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chew75
2021-08-18
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Risk Avoidance! Wall Street's uneasiness is undergoing, or defensive ETFs are more fragrant
chew75
2021-08-11
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EV Maker AIWAYS, Studying U.S. Listing in 2021
chew75
2021-07-27
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chew75
2021-07-16
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chew75
2021-07-14
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The first-hand winning rate of Yimaitong is 5%, and the subscription of 90 lots is stable
chew75
2021-07-13
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chew75
2021-07-09
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Netflix Q2 earnings preview: Will the "horror" scene be staged again?
chew75
2021-07-08
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chew75
2021-07-07
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chew75
2021-07-06
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chew75
2021-06-26
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"Fresh First Stock" Daily Excellent Fresh Break Opening, falling over 18% at the beginning of the session
chew75
2021-06-24
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Some Chinese conceptual stocks continued to rise, and Best Group rose 18% in intraday session
chew75
2021-06-24
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iPhone 13 uses fingerprint recognition, can really kill bangs!?
chew75
2021-06-19
Good
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Wall Street's uneasiness is undergoing, or defensive ETFs are more fragrant","url":"https://stock-news.laohu8.com/highlight/detail?id=2160787584","media":"金融界网站 ","summary":"近几周,数十亿美元资金流入“防御型”交易所交易基金,突显出在美国股市创下一系列创纪录高点后,华尔街出现了一些不安情绪。 美国一些州的确诊病例的增加、通胀压力不断上升的迹象,以及对美联储将很快开始缩减其庞大资产购买计划的担忧,均已促使一些投资者采取更谨慎的立场。 周二,美国股市面临抛售压力,标普500指数在盘后交易中下跌约1%。此前,美国公布了一轮不及预期的7月份零售数据。","content":"<p>Billions of dollars have flowed into \"defensive\" exchange-traded funds (ETFs) in recent weeks, highlighting some unease on Wall Street following a series of record highs in US stocks.</p><p>A rise in confirmed cases in some US states, signs of rising inflationary pressures, and concerns that the Federal Reserve will soon start scaling back its massive asset-buying program have all prompted some investors to take a more cautious stance.</p><p>U.S. stocks came under selling pressure on Tuesday, with the S&P 500 down about 1% in after-hours trading. It comes after the U.S. reported a round of retail sales data for July that fell short of expectations. Investors have been weighing whether the rapid spread of the coronavirus and lower levels of government stimulus spending will start to affect consumption; And consumption accounts for about 70% of the output of the U.S. economy.</p><p>The S&P 500 is still up about 20% year-to-date, doubling the lows it hit during the market turmoil in March 2020. In the meantime,<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>According to the data, the index has not seen a 5% correction for nearly 200 consecutive trading days, which is the longest in the past half century; And this calm slight move higher provides momentum for volatility beneath the market surface.</p><p>State Street<a href=\"https://laohu8.com/S/B73.SI\">Global Investments</a>ETFs linked to U.S. defensive sectors (healthcare, consumer staples and utilities) attracted a combined net inflow of nearly $5 billion in July after a combined outflow of $3.6 billion in the first half of 2021, according to managed data.<a href=\"https://laohu8.com/S/STT\">State Street Corp</a>Matthew Bartolini, head of research for the Americas at SPDR, said: \"Inflows in July were mainly defensive sectors. This continued until August, with $1 billion each in inflows to medical and utility ETFs so far this month.\"</p><p>By contrast, ETFs linked to the more economically sensitive US sectors (financials, materials, industrials, consumer discretionary, energy and real estate) all saw outflows in July totaling $7.2 billion. In the first half of the year, these six cyclical industries raised a combined $57 billion.</p><p>Evidence of \"bullish but worried\" sentiment among investors is also evident in money flows in smart beta ETFs, which aim to capitalize on long-term mispricing, Bartolini said. ETFs focused on reliably profitable quality stocks attracted $21 billion in inflows in July, after outflows of $3.8 billion in the first half of 2021.</p><p>Momentum ETFs, which buy stocks with positive recent price action, recorded $856 million in outflows in July, nearly erasing $1.1 billion in inflows in the first half of the year. While value ETFs buy undervalued stocks that tend to do well during periods of strong economic growth; The fund outflowed $1.4 billion last month after inflows of $12.8 billion in the first half of the year.</p><p><img src=\"https://static.tigerbbs.com/8cae83d10a4af1fc483e098010a3ad89\" tg-width=\"688\" tg-height=\"376\" referrerpolicy=\"no-referrer\"></p><p>Flows of ETFs by Sector in the First Half and July</p><p>Citigroup analyst Scott Chronert in New York said economic recovery deals favored by ETF investors in the first half of the year \"appear to have tarnished their luster\", with a \"more risk-averse lean\" in ETF flows in July.</p><p>U.S. equity ETFs have recorded about $250 billion in inflows so far this year, fueling the S&P 500's record gains. With major U.S. stock market benchmark indexes hitting record highs this month, a growing number of investors are starting to wonder how far this rally can go.</p><p>David Jones, strategist at Bank of America in New York, said: \"Clients believe they have no choice but to invest in stocks because bond yields are so low. But we recommend that clients take more defensive positions because the stock market is likely to have lower returns and more volatility in the second half of the year.\"</p><p>Expectations that the world economy will continue to improve plummeted in August to the lowest level since April 2020, according to a Bank of America survey of investors with $702 billion in assets under management.</p><p>As of Aug. 11, 391 constituent companies in the S&P 500 reported second-quarter earnings that beat analysts' expectations, according to Citigroup. So far, only 55 of the S&P 500 companies have reported second-quarter results that fell short of expectations.</p><p>Tobias Levkovich, chief U.S. equity strategist at Citigroup, said the results of U.S. businesses were \"surprisingly good.\" However, investors are increasingly concerned about whether U.S. businesses can meet the high threshold set in the second quarter. Bank of America's survey of fund managers shows that optimism about corporate earnings has waned, while investors now expect margins to decline; That's a scenario analysts haven't predicted since last summer.</p><p>Levkovich said: \"At this juncture, few investors think that new money has another place to go besides the stock market. (But) we suspect that the combination of tax increases in the United States, possible persistence of inflation, the Federal Reserve's rhetoric of tapering its quantitative easing and possible profit shrinkage all support the possibility of a correction.\"</p>","source":"jinrongjie_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>Risk Avoidance! Wall Street's uneasiness is undergoing, or defensive ETFs are more fragrant</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\">\nRisk Avoidance! Wall Street's uneasiness is undergoing, or defensive ETFs are more fragrant\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金融界网站 </strong><span class=\"h-time small\">2021-08-18 14:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Billions of dollars have flowed into \"defensive\" exchange-traded funds (ETFs) in recent weeks, highlighting some unease on Wall Street following a series of record highs in US stocks.</p><p>A rise in confirmed cases in some US states, signs of rising inflationary pressures, and concerns that the Federal Reserve will soon start scaling back its massive asset-buying program have all prompted some investors to take a more cautious stance.</p><p>U.S. stocks came under selling pressure on Tuesday, with the S&P 500 down about 1% in after-hours trading. It comes after the U.S. reported a round of retail sales data for July that fell short of expectations. Investors have been weighing whether the rapid spread of the coronavirus and lower levels of government stimulus spending will start to affect consumption; And consumption accounts for about 70% of the output of the U.S. economy.</p><p>The S&P 500 is still up about 20% year-to-date, doubling the lows it hit during the market turmoil in March 2020. In the meantime,<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>According to the data, the index has not seen a 5% correction for nearly 200 consecutive trading days, which is the longest in the past half century; And this calm slight move higher provides momentum for volatility beneath the market surface.</p><p>State Street<a href=\"https://laohu8.com/S/B73.SI\">Global Investments</a>ETFs linked to U.S. defensive sectors (healthcare, consumer staples and utilities) attracted a combined net inflow of nearly $5 billion in July after a combined outflow of $3.6 billion in the first half of 2021, according to managed data.<a href=\"https://laohu8.com/S/STT\">State Street Corp</a>Matthew Bartolini, head of research for the Americas at SPDR, said: \"Inflows in July were mainly defensive sectors. This continued until August, with $1 billion each in inflows to medical and utility ETFs so far this month.\"</p><p>By contrast, ETFs linked to the more economically sensitive US sectors (financials, materials, industrials, consumer discretionary, energy and real estate) all saw outflows in July totaling $7.2 billion. In the first half of the year, these six cyclical industries raised a combined $57 billion.</p><p>Evidence of \"bullish but worried\" sentiment among investors is also evident in money flows in smart beta ETFs, which aim to capitalize on long-term mispricing, Bartolini said. ETFs focused on reliably profitable quality stocks attracted $21 billion in inflows in July, after outflows of $3.8 billion in the first half of 2021.</p><p>Momentum ETFs, which buy stocks with positive recent price action, recorded $856 million in outflows in July, nearly erasing $1.1 billion in inflows in the first half of the year. While value ETFs buy undervalued stocks that tend to do well during periods of strong economic growth; The fund outflowed $1.4 billion last month after inflows of $12.8 billion in the first half of the year.</p><p><img src=\"https://static.tigerbbs.com/8cae83d10a4af1fc483e098010a3ad89\" tg-width=\"688\" tg-height=\"376\" referrerpolicy=\"no-referrer\"></p><p>Flows of ETFs by Sector in the First Half and July</p><p>Citigroup analyst Scott Chronert in New York said economic recovery deals favored by ETF investors in the first half of the year \"appear to have tarnished their luster\", with a \"more risk-averse lean\" in ETF flows in July.</p><p>U.S. equity ETFs have recorded about $250 billion in inflows so far this year, fueling the S&P 500's record gains. With major U.S. stock market benchmark indexes hitting record highs this month, a growing number of investors are starting to wonder how far this rally can go.</p><p>David Jones, strategist at Bank of America in New York, said: \"Clients believe they have no choice but to invest in stocks because bond yields are so low. But we recommend that clients take more defensive positions because the stock market is likely to have lower returns and more volatility in the second half of the year.\"</p><p>Expectations that the world economy will continue to improve plummeted in August to the lowest level since April 2020, according to a Bank of America survey of investors with $702 billion in assets under management.</p><p>As of Aug. 11, 391 constituent companies in the S&P 500 reported second-quarter earnings that beat analysts' expectations, according to Citigroup. So far, only 55 of the S&P 500 companies have reported second-quarter results that fell short of expectations.</p><p>Tobias Levkovich, chief U.S. equity strategist at Citigroup, said the results of U.S. businesses were \"surprisingly good.\" However, investors are increasingly concerned about whether U.S. businesses can meet the high threshold set in the second quarter. Bank of America's survey of fund managers shows that optimism about corporate earnings has waned, while investors now expect margins to decline; That's a scenario analysts haven't predicted since last summer.</p><p>Levkovich said: \"At this juncture, few investors think that new money has another place to go besides the stock market. (But) we suspect that the combination of tax increases in the United States, possible persistence of inflation, the Federal Reserve's rhetoric of tapering its quantitative easing and possible profit shrinkage all support the possibility of a correction.\"</p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"http://usstock.jrj.com.cn/2021/08/18142433273246.shtml\">金融界网站 </a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a7ed81b1e72df2f2f0f21497fe08eaed","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","BAC":"美国银行","SSO":"2倍做多标普500ETF-ProShares","SH":"做空标普500-Proshares",".SPX":"S&P 500 Index","OEX":"标普100","UPRO":"三倍做多标普500ETF-ProShares","IVV":"标普500ETF-iShares","SPXU":"三倍做空标普500ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares"},"source_url":"http://usstock.jrj.com.cn/2021/08/18142433273246.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160787584","content_text":"近几周,数十亿美元资金流入“防御型”交易所交易基金(ETF),突显出在美国股市创下一系列创纪录高点后,华尔街出现了一些不安情绪。\n美国一些州的确诊病例的增加、通胀压力不断上升的迹象,以及对美联储将很快开始缩减其庞大资产购买计划的担忧,均已促使一些投资者采取更谨慎的立场。\n周二,美国股市面临抛售压力,标普500指数在盘后交易中下跌约1%。 此前,美国公布了一轮不及预期的7月份零售数据。 投资者一直在权衡,新冠病毒的迅速传播和政府刺激支出水平的降低,是否会开始影响消费;而消费占美国经济产出的约70%。\n标普500指数今年迄今仍上涨约20%,较2020年3月市场动荡期间触及的低点上涨了一倍。与此同时,美国银行的数据显示,该指数已连续近200个交易日没有出现5%的回调,是过去半个世纪以来持续时间最长的一次;而这种平静的小幅走高,为市场表面下的波动提供了动力。\n道富环球投资管理的数据显示,与美国防御性行业(医疗保健、必需消费品和公用事业)相关的ETF在2021年上半年共流出36亿美元之后,7月份共吸引了近50亿美元的净流入。道富银行SPDR美洲研究部负责人Matthew Bartolini表示:“7月份资金流入主要是防御性行业。 这种情况一直持续到8月份,本月迄今为止,医疗和公用事业类ETF各有10亿美元的资金流入。”\n相比之下,对经济更为敏感的美国板块(金融、材料、工业、非必需消费品、能源和房地产)相关的ETF在7月份全部出现资金外流,总额达72亿美元。 今年上半年,这6个周期性行业总计筹集了570亿美元。\nBartolini表示,投资者“看涨但担忧”情绪的证据,于旨在利用长期错误定价的聪明贝塔ETF(smart beta ETFs)的资金流动中也很明显。 专注于可靠盈利的优质股票的ETF在7月份吸引了210亿美元的资金流入,此前在2021年上半年流出了38亿美元。\n7月份,买入近期价格走势积极股票的动量ETF(Momentum ETFs)录得8.56亿美元的资金流出,几乎抹去了今年上半年11亿美元的资金流入。而价值型ETF购买价格被低估的股票,这些股票往往在经济增长强劲时期表现良好;该基金在今年上半年流入128亿美元后,上月流出14亿美元。\n\n各部门ETF上半年与7月资金流向\n花旗集团驻纽约分析师Scott Chronert表示,今年上半年ETF投资者青睐的经济复苏交易“似乎已失去光泽”,7月份ETF流动中“更倾向于规避风险”。\n今年迄今,美国股票型ETF已录得约2500亿美元资金流入,为标普500指数的创纪录上涨提供了动力。 随着美国主要股市基准股指本月创下历史新高,越来越多的投资者开始怀疑本轮反弹还能走多远。\n美国银行驻纽约策略师David Jones表示:“客户认为,由于债券收益率如此之低,他们除了投资股票之外别无选择。 但我们建议客户采取更加防御性的头寸,因为下半年股市的回报可能会更低,波动性更大。”\n美国银行对管理着7020亿美元资产的投资者们进行的一项调查显示出,投资者对世界经济将继续好转的预期在8月份大幅下滑至2020年4月以来的最低水平。\n据花旗集团称,截至8月11日,标普500指数中有391家成分股公司公布了第二季度收益超出了分析师的预期。 截至目前,标普500指数成分股公司中只有55家公布了不及预期的第二季度业绩。\n花旗集团首席美国股票策略师Tobias Levkovich表示,美国企业的业绩“好得惊人”。 然而,投资者越来越担心,美国企业能否达到第二季度设定的高门槛。 美国银行对基金经理的调查显示,对企业盈利的乐观情绪有所减弱,而投资者目前预计利润率将下降;这是自去年夏天以来分析师从未预测过的情况。\nLevkovich称:“在这个节骨眼上,很少投资者认为新资金除了投向股市以外,还有其他去处。 (但)我们怀疑,美国增税、可能持续的通胀、美联储缩减量化宽松的言论以及可能的利润缩水,这些因素加在一起,都支持出现回调的可能性。”","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"SPY":0.9,"SH":0.9,"SDS":0.9,"SPXU":0.9,".SPX":0.9,"SSO":0.9,"UPRO":0.9,"BAC":0.9,"OEF":0.9,"OEX":0.9,"ESmain":0.9,"IVV":0.9}},"isVote":1,"tweetType":1,"viewCount":3254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895027401,"gmtCreate":1628696040603,"gmtModify":1676529825586,"author":{"id":"3586456304522184","authorId":"3586456304522184","name":"chew75","avatar":"https://static.tigerbbs.com/0b65a94b37740a49515943474017c19c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586456304522184","authorIdStr":"3586456304522184"},"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/895027401","repostId":"2158280153","repostType":4,"repost":{"id":"2158280153","kind":"news","pubTimestamp":1628694962,"share":"https://ttm.financial/m/news/2158280153?lang=en_US&edition=fundamental","pubTime":"2021-08-11 23:16","market":"us","language":"zh","title":"EV Maker AIWAYS, Studying U.S. Listing in 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2158280153","media":"新浪财经","summary":"据知情人士透露,电动汽车初创企业爱驰汽车正在研究最早可能今年赴美国首次公开募股(IPO)。\n知情人士称,这家总部位于上海的公司正与承销商研究此事,筹资规模可能约为3亿美元。\n爱驰汽车代表不予置评。\n这","content":"<p>Electric vehicle start-up AIWAYS is looking into a possible U.S. initial public offering (IPO) as early as this year, according to people familiar with the matter.</p><p>The Shanghai-based company is studying the matter with underwriters and could raise about $300 million, people familiar with the matter said.</p><p>AIWAYS representatives declined to comment.</p><p>The start-up, founded in 2017, has a production base in Shangrao, China, with an initial annual production capacity of 150,000 vehicles. The company's website shows that the AIWAYS U5, currently only available in Germany, takes 35 minutes to charge from 20% to 80% and can travel more than 400km on a full charge.</p><p>AIWAYS said this week it would provide at least 500 vehicles to rental car company Finn.auto. The company said the AIWAYS U6 will be available in the European market in 2022, with pre-orders already open in Germany, the Netherlands, Belgium, Denmark, France and Israel.</p>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Maker AIWAYS, Studying U.S. Listing in 2021</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\">\nEV Maker AIWAYS, Studying U.S. Listing in 2021\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\">2021-08-11 23:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Electric vehicle start-up AIWAYS is looking into a possible U.S. initial public offering (IPO) as early as this year, according to people familiar with the matter.</p><p>The Shanghai-based company is studying the matter with underwriters and could raise about $300 million, people familiar with the matter said.</p><p>AIWAYS representatives declined to comment.</p><p>The start-up, founded in 2017, has a production base in Shangrao, China, with an initial annual production capacity of 150,000 vehicles. The company's website shows that the AIWAYS U5, currently only available in Germany, takes 35 minutes to charge from 20% to 80% and can travel more than 400km on a full charge.</p><p>AIWAYS said this week it would provide at least 500 vehicles to rental car company Finn.auto. The company said the AIWAYS U6 will be available in the European market in 2022, with pre-orders already open in Germany, the Netherlands, Belgium, Denmark, France and Israel.</p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-08-11/doc-ikqcfncc2309000.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/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-08-11/doc-ikqcfncc2309000.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158280153","content_text":"据知情人士透露,电动汽车初创企业爱驰汽车正在研究最早可能今年赴美国首次公开募股(IPO)。\n知情人士称,这家总部位于上海的公司正与承销商研究此事,筹资规模可能约为3亿美元。\n爱驰汽车代表不予置评。\n这家成立于2017年的初创企业在中国上饶拥有生产基地,初步年产能为15万辆。该公司网站显示,目前仅在德国有售的爱驰U5从20%充电到80%需要35分钟,充满一次可行驶400公里以上。\n爱驰汽车本周表示将向租车公司Finn.auto提供至少500辆车。该公司表示,爱驰U6将于2022年在欧洲市场上市,德国、荷兰、比利时、丹麦、法国和以色列的预订已经开放。","news_type":1,"symbols_score_info":{".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809804360,"gmtCreate":1627355824750,"gmtModify":1703488267823,"author":{"id":"3586456304522184","authorId":"3586456304522184","name":"chew75","avatar":"https://static.tigerbbs.com/0b65a94b37740a49515943474017c19c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586456304522184","authorIdStr":"3586456304522184"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809804360","repostId":"1101779288","repostType":4,"isVote":1,"tweetType":1,"viewCount":4574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147414195,"gmtCreate":1626383110317,"gmtModify":1703758950951,"author":{"id":"3586456304522184","authorId":"3586456304522184","name":"chew75","avatar":"https://static.tigerbbs.com/0b65a94b37740a49515943474017c19c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586456304522184","authorIdStr":"3586456304522184"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147414195","repostId":"1182732821","repostType":4,"isVote":1,"tweetType":1,"viewCount":3110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145445796,"gmtCreate":1626241425115,"gmtModify":1703756177169,"author":{"id":"3586456304522184","authorId":"3586456304522184","name":"chew75","avatar":"https://static.tigerbbs.com/0b65a94b37740a49515943474017c19c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586456304522184","authorIdStr":"3586456304522184"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/145445796","repostId":"1126251044","repostType":4,"repost":{"id":"1126251044","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":1626218657,"share":"https://ttm.financial/m/news/1126251044?lang=en_US&edition=fundamental","pubTime":"2021-07-14 07:24","market":"hk","language":"zh","title":"The first-hand winning rate of Yimaitong is 5%, and the subscription of 90 lots is stable","url":"https://stock-news.laohu8.com/highlight/detail?id=1126251044","media":"老虎资讯综合","summary":"7月14日,医脉通发布公告,公司全球发售约1.55亿股股份,其中香港发售股份7754.8万股,国际发售股份7754.8万股,另有15%超额配股权;发售价已厘定为每股发售股份27.20港元,每手买卖单位","content":"<p>On July 14,<a href=\"https://laohu8.com/S/02192\">Yimaitong</a>Announced that the company offered about 155 million shares globally, including 77.548 million shares offered in Hong Kong, 77.548 million shares offered internationally, and 15% over-allotment option; The Offer Price has been determined at HK$27.20 per Offer Share with board lot of 500 Shares;<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>And<a href=\"https://laohu8.com/S/00665\">Haitong International</a>As the Joint Sponsors, it is expected that the Shares will be listed on the Main Board of the Stock Exchange on 15 July 2021.</p><p><b>The relevant data of Tiger Information are as follows:</b></p><p><img src=\"https://static.tigerbbs.com/fa9b3e669a6b601bd6f663db62eb0518\" tg-width=\"1059\" tg-height=\"824\"></p><p><b>Assignment Results:</b></p><p>Group A has 500 shares per lot, with a successful rate of 5% in one lot, and 90 lots are subscribed for a steady one.</p><p>The head of Group B is 200,000 shares (400 lots) and will be allocated 1,000 shares (2 lots).</p><p><img src=\"https://static.tigerbbs.com/836a351342d5d77d292efd488168758f\" tg-width=\"863\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/21001441e923fa8b5c5f3e75ed77dcb8\" tg-width=\"873\" tg-height=\"538\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/4701c7bcc7cc26514d87a7f555b281bc\" tg-width=\"856\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p><p>The Offer Shares initially offered under the International Offering were significantly over-subscribed, representing approximately 31.2 times the total number of Offer Shares initially available under the International Offering. The Hong Kong Public Offer Shares initially offered under the Hong Kong Public Offering were significantly over-subscribed. The Company received a total of 626,195 valid applications for a total of 9,188 million Hong Kong Public Offer Shares, representing approximately 592.41 times the total number of Hong Kong Public Offer Shares initially available under the Hong Kong Public Offering.</p><p>Pursuant to the Offer Price of HK$27.20 per Share and the Cornerstone Investment Agreement, the Cornerstone Investors subscribe for an aggregate of 62,784,500 Offer Shares, representing approximately 9.10% of the issued share capital upon completion of the Global Offering (assuming that the Over-allotment Option is not exercised and without taking into account any Shares which may be issued upon the exercise of options granted or to be granted under the Share Option Scheme); and approximately 40.48% of the number of Offer Shares under the Global Offering (assuming the Over-allotment Option is not exercised).</p><p>Based on the Offer Price of HK$27.20 per Offer Share, the Company estimates to receive net proceeds from the Global Offering of approximately HK$4,001 million. Of which, approximately 40% of the net proceeds are intended to be used for business expansion in the next three to five years; approximately 30% is intended to be used to invest in technology and enhance research and development capabilities in the next three to five years; approximately 20% is intended for carefully selected strategic investment or acquisition opportunities; And approximately 10% is intended for general replenishment of working capital and other general corporate purposes.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The first-hand winning rate of Yimaitong is 5%, and the subscription of 90 lots is stable</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe first-hand winning rate of Yimaitong is 5%, and the subscription of 90 lots is stable\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 07:24</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On July 14,<a href=\"https://laohu8.com/S/02192\">Yimaitong</a>Announced that the company offered about 155 million shares globally, including 77.548 million shares offered in Hong Kong, 77.548 million shares offered internationally, and 15% over-allotment option; The Offer Price has been determined at HK$27.20 per Offer Share with board lot of 500 Shares;<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>And<a href=\"https://laohu8.com/S/00665\">Haitong International</a>As the Joint Sponsors, it is expected that the Shares will be listed on the Main Board of the Stock Exchange on 15 July 2021.</p><p><b>The relevant data of Tiger Information are as follows:</b></p><p><img src=\"https://static.tigerbbs.com/fa9b3e669a6b601bd6f663db62eb0518\" tg-width=\"1059\" tg-height=\"824\"></p><p><b>Assignment Results:</b></p><p>Group A has 500 shares per lot, with a successful rate of 5% in one lot, and 90 lots are subscribed for a steady one.</p><p>The head of Group B is 200,000 shares (400 lots) and will be allocated 1,000 shares (2 lots).</p><p><img src=\"https://static.tigerbbs.com/836a351342d5d77d292efd488168758f\" tg-width=\"863\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/21001441e923fa8b5c5f3e75ed77dcb8\" tg-width=\"873\" tg-height=\"538\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/4701c7bcc7cc26514d87a7f555b281bc\" tg-width=\"856\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p><p>The Offer Shares initially offered under the International Offering were significantly over-subscribed, representing approximately 31.2 times the total number of Offer Shares initially available under the International Offering. The Hong Kong Public Offer Shares initially offered under the Hong Kong Public Offering were significantly over-subscribed. The Company received a total of 626,195 valid applications for a total of 9,188 million Hong Kong Public Offer Shares, representing approximately 592.41 times the total number of Hong Kong Public Offer Shares initially available under the Hong Kong Public Offering.</p><p>Pursuant to the Offer Price of HK$27.20 per Share and the Cornerstone Investment Agreement, the Cornerstone Investors subscribe for an aggregate of 62,784,500 Offer Shares, representing approximately 9.10% of the issued share capital upon completion of the Global Offering (assuming that the Over-allotment Option is not exercised and without taking into account any Shares which may be issued upon the exercise of options granted or to be granted under the Share Option Scheme); and approximately 40.48% of the number of Offer Shares under the Global Offering (assuming the Over-allotment Option is not exercised).</p><p>Based on the Offer Price of HK$27.20 per Offer Share, the Company estimates to receive net proceeds from the Global Offering of approximately HK$4,001 million. Of which, approximately 40% of the net proceeds are intended to be used for business expansion in the next three to five years; approximately 30% is intended to be used to invest in technology and enhance research and development capabilities in the next three to five years; approximately 20% is intended for carefully selected strategic investment or acquisition opportunities; And approximately 10% is intended for general replenishment of working capital and other general corporate purposes.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{"02192":"医脉通"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126251044","content_text":"7月14日,医脉通发布公告,公司全球发售约1.55亿股股份,其中香港发售股份7754.8万股,国际发售股份7754.8万股,另有15%超额配股权;发售价已厘定为每股发售股份27.20港元,每手买卖单位500股;高盛及海通国际为联席保荐人,预期股份将于2021年7月15日于联交所主板挂牌上市。\n老虎资讯整理相关数据如下:\n\n分配结果:\n甲组每手500股,一手中签率5%,认购90手稳中一手。\n乙组头为20万股(400手),获配1000股(2手)。\n\n国际发售初步提呈发售的发售股份获大幅超额认购,相当于国际发售初步可供认购发售股份总数约31.2倍。根据香港公开发售初步提呈发售的香港公开发售股份获大幅超额认购。公司合共接获626,195份有效申请,认购合共91.88亿股香港公开发售股份,相当于香港公开发售初步可供认购香港公开发售股份总数约592.41倍。\n根据发售价每股27.20港元及基石投资协议,基石投资者认购合共6278.45万股发售股份,相当于全球发售完成后已发行股本约9.10%(假设并无行使超额配股权且并无计及可能因根据购股权计划已授出或将授出的购股权获行使而发行的任何股份);及全球发售的发售股份数目约40.48%(假设并无行使超额配股权)。\n按发售价每股发售股份27.20港元计算,公司估计自全球发售收取所得款项净额约40.01亿港元。其中,所得款项净额约40%拟用于在未来三至五年内扩展业务;约30%拟用于在未来三至五年内投资技术及提高研发能力;约20%拟用于精心挑选战略投资或收购机会;及约10%拟用作一般补充营运资金及其他一般企业用途。","news_type":1,"symbols_score_info":{"02192":0.9}},"isVote":1,"tweetType":1,"viewCount":3688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142916348,"gmtCreate":1626121504884,"gmtModify":1703753689305,"author":{"id":"3586456304522184","authorId":"3586456304522184","name":"chew75","avatar":"https://static.tigerbbs.com/0b65a94b37740a49515943474017c19c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586456304522184","authorIdStr":"3586456304522184"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/142916348","repostId":"1144018470","repostType":4,"isVote":1,"tweetType":1,"viewCount":4393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141957290,"gmtCreate":1625835844910,"gmtModify":1703749503927,"author":{"id":"3586456304522184","authorId":"3586456304522184","name":"chew75","avatar":"https://static.tigerbbs.com/0b65a94b37740a49515943474017c19c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586456304522184","authorIdStr":"3586456304522184"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/141957290","repostId":"1153517973","repostType":4,"repost":{"id":"1153517973","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":1625833888,"share":"https://ttm.financial/m/news/1153517973?lang=en_US&edition=fundamental","pubTime":"2021-07-09 20:31","market":"us","language":"zh","title":"Netflix Q2 earnings preview: Will the \"horror\" scene be staged again?","url":"https://stock-news.laohu8.com/highlight/detail?id=1153517973","media":"老虎资讯综合","summary":"7月9日消息,新增用户可谓是Netflix, Inc. 的恐怖数据,在Q1,因为新增用户增长不及预期,市场完全忽略财报业绩超预期,财报发布的盘后直接将股价打下10个点,使得尽管奈飞Q2股价保持上行,但","content":"<p>July 9th news, new users can be described as<a href=\"https://laohu8.com/S/NFLX\">Netflix, Inc.</a>The horrible data, in Q1, because the growth of new users was less than expected, the market completely ignored the performance of the financial report that exceeded expectations. After the release of the financial report, the stock price was directly lowered by 10 points, so that although Netflix's share price in Q2 kept going up, the stock price still did not return to $549.57 on the eve of the first quarterly report.</p><p><img src=\"https://static.tigerbbs.com/62c5c7fe1d4932c67ef807197daa3dce\" tg-width=\"663\" tg-height=\"440\" referrerpolicy=\"no-referrer\"></p><p>After the US stock market on July 20th, Netflix will release its 2021 Q2 financial report. Will the \"horror\" scene be staged again? What are the key points to focus on.</p><p><b>First Quarter Results Review</b></p><p>Netflix's profit and revenue in the first quarter of this year were higher than market expectations, but the user growth dropped sharply, and the decline far exceeded expectations. As a result, after the results were announced, Netflix's share price plunged after the hours, and it quickly dropped by more than 10%, once falling to 13%.</p><p>According to the financial report, Netflix's revenue in the first quarter was USD 7.16 billion, a year-on-year increase of 24%, exceeding the market expectation of USD 7.14 billion; Diluted earnings per share (EPS) of $3.75, up 139% year over year and above the market estimate of $2.98; Net income was $1.707 billion, up 141% year-over-year, compared with $709 million in the same period last year.</p><p><img src=\"https://static.tigerbbs.com/03edbbf55e3473625b74db2f5593e02a\" tg-width=\"633\" tg-height=\"399\" referrerpolicy=\"no-referrer\"></p><p>In addition, Netflix's gross profit margin reached a record high of 46% in the first quarter, mainly due to the delay of content production and the decrease in cost. The market expects that the gross profit margin will decline to 44% in the second quarter.</p><p>What gave the stock price a \"wake-up call\" in the first quarter was the aforementioned number of new users. The financial report shows that,<b>In the first quarter, Netflix's global paying subscribers only increased by 3.98 million, nearly 37% lower than the market expectation of 6.29 million, and nearly 75% lower than the net increase in paying subscribers in the first quarter of last year</b>The market expects a year-on-year decrease of approximately 60% in net users.</p><p><img src=\"https://static.tigerbbs.com/e98b98696cd8ec1444f7eb1e423d54e2\" tg-width=\"554\" tg-height=\"285\" referrerpolicy=\"no-referrer\"></p><p>The lower-than-expected subscriber growth was mainly due to the faster growth in 2020 overdrawing future subscriber increments and the growth in offline activity as a result of the economic recovery.</p><p><b>What factors are worth paying attention to in the second quarter:</b></p><p><b>1. Can new users return to high-speed growth?</b></p><p>Regarding the weak growth of new users in the industry in the first quarter, Netflix believes that it is mainly attributed to the base effect and the epidemic affecting content production, or the rapid growth in 2020 overdrawn the future user increase and the growth of offline activities brought by economic recovery.</p><p>Will this get better in the second quarter? In the short term, due to the high uncertainty of the epidemic on a global scale, the production of superimposed dramas has not fully recovered.<b>Therefore, the company's user growth remains uncertain in the short term.</b>However, relying on huge content barriers and user experience, the company's overall user retention rate is still improving, and user stickiness is still good. The company also continued to improve ARPPU by raising subscription prices and improving account systems. In the first quarter, the company's overall ARPPU was US$11.5 (+6.1%), a significant improvement compared with the previous quarter.</p><p><b>In the long run, the general trend of users migrating from traditional media to streaming media platforms has not changed.</b>Netflix will continue to benefit from this big trend. The peak level of TV households in the world (excluding China) is close to 800 million. Compared with Netflix's 200 million users, there is still plenty of space.</p><p><b>Netflix continues to improve its content production capabilities as competition for streaming media intensifies</b></p><p><b>In the second quarter, content production made obvious efforts.</b>At the end of June, Netflix announced a partnership with Amblin Partners, led by globally renowned director Steven Spielberg. Under the agreement, Amblin expects to produce at least two movies per year for Netflix, with a specific start time yet to be determined. Spielberg may even be personally responsible for some of the films, and Netflix is expected to fund some of them. Amblin's previous production of \"Green Book\" won the 2019 Academy Award for Best Picture.</p><p>In addition, Netflix has also demonstrated ambitions in the field of virtual reality and gaming. Recently, Netflix announced that it has cooperated with its powerful<a href=\"https://c.duomai.com/track.php?site_id=242986&euid=&t=https%3A%2F%2Flist.jd.com%2Flist.html%3Fcat%3D737%2C794%2C798%26ev%3D4155_76344%26sort%3Dsort_rank_asc%26trans%3D1%26JL%3D2_1_0%23J_crumbsBar\" target=\"_blank\">television</a>Producer Shonda Rhimes strikes a new deal. The series Bridgerton, produced by Remus, shined on Netflix. According to Netflix, \"Bridgerton\" is the most-watched show in the streaming platform's history.</p><p>The new deal strengthens Netflix's partnership with Remus in several ways, such as opening the door to drama films and investing in Remus' company programming to diversify Hollywood before and after the camera.<b>Netflix also said that the partnership with Remus also includes the opportunity to exclusively produce and distribute potential games and virtual reality content.</b></p><p><b>In the long run, CITIC Securities said that Netflix's competitive advantage is still obvious.</b>The market is generally concerned about the impact of mainstream entertainment companies such as Warner, Disney, and NBCU, as well as tech giants such as Apple and Amazon, on Netflix's subscriber growth. However, Netflix relies on its industrialized production capacity, strong content recommendation and operation capabilities, and its competitive barriers are still prominent, and the company's continuous improvement on the mobile side (such as caching and short comedy) will further enhance user stickiness.</p><p>At present, Netflix accounts for less than 10% of the duration of American TV, and the medium and long-term TAM is still broad. With the continuous optimization of Netflix's content production and cash management, and the improvement of profit from network effect and scale effect brought by superimposed user growth, Netflix's asset-liability structure and cash creation ability are expected to be greatly improved.</p><p>According to Netflix's first-quarter shareholder letter, the company repaid $500 million in debt in the first quarter and plans to compress the debt scale to $10-15 billion. In 2021, a repurchase program of no more than $5 billion will be conducted on the basis of FCF achieving balance. The positive progress of capital structure and shareholder policies will also positively support the company's stock price in the medium and long term.</p><p><b>Second-quarter guidance from Netflix</b></p><p>In terms of performance guidance,<b>Netflix expects to add 1 million new paying users in the second quarter, far less than the net increase of 10.06 million in the second quarter of last year</b>,<b>It is also far below the market expectation of a net increase of 4.44 million</b>; It expects second-quarter EPS of $3.16, higher than market expectations of $2.67.</p><p><b>What Bloomberg thinks about Netflix's second-quarter results</b></p><p>Bloomberg consensus expects Netflix's revenue in the second quarter to be $7.322 billion, a year-on-year increase of 19.1%; Adjusted net income was $1.544 billion, up 35.2% year-over-year; Adjusted earnings of $3.34 per share, up 33.1% year over year.</p><p><img src=\"https://static.tigerbbs.com/d28c18ac772955d78f138edf2b350102\" tg-width=\"1715\" tg-height=\"872\" 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>Netflix Q2 earnings preview: Will the \"horror\" scene be staged again?</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\">\nNetflix Q2 earnings preview: Will the \"horror\" scene be staged again?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-09 20:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>July 9th news, new users can be described as<a href=\"https://laohu8.com/S/NFLX\">Netflix, Inc.</a>The horrible data, in Q1, because the growth of new users was less than expected, the market completely ignored the performance of the financial report that exceeded expectations. After the release of the financial report, the stock price was directly lowered by 10 points, so that although Netflix's share price in Q2 kept going up, the stock price still did not return to $549.57 on the eve of the first quarterly report.</p><p><img src=\"https://static.tigerbbs.com/62c5c7fe1d4932c67ef807197daa3dce\" tg-width=\"663\" tg-height=\"440\" referrerpolicy=\"no-referrer\"></p><p>After the US stock market on July 20th, Netflix will release its 2021 Q2 financial report. Will the \"horror\" scene be staged again? What are the key points to focus on.</p><p><b>First Quarter Results Review</b></p><p>Netflix's profit and revenue in the first quarter of this year were higher than market expectations, but the user growth dropped sharply, and the decline far exceeded expectations. As a result, after the results were announced, Netflix's share price plunged after the hours, and it quickly dropped by more than 10%, once falling to 13%.</p><p>According to the financial report, Netflix's revenue in the first quarter was USD 7.16 billion, a year-on-year increase of 24%, exceeding the market expectation of USD 7.14 billion; Diluted earnings per share (EPS) of $3.75, up 139% year over year and above the market estimate of $2.98; Net income was $1.707 billion, up 141% year-over-year, compared with $709 million in the same period last year.</p><p><img src=\"https://static.tigerbbs.com/03edbbf55e3473625b74db2f5593e02a\" tg-width=\"633\" tg-height=\"399\" referrerpolicy=\"no-referrer\"></p><p>In addition, Netflix's gross profit margin reached a record high of 46% in the first quarter, mainly due to the delay of content production and the decrease in cost. The market expects that the gross profit margin will decline to 44% in the second quarter.</p><p>What gave the stock price a \"wake-up call\" in the first quarter was the aforementioned number of new users. The financial report shows that,<b>In the first quarter, Netflix's global paying subscribers only increased by 3.98 million, nearly 37% lower than the market expectation of 6.29 million, and nearly 75% lower than the net increase in paying subscribers in the first quarter of last year</b>The market expects a year-on-year decrease of approximately 60% in net users.</p><p><img src=\"https://static.tigerbbs.com/e98b98696cd8ec1444f7eb1e423d54e2\" tg-width=\"554\" tg-height=\"285\" referrerpolicy=\"no-referrer\"></p><p>The lower-than-expected subscriber growth was mainly due to the faster growth in 2020 overdrawing future subscriber increments and the growth in offline activity as a result of the economic recovery.</p><p><b>What factors are worth paying attention to in the second quarter:</b></p><p><b>1. Can new users return to high-speed growth?</b></p><p>Regarding the weak growth of new users in the industry in the first quarter, Netflix believes that it is mainly attributed to the base effect and the epidemic affecting content production, or the rapid growth in 2020 overdrawn the future user increase and the growth of offline activities brought by economic recovery.</p><p>Will this get better in the second quarter? In the short term, due to the high uncertainty of the epidemic on a global scale, the production of superimposed dramas has not fully recovered.<b>Therefore, the company's user growth remains uncertain in the short term.</b>However, relying on huge content barriers and user experience, the company's overall user retention rate is still improving, and user stickiness is still good. The company also continued to improve ARPPU by raising subscription prices and improving account systems. In the first quarter, the company's overall ARPPU was US$11.5 (+6.1%), a significant improvement compared with the previous quarter.</p><p><b>In the long run, the general trend of users migrating from traditional media to streaming media platforms has not changed.</b>Netflix will continue to benefit from this big trend. The peak level of TV households in the world (excluding China) is close to 800 million. Compared with Netflix's 200 million users, there is still plenty of space.</p><p><b>Netflix continues to improve its content production capabilities as competition for streaming media intensifies</b></p><p><b>In the second quarter, content production made obvious efforts.</b>At the end of June, Netflix announced a partnership with Amblin Partners, led by globally renowned director Steven Spielberg. Under the agreement, Amblin expects to produce at least two movies per year for Netflix, with a specific start time yet to be determined. Spielberg may even be personally responsible for some of the films, and Netflix is expected to fund some of them. Amblin's previous production of \"Green Book\" won the 2019 Academy Award for Best Picture.</p><p>In addition, Netflix has also demonstrated ambitions in the field of virtual reality and gaming. Recently, Netflix announced that it has cooperated with its powerful<a href=\"https://c.duomai.com/track.php?site_id=242986&euid=&t=https%3A%2F%2Flist.jd.com%2Flist.html%3Fcat%3D737%2C794%2C798%26ev%3D4155_76344%26sort%3Dsort_rank_asc%26trans%3D1%26JL%3D2_1_0%23J_crumbsBar\" target=\"_blank\">television</a>Producer Shonda Rhimes strikes a new deal. The series Bridgerton, produced by Remus, shined on Netflix. According to Netflix, \"Bridgerton\" is the most-watched show in the streaming platform's history.</p><p>The new deal strengthens Netflix's partnership with Remus in several ways, such as opening the door to drama films and investing in Remus' company programming to diversify Hollywood before and after the camera.<b>Netflix also said that the partnership with Remus also includes the opportunity to exclusively produce and distribute potential games and virtual reality content.</b></p><p><b>In the long run, CITIC Securities said that Netflix's competitive advantage is still obvious.</b>The market is generally concerned about the impact of mainstream entertainment companies such as Warner, Disney, and NBCU, as well as tech giants such as Apple and Amazon, on Netflix's subscriber growth. However, Netflix relies on its industrialized production capacity, strong content recommendation and operation capabilities, and its competitive barriers are still prominent, and the company's continuous improvement on the mobile side (such as caching and short comedy) will further enhance user stickiness.</p><p>At present, Netflix accounts for less than 10% of the duration of American TV, and the medium and long-term TAM is still broad. With the continuous optimization of Netflix's content production and cash management, and the improvement of profit from network effect and scale effect brought by superimposed user growth, Netflix's asset-liability structure and cash creation ability are expected to be greatly improved.</p><p>According to Netflix's first-quarter shareholder letter, the company repaid $500 million in debt in the first quarter and plans to compress the debt scale to $10-15 billion. In 2021, a repurchase program of no more than $5 billion will be conducted on the basis of FCF achieving balance. The positive progress of capital structure and shareholder policies will also positively support the company's stock price in the medium and long term.</p><p><b>Second-quarter guidance from Netflix</b></p><p>In terms of performance guidance,<b>Netflix expects to add 1 million new paying users in the second quarter, far less than the net increase of 10.06 million in the second quarter of last year</b>,<b>It is also far below the market expectation of a net increase of 4.44 million</b>; It expects second-quarter EPS of $3.16, higher than market expectations of $2.67.</p><p><b>What Bloomberg thinks about Netflix's second-quarter results</b></p><p>Bloomberg consensus expects Netflix's revenue in the second quarter to be $7.322 billion, a year-on-year increase of 19.1%; Adjusted net income was $1.544 billion, up 35.2% year-over-year; Adjusted earnings of $3.34 per share, up 33.1% year over year.</p><p><img src=\"https://static.tigerbbs.com/d28c18ac772955d78f138edf2b350102\" tg-width=\"1715\" tg-height=\"872\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e2224e6b43e75f835dbd8bb6d8c4972c","relate_stocks":{"NFLX":"奈飞"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153517973","content_text":"7月9日消息,新增用户可谓是Netflix, Inc. 的恐怖数据,在Q1,因为新增用户增长不及预期,市场完全忽略财报业绩超预期,财报发布的盘后直接将股价打下10个点,使得尽管奈飞Q2股价保持上行,但股价仍未回到一季报前夜的549.57美元。\n\n7月20日美股盘后,奈飞将发布2021年Q2财务报告,“恐怖”一幕会再次上演吗?有哪些要点值得关注。\n一季度业绩回顾\n奈飞今年一季度的盈利和收入都高于市场预期,但用户增长大幅下滑,下降的幅度远超预期,导致在业绩公布后,奈飞股价在盘后跳水,跌幅迅速超过10%,一度跌至13%。\n财报显示,一季度奈飞营收71.6亿美元,同比增长24%,超出市场预期的71.4亿美元;稀释后每股收益(EPS)3.75美元,同比增长139%,高于市场预期的2.98美元;净利润17.07亿美元,同比增长141%,去年同期为7.09亿美元。\n\n此外,奈飞一季度毛利率创新高至46%,主要原因是内容制作延期,成本下降所致。市场预期,二季度毛利率将下滑至44%。\n一季度给股价“当头棒喝”的是前面提到的新增用户数。财报显示,一季度奈飞的全球付费用户仅净增加398万,比市场预期增幅629万低近37%,较去年一季度的净增付费用户同比减少将近75%,市场预期净增用户的同比降幅约为60%。\n\n用户增长不及预期的主要原因是,2020年较快的增长透支了未来的用户增量,以及经济复苏带来的线下活动增长。\n二季度有哪些因素值得关注:\n1、新增用户能否重回高速增长?\n对于一季度业新增用户增长疲软,奈飞方面认为,主要归咎于基数效应和疫情影响内容生产,或者说是2020年较快的增长透支了未来的用户增量,以及经济复苏带来的线下活动增长。\n二季度这种情况会好转吗?短期看,由于疫情在全球范围内的不确定性仍然较高,叠加剧集制作未能完全恢复,因此,短期内公司用户增长仍面临不确定性。不过,依靠庞大的内容壁垒以及用户体验,公司整体的用户留存率仍在提升,用户粘性依旧较好。而公司亦通过上调订阅价格、完善账户体系等方式,持续提升ARPPU,一季度公司整体ARPPU为11.5美元(+6.1%),相较上季度改善显著。\n长期看,用户从传统媒体向流媒体平台迁移的大趋势没有改变,奈飞将会持续受益于这一大趋势。全球(不包含中国)电视家庭数的高峰水平接近8亿,对比奈飞2亿的用户数来看,空间依然非常充足。\n2、流媒体竞争白热化,奈飞继续提升内容制作能力\n二季度内容制作发力明显。6月底,奈飞宣布与全球知名导演史蒂文·斯皮尔伯格领导的Amblin Partners达成合作关系。根据协议,Amblin预计每年至少为Netflix制作两部电影,具体开始时间暂未确定。斯皮尔伯格甚至有可能亲自负责一些电影,预计奈飞将为其中一些作品提供资金。Amblin此前制作的《绿皮书》,摘得2019年奥斯卡最佳影片奖。\n此外,奈飞还展示出对虚拟现实和游戏领域的野心。近日,奈飞宣布已同实力强大的电视制作人珊达·莱姆斯(Shonda Rhimes)达成新协议。莱姆斯制作的系列剧《布里奇顿》在Netflix上大放异彩。据Netflix称,《布里奇顿》是该流媒体平台历史上收视率最高的一部剧。\n这次的新交易从几个方面强化了Netflix与莱姆斯的合作,比如为剧情电影敞开大门、投资莱姆斯的公司节目使镜头前后的好莱坞更多样化。Netflix还表示,和莱姆斯的合作也包括独家制作和分发潜在游戏与虚拟现实内容的机会。\n长期看,中信证券表示,奈飞的竞争优势依旧明显。市场普遍担忧华纳、迪士尼、NBCU等主流娱乐公司以及苹果、亚马逊等科技巨头对奈飞用户增长的冲击。但奈飞依靠工业化的生产能力、强大的内容推荐与运营能力,其竞争壁垒依旧突出,而公司在移动端的持续改进(例如缓存、短喜剧)等将进一步提升用户粘性。\n当前,奈飞占到美国TV的时长不足10%,中长期的TAM依旧广阔。而随着奈飞在内容生产、现金管理上的持续优化,叠加用户增长带来的网络效应、规模效应对利润的改善,奈飞资产负债结构、现金创造能力料将大幅改善。\n据奈飞一季度股东信,公司一季度偿还5亿美元债务,并计划将债务规模压缩至100-150亿美元。2021年在FCF实现平衡的基础上,进行不超过50亿美元的回购计划。而资本结构、股东政策的积极进展,亦将对公司中长期股价产生正向支撑。\n奈飞提供的二季度业绩指导\n在业绩指引方面,奈飞预计,二季度新增付费用户100万,远不及去年二季度的净增1006万,也远低于市场预期的净增444万;预计二季度EPS 3.16美元,高于市场预期的2.67美元。\n彭博社如何看奈飞二季度业绩\n彭博社一致预期,奈飞二季度营收为73.22亿美元,同比增长19.1%;调整后净利润为15.44亿美元,同比增长35.2%;调整后每股收益3.34美元,同比增长33.1%。","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":3932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149058641,"gmtCreate":1625697420283,"gmtModify":1703746448180,"author":{"id":"3586456304522184","authorId":"3586456304522184","name":"chew75","avatar":"https://static.tigerbbs.com/0b65a94b37740a49515943474017c19c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586456304522184","authorIdStr":"3586456304522184"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/149058641","repostId":"1138737345","repostType":4,"isVote":1,"tweetType":1,"viewCount":3328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140298954,"gmtCreate":1625659464178,"gmtModify":1703745800344,"author":{"id":"3586456304522184","authorId":"3586456304522184","name":"chew75","avatar":"https://static.tigerbbs.com/0b65a94b37740a49515943474017c19c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586456304522184","authorIdStr":"3586456304522184"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/140298954","repostId":"2149392787","repostType":4,"isVote":1,"tweetType":1,"viewCount":3535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154697523,"gmtCreate":1625522051862,"gmtModify":1703742836088,"author":{"id":"3586456304522184","authorId":"3586456304522184","name":"chew75","avatar":"https://static.tigerbbs.com/0b65a94b37740a49515943474017c19c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586456304522184","authorIdStr":"3586456304522184"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/154697523","repostId":"2149080331","repostType":4,"isVote":1,"tweetType":1,"viewCount":3248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125333150,"gmtCreate":1624649608970,"gmtModify":1703842780265,"author":{"id":"3586456304522184","authorId":"3586456304522184","name":"chew75","avatar":"https://static.tigerbbs.com/0b65a94b37740a49515943474017c19c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586456304522184","authorIdStr":"3586456304522184"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/125333150","repostId":"1179112703","repostType":4,"repost":{"id":"1179112703","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":1624641115,"share":"https://ttm.financial/m/news/1179112703?lang=en_US&edition=fundamental","pubTime":"2021-06-26 01:11","market":"us","language":"zh","title":"\"Fresh First Stock\" Daily Excellent Fresh Break Opening, falling over 18% at the beginning of the session","url":"https://stock-news.laohu8.com/highlight/detail?id=1179112703","media":"老虎资讯综合","summary":"截止2021年3月31日的三个月,每日优鲜净营收为15.302亿元。","content":"<p>On June 25th, \"the first share of fresh e-commerce\"<a href=\"https://laohu8.com/S/MF\">Daily Excellent Fresh</a>Officially listed in the U.S. stock market, the company's IPO was priced at $13, and it opened at $10.65 today, with a decline of more than 18% at the beginning of the session, and a total market value of more than $2.5 billion.</p><p><img src=\"https://static.tigerbbs.com/a26741e6bf10a3c331c1b43354d5e31c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>Daily Youxian issued a total of 21 million shares (including 24.15 million shares of green shoes) of American Depositary Shares (ADS) in this IPO. Based on the issue price of $13, the fundraising amount of Daily Youxian IPO is about $300 million.</p><p>Xu Zheng, founder and CEO of Daily Fresh, said at the listing ceremony that listing is not the goal and end point of Daily Fresh, but a new starting point for us to fulfill our mission and realize our vision. The digitalization of community retail has come to the eve of the big explosion, and facing the competition in the second half, Daily Youxian will never end to explore the community retail industry.</p><p><img src=\"https://static.tigerbbs.com/8a45b68d6410257cdce765e8be0dc67b\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p><p><b>Layout the 10 trillion community retail market, the main mode is (A + B) x N</b></p><p>Daily Youxian was established in October 2014. Founders Xu Zheng and Zeng Bin previously worked in<a href=\"https://laohu8.com/S/00992\">Lenovo Group</a>He has served for more than ten years and served as an executive of Lenovo Joyvio Group. In May 2015, Daily Youxian pioneered the immediate retail business in front warehouse, becoming a mobile e-commerce company focusing on providing consumers with high-quality fresh food, covering all categories such as fruits and vegetables, seafood, meat and poultry, milk snacks, etc. As of March 31, 2021, Daily Youxian had established 631 front-end warehouses in 16 cities in China, with a cumulative number of transaction users exceeding 31 million, and provided services delivered in an average of 39 minutes.</p><p>On June 9th, Daily Fresh officially submitted its prospectus to the U.S. Securities and Exchange Commission, the most interesting part of which is to detail this year's updated (A + B) x N strategy (<b>A: Instant retail in front warehouse, B: Smart food market, N: Retail cloud</b>), revealing its ambitions in the larger community retail track. Compared with the past, more people's understanding of daily excellent fresh still stays in fresh online shopping. However, on the eve of listing, Daily Excellent Fresh quietly announced its platform model. The transformation of Daily Excellent Fresh from a vertical self-operated company to a platform is actually from a trading company to a road-building company, and it also places itself in a larger market.</p><p><img src=\"https://static.tigerbbs.com/9f1b9b7e8f3af7ffa0d9b3758f5340ef\" tg-width=\"550\" tg-height=\"698\" referrerpolicy=\"no-referrer\"></p><p>The diversified layout of Daily Excellent Fresh breaks the limited definition of \"fresh e-commerce\". In the future, Daily Excellent Fresh will continue to give full play to its own advantages and always pay attention to market trends, give full play to its own advantages and follow the trend.</p><p>According to the prospectus data, in 2018, the net revenue of Daily Youxian was about 3.546.7 billion yuan, which increased to 6.001.4 billion yuan in 2019 and 6.130.4 billion yuan in 2020. Daily Fresh had a net revenue of RMB1,689.8 million for the three months ended March 31, 2020 and RMB1,530.2 million for the three months ended March 31, 2021. GMV grew from RMB4,725.9 million in 2018 to RMB7,614.7 million in 2020, representing a CAGR of 26.9%. The data shows that the average customer unit price of instant retail in the front warehouse of excellent fresh is 94.6 yuan.</p><p>Daily Fresh pioneered the front-end warehouse model in May 2015. At present, it has opened 631 front-end warehouses in 16 first-and second-tier cities across the country, providing consumers with over 4,300 extremely fast goods and an average service of 39 minutes. At present, its cumulative transaction users are more than 31 million, and its GMV in 2020 is 7.6 billion yuan. In the second half of 2020, Daily Fresh launched the smart food market business, which plans to promote the standardization of the food market and upgrade to a small-scale fresh food community shopping mall. As of May 31, 2021, it had entered into operating agreements with 54 food outlets in 14 cities and commenced operations in 33 food outlets in 10 cities.</p><p>In addition, the prospectus data shows that the average customer unit price of 94.6 yuan per day is the highest in the industry, the performance expense ratio continues to drop from 34.9% in 2018 to 25.7% in 2020, and the performance profit margin (gross profit margin minus performance expense ratio) is higher than the industry average.</p><p><b>Community retail digitalization has come to the eve of the big explosion</b></p><p>In terms of users, from 2018 to 2020, the number of daily effective users of Youxian was 5.1 million, 7.2 million and 8.7 million respectively, and the average consumption of effective users was 558.0 yuan, 690.4 yuan and 712.8 yuan respectively. Given that Daily Fresh defines effective users as \"transaction users whose product payment after deducting discounts and coupons is greater than the cost of related products sold\", it thus has a group of positive profit-contributing users whose number and transaction volume are increasing year by year.</p><p><img src=\"https://static.tigerbbs.com/d67526d2a1198afcce6a244be378ea5f\" tg-width=\"590\" tg-height=\"353\" referrerpolicy=\"no-referrer\"></p><p>In addition, the average daily customer unit price of excellent fresh is 94.6 yuan, which is higher than that of other front-end warehouse enterprises in the industry. Its core users (users who have placed orders four times or more in at least one month in a certain year) accounted for 21.1% in 2020 from 14.9% in 2018. As of March 31, 2021, the annual consumption of core users reached 2,106 yuan.</p><p>Xu Zheng mentioned in his speech, \"Although today is an important moment in the seven years since Youxian started its business, as an enterprise with the goal of creating value continuously, frantically and for a long time, I hope that every Youxian person can maintain the entrepreneurial mentality of Always Day One.\"</p><p>He said that as an enterprise with the goal of pursuing long-term value, Daily Youxian will maintain the mentality of always day one and continue to explore in the field of community retail digitalization, so that more families can enjoy high-quality shopping experience and help more merchants achieve efficient management and operation.</p><p>The digitalization of community retail is the largest and fastest growing market in China in the future. According to iResearch data, from 2020 to 2025, the scale of community retail industry is expected to increase from 11.9 trillion to 15.7 trillion, and the online penetration rate of community retail will increase from 20.9% to 45.5%, which means that by 2025, the scale of China's digital community retail industry will reach 7.2 trillion.</p><p>As Xu Zheng said, listing is a new starting point. The digitalization of community retail has come to the eve of the big outbreak. In the second half of the competition, community retail platforms are facing not only business disputes, but also capital disputes.</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>\"Fresh First Stock\" Daily Excellent Fresh Break Opening, falling over 18% at the beginning of the session</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\">\n\"Fresh First Stock\" Daily Excellent Fresh Break Opening, falling over 18% at the beginning of the session\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\">2021-06-26 01:11</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 25th, \"the first share of fresh e-commerce\"<a href=\"https://laohu8.com/S/MF\">Daily Excellent Fresh</a>Officially listed in the U.S. stock market, the company's IPO was priced at $13, and it opened at $10.65 today, with a decline of more than 18% at the beginning of the session, and a total market value of more than $2.5 billion.</p><p><img src=\"https://static.tigerbbs.com/a26741e6bf10a3c331c1b43354d5e31c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>Daily Youxian issued a total of 21 million shares (including 24.15 million shares of green shoes) of American Depositary Shares (ADS) in this IPO. Based on the issue price of $13, the fundraising amount of Daily Youxian IPO is about $300 million.</p><p>Xu Zheng, founder and CEO of Daily Fresh, said at the listing ceremony that listing is not the goal and end point of Daily Fresh, but a new starting point for us to fulfill our mission and realize our vision. The digitalization of community retail has come to the eve of the big explosion, and facing the competition in the second half, Daily Youxian will never end to explore the community retail industry.</p><p><img src=\"https://static.tigerbbs.com/8a45b68d6410257cdce765e8be0dc67b\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p><p><b>Layout the 10 trillion community retail market, the main mode is (A + B) x N</b></p><p>Daily Youxian was established in October 2014. Founders Xu Zheng and Zeng Bin previously worked in<a href=\"https://laohu8.com/S/00992\">Lenovo Group</a>He has served for more than ten years and served as an executive of Lenovo Joyvio Group. In May 2015, Daily Youxian pioneered the immediate retail business in front warehouse, becoming a mobile e-commerce company focusing on providing consumers with high-quality fresh food, covering all categories such as fruits and vegetables, seafood, meat and poultry, milk snacks, etc. As of March 31, 2021, Daily Youxian had established 631 front-end warehouses in 16 cities in China, with a cumulative number of transaction users exceeding 31 million, and provided services delivered in an average of 39 minutes.</p><p>On June 9th, Daily Fresh officially submitted its prospectus to the U.S. Securities and Exchange Commission, the most interesting part of which is to detail this year's updated (A + B) x N strategy (<b>A: Instant retail in front warehouse, B: Smart food market, N: Retail cloud</b>), revealing its ambitions in the larger community retail track. Compared with the past, more people's understanding of daily excellent fresh still stays in fresh online shopping. However, on the eve of listing, Daily Excellent Fresh quietly announced its platform model. The transformation of Daily Excellent Fresh from a vertical self-operated company to a platform is actually from a trading company to a road-building company, and it also places itself in a larger market.</p><p><img src=\"https://static.tigerbbs.com/9f1b9b7e8f3af7ffa0d9b3758f5340ef\" tg-width=\"550\" tg-height=\"698\" referrerpolicy=\"no-referrer\"></p><p>The diversified layout of Daily Excellent Fresh breaks the limited definition of \"fresh e-commerce\". In the future, Daily Excellent Fresh will continue to give full play to its own advantages and always pay attention to market trends, give full play to its own advantages and follow the trend.</p><p>According to the prospectus data, in 2018, the net revenue of Daily Youxian was about 3.546.7 billion yuan, which increased to 6.001.4 billion yuan in 2019 and 6.130.4 billion yuan in 2020. Daily Fresh had a net revenue of RMB1,689.8 million for the three months ended March 31, 2020 and RMB1,530.2 million for the three months ended March 31, 2021. GMV grew from RMB4,725.9 million in 2018 to RMB7,614.7 million in 2020, representing a CAGR of 26.9%. The data shows that the average customer unit price of instant retail in the front warehouse of excellent fresh is 94.6 yuan.</p><p>Daily Fresh pioneered the front-end warehouse model in May 2015. At present, it has opened 631 front-end warehouses in 16 first-and second-tier cities across the country, providing consumers with over 4,300 extremely fast goods and an average service of 39 minutes. At present, its cumulative transaction users are more than 31 million, and its GMV in 2020 is 7.6 billion yuan. In the second half of 2020, Daily Fresh launched the smart food market business, which plans to promote the standardization of the food market and upgrade to a small-scale fresh food community shopping mall. As of May 31, 2021, it had entered into operating agreements with 54 food outlets in 14 cities and commenced operations in 33 food outlets in 10 cities.</p><p>In addition, the prospectus data shows that the average customer unit price of 94.6 yuan per day is the highest in the industry, the performance expense ratio continues to drop from 34.9% in 2018 to 25.7% in 2020, and the performance profit margin (gross profit margin minus performance expense ratio) is higher than the industry average.</p><p><b>Community retail digitalization has come to the eve of the big explosion</b></p><p>In terms of users, from 2018 to 2020, the number of daily effective users of Youxian was 5.1 million, 7.2 million and 8.7 million respectively, and the average consumption of effective users was 558.0 yuan, 690.4 yuan and 712.8 yuan respectively. Given that Daily Fresh defines effective users as \"transaction users whose product payment after deducting discounts and coupons is greater than the cost of related products sold\", it thus has a group of positive profit-contributing users whose number and transaction volume are increasing year by year.</p><p><img src=\"https://static.tigerbbs.com/d67526d2a1198afcce6a244be378ea5f\" tg-width=\"590\" tg-height=\"353\" referrerpolicy=\"no-referrer\"></p><p>In addition, the average daily customer unit price of excellent fresh is 94.6 yuan, which is higher than that of other front-end warehouse enterprises in the industry. Its core users (users who have placed orders four times or more in at least one month in a certain year) accounted for 21.1% in 2020 from 14.9% in 2018. As of March 31, 2021, the annual consumption of core users reached 2,106 yuan.</p><p>Xu Zheng mentioned in his speech, \"Although today is an important moment in the seven years since Youxian started its business, as an enterprise with the goal of creating value continuously, frantically and for a long time, I hope that every Youxian person can maintain the entrepreneurial mentality of Always Day One.\"</p><p>He said that as an enterprise with the goal of pursuing long-term value, Daily Youxian will maintain the mentality of always day one and continue to explore in the field of community retail digitalization, so that more families can enjoy high-quality shopping experience and help more merchants achieve efficient management and operation.</p><p>The digitalization of community retail is the largest and fastest growing market in China in the future. According to iResearch data, from 2020 to 2025, the scale of community retail industry is expected to increase from 11.9 trillion to 15.7 trillion, and the online penetration rate of community retail will increase from 20.9% to 45.5%, which means that by 2025, the scale of China's digital community retail industry will reach 7.2 trillion.</p><p>As Xu Zheng said, listing is a new starting point. The digitalization of community retail has come to the eve of the big outbreak. In the second half of the competition, community retail platforms are facing not only business disputes, but also capital disputes.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26dac0b9aef9b62cf45137413315ab61","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179112703","content_text":"6月25日,“生鲜电商第一股”每日优鲜正式登陆美股,公司IPO定价13美元,今日开盘报10.65美元,盘初跌幅超18%,总市值超25亿美元。\n\n每日优鲜在本次IPO中总计发行2100万股(含绿鞋2415万股)美国存托股票(ADS),以13美元发行价计算,每日优鲜IPO募资额约为3亿美元。\n每日优鲜创始人兼CEO徐正在上市仪式上表示,上市并不是每日优鲜的目标和终点,而是我们践行使命、实现愿景的新起点。社区零售数字化已经来到大爆发的前夜,面临着下半场的竞争,每日优鲜将永无止境地在社区零售的行业探索。\n\n布局10万亿的社区零售市场,主要模式为(A+B)x N\n每日优鲜成立于2014年10月,创始人徐正和曾斌此前曾在联想集团供职十余年,并出任联想佳沃集团高管。2015年5月,每日优鲜首创前置仓即时零售业务,成为一家专注于为消费者提供优质生鲜的移动电商,覆盖水果蔬菜、海鲜肉禽、牛奶零食等全品类。截至2021年3月31日,每日优鲜已在中国16个城市建立了631个前置仓,累计交易用户超3100万,并提供平均39分钟达的服务。\n6月9日,每日优鲜正式向美国证券交易委员会递交招股说明书,其中最有意思的部分则是详细展示了今年更新的(A+B)x N 战略(A:前置仓即时零售,B:智慧菜场,N:零售云),透露了其在更大的社区零售赛道中的野心。相比以往,更多人对每日优鲜的理解还停留在生鲜网购。但上市前夕的每日优鲜,悄然了宣告自己的平台化模式,每日优鲜从垂直自营公司到平台化的转型,其实就是从贸易型公司转向筑路型公司,而它也将自己置身于一个更大的市场里。\n\n每日优鲜的多元化布局,打破了其“生鲜电商”的局限定义,在未来每日优鲜会继续发挥自身的优势比并且时刻关注市场动向,发挥自身的优势,顺势而为。\n招股书数据显示,2018年,每日优鲜的净营收约为35.467亿元,2019年增至60.014亿元,2020年达到61.304亿元。截止2020年3月31日的三个月,每日优鲜的净营收为16.898亿元,截止2021年3月31日的三个月,净营收为15.302亿元。GMV从2018年的47.259亿元增长到2020年的76.147亿元人民币,复合年增长率为26.9%。数据显示,每日优鲜前置仓即时零售的平均客单价为94.6元。\n每日优鲜于2015年5月首创前置仓模式,目前已在全国16个一二线城市开设631个前置仓,为消费者提供超4300款极速达商品、平均39分钟达的服务。目前其累计交易用户3100多万,2020年GMV76亿元。2020年下半年,每日优鲜推出智慧菜场业务,计划推动菜市场标准化以及向小型生鲜社区商场升级。截至2021年5月31日,其已与14个城市的54家菜场签订运营协议,并在10个城市的33家菜场展开运营。\n另外,招股书数据显示,每日优鲜94.6元的平均客单价为行业最高,履约费用率从2018年的34.9%持续降至2020年的25.7%,履约利润率(毛利率扣除履约费用率)高于行业平均水平。\n社区零售数字化已经来到大爆发的前夜\n在用户方面,从2018年到2020年,每日优鲜有效用户数量分别为510万、720万和 870万,有效用户平均消费额别为558.0元、690.4元和712.8元。鉴于每日优鲜将有效用户定义为“扣除折扣和优惠券后产品付款大于相关销售产品成本的交易用户”,它因此拥有一批数量和交易额均逐年增加的正向利润贡献用户。\n\n此外,每日优鲜平均客单价为94.6元,高于行业其他前置仓企业。其核心用户(某一年份至少一个月内下单4次或以上的用户)在交易用户中的占比从2018年的14.9%,增加到2020年的21.1%,截至2021年3月31日,核心用户年消费额达2106元。\n徐正在演讲中提到,“尽管今天是优鲜创业7年来的重要时刻,但作为一家以持续地、疯狂地、长期地创造价值为目标的企业,我希望每个优鲜人都能保持Always Day One的创业心态。”\n他表示,作为一家以追求长期价值为目标的企业,每日优鲜会保持always day one的心态,继续在社区零售数字化领域做探索,让更多家庭享受到优质购物体验,帮助更多商家实现高效管理和运营。\n社区零售数字化是未来中国增量最大、增速最快的市场。根据艾瑞咨询数据,从2020年到2025年,社区零售行业规模预计会从11.9万亿增至15.7万亿,社区零售线上化渗透率则会从20.9%增至45.5%,这意味着到2025年,中国数字化社区零售的行业规模将达到7.2万亿。\n正如徐正所说,上市是新起点。社区零售数字化已经来到大爆发的前夜,在下半场的竞争中,社区零售平台们,面临的不仅仅是业务之争,还有资本之争。","news_type":1,"symbols_score_info":{"MF":0.9}},"isVote":1,"tweetType":1,"viewCount":1278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121590374,"gmtCreate":1624470247998,"gmtModify":1703837792909,"author":{"id":"3586456304522184","authorId":"3586456304522184","name":"chew75","avatar":"https://static.tigerbbs.com/0b65a94b37740a49515943474017c19c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586456304522184","authorIdStr":"3586456304522184"},"themes":[],"htmlText":"Good ","listText":"Good ","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121590374","repostId":"1112235393","repostType":4,"repost":{"id":"1112235393","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":1624459498,"share":"https://ttm.financial/m/news/1112235393?lang=en_US&edition=fundamental","pubTime":"2021-06-23 22:44","market":"us","language":"zh","title":"Some Chinese conceptual stocks continued to rise, and Best Group rose 18% in intraday session","url":"https://stock-news.laohu8.com/highlight/detail?id=1112235393","media":"老虎资讯综合","summary":"周三盘中,部分中概股持续上扬,截至发稿,百世集团涨超18%,优信二手车、涂鸦智能涨超8%,箩筐技术、理想汽车涨、雾芯科技涨超7%,荔枝涨6.68%,秦淮数据涨6.16%。","content":"<p>On Wednesday, some Chinese stocks continued to rise. As of press time,<a href=\"https://laohu8.com/S/BEST\">BEST GROUP</a>It rose by more than 18%,<a href=\"https://laohu8.com/S/UXIN\">Uxin</a>Used cars,<a href=\"https://laohu8.com/S/TUYA\">Tuya Intelligence</a>rose by more than 8%,<a href=\"https://laohu8.com/S/LKCO\">Basket technique</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Rising, fog core technology rose by more than 7%, lychee rose by 6.68%,<a href=\"https://laohu8.com/S/CD\">Qinhuai Data</a>up 6.16%.</p><p><img src=\"https://static.tigerbbs.com/ef0657f4d8a66a016ee618cbbd07a6d5\" 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>Some Chinese conceptual stocks continued to rise, and Best Group rose 18% in intraday session</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\">\nSome Chinese conceptual stocks continued to rise, and Best Group rose 18% in intraday session\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\">2021-06-23 22:44</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On Wednesday, some Chinese stocks continued to rise. As of press time,<a href=\"https://laohu8.com/S/BEST\">BEST GROUP</a>It rose by more than 18%,<a href=\"https://laohu8.com/S/UXIN\">Uxin</a>Used cars,<a href=\"https://laohu8.com/S/TUYA\">Tuya Intelligence</a>rose by more than 8%,<a href=\"https://laohu8.com/S/LKCO\">Basket technique</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Rising, fog core technology rose by more than 7%, lychee rose by 6.68%,<a href=\"https://laohu8.com/S/CD\">Qinhuai Data</a>up 6.16%.</p><p><img src=\"https://static.tigerbbs.com/ef0657f4d8a66a016ee618cbbd07a6d5\" 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/e0ef89022ec5e5889405a298a1c8c0b5","relate_stocks":{"BEST":"百世集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112235393","content_text":"周三盘中,部分中概股持续上扬,截至发稿,百世集团涨超18%,优信二手车、涂鸦智能涨超8%,箩筐技术、理想汽车涨、雾芯科技涨超7%,荔枝涨6.68%,秦淮数据涨6.16%。","news_type":1,"symbols_score_info":{"BEST":0.9}},"isVote":1,"tweetType":1,"viewCount":1024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121507791,"gmtCreate":1624470220513,"gmtModify":1703837792748,"author":{"id":"3586456304522184","authorId":"3586456304522184","name":"chew75","avatar":"https://static.tigerbbs.com/0b65a94b37740a49515943474017c19c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586456304522184","authorIdStr":"3586456304522184"},"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/121507791","repostId":"1152958237","repostType":4,"repost":{"id":"1152958237","kind":"news","pubTimestamp":1624460851,"share":"https://ttm.financial/m/news/1152958237?lang=en_US&edition=fundamental","pubTime":"2021-06-23 23:07","market":"us","language":"zh","title":"iPhone 13 uses fingerprint recognition, can really kill bangs!?","url":"https://stock-news.laohu8.com/highlight/detail?id=1152958237","media":"雷科技","summary":"下一代iPhone的传闻,在整个数码圈再度兴起波澜。","content":"<p>Rumors of the next generation of iPhone have once again created waves in the whole digital circle.</p><p>According to the domestic media \"Science and Technology Innovation Board Daily\", the supply chain news said that the next generation iPhone will be released in September this year, and this product may be named iPhone 12s or iPhone 13. It is reported that, unlike the iPhone 12 series, the design, screen and camera configuration of the next generation iPhone series will be fully upgraded, and it is expected to join the under-screen fingerprint unlocking technology for the first time.</p><p>Coincidentally, some time ago, American media \"Tom's Guide\" also broke the news that,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>In-screen fingerprint technology is being developed for the next generation of iPhone 13, which will be used as an auxiliary biometric function together with Face ID, completely replacing the existence of passwords.</p><p>All kinds of revelations about Apple's future models also make us more curious about the shape of the next generation iPhone.</p><p><b>Touch ID Coming back?</b></p><p>It seems nothing new for fruit fans to want Touch ID.</p><p>The so-called Touch ID is actually a fingerprint recognition technology of Apple. As early as 2013, Apple installed Touch iD function on iPhone 5s for the first time, which captured the love of a large number of fruit powders with its advantages of sensitive recognition and high security. Subsequently, this function appeared on devices such as iPad and Mac, and was also popular with fruit powder.</p><p><img src=\"https://static.tigerbbs.com/f8f93511c6a376d4aa6f08bd368ad9f8\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p>Unfortunately, in 2017, Apple launched its first full-screen model, the iPhone X. In order to get the iPhone completely rid of the Home button, Apple began to phase out Touch ID fingerprint recognition and instead adopt Face ID facial recognition function. So far, the iPhone series product line said goodbye to Touch iD for 3 years, until the emergence of iPhone SE 2020 in 2020.</p><p>Now it seems that although Apple said \"we won't do a second plan\", three years after the mass production of Face ID, Apple is really seriously considering the possibility of under-screen fingerprints. As early as January this year, many bloggers revealed that Apple planned to release iPhone with dual unlocking functions of Touch ID and Face ID in 2021, and relevant supply chain manufacturers gave a \"no comment\" answer, which made netizens feel more like a \"real hammer in disguise\".</p><p><img src=\"https://static.tigerbbs.com/dc7fca321658916961cd3e1c87313790\" tg-width=\"550\" tg-height=\"130\" referrerpolicy=\"no-referrer\"></p><p>In terms of technology, in November 2020, Apple filed a patent. In the patent document, Apple described that they had developed a technology called \"Shortwave Infrared Optical Imaging through Electronic Device Display\", which can re-add Touch ID to iPhone by using infrared light and penetrating display imaging technology without reintroducing the physical Home button.</p><p>In fact, this is not the first time that Apple has submitted a patent on fingerprint recognition. Since 2017, Apple has submitted research patents related to fingerprint recognition to the government every year. Apple also did not give up Touch ID on hardware. At the press conference in September 2020, the new iPad Air did not adopt Face ID technology because of cost reasons, and used side fingerprints for the first time. It can be seen that Apple does have a reserve of under-screen fingerprint recognition technology.</p><p><img src=\"https://static.tigerbbs.com/fab835daadeb290b6afe739a894546cf\" tg-width=\"550\" tg-height=\"185\" referrerpolicy=\"no-referrer\"></p><p>The question is, Apple obviously has Face ID that doesn't need to be touched, so why should it use under-screen Touch ID on iPhone?</p><p>It is true that Face ID is very convenient. Just aim the Face at the mobile phone to complete unlocking, online payment, etc., which provides users with an insensitive interactive experience, but this doesn't mean that it has no shortcomings. For example, during the epidemic, everyone will wear masks when going out. In this case, the recognition efficiency of Face ID will be greatly reduced, resulting in users often manually entering a 6-digit password to unlock it.</p><p><img src=\"https://static.tigerbbs.com/974ec913f5287215259d3181c5bcf195\" tg-width=\"550\" tg-height=\"344\" referrerpolicy=\"no-referrer\"></p><p>In addition, Face ID is still very particular about unlocking posture. Generally speaking, Face ID can only be successfully unlocked when the light is sufficient and the Face is at the same level as the iPhone. In some dark light environments or specific angles, for example, if you put your mobile phone on the desktop, flat on the desktop, or you lie on your side on the bed, the chance of successful Face ID unlocking will also decrease a lot.</p><p>By contrast, this is not the case with Touch ID. As long as the finger is placed in the designated identification area, the unlocking can be completed, which not only reduces the probability of unlocking failure, but also saves the trouble of manually entering the password. As those analysts said, from the current information, it is entirely possible that Apple will add Touch ID to future iPhones, and its constant patents tell us that Apple is not completely satisfied with Face ID.</p><p><b>This is the next iPhone</b></p><p>If Touch ID is coming back soon, what kind of iPhone will we usher in?</p><p>In terms of design, according to foreign media 9to5Mac, compared with the previous generation, the design of the next generation iPhone has not changed much. It is still the familiar front bangs screen, the square right-angled frame and the Lightning interface that has continued to this day. Due to the expanded battery capacity, the iPhone 13 will increase slightly in weight and thickness, and the 13's bangs may also shrink, it will \"flatten\" and narrow in the longitudinal direction with the width remaining the same.</p><p><img src=\"https://static.tigerbbs.com/07607e308eddf89176315f24a4d35fc7\" tg-width=\"550\" tg-height=\"412\" referrerpolicy=\"no-referrer\"></p><p>In terms of screen, according to foreign media MacRumors, the iPhone 13 series will not be equipped with high brush screen as standard. Only iPhone 13 Pro and iPhone 13 Pro Max series will use 120Hz high brush screen, while the screen of traditional digital series is still 60Hz. In addition, these two high-end models may be equipped with LTPO OLED panels that support adaptive refresh rates to achieve the effect of saving power consumption.</p><p>When it comes to the screen, we have to talk about the bangs of the iPhone 13 series. Judging from the latest renderings that have broken out so far, the screen bangs of iPhone 13 Pro have been greatly reduced. The reduction of screen bangs also helps to improve the visual experience, which means that the screen of iPhone 13 Pro series can display more content, and the impact of bangs on screen occlusion will also be reduced.</p><p><img src=\"https://static.tigerbbs.com/445863198c55d48a22a574f9eda54055\" tg-width=\"550\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>Finally, according to the previous predictions of many parties, the upgrade of the next generation iPhone will focus on the appearance and imaging system. According to the latest information released by Taiwanese media DigiTimes, all iPhone 13 models are equipped with sensor displacement optical image stabilization function as standard. Unfortunately, the main camera of this machine is likely to still be 12 million pixels. Only the main camera of two Pro series will be upgraded to 6P lens, the aperture will be further increased, and autofocus will be supported. These upgrades may be able to make up for the disadvantages of the previous iPhone Pro series in ultra-wide-angle night scene shooting.</p><p><img src=\"https://static.tigerbbs.com/6dd41612eb37ba30cd58e9d5090b0e74\" tg-width=\"960\" tg-height=\"540\" referrerpolicy=\"no-referrer\"></p><p><b>sum up</b></p><p>Judging from the current intelligence, Xiaolei believes that the chance of Touch ID's return is really not small. From the perspective of user demand, according to a survey by foreign media SellCell.com, the function that the vast majority of Apple users are looking forward to at present is the return of Touch ID, accounting for as much as 21%. Other high-brush screens, larger batteries, and smaller bangs can only fall behind.</p><p><img src=\"https://static.tigerbbs.com/55dd004ca467b5f82c2a76f882bb5482\" tg-width=\"550\" tg-height=\"256\" referrerpolicy=\"no-referrer\"></p><p>In terms of technology, the under-screen fingerprint technology on the market has become mature. According to the supply chain data, with the continuous promotion of Android manufacturers, Goodice's optical fingerprint module has achieved a leap in R&D in just a few years, the response speed has been accelerating, and the module price has become lower and lower. If the under-screen fingerprint scheme is lower in cost and better in appearance than Face ID, what reason does Apple have not to use it?</p><p>If the next generation iPhone really adds under-screen Touch ID, it means that Apple is indeed considering users. For users who hate Liu Haiping, it is undoubtedly a good thing that Apple can return to Touch ID. With Apple's endorsement, the new iPhone can easily access the original recognition system. In the future, even if you go out, you don't have to be troubled by fingerprints. You don't have to manually enter the password when you lie in bed, and even the payment can be done with one click. Everything is so beautiful.</p>","source":"lsy1582507589608","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>iPhone 13 uses fingerprint recognition, can really kill bangs!?</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\">\niPhone 13 uses fingerprint recognition, can really kill bangs!?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">雷科技</strong><span class=\"h-time small\">2021-06-23 23:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Rumors of the next generation of iPhone have once again created waves in the whole digital circle.</p><p>According to the domestic media \"Science and Technology Innovation Board Daily\", the supply chain news said that the next generation iPhone will be released in September this year, and this product may be named iPhone 12s or iPhone 13. It is reported that, unlike the iPhone 12 series, the design, screen and camera configuration of the next generation iPhone series will be fully upgraded, and it is expected to join the under-screen fingerprint unlocking technology for the first time.</p><p>Coincidentally, some time ago, American media \"Tom's Guide\" also broke the news that,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>In-screen fingerprint technology is being developed for the next generation of iPhone 13, which will be used as an auxiliary biometric function together with Face ID, completely replacing the existence of passwords.</p><p>All kinds of revelations about Apple's future models also make us more curious about the shape of the next generation iPhone.</p><p><b>Touch ID Coming back?</b></p><p>It seems nothing new for fruit fans to want Touch ID.</p><p>The so-called Touch ID is actually a fingerprint recognition technology of Apple. As early as 2013, Apple installed Touch iD function on iPhone 5s for the first time, which captured the love of a large number of fruit powders with its advantages of sensitive recognition and high security. Subsequently, this function appeared on devices such as iPad and Mac, and was also popular with fruit powder.</p><p><img src=\"https://static.tigerbbs.com/f8f93511c6a376d4aa6f08bd368ad9f8\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p>Unfortunately, in 2017, Apple launched its first full-screen model, the iPhone X. In order to get the iPhone completely rid of the Home button, Apple began to phase out Touch ID fingerprint recognition and instead adopt Face ID facial recognition function. So far, the iPhone series product line said goodbye to Touch iD for 3 years, until the emergence of iPhone SE 2020 in 2020.</p><p>Now it seems that although Apple said \"we won't do a second plan\", three years after the mass production of Face ID, Apple is really seriously considering the possibility of under-screen fingerprints. As early as January this year, many bloggers revealed that Apple planned to release iPhone with dual unlocking functions of Touch ID and Face ID in 2021, and relevant supply chain manufacturers gave a \"no comment\" answer, which made netizens feel more like a \"real hammer in disguise\".</p><p><img src=\"https://static.tigerbbs.com/dc7fca321658916961cd3e1c87313790\" tg-width=\"550\" tg-height=\"130\" referrerpolicy=\"no-referrer\"></p><p>In terms of technology, in November 2020, Apple filed a patent. In the patent document, Apple described that they had developed a technology called \"Shortwave Infrared Optical Imaging through Electronic Device Display\", which can re-add Touch ID to iPhone by using infrared light and penetrating display imaging technology without reintroducing the physical Home button.</p><p>In fact, this is not the first time that Apple has submitted a patent on fingerprint recognition. Since 2017, Apple has submitted research patents related to fingerprint recognition to the government every year. Apple also did not give up Touch ID on hardware. At the press conference in September 2020, the new iPad Air did not adopt Face ID technology because of cost reasons, and used side fingerprints for the first time. It can be seen that Apple does have a reserve of under-screen fingerprint recognition technology.</p><p><img src=\"https://static.tigerbbs.com/fab835daadeb290b6afe739a894546cf\" tg-width=\"550\" tg-height=\"185\" referrerpolicy=\"no-referrer\"></p><p>The question is, Apple obviously has Face ID that doesn't need to be touched, so why should it use under-screen Touch ID on iPhone?</p><p>It is true that Face ID is very convenient. Just aim the Face at the mobile phone to complete unlocking, online payment, etc., which provides users with an insensitive interactive experience, but this doesn't mean that it has no shortcomings. For example, during the epidemic, everyone will wear masks when going out. In this case, the recognition efficiency of Face ID will be greatly reduced, resulting in users often manually entering a 6-digit password to unlock it.</p><p><img src=\"https://static.tigerbbs.com/974ec913f5287215259d3181c5bcf195\" tg-width=\"550\" tg-height=\"344\" referrerpolicy=\"no-referrer\"></p><p>In addition, Face ID is still very particular about unlocking posture. Generally speaking, Face ID can only be successfully unlocked when the light is sufficient and the Face is at the same level as the iPhone. In some dark light environments or specific angles, for example, if you put your mobile phone on the desktop, flat on the desktop, or you lie on your side on the bed, the chance of successful Face ID unlocking will also decrease a lot.</p><p>By contrast, this is not the case with Touch ID. As long as the finger is placed in the designated identification area, the unlocking can be completed, which not only reduces the probability of unlocking failure, but also saves the trouble of manually entering the password. As those analysts said, from the current information, it is entirely possible that Apple will add Touch ID to future iPhones, and its constant patents tell us that Apple is not completely satisfied with Face ID.</p><p><b>This is the next iPhone</b></p><p>If Touch ID is coming back soon, what kind of iPhone will we usher in?</p><p>In terms of design, according to foreign media 9to5Mac, compared with the previous generation, the design of the next generation iPhone has not changed much. It is still the familiar front bangs screen, the square right-angled frame and the Lightning interface that has continued to this day. Due to the expanded battery capacity, the iPhone 13 will increase slightly in weight and thickness, and the 13's bangs may also shrink, it will \"flatten\" and narrow in the longitudinal direction with the width remaining the same.</p><p><img src=\"https://static.tigerbbs.com/07607e308eddf89176315f24a4d35fc7\" tg-width=\"550\" tg-height=\"412\" referrerpolicy=\"no-referrer\"></p><p>In terms of screen, according to foreign media MacRumors, the iPhone 13 series will not be equipped with high brush screen as standard. Only iPhone 13 Pro and iPhone 13 Pro Max series will use 120Hz high brush screen, while the screen of traditional digital series is still 60Hz. In addition, these two high-end models may be equipped with LTPO OLED panels that support adaptive refresh rates to achieve the effect of saving power consumption.</p><p>When it comes to the screen, we have to talk about the bangs of the iPhone 13 series. Judging from the latest renderings that have broken out so far, the screen bangs of iPhone 13 Pro have been greatly reduced. The reduction of screen bangs also helps to improve the visual experience, which means that the screen of iPhone 13 Pro series can display more content, and the impact of bangs on screen occlusion will also be reduced.</p><p><img src=\"https://static.tigerbbs.com/445863198c55d48a22a574f9eda54055\" tg-width=\"550\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>Finally, according to the previous predictions of many parties, the upgrade of the next generation iPhone will focus on the appearance and imaging system. According to the latest information released by Taiwanese media DigiTimes, all iPhone 13 models are equipped with sensor displacement optical image stabilization function as standard. Unfortunately, the main camera of this machine is likely to still be 12 million pixels. Only the main camera of two Pro series will be upgraded to 6P lens, the aperture will be further increased, and autofocus will be supported. These upgrades may be able to make up for the disadvantages of the previous iPhone Pro series in ultra-wide-angle night scene shooting.</p><p><img src=\"https://static.tigerbbs.com/6dd41612eb37ba30cd58e9d5090b0e74\" tg-width=\"960\" tg-height=\"540\" referrerpolicy=\"no-referrer\"></p><p><b>sum up</b></p><p>Judging from the current intelligence, Xiaolei believes that the chance of Touch ID's return is really not small. From the perspective of user demand, according to a survey by foreign media SellCell.com, the function that the vast majority of Apple users are looking forward to at present is the return of Touch ID, accounting for as much as 21%. Other high-brush screens, larger batteries, and smaller bangs can only fall behind.</p><p><img src=\"https://static.tigerbbs.com/55dd004ca467b5f82c2a76f882bb5482\" tg-width=\"550\" tg-height=\"256\" referrerpolicy=\"no-referrer\"></p><p>In terms of technology, the under-screen fingerprint technology on the market has become mature. According to the supply chain data, with the continuous promotion of Android manufacturers, Goodice's optical fingerprint module has achieved a leap in R&D in just a few years, the response speed has been accelerating, and the module price has become lower and lower. If the under-screen fingerprint scheme is lower in cost and better in appearance than Face ID, what reason does Apple have not to use it?</p><p>If the next generation iPhone really adds under-screen Touch ID, it means that Apple is indeed considering users. For users who hate Liu Haiping, it is undoubtedly a good thing that Apple can return to Touch ID. With Apple's endorsement, the new iPhone can easily access the original recognition system. In the future, even if you go out, you don't have to be troubled by fingerprints. You don't have to manually enter the password when you lie in bed, and even the payment can be done with one click. Everything is so beautiful.</p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"http://finance.sina.com.cn/tech/csj/2021-06-23/doc-ikqciyzk1421263.shtml\">雷科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/12379a9884b4da1581b2341ae272c330","relate_stocks":{"AAPL":"苹果"},"source_url":"http://finance.sina.com.cn/tech/csj/2021-06-23/doc-ikqciyzk1421263.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152958237","content_text":"下一代iPhone的传闻,在整个数码圈再度兴起波澜。\n根据国内媒体《科创板日报》报道,供应链方面的消息称,下一代iPhone手机即将在今年9月份发布,这款产品可能会被命名为iPhone 12s或者iPhone 13。据悉,不同于iPhone 12系列,下一代iPhone系列的设计、屏幕、相机配置都将迎来全面升级,并有望首次加入屏下指纹解锁技术。\n无独有偶,前段时间美国媒体《Tom‘s Guide》也曾爆料称,苹果正在为下一代iPhone 13研发屏内指纹技术,这一功能将与Face ID一起作为辅助生物识别功能,彻底取代密码的存在。\n关于苹果未来机型的种种爆料,也让我们愈加好奇下一代iPhone的形态。\nTouch ID要回来了?\n果粉想要Touch ID,似乎并不是什么新鲜事。\n所谓Touch ID,其实就是苹果公司的一种指纹识别技术。早在2013年,苹果公司在iPhone 5s上首次实装Touch iD功能,该功能便以其识别灵敏、安全性高的优势,俘获了一大批果粉的喜爱。随后,该功能更是在iPad和Mac等设备上出现,同样饱受果粉的欢迎。\n\n遗憾的是,2017年,苹果推出了旗下首款全面屏机型iPhone X。为了让iPhone彻底摆脱Home键,苹果开始逐步淘汰Touch ID指纹识别,转而采用Face ID面部识别功能。至此,iPhone系列产品线告别Touch iD达到3年之久,直到2020年iPhone SE 2020的出现。\n现在看来,虽然苹果说过“我们不会做第二套方案”,但在Face ID量产三年后,苹果确实在认真考虑屏下指纹的可能性。早在今年一月,就有不少博主透露了苹果计划在2021年发布支持Touch ID和Face ID双解锁功能iPhone的消息,而相关供应链厂商给出“不予置评”的答复,让网友们感觉更像是“变相实锤”。\n\n技术方面,2020年11月,苹果曾经提交了一则专利。在专利文件上苹果描述称,他们研发了一项名为 “通过电子设备显示屏进行短波红外光学成像 ”的技术,该技术可以在不重新引入实体Home键的情况下,利用红外光和穿透式显示屏成像技术,将Touch ID重新添加到iPhone上。\n事实上,这并不是苹果第一次提交有关指纹识别的专利,从2017年开始,苹果每年都会向政府提交指纹识别的相关研究专利。苹果也没有在硬件上放弃Touch ID,在2020年9月的发布会上,新款iPad Air就因为成本原因没有采用Face ID技术,破天荒地使用了侧边指纹。由此可见,苹果确实有屏下指纹识别技术的储备。\n\n问题来了,苹果明明有了不用触摸的Face ID,为何还要在iPhone上使用屏下Touch ID呢?\n诚然,Face ID很方便,只需将人脸对准手机,即可完成解锁、在线支付等,给用户提供了一种无感的交互体验,但是这并不代表它没有缺点。例如疫情期间,大家出门都会佩戴口罩,在这种情况下Face ID的识别效率就会大打折扣,导致用户经常手动输入6位数密码来解锁。\n\n此外,Face ID还是非常讲究解锁姿势的。一般来说,只有在光照充足、当人脸与iPhone处于同一水平位置时,Face ID才可以解锁成功。在一些暗光环境或特定的角度下,例如你将手机放在桌面,将手机平放在桌面又或者是你侧躺在床上,Face ID解锁成功的几率也会下降不少。\n作为对比,Touch ID就不会遇到这种情况。只要将手指放在指定识别区域内,即可完成解锁,不仅减少了解锁失败的概率,还省去了手动输入密码的麻烦。正如那些分析师所言,从目前的信息来看,苹果完全有可能会在未来的iPhone中增加Touch ID,而它不断提交的专利也在告诉我们:苹果并没有对Face ID感到完全满意。\n这就是下一代iPhone\n如果Touch ID即将回归,那我们会迎来一款怎样的iPhone?\n外观设计方面,根据外媒9to5Mac报道,和前代产品相比,下一代iPhone的设计变化不大,依然是熟悉的正面刘海屏幕、方方正正的直角边框还有延续至今的Lightning接口。由于电池容量扩大,iPhone 13在重量和厚度上会略微增加,13的刘海也可能会缩小,它将会“变扁”,在纵向上收窄,宽度保持不变。\n\n屏幕方面,据外媒MacRumors报道,iPhone 13系列并不会全系标配高刷屏。只有iPhone 13 Pro、iPhone 13 Pro Max系列才会采用120Hz的高刷屏,而传统数字系列的屏幕依旧是60Hz。此外,这两款高端机型可能会配备LTPO OLED面板,支持自适应刷新率,以此达到节省功耗的效果。\n讲到屏幕,就不得不聊下iPhone 13系列的刘海。从目前爆出的最新渲染图来看,iPhone 13 Pro的屏幕刘海部分大幅缩减。屏幕刘海体积缩小,同样有助于提升视觉体验,这也就意味着iPhone 13 Pro系列的屏幕可以显示更多的内容,刘海对屏幕遮挡的影响也会随之减小。\n\n最后,按照此前多方预测的消息,下一代iPhone的升级将集中在外观和影像系统上。根据台媒DigiTimes最新发布的信息,iPhone 13全系列机型均标配传感器位移式光学图像防抖功能。遗憾的是,该机主摄很可能依然是1200万像素,只有两款Pro系列的主摄会升级为6P镜头,光圈也进一步增大,并且支持自动对焦,这些升级或许能够弥补此前iPhone Pro系列在超广角夜景拍摄上的劣势。\n\n总结\n从目前的情报来看,小雷认为Touch ID回归的机会确实不小。从用户需求的角度来看,根据外媒SellCell.com的一项调查,目前绝大多数苹果用户期待的功能是Touch ID的回归,占比高达21%。其他的高刷屏幕、更大电池、更小刘海都只能屈居其后。\n\n技术方面,目前市面上的屏下指纹技术已经趋于成熟。根据供应链数据,在安卓厂商的不断推动下,汇顶的光学指纹模组在短短几年间已经实现了研发飞跃,响应速度不断加快,模组价格变得越来越低。如果屏下指纹方案对比Face ID成本更低、观感更优秀,那苹果还有什么理由不用呢?\n如果下一代iPhone真的加入了屏下Touch ID,那么说明苹果确实有在为用户考虑。对于讨厌刘海屏的用户来说,苹果能够回归Touch ID无疑是一件好事。有着苹果的背书,新iPhone可以很轻易地接入原有的识别系统。以后,即便出门在外也不用被指纹困扰,躺在床上不必手动输入密码,就连支付也能一按搞定,一切都是那么美好。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165894916,"gmtCreate":1624113645835,"gmtModify":1703828986465,"author":{"id":"3586456304522184","authorId":"3586456304522184","name":"chew75","avatar":"https://static.tigerbbs.com/0b65a94b37740a49515943474017c19c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586456304522184","authorIdStr":"3586456304522184"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165894916","repostId":"2144170319","repostType":4,"isVote":1,"tweetType":1,"viewCount":1337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":142916348,"gmtCreate":1626121504884,"gmtModify":1703753689305,"author":{"id":"3586456304522184","authorId":"3586456304522184","name":"chew75","avatar":"https://static.tigerbbs.com/0b65a94b37740a49515943474017c19c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586456304522184","idStr":"3586456304522184"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/142916348","repostId":"1144018470","repostType":4,"isVote":1,"tweetType":1,"viewCount":4393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141957290,"gmtCreate":1625835844910,"gmtModify":1703749503927,"author":{"id":"3586456304522184","authorId":"3586456304522184","name":"chew75","avatar":"https://static.tigerbbs.com/0b65a94b37740a49515943474017c19c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586456304522184","idStr":"3586456304522184"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/141957290","repostId":"1153517973","repostType":4,"repost":{"id":"1153517973","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":1625833888,"share":"https://ttm.financial/m/news/1153517973?lang=en_US&edition=fundamental","pubTime":"2021-07-09 20:31","market":"us","language":"zh","title":"Netflix Q2 earnings preview: Will the \"horror\" scene be staged again?","url":"https://stock-news.laohu8.com/highlight/detail?id=1153517973","media":"老虎资讯综合","summary":"7月9日消息,新增用户可谓是Netflix, Inc. 的恐怖数据,在Q1,因为新增用户增长不及预期,市场完全忽略财报业绩超预期,财报发布的盘后直接将股价打下10个点,使得尽管奈飞Q2股价保持上行,但","content":"<p>July 9th news, new users can be described as<a href=\"https://laohu8.com/S/NFLX\">Netflix, Inc.</a>The horrible data, in Q1, because the growth of new users was less than expected, the market completely ignored the performance of the financial report that exceeded expectations. After the release of the financial report, the stock price was directly lowered by 10 points, so that although Netflix's share price in Q2 kept going up, the stock price still did not return to $549.57 on the eve of the first quarterly report.</p><p><img src=\"https://static.tigerbbs.com/62c5c7fe1d4932c67ef807197daa3dce\" tg-width=\"663\" tg-height=\"440\" referrerpolicy=\"no-referrer\"></p><p>After the US stock market on July 20th, Netflix will release its 2021 Q2 financial report. Will the \"horror\" scene be staged again? What are the key points to focus on.</p><p><b>First Quarter Results Review</b></p><p>Netflix's profit and revenue in the first quarter of this year were higher than market expectations, but the user growth dropped sharply, and the decline far exceeded expectations. As a result, after the results were announced, Netflix's share price plunged after the hours, and it quickly dropped by more than 10%, once falling to 13%.</p><p>According to the financial report, Netflix's revenue in the first quarter was USD 7.16 billion, a year-on-year increase of 24%, exceeding the market expectation of USD 7.14 billion; Diluted earnings per share (EPS) of $3.75, up 139% year over year and above the market estimate of $2.98; Net income was $1.707 billion, up 141% year-over-year, compared with $709 million in the same period last year.</p><p><img src=\"https://static.tigerbbs.com/03edbbf55e3473625b74db2f5593e02a\" tg-width=\"633\" tg-height=\"399\" referrerpolicy=\"no-referrer\"></p><p>In addition, Netflix's gross profit margin reached a record high of 46% in the first quarter, mainly due to the delay of content production and the decrease in cost. The market expects that the gross profit margin will decline to 44% in the second quarter.</p><p>What gave the stock price a \"wake-up call\" in the first quarter was the aforementioned number of new users. The financial report shows that,<b>In the first quarter, Netflix's global paying subscribers only increased by 3.98 million, nearly 37% lower than the market expectation of 6.29 million, and nearly 75% lower than the net increase in paying subscribers in the first quarter of last year</b>The market expects a year-on-year decrease of approximately 60% in net users.</p><p><img src=\"https://static.tigerbbs.com/e98b98696cd8ec1444f7eb1e423d54e2\" tg-width=\"554\" tg-height=\"285\" referrerpolicy=\"no-referrer\"></p><p>The lower-than-expected subscriber growth was mainly due to the faster growth in 2020 overdrawing future subscriber increments and the growth in offline activity as a result of the economic recovery.</p><p><b>What factors are worth paying attention to in the second quarter:</b></p><p><b>1. Can new users return to high-speed growth?</b></p><p>Regarding the weak growth of new users in the industry in the first quarter, Netflix believes that it is mainly attributed to the base effect and the epidemic affecting content production, or the rapid growth in 2020 overdrawn the future user increase and the growth of offline activities brought by economic recovery.</p><p>Will this get better in the second quarter? In the short term, due to the high uncertainty of the epidemic on a global scale, the production of superimposed dramas has not fully recovered.<b>Therefore, the company's user growth remains uncertain in the short term.</b>However, relying on huge content barriers and user experience, the company's overall user retention rate is still improving, and user stickiness is still good. The company also continued to improve ARPPU by raising subscription prices and improving account systems. In the first quarter, the company's overall ARPPU was US$11.5 (+6.1%), a significant improvement compared with the previous quarter.</p><p><b>In the long run, the general trend of users migrating from traditional media to streaming media platforms has not changed.</b>Netflix will continue to benefit from this big trend. The peak level of TV households in the world (excluding China) is close to 800 million. Compared with Netflix's 200 million users, there is still plenty of space.</p><p><b>Netflix continues to improve its content production capabilities as competition for streaming media intensifies</b></p><p><b>In the second quarter, content production made obvious efforts.</b>At the end of June, Netflix announced a partnership with Amblin Partners, led by globally renowned director Steven Spielberg. Under the agreement, Amblin expects to produce at least two movies per year for Netflix, with a specific start time yet to be determined. Spielberg may even be personally responsible for some of the films, and Netflix is expected to fund some of them. Amblin's previous production of \"Green Book\" won the 2019 Academy Award for Best Picture.</p><p>In addition, Netflix has also demonstrated ambitions in the field of virtual reality and gaming. Recently, Netflix announced that it has cooperated with its powerful<a href=\"https://c.duomai.com/track.php?site_id=242986&euid=&t=https%3A%2F%2Flist.jd.com%2Flist.html%3Fcat%3D737%2C794%2C798%26ev%3D4155_76344%26sort%3Dsort_rank_asc%26trans%3D1%26JL%3D2_1_0%23J_crumbsBar\" target=\"_blank\">television</a>Producer Shonda Rhimes strikes a new deal. The series Bridgerton, produced by Remus, shined on Netflix. According to Netflix, \"Bridgerton\" is the most-watched show in the streaming platform's history.</p><p>The new deal strengthens Netflix's partnership with Remus in several ways, such as opening the door to drama films and investing in Remus' company programming to diversify Hollywood before and after the camera.<b>Netflix also said that the partnership with Remus also includes the opportunity to exclusively produce and distribute potential games and virtual reality content.</b></p><p><b>In the long run, CITIC Securities said that Netflix's competitive advantage is still obvious.</b>The market is generally concerned about the impact of mainstream entertainment companies such as Warner, Disney, and NBCU, as well as tech giants such as Apple and Amazon, on Netflix's subscriber growth. However, Netflix relies on its industrialized production capacity, strong content recommendation and operation capabilities, and its competitive barriers are still prominent, and the company's continuous improvement on the mobile side (such as caching and short comedy) will further enhance user stickiness.</p><p>At present, Netflix accounts for less than 10% of the duration of American TV, and the medium and long-term TAM is still broad. With the continuous optimization of Netflix's content production and cash management, and the improvement of profit from network effect and scale effect brought by superimposed user growth, Netflix's asset-liability structure and cash creation ability are expected to be greatly improved.</p><p>According to Netflix's first-quarter shareholder letter, the company repaid $500 million in debt in the first quarter and plans to compress the debt scale to $10-15 billion. In 2021, a repurchase program of no more than $5 billion will be conducted on the basis of FCF achieving balance. The positive progress of capital structure and shareholder policies will also positively support the company's stock price in the medium and long term.</p><p><b>Second-quarter guidance from Netflix</b></p><p>In terms of performance guidance,<b>Netflix expects to add 1 million new paying users in the second quarter, far less than the net increase of 10.06 million in the second quarter of last year</b>,<b>It is also far below the market expectation of a net increase of 4.44 million</b>; It expects second-quarter EPS of $3.16, higher than market expectations of $2.67.</p><p><b>What Bloomberg thinks about Netflix's second-quarter results</b></p><p>Bloomberg consensus expects Netflix's revenue in the second quarter to be $7.322 billion, a year-on-year increase of 19.1%; Adjusted net income was $1.544 billion, up 35.2% year-over-year; Adjusted earnings of $3.34 per share, up 33.1% year over year.</p><p><img src=\"https://static.tigerbbs.com/d28c18ac772955d78f138edf2b350102\" tg-width=\"1715\" tg-height=\"872\" 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>Netflix Q2 earnings preview: Will the \"horror\" scene be staged again?</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\">\nNetflix Q2 earnings preview: Will the \"horror\" scene be staged again?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-09 20:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>July 9th news, new users can be described as<a href=\"https://laohu8.com/S/NFLX\">Netflix, Inc.</a>The horrible data, in Q1, because the growth of new users was less than expected, the market completely ignored the performance of the financial report that exceeded expectations. After the release of the financial report, the stock price was directly lowered by 10 points, so that although Netflix's share price in Q2 kept going up, the stock price still did not return to $549.57 on the eve of the first quarterly report.</p><p><img src=\"https://static.tigerbbs.com/62c5c7fe1d4932c67ef807197daa3dce\" tg-width=\"663\" tg-height=\"440\" referrerpolicy=\"no-referrer\"></p><p>After the US stock market on July 20th, Netflix will release its 2021 Q2 financial report. Will the \"horror\" scene be staged again? What are the key points to focus on.</p><p><b>First Quarter Results Review</b></p><p>Netflix's profit and revenue in the first quarter of this year were higher than market expectations, but the user growth dropped sharply, and the decline far exceeded expectations. As a result, after the results were announced, Netflix's share price plunged after the hours, and it quickly dropped by more than 10%, once falling to 13%.</p><p>According to the financial report, Netflix's revenue in the first quarter was USD 7.16 billion, a year-on-year increase of 24%, exceeding the market expectation of USD 7.14 billion; Diluted earnings per share (EPS) of $3.75, up 139% year over year and above the market estimate of $2.98; Net income was $1.707 billion, up 141% year-over-year, compared with $709 million in the same period last year.</p><p><img src=\"https://static.tigerbbs.com/03edbbf55e3473625b74db2f5593e02a\" tg-width=\"633\" tg-height=\"399\" referrerpolicy=\"no-referrer\"></p><p>In addition, Netflix's gross profit margin reached a record high of 46% in the first quarter, mainly due to the delay of content production and the decrease in cost. The market expects that the gross profit margin will decline to 44% in the second quarter.</p><p>What gave the stock price a \"wake-up call\" in the first quarter was the aforementioned number of new users. The financial report shows that,<b>In the first quarter, Netflix's global paying subscribers only increased by 3.98 million, nearly 37% lower than the market expectation of 6.29 million, and nearly 75% lower than the net increase in paying subscribers in the first quarter of last year</b>The market expects a year-on-year decrease of approximately 60% in net users.</p><p><img src=\"https://static.tigerbbs.com/e98b98696cd8ec1444f7eb1e423d54e2\" tg-width=\"554\" tg-height=\"285\" referrerpolicy=\"no-referrer\"></p><p>The lower-than-expected subscriber growth was mainly due to the faster growth in 2020 overdrawing future subscriber increments and the growth in offline activity as a result of the economic recovery.</p><p><b>What factors are worth paying attention to in the second quarter:</b></p><p><b>1. Can new users return to high-speed growth?</b></p><p>Regarding the weak growth of new users in the industry in the first quarter, Netflix believes that it is mainly attributed to the base effect and the epidemic affecting content production, or the rapid growth in 2020 overdrawn the future user increase and the growth of offline activities brought by economic recovery.</p><p>Will this get better in the second quarter? In the short term, due to the high uncertainty of the epidemic on a global scale, the production of superimposed dramas has not fully recovered.<b>Therefore, the company's user growth remains uncertain in the short term.</b>However, relying on huge content barriers and user experience, the company's overall user retention rate is still improving, and user stickiness is still good. The company also continued to improve ARPPU by raising subscription prices and improving account systems. In the first quarter, the company's overall ARPPU was US$11.5 (+6.1%), a significant improvement compared with the previous quarter.</p><p><b>In the long run, the general trend of users migrating from traditional media to streaming media platforms has not changed.</b>Netflix will continue to benefit from this big trend. The peak level of TV households in the world (excluding China) is close to 800 million. Compared with Netflix's 200 million users, there is still plenty of space.</p><p><b>Netflix continues to improve its content production capabilities as competition for streaming media intensifies</b></p><p><b>In the second quarter, content production made obvious efforts.</b>At the end of June, Netflix announced a partnership with Amblin Partners, led by globally renowned director Steven Spielberg. Under the agreement, Amblin expects to produce at least two movies per year for Netflix, with a specific start time yet to be determined. Spielberg may even be personally responsible for some of the films, and Netflix is expected to fund some of them. Amblin's previous production of \"Green Book\" won the 2019 Academy Award for Best Picture.</p><p>In addition, Netflix has also demonstrated ambitions in the field of virtual reality and gaming. Recently, Netflix announced that it has cooperated with its powerful<a href=\"https://c.duomai.com/track.php?site_id=242986&euid=&t=https%3A%2F%2Flist.jd.com%2Flist.html%3Fcat%3D737%2C794%2C798%26ev%3D4155_76344%26sort%3Dsort_rank_asc%26trans%3D1%26JL%3D2_1_0%23J_crumbsBar\" target=\"_blank\">television</a>Producer Shonda Rhimes strikes a new deal. The series Bridgerton, produced by Remus, shined on Netflix. According to Netflix, \"Bridgerton\" is the most-watched show in the streaming platform's history.</p><p>The new deal strengthens Netflix's partnership with Remus in several ways, such as opening the door to drama films and investing in Remus' company programming to diversify Hollywood before and after the camera.<b>Netflix also said that the partnership with Remus also includes the opportunity to exclusively produce and distribute potential games and virtual reality content.</b></p><p><b>In the long run, CITIC Securities said that Netflix's competitive advantage is still obvious.</b>The market is generally concerned about the impact of mainstream entertainment companies such as Warner, Disney, and NBCU, as well as tech giants such as Apple and Amazon, on Netflix's subscriber growth. However, Netflix relies on its industrialized production capacity, strong content recommendation and operation capabilities, and its competitive barriers are still prominent, and the company's continuous improvement on the mobile side (such as caching and short comedy) will further enhance user stickiness.</p><p>At present, Netflix accounts for less than 10% of the duration of American TV, and the medium and long-term TAM is still broad. With the continuous optimization of Netflix's content production and cash management, and the improvement of profit from network effect and scale effect brought by superimposed user growth, Netflix's asset-liability structure and cash creation ability are expected to be greatly improved.</p><p>According to Netflix's first-quarter shareholder letter, the company repaid $500 million in debt in the first quarter and plans to compress the debt scale to $10-15 billion. In 2021, a repurchase program of no more than $5 billion will be conducted on the basis of FCF achieving balance. The positive progress of capital structure and shareholder policies will also positively support the company's stock price in the medium and long term.</p><p><b>Second-quarter guidance from Netflix</b></p><p>In terms of performance guidance,<b>Netflix expects to add 1 million new paying users in the second quarter, far less than the net increase of 10.06 million in the second quarter of last year</b>,<b>It is also far below the market expectation of a net increase of 4.44 million</b>; It expects second-quarter EPS of $3.16, higher than market expectations of $2.67.</p><p><b>What Bloomberg thinks about Netflix's second-quarter results</b></p><p>Bloomberg consensus expects Netflix's revenue in the second quarter to be $7.322 billion, a year-on-year increase of 19.1%; Adjusted net income was $1.544 billion, up 35.2% year-over-year; Adjusted earnings of $3.34 per share, up 33.1% year over year.</p><p><img src=\"https://static.tigerbbs.com/d28c18ac772955d78f138edf2b350102\" tg-width=\"1715\" tg-height=\"872\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e2224e6b43e75f835dbd8bb6d8c4972c","relate_stocks":{"NFLX":"奈飞"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153517973","content_text":"7月9日消息,新增用户可谓是Netflix, Inc. 的恐怖数据,在Q1,因为新增用户增长不及预期,市场完全忽略财报业绩超预期,财报发布的盘后直接将股价打下10个点,使得尽管奈飞Q2股价保持上行,但股价仍未回到一季报前夜的549.57美元。\n\n7月20日美股盘后,奈飞将发布2021年Q2财务报告,“恐怖”一幕会再次上演吗?有哪些要点值得关注。\n一季度业绩回顾\n奈飞今年一季度的盈利和收入都高于市场预期,但用户增长大幅下滑,下降的幅度远超预期,导致在业绩公布后,奈飞股价在盘后跳水,跌幅迅速超过10%,一度跌至13%。\n财报显示,一季度奈飞营收71.6亿美元,同比增长24%,超出市场预期的71.4亿美元;稀释后每股收益(EPS)3.75美元,同比增长139%,高于市场预期的2.98美元;净利润17.07亿美元,同比增长141%,去年同期为7.09亿美元。\n\n此外,奈飞一季度毛利率创新高至46%,主要原因是内容制作延期,成本下降所致。市场预期,二季度毛利率将下滑至44%。\n一季度给股价“当头棒喝”的是前面提到的新增用户数。财报显示,一季度奈飞的全球付费用户仅净增加398万,比市场预期增幅629万低近37%,较去年一季度的净增付费用户同比减少将近75%,市场预期净增用户的同比降幅约为60%。\n\n用户增长不及预期的主要原因是,2020年较快的增长透支了未来的用户增量,以及经济复苏带来的线下活动增长。\n二季度有哪些因素值得关注:\n1、新增用户能否重回高速增长?\n对于一季度业新增用户增长疲软,奈飞方面认为,主要归咎于基数效应和疫情影响内容生产,或者说是2020年较快的增长透支了未来的用户增量,以及经济复苏带来的线下活动增长。\n二季度这种情况会好转吗?短期看,由于疫情在全球范围内的不确定性仍然较高,叠加剧集制作未能完全恢复,因此,短期内公司用户增长仍面临不确定性。不过,依靠庞大的内容壁垒以及用户体验,公司整体的用户留存率仍在提升,用户粘性依旧较好。而公司亦通过上调订阅价格、完善账户体系等方式,持续提升ARPPU,一季度公司整体ARPPU为11.5美元(+6.1%),相较上季度改善显著。\n长期看,用户从传统媒体向流媒体平台迁移的大趋势没有改变,奈飞将会持续受益于这一大趋势。全球(不包含中国)电视家庭数的高峰水平接近8亿,对比奈飞2亿的用户数来看,空间依然非常充足。\n2、流媒体竞争白热化,奈飞继续提升内容制作能力\n二季度内容制作发力明显。6月底,奈飞宣布与全球知名导演史蒂文·斯皮尔伯格领导的Amblin Partners达成合作关系。根据协议,Amblin预计每年至少为Netflix制作两部电影,具体开始时间暂未确定。斯皮尔伯格甚至有可能亲自负责一些电影,预计奈飞将为其中一些作品提供资金。Amblin此前制作的《绿皮书》,摘得2019年奥斯卡最佳影片奖。\n此外,奈飞还展示出对虚拟现实和游戏领域的野心。近日,奈飞宣布已同实力强大的电视制作人珊达·莱姆斯(Shonda Rhimes)达成新协议。莱姆斯制作的系列剧《布里奇顿》在Netflix上大放异彩。据Netflix称,《布里奇顿》是该流媒体平台历史上收视率最高的一部剧。\n这次的新交易从几个方面强化了Netflix与莱姆斯的合作,比如为剧情电影敞开大门、投资莱姆斯的公司节目使镜头前后的好莱坞更多样化。Netflix还表示,和莱姆斯的合作也包括独家制作和分发潜在游戏与虚拟现实内容的机会。\n长期看,中信证券表示,奈飞的竞争优势依旧明显。市场普遍担忧华纳、迪士尼、NBCU等主流娱乐公司以及苹果、亚马逊等科技巨头对奈飞用户增长的冲击。但奈飞依靠工业化的生产能力、强大的内容推荐与运营能力,其竞争壁垒依旧突出,而公司在移动端的持续改进(例如缓存、短喜剧)等将进一步提升用户粘性。\n当前,奈飞占到美国TV的时长不足10%,中长期的TAM依旧广阔。而随着奈飞在内容生产、现金管理上的持续优化,叠加用户增长带来的网络效应、规模效应对利润的改善,奈飞资产负债结构、现金创造能力料将大幅改善。\n据奈飞一季度股东信,公司一季度偿还5亿美元债务,并计划将债务规模压缩至100-150亿美元。2021年在FCF实现平衡的基础上,进行不超过50亿美元的回购计划。而资本结构、股东政策的积极进展,亦将对公司中长期股价产生正向支撑。\n奈飞提供的二季度业绩指导\n在业绩指引方面,奈飞预计,二季度新增付费用户100万,远不及去年二季度的净增1006万,也远低于市场预期的净增444万;预计二季度EPS 3.16美元,高于市场预期的2.67美元。\n彭博社如何看奈飞二季度业绩\n彭博社一致预期,奈飞二季度营收为73.22亿美元,同比增长19.1%;调整后净利润为15.44亿美元,同比增长35.2%;调整后每股收益3.34美元,同比增长33.1%。","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":3932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145445796,"gmtCreate":1626241425115,"gmtModify":1703756177169,"author":{"id":"3586456304522184","authorId":"3586456304522184","name":"chew75","avatar":"https://static.tigerbbs.com/0b65a94b37740a49515943474017c19c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586456304522184","idStr":"3586456304522184"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/145445796","repostId":"1126251044","repostType":4,"repost":{"id":"1126251044","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":1626218657,"share":"https://ttm.financial/m/news/1126251044?lang=en_US&edition=fundamental","pubTime":"2021-07-14 07:24","market":"hk","language":"zh","title":"The first-hand winning rate of Yimaitong is 5%, and the subscription of 90 lots is stable","url":"https://stock-news.laohu8.com/highlight/detail?id=1126251044","media":"老虎资讯综合","summary":"7月14日,医脉通发布公告,公司全球发售约1.55亿股股份,其中香港发售股份7754.8万股,国际发售股份7754.8万股,另有15%超额配股权;发售价已厘定为每股发售股份27.20港元,每手买卖单位","content":"<p>On July 14,<a href=\"https://laohu8.com/S/02192\">Yimaitong</a>Announced that the company offered about 155 million shares globally, including 77.548 million shares offered in Hong Kong, 77.548 million shares offered internationally, and 15% over-allotment option; The Offer Price has been determined at HK$27.20 per Offer Share with board lot of 500 Shares;<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>And<a href=\"https://laohu8.com/S/00665\">Haitong International</a>As the Joint Sponsors, it is expected that the Shares will be listed on the Main Board of the Stock Exchange on 15 July 2021.</p><p><b>The relevant data of Tiger Information are as follows:</b></p><p><img src=\"https://static.tigerbbs.com/fa9b3e669a6b601bd6f663db62eb0518\" tg-width=\"1059\" tg-height=\"824\"></p><p><b>Assignment Results:</b></p><p>Group A has 500 shares per lot, with a successful rate of 5% in one lot, and 90 lots are subscribed for a steady one.</p><p>The head of Group B is 200,000 shares (400 lots) and will be allocated 1,000 shares (2 lots).</p><p><img src=\"https://static.tigerbbs.com/836a351342d5d77d292efd488168758f\" tg-width=\"863\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/21001441e923fa8b5c5f3e75ed77dcb8\" tg-width=\"873\" tg-height=\"538\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/4701c7bcc7cc26514d87a7f555b281bc\" tg-width=\"856\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p><p>The Offer Shares initially offered under the International Offering were significantly over-subscribed, representing approximately 31.2 times the total number of Offer Shares initially available under the International Offering. The Hong Kong Public Offer Shares initially offered under the Hong Kong Public Offering were significantly over-subscribed. The Company received a total of 626,195 valid applications for a total of 9,188 million Hong Kong Public Offer Shares, representing approximately 592.41 times the total number of Hong Kong Public Offer Shares initially available under the Hong Kong Public Offering.</p><p>Pursuant to the Offer Price of HK$27.20 per Share and the Cornerstone Investment Agreement, the Cornerstone Investors subscribe for an aggregate of 62,784,500 Offer Shares, representing approximately 9.10% of the issued share capital upon completion of the Global Offering (assuming that the Over-allotment Option is not exercised and without taking into account any Shares which may be issued upon the exercise of options granted or to be granted under the Share Option Scheme); and approximately 40.48% of the number of Offer Shares under the Global Offering (assuming the Over-allotment Option is not exercised).</p><p>Based on the Offer Price of HK$27.20 per Offer Share, the Company estimates to receive net proceeds from the Global Offering of approximately HK$4,001 million. Of which, approximately 40% of the net proceeds are intended to be used for business expansion in the next three to five years; approximately 30% is intended to be used to invest in technology and enhance research and development capabilities in the next three to five years; approximately 20% is intended for carefully selected strategic investment or acquisition opportunities; And approximately 10% is intended for general replenishment of working capital and other general corporate purposes.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The first-hand winning rate of Yimaitong is 5%, and the subscription of 90 lots is stable</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe first-hand winning rate of Yimaitong is 5%, and the subscription of 90 lots is stable\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 07:24</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On July 14,<a href=\"https://laohu8.com/S/02192\">Yimaitong</a>Announced that the company offered about 155 million shares globally, including 77.548 million shares offered in Hong Kong, 77.548 million shares offered internationally, and 15% over-allotment option; The Offer Price has been determined at HK$27.20 per Offer Share with board lot of 500 Shares;<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>And<a href=\"https://laohu8.com/S/00665\">Haitong International</a>As the Joint Sponsors, it is expected that the Shares will be listed on the Main Board of the Stock Exchange on 15 July 2021.</p><p><b>The relevant data of Tiger Information are as follows:</b></p><p><img src=\"https://static.tigerbbs.com/fa9b3e669a6b601bd6f663db62eb0518\" tg-width=\"1059\" tg-height=\"824\"></p><p><b>Assignment Results:</b></p><p>Group A has 500 shares per lot, with a successful rate of 5% in one lot, and 90 lots are subscribed for a steady one.</p><p>The head of Group B is 200,000 shares (400 lots) and will be allocated 1,000 shares (2 lots).</p><p><img src=\"https://static.tigerbbs.com/836a351342d5d77d292efd488168758f\" tg-width=\"863\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/21001441e923fa8b5c5f3e75ed77dcb8\" tg-width=\"873\" tg-height=\"538\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/4701c7bcc7cc26514d87a7f555b281bc\" tg-width=\"856\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p><p>The Offer Shares initially offered under the International Offering were significantly over-subscribed, representing approximately 31.2 times the total number of Offer Shares initially available under the International Offering. The Hong Kong Public Offer Shares initially offered under the Hong Kong Public Offering were significantly over-subscribed. The Company received a total of 626,195 valid applications for a total of 9,188 million Hong Kong Public Offer Shares, representing approximately 592.41 times the total number of Hong Kong Public Offer Shares initially available under the Hong Kong Public Offering.</p><p>Pursuant to the Offer Price of HK$27.20 per Share and the Cornerstone Investment Agreement, the Cornerstone Investors subscribe for an aggregate of 62,784,500 Offer Shares, representing approximately 9.10% of the issued share capital upon completion of the Global Offering (assuming that the Over-allotment Option is not exercised and without taking into account any Shares which may be issued upon the exercise of options granted or to be granted under the Share Option Scheme); and approximately 40.48% of the number of Offer Shares under the Global Offering (assuming the Over-allotment Option is not exercised).</p><p>Based on the Offer Price of HK$27.20 per Offer Share, the Company estimates to receive net proceeds from the Global Offering of approximately HK$4,001 million. Of which, approximately 40% of the net proceeds are intended to be used for business expansion in the next three to five years; approximately 30% is intended to be used to invest in technology and enhance research and development capabilities in the next three to five years; approximately 20% is intended for carefully selected strategic investment or acquisition opportunities; And approximately 10% is intended for general replenishment of working capital and other general corporate purposes.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{"02192":"医脉通"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126251044","content_text":"7月14日,医脉通发布公告,公司全球发售约1.55亿股股份,其中香港发售股份7754.8万股,国际发售股份7754.8万股,另有15%超额配股权;发售价已厘定为每股发售股份27.20港元,每手买卖单位500股;高盛及海通国际为联席保荐人,预期股份将于2021年7月15日于联交所主板挂牌上市。\n老虎资讯整理相关数据如下:\n\n分配结果:\n甲组每手500股,一手中签率5%,认购90手稳中一手。\n乙组头为20万股(400手),获配1000股(2手)。\n\n国际发售初步提呈发售的发售股份获大幅超额认购,相当于国际发售初步可供认购发售股份总数约31.2倍。根据香港公开发售初步提呈发售的香港公开发售股份获大幅超额认购。公司合共接获626,195份有效申请,认购合共91.88亿股香港公开发售股份,相当于香港公开发售初步可供认购香港公开发售股份总数约592.41倍。\n根据发售价每股27.20港元及基石投资协议,基石投资者认购合共6278.45万股发售股份,相当于全球发售完成后已发行股本约9.10%(假设并无行使超额配股权且并无计及可能因根据购股权计划已授出或将授出的购股权获行使而发行的任何股份);及全球发售的发售股份数目约40.48%(假设并无行使超额配股权)。\n按发售价每股发售股份27.20港元计算,公司估计自全球发售收取所得款项净额约40.01亿港元。其中,所得款项净额约40%拟用于在未来三至五年内扩展业务;约30%拟用于在未来三至五年内投资技术及提高研发能力;约20%拟用于精心挑选战略投资或收购机会;及约10%拟用作一般补充营运资金及其他一般企业用途。","news_type":1,"symbols_score_info":{"02192":0.9}},"isVote":1,"tweetType":1,"viewCount":3688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149058641,"gmtCreate":1625697420283,"gmtModify":1703746448180,"author":{"id":"3586456304522184","authorId":"3586456304522184","name":"chew75","avatar":"https://static.tigerbbs.com/0b65a94b37740a49515943474017c19c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586456304522184","idStr":"3586456304522184"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/149058641","repostId":"1138737345","repostType":4,"isVote":1,"tweetType":1,"viewCount":3328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147414195,"gmtCreate":1626383110317,"gmtModify":1703758950951,"author":{"id":"3586456304522184","authorId":"3586456304522184","name":"chew75","avatar":"https://static.tigerbbs.com/0b65a94b37740a49515943474017c19c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586456304522184","idStr":"3586456304522184"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147414195","repostId":"1182732821","repostType":4,"isVote":1,"tweetType":1,"viewCount":3110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154697523,"gmtCreate":1625522051862,"gmtModify":1703742836088,"author":{"id":"3586456304522184","authorId":"3586456304522184","name":"chew75","avatar":"https://static.tigerbbs.com/0b65a94b37740a49515943474017c19c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586456304522184","idStr":"3586456304522184"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/154697523","repostId":"2149080331","repostType":4,"isVote":1,"tweetType":1,"viewCount":3248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831035963,"gmtCreate":1629271983652,"gmtModify":1676529986075,"author":{"id":"3586456304522184","authorId":"3586456304522184","name":"chew75","avatar":"https://static.tigerbbs.com/0b65a94b37740a49515943474017c19c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586456304522184","idStr":"3586456304522184"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/831035963","repostId":"2160787584","repostType":4,"repost":{"id":"2160787584","kind":"highlight","pubTimestamp":1629267868,"share":"https://ttm.financial/m/news/2160787584?lang=en_US&edition=fundamental","pubTime":"2021-08-18 14:24","market":"hk","language":"zh","title":"Risk Avoidance! Wall Street's uneasiness is undergoing, or defensive ETFs are more fragrant","url":"https://stock-news.laohu8.com/highlight/detail?id=2160787584","media":"金融界网站 ","summary":"近几周,数十亿美元资金流入“防御型”交易所交易基金,突显出在美国股市创下一系列创纪录高点后,华尔街出现了一些不安情绪。 美国一些州的确诊病例的增加、通胀压力不断上升的迹象,以及对美联储将很快开始缩减其庞大资产购买计划的担忧,均已促使一些投资者采取更谨慎的立场。 周二,美国股市面临抛售压力,标普500指数在盘后交易中下跌约1%。此前,美国公布了一轮不及预期的7月份零售数据。","content":"<p>Billions of dollars have flowed into \"defensive\" exchange-traded funds (ETFs) in recent weeks, highlighting some unease on Wall Street following a series of record highs in US stocks.</p><p>A rise in confirmed cases in some US states, signs of rising inflationary pressures, and concerns that the Federal Reserve will soon start scaling back its massive asset-buying program have all prompted some investors to take a more cautious stance.</p><p>U.S. stocks came under selling pressure on Tuesday, with the S&P 500 down about 1% in after-hours trading. It comes after the U.S. reported a round of retail sales data for July that fell short of expectations. Investors have been weighing whether the rapid spread of the coronavirus and lower levels of government stimulus spending will start to affect consumption; And consumption accounts for about 70% of the output of the U.S. economy.</p><p>The S&P 500 is still up about 20% year-to-date, doubling the lows it hit during the market turmoil in March 2020. In the meantime,<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>According to the data, the index has not seen a 5% correction for nearly 200 consecutive trading days, which is the longest in the past half century; And this calm slight move higher provides momentum for volatility beneath the market surface.</p><p>State Street<a href=\"https://laohu8.com/S/B73.SI\">Global Investments</a>ETFs linked to U.S. defensive sectors (healthcare, consumer staples and utilities) attracted a combined net inflow of nearly $5 billion in July after a combined outflow of $3.6 billion in the first half of 2021, according to managed data.<a href=\"https://laohu8.com/S/STT\">State Street Corp</a>Matthew Bartolini, head of research for the Americas at SPDR, said: \"Inflows in July were mainly defensive sectors. This continued until August, with $1 billion each in inflows to medical and utility ETFs so far this month.\"</p><p>By contrast, ETFs linked to the more economically sensitive US sectors (financials, materials, industrials, consumer discretionary, energy and real estate) all saw outflows in July totaling $7.2 billion. In the first half of the year, these six cyclical industries raised a combined $57 billion.</p><p>Evidence of \"bullish but worried\" sentiment among investors is also evident in money flows in smart beta ETFs, which aim to capitalize on long-term mispricing, Bartolini said. ETFs focused on reliably profitable quality stocks attracted $21 billion in inflows in July, after outflows of $3.8 billion in the first half of 2021.</p><p>Momentum ETFs, which buy stocks with positive recent price action, recorded $856 million in outflows in July, nearly erasing $1.1 billion in inflows in the first half of the year. While value ETFs buy undervalued stocks that tend to do well during periods of strong economic growth; The fund outflowed $1.4 billion last month after inflows of $12.8 billion in the first half of the year.</p><p><img src=\"https://static.tigerbbs.com/8cae83d10a4af1fc483e098010a3ad89\" tg-width=\"688\" tg-height=\"376\" referrerpolicy=\"no-referrer\"></p><p>Flows of ETFs by Sector in the First Half and July</p><p>Citigroup analyst Scott Chronert in New York said economic recovery deals favored by ETF investors in the first half of the year \"appear to have tarnished their luster\", with a \"more risk-averse lean\" in ETF flows in July.</p><p>U.S. equity ETFs have recorded about $250 billion in inflows so far this year, fueling the S&P 500's record gains. With major U.S. stock market benchmark indexes hitting record highs this month, a growing number of investors are starting to wonder how far this rally can go.</p><p>David Jones, strategist at Bank of America in New York, said: \"Clients believe they have no choice but to invest in stocks because bond yields are so low. But we recommend that clients take more defensive positions because the stock market is likely to have lower returns and more volatility in the second half of the year.\"</p><p>Expectations that the world economy will continue to improve plummeted in August to the lowest level since April 2020, according to a Bank of America survey of investors with $702 billion in assets under management.</p><p>As of Aug. 11, 391 constituent companies in the S&P 500 reported second-quarter earnings that beat analysts' expectations, according to Citigroup. So far, only 55 of the S&P 500 companies have reported second-quarter results that fell short of expectations.</p><p>Tobias Levkovich, chief U.S. equity strategist at Citigroup, said the results of U.S. businesses were \"surprisingly good.\" However, investors are increasingly concerned about whether U.S. businesses can meet the high threshold set in the second quarter. Bank of America's survey of fund managers shows that optimism about corporate earnings has waned, while investors now expect margins to decline; That's a scenario analysts haven't predicted since last summer.</p><p>Levkovich said: \"At this juncture, few investors think that new money has another place to go besides the stock market. (But) we suspect that the combination of tax increases in the United States, possible persistence of inflation, the Federal Reserve's rhetoric of tapering its quantitative easing and possible profit shrinkage all support the possibility of a correction.\"</p>","source":"jinrongjie_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>Risk Avoidance! Wall Street's uneasiness is undergoing, or defensive ETFs are more fragrant</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\">\nRisk Avoidance! Wall Street's uneasiness is undergoing, or defensive ETFs are more fragrant\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金融界网站 </strong><span class=\"h-time small\">2021-08-18 14:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Billions of dollars have flowed into \"defensive\" exchange-traded funds (ETFs) in recent weeks, highlighting some unease on Wall Street following a series of record highs in US stocks.</p><p>A rise in confirmed cases in some US states, signs of rising inflationary pressures, and concerns that the Federal Reserve will soon start scaling back its massive asset-buying program have all prompted some investors to take a more cautious stance.</p><p>U.S. stocks came under selling pressure on Tuesday, with the S&P 500 down about 1% in after-hours trading. It comes after the U.S. reported a round of retail sales data for July that fell short of expectations. Investors have been weighing whether the rapid spread of the coronavirus and lower levels of government stimulus spending will start to affect consumption; And consumption accounts for about 70% of the output of the U.S. economy.</p><p>The S&P 500 is still up about 20% year-to-date, doubling the lows it hit during the market turmoil in March 2020. In the meantime,<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>According to the data, the index has not seen a 5% correction for nearly 200 consecutive trading days, which is the longest in the past half century; And this calm slight move higher provides momentum for volatility beneath the market surface.</p><p>State Street<a href=\"https://laohu8.com/S/B73.SI\">Global Investments</a>ETFs linked to U.S. defensive sectors (healthcare, consumer staples and utilities) attracted a combined net inflow of nearly $5 billion in July after a combined outflow of $3.6 billion in the first half of 2021, according to managed data.<a href=\"https://laohu8.com/S/STT\">State Street Corp</a>Matthew Bartolini, head of research for the Americas at SPDR, said: \"Inflows in July were mainly defensive sectors. This continued until August, with $1 billion each in inflows to medical and utility ETFs so far this month.\"</p><p>By contrast, ETFs linked to the more economically sensitive US sectors (financials, materials, industrials, consumer discretionary, energy and real estate) all saw outflows in July totaling $7.2 billion. In the first half of the year, these six cyclical industries raised a combined $57 billion.</p><p>Evidence of \"bullish but worried\" sentiment among investors is also evident in money flows in smart beta ETFs, which aim to capitalize on long-term mispricing, Bartolini said. ETFs focused on reliably profitable quality stocks attracted $21 billion in inflows in July, after outflows of $3.8 billion in the first half of 2021.</p><p>Momentum ETFs, which buy stocks with positive recent price action, recorded $856 million in outflows in July, nearly erasing $1.1 billion in inflows in the first half of the year. While value ETFs buy undervalued stocks that tend to do well during periods of strong economic growth; The fund outflowed $1.4 billion last month after inflows of $12.8 billion in the first half of the year.</p><p><img src=\"https://static.tigerbbs.com/8cae83d10a4af1fc483e098010a3ad89\" tg-width=\"688\" tg-height=\"376\" referrerpolicy=\"no-referrer\"></p><p>Flows of ETFs by Sector in the First Half and July</p><p>Citigroup analyst Scott Chronert in New York said economic recovery deals favored by ETF investors in the first half of the year \"appear to have tarnished their luster\", with a \"more risk-averse lean\" in ETF flows in July.</p><p>U.S. equity ETFs have recorded about $250 billion in inflows so far this year, fueling the S&P 500's record gains. With major U.S. stock market benchmark indexes hitting record highs this month, a growing number of investors are starting to wonder how far this rally can go.</p><p>David Jones, strategist at Bank of America in New York, said: \"Clients believe they have no choice but to invest in stocks because bond yields are so low. But we recommend that clients take more defensive positions because the stock market is likely to have lower returns and more volatility in the second half of the year.\"</p><p>Expectations that the world economy will continue to improve plummeted in August to the lowest level since April 2020, according to a Bank of America survey of investors with $702 billion in assets under management.</p><p>As of Aug. 11, 391 constituent companies in the S&P 500 reported second-quarter earnings that beat analysts' expectations, according to Citigroup. So far, only 55 of the S&P 500 companies have reported second-quarter results that fell short of expectations.</p><p>Tobias Levkovich, chief U.S. equity strategist at Citigroup, said the results of U.S. businesses were \"surprisingly good.\" However, investors are increasingly concerned about whether U.S. businesses can meet the high threshold set in the second quarter. Bank of America's survey of fund managers shows that optimism about corporate earnings has waned, while investors now expect margins to decline; That's a scenario analysts haven't predicted since last summer.</p><p>Levkovich said: \"At this juncture, few investors think that new money has another place to go besides the stock market. (But) we suspect that the combination of tax increases in the United States, possible persistence of inflation, the Federal Reserve's rhetoric of tapering its quantitative easing and possible profit shrinkage all support the possibility of a correction.\"</p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"http://usstock.jrj.com.cn/2021/08/18142433273246.shtml\">金融界网站 </a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a7ed81b1e72df2f2f0f21497fe08eaed","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","BAC":"美国银行","SSO":"2倍做多标普500ETF-ProShares","SH":"做空标普500-Proshares",".SPX":"S&P 500 Index","OEX":"标普100","UPRO":"三倍做多标普500ETF-ProShares","IVV":"标普500ETF-iShares","SPXU":"三倍做空标普500ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares"},"source_url":"http://usstock.jrj.com.cn/2021/08/18142433273246.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160787584","content_text":"近几周,数十亿美元资金流入“防御型”交易所交易基金(ETF),突显出在美国股市创下一系列创纪录高点后,华尔街出现了一些不安情绪。\n美国一些州的确诊病例的增加、通胀压力不断上升的迹象,以及对美联储将很快开始缩减其庞大资产购买计划的担忧,均已促使一些投资者采取更谨慎的立场。\n周二,美国股市面临抛售压力,标普500指数在盘后交易中下跌约1%。 此前,美国公布了一轮不及预期的7月份零售数据。 投资者一直在权衡,新冠病毒的迅速传播和政府刺激支出水平的降低,是否会开始影响消费;而消费占美国经济产出的约70%。\n标普500指数今年迄今仍上涨约20%,较2020年3月市场动荡期间触及的低点上涨了一倍。与此同时,美国银行的数据显示,该指数已连续近200个交易日没有出现5%的回调,是过去半个世纪以来持续时间最长的一次;而这种平静的小幅走高,为市场表面下的波动提供了动力。\n道富环球投资管理的数据显示,与美国防御性行业(医疗保健、必需消费品和公用事业)相关的ETF在2021年上半年共流出36亿美元之后,7月份共吸引了近50亿美元的净流入。道富银行SPDR美洲研究部负责人Matthew Bartolini表示:“7月份资金流入主要是防御性行业。 这种情况一直持续到8月份,本月迄今为止,医疗和公用事业类ETF各有10亿美元的资金流入。”\n相比之下,对经济更为敏感的美国板块(金融、材料、工业、非必需消费品、能源和房地产)相关的ETF在7月份全部出现资金外流,总额达72亿美元。 今年上半年,这6个周期性行业总计筹集了570亿美元。\nBartolini表示,投资者“看涨但担忧”情绪的证据,于旨在利用长期错误定价的聪明贝塔ETF(smart beta ETFs)的资金流动中也很明显。 专注于可靠盈利的优质股票的ETF在7月份吸引了210亿美元的资金流入,此前在2021年上半年流出了38亿美元。\n7月份,买入近期价格走势积极股票的动量ETF(Momentum ETFs)录得8.56亿美元的资金流出,几乎抹去了今年上半年11亿美元的资金流入。而价值型ETF购买价格被低估的股票,这些股票往往在经济增长强劲时期表现良好;该基金在今年上半年流入128亿美元后,上月流出14亿美元。\n\n各部门ETF上半年与7月资金流向\n花旗集团驻纽约分析师Scott Chronert表示,今年上半年ETF投资者青睐的经济复苏交易“似乎已失去光泽”,7月份ETF流动中“更倾向于规避风险”。\n今年迄今,美国股票型ETF已录得约2500亿美元资金流入,为标普500指数的创纪录上涨提供了动力。 随着美国主要股市基准股指本月创下历史新高,越来越多的投资者开始怀疑本轮反弹还能走多远。\n美国银行驻纽约策略师David Jones表示:“客户认为,由于债券收益率如此之低,他们除了投资股票之外别无选择。 但我们建议客户采取更加防御性的头寸,因为下半年股市的回报可能会更低,波动性更大。”\n美国银行对管理着7020亿美元资产的投资者们进行的一项调查显示出,投资者对世界经济将继续好转的预期在8月份大幅下滑至2020年4月以来的最低水平。\n据花旗集团称,截至8月11日,标普500指数中有391家成分股公司公布了第二季度收益超出了分析师的预期。 截至目前,标普500指数成分股公司中只有55家公布了不及预期的第二季度业绩。\n花旗集团首席美国股票策略师Tobias Levkovich表示,美国企业的业绩“好得惊人”。 然而,投资者越来越担心,美国企业能否达到第二季度设定的高门槛。 美国银行对基金经理的调查显示,对企业盈利的乐观情绪有所减弱,而投资者目前预计利润率将下降;这是自去年夏天以来分析师从未预测过的情况。\nLevkovich称:“在这个节骨眼上,很少投资者认为新资金除了投向股市以外,还有其他去处。 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