PTdudu personal page - To The Moon

PTdudu

PTdudu

港股冲冲冲

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2021-04-29

threatened by Shopify?

Amazon Performance Outlook: Applaud but not sell, can it make a comeback in the new quarter?

2021-06-12

Unbelievable

Tiger Securities helped BOSS Zhipin land on Nasdaq, opening up 75% on the first day

2021-06-15

Not easy

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2021-05-02

im satisfied

@胖虎哒哒:伯克希爾公司回報率下降，巴菲特的股東們不耐煩了？

2021-05-04

Grow wealth slowly

@话题虎:炒股對你的生活產生了哪些影響？

2021-04-25

Tencent is an ETF already

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2021-04-24

Wow

Invest 50 billion in 5 years! Baidu and Geely will join forces to develop smart cars

2021-07-05

Long cvx

UAE refuses to extend OPEC + production deal until end of 2022

2021-06-20

Vaccines did have positive impact

The Biden administration completes 300 million doses of vaccination, and the goal of 70% adult vaccination meets the challenge

2021-06-16

Omg

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2021-05-11

firece competition

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2021-05-09

Read

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2021-04-28

Why going down

Microsoft's financial report exceeded expectations, cloud business maintained high growth rate, and stock price fell back from high levels

2021-05-08

BTC still promising

Sorry, the original content has been removed

2021-04-17

culture shock

Buying a house or buying stocks? This is how American residents currently see it

2021-07-15

Nice

Microsoft announces Windows 365 Cloud PC service for business customers

2021-06-14

Not so friendly

BYD Chairman Wang Chuanfu: Negotiating car manufacturing cooperation with Xiaomi

2021-06-13

long road

Sorry, the original content has been removed

2021-05-30

Pricing bias

Why is 51Talk, which has made profits for 6 consecutive quarters, not popular with capital?

2021-05-22

Good news to ordinary people

Mortgage interest rates are raised, real estate taxes are approaching, and the window period for buying a house is closed?

Go to Tiger App to see more news

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watermelon","listText":"Eat watermelon","text":"Eat watermelon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/173899654","repostId":"173194210","repostType":1,"repost":{"id":173194210,"gmtCreate":1626631465630,"gmtModify":1703762461348,"author":{"id":"3494378197296027","authorId":"3494378197296027","name":"王春龙Bale","avatar":"https://static.tigerbbs.com/11e561afcd6e41b0d7953fc87b7c54a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494378197296027","idStr":"3494378197296027"},"themes":[],"htmlText":"360是哪吒汽車的“精神股東”？被媒體質疑老周是“有一批股票要套現”後，360和哪吒先後闢謠1.最近，有自媒體質疑360投資哪吒汽車實際上一分錢都還沒給，屬於精神股東——“360的朋友告訴乃悟，他們和哪吒只是草簽了一個協議，實際上一分錢都還沒給，目前只是調了一些安全技術人員過去，屬於精神上的股東：老周有一批股票要套現，想沖沖股價。至於爲什麼選擇哪吒汽車，其實也很簡單。造車從0到1要兩百個億，360拿不出，蔚來、小鵬、理想這種新勢力三傻背後已經站滿了資本，360也投不起。”2.對此，360公司表示，與哪吒汽車的合作一直以來都按照雙方預設的進度正常有序進行，並且雙方都在按協議要求正常履約。這種罔顧事實的言論已違反國家對於“自媒體嚴禁散佈虛假信息\"的相關規範，對雙方企業的日常經營工作也都造成了困擾。目前360公司已經委託律師所向該媒體發出律師函。3.而哪吒汽車也發佈聲明稱，事實上，360公司與哪吒汽車的合作，一直以來都按照雙方預設的進度正常有序進行，並且雙方都在按協議要求正常履約。今年6月，哪吒汽車的交付量達到了4583輛，僅次於理想、蔚來和小鵬，位居國內造車新勢力的第四位。<a target=\"_blank\" href=\"https://laohu8.com/S/601360\">$三六零(601360)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鵬汽車(XPEV)$</a>","listText":"360是哪吒汽車的“精神股東”？被媒體質疑老周是“有一批股票要套現”後，360和哪吒先後闢謠1.最近，有自媒體質疑360投資哪吒汽車實際上一分錢都還沒給，屬於精神股東——“360的朋友告訴乃悟，他們和哪吒只是草簽了一個協議，實際上一分錢都還沒給，目前只是調了一些安全技術人員過去，屬於精神上的股東：老周有一批股票要套現，想沖沖股價。至於爲什麼選擇哪吒汽車，其實也很簡單。造車從0到1要兩百個億，360拿不出，蔚來、小鵬、理想這種新勢力三傻背後已經站滿了資本，360也投不起。”2.對此，360公司表示，與哪吒汽車的合作一直以來都按照雙方預設的進度正常有序進行，並且雙方都在按協議要求正常履約。這種罔顧事實的言論已違反國家對於“自媒體嚴禁散佈虛假信息\"的相關規範，對雙方企業的日常經營工作也都造成了困擾。目前360公司已經委託律師所向該媒體發出律師函。3.而哪吒汽車也發佈聲明稱，事實上，360公司與哪吒汽車的合作，一直以來都按照雙方預設的進度正常有序進行，並且雙方都在按協議要求正常履約。今年6月，哪吒汽車的交付量達到了4583輛，僅次於理想、蔚來和小鵬，位居國內造車新勢力的第四位。<a target=\"_blank\" href=\"https://laohu8.com/S/601360\">$三六零(601360)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a><a target=\"_blank\" 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is not bright yet","listText":"Future is not bright yet","text":"Future is not bright yet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/179596817","repostId":"1181291944","repostType":4,"isVote":1,"tweetType":1,"viewCount":2523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179915232,"gmtCreate":1626481456626,"gmtModify":1703760812120,"author":{"id":"3581757303005744","authorId":"3581757303005744","name":"PTdudu","avatar":"https://static.tigerbbs.com/9476e0bb1514fa0fd9abee038060fdb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757303005744","idStr":"3581757303005744"},"themes":[],"htmlText":"Horrible","listText":"Horrible","text":"Horrible","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/179915232","repostId":"179056675","repostType":1,"repost":{"id":179056675,"gmtCreate":1626477517787,"gmtModify":1703760721264,"author":{"id":"3527667586584720","authorId":"3527667586584720","name":"小虎综合资讯","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667586584720","idStr":"3527667586584720"},"themes":[],"title":"昨夜今晨：抗疫概念股逆勢走強！中概教育股集體重挫","htmlText":"摘要：美股三大指數收跌，抗疫概念股逆勢走強；中概教育股集體重挫；霧芯科技跌9.52%，國家衛健委正推動全國層面控煙立法；Moderna收盤漲超10%創歷史新高，市值超1150億美元&gt;&gt;&gt; 海外市場 美股收盤：憂慮後續復甦路徑 三大股指跌近1% 出於對後續疫情進展和經濟復甦路徑的擔憂，即便財報季整體如預期般強勁，仍難以阻擋三大指數週五集體下跌，並在周線層面上結束了此前的三連陽。截至收盤，標普500指數跌0.75%，報4327.16點；納斯達克指數跌0.80%，報14427.24點；道瓊斯指數跌0.86%，報34687.85點。 中概教育股集體重挫！霧芯科技跌超9% 截至收盤，<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>跌1.24%、<a href=\"https://laohu8.com/S/00700\">$騰訊(00700)$</a>ADR跌1.60%、<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>跌3.20%、<a href=\"https://laohu8.com/S/JD\">$京東(JD)$</a>跌1.65%、<a href=\"https://laohu8.com/S/NTES\">$網易(NTES)$</a>跌2.02%、<a href=\"https://laohu8.com/S/BILI\">$嗶哩嗶哩(BILI)$</a>跌1.01%、<a href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a>漲2.01%、<a href=\"https://laohu8.com/S/LI\">$理想汽車(LI)$</a>跌2.13%、<a href=\"https://laohu8.com/S/XPEV\">$小鵬汽車(X</a>","listText":"摘要：美股三大指數收跌，抗疫概念股逆勢走強；中概教育股集體重挫；霧芯科技跌9.52%，國家衛健委正推動全國層面控煙立法；Moderna收盤漲超10%創歷史新高，市值超1150億美元&gt;&gt;&gt; 海外市場 美股收盤：憂慮後續復甦路徑 三大股指跌近1% 出於對後續疫情進展和經濟復甦路徑的擔憂，即便財報季整體如預期般強勁，仍難以阻擋三大指數週五集體下跌，並在周線層面上結束了此前的三連陽。截至收盤，標普500指數跌0.75%，報4327.16點；納斯達克指數跌0.80%，報14427.24點；道瓊斯指數跌0.86%，報34687.85點。 中概教育股集體重挫！霧芯科技跌超9% 截至收盤，<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>跌1.24%、<a href=\"https://laohu8.com/S/00700\">$騰訊(00700)$</a>ADR跌1.60%、<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>跌3.20%、<a href=\"https://laohu8.com/S/JD\">$京東(JD)$</a>跌1.65%、<a href=\"https://laohu8.com/S/NTES\">$網易(NTES)$</a>跌2.02%、<a href=\"https://laohu8.com/S/BILI\">$嗶哩嗶哩(BILI)$</a>跌1.01%、<a href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a>漲2.01%、<a href=\"https://laohu8.com/S/LI\">$理想汽車(LI)$</a>跌2.13%、<a href=\"https://laohu8.com/S/XPEV\">$小鵬汽車(X</a>","text":"摘要：美股三大指數收跌，抗疫概念股逆勢走強；中概教育股集體重挫；霧芯科技跌9.52%，國家衛健委正推動全國層面控煙立法；Moderna收盤漲超10%創歷史新高，市值超1150億美元>>> 海外市場 美股收盤：憂慮後續復甦路徑 三大股指跌近1% 出於對後續疫情進展和經濟復甦路徑的擔憂，即便財報季整體如預期般強勁，仍難以阻擋三大指數週五集體下跌，並在周線層面上結束了此前的三連陽。截至收盤，標普500指數跌0.75%，報4327.16點；納斯達克指數跌0.80%，報14427.24點；道瓊斯指數跌0.86%，報34687.85點。 中概教育股集體重挫！霧芯科技跌超9% 截至收盤，$阿里巴巴(BABA)$跌1.24%、$騰訊(00700)$ADR跌1.60%、$百度(BIDU)$跌3.20%、$京東(JD)$跌1.65%、$網易(NTES)$跌2.02%、$嗶哩嗶哩(BILI)$跌1.01%、$蔚來(NIO)$漲2.01%、$理想汽車(LI)$跌2.13%、$小鵬汽車(X","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/179056675","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170911328,"gmtCreate":1626399227764,"gmtModify":1703759364907,"author":{"id":"3581757303005744","authorId":"3581757303005744","name":"PTdudu","avatar":"https://static.tigerbbs.com/9476e0bb1514fa0fd9abee038060fdb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757303005744","idStr":"3581757303005744"},"themes":[],"htmlText":"Scared by DiDi&nbsp;","listText":"Scared by DiDi&nbsp;","text":"Scared by DiDi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/170911328","repostId":"1158010074","repostType":4,"repost":{"id":"1158010074","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":1626399166,"share":"https://ttm.financial/m/news/1158010074?lang=en_US&edition=fundamental","pubTime":"2021-07-16 09:32","market":"us","language":"zh","title":"Market news: Chinese startup Xiaohongshu is reported to suspend its listing in the United States","url":"https://stock-news.laohu8.com/highlight/detail?id=1158010074","media":"老虎资讯综合","summary":"7月16日，市场消息：中国初创公司小红书据悉将暂停在美国上市；小红书据悉与顾问商议IPO方案。\n估值50亿美元的“种草”社区，小红书的商业化迷途\n近日，小红书上市的消息频频传出，吸引了外界的众多关注。","content":"<p>July 16, market news: Chinese startup Xiaohongshu is reported to suspend its listing in the United States; Xiaohongshu is reported to be discussing the IPO plan with consultants.</p><p><b>A \"grass-planting\" community with a valuation of US $5 billion, Xiaohongshu's commercialization is lost</b></p><p>Recently, the news of Xiaohongshu's listing has spread frequently, attracting a lot of attention from the outside world.</p><p>This young lifestyle sharing platform, founded in 2013, has gained over 300 million users in just six years, mainly aged 18-34, mainly female users, accounting for more than 90%.</p><p>Since its establishment, Xiaohongshu's vigorous development has attracted the favor of the capital market, and has successively won<a href=\"https://laohu8.com/S/00700\">Tencent</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Waiting for the investment of Internet giants, in March 2020, Xiaohongshu conducted Series E financing, and the company's valuation reached US $5 billion, becoming one of the leading communities in China.</p><p>According to Analysys data, as of February 2021, Xiaohongshu has 138 million monthly active users. Compared with January 2020, Xiaohongshu's monthly active users have increased by more than 70%.</p><p>In addition to the growth of users, at the same time, in terms of content, pan-knowledge, travel, food, knowledge and other content are also developing and growing in Xiaohongshu, and are no longer just beauty makeup in inherent cognition.</p><p>From \"finding good things from all over the world\" to \"marking my life\", from single beauty to pan-life, Xiaohongshu has already gone a long way. Regardless of the growth of users and content, Xiaohongshu is accelerating to break through the circle, but the competition in the capital market ultimately depends on strength. On the path of traffic realization and commercialization, Xiaohongshu still has problems that need to be further solved.</p><p><b>1. The growth history of the \"grass planting\" community</b></p><p>At the earliest, Xiaohongshu entered the user's field of vision as a UGC (\"User Generated Content\", that is, user-originated content) shopping note sharing community. Aiming at female users who love outbound travel and shopping value, especially white-collar workers in first-and second-tier cities., According to Tianyancha information, Xingyin Information Technology (Shanghai) Co., Ltd., where Xiaohongshu is located, has a registered capital of 1 million yuan. It was established in June 2013, and its founders are Mao Wenchao and Qu Fang.</p><p>At the end of the same year, the \"Xiaohongshu Shopping Notes\" App was launched. According to the data at that time, since its launch in the Apple Store, the number of logged-in users has increased to hundreds of thousands, and it has gained a large number of loyal fans in a short period of time.</p><p>In 2014, Xiaohongshu's e-commerce business began to develop its strength. The cross-border e-commerce platform \"Welfare Society\" was launched, and Xiaohongshu launched the \"Welfare Society\" to collect the most reputable overseas products and sell them to users in the form of self-operated e-commerce, thus beginning to transform into community-based e-commerce. According to media reports, with zero advertising, the sales of Xiaohongshu Welfare Society exceeded 200 million in half a year.</p><p>By June 2015, Xiaohongshu App ranked 4th in the overall App Store list and 2nd in the life category list, with a user base of 15 million.</p><p>In 2017, the cross-border e-commerce industry as a whole declined, and Xiaohongshu began to transform, from an overseas shopping e-commerce community to a life sharing community.</p><p>From shopping strategies to information sharing communities to \"community + e-commerce\" platforms, Xiaohongshu's ecological chain continues to show a rich trend, involving a wider range of scenes, such as beauty, sports, study, travel, food, etc., covering almost all aspects of life.</p><p>At the same time, the development path of Xiaohongshu's star effect blessing has become clearer. A wave of celebrities bringing goods has quietly become popular, and it has also brought a lot of traffic to the platform.</p><p>According to relevant statistics, as of May 9, 2021, Xiaohongshu has a total of 1,301 certified artist homepages, and Xiaohongshu platform has established a new platform image because of the star and KOLs that have settled in.</p><p>Looking back at the growth history of Xiaohongshu, Xiaohongshu has entered its 8th year and has experienced a total of 6 rounds of financing. As Xiaohongshu frequently receives star capital investment, the outside world's valuation of Xiaohongshu has also risen. According to media sources, Xiaohongshu's valuation may have exceeded US $10 billion.</p><p>Xiaohongshu has a strong consumption attribute. The community culture of \"planting grass\" gives birth to users' consumption demand and realizes the transformation of community content into e-commerce traffic.</p><p>With capital blessing and rising valuations, Xiaohongshu is also constantly making new attempts around traffic layout.</p><p><b>2. Traffic marketing of \"National Grass Planter\"</b></p><p>As a sharing community platform for young people, Xiaohongshu is known as the \"national grass planter\".</p><p>According to<a href=\"https://laohu8.com/S/000750\">Guohai Securities</a>According to the research report, Xiaohongshu's profit mainly comes from four parts, namely KOL/KOC (key opinion leaders and key opinion consumers) planting grass and bringing goods, membership system, e-commerce live broadcast, and advertising revenue.</p><p>Seeking KOL cooperation is one of the main ways of brand marketing at present. The KOL group has developed rapidly, and KOL marketing on major social media platforms has been generally recognized by the market, among which Xiaohongshu has made outstanding achievements. As of September 2020, Xiaohongshu's active KOLs (4 or more updates per week) have exceeded 100,000, and some KOLs have entered the daily update stage.</p><p>At the beginning of the rise of the concept of KOC, due to changes in social media and marketing methods, consumers began to be willing to be \"planted\" by people around them. With the blessing of live broadcast and social networking, KOC began to be given more meanings. KOC itself is a user, and it can influence other users through empathy, plant grass for users, and let users take the initiative to pay.</p><p>\"The first stock of Xiaohongshu's new brand\"-Perfect Diary is to shorten the distance with passers-by through the continuous long-term launch of Xiaohongshu KOL and KOC, gain consumers' favorable impression of product brands, and increase the number of passers-by to fans Then to the conversion of consumers, the rapid increase of product sales and brand awareness, successfully entering the \"100 million yuan club\" and becoming the number one in the beauty category.</p><p>Another profit point of Xiaohongshu comes from the membership system. Members have set a total of three prices: 199 yuan annual card, 55 yuan quarterly card, and 19.9 yuan monthly card. Obviously, from the overall price point of view, the 199 yuan annual card is equivalent to only 16.5 yuan per month, which is more suitable for users who have been using Xiaohongshu for long-term shopping.</p><p>Generally speaking, members and e-commerce are developed in conjunction with each other. If the volume of shopping malls cannot be increased, it will be difficult for members to obtain more benefits from ecological enrichment.</p><p>In addition to the membership system, which is the direct income of the platform, Xiaohongshu makes profits by drawing commissions for the other three items. E-commerce and advertising are the main sources of income for the platform.</p><p>Since 2019, Xiaohongshu has begun to deploy live broadcast e-commerce, preparing to accelerate its live broadcast process.</p><p>Xiaohongshu currently has three live broadcast entrances. One is at the top of the \"Follow\" page on the homepage, which will display the live broadcast of the people that users follow; Second, on the \"Discovery\" page of the homepage, the second column below is the live broadcast; The third is to search for \"Xiaohongshu Live\" in the search bar, and the entrance of the live broadcast square will appear.</p><p>As a life sharing community, Xiaohongshu Live Broadcast has interactive live broadcasts in addition to live broadcasts with goods. However, in the live broadcast square, Xiaohongshu's live broadcast and interactive live broadcast are mixed together, and there is no classification, and there is no category division for live broadcast, and various contents are intertwined and complicated.</p><p>It can be seen that Xiaohongshu has not yet effectively planned and screened the live broadcast content. The content system is complex, and the support for live broadcast delivery is not enough.</p><p>In April 2020, Xiaohongshu launched a 10 billion traffic increase plan, of which 5 billion was used to support video creators. It can also be seen that Xiaohongshu is still mainly based on video content, and live broadcasts are still in a secondary position. Under the trend of live broadcast, the situation of Xiaohongshu live broadcast is undoubtedly embarrassing.</p><p>With Taobao, Kuaishou,<a href=\"https://laohu8.com/S/DYIN\">Douyin</a>Xiaohongshu, which mainly relies on traditional graphic information advertisements to attract traffic, has gradually been left behind. Obviously, over-reliance on the revenue of information flow advertising has also caused it to miss the opportunity of live streaming, which has fettered the development process of Xiaohongshu's live streaming business.</p><p>Facts have proved that in the era of traffic, only pioneers can win time and market.</p><p>How to establish a closed loop of e-commerce, maximize the efficiency of traffic for your own use, and how to realize commercial realization, these still seem to be the difficult problems that plague the development of Xiaohongshu.</p><p><b>3. The path to commercialization is lost</b></p><p>When the platform has enough users and traffic, it is necessary to explore the road of commercialization.</p><p>Compared with other content communities, although Xiaohongshu does not have an extremely entangled game between content communities and commercial monetization, like other content platforms, it also faces the embarrassing situation of user experience and commercial monetization.</p><p>From the monetization port, although Xiaohongshu has a strong \"grass-planting attribute\", users may not spend on Xiaohongshu after the generation of consumer demand. Some users plant grass on Xiaohongshu and then open Taobao for shopping.</p><p>Xiaohongshu's e-commerce business is also not satisfactory. In order to establish a closed loop of e-commerce, Xiaohongshu tried to launch its own beauty and home furnishing brand \"Youguang REDelight\", a new retail offline store \"RED Home\", and an online social e-commerce company \"Xiaohongdian\". However, this series of actions did not cause much splash, and its own brand \"Youguang Life Museum\" even heard voices of team dissolution and store closure. It can be described as hitting a wall everywhere.</p><p>In addition to the difficulties in realizing traffic, Xiaohongshu, as a content community platform, has increased in the number of users in recent years, and some negative information such as product quality problems, fake notes, false advertisements, and the prevalence of showing off wealth has also followed. There have even been various wild illegal operations such as \"pornography\" and \"black medical beauty\". This directly affects the platform authenticity and credibility of the Xiaohongshu community.</p><p>In July 2019, Xiaohongshu was asked by the regulatory authorities to conduct self-examination, and it was removed from major app stores for more than two months. It was suspected that it was caused by content violations.</p><p>As early as March 2019, Xiaohongshu appeared on Weibo's hot search topic with the topic of # Xiaohongshu writes 50 articles on behalf of #. Community ecology.</p><p>In November 2020, Xiaohongshu fell into the \"pornography\" controversy again. At the same time, a trend of showing off wealth became popular in Xiaohongshu. There was a saying circulating in the market: \"There are tens of millions of richest people in the world, and half of them are in Xiaohongshu.\"</p><p>Xiaohongshu quickly denied it, and then officially launched a special crackdown to rectify bad information such as \"showing off wealth\" and \"vulgar soft pornography\" on the platform. Within 10 days after the launch of the special action, nearly 1,000 illegal notes were removed from the shelves, and nearly 200 related accounts were punished.</p><p>In addition, data brushing has become the norm, counterfeiting is rampant, a large amount of user privacy information has been leaked, commercialization attempts have encountered difficulties, delays in making profits, and performance has not met expectations... All these negative public opinions have pushed Xiaohongshu to the forefront.</p><p>What is certain is that after the explosive growth of users and platform scale, how to better weigh the relationship between content ecology and business layout seems to be a problem that Xiaohongshu needs to further solve.</p><p>In the capital market, bilibili, Kuaishou, Douyin,<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>When large community households flourish, the market competition Xiaohongshu will face in the future will become increasingly fierce.</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>Market news: Chinese startup Xiaohongshu is reported to suspend its listing in the United States</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; 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}\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\">\nMarket news: Chinese startup Xiaohongshu is reported to suspend its listing in the United States\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\">2021-07-16 09:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>July 16, market news: Chinese startup Xiaohongshu is reported to suspend its listing in the United States; Xiaohongshu is reported to be discussing the IPO plan with consultants.</p><p><b>A \"grass-planting\" community with a valuation of US $5 billion, Xiaohongshu's commercialization is lost</b></p><p>Recently, the news of Xiaohongshu's listing has spread frequently, attracting a lot of attention from the outside world.</p><p>This young lifestyle sharing platform, founded in 2013, has gained over 300 million users in just six years, mainly aged 18-34, mainly female users, accounting for more than 90%.</p><p>Since its establishment, Xiaohongshu's vigorous development has attracted the favor of the capital market, and has successively won<a href=\"https://laohu8.com/S/00700\">Tencent</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Waiting for the investment of Internet giants, in March 2020, Xiaohongshu conducted Series E financing, and the company's valuation reached US $5 billion, becoming one of the leading communities in China.</p><p>According to Analysys data, as of February 2021, Xiaohongshu has 138 million monthly active users. Compared with January 2020, Xiaohongshu's monthly active users have increased by more than 70%.</p><p>In addition to the growth of users, at the same time, in terms of content, pan-knowledge, travel, food, knowledge and other content are also developing and growing in Xiaohongshu, and are no longer just beauty makeup in inherent cognition.</p><p>From \"finding good things from all over the world\" to \"marking my life\", from single beauty to pan-life, Xiaohongshu has already gone a long way. Regardless of the growth of users and content, Xiaohongshu is accelerating to break through the circle, but the competition in the capital market ultimately depends on strength. On the path of traffic realization and commercialization, Xiaohongshu still has problems that need to be further solved.</p><p><b>1. The growth history of the \"grass planting\" community</b></p><p>At the earliest, Xiaohongshu entered the user's field of vision as a UGC (\"User Generated Content\", that is, user-originated content) shopping note sharing community. Aiming at female users who love outbound travel and shopping value, especially white-collar workers in first-and second-tier cities., According to Tianyancha information, Xingyin Information Technology (Shanghai) Co., Ltd., where Xiaohongshu is located, has a registered capital of 1 million yuan. It was established in June 2013, and its founders are Mao Wenchao and Qu Fang.</p><p>At the end of the same year, the \"Xiaohongshu Shopping Notes\" App was launched. According to the data at that time, since its launch in the Apple Store, the number of logged-in users has increased to hundreds of thousands, and it has gained a large number of loyal fans in a short period of time.</p><p>In 2014, Xiaohongshu's e-commerce business began to develop its strength. The cross-border e-commerce platform \"Welfare Society\" was launched, and Xiaohongshu launched the \"Welfare Society\" to collect the most reputable overseas products and sell them to users in the form of self-operated e-commerce, thus beginning to transform into community-based e-commerce. According to media reports, with zero advertising, the sales of Xiaohongshu Welfare Society exceeded 200 million in half a year.</p><p>By June 2015, Xiaohongshu App ranked 4th in the overall App Store list and 2nd in the life category list, with a user base of 15 million.</p><p>In 2017, the cross-border e-commerce industry as a whole declined, and Xiaohongshu began to transform, from an overseas shopping e-commerce community to a life sharing community.</p><p>From shopping strategies to information sharing communities to \"community + e-commerce\" platforms, Xiaohongshu's ecological chain continues to show a rich trend, involving a wider range of scenes, such as beauty, sports, study, travel, food, etc., covering almost all aspects of life.</p><p>At the same time, the development path of Xiaohongshu's star effect blessing has become clearer. A wave of celebrities bringing goods has quietly become popular, and it has also brought a lot of traffic to the platform.</p><p>According to relevant statistics, as of May 9, 2021, Xiaohongshu has a total of 1,301 certified artist homepages, and Xiaohongshu platform has established a new platform image because of the star and KOLs that have settled in.</p><p>Looking back at the growth history of Xiaohongshu, Xiaohongshu has entered its 8th year and has experienced a total of 6 rounds of financing. As Xiaohongshu frequently receives star capital investment, the outside world's valuation of Xiaohongshu has also risen. According to media sources, Xiaohongshu's valuation may have exceeded US $10 billion.</p><p>Xiaohongshu has a strong consumption attribute. The community culture of \"planting grass\" gives birth to users' consumption demand and realizes the transformation of community content into e-commerce traffic.</p><p>With capital blessing and rising valuations, Xiaohongshu is also constantly making new attempts around traffic layout.</p><p><b>2. Traffic marketing of \"National Grass Planter\"</b></p><p>As a sharing community platform for young people, Xiaohongshu is known as the \"national grass planter\".</p><p>According to<a href=\"https://laohu8.com/S/000750\">Guohai Securities</a>According to the research report, Xiaohongshu's profit mainly comes from four parts, namely KOL/KOC (key opinion leaders and key opinion consumers) planting grass and bringing goods, membership system, e-commerce live broadcast, and advertising revenue.</p><p>Seeking KOL cooperation is one of the main ways of brand marketing at present. The KOL group has developed rapidly, and KOL marketing on major social media platforms has been generally recognized by the market, among which Xiaohongshu has made outstanding achievements. As of September 2020, Xiaohongshu's active KOLs (4 or more updates per week) have exceeded 100,000, and some KOLs have entered the daily update stage.</p><p>At the beginning of the rise of the concept of KOC, due to changes in social media and marketing methods, consumers began to be willing to be \"planted\" by people around them. With the blessing of live broadcast and social networking, KOC began to be given more meanings. KOC itself is a user, and it can influence other users through empathy, plant grass for users, and let users take the initiative to pay.</p><p>\"The first stock of Xiaohongshu's new brand\"-Perfect Diary is to shorten the distance with passers-by through the continuous long-term launch of Xiaohongshu KOL and KOC, gain consumers' favorable impression of product brands, and increase the number of passers-by to fans Then to the conversion of consumers, the rapid increase of product sales and brand awareness, successfully entering the \"100 million yuan club\" and becoming the number one in the beauty category.</p><p>Another profit point of Xiaohongshu comes from the membership system. Members have set a total of three prices: 199 yuan annual card, 55 yuan quarterly card, and 19.9 yuan monthly card. Obviously, from the overall price point of view, the 199 yuan annual card is equivalent to only 16.5 yuan per month, which is more suitable for users who have been using Xiaohongshu for long-term shopping.</p><p>Generally speaking, members and e-commerce are developed in conjunction with each other. If the volume of shopping malls cannot be increased, it will be difficult for members to obtain more benefits from ecological enrichment.</p><p>In addition to the membership system, which is the direct income of the platform, Xiaohongshu makes profits by drawing commissions for the other three items. E-commerce and advertising are the main sources of income for the platform.</p><p>Since 2019, Xiaohongshu has begun to deploy live broadcast e-commerce, preparing to accelerate its live broadcast process.</p><p>Xiaohongshu currently has three live broadcast entrances. One is at the top of the \"Follow\" page on the homepage, which will display the live broadcast of the people that users follow; Second, on the \"Discovery\" page of the homepage, the second column below is the live broadcast; The third is to search for \"Xiaohongshu Live\" in the search bar, and the entrance of the live broadcast square will appear.</p><p>As a life sharing community, Xiaohongshu Live Broadcast has interactive live broadcasts in addition to live broadcasts with goods. However, in the live broadcast square, Xiaohongshu's live broadcast and interactive live broadcast are mixed together, and there is no classification, and there is no category division for live broadcast, and various contents are intertwined and complicated.</p><p>It can be seen that Xiaohongshu has not yet effectively planned and screened the live broadcast content. The content system is complex, and the support for live broadcast delivery is not enough.</p><p>In April 2020, Xiaohongshu launched a 10 billion traffic increase plan, of which 5 billion was used to support video creators. It can also be seen that Xiaohongshu is still mainly based on video content, and live broadcasts are still in a secondary position. Under the trend of live broadcast, the situation of Xiaohongshu live broadcast is undoubtedly embarrassing.</p><p>With Taobao, Kuaishou,<a href=\"https://laohu8.com/S/DYIN\">Douyin</a>Xiaohongshu, which mainly relies on traditional graphic information advertisements to attract traffic, has gradually been left behind. Obviously, over-reliance on the revenue of information flow advertising has also caused it to miss the opportunity of live streaming, which has fettered the development process of Xiaohongshu's live streaming business.</p><p>Facts have proved that in the era of traffic, only pioneers can win time and market.</p><p>How to establish a closed loop of e-commerce, maximize the efficiency of traffic for your own use, and how to realize commercial realization, these still seem to be the difficult problems that plague the development of Xiaohongshu.</p><p><b>3. The path to commercialization is lost</b></p><p>When the platform has enough users and traffic, it is necessary to explore the road of commercialization.</p><p>Compared with other content communities, although Xiaohongshu does not have an extremely entangled game between content communities and commercial monetization, like other content platforms, it also faces the embarrassing situation of user experience and commercial monetization.</p><p>From the monetization port, although Xiaohongshu has a strong \"grass-planting attribute\", users may not spend on Xiaohongshu after the generation of consumer demand. Some users plant grass on Xiaohongshu and then open Taobao for shopping.</p><p>Xiaohongshu's e-commerce business is also not satisfactory. In order to establish a closed loop of e-commerce, Xiaohongshu tried to launch its own beauty and home furnishing brand \"Youguang REDelight\", a new retail offline store \"RED Home\", and an online social e-commerce company \"Xiaohongdian\". However, this series of actions did not cause much splash, and its own brand \"Youguang Life Museum\" even heard voices of team dissolution and store closure. It can be described as hitting a wall everywhere.</p><p>In addition to the difficulties in realizing traffic, Xiaohongshu, as a content community platform, has increased in the number of users in recent years, and some negative information such as product quality problems, fake notes, false advertisements, and the prevalence of showing off wealth has also followed. There have even been various wild illegal operations such as \"pornography\" and \"black medical beauty\". This directly affects the platform authenticity and credibility of the Xiaohongshu community.</p><p>In July 2019, Xiaohongshu was asked by the regulatory authorities to conduct self-examination, and it was removed from major app stores for more than two months. It was suspected that it was caused by content violations.</p><p>As early as March 2019, Xiaohongshu appeared on Weibo's hot search topic with the topic of # Xiaohongshu writes 50 articles on behalf of #. Community ecology.</p><p>In November 2020, Xiaohongshu fell into the \"pornography\" controversy again. At the same time, a trend of showing off wealth became popular in Xiaohongshu. There was a saying circulating in the market: \"There are tens of millions of richest people in the world, and half of them are in Xiaohongshu.\"</p><p>Xiaohongshu quickly denied it, and then officially launched a special crackdown to rectify bad information such as \"showing off wealth\" and \"vulgar soft pornography\" on the platform. Within 10 days after the launch of the special action, nearly 1,000 illegal notes were removed from the shelves, and nearly 200 related accounts were punished.</p><p>In addition, data brushing has become the norm, counterfeiting is rampant, a large amount of user privacy information has been leaked, commercialization attempts have encountered difficulties, delays in making profits, and performance has not met expectations... All these negative public opinions have pushed Xiaohongshu to the forefront.</p><p>What is certain is that after the explosive growth of users and platform scale, how to better weigh the relationship between content ecology and business layout seems to be a problem that Xiaohongshu needs to further solve.</p><p>In the capital market, bilibili, Kuaishou, Douyin,<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>When large community households flourish, the market competition Xiaohongshu will face in the future will become increasingly fierce.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1534f3f9a47817db7d9ed2e6fe219254","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158010074","content_text":"7月16日，市场消息：中国初创公司小红书据悉将暂停在美国上市；小红书据悉与顾问商议IPO方案。\n估值50亿美元的“种草”社区，小红书的商业化迷途\n近日，小红书上市的消息频频传出，吸引了外界的众多关注。\n这个成立于2013年的年轻生活方式分享平台，以异军突起的姿态，在短短的六年时间，就收获了超3亿用户，年龄主要集中在18-34 岁，以女性用户为主，占比超过九成。\n自成立至今，小红书的蓬勃发展吸引了资本市场的青睐，接连获得腾讯、阿里巴巴等互联网大佬投资，2020年3月，小红书进行了E轮融资，公司估值到达了50亿美元，成为国内的头部社区之一。\n据易观数据显示，截止2021年2月，小红书月活1.38亿，与2020年1月时相比，小红书的月活增长超过70%。\n除了用户的增长，与此同时在内容上，泛知识类、旅行、美食、知识等内容也在小红书发展壮大，而不再只是固有认知中的美妆。\n从“找到全世界的好东西”到“标记我的生活”，从单一美妆到泛生活，小红书早已走出很远。无论从用户和内容的增长，小红书正在加速破圈，但资本市场的竞争最后还是要靠实力说话，在流量变现与商业化路径上，小红书还有需要进一步解决的问题。\n一、“种草”社区的成长史\n最早小红书是作为一个UGC(“User Generated Content”，即用户原创内容)购物笔记分享社区进入用户视野的 。瞄准的是爱好出境游和购物价值的女性用户，尤其是一二线城市的白领。、据天眼查信息显示，小红书所在的行吟信息科技（上海）有限公司，其注册资本为100万元人民币，2013年6月成立，创始人为毛文超和瞿芳。\n同年年底，“小红书购物笔记”App上线，据当时数据显示，其在Apple Store上线以来，登录用户数增长至数十万，在短时间内收获了大批忠实粉丝。\n2014年，小红书的电商业务开始发力。上线了跨境电商平台“福利社”，小红书上线“福利社”，采集那些口碑最盛的境外商品，以自营电商的方式卖给用户，由此开始向社区型电商转型。有媒体报道，在零广告情况下，小红书福利社半年时间内销售额突破2亿。\n到2015年6月，小红书App登上了App Store总榜第4，生活类榜第2的位置，用户规模达到1500万。\n2017年，跨境电商行业整体走低，小红书开始转型，从一个海淘购物电商社区变成一个生活分享社区。\n从购物攻略到信息分享社区到“社区+电商”平台，小红书的生态链不断呈现出丰富态势，涉及的场景也更加广泛，比如美妆、运动、学习、旅行、美食等，几乎涵盖了生活的方方面面。\n与此同时，小红书的明星效应加持的发展路径已经越发清晰。一波明星带货风潮开始悄然流行，也为平台带来了不少流量。\n根据相关数据统计，截止到2021年5月9日，小红书共有1301个通过认证的艺人主页，而小红书平台因为入驻的明星、各路KOL形成独特的UGC氛围，建立起新的平台形象。\n回顾小红书的成长史，小红书已经走入了第8个年头，共经历了6轮融资。随着小红书频频获得明星资本投资，外界对小红书的估值也是水涨船高，有媒体消息称，小红书的估值或已超过100亿美元。\n小红书有着很强的消费属性，以“种草”为主的社区文化催生用户产生消费需求，实现社区内容向电商流量的转化。\n在资本加持，估值不断上升之时，小红书也在围绕流量布局上不断做出新的尝试。\n二、“国民种草机”的流量营销\n作为年轻人的分享社区平台，小红书号称“国民种草机”。\n据国海证券的研报中表示，小红书的盈利主要来自四个部分，即KOL/KOC（关键意见领袖和关键意见消费者）种草带货、会员体系、电商直播、广告收入。\n寻求KOL合作，是当前品牌营销的主要方式之一。KOL群体高速发展，各大社交媒介平台KOL营销受到市场的普遍认可，小红书在其中成绩亮眼。截止2020年9月，小红书活跃KOL（每周更文4篇及以上）已经突破10万名，部分KOL进入日更阶段。\n在KOC概念兴起之初，是由于社交媒体和营销方式的变化，消费者开始愿意被身边人“种草”。在直播和社交的加持下，KOC开始被赋予更多的含义。KOC本身就是用户，更能够通过同理心来影响其他用户，给用户种草，让用户主动买单。\n“小红书新品牌第一股”—完美日记，就是通过第小红书KOL和KOC的持续长期投放，拉近与路人的距离，获取消费者对于产品品牌的好感，提高路人到粉丝再到消费者的转化，产品销量与品牌知名度的快速提升，成功跻身“亿元俱乐部”，成为美妆品类第一。\n小红书的另一个赢利点来自于会员体系。会员共设置了199元年卡、55元季卡、19.9元月卡3档价格。显然，从整体价格来看，199元的年卡相当于每月只需16.5元，更适合长期使用小红书购物的用户。\n一般来说，会员与电商是配套发展的，如果商场的量做不起来，会员就很难从生态富集度中获得更多收益。\n除了会员体系是平台的直接收入，小红书对另外三项都是采取抽佣金的方式获利。电商和广告更是平台的主要收入来源。\n自2019年开始，小红书开始布局直播电商，预备加速其直播进程。\n小红书目前有三个直播入口，一是在首页“关注”页面顶部，会显示用户所关注的人的直播；二是在首页“发现”页面，下面第二栏为直播；三是在搜索栏搜索“小红书直播”，会出现直播广场入口。\n作为生活分享社区的小红书直播，除了带货直播，还有互动直播。但在直播广场中，小红书的带货直播和互动直播混杂在一起，并无分类，也没有直播带货的品类分区，各种内容交错复杂。\n可见，小红书尚未对直播内容进行有力的规划和筛选。内容体系庞杂，对直播带货的扶持力度也不够。\n2020年4月，小红书推出100亿流量向上计划，其中50亿用来扶持视频创作者。这也可以看出小红书仍然是以视频内容为主，直播依然处于次要位置。在直播带货的风口之下，小红书直播的处境无疑是尴尬的。\n随着2018年淘宝、快手、抖音等几大平台的直播带货之战全面爆发，并快速扩张，具有越来越强的引流能力，主要依靠传统的图文信息广告引流的小红书，逐渐被甩在后头。显然，过分依赖信息流广告这部分营收，也导致了其错失了直播带货的先机，桎梏了小红书直播带货业务发展的进程。\n事实证明，流量时代，只有先行者才能够赢得时间和市场。\n如何建立电商闭环、最大化流量的效能为自己所用，如何实现商业化变现，这些似乎仍然是困扰小红书发展的难题。\n三、商业化变现路径迷途\n当平台有了足够多的用户和流量，就要开启探索商业化变现之路。\n相对于其它内容社区，小红书在内容社区与商业变现之间，虽然没有纠结万分的博弈，但也与其他内容平台一样，也同样面临着用户体验与商业变现两难全的尴尬局面。\n而从变现端口，小红书虽然有着强大的“种草属性”，但是再催生消费需求产生之后，用户未必会在小红书上进行消费。一部分用户在小红书上种草，然后打开淘宝购物。\n小红书在电商业务上也不尽如人意。为建立电商闭环，小红书尝试推出了自有美妆家居品牌“有光REDelight”、新零售线下店“RED Home”、线上社交电商“小红店”等。然而这一系列动作下并没有掀起太大的水花，其自有品牌“有光生活馆”更传出面临团队解散、门店关闭的声音。可谓是处处碰壁。\n除了流量变现环节困难重重，小红书作为内容社区平台，随着近几年来用户数的增加，一些诸如商品质量问题、笔记造假、虚假广告、炫富风潮盛行等负面信息也接踵而来，甚至出现了“涉黄”“黑医美”等各类野生违规操作。这直接影响到了小红书社区的平台真实性与公信力。\n2019年7月,小红书被监管部门要求自查，在各大应用商店下架的两个多月,疑因内容违规所致。\n早在2019年3月，小红书便以#小红书代写50一篇#的话题登上微博热搜，小红书曾对此作出回应，表示将对黑产业链严重打击，坚决捍卫社区生态。\n2020年11月，小红书又陷入“涉黄”争议。于此同时，一股炫富风在小红书流行起来。坊间曾流传这样一句话：“世界富豪千千万，小红书里占一半。”\n小红书迅速予以否认，并在此之后正式启动专项严打，整顿平台内“炫富”、“低俗软色情”等不良信息。在专项行动启动后10天内，就下架了近1000篇违规笔记，处罚相关账号近200个。\n除此之外，刷数据成常态、假冒伪劣横行、被曝大量用户隐私信息被泄露、商业化尝试遇困境、迟迟无法盈利、业绩未达预期......所有的这些负面舆论都将小红书推上了风口浪尖。\n可以确定的是，在用户和平台规模爆发式增长之后，如何更好地权衡好内容生态与商业布局之间的关系，这似乎也是小红书需要进一步解决的问题。\n资本场上，B站、快手、抖音、知乎等社区大户风生水起，小红书未来所面临的市场竞争将会越来越激烈。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144505202,"gmtCreate":1626304843706,"gmtModify":1703757351816,"author":{"id":"3581757303005744","authorId":"3581757303005744","name":"PTdudu","avatar":"https://static.tigerbbs.com/9476e0bb1514fa0fd9abee038060fdb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757303005744","idStr":"3581757303005744"},"themes":[],"htmlText":"Niu","listText":"Niu","text":"Niu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144505202","repostId":"144284558","repostType":1,"repost":{"id":144284558,"gmtCreate":1626301079574,"gmtModify":1703757267112,"author":{"id":"3549309938028373","authorId":"3549309938028373","name":"儿子娃娃","avatar":"https://static.tigerbbs.com/b6f9d46104c16089c4424e37f8f790ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549309938028373","idStr":"3549309938028373"},"themes":[],"htmlText":"<a 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但是期權還需要等一下趨勢","images":[{"img":"https://static.tigerbbs.com/8a012d944ec72fd1b4e486034f698905","width":"4032","height":"3024"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144284558","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144502669,"gmtCreate":1626304805551,"gmtModify":1703757350835,"author":{"id":"3581757303005744","authorId":"3581757303005744","name":"PTdudu","avatar":"https://static.tigerbbs.com/9476e0bb1514fa0fd9abee038060fdb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757303005744","idStr":"3581757303005744"},"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/144502669","repostId":"1107449514","repostType":4,"repost":{"id":"1107449514","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":1626304565,"share":"https://ttm.financial/m/news/1107449514?lang=en_US&edition=fundamental","pubTime":"2021-07-15 07:16","market":"us","language":"zh","title":"Microsoft announces Windows 365 Cloud PC service for business customers","url":"https://stock-news.laohu8.com/highlight/detail?id=1107449514","media":"老虎资讯综合","summary":"7月15日讯，微软正式发布面向企业用户的Windows 365 Cloud PC，这是一项新的云服务，将可让企业客户从云端在任何设备上体验Windows 10或Windows 11。\nWindows ","content":"<p>July 15th,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Officially announced Windows 365 Cloud PC for enterprise users, a new cloud service that will enable enterprise customers to experience Windows 10 or Windows 11 from the cloud on any device.</p><p>Windows 365 Cloud PCs are built on top of the Azure Virtual Desktop service and will be available to businesses from August 2. With Windows 365, businesses can choose the configuration and capacity of cloud computers according to their needs, and the monthly pricing per user can thus be determined in advance before purchasing. Since Windows will run in the cloud, users can instantly launch their personal cloud computers and flow their business apps, data, and settings across different devices. All you need is a web browser to access a Windows 365 cloud computer. So Windows 365 cloud computers can be accessed from any device, including Mac, iPad, Linux PC, and Android devices.</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>Microsoft announces Windows 365 Cloud PC service for business customers</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\">\nMicrosoft announces Windows 365 Cloud PC service for business customers\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\">2021-07-15 07:16</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>July 15th,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Officially announced Windows 365 Cloud PC for enterprise users, a new cloud service that will enable enterprise customers to experience Windows 10 or Windows 11 from the cloud on any device.</p><p>Windows 365 Cloud PCs are built on top of the Azure Virtual Desktop service and will be available to businesses from August 2. With Windows 365, businesses can choose the configuration and capacity of cloud computers according to their needs, and the monthly pricing per user can thus be determined in advance before purchasing. Since Windows will run in the cloud, users can instantly launch their personal cloud computers and flow their business apps, data, and settings across different devices. All you need is a web browser to access a Windows 365 cloud computer. So Windows 365 cloud computers can be accessed from any device, including Mac, iPad, Linux PC, and Android devices.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/783e4a9d3f00e88db6623c5917a7c472","relate_stocks":{"MSFT":"微软","09086":"华夏纳指-U","03086":"华夏纳指"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107449514","content_text":"7月15日讯，微软正式发布面向企业用户的Windows 365 Cloud PC，这是一项新的云服务，将可让企业客户从云端在任何设备上体验Windows 10或Windows 11。\nWindows 365云电脑建立在Azure虚拟桌面服务之上，并将从8月2日起向企业提供。有了Windows 365，企业可以根据自己的需求选择云电脑的配置和容量，每个用户每月的定价可以因此而在购买前提前确定。由于Windows将在云中运行，用户可以即时启动他们的个人云电脑，并在不同的设备上流转他们的业务应用、数据和设置。只需要一个网络浏览器就可以访问Windows 365云电脑。因此可以从任何设备上访问Windows 365云计算机，包括Mac、iPad、Linux PC和Android设备。","news_type":1,"symbols_score_info":{"MSFT":0.9,"09086":0.9,"03086":0.9}},"isVote":1,"tweetType":1,"viewCount":2939,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145283588,"gmtCreate":1626225471444,"gmtModify":1703755832338,"author":{"id":"3581757303005744","authorId":"3581757303005744","name":"PTdudu","avatar":"https://static.tigerbbs.com/9476e0bb1514fa0fd9abee038060fdb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757303005744","idStr":"3581757303005744"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/145283588","repostId":"145628119","repostType":1,"repost":{"id":145628119,"gmtCreate":1626222097431,"gmtModify":1703755717911,"author":{"id":"3435549005896431","authorId":"3435549005896431","name":"潜伏","avatar":"https://static.tigerbbs.com/d5ae5adc2aaca55f60bd0d6080caace6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3435549005896431","idStr":"3435549005896431"},"themes":[],"htmlText":"七月沒怎麼推新股，因爲好多人，操作的節奏慢一點。慢一點，我們就慢慢來。股票，反正就是漲漲落落。目前，我還是看好天山股份，和燕京啤酒。昨天還說，我在節後至今說過的票現在回頭看，還是不錯的。今天，重點關注碳中和，碳交易。我們手中有南網的。不急了。慢慢做。","listText":"七月沒怎麼推新股，因爲好多人，操作的節奏慢一點。慢一點，我們就慢慢來。股票，反正就是漲漲落落。目前，我還是看好天山股份，和燕京啤酒。昨天還說，我在節後至今說過的票現在回頭看，還是不錯的。今天，重點關注碳中和，碳交易。我們手中有南網的。不急了。慢慢做。","text":"七月沒怎麼推新股，因爲好多人，操作的節奏慢一點。慢一點，我們就慢慢來。股票，反正就是漲漲落落。目前，我還是看好天山股份，和燕京啤酒。昨天還說，我在節後至今說過的票現在回頭看，還是不錯的。今天，重點關注碳中和，碳交易。我們手中有南網的。不急了。慢慢做。","images":[{"img":"https://static.tigerbbs.com/5c2f542dce94006d56486a27d709cc28","width":"1013","height":"1546"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/145628119","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145289570,"gmtCreate":1626225438790,"gmtModify":1703755831198,"author":{"id":"3581757303005744","authorId":"3581757303005744","name":"PTdudu","avatar":"https://static.tigerbbs.com/9476e0bb1514fa0fd9abee038060fdb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757303005744","idStr":"3581757303005744"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/145289570","repostId":"1179493532","repostType":4,"repost":{"id":"1179493532","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1626219749,"share":"https://ttm.financial/m/news/1179493532?lang=en_US&edition=fundamental","pubTime":"2021-07-14 07:42","market":"us","language":"zh","title":"Keep holding on! Sister Mumu holds these Chinese concept stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1179493532","media":"Wind万得","summary":"方舟基金的木头姐（Cathie Wood）以专注投资颠覆性公司出名，因长期坚守特斯拉让她名利双收，她同样看好中国科技公司的发展，今年的中概表现并不尽如人意，但她的ARKK基金依然坚守这几家公司。\nAR","content":"<p>Cathie Wood of Ark Fund is famous for focusing on investing in disruptive companies. Because of her long-term persistence<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Let her gain fame and fortune. She is also optimistic about the development of Chinese technology companies. This year's performance in China is not satisfactory, but her ARKK fund still sticks to these companies.</p><p>ARK (ARK Investment) was founded by Cathie Wood in 2014.<b>ARK focuses on investing in \"disruptive innovation\" opportunities, namely gene technology,<a href=\"https://laohu8.com/S/300024\">Robot</a>Technology, artificial intelligence, energy storage and blockchain technology</b>。</p><p>ARK series funds won more than traditional investment management giants this January<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>, State Street has more funds. ARK adheres to the strategy of \"buying growth small and medium-cap stocks and selling value large-cap stocks\".</p><p><b>The six active ETFs under ARK are:</b></p><p><b>ARKK (Disruptive Innovation):</b>This fund is a combination of four other active ETFs and is also the largest ETF by market capitalization. Founded on October 31, 2014, as of the end of March this year, its net assets were US $22 billion, which has increased by more than 500% since its establishment and has fallen by 3.98% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/891a4f018135ff0b41dc36f3d3901936\" tg-width=\"725\" tg-height=\"304\" referrerpolicy=\"no-referrer\"></p><p><b>ARKQ (Automatic Technology and Robotics):</b>This fund mainly invests in companies that develop their businesses in autonomous transportation, robotics, automation, 3D printing, energy storage, space exploration, etc. Founded on September 30, 2014, as of the end of March this year, its net assets were US $3.3 billion, which has increased by more than 300% since its establishment and 10% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/6f21edca86bb37224676d5c4a3a1be9c\" tg-width=\"727\" tg-height=\"301\" referrerpolicy=\"no-referrer\"></p><p><b>ARKW (next generation internet):</b>The Fund mainly invests in companies in cloud computing and network security, e-commerce, big data and artificial intelligence, Internet of Things and mobile technology, social platforms, blockchain and P2P technology. Established on September 30, 2014, as of the end of March this year, its net assets were US $6.9 billion, an increase of more than 600% since its establishment, and an increase of 0.74% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/77843e4fce6853d2b9ed142b994c0e1b\" tg-width=\"719\" tg-height=\"295\" referrerpolicy=\"no-referrer\"></p><p><b>ARKG (Genome Revolution):</b>This fund mainly invests in companies in Crispr, gene editing technology, targeted research therapy, bioinformatics, molecular diagnostics, stem cells, and agricultural biology. Established on October 31, 2014, as of the end of March this year, its net assets were US $9.4 billion, which has increased by more than 350% since its establishment and has fallen by 4.85% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/4e7359506a0c6cdca0b1fc69d4b2421a\" tg-width=\"722\" tg-height=\"297\" referrerpolicy=\"no-referrer\"></p><p><b>ARKF (FinTech Innovation):</b>This fund mainly invests in companies in transaction innovation, blockchain technology, risk transformation, frictionless capital platform, customer-oriented platform and new intermediary. Founded on April 1, 2019, as of the end of March this year, its net assets were US $3.9 billion, an increase of more than 160% since its establishment, and an increase of 2.53% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/8fb18a5f77361e8f42a08bd0c352ce93\" tg-width=\"735\" tg-height=\"305\" referrerpolicy=\"no-referrer\"></p><p><b>ARKX (space exploration):</b>The fund was officially listed and traded on March 30 this year, and mainly invests in orbital and suborbital aerospace stocks, promotion technology stocks and aerospace beneficiary stocks. Established on March 30, 2021, as of the end of March this year, its net assets were US $63 million, which was almost the same since its establishment.</p><p><img src=\"https://static.tigerbbs.com/92952d95f7669a63c855a200f048b238\" tg-width=\"726\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p><p>Among these six funds, Tesla is still the favorite. Except for ARKF and ARKX, Tesla has the largest position, accounting for about 10% of the total fund.</p><p><b>As for Chinese concept stocks,<a href=\"https://laohu8.com/S/00700\">Tencent</a>And<a href=\"https://laohu8.com/S/JD\">JD.com</a>It's Sister Wood's favorite</b>, except that ARKG does not hold any positions in Chinese concept stocks, four funds hold these two companies respectively. The other Chinese concept stocks are familiar large technology companies, such as Meituan and Ali.</p><p><img src=\"https://static.tigerbbs.com/1f46cefa5c28679cd758b2c44dfe434e\" tg-width=\"350\" tg-height=\"702\" referrerpolicy=\"no-referrer\"></p><p>In a recent interview with CNBC, Sister Mu said that the decline of technology stocks is not worth worrying about. If we look at long-term returns in five years, \"nothing has changed except the price.\" She even raised her annual earnings forecast,<b>Expected to generate 25%-30% annual compound returns this year</b>, more than 10 percentage points higher than her February forecast of 15%.</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>Keep holding on! Sister Mumu holds these Chinese concept stocks</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\">\nKeep holding on! Sister Mumu holds these Chinese concept stocks\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time smaller\">2021-07-14 07:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Cathie Wood of Ark Fund is famous for focusing on investing in disruptive companies. Because of her long-term persistence<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Let her gain fame and fortune. She is also optimistic about the development of Chinese technology companies. This year's performance in China is not satisfactory, but her ARKK fund still sticks to these companies.</p><p>ARK (ARK Investment) was founded by Cathie Wood in 2014.<b>ARK focuses on investing in \"disruptive innovation\" opportunities, namely gene technology,<a href=\"https://laohu8.com/S/300024\">Robot</a>Technology, artificial intelligence, energy storage and blockchain technology</b>。</p><p>ARK series funds won more than traditional investment management giants this January<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>, State Street has more funds. ARK adheres to the strategy of \"buying growth small and medium-cap stocks and selling value large-cap stocks\".</p><p><b>The six active ETFs under ARK are:</b></p><p><b>ARKK (Disruptive Innovation):</b>This fund is a combination of four other active ETFs and is also the largest ETF by market capitalization. Founded on October 31, 2014, as of the end of March this year, its net assets were US $22 billion, which has increased by more than 500% since its establishment and has fallen by 3.98% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/891a4f018135ff0b41dc36f3d3901936\" tg-width=\"725\" tg-height=\"304\" referrerpolicy=\"no-referrer\"></p><p><b>ARKQ (Automatic Technology and Robotics):</b>This fund mainly invests in companies that develop their businesses in autonomous transportation, robotics, automation, 3D printing, energy storage, space exploration, etc. Founded on September 30, 2014, as of the end of March this year, its net assets were US $3.3 billion, which has increased by more than 300% since its establishment and 10% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/6f21edca86bb37224676d5c4a3a1be9c\" tg-width=\"727\" tg-height=\"301\" referrerpolicy=\"no-referrer\"></p><p><b>ARKW (next generation internet):</b>The Fund mainly invests in companies in cloud computing and network security, e-commerce, big data and artificial intelligence, Internet of Things and mobile technology, social platforms, blockchain and P2P technology. Established on September 30, 2014, as of the end of March this year, its net assets were US $6.9 billion, an increase of more than 600% since its establishment, and an increase of 0.74% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/77843e4fce6853d2b9ed142b994c0e1b\" tg-width=\"719\" tg-height=\"295\" referrerpolicy=\"no-referrer\"></p><p><b>ARKG (Genome Revolution):</b>This fund mainly invests in companies in Crispr, gene editing technology, targeted research therapy, bioinformatics, molecular diagnostics, stem cells, and agricultural biology. Established on October 31, 2014, as of the end of March this year, its net assets were US $9.4 billion, which has increased by more than 350% since its establishment and has fallen by 4.85% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/4e7359506a0c6cdca0b1fc69d4b2421a\" tg-width=\"722\" tg-height=\"297\" referrerpolicy=\"no-referrer\"></p><p><b>ARKF (FinTech Innovation):</b>This fund mainly invests in companies in transaction innovation, blockchain technology, risk transformation, frictionless capital platform, customer-oriented platform and new intermediary. Founded on April 1, 2019, as of the end of March this year, its net assets were US $3.9 billion, an increase of more than 160% since its establishment, and an increase of 2.53% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/8fb18a5f77361e8f42a08bd0c352ce93\" tg-width=\"735\" tg-height=\"305\" referrerpolicy=\"no-referrer\"></p><p><b>ARKX (space exploration):</b>The fund was officially listed and traded on March 30 this year, and mainly invests in orbital and suborbital aerospace stocks, promotion technology stocks and aerospace beneficiary stocks. Established on March 30, 2021, as of the end of March this year, its net assets were US $63 million, which was almost the same since its establishment.</p><p><img src=\"https://static.tigerbbs.com/92952d95f7669a63c855a200f048b238\" tg-width=\"726\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p><p>Among these six funds, Tesla is still the favorite. Except for ARKF and ARKX, Tesla has the largest position, accounting for about 10% of the total fund.</p><p><b>As for Chinese concept stocks,<a href=\"https://laohu8.com/S/00700\">Tencent</a>And<a href=\"https://laohu8.com/S/JD\">JD.com</a>It's Sister Wood's favorite</b>, except that ARKG does not hold any positions in Chinese concept stocks, four funds hold these two companies respectively. The other Chinese concept stocks are familiar large technology companies, such as Meituan and Ali.</p><p><img src=\"https://static.tigerbbs.com/1f46cefa5c28679cd758b2c44dfe434e\" tg-width=\"350\" tg-height=\"702\" referrerpolicy=\"no-referrer\"></p><p>In a recent interview with CNBC, Sister Mu said that the decline of technology stocks is not worth worrying about. If we look at long-term returns in five years, \"nothing has changed except the price.\" She even raised her annual earnings forecast,<b>Expected to generate 25%-30% annual compound returns this year</b>, more than 10 percentage points higher than her February forecast of 15%.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d875ae57a1b42a1d0d289994d6bd23b8","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","TTTN":"老虎中美互联网巨头ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179493532","content_text":"方舟基金的木头姐（Cathie Wood）以专注投资颠覆性公司出名，因长期坚守特斯拉让她名利双收，她同样看好中国科技公司的发展，今年的中概表现并不尽如人意，但她的ARKK基金依然坚守这几家公司。\nARK（方舟投资）由Cathie Wood在2014年创立，ARK专注于投资“颠覆性创新”的机会，即基因科技、机器人技术、人工智能、能量存储和区块链技术。\n今年一月ARK系列基金赢得了比传统投资管理巨头贝莱德、道富更多的资金。ARK坚持“买入成长中小盘股，卖出价值大盘股”的策略。\nARK旗下的6只主动型ETF分别为:\nARKK（颠覆性创新）：这只基金是其他四只主动型ETF的综合，也是市值最大的一支ETF。成立于2014年10月31日，截止今年3月底净资产规模220亿美元，成立以来涨超500%，年初至今下跌3.98%。\n\nARKQ（自动技术与机器人）：本支基金主要投资在自动运输、机器人、自动化、3D打印、能源储存、太空探索等方面发展业务的公司。成立于2014年9月30日，截止今年3月底净资产规模33亿美元，成立以来涨超300%，年初至今涨10%。\n\nARKW（下一代互联网）:本基金主要投资在云计算和网络安全、电子商务、大数据和人工智能、物联网和移动技术、社交平台、区块链和P2P技术方面的公司。成立于2014年9月30日，截止今年3月底净资产规模69亿美元，成立以来上涨超600%，年初至今涨0.74%。\n\nARKG（基因组革命）：本支基金主要投资在Crispr、基因编辑技术、针对性研究治疗、生物信息学、分子诊断、干细胞、农业生物学方面的公司。成立于2014年10月31日，截止今年3月底净资产规模94亿美元，成立以来上涨超350%，年初至今下跌4.85%。\n\nARKF（金融科技创新）：本支基金主要投资在交易创新、区块链技术、风险转化、无摩擦资金平台、面向客户的平台、新中介方面的公司。成立于2019年4月1日，截止今年3月底净资产规模39亿美元，成立以来涨超160%，年初至今上涨2.53%。\n\nARKX(太空探索）：该基金于今年3月30日正式上市交易，主要投资于轨道和亚轨道航天类股、推动技术类股和航天受益类股。成立于2021年3月30日，截止今年3月底净资产规模6300万美元，成立以来几乎持平。\n\n这六只基金里，特斯拉依然是最爱，除了ARKF和ARKX，特斯拉均为第一大头寸，持股约占基金总额的10%。\n中概股方面，腾讯和京东是木头姐最爱，除了ARKG不持有任何中概股头寸外，分别有四只基金都持有这两家公司，其他中概股都是大家耳熟能详的大型科技公司，比如美团、阿里等。\n\n木头姐在最近一次接受CNBC采访时表示，科技股回落不值得担忧，如果放眼5年看长期收益，“除了价格之外，什么都没有改变”。她甚至上调了年度收益预期，预计今年将产生25%-30%的年度复合回报，比她2月预计的15%高出逾10个百分点。","news_type":1,"symbols_score_info":{"TTTN":0.9,"QNETCN":0.9}},"isVote":1,"tweetType":1,"viewCount":2499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145212540,"gmtCreate":1626225270180,"gmtModify":1703755824129,"author":{"id":"3581757303005744","authorId":"3581757303005744","name":"PTdudu","avatar":"https://static.tigerbbs.com/9476e0bb1514fa0fd9abee038060fdb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757303005744","idStr":"3581757303005744"},"themes":[],"htmlText":"How about republicans?","listText":"How about republicans?","text":"How about republicans?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/145212540","repostId":"1176195542","repostType":4,"repost":{"id":"1176195542","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":1626225221,"share":"https://ttm.financial/m/news/1176195542?lang=en_US&edition=fundamental","pubTime":"2021-07-14 09:13","market":"other","language":"zh","title":"U.S. Senate Democrats: Agree to $3.5 trillion spending and tax plan","url":"https://stock-news.laohu8.com/highlight/detail?id=1176195542","media":"老虎资讯综合","summary":"7月14日讯，美国参议院预算委员会民主党人就一项3.5万亿美元的支出和税收计划达成协议，该计划旨在未获得共和党支持下，推进拜登总统大部分的工作和家庭倡议。该预算决议是一个大纲，其中将包括对预算协调法案","content":"<p>On July 14, Democrats on the U.S. Senate Budget Committee reached an agreement on a $3.5 trillion spending and tax plan designed to advance most of President Biden's work and family initiatives without Republican support. The budget resolution is an outline that will include a note of the budget reconciliation bill, which includes taxes and social spending that Democrats want to pass later this year.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Senate Democrats: Agree to $3.5 trillion spending and tax plan</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\">\nU.S. Senate Democrats: Agree to $3.5 trillion spending and tax plan\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\">2021-07-14 09:13</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On July 14, Democrats on the U.S. Senate Budget Committee reached an agreement on a $3.5 trillion spending and tax plan designed to advance most of President Biden's work and family initiatives without Republican support. The budget resolution is an outline that will include a note of the budget reconciliation bill, which includes taxes and social spending that Democrats want to pass later this year.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5e9ba109e7f6844f2904f6647779f151","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176195542","content_text":"7月14日讯，美国参议院预算委员会民主党人就一项3.5万亿美元的支出和税收计划达成协议，该计划旨在未获得共和党支持下，推进拜登总统大部分的工作和家庭倡议。该预算决议是一个大纲，其中将包括对预算协调法案的说明，该预算协调法案包括民主党希望在今年晚些时候通过的税收和社会支出。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142971123,"gmtCreate":1626130195262,"gmtModify":1703753771024,"author":{"id":"3581757303005744","authorId":"3581757303005744","name":"PTdudu","avatar":"https://static.tigerbbs.com/9476e0bb1514fa0fd9abee038060fdb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757303005744","idStr":"3581757303005744"},"themes":[],"htmlText":"Why","listText":"Why","text":"Why","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142971123","repostId":"142908376","repostType":1,"repost":{"id":142908376,"gmtCreate":1626109809195,"gmtModify":1703753644550,"author":{"id":"3511360043993023","authorId":"3511360043993023","name":"NaNa说美股","avatar":"https://static.tigerbbs.com/4cf7d4b4970b8413fdd47c7151d67938","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3511360043993023","idStr":"3511360043993023"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/SPCE\">$維珍銀河(SPCE)$</a>個人淺見。與其追高/做空這隻股票，不如開始投資跟此公司相關的公司，它的上下游。當星際旅遊成真的時候，這公司一定會帶動上下游的公司。那一波上下游公司應該比維珍好吃。","text":"$維珍銀河(SPCE)$個人淺見。與其追高/做空這隻股票，不如開始投資跟此公司相關的公司，它的上下游。當星際旅遊成真的時候，這公司一定會帶動上下游的公司。那一波上下游公司應該比維珍好吃。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/148748040","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141446705,"gmtCreate":1625888278807,"gmtModify":1703750502856,"author":{"id":"3581757303005744","authorId":"3581757303005744","name":"PTdudu","avatar":"https://static.tigerbbs.com/9476e0bb1514fa0fd9abee038060fdb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757303005744","idStr":"3581757303005744"},"themes":[],"htmlText":"omg","listText":"omg","text":"omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/141446705","repostId":"1106394312","repostType":4,"isVote":1,"tweetType":1,"viewCount":1551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141968032,"gmtCreate":1625833990126,"gmtModify":1703749467096,"author":{"id":"3581757303005744","authorId":"3581757303005744","name":"PTdudu","avatar":"https://static.tigerbbs.com/9476e0bb1514fa0fd9abee038060fdb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757303005744","idStr":"3581757303005744"},"themes":[],"htmlText":"20 percent","listText":"20 percent","text":"20 percent","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/141968032","repostId":"141078979","repostType":1,"repost":{"id":141078979,"gmtCreate":1625828873788,"gmtModify":1703749382809,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/91101bd3142b32495c3131036d5f8afa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3514329116425907","idStr":"3514329116425907"},"themes":[],"title":"維珍銀河老闆即將上天，來猜下週一漲跌幅多少！","htmlText":"本週日，維珍銀河即將用火箭將四名乘客，包括公司創始人理查德布蘭森，運送到太空邊緣。 週日，名爲 VSS Unity 的 SpaceShipTwo 飛機將搭載該公司的第一批全體船員，到達距離地球 50 多英里的高空。此前，維珍銀河已經獲美國航空管理局批准，可爲乘客提供太空遊服務。 該車輛需要兩名飛行員，並有六名乘客的空間。在這次旅程中，飛行員將是 Dave Mackay 和 Mike Masucci，他們將搭載 Branson 和他的三名機組人員：Beth Moses，維珍銀河的首席宇航員教練；Colin Bennett，公司首席運營工程師；以及政府事務和研究部副總裁 Sirisha Bandla。 如果飛行按計劃進行，布蘭森將是第一個乘坐他自己公司的商用車發射到太空的人。Jeff Bezos 計劃在僅僅 9 天后做同樣的事情。 “我等不及了，”布蘭森告訴媒體。“那一刻，我們就變成了宇航員。我需要證明這不是做夢。” 北京時間週日晚21：00，一起見證歷史：<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16258277669187&quot;}\" target=\"_blank\">觀看維珍銀河太空飛行直播</a> 最近三週，維珍銀河漲幅已經接近50%，懸賞888虎幣，一起來猜下週一（7月12日）<a target=\"_blank\" href=\"https://laohu8.com/S/SPCE\">$維珍銀河(SPCE)$</a> 漲跌幅多少？評論留言目標漲跌幅，下週一收盤前留言有效！","listText":"本週日，維珍銀河即將用火箭將四名乘客，包括公司創始人理查德布蘭森，運送到太空邊緣。 週日，名爲 VSS Unity 的 SpaceShipTwo 飛機將搭載該公司的第一批全體船員，到達距離地球 50 多英里的高空。此前，維珍銀河已經獲美國航空管理局批准，可爲乘客提供太空遊服務。 該車輛需要兩名飛行員，並有六名乘客的空間。在這次旅程中，飛行員將是 Dave Mackay 和 Mike Masucci，他們將搭載 Branson 和他的三名機組人員：Beth Moses，維珍銀河的首席宇航員教練；Colin Bennett，公司首席運營工程師；以及政府事務和研究部副總裁 Sirisha Bandla。 如果飛行按計劃進行，布蘭森將是第一個乘坐他自己公司的商用車發射到太空的人。Jeff Bezos 計劃在僅僅 9 天后做同樣的事情。 “我等不及了，”布蘭森告訴媒體。“那一刻，我們就變成了宇航員。我需要證明這不是做夢。” 北京時間週日晚21：00，一起見證歷史：<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16258277669187&quot;}\" target=\"_blank\">觀看維珍銀河太空飛行直播</a> 最近三週，維珍銀河漲幅已經接近50%，懸賞888虎幣，一起來猜下週一（7月12日）<a target=\"_blank\" href=\"https://laohu8.com/S/SPCE\">$維珍銀河(SPCE)$</a> 漲跌幅多少？評論留言目標漲跌幅，下週一收盤前留言有效！","text":"本週日，維珍銀河即將用火箭將四名乘客，包括公司創始人理查德布蘭森，運送到太空邊緣。 週日，名爲 VSS Unity 的 SpaceShipTwo 飛機將搭載該公司的第一批全體船員，到達距離地球 50 多英里的高空。此前，維珍銀河已經獲美國航空管理局批准，可爲乘客提供太空遊服務。 該車輛需要兩名飛行員，並有六名乘客的空間。在這次旅程中，飛行員將是 Dave Mackay 和 Mike Masucci，他們將搭載 Branson 和他的三名機組人員：Beth Moses，維珍銀河的首席宇航員教練；Colin Bennett，公司首席運營工程師；以及政府事務和研究部副總裁 Sirisha Bandla。 如果飛行按計劃進行，布蘭森將是第一個乘坐他自己公司的商用車發射到太空的人。Jeff Bezos 計劃在僅僅 9 天后做同樣的事情。 “我等不及了，”布蘭森告訴媒體。“那一刻，我們就變成了宇航員。我需要證明這不是做夢。” 北京時間週日晚21：00，一起見證歷史：觀看維珍銀河太空飛行直播 最近三週，維珍銀河漲幅已經接近50%，懸賞888虎幣，一起來猜下週一（7月12日）$維珍銀河(SPCE)$ 漲跌幅多少？評論留言目標漲跌幅，下週一收盤前留言有效！","images":[{"img":"https://static.tigerbbs.com/54953bc794d1cd155b13de301ee729aa","width":"1049","height":"484"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/141078979","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149971964,"gmtCreate":1625703235958,"gmtModify":1703746617204,"author":{"id":"3581757303005744","authorId":"3581757303005744","name":"PTdudu","avatar":"https://static.tigerbbs.com/9476e0bb1514fa0fd9abee038060fdb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757303005744","idStr":"3581757303005744"},"themes":[],"htmlText":"surprised","listText":"surprised","text":"surprised","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/149971964","repostId":"140729036","repostType":1,"repost":{"id":140729036,"gmtCreate":1625674696925,"gmtModify":1703746288378,"author":{"id":"3494135402605769","authorId":"3494135402605769","name":"非对称交易","avatar":"https://static.tigerbbs.com/6dff4e08ccd45a9a2ec891586d130966","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494135402605769","idStr":"3494135402605769"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a> 股價即將跌回發行價… Bill Hwang當時爆倉的時候打死他都不會想到股價會跌到40多，更不可能想到2年之後股價即將跌破上市價格，中概股，驚不驚喜意不意外？","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a> 股價即將跌回發行價… Bill Hwang當時爆倉的時候打死他都不會想到股價會跌到40多，更不可能想到2年之後股價即將跌破上市價格，中概股，驚不驚喜意不意外？","text":"$高途(GOTU)$ $高途(GOTU)$ $高途(GOTU)$ 股價即將跌回發行價… Bill Hwang當時爆倉的時候打死他都不會想到股價會跌到40多，更不可能想到2年之後股價即將跌破上市價格，中概股，驚不驚喜意不意外？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/140729036","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149979977,"gmtCreate":1625703124899,"gmtModify":1703746614888,"author":{"id":"3581757303005744","authorId":"3581757303005744","name":"PTdudu","avatar":"https://static.tigerbbs.com/9476e0bb1514fa0fd9abee038060fdb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757303005744","idStr":"3581757303005744"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/149979977","repostId":"1101359921","repostType":4,"isVote":1,"tweetType":1,"viewCount":1222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154651078,"gmtCreate":1625526983694,"gmtModify":1703742908720,"author":{"id":"3581757303005744","authorId":"3581757303005744","name":"PTdudu","avatar":"https://static.tigerbbs.com/9476e0bb1514fa0fd9abee038060fdb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757303005744","idStr":"3581757303005744"},"themes":[],"htmlText":"No need","listText":"No need","text":"No need","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/154651078","repostId":"1172687898","repostType":4,"repost":{"id":"1172687898","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":1625458052,"share":"https://ttm.financial/m/news/1172687898?lang=en_US&edition=fundamental","pubTime":"2021-07-05 12:07","market":"us","language":"zh","title":"U.S. stocks continue to set records, do investors need to be vigilant?","url":"https://stock-news.laohu8.com/highlight/detail?id=1172687898","media":"老虎资讯综合","summary":"在纳斯达克 指数和标普500 指数不断创新高之际，世界顶级基金经理仍在不断传递牛市信号——习惯它，并称下半年股市将继续上涨。贝莱德公司、道富环球市场、瑞银资产管理和摩根大通资产管理等公司预计下半年股市","content":"<p>In<a href=\"https://laohu8.com/S/.IXIC\">NASDAQ</a>Exponential and<a href=\"https://laohu8.com/S/.SPX\">S&P 500</a>Indexes keep hitting new highs as the world's top fund managers continue to send bull signals-get used to it, and say stocks will continue to rise in the second half of the year. Companies such as BlackRock Inc., State Street Global Markets, UBS Asset Management and JPMorgan Asset Management expect stocks to continue to rise in the second half of the year, though more and more investors will be looking to bring more returns in markets outside the United States. opportunity.</p><p>While the MSCI Global Index has risen 12% this year to a record high, stocks have proved to be too attractive to resist amid a sustained economic rebound. While some market participants are wary of downside risks given strong valuations, a sharp rebound in corporate earnings and strong central bank support are expected to keep the rally alive.</p><p>Esty Dwek, head of global market strategy at Natixis Investment Managers, said: \"Global vaccinations are accelerating, major central banks remain very accommodative, fiscal support remains in place, and corporate earnings continue to recover. In this environment, it's hard to imagine a very negative scenario for stocks.\"</p><p>Of course, pitfalls abound. Here are some of the factors that keep investors fascinated with stocks despite their risks:</p><p>One reason behind the rise in stocks is that government bond yields in developed markets remain sluggish and credit spreads have narrowed to their lowest levels in more than a decade. In contrast, the attractiveness of stocks is highlighted.</p><p>Secondly, with the redevelopment of the global economy, a large amount of pent-up demand has exploded intensively. Goldman Sachs strategists said recently that during the epidemic, U.S. money market fund assets surged to a record $5.5 trillion, indicating that there is a lot of cash on the sidelines.</p><p>Carsten Roemheld, strategist at Fidelity International Capital Markets, said: \"Many indicators suggest that there is still an overwhelming amount of liquidity in the system that is looking for homes.\" Roemheld added that given strong global central bank support, money will continue to flow into the stock market, but return expectations should be much lower from here on out.</p><p>Looking ahead, investors overall prefer cyclical and value stocks, which will benefit the most from a rebound in economic growth. On the regional front, many institutional investors say they prefer Europe.</p><p><b>Relatively loose liquidity</b></p><p>While markets worried last month that the Federal Reserve would tighten liquidity sooner than expected, investors still think the central bank won't be rate hike anytime soon, or at least not too soon.</p><p>Overall, market participants expect central bank policy to remain accommodative to support an economy emerging hard from the pandemic.</p><p>\"For now, monetary policy and fiscal policy globally remain accommodative and, in reality, it will be some time before interest rates start to rise,\" said Ben Lofthouse, head of global equity income at Janus Henderson Investors.</p><p><b>Corporate earnings recover</b></p><p>Many investors believe that a return to earnings growth is key to driving the stock market higher. Globally, profit expectations have recovered to pre-pandemic levels, with nearly 50% of S&P 500 stocks raising their full-year outlooks in the past three months, the highest percentage since 2010.</p><p>\"Better future advice alone will no longer work and investors will need some real evidence of growth or free cash flow,\" said Max Anderl, portfolio manager at UBS Asset Management in London.</p><p><b>Vaccination advances in an orderly manner</b></p><p>While the emergence of more transmissible variants of the virus is a big risk, the progress made by developed countries on vaccination programs has kept investors calm.</p><p>\"We continue to see success with vaccinations and economic reopening as key drivers for improving the economic and earnings outlook and ultimately a stock market rally,\" said Marija Veitmane, senior multi-asset strategist at State Street Global Markets.</p><p>Generating stock returns could be more difficult, though, given that the reopening optimism is largely priced in. Principal Global Investors' Chief Global Strategist Seema</p><p>Shah said investors need to be more careful about their choice of regions, sectors and styles.</p><p>\"On the equities front, cyclical and value stocks will continue to benefit from a possible surge in consumer spending, but investors should also consider stocks with long-term growth, such as large-cap tech stocks,\"</p><p>Shah said by email, adding that these companies will benefit from enterprises' migration to cloud computing and reliance on technology.</p><p><i>(This article is translated from Bloomberg, original link: https://www.bloomberg.com/news/articles/2021-07-04/investors-don-t-see-end-to-record-breaking-equity-rally-just-yet? srnd = markets-vp)</i></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks continue to set records, do investors need to be vigilant?</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\">\nU.S. stocks continue to set records, do investors need to be vigilant?\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\">2021-07-05 12:07</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>In<a href=\"https://laohu8.com/S/.IXIC\">NASDAQ</a>Exponential and<a href=\"https://laohu8.com/S/.SPX\">S&P 500</a>Indexes keep hitting new highs as the world's top fund managers continue to send bull signals-get used to it, and say stocks will continue to rise in the second half of the year. Companies such as BlackRock Inc., State Street Global Markets, UBS Asset Management and JPMorgan Asset Management expect stocks to continue to rise in the second half of the year, though more and more investors will be looking to bring more returns in markets outside the United States. opportunity.</p><p>While the MSCI Global Index has risen 12% this year to a record high, stocks have proved to be too attractive to resist amid a sustained economic rebound. While some market participants are wary of downside risks given strong valuations, a sharp rebound in corporate earnings and strong central bank support are expected to keep the rally alive.</p><p>Esty Dwek, head of global market strategy at Natixis Investment Managers, said: \"Global vaccinations are accelerating, major central banks remain very accommodative, fiscal support remains in place, and corporate earnings continue to recover. In this environment, it's hard to imagine a very negative scenario for stocks.\"</p><p>Of course, pitfalls abound. Here are some of the factors that keep investors fascinated with stocks despite their risks:</p><p>One reason behind the rise in stocks is that government bond yields in developed markets remain sluggish and credit spreads have narrowed to their lowest levels in more than a decade. In contrast, the attractiveness of stocks is highlighted.</p><p>Secondly, with the redevelopment of the global economy, a large amount of pent-up demand has exploded intensively. Goldman Sachs strategists said recently that during the epidemic, U.S. money market fund assets surged to a record $5.5 trillion, indicating that there is a lot of cash on the sidelines.</p><p>Carsten Roemheld, strategist at Fidelity International Capital Markets, said: \"Many indicators suggest that there is still an overwhelming amount of liquidity in the system that is looking for homes.\" Roemheld added that given strong global central bank support, money will continue to flow into the stock market, but return expectations should be much lower from here on out.</p><p>Looking ahead, investors overall prefer cyclical and value stocks, which will benefit the most from a rebound in economic growth. On the regional front, many institutional investors say they prefer Europe.</p><p><b>Relatively loose liquidity</b></p><p>While markets worried last month that the Federal Reserve would tighten liquidity sooner than expected, investors still think the central bank won't be rate hike anytime soon, or at least not too soon.</p><p>Overall, market participants expect central bank policy to remain accommodative to support an economy emerging hard from the pandemic.</p><p>\"For now, monetary policy and fiscal policy globally remain accommodative and, in reality, it will be some time before interest rates start to rise,\" said Ben Lofthouse, head of global equity income at Janus Henderson Investors.</p><p><b>Corporate earnings recover</b></p><p>Many investors believe that a return to earnings growth is key to driving the stock market higher. Globally, profit expectations have recovered to pre-pandemic levels, with nearly 50% of S&P 500 stocks raising their full-year outlooks in the past three months, the highest percentage since 2010.</p><p>\"Better future advice alone will no longer work and investors will need some real evidence of growth or free cash flow,\" said Max Anderl, portfolio manager at UBS Asset Management in London.</p><p><b>Vaccination advances in an orderly manner</b></p><p>While the emergence of more transmissible variants of the virus is a big risk, the progress made by developed countries on vaccination programs has kept investors calm.</p><p>\"We continue to see success with vaccinations and economic reopening as key drivers for improving the economic and earnings outlook and ultimately a stock market rally,\" said Marija Veitmane, senior multi-asset strategist at State Street Global Markets.</p><p>Generating stock returns could be more difficult, though, given that the reopening optimism is largely priced in. Principal Global Investors' Chief Global Strategist Seema</p><p>Shah said investors need to be more careful about their choice of regions, sectors and styles.</p><p>\"On the equities front, cyclical and value stocks will continue to benefit from a possible surge in consumer spending, but investors should also consider stocks with long-term growth, such as large-cap tech stocks,\"</p><p>Shah said by email, adding that these companies will benefit from enterprises' migration to cloud computing and reliance on technology.</p><p><i>(This article is translated from Bloomberg, original link: https://www.bloomberg.com/news/articles/2021-07-04/investors-don-t-see-end-to-record-breaking-equity-rally-just-yet? srnd = markets-vp)</i></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f4761e48f6528ce5e469e86fff3365b4","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172687898","content_text":"在纳斯达克 指数和标普500 指数不断创新高之际，世界顶级基金经理仍在不断传递牛市信号——习惯它，并称下半年股市将继续上涨。贝莱德公司、道富环球市场、瑞银资产管理和摩根大通资产管理等公司预计下半年股市将继续上涨，不过，越来越多的投资者将在美国以外的市场寻求带来更多回报的机会。\n尽管 MSCI全球指数今年已经上涨了 12%，创下历史新高，但事实证明，在经济持续反弹的情况下，股票的吸引力仍然难以抗拒。虽然鉴于强劲的估值，一些市场参与者对下跌风险持谨慎态度，但预计企业盈利的大幅反弹和央行的强劲支持将使涨势保持活力。\nNatixis Investment Managers全球市场策略主管 Esty Dwek表示：“全球疫苗接种正在加速，主要央行仍然非常宽松，财政支持仍然存在，企业盈利继续复苏。在这样的环境下，很难想象股市会出现非常负面的情况。”\n当然，陷阱比比皆是。以下是一些尽管存在风险，但仍使投资者对股票着迷的因素：\n股市上涨背后的一个原因是，发达市场的政府债券收益率仍然低迷且信用利差收窄至十多年来的最低水平，对比之下，股票的吸引力就凸显出来了。\n其次，随着全球经济重新开发，大量被压抑的需求集中爆发。高盛策略师近日表示，疫情期间，美国货币市场基金资产激增至创纪录的 5.5万亿美元，表明有大量现金处于观望状态。\n富达国际资本市场策略师 Carsten Roemheld表示：“许多指标表明，正在寻找房屋的系统中仍然存在压倒性的流动性。”Roemheld补充说，鉴于全球央行的大力支持，资金将继续流入股市，但从现在开始的回报预期应该会低得多。\n展望未来，投资者整体偏好周期股和价值股，这两类股票将从经济增长的反弹中受益最大。在地区方面，许多机构投资者表示更喜欢欧洲。\n流动性相对宽松\n尽管上个月市场担心美联储将比预期更快地收紧流动性，但投资者仍然认为央行不会很快加息，或者至少不会太快。\n总体而言，市场参与者预计央行政策将保持宽松，以支持摆脱被疫情重创的经济。\n“就目前而言，全球货币政策和财政政策仍然宽松，实际上，利率开始上升还需要一段时间，”Janus Henderson Investors全球股票收益主管本·洛夫特豪斯 (Ben Lofthouse)表示。\n企业盈利恢复\n许多投资者认为，盈利恢复增长是推动股市上涨的关键。在全球范围内，利润预期已回升至大流行前水平，近 50%的标准普尔 500成分股在过去三个月中上调了全年展望，这是自 2010年以来，最高比例的上调。\n瑞银资产管理驻伦敦的投资组合经理 Max Anderl表示：“仅凭未来更好的建议将不再奏效，投资者将需要一些增长或自由现金流的真实证据。”\n疫苗接种有序推进\n虽然出现更高传播性的病毒变种是一个很大的风险，但发达国家在疫苗接种计划方面取得的进展让投资者保持冷静。\n“我们仍将疫苗接种和经济重新开放方面的成功视为改善经济和盈利前景以及最终股市上涨的关键推动力，”道富环球市场高级多元资产策略师Marija Veitmane表示。\n不过，考虑到重新开放的乐观情绪在很大程度上已被消化，产生股票回报可能会更加困难。 Principal Global Investors的首席全球策略师 Seema\nShah表示，投资者需要更加谨慎地选择他们选择的地区、行业和风格。\n“在股票方面，周期股和价值股将继续受益于消费者支出可能激增，但投资者也应考虑长期增长的股票，例如大型科技股，”\nShah在电子邮件中表示，并补充说这些公司将受益于企业向云计算的迁移和对技术的依赖。\n（本文翻译自彭博社，原文链接：https://www.bloomberg.com/news/articles/2021-07-04/investors-don-t-see-end-to-record-breaking-equity-rally-just-yet?srnd=markets-vp）","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155213615,"gmtCreate":1625439302037,"gmtModify":1703741568436,"author":{"id":"3581757303005744","authorId":"3581757303005744","name":"PTdudu","avatar":"https://static.tigerbbs.com/9476e0bb1514fa0fd9abee038060fdb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757303005744","idStr":"3581757303005744"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/155213615","repostId":"155646996","repostType":1,"repost":{"id":155646996,"gmtCreate":1625420899215,"gmtModify":1703741503387,"author":{"id":"3478772140981344","authorId":"3478772140981344","name":"杭州下午健身","avatar":"https://static.tigerbbs.com/e41209df69a47558b63aee4734a3dc89","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478772140981344","idStr":"3478772140981344"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPCE\">$維珍銀河(SPCE)$</a>股價出名了， 會引來用槓桿的奇怪人。 照理說， meme股不該跌這麼多的， 所以 懷疑是有一些很少操作股市的槓桿仔進場了， 尤其是spce這樣的股。&nbsp;","listText":"<a href=\"https://laohu8.com/S/SPCE\">$維珍銀河(SPCE)$</a>股價出名了， 會引來用槓桿的奇怪人。 照理說， meme股不該跌這麼多的， 所以 懷疑是有一些很少操作股市的槓桿仔進場了， 尤其是spce這樣的股。&nbsp;","text":"$維珍銀河(SPCE)$股價出名了， 會引來用槓桿的奇怪人。 照理說， meme股不該跌這麼多的， 所以 懷疑是有一些很少操作股市的槓桿仔進場了， 尤其是spce這樣的股。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/155646996","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155213901,"gmtCreate":1625439264003,"gmtModify":1703741568103,"author":{"id":"3581757303005744","authorId":"3581757303005744","name":"PTdudu","avatar":"https://static.tigerbbs.com/9476e0bb1514fa0fd9abee038060fdb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757303005744","idStr":"3581757303005744"},"themes":[],"htmlText":"Long cvx&nbsp;","listText":"Long cvx&nbsp;","text":"Long cvx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/155213901","repostId":"1134027394","repostType":4,"repost":{"id":"1134027394","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":1625394082,"share":"https://ttm.financial/m/news/1134027394?lang=en_US&edition=fundamental","pubTime":"2021-07-04 18:21","market":"fut","language":"zh","title":"UAE refuses to extend OPEC + production deal until end of 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1134027394","media":"老虎资讯综合","summary":"阿联酋方面表示，反对OPEC+其他成员国将限制石油产量的协议延长至2022年4月以后的提议，除非其被允许有一个更高的产量削减基线。阿联酋同意从今年8月开始，OPEC+应每月增加40万桶/日的产量。\n阿","content":"<p>The United Arab Emirates said it opposes proposals by other OPEC members to extend the agreement to limit oil production beyond April 2022 unless it is allowed to have a higher baseline for production cuts. The UAE agreed that starting in August this year, OPEC + should increase production by 400,000 barrels per day per month.</p><p>The UAE wants to discuss the extension of the agreement separately from the monthly increase in production.</p><p>The UAE does not think it is necessary to make the decision to extend the agreement now. This agreement is still 8-9 months away, and there is still enough time to discuss it at a later stage.</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>UAE refuses to extend OPEC + production deal until end of 2022</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\">\nUAE refuses to extend OPEC + production deal until end of 2022\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\">2021-07-04 18:21</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The United Arab Emirates said it opposes proposals by other OPEC members to extend the agreement to limit oil production beyond April 2022 unless it is allowed to have a higher baseline for production cuts. The UAE agreed that starting in August this year, OPEC + should increase production by 400,000 barrels per day per month.</p><p>The UAE wants to discuss the extension of the agreement separately from the monthly increase in production.</p><p>The UAE does not think it is necessary to make the decision to extend the agreement now. This agreement is still 8-9 months away, and there is still enough time to discuss it at a later stage.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3faadc006e67e6ac130a7b171f263b4d","relate_stocks":{"USO":"美国原油ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134027394","content_text":"阿联酋方面表示，反对OPEC+其他成员国将限制石油产量的协议延长至2022年4月以后的提议，除非其被允许有一个更高的产量削减基线。阿联酋同意从今年8月开始，OPEC+应每月增加40万桶/日的产量。\n阿联酋希望将延长协议与每月增产分开进行讨论。\n阿联酋认为延长协议的决定没有必要现在就做出，这项协议还有8-9个月时间，还有足够的时间在稍后的阶段进行讨论。","news_type":1,"symbols_score_info":{"USO":0.9}},"isVote":1,"tweetType":1,"viewCount":1059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":109314200,"gmtCreate":1619664335400,"gmtModify":1704727646212,"author":{"id":"3581757303005744","authorId":"3581757303005744","name":"PTdudu","avatar":"https://static.tigerbbs.com/9476e0bb1514fa0fd9abee038060fdb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757303005744","idStr":"3581757303005744"},"themes":[],"htmlText":"threatened by Shopify?","listText":"threatened by Shopify?","text":"threatened by Shopify?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/109314200","repostId":"1165167535","repostType":4,"repost":{"id":"1165167535","kind":"news","pubTimestamp":1619663881,"share":"https://ttm.financial/m/news/1165167535?lang=en_US&edition=fundamental","pubTime":"2021-04-29 10:38","market":"us","language":"zh","title":"Amazon Performance Outlook: Applaud but not sell, can it make a comeback in the new quarter?","url":"https://stock-news.laohu8.com/highlight/detail?id=1165167535","media":" 海豚投研","summary":"明早（4月30日）凌晨美股盘后，电商巨头亚马逊即将发布2021年一季度。海豚君以海外巨头的业绩巡礼为契机，继续为大家继续推巨头前瞻系列。\n本篇是关于亚马逊的，主要内容如下：\n\n初识亚马逊：巨头这么大，","content":"<p>Tomorrow morning (April 30), after the U.S. stock market closes, e-commerce giants<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>The first quarter of 2021 will be released soon. Dolphin Jun takes the performance tour of overseas giants as an opportunity to continue to promote the giant's forward-looking series for everyone.</p><p>This article is about Amazon, and the main contents are as follows:</p><p><ul><li>First acquaintance with Amazon: The giant is so big, where to start?</p><p></li><li>What has happened to Amazon in the past year?</p><p></li><li>What is the marginal change in the market's view on Amazon in the near future?</p><p></li><li>How to look at the upcoming financial report for the first quarter of 2021?</p><p></li><li>How will Dolphin cover it in the future?</p><p></li></ul>Here's what it looks like:</p><p>First acquaintance with Amazon: The giant is so big, where to start?</p><p>Let's first look at the main logic of Amazon's capital market story:</p><p>A. In line with the user-centered pursuit of selection, convenience and reliability (the management particularly emphasizes not pursuing price advantage), Amazon uses heavy delivery (class<a href=\"https://laohu8.com/S/JD\">JD.com</a>Logistics) fulfillment system, creates a set of ultimate user experience, and guides users to purchase Amazon Prime membership-this is a revenue branch that domestic e-commerce has not achieved;</p><p>b. The high stickiness of members can easily drive cross-selling, so that their self-operation can develop smoothly (1P). After the transaction volume starts, external merchants will be driven to tap Amazon's 1P self-operated traffic to sell goods-forming an open retail revenue under the 3P model-commission and advertising, and FDA performance revenue under the open logistics model;</p><p>c. The high concurrency of traffic and transactions during the big promotion allowed Amazon to start serving internal cloud business, and then the cloud business capabilities were subsequently opened to enterprises in the whole society, forming an open cloud business with high gross profit and high barriers.</p><p>This is the flywheel effect of Amazon, and it is also the core of investing in Amazon. In this model, logistics and cloud businesses are both high capital investment businesses, resulting in an obvious cyclical cycle in the company's performance. Overall, retail and cloud are the core focuses of Amazon.</p><p>Corresponding to this logic, Mr. Dolphin introduced the global retail giant with an annual revenue of 2.5 trillion RMB according to its revenue generation and profit units.</p><p>From the perspective of the income structure of the financial report, retail giants in various countries basically lead to the same goal. Amazon is actually very similar to Ali in terms of \"bone elephant\"-retail is divided into 1P and 3P, online and offline; The famous business outside retail is the cloud business.</p><p><img src=\"https://static.tigerbbs.com/d7e5c6f14e8ba029438209cd93f19690\" tg-width=\"1080\" tg-height=\"655\" referrerpolicy=\"no-referrer\"></p><p>In detail, its business categories are mainly divided into retail and cloud, among which:</p><p>① The retail category can be subdivided into online 1P self-operation, online 3P seller service (commission and performance fee), online advertising, membership and subscription service, and the following offline self-operation.</p><p>Revenue diversification has driven the proportion of Amazon's 1P self-operated retail revenue to slowly decline in the long-term trend, but it is still about 50% at present;</p><p>② The main revenue-generating entity of the cloud business is AWS services. It started from IaaS and gradually penetrated into PaaS and SaaS. Regardless of the epidemic situation, the overall revenue proportion is slowly increasing.</p><p>(PS: The inner ring of the picture is mainly the dismantling of retail segment business revenue, and the outer ring is the splitting of retail and cloud business)</p><p><img src=\"https://static.tigerbbs.com/1d52a7d11053554afea12d97a228608c\" tg-width=\"1080\" tg-height=\"636\" referrerpolicy=\"no-referrer\"></p><p>However, its business revenue-generating unit and profit-generating unit do not match, where:</p><p>① The retail business, whose revenue contribution accounts for more than 85%, only contributes 40% to operating profit;</p><p>② The AWS cloud business, which contributes more than 10% of revenue, accounts for 60%-70% of Amazon's operating profit.</p><p>From the perspective of profitability, Amazon has long transcended the retail business and become a \"cloud service\" company in the cloak of \"retail\". In contrast, the current domestic e-commerce peers, the retail business is still the foundation of their home.</p><p><img src=\"https://static.tigerbbs.com/b9ed9ce62c75b379940b56d1d2ec63cf\" tg-width=\"1080\" tg-height=\"597\" referrerpolicy=\"no-referrer\"></p><p>Source: Company financial report, compiled by Dolphin Investment Research</p><p>2. What happened to Amazon in the past year?</p><p>In the past two years, Amazon has already fallen into growth difficulties. Before the epidemic arrived, its single-quarter revenue growth slowed to 17%.</p><p>Under this circumstance, Amazon began to enter a new capital investment period, which is mainly reflected in restarting logistics investment, increasing investment in distribution, and increasing the coverage of same-day delivery; At the same time, capital expenditures, personnel and marketing expenses related to the cloud business continue to increase.</p><p>The company's cycle stage is reflected in its performance. When Amazon's revenue growth slows down, its profits are still deteriorating due to the increase of capital investment.</p><p>However, a once-in-a-century epidemic in 2020 directly solved Amazon's growth dilemma. Not only did the revenue side grow rapidly, but the logistics and other investments laid down in the previous year just played a role, and profits were also greatly released. Even the international business that has been losing money has also been directly broken into a profitable business due to the high order density under the epidemic.</p><p>In a word, Amazon has been a typical epidemic beneficiary stock in the past year.</p><p>What is the marginal change in three markets' views on Amazon?</p><p>Attention, Mr. Dolphin, last quarter's Amazon financial report (refer to Dolphin Interpretation: \"Amazon Continues to Dance with Elephants\") is very eye-catching in terms of actual performance and expected guidance, but the market has not specially rewarded Amazon in terms of the rise and fall of the giants that Mr. Dolphin pays attention to..</p><p><img src=\"https://static.tigerbbs.com/2305d987576f0205bbee95fc09d239c6\" tg-width=\"723\" tg-height=\"1152\" referrerpolicy=\"no-referrer\"></p><p>Source: Wind, compiled by Dolphin Investment Research</p><p>For the reasons, combined with some big opinions seen recently, Mr. Dolphin roughly summarizes the following points:</p><p>(1) One year after the epidemic, it is already difficult to continue high growth; After the subsequent epidemic control, users will return to a relatively normal structure in terms of services and physical consumption, and the physical consumption represented by Amazon may fall back;</p><p>(2) The market gives a trillion-dollar long-term value business-AWS is slowing down marginally in terms of revenue growth and profit release ability, and its main rival Azure is gradually narrowing the gap with it;</p><p>(3) The company enters 2021 and wants to invest in offline asset-heavy Amazon fresh food stores with low ROE;</p><p>(4) The company's ESG and ethics are controversial. For example, as a company that has benefited significantly from the national catastrophe-style epidemic, it squeezed employee disputes last year and exploited loopholes in the tax rate system. The company's scale is so large that it failed to fulfill its tax obligations, etc. Poor reputation among the public;</p><p>(5) Amazon, which is originally expensive for a single stock, has increased by more than 80% since the overseas epidemic, resulting in the current stock price of a single stock close to US $3,500 per share, and it has never split its stocks. For ordinary investors, the investment threshold is too high.</p><p><img src=\"https://static.tigerbbs.com/33428da7c8e500df73ca43f5aa04dc77\" tg-width=\"704\" tg-height=\"1292\" referrerpolicy=\"no-referrer\"></p><p>Data source: Wind, compiled by Dolphin</p><p>The above factors have comprehensively affected the recent stock price performance of Amazon's capital market, but in Dolphin Jun's valuation model, Amazon's valuation is actually in a relatively safe state.</p><p>4. How to read the financial report for the first quarter of 2021?</p><p>When Amazon released its fourth-quarter financial report, its first-quarter revenue guidance was between US $100-106 billion, a year-on-year increase of 33-40%, and the lower limit was US $95.4 billion expected by the market at that time.</p><p>Operating profit guidance is US $3-6.5 billion, including COVID-19-related investment of 2 billion yuan, and the upper limit is in line with market expectations of US $6.1 billion at that time.</p><p>At the current node, let's look at the consensus expectation of the market: in the first quarter, the market's revenue expectation was 104.5 billion, close to the upper limit of the guidance, and the profit expectation was 6.1 billion, which was basically unchanged in three months and close to the upper limit of the guidance.</p><p>In other words, the current market has no unique insights into Amazon's first-quarter results that exceed the guidance.</p><p><img src=\"https://static.tigerbbs.com/13fd7da054613d02943c9f625cf59fda\" tg-width=\"1080\" tg-height=\"665\" referrerpolicy=\"no-referrer\"></p><p>Data source: BBG</p><p>From the perspective of poor expectations, exceeding the guidance/market expectations in the past year is normal, which is relatively negative, and being lower than the guidance and expectations is basically regarded as a serious thunderstorm in performance.</p><p><img src=\"https://static.tigerbbs.com/d4ba4afa15be4f5f9f67078bf9501a73\" tg-width=\"1080\" tg-height=\"343\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/c3ad37d1661d7daa424b82617b3f972f\" tg-width=\"1080\" tg-height=\"228\" referrerpolicy=\"no-referrer\"></p><p>This quarter, Mr. Dolphin believes that the real core focus is on the company's performance guidance:</p><p>A. In terms of revenue, the second quarter of last year happened to be the outbreak point of overseas epidemics. Under a high base, can Amazon give guidance that meets market expectations (21% year-on-year)?</p><p>b. In terms of operating profit, the market has given an expectation of 7 billion, which is equivalent to expecting Amazon to basically maintain the profit margin level of the same period last year; But the profit in the same period last year was 4 billion Covid 19 expenses. If the investment drops this year, is there any possibility that the profit guidance will exceed expectations?</p><p>For example, the regular geographical distribution of retail business revenue and profits in the fourth quarter, Dolphin Jun will focus on this quarter:</p><p>The revenue growth rate of Amazon's cloud business has slowed down to 28%. The previous explanation given by the company is:</p><p>1. The cloud business has changed IT from fixed expenditures to variable expenditures. The epidemic situation is not good, so customers have tightened spending. Now that the epidemic situation is expected to improve, is there any hope for the growth rate of the cloud business?</p><p>2. Another explanation of the company is the same as Azure. The stickiness of large customers is becoming stronger, and they have begun to sign long-term framework agreements with cheaper prices for more than five years, resulting in a slowdown in current revenue, while the outstanding contractual obligations of the cloud business are accelerating. Growth, so when will the growth rates of these two begin to gradually converge?</p><p>Try to judge through continuous observation, is the current situation of AWS due to intensified competition or its own large base?</p><p><img src=\"https://static.tigerbbs.com/72bf435050fbb3996f86c21d39e0d5e5\" tg-width=\"1080\" tg-height=\"534\" referrerpolicy=\"no-referrer\"></p><p>Data source: company financial report, compiled by Dolphin Investment Research</p><p>Five epilogues: How will Mr. Dolphin cover in the future?</p><p>In the future, Mr. Dolphin will dismantle Amazon's financial report based on the above core concerns, and go to the performance conference call to look for clues to understand its investment value.</p><p>If there are factors in the current performance that affect the long-term value judgment, Mr. Dolphin will update the valuation judgment in a timely manner. If he thinks that there is a significant valuation or cognitive bias, Mr. Dolphin will do more in-depth research.</p>","source":"lsy1607051923659","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>Amazon Performance Outlook: Applaud but not sell, can it make a comeback in the new quarter?</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\">\nAmazon Performance Outlook: Applaud but not sell, can it make a comeback in the new quarter?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\"> 海豚投研</strong><span class=\"h-time small\">2021-04-29 10:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tomorrow morning (April 30), after the U.S. stock market closes, e-commerce giants<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>The first quarter of 2021 will be released soon. Dolphin Jun takes the performance tour of overseas giants as an opportunity to continue to promote the giant's forward-looking series for everyone.</p><p>This article is about Amazon, and the main contents are as follows:</p><p><ul><li>First acquaintance with Amazon: The giant is so big, where to start?</p><p></li><li>What has happened to Amazon in the past year?</p><p></li><li>What is the marginal change in the market's view on Amazon in the near future?</p><p></li><li>How to look at the upcoming financial report for the first quarter of 2021?</p><p></li><li>How will Dolphin cover it in the future?</p><p></li></ul>Here's what it looks like:</p><p>First acquaintance with Amazon: The giant is so big, where to start?</p><p>Let's first look at the main logic of Amazon's capital market story:</p><p>A. In line with the user-centered pursuit of selection, convenience and reliability (the management particularly emphasizes not pursuing price advantage), Amazon uses heavy delivery (class<a href=\"https://laohu8.com/S/JD\">JD.com</a>Logistics) fulfillment system, creates a set of ultimate user experience, and guides users to purchase Amazon Prime membership-this is a revenue branch that domestic e-commerce has not achieved;</p><p>b. The high stickiness of members can easily drive cross-selling, so that their self-operation can develop smoothly (1P). After the transaction volume starts, external merchants will be driven to tap Amazon's 1P self-operated traffic to sell goods-forming an open retail revenue under the 3P model-commission and advertising, and FDA performance revenue under the open logistics model;</p><p>c. The high concurrency of traffic and transactions during the big promotion allowed Amazon to start serving internal cloud business, and then the cloud business capabilities were subsequently opened to enterprises in the whole society, forming an open cloud business with high gross profit and high barriers.</p><p>This is the flywheel effect of Amazon, and it is also the core of investing in Amazon. In this model, logistics and cloud businesses are both high capital investment businesses, resulting in an obvious cyclical cycle in the company's performance. Overall, retail and cloud are the core focuses of Amazon.</p><p>Corresponding to this logic, Mr. Dolphin introduced the global retail giant with an annual revenue of 2.5 trillion RMB according to its revenue generation and profit units.</p><p>From the perspective of the income structure of the financial report, retail giants in various countries basically lead to the same goal. Amazon is actually very similar to Ali in terms of \"bone elephant\"-retail is divided into 1P and 3P, online and offline; The famous business outside retail is the cloud business.</p><p><img src=\"https://static.tigerbbs.com/d7e5c6f14e8ba029438209cd93f19690\" tg-width=\"1080\" tg-height=\"655\" referrerpolicy=\"no-referrer\"></p><p>In detail, its business categories are mainly divided into retail and cloud, among which:</p><p>① The retail category can be subdivided into online 1P self-operation, online 3P seller service (commission and performance fee), online advertising, membership and subscription service, and the following offline self-operation.</p><p>Revenue diversification has driven the proportion of Amazon's 1P self-operated retail revenue to slowly decline in the long-term trend, but it is still about 50% at present;</p><p>② The main revenue-generating entity of the cloud business is AWS services. It started from IaaS and gradually penetrated into PaaS and SaaS. Regardless of the epidemic situation, the overall revenue proportion is slowly increasing.</p><p>(PS: The inner ring of the picture is mainly the dismantling of retail segment business revenue, and the outer ring is the splitting of retail and cloud business)</p><p><img src=\"https://static.tigerbbs.com/1d52a7d11053554afea12d97a228608c\" tg-width=\"1080\" tg-height=\"636\" referrerpolicy=\"no-referrer\"></p><p>However, its business revenue-generating unit and profit-generating unit do not match, where:</p><p>① The retail business, whose revenue contribution accounts for more than 85%, only contributes 40% to operating profit;</p><p>② The AWS cloud business, which contributes more than 10% of revenue, accounts for 60%-70% of Amazon's operating profit.</p><p>From the perspective of profitability, Amazon has long transcended the retail business and become a \"cloud service\" company in the cloak of \"retail\". In contrast, the current domestic e-commerce peers, the retail business is still the foundation of their home.</p><p><img src=\"https://static.tigerbbs.com/b9ed9ce62c75b379940b56d1d2ec63cf\" tg-width=\"1080\" tg-height=\"597\" referrerpolicy=\"no-referrer\"></p><p>Source: Company financial report, compiled by Dolphin Investment Research</p><p>2. What happened to Amazon in the past year?</p><p>In the past two years, Amazon has already fallen into growth difficulties. Before the epidemic arrived, its single-quarter revenue growth slowed to 17%.</p><p>Under this circumstance, Amazon began to enter a new capital investment period, which is mainly reflected in restarting logistics investment, increasing investment in distribution, and increasing the coverage of same-day delivery; At the same time, capital expenditures, personnel and marketing expenses related to the cloud business continue to increase.</p><p>The company's cycle stage is reflected in its performance. When Amazon's revenue growth slows down, its profits are still deteriorating due to the increase of capital investment.</p><p>However, a once-in-a-century epidemic in 2020 directly solved Amazon's growth dilemma. Not only did the revenue side grow rapidly, but the logistics and other investments laid down in the previous year just played a role, and profits were also greatly released. Even the international business that has been losing money has also been directly broken into a profitable business due to the high order density under the epidemic.</p><p>In a word, Amazon has been a typical epidemic beneficiary stock in the past year.</p><p>What is the marginal change in three markets' views on Amazon?</p><p>Attention, Mr. Dolphin, last quarter's Amazon financial report (refer to Dolphin Interpretation: \"Amazon Continues to Dance with Elephants\") is very eye-catching in terms of actual performance and expected guidance, but the market has not specially rewarded Amazon in terms of the rise and fall of the giants that Mr. Dolphin pays attention to..</p><p><img src=\"https://static.tigerbbs.com/2305d987576f0205bbee95fc09d239c6\" tg-width=\"723\" tg-height=\"1152\" referrerpolicy=\"no-referrer\"></p><p>Source: Wind, compiled by Dolphin Investment Research</p><p>For the reasons, combined with some big opinions seen recently, Mr. Dolphin roughly summarizes the following points:</p><p>(1) One year after the epidemic, it is already difficult to continue high growth; After the subsequent epidemic control, users will return to a relatively normal structure in terms of services and physical consumption, and the physical consumption represented by Amazon may fall back;</p><p>(2) The market gives a trillion-dollar long-term value business-AWS is slowing down marginally in terms of revenue growth and profit release ability, and its main rival Azure is gradually narrowing the gap with it;</p><p>(3) The company enters 2021 and wants to invest in offline asset-heavy Amazon fresh food stores with low ROE;</p><p>(4) The company's ESG and ethics are controversial. For example, as a company that has benefited significantly from the national catastrophe-style epidemic, it squeezed employee disputes last year and exploited loopholes in the tax rate system. The company's scale is so large that it failed to fulfill its tax obligations, etc. Poor reputation among the public;</p><p>(5) Amazon, which is originally expensive for a single stock, has increased by more than 80% since the overseas epidemic, resulting in the current stock price of a single stock close to US $3,500 per share, and it has never split its stocks. For ordinary investors, the investment threshold is too high.</p><p><img src=\"https://static.tigerbbs.com/33428da7c8e500df73ca43f5aa04dc77\" tg-width=\"704\" tg-height=\"1292\" referrerpolicy=\"no-referrer\"></p><p>Data source: Wind, compiled by Dolphin</p><p>The above factors have comprehensively affected the recent stock price performance of Amazon's capital market, but in Dolphin Jun's valuation model, Amazon's valuation is actually in a relatively safe state.</p><p>4. How to read the financial report for the first quarter of 2021?</p><p>When Amazon released its fourth-quarter financial report, its first-quarter revenue guidance was between US $100-106 billion, a year-on-year increase of 33-40%, and the lower limit was US $95.4 billion expected by the market at that time.</p><p>Operating profit guidance is US $3-6.5 billion, including COVID-19-related investment of 2 billion yuan, and the upper limit is in line with market expectations of US $6.1 billion at that time.</p><p>At the current node, let's look at the consensus expectation of the market: in the first quarter, the market's revenue expectation was 104.5 billion, close to the upper limit of the guidance, and the profit expectation was 6.1 billion, which was basically unchanged in three months and close to the upper limit of the guidance.</p><p>In other words, the current market has no unique insights into Amazon's first-quarter results that exceed the guidance.</p><p><img src=\"https://static.tigerbbs.com/13fd7da054613d02943c9f625cf59fda\" tg-width=\"1080\" tg-height=\"665\" referrerpolicy=\"no-referrer\"></p><p>Data source: BBG</p><p>From the perspective of poor expectations, exceeding the guidance/market expectations in the past year is normal, which is relatively negative, and being lower than the guidance and expectations is basically regarded as a serious thunderstorm in performance.</p><p><img src=\"https://static.tigerbbs.com/d4ba4afa15be4f5f9f67078bf9501a73\" tg-width=\"1080\" tg-height=\"343\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/c3ad37d1661d7daa424b82617b3f972f\" tg-width=\"1080\" tg-height=\"228\" referrerpolicy=\"no-referrer\"></p><p>This quarter, Mr. Dolphin believes that the real core focus is on the company's performance guidance:</p><p>A. In terms of revenue, the second quarter of last year happened to be the outbreak point of overseas epidemics. Under a high base, can Amazon give guidance that meets market expectations (21% year-on-year)?</p><p>b. In terms of operating profit, the market has given an expectation of 7 billion, which is equivalent to expecting Amazon to basically maintain the profit margin level of the same period last year; But the profit in the same period last year was 4 billion Covid 19 expenses. If the investment drops this year, is there any possibility that the profit guidance will exceed expectations?</p><p>For example, the regular geographical distribution of retail business revenue and profits in the fourth quarter, Dolphin Jun will focus on this quarter:</p><p>The revenue growth rate of Amazon's cloud business has slowed down to 28%. The previous explanation given by the company is:</p><p>1. The cloud business has changed IT from fixed expenditures to variable expenditures. The epidemic situation is not good, so customers have tightened spending. Now that the epidemic situation is expected to improve, is there any hope for the growth rate of the cloud business?</p><p>2. Another explanation of the company is the same as Azure. The stickiness of large customers is becoming stronger, and they have begun to sign long-term framework agreements with cheaper prices for more than five years, resulting in a slowdown in current revenue, while the outstanding contractual obligations of the cloud business are accelerating. Growth, so when will the growth rates of these two begin to gradually converge?</p><p>Try to judge through continuous observation, is the current situation of AWS due to intensified competition or its own large base?</p><p><img src=\"https://static.tigerbbs.com/72bf435050fbb3996f86c21d39e0d5e5\" tg-width=\"1080\" tg-height=\"534\" referrerpolicy=\"no-referrer\"></p><p>Data source: company financial report, compiled by Dolphin Investment Research</p><p>Five epilogues: How will Mr. Dolphin cover in the future?</p><p>In the future, Mr. Dolphin will dismantle Amazon's financial report based on the above core concerns, and go to the performance conference call to look for clues to understand its investment value.</p><p>If there are factors in the current performance that affect the long-term value judgment, Mr. Dolphin will update the valuation judgment in a timely manner. If he thinks that there is a significant valuation or cognitive bias, Mr. Dolphin will do more in-depth research.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/CPl_hTC35DTxSOnRhBtxSA\"> 海豚投研</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3473f757d00eee50292777a0505620c4","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://mp.weixin.qq.com/s/CPl_hTC35DTxSOnRhBtxSA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165167535","content_text":"明早（4月30日）凌晨美股盘后，电商巨头亚马逊即将发布2021年一季度。海豚君以海外巨头的业绩巡礼为契机，继续为大家继续推巨头前瞻系列。\n本篇是关于亚马逊的，主要内容如下：\n\n初识亚马逊：巨头这么大，从何入手？\n亚马逊过去一年发生了什么？\n近期，市场对亚马逊观点的边际变化是什么？\n如何看马上到来的2021年一季度财报？\n海豚君后续如何覆盖？\n\n以下是具体内容：\n一 初识亚马逊：巨头这么大，从何入手？\n先看亚马逊资本市场故事的主逻辑：\na.本着精选、便利、可靠（管理层特别强调不追求价格优势）的用户中心论追求，亚马逊用重交付(类京东物流)的履约系统，做出一套极致的用户体验，引导用户去购买亚马逊Prime会员——这个是国内电商没有做到的一个收入支线；\nb.会员的高粘性容易带动交叉销售，从而让其自营顺利发展起来（1P），交易起量后带动外部商家上来挖掘亚马逊的1P自营流量来卖货——形成3P模式下的开放零售收入——佣金与广告，以及开放物流模式下得FDA履约收入；\nc.大促时流量和交易的高并发性让亚马逊开始做服务内部的云业务，然后云业务能力后续开放给全社会的企业，形成高毛利高壁垒的开放云业务。\n这整个下来就是亚马逊的飞轮效应，也是投资亚马逊的核心所在，而这个模式中物流和云业务都是高资本投入型业务，导致公司业绩上呈现出明显的周期性周期。而整个下来，零售和云是亚马逊的核心看点。\n对应着这个逻辑，海豚君把年收入两万五千亿人民币的全球零售巨无霸，按照创收和利润单元来介绍一下。\n从财报的收入结构来看，各国零售巨头基本殊途同归，亚马逊在“骨象”上其实和阿里很像——零售分1P和3P、分线上、线下；零售之外响当当的业务就是云业务。\n\n详细来看，它业务大类主要分为零售和云，其中：\n①零售大类又可以细分为线上1P自营、线上3P卖家服务（佣金与履约费）、线上广告、会员与订阅服务，以下线下自营等。\n收入多元化带动亚马逊1P自营零售收入占比长趋势上缓缓下降，不过当前仍有50%左右；\n② 云业务主要的创收实体就是AWS服务，从IaaS起家，逐步往PaaS和SaaS的方向渗透，不考虑疫情的话，收入占比整体在缓慢提升当中。\n（PS：图片的内环主要是零售细分业务收入的拆解，外环是零售与云业务的拆分）\n\n然而，它业务创收单元和利润创造单元并不匹配，其中：\n①收入贡献占比85%以上的零售业务对经营利润的贡献只有40%；\n②收入贡献10%以上的AWS云业务为亚马逊60%-70%的运营利润。\n从盈利的角度来看，亚马逊早已超脱了零售业务，变成了披着“零售”外衣的“云服务”公司。相比之下，国内目前的电商同行，零售业务依然是他们的安家立身之本。\n\n来源：公司财报，海豚投研整理\n二 亚马逊过去一年发生了什么？\n最近两年，亚马逊本已陷入增长困境，疫情到来之前，它的单季收入增长一度放缓至17%。\n这种情况下，亚马逊开始进入新的资本投入期，主要体现在重启物流投入，加大配送上的投入，提高当日达覆盖的范围；同时云业务的相关的资本开支、人员与营销费用持续加大。\n这个公司的周期阶段体现在业绩上，亚马逊收入增长放缓之时，利润因为资本投入的加大还在恶化。\n但是2020年一场百年一遇的疫情直接解决了亚马逊的增长困境，不仅收入端增长快速起量，而且之前一年铺下去的物流等投入刚好发挥作用，利润也大幅释放，甚至连一直亏损的国际业务也被疫情下的高订单密度直接掰成了赚钱的业务。\n一句话，亚马逊过去一年是典型的疫情受益股。\n三 市场对亚马逊观点的边际变化是什么？\n海豚君注意上，上季度亚马逊财报（参考海豚解读：《亚马逊继续大象起舞》）无论实际业绩还是预期指引都非常亮眼，但是在海豚君关注的巨头涨跌程度上，市场并没有特别奖励亚马逊。\n\n来源：Wind，海豚投研整理\n对于原因，结合最近看到的一些大行观点，海豚君粗略总结以下几点：\n（1）疫情满一年，继续高增长难度本来就大；后续疫情控制后，用户在服务和实物消费上回归相对正常的结构，亚马逊所代表的实物消费可能回落；\n（2）市场给出万亿美金长期价值型业务——AWS无论是收入的成长型上和利润的释放能力上都在边际放缓，主要对手Azure逐步缩小与它的差距；\n（3）公司进入2021年又想要投入低ROE的线下重资产亚马逊生鲜店；\n（4）公司ESG与道德争议大，比如作为从国难式疫情中显著获利的公司，去年压榨员工争议、以及钻税率体系漏洞，企业规模做到这么大，没有尽纳税义务等等，公司在民众中的风评较差；\n（5）本来单股就贵的亚马逊，海外疫情以来涨幅80%以上，导致现在单股股价接近3500美元/股，而且它从来不拆股，对一般投资者而言，投资门槛太高了。\n\n数据来源：Wind，海豚整理\n以上因素综合影响了亚马逊资本市场的近期股价表现，不过在海豚君的估值模型中，亚马逊估值其实是在相对安全的状态。\n四 如何看2021年一季度财报？\n亚马逊在四季度财报发布时，给出的一季度收入指引在1000-1060亿美元之间，同比增长33-40%，下限当时市场预期954亿美元。\n营业利润指引为30-65亿美元，其中包含COVID-19相关的投入20亿元，上限符合当时市场预期61亿美金。\n在当前的节点，再看市场一致预期：一季度，市场对收入的预期时1045亿，接近指引上限，利润预期61亿，三个月基本没有变化，接近指引上限。\n换句话说，当前市场对于亚马逊一季度业绩并无什么超越指引的独到见解。\n\n数据来源：BBG\n从预期差的角度，最近一年来超指引/市场预期常态，平算是相对利空，低于指引和预期基本算是业绩严重暴雷。\n\n\n这个季度上，海豚君认为真正的核心关注点是在公司的业绩指引上：\na. 收入上，去年二季度刚好是海外疫情的爆发点，高基数之下，亚马逊能给出满足市场预期（同比21%）的指引吗？\nb. 运营利润上，市场给出了70亿的预期，相当于预计亚马逊基本能够维持去年同期的利润率水平；但是去年同期的利润是有40亿的Covid 19开支，如果今年投入下降的话，利润指引有超预期的可能性吗？\n其他如常规性的四季度零售业务收入和利润地域分布情况，海豚君这个季度会重点关注：\n亚马逊云业务营收增速已经放缓到了28%，之前公司给出的解释是：\n1.云业务让IT从固定支出变成了可变支出，疫情不好所以客户收紧支出了，那现在疫情预期好转之后，云业务是否有增速抬头的希望？\n2.公司的另外一个解释跟Azure一样，大客户的粘性在变强，开始签比如说五年以上、价格更加便宜的长框架协议，导致当期收入变缓，而云业务的待履行合约义务加速增长，那么这两个的增速何时开始逐步趋同？\n通过持续观察去尝试判断，目前AWS的情况到底是因为竞争加剧，还是自身基数大了？\n\n数据来源：公司财报，海豚投研整理\n五 尾声：海豚君后续怎么覆盖？\n海豚君后续会基于以上这些核心关注点去拆解亚马逊财报，去业绩电话会中寻找蛛丝马迹，以理解它的投资价值。\n如果当期业绩中出现影响长期价值判断的因子，海豚君后续会及时更新估值判断，如果认为存在重大估值或认知偏差，海豚君还会去做更加深度的研究。","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1121,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579853020149080","authorId":"3579853020149080","name":"涂泥土漆的AHT有30倍","avatar":"https://static.tigerbbs.com/93c6b2a5ce746009b777a1940ae2a33a","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3579853020149080","idStr":"3579853020149080"},"content":"Aws can","text":"Aws can","html":"Aws can"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188215170,"gmtCreate":1623447578890,"gmtModify":1704203818641,"author":{"id":"3581757303005744","authorId":"3581757303005744","name":"PTdudu","avatar":"https://static.tigerbbs.com/9476e0bb1514fa0fd9abee038060fdb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757303005744","idStr":"3581757303005744"},"themes":[],"htmlText":"Unbelievable&nbsp;","listText":"Unbelievable&nbsp;","text":"Unbelievable","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/188215170","repostId":"1156959915","repostType":4,"repost":{"id":"1156959915","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":1623429803,"share":"https://ttm.financial/m/news/1156959915?lang=en_US&edition=fundamental","pubTime":"2021-06-12 00:43","market":"us","language":"zh","title":"Tiger Securities helped BOSS Zhipin land on Nasdaq, opening up 75% on the first day","url":"https://stock-news.laohu8.com/highlight/detail?id=1156959915","media":"老虎资讯综合","summary":"北京时间6月12日，BOSS直聘登陆纳斯达克，首日开涨75%。\n老虎证券作为互联网承销商，与高盛、摩根士丹利、UBS、华兴、海通等国际知名大行同列BOSS直聘招股书封面，展现出老虎证券作为头部互联网科","content":"<p>On June 12, Beijing time, BOSS Zhipin landed on Nasdaq, and opened up 75% on the first day.<img src=\"https://static.tigerbbs.com/57551fd25362c75885fbb928efe43f8a\"></p><p>As an Internet underwriter, Tiger Securities is listed on the cover of the BOSS direct recruitment prospectus with Goldman Sachs, Morgan Stanley, UBS, Huaxing, Haitong and other internationally renowned banks, showing Tiger Securities' influence as a leading Internet technology investment bank.<br></p><p><br></p><p>According to the latest prospectus information, BOSS Zhipin will publicly issue 48 million American Depositary Shares (ADS) at an issue price of US $19 per share, raising approximately US $912 million, and the total market value was US $7.599 billion at the opening.</p><p>This valuation has exceeded the sum of 51job, which has a public valuation of US $5 billion, and Zhaopin Recruitment, which can only have a valuation of US $1.7 billion in the private equity fund market due to delisting, making it the highest-valued Chinese recruitment platform.</p><p>Of course, being able to achieve such a high valuation shows to a certain extent that BOSS Zhipin also has its own financial performance and has been recognized by the capital market.</p><p><b>FINANCIAL</b></p><p>The recent financial performance of BOSS Zhipin can be summarized as follows: the revenue growth momentum is strong; Gross profit growth was strong and gross margin remained stable; Although the operating profit is low, it has turned losses into profits; Operating cash flow skyrocketed.</p><p>Specifically, BOSS Zhipin's revenue in 2020 reached US $298 million, a surge of 95.4% compared with US $152 million in 2019. In the first quarter of 2021, the company's revenue reached US $120 million, a year-on-year increase. As high as 178.9%.</p><p>The gross profit of BOSS direct recruitment will be US $261 million in 2020, an increase of 98.7% compared with US $131 million in 2019, and will reach US $104 million in the first quarter of 2021, a year-on-year increase of 178.4%. At the same time, in the first quarter of 2019, 2020 and 2021, the company's gross profit margins were 86.20%, 87.65% and 86.45% respectively, remaining almost unchanged.</p><p>In 2019, 2020, and the first quarter of 2021, BOSS Zhipin achieved operating profits of US $392,800, US $1.356 million, and US $350,000, and US $400,000 respectively, with operating profit margins of 0.3%, 0.5%, and 0.3% respectively. During the same period, the company's net losses were US $112 million, US $188 million and US $40.972 million respectively.</p><p>In 2019, 2020, and the first quarter of 2021, BOSS's direct operating cash flow was-16.1318 million US dollars, 60.676 million US dollars, and 25.235 million US dollars, respectively.</p><p>As of March 31, 2021, BOSS Zhipin held cash of US $626 million and liabilities of US $332 million. For the twelve months ended March 31, 2021, the Company had free cash flow of $102 million.</p><p><b>Study Analysis</b></p><p>BOSS Zhipin hopes to get the support of the US capital market to help them continue to expand in the Chinese market.</p><p>Judging from the company's financial performance, their revenue and gross profit margin have grown rapidly, and their operations have turned losses into profits. Free cash flow as of March 31, 2021 was impressive at over $101 million.</p><p>In China, providing online recruitment services for job seekers and employers has a huge market size and a promising prospect.</p><p>Goldman Sachs is the leading underwriter of this transaction. In the past twelve months, the company has led the underwriting of IPO stocks, with an average return rate of 42.9%, which is at the middle level in the comparison of the performance of all major underwriters in the same period.</p><p>The number one risk facing BOSS Direct Recruitment is that the company may face a series of competitive pressures, such as talent networks, or other mainstream international recruitment companies entering their markets, and once these become a reality, they will threaten their growth prospects, or force them to significantly increase marketing spending and suppress profitability.</p><p>China's various online businesses with high profit margins often end up attracting a large number of competitors, and the most important means of competition is a price war, which is obviously not good news for the future return of stocks.</p><p>From a valuation perspective, the price offered by BOSS Zhipin for U.S. IPO investors means that the company's enterprise value-to-revenue ratio is around 19.2. Although this figure is higher than the current overall level of software-as-a-service stocks, BOSS Zhipin's revenue growth momentum is even stronger, they have crossed the profitability threshold at the operational level and generated considerable free cash flow.</p><p>Therefore, although the IPO price of BOSS direct recruitment is not low, this stock is still worthy of attention for those investors who are interested in the growth prospects of China's online recruitment market.</p><p><img src=\"https://static.tigerbbs.com/361ada34c84eeaafbb2e860b6eb0db6f\"></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>Tiger Securities helped BOSS Zhipin land on Nasdaq, opening up 75% on the first day</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\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\">\nTiger Securities helped BOSS Zhipin land on Nasdaq, opening up 75% on the first day\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-12 00:43</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 12, Beijing time, BOSS Zhipin landed on Nasdaq, and opened up 75% on the first day.<img src=\"https://static.tigerbbs.com/57551fd25362c75885fbb928efe43f8a\"></p><p>As an Internet underwriter, Tiger Securities is listed on the cover of the BOSS direct recruitment prospectus with Goldman Sachs, Morgan Stanley, UBS, Huaxing, Haitong and other internationally renowned banks, showing Tiger Securities' influence as a leading Internet technology investment bank.<br></p><p><br></p><p>According to the latest prospectus information, BOSS Zhipin will publicly issue 48 million American Depositary Shares (ADS) at an issue price of US $19 per share, raising approximately US $912 million, and the total market value was US $7.599 billion at the opening.</p><p>This valuation has exceeded the sum of 51job, which has a public valuation of US $5 billion, and Zhaopin Recruitment, which can only have a valuation of US $1.7 billion in the private equity fund market due to delisting, making it the highest-valued Chinese recruitment platform.</p><p>Of course, being able to achieve such a high valuation shows to a certain extent that BOSS Zhipin also has its own financial performance and has been recognized by the capital market.</p><p><b>FINANCIAL</b></p><p>The recent financial performance of BOSS Zhipin can be summarized as follows: the revenue growth momentum is strong; Gross profit growth was strong and gross margin remained stable; Although the operating profit is low, it has turned losses into profits; Operating cash flow skyrocketed.</p><p>Specifically, BOSS Zhipin's revenue in 2020 reached US $298 million, a surge of 95.4% compared with US $152 million in 2019. In the first quarter of 2021, the company's revenue reached US $120 million, a year-on-year increase. As high as 178.9%.</p><p>The gross profit of BOSS direct recruitment will be US $261 million in 2020, an increase of 98.7% compared with US $131 million in 2019, and will reach US $104 million in the first quarter of 2021, a year-on-year increase of 178.4%. At the same time, in the first quarter of 2019, 2020 and 2021, the company's gross profit margins were 86.20%, 87.65% and 86.45% respectively, remaining almost unchanged.</p><p>In 2019, 2020, and the first quarter of 2021, BOSS Zhipin achieved operating profits of US $392,800, US $1.356 million, and US $350,000, and US $400,000 respectively, with operating profit margins of 0.3%, 0.5%, and 0.3% respectively. During the same period, the company's net losses were US $112 million, US $188 million and US $40.972 million respectively.</p><p>In 2019, 2020, and the first quarter of 2021, BOSS's direct operating cash flow was-16.1318 million US dollars, 60.676 million US dollars, and 25.235 million US dollars, respectively.</p><p>As of March 31, 2021, BOSS Zhipin held cash of US $626 million and liabilities of US $332 million. For the twelve months ended March 31, 2021, the Company had free cash flow of $102 million.</p><p><b>Study Analysis</b></p><p>BOSS Zhipin hopes to get the support of the US capital market to help them continue to expand in the Chinese market.</p><p>Judging from the company's financial performance, their revenue and gross profit margin have grown rapidly, and their operations have turned losses into profits. Free cash flow as of March 31, 2021 was impressive at over $101 million.</p><p>In China, providing online recruitment services for job seekers and employers has a huge market size and a promising prospect.</p><p>Goldman Sachs is the leading underwriter of this transaction. In the past twelve months, the company has led the underwriting of IPO stocks, with an average return rate of 42.9%, which is at the middle level in the comparison of the performance of all major underwriters in the same period.</p><p>The number one risk facing BOSS Direct Recruitment is that the company may face a series of competitive pressures, such as talent networks, or other mainstream international recruitment companies entering their markets, and once these become a reality, they will threaten their growth prospects, or force them to significantly increase marketing spending and suppress profitability.</p><p>China's various online businesses with high profit margins often end up attracting a large number of competitors, and the most important means of competition is a price war, which is obviously not good news for the future return of stocks.</p><p>From a valuation perspective, the price offered by BOSS Zhipin for U.S. IPO investors means that the company's enterprise value-to-revenue ratio is around 19.2. Although this figure is higher than the current overall level of software-as-a-service stocks, BOSS Zhipin's revenue growth momentum is even stronger, they have crossed the profitability threshold at the operational level and generated considerable free cash flow.</p><p>Therefore, although the IPO price of BOSS direct recruitment is not low, this stock is still worthy of attention for those investors who are interested in the growth prospects of China's online recruitment market.</p><p><img src=\"https://static.tigerbbs.com/361ada34c84eeaafbb2e860b6eb0db6f\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3aee31599ee7010691cc73f0ff8ac182","relate_stocks":{"BZ":"BOSS直聘"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156959915","content_text":"北京时间6月12日，BOSS直聘登陆纳斯达克，首日开涨75%。\n老虎证券作为互联网承销商，与高盛、摩根士丹利、UBS、华兴、海通等国际知名大行同列BOSS直聘招股书封面，展现出老虎证券作为头部互联网科技投行的影响力。\n\n根据最新招股书信息显示，BOSS直聘将公开发行4800万股美国存托股份（ADS），发行价定为每股19美元，募资约9.12亿美元，总市值开盘时是75.99亿美元。\n而这个估值已经超过公开估值50亿美元的前程无忧和由于退市只能在私募基金市场有估值17亿美元的智联招聘之和，成为估值最高的中国招聘平台。\n当然，能达到如此高额的估值，在一定程度上表明BOSS直聘也有着自己的在财务上的表现得到了资本市场的认可。\n财务表现\nBOSS直聘近期的财务表现大约可以做如下概括：营收增长势头强劲；毛利润增长强劲，毛利润率保持稳定；运营利润虽然低，但是已经实现了扭亏为盈；运营现金流猛增。\n具体而言，BOSS直聘2020年营收达到了2.98亿美元，较之2019年的1.52亿美元猛增95.4%之多，而2021年第一季度，公司营收就达到了1.20亿美元，同比增幅更高达178.9%。\nBOSS直聘毛利润2020年为2.61亿美元，较之2019年的1.31亿美元增长98.7%，而2021年第一季度达到1.04亿美元，同比增幅高达178.4%。与此同时，在2019年、2020年和2021年第一季度当中，公司毛利润率分别为86.20%、87.65%和86.45%，几乎保持不变。\n2019年、2020年和2021年第一季度，BOSS直聘分别实现运营利润39.28万美元、135.60万美元和35、40万美元，运营利润率分别为0.3%、0.5%和0.3%。同期内，公司净亏损分别为1.12亿美元、1.88亿美元和4097.20万美元。\n2019年、2020年和2021年第一季度，BOSS直聘运营现金流分别为-1613.18万美元、6067.60万美元和2523.50万美元。\n截至2021年3月31日，BOSS直聘持有现金6.26亿美元，负债3.32亿美元。截至2021年3月31日的十二个月内，公司自由现金流为1.02亿美元。\n研究分析\nBOSS直聘希望获得美国资本市场的支持，帮助他们在中国市场上继续扩张。\n从公司的财务表现看，他们营收和毛利润率增长迅猛，运营层面已经实现扭亏为盈。截至2021年3月31日的自由现金流超过1.01亿美元，令人印象深刻。\n在中国，为求职者和雇主提供线上招聘服务，市场体量是很巨大的，前景是很可观的。\n高盛是本次交易的领衔承销商，在过去十二个月时间内，该公司领衔承销的IPO股票，平均回报率为42.9%，在所有主要承销商同期业绩的比较当中位于中游水平。\nBOSS直聘面前的头号风险是，该公司可能会面对一系列竞争压力，比如人才网络，或者其他主流国际招聘公司进入他们所在的市场，而这些一旦成为现实，就将威胁到他们的增长前景，或者是迫使他们大幅提升营销支出，打压盈利能力。\n中国各种利润率较高的线上业务，往往最终都会吸引大量竞争者，而最主要的竞争手段就是大打价格战，而这对于股票未来的回报显然不是什么好消息。\n从估值角度看，BOSS直聘为美国IPO投资者开出的价格意味着公司企业价值营收比率为19.2左右，虽然这一数字高于软件即服务股票当前的总体水平，但是BOSS直聘的营收增长势头更为强劲，他们已经在运营层面越过盈利门槛，并且产生了可观的自由现金流。\n因此，虽然BOSS直聘IPO价格称不上低廉，但是对于那些有意于中国线上招聘市场成长前景的投资者而言，这一股票还是值得关注的。","news_type":1,"symbols_score_info":{"BZ":0.9}},"isVote":1,"tweetType":1,"viewCount":802,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563951615882018","authorId":"3563951615882018","name":"Aljh88","avatar":"https://static.tigerbbs.com/a65f083ad765e933d5dbb1183f3200fe","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3563951615882018","idStr":"3563951615882018"},"content":"Pls like & comment","text":"Pls like & comment","html":"Pls like & comment"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184680833,"gmtCreate":1623712789822,"gmtModify":1704209112880,"author":{"id":"3581757303005744","authorId":"3581757303005744","name":"PTdudu","avatar":"https://static.tigerbbs.com/9476e0bb1514fa0fd9abee038060fdb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757303005744","idStr":"3581757303005744"},"themes":[],"htmlText":"Not easy","listText":"Not easy","text":"Not 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satisfied","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/101648445","repostId":"101638655","repostType":1,"repost":{"id":101638655,"gmtCreate":1619897014072,"gmtModify":1704336095574,"author":{"id":"3510558082622800","authorId":"3510558082622800","name":"胖虎哒哒","avatar":"https://static.tigerbbs.com/75b95d9326c02813b7b87ba8c1eccb5a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3510558082622800","idStr":"3510558082622800"},"themes":[],"title":"伯克希爾公司回報率下降，巴菲特的股東們不耐煩了？","htmlText":"<a href=\"https://laohu8.com/S/BRK.A\">$伯克希爾(BRK.A)$</a> <a href=\"https://laohu8.com/S/BRK.B\">$伯克希爾B(BRK.B)$</a> 職業基金經理正在加大對沃倫•巴菲特(Warren Buffett)的伯克希爾哈撒韋公司(Berkshire Hathaway Inc.)的壓力。 加州公共僱員退休系統(California Public Employees’Retirement System)和紐伯格•伯曼(Neuberger Berman)已要求這家位於內布拉斯加州奧馬哈市(Omaha)的企業集團引進新董事，並就氣候風險和高管薪酬披露更多信息。 在伯克希爾哈撒韋上週六召開的年度股東大會之前，代理顧問Glass Lewis &amp; Co.和Institutional Shareholder Services Inc.建議投資者不要爲董事會成員投票。 雖然很多抱怨都不是新鮮事，股東的提案也不太可能獲得通過，但在投資者對企業可持續性問題越來越感興趣之際，伯克希爾近年來的平淡回報使其更容易受到批評。 股東在氣候變化、社會進步和治理方面向公司施壓的運動在美國繼續升溫，成爲基金經理留住客戶資金的一個關鍵賣點。 在巴菲特的領導下，該公司從1965年到2020年的年複合增長率爲20%，超過了同期標普500指數(S&amp;P 500)包括股息在內10.2%的漲幅。伯克希爾過去三年期和五年期的總回報率分別爲12%和14%，而該指數的回報率分別爲19%和18%。 加州公務員退休基金公司治理主管西米索•恩齊瑪(Simiso Nzima)表示:“伯克希爾之所以能過關，部分原因在於其歷史上強勁的財務表現。” 伯克希爾繼續強調其對長期投資的關注。巴菲特是這家公司的首席執行長兼董事長，他建立了一個以美國企業和投資","listText":"<a href=\"https://laohu8.com/S/BRK.A\">$伯克希爾(BRK.A)$</a> <a href=\"https://laohu8.com/S/BRK.B\">$伯克希爾B(BRK.B)$</a> 職業基金經理正在加大對沃倫•巴菲特(Warren Buffett)的伯克希爾哈撒韋公司(Berkshire Hathaway Inc.)的壓力。 加州公共僱員退休系統(California Public Employees’Retirement System)和紐伯格•伯曼(Neuberger Berman)已要求這家位於內布拉斯加州奧馬哈市(Omaha)的企業集團引進新董事，並就氣候風險和高管薪酬披露更多信息。 在伯克希爾哈撒韋上週六召開的年度股東大會之前，代理顧問Glass Lewis &amp; Co.和Institutional Shareholder Services Inc.建議投資者不要爲董事會成員投票。 雖然很多抱怨都不是新鮮事，股東的提案也不太可能獲得通過，但在投資者對企業可持續性問題越來越感興趣之際，伯克希爾近年來的平淡回報使其更容易受到批評。 股東在氣候變化、社會進步和治理方面向公司施壓的運動在美國繼續升溫，成爲基金經理留住客戶資金的一個關鍵賣點。 在巴菲特的領導下，該公司從1965年到2020年的年複合增長率爲20%，超過了同期標普500指數(S&amp;P 500)包括股息在內10.2%的漲幅。伯克希爾過去三年期和五年期的總回報率分別爲12%和14%，而該指數的回報率分別爲19%和18%。 加州公務員退休基金公司治理主管西米索•恩齊瑪(Simiso Nzima)表示:“伯克希爾之所以能過關，部分原因在於其歷史上強勁的財務表現。” 伯克希爾繼續強調其對長期投資的關注。巴菲特是這家公司的首席執行長兼董事長，他建立了一個以美國企業和投資","text":"$伯克希爾(BRK.A)$ $伯克希爾B(BRK.B)$ 職業基金經理正在加大對沃倫•巴菲特(Warren Buffett)的伯克希爾哈撒韋公司(Berkshire Hathaway Inc.)的壓力。 加州公共僱員退休系統(California Public Employees’Retirement System)和紐伯格•伯曼(Neuberger Berman)已要求這家位於內布拉斯加州奧馬哈市(Omaha)的企業集團引進新董事，並就氣候風險和高管薪酬披露更多信息。 在伯克希爾哈撒韋上週六召開的年度股東大會之前，代理顧問Glass Lewis & Co.和Institutional Shareholder Services Inc.建議投資者不要爲董事會成員投票。 雖然很多抱怨都不是新鮮事，股東的提案也不太可能獲得通過，但在投資者對企業可持續性問題越來越感興趣之際，伯克希爾近年來的平淡回報使其更容易受到批評。 股東在氣候變化、社會進步和治理方面向公司施壓的運動在美國繼續升溫，成爲基金經理留住客戶資金的一個關鍵賣點。 在巴菲特的領導下，該公司從1965年到2020年的年複合增長率爲20%，超過了同期標普500指數(S&P 500)包括股息在內10.2%的漲幅。伯克希爾過去三年期和五年期的總回報率分別爲12%和14%，而該指數的回報率分別爲19%和18%。 加州公務員退休基金公司治理主管西米索•恩齊瑪(Simiso Nzima)表示:“伯克希爾之所以能過關，部分原因在於其歷史上強勁的財務表現。” 伯克希爾繼續強調其對長期投資的關注。巴菲特是這家公司的首席執行長兼董事長，他建立了一個以美國企業和投資","images":[{"img":"https://static.tigerbbs.com/eca2f1fabfd11c3a7ef2083b58d1bd07","width":"1260","height":"840"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/101638655","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1091,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106924269,"gmtCreate":1620085444351,"gmtModify":1704338308441,"author":{"id":"3581757303005744","authorId":"3581757303005744","name":"PTdudu","avatar":"https://static.tigerbbs.com/9476e0bb1514fa0fd9abee038060fdb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757303005744","idStr":"3581757303005744"},"themes":[],"htmlText":"Grow wealth slowly","listText":"Grow wealth 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），又立馬滿血復活過來，並且還活得十分滋潤。我和一般的散戶不同，一炒股就奔着長線去的，從不追漲殺跌，快進快出，只安安靜靜地做個美男子。每天的時光除了偶爾看看盤，感受一下快感之外，就是跟各種朋友們吃吃小火鍋、喝喝小酒，唱唱KTV……現下回想起來，那樣的日子，大概是我前半生最快活的時光。 直到有一天，在看完天氣預報後，不知道是哪根神經不對，腦子裏突然冒出一個該死的idea： 天氣可以預測，那麼股市是否也可以呢？ 於是，我嘗試看炒股書籍，這些書帶我的震撼程度，絲毫不亞於原始人看見飛機大炮： 什麼五浪走勢、什麼龍頭戰法、什麼8年1萬倍的趙老哥、什麼流星線、倒錘子、雙重頂、三重頂.... &nbsp;.... 那時候，我已經完全被這些書的作者PUA了，腦子裏只有一個信念： 原來股市真的可以預測，而我將成爲下一個征服股市的男人。 於是，我放棄了吃喝玩樂的前半生，開始博覽羣書的刺激生活，甚至爲了設計戰法學起了編程。此時，我炒股的目的已經不僅僅是爲了賺錢，更激勵我前行的是一種征服欲，這是一種刻在男人基因裏的原始慾望。 三年後（2018年），我終於把錢賠光了，我註銷了了賬戶，最終成爲了一位碼工，年薪40萬，又過起了吃喝玩","listText":"假期第三天，今天我們來聊一個輕鬆的話題吧！ 炒股對你的生活產生了哪些影響？或者說，炒股之後，你發生了哪些變化？ 網上看到了幾個比較有意思的網友的回答： 隔壁老張： 炒股之後，整個生活都變了，感覺處處身在股市之中，即使沒有開盤。比如，不想讓兒子喊“爹（跌）”的，對老說最喜歡她的紅色指甲，最好是個都塗成紅色（十連陽）....&nbsp;.... 符連鬆： 我是2015年入市的，然後在一地雞毛的行情中賠得慘不忍睹。所幸後來抓住了人生中的第一隻大牛股（<a href=\"https://laohu8.com/S/000651\">$格力電器(000651)$</a> ），又立馬滿血復活過來，並且還活得十分滋潤。我和一般的散戶不同，一炒股就奔着長線去的，從不追漲殺跌，快進快出，只安安靜靜地做個美男子。每天的時光除了偶爾看看盤，感受一下快感之外，就是跟各種朋友們吃吃小火鍋、喝喝小酒，唱唱KTV……現下回想起來，那樣的日子，大概是我前半生最快活的時光。 直到有一天，在看完天氣預報後，不知道是哪根神經不對，腦子裏突然冒出一個該死的idea： 天氣可以預測，那麼股市是否也可以呢？ 於是，我嘗試看炒股書籍，這些書帶我的震撼程度，絲毫不亞於原始人看見飛機大炮： 什麼五浪走勢、什麼龍頭戰法、什麼8年1萬倍的趙老哥、什麼流星線、倒錘子、雙重頂、三重頂.... &nbsp;.... 那時候，我已經完全被這些書的作者PUA了，腦子裏只有一個信念： 原來股市真的可以預測，而我將成爲下一個征服股市的男人。 於是，我放棄了吃喝玩樂的前半生，開始博覽羣書的刺激生活，甚至爲了設計戰法學起了編程。此時，我炒股的目的已經不僅僅是爲了賺錢，更激勵我前行的是一種征服欲，這是一種刻在男人基因裏的原始慾望。 三年後（2018年），我終於把錢賠光了，我註銷了了賬戶，最終成爲了一位碼工，年薪40萬，又過起了吃喝玩","text":"假期第三天，今天我們來聊一個輕鬆的話題吧！ 炒股對你的生活產生了哪些影響？或者說，炒股之後，你發生了哪些變化？ 網上看到了幾個比較有意思的網友的回答： 隔壁老張： 炒股之後，整個生活都變了，感覺處處身在股市之中，即使沒有開盤。比如，不想讓兒子喊“爹（跌）”的，對老說最喜歡她的紅色指甲，最好是個都塗成紅色（十連陽）.... .... 符連鬆： 我是2015年入市的，然後在一地雞毛的行情中賠得慘不忍睹。所幸後來抓住了人生中的第一隻大牛股（$格力電器(000651)$ ），又立馬滿血復活過來，並且還活得十分滋潤。我和一般的散戶不同，一炒股就奔着長線去的，從不追漲殺跌，快進快出，只安安靜靜地做個美男子。每天的時光除了偶爾看看盤，感受一下快感之外，就是跟各種朋友們吃吃小火鍋、喝喝小酒，唱唱KTV……現下回想起來，那樣的日子，大概是我前半生最快活的時光。 直到有一天，在看完天氣預報後，不知道是哪根神經不對，腦子裏突然冒出一個該死的idea： 天氣可以預測，那麼股市是否也可以呢？ 於是，我嘗試看炒股書籍，這些書帶我的震撼程度，絲毫不亞於原始人看見飛機大炮： 什麼五浪走勢、什麼龍頭戰法、什麼8年1萬倍的趙老哥、什麼流星線、倒錘子、雙重頂、三重頂.... .... 那時候，我已經完全被這些書的作者PUA了，腦子裏只有一個信念： 原來股市真的可以預測，而我將成爲下一個征服股市的男人。 於是，我放棄了吃喝玩樂的前半生，開始博覽羣書的刺激生活，甚至爲了設計戰法學起了編程。此時，我炒股的目的已經不僅僅是爲了賺錢，更激勵我前行的是一種征服欲，這是一種刻在男人基因裏的原始慾望。 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already","listText":"Tencent is an ETF already","text":"Tencent is an ETF already","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/375369251","repostId":"1116500503","repostType":4,"isVote":1,"tweetType":1,"viewCount":952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372230039,"gmtCreate":1619219218121,"gmtModify":1704721338254,"author":{"id":"3581757303005744","authorId":"3581757303005744","name":"PTdudu","avatar":"https://static.tigerbbs.com/9476e0bb1514fa0fd9abee038060fdb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757303005744","idStr":"3581757303005744"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/372230039","repostId":"2129352650","repostType":4,"repost":{"id":"2129352650","kind":"highlight","pubTimestamp":1619191082,"share":"https://ttm.financial/m/news/2129352650?lang=en_US&edition=fundamental","pubTime":"2021-04-23 23:18","market":"hk","language":"zh","title":"Invest 50 billion in 5 years! Baidu and Geely will join forces to develop smart cars","url":"https://stock-news.laohu8.com/highlight/detail?id=2129352650","media":"华尔街见闻","summary":"路透报道称，百度和吉利汽车的合资企业集度汽车计划在未来五年投入500亿元人民币（77亿美元）发展智能汽车技术。\n报道称，集度汽车计划在未来两、三年为该项目招聘2500至3000名员工，其中大约500名","content":"<p>Reuters reported,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>And<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>Jidu Automobile, a joint venture, plans to invest 50 billion yuan ($7.7 billion) in development over the next five years<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Automotive Tech.</p><p>According to the report, Jidu Automobile plans to recruit 2,500 to 3,000 employees for the project in the next two or three years, of which about 500 are software engineers. Company car brands will be announced in the third quarter of 2021.</p><p>Jidu CEO Xia Yiping said in an interview that Jidu's first model is scheduled to be released within three years. It is a model designed like<a href=\"https://laohu8.com/S/300024\">Robot</a>Of electric vehicles to attract younger customers. After the launch of the first model, the company plans to release a new model every other year or year and a half.</p><p>Xia Yiping also said that Jidu hopes to produce cars in Hangzhou Bay New District in Ningbo, where Geely has several automobile factories. The company plans to sell cars directly to customers without going through dealerships at first.</p><p>The concentration is just<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>One of the big bets on the auto industry.</p><p>At the recent Shanghai Auto Show, Baidu Group Senior Vice President,<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Li Zhenyu, general manager of the driving business group, said that in the second half of 2021, Baidu Apollo autonomous driving will usher in the peak of mass production, and a new car will be launched every month. In the next 3-5 years, it is expected that the pre-installed mass production capacity will reach 1 million units.</p><p>Li Zhenyu introduced that Baidu Apollo has been established four years ago, and the cumulative test mileage of L4 autonomous driving has exceeded 10 million kilometers. Models built by L4 autonomous driving technology have started mass production of autonomous driving in Beijing, Shanghai and Guangzhou. Within this year, Baidu Apollo smart driving area will cover urban roads and expressways in 20 cities, and 100 cities will be covered by 2023.</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Invest 50 billion in 5 years! Baidu and Geely will join forces to develop smart cars</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\">\nInvest 50 billion in 5 years! Baidu and Geely will join forces to develop smart cars\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-04-23 23:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Reuters reported,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>And<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>Jidu Automobile, a joint venture, plans to invest 50 billion yuan ($7.7 billion) in development over the next five years<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Automotive Tech.</p><p>According to the report, Jidu Automobile plans to recruit 2,500 to 3,000 employees for the project in the next two or three years, of which about 500 are software engineers. Company car brands will be announced in the third quarter of 2021.</p><p>Jidu CEO Xia Yiping said in an interview that Jidu's first model is scheduled to be released within three years. It is a model designed like<a href=\"https://laohu8.com/S/300024\">Robot</a>Of electric vehicles to attract younger customers. After the launch of the first model, the company plans to release a new model every other year or year and a half.</p><p>Xia Yiping also said that Jidu hopes to produce cars in Hangzhou Bay New District in Ningbo, where Geely has several automobile factories. The company plans to sell cars directly to customers without going through dealerships at first.</p><p>The concentration is just<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>One of the big bets on the auto industry.</p><p>At the recent Shanghai Auto Show, Baidu Group Senior Vice President,<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Li Zhenyu, general manager of the driving business group, said that in the second half of 2021, Baidu Apollo autonomous driving will usher in the peak of mass production, and a new car will be launched every month. In the next 3-5 years, it is expected that the pre-installed mass production capacity will reach 1 million units.</p><p>Li Zhenyu introduced that Baidu Apollo has been established four years ago, and the cumulative test mileage of L4 autonomous driving has exceeded 10 million kilometers. Models built by L4 autonomous driving technology have started mass production of autonomous driving in Beijing, Shanghai and Guangzhou. Within this year, Baidu Apollo smart driving area will cover urban roads and expressways in 20 cities, and 100 cities will be covered by 2023.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3628859\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/37164c081ba5f33ac1ce7a9ab3df18e4","relate_stocks":{"09888":"百度集团-SW","BIDU":"百度","00175":"吉利汽车"},"source_url":"https://wallstreetcn.com/articles/3628859","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129352650","content_text":"路透报道称，百度和吉利汽车的合资企业集度汽车计划在未来五年投入500亿元人民币（77亿美元）发展智能汽车技术。\n报道称，集度汽车计划在未来两、三年为该项目招聘2500至3000名员工，其中大约500名为软件工程师。公司汽车品牌将于2021年第三季度公布。\n集度首席执行官夏一平在接受采访时表示，集度的首款车型计划在三年内发布，是一款设计得像机器人的电动汽车，以吸引年轻客户。在第一款车型推出后，公司计划每隔一年或一年半发布一款新车型。\n夏一平同时表示，集度希望在宁波的杭州湾新区生产汽车，吉利在那里有几家汽车厂。该公司计划一开始不通过经销商，直接向客户销售汽车。\n集度只是百度大举押注汽车业的动作之一。\n在近期的上海车展上，百度集团资深副总裁、智能驾驶事业群总经理李震宇表示，2021年下半年百度Apollo自动驾驶将迎来量产高峰，每个月都会有一款新车上市，未来3-5年内预计前装量产搭载量达到100万台。\n李震宇介绍，百度Apollo成立四年，L4级自动驾驶累积测试里程数突破1000万公里，由L4级自动驾驶技术打造的车型已经在北京、上海、广州三城，开启量产自动驾驶。今年年内，百度Apollo智驾区域将会覆盖20个城市的城市道路与高速道路，2023年前完成100城覆盖。","news_type":1,"symbols_score_info":{"09888":0.9,"00175":0.9,"BIDU":0.9}},"isVote":1,"tweetType":1,"viewCount":1047,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155213901,"gmtCreate":1625439264003,"gmtModify":1703741568103,"author":{"id":"3581757303005744","authorId":"3581757303005744","name":"PTdudu","avatar":"https://static.tigerbbs.com/9476e0bb1514fa0fd9abee038060fdb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757303005744","idStr":"3581757303005744"},"themes":[],"htmlText":"Long cvx&nbsp;","listText":"Long cvx&nbsp;","text":"Long cvx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/155213901","repostId":"1134027394","repostType":4,"repost":{"id":"1134027394","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":1625394082,"share":"https://ttm.financial/m/news/1134027394?lang=en_US&edition=fundamental","pubTime":"2021-07-04 18:21","market":"fut","language":"zh","title":"UAE refuses to extend OPEC + production deal until end of 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1134027394","media":"老虎资讯综合","summary":"阿联酋方面表示，反对OPEC+其他成员国将限制石油产量的协议延长至2022年4月以后的提议，除非其被允许有一个更高的产量削减基线。阿联酋同意从今年8月开始，OPEC+应每月增加40万桶/日的产量。\n阿","content":"<p>The United Arab Emirates said it opposes proposals by other OPEC members to extend the agreement to limit oil production beyond April 2022 unless it is allowed to have a higher baseline for production cuts. The UAE agreed that starting in August this year, OPEC + should increase production by 400,000 barrels per day per month.</p><p>The UAE wants to discuss the extension of the agreement separately from the monthly increase in production.</p><p>The UAE does not think it is necessary to make the decision to extend the agreement now. This agreement is still 8-9 months away, and there is still enough time to discuss it at a later stage.</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>UAE refuses to extend OPEC + production deal until end of 2022</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\">\nUAE refuses to extend OPEC + production deal until end of 2022\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\">2021-07-04 18:21</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The United Arab Emirates said it opposes proposals by other OPEC members to extend the agreement to limit oil production beyond April 2022 unless it is allowed to have a higher baseline for production cuts. The UAE agreed that starting in August this year, OPEC + should increase production by 400,000 barrels per day per month.</p><p>The UAE wants to discuss the extension of the agreement separately from the monthly increase in production.</p><p>The UAE does not think it is necessary to make the decision to extend the agreement now. This agreement is still 8-9 months away, and there is still enough time to discuss it at a later stage.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3faadc006e67e6ac130a7b171f263b4d","relate_stocks":{"USO":"美国原油ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134027394","content_text":"阿联酋方面表示，反对OPEC+其他成员国将限制石油产量的协议延长至2022年4月以后的提议，除非其被允许有一个更高的产量削减基线。阿联酋同意从今年8月开始，OPEC+应每月增加40万桶/日的产量。\n阿联酋希望将延长协议与每月增产分开进行讨论。\n阿联酋认为延长协议的决定没有必要现在就做出，这项协议还有8-9个月时间，还有足够的时间在稍后的阶段进行讨论。","news_type":1,"symbols_score_info":{"USO":0.9}},"isVote":1,"tweetType":1,"viewCount":1059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165669663,"gmtCreate":1624128033352,"gmtModify":1703829168183,"author":{"id":"3581757303005744","authorId":"3581757303005744","name":"PTdudu","avatar":"https://static.tigerbbs.com/9476e0bb1514fa0fd9abee038060fdb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757303005744","idStr":"3581757303005744"},"themes":[],"htmlText":"Vaccines did have positive impact&nbsp;","listText":"Vaccines did have positive impact&nbsp;","text":"Vaccines did have positive impact","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/165669663","repostId":"2144170319","repostType":4,"repost":{"id":"2144170319","kind":"highlight","pubTimestamp":1624086714,"share":"https://ttm.financial/m/news/2144170319?lang=en_US&edition=fundamental","pubTime":"2021-06-19 15:11","market":"us","language":"zh","title":"The Biden administration completes 300 million doses of vaccination, and the goal of 70% adult vaccination meets the challenge","url":"https://stock-news.laohu8.com/highlight/detail?id=2144170319","media":"新浪财经","summary":"　　中新社华盛顿6月18日电 美国总统拜登18日在白宫宣布，在其就任150天内，美国已完成3亿剂新冠疫苗接种。　　尽管疫情大幅改善，但美国民众的疫苗接种意愿降低，让拜登政府的另一项抗疫目标面临挑战。拜登此前提出，在7月4日前，让70%的美国成年人至少接种一剂疫苗。15个州和华盛顿特区的一剂疫苗接种率已达70%。这将成为拜登就任总统以来白宫举行的最大规模活动。","content":"<p>(Fighting novel coronavirus pneumonia) Biden administration completes 300 million doses of vaccine vaccination, 70% of adult vaccination goals meet challenges</p><p>China news agency, June 18 (Reporter Chen Mengtong) US President Biden announced at the White House on the 18th that within 150 days of his appointment, the United States had completed 300 million doses of COVID-19 vaccine vaccination.</p><p>Biden said in a speech on the epidemic that day: \"Compared with last year, the United States is about to usher in a very different summer. A bright and pleasant summer.\"</p><p>According to data from Johns Hopkins University in the United States, as of the 18th, the cumulative number of confirmed cases of COVID-19 in the United States exceeded 33.51 million, and the number of deaths reached 601,000. At present, the average number of confirmed cases and deaths in the United States in 7 days is about 12,000 and 300.</p><p>Although the epidemic situation has improved significantly, the American people's willingness to vaccinate has decreased, challenging another anti-epidemic goal of the Biden administration. Biden previously proposed that 70% of American adults should receive at least one dose of vaccine by July 4. With 15 days left until the Independence Day holiday, this figure is still at 65.1%.</p><p>《<a href=\"https://laohu8.com/S/WPO\">Washington Post</a>\"Pointed out that the above goals may not be achieved until summer. Currently, the seven-day average vaccination volume in the United States is about 1.1 million doses, well below the peak of 3.3 million doses per day.</p><p>Biden noted that areas of the United States with high vaccination rates have seen significant declines in death rates and hospitalizations. \"But unfortunately, in states with low vaccination rates, new cases and hospitalizations are not declining in many places. In some places, they are actually rising.\"</p><p>According to the data released by the White House on the 18th, at present, more than 175 million Americans have received at least one dose of vaccine. One-dose vaccination rates have reached 70% in 15 states and Washington, D.C. According to US media statistics, the current vaccination rate of one dose in Alabama, Louisiana, Mississippi, Tennessee, Wyoming and other places is less than 50%.</p><p>At the same time, Biden pointed out that the new crown variant virus is a \"serious problem\" in the United States' fight against the epidemic. The new coronavirus variant will make unvaccinated people more vulnerable than they were a month ago. In the face of high-risk and highly transmissible mutated viruses, complete vaccination is still the \"best way\" to protect yourself.</p><p>\"On July 4th, we will celebrate independence from the pandemic while celebrating Independence Day. We want everyone to do it,\" Biden said.</p><p>Earlier this week, the White House revealed that a thousand-person celebration will be held on the South Lawn on Independence Day, inviting medical staff, rescue workers and their families on the front line of the epidemic to attend. This will be the largest event held in the White House since Biden became president.</p>","source":"sina_us","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 Biden administration completes 300 million doses of vaccination, and the goal of 70% adult vaccination meets the challenge</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 Biden administration completes 300 million doses of vaccination, and the goal of 70% adult vaccination meets the challenge\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-06-19 15:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Fighting novel coronavirus pneumonia) Biden administration completes 300 million doses of vaccine vaccination, 70% of adult vaccination goals meet challenges</p><p>China news agency, June 18 (Reporter Chen Mengtong) US President Biden announced at the White House on the 18th that within 150 days of his appointment, the United States had completed 300 million doses of COVID-19 vaccine vaccination.</p><p>Biden said in a speech on the epidemic that day: \"Compared with last year, the United States is about to usher in a very different summer. A bright and pleasant summer.\"</p><p>According to data from Johns Hopkins University in the United States, as of the 18th, the cumulative number of confirmed cases of COVID-19 in the United States exceeded 33.51 million, and the number of deaths reached 601,000. At present, the average number of confirmed cases and deaths in the United States in 7 days is about 12,000 and 300.</p><p>Although the epidemic situation has improved significantly, the American people's willingness to vaccinate has decreased, challenging another anti-epidemic goal of the Biden administration. Biden previously proposed that 70% of American adults should receive at least one dose of vaccine by July 4. With 15 days left until the Independence Day holiday, this figure is still at 65.1%.</p><p>《<a href=\"https://laohu8.com/S/WPO\">Washington Post</a>\"Pointed out that the above goals may not be achieved until summer. Currently, the seven-day average vaccination volume in the United States is about 1.1 million doses, well below the peak of 3.3 million doses per day.</p><p>Biden noted that areas of the United States with high vaccination rates have seen significant declines in death rates and hospitalizations. \"But unfortunately, in states with low vaccination rates, new cases and hospitalizations are not declining in many places. In some places, they are actually rising.\"</p><p>According to the data released by the White House on the 18th, at present, more than 175 million Americans have received at least one dose of vaccine. One-dose vaccination rates have reached 70% in 15 states and Washington, D.C. According to US media statistics, the current vaccination rate of one dose in Alabama, Louisiana, Mississippi, Tennessee, Wyoming and other places is less than 50%.</p><p>At the same time, Biden pointed out that the new crown variant virus is a \"serious problem\" in the United States' fight against the epidemic. The new coronavirus variant will make unvaccinated people more vulnerable than they were a month ago. In the face of high-risk and highly transmissible mutated viruses, complete vaccination is still the \"best way\" to protect yourself.</p><p>\"On July 4th, we will celebrate independence from the pandemic while celebrating Independence Day. We want everyone to do it,\" Biden said.</p><p>Earlier this week, the White House revealed that a thousand-person celebration will be held on the South Lawn on Independence Day, inviting medical staff, rescue workers and their families on the front line of the epidemic to attend. This will be the largest event held in the White House since Biden became president.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-06-19/doc-ikqcfnca1958952.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c26835d2a08742c3de45f524c7bb8604","relate_stocks":{},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-06-19/doc-ikqcfnca1958952.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144170319","content_text":"（抗击新冠肺炎）拜登政府完成3亿剂疫苗接种 70%成人接种目标迎挑战\n中新社华盛顿6月18日电 （记者 陈孟统）美国总统拜登18日在白宫宣布，在其就任150天内，美国已完成3亿剂新冠疫苗接种。\n拜登当天就疫情发表讲话说：“与去年相比，美国即将迎来一个非常不同的夏天。一个明亮的、愉悦的夏天。”\n据美国约翰斯·霍普金斯大学数据，截至18日，美国累计新冠确诊病例超3351万，死亡病例达60.1万。目前，美国7天平均确诊和死亡病例约为1.2万例和300例。\n尽管疫情大幅改善，但美国民众的疫苗接种意愿降低，让拜登政府的另一项抗疫目标面临挑战。拜登此前提出，在7月4日前，让70%的美国成年人至少接种一剂疫苗。距离独立日假期还剩15天，但这一数据仍为65.1%。\n《华盛顿邮报》指出，上述目标可能要到夏天才能实现。目前，美国7天平均疫苗接种量约为110万剂，远低于高峰时期的每日330万剂。\n拜登指出，美国疫苗接种率高的地区，死亡率和住院率大幅下降。“但不幸的是，在疫苗接种率较低的州，许多地方的新增病例和住院率并没有下降。在一些地方，实际在上升。”\n白宫18日公布的数据显示，目前，超过1.75亿美国人已至少接种一剂疫苗。15个州和华盛顿特区的一剂疫苗接种率已达70%。而据美国媒体统计，亚拉巴马州、路易斯安那州、密西西比州、田纳西州、怀俄明州等地目前一剂疫苗接种率不足50%。\n拜登同时指出，新冠变异病毒是美国抗击疫情的一个“严重问题”。新冠变异病毒将使未接种疫苗的人比一个月前更加脆弱。面对高危险性、高传播性的变异病毒，完全接种疫苗仍是自我保护的“最佳方法”。\n“7月4日，我们将在欢度独立日的同时，庆祝摆脱疫情而独立。我们希望每个人都能做到。”拜登如是说。\n本周早些时候，白宫对外透露，独立日当天将在南草坪举办千人规模的庆祝活动，邀请在抗疫一线的医务人员、救援人员及其家人参加。这将成为拜登就任总统以来白宫举行的最大规模活动。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160679995,"gmtCreate":1623798032517,"gmtModify":1703819499624,"author":{"id":"3581757303005744","authorId":"3581757303005744","name":"PTdudu","avatar":"https://static.tigerbbs.com/9476e0bb1514fa0fd9abee038060fdb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757303005744","idStr":"3581757303005744"},"themes":[],"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/160679995","repostId":"1115758218","repostType":4,"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199157731,"gmtCreate":1620692617523,"gmtModify":1704346740809,"author":{"id":"3581757303005744","authorId":"3581757303005744","name":"PTdudu","avatar":"https://static.tigerbbs.com/9476e0bb1514fa0fd9abee038060fdb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757303005744","idStr":"3581757303005744"},"themes":[],"htmlText":"firece competition","listText":"firece competition","text":"firece competition","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/199157731","repostId":"2134373576","repostType":4,"isVote":1,"tweetType":1,"viewCount":916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190003948,"gmtCreate":1620546937284,"gmtModify":1704344863110,"author":{"id":"3581757303005744","authorId":"3581757303005744","name":"PTdudu","avatar":"https://static.tigerbbs.com/9476e0bb1514fa0fd9abee038060fdb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757303005744","idStr":"3581757303005744"},"themes":[],"htmlText":"Read","listText":"Read","text":"Read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/190003948","repostId":"1164615477","repostType":4,"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377747931,"gmtCreate":1619567542824,"gmtModify":1704725956408,"author":{"id":"3581757303005744","authorId":"3581757303005744","name":"PTdudu","avatar":"https://static.tigerbbs.com/9476e0bb1514fa0fd9abee038060fdb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757303005744","idStr":"3581757303005744"},"themes":[],"htmlText":"Why going down","listText":"Why going down","text":"Why going down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/377747931","repostId":"1122860426","repostType":4,"repost":{"id":"1122860426","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":1619566772,"share":"https://ttm.financial/m/news/1122860426?lang=en_US&edition=fundamental","pubTime":"2021-04-28 07:39","market":"us","language":"zh","title":"Microsoft's financial report exceeded expectations, cloud business maintained high growth rate, and stock price fell back from high levels","url":"https://stock-news.laohu8.com/highlight/detail?id=1122860426","media":"老虎资讯综合","summary":"美东时间4月27日盘后，微软公布其2021财年第三季度（2021年第一季度）财报，营收和利润均超出市场一致预期，来自Azure的营收保持50%高增速。微软股价曾在4月27日尾盘创历史新高，但随后高位回","content":"<p>After the market closed on April 27, Eastern Time, Microsoft announced its financial report for the third quarter of fiscal year 2021 (the first quarter of 2021). Both revenue and profit exceeded market consensus expectations, and revenue from Azure maintained a high growth rate of 50%. Microsoft's stock price hit a record high in late trading on April 27, but then fell back from its high level, and the stock price fell more than 2% in after-hours trading after the earnings report.<img src=\"https://static.tigerbbs.com/5b868145b00ac12121aae9779bc621d5\" tg-width=\"1476\" tg-height=\"966\" referrerpolicy=\"no-referrer\">The financial report shows that as of March 31, 2021, Microsoft's revenue in the third quarter of fiscal year 2021 was US $41.7 billion, higher than market expectations of US $41.03 billion, a year-on-year increase of 19%, the largest growth rate since 2018; Operating profit was US $17 billion, a year-on-year increase of 31%;</p><p>Net profit was US $15.4 billion, a year-on-year increase of 44%; Quarterly adjusted earnings per share of $1.95 were higher than consensus estimates of $1.78.<img src=\"https://static.tigerbbs.com/d060c30081895510c15bdb0f007b568e\" tg-width=\"1952\" tg-height=\"426\" referrerpolicy=\"no-referrer\">Microsoft CEO Satya Nadella said that since entering COVID-19 pandemic for more than a year, the digital curve has accelerated rather than slowed down, and this is just the beginning. We are building cloud computing for the next decade, expanding the addressable market, and innovating at every layer of the technology stack to help customers recover and transform.</p><p>By business unit:</p><p><b>| </b>Productivity & Business Processes segment: quarterly revenue of $13.6 billion, up 15% year-over-year,<b>Missed consensus estimates of $14.54 billion</b>。 Among them, the revenue of Office commercial products and consumer products increased by 14% and 5% respectively; LinkedIn revenue increased by 25% year-on-year, and dynamic products and cloud services revenue increased by 26%;</p><p><b>|</b>Intelligent cloud business: Revenue in the third fiscal quarter was US $15.11 billion, compared with expectations of US $14.94 billion, a year-on-year increase of 23%. Among them, the revenue of servers and cloud services increased by 26%;</p><p><b>|</b>More Personalized Computing segment: Quarterly revenue of $13 billion, estimated at $12.61 billion, up 19% year-over-year. Among them, Windows OEM pre-installed machine revenue increased by 10%, Windows commercial products and cloud service revenue increased by 10%, Xbox content and service revenue increased by 34%, search advertising revenue increased by 17%, and Surface revenue increased by 12%.<img src=\"https://static.tigerbbs.com/9e82ee168aea0b892cec11af4f8695dc\" tg-width=\"1930\" tg-height=\"886\" referrerpolicy=\"no-referrer\">\"Microsoft Cloud, with its end-to-end solutions, continues to deliver compelling value to our customers, generating $17.7 billion in commercial cloud revenue, up 33% year-over-year,\" said Amy Hood, Microsoft Executive Vice President and Chief Financial Officer.</p><p>Microsoft did not disclose the specific revenue contribution from Azure, but the financial report stated that the revenue from Azure increased by 50% in the third fiscal quarter, which was the same as the growth rate in the previous quarter, indirectly driving the revenue growth of servers and cloud services. Compared with the second fiscal quarter, the revenue from Azure increased by 50%, and the first fiscal quarter increased by 48%.</p><p>Microsoft expects that in the fourth fiscal quarter, the sales revenue of the productivity and business process unit will reach US $13.8-14.05 billion, and the sales revenue of the intelligent cloud computing unit will reach US $16.2-16.45 billion.</p><p>In the third quarter of fiscal year 2021, Microsoft returned a total of $10 billion to shareholders in the form of stock buybacks and dividends.</p><p>Microsoft's stock price has risen by about 17% this year, hitting a new intraday high for three consecutive days before the financial report was announced, and falling back from the high level after the financial report.</p><p><img src=\"https://static.tigerbbs.com/e609badc2c8a8c406c733e53f8dc4ea9\" 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>Microsoft's financial report exceeded expectations, cloud business maintained high growth rate, and stock price fell back from high levels</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\">\nMicrosoft's financial report exceeded expectations, cloud business maintained high growth rate, and stock price fell back from high levels\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\">2021-04-28 07:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>After the market closed on April 27, Eastern Time, Microsoft announced its financial report for the third quarter of fiscal year 2021 (the first quarter of 2021). Both revenue and profit exceeded market consensus expectations, and revenue from Azure maintained a high growth rate of 50%. Microsoft's stock price hit a record high in late trading on April 27, but then fell back from its high level, and the stock price fell more than 2% in after-hours trading after the earnings report.<img src=\"https://static.tigerbbs.com/5b868145b00ac12121aae9779bc621d5\" tg-width=\"1476\" tg-height=\"966\" referrerpolicy=\"no-referrer\">The financial report shows that as of March 31, 2021, Microsoft's revenue in the third quarter of fiscal year 2021 was US $41.7 billion, higher than market expectations of US $41.03 billion, a year-on-year increase of 19%, the largest growth rate since 2018; Operating profit was US $17 billion, a year-on-year increase of 31%;</p><p>Net profit was US $15.4 billion, a year-on-year increase of 44%; Quarterly adjusted earnings per share of $1.95 were higher than consensus estimates of $1.78.<img src=\"https://static.tigerbbs.com/d060c30081895510c15bdb0f007b568e\" tg-width=\"1952\" tg-height=\"426\" referrerpolicy=\"no-referrer\">Microsoft CEO Satya Nadella said that since entering COVID-19 pandemic for more than a year, the digital curve has accelerated rather than slowed down, and this is just the beginning. We are building cloud computing for the next decade, expanding the addressable market, and innovating at every layer of the technology stack to help customers recover and transform.</p><p>By business unit:</p><p><b>| </b>Productivity & Business Processes segment: quarterly revenue of $13.6 billion, up 15% year-over-year,<b>Missed consensus estimates of $14.54 billion</b>。 Among them, the revenue of Office commercial products and consumer products increased by 14% and 5% respectively; LinkedIn revenue increased by 25% year-on-year, and dynamic products and cloud services revenue increased by 26%;</p><p><b>|</b>Intelligent cloud business: Revenue in the third fiscal quarter was US $15.11 billion, compared with expectations of US $14.94 billion, a year-on-year increase of 23%. Among them, the revenue of servers and cloud services increased by 26%;</p><p><b>|</b>More Personalized Computing segment: Quarterly revenue of $13 billion, estimated at $12.61 billion, up 19% year-over-year. Among them, Windows OEM pre-installed machine revenue increased by 10%, Windows commercial products and cloud service revenue increased by 10%, Xbox content and service revenue increased by 34%, search advertising revenue increased by 17%, and Surface revenue increased by 12%.<img src=\"https://static.tigerbbs.com/9e82ee168aea0b892cec11af4f8695dc\" tg-width=\"1930\" tg-height=\"886\" referrerpolicy=\"no-referrer\">\"Microsoft Cloud, with its end-to-end solutions, continues to deliver compelling value to our customers, generating $17.7 billion in commercial cloud revenue, up 33% year-over-year,\" said Amy Hood, Microsoft Executive Vice President and Chief Financial Officer.</p><p>Microsoft did not disclose the specific revenue contribution from Azure, but the financial report stated that the revenue from Azure increased by 50% in the third fiscal quarter, which was the same as the growth rate in the previous quarter, indirectly driving the revenue growth of servers and cloud services. Compared with the second fiscal quarter, the revenue from Azure increased by 50%, and the first fiscal quarter increased by 48%.</p><p>Microsoft expects that in the fourth fiscal quarter, the sales revenue of the productivity and business process unit will reach US $13.8-14.05 billion, and the sales revenue of the intelligent cloud computing unit will reach US $16.2-16.45 billion.</p><p>In the third quarter of fiscal year 2021, Microsoft returned a total of $10 billion to shareholders in the form of stock buybacks and dividends.</p><p>Microsoft's stock price has risen by about 17% this year, hitting a new intraday high for three consecutive days before the financial report was announced, and falling back from the high level after the financial report.</p><p><img src=\"https://static.tigerbbs.com/e609badc2c8a8c406c733e53f8dc4ea9\" 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/e1a4cc202709ea1e312bac26753316a5","relate_stocks":{"MSFT":"微软"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122860426","content_text":"美东时间4月27日盘后，微软公布其2021财年第三季度（2021年第一季度）财报，营收和利润均超出市场一致预期，来自Azure的营收保持50%高增速。微软股价曾在4月27日尾盘创历史新高，但随后高位回落，财报后股价在盘后交易中下跌逾2%。财报显示，截至2021年3月31日，微软2021财年第三财季营收417亿美元，高于市场预期的410.3亿美元，同比增长19%创2018年以来的最大增速；运营利润为170亿美元，同比增长31%；净利润154亿美元，同比增44%；季度调整后每股收益1.95美元，高于市场预期的1.78美元。微软首席执行官纳德拉（Satya Nadella）称，进入新冠疫情的一年多以来，数字化曲线出现了加速而非放缓，而且这只是个开始。我们正在为下一个十年建立云计算，扩大可寻址市场，并在技术堆栈的每一层创新，以帮助客户复原并且实现转型。按业务部门看：| 生产力与业务流程部门：季度收入136亿美元，同比增长15%，低于市场预期为145.4亿美元。其中，Office商业产品和消费者产品的收入分别增长14%和5%；LinkedIn收入同比增长25%，动态产品及云服务收入增长26%；| 智能云业务：第三财季收入为151.1亿美元，预期为149.4亿美元，同比增长23%。其中，服务器和云服务的营收增长26%；| 更个性化计算部门：季度收入130亿美元，预计为126.1亿美元，同比增长19%。其中，Windows OEM预装机收入增长10%，Windows商业化产品和云服务收入增长10%，Xbox内容和服务收入大增34%，搜索广告收入增长17%，而Surface收入增长12%。微软执行副总裁兼首席财务官Amy Hood说：\"微软云，以其端到端的解决方案继续为我们的客户提供引人注目的价值，创造177亿美元的商业云收入，同比增长33%。“微软并没有披露来自Azure的具体收入贡献，但财报表示，第三财季来自Azure的营收增长了50%，与上季度增幅持平，间接带动服务器和云服务的营收出现增长。对比第二财季当中，来自Azure的营收增长了50%，第一财季当中则是增长了48%。微软预计第四财季，生产力与业务流程部门销售收入将达到138-140.5亿美元，智能云计算部门销售收入将达到162-164.5亿美元。2021财年第三季度，微软以股票回购和分红的形式向股东返还了共计100亿美元。微软股价今年以来涨幅约17%，在财报公布前连续三天盘中创新高，财报后高位回落。","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579135782189272","authorId":"3579135782189272","name":"怪盗KDO","avatar":"https://static.tigerbbs.com/b5f1ae0b5e0a5bd52261a3e4f7c8c8b7","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3579135782189272","idStr":"3579135782189272"},"content":"Why don't you post recently? Go back to the 30-day moving average for confirmation","text":"Why don't you post recently? Go back to the 30-day moving average for confirmation","html":"Why don't you post recently? Go back to the 30-day moving average for confirmation"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104741107,"gmtCreate":1620430161909,"gmtModify":1704343488635,"author":{"id":"3581757303005744","authorId":"3581757303005744","name":"PTdudu","avatar":"https://static.tigerbbs.com/9476e0bb1514fa0fd9abee038060fdb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757303005744","idStr":"3581757303005744"},"themes":[],"htmlText":"BTC still promising&nbsp;","listText":"BTC still promising&nbsp;","text":"BTC still promising","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/104741107","repostId":"1102558579","repostType":4,"isVote":1,"tweetType":1,"viewCount":794,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579390342643959","authorId":"3579390342643959","name":"Yucy_TG_Mini","avatar":"https://static.tigerbbs.com/229ce2f597d1d8482ba0e89e0cbef80b","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3579390342643959","idStr":"3579390342643959"},"content":"Giant God Valley is too complicated","text":"Giant God Valley is too complicated","html":"Giant God Valley is too complicated"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379974851,"gmtCreate":1618665282473,"gmtModify":1704713934209,"author":{"id":"3581757303005744","authorId":"3581757303005744","name":"PTdudu","avatar":"https://static.tigerbbs.com/9476e0bb1514fa0fd9abee038060fdb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757303005744","idStr":"3581757303005744"},"themes":[],"htmlText":"culture shock","listText":"culture shock","text":"culture shock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/379974851","repostId":"2128537854","repostType":4,"repost":{"id":"2128537854","kind":"highlight","pubTimestamp":1618639841,"share":"https://ttm.financial/m/news/2128537854?lang=en_US&edition=fundamental","pubTime":"2021-04-17 14:10","market":"us","language":"zh","title":"Buying a house or buying stocks? This is how American residents currently see it","url":"https://stock-news.laohu8.com/highlight/detail?id=2128537854","media":"格隆汇","summary":"2021年，美国家庭更加青睐房地产。","content":"<p>The substantial increase in household savings under the impact of the epidemic is almost a common problem facing the whole world. In addition to consumption, how to make a reasonable investment layout? This report from the New York Fed may give me some clues. Some data on U.S. real estate slowed down in the first quarter of this year, but at a micro level, we might as well be optimistic.</p><p><b>text</b></p><p><b>Housing is the largest asset owned by most families and is the main means of wealth accumulation, especially for the middle class</b>。 However, our understanding of how households view and compare real estate investment and financial investment is limited, partly because their differences go beyond common risk and return standards. On the one hand, housing is an important source of leverage for families, and it is also a reliable savings and value preservation tool. Owner-occupied homes can also provide stability and an effective hedge against rising housing costs. Housing, on the other hand, is far less liquid than financial assets and requires more time to manage.</p><p>In this article, we use data from the just-released SCE Housing Survey to answer several related questions about how households view real estate: Do households view housing as a good investment option compared to financial assets, such as stocks? Are there differences in preferences for housing investment among different populations? What factors do families consider when choosing the housing market or the stock market?</p><p><h3><b>Design of survey data</b></h3>SCE Housing Survey recently launched a new survey to investigate households' preferences for real estate and the stock market and the reasons behind it. In the survey, respondents will imagine that they are giving financial advice to a couple in their 30s in their local area: buying a house or buying stocks. The couple just got a gift of money that can pay the advance payment for the house in full. There are two scenarios for the question: one is to ask the young couple whether to buy an owner-occupied home or invest in the stock market, and the other is to assume that the couple already owns a home and whether they are investing in rental property or stocks.</p><p>Each respondent randomly answered one of the above questions. After giving suggestions, respondents also need to choose the reasons for making the suggestion from a series of factors, including higher stock returns, less fluctuations in real estate returns, whether it is a reliable savings and value preservation tool, etc., or you can provide your own reasons. This survey was conducted in February 2020 (mainly before the COVID-19 outbreak in the United States), October 2020, and February 2021, respectively, and the results are reported below:</p><p><h3><b>Housing is a great investment</b></h3>The following table lists the distribution of the results of financial advice in the housing market and stock market at different stages. In general,<b>Compared to the stock market, households generally think housing is a good investment</b>。 When asked whether to invest in rental real estate or in the stock market, more than 50% of households surveyed recommended housing. In the selection scenario of the first house and stock, more than 90% of the respondents chose housing, and their preference for housing is stronger.</p><p>An interesting finding is that,<b>People's preference for real estate declined in October 2020 and returned to pre-pandemic levels by February 2021</b>。 By examining the rationale for these choices, we find that in October 2020, this shift away from real estate preference was not driven by lower home price expectations, but reflected other reasons. For example, investors are more worried about the risk of vacant rental homes. For the purchase of owner-occupied homes, respondents were less concerned about the stability provided by owner-occupied homes after the outbreak, possibly because of fears that the inability to pay the mortgage would lead to a shorter period of living in the current home.</p><p><img src=\"https://static.tigerbbs.com/7446f0bfef91d753b549564a8bb711bb\" tg-width=\"1080\" tg-height=\"832\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/847eb2c2296ba22d4e737a7120244700\" tg-width=\"1080\" tg-height=\"681\" referrerpolicy=\"no-referrer\"></p><p><h3><b>What are the differences in how different groups of people view real estate investment?</b></h3>Next, we studied the differences in different people's views on real estate investment.<b>Two important factors affecting questionnaire responses are gender and education</b>。 In this analysis, we focus on how rental housing compares to stocks. The next chart shows,<b>Women and non-college graduates favor housing more than others</b>。</p><p>For the gender difference, part of the explanation is that in our sample, men are more willing to take risks and invest in the stock market than women, because the returns in the stock market are more volatile. For the educational gap, college graduates tend to think that the returns of the stock market are higher than those of the housing market, and cite \"managing rental properties is time-consuming\" as one of the reasons for choosing the stock market.</p><p>We also note that these gender and education gaps narrowed significantly in the October 2020 survey as women and non-college graduates temporarily lowered their preferences for real estate. In future research, we intend to examine the factors behind gender and education disparities and why they temporarily lowered their favor of the housing market during the outbreak.</p><p><img src=\"https://static.tigerbbs.com/6f2d9bb4a87ab766c9b9efd11c4e9187\" tg-width=\"500\" tg-height=\"435\" referrerpolicy=\"no-referrer\"></p><p><h3><b>Reasons for choosing housing</b></h3>When it comes to reasons for choosing a home, the chart below shows the percentage of individual reasons why respondents recommend choosing to buy a first home rather than investing in the stock market. Respondents can choose multiple reasons. It can be seen that the proportion of choices for each reason is very reasonable. \"Ideal and stable living environment\" and \"less fluctuation in house prices\" are the most common reasons. Compared with the answer in 2020,<b>More respondents in 2021 picked higher housing returns, less volatility as two reasons</b>, while fewer respondents chose other reasons, including, for example, rent savings, stability, locking in housing costs, effective means of saving, etc.</p><p><img src=\"https://static.tigerbbs.com/7b5e4a78e93e5b919a8ccf14824ba5c6\" tg-width=\"500\" tg-height=\"432\" referrerpolicy=\"no-referrer\"></p><p><h3><b>conclusion</b></h3>Real estate is an important asset class for middle-class families. Surveys conducted before and during the pandemic indicate that investors consider housing-both rental properties and owner-occupied homes-a good investment relative to the stock market. There are important differences in housing preferences among different groups of people, with women and non-college graduates preferring housing. More households are now citing higher returns and lower volatility as a reason to enter the housing market than before the pandemic.</p><p><i>This article is translated from the recently published by the New York Fed</i><b><i>Do People View Housing as a Good Investment and Why?</i></b><i>\", Andrew Haughwout, Haoyang Liu, Dean Parker, and Xiaohan Zhang</i></p>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buying a house or buying stocks? 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This is how American residents currently see it\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">格隆汇</strong><span class=\"h-time small\">2021-04-17 14:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The substantial increase in household savings under the impact of the epidemic is almost a common problem facing the whole world. In addition to consumption, how to make a reasonable investment layout? This report from the New York Fed may give me some clues. Some data on U.S. real estate slowed down in the first quarter of this year, but at a micro level, we might as well be optimistic.</p><p><b>text</b></p><p><b>Housing is the largest asset owned by most families and is the main means of wealth accumulation, especially for the middle class</b>。 However, our understanding of how households view and compare real estate investment and financial investment is limited, partly because their differences go beyond common risk and return standards. On the one hand, housing is an important source of leverage for families, and it is also a reliable savings and value preservation tool. Owner-occupied homes can also provide stability and an effective hedge against rising housing costs. Housing, on the other hand, is far less liquid than financial assets and requires more time to manage.</p><p>In this article, we use data from the just-released SCE Housing Survey to answer several related questions about how households view real estate: Do households view housing as a good investment option compared to financial assets, such as stocks? Are there differences in preferences for housing investment among different populations? What factors do families consider when choosing the housing market or the stock market?</p><p><h3><b>Design of survey data</b></h3>SCE Housing Survey recently launched a new survey to investigate households' preferences for real estate and the stock market and the reasons behind it. In the survey, respondents will imagine that they are giving financial advice to a couple in their 30s in their local area: buying a house or buying stocks. The couple just got a gift of money that can pay the advance payment for the house in full. There are two scenarios for the question: one is to ask the young couple whether to buy an owner-occupied home or invest in the stock market, and the other is to assume that the couple already owns a home and whether they are investing in rental property or stocks.</p><p>Each respondent randomly answered one of the above questions. After giving suggestions, respondents also need to choose the reasons for making the suggestion from a series of factors, including higher stock returns, less fluctuations in real estate returns, whether it is a reliable savings and value preservation tool, etc., or you can provide your own reasons. This survey was conducted in February 2020 (mainly before the COVID-19 outbreak in the United States), October 2020, and February 2021, respectively, and the results are reported below:</p><p><h3><b>Housing is a great investment</b></h3>The following table lists the distribution of the results of financial advice in the housing market and stock market at different stages. In general,<b>Compared to the stock market, households generally think housing is a good investment</b>。 When asked whether to invest in rental real estate or in the stock market, more than 50% of households surveyed recommended housing. In the selection scenario of the first house and stock, more than 90% of the respondents chose housing, and their preference for housing is stronger.</p><p>An interesting finding is that,<b>People's preference for real estate declined in October 2020 and returned to pre-pandemic levels by February 2021</b>。 By examining the rationale for these choices, we find that in October 2020, this shift away from real estate preference was not driven by lower home price expectations, but reflected other reasons. For example, investors are more worried about the risk of vacant rental homes. For the purchase of owner-occupied homes, respondents were less concerned about the stability provided by owner-occupied homes after the outbreak, possibly because of fears that the inability to pay the mortgage would lead to a shorter period of living in the current home.</p><p><img src=\"https://static.tigerbbs.com/7446f0bfef91d753b549564a8bb711bb\" tg-width=\"1080\" tg-height=\"832\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/847eb2c2296ba22d4e737a7120244700\" tg-width=\"1080\" tg-height=\"681\" referrerpolicy=\"no-referrer\"></p><p><h3><b>What are the differences in how different groups of people view real estate investment?</b></h3>Next, we studied the differences in different people's views on real estate investment.<b>Two important factors affecting questionnaire responses are gender and education</b>。 In this analysis, we focus on how rental housing compares to stocks. The next chart shows,<b>Women and non-college graduates favor housing more than others</b>。</p><p>For the gender difference, part of the explanation is that in our sample, men are more willing to take risks and invest in the stock market than women, because the returns in the stock market are more volatile. For the educational gap, college graduates tend to think that the returns of the stock market are higher than those of the housing market, and cite \"managing rental properties is time-consuming\" as one of the reasons for choosing the stock market.</p><p>We also note that these gender and education gaps narrowed significantly in the October 2020 survey as women and non-college graduates temporarily lowered their preferences for real estate. In future research, we intend to examine the factors behind gender and education disparities and why they temporarily lowered their favor of the housing market during the outbreak.</p><p><img src=\"https://static.tigerbbs.com/6f2d9bb4a87ab766c9b9efd11c4e9187\" tg-width=\"500\" tg-height=\"435\" referrerpolicy=\"no-referrer\"></p><p><h3><b>Reasons for choosing housing</b></h3>When it comes to reasons for choosing a home, the chart below shows the percentage of individual reasons why respondents recommend choosing to buy a first home rather than investing in the stock market. Respondents can choose multiple reasons. It can be seen that the proportion of choices for each reason is very reasonable. \"Ideal and stable living environment\" and \"less fluctuation in house prices\" are the most common reasons. Compared with the answer in 2020,<b>More respondents in 2021 picked higher housing returns, less volatility as two reasons</b>, while fewer respondents chose other reasons, including, for example, rent savings, stability, locking in housing costs, effective means of saving, etc.</p><p><img src=\"https://static.tigerbbs.com/7b5e4a78e93e5b919a8ccf14824ba5c6\" tg-width=\"500\" tg-height=\"432\" referrerpolicy=\"no-referrer\"></p><p><h3><b>conclusion</b></h3>Real estate is an important asset class for middle-class families. Surveys conducted before and during the pandemic indicate that investors consider housing-both rental properties and owner-occupied homes-a good investment relative to the stock market. There are important differences in housing preferences among different groups of people, with women and non-college graduates preferring housing. More households are now citing higher returns and lower volatility as a reason to enter the housing market than before the pandemic.</p><p><i>This article is translated from the recently published by the New York Fed</i><b><i>Do People View Housing as a Good Investment and Why?</i></b><i>\", Andrew Haughwout, Haoyang Liu, Dean Parker, and Xiaohan Zhang</i></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.gelonghui.com/p/460858\">格隆汇</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b88e2fdae8e5bd88881023c7c82026ea","relate_stocks":{"09979":"绿城管理控股"},"source_url":"http://www.gelonghui.com/p/460858","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2128537854","content_text":"疫情冲击下居民储蓄大幅增加几乎是全球面临的共同问题。除了消费外，如何合理进行投资布局？纽约联储的这篇报告可能给我一些线索。美国房地产的部分数据在今年第一季度有所放缓，但从微观层面来看，我们不妨乐观一点。\n正文\n住房是大多数家庭拥有的最大额资产，并且是财富积累的主要手段，对于中产阶级尤其如此。然而，对于家庭如何看待和比较房地产投资和金融投资我们了解很有限，这部分是因为它们的差异超出了常见的风险和收益标准。一方面，住房是家庭加杠杆的重要来源，同时也是可靠的储蓄保值工具。自住住宅还可以为住房成本上涨提供稳定性和有效对冲。另一方面，住房的流动性远低于金融资产，并且需要更多的时间来管理。\n在这篇文章中，我们使用来自刚刚发布的SCE住房调查的数据来回答有关家庭如何看待房地产的几个相关问题：与金融资产（例如股票）相比，家庭是否将住房视为一种良好的投资选择？不同人群是否对住房投资的偏好存在差异？家庭选择房市还是股市时会考虑哪些因素？\n调查数据的设计\nSCE住房调查中最近推出一项新调查，针对性调研住户对房地产和股市的偏好及背后的原因。在调查中，受访者将在假想自己为本地区一对30多岁的夫妇提供理财建议：买房子还是买股票，这对夫妇正好刚获得一笔可以足额支付购房预付款的馈赠资金。问题有两种场景：一种是问这对年轻夫妇是购买自住住宅还是投资于股票市场，另一种是假设这对夫妇已经拥有住房，他们是该投资租赁地产还是股票。\n每个受访者随机回答上述某一问题。在给出建议后，受访者还需从一系列因素中选择作出该项建议的理由，这些因素包括股票收益更高，房地产收益波动更小，是不是可靠的储蓄保值工具等，或者也可以提供自己的理由。这一调查分别在2020年2月（主要是在美国COVID-19爆发之前），2020年10月和2021年2月进行，结果报告如下：\n住房是一种很好的投资\n下表列出了不同阶段房市股市理财建议的结果分布情况。一般而言，与股市相比，家庭普遍认为住房是一种好的投资。当被问及是投资租赁房地产还是投资股市时，超过50%的调查家庭都推荐了住房。在首套住宅与股票的选择场景中，超过90%的受访者选择住房，对住房的偏好更为强烈。\n一个有趣的发现是，人们对房地产的偏好在2020年10月有所下降，到2021年2月又回到了疫情前的水平。通过考察这些选择的理由，我们发现2020年10月，这种从房地产偏好的转变并不是由较低的房价预期推动，而是反映了其他原因。例如，投资者更担心空置出租房屋的风险。对于购买自住住宅，疫情爆发后调查对象更少在意自住住宅提供的稳定性，这可能是因为担心无法支付抵押贷款导致在当前房屋中居住的期限会缩短。\n\n\n不同人群看待房地产投资有什么差异？\n接下来我们研究了不同人群对房地产投资的看法差异。影响问卷回答的两个重要因素是性别和教育。在这一分析中，我们将重点放在租赁住房与股票的比较上。下一张图表显示，女性和非大学毕业生比其他人更青睐住房。\n对于性别差异，部分解释是在我们的样本中，男性比女性更愿意承担风险，更愿意投资股市，因为股市的回报率波动性更大。对于教育差距，大学毕业生倾向于认为股市的回报高于住房市场，并将“管理租赁房产耗时”作为选择股市的理由之一。\n我们还注意到，在2020年10月的调查中，由于女性和非大学毕业生暂时降低对房地产的偏好，这些性别和教育方面的差距大大缩小。在未来的研究中，我们打算研究性别和教育差距背后的因素，以及为什么他们在疫情爆发期间暂时降低对房市的青睐。\n\n选择住房的原因\n谈到选择住房的原因，下图显示了受访者推荐选择购买首套住宅而不是投资股市的各个原因的比例。受访者可以选择多个原因。可以看到每个理由的选择比例都很合理。\"理想稳定的生活环境 \"和 \"房价波动较小 \"是最常见的原因。与2020年的回答相比，2021年有更多的调查对象选择了更高的住房回报、波动性较小这两个原因，而选择其他原因的调查对象则较少，包括例如节省租金、稳定、锁定住房成本、有效的储蓄手段等。\n\n结论\n房地产是中产阶级家庭的重要资产类别。疫情爆发前和期间进行的调查表明，相对于股票市场而言，投资者认为住房（包括租赁房产和自住住宅）是一项良好的投资。不同人群对住房的偏好存在重要差异，女性和非大学毕业生更偏好住房。与疫情爆发前相比，现在有更多的家庭将较高的回报和较低的波动性作为进入房市的理由。\n本文译自纽约联储近日发表的《Do People View Housing as a Good Investment and Why?》，Andrew Haughwout, Haoyang Liu, Dean Parker, and Xiaohan Zhang","news_type":1,"symbols_score_info":{"09979":0.9}},"isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144502669,"gmtCreate":1626304805551,"gmtModify":1703757350835,"author":{"id":"3581757303005744","authorId":"3581757303005744","name":"PTdudu","avatar":"https://static.tigerbbs.com/9476e0bb1514fa0fd9abee038060fdb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757303005744","idStr":"3581757303005744"},"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/144502669","repostId":"1107449514","repostType":4,"repost":{"id":"1107449514","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":1626304565,"share":"https://ttm.financial/m/news/1107449514?lang=en_US&edition=fundamental","pubTime":"2021-07-15 07:16","market":"us","language":"zh","title":"Microsoft announces Windows 365 Cloud PC service for business customers","url":"https://stock-news.laohu8.com/highlight/detail?id=1107449514","media":"老虎资讯综合","summary":"7月15日讯，微软正式发布面向企业用户的Windows 365 Cloud PC，这是一项新的云服务，将可让企业客户从云端在任何设备上体验Windows 10或Windows 11。\nWindows ","content":"<p>July 15th,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Officially announced Windows 365 Cloud PC for enterprise users, a new cloud service that will enable enterprise customers to experience Windows 10 or Windows 11 from the cloud on any device.</p><p>Windows 365 Cloud PCs are built on top of the Azure Virtual Desktop service and will be available to businesses from August 2. With Windows 365, businesses can choose the configuration and capacity of cloud computers according to their needs, and the monthly pricing per user can thus be determined in advance before purchasing. Since Windows will run in the cloud, users can instantly launch their personal cloud computers and flow their business apps, data, and settings across different devices. All you need is a web browser to access a Windows 365 cloud computer. So Windows 365 cloud computers can be accessed from any device, including Mac, iPad, Linux PC, and Android devices.</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>Microsoft announces Windows 365 Cloud PC service for business customers</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\">\nMicrosoft announces Windows 365 Cloud PC service for business customers\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\">2021-07-15 07:16</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>July 15th,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Officially announced Windows 365 Cloud PC for enterprise users, a new cloud service that will enable enterprise customers to experience Windows 10 or Windows 11 from the cloud on any device.</p><p>Windows 365 Cloud PCs are built on top of the Azure Virtual Desktop service and will be available to businesses from August 2. With Windows 365, businesses can choose the configuration and capacity of cloud computers according to their needs, and the monthly pricing per user can thus be determined in advance before purchasing. Since Windows will run in the cloud, users can instantly launch their personal cloud computers and flow their business apps, data, and settings across different devices. All you need is a web browser to access a Windows 365 cloud computer. So Windows 365 cloud computers can be accessed from any device, including Mac, iPad, Linux PC, and Android devices.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/783e4a9d3f00e88db6623c5917a7c472","relate_stocks":{"MSFT":"微软","09086":"华夏纳指-U","03086":"华夏纳指"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107449514","content_text":"7月15日讯，微软正式发布面向企业用户的Windows 365 Cloud PC，这是一项新的云服务，将可让企业客户从云端在任何设备上体验Windows 10或Windows 11。\nWindows 365云电脑建立在Azure虚拟桌面服务之上，并将从8月2日起向企业提供。有了Windows 365，企业可以根据自己的需求选择云电脑的配置和容量，每个用户每月的定价可以因此而在购买前提前确定。由于Windows将在云中运行，用户可以即时启动他们的个人云电脑，并在不同的设备上流转他们的业务应用、数据和设置。只需要一个网络浏览器就可以访问Windows 365云电脑。因此可以从任何设备上访问Windows 365云计算机，包括Mac、iPad、Linux PC和Android设备。","news_type":1,"symbols_score_info":{"MSFT":0.9,"09086":0.9,"03086":0.9}},"isVote":1,"tweetType":1,"viewCount":2939,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182774937,"gmtCreate":1623625368629,"gmtModify":1704207009225,"author":{"id":"3581757303005744","authorId":"3581757303005744","name":"PTdudu","avatar":"https://static.tigerbbs.com/9476e0bb1514fa0fd9abee038060fdb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757303005744","idStr":"3581757303005744"},"themes":[],"htmlText":"Not so friendly&nbsp;","listText":"Not so friendly&nbsp;","text":"Not so friendly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/182774937","repostId":"1169965714","repostType":4,"repost":{"id":"1169965714","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":1623579192,"share":"https://ttm.financial/m/news/1169965714?lang=en_US&edition=fundamental","pubTime":"2021-06-13 18:13","market":"hk","language":"zh","title":"BYD Chairman Wang Chuanfu: Negotiating car manufacturing cooperation with Xiaomi","url":"https://stock-news.laohu8.com/highlight/detail?id=1169965714","media":"老虎资讯综合","summary":"比亚迪董事长王传福在2021中国汽车重庆论坛上表示，劝雷军别造车是误读，正和小米洽谈造车合作，双方此前手机业务就合作过。","content":"<p><a href=\"https://laohu8.com/S/002594\">BYD</a>Chairman Wang Chuanfu said at the 2021 China Automobile Chongqing Forum that it was a misunderstanding to persuade Lei Jun not to build a car. He is negotiating car-making cooperation with Xiaomi. The two parties have cooperated in the mobile phone business before.</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>BYD Chairman Wang Chuanfu: Negotiating car manufacturing cooperation with Xiaomi</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBYD Chairman Wang Chuanfu: Negotiating car manufacturing cooperation with Xiaomi\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\">2021-06-13 18:13</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/002594\">BYD</a>Chairman Wang Chuanfu said at the 2021 China Automobile Chongqing Forum that it was a misunderstanding to persuade Lei Jun not to build a car. He is negotiating car-making cooperation with Xiaomi. The two parties have cooperated in the mobile phone business before.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/19e24dbfeb2ed4b18d127f4bfc3d8c73","relate_stocks":{"002594":"比亚迪","01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169965714","content_text":"比亚迪董事长王传福在2021中国汽车重庆论坛上表示，劝雷军别造车是误读，正和小米洽谈造车合作，双方此前手机业务就合作过。","news_type":1,"symbols_score_info":{"002594":0.9,"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182889499,"gmtCreate":1623562602611,"gmtModify":1704206266071,"author":{"id":"3581757303005744","authorId":"3581757303005744","name":"PTdudu","avatar":"https://static.tigerbbs.com/9476e0bb1514fa0fd9abee038060fdb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757303005744","idStr":"3581757303005744"},"themes":[],"htmlText":"long road","listText":"long road","text":"long road","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/182889499","repostId":"1102453565","repostType":4,"isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579135782189272","authorId":"3579135782189272","name":"怪盗KDO","avatar":"https://static.tigerbbs.com/b5f1ae0b5e0a5bd52261a3e4f7c8c8b7","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3579135782189272","idStr":"3579135782189272"},"content":"Does it include Tesla","text":"Does it include Tesla","html":"Does it include Tesla"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137142063,"gmtCreate":1622333010052,"gmtModify":1704183018716,"author":{"id":"3581757303005744","authorId":"3581757303005744","name":"PTdudu","avatar":"https://static.tigerbbs.com/9476e0bb1514fa0fd9abee038060fdb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757303005744","idStr":"3581757303005744"},"themes":[],"htmlText":"Pricing bias","listText":"Pricing bias","text":"Pricing bias","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/137142063","repostId":"1131851730","repostType":4,"repost":{"id":"1131851730","kind":"news","pubTimestamp":1622331894,"share":"https://ttm.financial/m/news/1131851730?lang=en_US&edition=fundamental","pubTime":"2021-05-30 07:44","market":"us","language":"zh","title":"Why is 51Talk, which has made profits for 6 consecutive quarters, not popular with capital?","url":"https://stock-news.laohu8.com/highlight/detail?id=1131851730","media":"子弹财经","summary":"最新财报显示，51Talk实现净利润仅为800万元，较上年同期的5080万元缩水超八成，高达84.25%。而且，该公司的净利润一直偏薄。从最近6个财季来看，其净利率最低为0.38%，最高也不过10.4","content":"<p><div>The latest financial report shows that 51Talk achieved a net profit of only 8 million yuan, a decrease of more than 80% from 50.8 million yuan in the same period last year, reaching 84.25%. Moreover, the company's net income has been on the thin side. Judging from the last six fiscal quarters, its lowest net profit margin is 0.38%, and the highest is only 10.43%. 51Talk, which claims to be the only profitable online children's English track, once again handed over a profit report card. On May 17, 51Talk released its first quarterly report for 2021, showing that the company's net profit for the quarter was 8 million yuan. As a result, 51Talk has achieved 6 consecutive quarters of profitability....</p><p><a href=\"https://mp.weixin.qq.com/s/2Vd0sNKGw33xVv0ekOlqow\">Web link</a></div></p>","source":"zdcj","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>Why is 51Talk, which has made profits for 6 consecutive quarters, not popular with capital?</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\">\nWhy is 51Talk, which has made profits for 6 consecutive quarters, not popular with capital?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">子弹财经</strong><span class=\"h-time small\">2021-05-30 07:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>The latest financial report shows that 51Talk achieved a net profit of only 8 million yuan, a decrease of more than 80% from 50.8 million yuan in the same period last year, reaching 84.25%. Moreover, the company's net income has been on the thin side. Judging from the last six fiscal quarters, its lowest net profit margin is 0.38%, and the highest is only 10.43%. 51Talk, which claims to be the only profitable online children's English track, once again handed over a profit report card. On May 17, 51Talk released its first quarterly report for 2021, showing that the company's net profit for the quarter was 8 million yuan. As a result, 51Talk has achieved 6 consecutive quarters of profitability....</p><p><a href=\"https://mp.weixin.qq.com/s/2Vd0sNKGw33xVv0ekOlqow\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/2Vd0sNKGw33xVv0ekOlqow\">子弹财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b6027cfa64b079cc683df9dbf82d635f","relate_stocks":{"COE":"51TALK"},"source_url":"https://mp.weixin.qq.com/s/2Vd0sNKGw33xVv0ekOlqow","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131851730","content_text":"最新财报显示，51Talk实现净利润仅为800万元，较上年同期的5080万元缩水超八成，高达84.25%。而且，该公司的净利润一直偏薄。从最近6个财季来看，其净利率最低为0.38%，最高也不过10.43%。\n号称在线少儿英语赛道唯一盈利的51Talk，再次交出了一份盈利成绩单。\n5月17日，51Talk发布2021年一季报显示，公司当季净利润800万元。也由此，51Talk实现了连续6个季度盈利。\n不过，资本市场对于51Talk交出的这份答卷似乎不太满意。据「子弹财经」观察，截至财报发布当日收盘，51Talk报收18.5美元/股，较前一日下跌0.54%，市值3.98亿美元。而后的交易日，51Talk股价一直呈下跌趋势，截至美东时间5月27日收盘，51Talk股价报收于9.73美元，跌幅5.63%，总市值为2.09亿美元。\n\n当然，资本市场也并非无故地对51Talk表现出“不看好”的态度。需知，与上年同期对比，51Talk净利润已缩水超八成，业务结构单一性愈发明显，以及经营净现金流同降近八成，这或许是51Talk当前在资本市场遇冷的重要原因。\n对于51Talk而言，继续盈利固然重要，但随着主营业务的增长临近天花板，尽快找到第二增长引擎似乎更为重要。\n1、连盈6季\n提起欧美外教，我们容易想到VIPKID；而谈到菲律宾外教，我们脑海中浮现的极有可能是51Talk。\n据「子弹财经」了解，51Talk是较早深度挖掘菲律宾外教资源的中国在线教育企业，自2011年成立以来，该公司便将菲教作为重点选择和开发的资源。\n事实上，51Talk实现扭亏与其押注菲教一对一模式紧密相关。\n首先，菲教老师薪资成本更低。据51Talk官方提供的数据显示，一个菲教老师的薪资成本只有美教的四分之一。\n其次，菲教课定价更低。同样一节25分钟的一对一课程，菲教均价在40-50元左右，而欧美外教的价格动辄120元以上。显然，菲教低廉的价格对那些想给孩子更好教育但经济实力不够强的父母有很大的吸引力。\n第三，菲教产能更高。51Talk创始人黄佳佳曾公开表示，同样为学生提供在线英语教育，北美外教一般每周上1-2节课，而菲律宾外教每周可以上4-6节课，一个菲律宾外教的产能相当于欧美外教产能的3-4倍。\n此外，菲教模型毛利率更高。51Talk CFO徐珉在2018年底的公开发言中称，北美外教的模型毛利率基本上在20%左右，菲律宾的外教模型的毛利率则基本可达到70%左右。\n当然，51Talk实现扭亏的另一个“成功密码”在于城市下沉战略。\n为了避开市场饱和度、获客成本双高的一线市场，51Talk将业务更多定位在外教资源稀缺的二、三线城市。一般来说，相比一线城市的家长，非一线城市的家长对产品价格敏感度更高，也更愿意进行转介绍。\n从财报数据来看，51Talk的下沉战略成果极为明显。\n一方面，非一线城市用户占比持续提升。公开信息显示，2018年第四季度，51Talk每四个首单客户中就有三个是来自二、三线城市。到了2020年第三季度，非一线城市用户渗透率进一步增加，占比达到72.7%。\n另一方面，非一线城市用户对收入贡献率持续增长。数据显示，非一线城市在青少年一对一业务营收的占比，已从2019年第一季度的72.8%增至2020年第一季度的74.3%。\n得益于坚持菲教青少一对一及城市下沉战略，51Talk活跃学生数总体呈上涨态势。\n据51Talk此前发布的财报显示，在过去的9个财季里，除了2019财年Q4活跃学生数增长“踩了一脚刹车”，公司活跃学生数逐季攀升，已由2019财年Q1的22.74万人跃升至2021财年Q1的39.27万人。\n\n而活跃学生数的增长，也直接拉动了51Talk营收的整体上涨。\n根据已公开的财报，最近9个财季，除了2019财年Q4和2020财年Q4，51Talk营收逐季增加，已由2019财年Q1的3.23亿元涨至2021财年Q1的6亿元。\n\n另值得注意，51Talk在研发费用率的控制上可圈可点。\n51Talk财报披露的信息显示，在过去的9个财季里，该公司的平均研发费用率（研发费用率=研发费用/营收*100%）尚不足10%，仅为9.38%。其中，51Talk研发费用率最高出现在2019财年Q1，达到12.69%，最低发生在2020财年Q1，仅为7.39%。\n\n当然，值得称道的不止对研发费用率的控制，还有51Talk对管理费用率的控制。\n根据51Talk往期财报，最近9个财季，该公司的平均管理费用率（管理费用率=管理费用/营收*100%）仅为11.88%，远低于新东方的32.81%和好未来的24.23%。\n\n总体而言，由于营收整体上扬，研发、管理等费用率又控制得当，51Talk毛利润的增长被直接带动了起来。\n财报显示，在过去的9个财季里，除了2019财年Q4和2020财年Q4，51Talk毛利润已由2019财年Q1的2.17亿元上涨至2021财年Q1的4.41亿元。\n此外，值得注意的是，51Talk单季毛利率一直维持在67%以上的水平。相比之下，新东方与好未来的单季毛利率均不及60%。\n\n也正因为毛利润总体增长，研发、管理等费用率控制得当，51Talk才得以继续讲述盈利故事。\n根据财报，最近6个财季，51Talk一直保持盈利状态。其中，该公司盈利最多出现在2020财年Q1，高达5080万元，盈利最少发生在2019财年Q4，仅为152万元。\n\n2、赚钱少了\n不过，51Talk的财务数据看似一片大好，实则暗藏隐忧。\n最新财报显示，51Talk实现净利润仅为800万元，较上年同期的5080万元缩水超八成，高达84.25%。而且，该公司的净利润一直偏薄。从最近6个财季来看，其净利率最低为0.38%，最高也不过10.43%。\n\n事实上，51Talk净利润大幅缩水，并非无迹可寻。\n据51Talk此前披露的财报显示，在过去的9个财季里，该公司现金收入同比增速在2021财年Q1降至最低，仅为14.74%，较2020财年Q2达到的最高增速35.47%少了20.73个百分点。\n\n而现金收入增速放缓，直接影响了51Talk的营收增速。\n根据最新季报，51Talk营收同比增速仅为23.29%，创下过去8个财季营收同比增速新低，比2020财年Q1达到的最高增速52.17%少了近30%。\n更重要的是，与好未来、高途一样，51Talk亦陷入了“营销费用增速高于营收增速”的尴尬境地。\n财报显示，最近两个财季，51Talk单季营销费用增速均位于营收增速之上，且差距已从2020财年Q4的5.63个百分点扩大至2021财年Q1的18.82个百分点。\n换句话说，如果51Talk的营销费用与营收保持同样的增速，那么其获得的营收数额实际要低于目前已披露的。而若想获得当前的可观营收，意味着51Talk势必要投入更多的市场营销费用。\n因此，表面上招生、营收等数据的增长，并不意味着51Talk的获客及转化能力就很优秀。\n此外，51Talk还屡遭用户投诉。「子弹财经」注意到，在多个投诉平台上，“霸王条款”“退费难”已成为用户们对51Talk的控诉焦点。\n以黑猫投诉为例，在该平台上，有关51Talk的投诉合计高达806条，包括菲律宾外教口音重、教学体验差、虚假宣传、霸王条款、退款难等问题。\n\n而上述投诉问题，在某种程度上或将降低51Talk的转介绍率和续费率，进而影响公司营收乃至净利润。\n3、第二增长曲线在哪？\n客观来看，51Talk净利润快速下滑，意味着其当前的业务结构正失去优势。\n51Talk目前业务主要分为四块：菲教青少一对一、青少小班课、美教青少一对一、菲教成人一对一。其中，菲教青少一对一是该公司的第一支柱性业务，且对总营收的贡献比重逐季提高。\n51Talk往期财报显示，最近7个财季，菲教青少一对一业务对该公司总营收的贡献比重已由2019财年Q3的78.97%上升至2021财年Q1的91.54%。\n不难看出，51Talk业务结构单一性愈发明显。\n\n或许也是因为业务结构过于单一，51Talk虽说至今已连续六季度盈利，但华尔街投资者们似乎并不买账。\n「子弹财经」翻阅51Talk过去一年多在二级市场的表现，发现该公司最高市值仅为6.31亿美元，尚不及独角兽公司的估值（独角兽公司对估值的硬性要求是10亿美元）。\n而截至美东时间5月27日收盘，51Talk股价报收于9.73美元，跌幅5.63%，总市值仅为2.09亿美元，仅相当于0.21个独角兽。\n需要提及的是，51Talk营销投放的步伐在短期内停不下来。\n之所以这样说，是因为该公司创始人黄佳佳早在2020年第四季度财报中就曾表示，2021年将专注于用户增长和增强品牌推广，以推动市场份额的扩大。\n可问题是，若51Talk这样做，需为此付出的代价或许并不低。毕竟，在强敌环伺、教培行业监管趋严的情况下，靠“烧钱”实现获客的投产比大概率会愈来愈低。换言之，如今靠投放获得一个首单用户的成本大抵要高于之前。\n而在需要加强品牌推广的情况下，51Talk却面临现金流“吃紧”的窘境。\n根据最新季报，51Talk经营净现金流为0.39亿元，比去年同期的1.73亿元减少77.42%，较上一财季的1.89亿元下滑79.37%。\n\n因此，无论是要稳住股价，还是降低获客成本，抑或是确保现金流安全，似乎都到了51Talk需尽快为自己未来找到第二增长曲线的时刻。\n4、结语\n当在线教育行业普遍面临亏损时，51Talk靠菲教青少一对一模式及城市下沉战略，实现连续六个季度盈利，其盈利能力固然值得肯定。\n不过，51Talk能否一直盈利尚且存疑。毕竟，其所处赛道竞争愈发激烈，加之教培行业监管趋严，这些都会进一步推高企业的获客成本。\n更重要的是，51Talk的业务过于单一，意味着其天花板相对不高。而资本市场一直以来对51Talk的态度，也传递出其盈利故事已难获认可，唯有找到第二增长曲线，不断优化业务结构，方能获得资本市场的“重估”。","news_type":1,"symbols_score_info":{"COE":0.9}},"isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139207065,"gmtCreate":1621633246357,"gmtModify":1704360705125,"author":{"id":"3581757303005744","authorId":"3581757303005744","name":"PTdudu","avatar":"https://static.tigerbbs.com/9476e0bb1514fa0fd9abee038060fdb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581757303005744","idStr":"3581757303005744"},"themes":[],"htmlText":"Good news to ordinary people","listText":"Good news to ordinary people","text":"Good news to ordinary people","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/139207065","repostId":"1126737486","repostType":4,"repost":{"id":"1126737486","kind":"news","pubTimestamp":1621607915,"share":"https://ttm.financial/m/news/1126737486?lang=en_US&edition=fundamental","pubTime":"2021-05-21 22:38","market":"sh","language":"zh","title":"Mortgage interest rates are raised, real estate taxes are approaching, and the window period for buying a house is closed?","url":"https://stock-news.laohu8.com/highlight/detail?id=1126737486","media":"清友会","summary":"编者按\n最新的LPR数据出炉，房贷利率之锚的5年期以上LPR已经连续13个月没有变动了，但近期深圳、宁波、杭州接连上调加点数，房贷利率悄然上调。其实不单是这几个城市，全国房贷平均利率已经连续4个月上行","content":"<p><i><b>Editor's Note</b></i></p><p>The latest LPR data has been released. The LPR of more than 5 years, the anchor of mortgage interest rates, has not changed for 13 consecutive months. However, recently, Shenzhen, Ningbo, and Hangzhou have successively raised bonus points, and mortgage interest rates have quietly raised. In fact, not only these cities, but also the national average mortgage interest rate has been rising for four consecutive months, and the rate hike in the property market has arrived. The big credit attack is bound to increase the cost of buying houses and discourage the enthusiasm of buyers. There is also the pilot real estate tax reform on the agenda, which can indeed cool down the hot property market to a certain extent, but it will also increase the burden of buying houses, and the window period of buying houses is closing.</p><p><b>1、</b><b><b>Are mortgage interest rates going up? Differentiated \"rate hike\" in multiple cities</b></b></p><p><b>Shenzhen Construction Bank was the first to act.</b>After the mortgage interest rate is raised, the first home loan interest rate is LPR+45BP (equivalent to 5.10%), and the second home loan is LPR+95BP (equivalent to 5.60%). Compared with the previous increases of 15BP and 35BP respectively, the housing commercial housing loan interest rate is still implemented. LPR+30BP (equivalent to 4.95%), remains unchanged.</p><p>This Shenzhen \"rate hike\" has three characteristics:</p><p><b>First, the benchmark interest rate 5-year LPR remains unchanged, and the adjustment is to add points.</b>Once the number of points added is determined, the entire repayment period will remain unchanged, and the subsequent period will only float with LPR;</p><p><b>The second is differentiated \"rate hike\",</b>The number of additional points for affordable commercial housing with security attributes remains unchanged. The first set just needs to be raised by 15BP, and the second set is improved by 35BP. The interest rate adjustment of the second suite is higher than the interest rate of the first home loan, which is appropriately tilted towards security and rigid needs;</p><p><b>Third, there is no comprehensive \"rate hike\", only some banks in some regions.</b>After the \"rate hike\" of CCB, the four major banks of Industry, Agriculture, China and Communications followed closely, and other large banks are more likely to follow suit. However, under the centralized mortgage management system, if the bank's mortgage quota is not tight, it may not follow up.</p><p>In addition to Shenzhen, many banks in Ningbo and Hangzhou have also begun to raise mortgage interest rates. The four major state-owned banks in Ningbo raised their prices simultaneously. The mortgage interest rate of the first home was raised from 5.35% to 5.45%, the mortgage interest rate of the second home was raised from 5.6% to 5.7%, and the first and second homes were raised by 1 percentage point simultaneously. The four major banks in Hangzhou raised the interest rate of the first suite from 5.2% to 5.4%, and the interest rate of the second suite from 5.38% to 5.5%. The increase rate of the first suite is even higher than that of the second suite. This may be because the price of new houses in Hangzhou is strictly limited, the upside down is serious, and the new house is too fanatical.</p><p>From the trend point of view, inflation expectations are heating up, and monetary policy margins are tightening. Although the 5-year LPR will not move easily in the short term, cities with hot property market transactions and banks with tight credit lines can raise mortgage interest rates by increasing bonus points. The overall mortgage interest rates are likely to continue to increase steadily and slightly.</p><p><b>2. How big is the impact of the \"rate hike\" of mortgage interest rates? The window period for purchasing purchases gradually closes</b></p><p>We made a simple calculation. Taking Shenzhen as an example, assuming that the first home commercial loan is 3 million yuan, which will be paid off in 30 years, according to the repayment method of equal principal and interest, the monthly supply and demand will increase by 275 yuan, and the total repayment amount will increase by 99,000 yuan. It is also a big expense for just-needed, almost the salary of ordinary people for a year. If it is a second set, the repayment conditions remain unchanged, the monthly payment increases by 656 yuan, and the entire repayment cycle increases by 236,000 yuan. Although the total price is relatively high, the amount is not too much, which also increases the repayment pressure and will have a certain impact on market sentiment.</p><p><b>With the advent of the \"rate hike\" tide, the window period for purchasing houses is gradually closing.</b>A slight increase in mortgage interest rates has become a trend, and mortgage interest rates in many cities have risen. In April, the national average interest rate of first home loans was 5.31%, an increase of 4BP from the previous month; The average interest rate of second-home loans is 5.59%, up 2BP from the previous month, and the mortgage interest rate has risen for three consecutive months. Among the 60 key cities, the first-home loan interest rate in 18 cities rose, the second-home loan interest rate in 14 cities rose, and no city lowered it.</p><p><b>Not only is the cost of mortgage loans rising, but the difficulty of loans is also increasing.</b>After the centralized management of mortgage loans, many banks' mortgage quotas have tightened, the audit has become stricter, and there are strict requirements for down payment fund certificates and social security certificates. Moreover, the lending cycle has become longer, and the average lending time in hot cities has been extended from 1-2 months to 3-6 months. Overall, the first home loan is still faster than the second-hand home loan. Loans are expensive and difficult, which is bound to dampen the enthusiasm for buying houses, and the window period for buying houses will gradually close.</p><p><b>3. Is the real estate tax really coming? The pilot reform is gradually approaching</b></p><p>The mortgage interest rate has increased, and the cost of buying a house has increased. People who plan to buy a house are a little panicked. When the real estate tax is levied, the holding cost rises, and people with houses in their names can't sit still, especially those with multiple suites. Therefore, recently, the Ministry of Finance and other four departments held a symposium on the pilot work of real estate tax reform, which attracted much attention.</p><p>The symposium mentioned the \"reform pilot\" for the first time, which indicates that the real estate tax will finally rise from legislation to the implementation stage. The real estate tax pilot will be carried out before legislation. There is a high probability that it will be piloted in Shenzhen and Hainan, and it may be implemented soon. Before the implementation of legislation, it is also a common operation in past reforms to accumulate experience through reform pilots.</p><p>Regarding the legislative process of real estate tax, it has been mentioned in every two sessions in recent years. 2018 is \"safe\"-2019 is \"steady\"-2020 is \"safe\"-2021 is \"active and safe\". The latest statement adds the word \"positive\", indicating that the real estate tax legislation, which was once slowed down due to the epidemic, is back on track. The real estate tax will come. Since the real estate tax covers a wide range of areas, the collection object, tax calculation basis, tax rate structure, exemption quota, etc. are all very sensitive and complicated. There is no clear timetable for legislation, and it is not expected to come soon. From the legislative process point of view, it will take at least two to three years for full implementation, and it will most likely be implemented during the 14th Five-Year Plan period.</p><p><b>Everyone is very concerned about the impact of real estate tax on housing prices. There will be a certain emotional impact in the short term, but the long-term suppression effect is not significant. Fundamentals are the most important.</b>Real estate tax can affect the real estate market by increasing the cost of retention, curbing investment demand, and it will have a certain impact in the short term, but it is more emotional. The long-term suppression effect on housing prices is not significant. The key is to look at the fundamentals. If the fundamentals There is no problem, if there is a property tax, it will still rise. If the fundamentals are unattractive, it will still fall without a property tax. From the international experience, countries with real estate bubbles, such as the United States and Japan, all have real estate taxes, and the collection of real estate taxes has failed to effectively curb the rise of house prices. From domestic experience, since Shanghai and Chongqing promoted the pilot project of property tax in 2011, house prices have risen instead of falling, and the effect of real estate tax on regulating house prices is not obvious.</p><p><b>Therefore, the real estate tax has little impact on just-needed self-occupation, and has an obvious inhibitory effect on real estate speculators.</b>According to the principle of \"legislation first, full authorization and step-by-step advancement\", for ordinary rigid needs, the real estate tax will be moderately reduced by setting preferential tax mechanisms such as exemption area and exemption quota, and the impact will not be too great, so you have to buy it. However, for owners of multiple properties, due to the high probability of adopting excess progressive tax rates, even if the first set is exempted and levied from the second set, the tax rate for the part exceeding the exempted area will increase in turn, and the pressure on collection will be relatively large, increasing the holding cost, which is also in line with the main tone of housing for living and not speculation.</p>","source":"lsy1615432093283","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>Mortgage interest rates are raised, real estate taxes are approaching, and the window period for buying a house is closed?</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\">\nMortgage interest rates are raised, real estate taxes are approaching, and the window period for buying a house is closed?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">清友会</strong><span class=\"h-time small\">2021-05-21 22:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p><i><b>Editor's Note</b></i></p><p>The latest LPR data has been released. The LPR of more than 5 years, the anchor of mortgage interest rates, has not changed for 13 consecutive months. However, recently, Shenzhen, Ningbo, and Hangzhou have successively raised bonus points, and mortgage interest rates have quietly raised. In fact, not only these cities, but also the national average mortgage interest rate has been rising for four consecutive months, and the rate hike in the property market has arrived. The big credit attack is bound to increase the cost of buying houses and discourage the enthusiasm of buyers. There is also the pilot real estate tax reform on the agenda, which can indeed cool down the hot property market to a certain extent, but it will also increase the burden of buying houses, and the window period of buying houses is closing.</p><p><b>1、</b><b><b>Are mortgage interest rates going up? Differentiated \"rate hike\" in multiple cities</b></b></p><p><b>Shenzhen Construction Bank was the first to act.</b>After the mortgage interest rate is raised, the first home loan interest rate is LPR+45BP (equivalent to 5.10%), and the second home loan is LPR+95BP (equivalent to 5.60%). Compared with the previous increases of 15BP and 35BP respectively, the housing commercial housing loan interest rate is still implemented. LPR+30BP (equivalent to 4.95%), remains unchanged.</p><p>This Shenzhen \"rate hike\" has three characteristics:</p><p><b>First, the benchmark interest rate 5-year LPR remains unchanged, and the adjustment is to add points.</b>Once the number of points added is determined, the entire repayment period will remain unchanged, and the subsequent period will only float with LPR;</p><p><b>The second is differentiated \"rate hike\",</b>The number of additional points for affordable commercial housing with security attributes remains unchanged. The first set just needs to be raised by 15BP, and the second set is improved by 35BP. The interest rate adjustment of the second suite is higher than the interest rate of the first home loan, which is appropriately tilted towards security and rigid needs;</p><p><b>Third, there is no comprehensive \"rate hike\", only some banks in some regions.</b>After the \"rate hike\" of CCB, the four major banks of Industry, Agriculture, China and Communications followed closely, and other large banks are more likely to follow suit. However, under the centralized mortgage management system, if the bank's mortgage quota is not tight, it may not follow up.</p><p>In addition to Shenzhen, many banks in Ningbo and Hangzhou have also begun to raise mortgage interest rates. The four major state-owned banks in Ningbo raised their prices simultaneously. The mortgage interest rate of the first home was raised from 5.35% to 5.45%, the mortgage interest rate of the second home was raised from 5.6% to 5.7%, and the first and second homes were raised by 1 percentage point simultaneously. The four major banks in Hangzhou raised the interest rate of the first suite from 5.2% to 5.4%, and the interest rate of the second suite from 5.38% to 5.5%. The increase rate of the first suite is even higher than that of the second suite. This may be because the price of new houses in Hangzhou is strictly limited, the upside down is serious, and the new house is too fanatical.</p><p>From the trend point of view, inflation expectations are heating up, and monetary policy margins are tightening. Although the 5-year LPR will not move easily in the short term, cities with hot property market transactions and banks with tight credit lines can raise mortgage interest rates by increasing bonus points. The overall mortgage interest rates are likely to continue to increase steadily and slightly.</p><p><b>2. How big is the impact of the \"rate hike\" of mortgage interest rates? The window period for purchasing purchases gradually closes</b></p><p>We made a simple calculation. Taking Shenzhen as an example, assuming that the first home commercial loan is 3 million yuan, which will be paid off in 30 years, according to the repayment method of equal principal and interest, the monthly supply and demand will increase by 275 yuan, and the total repayment amount will increase by 99,000 yuan. It is also a big expense for just-needed, almost the salary of ordinary people for a year. If it is a second set, the repayment conditions remain unchanged, the monthly payment increases by 656 yuan, and the entire repayment cycle increases by 236,000 yuan. Although the total price is relatively high, the amount is not too much, which also increases the repayment pressure and will have a certain impact on market sentiment.</p><p><b>With the advent of the \"rate hike\" tide, the window period for purchasing houses is gradually closing.</b>A slight increase in mortgage interest rates has become a trend, and mortgage interest rates in many cities have risen. In April, the national average interest rate of first home loans was 5.31%, an increase of 4BP from the previous month; The average interest rate of second-home loans is 5.59%, up 2BP from the previous month, and the mortgage interest rate has risen for three consecutive months. Among the 60 key cities, the first-home loan interest rate in 18 cities rose, the second-home loan interest rate in 14 cities rose, and no city lowered it.</p><p><b>Not only is the cost of mortgage loans rising, but the difficulty of loans is also increasing.</b>After the centralized management of mortgage loans, many banks' mortgage quotas have tightened, the audit has become stricter, and there are strict requirements for down payment fund certificates and social security certificates. Moreover, the lending cycle has become longer, and the average lending time in hot cities has been extended from 1-2 months to 3-6 months. Overall, the first home loan is still faster than the second-hand home loan. Loans are expensive and difficult, which is bound to dampen the enthusiasm for buying houses, and the window period for buying houses will gradually close.</p><p><b>3. Is the real estate tax really coming? The pilot reform is gradually approaching</b></p><p>The mortgage interest rate has increased, and the cost of buying a house has increased. People who plan to buy a house are a little panicked. When the real estate tax is levied, the holding cost rises, and people with houses in their names can't sit still, especially those with multiple suites. Therefore, recently, the Ministry of Finance and other four departments held a symposium on the pilot work of real estate tax reform, which attracted much attention.</p><p>The symposium mentioned the \"reform pilot\" for the first time, which indicates that the real estate tax will finally rise from legislation to the implementation stage. The real estate tax pilot will be carried out before legislation. There is a high probability that it will be piloted in Shenzhen and Hainan, and it may be implemented soon. Before the implementation of legislation, it is also a common operation in past reforms to accumulate experience through reform pilots.</p><p>Regarding the legislative process of real estate tax, it has been mentioned in every two sessions in recent years. 2018 is \"safe\"-2019 is \"steady\"-2020 is \"safe\"-2021 is \"active and safe\". The latest statement adds the word \"positive\", indicating that the real estate tax legislation, which was once slowed down due to the epidemic, is back on track. The real estate tax will come. Since the real estate tax covers a wide range of areas, the collection object, tax calculation basis, tax rate structure, exemption quota, etc. are all very sensitive and complicated. There is no clear timetable for legislation, and it is not expected to come soon. From the legislative process point of view, it will take at least two to three years for full implementation, and it will most likely be implemented during the 14th Five-Year Plan period.</p><p><b>Everyone is very concerned about the impact of real estate tax on housing prices. There will be a certain emotional impact in the short term, but the long-term suppression effect is not significant. Fundamentals are the most important.</b>Real estate tax can affect the real estate market by increasing the cost of retention, curbing investment demand, and it will have a certain impact in the short term, but it is more emotional. The long-term suppression effect on housing prices is not significant. The key is to look at the fundamentals. If the fundamentals There is no problem, if there is a property tax, it will still rise. If the fundamentals are unattractive, it will still fall without a property tax. From the international experience, countries with real estate bubbles, such as the United States and Japan, all have real estate taxes, and the collection of real estate taxes has failed to effectively curb the rise of house prices. From domestic experience, since Shanghai and Chongqing promoted the pilot project of property tax in 2011, house prices have risen instead of falling, and the effect of real estate tax on regulating house prices is not obvious.</p><p><b>Therefore, the real estate tax has little impact on just-needed self-occupation, and has an obvious inhibitory effect on real estate speculators.</b>According to the principle of \"legislation first, full authorization and step-by-step advancement\", for ordinary rigid needs, the real estate tax will be moderately reduced by setting preferential tax mechanisms such as exemption area and exemption quota, and the impact will not be too great, so you have to buy it. However, for owners of multiple properties, due to the high probability of adopting excess progressive tax rates, even if the first set is exempted and levied from the second set, the tax rate for the part exceeding the exempted area will increase in turn, and the pressure on collection will be relatively large, increasing the holding cost, which is also in line with the main tone of housing for living and not speculation.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/h91Kms-XxN6PCnn2WSaJ6A\">清友会</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/01d25093422dacef8950fd95a9b5e14d","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/h91Kms-XxN6PCnn2WSaJ6A","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126737486","content_text":"编者按\n最新的LPR数据出炉，房贷利率之锚的5年期以上LPR已经连续13个月没有变动了，但近期深圳、宁波、杭州接连上调加点数，房贷利率悄然上调。其实不单是这几个城市，全国房贷平均利率已经连续4个月上行了，楼市加息潮已至。信贷大招来袭，势必会增加购房成本，打击购房者积极性，还有提上议程的房地产税改革试点，确实能在一定的程度上为火爆的楼市降降温，但也会加重购房负担，购房窗口期正在关闭。\n1、房贷利率要上涨了？多个城市差异化“加息”\n最先行动的是深圳建行。上调房贷利率后，首套房贷款利率执行LPR+45BP（相当于5.10%），二套房贷执行LPR+95BP（相当于5.60%），相比之前分别上调15BP和35BP，安居型商品房贷款利率还是执行LPR+30BP（相当于4.95%），维持不变。\n这次深圳“加息”有三个特点：\n一是基准利率5年期LPR不变，调整的是加点数。一旦加点数确定后，整个还款周期都保持不变，后续仅随着LPR浮动；\n二是差异化“加息”，具有保障属性的安居型商品房加点数不变，首套刚需上调15BP，二套改善上调35BP，二套房利率调整幅度高于首套房贷利率，适当向保障和刚需倾斜；\n三是并未全面“加息”，只是部分区域部分银行，建行“加息”后，工、农、中、交四大行紧随其后，其他大型银行跟进的可能性较大。但在房贷集中管理制度之下，如果银行房贷额度不紧张，也有可能不跟进。\n除深圳外，宁波和杭州地区的多家银行也开始上调房贷利率。宁波四大国有银行同步上调，首套房按揭利率从5.35%上调至5.45%，二套房按揭利率从5.6%上调至5.7%，首套和二套同步上调了1个百分点。杭州四大行将首套房利率从5.2%上调至5.4%，二套房从5.38%上调至5.5%，首套房上调的幅度比二套房还要高，可能是因为杭州新房严格限价，倒挂严重，打新过于狂热。\n从趋势上看，通胀预期升温，货币政策边际收紧，虽然5年期LPR短期不会轻易动，但楼市成交火爆的城市、信贷额度紧张的银行可通过增加加点数上调房贷利率，后续整体房贷利率大概率延续稳中微增的态势。\n2、房贷利率“加息”影响有多大？购房窗口期逐渐关闭\n我们简单测算了一下，以深圳为例，假定首套房商业贷款300万，30年还清，按照等额本息的还款方式，每月月供需增加275元，总还款额增加了9.9万，对于刚需也是一笔不小的开支，差不多是普通人一年的工资。如果是二套的话，还款条件不变，月供增加了656元，整个还款周期多了23.6万。虽然相对高额的总价，金额不算太多，也是增加了还款压力，会对市场情绪有一定的冲击。\n“加息”潮来临，购房窗口期逐渐关闭。房贷利率小幅上涨已成为趋势，很多城市房贷利率都出现了上行的情况。4月全国首套房贷款平均利率为5.31%，环比上涨4BP；二套房贷款平均利率为5.59%，环比上涨2BP，房贷利率已经连续三个月上涨了。60个重点城市中，18个城市首套房贷利率上浮，14个城市二套房贷利率上升，没有城市下调。\n不仅房贷成本上行，贷款难度也在加大。对房贷进行集中管理后，不少银行房贷额度趋紧，审核更为严格，首付资金证明、社保证明等都有严格的要求。而且放款周期变长，热点城市平均放款时间从1-2个月延长至3-6个月，整体上首套房贷仍快于二手房贷。贷款贵，难度大，势必会打击购房积极性，购房窗口期逐渐关闭。\n3、房地产税真的要来了？改革试点渐行渐近\n房贷利率上调，购房成本增加，计划买房的人有点慌了。房地产税开征，持有成本上升，名下有房的人坐不住了，特别是有多套房的，所以最近财政部等4部门召开房地产税改革试点工作座谈会，备受关注。\n座谈会首次提到“改革试点”，标志着房地产税终于要从立法上升到实施阶段了，会先于立法开展房地产税试点，大概率在深圳、海南试点，可能很快就会开始实施。在立法落地实施之前，通过改革试点积累经验，这也是过去改革中常见的操作。\n关于房地产税立法进程，这几年每次两会都会被提及，2018“稳妥”-- 2019“稳步”-- 2020“稳妥”--2021“积极稳妥”，最新表态增加“积极”二字，表明由于疫情一度放缓的房地产税立法重回正轨。房地产税会来，由于房地产税涉及面广，征收对象、计税依据、税率结构、免征额度等都非常敏感复杂，立法并没有明确的时间表，预计也不会很快就来，从立法进程上来看，全面落地至少还需要两到三年的时间，大概率会在十四五期间实施。\n大家都很关心房地产税对房价的影响，短期会有一定的情绪冲击，但长期抑制效果并不显著，基本面最重要。房地产税可通过增加保有成本，抑制投资性需求，影响房地产市场，短期会有一定冲击，但更多是情绪上的，长期对房价的抑制效果并不显著，关键还是看基本面，如果基本面没问题，有房产税照样涨，如果基本面没吸引力，没有房产税也照样跌。从国际经验看，美国、日本这些出现房地产泡沫的国家都有房地产税，房地产税的征收未能有效抑制房价上涨。从国内经验看，上海和重庆自2011年推进房产税试点以来，房价不跌反涨，房地产税对房价的调控作用效果并不明显。\n所以房地产税对刚需自住影响不大，对炒房者抑制效果较为明显。按照“立法先行、充分授权、分步推进”的原则，对于普通刚需，房地产税会通过设定免征面积、免征额度等税收优惠机制适度减负，影响不会太大，该买还得买。但对于多套房产拥有者，由于大概率采用超额累进税率，即便第一套免征、从第二套开始征收，超出免征面积的部分税率依次提高，征缴压力会比较大，增加持有成本，这也符合房住不炒的主基调。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}