of market discussion throughout the week.</b></p><p>Any discussion of scaling back the $120 billion bond-buying program will dig the seesaw in tech growth stocks and reflation concept stocks. Sam Stovall, chief investment strategist at CFRA, explained that the greater significance of the Fed's recent actions lies in communicating with the market in advance. By giving different Taper methods, the reduction situation is always the primary consideration for investors. When the day finally comes, the market won't feel any panic.</p><p><b>In terms of financial reports, Hong Kong stocks<a href=\"https://laohu8.com/S/06969\">Smol International</a>、<a href=\"https://laohu8.com/S/02057\">ZTO Express-SW</a>Will release earnings; Before the U.S. stock market,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/MNSO\">MINISO</a>、<a href=\"https://laohu8.com/S/EL\">Estee Lauder</a>、<a href=\"https://laohu8.com/S/M\">Macy's</a>Will release earnings.</b></p><p><b>Friday (August 20) Keywords: China's August LPR,<a href=\"https://laohu8.com/S/06609\">Xinwei Medical-B</a>Hong Kong stock listing, Wuxin Technology financial report.</b><img src=\"https://static.tigerbbs.com/f753b6f578332550a1fc8d2ed94da12f\" tg-width=\"630\" tg-height=\"434\" referrerpolicy=\"no-referrer\">Investors can watch out for Friday's Asian session<b>China's LPR in August</b>[Loan market quoted interest rate]</p><p>Analysts expect China's loan market quotation rate to remain steady in August, although market expectations for lower loan market quotation rates have risen after the central bank cut the reserve requirement ratio across the board last month. The 1-year LPR (the reference rate for banks to lend to businesses) is likely to remain stable at 3.85%. The 5-year LPR (mortgage reference rate) is likely to hold steady at 4.65%.</p><p><b>In terms of new stocks, innovative neurointerventional medical device companies<a href=\"https://laohu8.com/S/06609\">Xinwei Medical-B</a>It will officially land on the Hong Kong Stock Exchange on Friday, with an issue price of HK $160-171 per share, with 50 shares per lot.</b>Xinwei Medical is an innovative neurointerventional medical device company that occupies a leading position in the Chinese neurointerventional market with a broad product portfolio of commercial products and products under development. The company's product portfolio includes neurointerventional and cardiac medical devices. Currently, Xinwei Medical has four commercial products and 19 approved products and products under development in China.</p><p><b>In terms of financial reports, US stocks<a href=\"https://laohu8.com/S/RLX\">Fog Core Technology</a>、<a href=\"https://laohu8.com/S/FL\">Fuleke</a>、<a href=\"https://laohu8.com/S/DE\">Deere Inc</a>Will release earnings before the market opens.</b></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","relate_stocks":{"159891":"医疗","NVDA":"英伟达","TCEHY":"腾讯控股ADR","00700":"腾讯控股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138361386","content_text":"摘要：\n\n 事件方面：十三届全国人大常委会第三十次会议在京举行，将审议个人信息保护法草案、人口与计划生育法修正草案等多项草案。美联储主席鲍威尔等官员将发表讲话，还有市场普遍关注的美联储会议纪要。\n\n\n 数据方面：投资者可关注中国将公布7月工业增加值、社会消费品零售数据和 8月LPR利率数据；美国将出炉7月工业产出数据和 有着恐怖数据之称的零售销售数据。\n\n\n 财报方面： 舜宇光学科技、 腾讯音乐、Roblox、361度、 沃尔玛、Sea、 腾讯控股、吉利汽车、英伟达、 思摩尔国际、 哔哩哔哩、 名创优品、雾芯科技等公司陆续公布财报。\n\n周一（8月16日）关键词：中国7月工业增加值、中国7月社会消费品零售、舜宇光学科技/腾讯音乐/Roblox财报周一市场关注的焦点在于中国的中国7月工业增加值和中国7月社会消费品零售数据。作为最新一波疫情爆发以来最先发布的反映经济活动的数据，中国7月经济活动指标将显示疫情给经济造成的影响。\n财报方面，港股舜宇光学科技、阅文集团将发布财报；美股盘前，小牛电动、知乎、斗鱼，美股盘后，腾讯音乐、Roblox Corporation等公司将公布财报。\n周二（8月17日）关键词：美国7月零售销售、美国7月工业产出、美联储主席鲍威尔讲话周二投资者关注的焦点将是美国7月份零售销售数据。\n7月的名义零售销售增速将落后于消费者价格，表明通胀调整后商品支出第三季度开局疲软。分析师认为，当前，销售额水平比增长率更重要。商品消费支出正在从远超疫情前的水平回落。因此，目前的预测是第三季度消费支出增速将从第二季度11.8%的年化增速放缓至5%左右。零售销售将低于4月高点。如下图所示，刺激支票推动了3月-4月的销售额。\n周二市场还将关注美国7月工业产出数据。\n分析师预计7月工业产值将出现强劲反弹，主要集中在制造业。汽车零部件停产的非典型模式可能会导致季节性调整后的产量在本月出现增长，尽管零部件短缺限制了整体产值。\n周三纽约时段还需留意美联储主席鲍威尔的讲话。鲍威尔将出席由教育工作者和学生参加的虚拟市政厅会议，市场目前预计不太可能在这里发布新的政策信息，但仍需提防意外情况。\n十三届全国人大常委会第三十次会议8月17日至20日在京举行，将审议个人信息保护法草案、人口与计划生育法修正草案等多项草案。\n财报方面，港股361度将发布财报；美股沃尔玛、虎牙、家得宝、Sea Limited将于盘前发布财报。\n周三（8月18日）关键词：新西兰联储利率决议、英国7月CPI、美联储会议纪要周三纽约时段，投资者可以留意美国的房地产市场数据和美联储会议纪要。\n强劲需求和低库存使得房地产市场继续面对价格压力和有限的潜在买家。密歇根大学8月份消费者信心报告中的住宅购买景气触及1981-82年经济衰退以来的最低水平。除了熟练工，建筑商继续面临材料和建筑地块的短缺。\n鲍威尔很可能会等到本月晚些时候杰克逊霍尔会议上谈论政策问题，但7月27-28日FOMC会议的纪要可能提供线索，预示在8月26日至28日的杰克逊霍尔会议上是否有更多QE减码的细节。一连串的美联储鹰派表态为及早而非推迟QE减码打下基础；最近的数据（包括7月CPI）和Covid-19变种带来的风险，倾向于支持将更明确的信号推迟到9月会议。\n财报方面，港股腾讯控股、吉利汽车、中国飞鹤将发布财报；美股英伟达、思科将于盘后发布财报，微博、亚德诺将于盘前发布财报。\n周四（8月19日）关键词：美国每周初请失业金人数变动、思摩尔国际/哔哩哔哩/名创优品。周四投资者重点留意美国每周公布一次的初请失业金人数变动。\n目前为止，德尔塔毒株引发裁员的迹象非常有限。一些人不去餐馆，但总体而言餐馆预订保持稳定。加州目前的病例增长最快，前一周的首次申领失业救济人数大幅增加。不过，分析师仍然预计近期对全国数据的影响有限，风险倾向于局部爆发。\n周四凌晨的FOMC会议纪要料将成为整周市场的谈论焦点。\n任何有关缩减1200亿美元债券购买计划的讨论都将拨动科技成长股和「再通胀」概念股的跷跷板。CFRA首席投资策略分析师Sam Stovall解读称，美联储近期的动作更大的意义在于提前与市场沟通，通过给出不同Taper的方式，使得缩减的情形始终是投资者首要考虑的因素。等到这一天最终来临时，市场不会感到任何恐慌。\n财报方面，港股思摩尔国际、中通快递-SW将发布财报；美股盘前，哔哩哔哩、名创优品、雅诗兰黛、梅西百货将发布财报。\n周五（8月20日）关键词：中国8月LPR、心玮医疗-B港股上市、雾芯科技财报。周五亚洲时段，投资者可以留意一下中国8月份的LPR(贷款市场报价利率)\n分析师预计8月份中国贷款市场报价利率将持稳，尽管在上月央行全面降准后，市场对贷款市场报价利率走低的预期上升。1年期LPR（银行向企业贷款的参考利率）可能会维稳于3.85%。5年期LPR（抵押贷款参考利率）可能会持稳于4.65%。\n新股方面，创新型神经介入医疗器械公司心玮医疗-B将于周五正式登陆港交所，每股发行价160-171港元，每手50股。心玮医疗是一家创新型神经介入医疗器械公司，凭借商业化产品及在研产品的广泛产品组合在中国神经介入市场占据领导地位，公司产品组合包括神经介入及心脏医疗器械。目前心玮医疗在中国拥有四款商业化产品和19款获批产品及在研产品。\n财报方面，美股雾芯科技、富乐客、迪尔股份有限公司将于盘前发布财报。","news_type":1,"symbols_score_info":{"159891":0.9,"NVDA":0.9,"00700":0.9,"TCEHY":0.9}},"isVote":1,"tweetType":1,"viewCount":1899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366560219,"gmtCreate":1614513268631,"gmtModify":1704772188437,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FROG\">$JFrog Ltd(FROG)$</a>think it's time to buy more","listText":"<a href=\"https://laohu8.com/S/FROG\">$JFrog Ltd(FROG)$</a>think it's time to buy more","text":"$JFrog Ltd(FROG)$think it's time to buy more","images":[{"img":"https://static.tigerbbs.com/6d9abf134a0e60d371b3a8cd958684ee","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366560219","isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":382215026,"gmtCreate":1613451120265,"gmtModify":1704880602302,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a>Disruptive tech that would change our day to day life. It means it's booming of course accomplished by force competition.&nbsp;","listText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a>Disruptive tech that would change our day to day life. It means it's booming of course accomplished by force competition.&nbsp;","text":"$Opendoor Technologies Inc(OPEN)$Disruptive tech that would change our day to day life. It means it's booming of course accomplished by force competition.","images":[{"img":"https://static.tigerbbs.com/269842797fdfb792bb3479c77be0dd8d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382215026","isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9005511913,"gmtCreate":1642345879393,"gmtModify":1676533702907,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005511913","repostId":"1119435888","repostType":4,"repost":{"id":"1119435888","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1641877579,"share":"https://ttm.financial/m/news/1119435888?lang=en_US&edition=fundamental","pubTime":"2022-01-11 13:06","market":"uk","language":"zh","title":"Reminder: On January 17, Martin Luther King Jr. Day, U.S. stocks will be closed for one day","url":"https://stock-news.laohu8.com/highlight/detail?id=1119435888","media":"老虎资讯综合","summary":"2022年1月17日（下周一），因马丁·路德·金纪念日，美股休市一天。港股、A股、英股、澳大利亚和新加坡股市均照常交易。【背景简介】马丁·路德·金（Martin Luther King, Jr，192","content":"<p><html><head></head><body>On January 17, 2022 (next Monday), the U.S. stock market will be closed for one day due to Martin Luther King Jr. Day.</p><p>Hong Kong stocks, A-shares, British stocks, Australian and Singapore stock markets all traded as usual.</p><p><b>[Background Introduction]</b></p><p>Martin Luther King, Jr (January 15, 1929-April 4, 1968) was an African-American pastor, social activist, and leader of the black civil rights movement. The third Monday in January every year is Martin Luther King Jr. Day, a federal holiday in the United States. It is one of three statutory holidays in the United States that honor individuals, the other two being \"Columbus Day\", and \"Presidents' Day\" that honors former presidents Abraham Lincoln and George Washington.</p><p>U.S. schools, government, and federal agencies are closed on this day. There will be a memorial service and memorial service on Monday. On the Sunday before that, pastors in all areas will give special sermons to remind everyone of Martin Luther King Jr. 's life of pursuing peace.</p><p><img src=\"https://static.tigerbbs.com/a20806b6a04306399445ed6d5d60d1e4\" tg-width=\"732\" tg-height=\"549\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: On January 17, Martin Luther King Jr. Day, U.S. stocks will be closed for one day</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReminder: On January 17, Martin Luther King Jr. Day, U.S. stocks will be closed for one day\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-01-11 13:06</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On January 17, 2022 (next Monday), the U.S. stock market will be closed for one day due to Martin Luther King Jr. Day.</p><p>Hong Kong stocks, A-shares, British stocks, Australian and Singapore stock markets all traded as usual.</p><p><b>[Background Introduction]</b></p><p>Martin Luther King, Jr (January 15, 1929-April 4, 1968) was an African-American pastor, social activist, and leader of the black civil rights movement. The third Monday in January every year is Martin Luther King Jr. Day, a federal holiday in the United States. It is one of three statutory holidays in the United States that honor individuals, the other two being \"Columbus Day\", and \"Presidents' Day\" that honors former presidents Abraham Lincoln and George Washington.</p><p>U.S. schools, government, and federal agencies are closed on this day. There will be a memorial service and memorial service on Monday. On the Sunday before that, pastors in all areas will give special sermons to remind everyone of Martin Luther King Jr. 's life of pursuing peace.</p><p><img src=\"https://static.tigerbbs.com/a20806b6a04306399445ed6d5d60d1e4\" tg-width=\"732\" tg-height=\"549\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a20806b6a04306399445ed6d5d60d1e4","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119435888","content_text":"2022年1月17日（下周一），因马丁·路德·金纪念日，美股休市一天。港股、A股、英股、澳大利亚和新加坡股市均照常交易。【背景简介】马丁·路德·金（Martin Luther King, Jr，1929年1月15日—1968年4月4日），非裔美国人，美国牧师、社会活动家、黑人民权运动领袖。每年1月的第三个星期一，是美国联邦法定假日——马丁·路德·金纪念日。这是美国三个纪念个人的法定假日之一，另外两个是“哥伦布日”，和纪念前总统亚伯拉罕·林肯和乔治·华盛顿的“总统节”。美国学校、政府和联邦机构在这一天都不开放。星期一会有追思仪式及纪念仪式。而在此之前的星期日，所有地区的牧师都会进行特殊布道，提醒每个人缅怀马丁·路德·金追求和平的一生。","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163418051,"gmtCreate":1623891106973,"gmtModify":1703822594342,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MDB\">$MongoDB Inc.(MDB)$</a>en lah","listText":"<a href=\"https://laohu8.com/S/MDB\">$MongoDB Inc.(MDB)$</a>en lah","text":"$MongoDB Inc.(MDB)$en lah","images":[{"img":"https://static.tigerbbs.com/9a5bb2508141a51b1ceb3276d59027d7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163418051","isVote":1,"tweetType":1,"viewCount":1033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":159153971,"gmtCreate":1624950689693,"gmtModify":1703848667445,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"Dada","listText":"Dada","text":"Dada","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159153971","repostId":"2146158831","repostType":4,"repost":{"id":"2146158831","kind":"news","pubTimestamp":1624893910,"share":"https://ttm.financial/m/news/2146158831?lang=en_US&edition=fundamental","pubTime":"2021-06-28 23:25","market":"hk","language":"zh","title":"Nvidia's stock price reached US $800 for the first time and is now up more than 5%, with a total market value approaching US $500 billion","url":"https://stock-news.laohu8.com/highlight/detail?id=2146158831","media":"新浪财经","summary":"英伟达站上800美元大关，涨幅超5%，续刷历史新高。截止目前，成交金额达到52.22亿美元，总市值达到4986亿美元。","content":"<p><span><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>Standing on the $800 mark, an increase of more than 5%, continuing to hit a record high. Up to now, the transaction value has reached US $5.222 billion, and the total market value has reached US $498.6 billion.</span>Previously, Nvidia announced that it would split its shares at 1: 4 on July 20.</p>","source":"sina_symbol","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>Nvidia's stock price reached US $800 for the first time and is now up more than 5%, with a total market value approaching US $500 billion</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's stock price reached US $800 for the first time and is now up more than 5%, with a total market value approaching US $500 billion\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-06-28 23:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p><span><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>Standing on the $800 mark, an increase of more than 5%, continuing to hit a record high. Up to now, the transaction value has reached US $5.222 billion, and the total market value has reached US $498.6 billion.</span>Previously, Nvidia announced that it would split its shares at 1: 4 on July 20.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2021-06-28/doc-ikqciyzk2418178.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2021-06-28/doc-ikqciyzk2418178.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146158831","content_text":"英伟达站上800美元大关，涨幅超5%，续刷历史新高。截止目前，成交金额达到52.22亿美元，总市值达到4986亿美元。此前英伟达宣布将于7月20日1:4拆股。","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":779,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164909891,"gmtCreate":1624163551313,"gmtModify":1703829932067,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"Hehe","listText":"Hehe","text":"Hehe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164909891","repostId":"2144706272","repostType":4,"repost":{"id":"2144706272","kind":"highlight","pubTimestamp":1624242918,"share":"https://ttm.financial/m/news/2144706272?lang=en_US&edition=fundamental","pubTime":"2021-06-21 10:35","market":"hk","language":"zh","title":"The first stock of new tea drinks, how much is Nayuki's tea worth?","url":"https://stock-news.laohu8.com/highlight/detail?id=2144706272","media":"格隆汇","summary":"奈雪的茶发布公告称，公司于2021年6月18日至6月23日期间招股，拟全球发售2.57亿股，其中香港公开发售占10%，国际发售占90%，另附15%超额配股权。入场费9999.8港元。本次发售价为每股1","content":"<p><a href=\"https://laohu8.com/S/02150\">Nayuki's tea</a>The announcement stated that the company will issue an IPO from June 18 to June 23, 2021, and plans to sell 257 million shares globally, of which the Hong Kong public offering accounts for 10%, the international offering accounts for 90%, and a 15% over-allotment option is attached. Admission fee is HK $9999.8. The offering price is HK $17.2-HK $19.8 per share, and Nayuki's Tea is expected to receive net proceeds from the global offering of HK $4.842 billion.</p><p>As the first stock of new tea drinks, the capital market's pursuit of Nayuki is foreseeable. However, in addition to the fever, we still roughly estimate how much Nayuki's tea should be worth, so as to have an anchor in market fluctuations.</p><p>There are three main factors that affect the company's valuation, one is growth, the other is industry structure, and the other is the company's competitiveness. The former is related to how fast a company can become bigger. The faster it grows, the higher the valuation will naturally be. The latter two are related to sustainability. Let's discuss Nayuki in these three points.</p><p>Let's talk about growth first. Growth can be divided into two points. One is the growth of the industry, and the other is the growth of the company itself. The former will help the latter.</p><p>Naixue's field is freshly made tea drinks, which can be divided into high-end (average price above 20 yuan), mid-end (average price 10-20 yuan), and low-end (average price below 10 yuan) according to the price band.</p><p>In China's tea market, judging from the situation in the past five years, the fastest growth rate is freshly made tea.<img src=\"https://static.tigerbbs.com/f2203f56643659e4dc9b78c44ffb7ac4\" tg-width=\"1080\" tg-height=\"759\" referrerpolicy=\"no-referrer\">Among freshly-made tea drinks, the best growth is high-end freshly-made tea drinks. The compound annual growth rate from 2015 to 2020 is as high as 75.8%, and the industry scale has reached 12.9 billion yuan. This growth is in line with our cognition, because we have witnessed the popularity of Naixue in recent years. According to the report of Zhuochi Consulting, high-end tea drinks will continue to grow at a high rate from 2020 to 2025, with a compound annual growth rate of 32.2%.<img src=\"https://static.tigerbbs.com/2e476f153c978a28e57f09dc34393753\" tg-width=\"1080\" tg-height=\"759\" referrerpolicy=\"no-referrer\">In this way, Naixue is on a high-growth track. What about Nayuki's own growth?</p><p>In 2015, Naixue opened its first store in Shenzhen. By the end of 2020, the number of Naixue tea stores reached 491, and as of the last executable date of the prospectus, it reached 562. The number of Nayuki tea stores at the end of 2018 and 2019 was 155 and 327 respectively.</p><p>When a store is invested, it is not only a demand flow point, but also a production capacity point. Therefore, with the expansion of the store network, Nayuki's revenue has skyrocketed. From 2018 to 2020, the revenue of all Nayuki's tea stores will be 909 million, 2.291 billion, and 2.871 billion respectively. The year-on-year growth rates in 2019 and 2020 will be 152% respectively.% and 25%.</p><p>The future growth of Nayuki's tea mainly depends on the continuous expansion of stores. Where may the ceiling of the number of stores be?</p><p>A way we can look at<a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>, Starbucks has 5,000 stores in China. The positioning of Nayuki's tea products is somewhat similar to Starbucks, so we can also say that Nayuki's tea potential space can be 5,000.</p><p>From the current point of view, Nayuki's tea has settled in more than 70 [1] cities, of which Shenzhen has the largest number of stores, with 91 stores, and the other three first-tier cities, Beijing, Shanghai, and Guangzhou, have 22, 33, and 24 stores respectively. These cities are similar in size to Shenzhen, and consumers have strong demand for high-end freshly made tea drinks. In Beijing, Shanghai and Guangzhou, the penetration rate of Nayuki's tea in other cities is even lower, and it is still blank in many cities (Starbucks has settled in 230 cities in China, China has 4 municipalities directly under the Central Government, and 293 prefecture-level cities). From this perspective, Nayuki's tea store space can be 5,000 or even higher.</p><p>From another perspective, Naixue generally likes to open in bustling business districts. There are 476 domestic first-tier cities, 1,431 second-tier cities, and 2,020 third-tier and below business districts, totaling 3,927. From this perspective, Nayuki's tea shop space can be thousands.</p><p>So in terms of growth, Nayuki is good.</p><p>But growth is just an assumption, and the reality is not a vacuum environment. Nayuki's tea family comes alone. We turn to the industry structure and Naixue's competitiveness.</p><p>In terms of industry structure, the current market concentration of high-end ready-made tea drinks is relatively high. According to data from China Insights Consulting, the high-end ready-made tea brand CR5 has a market share of 55%, of which Naixue has a market share of 18.9%, which is significantly higher than other competing products.<img src=\"https://static.tigerbbs.com/ad8c30f2650848765e8547636aebd90d\" tg-width=\"1080\" tg-height=\"496\" referrerpolicy=\"no-referrer\">After several years of development in this industry, the market share advantage of leading brands is now very obvious.</p><p>Where are the competitive barriers for high-end tea drinks?</p><p>Personally, it can be divided into three points, one is supply chain management, the other is standardized output, and the third is brand power.</p><p>Let's talk about supply chain management first. High-end freshly made tea drinks, the raw materials used include high-quality tea, fresh milk, fresh seasonal fruits, etc. For example, high-quality tea and fresh milk are fine, they have been relatively industrialized, and storage and transportation are relatively convenient, but for fresh fruits, the supply chain is much more complicated. How to ensure product quality and how to ensure storage to reduce losses are all troublesome. Taking Naixue as an example, the cost of materials accounts for about 34% of the revenue of ready-made tea drinks, of which 76% are raw materials, and the rest are packaging materials.</p><p>It can be seen that fluctuations in raw material costs have a significant impact on the profit side. In terms of product form, high-end freshly-made tea drinks do not have many entry barriers, but it is difficult to control the supply chain.<img src=\"https://static.tigerbbs.com/ffe74e2114383895b2b909fa93985900\" tg-width=\"1080\" tg-height=\"759\" referrerpolicy=\"no-referrer\">Naixue can reach this share, and its management and control in the supply chain should be ahead of its peers.</p><p>Supply chain control will also affect the second competitiveness, standardized output. But in addition to the supply chain, there are other difficulties in the standardized output of high-end tea drinks.</p><p>The coffee making process is simple and can be completed by a single person. High-end tea drinks are relatively complicated. Although the production process has a clear division of labor, it requires the participation of many people, and the processing of fresh fruits is relatively complicated. Nayuki also has on-site baking, and the process is also complicated, so the store is equipped with a large number of people.</p><p>The average staffing of Nayuki's standard stores is 21 people. In October 2020, it will focus on promoting PRO stores that remove freshly made baking, with an average staffing of about 13 people.</p><p>With many people and complex processes, training and management are difficult, which increases the difficulty of standardized output, but at the same time it also constitutes a barrier to competition.</p><p>This is also one of the reasons why domestic high-end freshly made tea drinks are basically sold directly. The supply chain is complicated, the process is complicated, and it is easy to mess around due to the liberalization of franchises, driven by huge interests.</p><p>The third point is brand power. In fact, I personally think this is important, but it is not that important. In today's society, brand power is of course important, but it doesn't seem too difficult to build an online celebrity brand. Brand power can be icing on the cake, but the core is that the first two internal forces must be hard.</p><p>Naixue has now become the leader in the industry, and these three points of competitiveness should be passed.</p><p>One thing investors may be worried about is Naixue's operating costs. Dismantling the cost, a notable feature of Naixue, Starbucks in the early days, and catering companies in Hong Kong stocks today is the high rental cost. Naixue's rental cost is 15 points, Starbucks' early stage is more than 4 points, and in Hong Kong stocks<a href=\"https://laohu8.com/S/06862\">Haidilao</a>More than 8 points,<a href=\"https://laohu8.com/S/09922\">Jiu Mao Jiu</a>Around 10 points.<img src=\"https://static.tigerbbs.com/aa3e1932cef8f2b1d56c37f72ac2576c\" tg-width=\"1080\" tg-height=\"759\" referrerpolicy=\"no-referrer\">This is mainly related to Naixue opening a large store in a bustling business district. However, the company's store-level profitability is not bad, with an operating profit margin of 16.3% in 2019 and 12.2% in 2020 due to the impact of the epidemic.<img src=\"https://static.tigerbbs.com/1b8c1faadb01599e49de8f9363252ec8\" tg-width=\"1080\" tg-height=\"496\" referrerpolicy=\"no-referrer\">As long as the store level is profitable, as the scale expands, more headquarters expenses can be amortized, thereby improving profitability. In addition, Naixue's operating costs will continue to decline in the future. This is due to the supply chain advantages of expanded scale, and the other is the rent bargaining power of improved brand power. In addition, expanding to lower-tier cities will also reduce rental costs, because the rental costs in lower-tier cities are relatively lower.</p><p>So how should Naixue value it?</p><p>From the above analysis, we can know that Naixue's business model and growth are close to those of Starbucks in the early days, and Taier, which is currently owned by Hong Kong stock Jiumaojiu. Let's compare the early Starbucks and the current valuation of restaurant stocks in Hong Kong.</p><p>Starbucks went public in June 1992. At the beginning of its listing, its market value was about US $14 million, its dynamic PE was about 53 times, and its price-to-sales ratio was 2.2 times. The number of stores that year was 165. Due to the very good growth, the valuation in 1992 and 1993 was basically maintained at around 80 times, with the highest reaching over 100 times, and the price-to-sales ratio was about 4 times to 6 times.</p><p>Hong Kong's Haidilao and Jiumaojiu, the current market value corresponds to the net profit valuation of hundreds of times in 2020, respectively. Of course, this is related to the relatively large damage to the profit side of catering companies in 2020. According to the estimated profit of securities firms in 2021, They are 35 times and 70 times respectively. If we look at the net profit in 2019, they are 73 times and 216 times respectively. Looking at the price-to-sales ratio, it corresponds to 2020, which is 6 times and 13 times respectively, and the consensus expectation of securities firms for 2021 is 3.13 times and 6.8 times respectively.</p><p>Compared with Starbucks back then, Hong Kong's valuation of Haidilao and Jiumaojiu is quite exaggerated.</p><p>Naixue is still in a period of rapid growth, and we use PS for valuation. If estimated according to the standards of Starbucks' listing that year, Naixue's total revenue in 2020 will be 3 billion, and based on 4-6 times PS, it will be between 12 billion and 18 billion.</p><p>Of course, as we said, the valuation of Starbucks in 1992 was obviously very conservative. Compared with the huge increase later, investors who got it with this valuation were really happy. Haidilao already has a large number of stores, and in this period of rapid growth, it will be more appropriate to use Jiumaojiu. Naixue is close to Taier's logic.</p><p>Because half of 2021 is now over, it may be more appropriate to use the forecast revenue estimate in 2021. Jiumaojiu is 6.8 times, and Naixue's estimated revenue in 2021 is 5.5-5.8 billion. If you give 6-7 times PS, it will be between 44 billion and 46 billion Hong Kong dollars.</p><p>Based on the offering price, Naixue is now 29.5-34 billion Hong Kong dollars, and there is still a lot of room.</p>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The first stock of new tea drinks, how much is Nayuki's tea worth?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe first stock of new tea drinks, how much is Nayuki's tea worth?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">格隆汇</strong><span class=\"h-time small\">2021-06-21 10:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/02150\">Nayuki's tea</a>The announcement stated that the company will issue an IPO from June 18 to June 23, 2021, and plans to sell 257 million shares globally, of which the Hong Kong public offering accounts for 10%, the international offering accounts for 90%, and a 15% over-allotment option is attached. Admission fee is HK $9999.8. The offering price is HK $17.2-HK $19.8 per share, and Nayuki's Tea is expected to receive net proceeds from the global offering of HK $4.842 billion.</p><p>As the first stock of new tea drinks, the capital market's pursuit of Nayuki is foreseeable. However, in addition to the fever, we still roughly estimate how much Nayuki's tea should be worth, so as to have an anchor in market fluctuations.</p><p>There are three main factors that affect the company's valuation, one is growth, the other is industry structure, and the other is the company's competitiveness. The former is related to how fast a company can become bigger. The faster it grows, the higher the valuation will naturally be. The latter two are related to sustainability. Let's discuss Nayuki in these three points.</p><p>Let's talk about growth first. Growth can be divided into two points. One is the growth of the industry, and the other is the growth of the company itself. The former will help the latter.</p><p>Naixue's field is freshly made tea drinks, which can be divided into high-end (average price above 20 yuan), mid-end (average price 10-20 yuan), and low-end (average price below 10 yuan) according to the price band.</p><p>In China's tea market, judging from the situation in the past five years, the fastest growth rate is freshly made tea.<img src=\"https://static.tigerbbs.com/f2203f56643659e4dc9b78c44ffb7ac4\" tg-width=\"1080\" tg-height=\"759\" referrerpolicy=\"no-referrer\">Among freshly-made tea drinks, the best growth is high-end freshly-made tea drinks. The compound annual growth rate from 2015 to 2020 is as high as 75.8%, and the industry scale has reached 12.9 billion yuan. This growth is in line with our cognition, because we have witnessed the popularity of Naixue in recent years. According to the report of Zhuochi Consulting, high-end tea drinks will continue to grow at a high rate from 2020 to 2025, with a compound annual growth rate of 32.2%.<img src=\"https://static.tigerbbs.com/2e476f153c978a28e57f09dc34393753\" tg-width=\"1080\" tg-height=\"759\" referrerpolicy=\"no-referrer\">In this way, Naixue is on a high-growth track. What about Nayuki's own growth?</p><p>In 2015, Naixue opened its first store in Shenzhen. By the end of 2020, the number of Naixue tea stores reached 491, and as of the last executable date of the prospectus, it reached 562. The number of Nayuki tea stores at the end of 2018 and 2019 was 155 and 327 respectively.</p><p>When a store is invested, it is not only a demand flow point, but also a production capacity point. Therefore, with the expansion of the store network, Nayuki's revenue has skyrocketed. From 2018 to 2020, the revenue of all Nayuki's tea stores will be 909 million, 2.291 billion, and 2.871 billion respectively. The year-on-year growth rates in 2019 and 2020 will be 152% respectively.% and 25%.</p><p>The future growth of Nayuki's tea mainly depends on the continuous expansion of stores. Where may the ceiling of the number of stores be?</p><p>A way we can look at<a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>, Starbucks has 5,000 stores in China. The positioning of Nayuki's tea products is somewhat similar to Starbucks, so we can also say that Nayuki's tea potential space can be 5,000.</p><p>From the current point of view, Nayuki's tea has settled in more than 70 [1] cities, of which Shenzhen has the largest number of stores, with 91 stores, and the other three first-tier cities, Beijing, Shanghai, and Guangzhou, have 22, 33, and 24 stores respectively. These cities are similar in size to Shenzhen, and consumers have strong demand for high-end freshly made tea drinks. In Beijing, Shanghai and Guangzhou, the penetration rate of Nayuki's tea in other cities is even lower, and it is still blank in many cities (Starbucks has settled in 230 cities in China, China has 4 municipalities directly under the Central Government, and 293 prefecture-level cities). From this perspective, Nayuki's tea store space can be 5,000 or even higher.</p><p>From another perspective, Naixue generally likes to open in bustling business districts. There are 476 domestic first-tier cities, 1,431 second-tier cities, and 2,020 third-tier and below business districts, totaling 3,927. From this perspective, Nayuki's tea shop space can be thousands.</p><p>So in terms of growth, Nayuki is good.</p><p>But growth is just an assumption, and the reality is not a vacuum environment. Nayuki's tea family comes alone. We turn to the industry structure and Naixue's competitiveness.</p><p>In terms of industry structure, the current market concentration of high-end ready-made tea drinks is relatively high. According to data from China Insights Consulting, the high-end ready-made tea brand CR5 has a market share of 55%, of which Naixue has a market share of 18.9%, which is significantly higher than other competing products.<img src=\"https://static.tigerbbs.com/ad8c30f2650848765e8547636aebd90d\" tg-width=\"1080\" tg-height=\"496\" referrerpolicy=\"no-referrer\">After several years of development in this industry, the market share advantage of leading brands is now very obvious.</p><p>Where are the competitive barriers for high-end tea drinks?</p><p>Personally, it can be divided into three points, one is supply chain management, the other is standardized output, and the third is brand power.</p><p>Let's talk about supply chain management first. High-end freshly made tea drinks, the raw materials used include high-quality tea, fresh milk, fresh seasonal fruits, etc. For example, high-quality tea and fresh milk are fine, they have been relatively industrialized, and storage and transportation are relatively convenient, but for fresh fruits, the supply chain is much more complicated. How to ensure product quality and how to ensure storage to reduce losses are all troublesome. Taking Naixue as an example, the cost of materials accounts for about 34% of the revenue of ready-made tea drinks, of which 76% are raw materials, and the rest are packaging materials.</p><p>It can be seen that fluctuations in raw material costs have a significant impact on the profit side. In terms of product form, high-end freshly-made tea drinks do not have many entry barriers, but it is difficult to control the supply chain.<img src=\"https://static.tigerbbs.com/ffe74e2114383895b2b909fa93985900\" tg-width=\"1080\" tg-height=\"759\" referrerpolicy=\"no-referrer\">Naixue can reach this share, and its management and control in the supply chain should be ahead of its peers.</p><p>Supply chain control will also affect the second competitiveness, standardized output. But in addition to the supply chain, there are other difficulties in the standardized output of high-end tea drinks.</p><p>The coffee making process is simple and can be completed by a single person. High-end tea drinks are relatively complicated. Although the production process has a clear division of labor, it requires the participation of many people, and the processing of fresh fruits is relatively complicated. Nayuki also has on-site baking, and the process is also complicated, so the store is equipped with a large number of people.</p><p>The average staffing of Nayuki's standard stores is 21 people. In October 2020, it will focus on promoting PRO stores that remove freshly made baking, with an average staffing of about 13 people.</p><p>With many people and complex processes, training and management are difficult, which increases the difficulty of standardized output, but at the same time it also constitutes a barrier to competition.</p><p>This is also one of the reasons why domestic high-end freshly made tea drinks are basically sold directly. The supply chain is complicated, the process is complicated, and it is easy to mess around due to the liberalization of franchises, driven by huge interests.</p><p>The third point is brand power. In fact, I personally think this is important, but it is not that important. In today's society, brand power is of course important, but it doesn't seem too difficult to build an online celebrity brand. Brand power can be icing on the cake, but the core is that the first two internal forces must be hard.</p><p>Naixue has now become the leader in the industry, and these three points of competitiveness should be passed.</p><p>One thing investors may be worried about is Naixue's operating costs. Dismantling the cost, a notable feature of Naixue, Starbucks in the early days, and catering companies in Hong Kong stocks today is the high rental cost. Naixue's rental cost is 15 points, Starbucks' early stage is more than 4 points, and in Hong Kong stocks<a href=\"https://laohu8.com/S/06862\">Haidilao</a>More than 8 points,<a href=\"https://laohu8.com/S/09922\">Jiu Mao Jiu</a>Around 10 points.<img src=\"https://static.tigerbbs.com/aa3e1932cef8f2b1d56c37f72ac2576c\" tg-width=\"1080\" tg-height=\"759\" referrerpolicy=\"no-referrer\">This is mainly related to Naixue opening a large store in a bustling business district. However, the company's store-level profitability is not bad, with an operating profit margin of 16.3% in 2019 and 12.2% in 2020 due to the impact of the epidemic.<img src=\"https://static.tigerbbs.com/1b8c1faadb01599e49de8f9363252ec8\" tg-width=\"1080\" tg-height=\"496\" referrerpolicy=\"no-referrer\">As long as the store level is profitable, as the scale expands, more headquarters expenses can be amortized, thereby improving profitability. In addition, Naixue's operating costs will continue to decline in the future. This is due to the supply chain advantages of expanded scale, and the other is the rent bargaining power of improved brand power. In addition, expanding to lower-tier cities will also reduce rental costs, because the rental costs in lower-tier cities are relatively lower.</p><p>So how should Naixue value it?</p><p>From the above analysis, we can know that Naixue's business model and growth are close to those of Starbucks in the early days, and Taier, which is currently owned by Hong Kong stock Jiumaojiu. Let's compare the early Starbucks and the current valuation of restaurant stocks in Hong Kong.</p><p>Starbucks went public in June 1992. At the beginning of its listing, its market value was about US $14 million, its dynamic PE was about 53 times, and its price-to-sales ratio was 2.2 times. The number of stores that year was 165. Due to the very good growth, the valuation in 1992 and 1993 was basically maintained at around 80 times, with the highest reaching over 100 times, and the price-to-sales ratio was about 4 times to 6 times.</p><p>Hong Kong's Haidilao and Jiumaojiu, the current market value corresponds to the net profit valuation of hundreds of times in 2020, respectively. Of course, this is related to the relatively large damage to the profit side of catering companies in 2020. According to the estimated profit of securities firms in 2021, They are 35 times and 70 times respectively. If we look at the net profit in 2019, they are 73 times and 216 times respectively. Looking at the price-to-sales ratio, it corresponds to 2020, which is 6 times and 13 times respectively, and the consensus expectation of securities firms for 2021 is 3.13 times and 6.8 times respectively.</p><p>Compared with Starbucks back then, Hong Kong's valuation of Haidilao and Jiumaojiu is quite exaggerated.</p><p>Naixue is still in a period of rapid growth, and we use PS for valuation. If estimated according to the standards of Starbucks' listing that year, Naixue's total revenue in 2020 will be 3 billion, and based on 4-6 times PS, it will be between 12 billion and 18 billion.</p><p>Of course, as we said, the valuation of Starbucks in 1992 was obviously very conservative. Compared with the huge increase later, investors who got it with this valuation were really happy. Haidilao already has a large number of stores, and in this period of rapid growth, it will be more appropriate to use Jiumaojiu. Naixue is close to Taier's logic.</p><p>Because half of 2021 is now over, it may be more appropriate to use the forecast revenue estimate in 2021. Jiumaojiu is 6.8 times, and Naixue's estimated revenue in 2021 is 5.5-5.8 billion. If you give 6-7 times PS, it will be between 44 billion and 46 billion Hong Kong dollars.</p><p>Based on the offering price, Naixue is now 29.5-34 billion Hong Kong dollars, and there is still a lot of room.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/OvCmuObBOPdLw6h6liTN2Q\">格隆汇</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7f17df5f6c218834b209936ec178db28","relate_stocks":{"02150":"奈雪的茶"},"source_url":"https://mp.weixin.qq.com/s/OvCmuObBOPdLw6h6liTN2Q","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2144706272","content_text":"奈雪的茶发布公告称，公司于2021年6月18日至6月23日期间招股，拟全球发售2.57亿股，其中香港公开发售占10%，国际发售占90%，另附15%超额配股权。入场费9999.8港元。本次发售价为每股17.2港元-19.8港元，奈雪的茶预计将取得的全球发售所得款项净额为48.42亿港元。\n作为新式茶饮第一股，资本市场对奈雪的追捧可以预见，不过发热之余，我们还是大概估下奈雪的茶应该值多少钱，也好在市场的波动中有个锚。\n影响公司估值的主要有三个方面的因素，一个是成长性，一个是行业格局，一个是公司的竞争力。前者关乎公司能以多快的速度变多大，越快成长自然给的估值越高，后面两个关乎可持续性。我们分这三点来讨论奈雪。\n先说成长性，成长性又可以分两点，一点是行业成长性，一点是公司自身的成长性，前者会为后者助力。\n奈雪所在的领域为现制茶饮，按价格带可以划分为高端(平均价格20以上)，中端(平均价格10-20)，低端(平均价格10元以下)，奈雪处在高端价格带。\n在中国茶饮市场，从过去5年的情况看，增长速度最快的是现制茶饮。而在现制茶饮里，增长最好的又是高端现制茶饮。2015年-2020年的年复合增长速度高达75.8%，行业规模达到了129亿人民币。这个成长符合我们的认知，因为这几年我们见证了奈雪的火爆。根据灼炽咨询的报告，2020年-2025年高端茶饮将继续延续高成长，年复合增速达32.2%。这样来讲，奈雪是踏在了一条高成长的赛道上。那奈雪自身的成长性呢？\n2015年奈雪在深圳开了第一间门店，到2020年底，奈雪的茶门店数量达491间，截至到招股书最后可执行日期达562间。2018年和2019年底的奈雪的茶门店数目则分别是155间和327间。\n一个店投下去，既是需求流量点，也是产能点。所以凭借门店网络的扩张，奈雪的营收扶摇直上，2018年-2020年所有奈雪的茶门店营收分别是9.09亿，22.91亿，28.71亿，2019年和2020年的同比增速分别是152%和25%。\n奈雪的茶未来成长性主要取决于门店的持续扩张，那门店数量的天花板可能在哪？\n一种我们可以看星巴克，星巴克在中国有5000家门店。奈雪的茶产品定位与星巴克有些类似，这样我们也可以说奈雪的茶潜在空间可以在5000家。\n从当前看，奈雪的茶一共入驻了70多[1] 个城市，其中深圳门店最多，91家，另外三家一线城市北京、上海、广州分别有22家、33家和24家。这些城市规模与深圳相似，消费者有对高端现制茶饮的强劲需求。在北上广如此，奈雪的茶在其他城市的渗透率就更低，在许多城市还是空白(星巴克入驻了中国230个城市，中国有4个直辖市，293个地级市)。从这个角度看，奈雪的茶开店空间是可以在5000家，甚至更高。\n从另一个角度看，奈雪一般喜欢开在繁华的商圈，这样的商圈，国内一线城市有476个，二线1431个，三线及以下2020个，共计3927个。从这个角度看，奈雪的茶门店空间是可以在在数千家。\n所以就成长性看，奈雪是不错的。\n但成长性只是一种设想，现实并非是真空环境，由奈雪的茶一家独来。我们转向看行业格局以及奈雪的竞争力。\n行业格局上，目前高端现制茶饮市场集中度相对较高。根据灼识咨询数据，高端现制茶饮品牌CR5市占率高达55%，其中奈雪的市占率为18.9%，显著高于其它竞品。这个行业经过几年的发展，现在头部品牌的市场份额优势非常明显。\n那高端茶饮的竞争壁垒在哪？\n个人来看，可以分三点，一是供应链管理，二是标准化输出，三是品牌力。\n先讲供应链管理。高端现制茶饮，用的原材料包括上乘茶叶、鲜奶、新鲜时令水果等。像上乘茶叶、鲜奶还好，已经比较工业化生产了，同时储存和运输相对方便，但新鲜水果上，供应链就要复杂得多。怎么保证产品质量，怎么保证储存减少损耗，都是麻烦。以奈雪为例，材料成本占现制茶饮营收比例为34%左右，其中76%是原材料，剩下是包装材料。\n这可以看到，原材料成本的波动对利润端的影响很显著。高端现制茶饮就产品形态来说，并没有多少进入门槛，但难在供应链管控上。奈雪能走到这个份额地步，在供应链上的管控应该是领先于同行的。\n供应链的管控也会影响到第二个竞争力，标准化输出。但除了供应链外，高端茶饮的标准化输出还有其它难点。\n咖啡的制作流程简单，单人操作就可以完成了。而高端茶饮相对要复杂，尽管制作流程分工明确，但需要多人参与，并且新鲜水果处理相对要复杂。奈雪还有现场烘焙，流程也复杂，所以门店配置的人员多。\n奈雪的标准门店平均人员配置是21人，2020年10月开始主推去掉现制烘焙的PRO店，平均人员配置大概13人。\n人多，流程复杂，培训和管理难度就大，这就增加了标准化输出的难度，但同时也构成了竞争壁垒。\n这也是国内高端现制茶饮基本走直营的原因之一。供应链复杂，流程复杂，放开加盟，巨大的利益驱使，容易乱来。\n第三点就是品牌力，其实我个人觉得这点重要，但也不是那么重要。现在这个社会，品牌力当然重要，但打造一个网红品牌似乎也不是太难。品牌力可以锦上添花，但核心还是前面两个内力要硬。\n奈雪现在做到了行业龙头，这三点竞争力应该是过关的。\n有一点投资者可能比较担心，就是奈雪的运营成本。把成本拆解一下，奈雪跟早期星巴克，跟现在港股的餐饮企业，一个显著的特点是租金成本高。奈雪的租金成本15个点，星巴克早期4个多点，港股里的海底捞8个多点，九毛九10个点左右。这主要跟奈雪开大店，开在繁华商圈有关。不过，公司门店层面的盈利能力是还不错的，经营利润率2019年有16.3%，2020年受疫情影响也有12.2%。只要门店层面是盈利的，随着规模扩大，可以摊销更多的总部费用，从而提高盈利能力。另外，奈雪未来的运营成本也会继续下降，这一是来源于规模扩大的供应链优势，二是品牌力提升的租金议价能力。另外，向低线城市扩张也会降低租金成本，因为更低线城市的租金成本相对来说要低些。\n那奈雪到底该怎么给估值呢？\n从上面的分析可以知道，奈雪的商业模式和成长性接近早期的星巴克，当前港股九毛九旗下的太二。我们比较下早期的星巴克和当前香港的餐饮股估值。\n星巴克1992年6月上市，上市之初市值大概0.14亿美元，动态PE大概53倍，市销率2.2倍。当年门店数量165家，由于非常好的成长性，1992年和1993年估值基本维持在80倍上下，最高到过100倍，市销率大概在4倍到6倍之间。\n香港的海底捞和九毛九，当前的市值对应2020年的净利润估值分别是数百倍，当然这跟2020年餐饮企业利润端破坏比较大有关，按券商对2021年的预计利润看，分别是35倍和70倍。如果以2019年的净利润看，分别是73倍和216倍。看市销率的话，对应2020年，分别是6倍和13倍，对就券商的2021年一致预期，分别是3.13倍和6.8倍。\n相比当年的星巴克，香港给海底捞和九毛九的估值是比较夸张的。\n奈雪现在仍处于高速成长期，我们用PS进行估值。如果按星巴克当年上市的标准来估，2020年奈雪的总营收是30亿，按4倍-6倍的PS，大概是120亿-180亿之间。\n当然，我们说过了，1992年星巴克的估值明显给的非常保守，相比后面的巨大涨幅，用这个估值拿到的投资人真是太幸福。海底捞的门店数量已经很多，也这了快速成长期，用九毛九会更合适，奈雪接近太二的逻辑。\n因为现在2021年已经要过去一半，用2021年的预测营收估可能更合适。九毛九是6.8倍，奈雪2021年的预计营收是55-58亿，给6倍-7倍PS的话，大概是440亿-460亿港币之间。\n按招股价算，奈雪现在是295-340亿港币，还是有很大空间的。","news_type":1,"symbols_score_info":{"02150":0.9}},"isVote":1,"tweetType":1,"viewCount":1041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108346298,"gmtCreate":1620002281514,"gmtModify":1704337120984,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"It's 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data-views=\"0\"></v-v> 69 Haha, see how it goes.&nbsp;","text":"$特斯拉(TSLA)$ 69 Haha, see how it goes.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/292106853036152","isVote":1,"tweetType":1,"viewCount":2212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830646899,"gmtCreate":1629072596111,"gmtModify":1676529919744,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"GS just bought a lot? Anyone can add on clearty please.&nbsp;","listText":"GS just bought a lot? Anyone can add on clearty please.&nbsp;","text":"GS just bought a lot? Anyone can add on clearty please.","images":[{"img":"https://static.tigerbbs.com/96b1b020b134381c558f316eed7a4dc2","width":"1080","height":"2894"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830646899","isVote":1,"tweetType":1,"viewCount":2376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":805107536,"gmtCreate":1627864052825,"gmtModify":1703496672990,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NOW\">$ServiceNow(NOW)$</a>mmm","listText":"<a href=\"https://laohu8.com/S/NOW\">$ServiceNow(NOW)$</a>mmm","text":"$ServiceNow(NOW)$mmm","images":[{"img":"https://static.tigerbbs.com/61447c6cada5adaede241bcff9cd562b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805107536","isVote":1,"tweetType":1,"viewCount":2299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":800827116,"gmtCreate":1627292426435,"gmtModify":1703486923777,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"Very hot ?","listText":"Very hot ?","text":"Very hot ?","images":[{"img":"https://static.tigerbbs.com/efa87e8bc3243dcf7663f9ac4c7028e0","width":"1080","height":"1971"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800827116","isVote":1,"tweetType":1,"viewCount":2608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":143768995,"gmtCreate":1625818899817,"gmtModify":1703749172888,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/143768995","repostId":"1107863492","repostType":4,"repost":{"id":"1107863492","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625809099,"share":"https://ttm.financial/m/news/1107863492?lang=en_US&edition=fundamental","pubTime":"2021-07-09 13:38","market":"us","language":"zh","title":"TSMC's June sales were NT $148.47 billion, a year-on-year increase of 22.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1107863492","media":"老虎资讯综合","summary":"7月9日，台积电今天公布了2021年6月的收入报告：综合来看，2021年6月的收入为新台币1484.7亿元，同比增长22.8%；2021年1-6月的营业收入总额为新台币7345.6亿元，同比增长18.","content":"<p>July 9th,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>The revenue report for June 2021 was announced today: Taken together, revenue for June 2021 was NT $148.47 billion, a year-on-year increase of 22.8%; Total operating income from January to June 2021 was NT $734.56 billion, a year-on-year increase of 18.2%.</p><p><img src=\"https://static.tigerbbs.com/be3c0a3f53de98e1862d8d53d56338e9\" tg-width=\"1043\" tg-height=\"248\" referrerpolicy=\"no-referrer\"></p><p>Citi analysts Roland Shu and Grant Chi wrote in a recent note, \"Against the backdrop of tight production capacity, TSMC's better pricing power should largely offset margin pressures caused by huge capital expenditures. At the same time, TSMC's technology/productivity breakthroughs in EUV should widen the technology gap with peers and ensure better cost structures for cutting-edge technology nodes.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSMC's June sales were NT $148.47 billion, a year-on-year increase of 22.8%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTSMC's June sales were NT $148.47 billion, a year-on-year increase of 22.8%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-09 13:38</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>July 9th,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>The revenue report for June 2021 was announced today: Taken together, revenue for June 2021 was NT $148.47 billion, a year-on-year increase of 22.8%; Total operating income from January to June 2021 was NT $734.56 billion, a year-on-year increase of 18.2%.</p><p><img src=\"https://static.tigerbbs.com/be3c0a3f53de98e1862d8d53d56338e9\" tg-width=\"1043\" tg-height=\"248\" referrerpolicy=\"no-referrer\"></p><p>Citi analysts Roland Shu and Grant Chi wrote in a recent note, \"Against the backdrop of tight production capacity, TSMC's better pricing power should largely offset margin pressures caused by huge capital expenditures. At the same time, TSMC's technology/productivity breakthroughs in EUV should widen the technology gap with peers and ensure better cost structures for cutting-edge technology nodes.\"</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"EWT":"台湾ETF-iShares MSCI","03145":"华夏亚洲高息股","TSM":"台积电"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107863492","content_text":"7月9日，台积电今天公布了2021年6月的收入报告：综合来看，2021年6月的收入为新台币1484.7亿元，同比增长22.8%；2021年1-6月的营业收入总额为新台币7345.6亿元，同比增长18.2%。\n\n花旗分析师Roland Shu和Grant Chi在最近的一篇报告中写道，“在产能紧张的背景下，台积电更好的定价能力应该会在很大程度上抵消巨额资本支出造成的利润率压力。同时，台积电在EUV方面的技术/生产力突破应该会扩大与同行的技术差距，并确保更好的前沿技术节点成本结构。”","news_type":1,"symbols_score_info":{"03145":0.9,"TSM":0.9,"EWT":0.9,"TWmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149065458,"gmtCreate":1625695841874,"gmtModify":1703746425280,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"Think I wld&nbsp;better hold well on my wallet","listText":"Think I wld&nbsp;better hold well on my wallet","text":"Think I wld better hold well on my wallet","images":[{"img":"https://static.tigerbbs.com/c5730b6ac87d5dd963b608032abd1f75","width":"1080","height":"2802"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/149065458","isVote":1,"tweetType":1,"viewCount":2596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":164077974,"gmtCreate":1624163467498,"gmtModify":1703829928800,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"En","listText":"En","text":"En","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164077974","repostId":"1168123084","repostType":4,"isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}