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loon0406
2024-03-28
$三倍做多半导体ETF-Direxion Daily(SOXL)$
loon0406
2024-02-15
@明皇皇皇皇皇
@红红火火百万
@koots
true love card happy valentine day to everyone
loon0406
2024-01-13
Good morning beautiful time for you
loon0406
2024-01-12
👍👍👍👍👍👍👍
loon0406
2024-01-11
Good morning beautiful time for you
loon0406
2024-01-10
Good morning beautiful time to meet you
loon0406
2024-01-09
Good morning beautiful time for you
loon0406
2024-01-08
Good morning time for 6
loon0406
2024-01-07
Good morning beautiful time for you
loon0406
2024-01-06
Good luck with your new role
loon0406
2024-01-05
Good morning beautiful time for you
loon0406
2024-01-04
Good morning time for you
loon0406
2024-01-03
Good morning time for you
loon0406
2024-01-02
Good morning time for you
loon0406
2023-12-31
Good morning time for you
loon0406
2023-12-30
Good morning time for you
loon0406
2023-12-29
Good morning time for the best
loon0406
2023-12-28
Good luck with your new job
loon0406
2023-11-09
$理想汽车-W(02015)$
loon0406
2023-11-08
Good morning time to get the best
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it?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089119235,"gmtCreate":1649972499980,"gmtModify":1676534617258,"author":{"id":"3578892440594276","authorId":"3578892440594276","name":"loon0406","avatar":"https://static.tigerbbs.com/872e807a28a3499b290249033accf4b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578892440594276","idStr":"3578892440594276"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$</a>😹","listText":"<a href=\"https://ttm.financial/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$</a>😹","text":"$三倍做多半导体ETF-Direxion 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10:48","market":"sh","language":"zh","title":"Reminder: Due to the U.S. Independence Day holiday, U.S. stocks will be closed all day on July 5","url":"https://stock-news.laohu8.com/highlight/detail?id=1168133884","media":"老虎资讯综合","summary":"因美国独立日假期,7月5日(周一)美股休市一日,7月6日(周二)起恢复交易。\n港股、A股、英股、澳股、新加坡股市照常交易。\n背景简介:\n独立日是美国法定国庆日,日期为每年7月4日,以纪念1776年7月","content":"<p><b>Due to the Independence Day holiday in the United States, the U.S. stock market will be closed for one day on July 5 (Monday), and trading will resume on July 6 (Tuesday).</b></p><p>Hong Kong stocks, A-shares, British stocks, Australian stocks and Singapore stock markets are trading as usual.</p><p><b>Background brief:</b></p><p><b>Independence Day</b>It is a legal national day of the United States, which is dated on July 4th every year to commemorate the formal adoption of the Declaration of Independence by the Continental Congress in Philadelphia on July 4, 1776. Independence Day in the United States is as grand as religious and folk festivals. Before the festival, ordinary people clean their courtyards, decorate their homes and fly the national flag.<img src=\"https://static.tigerbbs.com/f87ddb03d9b4d56cf0dce9450e742016\" tg-width=\"626\" tg-height=\"417\"></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: Due to the U.S. Independence Day holiday, U.S. stocks will be closed all day on July 5</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: Due to the U.S. Independence Day holiday, U.S. stocks will be closed all day on July 5\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-30 10:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>Due to the Independence Day holiday in the United States, the U.S. stock market will be closed for one day on July 5 (Monday), and trading will resume on July 6 (Tuesday).</b></p><p>Hong Kong stocks, A-shares, British stocks, Australian stocks and Singapore stock markets are trading as usual.</p><p><b>Background brief:</b></p><p><b>Independence Day</b>It is a legal national day of the United States, which is dated on July 4th every year to commemorate the formal adoption of the Declaration of Independence by the Continental Congress in Philadelphia on July 4, 1776. Independence Day in the United States is as grand as religious and folk festivals. Before the festival, ordinary people clean their courtyards, decorate their homes and fly the national flag.<img src=\"https://static.tigerbbs.com/f87ddb03d9b4d56cf0dce9450e742016\" tg-width=\"626\" tg-height=\"417\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/21dd6adec6b29203b5bca22347419441","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168133884","content_text":"因美国独立日假期,7月5日(周一)美股休市一日,7月6日(周二)起恢复交易。\n港股、A股、英股、澳股、新加坡股市照常交易。\n背景简介:\n独立日是美国法定国庆日,日期为每年7月4日,以纪念1776年7月4日大陆会议在费城正式通过《独立宣言》。美国的独立日,与宗教、民俗节日一样隆重,老百姓在节日前清洁院落,装饰家居,悬挂国旗。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099895551,"gmtCreate":1643328511207,"gmtModify":1676533804887,"author":{"id":"3578892440594276","authorId":"3578892440594276","name":"loon0406","avatar":"https://static.tigerbbs.com/872e807a28a3499b290249033accf4b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578892440594276","idStr":"3578892440594276"},"themes":[],"htmlText":"F","listText":"F","text":"F","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099895551","repostId":"1181488202","repostType":2,"isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801515415,"gmtCreate":1627522770537,"gmtModify":1703491593408,"author":{"id":"3578892440594276","authorId":"3578892440594276","name":"loon0406","avatar":"https://static.tigerbbs.com/872e807a28a3499b290249033accf4b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578892440594276","idStr":"3578892440594276"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/801515415","repostId":"1152129250","repostType":4,"repost":{"id":"1152129250","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":1627521706,"share":"https://ttm.financial/m/news/1152129250?lang=en_US&edition=fundamental","pubTime":"2021-07-29 09:21","market":"us","language":"zh","title":"Opening: Hang Seng Index rose 2.93%, Hang Seng Technology Index rose nearly 6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1152129250","media":"老虎资讯综合","summary":"7月29日讯,隔夜中概股上演暴力反弹,大型科网股领衔高开,致恒生科技指数大幅高开5.96%报6827点,恒指涨2.93%报26221点,国指涨3.36%报9375点。盘面上,科技龙头大涨,美团、网易大","content":"<p>On July 29, Chinese concept stocks staged a violent rebound overnight, with large technology and Internet stocks leading the opening higher, causing the Hang Seng Technology Index to open sharply higher by 5.96% to 6,827 points, the Hang Seng Index to rise 2.93% to 26,221 points, and the State Index to rise 3.36% to 9,375 points.<img src=\"https://static.tigerbbs.com/290b39a6fc1f97432b033442ae3ee9a0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">On the disk, technology leaders rose sharply, Meituan,<a href=\"https://laohu8.com/S/09999\">NetEase</a>Opened sharply higher by more than 10%,<a href=\"https://laohu8.com/S/09618\">JD.com</a>, Kuaishou soared more than 8%,<a href=\"https://laohu8.com/S/00700\">Tencent</a>Rose 7.3%,<a href=\"https://laohu8.com/S/09988\">Alibaba</a>Rose 4.69%; Education stocks continued to rebound, and pharmaceutical stocks opened higher across the board.<a href=\"https://laohu8.com/S/600196\">Fosun Pharma</a>Rose nearly 6%,<a href=\"https://laohu8.com/S/ZLAB\">Zai Lab</a>、<a href=\"https://laohu8.com/S/BGNE\">BeiGene</a>Waiting for many stocks to rise by about 15%; Sporting goods stocks, property management stocks, photovoltaic stocks, insurance stocks, automobile stocks, gambling stocks, etc. collectively opened higher, but a few gas stocks and banking stocks fell.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opening: Hang Seng Index rose 2.93%, Hang Seng Technology Index rose nearly 6%</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{ 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float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpening: Hang Seng Index rose 2.93%, Hang Seng Technology Index rose nearly 6%\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\">2021-07-29 09:21</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On July 29, Chinese concept stocks staged a violent rebound overnight, with large technology and Internet stocks leading the opening higher, causing the Hang Seng Technology Index to open sharply higher by 5.96% to 6,827 points, the Hang Seng Index to rise 2.93% to 26,221 points, and the State Index to rise 3.36% to 9,375 points.<img src=\"https://static.tigerbbs.com/290b39a6fc1f97432b033442ae3ee9a0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">On the disk, technology leaders rose sharply, Meituan,<a href=\"https://laohu8.com/S/09999\">NetEase</a>Opened sharply higher by more than 10%,<a href=\"https://laohu8.com/S/09618\">JD.com</a>, Kuaishou soared more than 8%,<a href=\"https://laohu8.com/S/00700\">Tencent</a>Rose 7.3%,<a href=\"https://laohu8.com/S/09988\">Alibaba</a>Rose 4.69%; Education stocks continued to rebound, and pharmaceutical stocks opened higher across the board.<a href=\"https://laohu8.com/S/600196\">Fosun Pharma</a>Rose nearly 6%,<a href=\"https://laohu8.com/S/ZLAB\">Zai Lab</a>、<a href=\"https://laohu8.com/S/BGNE\">BeiGene</a>Waiting for many stocks to rise by about 15%; Sporting goods stocks, property management stocks, photovoltaic stocks, insurance stocks, automobile stocks, gambling stocks, etc. collectively opened higher, but a few gas stocks and banking stocks fell.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5b3b5e72649367d0aafd9bcbbca9bcd1","relate_stocks":{"513600":"恒生指数ETF","02833":"恒指ETF","HSI":"恒生指数","HSTECH":"恒生科技指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152129250","content_text":"7月29日讯,隔夜中概股上演暴力反弹,大型科网股领衔高开,致恒生科技指数大幅高开5.96%报6827点,恒指涨2.93%报26221点,国指涨3.36%报9375点。盘面上,科技龙头大涨,美团、网易大幅高开逾10%,京东、快手大涨超8%,腾讯大涨7.3%,阿里巴巴大涨4.69%;教育股延续反弹行情,药品股全线高开,复星医药涨近6%,再鼎医药、百济神州等多股涨约15%;体育用品股、物管股、光伏股、保险股、汽车股、濠赌股等集体高开,惟燃气股、银行股少数下跌。","news_type":1,"symbols_score_info":{"513600":0.9,"MHImain":0.9,"02833":0.9,"HSImain":0.9,"MCHmain":0.9,"HHImain":0.9,"HSI":0.9,"HSTECH":0.9}},"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922376556,"gmtCreate":1671706083176,"gmtModify":1676538579369,"author":{"id":"3578892440594276","authorId":"3578892440594276","name":"loon0406","avatar":"https://static.tigerbbs.com/872e807a28a3499b290249033accf4b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578892440594276","idStr":"3578892440594276"},"themes":[],"htmlText":"Good ","listText":"Good ","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922376556","isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900279775,"gmtCreate":1658720037097,"gmtModify":1676536197478,"author":{"id":"3578892440594276","authorId":"3578892440594276","name":"loon0406","avatar":"https://static.tigerbbs.com/872e807a28a3499b290249033accf4b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578892440594276","idStr":"3578892440594276"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$</a><v-v data-views=\"1\"></v-v>.","listText":"<a href=\"https://ttm.financial/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$</a><v-v data-views=\"1\"></v-v>.","text":"$三倍做多半导体ETF-Direxion 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Daily(SOXL)$,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9077794890","isVote":1,"tweetType":1,"viewCount":1209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9040372062,"gmtCreate":1655614521956,"gmtModify":1676535672390,"author":{"id":"3578892440594276","authorId":"3578892440594276","name":"loon0406","avatar":"https://static.tigerbbs.com/872e807a28a3499b290249033accf4b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578892440594276","idStr":"3578892440594276"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$</a>🤔","listText":"<a href=\"https://ttm.financial/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$</a>🤔","text":"$三倍做多半导体ETF-Direxion 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23:29","market":"sh","language":"zh","title":"Night of Thunderbolt! The company with a market value of 2.3 billion lost a huge loss of more than 7 billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1154313074","media":"中国证券报","summary":"白天A股大跌,晚上又有数十家A股上市公司业绩爆雷。据东方财富Choice数据统计,1月25日晚间发布年报亏损预告的公司多达36家,亏损总金额超过261亿元,最多亏损金额可能达到325亿元。其中,有8家","content":"<p><div>A-shares fell sharply during the day, and dozens of A-share listed companies experienced explosive performance at night. According to statistics from Oriental Fortune Choice, as many as 36 companies issued annual report loss forecasts on the evening of January 25, with a total loss of more than 26.1 billion yuan, and the maximum loss may reach 32.5 billion yuan. Among them, there are 8 listed companies whose losses exceed 1 billion yuan. ST Kaile, which has the largest loss, is expected to lose 7.1 billion to 8.7 billion yuan in 2021, and the company's net assets have directly changed from 6.638 billion yuan in the previous year to negative assets. And pig giant Tianbang Co., Ltd. is expected to lose 3.5 billion yuan in 2021-...</p><p><a href=\"https://mp.weixin.qq.com/s/Nh5AKfQWbXvmTctTuTU42Q\">Web link</a></div></p>","source":"zgzqb","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>Night of Thunderbolt! The company with a market value of 2.3 billion lost a huge loss of more than 7 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\">\nNight of Thunderbolt! The company with a market value of 2.3 billion lost a huge loss of more than 7 billion\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中国证券报</strong><span class=\"h-time small\">2022-01-25 23:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>A-shares fell sharply during the day, and dozens of A-share listed companies experienced explosive performance at night. According to statistics from Oriental Fortune Choice, as many as 36 companies issued annual report loss forecasts on the evening of January 25, with a total loss of more than 26.1 billion yuan, and the maximum loss may reach 32.5 billion yuan. Among them, there are 8 listed companies whose losses exceed 1 billion yuan. ST Kaile, which has the largest loss, is expected to lose 7.1 billion to 8.7 billion yuan in 2021, and the company's net assets have directly changed from 6.638 billion yuan in the previous year to negative assets. And pig giant Tianbang Co., Ltd. is expected to lose 3.5 billion yuan in 2021-...</p><p><a href=\"https://mp.weixin.qq.com/s/Nh5AKfQWbXvmTctTuTU42Q\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://mp.weixin.qq.com/s/Nh5AKfQWbXvmTctTuTU42Q\">中国证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/Nh5AKfQWbXvmTctTuTU42Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154313074","content_text":"白天A股大跌,晚上又有数十家A股上市公司业绩爆雷。据东方财富Choice数据统计,1月25日晚间发布年报亏损预告的公司多达36家,亏损总金额超过261亿元,最多亏损金额可能达到325亿元。其中,有8家上市公司亏损金额上限超过10亿元。亏损金额最多的ST凯乐,预计2021年将亏损71亿元-87亿元,且公司净资产从上一年的66.38亿元,直接变成负资产。而养猪巨头天邦股份,预计2021年亏损35亿元-40亿元。8家公司亏损或超10亿元据东方财富Choice数据统计,截至1月25日21时,今晚有36家公司预告年报业绩将出现亏损,8家公司亏损金额上限超过10亿元。来源:东方财富Choice,单位:亿元其中,ST凯乐预计亏损71亿元-87亿元,成为25日晚间亏损金额最大的公司。公告显示,ST凯乐出现如此巨大的亏损,主要是因“专网通信”事件,公司涉及的专网通信业务的应收账款、预付账款、存货计提减值55亿元左右。同时,ST凯乐预计2021年度期末净资产为-4.62亿元至-20.62亿元,上年度(2020年)期末净资产为66.38亿元,根据《上海证券交易所股票上市规则》的相关规定,公司股票存在被实施退市风险警示的风险。ST凯乐今日股价跌停,收盘报2.33元。今年以来股价累计下跌24.84%,总市值为23亿元。天邦股份预计2021年亏损35亿元-40亿元。天邦股份表示,公司2021业绩同比大幅下降出现深度亏损,主要来自生猪养殖业务。随着国内生猪产能恢复并出现过剩,生猪价格在2021年整体呈现快速下降趋势。2021年公司生猪销售头数同比增长39%,但商品肥猪销售均价却同比下降了64%。粤电力A预计2021年亏损29亿元-35亿元,而上一年则是赚了17亿元。对于亏损的原因,粤电力A表示,主要是2021年广东省全社会用电需求超预期高速增长,电力供应持续紧张,公司全力保障电力安全生产和稳定供应,上网电量同比增幅较大。但由于大宗商品价格持续上涨,发电燃料成本同比大幅增长,电厂大面积持续亏损,公司毛利和归母净利润同比大幅下降。除上述3家公司外,其他亏损金额较大的上市公司,还包括天泽信息预亏18亿元-25亿元,华东重机预亏12亿元-16亿元,南都能源预亏9.8亿元-12.7亿元,广深铁路预亏9亿元-11.5亿元。盈利公司仍占多数虽说有数十家公司出现较大亏损,但盈利的公司仍占大多数。据东方财富Choice数据统计,截至21时,今日晚间发布业绩预告的166家公司中,有130家公司盈利,17家公司净利润上限超过10亿元。来源:东方财富Choice,单位:亿元其中,兖矿能源2021年净利润达到160亿元,同比大增约124.67%。兖矿能源表示,2021年煤炭及醋酸等化工产品市场价格高位运行,2021年度公司主要产品价格大幅提升。对于2021年A股公司的整体业绩,中金公司表示,全年盈利增速可能较前三季度继续回落。若不考虑年底商誉减值的影响,估计A股上市公司全年盈利增速回落至20%-25%,其中非金融部分可能回落至30%左右,相比前三季度25%和38%进一步回落。中金公司表示,年报可能超预期的行业占比并不高,可重点关注中上游周期行业、下游消费、TMT、金融地产和部分有反转预期行业细分领域的结构性机会。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":879,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893581924,"gmtCreate":1628287722968,"gmtModify":1703504456300,"author":{"id":"3578892440594276","authorId":"3578892440594276","name":"loon0406","avatar":"https://static.tigerbbs.com/872e807a28a3499b290249033accf4b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578892440594276","idStr":"3578892440594276"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/893581924","repostId":"1140688886","repostType":4,"repost":{"id":"1140688886","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":1628260770,"share":"https://ttm.financial/m/news/1140688886?lang=en_US&edition=fundamental","pubTime":"2021-08-06 22:39","market":"us","language":"zh","title":"The new energy vehicle sector of U.S. stocks fell in the short term, with XPeng Automobile falling more than 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1140688886","media":"老虎资讯综合","summary":"周五盘中,美股新能源车板块短线走低,截至发稿,图森未来跌幅扩大至10%,小鹏汽车跌4.2%,小牛电动、理想汽车跌3.3%,蔚来汽车跌3.1%,特斯拉跌1%。","content":"<p>In intraday trading on Friday, the new energy vehicle sector of the U.S. stock market fell in the short term. As of press time, TuSimple's decline expanded to 10%.<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Down 4.2%,<a href=\"https://laohu8.com/S/NIU\">Mavericks Electric</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Down 3.3%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars fell 3.1%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Down 1%.</p><p><img src=\"https://static.tigerbbs.com/4b6ad7fa94bff182186146611fe60924\" 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>The new energy vehicle sector of U.S. stocks fell in the short term, with XPeng Automobile falling more than 4%</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 new energy vehicle sector of U.S. stocks fell in the short term, with XPeng Automobile falling more than 4%\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\">2021-08-06 22:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>In intraday trading on Friday, the new energy vehicle sector of the U.S. stock market fell in the short term. As of press time, TuSimple's decline expanded to 10%.<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Down 4.2%,<a href=\"https://laohu8.com/S/NIU\">Mavericks Electric</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Down 3.3%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars fell 3.1%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Down 1%.</p><p><img src=\"https://static.tigerbbs.com/4b6ad7fa94bff182186146611fe60924\" 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/03a82e0c423084eeeed3c16621d1cbfe","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来","LI":"理想汽车","XPEV":"小鹏汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140688886","content_text":"周五盘中,美股新能源车板块短线走低,截至发稿,图森未来跌幅扩大至10%,小鹏汽车跌4.2%,小牛电动、理想汽车跌3.3%,蔚来汽车跌3.1%,特斯拉跌1%。","news_type":1,"symbols_score_info":{"TSLA":0.9,"XPEV":0.9,"LI":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806540201,"gmtCreate":1627684035503,"gmtModify":1703494527825,"author":{"id":"3578892440594276","authorId":"3578892440594276","name":"loon0406","avatar":"https://static.tigerbbs.com/872e807a28a3499b290249033accf4b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578892440594276","idStr":"3578892440594276"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/806540201","repostId":"1171728272","repostType":4,"repost":{"id":"1171728272","kind":"news","pubTimestamp":1627657469,"share":"https://ttm.financial/m/news/1171728272?lang=en_US&edition=fundamental","pubTime":"2021-07-30 23:04","market":"us","language":"zh","title":"After pleasing Wall Street, Disney was sued by \"Black Widow\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1171728272","media":"壹番财经","summary":"为了Disney+,迪士尼“背弃”了太多。\n\n大概谁也不会想到有一天,“黑寡妇”斯嘉丽·约翰逊的新敌人会是迪士尼。\n7月30日,漫威还在公映的新片《黑寡妇》主演斯嘉丽·约翰逊向洛杉矶高等法院提起诉讼,","content":"<p>For Disney +,<a href=\"https://laohu8.com/S/DIS\">Disney</a>\"Turned his back\" too much. Probably no one would have imagined that one day, \"Black Widow\" Scarlett Johansson's new enemy would be Disney.</p><p>On July 30th, Scarlett Johansson, the star of Marvel Comics' new film \"Black Widow\", filed a lawsuit in the Los Angeles High Court, accusing Disney of violating the contract between the two parties by releasing \"Black Widow\" in cinemas and Disney + streaming services at the same time.</p><p>Johnson stated in the lawsuit documents,<b>Her deal with Disney-owned Marvel Entertainment guarantees the film will be released exclusively in theaters, and her pay depends largely on how well it does at the box office.</b></p><p>At the same time, the lawsuit documents wrote that Disney deliberately induced Marvel to violate the agreement without justifiable reason, with the purpose of preventing Johnson from realizing the full benefits of her agreement with Marvel. According to the Wall Street Journal, a person familiar with the details of her contract said that the decision to put the film on Disney + for simultaneous release<b>It is expected to cost Johnson more than $50 million.</b></p><p>It can be said that although Black Widow herself died in the movie, in reality she is still fighting to defend her own interests. For Disney, betting on streaming media has cost them the support of global cinemas, and now they are in court with one of the meritorious feats of the \"Marvel Universe\". What they will lose next may not be just the box office.</p><p><b>01、</b><b>For Disney +, Disney is willing to let Marvel break its promise</b></p><p>Faced with the sudden pressure of public opinion, Disney still shows its always indifferent or even arrogant attitude.</p><p>A Disney spokesman responded in a statement, saying that the lawsuit is meaningless. \"This lawsuit is particularly sad and frustrating because it coldly ignores the terrible and long-term global impact caused by COVID-19 pandemic. Disney has fully complied with the contract with Ms. Johnson,<b>And in addition to the $20 million she has received so far, the on-demand release of Black Widow through Disney + has also significantly improved her ability to earn extra pay.</b>”</p><p>Basically, Disney didn't respond directly to the question of whether it violated the contract between the two parties, but changed the subject and blamed COVID-19 pandemic for the decision to let Black Widow release in theaters and streaming.</p><p><img src=\"https://static.tigerbbs.com/f4710f736180b18e5381b3abb29073b6\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p><p>Black Widow goes live on Disney +</p><p>John Berlinski, a lawyer representing Johnson, said: \"As we all know, Disney released movies such as Black Widow directly to Disney + to increase subscribers, thus raising the company's stock price-and COVID-19 pandemic happened to be its best excuse. This certainly won't be the last case for Hollywood creators against Disney, and made it clear that no matter how the company pretends, it has a legal obligation to fulfill its contract.\"</p><p>It is also mentioned in the indictment documents that the annual bonuses of Disney Chairman Robert Iger and CEO Bob Chapek are directly tied to Disney + 's performance, and use it as a further motivation to finally put Black Widow on this first-class media platform.</p><p>Disney disclosed in 2021 that both Iger and Chapek received bonus incentives for the success of Disney +. \"In short, the message from Disney's top brass is clear: Grow Disney + subscribers, don't care about your contractual commitments, and you'll be rewarded,\" the indictment filing reads.</p><p>And in the prosecution documents, the prosecution also gave an email from Johnson's contract agent Kevin Yorn and Marvel's chief attorney Dave Galluzzi as early as May 2019. In fact, Johnson was already concerned about how Disney would handle \"Black Widow\" at that time. \"Widow\" is worried. But Dave Galluzzi promised at that time that Black Widow would have a traditional cinema release \"just like Captain Marvel\", and if the plan changed, they would communicate with Johnson and reach an agreement, because the original contract was based on a large box office bonus.</p><p>Obviously, things didn't develop as Dave Galluzzi said. Disney directly bypassed Marvel and made the decision to let \"Black Widow\" be released simultaneously with Disney + in theaters. After all, the former is the parent company that can make the decision. More importantly, Disney has no idea of re-communicating the contract with Scarlett Johansson at all. It just feels that including the revenue from streaming media on demand into the box office can still allow star actors to get a share of the revenue.</p><p><img src=\"https://static.tigerbbs.com/680780d736d817dce01093c477be2ef0\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p><p>Stills of Black Widow</p><p>But in fact, there are precedents to follow in this matter. When WarnerMedia suddenly announced last year that it would simultaneously launch Wonder Woman 1984 and many subsequent new films in theaters and HBO Max, it had already communicated with the actors in advance, renegotiated the contract and made compensation.<b>According to media reports at that time, Warner paid an extra $10 million in bonuses for gal gadot and director Patty Jenkins to make up for their possible loss of box office share, and in exchange for their support for the mixed distribution model.</b></p><p>Obviously, for Disney, which has always been strong, they largely don't care about the theaters or what the stars think. After all, the ultimate goal of the new executives headed by Bob Chapek is just to use better financial figures to make Wall Street and investors happy.</p><p><b>02、</b><b>\"Black Widow\" may become the worst box office in Marvel Comics history, detonating everything</b></p><p>Just one week after it briefly became the box office record in the \"post-epidemic\" era with US $80 million, the North American box office of \"Black Widow\" plummeted on the second weekend, with only US $26 million recorded at the box office, a drop of nearly 69%, which is one of the biggest declines in the history of Marvel movies and the worst in the \"Marvel Cinematic Universe\" released by Disney. In addition, during the opening weekend from July 9th to 11th, its box office dropped by an unprecedented 41% from the premiere on Friday to Saturday.</p><p>In the following weeks, the box office revenue dropped sharply. At present, the global box office revenue is only 319 million dollars.<b>It also makes Black Widow likely to be one of the lowest-grossing Marvel films of all time.</b>The unfavorable box office also made Disney announce the on-demand revenue of \"Black Widow\" on Disney + for the first time-the unit price is 30 US dollars. In the first weekend, it earned a total of 60 million US dollars through Disney + 's paid-on-demand broadcast, but only in the first week. After that, Disney began to keep this part of the revenue secret.</p><p>Of course, the bosses of North American cinemas won't miss this opportunity to criticize Disney severely.</p><p><img src=\"https://static.tigerbbs.com/f2a693546740cc39463292a9dc99a538\" tg-width=\"1080\" tg-height=\"572\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>The high-definition resources of Black Widow spread quickly on the Internet</p><p>The National Theatre Owners Association of the United States analyzed in its first public statement that the box office of Black Widow fell by nearly 69% in the second weekend.<b>The main reason is that Disney puts films online on Disney + simultaneously, which gives piracy the opportunity to become popular all over the world, thus keeping fans away from theaters and paid genuine versions.</b></p><p>These theories are indeed supported by data. According to TorrentFreak, a website that has been tracking pirated news for a long time, Black Widow was the most downloaded movie by piracy that week.</p><p>This kind of influence may be more obvious in areas that have not yet been released. In recent years, the mainland has gradually become the second largest ticket warehouse in Marvel Comics after North America. However, if you look at the nearly 90,000 scores of Douban movies, you will know that even if it has not yet been released, some people who want to watch Black Widow have already seen it. At the same time, it is not difficult to find pirated resources or illegal online viewing channels on the Chinese Internet. Without the bonus of theater audition experience, it amplifies the shortcomings in the plot of Marvel Comics movies. Douban's 6.4 score also creates a new low for Marvel Comics movies.</p><p>In addition to offending North American cinemas, in Japan, another major Disney market,<b>Disney is also continuously boycotted by TOHO, Japan's largest cinema chain, because it insists on the mixed distribution model</b>, since \"Mulan\", TOHO has not released any Disney movies, which directly led to the first weekend box office of \"Black Widow\" in Japan being far less than that of the little-known Japanese local movie \"Tokyo Avengers\", entering the second week The box office results directly fell out of the top three.</p><p><img src=\"https://static.tigerbbs.com/8cb4bfe8b65134955101fb015e47527f\" tg-width=\"1080\" tg-height=\"719\" referrerpolicy=\"no-referrer\"></p><p>Stills of Tokyo Avengers</p><p>Doug Creutz, an analyst at investment firm Cowen, said Disney is trying to play it safe and strive for balance because the company still needs a healthy theater market. In a note to clients, he wrote that if theater schedules were to shrink significantly, Disney's overall box office could take a more devastating hit, which risks not being compensated by streaming video-on-demand. Even Disney doesn't always have its cake and eat it too.</p><p>The failure of \"Black Widow\" at the box office and word-of-mouth undoubtedly became the fuse that detonated everything, and finally turned the stars and studios who had made mutual achievements against each other.</p><p>At the same time, Scarlett Johansson's public lawsuit may also become the vane of the whole entertainment industry. In pursuit of performance growth, large film and television entertainment companies prioritize their streaming services, and increasingly put their most attractive content on streaming media.<b>The changes have huge financial implications for actors and producers who want to ensure streaming doesn't grow at their own expense</b>。</p>","source":"lsy1621496880762","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>After pleasing Wall Street, Disney was sued by \"Black Widow\"</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\">\nAfter pleasing Wall Street, Disney was sued by \"Black Widow\"\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">壹番财经</strong><span class=\"h-time small\">2021-07-30 23:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p>For Disney +,<a href=\"https://laohu8.com/S/DIS\">Disney</a>\"Turned his back\" too much. Probably no one would have imagined that one day, \"Black Widow\" Scarlett Johansson's new enemy would be Disney.</p><p>On July 30th, Scarlett Johansson, the star of Marvel Comics' new film \"Black Widow\", filed a lawsuit in the Los Angeles High Court, accusing Disney of violating the contract between the two parties by releasing \"Black Widow\" in cinemas and Disney + streaming services at the same time.</p><p>Johnson stated in the lawsuit documents,<b>Her deal with Disney-owned Marvel Entertainment guarantees the film will be released exclusively in theaters, and her pay depends largely on how well it does at the box office.</b></p><p>At the same time, the lawsuit documents wrote that Disney deliberately induced Marvel to violate the agreement without justifiable reason, with the purpose of preventing Johnson from realizing the full benefits of her agreement with Marvel. According to the Wall Street Journal, a person familiar with the details of her contract said that the decision to put the film on Disney + for simultaneous release<b>It is expected to cost Johnson more than $50 million.</b></p><p>It can be said that although Black Widow herself died in the movie, in reality she is still fighting to defend her own interests. For Disney, betting on streaming media has cost them the support of global cinemas, and now they are in court with one of the meritorious feats of the \"Marvel Universe\". What they will lose next may not be just the box office.</p><p><b>01、</b><b>For Disney +, Disney is willing to let Marvel break its promise</b></p><p>Faced with the sudden pressure of public opinion, Disney still shows its always indifferent or even arrogant attitude.</p><p>A Disney spokesman responded in a statement, saying that the lawsuit is meaningless. \"This lawsuit is particularly sad and frustrating because it coldly ignores the terrible and long-term global impact caused by COVID-19 pandemic. Disney has fully complied with the contract with Ms. Johnson,<b>And in addition to the $20 million she has received so far, the on-demand release of Black Widow through Disney + has also significantly improved her ability to earn extra pay.</b>”</p><p>Basically, Disney didn't respond directly to the question of whether it violated the contract between the two parties, but changed the subject and blamed COVID-19 pandemic for the decision to let Black Widow release in theaters and streaming.</p><p><img src=\"https://static.tigerbbs.com/f4710f736180b18e5381b3abb29073b6\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p><p>Black Widow goes live on Disney +</p><p>John Berlinski, a lawyer representing Johnson, said: \"As we all know, Disney released movies such as Black Widow directly to Disney + to increase subscribers, thus raising the company's stock price-and COVID-19 pandemic happened to be its best excuse. This certainly won't be the last case for Hollywood creators against Disney, and made it clear that no matter how the company pretends, it has a legal obligation to fulfill its contract.\"</p><p>It is also mentioned in the indictment documents that the annual bonuses of Disney Chairman Robert Iger and CEO Bob Chapek are directly tied to Disney + 's performance, and use it as a further motivation to finally put Black Widow on this first-class media platform.</p><p>Disney disclosed in 2021 that both Iger and Chapek received bonus incentives for the success of Disney +. \"In short, the message from Disney's top brass is clear: Grow Disney + subscribers, don't care about your contractual commitments, and you'll be rewarded,\" the indictment filing reads.</p><p>And in the prosecution documents, the prosecution also gave an email from Johnson's contract agent Kevin Yorn and Marvel's chief attorney Dave Galluzzi as early as May 2019. In fact, Johnson was already concerned about how Disney would handle \"Black Widow\" at that time. \"Widow\" is worried. But Dave Galluzzi promised at that time that Black Widow would have a traditional cinema release \"just like Captain Marvel\", and if the plan changed, they would communicate with Johnson and reach an agreement, because the original contract was based on a large box office bonus.</p><p>Obviously, things didn't develop as Dave Galluzzi said. Disney directly bypassed Marvel and made the decision to let \"Black Widow\" be released simultaneously with Disney + in theaters. After all, the former is the parent company that can make the decision. More importantly, Disney has no idea of re-communicating the contract with Scarlett Johansson at all. It just feels that including the revenue from streaming media on demand into the box office can still allow star actors to get a share of the revenue.</p><p><img src=\"https://static.tigerbbs.com/680780d736d817dce01093c477be2ef0\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p><p>Stills of Black Widow</p><p>But in fact, there are precedents to follow in this matter. When WarnerMedia suddenly announced last year that it would simultaneously launch Wonder Woman 1984 and many subsequent new films in theaters and HBO Max, it had already communicated with the actors in advance, renegotiated the contract and made compensation.<b>According to media reports at that time, Warner paid an extra $10 million in bonuses for gal gadot and director Patty Jenkins to make up for their possible loss of box office share, and in exchange for their support for the mixed distribution model.</b></p><p>Obviously, for Disney, which has always been strong, they largely don't care about the theaters or what the stars think. After all, the ultimate goal of the new executives headed by Bob Chapek is just to use better financial figures to make Wall Street and investors happy.</p><p><b>02、</b><b>\"Black Widow\" may become the worst box office in Marvel Comics history, detonating everything</b></p><p>Just one week after it briefly became the box office record in the \"post-epidemic\" era with US $80 million, the North American box office of \"Black Widow\" plummeted on the second weekend, with only US $26 million recorded at the box office, a drop of nearly 69%, which is one of the biggest declines in the history of Marvel movies and the worst in the \"Marvel Cinematic Universe\" released by Disney. In addition, during the opening weekend from July 9th to 11th, its box office dropped by an unprecedented 41% from the premiere on Friday to Saturday.</p><p>In the following weeks, the box office revenue dropped sharply. At present, the global box office revenue is only 319 million dollars.<b>It also makes Black Widow likely to be one of the lowest-grossing Marvel films of all time.</b>The unfavorable box office also made Disney announce the on-demand revenue of \"Black Widow\" on Disney + for the first time-the unit price is 30 US dollars. In the first weekend, it earned a total of 60 million US dollars through Disney + 's paid-on-demand broadcast, but only in the first week. After that, Disney began to keep this part of the revenue secret.</p><p>Of course, the bosses of North American cinemas won't miss this opportunity to criticize Disney severely.</p><p><img src=\"https://static.tigerbbs.com/f2a693546740cc39463292a9dc99a538\" tg-width=\"1080\" tg-height=\"572\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>The high-definition resources of Black Widow spread quickly on the Internet</p><p>The National Theatre Owners Association of the United States analyzed in its first public statement that the box office of Black Widow fell by nearly 69% in the second weekend.<b>The main reason is that Disney puts films online on Disney + simultaneously, which gives piracy the opportunity to become popular all over the world, thus keeping fans away from theaters and paid genuine versions.</b></p><p>These theories are indeed supported by data. According to TorrentFreak, a website that has been tracking pirated news for a long time, Black Widow was the most downloaded movie by piracy that week.</p><p>This kind of influence may be more obvious in areas that have not yet been released. In recent years, the mainland has gradually become the second largest ticket warehouse in Marvel Comics after North America. However, if you look at the nearly 90,000 scores of Douban movies, you will know that even if it has not yet been released, some people who want to watch Black Widow have already seen it. At the same time, it is not difficult to find pirated resources or illegal online viewing channels on the Chinese Internet. Without the bonus of theater audition experience, it amplifies the shortcomings in the plot of Marvel Comics movies. Douban's 6.4 score also creates a new low for Marvel Comics movies.</p><p>In addition to offending North American cinemas, in Japan, another major Disney market,<b>Disney is also continuously boycotted by TOHO, Japan's largest cinema chain, because it insists on the mixed distribution model</b>, since \"Mulan\", TOHO has not released any Disney movies, which directly led to the first weekend box office of \"Black Widow\" in Japan being far less than that of the little-known Japanese local movie \"Tokyo Avengers\", entering the second week The box office results directly fell out of the top three.</p><p><img src=\"https://static.tigerbbs.com/8cb4bfe8b65134955101fb015e47527f\" tg-width=\"1080\" tg-height=\"719\" referrerpolicy=\"no-referrer\"></p><p>Stills of Tokyo Avengers</p><p>Doug Creutz, an analyst at investment firm Cowen, said Disney is trying to play it safe and strive for balance because the company still needs a healthy theater market. In a note to clients, he wrote that if theater schedules were to shrink significantly, Disney's overall box office could take a more devastating hit, which risks not being compensated by streaming video-on-demand. Even Disney doesn't always have its cake and eat it too.</p><p>The failure of \"Black Widow\" at the box office and word-of-mouth undoubtedly became the fuse that detonated everything, and finally turned the stars and studios who had made mutual achievements against each other.</p><p>At the same time, Scarlett Johansson's public lawsuit may also become the vane of the whole entertainment industry. In pursuit of performance growth, large film and television entertainment companies prioritize their streaming services, and increasingly put their most attractive content on streaming media.<b>The changes have huge financial implications for actors and producers who want to ensure streaming doesn't grow at their own expense</b>。</p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://mp.weixin.qq.com/s/rIQpgFtxC7Ilzh5GcPD6wg\">壹番财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d0efeb01481c9ccb1eec77635e4a129a","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://mp.weixin.qq.com/s/rIQpgFtxC7Ilzh5GcPD6wg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171728272","content_text":"为了Disney+,迪士尼“背弃”了太多。\n\n大概谁也不会想到有一天,“黑寡妇”斯嘉丽·约翰逊的新敌人会是迪士尼。\n7月30日,漫威还在公映的新片《黑寡妇》主演斯嘉丽·约翰逊向洛杉矶高等法院提起诉讼,指控迪士尼同时在影院和Disney+流媒体服务上映《黑寡妇》违反了双方的合同。\n约翰逊方面在诉讼文件中表示,她与迪士尼旗下漫威娱乐达成的协议保证该片将在影院独家上映,她的片酬在很大程度上取决于该片的票房表现。\n同时诉讼文件写道,迪士尼在没有正当理由的情况下故意诱导漫威违反协议,目的是阻止约翰逊实现她与漫威协议的全部收益。根据《华尔街日报》的报道,一位熟悉她合同细节的人士称,将这部电影放到Disney+上同步发行的决定预计将使约翰逊损失超过5000万美元。\n可以说尽管黑寡妇本人在电影里死了,但在现实中她却依然还在为捍卫自己的利益战斗着。而对迪士尼来说,押注流媒体已经让他们失去了全球院线的支持,如今又与“漫威宇宙”的功勋之一对簿公堂,接下来会失去的恐怕不再仅仅只是票房那么简单。\n01、为了Disney+,迪士尼甘愿让漫威违背承诺\n面对突如其来的舆论压力,迪士尼依然显示出其一贯毫不在意甚至傲慢的态度。\n迪士尼发言人在声明中回应,表示这起诉讼毫无意义,“这起诉讼尤其让人悲伤、沮丧,因为这是冷酷地无视了新冠疫情造成的可怕的、长期的全球性影响。迪士尼已经完全遵守了与约翰逊女士的合约,而且除了她迄今已经收到的2000万美元报酬,《黑寡妇》通过Disney+点播发行一事也显著提高了她赚取额外报酬的能力。”\n基本上迪士尼没有正面回应是否违反了双方合约的问题,而是转移话题将让《黑寡妇》进行院线与流媒体发行的决定归咎于新冠疫情。\n\n《黑寡妇》在Disney+上线\n代表约翰逊的律师John Berlinski则表示:“众所周知,迪士尼将《黑寡妇》等电影直接发布到Disney+上以增加订阅者,从而提高公司的股价——而新冠疫情恰好成为了其最好的借口。这肯定不会是好莱坞创作者对抗迪士尼的最后一个案例,并明确表示,无论该公司如何伪装,它都有履行合同的法律义务。”\n起诉文件中还提到,迪士尼董事长罗伯特·艾格和首席执行官鲍勃·查佩克的年度奖金与Disney+的表现直接挂钩,并将其作为将《黑寡妇》最终被放上这一流媒体平台的进一步动机。\n迪士尼公司在2021年曾披露,艾格和查佩克都因为Disney+的成功获得了奖金激励。“简而言之,迪士尼高层传达的信息很明确:增加Disney+订阅者,别在意你的合同承诺,你就会得到回报,”起诉文件中写道。\n并且在起诉文件中,起诉方也给出了约翰逊的合约代理Kevin Yorn与漫威首席律师Dave Galluzzi早在2019年5月的邮件,事实上在当时约翰逊方面就已经对迪士尼将会如何处理《黑寡妇》感到担心。但Dave Galluzzi当时承诺,《黑寡妇》将会进行传统的院线发行“就像《惊奇队长》一样”,而如果计划改变,他们将会与约翰逊进行沟通并达成一致,因为原先的合约是基于大额的票房分成奖金。\n显然之后的事情发展并未像Dave Galluzzi所说的那样发展。迪士尼直接绕开漫威做出了要让《黑寡妇》在院线与Disney+同步发行的决定,毕竟前者才是能拍板的母公司。更为关键的是,迪士尼也完全没有要与斯嘉丽·约翰逊重新沟通合约的想法,仅仅是觉得将流媒体点播部分的收入也归入票房,依然能够让明星演员获得分成收益。\n\n《黑寡妇》剧照\n但事实上,在这件事上完全也有先例可循,华纳传媒去年突然宣布要将《神奇女侠1984》以及之后的多部新片同步在院线与HBO Max上线时,就已经提前与演员们进行了沟通,并且重新协商了合约,并做出了补偿。据当时的媒体报道,华纳为盖尔·加朵与导演Patty Jenkins分别额外支付了一千万美元奖金,以弥补两人可能损失的票房分成,并换取二人对混合发行模式的支持。\n显然对于一向强势的迪士尼来说,他们在很大程度上既不在意院线也不在乎明星是怎么想的,毕竟以鲍勃·查佩克为首的新高管们的最终目的只是为了用更好的财务数字让华尔街与投资者开心。\n02、《黑寡妇》或成漫威史上最差票房,引爆一切\n在以8000万美元短暂成为了“后疫情”时代开画票房纪录仅仅一周之后,《黑寡妇》的北美票房在第二个周末便迎来暴跌,仅有2600万美元的票房入账,下降了近69%,是漫威电影有史以来最大的跌幅之一,也是迪士尼发行的“漫威电影宇宙”中最差的一部。此外,在7月9日至11日的开画首周末中,其票房从周五首映到周六更是空前地下降了41%之多。\n随后几周的票房收入更是急剧下降,目前全球票房收入仅为3.19亿美元,这也使《黑寡妇》可能会成为有史以来票房最低的漫威电影之一。票房不利,也让迪士尼破天荒首次公布了《黑寡妇》在Disney+上的点播收入——单价30美元,首周末通过Disney+的付费点播一共进账了6000万美元,但仅限第一周,之后迪士尼又开始对这部分收入讳莫如深。\n北美院线的老板们当然不会放过这个能把狠狠把迪士尼批判一番的机会。\n\n《黑寡妇》高清资源在网上迅速传开\n美国全国剧院所有者协会在第一时间的公开声明中就分析称《黑寡妇》第二个周末票房下降近69%,主要原因是迪士尼让影片同步上线Disney+,这让盗版有机会在全世界流行,从而使影迷们远离影院和付费正版。\n这些理论也确实不乏数据支持,根据长期跟踪盗版新闻的TorrentFreak网站称,《黑寡妇》是当周被盗版下载最多的电影。\n这种影响对于尚未公映的地区或许更加显性,最近几年内地已经逐渐成为了仅次于北美的漫威第二大票仓,但看看豆瓣电影接近9万人的打分就知道即便尚未公映,部分想看《黑寡妇》的人也都已经看过了,同时在中文互联网上要找到不论是盗版资源还是非法在线观看渠道都并不困难。而没有了影院试听体验的加成,更是放大了漫威电影剧情上的短板,豆瓣6.4分也创造了漫威电影的评分新低。\n除了得罪北美院线之外,在迪士尼的另一大市场——日本,迪士尼同样因为坚持混合发行模式而被日本第一大院线TOHO持续抵制,从《花木兰》至今,TOHO没有上映任何一部迪士尼电影,这也直接导致《黑寡妇》在日本的首周末票房远不及名不见经传的日本本土电影《东京复仇者》,进入第二周票房成绩更是直接跌出了前三。\n\n《东京复仇者》剧照\n投资机构Cowen的分析师Doug Creutz表示,迪士尼试图谨慎行事,力求平衡,因为该公司仍然需要一个健康的影院市场。他在给客户的一份报告中写道,如果影院排片大幅缩减,迪士尼的整体票房可能会受到更具破坏性的打击,这种打击有可能无法由流媒体视频点播弥补。就算是迪士尼也不总是能鱼与熊掌兼得。\n《黑寡妇》的票房与口碑双双失利,无疑成为了引爆一切的导火线,最终让原本相互成就的明星与制片厂反目成仇。\n同时,斯嘉丽·约翰逊此次的公开诉讼可能也会成为整个娱乐业的风向标。大型影视娱乐公司为了追求业绩增长,优先考虑他们的流媒体服务,并且越来越多地将他们吸引力最强的内容放在流媒体上。这些变化对演员和制片人却有着巨大的财务影响,而他们希望确保流媒体的增长不会以牺牲自己为代价。","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179577222,"gmtCreate":1626568958466,"gmtModify":1703761743010,"author":{"id":"3578892440594276","authorId":"3578892440594276","name":"loon0406","avatar":"https://static.tigerbbs.com/872e807a28a3499b290249033accf4b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578892440594276","idStr":"3578892440594276"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/179577222","repostId":"1163709730","repostType":4,"repost":{"id":"1163709730","kind":"news","pubTimestamp":1626566280,"share":"https://ttm.financial/m/news/1163709730?lang=en_US&edition=fundamental","pubTime":"2021-07-18 07:58","market":"us","language":"zh","title":"Cooperation with CATL regenerates variables, Apple is still strong in car manufacturing","url":"https://stock-news.laohu8.com/highlight/detail?id=1163709730","media":"36氪","summary":"在造车这一全新领域,即便有钱、有人、有号召力,只要Apple Car没真正上路,也很难断言常胜神话会终结还是延续。\n\nApple Car的轮廓正越来越清晰。\n根据DigiTimes Asia报道,苹果","content":"<p>In the brand-new field of car manufacturing, even if you have money, people, and appeal, as long as Apple Car is not really on the road, it is difficult to say that the myth of everlasting victory will end or continue. The outline of Apple Car is getting clearer and clearer.</p><p>According to DigiTimes Asia,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>We are selecting battery suppliers for Apple Car,<a href=\"https://laohu8.com/S/300750\">Ningde era</a>、<a href=\"https://laohu8.com/S/002594\">BYD</a>Are on the negotiating list. But Apple insists on using batteries made in the United States. If CATL and BYD are unwilling to build factories in the United States, they may not be selected. Apple has begun to turn its attention to Foxconn and Licai Power, which are willing to set up factories in the United States.</p><p>Apple has finally made some substantial progress in building cars. Compared with the iPhone iteration once a year, Apple's car-making process can be described as a long one. According to Ming-Chi Kuo, an analyst familiar with Apple, in the report: Apple cars will come out as early as 2025.</p><p>At the end of last year, Apple put setting up a factory in the United States on the agenda and began to find out the upstream and downstream supply chains. Last month, according to Reuters, Apple had begun negotiations with CATL and BYD. Even if we can't reach an agreement in the end, it can be seen that Apple's car-making plan has reached the supply chain stage. According to the Nikkei report, an executive of a supplier said that \"(Apple) is advancing negotiations with at least about six companies.\"</p><p>In the electronic equipment supply chain, Apple is a big customer that has to win, and many companies have grown into popular star companies in a short period of time relying on Apple's skyrocketing market value. Switching to the automotive field, Apple has become a wary intruder. Apple has always had absolute dominance in the supply chain, but in the ups and downs of building cars in the past seven years, they bitterly found themselves hitting walls everywhere. This is not the first time that negotiations with battery suppliers have changed, nor will it be the last.</p><p><b>Strong Apple VS Strong Supply Chain</b></p><p>Apple has never been able to find a car-making partner that can negotiate.</p><p>There is an embarrassing reality behind this. Apple once defined smart phones, true wireless Bluetooth headsets and tablet devices, and it naturally became the rule maker.<b>It is used to control and toughness.</b></p><p>Many times, the ups and downs of the supply chain follow Apple's actions. 70% of Foxconn's orders come from Apple, and even moved some production lines to Vietnam according to Apple's request.</p><p>Any disturbance about Apple will cause fluctuations in the \"fruit chain\" company.<a href=\"https://laohu8.com/S/300207\">Sunwoda</a>In 2011, through cooperation with ATL, it began to supply batteries for iPhone 3 and iPod, but the supplier of iPhone 4 was replaced by Desai, which directly led to a 13% year-on-year decline in Sunwoda's net profit.</p><p>Nicknamed \"Fruit Chain Three Idiots\" by stockholders<a href=\"https://laohu8.com/S/002241\">Goertek shares</a>、<a href=\"https://laohu8.com/S/300433\">Lens Technology</a>And<a href=\"https://laohu8.com/S/002475\">Luxshare Precision</a>This year, due to factors such as the poor performance of the iPhone 12mini, the stock price has fallen by more than 40% in three months.</p><p>Without Apple's blessing, most of these fruit chain companies will become boring and be left behind by the capital market. Removed this year<a href=\"https://laohu8.com/S/002456\">OFILM</a>It's a vivid case-the stock price has fallen back to 2 years ago.</p><p>In the field of electric vehicles, however, it's a latecomer. Of course, the giants who control the industry will not ignore such attractive customers as Apple, but they will not rely on Apple's aura.</p><p>In 2020, CATL's annual installed capacity reached 34Gwh, ranking first, followed by LG Chem and<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Supplied<a href=\"https://laohu8.com/S/PC\">Panasonic</a>, Foxconn and Likai Power are not in the top ten list. Faced with the battery supply chain that is already a giant, it is difficult to say who is stronger. It is also an expedient measure for Apple to find Foxconn and Likai Electric Power.</p><p>The cooperation between Apple and OEMs has also been experiencing similar constant transitions.</p><p>In 2015, according to the German \"Manager Magazine\" report, Cook visited BMW's i3 factory in Leipzig with great interest and wanted to develop his own electric vehicle based on BMW i3. According to Reuters, at that time, people from BMW also hinted at the intention of cooperation, but it soon disappeared because BMW was unwilling to give its own technology to each other and become a foundry.</p><p>After that, Apple found Daimler, the parent company of Mercedes-Benz, and the open ending was similar to BMW: it did not cooperate to build complete vehicles, and other cooperation was not ruled out. \"We're not going to be Apple's Foxconn,\" said Dieter Zetsche, then CEO of Daimler.</p><p>Japanese and Korean car companies have become Apple's next wave of targets, and similar stories to BMW and Daimler are repeated in Nissan. But the cooperation with Korean companies has been ready to come out once. On February 3 this year, CNBC reported that Apple is cooperating with Kia to produce cars, and it is a veritable \"Apple Car\". Kia has given great support, and the software and hardware will be in Apple's own hands.</p><p><img src=\"https://static.tigerbbs.com/3fc4f09737d8c79a5ef730d5101ea134\" tg-width=\"1050\" tg-height=\"590\" referrerpolicy=\"no-referrer\"></p><p>Image from MondayNote concept diagram</p><p>However, a week after the report was released, Kia issued an announcement saying that it was not negotiating with Apple to cooperate on the development of self-driving cars.</p><p>When an anonymous executive explained the reason, he repeated the same concerns of Kia, BMW and Daimler. But this may be just one of the reasons, said Kwon Soon-woo, an analyst at SK Securities. \"The news exposure may violate the confidentiality agreement, which is not very comfortable.\"</p><p>Apple has always strictly controlled the supply chain, paying special attention to confidentiality. CNBC reports touched Apple's reverse scales. When we cooperate, we have our own thoughts, and it's not unexpected that we break up unhappily. After the cooperation with Kia failed, Apple found LG, which is also in South Korea, and the outcome was pending.</p><p>Whether it's an OEM or a Tier 1 supplier, it's hard not to worry about a behemoth like Apple with a market value of US $2 trillion. Perhaps for Apple, the glorious success of the past has become a curse.</p><p><b>Apple enters a strange land</b></p><p>No one can deny Apple's technical strength. According to Reuters, Apple has developed a \"breakthrough\" battery technology monocell (single cell), that is, all cells are fused together to remove the gaps between the batteries, so that a battery pack of the same size can accommodate a larger capacity battery, providing longer battery life and saving costs.</p><p>If this technology is mass-produced, just as the iPhone came out at that time, it will undoubtedly be another industry earthquake.</p><p>However, the technical difficulties of electric vehicles are not only batteries. Electric drives, motors, etc. are unfamiliar fields to Apple. Apple also wants to get involved in unmanned driving and in-vehicle systems. Apple is most keen on this kind of all-inclusive software and hardware, and Tesla's success has also proved its feasibility, but Apple obviously has more constraints than startups.</p><p>Initially, Apple took a two-pronged approach. Although the hardware was not progressing well, the in-vehicle system CarPlay was well received. 60% of new cars sold last year supported CarPlay.</p><p>This is just an expedient measure. Sooner or later, car manufacturers will use their own systems. Just operating systems cannot carry Apple's ambitions at all. After developing its own car hit a wall, Apple once turned to driverless technology with higher thresholds.</p><p>But Apple doesn't seem to be going all out. For years, its road test data has lagged far behind<a href=\"https://laohu8.com/S/GOOG\">Google</a>。 According to the 2020 report of the California Department of Motor Vehicles, Apple's road test mileage last year was 30,000 kilometers, and Waymo, a Google-based driverless car company, had a road test mileage of 1.01 million kilometers last year.</p><p>No one knows what is happening inside Apple, and the outside world can only rely on the departure of executives to describe its turmoil. In 2021 alone, three executives from Apple's self-driving car team left, including veteran Benjamin Leone, who helped form the original car team and led several key projects.</p><p>But from the high-salary poaching everywhere, we can see that Apple attaches great importance to the automotive business. In the car manufacturing team, there is the vice president who was in charge of Porsche's chassis development business<a href=\"https://laohu8.com/S/0NQ2.UK\">Manfrey</a>De Haller, former Model 3 chief engineer and Tesla senior vice president of engineering Doug Field. Last month, ulrich kranz, a former BMW executive, joined the Apple team, and it was he who led the development of i3, which Cook was particularly interested in.</p><p><img src=\"https://static.tigerbbs.com/643a06e5fe3fa9441ce99560ca24cc7f\" tg-width=\"360\" tg-height=\"480\" referrerpolicy=\"no-referrer\"></p><p>Doug Field Image via: electrek</p><p>Even though cooperation with the outside world lingers, many people still believe in Apple's ability to integrate the supply chain. Morgan Stanley once said: \"Drawing on Tesla's success, we have always believed that technology companies like Apple are more competitive than traditional OEMs.\"</p><p>Apple hasn't rolled over on consumer electronics products for many years, and even left the impression that as long as it sells, the products will sell well. However, in the brand-new field of car manufacturing, facing cars with more than 30,000 parts, even if there is money, people and appeal, as long as Apple Car is not really on the road, it is difficult to say that the myth of everlasting victory will end or continue.</p>","source":"36k","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>Cooperation with CATL regenerates variables, Apple is still strong in car manufacturing</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\">\nCooperation with CATL regenerates variables, Apple is still strong in car manufacturing\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">36氪</strong><span class=\"h-time small\">2021-07-18 07:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In the brand-new field of car manufacturing, even if you have money, people, and appeal, as long as Apple Car is not really on the road, it is difficult to say that the myth of everlasting victory will end or continue. The outline of Apple Car is getting clearer and clearer.</p><p>According to DigiTimes Asia,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>We are selecting battery suppliers for Apple Car,<a href=\"https://laohu8.com/S/300750\">Ningde era</a>、<a href=\"https://laohu8.com/S/002594\">BYD</a>Are on the negotiating list. But Apple insists on using batteries made in the United States. If CATL and BYD are unwilling to build factories in the United States, they may not be selected. Apple has begun to turn its attention to Foxconn and Licai Power, which are willing to set up factories in the United States.</p><p>Apple has finally made some substantial progress in building cars. Compared with the iPhone iteration once a year, Apple's car-making process can be described as a long one. According to Ming-Chi Kuo, an analyst familiar with Apple, in the report: Apple cars will come out as early as 2025.</p><p>At the end of last year, Apple put setting up a factory in the United States on the agenda and began to find out the upstream and downstream supply chains. Last month, according to Reuters, Apple had begun negotiations with CATL and BYD. Even if we can't reach an agreement in the end, it can be seen that Apple's car-making plan has reached the supply chain stage. According to the Nikkei report, an executive of a supplier said that \"(Apple) is advancing negotiations with at least about six companies.\"</p><p>In the electronic equipment supply chain, Apple is a big customer that has to win, and many companies have grown into popular star companies in a short period of time relying on Apple's skyrocketing market value. Switching to the automotive field, Apple has become a wary intruder. Apple has always had absolute dominance in the supply chain, but in the ups and downs of building cars in the past seven years, they bitterly found themselves hitting walls everywhere. This is not the first time that negotiations with battery suppliers have changed, nor will it be the last.</p><p><b>Strong Apple VS Strong Supply Chain</b></p><p>Apple has never been able to find a car-making partner that can negotiate.</p><p>There is an embarrassing reality behind this. Apple once defined smart phones, true wireless Bluetooth headsets and tablet devices, and it naturally became the rule maker.<b>It is used to control and toughness.</b></p><p>Many times, the ups and downs of the supply chain follow Apple's actions. 70% of Foxconn's orders come from Apple, and even moved some production lines to Vietnam according to Apple's request.</p><p>Any disturbance about Apple will cause fluctuations in the \"fruit chain\" company.<a href=\"https://laohu8.com/S/300207\">Sunwoda</a>In 2011, through cooperation with ATL, it began to supply batteries for iPhone 3 and iPod, but the supplier of iPhone 4 was replaced by Desai, which directly led to a 13% year-on-year decline in Sunwoda's net profit.</p><p>Nicknamed \"Fruit Chain Three Idiots\" by stockholders<a href=\"https://laohu8.com/S/002241\">Goertek shares</a>、<a href=\"https://laohu8.com/S/300433\">Lens Technology</a>And<a href=\"https://laohu8.com/S/002475\">Luxshare Precision</a>This year, due to factors such as the poor performance of the iPhone 12mini, the stock price has fallen by more than 40% in three months.</p><p>Without Apple's blessing, most of these fruit chain companies will become boring and be left behind by the capital market. Removed this year<a href=\"https://laohu8.com/S/002456\">OFILM</a>It's a vivid case-the stock price has fallen back to 2 years ago.</p><p>In the field of electric vehicles, however, it's a latecomer. Of course, the giants who control the industry will not ignore such attractive customers as Apple, but they will not rely on Apple's aura.</p><p>In 2020, CATL's annual installed capacity reached 34Gwh, ranking first, followed by LG Chem and<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Supplied<a href=\"https://laohu8.com/S/PC\">Panasonic</a>, Foxconn and Likai Power are not in the top ten list. Faced with the battery supply chain that is already a giant, it is difficult to say who is stronger. It is also an expedient measure for Apple to find Foxconn and Likai Electric Power.</p><p>The cooperation between Apple and OEMs has also been experiencing similar constant transitions.</p><p>In 2015, according to the German \"Manager Magazine\" report, Cook visited BMW's i3 factory in Leipzig with great interest and wanted to develop his own electric vehicle based on BMW i3. According to Reuters, at that time, people from BMW also hinted at the intention of cooperation, but it soon disappeared because BMW was unwilling to give its own technology to each other and become a foundry.</p><p>After that, Apple found Daimler, the parent company of Mercedes-Benz, and the open ending was similar to BMW: it did not cooperate to build complete vehicles, and other cooperation was not ruled out. \"We're not going to be Apple's Foxconn,\" said Dieter Zetsche, then CEO of Daimler.</p><p>Japanese and Korean car companies have become Apple's next wave of targets, and similar stories to BMW and Daimler are repeated in Nissan. But the cooperation with Korean companies has been ready to come out once. On February 3 this year, CNBC reported that Apple is cooperating with Kia to produce cars, and it is a veritable \"Apple Car\". Kia has given great support, and the software and hardware will be in Apple's own hands.</p><p><img src=\"https://static.tigerbbs.com/3fc4f09737d8c79a5ef730d5101ea134\" tg-width=\"1050\" tg-height=\"590\" referrerpolicy=\"no-referrer\"></p><p>Image from MondayNote concept diagram</p><p>However, a week after the report was released, Kia issued an announcement saying that it was not negotiating with Apple to cooperate on the development of self-driving cars.</p><p>When an anonymous executive explained the reason, he repeated the same concerns of Kia, BMW and Daimler. But this may be just one of the reasons, said Kwon Soon-woo, an analyst at SK Securities. \"The news exposure may violate the confidentiality agreement, which is not very comfortable.\"</p><p>Apple has always strictly controlled the supply chain, paying special attention to confidentiality. CNBC reports touched Apple's reverse scales. When we cooperate, we have our own thoughts, and it's not unexpected that we break up unhappily. After the cooperation with Kia failed, Apple found LG, which is also in South Korea, and the outcome was pending.</p><p>Whether it's an OEM or a Tier 1 supplier, it's hard not to worry about a behemoth like Apple with a market value of US $2 trillion. Perhaps for Apple, the glorious success of the past has become a curse.</p><p><b>Apple enters a strange land</b></p><p>No one can deny Apple's technical strength. According to Reuters, Apple has developed a \"breakthrough\" battery technology monocell (single cell), that is, all cells are fused together to remove the gaps between the batteries, so that a battery pack of the same size can accommodate a larger capacity battery, providing longer battery life and saving costs.</p><p>If this technology is mass-produced, just as the iPhone came out at that time, it will undoubtedly be another industry earthquake.</p><p>However, the technical difficulties of electric vehicles are not only batteries. Electric drives, motors, etc. are unfamiliar fields to Apple. Apple also wants to get involved in unmanned driving and in-vehicle systems. Apple is most keen on this kind of all-inclusive software and hardware, and Tesla's success has also proved its feasibility, but Apple obviously has more constraints than startups.</p><p>Initially, Apple took a two-pronged approach. Although the hardware was not progressing well, the in-vehicle system CarPlay was well received. 60% of new cars sold last year supported CarPlay.</p><p>This is just an expedient measure. Sooner or later, car manufacturers will use their own systems. Just operating systems cannot carry Apple's ambitions at all. After developing its own car hit a wall, Apple once turned to driverless technology with higher thresholds.</p><p>But Apple doesn't seem to be going all out. For years, its road test data has lagged far behind<a href=\"https://laohu8.com/S/GOOG\">Google</a>。 According to the 2020 report of the California Department of Motor Vehicles, Apple's road test mileage last year was 30,000 kilometers, and Waymo, a Google-based driverless car company, had a road test mileage of 1.01 million kilometers last year.</p><p>No one knows what is happening inside Apple, and the outside world can only rely on the departure of executives to describe its turmoil. In 2021 alone, three executives from Apple's self-driving car team left, including veteran Benjamin Leone, who helped form the original car team and led several key projects.</p><p>But from the high-salary poaching everywhere, we can see that Apple attaches great importance to the automotive business. In the car manufacturing team, there is the vice president who was in charge of Porsche's chassis development business<a href=\"https://laohu8.com/S/0NQ2.UK\">Manfrey</a>De Haller, former Model 3 chief engineer and Tesla senior vice president of engineering Doug Field. Last month, ulrich kranz, a former BMW executive, joined the Apple team, and it was he who led the development of i3, which Cook was particularly interested in.</p><p><img src=\"https://static.tigerbbs.com/643a06e5fe3fa9441ce99560ca24cc7f\" tg-width=\"360\" tg-height=\"480\" referrerpolicy=\"no-referrer\"></p><p>Doug Field Image via: electrek</p><p>Even though cooperation with the outside world lingers, many people still believe in Apple's ability to integrate the supply chain. Morgan Stanley once said: \"Drawing on Tesla's success, we have always believed that technology companies like Apple are more competitive than traditional OEMs.\"</p><p>Apple hasn't rolled over on consumer electronics products for many years, and even left the impression that as long as it sells, the products will sell well. However, in the brand-new field of car manufacturing, facing cars with more than 30,000 parts, even if there is money, people and appeal, as long as Apple Car is not really on the road, it is difficult to say that the myth of everlasting victory will end or continue.</p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://36kr.com/p/1312893301785096\">36氪</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3fc4f09737d8c79a5ef730d5101ea134","relate_stocks":{"300750":"宁德时代","03086":"华夏纳指","09086":"华夏纳指-U","AAPL":"苹果"},"source_url":"https://36kr.com/p/1312893301785096","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163709730","content_text":"在造车这一全新领域,即便有钱、有人、有号召力,只要Apple Car没真正上路,也很难断言常胜神话会终结还是延续。\n\nApple Car的轮廓正越来越清晰。\n根据DigiTimes Asia报道,苹果正遴选Apple Car的电池供应商,宁德时代、比亚迪都在谈判名单中。但苹果坚持要用美国产的电池,如果宁德时代和比亚迪不愿意在美国建厂,或许无法入选。苹果已经开始将目光转向愿意在美国设厂的富士康和立凯电能。\n苹果造车终于有了些实质性进展。比起iPhone一年迭代一次,苹果造车历程可谓漫长。根据熟悉苹果的分析师郭明錤在报告中透露:苹果汽车问世最早都要在2025年。\n去年末,苹果已经将在美国设厂提上日程,并开始摸底上下游供应链。而上个月,根据路透社报道,苹果已经开始和宁德时代和比亚迪洽谈。即便最后没能谈拢,也可以看出苹果造车计划已经走到了供应链阶段。而根据日经报道,一家供应商的高管表示“(苹果)至少正与约6家企业推进(造整车)谈判”。\n在电子设备供应链,苹果是抢破头都要拿下的大客户,也有不少公司依托苹果市值暴涨,在很短时间长成热捧的明星公司。转投汽车领域,苹果却成为让人戒备的闯入者。苹果从来在供应链都有绝对主导权,但在造车这7年的起伏中,他们苦涩地发现自己四处碰壁。和电池供应商的谈判生变不是第一次,也不会是最后一次。\n强势的苹果VS强势的供应链\n苹果一直没能找到谈得拢的造车伙伴。\n这背后有个尴尬的现实,苹果曾定义了智能机、真无线蓝牙耳机和平板设备,它顺理成章成为规则的制定人。它已经习惯了控制、也习惯了强硬。\n很多时候,供应链的兴衰起落都跟随着苹果的动作。富士康70%的订单来自苹果,甚至按照苹果的要求,将部分生产线移到了越南。\n任何关于苹果的风吹草动都会引起“果链”公司的波动。欣旺达2011年通过与ATL合作,开始为iPhone 3和iPod供应电池,但iPhone 4的供应商换成了德赛,直接导致欣旺达净利润同比下滑了13%。\n被股民戏称为“果链三傻” 歌尔股份、蓝思科技和立讯精密今年因为iPhone 12mini表现不佳等因素,在3个月中股价跌了40%以上。\n离开苹果加持,这些果链公司多半会变得无聊,被资本市场扔在脑后。今年被剔出的欧菲光就是鲜活的案例——股价已经跌回2年前。\n然而,在电动汽车领域,它是个后来者。把持行业的巨头们当然不会忽视苹果这样极具号召力的客户,但也不至于依赖苹果光环。\n2020年,宁德时代全年装机量达到34Gwh,位列第一,其后是LG化学和为特斯拉供货的松下,前十的名单中没有富士康和立凯电能。面对本身已经是巨头的电池供应链,很难说谁更强势,苹果找到富士康和立凯电能也算权宜之计。\n苹果和主机厂的合作也一直经历着类似不断的转场。\n2015年,据德国《经理人杂志》报道,库克饶有兴致地访问了宝马莱比锡的i3工厂,还想在宝马i3基础上开发自己的电动车。据路透社称,当时宝马方的人还暗示了合作意向,但很快没了下文,因为宝马并不愿意将自己的技术倾囊相授,沦为代工厂。\n之后苹果又找到奔驰母公司戴姆勒,开放式的结局和宝马类似:不合作造整车,不排除其他合作。“我们不打算成苹果的富士康。”时任戴姆勒CEO的迪特·蔡澈如此表示。\n日韩车企成为苹果下一波目标,和宝马、戴姆勒类似的故事在日产汽车上重演。但和韩国企业的合作有一次已经呼之欲出。今年2月3日,CNBC报道苹果正和起亚合作生产汽车,而且是名副其实的“Apple Car”,起亚给了很大支持,软硬件都会握在苹果自己手中。\n\n图片来自MondayNote概念图\n然而,报道发布后一周,起亚发布公告,称没有与苹果公司就合作研发自动驾驶汽车事宜进行谈判。\n一位匿名高管解释原因时,重复了起亚和宝马、戴姆勒相同的顾虑。但这也许只是理由之一, SK Securities 的分析师Kwon Soon-woo 表示,“新闻曝光,可能违反了保密协议,这可不是很舒服的事。”\n苹果向来对供应链管控严格,尤其重视保密,CNBC报道触到了苹果的逆鳞。合作时本就各怀心思,不欢而散也不算意外。和起亚合作告吹后,苹果又找到了同样在韩国的LG,结局又悬而未决。\n主机厂也好、Tier 1的供应商也好,面对苹果这样2万亿美元市值的庞然巨兽,很难不心生顾虑。或许对于苹果来说,过去辉煌的成功反而成为一种魔咒。\n苹果进入陌生地带\n没人能否认苹果的技术实力,根据路透社报道,苹果已经研发出了“突破性”的电池技术monocell(单电池),也就是将所有电芯融在一起,去掉电池之间的空隙,这样同样大小的电池包里可以容纳更大容量的电池,提供更长续航,也能节约成本。\n如果这种技术量产,正如当时iPhone横空问世一样,无疑又是一次行业地震。\n但电动车的技术难关不仅仅是电池,电驱、电机等等都是苹果陌生的领域,苹果还想涉足无人驾驶和车载系统。苹果最热衷这种大包大揽的软硬件,特斯拉的成功也证明了可行性,但比起初创公司,苹果显然有更多掣肘。\n最初,苹果双管齐下,虽然硬件进展不顺利,但车载系统CarPlay饱受好评,去年售出的新车中60%都支持CarPlay。\n这只是权宜之计,车厂迟早会使用自己的系统,只做操作系统根本不能承载苹果的野心。开发自有汽车碰壁后,苹果一度转向门槛更高的无人驾驶技术。\n但苹果似乎没有全力以赴,多年以来,它的路测数据都大幅度落后于谷歌。根据加州机动车管理局2020年报告,苹果去年路测里程为3万公里,谷歌系无人驾驶汽车公司Waymo去年路测里程已经达到了101万公里。\n无人清楚苹果内部发生着什么,外界只能靠一个个高管离职描摹它的动荡。仅仅在2021年,苹果自动驾驶汽车团队就有三位高管离职,其中包括老兵本杰明.利昂,正是他帮助组建了最初的汽车团队,并且领导了几个关键项目。\n但从四处高薪挖人,又可以看出苹果对汽车业务的重视。在造车团队中,有曾负责保时捷底盘开发业务的副总裁曼弗雷德·哈勒,前 Model 3 首席工程师、特斯拉高级工程副总裁道格.菲尔德。上个月,宝马的前高管乌尔里希・克兰兹加入苹果团队,正是他带领开发了库克当年尤为感兴趣的i3。\n\n道格.菲尔德 图片来自:electrek\n即便和外部合作徘徊不前,很多人仍然相信苹果整合供应链的能力。摩根斯坦利曾表示:“借鉴特斯拉的成功,我们一直认为,像苹果这样的科技企业要比传统OEM厂商拥有更强大的竞争力。”\n苹果多年没在消费电子产品上翻车,甚至留下只要它出手,产品就会大卖的印象。然而在造车这一全新领域,面对超过3万个零件的汽车,即便有钱、有人、有号召力,只要Apple Car没真正上路,也很难断言常胜神话会终结还是延续。","news_type":1,"symbols_score_info":{"300750":0.9,"09086":0.9,"AAPL":0.9,"03086":0.9}},"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146992757,"gmtCreate":1626048287479,"gmtModify":1703752216682,"author":{"id":"3578892440594276","authorId":"3578892440594276","name":"loon0406","avatar":"https://static.tigerbbs.com/872e807a28a3499b290249033accf4b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578892440594276","idStr":"3578892440594276"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/146992757","repostId":"1128521631","repostType":4,"repost":{"id":"1128521631","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":1626047703,"share":"https://ttm.financial/m/news/1128521631?lang=en_US&edition=fundamental","pubTime":"2021-07-12 07:55","market":"hk","language":"zh","title":"Tengsheng Boyao-B has a winning rate of 5% for one lot, and 40 lots are subscribed to secure one lot","url":"https://stock-news.laohu8.com/highlight/detail?id=1128521631","media":"老虎资讯综合","summary":"7月12日,腾盛博药-B发布公告,发售价厘定为每股发售股份22.25港元,全球发售所得款项净额预计约为23.34亿港元(假设超额配股权未获行使),预期股份将于2021年7月13日(星期二)上午九时正(","content":"<p>July 12th,<a href=\"https://laohu8.com/S/02137\">Tengsheng Boyao-B</a>According to the announcement, the offer price is determined at HK $22.25 per offer share, and the net proceeds from the global offering are expected to be approximately HK $2.334 billion (assuming that the over-allotment option is not exercised). Trading on the Stock Exchange begins at 9:00 am (Hong Kong time).</p><p><b>The relevant data of Tiger Information Collation is as follows:</b></p><p><img src=\"https://static.tigerbbs.com/6804fe5ca9085f6481244e4a826c03d7\" tg-width=\"1059\" tg-height=\"824\" referrerpolicy=\"no-referrer\"></p><p><b>Distribution result:</b></p><p>Group A has 500 shares per lot, and the winning rate of one lot is 5%. If you subscribe for 40 lots, you will secure one lot.</p><p>The head of Group B is 30,000 shares (600 lots), and 4,500 shares (9 lots) are allocated.</p><p><img src=\"https://static.tigerbbs.com/6cc9c803bdb4af0ada0033deaba2cc37\" tg-width=\"726\" tg-height=\"769\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8be19769443a8c996cbf0f219b3cd790\" tg-width=\"734\" tg-height=\"392\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/6f25a813ef2012066cd493f9512952f7\" tg-width=\"738\" tg-height=\"481\" referrerpolicy=\"no-referrer\"></p><p>If the over-allotment option is exercised in full, the company will receive additional net proceeds of approximately HK $357 million for the 16.737 million additional offer shares to be issued after the over-allotment option is exercised.</p><p>The Hong Kong Public Offering was substantially oversubscribed. A total of 246,500 valid applications were received to subscribe for a total of 3.259 billion Hong Kong Offer Shares, equivalent to approximately 292 times the total number of 11.158 million Hong Kong Offer Shares initially available for subscription under the Hong Kong Public Offering.</p><p>As the Hong Kong Public Offering was over-subscribed by more than 100 times, 44.632 million Offer Shares have been reallocated from the International Offering to the Hong Kong Public Offering. The final number of Offer Shares under the Hong Kong Public Offering is thus increased to 55.79 million Offer Shares, representing 50% of the total number of Offer Shares initially available for subscription under the Global Offering (before any over-allotment option is exercised).</p><p>The Offer Shares initially offered under the International Offering have been substantially oversubscribed, representing approximately 12 times the total number of Offer Shares initially available under the International Offering. After the reallocation of the Offer Shares from the International Offering to the Hong Kong Public Offering, the final number of Offer Shares under the International Offering is 55.79 million shares, equivalent to 50% of the total number of Offer Shares initially available for subscription under the Global Offering (before any over-allotment option is exercised). Under the international offering, 16.737 million offer shares were over-allocated, with a total of 160 placees.</p><p>Based on the Offer Price of HK $22.25 per Offer Share, according to the Cornerstone Investment Agreement, the Cornerstone Investors have subscribed for a total of 53.0275 million Offer Shares, equivalent to approximately 7.51% of the Company's issued share capital immediately after the completion of the Global Offering and 47.52% of the number of offer shares under the Global Offering, both cases assuming that the over-allotment option has not been exercised.</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>Tengsheng Boyao-B has a winning rate of 5% for one lot, and 40 lots are subscribed to secure one lot</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\">\nTengsheng Boyao-B has a winning rate of 5% for one lot, and 40 lots are subscribed to secure one lot\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\">2021-07-12 07:55</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>July 12th,<a href=\"https://laohu8.com/S/02137\">Tengsheng Boyao-B</a>According to the announcement, the offer price is determined at HK $22.25 per offer share, and the net proceeds from the global offering are expected to be approximately HK $2.334 billion (assuming that the over-allotment option is not exercised). Trading on the Stock Exchange begins at 9:00 am (Hong Kong time).</p><p><b>The relevant data of Tiger Information Collation is as follows:</b></p><p><img src=\"https://static.tigerbbs.com/6804fe5ca9085f6481244e4a826c03d7\" tg-width=\"1059\" tg-height=\"824\" referrerpolicy=\"no-referrer\"></p><p><b>Distribution result:</b></p><p>Group A has 500 shares per lot, and the winning rate of one lot is 5%. If you subscribe for 40 lots, you will secure one lot.</p><p>The head of Group B is 30,000 shares (600 lots), and 4,500 shares (9 lots) are allocated.</p><p><img src=\"https://static.tigerbbs.com/6cc9c803bdb4af0ada0033deaba2cc37\" tg-width=\"726\" tg-height=\"769\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8be19769443a8c996cbf0f219b3cd790\" tg-width=\"734\" tg-height=\"392\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/6f25a813ef2012066cd493f9512952f7\" tg-width=\"738\" tg-height=\"481\" referrerpolicy=\"no-referrer\"></p><p>If the over-allotment option is exercised in full, the company will receive additional net proceeds of approximately HK $357 million for the 16.737 million additional offer shares to be issued after the over-allotment option is exercised.</p><p>The Hong Kong Public Offering was substantially oversubscribed. A total of 246,500 valid applications were received to subscribe for a total of 3.259 billion Hong Kong Offer Shares, equivalent to approximately 292 times the total number of 11.158 million Hong Kong Offer Shares initially available for subscription under the Hong Kong Public Offering.</p><p>As the Hong Kong Public Offering was over-subscribed by more than 100 times, 44.632 million Offer Shares have been reallocated from the International Offering to the Hong Kong Public Offering. The final number of Offer Shares under the Hong Kong Public Offering is thus increased to 55.79 million Offer Shares, representing 50% of the total number of Offer Shares initially available for subscription under the Global Offering (before any over-allotment option is exercised).</p><p>The Offer Shares initially offered under the International Offering have been substantially oversubscribed, representing approximately 12 times the total number of Offer Shares initially available under the International Offering. After the reallocation of the Offer Shares from the International Offering to the Hong Kong Public Offering, the final number of Offer Shares under the International Offering is 55.79 million shares, equivalent to 50% of the total number of Offer Shares initially available for subscription under the Global Offering (before any over-allotment option is exercised). Under the international offering, 16.737 million offer shares were over-allocated, with a total of 160 placees.</p><p>Based on the Offer Price of HK $22.25 per Offer Share, according to the Cornerstone Investment Agreement, the Cornerstone Investors have subscribed for a total of 53.0275 million Offer Shares, equivalent to approximately 7.51% of the Company's issued share capital immediately after the completion of the Global Offering and 47.52% of the number of offer shares under the Global Offering, both cases assuming that the over-allotment option has not been exercised.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{"02137":"腾盛博药-B"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128521631","content_text":"7月12日,腾盛博药-B发布公告,发售价厘定为每股发售股份22.25港元,全球发售所得款项净额预计约为23.34亿港元(假设超额配股权未获行使),预期股份将于2021年7月13日(星期二)上午九时正(香港时间)开始在联交所买卖。\n老虎资讯整理相关数据如下:\n\n分配结果:\n甲组每手500股,一手中签率5%,认购40手稳中一手。\n乙组头为3万股(600手),获配4500股(9手)。\n\n倘超额配股权获悉数行使,公司将就超额配股权获行使后拟发行的1673.7万股额外发售股份收取额外所得款项净额约3.57亿港元。\n香港公开发售获大量超额认购。合共接获24.65万份有效申请,认购合共32.59亿股香港发售股份,相当于香港公开发售项下初步可供认购香港发售股份总数1115.8万股的约292倍。\n由于香港公开发售的超额认购超过100倍,4463.2万股发售股份已由国际发售重新分配至香港公开发售。香港公开发售项下发售股份的最终数目由此增加至5579万股发售股份,相当于全球发售项下初步可供认购发售股份总数的50%(于任何超额配股权获行使前)。\n国际发售项下初步提呈发售的发售股份已获大幅超额认购,相当于国际发售项下初步可供认购发售股份总数的约12倍。于将发售股份由国际发售重新分配至香港公开发售后,国际发售项下发售股份最终数目为5579万股,相当于全球发售项下初步可供认购发售股份总数的50%(于任何超额配股权获行使前)。国际发售项下超额分配1673.7万股发售股份,并共有160名承配人。\n基于发售价每股发售股份22.25港元,根据基石投资协议,基石投资者已认购合共5302.75万股发售股份,相当于紧随全球发售完成后本公司已发行股本的约7.51%及全球发售项下发售股份数目的47.52%,两种情况均假设超额配股权未获行使。","news_type":1,"symbols_score_info":{"02137":0.9}},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3584867430360256","authorId":"3584867430360256","name":"中国ChinaATM","avatar":"https://static.tigerbbs.com/bd214125064b4d25501bb48cef2fb529","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3584867430360256","idStr":"3584867430360256"},"content":"Good morning!","text":"Good morning!","html":"Good morning!"}],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}